S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$8.44M
2
+$6.34M
3
+$3.69M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.16M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.33M

Top Sells

1
+$3.76M
2
+$2.48M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.24M
5
APC
Anadarko Petroleum
APC
+$1.19M

Sector Composition

1 Consumer Staples 7.32%
2 Financials 4.45%
3 Industrials 4.16%
4 Healthcare 2.57%
5 Technology 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$17K ﹤0.01%
590
+336
577
$17K ﹤0.01%
3,273
578
$17K ﹤0.01%
88
+35
579
$16K ﹤0.01%
+791
580
$16K ﹤0.01%
+500
581
$16K ﹤0.01%
229
+129
582
$16K ﹤0.01%
2,000
583
$16K ﹤0.01%
396
+67
584
$16K ﹤0.01%
300
585
$16K ﹤0.01%
362
+249
586
$16K ﹤0.01%
+204
587
$16K ﹤0.01%
120
+8
588
$16K ﹤0.01%
1,030
+852
589
$16K ﹤0.01%
+4,220
590
$16K ﹤0.01%
407
-7,884
591
$16K ﹤0.01%
228
592
$16K ﹤0.01%
200
593
$15K ﹤0.01%
1,828
+547
594
$15K ﹤0.01%
+400
595
$15K ﹤0.01%
396
+380
596
$15K ﹤0.01%
1,492
597
$15K ﹤0.01%
+515
598
$15K ﹤0.01%
200
599
$15K ﹤0.01%
178
600
$15K ﹤0.01%
303
+4
22 23
24
25 26