S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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 8.04%
3 Financials 4.68%
4 Energy 2.63%
5 Technology 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$1K ﹤0.01%
18
652
$1K ﹤0.01%
+12
653
$1K ﹤0.01%
+49
654
$1K ﹤0.01%
+20
655
$1K ﹤0.01%
18
656
$1K ﹤0.01%
258
657
$1K ﹤0.01%
8
658
$1K ﹤0.01%
9
+2
659
$1K ﹤0.01%
22
660
$1K ﹤0.01%
+15
661
$1K ﹤0.01%
64
-3,176
662
$1K ﹤0.01%
8
663
$1K ﹤0.01%
22
664
$1K ﹤0.01%
10
665
$1K ﹤0.01%
16
666
$1K ﹤0.01%
13
-9
667
$1K ﹤0.01%
14
668
$1K ﹤0.01%
13
669
$1K ﹤0.01%
26
670
$1K ﹤0.01%
+13
671
$1K ﹤0.01%
32
672
$1K ﹤0.01%
92
+26
673
$1K ﹤0.01%
17
674
$1K ﹤0.01%
28
675
$1K ﹤0.01%
24