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
826
$5K ﹤0.01%
114
+92
827
$5K ﹤0.01%
331
+149
828
$5K ﹤0.01%
79
-86
829
$5K ﹤0.01%
+67
830
$5K ﹤0.01%
86
+74
831
$5K ﹤0.01%
90
+81
832
$5K ﹤0.01%
+62
833
$5K ﹤0.01%
440
+215
834
$5K ﹤0.01%
68
+39
835
$5K ﹤0.01%
70
+54
836
$5K ﹤0.01%
108
+44
837
$5K ﹤0.01%
+18
838
$5K ﹤0.01%
+496
839
$5K ﹤0.01%
347
840
$5K ﹤0.01%
+59
841
$5K ﹤0.01%
+88
842
$5K ﹤0.01%
+1,062
843
$5K ﹤0.01%
+120
844
$5K ﹤0.01%
91
-118
845
$5K ﹤0.01%
34
-2,002
846
$5K ﹤0.01%
+43
847
$5K ﹤0.01%
100
848
$5K ﹤0.01%
125
849
$5K ﹤0.01%
126
850
$5K ﹤0.01%
340
-192
32 33
34
35 36