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
851
$18K ﹤0.01%
268
+194
852
$18K ﹤0.01%
225
+63
853
$18K ﹤0.01%
692
+243
854
$18K ﹤0.01%
1,450
-37
855
$18K ﹤0.01%
500
856
$18K ﹤0.01%
1,447
+188
857
$18K ﹤0.01%
10,520
+1,360
858
$18K ﹤0.01%
642
-10,583
859
$18K ﹤0.01%
467
-674
860
$18K ﹤0.01%
435
861
$18K ﹤0.01%
250
862
$18K ﹤0.01%
131
+108
863
$17K ﹤0.01%
320
+122
864
$17K ﹤0.01%
535
-3
865
$17K ﹤0.01%
317
-87
866
$17K ﹤0.01%
442
867
$17K ﹤0.01%
423
868
$17K ﹤0.01%
109
869
$17K ﹤0.01%
289
+249
870
$17K ﹤0.01%
402
-199
871
$17K ﹤0.01%
2,031
+571
872
$17K ﹤0.01%
816
873
$17K ﹤0.01%
+524
874
$17K ﹤0.01%
200
875
$17K ﹤0.01%
613
33 34
35
36 37