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
2801
$2.24K ﹤0.01%
42
2802
$2.23K ﹤0.01%
42
-2,500
2803
$2.22K ﹤0.01%
40
2804
$2.22K ﹤0.01%
47
+1
2805
$2.21K ﹤0.01%
58
+8
2806
$2.19K ﹤0.01%
28
2807
$2.18K ﹤0.01%
53
2808
$2.18K ﹤0.01%
52
2809
$2.17K ﹤0.01%
177
-213
2810
$2.16K ﹤0.01%
214
-612
2811
$2.15K ﹤0.01%
394
-6
2812
$2.13K ﹤0.01%
1,872
-268
2813
$2.12K ﹤0.01%
324
+239
2814
$2.1K ﹤0.01%
307
2815
$2.09K ﹤0.01%
71
2816
$2.09K ﹤0.01%
105
2817
$2.08K ﹤0.01%
9
+8
2818
$2.03K ﹤0.01%
+39
2819
$2.03K ﹤0.01%
93
-1,213
2820
$2.02K ﹤0.01%
50
-54
2821
$2.02K ﹤0.01%
+50
2822
$2.02K ﹤0.01%
27
2823
$2.01K ﹤0.01%
10
+2
2824
$1.99K ﹤0.01%
329
+326
2825
$1.98K ﹤0.01%
134
-1,500
111 112
113
114 115