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
976
$12K ﹤0.01%
202
+134
977
$12K ﹤0.01%
110
+101
978
$12K ﹤0.01%
407
979
$12K ﹤0.01%
195
+172
980
$12K ﹤0.01%
62
-4
981
$11K ﹤0.01%
148
+133
982
$11K ﹤0.01%
77
-25
983
$11K ﹤0.01%
70
+50
984
$11K ﹤0.01%
8,249
+2,213
985
$11K ﹤0.01%
215
+172
986
$11K ﹤0.01%
198
987
$11K ﹤0.01%
127
+6
988
$11K ﹤0.01%
174
+129
989
$11K ﹤0.01%
200
990
$11K ﹤0.01%
245
+14
991
$11K ﹤0.01%
674
+148
992
$11K ﹤0.01%
800
-300
993
$11K ﹤0.01%
155
+124
994
$11K ﹤0.01%
+292
995
$11K ﹤0.01%
+141
996
$11K ﹤0.01%
401
+368
997
$11K ﹤0.01%
115
998
$11K ﹤0.01%
200
-3,653
999
$11K ﹤0.01%
205
+72
1000
$11K ﹤0.01%
12
+8
38 39
40
41 42