3589
AmericanFunds
175 Best Mid-Caps
1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
---|---|---|---|---|---|---|---|---|
0 | ABMD | 27 | 412.95 | 381.02 | 0.00% | 10,288 | 0 | -862 |
0 | AEIS | 182 | 60.95 | 93.31 | -2.08% | 16,982 | 0 | 5,890 |
0 | AIT | 150 | 72.80 | 140.03 | 2.94% | 21,004 | 0 | 10,084 |
0 | ALK | 174 | 63.30 | 50.98 | -0.96% | 8,871 | 0 | -2,144 |
0 | AM | 355 | 30.85 | 10.98 | 1.57% | 3,900 | 0 | -7,054 |
0 | ASR | 68 | 164.51 | 282.00 | -2.62% | 19,176 | 0 | 7,989 |
0 | ATHM | 106 | 104.84 | 36.60 | -2.17% | 3,880 | 0 | -7,233 |
0 | AVY | 105 | 102.27 | 187.26 | -0.56% | 19,662 | 0 | 8,924 |
0 | B | 180 | 60.82 | 43.49 | -0.09% | 7,828 | 0 | -3,119 |
0 | BGCP | 1,000 | 11.24 | 4.35 | -0.46% | 4,355 | 0 | -6,890 |
0 | BRKR | 344 | 29.48 | 71.52 | -0.64% | 24,603 | 194 | 14,460 |
0 | CAKE | 195 | 56.81 | 38.72 | -0.15% | 7,550 | 0 | -3,528 |
0 | CIGI | 140 | 79.45 | 105.30 | 2.10% | 14,742 | 0 | 3,619 |
0 | COHR | 69 | 163.19 | 45.09 | 0.09% | 3,112 | 0 | -8,149 |
0 | COLB | 255 | 42.43 | 30.05 | 1.20% | 7,664 | 0 | -3,157 |
0 | CORT | 800 | 15.36 | 23.26 | 1.71% | 18,608 | 0 | 6,318 |
0 | CPE | 92 | 114.62 | 43.33 | -1.37% | 3,986 | 0 | -6,559 |
0 | CPRT | 370 | 29.48 | 67.14 | 0.59% | 24,844 | 0 | 13,935 |
0 | CRTO | 315 | 34.75 | 30.29 | 2.16% | 9,541 | 0 | -1,405 |
0 | CRUS | 275 | 40.52 | 89.74 | -0.18% | 24,678 | 0 | 13,537 |
0 | DCI | 240 | 46.05 | 61.61 | 0.32% | 14,788 | 0 | 3,734 |
0 | DKS | 315 | 34.28 | 126.12 | 0.17% | 39,728 | 0 | 28,928 |
0 | DNKN | 155 | 70.41 | 106.48 | 0.00% | 16,504 | 0 | 5,591 |
0 | DOX | 165 | 68.02 | 90.50 | -0.80% | 14,932 | 0 | 3,710 |
0 | DSGX | 325 | 34.25 | 72.38 | 0.74% | 23,524 | 0 | 12,392 |
0 | EBIX | 135 | 81.62 | 18.95 | -2.24% | 2,558 | 0 | -8,461 |
0 | EGBN | 200 | 63.29 | 46.15 | 0.42% | 9,230 | 0 | -3,428 |
0 | EQGP | 445 | 23.81 | 19.97 | 0.00% | 8,887 | 0 | -1,709 |
0 | EQM | 210 | 53.30 | 21.43 | 0.00% | 4,500 | 0 | -6,694 |
0 | ERF | 850 | 13.06 | 17.90 | -0.36% | 15,219 | 0 | 4,114 |
0 | ESNT | 300 | 37.59 | 42.86 | 0.37% | 12,858 | 0 | 1,580 |
0 | EWBC | 160 | 67.97 | 76.02 | 1.90% | 12,162 | 0 | 1,286 |
0 | EXAS | 175 | 62.54 | 67.45 | 3.71% | 11,804 | 0 | 859 |
0 | EXEL | 525 | 21.14 | 17.48 | -1.35% | 9,177 | 0 | -1,922 |
0 | EXLS | 185 | 60.08 | 170.07 | -1.08% | 31,463 | 0 | 20,348 |
0 | EXP | 100 | 108.06 | 141.38 | 1.97% | 14,138 | 0 | 3,332 |
0 | FDS | 54 | 204.75 | 425.23 | 1.19% | 22,962 | 0 | 11,906 |
0 | FIVE | 110 | 102.53 | 194.83 | 0.63% | 21,431 | 0 | 10,153 |
0 | FIZZ | 105 | 107.29 | 43.06 | -2.07% | 4,521 | 0 | -6,744 |
0 | FLIR | 215 | 52.27 | 57.34 | 0.00% | 12,328 | 0 | 1,091 |
0 | FMBI | 425 | 26.73 | 21.51 | 0.00% | 9,142 | 0 | -2,221 |
0 | FNGN | 245 | 44.98 | 44.95 | 0.00% | 11,013 | 0 | -6 |
0 | FR | 325 | 33.48 | 53.13 | 0.77% | 17,269 | 0 | 6,386 |
0 | GBCI | 270 | 40.39 | 45.50 | -0.39% | 12,285 | 0 | 1,380 |
0 | GGAL | 300 | 36.93 | 13.26 | -4.88% | 3,978 | 0 | -7,101 |
0 | GGG | 245 | 45.91 | 67.24 | 1.05% | 16,474 | 0 | 5,227 |
0 | GIL | 367 | 27.78 | 30.33 | -0.43% | 11,133 | 81 | 938 |
0 | GLPI | 310 | 35.91 | 52.88 | 0.06% | 16,391 | 0 | 5,259 |
0 | GMED | 215 | 51.80 | 75.81 | 0.78% | 16,299 | 0 | 5,162 |
0 | GRUB | 100 | 110.44 | 6.72 | 0.00% | 672 | 0 | -10,372 |
0 | GWRE | 115 | 93.84 | 73.27 | 0.87% | 8,427 | 0 | -2,366 |
0 | HCSG | 250 | 44.09 | 13.07 | 0.35% | 3,269 | 0 | -7,752 |
0 | HEI | 150 | 73.96 | 170.18 | 0.61% | 25,527 | 0 | 14,433 |
0 | HEI.A | 175 | 62.40 | 134.14 | 0.82% | 23,475 | 0 | 12,555 |
0 | HLI | 210 | 51.74 | 97.08 | 0.26% | 20,387 | 0 | 9,520 |
0 | HQY | 140 | 80.33 | 60.22 | 1.62% | 8,431 | 0 | -2,815 |
0 | HTHT | 260 | 43.06 | 50.32 | -1.09% | 13,084 | 0 | 1,889 |
0 | ICUI | 38 | 295.82 | 192.05 | 2.73% | 7,298 | 0 | -3,943 |
0 | IDCC | 130 | 85.02 | 69.58 | 1.27% | 9,045 | 0 | -2,008 |
0 | IEX | 80 | 138.94 | 238.55 | 1.97% | 19,084 | 0 | 7,968 |
0 | IIVI | 250 | 43.40 | 43.26 | 0.00% | 10,815 | 0 | -35 |
0 | INGN | 55 | 203.55 | 22.83 | 0.44% | 1,256 | 0 | -9,940 |
0 | JAZZ | 62 | 179.98 | 155.54 | 0.65% | 9,643 | 0 | -1,516 |
0 | JCOM | 123 | 90.30 | 114.10 | 0.00% | 14,034 | 0 | 2,927 |
0 | JNPR | 380 | 28.46 | 32.05 | -0.84% | 12,177 | 0 | 1,360 |
0 | JOBS | 115 | 95.73 | 60.90 | 0.00% | 7,004 | 0 | -4,005 |
0 | KAR | 190 | 57.84 | 14.47 | 1.15% | 2,749 | 0 | -8,241 |
0 | KBH | 410 | 28.11 | 37.46 | 0.29% | 15,361 | 0 | 3,834 |
0 | KMT | 300 | 36.68 | 27.88 | 1.07% | 8,366 | 0 | -2,640 |
0 | KWR | 27 | 164.41 | 188.86 | 1.04% | 5,099 | 314 | 660 |
0 | LAD | 110 | 98.91 | 250.24 | 3.36% | 27,526 | 0 | 16,646 |
0 | LECO | 120 | 90.26 | 163.29 | 1.64% | 19,595 | 0 | 8,764 |
0 | LGND | 50 | 215.97 | 70.44 | 1.24% | 3,522 | 0 | -7,277 |
0 | LOGI | 240 | 45.35 | 59.25 | 0.36% | 14,221 | 0 | 3,336 |
0 | LOGM | 103 | 108.67 | 86.04 | 0.00% | 8,862 | 0 | -2,331 |
0 | LOPE | 95 | 115.64 | 113.38 | -0.32% | 10,772 | 0 | -214 |
0 | LSTR | 98 | 113.62 | 172.69 | 2.06% | 16,924 | 0 | 5,788 |
0 | LULU | 87 | 126.88 | 310.70 | 0.41% | 27,031 | 0 | 15,992 |
0 | MAN | 120 | 88.99 | 87.03 | -1.30% | 10,444 | 0 | -235 |
0 | MOMO | 240 | 46.21 | 11.17 | -1.50% | 2,681 | 0 | -8,410 |
0 | MPWR | 81 | 138.56 | 425.40 | -1.51% | 34,458 | 0 | 23,235 |
0 | NATI | 245 | 43.81 | 54.52 | 0.29% | 13,359 | 0 | 2,625 |
0 | NEOG | 260 | 42.09 | 20.04 | 0.93% | 5,212 | 0 | -5,731 |
0 | NHI | 146 | 75.20 | 57.76 | 1.71% | 8,433 | 0 | -2,547 |
0 | NOAH | 222 | 49.20 | 19.37 | -0.67% | 4,300 | 0 | -6,623 |
0 | NRZ | 585 | 18.20 | 10.21 | 0.00% | 5,973 | 0 | -4,671 |
0 | NXST | 140 | 77.72 | 204.54 | 4.31% | 28,636 | 0 | 17,754 |
0 | NYT | 415 | 26.35 | 34.70 | 0.16% | 14,400 | 0 | 3,465 |
0 | ODFL | 110 | 101.55 | 334.20 | 4.69% | 36,762 | 0 | 25,592 |
0 | OGE | 200 | 34.24 | 39.20 | 0.06% | 7,840 | 732 | 992 |
0 | OLED | 120 | 92.12 | 132.35 | 0.01% | 15,882 | 0 | 4,827 |
0 | OMAB | 245 | 45.41 | 73.97 | -2.53% | 18,123 | 0 | 6,998 |
0 | ORBK | 175 | 62.72 | 65.77 | 0.00% | 11,510 | 0 | 534 |
0 | OSK | 150 | 73.30 | 102.03 | 1.38% | 15,304 | 0 | 4,310 |
0 | PAC | 110 | 99.47 | 178.95 | -3.67% | 19,684 | 0 | 8,742 |
0 | PE | 335 | 32.93 | 16.93 | 0.00% | 5,672 | 0 | -5,360 |
0 | PFGC | 300 | 36.85 | 59.81 | -1.06% | 17,943 | 0 | 6,888 |
0 | PNFP | 170 | 64.52 | 76.41 | 0.73% | 12,991 | 0 | 2,021 |
0 | POL | 247 | 44.66 | 0.83 | 59.58% | 205 | 0 | -10,825 |
0 | PRI | 105 | 105.12 | 158.88 | 0.38% | 16,682 | 0 | 5,644 |
0 | PRLB | 85 | 128.45 | 29.44 | 3.12% | 2,502 | 0 | -8,416 |
0 | PSXP | 220 | 50.66 | 42.01 | 0.00% | 9,242 | 0 | -1,902 |
0 | PWR | 315 | 34.39 | 149.70 | -0.17% | 47,157 | 0 | 36,324 |
0 | RE | 46 | 234.91 | 351.22 | -1.76% | 16,156 | 0 | 5,350 |
0 | REXR | 345 | 31.44 | 63.20 | 2.09% | 21,804 | 0 | 10,957 |
0 | RNR | 89 | 124.78 | 195.14 | -1.12% | 17,367 | 0 | 6,262 |
0 | ROG | 92 | 120.12 | 136.23 | 1.13% | 12,533 | 0 | 1,482 |
0 | ROL | 450 | 24.38 | 36.02 | -0.24% | 16,209 | 0 | 5,240 |
0 | ROLL | 80 | 135.53 | 208.32 | 0.00% | 16,666 | 0 | 5,824 |
0 | SAFM | 100 | 107.82 | 204.00 | 0.00% | 20,400 | 0 | 9,618 |
0 | SANM | 345 | 31.25 | 56.20 | -2.43% | 19,389 | 0 | 8,608 |
0 | SBGI | 400 | 32.98 | 20.50 | 0.71% | 8,202 | 0 | -4,988 |
0 | SFM | 480 | 23.11 | 32.20 | 0.88% | 15,458 | 0 | 4,368 |
0 | SHOO | 308 | 35.97 | 35.33 | 2.21% | 10,882 | 0 | -199 |
0 | SINA | 132 | 85.10 | 43.26 | 0.00% | 5,710 | 0 | -5,523 |
0 | SKX | 355 | 31.04 | 47.48 | -0.86% | 16,855 | 0 | 5,836 |
0 | SLAB | 105 | 103.25 | 158.65 | -0.35% | 16,658 | 0 | 5,817 |
0 | SMG | 125 | 87.40 | 66.92 | 10.62% | 8,366 | 0 | -2,559 |
0 | SNX | 107 | 103.78 | 101.28 | -0.95% | 10,837 | 0 | -268 |
0 | SPLK | 105 | 100.62 | 95.38 | 0.04% | 10,015 | 0 | -550 |
0 | SSD | 170 | 64.21 | 103.19 | 1.32% | 17,541 | 0 | 6,626 |
0 | STAY | 505 | 21.70 | 20.46 | 0.00% | 10,332 | 0 | -624 |
0 | STMP | 40 | 278.75 | 329.61 | 0.00% | 13,184 | 0 | 2,034 |
0 | SUPN | 210 | 52.27 | 40.65 | -0.95% | 8,536 | 0 | -2,441 |
0 | TCBI | 115 | 95.07 | 63.25 | 0.68% | 7,274 | 0 | -3,660 |
0 | TGS | 740 | 14.61 | 11.14 | -3.09% | 8,244 | 0 | -2,568 |
0 | TPH | 650 | 16.99 | 21.56 | -0.14% | 14,017 | 0 | 2,974 |
0 | TPL | 13 | 737.85 | 2,045.11 | -2.48% | 26,586 | 0 | 16,994 |
0 | TREX | 320 | 33.98 | 50.99 | 1.82% | 16,318 | 0 | 5,444 |
0 | TSCO | 55 | 77.33 | 226.06 | -0.15% | 12,433 | 1,405 | 8,180 |
0 | TSEM | 480 | 22.17 | 42.89 | -0.29% | 20,590 | 0 | 9,948 |
0 | TTD | 9 | 94.69 | 52.05 | 4.52% | 468 | 4,508 | -384 |
0 | TX | 300 | 36.12 | 40.25 | -0.79% | 12,075 | 0 | 1,238 |
0 | TXRH | 165 | 67.05 | 98.92 | -0.11% | 16,322 | 0 | 5,259 |
0 | UBNT | 28 | 88.07 | 110.59 | 0.00% | 3,097 | 1,123 | 631 |
0 | UFPI | 285 | 38.05 | 90.77 | 1.48% | 25,871 | 0 | 15,027 |
0 | UTHR | 90 | 123.52 | 259.25 | -1.91% | 23,332 | 0 | 12,216 |
0 | VAC | 93 | 118.77 | 159.06 | 1.45% | 14,792 | 0 | 3,747 |
0 | VNOM | 325 | 33.41 | 32.67 | -0.97% | 10,618 | 0 | -239 |
0 | VSH | 425 | 26.00 | 22.77 | -0.98% | 9,679 | 0 | -1,371 |
0 | VSM | 300 | 37.21 | 52.99 | 0.00% | 15,897 | 0 | 4,732 |
0 | WBC | 93 | 118.68 | 136.46 | 0.00% | 12,691 | 0 | 1,653 |
0 | WCG | 44 | 255.02 | 349.92 | 0.00% | 15,396 | 0 | 4,176 |
0 | WGP | 305 | 35.91 | 32.72 | 0.00% | 9,980 | 0 | -973 |
0 | WSM | 180 | 61.65 | 126.58 | 0.33% | 22,784 | 0 | 11,687 |
0 | WWD | 140 | 78.66 | 110.45 | 0.72% | 15,463 | 0 | 4,450 |
0 | WWE | 145 | 75.31 | 84.71 | -1.36% | 12,283 | 0 | 1,363 |
0 | YRD | 600 | 21.02 | 3.37 | 6.31% | 2,022 | 0 | -10,587 |
0 | YY | 112 | 99.42 | 37.48 | -2.50% | 4,198 | 0 | -6,938 |
Performance
Performance
Risk-Adjusted Excess Return
Sharpe Ratio
Rolling 5-Day Volatilities
Daily 5% Value-at-Risk (VaR)
Rolling Betas
Action | Type | Time | Symbol | Quantity | Price | Limit | Status |
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Payment Date | Ex-Dividend Date | Ticker | Position | Dividend Per Share | Total Dividend (USD) |
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