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
426
$33K 0.01%
3,421
427
$33K 0.01%
7,546
428
$33K 0.01%
1,129
+934
429
$32K 0.01%
2,299
+1,356
430
$32K 0.01%
277
+58
431
$32K 0.01%
1,970
432
$31K 0.01%
800
-800
433
$31K 0.01%
+1,100
434
$31K 0.01%
443
+6
435
$30K 0.01%
42
+20
436
$30K 0.01%
1,611
437
$30K 0.01%
3,212
+2,027
438
$30K 0.01%
420
+35
439
$30K 0.01%
520
440
$30K 0.01%
332
441
$30K 0.01%
854
+632
442
$30K 0.01%
253
443
$29K 0.01%
2,253
444
$29K 0.01%
2,122
+1,679
445
$29K 0.01%
1,991
446
$29K 0.01%
367
-20
447
$29K 0.01%
3,205
-1,537
448
$29K 0.01%
975
449
$29K 0.01%
2,052
+1,000
450
$29K 0.01%
461
+3
16 17
18
19 20