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
1301
$19K ﹤0.01%
343
-56
1302
$19K ﹤0.01%
76
+11
1303
$19K ﹤0.01%
+208
1304
$19K ﹤0.01%
76
-112
1305
$19K ﹤0.01%
750
1306
$19K ﹤0.01%
453
-396
1307
$18K ﹤0.01%
134
-6
1308
$18K ﹤0.01%
73
+12
1309
$18K ﹤0.01%
400
1310
$18K ﹤0.01%
438
1311
$18K ﹤0.01%
986
+479
1312
$18K ﹤0.01%
206
+58
1313
$18K ﹤0.01%
631
-24
1314
$18K ﹤0.01%
495
-82
1315
$18K ﹤0.01%
212
-23
1316
$18K ﹤0.01%
3,122
+542
1317
$18K ﹤0.01%
232
1318
$18K ﹤0.01%
300
-1,329
1319
$18K ﹤0.01%
16,000
1320
$18K ﹤0.01%
365
+64
1321
$18K ﹤0.01%
385
+51
1322
$17K ﹤0.01%
133
+35
1323
$17K ﹤0.01%
470
+272
1324
$17K ﹤0.01%
500
1325
$17K ﹤0.01%
700
51 52
53
54 55