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
1851
$2K ﹤0.01%
62
1852
$2K ﹤0.01%
64
1853
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66
1854
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71
1855
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+70
1856
$2K ﹤0.01%
+47
1857
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775
1858
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32
1859
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97
-238
1860
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76
1861
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105
1862
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35
1863
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53
-16
1864
$2K ﹤0.01%
32
1865
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+163
1866
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21
+12
1867
$2K ﹤0.01%
130
1868
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17
1869
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+40
1870
$2K ﹤0.01%
66
1871
$2K ﹤0.01%
30
1872
$2K ﹤0.01%
+59
1873
$2K ﹤0.01%
+48
1874
$2K ﹤0.01%
54
-655
1875
$2K ﹤0.01%
112
+26
73 74
75
76 77