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
851
$13K ﹤0.01%
274
-304
852
$13K ﹤0.01%
188
+47
853
$13K ﹤0.01%
245
-45
854
$13K ﹤0.01%
178
+10
855
$13K ﹤0.01%
+399
856
$13K ﹤0.01%
344
-94
857
$13K ﹤0.01%
395
+101
858
$13K ﹤0.01%
919
+361
859
$12K ﹤0.01%
+2,180
860
$12K ﹤0.01%
1,600
861
$12K ﹤0.01%
1,960
862
$12K ﹤0.01%
375
863
$12K ﹤0.01%
381
-125
864
$12K ﹤0.01%
162
+18
865
$12K ﹤0.01%
1,036
866
$12K ﹤0.01%
250
867
$12K ﹤0.01%
224
868
$12K ﹤0.01%
381
869
$12K ﹤0.01%
113
-78
870
$12K ﹤0.01%
214
+152
871
$12K ﹤0.01%
178
-33
872
$12K ﹤0.01%
136
+121
873
$12K ﹤0.01%
978
-129
874
$12K ﹤0.01%
565
875
$12K ﹤0.01%
291
+146
33 34
35
36 37