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
2701
$3.07K ﹤0.01%
+75
2702
$3.07K ﹤0.01%
+30
2703
$3.06K ﹤0.01%
36
-25
2704
$3.04K ﹤0.01%
32
2705
$3.02K ﹤0.01%
200
2706
$3K ﹤0.01%
+150
2707
$3K ﹤0.01%
57
-106
2708
$2.98K ﹤0.01%
250
-229
2709
$2.98K ﹤0.01%
350
2710
$2.98K ﹤0.01%
198
2711
$2.98K ﹤0.01%
115
-94
2712
$2.96K ﹤0.01%
439
+366
2713
$2.96K ﹤0.01%
40
2714
$2.96K ﹤0.01%
61
2715
$2.95K ﹤0.01%
709
+466
2716
$2.94K ﹤0.01%
25
2717
$2.94K ﹤0.01%
27
-22
2718
$2.93K ﹤0.01%
95
+22
2719
$2.92K ﹤0.01%
45
2720
$2.91K ﹤0.01%
186
2721
$2.85K ﹤0.01%
97
2722
$2.83K ﹤0.01%
65
-168
2723
$2.83K ﹤0.01%
175
2724
$2.82K ﹤0.01%
911
+431
2725
$2.82K ﹤0.01%
275
+39
107 108
109
110 111