SAM
SignalPoint Asset Management Portfolio holdings
AUM
$411M
This Quarter Return
-1.18%
1 Year Return
+23.8%
3 Year Return
+35.97%
5 Year Return
+105.7%
10 Year Return
+226.92%
AUM
$208M
AUM Growth
+$208M
(+0.65%)
Cap. Flow
+$4.97M
Cap. Flow
% of AUM
2.39%
Top 10 Holdings %
Top 10 Hldgs %
27.5%
Holding
216
New
14
Increased
106
Reduced
68
Closed
11
Top Buys
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
$1.87M |
| 2 |
United Fire Group
UFCS
|
$904K |
| 3 |
Progressive
PGR
|
$881K |
| 4 |
T-Mobile US
TMUS
|
$773K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$692K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 11.25% |
| 2 | Technology | 9.82% |
| 3 | Financials | 5.41% |
| 4 | Energy | 4.64% |
| 5 | Communication Services | 4.6% |
