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
1326
$1K ﹤0.01%
+8
1327
$1K ﹤0.01%
28
-7
1328
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12
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16
1330
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18
+2
1331
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180
1332
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+21
1333
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+45
1334
$1K ﹤0.01%
2
1335
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23
1336
$1K ﹤0.01%
+292
1337
– –
0
1338
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31
1339
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61
+1
1340
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1341
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45
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1342
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18
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1344
$1K ﹤0.01%
4
-2
1345
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1346
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12
1347
$1K ﹤0.01%
+17
1348
$1K ﹤0.01%
20
1349
$1K ﹤0.01%
69
-306
1350
$1K ﹤0.01%
39
52 53
54
55 56