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
876
$65K ﹤0.01%
3,225
-725
877
$65K ﹤0.01%
1,231
+260
878
$64K ﹤0.01%
576
+25
879
$64K ﹤0.01%
172
+7
880
$64K ﹤0.01%
1,612
+125
881
$64K ﹤0.01%
2,155
-277
882
$64K ﹤0.01%
3,126
883
$64K ﹤0.01%
1,504
+1,160
884
$64K ﹤0.01%
2,050
885
$64K ﹤0.01%
780
+24
886
$64K ﹤0.01%
1,176
+617
887
$63K ﹤0.01%
1,078
888
$63K ﹤0.01%
16,998
-12,600
889
$63K ﹤0.01%
1,746
+576
890
$63K ﹤0.01%
1,560
+137
891
$63K ﹤0.01%
26,082
+4,067
892
$63K ﹤0.01%
568
-8
893
$62K ﹤0.01%
1,172
894
$62K ﹤0.01%
7,078
895
$62K ﹤0.01%
6,496
-424
896
$62K ﹤0.01%
1,368
+374
897
$62K ﹤0.01%
+1,994
898
$62K ﹤0.01%
800
899
$62K ﹤0.01%
4,000
900
$61K ﹤0.01%
8,873
+263