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
751
$7K ﹤0.01%
43
752
$7K ﹤0.01%
+756
753
$7K ﹤0.01%
64
+36
754
$7K ﹤0.01%
299
+177
755
$7K ﹤0.01%
240
-7,550
756
$7K ﹤0.01%
214
+186
757
$7K ﹤0.01%
150
+111
758
$7K ﹤0.01%
71
+16
759
$7K ﹤0.01%
334
+186
760
$7K ﹤0.01%
+629
761
$7K ﹤0.01%
355
-218
762
$7K ﹤0.01%
+112
763
$7K ﹤0.01%
320
764
$7K ﹤0.01%
86
-1,414
765
$7K ﹤0.01%
+228
766
$7K ﹤0.01%
490
767
$7K ﹤0.01%
+140
768
$7K ﹤0.01%
+123
769
$7K ﹤0.01%
297
770
$7K ﹤0.01%
34
+18
771
$7K ﹤0.01%
+36
772
$7K ﹤0.01%
513
+427
773
$6K ﹤0.01%
+224
774
$6K ﹤0.01%
418
+383
775
$6K ﹤0.01%
267
+25
29 30
31
32 33