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
851
$5K ﹤0.01%
250
852
$5K ﹤0.01%
126
853
$5K ﹤0.01%
340
-192
854
$5K ﹤0.01%
188
+88
855
$5K ﹤0.01%
+69
856
$5K ﹤0.01%
+4
857
$5K ﹤0.01%
+102
858
$5K ﹤0.01%
2,400
859
$5K ﹤0.01%
+162
860
$5K ﹤0.01%
+203
861
$5K ﹤0.01%
+209
862
$5K ﹤0.01%
+272
863
$5K ﹤0.01%
212
+128
864
$4K ﹤0.01%
78
+2
865
$4K ﹤0.01%
38
+32
866
$4K ﹤0.01%
+81
867
$4K ﹤0.01%
150
868
$4K ﹤0.01%
+61
869
$4K ﹤0.01%
210
870
$4K ﹤0.01%
1,007
+498
871
$4K ﹤0.01%
+94
872
$4K ﹤0.01%
46
+22
873
$4K ﹤0.01%
+66
874
$4K ﹤0.01%
58
+22
875
$4K ﹤0.01%
+68
33 34
35
36 37