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
1601
$6K ﹤0.01%
255
+86
1602
$6K ﹤0.01%
73
1603
$6K ﹤0.01%
146
+125
1604
$6K ﹤0.01%
146
1605
$6K ﹤0.01%
115
1606
$6K ﹤0.01%
93
+26
1607
$6K ﹤0.01%
+68
1608
$6K ﹤0.01%
191
+51
1609
$6K ﹤0.01%
490
1610
$6K ﹤0.01%
+540
1611
$6K ﹤0.01%
128
1612
$6K ﹤0.01%
203
+162
1613
$6K ﹤0.01%
114
-1,425
1614
$6K ﹤0.01%
649
1615
$6K ﹤0.01%
22
1616
$6K ﹤0.01%
332
1617
$6K ﹤0.01%
575
1618
$6K ﹤0.01%
94
1619
$6K ﹤0.01%
258
+130
1620
$6K ﹤0.01%
339
+120
1621
$5K ﹤0.01%
+235
1622
$5K ﹤0.01%
351
-14,055
1623
$5K ﹤0.01%
51
-11
1624
$5K ﹤0.01%
499
+243
1625
$5K ﹤0.01%
500
63 64
65
66 67