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
$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
1226
$23K ﹤0.01%
870
+77
1227
$23K ﹤0.01%
150
1228
$23K ﹤0.01%
495
-176
1229
$23K ﹤0.01%
908
+38
1230
$23K ﹤0.01%
733
1231
$23K ﹤0.01%
53
+35
1232
$23K ﹤0.01%
141
1233
$23K ﹤0.01%
251
+1
1234
$23K ﹤0.01%
373
1235
$23K ﹤0.01%
338
1236
$23K ﹤0.01%
168
1237
$23K ﹤0.01%
199
-849
1238
$22K ﹤0.01%
609
1239
$22K ﹤0.01%
216
-32
1240
$22K ﹤0.01%
151
1241
$22K ﹤0.01%
560
1242
$22K ﹤0.01%
200
1243
$22K ﹤0.01%
314
1244
$22K ﹤0.01%
718
1245
$22K ﹤0.01%
1,348
-1,008
1246
$22K ﹤0.01%
3,228
+894
1247
$22K ﹤0.01%
112
+28
1248
$22K ﹤0.01%
597
+11
1249
$22K ﹤0.01%
524
1250
$22K ﹤0.01%
1,912
+1,261
48 49
50
51 52