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
1126
$121K ﹤0.01%
4,222
+702
1127
$121K ﹤0.01%
2,686
-226
1128
$121K ﹤0.01%
11,562
+3,207
1129
$121K ﹤0.01%
14,378
+383
1130
$120K ﹤0.01%
3,316
-132
1131
$120K ﹤0.01%
3,819
+228
1132
$120K ﹤0.01%
536
-38
1133
$120K ﹤0.01%
1,162
+6
1134
$120K ﹤0.01%
1,048
+358
1135
$120K ﹤0.01%
1,545
+172
1136
$119K ﹤0.01%
278
+47
1137
$119K ﹤0.01%
6,418
-358
1138
$119K ﹤0.01%
491
+52
1139
$119K ﹤0.01%
612
+245
1140
$119K ﹤0.01%
2,142
+149
1141
$118K ﹤0.01%
2,522
-56
1142
$118K ﹤0.01%
65,305
-8,907
1143
$118K ﹤0.01%
46,808
+8,397
1144
$117K ﹤0.01%
6,177
-2,042
1145
$117K ﹤0.01%
2,995
+636
1146
$117K ﹤0.01%
705
+10
1147
$116K ﹤0.01%
2,788
+248
1148
$116K ﹤0.01%
5,080
+2
1149
$116K ﹤0.01%
1,958
-9
1150
$116K ﹤0.01%
1,458
-1,391
44 45
46
47 48