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
626
$13K ﹤0.01%
2,705
+2,035
627
$13K ﹤0.01%
61
+47
628
$13K ﹤0.01%
388
+56
629
$13K ﹤0.01%
70
630
$13K ﹤0.01%
+104
631
$13K ﹤0.01%
731
+349
632
$13K ﹤0.01%
565
633
$13K ﹤0.01%
575
634
$12K ﹤0.01%
173
635
$12K ﹤0.01%
+133
636
$12K ﹤0.01%
208
+21
637
$12K ﹤0.01%
750
+595
638
$12K ﹤0.01%
1,210
+851
639
$12K ﹤0.01%
291
+242
640
$12K ﹤0.01%
213
+13
641
$12K ﹤0.01%
111
+102
642
$12K ﹤0.01%
+371
643
$12K ﹤0.01%
+370
644
$12K ﹤0.01%
+504
645
$12K ﹤0.01%
7
-2
646
$12K ﹤0.01%
+470
647
$12K ﹤0.01%
171
+27
648
$12K ﹤0.01%
182
+62
649
$12K ﹤0.01%
197
+134
650
$12K ﹤0.01%
183
+38
24 25
26
27 28