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
301
$1.12M 0.02%
8,973
-68
302
$1.11M 0.02%
1,992
-17
303
$1.11M 0.02%
6,051
+139
304
$1.11M 0.02%
22,264
+2,362
305
$1.1M 0.02%
6,209
+200
306
$1.1M 0.02%
566
+18
307
$1.09M 0.02%
17,386
-3,305
308
$1.09M 0.02%
9,961
-464
309
$1.09M 0.02%
+27,949
310
$1.09M 0.02%
13,946
+761
311
$1.08M 0.02%
18,200
+458
312
$1.08M 0.02%
7,150
+228
313
$1.08M 0.02%
27,313
314
$1.07M 0.02%
3,803
-22
315
$1.06M 0.02%
3,285
+56
316
$1.06M 0.02%
4,797
-11
317
$1.06M 0.02%
8,104
+1,149
318
$1.04M 0.02%
28,267
+1,737
319
$1.04M 0.02%
33,154
-940
320
$1.04M 0.02%
6,997
-99
321
$1.03M 0.02%
12,538
+251
322
$1.03M 0.02%
14,386
+157
323
$1.03M 0.02%
26,010
-8,024
324
$1.03M 0.02%
4,211
+72
325
$1.03M 0.02%
20,351
-3,929
11 12
13
14 15