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 | 74.55 | 0.84% | 29,074 | 0 | 15,816 |
0 | AAPL | 260 | 38.66 | 146.17 | 1.55% | 38,004 | 7,040 | 27,954 |
0 | ABC | 170 | 73.52 | 163.81 | -0.70% | 27,848 | 0 | 15,348 |
0 | ABT | 90 | 70.52 | 109.91 | -0.91% | 9,891 | 0 | 3,545 |
0 | ACGL | 100 | 43.59 | 64.06 | -1.14% | 6,406 | 0 | 2,047 |
0 | ACN | 140 | 138.28 | 277.13 | 1.04% | 38,799 | 0 | 19,440 |
0 | ADBE | 60 | 219.60 | 371.00 | 1.46% | 22,260 | 0 | 9,084 |
0 | ADI | 75 | 84.27 | 170.88 | 0.25% | 12,816 | 0 | 6,495 |
0 | ADP | 100 | 129.53 | 220.71 | -2.11% | 22,071 | 0 | 9,118 |
0 | ADS | 85 | 147.50 | 56.80 | 0.00% | 4,828 | 0 | -7,710 |
0 | AFL | 140 | 44.69 | 72.84 | -0.03% | 10,198 | 0 | 3,942 |
0 | AGN | 45 | 132.20 | 193.02 | 0.00% | 8,686 | 0 | 2,737 |
0 | ALGN | 65 | 204.83 | 268.99 | 2.32% | 17,484 | 0 | 4,170 |
0 | ALXN | 130 | 95.81 | 182.50 | 0.00% | 23,725 | 0 | 11,270 |
0 | AMAT | 200 | 32.15 | 112.60 | -2.40% | 22,520 | 4,841 | 16,090 |
0 | AME | 150 | 66.67 | 143.84 | 0.31% | 21,576 | 4,597 | 11,576 |
0 | AMGN | 65 | 192.47 | 253.65 | -0.50% | 16,487 | 0 | 3,976 |
0 | AMT | 80 | 156.34 | 220.49 | -0.10% | 17,640 | 0 | 5,132 |
0 | ANSS | 100 | 140.10 | 266.72 | 0.10% | 26,672 | 0 | 12,662 |
0 | ANTM | 75 | 258.97 | 482.58 | 0.00% | 36,194 | 0 | 16,771 |
0 | AON | 45 | 140.66 | 318.86 | -1.70% | 14,349 | 0 | 8,019 |
0 | APD | 85 | 160.14 | 314.41 | -0.70% | 26,725 | 0 | 13,113 |
0 | APH | 500 | 39.82 | 78.55 | 0.42% | 39,277 | 0 | 19,366 |
0 | ATR | 140 | 92.85 | 112.59 | -0.16% | 15,763 | 0 | 2,764 |
0 | ATRI | 5 | 774.12 | 648.53 | 1.03% | 3,243 | 0 | -628 |
0 | ATVI | 285 | 45.20 | 76.72 | 1.50% | 21,865 | 0 | 8,982 |
0 | AVGO | 80 | 247.54 | 591.76 | -0.96% | 47,341 | 0 | 27,537 |
0 | AVY | 70 | 88.80 | 187.26 | -0.56% | 13,108 | 0 | 6,892 |
0 | AZO | 5 | 1,130.31 | 2,370.20 | -1.90% | 11,851 | 68 | 6,199 |
0 | AZZ | 30 | 38.07 | 41.60 | -0.12% | 1,248 | 0 | 106 |
0 | BABA | 95 | 134.12 | 118.24 | -2.00% | 11,233 | 0 | -1,508 |
0 | BDX | 60 | 222.04 | 252.02 | 1.25% | 15,121 | 0 | 1,799 |
0 | BF.B | 30 | 57.53 | 66.76 | -0.49% | 2,003 | 0 | 277 |
0 | BKNG | 10 | 1,693.92 | 2,466.60 | 1.45% | 24,666 | 0 | 7,727 |
0 | BLL | 300 | 45.16 | 69.49 | 0.00% | 20,847 | 0 | 7,298 |
0 | CACI | 5 | 205.25 | 295.27 | -2.88% | 1,476 | 0 | 450 |
0 | CALM | 75 | 43.23 | 54.91 | 0.33% | 4,118 | 0 | 876 |
0 | CAR | 270 | 22.12 | 196.36 | 3.87% | 53,019 | 0 | 47,046 |
0 | CASY | 70 | 127.50 | 228.32 | -1.02% | 15,982 | 3,613 | 7,057 |
0 | CBRL | 75 | 157.69 | 109.78 | 0.76% | 8,234 | 0 | -3,593 |
0 | CBSH | 22 | 56.25 | 65.43 | 0.06% | 1,439 | 0 | 202 |
0 | CCI | 60 | 107.45 | 145.78 | -1.43% | 8,747 | 0 | 2,300 |
0 | CDNS | 315 | 42.67 | 185.05 | -0.34% | 58,291 | 0 | 44,848 |
0 | CHD | 200 | 65.64 | 79.50 | -2.16% | 15,900 | 0 | 2,771 |
0 | CHDN | 25 | 135.11 | 248.51 | -0.04% | 6,213 | 0 | 2,835 |
0 | CHE | 1 | 346.90 | 499.64 | -0.32% | 500 | 0 | 153 |
0 | CHRW | 150 | 83.16 | 98.09 | 0.58% | 14,713 | 0 | 2,240 |
0 | CHTR | 20 | 279.61 | 394.21 | -3.93% | 7,884 | 4,965 | 2,292 |
0 | CINF | 80 | 76.51 | 105.29 | -0.38% | 8,423 | 0 | 2,302 |
0 | CL | 200 | 59.24 | 71.71 | -4.98% | 14,342 | 0 | 2,494 |
0 | CLX | 85 | 152.79 | 140.30 | -1.02% | 11,925 | 0 | -1,062 |
0 | CMCSA | 185 | 33.45 | 39.59 | -2.07% | 7,323 | 0 | 1,136 |
0 | CNC | 350 | 56.95 | 75.20 | -1.80% | 26,322 | 0 | 6,388 |
0 | CODI | 50 | 24.64 | 21.46 | -0.16% | 1,073 | 0 | -159 |
0 | COST | 30 | 200.61 | 503.90 | 1.16% | 15,117 | 3,579 | 9,099 |
0 | CPRT | 70 | 43.99 | 67.14 | 0.59% | 4,700 | 0 | 1,621 |
0 | CRM | 105 | 133.41 | 164.53 | -0.33% | 17,276 | 0 | 3,268 |
0 | CSL | 33 | 151.85 | 249.17 | 2.41% | 8,223 | 0 | 3,212 |
0 | CTAS | 40 | 165.70 | 437.71 | -0.66% | 17,508 | 0 | 10,880 |
0 | CTSH | 317 | 62.71 | 65.67 | 1.63% | 20,819 | 0 | 938 |
0 | CTXS | 25 | 110.34 | 103.90 | 0.00% | 2,598 | 0 | -161 |
0 | CUB | 50 | 60.00 | 75.00 | 0.00% | 3,750 | 0 | 750 |
0 | CVCO | 10 | 194.63 | 268.90 | 0.81% | 2,689 | 0 | 743 |
0 | DCI | 95 | 52.27 | 61.61 | 0.32% | 5,853 | 0 | 888 |
0 | DE | 45 | 146.76 | 417.87 | -0.70% | 18,804 | 0 | 12,200 |
0 | DHR | 130 | 102.02 | 266.06 | 0.33% | 34,588 | 0 | 21,326 |
0 | DOV | 90 | 69.55 | 144.85 | 1.09% | 13,036 | 0 | 6,777 |
0 | DTE | 30 | 125.25 | 113.40 | 0.04% | 3,402 | 0 | -356 |
0 | DUK | 30 | 89.58 | 101.52 | 0.23% | 3,046 | 0 | 358 |
0 | EBF | 100 | 20.64 | 20.74 | -0.48% | 2,074 | 0 | 10 |
0 | ECL | 90 | 145.42 | 152.28 | 0.19% | 13,706 | 0 | 618 |
0 | EFX | 65 | 92.19 | 217.74 | 0.37% | 14,153 | 0 | 8,161 |
0 | ELS | 20 | 67.69 | 68.99 | 0.95% | 1,380 | 0 | 26 |
0 | ELY | 300 | 15.16 | 21.33 | 0.00% | 6,399 | 2,849 | 1,850 |
0 | ENSG | 50 | 43.43 | 91.51 | -0.55% | 4,576 | 0 | 2,404 |
0 | EQT | 330 | 18.59 | 32.99 | -0.30% | 10,888 | 0 | 4,755 |
0 | ESLT | 15 | 162.06 | 165.43 | 0.00% | 2,481 | 0 | 51 |
0 | ESS | 50 | 301.10 | 223.11 | 2.64% | 11,156 | 0 | -3,900 |
0 | ETN | 90 | 67.86 | 162.14 | 0.80% | 14,593 | 0 | 8,485 |
0 | EW | 3 | 60.25 | 78.06 | -0.04% | 234 | 0 | 53 |
0 | EXPD | 302 | 67.77 | 107.86 | -0.32% | 32,575 | 0 | 12,109 |
0 | EXPO | 1 | 56.77 | 101.32 | -0.21% | 101 | 0 | 45 |
0 | FAST | 480 | 25.64 | 50.34 | 1.43% | 24,161 | 0 | 11,851 |
0 | FDS | 1 | 281.91 | 425.23 | 1.19% | 425 | 0 | 143 |
0 | FIS | 130 | 99.92 | 75.22 | 0.43% | 9,779 | 0 | -3,212 |
0 | FISV | 180 | 72.27 | 106.53 | 0.33% | 19,175 | 0 | 6,168 |
0 | FIX | 30 | 50.92 | 119.14 | 0.02% | 3,574 | 0 | 2,047 |
0 | FL | 50 | 40.05 | 43.95 | 1.59% | 2,198 | 0 | 195 |
0 | FLO | 705 | 18.36 | 26.67 | 0.00% | 18,806 | 0 | 5,862 |
0 | GD | 40 | 155.45 | 227.20 | -0.44% | 9,088 | 0 | 2,870 |
0 | GGG | 1 | 48.09 | 67.24 | 1.05% | 67 | 0 | 19 |
0 | GHC | 10 | 721.89 | 634.40 | 0.23% | 6,344 | 0 | -875 |
0 | GILD | 315 | 61.83 | 83.68 | 0.15% | 26,359 | 0 | 6,883 |
0 | GIS | 160 | 38.70 | 77.91 | 1.55% | 12,465 | 0 | 6,274 |
0 | GNTX | 100 | 28.40 | 28.36 | -2.96% | 2,836 | 0 | -4 |
0 | GOOGL | 10 | 1,026.60 | 99.44 | 2.07% | 994 | 2,865 | -9,272 |
0 | GPC | 130 | 95.06 | 165.79 | -1.30% | 21,553 | 0 | 9,195 |
0 | GPN | 130 | 101.55 | 112.72 | 0.42% | 14,654 | 0 | 1,451 |
0 | HAS | 160 | 80.01 | 58.58 | -8.14% | 9,373 | 0 | -3,429 |
0 | HCA | 15 | 143.25 | 254.88 | 0.10% | 3,823 | 0 | 1,674 |
0 | HDB | 16 | 59.70 | 65.88 | -2.97% | 1,054 | 0 | 99 |
0 | HEI | 265 | 76.53 | 170.18 | 0.61% | 45,098 | 0 | 24,816 |
0 | HELE | 1 | 149.00 | 110.98 | 2.26% | 111 | 0 | -38 |
0 | HNI | 50 | 39.29 | 30.60 | 1.09% | 1,530 | 0 | -434 |
0 | HRL | 465 | 42.21 | 44.88 | 0.54% | 20,872 | 0 | 1,242 |
0 | HRS | 95 | 132.97 | 189.13 | 0.00% | 17,967 | 0 | 5,336 |
0 | HSIC | 255 | 76.49 | 86.15 | 0.72% | 21,968 | 0 | 2,463 |
0 | HUBS | 7 | 163.10 | 358.04 | -0.07% | 2,506 | 0 | 1,365 |
0 | ICLR | 1 | 161.10 | 227.96 | -1.39% | 228 | 0 | 67 |
0 | IDXX | 70 | 182.78 | 486.98 | -0.10% | 34,089 | 0 | 21,294 |
0 | ILMN | 45 | 295.22 | 213.94 | 0.61% | 9,627 | 0 | -3,658 |
0 | INTC | 200 | 45.84 | 28.20 | -6.14% | 5,640 | 2,757 | -3,527 |
0 | INTU | 65 | 191.94 | 422.87 | 2.56% | 27,487 | 0 | 15,011 |
0 | IPAR | 50 | 67.73 | 112.88 | 0.38% | 5,644 | 0 | 2,258 |
0 | IR | 30 | 132.00 | 55.60 | 0.33% | 1,668 | 0 | -2,292 |
0 | ISRG | 90 | 156.20 | 247.32 | -1.22% | 22,259 | 0 | 8,201 |
0 | IT | 50 | 126.04 | 331.60 | 0.80% | 16,580 | 0 | 10,278 |
0 | ITIC | 6 | 160.25 | 154.55 | -0.93% | 927 | 0 | -34 |
0 | ITW | 40 | 124.58 | 230.52 | 0.92% | 9,221 | 5,950 | 4,238 |
0 | JKHY | 1 | 137.47 | 180.83 | -0.22% | 181 | 0 | 43 |
0 | KSU | 65 | 94.33 | 293.59 | 0.00% | 19,083 | 0 | 12,952 |
0 | KWR | 50 | 198.74 | 188.86 | 1.04% | 9,443 | 0 | -494 |
0 | L | 140 | 44.80 | 61.00 | -0.29% | 8,540 | 0 | 2,268 |
0 | LANC | 70 | 177.39 | 191.14 | -1.29% | 13,380 | 0 | 962 |
0 | LCII | 80 | 65.61 | 108.02 | 1.35% | 8,642 | 4,533 | 3,393 |
0 | LECO | 30 | 92.91 | 163.29 | 1.64% | 4,899 | 0 | 2,112 |
0 | LH | 50 | 125.47 | 254.22 | 0.06% | 12,711 | 0 | 6,438 |
0 | LII | 4 | 268.81 | 249.42 | 0.57% | 998 | 0 | -78 |
0 | LLL | 35 | 171.73 | 0.84 | 0.00% | 29 | 0 | -5,981 |
0 | LMT | 35 | 290.36 | 459.99 | 0.04% | 16,100 | 0 | 5,937 |
0 | LOW | 60 | 90.94 | 202.43 | 0.26% | 12,146 | 3,720 | 6,689 |
0 | LSTR | 1 | 112.44 | 172.69 | 2.06% | 173 | -11 | 60 |
0 | LUV | 270 | 46.09 | 36.17 | 1.26% | 9,767 | 0 | -2,678 |
0 | LYB | 155 | 81.52 | 95.57 | 0.67% | 14,814 | 0 | 2,179 |
0 | MA | 70 | 186.30 | 373.58 | -0.84% | 26,151 | 0 | 13,109 |
0 | MAR | 60 | 106.67 | 174.35 | -0.04% | 10,461 | 0 | 4,060 |
0 | MCHP | 340 | 17.54 | 77.69 | -0.59% | 26,415 | 0 | 20,450 |
0 | MCK | 115 | 110.15 | 379.09 | -1.17% | 43,595 | 0 | 30,928 |
0 | MDT | 140 | 89.61 | 82.59 | 1.06% | 11,563 | 0 | -984 |
0 | MED | 50 | 106.29 | 113.86 | -0.44% | 5,693 | 0 | 379 |
0 | MELI | 1 | 613.51 | 1,221.88 | 3.04% | 1,222 | 0 | 608 |
0 | MGEE | 105 | 59.56 | 70.83 | 0.41% | 7,437 | 0 | 1,183 |
0 | MIDD | 20 | 116.25 | 154.11 | 2.64% | 3,082 | 0 | 757 |
0 | MKC | 95 | 137.82 | 74.47 | 1.27% | 7,075 | 0 | -6,018 |
0 | MKTX | 30 | 209.03 | 371.97 | 0.91% | 11,159 | 5,098 | 4,888 |
0 | MLAB | 1 | 185.30 | 194.00 | 1.29% | 194 | 0 | 9 |
0 | MMM | 35 | 188.01 | 115.00 | 1.17% | 4,025 | 0 | -2,555 |
0 | MNST | 265 | 48.56 | 102.83 | -1.02% | 27,250 | 0 | 14,380 |
0 | MO | 400 | 48.99 | 44.11 | -0.17% | 17,646 | 0 | -1,950 |
0 | MRTN | 1,545 | 11.38 | 22.46 | 2.09% | 34,701 | 0 | 17,112 |
0 | MSCI | 90 | 145.08 | 520.46 | 1.12% | 46,841 | 0 | 33,784 |
0 | MSFT | 135 | 99.16 | 248.22 | 0.18% | 33,510 | 0 | 20,123 |
0 | MTN | 60 | 208.90 | 257.19 | 0.11% | 15,431 | 0 | 2,897 |
0 | NEE | 80 | 58.43 | 75.57 | -1.21% | 6,046 | 0 | 1,371 |
0 | NFLX | 25 | 258.89 | 361.09 | -1.02% | 9,027 | 0 | 2,555 |
0 | NHC | 25 | 86.20 | 57.40 | -1.63% | 1,435 | 0 | -720 |
0 | NI | 100 | 26.10 | 27.55 | 0.13% | 2,755 | 0 | 145 |
0 | NKE | 1 | 101.71 | 127.46 | 0.02% | 127 | 0 | 26 |
0 | NNN | 70 | 54.53 | 47.70 | 0.90% | 3,339 | 0 | -478 |
0 | NOC | 20 | 241.76 | 437.70 | -1.14% | 8,754 | 7,422 | 3,919 |
0 | NPK | 30 | 86.70 | 72.93 | 0.40% | 2,188 | 0 | -413 |
0 | NTES | 5 | 51.93 | 91.80 | -0.61% | 459 | 0 | 199 |
0 | NVO | 285 | 46.14 | 138.10 | 0.59% | 39,360 | 0 | 26,209 |
0 | ODFL | 106 | 81.25 | 334.20 | 4.69% | 35,425 | 6,952 | 26,813 |
0 | OFLX | 1 | 83.75 | 104.92 | 4.71% | 105 | 0 | 21 |
0 | OGE | 325 | 39.07 | 39.20 | 0.06% | 12,740 | 0 | 42 |
0 | OLLI | 190 | 65.31 | 53.85 | 0.24% | 10,231 | 0 | -2,177 |
0 | OLN | 150 | 16.93 | 62.57 | 6.57% | 9,386 | 0 | 6,847 |
0 | ORLY | 55 | 338.63 | 771.38 | -3.69% | 42,426 | 0 | 23,801 |
0 | OTEX | 1 | 44.12 | 33.98 | -0.06% | 34 | 0 | -10 |
0 | PATK | 420 | 29.54 | 68.55 | 0.70% | 28,793 | 0 | 16,386 |
0 | PAYX | 195 | 63.95 | 113.09 | -1.72% | 22,053 | 0 | 9,583 |
0 | PCAR | 220 | 56.05 | 110.67 | -1.31% | 24,348 | 0 | 12,016 |
0 | PEP | 120 | 109.33 | 169.66 | -0.27% | 20,360 | 0 | 7,240 |
0 | PETS | 525 | 23.20 | 21.48 | 1.63% | 11,280 | 0 | -903 |
0 | PG | 70 | 90.80 | 140.49 | -0.38% | 9,834 | 0 | 3,478 |
0 | PGR | 334 | 59.88 | 135.01 | 0.13% | 45,093 | 0 | 25,092 |
0 | PH | 50 | 146.27 | 319.37 | 1.70% | 15,968 | 4,108 | 8,655 |
0 | PII | 165 | 76.05 | 107.08 | 0.62% | 17,668 | 0 | 5,121 |
0 | POOL | 6 | 180.59 | 379.81 | 4.22% | 2,279 | 0 | 1,195 |
0 | PPG | 60 | 101.33 | 127.36 | -0.28% | 7,642 | 0 | 1,562 |
0 | PSA | 65 | 201.10 | 299.28 | 0.77% | 19,453 | 0 | 6,381 |
0 | PZZA | 310 | 39.53 | 89.77 | 2.78% | 27,829 | 0 | 15,573 |
0 | RE | 30 | 214.88 | 351.22 | -1.76% | 10,537 | 0 | 4,090 |
0 | RGLD | 20 | 119.14 | 128.19 | -1.13% | 2,564 | 0 | 181 |
0 | RJF | 128 | 48.67 | 112.02 | -1.18% | 14,339 | 0 | 8,109 |
0 | RLI | 10 | 91.37 | 130.16 | -0.38% | 1,302 | 0 | 388 |
0 | RMD | 120 | 111.83 | 224.50 | -3.12% | 26,940 | 0 | 13,520 |
0 | ROG | 1 | 198.91 | 136.23 | 1.13% | 136 | 0 | -63 |
0 | ROK | 85 | 149.80 | 286.01 | 1.72% | 24,311 | 0 | 11,578 |
0 | ROL | 300 | 26.32 | 36.02 | -0.24% | 10,806 | 0 | 2,911 |
0 | ROP | 50 | 262.66 | 433.58 | -2.31% | 21,679 | 0 | 8,546 |
0 | ROST | 100 | 82.14 | 119.48 | -1.04% | 11,948 | 4,536 | 3,734 |
0 | RSG | 100 | 71.28 | 123.71 | -0.22% | 12,371 | 2,728 | 5,244 |
0 | RTN | 10 | 217.07 | 116.96 | 0.00% | 1,170 | 0 | -1,001 |
0 | SAM | 50 | 238.43 | 392.69 | 0.58% | 19,634 | 0 | 7,713 |
0 | SBAC | 40 | 160.53 | 289.09 | -0.54% | 11,564 | 0 | 5,143 |
0 | SHW | 315 | 43.42 | 228.75 | 1.38% | 72,056 | 0 | 58,380 |
0 | SIVB | 65 | 186.80 | 302.59 | 2.47% | 19,668 | 0 | 7,526 |
0 | SJM | 70 | 93.33 | 150.05 | 0.11% | 10,503 | 0 | 3,970 |
0 | SJW | 50 | 69.19 | 77.04 | -0.78% | 3,852 | 0 | 392 |
0 | SPGI | 80 | 167.13 | 372.77 | 1.34% | 29,822 | 0 | 16,451 |
0 | STZ | 75 | 160.32 | 228.61 | -0.04% | 17,146 | 0 | 5,122 |
0 | SUI | 60 | 101.11 | 149.60 | 0.55% | 8,976 | 0 | 2,909 |
0 | SWK | 100 | 117.34 | 86.02 | 1.89% | 8,602 | 0 | -3,133 |
0 | SWKS | 190 | 65.74 | 111.04 | -0.74% | 21,098 | 0 | 8,606 |
0 | SYK | 85 | 156.63 | 254.04 | 0.87% | 21,593 | 0 | 8,279 |
0 | SYY | 205 | 62.13 | 77.87 | -0.59% | 15,963 | 0 | 3,227 |
0 | TDG | 4 | 505.50 | 709.08 | 0.13% | 2,836 | 0 | 814 |
0 | TDY | 14 | 345.09 | 420.18 | -1.36% | 5,883 | 0 | 1,051 |
0 | TECH | 80 | 54.97 | 81.24 | 1.26% | 6,499 | 0 | 2,102 |
0 | TFX | 15 | 334.15 | 243.61 | 1.22% | 3,654 | 0 | -1,358 |
0 | TIF | 25 | 126.37 | 131.46 | 0.00% | 3,286 | 0 | 127 |
0 | TJX | 200 | 44.14 | 81.83 | -0.66% | 16,367 | 3,818 | 7,539 |
0 | TMO | 30 | 220.53 | 573.49 | -0.60% | 17,205 | 0 | 10,589 |
0 | TNC | 60 | 78.86 | 67.51 | 0.54% | 4,051 | 0 | -681 |
0 | TPL | 1 | 799.16 | 2,045.11 | -2.48% | 2,045 | 0 | 1,246 |
0 | TR | 409 | 31.45 | 43.62 | 0.20% | 17,843 | 0 | 4,978 |
0 | TRV | 55 | 117.61 | 188.46 | -1.92% | 10,365 | 0 | 3,896 |
0 | TSCO | 242 | 81.97 | 226.06 | -0.15% | 54,707 | 0 | 34,869 |
0 | TTC | 200 | 55.23 | 109.80 | -0.29% | 21,960 | 3,491 | 10,913 |
0 | UHS | 105 | 115.30 | 145.26 | 0.04% | 15,252 | 0 | 3,146 |
0 | UL | 45 | 56.70 | 49.80 | -0.61% | 2,241 | 0 | -310 |
0 | UNH | 25 | 245.29 | 486.10 | -1.15% | 12,152 | 0 | 6,020 |
0 | UNP | 45 | 135.60 | 202.47 | 0.50% | 9,111 | 0 | 3,009 |
0 | UTX | 50 | 131.71 | 85.65 | 0.00% | 4,282 | 0 | -2,303 |
0 | V | 70 | 129.63 | 231.41 | 2.92% | 16,199 | 4,193 | 7,125 |
0 | VAC | 50 | 69.32 | 159.06 | 1.45% | 7,953 | 6,350 | 4,487 |
0 | VAR | 1 | 123.83 | 177.07 | 0.00% | 177 | 0 | 53 |
0 | VFC | 280 | 69.95 | 30.40 | 1.71% | 8,513 | 0 | -11,074 |
0 | VLO | 15 | 94.25 | 143.40 | -4.34% | 2,151 | 0 | 737 |
0 | WAT | 75 | 186.10 | 333.18 | -0.15% | 24,988 | 0 | 11,031 |
0 | WDFC | 1 | 175.39 | 173.14 | 0.28% | 173 | 0 | -2 |
0 | WEC | 90 | 69.07 | 92.81 | 0.06% | 8,353 | 0 | 2,137 |
0 | WIRE | 30 | 58.34 | 157.50 | 2.41% | 4,725 | 0 | 2,975 |
0 | WSO | 10 | 178.34 | 281.70 | 2.27% | 2,817 | 0 | 1,034 |
0 | WST | 1 | 132.78 | 269.26 | -0.45% | 269 | 0 | 136 |
0 | WTR | 60 | 43.70 | 51.94 | 0.00% | 3,116 | 0 | 494 |
0 | YUM | 50 | 100.77 | 128.09 | -0.69% | 6,404 | 0 | 1,366 |
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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