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Symbol Name Price Day % Short % Analyst Short-Term Long-Term Div Score Composite Naive Forecast Adjusted Forecast Reliability Surprise % P/E Beta Div Yield (1yr) Div Yield (3yr) Div Yield (5yr) Next Earnings Sector 52W % Mkt Cap
OCTU AllianzIM U.S. Equity Buffer15 30.78 +0.31% ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.1 +0.8% +0.4% 55% +0.00% 28.1
SFEB FT Vest U.S. Small Cap Moderate 25.74 -0.27% ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.1 +0.6% +0.4% 80% +0.00% 19.3
RSPC Invesco S&P 500 Equal Weight Co 37.64 -0.57% ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 1.7 +0.6% +0.4% 79% +0.00% 17.2 1.65% 1.32% 1.23%
CARK CastleArk Large Growth ETF 47.98 +0.42% ★★★⯪☆ ★★⯪☆☆ ★☆☆☆☆ -0.1 +0.8% +0.4% 54% +0.00% 35.6 0.02%
FLUD Franklin Ultra Short Bond ETF 25.02 +0.16% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.4 +0.6% +0.4% 80% +0.00% 4.45% 5.02% 3.76%
TIP iShares TIPS Bond ETF 111.21 +0.03% ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.9 +0.6% +0.4% 74% +0.00% 12.5 2.86% 2.99% 4.23%
QQQY Defiance Nasdaq 100 Weekly Dist 24.73 +0.24% ★★⯪☆☆ ★★⯪☆☆ ★☆☆☆☆ -0.6 +1.0% +0.4% 44% +0.00% 43.03%
MSSS Monarch Select Subsector Index 34.33 -0.41% ★★★⯪☆ ★★⯪☆☆ ★⯪☆☆☆ 0.2 +0.6% +0.4% 80% +0.00% 19.4 0.39%
KDP Keurig Dr Pepper Inc. 30.03 -0.03% 5.0% ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.4 +0.6% +0.4% 80% +0.00% 22.2 0.42 3.35% 3.01% 2.76% Jul 23 Consumer Defensive -9.7% 40.9B
RSSL Global X Russell 2000 ETF 113.60 -0.57% ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ -0.1 +0.6% +0.4% 69% +0.00% 20.0 1.53%
NBBK NB Bancorp, Inc. 20.03 +0.30% 4.2% ★★★⯪☆ ★★★☆☆ ★★★☆☆ 1.7 +0.9% +0.4% 48% +0.00% 14.6 0.06 Jul 22 Financial Services +20.2% 878.2M
KKRS KKR Group Finance Co. IX LLC 4. 16.22 -0.55% ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 0.2 +0.6% +0.4% 80% +0.00% 6.73% 6.84%
GVI iShares Intermediate Government 106.28 +0.09% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.4 +0.7% +0.4% 59% +0.00% 3.63% 3.52% 2.92%
SDHI Siddhi Acquisition Corp 10.39 +0.00% 0.0% ⯪☆☆☆☆ ★★⯪☆☆ ☆☆☆☆☆ -2.1 +0.7% +0.4% 65% +0.00% 207.8 Financial Services +3.3% 362.0M
DUHP Dimensional US High Profitabili 41.36 +0.29% ★★★⯪☆ ★★★★⯪ ★★⯪☆☆ 3.7 +0.6% +0.4% 80% +0.00% 28.6 1.10% 1.29%
ENPH Enphase Energy, Inc. 68.36 -1.64% 27.4% Hold ★★★★☆ ★⯪☆☆☆ ☆☆☆☆☆ -0.1 +1.7% +0.4% 26% +0.00% 67.7 1.25 Jul 28 Technology +67.9% 9.0B
LCCC Lakeshore Acquisition III Corp. 10.40 +0.14% 0.1% ⯪☆☆☆☆ ⯪☆☆☆☆ ☆☆☆☆☆ -5.1 +0.6% +0.4% 77% +0.00% 28.1 Financial Services +4.0% 92.6M
CSR D/B/A Centerspace 67.48 -0.31% 6.1% Buy ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 1.2 +0.9% +0.4% 48% +0.00% 143.6 0.92 5.22% 5.21% 4.96% Aug 3 Real Estate +6.2% 1.2B
BBDC Barings BDC, Inc. 8.66 -0.12% 2.2% Buy ★★⯪☆☆ ★★★☆☆ ★★☆☆☆ 2.4 +1.1% +0.4% 42% +0.00% 10.2 0.68 13.53% 14.17% 14.27% Aug 6 Financial Services -6.9% 906.8M
UL Unilever PLC 56.45 -1.02% Buy ★★★⯪☆ ★★★⯪☆ ★★★★☆ 3.8 +1.0% +0.4% 43% +0.00% 18.8 0.45 3.48% 3.60% 3.86% Feb 12 Consumer Defensive -20.9% 122.2B
BOW Bowhead Specialty Holdings Inc. 26.62 -0.75% 4.4% Buy ★★★⯪☆ ★★★⯪☆ ☆☆☆☆☆ 2.0 +0.6% +0.4% 78% +0.00% 15.4 -0.16 Aug 4 Financial Services -28.1% 874.1M
CLOD Themes Cloud Computing ETF 33.70 +4.65% ★★★⯪☆ ★★★⯪☆ ★★☆☆☆ 1.9 +1.0% +0.4% 44% +0.00% 34.4
CATO Cato Corporation (The) 3.24 -0.61% 2.9% ★★⯪☆☆ ★☆☆☆☆ ★☆☆☆☆ -2.8 +0.8% +0.4% 55% +0.00% 0.56 6.01% 6.33% Aug 20 Consumer Cyclical +27.3% 63.7M
FXB Invesco CurrencyShares British 129.55 +0.20% ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 0.2 +0.7% +0.4% 65% +0.00% 2.26% 2.90% 1.96%
KORP American Century Diversified Co 46.88 +0.11% ★★⯪☆☆ ★★★☆☆ ★★★★☆ 1.7 +0.5% +0.4% 80% +0.00% 5.19% 5.35% 4.45%
BHYB Xtrackers USD High Yield BB-B e 54.43 +0.22% ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.4 +0.5% +0.4% 80% +0.00% 6.57%
PSDM PGIM Short Duration Multi-Secto 51.06 +0.03% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.4 +0.5% +0.4% 80% +0.00% 4.97%
FBLA FB Bancorp, Inc. 13.94 -1.34% 3.8% ★★⯪☆☆ ★☆☆☆☆ ☆☆☆☆☆ -3.3 +1.4% +0.4% 31% +0.00% 82.0 Aug 7 Financial Services +26.5% 225.3M
OGSP Obra High Grade Structured Prod 9.99 +0.10% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.4 +0.5% +0.4% 80% +0.00% 6.53%
AQEC AQE Core ETF 24.30 -0.54% ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ -0.1 +0.5% +0.4% 80% +0.00% 22.2
PULT Putnam ESG Ultra Short ETF 50.46 +0.08% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.4 +0.5% +0.4% 80% +0.00% 4.75% 5.49%
ADC Agree Realty Corporation 74.15 -0.18% 0.0% Buy ★★⯪☆☆ ★★★⯪☆ ★⯪☆☆☆ 2.5 +0.6% +0.4% 75% +0.00% 40.1 0.50 4.30% 4.77% 4.66% Apr 21 Real Estate -1.0% 8.9B
INN Summit Hotel Properties, Inc. 5.77 -1.03% 0.0% Hold ★★⯪☆☆ ★☆☆☆☆ ★★☆☆☆ -0.5 +1.0% +0.4% 42% +0.00% 1.24 6.48% 5.79% 4.02% Apr 30 Real Estate +33.1% 625.3M
PBYI Puma Biotechnology Inc 7.17 -0.97% 9.7% ★★⯪☆☆ ★☆☆☆☆ ☆☆☆☆☆ -3.3 +1.0% +0.4% 45% +0.00% 14.9 1.23 Aug 6 Healthcare +117.9% 364.9M
PRSD State Street Short Duration IG 25.09 +0.08% ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 0.2 +0.5% +0.4% 80% +0.00%
FCBD Frontier Asset Core Bond ETF 25.45 +0.10% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.4 +0.8% +0.4% 56% +0.00% 32.5 4.28%
FMDE Fidelity Enhanced Mid Cap Core 39.69 +0.20% ★★★⯪☆ ★★★☆☆ ★★⯪☆☆ 1.4 +0.5% +0.4% 80% +0.00% 21.9 1.26%
SLNZ TCW Senior Loan ETF 45.85 +0.00% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.4 +1.0% +0.4% 45% +0.00% 7.70%
ACGR American Century Large Cap Grow 71.31 +0.77% ★★★⯪☆ ★★★⯪☆ ★⯪☆☆☆ 1.7 +0.8% +0.4% 53% +0.00% 0.10% 0.22% 0.33%
MEM Matthews Emerging Markets Equit 45.52 -0.29% ★★★⯪☆ ★★★⯪☆ ★★★☆☆ 2.4 +0.6% +0.4% 74% +0.00% 19.1 3.71% 3.94%
ALDF Aldel Financial II Inc. 10.67 +0.09% 0.0% ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.1 +1.1% +0.4% 40% +0.00% 50.8 May 2 Financial Services +2.3% 318.7M
BTRN Global X Bitcoin Trend Strategy 26.65 +0.05% ★★⯪☆☆ ★★⯪☆☆ ★★★★⯪ 1.2 +1.9% +0.4% 23% +0.00% 27.71%
DDT Dillard's Capital Trust I 26.12 -0.31% ★★⯪☆☆ ★★★★⯪ ★★★★⯪ 4.2 +0.8% +0.4% 55% +0.00% 7.43% 8.07% 8.66%
GBIL Goldman Sachs Access Treasury 0 100.17 +0.02% ★★★★☆ ★★⯪☆☆ ★★★⯪☆ 1.4 +0.7% +0.4% 59% +0.00% 3.88% 4.81% 3.52%
CGBD Carlyle Secured Lending, Inc. 10.81 -1.01% 4.8% Buy ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.7 +1.0% +0.4% 45% +0.00% 15.4 0.72 13.63% 14.00% 16.05% Aug 4 Financial Services -22.3% 751.3M
QSIG WisdomTree U.S. Short Term Corp 48.44 +0.07% ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 2.2 +0.5% +0.4% 79% +0.00% 4.50% 4.49% 3.74%
BAYA Bayview Acquisition Corp 12.30 -2.76% 0.0% ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.1 +1.9% +0.4% 22% +1.12% -0.07 Financial Services +14.9% 33.7M
PCHI Polen High Income ETF 24.36 -0.42% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.4 +0.5% +0.4% 80% +0.00% 8.79%
LOCL Local Bounti Corporation 1.73 -5.98% 22.7% ★☆☆☆☆ ☆☆☆☆☆ ☆☆☆☆☆ -5.6 +1.1% +0.4% 41% +0.00% 2.79 Aug 12 Consumer Defensive -14.8% 39.4M
TVA Texas Ventures Acquisition III 10.50 +0.05% 0.1% ⯪☆☆☆☆ ⯪☆☆☆☆ ☆☆☆☆☆ -5.1 +0.5% +0.4% 80% +0.00% 43.8 Financial Services +4.9% 315.0M