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
$5.24B
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,350
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$6.5M
3
+$6.09M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.62M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$5.48M

Top Sells

1
+$143M
2
+$19.1M
3
+$4.9M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.75M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.95M

Sector Composition

1 Technology 9.56%
2 Financials 4.2%
3 Consumer Discretionary 3.99%
4 Healthcare 3.26%
5 Industrials 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$6.17K ﹤0.01%
552
2502
$6.16K ﹤0.01%
2,201
+1,600
2503
$6.12K ﹤0.01%
457
2504
$6.1K ﹤0.01%
130
2505
$6.07K ﹤0.01%
+179
2506
$6.05K ﹤0.01%
163
+24
2507
$6.04K ﹤0.01%
86
+1
2508
$5.99K ﹤0.01%
3,745
+45
2509
$5.98K ﹤0.01%
357
-111
2510
$5.98K ﹤0.01%
393
2511
$5.96K ﹤0.01%
1,050
+867
2512
$5.92K ﹤0.01%
64
-3
2513
$5.92K ﹤0.01%
61
2514
$5.91K ﹤0.01%
244
+1
2515
$5.9K ﹤0.01%
+250
2516
$5.85K ﹤0.01%
541
-27
2517
$5.84K ﹤0.01%
222
2518
$5.82K ﹤0.01%
+625
2519
$5.82K ﹤0.01%
144
2520
$5.8K ﹤0.01%
176
2521
$5.79K ﹤0.01%
302
2522
$5.79K ﹤0.01%
+6,880
2523
$5.77K ﹤0.01%
2,635
+1,135
2524
$5.77K ﹤0.01%
728
+219
2525
$5.74K ﹤0.01%
698
-2,309
99 100
101
102 103