S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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%
35
-1,834
1952
$2K ﹤0.01%
23
1953
$2K ﹤0.01%
100
1954
$2K ﹤0.01%
130
1955
$2K ﹤0.01%
88
1956
$2K ﹤0.01%
22
1957
$2K ﹤0.01%
89
-52
1958
$2K ﹤0.01%
125
-223
1959
$2K ﹤0.01%
96
1960
$2K ﹤0.01%
140
1961
$2K ﹤0.01%
+364
1962
$2K ﹤0.01%
+16
1963
$2K ﹤0.01%
23
1964
$2K ﹤0.01%
137
1965
$2K ﹤0.01%
31
+1
1966
$2K ﹤0.01%
35
-50
1967
$2K ﹤0.01%
481
1968
$2K ﹤0.01%
87
1969
$2K ﹤0.01%
142
-148
1970
$2K ﹤0.01%
305
1971
$1K ﹤0.01%
25
1972
$1K ﹤0.01%
41
-10
1973
$1K ﹤0.01%
+29
1974
$1K ﹤0.01%
63
1975
$1K ﹤0.01%
51
+5
77 78
79
80 81