Michelle Johnston Portfolio
Invests via 1620 INVESTMENT ADVISORS Inc. | Managed by Todd A. Johnston, Susan M. Rourke, CFA, William D. Benjes, Jr., CFA, Kyle A. Johnston, CFA
Invests via 1620 INVESTMENT ADVISORS Inc.
Managed by Todd A. Johnston, Susan M. Rourke, CFA, William D. Benjes, Jr., CFA, Kyle A. Johnston, CFA
Automatically Tracked
Michelle Johnston Profile
With a dynamic background in corporate leadership and entrepreneurship, Michelle Johnston has established herself as a transformative force across various sectors. Her career spans notable executive roles where she has spearheaded growth initiatives and navigated complex organizational challenges. An advocate for innovation, she possesses significant experience in driving operational efficiencies that align with market needs. In addition to her corporate accomplishments, her involvement with startups reflects a commitment to fostering entrepreneurial ecosystems. Recognized for strategic vision and the ability to leverage insights into action, Johnston continues to influence the landscape of business through impactful decision-making.
With a dynamic background in corporate leadership and entrepreneurship, Michelle Johnston has established herself as a transformative force across various sectors. Her career spans notable executive roles where she has spearheaded growth initiatives and navigated complex organizational challenges. An advocate for innovation, she possesses significant experience in driving operational efficiencies that align with market needs. In addition to her corporate accomplishments, her involvement with startups reflects a commitment to fostering entrepreneurial ecosystems. Recognized for strategic vision and the ability to leverage insights into action, Johnston continues to influence the landscape of business through impactful decision-making.
Investment Philosophy & Strategy
The investment approach is deeply influenced by a keen understanding of market dynamics and operational excellence. Michelle Johnston leverages her extensive leadership experience to identify emerging opportunities in sectors ripe for transformation. Her strategic thinking emphasizes sustainable growth, driven by innovation and adaptability. Focusing on impactful investments, she seeks to nurture businesses that showcase scalability potential while fostering efficiencies within their operations. Through an entrepreneurial lens, decision-making tends to be grounded in rigorous analysis complemented by a forward-looking vision aimed at achieving lasting value.
The investment approach is deeply influenced by a keen understanding of market dynamics and operational excellence. Michelle Johnston leverages her extensive leadership experience to identify emerging opportunities in sectors ripe for transformation. Her strategic thinking emphasizes sustainable growth, driven by innovation and adaptability. Focusing on impactful investments, she seeks to nurture businesses that showcase scalability potential while fostering efficiencies within their operations. Through an entrepreneurial lens, decision-making tends to be grounded in rigorous analysis complemented by a forward-looking vision aimed at achieving lasting value.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
66.96%
Gain +0.43%
Monthly
0.86%
Yearly
10.85%
Drawdown
19.05%
$156.25M
Equity
Holdings
$156.25M
Investment
$128.69M
$42.61M
Profit +$210,783.89
Realized
$15.04M
Unrealized
$27.57M
Dividends
$12.7M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.43%
Profit
$210,783.89
Win %
67%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$84,268.81
Win %
67%
This Month
Compared to last month
Gain
-0.29%
Profit
-$459,338.94
Win %
67%
This Year
Compared to last year
Gain
-0.49%
Profit
-$745,535.28
Win %
68%
AMC AMC Entertainment Holdings, Inc.
+24.48%
+$25.18 
FCEL FuelCell Energy, Inc.
+8.03%
+$44.55 
ELF Elf Beauty Inc.
+7.19%
+$211.8 
GPN Global Payments Inc.
+5.97%
+$3,613.05 
BABA Alibaba Group Holding Limited SP ADR
+5.05%
+$46.44 
SNDK SanDisk Corporation
+4.92%
+$2,331 
COHR Coherent Corp.
+4.85%
+$6,730 
TER Teradyne, Inc.
+4.78%
+$6,503.02 
NBIS Nebius Group N.V.
+4.77%
+$8.47 
MRVL Marvell Technology, Inc.
+4.64%
+$9,476.26 
CNK Cinemark Holdings Inc.
+4.6%
+$2,968 
SMR NuScale Power Corporation
+4.14%
+$272 
AMD Advanced Micro Devices, Inc.
+4.11%
+$6,779.88 
WIX Wix.com Ltd.
+4%
+$445.07 
ETH Ethan Allen Interiors Inc
+3.99%
+$542.5 
PLOW Douglas Dynamics Inc.
+3.9%
+$34.8 
CHWY Chewy Inc.
+3.89%
+$238.79 
URBN Urban Outfitters Inc.
+3.84%
+$33.6 
GSHD Goosehead Insurance Inc.
+3.75%
+$445.88 
NTGR Netgear Inc.
+3.75%
+$811.44 
MU Micron Technology, Inc.
+3.63%
+$5,984.9 
AXON Axon Enterprise, Inc.
+3.61%
+$73.64 
INTC Intel Corporation
+3.52%
+$2,368.45 
WDC Western Digital Corporation
+3.39%
+$1,698.9 
ETHE Grayscale Ethereum Trust ETF
+3.29%
+$30.38 
COIN Coinbase Global, Inc.
+3.12%
+$83.3 
DDOG Datadog, Inc. Class A Common Stock
+2.96%
+$30.6 
FXI iShares China Large-Cap ETF
+2.92%
+$114.42 
PLTR Palantir Technologies Inc.
+2.87%
+$68.31 
SPOT Spotify Technology S.A.
+2.81%
+$322.8 
STX Seagate Technology Holdings plc
+2.79%
+$31,988.04 
AVGO Broadcom Inc.
+2.76%
+$14,868.49 
SHOP Shopify Inc.
+2.46%
+$212.8 
TOST Toast Inc.
+2.41%
+$6,161.05 
YOU Clear Secure Inc.
+2.41%
+$4,190.4 
PODD Insulet Corporation
+2.39%
+$736.96 
CRM Salesforce Inc
+2.39%
+$411.57 
GEV GE Vernova Inc.
+2.28%
+$2,022.72 
BTCO Invesco Galaxy Bitcoin ETF
+2.26%
+$288 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+2.2%
+$791.01 
ALNY Alnylam Pharmaceuticals Inc
+2.19%
+$713.7 
TWLO Twilio Inc.
+2.19%
+$4,628.48 
MANH Manhattan Associates Inc.
+2.16%
+$2,308.62 
IBIT iShares Bitcoin Trust
+2.16%
+$372.87 
MSFT Microsoft Corp.
+2.09%
+$36,598.77 
CIEN Ciena Corporation
+2.09%
+$2,633.66 
CF CF Industries Holdings, Inc.
+2.04%
+$290.16 
VEEV Veeva Systems Inc.
+2.04%
+$2,924.67 
PR Permian Resources Corporation
+2.03%
+$1,125.86 
NOC Northrop Grumman Corporation
+2.02%
+$21.04 
SE Sea Ltd.
+2.01%
+$190.65 
ALK Alaska Air Group Inc.
+2%
+$327.6 
KRT Karat Packaging Inc.
+2%
+$102.6 
FOUR Shift4 Payments, Inc.
+1.96%
+$5,250.05 
HXL Hexcel Corporation
+1.95%
+$4,983.34 
MPC Marathon Petroleum Corporation
+1.93%
+$33,453.08 
ISRG Intuitive Surgical, Inc.
+1.9%
+$131.4 
VLO Valero Energy Corporation
+1.9%
+$6,302.31 
VITL Vital Farms Inc.
+1.84%
+$355 
FLR Fluor Corporation
+1.83%
+$874.8 
QTWO Q2 Holdings Inc.
+1.8%
+$3,332.34 
OLED Universal Display Corporation
+1.8%
+$175.68 
UAL United Airlines Holdings, Inc.
+1.79%
+$324.99 
WDAY Workday Inc.
+1.75%
+$3,206.78 
COCO The Vita Coco Company, Inc.
+1.74%
+$4,190.93 
NOW ServiceNow, Inc.
+1.7%
+$1,856.75 
OKTA Okta Inc.
+1.69%
+$5,626.74 
BJRI BJ's Restaurants, Inc.
+1.63%
+$1,267.2 
MKC McCormick & Company, Incorporated
+1.62%
+$420 
GOOG Alphabet Inc
+1.62%
+$1,708 
EPAM Epam Systems Inc.
+1.59%
+$28.2 
ALL Allstate Corporation
+1.53%
+$134.05 
WMB The Williams Companies, Inc.
+1.51%
+$6,704.4 
CVX Chevron Corporation
+1.5%
+$21,028.74 
GOOGL Alphabet Inc
+1.5%
+$14,195.26 
EPD Enterprise Products Partners L.P.
+1.48%
+$7,628.63 
DRH DiamondRock Hospitality Company
+1.47%
+$12,604.98 
VRT Vertiv Holdings Co
+1.47%
+$42.5 
ALGT Allegiant Travel Company
+1.45%
+$365 
ABT Abbott Laboratories
+1.43%
+$4,089.6 
TRMB Trimble Inc.
+1.42%
+$2,019 
NBIX Neurocrine Biosciences Inc.
+1.42%
+$2,422.71 
MGNI Magnite, Inc.
+1.42%
+$2,456.19 
MELI MercadoLibre, Inc.
+1.42%
+$4,670.11 
EBAY eBay Inc.
+1.41%
+$1,722.2 
ALGM Allegro MicroSystems, Inc.
+1.4%
+$1,195.35 
IBM International Business Machines Corporation
+1.33%
+$7,847.59 
LNG Cheniere Energy Inc.
+1.28%
+$8,583.36 
KD Kyndryl Holdings Inc.
+1.28%
+$10.54 
KMI Kinder Morgan, Inc.
+1.27%
+$6,656.35 
HQY HealthEquity Inc.
+1.26%
+$3,285.33 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.23%
+$18 
TXN Texas Instruments Inc
+1.23%
+$7,971.19 
AMZN Amazon.com Inc
+1.23%
+$10,150.5 
DD DuPont de Nemours, Inc.
+1.2%
+$5,940.54 
EOG EOG Resources, Inc.
+1.16%
+$48.75 
POWI Power Integrations Inc.
+1.15%
+$2,076.03 
ACN Accenture plc Class A
+1.14%
+$21.25 
RTX RTX Corporation
+1.14%
+$20,916.72 
FTI TechnipFMC plc
+1.14%
+$774.9 
NMT Nuveen Massachusetts Quality Municipal Income Fund
+1.11%
+$364.02 
JBLU JetBlue Airways Corporation
+1.11%
+$73.26 
TTD The Trade Desk, Inc. Class A
+1.08%
+$1,046.4 
GPK Graphic Packaging Holding Company
+1.06%
+$1,229.35 
TMUS T-Mobile US, Inc.
+1.06%
+$51 
AMLP Alerian MLP ETF
+1.03%
+$322.45 
XOM Exxon Mobil Corporation
+1.02%
+$7,093.06 
AER AerCap Holdings N.V.
+0.99%
+$85.55 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.97%
+$7,947.5 
V Visa Inc. Class A
+0.96%
+$2,236.36 
RRX Regal Rexnord Corporation
+0.94%
+$2,128.18 
GD General Dynamics Corporation
+0.93%
+$4,363.93 
TAP Molson Coors Beverage Company
+0.93%
+$13.3 
SNAP Snap Inc.
+0.91%
+$1.07 
FCX Freeport-McMoRan Inc.
+0.89%
+$135.2 
BJ BJ's Wholesale Club Holdings, Inc.
+0.88%
+$24.6 
DEO Diageo plc Sponsored ADR
+0.87%
+$22.63 
MCHP Microchip Technology Incorporated
+0.86%
+$1,005.9 
FIS Fidelity National Information Services, Inc.
+0.86%
+$567.72 
SCHW Charles Schwab Corporation
+0.86%
+$28.71 
CWB SPDR Bloomberg Convertible Securities ETF
+0.85%
+$83.42 
SYNA Synaptics Incorporated
+0.85%
+$171.77 
EEM iShares MSCI Emerging Markets ETF
+0.82%
+$1,180.4 
CEG Constellation Energy Corporation
+0.82%
+$51.75 
PGR Progressive Corporation
+0.81%
+$11.76 
JKHY Jack Henry & Associates, Inc.
+0.79%
+$1,178.1 
PYPL PayPal Holdings Inc
+0.78%
+$244.64 
ETN Eaton Corporation plc
+0.77%
+$7,478.66 
THG Hanover Insurance Group, Inc.
+0.75%
+$302.4 
NVDA NVIDIA Corporation
+0.74%
+$1,869.38 
FANG Diamondback Energy Inc
+0.74%
+$1,288.81 
MDT Medtronic plc
+0.73%
+$4,553.04 
ARE Alexandria Real Estate Equities, Inc.
+0.73%
+$707.74 
SIRI Sirius XM Holdings Inc.
+0.72%
+$0.44 
HSY The Hershey Company
+0.7%
+$103.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.69%
+$23.34 
T AT&T Inc.
+0.69%
+$1,881 
MMM 3M Company
+0.68%
+$7.63 
QQQ Invesco QQQ Trust, Series 1
+0.67%
+$4.66 
STZ Constellation Brands, Inc.
+0.67%
+$2,433.26 
PCOR Procore Technologies Inc.
+0.65%
+$76.8 
WTM White Mountains Insurance Group Ltd.
+0.64%
+$84.48 
BP BP p.l.c. Sponsored ADR
+0.63%
+$13.25 
DUK Duke Energy Corporation
+0.62%
+$263.64 
HON Honeywell International Inc.
+0.61%
+$139.23 
CRWD CrowdStrike Holdings, Inc.
+0.6%
+$441 
TJX The TJX Companies, Inc.
+0.6%
+$13,813.65 
IWF iShares Russell 1000 Growth ETF
+0.59%
+$22.72 
HAS Hasbro Inc.
+0.58%
+$1,499.77 
SSNC SS&C Technologies Holdings Inc.
+0.57%
+$978.4 
ACGL Arch Capital Group Ltd
+0.57%
+$19.14 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$318.23 
RBRK Rubrik, Inc.
+0.56%
+$802.12 
DLTR Dollar Tree, Inc.
+0.55%
+$42.4 
LMT Lockheed Martin Corporation
+0.55%
+$662.42 
BUD Anheuser-Busch InBev S.A. ADR
+0.52%
+$6.3 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.51%
+$77.69 
SAM The Boston Beer Company Inc.
+0.5%
+$1,083.13 
B BARRICK MINING CORP Common Stock (ABR0)
+0.49%
+$51 
NFG National Fuel Gas Company
+0.48%
+$63.91 
AVEM Avantis Emerging Markets Equity ETF
+0.47%
+$71.4 
CINF Cincinnati Financial Corporation
+0.45%
+$10.66 
OKE ONEOK, Inc.
+0.45%
+$1,743.78 
DFJ WisdomTree Japan SmallCap Dividend Fund
+0.45%
+$23.5 
PANW Palo Alto Networks, Inc.
+0.45%
+$3,339.22 
NTNX Nutanix, Inc.
+0.44%
+$8.64 
QGRO American Century U.S. Quality Growth ETF
+0.44%
+$1.5 
INVX Innovex International Inc.
+0.43%
+$151.58 
MLPX Global X MLP & Energy Infrastructure ETF
+0.43%
+$54.27 
SHO Sunstone Hotel Investors Inc.
+0.43%
+$175.85 
ESS Essex Property Trust, Inc.
+0.42%
+$246 
WAY Waystar Holding Corp.
+0.4%
+$680.4 
GWRE GUIDEWIRE SOFTWARE INC
+0.4%
+$357.6 
QCOM QUALCOMM Incorporated
+0.4%
+$36.04 
NOK Nokia Corporation Sponsored ADR
+0.4%
+$4 
KOPN Kopin Corporation
+0.39%
+$31.95 
BNY BlackRock New York Municipal Income Trust
+0.39%
+$565.07 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.39%
+$6 
CGXU Capital Group International Focus Equity ETF
+0.38%
+$289.87 
VWO Vanguard FTSE Emerging Markets ETF
+0.37%
+$36.34 
NYT New York Times Co.
+0.37%
+$21 
META Meta Platforms Inc Class A
+0.36%
+$246.63 
PCG PG&E Corporation
+0.35%
+$6.06 
INDB Independent Bank Corp.
+0.34%
+$41.47 
RNR Renaissancere Holdings Ltd.
+0.33%
+$756 
APD Air Products and Chemicals, Inc.
+0.33%
+$1,296.54 
AR Antero Resources Corporation
+0.33%
+$185.79 
SYF Synchrony Financial
+0.33%
+$213.12 
FRPT Freshpet Inc.
+0.32%
+$242.82 
ADI Analog Devices, Inc.
+0.31%
+$765.61 
FRDM Freedom 100 Emerging Markets ETF
+0.31%
+$11,971.4 
IVZ Invesco Ltd.
+0.3%
+$7.2 
MGA Magna International Inc.
+0.3%
+$1,683.4 
MOAT VanEck Morningstar Wide Moat Fund
+0.3%
+$2,115.52 
EEFT Euronet Worldwide, Inc.
+0.26%
+$111.58 
ROKU Roku, Inc.
+0.26%
+$7.6 
AGI Alamos Gold Inc.
+0.25%
+$44.1 
WMG Warner Music Group Corp.
+0.25%
+$239.82 
ET Energy Transfer L.P.
+0.25%
+$8.15 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.24%
+$22 
USMV iShares MSCI USA Min Vol Factor ETF
+0.24%
+$6.9 
EQIX Equinix, Inc.
+0.23%
+$165.2 
USB U.S. Bancorp
+0.22%
+$34.44 
FLCC Federated Hermes MDT Large Cap Core ETF
+0.22%
+$1,696.02 
APH Amphenol Corporation
+0.2%
+$7.44 
PGNY Progyny Inc.
+0.2%
+$72.15 
C Citigroup Inc.
+0.2%
+$66.3 
APA APA Corporation
+0.2%
+$5.6 
YUMC Yum China Holdings Inc.
+0.19%
+$12.75 
BLFS Biolife Solutions Inc.
+0.19%
+$110.23 
HST Host Hotels & Resorts Inc.
+0.19%
+$132.66 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$72.76 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$1,601.85 
FLXS Flexsteel Industries, Inc.
+0.18%
+$82.24 
VOO Vanguard S&P 500 ETF
+0.17%
+$123.9 
MKSI MKS Instruments Inc.
+0.17%
+$453.44 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.17%
+$4.5 
SPY SPDR S&P 500 ETF Trust
+0.16%
+$104.72 
IRMD Iridium Corporation
+0.15%
+$49.08 
QLTY GMO U.S. Quality ETF
+0.14%
+$27.03 
TRGP Targa Resources Corp.
+0.14%
+$3.51 
CNC Centene Corporation
+0.14%
+$15.3 
DIV Global X SuperDividend U.S. ETF
+0.13%
+$0.03 
IWV ISHARES RUSSELL 3000 ETF
+0.12%
+$76.96 
TTE TotalEnergies SE
+0.12%
+$562.2 
MO Altria Group, Inc.
+0.12%
+$508.77 
IRM Iron Mountain Inc.
+0.1%
+$5.46 
CVS CVS Health Corporation
+0.1%
+$299.99 
HIG The Hartford Insurance Group, Inc.
+0.09%
+$93.22 
CB Chubb Limited
+0.09%
+$6.83 
KO The Coca-Cola Company
+0.09%
+$52.57 
WWW Wolverine World Wide Inc.
+0.08%
+$17.2 
IIPR Innovative Industrial Properties Inc.
+0.08%
+$213.5 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.07%
+$5.15 
AMP Ameriprise Financial, Inc.
+0.07%
+$71 
PGX Invesco Preferred ETF
+0.07%
+$380.36 
TGT Target Corporation
+0.06%
+$16.2 
DAL Delta Air Lines, Inc.
+0.06%
+$3.4 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.06%
+$35.62 
CEF Sprott Physical Gold and Silver Trust
+0.05%
+$5.1 
DABS DoubleLine Asset-Backed Securities ETF
+0.05%
+$10 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$12.81 
PFF iShares Preferred and Income Securities ETF
+0.05%
+$10.5 
TFLR T. Rowe Price Floating Rate ETF
+0.05%
+$330.35 
JHPI John Hancock Preferred Income ETF
+0.04%
+$674.34 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.04%
+$20.62 
GLW Corning Incorporated
+0.04%
+$430.5 
SPG Simon Property Group, Inc.
+0.04%
+$158.22 
VT Vanguard Total World Stock ETF
+0.04%
+$0.3 
PCEF Invesco CEF Income Composite ETF
+0.04%
+$3.65 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.02%
+$3.1 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.02%
+$30.09 
FCPT Four Corners Property Trust Inc.
+0.02%
+$51.47 
SCYB Schwab High Yield Bond ETF
+0.02%
+$19.75 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$2.44 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$1.24 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$0.96 
05613H605
0%
$0 
05613H704
0%
$0 
41456U106
0%
$0 
46137V357
0%
$0 
46138J577
0%
$0 
46429B747
0%
$0 
46434V274
0%
$0 
46434V613
0%
$0 
46641Q852
0%
$0 
47103U852
0%
$0 
53220K504
0%
$0 
53635D202
0%
$0 
97717W315
0%
$0 
AZN
0%
$0 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
+$0.01 
BSET Bassett Furniture Industries Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CPRT Copart Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FLTR VanEck IG Floating Rate ETF
0%
$0 
FOURPRA
0%
$0 
GMEWS
0%
$0 
H5919C104
0%
$0 
ROCK
0%
$0 
STT State Street Corp
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TY Tri-Continental Corporation
0%
$0 
LAR Lithium Argentina AG
-7.31%
-$40.92 
WRBY Warby Parker Inc.
-7.04%
-$372 
ELVR Sayona Mining Ltd
-6.66%
-$32.04 
HONA Honeywell Aerospace Inc.
-5.25%
-$1,132.71 
TARS Tarsus Pharmaceuticals Inc.
-4.58%
-$4,715.54 
VELO Velo3D, Inc.
-4.44%
-$4.23 
USAR USA Rare Earth, Inc.
-4.31%
-$469.12 
CMG Chipotle Mexican Grill, Inc.
-4.05%
-$4,020.39 
PDFS Pdf Solutions Inc.
-3.96%
-$5,107.8 
UPS United Parcel Service, Inc.
-3.41%
-$296.74 
HBB Hamilton Beach Brands Holding Company
-3.25%
-$951.75 
SRG Seritage Growth Properties
-3.22%
-$224.06 
DNUT Krispy Kreme, Inc.
-3.18%
-$0.84 
RDNT RadNet Inc.
-3.14%
-$1.96 
ALB Albemarle Corporation
-2.82%
-$593.34 
DRI Darden Restaurants, Inc.
-2.77%
-$12,617 
TFC Truist Financial Corporation
-2.75%
-$20,781.99 
XRAY Dentsply Sirona Inc.
-2.67%
-$6,450 
VMC Vulcan Materials Company
-2.67%
-$3,498.95 
CLF Cleveland-Cliffs Inc.
-2.64%
-$493.43 
TEX Terex Corporation
-2.6%
-$652.8 
RPM RPM International Inc.
-2.57%
-$17,874.64 
BNS Bank of Nova Scotia
-2.57%
-$10,791.6 
TOL Toll Brothers Inc
-2.56%
-$1,752.44 
ORCL Oracle Corporation
-2.43%
-$8,672.75 
JHX James Hardie Industries plc
-2.42%
-$1,041.87 
BX Blackstone Inc.
-2.4%
-$24,532.8 
BOOT Boot Barn Holdings, Inc.
-2.39%
-$1,286.68 
NFLX Netflix, Inc.
-2.35%
-$1,566.54 
BROS Dutch Bros Inc.
-2.35%
-$807.32 
AAPL Apple Inc.
-2.33%
-$70,724.55 
IR Ingersoll Rand Inc.
-2.32%
-$114.6 
KTB Kontoor Brands Inc.
-2.3%
-$216.15 
PSMT PriceSmart Inc.
-2.27%
-$3,113.82 
STWD Starwood Property Trust Inc.
-2.27%
-$11,016 
FAST Fastenal Co.
-2.25%
-$2,542 
TSLA Tesla, Inc.
-2.15%
-$4,715 
NUE Nucor Corporation
-2.15%
-$417.38 
GE General Electric Company
-2.14%
-$2,607.03 
CMT Core Molding Technologies, Inc.
-2.13%
-$155.29 
SHAK Shake Shack Inc.
-2.1%
-$36.6 
NTLA Intellia Therapeutics Inc.
-2.07%
-$305.5 
EMR Emerson Electric Co.
-2.06%
-$4,717.86 
STLD Steel Dynamics Inc.
-2.06%
-$373.06 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.04%
-$277.5 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-2.03%
-$1,025.05 
BXMT Blackstone Mortgage Trust Inc
-1.99%
-$14.62 
NVS Novartis AG Sponsored ADR
-1.99%
-$28,099.98 
MRK Merck & Co., Inc.
-1.99%
-$2,134.47 
LOW Lowe's Companies Inc.
-1.98%
-$165.2 
LLY Eli Lilly and Company
-1.96%
-$3,549.7 
FDX FedEx Corporation
-1.95%
-$4,112.04 
CMC Commercial Metals Company
-1.95%
-$256.41 
DELL Dell Technologies Inc.
-1.93%
-$8,272.8 
SMG Scotts Miracle-Gro Co.
-1.93%
-$10,835.33 
BXP Boston Properties, Inc.
-1.91%
-$886.44 
AA Alcoa Corporation
-1.91%
-$541.8 
HD The Home Depot, Inc.
-1.91%
-$14,491.48 
CP Canadian Pacific Kansas City Limited
-1.88%
-$2,428.8 
GWW W.W. Grainger, Inc.
-1.87%
-$521 
HIFS Hingham Institution for Savings
-1.86%
-$44.04 
HDSN Hudson Technologies Inc.
-1.86%
-$1,429.45 
COLD Americold Realty Trust
-1.85%
-$29.5 
GROV Grove Collaborative Holdings, Inc.
-1.85%
-$14 
AMT American Tower Corporation
-1.83%
-$1,141.37 
BMO Bank of Montreal
-1.77%
-$816.61 
ARQT Arcutis Biotherapeutics Inc.
-1.75%
-$355.5 
SOLS Sollensys Corp
-1.75%
-$2,178.72 
CCI Crown Castle Inc.
-1.74%
-$31.62 
BKNG Booking Holdings Inc.
-1.73%
-$37.8 
DOV Dover Corporation
-1.73%
-$2,919.77 
LRCX Lam Research Corporation
-1.73%
-$2,656.31 
SWK Stanley Black & Decker Inc.
-1.72%
-$6,001.6 
CL Colgate-Palmolive Company
-1.71%
-$653.49 
CARR Carrier Global Corporation
-1.7%
-$474.15 
FWRG First Watch Restaurant Group, Inc.
-1.69%
-$213.99 
ENTG Entegris, Inc.
-1.68%
-$3,259.68 
PEP PepsiCo, Inc.
-1.68%
-$12,183.1 
CAT Caterpillar Inc.
-1.66%
-$964.26 
AMCR Amcor plc
-1.64%
-$491.04 
MRP Millrose Properties Inc.
-1.63%
-$9.6 
WMT Walmart Inc.
-1.63%
-$8,122.62 
DKNG DraftKings Inc.
-1.6%
-$4.8 
WFCF Where Food Comes From, Inc.
-1.6%
-$45.45 
WAB Wabtec Corporation
-1.59%
-$91.96 
LKQ LKQ Corporation
-1.59%
-$39.65 
OMCL Omnicell Inc.
-1.58%
-$416.15 
ITW Illinois Tool Works Inc.
-1.55%
-$197.11 
AX Axos Financial Inc.
-1.55%
-$649.88 
LEN Lennar Corporation
-1.54%
-$2,083.35 
NEWT NewtekOne Inc.
-1.51%
-$5,654.19 
MTX Minerals Technologies Inc.
-1.51%
-$829.42 
TAN Invesco Solar ETF
-1.5%
-$62.37 
UNP Union Pacific Corporation
-1.49%
-$98.67 
ABCB Ameris Bancorp
-1.48%
-$746.65 
ORLY O'Reilly Automotive Inc.
-1.48%
-$19.13 
PLD Prologis Inc.
-1.48%
-$33.15 
GXO GXO Logistics Inc.
-1.47%
-$4,247.69 
EXPE Expedia Group, Inc.
-1.46%
-$3,832.79 
KLAC KLA Corporation
-1.45%
-$1,415.22 
RITM Rithm Capital Corp.
-1.45%
-$4,469.58 
NXT Nextracker Inc.
-1.44%
-$1,968.4 
BA Boeing Company
-1.43%
-$39.65 
LNTH Lantheus Holdings, Inc.
-1.39%
-$610.5 
JNJ Johnson & Johnson
-1.39%
-$9,926.38 
SPCX Space Exploration Technologies Corp. Class A
-1.36%
-$193.78 
GRMN Garmin Ltd.
-1.34%
-$6,626.56 
DIS The Walt Disney Company
-1.33%
-$8,724.3 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.33%
-$6,074.61 
COLB Columbia Banking System, Inc.
-1.31%
-$451.1 
CBT Cabot Corporation
-1.3%
-$414.18 
NSC Norfolk Southern Corporation
-1.3%
-$492.84 
MP MP Materials Corp.
-1.3%
-$59 
CCL Carnival Corporation Ltd.
-1.27%
-$468.67 
EVCM Evercommerce Inc.
-1.25%
-$28.05 
AWK American Water Works Company, Inc.
-1.24%
-$36.96 
TRP TC Energy Corporation
-1.23%
-$688 
F Ford Motor Company
-1.23%
-$30.8 
SRE Sempra
-1.23%
-$177.06 
DKS Dick's Sporting Goods, Inc.
-1.21%
-$1,041.48 
RL Ralph Lauren Corporation
-1.2%
-$7,857.85 
ZBH Zimmer Biomet Holdings, Inc.
-1.15%
-$102.9 
PHVS Pharvaris N.V.
-1.15%
-$208 
GENK Gen Restaurant Group Inc.
-1.13%
-$0.3 
DTE DTE Energy Company
-1.13%
-$15.03 
ITIC Investors Title Company
-1.13%
-$1,052.98 
KR Kroger Co.
-1.12%
-$1,305.48 
AVY Avery Dennison Corporation
-1.11%
-$142.4 
DOLE Dole plc
-1.11%
-$160 
MDLZ Mondelez International, Inc.
-1.11%
-$8,598.83 
VNO Vornado Realty Trust
-1.09%
-$521.84 
ED Consolidated Edison, Inc.
-1.08%
-$24.3 
KDP Keurig Dr Pepper Inc.
-1.07%
-$1,505.13 
WFC Wells Fargo & Company
-1.03%
-$1,058.85 
ABSI Absci Corporation
-1.02%
-$51 
HTGC Hercules Capital Inc.
-1.02%
-$3,898.62 
NVO Novo Nordisk A/S Sponsored ADR
-1.01%
-$48.96 
UNB Union Bankshares, Inc.
-0.98%
-$30 
H Hyatt Hotels Corporation
-0.98%
-$93.25 
ARCC Ares Capital Corporation
-0.96%
-$6,875.71 
PNW Pinnacle West Capital Corporation
-0.96%
-$5,579.51 
UTHR United Therapeutics Corporation
-0.95%
-$1,817.38 
NEE NextEra Energy, Inc.
-0.95%
-$57.46 
SUI Sun Communities Inc.
-0.95%
-$117.81 
AEP American Electric Power Company, Inc.
-0.95%
-$1,476.25 
SNA Snap-on Inc.
-0.95%
-$85.58 
PEG Public Service Enterprise Group Incorporated
-0.94%
-$5,219.22 
TCMD Tactile Systems Technology Inc.
-0.94%
-$1,908.36 
MTN Vail Resorts, Inc.
-0.93%
-$2,963 
AMPH Amphastar Pharmaceuticals Inc.
-0.93%
-$112.55 
EBC Eastern Bankshares, Inc.
-0.91%
-$1,534.89 
GIS General Mills, Inc.
-0.91%
-$35.53 
HTH Hilltop Holdings Inc.
-0.89%
-$261.86 
R Ryder System Inc.
-0.89%
-$4,764.96 
D Dominion Energy, Inc.
-0.87%
-$5,810.65 
UMBF UMB Financial Corporation
-0.87%
-$1,195.07 
IFF International Flavors & Fragrances Inc.
-0.86%
-$1,124.55 
VFC V.F. Corporation
-0.85%
-$3,104.45 
PPL PPL Corporation
-0.85%
-$76.25 
SOBO South Bow Corporation
-0.83%
-$50.4 
BAC Bank of America Corporation
-0.83%
-$109.65 
XBI SPDR S&P Biotech ETF
-0.82%
-$8.89 
TPR Tapestry Inc.
-0.82%
-$6,962.32 
LEA Lear Corporation
-0.81%
-$6,782.7 
GRC The Gorman-Rupp Company
-0.8%
-$1,491.84 
PFE Pfizer Inc.
-0.8%
-$7,219.96 
WEC WEC Energy Group Inc.
-0.8%
-$53.4 
UTL Unitil Corporation
-0.79%
-$1,681.3 
VRTX Vertex Pharmaceuticals Incorporated
-0.79%
-$714.79 
LNC Lincoln National Corporation
-0.78%
-$5,426.85 
BLK BlackRock, Inc.
-0.78%
-$25.08 
FTS Fortis Inc.
-0.77%
-$1,304.03 
CFR Cullen/Frost Bankers Inc.
-0.77%
-$1,533.75 
IDA Idacorp Inc.
-0.77%
-$756.85 
PG Procter & Gamble Co
-0.77%
-$936.71 
FHI Federated Hermes Inc.
-0.77%
-$7,732.35 
PSA Public Storage Common Stock
-0.77%
-$70.76 
RSG Republic Services, Inc.
-0.77%
-$119 
PCAR PACCAR Inc.
-0.76%
-$27.84 
PINS Pinterest, Inc. Class A
-0.75%
-$38.5 
CAH Cardinal Health Inc.
-0.74%
-$4,224.5 
NSA National Storage Affiliates Trust
-0.74%
-$164.01 
SBUX Starbucks Corporation
-0.74%
-$526.5 
TMO Thermo Fisher Scientific Inc.
-0.74%
-$2,689.11 
COST Costco Wholesale Corporation
-0.73%
-$62.1 
INDS Pacer Industrial Real Estate ETF
-0.73%
-$3.41 
J Jacobs Solutions Inc.
-0.72%
-$1.9 
GDV Gabelli Dividend & Income Trust
-0.71%
-$42 
PH Parker-Hannifin Corporation
-0.7%
-$13.4 
O Realty Income Corporation
-0.7%
-$331.2 
SYY Sysco Corporation
-0.7%
-$2,129.52 
BHB Bar Harbor Bankshares
-0.69%
-$71.55 
DHR Danaher Corporation
-0.69%
-$302.4 
VVV Valvoline Inc.
-0.68%
-$542.7 
BAB Invesco Taxable Municipal Bond ETF
-0.67%
-$209.7 
AVES Avantis Emerging Markets Value ETF
-0.67%
-$21,974.4 
MET MetLife Inc.
-0.66%
-$181.04 
GILD Gilead Sciences Inc.
-0.66%
-$5,288.76 
CLX The Clorox Company
-0.65%
-$1,917.72 
SCL Stepan Company
-0.65%
-$291.84 
LAMR Lamar Advertising Company
-0.65%
-$2,554.65 
MICC The Magnum Ice Cream Company N.V.
-0.64%
-$13.08 
ETR Entergy Corporation
-0.64%
-$864 
GFS GlobalFoundries Inc.
-0.64%
-$770.51 
GMOI GMO International Value ETF
-0.63%
-$1,604.51 
IYM iShares U.S. Basic Materials ETF
-0.61%
-$137.8 
VTRS Viatris Inc.
-0.61%
-$2,540.05 
POWL Powell Industries Inc.
-0.61%
-$3,845.04 
SNPS Synopsys, Inc.
-0.6%
-$20.61 
CFG Citizens Financial Group, Inc.
-0.59%
-$3,459.35 
TT Trane Technologies plc
-0.58%
-$143.63 
Q Qnity Electronics Inc.
-0.56%
-$805.2 
DOC Healthpeak Properties, Inc.
-0.56%
-$5 
DFIV Dimensional International Value ETF
-0.55%
-$170.8 
GLPI Gaming and Leisure Properties, Inc.
-0.54%
-$4.17 
COMP Compass Inc.
-0.54%
-$1,543.68 
JPM JPMorgan Chase & Co.
-0.54%
-$15,900.3 
CGNX Cognex Corporation
-0.53%
-$1,128.12 
AXP American Express Company
-0.53%
-$1,128.01 
GME Gamestop Corp.
-0.53%
-$126.5 
ONEW Onewater Marine Inc.
-0.52%
-$0.42 
SO The Southern Company
-0.52%
-$5,247 
EXR Extra Space Storage Inc.
-0.51%
-$31.16 
OUT OUTFRONT Media Inc.
-0.51%
-$2,811.8 
ROK Rockwell Automation, Inc.
-0.5%
-$660.1 
DFAT Dimensional US Targeted Value ETF
-0.5%
-$47.25 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.48%
-$30.68 
VNQ Vanguard Real Estate ETF
-0.48%
-$158.11 
DTM Dt Midstream Inc.
-0.47%
-$32.2 
FDVV Fidelity High Dividend ETF
-0.47%
-$194.88 
EFA iShares MSCI EAFE ETF
-0.47%
-$22.56 
BKLN Invesco Senior Loan ETF
-0.46%
-$977.08 
AMKR Amkor Technology Inc.
-0.46%
-$836.36 
TRV The Travelers Companies, Inc.
-0.45%
-$3,917.12 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$20.7 
SLB Schlumberger Limited
-0.44%
-$312.01 
OGS One Gas Inc.
-0.43%
-$250.47 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.43%
-$18,364.08 
PRU Prudential Financial, Inc.
-0.43%
-$10.2 
SCHH Schwab U.S. REIT ETF
-0.43%
-$42.42 
AVDE Avantis International Equity ETF
-0.42%
-$783.56 
MSI Motorola Solutions, Inc.
-0.42%
-$3.46 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.42%
-$144.5 
UNH UnitedHealth Group Incorporated
-0.41%
-$1,040.71 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$98 
ADC Agree Realty Corporation
-0.4%
-$3,057.28 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.4%
-$2,830.94 
BBY Best Buy Co., Inc.
-0.4%
-$1,775.82 
XLU Utilities Select Sector SPDR Fund
-0.4%
-$50.4 
CPA Copa Holdings S.A.
-0.4%
-$13.75 
EPR EPR Properties
-0.39%
-$5,187.14 
DFIC Dimensional International Core Equity Market ETF
-0.39%
-$335.96 
DVY iShares Select Dividend ETF
-0.38%
-$169.88 
SKT Tanger Factory Outlet Centers, Inc.
-0.38%
-$1,679.68 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.38%
-$93.75 
VOOV Vanguard S&P 500 Value ETF
-0.37%
-$107.9 
TOWN TowneBank
-0.37%
-$498.82 
SDY SPDR S&P Dividend ETF
-0.36%
-$12.32 
OFG OFG Bancorp
-0.36%
-$112.86 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.36%
-$145.15 
AVSC Avantis U.S. Small Cap Equity ETF
-0.36%
-$2.6 
ABBV AbbVie Inc.
-0.35%
-$6,431.47 
BMY Bristol-Myers Squibb Company
-0.35%
-$3,786.58 
YUM Yum! Brands, Inc.
-0.35%
-$171.6 
ZTS Zoetis Inc.
-0.34%
-$3.9 
UBER Uber Technologies, Inc.
-0.34%
-$455.21 
ZBRA Zebra Technologies Corporation
-0.34%
-$72 
IEF iShares 7-10 Year Treasury Bond ETF
-0.34%
-$11,960.55 
JCI Johnson Controls International plc
-0.34%
-$3,697.57 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$61.18 
EMBD Global X Emerging Markets Bond ETF
-0.33%
-$1,474.85 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.33%
-$10.56 
CRUS Cirrus Logic, Inc.
-0.33%
-$287.1 
FLNG Flex LNG Ltd.
-0.33%
-$751.4 
GNRC Generac Holdings Inc.
-0.32%
-$519.91 
SMMD iShares Russell 2500 ETF
-0.32%
-$1,332.94 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.32%
-$10.8 
AMGN Amgen Inc.
-0.31%
-$249.55 
DFAS Dimensional U.S. Small Cap ETF
-0.31%
-$105.83 
CSRE Cohen & Steers Real Estate Active ETF
-0.3%
-$257.22 
DUHP Dimensional US High Profitability ETF
-0.3%
-$37 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.3%
-$21 
EVGO EVgo, Inc.
-0.3%
-$1 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$24 
MCD McDonald's Corporation
-0.29%
-$22.62 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.29%
-$310.18 
MDY SPDR S&P MidCap 400 ETF Trust
-0.29%
-$3.94 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.28%
-$4,122.8 
DFCF Dimensional Core Fixed Income ETF
-0.28%
-$183.61 
IGEB iShares Investment Grade Corporate Bond ETF
-0.28%
-$1,599 
DFEV Dimensional Emerging Markets Value ETF
-0.28%
-$29.15 
PCRX Pacira BioSciences Inc.
-0.27%
-$58.38 
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$900.99 
SMOT VanEck Morningstar SMID Moat ETF
-0.27%
-$90.42 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.27%
-$128.5 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.27%
-$2,472.6 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.27%
-$16.95 
MORN Morningstar, Inc.
-0.26%
-$523.61 
SPGI S&P Global Inc.
-0.25%
-$4.52 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.25%
-$76.7 
PHYS Sprott Physical Gold Trust
-0.25%
-$196.65 
PAHC Phibro Animal Health Corporation
-0.24%
-$44.88 
PFFD Global X U.S. Preferred ETF
-0.24%
-$1,230.12 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.24%
-$45.16 
AZZ Azz Inc.
-0.24%
-$261.1 
HRB H&R Block Inc.
-0.24%
-$405.3 
TAXM BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
-0.24%
-$23.2 
NTAP NetApp, Inc.
-0.23%
-$2,769.3 
SCHP Schwab U.S. TIPS ETF
-0.23%
-$5,523.72 
HYD VanEck High Yield Muni ETF
-0.23%
-$80.73 
MBB iShares MBS ETF
-0.22%
-$12.6 
UL Unilever PLC Sponsored American Depositary Receipt
-0.22%
-$32.76 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.22%
-$49.25 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.22%
-$44.72 
SPIP SPDR Portfolio TIPS ETF
-0.22%
-$46.75 
MTB M&T Bank Corporation
-0.21%
-$214 
GLD SPDR Gold Shares
-0.21%
-$865.84 
ADM Archer-Daniels-Midland Co
-0.21%
-$27 
DVA DaVita Inc.
-0.21%
-$16.34 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$109.5 
MNRO Monro, Inc.
-0.21%
-$789.38 
TIP iShares TIPS Bond ETF
-0.21%
-$10.12 
IAU iShares Gold Trust
-0.2%
-$109.74 
IEI iShares 3-7 Year Treasury Bond ETF
-0.2%
-$197.04 
AVUV Avantis U.S. Small Cap Value ETF
-0.2%
-$20.82 
PBW Invesco WilderHill Clean Energy ETF
-0.2%
-$22.82 
WM Waste Management, Inc.
-0.19%
-$8.74 
MLR Miller Industries Inc.
-0.19%
-$379.52 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.19%
-$2.09 
DFIP Dimensional Inflation-Protected Securities ETF
-0.18%
-$8.4 
SVRA Savara Inc.
-0.18%
-$30 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.18%
-$64.9 
ITM VanEck Intermediate Muni ETF
-0.17%
-$2,089.17 
TGTX TG Therapeutics, Inc.
-0.16%
-$336.15 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-0.16%
-$10.72 
AVMV Avantis U.S. Mid Cap Value ETF
-0.15%
-$20 
PM Philip Morris International Inc.
-0.15%
-$11.89 
FE FirstEnergy Corp.
-0.14%
-$16.66 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$614.92 
CELH Celsius Holdings Inc.
-0.14%
-$145.88 
VYM Vanguard High Dividend Yield ETF
-0.14%
-$32.34 
PECO Phillips Edison & Company, Inc.
-0.14%
-$18.6 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.14%
-$6,698.93 
LIN Linde plc
-0.13%
-$35.88 
SIHY Harbor Scientific Alpha High-Yield ETF
-0.13%
-$52.74 
CUZ Cousins Properties Incorporated
-0.13%
-$568.6 
VZ Verizon Communications Inc.
-0.13%
-$1,025.42 
QUS SPDR MSCI USA StrategicFactors ETF
-0.12%
-$1,139.28 
HIMX Himax Technologies Inc.
-0.12%
-$0.1 
INVH Invitation Homes Inc.
-0.12%
-$831.71 
KMB Kimberly-Clark Corporation
-0.12%
-$350 
HYBB iShares BB Rated Corporate Bond ETF
-0.11%
-$23.8 
JEPI JPMorgan Equity Premium Income Fund
-0.11%
-$331.14 
BINC iShares Flexible Income Active ETF
-0.1%
-$38.88 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.1%
-$3,172.39 
CSCO Cisco Systems, Inc.
-0.09%
-$318.88 
ADP Automatic Data Processing Inc.
-0.09%
-$157.55 
TXXI BondBloxx IR+M Tax-Aware Intermediate Duration ETF
-0.09%
-$22.67 
HAUZ Xtrackers International Real Estate ETF
-0.09%
-$13.62 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$3,259.22 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.08%
-$375.92 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$52.91 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.08%
-$71.72 
AMG Affiliated Managers Group Inc.
-0.08%
-$7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.07%
-$0.78 
EUSA iShares MSCI USA Equal Weighted ETF
-0.07%
-$1.52 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$47.88 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.07%
-$1,085.74 
MEGI NYLI CBRE Global Infrastructure Megatrends Term Fund
-0.06%
-$8.75 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
-0.06%
-$743.75 
SOFI SoFi Technologies, Inc.
-0.06%
-$1 
CTSH Cognizant Technology Solutions Corporation
-0.06%
-$6.4 
AJG Arthur J. Gallagher & Co.
-0.05%
-$101.25 
SHY iShares 1-3 Year Treasury Bond ETF
-0.05%
-$63.56 
GEHC GE HealthCare Technologies Inc.
-0.05%
-$3.12 
IWR iShares Russell Mid-Cap ETF
-0.04%
-$34.29 
AMAT Applied Materials, Inc.
-0.04%
-$139.99 
JSI Janus Henderson Securitized Income ETF
-0.04%
-$905.82 
EQR Equity Residential
-0.04%
-$59.02 
MRGR ProShares Merger ETF
-0.04%
-$26.22 
DG Dollar General Corporation
-0.03%
-$3.04 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.03%
-$6.34 
SPHQ Invesco S&P 500 Quality ETF
-0.02%
-$3.32 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$407.85 
SHYD VanEck Short High Yield Municipal Fund
-0.02%
-$50.12 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$0.5 
VNLA Janus Henderson Short Duration Income ETF
-0.02%
-$2.55 
BYND Beyond Meat Inc.
-0.02%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$0.69 
UNM Unum Group
-0.02%
-$6.89 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.01%
-$0.01 
JNK SPDR Bloomberg High Yield Bond ETF
-0.01%
-$3.05 
IDCC InterDigital, Inc.
-0.01%
-$5.13 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5088 | Longs Won 2837/5088 55% | Profit Factor 3.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $102,588.06 |
| Average Win $20,311.95 | Best Trade (Mar 31) $5.55M | Sharpe Ratio -28.53 |
| Average Loss -$6,670.22 | Worst Trade (Jun 30) -$590,873.4 | Z-Score 2.34 (98.06%) |
| Commissions $0 | Avg. Trade Length 1y 1m | Expectancy $8,374.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Michelle Johnston?
The largest contributions to the portfolio's profits come from the following stocks: Dick's Sporting Goods, Inc - $5.62M, Seagate Technology Holdings plc - $2.85M, Powell Industries Inc - $1.45M, 78463x434 - $1.11M, and Palo Alto Networks, Inc - $1.11M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Starbucks Corporation - $427,376.83, Pfizer Inc - $414,596.92, V.F. Corporation - $320,788.85, Snowflake Inc - $292,737.37, and iShares TIPS Bond ETF - $285,087.08. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michelle Johnston's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.7M earned over time. The largest contributors to dividend income include Tri-Continental Corporation - $494,614.98, iShares 7-10 Year Treasury Bond ETF - $428,997.4, SPDR Portfolio Intermediate Term Corporate Bond ETF - $402,160.97, SPDR Portfolio Short Term Treasury ETF - $347,924.06, and Hercules Capital Inc - $290,153.69. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michelle Johnston's monthly returns?
Michelle Johnston's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michelle Johnston's strategy be considered aggressive or moderate?
Michelle Johnston's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Michelle Johnston's strategy?
Michelle Johnston's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
