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
826
$20K ﹤0.01%
283
+30
827
$20K ﹤0.01%
310
+250
828
$20K ﹤0.01%
500
-118
829
$20K ﹤0.01%
736
+122
830
$20K ﹤0.01%
+900
831
$19K ﹤0.01%
2,356
832
$19K ﹤0.01%
200
+18
833
$19K ﹤0.01%
+1,038
834
$19K ﹤0.01%
766
+12
835
$19K ﹤0.01%
231
836
$19K ﹤0.01%
606
837
$19K ﹤0.01%
404
+130
838
$19K ﹤0.01%
+601
839
$19K ﹤0.01%
840
+124
840
$19K ﹤0.01%
366
841
$19K ﹤0.01%
450
842
$19K ﹤0.01%
+346
843
$19K ﹤0.01%
247
+44
844
$19K ﹤0.01%
121
+62
845
$19K ﹤0.01%
+374
846
$19K ﹤0.01%
234
+124
847
$19K ﹤0.01%
508
+208
848
$19K ﹤0.01%
5,072
+1,120
849
$18K ﹤0.01%
467
-674
850
$18K ﹤0.01%
450
+50
32 33
34
35 36