Portfolio (Quarterly)
Guide ↗
SIGNATUREFD, LLC
· CIK 0001456048| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | CVGW | CALAVO GROWERS INC | Consumer Defensive | 98 | $3K | — | SOLD |
| 102 | PCN | PIMCO CORPORATE & INCM STRG | Financial Services | 210 | $2K | — | SOLD |
| 103 | CTMX | CYTOMX THERAPEUTICS INC | Healthcare | 529 | $2K | — | SOLD |
| 104 | OCGN | OCUGEN INC | Healthcare | 1,355 | $2K | — | SOLD |
| 105 | PTY | PIMCO CORPORATE & INCOME OPP | Financial Services | 200 | $2K | — | SOLD |
| 106 | — | FUBOTV INC | — | 254 | $2K | — | SOLD |
| 107 | LZ | LEGALZOOM COM INC | Industrials | 383 | $2K | — | SOLD |
| 108 | YRD | YIREN DIGITAL LTD | Financial Services | 1,229 | $2K | — | SOLD |
| 109 | — | STRIVE INC | — | 210 | $2K | — | SOLD |
| 110 | KIDS | ORTHOPEDIATRICS CORP | Healthcare | 128 | $2K | — | SOLD |
| 111 | — | ZYMEWORKS INC | — | 77 | $2K | — | SOLD |
| 112 | OI | O-I GLASS INC | Consumer Cyclical | 176 | $2K | — | SOLD |
| 113 | — | BENITEC BIOPHARMA INC | — | 170 | $2K | — | SOLD |
| 114 | FOXF | FOX FACTORY HLDG CORP | Consumer Cyclical | 110 | $2K | — | SOLD |
| 115 | OIS | OIL STS INTL INC | Energy | 153 | $2K | — | SOLD |
| 116 | SPTL | SPDR SERIES TRUST | — | 61 | $2K | — | SOLD |
| 117 | SVC | SERVICE PPTYS TR | Real Estate | 1,180 | $2K | — | SOLD |
| 118 | ALIT | ALIGHT INC | Technology | 2,719 | $2K | — | SOLD |
| 119 | SPBO | SPDR SERIES TRUST | — | 54 | $2K | — | SOLD |
| 120 | PDI | PIMCO DYNAMIC INCOME FD | Financial Services | 85 | $1K | — | 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%