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
526
$20K ﹤0.01%
+460
527
$20K ﹤0.01%
182
-324
528
$20K ﹤0.01%
1,223
529
$20K ﹤0.01%
1,300
530
$20K ﹤0.01%
2,076
531
$20K ﹤0.01%
+1,350
532
$20K ﹤0.01%
+1,138
533
$20K ﹤0.01%
+906
534
$20K ﹤0.01%
826
+670
535
$20K ﹤0.01%
2,333
536
$20K ﹤0.01%
1,350
537
$20K ﹤0.01%
620
+442
538
$20K ﹤0.01%
597
+247
539
$19K ﹤0.01%
341
+239
540
$19K ﹤0.01%
465
+316
541
$19K ﹤0.01%
+1,200
542
$19K ﹤0.01%
271
543
$19K ﹤0.01%
1,324
+1,091
544
$19K ﹤0.01%
89
-27
545
$19K ﹤0.01%
766
+340
546
$19K ﹤0.01%
103
+18
547
$19K ﹤0.01%
291
+141
548
$19K ﹤0.01%
500
549
$19K ﹤0.01%
+569
550
$19K ﹤0.01%
+453
20 21
22
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