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
1476
$10K ﹤0.01%
109
+32
1477
$10K ﹤0.01%
369
+87
1478
$10K ﹤0.01%
180
1479
$10K ﹤0.01%
297
-2,941
1480
$10K ﹤0.01%
199
+8
1481
$10K ﹤0.01%
1,026
1482
$10K ﹤0.01%
2,247
1483
$10K ﹤0.01%
499
+211
1484
$10K ﹤0.01%
242
-529
1485
$9K ﹤0.01%
2,000
-3,053
1486
$9K ﹤0.01%
49
1487
$9K ﹤0.01%
131
+48
1488
$9K ﹤0.01%
82
1489
$9K ﹤0.01%
+92
1490
$9K ﹤0.01%
282
1491
$9K ﹤0.01%
115
1492
$9K ﹤0.01%
1,730
1493
$9K ﹤0.01%
233
+135
1494
$9K ﹤0.01%
129
1495
$9K ﹤0.01%
501
-268
1496
$9K ﹤0.01%
218
+193
1497
$9K ﹤0.01%
600
+370
1498
$9K ﹤0.01%
226
+55
1499
$9K ﹤0.01%
2,000
1500
$9K ﹤0.01%
130
-12