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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
HEQ John Hancock Hedged Equity & In 11.47 -0.78% ★★⯪☆☆ ★☆☆☆☆ ★★★☆☆ -1.7 +0.9% +0.6% 60% +0.00% 7.4 9.16% 9.55% 9.57% Financial Services +9.9% 138.7M
RBIL F/m Ultrashort Treasury Inflati 49.96 +0.13% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.1% -0.1% 85% +0.00% 4.58%
ATAT Atour Lifestyle Holdings Limite 32.23 -1.13% 2.5% Strong Buy ★★⯪☆☆ ★★★★⯪ ★★★☆☆ 5.8 +4.1% +1.6% 40% +0.00% 16.6 0.66 2.46% May 13 Consumer Cyclical -11.7% 4.5B
VT Vanguard Total World Stock Inde 154.78 -0.86% ★★★★☆ ★★★★⯪ ★★★☆☆ 6.0 +3.4% +2.2% 65% +0.00% 22.3 1.74% 1.92% 2.02%
MUSI American Century Multisector In 43.44 +0.06% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 80% +0.00% 5.38% 5.72%
NUV Nuveen Municipal Value Fund, In 9.13 -0.54% 0.2% ★★⯪☆☆ ★★☆☆☆ ★★★☆☆ -0.8 -0.1% -0.1% 67% +0.00% 17.9 0.38 4.38% 4.28% 4.00% Jun 30 Financial Services +6.3% 1.9B
HYS PIMCO 0-5 Year High Yield Corpo 93.05 +0.06% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 76% +0.00% 7.37% 7.26% 6.30%
BAMD Brookstone Dividend Stock ETF 34.00 -0.47% ★★★⯪☆ ★★⯪☆☆ ★★★☆☆ 0.9 +0.8% +0.4% 52% +0.00% 16.8 3.63%
VV Vanguard Large-Cap ETF 341.98 -1.02% ★★⯪☆☆ ★★★★⯪ ★★★☆☆ 3.0 -0.0% -0.0% 57% +0.00% 27.0 1.12% 1.28% 1.38%
TMNL T. Rowe Price Long Municipal In 50.22 -0.02% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.7 -0.9% -0.7% 84% +0.00%
MUNI PIMCO Intermediate Municipal Bo 52.17 +0.04% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 80% +0.00% 3.31% 3.35% 2.90%
IBTH iShares iBonds Dec 2027 Term Tr 22.36 +0.04% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.2 -0.2% -0.2% 83% +0.00% 3.80% 3.89% 3.17%
JKHY Jack Henry & Associates, Inc. 151.67 -1.41% 6.6% Buy ★★★⯪☆ ★★★★☆ ★★★☆☆ 1.0 -4.2% -2.2% 52% +0.00% 21.5 0.57 1.49% 1.36% 1.27% May 5 Technology -15.1% 10.8B
FSTA Fidelity MSCI COnsumer Staples 53.64 -0.89% ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 0.9 -1.0% -0.6% 67% +0.00% 25.5 2.29% 2.40% 2.25%
EAOR iShares ESG Aware 60/40 Balance 37.26 -0.44% ★★★☆☆ ★★★⯪☆ ★★★☆☆ 2.7 +1.3% +0.9% 71% +0.00% 22.8 2.48% 2.52% 2.30%
EAI Entergy Arkansas, LLC First Mor 20.00 +0.00% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -1.2 -1.6% -1.2% 75% +0.00% 5.9
EOI Eaton Vance Enhance Equity Inco 19.70 -1.60% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 57% +0.00% 8.3 1.07 7.95% 8.29% 8.10% May 28 Financial Services -3.2% 807.7M
FTMU Franklin Municipal Income ETF 7.86 -0.03% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.1 +0.1% +0.1% 78% +0.00%
AGMI Themes Silver Miners ETF 57.85 -0.88% ★★☆☆☆ ★★★⯪☆ ★★★☆☆ 1.2 -0.0% -0.0% 36% +0.00% 15.1 4.64%
DUKH Ocean Park High Income ETF 23.86 -0.03% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.1% -0.1% 84% +0.00% 15.7 5.45%
EVN Eaton Vance Municipal Income Tr 11.06 +0.09% Underperform ★★⯪☆☆ ★☆☆☆☆ ★★★☆☆ -3.4 -1.5% -0.8% 51% +0.00% 1106.0 0.63 5.61% 5.57% 5.23% Financial Services +7.5% 441.4M
EGGQ NestYield Visionary ETF 50.27 +0.97% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 1.2 +2.8% +1.2% 44% +5.30% 34.6 7.41%
FHI Federated Hermes, Inc. 58.69 -1.56% 5.4% Hold ★★★⯪☆ ★★★★☆ ★★★☆☆ 1.5 -0.0% -0.0% 53% +0.00% 11.4 0.63 2.68% 4.19% 3.78% Jul 30 Financial Services +26.0% 4.5B
LANDP Gladstone Land Corporation - 6. 20.91 -0.29% ★★⯪☆☆ ★★☆☆☆ ★★★☆☆ -1.0 -0.4% -0.2% 61% +0.00% 1.06 7.61% 7.56% Aug 6 Real Estate +4.8%
DGICB Donegal Group, Inc. 22.15 -3.74% 1.0% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 1.0 +2.6% +1.0% 38% +0.00% 12.4 -0.03 4.14% 4.36% 4.22% Jul 30 Financial Services +43.8% 820.6M
HSCZ iShares Currency Hedged MSCI EA 42.44 -1.01% ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 2.5 +1.6% +1.0% 64% +0.00% 16.3 3.31% 3.15% 7.79%
TOTL State Street DoubleLine Total R 39.16 +0.01% ★★☆☆☆ ★☆☆☆☆ ★★★☆☆ -2.5 -0.0% -0.0% 80% +0.00% 5.19% 5.20% 4.81%
EVSB Eaton Vance Ultra-Short Income 50.89 +0.02% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.1% -0.0% 88% +0.00% 4.58%
AVES Avantis Emerging Markets Value 62.93 -1.49% ★★★⯪☆ ★★★⯪☆ ★★★☆☆ 4.7 +4.7% +2.7% 59% +0.00% 12.1 2.74% 3.69%
IAGG iShares International Aggregate 49.85 -0.08% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 70% +0.00% 4.50% 4.13% 3.15%
RZC Reinsurance Group of America, I 25.34 +0.22% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.4 +0.5% +0.4% 75% +0.00% 7.02% 7.51%
WAFDP WaFd, Inc. - Depositary Shares 16.59 +1.47% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.1% -0.1% 66% +0.00% 6.1 7.48% 7.68% 7.13% Jul 14 Financial Services +2.2%
UVSP Univest Financial Corporation 44.58 -1.39% 2.6% Hold ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ -0.4 -2.5% -1.2% 46% +0.00% 13.4 0.65 2.74% 3.30% 3.26% Jul 22 Financial Services +39.9% 1.2B
PRIV State Street IG Public & Privat 24.99 +0.12% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 81% +0.00% 4.52%
TAGG T. Rowe Price QM U.S. Bond ETF 42.27 +0.06% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 80% +0.00% 34.4 4.48% 4.20%
WAFD WaFd, Inc. 38.12 -3.05% 6.3% Hold ★★★⯪☆ ★★★⯪☆ ★★★☆☆ 4.6 +5.9% +3.6% 60% +0.00% 12.9 3.29% 3.44% 3.23% Oct 15 Financial Services +28.2% 2.8B
LDRC iShares iBonds 1-5 Year Corpora 25.10 +0.14% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 86% +0.00% 4.18%
BPYPM Brookfield Property Partners L. 15.96 -0.03% ★★☆☆☆ ★☆☆☆☆ ★★★☆☆ -2.5 +0.0% +0.0% 46% +0.00% 9.81% 10.24% Financial Services +5.2%
WTIP WisdomTree Inflation Plus Fund 35.44 +0.25% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 2.6 +4.4% +2.6% 60% +0.00%
GGG Graco Inc. 74.59 -2.07% 4.9% Hold ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ -1.7 -5.4% -3.1% 57% +0.00% 24.4 0.92 1.32% 1.17% 1.20% Jul 22 Industrials -12.3% 12.4B
SEPI Shelton Equity Premium Income E 27.90 -0.71% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 65% +0.00% 27.6
JQC Nuveen Credit Strategies Income 4.75 -0.63% 0.1% ★★⯪☆☆ ★⯪☆☆☆ ★★★☆☆ -1.4 +0.2% +0.1% 65% +0.00% 17.0 0.37 12.54% 12.09% 11.03% Apr 4 Financial Services -13.6% 702.1M
MGY Magnolia Oil & Gas Corporation 27.26 +1.38% 14.7% Buy ★★★⯪☆ ★★★☆☆ ★★★☆☆ 2.3 +0.0% +0.0% 44% +0.00% 15.8 0.70 2.52% 2.32% Aug 5 Energy +17.8% 5.2B
FDEM Fidelity Emerging Markets Multi 34.38 -0.81% ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.6 +0.1% +0.1% 58% +0.00% 12.4 3.24% 3.84% 3.80%
FLDR Fidelity Low Duration Bond Fact 50.20 +0.12% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 89% +0.00% 4.33% 5.13% 4.05%
GABC German American Bancorp, Inc. 48.57 -1.56% 3.2% Buy ★★★⯪☆ ★★★⯪☆ ★★★☆☆ 4.4 +3.5% +2.2% 62% +0.00% 13.3 0.58 2.92% 3.04% 2.83% Jul 27 Financial Services +20.7% 1.8B
TPAY Roundhill S&P 500 Target 10 Man 53.00 -0.88% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 65% +0.00%
ZCBG Global X Zero Coupon Bond 2035 48.98 +0.17% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.5 -0.7% -0.5% 74% +0.00%
NRIM Northrim BanCorp Inc 27.84 -2.25% 2.3% Buy ★★★⯪☆ ★★★★☆ ★★★☆☆ 3.2 +0.5% +0.3% 52% +0.00% 9.9 0.88 2.57% 3.60% 3.86% Apr 29 Financial Services +16.1% 619.3M
MFSM MFS Active Intermediate Muni Bo 25.02 +0.00% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.2 +0.3% +0.2% 77% +0.00% 3.58%