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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
2326
– –
-4
2327
– –
-20
2328
– –
-12
2329
– –
0
2330
– –
-20
2331
– –
-7,819
2332
– –
-241
2333
– –
-2,585
2334
$0 ﹤0.01%
2
2335
$0 ﹤0.01%
1
2336
$0 ﹤0.01%
39
-1,151
2337
– –
-3
2338
– –
-124
2339
– –
-180
2340
$0 ﹤0.01%
22
2341
$0 ﹤0.01%
16
2342
– –
-608
2343
– –
-66
2344
$0 ﹤0.01%
3
-4
2345
– –
-22
2346
– –
-20,000
2347
$0 ﹤0.01%
11
2348
$0 ﹤0.01%
5
2349
– –
0
2350
$0 ﹤0.01%
14
-16
91 92 93
94
95