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
401
$67K 0.01%
594
+134
402
$67K 0.01%
1,846
403
$66K 0.01%
9,125
404
$66K 0.01%
841
+676
405
$65K 0.01%
1,126
+250
406
$65K 0.01%
27,877
+26,826
407
$64K 0.01%
541
+102
408
$64K 0.01%
2,934
+1,124
409
$64K 0.01%
3,000
410
$64K 0.01%
+898
411
$64K 0.01%
3,498
412
$63K 0.01%
1,166
+286
413
$63K 0.01%
550
+400
414
$63K 0.01%
1,675
+605
415
$62K 0.01%
6,730
+2,540
416
$62K 0.01%
927
-4
417
$62K 0.01%
500
418
$61K 0.01%
1,082
+344
419
$61K 0.01%
577
+486
420
$61K 0.01%
3,200
421
$61K 0.01%
4,483
+458
422
$61K 0.01%
1,619
423
$60K 0.01%
458
-55
424
$60K 0.01%
530
-54
425
$60K 0.01%
+2,280
15 16
17
18 19