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
1626
$5K ﹤0.01%
+775
1627
$5K ﹤0.01%
99
1628
$5K ﹤0.01%
+265
1629
$5K ﹤0.01%
95
+30
1630
$5K ﹤0.01%
38
1631
$5K ﹤0.01%
+30
1632
$5K ﹤0.01%
330
+18
1633
$5K ﹤0.01%
163
+108
1634
$5K ﹤0.01%
68
-21
1635
$5K ﹤0.01%
1,600
1636
$5K ﹤0.01%
260
-7
1637
$5K ﹤0.01%
129
-397
1638
$5K ﹤0.01%
37
-15
1639
$5K ﹤0.01%
+385
1640
$5K ﹤0.01%
122
+79
1641
$5K ﹤0.01%
31
-10
1642
$5K ﹤0.01%
146
+93
1643
$5K ﹤0.01%
+17
1644
$5K ﹤0.01%
72
-34
1645
$5K ﹤0.01%
80
-42
1646
$5K ﹤0.01%
134
-101
1647
$5K ﹤0.01%
500
1648
$5K ﹤0.01%
91
1649
$5K ﹤0.01%
195
-960
1650
$5K ﹤0.01%
146
64 65
66
67 68