Kirsten Syverson Portfolio
Invests via Integrated Quantitative Investments LLC | Managed by Kirsten Syverson, Artemiza Woodgate
Invests via Integrated Quantitative Investments LLC
Managed by Kirsten Syverson, Artemiza Woodgate
Automatically Tracked
Senior asset-management executive with multi-decade experience across investment operations, product strategy and client distribution. Kirsten Syverson is known for leading operational transformations, scaling advisory platforms and partnering with portfolio teams to align product suites to institutional and retail channels. Frequently involved in M&A integration, governance and regulatory program execution, she is positioned as a strategic operator bridging investment and commercial functions.
Senior asset-management executive with multi-decade experience across investment operations, product strategy and client distribution. Kirsten Syverson is known for leading operational transformations, scaling advisory platforms and partnering with portfolio teams to align product suites to institutional and retail channels. Frequently involved in M&A integration, governance and regulatory program execution, she is positioned as a strategic operator bridging investment and commercial functions.
Investment Philosophy & Strategy
Senior asset-management executive with multi-decade experience across investment operations, product strategy and client distribution. Kirsten Syverson is known for leading operational transformations, scaling advisory platforms and partnering with portfolio teams to align product suites to institutional and retail channels. Frequently involved in M&A integration, governance and regulatory program execution, she is positioned as a strategic operator bridging investment and commercial functions.
Senior asset-management executive with multi-decade experience across investment operations, product strategy and client distribution. Kirsten Syverson is known for leading operational transformations, scaling advisory platforms and partnering with portfolio teams to align product suites to institutional and retail channels. Frequently involved in M&A integration, governance and regulatory program execution, she is positioned as a strategic operator bridging investment and commercial functions.
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:
41.76%
Gain -1.48%
Monthly
1.76%
Yearly
23.31%
Drawdown
19.81%
$552.3M
Equity
Holdings
$552.3M
Investment
$495.03M
$121.71M
Profit -$7.95M
Realized
$64.44M
Unrealized
$57.27M
Dividends
$8.2M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.48%
Profit
-$7.95M
Win %
66%
This Week
Compared To Last Week
Gain
-1.42%
Profit
-$7.95M
Win %
66%
This Month
Compared to last month
Gain
1.19%
Profit
$6.48M
Win %
66%
This Year
Compared to last year
Gain
0.69%
Profit
$3.75M
Win %
66%
AAOI Applied Optoelectronics, Inc.
+15.53%
+$74,497.59 
CLYM Climb Biotherapeutics, Inc.
+10.86%
+$50,249.6 
MXL MaxLinear Inc.
+10.69%
+$295,618.05 
ASMB Assembly Biosciences Inc.
+10.02%
+$30,234 
NU Nu Holdings Ltd.
+9.33%
+$241,928.7 
AVAH Aveanna Healthcare Holdings Inc.
+9.12%
+$285,836.33 
ASTH Astrana Health Inc.
+7.99%
+$111,504.44 
CIFR Cipher Mining Inc.
+7.43%
+$45,629.54 
CGNX Cognex Corporation
+6.56%
+$78,073 
WULF TeraWulf Inc.
+6.56%
+$32,397.46 
AMD Advanced Micro Devices, Inc.
+6.5%
+$194,932.56 
DIOD Diodes Inc.
+6.47%
+$150,022.79 
HLIT Harmonic Inc.
+6.42%
+$49,470.12 
NVTS Navitas Semiconductor Corporation
+5.78%
+$8,355.04 
ATLC Atlanticus Holdings Corp.
+5.71%
+$150,710.13 
IRWD Ironwood Pharmaceuticals Inc.
+5.64%
+$21,548.47 
AXTI AXT, Inc.
+5.41%
+$33,520 
LITE Lumentum Holdings Inc.
+5.19%
+$57,436.93 
SMTC Semtech Corporation
+5.07%
+$105,266.89 
CERS Cerus Corporation
+4.93%
+$17,817.38 
PENG Penguin Solutions, Inc.
+4.76%
+$66,047.5 
CRNC Cerence Inc.
+4.41%
+$12,383.44 
PTEN Patterson-UTI Energy Inc.
+4.31%
+$69,814.27 
STRL Sterling Infrastructure, Inc.
+4.22%
+$47,596.14 
LBRT Liberty Energy Inc.
+4.21%
+$9,761.52 
ADTN Adtran Holdings, Inc.
+4.09%
+$30,689.01 
MTZ MasTec, Inc. Common Stock
+4.01%
+$10,033.53 
RSI Rush Street Interactive Inc.
+3.94%
+$44,406.6 
LPG Dorian LPG Ltd.
+3.81%
+$90,121.56 
ALHC Alignment Healthcare, Inc.
+3.71%
+$33,788.5 
LXU Lsb Industries Inc.
+3.65%
+$52,897.32 
CODA Coda Octopus Group Inc.
+3.62%
+$8,535.9 
HL Hecla Mining Company
+3.61%
+$71,504 
VICR Vicor Corporation
+3.57%
+$5,597.11 
FET Forum Energy Technologies Inc.
+3.57%
+$114,424.8 
SITM SiTime Corporation
+3.49%
+$9,927.71 
AGX Argan Inc.
+3.46%
+$93,267.06 
KLIC Kulicke & Soffa Industries, Inc.
+3.43%
+$83,733.69 
LQDA Liquidia Corporation
+3.25%
+$73,990.86 
NBR Nabors Industries Ltd.
+3.09%
+$67,685.64 
ECVT Ecovyst Inc.
+3.08%
+$8,066.51 
CE Celanese Corporation
+3.07%
+$36,188.24 
SSL Sasol Ltd Sponsored ADR
+3.04%
+$84,798.04 
SND Smart Sand Inc.
+3.03%
+$7,366.35 
TDW Tidewater Inc.
+3.02%
+$78,110.76 
EZPW EzCorp Inc.
+2.93%
+$36,143.52 
SARO StandardAero, Inc.
+2.88%
+$7,350.72 
ESOA Energy Services of America Corporation
+2.8%
+$9,434.95 
GVA Granite Construction Incorporated
+2.8%
+$67,442.28 
INTT Intest Corporation
+2.8%
+$7,372 
TBLA Taboola.com Ltd.
+2.79%
+$25,523.19 
KMT Kennametal Inc.
+2.77%
+$48,620.88 
RFIL RF Industries Ltd.
+2.72%
+$5,385.6 
FIX Comfort Systems USA, Inc.
+2.69%
+$51,851.19 
BVS Bioventus Inc. Class A
+2.66%
+$11,771.92 
ORN Orion Group Holdings Inc.
+2.58%
+$20,139.25 
VSCO Victoria's Secret & Co.
+2.58%
+$32,726.7 
ECG Everus Construction Group, Inc.
+2.58%
+$42,710.02 
RM Regional Management Corp.
+2.51%
+$12,942.88 
DDD 3D Systems Corporation
+2.49%
+$30,995.37 
ATMU Atmus Filtration Technologies Inc.
+2.45%
+$51,999.99 
ECPG Encore Capital Group Inc.
+2.42%
+$70,268.45 
ALSN Allison Transmission Holdings Inc.
+2.4%
+$11,345.7 
HCSG Healthcare Services Group Inc.
+2.37%
+$52,033.5 
DY Dycom Industries Inc.
+2.36%
+$29,975 
ROKU Roku, Inc.
+2.34%
+$6,929.98 
MU Micron Technology, Inc.
+2.3%
+$59,683.08 
ARW Arrow Electronics Inc.
+2.29%
+$26,865.66 
TPC Tutor Perini Corporation
+2.27%
+$77,064.6 
FSS Federal Signal Corp.
+2.27%
+$45,072.48 
HWM Howmet Aerospace Inc.
+2.25%
+$8,484.21 
EBS Emergent BioSolutions Inc.
+2.23%
+$3,850.1 
MYRG Myr Group Inc.
+2.17%
+$35,066.57 
FTDR Frontdoor, Inc.
+2.14%
+$50,001.25 
VVX V2X Inc.
+2.13%
+$53,175.01 
INDV Indivior Pharmaceuticals, Inc.
+2.07%
+$48,628.35 
TCMD Tactile Systems Technology Inc.
+2.07%
+$40,278.49 
KOP Koppers Holdings Inc.
+1.99%
+$7,761.12 
WLDN Willdan Group, Inc.
+1.98%
+$5,732.16 
DAR Darling Ingredients Inc.
+1.98%
+$5,196.1 
ABUS Arbutus Biopharma Corporation
+1.97%
+$7,194.33 
DINO HF Sinclair Corporation
+1.96%
+$11,754 
CDE Coeur Mining, Inc.
+1.95%
+$45,510.84 
UVE Universal Insurance Holdings, Inc.
+1.93%
+$55,253.24 
PWR Quanta Services Inc.
+1.93%
+$5,486 
GMAB Genmab A/S Sponsored ADR
+1.91%
+$54,430.8 
TNK Teekay Tankers Ltd
+1.9%
+$45,524.88 
APLD Applied Digital Corporation
+1.89%
+$6,889.82 
AGCO AGCO Corporation
+1.89%
+$19,959.96 
CVGI Commercial Vehicle Group, Inc.
+1.87%
+$3,529.08 
TS Tenaris S.A.
+1.82%
+$72,704.64 
BBCP Concrete Pumping Holdings, Inc.
+1.8%
+$8,528.05 
GFI Gold Fields Ltd. Sponsored ADR
+1.8%
+$84,695.9 
IPI Intrepid Potash Inc.
+1.78%
+$20,982.4 
PNTG The Pennant Group, Inc.
+1.76%
+$8,317.76 
ADNT Adient plc
+1.75%
+$35,895.9 
FSM Fortuna Mining Corp
+1.72%
+$17,562.24 
B BARRICK MINING CORP Common Stock (ABR0)
+1.69%
+$20,351.55 
CXDO Crexendo, Inc.
+1.68%
+$5,139.09 
TKR Timken Co.
+1.68%
+$24,202.2 
COGT Cogent Biosciences, Inc.
+1.66%
+$3,470.14 
OII Oceaneering International, Inc.
+1.66%
+$50,784.95 
COHU Cohu Inc.
+1.65%
+$35,287.68 
SNX TD Synnex Corporation
+1.63%
+$23,686.98 
CSTM Constellium SE
+1.61%
+$17,204.35 
BFH Bread Financial Holdings Inc.
+1.59%
+$56,298.39 
VISN Vistance Networks, Inc.
+1.59%
+$21,009.06 
AUGO Aura Minerals Inc.
+1.56%
+$19,911.01 
ANIK Anika Therapeutics Inc.
+1.56%
+$6,296.07 
MAMA Mama's Creations Inc.
+1.53%
+$6,167.98 
JLL Jones Lang LaSalle Inc.
+1.48%
+$19,207.44 
TTE TotalEnergies SE
+1.47%
+$67,965.28 
MKSI MKS Instruments Inc.
+1.45%
+$17,640.12 
LGCY Legacy Education Inc.
+1.42%
+$3,013.65 
KEY KeyCorp
+1.39%
+$16,262.72 
CMRE Costamare Inc.
+1.39%
+$12,435.4 
BABA Alibaba Group Holding Limited SP ADR
+1.35%
+$120,940.05 
ON ON Semiconductor Corporation
+1.35%
+$11,664.4 
ENVA Enova International Inc.
+1.35%
+$37,940.44 
CVE Cenovus Energy Inc.
+1.34%
+$24,727.51 
EXPE Expedia Group, Inc.
+1.33%
+$20,025.36 
RSSS Research Solutions Inc.
+1.31%
+$2,175 
VIAV Viavi Solutions Inc.
+1.28%
+$26,484.7 
PLXS Plexus Corp.
+1.28%
+$22,026.26 
TM Toyota Motor Corporation
+1.27%
+$23,236.7 
CGAU Centerra Gold Inc.
+1.27%
+$25,329.51 
NBIX Neurocrine Biosciences Inc.
+1.26%
+$16,159.41 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.23%
+$28,714.4 
FIVE Five Below, Inc.
+1.17%
+$16,275.21 
PAYS Paysign Inc.
+1.15%
+$7,725.9 
SYF Synchrony Financial
+1.15%
+$12,546.01 
KINS Kingstone Companies Inc.
+1.13%
+$4,483.82 
HRB H&R Block Inc.
+1.09%
+$3,543.8 
BOOM DMC Global Inc.
+1.07%
+$3,226.64 
CF CF Industries Holdings, Inc.
+1.07%
+$12,277.47 
BKU BankUnited, Inc.
+1.07%
+$22,753.65 
DEC Diversified Energy Company PLC
+1.06%
+$3,248.85 
MUSA Murphy USA Inc.
+1.06%
+$3,766.74 
SLM SLM Corporation
+1.04%
+$4,222.12 
CBOE Cboe Global Markets Inc.
+1.04%
+$11,517.93 
SB Safe Bulkers Inc.
+1.04%
+$14,655.12 
UFCS United Fire Group, Inc.
+1.04%
+$19,652.08 
EIX Edison International
+1.03%
+$9,884.2 
MATV Mativ Holdings Inc.
+0.99%
+$11,565.96 
CNX CNX Resources Corporation
+0.96%
+$14,285.1 
TRN Trinity Industries Inc.
+0.95%
+$16,771.44 
THG Hanover Insurance Group, Inc.
+0.94%
+$2,072.69 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+0.94%
+$27,010.44 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.93%
+$37,104.1 
OPRT Oportun Financial Corp.
+0.92%
+$4,061.96 
MD Pediatrix Medical Group, Inc.
+0.91%
+$23,289.6 
MT ArcelorMittal S.A.
+0.89%
+$22,466.6 
PAHC Phibro Animal Health Corporation
+0.88%
+$11,218.76 
PLOW Douglas Dynamics Inc.
+0.86%
+$10,274.04 
CFG Citizens Financial Group, Inc.
+0.84%
+$10,703.06 
MOV Movado Group Inc.
+0.84%
+$10,521 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+0.82%
+$7,917.84 
NVT nVent Electric plc
+0.81%
+$2,139.01 
TTMI TTM Technologies, Inc.
+0.81%
+$4,065.6 
WFC Wells Fargo & Company
+0.81%
+$11,997.58 
UMBF UMB Financial Corporation
+0.77%
+$11,081.41 
RF Regions Financial Corporation
+0.76%
+$9,055.2 
ESTC Elastic N.V.
+0.76%
+$2,649.4 
ALLY Ally Financial Inc.
+0.69%
+$1,642.07 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$9,260.64 
TEL TE Connectivity plc
+0.69%
+$18,975.02 
NWPX NWPX Infrastructure, Inc.
+0.69%
+$8,990.99 
TSLA Tesla, Inc.
+0.68%
+$9,073.68 
BAC Bank of America Corporation
+0.62%
+$13,744.94 
SHEL Shell plc
+0.61%
+$22,897.6 
EME EMCOR Group, Inc.
+0.61%
+$8,748.74 
QCOM QUALCOMM Incorporated
+0.61%
+$1,283 
OPLN Openlane Inc.
+0.57%
+$12,578.8 
BANC Banc of California Inc.
+0.56%
+$13,294.05 
ASB Associated Banc-Corp
+0.53%
+$13,090.68 
INDB Independent Bank Corp.
+0.52%
+$7,572.84 
AROW Arrow Financial Corporation
+0.51%
+$6,224.83 
DVA DaVita Inc.
+0.5%
+$1,071.56 
CATY Cathay General Bancorp
+0.49%
+$7,653.44 
NTRS Northern Trust Corporation
+0.49%
+$6,318.42 
NXST Nexstar Media Group Inc.
+0.49%
+$1,157.39 
WT WisdomTree, Inc.
+0.48%
+$10,136.5 
EWBC East West Bancorp Inc.
+0.47%
+$5,751.04 
PUK Prudential plc ADR
+0.47%
+$11,234.99 
PGY Pagaya Technologies Ltd.
+0.47%
+$1,378.5 
UVSP Univest Financial Corporation
+0.44%
+$12,279.7 
MCY Mercury General Corporation
+0.44%
+$11,005.04 
C Citigroup Inc.
+0.43%
+$8,065.2 
HLIO Helios Technologies, Inc.
+0.43%
+$3,818.5 
UBSI United Bankshares, Inc.
+0.43%
+$5,450.73 
ABCB Ameris Bancorp
+0.42%
+$11,272.7 
PRDO Perdoceo Education Corporation
+0.41%
+$8,591.2 
MA Mastercard Incorporated
+0.4%
+$1,037.25 
USB U.S. Bancorp
+0.38%
+$5,138.25 
CMP Compass Minerals International Inc.
+0.38%
+$3,247.1 
ISTR Investar Holding Corporation
+0.36%
+$2,475.33 
MTB M&T Bank Corporation
+0.33%
+$4,160.5 
VMD Viemed Healthcare Inc.
+0.33%
+$1,950.9 
GPRE Green Plains Inc.
+0.32%
+$4,287.7 
THC Tenet Healthcare Corporation
+0.32%
+$4,493.11 
ACA Arcosa Inc.
+0.3%
+$9,062.27 
MTX Minerals Technologies Inc.
+0.3%
+$6,063.42 
COLL Collegium Pharmaceutical Inc.
+0.28%
+$3,842.96 
ING ING Groep N.V. Sponsored ADR
+0.28%
+$20,997.4 
CWBC Community West Bancshares
+0.27%
+$744.23 
RBB RBB Bancorp
+0.25%
+$3,427.27 
ASYS Amtech Systems Inc.
+0.25%
+$614.38 
CAT Caterpillar Inc.
+0.23%
+$626.47 
GSM Ferroglobe PLC
+0.23%
+$2,790.93 
AAPL Apple Inc.
+0.22%
+$20,093.97 
AEIS Advanced Energy Industries Inc.
+0.22%
+$2,058.48 
BLBD Blue Bird Corporation
+0.22%
+$3,889.9 
CUBI Customers Bancorp Inc.
+0.22%
+$4,844.16 
GTY Getty Realty Corp.
+0.21%
+$1,731.52 
TFC Truist Financial Corporation
+0.21%
+$2,622.9 
BRC Brady Corporation
+0.2%
+$3,306 
BWFG Bankwell Financial Group Inc.
+0.19%
+$1,980.81 
TCBI Texas Capital Bancshares Inc.
+0.19%
+$4,139.65 
TDC Teradata Corporation
+0.18%
+$2,882.95 
BCS Barclays PLC Sponsored ADR
+0.18%
+$6,551.5 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.17%
+$2,140.3 
LYG Lloyds Banking Group Plc ADR
+0.16%
+$10,290.49 
UNTY Unity Bancorp, Inc.
+0.15%
+$1,732.95 
BUSE First Busey Corporation
+0.13%
+$1,201.12 
RAPP Rapport Therapeutics Inc.
+0.13%
+$1,823.16 
WSFS WSFS Financial Corporation
+0.12%
+$3,193.3 
THFF First Financial Corporation
+0.12%
+$1,645.57 
FFBC First Financial Bancorp.
+0.12%
+$1,721.16 
CVSA Adtalem Global Education Inc.
+0.09%
+$1,303.5 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.08%
+$1,307.62 
DAN Dana Inc.
+0.07%
+$459.6 
AMN Amn Healthcare Services Inc.
+0.03%
+$761.71 
BPOP Popular Inc.
0%
$0 
CMTL Comtech Telecommunications Corp.
0%
$0 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
0%
$0 
FORM FormFactor Inc.
0%
$0 
LASR nLIGHT, Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
SKYT SkyWater Technology, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UGP Ultrapar Participacoes S.A. Sponsored ADR
0%
$0 PRE
PRE
0%
$0 
IDN Intellicheck, Inc.
-25.07%
-$37,239.98 
BLZE Backblaze Inc.
-6.9%
-$62,338.92 
MLAB Mesa Laboratories Inc.
-6.33%
-$18,544.4 
PGEN Precigen Inc.
-6.01%
-$35,355.45 
AVGO Broadcom Inc.
-5.94%
-$347,992.73 
RNG RingCentral Inc.
-4.85%
-$120,397.55 
CDNA CareDx Inc.
-4.35%
-$37,156.22 
DK Delek US Holdings Inc.
-4.14%
-$84,401.92 
STRO Sutro Biopharma, Inc.
-3.9%
-$7,419.37 
TXG 10x Genomics Inc.
-3.54%
-$75,626.72 
ZM Zoom Video Communications, Inc.
-3.53%
-$43,968.16 
PBF PBF Energy Inc.
-3.37%
-$59,963.9 
CIEN Ciena Corporation
-3.17%
-$29,189.68 
FFIV F5 Inc.
-3.08%
-$35,494.37 
BKTI Bk Technologies Corp
-3.01%
-$15,405.4 
CMPR Cimpress plc
-2.96%
-$23,627.52 
PCTY Paylocity Holding Corporation
-2.9%
-$9,608.69 
INFY Infosys Limited
-2.58%
-$26,574.72 
COMP Compass Inc.
-2.47%
-$30,841.8 
PAYC Paycom Software, Inc.
-2.46%
-$80,795 
LLY Eli Lilly and Company
-2.38%
-$22,495.18 
VTVT vTv Therapeutics Inc.
-2.37%
-$5,993.3 
ANET Arista Networks, Inc.
-2.36%
-$11,697.58 
PARR Par Pacific Holdings Inc.
-2.22%
-$46,098.78 
SGHT Sight Sciences, Inc.
-2.16%
-$6,328.08 
ACLS Axcelis Technologies, Inc.
-2.01%
-$50,829.28 
TILE Interface Inc.
-1.99%
-$65,037.28 
GSK GSK plc Sponsored ADR
-1.84%
-$35,359.53 
ONTO Onto Innovation Inc.
-1.81%
-$5,321.83 
CPAY Corpay, Inc.
-1.8%
-$5,623.03 
DHX DHI Group, Inc.
-1.75%
-$4,127.69 
SONO Sonos Inc.
-1.69%
-$9,804.2 
INFU InfuSystem Holdings Inc.
-1.68%
-$8,711.64 
FBIO Fortress Biotech Inc.
-1.68%
-$3,434.6 
ERO Ero Copper Corp.
-1.66%
-$59,355.24 
EBMT Eagle Bancorp Montana Inc.
-1.47%
-$3,677.1 
MRVI Maravai Lifesciences Holdings Inc.
-1.38%
-$11,685.2 
PBI Pitney Bowes Inc.
-1.38%
-$33,370.01 
LRCX Lam Research Corporation
-1.38%
-$4,078.07 
LOGI Logitech International S.A.
-1.38%
-$55,205.43 
TLS Telos Corporation
-1.3%
-$8,047.86 
ENTG Entegris, Inc.
-1.25%
-$3,456.32 
NWG NatWest Group plc Sponsored ADR
-1.14%
-$40,272.32 
PAGS PagSeguro Digital Ltd.
-1.13%
-$9,076 
MFG Mizuho Financial Group Inc. ADR
-1.09%
-$75,657.72 
MLI Mueller Industries Inc.
-1.08%
-$7,932.96 
HCI HCI Group, Inc.
-1.07%
-$16,652.24 
FIGS Figs Inc.
-1.01%
-$12,001.2 
LCII LCI Industries Inc.
-0.97%
-$24,390.13 
AMBP Ardagh Metal Packaging S.A.
-0.95%
-$8,466.65 
UL Unilever PLC Sponsored American Depositary Receipt
-0.94%
-$8,167.37 
AMZN Amazon.com Inc
-0.94%
-$37,413.43 
ELA Envela Corporation
-0.93%
-$6,051.11 
NBN Northeast Bank
-0.9%
-$11,082.21 
SATS EchoStar Corporation
-0.89%
-$7,210.26 
GCO Genesco Inc.
-0.87%
-$2,904.08 
META Meta Platforms Inc Class A
-0.86%
-$16,148.45 
CASY Casey's General Stores Inc.
-0.86%
-$12,270.45 
TREE LendingTree Inc.
-0.85%
-$2,460.08 
INSG Inseego Corp.
-0.85%
-$4,080.28 
TCBK Trico Bancshares
-0.83%
-$3,385.91 
STBA S&T Bancorp, Inc.
-0.81%
-$10,935.12 
DLX Deluxe Corporation
-0.78%
-$14,810.77 
FLXS Flexsteel Industries, Inc.
-0.77%
-$11,936.94 
FSBC Five Star Bancorp
-0.74%
-$2,883.28 
MSBI Midland States Bancorp Inc.
-0.74%
-$11,695.25 
USCB USCB Financial Holdings Inc.
-0.71%
-$2,474.56 
RRBI Red River Bancshares Inc.
-0.71%
-$8,195.71 
SFST Southern First Bancshares Inc.
-0.65%
-$8,782.2 
CPF Central Pacific Financial Corp.
-0.64%
-$17,021.25 
FMAO Farmers & Merchants Bancorp Inc.
-0.62%
-$5,283.74 
MEDP Medpace Holdings Inc.
-0.59%
-$2,280.46 
DCOM Dime Community Bancshares Inc.
-0.58%
-$7,818 
LINC Lincoln Educational Services Corporation
-0.56%
-$1,598.51 
KALU Kaiser Aluminum Corporation
-0.56%
-$4,621.62 
NVS Novartis AG Sponsored ADR
-0.55%
-$10,059 
FBIZ First Business Financial Services Inc.
-0.54%
-$1,523.34 
ABBV AbbVie Inc.
-0.54%
-$1,112.48 
SHIM Shimmick Corporation
-0.54%
-$1,013.54 
BTI British American Tobacco p.l.c. ADR
-0.51%
-$19,732.69 
YOU Clear Secure Inc.
-0.48%
-$5,652.68 
HTH Hilltop Holdings Inc.
-0.48%
-$5,723.56 
PRAX Praxis Precision Medicines Inc.
-0.45%
-$5,235.42 
NDSN Nordson Corporation
-0.41%
-$4,998.68 
NEWT NewtekOne Inc.
-0.38%
-$1,190.8 
MCB Metropolitan Bank Holding Corp.
-0.38%
-$5,113.43 
INNV InnovAge Holding Corp.
-0.38%
-$1,377.12 
RGA Reinsurance Group of America, Inc.
-0.37%
-$4,522.59 
VLO Valero Energy Corporation
-0.36%
-$5,972.5 
TIGO Millicom International Cellular S.A.
-0.36%
-$11,748.7 
V Visa Inc. Class A
-0.36%
-$1,004.92 
PHG Koninklijke Philips N.V.
-0.33%
-$7,003.44 
NMRK Newmark Group Inc.
-0.33%
-$2,735.45 
CTBI Community Trust Bancorp Inc.
-0.3%
-$4,044.48 
FSLY Fastly, Inc.
-0.3%
-$4,017.87 
INCY Incyte Corporation
-0.3%
-$1,188.36 
HTB Hometrust Bancshares Inc.
-0.3%
-$1,054.05 
MSFT Microsoft Corp.
-0.3%
-$19,738.89 
OOMA Ooma Inc.
-0.29%
-$1,565.04 
PCB PCB Bancorp
-0.28%
-$1,115.68 
MPC Marathon Petroleum Corporation
-0.27%
-$4,454.5 
FVCB FVCBankcorp, Inc.
-0.27%
-$1,101.75 
XYZ Block, Inc.
-0.25%
-$4,118.23 
BCO Brink's Company
-0.24%
-$2,749.32 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$8,797.61 
III Information Services Group Inc.
-0.19%
-$1,144.03 
OBK Origin Bancorp Inc.
-0.18%
-$865.8 
FRAF Franklin Financial Services Corporation
-0.17%
-$2,109.84 
HAFC Hanmi Financial Corporation
-0.15%
-$845 
ARLO Arlo Technologies Inc.
-0.14%
-$2,026.76 
SAN Banco Santander S.A. Sponsored ADR
-0.14%
-$1,243.22 
EGAN eGain Corporation
-0.13%
-$1,389.63 
GOOGL Alphabet Inc
-0.13%
-$11,264.02 
NTCT Netscout Systems Inc.
-0.13%
-$2,983.2 
DLTR Dollar Tree, Inc.
-0.11%
-$1,186.78 
CRUS Cirrus Logic, Inc.
-0.11%
-$963.07 
SKT Tanger Factory Outlet Centers, Inc.
-0.1%
-$803.24 
COST Costco Wholesale Corporation
-0.08%
-$209.25 
CCSI Consensus Cloud Solutions, Inc.
-0.08%
-$1,203.67 
JPM JPMorgan Chase & Co.
-0.07%
-$2,032.75 
BSRR Sierra Bancorp
-0.07%
-$268.73 
MRVL Marvell Technology, Inc.
-0.07%
-$969.84 
VLY Valley National Bancorp
-0.07%
-$948.55 
NVDA NVIDIA Corporation
-0.06%
-$8,684.76 
FRST Primis Financial Corp.
-0.06%
-$895.05 
NVST Envista Holdings Corporation
-0.04%
-$219.66 
VSAT Viasat Inc.
-0.04%
-$1,572.51 
WAFD WaFd, Inc.
-0.03%
-$355.17 
DGII Digi International Inc.
-0.02%
-$968.26 
APEI American Public Education, Inc.
-0.02%
-$397.78 
XPO XPO Inc.
-0.01%
-$68.6 Events
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Dividends
Dividend Analysis
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| Trades 2168 | Longs Won 1175/2168 54% | Profit Factor 2.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $274,101.74 |
| Average Win $171,453.81 | Best Trade (Jun 29) $2.77M | Sharpe Ratio -25.7 |
| Average Loss -$80,437.69 | Worst Trade (Aug 31) -$1.84M | Z-Score -6.01 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w 6d | Expectancy $56,140.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 3,688 | $546,414 | $554,232.64 | - | $7,818.64 | 1.43% | +15.529% |
| AAPL Apple Inc. | 29,991 | $7.25M | $9.18M | - | $1.93M | 26.58% | +0.219% |
| ABBV AbbVie Inc. | 818 | $205,842 | $204,058.29 | - | -$1,783.71 | -0.87% | -0.542% |
| ABCB Ameris Bancorp | 29,665 | $2.46M | $2.66M | - | $198,618.83 | 8.06% | +0.425% |
| ABUS Arbutus Biopharma Corporation | 79,937 | $383,698 | $373,305.79 | - | -$10,392.21 | -2.71% | +1.965% |
| ACA Arcosa Inc. | 20,597 | $2.19M | $2.99M | - | $805,534.65 | 36.79% | +0.304% |
| ACLS Axcelis Technologies, Inc. | 17,649 | $3.34M | $2.47M | - | -$870,095.83 | -26.02% | -2.014% |
| ADNT Adient plc | 102,560 | $1.89M | $2.09M | - | $205,119.79 | 10.88% | +1.747% |
| ADTN Adtran Holdings, Inc. | 92,997 | $1.16M | $781,174.8 | - | -$378,683.31 | -32.65% | +4.089% |
| AEIS Advanced Energy Industries Inc. | 2,859 | $598,588.74 | $944,213.37 | - | $345,624.63 | 57.74% | +0.218% |
| AGCO AGCO Corporation | 10,617 | $1.27M | $1.08M | - | -$195,034.39 | -15.35% | +1.89% |
| AGX Argan Inc. | 4,825 | $3.85M | $2.79M | - | -$1.06M | -27.59% | +3.459% |
| ALHC Alignment Healthcare, Inc. | 67,577 | $1.02M | $943,374.92 | - | -$72,304.66 | -7.12% | +3.715% |
| ALLY Ally Financial Inc. | 5,297 | $243,397 | $237,888.27 | - | -$5,508.73 | -2.26% | +0.695% |
| ALSN Allison Transmission Holdings Inc. | 3,846 | $433,598 | $484,096.02 | - | $50,498.02 | 11.65% | +2.4% |
| AMBP Ardagh Metal Packaging S.A. | 169,333 | $685,798.9 | $885,611.59 | - | $199,812.69 | 29.14% | -0.947% |
| AMD Advanced Micro Devices, Inc. | 6,212 | $3.61M | $3.2M | - | -$413,222.26 | -11.45% | +6.497% |
| AMN Amn Healthcare Services Inc. | 76,171 | $2.21M | $2.63M | - | $422,240.5 | 19.14% | +0.029% |
| AMZN Amazon.com Inc | 15,086 | $3.38M | $3.96M | - | $583,685.7 | 17.28% | -0.935% |
| ANET Arista Networks, Inc. | 2,437 | $306,293.35 | $484,524.36 | - | $178,231.01 | 58.19% | -2.357% |
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FAQ
Which stocks have generated the highest profits for Kirsten Syverson?
The largest contributions to the portfolio's profits come from the following stocks: Banco Santander S.A. Sponsored ADR - $4.21M, Banco Bilbao Vizcaya Argentaria, S.A - $3.31M, Sezzle Inc - $3.23M, Micron Technology, Inc - $3.15M, and Marvell Technology, Inc - $2.8M. 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: Orla Mining Ltd - $1.3M, Microsoft Corp - $907,123.71, NetEase, Inc. American Depositary Receipt - $759,120.91, Grid Dynamics Holdings, Inc - $738,935.66, and Q2 Holdings Inc - $659,467.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kirsten Syverson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.2M earned over time. The largest contributors to dividend income include Vistance Networks, Inc - $583,585, Banco Bilbao Vizcaya Argentaria, S.A - $424,099.21, ING Groep N.V. Sponsored ADR - $384,246.53, Taiwan Semiconductor Manufacturing Company Limited - $282,201.82, and Banco Santander S.A. Sponsored ADR - $217,530.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kirsten Syverson's monthly returns?
Kirsten Syverson'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 Kirsten Syverson's strategy be considered aggressive or moderate?
Kirsten Syverson'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 Kirsten Syverson's strategy?
Kirsten Syverson'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.
