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
1226
$98.4K ﹤0.01%
3,694
+12
1227
$98.3K ﹤0.01%
2,236
+624
1228
$97.7K ﹤0.01%
8,803
-4,699
1229
$96.7K ﹤0.01%
5,361
+318
1230
$96.2K ﹤0.01%
12,929
+1,451
1231
$96.1K ﹤0.01%
6,815
+281
1232
$95.9K ﹤0.01%
1,021
+21
1233
$95.9K ﹤0.01%
1,565
+290
1234
$95.8K ﹤0.01%
12,475
-7,433
1235
$95.7K ﹤0.01%
3,920
-7,192
1236
$95.7K ﹤0.01%
6,444
-23
1237
$95.1K ﹤0.01%
2,465
-1,804
1238
$94.9K ﹤0.01%
330
-19
1239
$94.6K ﹤0.01%
3,655
+235
1240
$94K ﹤0.01%
1,933
1241
$93.9K ﹤0.01%
4,061
+3,239
1242
$93.9K ﹤0.01%
2,214
-93
1243
$93.7K ﹤0.01%
713
-11
1244
$93.6K ﹤0.01%
700
1245
$93.6K ﹤0.01%
4,680
-823
1246
$93.3K ﹤0.01%
1,503
-116
1247
$93.3K ﹤0.01%
2,162
+112
1248
$93.1K ﹤0.01%
1,504
-68
1249
$93.1K ﹤0.01%
13,089
+101
1250
$92.8K ﹤0.01%
2,973
+2,358
48 49
50
51 52