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
1151
$1K ﹤0.01%
10
-68
1152
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+21
1153
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7
1154
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+58
1155
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34
1156
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+11
1157
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10
1158
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+22
1159
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1160
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12
+7
1161
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1162
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1165
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+36
1166
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1167
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+22
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+138
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1170
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36
+16
1171
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177
+62
1172
$1K ﹤0.01%
6
1173
$1K ﹤0.01%
+21
1174
$1K ﹤0.01%
22
-278
1175
$1K ﹤0.01%
+31