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
1651
$5K ﹤0.01%
120
1652
$5K ﹤0.01%
+71
1653
$5K ﹤0.01%
+236
1654
$5K ﹤0.01%
51
-11
1655
$5K ﹤0.01%
499
+243
1656
$5K ﹤0.01%
500
1657
$5K ﹤0.01%
+775
1658
$5K ﹤0.01%
+47
1659
$5K ﹤0.01%
99
1660
$5K ﹤0.01%
+265
1661
$5K ﹤0.01%
95
+30
1662
$5K ﹤0.01%
803
1663
$5K ﹤0.01%
71
1664
$4K ﹤0.01%
237
+82
1665
$4K ﹤0.01%
21
1666
$4K ﹤0.01%
168
-341
1667
$4K ﹤0.01%
36
-5
1668
$4K ﹤0.01%
+24
1669
$4K ﹤0.01%
+38
1670
$4K ﹤0.01%
+82
1671
$4K ﹤0.01%
+78
1672
$4K ﹤0.01%
128
-101
1673
$4K ﹤0.01%
178
+47
1674
$4K ﹤0.01%
161
+63
1675
$4K ﹤0.01%
69
+3
65 66
67
68 69