S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
1051
$136K ﹤0.01%
1,395
+446
1052
$135K ﹤0.01%
1,077
1053
$135K ﹤0.01%
1,311
+5
1054
$135K ﹤0.01%
2,774
+1,408
1055
$135K ﹤0.01%
6,341
-2,372
1056
$135K ﹤0.01%
4,148
1057
$135K ﹤0.01%
4,325
-962
1058
$134K ﹤0.01%
2,144
-2,203
1059
$134K ﹤0.01%
8,572
+250
1060
$134K ﹤0.01%
1,593
+50
1061
$134K ﹤0.01%
5,597
-960
1062
$134K ﹤0.01%
1,299
+161
1063
$133K ﹤0.01%
3,001
1064
$133K ﹤0.01%
1,490
-6
1065
$133K ﹤0.01%
8,648
-551
1066
$133K ﹤0.01%
2,685
+568
1067
$133K ﹤0.01%
2,637
+479
1068
$133K ﹤0.01%
1,023
-145
1069
$133K ﹤0.01%
384
-77
1070
$132K ﹤0.01%
4,683
+689
1071
$132K ﹤0.01%
21,519
-13,959
1072
$132K ﹤0.01%
1,367
+236
1073
$132K ﹤0.01%
401
+29
1074
$132K ﹤0.01%
1,952
-1,737
1075
$132K ﹤0.01%
267
+1
41 42
43
44 45