S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$22.2M
2 +$15.4M
3 +$8.08M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.77M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.78M

Top Sells

1 +$43M
2 +$7.18M
3 +$1.87M
4
STI
SunTrust Banks, Inc.
STI
+$1.33M
5
BWXT icon
BWX Technologies
BWXT
+$1.15M

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
1826
$3K ﹤0.01%
195
1827
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42
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1829
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37
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1830
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1831
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607
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1835
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25
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1838
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1839
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1,029
+106
1840
$3K ﹤0.01%
3,500
1841
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1842
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1843
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1844
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1845
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1846
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250
+10
1847
$3K ﹤0.01%
226
-113
1848
$2K ﹤0.01%
46
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$2K ﹤0.01%
2
1850
$2K ﹤0.01%
29