DATARI
Index Performance
+10.62%
DATARI
+1.02%
TMLARGE
+8.63%
VO
+6.99%
IWM
+1.69%
EXSA
-6.86%
PIE
+1.57%
ROBT
Overview
Description
I Created this because I’ve been investing for many years and I have extensive knowledge on market trends! I invest in the mid risk to the aggressive. I’m trying to build Generational wealth
- TickerDATARI
- Inception Date01/30/2024
- WeightingEqual
- # of holdings8
What's inside?
Holdings
All holdings as of October 10, 2024
CSV download
| Meta Platforms, Inc. (META) | 12.92% | $1.29T | 22.10% | 81.30% | 8.65 |
| A. O. Smith Corp. (AOS) | 12.91% | $10.35B | 6.61% | 38.58% | 3.06 |
| ACI Worldwide, Inc. (ACIW) | 12.71% | $5.40B | 15.51% | 38.20% | 3.33 |
| VANGUARD S&P 500 ETF (VOO) | 12.58% | N/A | N/A | N/A | N/A |
| Boise Cascade Co. (BCC) | 12.54% | $5.41B | -0.97% | 17.95% | 0.63 |
| ACCO Brands Corp. (ACCO) | 12.32% | $501.02M | -11.20% | 32.22% | 0.82 |
| Franklin Resources, Inc. (BEN) | 12.05% | $10.56B | 5.84% | 71.69% | 2.80 |
| Franklin BSP Realty Trust, Inc. (FBRT) | 11.97% | $1.04B | -16.68% | 94.22% | 10.71 |
Market data by FactSet