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
876
$195K ﹤0.01%
1,319
+51
877
$195K ﹤0.01%
6,361
-13
878
$195K ﹤0.01%
35,781
-16,378
879
$194K ﹤0.01%
1,846
-487
880
$194K ﹤0.01%
10,461
-9,398
881
$194K ﹤0.01%
1,434
-28
882
$193K ﹤0.01%
2,016
+251
883
$193K ﹤0.01%
3,532
-622
884
$193K ﹤0.01%
7,900
+1,920
885
$192K ﹤0.01%
1,090
+125
886
$192K ﹤0.01%
510
-51
887
$192K ﹤0.01%
729
+81
888
$192K ﹤0.01%
2,001
+84
889
$191K ﹤0.01%
7,627
+20
890
$191K ﹤0.01%
4,275
+392
891
$190K ﹤0.01%
569
+10
892
$189K ﹤0.01%
1,918
+43
893
$189K ﹤0.01%
5,436
+472
894
$189K ﹤0.01%
1,544
+650
895
$189K ﹤0.01%
1,521
-324
896
$189K ﹤0.01%
1,487
-9
897
$189K ﹤0.01%
774
898
$188K ﹤0.01%
509
-3
899
$188K ﹤0.01%
2,278
-58
900
$187K ﹤0.01%
2,092
+191
34 35
36
37 38