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
876
$4K ﹤0.01%
+129
877
$4K ﹤0.01%
+66
878
$4K ﹤0.01%
101
+70
879
$4K ﹤0.01%
+101
880
$4K ﹤0.01%
118
-66
881
$4K ﹤0.01%
+79
882
$4K ﹤0.01%
+208
883
$4K ﹤0.01%
42
884
$4K ﹤0.01%
+190
885
$4K ﹤0.01%
38
+32
886
$4K ﹤0.01%
+81
887
$4K ﹤0.01%
150
888
$4K ﹤0.01%
+61
889
$4K ﹤0.01%
210
890
$4K ﹤0.01%
+86
891
$4K ﹤0.01%
+94
892
$4K ﹤0.01%
+180
893
$4K ﹤0.01%
540
894
$4K ﹤0.01%
120
+100
895
$4K ﹤0.01%
200
896
$4K ﹤0.01%
+187
897
$4K ﹤0.01%
36
-47
898
$4K ﹤0.01%
84
-12
899
$4K ﹤0.01%
458
-242
900
$4K ﹤0.01%
+120
34 35
36
37 38