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
876
$12K ﹤0.01%
144
877
$12K ﹤0.01%
66
-241
878
$11K ﹤0.01%
+1,335
879
$11K ﹤0.01%
256
880
$11K ﹤0.01%
808
-9,960
881
$11K ﹤0.01%
141
-1
882
$11K ﹤0.01%
+3,100
883
$11K ﹤0.01%
339
-164
884
$11K ﹤0.01%
247
+25
885
$11K ﹤0.01%
9,160
+2,040
886
$11K ﹤0.01%
500
887
$11K ﹤0.01%
899
-37
888
$11K ﹤0.01%
+1,022
889
$11K ﹤0.01%
115
+52
890
$11K ﹤0.01%
753
+114
891
$11K ﹤0.01%
110
892
$11K ﹤0.01%
275
-11
893
$11K ﹤0.01%
122
894
$11K ﹤0.01%
407
+29
895
$11K ﹤0.01%
478
+284
896
$11K ﹤0.01%
300
+61
897
$11K ﹤0.01%
+675
898
$10K ﹤0.01%
143
+37
899
$10K ﹤0.01%
157
-51
900
$10K ﹤0.01%
320
+142
34 35
36
37 38