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
1101
$8K ﹤0.01%
86
1102
$8K ﹤0.01%
396
+93
1103
$8K ﹤0.01%
14
+9
1104
$8K ﹤0.01%
75
1105
$8K ﹤0.01%
+222
1106
$8K ﹤0.01%
371
+128
1107
$8K ﹤0.01%
78
1108
$8K ﹤0.01%
89
1109
$8K ﹤0.01%
536
+91
1110
$8K ﹤0.01%
69
+52
1111
$8K ﹤0.01%
179
+12
1112
$8K ﹤0.01%
314
-42
1113
$8K ﹤0.01%
202
1114
$7K ﹤0.01%
1,149
1115
$7K ﹤0.01%
+1,000
1116
$7K ﹤0.01%
295
-22
1117
$7K ﹤0.01%
+158
1118
$7K ﹤0.01%
1,461
+842
1119
$7K ﹤0.01%
+685
1120
$7K ﹤0.01%
185
1121
$7K ﹤0.01%
144
+77
1122
$7K ﹤0.01%
300
1123
$7K ﹤0.01%
53
+31
1124
$7K ﹤0.01%
79
1125
$7K ﹤0.01%
454
+398