S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
901
$15K ﹤0.01%
675
+192
902
$15K ﹤0.01%
131
+33
903
$15K ﹤0.01%
340
+133
904
$15K ﹤0.01%
223
905
$15K ﹤0.01%
73
+20
906
$15K ﹤0.01%
4,166
907
$15K ﹤0.01%
249
+41
908
$15K ﹤0.01%
292
+130
909
$15K ﹤0.01%
430
+186
910
$15K ﹤0.01%
136
911
$15K ﹤0.01%
984
-537
912
$15K ﹤0.01%
+269
913
$15K ﹤0.01%
575
914
$15K ﹤0.01%
329
+158
915
$15K ﹤0.01%
275
+129
916
$15K ﹤0.01%
480
+126
917
$15K ﹤0.01%
894
+812
918
$14K ﹤0.01%
+605
919
$14K ﹤0.01%
191
+152
920
$14K ﹤0.01%
1,606
+271
921
$14K ﹤0.01%
197
922
$14K ﹤0.01%
112
923
$14K ﹤0.01%
127
-403
924
$14K ﹤0.01%
193
+63
925
$14K ﹤0.01%
183
35 36
37
38 39