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
801
$79K 0.01%
742
+28
802
$79K 0.01%
1,052
-469
803
$79K 0.01%
2,409
+61
804
$79K 0.01%
1,785
-168
805
$79K 0.01%
1,897
+27
806
$79K 0.01%
4,477
-1,627
807
$78K 0.01%
1,534
+831
808
$78K 0.01%
4,724
809
$77K 0.01%
661
+161
810
$77K 0.01%
3,021
-6
811
$77K 0.01%
+1,374
812
$77K 0.01%
1,966
+47
813
$77K 0.01%
3,449
+249
814
$77K 0.01%
1,372
+391
815
$77K 0.01%
1,148
-376
816
$76K 0.01%
799
+89
817
$76K 0.01%
777
-21
818
$76K 0.01%
1,024
-300
819
$76K 0.01%
1,980
-132
820
$75K 0.01%
936
-116
821
$75K 0.01%
3,585
-344
822
$75K 0.01%
1,334
+2
823
$75K 0.01%
9,629
-1,397
824
$75K 0.01%
698
+422
825
$75K 0.01%
1,000
31 32
33
34 35