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
551
$19K ﹤0.01%
614
+44
552
$19K ﹤0.01%
624
-6
553
$19K ﹤0.01%
1,402
554
$18K ﹤0.01%
424
+396
555
$18K ﹤0.01%
278
+166
556
$18K ﹤0.01%
479
+280
557
$18K ﹤0.01%
500
558
$18K ﹤0.01%
+626
559
$18K ﹤0.01%
350
+109
560
$18K ﹤0.01%
270
-1
561
$18K ﹤0.01%
784
+384
562
$18K ﹤0.01%
+950
563
$18K ﹤0.01%
1,178
+1,057
564
$17K ﹤0.01%
449
+378
565
$17K ﹤0.01%
+330
566
$17K ﹤0.01%
+675
567
$17K ﹤0.01%
1,062
+738
568
$17K ﹤0.01%
552
+502
569
$17K ﹤0.01%
+450
570
$17K ﹤0.01%
406
+155
571
$17K ﹤0.01%
+480
572
$17K ﹤0.01%
2,471
+1,807
573
$17K ﹤0.01%
429
+282
574
$17K ﹤0.01%
171
-26
575
$17K ﹤0.01%
308
+158
21 22
23
24 25