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
1101
$8K ﹤0.01%
202
1102
$8K ﹤0.01%
320
1103
$8K ﹤0.01%
+10
1104
$8K ﹤0.01%
490
1105
$8K ﹤0.01%
+74
1106
$8K ﹤0.01%
+360
1107
$8K ﹤0.01%
+263
1108
$8K ﹤0.01%
566
+240
1109
$8K ﹤0.01%
478
-805
1110
$8K ﹤0.01%
234
+92
1111
$8K ﹤0.01%
542
1112
$8K ﹤0.01%
125
+102
1113
$8K ﹤0.01%
121
+112
1114
$7K ﹤0.01%
386
+88
1115
$7K ﹤0.01%
1,149
1116
$7K ﹤0.01%
+1,000
1117
$7K ﹤0.01%
+379
1118
$7K ﹤0.01%
+300
1119
$7K ﹤0.01%
435
1120
$7K ﹤0.01%
+103
1121
$7K ﹤0.01%
+284
1122
$7K ﹤0.01%
122
+90
1123
$7K ﹤0.01%
1,532
+152
1124
$7K ﹤0.01%
157
-5,362
1125
$7K ﹤0.01%
+150