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
1401
$13K ﹤0.01%
253
+6
1402
$12K ﹤0.01%
185
+5
1403
$12K ﹤0.01%
631
-410
1404
$12K ﹤0.01%
+3,600
1405
$12K ﹤0.01%
264
1406
$12K ﹤0.01%
1,000
1407
$12K ﹤0.01%
298
1408
$12K ﹤0.01%
622
-1,023
1409
$12K ﹤0.01%
278
+2
1410
$12K ﹤0.01%
202
+105
1411
$12K ﹤0.01%
77
+33
1412
$12K ﹤0.01%
+111
1413
$12K ﹤0.01%
3,000
1414
$12K ﹤0.01%
208
+152
1415
$12K ﹤0.01%
322
1416
$12K ﹤0.01%
133
-30
1417
$12K ﹤0.01%
91
+36
1418
$12K ﹤0.01%
133
-36
1419
$12K ﹤0.01%
149
+44
1420
$12K ﹤0.01%
910
-35
1421
$12K ﹤0.01%
448
1422
$12K ﹤0.01%
377
-23
1423
$12K ﹤0.01%
213
1424
$12K ﹤0.01%
285
1425
$12K ﹤0.01%
300