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
1101
$5K ﹤0.01%
55
1102
$5K ﹤0.01%
+680
1103
$5K ﹤0.01%
72
+26
1104
$5K ﹤0.01%
223
+181
1105
$5K ﹤0.01%
326
+74
1106
$5K ﹤0.01%
506
+20
1107
$5K ﹤0.01%
240
-239
1108
$5K ﹤0.01%
500
+4
1109
$5K ﹤0.01%
65
+23
1110
$4K ﹤0.01%
672
-108
1111
$4K ﹤0.01%
+97
1112
$4K ﹤0.01%
218
-26
1113
$4K ﹤0.01%
82
-14
1114
$4K ﹤0.01%
64
-54
1115
$4K ﹤0.01%
374
1116
$4K ﹤0.01%
112
-112
1117
$4K ﹤0.01%
48
-8
1118
$4K ﹤0.01%
78
+30
1119
$4K ﹤0.01%
120
-20
1120
$4K ﹤0.01%
220
1121
$4K ﹤0.01%
+153
1122
$4K ﹤0.01%
435
+226
1123
$4K ﹤0.01%
154
+9
1124
$4K ﹤0.01%
74
+61
1125
$4K ﹤0.01%
55
43 44
45
46 47