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
1501
$1K ﹤0.01%
+149
1502
$1K ﹤0.01%
52
1503
$1K ﹤0.01%
+42
1504
$1K ﹤0.01%
10
1505
$1K ﹤0.01%
25
-14
1506
$1K ﹤0.01%
13
1507
$1K ﹤0.01%
+20
1508
$1K ﹤0.01%
+40
1509
$1K ﹤0.01%
35
+34
1510
$1K ﹤0.01%
21
1511
$1K ﹤0.01%
2
1512
$1K ﹤0.01%
+423
1513
$1K ﹤0.01%
23
1514
– –
0
1515
$1K ﹤0.01%
31
1516
$1K ﹤0.01%
95
-3,357
1517
$1K ﹤0.01%
25
-2,782
1518
$1K ﹤0.01%
+110
1519
$1K ﹤0.01%
14
1520
$1K ﹤0.01%
78
1521
$1K ﹤0.01%
22
1522
$1K ﹤0.01%
+14
1523
$1K ﹤0.01%
38
-45
1524
$1K ﹤0.01%
18
1525
$1K ﹤0.01%
4
59 60
61
62 63