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
$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%
13
777
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16
778
$1K ﹤0.01%
29
779
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+9
780
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+7
781
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49
-3,660
782
$1K ﹤0.01%
6
783
$1K ﹤0.01%
32
784
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25
785
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13
786
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787
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788
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789
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+22
790
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791
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40
792
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12
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20
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795
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+33
797
$1K ﹤0.01%
8
798
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50
799
$1K ﹤0.01%
16
-398
800
$1K ﹤0.01%
22