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
1676
$4K ﹤0.01%
173
1677
$4K ﹤0.01%
187
-1
1678
$4K ﹤0.01%
62
+21
1679
$4K ﹤0.01%
105
+67
1680
$4K ﹤0.01%
+4
1681
$4K ﹤0.01%
102
-82
1682
$4K ﹤0.01%
100
1683
$4K ﹤0.01%
+34
1684
$4K ﹤0.01%
+262
1685
$4K ﹤0.01%
241
+2
1686
$4K ﹤0.01%
+188
1687
$4K ﹤0.01%
121
1688
$4K ﹤0.01%
65
+51
1689
$4K ﹤0.01%
417
-1,628
1690
$4K ﹤0.01%
392
-25
1691
$4K ﹤0.01%
83
1692
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159
1693
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216
-1,487
1694
$4K ﹤0.01%
32
1695
$4K ﹤0.01%
120
-357
1696
$4K ﹤0.01%
100
1697
$4K ﹤0.01%
40
1698
$4K ﹤0.01%
144
+71
1699
$4K ﹤0.01%
115
1700
$4K ﹤0.01%
256
-215
66 67
68
69 70