S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$685M
AUM Growth
+$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,707
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$5.8M
3
+$4.94M
4
UPS icon
United Parcel Service
UPS
+$4.88M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.79M

Top Sells

1
+$72.7M
2
+$14.9M
3
+$1.29M
4
VT icon
Vanguard Total World Stock ETF
VT
+$918K
5
GAS
AGL Resources Inc
GAS
+$899K

Sector Composition

1 Consumer Staples 7.01%
2 Financials 4.96%
3 Industrials 3.98%
4 Energy 3.08%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$28K ﹤0.01%
+2,000
702
$28K ﹤0.01%
239
703
$28K ﹤0.01%
778
+61
704
$28K ﹤0.01%
550
-155
705
$28K ﹤0.01%
2,995
+1,300
706
$28K ﹤0.01%
1,609
707
$28K ﹤0.01%
1,581
+1,349
708
$27K ﹤0.01%
1,958
+761
709
$27K ﹤0.01%
197
+31
710
$27K ﹤0.01%
580
+210
711
$27K ﹤0.01%
+366
712
$27K ﹤0.01%
346
+306
713
$27K ﹤0.01%
455
+90
714
$27K ﹤0.01%
1,899
+863
715
$27K ﹤0.01%
5,261
+118
716
$27K ﹤0.01%
226
+192
717
$27K ﹤0.01%
199
718
$27K ﹤0.01%
299
+184
719
$26K ﹤0.01%
8,935
+6,004
720
$26K ﹤0.01%
388
+38
721
$26K ﹤0.01%
612
+216
722
$26K ﹤0.01%
615
+466
723
$26K ﹤0.01%
144
+30
724
$26K ﹤0.01%
1,390
+1,170
725
$26K ﹤0.01%
518
+243
27 28
29
30 31