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
551
$36K 0.01%
1,991
552
$36K 0.01%
+393
553
$36K 0.01%
198
-53
554
$36K 0.01%
503
+349
555
$36K 0.01%
1,089
+1,040
556
$36K 0.01%
636
557
$35K 0.01%
+3,452
558
$35K 0.01%
800
559
$35K 0.01%
348
560
$35K 0.01%
285
-114
561
$35K 0.01%
+367
562
$35K 0.01%
1,320
+185
563
$35K 0.01%
4,602
+4,504
564
$34K 0.01%
769
-3
565
$34K 0.01%
652
+106
566
$34K 0.01%
353
+119
567
$34K 0.01%
427
+18
568
$34K 0.01%
363
+159
569
$34K 0.01%
3,937
-213
570
$34K 0.01%
323
+142
571
$34K 0.01%
418
+266
572
$34K 0.01%
3,000
573
$34K 0.01%
270
+256
574
$33K ﹤0.01%
+2,341
575
$33K ﹤0.01%
385
+15
21 22
23
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