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
2051
$1K ﹤0.01%
11
-9
2052
$1K ﹤0.01%
40
2053
$1K ﹤0.01%
+31
2054
$1K ﹤0.01%
25
2055
$1K ﹤0.01%
41
-10
2056
$1K ﹤0.01%
+29
2057
$1K ﹤0.01%
63
2058
$1K ﹤0.01%
51
+5
2059
$1K ﹤0.01%
+22
2060
$1K ﹤0.01%
+885
2061
$1K ﹤0.01%
27
2062
$1K ﹤0.01%
+19
2063
$1K ﹤0.01%
33
2064
$1K ﹤0.01%
22
2065
$1K ﹤0.01%
17
2066
$1K ﹤0.01%
+11
2067
$1K ﹤0.01%
+22
2068
$1K ﹤0.01%
9
2069
$1K ﹤0.01%
+63
2070
$1K ﹤0.01%
56
2071
$1K ﹤0.01%
+50
2072
$1K ﹤0.01%
+29
2073
$1K ﹤0.01%
14
2074
$1K ﹤0.01%
+151
2075
$1K ﹤0.01%
25