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
1226
$5K ﹤0.01%
+183
1227
$5K ﹤0.01%
374
1228
$5K ﹤0.01%
+97
1229
$5K ﹤0.01%
184
+175
1230
$5K ﹤0.01%
203
+88
1231
$5K ﹤0.01%
89
+69
1232
$5K ﹤0.01%
+285
1233
$5K ﹤0.01%
+106
1234
$5K ﹤0.01%
+74
1235
$5K ﹤0.01%
+20
1236
$5K ﹤0.01%
+96
1237
$5K ﹤0.01%
+428
1238
$5K ﹤0.01%
260
+238
1239
$5K ﹤0.01%
112
1240
$5K ﹤0.01%
53
+5
1241
$5K ﹤0.01%
198
-23
1242
$5K ﹤0.01%
156
-44
1243
$5K ﹤0.01%
26
+6
1244
$5K ﹤0.01%
39
1245
$5K ﹤0.01%
+148
1246
$5K ﹤0.01%
8
+4
1247
$5K ﹤0.01%
152
+113
1248
$5K ﹤0.01%
89
+52
1249
$5K ﹤0.01%
+158
1250
$5K ﹤0.01%
485
-414
48 49
50
51 52