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
3051
$666 ﹤0.01%
36
3052
$657 ﹤0.01%
+60
3053
$652 ﹤0.01%
140
-278
3054
$641 ﹤0.01%
17
3055
$627 ﹤0.01%
+17
3056
$626 ﹤0.01%
+113
3057
$612 ﹤0.01%
+40
3058
$611 ﹤0.01%
12
-117
3059
$609 ﹤0.01%
133
+114
3060
$608 ﹤0.01%
32
-842
3061
$608 ﹤0.01%
+400
3062
$608 ﹤0.01%
+14
3063
$594 ﹤0.01%
+5
3064
$593 ﹤0.01%
+6
3065
$588 ﹤0.01%
+32
3066
$578 ﹤0.01%
+162
3067
$577 ﹤0.01%
284
-3,923
3068
$575 ﹤0.01%
21
+1
3069
$574 ﹤0.01%
60
-200
3070
$574 ﹤0.01%
6
3071
$572 ﹤0.01%
25
3072
$572 ﹤0.01%
11
3073
$564 ﹤0.01%
4
3074
$563 ﹤0.01%
13
3075
$553 ﹤0.01%
65
121 122
123
124 125