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
1726
$37.8K ﹤0.01%
3,170
1727
$37.8K ﹤0.01%
294
+39
1728
$37.7K ﹤0.01%
2,907
1729
$37.7K ﹤0.01%
2,583
-214
1730
$37.6K ﹤0.01%
4,237
+25
1731
$37.6K ﹤0.01%
3,391
+1,524
1732
$37.5K ﹤0.01%
111
1733
$37.5K ﹤0.01%
4,124
+3,314
1734
$37.3K ﹤0.01%
1,375
+237
1735
$37.3K ﹤0.01%
661
+526
1736
$37.2K ﹤0.01%
89
-45
1737
$37.2K ﹤0.01%
543
-12
1738
$37K ﹤0.01%
3,000
1739
$36.9K ﹤0.01%
1,500
1740
$36.8K ﹤0.01%
488
+374
1741
$36.7K ﹤0.01%
2,363
-270
1742
$36.6K ﹤0.01%
386
-5
1743
$36.5K ﹤0.01%
2,914
+7
1744
$36.5K ﹤0.01%
500
-227
1745
$36.4K ﹤0.01%
1,160
+378
1746
$36.4K ﹤0.01%
339
-2
1747
$36.3K ﹤0.01%
333
+139
1748
$36.3K ﹤0.01%
729
-1,373
1749
$36.2K ﹤0.01%
641
-22
1750
$36K ﹤0.01%
386
+59
68 69
70
71 72