Fund Universe

← Fund Universe

☆Flatrock Wealth Partners LLC

CIK 0002130067 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.335
AUM ($M)
255
Positions
173
Turnover
0.09
Top-10 wt
44%
Herfindahl
0.026
History (qtrs)
3
Excess Return
—

AI Eval Run AI Eval

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

Holdings · 193 positions · portfolio value $255M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AAPL funds › APPLE INC TRIM — 6.5% -0.1% 16.6 57,381 -853 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 6.4% +0.1% 16.4 21,923 +257 2 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 6.1% +0.1% 15.4 292,260 +22,352 2 —
☆LONZ funds › PIMCO ETF TR ADD — 4.6% -0.3% 11.7 237,146 +15,195 2 —
☆SPIB funds › SPDR SERIES TRUST ADD — 4.2% +0.1% 10.7 320,001 +48,524 2 —
☆BIL funds › SPDR SERIES TRUST ADD — 3.8% -0.2% 9.7 105,878 +9,061 2 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 3.3% +0.1% 8.5 307,609 +13,667 2 —
☆FNDX funds › SCHWAB STRATEGIC TR ADD — 3.3% +0.3% 8.4 268,507 +32,533 2 —
☆BOXX funds › EA SERIES TRUST ADD — 3.2% -0.1% 8.1 69,359 +5,640 2 —
☆CTRE funds › CARETRUST REIT INC TRIM — 2.7% -2.0% 6.8 166,118 -110,533 2 —
☆CUSIP:02072Q358 funds › EA SERIES TRUST HOLD — 2.1% -0.0% 5.4 101,682 +0 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.1% +0.1% 5.2 26,188 +1,540 2 —
☆VDE funds › VANGUARD WORLD FD TRIM — 2.0% -0.8% 5.1 34,265 -1,378 2 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 1.8% +1.1% 4.6 4,009 -394 2 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 1.8% +0.3% 4.5 142,544 +39,044 2 —
☆SCHB funds › SCHWAB STRATEGIC TR HOLD — 1.6% +0.0% 4.0 137,288 +0 2 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 1.5% +0.0% 3.9 10,569 +0 2 —
☆SCHH funds › SCHWAB STRATEGIC TR ADD — 1.5% +0.0% 3.7 157,233 +8,707 2 —
☆USMV funds › ISHARES TR ADD — 1.4% +0.3% 3.6 37,500 +10,884 2 —
☆IVV funds › ISHARES TR ADD — 1.4% +0.0% 3.6 4,815 +114 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.3% -0.2% 3.2 8,543 -69 2 —
☆AMZN funds › AMAZON COM INC ADD — 1.2% +0.1% 3.1 12,873 +1,521 2 —
☆GOOGL funds › ALPHABET INC ADD — 1.2% +0.1% 3.0 8,433 +256 2 —
☆SCHP funds › SCHWAB STRATEGIC TR ADD — 1.2% +0.2% 2.9 110,950 +28,703 2 —
☆MINT funds › PIMCO ETF TR TRIM — 1.2% -0.6% 2.9 29,071 -10,084 2 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 1.1% +0.2% 2.7 53,348 +14,559 2 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.0% +0.2% 2.7 3,879 +625 2 —
☆CIEN funds › CIENA CORP ADD — 1.0% +0.1% 2.5 5,043 +33 2 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS ADD — 0.9% +0.1% 2.3 42,306 +9,024 2 —
☆GOOG funds › ALPHABET INC ADD — 0.9% +0.1% 2.3 6,470 +269 2 —
☆FNDA funds › SCHWAB STRATEGIC TR ADD — 0.9% +0.1% 2.2 59,039 +7,602 2 —
☆MUB funds › ISHARES TR TRIM — 0.8% -0.1% 2.1 19,155 -71 2 —
☆CUSIP:02072Q853 funds › EA SERIES TRUST HOLD — 0.7% -0.0% 1.9 31,250 +0 2 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.7% +0.0% 1.8 20,175 +16,118 2 —
☆VT funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.7% -0.0% 1.7 10,612 +0 2 —
☆TSLA funds › TESLA INC ADD — 0.6% +0.0% 1.6 3,716 +285 2 —
☆AVGO funds › BROADCOM INC ADD — 0.6% +0.0% 1.5 4,086 +37 2 —
☆WMT funds › WALMART INC TRIM — 0.6% -0.3% 1.4 12,738 -2,309 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.5% -0.0% 1.3 2,542 +95 2 —
☆META funds › META PLATFORMS INC TRIM — 0.5% -0.1% 1.2 2,207 -9 2 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.5% +0.1% 1.2 1,634 +34 2 —
☆EFA funds › ISHARES TR ADD — 0.4% -0.0% 1.1 10,599 +360 2 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.4% +0.1% 1.1 3,229 +489 2 —
☆BILS funds › SPDR SERIES TRUST ADD — 0.4% +0.2% 1.0 10,201 +5,585 2 —
☆LLY funds › ELI LILLY & CO ADD — 0.4% +0.1% 1.0 816 +76 2 —
☆SMFG funds › SUMITOMO MITSUI FIN GRP INC ADD — 0.4% +0.0% 1.0 40,757 +565 2 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.4% +0.2% 1.0 2,241 +70 2 —
☆ESLT funds › ELBIT SYS LTD HOLD — 0.4% -0.1% 1.0 1,264 +0 2 —
☆INTC funds › INTEL CORP TRIM — 0.4% +0.2% 0.9 6,580 -3,553 2 —
☆V funds › VISA INC ADD — 0.3% +0.1% 0.8 2,372 +401 2 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.3% -0.0% 0.8 3,126 -35 2 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.3% -0.0% 0.8 9,906 +51 2 —
☆SCHA funds › SCHWAB STRATEGIC TR HOLD — 0.3% +0.0% 0.8 20,988 +0 2 —
☆CART funds › MAPLEBEAR INC TRIM — 0.3% +0.0% 0.7 15,762 -281 2 —
☆PXF funds › INVESCO EXCH TRADED FD TR II TRIM — 0.3% -0.0% 0.7 9,323 -191 2 —
☆CAT funds › CATERPILLAR INC ADD — 0.3% +0.1% 0.7 646 +13 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.3% +0.3% 0.7 1,178 +1,178 1 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.3% -0.1% 0.7 731 -33 2 —
☆C funds › CITIGROUP INC ADD — 0.3% +0.0% 0.7 4,852 +317 2 —
☆CSCO funds › CISCO SYS INC ADD — 0.3% +0.1% 0.7 5,586 +129 2 —
☆BAC funds › BANK OF AMER CORP ADD — 0.3% +0.0% 0.7 11,433 +1,321 2 —
☆FIX funds › COMFORT SYS USA INC ADD — 0.2% +0.1% 0.6 320 +2 2 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.2% +0.1% 0.6 1,494 +255 2 —
☆MRK funds › MERCK & CO INC TRIM — 0.2% -0.0% 0.6 4,437 -266 2 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.2% +0.1% 0.6 880 -103 2 —
☆TJX funds › TJX COS INC NEW TRIM — 0.2% -0.0% 0.5 3,603 -35 2 —
☆CB funds › CHUBB LIMITED ADD — 0.2% -0.0% 0.5 1,596 +120 2 —
☆GEV funds › GE VERNOVA INC ADD — 0.2% +0.0% 0.5 457 +40 2 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.2% -0.1% 0.5 9,150 -484 2 —
☆GE funds › GE AEROSPACE TRIM — 0.2% -0.0% 0.5 1,394 -337 2 —
☆E funds › ENI SPA HOLD — 0.2% -0.1% 0.5 10,876 +0 2 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM — 0.2% +0.1% 0.5 506 -55 2 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.2% +0.1% 0.5 660 -29 2 —
☆WPM funds › WHEATON PRECIOUS METALS CORP TRIM — 0.2% -0.1% 0.5 4,206 -4 2 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.2% -0.0% 0.5 2,850 +385 2 —
☆CALI funds › BLACKROCK ETF TRUST II NEW — 0.2% +0.2% 0.5 9,341 +9,341 1 —
☆IEFA funds › ISHARES TR ADD — 0.2% -0.0% 0.5 4,839 +294 2 —
☆CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T ADD — 0.2% +0.0% 0.5 8,346 +15 2 —
☆ASML funds › ASML HLDG NV HOLD — 0.2% +0.0% 0.5 233 +0 2 —
☆CNC funds › CENTENE CORP DEL TRIM — 0.2% +0.1% 0.4 6,915 -996 2 —
☆PCG funds › PG&E CORP TRIM — 0.2% -0.0% 0.4 26,209 -1,033 2 —
☆TD funds › TORONTO DOMINION BK ONT ADD — 0.2% +0.0% 0.4 3,585 +19 2 —
☆HSBC funds › HSBC HLDGS PLC ADD — 0.2% +0.0% 0.4 4,524 +91 2 —
☆EIX funds › EDISON INTL TRIM — 0.2% -0.0% 0.4 5,742 -649 2 —
☆FDX funds › FEDEX CORP TRIM — 0.2% -0.1% 0.4 1,335 -6 2 —
☆SNDK funds › SANDISK CORP NEW — 0.2% +0.2% 0.4 184 +184 1 —
☆WFC funds › WELLS FARGO & CO NEW — 0.2% +0.2% 0.4 4,891 +4,891 1 —
☆FTNT funds › FORTINET INC ADD — 0.2% +0.1% 0.4 2,613 +108 2 —
☆KKR funds › KKR & CO INC TRIM — 0.2% -0.0% 0.4 4,351 -80 2 —
☆GM funds › GENERAL MTRS CO ADD — 0.2% -0.0% 0.4 5,130 +339 2 —
☆JBHT funds › HUNT J B TRANS SVCS INC ADD — 0.2% +0.0% 0.4 1,364 +77 2 —
☆NVS funds › NOVARTIS AG TRIM — 0.2% -0.0% 0.4 2,503 -24 2 —
☆FTI funds › TECHNIPFMC PLC ADD — 0.2% -0.0% 0.4 5,873 +188 2 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.2% -0.0% 0.4 2,100 -49 2 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.1% +0.1% 0.4 884 +884 1 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.1% -0.0% 0.4 4,536 +0 2 —
☆TER funds › TERADYNE INC ADD — 0.1% +0.1% 0.4 785 +51 2 —
☆APH funds › AMPHENOL CORP TRIM — 0.1% +0.0% 0.4 2,120 -397 2 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% -0.1% 0.4 2,552 -1,141 2 —
☆MS funds › MORGAN STANLEY NEW — 0.1% +0.1% 0.4 1,784 +1,784 1 —
☆PSX funds › PHILLIPS 66 ADD — 0.1% -0.0% 0.4 2,197 +217 2 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.1% +0.0% 0.4 1,845 +286 2 —
☆PL funds › PLANET LABS PBC TRIM — 0.1% +0.0% 0.4 11,135 -28 2 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.1% -0.0% 0.4 10,941 +491 2 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.1% +0.0% 0.4 357 +25 2 —
☆ABNB funds › AIRBNB INC TRIM — 0.1% -0.0% 0.4 2,520 -27 2 —
☆ED funds › CONSOLIDATED EDISON INC ADD — 0.1% -0.0% 0.4 3,175 +292 2 —
☆KLAC funds › KLA CORP NEW — 0.1% +0.1% 0.4 1,161 +1,161 1 —
☆CMI funds › CUMMINS INC ADD — 0.1% +0.0% 0.3 477 +63 2 —
☆TLT funds › ISHARES TR TRIM — 0.1% -0.1% 0.3 3,788 -2,756 2 —
☆NVO funds › NOVO-NORDISK A S ADD — 0.1% +0.0% 0.3 6,706 +259 2 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.1% -0.0% 0.3 627 +59 2 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.1% +0.0% 0.3 5,055 +379 2 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.1% +0.0% 0.3 941 +12 2 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.1% +0.0% 0.3 1,250 +145 2 —
☆APO funds › APOLLO GLOBAL MGMT INC TRIM — 0.1% -0.0% 0.3 2,584 -22 2 —
☆SHEL funds › SHELL PLC ADD — 0.1% -0.0% 0.3 3,940 +15 2 —
☆USB funds › US BANCORP TRIM — 0.1% -0.0% 0.3 4,982 -120 2 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.1% -0.0% 0.3 2,124 -649 2 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.1% +0.0% 0.3 297 +32 2 —
☆BX funds › BLACKSTONE INC TRIM — 0.1% -0.0% 0.3 2,449 -132 2 —
☆PDX funds › PIMCO DYNAMIC INCOME STRATEG ADD — 0.1% -0.0% 0.3 13,586 +11 2 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.1% +0.0% 0.3 2,751 -374 2 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.1% -0.1% 0.3 800 -302 2 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 0.3 987 +46 2 —
☆ES funds › EVERSOURCE ENERGY NEW — 0.1% +0.1% 0.3 3,719 +3,719 1 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.1% +0.0% 0.3 1,028 +196 2 —
☆CUSIP:500767553 funds › KRANESHARES TRUST TRIM — 0.1% -0.0% 0.3 15,694 -361 2 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.1% -0.0% 0.3 1,522 -319 2 —
☆B funds › BARRICK MNG CORP TRIM — 0.1% -0.0% 0.3 7,039 -56 2 —
☆BA funds › BOEING CO NEW — 0.1% +0.1% 0.3 1,191 +1,191 1 —
☆CRS funds › CARPENTER TECHNOLOGY CORP NEW — 0.1% +0.1% 0.3 409 +409 1 —
☆ROST funds › ROSS STORES INC NEW — 0.1% +0.1% 0.2 1,174 +1,174 1 —
☆GLDM funds › WORLD GOLD TR HOLD — 0.1% -0.0% 0.2 3,137 +0 2 —
☆TXN funds › TEXAS INSTRS INC NEW — 0.1% +0.1% 0.2 832 +832 1 —
☆KO funds › COCA COLA CO TRIM — 0.1% -0.0% 0.2 3,007 -382 2 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.2 479 -115 2 —
☆EXEL funds › EXELIXIS INC TRIM — 0.1% -0.0% 0.2 4,516 -1,773 2 —
☆RTX funds › RTX CORPORATION TRIM — 0.1% -0.0% 0.2 1,293 -2 2 —
☆HD funds › HOME DEPOT INC NEW — 0.1% +0.1% 0.2 688 +688 1 —
☆PEP funds › PEPSICO INC TRIM — 0.1% -0.1% 0.2 1,782 -956 2 —
☆AON funds › AON PLC NEW — 0.1% +0.1% 0.2 727 +727 1 —
☆BWA funds › BORGWARNER INC TRIM — 0.1% -0.0% 0.2 3,619 -689 2 —
☆RY funds › ROYAL BK CDA NEW — 0.1% +0.1% 0.2 1,161 +1,161 1 —
☆DAL funds › DELTA AIR LINES INC TRIM — 0.1% -0.0% 0.2 2,562 -979 2 —
☆ABBV funds › ABBVIE INC NEW — 0.1% +0.1% 0.2 942 +942 1 —
☆LIN funds › LINDE PLC TRIM — 0.1% -0.0% 0.2 456 -22 2 —
☆NEM funds › NEWMONT CORP ADD — 0.1% -0.0% 0.2 2,522 +50 2 —
☆SAN funds › BANCO SANTANDER SA ADD — 0.1% +0.0% 0.2 17,044 +932 2 —
☆BHP funds › BHP BILLITON LIMITED TRIM — 0.1% -0.0% 0.2 2,794 -24 2 —
☆TGT funds › TARGET CORP NEW — 0.1% +0.1% 0.2 1,780 +1,780 1 —
☆REGN funds › REGENERON PHARMACEUTICALS TRIM — 0.1% -0.0% 0.2 372 -5 2 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.1% -0.0% 0.2 2,132 -327 2 —
☆PAYX funds › PAYCHEX INC NEW — 0.1% +0.1% 0.2 2,325 +2,325 1 —
☆GOVT funds › ISHARES TR ADD — 0.1% -0.0% 0.2 10,025 +22 2 —
☆MUFG funds › MITSUBISHI UFJ FINANCIAL GRO ADD — 0.1% +0.0% 0.2 11,210 +125 2 —
☆EQIX funds › EQUINIX INC NEW — 0.1% +0.1% 0.2 215 +215 1 —
☆MOH funds › MOLINA HEALTHCARE INC NEW — 0.1% +0.1% 0.2 969 +969 1 —
☆RNR funds › RENAISSANCERE HLDGS LTD TRIM — 0.1% -0.0% 0.2 694 -67 2 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN NEW — 0.1% +0.1% 0.2 968 +968 1 —
☆NTRA funds › NATERA INC NEW — 0.1% +0.1% 0.2 789 +789 1 —
☆BNY funds › BANK OF NY MELLON CORP NEW — 0.1% +0.1% 0.2 1,459 +1,459 1 —
☆ADI funds › ANALOG DEVICES INC NEW — 0.1% +0.1% 0.2 519 +519 1 —
☆EME funds › EMCOR GROUP INC NEW — 0.1% +0.1% 0.2 244 +244 1 —
☆CFG funds › CITIZENS FINL GROUP INC NEW — 0.1% +0.1% 0.2 2,885 +2,885 1 —
☆MT funds › ARCELORMITTAL SA LUXEMBOURG NEW — 0.1% +0.1% 0.2 3,352 +3,352 1 —
☆ETHA funds › ISHARES ETHEREUM TR HOLD — 0.1% -0.0% 0.2 15,836 +0 2 —
☆PDI funds › PIMCO DYNAMIC INCOME FD TRIM — 0.1% -0.1% 0.2 10,760 -5,425 2 —
☆MFG funds › MIZUHO FINANCIAL GROUP INC ADD — 0.1% +0.0% 0.2 18,818 +1,933 2 —
☆LYG funds › LLOYDS BANKING GROUP PLC TRIM — 0.1% -0.0% 0.1 22,399 -2,064 2 —
☆ITUB funds › ITAU UNIBANCO HLDG S A HOLD — 0.0% -0.0% 0.1 13,596 +0 2 —
☆IMDX funds › INSIGHT MOLECULAR DIA INC HOLD — 0.0% +0.0% 0.1 13,044 +0 2 —
☆COTY funds › COTY INC HOLD — 0.0% -0.0% 0.0 12,136 +0 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.4% 0.0 0 -4,739 0 —
☆TM funds › TOYOTA MOTOR CORP EXIT — 0.0% -0.1% 0.0 0 -1,492 0 —
☆TSN funds › TYSON FOODS INC EXIT — 0.0% -0.1% 0.0 0 -3,806 0 —
☆TSI funds › TCW STRATEGIC INCOME FD INC EXIT — 0.0% -0.0% 0.0 0 -10,706 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC EXIT — 0.0% -0.1% 0.0 0 -4,533 0 —
☆NFLX funds › NETFLIX INC. EXIT — 0.0% -0.1% 0.0 0 -3,156 0 —
☆ADBE funds › ADOBE INC EXIT — 0.0% -0.1% 0.0 0 -879 0 —
☆DHR funds › DANAHER CORP DEL EXIT — 0.0% -0.1% 0.0 0 -1,158 0 —
☆CG funds › CARLYLE GROUP INC EXIT — 0.0% -0.1% 0.0 0 -4,548 0 —
☆MCK funds › MCKESSON CORP EXIT — 0.0% -0.1% 0.0 0 -237 0 —
☆BKNG funds › BOOKING HOLDINGS INC EXIT — 0.0% -0.1% 0.0 0 -55 0 —
☆CAR funds › AVIS BUDGET GROUP INC EXIT — 0.0% -0.1% 0.0 0 -1,541 0 —
☆MRSH funds › MARSH & MCLENNAN COS INC EXIT — 0.0% -0.1% 0.0 0 -1,444 0 —
☆MZTI funds › MARZETTI COMPANY EXIT — 0.0% -0.1% 0.0 0 -1,585 0 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.1% 0.0 0 -1,469 0 —
☆TTE funds › TOTALENERGIES SE EXIT — 0.0% -0.1% 0.0 0 -2,565 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.1% 0.0 0 -2,161 0 —
☆AMP funds › AMERIPRISE FINL INC EXIT — 0.0% -0.1% 0.0 0 -515 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -1,886 0 —
☆PFE funds › PFIZER INC EXIT — 0.0% -0.1% 0.0 0 -8,589 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 255 173 0.09 44% 0.026 0.335 — in
2026Q1 222 166 0.00 46% 0.028 0.527 — entered
2025Q4 222 166 0.00 46% 0.028 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