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
2951
$1.2K ﹤0.01%
130
-39
2952
$1.2K ﹤0.01%
73
-2,498
2953
$1.19K ﹤0.01%
40
2954
$1.19K ﹤0.01%
38
2955
$1.19K ﹤0.01%
35
-32
2956
$1.17K ﹤0.01%
53
+2
2957
$1.17K ﹤0.01%
23
+14
2958
$1.17K ﹤0.01%
+16
2959
$1.14K ﹤0.01%
18
+6
2960
$1.14K ﹤0.01%
+168
2961
$1.14K ﹤0.01%
+28
2962
$1.14K ﹤0.01%
22
2963
$1.14K ﹤0.01%
108
-121
2964
$1.14K ﹤0.01%
54
+34
2965
$1.13K ﹤0.01%
125
+124
2966
$1.13K ﹤0.01%
10
-26
2967
$1.12K ﹤0.01%
26
-6
2968
$1.12K ﹤0.01%
+84
2969
$1.12K ﹤0.01%
24
2970
$1.11K ﹤0.01%
31
2971
$1.11K ﹤0.01%
136
+64
2972
$1.11K ﹤0.01%
63
-164
2973
$1.1K ﹤0.01%
19
2974
$1.1K ﹤0.01%
237
2975
$1.09K ﹤0.01%
158
-599
117 118
119
120 121