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
901
$4K ﹤0.01%
+85
902
$4K ﹤0.01%
+87
903
$4K ﹤0.01%
40
904
$4K ﹤0.01%
92
+82
905
$4K ﹤0.01%
313
906
$4K ﹤0.01%
100
907
$4K ﹤0.01%
270
908
$4K ﹤0.01%
+94
909
$4K ﹤0.01%
66
+61
910
$4K ﹤0.01%
+8
911
$4K ﹤0.01%
+41
912
$4K ﹤0.01%
67
913
$4K ﹤0.01%
+116
914
$4K ﹤0.01%
+186
915
$4K ﹤0.01%
1,034
+890
916
$4K ﹤0.01%
135
+57
917
$4K ﹤0.01%
67
-19
918
$4K ﹤0.01%
65
+62
919
$4K ﹤0.01%
168
920
$4K ﹤0.01%
71
+36
921
$3K ﹤0.01%
616
+391
922
$3K ﹤0.01%
+90
923
$3K ﹤0.01%
+118
924
$3K ﹤0.01%
+61
925
$3K ﹤0.01%
+30
35 36
37
38 39