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
776
$22K ﹤0.01%
2,300
777
$22K ﹤0.01%
333
+36
778
$22K ﹤0.01%
709
+142
779
$22K ﹤0.01%
627
780
$22K ﹤0.01%
1,300
781
$22K ﹤0.01%
112
-58
782
$22K ﹤0.01%
+375
783
$22K ﹤0.01%
+467
784
$22K ﹤0.01%
1,350
785
$22K ﹤0.01%
431
+59
786
$22K ﹤0.01%
379
+15
787
$22K ﹤0.01%
3,273
788
$22K ﹤0.01%
2,538
+890
789
$21K ﹤0.01%
1,671
+1,039
790
$21K ﹤0.01%
672
+352
791
$21K ﹤0.01%
+972
792
$21K ﹤0.01%
533
+515
793
$21K ﹤0.01%
3,032
+2,360
794
$21K ﹤0.01%
767
795
$21K ﹤0.01%
475
+300
796
$21K ﹤0.01%
116
-3
797
$21K ﹤0.01%
511
+2
798
$21K ﹤0.01%
341
799
$21K ﹤0.01%
416
+276
800
$21K ﹤0.01%
1,348
30 31
32
33 34