Katie Amy

@Signaturefd, Llc

Latest period2024 - Q3

Reported2mo 29d ago

Managed Assets$5.25B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BNDVanguard Bd Index Fds Recent Activity Increased 10.89%	1.19%	$62.095M 826,720 shares@ $75.12 avg price	Increased 10.89%
AMZNAmazon Com Inc Recent Activity Increased 0.46%	0.93%	$48.419M 263,711 shares@ $183.61 avg price	Increased 0.46%
BRK.BBerkshire Hathaway Inc Del Recent Activity Increased 0.73%	0.62%	$32.405M 70,406 shares@ $460.27 avg price	Increased 0.73%
WWayfair Inc Recent Activity Increased 56.39%	0.35%	$18.039M 321,098 shares@ $56.19 avg price	Increased 56.39%
VTIVanguard Index Fds Recent Activity Increased 7.92%	0.34%	$17.378M 61,371 shares@ $283.17 avg price	Increased 7.92%
AVGOBroadcom Inc Recent Activity Increased 913.05%	0.26%	$13.624M 78,977 shares@ $172.51 avg price	Increased 913.05%
UNHUnitedhealth Group Inc Recent Activity Increased 6.34%	0.25%	$12.686M 21,696 shares@ $584.7 avg price	Increased 6.34%
COSTCostco Whsl Corp New Recent Activity Increased 0.16%	0.21%	$11.01M 12,419 shares@ $886.53 avg price	Increased 0.16%
MAMastercard Incorporated Recent Activity Increased 1.02%	0.2%	$10.435M 21,133 shares@ $493.8 avg price	Increased 1.02%
TSMTaiwan Semiconductor Mfg Ltd Recent Activity Increased 1.18%	0.2%	$10.297M 59,289 shares@ $173.67 avg price	Increased 1.18%