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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.02%
0.75%
$39.162M
68,255 shares@ $573.77 avg price
KOCoca Cola Co
Recent Activity
Decreased -2.44%
0.73%
$38.232M
532,041 shares@ $71.87 avg price
IEMGIshares Inc
Recent Activity
Decreased -4.91%
0.72%
$37.767M
657,847 shares@ $57.42 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.67%
0.68%
$35.621M
214,780 shares@ $165.86 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.73%
0.62%
$32.405M
70,406 shares@ $460.27 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.3%
0.61%
$31.657M
55,302 shares@ $572.45 avg price
IVVIshares Tr
Recent Activity
Decreased -0.2%
0.58%
$30.13M
52,234 shares@ $576.83 avg price
TSLATesla Inc
Recent Activity
Decreased -1.11%
0.51%
$26.737M
102,195 shares@ $261.63 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.01%
0.44%
$22.879M
25,825 shares@ $885.94 avg price
HDHome Depot Inc
Recent Activity
Decreased -2.58%
0.38%
$19.486M
48,090 shares@ $405.2 avg price