S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
101
$480K 0.07%
5,803
+2,640
102
$478K 0.07%
20,028
-2,596
103
$468K 0.07%
8,577
+1,027
104
$459K 0.07%
4,389
+553
105
$456K 0.07%
6,059
+5,399
106
$452K 0.07%
5,645
+1,654
107
$439K 0.06%
6,131
+1,000
108
$434K 0.06%
3,898
+90
109
$431K 0.06%
3,740
+926
110
$428K 0.06%
8,094
-149
111
$421K 0.06%
2,527
-339
112
$417K 0.06%
5,890
+1,410
113
$413K 0.06%
6,451
+244
114
$411K 0.06%
3,695
-99
115
$409K 0.06%
+7,423
116
$401K 0.06%
+6,106
117
$400K 0.06%
13,832
+1,332
118
$398K 0.06%
11,550
-8,101
119
$396K 0.06%
9,892
-1,286
120
$395K 0.06%
4,574
+87
121
$392K 0.06%
4,277
+147
122
$387K 0.06%
6,015
+2,807
123
$387K 0.06%
3,259
+2,016
124
$377K 0.06%
31,199
+13,851
125
$374K 0.05%
6,800
-100
3 4
5
6 7