S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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%
68
-21
1627
$5K ﹤0.01%
1,600
1628
$5K ﹤0.01%
260
-7
1629
$5K ﹤0.01%
129
-397
1630
$5K ﹤0.01%
37
-15
1631
$5K ﹤0.01%
+385
1632
$5K ﹤0.01%
+235
1633
$5K ﹤0.01%
351
-14,055
1634
$5K ﹤0.01%
122
+79
1635
$5K ﹤0.01%
31
-10
1636
$5K ﹤0.01%
146
+93
1637
$5K ﹤0.01%
+17
1638
$5K ﹤0.01%
72
-34
1639
$5K ﹤0.01%
80
-42
1640
$5K ﹤0.01%
134
-101
1641
$5K ﹤0.01%
500
1642
$5K ﹤0.01%
91
1643
$5K ﹤0.01%
195
-960
1644
$5K ﹤0.01%
146
1645
$5K ﹤0.01%
480
+327
1646
$5K ﹤0.01%
176
+103
1647
$5K ﹤0.01%
170
+69
1648
$5K ﹤0.01%
268
1649
$5K ﹤0.01%
248
+43
1650
$5K ﹤0.01%
+199
64 65
66
67 68