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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
IWDIshares Tr
Recent Activity
Decreased -2.52%
0.11%
$5.393M
28,412 shares@ $189.81 avg price
DISDisney Walt Co
Recent Activity
Decreased -4.65%
0.11%
$5.325M
55,357 shares@ $96.19 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 1.14%
0.11%
$5.302M
8,571 shares@ $618.6 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.27%
0.1%
$5.21M
45,696 shares@ $114.02 avg price
CRMSalesforce Inc
Recent Activity
Increased 4.65%
0.1%
$5.164M
18,865 shares@ $273.72 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 8.54%
0.1%
$5.131M
99,174 shares@ $51.75 avg price
PEPPepsico Inc
Recent Activity
Decreased -4.06%
0.1%
$5.076M
29,851 shares@ $170.05 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.78%
0.1%
$5.038M
94,671 shares@ $53.22 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -3.18%
0.1%
$4.964M
16,301 shares@ $304.52 avg price
NEENextera Energy Inc
Recent Activity
Decreased -7.42%
0.1%
$4.958M
58,657 shares@ $84.54 avg price