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
951
$171K ﹤0.01%
+6,058
952
$170K ﹤0.01%
3,742
953
$169K ﹤0.01%
1,740
+13
954
$169K ﹤0.01%
1,516
+1,110
955
$168K ﹤0.01%
8,221
+1,215
956
$167K ﹤0.01%
429
-377
957
$167K ﹤0.01%
7,026
+170
958
$165K ﹤0.01%
3,649
-55
959
$165K ﹤0.01%
6,740
960
$165K ﹤0.01%
4,874
+908
961
$165K ﹤0.01%
4,044
+97
962
$164K ﹤0.01%
1,585
+50
963
$164K ﹤0.01%
1,786
964
$164K ﹤0.01%
6,935
+6,215
965
$164K ﹤0.01%
4,803
966
$164K ﹤0.01%
24,192
+202
967
$163K ﹤0.01%
5,562
+92
968
$163K ﹤0.01%
2,119
+177
969
$163K ﹤0.01%
915
+20
970
$163K ﹤0.01%
25,000
971
$162K ﹤0.01%
2,727
+175
972
$162K ﹤0.01%
3,649
-4
973
$162K ﹤0.01%
15,892
-137
974
$162K ﹤0.01%
894
+76
975
$161K ﹤0.01%
615
-25
37 38
39
40 41