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
2276
-66
2277
-307
2278
-55
2279
-3
2280
-800
2281
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2282
$0 ﹤0.01%
+18
2283
-759
2284
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2285
$0 ﹤0.01%
100
2286
-4
2287
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2288
$0 ﹤0.01%
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$0 ﹤0.01%
1
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$0 ﹤0.01%
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2293
$0 ﹤0.01%
+2
2294
0
2295
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$0 ﹤0.01%
1
2297
-1,523
2298
0
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$0 ﹤0.01%
1
2300
-205