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
1051
$9K ﹤0.01%
251
+223
1052
$9K ﹤0.01%
321
-171
1053
$9K ﹤0.01%
54
+42
1054
$9K ﹤0.01%
213
1055
$9K ﹤0.01%
+174
1056
$9K ﹤0.01%
320
+48
1057
$9K ﹤0.01%
122
+65
1058
$9K ﹤0.01%
57
+18
1059
$9K ﹤0.01%
960
+160
1060
$9K ﹤0.01%
187
1061
$9K ﹤0.01%
238
+201
1062
$9K ﹤0.01%
+423
1063
$9K ﹤0.01%
920
+775
1064
$9K ﹤0.01%
152
-62
1065
$9K ﹤0.01%
+96
1066
$9K ﹤0.01%
579
1067
$9K ﹤0.01%
+119
1068
$9K ﹤0.01%
143
+17
1069
$9K ﹤0.01%
122
1070
$9K ﹤0.01%
+456
1071
$9K ﹤0.01%
+202
1072
$9K ﹤0.01%
+372
1073
$9K ﹤0.01%
137
+65
1074
$9K ﹤0.01%
1,092
1075
$9K ﹤0.01%
341
41 42
43
44 45