Portfolio (Quarterly)
Guide ↗
SIGNATUREFD, LLC
· CIK 0001456048| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 65,776 | $6.0M | 0.09% | SOLD |
| 2 | — | CYBERARK SOFTWARE LTD | — | 1,556 | $694K | 0.01% | SOLD |
| 3 | — | COMERICA INC | — | 4,169 | $362K | 0.01% | SOLD |
| 4 | EWI | ISHARES INC | — | 5,800 | $315K | 0.01% | SOLD |
| 5 | — | SYNOVUS FINL CORP | — | 5,388 | $270K | 0.00% | SOLD |
| 6 | — | CIVITAS RESOURCES INC | — | 9,219 | $250K | 0.00% | SOLD |
| 7 | — | EXACT SCIENCES CORP | — | 2,346 | $238K | 0.00% | SOLD |
| 8 | EWP | ISHARES INC | — | 3,925 | $212K | 0.00% | SOLD |
| 9 | — | GUESS INC | — | 12,241 | $205K | 0.00% | SOLD |
| 10 | — | CADENCE BANK | — | 4,749 | $203K | 0.00% | SOLD |
| 11 | — | TEGNA INC | — | 10,444 | $203K | 0.00% | SOLD |
| 12 | IWV | ISHARES TR | — | 446 | $173K | 0.00% | SOLD |
| 13 | GMUB | GOLDMAN SACHS ETF TR | — | 2,653 | $136K | 0.00% | SOLD |
| 14 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 1,989 | $130K | 0.00% | SOLD |
| 15 | CGMU | CAPITAL GRP FIXED INCM ETF T | — | 4,551 | $125K | 0.00% | SOLD |
| 16 | — | PLYMOUTH INDL REIT INC | — | 5,546 | $121K | 0.00% | SOLD |
| 17 | — | AVIDITY BIOSCIENCES INC | — | 1,361 | $98K | 0.00% | SOLD |
| 18 | — | CUREVAC N V | — | 21,623 | $98K | 0.00% | SOLD |
| 19 | — | MIDWESTONE FINL GROUP INC NE | — | 2,124 | $82K | 0.00% | SOLD |
| 20 | — | DAYFORCE INC | — | 1,132 | $78K | 0.00% | 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%