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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
JQUA JPMorgan U.S. Quality Factor ET 75.20 +0.41% — — ★★★⯪☆ ★★★★⯪ ★★⯪☆☆ 3.3 +0.0% +0.0% 65% +0.00% 23.6 — 1.19% 1.25% 1.34% — — —
CBNK Capital Bancorp, Inc. 39.39 -0.51% 6.1% Hold ★★★⯪☆ ★★★⯪☆ ★★⯪☆☆ 0.9 -0.0% -0.0% 46% +0.00% 11.6 0.51 1.56% 1.52% 1.34% Oct 26 Financial Services +33.1% 641.9M
MLI Mueller Industries, Inc. 60.82 +1.25% 2.2% Strong Buy ★★★⯪☆ ★★★★⯪ ★★★☆☆ 4.8 +0.0% +0.0% 50% +0.00% 15.8 1.09 1.08% 1.21% 1.34% Oct 20 Industrials +15.1% 13.5B
BALL Ball Corporation 63.84 +1.01% 3.5% Buy ★★⯪☆☆ ★★★☆☆ ★★★☆☆ 2.5 -0.0% -0.0% 50% +0.00% 18.2 0.96 1.40% 1.38% 1.34% Nov 3 Consumer Cyclical +29.7% 17.0B
SCHW Charles Schwab Corporation (The 89.58 -2.59% 1.2% Buy ★★★☆☆ ★★★★⯪ ★★★☆☆ 6.0 +6.2% +2.6% 42% +0.00% 15.7 0.78 1.28% 1.38% 1.34% Oct 15 Financial Services -3.1% 154.9B
BBMC JPMorgan BetaBuilders U.S. Mid 121.03 +0.13% — — ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 1.3 +0.0% +0.0% 59% +0.00% 19.3 — 1.22% 1.30% 1.34% — — —
WTW Willis Towers Watson Public Lim 314.45 -0.33% 3.6% Buy ★★★☆☆ ★★★★☆ ★★⯪☆☆ 6.8 +7.7% +3.9% 50% +0.00% 19.5 0.47 1.31% 1.24% 1.34% Oct 29 Financial Services -4.5% 29.2B
SEIC SEI Investments Company 104.79 +0.37% 2.7% Buy ★★★⯪☆ ★★★★⯪ ★★★☆☆ 3.7 -0.0% -0.0% 59% +0.00% 18.4 0.97 1.21% 1.27% 1.34% Oct 21 Financial Services +26.6% 12.6B
VTHR Vanguard Russell 3000 ETF 336.64 +0.41% — — ★★★★☆ ★★★★⯪ ★★★⯪☆ 4.0 +0.0% +0.0% 66% +0.00% 23.7 — 1.11% 1.22% 1.34% — — —
CPTL Global X Morningstar Capital Al 48.87 +0.54% — — ★★★⯪☆ ★★★★☆ ★★⯪☆☆ 2.7 +0.3% +0.2% 64% +0.00% 26.3 — 2.57% 1.53% 1.34% — — —
SCHK Schwab 1000 Index ETF 36.80 +0.46% — — ★★★⯪☆ ★★★★☆ ★★⯪☆☆ 4.1 +2.5% +1.6% 64% +0.00% 24.0 — 1.12% 1.23% 1.34% — — —
ICLN iShares Global Clean Energy ETF 16.26 -0.43% — — ★★★⯪☆ ★★★☆☆ ★★⯪☆☆ 1.8 +1.6% +0.8% 54% +0.00% 19.7 — 1.05% 1.52% 1.34% — — —
AVUS Avantis U.S. Equity ETF 128.93 +0.23% — — ★★★⯪☆ ★★★★⯪ ★★★⯪☆ 4.3 +0.9% +0.5% 61% +0.00% 20.6 — 1.00% 1.21% 1.33% — — —
FSMD Fidelity Small-Mid Multifactor 49.34 -0.02% — — ★★⯪☆☆ ★★★☆☆ ★★☆☆☆ 0.2 -0.0% -0.0% 61% +0.00% 17.0 — 1.37% 1.39% 1.33% — — —
GSSC GS ActiveBeta U.S. Small Cap Eq 84.80 +0.32% — — ★★⯪☆☆ ★★★☆☆ ★★⯪☆☆ 0.5 +0.0% +0.0% 54% +0.00% 14.8 — 1.06% 1.31% 1.33% — — —
VONE Vanguard Russell 1000 ETF 345.91 +0.36% — — ★★★⯪☆ ★★★⯪☆ ★★★☆☆ 2.0 +0.0% +0.0% 67% +0.00% 24.0 — 1.09% 1.22% 1.33% — — —
FUL H. B. Fuller Company 51.06 -0.51% 7.3% — ★★☆☆☆ ★★★☆☆ ★★★☆☆ -1.7 -4.4% -2.2% 50% +0.00% 14.2 0.99 1.68% 1.47% 1.33% Sep 23 Basic Materials -13.1% 2.7B
SHE State Street SPDR MSCI USA Gend 155.65 +0.23% — — ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 2.2 +1.5% +0.9% 63% +0.00% 22.1 — 1.22% 1.21% 1.33% — — —
PNR Pentair plc. 52.75 -1.29% 5.4% Buy ★☆☆☆☆ ★★☆☆☆ ★★★☆☆ -3.2 -8.1% -3.8% 47% +0.00% 13.8 1.03 1.20% 1.05% 1.33% Oct 27 Industrials -51.0% 8.5B
EFIV State Street SPDR S&P 500 ESG E 74.15 +0.23% — — ★★★⯪☆ ★★⯪☆☆ ★★⯪☆☆ 1.9 +2.6% +1.7% 64% +0.00% 23.2 — 1.06% 1.19% 1.33% — — —
BKLC BNY Mellon US Large Cap Core Eq 48.99 +0.51% — — ★★★⯪☆ ★★★★⯪ ★★★☆☆ 5.2 +2.7% +1.7% 64% +0.00% 24.4 — 1.16% 1.22% 1.33% — — —
HDB HDFC Bank Limited 23.08 -3.19% 0.7% Buy ★★☆☆☆ ★★★⯪☆ ★★★☆☆ 2.4 -0.1% -0.1% 52% +0.00% 14.9 0.41 — 0.80% 1.32% Jan 16 Financial Services -34.9% 118.6B
OSCV Opus Small Cap Value ETF 39.84 -0.55% — — ★★☆☆☆ ★★★⯪☆ ★★⯪☆☆ 1.0 +0.0% +0.0% 54% +0.00% 16.0 — 1.17% 1.26% 1.32% — — —
CB Chubb Limited 356.27 -0.98% 0.8% Buy ★★★⯪☆ ★★★★☆ ★★⯪☆☆ 2.0 +0.0% +0.0% 56% +0.00% 12.6 0.36 0.91% 1.09% 1.32% Oct 20 Financial Services +34.1% 137.4B
XJR iShares ESG Select Screened S&P 47.99 +0.08% — — ★★⯪☆☆ ★★★☆☆ ★★⯪☆☆ 0.5 +0.0% +0.0% 54% +0.00% 17.2 — 0.99% 1.20% 1.32% — — —
XJH iShares ESG Select Screened S&P 48.78 +0.08% — — ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 1.3 +0.0% +0.0% 56% +0.00% 19.7 — 1.19% 1.24% 1.32% — — —
ONOF Global X Adaptive U.S. Risk Man 41.00 +0.48% — — ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 1.8 +0.8% +0.5% 63% +0.00% 24.5 — 1.28% 1.18% 1.32% — — —
DVLU First Trust Dorsey Wright Momen 38.74 -0.46% — — ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 1.3 +0.0% +0.0% 52% +0.00% 17.5 — 0.81% 0.99% 1.32% — — —
ICE Intercontinental Exchange Inc. 158.40 -1.96% 1.4% Buy ★★★☆☆ ★★★★☆ ★★⯪☆☆ 2.9 +0.0% +0.0% 51% +0.00% 22.3 0.94 1.33% 1.25% 1.32% Oct 29 Financial Services +3.0% 88.9B
ATR AptarGroup, Inc. 124.63 +0.10% 3.7% Buy ★★☆☆☆ ★★★⯪☆ ★★⯪☆☆ 2.6 +0.0% +0.0% 49% +0.00% 22.5 0.34 1.49% 1.30% 1.32% Oct 29 Healthcare -4.6% 7.9B
MKTX MarketAxess Holdings, Inc. 164.53 -0.07% 11.8% Hold ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 0.5 +0.0% +0.0% 39% +0.00% 19.4 0.79 1.95% 1.57% 1.32% Nov 5 Financial Services -3.7% 5.8B
LSAF LeaderShares AlphaFactor US Cor 55.75 -0.31% — — ★★⯪☆☆ ★★★☆☆ ★★☆☆☆ 1.1 +1.3% +0.8% 61% +0.00% 17.2 — 0.68% 0.65% 1.31% — — —
IEZ iShares U.S. Oil Equipment & Se 26.77 +0.64% — — ★★☆☆☆ ★⯪☆☆☆ ★★⯪☆☆ -1.0 +2.4% +1.0% 42% +0.00% 20.4 — 1.27% 1.61% 1.31% — — —
LBRT Liberty Energy Inc. 17.09 +2.95% 14.9% Buy ★★⯪☆☆ ★★☆☆☆ ★★⯪☆☆ 1.0 -0.0% -0.0% 42% +0.00% 23.1 0.72 1.51% 1.75% 1.31% Oct 21 Energy +4.7% 2.8B
KEMQ KraneShares Public-Private Emer 23.80 -0.06% — — ★★⯪☆☆ ★★★☆☆ ★★★☆☆ 0.7 -0.0% -0.0% 54% +0.00% 14.6 — 5.29% 2.09% 1.31% — — —
USSG Xtrackers MSCI USA Selection Eq 71.70 +0.41% — — ★★★⯪☆ ★★★★☆ ★★★☆☆ 2.7 -0.0% -0.0% 60% +0.00% 24.5 — 1.04% 1.19% 1.31% — — —
BBUS JPMorgan BetaBuilders U.S. Equi 138.22 +0.40% — — ★★★⯪☆ ★★★★⯪ ★★⯪☆☆ 3.2 -0.0% -0.0% 62% +0.00% 24.4 — 1.07% 1.21% 1.31% — — —
WIT Wipro Limited 1.93 -1.03% 4.5% Underperform ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -3.0 -2.9% -1.4% 48% +3.93% 13.8 0.41 1.10% 1.77% 1.31% Jan 15 Technology -27.5% 19.1B
SMOG VanEck Low Carbon Energy ETF 131.70 +0.28% — — ★★⯪☆☆ ★★★⯪☆ ★★★☆☆ 1.5 -0.0% -0.0% 55% +0.00% 22.4 — 1.54% 1.60% 1.31% — — —
CSV Carriage Services, Inc. 35.09 -3.07% 4.7% Strong Buy ★★★⯪☆ ★★★★☆ ★★★☆☆ 3.8 +0.0% +0.0% 47% +0.00% 12.5 0.79 1.03% 1.30% 1.31% Nov 4 Consumer Cyclical -19.5% 557.3M
FEX First Trust Large Cap Core Alph 135.18 -0.09% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 0.6 +1.3% +0.9% 68% +0.00% 18.3 — 1.08% 1.18% 1.31% — — —
DE Deere & Company 627.00 -2.32% 2.1% Buy ★★★⯪☆ ★★★★⯪ ★★☆☆☆ 6.2 +6.1% +3.1% 51% +1.21% 34.9 0.87 1.13% 1.34% 1.30% Nov 25 Industrials +38.8% 169.1B
IEX IDEX Corporation 233.86 -0.72% 3.9% Buy ★★★★☆ ★★★★☆ ★★⯪☆☆ 3.3 -0.1% -0.0% 57% +0.00% 33.6 0.96 1.35% 1.39% 1.30% Oct 28 Industrials +41.4% 17.2B
FTCS First Trust Capital Strength ET 99.00 -0.53% — — ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ -0.5 +0.0% +0.0% 61% +0.77% 21.2 — 1.22% 1.29% 1.30% — — —
EXPO Exponent, Inc. 72.25 +0.56% 7.6% — ★★★⯪☆ ★★★★☆ ★★⯪☆☆ 2.5 +0.0% +0.0% 52% +0.00% 32.4 0.70 1.81% 1.50% 1.30% Oct 29 Industrials +4.0% 3.4B
GSLC Goldman Sachs ActiveBeta U.S. L 146.37 +0.44% — — ★★★⯪☆ ★★★★⯪ ★★⯪☆☆ 4.1 +1.4% +0.9% 62% +0.00% 22.8 — 1.08% 1.17% 1.29% — — —
SNPE Xtrackers S&P 500 Scored & Scre 70.08 +0.30% — — ★★★⯪☆ ★★★★⯪ ★★★☆☆ 4.4 +1.5% +0.9% 62% +0.00% 23.2 — 1.04% 1.16% 1.29% — — —
JKHY Jack Henry & Associates, Inc. 152.79 -0.26% 6.9% Buy ★★★☆☆ ★★★★☆ ★★⯪☆☆ 2.9 +0.0% +0.0% 46% +0.00% 21.9 0.56 1.50% 1.37% 1.29% Nov 3 Technology -1.2% 10.7B
FIDU Fidelity MSCI Industrials Index 88.21 -0.50% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.3 -0.1% -0.1% 56% +0.00% 27.2 — 0.93% 1.26% 1.29% — — —
RNRG Global X Renewable Energy Produ 30.87 -1.64% — — ★☆☆☆☆ ★★⯪☆☆ ★★☆☆☆ -1.7 -0.7% -0.4% 59% +0.00% 19.5 — 1.72% 1.41% 1.29% — — —