SAM
SignalPoint Asset Management Portfolio holdings
AUM
$411M
This Quarter Return
+2.84%
1 Year Return
+23.8%
3 Year Return
+35.97%
5 Year Return
+105.7%
10 Year Return
+226.92%
AUM
$374M
AUM Growth
+$374M
(+2.9%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
40.01%
Holding
269
New
22
Increased
82
Reduced
119
Closed
12
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$6.79M |
| 2 |
NVIDIA
NVDA
|
$5.15M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.76M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$2.4M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$2.31M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 17.69% |
| 2 | Technology | 16.06% |
| 3 | Consumer Staples | 3.4% |
| 4 | Communication Services | 3.06% |
| 5 | Financials | 2.84% |
