SRCM
Signature Resources Capital Management Portfolio holdings
AUM
$165M
This Quarter Return
+5.65%
1 Year Return
+12.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(-9.1%)
Cap. Flow
-$17.3M
Cap. Flow
% of AUM
-15.84%
Top 10 Holdings %
Top 10 Hldgs %
76.37%
Holding
425
New
4
Increased
20
Reduced
79
Closed
43
Top Buys
| 1 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$187K |
| 2 |
Capital Group Growth ETF
CGGR
|
$140K |
| 3 |
Broadcom
AVGO
|
$115K |
| 4 |
Capital Group Core Equity ETF
CGUS
|
$70.2K |
| 5 |
Capital Group Global Growth Equity ETF
CGGO
|
$53.8K |
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$4.98M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
$2.93M |
| 3 |
Lam Research
LRCX
|
$2.34M |
| 4 |
Avantis US Equity ETF
AVUS
|
$1.76M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
$1.23M |
Sector Composition
| 1 | Technology | 3.65% |
| 2 | Communication Services | 1.93% |
| 3 | Consumer Discretionary | 1.09% |
| 4 | Energy | 0.84% |
| 5 | Industrials | 0.8% |
