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
351
$47K 0.01%
854
+438
352
$47K 0.01%
1,078
+126
353
$47K 0.01%
576
-212
354
$46K 0.01%
1,620
+1,244
355
$46K 0.01%
911
+439
356
$46K 0.01%
1,535
+1,158
357
$45K 0.01%
379
+183
358
$45K 0.01%
1,793
-943
359
$45K 0.01%
4,400
360
$44K 0.01%
1,405
+1,080
361
$44K 0.01%
+557
362
$44K 0.01%
1,019
+195
363
$44K 0.01%
921
+23
364
$44K 0.01%
520
+188
365
$44K 0.01%
993
+543
366
$43K 0.01%
1,294
+966
367
$43K 0.01%
3,550
368
$43K 0.01%
272
+26
369
$43K 0.01%
894
-3,581
370
$43K 0.01%
243
+143
371
$43K 0.01%
1,203
372
$43K 0.01%
2,348
+1,506
373
$43K 0.01%
2,048
+1,704
374
$42K 0.01%
1,330
+1,210
375
$42K 0.01%
3,281
+1,000
13 14
15
16 17