S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
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
1876
$18.8K ﹤0.01%
487
1877
$18.8K ﹤0.01%
119
+10
1878
$18.7K ﹤0.01%
2,661
+19
1879
$18.7K ﹤0.01%
344
+6
1880
$18.6K ﹤0.01%
45
1881
$18.6K ﹤0.01%
691
1882
$18.6K ﹤0.01%
425
+407
1883
$18.6K ﹤0.01%
2,486
1884
$18.6K ﹤0.01%
3,103
+440
1885
$18.4K ﹤0.01%
1,318
+37
1886
$18.4K ﹤0.01%
397
-32
1887
$18.4K ﹤0.01%
+94
1888
$18.4K ﹤0.01%
896
+397
1889
$18.1K ﹤0.01%
594
+35
1890
$18.1K ﹤0.01%
+398
1891
$18.1K ﹤0.01%
907
+300
1892
$18.1K ﹤0.01%
2,688
+272
1893
$18K ﹤0.01%
8,422
1894
$18K ﹤0.01%
626
+30
1895
$17.9K ﹤0.01%
430
+22
1896
$17.9K ﹤0.01%
1,041
+524
1897
$17.9K ﹤0.01%
71
-2
1898
$17.8K ﹤0.01%
218
+18
1899
$17.8K ﹤0.01%
349
+105
1900
$17.8K ﹤0.01%
+622