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
1026
$2K ﹤0.01%
+41
1027
$2K ﹤0.01%
+97
1028
$2K ﹤0.01%
+180
1029
$2K ﹤0.01%
+34
1030
$2K ﹤0.01%
78
-80
1031
$2K ﹤0.01%
54
-1,056
1032
$2K ﹤0.01%
+43
1033
$2K ﹤0.01%
123
-26
1034
$2K ﹤0.01%
16
+15
1035
$2K ﹤0.01%
+28
1036
$2K ﹤0.01%
162
+139
1037
$2K ﹤0.01%
37
+23
1038
$2K ﹤0.01%
57
-724
1039
$2K ﹤0.01%
+53
1040
$2K ﹤0.01%
+16
1041
$2K ﹤0.01%
105
+84
1042
$2K ﹤0.01%
+61
1043
$2K ﹤0.01%
+94
1044
$2K ﹤0.01%
+22
1045
$2K ﹤0.01%
88
1046
$2K ﹤0.01%
+37
1047
$2K ﹤0.01%
+62
1048
$2K ﹤0.01%
+28
1049
$2K ﹤0.01%
+61
1050
$2K ﹤0.01%
34
+30