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
1126
$7K ﹤0.01%
278
+55
1127
$7K ﹤0.01%
+379
1128
$7K ﹤0.01%
+103
1129
$7K ﹤0.01%
386
+88
1130
$7K ﹤0.01%
+284
1131
$7K ﹤0.01%
122
+90
1132
$7K ﹤0.01%
1,532
+152
1133
$7K ﹤0.01%
157
-5,362
1134
$7K ﹤0.01%
+150
1135
$7K ﹤0.01%
+191
1136
$7K ﹤0.01%
289
1137
$7K ﹤0.01%
141
+6
1138
$7K ﹤0.01%
+152
1139
$7K ﹤0.01%
186
-102
1140
$7K ﹤0.01%
672
-601
1141
$7K ﹤0.01%
875
1142
$7K ﹤0.01%
56
1143
$7K ﹤0.01%
150
+125
1144
$7K ﹤0.01%
+360
1145
$7K ﹤0.01%
+106
1146
$7K ﹤0.01%
880
-444
1147
$7K ﹤0.01%
265
-2
1148
$7K ﹤0.01%
188
+35
1149
$7K ﹤0.01%
84
1150
$7K ﹤0.01%
1,230
+335
44 45
46
47 48