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
1176
$27K ﹤0.01%
+370
1177
$27K ﹤0.01%
1,260
+939
1178
$27K ﹤0.01%
401
1179
$27K ﹤0.01%
1,484
+224
1180
$27K ﹤0.01%
426
+19
1181
$27K ﹤0.01%
1,287
1182
$26K ﹤0.01%
223
+19
1183
$26K ﹤0.01%
1,128
-618
1184
$26K ﹤0.01%
8,422
1185
$26K ﹤0.01%
999
-683
1186
$26K ﹤0.01%
1,332
+290
1187
$26K ﹤0.01%
796
-15
1188
$26K ﹤0.01%
1,086
-1,071
1189
$26K ﹤0.01%
764
+121
1190
$25K ﹤0.01%
707
1191
$25K ﹤0.01%
1,164
+13
1192
$25K ﹤0.01%
210
+64
1193
$25K ﹤0.01%
796
1194
$25K ﹤0.01%
473
+110
1195
$25K ﹤0.01%
5,212
-16,239
1196
$25K ﹤0.01%
1,013
+224
1197
$25K ﹤0.01%
921
-497
1198
$25K ﹤0.01%
+415
1199
$25K ﹤0.01%
+1,577
1200
$25K ﹤0.01%
1,000
46 47
48
49 50