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
1526
$1K ﹤0.01%
+60
1527
$1K ﹤0.01%
45
1528
$1K ﹤0.01%
+50
1529
$1K ﹤0.01%
+38
1530
$1K ﹤0.01%
11
1531
$1K ﹤0.01%
10
+4
1532
$1K ﹤0.01%
28
1533
$1K ﹤0.01%
26
-724
1534
$1K ﹤0.01%
20
1535
$1K ﹤0.01%
+43
1536
$1K ﹤0.01%
502
1537
$1K ﹤0.01%
+57
1538
$1K ﹤0.01%
164
1539
$1K ﹤0.01%
+10
1540
$1K ﹤0.01%
27
+5
1541
$1K ﹤0.01%
36
-150
1542
$1K ﹤0.01%
37
-100
1543
$1K ﹤0.01%
12
1544
$1K ﹤0.01%
98
1545
$1K ﹤0.01%
18
1546
$1K ﹤0.01%
17
1547
$1K ﹤0.01%
59
-244
1548
$1K ﹤0.01%
17
1549
$1K ﹤0.01%
29
1550
$1K ﹤0.01%
+56
60 61
62
63 64