S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$8.44M
2 +$6.34M
3 +$3.69M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.16M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.33M

Top Sells

1 +$3.76M
2 +$2.48M
3 +$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.24M
5
APC
Anadarko Petroleum
APC
+$1.19M

Sector Composition

1 Consumer Staples 7.32%
2 Financials 4.45%
3 Industrials 4.16%
4 Healthcare 2.57%
5 Technology 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$66K 0.02%
+4,984
302
$66K 0.02%
14,544
+351
303
$66K 0.02%
473
+79
304
$65K 0.01%
1,361
-508
305
$65K 0.01%
8,394
-3,486
306
$65K 0.01%
651
+141
307
$63K 0.01%
696
+413
308
$63K 0.01%
2,197
+669
309
$62K 0.01%
923
+227
310
$62K 0.01%
2,215
-1,091
311
$61K 0.01%
3,520
312
$61K 0.01%
3,498
+1
313
$60K 0.01%
1,422
314
$60K 0.01%
846
+285
315
$60K 0.01%
328
+160
316
$60K 0.01%
20,595
317
$59K 0.01%
2,043
-822
318
$59K 0.01%
550
+90
319
$58K 0.01%
1,200
320
$58K 0.01%
+4,000
321
$58K 0.01%
1,666
+334
322
$57K 0.01%
3,000
323
$57K 0.01%
2,458
+143
324
$57K 0.01%
1,603
-1,578
325
$57K 0.01%
1,074
-210