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
1276
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1277
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-37
1278
$0 ﹤0.01%
7
1279
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1
1280
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-500
1281
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-42
1282
$0 ﹤0.01%
7
1283
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1284
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-9
1285
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-10
1286
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-27
1288
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-740
1289
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$0 ﹤0.01%
+14
1291
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1292
$0 ﹤0.01%
+11
1293
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-8,185
1294
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1295
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1296
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-5,000
1297
– –
-28,497
1298
$0 ﹤0.01%
12
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1299
$0 ﹤0.01%
+17
1300
– –
-9
50 51
52
53 54