Portfolio (Quarterly)
Guide ↗
SIGNATUREFD, LLC
· CIK 0001456048| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | — | TIDAL TRUST II | — | 400 | $2K | — | SOLD |
| 82 | JBI | JANUS INTERNATIONAL GROUP IN | Industrials | 313 | $2K | — | SOLD |
| 83 | BIV | VANGUARD BD INDEX FDS | — | 25 | $2K | — | SOLD |
| 84 | SCHR | SCHWAB STRATEGIC TR | — | 76 | $2K | — | SOLD |
| 85 | BFC | BANK FIRST CORP | Financial Services | 15 | $2K | — | SOLD |
| 86 | ALT | ALTIMMUNE INC | Healthcare | 490 | $2K | — | SOLD |
| 87 | NFE | NEW FORTRESS ENERGY INC | Utilities | 1,517 | $2K | — | SOLD |
| 88 | DAVA | ENDAVA PLC | Technology | 273 | $2K | — | SOLD |
| 89 | — | MECHANICS BANCORP | — | 112 | $2K | — | SOLD |
| 90 | SIBN | SI-BONE INC | Healthcare | 82 | $2K | — | SOLD |
| 91 | CBU | COMMUNITY FINANCIAL SYSTEM I | Financial Services | 28 | $2K | — | SOLD |
| 92 | BCBP | BCB BANCORP INC | Financial Services | 196 | $2K | — | SOLD |
| 93 | SFNC | SIMMONS 1ST NATL CORP | Financial Services | 82 | $2K | — | SOLD |
| 94 | BRBS | BLUE RIDGE BANKSHARES INC VA | Financial Services | 360 | $2K | — | SOLD |
| 95 | WLY | WILEY JOHN & SONS INC | Communication Services | 50 | $2K | — | SOLD |
| 96 | SMHX | VANECK ETF TRUST | — | 40 | $2K | — | SOLD |
| 97 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 130 | $1K | — | SOLD |
| 98 | OSG | OCTAVE SPECIALTY GROUP INC | Financial Services | 180 | $1K | — | SOLD |
| 99 | AMPX | AMPRIUS TECHNOLOGIES INC | Industrials | 172 | $1K | — | SOLD |
| 100 | CLFD | CLEARFIELD INC | Technology | 43 | $1K | — | SOLD |
Sector Allocation
Technology
31.3%
Financial Services
16.0%
Consumer Cyclical
10.8%
Communication Services
8.6%
Healthcare
8.4%
Industrials
8.2%
Consumer Defensive
5.6%
Energy
4.3%
Basic Materials
2.6%
Utilities
2.4%