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
876
$17K ﹤0.01%
223
-19
877
$17K ﹤0.01%
153
+129
878
$17K ﹤0.01%
250
+42
879
$17K ﹤0.01%
543
+402
880
$17K ﹤0.01%
461
+66
881
$16K ﹤0.01%
376
882
$16K ﹤0.01%
232
883
$16K ﹤0.01%
275
+183
884
$16K ﹤0.01%
214
+71
885
$16K ﹤0.01%
533
+231
886
$16K ﹤0.01%
+984
887
$16K ﹤0.01%
128
+61
888
$16K ﹤0.01%
87
+2
889
$16K ﹤0.01%
213
+101
890
$16K ﹤0.01%
+975
891
$16K ﹤0.01%
271
+125
892
$16K ﹤0.01%
+344
893
$16K ﹤0.01%
268
-62
894
$16K ﹤0.01%
191
+4
895
$15K ﹤0.01%
480
+126
896
$15K ﹤0.01%
894
+812
897
$15K ﹤0.01%
982
-488
898
$15K ﹤0.01%
958
+150
899
$15K ﹤0.01%
2,026
-1,411
900
$15K ﹤0.01%
1,484
+1,452
34 35
36
37 38