Portfolio (Quarterly)
Guide ↗
SIGNATUREFD, LLC
· CIK 0001456048| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | WDI | WESTERN ASSET DIVERSIFIED IN | Financial Services | 4,857 | $67K | 0.00% | SOLD |
| 22 | — | NEW GOLD INC CDA | — | 6,736 | $59K | 0.00% | SOLD |
| 23 | — | CONFLUENT INC | — | 1,594 | $48K | 0.00% | SOLD |
| 24 | BBJP | J P MORGAN EXCHANGE TRADED F | — | 643 | $42K | 0.00% | SOLD |
| 25 | — | DYNAVAX TECHNOLOGIES CORP | — | 2,654 | $41K | 0.00% | SOLD |
| 26 | JBND | J P MORGAN EXCHANGE TRADED F | — | 750 | $41K | 0.00% | SOLD |
| 27 | — | NUVEEN S&P 500 BUY-WRITE INC | — | 2,511 | $37K | 0.00% | SOLD |
| 28 | PLTK | PLAYTIKA HLDG CORP | Technology | 9,113 | $36K | 0.00% | SOLD |
| 29 | — | FRONTIER COMMUNICATIONS PARE | — | 908 | $35K | 0.00% | SOLD |
| 30 | BBCA | J P MORGAN EXCHANGE TRADED F | — | 348 | $32K | — | SOLD |
| 31 | — | HILLENBRAND INC | — | 903 | $29K | — | SOLD |
| 32 | MTRX | MATRIX SVC CO | Industrials | 2,219 | $26K | — | SOLD |
| 33 | — | NEWAMSTERDAM PHARMA COMPANY | — | 647 | $23K | — | SOLD |
| 34 | SOFI CALL | SOFI TECHNOLOGIES INC | Financial Services | 3,000 | $22K | — | SOLD |
| 35 | ROM | PROSHARES TR | — | 200 | $19K | — | SOLD |
| 36 | APEI | AMERICAN PUB ED INC | Consumer Defensive | 489 | $18K | — | SOLD |
| 37 | — | ISHARES TR | — | 405 | $18K | — | SOLD |
| 38 | — | ALEXANDER & BALDWIN INC NEW | — | 881 | $18K | — | SOLD |
| 39 | — | AVADEL PHARMACEUTICALS PLC | — | 843 | $18K | — | SOLD |
| 40 | — | TREEHOUSE FOODS INC | — | 717 | $17K | — | 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%