SIGNATUREFD, LLC Information

600 PEACHTREE STREET, ATLANTA, Georgia, 30308, (404) 253-7600

Report Date: 12/31/2013

Position Statistics

Total Positions 869
New Positions 138
Increased Positions 295
Decreased Positions 173
Positions with Activity 468
Sold Out Positions 87
Total Mkt Value (in $ millions) 275

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.98%
Capital Goods 1.53%
Conglomerates 0.04%
Consumer Cyclical 0.31%
Consumer/Non-Cyclical 15.61%
Energy 3.47%
Financial 62.95%
Healthcare 2.17%
Services 4.08%
Technology 3.1%
Transportation 5.12%
Utilities 0.53%

869 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MICROSOFT CORP COM 530 117 28.22 13,243
DOW CHEM CO COM 523 4 .79 10,745
BP PLC SPONSORED ADR 523 -4 (0.79) 10,701
INTEL CORP COM 506 87 20.74 18,699
UNITED TECHNOLOGIES CORP COM 492 28 5.92 4,152
BRISTOL MYERS SQUIBB CO COM 455 32 7.47 9,192
VERIZON COMMUNICATIONS INC COM 436 -3 (0.74) 9,163
CVS CAREMARK CORPORATION COM 431 16 3.82 5,849
PRINCIPAL FINL GROUP INC COM 420 New 9,300
PHILIP MORRIS INTL INC COM 417 53 14.72 5,011
BANK OF AMERICA CORPORATION COM 389 -15 (3.65) 24,104
JPMORGAN CHASE & CO COM 387 101 35.33 7,010
WHITING PETE CORP NEW COM 359 112 45.46 4,800
ENERGY XXI BERMUDA LTD USD UNRS SHS 353 235 200 15,000
SCHWAB STRATEGIC TR US LRG CAP ETF 327 112 51.64 7,350
MUELLER WTR PRODS INC COM SER A 319 New 33,762
SHERWIN WILLIAMS CO COM 316 New 1,600
WAL-MART STORES INC COM 311 53 20.71 4,010
ALLERGAN INC COM 307 -25 (7.5) 2,295
ABIOMED INC COM 298 -246 (45.25) 12,100