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
751
$24K ﹤0.01%
7,943
-2,475
752
$24K ﹤0.01%
218
753
$24K ﹤0.01%
+816
754
$24K ﹤0.01%
285
-200
755
$24K ﹤0.01%
571
756
$24K ﹤0.01%
208
757
$24K ﹤0.01%
457
+160
758
$24K ﹤0.01%
2,104
-859
759
$23K ﹤0.01%
4,079
+1,899
760
$23K ﹤0.01%
152
761
$23K ﹤0.01%
1,223
762
$23K ﹤0.01%
355
+45
763
$23K ﹤0.01%
2,440
+930
764
$23K ﹤0.01%
81
765
$23K ﹤0.01%
210
+1
766
$23K ﹤0.01%
219
-331
767
$23K ﹤0.01%
+1,484
768
$23K ﹤0.01%
561
+270
769
$23K ﹤0.01%
113
+6
770
$23K ﹤0.01%
493
771
$22K ﹤0.01%
961
772
$22K ﹤0.01%
955
773
$22K ﹤0.01%
+1,675
774
$22K ﹤0.01%
243
+5
775
$22K ﹤0.01%
854
29 30
31
32 33