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SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
2226
– –
-4,000
2227
– –
-5,000
2228
– –
-38
2229
– –
-51
2230
$0 ﹤0.01%
19
2231
– –
-50
2232
$0 ﹤0.01%
1
2233
$0 ﹤0.01%
22
-13
2234
– –
-23
2235
– –
-1,008
2236
$0 ﹤0.01%
29
2237
– –
-114
2238
– –
-9
2239
$0 ﹤0.01%
+1
2240
– –
0
2241
$0 ﹤0.01%
1
-3
2242
– –
-73
2243
$0 ﹤0.01%
17
2244
$0 ﹤0.01%
73
2245
– –
-252
2246
– –
0
2247
$0 ﹤0.01%
12
-1,070
2248
– –
0
2249
– –
-6
2250
– –
-794
88 89
90
91 92