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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
1301
– –
-112
1302
– –
-27
1303
– –
-740
1304
– –
-18
1305
– –
-5,000
1306
– –
-28,497
1307
$0 ﹤0.01%
12
-554
1308
– –
-9
1309
$0 ﹤0.01%
+10
1310
– –
-19
1311
– –
-9
1312
$0 ﹤0.01%
17
1313
– –
-9
1314
– –
-44
1315
– –
-1,026
1316
– –
-69
1317
– –
-68
1318
– –
-63
1319
$0 ﹤0.01%
11
1320
– –
-28
1321
– –
-27
1322
– –
-5,836
1323
– –
-95
1324
– –
-229
1325
– –
-2,581
51 52
53
54 55