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
ARLPAlliance Resource Partners L Recent Activity Exited	0%	$7,338 300 shares@ $24.46 avg price	Exited
EVBGEverbridge Inc Recent Activity Exited	0%	$6,998 200 shares@ $34.99 avg price	Exited
NVDLGraniteshares Etf Tr Recent Activity Exited	0%	$6,955 100 shares@ $69.55 avg price	Exited
BSMBlack Stone Minerals L P Recent Activity Exited	0%	$6,268 400 shares@ $15.67 avg price	Exited
BKLNInvesco Exch Traded Fd Tr Ii Recent Activity Exited	0%	$6,228 296 shares@ $21.05 avg price	Exited
CERTCertara Inc Recent Activity Exited	0%	$6,108 441 shares@ $13.86 avg price	Exited
TIPIshares Tr Recent Activity Exited	0%	$5,980 56 shares@ $106.79 avg price	Exited
UHGUnited Homes Group Inc Recent Activity Exited	0%	$5,690 1,000 shares@ $5.69 avg price	Exited
MCBCMacatawa Bk Corp Recent Activity Exited	0%	$5,533 379 shares@ $14.6 avg price	Exited
JRVRJames Riv Group Ltd Recent Activity Exited	0%	$5,079 657 shares@ $7.74 avg price	Exited