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ALEX KIM

Signature Estate & Investment Advisors Llc

Assets Managed
$4.938B
Holdings
646
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-0.53%(2Q avg: 2.71%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Signature Estate & Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 646 positions.

Assets under management

The assets under management (AUM) of Signature Estate & Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.938B in assets, with a quarterly growth rate of -0.53% and a 2-quarter average growth rate of 2.71%. The portfolio is managed by ALEX KIM, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Decreased -3.55%
8.76%
$432.169M
989,422 shares@ $436.79 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -41.7%
7.87%
$388.393M
3.104M shares@ $125.13 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 4.95%
4.76%
$234.655M
8.426M shares@ $27.85 avg price
TOTL
Spdr Doubleline Tr Tact Etf
Recent Activity
Increased 3.74%
4.55%
$224.26M
5.645M shares@ $39.73 avg price
IGM
Ishares Expanded Tech Sector
Recent Activity
Increased 0.57%
4.46%
$220.195M
1.858M shares@ $118.51 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
New Position
4.42%
$218.147M
2.354M shares@ $92.69 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 65.92%
3.28%
$161.774M
2.176M shares@ $74.35 avg price
AVES
Avantis Emerging Markets Val
Recent Activity
New Position
3.15%
$155.101M
2.586M shares@ $59.98 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.39%
2.06%
$101.499M
487,345 shares@ $208.28 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Decreased -5.4%
2.03%
$100.129M
2.491M shares@ $40.19 avg price

1-10 of 646