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
1251
$5K ﹤0.01%
184
+175
1252
$5K ﹤0.01%
203
+88
1253
$5K ﹤0.01%
89
+69
1254
$5K ﹤0.01%
+285
1255
$5K ﹤0.01%
+106
1256
$5K ﹤0.01%
+74
1257
$5K ﹤0.01%
+20
1258
$5K ﹤0.01%
+96
1259
$5K ﹤0.01%
+428
1260
$5K ﹤0.01%
55
1261
$5K ﹤0.01%
+87
1262
$5K ﹤0.01%
+73
1263
$5K ﹤0.01%
+750
1264
$5K ﹤0.01%
311
1265
$5K ﹤0.01%
+99
1266
$5K ﹤0.01%
206
+128
1267
$5K ﹤0.01%
72
+63
1268
$5K ﹤0.01%
174
+145
1269
$5K ﹤0.01%
+69
1270
$5K ﹤0.01%
137
+20
1271
$5K ﹤0.01%
22
-4
1272
$5K ﹤0.01%
+154
1273
$5K ﹤0.01%
+100
1274
$5K ﹤0.01%
260
+238
1275
$4K ﹤0.01%
68
49 50
51
52 53