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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$55.8M
2
+$18.2M
3
+$12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.83M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.07M

Top Sells

1
+$12.1M
2
+$10.2M
3
+$2.2M
4
KO icon
Coca-Cola
KO
+$1.6M
5
SO icon
Southern Company
SO
+$1.09M

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
1026
$7K ﹤0.01%
542
1027
$7K ﹤0.01%
201
-134
1028
$7K ﹤0.01%
86
+63
1029
$7K ﹤0.01%
240
+31
1030
$7K ﹤0.01%
175
+155
1031
$7K ﹤0.01%
+1,380
1032
$7K ﹤0.01%
171
-38
1033
$7K ﹤0.01%
120
1034
$7K ﹤0.01%
+275
1035
$6K ﹤0.01%
82
1036
$6K ﹤0.01%
64
-29
1037
$6K ﹤0.01%
206
+75
1038
$6K ﹤0.01%
228
+18
1039
$6K ﹤0.01%
412
-28
1040
$6K ﹤0.01%
+272
1041
$6K ﹤0.01%
149
1042
$6K ﹤0.01%
220
1043
$6K ﹤0.01%
39
+14
1044
$6K ﹤0.01%
153
+43
1045
$6K ﹤0.01%
46
1046
$6K ﹤0.01%
84
-49
1047
$6K ﹤0.01%
77
+43
1048
$6K ﹤0.01%
126
1049
$6K ﹤0.01%
133
+96
1050
$6K ﹤0.01%
125
+19
40 41
42
43 44