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
1751
$3K ﹤0.01%
+4
1752
$3K ﹤0.01%
64
1753
$3K ﹤0.01%
37
-960
1754
$3K ﹤0.01%
77
1755
$3K ﹤0.01%
42
-18
1756
$3K ﹤0.01%
195
1757
$3K ﹤0.01%
+503
1758
$3K ﹤0.01%
+104
1759
$3K ﹤0.01%
58
-31
1760
$3K ﹤0.01%
56
+22
1761
$3K ﹤0.01%
44
1762
$3K ﹤0.01%
201
-1,259
1763
$3K ﹤0.01%
31
1764
$3K ﹤0.01%
+39
1765
$3K ﹤0.01%
195
1766
$3K ﹤0.01%
250
+10
1767
$3K ﹤0.01%
226
-113
1768
$3K ﹤0.01%
3,500
1769
$3K ﹤0.01%
76
-26
1770
$3K ﹤0.01%
+31
1771
$3K ﹤0.01%
54
+36
1772
$3K ﹤0.01%
300
1773
$3K ﹤0.01%
38
1774
$3K ﹤0.01%
102
1775
$3K ﹤0.01%
104
69 70
71
72 73