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
1376
$1K ﹤0.01%
17
1377
$1K ﹤0.01%
29
1378
$1K ﹤0.01%
+46
1379
$1K ﹤0.01%
+20
1380
$1K ﹤0.01%
13
1381
$1K ﹤0.01%
+78
1382
$1K ﹤0.01%
+6
1383
$1K ﹤0.01%
+14
1384
$1K ﹤0.01%
+51
1385
$1K ﹤0.01%
+42
1386
$1K ﹤0.01%
16
-9
1387
$1K ﹤0.01%
38
1388
$1K ﹤0.01%
9
1389
$1K ﹤0.01%
+21
1390
$1K ﹤0.01%
+7
1391
$1K ﹤0.01%
56
1392
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43
1393
$1K ﹤0.01%
+35
1394
$1K ﹤0.01%
10
1395
$1K ﹤0.01%
+29
1396
$1K ﹤0.01%
6
-2,125
1397
$1K ﹤0.01%
16
-2
1398
$1K ﹤0.01%
22
1399
$1K ﹤0.01%
+29
1400
$1K ﹤0.01%
12
54 55
56
57 58