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
2726
$2.79K ﹤0.01%
+14
2727
$2.79K ﹤0.01%
59
2728
$2.79K ﹤0.01%
679
2729
$2.79K ﹤0.01%
+324
2730
$2.79K ﹤0.01%
33
2731
$2.77K ﹤0.01%
+373
2732
$2.76K ﹤0.01%
149
-43
2733
$2.76K ﹤0.01%
+200
2734
$2.76K ﹤0.01%
+46
2735
$2.75K ﹤0.01%
39
2736
$2.72K ﹤0.01%
25
2737
$2.72K ﹤0.01%
+82
2738
$2.71K ﹤0.01%
300
2739
$2.7K ﹤0.01%
89
2740
$2.69K ﹤0.01%
323
+224
2741
$2.68K ﹤0.01%
+289
2742
$2.67K ﹤0.01%
+132
2743
$2.67K ﹤0.01%
61
2744
$2.66K ﹤0.01%
27
-7
2745
$2.66K ﹤0.01%
161
-30
2746
$2.66K ﹤0.01%
205
+151
2747
$2.65K ﹤0.01%
+190
2748
$2.64K ﹤0.01%
102
2749
$2.63K ﹤0.01%
100
2750
$2.61K ﹤0.01%
239
-92
108 109
110
111 112