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
276
$75K 0.02%
1,664
+40
277
$75K 0.02%
+1,936
278
$75K 0.02%
691
-141
279
$75K 0.02%
+3,450
280
$74K 0.02%
297
-62
281
$74K 0.02%
963
-2,621
282
$73K 0.02%
1,369
-136
283
$73K 0.02%
2,685
284
$73K 0.02%
953
+144
285
$73K 0.02%
+2,000
286
$73K 0.02%
1,993
+744
287
$73K 0.02%
1,000
288
$72K 0.02%
2,331
289
$71K 0.02%
3,200
290
$71K 0.02%
977
291
$70K 0.02%
1,326
-461
292
$69K 0.02%
505
+5
293
$69K 0.02%
1,507
+217
294
$69K 0.02%
2,001
+18
295
$68K 0.02%
9,125
296
$68K 0.02%
249
-1
297
$68K 0.02%
2,301
+1,956
298
$68K 0.02%
3,750
+975
299
$68K 0.02%
17,943
300
$67K 0.02%
2,434
+93
10 11
12
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