S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
701
$28K ﹤0.01%
778
+61
702
$28K ﹤0.01%
239
703
$28K ﹤0.01%
463
+313
704
$28K ﹤0.01%
678
+18
705
$28K ﹤0.01%
+2,000
706
$28K ﹤0.01%
1,500
707
$28K ﹤0.01%
795
+26
708
$27K ﹤0.01%
299
+184
709
$27K ﹤0.01%
199
710
$27K ﹤0.01%
226
+192
711
$27K ﹤0.01%
5,261
+118
712
$27K ﹤0.01%
1,899
+863
713
$27K ﹤0.01%
455
+90
714
$27K ﹤0.01%
346
+306
715
$27K ﹤0.01%
+366
716
$27K ﹤0.01%
580
+210
717
$27K ﹤0.01%
197
+31
718
$27K ﹤0.01%
1,958
+761
719
$26K ﹤0.01%
2,547
+183
720
$26K ﹤0.01%
456
721
$26K ﹤0.01%
2,372
722
$26K ﹤0.01%
681
+141
723
$26K ﹤0.01%
144
+30
724
$26K ﹤0.01%
615
+466
725
$26K ﹤0.01%
612
+216
27 28
29
30 31