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
1251
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-44
1252
$0 ﹤0.01%
+19
1253
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1254
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1255
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-10
1256
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-620
1257
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-264
1258
$0 ﹤0.01%
2
-175
1259
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-84
1260
$0 ﹤0.01%
+8
1261
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1262
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1263
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-384
1264
– –
-2,002
1265
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-746
1266
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1267
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1268
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-8
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$0 ﹤0.01%
+5
1272
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-276
1273
$0 ﹤0.01%
+6
1274
$0 ﹤0.01%
2
1275
– –
-2,000
49 50
51
52 53