Intelligent Alpha
Intelligent 2x Up/Down

AIUPD

Index Performance

+7.67%
AIUPD
+9.87%
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 July 24, 2024
CSV download
Tesla, Inc. (TSLA)4.31%$785.75B2.30%17.95%N/A
Paramount Global (PARA)4.12%$8.26B5.78%18.62%0.72
Apple, Inc. (AAPL)3.85%$3.45T-4.31%46.58%7.05
Amazon.com, Inc. (AMZN)3.50%$1.94T12.53%49.32%3.37
Hanesbrands, Inc. (HBI)3.43%$1.88B-16.78%39.72%1.03
Meta Platforms, Inc. (META)3.41%$1.07T27.26%81.84%8.79
Warner Bros. Discovery, Inc. (WBD)3.28%$21.12B-6.96%20.06%1.52
UnitedHealth Group, Inc. (UNH)2.98%$510.54B6.61%N/A1.45
Newmont Corp. (NEM)2.50%$54.28B50.58%27.24%3.71
Alphabet, Inc. (GOOGL)2.46%$2.10T15.44%58.49%5.70
Omnicom Group, Inc. (OMC)2.41%$18.05B6.76%17.62%1.53
Interpublic Group of Cos., Inc. (IPG)2.39%$11.30B-1.00%8.93%1.40
Smurfit Kappa Group Plc (SKG)2.28%$12.56B-10.34%33.60%1.08
Sarepta Therapeutics, Inc. (SRPT)2.24%$13.96B63.10%85.66%9.14
Amgen, Inc. (AMGN)2.21%$178.76B22.19%56.73%7.04
Liberty Media Corp. (FWONK)2.16%$29.59B44.36%33.64%5.19
Fox Corp. (FOXA)2.14%$16.71B-15.60%37.68%1.41
Incyte Corp. (INCY)2.11%$14.80B8.93%91.24%2.42
Bill Holdings, Inc. (BILL)2.09%$5.71B18.52%78.37%5.56
CNH Industrial NV (CNHI)2.06%$12.66B-9.81%33.78%1.69
Expedia Group, Inc. (EXPE)2.03%$16.84B8.41%80.34%1.44
Baker Hughes Co. (BKR)2.02%$35.58B12.28%19.91%1.38
Global Payments, Inc. (GPN)2.01%$25.50B5.57%61.89%5.23
BioMarin Pharmaceutical, Inc. (BMRN)2.00%$16.03B9.61%78.54%7.05
Unity Software, Inc. (U)1.98%$6.61B-7.99%68.64%5.48
Warner Music Group Corp. (WMG)1.97%$4.53B6.79%41.50%3.27
Block, Inc. (SQ)1.94%$37.23B19.38%34.43%2.25
Walmart, Inc. (WMT)1.90%$568.28B6.05%24.81%0.82
PayPal Holdings, Inc. (PYPL)1.89%$62.46B10.79%39.39%2.27
Pinterest, Inc. (PINS)1.79%$24.47B22.80%75.53%6.55
Costco Wholesale Corp. (COST)1.79%$377.77B9.07%12.55%1.37
Commercial Metals Co. (CMC)1.66%$6.70B-11.36%17.22%0.87
Foot Locker, Inc. (FL)1.60%$2.46B-2.69%26.24%0.58
Sealed Air Corp. (SEE)1.59%$5.23B-1.42%29.05%1.79
Nordstrom, Inc. (JWN)1.57%$3.57B4.84%33.94%0.48
Procter & Gamble Co. (PG)1.46%$393.25B0.63%51.20%5.08
Bath & Body Works, Inc. (BBWI)1.30%$8.27B-0.86%43.79%2.02
The Walt Disney Co. (DIS)1.28%$165.79B1.35%29.98%3.02
Tyson Foods, Inc. (TSN)1.26%$16.94B-0.46%6.95%0.55
Molson Coors Beverage Co. (TAP)1.25%$10.59B10.66%35.65%1.73
Wolverine World Wide, Inc. (WWW)1.22%$1.16B-34.12%45.53%0.86
Leggett & Platt, Inc. (LEG)1.22%$1.67B-9.66%16.81%0.99
Johnson & Johnson (JNJ)1.15%$366.66B-12.13%79.13%N/A
Tapestry, Inc. (TPR)1.15%$9.46B-1.80%72.81%1.94
The Home Depot, Inc. (HD)1.08%$356.60B-2.25%32.25%2.50
Visa, Inc. (V)1.01%$416.82B9.89%76.74%16.72
Accenture Plc (ACN)0.78%$206.91B-0.59%33.45%2.78
T-Mobile US, Inc. (TMUS)0.73%$206.90B-0.19%47.17%3.86
RTX Corp. (RTX)0.73%$139.56B12.15%18.45%2.40
GE Aerospace (GE)0.72%$188.27B-45.53%38.64%2.91
Corebridge Financial, Inc. (CRBG)<0.01%$18.05B55.02%N/A1.51
BlackRock, Inc. (BLK)<0.01%$125.18B4.59%81.30%N/A
Union Pacific Corp. (UNP)<0.01%$146.12B-0.41%45.12%7.57
The Travelers Cos., Inc. (TRV)<0.01%$47.53B10.70%N/A1.26
Halliburton Co. (HAL)<0.01%$29.65B0.60%19.30%1.58
Intercontinental Exchange, Inc. (ICE)<0.01%$85.22B16.06%69.79%9.94
Booking Holdings, Inc. (BKNG)<0.01%$132.97B16.86%95.99%5.79
Fortive Corp. (FTV)<0.01%$26.99B4.37%59.31%5.55
Thermo Fisher Scientific, Inc. (TMO)NaN%$210.80B-3.41%40.76%5.92
Market data by FactSet

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