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
826
$1K ﹤0.01%
25
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827
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29
828
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25
-90
829
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830
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831
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+3
832
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10
833
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834
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835
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836
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+33
837
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18
838
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+37
839
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14
840
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841
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+50
842
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-3
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$1K ﹤0.01%
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844
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28
845
$1K ﹤0.01%
+6
846
$1K ﹤0.01%
37
847
$1K ﹤0.01%
+16
848
$1K ﹤0.01%
144
-299
849
$1K ﹤0.01%
64
850
$1K ﹤0.01%
17