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
1101
$35K ﹤0.01%
237
-624
1102
$35K ﹤0.01%
200
1103
$34K ﹤0.01%
1,332
-54
1104
$34K ﹤0.01%
924
1105
$34K ﹤0.01%
92
+36
1106
$34K ﹤0.01%
821
+444
1107
$34K ﹤0.01%
164
-31
1108
$34K ﹤0.01%
589
+5
1109
$34K ﹤0.01%
1,716
-2,073
1110
$34K ﹤0.01%
968
1111
$34K ﹤0.01%
386
-20
1112
$33K ﹤0.01%
1,161
1113
$33K ﹤0.01%
651
+18
1114
$33K ﹤0.01%
1,500
-97
1115
$33K ﹤0.01%
460
+278
1116
$33K ﹤0.01%
390
+211
1117
$33K ﹤0.01%
2,345
1118
$33K ﹤0.01%
3,748
+328
1119
$33K ﹤0.01%
2,382
-177
1120
$32K ﹤0.01%
1,214
-993
1121
$32K ﹤0.01%
300
+29
1122
$32K ﹤0.01%
844
+56
1123
$32K ﹤0.01%
655
-264
1124
$32K ﹤0.01%
386
1125
$32K ﹤0.01%
1,314
-30
43 44
45
46 47