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
1426
$2K ﹤0.01%
101
+40
1427
$2K ﹤0.01%
64
1428
$2K ﹤0.01%
16
+4
1429
$2K ﹤0.01%
+150
1430
$2K ﹤0.01%
+112
1431
$2K ﹤0.01%
+28
1432
$2K ﹤0.01%
+87
1433
$2K ﹤0.01%
58
1434
$2K ﹤0.01%
16
1435
$2K ﹤0.01%
17
1436
$2K ﹤0.01%
20
1437
$2K ﹤0.01%
149
+56
1438
$2K ﹤0.01%
39
1439
$2K ﹤0.01%
95
+59
1440
$2K ﹤0.01%
88
1441
$2K ﹤0.01%
19
1442
$2K ﹤0.01%
+16
1443
$2K ﹤0.01%
+100
1444
$2K ﹤0.01%
+70
1445
$2K ﹤0.01%
72
1446
$2K ﹤0.01%
208
1447
$2K ﹤0.01%
+95
1448
$2K ﹤0.01%
+29
1449
$2K ﹤0.01%
132
1450
$2K ﹤0.01%
+100
56 57
58
59 60