DATARI
Index Performance
+5.23%
DATARI
+3.67%
TMLARGE
+7.68%
VO
+2.09%
IWM
+1.10%
EXSA
-2.89%
PIE
+0.25%
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 October 17, 2024
CSV download
| Boise Cascade Co. (BCC) | 12.81% | $5.72B | -0.97% | 17.95% | 0.63 |
| ACI Worldwide, Inc. (ACIW) | 12.78% | $5.44B | 15.51% | 38.20% | 3.33 |
| Meta Platforms, Inc. (META) | 12.74% | $1.26T | 22.10% | 81.30% | 8.65 |
| VANGUARD S&P 500 ETF (VOO) | 12.70% | N/A | N/A | N/A | N/A |
| Franklin Resources, Inc. (BEN) | 12.49% | $10.74B | 5.84% | 71.69% | 2.80 |
| ACCO Brands Corp. (ACCO) | 12.46% | $507.73M | -11.20% | 32.22% | 0.82 |
| Franklin BSP Realty Trust, Inc. (FBRT) | 12.24% | $1.08B | -16.68% | 94.22% | 10.71 |
| A. O. Smith Corp. (AOS) | 11.77% | $9.62B | 6.61% | 38.58% | 3.06 |
Market data by FactSet