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
1076
$9K ﹤0.01%
+202
1077
$9K ﹤0.01%
973
1078
$8K ﹤0.01%
337
1079
$8K ﹤0.01%
165
+87
1080
$8K ﹤0.01%
327
1081
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329
+158
1082
$8K ﹤0.01%
454
+42
1083
$8K ﹤0.01%
381
-286
1084
$8K ﹤0.01%
+144
1085
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256
+162
1086
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+156
1087
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+337
1088
$8K ﹤0.01%
+10
1089
$8K ﹤0.01%
490
1090
$8K ﹤0.01%
+74
1091
$8K ﹤0.01%
+360
1092
$8K ﹤0.01%
+263
1093
$8K ﹤0.01%
121
+112
1094
$8K ﹤0.01%
320
1095
$8K ﹤0.01%
566
+240
1096
$8K ﹤0.01%
478
-805
1097
$8K ﹤0.01%
234
+92
1098
$8K ﹤0.01%
542
1099
$8K ﹤0.01%
125
+102
1100
$8K ﹤0.01%
251
+178