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
2601
$4.48K ﹤0.01%
262
-2
2602
$4.42K ﹤0.01%
227
-16
2603
$4.41K ﹤0.01%
76
2604
$4.39K ﹤0.01%
+164
2605
$4.39K ﹤0.01%
100
2606
$4.38K ﹤0.01%
486
-1,581
2607
$4.38K ﹤0.01%
585
-2,539
2608
$4.38K ﹤0.01%
144
+84
2609
$4.38K ﹤0.01%
24
2610
$4.35K ﹤0.01%
194
+32
2611
$4.34K ﹤0.01%
400
2612
$4.32K ﹤0.01%
846
-125
2613
$4.29K ﹤0.01%
134
2614
$4.29K ﹤0.01%
427
+9
2615
$4.25K ﹤0.01%
366
-11
2616
$4.25K ﹤0.01%
28
2617
$4.25K ﹤0.01%
1,735
2618
$4.21K ﹤0.01%
65
+10
2619
$4.2K ﹤0.01%
99
+51
2620
$4.12K ﹤0.01%
176
+41
2621
$4.11K ﹤0.01%
297
2622
$4.09K ﹤0.01%
227
-80
2623
$4.07K ﹤0.01%
111
+91
2624
$4.06K ﹤0.01%
86
-119
2625
$4.05K ﹤0.01%
+1,000
103 104
105
106 107