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
726
$26K ﹤0.01%
367
+328
727
$26K ﹤0.01%
3,944
+1,984
728
$26K ﹤0.01%
378
-12
729
$26K ﹤0.01%
338
+150
730
$26K ﹤0.01%
387
+323
731
$26K ﹤0.01%
681
+141
732
$26K ﹤0.01%
2,372
733
$26K ﹤0.01%
456
734
$26K ﹤0.01%
2,547
+183
735
$25K ﹤0.01%
+500
736
$25K ﹤0.01%
1,500
737
$25K ﹤0.01%
873
+368
738
$25K ﹤0.01%
+792
739
$25K ﹤0.01%
425
740
$25K ﹤0.01%
1,810
+832
741
$25K ﹤0.01%
+1,092
742
$25K ﹤0.01%
163
+69
743
$25K ﹤0.01%
+4,369
744
$25K ﹤0.01%
+500
745
$24K ﹤0.01%
346
+6
746
$24K ﹤0.01%
283
+219
747
$24K ﹤0.01%
+816
748
$24K ﹤0.01%
285
-200
749
$24K ﹤0.01%
7,943
-2,475
750
$24K ﹤0.01%
218
28 29
30
31 32