Portfolio (Quarterly)
Guide ↗
SIGNATUREFD, LLC
· CIK 0001456048| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | KOPN | KOPIN CORP | Technology | 222 | $519.0 | — | SOLD |
| 122 | MAX | MEDIAALPHA INC | Communication Services | 39 | $505.0 | — | SOLD |
| 123 | KOPN CALL | KOPIN CORP | Technology | 10,000 | $500.0 | — | SOLD |
| 124 | UTI | UNIVERSAL TECHNICAL INST INC | Consumer Defensive | 19 | $496.0 | — | SOLD |
| 125 | NUTX | NUTEX HEALTH INC | Healthcare | 3 | $494.0 | — | SOLD |
| 126 | EBND | SPDR SERIES TRUST | — | 23 | $492.0 | — | SOLD |
| 127 | TDUP | THREDUP INC | Consumer Cyclical | 75 | $479.0 | — | SOLD |
| 128 | PSNL | PERSONALIS INC | Healthcare | 57 | $454.0 | — | SOLD |
| 129 | — | AGILON HEALTH INC | — | 615 | $424.0 | — | SOLD |
| 130 | LAB | STANDARD BIOTOOLS INC | Healthcare | 317 | $406.0 | — | SOLD |
| 131 | LRMR | LARIMAR THERAPEUTICS INC | Healthcare | 105 | $400.0 | — | SOLD |
| 132 | — | BETTER HOME & FINANCE HOLDIN | — | 12 | $391.0 | — | SOLD |
| 133 | — | ASTRIA THERAPEUTICS INC | — | 20 | $262.0 | — | SOLD |
| 134 | BLDP | BALLARD PWR SYS INC NEW | Industrials | 100 | $254.0 | — | SOLD |
| 135 | EOLS | EVOLUS INC | Healthcare | 37 | $246.0 | — | SOLD |
| 136 | EFC | ELLINGTON FINANCIAL INC | Real Estate | 17 | $231.0 | — | SOLD |
| 137 | HYLB | DBX ETF TR | — | 5 | $184.0 | — | SOLD |
| 138 | — | AMERICAN BITCOIN CORP. | — | 100 | $170.0 | — | SOLD |
| 139 | NBTB | NBT BANCORP INC | Financial Services | 4 | $166.0 | — | SOLD |
| 140 | RFG | INVESCO EXCHANGE TRADED FD T | — | 1 | $52.0 | — | 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%