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
701
$9K ﹤0.01%
284
+247
702
$9K ﹤0.01%
+163
703
$9K ﹤0.01%
+320
704
$9K ﹤0.01%
306
+4
705
$9K ﹤0.01%
68
+61
706
$9K ﹤0.01%
155
+150
707
$9K ﹤0.01%
826
708
$9K ﹤0.01%
132
+89
709
$8K ﹤0.01%
113
+12
710
$8K ﹤0.01%
157
+50
711
$8K ﹤0.01%
54
+40
712
$8K ﹤0.01%
79
-13
713
$8K ﹤0.01%
51
-7
714
$8K ﹤0.01%
+221
715
$8K ﹤0.01%
236
+198
716
$8K ﹤0.01%
180
717
$8K ﹤0.01%
+174
718
$8K ﹤0.01%
+194
719
$8K ﹤0.01%
287
+66
720
$8K ﹤0.01%
143
+8
721
$8K ﹤0.01%
+250
722
$8K ﹤0.01%
75
723
$8K ﹤0.01%
270
+215
724
$8K ﹤0.01%
314
-79
725
$8K ﹤0.01%
138
-20
27 28
29
30 31