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
401
$37K 0.01%
30
+17
402
$37K 0.01%
511
+308
403
$37K 0.01%
930
+767
404
$37K 0.01%
1,178
+601
405
$37K 0.01%
575
+79
406
$37K 0.01%
410
+93
407
$37K 0.01%
777
+233
408
$36K 0.01%
610
-4,840
409
$36K 0.01%
3,480
+1,450
410
$36K 0.01%
1,365
+977
411
$36K 0.01%
437
-1,872
412
$36K 0.01%
525
+440
413
$36K 0.01%
750
-750
414
$35K 0.01%
121
+70
415
$35K 0.01%
5,967
+3,734
416
$34K 0.01%
+1,500
417
$34K 0.01%
487
+185
418
$34K 0.01%
2,000
-1,627
419
$34K 0.01%
4,764
420
$34K 0.01%
1,007
+709
421
$33K 0.01%
+948
422
$33K 0.01%
5,515
+89
423
$33K 0.01%
2,535
+2,040
424
$33K 0.01%
698
+213
425
$33K 0.01%
2,126
+598
15 16
17
18 19