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
$439M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,462
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$5.71M
3
+$3.42M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.01M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.24M

Top Sells

1
+$3.43M
2
+$2.5M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.01M
5
APC
Anadarko Petroleum
APC
+$1.01M

Sector Composition

1 Consumer Staples 7.32%
2 Financials 4.45%
3 Industrials 4.15%
4 Healthcare 2.57%
5 Technology 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$83K 0.02%
1,090
+790
252
$83K 0.02%
1,730
-40
253
$82K 0.02%
1,223
+1,163
254
$82K 0.02%
1,131
-1,087
255
$82K 0.02%
3,060
256
$82K 0.02%
7,146
+164
257
$82K 0.02%
1,420
+528
258
$81K 0.02%
750
-30
259
$81K 0.02%
2,172
+12
260
$81K 0.02%
1,169
+50
261
$81K 0.02%
1,579
-30
262
$81K 0.02%
687
+224
263
$80K 0.02%
5,317
+166
264
$80K 0.02%
1,785
+1,264
265
$80K 0.02%
+3,515
266
$79K 0.02%
879
+365
267
$78K 0.02%
+1,105
268
$78K 0.02%
2,202
+619
269
$78K 0.02%
1,037
-238
270
$78K 0.02%
+4,419
271
$77K 0.02%
3,655
+3,498
272
$76K 0.02%
+612
273
$76K 0.02%
2,659
+2,134
274
$75K 0.02%
1,819
-1,900
275
$75K 0.02%
+1,449
9 10
11
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