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
1026
$10K ﹤0.01%
602
+148
1027
$10K ﹤0.01%
394
1028
$10K ﹤0.01%
+314
1029
$10K ﹤0.01%
269
-1,036
1030
$10K ﹤0.01%
200
1031
$10K ﹤0.01%
+6
1032
$10K ﹤0.01%
303
1033
$10K ﹤0.01%
204
+6
1034
$10K ﹤0.01%
297
+36
1035
$10K ﹤0.01%
130
+102
1036
$10K ﹤0.01%
+258
1037
$10K ﹤0.01%
415
-301
1038
$10K ﹤0.01%
+258
1039
$10K ﹤0.01%
687
+327
1040
$10K ﹤0.01%
76
+19
1041
$10K ﹤0.01%
1,116
+610
1042
$10K ﹤0.01%
91
1043
$10K ﹤0.01%
842
+780
1044
$9K ﹤0.01%
54
+42
1045
$9K ﹤0.01%
321
-171
1046
$9K ﹤0.01%
213
1047
$9K ﹤0.01%
+174
1048
$9K ﹤0.01%
320
+48
1049
$9K ﹤0.01%
+372
1050
$9K ﹤0.01%
137
+65
40 41
42
43 44