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
376
$42K 0.01%
998
+389
377
$42K 0.01%
3,281
+1,000
378
$42K 0.01%
1,330
+1,210
379
$42K 0.01%
+3,000
380
$41K 0.01%
7,141
381
$41K 0.01%
5,404
+3,155
382
$41K 0.01%
2,620
-1,075
383
$41K 0.01%
370
+149
384
$41K 0.01%
434
+45
385
$41K 0.01%
307
+87
386
$40K 0.01%
538
+93
387
$40K 0.01%
135
+83
388
$40K 0.01%
450
+217
389
$39K 0.01%
822
+201
390
$39K 0.01%
+1,704
391
$39K 0.01%
7,872
+5,806
392
$39K 0.01%
+1,638
393
$38K 0.01%
+2,548
394
$38K 0.01%
344
+151
395
$38K 0.01%
1,206
+561
396
$38K 0.01%
670
+459
397
$38K 0.01%
222
+73
398
$38K 0.01%
711
399
$38K 0.01%
1,056
+70
400
$37K 0.01%
758
+43
14 15
16
17 18