S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$22.2M
2 +$15.4M
3 +$8.08M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.77M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.78M

Top Sells

1 +$43M
2 +$7.18M
3 +$1.87M
4
STI
SunTrust Banks, Inc.
STI
+$1.33M
5
BWXT icon
BWX Technologies
BWXT
+$1.15M

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%
+11
2077
$1K ﹤0.01%
+22
2078
$1K ﹤0.01%
9
2079
$1K ﹤0.01%
+63
2080
$1K ﹤0.01%
56
2081
$1K ﹤0.01%
+50
2082
$1K ﹤0.01%
+29
2083
$1K ﹤0.01%
14
2084
$1K ﹤0.01%
25
2085
$1K ﹤0.01%
+25
2086
$1K ﹤0.01%
32
2087
$1K ﹤0.01%
+89
2088
$1K ﹤0.01%
+39
2089
$1K ﹤0.01%
44
-35
2090
$1K ﹤0.01%
+30
2091
$1K ﹤0.01%
44
2092
$1K ﹤0.01%
+32
2093
$1K ﹤0.01%
272
-9,913
2094
$1K ﹤0.01%
56
2095
$1K ﹤0.01%
207
-2,297
2096
$1K ﹤0.01%
10
2097
$1K ﹤0.01%
49
2098
$1K ﹤0.01%
30
2099
$1K ﹤0.01%
114
+20
2100
$1K ﹤0.01%
21
+2