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
$275M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$2.09M
3
+$1.11M
4
AAPL icon
Apple
AAPL
+$644K
5
EXXI
ENERGY XXI LTD COM SHS
EXXI
+$271K

Top Sells

1
+$11.5M
2
+$2.19M
3
+$1.2M
4
KO icon
Coca-Cola
KO
+$406K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$404K

Sector Composition

1 Consumer Staples 16.3%
2 Industrials 8.03%
3 Financials 4.68%
4 Energy 2.63%
5 Technology 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
18
627
$1K ﹤0.01%
58
628
$1K ﹤0.01%
15
629
$1K ﹤0.01%
86
+22
630
$1K ﹤0.01%
10
631
$1K ﹤0.01%
+10
632
$1K ﹤0.01%
30
633
$1K ﹤0.01%
13
634
$1K ﹤0.01%
36
635
$1K ﹤0.01%
20
636
$1K ﹤0.01%
10
637
$1K ﹤0.01%
15
638
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+16
639
$1K ﹤0.01%
30
640
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32
+22
641
$1K ﹤0.01%
+30
642
$1K ﹤0.01%
25
-11
643
$1K ﹤0.01%
12
644
$1K ﹤0.01%
15
645
$1K ﹤0.01%
23
-3
646
$1K ﹤0.01%
11
+9
647
$1K ﹤0.01%
48
648
$1K ﹤0.01%
39
649
$1K ﹤0.01%
50
650
$1K ﹤0.01%
18
24 25
26
27 28