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
1551
$1K ﹤0.01%
78
1552
$1K ﹤0.01%
22
1553
$1K ﹤0.01%
+30
1554
$1K ﹤0.01%
+5
1555
$1K ﹤0.01%
+34
1556
$1K ﹤0.01%
16
1557
$1K ﹤0.01%
+100
1558
$1K ﹤0.01%
133
1559
$1K ﹤0.01%
43
1560
$1K ﹤0.01%
35
1561
$1K ﹤0.01%
60
1562
$1K ﹤0.01%
+36
1563
$1K ﹤0.01%
6
1564
$1K ﹤0.01%
25
1565
$1K ﹤0.01%
+350
1566
$1K ﹤0.01%
22
1567
$1K ﹤0.01%
12
1568
$1K ﹤0.01%
8
1569
$1K ﹤0.01%
74
-231
1570
$1K ﹤0.01%
+200
1571
$1K ﹤0.01%
50
-123
1572
$1K ﹤0.01%
+50
1573
– –
-3,610
1574
$0 ﹤0.01%
5
1575
– –
-4,575
61 62
63
64 65