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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
FFIU UVA Unconstrained Medium-Term F 21.59 -0.14% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.2 -0.3% -0.2% 68% +0.00% 4.03% 4.01% 3.77%
SMDD UltraPro Short MidCap400 7.98 -1.35% ★★★★☆ ⯪☆☆☆☆ ★⯪☆☆☆ -6.9 -9.8% -3.9% 40% +0.00% 4.03% 3.81% 2.53%
CVBF CVB Financial Corporation 22.59 +0.62% 6.4% Buy ★★★⯪☆ ★★★★☆ ★★★★☆ 2.4 -0.0% -0.0% 34% +0.00% 14.8 0.65 4.03% 4.25% 4.06% Jul 22 Financial Services +9.4% 4.0B
FNDC Schwab Fundamental Internationa 48.69 +0.70% ★★⯪☆☆ ★★★★☆ ★★★⯪☆ 2.5 -0.0% -0.0% 57% +0.00% 15.4 4.03% 3.44% 3.02%
FMS Fresenius Medical Care AG 24.14 -1.27% Hold ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 1.3 +1.6% +0.8% 47% +0.00% 13.1 0.82 4.03% 3.24% 2.96% Aug 4 Healthcare -9.0% 13.0B
OPER ETF ClearShares Ultra-Short Mat 100.21 +0.00% ★★⯪☆☆ ★★⯪☆☆ ★★★★☆ 0.5 +0.0% +0.0% 92% +0.00% 4.03% 4.53% 3.53%
DIN Dine Brands Global, Inc. Common 35.68 -0.86% 21.4% Hold ★★⯪☆☆ ★☆☆☆☆ ★⯪☆☆☆ -1.5 +0.0% +0.0% 39% +0.00% 31.0 0.96 4.03% 5.27% 4.17% Aug 5 Consumer Cyclical +52.4% 452.6M
AMH American Homes 4 Rent 33.86 +0.18% 3.6% Buy ★★★⯪☆ ★★⯪☆☆ ★★★☆☆ 1.6 -0.0% -0.0% 55% +0.00% 27.5 0.81 4.03% 3.23% 2.72% Jul 30 Real Estate -4.8% 13.9B
FISI Financial Institutions, Inc. 38.78 +0.08% 2.6% Buy ★★★⯪☆ ★★★★☆ ★★★⯪☆ 0.8 -3.3% -1.5% 45% +0.00% 10.1 0.66 4.03% 5.09% 4.94% Jul 23 Financial Services +44.6% 763.4M
XSVN BondBloxx Bloomberg Seven Year 46.77 +0.28% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 78% +0.00% 4.02% 3.99%
REYN Reynolds Consumer Products Inc. 26.20 -0.38% 15.2% Buy ★★★⯪☆ ★★☆☆☆ ★★★☆☆ 0.8 -0.0% -0.0% 40% +0.00% 16.8 0.53 4.02% 3.62% 3.44% Jul 29 Consumer Cyclical +22.4% 5.5B
BHB Bar Harbor Bankshares, Inc. 37.34 -0.35% 4.3% Buy ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ -1.1 -5.7% -2.7% 48% +0.00% 15.2 0.59 4.02% 4.07% 3.89% Jul 21 Financial Services +21.7% 625.2M
SPAB State Street SPDR Portfolio Agg 25.27 +0.32% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 80% +0.00% 4.02% 3.88% 3.34%
BILZ PIMCO Ultra Short Government Ac 100.77 +0.01% ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.3 +0.1% +0.0% 87% +0.00% 4.02%
BIPC Brookfield Infrastructure Corpo 39.71 +0.81% ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.2 -0.1% -0.1% 48% +0.00% 1.30 4.02% 4.23% 3.82% Jul 30 Utilities -4.0% 4.9B
RDIV Invesco S&P Ultra Dividend Reve 59.91 -0.47% ★★★⯪☆ ★★★★☆ ★★★⯪☆ 3.2 +0.4% +0.2% 54% +0.00% 12.6 4.02% 4.15% 3.79%
FKU First Trust 53.47 -0.94% ★★⯪☆☆ ★★★☆☆ ★★★⯪☆ 2.1 +1.8% +1.1% 60% +0.00% 15.1 4.01% 3.93% 4.15%
BKH Black Hills Corporation 75.54 -0.34% 16.4% Strong Buy ★★★☆☆ ★★⯪☆☆ ★★★⯪☆ 3.0 +0.0% +0.0% 45% +0.00% 19.7 0.70 4.01% 4.40% 4.05% Aug 5 Utilities +34.0% 5.8B
CSHP iShares Dynamic Short-Term Acti 99.29 +0.16% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.1 +0.1% +0.1% 86% +0.00% 26.8 4.01%
AGZD WisdomTree Interest Rate Hedged 22.62 +0.12% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.3 +0.4% +0.3% 82% +0.00% 4.01% 4.83% 5.09%
MC Moelis & Company 66.97 +5.28% 6.6% Hold ★★★⯪☆ ★★★⯪☆ ★★⯪☆☆ 1.0 -0.0% -0.0% 46% +0.00% 24.1 1.85 4.01% 4.31% 5.29% Jul 29 Financial Services -8.5% 5.0B
SR Spire Inc. 81.39 -1.25% 5.1% Buy ★★★☆☆ ★★★☆☆ ★★★★☆ 4.1 +3.1% +1.5% 49% +0.00% 16.7 0.55 4.01% 4.46% 4.31% Aug 5 Utilities +8.8% 4.8B
BMRC Bank of Marin Bancorp 28.26 -0.14% 6.4% Buy ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ -0.5 -4.2% -1.6% 38% +0.00% 0.79 4.01% 4.71% 4.19% Jul 27 Financial Services +12.7% 457.5M
WTBN WisdomTree Bianco Total Return 24.93 +0.12% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.2 +0.2% +0.2% 82% +0.00% 4.01%
XONE BondBloxx Bloomberg One Year Ta 49.29 +0.07% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.1 +0.1% +0.1% 88% +0.00% 4.01% 4.67% Aug 9
DFGR Dimensional Global Real Estate 29.33 -0.02% ★★★⯪☆ ★★★☆☆ ★★★⯪☆ 1.8 +0.6% +0.3% 55% +0.00% 24.1 4.01% 3.54%
CFIT Cambria Fixed Income Trend ETF 25.85 +0.16% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.0 -0.0% -0.0% 71% +0.00% 7.8 4.00%
EELV Invesco S&P Emerging Markets Lo 28.18 +0.34% ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 1.8 +0.0% +0.0% 60% +0.00% 11.1 4.00% 4.56% 4.11%
ESCA Escalade, Incorporated 18.17 -1.68% 2.0% ★★★⯪☆ ★★★☆☆ ★★★☆☆ 1.3 +0.2% +0.1% 39% +0.00% 16.2 0.60 4.00% 4.10% 4.26% Jul 31 Consumer Cyclical +39.5% 250.8M
SPRE SP Funds S&P Global REIT Sharia 21.30 -0.02% ★★⯪☆☆ ★★☆☆☆ ★★★☆☆ -0.8 -0.0% -0.0% 60% +0.00% 23.7 4.00% 3.99% 3.86%
REG Regency Centers Corporation 80.33 +0.49% 4.3% Buy ★★★⯪☆ ★★★☆☆ ★★⯪☆☆ 2.0 +0.3% +0.2% 58% +0.00% 27.5 0.82 3.99% 4.02% 4.02% Jul 29 Real Estate +16.5% 15.0B
IFS Intercorp Financial Services In 59.97 +0.32% 1.5% ★★★★☆ ★★★★⯪ ★★★⯪☆ 6.0 +3.9% +2.0% 52% +0.00% 11.2 0.54 3.99% 3.95% 5.23% Aug 11 Financial Services +63.5% 6.7B
QSIX Pacer Metaurus Nasdaq 100 Divid 42.63 +0.87% ★★⯪☆☆ ★★⯪☆☆ ★★⯪☆☆ 0.7 +1.8% +0.9% 52% +0.00% 32.0 3.99%
DYLD LeaderShares Dynamic Yield ETF 22.35 +0.02% ★★☆☆☆ ★⯪☆☆☆ ★★⯪☆☆ -2.0 -0.0% -0.0% 86% +0.00% 3.99% 4.22%
OMC Omnicom Group Inc. 80.75 -2.18% 10.0% Buy ★★★★☆ ★★★☆☆ ★★⯪☆☆ 1.2 -1.5% -0.7% 50% +0.00% 0.66 3.99% 3.52% 3.59% Jul 28 Communication Services +16.6% 23.0B
MATW Matthews International Corporat 26.46 -0.64% 13.3% ★★☆☆☆ ★⯪☆☆☆ ★★⯪☆☆ -2.4 -1.0% -0.4% 46% +0.00% 88.2 1.08 3.99% 3.60% 3.25% Apr 30 Industrials +8.3% 825.6M
FDL First Trust Morningstar ETF 49.72 -0.96% ★★★⯪☆ ★★★★☆ ★★★⯪☆ 4.4 +2.3% +1.4% 61% +0.00% 15.9 3.98% 4.49% 4.49%
CAFX Congress Intermediate Bond ETF 24.55 +0.16% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.1 +0.1% +0.1% 82% +0.00% 3.98%
NUBD Nuveen ESG U.S. Aggregate Bond 21.92 +0.32% ★★⯪☆☆ ★★⯪☆☆ ★★★⯪☆ 0.2 -0.0% -0.0% 81% +0.00% 3.98% 3.68% 3.24%
CHT Chunghwa Telecom Co., Ltd. 41.44 -0.10% 0.5% ★★☆☆☆ ★★★⯪☆ ★★★☆☆ 2.0 +1.4% +0.8% 56% +0.00% 26.4 0.10 3.98% 3.85% 4.64% Aug 5 Communication Services -5.7% 32.1B
IBTP iShares iBonds Dec 2034 Term Tr 25.13 +0.28% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ 0.2 +0.2% +0.2% 81% +0.00% 3.98%
XTWO BondBloxx Bloomberg Two Year Ta 48.83 +0.16% ★★☆☆☆ ★★⯪☆☆ ★★★⯪☆ -0.0 -0.0% -0.0% 83% +0.00% 3.98% 4.32%
FE FirstEnergy Corp. 49.23 +1.65% 6.1% Buy ★★⯪☆☆ ★★★☆☆ ★★☆☆☆ -0.3 -2.7% -1.6% 59% +0.00% 26.8 0.45 3.98% 4.19% 4.10% Jul 28 Utilities +19.8% 28.5B
LAZ Lazard, Inc. 43.39 +5.57% 10.0% Hold ★★⯪☆☆ ★★★⯪☆ ★★★⯪☆ 1.3 +0.0% +0.0% 40% +0.00% 17.2 1.42 3.98% 4.67% 4.89% Jul 23 Financial Services -20.9% 4.3B
DGCB Dimensional Global Credit ETF 54.13 +0.06% ★★⯪☆☆ ★★⯪☆☆ ★★★☆☆ -0.2 -0.3% -0.2% 79% +0.00% 3.97%
BPRN Princeton Bancorp, Inc. 38.13 -0.91% 1.0% Buy ★★★⯪☆ ★★⯪☆☆ ★★★⯪☆ 1.1 -0.7% -0.4% 49% +0.00% 13.4 0.47 3.97% 3.80% 3.58% Jul 23 Financial Services +22.8% 259.7M
BSV Vanguard Short-Term Bond ETF 77.61 +0.18% ★★☆☆☆ ★★★☆☆ ★★★⯪☆ 0.7 -0.0% -0.0% 82% +0.00% 3.97% 3.55% 2.80%
EAGG iShares ESG Aware U.S. Aggregat 46.92 +0.23% ★★☆☆☆ ★★☆☆☆ ★★★⯪☆ -0.8 -0.0% -0.0% 80% +0.00% 3.97% 3.87% 3.13%
AKR Acadia Realty Trust 21.36 +0.09% 31.6% Strong Buy ★★☆☆☆ ★★☆☆☆ ★★★☆☆ 1.7 -0.0% -0.0% 57% +0.00% 68.9 1.12 3.97% 3.99% 4.12% Jul 28 Real Estate +16.7% 3.1B
CPT Camden Property Trust 112.98 -1.06% 7.1% Buy ★★★☆☆ ★★⯪☆☆ ★★☆☆☆ -0.2 -1.8% -0.9% 49% +0.00% 31.5 0.80 3.97% 3.85% 3.47% Jul 30 Real Estate +1.5% 11.2B