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
1301
$4K ﹤0.01%
236
1302
$4K ﹤0.01%
144
1303
$4K ﹤0.01%
58
1304
$4K ﹤0.01%
+315
1305
$4K ﹤0.01%
50
-21
1306
$4K ﹤0.01%
221
+117
1307
$4K ﹤0.01%
227
1308
$4K ﹤0.01%
200
1309
$4K ﹤0.01%
+181
1310
$4K ﹤0.01%
80
+5
1311
$4K ﹤0.01%
164
1312
$4K ﹤0.01%
62
1313
$4K ﹤0.01%
+150
1314
$4K ﹤0.01%
123
-906
1315
$4K ﹤0.01%
+38
1316
$4K ﹤0.01%
148
-54
1317
$4K ﹤0.01%
100
1318
$4K ﹤0.01%
+102
1319
$4K ﹤0.01%
+106
1320
$4K ﹤0.01%
+168
1321
$4K ﹤0.01%
176
+108
1322
$4K ﹤0.01%
+128
1323
$4K ﹤0.01%
215
1324
$4K ﹤0.01%
+84
1325
$4K ﹤0.01%
+300
51 52
53
54 55