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
1351
$3K ﹤0.01%
171
+45
1352
$3K ﹤0.01%
34
1353
$3K ﹤0.01%
188
-30
1354
$3K ﹤0.01%
119
+74
1355
$3K ﹤0.01%
+141
1356
$3K ﹤0.01%
671
1357
$3K ﹤0.01%
37
1358
$3K ﹤0.01%
342
1359
$3K ﹤0.01%
+114
1360
$3K ﹤0.01%
+207
1361
$3K ﹤0.01%
37
1362
$3K ﹤0.01%
+169
1363
$3K ﹤0.01%
+228
1364
$3K ﹤0.01%
31
+1
1365
$3K ﹤0.01%
148
1366
$3K ﹤0.01%
+34
1367
$3K ﹤0.01%
364
-468
1368
$3K ﹤0.01%
+63
1369
$3K ﹤0.01%
190
-360
1370
$3K ﹤0.01%
82
+48
1371
$3K ﹤0.01%
94
+7
1372
$3K ﹤0.01%
72
1373
$3K ﹤0.01%
195
1374
$3K ﹤0.01%
98
+28
1375
$3K ﹤0.01%
80
53 54
55
56 57