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
2026
$1K ﹤0.01%
14
2027
$1K ﹤0.01%
+15
2028
$1K ﹤0.01%
115
+66
2029
$1K ﹤0.01%
+66
2030
$1K ﹤0.01%
16
2031
$1K ﹤0.01%
+24
2032
$1K ﹤0.01%
+25
2033
$1K ﹤0.01%
29
-6
2034
$1K ﹤0.01%
+15
2035
$1K ﹤0.01%
40
+32
2036
$1K ﹤0.01%
26
+6
2037
$1K ﹤0.01%
100
-15
2038
$1K ﹤0.01%
9
-4
2039
$1K ﹤0.01%
+32
2040
$1K ﹤0.01%
+247
2041
$1K ﹤0.01%
52
2042
$1K ﹤0.01%
+29
2043
$1K ﹤0.01%
+55
2044
$1K ﹤0.01%
88
2045
$1K ﹤0.01%
+16
2046
$1K ﹤0.01%
+31
2047
$1K ﹤0.01%
18
-1
2048
$1K ﹤0.01%
44
2049
$1K ﹤0.01%
45
2050
$1K ﹤0.01%
18
80 81
82
83 84