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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
1551
$0 ﹤0.01%
4
1552
– –
-15,820
1553
– –
-51
1554
– –
-3,037
1555
$0 ﹤0.01%
12
1556
– –
-13
1557
– –
-9
1558
– –
-433
1559
– –
-4,591
1560
– –
-1,197
1561
– –
-275
1562
– –
-1,900
1563
– –
-117
1564
$0 ﹤0.01%
14
1565
– –
-80
1566
– –
-19
1567
– –
-108
1568
– –
-629
1569
– –
-100
1570
– –
-1,922
1571
– –
-8
1572
$0 ﹤0.01%
+5
1573
– –
-56
1574
– –
-5
1575
– –
-158
60 61 62
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