Datari Cathey
DatariLamarCathey

DATARI

$DATARI

Index Performance

+15.98%
DATARI
+10.97%
TMLARGE
+11.49%
VO
+14.05%
IWM
+6.95%
EXSA
+5.85%
PIE
+9.07%
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 February 28, 2024
CSV download
Meta Platforms, Inc. (META)14.98%$1.06T15.69%80.72%6.69
A. O. Smith Corp. (AOS)12.94%$10.06B2.63%38.30%3.18
VANGUARD S&P 500 ETF (VOO)12.65%N/AN/AN/AN/A
ACI Worldwide, Inc. (ACIW)12.43%$3.37B18.40%42.68%2.40
Franklin Resources, Inc. (BEN)12.24%$14.22B1.92%75.02%3.04
Boise Cascade Co. (BCC)11.91%$5.28B-18.47%18.96%0.70
Franklin BSP Realty Trust, Inc. (FBRT)11.85%$1.03B82.75%92.77%9.40
ACCO Brands Corp. (ACCO)11.00%$525.90M-5.89%30.12%0.83
Market data by FactSet

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