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
376
$73K 0.01%
2,988
+1,616
377
$73K 0.01%
2,455
378
$73K 0.01%
3,883
+828
379
$73K 0.01%
+2,247
380
$72K 0.01%
1,598
381
$72K 0.01%
3,731
382
$72K 0.01%
1,350
383
$72K 0.01%
645
+82
384
$72K 0.01%
+377
385
$71K 0.01%
+5,798
386
$71K 0.01%
90
+16
387
$71K 0.01%
57
+18
388
$71K 0.01%
633
+38
389
$71K 0.01%
2,055
-416
390
$71K 0.01%
1,588
+590
391
$70K 0.01%
1,298
-21,576
392
$70K 0.01%
1,640
+162
393
$69K 0.01%
16,834
+357
394
$69K 0.01%
1,122
+61
395
$69K 0.01%
3,580
+145
396
$69K 0.01%
3,426
397
$69K 0.01%
2,540
+412
398
$68K 0.01%
1,225
+771
399
$68K 0.01%
453
+181
400
$68K 0.01%
2,503
-2,583
14 15
16
17 18