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
$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
651
$26K ﹤0.01%
533
+27
652
$26K ﹤0.01%
716
+192
653
$26K ﹤0.01%
393
+11
654
$26K ﹤0.01%
3,655
+2,540
655
$26K ﹤0.01%
253
+133
656
$26K ﹤0.01%
411
+120
657
$26K ﹤0.01%
5,143
+119
658
$26K ﹤0.01%
509
-361
659
$25K ﹤0.01%
+618
660
$25K ﹤0.01%
618
+335
661
$25K ﹤0.01%
2,452
-1,577
662
$25K ﹤0.01%
26
663
$25K ﹤0.01%
72
+6
664
$25K ﹤0.01%
1,926
+333
665
$25K ﹤0.01%
3,370
-543
666
$25K ﹤0.01%
1,785
+1,230
667
$25K ﹤0.01%
208
668
$25K ﹤0.01%
1,521
-422
669
$25K ﹤0.01%
456
-166
670
$25K ﹤0.01%
416
-17
671
$25K ﹤0.01%
515
-248
672
$24K ﹤0.01%
425
+325
673
$24K ﹤0.01%
624
+28
674
$24K ﹤0.01%
+537
675
$24K ﹤0.01%
843
+728
25 26
27
28 29