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
1176
$6K ﹤0.01%
1,658
+55
1177
$6K ﹤0.01%
+127
1178
$6K ﹤0.01%
82
1179
$6K ﹤0.01%
62
1180
$6K ﹤0.01%
52
1181
$6K ﹤0.01%
137
+55
1182
$6K ﹤0.01%
572
+130
1183
$6K ﹤0.01%
347
-1,044
1184
$6K ﹤0.01%
106
1185
$6K ﹤0.01%
+291
1186
$6K ﹤0.01%
+134
1187
$6K ﹤0.01%
51
+25
1188
$6K ﹤0.01%
170
1189
$6K ﹤0.01%
220
1190
$6K ﹤0.01%
931
-701
1191
$6K ﹤0.01%
48
+2
1192
$6K ﹤0.01%
40
-6
1193
$6K ﹤0.01%
+108
1194
$6K ﹤0.01%
58
1195
$6K ﹤0.01%
310
1196
$6K ﹤0.01%
+33
1197
$6K ﹤0.01%
139
+14
1198
$6K ﹤0.01%
+324
1199
$6K ﹤0.01%
+145
1200
$6K ﹤0.01%
80
+48
46 47
48
49 50