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
51
$939K 0.14%
18,715
+1,696
52
$923K 0.13%
55,000
+8,650
53
$909K 0.13%
27,746
-15,379
54
$899K 0.13%
3,903
+441
55
$889K 0.13%
4,475
+4,098
56
$881K 0.13%
27,405
+4,366
57
$863K 0.13%
31,226
+1,235
58
$835K 0.12%
+6,491
59
$817K 0.12%
20,320
+5,360
60
$812K 0.12%
3,734
-19
61
$754K 0.11%
10,687
+1,980
62
$735K 0.11%
7,914
+1,295
63
$719K 0.11%
17,180
+5,400
64
$717K 0.1%
5,592
+1,164
65
$711K 0.1%
16,230
+1,383
66
$706K 0.1%
42,150
-10,050
67
$704K 0.1%
13,341
+5,204
68
$697K 0.1%
12,927
-140
69
$692K 0.1%
8,694
+2,572
70
$686K 0.1%
18,315
+1,084
71
$685K 0.1%
19,865
72
$683K 0.1%
15,550
+1,177
73
$662K 0.1%
21,656
+6,472
74
$654K 0.1%
27,219
+12,885
75
$649K 0.09%
14,652
+1,866
1 2
3
4 5