Funds holding the stock
Sorted by market value, the list below shows funds with Southern First Bancshares, Inc. stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol | Market value | Weight | Issuer | Management style | Focus | Expense ratio | AUM | Price | Change % | Rel Volume | NAV total return 3Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 7.08 M USD | 0.03% | American Century Cos., Inc. | Active | Small cap | 0.25% | 23.24 B USD | 114.90 USD | +1.33% | 0.91 | +45.26% | |
| 3.83 M USD | 0.03% | BlackRock, Inc. | Passive | Small cap | 0.24% | 12.79 B USD | 199.97 USD | +1.42% | 1.24 | +37.91% | |
| 2.64 M USD | 0.02% | Dimensional Holdings, Inc. | Active | Extended market | 0.28% | 13.3 B USD | 66.28 USD | +0.84% | 0.89 | +40.92% | |
| 1.52 M USD | 0.07% | Empirical Finance LLC | Active | Small cap | 0.45% | 2.06 B USD | 26.29 USD | +1.19% | 0.52 | +38.38% | |
| 1.24 M USD | 0.09% | BlackRock, Inc. | Passive | Micro cap | 0.60% | 1.32 B USD | 166.03 USD | +0.88% | 0.83 | +45.07% | |
| 1.19 M USD | 0.02% | Dimensional Holdings, Inc. | Active | Small cap | 0.30% | 6.89 B USD | 36.93 USD | +0.90% | 0.70 | +21.95% | |
| 1.1 M USD | 0.55% | The Greenwood Trust | Active | Extended market | 0.56% | 196.96 M USD | 39.64 USD | +1.46% | 0.31 | +19.94% | |
| 793.04 K USD | 0.03% | American Century Cos., Inc. | Active | Small cap | 0.25% | 2.38 B USD | 64.82 USD | +1.25% | 0.71 | +20.76% | |
| 536.42 K USD | 0.06% | The Goldman Sachs Group, Inc. | Passive | Small cap | 0.20% | 885.69 M USD | 79.27 USD | +1.10% | 1.16 | +36.70% | |
| 260.79 K USD | 0.03% | The Vanguard Group, Inc. | Passive | Small cap | 0.06% | 1.04 B USD | 176.21 USD | +1.38% | 1.82 | +38.76% | |
| 175.33 K USD | 0.22% | AJM Ventures LLC | Passive | Financials | 0.60% | 80.56 M USD | 62.53 USD | +1.01% | 1.24 | +24.24% | |
| 153.37 K USD | 0.02% | American Century Cos., Inc. | Active | Small cap | 0.49% | 226.82 M USD | 27.030 USD | 0.00% | 0.90 | — | |
| 153.37 K USD | 0.02% | American Century Cos., Inc. | Active | Small cap | 0.48% | 787.1 M USD | 22.645 EUR | +0.67% | 1.46 | +18.27% | |
| 111.96 K USD | 0.02% | WisdomTree, Inc. | Passive | Small cap | 0.38% | 658.96 M USD | 60.40 USD | +1.53% | 0.35 | +30.96% | |
| 97.22 K USD | 0.04% | Invesco Ltd. | Passive | Small cap | 0.39% | 274.47 M USD | 47.89 USD | +0.84% | 0.70 | +31.90% | |
| 33.75 K USD | 0.06% | Innovator Capital Management LLC | Active | Downside hedge | 0.89% | 60.19 M USD | 29.59 USD | +0.61% | 2.16 | +16.36% |