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
1026
$7K ﹤0.01%
315
1027
$7K ﹤0.01%
57
+29
1028
$7K ﹤0.01%
542
1029
$7K ﹤0.01%
201
-134
1030
$7K ﹤0.01%
240
+31
1031
$7K ﹤0.01%
175
+155
1032
$7K ﹤0.01%
171
-38
1033
$7K ﹤0.01%
120
1034
$7K ﹤0.01%
+275
1035
$6K ﹤0.01%
221
+179
1036
$6K ﹤0.01%
+327
1037
$6K ﹤0.01%
66
-17
1038
$6K ﹤0.01%
101
1039
$6K ﹤0.01%
114
-1
1040
$6K ﹤0.01%
+303
1041
$6K ﹤0.01%
599
+373
1042
$6K ﹤0.01%
+298
1043
$6K ﹤0.01%
235
-118
1044
$6K ﹤0.01%
219
+89
1045
$6K ﹤0.01%
1,603
+1,404
1046
$6K ﹤0.01%
289
1047
$6K ﹤0.01%
82
1048
$6K ﹤0.01%
64
-29
1049
$6K ﹤0.01%
206
+75
1050
$6K ﹤0.01%
228
+18
40 41
42
43 44