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
2101
$1K ﹤0.01%
60
-129
2102
$1K ﹤0.01%
21
+2
2103
$1K ﹤0.01%
58
-71
2104
$1K ﹤0.01%
+112
2105
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+107
2106
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20
2107
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+13
2108
$1K ﹤0.01%
+55
2109
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+81
2110
$1K ﹤0.01%
15
2111
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58
2112
$1K ﹤0.01%
19
2113
$1K ﹤0.01%
72
2114
$1K ﹤0.01%
24
-4
2115
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33
-6
2116
$1K ﹤0.01%
283
2117
$1K ﹤0.01%
+79
2118
$1K ﹤0.01%
+321
2119
$1K ﹤0.01%
308
-172
2120
$1K ﹤0.01%
10
2121
$1K ﹤0.01%
55
2122
$1K ﹤0.01%
50
+38
2123
$1K ﹤0.01%
40
2124
$1K ﹤0.01%
90
2125
$1K ﹤0.01%
+16
83 84
85
86 87