S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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 4.15%
4 Healthcare 2.57%
5 Technology 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
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1427
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-1,563
1428
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1429
$0 ﹤0.01%
7
1430
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-1,256
1431
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-82
1432
$0 ﹤0.01%
6
1433
$0 ﹤0.01%
4
1434
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-5
1435
– –
-16
1436
$0 ﹤0.01%
25
1437
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-360
1438
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-845
1439
– –
0
1440
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-63
1441
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-1,920
1442
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-249
1443
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-10,740
1444
– –
-19
1445
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-1,561
1446
$0 ﹤0.01%
+20
1447
– –
-82
1448
– –
-41
1449
– –
-227
1450
– –
-12
55 56 57
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