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
776
$83K 0.01%
595
+146
777
$83K 0.01%
1,305
+3
778
$83K 0.01%
1,788
-386
779
$83K 0.01%
1,686
+134
780
$83K 0.01%
329
+198
781
$82K 0.01%
1,645
782
$82K 0.01%
1,974
783
$82K 0.01%
4,186
+126
784
$82K 0.01%
2,928
-850
785
$82K 0.01%
5,535
+87
786
$82K 0.01%
2,066
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787
$82K 0.01%
538
+3
788
$81K 0.01%
1,352
-2,712
789
$81K 0.01%
2,805
+16
790
$81K 0.01%
3,336
-72
791
$81K 0.01%
2,165
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$81K 0.01%
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793
$80K 0.01%
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794
$80K 0.01%
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-34
795
$80K 0.01%
1,196
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796
$80K 0.01%
482
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797
$80K 0.01%
1,371
-383
798
$80K 0.01%
484
+35
799
$80K 0.01%
1,293
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800
$79K 0.01%
2,741
+2,445
30 31
32
33 34