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
726
$20K ﹤0.01%
830
+113
727
$20K ﹤0.01%
563
+204
728
$20K ﹤0.01%
3,273
729
$20K ﹤0.01%
300
730
$19K ﹤0.01%
400
+275
731
$19K ﹤0.01%
1,116
+203
732
$19K ﹤0.01%
807
+33
733
$19K ﹤0.01%
1,575
+941
734
$19K ﹤0.01%
606
-4,973
735
$19K ﹤0.01%
627
-4
736
$19K ﹤0.01%
226
737
$19K ﹤0.01%
+426
738
$19K ﹤0.01%
114
+25
739
$19K ﹤0.01%
435
-53
740
$19K ﹤0.01%
253
-118
741
$19K ﹤0.01%
+2,364
742
$18K ﹤0.01%
603
+566
743
$18K ﹤0.01%
+366
744
$18K ﹤0.01%
159
+78
745
$18K ﹤0.01%
450
746
$18K ﹤0.01%
365
-11
747
$18K ﹤0.01%
283
+97
748
$18K ﹤0.01%
3,110
+442
749
$18K ﹤0.01%
2,356
-2,408
750
$18K ﹤0.01%
310
28 29
30
31 32