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
701
$21K ﹤0.01%
854
-829
702
$21K ﹤0.01%
2,300
703
$21K ﹤0.01%
152
-1,095
704
$21K ﹤0.01%
509
-6
705
$21K ﹤0.01%
341
706
$21K ﹤0.01%
+1,348
707
$21K ﹤0.01%
228
708
$21K ﹤0.01%
81
709
$21K ﹤0.01%
+321
710
$21K ﹤0.01%
81
+14
711
$21K ﹤0.01%
200
712
$21K ﹤0.01%
242
-10
713
$21K ﹤0.01%
574
+521
714
$21K ﹤0.01%
1,283
-605
715
$21K ﹤0.01%
2,336
+2,207
716
$20K ﹤0.01%
1,250
-2,110
717
$20K ﹤0.01%
565
718
$20K ﹤0.01%
330
+154
719
$20K ﹤0.01%
+961
720
$20K ﹤0.01%
231
+127
721
$20K ﹤0.01%
3,437
+2,136
722
$20K ﹤0.01%
768
723
$20K ﹤0.01%
+767
724
$20K ﹤0.01%
297
+46
725
$20K ﹤0.01%
637
-710
27 28
29
30 31