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
2626
$4.03K ﹤0.01%
75
-350
2627
$3.99K ﹤0.01%
85
-153
2628
$3.96K ﹤0.01%
+32
2629
$3.96K ﹤0.01%
14
+1
2630
$3.95K ﹤0.01%
242
2631
$3.95K ﹤0.01%
123
2632
$3.93K ﹤0.01%
228
2633
$3.93K ﹤0.01%
88
2634
$3.9K ﹤0.01%
146
-702
2635
$3.88K ﹤0.01%
525
-1,242
2636
$3.88K ﹤0.01%
114
2637
$3.83K ﹤0.01%
61
+39
2638
$3.82K ﹤0.01%
131
2639
$3.82K ﹤0.01%
33
2640
$3.81K ﹤0.01%
1,663
+537
2641
$3.8K ﹤0.01%
72
2642
$3.79K ﹤0.01%
602
2643
$3.79K ﹤0.01%
653
+379
2644
$3.77K ﹤0.01%
297
2645
$3.75K ﹤0.01%
61
2646
$3.74K ﹤0.01%
323
-27
2647
$3.73K ﹤0.01%
1,145
2648
$3.71K ﹤0.01%
75
2649
$3.69K ﹤0.01%
35
2650
$3.69K ﹤0.01%
511
+65
104 105
106
107 108