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
1401
$2K ﹤0.01%
101
+40
1402
$2K ﹤0.01%
64
1403
$2K ﹤0.01%
16
+4
1404
$2K ﹤0.01%
+244
1405
$2K ﹤0.01%
+599
1406
$2K ﹤0.01%
262
-406
1407
$2K ﹤0.01%
+50
1408
$2K ﹤0.01%
+47
1409
$2K ﹤0.01%
39
1410
$2K ﹤0.01%
+94
1411
$2K ﹤0.01%
51
1412
$2K ﹤0.01%
166
1413
$2K ﹤0.01%
32
+16
1414
$2K ﹤0.01%
35
1415
$2K ﹤0.01%
+31
1416
$2K ﹤0.01%
87
1417
$2K ﹤0.01%
+152
1418
$2K ﹤0.01%
+22
1419
$2K ﹤0.01%
64
1420
$2K ﹤0.01%
31
1421
$2K ﹤0.01%
14
-241
1422
$2K ﹤0.01%
207
+85
1423
$2K ﹤0.01%
29
-130
1424
$2K ﹤0.01%
58
1425
$2K ﹤0.01%
18
+7
55 56
57
58 59