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
951
$3K ﹤0.01%
55
952
$3K ﹤0.01%
+85
953
$3K ﹤0.01%
65
-835
954
$3K ﹤0.01%
+123
955
$3K ﹤0.01%
+148
956
$3K ﹤0.01%
15
+8
957
$3K ﹤0.01%
+31
958
$3K ﹤0.01%
61
+26
959
$3K ﹤0.01%
+104
960
$3K ﹤0.01%
78
+6
961
$3K ﹤0.01%
+42
962
$3K ﹤0.01%
64
+23
963
$3K ﹤0.01%
+17
964
$3K ﹤0.01%
+65
965
$3K ﹤0.01%
+62
966
$3K ﹤0.01%
+94
967
$3K ﹤0.01%
84
968
$3K ﹤0.01%
+51
969
$3K ﹤0.01%
+89
970
$3K ﹤0.01%
58
+25
971
$3K ﹤0.01%
70
972
$3K ﹤0.01%
62
973
$3K ﹤0.01%
+43
974
$3K ﹤0.01%
3
+1
975
$3K ﹤0.01%
67
+48
37 38
39
40 41