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
2751
$2.6K ﹤0.01%
23
2752
$2.6K ﹤0.01%
+10
2753
$2.6K ﹤0.01%
+110
2754
$2.6K ﹤0.01%
462
+303
2755
$2.59K ﹤0.01%
573
+345
2756
$2.59K ﹤0.01%
165
-215
2757
$2.59K ﹤0.01%
31
-6
2758
$2.57K ﹤0.01%
112
-38
2759
$2.57K ﹤0.01%
91
-187
2760
$2.55K ﹤0.01%
217
+88
2761
$2.55K ﹤0.01%
62
-22
2762
$2.55K ﹤0.01%
773
-3,649
2763
$2.55K ﹤0.01%
225
-209
2764
$2.54K ﹤0.01%
53
2765
$2.54K ﹤0.01%
38
2766
$2.54K ﹤0.01%
+375
2767
$2.54K ﹤0.01%
226
2768
$2.54K ﹤0.01%
326
2769
$2.52K ﹤0.01%
+142
2770
$2.52K ﹤0.01%
236
2771
$2.51K ﹤0.01%
24
2772
$2.51K ﹤0.01%
70
-22
2773
$2.49K ﹤0.01%
+75
2774
$2.48K ﹤0.01%
88
2775
$2.46K ﹤0.01%
+33
109 110
111
112 113