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
751
$254K ﹤0.01%
4,486
+20
752
$254K ﹤0.01%
2,899
+31
753
$253K ﹤0.01%
1,207
+19
754
$250K ﹤0.01%
9,756
+2,953
755
$250K ﹤0.01%
2,425
+261
756
$249K ﹤0.01%
2,411
+303
757
$249K ﹤0.01%
13,477
+785
758
$248K ﹤0.01%
6,289
759
$248K ﹤0.01%
24,178
-3,397
760
$248K ﹤0.01%
2,161
+248
761
$248K ﹤0.01%
4,140
-129
762
$247K ﹤0.01%
12,916
-56
763
$246K ﹤0.01%
12,336
-2,437
764
$246K ﹤0.01%
5,579
+111
765
$245K ﹤0.01%
25
+1
766
$245K ﹤0.01%
5,954
+439
767
$243K ﹤0.01%
1,812
+34
768
$243K ﹤0.01%
34,700
-110
769
$242K ﹤0.01%
1,961
-491
770
$242K ﹤0.01%
21,909
+53
771
$241K ﹤0.01%
2,644
-16
772
$240K ﹤0.01%
3,443
+387
773
$240K ﹤0.01%
1,373
+35
774
$239K ﹤0.01%
396
-2
775
$239K ﹤0.01%
2,977
+2,927
29 30
31
32 33