S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
976
$8K ﹤0.01%
1,460
977
$8K ﹤0.01%
423
+1
978
$8K ﹤0.01%
202
979
$8K ﹤0.01%
146
+86
980
$8K ﹤0.01%
320
981
$8K ﹤0.01%
1,324
+880
982
$8K ﹤0.01%
+186
983
$8K ﹤0.01%
+832
984
$8K ﹤0.01%
+187
985
$8K ﹤0.01%
59
986
$8K ﹤0.01%
46
-6
987
$8K ﹤0.01%
163
-242
988
$8K ﹤0.01%
10
-66
989
$8K ﹤0.01%
359
+35
990
$8K ﹤0.01%
300
991
$8K ﹤0.01%
+146
992
$8K ﹤0.01%
+109
993
$7K ﹤0.01%
542
994
$7K ﹤0.01%
201
-134
995
$7K ﹤0.01%
240
+31
996
$7K ﹤0.01%
+275
997
$7K ﹤0.01%
167
998
$7K ﹤0.01%
875
999
$7K ﹤0.01%
1,149
+233
1000
$7K ﹤0.01%
114
+78
38 39
40
41 42