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
1151
$7K ﹤0.01%
300
1152
$7K ﹤0.01%
53
+31
1153
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79
1154
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454
+398
1155
$7K ﹤0.01%
278
+55
1156
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300
1157
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248
+55
1158
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201
1159
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142
+124
1160
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+102
1161
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151
-692
1162
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231
+180
1163
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105
+84
1164
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170
+50
1165
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86
+20
1166
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1167
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1168
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114
1169
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1170
$6K ﹤0.01%
105
-228
1171
$6K ﹤0.01%
702
+103
1172
$6K ﹤0.01%
+760
1173
$6K ﹤0.01%
+118
1174
$6K ﹤0.01%
73
+58
1175
$6K ﹤0.01%
191