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
1176
$3K ﹤0.01%
+100
1177
$3K ﹤0.01%
227
1178
$3K ﹤0.01%
671
1179
$3K ﹤0.01%
51
-11
1180
$3K ﹤0.01%
+50
1181
$3K ﹤0.01%
37
1182
$3K ﹤0.01%
342
1183
$3K ﹤0.01%
37
-10
1184
$3K ﹤0.01%
619
-513
1185
$3K ﹤0.01%
39
1186
$3K ﹤0.01%
94
1187
$3K ﹤0.01%
+30
1188
$3K ﹤0.01%
148
-1,002
1189
$3K ﹤0.01%
43
+14
1190
$3K ﹤0.01%
137
+65
1191
$3K ﹤0.01%
+100
1192
$3K ﹤0.01%
52
1193
$3K ﹤0.01%
80
1194
$3K ﹤0.01%
67
-45
1195
$3K ﹤0.01%
+115
1196
$3K ﹤0.01%
24
-2
1197
$3K ﹤0.01%
503
1198
$3K ﹤0.01%
+39
1199
$3K ﹤0.01%
22
1200
$3K ﹤0.01%
82
+59
46 47
48
49 50