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
76
$646K 0.09%
20,150
+4,650
77
$642K 0.09%
16,520
+1,620
78
$637K 0.09%
7,163
+194
79
$623K 0.09%
4,230
+60
80
$614K 0.09%
9,739
+4,250
81
$605K 0.09%
38,629
+9,861
82
$605K 0.09%
14,250
-200
83
$598K 0.09%
18,817
+6,245
84
$585K 0.09%
2,732
+49
85
$575K 0.08%
66,786
+1,602
86
$573K 0.08%
16,217
-2,258
87
$565K 0.08%
19,871
+46
88
$549K 0.08%
79,128
-12,576
89
$547K 0.08%
4,538
+807
90
$525K 0.08%
7,666
+843
91
$518K 0.08%
11,409
-1,137
92
$516K 0.08%
3,834
+2,672
93
$512K 0.07%
12,996
+3,816
94
$508K 0.07%
7,175
-1,175
95
$503K 0.07%
33,099
+1,437
96
$495K 0.07%
2,965
+654
97
$488K 0.07%
6,204
+503
98
$485K 0.07%
15,450
-225
99
$485K 0.07%
3,463
+655
100
$481K 0.07%
5,379
+546
2 3
4
5 6