S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$685M
AUM Growth
+$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,707
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$5.89M
3
+$4.88M
4
LOW icon
Lowe's Companies
LOW
+$4.58M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.75M

Top Sells

1
+$72.9M
2
+$14.6M
3
+$1.28M
4
VT icon
Vanguard Total World Stock ETF
VT
+$926K
5
GAS
AGL Resources Inc
GAS
+$899K

Sector Composition

1 Consumer Staples 7.01%
2 Financials 4.96%
3 Industrials 3.98%
4 Energy 3.08%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$31K ﹤0.01%
1,264
-1,239
677
$31K ﹤0.01%
601
+270
678
$30K ﹤0.01%
1,067
+573
679
$30K ﹤0.01%
595
+195
680
$30K ﹤0.01%
113
+93
681
$30K ﹤0.01%
300
682
$30K ﹤0.01%
1,470
+515
683
$30K ﹤0.01%
3,619
+219
684
$30K ﹤0.01%
257
+98
685
$30K ﹤0.01%
328
+310
686
$30K ﹤0.01%
925
+93
687
$30K ﹤0.01%
1,486
+418
688
$30K ﹤0.01%
373
689
$29K ﹤0.01%
601
+103
690
$29K ﹤0.01%
6,998
+3,898
691
$29K ﹤0.01%
1,092
+1,032
692
$29K ﹤0.01%
642
+142
693
$29K ﹤0.01%
1,016
+286
694
$29K ﹤0.01%
1,067
+237
695
$29K ﹤0.01%
2,194
-2,726
696
$29K ﹤0.01%
1,449
+318
697
$28K ﹤0.01%
795
+26
698
$28K ﹤0.01%
1,500
699
$28K ﹤0.01%
+2,000
700
$28K ﹤0.01%
678
+18
26 27
28
29 30