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
1876
$2K ﹤0.01%
28
-4
1877
$2K ﹤0.01%
+250
1878
$2K ﹤0.01%
146
-12
1879
$2K ﹤0.01%
93
1880
$2K ﹤0.01%
+233
1881
$2K ﹤0.01%
14
1882
$2K ﹤0.01%
73
1883
$2K ﹤0.01%
51
-75
1884
$2K ﹤0.01%
161
-42
1885
$2K ﹤0.01%
115
+8
1886
$2K ﹤0.01%
9
1887
$2K ﹤0.01%
53
+1
1888
$2K ﹤0.01%
46
-3
1889
$2K ﹤0.01%
+52
1890
$2K ﹤0.01%
61
1891
$2K ﹤0.01%
58
+46
1892
$2K ﹤0.01%
87
1893
$2K ﹤0.01%
31
1894
$2K ﹤0.01%
31
1895
$2K ﹤0.01%
103
1896
$2K ﹤0.01%
+9
1897
$2K ﹤0.01%
26
+15
1898
$2K ﹤0.01%
47
1899
$2K ﹤0.01%
110
1900
$2K ﹤0.01%
1,568
+568
74 75
76
77 78