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
1776
$3K ﹤0.01%
+104
1777
$3K ﹤0.01%
58
-31
1778
$3K ﹤0.01%
56
+22
1779
$3K ﹤0.01%
111
-889
1780
$3K ﹤0.01%
46
1781
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32
1782
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+38
1783
$3K ﹤0.01%
86
1784
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37
1785
$3K ﹤0.01%
354
1786
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79
1787
$3K ﹤0.01%
+19
1788
$3K ﹤0.01%
44
1789
$3K ﹤0.01%
201
-1,259
1790
$3K ﹤0.01%
+138
1791
$3K ﹤0.01%
+200
1792
$3K ﹤0.01%
133
1793
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36
1794
$3K ﹤0.01%
30
1795
$3K ﹤0.01%
244
1796
$3K ﹤0.01%
77
1797
$3K ﹤0.01%
31
1798
$3K ﹤0.01%
+39
1799
$3K ﹤0.01%
136
1800
$3K ﹤0.01%
36
70 71
72
73 74