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
1476
$2K ﹤0.01%
34
1477
$2K ﹤0.01%
+100
1478
$2K ﹤0.01%
181
1479
$2K ﹤0.01%
165
1480
$2K ﹤0.01%
36
1481
$2K ﹤0.01%
+64
1482
$1K ﹤0.01%
+50
1483
$1K ﹤0.01%
7
1484
$1K ﹤0.01%
18
1485
$1K ﹤0.01%
23
1486
$1K ﹤0.01%
13
+2
1487
$1K ﹤0.01%
82
+30
1488
$1K ﹤0.01%
28
1489
$1K ﹤0.01%
7
1490
$1K ﹤0.01%
156
-14
1491
$1K ﹤0.01%
+96
1492
$1K ﹤0.01%
28
1493
$1K ﹤0.01%
42
+11
1494
$1K ﹤0.01%
221
1495
$1K ﹤0.01%
+149
1496
$1K ﹤0.01%
52
1497
$1K ﹤0.01%
+42
1498
$1K ﹤0.01%
10
1499
$1K ﹤0.01%
25
-14
1500
$1K ﹤0.01%
13
58 59
60
61 62