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
676
$10K ﹤0.01%
268
+253
677
$10K ﹤0.01%
+232
678
$10K ﹤0.01%
154
679
$10K ﹤0.01%
+29
680
$10K ﹤0.01%
250
-3
681
$10K ﹤0.01%
566
+31
682
$10K ﹤0.01%
791
+690
683
$10K ﹤0.01%
425
684
$10K ﹤0.01%
156
-982
685
$10K ﹤0.01%
188
+91
686
$10K ﹤0.01%
205
-3
687
$10K ﹤0.01%
474
688
$10K ﹤0.01%
+124
689
$9K ﹤0.01%
+176
690
$9K ﹤0.01%
180
+56
691
$9K ﹤0.01%
+351
692
$9K ﹤0.01%
337
693
$9K ﹤0.01%
45
+35
694
$9K ﹤0.01%
110
+80
695
$9K ﹤0.01%
183
-2,683
696
$9K ﹤0.01%
128
+67
697
$9K ﹤0.01%
407
-40
698
$9K ﹤0.01%
138
-5,573
699
$9K ﹤0.01%
1,144
700
$9K ﹤0.01%
+432
26 27
28
29 30