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
1201
$6K ﹤0.01%
+618
1202
$6K ﹤0.01%
+317
1203
$6K ﹤0.01%
297
-2
1204
$6K ﹤0.01%
+201
1205
$6K ﹤0.01%
+213
1206
$6K ﹤0.01%
315
1207
$6K ﹤0.01%
350
-450
1208
$6K ﹤0.01%
207
+67
1209
$6K ﹤0.01%
+288
1210
$6K ﹤0.01%
139
+123
1211
$6K ﹤0.01%
223
-17
1212
$6K ﹤0.01%
+940
1213
$6K ﹤0.01%
+314
1214
$6K ﹤0.01%
+111
1215
$6K ﹤0.01%
+111
1216
$6K ﹤0.01%
+755
1217
$6K ﹤0.01%
168
1218
$5K ﹤0.01%
112
1219
$5K ﹤0.01%
53
+5
1220
$5K ﹤0.01%
198
-23
1221
$5K ﹤0.01%
156
-44
1222
$5K ﹤0.01%
26
+6
1223
$5K ﹤0.01%
39
1224
$5K ﹤0.01%
+148
1225
$5K ﹤0.01%
207
+71
47 48
49
50 51