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
976
$161K ﹤0.01%
9,153
-33
977
$160K ﹤0.01%
8,870
+478
978
$160K ﹤0.01%
6,751
979
$160K ﹤0.01%
1,405
+131
980
$160K ﹤0.01%
11,296
+266
981
$159K ﹤0.01%
6,138
+666
982
$159K ﹤0.01%
2,555
+68
983
$158K ﹤0.01%
4,904
+968
984
$158K ﹤0.01%
+11,590
985
$158K ﹤0.01%
597
-35
986
$158K ﹤0.01%
875
+33
987
$158K ﹤0.01%
5,024
-29
988
$156K ﹤0.01%
14,835
+619
989
$156K ﹤0.01%
7,473
+4
990
$156K ﹤0.01%
577
+9
991
$155K ﹤0.01%
5,342
-266
992
$155K ﹤0.01%
9,557
+2,805
993
$155K ﹤0.01%
2,166
+243
994
$155K ﹤0.01%
4,283
-2,380
995
$155K ﹤0.01%
7,762
-19
996
$154K ﹤0.01%
2,270
+827
997
$154K ﹤0.01%
1,088
998
$154K ﹤0.01%
1,246
+26
999
$154K ﹤0.01%
3,205
+114
1000
$153K ﹤0.01%
1,128
+17
38 39
40
41 42