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
926
$179K ﹤0.01%
1,852
-81
927
$178K ﹤0.01%
21,604
+4,849
928
$178K ﹤0.01%
5,028
+66
929
$178K ﹤0.01%
2,186
+257
930
$178K ﹤0.01%
10,866
-3,622
931
$177K ﹤0.01%
2,315
-852
932
$177K ﹤0.01%
4,078
+363
933
$177K ﹤0.01%
9,137
+1,476
934
$177K ﹤0.01%
3,510
+253
935
$176K ﹤0.01%
998
+35
936
$176K ﹤0.01%
932
-18
937
$176K ﹤0.01%
1,028
+134
938
$175K ﹤0.01%
1,296
-37
939
$175K ﹤0.01%
1,044
+30
940
$175K ﹤0.01%
7,056
941
$175K ﹤0.01%
1,816
+1
942
$174K ﹤0.01%
2,215
+3
943
$173K ﹤0.01%
211
-21
944
$173K ﹤0.01%
3,777
+111
945
$173K ﹤0.01%
2,666
-236
946
$172K ﹤0.01%
3,342
+656
947
$171K ﹤0.01%
1,736
+12
948
$171K ﹤0.01%
3,281
+190
949
$171K ﹤0.01%
1,295
950
$171K ﹤0.01%
695
+332
36 37
38
39 40