SAM
SignalPoint Asset Management Portfolio holdings
AUM
$411M
1-Year Return
23.8%
This Quarter Return
-2.44%
1 Year Return
+23.8%
3 Year Return
+35.97%
5 Year Return
+105.7%
10 Year Return
+226.92%
AUM
$242M
AUM Growth
+$0
(0%)
Cap. Flow
-$933K
Cap. Flow
% of AUM
-0.39%
Top 10 Holdings %
Top 10 Hldgs %
35.63%
Holding
202
New
–
Increased
–
Reduced
3
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Starbucks
SBUX
|
$926K |
| 2 |
BP
BP
|
$5.17K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.53K |
Sector Composition
| 1 | Technology | 13.09% |
| 2 | Consumer Discretionary | 7.08% |
| 3 | Consumer Staples | 5.54% |
| 4 | Energy | 5% |
| 5 | Financials | 2.63% |
