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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
JDIV JPMorgan Dividend Leaders ETF 56.48 +0.18% ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.4 -0.1% -0.1% 80% +0.00% 21.4 2.89%
JLQD Janus Henderson Corporate Bond 41.26 +0.26% ★★☆☆☆ ★★★☆☆ ★★★★☆ 0.9 -0.1% -0.1% 80% +0.00% 5.96% 5.71%
WEA Western Asset Bond Fund Share o 10.59 +0.19% ★★⯪☆☆ ★★★☆☆ ★★★★☆ 1.1 -0.1% -0.1% 80% +0.00% 9.1 0.50 8.01% 8.68% 8.85% May 24 Financial Services -1.1% 125.7M
SMTH ALPS Smith Core Plus Bond ETF 25.75 +0.08% ★★⯪☆☆ ★★⯪☆☆ ★★★★☆ 0.4 -0.1% -0.1% 80% +0.00% 4.46%
DSCO DoubleLine Securitized Credit E 24.86 +0.16% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.2% -0.1% 65%
IWV iShares Russell 3000 Fund 428.85 +0.21% ★★★★☆ ★★★★⯪ ★★★⯪☆ 3.9 -0.2% -0.1% 53% +0.00% 27.5 0.99% 1.17% 1.27%
VMSB Voya Multi-Sector Income ETF 49.66 +0.13% ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.4 -0.1% -0.1% 80% +0.00% 6.4
LIEN Chicago Atlantic BDC, Inc. 10.00 +0.20% 0.4% Buy ★★★⯪☆ ★★★☆☆ ★★☆☆☆ 1.8 -0.2% -0.1% 55% +0.00% 6.7 0.23 14.11% Aug 13 Financial Services -3.3% 228.2M
SEMI Columbia Select Technology ETF 39.12 +0.95% ★★★⯪☆ ★★★⯪☆ ★★★⯪☆ 2.1 -0.2% -0.1% 45% +0.00% 37.2 4.62% 2.18%
PMM Putnam Managed Municipal Income 6.27 +0.16% 0.2% ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ -0.6 -0.2% -0.1% 69% +0.00% 34.8 0.73 5.47% 5.37% 5.82% Jun 26 Financial Services +6.3% 268.6M
SPBO State Street SPDR Portfolio Cor 29.09 +0.03% ★★☆☆☆ ★★★⯪☆ ★★★★⯪ 1.9 -0.1% -0.1% 80% +0.00% 5.20% 5.53% 4.93%
XYL Xylem Inc. 109.54 +0.27% 4.3% Buy ★★⯪☆☆ ★★★★☆ ★★★⯪☆ 2.8 -0.3% -0.1% 42% +0.00% 27.2 1.08 1.62% 1.24% 1.24% Apr 28 Industrials -12.9% 26.0B
ACAD ACADIA Pharmaceuticals Inc. 21.66 +0.14% 10.6% Buy ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ 0.9 -0.1% -0.1% 80% +0.00% 9.8 0.86 Aug 5 Healthcare +0.3% 3.7B
JBND JPMorgan Active Bond ETF 53.53 +0.04% ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.1 -0.2% -0.1% 65% +0.00% 4.50%
FBDC FT Confluence BDC & Specialty F 17.02 +0.26% ★☆☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.9 -0.3% -0.1% 43% +0.00% 10.6
ODHY Obra Defensive High Yield ETF 9.98 +0.15% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.1% -0.1% 80% +0.00%
TCPC BlackRock TCP Capital Corp. 3.85 +0.00% 6.8% Underperform ★☆☆☆☆ ★☆☆☆☆ ★★☆☆☆ -3.1 -0.1% -0.1% 80% +0.00% 1.03 18.70% 20.20% 18.98% Aug 6 Financial Services -50.8% 323.0M
POLEU Andretti Acquisition Corp. II 11.99 +0.00% ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.6 -0.6% -0.1% 18% +0.00% May 12 Financial Services +15.8%
NHYM Nuveen High Yield Municipal Inc 25.11 +0.42% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.1% -0.1% 80% +0.00% 4.75%
GIGB Goldman Sachs Access Investment 45.98 +0.09% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.1% -0.1% 80% +0.00% 4.70% 4.70% 4.13%
CDNS Cadence Design Systems, Inc. 374.93 +0.29% 2.0% Strong Buy ★★★★⯪ ★★★★⯪ ☆☆☆☆☆ 3.5 -0.3% -0.1% 41% +0.00% 87.2 1.13 Jul 27 Technology +30.2% 103.4B
QETA Quetta Acquisition Corporation 11.71 +0.00% 0.1% ⯪☆☆☆☆ ⯪☆☆☆☆ ☆☆☆☆☆ -5.6 -0.2% -0.1% 50% +0.00% 0.02 Financial Services +9.4% 43.9M
SBH Sally Beauty Holdings, Inc. (Na 13.28 +0.23% 28.0% ★★☆☆☆ ★★☆☆☆ ☆☆☆☆☆ -2.6 -0.2% -0.1% 49% +0.00% 7.3 1.07 Aug 4 Consumer Cyclical +50.9% 1.3B
EOS Eaton Vance Enhance Equity Inco 22.97 +0.17% ★★★⯪☆ ★★⯪☆☆ ★★★⯪☆ 0.6 -0.2% -0.1% 67% +0.00% 7.7 1.18 8.27% 9.00% 9.79% Aug 25 Financial Services -0.0% 1.2B
IEP Icahn Enterprises L.P. - Deposi 7.44 -0.40% 11.8% ★★⯪☆☆ ★☆☆☆☆ ★★☆☆☆ -2.9 -0.3% -0.1% 44% +0.00% 0.78 27.74% 31.29% 33.32% Aug 5 Energy -10.0% 5.0B
CMF iShares California Muni Bond ET 57.35 +0.17% ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 1.6 -0.2% -0.1% 67% +0.00% 3.02% 2.90% 2.55%
SPTB State Street SPDR Portfolio Tre 30.07 +0.00% ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.1 -0.2% -0.1% 59% +0.00% 4.23%
VTES Vanguard Wellington Fund Vangua 101.21 +0.06% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.2% -0.1% 68% +0.00% 2.79% 2.94%
SPSK SP Funds Dow Jones Global Sukuk 18.05 +0.08% ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 0.9 -0.1% -0.1% 80% +0.00% 4.25% 3.39% 3.06%
OAKG Oakmark Global Large Cap ETF 25.19 -0.08% ★★⯪☆☆ ★★⯪☆☆ ★☆☆☆☆ -1.1 -0.1% -0.1% 80% +0.00% 18.7
DARP Grizzle Growth ETF 58.08 -1.38% ★★★⯪☆ ★★★☆☆ ★⯪☆☆☆ 0.4 -0.2% -0.1% 55% +0.00% 31.8 0.43% 0.88%
FDFF Fidelity Disruptive Finance ETF 33.59 +1.02% ★★⯪☆☆ ★★★☆☆ ★★☆☆☆ 0.1 -0.2% -0.1% 77% +0.00% 22.5 0.91%
SPYV State Street SPDR Portfolio S&P 61.05 -0.20% ★★★⯪☆ ★★★⯪☆ ★★⯪☆☆ 1.6 -0.1% -0.1% 80% +0.00% 23.9 1.89% 2.05% 2.17%
APXTU Apex Treasury Corporation 10.16 +0.20% ⯪☆☆☆☆ ⯪☆☆☆☆ ☆☆☆☆☆ -5.6 -0.2% -0.1% 56% +0.00% Financial Services +0.8%
PCI PGIM Corporate Bond 5-10 Year E 49.99 +0.08% ★★☆☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.6 -0.1% -0.1% 80% +0.00%
CTEV Claritev Corporation 25.12 +2.28% 11.6% Buy ★★☆☆☆ ⯪☆☆☆☆ ☆☆☆☆☆ -0.7 -0.3% -0.1% 41% +0.00% 0.77 Aug 6 Healthcare -36.1% 428.2M
FPE First Trust Preferred Securitie 18.02 +0.00% ★★⯪☆☆ ★★★⯪☆ ★★★★☆ 1.9 -0.1% -0.1% 80% +0.00% 22.1 5.97% 6.40% 6.50%
AVTM Avantis Total Equity Markets ET 54.01 +0.22% ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.4 -0.2% -0.1% 56% +0.00% 24.8
GURU Global X Guru Index ETF 67.63 +0.27% ★★★⯪☆ ★★★⯪☆ ★⯪☆☆☆ 1.1 -0.3% -0.1% 44% +0.00% 25.6 0.12% 0.29% 0.24%
ARX Accelerant Holdings 16.31 +0.25% 7.0% Buy ★★⯪☆☆ ★☆☆☆☆ ☆☆☆☆☆ 0.1 -0.2% -0.1% 49% +0.00% Aug 12 Financial Services -38.6% 3.6B
MBBA iShares Mortgage-Backed Securit 49.75 +0.17% ★★☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.4 -0.2% -0.1% 68% +0.30%
CNC Centene Corporation 59.60 +1.17% 3.5% Buy ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -0.1 -0.2% -0.1% 51% +0.00% 1.06 Jul 28 Healthcare +4.4% 29.4B
VONG Vanguard Russell 1000 Growth ET 131.61 +0.55% ★★⯪☆☆ ★★★⯪☆ ★★☆☆☆ 0.9 -0.2% -0.1% 51% +0.00% 35.6 0.49% 0.61% 0.70%
MGC Vanguard Mega Cap ETF 278.57 +0.26% ★★⯪☆☆ ★★★★☆ ★★★☆☆ 2.1 -0.3% -0.1% 45% +0.00% 29.6 1.02% 1.24% 1.36%
GTEN Gores Holdings X, Inc. 10.37 +0.29% 0.0% ★★⯪☆☆ ☆☆☆☆☆ ☆☆☆☆☆ -5.4 -0.2% -0.1% 80% +0.00% 61.0 Financial Services +0.8% 467.4M
BNDW Vanguard Total World Bond ETF 68.46 +0.09% ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 0.9 -0.2% -0.1% 80% +0.00% 4.22% 4.28% 3.67%
CPSS Consumer Portfolio Services, In 9.86 +0.20% 1.6% ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.6 -0.3% -0.1% 40% +0.00% 11.6 1.11 May 5 Financial Services +8.7% 213.9M
PBHC Pathfinder Bancorp, Inc. 13.70 +0.66% 0.1% ★★☆☆☆ ★☆☆☆☆ ★★⯪☆☆ -2.9 -0.2% -0.1% 70% +0.00% 0.17 2.78% 2.76% 2.47% Jul 28 Financial Services -7.1% 85.7M
PTH Invesco Dorsey Wright Healthcar 51.96 +0.47% ★★⯪☆☆ ★★★☆☆ ★★★☆☆ 0.6 -0.2% -0.1% 55% +0.00% 34.2 3.01% 1.02% 0.61%
BNDX Vanguard Total International Bo 48.33 +0.15% ★★⯪☆☆ ★★★☆☆ ★★★★☆ 1.1 -0.1% -0.1% 82% +0.00% 4.49% 4.72% 4.09%