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
$3.25B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,388
New
Increased
Reduced
Closed

Top Buys

1 +$25M
2 +$24.1M
3 +$23.1M
4
KO icon
Coca-Cola
KO
+$17.2M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$13.8M

Top Sells

1 +$9.55M
2 +$8.92M
3 +$2.94M
4
CRSR icon
Corsair Gaming
CRSR
+$2.25M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.19M

Sector Composition

1 Technology 8.08%
2 Consumer Discretionary 4.3%
3 Financials 3.96%
4 Healthcare 3.29%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$9K ﹤0.01%
+137
2152
$9K ﹤0.01%
102
-9
2153
$9K ﹤0.01%
169
2154
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333
2155
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97
+43
2156
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76
2157
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321
2158
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103
2159
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974
2160
$9K ﹤0.01%
571
2161
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99
-50
2162
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142
-4
2163
$9K ﹤0.01%
1,318
+387
2164
$9K ﹤0.01%
+200
2165
$9K ﹤0.01%
100
2166
$9K ﹤0.01%
37
+4
2167
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2168
$9K ﹤0.01%
218
-19
2169
$9K ﹤0.01%
1,174
2170
$9K ﹤0.01%
339
2171
$9K ﹤0.01%
544
2172
$9K ﹤0.01%
403
-192
2173
$9K ﹤0.01%
672
-135
2174
$9K ﹤0.01%
179
2175
$9K ﹤0.01%
255
-34