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
1926
$2K ﹤0.01%
+364
1927
$2K ﹤0.01%
+16
1928
$2K ﹤0.01%
23
1929
$2K ﹤0.01%
137
1930
$2K ﹤0.01%
46
-156
1931
$2K ﹤0.01%
2
1932
$2K ﹤0.01%
29
1933
$2K ﹤0.01%
+50
1934
$2K ﹤0.01%
+45
1935
$2K ﹤0.01%
19
-100
1936
$2K ﹤0.01%
31
+1
1937
$2K ﹤0.01%
35
-50
1938
$2K ﹤0.01%
481
1939
$2K ﹤0.01%
114
1940
$2K ﹤0.01%
87
1941
$2K ﹤0.01%
142
-148
1942
$2K ﹤0.01%
123
+12
1943
$2K ﹤0.01%
26
1944
$2K ﹤0.01%
305
1945
$2K ﹤0.01%
21
-49
1946
$2K ﹤0.01%
33
+5
1947
$2K ﹤0.01%
49
1948
$2K ﹤0.01%
+233
1949
$2K ﹤0.01%
+69
1950
$2K ﹤0.01%
+32
76 77
78
79 80