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
251
$1.33M 0.03%
316
-30
252
$1.33M 0.03%
21,034
+4,566
253
$1.33M 0.03%
21,680
+1,517
254
$1.33M 0.03%
107,743
+90,010
255
$1.32M 0.03%
3,118
+1
256
$1.32M 0.03%
22,862
-458
257
$1.31M 0.03%
32,055
-1,705
258
$1.31M 0.02%
7,068
+155
259
$1.3M 0.02%
22,742
+275
260
$1.3M 0.02%
123,067
+6,612
261
$1.3M 0.02%
11,104
-340
262
$1.29M 0.02%
7,549
+92
263
$1.29M 0.02%
2,864
-2
264
$1.28M 0.02%
3,155
+133
265
$1.28M 0.02%
10,586
-259
266
$1.28M 0.02%
10,163
+28
267
$1.27M 0.02%
12,569
+2,419
268
$1.27M 0.02%
9,655
-801
269
$1.26M 0.02%
12,146
-146
270
$1.26M 0.02%
23,486
+802
271
$1.25M 0.02%
9,747
+497
272
$1.25M 0.02%
6,865
+788
273
$1.24M 0.02%
27,203
+1,716
274
$1.23M 0.02%
4,840
+222
275
$1.23M 0.02%
1,524
-20
9 10
11
12 13