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
2126
$1K ﹤0.01%
+55
2127
$1K ﹤0.01%
88
2128
$1K ﹤0.01%
+16
2129
$1K ﹤0.01%
+31
2130
$1K ﹤0.01%
18
-1
2131
$1K ﹤0.01%
+56
2132
$1K ﹤0.01%
71
-16
2133
$1K ﹤0.01%
7
2134
$1K ﹤0.01%
44
2135
$1K ﹤0.01%
45
2136
$1K ﹤0.01%
+7
2137
$1K ﹤0.01%
8
+6
2138
$1K ﹤0.01%
18
2139
$1K ﹤0.01%
21
2140
$1K ﹤0.01%
20
2141
$1K ﹤0.01%
+88
2142
$1K ﹤0.01%
66
-1,798
2143
$1K ﹤0.01%
3
-197
2144
$1K ﹤0.01%
+25
2145
$1K ﹤0.01%
74
2146
$1K ﹤0.01%
43
2147
$1K ﹤0.01%
12
+8
2148
$1K ﹤0.01%
+36
2149
$1K ﹤0.01%
14
2150
$1K ﹤0.01%
164
84 85
86
87 88