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
1676
$4K ﹤0.01%
+262
1677
$4K ﹤0.01%
241
+2
1678
$4K ﹤0.01%
+188
1679
$4K ﹤0.01%
121
1680
$4K ﹤0.01%
65
+51
1681
$4K ﹤0.01%
417
-1,628
1682
$4K ﹤0.01%
392
-25
1683
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83
1684
$4K ﹤0.01%
159
1685
$4K ﹤0.01%
216
-1,487
1686
$4K ﹤0.01%
32
1687
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120
-357
1688
$4K ﹤0.01%
100
1689
$4K ﹤0.01%
40
1690
$4K ﹤0.01%
144
+71
1691
$4K ﹤0.01%
115
1692
$4K ﹤0.01%
256
-215
1693
$4K ﹤0.01%
81
1694
$4K ﹤0.01%
165
+64
1695
$4K ﹤0.01%
200
1696
$4K ﹤0.01%
32
-85
1697
$4K ﹤0.01%
38
1698
$4K ﹤0.01%
83
-42
1699
$4K ﹤0.01%
300
1700
$4K ﹤0.01%
215
-40
66 67
68
69 70