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
1001
$2K ﹤0.01%
154
+118
1002
$2K ﹤0.01%
20
1003
$2K ﹤0.01%
+20
1004
$2K ﹤0.01%
+31
1005
$2K ﹤0.01%
+10
1006
$2K ﹤0.01%
46
1007
$2K ﹤0.01%
+9
1008
$2K ﹤0.01%
85
1009
$2K ﹤0.01%
+86
1010
$2K ﹤0.01%
21
-56
1011
$2K ﹤0.01%
67
+49
1012
$2K ﹤0.01%
+41
1013
$2K ﹤0.01%
+242
1014
$2K ﹤0.01%
+180
1015
$2K ﹤0.01%
+134
1016
$2K ﹤0.01%
+57
1017
$2K ﹤0.01%
+43
1018
$2K ﹤0.01%
+97
1019
$2K ﹤0.01%
+180
1020
$2K ﹤0.01%
+79
1021
$2K ﹤0.01%
98
+49
1022
$2K ﹤0.01%
+96
1023
$2K ﹤0.01%
+4
1024
$2K ﹤0.01%
45
1025
$2K ﹤0.01%
+33
39 40
41
42 43