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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
1226
– –
-76
1227
– –
-9
1228
– –
-10
1229
– –
-10
1230
$0 ﹤0.01%
+14
1231
– –
-1,560
1232
$0 ﹤0.01%
+11
1233
– –
-8,185
1234
– –
-193
1235
$0 ﹤0.01%
1
1236
$0 ﹤0.01%
+10
1237
– –
-9
1238
– –
-43
1239
$0 ﹤0.01%
11
1240
– –
-445
1241
$0 ﹤0.01%
8
-373
1242
– –
-932
1243
– –
-47
1244
$0 ﹤0.01%
5
1245
$0 ﹤0.01%
10
1246
– –
-120
1247
– –
-149
1248
– –
-18
1249
$0 ﹤0.01%
+6
1250
$0 ﹤0.01%
17
48 49
50
51 52