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
1826
$3K ﹤0.01%
62
1827
$3K ﹤0.01%
+66
1828
$3K ﹤0.01%
282
1829
$3K ﹤0.01%
95
1830
$3K ﹤0.01%
+59
1831
$3K ﹤0.01%
12
1832
$3K ﹤0.01%
170
1833
$3K ﹤0.01%
98
+29
1834
$3K ﹤0.01%
66
1835
$3K ﹤0.01%
210
1836
$3K ﹤0.01%
154
1837
$3K ﹤0.01%
18
-40
1838
$3K ﹤0.01%
63
-16
1839
$3K ﹤0.01%
+77
1840
$3K ﹤0.01%
+102
1841
$3K ﹤0.01%
9
1842
$3K ﹤0.01%
120
1843
$3K ﹤0.01%
100
1844
$3K ﹤0.01%
307
1845
$3K ﹤0.01%
132
1846
$3K ﹤0.01%
+53
1847
$3K ﹤0.01%
68
1848
$2K ﹤0.01%
21
-49
1849
$2K ﹤0.01%
33
+5
1850
$2K ﹤0.01%
49
72 73
74
75 76