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
2351
$6K ﹤0.01%
83
-145
2352
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38
2353
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+1,724
2354
$6K ﹤0.01%
+156
2355
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123
-12
2356
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243
-261
2357
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67
2358
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130
-5
2359
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360
+294
2360
$6K ﹤0.01%
126
+72
2361
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44
2362
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220
+203
2363
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221
2364
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220
2365
$6K ﹤0.01%
+446
2366
$6K ﹤0.01%
435
+403
2367
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262
2368
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600
2369
$5K ﹤0.01%
467
-297
2370
$5K ﹤0.01%
175
-50
2371
$5K ﹤0.01%
312
2372
$5K ﹤0.01%
42
2373
$5K ﹤0.01%
1,003
2374
$5K ﹤0.01%
+1,000
2375
$5K ﹤0.01%
246