Intelligent Alpha
Intelligent 2x Up/Down

AIUPD

Index Performance

+3.16%
AIUPD
+7.84%
SPY

Overview

Description

Targeting stocks with 2x upside vs downside.

  • TickerAIUPD
  • Inception Date11/16/2023
  • WeightingCustom
  • # of holdings59
What's inside?

Holdings

All holdings as of April 12, 2024
CSV download
Amazon.com, Inc. (AMZN)4.04%$1.93T11.83%46.98%2.89
Meta Platforms, Inc. (META)3.91%$1.13T15.69%80.72%6.69
Apple, Inc. (AAPL)3.82%$2.73T2.07%45.87%7.87
Tesla, Inc. (TSLA)3.76%$544.76B18.80%18.25%8.75
Paramount Global (PARA)3.31%$7.72B-1.66%23.09%0.80
Hanesbrands, Inc. (HBI)2.99%$1.71B-9.58%34.62%0.91
Alphabet, Inc. (GOOGL)2.87%$1.83T9.36%56.75%5.52
Warner Bros. Discovery, Inc. (WBD)2.80%$20.35B22.22%21.33%1.74
Newmont Corp. (NEM)2.62%$44.54B-1.46%9.94%3.53
Sarepta Therapeutics, Inc. (SRPT)2.54%$11.53B33.26%84.34%6.94
WestRock Co. (WRK)2.44%$12.33B-6.16%14.76%0.98
Omnicom Group, Inc. (OMC)2.42%$17.94B2.82%17.00%1.41
UnitedHealth Group, Inc. (UNH)2.40%$404.91B14.64%N/A1.54
Interpublic Group of Cos., Inc. (IPG)2.33%$11.53B-0.35%14.23%1.38
BioMarin Pharmaceutical, Inc. (BMRN)2.28%$17.50B18.16%76.15%7.66
CNH Industrial NV (CNHI)2.21%$15.87B4.85%31.95%1.59
Warner Music Group Corp. (WMG)2.11%$4.71B17.47%45.02%3.52
Amgen, Inc. (AMGN)2.10%$143.24B7.35%69.96%7.48
Fox Corp. (FOXA)2.09%$13.72B-8.06%17.57%1.37
Pinterest, Inc. (PINS)2.08%$19.96B9.01%77.46%7.42
PayPal Holdings, Inc. (PYPL)2.07%$67.99B9.70%45.23%2.20
Liberty Media Corp. (FWONK)2.04%$27.60B25.22%19.03%5.17
Expedia Group, Inc. (EXPE)2.01%$17.06B10.05%81.46%1.94
Unity Software, Inc. (U)2.00%$9.77B57.25%66.46%7.77
Baker Hughes Co. (BKR)1.99%$33.08B20.56%23.17%1.49
Block, Inc. (SQ)1.98%$42.74B25.01%32.52%2.07
Incyte Corp. (INCY)1.95%$12.09B8.87%91.47%2.86
Bill Holdings, Inc. (BILL)1.94%$6.48B22.50%77.05%6.62
Costco Wholesale Corp. (COST)1.91%$324.34B5.75%12.49%1.29
Global Payments, Inc. (GPN)1.90%$31.92B7.56%61.39%5.13
Walmart, Inc. (WMT)1.90%$484.29B6.03%24.38%0.78
Commercial Metals Co. (CMC)1.66%$6.39B-8.41%15.85%0.82
Nordstrom, Inc. (JWN)1.65%$3.11B-5.39%36.68%0.47
Bath & Body Works, Inc. (BBWI)1.58%$10.17B-1.73%43.53%1.94
Foot Locker, Inc. (FL)1.56%$2.07B-6.75%25.39%0.66
Sealed Air Corp. (SEE)1.52%$4.65B-2.71%28.68%1.77
The Walt Disney Co. (DIS)1.51%$209.13B0.49%28.49%2.38
Procter & Gamble Co. (PG)1.48%$365.49B3.22%52.69%4.63
Tyson Foods, Inc. (TSN)1.26%$16.54B0.44%6.24%0.51
Molson Coors Beverage Co. (TAP)1.25%$13.31B9.36%36.05%1.63
Leggett & Platt, Inc. (LEG)1.18%$2.36B-8.12%16.62%1.14
Wolverine World Wide, Inc. (WWW)1.11%$728.79M-16.46%39.36%0.73
Visa, Inc. (V)1.11%$436.46B8.80%77.91%15.99
Johnson & Johnson (JNJ)1.10%$355.34B-10.38%68.96%4.80
Tapestry, Inc. (TPR)1.09%$9.44B2.92%72.06%1.55
The Home Depot, Inc. (HD)1.03%$339.79B-3.01%31.63%2.65
RTX Corp. (RTX)0.83%$133.10B2.75%17.54%2.34
T-Mobile US, Inc. (TMUS)0.77%$189.96B-1.27%46.07%3.82
GE Aerospace (GE)0.69%$169.05B-11.25%26.08%2.09
Accenture Plc (ACN)0.64%$198.30B-0.09%30.91%3.68
GE Vernova, Inc. (GEV)0.15%N/A12.09%14.94%N/A
Corebridge Financial, Inc. (CRBG)0.02%$16.67B-29.49%N/A1.44
BlackRock, Inc. (BLK)0.01%$113.70B13.22%81.87%N/A
The Travelers Cos., Inc. (TRV)0.01%$50.66B12.15%N/A1.27
Union Pacific Corp. (UNP)0.01%$142.93B-3.04%43.50%7.59
Halliburton Co. (HAL)0.01%$35.31B13.41%18.94%1.70
Intercontinental Exchange, Inc. (ICE)0.01%$76.47B4.67%70.47%9.73
Booking Holdings, Inc. (BKNG)<0.01%$120.69B25.01%96.89%6.17
Fortive Corp. (FTV)<0.01%$28.96B4.11%59.26%4.63
Market data by FactSet

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