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
2551
$5.23K ﹤0.01%
102
2552
$5.21K ﹤0.01%
769
+224
2553
$5.21K ﹤0.01%
100
2554
$5.2K ﹤0.01%
+372
2555
$5.2K ﹤0.01%
24
+9
2556
$5.15K ﹤0.01%
222
2557
$5.14K ﹤0.01%
124
+10
2558
$5.14K ﹤0.01%
113
-40
2559
$5.05K ﹤0.01%
160
+128
2560
$5.04K ﹤0.01%
+3,000
2561
$5.03K ﹤0.01%
107
+68
2562
$4.99K ﹤0.01%
911
-304
2563
$4.99K ﹤0.01%
+40
2564
$4.99K ﹤0.01%
250
2565
$4.96K ﹤0.01%
267
2566
$4.93K ﹤0.01%
124
-137
2567
$4.92K ﹤0.01%
426
+104
2568
$4.92K ﹤0.01%
83
+36
2569
$4.91K ﹤0.01%
126
2570
$4.9K ﹤0.01%
130
2571
$4.88K ﹤0.01%
227
+1
2572
$4.87K ﹤0.01%
55
+25
2573
$4.86K ﹤0.01%
+550
2574
$4.85K ﹤0.01%
85
2575
$4.84K ﹤0.01%
87
101 102
103
104 105