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
2051
$19.4K ﹤0.01%
5,649
-5,000
2052
$19.4K ﹤0.01%
2,067
-324
2053
$19.4K ﹤0.01%
1,320
2054
$19.4K ﹤0.01%
93
-4
2055
$19.3K ﹤0.01%
230
-11
2056
$19.2K ﹤0.01%
1,000
2057
$19.2K ﹤0.01%
145
2058
$19.1K ﹤0.01%
400
2059
$19K ﹤0.01%
379
+204
2060
$18.9K ﹤0.01%
166
+57
2061
$18.9K ﹤0.01%
148
2062
$18.8K ﹤0.01%
5,158
+674
2063
$18.8K ﹤0.01%
1,125
+161
2064
$18.8K ﹤0.01%
3,352
+892
2065
$18.8K ﹤0.01%
236
2066
$18.8K ﹤0.01%
638
+306
2067
$18.7K ﹤0.01%
255
-17
2068
$18.7K ﹤0.01%
274
2069
$18.6K ﹤0.01%
3,318
+3,132
2070
$18.6K ﹤0.01%
376
-121
2071
$18.5K ﹤0.01%
1,124
+8
2072
$18.5K ﹤0.01%
402
2073
$18.5K ﹤0.01%
161
-6
2074
$18.5K ﹤0.01%
+10,677
2075
$18.5K ﹤0.01%
238
-44
81 82
83
84 85