S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
1226
$2K ﹤0.01%
31
1227
$2K ﹤0.01%
73
1228
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64
1229
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151
+68
1230
$2K ﹤0.01%
31
-104
1231
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57
1232
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39
-189
1233
$2K ﹤0.01%
20
1234
$2K ﹤0.01%
75
+43
1235
$2K ﹤0.01%
43
+28
1236
$2K ﹤0.01%
+385
1237
$2K ﹤0.01%
37
-60
1238
$2K ﹤0.01%
36
1239
$2K ﹤0.01%
51
1240
$2K ﹤0.01%
38
-102
1241
$2K ﹤0.01%
192
+75
1242
$2K ﹤0.01%
109
-190
1243
$2K ﹤0.01%
45
1244
$2K ﹤0.01%
27
-173
1245
$2K ﹤0.01%
78
1246
$2K ﹤0.01%
126
+65
1247
$2K ﹤0.01%
+64
1248
$2K ﹤0.01%
12
1249
$2K ﹤0.01%
104
1250
$2K ﹤0.01%
83
+21
48 49
50
51 52