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
1576
$7K ﹤0.01%
113
+96
1577
$7K ﹤0.01%
129
-266
1578
$7K ﹤0.01%
300
+53
1579
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90
+78
1580
$7K ﹤0.01%
441
-564
1581
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+2,254
1582
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178
+31
1583
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50
1584
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+217
1585
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49
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1586
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84
1587
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+580
1588
$6K ﹤0.01%
683
+11
1589
$6K ﹤0.01%
136
+81
1590
$6K ﹤0.01%
192
1591
$6K ﹤0.01%
80
-168
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+419
1593
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+341
1594
$6K ﹤0.01%
143
1595
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81
1596
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71
+20
1597
$6K ﹤0.01%
189
1598
$6K ﹤0.01%
106
+25
1599
$6K ﹤0.01%
1,328
-1,147
1600
$6K ﹤0.01%
715
-1,016