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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
ZROZ PIMCO 25 Year Zero Coupon U.S. 56.63 -0.05% — — ★⯪☆☆☆ ★☆☆☆☆ ★★⯪☆☆ -3.6 -1.0% -0.6% 54% +0.00% — — 4.99% 4.49% 3.78% — — —
EVTC Evertec, Inc. 30.91 -0.90% 6.3% Buy ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 1.1 -1.3% -0.6% 42% +0.00% 20.1 0.72 0.55% 0.56% 0.54% Nov 4 Technology +1.8% 1.9B
HITI High Tide Inc. 2.62 +1.95% — — ★★⯪☆☆ ★★★⯪☆ ☆☆☆☆☆ -0.6 -1.5% -0.6% 37% +0.00% — 0.95 — — — Sep 14 Healthcare -22.8% 233.6M
PFAI Pinnacle Food Group Limited 5.10 +5.15% 0.2% — ★★⯪☆☆ ⯪☆☆☆☆ ☆☆☆☆☆ -5.1 -1.5% -0.6% 37% +7.32% — — — — — — Consumer Defensive +27.3% 60.0M
FLXI Invesco Flexible Income ETF 47.58 +0.00% — — ★★☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.8 -0.7% -0.6% 76% +0.00% — — — — — — — —
WEST Westrock Coffee Company 8.44 -1.40% 15.0% — ★★☆☆☆ ⯪☆☆☆☆ ☆☆☆☆☆ -5.3 -1.5% -0.6% 38% +0.00% — 0.89 — — — Nov 5 Consumer Defensive +64.9% 824.0M
TMDE TMD Energy Limited 0.57 -5.19% 0.9% — ★☆☆☆☆ ⯪☆☆☆☆ ☆☆☆☆☆ -5.8 -2.0% -0.6% 28% +0.00% — — — — — — Energy -27.3% 13.4M
DLY DoubleLine Yield Opportunities 13.00 -0.91% — — ★★☆☆☆ ★★☆☆☆ ★★⯪☆☆ -1.8 -0.9% -0.6% 64% +0.00% 22.4 — 9.99% 9.62% 9.51% — Financial Services -10.3% 631.0M
SMHB ETRACS Monthly Pay 2x Leveraged 3.16 -1.30% — — ★☆☆☆☆ ⯪☆☆☆☆ ★★⯪☆☆ -4.6 -1.5% -0.6% 37% +0.00% — — 19.16% 19.41% 18.88% — — —
MQY Blackrock MuniYield Quality Fun 10.22 -0.73% 0.3% — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.5 -1.0% -0.5% 53% +0.00% 33.0 0.73 6.20% 5.93% 5.56% — Financial Services -11.4% 1.5B
PDX PDX 20.25 +1.15% — — ★★⯪☆☆ ★★⯪☆☆ ★☆☆☆☆ -1.5 -1.1% -0.5% 52% +0.00% 21.3 — 23.76% 12.53% 9.81% Sep 4 Financial Services -9.2% 905.3M
FNF Fidelity National Financial, In 39.74 -0.77% 5.2% Buy ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 2.1 -1.3% -0.5% 44% +0.00% 13.8 0.99 4.30% 3.81% 4.09% Nov 5 Financial Services -26.0% 10.7B
VBCG Vanguard Target Maturity 2033 C 72.45 +0.06% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.8 -0.8% -0.5% 73% +0.00% — — — — — — — —
ARDC Ares Dynamic Credit Allocation 11.25 -0.07% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.5 -1.1% -0.5% 50% +0.00% 53.6 — 10.67% 9.79% 9.94% — Financial Services -14.4% 269.6M
FPFD Fidelity Preferred Securities & 20.50 -0.19% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.5 -0.9% -0.5% 61% +0.00% — — 5.36% 5.09% 4.97% — — —
BSTU Invesco BulletShares 2030 Treas 24.48 -0.04% — — ★★☆☆☆ ★★⯪☆☆ ★★⯪☆☆ -1.0 -0.7% -0.5% 77% +0.00% — — — — — — — —
LEND SEI High Yield Bond & Alternati 24.02 +0.10% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.5 -0.7% -0.5% 75% +0.00% — — — — — — — —
INTA Intapp, Inc. 44.58 +2.15% 6.2% Buy ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -0.2 -1.4% -0.5% 38% +0.00% — 0.33 — — — Oct 27 Technology +13.9% 3.4B
ONBPP Old National Bancorp - Deposita 25.05 +0.18% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.5 -0.6% -0.5% 89% +0.00% 28.1 0.86 7.03% 7.07% 7.06% Jul 21 Financial Services -1.0% —
MNR Mach Natural Resources LP 10.85 -1.99% 3.1% Strong Buy ★★⯪☆☆ ★★☆☆☆ ★★☆☆☆ 1.2 -1.5% -0.5% 35% +0.00% 18.1 -0.37 13.72% — — Nov 5 Energy -8.1% 1.8B
BRT BRT Apartments Corp. (MD) 13.39 -1.14% 3.0% — ★★☆☆☆ ★⯪☆☆☆ ★★⯪☆☆ -2.5 -1.1% -0.5% 52% +0.00% — 0.88 7.18% 6.32% 5.80% Nov 5 Real Estate -9.4% 251.7M
LRE Lead Real Estate Co., Ltd 1.07 -0.65% 3.0% — ★⯪☆☆☆ ★☆☆☆☆ ★★☆☆☆ -3.8 -1.9% -0.5% 29% +0.00% 4.0 1.44 — — — — Real Estate -24.3% 14.7M
MAT Mattel, Inc. 16.98 -1.31% 16.7% Buy ★★☆☆☆ ★★☆☆☆ ☆☆☆☆☆ -0.1 -1.4% -0.5% 39% +8.23% 12.6 0.70 — — — Nov 5 Consumer Cyclical -6.4% 4.8B
IBCB iShares iBonds Dec 2036 Term Co 23.77 -0.54% — — ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ -1.0 -0.8% -0.5% 70% +0.00% — — — — — — — —
YDES YD Bio Limited 5.92 -12.17% 1.1% — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -2.0 -2.2% -0.5% 24% +0.00% — -0.16 — — — — Healthcare -66.1% 419.3M
BRW BRW 5.90 -0.66% 0.1% — ★★⯪☆☆ ★☆☆☆☆ ★★☆☆☆ -3.3 -1.0% -0.5% 54% +0.00% 7.7 0.41 15.38% 14.52% 13.66% Jul 7 Financial Services -18.3% 300.3M
RMCA Rockefeller California Municipa 22.95 -0.12% — — ★★☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.8 -0.7% -0.5% 73% +0.00% — — 4.41% — — — — —
BNKU MicroSectors U.S. Big Banks 3 L 29.79 -3.00% — — ⯪☆☆☆☆ ★★⯪☆☆ ☆☆☆☆☆ -3.0 -1.9% -0.5% 28% +0.00% 12.2 — — — — Aug 25 — —
FINX Global X FinTech ETF 24.22 -0.21% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.8 -1.2% -0.5% 44% +0.00% 17.2 — 0.75% 0.51% 1.47% — — —
AFYA Afya Limited 14.81 +1.93% 41.7% Hold ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -1.0 -1.0% -0.5% 51% +0.00% 9.0 0.37 4.33% — — Nov 12 Consumer Defensive -3.0% 1.3B
BTOT iShares Total USD Fixed Income 47.63 +0.00% — — ★★☆☆☆ ★★⯪☆☆ ★★⯪☆☆ -1.0 -0.7% -0.5% 75% +0.00% — — — — — — — —
VBCJ Vanguard Target Maturity 2036 C 71.68 +0.11% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.8 -0.8% -0.5% 68% +0.00% — — — — — — — —
NFRX Harrison Street Infrastructure 24.78 +0.00% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.8 -0.8% -0.5% 64% +0.00% 20.0 — — — — — — —
PMTS CPI Card Group Inc. 25.89 +4.31% 5.2% — ★★⯪☆☆ ★☆☆☆☆ ☆☆☆☆☆ -4.3 -1.6% -0.5% 33% +0.00% 22.7 1.12 — — — Nov 3 Financial Services +58.5% 300.1M
HLI Houlihan Lokey, Inc. 127.07 -1.91% 4.4% Buy ★★☆☆☆ ★★★★☆ ★★★⯪☆ 1.8 -1.0% -0.5% 51% +0.00% 21.3 1.01 1.74% 1.59% 1.83% Oct 28 Financial Services -32.8% 8.9B
MAGC Roundhill China Magnificent Sev 17.99 -0.11% — — ★★☆☆☆ ★★⯪☆☆ ★★☆☆☆ -1.3 -1.1% -0.5% 49% +0.00% — — 4.05% — — — — —
YSG Yatsen Holding Limited 2.58 -2.64% 0.4% — ★★☆☆☆ ★⯪☆☆☆ ☆☆☆☆☆ -3.8 -1.7% -0.5% 32% +0.00% — -1.71 — — — Nov 17 Consumer Defensive -68.8% 242.0M
IPAY Amplify Digital Payments ETF 48.95 -0.61% — — ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 0.7 -1.1% -0.5% 46% +0.00% 16.2 — 0.78% 0.55% 0.33% — — —
JQC Nuveen Credit Strategies Income 4.50 +0.56% 0.7% — ★★⯪☆☆ ★☆☆☆☆ ★★⯪☆☆ -3.0 -1.0% -0.5% 54% +0.00% 14.5 0.39 12.73% 12.14% 11.28% Apr 4 Financial Services -10.0% 665.9M
NPV Nuveen Virginia Quality Municip 9.60 +0.10% 0.1% — ★☆☆☆☆ ★⯪☆☆☆ ★★⯪☆☆ -3.0 -0.8% -0.5% 62% +0.00% 8.4 0.72 6.94% 6.60% 5.60% Aug 4 Financial Services -16.3% 187.8M
DMAAU Drugs Made In America Acquisiti 11.08 +0.00% — — ⯪☆☆☆☆ ⯪☆☆☆☆ ☆☆☆☆☆ -6.0 -0.9% -0.5% 58% +0.00% — — — — — May 20 Financial Services +7.8% —
TWLO Twilio Inc. 244.37 -10.62% 5.3% Buy ★★★★☆ ★★★★☆ ☆☆☆☆☆ 2.2 -1.4% -0.5% 39% +0.00% 33.8 1.36 — — — Oct 29 Technology +150.8% 37.5B
FREI Fidelity Real Estate Income ETF 23.88 -0.35% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.8 -0.8% -0.5% 68% +0.00% 24.7 — — — — — — —
BCPL BNY Mellon Core Plus ETF 23.83 -0.25% — — ★★☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.8 -0.7% -0.5% 74% +0.00% — — — — — — — —
NYC American Strategic Investment C 5.76 +0.00% 0.5% — ★☆☆☆☆ ★☆☆☆☆ ☆☆☆☆☆ -5.0 -1.4% -0.5% 37% +0.00% 1.2 0.17 — — 2.82% Nov 16 Real Estate -41.5% 18.2M
HMH HMH Holding Inc. 17.38 +0.64% 8.5% Strong Buy ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ 1.3 -1.4% -0.5% 38% +0.00% 25.6 — — — — Nov 4 Energy -10.4% 207.6M
EWN iShares MSCI Netherlands Index 64.84 -0.15% — — ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 0.5 -0.7% -0.5% 75% +0.89% 18.1 — 4.80% 2.96% 2.46% — — —
DYFI IDX Dynamic Fixed Income ETF 22.18 -0.09% — — ★★☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.8 -0.6% -0.5% 84% +0.00% 58.2 — 4.48% — — — — —
PHI PLDT Inc. Sponsored 20.01 +0.55% 0.7% — ★★⯪☆☆ ★⯪☆☆☆ ★★★☆☆ -2.0 -1.0% -0.5% 52% +0.00% 9.5 0.33 7.94% 5.98% 6.69% Nov 10 Communication Services +5.0% 4.3B
SGRP SPAR Group, Inc. 0.65 +0.00% 0.4% — ★☆☆☆☆ ★☆☆☆☆ ☆☆☆☆☆ -5.0 -1.5% -0.5% 36% +0.00% — 0.19 — — — Aug 13 Industrials -39.8% 18.5M