We are live on ! Find out more
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
1276
$2K ﹤0.01%
16
1277
$2K ﹤0.01%
+12
1278
$2K ﹤0.01%
19
1279
$2K ﹤0.01%
+62
1280
$2K ﹤0.01%
+72
1281
$2K ﹤0.01%
34
1282
$2K ﹤0.01%
87
+5
1283
$2K ﹤0.01%
+51
1284
$2K ﹤0.01%
70
1285
$2K ﹤0.01%
+12
1286
$2K ﹤0.01%
32
-46
1287
$2K ﹤0.01%
67
+36
1288
$2K ﹤0.01%
+11
1289
$2K ﹤0.01%
+68
1290
$1K ﹤0.01%
7
1291
$1K ﹤0.01%
51
1292
$1K ﹤0.01%
18
1293
$1K ﹤0.01%
21
1294
$1K ﹤0.01%
+15
1295
$1K ﹤0.01%
23
-14
1296
$1K ﹤0.01%
+16
1297
$1K ﹤0.01%
11
-178
1298
$1K ﹤0.01%
21
1299
$1K ﹤0.01%
+52
1300
$1K ﹤0.01%
11