Portfolio (Quarterly)
Guide ↗
SIGNATUREFD, LLC
· CIK 0001456048| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | TIC | TIC SOLUTIONS INC | Industrials | 432 | $4K | — | SOLD |
| 62 | — | POTLATCHDELTIC CORPORATION | — | 105 | $4K | — | SOLD |
| 63 | WAFD | WAFD INC | Financial Services | 113 | $4K | — | SOLD |
| 64 | TSLZ | ETF OPPORTUNITIES TRUST | — | 300 | $4K | — | SOLD |
| 65 | — | PATHWARD FINANCIAL INC | — | 50 | $4K | — | SOLD |
| 66 | — | TIDAL TRUST II | — | 150 | $3K | — | SOLD |
| 67 | — | ANYWHERE REAL ESTATE INC | — | 235 | $3K | — | SOLD |
| 68 | CLLS | CELLECTIS S A | Healthcare | 662 | $3K | — | SOLD |
| 69 | LABD | DIREXION SHS ETF TR | — | 150 | $3K | — | SOLD |
| 70 | TLH | ISHARES TR | — | 31 | $3K | — | SOLD |
| 71 | — | MIDDLEFIELD BANC CORP | — | 89 | $3K | — | SOLD |
| 72 | — | SEMLER SCIENTIFIC INC | — | 200 | $3K | — | SOLD |
| 73 | DCTH | DELCATH SYS INC | Healthcare | 300 | $3K | — | SOLD |
| 74 | — | REV GROUP INC | — | 47 | $3K | — | SOLD |
| 75 | GLL | PROSHARES TR II | Financial Services | 100 | $3K | — | SOLD |
| 76 | — | SCHWAB STRATEGIC TR | — | 101 | $3K | — | SOLD |
| 77 | FNLC | FIRST BANCORP INC ME | Financial Services | 83 | $2K | — | SOLD |
| 78 | LPTH | LIGHTPATH TECHNOLOGIES INC | Technology | 200 | $2K | — | SOLD |
| 79 | — | PROSHARES TR II | — | 400 | $2K | — | SOLD |
| 80 | — | OLYMPIC STEEL INC | — | 49 | $2K | — | 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%