SAM
SignalPoint Asset Management Portfolio holdings
AUM
$411M
1-Year Est. Return
23.8%
1 Year Est. Return
+23.8%
AUM
$411M
AUM Growth
-$17.5M
(-4.1%)
Holding
278
Top Buys
| 1 | +$5.93M | |
| 2 | +$3.38M | |
| 3 | +$2.18M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$2M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.15M |
Top Sells
| 1 | +$21.7M | |
| 2 | +$2.69M | |
| 3 | +$1.81M | |
| 4 |
First Trust Large Cap Value AlphaDEX Fund
FTA
|
+$1.29M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
+$1.29M |
Sector Composition
| 1 | Consumer Discretionary | 18.34% |
| 2 | Technology | 16.72% |
| 3 | Consumer Staples | 3.64% |
| 4 | Financials | 3.13% |
| 5 | Communication Services | 3.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.7B
| – | – |
-10,822
|
|
||
277
Weyerhaeuser
WY
$15.9B
| – | – |
-6,880
|
|
||
278
Yum! Brands
YUM
$41.8B
| – | – |
-1,458
|
|