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
951
$9K ﹤0.01%
1,092
952
$9K ﹤0.01%
91
953
$9K ﹤0.01%
+377
954
$9K ﹤0.01%
354
+114
955
$8K ﹤0.01%
337
956
$8K ﹤0.01%
632
+96
957
$8K ﹤0.01%
120
-148
958
$8K ﹤0.01%
323
-44
959
$8K ﹤0.01%
+454
960
$8K ﹤0.01%
+800
961
$8K ﹤0.01%
159
+24
962
$8K ﹤0.01%
75
963
$8K ﹤0.01%
+2,449
964
$8K ﹤0.01%
190
-11
965
$8K ﹤0.01%
+89
966
$8K ﹤0.01%
526
+131
967
$8K ﹤0.01%
207
+57
968
$8K ﹤0.01%
150
969
$8K ﹤0.01%
288
970
$8K ﹤0.01%
317
-88
971
$8K ﹤0.01%
4,166
972
$8K ﹤0.01%
213
973
$8K ﹤0.01%
1,460
974
$8K ﹤0.01%
423
+1
975
$8K ﹤0.01%
202
37 38
39
40 41