S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
1326
$1K ﹤0.01%
28
-7
1327
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12
-13
1328
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18
+2
1330
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1331
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1332
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+45
1333
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2
1334
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1335
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45
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1336
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+48
1337
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1338
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22
1339
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18
+4
1340
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4
-2
1341
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1342
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1343
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+17
1344
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100
1345
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69
-306
1346
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39
1347
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93
1348
$1K ﹤0.01%
45
1349
$1K ﹤0.01%
19
1350
$1K ﹤0.01%
60
52 53
54
55 56