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
276
$1.23M 0.02%
4,392
+32
277
$1.23M 0.02%
8,287
+152
278
$1.23M 0.02%
4,800
-39
279
$1.23M 0.02%
18,402
+2,719
280
$1.23M 0.02%
1,180
-51
281
$1.22M 0.02%
9,079
-188
282
$1.22M 0.02%
15,672
+476
283
$1.21M 0.02%
112,083
+2,411
284
$1.21M 0.02%
12,044
+157
285
$1.2M 0.02%
1,357
+77
286
$1.2M 0.02%
381
+1
287
$1.2M 0.02%
13,332
+551
288
$1.19M 0.02%
26,094
+3,277
289
$1.18M 0.02%
3,947
+265
290
$1.17M 0.02%
13,111
+58
291
$1.17M 0.02%
8,729
-383
292
$1.17M 0.02%
5,296
+81
293
$1.16M 0.02%
8,511
-877
294
$1.16M 0.02%
2,471
-55
295
$1.16M 0.02%
19,425
-191
296
$1.16M 0.02%
11,917
+25
297
$1.16M 0.02%
13,103
+970
298
$1.15M 0.02%
47,889
+1,944
299
$1.14M 0.02%
4,750
-175
300
$1.13M 0.02%
19,022
-684
10 11
12
13 14