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
651
$12K ﹤0.01%
254
+54
652
$11K ﹤0.01%
128
+82
653
$11K ﹤0.01%
194
654
$11K ﹤0.01%
1,600
655
$11K ﹤0.01%
1,011
+436
656
$11K ﹤0.01%
221
+121
657
$11K ﹤0.01%
249
+62
658
$11K ﹤0.01%
206
-41
659
$11K ﹤0.01%
321
660
$11K ﹤0.01%
318
+91
661
$11K ﹤0.01%
202
-73
662
$11K ﹤0.01%
346
-63,332
663
$11K ﹤0.01%
466
+221
664
$11K ﹤0.01%
+496
665
$11K ﹤0.01%
231
+26
666
$11K ﹤0.01%
1,700
-730
667
$11K ﹤0.01%
120
668
$11K ﹤0.01%
+294
669
$11K ﹤0.01%
606
670
$11K ﹤0.01%
600
671
$11K ﹤0.01%
+184
672
$11K ﹤0.01%
56
+46
673
$10K ﹤0.01%
804
+416
674
$10K ﹤0.01%
275
+69
675
$10K ﹤0.01%
468
25 26
27
28 29