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
801
$15K ﹤0.01%
197
-24
802
$15K ﹤0.01%
167
803
$15K ﹤0.01%
1,492
804
$15K ﹤0.01%
1,727
+979
805
$15K ﹤0.01%
442
+421
806
$15K ﹤0.01%
1,100
-275
807
$15K ﹤0.01%
+183
808
$15K ﹤0.01%
+1,259
809
$15K ﹤0.01%
479
+24
810
$15K ﹤0.01%
+903
811
$15K ﹤0.01%
435
+114
812
$15K ﹤0.01%
203
813
$15K ﹤0.01%
153
+15
814
$15K ﹤0.01%
+1,422
815
$15K ﹤0.01%
505
-272
816
$15K ﹤0.01%
205
817
$15K ﹤0.01%
1,017
+357
818
$15K ﹤0.01%
506
+100
819
$15K ﹤0.01%
800
-100
820
$15K ﹤0.01%
+957
821
$14K ﹤0.01%
204
-179
822
$14K ﹤0.01%
400
+32
823
$14K ﹤0.01%
+1,197
824
$14K ﹤0.01%
1,244
+884
825
$14K ﹤0.01%
1,271
31 32
33
34 35