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
$1.35B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,368
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$15.7M
3 +$8.08M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.01M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.14M

Top Sells

1 +$43.8M
2 +$7.52M
3 +$1.87M
4
STI
SunTrust Banks, Inc.
STI
+$1.33M
5
BWXT icon
BWX Technologies
BWXT
+$1.21M

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
1526
$8K ﹤0.01%
143
-1
1527
$8K ﹤0.01%
131
+18
1528
$8K ﹤0.01%
72
+41
1529
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152
1530
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74
1531
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773
+485
1532
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22
+10
1533
$8K ﹤0.01%
450
1534
$8K ﹤0.01%
142
+71
1535
$8K ﹤0.01%
949
+325
1536
$8K ﹤0.01%
82
-303
1537
$8K ﹤0.01%
+1,071
1538
$8K ﹤0.01%
2,116
1539
$8K ﹤0.01%
498
-63
1540
$8K ﹤0.01%
444
-69
1541
$8K ﹤0.01%
500
1542
$8K ﹤0.01%
70
1543
$7K ﹤0.01%
338
-206
1544
$7K ﹤0.01%
183
-60
1545
$7K ﹤0.01%
+463
1546
$7K ﹤0.01%
1,032
+715
1547
$7K ﹤0.01%
15
+8
1548
$7K ﹤0.01%
211
-27
1549
$7K ﹤0.01%
184
+20
1550
$7K ﹤0.01%
182
+50