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
751
$88K 0.01%
2,704
+2,300
752
$88K 0.01%
4,884
-411
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$88K 0.01%
2,312
+2,240
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$87K 0.01%
13,198
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$87K 0.01%
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756
$87K 0.01%
1,016
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757
$87K 0.01%
610
-29
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$86K 0.01%
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759
$86K 0.01%
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760
$86K 0.01%
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761
$86K 0.01%
854
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$86K 0.01%
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$86K 0.01%
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$85K 0.01%
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$85K 0.01%
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$85K 0.01%
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$84K 0.01%
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$84K 0.01%
703
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$84K 0.01%
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$84K 0.01%
4,209