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SignatureFD Portfolio holdings

AUM $6.52B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$144M
2
+$6M
3
+$5.58M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$5.31M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.23M

Top Sells

1
+$137M
2
+$19M
3
+$4.86M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.65M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.84M

Sector Composition

1 Technology 9.56%
2 Financials 4.21%
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
3251
– –
-7
3252
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3253
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-20
3254
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-150
3255
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-3
3256
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-100
3257
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-167
3258
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-9,422
3259
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-7,047
3260
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-15
3261
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3262
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0
3263
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-20
3264
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-184
3265
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-9,900
3266
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-3,326
3267
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-4,061
3268
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3269
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-10
3270
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3272
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3273
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-3,004
3274
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-379
3275
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129 130
131
132 133