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
1051
$6K ﹤0.01%
412
-28
1052
$6K ﹤0.01%
+272
1053
$6K ﹤0.01%
149
1054
$6K ﹤0.01%
220
1055
$6K ﹤0.01%
39
+14
1056
$6K ﹤0.01%
153
+43
1057
$6K ﹤0.01%
46
1058
$6K ﹤0.01%
84
-49
1059
$6K ﹤0.01%
77
+43
1060
$6K ﹤0.01%
126
1061
$6K ﹤0.01%
133
+96
1062
$6K ﹤0.01%
125
+19
1063
$6K ﹤0.01%
300
1064
$6K ﹤0.01%
299
1065
$6K ﹤0.01%
668
+63
1066
$6K ﹤0.01%
79
+44
1067
$6K ﹤0.01%
360
+69
1068
$6K ﹤0.01%
193
-29
1069
$6K ﹤0.01%
142
1070
$6K ﹤0.01%
239
-78
1071
$6K ﹤0.01%
26
1072
$6K ﹤0.01%
168
1073
$6K ﹤0.01%
85
+39
1074
$6K ﹤0.01%
378
+337
1075
$5K ﹤0.01%
+115
41 42
43
44 45