S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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 4.16%
4 Healthcare 2.57%
5 Technology 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$1K ﹤0.01%
165
1127
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7
1128
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21
-318
1129
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1130
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1131
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1132
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+42
1133
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158
1134
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67
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1135
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+29
1136
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71
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1137
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1138
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1139
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1140
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1141
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1142
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+7
1145
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1146
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+18
1147
$1K ﹤0.01%
14
1148
$1K ﹤0.01%
+17
1149
$1K ﹤0.01%
+42
1150
$1K ﹤0.01%
14