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
1776
$34.2K ﹤0.01%
84
-8
1777
$34.1K ﹤0.01%
194
+22
1778
$34.1K ﹤0.01%
324
1779
$34.1K ﹤0.01%
3,501
+186
1780
$34.1K ﹤0.01%
642
+6
1781
$34K ﹤0.01%
1,180
-32
1782
$34K ﹤0.01%
1,785
+557
1783
$33.9K ﹤0.01%
1,627
-66
1784
$33.9K ﹤0.01%
338
-55
1785
$33.9K ﹤0.01%
397
+145
1786
$33.8K ﹤0.01%
166
-13
1787
$33.8K ﹤0.01%
498
+260
1788
$33.7K ﹤0.01%
540
-10
1789
$33.7K ﹤0.01%
1,489
1790
$33.7K ﹤0.01%
595
1791
$33.6K ﹤0.01%
2,013
1792
$33.5K ﹤0.01%
11,638
+3,342
1793
$33.5K ﹤0.01%
901
+386
1794
$33.5K ﹤0.01%
852
1795
$33.5K ﹤0.01%
165
+155
1796
$33.4K ﹤0.01%
1,246
+647
1797
$33.4K ﹤0.01%
258
+3
1798
$33.2K ﹤0.01%
1,000
-99
1799
$33.2K ﹤0.01%
255
+1
1800
$33.2K ﹤0.01%
117
+30
70 71
72
73 74