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
851
$71K 0.01%
1,329
852
$70K 0.01%
280
+21
853
$70K 0.01%
215
-11
854
$70K 0.01%
3,615
-2,261,856
855
$70K 0.01%
2,054
+107
856
$69K 0.01%
8,634
857
$69K 0.01%
2,698
858
$69K 0.01%
505
+10
859
$69K 0.01%
2,771
+190
860
$69K 0.01%
507
+112
861
$69K 0.01%
706
-221
862
$69K 0.01%
635
-125
863
$68K 0.01%
721
+20
864
$68K 0.01%
+3,330
865
$68K 0.01%
4,104
866
$67K ﹤0.01%
985
+199
867
$67K ﹤0.01%
2,984
-1,114
868
$66K ﹤0.01%
606
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869
$66K ﹤0.01%
541
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870
$66K ﹤0.01%
218
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871
$66K ﹤0.01%
390
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872
$66K ﹤0.01%
1,905
+1,211
873
$65K ﹤0.01%
610
+73
874
$65K ﹤0.01%
831
+661
875
$65K ﹤0.01%
10,346
+3,338
33 34
35
36 37