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
776
$6K ﹤0.01%
88
+53
777
$6K ﹤0.01%
+253
778
$6K ﹤0.01%
+120
779
$6K ﹤0.01%
+564
780
$6K ﹤0.01%
400
+200
781
$6K ﹤0.01%
134
+15
782
$6K ﹤0.01%
49
783
$6K ﹤0.01%
+56
784
$6K ﹤0.01%
100
-52
785
$6K ﹤0.01%
82
786
$6K ﹤0.01%
165
-2,625
787
$6K ﹤0.01%
101
+23
788
$6K ﹤0.01%
188
789
$6K ﹤0.01%
100
+35
790
$6K ﹤0.01%
1,345
+1,032
791
$6K ﹤0.01%
+37
792
$6K ﹤0.01%
+199
793
$6K ﹤0.01%
48
+18
794
$6K ﹤0.01%
+183
795
$6K ﹤0.01%
864
796
$6K ﹤0.01%
115
+67
797
$6K ﹤0.01%
115
+26
798
$6K ﹤0.01%
85
799
$6K ﹤0.01%
1,510
800
$6K ﹤0.01%
220
-684