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
776
$16K ﹤0.01%
232
-101
777
$16K ﹤0.01%
+102
778
$16K ﹤0.01%
183
-103
779
$16K ﹤0.01%
716
-9,003
780
$16K ﹤0.01%
423
-75
781
$16K ﹤0.01%
407
782
$16K ﹤0.01%
119
-632
783
$16K ﹤0.01%
1,487
+551
784
$16K ﹤0.01%
500
785
$16K ﹤0.01%
109
-6
786
$16K ﹤0.01%
223
+23
787
$16K ﹤0.01%
85
788
$16K ﹤0.01%
396
+33
789
$16K ﹤0.01%
347
+66
790
$16K ﹤0.01%
241
+12
791
$16K ﹤0.01%
1,047
-52
792
$16K ﹤0.01%
550
793
$16K ﹤0.01%
575
794
$16K ﹤0.01%
318
+28
795
$16K ﹤0.01%
+331
796
$15K ﹤0.01%
376
+1
797
$15K ﹤0.01%
135
798
$15K ﹤0.01%
655
+620
799
$15K ﹤0.01%
+370
800
$15K ﹤0.01%
754
-84
30 31
32
33 34