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
2976
$1.08K ﹤0.01%
65
2977
$1.08K ﹤0.01%
+132
2978
$1.06K ﹤0.01%
+61
2979
$1.06K ﹤0.01%
+25
2980
$1.05K ﹤0.01%
+25
2981
$1.04K ﹤0.01%
639
2982
$1.03K ﹤0.01%
87
2983
$1.03K ﹤0.01%
27
2984
$1.02K ﹤0.01%
19
2985
$1.02K ﹤0.01%
+208
2986
$1.02K ﹤0.01%
17
2987
$1.01K ﹤0.01%
43
2988
$1.01K ﹤0.01%
1,003
2989
$1.01K ﹤0.01%
276
+145
2990
$1.01K ﹤0.01%
+63
2991
$999 ﹤0.01%
20
2992
$992 ﹤0.01%
11
2993
$967 ﹤0.01%
+12
2994
$966 ﹤0.01%
26
-1
2995
$961 ﹤0.01%
30
2996
$955 ﹤0.01%
23
+2
2997
$943 ﹤0.01%
60
-1,201
2998
$941 ﹤0.01%
136
2999
$939 ﹤0.01%
+165
3000
$939 ﹤0.01%
15
118 119
120
121 122