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
826
$14K ﹤0.01%
492
+236
827
$14K ﹤0.01%
123
-52
828
$14K ﹤0.01%
567
+208
829
$14K ﹤0.01%
667
-13
830
$14K ﹤0.01%
1,510
831
$14K ﹤0.01%
+651
832
$14K ﹤0.01%
380
+253
833
$14K ﹤0.01%
+1,580
834
$14K ﹤0.01%
+208
835
$14K ﹤0.01%
94
836
$14K ﹤0.01%
+3,952
837
$14K ﹤0.01%
1,648
+162
838
$13K ﹤0.01%
208
839
$13K ﹤0.01%
108
-13
840
$13K ﹤0.01%
187
841
$13K ﹤0.01%
107
-59
842
$13K ﹤0.01%
614
+220
843
$13K ﹤0.01%
494
+171
844
$13K ﹤0.01%
273
+61
845
$13K ﹤0.01%
275
+31
846
$13K ﹤0.01%
173
+45
847
$13K ﹤0.01%
435
-369
848
$13K ﹤0.01%
468
849
$13K ﹤0.01%
112
+23
850
$13K ﹤0.01%
400
-206
32 33
34
35 36