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
1951
$2K ﹤0.01%
54
-24
1952
$2K ﹤0.01%
10
-2,360
1953
$2K ﹤0.01%
120
1954
$2K ﹤0.01%
1,415
1955
$2K ﹤0.01%
+33
1956
$2K ﹤0.01%
49
+5
1957
$2K ﹤0.01%
86
1958
$2K ﹤0.01%
512
+177
1959
$2K ﹤0.01%
58
1960
$2K ﹤0.01%
+126
1961
$2K ﹤0.01%
18
-100
1962
$2K ﹤0.01%
+43
1963
$2K ﹤0.01%
91
1964
$2K ﹤0.01%
51
+21
1965
$2K ﹤0.01%
19
1966
$2K ﹤0.01%
2,774
-895
1967
$2K ﹤0.01%
46
1968
$2K ﹤0.01%
25
1969
$2K ﹤0.01%
163
1970
$2K ﹤0.01%
98
1971
$1K ﹤0.01%
50
1972
$1K ﹤0.01%
196
-63
1973
$1K ﹤0.01%
+11
1974
$1K ﹤0.01%
+37
1975
$1K ﹤0.01%
+33
77 78
79
80 81