DATARI
Index Performance
+7.31%
DATARI
+7.66%
TMLARGE
+4.02%
VO
+13.35%
IWM
+3.22%
EXSA
-1.18%
PIE
+1.27%
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 July 26, 2024
CSV download
| ACI Worldwide, Inc. (ACIW) | 13.68% | $4.49B | 9.09% | 30.79% | 3.00 |
| Boise Cascade Co. (BCC) | 13.62% | $5.34B | 6.55% | 18.36% | 0.83 |
| Franklin BSP Realty Trust, Inc. (FBRT) | 12.94% | $1.12B | 3.71% | 93.42% | 9.57 |
| ACCO Brands Corp. (ACCO) | 12.85% | $482.98M | -10.85% | 27.92% | 0.82 |
| Franklin Resources, Inc. (BEN) | 12.11% | $12.44B | 10.57% | 71.85% | 3.15 |
| A. O. Smith Corp. (AOS) | 11.87% | $9.93B | 6.61% | 38.58% | 3.06 |
| VANGUARD S&P 500 ETF (VOO) | 11.79% | N/A | N/A | N/A | N/A |
| Meta Platforms, Inc. (META) | 11.14% | $993.62B | 27.26% | 81.84% | 8.79 |
Market data by FactSet