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S

SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$8.44M
2
+$6.34M
3
+$3.69M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.16M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.33M

Top Sells

1
+$3.76M
2
+$2.48M
3
+$2.38M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.24M
5
APC
Anadarko Petroleum
APC
+$1.19M

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
1202
$1K ﹤0.01%
21
-318
1203
$1K ﹤0.01%
8
1204
$1K ﹤0.01%
92
1205
$1K ﹤0.01%
+36
1206
$1K ﹤0.01%
+22
1207
$1K ﹤0.01%
51
1208
$1K ﹤0.01%
10
1209
$1K ﹤0.01%
+22
1210
$1K ﹤0.01%
+12
1211
$1K ﹤0.01%
12
+7
1212
$1K ﹤0.01%
16
1213
$1K ﹤0.01%
400
-319
1214
$1K ﹤0.01%
13
+5
1215
$1K ﹤0.01%
+10
1216
$1K ﹤0.01%
25
1217
$1K ﹤0.01%
13
1218
$1K ﹤0.01%
+26
1219
$1K ﹤0.01%
+13
1220
$1K ﹤0.01%
18
-125
1221
$1K ﹤0.01%
17
1222
– –
-620
1223
– –
-264
1224
$0 ﹤0.01%
2
-175
1225
$0 ﹤0.01%
7
47 48
49
50 51