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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
ACWIIshares Tr
Recent Activity
Increased 0.32%
0.07%
$3.255M
27,224 shares@ $119.55 avg price
UNPUnion Pac Corp
Recent Activity
Increased 4.66%
0.07%
$3.244M
13,161 shares@ $246.48 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 0.7%
0.07%
$3.227M
48,516 shares@ $66.52 avg price
RYRoyal Bk Cda
Recent Activity
Increased 5.59%
0.07%
$3.213M
25,759 shares@ $124.74 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 1.51%
0.06%
$3.065M
29,421 shares@ $104.18 avg price
VZVerizon Communications Inc
Recent Activity
Increased 10.09%
0.06%
$2.944M
65,562 shares@ $44.91 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 4.83%
0.06%
$2.939M
25,000 shares@ $117.55 avg price
CDNSCadence Design System Inc
Recent Activity
Increased 4.3%
0.06%
$2.929M
10,808 shares@ $271.04 avg price
CMCSAComcast Corp New
Recent Activity
Increased 2.39%
0.06%
$2.891M
69,201 shares@ $41.78 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 1.71%
0.06%
$2.866M
4,904 shares@ $584.53 avg price