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
$1.35B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,368
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$15.7M
3
+$8.08M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.01M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.14M

Top Sells

1
+$43.8M
2
+$7.52M
3
+$1.87M
4
STI
SunTrust Banks, Inc.
STI
+$1.33M
5
BWXT icon
BWX Technologies
BWXT
+$1.21M

Sector Composition

1 Financials 5.71%
2 Technology 5.7%
3 Consumer Staples 4.7%
4 Consumer Discretionary 4.47%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.16%
6,836
+2,389
52
$2.21M 0.16%
34,496
+15,063
53
$2.2M 0.16%
10,367
+1,341
54
$2.08M 0.15%
35,847
+4,527
55
$2.07M 0.15%
102,561
56
$2.06M 0.15%
10,407
+488
57
$1.98M 0.15%
39,592
+8,831
58
$1.89M 0.14%
32,019
+12,298
59
$1.89M 0.14%
19,936
+4,348
60
$1.87M 0.14%
6,261
+457
61
$1.86M 0.14%
14,165
+7,527
62
$1.84M 0.14%
29,718
-19,435
63
$1.84M 0.14%
15,278
-969
64
$1.82M 0.13%
50,377
-14,834
65
$1.79M 0.13%
40,663
-500
66
$1.79M 0.13%
7,429
+702
67
$1.78M 0.13%
39,520
+1,935
68
$1.77M 0.13%
5,149
+1,036
69
$1.75M 0.13%
97,113
+1,735
70
$1.74M 0.13%
12,189
+6,755
71
$1.74M 0.13%
18,592
+6,656
72
$1.73M 0.13%
28,564
+696
73
$1.72M 0.13%
31,888
+830
74
$1.65M 0.12%
27,598
+10,750
75
$1.64M 0.12%
32,861
+18,083
1 2
3
4 5