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
451
$29K 0.01%
209
452
$28K 0.01%
1,284
+484
453
$28K 0.01%
+1,008
454
$28K 0.01%
334
+248
455
$28K 0.01%
4,657
+546
456
$27K 0.01%
262
+73
457
$27K 0.01%
1,590
+1,425
458
$27K 0.01%
652
+289
459
$27K 0.01%
3,037
460
$27K 0.01%
442
+92
461
$27K 0.01%
2,201
-2,201
462
$26K 0.01%
322
+311
463
$26K 0.01%
470
-1,100
464
$26K 0.01%
620
+520
465
$26K 0.01%
1,517
466
$26K 0.01%
33
+8
467
$26K 0.01%
755
+488
468
$26K 0.01%
+1,744
469
$25K 0.01%
724
+347
470
$25K 0.01%
340
-369
471
$25K 0.01%
488
+334
472
$25K 0.01%
2,300
473
$25K 0.01%
2,000
474
$25K 0.01%
365
+85
475
$25K 0.01%
300
+112
17 18
19
20 21