S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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%
+29
1302
$1K ﹤0.01%
12
1303
$1K ﹤0.01%
23
+17
1304
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8
1305
$1K ﹤0.01%
62
1306
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9
1307
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112
+33
1308
$1K ﹤0.01%
200
1309
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81
1310
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22
1311
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31
1312
$1K ﹤0.01%
31
-388
1313
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+14
1314
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14
1315
$1K ﹤0.01%
+18
1316
$1K ﹤0.01%
9
1317
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7
1318
$1K ﹤0.01%
51
1319
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18
1320
$1K ﹤0.01%
21
1321
$1K ﹤0.01%
+15
1322
$1K ﹤0.01%
23
-14
1323
$1K ﹤0.01%
+16
1324
$1K ﹤0.01%
11
-178
1325
$1K ﹤0.01%
+52
51 52
53
54 55