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
1051
$9K ﹤0.01%
1,092
1052
$9K ﹤0.01%
341
1053
$9K ﹤0.01%
79
-28
1054
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323
1055
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120
+89
1056
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800
1057
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324
+228
1058
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+630
1059
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+108
1060
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251
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1061
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579
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122
+65
1063
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57
+18
1064
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960
+160
1065
$9K ﹤0.01%
187
1066
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238
+201
1067
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+423
1068
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920
+775
1069
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152
-62
1070
$9K ﹤0.01%
333
+289
1071
$9K ﹤0.01%
+96
1072
$9K ﹤0.01%
+119
1073
$9K ﹤0.01%
143
+17
1074
$9K ﹤0.01%
122
1075
$9K ﹤0.01%
+456