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
1451
$11K ﹤0.01%
314
-1,534
1452
$11K ﹤0.01%
250
+125
1453
$11K ﹤0.01%
178
1454
$11K ﹤0.01%
76
+20
1455
$11K ﹤0.01%
243
1456
$11K ﹤0.01%
246
-41
1457
$11K ﹤0.01%
108
+93
1458
$11K ﹤0.01%
837
1459
$10K ﹤0.01%
1,190
-19
1460
$10K ﹤0.01%
73
-2
1461
$10K ﹤0.01%
186
-1,681
1462
$10K ﹤0.01%
300
1463
$10K ﹤0.01%
82
+41
1464
$10K ﹤0.01%
530
+86
1465
$10K ﹤0.01%
233
1466
$10K ﹤0.01%
161
-25
1467
$10K ﹤0.01%
71
-45
1468
$10K ﹤0.01%
228
+156
1469
$10K ﹤0.01%
549
-500
1470
$10K ﹤0.01%
714
+479
1471
$10K ﹤0.01%
316
+5
1472
$10K ﹤0.01%
129
-69
1473
$10K ﹤0.01%
163
-68
1474
$10K ﹤0.01%
1,056
-15
1475
$10K ﹤0.01%
140
+12
57 58
59
60 61