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
1376
$51.5K ﹤0.01%
1,123
+21
1377
$51.5K ﹤0.01%
1,440
+15
1378
$51.4K ﹤0.01%
2,807
+378
1379
$51.3K ﹤0.01%
5,032
+2,394
1380
$51.3K ﹤0.01%
1,904
1381
$51.2K ﹤0.01%
2,661
+56
1382
$51.2K ﹤0.01%
697
+147
1383
$50.8K ﹤0.01%
196
+44
1384
$50.8K ﹤0.01%
1,023
-140
1385
$50.7K ﹤0.01%
1,231
+56
1386
$50.7K ﹤0.01%
1,000
-1,386
1387
$50.7K ﹤0.01%
766
+105
1388
$50.7K ﹤0.01%
1,775
-50
1389
$50.6K ﹤0.01%
817
+45
1390
$50.4K ﹤0.01%
1,065
+417
1391
$50.4K ﹤0.01%
1,336
-3
1392
$50.1K ﹤0.01%
1,696
+524
1393
$50K ﹤0.01%
1,544
1394
$50K ﹤0.01%
506
+77
1395
$50K ﹤0.01%
349
-165
1396
$49.6K ﹤0.01%
1,211
1397
$49.6K ﹤0.01%
1,220
+747
1398
$49.4K ﹤0.01%
1,482
+764
1399
$49.4K ﹤0.01%
2,688
+1,270
1400
$49K ﹤0.01%
3,771
-347