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
1301
$1K ﹤0.01%
21
1302
$1K ﹤0.01%
+15
1303
$1K ﹤0.01%
23
-14
1304
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+16
1305
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11
-178
1306
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+52
1307
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28
1308
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7
1309
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170
+12
1310
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28
1311
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31
-388
1312
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+221
1313
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+33
1314
$1K ﹤0.01%
122
-2
1315
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58
1316
$1K ﹤0.01%
+52
1317
$1K ﹤0.01%
11
1318
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65
1319
$1K ﹤0.01%
10
-173
1320
$1K ﹤0.01%
13
1321
$1K ﹤0.01%
40
1322
$1K ﹤0.01%
+47
1323
$1K ﹤0.01%
+58
1324
$1K ﹤0.01%
+27
1325
$1K ﹤0.01%
15
-86
51 52
53
54 55