Fund Universe

← Fund Universe

☆Redwood Wealth Management Group, LLC

CIK 0001963839 · holdings for 2026Q2 (change vs 2026Q1) aum_below_min from universe
Quality Q
0.000
AUM ($M)
0
Positions
0
Turnover
0.50
Top-10 wt
0%
Herfindahl
0.000
History (qtrs)
6
Excess Return
not eligible

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 170 positions · portfolio value $0M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AMGN funds › AMGEN INC EXIT — 0.0% -0.3% 0.0 0 -2,140 0 —
☆NVS funds › NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.1% 0.0 0 -1,815 0 —
☆CUSIP:543916670 funds › LORD ABBETT INCOME I EXIT — 0.0% -0.3% 0.0 0 -331,222 0 —
☆ETH funds › GRAYSCALE ETHEREUM MINI STAKING ETF EXIT — 0.0% -0.1% 0.0 0 -16,518 0 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -0.1% 0.0 0 -2,347 0 —
☆RIO funds › RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.4% 0.0 0 -9,326 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -1.5% 0.0 0 -20,717 0 —
☆CUSIP:000000000 funds › None NEW — 0.0% +0.0% 0.0 0 +0 0 —
☆EQT funds › EQT CORP EXIT — 0.0% -0.2% 0.0 0 -8,460 0 —
☆CUSIP:05588D761 funds › BNY MELLON GLOBAL FIXED INCOME - Y EXIT — 0.0% -0.2% 0.0 0 -20,731 0 —
☆MU funds › MICRON TECHNOLOGY INC EXIT — 0.0% -1.1% 0.0 0 -7,473 0 —
☆JMBS funds › JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF EXIT — 0.0% -0.7% 0.0 0 -37,930 0 —
☆NIO funds › NIO INC F EXIT — 0.0% -0.1% 0.0 0 -55,062 0 —
☆UBER funds › UBER TECHNOLOGIES INC EXIT — 0.0% -0.2% 0.0 0 -8,010 0 —
☆OKTA funds › OKTA INC CLASS A EXIT — 0.0% -0.2% 0.0 0 -7,341 0 —
☆CEG funds › CONSTELLATION ENERGY COR EXIT — 0.0% -0.1% 0.0 0 -720 0 —
☆XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF EXIT — 0.0% -0.3% 0.0 0 -12,321 0 —
☆CSX funds › CSX CORP EXIT — 0.0% -0.4% 0.0 0 -21,113 0 —
☆GDMA funds › GADSDEN DYNAMIC MULTI-ASSET ETF EXIT — 0.0% -0.1% 0.0 0 -7,693 0 —
☆CUSIP:543912836 funds › LORD ABBETT HIGH INCOME MUNI BOND I EXIT — 0.0% -0.5% 0.0 0 -120,668 0 —
☆ENB funds › ENBRIDGE INC F EXIT — 0.0% -0.4% 0.0 0 -16,538 0 —
☆IOT funds › SAMSARA INC CLASS A EXIT — 0.0% -0.4% 0.0 0 -29,300 0 —
☆CAT funds › CATERPILLAR INC EXIT — 0.0% -0.6% 0.0 0 -1,950 0 —
☆LMT funds › LOCKHEED MARTIN CORP EXIT — 0.0% -0.3% 0.0 0 -1,038 0 —
☆CUSIP:921910501 funds › VANGUARD INTERNATIONAL GROWTH ADM EXIT — 0.0% -0.7% 0.0 0 -15,492 0 —
☆T funds › AT&T INC EXIT — 0.0% -0.3% 0.0 0 -22,064 0 —
☆KMI funds › KINDER MORGAN INC DEL EXIT — 0.0% -1.3% 0.0 0 -89,181 0 —
☆CUSIP:74441R508 funds › PGIM SHORT-TERM CORPORATE BOND Z EXIT — 0.0% -0.2% 0.0 0 -43,674 0 —
☆BMY funds › BRISTOL MYERS SQUIBB CO EXIT — 0.0% -0.4% 0.0 0 -14,456 0 —
☆CUSIP:Y36861105 funds › HON HAI PRECISION ORDF EXIT — 0.0% -1.9% 0.0 0 -756,115 0 —
☆BIDU funds › BAIDU INC F EXIT — 0.0% -0.2% 0.0 0 -4,082 0 —
☆CUSIP:61776NAW3 funds › MORGAN STANLEY PR 4.5 26CD FDIC INS DUE 08/07/26US EXIT — 0.0% -0.1% 0.0 0 -215,000 0 —
☆CUSIP:55273G298 funds › MFS INTL DIVERSIFICATION I EXIT — 0.0% -1.3% 0.0 0 -107,847 0 —
☆PG funds › PROCTER & GAMBLE CO EXIT — 0.0% -0.5% 0.0 0 -7,349 0 —
☆MSTR funds › STRATEGY INC CLASS A EXIT — 0.0% -0.1% 0.0 0 -1,890 0 —
☆SCCO funds › SOUTHERN COPPER CORP EXIT — 0.0% -0.4% 0.0 0 -5,946 0 —
☆ASML funds › ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.4% 0.0 0 -703 0 —
☆PEG funds › PUBLIC SVC ENTERPRISE GR EXIT — 0.0% -0.2% 0.0 0 -4,467 0 —
☆INGR funds › INGREDION INC EXIT — 0.0% -0.2% 0.0 0 -5,000 0 —
☆LLY funds › ELI LILLY AND CO EXIT — 0.0% -0.9% 0.0 0 -2,350 0 —
☆URNM funds › SPROTT URANIUM MINERS ETF EXIT — 0.0% -0.3% 0.0 0 -9,414 0 —
☆BHP funds › BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS EXIT — 0.0% -0.2% 0.0 0 -5,886 0 —
☆PNC funds › PNC FINL SERVICES EXIT — 0.0% -0.1% 0.0 0 -1,106 0 —
☆CRUS funds › CIRRUS LOGIC INC EXIT — 0.0% -0.1% 0.0 0 -1,909 0 —
☆QQQ funds › INVESCO QQQ TR EXIT — 0.0% -0.2% 0.0 0 -713 0 —
☆IJH funds › ISHARES CORE S&P MID-CAPETF EXIT — 0.0% -0.8% 0.0 0 -27,165 0 —
☆CUSIP:315807883 funds › FIDELITY ADVISOR GROWTH OPPS I EXIT — 0.0% -1.3% 0.0 0 -13,943 0 —
☆IVV funds › ISHARES CORE S&P 500 ETF EXIT — 0.0% -1.5% 0.0 0 -5,350 0 —
☆FTSM funds › FIRST TRUST ENHANCED SHORT MATURITY ETF EXIT — 0.0% -0.1% 0.0 0 -3,559 0 —
☆NVTS funds › NAVITAS SEMICONDUCTOR CO EXIT — 0.0% -0.2% 0.0 0 -44,664 0 —
☆BMNR funds › BITMINE IMMERSION TECNOL EXIT — 0.0% -0.2% 0.0 0 -28,850 0 —
☆DINO funds › HF SINCLAIR CORP EXIT — 0.0% -0.2% 0.0 0 -5,801 0 —
☆CUSIP:91282CHH7 funds › US TREASU NT 4.125 06/26UST NOTE DUE 06/15/26 EXIT — 0.0% -0.1% 0.0 0 -250,000 0 —
☆EPD funds › ENTERPRISE PRODS PART LP EXIT — 0.0% -0.3% 0.0 0 -17,130 0 —
☆TRP funds › TC ENERGY CORP F EXIT — 0.0% -0.3% 0.0 0 -10,138 0 —
☆FSSL funds › FS SPECIALTY LENDING FUN EXIT — 0.0% -0.1% 0.0 0 -26,531 0 —
☆VZ funds › VERIZON COMMUNICATIONS I EXIT — 0.0% -0.4% 0.0 0 -16,451 0 —
☆NFLX funds › NETFLIX INC EXIT — 0.0% -0.1% 0.0 0 -3,195 0 —
☆BRKB funds › BERKSHIRE HATHAWAY CLASS B EXIT — 0.0% -0.1% 0.0 0 -651 0 —
☆META funds › META PLATFORMS INC CLASS CLASS A EXIT — 0.0% -0.6% 0.0 0 -2,362 0 —
☆SLV funds › ISHARES SILVER TRUST EXIT — 0.0% -0.2% 0.0 0 -8,400 0 —
☆MO funds › ALTRIA GROUP INC EXIT — 0.0% -0.1% 0.0 0 -3,223 0 —
☆HIMX funds › HIMAX TECHNOLOGIES INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS EXIT — 0.0% -0.1% 0.0 0 -41,600 0 —
☆BNR funds › BURNING ROCK BIOTECH L FSPONSORED ADR 1 ADR REPS 10 ORD SHS EXIT — 0.0% -0.1% 0.0 0 -18,278 0 —
☆CUSIP:544004401 funds › LORD ABBETT BOND-DEBENTURE I EXIT — 0.0% -1.1% 0.0 0 -351,531 0 —
☆ADI funds › ANALOG DEVICES INC EXIT — 0.0% -0.1% 0.0 0 -805 0 —
☆CUSIP:19766M857 funds › COLUMBIA DIVIDEND INCOME INST2 EXIT — 0.0% -1.0% 0.0 0 -60,044 0 —
☆CUSIP:127097103 funds › COTERRA ENERGY INC EXIT — 0.0% -0.2% 0.0 0 -10,855 0 —
☆CUSIP:808515605 funds › SCHWAB PRIME ADVANTAGE MONEY INVESTOR EXIT — 0.0% -9.6% 0.0 0 -22,286,214 0 —
☆BABA funds › ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS EXIT — 0.0% -0.3% 0.0 0 -6,190 0 —
☆VEA funds › VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES EXIT — 0.0% -0.8% 0.0 0 -28,896 0 —
☆DVN funds › DEVON ENERGY CORP NEW EXIT — 0.0% -0.2% 0.0 0 -7,980 0 —
☆HYPD funds › HYPERION DEFI INC EXIT — 0.0% -0.3% 0.0 0 -183,273 0 —
☆TSLA funds › TESLA INC EXIT — 0.0% -0.8% 0.0 0 -5,140 0 —
☆CUSIP:40169J879 funds › GUGGENHEIM TOTAL RETURN BOND P EXIT — 0.0% -0.8% 0.0 0 -74,992 0 —
☆CUSIP:921937686 funds › VANGUARD SMALL CAP VALUE INDEX ADMIRAL EXIT — 0.0% -0.7% 0.0 0 -18,288 0 —
☆PM funds › PHILIP MORRIS INTL INC EXIT — 0.0% -0.2% 0.0 0 -3,029 0 —
☆CUSIP:06828M835 funds › BARON GLOBAL OPPORTUNITY INSTITUTIONAL EXIT — 0.0% -0.3% 0.0 0 -14,540 0 —
☆GOOGL funds › ALPHABET INC CLASS CLASS A EXIT — 0.0% -1.8% 0.0 0 -14,344 0 —
☆ET funds › ENERGY TRANSFER L P LP EXIT — 0.0% -1.3% 0.0 0 -161,782 0 —
☆PATH funds › UIPATH INC CLASS CLASS A EXIT — 0.0% -0.1% 0.0 0 -20,004 0 —
☆CSCO funds › CISCO SYS INC EXIT — 0.0% -0.3% 0.0 0 -8,931 0 —
☆ALAB funds › ASTERA LABS INC EXIT — 0.0% -0.1% 0.0 0 -2,610 0 —
☆STM funds › STMICROELECTRONICS N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.1% 0.0 0 -5,980 0 —
☆CUSIP:808515696 funds › SCHWAB PRIME ADVANTAGE MONEY ULTRA EXIT — 0.0% -1.0% 0.0 0 -2,335,834 0 —
☆CUSIP:54400N409 funds › LORD ABBETT HIGH YIELD I EXIT — 0.0% -0.2% 0.0 0 -82,102 0 —
☆CUSIP:72201F490 funds › PIMCO INCOME INSTL EXIT — 0.0% -0.2% 0.0 0 -49,440 0 —
☆MRVL funds › MARVELL TECHNOLOGY INC EXIT — 0.0% -0.9% 0.0 0 -20,570 0 —
☆IJR funds › ISHARES CORE S&P SMALL-CAP ETF EXIT — 0.0% -0.8% 0.0 0 -14,209 0 —
☆CUSIP:921910105 funds › VANGUARD US GROWTH INVESTOR EXIT — 0.0% -0.3% 0.0 0 -11,431 0 —
☆CL funds › COLGATE PALMOLIVE CO EXIT — 0.0% -0.1% 0.0 0 -2,550 0 —
☆CUSIP:901165100 funds › TWEEDY, BROWNE INTERNATIONAL VALUE FUND EXIT — 0.0% -0.1% 0.0 0 -10,677 0 —
☆BTO funds › HANCOCK JOHN FINANCIAL OPPORTUNITIES FUND EXIT — 0.0% -0.1% 0.0 0 -9,229 0 —
☆GOOG funds › ALPHABET INC CLASS CLASS C EXIT — 0.0% -2.1% 0.0 0 -17,166 0 —
☆NVDA funds › NVIDIA CORP EXIT — 0.0% -2.3% 0.0 0 -30,972 0 —
☆SPHQ funds › INVESCO S&P 500 QUALITY ETF EXIT — 0.0% -0.1% 0.0 0 -3,421 0 —
☆CVX funds › CHEVRON CORP NEW EXIT — 0.0% -0.2% 0.0 0 -1,776 0 —
☆NEM funds › NEWMONT CORP EXIT — 0.0% -0.2% 0.0 0 -3,619 0 —
☆DTM funds › DT MIDSTREAM INC EXIT — 0.0% -0.1% 0.0 0 -1,850 0 —
☆TLT funds › ISHARES 20 YEAR TREASURY BOND ETF EXIT — 0.0% -1.0% 0.0 0 -25,650 0 —
☆AMD funds › ADVANCED MICRO DEVIC EXIT — 0.0% -0.4% 0.0 0 -5,045 0 —
☆IWB funds › ISHARES RUSSELL 1000 ETF EXIT — 0.0% -0.1% 0.0 0 -930 0 —
☆WMT funds › WALMART INC EXIT — 0.0% -0.3% 0.0 0 -5,325 0 —
☆CUSIP:315910679 funds › FIDELITY ADVISOR INTL SMALL CAP I EXIT — 0.0% -0.7% 0.0 0 -44,727 0 —
☆VLO funds › VALERO ENERGY CORP NEW EXIT — 0.0% -0.2% 0.0 0 -1,472 0 —
☆JNJ funds › JOHNSON & JOHNSON EXIT — 0.0% -0.4% 0.0 0 -3,467 0 —
☆SMCI funds › SUPER MICRO COMPUTER INC EXIT — 0.0% -0.1% 0.0 0 -9,725 0 —
☆DTE funds › DTE ENERGY CO EXIT — 0.0% -0.1% 0.0 0 -2,275 0 —
☆AMAT funds › APPLIED MATLS INC EXIT — 0.0% -0.2% 0.0 0 -1,117 0 —
☆AOSL funds › ALPHA & OMEGA SEMICOND F EXIT — 0.0% -0.1% 0.0 0 -11,337 0 —
☆CUSIP:901165209 funds › TWEEDY, BROWNE VALUE EXIT — 0.0% -0.1% 0.0 0 -14,117 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INCLASS CLASS A EXIT — 0.0% -1.4% 0.0 0 -22,445 0 —
☆REGN funds › REGENERON PHARMACEUTICAL EXIT — 0.0% -0.2% 0.0 0 -745 0 —
☆JD funds › JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS EXIT — 0.0% -0.1% 0.0 0 -8,284 0 —
☆BX funds › BLACKSTONE INC EXIT — 0.0% -0.1% 0.0 0 -2,385 0 —
☆TSM funds › TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS EXIT — 0.0% -0.2% 0.0 0 -1,345 0 —
☆INFQ funds › INFLEQTION INC CLASS A EXIT — 0.0% -0.1% 0.0 0 -27,800 0 —
☆ZETA funds › ZETA GLOBAL HLDGS CORP CLASS CLASS A EXIT — 0.0% -0.4% 0.0 0 -63,950 0 —
☆OPRA funds › OPERA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.2% 0.0 0 -24,860 0 —
☆CUSIP:06828M108 funds › BARON PARTNERS RETAIL EXIT — 0.0% -6.0% 0.0 0 -58,165 0 —
☆BA funds › BOEING CO EXIT — 0.0% -0.2% 0.0 0 -1,963 0 —
☆PFE funds › PFIZER INC EXIT — 0.0% -0.2% 0.0 0 -17,262 0 —
☆ABBV funds › ABBVIE INC EXIT — 0.0% -0.4% 0.0 0 -4,427 0 —
☆PANW funds › PALO ALTO NETWORKS INC EXIT — 0.0% -0.2% 0.0 0 -2,367 0 —
☆QCOM funds › QUALCOMM INC EXIT — 0.0% -0.2% 0.0 0 -4,424 0 —
☆CUSIP:06051XCQ3 funds › BANK OF AMERICA, 4.8 26CD FDIC INS DUE 04/20/26US EXIT — 0.0% -0.1% 0.0 0 -225,000 0 —
☆ETN funds › EATON CORP PLC F EXIT — 0.0% -0.3% 0.0 0 -1,936 0 —
☆IVW funds › ISHARES S&P 500 GROWTH ETF EXIT — 0.0% -1.6% 0.0 0 -33,607 0 —
☆S funds › SENTINELONE INC CLASS CLASS A EXIT — 0.0% -0.4% 0.0 0 -76,278 0 —
☆GDX funds › VANECK GOLD MINERS ETF EXIT — 0.0% -0.1% 0.0 0 -2,830 0 —
☆CUSIP:808515613 funds › SCHWAB GOVERNMENT MONEY INV EXIT — 0.0% -6.8% 0.0 0 -15,631,635 0 —
☆CUSIP:921908604 funds › VANGUARD DIVIDEND GROWTH FUND INV EXIT — 0.0% -0.7% 0.0 0 -56,239 0 —
☆GEV funds › GE VERNOVA INC EXIT — 0.0% -0.2% 0.0 0 -433 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.3% 0.0 0 -2,285 0 —
☆SM funds › SM ENERGY CO EXIT — 0.0% -0.3% 0.0 0 -20,609 0 —
☆SDY funds › STATE STREET SPDR S&P DIVIDEND ETF EXIT — 0.0% -0.7% 0.0 0 -11,465 0 —
☆JPM funds › JPMORGAN CHASE & CO EXIT — 0.0% -0.3% 0.0 0 -2,018 0 —
☆RTX funds › RTX CORP EXIT — 0.0% -0.5% 0.0 0 -5,905 0 —
☆CUSIP:91282CDJ7 funds › US TREASU NT 1.375 11/31UST NOTE DUE 11/15/31 EXIT — 0.0% -0.1% 0.0 0 -350,000 0 —
☆AVGO funds › BROADCOM INC EXIT — 0.0% -2.1% 0.0 0 -15,725 0 —
☆GRNY funds › FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF EXIT — 0.0% -2.0% 0.0 0 -197,883 0 —
☆CUSIP:54400C106 funds › LORD ABBETT CR OPPORTUNITIES INST EXIT — 0.0% -0.7% 0.0 0 -202,550 0 —
☆CUSIP:92647Q686 funds › VICTORY RS INTERNATIONAL Y EXIT — 0.0% -0.5% 0.0 0 -58,827 0 —
☆MRK funds › MERCK & CO. INC. EXIT — 0.0% -0.7% 0.0 0 -12,872 0 —
☆SQM funds › SOCIEDAD QUIMICA Y MIN FSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.1% 0.0 0 -4,134 0 —
☆DUK funds › DUKE ENERGY CORP NEW EXIT — 0.0% -0.1% 0.0 0 -1,760 0 —
☆JEPQ funds › JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF EXIT — 0.0% -0.1% 0.0 0 -4,600 0 —
☆HSAI funds › HESAI GROUP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS EXIT — 0.0% -0.1% 0.0 0 -16,340 0 —
☆AAPL funds › APPLE INC EXIT — 0.0% -1.7% 0.0 0 -15,732 0 —
☆CUSIP:314172198 funds › FEDERATED HERMES MDT MID CAP GROWTH IS EXIT — 0.0% -1.5% 0.0 0 -58,320 0 —
☆MSFT funds › MICROSOFT CORP EXIT — 0.0% -2.0% 0.0 0 -12,366 0 —
☆CUSIP:922908710 funds › VANGUARD 500 INDEX ADMIRAL EXIT — 0.0% -0.2% 0.0 0 -791 0 —
☆GLXY funds › GALAXY DIGITAL INC CLASS CLASS A EXIT — 0.0% -0.2% 0.0 0 -19,475 0 —
☆CUSIP:54401U204 funds › LORD ABBETT CORPORATE OPPORTUNITIES I EXIT — 0.0% -0.2% 0.0 0 -39,538 0 —
☆IBM funds › IBM CORP EXIT — 0.0% -2.0% 0.0 0 -19,052 0 —
☆IWM funds › ISHARES RUSSELL 2000 ETF EXIT — 0.0% -1.4% 0.0 0 -13,344 0 —
☆V funds › VISA INC CLASS CLASS A EXIT — 0.0% -0.1% 0.0 0 -844 0 —
☆NG funds › NOVAGOLD RES INC F EXIT — 0.0% -0.2% 0.0 0 -44,950 0 —
☆GLW funds › CORNING INC EXIT — 0.0% -0.2% 0.0 0 -3,479 0 —
☆CRWD funds › CROWDSTRIKE HLDGS INC CLASS A EXIT — 0.0% -0.1% 0.0 0 -803 0 —
☆AMZN funds › AMAZON.COM INC EXIT — 0.0% -1.7% 0.0 0 -19,150 0 —
☆AON funds › AON PLC FCLASS CLASS A EXIT — 0.0% -0.3% 0.0 0 -1,900 0 —
☆CUSIP:922907407 funds › VANGUARD HIGH-YIELD TAX-EXEMPT EXIT — 0.0% -0.1% 0.0 0 -27,539 0 —
☆CUSIP:72201U638 funds › PIMCO MORTGAGE OPPORTUNITIES AND BDINSTL EXIT — 0.0% -0.2% 0.0 0 -46,422 0 —
☆PSX funds › PHILLIPS 66 EXIT — 0.0% -0.1% 0.0 0 -1,184 0 —
☆CUSIP:922907878 funds › VANGUARD INTERM-TERM TX-EX ADM EXIT — 0.0% -0.1% 0.0 0 -14,978 0 —
☆PAA funds › PLAINS ALL AMERICAN P LP EXIT — 0.0% -0.1% 0.0 0 -10,300 0 —
☆VIG funds › VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES EXIT — 0.0% -0.1% 0.0 0 -1,204 0 —
☆MS funds › MORGAN STANLEY EXIT — 0.0% -0.1% 0.0 0 -1,300 0 —
☆CUSIP:552989709 funds › MFS INCOME I EXIT — 0.0% -0.1% 0.0 0 -53,200 0 —

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 0 0 0.50 0% 0.000 0.000 — left
2026Q1 232 169 0.08 37% 0.026 0.283 — in
2025Q4 239 187 0.07 36% 0.022 0.253 — in
2025Q3 236 179 0.07 36% 0.023 0.255 — in
2025Q2 223 179 0.11 36% 0.024 0.227 — entered
2025Q1 197 157 0.00 36% 0.031 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