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
1351
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1352
-750
1353
-1,645
1354
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1355
-10,225
1356
-107
1357
$0 ﹤0.01%
3
1358
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1359
-2,457
1360
$0 ﹤0.01%
10
1361
-15
1362
-476
1363
-487
1364
-722
1365
-1,588
1366
-180
1367
$0 ﹤0.01%
+12
1368
-17
1369
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1370
-122
1371
-2,283
1372
$0 ﹤0.01%
10
1373
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1374
-391
1375
-87