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
1576
$35K ﹤0.01%
3,309
1577
$34.9K ﹤0.01%
2,316
+2,145
1578
$34.7K ﹤0.01%
524
+163
1579
$34.6K ﹤0.01%
341
1580
$34.5K ﹤0.01%
171
+53
1581
$34.5K ﹤0.01%
5,050
-288
1582
$34.4K ﹤0.01%
1,656
+86
1583
$34.4K ﹤0.01%
212
+32
1584
$34.3K ﹤0.01%
1,109
+748
1585
$34.3K ﹤0.01%
883
1586
$34.3K ﹤0.01%
376
-650
1587
$34.1K ﹤0.01%
1,739
+288
1588
$34.1K ﹤0.01%
535
-2
1589
$34K ﹤0.01%
660
1590
$34K ﹤0.01%
1,403
-199
1591
$33.8K ﹤0.01%
688
-330
1592
$33.8K ﹤0.01%
2,449
-23
1593
$33.8K ﹤0.01%
3,082
+245
1594
$33.7K ﹤0.01%
1,587
+87
1595
$33.6K ﹤0.01%
3,364
+1,681
1596
$33.6K ﹤0.01%
7,136
+2,356
1597
$33.6K ﹤0.01%
226
+62
1598
$33.3K ﹤0.01%
668
1599
$33.1K ﹤0.01%
2,014
1600
$33.1K ﹤0.01%
1,627
-198