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
1051
$2K ﹤0.01%
51
+25
1052
$2K ﹤0.01%
+66
1053
$2K ﹤0.01%
+47
1054
$2K ﹤0.01%
+38
1055
$2K ﹤0.01%
139
1056
$2K ﹤0.01%
+19
1057
$2K ﹤0.01%
27
+17
1058
$2K ﹤0.01%
+26
1059
$2K ﹤0.01%
+27
1060
$2K ﹤0.01%
+13
1061
$2K ﹤0.01%
+21
1062
$2K ﹤0.01%
152
+120
1063
$2K ﹤0.01%
+29
1064
$2K ﹤0.01%
+98
1065
$2K ﹤0.01%
86
+24
1066
$2K ﹤0.01%
+80
1067
$2K ﹤0.01%
+39
1068
$2K ﹤0.01%
+50
1069
$2K ﹤0.01%
28
-24
1070
$2K ﹤0.01%
+38
1071
$2K ﹤0.01%
+104
1072
$2K ﹤0.01%
88
1073
$2K ﹤0.01%
+100
1074
$2K ﹤0.01%
57
-33
1075
$2K ﹤0.01%
57
-8
41 42
43
44 45