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
726
$26K ﹤0.01%
388
+38
727
$26K ﹤0.01%
8,935
+6,004
728
$26K ﹤0.01%
387
+323
729
$26K ﹤0.01%
338
+150
730
$26K ﹤0.01%
378
-12
731
$26K ﹤0.01%
3,944
+1,984
732
$26K ﹤0.01%
367
+328
733
$26K ﹤0.01%
518
+243
734
$26K ﹤0.01%
1,390
+1,170
735
$25K ﹤0.01%
1,500
736
$25K ﹤0.01%
+500
737
$25K ﹤0.01%
873
+368
738
$25K ﹤0.01%
+792
739
$25K ﹤0.01%
425
740
$25K ﹤0.01%
1,810
+832
741
$25K ﹤0.01%
+1,092
742
$25K ﹤0.01%
163
+69
743
$25K ﹤0.01%
+4,369
744
$25K ﹤0.01%
+500
745
$24K ﹤0.01%
1,208
+553
746
$24K ﹤0.01%
7,943
-2,475
747
$24K ﹤0.01%
218
748
$24K ﹤0.01%
542
+80
749
$24K ﹤0.01%
109
-7
750
$24K ﹤0.01%
251
+84
28 29
30
31 32