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
726
$8K ﹤0.01%
+198
727
$8K ﹤0.01%
162
+79
728
$8K ﹤0.01%
200
729
$8K ﹤0.01%
54
+40
730
$8K ﹤0.01%
79
-13
731
$8K ﹤0.01%
51
-7
732
$8K ﹤0.01%
+221
733
$8K ﹤0.01%
236
+198
734
$8K ﹤0.01%
180
735
$8K ﹤0.01%
80
+74
736
$8K ﹤0.01%
154
-115
737
$8K ﹤0.01%
109
+29
738
$8K ﹤0.01%
96
739
$8K ﹤0.01%
78
740
$8K ﹤0.01%
78
+68
741
$8K ﹤0.01%
11
+9
742
$8K ﹤0.01%
300
743
$8K ﹤0.01%
+174
744
$8K ﹤0.01%
340
745
$8K ﹤0.01%
514
+228
746
$8K ﹤0.01%
1,092
747
$8K ﹤0.01%
141
-9
748
$8K ﹤0.01%
+194
749
$7K ﹤0.01%
+68
750
$7K ﹤0.01%
74
+54
28 29
30
31 32