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
1326
$4K ﹤0.01%
+150
1327
$4K ﹤0.01%
265
-1,700
1328
$4K ﹤0.01%
+236
1329
$4K ﹤0.01%
+280
1330
$4K ﹤0.01%
+96
1331
$4K ﹤0.01%
+143
1332
$4K ﹤0.01%
291
-144
1333
$4K ﹤0.01%
130
+62
1334
$4K ﹤0.01%
+124
1335
$4K ﹤0.01%
693
1336
$4K ﹤0.01%
515
-165
1337
$4K ﹤0.01%
+131
1338
$4K ﹤0.01%
470
1339
$3K ﹤0.01%
44
+6
1340
$3K ﹤0.01%
+169
1341
$3K ﹤0.01%
115
1342
$3K ﹤0.01%
43
1343
$3K ﹤0.01%
+775
1344
$3K ﹤0.01%
+104
1345
$3K ﹤0.01%
+36
1346
$3K ﹤0.01%
154
1347
$3K ﹤0.01%
45
-78
1348
$3K ﹤0.01%
131
+22
1349
$3K ﹤0.01%
+106
1350
$3K ﹤0.01%
171
52 53
54
55 56