Datari Cathey
DatariLamarCathey

DATARI

Index Performance

-0.48%
DATARI
+8.52%
TMLARGE
+0.54%
VO
+0.11%
IWM
+1.93%
EXSA
+4.14%
PIE
-4.04%
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 June 17, 2024
CSV download
ACI Worldwide, Inc. (ACIW)14.30%$3.82B9.09%30.79%3.00
VANGUARD S&P 500 ETF (VOO)13.51%N/AN/AN/AN/A
Meta Platforms, Inc. (META)13.15%$1.10T27.26%81.84%8.79
Franklin BSP Realty Trust, Inc. (FBRT)12.72%$1.04B3.71%93.42%9.57
Boise Cascade Co. (BCC)12.12%$5.00B6.55%18.36%0.83
A. O. Smith Corp. (AOS)12.10%$9.96B1.28%39.24%3.39
ACCO Brands Corp. (ACCO)11.65%$454.29M-10.85%27.92%0.82
Franklin Resources, Inc. (BEN)10.46%$11.48B10.57%71.85%3.15
Market data by FactSet

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