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
2901
$1.48K ﹤0.01%
422
-53
2902
$1.48K ﹤0.01%
38
+19
2903
$1.47K ﹤0.01%
1,500
2904
$1.47K ﹤0.01%
750
2905
$1.47K ﹤0.01%
41
-69
2906
$1.46K ﹤0.01%
25
+14
2907
$1.45K ﹤0.01%
53
+1
2908
$1.43K ﹤0.01%
45
2909
$1.43K ﹤0.01%
547
2910
$1.42K ﹤0.01%
150
2911
$1.42K ﹤0.01%
180
2912
$1.41K ﹤0.01%
246
-88
2913
$1.4K ﹤0.01%
+110
2914
$1.4K ﹤0.01%
41
2915
$1.4K ﹤0.01%
+24
2916
$1.39K ﹤0.01%
53
2917
$1.39K ﹤0.01%
+124
2918
$1.39K ﹤0.01%
53
2919
$1.39K ﹤0.01%
+54
2920
$1.38K ﹤0.01%
14
2921
$1.37K ﹤0.01%
63
2922
$1.37K ﹤0.01%
+41
2923
$1.37K ﹤0.01%
292
-218
2924
$1.36K ﹤0.01%
+48
2925
$1.34K ﹤0.01%
14
115 116
117
118 119