SAM

SignalPoint Asset Management Portfolio holdings

AUM $411M
1-Year Est. Return 23.8%
This Quarter Est. Return
1 Year Est. Return
+23.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$637K
3 +$510K
4
AMD icon
Advanced Micro Devices
AMD
+$323K
5
LIN icon
Linde
LIN
+$257K

Sector Composition

1 Consumer Discretionary 17.39%
2 Technology 16.81%
3 Financials 4.09%
4 Consumer Staples 3.06%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$37K 0.01%
13,880
+116
227
$1K ﹤0.01%
110
228
-5,649
229
-3,171