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
1401
$69.3K ﹤0.01%
2,269
-128
1402
$69.2K ﹤0.01%
7,535
+4,667
1403
$69K ﹤0.01%
2,730
-77
1404
$68.7K ﹤0.01%
2,700
1405
$68.6K ﹤0.01%
5,661
1406
$68.5K ﹤0.01%
689
+57
1407
$68.4K ﹤0.01%
2,702
+27
1408
$68.4K ﹤0.01%
1,349
+782
1409
$68.3K ﹤0.01%
7,869
-195
1410
$68.2K ﹤0.01%
786
+94
1411
$68.1K ﹤0.01%
1,686
+318
1412
$68K ﹤0.01%
505
1413
$68K ﹤0.01%
364
+6
1414
$67.9K ﹤0.01%
700
1415
$67.9K ﹤0.01%
1,500
1416
$67.6K ﹤0.01%
11,811
+2,128
1417
$67.4K ﹤0.01%
2,185
+775
1418
$67.2K ﹤0.01%
687
-112
1419
$66.7K ﹤0.01%
1,457
+16
1420
$66.6K ﹤0.01%
5,037
-943
1421
$66.5K ﹤0.01%
2,495
-31
1422
$66.5K ﹤0.01%
3,515
-3,131
1423
$66.4K ﹤0.01%
2,532
+32
1424
$66.1K ﹤0.01%
613
1425
$66K ﹤0.01%
3,262
55 56
57
58 59