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
1201
$6K ﹤0.01%
1,658
+55
1202
$6K ﹤0.01%
82
1203
$6K ﹤0.01%
62
1204
$6K ﹤0.01%
52
1205
$6K ﹤0.01%
137
+55
1206
$6K ﹤0.01%
572
+130
1207
$6K ﹤0.01%
347
-1,044
1208
$6K ﹤0.01%
106
1209
$6K ﹤0.01%
+291
1210
$6K ﹤0.01%
+134
1211
$6K ﹤0.01%
51
+25
1212
$6K ﹤0.01%
310
1213
$6K ﹤0.01%
+33
1214
$6K ﹤0.01%
139
+14
1215
$6K ﹤0.01%
+324
1216
$6K ﹤0.01%
+755
1217
$6K ﹤0.01%
168
1218
$5K ﹤0.01%
207
+71
1219
$5K ﹤0.01%
1,600
1220
$5K ﹤0.01%
189
-470
1221
$5K ﹤0.01%
100
1222
$5K ﹤0.01%
105
1223
$5K ﹤0.01%
97
1224
$5K ﹤0.01%
150
1225
$5K ﹤0.01%
164
-42
47 48
49
50 51