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
1151
$116K ﹤0.01%
2,360
+328
1152
$116K ﹤0.01%
3,521
-250
1153
$115K ﹤0.01%
2,429
-4,185
1154
$114K ﹤0.01%
1,550
1155
$114K ﹤0.01%
1,447
+20
1156
$113K ﹤0.01%
2,954
+724
1157
$113K ﹤0.01%
1,652
+577
1158
$112K ﹤0.01%
2,808
+226
1159
$112K ﹤0.01%
2,808
+659
1160
$112K ﹤0.01%
2,528
1161
$111K ﹤0.01%
5,620
+275
1162
$111K ﹤0.01%
8,682
+5,047
1163
$111K ﹤0.01%
1,377
1164
$110K ﹤0.01%
1,453
+157
1165
$110K ﹤0.01%
17,281
+1,196
1166
$110K ﹤0.01%
1,078
+18
1167
$110K ﹤0.01%
204
-4
1168
$110K ﹤0.01%
2,014
1169
$110K ﹤0.01%
1,240
+11
1170
$110K ﹤0.01%
683
+76
1171
$109K ﹤0.01%
3,017
-19
1172
$109K ﹤0.01%
2,472
+431
1173
$109K ﹤0.01%
7,432
-820
1174
$109K ﹤0.01%
1,333
-454
1175
$109K ﹤0.01%
3,854
-1,840
45 46
47
48 49