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
1076
$5K ﹤0.01%
170
1077
$5K ﹤0.01%
20
+9
1078
$5K ﹤0.01%
92
+54
1079
$5K ﹤0.01%
320
1080
$5K ﹤0.01%
39
+15
1081
$5K ﹤0.01%
1,600
1082
$5K ﹤0.01%
100
1083
$5K ﹤0.01%
229
+35
1084
$5K ﹤0.01%
243
1085
$5K ﹤0.01%
+105
1086
$5K ﹤0.01%
191
+65
1087
$5K ﹤0.01%
150
1088
$5K ﹤0.01%
62
-137
1089
$5K ﹤0.01%
135
-162
1090
$5K ﹤0.01%
106
1091
$5K ﹤0.01%
186
+36
1092
$5K ﹤0.01%
42
-458
1093
$5K ﹤0.01%
895
1094
$5K ﹤0.01%
+104
1095
$5K ﹤0.01%
303
+58
1096
$5K ﹤0.01%
58
1097
$5K ﹤0.01%
310
1098
$5K ﹤0.01%
100
1099
$5K ﹤0.01%
4
+2
1100
$5K ﹤0.01%
137
+17
42 43
44
45 46