S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
2451
$7.36K ﹤0.01%
65
2452
$7.36K ﹤0.01%
3,066
-4,860
2453
$7.34K ﹤0.01%
457
+357
2454
$7.33K ﹤0.01%
320
+9
2455
$7.31K ﹤0.01%
150
2456
$7.23K ﹤0.01%
1,812
+312
2457
$7.17K ﹤0.01%
216
2458
$7.14K ﹤0.01%
106
-10
2459
$7.13K ﹤0.01%
418
-126
2460
$7.1K ﹤0.01%
364
-229
2461
$7.08K ﹤0.01%
298
-7
2462
$7.07K ﹤0.01%
316
+300
2463
$7.04K ﹤0.01%
242
-413
2464
$7.02K ﹤0.01%
217
-24
2465
$7.01K ﹤0.01%
1,104
2466
$6.92K ﹤0.01%
622
-17
2467
$6.85K ﹤0.01%
151
+55
2468
$6.84K ﹤0.01%
267
-3,000
2469
$6.83K ﹤0.01%
63
2470
$6.76K ﹤0.01%
144
+4
2471
$6.75K ﹤0.01%
131
+59
2472
$6.74K ﹤0.01%
85
2473
$6.73K ﹤0.01%
+210
2474
$6.72K ﹤0.01%
350
-3,974
2475
$6.67K ﹤0.01%
151
+53
97 98
99
100 101