Get the composition of our in-house portfolios

All portfolios and performance
Portfolio Ref: EQ3010LO1M
Performance in the last:
Follow this Portfolio
1D 0.0 %
1W 1.3 %
2W 3.4 %
1M 6.0 %
3M 11.1 %
6M 11.6 %
9M 1.9 %
1Y 9.2 %
Alpha
3.7%
Beta
0.32
sharpe-R
0.75
Benchmark
SP500 (SPDR S&P 500 ETF Trust)
sharpe-R Benchmark
1.8
The portfolio metrics Alpha, Beta and Sharpe Ratio are computed using a risk free rate of 0%.
Other Information
Calculation Frequency Daily
Latest Valuation Time 2025-02-18 07:00:34
Launch Date 2023-01-01 00:00:00
First Valuation Date 2021-01-01 00:00:00
Max. DrawDown -11.48%
Max. DrawDown Benchmark -8.41%

This Long Only strategy aims to find promising assets to invest in for a maximum holding period of 1 Month in the Equity asset class. This portfolio focuses only on companies in the Consumer Staples sector. The maximum number of assets that can be allocated in this strategy is 10.

The assets selection in this portfolio is based on: Pattern-Driven Strategy.
Please note that all model portfolios assume that the entry price for each trade is the previous close price.

Portfolio Performance against the market Benchmark

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Risk Level
3
Difficulty Level
2

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Follow the portfolio and you will get notified for every change in the composition of the portfolio

Current Portfolio Composition

Asset Action Weight PnL
DAR Darling Ingredients Inc. Buy 9.87% 11.65%
FARM Farmer Bros. Co. Buy 8.89% 8.84%
The percentage of cash held in the portfolio is: 81.23%
** The description of each asset is available Here

The latest 5 Compositions change

2025-02-17 00:00:00 : Portfolio change date
Asset Action Weight PnL
DAR Darling Ingredients Inc. Buy 9.87% 11.65%
FARM Farmer Bros. Co. Buy 8.89% 8.84%
The percentage of cash held in the portfolio is: 81.23%
New Assets Added
None
Assets Removed
Asset Action Perf %
SPTN Sell All 12.01%
STKL Sell All 1.46%
Assets Rebalanced
None
2025-02-14 00:00:00 : Portfolio change date
Asset Action Weight PnL
SPTN SpartanNash Company Buy 10.39% 14.6%
STKL SunOpta Inc. Buy 9.01% -0.53%
DAR Darling Ingredients Inc. Buy 9.72% 10.48%
FARM Farmer Bros. Co. Buy 9.43% 16.02%
The percentage of cash held in the portfolio is: 61.46%
New Assets Added
None
Assets Removed
Asset Action Perf %
KAVL Sell All -16.08%
UNFI Sell All 22.66%
NGVC Sell All 27.78%
CHD Sell All 2.14%
BDC Sell All -1.44%
Assets Rebalanced
None
2025-02-07 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 10.27% 10.14%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 12.01% 28.78%
CHD Church & Dwight Co., Inc. Buy 9.34% 0.11%
BDC Belden Inc. Buy 9.25% -0.86%
SPTN SpartanNash Company Buy 9.67% 3.75%
STKL SunOpta Inc. Buy 9.18% -1.59%
DAR Darling Ingredients Inc. Buy 9.51% 5.05%
KAVL Kaival Brands Innovations Group, Inc. Buy 11.7% -5.59%
FARM Farmer Bros. Co. Buy 8.32% -0.55%
The percentage of cash held in the portfolio is: 10.75%
New Assets Added
None
Assets Removed
Asset Action Perf %
SAM Sell All -4.87%
Assets Rebalanced
None
2025-02-04 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 10.08% 5.6%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.82% 13.39%
CHD Church & Dwight Co., Inc. Buy 9.64% 1.09%
BDC Belden Inc. Buy 9.33% -2.26%
SPTN SpartanNash Company Buy 9.57% 0.39%
STKL SunOpta Inc. Buy 9.26% -2.92%
SAM The Boston Beer Company, Inc. Buy 9.17% -2.95%
DAR Darling Ingredients Inc. Buy 9.17% -0.87%
KAVL Kaival Brands Innovations Group, Inc. Buy 12.41% -2.1%
FARM Farmer Bros. Co. Buy 8.55% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • FARM
Assets Removed
Asset Action Perf %
CELH Sell All -7.84%
Assets Rebalanced
None
2025-02-03 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 10% 6.14%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.53% 11.7%
CHD Church & Dwight Co., Inc. Buy 9.45% 0.23%
BDC Belden Inc. Buy 9.46% 0.35%
SPTN SpartanNash Company Buy 9.46% 0.44%
STKL SunOpta Inc. Buy 9.17% -2.66%
SAM The Boston Beer Company, Inc. Buy 9.21% -1.36%
CELH Celsius Holdings, Inc. Buy 8.86% -3.1%
DAR Darling Ingredients Inc. Buy 9.34% 2.21%
KAVL Kaival Brands Innovations Group, Inc. Buy 12.52% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • KAVL
Assets Removed
Asset Action Perf %
RFIL Sell All 32.74%
Assets Rebalanced
None
2025-01-31 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 10.18% 8.71%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.59% 13.08%
CHD Church & Dwight Co., Inc. Buy 9.53% 1.75%
BDC Belden Inc. Buy 9.49% 1.31%
RFIL RF Industries, Ltd. Buy 11.91% 27.16%
SPTN SpartanNash Company Buy 9.52% 1.65%
STKL SunOpta Inc. Buy 9.3% -0.66%
SAM The Boston Beer Company, Inc. Buy 9.3% 0.21%
CELH Celsius Holdings, Inc. Buy 9.09% 0%
DAR Darling Ingredients Inc. Buy 9.09% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • CELH
  • DAR
Assets Removed
None
Assets Rebalanced
None
2025-01-30 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 10.22% 7.14%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.75% 12.67%
CHD Church & Dwight Co., Inc. Buy 9.68% 1.42%
BDC Belden Inc. Buy 9.55% 0.09%
RFIL RF Industries, Ltd. Buy 10.71% 12.18%
SPTN SpartanNash Company Buy 9.7% 1.71%
STKL SunOpta Inc. Buy 9.54% 0%
SAM The Boston Beer Company, Inc. Buy 9.3% -1.56%
The percentage of cash held in the portfolio is: 20.55%
New Assets Added
None
Assets Removed
Asset Action Perf %
DAR Sell All -3.66%
Assets Rebalanced
None
2025-01-28 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 10% 4.14%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.27% 6.95%
CHD Church & Dwight Co., Inc. Buy 9.98% 3.9%
BDC Belden Inc. Buy 9.45% -1.62%
RFIL RF Industries, Ltd. Buy 10.64% 10.79%
SPTN SpartanNash Company Buy 9.68% 0.83%
STKL SunOpta Inc. Buy 9.52% -0.8%
DAR Darling Ingredients Inc. Buy 9.43% -0.86%
SAM The Boston Beer Company, Inc. Buy 9.51% 0%
The percentage of cash held in the portfolio is: 11.51%
New Assets Added
  • SAM
Assets Removed
Asset Action Perf %
BMI Sell All -1.03%
Assets Rebalanced
None
2025-01-27 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 9.92% 3.39%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.21% 6.46%
CHD Church & Dwight Co., Inc. Buy 9.68% 0.92%
BDC Belden Inc. Buy 10% 4.2%
BMI Badger Meter, Inc. Buy 9.62% 0.31%
RFIL RF Industries, Ltd. Buy 10.69% 11.42%
SPTN SpartanNash Company Buy 9.47% -1.27%
STKL SunOpta Inc. Buy 9.4% -1.99%
DAR Darling Ingredients Inc. Buy 9.51% 0%
The percentage of cash held in the portfolio is: 11.51%
New Assets Added
  • DAR
Assets Removed
None
Assets Rebalanced
None
2025-01-24 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 9.45% -1.61%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.24% 6.57%
CHD Church & Dwight Co., Inc. Buy 9.7% 0.96%
BDC Belden Inc. Buy 10.02% 4.36%
BMI Badger Meter, Inc. Buy 10.03% 4.4%
RFIL RF Industries, Ltd. Buy 10.83% 12.69%
SPTN SpartanNash Company Buy 9.44% -1.71%
STKL SunOpta Inc. Buy 9.26% -3.59%
The percentage of cash held in the portfolio is: 21.04%
New Assets Added
None
Assets Removed
Asset Action Perf %
CALM Sell All -1.8%
Assets Rebalanced
None
2025-01-23 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 9.47% -2.5%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.13% 4.28%
CHD Church & Dwight Co., Inc. Buy 9.84% 1.35%
BDC Belden Inc. Buy 10.21% 5.18%
BMI Badger Meter, Inc. Buy 10.11% 4.15%
RFIL RF Industries, Ltd. Buy 10.06% 3.55%
SPTN SpartanNash Company Buy 9.5% -2.09%
CALM Cal-Maine Foods, Inc. Buy 9.66% -0.43%
STKL SunOpta Inc. Buy 9.28% -4.38%
The percentage of cash held in the portfolio is: 11.74%
New Assets Added
None
Assets Removed
Asset Action Perf %
ACU Sell All 0.33%
Assets Rebalanced
None
2025-01-16 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 9.78% 0.82%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 10.05% 3.59%
CHD Church & Dwight Co., Inc. Buy 9.54% -1.75%
BDC Belden Inc. Buy 9.81% 1.11%
BMI Badger Meter, Inc. Buy 9.89% 1.92%
RFIL RF Industries, Ltd. Buy 10.12% 4.31%
SPTN SpartanNash Company Buy 9.7% 0%
CALM Cal-Maine Foods, Inc. Buy 9.7% 0%
STKL SunOpta Inc. Buy 9.7% 0%
ACU Acme United Corporation Buy 9.7% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • SPTN
  • CALM
  • STKL
  • ACU
Assets Removed
None
Assets Rebalanced
None
2025-01-15 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNFI United Natural Foods, Inc. Buy 9.8% 0%
NGVC Natural Grocers by Vitamin Cottage, Inc. Buy 9.8% 0%
CHD Church & Dwight Co., Inc. Buy 9.8% 0%
BDC Belden Inc. Buy 9.8% 0%
BMI Badger Meter, Inc. Buy 9.8% 0%
RFIL RF Industries, Ltd. Buy 9.8% 0%
The percentage of cash held in the portfolio is: 41.2%
New Assets Added
  • UNFI
  • NGVC
  • CHD
  • BDC
  • BMI
  • RFIL
Assets Removed
None
Assets Rebalanced
None
2024-12-31 00:00:00 : Portfolio change date
No Asset in the portfolio
The percentage of cash held in the portfolio is: 100%
New Assets Added
None
Assets Removed
Asset Action Perf %
OESX Sell All -8.33%
Assets Rebalanced
None
2024-12-18 00:00:00 : Portfolio change date
Asset Action Weight PnL
OESX Orion Energy Systems, Inc. Buy 9.38% -2.38%
The percentage of cash held in the portfolio is: 90.62%
New Assets Added
None
Assets Removed
Asset Action Perf %
MNST Sell All -3.76%
Assets Rebalanced
None
2024-12-16 00:00:00 : Portfolio change date
Asset Action Weight PnL
MNST Monster Beverage Corporation Buy 8.41% -2.26%
OESX Orion Energy Systems, Inc. Buy 9.57% 0%
The percentage of cash held in the portfolio is: 82.02%
New Assets Added
None
Assets Removed
Asset Action Perf %
HFFG Sell All 0.93%
FCEL Sell All 62.48%
Assets Rebalanced
None
2024-12-12 00:00:00 : Portfolio change date
Asset Action Weight PnL
FCEL FuelCell Energy, Inc. Buy 16.47% 79.17%
MNST Monster Beverage Corporation Buy 8.2% -3.48%
HFFG HF Foods Group Inc. Buy 9.9% 4.9%
OESX Orion Energy Systems, Inc. Buy 8.99% -4.76%
The percentage of cash held in the portfolio is: 56.44%
New Assets Added
None
Assets Removed
Asset Action Perf %
HSY Sell All 1.17%
Assets Rebalanced
None
2024-12-10 00:00:00 : Portfolio change date
Asset Action Weight PnL
FCEL FuelCell Energy, Inc. Buy 14.72% 58.92%
MNST Monster Beverage Corporation Buy 8.44% -1.43%
HSY The Hershey Company Buy 9.47% 10.69%
HFFG HF Foods Group Inc. Buy 9.63% 1.19%
OESX Orion Energy Systems, Inc. Buy 9.52% 0%
The percentage of cash held in the portfolio is: 48.23%
New Assets Added
None
Assets Removed
Asset Action Perf %
POWL Sell All -11.65%
Assets Rebalanced
None
2024-12-09 00:00:00 : Portfolio change date
Asset Action Weight PnL
FCEL FuelCell Energy, Inc. Buy 14% 49.36%
MNST Monster Beverage Corporation Buy 8.39% -3.17%
HSY The Hershey Company Buy 8.65% -0.14%
HFFG HF Foods Group Inc. Buy 9.67% 0.4%
OESX Orion Energy Systems, Inc. Buy 9.75% 1.19%
POWL Powell Industries, Inc. Buy 9.11% -3.9%
The percentage of cash held in the portfolio is: 40.44%
New Assets Added
None
Assets Removed
Asset Action Perf %
NATR Sell All 12.66%
ACU Sell All 5.68%
Assets Rebalanced
None
2024-12-06 00:00:00 : Portfolio change date
Asset Action Weight PnL
NATR Nature's Sunshine Products, Inc. Buy 10.06% 13.85%
ACU Acme United Corporation Buy 9.27% 4.85%
FCEL FuelCell Energy, Inc. Buy 14.3% 53.21%
MNST Monster Beverage Corporation Buy 8.49% -1.63%
HSY The Hershey Company Buy 8.6% -0.26%
HFFG HF Foods Group Inc. Buy 9.48% -1.19%
OESX Orion Energy Systems, Inc. Buy 9.59% 0%
POWL Powell Industries, Inc. Buy 9.23% -2.23%
The percentage of cash held in the portfolio is: 20.98%
New Assets Added
None
Assets Removed
Asset Action Perf %
BDC Sell All 3.08%
Assets Rebalanced
None
2024-12-05 00:00:00 : Portfolio change date
Asset Action Weight PnL
BDC Belden Inc. Buy 9.54% 3.88%
NATR Nature's Sunshine Products, Inc. Buy 9.92% 13.08%
ACU Acme United Corporation Buy 9.19% 4.7%
FCEL FuelCell Energy, Inc. Buy 14.03% 51.36%
MNST Monster Beverage Corporation Buy 8.53% -0.43%
HSY The Hershey Company Buy 8.71% 1.67%
HFFG HF Foods Group Inc. Buy 9.59% 0.66%
OESX Orion Energy Systems, Inc. Buy 9.75% 2.38%
POWL Powell Industries, Inc. Buy 9.37% 0%
The percentage of cash held in the portfolio is: 11.37%
New Assets Added
  • POWL
Assets Removed
Asset Action Perf %
NAII Sell All -1.55%
FIZZ Sell All 4.28%
Assets Rebalanced
None
2024-12-02 00:00:00 : Portfolio change date
Asset Action Weight PnL
FIZZ National Beverage Corp. Buy 9.32% 3.54%
BDC Belden Inc. Buy 9.29% 3.29%
NATR Nature's Sunshine Products, Inc. Buy 9.82% 14.21%
ACU Acme United Corporation Buy 9.09% 5.75%
NAII Natural Alternatives International, Inc. Buy 9.41% 3.53%
FCEL FuelCell Energy, Inc. Buy 15.38% 69.33%
MNST Monster Beverage Corporation Buy 8.57% 2.13%
HSY The Hershey Company Buy 8.45% 0.67%
HFFG HF Foods Group Inc. Buy 9.33% 0%
OESX Orion Energy Systems, Inc. Buy 9.33% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • HFFG
  • OESX
Assets Removed
None
Assets Rebalanced
None
2024-11-28 00:00:00 : Portfolio change date
Asset Action Weight PnL
FIZZ National Beverage Corp. Buy 9.53% 3.98%
BDC Belden Inc. Buy 9.43% 2.84%
NATR Nature's Sunshine Products, Inc. Buy 9.95% 13.57%
ACU Acme United Corporation Buy 9.23% 5.37%
NAII Natural Alternatives International, Inc. Buy 9.32% 0.66%
FCEL FuelCell Energy, Inc. Buy 14.23% 53.78%
MNST Monster Beverage Corporation Buy 8.74% 2.15%
HSY The Hershey Company Buy 8.51% -0.49%
The percentage of cash held in the portfolio is: 21.06%
New Assets Added
None
Assets Removed
Asset Action Perf %
SJM Sell All 5.44%
Assets Rebalanced
None
2024-11-27 00:00:00 : Portfolio change date
Asset Action Weight PnL
FIZZ National Beverage Corp. Buy 9.43% 2.45%
BDC Belden Inc. Buy 9.63% 4.58%
NATR Nature's Sunshine Products, Inc. Buy 10.19% 15.82%
ACU Acme United Corporation Buy 9.2% 4.56%
NAII Natural Alternatives International, Inc. Buy 8.8% -5.3%
FCEL FuelCell Energy, Inc. Buy 14.19% 52.64%
SJM The J. M. Smucker Company Buy 10.01% 7.31%
MNST Monster Beverage Corporation Buy 8.73% 1.57%
HSY The Hershey Company Buy 8.51% -0.95%
The percentage of cash held in the portfolio is: 11.31%
New Assets Added
None
Assets Removed
Asset Action Perf %
ELF Sell All 7.08%
Assets Rebalanced
None
2024-11-22 00:00:00 : Portfolio change date
Asset Action Weight PnL
FIZZ National Beverage Corp. Buy 9.75% -0.38%
BDC Belden Inc. Buy 9.97% 1.81%
NATR Nature's Sunshine Products, Inc. Buy 10.31% 10.2%
ACU Acme United Corporation Buy 9.29% -0.76%
ELF e.l.f. Beauty, Inc. Buy 9.88% 5.51%
NAII Natural Alternatives International, Inc. Buy 9.27% -6.18%
FCEL FuelCell Energy, Inc. Buy 11.17% 12.98%
SJM The J. M. Smucker Company Buy 10.1% 1.77%
MNST Monster Beverage Corporation Buy 9.13% 0%
HSY The Hershey Company Buy 9.13% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • MNST
  • HSY
Assets Removed
None
Assets Rebalanced
None
2024-11-21 00:00:00 : Portfolio change date
Asset Action Weight PnL
FIZZ National Beverage Corp. Buy 9.69% -0.65%
BDC Belden Inc. Buy 9.77% 0.15%
NATR Nature's Sunshine Products, Inc. Buy 10.49% 12.52%
ACU Acme United Corporation Buy 9.17% -1.66%
ELF e.l.f. Beauty, Inc. Buy 9.56% 2.52%
NAII Natural Alternatives International, Inc. Buy 9.61% -2.43%
FCEL FuelCell Energy, Inc. Buy 11.61% 17.83%
SJM The J. M. Smucker Company Buy 9.9% 0.15%
The percentage of cash held in the portfolio is: 20.2%
New Assets Added
None
Assets Removed
Asset Action Perf %
POWL Sell All -16.19%
Assets Rebalanced
None
2024-11-20 00:00:00 : Portfolio change date
Asset Action Weight PnL
FIZZ National Beverage Corp. Buy 9.58% -0.75%
BDC Belden Inc. Buy 9.67% 0.15%
NATR Nature's Sunshine Products, Inc. Buy 10.36% 12.31%
ACU Acme United Corporation Buy 9.11% -1.26%
ELF e.l.f. Beauty, Inc. Buy 9.68% 4.86%
NAII Natural Alternatives International, Inc. Buy 9.19% -5.74%
FCEL FuelCell Energy, Inc. Buy 11.07% 13.55%
SJM The J. M. Smucker Company Buy 9.78% 0%
POWL Powell Industries, Inc. Buy 9.78% 0%
The percentage of cash held in the portfolio is: 11.78%
New Assets Added
  • SJM
  • POWL
Assets Removed
Asset Action Perf %
SAM Sell All 4.35%
Assets Rebalanced
None
2024-11-19 00:00:00 : Portfolio change date
Asset Action Weight PnL
SAM The Boston Beer Company, Inc. Buy 10.25% 3.98%
FIZZ National Beverage Corp. Buy 9.55% -0.8%
BDC Belden Inc. Buy 9.61% -0.14%
NATR Nature's Sunshine Products, Inc. Buy 10.27% 11.6%
ACU Acme United Corporation Buy 9.11% -1.02%
ELF e.l.f. Beauty, Inc. Buy 9.73% 5.68%
NAII Natural Alternatives International, Inc. Buy 9.25% -4.86%
FCEL FuelCell Energy, Inc. Buy 11.25% 15.69%
The percentage of cash held in the portfolio is: 20.99%
New Assets Added
None
Assets Removed
Asset Action Perf %
KAVL Sell All -4.09%
COTY Sell All -5.35%
Assets Rebalanced
None
2024-11-15 00:00:00 : Portfolio change date
Asset Action Weight PnL
SAM The Boston Beer Company, Inc. Buy 10.49% 7.37%
FIZZ National Beverage Corp. Buy 9.71% 1.8%
BDC Belden Inc. Buy 9.65% 1.11%
NATR Nature's Sunshine Products, Inc. Buy 10.26% 12.52%
ACU Acme United Corporation Buy 9.21% 1%
ELF e.l.f. Beauty, Inc. Buy 9.68% 6.07%
KAVL Kaival Brands Innovations Group, Inc. Buy 10.99% -1.08%
COTY Coty Inc. Buy 8.75% 1.61%
NAII Natural Alternatives International, Inc. Buy 9.63% 0%
FCEL FuelCell Energy, Inc. Buy 9.63% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • NAII
  • FCEL
Assets Removed
Asset Action Perf %
PLPC Sell All 9.9%
Assets Rebalanced
None
2024-11-14 00:00:00 : Portfolio change date
Asset Action Weight PnL
SAM The Boston Beer Company, Inc. Buy 10.51% 8.28%
FIZZ National Beverage Corp. Buy 9.86% 4.03%
PLPC Preformed Line Products Company Buy 10.56% 11.41%
BDC Belden Inc. Buy 9.7% 2.34%
NATR Nature's Sunshine Products, Inc. Buy 10.17% 12.24%
ACU Acme United Corporation Buy 9.15% 0.97%
ELF e.l.f. Beauty, Inc. Buy 9.6% 5.94%
KAVL Kaival Brands Innovations Group, Inc. Buy 11.27% 2.15%
COTY Coty Inc. Buy 8.45% -1.2%
The percentage of cash held in the portfolio is: 10.71%
New Assets Added
None
Assets Removed
Asset Action Perf %
ANDE Sell All -4.09%
Assets Rebalanced
None
2024-11-13 00:00:00 : Portfolio change date
Asset Action Weight PnL
SAM The Boston Beer Company, Inc. Buy 10.19% 6.22%
FIZZ National Beverage Corp. Buy 9.83% 4.88%
PLPC Preformed Line Products Company Buy 10.58% 12.87%
BDC Belden Inc. Buy 9.79% 4.51%
ANDE The Andersons, Inc. Buy 8.63% -3.7%
NATR Nature's Sunshine Products, Inc. Buy 10.35% 15.54%
ACU Acme United Corporation Buy 8.89% -0.74%
ELF e.l.f. Beauty, Inc. Buy 10.14% 13.15%
KAVL Kaival Brands Innovations Group, Inc. Buy 11.15% 2.15%
COTY Coty Inc. Buy 8.46% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • COTY
Assets Removed
Asset Action Perf %
LMNR Sell All -5.95%
Assets Rebalanced
None

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Market Overview

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