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
1276
$4K ﹤0.01%
2,000
1277
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153
1278
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+193
1279
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+38
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+89
1281
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+288
1282
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73
-1,983
1283
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236
1284
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144
1285
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58
1286
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+315
1287
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221
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1288
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227
1289
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51
1290
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55
1291
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+140
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+131
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229
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+66
1295
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+182
1296
$4K ﹤0.01%
485
+305
1297
$4K ﹤0.01%
+91
1298
$4K ﹤0.01%
+118
1299
$4K ﹤0.01%
200
1300
$4K ﹤0.01%
+181