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
1426
$12K ﹤0.01%
630
+277
1427
$12K ﹤0.01%
62
1428
$12K ﹤0.01%
322
1429
$12K ﹤0.01%
192
-10
1430
$12K ﹤0.01%
875
-200
1431
$12K ﹤0.01%
103
+63
1432
$12K ﹤0.01%
15
1433
$12K ﹤0.01%
367
+78
1434
$12K ﹤0.01%
705
+567
1435
$11K ﹤0.01%
259
-12
1436
$11K ﹤0.01%
229
-422
1437
$11K ﹤0.01%
719
1438
$11K ﹤0.01%
724
+94
1439
$11K ﹤0.01%
187
-24
1440
$11K ﹤0.01%
277
1441
$11K ﹤0.01%
104
1442
$11K ﹤0.01%
142
-101
1443
$11K ﹤0.01%
163
1444
$11K ﹤0.01%
62
+42
1445
$11K ﹤0.01%
500
1446
$11K ﹤0.01%
391
+86
1447
$11K ﹤0.01%
276
+25
1448
$11K ﹤0.01%
+943
1449
$11K ﹤0.01%
176
+15
1450
$11K ﹤0.01%
108
+9