Fund Universe

Triumph Capital Management

CIK 0001730765 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.195
AUM ($M)
552
Positions
1861
Turnover
0.11
Top-10 wt
18%
Herfindahl
0.008
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 500 of 1934 positions (showing top 500 by weight) · portfolio value $552M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › APPLE INC TRIM 3.5% +0.0% 19.5 67,510 -32 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 2.0% -0.1% 11.1 14,859 -854 5
RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM 1.9% +0.1% 10.6 130,845 -911 5
FIXD funds › FIRST TR EXCHNG TRADED FD VI TRIM 1.8% -0.3% 9.9 228,135 -5,683 5
VFLO funds › VICTORY PORTFOLIOS II ADD 1.6% +0.8% 8.6 188,512 +88,320 5
FTCS funds › FIRST TR EXCHANGE-TRADED FD ADD 1.5% -0.2% 8.5 90,805 +505 5
BND funds › VANGUARD BD INDEX FDS ADD 1.5% -0.1% 8.3 113,427 +8,910 5
DFSD funds › DIMENSIONAL ETF TRUST ADD 1.5% -0.1% 8.3 172,820 +8,699 3
IVV funds › ISHARES TR TRIM 1.5% -0.0% 8.2 10,923 -393 5
FTSM funds › FIRST TR EXCHANGE-TRADED FD TRIM 1.5% -0.4% 8.1 135,522 -16,802 5
QQQ funds › INVESCO QQQ TR TRIM 1.4% +0.1% 7.9 10,734 -671 5
SDVY funds › FIRST TR EXCHANGE TRADED FD TRIM 1.4% -0.2% 7.8 180,465 -26,009 5
USIG funds › ISHARES TR ADD 1.4% -0.1% 7.5 145,500 +10,038 5
SFLR funds › INNOVATOR ETFS TRUST ADD 1.3% -0.0% 7.2 186,151 +4,774 5
TLT funds › ISHARES TR ADD 1.2% -0.0% 6.8 78,997 +6,508 5
LMBS funds › FIRST TR EXCHANGE-TRADED FD TRIM 1.2% -0.2% 6.7 135,124 -5,123 5
FEX funds › FIRST TR EXCHANGE-TRADED ALP TRIM 1.2% -0.1% 6.5 46,672 -5,112 5
JPST funds › J P MORGAN EXCHANGE TRADED F TRIM 1.1% -0.1% 6.2 122,061 -348 5
UCON funds › FIRST TR EXCHNG TRADED FD VI ADD 1.1% +0.1% 6.0 241,682 +48,998 3
FPE funds › FIRST TR EXCH TRADED FD III ADD 1.1% -0.1% 5.8 326,283 +16,365 4
NVDA funds › NVIDIA CORPORATION TRIM 1.0% -0.2% 5.8 28,759 -4,836 5
AMZN funds › AMAZON COM INC TRIM 1.0% -0.2% 5.3 22,299 -5,742 5
QFLR funds › INNOVATOR ETFS TRUST ADD 1.0% +0.0% 5.3 144,096 +6,489 5
IWM funds › ISHARES TR TRIM 0.9% -0.2% 5.1 16,870 -4,709 5
JPM funds › JPMORGAN CHASE & CO TRIM 0.9% -0.1% 5.0 15,336 -1,537 5
IWR funds › ISHARES TR TRIM 0.9% -0.3% 4.8 43,905 -16,097 5
MSFT funds › MICROSOFT CORP ADD 0.9% -0.1% 4.8 12,758 +155 5
ZALT funds › INNOVATOR ETFS TRUST TRIM 0.9% -0.1% 4.7 139,149 -4,899 5
QUAL funds › ISHARES TR TRIM 0.8% -0.1% 4.2 19,290 -2,005 5
IGV funds › ISHARES TR TRIM 0.7% -0.4% 4.1 45,601 -22,567 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.7% -0.1% 4.0 7,943 -968 5
CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.7% +0.1% 3.8 42,166 -4,694 5
WFC funds › WELLS FARGO & CO ADD 0.7% -0.0% 3.7 44,682 +347 5
LLY funds › ELI LILLY & CO ADD 0.7% +0.2% 3.6 3,038 +673 5
AIRR funds › FIRST TR EXCHANGE TRADED FD ADD 0.6% +0.1% 3.4 25,690 +4,602 4
SFLO funds › VICTORY PORTFOLIOS II ADD 0.6% +0.5% 3.3 97,751 +85,044 4
SPYM funds › SPDR SERIES TRUST ADD 0.6% +0.1% 3.3 37,615 +3,820 4
META funds › META PLATFORMS INC ADD 0.6% +0.1% 3.2 5,767 +1,938 5
GRID funds › FIRST TR EXCHANGE-TRADED FD ADD 0.6% +0.1% 3.2 16,723 +3,030 4
DFUV funds › DIMENSIONAL ETF TRUST ADD 0.6% +0.0% 3.2 57,405 +12 3
MU funds › MICRON TECHNOLOGY INC TRIM 0.6% +0.3% 3.1 2,681 -990 5
SPYI funds › NEOS ETF TRUST TRIM 0.6% -0.0% 3.1 58,130 -1,044 5
SOFI funds › SOFI TECHNOLOGIES INC ADD 0.5% +0.1% 2.8 155,460 +15,505 5
KHPI funds › MANAGED PORTFOLIO SER ADD 0.5% -0.0% 2.8 107,949 +2,255 5
DFAS funds › DIMENSIONAL ETF TRUST ADD 0.5% +0.0% 2.7 32,426 +1,882 3
DFIV funds › DIMENSIONAL ETF TRUST ADD 0.5% +0.0% 2.6 48,929 +4,972 3
JEPI funds › J P MORGAN EXCHANGE TRADED F ADD 0.5% +0.0% 2.6 45,894 +6,148 5
MOAT funds › VANECK ETF TRUST ADD 0.5% -0.0% 2.5 24,326 +537 5
TLTW funds › ISHARES TR ADD 0.5% +0.0% 2.5 111,429 +21,116 5
FDL funds › FIRST TR EXCHANGE-TRADED FD ADD 0.4% -0.0% 2.4 49,613 +6,634 5
JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD 0.4% +0.0% 2.4 38,878 +1,742 5
RIVN funds › RIVIAN AUTOMOTIVE INC ADD 0.4% +0.1% 2.3 132,219 +18,492 5
GFLW funds › VICTORY PORTFOLIOS II ADD 0.4% +0.3% 2.3 66,395 +51,902 4
VT funds › VANGUARD INTL EQUITY INDEX F ADD 0.4% +0.2% 2.3 14,408 +8,137 4
BALT funds › INNOVATOR ETFS TRUST ADD 0.4% +0.0% 2.3 65,919 +10,611 5
RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD 0.4% +0.0% 2.2 73,215 +2,634 5
VPLS funds › VANGUARD MALVERN FDS TRIM 0.4% -0.1% 2.1 27,666 -3,635 5
DIA funds › STATE STR SPDR DOW JONES IND TRIM 0.4% -0.0% 2.1 4,050 -19 5
JTEK funds › J P MORGAN EXCHANGE TRADED F TRIM 0.4% +0.0% 2.0 18,028 -3,224 5
MXL funds › MAXLINEAR INC NEW 0.4% +0.4% 2.0 15,592 +15,592 1
DFEV funds › DIMENSIONAL ETF TRUST ADD 0.4% +0.0% 1.9 45,375 +2,299 3
TSLA funds › TESLA INC ADD 0.3% +0.0% 1.9 4,541 +500 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.3% -0.1% 1.9 13,873 +2,112 5
QQQM funds › INVESCO EXCH TRADED FD TR II ADD 0.3% +0.2% 1.9 6,208 +2,477 4
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.3% +0.0% 1.9 3,235 -3,966 5
SGOV funds › ISHARES TR ADD 0.3% +0.0% 1.9 18,611 +3,480 5
DISV funds › DIMENSIONAL ETF TRUST ADD 0.3% -0.0% 1.8 45,750 +4,180 3
GPIQ funds › GOLDMAN SACHS ETF TR ADD 0.3% +0.0% 1.8 30,567 +1,802 3
GOOGL funds › ALPHABET INC ADD 0.3% +0.1% 1.8 5,068 +381 5
NLY funds › ANNALY CAPITAL MANAGEMENT IN TRIM 0.3% -0.0% 1.8 80,902 -1,220 5
GM funds › GENERAL MTRS CO ADD 0.3% +0.0% 1.8 23,280 +4,611 4
TSPY funds › ETF OPPORTUNITIES TRUST ADD 0.3% +0.0% 1.8 70,290 +3,605 4
DFAT funds › DIMENSIONAL ETF TRUST ADD 0.3% +0.0% 1.8 25,110 +1,051 3
KNG funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.3% -0.3% 1.7 34,590 -26,717 5
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.3% +0.3% 1.7 9,949 +9,949 1
VOO funds › VANGUARD INDEX FDS TRIM 0.3% +0.0% 1.7 2,414 -19 5
AON funds › AON PLC ADD 0.3% -0.0% 1.6 4,953 +1 5
FTHI funds › FIRST TR EXCHANGE TRADED FD ADD 0.3% -0.0% 1.6 67,475 +3,401 3
VTI funds › VANGUARD INDEX FDS TRIM 0.3% -0.2% 1.6 4,287 -2,643 5
MELI funds › MERCADOLIBRE INC ADD 0.3% -0.0% 1.6 915 +72 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.3% +0.2% 1.5 5,444 +3,867 5
FPX funds › FIRST TR EXCHANGE-TRADED FD ADD 0.3% +0.2% 1.5 7,321 +3,932 5
NBIS funds › NEBIUS GROUP N.V. ADD 0.3% +0.3% 1.5 5,461 +5,408 4
VBIL funds › VANGUARD INSTL INDEX FD ADD 0.3% +0.0% 1.5 19,664 +3,866 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.3% -0.3% 1.5 12,721 -6,649 5
OMF funds › ONEMAIN HLDGS INC ADD 0.3% +0.0% 1.5 24,266 +2,940 4
HTGC funds › HERCULES CAPITAL INC ADD 0.3% +0.0% 1.5 92,379 +10,517 4
FNX funds › FIRST TR EXCHANGE-TRADED ALP ADD 0.3% +0.0% 1.5 9,945 +504 4
PFE funds › PFIZER INC ADD 0.3% -0.1% 1.4 60,207 +3,798 5
ORCL funds › ORACLE CORP TRIM 0.3% -0.1% 1.4 9,840 -1,425 5
BKLN funds › INVESCO EXCH TRADED FD TR II ADD 0.3% -0.0% 1.4 69,264 +7,056 5
NJAN funds › INNOVATOR ETFS TRUST TRIM 0.3% -0.1% 1.4 23,471 -6,570 5
JPIE funds › J P MORGAN EXCHANGE TRADED F TRIM 0.2% -0.0% 1.4 29,769 -955 5
CUSIP:33740F516 funds › FIRST TR EXCHNG TRADED FD VI ADD 0.2% -0.0% 1.4 30,328 +156 5
CHPY funds › TIDAL TRUST II NEW 0.2% +0.2% 1.3 15,308 +15,308 1
PG funds › PROCTER & GAMBLE CO TRIM 0.2% -0.1% 1.3 9,178 -2,178 5
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.2% -0.0% 1.3 1,907 -203 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.2% +0.1% 1.3 18,266 +5,607 5
CLOA funds › BLACKROCK ETF TRUST II ADD 0.2% -0.0% 1.3 25,029 +943 5
FYX funds › FIRST TR EXCHANGE-TRADED ALP TRIM 0.2% -0.0% 1.3 9,001 -2,300 5
PDO funds › PIMCO DYNAMIC INCOME OPRNTS ADD 0.2% -0.0% 1.3 96,752 +7,118 5
RYLD funds › GLOBAL X FDS ADD 0.2% -0.0% 1.3 79,978 +2,735 5
WCMI funds › FIRST TR EXCHANGE-TRADED FD HOLD 0.2% +0.0% 1.3 65,000 +0 5
MAGS funds › LISTED FDS TR TRIM 0.2% -0.0% 1.3 19,546 -182 5
QYLD funds › GLOBAL X FDS ADD 0.2% +0.0% 1.3 67,897 +4,917 5
QCOM funds › QUALCOMM INC TRIM 0.2% -0.1% 1.2 6,636 -6,060 4
IFLO funds › VICTORY PORTFOLIOS II NEW 0.2% +0.2% 1.2 36,870 +36,870 1
FN funds › FABRINET ADD 0.2% +0.1% 1.2 2,162 +672 2
CEFS funds › EXCHANGE LISTED FDS TR ADD 0.2% +0.0% 1.2 46,694 +1,410 5
ELDN funds › ELEDON PHARMACEUTICALS INC NEW 0.2% +0.2% 1.2 303,443 +303,443 1
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.2% -0.0% 1.2 20,678 +634 5
SKYY funds › FIRST TR EXCHANGE-TRADED FD ADD 0.2% +0.0% 1.2 8,808 +19 5
CRWV funds › COREWEAVE INC ADD 0.2% +0.1% 1.2 11,868 +6,459 4
NOW funds › SERVICENOW INC ADD 0.2% -0.0% 1.2 11,671 +1,630 4
CPNG funds › COUPANG INC TRIM 0.2% -0.1% 1.1 64,804 -16,184 5
SPEM funds › SPDR INDEX SHS FDS TRIM 0.2% -0.0% 1.1 21,678 -220 5
RVT funds › ROYCE SMALL CAP TRUST INC ADD 0.2% +0.0% 1.1 60,025 +2,755 5
FGD funds › FIRST TR EXCHANGE-TRADED FD ADD 0.2% -0.0% 1.1 33,211 +893 5
NBSD funds › NEUBERGER BERMAN ETF TRUST ADD 0.2% +0.0% 1.0 20,148 +3,171 2
ECO funds › OKEANIS ECO TANKERS COR ADD 0.2% -0.0% 1.0 20,112 +312 5
CRWD funds › CROWDSTRIKE HLDGS INC TRIM 0.2% +0.1% 1.0 1,319 -92 5
NLR funds › VANECK ETF TRUST ADD 0.2% +0.1% 1.0 8,675 +4,655 5
HQH funds › ABRDN HEALTHCARE INVESTORS ADD 0.2% +0.0% 1.0 45,512 +567 5
GDEC funds › FIRST TR EXCHNG TRADED FD VI HOLD 0.2% -0.0% 1.0 25,000 +0 3
PYPL funds › PAYPAL HLDGS INC TRIM 0.2% -0.1% 1.0 22,829 -9,870 5
INTC funds › INTEL CORP TRIM 0.2% +0.1% 1.0 7,026 -2,199 5
XYLD funds › GLOBAL X FDS ADD 0.2% +0.0% 1.0 23,925 +2,284 5
UNOV funds › INNOVATOR ETFS TRUST ADD 0.2% +0.0% 1.0 23,944 +1,763 3
IQLT funds › ISHARES TR TRIM 0.2% -0.1% 0.9 19,159 -10,578 5
PFFD funds › GLOBAL X FDS ADD 0.2% -0.0% 0.9 50,783 +3,815 5
JMOM funds › J P MORGAN EXCHANGE TRADED F ADD 0.2% +0.1% 0.9 10,784 +5,686 5
IDMO funds › INVESCO EXCH TRADED FD TR II TRIM 0.2% -0.0% 0.9 15,183 -1,149 4
SPDW funds › SPDR INDEX SHS FDS ADD 0.2% +0.0% 0.9 18,133 +4,264 5
GME funds › GAMESTOP CORP ADD 0.2% -0.0% 0.9 41,063 +5,370 5
GOOG funds › ALPHABET INC TRIM 0.2% -0.0% 0.9 2,560 -259 5
AVGO funds › BROADCOM INC TRIM 0.2% -0.0% 0.9 2,373 -761 5
FCX funds › FREEPORT MCMORAN INC ADD 0.2% +0.2% 0.9 14,115 +14,020 4
EIX funds › EDISON INTL TRIM 0.2% -0.1% 0.9 11,885 -7,746 5
VCIT funds › VANGUARD SCOTTSDALE FDS ADD 0.2% +0.0% 0.9 10,560 +1,245 5
NEM funds › NEWMONT CORP ADD 0.2% +0.1% 0.9 9,322 +4,593 4
LQD funds › ISHARES TR ADD 0.2% +0.0% 0.9 7,971 +2,207 5
FOUR funds › SHIFT4 PMTS INC ADD 0.2% +0.0% 0.9 17,861 +2,603 5
KQQQ funds › KURV ETF TR ADD 0.2% +0.0% 0.8 27,968 +3,335 3
NU funds › NU HLDGS LTD TRIM 0.2% -0.0% 0.8 63,279 -2,565 5
IREN funds › IREN LIMITED TRIM 0.2% -0.1% 0.8 18,364 -22,047 3
OKTA funds › OKTA INC TRIM 0.2% -0.0% 0.8 6,098 -5,892 5
HYBI funds › NEOS ETF TRUST NEW 0.1% +0.1% 0.8 16,779 +16,779 1
JPC funds › NUVEEN PFD & INCOME OPPORTUN ADD 0.1% +0.0% 0.8 103,070 +9,517 5
FTQI funds › FIRST TR EXCHANGE TRADED FD ADD 0.1% +0.0% 0.8 36,455 +3,549 5
AGG funds › ISHARES TR ADD 0.1% -0.0% 0.8 7,948 +473 5
AGNC funds › AGNC INVT CORP ADD REIT 0.1% +0.0% 0.8 72,006 +5,682 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.1% -0.0% 0.8 1,878 -995 5
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI TRIM 0.1% +0.1% 0.8 2,862 -1,129 5
NTSK funds › NETSKOPE INC ADD 0.1% +0.0% 0.8 70,505 +1,977 4
INCY funds › INCYTE CORP TRIM 0.1% -0.0% 0.8 6,801 -3,093 3
GLDM funds › WORLD GOLD TR TRIM 0.1% -0.1% 0.8 9,698 -1,575 5
TWLO funds › TWILIO INC ADD 0.1% +0.1% 0.8 3,727 +2,335 5
PARR funds › PAR PAC HOLDINGS INC ADD 0.1% +0.1% 0.8 13,397 +8,142 3
JAAA funds › JANUS DETROIT STR TR TRIM 0.1% -0.0% 0.7 14,840 -331 5
XLSR funds › SSGA ACTIVE TR TRIM 0.1% -0.0% 0.7 11,451 -369 5
PTY funds › PIMCO CORPORATE & INCOME OPP TRIM 0.1% -0.0% 0.7 61,606 -5,543 5
VB funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.7 2,408 -90 4
FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.1% -0.3% 0.7 14,924 -26,850 5
BXSL funds › BLACKSTONE SECD LENDING FD ADD 0.1% -0.0% 0.7 30,181 +2,957 5
LITE funds › LUMENTUM HLDGS INC ADD 0.1% +0.1% 0.7 833 +532 3
QBUF funds › INNOVATOR ETFS TRUST ADD 0.1% -0.0% 0.7 23,057 +1,044 5
DFUS funds › DIMENSIONAL ETF TRUST ADD 0.1% +0.0% 0.7 8,554 +253 3
BCAT funds › BLACKROCK CAP ALLOCATION TER NEW 0.1% +0.1% 0.7 43,443 +43,443 1
IMAX funds › IMAX CORP ADD 0.1% -0.0% 0.7 17,295 +504 4
SDIV funds › GLOBAL X FDS ADD 0.1% -0.0% 0.7 28,033 +1,041 5
SLRC funds › SLR INVESTMENT CORP ADD 0.1% -0.0% 0.7 54,814 +7,946 5
IGLD funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% -0.0% 0.7 32,027 +4,361 4
VYM funds › VANGUARD WHITEHALL FDS ADD 0.1% -0.0% 0.7 4,210 +25 5
SMH funds › VANECK ETF TRUST TRIM 0.1% +0.0% 0.7 1,012 -303 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.1% -0.0% 0.7 15,592 -1 5
PANW funds › PALO ALTO NETWORKS INC TRIM 0.1% +0.0% 0.7 1,927 -1,470 5
BA funds › BOEING CO TRIM 0.1% -0.2% 0.7 3,016 -4,600 5
SNOW funds › SNOWFLAKE INC ADD 0.1% +0.0% 0.6 2,532 +163 5
JNJ funds › JOHNSON & JOHNSON ADD 0.1% -0.0% 0.6 2,531 +39 5
GPTY funds › TIDAL TRUST II NEW 0.1% +0.1% 0.6 13,961 +13,961 1
SGDJ funds › SPROTT ETF TRUST TRIM 0.1% -0.1% 0.6 8,447 -2,633 5
JAZZ funds › JAZZ PHARMACEUTICALS PLC ADD 0.1% +0.0% 0.6 2,597 +52 2
MINT funds › PIMCO ETF TR ADD 0.1% +0.0% 0.6 6,134 +2,664 5
TDVI funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% +0.1% 0.6 19,421 +16,278 4
RYLG funds › GLOBAL X FDS ADD 0.1% +0.0% 0.6 24,814 +2,831 5
QYLG funds › GLOBAL X FDS ADD 0.1% +0.0% 0.6 20,138 +2,376 5
MAIN funds › MAIN STR CAP CORP ADD 0.1% +0.0% 0.6 11,741 +2,984 5
DELL funds › DELL TECHNOLOGIES INC ADD 0.1% +0.1% 0.6 1,405 +32 4
TOTL funds › SSGA ACTIVE ETF TR ADD 0.1% +0.0% 0.6 15,353 +3,017 4
TTMI funds › TTM TECHNOLOGIES INC TRIM 0.1% +0.0% 0.6 3,219 -1,585 4
ARCC funds › ARES CAPITAL CORP ADD 0.1% +0.0% 0.6 32,350 +7,319 5
AMGN funds › AMGEN INC TRIM 0.1% -0.0% 0.6 1,644 -3 5
GBIL funds › GOLDMAN SACHS ETF TR TRIM 0.1% -0.0% 0.6 5,866 -1,012 5
VBR funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.6 2,410 -410 4
FMB funds › FIRST TR EXCH TRADED FD III TRIM 0.1% -0.0% 0.6 11,344 -250 5
DIV funds › GLOBAL X FDS ADD 0.1% -0.0% 0.6 30,478 +60 5
AIG funds › AMERICAN INTL GROUP INC ADD 0.1% -0.0% 0.6 7,643 +26 5
SHOP funds › SHOPIFY INC TRIM 0.1% -0.0% 0.6 4,924 -960 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.1% -0.1% 0.6 1,649 -2,043 4
ARI funds › APOLLO COML REAL ESTATE FIN TRIM 0.1% -0.0% 0.6 51,953 -1,207 5
SHIP funds › SEANERGY MARITIME HLDGS CORP TRIM 0.1% -0.0% 0.6 41,132 -353 4
DIS funds › DISNEY WALT CO TRIM 0.1% -0.0% 0.5 5,669 -274 5
UTG funds › REAVES UTIL INCOME FD TRIM 0.1% -0.0% 0.5 13,396 -278 5
SMTH funds › ALPS ETF TR TRIM ETP 0.1% -0.1% 0.5 20,996 -14,382 5
MARM funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.1% -0.0% 0.5 15,674 -109 5
APP funds › APPLOVIN CORP ADD 0.1% +0.0% 0.5 1,034 +231 5
GCOW funds › PACER FDS TR ADD 0.1% -0.0% 0.5 12,303 +1,218 5
IEF funds › ISHARES TR ADD 0.1% +0.0% 0.5 5,625 +2,745 3
POCT funds › INNOVATOR ETFS TRUST ADD 0.1% -0.0% 0.5 11,418 +81 5
BOND funds › PIMCO ETF TR ADD 0.1% +0.0% 0.5 5,660 +645 3
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% -0.0% 0.5 557 +5 5
BCX funds › BLACKROCK RES & COMMODITIES ADD 0.1% -0.0% 0.5 46,049 +1,238 5
PFF funds › ISHARES TR ADD 0.1% +0.0% 0.5 16,977 +7,448 5
GRNY funds › TIDAL TRUST I ADD 0.1% +0.0% 0.5 18,706 +7,646 4
CLS funds › CELESTICA INC TRIM 0.1% +0.0% 0.5 1,414 -37 5
D funds › DOMINION ENERGY INC TRIM 0.1% -0.0% 0.5 7,440 -125 4
ALL funds › ALLSTATE CORP ADD 0.1% +0.0% 0.5 2,130 +156 5
DY funds › DYCOM INDS INC ADD 0.1% +0.0% 0.5 996 +39 2
PINE funds › ALPINE INCOME PPTY TR INC ADD 0.1% +0.0% 0.5 23,864 +2,358 3
EZPW funds › EZCORP INC ADD 0.1% +0.0% 0.5 14,324 +642 5
SNEX funds › STONEX GROUP INC NEW 0.1% +0.1% 0.5 4,134 +4,134 1
QMMY funds › FIRST TR EXCHNG TRADED FD VI NEW 0.1% +0.1% 0.5 18,447 +18,447 1
IBB funds › ISHARES TR TRIM 0.1% -0.0% 0.5 2,532 -1,241 5
PFFA funds › ETFIS SER TR I ADD 0.1% -0.0% 0.5 23,149 +286 5
MSIF funds › MSC INCOME FUND INC TRIM 0.1% -0.0% 0.5 40,773 -5,641 3
CSCO funds › CISCO SYS INC ADD 0.1% +0.0% 0.5 4,013 +398 4
ACYS funds › FIRST TR EXCHANGE-TRADED FD NEW 0.1% +0.1% 0.5 22,880 +22,880 1
ACYN funds › FIRST TR EXCHANGE-TRADED FD NEW 0.1% +0.1% 0.5 22,570 +22,570 1
TIGO funds › MILLICOM INTL CELLULAR S A ADD 0.1% +0.0% 0.5 5,170 +151 3
GILD funds › GILEAD SCIENCES INC ADD 0.1% -0.0% 0.5 3,687 +80 5
CM funds › CANADIAN IMPERIAL BANK OF CO TRIM 0.1% +0.0% 0.5 4,038 -80 5
BX funds › BLACKSTONE INC ADD 0.1% -0.0% 0.5 3,915 +299 5
OXY funds › OCCIDENTAL PETE CORP ADD 0.1% +0.1% 0.5 9,350 +8,027 5
CSTM funds › CONSTELLIUM SE NEW 0.1% +0.1% 0.5 14,230 +14,230 1
STRL funds › STERLING INFRASTRUCTURE INC TRIM 0.1% +0.0% 0.4 531 -129 5
XLK funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 0.4 2,326 +6 5
SDVD funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% +0.0% 0.4 19,162 +3,466 4
RMOP funds › TIDAL TRUST III ADD 0.1% +0.0% 0.4 17,270 +2,000 2
SPSM funds › SPDR SERIES TRUST ADD 0.1% +0.0% 0.4 7,464 +1,381 5
GE funds › GE AEROSPACE TRIM 0.1% -0.0% 0.4 1,141 -210 4
QTUM funds › ETF SER SOLUTIONS ADD 0.1% +0.0% 0.4 2,560 +752 4
THW funds › ABRDN WORLD HEALTHCARE FUND ADD 0.1% +0.0% 0.4 31,558 +1,128 5
FSIG funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% +0.0% 0.4 22,361 +11,656 4
ARKK funds › ARK ETF TR TRIM 0.1% -0.0% 0.4 5,143 -512 4
XLV funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 0.4 2,617 +28 5
MCD funds › MCDONALDS CORP TRIM 0.1% -0.0% 0.4 1,534 -33 5
UNFI funds › UNITED NAT FOODS INC ADD 0.1% -0.0% 0.4 9,080 +818 3
MISL funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% +0.1% 0.4 9,000 +8,893 4
OHI funds › OMEGA HEALTHCARE INVS INC ADD 0.1% +0.0% 0.4 8,614 +305 5
LTC funds › LTC PPTYS INC ADD 0.1% -0.0% 0.4 10,619 +567 4
KGC funds › KINROSS GOLD CORP ADD 0.1% +0.1% 0.4 17,244 +17,160 3
TYLG funds › GLOBAL X FDS ADD 0.1% +0.0% 0.4 9,554 +472 4
JOET funds › VIRTUS ETF TR II ADD 0.1% +0.0% 0.4 8,782 +4,143 5
FDN funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% +0.0% 0.4 1,529 +63 5
BTO funds › HANCOCK JOHN FINL OPPTYS TRIM 0.1% -0.0% 0.4 10,250 -52 5
GS funds › GOLDMAN SACHS GROUP INC HOLD 0.1% +0.0% 0.4 398 +0 5
SPTM funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.4 4,414 -304 5
CVX funds › CHEVRON CORPORATION ADD 0.1% -0.0% 0.4 2,411 +100 5
NEXA funds › NEXA RES S A NEW 0.1% +0.1% 0.4 32,273 +32,273 1
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.1% +0.0% 0.4 825 +150 4
DSL funds › DOUBLELINE INCOME SOLUTIONS ADD 0.1% -0.0% 0.4 34,777 +879 5
VTV funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.4 1,759 +63 5
VV funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.4 1,095 +387 4
ETV funds › EATON VANCE TAX-MANAGED BUY- ADD 0.1% +0.0% 0.4 25,046 +1,518 5
NJUL funds › INNOVATOR ETFS TRUST ADD 0.1% -0.0% 0.4 4,802 +45 4
GOVT funds › ISHARES TR ADD 0.1% -0.0% 0.4 16,181 +281 5
SPHY funds › SPDR SERIES TRUST ADD 0.1% +0.0% 0.4 15,575 +8,270 3
ALB funds › ALBEMARLE CORP ADD 0.1% +0.0% 0.4 2,701 +1,901 5
ALTY funds › GLOBAL X FDS ADD 0.1% -0.0% 0.4 29,308 +80 5
FAX funds › ABRDN ASIA PACIFIC INCOME FU ADD 0.1% -0.0% 0.4 24,602 +12 5
XLE funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 0.4 6,691 +177 5
COIN funds › COINBASE GLOBAL INC TRIM 0.1% -0.0% 0.4 2,425 -100 4
IWO funds › ISHARES TR TRIM 0.1% -0.0% 0.4 899 -163 5
TROW funds › PRICE T ROWE GROUP INC TRIM 0.1% -0.0% 0.4 3,107 -1,408 5
CRM funds › SALESFORCE INC ADD 0.1% -0.0% 0.3 2,229 +246 5
QCOC funds › FIRST TR EXCHNG TRADED FD VI ADD 0.1% +0.0% 0.3 14,583 +1,932 3
MRK funds › MERCK & CO INC TRIM 0.1% -0.0% 0.3 2,699 -107 5
DBND funds › DOUBLELINE ETF TRUST ADD 0.1% +0.0% 0.3 7,590 +4,330 2
NFLX funds › NETFLIX INC. ADD 0.1% -0.0% 0.3 4,833 +861 5
DFSV funds › DIMENSIONAL ETF TRUST TRIM 0.1% -0.0% 0.3 8,691 -288 3
AUGM funds › FIRST TR EXCHNG TRADED FD VI HOLD 0.1% -0.0% 0.3 9,603 +0 4
XEL funds › XCEL ENERGY INC ADD 0.1% -0.0% 0.3 4,176 +9 5
TBUX funds › T ROWE PRICE EXCHANGE-TRADED ADD 0.1% +0.0% 0.3 6,725 +5,115 2
BNS funds › BANK NOVA SCOTIA B C TRIM 0.1% +0.0% 0.3 3,840 -95 5
CUSIP:45782C615 funds › INNOVATOR ETFS TRUST TRIM 0.1% -0.0% 0.3 5,318 -268 2
SCHW funds › SCHWAB CHARLES CORP TRIM 0.1% -0.0% 0.3 3,602 -372 5
JMST funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 0.3 6,515 +980 4
SBUX funds › STARBUCKS CORP TRIM 0.1% -0.0% 0.3 3,233 -873 4
UTF funds › COHEN & STEERS INFRASTRUCTUR ADD 0.1% +0.0% 0.3 11,860 +799 5
W funds › WAYFAIR INC ADD 0.1% +0.0% 0.3 3,498 +207 3
EWJV funds › ISHARES TR ADD 0.1% -0.0% 0.3 7,350 +178 3
OGIG funds › ALPS ETF TR ADD ETP 0.1% +0.0% 0.3 7,102 +796 5
FCFY funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% +0.0% 0.3 11,583 +651 4
FRO funds › FRONTLINE PLC ADD 0.1% +0.0% 0.3 8,931 +5,064 4
MMM funds › 3M CO TRIM 0.1% -0.0% 0.3 1,889 -1,251 5
LOUP funds › INNOVATOR ETFS TRUST TRIM 0.1% +0.0% 0.3 3,089 -269 4
BCIC funds › BCP INVESTMENT CORPORATION NEW 0.1% +0.1% 0.3 41,562 +41,562 1
MBLY funds › MOBILEYE GLOBAL INC ADD 0.1% +0.0% 0.3 30,988 +2,062 5
OBDC funds › BLUE OWL CAPITAL CORPORATION ADD 0.1% -0.0% 0.3 27,235 +1,010 5
MDT funds › MEDTRONIC PLC ADD 0.1% -0.0% 0.3 3,750 +254 4
DB funds › DEUTSCHE BK AG ADD 0.1% +0.0% 0.3 8,673 +399 4
VSS funds › VANGUARD INTL EQUITY INDEX F TRIM 0.1% -0.1% 0.3 1,877 -3,327 4
C funds › CITIGROUP INC ADD 0.1% +0.0% 0.3 2,068 +7 4
MO funds › ALTRIA GROUP INC TRIM 0.1% -0.0% 0.3 3,996 -101 4
WMT funds › WALMART INC ADD 0.1% -0.0% 0.3 2,536 +413 4
DVY funds › ISHARES TR HOLD 0.1% -0.0% 0.3 1,836 +0 4
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.1% -0.0% 0.3 1,211 -57 5
SHV funds › ISHARES TR TRIM 0.1% -0.0% 0.3 2,593 -358 5
LVHI funds › LEGG MASON ETF INVT ADD 0.1% -0.0% 0.3 7,028 +193 3
SPXX funds › NUVEEN S&P 500 DYNAMIC OVERW HOLD 0.1% +0.0% 0.3 15,215 +0 2
BIL funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.3 3,093 -329 5
PSP funds › INVESCO EXCHANGE TRADED FD T ADD 0.1% -0.0% 0.3 5,085 +333 5
ABBV funds › ABBVIE INC TRIM 0.1% -0.0% 0.3 1,121 -77 4
JXN funds › JACKSON FINANCIAL INC TRIM 0.1% -0.0% 0.3 2,746 -56 5
ADBE funds › ADOBE INC ADD 0.1% -0.0% 0.3 1,358 +275 5
DKS funds › DICKS SPORTING GOODS INC HOLD 0.0% +0.0% 0.3 1,215 +0 5
BOTZ funds › GLOBAL X FDS ADD 0.0% +0.0% 0.3 7,208 +281 4
T funds › AT&T INC TRIM 0.0% -0.0% 0.3 13,157 -722 5
VUSB funds › VANGUARD BD INDEX FDS ADD 0.0% +0.0% 0.3 5,437 +2,387 4
JBBB funds › JANUS DETROIT STR TR TRIM 0.0% -0.0% 0.3 5,698 -3,473 5
CAT funds › CATERPILLAR INC TRIM 0.0% +0.0% 0.3 253 -3 4
CUSIP:146280508 funds › SILA REALTY TRUST INC TRIM 0.0% -0.0% 0.3 8,807 -2,067 5
REGN funds › REGENERON PHARMACEUTICALS ADD 0.0% -0.0% 0.3 414 +35 5
FISR funds › SSGA ACTIVE TR ADD 0.0% +0.0% 0.3 10,040 +1,385 5
XMAR funds › FIRST TR EXCHNG TRADED FD VI HOLD 0.0% -0.0% 0.3 6,000 +0 5
CUSIP:33740F771 funds › FIRST TR EXCHNG TRADED FD VI HOLD 0.0% -0.0% 0.3 4,998 +0 5
CUSIP:33740U422 funds › FIRST TR EXCHNG TRADED FD VI HOLD 0.0% -0.0% 0.2 7,914 +0 4
HUM funds › HUMANA INC TRIM 0.0% +0.0% 0.2 621 -401 5
V funds › VISA INC TRIM 0.0% -0.0% 0.2 708 -111 4
FHDG funds › FIRST TR EXCHNG TRADED FD VI NEW 0.0% +0.0% 0.2 6,674 +6,674 1
SPG funds › SIMON PPTY GROUP INC NEW HOLD 0.0% +0.0% 0.2 1,077 +0 4
PDI funds › PIMCO DYNAMIC INCOME FD ADD 0.0% -0.0% 0.2 14,386 +907 5
JAJL funds › INNOVATOR ETFS TRUST HOLD 0.0% -0.0% 0.2 8,000 +0 5
ITAN funds › EA SERIES TRUST NEW 0.0% +0.0% 0.2 5,553 +5,553 1
SMCI funds › SUPER MICRO COMPUTER INC TRIM 0.0% -0.0% 0.2 7,905 -2,500 5
ARKQ funds › ARK ETF TR ADD 0.0% +0.0% 0.2 1,749 +30 4
SPTL funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.2 8,671 +4,499 4
VEU funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% -0.0% 0.2 2,639 -2,212 4
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.0% -0.0% 0.2 439 +5 5
EGGY funds › TIDAL TRUST III NEW 0.0% +0.0% 0.2 5,089 +5,089 1
MET funds › METLIFE INC TRIM 0.0% -0.0% 0.2 2,593 -1,387 5
PM funds › PHILIP MORRIS INTL INC ADD 0.0% +0.0% 0.2 1,212 +51 4
FMHI funds › FIRST TR EXCH TRADED FD III ADD 0.0% +0.0% 0.2 4,475 +2,700 2
CMF funds › ISHARES TR HOLD 0.0% -0.0% 0.2 3,764 +0 2
BAP funds › CREDICORP LTD HOLD 0.0% +0.0% 0.2 550 +0 4
FNK funds › FIRST TR EXCHANGE-TRADED ALP HOLD 0.0% -0.0% 0.2 3,488 +0 5
CQQQ funds › INVESCO EXCH TRADED FD TR II ADD 0.0% +0.0% 0.2 3,734 +1,496 4
URA funds › GLOBAL X FDS ADD 0.0% -0.0% 0.2 4,870 +232 4
HD funds › HOME DEPOT INC TRIM 0.0% -0.0% 0.2 598 -93 4
BNY funds › BANK OF NY MELLON CORP ADD 0.0% +0.0% 0.2 1,458 +2 4
VDE funds › VANGUARD WORLD FD TRIM 0.0% -0.0% 0.2 1,403 -533 5
PSX funds › PHILLIPS 66 TRIM 0.0% -0.0% 0.2 1,245 -15 4
BBDC funds › BARINGS BDC INC HOLD 0.0% -0.0% 0.2 24,366 +0 5
ALLW funds › SSGA ACTIVE TR ADD 0.0% +0.0% 0.2 7,082 +4,176 4
CDX funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 0.0% -0.0% 0.2 9,762 -105 4
BSV funds › VANGUARD BD INDEX FDS TRIM 0.0% -0.0% 0.2 2,625 -72 4
QDPL funds › PACER FDS TR TRIM 0.0% -0.0% 0.2 4,508 -75 5
VXUS funds › VANGUARD STAR FDS TRIM 0.0% -0.0% 0.2 2,356 -2,203 4
GD funds › GENERAL DYNAMICS CORP ADD 0.0% -0.0% 0.2 566 +36 4
JAVA funds › J P MORGAN EXCHANGE TRADED F HOLD 0.0% -0.0% 0.2 2,524 +0 4
OKE funds › ONEOK INC NEW TRIM 0.0% -0.0% 0.2 2,276 -4 4
COWG funds › PACER FDS TR ADD 0.0% +0.0% 0.2 4,918 +885 4
NOBL funds › PROSHARES TR ADD 0.0% -0.0% 0.2 3,488 +1,685 4
PEP funds › PEPSICO INC ADD 0.0% -0.0% 0.2 1,444 +208 4
CDNS funds › CADENCE DESIGN SYSTEM INC HOLD 0.0% +0.0% 0.2 519 +0 4
XME funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.2 1,819 -1,203 5
PSIX funds › POWER SOLUTIONS INTL INC ADD 0.0% -0.0% 0.2 4,924 +1,219 4
AXON funds › AXON ENTERPRISE INC ADD 0.0% +0.0% 0.2 339 +96 3
FIIG funds › FIRST TR EXCHANGE-TRADED FD ADD 0.0% +0.0% 0.2 9,030 +4,830 2
DAUG funds › FIRST TR EXCHNG TRADED FD VI HOLD 0.0% -0.0% 0.2 3,942 +0 3
BLK funds › BLACKROCK INC ADD 0.0% -0.0% 0.2 192 +8 4
ILF funds › ISHARES TR ADD 0.0% -0.0% 0.2 5,444 +75 4
MCK funds › MCKESSON CORP ADD 0.0% -0.0% 0.2 243 +6 4
CUSIP:45783Y335 funds › INNOVATOR ETFS TRUST HOLD 0.0% -0.0% 0.2 6,200 +0 4
GAUG funds › FIRST TR EXCHNG TRADED FD VI ADD 0.0% -0.0% 0.2 4,399 +4 4
ICSH funds › ISHARES TR ADD 0.0% +0.0% 0.2 3,600 +1,350 4
SHYG funds › ISHARES TR ADD 0.0% +0.0% 0.2 4,293 +955 4
VFH funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 0.2 1,363 +0 5
CERY funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.2 5,342 -23 4
SPMD funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.2 2,622 +16 4
EFV funds › ISHARES TR TRIM 0.0% -0.0% 0.2 2,300 -41 4
F funds › FORD MTR CO ADD 0.0% +0.0% 0.2 12,573 +287 4
CMCSA funds › COMCAST CORP NEW ADD 0.0% -0.0% 0.2 6,981 +741 5
GFEB funds › FIRST TR EXCHNG TRADED FD VI HOLD 0.0% -0.0% 0.2 3,871 +0 5
KO funds › COCA COLA CO ADD 0.0% +0.0% 0.2 2,066 +235 4
LNC funds › LINCOLN NATL CORP IND ADD 0.0% -0.0% 0.2 4,693 +140 4
PPL funds › PPL CORP HOLD 0.0% -0.0% 0.2 4,551 +0 4
FJAN funds › FIRST TR EXCHNG TRADED FD VI HOLD 0.0% -0.0% 0.2 3,000 +0 4
ILDR funds › FIRST TR EXCHNG TRADED FD VI HOLD 0.0% +0.0% 0.2 4,200 +0 4
O funds › REALTY INCOME CORP ADD 0.0% +0.0% 0.2 2,656 +295 4
IDV funds › ISHARES TR TRIM 0.0% -0.0% 0.2 3,968 -8 4
CHKP funds › CHECK POINT SOFTWARE TECH LT ADD 0.0% -0.0% 0.2 1,249 +144 4
ED funds › CONSOLIDATED EDISON INC TRIM 0.0% -0.0% 0.2 1,473 -1 4
MSI funds › MOTOROLA SOLUTIONS INC TRIM 0.0% -0.0% 0.2 391 -5 3
TXN funds › TEXAS INSTRS INC ADD 0.0% +0.0% 0.2 543 +22 4
VOX funds › VANGUARD WORLD FD ADD 0.0% -0.0% 0.2 873 +19 4
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.0% -0.0% 0.2 2,684 +44 4
NJUN funds › INNOVATOR ETFS TRUST NEW 0.0% +0.0% 0.2 4,860 +4,860 1
GLD funds › SPDR GOLD TR ADD 0.0% -0.0% 0.2 432 +39 4
LMND funds › LEMONADE INC ADD 0.0% +0.0% 0.2 2,436 +405 3
XLP funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.0% 0.2 1,901 -306 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.0% +0.0% 0.2 2,216 +303 4
SPLV funds › INVESCO EXCH TRADED FD TR II TRIM 0.0% -0.0% 0.2 2,104 -50 4
GJUL funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.0% -0.0% 0.2 3,613 -3,248 5
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 0.2 729 +93 4
RBRK funds › RUBRIK INC. TRIM 0.0% +0.0% 0.2 1,928 -151 3
NANR funds › SPDR INDEX SHS FDS TRIM 0.0% -0.0% 0.2 2,048 -860 4
IRT funds › INDEPENDENCE RLTY TR INC HOLD 0.0% -0.0% 0.2 9,242 +0 4
VO funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.2 1,908 +1,432 4
VTES funds › VANGUARD WELLINGTON FD ADD 0.0% +0.0% 0.2 1,490 +490 2
STRT funds › STRATTEC SEC CORP ADD 0.0% -0.0% 0.2 1,842 +64 4
PATN funds › PACER FDS TR NEW 0.0% +0.0% 0.1 4,027 +4,027 1
ABNB funds › AIRBNB INC TRIM 0.0% -0.0% 0.1 1,040 -25 5
VGT funds › VANGUARD WORLD FD ADD 0.0% +0.0% 0.1 1,232 +1,078 4
SMA funds › SMARTSTOP SELF STORAG REIT I HOLD 0.0% -0.0% 0.1 4,530 +0 3
NEE funds › NEXTERA ENERGY INC ADD 0.0% -0.0% 0.1 1,660 +82 4
CUSIP:45782C532 funds › INNOVATOR ETFS TRUST TRIM 0.0% -0.0% 0.1 3,483 -3,869 5
SHY funds › ISHARES TR TRIM 0.0% -0.0% 0.1 1,767 -101 4
VPU funds › VANGUARD WORLD FD ADD 0.0% -0.0% 0.1 740 +5 4
MUNI funds › PIMCO ETF TR ADD 0.0% +0.0% 0.1 2,750 +950 2
ALLY funds › ALLY FINL INC TRIM 0.0% +0.0% 0.1 3,133 -100 4
KEY funds › KEYCORP ADD 0.0% +0.0% 0.1 6,180 +9 4
IEFA funds › ISHARES TR TRIM 0.0% -0.0% 0.1 1,475 -503 4
ANET funds › ARISTA NETWORKS INC ADD 0.0% +0.0% 0.1 838 +737 4
AMAT funds › APPLIED MATLS INC TRIM 0.0% +0.0% 0.1 195 -15 4
IVE funds › ISHARES TR TRIM 0.0% -0.0% 0.1 621 -416 5
GBDC funds › GOLUB CAP BDC INC TRIM 0.0% -0.0% 0.1 10,533 -1,533 5
COP funds › CONOCOPHILLIPS TRIM 0.0% -0.0% 0.1 1,303 -27 5
LRCX funds › LAM RESEARCH CORP ADD 0.0% +0.0% 0.1 310 +16 4
MGV funds › VANGUARD WORLD FD TRIM 0.0% -0.0% 0.1 822 -9 4
ZJUN funds › INNOVATOR ETFS TRUST ADD 0.0% +0.0% 0.1 4,900 +4,200 4
GLXY funds › GALAXY DIGITAL INC. ADD 0.0% +0.0% 0.1 4,893 +572 3
PAVE funds › GLOBAL X FDS TRIM 0.0% -0.0% 0.1 2,244 -126 4
DFP funds › FLAHERTY & CRUMRINE DYNAMIC ADD 0.0% +0.0% 0.1 6,375 +1,100 4
DOW funds › DOW HLDGS INC TRIM 0.0% -0.0% 0.1 4,768 -390 4
LRNZ funds › ELEVATION SERIES TRUST TRIM 0.0% +0.0% 0.1 2,015 -95 4
USB funds › US BANCORP ADD 0.0% +0.0% 0.1 2,150 +102 4
CUSIP:G4474Y214 funds › JANUS HENDERSON GROUP PLC HOLD 0.0% -0.0% 0.1 2,489 +0 4
RY funds › ROYAL BK CDA ADD 0.0% +0.0% 0.1 622 +28 4
GWX funds › SPDR INDEX SHS FDS TRIM 0.0% -0.0% 0.1 2,940 -50 4
FFIV funds › F5 INC HOLD 0.0% +0.0% 0.1 309 +0 4
KMI funds › KINDER MORGAN INC DEL TRIM 0.0% -0.0% 0.1 4,013 -197 4
FLOT funds › ISHARES TR TRIM 0.0% -0.0% 0.1 2,500 -2 4
ASML funds › ASML HLDG NV ADD 0.0% +0.0% 0.1 63 +12 4
PECO funds › PHILLIPS EDISON & CO INC HOLD 0.0% -0.0% 0.1 3,000 +0 4
COWZ funds › PACER FDS TR ADD 0.0% -0.0% 0.1 2,000 +32 5
USA funds › LIBERTY ALL STAR EQUITY FD TRIM 0.0% -0.0% 0.1 21,146 -4,760 5
ZS funds › ZSCALER INC TRIM 0.0% -0.2% 0.1 868 -6,622 5
HDV funds › ISHARES TR ADD 0.0% -0.0% 0.1 4,428 +3,560 4
VSAT funds › VIASAT INC TRIM 0.0% +0.0% 0.1 1,348 -665 3
REM funds › ISHARES TR ADD 0.0% -0.0% 0.1 5,486 +264 4
INTU funds › INTUIT TRIM 0.0% -0.0% 0.1 458 -71 4
EAT funds › BRINKER INTL INC TRIM 0.0% -0.1% 0.1 710 -2,116 4
IEP funds › ICAHN ENTERPRISES LP ADD 0.0% -0.0% 0.1 16,435 +1,900 5
NVS funds › NOVARTIS AG ADD 0.0% -0.0% 0.1 752 +10 4
TD funds › TORONTO DOMINION BK ONT ADD 0.0% +0.0% 0.1 969 +11 4
TRIN funds › TRINITY CAP INC TRIM 0.0% -0.0% 0.1 6,548 -811 4
IEMG funds › ISHARES INC ADD 0.0% +0.0% 0.1 1,408 +131 4
HRTG funds › HERITAGE INSURANCE HLDGS INC ADD 0.0% -0.0% 0.1 4,470 +224 4
BXP funds › BXP INC ADD 0.0% +0.0% 0.1 1,753 +63 4
ARGT funds › GLOBAL X FDS TRIM 0.0% -0.0% 0.1 1,264 -123 4
CVLC funds › MORGAN STANLEY ETF TRUST HOLD 0.0% +0.0% 0.1 1,220 +0 4
FLGB funds › FRANKLIN TEMPLETON ETF TR ADD 0.0% -0.0% 0.1 3,259 +113 4
FBRT funds › FRANKLIN BSP RLTY TR INC HOLD 0.0% -0.0% 0.1 14,100 +0 5
BKLC funds › BNY MELLON ETF TRUST HOLD 0.0% +0.0% 0.1 800 +0 4
GSY funds › INVESCO ACTIVELY MANAGED EXC TRIM 0.0% -0.1% 0.1 2,280 -8,082 5
SQM funds › SOCIEDAD QUIMICA Y MINERA DE HOLD 0.0% -0.0% 0.1 1,515 +0 4
SAFT funds › SAFETY INS GROUP INC ADD 0.0% -0.0% 0.1 1,483 +50 4
KLAC funds › KLA CORP ADD 0.0% +0.0% 0.1 365 +330 4
NRG funds › NRG ENERGY INC HOLD 0.0% -0.0% 0.1 753 +0 4
EFAV funds › ISHARES TR TRIM 0.0% -0.0% 0.1 1,233 -4 4
CORP funds › PIMCO ETF TR TRIM 0.0% -0.0% 0.1 1,115 -266 4
EFA funds › ISHARES TR TRIM 0.0% -0.0% 0.1 1,037 -125 4
BIZD funds › VANECK ETF TRUST TRIM 0.0% -0.0% 0.1 8,396 -437 5
B funds › BARRICK MNG CORP TRIM 0.0% -0.1% 0.1 2,881 -6,501 4
BAC funds › BANK OF AMER CORP ADD 0.0% +0.0% 0.1 1,856 +374 4
WM funds › WASTE MGMT INC DEL ADD 0.0% -0.0% 0.1 470 +3 4
IYY funds › ISHARES TR HOLD 0.0% +0.0% 0.1 573 +0 4
VUG funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.1 1,206 +1,005 4
STIP funds › ISHARES TR HOLD 0.0% -0.0% 0.1 1,001 +0 4
RKLB funds › ROCKET LAB CORP NEW 0.0% +0.0% 0.1 1,005 +1,005 1
HWM funds › HOWMET AEROSPACE INC HOLD 0.0% +0.0% 0.1 377 +0 4
VTEB funds › VANGUARD MUN BD FDS ADD 0.0% +0.0% 0.1 2,000 +603 4
BCSF funds › BAIN CAP SPECIALTY FIN INC TRIM 0.0% -0.0% 0.1 8,057 -265 5
CIEN funds › CIENA CORP ADD 0.0% +0.0% 0.1 205 +27 3
MORT funds › VANECK ETF TRUST ADD 0.0% +0.0% 0.1 9,643 +1,100 4
FWD funds › AB ACTIVE ETFS INC NEW ETP 0.0% +0.0% 0.1 674 +674 1
CELH funds › CELSIUS HLDGS INC TRIM 0.0% -0.0% 0.1 3,385 -587 5
VICI funds › VICI PPTYS INC TRIM 0.0% -0.0% 0.1 3,733 -47 4
CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T HOLD 0.0% +0.0% 0.1 1,773 +0 4
NWE funds › NORTHWESTERN ENERGY GROUP IN HOLD 0.0% -0.0% 0.1 1,380 +0 4
ITOT funds › ISHARES TR TRIM 0.0% -0.0% 0.1 601 -399 3
WPC funds › WP CAREY INC HOLD 0.0% -0.0% 0.1 1,375 +0 4
CAG funds › CONAGRA BRANDS INC ADD 0.0% -0.0% 0.1 7,246 +1,568 5
SPMO funds › INVESCO EXCH TRADED FD TR II TRIM 0.0% +0.0% 0.1 597 -5 4
AFL funds › AFLAC INC ADD Common Stock 0.0% -0.0% 0.1 816 +6 4
KHC funds › KRAFT HEINZ CO ADD 0.0% +0.0% 0.1 4,042 +509 4
VIOG funds › VANGUARD ADMIRAL FDS INC HOLD 0.0% +0.0% 0.1 621 +0 4
EWZ funds › ISHARES INC TRIM 0.0% -0.0% 0.1 2,754 -59 4
TRV funds › TRAVELERS COMPANIES INC ADD 0.0% +0.0% 0.1 287 +21 4

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 552 1861 0.11 18% 0.008 0.194 in
2026Q1 491 1838 0.14 19% 0.008 0.165 in
2025Q4 463 1769 0.18 22% 0.009 0.104 in
2025Q3 409 1604 0.20 21% 0.009 0.082 in
2025Q2 333 286 0.16 27% 0.012 0.150 entered
2025Q1 300 276 0.00 28% 0.013 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status