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
1001
$11K ﹤0.01%
373
+306
1002
$11K ﹤0.01%
565
-482
1003
$11K ﹤0.01%
361
+279
1004
$11K ﹤0.01%
+500
1005
$11K ﹤0.01%
144
1006
$11K ﹤0.01%
675
1007
$10K ﹤0.01%
219
+53
1008
$10K ﹤0.01%
896
-2,114
1009
$10K ﹤0.01%
190
1010
$10K ﹤0.01%
311
+62
1011
$10K ﹤0.01%
297
+62
1012
$10K ﹤0.01%
108
-15
1013
$10K ﹤0.01%
118
+17
1014
$10K ﹤0.01%
151
1015
$10K ﹤0.01%
258
1016
$10K ﹤0.01%
180
1017
$10K ﹤0.01%
220
+34
1018
$10K ﹤0.01%
134
+91
1019
$10K ﹤0.01%
+340
1020
$10K ﹤0.01%
86
1021
$10K ﹤0.01%
343
-38
1022
$10K ﹤0.01%
228
1023
$10K ﹤0.01%
+12
1024
$10K ﹤0.01%
162
+42
1025
$10K ﹤0.01%
529
39 40
41
42 43