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
1501
$57.3K ﹤0.01%
8,728
+352
1502
$57.2K ﹤0.01%
2,809
+602
1503
$57.1K ﹤0.01%
12,255
+2,000
1504
$57K ﹤0.01%
270
+85
1505
$56.6K ﹤0.01%
956
+350
1506
$56.5K ﹤0.01%
1,131
+17
1507
$56.4K ﹤0.01%
2,560
+8
1508
$56.3K ﹤0.01%
254
+31
1509
$56K ﹤0.01%
579
+12
1510
$55.8K ﹤0.01%
1,113
+32
1511
$55.5K ﹤0.01%
6,515
+1,135
1512
$55.5K ﹤0.01%
628
+22
1513
$55.5K ﹤0.01%
1,327
+101
1514
$55.5K ﹤0.01%
1,804
+67
1515
$55.5K ﹤0.01%
1,257
-172
1516
$55.4K ﹤0.01%
1,368
-336
1517
$55.2K ﹤0.01%
369
-6
1518
$55.1K ﹤0.01%
800
1519
$55K ﹤0.01%
1,208
-559
1520
$55K ﹤0.01%
494
1521
$54.8K ﹤0.01%
531
-54
1522
$54.8K ﹤0.01%
9,969
-2,853
1523
$54.8K ﹤0.01%
1,003
+22
1524
$54.7K ﹤0.01%
3,476
+266
1525
$54.7K ﹤0.01%
390
+61
59 60
61
62 63