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
1151
$29K ﹤0.01%
1,232
-340
1152
$29K ﹤0.01%
906
+2
1153
$29K ﹤0.01%
875
+308
1154
$29K ﹤0.01%
+1,535
1155
$29K ﹤0.01%
239
1156
$29K ﹤0.01%
96
+12
1157
$29K ﹤0.01%
450
1158
$29K ﹤0.01%
507
+156
1159
$28K ﹤0.01%
350
-20
1160
$28K ﹤0.01%
1,077
-432
1161
$28K ﹤0.01%
266
-102
1162
$28K ﹤0.01%
2,982
-332
1163
$28K ﹤0.01%
182
+31
1164
$28K ﹤0.01%
433
1165
$28K ﹤0.01%
679
-8
1166
$28K ﹤0.01%
1,505
+5
1167
$28K ﹤0.01%
482
-677
1168
$28K ﹤0.01%
172
-135
1169
$28K ﹤0.01%
352
+60
1170
$28K ﹤0.01%
547
+149
1171
$28K ﹤0.01%
849
+112
1172
$27K ﹤0.01%
877
+62
1173
$27K ﹤0.01%
508
-12
1174
$27K ﹤0.01%
161
1175
$27K ﹤0.01%
970
+585
45 46
47
48 49