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
2151
$15.7K ﹤0.01%
823
+57
2152
$15.6K ﹤0.01%
1,480
+754
2153
$15.6K ﹤0.01%
169
-18
2154
$15.6K ﹤0.01%
+425
2155
$15.6K ﹤0.01%
56
+5
2156
$15.5K ﹤0.01%
373
2157
$15.4K ﹤0.01%
156
2158
$15.3K ﹤0.01%
+1,284
2159
$15.2K ﹤0.01%
6,366
-11,571
2160
$15.2K ﹤0.01%
2,298
+1,252
2161
$15.1K ﹤0.01%
186
2162
$15.1K ﹤0.01%
901
-436
2163
$15.1K ﹤0.01%
599
2164
$15K ﹤0.01%
202
+3
2165
$15K ﹤0.01%
494
+50
2166
$15K ﹤0.01%
498
2167
$15K ﹤0.01%
235
2168
$15K ﹤0.01%
1,110
2169
$14.9K ﹤0.01%
354
+117
2170
$14.9K ﹤0.01%
213
2171
$14.9K ﹤0.01%
2,405
-131
2172
$14.8K ﹤0.01%
1,005
-143
2173
$14.8K ﹤0.01%
509
2174
$14.8K ﹤0.01%
405
2175
$14.7K ﹤0.01%
84
85 86
87
88 89