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
1976
$22.4K ﹤0.01%
691
1977
$22.3K ﹤0.01%
995
-105
1978
$22.3K ﹤0.01%
290
-99
1979
$22.2K ﹤0.01%
930
+92
1980
$22.2K ﹤0.01%
664
1981
$22.2K ﹤0.01%
894
-79
1982
$22.2K ﹤0.01%
500
+12
1983
$22.1K ﹤0.01%
365
1984
$22.1K ﹤0.01%
4,847
-886
1985
$22K ﹤0.01%
121
+44
1986
$22K ﹤0.01%
801
+141
1987
$22K ﹤0.01%
3,671
+688
1988
$22K ﹤0.01%
294
+24
1989
$22K ﹤0.01%
+179
1990
$22K ﹤0.01%
+2,646
1991
$21.9K ﹤0.01%
2,500
+1,500
1992
$21.8K ﹤0.01%
189
+69
1993
$21.8K ﹤0.01%
247
-76
1994
$21.6K ﹤0.01%
1,000
1995
$21.6K ﹤0.01%
1,171
+315
1996
$21.6K ﹤0.01%
155
+16
1997
$21.6K ﹤0.01%
681
+284
1998
$21.6K ﹤0.01%
1,096
1999
$21.5K ﹤0.01%
+1,677
2000
$21.5K ﹤0.01%
104
+34
78 79
80
81 82