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
1026
$43K ﹤0.01%
10,700
1027
$43K ﹤0.01%
2,231
+280
1028
$43K ﹤0.01%
278
+31
1029
$42K ﹤0.01%
618
+71
1030
$42K ﹤0.01%
+775
1031
$42K ﹤0.01%
379
-10
1032
$42K ﹤0.01%
944
1033
$42K ﹤0.01%
739
-15
1034
$42K ﹤0.01%
910
1035
$41K ﹤0.01%
143
+33
1036
$41K ﹤0.01%
564
+17
1037
$41K ﹤0.01%
665
1038
$41K ﹤0.01%
429
+1
1039
$41K ﹤0.01%
993
+23
1040
$41K ﹤0.01%
251
1041
$41K ﹤0.01%
914
+35
1042
$41K ﹤0.01%
787
+35
1043
$41K ﹤0.01%
720
1044
$41K ﹤0.01%
306
+81
1045
$41K ﹤0.01%
285
-60
1046
$41K ﹤0.01%
1,547
-37
1047
$41K ﹤0.01%
682
+56
1048
$40K ﹤0.01%
189
+26
1049
$40K ﹤0.01%
231
-8
1050
$40K ﹤0.01%
2,023
+1,275
40 41
42
43 44