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
1651
$5K ﹤0.01%
480
+327
1652
$5K ﹤0.01%
176
+103
1653
$5K ﹤0.01%
170
+69
1654
$5K ﹤0.01%
268
1655
$5K ﹤0.01%
248
+43
1656
$5K ﹤0.01%
+199
1657
$5K ﹤0.01%
120
1658
$5K ﹤0.01%
+71
1659
$5K ﹤0.01%
+236
1660
$5K ﹤0.01%
+47
1661
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58
+22
1662
$5K ﹤0.01%
803
1663
$5K ﹤0.01%
71
1664
$4K ﹤0.01%
128
-101
1665
$4K ﹤0.01%
178
+47
1666
$4K ﹤0.01%
161
+63
1667
$4K ﹤0.01%
69
+3
1668
$4K ﹤0.01%
173
1669
$4K ﹤0.01%
187
-1
1670
$4K ﹤0.01%
62
+21
1671
$4K ﹤0.01%
105
+67
1672
$4K ﹤0.01%
+4
1673
$4K ﹤0.01%
102
-82
1674
$4K ﹤0.01%
100
1675
$4K ﹤0.01%
+34