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
851
$18K ﹤0.01%
+596
852
$18K ﹤0.01%
268
+194
853
$18K ﹤0.01%
225
+63
854
$18K ﹤0.01%
435
855
$18K ﹤0.01%
500
856
$18K ﹤0.01%
131
+108
857
$18K ﹤0.01%
692
+243
858
$18K ﹤0.01%
1,450
-37
859
$18K ﹤0.01%
500
860
$18K ﹤0.01%
1,447
+188
861
$18K ﹤0.01%
10,520
+1,360
862
$18K ﹤0.01%
642
-10,583
863
$17K ﹤0.01%
543
+402
864
$17K ﹤0.01%
200
865
$17K ﹤0.01%
320
+122
866
$17K ﹤0.01%
535
-3
867
$17K ﹤0.01%
317
-87
868
$17K ﹤0.01%
442
869
$17K ﹤0.01%
423
870
$17K ﹤0.01%
109
871
$17K ﹤0.01%
289
+249
872
$17K ﹤0.01%
816
873
$17K ﹤0.01%
+524
874
$17K ﹤0.01%
613
875
$17K ﹤0.01%
223
-19
33 34
35
36 37