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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
1401
$1K ﹤0.01%
+52
1402
$1K ﹤0.01%
28
1403
$1K ﹤0.01%
7
1404
$1K ﹤0.01%
170
+12
1405
$1K ﹤0.01%
28
1406
$1K ﹤0.01%
31
-388
1407
$1K ﹤0.01%
+221
1408
$1K ﹤0.01%
+33
1409
$1K ﹤0.01%
122
-2
1410
$1K ﹤0.01%
58
1411
– –
-190
1412
$0 ﹤0.01%
5
1413
– –
0
1414
$0 ﹤0.01%
10
1415
– –
-33
1416
$0 ﹤0.01%
17
1417
– –
-719
1418
– –
-21
1419
– –
-856
1420
– –
-16
1421
– –
-14
1422
– –
-92
1423
– –
-324
1424
– –
-121
1425
– –
-229
55 56
57
58 59