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
1151
$7K ﹤0.01%
115
+63
1152
$7K ﹤0.01%
+300
1153
$7K ﹤0.01%
435
1154
$7K ﹤0.01%
+381
1155
$7K ﹤0.01%
126
1156
$7K ﹤0.01%
300
1157
$7K ﹤0.01%
248
+55
1158
$7K ﹤0.01%
201
1159
$6K ﹤0.01%
+171
1160
$6K ﹤0.01%
+127
1161
$6K ﹤0.01%
170
1162
$6K ﹤0.01%
220
1163
$6K ﹤0.01%
931
-701
1164
$6K ﹤0.01%
48
+2
1165
$6K ﹤0.01%
40
-6
1166
$6K ﹤0.01%
+108
1167
$6K ﹤0.01%
58
1168
$6K ﹤0.01%
142
+124
1169
$6K ﹤0.01%
+102
1170
$6K ﹤0.01%
350
-450
1171
$6K ﹤0.01%
207
+67
1172
$6K ﹤0.01%
+288
1173
$6K ﹤0.01%
139
+123
1174
$6K ﹤0.01%
223
-17
1175
$6K ﹤0.01%
+940
45 46
47
48 49