SAM
SignalPoint Asset Management Portfolio holdings
AUM
$411M
This Quarter Return
+2.76%
1 Year Return
+23.8%
3 Year Return
+35.97%
5 Year Return
+105.7%
10 Year Return
+226.92%
AUM
$240M
AUM Growth
+$240M
(+2.7%)
Cap. Flow
+$1.4M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
34.82%
Holding
253
New
23
Increased
85
Reduced
88
Closed
17
Top Buys
Top Sells
| 1 |
First Trust Technology AlphaDEX Fund
FXL
|
$755K |
| 2 |
AGN
Allergan plc
AGN
|
$643K |
| 3 |
Broadcom
AVGO
|
$568K |
| 4 |
Cal-Maine
CALM
|
$542K |
| 5 |
American Airlines Group
AAL
|
$513K |
Sector Composition
| 1 | Technology | 15% |
| 2 | Consumer Discretionary | 9.78% |
| 3 | Consumer Staples | 5.74% |
| 4 | Energy | 4.38% |
| 5 | Communication Services | 3.88% |