Get the composition of our in-house portfolios

All portfolios and performance
Portfolio Ref: EQXS20LO1M
Performance in the last:
Follow this Portfolio
1D 1.1 %
1W 0.3 %
2W 0.3 %
1M -3.3 %
3M -10.6 %
6M -1.3 %
9M 16.0 %
1Y 14.3 %
Alpha
-8.2%
Beta
0.74
sharpe-R
0.91
Benchmark
SP500 (SPDR S&P 500 ETF Trust)
sharpe-R Benchmark
2.97
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 2024-10-18 07:54:07
Launch Date 2023-01-01 00:00:00
First Valuation Date 2021-01-01 00:00:00
Max. DrawDown -15.83%
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. The maximum number of assets that can be allocated in this strategy is 20.

The assets selection in this portfolio is based on: Macro-Pattern Mix St..
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
2
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
HEES H&E Equipment Services, Inc. Buy 5.46% 10.93%
CBT Cabot Corporation Buy 4.95% 3.32%
FIX Comfort Systems USA, Inc. Buy 5.29% 10.21%
ANF Abercrombie & Fitch Co. Buy 5.33% 13.05%
HWKN Hawkins, Inc. Buy 5.24% 6.81%
APA APA Corporation Buy 4.45% -2.88%
AMPY Amplify Energy Corp. Buy 4.56% -0.74%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.79% 4.23%
TWLO Twilio Inc. Buy 4.86% 5.75%
SJT San Juan Basin Royalty Trust Buy 4.57% 3.35%
PLL Piedmont Lithium Inc. Buy 4.29% -2.9%
OLN Olin Corporation Buy 5.48% -1.15%
FWRD Forward Air Corporation Buy 5.91% 6.67%
CIX CompX International Inc. Buy 4.21% 1.7%
AVGO Broadcom Inc. Buy 4.04% -2.38%
ARCH Arch Resources, Inc. Buy 4.57% -1.45%
ARDX Ardelyx, Inc. Buy 4.1% -3.48%
ARWR Arrowhead Pharmaceuticals, Inc. Buy 4.71% 7.64%
CDXS Codexis, Inc. Buy 6.08% -0.59%
KE Kimball Electronics, Inc. Buy 5.12% 1.51%
The percentage of cash held in the portfolio is: 2%
** The description of each asset is available Here

The latest 5 Compositions change

2024-10-17 00:00:00 : Portfolio change date
Asset Action Weight PnL
HEES H&E Equipment Services, Inc. Buy 5.45% 10.78%
CBT Cabot Corporation Buy 5% 4.37%
FIX Comfort Systems USA, Inc. Buy 5.22% 9.05%
ANF Abercrombie & Fitch Co. Buy 5.42% 15.26%
HWKN Hawkins, Inc. Buy 5.23% 7.01%
APA APA Corporation Buy 4.42% -3.35%
AMPY Amplify Energy Corp. Buy 4.46% -2.67%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.84% 5.63%
TWLO Twilio Inc. Buy 4.87% 6.19%
SJT San Juan Basin Royalty Trust Buy 4.56% 3.35%
PLL Piedmont Lithium Inc. Buy 4.54% 2.98%
OLN Olin Corporation Buy 5.44% -1.73%
FWRD Forward Air Corporation Buy 5.56% 0.48%
CIX CompX International Inc. Buy 4.19% 1.34%
AVGO Broadcom Inc. Buy 3.93% -4.91%
ARCH Arch Resources, Inc. Buy 4.64% 0.43%
ARDX Ardelyx, Inc. Buy 4.1% -3.15%
ARWR Arrowhead Pharmaceuticals, Inc. Buy 4.76% 8.99%
CDXS Codexis, Inc. Buy 6.34% 3.83%
KE Kimball Electronics, Inc. Buy 5.03% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • KE
Assets Removed
Asset Action Perf %
FOR Sell All 2.88%
Assets Rebalanced
None
2024-10-16 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 5.03% 1.07%
HEES H&E Equipment Services, Inc. Buy 5.39% 8.35%
CBT Cabot Corporation Buy 4.94% 2%
FIX Comfort Systems USA, Inc. Buy 5.27% 8.75%
ANF Abercrombie & Fitch Co. Buy 5.37% 12.77%
HWKN Hawkins, Inc. Buy 5.24% 5.83%
APA APA Corporation Buy 4.48% -3.16%
AMPY Amplify Energy Corp. Buy 4.56% -1.63%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.78% 3.05%
TWLO Twilio Inc. Buy 4.9% 5.66%
SJT San Juan Basin Royalty Trust Buy 4.52% 1.29%
PLL Piedmont Lithium Inc. Buy 4.99% 11.81%
OLN Olin Corporation Buy 5.42% -3.17%
FWRD Forward Air Corporation Buy 5.4% -3.53%
CIX CompX International Inc. Buy 4.12% -1.7%
AVGO Broadcom Inc. Buy 3.96% -5.36%
ARCH Arch Resources, Inc. Buy 4.63% -1.13%
ARDX Ardelyx, Inc. Buy 4.24% -1.16%
ARWR Arrowhead Pharmaceuticals, Inc. Buy 4.54% 2.69%
CDXS Codexis, Inc. Buy 6.18% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • CDXS
Assets Removed
Asset Action Perf %
MSTR Sell All 29.57%
Assets Rebalanced
None
2024-10-15 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.9% -0.47%
HEES H&E Equipment Services, Inc. Buy 5.52% 12.19%
CBT Cabot Corporation Buy 4.91% 2.37%
FIX Comfort Systems USA, Inc. Buy 5.28% 10.22%
MSTR MicroStrategy Incorporated Buy 6.32% 34.47%
ANF Abercrombie & Fitch Co. Buy 5.16% 9.44%
HWKN Hawkins, Inc. Buy 5.08% 3.61%
APA APA Corporation Buy 4.77% 4.05%
AMPY Amplify Energy Corp. Buy 4.71% 2.52%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.62% 0.7%
TWLO Twilio Inc. Buy 4.91% 6.93%
SJT San Juan Basin Royalty Trust Buy 4.67% 5.67%
PLL Piedmont Lithium Inc. Buy 4.96% 12.23%
OLN Olin Corporation Buy 5.49% -0.88%
FWRD Forward Air Corporation Buy 5.24% -5.39%
CIX CompX International Inc. Buy 4.14% -0.07%
AVGO Broadcom Inc. Buy 4.06% -1.96%
ARCH Arch Resources, Inc. Buy 4.67% 0.9%
ARDX Ardelyx, Inc. Buy 4.21% -0.83%
ARWR Arrowhead Pharmaceuticals, Inc. Buy 4.37% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • ARWR
Assets Removed
Asset Action Perf %
NESR Sell All -5.98%
Assets Rebalanced
None
2024-10-14 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.84% -0.78%
HEES H&E Equipment Services, Inc. Buy 5.39% 10.38%
CBT Cabot Corporation Buy 4.8% 1.1%
FIX Comfort Systems USA, Inc. Buy 5.19% 9.31%
MSTR MicroStrategy Incorporated Buy 6.61% 41.76%
ANF Abercrombie & Fitch Co. Buy 4.92% 5.38%
HWKN Hawkins, Inc. Buy 5.06% 4.1%
APA APA Corporation Buy 4.79% 5.49%
AMPY Amplify Energy Corp. Buy 4.75% 4.45%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.55% 0%
TWLO Twilio Inc. Buy 4.82% 5.86%
SJT San Juan Basin Royalty Trust Buy 4.71% 7.47%
PLL Piedmont Lithium Inc. Buy 5.32% 21.56%
OLN Olin Corporation Buy 5.43% -1.15%
FWRD Forward Air Corporation Buy 5.36% -2.47%
CIX CompX International Inc. Buy 4.17% 1.67%
AVGO Broadcom Inc. Buy 4.01% -2.4%
ARCH Arch Resources, Inc. Buy 4.63% 0.86%
NESR National Energy Services Reunited Corp. Buy 4.44% -3.26%
ARDX Ardelyx, Inc. Buy 4.21% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • ARDX
Assets Removed
Asset Action Perf %
TSLA Sell All -10.71%
Assets Rebalanced
None
2024-10-11 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.88% -1.82%
HEES H&E Equipment Services, Inc. Buy 5.45% 9.72%
CBT Cabot Corporation Buy 4.82% -0.38%
FIX Comfort Systems USA, Inc. Buy 5.18% 7.11%
TSLA Tesla, Inc. Buy 4.78% -1.18%
MSTR MicroStrategy Incorporated Buy 5.8% 22.25%
ANF Abercrombie & Fitch Co. Buy 4.8% 0.81%
HWKN Hawkins, Inc. Buy 5.07% 2.54%
APA APA Corporation Buy 4.84% 4.68%
AMPY Amplify Energy Corp. Buy 4.74% 2.37%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.58% -1.17%
TWLO Twilio Inc. Buy 4.89% 5.57%
SJT San Juan Basin Royalty Trust Buy 4.54% 1.8%
PLL Piedmont Lithium Inc. Buy 5.3% 18.79%
OLN Olin Corporation Buy 5.46% -2.31%
FWRD Forward Air Corporation Buy 5.29% -5.39%
CIX CompX International Inc. Buy 4.06% -2.91%
AVGO Broadcom Inc. Buy 4.17% -0.14%
ARCH Arch Resources, Inc. Buy 4.67% 0%
NESR National Energy Services Reunited Corp. Buy 4.67% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • ARCH
  • NESR
Assets Removed
Asset Action Perf %
AMRC Sell All -8.36%
LNN Sell All -3.72%
Assets Rebalanced
None
2024-10-10 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.87% -1.41%
AMRC Ameresco, Inc. Buy 4.76% -3.72%
HEES H&E Equipment Services, Inc. Buy 5.49% 11.15%
LNN Lindsay Corporation Buy 4.84% -2.15%
CBT Cabot Corporation Buy 4.8% -0.26%
FIX Comfort Systems USA, Inc. Buy 5.2% 7.99%
TSLA Tesla, Inc. Buy 4.76% -1.18%
MSTR MicroStrategy Incorporated Buy 5.94% 25.97%
ANF Abercrombie & Fitch Co. Buy 4.69% -0.87%
HWKN Hawkins, Inc. Buy 5.16% 4.99%
APA APA Corporation Buy 4.72% 2.61%
AMPY Amplify Energy Corp. Buy 4.73% 2.67%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.55% -1.17%
TWLO Twilio Inc. Buy 4.8% 4.17%
SJT San Juan Basin Royalty Trust Buy 4.34% -2.06%
PLL Piedmont Lithium Inc. Buy 5.27% 18.79%
OLN Olin Corporation Buy 5.43% -2.31%
FWRD Forward Air Corporation Buy 5.33% -4.17%
CIX CompX International Inc. Buy 4.16% 0%
AVGO Broadcom Inc. Buy 4.16% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • CIX
  • AVGO
Assets Removed
None
Assets Rebalanced
None
2024-10-09 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.9% -1.57%
AMRC Ameresco, Inc. Buy 4.61% -7.48%
HEES H&E Equipment Services, Inc. Buy 5.46% 9.59%
LNN Lindsay Corporation Buy 4.82% -3.18%
CBT Cabot Corporation Buy 4.83% -0.35%
FIX Comfort Systems USA, Inc. Buy 5.17% 6.58%
TSLA Tesla, Inc. Buy 4.86% 0.24%
MSTR MicroStrategy Incorporated Buy 5.9% 24.08%
ANF Abercrombie & Fitch Co. Buy 4.78% 0.19%
HWKN Hawkins, Inc. Buy 5.15% 3.87%
APA APA Corporation Buy 4.74% 2.34%
AMPY Amplify Energy Corp. Buy 4.83% 4.01%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.52% -2.58%
TWLO Twilio Inc. Buy 4.74% 2.03%
SJT San Juan Basin Royalty Trust Buy 4.31% -3.61%
PLL Piedmont Lithium Inc. Buy 4.78% 7.02%
OLN Olin Corporation Buy 5.61% 0%
FWRD Forward Air Corporation Buy 5.58% -0.42%
The percentage of cash held in the portfolio is: 10.4%
New Assets Added
None
Assets Removed
Asset Action Perf %
TSE Sell All -7.88%
PARR Sell All -8.8%
Assets Rebalanced
None
2024-10-08 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.88% -0.85%
AMRC Ameresco, Inc. Buy 4.73% -3.89%
HEES H&E Equipment Services, Inc. Buy 5.34% 8.46%
LNN Lindsay Corporation Buy 4.82% -2.19%
CBT Cabot Corporation Buy 4.78% -0.35%
FIX Comfort Systems USA, Inc. Buy 5.13% 6.92%
TSLA Tesla, Inc. Buy 4.74% -1.27%
MSTR MicroStrategy Incorporated Buy 5.84% 24.08%
ANF Abercrombie & Fitch Co. Buy 4.61% -2.15%
HWKN Hawkins, Inc. Buy 4.97% 1.49%
APA APA Corporation Buy 4.82% 5.11%
AMPY Amplify Energy Corp. Buy 4.92% 7.12%
TSE Trinseo PLC Buy 4.46% -2.88%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.32% -5.87%
TWLO Twilio Inc. Buy 4.74% 3.31%
PARR Par Pacific Holdings, Inc. Buy 4.3% -3.21%
SJT San Juan Basin Royalty Trust Buy 4.35% -1.55%
PLL Piedmont Lithium Inc. Buy 5.16% 16.77%
OLN Olin Corporation Buy 5.54% 0%
FWRD Forward Air Corporation Buy 5.54% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • OLN
  • FWRD
Assets Removed
Asset Action Perf %
UUUU Sell All 1.89%
MEI Sell All -8.14%
Assets Rebalanced
None
2024-10-07 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.97% 1.41%
AMRC Ameresco, Inc. Buy 4.69% -4.33%
HEES H&E Equipment Services, Inc. Buy 5.28% 7.75%
LNN Lindsay Corporation Buy 4.84% -1.27%
CBT Cabot Corporation Buy 4.74% -0.64%
FIX Comfort Systems USA, Inc. Buy 5.05% 5.85%
TSLA Tesla, Inc. Buy 4.9% 2.53%
MEI Methode Electronics, Inc. Buy 4.63% -2.98%
UUUU Energy Fuels Inc. Buy 6.98% 6.98%
MSTR MicroStrategy Incorporated Buy 5.51% 17.7%
ANF Abercrombie & Fitch Co. Buy 4.83% 2.97%
HWKN Hawkins, Inc. Buy 4.87% -0.2%
APA APA Corporation Buy 4.78% 4.79%
AMPY Amplify Energy Corp. Buy 4.81% 5.19%
TSE Trinseo PLC Buy 4.7% 2.88%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.61% 0.94%
TWLO Twilio Inc. Buy 4.65% 1.64%
PARR Par Pacific Holdings, Inc. Buy 4.34% -1.81%
SJT San Juan Basin Royalty Trust Buy 4.4% 0%
PLL Piedmont Lithium Inc. Buy 4.4% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • SJT
  • PLL
Assets Removed
None
Assets Rebalanced
None
2024-10-04 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 5.04% 0.56%
AMRC Ameresco, Inc. Buy 4.74% -5.38%
HEES H&E Equipment Services, Inc. Buy 5.25% 4.66%
LNN Lindsay Corporation Buy 4.89% -2.4%
CBT Cabot Corporation Buy 4.78% -2.02%
FIX Comfort Systems USA, Inc. Buy 5.07% 3.74%
TSLA Tesla, Inc. Buy 4.82% -1.34%
MEI Methode Electronics, Inc. Buy 4.65% -4.73%
UUUU Energy Fuels Inc. Buy 7.06% 5.85%
MSTR MicroStrategy Incorporated Buy 5.22% 8.96%
ANF Abercrombie & Fitch Co. Buy 4.53% -5.62%
HWKN Hawkins, Inc. Buy 4.9% -1.86%
APA APA Corporation Buy 4.82% 3.39%
AMPY Amplify Energy Corp. Buy 4.82% 3.12%
TSE Trinseo PLC Buy 4.52% -3.33%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.64% -0.7%
TWLO Twilio Inc. Buy 4.67% -0.18%
PARR Par Pacific Holdings, Inc. Buy 4.52% 0%
The percentage of cash held in the portfolio is: 11.04%
New Assets Added
  • PARR
Assets Removed
Asset Action Perf %
SABR Sell All -7.34%
Assets Rebalanced
None
2024-10-03 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 4.94% -0.16%
AMRC Ameresco, Inc. Buy 5% 1.24%
HEES H&E Equipment Services, Inc. Buy 5.17% 4.63%
LNN Lindsay Corporation Buy 4.9% -0.81%
CBT Cabot Corporation Buy 4.79% -0.54%
FIX Comfort Systems USA, Inc. Buy 5.03% 4.53%
TSLA Tesla, Inc. Buy 4.91% 2.09%
MEI Methode Electronics, Inc. Buy 4.8% -0.18%
UUUU Energy Fuels Inc. Buy 7.32% 11.32%
MSTR MicroStrategy Incorporated Buy 5.18% 9.78%
ANF Abercrombie & Fitch Co. Buy 4.45% -5.9%
SABR Sabre Corporation Buy 4.23% -4.89%
HWKN Hawkins, Inc. Buy 5.01% 1.88%
APA APA Corporation Buy 4.62% 0.39%
AMPY Amplify Energy Corp. Buy 4.61% 0%
TSE Trinseo PLC Buy 4.61% 0%
IRWD Ironwood Pharmaceuticals, Inc. Buy 4.61% 0%
TWLO Twilio Inc. Buy 4.61% 0%
The percentage of cash held in the portfolio is: 11.22%
New Assets Added
  • AMPY
  • TSE
  • IRWD
  • TWLO
Assets Removed
Asset Action Perf %
MODG Sell All -5.32%
Assets Rebalanced
None
2024-10-02 00:00:00 : Portfolio change date
Asset Action Weight PnL
FOR Forestar Group Inc. Buy 5% 1.25%
AMRC Ameresco, Inc. Buy 5.08% 2.92%
HEES H&E Equipment Services, Inc. Buy 5.2% 5.27%
LNN Lindsay Corporation Buy 4.9% -0.62%
CBT Cabot Corporation Buy 4.79% -0.3%
FIX Comfort Systems USA, Inc. Buy 4.92% 2.45%
TSLA Tesla, Inc. Buy 5.08% 5.78%
MEI Methode Electronics, Inc. Buy 4.8% -0.09%
UUUU Energy Fuels Inc. Buy 6.92% 5.47%
MSTR MicroStrategy Incorporated Buy 5.11% 8.48%
ANF Abercrombie & Fitch Co. Buy 4.51% -4.48%
SABR Sabre Corporation Buy 4.36% -1.9%
HWKN Hawkins, Inc. Buy 4.96% 1.04%
MODG Topgolf Callaway Brands Corp. Buy 4.81% -2.02%
APA APA Corporation Buy 4.59% 0%
The percentage of cash held in the portfolio is: 24.95%
New Assets Added
  • APA
Assets Removed
Asset Action Perf %
WES Sell All -0.18%
NTNX Sell All -7.53%
TER Sell All -6.13%
Assets Rebalanced
None
2024-10-01 00:00:00 : Portfolio change date
Asset Action Weight PnL
WES Western Midstream Partners, LP Buy 5.13% -0.83%
FOR Forestar Group Inc. Buy 4.95% 1.47%
AMRC Ameresco, Inc. Buy 5.1% 4.66%
HEES H&E Equipment Services, Inc. Buy 5.07% 3.95%
LNN Lindsay Corporation Buy 4.87% -0.19%
CBT Cabot Corporation Buy 4.77% 0.52%
FIX Comfort Systems USA, Inc. Buy 4.88% 2.65%
TSLA Tesla, Inc. Buy 5.09% 7.26%
MEI Methode Electronics, Inc. Buy 4.97% 4.73%
UUUU Energy Fuels Inc. Buy 6.72% 3.58%
MSTR MicroStrategy Incorporated Buy 5.24% 12.42%
NTNX Nutanix, Inc. Buy 4.52% -2.96%
ANF Abercrombie & Fitch Co. Buy 4.6% -1.55%
TER Teradyne, Inc. Buy 4.28% -2.53%
SABR Sabre Corporation Buy 4.38% -0.27%
HWKN Hawkins, Inc. Buy 4.93% 1.62%
MODG Topgolf Callaway Brands Corp. Buy 4.89% 0.73%
The percentage of cash held in the portfolio is: 15.6%
New Assets Added
None
Assets Removed
Asset Action Perf %
TSE Sell All 8.72%
HGV Sell All -5.02%
RMNI Sell All -9.31%
Assets Rebalanced
None
2024-09-30 00:00:00 : Portfolio change date
Asset Action Weight PnL
WES Western Midstream Partners, LP Buy 5.07% -0.93%
FOR Forestar Group Inc. Buy 4.93% 2.07%
AMRC Ameresco, Inc. Buy 5.14% 6.48%
HEES H&E Equipment Services, Inc. Buy 4.95% 2.63%
LNN Lindsay Corporation Buy 4.8% -0.59%
CBT Cabot Corporation Buy 4.68% -0.32%
TSE Trinseo PLC Buy 5.49% 16.81%
FIX Comfort Systems USA, Inc. Buy 4.82% 2.58%
TSLA Tesla, Inc. Buy 5.02% 6.78%
MEI Methode Electronics, Inc. Buy 4.93% 4.82%
UUUU Energy Fuels Inc. Buy 6.71% 4.53%
MSTR MicroStrategy Incorporated Buy 5.42% 17.5%
NTNX Nutanix, Inc. Buy 4.5% -2.37%
ANF Abercrombie & Fitch Co. Buy 4.7% 1.69%
HGV Hilton Grand Vacations Inc. Buy 4.6% -0.5%
RMNI Rimini Street, Inc. Buy 3.99% -8.33%
TER Teradyne, Inc. Buy 4.26% -2.02%
SABR Sabre Corporation Buy 4.39% 1.09%
HWKN Hawkins, Inc. Buy 4.8% 0%
MODG Topgolf Callaway Brands Corp. Buy 4.8% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • HWKN
  • MODG
Assets Removed
Asset Action Perf %
PODD Sell All 13.51%
BLBD Sell All -9.13%
Assets Rebalanced
None
2024-09-27 00:00:00 : Portfolio change date
Asset Action Weight PnL
PODD Insulet Corporation Buy 5.38% 15.17%
WES Western Midstream Partners, LP Buy 5.01% -1.66%
FOR Forestar Group Inc. Buy 4.85% 0.97%
AMRC Ameresco, Inc. Buy 5.14% 6.98%
HEES H&E Equipment Services, Inc. Buy 4.88% 1.54%
LNN Lindsay Corporation Buy 4.72% -1.67%
CBT Cabot Corporation Buy 4.7% 0.39%
TSE Trinseo PLC Buy 5.69% 21.7%
FIX Comfort Systems USA, Inc. Buy 4.88% 4.35%
BLBD Blue Bird Corporation Buy 4.48% -4.29%
TSLA Tesla, Inc. Buy 4.88% 4.22%
MEI Methode Electronics, Inc. Buy 5.02% 7.27%
UUUU Energy Fuels Inc. Buy 6.7% 4.91%
MSTR MicroStrategy Incorporated Buy 5.08% 10.68%
NTNX Nutanix, Inc. Buy 4.6% 0.23%
ANF Abercrombie & Fitch Co. Buy 4.46% -2.93%
HGV Hilton Grand Vacations Inc. Buy 4.56% -0.97%
RMNI Rimini Street, Inc. Buy 4.33% 0%
TER Teradyne, Inc. Buy 4.33% 0%
SABR Sabre Corporation Buy 4.33% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • RMNI
  • TER
  • SABR
Assets Removed
Asset Action Perf %
CMTL Sell All -9.31%
TPL Sell All -4.56%
TGI Sell All -6.73%
Assets Rebalanced
None
2024-09-25 00:00:00 : Portfolio change date
Asset Action Weight PnL
PODD Insulet Corporation Buy 5.48% 16.92%
WES Western Midstream Partners, LP Buy 5.17% 1.14%
FOR Forestar Group Inc. Buy 4.94% 2.48%
AMRC Ameresco, Inc. Buy 5.02% 4.14%
HEES H&E Equipment Services, Inc. Buy 4.92% 2.11%
LNN Lindsay Corporation Buy 4.79% -0.64%
TPL Texas Pacific Land Corporation Buy 4.82% 2.72%
CBT Cabot Corporation Buy 4.65% -0.87%
TSE Trinseo PLC Buy 5.01% 6.81%
FIX Comfort Systems USA, Inc. Buy 4.79% 2.08%
TGI Triumph Group, Inc. Buy 4.49% -4.29%
BLBD Blue Bird Corporation Buy 4.66% -0.79%
TSLA Tesla, Inc. Buy 4.89% 4.24%
MEI Methode Electronics, Inc. Buy 4.7% 0.26%
UUUU Energy Fuels Inc. Buy 6.6% 3.02%
CMTL Comtech Telecommunications Corp. Buy 4.55% -1.11%
MSTR MicroStrategy Incorporated Buy 4.72% 2.61%
NTNX Nutanix, Inc. Buy 4.57% -0.69%
ANF Abercrombie & Fitch Co. Buy 4.61% 0%
HGV Hilton Grand Vacations Inc. Buy 4.61% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • ANF
  • HGV
Assets Removed
Asset Action Perf %
MYGN Sell All -1.56%
QTWO Sell All -1.56%
Assets Rebalanced
None
2024-09-24 00:00:00 : Portfolio change date
Asset Action Weight PnL
PODD Insulet Corporation Buy 5.5% 16.9%
WES Western Midstream Partners, LP Buy 5.21% 1.58%
MYGN Myriad Genetics, Inc. Buy 4.7% -0.15%
FOR Forestar Group Inc. Buy 5.05% 4.55%
AMRC Ameresco, Inc. Buy 5.04% 4.25%
HEES H&E Equipment Services, Inc. Buy 4.92% 1.79%
LNN Lindsay Corporation Buy 4.79% -0.85%
TPL Texas Pacific Land Corporation Buy 4.89% 3.98%
CBT Cabot Corporation Buy 4.63% -1.66%
TSE Trinseo PLC Buy 4.47% -5.11%
FIX Comfort Systems USA, Inc. Buy 4.8% 1.9%
TGI Triumph Group, Inc. Buy 4.71% 0.15%
BLBD Blue Bird Corporation Buy 4.72% 0.36%
TSLA Tesla, Inc. Buy 4.82% 2.49%
QTWO Q2 Holdings, Inc. Buy 4.69% -0.31%
MEI Methode Electronics, Inc. Buy 4.68% -0.53%
UUUU Energy Fuels Inc. Buy 6.51% 1.32%
CMTL Comtech Telecommunications Corp. Buy 4.62% 0%
MSTR MicroStrategy Incorporated Buy 4.62% 0%
NTNX Nutanix, Inc. Buy 4.62% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • CMTL
  • MSTR
  • NTNX
Assets Removed
Asset Action Perf %
MBUU Sell All 5%
ESPR Sell All -10.93%
SSP Sell All -14.36%
Assets Rebalanced
None
2024-09-23 00:00:00 : Portfolio change date
Asset Action Weight PnL
PODD Insulet Corporation Buy 5.42% 15.73%
WES Western Midstream Partners, LP Buy 5.13% 0.44%
MBUU Malibu Boats, Inc. Buy 5.56% 8.8%
ESPR Esperion Therapeutics, Inc. Buy 4.44% -8.2%
MYGN Myriad Genetics, Inc. Buy 4.8% 2.48%
FOR Forestar Group Inc. Buy 5.02% 4.2%
AMRC Ameresco, Inc. Buy 4.79% -0.5%
HEES H&E Equipment Services, Inc. Buy 4.95% 2.69%
LNN Lindsay Corporation Buy 4.76% -1.18%
SSP The E.W. Scripps Company Buy 4.41% -8.42%
TPL Texas Pacific Land Corporation Buy 4.8% 2.25%
CBT Cabot Corporation Buy 4.65% -0.83%
TSE Trinseo PLC Buy 4.48% -4.47%
FIX Comfort Systems USA, Inc. Buy 4.75% 1.29%
TGI Triumph Group, Inc. Buy 4.67% -0.44%
BLBD Blue Bird Corporation Buy 4.8% 2.23%
TSLA Tesla, Inc. Buy 4.58% -2.32%
QTWO Q2 Holdings, Inc. Buy 4.8% 2.28%
MEI Methode Electronics, Inc. Buy 4.79% 2.19%
UUUU Energy Fuels Inc. Buy 6.41% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • UUUU
Assets Removed
Asset Action Perf %
ATUS Sell All 20.33%
Assets Rebalanced
None
2024-09-20 00:00:00 : Portfolio change date
Asset Action Weight PnL
ATUS Altice USA, Inc. Buy 6.56% 25.27%
PODD Insulet Corporation Buy 5.38% 16.27%
WES Western Midstream Partners, LP Buy 5.1% 1.09%
MBUU Malibu Boats, Inc. Buy 5.54% 9.84%
ESPR Esperion Therapeutics, Inc. Buy 4.56% -4.37%
MYGN Myriad Genetics, Inc. Buy 4.86% 4.89%
FOR Forestar Group Inc. Buy 5.13% 7.77%
AMRC Ameresco, Inc. Buy 4.69% -1.41%
HEES H&E Equipment Services, Inc. Buy 4.92% 3.31%
LNN Lindsay Corporation Buy 4.82% 1.23%
SSP The E.W. Scripps Company Buy 4.74% -0.5%
TPL Texas Pacific Land Corporation Buy 4.63% 0%
CBT Cabot Corporation Buy 4.63% 0%
TSE Trinseo PLC Buy 4.63% 0%
FIX Comfort Systems USA, Inc. Buy 4.63% 0%
TGI Triumph Group, Inc. Buy 4.63% 0%
BLBD Blue Bird Corporation Buy 4.63% 0%
TSLA Tesla, Inc. Buy 4.63% 0%
QTWO Q2 Holdings, Inc. Buy 4.63% 0%
MEI Methode Electronics, Inc. Buy 4.63% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • TPL
  • CBT
  • TSE
  • FIX
  • TGI
  • BLBD
  • TSLA
  • QTWO
  • MEI
Assets Removed
Asset Action Perf %
HE Sell All -10.31%
MPW Sell All -9.42%
Assets Rebalanced
None
2024-09-19 00:00:00 : Portfolio change date
Asset Action Weight PnL
ATUS Altice USA, Inc. Buy 6.66% 27.47%
PODD Insulet Corporation Buy 5.33% 15.5%
WES Western Midstream Partners, LP Buy 5.17% 2.72%
MBUU Malibu Boats, Inc. Buy 5.43% 7.89%
ESPR Esperion Therapeutics, Inc. Buy 4.53% -4.92%
MYGN Myriad Genetics, Inc. Buy 4.87% 5.56%
MPW Medical Properties Trust, Inc. Buy 4.23% -6.75%
HE Hawaiian Electric Industries, Inc. Buy 4.68% -1.31%
FOR Forestar Group Inc. Buy 4.9% 3.32%
AMRC Ameresco, Inc. Buy 4.75% 0.14%
HEES H&E Equipment Services, Inc. Buy 4.75% 0%
LNN Lindsay Corporation Buy 4.75% 0%
SSP The E.W. Scripps Company Buy 4.75% 0%
The percentage of cash held in the portfolio is: 35.22%
New Assets Added
  • HEES
  • LNN
  • SSP
Assets Removed
None
Assets Rebalanced
None
2024-09-18 00:00:00 : Portfolio change date
Asset Action Weight PnL
ATUS Altice USA, Inc. Buy 6.36% 21.98%
PODD Insulet Corporation Buy 5.31% 15.22%
WES Western Midstream Partners, LP Buy 5.21% 3.81%
MBUU Malibu Boats, Inc. Buy 5.43% 8.03%
ESPR Esperion Therapeutics, Inc. Buy 4.62% -2.73%
MYGN Myriad Genetics, Inc. Buy 4.89% 6.04%
MPW Medical Properties Trust, Inc. Buy 4.43% -2.04%
HE Hawaiian Electric Industries, Inc. Buy 4.75% 0.16%
FOR Forestar Group Inc. Buy 4.9% 3.51%
AMRC Ameresco, Inc. Buy 4.74% 0%
The percentage of cash held in the portfolio is: 49.36%
New Assets Added
  • AMRC
Assets Removed
None
Assets Rebalanced
None
2024-09-17 00:00:00 : Portfolio change date
Asset Action Weight PnL
ATUS Altice USA, Inc. Buy 6.25% 19.23%
PODD Insulet Corporation Buy 5.3% 14.42%
WES Western Midstream Partners, LP Buy 5.21% 3.14%
MBUU Malibu Boats, Inc. Buy 5.36% 6.16%
ESPR Esperion Therapeutics, Inc. Buy 4.6% -3.83%
MYGN Myriad Genetics, Inc. Buy 4.79% 3.45%
MPW Medical Properties Trust, Inc. Buy 4.54% -0.31%
HE Hawaiian Electric Industries, Inc. Buy 4.76% 0%
FOR Forestar Group Inc. Buy 4.76% 0%
The percentage of cash held in the portfolio is: 54.41%
New Assets Added
  • HE
  • FOR
Assets Removed
Asset Action Perf %
APLS Sell All -8.89%
TVTX Sell All 48.65%
Assets Rebalanced
None
2024-09-16 00:00:00 : Portfolio change date
Asset Action Weight PnL
APLS Apellis Pharmaceuticals, Inc. Buy 4.95% -5.61%
ATUS Altice USA, Inc. Buy 6.25% 19.23%
PODD Insulet Corporation Buy 5.3% 14.41%
WES Western Midstream Partners, LP Buy 5.18% 2.57%
MBUU Malibu Boats, Inc. Buy 5.34% 5.75%
TVTX Travere Therapeutics, Inc. Buy 6.7% 40.42%
ESPR Esperion Therapeutics, Inc. Buy 4.98% 4.37%
MYGN Myriad Genetics, Inc. Buy 4.74% 2.3%
MPW Medical Properties Trust, Inc. Buy 4.55% 0%
The percentage of cash held in the portfolio is: 52.02%
New Assets Added
  • MPW
Assets Removed
Asset Action Perf %
VIAV Sell All 3.46%
PRTH Sell All 25.35%
Assets Rebalanced
None
2024-09-12 00:00:00 : Portfolio change date
Asset Action Weight PnL
VIAV Viavi Solutions Inc. Buy 5.43% 2.72%
PRTH Priority Technology Holdings, Inc. Buy 6.17% 16.7%
APLS Apellis Pharmaceuticals, Inc. Buy 5.19% -3.75%
ATUS Altice USA, Inc. Buy 5.75% 6.59%
PODD Insulet Corporation Buy 5.31% 11.4%
WES Western Midstream Partners, LP Buy 5.16% -0.73%
MBUU Malibu Boats, Inc. Buy 5.26% 1.24%
TVTX Travere Therapeutics, Inc. Buy 6.27% 27.5%
ESPR Esperion Therapeutics, Inc. Buy 4.67% -4.92%
MYGN Myriad Genetics, Inc. Buy 4.65% -2.56%
The percentage of cash held in the portfolio is: 46.13%
New Assets Added
None
Assets Removed
Asset Action Perf %
WOW Sell All -12.46%
GME Sell All -10.8%
JBSS Sell All -4.24%
Assets Rebalanced
None
2024-09-10 00:00:00 : Portfolio change date
Asset Action Weight PnL
VIAV Viavi Solutions Inc. Buy 5.14% -1.6%
PRTH Priority Technology Holdings, Inc. Buy 5.78% 10.66%
WOW WideOpenWest, Inc. Buy 5.11% -3.98%
APLS Apellis Pharmaceuticals, Inc. Buy 5.34% 0.21%
ATUS Altice USA, Inc. Buy 6% 12.64%
PODD Insulet Corporation Buy 5.04% 7.2%
WES Western Midstream Partners, LP Buy 5.01% -2.44%
MBUU Malibu Boats, Inc. Buy 5.03% -2.03%
GME GameStop Corp. Buy 5.09% 4.8%
JBSS John B. Sanfilippo & Son, Inc. Buy 4.82% -0.6%
TVTX Travere Therapeutics, Inc. Buy 6.5% 33.96%
ESPR Esperion Therapeutics, Inc. Buy 4.51% -7.1%
MYGN Myriad Genetics, Inc. Buy 4.74% 0.63%
The percentage of cash held in the portfolio is: 31.9%
New Assets Added
None
Assets Removed
Asset Action Perf %
ALDX Sell All -6.49%
LPTV Sell All -47.73%
UAA Sell All -9.36%
Assets Rebalanced
None
2024-09-09 00:00:00 : Portfolio change date
Asset Action Weight PnL
VIAV Viavi Solutions Inc. Buy 5.11% -2.35%
PRTH Priority Technology Holdings, Inc. Buy 5.44% 3.82%
WOW WideOpenWest, Inc. Buy 5.08% -4.84%
LPTV Loop Media, Inc. Buy 3.16% -40.91%
APLS Apellis Pharmaceuticals, Inc. Buy 5.5% 3%
ATUS Altice USA, Inc. Buy 6.46% 20.88%
PODD Insulet Corporation Buy 4.96% 5.05%
WES Western Midstream Partners, LP Buy 5.04% -2.13%
MBUU Malibu Boats, Inc. Buy 5.12% -0.47%
GME GameStop Corp. Buy 5.03% 3.37%
JBSS John B. Sanfilippo & Son, Inc. Buy 4.9% 0.66%
TVTX Travere Therapeutics, Inc. Buy 5.57% 14.37%
ESPR Esperion Therapeutics, Inc. Buy 4.39% -9.84%
UAA Under Armour, Inc. Buy 4.28% -5.35%
ALDX Aldeyra Therapeutics, Inc. Buy 4.38% -3.01%
MYGN Myriad Genetics, Inc. Buy 4.72% 0%
The percentage of cash held in the portfolio is: 20.88%
New Assets Added
  • MYGN
Assets Removed
Asset Action Perf %
ROG Sell All -7.91%
RUN Sell All -10.32%
ABG Sell All -5.59%
ORGO Sell All -12.72%
TSLA Sell All -8.45%
Assets Rebalanced
None
2024-09-06 00:00:00 : Portfolio change date
Asset Action Weight PnL
VIAV Viavi Solutions Inc. Buy 5.17% 0.12%
ROG Rogers Corporation Buy 4.95% -4.05%
PRTH Priority Technology Holdings, Inc. Buy 5.68% 10.06%
RUN Sunrun Inc. Buy 5% -4.94%
WOW WideOpenWest, Inc. Buy 5.11% -2.94%
LPTV Loop Media, Inc. Buy 3.53% -32.95%
ABG Asbury Automotive Group, Inc. Buy 5.17% -1.82%
ORGO Organogenesis Holdings Inc. Buy 4.91% -6.71%
APLS Apellis Pharmaceuticals, Inc. Buy 5.19% -1.42%
ATUS Altice USA, Inc. Buy 6.19% 17.58%
PODD Insulet Corporation Buy 4.92% 5.72%
WES Western Midstream Partners, LP Buy 4.97% -1.94%
MBUU Malibu Boats, Inc. Buy 4.99% -1.65%
GME GameStop Corp. Buy 4.64% -3.24%
JBSS John B. Sanfilippo & Son, Inc. Buy 4.83% 0.64%
TVTX Travere Therapeutics, Inc. Buy 4.96% 3.44%
ESPR Esperion Therapeutics, Inc. Buy 4.51% -6.01%
UAA Under Armour, Inc. Buy 4.25% -4.5%
ALDX Aldeyra Therapeutics, Inc. Buy 4.45% 0%
TSLA Tesla, Inc. Buy 4.58% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • TSLA
Assets Removed
Asset Action Perf %
FIVN Sell All -11.57%
Assets Rebalanced
None
2024-09-05 00:00:00 : Portfolio change date
Asset Action Weight PnL
VIAV Viavi Solutions Inc. Buy 5.16% 0.74%
ROG Rogers Corporation Buy 4.95% -3.48%
PRTH Priority Technology Holdings, Inc. Buy 5.95% 16.1%
FIVN Five9, Inc. Buy 4.57% -10.85%
RUN Sunrun Inc. Buy 5.06% -3.11%
WOW WideOpenWest, Inc. Buy 5.05% -3.46%
LPTV Loop Media, Inc. Buy 3.57% -31.82%
ABG Asbury Automotive Group, Inc. Buy 5.2% -0.56%
ORGO Organogenesis Holdings Inc. Buy 4.99% -4.59%
APLS Apellis Pharmaceuticals, Inc. Buy 4.96% -5.21%
ATUS Altice USA, Inc. Buy 5.86% 12.09%
PODD Insulet Corporation Buy 4.8% 3.96%
WES Western Midstream Partners, LP Buy 4.91% -2.46%
MBUU Malibu Boats, Inc. Buy 5.05% 0.22%
GME GameStop Corp. Buy 4.55% -4.41%
JBSS John B. Sanfilippo & Son, Inc. Buy 4.8% 0.86%
TVTX Travere Therapeutics, Inc. Buy 4.99% 4.69%
ESPR Esperion Therapeutics, Inc. Buy 4.74% -0.55%
UAA Under Armour, Inc. Buy 4.42% 0%
ALDX Aldeyra Therapeutics, Inc. Buy 4.42% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • UAA
  • ALDX
Assets Removed
Asset Action Perf %
EGRX Sell All -11.35%
Assets Rebalanced
None
2024-09-04 00:00:00 : Portfolio change date
Asset Action Weight PnL
VIAV Viavi Solutions Inc. Buy 5.14% -0.37%
ROG Rogers Corporation Buy 4.99% -3.4%
PRTH Priority Technology Holdings, Inc. Buy 6.1% 18.11%
FIVN Five9, Inc. Buy 4.79% -7.17%
RUN Sunrun Inc. Buy 4.81% -8.64%
WOW WideOpenWest, Inc. Buy 4.98% -5.36%
LPTV Loop Media, Inc. Buy 3.59% -31.82%
ABG Asbury Automotive Group, Inc. Buy 5.33% 1.15%
ORGO Organogenesis Holdings Inc. Buy 5.08% -3.53%
APLS Apellis Pharmaceuticals, Inc. Buy 5.13% -2.65%
ATUS Altice USA, Inc. Buy 5.21% -1.1%
EGRX Eagle Pharmaceuticals, Inc. Buy 4.17% -10.38%
PODD Insulet Corporation Buy 4.7% 1.11%
WES Western Midstream Partners, LP Buy 4.99% -1.58%
MBUU Malibu Boats, Inc. Buy 5.03% -0.85%
GME GameStop Corp. Buy 4.8% 0%
JBSS John B. Sanfilippo & Son, Inc. Buy 4.8% 0%
TVTX Travere Therapeutics, Inc. Buy 4.8% 0%
ESPR Esperion Therapeutics, Inc. Buy 4.8% 0%
The percentage of cash held in the portfolio is: 6.8%
New Assets Added
  • GME
  • JBSS
  • TVTX
  • ESPR
Assets Removed
Asset Action Perf %
VRNT Sell All -8.79%
CMTL Sell All -11.11%
ARDX Sell All -11.62%
CLF Sell All -5.91%
NEOG Sell All -6.34%
Assets Rebalanced
None
2024-09-02 00:00:00 : Portfolio change date
Asset Action Weight PnL
VIAV Viavi Solutions Inc. Buy 5.26% 6.3%
ROG Rogers Corporation Buy 4.96% 0.2%
VRNT Verint Systems Inc. Buy 4.72% -4.65%
PRTH Priority Technology Holdings, Inc. Buy 5.97% 20.72%
FIVN Five9, Inc. Buy 4.77% -3.59%
RUN Sunrun Inc. Buy 5.11% 1.28%
CMTL Comtech Telecommunications Corp. Buy 4.66% -7.6%
WOW WideOpenWest, Inc. Buy 4.82% -4.5%
LPTV Loop Media, Inc. Buy 3.73% -26.14%
ABG Asbury Automotive Group, Inc. Buy 5.27% 4.51%
ARDX Ardelyx, Inc. Buy 4.89% -2.98%
ORGO Organogenesis Holdings Inc. Buy 5.13% 1.77%
APLS Apellis Pharmaceuticals, Inc. Buy 4.92% -2.4%
ATUS Altice USA, Inc. Buy 5.1% 1.1%
CLF Cleveland-Cliffs Inc. Buy 5.15% 1.48%
NEOG Neogen Corporation Buy 5% 0.35%
EGRX Eagle Pharmaceuticals, Inc. Buy 4.4% -1.15%
PODD Insulet Corporation Buy 4.42% -0.81%
WES Western Midstream Partners, LP Buy 4.86% 0%
MBUU Malibu Boats, Inc. Buy 4.86% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • WES
  • MBUU
Assets Removed
Asset Action Perf %
HLX Sell All 1.54%
DDD Sell All -17.37%
Assets Rebalanced
None
2024-08-29 00:00:00 : Portfolio change date
Asset Action Weight PnL
VIAV Viavi Solutions Inc. Buy 5.19% 4.81%
ROG Rogers Corporation Buy 4.94% -0.25%
VRNT Verint Systems Inc. Buy 4.75% -3.96%
PRTH Priority Technology Holdings, Inc. Buy 5.84% 17.91%
FIVN Five9, Inc. Buy 4.8% -3.02%
RUN Sunrun Inc. Buy 5.13% 1.68%
CMTL Comtech Telecommunications Corp. Buy 4.62% -8.48%
DDD 3D Systems Corporation Buy 4.48% -11.2%
WOW WideOpenWest, Inc. Buy 4.83% -4.33%
LPTV Loop Media, Inc. Buy 3.44% -31.82%
ABG Asbury Automotive Group, Inc. Buy 5.19% 2.83%
ARDX Ardelyx, Inc. Buy 4.87% -3.45%
ORGO Organogenesis Holdings Inc. Buy 5.23% 3.53%
APLS Apellis Pharmaceuticals, Inc. Buy 4.84% -4.2%
ATUS Altice USA, Inc. Buy 5.13% 1.65%
CLF Cleveland-Cliffs Inc. Buy 5.3% 4.51%
HLX Helix Energy Solutions Group, Inc. Buy 5.63% 2.99%
NEOG Neogen Corporation Buy 4.88% -2.15%
EGRX Eagle Pharmaceuticals, Inc. Buy 4.46% 0%
PODD Insulet Corporation Buy 4.46% 0%
The percentage of cash held in the portfolio is: 2%
New Assets Added
  • EGRX
  • PODD
Assets Removed
Asset Action Perf %
WOLF Sell All -21.84%
Assets Rebalanced
None

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