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:
37.49%
Gain -0.7%
Monthly
1.49%
Yearly
19.45%
Drawdown
19.81%
$537.91M
Equity
Holdings
$537.91M
Investment
$494.88M
$107.44M
Profit -$3.27M
Realized
$64.41M
Unrealized
$43.03M
Dividends
$9.37M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$3.27M
Win %
59%
This Week
Compared To Last Week
Gain
-2.1%
Profit
-$11.56M
Win %
59%
This Month
Compared to last month
Gain
-0.53%
Profit
-$2.84M
Win %
59%
This Year
Compared to last year
Gain
-1.96%
Profit
-$10.76M
Win %
63%
LXU Lsb Industries Inc.
+4.97%
+$76,407.24 
TS Tenaris S.A.
+3.67%
+$159,041.4 
CNX CNX Resources Corporation
+3.55%
+$51,678.45 
INDB Independent Bank Corp.
+3.24%
+$43,027.47 
CE Celanese Corporation
+3.17%
+$39,115.23 
DEC Diversified Energy Company PLC
+3.08%
+$9,638.25 
TTE TotalEnergies SE
+2.75%
+$129,028.14 
BTI British American Tobacco p.l.c. ADR
+2.72%
+$107,509.52 
GPRE Green Plains Inc.
+2.69%
+$33,015.29 
BOOM DMC Global Inc.
+2.67%
+$5,646.62 
NBR Nabors Industries Ltd.
+2.42%
+$44,403.7 
FET Forum Energy Technologies Inc.
+2.4%
+$72,002 
SHEL Shell plc
+2.28%
+$98,459.68 
PTEN Patterson-UTI Energy Inc.
+2.25%
+$37,877.96 
SSL Sasol Ltd Sponsored ADR
+2.23%
+$88,539.13 
WLDN Willdan Group, Inc.
+2.22%
+$5,425.08 
GSM Ferroglobe PLC
+2.16%
+$23,722.9 
HLIT Harmonic Inc.
+2.13%
+$13,250.92 
CVE Cenovus Energy Inc.
+2.08%
+$40,106.82 
SARO StandardAero, Inc.
+2.05%
+$4,052.32 
ELA Envela Corporation
+2.04%
+$9,883.55 
UL Unilever PLC Sponsored American Depositary Receipt
+1.9%
+$16,957.67 
DAN Dana Inc.
+1.86%
+$12,179.4 
LBRT Liberty Energy Inc.
+1.8%
+$3,290.4 
OII Oceaneering International, Inc.
+1.74%
+$44,810.31 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.74%
+$39,482.3 
DAR Darling Ingredients Inc.
+1.71%
+$4,156.88 
AMBP Ardagh Metal Packaging S.A.
+1.61%
+$12,699.98 
USB U.S. Bancorp
+1.59%
+$18,805.99 
PHG Koninklijke Philips N.V.
+1.55%
+$30,737.32 
ALHC Alignment Healthcare, Inc.
+1.53%
+$8,447.12 
PAHC Phibro Animal Health Corporation
+1.5%
+$21,315.72 
TM Toyota Motor Corporation
+1.44%
+$26,819.14 
UGP Ultrapar Participacoes S.A. Sponsored ADR
+1.44%
+$45,238.16 
LCII LCI Industries Inc.
+1.42%
+$28,025.21 
EBMT Eagle Bancorp Montana Inc.
+1.4%
+$3,046.74 
CSTM Constellium SE
+1.35%
+$12,628.73 
CF CF Industries Holdings, Inc.
+1.34%
+$15,715.2 
CASY Casey's General Stores Inc.
+1.31%
+$14,764.68 
COST Costco Wholesale Corporation
+1.28%
+$3,507.03 
AMN Amn Healthcare Services Inc.
+1.26%
+$38,466.36 
DLX Deluxe Corporation
+1.22%
+$21,826.28 
GSK GSK plc Sponsored ADR
+1.21%
+$22,622.49 
NXST Nexstar Media Group Inc.
+1.14%
+$2,365.04 
JPM JPMorgan Chase & Co.
+1.14%
+$28,836.07 
UVE Universal Insurance Holdings, Inc.
+1.11%
+$35,038.64 
BFH Bread Financial Holdings Inc.
+1.1%
+$35,305.77 
C Citigroup Inc.
+1.08%
+$17,877.86 
CRUS Cirrus Logic, Inc.
+1.08%
+$8,667.36 
THG Hanover Insurance Group, Inc.
+1.08%
+$2,428.02 
HWM Howmet Aerospace Inc.
+1.08%
+$3,154.91 
TFC Truist Financial Corporation
+1.07%
+$11,922.5 
KINS Kingstone Companies Inc.
+1.07%
+$4,061.93 
BLBD Blue Bird Corporation
+1.07%
+$17,087.78 
WFC Wells Fargo & Company
+0.95%
+$13,264.93 
CBOE Cboe Global Markets Inc.
+0.93%
+$10,802.7 
ENVA Enova International Inc.
+0.92%
+$17,572.98 
GFI Gold Fields Ltd. Sponsored ADR
+0.88%
+$38,769.25 
IPI Intrepid Potash Inc.
+0.87%
+$9,179.8 
DLTR Dollar Tree, Inc.
+0.87%
+$9,142.44 
PNC The PNC Financial Services Group, Inc.
+0.86%
+$9,653.04 
UFCS United Fire Group, Inc.
+0.86%
+$16,669.17 
VISN Vistance Networks, Inc.
+0.85%
+$5,835.85 
LLY Eli Lilly and Company
+0.81%
+$7,932.61 
TNK Teekay Tankers Ltd
+0.78%
+$21,760.35 
CDE Coeur Mining, Inc.
+0.78%
+$15,170.28 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.77%
+$30,695.21 
BSRR Sierra Bancorp
+0.74%
+$2,597.53 
EIX Edison International
+0.74%
+$5,551.4 
SYF Synchrony Financial
+0.74%
+$7,432.15 
AUGO Aura Minerals Inc.
+0.72%
+$10,551.16 
AAPL Apple Inc.
+0.72%
+$74,227.73 
UNTY Unity Bancorp, Inc.
+0.71%
+$7,701.98 
KALU Kaiser Aluminum Corporation
+0.67%
+$4,512.88 
APEI American Public Education, Inc.
+0.6%
+$11,734.51 
CPF Central Pacific Financial Corp.
+0.58%
+$14,297.99 
DINO HF Sinclair Corporation
+0.58%
+$4,701.6 
FSM Fortuna Mining Corp
+0.57%
+$5,854.08 
V Visa Inc. Class A
+0.56%
+$1,746.98 
ABBV AbbVie Inc.
+0.56%
+$1,304.72 
EZPW EzCorp Inc.
+0.54%
+$7,745.04 
ING ING Groep N.V. Sponsored ADR
+0.54%
+$37,795.32 
KOP Koppers Holdings Inc.
+0.54%
+$1,982.46 
VVX V2X Inc.
+0.54%
+$11,372.69 
MTZ MasTec, Inc. Common Stock
+0.54%
+$900.22 
OBK Origin Bancorp Inc.
+0.51%
+$2,294.37 
PCB PCB Bancorp
+0.5%
+$1,952.44 
NVS Novartis AG Sponsored ADR
+0.49%
+$8,801.62 
RM Regional Management Corp.
+0.48%
+$2,604.36 
BUSE First Busey Corporation
+0.48%
+$4,203.92 
NWG NatWest Group plc Sponsored ADR
+0.46%
+$14,644.48 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+0.44%
+$11,254.35 
BBCP Concrete Pumping Holdings, Inc.
+0.44%
+$2,006.6 
HCI HCI Group, Inc.
+0.44%
+$7,196.48 
VLO Valero Energy Corporation
+0.41%
+$8,791.53 
THFF First Financial Corporation
+0.41%
+$4,936.8 
CTBI Community Trust Bancorp Inc.
+0.4%
+$4,971.34 
PARR Par Pacific Holdings Inc.
+0.39%
+$8,358.57 
MUSA Murphy USA Inc.
+0.39%
+$1,352.49 
TILE Interface Inc.
+0.39%
+$11,824.96 
ASB Associated Banc-Corp
+0.38%
+$8,470.44 
ASML ASML Holding N.V. New York Registry Shares
+0.35%
+$13,392.08 
ISTR Investar Holding Corporation
+0.35%
+$2,250.3 
ALLY Ally Financial Inc.
+0.34%
+$688.61 
HTB Hometrust Bancshares Inc.
+0.34%
+$1,124.32 
TCBI Texas Capital Bancshares Inc.
+0.33%
+$6,536.4 
UVSP Univest Financial Corporation
+0.32%
+$8,401.96 
TKR Timken Co.
+0.29%
+$3,630.31 
PUK Prudential plc ADR
+0.29%
+$6,049.7 
RGA Reinsurance Group of America, Inc.
+0.28%
+$3,598.58 
RRBI Red River Bancshares Inc.
+0.28%
+$3,143.56 
ATMU Atmus Filtration Technologies Inc.
+0.27%
+$5,114.76 
FTDR Frontdoor, Inc.
+0.26%
+$5,525 
KEY KeyCorp
+0.25%
+$2,541.05 
INSG Inseego Corp.
+0.24%
+$1,020.07 
FBIZ First Business Financial Services Inc.
+0.23%
+$624.95 
STBA S&T Bancorp, Inc.
+0.23%
+$2,863.96 
NBN Northeast Bank
+0.22%
+$2,522.83 
ADNT Adient plc
+0.22%
+$4,102.4 
ROKU Roku, Inc.
+0.22%
+$654.5 
BCS Barclays PLC Sponsored ADR
+0.22%
+$6,551.5 
MOV Movado Group Inc.
+0.21%
+$2,454.9 
AROW Arrow Financial Corporation
+0.2%
+$2,334.3 
LYG Lloyds Banking Group Plc ADR
+0.18%
+$10,290.49 
SFST Southern First Bancshares Inc.
+0.18%
+$2,195.55 
HAFC Hanmi Financial Corporation
+0.17%
+$905.84 
FVCB FVCBankcorp, Inc.
+0.17%
+$661.05 
MPC Marathon Petroleum Corporation
+0.16%
+$3,563.59 
BAC Bank of America Corporation
+0.15%
+$2,748.96 
MCY Mercury General Corporation
+0.13%
+$3,110.12 
FSBC Five Star Bancorp
+0.12%
+$411.9 
NTRS Northern Trust Corporation
+0.12%
+$1,290.86 
ECPG Encore Capital Group Inc.
+0.06%
+$1,720.86 
TCBK Trico Bancshares
+0.06%
+$211.62 
SKT Tanger Factory Outlet Centers, Inc.
+0.06%
+$401.62 
HTH Hilltop Holdings Inc.
+0.05%
+$602.48 
EWBC East West Bancorp Inc.
+0.05%
+$539.16 
BCO Brink's Company
+0.04%
+$441.86 
CUBI Customers Bancorp Inc.
+0.04%
+$807.36 
RBB RBB Bancorp
+0.04%
+$489.61 
RF Regions Financial Corporation
+0.04%
+$377.3 
MCB Metropolitan Bank Holding Corp.
+0.03%
+$426.12 
FFBC First Financial Bancorp.
+0.02%
+$215.15 
OPLN Openlane Inc.
+0.01%
+$314.47 
EXPE Expedia Group, Inc.
0%
+$45.72 
BPOP Popular Inc.
0%
$0 
DCOM Dime Community Bancshares Inc.
0%
$0 
FMAO Farmers & Merchants Bancorp Inc.
0%
$0 
FORM FormFactor Inc.
0%
$0 
GVA Granite Construction Incorporated
0%
$0 
LASR nLIGHT, Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NEWT NewtekOne Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
SKYT SkyWater Technology, Inc.
0%
$0 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 PRE
PRE
0%
$0 
FSLY Fastly, Inc.
-10.77%
-$120,536.1 
BLZE Backblaze Inc.
-10.09%
-$44,212 
EBS Emergent BioSolutions Inc.
-10.03%
-$27,720.72 
CLYM Climb Biotherapeutics, Inc.
-9.72%
-$33,290.36 
AXTI AXT, Inc.
-9.15%
-$42,400 
CIFR Cipher Mining Inc.
-9.11%
-$33,806.5 
VICR Vicor Corporation
-8.84%
-$13,434.77 
APLD Applied Digital Corporation
-8.53%
-$20,669.46 
RAPP Rapport Therapeutics Inc.
-8.22%
-$73,837.98 
PGEN Precigen Inc.
-8.06%
-$52,579.9 
COHU Cohu Inc.
-7.56%
-$152,545.7 
MXL MaxLinear Inc.
-7.54%
-$212,780.02 
AAOI Applied Optoelectronics, Inc.
-7.03%
-$21,703.88 
CMTL Comtech Telecommunications Corp.
-6.9%
-$5,951.2 
NVTS Navitas Semiconductor Corporation
-6.77%
-$6,610 
WULF TeraWulf Inc.
-6.42%
-$24,525.18 
VIAV Viavi Solutions Inc.
-6.06%
-$107,383.42 
PAYS Paysign Inc.
-5.9%
-$47,385.52 
ESTC Elastic N.V.
-5.63%
-$22,316.1 
TLS Telos Corporation
-5.5%
-$31,520.78 
SGHT Sight Sciences, Inc.
-5.46%
-$16,874.88 
CIEN Ciena Corporation
-5.34%
-$39,630.87 
PENG Penguin Solutions, Inc.
-5.17%
-$72,775.24 
RNG RingCentral Inc.
-4.88%
-$142,720.5 
IRWD Ironwood Pharmaceuticals Inc.
-4.78%
-$16,864.02 
COMP Compass Inc.
-4.52%
-$40,655.1 
SITM SiTime Corporation
-4.21%
-$8,731.26 
AEIS Advanced Energy Industries Inc.
-4.16%
-$29,990.91 
STRO Sutro Biopharma, Inc.
-4.1%
-$4,201.33 
ZM Zoom Video Communications, Inc.
-4.08%
-$45,554.64 
LITE Lumentum Holdings Inc.
-4.05%
-$44,267.69 
STRL Sterling Infrastructure, Inc.
-4.02%
-$36,635.95 
TTMI TTM Technologies, Inc.
-3.96%
-$14,556.3 
ONTO Onto Innovation Inc.
-3.89%
-$7,856.42 
TXG 10x Genomics Inc.
-3.76%
-$99,856.64 
MU Micron Technology, Inc.
-3.74%
-$95,143.17 
INDV Indivior Pharmaceuticals, Inc.
-3.69%
-$76,328.2 
ANET Arista Networks, Inc.
-3.68%
-$16,656.9 
MKSI MKS Instruments Inc.
-3.68%
-$33,396.64 
AMD Advanced Micro Devices, Inc.
-3.67%
-$128,091.32 
CDNA CareDx Inc.
-3.66%
-$44,064.39 
SONO Sonos Inc.
-3.65%
-$22,584.67 
DDD 3D Systems Corporation
-3.55%
-$36,161.26 
LRCX Lam Research Corporation
-3.47%
-$8,436.73 
AGX Argan Inc.
-3.43%
-$60,746.75 
IDN Intellicheck, Inc.
-3.35%
-$2,971.28 
VSAT Viasat Inc.
-3.32%
-$106,930.68 
ENTG Entegris, Inc.
-3.32%
-$8,210.82 
ACLS Axcelis Technologies, Inc.
-3.31%
-$67,154.45 
CCSI Consensus Cloud Solutions, Inc.
-3.29%
-$48,952.5 
MRVL Marvell Technology, Inc.
-3.2%
-$46,829.01 
FFIV F5 Inc.
-3.17%
-$40,069.82 
AVGO Broadcom Inc.
-3.15%
-$152,062.61 
MLAB Mesa Laboratories Inc.
-3.12%
-$10,308.2 
CXDO Crexendo, Inc.
-3.1%
-$8,175.82 
INFU InfuSystem Holdings Inc.
-3.05%
-$17,630.7 
MATV Mativ Holdings Inc.
-3.04%
-$34,215.96 
KLIC Kulicke & Soffa Industries, Inc.
-3.04%
-$64,263.85 
SMTC Semtech Corporation
-3.02%
-$67,638.31 
BVS Bioventus Inc. Class A
-2.9%
-$12,726.4 
SNX TD Synnex Corporation
-2.87%
-$41,623.14 
MRVI Maravai Lifesciences Holdings Inc.
-2.83%
-$29,213 
OOMA Ooma Inc.
-2.78%
-$14,867.88 
META Meta Platforms Inc Class A
-2.75%
-$63,773.79 
LQDA Liquidia Corporation
-2.72%
-$29,880.9 
ANIK Anika Therapeutics Inc.
-2.71%
-$10,684.24 
BRC Brady Corporation
-2.59%
-$37,931.98 
TCMD Tactile Systems Technology Inc.
-2.59%
-$49,641.18 
TDC Teradata Corporation
-2.59%
-$46,703.79 
MTB M&T Bank Corporation
-2.51%
-$27,167.16 
DHX DHI Group, Inc.
-2.5%
-$7,370.87 
MEDP Medpace Holdings Inc.
-2.46%
-$10,205.83 
THC Tenet Healthcare Corporation
-2.44%
-$35,469.06 
ASMB Assembly Biosciences Inc.
-2.34%
-$4,859.61 
CPAY Corpay, Inc.
-2.34%
-$6,999.37 
RFIL RF Industries Ltd.
-2.32%
-$2,543.2 
DGII Digi International Inc.
-2.31%
-$80,365.58 
AVAH Aveanna Healthcare Holdings Inc.
-2.21%
-$77,703.08 
VTVT vTv Therapeutics Inc.
-2.21%
-$5,008.1 
ADTN Adtran Holdings, Inc.
-2.14%
-$13,019.58 
ARLO Arlo Technologies Inc.
-2.13%
-$26,854.57 
NTCT Netscout Systems Inc.
-2.06%
-$47,731.2 
ASTH Astrana Health Inc.
-2.06%
-$28,983.73 
MSFT Microsoft Corp.
-2.06%
-$147,907.33 
RSSS Research Solutions Inc.
-2.05%
-$3,008.75 
ORN Orion Group Holdings Inc.
-2.05%
-$14,500.26 
YOU Clear Secure Inc.
-2.03%
-$23,510.01 
FIGS Figs Inc.
-2%
-$31,203.12 
TBLA Taboola.com Ltd.
-1.98%
-$16,242.03 
AGCO AGCO Corporation
-1.96%
-$22,083.36 
WT WisdomTree, Inc.
-1.94%
-$38,703 
ARW Arrow Electronics Inc.
-1.93%
-$23,787.25 
FSS Federal Signal Corp.
-1.91%
-$35,056.35 
GOOGL Alphabet Inc
-1.89%
-$161,859.07 
ABUS Arbutus Biopharma Corporation
-1.86%
-$6,394.96 
CMRE Costamare Inc.
-1.86%
-$16,476.9 
PBI Pitney Bowes Inc.
-1.85%
-$46,427.84 
NVST Envista Holdings Corporation
-1.83%
-$9,445.38 
PNTG The Pennant Group, Inc.
-1.82%
-$9,418.64 
MD Pediatrix Medical Group, Inc.
-1.82%
-$49,005.2 
VMD Viemed Healthcare Inc.
-1.79%
-$11,380.25 
RSI Rush Street Interactive Inc.
-1.77%
-$15,336.3 
VSXY Victoria's Secret & Co.
-1.76%
-$22,624.11 
TSLA Tesla, Inc.
-1.75%
-$24,864.24 
XYZ Block, Inc.
-1.72%
-$26,867.07 
PAYC Paycom Software, Inc.
-1.69%
-$62,726.3 
INNV InnovAge Holding Corp.
-1.67%
-$5,164.2 
PBF PBF Energy Inc.
-1.67%
-$34,640.5 
NVT nVent Electric plc
-1.63%
-$3,673.5 
TREE LendingTree Inc.
-1.61%
-$3,646.19 
CGNX Cognex Corporation
-1.59%
-$17,102.62 
PWR Quanta Services Inc.
-1.58%
-$4,283.31 
FBIO Fortress Biotech Inc.
-1.57%
-$2,060.76 
PRDO Perdoceo Education Corporation
-1.56%
-$35,026.11 
GMAB Genmab A/S Sponsored ADR
-1.56%
-$53,523.62 
SB Safe Bulkers Inc.
-1.56%
-$22,898.62 
TPC Tutor Perini Corporation
-1.55%
-$43,729.68 
HL Hecla Mining Company
-1.54%
-$26,814 
HCSG Healthcare Services Group Inc.
-1.49%
-$33,301.44 
NDSN Nordson Corporation
-1.46%
-$18,892.76 
NWPX NWPX Infrastructure, Inc.
-1.44%
-$16,047.21 
CRNC Cerence Inc.
-1.42%
-$4,236.44 
MYRG Myr Group Inc.
-1.41%
-$19,826.69 
PCTY Paylocity Holding Corporation
-1.4%
-$5,032.08 
LOGI Logitech International S.A.
-1.39%
-$56,163.71 
PLXS Plexus Corp.
-1.37%
-$21,307.43 
AMZN Amazon.com Inc
-1.36%
-$52,197.41 
PAGS PagSeguro Digital Ltd.
-1.35%
-$13,614 
ASYS Amtech Systems Inc.
-1.34%
-$2,764.62 
JLL Jones Lang LaSalle Inc.
-1.31%
-$14,300.44 
GCO Genesco Inc.
-1.31%
-$4,590.32 
FIX Comfort Systems USA, Inc.
-1.3%
-$21,491.1 
COLL Collegium Pharmaceutical Inc.
-1.29%
-$14,411.1 
FLXS Flexsteel Industries, Inc.
-1.29%
-$23,455.04 
MAMA Mama's Creations Inc.
-1.28%
-$4,032.91 
PRAX Praxis Precision Medicines Inc.
-1.23%
-$9,709.41 
LINC Lincoln Educational Services Corporation
-1.23%
-$2,606.51 
INTT Intest Corporation
-1.23%
-$3,104 
TRN Trinity Industries Inc.
-1.22%
-$18,568.38 
SAN Banco Santander S.A. Sponsored ADR
-1.19%
-$9,945.76 
CERS Cerus Corporation
-1.11%
-$3,181.68 
ECG Everus Construction Group, Inc.
-1.1%
-$14,839.95 
BABA Alibaba Group Holding Limited SP ADR
-1.1%
-$89,422.34 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.07%
-$24,263.16 
BKTI Bk Technologies Corp
-1.06%
-$4,755.58 
EME EMCOR Group, Inc.
-1.06%
-$13,434.38 
SLM SLM Corporation
-1.03%
-$3,348.57 
NU Nu Holdings Ltd.
-1.02%
-$27,914.85 
LGCY Legacy Education Inc.
-0.97%
-$2,009.1 
DK Delek US Holdings Inc.
-0.96%
-$22,069.76 
QCOM QUALCOMM Incorporated
-0.91%
-$2,078.45 
MLI Mueller Industries Inc.
-0.84%
-$5,619.18 
CMPR Cimpress plc
-0.83%
-$5,250.56 
CFG Citizens Financial Group, Inc.
-0.77%
-$8,458.87 
MT ArcelorMittal S.A.
-0.75%
-$16,417.9 
EGAN eGain Corporation
-0.72%
-$5,558.52 
BKU BankUnited, Inc.
-0.71%
-$13,384.5 
III Information Services Group Inc.
-0.7%
-$4,576.12 
VLY Valley National Bancorp
-0.67%
-$8,062.68 
CMP Compass Minerals International Inc.
-0.66%
-$4,870.65 
UMBF UMB Financial Corporation
-0.66%
-$12,458.07 
PLOW Douglas Dynamics Inc.
-0.66%
-$7,420.14 
WAFD WaFd, Inc.
-0.65%
-$6,748.23 
HRB H&R Block Inc.
-0.63%
-$1,863.55 
XPO XPO Inc.
-0.63%
-$8,156.26 
CVSA Adtalem Global Education Inc.
-0.6%
-$8,364.51 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.6%
-$6,634.93 
ALSN Allison Transmission Holdings Inc.
-0.59%
-$2,538.36 
INFY Infosys Limited
-0.58%
-$5,813.22 
ERO Ero Copper Corp.
-0.58%
-$20,826.4 
MTX Minerals Technologies Inc.
-0.56%
-$9,921.96 
CATY Cathay General Bancorp
-0.55%
-$7,892.61 
DIOD Diodes Inc.
-0.55%
-$11,090.72 
INCY Incyte Corporation
-0.54%
-$2,013.61 
CVGI Commercial Vehicle Group, Inc.
-0.53%
-$882.27 
DVA DaVita Inc.
-0.52%
-$1,191.96 
NMRK Newmark Group Inc.
-0.5%
-$3,282.54 
PGY Pagaya Technologies Ltd.
-0.5%
-$1,240.65 
NBIX Neurocrine Biosciences Inc.
-0.49%
-$5,655.82 
COGT Cogent Biosciences, Inc.
-0.47%
-$783.58 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-0.47%
-$5,938.38 
SHIM Shimmick Corporation
-0.4%
-$506.77 
ECVT Ecovyst Inc.
-0.39%
-$1,040.84 
NVDA NVIDIA Corporation
-0.39%
-$52,728.9 
UBSI United Bankshares, Inc.
-0.34%
-$4,152.96 
ESOA Energy Services of America Corporation
-0.32%
-$808.71 
BANC Banc of California Inc.
-0.32%
-$6,647.02 
LPG Dorian LPG Ltd.
-0.32%
-$8,804.98 
KMT Kennametal Inc.
-0.27%
-$4,919.97 
CWBC Community West Bancshares
-0.27%
-$744.24 
B BARRICK MINING CORP Common Stock (ABR0)
-0.25%
-$2,949.5 
GTY Getty Realty Corp.
-0.25%
-$1,731.52 
MFG Mizuho Financial Group Inc. ADR
-0.24%
-$15,762.02 
ABCB Ameris Bancorp
-0.21%
-$5,043.05 
DY Dycom Industries Inc.
-0.19%
-$1,535.98 
SND Smart Sand Inc.
-0.17%
-$417.43 
OPRT Oportun Financial Corp.
-0.16%
-$870.42 
TEL TE Connectivity plc
-0.16%
-$4,330.03 
MSBI Midland States Bancorp Inc.
-0.15%
-$2,339.05 
TIGO Millicom International Cellular S.A.
-0.14%
-$3,973.82 
TDW Tidewater Inc.
-0.14%
-$3,113.11 
ATLC Atlanticus Holdings Corp.
-0.13%
-$3,400.5 
FRAF Franklin Financial Services Corporation
-0.13%
-$1,611.12 
CGAU Centerra Gold Inc.
-0.11%
-$2,345.32 
CODA Coda Octopus Group Inc.
-0.1%
-$230.7 
MA Mastercard Incorporated
-0.1%
-$274.3 
WSFS WSFS Financial Corporation
-0.09%
-$2,235.31 
BWFG Bankwell Financial Group Inc.
-0.08%
-$838.03 
HLIO Helios Technologies, Inc.
-0.07%
-$545.5 
ACA Arcosa Inc.
-0.05%
-$1,647.65 
FIVE Five Below, Inc.
-0.03%
-$402.57 
USCB USCB Financial Holdings Inc.
-0.02%
-$77.33 
CAT Caterpillar Inc.
-0.02%
-$49.29 
ON ON Semiconductor Corporation
-0.01%
-$106.04 
FRST Primis Financial Corp.
0%
-$17.9 Events
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Dividends
Dividend Analysis
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| Trades 2168 | Longs Won 1131/2168 52% | Profit Factor 2.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $277,256.41 |
| Average Win $172,890.27 | Best Trade (Jun 29) $2.77M | Sharpe Ratio -25.56 |
| Average Loss -$84,957.21 | Worst Trade (Oct 16) -$2.14M | Z-Score -1.83 (95.08%) |
| Commissions $0 | Avg. Trade Length 6m 2d | Expectancy $49,556.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,329 | 5,696 | 5,063 | 4,430 | 3,797 | 3,165 | 2,532 | 1,899 | 1,266 | 633 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 3,688 | $546,414 | $287,092.36 | - | -$259,321.64 | -47.46% | -7.029% |
| AAPL Apple Inc. | 29,991 | $7.25M | $10.33M | - | $3.08M | 42.53% | +0.724% |
| ABBV AbbVie Inc. | 818 | $205,842 | $233,125.91 | - | $27,283.91 | 13.25% | +0.563% |
| ABCB Ameris Bancorp | 29,665 | $2.46M | $2.36M | - | -$103,964.17 | -4.22% | -0.213% |
| ABUS Arbutus Biopharma Corporation | 79,937 | $383,698 | $336,534.77 | - | -$47,163.23 | -12.29% | -1.865% |
| ACA Arcosa Inc. | 20,597 | $2.19M | $3.03M | - | $837,048.27 | 38.23% | -0.054% |
| ACLS Axcelis Technologies, Inc. | 17,649 | $3.34M | $1.96M | - | -$1.38M | -41.25% | -3.306% |
| ADNT Adient plc | 102,560 | $1.89M | $1.87M | - | -$16,409.81 | -0.87% | +0.22% |
| ADTN Adtran Holdings, Inc. | 92,997 | $1.16M | $594,250.83 | - | -$565,607.28 | -48.77% | -2.144% |
| AEIS Advanced Energy Industries Inc. | 2,859 | $598,588.74 | $690,705.81 | - | $92,117.07 | 15.39% | -4.161% |
| AGCO AGCO Corporation | 10,617 | $1.27M | $1.11M | - | -$165,412.96 | -13.02% | -1.959% |
| AGX Argan Inc. | 4,825 | $3.85M | $1.71M | - | -$2.14M | -55.6% | -3.429% |
| ALHC Alignment Healthcare, Inc. | 67,577 | $1.02M | $559,199.67 | - | -$456,479.91 | -44.94% | +1.534% |
| ALLY Ally Financial Inc. | 5,297 | $243,397 | $200,544.42 | - | -$42,852.58 | -17.61% | +0.345% |
| ALSN Allison Transmission Holdings Inc. | 3,846 | $433,598 | $430,328.94 | - | -$3,269.06 | -0.75% | -0.586% |
| AMBP Ardagh Metal Packaging S.A. | 169,333 | $685,798.9 | $803,485.08 | - | $117,686.18 | 17.16% | +1.606% |
| AMD Advanced Micro Devices, Inc. | 6,212 | $3.61M | $3.36M | - | -$244,131.68 | -6.77% | -3.668% |
| AMN Amn Healthcare Services Inc. | 76,171 | $2.21M | $3.09M | - | $879,647.35 | 39.88% | +1.263% |
| AMZN Amazon.com Inc | 15,086 | $3.38M | $3.79M | - | $412,459.75 | 12.21% | -1.358% |
| ANET Arista Networks, Inc. | 2,437 | $306,293.35 | $435,601.56 | - | $129,308.21 | 42.22% | -3.683% |
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Option values are updated at end of day.
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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 - $3.33M, 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 - $894,987.04, 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 $9.37M earned over time. The largest contributors to dividend income include Vistance Networks, Inc - $583,585, Banco Bilbao Vizcaya Argentaria, S.A - $441,939.47, ING Groep N.V. Sponsored ADR - $384,893.25, Taiwan Semiconductor Manufacturing Company Limited - $308,194.58, and Gold Fields Ltd. Sponsored ADR - $218,326.02. 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.
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