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
951
$3K ﹤0.01%
48
-145
952
$3K ﹤0.01%
97
953
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55
954
$3K ﹤0.01%
+85
955
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65
-835
956
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+123
957
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+148
958
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15
+8
959
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+31
960
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61
+26
961
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+104
962
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78
+6
963
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+42
964
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64
+23
965
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+17
966
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+65
967
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+62
968
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+94
969
$3K ﹤0.01%
84
970
$3K ﹤0.01%
+51
971
$3K ﹤0.01%
+89
972
$3K ﹤0.01%
58
+25
973
$3K ﹤0.01%
+43
974
$3K ﹤0.01%
3
+1
975
$3K ﹤0.01%
67
+48