S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$22.2M
2 +$15.4M
3 +$8.08M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.77M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.78M

Top Sells

1 +$43M
2 +$7.18M
3 +$1.87M
4
STI
SunTrust Banks, Inc.
STI
+$1.33M
5
BWXT icon
BWX Technologies
BWXT
+$1.15M

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
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178
1454
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76
+20
1455
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243
1456
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246
-41
1457
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108
+93
1458
$11K ﹤0.01%
837
1459
$10K ﹤0.01%
82
+41
1460
$10K ﹤0.01%
530
+86
1461
$10K ﹤0.01%
233
1462
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161
-25
1463
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71
-45
1464
$10K ﹤0.01%
228
+156
1465
$10K ﹤0.01%
1,190
-19
1466
$10K ﹤0.01%
73
-2
1467
$10K ﹤0.01%
186
-1,681
1468
$10K ﹤0.01%
300
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