SAM
SignalPoint Asset Management Portfolio holdings
AUM
$411M
This Quarter Return
+3.39%
1 Year Return
+23.8%
3 Year Return
+35.97%
5 Year Return
+105.7%
10 Year Return
+226.92%
AUM
$233M
AUM Growth
+$233M
(+2.3%)
Cap. Flow
-$2.31M
Cap. Flow
% of AUM
-0.99%
Top 10 Holdings %
Top 10 Hldgs %
36.44%
Holding
242
New
23
Increased
110
Reduced
62
Closed
12
Top Buys
| 1 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$1.49M |
| 2 |
First Trust Technology AlphaDEX Fund
FXL
|
$744K |
| 3 |
HDS
HD Supply Holdings, Inc.
HDS
|
$583K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$568K |
| 5 |
Brunswick
BC
|
$540K |
Top Sells
Sector Composition
| 1 | Technology | 15.39% |
| 2 | Consumer Discretionary | 9.94% |
| 3 | Consumer Staples | 5.79% |
| 4 | Energy | 4.28% |
| 5 | Communication Services | 4.03% |
