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
1251
$92.7K ﹤0.01%
35,659
+25,294
1252
$92.5K ﹤0.01%
770
-47
1253
$92.3K ﹤0.01%
4,081
+2,101
1254
$92.1K ﹤0.01%
33,006
-355
1255
$92K ﹤0.01%
2,139
+7
1256
$91.7K ﹤0.01%
1,279
+1
1257
$91.6K ﹤0.01%
+5,080
1258
$91.5K ﹤0.01%
1,989
+97
1259
$90.9K ﹤0.01%
8,072
+102
1260
$90.8K ﹤0.01%
590
+180
1261
$90.7K ﹤0.01%
9,491
-2,424
1262
$90.5K ﹤0.01%
8,269
+564
1263
$90.2K ﹤0.01%
+1,620
1264
$90.1K ﹤0.01%
1,917
-28
1265
$89.9K ﹤0.01%
621
+2
1266
$89.8K ﹤0.01%
2,382
-105
1267
$89.7K ﹤0.01%
530
1268
$89.6K ﹤0.01%
2,687
+77
1269
$89.6K ﹤0.01%
2,928
-1,625
1270
$89.6K ﹤0.01%
1,039
1271
$89.4K ﹤0.01%
563
-96
1272
$89.4K ﹤0.01%
1,347
+148
1273
$89.4K ﹤0.01%
4,714
+311
1274
$89.3K ﹤0.01%
1,029
1275
$89K ﹤0.01%
5,480
+152
49 50
51
52 53