3837
Buttonwood
Best of the Best - Expanded Weighted Portfolio (160 stocks)
1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
---|---|---|---|---|---|---|---|---|
0 | AAON | 390 | 33.99 | 71.80 | 0.17% | 28,002 | 0 | 14,744 |
0 | AAPL | 260 | 38.66 | 136.94 | 3.60% | 35,603 | 7,040 | 25,552 |
0 | ABC | 170 | 73.52 | 104.94 | 1.13% | 17,839 | 0 | 5,340 |
0 | ABT | 90 | 70.52 | 113.36 | 0.19% | 10,202 | 0 | 3,856 |
0 | ACGL | 100 | 43.59 | 34.42 | -0.53% | 3,442 | 0 | -918 |
0 | ACN | 140 | 138.28 | 258.38 | -1.34% | 36,173 | 0 | 16,815 |
0 | ADBE | 60 | 219.60 | 472.41 | 0.55% | 28,345 | 0 | 15,169 |
0 | ADI | 75 | 84.27 | 159.24 | -0.42% | 11,943 | 0 | 5,622 |
0 | ADP | 100 | 129.53 | 161.07 | -0.78% | 16,107 | 0 | 3,154 |
0 | ADS | 85 | 147.50 | 71.37 | -2.06% | 6,066 | 0 | -6,471 |
0 | AFL | 140 | 44.69 | 46.43 | -1.34% | 6,501 | 0 | 244 |
0 | AGN | 45 | 132.20 | 193.09 | 0.00% | 8,689 | 0 | 2,740 |
0 | ALGN | 65 | 204.83 | 543.93 | -3.56% | 35,355 | 0 | 22,041 |
0 | ALXN | 130 | 95.81 | 158.03 | 0.11% | 20,544 | 0 | 8,089 |
0 | AMAT | 200 | 32.15 | 108.02 | 0.18% | 21,604 | 4,841 | 15,174 |
0 | AME | 150 | 66.67 | 119.86 | -0.45% | 17,979 | 4,597 | 7,978 |
0 | AMGN | 65 | 192.47 | 252.14 | -0.36% | 16,389 | 0 | 3,878 |
0 | AMT | 80 | 156.34 | 222.48 | -0.21% | 17,799 | 0 | 5,291 |
0 | ANSS | 100 | 140.10 | 371.93 | -1.84% | 37,193 | 0 | 23,183 |
0 | ANTM | 75 | 258.97 | 322.19 | 0.36% | 24,164 | 0 | 4,742 |
0 | AON | 45 | 140.66 | 209.96 | -1.06% | 9,448 | 0 | 3,118 |
0 | APD | 85 | 160.14 | 282.94 | -1.53% | 24,050 | 0 | 10,438 |
0 | APH | 250 | 79.64 | 133.33 | -0.67% | 33,332 | 0 | 13,421 |
0 | ATR | 140 | 92.85 | 138.15 | -1.76% | 19,341 | 0 | 6,342 |
0 | ATRI | 5 | 774.12 | 709.89 | -0.49% | 3,549 | 0 | -321 |
0 | ATVI | 285 | 45.20 | 94.64 | -0.65% | 26,972 | 0 | 14,089 |
0 | AVGO | 80 | 247.54 | 467.05 | 1.11% | 37,364 | 0 | 17,560 |
0 | AVY | 70 | 88.80 | 160.11 | 0.27% | 11,208 | 0 | 4,991 |
0 | AZO | 5 | 1,130.31 | 1,246.86 | 0.57% | 6,234 | 68 | 583 |
0 | AZZ | 30 | 38.07 | 48.46 | -0.20% | 1,454 | 0 | 312 |
0 | BABA | 95 | 134.12 | 259.99 | -2.36% | 24,699 | 0 | 11,957 |
0 | BDX | 60 | 222.04 | 262.30 | -0.36% | 15,738 | 0 | 2,416 |
0 | BF.B | 30 | 57.53 | 73.22 | -0.18% | 2,197 | 0 | 471 |
0 | BKNG | 10 | 1,693.92 | 2,108.19 | -2.47% | 21,082 | 0 | 4,143 |
0 | BLL | 300 | 45.16 | 91.55 | -0.95% | 27,465 | 0 | 13,916 |
0 | CACI | 5 | 205.25 | 248.97 | -0.38% | 1,245 | 0 | 219 |
0 | CALM | 75 | 43.23 | 37.23 | 1.61% | 2,792 | 0 | -450 |
0 | CAR | 270 | 22.12 | 41.89 | 1.27% | 11,310 | 0 | 5,338 |
0 | CASY | 70 | 127.50 | 196.41 | 0.72% | 13,749 | 3,613 | 4,824 |
0 | CBRL | 75 | 157.69 | 140.03 | -2.39% | 10,502 | 0 | -1,325 |
0 | CBSH | 21 | 58.93 | 68.22 | -0.85% | 1,433 | 0 | 195 |
0 | CCI | 60 | 107.45 | 159.65 | 0.22% | 9,579 | 0 | 3,132 |
0 | CDNS | 315 | 42.67 | 138.62 | -1.05% | 43,665 | 0 | 30,223 |
0 | CHD | 200 | 65.64 | 85.20 | 0.41% | 17,040 | 0 | 3,911 |
0 | CHDN | 25 | 135.11 | 210.41 | -1.23% | 5,260 | 0 | 1,882 |
0 | CHE | 1 | 346.90 | 545.74 | 0.71% | 546 | 0 | 199 |
0 | CHRW | 150 | 83.16 | 98.05 | -0.90% | 14,708 | 0 | 2,234 |
0 | CHTR | 20 | 279.61 | 650.33 | 1.16% | 13,007 | 4,965 | 7,414 |
0 | CINF | 80 | 76.51 | 88.39 | -4.57% | 7,071 | 0 | 950 |
0 | CL | 200 | 59.24 | 79.38 | -1.21% | 15,875 | 0 | 4,027 |
0 | CLX | 85 | 152.79 | 197.12 | 0.17% | 16,755 | 0 | 3,768 |
0 | CMCSA | 185 | 33.45 | 49.22 | 0.70% | 9,107 | 0 | 2,919 |
0 | CNC | 350 | 56.95 | 62.81 | 0.53% | 21,984 | 0 | 2,049 |
0 | CODI | 50 | 24.64 | 21.41 | 0.45% | 1,070 | 0 | -162 |
0 | COST | 30 | 200.61 | 363.12 | 0.42% | 10,894 | 3,579 | 4,875 |
0 | CPRT | 35 | 87.97 | 115.88 | -0.44% | 4,056 | 0 | 977 |
0 | CRM | 105 | 133.41 | 222.77 | -0.31% | 23,391 | 0 | 9,383 |
0 | CSL | 33 | 151.85 | 153.32 | -1.82% | 5,060 | 0 | 48 |
0 | CTAS | 40 | 165.70 | 331.85 | -0.06% | 13,274 | 0 | 6,646 |
0 | CTSH | 317 | 62.71 | 80.82 | -1.39% | 25,620 | 0 | 5,739 |
0 | CTXS | 25 | 110.34 | 127.39 | -4.04% | 3,185 | 0 | 426 |
0 | CUB | 50 | 60.00 | 65.86 | -0.08% | 3,293 | 0 | 293 |
0 | CVCO | 10 | 194.63 | 193.83 | -0.67% | 1,938 | 0 | -8 |
0 | DCI | 95 | 52.27 | 58.81 | -0.79% | 5,587 | 0 | 621 |
0 | DE | 45 | 146.76 | 305.21 | 1.26% | 13,734 | 0 | 7,130 |
0 | DHR | 130 | 102.02 | 233.61 | -1.48% | 30,369 | 0 | 17,107 |
0 | DOV | 90 | 69.55 | 125.17 | -0.73% | 11,266 | 0 | 5,006 |
0 | DTE | 30 | 125.25 | 122.47 | 0.05% | 3,674 | 0 | -83 |
0 | DUK | 30 | 89.58 | 90.22 | -0.74% | 2,707 | 0 | 19 |
0 | EBF | 100 | 20.64 | 18.59 | -1.22% | 1,859 | 0 | -205 |
0 | ECL | 90 | 145.42 | 214.32 | -2.05% | 19,289 | 0 | 6,201 |
0 | EFX | 65 | 92.19 | 178.92 | 0.39% | 11,630 | 0 | 5,637 |
0 | ELS | 20 | 67.69 | 61.76 | 0.41% | 1,235 | 0 | -119 |
0 | ELY | 300 | 15.16 | 28.66 | -1.04% | 8,600 | 2,849 | 4,050 |
0 | ENSG | 50 | 43.43 | 83.29 | -2.33% | 4,164 | 0 | 1,993 |
0 | EQT | 330 | 18.59 | 16.04 | -0.74% | 5,292 | 0 | -842 |
0 | ESLT | 15 | 162.06 | 135.04 | -1.53% | 2,026 | 0 | -405 |
0 | ESS | 50 | 301.10 | 245.01 | -0.11% | 12,250 | 0 | -2,804 |
0 | ETN | 90 | 67.86 | 125.22 | -0.81% | 11,270 | 0 | 5,162 |
0 | EW | 3 | 60.25 | 87.41 | -0.77% | 262 | 0 | 81 |
0 | EXPD | 302 | 67.77 | 94.20 | -0.03% | 28,450 | 0 | 7,983 |
0 | EXPO | 1 | 56.77 | 92.18 | -4.75% | 92 | 0 | 35 |
0 | FAST | 480 | 25.64 | 48.25 | -0.80% | 23,160 | 0 | 10,850 |
0 | FDS | 1 | 281.91 | 324.94 | -0.76% | 325 | 0 | 43 |
0 | FIS | 130 | 99.92 | 133.57 | 1.70% | 17,364 | 0 | 4,374 |
0 | FISV | 180 | 72.27 | 108.97 | -0.26% | 19,615 | 0 | 6,607 |
0 | FIX | 30 | 50.92 | 58.15 | 1.00% | 1,745 | 0 | 217 |
0 | FL | 50 | 40.05 | 47.95 | 0.64% | 2,398 | 0 | 395 |
0 | FLO | 705 | 18.36 | 22.18 | -0.78% | 15,640 | 0 | 2,697 |
0 | GD | 40 | 155.45 | 151.16 | -1.90% | 6,046 | 0 | -172 |
0 | GGG | 1 | 48.09 | 76.10 | -0.82% | 76 | 0 | 28 |
0 | GHC | 10 | 721.89 | 561.45 | -0.06% | 5,614 | 0 | -1,604 |
0 | GILD | 315 | 61.83 | 67.00 | -1.46% | 21,105 | 0 | 1,629 |
0 | GIS | 160 | 38.70 | 55.23 | -0.26% | 8,838 | 0 | 2,646 |
0 | GNTX | 100 | 28.40 | 36.59 | 0.14% | 3,658 | 0 | 818 |
0 | GOOGL | 10 | 1,026.60 | 1,882.15 | 0.01% | 18,822 | 2,865 | 8,556 |
0 | GPC | 130 | 95.06 | 102.17 | 2.04% | 13,283 | 0 | 925 |
0 | GPN | 130 | 101.55 | 189.14 | -0.93% | 24,589 | 0 | 11,387 |
0 | HAS | 160 | 80.01 | 97.06 | 2.48% | 15,530 | 0 | 2,728 |
0 | HCA | 15 | 143.25 | 167.76 | -0.44% | 2,516 | 0 | 368 |
0 | HDB | 16 | 59.70 | 73.34 | -2.40% | 1,173 | 0 | 218 |
0 | HEI | 265 | 76.53 | 131.59 | -3.78% | 34,871 | 0 | 14,590 |
0 | HELE | 1 | 149.00 | 234.29 | 1.94% | 234 | 0 | 85 |
0 | HNI | 50 | 39.29 | 34.42 | 0.48% | 1,721 | 0 | -244 |
0 | HRL | 465 | 42.21 | 45.22 | 1.14% | 21,027 | 0 | 1,397 |
0 | HRS | 95 | 132.97 | 189.19 | 0.00% | 17,973 | 0 | 5,341 |
0 | HSIC | 255 | 76.49 | 68.46 | -2.56% | 17,457 | 0 | -2,048 |
0 | HUBS | 7 | 163.10 | 388.44 | -1.86% | 2,719 | 0 | 1,577 |
0 | ICLR | 1 | 161.10 | 217.89 | -1.31% | 218 | 0 | 57 |
0 | IDXX | 70 | 182.78 | 496.56 | 0.27% | 34,759 | 0 | 21,965 |
0 | ILMN | 45 | 295.22 | 405.27 | 0.44% | 18,237 | 0 | 4,952 |
0 | INTC | 200 | 45.84 | 62.98 | 7.21% | 12,596 | 2,757 | 3,429 |
0 | INTU | 65 | 191.94 | 382.06 | -1.91% | 24,834 | 0 | 12,358 |
0 | IPAR | 50 | 67.73 | 61.42 | -1.78% | 3,071 | 0 | -316 |
0 | IR | 30 | 132.00 | 45.81 | -0.61% | 1,374 | 0 | -2,586 |
0 | ISRG | 30 | 468.61 | 799.00 | -0.04% | 23,970 | 0 | 9,912 |
0 | IT | 50 | 126.04 | 161.48 | -0.12% | 8,074 | 0 | 1,772 |
0 | ITIC | 6 | 160.25 | 149.60 | 0.61% | 898 | 0 | -64 |
0 | ITW | 40 | 124.58 | 204.24 | -0.47% | 8,170 | 5,950 | 3,186 |
0 | JKHY | 1 | 137.47 | 153.29 | -1.08% | 153 | 0 | 16 |
0 | KSU | 65 | 94.33 | 213.52 | -1.15% | 13,879 | 0 | 7,747 |
0 | KWR | 50 | 198.74 | 269.30 | -2.48% | 13,465 | 0 | 3,528 |
0 | L | 140 | 44.80 | 46.62 | -1.58% | 6,528 | 0 | 256 |
0 | LANC | 70 | 177.39 | 174.75 | -0.17% | 12,232 | 0 | -185 |
0 | LCII | 80 | 65.61 | 143.11 | -0.41% | 11,449 | 4,533 | 6,200 |
0 | LECO | 30 | 92.91 | 121.06 | -0.93% | 3,632 | 0 | 844 |
0 | LH | 50 | 125.47 | 228.09 | -0.50% | 11,404 | 0 | 5,131 |
0 | LII | 4 | 268.81 | 294.00 | 1.58% | 1,176 | 0 | 101 |
0 | LLL | 35 | 171.73 | 245.83 | 0.00% | 8,604 | 0 | 2,593 |
0 | LMT | 35 | 290.36 | 339.63 | -0.67% | 11,887 | 0 | 1,725 |
0 | LOW | 60 | 90.94 | 172.82 | 0.07% | 10,369 | 3,720 | 4,913 |
0 | LSTR | 1 | 112.44 | 152.82 | -2.63% | 153 | -11 | 40 |
0 | LUV | 270 | 46.09 | 47.84 | -0.69% | 12,915 | 0 | 470 |
0 | LYB | 155 | 81.52 | 92.72 | -1.89% | 14,372 | 0 | 1,737 |
0 | MA | 70 | 186.30 | 334.98 | -0.11% | 23,449 | 0 | 10,407 |
0 | MAR | 60 | 106.67 | 126.74 | -0.15% | 7,605 | 0 | 1,204 |
0 | MCHP | 85 | 70.17 | 152.53 | 0.03% | 12,965 | 0 | 7,001 |
0 | MCK | 115 | 110.15 | 182.76 | -0.78% | 21,018 | 0 | 8,351 |
0 | MDT | 140 | 89.61 | 118.08 | -1.11% | 16,531 | 0 | 3,985 |
0 | MED | 50 | 106.29 | 221.19 | -0.75% | 11,060 | 0 | 5,745 |
0 | MELI | 1 | 613.51 | 1,940.76 | -2.06% | 1,941 | 0 | 1,327 |
0 | MGEE | 105 | 59.56 | 65.97 | -0.10% | 6,927 | 0 | 673 |
0 | MIDD | 20 | 116.25 | 137.17 | -0.86% | 2,743 | 0 | 418 |
0 | MKC | 95 | 137.82 | 91.50 | -0.44% | 8,692 | 0 | -4,400 |
0 | MKTX | 30 | 209.03 | 514.99 | -0.46% | 15,450 | 5,098 | 9,178 |
0 | MLAB | 1 | 185.30 | 288.98 | -1.42% | 289 | 0 | 104 |
0 | MMM | 35 | 188.01 | 170.80 | 0.24% | 5,978 | 0 | -602 |
0 | MNST | 265 | 48.56 | 89.24 | -0.44% | 23,649 | 0 | 10,779 |
0 | MO | 400 | 48.99 | 41.95 | -0.46% | 16,780 | 0 | -2,816 |
0 | MRTN | 1,545 | 11.38 | 17.71 | -0.62% | 27,362 | 0 | 9,773 |
0 | MSCI | 90 | 145.08 | 415.16 | -1.08% | 37,365 | 0 | 24,307 |
0 | MSFT | 135 | 99.16 | 224.74 | 0.01% | 30,341 | 0 | 16,954 |
0 | MTN | 60 | 208.90 | 273.47 | 2.01% | 16,408 | 0 | 3,874 |
0 | NEE | 80 | 58.43 | 83.88 | -0.46% | 6,711 | 0 | 2,036 |
0 | NFLX | 25 | 258.89 | 579.64 | -1.31% | 14,491 | 0 | 8,019 |
0 | NHC | 25 | 86.20 | 68.71 | -1.58% | 1,718 | 0 | -437 |
0 | NI | 100 | 26.10 | 21.95 | -1.92% | 2,194 | 0 | -416 |
0 | NKE | 1 | 101.71 | 141.75 | -0.77% | 142 | 0 | 40 |
0 | NNN | 70 | 54.53 | 40.10 | 0.00% | 2,807 | 0 | -1,010 |
0 | NOC | 20 | 241.76 | 296.94 | -0.84% | 5,939 | 7,422 | 1,104 |
0 | NPK | 30 | 86.70 | 93.20 | 0.58% | 2,796 | 0 | 195 |
0 | NTES | 5 | 51.93 | 115.96 | 2.80% | 580 | 0 | 320 |
0 | NVO | 285 | 46.14 | 72.54 | 0.78% | 20,674 | 0 | 7,523 |
0 | ODFL | 106 | 81.25 | 208.31 | -0.45% | 22,081 | 6,952 | 13,468 |
0 | OFLX | 1 | 83.75 | 148.10 | -3.55% | 148 | 0 | 64 |
0 | OGE | 325 | 39.07 | 31.33 | -0.13% | 10,182 | 0 | -2,516 |
0 | OLLI | 190 | 65.31 | 93.32 | -0.43% | 17,731 | 0 | 5,322 |
0 | OLN | 150 | 16.93 | 26.12 | -1.30% | 3,919 | 0 | 1,380 |
0 | ORLY | 55 | 338.63 | 471.03 | 0.93% | 25,907 | 0 | 7,282 |
0 | OTEX | 1 | 44.12 | 47.01 | -1.09% | 47 | 0 | 3 |
0 | PATK | 420 | 29.54 | 72.80 | -2.63% | 30,576 | 0 | 18,169 |
0 | PAYX | 195 | 63.95 | 87.54 | -2.00% | 17,070 | 0 | 4,601 |
0 | PCAR | 220 | 56.05 | 98.82 | 10.51% | 21,740 | 0 | 9,408 |
0 | PEP | 120 | 109.33 | 139.64 | -1.24% | 16,757 | 0 | 3,637 |
0 | PETS | 525 | 23.20 | 30.38 | 2.55% | 15,950 | 0 | 3,767 |
0 | PG | 70 | 90.80 | 131.16 | -0.73% | 9,181 | 0 | 2,825 |
0 | PGR | 334 | 59.88 | 94.43 | -1.76% | 31,540 | 0 | 11,538 |
0 | PH | 50 | 146.27 | 279.25 | -2.72% | 13,962 | 4,108 | 6,649 |
0 | PII | 165 | 76.05 | 117.76 | 0.65% | 19,430 | 0 | 6,883 |
0 | POOL | 6 | 180.59 | 367.47 | 0.21% | 2,205 | 0 | 1,121 |
0 | PPG | 60 | 101.33 | 144.25 | -0.30% | 8,655 | 0 | 2,575 |
0 | PSA | 65 | 201.10 | 222.05 | -1.35% | 14,433 | 0 | 1,361 |
0 | PZZA | 310 | 39.53 | 96.27 | -1.82% | 29,844 | 0 | 17,588 |
0 | RE | 30 | 214.88 | 231.92 | -2.05% | 6,958 | 0 | 511 |
0 | RGLD | 20 | 119.14 | 105.66 | -1.94% | 2,113 | 0 | -270 |
0 | RJF | 85 | 73.28 | 102.61 | -0.86% | 8,722 | 0 | 2,493 |
0 | RLI | 10 | 91.37 | 100.87 | -1.51% | 1,009 | 0 | 95 |
0 | RMD | 120 | 111.83 | 217.38 | -0.62% | 26,086 | 0 | 12,666 |
0 | ROG | 1 | 198.91 | 164.34 | -4.88% | 164 | 0 | -35 |
0 | ROK | 85 | 149.80 | 268.18 | 1.49% | 22,795 | 0 | 10,062 |
0 | ROL | 300 | 26.32 | 37.27 | -1.49% | 11,182 | 0 | 3,288 |
0 | ROP | 50 | 262.66 | 422.45 | 0.43% | 21,123 | 0 | 7,990 |
0 | ROST | 100 | 82.14 | 115.49 | 0.27% | 11,549 | 4,536 | 3,335 |
0 | RSG | 100 | 71.28 | 94.09 | -0.69% | 9,409 | 2,728 | 2,281 |
0 | RTN | 10 | 217.07 | 116.97 | 0.00% | 1,170 | 0 | -1,001 |
0 | SAM | 50 | 238.43 | 920.05 | -0.08% | 46,002 | 0 | 34,081 |
0 | SBAC | 40 | 160.53 | 272.73 | 0.07% | 10,909 | 0 | 4,488 |
0 | SHW | 35 | 390.75 | 737.39 | 0.10% | 25,809 | 0 | 12,133 |
0 | SIVB | 65 | 186.80 | 455.92 | -1.37% | 29,635 | 0 | 17,492 |
0 | SJM | 70 | 93.33 | 113.39 | -0.63% | 7,937 | 0 | 1,404 |
0 | SJW | 50 | 69.19 | 66.89 | -0.45% | 3,344 | 0 | -115 |
0 | SPGI | 80 | 167.13 | 318.33 | -1.31% | 25,466 | 0 | 12,096 |
0 | STZ | 75 | 160.32 | 228.70 | 0.33% | 17,152 | 0 | 5,128 |
0 | SUI | 60 | 101.11 | 146.36 | 0.26% | 8,782 | 0 | 2,715 |
0 | SWK | 100 | 117.34 | 177.66 | 0.57% | 17,766 | 0 | 6,032 |
0 | SWKS | 190 | 65.74 | 163.68 | 0.48% | 31,099 | 0 | 18,608 |
0 | SYK | 85 | 156.63 | 244.10 | -0.52% | 20,748 | 0 | 7,435 |
0 | SYY | 205 | 62.13 | 76.98 | -0.20% | 15,781 | 0 | 3,044 |
0 | TDG | 4 | 505.50 | 574.62 | -0.53% | 2,298 | 0 | 276 |
0 | TDY | 14 | 345.09 | 388.66 | 0.20% | 5,441 | 0 | 610 |
0 | TECH | 20 | 219.88 | 355.80 | -0.25% | 7,116 | 0 | 2,718 |
0 | TFX | 15 | 334.15 | 388.81 | -1.26% | 5,832 | 0 | 820 |
0 | TIF | 25 | 126.37 | 131.47 | 0.00% | 3,287 | 0 | 127 |
0 | TJX | 200 | 44.14 | 68.19 | -0.26% | 13,639 | 3,818 | 4,811 |
0 | TMO | 30 | 220.53 | 513.29 | -0.59% | 15,399 | 0 | 8,783 |
0 | TNC | 60 | 78.86 | 74.30 | 0.83% | 4,458 | 0 | -274 |
0 | TPL | 1 | 799.16 | 818.84 | -2.37% | 819 | 0 | 20 |
0 | TR | 397 | 32.40 | 29.66 | -0.27% | 11,775 | 0 | -1,090 |
0 | TRV | 55 | 117.61 | 148.55 | 2.29% | 8,170 | 0 | 1,701 |
0 | TSCO | 242 | 81.97 | 155.41 | -0.06% | 37,609 | 0 | 17,771 |
0 | TTC | 200 | 55.23 | 100.38 | 0.17% | 20,077 | 3,491 | 9,030 |
0 | UHS | 105 | 115.30 | 130.96 | -0.68% | 13,751 | 0 | 1,644 |
0 | UL | 45 | 56.70 | 59.99 | 0.65% | 2,700 | 0 | 148 |
0 | UNH | 25 | 245.29 | 355.86 | 1.56% | 8,896 | 0 | 2,764 |
0 | UNP | 45 | 135.60 | 208.61 | -4.47% | 9,388 | 0 | 3,286 |
0 | UTX | 50 | 131.71 | 85.94 | 0.00% | 4,297 | 0 | -2,288 |
0 | V | 70 | 129.63 | 205.29 | -0.57% | 14,371 | 4,193 | 5,297 |
0 | VAC | 50 | 69.32 | 139.86 | 0.68% | 6,993 | 6,350 | 3,527 |
0 | VAR | 1 | 123.83 | 175.62 | -0.17% | 176 | 0 | 52 |
0 | VFC | 280 | 69.95 | 84.30 | 2.23% | 23,605 | 0 | 4,018 |
0 | VLO | 15 | 94.25 | 58.95 | -2.62% | 884 | 0 | -530 |
0 | WAT | 75 | 186.10 | 271.96 | 0.20% | 20,397 | 0 | 6,439 |
0 | WDFC | 1 | 175.39 | 283.72 | 0.57% | 284 | 0 | 108 |
0 | WEC | 90 | 69.07 | 87.98 | -0.60% | 7,919 | 0 | 1,702 |
0 | WIRE | 30 | 58.34 | 60.16 | -3.52% | 1,805 | 0 | 55 |
0 | WSO | 10 | 178.34 | 245.98 | -1.13% | 2,460 | 0 | 676 |
0 | WST | 1 | 132.78 | 299.88 | -1.86% | 300 | 0 | 167 |
0 | WTR | 60 | 43.70 | 51.96 | 0.00% | 3,118 | 0 | 496 |
0 | YUM | 50 | 100.77 | 108.02 | -1.44% | 5,401 | 0 | 363 |
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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