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
2201
$14K ﹤0.01%
1,265
-95
2202
$14K ﹤0.01%
1,184
+16
2203
$13.9K ﹤0.01%
384
-22
2204
$13.9K ﹤0.01%
3,057
-2,151
2205
$13.9K ﹤0.01%
428
+100
2206
$13.8K ﹤0.01%
192
2207
$13.8K ﹤0.01%
218
+18
2208
$13.8K ﹤0.01%
36
+7
2209
$13.8K ﹤0.01%
263
+63
2210
$13.7K ﹤0.01%
254
2211
$13.7K ﹤0.01%
157
-332
2212
$13.6K ﹤0.01%
1,696
+280
2213
$13.6K ﹤0.01%
145
+12
2214
$13.5K ﹤0.01%
363
-22
2215
$13.4K ﹤0.01%
702
-163
2216
$13.4K ﹤0.01%
417
+114
2217
$13.4K ﹤0.01%
242
2218
$13.4K ﹤0.01%
768
2219
$13.4K ﹤0.01%
585
+328
2220
$13.3K ﹤0.01%
3,266
-570
2221
$13.3K ﹤0.01%
197
-66
2222
$13.3K ﹤0.01%
+400
2223
$13.2K ﹤0.01%
418
-31
2224
$13.2K ﹤0.01%
315
+211
2225
$13.2K ﹤0.01%
99
+97
87 88
89
90 91