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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
SCEC Sterling Capital Enhanced Core 23.79 +0.16% — — ★★☆☆☆ ★★⯪☆☆ ★★★☆☆ -0.4 -0.1% -0.1% 78% +0.38% — — 4.99% — — — — —
PHAT Phathom Pharmaceuticals, Inc. 7.00 -1.82% 13.1% Strong Buy ★★☆☆☆ ★⯪☆☆☆ ☆☆☆☆☆ 0.6 -0.0% -0.0% 30% +0.00% — 0.50 — — — Oct 29 Healthcare -47.0% 566.3M
STRV Strive 500 ETF 47.64 -2.68% — — ★★☆☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.5 — — — +0.00% 26.9 — — — — — — —
VNIE Vontobel International Equity A 24.51 +0.03% — — ★★☆☆☆ ★★⯪☆☆ ★☆☆☆☆ -1.3 -0.1% -0.0% 66% +0.00% 25.7 — — — — — — —
XELLL Xcel Energy Inc. - 6.25% Junior 21.27 +1.72% — — ★★☆☆☆ ★★☆☆☆ ★★⯪☆☆ -7.0 -8.9% -5.7% 65% +0.00% — 0.37 — — — — -16.5% —
TFJL Innovator 20 Year Treasury Bon 18.59 +0.28% — — ★★☆☆☆ ★★☆☆☆ ☆☆☆☆☆ -2.7 -0.3% -0.2% 73% +0.00% — — — — — — — —
IPAV Global X Infrastructure Develop 30.11 +0.70% — — ★★☆☆☆ ★★★⯪☆ ★★⯪☆☆ 2.1 +1.8% +1.1% 59% +0.00% 21.1 — 1.55% — — — — —
CBIO Crescent Biopharma, Inc. 12.91 -10.72% 22.1% Strong Buy ★★☆☆☆ ★☆☆☆☆ ☆☆☆☆☆ 0.8 -0.3% -0.1% 37% +0.00% — — — — — — Healthcare +39.2% 479.6M
KKRS KKR Group Finance Co. IX LLC 4. 15.46 +1.21% — — ★★☆☆☆ ★⯪☆☆☆ ★★⯪☆☆ -3.4 -2.8% -1.4% 52% +0.00% — — 6.99% 6.38% 6.00% — — —
IPB Merrill Lynch & Co., Inc. 6.051 24.88 -0.48% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.5 -0.4% -0.3% 68% +0.00% — — 5.86% 5.90% 5.80% — — —
TFFI Chesapeake Trend-Following Fixe 21.53 +0.03% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 0.4 +0.9% +0.6% 66% +0.00% 30.8 — — — — — — —
AVOS Avos Global Equities ETF 27.12 +0.33% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ 0.1 +2.2% +1.6% 70% +0.00% 17.1 — — — — — — —
EPAC Enerpac Tool Group Corp. 35.22 +0.20% 5.0% — ★★⯪☆☆ ★★★☆☆ ★☆☆☆☆ -0.2 +0.0% +0.0% 50% +0.00% 20.0 0.81 0.11% 0.10% 0.13% Oct 21 Industrials -12.8% 1.8B
STXM Strive Mid-Cap ETF 29.32 -0.11% — — ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ -0.5 — — — +0.00% 19.9 — — — — — — —
SAY Saratoga Investment Corp 8.125% 25.25 +0.04% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.1% -0.0% 77% +0.00% — — 8.08% 8.09% — — — —
SAWS AAM Sawgrass US Small Cap Quali 22.81 -0.11% — — ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ -0.5 -0.0% -0.0% 53% +0.00% 24.7 — 0.02% — — — — —
VSOL VanEck Solana ETF 13.95 -0.14% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.2 +0.1% +0.0% 31% +0.00% — — — — — — — —
RFG Invesco S&P Midcap 400 Pure Gro 59.41 -0.45% — — ★★⯪☆☆ ★★★⯪☆ ★⯪☆☆☆ -0.3 -1.7% -1.1% 65% +0.00% 25.2 — 0.11% 0.40% 0.55% — — —
NUEM Nuveen ESG Emerging Markets Equ 41.68 -0.66% — — ★★⯪☆☆ ★★★☆☆ ★★★☆☆ 1.7 +1.5% +0.9% 59% +0.00% 13.6 — 3.65% 2.68% 2.49% — — —
SAUG FT Vest U.S. Small Cap Moderate 27.09 -0.30% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.5 +0.0% +0.0% 61% +0.00% 17.6 — — — — — — —
FPAS FPA Short Duration Government E 23.84 +0.12% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.0% +0.0% 74% +0.00% — — 4.78% — — — — —
UEIC Universal Electronics Inc. 5.12 -6.91% 1.3% — ★★⯪☆☆ ★☆☆☆☆ ★★☆☆☆ -2.8 -0.0% -0.0% 32% +0.00% — 1.19 — — — Nov 5 Technology +19.0% 66.0M
MRBK Meridian Corporation 18.58 -0.69% 2.2% Strong Buy ★★⯪☆☆ ★★★☆☆ ★★★☆☆ 3.6 +2.0% +1.0% 51% +0.00% 10.2 0.64 3.04% 3.82% 4.08% Oct 29 Financial Services +25.2% 221.6M
VSNT Versant Media Group, Inc. 31.06 +1.50% 4.7% Buy ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 1.0 -0.0% -0.0% 44% +0.00% 5.9 — — — — Nov 3 Communication Services -33.0% 4.3B
WLYB John Wiley & Sons, Inc. 51.59 +0.00% 0.2% — ★★⯪☆☆ ★★☆☆☆ ★★★☆☆ -0.7 +0.1% +0.0% 47% +0.00% 13.9 0.75 3.48% 3.42% 3.40% Dec 3 Communication Services +35.8% 2.6B
CUBWU Lionheart Holdings 11.02 +0.00% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.5 +0.0% +0.0% 38% +0.00% — 0.01 — — — Aug 4 Financial Services +4.3% —
CXH MFS Investment Grade Municipal 7.63 — — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.2 — — — +2.77% 381.5 0.67 — — — — +12.5% 31.3M
HF DGA Core Plus Absolute Return E 22.63 +0.06% — — ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ -0.4 +0.2% +0.1% 62% +0.00% 22.5 — 0.94% — — — — —
VBF Invesco Bond Fund 14.26 +0.00% 0.4% — ★★⯪☆☆ ★★☆☆☆ ★★★☆☆ -1.8 -1.5% -1.0% 67% +0.00% 14.1 0.40 5.41% 5.30% 5.59% — Financial Services -9.6% 162.9M
IGIC International General Insurance 24.56 -0.41% 1.7% Strong Buy ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 2.9 +0.1% +0.1% 53% +0.00% 9.9 0.08 5.96% 6.09% 4.28% Nov 3 Financial Services +8.2% 1.0B
SATL Satellogic Inc. 4.55 -3.40% 15.6% — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ 1.6 +9.8% +3.1% 32% +0.00% — 1.37 — — — Nov 12 Industrials +20.5% 699.5M
EFC Ellington Financial Inc. 11.69 -0.17% 8.7% Buy ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ 1.2 -0.0% -0.0% 60% +1.82% 7.3 0.97 11.98% 12.56% 12.57% Nov 4 Real Estate -14.2% 1.5B
IDRV iShares Self-Driving EV and Tec 32.78 +0.43% — — ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 1.6 +0.7% +0.4% 51% +0.00% 15.7 — 1.62% 2.07% 2.02% — — —
PVL Permianville Royalty Trust 1.80 +0.00% 0.2% — ★★⯪☆☆ ★★⯪☆☆ ★☆☆☆☆ -1.0 +0.1% +0.0% 45% +0.00% 10.6 0.17 11.64% 7.79% 10.31% Nov 12 Energy +0.0% 59.4M
AVO Mission Produce, Inc. 11.81 +2.16% 8.2% Strong Buy ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ 2.2 -0.0% -0.0% 48% +0.00% 393.7 0.43 — — — Sep 8 Consumer Defensive -3.3% 1.0B
LEAD Siren DIVCON Leaders Dividend E 85.92 +0.13% — — ★★⯪☆☆ ★★⯪☆☆ ★★☆☆☆ -0.5 — — — +0.00% 28.8 — — — — — — —
AVNT Avient Corporation 39.54 +1.49% 6.7% Buy ★★⯪☆☆ ★★★☆☆ ★★★☆☆ 2.2 -0.0% -0.0% 48% +0.00% 21.4 1.29 3.09% 2.77% 2.63% Nov 4 Basic Materials +24.7% 3.6B
FDP Del Monte Corporation 29.22 — — — ★★⯪☆☆ ★★☆☆☆ ☆☆☆☆☆ -2.2 — — — +0.00% 20.2 0.24 — — — — +9.0% 1.4B
EOS Eaton Vance Enhance Equity Inco 21.57 +0.00% — — ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.0 +0.1% +0.0% 61% +0.00% 9.2 1.17 8.22% 8.05% 8.15% Aug 25 Financial Services -9.3% 1.2B
BCFN Baron Financials ETF 22.25 +0.16% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.2 +0.0% +0.0% 55% +0.00% 20.7 — — — — — — —
VTWO Vanguard Russell 2000 ETF 111.77 -0.45% — — ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 1.2 -0.0% -0.0% 56% +0.00% 16.3 — 1.25% 1.31% 1.41% — — —
ARCT Arcturus Therapeutics Holdings 12.03 -4.60% 23.5% Strong Buy ★★⯪☆☆ ★☆☆☆☆ ☆☆☆☆☆ 0.5 -0.0% -0.0% 27% +0.00% — 2.48 — — — Nov 9 Healthcare -40.7% 341.9M
FSLY Fastly, Inc. 27.09 +2.50% 15.5% Buy ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ 3.2 +7.5% +2.7% 36% +0.00% — 0.31 — — — Nov 4 Technology +227.5% 4.3B
ARQT Arcutis Biotherapeutics, Inc. 26.09 -0.50% 18.4% Buy ★★⯪☆☆ ★★★★☆ ☆☆☆☆☆ 2.8 +0.8% +0.3% 40% +0.00% 118.6 1.58 — — — Oct 27 Healthcare +28.3% 3.3B
PGAC Pantages Capital Acquisition Co 10.77 +0.00% 5.5% — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.2 +0.4% +0.3% 81% +0.00% 59.8 — — — — — Financial Services +4.8% 55.3M
COGT Cogent Biosciences, Inc. 28.09 -5.67% 11.3% Strong Buy ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ 1.8 -0.0% -0.0% 38% +0.00% — 0.31 — — — Nov 3 Healthcare +93.0% 4.9B
UPGD Invesco Bloomberg Analyst Ratin 81.78 +0.43% — — ★★⯪☆☆ ★★★⯪☆ ★★⯪☆☆ 2.1 +1.6% +0.9% 57% +0.00% 23.8 — 1.72% 1.47% 1.14% — — —
EPEM Harbor Emerging Markets Equity 30.60 -0.50% — — ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 4.3 +7.2% +4.6% 63% +0.00% 14.0 — — — — — — —
DYNCU Dynamix Corporation 10.95 +0.00% — — ★★⯪☆☆ ★★⯪☆☆ ☆☆☆☆☆ -1.3 +0.6% +0.2% 40% +0.00% — — — — — — Financial Services -7.0% —
WEC WEC Energy Group, Inc. 105.87 +0.92% 5.0% Buy ★★⯪☆☆ ★★★⯪☆ ★★★★☆ 1.9 -0.0% -0.0% 52% +0.00% 20.6 0.44 3.34% 3.59% 3.42% Oct 29 Utilities -9.9% 34.5B