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
2076
$1K ﹤0.01%
57
-8
2077
$1K ﹤0.01%
+22
2078
$1K ﹤0.01%
+25
2079
$1K ﹤0.01%
+23
2080
$1K ﹤0.01%
+4
2081
$1K ﹤0.01%
22
2082
$1K ﹤0.01%
20
2083
$1K ﹤0.01%
26
-6
2084
$1K ﹤0.01%
42
2085
$1K ﹤0.01%
+45
2086
$1K ﹤0.01%
129
+79
2087
$1K ﹤0.01%
+36
2088
$1K ﹤0.01%
66
2089
$1K ﹤0.01%
+143
2090
$1K ﹤0.01%
31
-1
2091
$1K ﹤0.01%
+95
2092
$1K ﹤0.01%
358
2093
$1K ﹤0.01%
+1
2094
$1K ﹤0.01%
38
2095
$1K ﹤0.01%
35
2096
$1K ﹤0.01%
31
-1,393
2097
$1K ﹤0.01%
+232
2098
$1K ﹤0.01%
+11
2099
$1K ﹤0.01%
12
2100
$1K ﹤0.01%
227
82 83
84
85 86