S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$685M
AUM Growth
+$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,598
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$18.8M
3
+$11.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$9M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.74M

Top Sells

1
+$11.4M
2
+$10.4M
3
+$2.18M
4
KO icon
Coca-Cola
KO
+$1.6M
5
SO icon
Southern Company
SO
+$1.16M

Sector Composition

1 Consumer Staples 5.88%
2 Financials 3.66%
3 Industrials 2.89%
4 Energy 2.85%
5 Healthcare 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$81K 0.01%
1,887
+570
352
$81K 0.01%
954
+517
353
$81K 0.01%
1,736
+376
354
$80K 0.01%
2,807
-728
355
$80K 0.01%
5,798
+4,198
356
$80K 0.01%
2,582
-9
357
$80K 0.01%
715
+143
358
$79K 0.01%
+740
359
$79K 0.01%
3,997
+1,071
360
$79K 0.01%
3,560
+179
361
$78K 0.01%
1,432
+158
362
$78K 0.01%
9,312
+48
363
$77K 0.01%
1,725
+323
364
$77K 0.01%
10,852
+5,888
365
$77K 0.01%
5,089
+1,465
366
$77K 0.01%
3,044
+1,450
367
$77K 0.01%
8,678
+8,574
368
$77K 0.01%
1,693
-11
369
$77K 0.01%
38,691
+37,404
370
$77K 0.01%
+4,700
371
$76K 0.01%
1,803
+458
372
$75K 0.01%
2,418
373
$75K 0.01%
5,959
+4,071
374
$75K 0.01%
2,564
+352
375
$74K 0.01%
603
+39
13 14
15
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