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
2026
$20.3K ﹤0.01%
171
+81
2027
$20.2K ﹤0.01%
1,200
2028
$20.2K ﹤0.01%
800
-800
2029
$20.2K ﹤0.01%
2,608
+927
2030
$20.1K ﹤0.01%
+772
2031
$20.1K ﹤0.01%
484
2032
$20K ﹤0.01%
658
2033
$20K ﹤0.01%
191
-20
2034
$20K ﹤0.01%
1,279
-365
2035
$20K ﹤0.01%
344
+120
2036
$20K ﹤0.01%
523
+225
2037
$19.9K ﹤0.01%
148
+7
2038
$19.9K ﹤0.01%
348
+3
2039
$19.9K ﹤0.01%
237
2040
$19.8K ﹤0.01%
164
2041
$19.8K ﹤0.01%
1,431
-28
2042
$19.8K ﹤0.01%
680
-161
2043
$19.7K ﹤0.01%
4,340
-269
2044
$19.7K ﹤0.01%
500
-75
2045
$19.7K ﹤0.01%
1,267
2046
$19.7K ﹤0.01%
3,677
-695
2047
$19.7K ﹤0.01%
+1,000
2048
$19.6K ﹤0.01%
+451
2049
$19.5K ﹤0.01%
722
-243
2050
$19.5K ﹤0.01%
110
-3
80 81
82
83 84