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Katie Amy

@Signaturefd, Llc

Latest period2024 - Q3ReportedManaged Assets$5.25BTotal holdings3229
Assets growth rate6.67%Assets growth rate (2-Q avg)5.32%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Signaturefd, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3229 positions.

Assets under management

The assets under management (AUM) of Signaturefd, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.25B in assets, with a quarterly growth rate of 6.67% and a 2-quarter average growth rate of 5.32%. The portfolio is managed by Katie Amy, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWFIshares Tr
Recent Activity
Increased 23.83%
14.74%
$773.477M
2.061M shares@ $375.39 avg price
IUSVIshares Tr
Recent Activity
Increased 0.88%
7.84%
$411.406M
4.308M shares@ $95.49 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.54%
7.22%
$378.899M
1.913M shares@ $198.07 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Increased 1.22%
5.97%
$313.039M
5.534M shares@ $56.58 avg price
IEFAIshares Tr
Recent Activity
Increased 1.33%
4.52%
$237.175M
3.039M shares@ $78.05 avg price
VBVanguard Index Fds
Recent Activity
Decreased -41.84%
3.79%
$198.603M
837,244 shares@ $237.22 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 1.2%
3.78%
$198.28M
3.063M shares@ $64.75 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 3.23%
3.43%
$179.59M
3.753M shares@ $47.85 avg price
MUBIshares Tr
Recent Activity
Decreased -3.22%
2.81%
$147.164M
1.355M shares@ $108.64 avg price
AAPLApple Inc
Recent Activity
Increased 0.69%
2.4%
$125.782M
539,836 shares@ $233.0 avg price