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
1226
$5K ﹤0.01%
1,600
1227
$5K ﹤0.01%
189
-470
1228
$5K ﹤0.01%
100
1229
$5K ﹤0.01%
105
1230
$5K ﹤0.01%
97
1231
$5K ﹤0.01%
150
1232
$5K ﹤0.01%
164
-42
1233
$5K ﹤0.01%
100
+50
1234
$5K ﹤0.01%
+183
1235
$5K ﹤0.01%
374
1236
$5K ﹤0.01%
8
+4
1237
$5K ﹤0.01%
152
+113
1238
$5K ﹤0.01%
89
+52
1239
$5K ﹤0.01%
+158
1240
$5K ﹤0.01%
485
-414
1241
$5K ﹤0.01%
90
1242
$5K ﹤0.01%
+216
1243
$5K ﹤0.01%
+76
1244
$5K ﹤0.01%
+112
1245
$5K ﹤0.01%
282
1246
$5K ﹤0.01%
104
1247
$5K ﹤0.01%
+195
1248
$5K ﹤0.01%
475
+277
1249
$5K ﹤0.01%
100
1250
$5K ﹤0.01%
+97
48 49
50
51 52