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
751
$24K ﹤0.01%
542
+80
752
$24K ﹤0.01%
109
-7
753
$24K ﹤0.01%
251
+84
754
$24K ﹤0.01%
571
755
$24K ﹤0.01%
208
756
$24K ﹤0.01%
457
+160
757
$24K ﹤0.01%
2,104
-859
758
$24K ﹤0.01%
1,208
+553
759
$23K ﹤0.01%
1,360
+633
760
$23K ﹤0.01%
152
761
$23K ﹤0.01%
1,223
762
$23K ﹤0.01%
355
+45
763
$23K ﹤0.01%
2,512
+957
764
$23K ﹤0.01%
81
765
$23K ﹤0.01%
210
+1
766
$23K ﹤0.01%
219
-331
767
$23K ﹤0.01%
+1,484
768
$23K ﹤0.01%
561
+270
769
$23K ﹤0.01%
113
+6
770
$23K ﹤0.01%
493
771
$22K ﹤0.01%
709
+142
772
$22K ﹤0.01%
627
773
$22K ﹤0.01%
1,300
774
$22K ﹤0.01%
112
-58
775
$22K ﹤0.01%
+375
29 30
31
32 33