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
626
$28K ﹤0.01%
3,400
627
$28K ﹤0.01%
77
628
$28K ﹤0.01%
239
-49
629
$28K ﹤0.01%
673
-85
630
$28K ﹤0.01%
+2,016
631
$28K ﹤0.01%
1,357
+113
632
$28K ﹤0.01%
1,430
633
$28K ﹤0.01%
199
634
$28K ﹤0.01%
327
+22
635
$28K ﹤0.01%
390
+58
636
$27K ﹤0.01%
1,500
637
$27K ﹤0.01%
147
-4
638
$27K ﹤0.01%
168
-79
639
$27K ﹤0.01%
519
+142
640
$27K ﹤0.01%
860
+242
641
$27K ﹤0.01%
601
+442
642
$27K ﹤0.01%
1,391
+1,044
643
$27K ﹤0.01%
832
+309
644
$27K ﹤0.01%
+2,372
645
$27K ﹤0.01%
356
-20
646
$27K ﹤0.01%
1,609
647
$26K ﹤0.01%
5,143
+119
648
$26K ﹤0.01%
769
+158
649
$26K ﹤0.01%
68
-226
650
$26K ﹤0.01%
116
+1
24 25
26
27 28