William Staveacre Portfolio
Invests via Aster Capital Management (DIFC) Ltd. | Managed by William Staveacre
Invests via Aster Capital Management (DIFC) Ltd.
Managed by William Staveacre
Automatically Tracked
Leading investments into growth-stage technology and healthcare companies, William Staveacre brings operating and board experience to capital allocation decisions. He evaluates revenue model durability, unit economics, and founder-market fit to prioritize deals that can scale to exit via trade sale or IPO. Active in LP fundraising and syndicate formation, he contributes to portfolio governance and go-to-market execution. Prior roles encompass operating management and investment leadership, providing cross-functional insight into product, sales and financial operations.
Leading investments into growth-stage technology and healthcare companies, William Staveacre brings operating and board experience to capital allocation decisions. He evaluates revenue model durability, unit economics, and founder-market fit to prioritize deals that can scale to exit via trade sale or IPO. Active in LP fundraising and syndicate formation, he contributes to portfolio governance and go-to-market execution. Prior roles encompass operating management and investment leadership, providing cross-functional insight into product, sales and financial operations.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare companies, prioritizing repeatable revenue models, strong unit economics and clear founder-market fit. Allocates capital with a staged, milestone-driven approach that balances runway extension and go-to-market scaling, targeting exits via trade sale or IPO over a 3–7 year horizon. Employs active board engagement and operating partnership to de-risk commercial execution, leaning toward B2B SaaS, digital health and platform-enabled services. Investment decisions emphasize differentiated product defensibility, measurable growth efficiency and founder alignment; downside risk is managed through conviction-weighted positions and syndicate co-investment.
Focuses on growth-stage technology and healthcare companies, prioritizing repeatable revenue models, strong unit economics and clear founder-market fit. Allocates capital with a staged, milestone-driven approach that balances runway extension and go-to-market scaling, targeting exits via trade sale or IPO over a 3–7 year horizon. Employs active board engagement and operating partnership to de-risk commercial execution, leaning toward B2B SaaS, digital health and platform-enabled services. Investment decisions emphasize differentiated product defensibility, measurable growth efficiency and founder alignment; downside risk is managed through conviction-weighted positions and syndicate co-investment.
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:
7.36%
Gain +0.38%
Monthly
0.29%
Yearly
3.54%
Drawdown
19.76%
$530.16M
Equity
Holdings
$530.16M
Investment
$567.2M
$24.09M
Profit +$1.66M
Realized
$55.71M
Unrealized
-$31.63M
Dividends
$12.93M
Goals
Avg. 28% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$1.66M
Win %
51%
This Week
Compared To Last Week
Gain
-2%
Profit
-$10.82M
Win %
51%
This Month
Compared to last month
Gain
-1.17%
Profit
-$6.28M
Win %
51%
This Year
Compared to last year
Gain
-8.79%
Profit
-$44.28M
Win %
56%
OPK Opko Health Inc.
+19.71%
+$932.31 
DFH Dream Finders Homes Inc.
+13.61%
+$153.52 
EVEX Eve Holding Inc.
+11.54%
+$70.45 
PAG Penske Automotive Group Inc.
+8.52%
+$7,932.41 
TDUP ThredUp Inc.
+8.41%
+$618.09 
ETSY Etsy Inc.
+7.96%
+$42,998.55 
SVV Savers Value Village Inc.
+7.75%
+$3,838.15 
CHGG Chegg Inc.
+7.72%
+$7,581.68 
COTY Coty Inc.
+7.65%
+$6,352.2 
CLVT Clarivate Plc
+7.45%
+$700.32 
IBTA Ibotta Inc.
+7.33%
+$2,252.46 
POOL Pool Corporation
+7.16%
+$3,588.44 
GWRE GUIDEWIRE SOFTWARE INC
+7.02%
+$2,929.74 
TTD The Trade Desk, Inc. Class A
+6.9%
+$1,728.72 
OPEN Opendoor Technologies Inc.
+6.78%
+$112,720.54 
LCII LCI Industries Inc.
+6.78%
+$105.9 
PLTK Playtika Holding Corp
+6.58%
+$2,945.57 
GSHD Goosehead Insurance Inc.
+6.53%
+$506.34 
WK Workiva Inc.
+6.5%
+$1,279.12 
AMBP Ardagh Metal Packaging S.A.
+6.35%
+$775.5 
EBAY eBay Inc.
+6.02%
+$38,481.45 
URG Ur-Energy Inc.
+5.98%
+$20,199.83 
AGEN Agenus Inc.
+5.92%
+$10,652.57 
INTU Intuit Inc.
+5.9%
+$2,876.24 
EXPE Expedia Group, Inc.
+5.89%
+$17,997.72 
APPF Appfolio Inc.
+5.87%
+$8,160.12 
PCOR Procore Technologies Inc.
+5.77%
+$2,099.5 
INTA Intapp, Inc.
+5.76%
+$555.93 
AJG Arthur J. Gallagher & Co.
+5.76%
+$189,529.05 
BOOT Boot Barn Holdings, Inc.
+5.69%
+$1,084.98 
APP AppLovin Corporation Class A Common Stock
+5.6%
+$215,942.8 
NKE Nike, Inc. - Class B
+5.58%
+$95,198.28 
TOST Toast Inc.
+5.53%
+$232.65 
COKE Coca-Cola Consolidated Inc.
+5.5%
+$704 
CNMD CONMED Corporation
+5.49%
+$2,292.45 
BLND Blend Labs Inc.
+5.46%
+$270.65 
PWP Perella Weinberg Partners
+5.45%
+$80.94 
G Genpact Ltd.
+5.42%
+$817.71 
HUBS HubSpot, Inc.
+5.36%
+$5,320.68 
M Macy's Inc.
+5.36%
+$448.33 
BDN Brandywine Realty Trust
+5.34%
+$656.91 
SRPT Sarepta Therapeutics Inc.
+5.32%
+$2,077.3 
VRSK Verisk Analytics Inc.
+5.26%
+$8,944.48 
BRZE Braze, Inc.
+5.17%
+$5,936.36 
VEEV Veeva Systems Inc.
+5.13%
+$12,009.61 
BLDR Builders FirstSource, Inc.
+5.11%
+$5,838.54 
PACS Pacs Group Inc.
+5.09%
+$767.15 
GLOB Globant S.A.
+5.08%
+$4,788.75 
LEN Lennar Corporation
+5.05%
+$54,778.15 
BBY Best Buy Co., Inc.
+5.03%
+$4,323.2 
ANGI Angi Inc. Class A Common Stock
+4.99%
+$835.39 
AN AutoNation Inc.
+4.99%
+$2,429.52 
NOW ServiceNow, Inc.
+4.96%
+$1,561.5 
CPB The Campbell's Company
+4.95%
+$64,905.43 
GPI Group 1 Automotive Inc.
+4.89%
+$24,719.31 
DRVN Driven Brands Holdings Inc.
+4.87%
+$500.65 
COLM Columbia Sportswear Company
+4.85%
+$5,517.85 
UP Wheels Up Experience Inc.
+4.84%
+$18,301.47 
ADSK Autodesk, Inc.
+4.78%
+$30,373.75 
FA First Advantage Corporation
+4.77%
+$2,186.48 
AZO AutoZone Inc.
+4.74%
+$43,883.96 
H Hyatt Hotels Corporation
+4.68%
+$2,752.5 
WWW Wolverine World Wide Inc.
+4.67%
+$137.28 
WTW Willis Towers Watson Public Limited Company
+4.66%
+$263.25 
WMG Warner Music Group Corp.
+4.63%
+$6,686.6 
BH Biglari Holdings Inc.
+4.62%
+$74.16 
RH RH
+4.54%
+$10,503.36 
PRGS Progress Software Corporation
+4.53%
+$2,040.5 
WEN The Wendy's Company
+4.5%
+$15,910.56 
KGC Kinross Gold Corporation
+4.5%
+$51,349 
CVNA Carvana Co.
+4.42%
+$700.25 
SLGN Silgan Holdings Inc.
+4.41%
+$20,421.5 
JLL Jones Lang LaSalle Inc.
+4.37%
+$9,778.2 
ZTS Zoetis Inc.
+4.36%
+$4,447.89 
HALO Halozyme Therapeutics Inc.
+4.35%
+$44,978.32 
AGYS Agilysys Inc.
+4.33%
+$1,190.4 
LCTX Lineage Cell Therapeutics Inc.
+4.33%
+$8,685.99 
BKNG Booking Holdings Inc.
+4.3%
+$103.73 
KMB Kimberly-Clark Corporation
+4.3%
+$23,798.92 
BIRK Birkenstock Holding plc
+4.22%
+$18,997.55 
KSS Kohl's Corporation
+4.18%
+$745.17 
AVPT AvePoint, Inc.
+4.18%
+$151.51 
KMX CarMax Inc.
+4.17%
+$36,863.84 
FDS FactSet Research Systems Inc.
+4.17%
+$45,434.26 
IAUX I-80 Gold Corp.
+4.17%
+$1,041.18 
EXLS ExlService Holdings Inc.
+4.13%
+$31,734.3 
VIRT Virtu Financial, Inc.
+4.13%
+$1,346.52 
VTRS Viatris Inc.
+4.13%
+$20,505.6 
ADMA Adma Biologics Inc.
+4.11%
+$113.05 
FOR Forestar Group Inc.
+4.08%
+$58.58 
CBRE CBRE Group Inc.
+4.08%
+$19,719.74 
WAY Waystar Holding Corp.
+4.04%
+$2,932.76 
LGIH LGI Homes Inc.
+4.03%
+$3,592.43 
SARO StandardAero, Inc.
+4.02%
+$8,358.63 
RITM Rithm Capital Corp.
+4.01%
+$8,613.52 
UNH UnitedHealth Group Incorporated
+3.99%
+$1,466.61 
CXM Sprinklr Inc.
+3.91%
+$32.78 
EYE National Vision Holdings Inc.
+3.9%
+$376.39 
FLL Full House Resorts Inc.
+3.88%
+$1,688.2 
AMN Amn Healthcare Services Inc.
+3.85%
+$1,164.35 
KNF Knife River Corporation
+3.81%
+$10,579.23 
RL Ralph Lauren Corporation
+3.8%
+$53,689.44 
WING Wingstop Inc.
+3.79%
+$958.93 
XERS Xeris Biopharma Holdings, Inc.
+3.79%
+$394.79 
CRM Salesforce Inc
+3.74%
+$124,396.8 
CHH Choice Hotels International Inc.
+3.72%
+$13,756.05 
PAHC Phibro Animal Health Corporation
+3.72%
+$272.13 
NVR NVR, Inc.
+3.71%
+$5,953.08 
TREX Trex Company, Inc.
+3.71%
+$5,469.62 
SHOO Steven Madden Ltd.
+3.7%
+$749.72 
GILD Gilead Sciences Inc.
+3.67%
+$12,999.69 
XYZ Block, Inc.
+3.65%
+$8,517.75 
DASH DoorDash, Inc.
+3.64%
+$3,748.1 
LKQ LKQ Corporation
+3.64%
+$193.19 
BRBR BellRing Brands Inc.
+3.64%
+$751.9 
TNET TriNet Group, Inc.
+3.61%
+$3,327.5 
NABL N-able Inc.
+3.6%
+$566.24 
HGV Hilton Grand Vacations Inc.
+3.6%
+$2,345 
EGO Eldorado Gold Corporation
+3.6%
+$15,187.52 
SMPL Simply Good Foods Co.
+3.59%
+$910.14 
MAS Masco Corporation
+3.59%
+$10,609.89 
LAZ Lazard Ltd.
+3.56%
+$1,343.68 
PAYC Paycom Software, Inc.
+3.54%
+$2,464.77 
TTWO Take-Two Interactive Software, Inc.
+3.54%
+$11,584.24 
STGW Stagwell Inc.
+3.53%
+$1,012.77 
ADBE Adobe Inc.
+3.5%
+$15,753.84 
XRAY Dentsply Sirona Inc.
+3.5%
+$3,463.01 
CAG Conagra Brands Inc.
+3.47%
+$40,989.6 
BALL Ball Corp.
+3.46%
+$11,647.57 
KBH KB Home
+3.46%
+$9,952.8 
BBAI BigBear.ai Holdings Inc.
+3.44%
+$640.35 
RPD Rapid7 Inc.
+3.43%
+$36.12 
OR OR ROYALTIES INC COMMON STOCK
+3.43%
+$16,964.32 
HUN Huntsman Corporation
+3.4%
+$7,384.72 
GAP Gap Inc.
+3.4%
+$2,446.29 
LOW Lowe's Companies Inc.
+3.39%
+$58,492.99 
GDYN Grid Dynamics Holdings, Inc.
+3.39%
+$30.68 
CSL Carlisle Companies Inc.
+3.39%
+$14,709.79 
DXCM DexCom, Inc.
+3.38%
+$381.43 
NXST Nexstar Media Group Inc.
+3.37%
+$6,212.87 
KVUE Kenvue Inc.
+3.36%
+$2,213.09 
BLKB Blackbaud Inc.
+3.36%
+$1,626.88 
COO The Cooper Companies, Inc.
+3.35%
+$4,984.56 
MMS Maximus Inc.
+3.34%
+$8,484.28 
HST Host Hotels & Resorts Inc.
+3.34%
+$45,298.71 
CI The Cigna Group
+3.33%
+$6,143.95 
PTLO Portillo's Inc.
+3.33%
+$972.78 
GFI Gold Fields Ltd. Sponsored ADR
+3.32%
+$38,503.4 
IIIV I3 Verticals Inc.
+3.31%
+$30.73 
MAR Marriott International Inc. - Class A
+3.31%
+$57,726.08 
XRT SPDR S&P Retail ETF
+3.3%
+$5,475.4 
SBGI Sinclair, Inc.
+3.29%
+$989.9 
ALGT Allegiant Travel Company
+3.29%
+$2,057 
CMPR Cimpress plc
+3.29%
+$140.07 
BOX Box Inc.
+3.28%
+$2,003.75 
FIGS Figs Inc.
+3.27%
+$41,517.21 
WABC Westamerica Bancorporation
+3.27%
+$384 
MANH Manhattan Associates Inc.
+3.27%
+$9,720.88 
HRMY Harmony Biosciences Holdings, Inc.
+3.25%
+$185.24 
ROL Rollins, Inc.
+3.25%
+$4,074.64 
NHC National HealthCare Corporation
+3.24%
+$304 
LZ LegalZoom.com, Inc.
+3.21%
+$91.53 
SPB Spectrum Brands Holdings Inc.
+3.21%
+$22.23 
PAYX Paychex Inc.
+3.19%
+$1,470.5 
SHW The Sherwin-Williams Company
+3.18%
+$5,433.36 
SFM Sprouts Farmers Market, Inc.
+3.17%
+$12,874 
VFC V.F. Corporation
+3.15%
+$6,438.12 
OXM Oxford Industries Inc.
+3.11%
+$107.73 
ADT ADT Inc.
+3.11%
+$1,922.69 
MKC McCormick & Company, Incorporated
+3.1%
+$32,663.61 
NXPI NXP Semiconductors N.V.
+3.1%
+$6,288.3 
LPX Louisiana-Pacific Corporation
+3.1%
+$1,231.88 
GOLF Acushnet Holdings Corp.
+3.09%
+$281.97 
UHAL-B U-Haul Holding Company
+3.08%
+$1,119.02 
RGTI Rigetti Computing Inc
+3.06%
+$1,070.59 
BR Broadridge Financial Solutions, Inc.
+3.04%
+$14,755.84 
IART Integra LifeSciences Holdings Corporation
+3.04%
+$718.8 
UAA Under Armour Inc.
+3.03%
+$3,084.87 
EXEL Exelixis Inc.
+3.02%
+$450.8 
CON Concentra Group Holdings Inc.
+3%
+$145.12 
TTAN ServiceTitan, Inc.
+2.96%
+$496.63 
GDX VanEck Gold Miners ETF
+2.94%
+$182,075.08 
GTM ZoomInfo Technologies Inc.
+2.94%
+$2,125.78 
INOD Innodata Inc.
+2.94%
+$566.28 
PHM PulteGroup Inc.
+2.93%
+$22,412.8 
GRMN Garmin Ltd.
+2.92%
+$63,166.56 
CHDN Churchill Downs Incorporated
+2.91%
+$18,553.81 
PDM Piedmont Office Realty Trust Inc.
+2.9%
+$1,054.93 
AS Amer Sports, Inc.
+2.9%
+$823.31 
APLE Apple Hospitality REIT, Inc.
+2.9%
+$903.45 
RLI RLI Corp.
+2.89%
+$328 
PODD Insulet Corporation
+2.89%
+$1,031.95 
ORLY O'Reilly Automotive Inc.
+2.88%
+$2,797.5 
VMC Vulcan Materials Company
+2.86%
+$16,091.2 
NFLX Netflix, Inc.
+2.83%
+$656 
CMCSA Comcast Corp
+2.83%
+$9,063.06 
GDDY Godaddy Inc.
+2.83%
+$2,738.96 
JBLU JetBlue Airways Corporation
+2.82%
+$2,052.07 
RGLD Royal Gold Inc.
+2.81%
+$30,957.63 
SYK Stryker Corporation
+2.81%
+$49,533 
WY Weyerhaeuser Company
+2.8%
+$3,013.58 
DFIN Donnelley Financial Solutions Inc.
+2.8%
+$97.98 
UPWK Upwork Inc.
+2.79%
+$125.02 
STE STERIS plc
+2.79%
+$4,075.02 
HLMN Hillman Solutions Corp.
+2.77%
+$185.37 
TROX Tronox Holdings plc
+2.75%
+$5.32 
DHR Danaher Corporation
+2.75%
+$4,516.44 
STC Stewart Information Services Corporation
+2.73%
+$26.41 
CURV Torrid Holdings Inc.
+2.73%
+$2,184.13 
MHO M/I Homes Inc.
+2.73%
+$5,263.94 
CCCC C4 Therapeutics Inc.
+2.69%
+$5,449.15 
MRP Millrose Properties Inc.
+2.69%
+$359.1 
BLK BlackRock, Inc.
+2.68%
+$20,649.68 
MTN Vail Resorts, Inc.
+2.66%
+$31.84 
TMO Thermo Fisher Scientific Inc.
+2.66%
+$32,435.35 
UFPT UFP Technologies Inc.
+2.66%
+$340.56 
GMED Globus Medical Inc.
+2.65%
+$4,246.04 
PINS Pinterest, Inc. Class A
+2.64%
+$3,912.87 
MMSI Merit Medical Systems, Inc.
+2.63%
+$252.45 
IDXX IDEXX Laboratories, Inc.
+2.63%
+$54,605.78 
TEAM Atlassian Corporation Class A
+2.62%
+$5,890.64 
HOG Harley-Davidson Inc.
+2.62%
+$15,894.23 
PK Park Hotels & Resorts Inc.
+2.61%
+$16,900.08 
JAZZ Jazz Pharmaceuticals plc
+2.6%
+$2,386.02 
GIII G-III Apparel Group, Ltd.
+2.6%
+$163.02 
REM iShares Mortgage Real Estate ETF
+2.6%
+$66,301.44 
SMRT Smartrent Inc.
+2.59%
+$6,758.94 
TTEK Tetra Tech, Inc.
+2.58%
+$3,645.6 
IQV IQVIA Holdings Inc.
+2.58%
+$568.26 
T AT&T Inc.
+2.58%
+$50,463.82 
CRAI CRA International Inc.
+2.58%
+$63.42 
LYV Live Nation Entertainment, Inc.
+2.58%
+$27,570.3 
AOS A. O. Smith Corporation
+2.56%
+$642.32 
CASY Casey's General Stores Inc.
+2.56%
+$8,037.51 
CPAY Corpay, Inc.
+2.56%
+$8,220.91 
XLV Health Care Select Sector SPDR Fund
+2.55%
+$35,178.34 
KBR KBR Inc.
+2.54%
+$20,474.92 
XHB SPDR S&P Homebuilders ETF
+2.51%
+$121,248.54 
AORT Artivion Inc.
+2.51%
+$69.66 
DOX Amdocs Limited
+2.5%
+$4,278.68 
QNST QuinStreet Inc.
+2.5%
+$169.82 
FAF First American Financial Corporation
+2.49%
+$838.93 
SBUX Starbucks Corporation
+2.49%
+$87,825.92 
URBN Urban Outfitters Inc.
+2.47%
+$771.73 
ARR Armour Residential REIT Inc.
+2.47%
+$32.34 
DKS Dick's Sporting Goods, Inc.
+2.46%
+$808.8 
ORC Orchid Island Capital Inc.
+2.46%
+$31.12 
BMRN Biomarin Pharmaceutical Inc.
+2.45%
+$2,795.85 
PSA Public Storage Common Stock
+2.44%
+$2,096.82 
DPZ Domino's Pizza Inc.
+2.41%
+$27,894.37 
WMS Advanced Drainage Systems, Inc.
+2.4%
+$484.61 
WU Western Union Co.
+2.4%
+$3,701.99 
CRBP Corbus Pharmaceuticals Holdings, Inc.
+2.39%
+$1,741.7 
CHTR Charter Communications Inc
+2.39%
+$685.23 
JJSF J&J Snack Foods Corp.
+2.38%
+$1,452.99 
CACC Credit Acceptance Corporation
+2.38%
+$12,232.45 
BFAM Bright Horizons Family Solutions Inc.
+2.37%
+$142.56 
ESTC Elastic N.V.
+2.35%
+$5,079.09 
WM Waste Management, Inc.
+2.34%
+$56,547.91 
KHC The Kraft Heinz Company
+2.33%
+$11,322.92 
ADNT Adient plc
+2.33%
+$91.02 
CHPT ChargePoint Holdings, Inc.
+2.33%
+$73,165.89 
CPNG Coupang Inc.
+2.33%
+$817.74 
PRMB Primo Brands Corp. Common Stock
+2.32%
+$15,870.1 
PRCH Porch Group Inc.
+2.31%
+$54.72 
PATH Uipath Inc.
+2.3%
+$2,590.2 
APTV Aptiv PLC
+2.29%
+$14,371.5 
ASTS AST SpaceMobile, Inc.
+2.29%
+$11,460.34 
NEM Newmont Corporation
+2.29%
+$33,076.05 
AVBP Arrivent Biopharma Inc.
+2.28%
+$3,230.1 
LYFT Lyft Inc.
+2.27%
+$7,027.12 
PAGS PagSeguro Digital Ltd.
+2.26%
+$72.77 
VNO Vornado Realty Trust
+2.26%
+$3,466.77 
NG NovaGold Resources Inc.
+2.25%
+$2,488.5 
TFX Teleflex Incorporated
+2.25%
+$1,019.36 
RPM RPM International Inc.
+2.25%
+$9,160.8 
QBTS D-Wave Quantum Inc.
+2.24%
+$229.5 
GLPI Gaming and Leisure Properties, Inc.
+2.23%
+$555.9 
LII Lennox International Inc.
+2.22%
+$2,368.44 
HL Hecla Mining Company
+2.21%
+$767.25 
INFU InfuSystem Holdings Inc.
+2.21%
+$7,491.3 
MNST Monster Beverage Corporation
+2.19%
+$5,356.34 
KMPR Kemper Corporation
+2.18%
+$1,016.4 
CENT Central Garden & Pet Company
+2.18%
+$1,005.3 
FLO Flowers Foods, Inc.
+2.18%
+$2,293.07 
GPN Global Payments Inc.
+2.18%
+$5,725.28 
PENN PENN Entertainment, Inc.
+2.17%
+$3,771.6 
DBX Dropbox Inc.
+2.16%
+$2,765.07 
ALGN Align Technology, Inc.
+2.16%
+$1,519.44 
V Visa Inc. Class A
+2.15%
+$14,305.67 
YEXT Yext Inc.
+2.15%
+$45.6 
SIRI Sirius XM Holdings Inc.
+2.15%
+$889.04 
MEDP Medpace Holdings Inc.
+2.15%
+$8,586 
MSCI MSCI Inc.
+2.15%
+$7,762.56 
AHCO AdaptHealth Corp.
+2.14%
+$71.02 
WSM Williams-Sonoma, Inc.
+2.13%
+$98.14 
SMMT Summit Therapeutics Inc.
+2.12%
+$456 
TDC Teradata Corporation
+2.11%
+$3,042.27 
AVY Avery Dennison Corporation
+2.11%
+$18,023.98 
BBSI Barrett Business Services Inc.
+2.1%
+$27.51 
DRI Darden Restaurants, Inc.
+2.1%
+$14,786.22 
PBH Prestige Consumer Healthcare Inc.
+2.1%
+$137.03 
WST West Pharmaceutical Services, Inc.
+2.1%
+$432.02 
FWRD Forward Air Corporation
+2.09%
+$359.12 
KNX Knight-Swift Transportation Holdings Inc.
+2.09%
+$11,015.4 
BX Blackstone Inc.
+2.08%
+$23,901.15 
CENX Century Aluminum Company
+2.07%
+$814.16 
FCPT Four Corners Property Trust Inc.
+2.06%
+$41.8 
PRCT Procept BioRobotics Corporation
+2.06%
+$104.76 
MCD McDonald's Corporation
+2.05%
+$22,316.31 
NCLH Norwegian Cruise Line Holdings Ltd.
+2.05%
+$15,870.37 
BCC Boise Cascade Company
+2.04%
+$2,052.09 
FOXA Fox Corporation
+2.04%
+$9,431.02 
SPRY Ars Pharmaceuticals Inc
+2.04%
+$21.44 
BAH Booz Allen Hamilton Holding Corporation
+2.02%
+$6,545.3 
FERG Ferguson Enterprises Inc
+2.02%
+$1,119.26 
FBIN Fortune Brands Innovations Inc.
+2.01%
+$1,242.54 
SSD Simpson Manufacturing Co., Inc.
+2%
+$18,638.61 
DOW Dow Inc.
+2%
+$47,435.89 
FTDR Frontdoor, Inc.
+2%
+$735.93 
LVS Las Vegas Sands Corp.
+2%
+$2,055.72 
HUBG Hub Group Inc.
+1.98%
+$1,508.52 
ZM Zoom Video Communications, Inc.
+1.97%
+$13,293.72 
SOFI SoFi Technologies, Inc.
+1.97%
+$1,011.36 
HIW Highwoods Properties, Inc.
+1.96%
+$5,593.28 
IE Ivanhoe Electric Inc.
+1.95%
+$118.56 
ZETA Zeta Global Holdings Corp.
+1.95%
+$133.56 
HGTY Hagerty, Inc.
+1.95%
+$21.46 
AGO Assured Guaranty Ltd.
+1.94%
+$2,637.12 
NMRK Newmark Group Inc.
+1.94%
+$985.95 
FIZZ National Beverage Corp.
+1.94%
+$493.35 
SOC Sable Offshore Corp.
+1.94%
+$26.78 
SRI Stoneridge Inc.
+1.93%
+$3,740.49 
ROST Ross Stores, Inc.
+1.93%
+$52,032.24 
ECVT Ecovyst Inc.
+1.92%
+$59.85 
KNSA Kiniksa Pharmaceuticals International, plc
+1.91%
+$32,203.99 
WTRG Essential Utilities Inc.
+1.91%
+$957.6 
MA Mastercard Incorporated
+1.9%
+$37,393.98 
UBER Uber Technologies, Inc.
+1.89%
+$11,407.48 
QCOM QUALCOMM Incorporated
+1.89%
+$111,120.36 
BDX Becton, Dickinson and Company
+1.89%
+$5,446.95 
MUR Murphy Oil Corporation
+1.88%
+$6,633.36 
LXRX Lexicon Pharmaceuticals, Inc.
+1.87%
+$3,913.56 
STHO Star Holdings Inc.
+1.87%
+$2,336.25 
MSGE Madison Square Garden Entertainment Corp.
+1.85%
+$308.06 
UI Ubiquiti Inc.
+1.83%
+$1,144.33 
TROW T. Rowe Price Group, Inc.
+1.83%
+$13,271.4 
NVCR NovoCure Ltd.
+1.82%
+$249.62 
HPK HighPeak Energy Inc.
+1.82%
+$39.24 
ULS Ul Solutions Inc.
+1.8%
+$375.39 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.8%
+$6,879.9 
UTHR United Therapeutics Corporation
+1.78%
+$5,450.56 
DOCU DocuSign Inc.
+1.75%
+$348.48 
PGR Progressive Corporation
+1.75%
+$77,616.01 
PBI Pitney Bowes Inc.
+1.73%
+$711.95 
CRVL CorVel Corporation
+1.73%
+$2,457.72 
ROIV Roivant Sciences Ltd
+1.73%
+$1,452.9 
MOH Molina Healthcare Inc.
+1.72%
+$1,715.98 
MTCH Match Group, Inc.
+1.72%
+$12,335.54 
CTAS Cintas Corporation
+1.72%
+$13,836.7 
AMTB Amerant Bancorp Inc.
+1.71%
+$171.01 
GT The Goodyear Tire & Rubber Company
+1.71%
+$205.2 
QGEN QIAGEN N.V.
+1.71%
+$1,173.12 
FBNC First Bancorp, Inc.
+1.71%
+$75.94 
CALX Calix Inc.
+1.71%
+$100.86 
MLKN MillerKnoll, Inc.
+1.71%
+$171.36 
CG The Carlyle Group Inc.
+1.71%
+$9,366.55 
FUL H.B. Fuller Co.
+1.71%
+$2,595.48 
AXSM Axsome Therapeutics, Inc.
+1.7%
+$102.12 
AIG American International Group Inc.
+1.69%
+$10,635.75 
PTON Peloton Interactive, Inc.
+1.68%
+$112.88 
WERN Werner Enterprises Inc.
+1.66%
+$168.48 
OMC Omnicom Group Inc.
+1.65%
+$8,637.84 
NEO NeoGenomics Inc.
+1.63%
+$644.6 
AXTA Axalta Coating Systems Ltd.
+1.63%
+$2,811.78 
GDRX GoodRx Holdings, Inc. Class A Common Stock
+1.63%
+$23.43 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+1.62%
+$23,654.12 
WSO Watsco Inc.
+1.62%
+$3,573.34 
STRA Strategic Education Inc.
+1.62%
+$280.28 
REZI Resideo Technologies Inc.
+1.6%
+$380.9 
HLI Houlihan Lokey Inc.
+1.59%
+$21,712.89 
VCTR Victory Capital Holdings, Inc. Class A
+1.59%
+$1,287.78 
MTD Mettler-Toledo International Inc.
+1.59%
+$16,556.4 
KTOS Kratos Defense & Security Solutions, Inc.
+1.58%
+$11,171.16 
BOH Bank of Hawaii Corporation
+1.57%
+$55.89 
MORN Morningstar, Inc.
+1.57%
+$3,593.6 
ECL Ecolab Inc.
+1.56%
+$8,248.5 
NYT New York Times Co.
+1.56%
+$12,741.75 
MRK Merck & Co., Inc.
+1.56%
+$120,616.6 
ROAD Construction Partners, Inc. Class A Common Stock
+1.56%
+$5,470.92 
SBAC SBA Communications Corporation
+1.55%
+$7,109.27 
ULTA Ulta Beauty Inc.
+1.55%
+$3,873.21 
CAR Avis Budget Group, Inc.
+1.55%
+$600.6 
BXP Boston Properties, Inc.
+1.54%
+$10,004.49 
AYI Acuity Brands Inc.
+1.54%
+$86.73 
AVAH Aveanna Healthcare Holdings Inc.
+1.54%
+$137.75 
BFH Bread Financial Holdings Inc.
+1.53%
+$631.18 
SRCE 1st Source Corporation
+1.52%
+$5,795.35 
KFY Korn Ferry
+1.52%
+$4,690.44 
VZ Verizon Communications Inc.
+1.52%
+$480.6 
MIDD The Middleby Corporation
+1.52%
+$349.37 
NATL NCR Atleos Corporation
+1.51%
+$262.2 
PFE Pfizer Inc.
+1.51%
+$8,849.72 
TXRH Texas Roadhouse Inc.
+1.5%
+$5,960 
EVCM Evercommerce Inc.
+1.49%
+$55.16 
CBSH Commerce Bancshares, Inc.
+1.48%
+$8,504.02 
MCRI Monarch Casino & Resort Inc.
+1.48%
+$9,708.96 
GBCI Glacier Bancorp Inc.
+1.48%
+$47.25 
FFIN First Financial Bankshares Inc.
+1.47%
+$98.28 
SSRM Ssr Mining Inc.
+1.45%
+$709.33 
ABCB Ameris Bancorp
+1.45%
+$170.63 
LMT Lockheed Martin Corporation
+1.44%
+$30,074.9 
NNN NNN REIT, Inc.
+1.43%
+$10,485.54 
ONL Orion Office REIT Inc.
+1.43%
+$1,862.76 
SKT Tanger Factory Outlet Centers, Inc.
+1.43%
+$46.06 
ODFL Old Dominion Freight Line, Inc.
+1.43%
+$62,396.75 
QCRH QCR Holdings Inc.
+1.42%
+$4.14 
GNW Genworth Financial Inc.
+1.42%
+$131.12 
FMBH First Mid Bancshares Inc.
+1.42%
+$3,826.88 
USB U.S. Bancorp
+1.4%
+$10,904.37 
TAP Molson Coors Beverage Company
+1.4%
+$3,700.08 
WPC W. P. Carey Inc.
+1.39%
+$3,392.2 
GYRE Gyre Therapeutics Inc.
+1.39%
+$130.23 
ELVN Enliven Therapeutics, Inc.
+1.39%
+$15,578.28 
AUR Aurora Innovation, Inc.
+1.39%
+$6,838.16 
CDW CDW Corporation
+1.39%
+$424.32 
WAT Waters Corporation
+1.38%
+$6,239.32 
AIZ Assurant Inc.
+1.38%
+$541.02 
AMSC American Superconductor Corporation
+1.38%
+$6,637.7 
FRME First Merchants Corporation
+1.37%
+$4,219.86 
ENPH Enphase Energy, Inc.
+1.36%
+$4 
NBHC National Bank Holdings Corporation
+1.36%
+$53.53 
TME Tencent Music Entertainment Group
+1.36%
+$2,346.69 
LKFN Lakeland Financial Corporation
+1.35%
+$179.41 
HHH Howard Hughes Holdings Inc.
+1.35%
+$1,660.6 
PRDO Perdoceo Education Corporation
+1.34%
+$106.46 
FBK FB Financial Corp
+1.33%
+$271.35 
NWSA News Corporation
+1.32%
+$2,813.07 
JNJ Johnson & Johnson
+1.31%
+$67,017.1 
OMCL Omnicell Inc.
+1.31%
+$272.49 
SAIA Saia, Inc.
+1.31%
+$635.1 
PRU Prudential Financial, Inc.
+1.31%
+$7,107.21 
DGX Quest Diagnostics Inc.
+1.3%
+$69.69 
OTIS Otis Worldwide Corporation
+1.29%
+$4,550.57 
AI C3.ai Inc.
+1.28%
+$37.8 
EOSE Eos Energy Enterprises Inc.
+1.28%
+$2,192.43 
BYD Boyd Gaming Corporation
+1.28%
+$13,952.53 
OFG OFG Bancorp
+1.28%
+$74.75 
SOLV Solventum Corporation
+1.27%
+$3,374.4 
SFNC Simmons First National Corporation
+1.27%
+$83.72 
FFBC First Financial Bancorp.
+1.27%
+$212.16 
KRE SPDR S&P Regional Banking ETF
+1.26%
+$71,833.93 
RNST Renasant Corporation
+1.26%
+$608.09 
CME CME Group Inc.
+1.26%
+$1,996.04 
BLBD Blue Bird Corporation
+1.25%
+$67.45 
DRS Leonardo DRS, Inc.
+1.23%
+$3,466.23 
LOPE Grand Canyon Education Inc.
+1.22%
+$6,500.71 
FLG Flagstar Bank, National Association
+1.22%
+$68.98 
REG Regency Centers Corporation
+1.21%
+$978.75 
SON Sonoco Products Co.
+1.21%
+$6,080.31 
RF Regions Financial Corporation
+1.21%
+$10,092.55 
PPC Pilgrim's Pride Corporation
+1.21%
+$2,464 
HOFT Hooker Furnishings Corporation
+1.19%
+$1,708.65 
BIPC Brookfield Infrastructure Partners L.P.
+1.19%
+$625.53 
ENVA Enova International Inc.
+1.18%
+$4,036.04 
YOU Clear Secure Inc.
+1.17%
+$92.56 
DE Deere & Company
+1.17%
+$16,022.49 
ULBI Ultralife Corporation
+1.16%
+$884.8 
PLMR Palomar Holdings Inc.
+1.16%
+$688.88 
AHR American Healthcare REIT, Inc.
+1.15%
+$317.4 
CHCO City Holding Company
+1.13%
+$116.67 
NAVI Navient Corporation
+1.13%
+$12.07 
RYN Rayonier Inc.
+1.13%
+$4,109.07 
HFWA Heritage Financial Corporation
+1.12%
+$108.9 
HOMB Home BancShares Inc.
+1.11%
+$398.48 
AMH American Homes 4 Rent
+1.11%
+$2,870.28 
SDGR Schrödinger, Inc.
+1.1%
+$171.05 
PECO Phillips Edison & Company, Inc.
+1.09%
+$3,882.7 
MO Altria Group, Inc.
+1.08%
+$14,754.04 
VRSN Verisign Inc.
+1.08%
+$3,025.75 
BF-B Brown-Forman Corporation
+1.08%
+$793 
CLX The Clorox Company
+1.07%
+$1,782.69 
STEP StepStone Group Inc.
+1.05%
+$9.13 
FBP First BanCorp Puerto Rico
+1.05%
+$42.28 
OHI Omega Healthcare Investors Inc.
+1.04%
+$12,325.28 
CNOB ConnectOne Bancorp Inc.
+1.04%
+$5.89 
WFC Wells Fargo & Company
+1.04%
+$13,540.8 
JBSS John B. Sanfilippo & Son, Inc.
+1.03%
+$139.38 
INSM Insmed Inc.
+1.03%
+$6,140.8 
CMG Chipotle Mexican Grill, Inc.
+1.03%
+$475.65 
BANC Banc of California Inc.
+1.03%
+$298.55 
FCF First Commonwealth Financial Corporation
+1.03%
+$184.91 
ORA Ormat Technologies Inc.
+1.02%
+$5,419.8 
COLB Columbia Banking System, Inc.
+1.02%
+$287.85 
CUBI Customers Bancorp Inc.
+1.01%
+$125.8 
TOWN TowneBank
+1.01%
+$92.4 
AXP American Express Company
+1%
+$367.12 
INVA Innoviva Inc.
+1%
+$52.06 
MTB M&T Bank Corporation
+1%
+$35,051.03 
TPG TPG Inc.
+0.99%
+$201.18 
LSTR Landstar System Inc.
+0.99%
+$7,747.75 
UHS Universal Health Services, Inc.
+0.99%
+$5,830.96 
PKG Packaging Corporation of America
+0.98%
+$2,230.62 
FNF Fidelity National Financial, Inc.
+0.98%
+$1,505.35 
TKO Tko Group Holdings Inc.
+0.98%
+$3,535.48 
OUT OUTFRONT Media Inc.
+0.98%
+$345.97 
THG Hanover Insurance Group, Inc.
+0.98%
+$6,751.55 
AWR American States Water Co.
+0.97%
+$60.8 
IYR iShares U.S. Real Estate ETF
+0.97%
+$58,052.46 
HBAN Huntington Bancshares Incorporated
+0.96%
+$20,641.62 
UTI Universal Technical Institute Inc.
+0.96%
+$83.27 
PNFP Pinnacle Financial Partners Inc.
+0.96%
+$2,705.6 
ROKU Roku, Inc.
+0.95%
+$1,974.1 
DDS Dillard's Inc.
+0.95%
+$87.36 
SKWD Skyward Specialty Insurance Group, Inc.
+0.95%
+$40.07 
AKR Acadia Realty Trust
+0.94%
+$2,572.44 
AUPH Aurinia Pharmaceuticals Inc.
+0.93%
+$3,587.94 
MP MP Materials Corp.
+0.93%
+$282.31 
CHRW C.H. Robinson Worldwide, Inc.
+0.93%
+$3,722.94 
VVX V2X Inc.
+0.93%
+$264.6 
CMP Compass Minerals International Inc.
+0.92%
+$201.51 
RSI Rush Street Interactive Inc.
+0.92%
+$5,834.23 
KYMR Kymera Therapeutics Inc.
+0.91%
+$5,525.14 
PG Procter & Gamble Co
+0.91%
+$50,799.32 
IGV iShares Expanded Tech-Software Sector ETF
+0.9%
+$25,387.81 
HG Hamilton Insurance Group, Ltd.
+0.9%
+$24.57 
PEP PepsiCo, Inc.
+0.9%
+$30,338.64 
LIVN LivaNova PLC
+0.89%
+$2,802.95 
ARCB ArcBest Corporation
+0.89%
+$936 
SXT Sensient Technologies Corporation
+0.88%
+$156.78 
IVT InvenTrust Properties Corp.
+0.88%
+$960.18 
DKNG DraftKings Inc.
+0.87%
+$5,325.37 
TNC Tennant Company
+0.87%
+$184.11 
KO The Coca-Cola Company
+0.87%
+$426.92 
CNC Centene Corporation
+0.86%
+$2,586.98 
TDOC Teladoc Health Inc.
+0.86%
+$119.9 
CHE Chemed Corporation
+0.85%
+$3,485.67 
HTH Hilltop Holdings Inc.
+0.85%
+$25.42 
ACEL Accel Entertainment Inc.
+0.85%
+$10.73 
INGR Ingredion Inc.
+0.85%
+$567.72 
TCBX Third Coast Bancshares, Inc.
+0.85%
+$1,803.9 
INMD InMode Ltd.
+0.85%
+$3,588.9 
HSTM HealthStream Inc.
+0.85%
+$35.62 
HURN Huron Consulting Group Inc.
+0.84%
+$204.33 
NNI Nelnet, Inc.
+0.84%
+$162.47 
LION Lionsgate Studios Corp.
+0.83%
+$515.79 
A Agilent Technologies Inc.
+0.82%
+$4,601.74 
BWXT Bwx Technologies Inc.
+0.8%
+$397.44 
CNK Cinemark Holdings Inc.
+0.8%
+$314.15 
BEN Franklin Resources Inc.
+0.79%
+$398.4 
CB Chubb Limited
+0.77%
+$29,433.1 
CDE Coeur Mining, Inc.
+0.77%
+$256.8 
POST Post Holdings Inc.
+0.76%
+$669.65 
MGNX Macrogenics Inc.
+0.76%
+$2,201.47 
CFFN Capitol Federal Financial, Inc.
+0.75%
+$90.56 
MUSA Murphy USA Inc.
+0.71%
+$1,348.47 
REYN Reynolds Consumer Products Inc.
+0.7%
+$962.73 
CF CF Industries Holdings, Inc.
+0.69%
+$1,577.68 
PFBC Preferred Bank
+0.68%
+$109.71 
PB Prosperity Bancshares Inc.
+0.67%
+$540 
NBTB NBT Bancorp Inc.
+0.67%
+$474.69 
IWM iShares Russell 2000 ETF
+0.67%
+$5,487.92 
COST Costco Wholesale Corporation
+0.66%
+$8,599.5 
OSK Oshkosh Corporation
+0.66%
+$390.6 
TFII TFI International Inc.
+0.66%
+$624.56 
MGM MGM Resorts International
+0.66%
+$1,301.88 
MGNI Magnite, Inc.
+0.65%
+$591.01 
ITW Illinois Tool Works Inc.
+0.64%
+$1,031.08 
UDR UDR Inc.
+0.63%
+$1,498.98 
AGM Federal Agricultural Mortgage Corporation
+0.63%
+$25.6 
STBA S&T Bancorp, Inc.
+0.62%
+$74.7 
TDY Teledyne Technologies Incorporated
+0.62%
+$1,166.59 
FNB F.N.B. Corporation
+0.62%
+$4,545.03 
CPT Camden Property Trust
+0.62%
+$1,213.2 
ALK Alaska Air Group Inc.
+0.62%
+$2,246.42 
GM General Motors Company
+0.61%
+$9,180.46 
JEF Jefferies Financial Group Inc.
+0.6%
+$852.24 
GRND Grindr Inc.
+0.6%
+$117.45 
DOC Healthpeak Properties, Inc.
+0.59%
+$1,679.92 
VNT Vontier Corporation
+0.59%
+$371.26 
BIO Bio-Rad Laboratories Inc.
+0.58%
+$626.67 
IRT Independence Realty Trust Inc.
+0.55%
+$53.76 
NEE NextEra Energy, Inc.
+0.54%
+$2,552.55 
ALSN Allison Transmission Holdings Inc.
+0.53%
+$3,417.28 
WSC WillScot Holdings Corporation
+0.53%
+$138.55 
ELV Elevance Health, Inc.
+0.52%
+$6,032.16 
CMS CMS Energy Corporation
+0.5%
+$509.54 
DAN Dana Inc.
+0.5%
+$93.94 
SLVM Sylvamo Corporation
+0.5%
+$12 
CSX CSX Corporation
+0.49%
+$10,097.25 
OGS One Gas Inc.
+0.49%
+$5,148.72 
DT Dynatrace, Inc.
+0.47%
+$940.2 
LIN Linde plc
+0.47%
+$24,074.54 
EFSC Enterprise Financial Services Corp.
+0.47%
+$67.53 
AMSF Amerisafe Inc.
+0.45%
+$1.32 
BJ BJ's Wholesale Club Holdings, Inc.
+0.44%
+$402.22 
LQDT Liquidity Services Inc.
+0.44%
+$78.44 
RXO Rxo Inc.
+0.44%
+$478.37 
CSW CSW Industrials Inc.
+0.42%
+$172.02 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.42%
+$153.14 
KR Kroger Co.
+0.41%
+$6,707.48 
OVV Ovintiv Inc.
+0.4%
+$1,078.11 
GD General Dynamics Corporation
+0.4%
+$9,786.15 
UNP Union Pacific Corporation
+0.4%
+$23,292.3 
BHF Brighthouse Financial Inc.
+0.39%
+$1,036.15 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$13,600.76 
VRNS Varonis Systems, Inc.
+0.37%
+$41.47 
MDY SPDR S&P MidCap 400 ETF Trust
+0.37%
+$10,808.64 
UNM Unum Group
+0.35%
+$3,049.47 
VTS Vitesse Energy Inc.
+0.34%
+$6 
RNR Renaissancere Holdings Ltd.
+0.34%
+$281.75 
WTS Watts Water Technologies Inc.
+0.32%
+$101.46 
HCI HCI Group, Inc.
+0.3%
+$18.29 
CCOI Cogent Communications Holdings, Inc.
+0.29%
+$27.01 
NNBR Nn Inc.
+0.29%
+$561.28 
ACHV Achieve Life Sciences Inc.
+0.29%
+$1,210.28 
BG Bunge Global S.A.
+0.28%
+$1,982.45 
ACI Albertsons Companies, Inc.
+0.27%
+$289.98 
CP Canadian Pacific Kansas City Limited
+0.26%
+$568.58 
GOOGL Alphabet Inc
+0.25%
+$25,208.83 
ORI Old Republic International Corp.
+0.25%
+$130.06 
SNAP Snap Inc.
+0.25%
+$308.55 
FTV Fortive Corporation
+0.24%
+$7,995.4 
HOOD Robinhood Markets, Inc.
+0.23%
+$258.03 
PEN Penumbra Inc.
+0.23%
+$471.58 
PYPL PayPal Holdings Inc
+0.22%
+$1,474.02 
WWD Woodward Inc.
+0.21%
+$1,576.26 
FDX FedEx Corporation
+0.21%
+$2,395.43 
CBL CBL & Associates Properties, Inc.
+0.21%
+$758.5 
FE FirstEnergy Corp.
+0.21%
+$928.62 
EIG Employers Holdings Inc.
+0.2%
+$12.07 
LNG Cheniere Energy Inc.
+0.19%
+$1,180.92 
ITA iShares U.S. Aerospace & Defense ETF
+0.18%
+$2,355.19 
SCCO Southern Copper Corporation
+0.17%
+$2,569.09 
JKHY Jack Henry & Associates, Inc.
+0.16%
+$13.77 
UGI UGI Corporation
+0.16%
+$548.04 
LMND Lemonade Inc.
+0.16%
+$7.14 
CZR Caesars Entertainment, Inc.
+0.15%
+$557.19 
LPLA LPL Financial Holdings Inc.
+0.15%
+$103.39 
GHC Graham Holdings Co.
+0.15%
+$79.65 
APA APA Corporation
+0.15%
+$662.69 
GS The Goldman Sachs Group, Inc.
+0.14%
+$1,281.14 
PIPR Piper Sandler Companies
+0.12%
+$22 
OTTR Otter Tail Corporation
+0.11%
+$381.9 
DV DoubleVerify Holdings Inc.
+0.11%
+$290.37 
JXN Jackson Financial Inc.
+0.11%
+$69.86 
BAC Bank of America Corporation
+0.11%
+$582.73 
COP ConocoPhillips
+0.1%
+$1,014.3 
NRG NRG Energy, Inc.
+0.09%
+$598.59 
ITGR Integer Holdings Corporation
+0.09%
+$3.3 
AFL Aflac Inc.
+0.09%
+$4,367 
CBU Community Bank System, Inc.
+0.09%
+$9.9 
FLNC Fluence Energy, Inc.
+0.08%
+$43.18 
MRTN Marten Transport, Ltd.
+0.08%
+$11.83 
LECO Lincoln Electric Holdings, Inc.
+0.07%
+$24.1 
TECH Bio-Techne Corporation
+0.07%
+$53.85 
PRTH Priority Technology Holdings, Inc.
+0.06%
+$168.85 
KALU Kaiser Aluminum Corporation
+0.06%
+$16 
LRN Stride, Inc.
+0.06%
+$3.2 
VLTO Veralto Corporation
+0.06%
+$98.52 
MATX Matson Inc.
+0.05%
+$17.64 
SAFT Safety Insurance Group Inc.
+0.05%
+$0.55 
ATRC AtriCure, Inc.
+0.04%
+$6.83 
UTZ Utz Brands, Inc.
+0.04%
+$4.44 
HIG The Hartford Insurance Group, Inc.
+0.03%
+$87.64 
STEL Stellar Bancorp Inc.
+0.03%
+$1 
AMP Ameriprise Financial, Inc.
+0.02%
+$12.9 
SPY SPDR S&P 500 ETF Trust
+0.01%
+$285.17 
ATKR Atkore Inc.
+0.01%
+$2.34 
ACVA ACV Auctions Inc.
0%
$0 
AMPY Amplify Energy Corp.
0%
$0 
BANF BancFirst Corporation
0%
$0 
BDTX Black Diamond Therapeutics, Inc.
0%
$0 
CRNX Crinetics Pharmaceuticals Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GBTG Global Business Travel Group, Inc.
0%
$0 
INSW International Seaways Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NU Nu Holdings Ltd.
0%
$0 
ZD Ziff Davis, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 NE
NE
0%
$0 8787
87877F103
0%
$0 G447
G4474Y263
0%
$0 
FORM FormFactor Inc.
-17.79%
-$43,181.83 
BPOP Popular Inc.
-16.19%
-$12,683.93 
MAN ManpowerGroup Inc.
-15.25%
-$66,894.93 
CABO Cable One Inc.
-13.75%
-$974.16 
RKLB Rocket Lab Corporation
-10.93%
-$40,592.78 
SES SES AI Corporation
-9.87%
-$15,610.53 
LBRT Liberty Energy Inc.
-9.16%
-$859.65 
ONTO Onto Innovation Inc.
-7.21%
-$5,341.8 
SITM SiTime Corporation
-6.95%
-$95,314.53 
ATOS Atossa Therapeutics Inc
-6.83%
-$27,522.07 
AESI Atlas Energy Solutions Inc.
-6.68%
-$6,995.22 
DOCN DigitalOcean Holdings Inc.
-6.4%
-$75,226.38 
ANET Arista Networks, Inc.
-6.24%
-$28,523.6 
NPO EnPro Industries Inc.
-6.06%
-$998.48 
TER Teradyne, Inc.
-6.06%
-$15,645.22 
FIX Comfort Systems USA, Inc.
-6.03%
-$176,912.45 
HPE Hewlett Packard Enterprise Company
-5.86%
-$91,112.5 
VG Venture Global Inc.
-5.84%
-$286.75 
APLD Applied Digital Corporation
-5.81%
-$1,821.92 
STRL Sterling Infrastructure, Inc.
-5.67%
-$1,976.59 
LITE Lumentum Holdings Inc.
-5.47%
-$37,851.18 
AVT Avnet Inc.
-5.07%
-$36,740.29 
EAF GrafTech International Ltd.
-4.79%
-$138,196.11 
OCGN Ocugen Inc.
-4.65%
-$15,564.66 
CECO CECO Environmental Corp.
-4.62%
-$743.04 
GEO The Geo Group, Inc.
-4.58%
-$52.17 
CXW CoreCivic Inc.
-4.48%
-$1,515.48 
VTOL Bristow Group Inc.
-4.35%
-$258.21 
LFUS Littelfuse Inc.
-4.3%
-$68,803.68 
AMAT Applied Materials, Inc.
-4.22%
-$388,500.56 
CSCO Cisco Systems, Inc.
-4.17%
-$6,380.04 
CLF Cleveland-Cliffs Inc.
-4.09%
-$4,562.39 
GLW Corning Incorporated
-4.04%
-$4,011.45 
TDW Tidewater Inc.
-3.91%
-$417.96 
CGNX Cognex Corporation
-3.88%
-$7,622.85 
INTC Intel Corporation
-3.87%
-$10,367.94 
WMB The Williams Companies, Inc.
-3.85%
-$180,605.6 
VSH Vishay Intertechnology Inc.
-3.77%
-$10,066.15 
NVTS Navitas Semiconductor Corporation
-3.74%
-$2,561.3 
JBL Jabil Inc.
-3.68%
-$86,058.75 
ARW Arrow Electronics Inc.
-3.67%
-$21,611.95 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.59%
-$43,263.09 
BKV BKV Corporation
-3.55%
-$142.68 
EQR Equity Residential
-3.5%
-$36,685.11 
PLPC Preformed Line Products Co.
-3.49%
-$510.53 
FCEL FuelCell Energy, Inc.
-3.46%
-$13,945.89 
FAST Fastenal Co.
-3.41%
-$9,597.42 
NN NextNav Inc.
-3.4%
-$827.82 
MTZ MasTec, Inc. Common Stock
-3.33%
-$18,607.75 
RUM Rumble Inc.
-3.31%
-$758.2 
AZZ Azz Inc.
-3.25%
-$215.04 
KLAC KLA Corporation
-3.22%
-$4,381.5 
PCT PureCycle Technologies, Inc.
-3.21%
-$202.38 
BLNK Blink Charging Co.
-3.17%
-$1,779.51 
AROC Archrock Inc.
-3.12%
-$92.07 
AMR Alpha Metallurgical Resources, Inc.
-3.11%
-$54.2 
SNDK SanDisk Corporation
-3.09%
-$892,521 
WTTR Select Water Solutions Inc.
-2.97%
-$211.12 
BKR Baker Hughes Company
-2.85%
-$1,625.82 
TSQ Townsquare Media Inc.
-2.8%
-$1,721.55 
CAT Caterpillar Inc.
-2.7%
-$267,461.74 
HUBB Hubbell Inc.
-2.67%
-$13,919.86 
KN Knowles Corporation
-2.65%
-$282.12 
TRGP Targa Resources Corp.
-2.63%
-$657.9 
CRK Comstock Resources Inc.
-2.63%
-$12,517.56 
VMI Valmont Industries, Inc.
-2.62%
-$634.66 
CMRE Costamare Inc.
-2.6%
-$504.35 
OSCR Oscar Health, Inc.
-2.56%
-$93.28 
NTAP NetApp, Inc.
-2.54%
-$34,429.85 
WBTN Webtoon Entertainment Inc.
-2.52%
-$130.16 
POWL Powell Industries Inc.
-2.48%
-$1,239 
TWIN Twin Disc Inc.
-2.48%
-$7,899.95 
LWLG Lightwave Logic Inc.
-2.46%
-$16,145.4 
CRWV CoreWeave, Inc.
-2.46%
-$707.94 
RHI Robert Half Inc.
-2.46%
-$3,633.5 
OIH VanEck Oil Services ETF
-2.4%
-$48,071.68 
SFL SFL Corporation Ltd.
-2.37%
-$45.57 
ETN Eaton Corporation plc
-2.32%
-$6,579.13 
REKR Rekor Systems Inc.
-2.28%
-$767.65 
REI Ring Energy Inc.
-2.27%
-$6,417.12 
NRGV Energy Vault Holdings Inc.
-2.24%
-$11,782.35 
CRBU Caribou Biosciences, Inc.
-2.17%
-$1,050.06 
SNOW Snowflake Inc.
-2.1%
-$3,060.71 
PLD Prologis Inc.
-2.08%
-$12,845.45 
CDNS Cadence Design Systems, Inc.
-2.04%
-$6,940.19 
HIMS Hims & Hers Health, Inc.
-2.04%
-$118.08 
ALHC Alignment Healthcare, Inc.
-2%
-$3,663.16 
IEX IDEX Corporation
-1.9%
-$20,021.4 
DDOG Datadog, Inc. Class A Common Stock
-1.9%
-$2,426.88 
QUIK QuickLogic Corporation
-1.9%
-$2,928.97 
WT WisdomTree, Inc.
-1.9%
-$65.2 
CORT Corcept Therapeutics Incorporated
-1.89%
-$6,853.14 
PLSE Pulse Biosciences, Inc.
-1.87%
-$428.92 
GRC The Gorman-Rupp Company
-1.86%
-$360.4 
TXN Texas Instruments Inc
-1.84%
-$3,830.16 
NVDA NVIDIA Corporation
-1.83%
-$4,949.14 
NSA National Storage Affiliates Trust
-1.77%
-$8,075.34 
TPL Texas Pacific Land Corporation
-1.73%
-$214.55 
ENS EnerSys
-1.7%
-$132.3 
GFS GlobalFoundries Inc.
-1.68%
-$3,359.54 
GRAL Grail, Inc.
-1.68%
-$236.29 
CTRI Centuri Holdings Inc.
-1.64%
-$16,206.77 
FTNT Fortinet Inc.
-1.61%
-$6,186.52 
SLB Schlumberger Limited
-1.6%
-$13,272.65 
CRS Carpenter Technology Corporation
-1.59%
-$8,306.66 
WHD Cactus Inc.
-1.57%
-$8,387.82 
PM Philip Morris International Inc.
-1.5%
-$4,178.25 
GRDN Guardian Pharmacy Services Inc.
-1.48%
-$4,390.8 
AIT Applied Industrial Technologies Inc.
-1.47%
-$21,072.36 
TNDM Tandem Diabetes Care Inc.
-1.44%
-$202.4 
RIG Transocean Ltd.
-1.43%
-$14,012.48 
STLD Steel Dynamics Inc.
-1.43%
-$47,936.6 
GPMT Granite Point Mortgage Trust Inc.
-1.41%
-$464.2 
JOBY Joby Aviation, Inc.
-1.41%
-$372.25 
FTAI FTAI Aviation Ltd.
-1.39%
-$17,347.34 
MOG-A Moog Inc.
-1.38%
-$4,364.77 
HAL Halliburton Company
-1.34%
-$13,769.36 
FLOC Flowco Holdings Inc.
-1.33%
-$5,646.76 
APO Apollo Global Management, Inc.
-1.25%
-$48,673.34 
SXI Standex International Corporation
-1.25%
-$143.43 
INDI Indie Semiconductor, Inc.
-1.25%
-$74.5 
TAYD Taylor Devices Inc.
-1.25%
-$1,993.08 
MRAM Everspin Technologies Inc.
-1.21%
-$3,994.65 
EQIX Equinix, Inc.
-1.21%
-$15,709.11 
KMT Kennametal Inc.
-1.2%
-$519.11 
HCC Warrior Met Coal Inc.
-1.13%
-$93.84 
IDCC InterDigital, Inc.
-1.13%
-$140.22 
GWW W.W. Grainger, Inc.
-1.13%
-$8,473.15 
CRGY Crescent Energy Inc.
-1.13%
-$37.55 
FSS Federal Signal Corp.
-1.11%
-$11.34 
FR First Industrial Realty Trust Inc.
-1.09%
-$3,045.12 
NOG Northern Oil and Gas Inc.
-1.08%
-$353.4 
MRCY Mercury Systems Inc.
-1.08%
-$642.88 
PLTR Palantir Technologies Inc.
-1.05%
-$215,291.74 
LBTYA Liberty Global Plc
-1.04%
-$444.55 
SEIC SEI Investments Company
-1.03%
-$2,295.59 
MS Morgan Stanley
-1.03%
-$29,712.27 
ZBRA Zebra Technologies Corporation
-0.99%
-$4,057.5 
NOV Nov Inc.
-0.99%
-$3,282.64 
AME Ametek Inc.
-0.98%
-$1,081.55 
CRUS Cirrus Logic, Inc.
-0.96%
-$739.44 
SHEN Shenandoah Telecommunications Company
-0.96%
-$42.8 
WLDN Willdan Group, Inc.
-0.95%
-$77.41 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-0.94%
-$48,480.9 
SM SM Energy Company
-0.92%
-$4,404.4 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-0.91%
-$18,369.87 
NWE NorthWestern Energy Group, Inc.
-0.89%
-$1,210.44 
ADI Analog Devices, Inc.
-0.88%
-$10,843.79 
GPRO GoPro Inc.
-0.86%
-$1,855.24 
HLNE Hamilton Lane Inc.
-0.86%
-$4,845.63 
LIF Life360, Inc.
-0.84%
-$46.55 
MLI Mueller Industries Inc.
-0.84%
-$14,318.76 
DCI Donaldson Company, Inc.
-0.83%
-$16,931.52 
DNOW Dnow Inc.
-0.82%
-$62.62 
PL PLANET LABS PBC
-0.81%
-$190.9 
REX Rex American Resources Corporation
-0.81%
-$0.34 
VST Vistra Corp
-0.81%
-$4,721.93 
PCG PG&E Corporation
-0.8%
-$6,427.99 
BKH Black Hills Corporation
-0.77%
-$700.92 
RVMD Revolution Medicines Inc.
-0.77%
-$20,271.37 
FANG Diamondback Energy Inc
-0.75%
-$7,850.76 
DVN Devon Energy Corporation
-0.74%
-$112.48 
TIPT Tiptree Inc.
-0.74%
-$15.62 
CRC California Resources Corp
-0.69%
-$80.25 
TRNO Terreno Realty Corporation
-0.66%
-$133.03 
CW Curtiss-Wright Corporation
-0.64%
-$3,523.21 
UCBI United Community Banks, Inc.
-0.63%
-$9.45 
WKC World Kinect Corporation
-0.63%
-$4.14 
BWA BorgWarner Inc.
-0.61%
-$10,018.08 
OGE Oge Energy Corp.
-0.61%
-$5,460.12 
CVX Chevron Corporation
-0.6%
-$19,115.76 
ZWS Zurn Elkay Water Solutions Corporation
-0.59%
-$3,886.4 
SPNT SiriusPoint Ltd.
-0.59%
-$48.3 
POWI Power Integrations Inc.
-0.59%
-$782.69 
POR Portland General Electric Company
-0.58%
-$22.1 
PPL PPL Corporation
-0.56%
-$2,435.36 
EW Edwards Lifesciences Corporation
-0.56%
-$1,179.84 
DXPE DXP Enterprises, Inc.
-0.55%
-$166.08 
JPM JPMorgan Chase & Co.
-0.54%
-$28,699.58 
EMLP First Trust North American Energy Infrastructure Fund
-0.54%
-$845.48 
WAB Wabtec Corporation
-0.53%
-$303 
PRM Perimeter Solutions Inc.
-0.53%
-$192.71 
WBS Webster Financial Corporation
-0.51%
-$1,806.8 
PNC The PNC Financial Services Group, Inc.
-0.51%
-$7,184.19 
AEE Ameren Corporation
-0.49%
-$108.12 
NEU NewMarket Corporation
-0.48%
-$651.32 
ALG Alamo Group Inc.
-0.47%
-$41.61 
MET MetLife Inc.
-0.47%
-$2,836.92 
AR Antero Resources Corporation
-0.45%
-$324.88 
OKE ONEOK, Inc.
-0.44%
-$1,435.32 
FLNG Flex LNG Ltd.
-0.44%
-$20.67 
BMBL Bumble Inc.
-0.42%
-$144.25 
CCO Clear Channel Outdoor Holdings, Inc.
-0.41%
-$4,013.44 
NEOG Neogen Corporation
-0.41%
-$171.5 
TEX Terex Corporation
-0.39%
-$51.25 
ARES Ares Management Corporation
-0.39%
-$3,814.36 
IRM Iron Mountain Inc.
-0.36%
-$7,888.59 
TMDX TransMedics Group Inc.
-0.36%
-$23.1 
TKR Timken Co.
-0.36%
-$174.8 
PNW Pinnacle West Capital Corporation
-0.35%
-$2,577.25 
TALO Talos Energy Inc.
-0.35%
-$31.02 
EOG EOG Resources, Inc.
-0.35%
-$1,879.74 
EXOD Exodus Movement, Inc.
-0.35%
-$10 
PLUG Plug Power Inc.
-0.34%
-$193.5 
NTNX Nutanix, Inc.
-0.34%
-$597.6 
RS Reliance Inc.
-0.34%
-$8,570.59 
CR Crane NXT Co.
-0.34%
-$1,012.23 
IMAX Imax Corporation
-0.33%
-$4,716.99 
LNN Lindsay Corporation
-0.33%
-$45.26 
NNE Nano Nuclear Energy Inc.
-0.32%
-$20.37 
WEC WEC Energy Group Inc.
-0.31%
-$2,684.55 
HWKN Hawkins Inc.
-0.3%
-$74 
BUR Burford Capital Limited
-0.3%
-$176.25 
GIC Global Industrial Company
-0.3%
-$35.1 
TWLO Twilio Inc.
-0.29%
-$31.2 
MU Micron Technology, Inc.
-0.29%
-$13,114.85 
XLU Utilities Select Sector SPDR Fund
-0.29%
-$3,761.52 
WDFC WD-40 Company
-0.28%
-$418.02 
DEC Diversified Energy Company PLC
-0.27%
-$7.04 
NFG National Fuel Gas Company
-0.27%
-$20.86 
IDA Idacorp Inc.
-0.26%
-$3,304.8 
LFST LifeStance Health Group, Inc.
-0.26%
-$467.31 
TDS Telephone and Data Systems, Inc.
-0.24%
-$129.52 
RDW Redwire Corporation
-0.23%
-$1,165.52 
ENVX Enovix Corporation
-0.2%
-$25.77 
FCX Freeport-McMoRan Inc.
-0.2%
-$395.36 
LNT Alliant Energy Corporation
-0.19%
-$3,002.48 
EGP EastGroup Properties Inc.
-0.19%
-$329.67 
SGHC Super Group (SGHC) Limited
-0.18%
-$914.54 
KAI Kadant Inc.
-0.17%
-$3.87 
ARKK ARK Innovation ETF Fund
-0.17%
-$12,769.4 
EXE Expand Energy Corporation
-0.16%
-$2,077.43 
TRV The Travelers Companies, Inc.
-0.16%
-$278.48 
HCA HCA Healthcare Inc.
-0.15%
-$3,535.39 
CMI Cummins Inc.
-0.15%
-$670.04 
XEL Xcel Energy Inc.
-0.15%
-$705.21 
PAYO Payoneer Global Inc.
-0.14%
-$17.11 
SNDR Schneider National, Inc.
-0.13%
-$430.76 
GBX Greenbrier Companies, Inc.
-0.13%
-$4.45 
PCRX Pacira BioSciences Inc.
-0.11%
-$8.48 
CNA CNA Financial Corporation
-0.1%
-$541.26 
QLYS Qualys, Inc.
-0.1%
-$32.76 
ATO Atmos Energy Corporation
-0.05%
-$185.4 
CDP COPT Defense Properties
-0.03%
-$30.53 
BOW Bowhead Specialty Holdings Inc.
-0.03%
-$0.48 
CBZ CBIZ Inc.
-0.03%
-$4.29 
LXP LXP Industrial Trust
-0.03%
-$965.6 
EXC Exelon Corporation
-0.02%
-$115.05 
FRT Federal Realty Investment Trust
-0.02%
-$94.9 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.01%
-$30.11 Events
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Dividends
Dividend Analysis
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No Data
| Trades 7995 | Longs Won 3629/7995 45% | Profit Factor 1.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $281,069.03 |
| Average Win $48,688.4 | Best Trade (Oct 15) $8.34M | Sharpe Ratio -10.46 |
| Average Loss -$34,965.69 | Worst Trade (Oct 15) -$18.79M | Z-Score -4.45 (100%) |
| Commissions $0 | Avg. Trade Length 4m 2w 6d | Expectancy $3,012.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.11% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 8787 87877F103 | 81 | $6,266 | $6,266 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 3,218 | $422,617.72 | $564,533.74 | - | $141,916.02 | 33.58% | +0.822% |
| ABCB Ameris Bancorp | 151 | $13,629.26 | $11,963.73 | - | -$1,665.53 | -12.22% | +1.447% |
| ACEL Accel Entertainment Inc. | 113 | $1,232.83 | $1,268.42 | - | $35.59 | 2.89% | +0.854% |
| ACHV Achieve Life Sciences Inc. | 60,514 | $395,156.42 | $424,808.28 | - | $29,651.86 | 7.5% | +0.286% |
| ACI Albertsons Companies, Inc. | 8,285 | $112,096.05 | $108,657.77 | - | -$3,438.28 | -3.07% | +0.268% |
| ACVA ACV Auctions Inc. | 834 | $3,536.16 | $8,757 | - | $5,220.84 | 147.64% | 0.0 |
| ADBE Adobe Inc. | 1,871 | $542,654.44 | $466,066.1 | - | -$76,588.34 | -14.11% | +3.498% |
| ADI Analog Devices, Inc. | 3,046 | $986,045.89 | $1.22M | - | $232,384.57 | 23.57% | -0.882% |
| ADMA Adma Biologics Inc. | 266 | $2,396.66 | $2,863.49 | - | $466.83 | 19.48% | +4.11% |
| ADNT Adient plc | 222 | $4,080.36 | $3,991.56 | - | -$88.8 | -2.18% | +2.334% |
| ADSK Autodesk, Inc. | 2,750 | $535,599.58 | $666,008.75 | - | $130,409.17 | 24.35% | +4.778% |
| ADT ADT Inc. | 9,379 | $61,526.24 | $63,824.09 | - | $2,297.85 | 3.73% | +3.106% |
| AEE Ameren Corporation | 212 | $23,964.48 | $22,062.84 | - | -$1,901.64 | -7.94% | -0.488% |
| AESI Atlas Energy Solutions Inc. | 9,453 | $157,724.71 | $97,649.49 | - | -$60,075.22 | -38.09% | -6.685% |
| AFL Aflac Inc. | 43,670 | $5.12M | $5.17M | - | $49,856.93 | 0.97% | +0.085% |
| AGEN Agenus Inc. | 27,669 | $87,157.35 | $190,501.06 | - | $103,343.71 | 118.57% | +5.923% |
| AGM Federal Agricultural Mortgage Corporation | 20 | $3,886 | $4,102 | - | $216 | 5.56% | +0.628% |
| AGO Assured Guaranty Ltd. | 1,968 | $157,754.88 | $138,389.76 | - | -$19,365.12 | -12.28% | +1.943% |
| AGYS Agilysys Inc. | 256 | $26,470.4 | $28,687.36 | - | $2,216.96 | 8.38% | +4.329% |
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Option values are updated at end of day.
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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 William Staveacre?
The largest contributions to the portfolio's profits come from the following stocks: AppLovin Corporation Class A Common Stock - $5.42M, Palantir Technologies Inc - $4.7M, iShares Russell 2000 ETF - $3.19M, Invesco QQQ Trust, Series 1 - $2.8M, and SanDisk Corporation - $2.65M. 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: Broadcom Inc - $3.49M, VanEck Junior Gold Miners ETF - $1.22M, iShares MSCI Brazil ETF - $1.21M, Microsoft Corp - $1.17M, and California Resources Corp - $1.14M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Staveacre's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.93M earned over time. The largest contributors to dividend income include Pilgrim's Pride Corporation - $289,873.5, iShares MSCI Brazil ETF - $224,004.14, JPMorgan Chase & Co - $149,053.7, Exxon Mobil Corporation - $147,215.67, and iShares Mortgage Real Estate ETF - $144,425.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Staveacre's monthly returns?
William Staveacre'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 William Staveacre's strategy be considered aggressive or moderate?
William Staveacre'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 William Staveacre's strategy?
William Staveacre'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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