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
1751
$35.9K ﹤0.01%
766
+13
1752
$35.8K ﹤0.01%
792
+306
1753
$35.7K ﹤0.01%
893
+13
1754
$35.7K ﹤0.01%
4,000
1755
$35.7K ﹤0.01%
1,651
+28
1756
$35.7K ﹤0.01%
478
-525
1757
$35.6K ﹤0.01%
844
-3
1758
$35.6K ﹤0.01%
511
-631
1759
$35.6K ﹤0.01%
460
1760
$35.5K ﹤0.01%
1,414
1761
$35.4K ﹤0.01%
1,086
-940
1762
$35.4K ﹤0.01%
783
+543
1763
$35.1K ﹤0.01%
725
+31
1764
$35.1K ﹤0.01%
1,088
1765
$35K ﹤0.01%
319
+92
1766
$35K ﹤0.01%
500
1767
$34.8K ﹤0.01%
+964
1768
$34.8K ﹤0.01%
703
-2
1769
$34.8K ﹤0.01%
646
+259
1770
$34.7K ﹤0.01%
172
+36
1771
$34.7K ﹤0.01%
4,536
-1,766
1772
$34.6K ﹤0.01%
2,051
+21
1773
$34.5K ﹤0.01%
628
+80
1774
$34.5K ﹤0.01%
1,319
+9
1775
$34.5K ﹤0.01%
2,511
69 70
71
72 73