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
1176
$6K ﹤0.01%
+314
1177
$6K ﹤0.01%
+317
1178
$6K ﹤0.01%
+145
1179
$6K ﹤0.01%
80
+48
1180
$6K ﹤0.01%
+618
1181
$6K ﹤0.01%
297
-2
1182
$6K ﹤0.01%
+201
1183
$6K ﹤0.01%
+213
1184
$6K ﹤0.01%
315
1185
$6K ﹤0.01%
+111
1186
$6K ﹤0.01%
+111
1187
$6K ﹤0.01%
151
-692
1188
$6K ﹤0.01%
231
+180
1189
$6K ﹤0.01%
105
+84
1190
$6K ﹤0.01%
170
+50
1191
$6K ﹤0.01%
86
+20
1192
$6K ﹤0.01%
320
1193
$6K ﹤0.01%
101
1194
$6K ﹤0.01%
114
1195
$6K ﹤0.01%
105
-228
1196
$6K ﹤0.01%
702
+103
1197
$6K ﹤0.01%
+760
1198
$6K ﹤0.01%
+118
1199
$6K ﹤0.01%
73
+58
1200
$6K ﹤0.01%
191
46 47
48
49 50