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
751
$18K ﹤0.01%
608
-9
752
$18K ﹤0.01%
613
753
$18K ﹤0.01%
205
-120
754
$18K ﹤0.01%
730
-255
755
$18K ﹤0.01%
+716
756
$17K ﹤0.01%
319
+270
757
$17K ﹤0.01%
182
-358
758
$17K ﹤0.01%
+1,470
759
$17K ﹤0.01%
553
+82
760
$17K ﹤0.01%
659
-453
761
$17K ﹤0.01%
462
+76
762
$17K ﹤0.01%
538
+534
763
$17K ﹤0.01%
955
-1,462
764
$17K ﹤0.01%
380
-66
765
$17K ﹤0.01%
1,273
+373
766
$17K ﹤0.01%
+1,695
767
$17K ﹤0.01%
816
768
$17K ﹤0.01%
250
+50
769
$17K ﹤0.01%
697
-1,442
770
$17K ﹤0.01%
1,068
+1,004
771
$17K ﹤0.01%
297
-40
772
$17K ﹤0.01%
372
-1,376
773
$17K ﹤0.01%
364
+78
774
$17K ﹤0.01%
326
+34
775
$16K ﹤0.01%
1,500
+500
29 30
31
32 33