☆CUSIP:512807108
Flow ranking
Rank#8686
Score / z0.000 / -0.01
Consensus10.10 over 22 funds
Momentumnot computed
Price & positioning
No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownnot computed
Short interestnot computed
Forensics
No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.
Insider
No Form 4 activity on file for this ticker.
8-K events
No 8-K activity on file for this ticker.
Ownership
No ownership or capital-structure filings on file for this ticker.
LLM reads
Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆HUNTINGTON NATIONAL BANK CIK 0000049205 | 0.827 | 4753 | 0.0 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Archer Investment Corp CIK 0001803804 | 0.301 | 1254 | 0.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Poehling Capital Management, INC. CIK 0001730815 | 0.228 | 166 | 0.0 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 | 0.537 | 245 | 0.0 | 0.8% | 3 | +0.2 pp | +0.3 pp | +0.8 pp | +0.8 pp |
| ☆BIRINYI ASSOCIATES INC CIK 0001079738 | 0.758 | 61 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 pp | +0.0 pp | +0.0 pp |
| ☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 | 0.355 | 1181 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.3 pp |
| ☆Harvest Fund Management Co., Ltd CIK 0001694126 | 0.484 | 455 | 0.0 | 1.0% | 3 | +0.3 pp | +0.4 pp | +1.0 pp | +1.0 pp |
| ☆DCF Advisers, LLC CIK 0001802493 | 0.265 | 80 | 0.0 | 0.4% | 3 | +0.0 pp | +0.1 pp | +0.4 pp | +0.4 pp |
| ☆Promethos Capital, LLC CIK 0001908619 | 0.314 | 54 | 0.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Rheos Capital Works Inc. CIK 0001735445 | 0.176 | 82 | 0.0 | 1.1% | 1 | +1.1 pp | +1.1 pp | +1.1 pp | +1.1 pp |
| ☆ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 | 0.021 | 253 | 0.0 | 0.0% | 0 | -0.6 pp | -0.8 pp | +0.0 pp | +0.0 pp |
| ☆Orion Porfolio Solutions, LLC CIK 0001360533 | 0.738 | 1864 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 | 0.312 | 355 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Accent Capital Management, LLC CIK 0002014179 | 0.000 | 299 | 0.0 | 1.0% | 3 | +0.2 pp | +0.1 pp | +1.0 pp | +1.0 pp |
| ☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 | 0.279 | 166 | 0.0 | 0.7% | 3 | +0.1 pp | +0.2 pp | +0.7 pp | +0.7 pp |
| ☆New England Research & Management, Inc. CIK 0001596077 | 0.109 | 134 | 0.0 | 0.0% | 0 | +0.0 pp | -0.4 pp | +0.0 pp | +0.0 pp |
| ☆Greenwich Wealth Management LLC CIK 0001439805 | 0.759 | 296 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 | 0.769 | 442 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆West Oak Capital, LLC CIK 0001387399 | 0.631 | 279 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆Joseph Group Capital Management CIK 0001910383 | 0.433 | 387 | 0.0 | 2.0% | 3 | +0.3 pp | +0.1 pp | +2.0 pp | +2.0 pp |
| ☆Byrne Asset Management LLC CIK 0001911322 | 0.159 | 591 | 0.0 | 0.1% | 3 | -0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆WFA Asset Management Corp CIK 0001994434 | 0.679 | 196 | 0.0 | 0.0% | 0 | -0.0 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆Carter Financial Group, INC. CIK 0001919749 | 0.217 | 134 | 0.0 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Sterling Investment Advisors, Ltd. CIK 0001701132 | 0.354 | 225 | 0.0 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆FSA Wealth Management LLC CIK 0001804256 | 0.827 | 574 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cohen Klingenstein LLC CIK 0001453620 | 0.898 | 207 | 0.0 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Mediolanum International Funds Ltd CIK 0002022028 | 0.592 | 452 | 0.0 | 0.7% | 3 | +0.4 pp | +0.5 pp | +0.7 pp | +0.7 pp |
| ☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 | 0.000 | 189 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Grassi Investment Management CIK 0001608531 | 0.717 | 128 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Savoie Capital LLC CIK 0002001471 | 0.674 | 92 | 0.0 | 0.0% | 0 | +0.0 pp | -0.9 pp | +0.0 pp | +0.0 pp |
| ☆MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC CIK 0001028074 | 0.249 | 32 | 0.0 | 1.1% | 3 | +0.4 pp | +0.7 pp | +1.1 pp | +1.1 pp |
| ☆CIBC WORLD MARKETS CORP CIK 0001056527 | 0.000 | 0 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 pp | +0.0 pp | +0.0 pp |
| ☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 | 0.585 | 715 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NBT BANK, N.A. CIK 0000898413 | 0.440 | 1069 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BERKSHIRE CAPITAL HOLDINGS INC CIK 0001133742 | 0.000 | 122 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 | 0.324 | 335 | 0.0 | 1.5% | 3 | +0.3 pp | +0.5 pp | +1.5 pp | +1.5 pp |
| ☆IHT Wealth Management, LLC CIK 0001697490 | 0.413 | 1236 | 0.0 | 0.0% | 0 | +0.0 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆Berbice Capital Management LLC CIK 0002051605 | 0.347 | 87 | 0.0 | 0.5% | 3 | +0.1 pp | +0.2 pp | +0.5 pp | +0.5 pp |
| ☆Cascades Capital Asset Management, LLC CIK 0002035512 | 0.455 | 167 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆Scott & Selber, Inc. CIK 0001315269 | 0.412 | 91 | 0.0 | 0.0% | 0 | +0.0 pp | -1.3 pp | +0.0 pp | +0.0 pp |
| ☆TAGStone Capital, Inc. CIK 0001903044 | 0.437 | 139 | 0.0 | 0.2% | 3 | +0.0 pp | +0.1 pp | +0.2 pp | +0.2 pp |
| ☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 | 0.882 | 614 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Hanson & Doremus Investment Management CIK 0001393944 | 0.721 | 484 | 0.0 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Covington Investment Advisors Inc. CIK 0001569036 | 0.525 | 73 | 0.0 | 3.6% | 4 | +0.6 pp | +1.2 pp | +1.6 pp | +3.6 pp |
| ☆Legacy Edge Advisors, LLC CIK 0002105396 | 0.655 | 239 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.1 pp |
| ☆KKM Financial LLC CIK 0002001943 | 0.086 | 169 | 0.0 | 2.3% | 1 | +2.3 pp | +2.3 pp | +2.3 pp | +2.3 pp |
| ☆Ironwood Investment Counsel, LLC CIK 0001330463 | 0.372 | 267 | 0.0 | 0.2% | 3 | +0.0 pp | +0.1 pp | +0.2 pp | +0.2 pp |
| ☆KEYNOTE FINANCIAL SERVICES LLC CIK 0002026127 | 0.198 | 185 | 0.0 | 0.5% | 3 | +0.0 pp | +0.1 pp | +0.5 pp | +0.5 pp |
| ☆Stuart Chaussee & Associates, Inc. CIK 0001653253 | 0.000 | 0 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CULLINAN ASSOCIATES INC CIK 0001161670 | 0.511 | 204 | 0.0 | 1.1% | 3 | +0.3 pp | +0.5 pp | +1.1 pp | +1.1 pp |
| ☆KLCM Advisors, Inc. CIK 0001166620 | 0.621 | 283 | 0.0 | 0.0% | 0 | -0.2 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Virtue Capital Management, LLC CIK 0001729985 | 0.148 | 343 | 0.0 | 0.0% | 0 | -0.1 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆WD RUTHERFORD LLC CIK 0001841015 | 0.182 | 75 | 0.0 | 0.0% | 0 | +0.0 pp | -0.3 pp | +0.0 pp | +0.0 pp |
| ☆Strengthening Families & Communities, LLC CIK 0001921196 | 0.254 | 846 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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