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
1351
$1K ﹤0.01%
+21
1352
$1K ﹤0.01%
+45
1353
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2
1354
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23
1355
$1K ﹤0.01%
+292
1356
– –
0
1357
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31
1358
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61
+1
1359
$1K ﹤0.01%
45
-52
1360
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+48
1361
$1K ﹤0.01%
78
1362
$1K ﹤0.01%
22
1363
$1K ﹤0.01%
18
+4
1364
$1K ﹤0.01%
4
-2
1365
$1K ﹤0.01%
58
1366
$1K ﹤0.01%
12
1367
$1K ﹤0.01%
+17
1368
$1K ﹤0.01%
100
1369
$1K ﹤0.01%
69
-306
1370
$1K ﹤0.01%
39
1371
$1K ﹤0.01%
93
1372
$1K ﹤0.01%
45
1373
$1K ﹤0.01%
19
1374
$1K ﹤0.01%
60
1375
$1K ﹤0.01%
36
53 54
55
56 57