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
1201
$103K ﹤0.01%
795
-15
1202
$103K ﹤0.01%
10,501
-969
1203
$103K ﹤0.01%
1,848
+154
1204
$103K ﹤0.01%
373
-12
1205
$102K ﹤0.01%
686
+80
1206
$102K ﹤0.01%
1,245
-167
1207
$102K ﹤0.01%
1,660
+276
1208
$102K ﹤0.01%
3,752
+69
1209
$102K ﹤0.01%
2,298
+201
1210
$102K ﹤0.01%
474
-191
1211
$102K ﹤0.01%
+4,167
1212
$102K ﹤0.01%
2,700
-300
1213
$101K ﹤0.01%
38,103
-11,805
1214
$101K ﹤0.01%
623
-13
1215
$101K ﹤0.01%
231
+3
1216
$101K ﹤0.01%
878
+19
1217
$101K ﹤0.01%
889
-60
1218
$100K ﹤0.01%
1,197
1219
$100K ﹤0.01%
10,010
+9,984
1220
$100K ﹤0.01%
13,137
-233
1221
$99.8K ﹤0.01%
1,817
+1,469
1222
$99.6K ﹤0.01%
3,854
-1,596
1223
$99.5K ﹤0.01%
1,395
+48
1224
$99.1K ﹤0.01%
651
+28
1225
$99K ﹤0.01%
1,409
+549
47 48
49
50 51