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
1226
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-31
1227
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-619
1228
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1229
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-229
1230
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-1,920
1231
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1232
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-10,740
1233
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-19
1234
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-1,561
1235
$0 ﹤0.01%
+20
1236
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1237
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-41
1238
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-227
1239
– –
-12
1240
$0 ﹤0.01%
+48
1241
– –
-697
1242
$0 ﹤0.01%
14
-129
1243
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1244
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-1,565
1245
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1246
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-72
1247
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-65
1248
$0 ﹤0.01%
27
-125
1249
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-50
1250
– –
-252
48 49
50
51 52