SAM
SignalPoint Asset Management Portfolio holdings
AUM
$411M
This Quarter Return
+20.49%
1 Year Return
+23.8%
3 Year Return
+35.97%
5 Year Return
+105.7%
10 Year Return
+226.92%
AUM
$222M
AUM Growth
+$222M
(+17%)
Cap. Flow
-$2.65M
Cap. Flow
% of AUM
-1.19%
Top 10 Holdings %
Top 10 Hldgs %
36.55%
Holding
191
New
19
Increased
65
Reduced
83
Closed
8
Top Buys
Top Sells
| 1 |
Amazon
AMZN
|
$2.22M |
| 2 |
Alerian MLP ETF
AMLP
|
$851K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$735K |
| 4 |
First Trust US Equity Opportunities ETF
FPX
|
$691K |
| 5 |
Microsoft
MSFT
|
$507K |
Sector Composition
| 1 | Consumer Discretionary | 13.44% |
| 2 | Technology | 11.93% |
| 3 | Communication Services | 3.4% |
| 4 | Consumer Staples | 3.24% |
| 5 | Healthcare | 2.78% |
