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
1451
$2K ﹤0.01%
17
1452
$2K ﹤0.01%
98
1453
$2K ﹤0.01%
+64
1454
$2K ﹤0.01%
+94
1455
$2K ﹤0.01%
+244
1456
$2K ﹤0.01%
+599
1457
$2K ﹤0.01%
503
1458
$2K ﹤0.01%
88
1459
$2K ﹤0.01%
+18
1460
$2K ﹤0.01%
7
+1
1461
$2K ﹤0.01%
28
+14
1462
$2K ﹤0.01%
102
+51
1463
$2K ﹤0.01%
+40
1464
$2K ﹤0.01%
38
1465
$2K ﹤0.01%
262
-406
1466
$2K ﹤0.01%
+50
1467
$2K ﹤0.01%
+47
1468
$2K ﹤0.01%
39
1469
$2K ﹤0.01%
136
+110
1470
$2K ﹤0.01%
300
1471
$2K ﹤0.01%
+50
1472
$2K ﹤0.01%
159
1473
$2K ﹤0.01%
+300
1474
$2K ﹤0.01%
8
1475
$2K ﹤0.01%
133
-62
57 58
59
60 61