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
$685M
AUM Growth
+$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,707
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$5.89M
3
+$4.88M
4
LOW icon
Lowe's Companies
LOW
+$4.58M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.75M

Top Sells

1
+$72.9M
2
+$14.6M
3
+$1.28M
4
VT icon
Vanguard Total World Stock ETF
VT
+$926K
5
GAS
AGL Resources Inc
GAS
+$899K

Sector Composition

1 Consumer Staples 7.01%
2 Financials 4.96%
3 Industrials 3.98%
4 Energy 3.08%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$282K 0.04%
+22,508
177
$281K 0.04%
5,940
+921
178
$280K 0.04%
4,364
+1,051
179
$276K 0.04%
2,612
-429
180
$276K 0.04%
7,384
+4,102
181
$274K 0.04%
3,392
-625
182
$270K 0.04%
5,650
-1,193
183
$267K 0.04%
9,154
+6,572
184
$264K 0.04%
6,920
+3,440
185
$264K 0.04%
3,132
+61
186
$261K 0.04%
3,876
-190
187
$259K 0.04%
7,202
+1,786
188
$257K 0.04%
4,776
+2,360
189
$257K 0.04%
4,442
-312
190
$254K 0.04%
7,470
+1,975
191
$247K 0.04%
1,881
+220
192
$244K 0.04%
7,058
+6,434
193
$242K 0.04%
2,846
+635
194
$241K 0.04%
3,464
+2,032
195
$239K 0.03%
4,248
+3,716
196
$238K 0.03%
2,817
+1,418
197
$234K 0.03%
5,217
+371
198
$230K 0.03%
+4,150
199
$229K 0.03%
2,980
+465
200
$228K 0.03%
2,177
+816
6 7
8
9 10