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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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 +$55.8M
2 +$18.2M
3 +$12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.83M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.07M

Top Sells

1 +$12.1M
2 +$10.2M
3 +$2.2M
4
KO icon
Coca-Cola
KO
+$1.6M
5
SO icon
Southern Company
SO
+$1.09M

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
776
$16K ﹤0.01%
223
+23
777
$16K ﹤0.01%
85
778
$16K ﹤0.01%
396
+33
779
$16K ﹤0.01%
341
+64
780
$16K ﹤0.01%
241
+12
781
$16K ﹤0.01%
1,047
-52
782
$16K ﹤0.01%
550
783
$16K ﹤0.01%
575
784
$16K ﹤0.01%
318
+28
785
$16K ﹤0.01%
+331
786
$16K ﹤0.01%
232
-101
787
$16K ﹤0.01%
+102
788
$16K ﹤0.01%
183
-103
789
$16K ﹤0.01%
1,500
+500
790
$16K ﹤0.01%
716
-9,003
791
$16K ﹤0.01%
423
-75
792
$16K ﹤0.01%
407
793
$16K ﹤0.01%
119
-632
794
$16K ﹤0.01%
1,487
+551
795
$16K ﹤0.01%
109
-6
796
$15K ﹤0.01%
1,727
+979
797
$15K ﹤0.01%
376
+1
798
$15K ﹤0.01%
135
799
$15K ﹤0.01%
655
+620
800
$15K ﹤0.01%
+370