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
2776
$2.44K ﹤0.01%
100
-45
2777
$2.44K ﹤0.01%
26
2778
$2.43K ﹤0.01%
53
-12
2779
$2.43K ﹤0.01%
46
2780
$2.42K ﹤0.01%
213
2781
$2.42K ﹤0.01%
2,500
2782
$2.4K ﹤0.01%
+100
2783
$2.38K ﹤0.01%
70
2784
$2.37K ﹤0.01%
58
2785
$2.36K ﹤0.01%
50
2786
$2.35K ﹤0.01%
349
2787
$2.35K ﹤0.01%
+23
2788
$2.35K ﹤0.01%
91
-4
2789
$2.35K ﹤0.01%
16
+11
2790
$2.34K ﹤0.01%
+258
2791
$2.32K ﹤0.01%
+75
2792
$2.3K ﹤0.01%
182
2793
$2.3K ﹤0.01%
58
2794
$2.3K ﹤0.01%
300
2795
$2.3K ﹤0.01%
+46
2796
$2.28K ﹤0.01%
53
-743
2797
$2.28K ﹤0.01%
254
+162
2798
$2.27K ﹤0.01%
38
2799
$2.26K ﹤0.01%
43
+9
2800
$2.25K ﹤0.01%
204
+178
110 111
112
113 114