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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
HELOJ P Morgan Exchange Traded F
Recent Activity
New Position
0.11%
$5.479M
89,622 shares@ $61.14 avg price
POCTInnovator Etfs Trust
Recent Activity
New Position
0.03%
$1.089M
27,949 shares@ $38.96 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.03%
$1.08M
7,150 shares@ $150.99 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.02%
$742,138
3,737 shares@ $198.6 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.02%
$573,437
51,063 shares@ $11.23 avg price
IOCTInnovator Etfs Trust
Recent Activity
New Position
0.01%
$494,992
16,079 shares@ $30.79 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.01%
$417,267
19,062 shares@ $21.89 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$276,801
5,601 shares@ $49.42 avg price
KOCTInnovator Etfs Trust
Recent Activity
New Position
0.01%
$198,160
6,527 shares@ $30.37 avg price
EOCTInnovator Etfs Trust
Recent Activity
New Position
0.01%
$198,123
7,372 shares@ $26.88 avg price