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
926
$14K ﹤0.01%
399
927
$14K ﹤0.01%
+87
928
$14K ﹤0.01%
465
-14
929
$14K ﹤0.01%
627
+174
930
$14K ﹤0.01%
399
-27
931
$14K ﹤0.01%
+574
932
$14K ﹤0.01%
+461
933
$14K ﹤0.01%
380
934
$14K ﹤0.01%
108
935
$14K ﹤0.01%
336
+61
936
$14K ﹤0.01%
665
+252
937
$13K ﹤0.01%
+200
938
$13K ﹤0.01%
+300
939
$13K ﹤0.01%
209
+95
940
$13K ﹤0.01%
1,600
941
$13K ﹤0.01%
173
942
$13K ﹤0.01%
144
+65
943
$13K ﹤0.01%
468
944
$13K ﹤0.01%
58
+18
945
$13K ﹤0.01%
433
-204
946
$13K ﹤0.01%
419
-16
947
$13K ﹤0.01%
198
+57
948
$13K ﹤0.01%
750
-500
949
$13K ﹤0.01%
224
950
$13K ﹤0.01%
1,008
+479
36 37
38
39 40