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
2101
$1K ﹤0.01%
+33
2102
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25
2103
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58
2104
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51
-14
2105
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2106
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+16
2107
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12
2108
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113
2109
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18
+7
2110
$1K ﹤0.01%
47
2111
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14
2112
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+15
2113
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115
+66
2114
$1K ﹤0.01%
+66
2115
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16
2116
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+24
2117
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+25
2118
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29
-6
2119
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+15
2120
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40
+32
2121
$1K ﹤0.01%
26
+6
2122
$1K ﹤0.01%
+32
2123
$1K ﹤0.01%
+247
2124
$1K ﹤0.01%
52
2125
$1K ﹤0.01%
+29