Index Performance
-1.08%
DATARI
+3.48%
TMLARGE
-0.44%
VO
-4.94%
IWM
-4.03%
EXSA
+7.43%
PIE
+6.66%
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 5, 2026
CSV download
| Meta Platforms, Inc. (META) | 13.93% | $1.89T | 27.96% | 81.37% | 6.43 |
| ACCO Brands Corp. (ACCO) | 13.00% | $400.61M | 5.14% | 29.68% | 0.83 |
| ACI Worldwide, Inc. (ACIW) | 12.73% | $5.17B | 7.27% | 36.62% | 3.19 |
| VANGUARD S&P 500 ETF (VOO) | 12.71% | N/A | N/A | N/A | N/A |
| A. O. Smith Corp. (AOS) | 12.50% | $7.74B | -0.69% | 38.53% | 2.40 |
| Franklin Templeton, Inc. (BEN) | 12.45% | $16.71B | 19.08% | 73.63% | 3.50 |
| Boise Cascade Co. (BCC) | 12.35% | $2.61B | 5.24% | 15.57% | 0.46 |
| Franklin BSP Realty Trust, Inc. (FBRT) | 10.32% | $512.39M | 15.50% | 94.38% | 8.80 |
Market data by FactSet