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
776
$239K ﹤0.01%
2,839
+494
777
$239K ﹤0.01%
3,000
-1,700
778
$238K ﹤0.01%
9,543
-2,778
779
$238K ﹤0.01%
10,140
+8,970
780
$238K ﹤0.01%
980
+32
781
$237K ﹤0.01%
6,768
-250
782
$237K ﹤0.01%
2,149
+3
783
$236K ﹤0.01%
1,523
-50
784
$235K ﹤0.01%
5,561
+221
785
$235K ﹤0.01%
5,594
786
$235K ﹤0.01%
3,343
+337
787
$235K ﹤0.01%
4,389
+1,038
788
$235K ﹤0.01%
4,167
789
$234K ﹤0.01%
20,066
-159
790
$234K ﹤0.01%
29,814
-589
791
$234K ﹤0.01%
1,476
-97
792
$233K ﹤0.01%
1,343
+19
793
$232K ﹤0.01%
2,108
-64
794
$232K ﹤0.01%
10,689
795
$231K ﹤0.01%
2,658
+79
796
$231K ﹤0.01%
2,895
+225
797
$231K ﹤0.01%
1,268
+293
798
$231K ﹤0.01%
8,988
799
$230K ﹤0.01%
16,934
+1,939
800
$230K ﹤0.01%
3,094
-229
30 31
32
33 34