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
951
$53K ﹤0.01%
877
952
$53K ﹤0.01%
335
-7
953
$53K ﹤0.01%
2,004
+254
954
$53K ﹤0.01%
602
+3
955
$53K ﹤0.01%
6,666
956
$52K ﹤0.01%
2,347
+154
957
$52K ﹤0.01%
35
+6
958
$52K ﹤0.01%
246
-107
959
$52K ﹤0.01%
1,143
-32
960
$52K ﹤0.01%
880
+14
961
$52K ﹤0.01%
535
962
$52K ﹤0.01%
1,749
+631
963
$52K ﹤0.01%
1,332
964
$52K ﹤0.01%
356
+50
965
$52K ﹤0.01%
1,507
+52
966
$52K ﹤0.01%
1,099
+540
967
$51K ﹤0.01%
719
+491
968
$51K ﹤0.01%
993
969
$51K ﹤0.01%
4,398
+406
970
$51K ﹤0.01%
4,087
971
$51K ﹤0.01%
748
+735
972
$51K ﹤0.01%
5,284
+582
973
$51K ﹤0.01%
1,101
-18
974
$50K ﹤0.01%
1,325
975
$50K ﹤0.01%
1,114
-711
37 38
39
40 41