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
1426
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1427
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1428
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1429
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$0 ﹤0.01%
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1432
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+2
1433
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-80
1434
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-909
1435
– –
-2,602
1436
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1437
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-4
1438
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-2,666
1439
$0 ﹤0.01%
+10
1440
$0 ﹤0.01%
4
-61
1441
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1442
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-3
1443
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1445
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-1,563
1446
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-77
1447
$0 ﹤0.01%
7
1448
– –
-1,256
1449
– –
-82
1450
$0 ﹤0.01%
6
55 56 57
58
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