test

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
WWayfair Inc
Recent Activity
Increased 56.39%
0.35%
$18.039M
321,098 shares@ $56.19 avg price
VTIVanguard Index Fds
Recent Activity
Increased 7.92%
0.34%
$17.378M
61,371 shares@ $283.17 avg price
EFXEquifax Inc
Recent Activity
Decreased -5.29%
0.33%
$17.218M
58,594 shares@ $293.87 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.17%
0.3%
$15.576M
73,867 shares@ $210.87 avg price
ICSHIshares Tr
Recent Activity
Decreased -5.67%
0.29%
$14.731M
290,333 shares@ $50.74 avg price
AVGOBroadcom Inc
Recent Activity
Increased 913.05%
0.26%
$13.624M
78,977 shares@ $172.51 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 6.34%
0.25%
$12.686M
21,696 shares@ $584.7 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.16%
0.23%
$12.037M
102,686 shares@ $117.23 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.18%
0.23%
$11.985M
148,418 shares@ $80.76 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -2.2%
0.22%
$11.028M
63,671 shares@ $173.2 avg price