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
1001
$11K ﹤0.01%
373
+306
1002
$11K ﹤0.01%
565
-482
1003
$11K ﹤0.01%
361
+279
1004
$11K ﹤0.01%
+500
1005
$11K ﹤0.01%
144
1006
$11K ﹤0.01%
675
1007
$10K ﹤0.01%
228
1008
$10K ﹤0.01%
+12
1009
$10K ﹤0.01%
+258
1010
$10K ﹤0.01%
162
+42
1011
$10K ﹤0.01%
529
1012
$10K ﹤0.01%
602
+148
1013
$10K ﹤0.01%
394
1014
$10K ﹤0.01%
219
+53
1015
$10K ﹤0.01%
896
-2,114
1016
$10K ﹤0.01%
190
1017
$10K ﹤0.01%
311
+62
1018
$10K ﹤0.01%
297
+62
1019
$10K ﹤0.01%
108
-15
1020
$10K ﹤0.01%
118
+17
1021
$10K ﹤0.01%
151
1022
$10K ﹤0.01%
+314
1023
$10K ﹤0.01%
269
-1,036
1024
$10K ﹤0.01%
200
1025
$10K ﹤0.01%
+6
39 40
41
42 43