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
1351
$3K ﹤0.01%
171
+45
1352
$3K ﹤0.01%
34
1353
$3K ﹤0.01%
188
-30
1354
$3K ﹤0.01%
119
+74
1355
$3K ﹤0.01%
+141
1356
$3K ﹤0.01%
671
1357
$3K ﹤0.01%
37
1358
$3K ﹤0.01%
342
1359
$3K ﹤0.01%
+207
1360
$3K ﹤0.01%
37
1361
$3K ﹤0.01%
+169
1362
$3K ﹤0.01%
+228
1363
$3K ﹤0.01%
31
+1
1364
$3K ﹤0.01%
148
1365
$3K ﹤0.01%
+34
1366
$3K ﹤0.01%
364
-468
1367
$3K ﹤0.01%
+63
1368
$3K ﹤0.01%
190
-360
1369
$3K ﹤0.01%
38
+17
1370
$3K ﹤0.01%
236
1371
$3K ﹤0.01%
82
+48
1372
$3K ﹤0.01%
94
+7
1373
$3K ﹤0.01%
72
1374
$3K ﹤0.01%
195
1375
$3K ﹤0.01%
98
+28
53 54
55
56 57