S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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 4.16%
4 Healthcare 2.57%
5 Technology 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$55K 0.01%
2,887
+2,669
327
$55K 0.01%
1,400
328
$55K 0.01%
448
+267
329
$54K 0.01%
960
330
$54K 0.01%
735
+95
331
$54K 0.01%
500
332
$53K 0.01%
+1,960
333
$53K 0.01%
1,954
+1,200
334
$53K 0.01%
500
+425
335
$53K 0.01%
457
+34
336
$52K 0.01%
+2,075
337
$52K 0.01%
1,594
338
$52K 0.01%
1,356
+390
339
$52K 0.01%
1,203
+941
340
$52K 0.01%
1,535
+1,220
341
$52K 0.01%
+4,721
342
$51K 0.01%
2,444
+2,337
343
$51K 0.01%
5,282
344
$51K 0.01%
+1,502
345
$51K 0.01%
6,000
346
$50K 0.01%
1,942
+1,770
347
$50K 0.01%
344
-172
348
$49K 0.01%
+1,607
349
$49K 0.01%
3,400
350
$48K 0.01%
+1,509
12 13
14
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