Portfolio (Quarterly)
Guide ↗
SIGNATUREFD, LLC
· CIK 0001456048| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | SHOP CALL | SHOPIFY INC | Technology | 400 | $8K | — | SOLD |
| 62 | — | BEASLEY BROADCAST GROUP INC | — | 2,312 | $8K | — | SOLD |
| 63 | SDS | PROSHARES TR | — | 100 | $8K | — | SOLD |
| 64 | VRE | VERIS RESIDENTIAL INC | Real Estate | 386 | $7K | — | SOLD |
| 65 | — | ON24 INC | — | 887 | $7K | — | SOLD |
| 66 | SILJ CALL | AMPLIFY ETF TR | — | 2,500 | $7K | — | SOLD |
| 67 | FDBC | FIDELITY D & D BANCORP INC | Financial Services | 148 | $6K | — | SOLD |
| 68 | — | ENVIRI CORP | — | 311 | $6K | — | SOLD |
| 69 | SNCY | SUN CTRY AIRLS HLDGS INC | Industrials | 349 | $6K | — | SOLD |
| 70 | EZBC | FRANKLIN TEMPLETON DIGITAL H | Financial Services | 146 | $6K | — | SOLD |
| 71 | PLAY | DAVE & BUSTERS ENTMT INC | Communication Services | 509 | $6K | — | SOLD |
| 72 | RXST | RXSIGHT INC | Healthcare | 884 | $5K | — | SOLD |
| 73 | RVMD CALL | REVOLUTION MEDICINES INC | Healthcare | 100 | $5K | — | SOLD |
| 74 | HAFC | HANMI FINL CORP | Financial Services | 185 | $5K | — | SOLD |
| 75 | WT | WISDOMTREE INC | Financial Services | 320 | $5K | — | SOLD |
| 76 | GDEN | GOLDEN ENTMT INC | Consumer Cyclical | 173 | $5K | — | SOLD |
| 77 | MPB | MID PENN BANCORP INC | Financial Services | 143 | $5K | — | SOLD |
| 78 | NRDS | NERDWALLET INC | Financial Services | 431 | $4K | — | SOLD |
| 79 | — | SOLENO THERAPEUTICS INC | — | 131 | $4K | — | SOLD |
| 80 | EVCM | EVERCOMMERCE INC | Technology | 360 | $4K | — | SOLD |
Sector Allocation
Technology
34.9%
Financial Services
15.6%
Consumer Cyclical
10.8%
Industrials
8.2%
Healthcare
8.1%
Communication Services
8.0%
Consumer Defensive
4.8%
Energy
3.3%
Basic Materials
2.4%
Utilities
2.2%