S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$22.2M
2 +$15.4M
3 +$8.08M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.77M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.78M

Top Sells

1 +$43M
2 +$7.18M
3 +$1.87M
4
STI
SunTrust Banks, Inc.
STI
+$1.33M
5
BWXT icon
BWX Technologies
BWXT
+$1.15M

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
1276
$20K ﹤0.01%
431
-69
1277
$20K ﹤0.01%
423
1278
$20K ﹤0.01%
46,747
1279
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403
-42
1280
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750
1281
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581
-154
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344
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250
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134
+13
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341
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300
1288
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757
+30
1289
$19K ﹤0.01%
1,061
-344
1290
$19K ﹤0.01%
701
-1,115
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$19K ﹤0.01%
221
+126
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$19K ﹤0.01%
349
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1293
$19K ﹤0.01%
4,041
-4,894
1294
$19K ﹤0.01%
317
+192
1295
$19K ﹤0.01%
160
-100
1296
$19K ﹤0.01%
390
+78
1297
$19K ﹤0.01%
126
-40
1298
$19K ﹤0.01%
+1,120
1299
$19K ﹤0.01%
873
-3,000
1300
$19K ﹤0.01%
750