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
1326
$1K ﹤0.01%
28
1327
$1K ﹤0.01%
7
1328
$1K ﹤0.01%
170
+12
1329
$1K ﹤0.01%
28
1330
$1K ﹤0.01%
+221
1331
$1K ﹤0.01%
21
1332
$1K ﹤0.01%
+33
1333
$1K ﹤0.01%
122
-2
1334
$1K ﹤0.01%
58
1335
$1K ﹤0.01%
+52
1336
$1K ﹤0.01%
11
1337
$1K ﹤0.01%
65
1338
$1K ﹤0.01%
10
-173
1339
$1K ﹤0.01%
13
1340
$1K ﹤0.01%
40
1341
$1K ﹤0.01%
+47
1342
$1K ﹤0.01%
+58
1343
$1K ﹤0.01%
+27
1344
$1K ﹤0.01%
15
-86
1345
$1K ﹤0.01%
+8
1346
$1K ﹤0.01%
28
-7
1347
$1K ﹤0.01%
12
-13
1348
$1K ﹤0.01%
16
1349
$1K ﹤0.01%
18
+2
1350
$1K ﹤0.01%
180
52 53
54
55 56