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
2826
$1.97K ﹤0.01%
628
+457
2827
$1.97K ﹤0.01%
14
2828
$1.97K ﹤0.01%
77
2829
$1.95K ﹤0.01%
79
-118
2830
$1.95K ﹤0.01%
125
2831
$1.95K ﹤0.01%
618
-290
2832
$1.95K ﹤0.01%
8
2833
$1.93K ﹤0.01%
162
2834
$1.93K ﹤0.01%
104
+1
2835
$1.92K ﹤0.01%
100
-1
2836
$1.92K ﹤0.01%
39
2837
$1.92K ﹤0.01%
175
-525
2838
$1.92K ﹤0.01%
+30
2839
$1.91K ﹤0.01%
40
2840
$1.91K ﹤0.01%
380
+300
2841
$1.91K ﹤0.01%
78
-33
2842
$1.89K ﹤0.01%
29
+1
2843
$1.88K ﹤0.01%
55
+25
2844
$1.87K ﹤0.01%
+140
2845
$1.87K ﹤0.01%
68
2846
$1.86K ﹤0.01%
+65
2847
$1.84K ﹤0.01%
1,174
2848
$1.83K ﹤0.01%
171
2849
$1.81K ﹤0.01%
+130
2850
$1.8K ﹤0.01%
44
112 113
114
115 116