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
1076
$38K ﹤0.01%
4,000
+2,600
1077
$37K ﹤0.01%
609
-64
1078
$37K ﹤0.01%
1,141
1079
$37K ﹤0.01%
323
1080
$37K ﹤0.01%
1,032
+27
1081
$37K ﹤0.01%
570
1082
$37K ﹤0.01%
1,293
+1,128
1083
$37K ﹤0.01%
1,083
+462
1084
$37K ﹤0.01%
+926
1085
$37K ﹤0.01%
1,605
1086
$36K ﹤0.01%
68
+32
1087
$36K ﹤0.01%
361
+6
1088
$36K ﹤0.01%
312
1089
$36K ﹤0.01%
377
-73
1090
$36K ﹤0.01%
441
-111
1091
$36K ﹤0.01%
859
-130
1092
$36K ﹤0.01%
275
1093
$36K ﹤0.01%
+1,376
1094
$36K ﹤0.01%
569
-264
1095
$35K ﹤0.01%
1,952
1096
$35K ﹤0.01%
378
1097
$35K ﹤0.01%
443
-121
1098
$35K ﹤0.01%
693
+17
1099
$35K ﹤0.01%
2,200
-1,362
1100
$35K ﹤0.01%
853
+55
42 43
44
45 46