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
1176
$1K ﹤0.01%
+13
1177
$1K ﹤0.01%
18
-125
1178
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1179
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+11
1180
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1181
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1182
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43
1183
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1184
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1185
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+9
1186
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400
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6
1190
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5
1191
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6
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1195
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+37
1196
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71
+19
1197
$1K ﹤0.01%
+36
1198
$1K ﹤0.01%
+29
1199
$1K ﹤0.01%
22
1200
$1K ﹤0.01%
+12