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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
IYK iShares U.S. Consumer Staples E 76.73 -0.62% — — ★★⯪☆☆ ★★★★☆ ★★★☆☆ 2.3 +0.1% +0.0% 58% +1.03% 24.6 — 2.66% 2.57% 2.49% — — —
JXI iShares Global Utilities ETF 79.50 -1.91% — — ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.5 -0.0% -0.0% 55% +0.00% 18.1 — 2.52% 3.03% 3.07% — — —
RODM Hartford Multifactor Developed 41.57 -0.62% — — ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.5 -0.0% -0.0% 56% +0.00% 15.0 — 2.99% 3.68% 3.97% — — —
MBWM Mercantile Bank Corporation 58.46 -0.26% 3.7% Hold ★★⯪☆☆ ★★★★☆ ★★★☆☆ 1.4 -0.2% -0.1% 60% +0.00% 10.3 0.84 2.97% 3.28% 3.53% Oct 20 Financial Services +31.3% 1.0B
IBMQ iShares iBonds Dec 2028 Term Mu 25.29 +0.10% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 70% +0.00% — — 2.48% 2.39% 2.02% — — —
ODTE VegaShares SPX NDX RTY Premium 24.30 +0.70% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 60% +0.00% 21.8 — — — — — — —
ECCC Eagle Point Credit Company 6.50 23.35 +0.00% — — ★★⯪☆☆ ★★☆☆☆ ★★★☆☆ -0.1 +1.1% +0.7% 63% +0.00% 12.8 0.38 6.69% 7.01% 7.06% Aug 4 Financial Services +0.2% —
DFAR DFA Real Estate Securities Port 24.48 -1.17% — — ★★☆☆☆ ★★★☆☆ ★★★☆☆ 0.5 +0.0% +0.0% 57% +0.00% 27.8 — 3.61% 2.98% — — — —
HYUP Xtrackers High Beta High Yield 39.16 -0.19% — — ★★☆☆☆ ★★☆☆☆ ★★★☆☆ -0.9 +0.1% +0.1% 65% +0.00% — — 7.42% 7.63% 7.35% — — —
WNEB Western New England Bancorp, In 13.57 +0.15% 1.5% — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 1.6 +3.1% +1.6% 51% +0.00% 16.3 0.77 2.12% 2.95% 3.02% Oct 27 Financial Services +21.4% 272.0M
TLA GraniteShares Autocallable TSLA 24.43 -0.82% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.1% +0.0% 58% +0.00% — — — — — — — —
DIS Walt Disney Company (The) 109.87 -0.65% 1.1% Strong Buy ★★★⯪☆ ★★★☆☆ ★★★☆☆ 2.9 +0.0% +0.0% 54% +0.00% 22.7 1.42 1.46% 1.04% 0.62% Nov 17 Communication Services -1.2% 189.7B
CVLC Calvert US Large-Cap Core Respo 94.62 +0.51% — — ★★★⯪☆ ★★★⯪☆ ★★★☆☆ 2.0 -0.0% -0.0% 61% +0.00% 24.4 — 1.00% 1.07% — — — —
STPZ PIMCO 1-5 Year U.S. TIPS Index 52.29 -0.09% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.1 +0.1% +0.1% 81% +0.00% — — 4.57% 3.24% 3.38% — — —
ADAMI Adamas Trust, Inc. - 9.125% Sen 24.83 +0.39% — — ★★☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.3 -0.0% -0.0% 73% +0.00% — — 9.13% — — — — —
JUST Goldman Sachs JUST U.S. Large C 109.82 +0.42% — — ★★★⯪☆ ★★★★⯪ ★★★☆☆ 5.2 +2.7% +1.7% 64% +0.00% 24.0 — 1.02% 1.14% 1.26% — — —
NVGS Navigator Holdings Ltd. 20.75 -2.70% 5.4% Strong Buy ★★★⯪☆ ★★★★☆ ★★★☆☆ 4.6 +2.2% +1.0% 47% +0.00% 9.6 0.48 1.39% 1.33% — Nov 4 Energy +40.2% 1.3B
SPVM Invesco S&P 500 Value with Mome 75.37 -0.91% — — ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.5 -0.0% -0.0% 60% +0.00% 14.3 — 1.98% 2.10% 2.20% — — —
AGNCM AGNC Investment Corp. - Deposit 24.63 -0.30% — — ★★⯪☆☆ ★★☆☆☆ ★★★☆☆ -0.8 -0.0% -0.0% 62% +0.00% — 1.34 8.64% 8.78% 8.42% Jul 21 Real Estate +0.3% —
AVA Avista Corporation 36.12 -1.50% 6.0% Hold ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.2 +0.2% +0.1% 54% +0.00% 13.0 0.21 4.90% 5.06% 4.82% Nov 4 Utilities -6.0% 3.0B
ONEV State Street SPDR Russell 1000 145.60 -0.66% — — ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.9 +0.7% +0.4% 59% +0.00% 16.3 — 2.03% 1.94% 1.89% — — —
FDV Federated Hermes U.S. Strategic 33.11 -0.75% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 56% +0.00% 19.1 — 3.13% 3.20% — — — —
NRIM Northrim BanCorp Inc 23.36 -0.79% 5.7% Buy ★★⯪☆☆ ★★★★☆ ★★★☆☆ 3.1 -0.0% -0.0% 49% +0.00% 9.5 0.92 2.53% 3.33% 3.81% Oct 28 Financial Services +12.4% 519.7M
FBDC FT Confluence BDC & Specialty F 16.14 -1.64% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 54% +0.00% 11.9 — 11.38% — — — — —
XIDV Franklin International Dividend 38.12 +0.46% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 1.0 +2.1% +1.0% 45% +0.00% 12.5 — 6.21% — — — — —
CA Xtrackers California Municipal 25.00 — — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.2 -0.3% -0.2% 80% +0.00% — — 3.26% — — — — —
BEN Franklin Templeton, Inc. 30.71 -0.87% 4.8% Hold ★★★⯪☆ ★★★☆☆ ★★★☆☆ 3.7 +4.6% +2.4% 53% +0.00% 20.9 1.58 4.80% 5.30% 4.99% Nov 6 Financial Services +36.8% 15.6B
BVN Buenaventura Mining Company Inc 30.23 -0.64% 2.5% Hold ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 0.7 -0.0% -0.0% 43% +0.00% 6.9 0.42 3.72% 2.05% 1.57% Oct 29 Basic Materials +18.6% 7.7B
BSMV Invesco BulletShares 2031 Munic 20.15 -0.10% — — ★★☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.2 +0.0% +0.0% 73% +0.00% — — 2.93% 2.99% — — — —
HNNA Hennessy Advisors, Inc. 10.27 -0.68% 0.1% — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.2% -0.1% 44% +0.00% 9.8 0.54 5.90% 6.16% 6.18% Aug 6 Financial Services +3.5% 81.2M
BBEU JPMorgan BetaBuilders Europe ET 75.25 -1.12% — — ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.5 +0.1% +0.0% 62% +0.00% 17.5 — 3.05% 3.28% 3.67% — — —
WRB W.R. Berkley Corporation 75.42 +1.96% 5.6% Hold ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 0.1 -0.0% -0.0% 47% +1.76% 15.5 0.27 2.72% 2.36% 2.36% Oct 19 Financial Services +0.7% 28.0B
ACLO TCW AAA CLO ETF 50.48 +0.00% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.1 +0.1% +0.1% 90% +0.00% — — 4.91% — — — — —
ROSC Hartford Multifactor Small Cap 54.24 -0.17% — — ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.5 +0.0% +0.0% 58% +0.00% 13.3 — 2.09% 2.12% 2.17% — — —
ESGU iShares ESG Aware MSCI USA ETF 167.83 +0.59% — — ★★★⯪☆ ★★★⯪☆ ★★★☆☆ 3.9 +3.0% +1.9% 64% +0.00% 24.4 — 1.00% 1.11% 1.29% — — —
PXED Phoenix Education Partners, Inc 23.68 +0.21% 16.4% Buy ★★☆☆☆ ★★☆☆☆ ★★★☆☆ 1.2 +0.0% +0.0% 41% +0.00% 10.2 — — — — Nov 19 Consumer Defensive -36.5% 853.6M
PANL Pangaea Logistics Solutions Ltd 7.66 +0.66% 2.8% — ★★★⯪☆ ★★★☆☆ ★★★☆☆ 1.3 +0.0% +0.0% 41% +0.00% 10.5 0.81 3.14% 4.78% 5.16% Nov 5 Industrials +56.6% 501.5M
YLDE Franklin ClearBridge Enhanced I 56.76 +0.55% — — ★★☆☆☆ ★★★⯪☆ ★★★☆☆ 1.2 -0.0% -0.0% 57% +0.00% 22.7 — 7.51% 4.47% 3.40% — — —
SEIC SEI Investments Company 104.79 +0.37% 2.7% Buy ★★★⯪☆ ★★★★⯪ ★★★☆☆ 3.7 -0.0% -0.0% 59% +0.00% 18.5 0.97 1.21% 1.27% 1.34% Oct 21 Financial Services +27.8% 12.6B
LANDO Gladstone Land Corporation - 6. 19.70 +0.00% — — ★★☆☆☆ ★⯪☆☆☆ ★★★☆☆ -1.8 -0.0% -0.0% 55% +0.00% — 1.10 7.43% 7.19% 6.93% Aug 6 Real Estate +2.1% —
CVIE Calvert International Responsib 80.73 +0.06% — — ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 2.8 +2.3% +1.3% 59% +0.00% 17.2 — 2.54% 2.50% — — — —
BSMY Invesco BulletShares 2034 Munic 23.14 -0.21% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.2 +0.3% +0.2% 67% +0.00% — — 3.65% — — — — —
QSIG WisdomTree U.S. Short Term Corp 47.46 -0.15% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.1 +0.1% +0.1% 75% +0.00% — — 4.40% 4.35% 3.66% — — —
SCSB Sterling Capital Short Duration 24.58 -0.06% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.1 -0.1% -0.1% 83% +0.00% — — — — — — — —
TFSA Terra Income Fund 6, LLC 7.00% 15.25 +5.54% — — ★☆☆☆☆ ★★⯪☆☆ ★★★☆☆ 0.3 +3.2% +1.0% 32% +0.00% — — 8.35% 7.68% — — — —
FEMS First Trust Emerging Markets Sm 43.83 -0.77% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 60% +0.00% 7.6 — 4.11% 3.87% 4.52% — — —
VT Vanguard Total World Stock Inde 156.82 -0.94% — — ★★★⯪☆ ★★★★⯪ ★★★☆☆ 3.5 +0.0% +0.0% 56% +0.00% 20.3 — 1.65% 1.86% 1.99% — — —
CRXP Columbia Core Plus Bond ETF 18.96 +0.11% — — ★★☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.6 -0.5% -0.3% 73% +0.16% — — — — — — — —
VTG Vanguard Total Treasury ETF 72.92 +0.11% — — ★☆☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.9 -0.2% -0.1% 77% +0.00% — — 3.69% — — — — —
VFMF Vanguard U.S. Multifactor ETF 184.30 -0.43% — — ★★★⯪☆ ★★★★⯪ ★★★☆☆ 5.5 +3.2% +2.0% 62% +0.00% 15.5 — 1.56% 1.65% 1.86% — — —