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
1276
$4K ﹤0.01%
+76
1277
$4K ﹤0.01%
167
+136
1278
$4K ﹤0.01%
+200
1279
$4K ﹤0.01%
51
1280
$4K ﹤0.01%
55
1281
$4K ﹤0.01%
+140
1282
$4K ﹤0.01%
11
1283
$4K ﹤0.01%
120
-55
1284
$4K ﹤0.01%
535
+423
1285
$4K ﹤0.01%
+230
1286
$4K ﹤0.01%
2,000
1287
$4K ﹤0.01%
+74
1288
$4K ﹤0.01%
153
1289
$4K ﹤0.01%
+428
1290
$4K ﹤0.01%
+193
1291
$4K ﹤0.01%
+38
1292
$4K ﹤0.01%
+89
1293
$4K ﹤0.01%
+288
1294
$4K ﹤0.01%
73
-1,983
1295
$4K ﹤0.01%
229
1296
$4K ﹤0.01%
+66
1297
$4K ﹤0.01%
+182
1298
$4K ﹤0.01%
485
+305
1299
$4K ﹤0.01%
+91
1300
$4K ﹤0.01%
+118
50 51
52
53 54