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
2576
$4.83K ﹤0.01%
15
2577
$4.83K ﹤0.01%
380
-117
2578
$4.82K ﹤0.01%
+300
2579
$4.76K ﹤0.01%
160
+86
2580
$4.74K ﹤0.01%
145
2581
$4.73K ﹤0.01%
1,000
2582
$4.73K ﹤0.01%
122
-16
2583
$4.69K ﹤0.01%
+741
2584
$4.68K ﹤0.01%
+602
2585
$4.68K ﹤0.01%
+1,000
2586
$4.66K ﹤0.01%
205
-6,706
2587
$4.66K ﹤0.01%
163
2588
$4.65K ﹤0.01%
+351
2589
$4.65K ﹤0.01%
173
2590
$4.63K ﹤0.01%
206
+93
2591
$4.63K ﹤0.01%
388
+105
2592
$4.61K ﹤0.01%
+1,880
2593
$4.6K ﹤0.01%
+161
2594
$4.59K ﹤0.01%
215
-21
2595
$4.59K ﹤0.01%
248
2596
$4.57K ﹤0.01%
132
+2
2597
$4.56K ﹤0.01%
163
2598
$4.55K ﹤0.01%
311
-133
2599
$4.54K ﹤0.01%
204
+78
2600
$4.52K ﹤0.01%
133
+8
102 103
104
105 106