SAM
SignalPoint Asset Management Portfolio holdings
AUM
$411M
1-Year Return
23.8%
This Quarter Return
+3.54%
1 Year Return
+23.8%
3 Year Return
+35.97%
5 Year Return
+105.7%
10 Year Return
+226.92%
AUM
$228M
AUM Growth
+$6.74M
(+3%)
Cap. Flow
+$369K
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
36.15%
Holding
223
New
27
Increased
85
Reduced
85
Closed
4
Top Buys
| 1 |
First Trust Technology AlphaDEX Fund
FXL
|
$1.7M |
| 2 |
First Trust Financials AlphaDEX Fund
FXO
|
$1.07M |
| 3 |
O'Reilly Automotive
ORLY
|
$982K |
| 4 |
First Trust Health Care AlphaDEX Fund
FXH
|
$597K |
| 5 |
Wells Fargo
WFC
|
$466K |
Top Sells
Sector Composition
| 1 | Technology | 14.34% |
| 2 | Consumer Discretionary | 9.05% |
| 3 | Consumer Staples | 5.18% |
| 4 | Energy | 3.96% |
| 5 | Communication Services | 3.56% |
