Index Performance
-7.36%
DATARI
-3.07%
TMLARGE
-0.85%
VO
-6.11%
IWM
+8.92%
EXSA
+3.92%
PIE
-3.56%
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 May 23, 2025
CSV download
| Franklin Resources, Inc. (BEN) | 14.48% | $11.30B | 1.12% | 70.29% | 2.58 |
| Meta Platforms, Inc. (META) | 13.84% | $1.58T | 16.07% | 82.11% | 8.64 |
| VANGUARD S&P 500 ETF (VOO) | 13.50% | N/A | N/A | N/A | N/A |
| A. O. Smith Corp. (AOS) | 13.31% | $9.52B | -1.52% | 38.97% | 2.51 |
| ACI Worldwide, Inc. (ACIW) | 11.47% | $4.86B | 24.85% | 39.84% | 3.89 |
| Boise Cascade Co. (BCC) | 11.44% | $3.26B | -6.62% | 14.53% | 0.56 |
| Franklin BSP Realty Trust, Inc. (FBRT) | 11.33% | $908.30M | -11.84% | 93.62% | 9.61 |
| ACCO Brands Corp. (ACCO) | 10.63% | $311.74M | -11.56% | 27.19% | 0.79 |
Market data by FactSet