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
1201
$3K ﹤0.01%
23
1202
$3K ﹤0.01%
+300
1203
$3K ﹤0.01%
693
+293
1204
$3K ﹤0.01%
78
1205
$3K ﹤0.01%
135
1206
$3K ﹤0.01%
+470
1207
$3K ﹤0.01%
68
-89
1208
$2K ﹤0.01%
17
1209
$2K ﹤0.01%
+40
1210
$2K ﹤0.01%
31
-8
1211
$2K ﹤0.01%
16
1212
$2K ﹤0.01%
+51
1213
$2K ﹤0.01%
166
1214
$2K ﹤0.01%
40
+16
1215
$2K ﹤0.01%
35
1216
$2K ﹤0.01%
87
-236
1217
$2K ﹤0.01%
31
1218
$2K ﹤0.01%
73
1219
$2K ﹤0.01%
64
1220
$2K ﹤0.01%
151
+68
1221
$2K ﹤0.01%
31
-104
1222
$2K ﹤0.01%
57
1223
$2K ﹤0.01%
39
-189
1224
$2K ﹤0.01%
20
1225
$2K ﹤0.01%
75
+43
47 48
49
50 51