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
826
$75K 0.01%
2,710
+23
827
$74K 0.01%
288
-90
828
$74K 0.01%
2,495
829
$74K 0.01%
6,087
-159
830
$74K 0.01%
1,187
+12
831
$74K 0.01%
1,850
-4,460
832
$74K 0.01%
496
-69
833
$73K 0.01%
770
+61
834
$73K 0.01%
2,258
835
$73K 0.01%
5,473
-1,477
836
$73K 0.01%
4,516
+300
837
$73K 0.01%
4,680
+63
838
$73K 0.01%
1,445
-711
839
$72K 0.01%
1,300
840
$72K 0.01%
5,417
841
$72K 0.01%
1,015
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842
$72K 0.01%
578
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843
$72K 0.01%
4,339
844
$72K 0.01%
3,675
-825
845
$71K 0.01%
1,217
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846
$71K 0.01%
1,684
+141
847
$71K 0.01%
3,106
-4,190
848
$71K 0.01%
1,893
+293
849
$71K 0.01%
12,573
+4,884
850
$71K 0.01%
3,098
+702
32 33
34
35 36