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
801
$229K ﹤0.01%
8,793
802
$229K ﹤0.01%
8,599
803
$228K ﹤0.01%
1,669
-36
804
$228K ﹤0.01%
2,718
+81
805
$228K ﹤0.01%
9,731
+598
806
$227K ﹤0.01%
3,485
+128
807
$227K ﹤0.01%
2,042
+45
808
$227K ﹤0.01%
2,438
+3
809
$227K ﹤0.01%
633
+51
810
$227K ﹤0.01%
1,070
+5
811
$226K ﹤0.01%
1,674
+37
812
$226K ﹤0.01%
5,800
813
$226K ﹤0.01%
7,137
-60
814
$225K ﹤0.01%
1,124
+224
815
$225K ﹤0.01%
10,960
-2,405
816
$223K ﹤0.01%
3,098
+416
817
$223K ﹤0.01%
11,280
+1,009
818
$222K ﹤0.01%
1,703
-487
819
$222K ﹤0.01%
2,980
+619
820
$222K ﹤0.01%
51,838
-5,072
821
$220K ﹤0.01%
5,610
+464
822
$219K ﹤0.01%
2,773
+58
823
$217K ﹤0.01%
7,283
824
$217K ﹤0.01%
5,863
+226
825
$217K ﹤0.01%
2,748
+19
31 32
33
34 35