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
1251
$2K ﹤0.01%
28
1252
$2K ﹤0.01%
19
1253
$2K ﹤0.01%
+62
1254
$2K ﹤0.01%
+72
1255
$2K ﹤0.01%
34
1256
$2K ﹤0.01%
87
+5
1257
$2K ﹤0.01%
+137
1258
$2K ﹤0.01%
132
-44
1259
$2K ﹤0.01%
72
1260
$2K ﹤0.01%
+195
1261
$2K ﹤0.01%
68
+34
1262
$2K ﹤0.01%
17
+10
1263
$2K ﹤0.01%
+198
1264
$2K ﹤0.01%
98
1265
$2K ﹤0.01%
70
1266
$2K ﹤0.01%
+12
1267
$2K ﹤0.01%
32
-46
1268
$2K ﹤0.01%
67
+36
1269
$2K ﹤0.01%
+11
1270
$2K ﹤0.01%
+68
1271
$2K ﹤0.01%
+88
1272
$2K ﹤0.01%
210
+59
1273
$2K ﹤0.01%
68
1274
$2K ﹤0.01%
38
1275
$2K ﹤0.01%
366
+174
49 50
51
52 53