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
1026
$10K ﹤0.01%
303
1027
$10K ﹤0.01%
204
+6
1028
$10K ﹤0.01%
297
+36
1029
$10K ﹤0.01%
130
+102
1030
$10K ﹤0.01%
134
+91
1031
$10K ﹤0.01%
+340
1032
$10K ﹤0.01%
86
1033
$10K ﹤0.01%
258
1034
$10K ﹤0.01%
180
1035
$10K ﹤0.01%
220
+34
1036
$10K ﹤0.01%
343
-38
1037
$10K ﹤0.01%
415
-301
1038
$10K ﹤0.01%
+258
1039
$10K ﹤0.01%
687
+327
1040
$10K ﹤0.01%
76
+19
1041
$10K ﹤0.01%
1,116
+610
1042
$10K ﹤0.01%
91
1043
$10K ﹤0.01%
842
+780
1044
$9K ﹤0.01%
323
1045
$9K ﹤0.01%
120
+89
1046
$9K ﹤0.01%
800
1047
$9K ﹤0.01%
324
+228
1048
$9K ﹤0.01%
+630
1049
$9K ﹤0.01%
+108
1050
$9K ﹤0.01%
973
40 41
42
43 44