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
1201
$1K ﹤0.01%
7
+2
1202
$1K ﹤0.01%
+10
1203
$1K ﹤0.01%
25
-163
1204
$1K ﹤0.01%
+22
1205
$1K ﹤0.01%
+7
1206
$1K ﹤0.01%
+24
1207
$1K ﹤0.01%
+98
1208
$1K ﹤0.01%
36
1209
$1K ﹤0.01%
13
1210
$1K ﹤0.01%
+33
1211
$1K ﹤0.01%
+85
1212
$1K ﹤0.01%
34
-714
1213
$1K ﹤0.01%
24
1214
$1K ﹤0.01%
17
1215
$1K ﹤0.01%
+22
1216
$1K ﹤0.01%
13
+5
1217
$1K ﹤0.01%
+10
1218
$1K ﹤0.01%
25
1219
$1K ﹤0.01%
13
1220
$1K ﹤0.01%
+26
1221
$1K ﹤0.01%
+13
1222
$0 ﹤0.01%
7
1223
$0 ﹤0.01%
23
-26
1224
– –
-55
1225
$0 ﹤0.01%
+11
47 48
49
50 51