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
601
$15K ﹤0.01%
373
+154
602
$15K ﹤0.01%
+480
603
$15K ﹤0.01%
+360
604
$14K ﹤0.01%
1,130
+790
605
$14K ﹤0.01%
+393
606
$14K ﹤0.01%
275
+182
607
$14K ﹤0.01%
+310
608
$14K ﹤0.01%
+394
609
$14K ﹤0.01%
147
+113
610
$14K ﹤0.01%
740
+695
611
$14K ﹤0.01%
30
+26
612
$14K ﹤0.01%
816
613
$14K ﹤0.01%
114
+97
614
$14K ﹤0.01%
323
+18
615
$14K ﹤0.01%
90
+72
616
$14K ﹤0.01%
424
+149
617
$14K ﹤0.01%
171
-32
618
$13K ﹤0.01%
322
+180
619
$13K ﹤0.01%
237
+220
620
$13K ﹤0.01%
352
+194
621
$13K ﹤0.01%
551
-63
622
$13K ﹤0.01%
539
-323
623
$13K ﹤0.01%
+159
624
$13K ﹤0.01%
+749
625
$13K ﹤0.01%
684
+20
23 24
25
26 27