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
1276
$20K ﹤0.01%
423
1277
$20K ﹤0.01%
46,747
1278
$20K ﹤0.01%
403
-42
1279
$20K ﹤0.01%
750
1280
$20K ﹤0.01%
411
1281
$20K ﹤0.01%
581
-154
1282
$20K ﹤0.01%
1,800
1283
$19K ﹤0.01%
300
1284
$19K ﹤0.01%
341
1285
$19K ﹤0.01%
757
+30
1286
$19K ﹤0.01%
1,061
-344
1287
$19K ﹤0.01%
344
-43
1288
$19K ﹤0.01%
701
-1,115
1289
$19K ﹤0.01%
221
+126
1290
$19K ﹤0.01%
349
+28
1291
$19K ﹤0.01%
4,041
-4,894
1292
$19K ﹤0.01%
317
+192
1293
$19K ﹤0.01%
160
-100
1294
$19K ﹤0.01%
390
+78
1295
$19K ﹤0.01%
250
1296
$19K ﹤0.01%
134
+13
1297
$19K ﹤0.01%
126
-40
1298
$19K ﹤0.01%
+1,120
1299
$19K ﹤0.01%
873
-3,000
1300
$19K ﹤0.01%
750
50 51
52
53 54