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
801
$21K ﹤0.01%
397
+53
802
$21K ﹤0.01%
1,049
+626
803
$21K ﹤0.01%
401
-399
804
$21K ﹤0.01%
1,752
+330
805
$21K ﹤0.01%
1,405
+875
806
$21K ﹤0.01%
550
807
$21K ﹤0.01%
957
+598
808
$21K ﹤0.01%
2,336
809
$21K ﹤0.01%
300
810
$20K ﹤0.01%
816
-511
811
$20K ﹤0.01%
383
+245
812
$20K ﹤0.01%
201
+18
813
$20K ﹤0.01%
461
+81
814
$20K ﹤0.01%
560
+160
815
$20K ﹤0.01%
419
+172
816
$20K ﹤0.01%
658
+283
817
$20K ﹤0.01%
150
+93
818
$20K ﹤0.01%
226
819
$20K ﹤0.01%
311
+61
820
$20K ﹤0.01%
565
821
$20K ﹤0.01%
214
+9
822
$20K ﹤0.01%
2,263
+683
823
$20K ﹤0.01%
299
+185
824
$20K ﹤0.01%
569
+6
825
$20K ﹤0.01%
774
+441
31 32
33
34 35