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
1401
$2K ﹤0.01%
+22
1402
$2K ﹤0.01%
64
1403
$2K ﹤0.01%
31
1404
$2K ﹤0.01%
14
-241
1405
$2K ﹤0.01%
207
+85
1406
$2K ﹤0.01%
29
-130
1407
$2K ﹤0.01%
58
1408
$2K ﹤0.01%
18
+7
1409
$2K ﹤0.01%
20
1410
$2K ﹤0.01%
75
1411
$2K ﹤0.01%
+100
1412
$2K ﹤0.01%
+46
1413
$2K ﹤0.01%
47
+20
1414
$2K ﹤0.01%
385
1415
$2K ﹤0.01%
37
1416
$2K ﹤0.01%
+133
1417
$2K ﹤0.01%
36
1418
$2K ﹤0.01%
51
1419
$2K ﹤0.01%
50
+12
1420
$2K ﹤0.01%
192
1421
$2K ﹤0.01%
+150
1422
$2K ﹤0.01%
916
-1,241
1423
$2K ﹤0.01%
45
1424
$2K ﹤0.01%
93
-126
1425
$2K ﹤0.01%
27
55 56
57
58 59