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
451
$56K 0.01%
2,208
+680
452
$55K 0.01%
2,312
+478
453
$55K 0.01%
1,472
+256
454
$55K 0.01%
933
+215
455
$54K 0.01%
505
-2,515
456
$54K 0.01%
1,612
-190
457
$54K 0.01%
19,031
+16,342
458
$54K 0.01%
1,565
+292
459
$54K 0.01%
793
+343
460
$54K 0.01%
4,146
+1,284
461
$54K 0.01%
1,134
+136
462
$54K 0.01%
2,562
+196
463
$53K 0.01%
1,412
464
$53K 0.01%
660
+219
465
$53K 0.01%
345
+31
466
$53K 0.01%
4,920
+4,077
467
$52K 0.01%
821
+83
468
$52K 0.01%
699
+60
469
$52K 0.01%
+1,570
470
$52K 0.01%
3,052
-111
471
$52K 0.01%
961
+63
472
$51K 0.01%
6,000
473
$51K 0.01%
563
+230
474
$51K 0.01%
1,574
+713
475
$51K 0.01%
858
+9
17 18
19
20 21