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
2051
$1K ﹤0.01%
21
2052
$1K ﹤0.01%
20
2053
$1K ﹤0.01%
+88
2054
$1K ﹤0.01%
66
-1,798
2055
$1K ﹤0.01%
3
-197
2056
$1K ﹤0.01%
+25
2057
$1K ﹤0.01%
74
2058
$1K ﹤0.01%
43
2059
$1K ﹤0.01%
12
+8
2060
$1K ﹤0.01%
+36
2061
$1K ﹤0.01%
14
2062
$1K ﹤0.01%
164
2063
$1K ﹤0.01%
35
2064
$1K ﹤0.01%
15
+3
2065
$1K ﹤0.01%
60
2066
$1K ﹤0.01%
+30
2067
$1K ﹤0.01%
+16
2068
$1K ﹤0.01%
7
2069
$1K ﹤0.01%
50
2070
$1K ﹤0.01%
196
-63
2071
$1K ﹤0.01%
+11
2072
$1K ﹤0.01%
+37
2073
$1K ﹤0.01%
+33
2074
$1K ﹤0.01%
+31
2075
$1K ﹤0.01%
27
81 82
83
84 85