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
1801
$3K ﹤0.01%
+100
1802
$3K ﹤0.01%
104
-36
1803
$3K ﹤0.01%
+170
1804
$3K ﹤0.01%
36
1805
$3K ﹤0.01%
33
+15
1806
$3K ﹤0.01%
+834
1807
$3K ﹤0.01%
62
1808
$3K ﹤0.01%
+66
1809
$3K ﹤0.01%
282
1810
$3K ﹤0.01%
95
1811
$3K ﹤0.01%
+59
1812
$3K ﹤0.01%
12
1813
$3K ﹤0.01%
170
1814
$3K ﹤0.01%
98
+29
1815
$3K ﹤0.01%
66
1816
$3K ﹤0.01%
210
1817
$3K ﹤0.01%
154
1818
$3K ﹤0.01%
18
-40
1819
$3K ﹤0.01%
63
-16
1820
$3K ﹤0.01%
+77
1821
$3K ﹤0.01%
+102
1822
$3K ﹤0.01%
9
1823
$3K ﹤0.01%
120
1824
$3K ﹤0.01%
100
1825
$3K ﹤0.01%
307
71 72
73
74 75