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
926
$9K ﹤0.01%
973
927
$9K ﹤0.01%
121
+64
928
$9K ﹤0.01%
267
+12
929
$9K ﹤0.01%
249
+15
930
$9K ﹤0.01%
40
-48
931
$9K ﹤0.01%
200
-4
932
$9K ﹤0.01%
483
+267
933
$9K ﹤0.01%
2,931
-2,442
934
$9K ﹤0.01%
236
+82
935
$9K ﹤0.01%
674
-7,412
936
$9K ﹤0.01%
200
937
$9K ﹤0.01%
198
+24
938
$9K ﹤0.01%
112
-97
939
$9K ﹤0.01%
261
+168
940
$9K ﹤0.01%
162
-5
941
$9K ﹤0.01%
141
942
$9K ﹤0.01%
86
943
$9K ﹤0.01%
353
+299
944
$9K ﹤0.01%
180
945
$9K ﹤0.01%
297
+44
946
$9K ﹤0.01%
228
947
$9K ﹤0.01%
+244
948
$9K ﹤0.01%
+50
949
$9K ﹤0.01%
221
-207
950
$9K ﹤0.01%
333
-701
36 37
38
39 40