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
2226
$13.1K ﹤0.01%
136
-62
2227
$13K ﹤0.01%
50
2228
$13K ﹤0.01%
267
+83
2229
$12.9K ﹤0.01%
+158
2230
$12.9K ﹤0.01%
457
2231
$12.9K ﹤0.01%
99
2232
$12.8K ﹤0.01%
375
2233
$12.8K ﹤0.01%
1,900
+522
2234
$12.8K ﹤0.01%
285
+174
2235
$12.8K ﹤0.01%
570
2236
$12.7K ﹤0.01%
1,170
2237
$12.7K ﹤0.01%
53
-38
2238
$12.7K ﹤0.01%
250
-274
2239
$12.6K ﹤0.01%
652
+146
2240
$12.6K ﹤0.01%
125
-350
2241
$12.6K ﹤0.01%
973
2242
$12.5K ﹤0.01%
443
+228
2243
$12.5K ﹤0.01%
203
+41
2244
$12.5K ﹤0.01%
77
2245
$12.4K ﹤0.01%
813
+137
2246
$12.4K ﹤0.01%
156
2247
$12.4K ﹤0.01%
913
-105
2248
$12.4K ﹤0.01%
1,000
2249
$12.3K ﹤0.01%
526
+304
2250
$12.3K ﹤0.01%
52
+15
88 89
90
91 92