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
2251
$12.2K ﹤0.01%
4,980
2252
$12.2K ﹤0.01%
+1,411
2253
$12.1K ﹤0.01%
665
-12
2254
$12K ﹤0.01%
476
2255
$12K ﹤0.01%
300
2256
$12K ﹤0.01%
73
2257
$11.9K ﹤0.01%
196
-8
2258
$11.9K ﹤0.01%
1,380
+973
2259
$11.9K ﹤0.01%
200
+86
2260
$11.8K ﹤0.01%
348
-47
2261
$11.8K ﹤0.01%
635
2262
$11.8K ﹤0.01%
160
-182
2263
$11.7K ﹤0.01%
250
2264
$11.7K ﹤0.01%
314
-251
2265
$11.6K ﹤0.01%
152
+124
2266
$11.6K ﹤0.01%
182
-5
2267
$11.6K ﹤0.01%
3,018
2268
$11.6K ﹤0.01%
319
2269
$11.6K ﹤0.01%
333
-74
2270
$11.6K ﹤0.01%
298
2271
$11.4K ﹤0.01%
322
+201
2272
$11.4K ﹤0.01%
256
+234
2273
$11.4K ﹤0.01%
322
2274
$11.4K ﹤0.01%
137
+6
2275
$11.4K ﹤0.01%
314
+48
89 90
91
92 93