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
2326
$10K ﹤0.01%
+623
2327
$9.96K ﹤0.01%
159
-76
2328
$9.96K ﹤0.01%
724
+489
2329
$9.95K ﹤0.01%
495
-683
2330
$9.95K ﹤0.01%
1,000
+600
2331
$9.94K ﹤0.01%
2,054
+1,384
2332
$9.87K ﹤0.01%
352
-121
2333
$9.84K ﹤0.01%
850
+100
2334
$9.84K ﹤0.01%
131
-8
2335
$9.81K ﹤0.01%
79
+16
2336
$9.78K ﹤0.01%
1,413
-362
2337
$9.77K ﹤0.01%
84
-18
2338
$9.73K ﹤0.01%
+742
2339
$9.67K ﹤0.01%
706
+550
2340
$9.63K ﹤0.01%
628
+428
2341
$9.63K ﹤0.01%
+519
2342
$9.63K ﹤0.01%
132
2343
$9.62K ﹤0.01%
199
+76
2344
$9.56K ﹤0.01%
137
2345
$9.53K ﹤0.01%
123
+39
2346
$9.48K ﹤0.01%
87
2347
$9.47K ﹤0.01%
392
+339
2348
$9.44K ﹤0.01%
1,129
2349
$9.43K ﹤0.01%
253
-12
2350
$9.36K ﹤0.01%
1,270
-2,527
92 93
94
95 96