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
1501
$1K ﹤0.01%
40
1502
$1K ﹤0.01%
58
1503
$1K ﹤0.01%
8
1504
$1K ﹤0.01%
23
+7
1505
$1K ﹤0.01%
+20
1506
$1K ﹤0.01%
+40
1507
$1K ﹤0.01%
35
+34
1508
$1K ﹤0.01%
21
1509
$1K ﹤0.01%
2
1510
$1K ﹤0.01%
+423
1511
$1K ﹤0.01%
23
1512
– –
0
1513
$1K ﹤0.01%
31
1514
$1K ﹤0.01%
95
-3,357
1515
$1K ﹤0.01%
25
-2,782
1516
$1K ﹤0.01%
+110
1517
$1K ﹤0.01%
14
1518
$1K ﹤0.01%
78
1519
$1K ﹤0.01%
22
1520
$1K ﹤0.01%
+14
1521
$1K ﹤0.01%
38
-45
1522
$1K ﹤0.01%
18
1523
$1K ﹤0.01%
4
1524
$1K ﹤0.01%
97
+28
1525
$1K ﹤0.01%
+38
59 60
61
62 63