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
1126
$7K ﹤0.01%
+191
1127
$7K ﹤0.01%
289
1128
$7K ﹤0.01%
141
+6
1129
$7K ﹤0.01%
+152
1130
$7K ﹤0.01%
186
-102
1131
$7K ﹤0.01%
295
-22
1132
$7K ﹤0.01%
+158
1133
$7K ﹤0.01%
1,461
+842
1134
$7K ﹤0.01%
672
-601
1135
$7K ﹤0.01%
875
1136
$7K ﹤0.01%
56
1137
$7K ﹤0.01%
150
+125
1138
$7K ﹤0.01%
+360
1139
$7K ﹤0.01%
+106
1140
$7K ﹤0.01%
880
-444
1141
$7K ﹤0.01%
265
-2
1142
$7K ﹤0.01%
188
+35
1143
$7K ﹤0.01%
84
1144
$7K ﹤0.01%
1,230
+335
1145
$7K ﹤0.01%
115
+63
1146
$7K ﹤0.01%
+381
1147
$7K ﹤0.01%
126
1148
$7K ﹤0.01%
+685
1149
$7K ﹤0.01%
185
1150
$7K ﹤0.01%
144
+77
44 45
46
47 48