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
1351
$16K ﹤0.01%
254
-44
1352
$16K ﹤0.01%
292
-404
1353
$16K ﹤0.01%
+1,289
1354
$15K ﹤0.01%
82
+18
1355
$15K ﹤0.01%
309
-315
1356
$15K ﹤0.01%
1,366
+36
1357
$15K ﹤0.01%
107
1358
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141
+63
1359
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1,001
1360
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156
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511
1362
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129
+121
1363
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328
+3
1364
$15K ﹤0.01%
2,000
1365
$15K ﹤0.01%
247
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1367
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451
+180
1368
$15K ﹤0.01%
350
1369
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1,500
1370
$15K ﹤0.01%
1,500
1371
$15K ﹤0.01%
185
-300
1372
$14K ﹤0.01%
274
1373
$14K ﹤0.01%
339
1374
$14K ﹤0.01%
124
-22
1375
$14K ﹤0.01%
967
-314