Index Performance
-2.83%
DATARI
+9.20%
TMLARGE
+4.95%
VO
+9.89%
IWM
+4.10%
EXSA
+15.69%
PIE
+11.80%
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 12, 2026
CSV download
| ACCO Brands Corp. (ACCO) | 15.96% | $372.72M | 8.29% | 27.99% | 0.74 |
| Franklin Resources, Inc. (BEN) | 15.40% | $16.70B | 5.37% | 72.56% | 2.96 |
| ACI Worldwide, Inc. (ACIW) | 12.73% | $4.60B | 7.90% | 40.41% | 2.74 |
| VANGUARD S&P 500 ETF (VOO) | 12.70% | N/A | N/A | N/A | N/A |
| Boise Cascade Co. (BCC) | 11.56% | $2.50B | -2.47% | 13.65% | 0.46 |
| Franklin BSP Realty Trust, Inc. (FBRT) | 10.74% | $642.64M | 7.55% | 92.92% | 9.82 |
| Meta Platforms, Inc. (META) | 10.61% | $1.44T | 33.08% | 81.85% | 6.85 |
| A. O. Smith Corp. (AOS) | 10.30% | $8.14B | -1.90% | 38.61% | 2.53 |
Market data by FactSet