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
1826
$3K ﹤0.01%
132
1827
$3K ﹤0.01%
+53
1828
$3K ﹤0.01%
68
1829
$3K ﹤0.01%
195
1830
$3K ﹤0.01%
42
-18
1831
$3K ﹤0.01%
77
1832
$3K ﹤0.01%
64
1833
$3K ﹤0.01%
607
-91
1834
$3K ﹤0.01%
100
1835
$3K ﹤0.01%
150
+104
1836
$3K ﹤0.01%
195
1837
$3K ﹤0.01%
250
+10
1838
$3K ﹤0.01%
25
+10
1839
$3K ﹤0.01%
49
+36
1840
$3K ﹤0.01%
414
-151
1841
$3K ﹤0.01%
34
1842
$3K ﹤0.01%
1,029
+106
1843
$3K ﹤0.01%
226
-113
1844
$3K ﹤0.01%
3,500
1845
$3K ﹤0.01%
33
1846
$3K ﹤0.01%
+55
1847
$3K ﹤0.01%
188
1848
$2K ﹤0.01%
40
1849
$2K ﹤0.01%
+279
1850
$2K ﹤0.01%
62
72 73
74
75 76