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
701
$9K ﹤0.01%
306
+4
702
$9K ﹤0.01%
68
+61
703
$9K ﹤0.01%
155
+150
704
$9K ﹤0.01%
826
705
$9K ﹤0.01%
132
+89
706
$9K ﹤0.01%
+176
707
$9K ﹤0.01%
180
+56
708
$9K ﹤0.01%
+351
709
$8K ﹤0.01%
287
+66
710
$8K ﹤0.01%
143
+8
711
$8K ﹤0.01%
+250
712
$8K ﹤0.01%
113
+12
713
$8K ﹤0.01%
157
+50
714
$8K ﹤0.01%
75
715
$8K ﹤0.01%
270
+215
716
$8K ﹤0.01%
314
-79
717
$8K ﹤0.01%
138
-20
718
$8K ﹤0.01%
973
719
$8K ﹤0.01%
101
-8
720
$8K ﹤0.01%
313
+84
721
$8K ﹤0.01%
156
+21
722
$8K ﹤0.01%
78
723
$8K ﹤0.01%
160
+120
724
$8K ﹤0.01%
94
-4
725
$8K ﹤0.01%
250
27 28
29
30 31