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
1376
$3K ﹤0.01%
80
1377
$3K ﹤0.01%
+360
1378
$3K ﹤0.01%
12
1379
$3K ﹤0.01%
101
+33
1380
$3K ﹤0.01%
+170
1381
$3K ﹤0.01%
+1,135
1382
$3K ﹤0.01%
+75
1383
$3K ﹤0.01%
+252
1384
$3K ﹤0.01%
210
1385
$3K ﹤0.01%
78
+36
1386
$3K ﹤0.01%
83
+45
1387
$3K ﹤0.01%
429
+63
1388
$3K ﹤0.01%
+337
1389
$3K ﹤0.01%
135
1390
$3K ﹤0.01%
215
1391
$3K ﹤0.01%
44
+6
1392
$3K ﹤0.01%
+169
1393
$2K ﹤0.01%
503
1394
$2K ﹤0.01%
88
1395
$2K ﹤0.01%
+18
1396
$2K ﹤0.01%
7
+1
1397
$2K ﹤0.01%
28
+14
1398
$2K ﹤0.01%
+40
1399
$2K ﹤0.01%
38
1400
$2K ﹤0.01%
27
54 55
56
57 58