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
1276
$2K ﹤0.01%
+179
1277
$2K ﹤0.01%
133
-200
1278
$2K ﹤0.01%
39
1279
$2K ﹤0.01%
+44
1280
$2K ﹤0.01%
300
1281
$2K ﹤0.01%
159
1282
$2K ﹤0.01%
+215
1283
$2K ﹤0.01%
8
1284
$2K ﹤0.01%
34
1285
$2K ﹤0.01%
+181
1286
$2K ﹤0.01%
165
1287
$2K ﹤0.01%
+82
1288
$2K ﹤0.01%
23
-12
1289
$2K ﹤0.01%
36
1290
$1K ﹤0.01%
21
1291
$1K ﹤0.01%
+48
1292
$1K ﹤0.01%
78
1293
$1K ﹤0.01%
+5
1294
$1K ﹤0.01%
60
1295
$1K ﹤0.01%
+18
1296
$1K ﹤0.01%
9
1297
$1K ﹤0.01%
+25
1298
$1K ﹤0.01%
7
1299
$1K ﹤0.01%
51
1300
$1K ﹤0.01%
18
50 51
52
53 54