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
1126
$32K ﹤0.01%
281
+70
1127
$32K ﹤0.01%
240
-21
1128
$32K ﹤0.01%
2,000
1129
$32K ﹤0.01%
848
-513
1130
$31K ﹤0.01%
707
1131
$31K ﹤0.01%
2,184
+18
1132
$31K ﹤0.01%
610
1133
$31K ﹤0.01%
1,020
+387
1134
$31K ﹤0.01%
859
+28
1135
$31K ﹤0.01%
260
+94
1136
$31K ﹤0.01%
1,500
1137
$31K ﹤0.01%
+728
1138
$31K ﹤0.01%
106
+23
1139
$31K ﹤0.01%
2,619
+51
1140
$31K ﹤0.01%
701
-193
1141
$31K ﹤0.01%
494
-5
1142
$31K ﹤0.01%
2,331
1143
$31K ﹤0.01%
683
-346
1144
$30K ﹤0.01%
808
1145
$30K ﹤0.01%
114
1146
$30K ﹤0.01%
470
+113
1147
$30K ﹤0.01%
247
+10
1148
$29K ﹤0.01%
4,340
-2,307
1149
$29K ﹤0.01%
1,799
+29
1150
$29K ﹤0.01%
+872
44 45
46
47 48