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
426
$60K 0.01%
1,201
-104
427
$60K 0.01%
1,103
-248
428
$60K 0.01%
570
-28
429
$60K 0.01%
3,105
+15
430
$59K 0.01%
1,940
+135
431
$59K 0.01%
1,400
432
$59K 0.01%
1,514
-225
433
$59K 0.01%
1,928
+1,874
434
$59K 0.01%
2,364
435
$59K 0.01%
+1,324
436
$58K 0.01%
439
+11
437
$58K 0.01%
422
-161
438
$58K 0.01%
2,226
-781
439
$58K 0.01%
2,097
440
$58K 0.01%
+2,157
441
$58K 0.01%
484
+21
442
$58K 0.01%
+2,244
443
$58K 0.01%
+1,670
444
$57K 0.01%
+1,000
445
$57K 0.01%
1,561
+619
446
$57K 0.01%
5,454
447
$56K 0.01%
1,039
+147
448
$56K 0.01%
5,282
449
$56K 0.01%
501
+99
450
$56K 0.01%
1,144
+531
16 17
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