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
1076
$2K ﹤0.01%
+188
1077
$2K ﹤0.01%
+1,006
1078
$2K ﹤0.01%
15
1079
$2K ﹤0.01%
+124
1080
$2K ﹤0.01%
+77
1081
$2K ﹤0.01%
+39
1082
$2K ﹤0.01%
+81
1083
$2K ﹤0.01%
+44
1084
$2K ﹤0.01%
35
+31
1085
$2K ﹤0.01%
+34
1086
$2K ﹤0.01%
+17
1087
$2K ﹤0.01%
+110
1088
$2K ﹤0.01%
88
+65
1089
$2K ﹤0.01%
+39
1090
$2K ﹤0.01%
+165
1091
$2K ﹤0.01%
+141
1092
$2K ﹤0.01%
+42
1093
$1K ﹤0.01%
+7
1094
$1K ﹤0.01%
+54
1095
$1K ﹤0.01%
+18
1096
$1K ﹤0.01%
14
1097
$1K ﹤0.01%
+17
1098
$1K ﹤0.01%
+42
1099
$1K ﹤0.01%
14
1100
$1K ﹤0.01%
+28
42 43
44
45 46