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
951
$13K ﹤0.01%
651
952
$13K ﹤0.01%
170
+19
953
$13K ﹤0.01%
453
+156
954
$13K ﹤0.01%
+270
955
$13K ﹤0.01%
+810
956
$13K ﹤0.01%
1,200
+178
957
$13K ﹤0.01%
+263
958
$13K ﹤0.01%
239
+76
959
$13K ﹤0.01%
565
960
$13K ﹤0.01%
330
+109
961
$13K ﹤0.01%
160
+75
962
$12K ﹤0.01%
218
+178
963
$12K ﹤0.01%
426
+299
964
$12K ﹤0.01%
143
+122
965
$12K ﹤0.01%
256
966
$12K ﹤0.01%
1,027
-1,589
967
$12K ﹤0.01%
486
+332
968
$12K ﹤0.01%
+785
969
$12K ﹤0.01%
339
970
$12K ﹤0.01%
486
+390
971
$12K ﹤0.01%
168
-10
972
$12K ﹤0.01%
+445
973
$12K ﹤0.01%
309
+247
974
$12K ﹤0.01%
346
+242
975
$12K ﹤0.01%
113
37 38
39
40 41