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 |
---|---|---|---|---|---|---|---|---|
185 | ABMD | 27 | 412.95 | 261.16 | 2.70% | 7,051 | 0 | -4,098 |
506 | AEIS | 182 | 60.95 | 79.08 | 3.64% | 14,393 | 0 | 3,300 |
286 | AIT | 150 | 72.80 | 101.17 | 1.92% | 15,176 | 0 | 4,256 |
343 | ALK | 174 | 63.30 | 47.13 | 4.36% | 8,201 | 0 | -2,814 |
78 | AM | 355 | 30.85 | 10.70 | 2.10% | 3,798 | 0 | -7,155 |
256 | ASR | 68 | 164.51 | 218.04 | 1.76% | 14,827 | 0 | 3,640 |
212 | ATHM | 106 | 104.84 | 33.08 | 6.44% | 3,506 | 0 | -7,607 |
371 | AVY | 105 | 102.27 | 168.88 | 2.13% | 17,732 | 0 | 6,995 |
117 | B | 180 | 60.82 | 35.55 | 1.86% | 6,399 | 0 | -4,549 |
60 | BGCP | 1,000 | 11.24 | 3.23 | 1.89% | 3,230 | 0 | -8,015 |
643 | BRKR | 344 | 29.48 | 60.44 | 3.19% | 20,791 | 194 | 10,649 |
433 | CAKE | 195 | 56.81 | 33.13 | 7.18% | 6,460 | 0 | -4,618 |
518 | CIGI | 140 | 79.45 | 114.42 | 3.34% | 16,019 | 0 | 4,896 |
154 | COHR | 69 | 163.19 | 264.13 | 0.85% | 18,225 | 0 | 6,965 |
128 | COLB | 255 | 42.43 | 29.47 | 1.73% | 7,515 | 0 | -3,306 |
128 | CORT | 800 | 15.36 | 20.10 | 0.80% | 16,080 | 0 | 3,790 |
228 | CPE | 92 | 114.62 | 54.03 | 4.81% | 4,971 | 0 | -5,574 |
581 | CPRT | 185 | 58.96 | 114.43 | 2.82% | 21,170 | 0 | 10,261 |
384 | CRTO | 315 | 34.75 | 26.47 | 4.83% | 8,338 | 0 | -2,608 |
253 | CRUS | 275 | 40.52 | 79.53 | 1.17% | 21,871 | 0 | 10,729 |
288 | DCI | 240 | 46.05 | 51.80 | 2.37% | 12,432 | 0 | 1,379 |
2,038 | DKS | 315 | 34.28 | 84.61 | 8.28% | 26,652 | 0 | 15,852 |
0 | DNKN | 155 | 70.41 | 106.48 | 0.00% | 16,504 | 0 | 5,591 |
-107 | DOX | 165 | 68.02 | 84.93 | -0.76% | 14,013 | 0 | 2,791 |
309 | DSGX | 325 | 34.25 | 60.09 | 1.61% | 19,529 | 0 | 8,398 |
23 | EBIX | 135 | 81.62 | 29.14 | 0.59% | 3,934 | 0 | -7,085 |
130 | EGBN | 200 | 63.29 | 49.45 | 1.33% | 9,890 | 0 | -2,768 |
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 |
340 | ERF | 850 | 13.06 | 14.59 | 2.82% | 12,402 | 0 | 1,296 |
381 | ESNT | 300 | 37.59 | 42.28 | 3.10% | 12,684 | 0 | 1,406 |
294 | EWBC | 160 | 67.97 | 72.45 | 2.61% | 11,592 | 0 | 716 |
248 | EXAS | 175 | 62.54 | 49.85 | 2.93% | 8,724 | 0 | -2,221 |
194 | EXEL | 525 | 21.14 | 18.18 | 2.08% | 9,544 | 0 | -1,554 |
886 | EXLS | 185 | 60.08 | 138.84 | 3.57% | 25,685 | 0 | 14,571 |
391 | EXP | 100 | 108.06 | 130.25 | 3.09% | 13,025 | 0 | 2,219 |
444 | FDS | 54 | 204.75 | 378.87 | 2.22% | 20,459 | 0 | 9,402 |
1,631 | FIVE | 110 | 102.53 | 135.72 | 12.27% | 14,929 | 0 | 3,651 |
146 | FIZZ | 105 | 107.29 | 48.96 | 2.92% | 5,141 | 0 | -6,125 |
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 |
125 | FR | 325 | 33.48 | 52.34 | 0.74% | 17,012 | 0 | 6,130 |
219 | GBCI | 270 | 40.39 | 47.55 | 1.73% | 12,838 | 0 | 1,933 |
6 | GGAL | 300 | 36.93 | 9.39 | 0.21% | 2,817 | 0 | -8,262 |
288 | GGG | 245 | 45.91 | 62.46 | 1.92% | 15,304 | 0 | 4,057 |
272 | GIL | 367 | 27.78 | 30.28 | 2.51% | 11,113 | 81 | 918 |
288 | GLPI | 310 | 35.91 | 46.53 | 2.04% | 14,424 | 0 | 3,292 |
67 | GMED | 215 | 51.80 | 66.18 | 0.47% | 14,229 | 0 | 3,092 |
0 | GRUB | 100 | 110.44 | 6.72 | 0.00% | 672 | 0 | -10,372 |
138 | GWRE | 115 | 93.84 | 79.99 | 1.52% | 9,199 | 0 | -1,593 |
15 | HCSG | 250 | 44.09 | 16.86 | 0.36% | 4,215 | 0 | -6,806 |
566 | HEI | 150 | 73.96 | 140.63 | 2.75% | 21,094 | 0 | 10,000 |
656 | HEI.A | 175 | 62.40 | 115.25 | 3.36% | 20,169 | 0 | 9,249 |
34 | HLI | 210 | 51.74 | 83.82 | 0.19% | 17,602 | 0 | 6,736 |
97 | HQY | 140 | 80.33 | 60.97 | 1.14% | 8,536 | 0 | -2,710 |
777 | HTHT | 260 | 43.06 | 30.29 | 10.95% | 7,875 | 0 | -3,320 |
-68 | ICUI | 38 | 295.82 | 179.47 | -0.98% | 6,820 | 0 | -4,421 |
385 | IDCC | 130 | 85.02 | 63.20 | 4.91% | 8,216 | 0 | -2,837 |
314 | IEX | 80 | 138.94 | 189.16 | 2.12% | 15,133 | 0 | 4,017 |
418 | IIVI | 250 | 43.40 | 58.24 | 2.95% | 14,560 | 0 | 3,710 |
43 | INGN | 55 | 203.55 | 25.85 | 3.15% | 1,422 | 0 | -9,774 |
280 | JAZZ | 62 | 179.98 | 152.53 | 3.05% | 9,457 | 0 | -1,702 |
0 | JCOM | 123 | 90.30 | 114.10 | 0.00% | 14,034 | 0 | 2,927 |
213 | JNPR | 380 | 28.46 | 30.63 | 1.86% | 11,639 | 0 | 823 |
0 | JOBS | 115 | 95.73 | 60.90 | 0.00% | 7,004 | 0 | -4,005 |
94 | KAR | 190 | 57.84 | 15.65 | 3.27% | 2,974 | 0 | -8,016 |
590 | KBH | 410 | 28.11 | 34.41 | 4.37% | 14,108 | 0 | 2,581 |
231 | KMT | 300 | 36.68 | 27.66 | 2.86% | 8,298 | 0 | -2,708 |
145 | KWR | 27 | 164.41 | 149.34 | 3.72% | 4,032 | 314 | -407 |
1,053 | LAD | 110 | 98.91 | 302.35 | 3.27% | 33,258 | 0 | 22,378 |
353 | LECO | 120 | 90.26 | 133.56 | 2.25% | 16,027 | 0 | 5,196 |
166 | LGND | 50 | 215.97 | 86.52 | 4.00% | 4,326 | 0 | -6,473 |
338 | LOGI | 240 | 45.35 | 58.89 | 2.45% | 14,134 | 0 | 3,248 |
0 | LOGM | 103 | 108.67 | 86.04 | 0.00% | 8,862 | 0 | -2,331 |
10 | LOPE | 95 | 115.64 | 89.06 | 0.11% | 8,461 | 0 | -2,525 |
283 | LSTR | 98 | 113.62 | 154.47 | 1.91% | 15,138 | 0 | 4,003 |
2,311 | LULU | 87 | 126.88 | 287.22 | 10.19% | 24,988 | 0 | 13,950 |
-221 | MAN | 120 | 88.99 | 87.97 | -2.05% | 10,556 | 0 | -122 |
48 | MOMO | 240 | 46.21 | 5.39 | 3.85% | 1,294 | 0 | -9,797 |
1,625 | MPWR | 81 | 138.56 | 421.67 | 4.99% | 34,155 | 0 | 22,932 |
81 | NATI | 245 | 43.81 | 34.68 | 0.96% | 8,497 | 0 | -2,237 |
-22 | NEOG | 260 | 42.09 | 26.22 | -0.32% | 6,817 | 0 | -4,126 |
-107 | NHI | 146 | 75.20 | 58.38 | -1.23% | 8,523 | 0 | -2,456 |
169 | NOAH | 222 | 49.20 | 17.17 | 4.63% | 3,812 | 0 | -7,112 |
146 | NRZ | 585 | 18.20 | 11.10 | 2.30% | 6,494 | 0 | -4,151 |
753 | NXST | 140 | 77.72 | 171.24 | 3.24% | 23,974 | 0 | 13,092 |
58 | NYT | 415 | 26.35 | 33.22 | 0.42% | 13,786 | 0 | 2,851 |
1,038 | ODFL | 110 | 101.55 | 260.80 | 3.76% | 28,688 | 0 | 17,518 |
22 | OGE | 200 | 34.24 | 41.03 | 0.27% | 8,206 | 732 | 1,358 |
442 | OLED | 120 | 92.12 | 123.65 | 3.07% | 14,838 | 0 | 3,783 |
115 | OMAB | 245 | 45.41 | 57.46 | 0.82% | 14,078 | 0 | 2,953 |
0 | ORBK | 175 | 62.72 | 65.77 | 0.00% | 11,510 | 0 | 534 |
250 | OSK | 150 | 73.30 | 92.94 | 1.83% | 13,941 | 0 | 2,947 |
84 | PAC | 110 | 99.47 | 144.87 | 0.53% | 15,936 | 0 | 4,993 |
0 | PE | 335 | 32.93 | 16.93 | 0.00% | 5,672 | 0 | -5,360 |
777 | PFGC | 300 | 36.85 | 43.50 | 6.33% | 13,050 | 0 | 1,995 |
207 | PNFP | 170 | 64.52 | 80.33 | 1.54% | 13,656 | 0 | 2,687 |
0 | POL | 247 | 44.66 | 25.41 | 0.00% | 6,276 | 0 | -4,754 |
352 | PRI | 105 | 105.12 | 125.08 | 2.75% | 13,133 | 0 | 2,095 |
119 | PRLB | 85 | 128.45 | 47.27 | 3.05% | 4,018 | 0 | -6,900 |
0 | PSXP | 220 | 50.66 | 42.01 | 0.00% | 9,242 | 0 | -1,902 |
718 | PWR | 315 | 34.39 | 120.64 | 1.93% | 38,002 | 0 | 27,169 |
226 | RE | 46 | 234.91 | 279.33 | 1.79% | 12,849 | 0 | 2,043 |
259 | REXR | 345 | 31.44 | 63.05 | 1.20% | 21,752 | 0 | 10,905 |
125 | RNR | 89 | 124.78 | 152.47 | 0.93% | 13,570 | 0 | 2,464 |
153 | ROG | 92 | 120.12 | 262.00 | 0.64% | 24,104 | 0 | 13,053 |
423 | ROL | 450 | 24.38 | 36.26 | 2.66% | 16,317 | 0 | 5,348 |
812 | ROLL | 80 | 135.53 | 169.12 | 6.38% | 13,530 | 0 | 2,688 |
76 | SAFM | 100 | 107.82 | 194.51 | 0.39% | 19,451 | 0 | 8,669 |
293 | SANM | 345 | 31.25 | 42.97 | 2.02% | 14,825 | 0 | 4,043 |
256 | SBGI | 400 | 32.98 | 23.91 | 2.75% | 9,564 | 0 | -3,626 |
475 | SFM | 480 | 23.11 | 26.15 | 3.93% | 12,552 | 0 | 1,462 |
203 | SHOO | 308 | 35.97 | 36.66 | 1.83% | 11,291 | 0 | 211 |
0 | SINA | 132 | 85.10 | 43.26 | 0.00% | 5,710 | 0 | -5,523 |
607 | SKX | 355 | 31.04 | 37.68 | 4.75% | 13,376 | 0 | 2,357 |
684 | SLAB | 105 | 103.25 | 147.99 | 4.60% | 15,539 | 0 | 4,698 |
462 | SMG | 125 | 87.40 | 93.30 | 4.13% | 11,662 | 0 | 738 |
340 | SNX | 107 | 103.78 | 100.19 | 3.28% | 10,720 | 0 | -384 |
932 | SPLK | 105 | 100.62 | 102.00 | 9.54% | 10,710 | 0 | 144 |
469 | SSD | 170 | 64.21 | 106.25 | 2.67% | 18,062 | 0 | 7,147 |
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 |
40 | SUPN | 210 | 52.27 | 27.46 | 0.70% | 5,767 | 0 | -5,211 |
235 | TCBI | 115 | 95.07 | 54.96 | 3.85% | 6,320 | 0 | -4,613 |
-118 | TGS | 740 | 14.61 | 6.64 | -2.35% | 4,914 | 0 | -5,898 |
592 | TPH | 650 | 16.99 | 21.41 | 4.44% | 13,916 | 0 | 2,873 |
595 | TPL | 13 | 737.85 | 1,532.59 | 3.08% | 19,924 | 0 | 10,332 |
912 | TREX | 320 | 33.98 | 65.35 | 4.56% | 20,912 | 0 | 10,038 |
500 | TSCO | 55 | 77.33 | 185.87 | 5.15% | 10,223 | 1,405 | 5,969 |
221 | TSEM | 480 | 22.17 | 47.46 | 0.98% | 22,781 | 0 | 12,139 |
24 | TTD | 9 | 94.69 | 49.05 | 5.87% | 441 | 4,508 | -411 |
531 | TX | 300 | 36.12 | 44.55 | 4.14% | 13,365 | 0 | 2,528 |
573 | TXRH | 165 | 67.05 | 79.29 | 4.58% | 13,083 | 0 | 2,020 |
0 | UBNT | 28 | 88.07 | 110.59 | 0.00% | 3,097 | 1,123 | 631 |
641 | UFPI | 285 | 38.05 | 77.04 | 3.01% | 21,956 | 0 | 11,112 |
-329 | UTHR | 90 | 123.52 | 224.73 | -1.60% | 20,226 | 0 | 9,109 |
350 | VAC | 93 | 118.77 | 145.85 | 2.65% | 13,564 | 0 | 2,519 |
292 | VNOM | 325 | 33.41 | 31.66 | 2.93% | 10,290 | 0 | -567 |
170 | VSH | 425 | 26.00 | 20.07 | 2.03% | 8,530 | 0 | -2,520 |
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 |
2,704 | WSM | 180 | 61.65 | 130.00 | 13.06% | 23,400 | 0 | 12,303 |
357 | WWD | 140 | 78.66 | 99.91 | 2.62% | 13,987 | 0 | 2,974 |
338 | WWE | 145 | 75.31 | 66.09 | 3.65% | 9,583 | 0 | -1,337 |
-81 | YRD | 600 | 21.02 | 1.67 | -7.50% | 999 | 0 | -11,610 |
483 | YY | 112 | 99.42 | 40.81 | 11.81% | 4,571 | 0 | -6,565 |
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 |
---|
Payment Date | Ex-Dividend Date | Ticker | Position | Dividend Per Share | Total Dividend (USD) |
---|