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
926
$3K ﹤0.01%
86
-199
927
$3K ﹤0.01%
+61
928
$3K ﹤0.01%
106
929
$3K ﹤0.01%
70
-430
930
$3K ﹤0.01%
50
+33
931
$3K ﹤0.01%
+824
932
$3K ﹤0.01%
180
933
$3K ﹤0.01%
80
934
$3K ﹤0.01%
105
+72
935
$3K ﹤0.01%
54
-1
936
$3K ﹤0.01%
+25
937
$3K ﹤0.01%
+120
938
$3K ﹤0.01%
109
939
$3K ﹤0.01%
86
+54
940
$3K ﹤0.01%
101
+91
941
$3K ﹤0.01%
93
-534
942
$3K ﹤0.01%
137
-83
943
$3K ﹤0.01%
100
944
$3K ﹤0.01%
+76
945
$3K ﹤0.01%
227
946
$3K ﹤0.01%
+190
947
$3K ﹤0.01%
37
-48
948
$3K ﹤0.01%
39
949
$3K ﹤0.01%
48
-145
950
$3K ﹤0.01%
97
36 37
38
39 40