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
1101
$1K ﹤0.01%
+42
1102
$1K ﹤0.01%
158
1103
$1K ﹤0.01%
10
-68
1104
$1K ﹤0.01%
+21
1105
$1K ﹤0.01%
7
1106
$1K ﹤0.01%
+58
1107
$1K ﹤0.01%
34
1108
$1K ﹤0.01%
+11
1109
$1K ﹤0.01%
10
1110
$1K ﹤0.01%
+22
1111
$1K ﹤0.01%
+12
1112
$1K ﹤0.01%
12
+7
1113
$1K ﹤0.01%
16
1114
$1K ﹤0.01%
+23
1115
$1K ﹤0.01%
+11
1116
$1K ﹤0.01%
9
1117
$1K ﹤0.01%
+16
1118
$1K ﹤0.01%
+36
1119
$1K ﹤0.01%
+56
1120
$1K ﹤0.01%
+22
1121
$1K ﹤0.01%
+138
1122
$1K ﹤0.01%
+38
1123
$1K ﹤0.01%
36
+16
1124
$1K ﹤0.01%
177
+62
1125
$1K ﹤0.01%
6
43 44
45
46 47