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
$3.84B
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,368
New
Increased
Reduced
Closed

Top Buys

1 +$182M
2 +$13M
3 +$9.99M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$7.08M
5
AFL icon
Aflac
AFL
+$2.82M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 3.91%
3 Financials 3.88%
4 Healthcare 3.57%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$63.1K ﹤0.01%
1,848
+132
1277
$62.9K ﹤0.01%
2,736
-623
1278
$62.8K ﹤0.01%
30,612
+3,286
1279
$62.7K ﹤0.01%
995
-161
1280
$62.5K ﹤0.01%
616
1281
$62.3K ﹤0.01%
+3,722
1282
$62.2K ﹤0.01%
5,359
+72
1283
$62.2K ﹤0.01%
415
+110
1284
$62.1K ﹤0.01%
1,760
1285
$62.1K ﹤0.01%
585
-408
1286
$61.9K ﹤0.01%
1,781
+233
1287
$61.8K ﹤0.01%
921
+269
1288
$61.8K ﹤0.01%
2,581
1289
$61.8K ﹤0.01%
1,768
+18
1290
$61.8K ﹤0.01%
1,338
+7
1291
$61.7K ﹤0.01%
1,378
+12
1292
$61.7K ﹤0.01%
2,702
+152
1293
$61.6K ﹤0.01%
493
-48
1294
$61.6K ﹤0.01%
2,595
-511
1295
$61.5K ﹤0.01%
741
+11
1296
$61.4K ﹤0.01%
1,567
+114
1297
$61.3K ﹤0.01%
5,702
+845
1298
$61.1K ﹤0.01%
367
+29
1299
$61K ﹤0.01%
1,631
-52
1300
$60.9K ﹤0.01%
814
-112