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
951
$13K ﹤0.01%
651
952
$13K ﹤0.01%
170
+19
953
$13K ﹤0.01%
453
+156
954
$13K ﹤0.01%
+270
955
$13K ﹤0.01%
+810
956
$13K ﹤0.01%
1,200
+178
957
$13K ﹤0.01%
239
+76
958
$13K ﹤0.01%
565
959
$13K ﹤0.01%
330
+109
960
$13K ﹤0.01%
160
+75
961
$13K ﹤0.01%
+300
962
$12K ﹤0.01%
346
+242
963
$12K ﹤0.01%
113
964
$12K ﹤0.01%
202
+134
965
$12K ﹤0.01%
110
+101
966
$12K ﹤0.01%
407
967
$12K ﹤0.01%
195
+172
968
$12K ﹤0.01%
62
-4
969
$12K ﹤0.01%
486
+332
970
$12K ﹤0.01%
+785
971
$12K ﹤0.01%
339
972
$12K ﹤0.01%
486
+390
973
$12K ﹤0.01%
168
-10
974
$12K ﹤0.01%
+445
975
$12K ﹤0.01%
309
+247
37 38
39
40 41