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
1126
$1K ﹤0.01%
+21
1127
$1K ﹤0.01%
22
-278
1128
$1K ﹤0.01%
+31
1129
$1K ﹤0.01%
21
-1
1130
$1K ﹤0.01%
+60
1131
$1K ﹤0.01%
32
-7
1132
$1K ﹤0.01%
+14
1133
$1K ﹤0.01%
+15
1134
$1K ﹤0.01%
+14
1135
$1K ﹤0.01%
+30
1136
$1K ﹤0.01%
+6
1137
$1K ﹤0.01%
18
1138
$1K ﹤0.01%
+30
1139
$1K ﹤0.01%
+48
1140
$1K ﹤0.01%
18
1141
$1K ﹤0.01%
11
1142
$1K ﹤0.01%
66
1143
$1K ﹤0.01%
45
-13
1144
$1K ﹤0.01%
+50
1145
$1K ﹤0.01%
67
-98
1146
$1K ﹤0.01%
50
+17
1147
$1K ﹤0.01%
+13
1148
$1K ﹤0.01%
+1,880
1149
$1K ﹤0.01%
8
1150
$1K ﹤0.01%
+42
44 45
46
47 48