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
1126
$4K ﹤0.01%
442
+122
1127
$4K ﹤0.01%
200
1128
$4K ﹤0.01%
+523
1129
$4K ﹤0.01%
75
-44
1130
$4K ﹤0.01%
104
1131
$4K ﹤0.01%
57
+33
1132
$4K ﹤0.01%
164
-143
1133
$4K ﹤0.01%
90
1134
$4K ﹤0.01%
+62
1135
$4K ﹤0.01%
282
+124
1136
$4K ﹤0.01%
34
-82
1137
$4K ﹤0.01%
50
+19
1138
$4K ﹤0.01%
+68
1139
$4K ﹤0.01%
215
-391
1140
$4K ﹤0.01%
85
+48
1141
$4K ﹤0.01%
+435
1142
$4K ﹤0.01%
+311
1143
$4K ﹤0.01%
236
1144
$4K ﹤0.01%
141
+92
1145
$4K ﹤0.01%
140
1146
$4K ﹤0.01%
60
1147
$4K ﹤0.01%
195
+62
1148
$4K ﹤0.01%
305
+266
1149
$4K ﹤0.01%
117
+111
1150
$4K ﹤0.01%
+173
44 45
46
47 48