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
$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
1251
$22K ﹤0.01%
1,008
1252
$22K ﹤0.01%
405
1253
$22K ﹤0.01%
804
+49
1254
$22K ﹤0.01%
316
-21
1255
$22K ﹤0.01%
194
+46
1256
$22K ﹤0.01%
197
+43
1257
$22K ﹤0.01%
1,058
-761
1258
$22K ﹤0.01%
5,380
+4,820
1259
$21K ﹤0.01%
969
1260
$21K ﹤0.01%
2,772
-4,622
1261
$21K ﹤0.01%
280
1262
$21K ﹤0.01%
750
+36
1263
$21K ﹤0.01%
167
+40
1264
$21K ﹤0.01%
546
+138
1265
$21K ﹤0.01%
640
+76
1266
$21K ﹤0.01%
851
1267
$21K ﹤0.01%
1,000
1268
$21K ﹤0.01%
909
+840
1269
$21K ﹤0.01%
1,051
+798
1270
$21K ﹤0.01%
+326
1271
$21K ﹤0.01%
601
+32
1272
$20K ﹤0.01%
517
-11
1273
$20K ﹤0.01%
3,010
1274
$20K ﹤0.01%
410
1275
$20K ﹤0.01%
431
-69