☆LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Quality Q
0.077
AUM ($M)
213
Positions
124
Turnover
0.24
Top-10 wt
34%
Herfindahl
0.021
History (qtrs)
2
Excess Return
—
AI Eval Run AI Eval
Holdings · 135 positions · portfolio value $213M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AMLP funds › | ALERIAN MLP ETF | ADD | ETP | 6.0% | -0.6% | 12.8 | 246,815 | +4,388 | 1 | — |
| ☆GSGO funds › | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | TRIM | — | 4.9% | +0.4% | 10.5 | 232,435 | -3,280 | 1 | — |
| ☆AAPL funds › | APPLE INCORPORATED | ADD | — | 3.4% | +2.5% | 7.3 | 25,238 | +18,465 | 1 | — |
| ☆SPG funds › | SIMON PROPERTY GROUP INCORPORATED NEW REIT | ADD | — | 3.1% | +0.3% | 6.6 | 29,621 | +385 | 1 | — |
| ☆BNDX funds › | VANGUARD TOTAL INTERNATIONAL BOND ETF | ADD | — | 3.0% | +2.8% | 6.3 | 130,734 | +123,584 | 1 | — |
| ☆WCMI funds › | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | TRIM | — | 2.8% | -0.0% | 5.9 | 301,672 | -19,719 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORPORATION | ADD | — | 2.8% | +0.3% | 5.9 | 15,743 | +2,956 | 1 | — |
| ☆ASML funds › | ASML HOLDING NV (NETHERLANDS) | ADD | — | 2.7% | +2.4% | 5.7 | 2,880 | +2,499 | 1 | — |
| ☆AEP funds › | AMERICAN ELEC PWR COMPANY INCORPORATED | TRIM | — | 2.5% | -0.6% | 5.3 | 38,757 | -6,701 | 1 | — |
| ☆IG funds › | PRINCIPAL INVESTMENT GRADE CORPORATE ETF | ADD | — | 2.4% | -0.2% | 5.0 | 243,672 | +4,206 | 1 | — |
| ☆PPL funds › | PPL CORPORATION | ADD | — | 2.3% | -0.4% | 5.0 | 137,349 | +320 | 1 | — |
| ☆PSA funds › | PUBLIC STORAGE REIT | ADD | — | 2.2% | +0.2% | 4.7 | 14,684 | +413 | 1 | — |
| ☆WM funds › | WASTE MGMT INCORPORATED DEL | ADD | — | 2.2% | -0.0% | 4.7 | 20,894 | +2,218 | 1 | — |
| ☆AXP funds › | AMERICAN EXPRESS COMPANY | TRIM | — | 2.1% | -0.0% | 4.6 | 13,453 | -171 | 1 | — |
| ☆MAA funds › | MID-AMER APT CMNTYS INCORPORATED REIT | ADD | — | 2.1% | +0.2% | 4.5 | 32,159 | +1,948 | 1 | — |
| ☆ED funds › | CONSOLIDATED EDISON INCORPORATED | ADD | — | 2.1% | -0.3% | 4.4 | 39,467 | +234 | 1 | — |
| ☆HYLS funds › | FIRST TRUST TACTICAL HIGH YIELD ETF | ADD | — | 1.9% | -0.1% | 4.1 | 101,027 | +4,125 | 1 | — |
| ☆MAR funds › | MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | ADD | — | 1.9% | +0.6% | 4.0 | 10,891 | +3,348 | 1 | — |
| ☆LLY funds › | ELI LILLY & COMPANY | TRIM | — | 1.8% | -0.0% | 3.9 | 3,251 | -598 | 1 | — |
| ☆AEE funds › | AMEREN CORPORATION | TRIM | — | 1.8% | -0.4% | 3.8 | 33,494 | -4,284 | 1 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INCORPORATED | NEW | — | 1.8% | +1.8% | 3.7 | 7,524 | +7,524 | 1 | — |
| ☆GOOG funds › | ALPHABET INCORPORATED CAP STK CLASS C | ADD | — | 1.7% | +1.6% | 3.7 | 10,518 | +9,814 | 1 | — |
| ☆EVT funds › | EATON VANCE TAX ADVT DIV INCM | ADD | — | 1.7% | +0.5% | 3.6 | 128,835 | +38,052 | 1 | — |
| ☆MNST funds › | MONSTER BEVERAGE CORPORATION NEW | ADD | — | 1.7% | +0.8% | 3.5 | 36,610 | +14,074 | 1 | — |
| ☆DUK funds › | DUKE ENERGY CORPORATION NEW COM NEW | TRIM | — | 1.5% | -1.8% | 3.1 | 24,796 | -23,496 | 1 | — |
| ☆SO funds › | SOUTHERN COMPANY | TRIM | — | 1.5% | -1.8% | 3.1 | 32,657 | -31,865 | 1 | — |
| ☆CAT funds › | CATERPILLAR INCORPORATED | TRIM | — | 1.4% | +0.4% | 3.1 | 2,890 | -55 | 1 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INCORPORATED CLASS A | TRIM | — | 1.4% | +0.6% | 3.0 | 3,915 | -128 | 1 | — |
| ☆TKO funds › | TKO GROUP HOLDINGS INCORPORATED CLASS A | NEW | — | 1.3% | +1.3% | 2.7 | 13,540 | +13,540 | 1 | — |
| ☆VBF funds › | INVESCO BD FD | TRIM | — | 1.2% | -0.3% | 2.6 | 172,032 | -18,329 | 1 | — |
| ☆MCK funds › | MCKESSON CORPORATION | TRIM | — | 1.2% | -0.9% | 2.6 | 3,400 | -1,363 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 1.2% | -0.5% | 2.5 | 14,850 | -356 | 1 | — |
| ☆MLM funds › | MARTIN MARIETTA MATLS INCORPORATED | NEW | — | 1.2% | +1.2% | 2.4 | 4,246 | +4,246 | 1 | — |
| ☆COF funds › | CAPITAL ONE FINL CORPORATION | TRIM | — | 1.1% | -1.0% | 2.3 | 11,529 | -10,385 | 1 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORPORATION | HOLD | — | 1.0% | -0.3% | 2.0 | 3,971 | +0 | 1 | — |
| ☆ABBV funds › | ABBVIE INCORPORATED | ADD | — | 0.9% | +0.2% | 1.9 | 7,513 | +1,093 | 1 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INCORPORATED | TRIM | — | 0.9% | -1.3% | 1.8 | 4,875 | -10,055 | 1 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.8% | +0.2% | 1.7 | 15,390 | +6,453 | 1 | — |
| ☆BTSG funds › | BRIGHTSPRING HEALTH SVCS INCORPORATED | ADD | — | 0.8% | +0.3% | 1.7 | 24,470 | +452 | 1 | — |
| ☆WSBC funds › | WESBANCO INCORPORATED | TRIM | — | 0.8% | +0.0% | 1.6 | 41,823 | -801 | 1 | — |
| ☆GLW funds › | CORNING INCORPORATED | NEW | — | 0.8% | +0.8% | 1.6 | 6,350 | +6,350 | 1 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHINES | TRIM | — | 0.8% | -2.8% | 1.6 | 5,701 | -22,260 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & COMPANY | TRIM | — | 0.7% | -0.0% | 1.4 | 4,287 | -122 | 1 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INCORPORATED | TRIM | — | 0.6% | +0.0% | 1.3 | 5,312 | -23 | 1 | — |
| ☆FIX funds › | COMFORT SYSTEMS USA INCORPORATED | ADD | — | 0.6% | +0.2% | 1.3 | 651 | +32 | 1 | — |
| ☆AMZN funds › | AMAZON COM INCORPORATED | TRIM | — | 0.6% | -0.9% | 1.3 | 5,308 | -8,328 | 1 | — |
| ☆EIPI funds › | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | TRIM | — | 0.6% | -0.2% | 1.2 | 54,170 | -7,146 | 1 | — |
| ☆DIS funds › | DISNEY WALT COMPANY | ADD | — | 0.5% | -0.0% | 1.1 | 11,596 | +359 | 1 | — |
| ☆GE funds › | GE AEROSPACE COM NEW | ADD | — | 0.5% | +0.1% | 1.0 | 2,804 | +107 | 1 | — |
| ☆CHDN funds › | CHURCHILL DOWNS INCORPORATED | TRIM | — | 0.5% | -0.1% | 1.0 | 11,622 | -670 | 1 | — |
| ☆JBL funds › | JABIL INCORPORATED | ADD | — | 0.5% | +0.1% | 1.0 | 2,570 | +209 | 1 | — |
| ☆CLS funds › | CELESTICA INCORPORATED (CANADA) | ADD | — | 0.5% | +0.1% | 1.0 | 2,662 | +211 | 1 | — |
| ☆PLD funds › | PROLOGIS INCORPORATED. REIT | TRIM | — | 0.5% | -0.1% | 1.0 | 7,087 | -806 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORPORATION | TRIM | — | 0.4% | -0.2% | 0.9 | 6,893 | -350 | 1 | — |
| ☆CRS funds › | CARPENTER TECHNOLOGY CORPORATION | NEW | — | 0.4% | +0.4% | 0.9 | 1,441 | +1,441 | 1 | — |
| ☆CSX funds › | CSX CORPORATION | TRIM | — | 0.4% | +0.0% | 0.9 | 18,408 | -219 | 1 | — |
| ☆CCJ funds › | CAMECO CORPORATION (CANADA) | ADD | — | 0.4% | +0.1% | 0.9 | 8,345 | +2,452 | 1 | — |
| ☆STRL funds › | STERLING INFRASTRUCTURE INCORPORATED | TRIM | — | 0.4% | -0.0% | 0.8 | 1,005 | -1,041 | 1 | — |
| ☆XLK funds › | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ADD | — | 0.4% | +0.2% | 0.8 | 4,313 | +1,183 | 1 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | HOLD | — | 0.4% | -0.0% | 0.8 | 3,184 | +0 | 1 | — |
| ☆NRG funds › | NRG ENERGY INCORPORATED COM NEW | TRIM | — | 0.4% | -0.9% | 0.8 | 5,277 | -11,814 | 1 | — |
| ☆VNQ funds › | VANGUARD REAL ESTATE ETF | TRIM | — | 0.3% | -0.0% | 0.7 | 7,558 | -102 | 1 | — |
| ☆LYV funds › | LIVE NATION ENTERTAINMENT INCORPORATED | NEW | — | 0.3% | +0.3% | 0.7 | 3,838 | +3,838 | 1 | — |
| ☆VIRT funds › | VIRTU FINL INCORPORATED CLASS A | NEW | — | 0.3% | +0.3% | 0.7 | 10,921 | +10,921 | 1 | — |
| ☆D funds › | DOMINION ENERGY INCORPORATED | TRIM | — | 0.3% | -0.4% | 0.6 | 9,398 | -12,452 | 1 | — |
| ☆CTVA funds › | CORTEVA INCORPORATED | NEW | — | 0.3% | +0.3% | 0.6 | 7,553 | +7,553 | 1 | — |
| ☆FFIV funds › | F5 INCORPORATED | NEW | — | 0.3% | +0.3% | 0.6 | 1,493 | +1,493 | 1 | — |
| ☆AER funds › | AERCAP HOLDINGS NV SHS (NETHERLANDS) | ADD | — | 0.3% | +0.0% | 0.6 | 4,050 | +190 | 1 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INCORPORATED | ADD | — | 0.3% | -0.1% | 0.6 | 2,009 | +50 | 1 | — |
| ☆DOC funds › | HEALTHPEAK PROPERTIES INCORPORATED REIT | TRIM | — | 0.3% | +0.0% | 0.6 | 27,048 | -3,499 | 1 | — |
| ☆ALNT funds › | ALLIENT INCORPORATED | ADD | — | 0.3% | +0.1% | 0.6 | 5,525 | +243 | 1 | — |
| ☆VTR funds › | VENTAS INCORPORATED REIT | TRIM | — | 0.3% | -0.1% | 0.6 | 6,293 | -1,351 | 1 | — |
| ☆EQR funds › | EQUITY RESIDENTIAL SH BEN INT REIT | TRIM | — | 0.2% | -0.0% | 0.5 | 7,756 | -730 | 1 | — |
| ☆PG funds › | PROCTER & GAMBLE COMPANY | TRIM | — | 0.2% | -0.0% | 0.5 | 3,541 | -94 | 1 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 0.2% | -0.1% | 0.5 | 4,148 | +194 | 1 | — |
| ☆TIP funds › | ISHARES TR TIPS BD ETF | TRIM | — | 0.2% | -0.0% | 0.5 | 4,203 | -367 | 1 | — |
| ☆TJX funds › | TJX COMPANIES INCORPORATED NEW | NEW | — | 0.2% | +0.2% | 0.5 | 3,014 | +3,014 | 1 | — |
| ☆XLI funds › | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | ADD | — | 0.2% | +0.1% | 0.4 | 2,293 | +659 | 1 | — |
| ☆JCI funds › | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | TRIM | — | 0.2% | -0.0% | 0.4 | 2,892 | -125 | 1 | — |
| ☆WMB funds › | WILLIAMS COMPANIES INCORPORATED | TRIM | — | 0.2% | -0.0% | 0.4 | 5,487 | -828 | 1 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INCORPORATED CLASS B | TRIM | — | 0.2% | -0.0% | 0.4 | 3,756 | -97 | 1 | — |
| ☆EVR funds › | EVERCORE INCORPORATED CLASS A | ADD | — | 0.2% | +0.0% | 0.4 | 1,178 | +94 | 1 | — |
| ☆FRA funds › | BLACKROCK FLOATING RATE INCOME | TRIM | — | 0.2% | -0.1% | 0.4 | 35,746 | -9,299 | 1 | — |
| ☆MO funds › | ALTRIA GROUP INCORPORATED | HOLD | — | 0.2% | -0.0% | 0.4 | 5,200 | +0 | 1 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INCORPORATED | TRIM | — | 0.2% | +0.0% | 0.4 | 368 | -16 | 1 | — |
| ☆CSCO funds › | CISCO SYSTEMS INCORPORATED | HOLD | — | 0.2% | +0.0% | 0.4 | 3,125 | +0 | 1 | — |
| ☆SABA funds › | SABA CAPITAL INCOME & OPPORTUN COM NEW | TRIM | — | 0.2% | -0.0% | 0.4 | 43,916 | -6,425 | 1 | — |
| ☆YUM funds › | YUM BRANDS INCORPORATED | TRIM | — | 0.2% | -0.0% | 0.4 | 2,227 | -23 | 1 | — |
| ☆SPY funds › | STATE STREET SPDR S&P 500 ETF TRUST | TRIM | — | 0.2% | -0.0% | 0.3 | 445 | -73 | 1 | — |
| ☆HUM funds › | HUMANA INCORPORATED | NEW | — | 0.1% | +0.1% | 0.3 | 782 | +782 | 1 | — |
| ☆NBIX funds › | NEUROCRINE BIOSCIENCES INCORPORATED | NEW | — | 0.1% | +0.1% | 0.3 | 1,816 | +1,816 | 1 | — |
| ☆EBAY funds › | EBAY INCORPORATED. | TRIM | — | 0.1% | +0.0% | 0.3 | 2,716 | -61 | 1 | — |
| ☆ASH funds › | ASHLAND INCORPORATED | TRIM | — | 0.1% | +0.0% | 0.3 | 4,290 | -123 | 1 | — |
| ☆DG funds › | DOLLAR GENERAL CORPORATION | TRIM | — | 0.1% | -0.0% | 0.3 | 2,440 | -50 | 1 | — |
| ☆MCD funds › | MCDONALDS CORPORATION | TRIM | — | 0.1% | -0.0% | 0.3 | 1,035 | -2 | 1 | — |
| ☆KO funds › | COCA COLA COMPANY | TRIM | — | 0.1% | -0.0% | 0.3 | 3,439 | -150 | 1 | — |
| ☆LNG funds › | CHENIERE ENERGY INCORPORATED COM NEW | TRIM | — | 0.1% | -0.0% | 0.3 | 1,152 | -19 | 1 | — |
| ☆TSLA funds › | TESLA INCORPORATED | TRIM | — | 0.1% | -0.1% | 0.3 | 635 | -346 | 1 | — |
| ☆FLY funds › | FIREFLY AEROSPACE INCORPORATED | NEW | — | 0.1% | +0.1% | 0.3 | 9,034 | +9,034 | 1 | — |
| ☆TXRH funds › | TEXAS ROADHOUSE INCORPORATED | TRIM | — | 0.1% | -0.2% | 0.3 | 1,340 | -2,909 | 1 | — |
| ☆TEL funds › | TE CONNECTIVITY PLC ORD SHS (IRELAND) | HOLD | — | 0.1% | -0.0% | 0.3 | 1,250 | +0 | 1 | — |
| ☆XLF funds › | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | ADD | — | 0.1% | -0.0% | 0.2 | 4,622 | +53 | 1 | — |
| ☆T funds › | AT&T INCORPORATED | TRIM | — | 0.1% | -0.1% | 0.2 | 11,882 | -1,013 | 1 | — |
| ☆PEP funds › | PEPSICO INC | HOLD | — | 0.1% | -0.0% | 0.2 | 1,764 | +0 | 1 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORPORATION | HOLD | — | 0.1% | -0.0% | 0.2 | 743 | +0 | 1 | — |
| ☆TFC funds › | TRUIST FINL CORPORATION | HOLD | — | 0.1% | -0.0% | 0.2 | 4,637 | +0 | 1 | — |
| ☆GLD funds › | SPDR GOLD SHARES | TRIM | — | 0.1% | -0.0% | 0.2 | 622 | -55 | 1 | — |
| ☆WELL funds › | WELLTOWER INCORPORATED REIT | NEW | — | 0.1% | +0.1% | 0.2 | 1,000 | +1,000 | 1 | — |
| ☆META funds › | META PLATFORMS INCORPORATED CLASS A | TRIM | — | 0.1% | -1.4% | 0.2 | 397 | -4,736 | 1 | — |
| ☆RBCAA funds › | REPUBLIC BANCORP INCORPORATED KY CLASS A | NEW | — | 0.1% | +0.1% | 0.2 | 2,457 | +2,457 | 1 | — |
| ☆TMUS funds › | T-MOBILE US INCORPORATED | TRIM | — | 0.1% | -0.0% | 0.2 | 1,323 | -26 | 1 | — |
| ☆MMM funds › | 3M COMPANY | NEW | — | 0.1% | +0.1% | 0.2 | 1,370 | +1,370 | 1 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.1% | -0.0% | 0.2 | 237 | -4 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | HOLD | — | 0.1% | -0.0% | 0.2 | 443 | +0 | 1 | — |
| ☆FLKR funds › | FRANKLIN FTSE SOUTH KOREA ETF | NEW | — | 0.1% | +0.1% | 0.2 | 3,201 | +3,201 | 1 | — |
| ☆SYBT funds › | STOCK YDS BANCORP INCORPORATED | NEW | — | 0.1% | +0.1% | 0.2 | 2,762 | +2,762 | 1 | — |
| ☆BFA funds › | BROWN FORMAN CORPORATION CLASS A | TRIM | — | 0.1% | -0.0% | 0.2 | 7,683 | -91 | 1 | — |
| ☆EWI funds › | ISHARES INCORPORATED MSCI ITALY ETF | NEW | — | 0.1% | +0.1% | 0.2 | 3,539 | +3,539 | 1 | — |
| ☆JNK funds › | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | HOLD | — | 0.1% | -0.0% | 0.2 | 2,139 | +0 | 1 | — |
| ☆FRME funds › | FIRST MERCHANTS CORPORATION | NEW | — | 0.1% | +0.1% | 0.2 | 4,675 | +4,675 | 1 | — |
| ☆INTC funds › | INTEL CORPORATION | NEW | — | 0.1% | +0.1% | 0.2 | 1,439 | +1,439 | 1 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | NEW | — | 0.1% | +0.1% | 0.2 | 1,000 | +1,000 | 1 | — |
| ☆DNP funds › | DNP SELECT INCOME FD INCORPORATED | TRIM | — | 0.1% | -0.0% | 0.2 | 14,140 | -500 | 1 | — |
| ☆PGX funds › | INVESCO PREFERRED ETF | TRIM | — | 0.1% | -0.0% | 0.2 | 13,941 | -2,480 | 1 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORPORATION | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,718 | 0 | — |
| ☆CWB funds › | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -6,536 | 0 | — |
| ☆COCO funds › | VITA COCO COMPANY INCORPORATED | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,627 | 0 | — |
| ☆KYIV funds › | KYIVSTAR GROUP LIMITED ORD SHS (BERMUDA) | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -35,220 | 0 | — |
| ☆FVRR funds › | FIVERR INTERNATIONAL LIMITED ORD SHS (ISRAEL) | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -17,262 | 0 | — |
| ☆ORCL funds › | ORACLE CORPORATION | EXIT | — | 0.0% | -1.8% | 0.0 | 0 | -22,953 | 0 | — |
| ☆TTWO funds › | TAKE-TWO INTERACTIVE SOFTWARE | EXIT | — | 0.0% | -1.2% | 0.0 | 0 | -11,847 | 0 | — |
| ☆NU funds › | NU HLDGS LIMITED ORD SHS CLASS A (CAYMAN ISLANDS) | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -19,457 | 0 | — |
| ☆HUBB funds › | HUBBELL INCORPORATED | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -1,165 | 0 | — |
| ☆DKNG funds › | DRAFTKINGS INCORPORATED NEW COM CLASS A | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -21,768 | 0 | — |
| ☆CBRE funds › | CBRE GROUP INCORPORATED CLASS A | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,272 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 213 | 124 | 0.24 | 34% | 0.021 | 0.077 | — | entered |
| 2026Q1 | 192 | 113 | 0.00 | 35% | 0.022 | 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