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
2026
$1K ﹤0.01%
90
2027
$1K ﹤0.01%
11
2028
$1K ﹤0.01%
+25
2029
$1K ﹤0.01%
18
-6
2030
$1K ﹤0.01%
41
2031
$1K ﹤0.01%
8
2032
$1K ﹤0.01%
100
-15
2033
$1K ﹤0.01%
9
-4
2034
$1K ﹤0.01%
+123
2035
$1K ﹤0.01%
32
2036
$1K ﹤0.01%
112
2037
$1K ﹤0.01%
30
2038
$1K ﹤0.01%
44
+39
2039
$1K ﹤0.01%
20
2040
$1K ﹤0.01%
+52
2041
$1K ﹤0.01%
+16
2042
$1K ﹤0.01%
+288
2043
$1K ﹤0.01%
30
2044
$1K ﹤0.01%
+71
2045
$1K ﹤0.01%
460
+391
2046
$1K ﹤0.01%
+123
2047
$1K ﹤0.01%
17
2048
$1K ﹤0.01%
+28
2049
$1K ﹤0.01%
9
2050
$1K ﹤0.01%
66
80 81
82
83 84