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
676
$24K ﹤0.01%
4,327
-2,178
677
$24K ﹤0.01%
233
-6
678
$24K ﹤0.01%
404
+37
679
$24K ﹤0.01%
1,300
680
$24K ﹤0.01%
717
+42
681
$23K ﹤0.01%
493
682
$23K ﹤0.01%
107
683
$23K ﹤0.01%
1,350
684
$23K ﹤0.01%
728
+155
685
$23K ﹤0.01%
571
686
$23K ﹤0.01%
350
-3
687
$23K ﹤0.01%
1,223
688
$23K ﹤0.01%
955
+335
689
$23K ﹤0.01%
218
-317
690
$22K ﹤0.01%
819
+302
691
$22K ﹤0.01%
540
+453
692
$22K ﹤0.01%
+500
693
$22K ﹤0.01%
1,075
694
$22K ﹤0.01%
340
695
$22K ﹤0.01%
238
696
$22K ﹤0.01%
498
+130
697
$22K ﹤0.01%
166
+108
698
$22K ﹤0.01%
+209
699
$21K ﹤0.01%
2,336
+2,207
700
$21K ﹤0.01%
1,283
-605
26 27
28
29 30