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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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 +$55.8M
2 +$18.2M
3 +$12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$8.83M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.07M

Top Sells

1 +$12.1M
2 +$10.2M
3 +$2.2M
4
KO icon
Coca-Cola
KO
+$1.6M
5
SO icon
Southern Company
SO
+$1.09M

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%
17
+10
1252
$2K ﹤0.01%
+198
1253
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98
1254
$2K ﹤0.01%
+88
1255
$2K ﹤0.01%
210
+59
1256
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68
1257
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38
1258
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366
+174
1259
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-200
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$2K ﹤0.01%
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1264
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1265
$2K ﹤0.01%
+215
1266
$2K ﹤0.01%
8
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34
1268
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+181
1269
$2K ﹤0.01%
165
1270
$2K ﹤0.01%
+82
1271
$2K ﹤0.01%
23
-12
1272
$2K ﹤0.01%
36
1273
$2K ﹤0.01%
17
1274
$2K ﹤0.01%
+40
1275
$2K ﹤0.01%
31
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