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
376
$845K 0.02%
11,718
+260
377
$844K 0.02%
16,107
-303
378
$842K 0.02%
4,440
+111
379
$841K 0.02%
3,053
+248
380
$839K 0.02%
10,446
-1,154
381
$829K 0.02%
10,531
382
$826K 0.02%
20,977
+169
383
$818K 0.02%
25,142
+1,008
384
$816K 0.02%
10,087
+274
385
$812K 0.02%
16,599
+2,719
386
$812K 0.02%
11,930
+206
387
$805K 0.02%
9,394
-288
388
$802K 0.02%
8,894
+313
389
$797K 0.02%
3,195
+218
390
$795K 0.02%
10,561
-1,022
391
$788K 0.02%
30,011
+2,199
392
$787K 0.02%
18,753
-2,065
393
$786K 0.02%
7,504
-243
394
$778K 0.01%
25,657
+1,993
395
$774K 0.01%
38,925
+1,229
396
$766K 0.01%
29,750
+118
397
$758K 0.01%
33,128
+129
398
$751K 0.01%
18,010
-997
399
$751K 0.01%
3,335
-36
400
$750K 0.01%
8,230
+620
14 15
16
17 18