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
1076
$9K ﹤0.01%
333
+289
1077
$9K ﹤0.01%
79
-28
1078
$8K ﹤0.01%
69
+52
1079
$8K ﹤0.01%
454
+42
1080
$8K ﹤0.01%
381
-286
1081
$8K ﹤0.01%
337
1082
$8K ﹤0.01%
165
+87
1083
$8K ﹤0.01%
327
1084
$8K ﹤0.01%
329
+158
1085
$8K ﹤0.01%
251
+178
1086
$8K ﹤0.01%
86
1087
$8K ﹤0.01%
396
+93
1088
$8K ﹤0.01%
14
+9
1089
$8K ﹤0.01%
75
1090
$8K ﹤0.01%
+222
1091
$8K ﹤0.01%
371
+128
1092
$8K ﹤0.01%
78
1093
$8K ﹤0.01%
89
1094
$8K ﹤0.01%
536
+91
1095
$8K ﹤0.01%
+144
1096
$8K ﹤0.01%
256
+162
1097
$8K ﹤0.01%
+156
1098
$8K ﹤0.01%
+337
1099
$8K ﹤0.01%
179
+12
1100
$8K ﹤0.01%
311
-42
42 43
44
45 46