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
1551
$1K ﹤0.01%
46
1552
$1K ﹤0.01%
13
1553
$1K ﹤0.01%
78
1554
$1K ﹤0.01%
22
1555
$1K ﹤0.01%
+30
1556
$1K ﹤0.01%
+5
1557
$1K ﹤0.01%
+34
1558
$1K ﹤0.01%
16
1559
$1K ﹤0.01%
+100
1560
$1K ﹤0.01%
133
1561
$1K ﹤0.01%
43
1562
$1K ﹤0.01%
35
1563
$1K ﹤0.01%
60
1564
$1K ﹤0.01%
+36
1565
$1K ﹤0.01%
6
1566
$1K ﹤0.01%
25
1567
$1K ﹤0.01%
+350
1568
$1K ﹤0.01%
22
1569
$1K ﹤0.01%
12
1570
$1K ﹤0.01%
8
1571
$1K ﹤0.01%
74
-231
1572
$1K ﹤0.01%
+200
1573
$1K ﹤0.01%
50
-123
1574
– –
-5,454
1575
– –
-863
61 62
63
64 65