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
SPGIS&p Global Inc Recent Activity Increased 0.99%	0.08%	$3.795M 7,347 shares@ $516.6 avg price	Increased 0.99%
SHELShell Plc Recent Activity Increased 0.88%	0.08%	$3.698M 56,076 shares@ $65.95 avg price	Increased 0.88%
SCHFSchwab Strategic Tr Recent Activity Increased 0.67%	0.08%	$3.694M 89,835 shares@ $41.12 avg price	Increased 0.67%
INTUIntuit Recent Activity Increased 2.4%	0.08%	$3.689M 5,940 shares@ $620.97 avg price	Increased 2.4%
ISRGIntuitive Surgical Inc Recent Activity Increased 3.27%	0.08%	$3.681M 7,493 shares@ $491.28 avg price	Increased 3.27%
GEGe Aerospace Recent Activity Increased 1.96%	0.07%	$3.627M 19,234 shares@ $188.59 avg price	Increased 1.96%
NOWServicenow Inc Recent Activity Increased 11.71%	0.07%	$3.533M 3,950 shares@ $894.36 avg price	Increased 11.71%
DHRDanaher Corporation Recent Activity Increased 1.11%	0.07%	$3.517M 12,650 shares@ $278.03 avg price	Increased 1.11%
PFEPfizer Inc Recent Activity Increased 4.06%	0.07%	$3.389M 117,087 shares@ $28.95 avg price	Increased 4.06%
GLDSpdr Gold Tr Recent Activity Increased 9.62%	0.07%	$3.387M 13,933 shares@ $243.06 avg price	Increased 9.62%