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
476
$25K 0.01%
359
+55
477
$25K 0.01%
286
+61
478
$25K 0.01%
722
+580
479
$24K 0.01%
314
+84
480
$24K 0.01%
136
+35
481
$24K 0.01%
332
+52
482
$24K 0.01%
336
-40
483
$24K 0.01%
508
+445
484
$24K 0.01%
+675
485
$24K 0.01%
4,773
+122
486
$24K 0.01%
199
-125
487
$24K 0.01%
234
+79
488
$24K 0.01%
999
+496
489
$24K 0.01%
347
+82
490
$24K 0.01%
+105
491
$23K 0.01%
+1,084
492
$23K 0.01%
439
+428
493
$23K 0.01%
451
-31
494
$23K 0.01%
1,070
495
$23K 0.01%
593
+255
496
$23K 0.01%
454
+54
497
$23K 0.01%
410
+218
498
$23K 0.01%
340
+307
499
$23K 0.01%
167
+67
500
$23K 0.01%
541
+410
18 19
20
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