DATARI
Index Performance
-1.40%
DATARI
+3.88%
TMLARGE
+0.99%
VO
+0.73%
IWM
-5.59%
EXSA
-8.87%
PIE
+3.96%
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 January 15, 2025
CSV download
| Meta Platforms, Inc. (META) | 13.03% | $1.50T | 18.87% | 81.83% | 9.39 |
| Boise Cascade Co. (BCC) | 12.79% | $4.75B | -6.58% | 17.57% | 0.78 |
| A. O. Smith Corp. (AOS) | 12.75% | $10.39B | -3.72% | 37.31% | 3.36 |
| Franklin BSP Realty Trust, Inc. (FBRT) | 12.52% | $1.01B | 5.53% | 95.57% | 10.32 |
| ACI Worldwide, Inc. (ACIW) | 12.45% | $5.50B | 24.44% | 49.34% | 3.87 |
| VANGUARD S&P 500 ETF (VOO) | 12.38% | N/A | N/A | N/A | N/A |
| ACCO Brands Corp. (ACCO) | 12.06% | $475.55M | -6.05% | 29.82% | 0.84 |
| Franklin Resources, Inc. (BEN) | 12.02% | $10.17B | 8.20% | 72.69% | 2.46 |
Market data by FactSet