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
1426
$2K ﹤0.01%
20
1427
$2K ﹤0.01%
75
1428
$2K ﹤0.01%
+100
1429
$2K ﹤0.01%
+46
1430
$2K ﹤0.01%
47
+20
1431
$2K ﹤0.01%
385
1432
$2K ﹤0.01%
37
1433
$2K ﹤0.01%
+133
1434
$2K ﹤0.01%
36
1435
$2K ﹤0.01%
51
1436
$2K ﹤0.01%
50
+12
1437
$2K ﹤0.01%
192
1438
$2K ﹤0.01%
+150
1439
$2K ﹤0.01%
916
-1,241
1440
$2K ﹤0.01%
45
1441
$2K ﹤0.01%
93
-126
1442
$2K ﹤0.01%
+150
1443
$2K ﹤0.01%
+112
1444
$2K ﹤0.01%
+28
1445
$2K ﹤0.01%
+87
1446
$2K ﹤0.01%
58
1447
$2K ﹤0.01%
16
1448
$2K ﹤0.01%
17
1449
$2K ﹤0.01%
100
1450
$2K ﹤0.01%
149
+56
56 57
58
59 60