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
976
$3K ﹤0.01%
26
+16
977
$3K ﹤0.01%
123
+94
978
$3K ﹤0.01%
+36
979
$3K ﹤0.01%
+282
980
$3K ﹤0.01%
+70
981
$3K ﹤0.01%
78
982
$3K ﹤0.01%
73
983
$3K ﹤0.01%
486
+4
984
$3K ﹤0.01%
+200
985
$3K ﹤0.01%
+49
986
$3K ﹤0.01%
+195
987
$3K ﹤0.01%
+86
988
$3K ﹤0.01%
120
+10
989
$3K ﹤0.01%
25
-7
990
$3K ﹤0.01%
+37
991
$3K ﹤0.01%
226
+203
992
$2K ﹤0.01%
+10
993
$2K ﹤0.01%
+153
994
$2K ﹤0.01%
+234
995
$2K ﹤0.01%
+23
996
$2K ﹤0.01%
+41
997
$2K ﹤0.01%
+34
998
$2K ﹤0.01%
70
-201
999
$2K ﹤0.01%
+36
1000
$2K ﹤0.01%
166