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
1901
$2K ﹤0.01%
+14
1902
$2K ﹤0.01%
100
-300
1903
$2K ﹤0.01%
36
-4
1904
$2K ﹤0.01%
24
+2
1905
$2K ﹤0.01%
117
1906
$2K ﹤0.01%
+9
1907
$2K ﹤0.01%
60
1908
$2K ﹤0.01%
+51
1909
$2K ﹤0.01%
+44
1910
$2K ﹤0.01%
115
1911
$2K ﹤0.01%
62
-335
1912
$2K ﹤0.01%
37
-10
1913
$2K ﹤0.01%
35
-1,834
1914
$2K ﹤0.01%
23
1915
$2K ﹤0.01%
100
1916
$2K ﹤0.01%
+40
1917
$2K ﹤0.01%
21
1918
$2K ﹤0.01%
44
1919
$2K ﹤0.01%
130
1920
$2K ﹤0.01%
88
1921
$2K ﹤0.01%
22
1922
$2K ﹤0.01%
89
-52
1923
$2K ﹤0.01%
125
-223
1924
$2K ﹤0.01%
96
1925
$2K ﹤0.01%
140
75 76
77
78 79