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
1326
$4K ﹤0.01%
515
-165
1327
$4K ﹤0.01%
470
1328
$4K ﹤0.01%
120
-55
1329
$4K ﹤0.01%
535
+423
1330
$4K ﹤0.01%
68
1331
$4K ﹤0.01%
+76
1332
$4K ﹤0.01%
167
+136
1333
$4K ﹤0.01%
+74
1334
$4K ﹤0.01%
+428
1335
$4K ﹤0.01%
50
-21
1336
$4K ﹤0.01%
+38
1337
$4K ﹤0.01%
+280
1338
$4K ﹤0.01%
+200
1339
$3K ﹤0.01%
+114
1340
$3K ﹤0.01%
+87
1341
$3K ﹤0.01%
234
-685
1342
$3K ﹤0.01%
115
1343
$3K ﹤0.01%
43
1344
$3K ﹤0.01%
+775
1345
$3K ﹤0.01%
154
1346
$3K ﹤0.01%
45
-78
1347
$3K ﹤0.01%
+36
1348
$3K ﹤0.01%
131
+22
1349
$3K ﹤0.01%
+106
1350
$3K ﹤0.01%
171
52 53
54
55 56