S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
151
$2.32M 0.04%
13,568
+386
152
$2.32M 0.04%
4,454
-165
153
$2.3M 0.04%
74,547
+1,911
154
$2.3M 0.04%
15,036
+1,421
155
$2.26M 0.04%
12,604
-1,199
156
$2.24M 0.04%
21,579
-1,811
157
$2.23M 0.04%
20,530
-337
158
$2.21M 0.04%
5,295
-168
159
$2.2M 0.04%
12,209
-158
160
$2.18M 0.04%
22,684
-576
161
$2.16M 0.04%
119,098
+1,504
162
$2.16M 0.04%
33,103
+288
163
$2.16M 0.04%
50,404
+1,348
164
$2.15M 0.04%
37,347
+2,647
165
$2.14M 0.04%
9,608
+413
166
$2.14M 0.04%
94,701
+1,185
167
$2.11M 0.04%
12,956
-220
168
$2.11M 0.04%
28,531
-2,020
169
$2.1M 0.04%
4,424
+320
170
$2.07M 0.04%
16,474
+3,002
171
$2.05M 0.04%
8,628
+140
172
$2.05M 0.04%
3,886
+28
173
$2.05M 0.04%
27,817
-5,685
174
$2.05M 0.04%
5,367
+188
175
$2.04M 0.04%
17,169
+141
5 6
7
8 9