Index Performance
+6.67%
PERGARBG
+7.46%
SPY
Overview
Description
YTD Returns (sorted worst to best) and stocks down -80% or more with a price at year end greater than $4.
- TickerPERGARBG
- Inception Date02/17/2023
- WeightingEqual
- # of holdings50
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Locafy Ltd. (LCFY) | 3.59% | N/A | N/A | -43.42% | N/A |
| Rivian Automotive, Inc. (RIVN) | 2.73% | $16.05B | 82.15% | -8.31% | 1.53 |
| Root, Inc. (ROOT) | 2.62% | $656.17M | 263.62% | N/A | 2.02 |
| Fate Therapeutics, Inc. (FATE) | 2.53% | $614.69M | -96.74% | -150.44% | 71.11 |
| GoHealth, Inc. (GOCO) | 2.52% | $137.07M | 1.33% | 65.38% | 1.01 |
| Checkpoint Therapeutics, Inc. (CKPT) | 2.49% | $99.43M | -100.00% | N/A | 827.46 |
| LendingTree, Inc. (TREE) | 2.44% | $723.65M | 15.17% | 93.11% | N/A |
| Lucid Group, Inc. (LCID) | 2.36% | $7.98B | 15.60% | -134.34% | 8.88 |
| Redfin Corp. (RDFN) | 2.34% | $919.93M | -30.76% | 31.41% | 1.70 |
| Silvergate Capital Corp. (SI) | 2.31% | $16.87M | -398.40% | N/A | -8.22 |
| Huadi International Group Co. Ltd. (HUDI) | 2.30% | $33.51M | 10.43% | 14.65% | 0.46 |
| Codexis, Inc. (CDXS) | 2.20% | $257.54M | 31.51% | 64.23% | 2.71 |
| RingCentral, Inc. (RNG) | 2.18% | $2.82B | 9.47% | 70.91% | 2.14 |
| Kodiak Sciences, Inc. (KOD) | 2.15% | $169.16M | N/A | N/A | N/A |
| Biohaven Ltd. (BHVN) | 2.15% | $3.55B | N/A | N/A | N/A |
| Novavax, Inc. (NVAX) | 2.14% | $2.34B | 15.94% | 48.00% | 0.41 |
| Upstart Holdings, Inc. (UPST) | 2.10% | $2.26B | 24.16% | 95.59% | 5.77 |
| Olaplex Holdings, Inc. (OLPX) | 2.09% | $1.44B | -13.08% | 60.72% | 3.20 |
| Ranpak Holdings Corp. (PACK) | 2.08% | $569.32M | 5.05% | 28.02% | 3.00 |
| eHealth, Inc. (EHTH) | 2.06% | $149.69M | 26.10% | N/A | 0.84 |
| Hippo Holdings, Inc. (HIPO) | 2.06% | $456.59M | 113.82% | N/A | 1.80 |
| Carvana Co. (CVNA) | 2.05% | $14.51B | 17.46% | 17.90% | 2.13 |
| Asana, Inc. (ASAN) | 2.05% | $2.15B | 13.15% | 89.68% | 4.65 |
| GoodRx Holdings, Inc. (GDRX) | 2.00% | $824.49M | 7.55% | 85.64% | 3.86 |
| CureVac NV (CVAC) | 2.00% | $816.47M | 75.57% | -269.85% | 6.25 |
| AMC Entertainment Holdings, Inc. (AMC) | 1.99% | $1.86B | -23.54% | N/A | N/A |
| Kornit Digital Ltd. (KRNT) | 1.94% | $730.35M | -15.88% | 28.31% | 2.54 |
| XPeng, Inc. (XPEV) | 1.92% | $6.23B | 54.53% | 12.89% | 0.88 |
| Cardlytics, Inc. (CDLX) | 1.92% | $408.31M | 5.09% | 45.58% | 2.55 |
| Modiv Industrial, Inc. (MDV) | 1.90% | $140.00M | 5.11% | 57.24% | 10.31 |
| Inotiv, Inc. (NOTV) | 1.90% | $51.42M | -21.41% | 10.52% | 1.23 |
| Roku, Inc. (ROKU) | 1.90% | $7.29B | 18.96% | 41.25% | 2.18 |
| Twilio, Inc. (TWLO) | 1.88% | $9.83B | 4.02% | 50.69% | 2.01 |
| Coinbase Global, Inc. (COIN) | 1.88% | $46.25B | 201.18% | 90.74% | 14.57 |
| CS Disco, Inc. (LAW) | 1.85% | $358.06M | 7.37% | 75.11% | 2.55 |
| Altamira Therapeutics Ltd. (CYTO) | 1.82% | $2.64M | -100.00% | N/A | N/A |
| Unity Software, Inc. (U) | 1.82% | $6.32B | -7.99% | 68.64% | 5.48 |
| Wayfair, Inc. (W) | 1.78% | $4.73B | -1.62% | 30.01% | 0.92 |
| Farfetch Ltd. (FTCH) | 1.75% | $0.11M | 2.66% | N/A | 1.18 |
| Atento SA (ATTO) | 1.73% | $0.00M | -4.09% | N/A | 0.52 |
| AppLovin Corp. (APP) | 1.73% | $20.87B | 47.90% | 70.61% | 7.51 |
| Digital Brands Group, Inc. (DBGI) | 1.71% | $2.48M | -29.81% | 27.99% | 1.05 |
| RumbleOn, Inc. (RMBL) | 1.69% | $147.87M | -11.12% | 25.70% | 0.64 |
| Beyond Meat, Inc. (BYND) | 1.68% | $385.42M | -18.03% | 3.66% | 4.89 |
| Affirm Holdings, Inc. (AFRM) | 1.59% | $6.98B | 51.23% | 84.69% | 7.47 |
| ShiftPixy, Inc. (PIXY) | 1.56% | $10.54M | 3.66% | 2.54% | 0.70 |
| Palisade Bio, Inc. (PALI) | 1.56% | $3.88M | -100.00% | N/A | N/A |
| Snap, Inc. (SNAP) | 1.51% | $18.65B | 20.85% | 48.58% | 4.13 |
| Motorsport Games, Inc. (MSGM) | 1.47% | $5.91M | 75.15% | 75.56% | 0.44 |
| Generation Income Properties, Inc. (GIPR) | <0.01% | $16.37M | 87.07% | 22.07% | 11.76 |
Market data by FactSet
