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
IBDTIshares Tr Recent Activity Exited	0%	$24,770 1,000 shares@ $24.77 avg price	Exited
SYLDCambria Etf Tr Recent Activity Exited	0%	$23,898 350 shares@ $68.28 avg price	Exited
IBDSIshares Tr Recent Activity Exited	0%	$23,730 1,000 shares@ $23.73 avg price	Exited
SCHRSchwab Strategic Tr Recent Activity Exited	0%	$22,678 465 shares@ $48.77 avg price	Exited
IBDUIshares Tr Recent Activity Exited	0%	$22,670 1,000 shares@ $22.67 avg price	Exited
OGSRWOverseas Shipholding Group I Recent Activity Exited	0%	$22,480 2,651 shares@ $8.48 avg price	Exited
NWLINational Westn Life Group In Recent Activity Exited	0%	$22,362 45 shares@ $496.94 avg price	Exited
WIREEncore Wire Corp Recent Activity Exited	0%	$20,868 72 shares@ $289.84 avg price	Exited
EBNDSpdr Ser Tr Recent Activity Exited	0%	$20,427 1,027 shares@ $19.89 avg price	Exited
SIRISirius Xm Holdings Inc Recent Activity Exited	0%	$20,388 7,204 shares@ $2.84 avg price	Exited