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
1551
$7K ﹤0.01%
366
+228
1552
$7K ﹤0.01%
98
+23
1553
$7K ﹤0.01%
82
+22
1554
$7K ﹤0.01%
138
-194
1555
$7K ﹤0.01%
86
-1
1556
$7K ﹤0.01%
101
+23
1557
$7K ﹤0.01%
97
1558
$7K ﹤0.01%
120
-260
1559
$7K ﹤0.01%
141
1560
$7K ﹤0.01%
52
-5
1561
$7K ﹤0.01%
650
1562
$7K ﹤0.01%
88
-142
1563
$7K ﹤0.01%
78
-60
1564
$7K ﹤0.01%
210
+75
1565
$7K ﹤0.01%
+335
1566
$7K ﹤0.01%
75
1567
$7K ﹤0.01%
+675
1568
$7K ﹤0.01%
1,909
+715
1569
$7K ﹤0.01%
44
+6
1570
$7K ﹤0.01%
182
-141
1571
$7K ﹤0.01%
327
+52
1572
$7K ﹤0.01%
127
+38
1573
$7K ﹤0.01%
37
+12
1574
$7K ﹤0.01%
310
-168
1575
$7K ﹤0.01%
161
+30
61 62
63
64 65