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
$287M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Sells

1 +$1.62M
2 +$1.31M
3 +$1.16M
4
FLG
Flagstar Bank National Association
FLG
+$775K
5
KO icon
Coca-Cola
KO
+$408K

Sector Composition

1 Consumer Staples 11.52%
2 Industrials 5.41%
3 Financials 4.4%
4 Energy 3.25%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$1K ﹤0.01%
158
777
$1K ﹤0.01%
18
-13
778
$1K ﹤0.01%
20
-385
779
$1K ﹤0.01%
17
-943
780
$1K ﹤0.01%
106
-119
781
$1K ﹤0.01%
+43
782
$1K ﹤0.01%
41
783
$1K ﹤0.01%
10
784
$1K ﹤0.01%
+52
785
$1K ﹤0.01%
13
786
$1K ﹤0.01%
14
787
$1K ﹤0.01%
20
788
$1K ﹤0.01%
40
-1,425
789
$1K ﹤0.01%
10
790
$1K ﹤0.01%
11
-4
791
$1K ﹤0.01%
23
792
$1K ﹤0.01%
+12
793
$1K ﹤0.01%
15
794
$1K ﹤0.01%
13
795
$1K ﹤0.01%
16
796
$1K ﹤0.01%
29
797
$1K ﹤0.01%
+9
798
$1K ﹤0.01%
49
-3,660
799
$1K ﹤0.01%
6
800
$1K ﹤0.01%
32