BIG MONE Y POLL: THE PROS WEIGH IN • PAGE 2 2

VOL. CIII NO. 4 4 OCTOBER 30, 2023 $5.00

TIME TO BUY BONDS

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For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

The long
bear market
in bonds has
pummeled
portfolios,
but boosted
yields. How
to invest as
bonds blossom
once again.
PAGES 16,
> 18, 19
63142
 C O NT EN TS 10.30.23 VOL.CIII NO.44

COVER STORY: P. 13 P. 33
INVESTING IN BONDS
Trader: Stocks Slip
P. 16

On the Cusp of a
Takeaways From Tech Earnings Into a Correction
Tech Trader: Like other Big Tech executives, Meta CEO Mark Zuckerberg will need to The S&P 500 still looks richly
Bond Bull Market ramp up spending to build out the company’s artificial-intelligence capabilities. IBM, priced, even after a 10% drop from
The stage is set for strong returns meanwhile, is having early success with the technology. By ERIC J. SAVITZ its summer highs. Here are the
across the yield curve. Best bets. pockets that look attractive.
By DAREN FONDA By JACOB SONENSHINE

P. 18 P. 36
High U.S. Debt Is No International: U.S. EV
Reason to Avoid Bonds Makers Face a Threat
By AMEY STONE China plans to restrict sales of a
key component that it controls.
P. 19 By CRAIG MELLOW

Active Managers Have P. 37

an Edge Over Indexing
By LEWIS BRAHAM
Striking Price: A Bet
on Lilly’s Obesity Drug
By STEVEN M. SEARS
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P. 15
P. 63
Casino Stocks Can
Shake Their Bad Luck Retirement: Using an
Regionals such as Caesars and HSA as a Savings Tool
Boyd Gaming are more recession- Health savings accounts are
resistant than many realize. similar to 401(k)s, but better.
By TERESA RIVAS By ELIZABETH O’BRIEN
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

P. 21 P. 62
In Memory of Byron New House Speaker,
Wien Meta Platforms CEO Mark Zuckerberg at the 2023 Meta Connect event in Menlo Park, Calif. Same Old Problem
We admired the Wall Street Other Voices: Mike Johnson will
strategist, famous for his annual struggle to overcome the intransi-
list of 10 surprises. gence that stymied his predecessor.
By ANDREW BARY By CASEY BURGAT
BIG MONE Y POLL: THE PROS WEIGH IN • PAGE 2 2

P. 7 P. 28
P. 22
Up & Down Wall Street: Funds: The Perils of
VOL. CIII NO. 4 4 OCTOBER 30, 2023 $5.00

TIME TO BUY BONDS

Big Money Poll: U.S. Incubating Top Talent Concentrated Funds Barron’s Roundtable
Stocks Are Overvalued The long
bear market
in bonds has
pummeled
portfolios,
How Mutual Series, under the deft By LEWIS BRAHAM on Fox Business
Money managers weigh in on the guidance of Michael Price, became Watch our TV show Fridays at
but boosted
yields. How
to invest as
bonds blossom
once again.
PAGES 16,
> 18, 19
63142

Fed, inflation, the economy, and a breeding ground for scrappy, all- P. 29 7:30 p.m. ET, and Saturdays and
more. Favorite investments: high- star value investors. Sundays at 9:30 a.m. and 10:30
quality bonds and value stocks.
Illustration by
Nicholas Konrad
By ANDY SERWER
Income: 5 Consumer a.m. This week, where to invest in
By NICHOLAS JASINSKI Staples Worth Owning stocks from Richard Saperstein of
© 2023 Dow Jones & Company,
Inc. All Rights Reserved. P. 11 By LAWRENCE C. STRAUSS Treasury Partners. Plus, insights
P. 30 on the forces driving megadeals in
Streetwise: Danger Can

David Paul Morris/Bloomber

Our newspapers are 100% sourced
P. 32 oil, and why auto makers are in a
Unhappiness Could
from sustainable certified mills.

Lurk in a Fat Payout bind in the shift to EVs.

Hobble the Economy
BARRON’S (USPS 044-700) (ISSN
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10036. Periodicals postage paid at
Blanchflower says a mental health Chicopee, MA and other mailing mortgage REIT could end up Economic growth looks set to cool, Review & Preview P. 12 Charting the Market P. 39
offices. Postmaster: Send
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By MEGAN LEONHARDT By JACK HOUGH By RANDALL W. FORSYTH
 October 30, 2023 BARRON’S 3

THE UTILITIES SECTOR OF THE S&P 500 IN ONE ETF

Sector SPDRs allow you to invest in pieces of the S&P 500. Like Utilities. While adding diversification and reducing single stock risk. These ETFs combine

the diversification of a mutual fund and the tracking of an index with transparency and liquidity.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

XLU UTILITIES SECTOR SPDR ETF TOP 10 HOLDINGS*

Company Name

NextEra Energy
Symbol

NEE
Weight

13.36%
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Southern SO 8.13%
Duke Energy DUK 7.84%
Sempra SRE 4.93%
American Electric Power AEP 4.47%
Exelon EXC 4.33%
Dominion Energy D 4.31%
Constellation Energy CEG 4.04%
*Components and weightings as
of 9/30/23. Please see website for PG&E PCG 3.89%
daily updates. Holdings subject
Xcel Energy XEL 3.64%
to change.

Aninvestorshouldconsiderinvestmentobjectives,risks,chargesandexpensescarefullybeforeinvesting.Toobtainaprospectus,whichcontainsthisandotherinformation,call1-866-SECTOR-ETFor
visit www.sectorspdrs.com. Read the prospectus carefully before investing.
The S&P 500, SPDRs®, and Select Sector SPDRs® are registered trademarks of Standard & Poor’s Financial Services LLC. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent.
Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S.
stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. Investors cannot invest directly in an index.
The S&P 500 Index figures do not reflect any fees, expenses or taxes. Ordinary brokerage commissions apply. ETFs are considered transparent because their portfolio holdings are disclosed daily. Liquidity is characterized by a high level
of trading activity.
Select Sector SPDRs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. All ETFs are subject to risk, including possible loss of principal. Funds focusing on a single sector
generally experience greater volatility. Diversification does not eliminate the risk of experiencing investment losses.
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
 4 BARRON’S October 30, 2023

I N D EX
Our index lists significant companies mentioned in stories and columns, For Customer Service, call 1 (800) 544-0422, or go to
plus Research Reports, and Corrections & Amplifications. The references customercenter.barrons.com. For reprints of articles,
are to the first page of the item in which the company is mentioned. call 1 (800) 843-0008, or go to djreprints.com.

A Advanced Micro Devices . . . . . . . . . . . . . . . . . . . 14 J Johnson & Johnson . . . . . . . . . . . . . . . . . . . . . 29,34 M Marathon Digital Holdings . . . . . . . . . . . . . . . . . 39 O Oneok . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Algonquin Power & Utilities . . . . . . . . . . . . . . . 38 Meta Platforms . . . . . . . . . . . . . . . . . 12,13,30,33,39 ON Semiconductor . . . . . . . . . . . . . . . . . . . . . . . . . 35
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . 12,13,35,39 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . 12,13,26,35 Osterweis Strategic Income . . . . . . . . . . . . . . . . 18
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13,39 K Kenvue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Morgan Stanley . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
American Airlines Group . . . . . . . . . . . . . . . . . . . 18 Kinder Morgan . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Annaly Capital Management . . . . . . . . . . . . . . . 11
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,13,26 N Nano Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 P Park Strategic Income . . . . . . . . . . . . . . . . . . . . . 20
Ares Management . . . . . . . . . . . . . . . . . . . . . . . . . 38 L Lamb Weston Holdings . . . . . . . . . . . . . . . . . . . . 29 NextEra Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Penn Entertainment . . . . . . . . . . . . . . . . . . . . . . . 15
Arista Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Norsk Hydro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Pfizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,27
Arm Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Nvidia . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,26 Pimco Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Pimco Low Duration Income . . . . . . . . . . . . . . . 18
Procter & Gamble . . . . . . . . . . . . . . . . . . . . . . . 29,34

B Blackrock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17,20
BlackRock Flexible Income . . . . . . . . . . . . . . . . 18
BlackRock High Yield Bond Portfolio . . . . . . 20 R RiverPark Strategic Income . . . . . . . . . . . . . . . 20
BlackRock Strategic Income Opportunities . 18 Roche Holding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Boyd Gaming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Roivant Sciences . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Brookfield Infrastructure Partners . . . . . . . . . 27 Rupert Murdoch Executive Chairman, News Corp
Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones

S Sanofi . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
C Caesars Entertainment . . . . . . . . . . . . . . . . . . . . 15 EXECUTIVE VICE PRESIDENT AND GENERAL MANAGER Dan Shar Snap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Southwest Gas Holdings . . . . . . . . . . . . . . . . . . . 38
Clorox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 EDITOR IN CHIEF David Cho SPDR S&P MidCap 400 ETF Trust . . . . . . . 26
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Starwood Property Trust . . . . . . . . . . . . . . . . . . 18
Coinbase Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Stellantis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
St. Joe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
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Alex Eule, Ben Levisohn

DEPUTY EDITORS
Stratasys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt SunPower . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
D Deckers Outdoor . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 EDITOR AT LARGE Andy Serwer Syrah Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
DexCom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Dominion Energy . . . . . . . . . . . . . . . . . . . . . . . . . . 34 MANAGING EDITORS Kristen Bellstrom, Matt Bemer, Daren Fonda, Amey Stone, Joe Woelfel
Duke Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 ASSISTANT MANAGING EDITORS Henry Cutter, Mel Gray, Anita Hamilton, Mary Romano,
T Taiwan Semiconductor Manufacturing . . . . . . 14
Robert Sabat, Rupert Steiner (London bureau chief) TD Ameritrade Holding . . . . . . . . . . . . . . . . . . . 63
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz
Technology Select Sector SPDR . . . . . . . . . . . 35
E Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Texas Instruments . . . . . . . . . . . . . . . . . . . . . . . . . 35
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Endeavor Group Holdings . . . . . . . . . . . . . . . . . 39 SENIOR WRITERS Bill Alpert, Megan Cassella, Lauren Foster, Nicholas Jasinski, Tae Kim, Textainer Group Holdings . . . . . . . . . . . . . . . . . 12
Enphase Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Megan Leonhardt, Joe Light, Elizabeth O’Brien, Al Root, Avi Salzman

Jacob Adelman, Janet H. Cho, Adam Clark, Emily Dattilo, Jack Denton, Catherine Dunn,
REPORTERS
U UnitedHealth Group . . . . . . . . . . . . . . . . . . . . . . . 34
Carleton English, Sabrina Escobar, Callum Keown, Evie Liu, Shaina Mishkin, Josh Nathan-Kazis,
F Flutter Entertainment . . . . . . . . . . . . . . . . . . . . . 15 Utilities Select Sector SPDR . . . . . . . . . . . . . . . 34
Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,39 Angela Palumbo, Teresa Rivas, Connor Smith, Jacob Sonenshine, Brian Swint, Karishma Vanjani, Andrew Welsch
Foxconn Technology . . . . . . . . . . . . . . . . . . . . . . . 12
STORY EDITORS Ed Lin, Erin McCarthy, Liz Moyer, Patrick O’Donnell, Stacy Ozol,
Frontier Communications . . . . . . . . . . . . . . . 12,38
Ross Snel, Neal Templin, J.J. Thompson V Vanguard Consumer Staples . . . . . . . . . . . . . . . 34
COPY DESK Michael J. Burlingham, Robert Teitelman
Vanguard High-Yield Corporate . . . . . . . . . . . . 20
Vanguard Total Bond Market . . . . . . . . . . . . . . 18
G General Motors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 IDEAS EDITOR Matt Peterson Verizon Communications . . . . . . . . . . . . . . . . . . . 20
Goodyear Tire & Rubber . . . . . . . . . . . . . . . . . . 18 V.F. Corp. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary

SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Nick Devor, Clare McKeen
H Haleon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Chelsea Schiff
HEAD OF VISUALS
W Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Hartford Municipal Opportunities . . . . . . . . . . 20 Williams Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Health Care Select Sector SPDR . . . . . . . . . . 34 ART DIRECTORS Lynne Carty, Shayanne Gal, Nick Hallam, Sue Ng Wynn Resorts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Hess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Alis Atwell, Halie Chavez, Nicole Silver

RESEARCHER Dan Lam

STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima

I IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12,14,39 James H. Balmer
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 October 30, 2023 BARRON’S 5

Urban
regeneration?
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Look again
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 October 30, 2023 BARRON’S 7

UP & D OWN WALL STREET

Baupost’s Seth Klarman: “The thing you learned
from Michael [Price] is the deep curiosity, pulling
threads, that you never have all the answers.”

How Some Legendary

ations, bankruptcies, spinoffs, or any Add to that Michael Lowenstein,
triggering event resulting in ambiguity co-founder and co-president of $3
or complexity that made a security un- billion hedge fund Kensico—and
loved. He sold the firm to Franklin Tem- cousin of financial journalist Roger

Investors Nurture
pleton in 1996 when it had $16 billion Lowenstein, author of Buffett: The
under management. Making of an American Capitalist.
Mutual Series became a veritable There’s also J. Dennis Jean-Jacques,
rookery for scrappy, all-star value CIO of Ocean Park Investments and

Generational Talent
investors, including Seth Klarman, author of The Five Keys to Value Invest-
who has been portfolio manager of the ing; Rob Friedman, Mutual Series’
$24 billion hedge fund Baupost since former CIO; and David Marcus, who
its inception and has a stellar long- runs Price’s family office.
term track record. Klarman also wrote “It was a unique environment,”
a highly regarded volume on value says Friedman, 64, currently a student

B
investing, Margin of Safety. at Harvard Divinity School. “Michael
usiness incubators which produced literally dozens of Then there’s Eagle Capital Partners’ was a brilliant entrepreneur who
and accelerators are so-called Tiger Cubs, including Steve Meryl Witmer, a Berkshire Hathaway knew how to build a business and
all the rage these days, Mandel (Lone Pine), John Griffin (Blue board member and long-standing manage investments. He didn’t care if
particularly in Silicon Ridge Capital), Andreas Halvorsen member of the Barron’s Roundtable— you’d work there for a year or 10
Valley. Outfits like Y (Viking Global), Lee Ainslie (Maverick she wrote a remembrance of Price for years. If you had a good idea and
Combinator look to Capital), as well as Bill Hwang, who’s Barron’s when he died last year—as wanted to pursue it, he would listen.”
goose start-ups, in awaiting trial on federal charges of well as her former co-manager at Em- “There was a richness to the envi-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

part by providing shared resources and BY ANDY fraud and racketeering in the collapse erald Partners, Don Parker. Also on ronment in the sense that there weren’t
collaborative brainstorming. SERWER of Archegos Capital Management. the roster: Jeff Altman, founder and many value-oriented places with that
What they’re trying to do, of course, But while the Tiger Cubs garner chief investment officer of the $5 bil- variety of things going on,” adds Klar-
is catch lightning in a bottle, as hap- headlines, the alumni of Michael Price’s lion Owl Creek Asset Management man. “The thing you learned from Mi-
pened in the 1970s at Xerox Palo Alto mutual fund company, Mutual Series, and Anne Gudefin, who went on to chael is the deep curiosity, pulling
Research Center, or PARC, where the are just as impressive. Price was an icon- become a portfolio manager at Pimco threads, that you never have all the
personal computer, laser printer, and oclastic, hard-core value investor, who and was featured on the cover of answers, and that you should never get
computer mouse were conceived—leav- ran his firm hands-on and practiced SmartMoney as one of “The World’s tired of asking more and more and
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ing it to others, like Apple’s Steve Jobs, tough love. His forte was distressed situ- Greatest Investors” in July 2009. more questions. The firm obviously
to commercialize them. PARC also thrived for good reason.”
gestated a surfeit of tech stars like Eric “We all had to find Michael, there
Schmidt, John Warnock, Charles Simo- was no recruitment—and no training
nyi, and John Seely Brown. program either,” says Lowenstein. “Mi-
Beyond Silicon Valley, General Elec- chael would cut right to the chase. He
tric famously germinated all manner of could focus right away on what’s im-
non-GE CEOs. portant. ‘This is what we need to know,
And on Wall Street, the “old” Leh- this is what we need to figure out.’ He
man Brothers (before it was sold to could see through complexity. The
American Express in 1984) was a cra- more complex a situation was, the less
dle of investment bankers, including competition there was, the better.”
Blackstone co-founders Pete Peterson Adds Marcus: “Nobody had an
and Steve Schwarzman and Evercore office. There was just a big room and
founder Roger Altman and co-CEO Michael sat in the middle so you could
Frank O’Brien/The Boston Globe via Getty Images

Ralph Schlosstein. When Robert Rubin hear everybody and learn from them.”
ran the mid-1980s Goldman Sachs “Michael used the Socratic method,”
risk-arbitrage desk, you would have says Witmer. “We would be talking
found a Murderer’s Row of Dan Och, about some situation and he would
Tom Steyer, Eddie Lampert, and Rich- ask, ‘What’s the one thing you want to
ard Perry. And Drexel Burnham Lam- know?’ And then he asked, ‘What’s the
bert, after going bankrupt in 1990, next thing?’ He was a very good
spawned a diaspora of bankers, trad- teacher. You had to come to your own
ers, and analysts, many of whom re- conclusions. He also had a moral
main active today. stance against management ripping off
Perhaps the highest-profile breeding shareholders. That really bothered
ground in investing is Julian Robert- him and he would fight that.
son’s Tiger Management hedge fund, Fidelity fund manager Peter Lynch in 1998: “A lot of freedom, a lot of responsibility, and a great research department.” “In fluid situations, he was an abso-
 8 BARRON’S October 30, 2023

Up & Down Wall Street continued

lute master,” she adds. “He just had this But have there been any bond success sto-

Powering a real common sense. Like ‘if you lie down

with dogs, you get up with fleas,’ to avoid
bad management teams.”
I had some history with Price. I wrote a
ries in the upcycle?
Remember, there’s always someone on
the other side of the trade. Take your an-
noying neighbor who brags about how she

Lower Emission story about him for Fortune in 1996. My

boss decided to put it on the cover with the
headline, “The Scariest SOB on Wall Street.”
I was nervous about that—because Price
snagged a 30-year fixed-rate mortgage at
2.65% in early 2021—and keeps reminding
you that’s an all-time low, going back to
April 1971, when St. Louis Fed data begins.
was scary—but he seemed to relish the line. She deserves to gloat. But what about

Future Mutual fund giant Fidelity, known histor-

ically as having a growth-stock bent, which
would make it the polar opposite of Mutual
Series, has also been a hatchery of great
something bigger than refinancing a
$850,000 Tudor—like colleges and uni-
versities that sold century bonds recently?
It’s true we won’t really know how this
investors—though less visibly, in part be- worked out for 90 years or so, but some
cause some of its most successful figures may end up looking pretty good.
never left. At least that’s according to the Century bonds, with their 100-year ma-
Uranium ETF legendary Peter Lynch, 79, who ran the flag-
ship Magellan Fund from 1977 to 1990, de-
turities, can make sense for institutions with
long time horizons. The first in the modern
livering a remarkable 29.2% annual return. era appears to have come from the corporate

URA “[At Fidelity] we’ve been doing this

since the 1940s,” says Lynch, who still
meets with Fidelity portfolio managers.
side in 1993, when Walt Disney sold $300
million of “Sleeping Beauties,” as one wag
named them, paying 7.55%.
“You have a lot of freedom, a lot of respon- Yale was the first university in the pool,
sibility, and a great research department, selling $125 million worth with a coupon of
although the people here with great long- 7.375% in 1996, which maybe isn’t surpris-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

term records—Will Danoff [37 years], Steve ing since David Swensen, the university’s
Wymer [34 years], and Joel Tillinghast [37 endowment visionary, was running things
years]—they’re analysts, too.” for the Eli’s then. The next wave arrived in
Some, of course, do leave, going back to 2011, when the Massachusetts Institute of
Gerald Tsai, who founded the Manhattan Technology sold $750 million of bonds at
Fund reportedly in 1965 and became a bil- 5.6%. After that came Ohio State, the Uni-
lionaire. Jeffrey Vinik went on to hedge versity of Southern California, and the
fund fame and fortune along with fellow California Institute of Technology; the
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

1 (888) 493-8631 Fidelity fund manager Michael Gordon, and trend apparently appeals to both brainiac
now owns the National Hockey League’s and football-first institutions. New Eng-
GLOBALXETFS.COM
Tampa Bay Lightning and a piece of Major land small colleges such as Bowdoin, Wes-
League Baseball’s Boston Red Sox. leyan, and Tufts also joined the century-
While I had both Klarman and Lynch bond club as rates continued to decline.
on the line, I had to ask them about stocks. “There are about 15 to 20 schools with
® First Klarman: “The market is scary and century bonds,” says Jessica Wood, senior
Beyond Ordinary ETFs vulnerable. The geopolitical strains seem director and sector lead for education at
heightened rather clearly. I think in some S&P Global. “The majority tend to be
Investing involves risk, including the possible loss of principal. International ways the magnitude of the disaster of the higher rated. Locking in an interest rate
investments may involve risk of capital loss from unfavorable fluctuation in Fed holding rates at zero for a decade is for 100 years can be a positive. On the flip
currency values, from differences in generally accepted accounting principles, now much more clear.” side, many university management teams
or from economic or political instability in other nations. Emerging markets As for Lynch, he says, “We’ve been in an tell us they would never issue a century
involve heightened risks related to the same factors as well as increased incredible bear market for two years,” ex- bond, because that’s putting into place a
volatility and lower trading volume. Narrowly focused investments may cept for basically 10 big stocks. Stocks are potential problem for a future manage-
be subject to higher volatility. There are additional risks associated with almost selling for less than cash. Look at ment team to deal with.”
investing in Uranium and the Uranium mining industry. URA is non-diversified. the Russell 2000.” Is he bullish on the Is there one absolute winner here? Could
Russell 2000? “Absolutely,” he says. “I be the University of Virginia, which sold
Carefully consider the Fund’s investment objectives, risk factors, charges love it when stocks go down.” $300 million of Centuries in 2019 for 3.23%,
and expenses before investing. This and additional information can be Despite their differences, Fidelity and the lowest coupon of issues rated by S&P,
found in the Fund’s full or summary prospectus, which are available at
Mutual Shares share a sad note. Both and 432 basis points (a basis point is one-
globalxetfs.com. Read the prospectus carefully before investing.
firms’ patriarchs, Fidelity’s Ned Johnson hundredth of one percentage point) better
Shares of ETFs are bought and sold at market price (not NAV) and and Price, passed away in March of 2022. than Disney did 26 years earlier. Could be
the sharpies down in Charlottesville nailed

A
are not individually redeemed from the Fund. Brokerage
commissions will reduce returns. Distributed by SEI Investments spike in interest rates invariably it. With any luck they’ll be chanting “Wa-
Distribution Co. produces high-profile busts in the Hoo-Wa!” 96 years from now. B
bond market—bank blowups
from last spring being Exhibit A. email: [email protected]
 October 30, 2023 BARRON’S 9

The biggest ideas

inspire new ones.
30 years ago, State Street created an ETF
that inspired the world to invest differently.
It still does.

What can you do with SPY,

the S&P 500® ETF that
started it all?
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Scan to learn more about SPY

Before investing, consider the funds’ ETFs trade like stocks, are subject to investment risk, fluctuate SPDR® is a registered trademark of Standard & Poor’s Financial
in market value and may trade at prices above or below the Services LLC (S&P), a division of S&P Global, and has been
investment objectives, risks, charges ETFs net asset value. ETF shares may not readily trade in all
market conditions. Brokerage commissions and ETF expenses
licensed for use by State Street Corporation. No financial
product offered by State Street or its affiliates is sponsored,
and expenses. To obtain a prospectus will reduce returns. endorsed, sold or promoted by S&P.
or summary prospectus, which This communication is not intended to be an investment ALPS Distributors, Inc. (fund distributor); State Street Global
recommendation or investment advice and should not be relied Advisors Funds Distributors, LLC (marketing agent).
contains this and other information, upon as such.
call 1.866.787.2257 or visit SPDR® S&P 500® ETF Trust is a unit investment trust, listed on
www.ssga.com. Read it carefully. NYSE Arca, Inc.

Not FDIC Insured No Bank Guarantee May Lose Value 5482849.1.1.AM.RTL

For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
10

International investments are subject to risks, such as increased volatility, currency and political risks,
and may lose value. Statistics based on security selection ratios (considered vs. selected) from our two
largest international equity portfolios for the year ended March 31, 2023. Federated Securities Corp.
BARRON’S
October 30, 2023
 October 30, 2023 BARRON’S 11

ST R E E T W I S E
The 17% yield on mortgage real estate investment
trust Annaly Capital Management isn’t as attrac-
tive as it appears. Here’s what could go wrong.

Is This Dividend
and some key differences. Both types mortgage securities, had pummeled
of REITs must pay the bulk of their the book values of securities portfo-
income as dividends to minimize cor- lios. Lending spreads for mortgage-
porate taxes. Mortgage REITs typically backed securities were surprisingly

Payer a Prince—or a
lend money to developers, both com- healthy—around 1.6 percentage
mercial and residential, or buy mort- points, versus a long-term average of
gage securities, including ones that are closer to a point. The bright side of
backed by government agencies. They the Fed getting out of the mortgage-

Poisonous Toad?
make money from a lending spread— buying business is that industry re-
for example, by borrowing shorter turns could become less prone to
than six months to buy securities that arbitrary booms and busts. UBS pre-
mature in two to five years. And they dicted a 10% rise in portfolio book
use more leverage than equity values within a year, and a 30% re-
REITs—sometimes two to three times turn for shares.

T
as much as a percentage of assets. That call was, as they say, early.
here’s a large mort- parking lot huts, and strangers with Most risks for mortgage REITs are The 30-year mortgage rate has
gage investment chemicals being the first to see your related to interest-rate swings and climbed nearly another half point
company with more shots.) Kodak slashed its payment by skews. Low rates can set off a refi- since then, to about 7.8%. Mortgage
than 25 years in the nearly three-quarters, sending shares nancing rush, leaving portfolio man- REITs have tumbled. As this column
business called An- 15% lower right away. Years later, there agers to reinvest at less attractive noted recently, mortgage rates have
naly Capital Man- was a bankruptcy and restructuring. yields. A jump in rates can squeeze more or less returned to their long-
agement, whose But mortgages aren’t film. Also, lending spreads. An inverted yield term average, not shot to an unusual
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

dividend yield is 17%. That’s nearly BY JACK Annaly (ticker: NLY) already cut its curve, where short rates are higher high. But what’s to say they can’t over-
twice as high as the average return for HOUGH payment early this year to 65 cents a than long ones, like recently, can be shoot from here?
the stock market. It’s more than four share each quarter from 88 cents. And particularly punishing. More broadly, J.P. Morgan predicts more volatility
times what retirement planners say the share price has already fallen by mortgage REITs also sometimes issue in the near term but sees opportunity.
you can safely spend from a portfolio. nearly half over three years. UBS up- new shares to expand, which can di- “We believe Resi MREITs offer a fa-
It’s a jackpot with a ticker symbol—if graded the stock to Buy last month, lute existing shares. vorable, asymmetrical risk/reward
only the yield could be trusted. when it was $21. Now it’s $15. If you Dividends for mortgage REITs are profile,” the bank wrote this past
The problem is that a dividend that liked it then, as the saying goes, you’ll more of a slide whistle than a steady week in reference to residential mort-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

big on a stock is like splashy colors on love it now. J.P. Morgan seems to. “Buy drumbeat. Annaly has cut payments 16 gage REITs, as opposed to commercial
a rainforest frog. It’s nature’s way of the dip,” it wrote of mortgage invest- times in as many years. Also, industry ones. “Income from midteens divi-
telling you that this thing could be ment companies in general and An- returns generally stink. Over 20 years dend yields should damp near-term
secreting enough toxin to kill 200 naly in particular this past week. through this past June, mortgage risk as investors wait for TBV appre-
monkeys, so look but don’t lick. Un- Meanwhile, Edward Jones says that REITs saw average annual price drops ciation/multiple expansion when QT
less, that is, you’re a trained herpetol- most individual investors should of 9.6%, and total returns including abates.” TBV is tangible book value, or
ogist who can tell which bright frogs avoid mortgage REITs, period. dividends of 1.2%, according to Edward what securities are worth. QT is quan-
are merely masquerading as poison- Here, then, is a look at what could Jones. Equity REITs experienced aver- titative tightening, or securities sales
ous ones. Or, I suppose, you could be go wrong. Or right. But mostly, wrong. age price gains of 4.1% and total re- by the Fed.
an animal with an evolved immunity; Annaly, which declined to com- turns of 8.6% during the same period. Sooner or later, some bold soul is
South America’s fire-bellied snake is ment for this article, is a real estate So what’s to like? UBS argued going to time this call correctly. But
said to be the only natural predator of investment trust, or REIT, with simi- back on Sep. 18 that the damage was for long-term holders, I’m with Ed-
the golden poison dart frog. Come to larities to the equity REITs that buy already done. Rising rates, combined ward Jones—don’t lick this toad (para-
think of it, I guess you could also be a physical property and collect rents— with the Federal Reserve selling off phrasing).
second golden poison dart frog, in One last note on a risk particular to
which case sure, lick each other, if Annaly—that of an awkward mispro-
that’s what you two are into. nunciation the first time saying the
That metaphor got away from me BARRONS.COM/PODCASTS name aloud. It comes from an Irish
somewhere between the monkeys and territory where a co-founder traced
the snake, but you see my point.
Big dividends can foretell trouble.
Just over 20 years ago, the former
Barron’s Streetwise his roots. Before discussing with a
friend the risks or merits of taking a
stake in the company, please note that
Eastman Kodak had a plump 6.7% In a weekly podcast by Barron’s, columnist Jack Hough looks the stress is on the first syllable,
yield and had paid a dividend every at the companies, people, and trends you should be watching. which—careful here—gets a short
year since 1902. But of course, film This is Wall Street like you’ve never heard before. Subscribe vowel sound, like the name Anne.
was losing ground to digital cameras. to Barron’s Streetwise on Spotify, Apple Podcasts, You’re welcome. B
(For younger readers, taking pictures or your favorite listening app.
used to involve plasticky spools, tiny email [email protected]
 12 BARRON’S October 30, 2023

RE V IE W & PREV IEW 32,417.59 476.02 Sign up for the Review &
Preview daily newsletter at
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LAST WEEK THIS WEEK

Markets. Volatility hit the government Wednesday 11/1

bond markets, sending the 10-year
below 5%. Tech stocks took a beating, The Bureau of Labor Statistics
despite decent earnings. The U.S. econ- releases the Job Openings and Labor
omy grew at a hot 4.9% in the third Turnover Survey for September.
quarter. On its fourth attempt, the There were 9.61 million job openings
GOP finally tapped Louisiana Rep. on the last business day of August,
Mike Johnson for speaker. On the down from a peak of just over 12 mil-
week, the Dow industrials fell 2.14%, lion in March of 2022, but still well
the S&P 500 lost 2.53%, and the Nas- above historical averages.
daq Composite was off 2.62%. The S&P
and Nasdaq entered corrections. The Federal Open Market Commit-
tee announces its monetary-policy
Companies. China said it was investi- decision. Wall Street is nearly unani-
gating Foxconn over taxes. The com- mous in expecting the FOMC to leave
pany’s founder, Terry Gou, who holds a the federal-funds rate unchanged at
12.5% stake, is running for president of 5.25%-5.50%. Traders are pricing in a
Taiwan. The UAW reached a tentative one in five chance that the Fed will

Why Crypto
The Haven Theory deal with Ford, which Stellantis and hike interest rates by a quarter of a
Bitcoin and smaller crypto tokens General Motors said they would percentage point at its last meeting of
began to rally roughly around the
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

match. Reuters reported Nvidia was the year, in mid-December.

Is Rallying
time the Middle East erupted. developing PC chips using Arm tech-
Percent change in crypto price nology, a threat to Intel. Microsoft beat
Bitcoin Cardano on cloud earnings; Alphabet struggled Thursday 11/2
Polygon Ethereum with slowing cloud revenues; Meta
40%
Platforms more than doubled profits. Apple reports quarterly results. Four
Bitcoin rallied this past week by more than 14%, of the so-called Magnificent Seven big
briefly topping $35,000 on Tuesday, its highest Deals. Chevron said it was buying tech companies released earnings this
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

level since May 2022, then drifted down to roughly 20 Hess for $53 billion, all in stock… past week and on average fell 1% the
$34,000. Still, Bitcoin was up some 30% in two Roche announced it was acquiring next trading day, dragging the tech-
weeks. 0
immunology company Televant Hold- heavy Nasdaq Composite down 2.6%
The rally was driven by hopes that the Securi- ings from Roivant Sciences and for the week.
ties and Exchange Commission will approve the Pfizer for $7.1 billion. Roivant was
first spot Bitcoin exchange-traded funds. But that -20 started by GOP presidential candidate
may not be the only catalyst. “As the broader stock Oct. 1 12 24 Vivek Ramaswamy…Jana Partners Friday 11/3
market has struggled, Bitcoin has benefited and Sources: CoinDesk (Bitcoin, Polygon); Kraken called for the sale of Frontier Com-
appreciated in value,” says James Butterfill, head (Ethereum, Cardano) munications...Shipper Textainer The BLS releases the jobs report for
of research at digital-asset investment manager Group accepted a $2.1 billion going- October. Consensus estimate is for the
CoinShares. He notes ETF optimism but adds that Follow the Leader private offer from Stonepeak. economy to have added 175,000 jobs,
Bitcoin’s correlation to the S&P 500 and Nasdaq Coinbase Global has tended to mirror after an increase of 336,000 in Sep-
has faded while its relation to gold prices has in- Bitcoin, albeit with more volatility, Milestones. Byron Wien, a longtime tember. The unemployment rate is
creased, a sign traders see Bitcoin as a haven asset. because it requires a broader strategist at Morgan Stanley, Pequot expected to remain unchanged at a
Traders flocked to gold as conflict in the Middle acceptance of crypto among investors. Capital, and Blackstone, died at 90. historically low level of 3.8%.
East erupted. While proponents long dubbed Bit- Coinbase Global
coin “digital gold,” it hasn’t always performed as a $85
haven asset. But that may be changing. “In an anal-
ysis from 2015 onward, Bitcoin has responded posi- THE NUMBERS
tively to increased geopolitical risk,” says Butterfill. 80
Meanwhile, Coinbase Global fell 5% for the
week amid a wider tech selloff. Coinbase is a Bitcoin 52% $40 21% $1 M

Illustration by Elias Stein

proxy; while a spot ETF won’t be traded on Coin- 75 How much higher Top pay per hour Estimated fall in The average net
base, the broker offers custody services, and profits home mortgage under the new natural gas for worth of American
from anything that will attract institutions and trad- payments, on UAW pact with heating this winter, families, a record
70
ing. On Wednesday, Bitcoin trading volumes across average, are to Ford that raises from 2022, a result high, up some 42%
Oct. 1 12 24
exchanges rose almost 200%, noted data provider apartment rents, wages 25% over of warm weather from $749,000 in
CoinMarketCap. — Jack Denton Source: FactSet widest since 1996 4.5 years and ample supplies 2019
 October 30, 2023 BARRON’S 13

T ECH T RADER
After an earnings beat, Microsoft is threatening
Apple’s title as the world’s most valuable
company—the gap is down to about $115 billion.

Tech Earnings Were

minutes of Microsoft (MSFT), which the Amazon earnings call, “but we’re
posted a blowout quarter that included seeing the pace and volume of closed
better-than-expected results for its deals pick up and we’re encouraged by
Azure cloud computing arm. Wall the strong last couple of months of

Strong. Why Investors

Street estimates had called for Azure new deals signed.”
to grow 25% to 26% on a constant cur-
rency basis, and instead it grew 28%. Advertising is buzzing. Or at least,
Microsoft said Azure’s growth re- it was: Alphabet and Meta each

Still Hated Them.

flected a three percentage-point con- posted strong growth in their most
tribution from AI-related workloads, important business—selling online
a point higher than the company had ads. Google Search ad revenue rose
forecast. While Microsoft—like 11%, while YouTube ads increased
Google—continues to see customers 12%. Meta’s ad revenue grew 28%,
optimizing their cloud spending, AI with ad impressions up 30%.
helped drive a big Azure beat. Azure But Meta CFO Susan Li threw a wet

T
echnology stocks cloud business was seeing the impact isn’t just bigger than Google Cloud, blanket on the optimism when she told
slumped into cor- of “customer optimization efforts,” it’s also now growing faster. analysts that ad spending softened in
rection territory which is to say some IT execs think After its stock outperformed on the the beginning of the fourth quarter,
this past week, their cloud bills are still too high. week, Microsoft is now threatening correlating with Hamas’ attack on Is-
after a wave of Alphabet’s cloud business is barely Apple’s (AAPL) title as the world’s rael. She notes that a similar pattern
poorly received more than a tenth of the company’s most valuable company—the gap is unfolded at the start of the Ukraine
earnings reports total revenue, and just about 1% of down to about $115 billion. Microsoft war. Snap (SNAP) said something sim-
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

from some of the world’s largest com- BY ERIC J. operating income. Given the better- shares have outperformed Apple ilar on its earnings call, noting that
panies. On Wednesday and Thursday, SAVITZ than-expected performance from shares by nearly 10 percentage points some brand-oriented ad campaigns
the Nasdaq Composite fell 4.1%, the Google search and YouTube, some this year. paused when war broke out in the
tech-heavy index’s worst two-day bulls think the market overreacted. Cloud leader Amazon Web Services Middle East.
stretch of the year. The index has But here’s the issue: The Street has is growing more slowly than both of The biggest third-quarter ad win
fallen 12% since July. been thinking that Google would le- its smaller rivals. AWS sales increased came from an advertising upstart:
Results from Alphabet (ticker: verage its prowess in AI software to 12.3% in the quarter to $23.1 billion, Amazon’s ad sales were up 26%, to
GOOGL) and Meta Platforms boost its share of the cloud market. about in line with Wall Street esti- $12.1 billion. That’s more than 10
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

(META) drew the most investor scru- Google has unveiled a flurry of AI mates. That’s no disaster, but it’s times the size of Snap’s total business,
tiny. Both companies topped expecta- tools and services in recent months, hardly a blowout. and more than 50% bigger than You-
tions, but the results led to fresh con- including the Bard chatbot, which you Still, Amazon (AMZN) investors Tube’s ad business.
cerns about cloud and ad spending. can now use to search not just the web found reason to be optimistic: CEO
Later in the week, Amazon.com but also your own documents and Jassy said on the company’s earnings AI is a two-sided coin: For Micro-
CEO Andy Jassy stanched the bleed- emails. In fact, Google had been call that AWS received some large or- soft, Meta, Alphabet, and Amazon,
ing with some enthusiastic comments viewed as having deeper expertise in ders late in the quarter that will show generative AI is a high-stakes, no-limit
about the outlook for artificial intelli- AI than rival Amazon Web Services. up in fourth-quarter results. That poker game that requires not just capi-
gence, but the message was clear: (More on AWS in a moment.) comment gave Amazon shares a big tal but also labor—in particular, costly
Investors’ zeal for Big Tech has faded. As a result, expectations for Google boost on Friday, and seemed to cheer coders. Meta finished its September
Here are some key takeaways from Cloud were high heading into the up tech investors more generally. quarter with head count down 24%, as
this past week’s tech earnings: quarter, and the business failed to “Companies have moved more part of its “year of efficiency” push; its
deliver. Worse, Alphabet had the mis- slowly in an uncertain economy in operating margin in the quarter was
Mixed weather for the cloud: Al- fortune of reporting results within 2023 to complete deals,” Jassy said on 40%, up from 20% a year earlier.
phabet was the biggest decliner
among the tech megacaps on the
week, falling more than 10%, despite
reporting revenue and profit that
topped Wall Street estimates. Inves-
tors focused on softer-than-expected For Microsoft, Meta, Alphabet, and
performance from Google Cloud,
which saw revenue increase 22% to Amazon, generative AI is a high-stakes,
Angel Garcia/Bloomberg

$8.4 billion in the quarter. That

missed Street estimates by about $200 no-limit poker game that requires
million, and it was down from 28%
growth in the June period. On a con- not just capital but also labor—mainly,
ference call with analysts, Chief Fi-
nancial Officer Ruth Porat said the costly coders.
 14 BARRON’S October 30, 2023

But AI is throwing a wrench in all

that efficiency. CEO Mark Zuckerberg
said that Meta would increase capital

WHERE
spending and ramp up hiring in 2024.
Meta sees 2024 capital spending of
$30 billion to $35 billion, up roughly
15% from this year’s level. That’s a lot

RISK MEETS of dough, but the growth is actually

slower than investors had anticipated,
which is trouble for Arista Networks

OPPORTUNITY
(ANET). The provider of networking
gear counts on Meta and Microsoft for
50% of sales. Arista share fell 8%
Thursday, trimming its valuation by
Whatever the obstacles, CME Group provides nearly $5 billion.
Looking beyond the cloud, there
the tools that global market participants need were some AI winners this past week.
A few months ago, IBM (IBM)
to manage risk and capture opportunities. UNCERTAINTY launched WatsonX, an effort to help
With 24-hour access to futures, options, cash large companies with AI initiatives.
IBM’s earnings report edged estimates,
and OTC products across all major asset but the big news came when CEO
Arvind Krishna disclosed the company
classes, you can drive your trading strategy had bookings in the “low hundreds of
forward with confidence and precision. millions of dollars” for AI-related proj-
ects in the September quarter. That
suggests an annual run-rate of about $1
VISIT CMEGROUP.COM/OPPORTUNITY billion—not too shabby for a service
that only launched in July. IBM shares
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

were up 4.6% on its earnings report.

STRATEGY PCs are back: Intel shares (INTC)
spiked as much as 10% Friday after the
chip maker posted strong third-quarter
results. Revenue was actually down
8% from a year earlier, but results were
at the high end of the company’s fore-
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

VOLATILITY cast. Additionally, Intel’s fourth-quar-

ter revenue guidance suggests a return
to growth ahead. Intel said it signed up
three customers during the quarter for
its cutting-edge “18A” chip manufac-
turing capacity and expects to sign a
fourth in the December quarter. While
it would be nice to know who the cus-
tomers are—Intel isn’t saying—it sug-
gests the company’s bet-the-ranch
strategy to take on Taiwan Semicon-
POSITION ductor (TSM) in contract chip manu-
facturing is getting some traction. Intel
rival Advanced Micro Devices
(AMD) reports third-quarter results on
Tuesday. It will be the next test for the
potential PC rebound.

You’re up, Tim Cook: This coming

Sarah Kemp week is all about Apple, starting with
LPGA Player a rare prime-time product launch on
Monday evening that will likely fea-
ture updated Mac laptops. Apple will
follow that with an earnings report on
Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and profit you
might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Thursday that’s likely to show a
Copyright ©2022 CME Group Inc. All rights reserved. fourth consecutive quarter of revenue
declines. How is the iPhone 15 doing?
We’re about to find out. B
 October 30, 2023 BARRON’S 15

4 Casino Stocks
$1 billion share-repurchase target.
Boyd’s assets span 10 states, including
Illinois and Louisiana, and the com-
pany has a 5% stake in Flutter Enter-

For Gambling’s
tainment’s (PDYPY) FanDuel, the
U.S.’s leading sports betting operator.
The stock, meanwhile, trades at less
than nine times 12-month forward
earnings after dropping 12% on

Bright Future
Wednesday. That multiple is well be-
low its five-year average of 16. Truist
Securities analyst Barry Jonas has an
$83 price target on Boyd shares, up
more than 50% from current levels.

Penn Entertainment
The odds are getting better for investors in casino Penn Entertainment (PENN) has
stocks, especially regionals like Boyd and Caesars. had a difficult year. Its deal for Barstool
Sports, which was completed in Febru-
ary, was undone in August, when Penn
sold the media company back to
BY TERESA RIVAS “Las Vegas gross gaming revenue is Recession resis- Here are four attractive casino founder Dave Portnoy for a dollar.

T
tant? The main table
more susceptible to recessionary peri- gaming pit at Cae- stocks. The stock has dropped 38% in 2023.
he house always ods than regional GGR,” wrote David sars Palace Hotel & It now looks cheap enough to roll
wins, but casino Bain in a B. Riley Securities note earlier Casino in Las Vegas.
Caesars Entertainment the dice on. The stock changes hands
stocks have been this month. “A relatively short-lived, Caesars stock got dinged by a recent for some 15 times forward earnings,
on a losing streak undramatic economic softness is un- security breach, but Wells Fargo ana- half of its five-year average. Wayman’s
over the past two likely to negatively impact current lyst Daniel Politzer expects minimal Memcaj calls Penn “deeply underval-
months, falling 15%. GGR trends to a great degree.” impact on operations. Politzer, who ued” at current levels, considering that
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Now it may be time Regional casinos aren’t as dependent added the shares to his firm’s tactical it—like Boyd—has been delivering posi-
to bet on a casino comeback—in Las on the revival of conventions and group ideas list after the selloff, notes that tive free cash flow, unlike some bigger
Vegas and beyond. travel that drive Las Vegas. At the same Caesars is working to pay off the $8.8 casinos. He also likes Penn’s licensing
It might seem a strange time to favor time, they’re benefiting from the main- billion of debt that came with its July deal with Walt Disney’s (DIS) ESPN,
an industry predicated on throwing stream adoption of gambling, brought merger with Eldorado Resorts. Politzer struck after unloading Barstool. Under
your money away. After the pandemic, on by the easing of laws and the calls the company a “deleveraging eq- terms of the deal, Penn is rebranding
Americans, flush with cash, rushed growth of online betting. “The gaming uity that should become a free-cash- its online and in-person sportsbook as
back to casinos. But these days they’re industry is in a better place today than flow machine over time.” ESPN BET. That could be what Penn
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

thinking twice about betting, as infla- it was pre-Covid,” says J.P. Morgan Caesars’ most recent quarter thought it was getting with Barstool:
tion means spending more on paper analyst Estelle Weingrod. showed solid trends both in Nevada a partnership with a powerful brand.
towels and pickles than on poker. An In all, the stocks look cheap, even and at regional casinos in New Orleans, “It’s a show-me story, but ESPN is
economic slowdown would be another relative to where they were trading Atlantic City, and other locales. Addi- so much larger in reach and scale,”
reason to save money. Disappointing before the pandemic. “[The U.S.] con- tionally, its online gaming division fi- Memcaj says.
earnings from Boyd Gaming (ticker: tinues to be the most exciting online nally turned a profit, compared with
BYD), released on Tuesday night, gaming opportunity, given the size of a more than half-billion dollar loss a Wynn Resorts
would seem to drive that point home. the potential total addressable market year ago. “Caesars is a controversial Some of the giants of the Las Vegas
Yet the odds are improving for at maturity coupled with the potential name…but everything [CEO] Tom Reeg Strip are also worth a look. Wynn
investors in casino stocks, especially for sound profitability,” Weingrod has done has worked,” says Sandy Vil- Resorts (WYNN) gets more business
when it comes to regionals such as writes. “Based on this, we believe that lere, partner and portfolio manager at from Las Vegas and Boston these days
Caesars Entertainment (CZR) and the industry should be trading above wealth management firm Villere. than from its high-profile Macau oper-
Boyd. Gross gaming revenue, or GGR— its pre-Covid average multiple.” ations. In the most recent quarter, re-
how much customers bet minus their Boyd Gaming ported in August, Wynn’s Las Vegas
winnings—is still strong, even if it’s off Boyd is very profitable—though not revenue hit $578 million, beating the
its 2021-22 highs. Know When to Hold ‘Em enough for the investors when it re- $560 million analysts were predicting.
What’s more, thanks to loyal cus- Casino stocks’ hot streak has cooled, but they still look attractive. leased its earnings. The company’s In June, Wynn resumed paying a divi-
tomer bases, regional casinos are more margins, based on gross profits as well dend for the first time since early 2020.
recession-resistant than many realize. Recent YTD Fwd 2022 2023E Div. as earnings before interest, taxes, de- In the second quarter, Ebitdar—a
Company / Ticker Price Change P/E EPS EPS Yield
A mild economic downturn, which preciation, and amortization, or Ebitda, common metric in hospitality that adds
many strategists are predicting, Caesars $41.66 0.1% 17.6 -$4.19 $4.31 None outpace peers as a result of strict ex- rent to Ebitda—exceeded consensus
George Rose/Getty Images

Entertainment / CZR
wouldn’t present much of a headwind pense controls and loyal players at its expectations at all three of its major
for the industry. Even a full-on reces- Boyd Gaming / BYD 61.03 11.9 9.1 6.07 6.42 1.1% properties. “Boyd appears to be able to divisions. The stock trades about 20
sion could prove manageable: While Penn Entertainment / 20.80 -30.0 15.9 1.29 3.81 None do a lot with less,” says Frank Memcaj, times 12-month forward earnings, its
regionals did take their lumps during PENN founder of Wayman Value Investing. cheapest level since its lows in March
the recession of 2008-09, they bucked Wynn Resorts / Boyd’s strong performance and 2020. And if Macau picks up, as J.P.
the weakness that Las Vegas experi- WYNN 91.42 10.9 20.4 -4.47 3.07 1.1% balance sheet allow it to be generous Morgan expects, well, that would just
enced during the dot-com bust. E=estimate Sources: Bloomberg; FactSet with shareholders, as evidenced by its be icing on the casino cake. B
 16 BARRON’S October 30, 2023 October 30, 2023 BARRON’S 17

6.1% when its tax advantage is in- Bonds Break Down dragging down returns again this year,
cluded. (Although junk bonds average Rising rates have pressured bonds—and tanked long Treasuries—while stocks it’s enough to make investors think
INVESTING IN BONDS 9%, their “spread” over Treasuries is have pushed higher. twice about whether bonds are even
fairly narrow, indicating that they worth owning—particularly with

After the Fall:

S&P 500 Bloomberg U.S. Aggregate Bond Index iShares 20+ Year Treasury Bond ETF
aren’t cheap.) money-market funds yielding 5% and
As bond prices decline, their yields 40% giving bonds plenty of competition.
climb. An end to the bear market One persistent worry is that while
would send prices higher and yields 20 inflation has been trending lower, it
lower. may turn out to be stickier than hoped.

It’s Time to
Higher yields can solve a lot of prob- 0 Stickier inflation could arise from
lems. If inflation were still running at forces like spending on decarboniza-
9%, the income generated by bonds −20 tion, reshoring of manufacturing, and
would be of scant use, as higher prices increased military spending, according

Buy Bonds
would wipe out purchasing power; −40 to Duke University finance professor
even 5% inflation would make it a and Research Affiliates director Camp-
wash. Inflation, though, isn’t the worry −60 bell Harvey. At the same time, Federal
it was just a short while ago. Jan. April July Oct. Jan. April July Oct. Jan. April July Oct. deficits continue to grow, while interest
Treasury inflation-protected securi- 2021 2022 2023 on the debt could soon hit $1 trillion a
ties, or TIPS, maturing in both five and Source: Bloomberg year. That would make it the largest
10 years are pricing in inflation of 2.5%, source of federal spending after Social
Treasuries have had one of their worst implying that expectations are well Security and health benefits—and
three-year stretches on record. Why anchored. At those levels, Treasuries There’s also a case for significant Investors certainly have reason to be harder to manage.
the market could get better from here. are generating yields of 2.5% after in- gains with far less downside risk, wary. Even during the 1970s, long-term The backdrop is complicated
flation, the first time “real yields” have based on “bond math.” The 30-year Treasuries never strung together a enough that active managers may be in
been meaningfully positive in over a Treasuries would gain nearly 13% over losing streak like the current one. By a good spot to beat the indexes. Bond
decade. 12 months with a 0.5-point drop in some measures, the last comparable returns are typically based on two fac-
BY DAREN FONDA “The real rate is so attractive that yields, based on current levels, but the rout occurred in the late 1780s, when tors: duration and credit risks. The
you don’t need to venture very far out bonds would lose less than 3%, includ- George Washington was inaugurated major indexes—and the funds that
on the curve and your yield will work ing interest, if rates rose by a half- in white silk stockings, steel-hilted track them—are dominated by Trea-
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for you,” says Rick Rieder, chief invest- point. sword by his side. Back then, the fledg- suries and other government-backed
ment officer of global fixed income at The upside case may be one reason ling U.S. government was debating debt. In the Bloomberg U.S. Aggregate
BlackRock (ticker: BLK). investors seem so bullish on long- whether to assume state debts, and Bond Index, Treasuries and agency-
A yield cushion, especially in corpo- bonds: The iShares 20+ Year Trea- how to pay for them, a situation that backed mortgage securities constitute

R
rate credit, is now a bulwark against sury Bond exchange-traded fund could have left bonds issued by govern- nearly 71% of the market, swamping
arely in bond bear, recently closed out his bets rates rising even higher. At over 6%, (TLT) has raked in $11.8 billion of ment entities worthless. Such was the the impact of corporate credit on
American against Treasuries. a basket of investment-grade corporate net inflows over the past six months, existential crisis that investors faced. returns.
history has it What’s more, continued geopolitical bonds maturing in one to five years according to VettaFi. Today, of course, the Treasury can That makes the major indexes es-
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been this bad unrest or signs of a recession could could withstand a 3.25 percentage point It isn’t just long-term bonds that simply print money or issue more debt sentially bets on “duration,” or interest-
for bonds— restore the core market—government- increase in yields and still generate a would benefit. Once the Fed does to make payments. But a combination rate sensitivity (since government-
and rarely has backed debt and high-grade corporate positive one-year return, according to pause, the stage could be set for strong of the Fed’s interest-rate increases and backed debt isn’t considered to have
it been such bonds—to its position as a haven, a role Parametric, an asset manager owned returns across the curve, according to fears of entrenched inflation have credit risk). For instance, the iShares
an opportune it had abdicated in recent years. Since by Morgan Stanley (MS). J.P. Morgan’s fixed-income strategists. caused bond prices to tumble. Core U.S. Aggregate Bond ETF
time to buy. starting yields are higher, there is more There’s even a chance that bonds Over the past eight Fed tightening cy- Worse still, the losses have come in (AGG) has a duration of nearly six
The bond cushion against losses, including inter- get back to acting as shock absorbers, cles, bond yields were down by a full tandem with a drop in stocks, causing years with a yield of 4.8%. If rates rose
rout has been est income. And with rates stabilizing, dampening volatility in a portfolio. percentage point, on average, after the the classic 60/40 portfolio of stocks by a percentage point over a 12-month
brutal. Supposedly ultrasafe Treasuries bonds could start to play a positive role That hasn’t been the case recently, as final hike. That happened “irrespective and bonds to lose 16% in 2022, its period, the ETF’s total return would be
are on track to lose money for three once again. bond and stock prices have tended to of whether a recession or soft landing weakest showing since the global fi- negative 0.5%.
consecutive years, declining 42% over “It’s been a rough journey to a much move in the same direction—lower—as followed,” they wrote in a recent note. nancial crisis of 2008-09. With bonds The high weighting in government
that period. Other bonds, whether better environment,” says Dan Ivascyn, the Fed raised interest rates. That posi-
mortgage-backed securities or high- chief investment officer at bond firm tive correlation between the two asset
quality corporates, have also taken a Pimco, which manages $1.74 trillion classes turned bonds from ballast to Bullish on Bonds
beating, leaving investors with losses in assets. “We’re much more optimistic wrecking balls in portfolios with a mix These funds offer ways to play a bond rally or stay put in cash.
from what are supposed to provide at this point going forward.” of 60% in stocks and 40% in bonds, 3-Year 30-Day Expense
ballast in a portfolio. The bull case starts with the fact especially as the volatility of the 30- Fund / Ticker Return Assets SEC Yield Ratio Comment
But consider what may come next: that today’s entry point is the best in year Treasury rose to levels consistent Pimco Low Duration 0.84% $8.5 billion 5.3% 0.90% High-quality short-term fund with low rate sensitivty
the end of the bond bear market. While years. Yields across the Treasury mar- with the S&P 500 index, according to Income / PFIAX
long-term yields have spiked lately— ket, at about 5%, are the highest since BlackRock’s Rieder. BlackRock Strategic Income -0.33 35.1 4.9 0.99 Wide-ranging fund including government, corporate, and foreign bonds
pushing the 10-year Treasury to 4.9% 2007. Investment-grade corporate Bonds, though, could offset stock Opportunities / BASIX
from 4% in August—the Federal Re- bonds pay an average of 6.3%, a yield losses again if investors stopped worry- Osterweis Strategic Income / 2.85 4.7 7.2 0.86 High-yield fund with emphasis on quality and low duration
serve may be nearing the end of its not seen since mid-2009. For someone ing about rising rates and started fret- OSTIX
campaign of interest-rate increases. in the 24% tax bracket, a 30-year mu- ting about a recession. In that case, Vanguard Federal Money 1.86 268.7 5.3 0.11 Low-cost money-market fund for holding cash
Traders see only a 25% chance of an- nicipal with a triple-A rating yields equities may be the first to take a hit, Market / VMFXX
other rate hike this year, possibly at the while Treasury prices would get a BlackRock Flexible N/A $162 million 5.9 0.40 Recently launched multisector ETF with low rate sensitivity
Fed’s meeting in December. Hedge fund bump if the Fed pivoted from fighting Income / BINC
manager Bill Ackman, a prominent ILLUSTRATIONS BY NICHOLAS KONRAD inflation to supporting the economy. Note: Three-year returns are annualized; N/A=not applicable Sources: Morningstar, company reports
 18 BARRON’S October 30, 2023 October 30, 2023 BARRON’S 19

debt has crushed net asset values, or panies, which yield more than 6%, same quarter in 2020. Rocketing Higher after an auction. But while foreign isn’t able to repay its debt, but because
share prices, for broad-market index and AAA-rated collateralized loan A recent jump in the yield on the Growth in the federal government's governments are purchasing fewer political dysfunction likely will make
funds. The AGG ETF now trades be- obligations, or CLOs, which yield INVESTING IN BONDS 10-year Treasury note is one measure interest expenditures has accelerated Treasuries, other buyers, such as it harder to find a long-term solution
low its share price of 15 years ago. The 6.5% and have scant credit risk or of the worsening sentiment around due to pandemic-era spending and pension funds, have stepped in. to escalating debt levels.
Vanguard Total Bond Market ETF
(BND) is also below its net asset value
from October 2008, though both ETFs
rate sensitivity. One knock on the
fund: its high expense ratio of 0.99%.
The BlackRock Flexible Income
What Rising Levels of the U.S. debt load, says Noah Wise, a
senior portfolio manager for the Plus
Fixed Income team at Allspring
higher interest rates.
$1,200 billion Q3 2023
$981 billion
“There is demand at these higher
yields,” Barney says.
If geopolitical tensions worsen,
When the fiscal health of the U.S.
starts to become a worry globally, a
major tell will be a decline in the U.S.
have eked out positive annualized
returns through interest income over
those periods.
ETF (BINC) is a tactical high-yield
fund with a goal of lower volatility
than Strategic Income. It’s much
Government Debt Mean Global Investments. Yields rose from
4% to 5% in the past three months,
partly because of concerns about more
1,000

800
more investors likely will flee to the
safety of U.S. Treasuries. Pershing
Square’s Bill Ackman, whose vocal
dollar, which has risen against other
currencies since the summer.
A crisis isn’t inevitable. “As long as
Indexes tend to track the entire mar-
ket with no thought of macro factors.
Active managers can toggle between
cheaper at a 0.4% annual cost. The
ETF, which yields 5.9% and launched
in May, is up 0.3% since inception.
for the Bond Market Treasury issuance.
So, do rising yields mean investors
shouldn’t buy bonds? Far from it.
600

400
worries about U.S. fiscal health helped
to drive down bond prices, said he
recently covered his short positions
debt is productive and used for invest-
ments that can grow more than the
cost of debt, then we’ll end at a good
duration and credit risk, while also Another mutual fund to consider “Valuation, and psychological and due to concerns about global risk. His place,” says Barney of the longer-term
200
reducing exposure to each. “The way is Osterweis Strategic Income technical factors, all are operating in disclosure sparked a mini rally in outlook.
indexes are set up, they’re structurally (OSTIX). Paying out 7.2%, it com- Rising levels of national debt are scary, but higher concert and are all in the same direc-
2010 '15
Note: Seasonally-adjusted annual rate
'20
Treasuries this past week. Near term, Vanguard puts the case
going to have a lot of rate risk,” says bines high yield and low duration. Its interest rates make government bonds your friend tion right now,” Wise says. Source: Federal Reserve Bank of St. Louis U.S. debt is still safer than almost for bonds succinctly. In a recent re-
Michael Contopoulos, fixed-income 150 holdings consist mainly of junk Despite concerns about the size of any other income-producing security port, the firm wrote, “Bond investors
strategist at Richard Bernstein Advi- bonds and similar securities with an the debt, longer-term bonds are at- on the planet, and that gives it an im- are likely to be better off because of—
sors. “Active today is what you need, effective duration of 2.3 years. Top tractive. “Before, we weren’t getting losses, while similarly sized decreases portant role in portfolios, especially not despite—the recent bond selloff.”
but it has to be truly active where the holdings include debt issued by BY AMEY STONE
compensated for interest-rate expo- would lead to larger gains. (Bond during market shocks. Fitch down- Federal debt levels might be scary,
portfolio changes in a meaningful American Airlines Group (AAL), sure,” he says. “That has changed.” prices move inversely to yields.) graded its U.S. credit rating by one but higher rates make government
way.” Goodyear Tire & Rubber (GT), Bond yields might rise even further, Yes, rising rates could dent eco- notch in August, not because the U.S. bonds your friend, not your enemy. B
A standout among mutual funds— and Starwood Property Trust but the risk to investment portfolios is nomic growth, which would hurt
without much rate sensitivity—is (STWD). “asymmetric,” says Brian Barney, who stocks but also cool inflation. That is

I
Pimco Low Duration Income Co-manager Craig Manchuck says nvestors have finally awakened as recently as 2019. Given the rise in oversees management and trading of precisely the outcome the Federal
(PFIAX). The fund invests mainly he’s avoiding low-rated debt issued to the size of the national debt interest rates, the nation’s interest institutional bond portfolios for Para- Reserve has sought to achieve by
in core sectors like government debt, by companies owned by private-eq- and the speed with which it’s expense is also snowballing—to an metric Portfolio Associates. In other raising short-term interest rates and
mortgages, and investment-grade uity firms. Instead, he’s focusing on growing. Total debt is approach- annualized $981 billion in this year’s words, further increases in long-term reducing the bonds it holds on its
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corporates—averaging an A+ credit higher-quality BB-rated or BBB-rated ing $34 trillion, up from $22 trillion third quarter from $509 billion in the rates would lead to small investment balance sheet, through a process
rating, according to Morningstar—and bonds maturing in one to two years. known as quantitative tightening.
it sticks with short-term debt, keeping “Coupons are getting higher and dol- When inflation falls further, long-
its duration at just 2.2 years. lar prices lower,” he says. Cash in the term interest rates likely will fall,
That profile helped the fund hold up fund is also helping to lift returns, he creating gains for bond investors.
reasonably well amid rising rates. The notes, since it now yields about 5%. Barney has been explaining this INVESTING IN BONDS
fund is up 2.6% this year and 0.8% Perhaps the biggest competition scenario lately to clients asking about

Why Bond Index

annualized over the past three years, for bond funds is cash and T-bills. projected deficits and growing federal
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

returning much more than the broader Retail money-market funds yield an debt. He makes a few additional
market. Over the past decade, the fund average 4.9%, while Vanguard Fed- points that he hopes will reassure

Funds Are Hurting

has beaten 98% of peers, according to eral Money Market (VMFXX), one them: “This isn’t a U.S. problem; it is
Morningstar. of the lowest-cost funds, yields 5.3%. affecting other developed countries,”
Ivascyn, who co-manages the port- Those yields are comparable to short- he says of the high levels of govern-
folio, is emphasizing higher credit qual- term Treasury bills, which largely ment debt.
ity and has cut exposure to junk bonds track the federal-funds rate and pros- Also, it is well known. The nonpar-
as spreads tightened. He likes non- pects for additional rate hikes. A six- tisan Congressional Budget Office
agency mortgage securities based on month T-bill held to maturity yields issues regular reports on the federal Against a tough backdrop for bonds, active managers
home loans that were mainly issued 15 5.56% while one-year bills yield budget, and its forecasts for increas- are better able to exploit the market’s many nuances.
years ago at fixed rates, providing 5.45%. ing deficits and higher debt loads
plenty of home-equity cushions against The knock on cash and T-bills is haven’t materially changed since last
defaults. Those types of bonds aren’t in that yields will fall fast if the Fed cuts year, he says.
the AGG, he points out, and trade at rates next year. Investors could miss For now, the impending debt cri- BY LEWIS BRAHAM
big discounts due to fears about a out on a big bond rally and would sis, like the limitations of the Social
housing downturn. have to reinvest at lower market Security trust fund, is more a slow-
BlackRock Strategic Income rates. It’s an opportunity cost—the motion train wreck that will worsen
Opportunities (BASIX), earning a risk of giving up capital gains if before it is eventually dealt with in

B
Gold rating from Morningstar, is an- there’s a geopolitical shock or the Washington. ond index funds are Some losses are inevitable in a
other alternative. Aiming for above- Fed cuts. Do-it-yourself investors, Can the market absorb higher having their third bad rising interest-rate environment, as
Illustration by Nicholas Konrad

average total returns, its portfolio though, could “ladder” the bonds, amounts of U.S. government debt? So year in a row. It isn’t bond prices move inversely with
includes foreign markets, U.S. debt, buying several at different maturities far, the answer is yes. Dynamics at just rising interest rates. Yet there are flaws in bond in-
corporate credit, and derivatives, and on TreasuryDirect.gov, at a bank, or some recent Treasury auctions have rates. dex funds that can make them vexing
it delivers a 4.9% yield with a low in a brokerage account, and reinvest- indicated weak demand, and market The largest bond in any environment. Today’s rate en-
duration of 3.5 years. Lead manager ing the cash when they come due. strategists are paying close attention exchange-traded fund, vironment could exacerbate them.
Rieder says he has been buying high- No matter how you do it, a 5% to metrics like bid-to-cover ratios and the $94 billion Vanguard Total Bond Both Vanguard Total Bond Market
quality short-term commercial paper cash yield is a bird in the hand worth the percentage of inventory that re- Market ETF, is down almost 3% this (ticker: BND) and the $89 billion
issued by banks and industrial com- taking. B mains in the hands of bond dealers year after losing 13% in 2022. iShares Core U.S. Aggregate Bond
 20 BARRON’S October 30, 2023

ETF (AGG) track a variation of the pal bond issuer: “There are actually
Bloomberg U.S. Aggregate Bond In- 328 different fixed-income securities
dex, or “Agg,” although in Vanguard’s of Verizon (VZ), and each one has a
case there is a slight emphasis on the different [interest rate] coupon, or a
benchmark’s more liquid bonds. Both different maturity or a different possi-
have beaten about 60% of their ble call date.”
Morningstar Intermediate Core Bond The bottom line is that bond index
fund category peers in the past 10 funds perform superbly for widely
years. That’s respectable, but pales in traded securities and liquid securities
comparison to major stock index like Treasuries, but not nearly as well
funds like iShares Core S&P 500 for illiquid corporate or municipal
(IVV), which has beaten 91% of its issuances.
Large Blend peers during the same In the muni bond market, there are
period. over 1.1 million individual bonds from
One reason indexing bonds is prob- over 50,000 different issuers, accord-
lematic is the bond market’s sheer ing to IHS Markit. It’s impossible to
scale and number of outstanding is- index all of these, so it makes sense
sues. “In the equity markets, there’s that Libby is able to buy a small batch
essentially only one security per is- of overlooked, attractively priced
suer for a company, and the price of bonds and beat indexes.
that security is observable at all times Because many bonds are illiquid and
when the markets are open,” says don’t trade daily, they are often omitted
Brad Libby, manager of the top-per- from index ETFs that trade in millisec- make their liquidity or illiquidity bets, quality debt.
forming Hartford Municipal Op- onds. In the Agg’s case, there are entire gaining an edge on the benchmark. Even BlackRock, which manages
portunities (HMOP). “Bonds are bond sectors it avoids, not just for Illiquid nonagency mortgage debt, the indexed iBoxx $ High Yield Corpo-
much less efficient.” He points out credit quality but also for liquidity rea- which crashed during the subprime rate Bond ETF, recognizes that active-
that there are multiple securities to sons. By contrast, active managers can crisis in 2008, has been essential to fund advantage. Jonathan Diorio, head
trade from each corporate or munici- pick and choose where they want to the $127 billion Pimco Income fund’s of product management at BlackRock
(PONAX) outperformance of the Agg Wealth Advisory, recommends the
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since then. Such mortgages can also HYG ETF more for institutional cli-
The Case for Active Bond Funds have high credit quality today, as ents who want a “beta play”—that is,
Active bond funds often outperform index bond funds. housing prices have increased since to get liquid market exposure in the
2008 and the borrowers’ finances high-yield space quickly to potentially
Index Core Bond
YTD 5-Year 15-Year Fund Size have stabilized. “The success of pas- trade. But for long-term retail inves-
Fund / Ticker Morningstar Category Return Return Return (billion)
sives [indexing] has created huge op- tors, he thinks the active mutual fund
iShares Core US Aggregate Bond / AGG Intermediate Core Bond -2.9% -0.1% 2.5% $89.0 portunities” for active management, BlackRock High Yield Bond Port-
Vanguard Total Bond Market / BND Intermediate Core Bond -2.8 -0.1 2.4 94.1 says Pimco Income manager Dan folio (BHYAX) is preferable.
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Ivascyn. That non-indexed opportu- “We’ve been able to show that we

Active Core Bond nity set includes nonagency debt, can outperform over time with our
YTD 5-Year 15-Year Fund Size
Fund / Ticker Morningstar Category Return Return Return (billion) bank loans, and asset-backed securi- high-yield mutual funds,” Diorio says.
Pimco Income / PONAX Multisector Bond 1.1% 1.6% 6.7% $127.4 ties—all of which Ivascyn exploits. BlackRock’s active fund has beaten
Indexing icon Vanguard runs some HYG in most periods, despite the fact
Vanguard Core Bond / VCORX Intermediate Core Bond -2.9 0.4 N/A 8.6
of the best actively managed bond the mutual fund has a higher 0.94%
Index Municipal Bond funds. While the indexed iShares expense ratio.
YTD 5-Year 15-Year Fund Size iBoxx $ High Yield Corporate Generally speaking, the lower the
Fund / Ticker Morningstar Category Return Return Return (billion)
Bond (HYG) has gathered $11 billion credit quality, and the less liquid and
iShares National Municipal Bond / MUB Muni National Long -2.0% 1.1% 3.3% $34.4
in assets, Vanguard has never more exotic a bond sector is, the more
launched an indexed high-yield fund. active management makes sense. “The
Active Municipal Bond
YTD 5-Year 15-Year Fund Size Instead, it runs Vanguard High- more efficient the market is, the more
Fund / Ticker Morningstar Category Return Return Return (billion) Yield Corporate (VWEHX), which, likely an index is going to reflect an
BlackRock National Municipal / MDNLX Muni National Interm -0.8% 0.6% 3.9% $9.3 though actively managed, has a lower accurate picture of that market, as long
Hartford Municipal Opportunities / HMOP Muni National Interm -1.0 1.5 N/A 0.4 0.23% expense ratio than the index as the index is relatively inclusive and
Vanguard High-Yield Tax-Exempt / VWAHX Muni National Long -2.4 1.0 4.5 14.2 ETF’s 0.49% and has beaten the ETF information [on securities] is appropri-
in most time periods. ately priced in,” says David Sherman,
Index High Yield “In the high-yield market, there can manager of the top-performing River-
YTD 5-Year 15-Year Fund Size
Fund / Ticker Morningstar Category Return Return Return (billion) be very wide dispersion of [individual Park Strategic Income (RSIVX).
bond performance] outcomes that, It is also true that when interest
iShares iBoxx $ High Yield Corporate Bond / HYG High Yield Bond 2.7% 1.7% 6.4% $11.0

Illustration by Nicholas Konrad

with the right kind of research, can set rates are low, fund management fees
Active High Yield up a strong active manager to outper- consume a greater portion of the in-
YTD 5-Year 15-Year Fund Size
Fund / Ticker Morningstar Category Return Return Return (billion)
form,” says Jeff Johnson, head of fixed- come bonds produce. That puts high-
income product at Vanguard. The cost active managers at a distinct
BlackRock High Yield Bond / BHYAX High Yield Bond 4.1% 2.6% 7.6% $18.5
wide performance dispersion in high disadvantage to indexes. But the re-
RiverPark Strategic Income / RSIVX High Yield Bond 5.9 3.7 N/A 0.4 yield is partially due to the higher verse is also true as rates rise, so to-
Vanguard High-Yield Corporate / VWEHX High Yield Bond 2.4 2.6 7.2 22.6 instance of default in high-yield bonds day’s rate environment favors active
Note: returns are as of Oct. 20. Five- and 15-year returns are annualized. Source: Morningstar Direct and their lower liquidity than high- management. B
 October 30, 2023 BARRON’S 21

A N A P P R E C I AT I O N

Byron Wien Kept

through his life lessons, emphasizing told Barron’s for its 2016 profile.
some career advice: “Don’t try to be The firm relented, and the 10 Sur-
better than your competitors; try to be prises became so popular that Morgan
different.” He also said that while many Stanley took a service mark on the

Wall Street in Thrall

focus on the importance of diet and phrase, which it licensed to Wien each
exercise, he felt that sufficient sleep is year for $1.
underappreciated. “Sleep is the fuel of Wien also is known for his Life
performance.” Lessons. He came up with that idea at
While he had a Park Avenue apart- a 2013 conference in Vail, Colo., when
ment and a summer home in Wain- he was asked by the host to scrap his
scott, N.Y., he lived modestly, reflecting usual financial talk and offer a more
The market strategist and creator of the 10 Surprises list dies at 90. his Depression-era upbringing. personal presentation. Initially an-
He kept working right until the end, following his own advice on life. This reporter got to know Wien over noyed at having to shift gears, Wien
more than 25 years, and after meeting quickly came up with 12 ideas, which
for lunch, Wien regularly asked for a he then expanded to 20.
doggie bag. When he left a doggie bag One involved philanthropy and how
in his fridge at his Manhattan office his views differed from other wealthy
one summer Friday, he had a friend people. “Try to relieve pain rather than
bring it out to him in Wainscott so the spread joy. Music, theater, and art mu-
food wouldn’t go to waste. seums have many affluent supporters,
Wien didn’t fly private, preferring give the best parties, and can add to
commercial flights, and he counseled your social luster in the community.
his rich friends that it was a bad idea They don’t need you. Social-service,
to let their children do so because he hospital, and educational institutions
thought it separated them from peers can make the world a better place and
and created a sense of entitlement. help the disadvantaged make their way
He was a lively writer and caused toward the American dream,” Wien
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

a stir two decades ago when he pre- told Barron’s.

sciently warned of potential economic He endowed two professorships at
stagnation in Europe, writing that the Harvard University, his alma mater,
continent was in danger of becoming as well as made gifts supporting Har-
a “vast open-air museum.” vard’s financial aid, including a schol-
Wien was famous for his 10 Sur- arship for orphans.
prises, a collection of predictions that Wien, himself orphaned at 14, ex-
he made at the start of each of the past celled in high school and got a break
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

38 years. His view was that Wall Street when a Harvard admissions rep came
figured the odds of each were maybe to his Chicago school and asked the
one in three, and he viewed the proba- guidance counselor to recommend a
bility of each was higher. single student for an interview.
BY ANDREW BARY years, lastly as vice chairman of private His surprises had a good record, “The guidance counselor called me

B
wealth solutions. although they look mixed so far in in and said, ‘Wien—they called you by
yron Wien, who provided Wien was on the job as recently as 2023. Collaborating with Joe Zidle, the your last name then—you’re our pick.
insights on the economy, mid-October, participating in firmwide other Blackstone strategist, Wien was Go downtown and don’t make a fool of
financial markets, and calls during which he offered his take correct in predicting a strong dollar yourself.’ That changed my life,” Wien
global affairs for 38 years on markets and global. and that the Federal Reserve would said.
as a Wall Street strategist, Barron’s did a cover story on Wien stay tighter for longer this year but Wien admired Henry Kissinger,
most recently at Blackstone, in 2016. In that article, Loews CEO Jim wrong on strength in the Chinese now 100, because Kissinger remains
died on Wednesday at 90. Tisch said, “Byron is an 83-year-old economy and a cease-fire in the Russia/ active and influential even at the cen-
Wien was famous for his annual list man chronologically, but in tempera- Ukraine war. The list was designed to tury mark. He hoped to continue work-
of 10 surprises—a series of unexpected ment, he is 45. His passion is the mar- provoke investors and get them to con- ing in his 90s.
financial events that he thought could kets and the world around him, and sider the unexpected. Wien loved living in New York and
unfold in the coming year—and for a that comes shining through anytime Wien made his reputation as a strat- wouldn’t move to Florida or another
list of 20 life lessons that included the you talk to him.” egist at Morgan Stanley in the late low-tax state like some of his wealthy
importance of reading, travel, sleep, Wien’s speaking skills were evident 1980s and 1990s. He told Barron’s that friends.
and never retiring. at a meeting of UBS financial advisors when he wanted to originate the sur- “I might have a different attitude if
Wien followed his final bit of advice at the '21' Club in Manhattan that this prises list at Morgan Stanley in 1985, I made a few billion dollars,” he told
and continued to work at Blackstone reporter attended. After a florid intro- the firm initially nixed the idea. Barron’s in 2016. “I’ve made enough
Jerome Favre/Bloomberg

until his death. duction in which the host likened him “They said, ‘Byron, you could get all money; the taxes don’t hurt. It’s a privi-
A hip injury limited his mobility in to such greats as Jim Thorpe, Vince 10 wrong, and you would embarrass lege to live in New York. Besides the
recent years and crimped what had Lombardi, Michael Jordan, and even the firm and humiliate yourself. theater and culture, there are so many
been a punishing travel schedule, but Socrates, Wien fired back, “I sure wish Frankly, we don’t give a damn about interesting people. That’s what life is
he used Zoom calls to his advantage. my first wife could have heard that.” your humiliation, but we don’t want about, exchanging ideas with interest-
Wien worked at Blackstone for 14 At the '21' Club meeting, he went the firm to be embarrassed.’ ” Wien ing people.” B
 22 BARRON’S October 30, 2023 October 30, 2023 BARRON’S 23

THE MARKET
THE BIG MONEY POLL
executive chairman and co-chief investment officer at Epoch
Investment Partners in New York, and a respondent to our
fall 2023 Big Money poll.
This fall, there is no predominant mood among the profes- Describe your investment outlook for U.S. equities in Are your clients bullish, bearish,
sional money managers surveyed by Barron’s. Some 38% of the next 12 months. or neutral about U.S. stocks?
Big Money respondents say they are bullish about the pros- 62%
pects for equities in the next 12 months. That compares with
38% in the neutral camp, and 24% who call themselves bears.
The bulls see a 14% rise for the S&P 500 index by the end
of 2024, and a 12% gain by the Dow Jones Industrial Average.
The bears forecast losses of 3% for the S&P 500 and 2% for
the Dow.
Based on their mean forecasts, the bulls project a 15% gain
38% Bullish
12%
26%

by the end of 2024 for the Nasdaq Composite index, while the Bullish Neutral Bearish
bears expect the tech-heavy index to decline 4%.
The latest Big Money Poll closed on Oct. 13 and elicited
Are you beating the S&P

38%
responses from more than 100 professional investors from
across the country. Barron’s conducted the poll with the help 500 this year...
of Erdos Media Research in Ramsey, N.J. (Complete results No Yes
are at the bottom of this article.) Neutral
High-quality bonds and value stocks have the most fans in

24%
Personally? Professionally?
our survey. Investors expect a tough year ahead for the more
growth-oriented areas of the stock market. Nearly half of poll
respondents consider the U.S. stock market overvalued at 33% 35%
current levels. Bearish
One reason is the recent ramp-up in bond yields, which 67% 65%
raises the competition for equities. The Federal Reserve’s pol-
icy committee has increased its interest-rate target by more
than five percentage points in the past 19 months to cool the
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

economy and bring down inflation, while market forces have

pushed up yields on long-term bonds. The yield on the bench- Where do you expect the What is the biggest risk the stock market will face
mark 10-year U.S. Treasury note approached 5% this month, following market measures to in the next six months?
up from a paltry 0.5% at its pandemic-era low. trade as of June 30, 2024, and
Yields along the Treasury curve are at their highest Dec. 31, 2024?
Economic slowdown / recession 28%
levels since before the global financial crisis of 2008-09.
BULLISH 6/30/24 12/31/24
It’s a return to the pre-2008 world as far as investors are
Higher interest rates 26%
concerned—not the low-growth, low-interest-rate, low- DJIA 35,563 36,923
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

inflation, growth-stock-dominated decade that ended in

S&P 500 4583 4760
2022, two years after the start of the Covid-19 pandemic. Resurgent inflation 16%
“The single most important variable in investing is interest Nasdaq 13,944 14,521
rates,” says Priest, a member of the Barron’s Roundtable, whose
Systemic financial problems 7%
firm manages about $28 billion. “Earnings may be fine next BEARISH 6/30/24 12/31/24
year and beyond, but it’s the present value of those numbers
DJIA 31,300 32,179
that’s going to be the problem.” Geopolitical turmoil 6%
Two-thirds of Big Money respondents say value investing S&P 500 3949 4037
will outperform growth-stock investing in the next 12 months.
Nasdaq 11,741 12,123 Other 17%
And a majority of Big Money investors predict that bonds
will provide a higher return than stocks in the coming 12
months. While bonds have become cheaper this year (prices
move inversely to yields), stocks remain relatively expensive: Which asset class will provide a higher return in the next 12 months? The next five years?
The S&P 500 trades for 17 times analysts’ 2024 consensus
earnings estimate. Bonds
5%
On average, Big Money respondents have allocated about Stocks

T
20% of their portfolios to fixed income today. “We like bonds,
Is the U.S. stock market overvalued, his year has posed an unusual array of chal- especially when looking at equities that are trading at above-
Our latest survey of professional investors undervalued, or fairly valued at lenges for investors, and more could be in average [valuation] multiples,” says Matt Dmytryszyn, chief
finds fewer than half of respondents bullish current levels? store. The major stock market indexes are investment officer at Telemus Capital, with $3.5 billion in

Illustration by Melanie Lambrick

still up in 2023, powered by a narrow slice assets under management. “It has been a while since we’ve 47% 12 months 53% 5 years
on stocks, but most upbeat on bonds. Why 48%
of technology stocks, but have been losing been able to get this excited about bonds.”
money managers like energy shares and 33% ground rapidly. Bond yields have risen Fixed income might be in greater favor now, but few money
small-caps, and give a thumbs-up to the Fed. sharply, topping 5% on some government debt. The eco- managers expect a lost half-decade for U.S. stocks. Indeed,
19%
nomic outlook is uncertain, the U.S. government has been in 95% expect to reap a higher return from stocks than bonds
turmoil, and wars and conflict are spreading across the globe. in the next five years. 95%
BY NICHOLAS JASINSKI “Rarely have I seen such disarray in the world, with finan- Among fixed-income categories, 40% of managers prefer
Overvalued Fairly valued Undervalued cial markets, politically, and otherwise,” says William Priest, U.S. Treasuries. They have little credit risk, and yields are at
 24 BARRON’S October 30, 2023

16-year highs. Another 24% like U.S. investment-grade corpo-

rate bonds. Spreads—or the premium yield on riskier bonds
INVESTING
over Treasuries or another benchmark—are narrow, given the
potential for a recession in 2024, which argues for favoring Describe your current Is your weighting in each of these assets higher or
higher credit quality. asset allocation. lower than six months ago?
Big Money managers don’t have much duration risk in Higher Lower
68%
their portfolios, or sensitivity to changing interest rates. An 69%
average of 61% of their fixed-income exposure is in short-term 60% 58%
securities maturing in less than three years, and just 8% is in 50% 50%
bonds maturing in more than 10 years. 40% 42%

“We’re not sticking our neck out too much on a duration 20% 31%
basis,” says Zach Jonson, CIO at Stack Financial Management 8%
4%
in Whitefish, Mont. “An inflation spike or some kind of stag-
flation can happen, and you just have to be more careful than Equities Fixed Cash Other
you normally would with duration.” Income Equities Fixed Income Cash Other
It’s hard to argue with yields pushing 5.6% on T-bills or
5.1% on the two-year U.S. Treasury note. As for where to park
cash, short-term U.S. government bonds and money-market Which major equity market will perform best in the next Which investment
funds are best, according to the survey results. 12 months? approach will perform
Nearly two-thirds of Big Money respondents expect the best in the next
10-year Treasury note to yield at least 4.5% a year from now, U.S. (S&P 500) 46%
12 months?
versus a recent 4.8%. The yield still might rise a bit more be-

36%
Japan
fore trending lower, some respondents say, while noting that (Nikkei 225)
23%
it is at, or close to, levels at which locking in yields for the Europe
longer term makes sense. 14% Growth investing
(Stoxx Europe 600)
“If we can get a Treasury yielding 5% or above for a decade,

64%
Emerging Markets 14%
that’s pretty darn attractive,” says Jack DeGan, CIO at Harbor
Advisory in Portsmouth, N.H. “We haven’t seen that opportu- China
3%
nity in portfolios for a long time.” (Shanghai Composite) Value investing
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There is also value in longer-term bonds as a hedge

against broader market declines. A broad flight to safety
among investors would push bond prices up and yields Which equity category Which equity sector do you currently like most,
down. will perform best in the next and which do you like least?
Investors are split on the odds of a recession in 2024. 12 months?
LIKE MOST LIKE LEAST
Some give the Federal Reserve ample credit for managing
inflation down without sacrificing the economy, and see a
so-called soft landing next year. Others are less sanguine, 32% Energy 33% Real Estate 24%
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

however, arguing that the impact of higher interest rates Small-caps

has yet to fully hit the real economy and that a recession

29%
Technology 24% Technology 17%
is a question of when, not if.
Forty-six percent of respondents expect the economy to
enter a recession in the next 12 months. However, it needn’t Mid-caps Consumer
Healthcare 13% 16%
Discretionary
be a crisis-level downturn: Just 6% of investors expect U.S.
real gross domestic product to contract by 2% or more next
year.
“It’s really hard to generate a big recession when there’s
39%
Large-caps
Financials 9% Utilities 15%

that much money flowing into the economy,” says Harbor’s

DeGan, pointing to pandemic-era stimulus spending and
newer government programs such as the Infrastructure Which fixed-income Describe your fixed-income Where is the best place to
Investment and Jobs Act. “The Fed has raised interest rates category do you currently allocation by duration. park cash right now?
dramatically, but our economy is less interest-rate sensitive favor most?
61%
than it has been in my 40 years in business.”
Both consumers’ and businesses’ balance sheets are in U.S. Treasuries 40%
good shape, he says, supporting spending but adding to the 40%
U.S. investment- 39%
upward pressure on inflation. Only 15% of Big Money respon- grade corporate 24%
dents expect inflation, as measured by the consumer price bonds 31%
index, to come in at or below the Fed’s 2% target in 2024. Municipal
9%
Most see the CPI hanging around 4% this year and slipping bonds
to 3% in 2024. Floating-rate / 8% 8%
7%
David Poarch, of Native American Fund Advisors in bank loans
Tulsa, Okla., is concerned about sticky or potentially reac-
TIPS* 7% Short term Medium Long term Short- Money Treasury
celerating inflation, noting the trillions of dollars of mone- (less than term (greater than term U.S. market bills
tary and fiscal stimulus pumped into the economy during three (four-10 10 years) government mutual
and since the Covid pandemic. That flood of money is still *Treasury Inflation-protected Securities years) years) bond funds funds
working its way through the real economy, he says, despite Note: some percentages may not total 100 due to rounding
 October 30, 2023 BARRON’S 25

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financial life.
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 26 BARRON’S October 30, 2023 October 30, 2023 BARRON’S 27

the Fed’s rate hikes over the past 1½ years. “It’s like the
python that ate the pig—the economy needs some time to
PREDICTION fixed income and are a bit lighter
than usual on equities,” says Taylor,
digest it,” Poarch says. whose Del Mar, Calif.–based firm
Stack Financial’s Jonson points to several long-term trends Predict the levels of the following one year from now.
manages about $1.2 billion. “So, if we
that are inherently inflationary, including the so-called re- Oil (WTI) Gold Bitcoin do have a recession and the Fed starts
shoring of supply chains, the costly transition to renewable
energy, and aging demographics that are leading to a shortage
of labor in many developed markets.
$91
per barrel
$1,960 B $24,682
per troy ounce
to cut interest rates, we have the abil-
ity to shift.”
Epoch’s Priest is also bullish on
What is the biggest risk facing the stock market? Twenty- Microsoft and Alphabet, both plays
eight percent of managers worry most about a potential reces- on 2023’s hottest investing theme:
sion, 26% point to the possibility of higher interest rates, and
16% cite resurgent inflation. This highlights the delicacy of
THE ECONOMY artificial intelligence. “They’re going
to win with AI,” he says. “From a
the Federal Reserve’s balancing act. The central bank must long-term investment perspective,
tap the brakes on the economy enough to ease the upward Which best describes your Predict the growth rate of Predict the year-over- you want to be exposed to those.”
pressure on inflation, but not so much as to break things and outlook for the U.S. economy real U.S. GDP in 2024. year U.S. inflation rate Nvidia stock has rallied more than
cause a significant recession. in the next 12 months? (consumer price index) at 175% this year, also fueled by enthu-
35% the end of 2023 and 2024.
“The Fed is right to be proactive and [keep rates] higher siasm for AI. But the stock isn’t so
Recession 30%
for longer, so that inflation doesn’t come back,” says 46% popular with the Big Money crowd:
No 25 Year-end 2023 Year-end 2024
Dmytryszyn of Telemus Capital, headquartered in South- landing 29% of managers call it the market’s
20 60%
field, Mich. 20% most overvalued stock. Nvidia sports
Most Big Money managers approve of the Fed’s moves to 15 a price/earnings ratio of 27 times the
date, with 62% saying its current policy stance is just right. 10 30 next year’s estimated earnings.
But half of that percentage thinks the Fed has tightened too 5 Energy stocks are Big Money inves-
Soft
much and risks pushing the economy into a recession. landing 0 0 tors’ favorite sector for the year ahead,
Nearly all survey respondents think the Fed is just about 33% -2% or -1% 0% 1% 2% 3% or 2% or 3% 4% 5% 6% or designated as such by 33% of respon-
done raising interest rates, and that rate cuts could be coming less more less more dents. They like the sector for its rela-
next year. More than 80% predict that Fed officials will lower tively discounted valuation, high cash-
the current federal-funds target range of 5.25% to 5.50% next flow yields, and generous dividend and
year by at least a quarter of a percentage point, while 35% Where will the federal-funds rate be at the Is the Federal Reserve’s policy stance...
share-buyback policies. Exposure to
end of 2023 and the end of 2024?
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

expect rate cuts of more than half a point. a potential spike in oil and gas prices
Joe Frohna, founding principal and portfolio manager at Federal-funds rate target range 2023 2024 also makes energy a defensive play.
1492 Capital Management, based in Milwaukee, notes that the Too tight Poll respondents see West Texas
0% 31%
Fed’s first rate decrease of a cycle historically has followed the Below 4.25% Appropriate / Intermediate, the U.S. benchmark oil
central bank’s last hike by an average of 7.5 months. That pat- 8% just right price, rising to $91 a barrel in a year
62% Too
tern implies a rate cut sometime around the middle of next 2% from the mid-$80s today. “Energy is
4.25%-4.50% loose?
year. 10% 6% both cheap and attractive as a hedge,”
“For the stock and bond markets to work in 2024, you’re 2% says Jonson, whose firm has about $1.8
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

going to need the Fed to step out of the way,” says Frohna. 4.50%-4.75%
16% billion in assets under management.
“At a minimum, that means they say they’re pausing, if not Gratus’ Jones also likes midstream
[cutting] outright.” 5% Will the U.S. Dollar Index (DXY) strengthen,
4.75%-5.00% energy companies for their dividends
Broader participation in the market beyond the largest 28% weaken, or stay the same in the next 12
and contractual cash flows tied to the
stocks would help to extend any rally. The S&P 500’s 9% gain 17% months?
5.00%-5.25%
volume of oil and natural gas that flows
year to date is almost entirely due to advances in a handful of 21% through their pipelines. Midstream
megacap tech stocks including Apple (ticker: AAPL), Nvidia 47% No change companies include Williams Cos.
(NVDA), Microsoft (MSFT), and Alphabet (GOOGL). 5.25%-5.50% 25%
8% (WMB), which yields 5.2%; Oneok
Weaken
“It’s hard to get excited about a rally when it’s being led by 51% (OKE), yielding 5.7%; and Kinder
26%
such a narrow group,” says Todd Jones, CIO of Gratus Capital 5.50%-5.75% Morgan (KMI), yielding 6.7%.
8%
in Atlanta, with about $3 billion in assets. “The valuations of Strengthen Higher interest rates and bond
the top 10 companies in the S&P 500 are super-elevated ver- 2%
5.75%-6.00% 24% yields have weighed on other income-
sus the bottom 490.” 1%
generating assets, including dividend
About 60% of Big Money respondents expect small- or stocks. DeGan sees opportunities in
mid-cap stocks to outperform large-caps over the next 12 the shares of quality companies with
months. The iShares Core S&P Small-Cap exchange-traded What will the two-year Treasury note and the 10-year Treasury note yield one year from now?
durable businesses that have seen
fund (IJR) and the SPDR S&P MidCap 400 ETF (MDY) are their valuations fall and dividend
Two-Year 10-Year 26%
ways to play the market’s smaller stocks. yields rise this year. He points to
Weatherly Asset Management’s Carolyn Taylor is sticking 20% Brookfield Infrastructure Part-
with Big Tech stocks for now, and waiting for better opportu- ners (BIP), with a 6.7% yield; Pfizer
15% 14%
nities to present themselves. These companies have pristine 13% 14% 14% 13% 14% (PFE), paying 5.4%; and NextEra
balance sheets and wide competitive moats, and generate a 9% 10% Energy (NEE), yielding 3.4%.
ton of free cash flow, she notes. Should rates fall, however, 6% 6% 6% 6% Plenty could go wrong for the
4% 4% 4%
more-speculative areas in the technology sector could become 3% markets and world in the next year.
1% 1% 1%
more attractive, namely shares of the fast-growing but richly 0% 0% For investors in stocks and bonds, a
valued companies expected to generate the bulk of their prof- 3.00% 3.25% 3.50% 3.75% 4.00% 4.25% 4.50% 4.75% 5.00% 5.25% 5.50% 5.75% focus on attractive yields and under-
its far in the future. or less or more valued assets seems like a sensible
“We have dry powder in the form of cash and short-term Note: some percentages may not total 100 due to rounding game plan. B
 28 BARRON’S October 30, 2023

F UN DS
Scoreboard: A World at Risk
Concentrated Funds U.S. stocks took a hit, with the S&P 500 down 3.29%, as bond yields remained elevated. Natural
resource stocks shed 4.78% in the face of rising geopolitical risks and slowing global growth.

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S&P 500 – 3.29 7.75
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68.8
6.9
fund was Morningstar’s Manager It averages out to a very nice double-digit Ashmore EM Sht Dur Inst / ESFIX Emg Mkts HC Debt 4.11 13.0
PIMCO Extend Dur Inst / PEDIX Corp Debt BBB Rtd 3.31 – 19.3
of the Decade in 2010. Now, many growth rate, but it doesn’t happen in a RESQ Strategic Income A / RQIAX Abs Return 3.13 – 15.9
investors haven’t heard of him. smooth line.” GMO Asst Alloc Bond VI / GABFX General Bond 3.00 – 10.5
Morg Stan LD Gov Opp A / USGAX General US Govt 2.83 – 14.4
But 2023 could change that. So far, the Most investors don’t have the patience Kinetics Internet NL / WWWFX Science & Tech 2.63 19.2
$1.2 billion fund (ticker: FAIRX) is up 23%, to reap the benefits. One Morningstar stat Gotham Short Strat I / GSSFX Alt Long/Short Eq 2.49 – 0.4
Wasatch Hois US Tr Inv / WHOSX Genl US Treasury 2.32 – 15.1
better than 99% of peers in Morningstar’s worth examining is Investor Returns, Vanguard Lg-Tm Trs Adm / VUSUX Genl US Treasury 2.25 – 11.7
PIMCO Lng-Tm Govt Inst / PGOVX General US Govt 2.21 – 11.5
Large Value category. It has done that which calculates returns based on inves- Quantified GI Tact Inv / QGITX General US Govt 2.18 – 9.4
without any artificial-intelligence stocks. tor trading activity versus the fund’s reg- Fidelity Telecom & Utils / FIUIX Utility 2.16 – 5.6
Ecofin Glbl Rwb Inf Inst / ECOIX Glb Infrastructure 2.09 – 21.7
Before you click “Buy,” you must un- ular returns if you just bought and held. MFS Utilities A / MMUFX Utility 2.08 – 11.8
derstand Fairholme’s bizarre portfolio Calculated monthly, through Sept. 30, Fidelity Adv Util A / FUGAX Utility 2.08 – 9.3
DWS Latin Am Eq S / SLAFX Latin American 2.07 10.8
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design and management structure. Some Fairholme had a 10-year annualized in- DFA LTIP Portfolio Inst / DRXIX Infl Protected 2.07 – 14.7
82% of the fund’s portfolio is invested in vestor return of 1.7%, versus 6.4% for the Fidelity Sel Utilities / FSUTX Utility 2.05 – 9.0
Leg&Gen LD US Cred W / LLDWX Corp Debt BBB Rtd 1.99 – 6.4
one stock—Florida real estate developer fund. The fund has suffered some $7 bil- PIMCO Long Dur TR Inst / PLRIX Corp Debt BBB Rtd 1.84 – 8.1
St. Joe (JOE). Berkowitz is chairman of lion in shareholder outflows in the past SEI Inst Inv L Dur Cr A / SLDAX Corp Debt A Rated 1.81 – 6.4

St. Joe’s board of directors, and he says 10 years, after the bloom was off the The Week's Bottom 10
“a third of the [Fairholme] fund is money ”Manager of the Decade” rose. Fund Investment Objective One Week Year-to-Date
affiliated with my family”—an estimated Return gaps are common for volatile Berkshire Focus / BFOCX Multi-Cap Growth – 7.87 12.9
Transam Cap Growth I / TFOIX Multi-Cap Growth – 6.86% 8.8%
$340 million. So, the Berkowitz clan is funds. Every year, Morningstar produces Midas Magic / MISEX Multi-Cap Core – 6.79 8.9
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

essentially paying the fund’s 1% manage- a “Mind the Gap” study examining how Firsthand Tech Opptys / TEFQX Science & Tech – 6.78 – 13.9
Bail Giff US EG I / BGGSX Multi-Cap Growth – 6.48 9.1
ment fee to itself. investor returns differ versus regular Needham Sm Cap Gro Instl / NESIX Small-Cap Core – 6.47 – 20.7
Eventide Expo Tech I / ETIEX Science & Tech – 6.47 3.4
Berkowitz, who lives in Florida, calls returns for different fund categories. Ac- Brown Cap Mid Co Inst / BCMIX Mid-Cap Growth – 6.46 0.2
his family’s Fairholme assets “permanent cording to the latest, 2023 version, “we Rydex Energy Svcs Inv / RYVIX Natural Resources – 6.37 7.3
Morg Stan I Growth A / MSEGX Multi-Cap Growth – 6.34 10.7
capital.” found that the least-volatile quintile [of
Fairholme is a textbook example of both funds across all categories] had a 0.94% The Largest 25
the promise and perils of concentrated a year gap, on average, while the most- Assets 3-Year* 1-Week YTD
Fund Investment (billions) Objective Return Return Return
funds. Even when the long-term returns volatile quintile had a 1.94% annual gap.” American Funds Gro A / AGTHX $110.6 Large-Cap Growth 2.3% – 3.79% 14.5%
of such funds are strong, many investors Fairholme has a 10-year standard devia- Fidelity Contrafund / FCNTX $97.4 Large-Cap Core 4.9% – 3.72% 21.7%
don’t enjoy them because they can’t handle tion, a volatility measure, of 25%, versus American Funds Bal A / ABALX 91.3 Mix Tgt All Gro 3.2 – 1.53 1.7
Vanguard Wellington Adm / VWENX 88.3 Mix Tgt All Gro 3.5 – 1.90 2.3
the volatility. Returns on just a handful of 15% for the average Large Value fund. Vanguard Tgt Ret2035 Inv / VTTHX Mixed-Asset Target 2035 2.1 – 1.67 3.3
82.4
stocks tend to be feast or famine. Ironically, concentrated funds could Vanguard Tgt Ret2030 Inv / VTHRX 81.6 Mix-Asst Targ 2030 1.3 – 1.44 2.9
Almost two-thirds of Fairholme’s 2023 provide diversification for the rest of Fidelity SA US Tot Stk / FCTDX 80.8 Multi-Cap Core 7.7 – 3.24 9.3
PIMCO Income Inst / PIMIX 75.8 Multi-Sector Inc 0.1 0.63 2.0
return so far came on July 27, when its your portfolio. “Most clients are already
Vanguard Tgt Ret2025 Inv / VTTVX 72.2 Mixed-Asset Target 2025 0.8 – 1.16 2.5
share price leapt from $33.25 to $38.24—a overdiversified,” says Phillip Cook, co- Vanguard Tgt Ret2040 Inv / VFORX 72.2 Mixed-Asset Target 2040 2.8 – 1.95 3.8
gain of 15%. Instead of the top 1% ranking manager of SouthernSun Small Cap American Funds Wash A / AWSHX 71.6 Large-Cap Value 9.5 – 2.73 3.1
in Morningstar, in 2021 and 2022 it was (SSSFX), which holds 21 small compa- American Funds Inc A / AMECX 71.1 Mix Tgt All Mod 4.6 – 0.97 – 2.9
American Funds ICA A / AIVSX 70.7 Large-Cap Core 8.0 – 2.74 9.7
ranked in the bottom 100th percentile nies. “If you own several mutual funds, Vanguard Tgt Ret2045 Inv / VTIVX 68.8 Mixed-Asset Target 2045 3.5 – 2.22 4.2
with 6.9% and minus 20.5% respective you don’t need 50 or 100 more stocks Fidelity SA Core Inc / FIWGX 64.3 General Bond – 4.6 0.90 – 2.0
returns. That’s after a top 1% ranking in from SouthernSun.” American Funds EuPc R6 / RERGX 60.9 Intl Large-Cap Growth – 2.2 – 1.89 1.1
Vanguard PRIMECAP Adm / VPMAX 60.5 Large-Cap Core 8.7 – 4.22 11.4
2020 with a 46.9% return. If you held for True, but in Fairholme’s case, investors Dodge & Cox Stck I / DODGX 60.0 Multi-Cap Value 13.3 – 2.53 2.7
the past five years, you would have beaten could just buy St. Joe stock directly and American Funds FInv A / ANCFX 58.9 Large-Cap Core 6.8 – 3.03 7.7
99% of the fund’s peers with a 14.8% re- not have to pay its 1% management fee. American Funds CIB A / CAIBX 57.4 Global Equity Income 4.2 – 0.95 – 2.4
Vanguard Tgt Ret2050 Inv / VFIFX Mix-Asst Targ 2050 3.7 – 2.40 4.4
turn. Then again, in the past 10 years In fact, Berkowitz says he has no problem 56.6
Dodge & Cox Income I / DODIX 56.5 Core Bond – 3.7 0.86 – 1.2
ended on Oct. 23, it has lagged behind paying institutional shareholders who American Funds NPer A / ANWPX 51.2 Global Large-Cap Growth 2.3 – 2.66 7.4
97% of peers, with a 5% return. want to sell their Fairholme fund stake Fidelity Str Adv LgCp / FALCX 50.9 Large-Cap Core 0 – 3.28 9.4
The July 27 surge was due to a strong with, you guessed it, shares of St. Joe American Funds CWGI A / CWGIX 49.3 Global Large-Cap Core 3.8 – 2.04 5.0

St. Joe’s earning report. “[St. Joe’s] prog- instead of cash. B *Annualized 10/22/2020 to 10/26/2023. Through Thursday. Source: Lipper
 October 30, 2023 BARRON’S 29

I N C O M E I N V E ST I N G
Procter & Gamble, Clorox, and Kenvue are among
the standouts in a beaten-down sector. They
boast healthy payouts and resilient businesses.

5 Consumer Staples
continue to be a headwind for the com- and were asking questions later.”
pany, which has a big presence over- Sethi says there are some good
seas. Business in China is a concern, companies in the consumer staples
too. Still, the company continues to space—and not necessarily ones with

Stocks With Nicely

maintain and increase its dividend high dividend yields—that should do
regularly, most recently to a shade over well over time and grow their divi-
94 cents a share on a quarterly basis. dends, as well. For him that includes
The stock yields 2.5%. Lamb Weston Holdings (LW), which

Growing Dividends
Procter & Gamble even managed to provides frozen potatoes, including
boost its dividend during the early part french fries, to restaurants in North
of the pandemic in 2020, when other America, and Haleon (HLN), a con-
large companies were cutting or sus- sumer healthcare company that was
pending their payouts. “Procter & spun out of the pharmaceutical group
Gamble is a fortress, and they are per- GSK last year. The stocks both yield

C
forming and executing exceptionally about 1.3%, not very high. But Lamb
onsumer staples BY covers were recently trading at about a well right now,” says English. Weston, for example, boosted its quar-
stocks have had LAWRENCE 10% premium to the broader market, Some industries within consumer terly dividend early this year by 14%,
a tough run lately C. STRAUSS down from 44% at the end of last year. staples, however, are facing bigger to 28 cents a share.
amid concerns He and other analysts are also headwinds than others. That bears Morningstar’s Lash said that most
about rising bond closely following how the U.S. con- watching when considering dividend companies in her coverage area, which
yields, the health of sumer is holding up. “The healthy opportunities. For example, overall includes packaged food and household
the U.S. consumer, consumer landscape is beginning to volumes for food sales are down about and personal-care names, “have been
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and the introduction of obesity drugs. show some fault lines, such as rising 1%, says English. “The most plausible committed to growing and maintaining
The Consumer Staples Select credit-card delinquencies,” observes explanation is that [groceries] for the the dividends that they have now.”
Sector SPDR exchange-traded fund Saira Malik, Nuveen’s chief invest- consumer got very expensive and That includes Clorox (CLX). Its
(ticker: XLP), representing makers of ment officer, in her most recent they’re working a little harder to array of products include bleach and
essential products like food, clothing, weekly note. Says Erin Lash, director waste less food,” he says, adding that Formula 409, an all-purpose cleaner.
and soap, is down 10% in the past of consumer equity research at Morn- many shoppers are buying less pro- The company had a major setback in
three months, including dividends, one ingstar: “The concern, No. 1, is will cessed food. In contrast, two other August when a cyberattack disrupted
of the worst-performing sectors in the the resiliency that we’ve seen from subsectors—beverages, along with its operations. Lash doesn’t think that
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S&P 500. The broad index has gained consumers continue to hold up? household and personal care—are will hurt the company’s longer-term
11% over that stretch. There is an expectation that that is more insulated. The latter includes prospects, however. “And given the
But even with those many worries, going to start to moderate.” Procter & Gamble. robust cash flows that they generate, as
there are some consumer staples Procter & Gamble (PG), a staples Still another worry for the sector is well as the health of the balance sheet,
stocks with healthy and growing divi- bellwether, beat estimates in its most the introduction of GLP-1 drugs to help we don’t think that dividend is at risk,
dends, thanks to strong balance sheets, recent quarterly results. The company, with weight loss. The prospect of peo- either,” she adds. The company pays a
good cash flow, and resilient under- whose signature products include ple eating less has raised concerns for quarterly dividend of $1.20 a share; the
lying businesses. Gillette razor blades, Crest toothpaste, packaged-food companies, among other stock yields 3.9%.
Like utilities, another laggard, the and Bounty paper towels, on Oct. 18 industries. Sarat Sethi, managing part- English of Goldman Sachs says that
staples sector is considered a bond reported fiscal first-quarter diluted ner at investment advisory firm DCLA, Kenvue (KVUE), a consumer health
proxy. The 10-year U.S. Treasury note’s net earnings of $1.83 a share, up 17% says that selling staples stocks based on giant spun out of Johnson & Johnson
yield on Monday touched 5%, its high- from a year earlier. Volumes fell by 1%, the advent of those new drugs is over- (JNJ) in May, has plenty to recommend
est level since 2007. The consumer though pricing was up 7%. done. “This is much more of a reaction it, even amid concern about litigation.
staples stocks in the S&P 500 were A stronger U.S. dollar will no doubt short term,” he says. “People sold first Kenvue recently initiated a quarterly
yielding 2.9% as of Oct. 20. dividend of 20 cents a share, which
Rising interest rates arguably have equates to a yield of about 4%.
been the biggest problem for the sector, Stable Staples One overhang on the stock has been
says Jason English, who covers the These are five consumer staples stocks whose dividends should continue to grow, concern about litigation related to the
stocks at Goldman Sachs. Like utilities, even in a tougher economy. safety of Tylenol. “The story is funda-
consumer staples stocks tend to have Company / Ticker Dividend Yield Market Value (billion) YTD Return 2024E P/E mentally sound,” says English. “The
higher yields than those in many other Clorox / CLX 3.9% $15.1 -11.1% 20.5** capital allocation is favorable for share-
sectors, giving them bondlike appeal. Haleon / HLN 1.1 38.2 4.7 17.4
holders who are looking for income.
But the yields on bonds are getting You do have to stomach some of the
Kenvue / KVUE 4.1 37.7 -9.8* 15.8
harder and harder to compete with; uncertainty around litigation.”
Lamb Weston Holdings / LW 1.3 12.6 -1.6 14.3***
10-year Treasuries are now around 5%. These stocks could continue to get
Procter & Gamble / PG 2.5 349.2 0.2 21.5**
The staples sector, while not dirt knocked around in the short term, but
Note: data as of Oct. 23; E=estimate. *Return since initial public offering on May 3.
cheap in English’s view, has become **Estimates for fiscal 2025, which ends in June. *** Estimate for fiscal 2025, which ends in May. their growing dividends should help
more modestly valued. The stocks he Source: Bloomberg smooth out some of that choppiness. B
 30 BARRON’S October 30, 2023 October 30, 2023 BARRON’S 31

Q&A An Interview With David Blanchflower

Professor of Economics, Dartmouth College

The Economic
young men. It isn’t just a young What is driving young adults’ We don’t have great data yet, but it caring for older people. We have un-
woman’s problem. Both young women worsening mental health, if not turns out that we do have some for the derinvested in mental-health care.
and young men have seen this uptick, Covid? United Kingdom—and the answer is One implication is that we are going
although for women it is worse. So I don’t know because it’s still early basically the same. But the U.K. doesn’t to need lots more therapists. [About
far, we have seen that levels of mental days. Something fundamental hap- have as large a proportion of deaths of 166 million Americans live in areas

Costs of
distress vary especially by educa- pened in the U.S. for the young, espe- despair. It also has better mental- with shortages of mental health pro-
tion—it is worse for the less-educated. cially for young women, from 2011 health provisions for its citizens. fessionals as of October 2023, ac-
At first, I thought the Covid-19 onward. One possibility is that labor cording to the U.S. Health Resources
pandemic could be the cause, but it markets for the young worsened. Is the impact of growing despair & Services Administration.] There is
isn’t just Covid. It is clear in the data After 2009, youth unemployment already hitting the economy, or a potential for investors to find ways
that the trend started prior to Covid. rates around the world were huge. is it expected to be a passing to help these people by funding com-

Unhappiness
You can see that it started roughly in Unemployment among young adults phenomenon? panies related to mental health solu-
2011. Covid just extended the trend. in the U.S. hit 20% in April 2010. This is a new phenomenon, so we tions and services.
Underemployment applied to the don’t know the answer. Will this re-
What are the economic young, as well, so they had a double main a pattern among new popula- If this is, at least in part, a labor
implications? whammy. People couldn’t get a job, tion cohorts? Maybe not. It might not market issue, how do we fix it,
On an individual level, this is bad. and if they got a job, it was lower apply because today’s children won’t especially given that there is
People with these levels of despair down the pyramid or didn’t offer have been hit by two shocks—the fairly low unemployment in the
BY MEGAN LEONHARDT Blanchflower spoke with Barron’s died at a much higher rate in the enough hours. post-financial-crisis recession and U.S. right now?

Y
in mid-October about his latest re- past 20 years from drug overdoses, The second possibility might have the Covid pandemic. But it is likely Labor market fixes are important,
oung Americans are search, what might be driving rising drinking problems, or suicide. to do with social media. Some that poor mental health will continue but this is based on problems that
plagued by an epidemic levels of unhappiness in young Also, it is hard to think that high women might feel shamed by what throughout the lives of the young have accumulated. Even though we
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of unhappiness, accord- adults, and the implications of this levels of distress won’t have serious they see on social media, more so adults currently suffering. have very low levels of unemploy-
ing to anecdotal evidence disturbing trend for the labor market effects on young people’s ability to than men. But at this point nobody Here’s an analogy that might make ment, we have incredibly high levels
and social science re- and the economy. An edited version transition into the labor market. knows to what extent social media sense. Think about World War I and of mental illness. A 3.8% unemploy-
search. The origins aren’t of the conversation follows. Some famous research done by is playing a role. World War II. Those events took ment rate ain’t fixing this. So, the fix
clear, although the Covid David Ellwood [a labor economist]
pandemic didn’t help. Barron’s: It is fairly widely ac- found that long spells of unemploy-
Nor did social media, based on knowledged that the mental health ment when you’re young generate “Mental distress lowers economic potential by lowering the
a lawsuit filed on Oct. 24 against of young Americans has deterio- permanent scars, not temporary
lifetime incomes of the people affected, and presumably their
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Meta Platforms (ticker: META) by rated. What is significant about blemishes. If people are unemployed
42 state attorneys general, who allege
that Facebook and Instagram pur-
your newest research in this area?
David Blanchflower: I have written
when they’re 40, the damaging effect
goes away. But if you don’t make a
spending ability, which lowers the productive potential of the
posefully ensnared children and
teens to the detriment of their long-
a lot about despair, distress, and
well-being. My work has showed
successful transition from school to
work early on, you never do.
economy.” —David Blanchflower

term physical and mental health. that happiness trends are basically Trends like this lower the eco-
David Blanchflower, a British- hump-shaped over a lifetime. Dis- nomic potential of a country, as well. How much of an impact did the away a slew of men and dramatically is probably outside the labor market.
American labor economist, has stud- tress or despair peaks in midlife. The U.S. has seen a big decline in financial crisis of 2008-09 and affected the mental health of others.
ied happiness and mental-health Young people are happy, middle- labor-force participation [since the the resulting recession have on For the next 50 years, there were What else are you studying?
trends for decades, and his new aca- aged people are less happy, and then 2008-09 financial crisis]. Who are 20-somethings who saw their par- fewer men alive than were being I am currently looking at what are
demic research, conducted with Alex older people recover [happiness] in the people who withdraw from the ents lose jobs, savings, or homes? born—and fewer healthy men than called ACEs—adverse childhood ex-
Bryson, a professor of quantitative retirement. But what has happened, labor force? In many cases, people It is possible the recession impacted previously. In the succeeding cohorts, periences. The idea is to think about
social science at University College suddenly, is that the well-being of the with mental-health issues. young people more than others. The that wasn’t true. So, some develop- what the consequences of this de-
London, confirms how bleak things young has collapsed, while other Mental distress also lowers eco- high incidence of mental distress ments don’t transcend generations. cline in mental health are among the
have become. It isn’t just that young generations are the same. nomic potential by lowering the life- among today’s 20-somethings could It might well be that only those born young. My colleague Alex Bryson
adults feel sad or unhappy for a day In the latest research, I asked this time incomes of the people affected, well be the repercussion of adverse from 1990 to, let’s say, 2010 are going and I show that being bullied or
or two; 12% of 23-year-old women, question: Over the past 30 days, what and presumably their spending abil- things that happened to them when to pay a permanent price in terms of abused as a child—or experiencing a
they found, report that every day of number of those days [were] bad men- ity, which lowers the productive po- they were children. If your parents di- poor mental health or heightened host of other conditions like unem-
their lives is a bad mental health day. tal health days? If you said “every day tential of the economy. This is a big vorced because times were tough or lost distress. ployed or divorced parents—has life-
The current state of mental distress of my life is a bad mental health day,” deal—a really big deal. their jobs or house, that’s a big deal. But time, lasting effects on both mental
has negative implications not only for that’s what I call distress. In 2011, Mental distress has implications the labor market likely has a lot more to What should investors take away and physical health. It seems these
the individual but also for society and about 5% of women under age 25 re- for the housing market, too. If you do with the mental distress we’re seeing from this body of research? ACEs inflame the blood, which gen-
the economy, says Blanchflower, who ported mental distress. But by 2023, are mentally unwell, the chances of now than people realize. The situation You’re going to need a giant increase erates even lower life expectancy and
previously served as a member of the more than 10% said every day of their forming a partnership or getting was made worse by the growth of social in mental-health provision to try to other physical conditions such as
Monetary Policy Committee of the lives was a bad mental health day. married and having children—all of media, and then, Covid. deal with these young people. This diabetes, heart attacks, and strokes.
Bank of England, and is now a ten- The same thing is happening with those things are up in the air. It di- will continue to increase psychiatric It also lowers earnings decades later.
ured professor of economics at Dart- minishes the prospects for striking Is unhappiness among the young a admissions.
mouth College in New Hampshire. Photograph by DAVID DEGNER out on your own. uniquely American phenomenon? In the past, people invested in Thanks, David. B
 32 BARRON’S October 30, 2023

THE EC ONOMY
It takes a federal-funds rate equal to or above
nominal GDP to slow the economy. The current
rate target is 0.75 percentage point below.

Does the Fed Believe

balance trimmed a tiny 0.1 percentage flation would make the interest-rate
point to round out the GDP tally. policies from the mid-1980s to the
The point is that while 4.9% GDP mid-1990s, when rates were kept at or
growth is great, 3.6% growth in do- above nominal GDP, more appropriate.

in Fairy Tales? Its

mestic final sales excluding inventory By contrast, interest rates in the infla-
and trade swings is merely good. tionary period from the late 1960s
The real value of the GDP report is through the 1970s were kept below
in what it implies for the quarter nominal GDP, writes Martin Barnes,

Forecasts Suggest So
ahead, writes Steven Blitz, chief U.S. former chief economist of BCA Re-
economist for TS Lombard. For the search, in the November Bank Credit
final three months of the year, he sees Analyst.
growth slowing to a 1.5% annual rate

T
as fiscal policy’s tailwind abates and he disinflation era began
the Fed’s rate hikes begin to bite. when Paul Volcker was

T
In nominal terms, unadjusted for named Fed Chairman in
he U.S. economy America economists David Doyle and inflation, the U.S. economy grew at an 1979. By the end of 1980, the
has something in Neil Shankar. We were spending on 8.5% annual rate in the latest quarter, Fed had boosted the fed-funds rate to
common with base- experiences, like Taylor Swift and Be- including 3.5% growth in the so-called 22%, far above the 12.4% inflation rate,
ball’s World Series, yoncé concerts, including travel, hotels, GDP price deflator. Measured from a resulting in a deep recession but usher-
which finally got and of course, the merch. But they year ago, nominal GDP grew at a still- ing in a multidecade period of disinfla-
under way on Oct. noted that the splurge came out of sav- steamy 6.3% annual rate. tion.
27. The series pits ings, as real disposable spending con- With nominal GDP growing at the That changed after what Barnes
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two good, but not great teams against BY RANDALL tracted for three consecutive months fastest rate since the mid-1980s, the termed the Great Financial Recession,
each other: the Texas Rangers and the W. FORSYTH through August. Fed should be looking to raise its pol- which he dates from 2007 to 2020. The
Arizona Diamondbacks, who made it Residential construction added just icy rate further, says Joseph Carson, Fed kept short-term rates at zero from
to the Fall Classic by parlaying their 0.1 percentage point to the third-quar- former chief economist for Alliance- 2010 to 2015 while nominal GDP aver-
Wild Card finishes through the post- ter tally, while the contribution from Bernstein. While the FOMC is certain aged 4%. But inflation remained sur-
season playoffs to their respective nonresidential business investment to stand pat this week, “history shows prisingly subdued owing to moderate
league championships. was nil—the weakest showing since it takes a fed-funds rate equal to or growth and wage pressures kept in
Good, but not great, also describes the third quarter of 2021. Government above nominal GDP to slow the econ- check by workers’ worries about job
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the initial estimate of third-quarter spending kicked in 0.8 percentage omy, and the current target is still security.
gross domestic product, which point. Together, those components [0.75 percentage point] below” the Central banks talk tough about
showed a 4.9% seasonally adjusted comprise domestic final sales and total year-over-year rate, he wrote on his getting inflation back to 2% “but talk
annual rate of increase, after adjusting 3.6 percentage points. Another 1.3 LinkedIn blog. is cheap, especially when economic
for inflation. That topped the consen- percentage points came from inven- The economy’s current growth and growth is holding up better than ex-
sus of economists’ forecasts, which tory accumulation, while the trade Fed policy makers’ intent to lower in- pected,” Barnes writes.
called for a robust showing in the The Fed’s forecast of a soft landing
low-4% range, and more than twice in 2024 and median expectations for
the 2.1% pace in the second quarter. 2025 of 2.2% inflation, real growth of
Still, the latest quarter’s results 1.8%, and a 3.8% fed-funds rate is a
were boosted by certain factors not “fairy tale outcome,” Barnes writes.
likely to be repeated, and others that He suspects the inflation target will
might detract from growth. Moreover, give way and a new 3% to 4% inflation
the data show that, while the Federal range will be tolerated eventually.
Open Market Committee is certain to Moderately higher inflation might
hold interest rates steady at this com- be welcomed in some quarters, espe-
ing week’s policy meeting, inflation cially by heavily indebted govern-
remains well above its 2% target. ments happy to see the real burden of

Erin Clark/Boston Globe/Getty Images

Rather than the cuts the interest-rate their debts eroded. But he thinks the
markets are pricing in for 2024, an- Consumer spending bond market and the public won’t
other increase would be justified in was boosted in the have much tolerance for inflation
third quarter by
the absence of substantial further one-off items, in- above 5%, which would leave little or
progress toward that goal. cluding tickets to no real return from long-term Trea-
Taylor Swift con-
More than half of third-quarter certs and related
suries. “From an investment perspec-
growth came from consumer spending, “merch” purchases. tive, I am happy to reside in short-du-
which accounted for 2.7 percentage Many of these out- ration fixed-income assets until
lays won’t be re-
points of the 4.9% GDP tally, according peated in the fourth economic risks subside,” Barnes con-
to a breakdown by Macquarie North quarter. cludes. B
 October 30, 2023 BARRON’S 33

MARKET WEEK
Oct. 23 through Oct. 27, 2023

International Trader P. 36 Charting the Market P. 39

Striking Price P. 37 Winners & Losers P. 40
Inside Scoop P. 38 Market View P. 41
13D Filings P. 38 Statistics P. 42
Power Play P. 38

MARKET PERFORMANCE DASHBOARD

Dow Jones Industrials S&P 500 Nasdaq Composite Communications Services Select Sector SPDR

32,417.59
52-wk: -1.35% YTD: -2.20% Wkly: -2.14%
4117.37
52-wk: +5.54% YTD: +7.24% Wkly: -2.53%
12,643.01
52-wk: +13.88% YTD: +20.80% Wkly: -2.62%
$63.09
52-wk: +28.68% YTD: +31.46% Wkly: -5.16%

4%

As Good as It Gets? Big Tech Bounce

A first estimate on Thursday showed that A postearnings jump from Amazon.com
the U.S. economy grew at a rate of 4.9% in stock lifted a broad group of growth
2
the third quarter, driven by strong consumer stocks on Friday. The Nasdaq Composite
spending. The Dow industrials lost 0.8%. rose to end a losing week.

0
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

-2
Closing the Short Earnings Volatility
Bond yields pulled back on Monday, The S&P 500 snapped a five-day losing
boosting shares of growth-oriented streak on Tuesday amid a deluge of third-
firms. Pershing Square’s Bill Ackman quarter results. Alphabet stock dropped -4
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

said his firm had closed its bearish precipitously on Wednesday after
bets against long-term bonds. reporting the prior evening.

-6
Monday Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics

T
he stock market the previous one, a theme that repeated clues as to how long they will stay

THE TRADER can’t sustain a

rally—and that’s
a bad omen as the
itself again. This persistent selling indi-
cates that the market has waning confi-
dence in the economy, in earnings, and
high when the central bank meets on
Tuesday and Wednesday.
And for good reason. The higher
selloff gathers in what stocks are really worth. rates remain, the more economic and
speed. “Sentiment has turned,” says Jay profit growth should slow as tighter
The S&P 500 Woods, chief global strategist at Free- policy hits the economy with a delay.

A Stock index fell 2.5% this past week, while

the Nasdaq Composite declined 2.6%,
BY JACOB
SONENSHINE
dom Capital Markets. “Things are
starting to show breakdowns. That
That makes investors—and compa-
nies—doubt even good news coming

Market and the Dow Jones Industrial Average

dropped 2.1%. That puts the S&P 500
and Nasdaq in correction territory,
gives me pause.”
Especially now that good news is
bad news once again. The U.S. econ-
from corporate earnings. Meta Plat-
forms (ticker: META) warned on its
third-quarter earnings call that adver-
Haunted with a drop of 10% or more from their
highs of the year.
omy grew at a 4.9% clip in the third
quarter before inflation, which looks
tising sales could slow even as its
earnings and sales easily topped fore-
By Bad The S&P 500 tried hard to rally, just
as it had many times over the past few
to be a sparkling number. Unfortu-
nately, it only reaffirms the Fed’s
casts, causing the stock to drop 3.7%.
Meta isn’t alone. S&P 500 compa-
Omens months, but those bounces have almost
invariably failed. Some of these mini-
resolve to keep interest rates high in
order to cool the economy and infla-
nies that have beaten third-quarter
sales and earnings estimates gained
rallies since the summer have lasted tion. Though a rate hike isn’t ex- an average of just 0.5% after the re-
weeks, only to end at lower levels than pected, investors will be watching for ports, according to Evercore ISI, half
 34 BARRON’S October 30, 2023 October 30, 2023 BARRON’S 35

the five-year average of 1%. Such ho-hum fell to 4.86% from its high of 5.02% this
Vital Signs Industry Action
market reactions to earnings reflect a mar- past Monday morning. That means buyers Friday’s Week’s Week’s Friday’s Week’s Week’s Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
ket that’s still too expensive. The S&P 500 are coming in quickly, sending the price of Close Change % Chg. Close Change % Chg.
trades at some 17 times expected earnings the debt up and its yield down. Those in- DJ Industrials 32417.59 -709.69 -2.14 Barron’s Future Focus 831.60 -28.07 -3.26

per share over the next 12 months. That’s vestors have lots of reason to stay in the DJ Transportation 13556.07 -894.34 -6.19 Barron’s Next 50 2356.81 -80.57 -3.31 Telecommunications 1.58%
DJ Utilities 812.89 +5.74 +0.71 Barron’s 400 907.97 -19.24 -2.07
elevated, considering that higher yields market, which would send the yield even DJ 65 Stocks 10596.53 -322.78 -2.96 Utilities 1.04
Last Week Week Earlier
make future profits less valuable, which lower. According to St. Louis Fed data, the DJ US Market 1001.58 -26.73 -2.60 NYSE Advances 827 732 –0.58 Basic Materials
should weigh on valuation multiples. His- yield is almost 2.5 percentage points above NYSE Comp. 14675.78 -357.53 -2.38 Declines 2,171 2,278

torically, the S&P 500’s multiple should the average annual inflation rate expected NYSE Amer Comp. 4461.57 -120.30 -2.63 Unchanged 60 46 –1.27 Consumer Services
New Highs 42 85
land somewhere in the low teens when the over the next 10 years. That gap, among the S&P 500 4117.37 -106.79 -2.53
–2.12 Financials
S&P MidCap 2326.82 -66.46 -2.78 New Lows 787 559
10-year yield, at 4.84%, is as high as it is biggest since the 2008-09 financial crisis, S&P SmallCap 1068.80 -24.67 -2.26 Av Daily Vol (mil) 3,952.9 3,772.9 –2.16 Consumer Goods
now, according to Evercore. could attract more bond buyers. Nasdaq 12643.01 -340.80 -2.62 Dollar (Finex spot index) 106.58 106.16
–2.52 Industrials
“The yield is, at least in the short term, If that happens, so-called defensive Value Line (arith.) 8310.43 -238.64 -2.79 T-Bond (CBT nearby futures) 109-16 108-15
–2.90 Technology

COMMUNICATIONS SERVICES SECTOR

stuck up here,” says Steve Sosnick, chief stocks, which have underperformed the S&P Russell 2000 1636.94 -43.85 -2.61 Crude Oil (NYM light sweet crude) 85.54 88.75
DJ US TSM Float 40847.04 -1089.86 -2.60 Inflation KR-CRB (Futures Price Index) 285.10 286.01
strategist at Interactive Brokers. 500 this year, would turn into winners. –3.96 Health Care
Gold (CMX nearby futures) 1988.60 1982.50
Investors should hope stocks are stuck, These companies sell products that people –5.83 Oil & Gas

OF THE S&P 500 IN ONE ETF

too. While they’re unlikely to make new buy regardless of the economy, so profits
highs, that’s better than making new lows. hold up when earnings flag in other areas. Source: S&P Dow Jones Indices
That makes them a haven. And defensive Dow Jones Market Data. Care Select Sector SPDR ETF (XLV),
Stock Picks as Bond Yields Peak stocks tend to pay high and stable dividends, That weakness stems largely from the which owns the likes of UnitedHealth
Bond yields are showing signs that they’ve which become more appealing when bond rise in bond yields, so those shares could Group (UNH) and Johnson & Johnson The Technology Select Sector SPDR beating earnings estimates, topping fore-
peaked, which, if it continues, should make yields drop, as tends to occur when the take off if yields keep dropping. In the past (JNJ), is down about the same amount. ETF (XLK), home to names such as Micro- casts in 17 of the last 20 quarters, according Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
many stocks look more attractive. economy weakens or inflation declines. five years, S&P 500 utilities have had been Both sectors tend to gain in months when soft (MSFT) and Alphabet (GOOGL), has to FactSet, and has grown annual sales at
The yield surge, fueled by expectations Utilities are poster children for this dy- negatively correlated to the 10-year yield, the 10-year yield drops. outperformed the S&P 500 this year be- about 11% in the past four years. That’s why
cause excitement over advances in artificial “we remain buyers ahead of ON’s print on
An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
that the Fed will keep rates high, has been namic. The Utilities Select Sector SPDR notes Citi, which means that when the yield Tech is a different story. The sector is the prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
spectacular. The yield on 10-year Treasury exchange-traded fund (XLU), home to utili- falls, utility stocks rise. most negatively correlated to the 10-year intelligence has raised expectations for those Oct. 30 and reiterate our Overweight rating prospectus carefully before investing.
debt briefly edged past 5% this week, a ties such as Duke Energy (DUK) and Do- Consumer staples and healthcare have yield, so declines tend to make tech stocks companies’ profits. But the rally has recently and $130 price target,” writes Wells Fargo All ETFs are subject to risk, including possible loss of principal. Sector ETF products are also subject to sector risks and non-diversification risks, which generally
multidecade high, from a summer low of minion Energy (D), is down almost 17% for a similar story. The Vanguard Consumer jump. Investors often buy fast-growing techs taken a breather. The fund is down from the analyst Gary Mobley. results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
just under 3.7%. the year, versus double-digit S&P 500 gains. Staples ETF (VDC), home to Procter & because of expected future earnings—and record high it hit over the summer. It may be Meanwhile, the China issue isn’t as dam- The S&P 500 is an index of 500 common stocks that is generally considered representative of the U.S. stock market. You cannot invest directly in an index.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

A few factors make it look as if yields That puts the sector on pace for its worst Gamble (PG) and Coca-Cola (KO), has lower yields on long-dated debt boost the time to buy: Give all four sectors a look. aging to ON as to others. Chips for electric ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
could head lower. First, the 10-year yield annual underperformance on record, says fallen about 6% for the year. The Health discounted value of those earnings. vehicles and consumer electronics, a signif-
The Case for ON Semiconductor icant portion of ON’s sales, weren’t re-
Chip stocks have gotten crushed—and stricted. “ON is not impacted by the ban,”
shares of ON Semiconductor (ON) are no
exception. It’s cheap now, and could pop if
it beats earnings expectations on Monday.
says Deutsche Bank analyst Ross Seymour.
Nor is the company as exposed to
industrials as TI. ON gets almost half of
   TO ADVERTISE, CALL 1-800-366-3975

ON stock is down about 25% to a recent its revenue from the auto industry. Those
BUSINESS OPPORTUNITIES
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

$81.16 from its record high this summer, a products are higher priced, and ON says
victim of tech weakness and concerns over it expects annual sales to grow in the high To advertise in Barron’s classifieds, TEXAS OIL LEASES FOR SALE
export curbs to China. The plunge was com- teens in these segments. It’s a big reason SHACKELFORD & SCURRY COUNTIES TEXAS
pounded by a chip selloff on Wednesday analysts project revenue growth of about call 1.800.366.3975 or email 9000 PRIME LEASEHOLD ACRES
PROVED RESERVE 1.0MM BBL

POCKET MONEY
after Texas Instruments (TXN) missed 12% annually from the start of 2023 [email protected] NON-PRODUCING 2.4MM BBL
UNDEVELOPED 3.6MM BBL
sales forecasts and reported weak demand through 2026, when sales could hit $11.7 PROBABLE .6MM BBL
from industrial customers. That hit all semi billion. These chips are more profitable, TOTAL RESERVES 7.6MM BBL
stocks—iShares Semiconductor ETF too, and analysts expect gross margins [email protected] | (813) 467-7119

(SOXX) fell 4%—and ON, which sells to to rise to over 50% by 2026, which could

GE T THE TOOL S , INSIGHTS some of TI’s customers, dropped 4.6%.

Despite all of that, ON’s earnings call on
mean close to 16% annual bottom-line
growth through that year.
Monday provides a chance to rebut those Combine that with stock buybacks and
AND EXCLUSIVE CONTENT N SMALL SPACES.
SCE A
concerns. “Longer term, ON is on a much EPS could grow almost 18% a year to $8.48
better road map in terms of the demand by 2026. ON plans to use about half of its
E BIG OPPORTUNITIES.
WITH THE MARKETWATCH APP. CO D
outlook,” says Mizuho analyst Vijay Rakseh. cash flow for repurchases, which is achiev-
TH

G EATPP
“No reason why it shouldn’t be a buy.” able, given that it will probably slow long-
The short term is the problem right now, term investments such as new equipment.
and earnings could be the solution. Ana- The growth—and evidence of it in up- Barron’s Classifieds is where our readers discover
lysts project third-quarter sales of $2.15 coming earnings—should drive the stock opportunities in real estate, business investments,

THE
billion and earnings of $1.34 a share. Both higher. It trades at under 15 times EPS esti- corporate aircraft, yachts, fine cars and so much
would be slightly lower than during the mates for the coming 12 months, below its more.
same period a year ago, mostly due to a peak for 2023 of just over 20 times. It trades For information on advertising, call 1.800.366.3975
decline in consumer-related chip sales. ON, at less than the S&P 500’s 17 times, and it’s or email [email protected]
though, said on its second-quarter earnings expected to grow EPS faster than the index.
call that forward guidance, which analysts “ON is relatively cheap,” says Laffer Tengler
use to configure estimates, was conserva- Investments analyst John McGinn, whose
@2023 DOW JONES & COMPANY,INC. ALL RIGHTS RESERVED. 4E6063 tive because of the economic picture. firm is considering buying shares. We
The good news: ON has a track record of recommend doing the same. B
 36 BARRON’S October 30, 2023

INTERNATIONAL TRADER
Graphite Is China’s
New Trade Weapon
BY CRAIG MELLOW are in the pilot stage. Australian-listed
Syrah Resources (ticker: SYR.Australia),

C
hina just pulled out some heavy controls a large mining complex in Mo-
artillery in the global tech cold zambique and is building a processing
war, though it hasn’t fired just plant in Louisiana. (Its shares jumped
yet. 40% on China’s announcement.)

Mentor the Next If you thought lithium was the biggest

component in a lithium-ion electric-vehicle
battery, you’d be wrong. That distinction
Vianode, a Norwegian outfit part-
owned by Norsk Hydro (NHY.Norway),
promises to make synthetic graphite while

Generation of
goes to graphite. This humble element, cutting C02 content by 90%. That’s likely
better known to many from No. 2 pencils, to cost a lot more than the Chinese model,
is the basis of the anode, or negative pole, Kavanagh predicts.
of EV batteries, accounting for up to half Graphite prices have actually fallen
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Business Leaders
of their weight. More than 90% of anode- lately as China ramped up synthetic pro-
ready graphite is produced in China. duction while its economic troubles damp-
Beijing called attention to this fact on ened domestic EV demand, says Kien
Oct. 20, a few days after the U.S. ratcheted Huynh, chief commercial officer at Alkemy
up controls on semiconductor exports to Capital Investments, which focuses on
China. Graphite sales from China will energy-transition metals. “My response
require a license as of Dec. 1. to this news is the Chinese are trying to
Investing in Education, a program from Barron’s Group, President Xi Jinping’s government return some pricing power,” he says.
provides students with complimentary access to Barron’s
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

slapped similar restrictions this summer China needs to consider that past trade
on two rare-earth metals common in elec- weaponizations have produced a response,
and MarketWatch digital content and experiential tronics manufacturing, gallium and ger- eventually, says Marko Papic, chief strate-
learning resources thanks to our donors’ involvement manium. Gallium prices have jumped by gist at the Clocktower Group. Beijing cur-
half since then, data provider Argus re- tailed rare-earth exports to Japan over a
at more than 100 colleges, universities, and high ports. A graphite squeeze could have a territorial dispute for a few months in
schools nationwide. stronger impact still, says Ross Gregory, 2010. Since then, its share of rare-earth
a partner at Korea-based consultant New production has slumped from 90% to 70%
Electric Partners. “Rare earths was a flesh as customers devised alternatives.
If you would like to promote financial proficiency and wound,” he says. “Graphite would cause An all-out graphite squeeze would also
philanthropically support a school of your choice, some internal bleeding.” affect a range of basic industries that use
Graphite can either be mined or derived the element, with blowback for China’s
please get in touch with [email protected] synthetically from petrochemicals. Syn- already struggling economy. Instead, Bei-
to learn more on how to get involved. thetic production is more common and jing will look to “pick and choose who
theoretically easier to replicate. But the wins and loses” from access to its graphite,
pollution and carbon footprint involved Papic thinks.
can negate the underlying purpose of go- No prize for guessing who the intended
ing green. “You’ll never see China’s huge losers could be. “This could severely affect
blast furnaces in Western countries be- U.S. auto makers as they shift from inter-
cause of the environmental impact,” says nal combustion to EVs,” Gregory says.
Tom Kavanagh, the editor of Argus Battery That’s a less-than-ideal backdrop for
Materials. Chinese foreign minister Wang Yi, who
Graphite reserves are spread more landed in Washington on Thursday.
evenly around the globe, with Brazil “Neither side is interested in funda-
and Turkey among the leaders. China mentally changing their own behavior for
accounts for 80% of mine production, a ‘tech peace,’ ” says Scott Kennedy, senior
however. Virtually all of the rest heads to advisor in Chinese economics at the Center
© 2023 Barron’s Group & Dow Jones & Company, Inc. All rights reserved. 2EIIE6120 China for processing. Competing projects for Strategic and International Studies. B
 October 30, 2023 BARRON’S 37

T H E ST R IKING PRIC E Barrons.com/xxxxxxxxxx

How to Bet on Eli Lilly’s Equity Options

CBOE Volatility Index The Equity-Only Put-Call Ratio

Promising Obesity Drug VIX Close VIX Futures

32
Put-Call Ratio S&P 500 Index
312
287
262
237
25
212
BY STEVEN M. SEARS mium) or adjust the put position to avoid 187
assignment.

T
162
he world is politically and eco- Eli Lilly’s stock is trading in an interest- 18
137
nomically combustible, but most ing technical pattern. Shares have curled 112
people probably agree on this: lower after an historic rally, and appear to 87
You can never be too thin, or be poised to test technical support. The 11 62
too rich. stock has done this a few times in the past, N D J F M A M J J A S O N D J F M A M J J A S O
Almost everyone, everywhere, would and each time investors have taken advan- Daily Values Source: CBOE Source: McMillan Analysis Corp.
like to lose 10 pounds and make more tage of the weakness.
money. That health and wealth statement The key difference between now and
seems glib at a time when the world is dan- then is that the macro-market picture is SPX Skew NDX Skew
gerously chaotic, but it has an enduring dramatically different. So, anyone who Implied volatility % Implied volatility %
quality that withstands even the current considers the Eli Lilly trade is ultimately 13% 11%
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

fears about the world. Our early Septem- expressing a view that the obesity drug 12
ber observation that the world was experi- thesis is so robust that it can withstand 10
11
encing a rare “plastic moment” in human whatever struggles emerge in the broad 9
affairs has unfortunately proved to be true. market. 10
Since then, stocks have plunged and Eli Lilly has stock specific risks, of 9 8
the Cboe Volatility Index, or VIX, has course. Shares are up some 53% this year, 8
7
surged as fears abound that the Middle sharply outperforming the stock market.
7
East’s problems could trigger World War The stock is trading at an extreme earnings 6
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

6
III. multiple, which will be tested when Eli Lilly
If that happens, and the world order reports third-quarter earnings on Nov. 2. 5 5
that was established after WWII breaks, The company’s earnings report, and espe- N D J F M A M J J A S O N D J F M A M J J A S O
chaos will likely envelope the markets. cially any comments about what investors Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy

But, even then, people will likely still agree can expect in the future, will undoubtedly Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference between the implied
volatility of puts and calls that are 10% out of the money and expire in three months. Higher readings are bearish.
that you can never be too rich or too thin. test investor enthusiasm for obesity drugs.
The caveat to all that, of course, is that During the past 52 weeks, Eli Lilly’s
widespread famine or a nuclear disaster stock has ranged from $309.20 to $629.97. Week’s Most Active
does not emerge from the current conflicts. Despite the stock-specific risks, the Eli Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio

Anyone who agrees with the rich-thin Lilly cash-secured put trade is a reason- Textainer TGH 8111 5344 2767 188 0 43.1
CEL-SCI CVM 8861 6308 2553 532 98 16.7
thesis can try monetizing the idea by sell- able wager for investors who are having VNET VNET 49012 4627 44385 3956 93 12.4
ing cash-secured puts on Eli Lilly (ticker: a hard time sitting still as the world TransUnion TRU 16156 5095 11061 1540 85 10.5
LLY). convulses. Endeavor EDR 92839 86445 6394 9396 36 9.9
Mattel MAT 61755 48297 13458 7012 30 8.8
The pharmaceutical company’s Moun- We continue to believe, as averred in Calix CALX 14275 10326 3949 1700 14 8.4
jaro diabetes drug is expected to soon be recent weeks, that there is great merit in BioVie BIVI 5582 5020 562 708 100 7.9
approved to treat obesity. Some analysts watching global affairs from the safety of American Electric Power AEP 70600 68539 2061 10100 89 7.0
Greenbrier Companies GBX 5785 2044 3741 824 17 7.0
are so excited about the prospects that they high-yielding bonds without increasing
ImmunityBio IBRX 21137 11418 9719 3372 80 6.3
are sharply raising Eli Lilly’s stock price equity risk. But we know that many inves- Netgear NTGR 16421 11835 4586 2748 81 6.0
targets in anticipation of extraordinary tors are struggling to be patient, just as Stride LRN 16647 11099 5548 2844 1 5.9

earnings growth. many people struggle to exercise and eat Thermo Fisher Scientific TMO 94080 15643 78437 16288 56 5.8
Mr. Cooper COOP 10847 8805 2042 1968 12 5.5
With Eli Lilly’s stock at $560.48, inves- well in a culture that favors easy solutions Spotify Technology SPOT 157145 85591 71554 28888 34 5.4
tors could sell the November $500 put for and constant motion. Vertiv VRT 203152 73295 129857 40176 72 5.1
about $5.10. If the stock is above the strike It is perhaps better to exercise, eat well, Celestica CLS 39708 28412 11296 8052 80 4.9
take-Two Interactive TTWO 88491 76392 12099 18024 94 4.9
price at expiration, investors can keep the and drink less alcohol, but many doctors Pentair PNR 20076 18293 1783 4228 68 4.7
put premium. complain that patients often prefer to pop
If the stock price falls below the strike pills or get shots rather than do the hard This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the unusually heavy trading in these options might be a predictor of
corporate activity – takeovers, earnings surprises, earnings pre-announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In
price, investors must buy the stock at an work. Pharmaceutical treatments for obe- short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to their usual pricing levels. Furthermore, many of these
situations may be rumor-driven. Most rumors do not prove to be true, so one should be aware of these increased risks if trading in these names
effective price of $494.90 (strike less pre- sity is thus potentially huge. B Ratio is the Tot Vol divided by Avg Tot Vol. IV %ile is how expensive the options are on a scale from 0 to 100. Source: McMillan Analysis
 38 BARRON’S October 30, 2023

IN SIDE SC OOP
Southwest Gas shares are down POWER PLAY
about 8% so far this year.

Increases in
VF Activist
Holdings Sees Stock
Frontier’s Largest Investor Algonquin Power &
Utilities (AQN) Doubling
Keeps Buying Up Stock
Starboard Value raised its inter-
est in the Canada-based electricity
utility to 60,939,000 shares. Star- BY CARLETON ENGLISH

N
board bought 7,393,000 Algonquin
Power shares at prices ranging orth Face parent VF
from $5.30 to $7.56 each from Aug. Corp will face extra
BY ED LIN Ares Management has been a 30 through Oct. 18. Following the scrutiny when it posts

F
steady buyer of Frontier stock since fresh investment, Starboard holds fiscal-second-quarter
rontier Communications March. So far this year, It has paid 8.8% of Algonquin Power’s trad- earnings on Monday.
stock has lost about a third more than $75 million for 3.7 million able stock. In July, Starboard ad- While North Face
of its value so far this year, shares, an average price of $20.31 Frontier Communi- dressed a letter to Algonquin’s jackets are ubiquitous
but the communications each. Ares’ latest purchase was on cations stock has board and management stating on the streets and on the slopes, VF
company’s largest investor Oct. 18, when it paid $2.8 million for slid in 2023. Its they should seek a sale of Algon- stock (ticker: VFC) has plunged
continues to buy up shares. 150,000 shares, an average price of largest investor, quin’s renewable-energy unit, with about 75% over the past two years.
Frontier stock (ticker: $18.93 each. According to a form it Ares Management, proceeds channeled toward debt That underperformance has made
FYBR) is off its lows so far in 2023, filed with the Securities and Exchange bought more than reduction and repurchases. Star- the apparel maker a target of two
but it has struggled to build upward Commission, Ares now owns 38.9 $75 million worth board also feels that Algonquin activist investors, Legion Partners
momentum. Frontier emerged from million Frontier shares. It remains of stock since owns a “hidden gem” in its water and Engaged Capital.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

bankruptcy in 2021, focused on con- Frontier’s largest shareholder with March. utility subsidiary, as such utilities Legion Partners declined to dis-
verting its legacy telecom network to a stake of nearly 16%, according to “trade at massive premiums” to cuss its VF investment. Engaged
modern fiberoptics. But the stock es- S&P Global Market Intelligence. either electric or gas counterparts. discussed its VF Corp stake in a
sentially traded sideways until this Ares didn’t immediately respond Given that, Algonquin should trade 26-page presentation earlier this
year, when a decisive slide set in. With to a request for comment. at higher multiples over rivals that month. Engaged is encouraged by
shares in the red, Barron’s recom- In response to Jana’s investment, don’t possess water utilities. If that recent management changes at the
mended buying Frontier stock in July. Frontier has said that its board and premium doesn’t materialize, Al- company, and would like to see VF
This script changed earlier this management “are focused on driving gonquin can sell its water utility, cut costs by $300 million, divest
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

month, when activist investor Jana long-term value for our shareholders, providing additional liquidity to noncore assets, and make changes
Partners disclosed that it had invested employees, and customers and con- expand proposed repurchases. to the board. With these changes,
in Frontier, and planned to push for tinue to take actions that enable us Shares have lost about a quarter Engaged believes that VF stock
the sale of the company. to deliver on this objective.” B of their value in 2023. could trade in the mid-$40s within
three years, more than double
Nano Dimension (NNDM) recent trading levels.
Anson Funds Management Expectations for VF’s quarterly
acquired 2,002,000 American earnings have been tempered. The

Activist Holdings the gas utility. Corvex intends to en-

gage Southwest Gas’ board about
ways to “unlock value” of Southwest
depositary receipts of the indus-
trial 3-D printing technology firm,
pushing its Nano Dimension stake
company is expected to post a
fiscal-second-quarter profit of $255
million, or 65 cents per share, down
Southwest Gas Holdings Gas Corp., the firm’s regulated gas to 7.6%. Anson Funds bought 10% from the year-ago quarter,
(SWX) unit. Corvex supports the spinoff of Nano Dimension ADRs from Aug. while revenue is expected to decline
These disclosures are
Corvex Management boosted its Centuri, Southwest Gas Holdings’ from 13Ds filed with
25 through Oct. 24 at prices rang- by 3%, to $3 billion, according to
position in the energy-infrastruc- infrastructure business, but feels the the Securities and ing from $2.73 to $2.85 apiece, analysts surveyed by FactSet. The
ture holding company to 4,153,717 gas utility is undervalued relative to Exchange Commission. giving it 17,926,063 ADRs. Nano fiscal-first-quarter report on Aug. 1
13Ds are filed within
shares. Corvex bought 1,244,696 peers and recent transactions involv- 10 days of an entity’s Dimension failed in its efforts to had been mixed, and “is not reflec-
Southwest Gas Holdings shares ing such assets. Further, Corvex be- attaining more than acquire Stratasys (SSYS) earlier tive of our standards,” said VF
from Aug. 24 through Oct. 23 at lieves that a Southwest Gas’ $2 billion 5% in any class of a this year and faced its own activist Chief Financial Officer Matt Puck-
company’s securities.
prices ranging from $57.18 to capital plan “makes no sense if growth Subsequent changes pressure to refurbish its board. ett in a press release.
$63.95 each. Corvex now holds capital results in a market valuation in holdings or inten- In September, shareholders re- VF said in an email to Barron’s
tions must be re-
5.8% of Southwest Gas’ outstand- less than cost.” Hence, Corvex will ported in amended
elected all of Nano Dimension’s that the company values the views
ing stock. That figure doesn’t in- seek to discuss with Southwest Gas filings. This material is legacy directors, though the CEO of its shareholders, and that under
clude the effect of cash-settled ways to bolster returns on capital, from Oct. 19 through and chairman roles were sepa- new President and CEO Bracken
Oct. 25, 2023. Source:
swaps that add 0.75% economic additional restructuring, and/or the VerityData (verity- rated. Shares have gained about Darrell, who took the wheel on July
exposure to Corvex’s position in sale of Southwest Gas Holdings. platform.com 15% so far this year. 17, the company is taking “immedi-
ate and decisive actions” to improve
its financial performance. B
October 30, 2023 BARRON’S 39
CHARTING THE MARKET
A graphic look at selected stock activity
for the week ended on October 27, 2023
Edited by Bill Alpert
Intel Amazon.com Ford Motor Deckers Outdoor
INTC (NASD) • $35.54 • 0.62 AMZN (NASD) • $127.74 • 2.57 F (NYSE) • $9.96 • -1.68 DECK (NYSE) • $576.37 • 78.78
Reporting better-than-expected profits for its Sep- The web giant earned 94 cents a share in the Withdrawing guidance for the year, after settling with Wall Street forecast September profits of $4.43 a
tember quarter, the chip maker lifted guidance for September quarter, far above the 58-cent con- the auto workers’ union, Ford had weak September- share on sales of $960 million for the Ugg and Hoka
this quarter’s sales,to over $15 billion. sensus. Sales rose 13% to $143 billion. quarter earnings and losses on electric vehicles. maker. It made $6.82 on $1.1 billion in sales.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
42 146 18 587
38 133 16 528
34 120 14 469
30 107 12 410
26 94 10 351
22 81 8 292
Volume in Millions Volume in Millions Volume in Millions Volume in Millions
366 656 646 6
183 328 323 3
0 0 0 0
ON D J F M A M J J A S O ON D J F M A M J J A S O ON D J F M A M J J A S O ON D J F M A M J J A S O
DexCom Meta Platforms Sanofi Marathon Digital Holdings
DXCM (NASD) • $89.29 • 3.32 META (NASD) • $296.73 • -11.92 SNY (NASD) • $43.13 • -8.92 MARA (NASD) • $8.86 • 1.10
Despite fear that weight-loss drugs might slow sales While the parent of Facebook and Instagram grew Saying it will spin out its consumer products, the Bitcoin rose on hopes the SEC will allow ETFs that
of its glucose monitors, DexCom grew quarterly September-quarter revenue 23%, and nearly tripled French drugmaker saw a 2024 earnings drop, after hold the cryptocurrency. That also lifted Bitcoin
revenue 26% and beat profit forecasts by a third. profit to $4.39 a share, it warned on ad sales. flat 2023 earnings of around 8.25 euros a share. miners like Marathon and Riot Platforms.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
142 332 59 22
128 283 55 18
114 234 51 14
100 185 47 10
86 136 43 6
72 87 39 2
Volume in Millions Volume in Millions Volume in Millions Volume in Millions
36 420 26 314
18 210 13 157
0 0 0 0
ON D J F M A M J J A S O ON D J F M A M J J A S O ON D J F M A M J J A S O ON D J F M A M J J A S O
Alphabet Enphase Energy Endeavor Group Holdings SunPower
GOOGL (NASD) • $122.17 • -13.43 ENPH (NASD) • $82.09 • -16.80 EDR (NYSE) • $22.85 • 4.88 SPWR (NASD) • $4.02 • -1.07
Ad sales lifted revenue 11% in the Google parent’s The solar-power electronics maker warned of slow Private-equity firm Silver Lake is prepping a pro- The solar-panel maker will restate 2022 and 2023
September quarter, for EPS of $1.55. But cloud- demand holding December-quarter sales under $350 posal to take the talent agency private, after En- earnings, after concluding that it had overstated its
computing growth slowed to 22%, from 28%. million. Wall Street had forecast $580 million. deavor said it would consider selling assets. parts inventories by $16 to $20 million.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
143 342 27 26
131 289 25 21
119 236 23 16
107 183 21 11
95 130 19 6
83 77 17 1
Volume in Millions Volume in Millions Volume in Millions Volume in Millions
352 52 46 56
176 26 23 28
0 0 0 0
ON D J F M A M J J A S O ON D J F M A M J J A S O ON D J F M A M J J A S O ON D J F M A M J J A S O
The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than
that time period. If the close from the current week is lower than a year ago the graph will be presented in red. If the close from the current week is higher than a year ago then the graph will be presented in green.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.
 40 BARRON’S October 30, 2023

W I N N E R S & LO S E R S
Saturday Inbox: Sign up for the
Market Lab Newsletter every Saturday
at Barrons.com/newsletters

NYSE Biggest % Movers NYSE Most Active NYSE American Most Active Nasdaq Most Active
Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders
Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change
Textainer(TGH) 15537 49.17 +15.02 +44.0 SDCLEDGEAcqn(SEDA) 3222 2656.6 10.72 +0.10 SkyHarbour(SKYH) 365 293.8 5.76 –1.49 Vitru(VTRU) 1365 1099.1 12.64 –1.51
Endeavor(EDR) 45711 22.85 +4.88 +27.2 Textainer(TGH) 15537 1816.3 49.17 +15.02 QuantumFin(QFTA) 165 147.8 10.71 –0.01 Pwr&Digital II A(XPDB) 536 922.9 10.68 +0.01
ArdaghMetalPkg(AMBP) 15275 3.25 +0.63 +24.0 BatteryFutureA(BFAC) 5689 1298.6 10.84 +0.01 M-tronInds(MPTI) 249 116.5 21.09 –5.86 AuroraTechA(ATAK) 401 917.3 10.93 +0.02
CustomersBancorp(CUBI) 1819 39.76 +7.65 +23.8 BlackMountainA(BMAC) 2320 1221.2 10.65 –0.04 ImperialOil(IMO) 3351 51.9 57.65 –2.16 AlphaTimeAcqn(ATMC) 502 871.0 10.69 +0.02
Stride(LRN) 10715 54.44 +9.84 +22.1 EngageSmart(ESMT) 26952 750.9 22.68 +2.48 Espey(ESP) 43 45.1 15.70 +0.44 EvergreenA(EVGR) 480 786.4 11.05 +0.03
WeWork(WE) 10981 2.44 +0.39 +19.0 NaborsEnerA(NETC) 474 627.1 10.92 –0.07 ParkNational(PRK) 279 29.0 100.12 +6.52 IntegralAcqn1(INTE) 465 637.8 10.72 –0.01
GOL Linhas(GOL) 3531 3.13 +0.48 +18.1 Hess(HES) 48275 463.1 143.29 –19.73 ViveonHealth(VHAQ) 57 17.8 11.38 +0.01 OmniLitAcqnA(OLIT) 260 583.8 10.50 –0.17
FTI Consulting(FCN) 1691 215.95 +29.75 +16.0 TransUnion(TRU) 33156 443.2 43.60 –21.52 UraniumEner(UEC) 42974 13.4 5.50 +0.18 InvestcorpEur I A(IVCB) 277 550.7 10.93 +0.02
RentokilInit(RTO) 5284 407.2 25.48 –2.40 BluerockHomes(BHM) 73 11.2 13.42 +0.68 HollysysAuto(HOLI) 8797 524.7 20.42 +1.21
Losers Stride(LRN) 10715 396.4 54.44 +9.84 GranTierraEner(GTE) 1790 10.0 6.18 –0.37 NerdWallet(NRDS) 10110 443.1 9.34 +2.11
Name (Sym) Volume Close Change %Chg.
BarnesGroup(B) 4864 370.2 20.14 –12.45 EVI Industries(EVI) 118 8.2 25.04 –0.76 CalumetSpecialty(CLMT) 2055 413.5 13.01 –3.72
Li-Cycle(LICY) 50628 1.24 –1.03 –45.4 InterContinentl(IHG) 4008 343.2 72.40 +0.62 FriedmanInds(FRD) 172 5.1 9.71 –1.49 Silicom(SILC) 913 404.1 15.00 –7.77
BarnesGroup(B) 4864 20.14 –12.45 –38.2 Bally's(BALY) 5812 267.4 8.65 –0.15 EvansBancorp(EVBN) 47 3.1 25.70 –1.46 SpringValleyII A(SVII) 505 391.2 10.74 0.00
TransUnion(TRU) 33156 43.60 –21.52 –33.0 TrueBlue(TBI) 4083 262.6 10.82 –3.09 SilverCrestMetals(SILV) 6932 –0.1 5.03 –0.02 CapStarFin(CSTR) 848 376.2 15.07 +0.44
ChartIndustries(GTLS) 5918 110.12 –40.19 –26.7 Calix(CALX) 10676 261.5 32.71 –10.55 MAG Silver(MAG) 2840 –5.3 10.68 –0.40 BurTechAcqnA(BRKH) 240 323.6 10.58 +0.02
Calix(CALX) 10676 32.71 –10.55 –24.4 BostonOmaha(BOC) 1756 241.9 14.05 –0.84 CoreMoldingTech(CMT) 382 –8.7 25.76 –1.75 TMT Acqn(TMTC) 107 301.7 10.48 +0.03
Heliogen(HLGN) 218 1.67 –0.51 –23.4 Smith&Nephew(SNN) 16171 241.4 21.64 –0.78 MastechDigital(MHH) 34 –10.9 8.90 +0.05 RevolutionMed(RVMD) 35036 295.3 18.61 –9.36
TrueBlue(TBI) 4083 10.82 –3.09 –22.2 ChurchillVI A(CCVI) 1446 239.9 10.47 +0.02 BattalionOil(BATL) 76 –11.0 6.20 +0.08 AmbrxBio(AMAM) 12465 281.1 10.00 +1.57
Aaron's(AAN) 4023 7.22 –2.06 –22.2 EnovaIntl(ENVA) 2994 231.1 39.83 –6.36 TompkinsFin(TMP) 212 –13.9 49.32 +0.83 Alphatec(ATEC) 23597 280.1 9.55 –2.70
BrookfieldInfr(BIP) 8630 219.5 21.39 –1.83 Southland(SLND) 132 –16.5 5.99 –0.20 SimulationsPlus(SLP) 1431 252.6 33.96 –5.34

NYSE American Biggest % Movers By Share Volume By Share Volume By Share Volume
Winners Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg. Name (Sym) Volume Close Change %Chg.
Name (Sym) Volume Close Change %Chg. FordMotor(F) 442091 9.96 –1.68 –14.4 AultAlliance(AULT) 225037 0.14 +0.00 +1.8 Tesla(TSLA) 585623 207.30 –4.69 –2.2
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Northann(NCL) 708 9.12 +3.12 +52.0 BankofAmerica(BAC) 286244 25.17 –1.14 –4.3 Tellurian(TELL) 143632 0.65 –0.10 –12.8 Amazon.com(AMZN) 394604 127.74 +2.57 +2.1
UnvlSecInstr(UUU) 1326 3.71 +0.77 +26.2 Snap(SNAP) 270900 9.30 –0.14 –1.5 B2Gold(BTG) 53979 3.25 –0.09 –2.7 LumiraDx(LMDX) 373712 0.12 +0.03 +34.5
HNR Acqn(HNRA) 52 12.12 +1.35 +12.5 AT&T(T) 239925 14.82 –0.56 –3.6 Cel-Sci(CVM) 47507 1.21 +0.14 +13.1 Intel(INTC) 292606 35.54 +0.62 +1.8
Amcon(DIT) 2 195.99 +15.49 +8.6 PalantirTech(PLTR) 231550 15.07 –1.04 –6.5 UraniumEner(UEC) 42974 5.50 +0.18 +3.4 Apple(AAPL) 285924 168.22 –4.66 –2.7
ParkNational(PRK) 279 100.12 +6.52 +7.0 Verizon(VZ) 182456 33.44 +1.87 +5.9 DenisonMines(DNN) 34280 1.53 +0.02 +1.3 AdvMicroDevices(AMD) 258507 96.43 –5.38 –5.3
AcmeUnited(ACU) 35 30.40 +1.96 +6.9 Kenvue(KVUE) 168458 18.21 –1.53 –7.8 CamberEnergy(CEI) 23801 0.37 –0.03 –6.9 Alphabet A(GOOGL) 256424 122.17 –13.43 –9.9
TrioTech(TRT) 132 6.87 +0.43 +6.7 NIO(NIO) 165692 7.44 –0.14 –1.8 Cybin(CYBN) 20017 0.62 +0.13 +27.6 Nikola(NKLA) 248968 1.03 +0.01 +1.0
MobileInfr(BEEP) 121 3.70 +0.20 +5.7 Carnival(CCL) 150442 11.13 +0.10 +0.9 Globalstar(GSAT) 16578 1.30 +0.02 +1.6 NVIDIA(NVDA) 223155 405.00 –8.87 –2.1
Vale(VALE) 148165 13.49 +1.08 +8.7 Zomedica(ZOM) 15438 0.16 –0.01 –6.3 AmerAirlines(AAL) 205261 10.92 –0.16 –1.4
Losers Pfizer(PFE) 146204 30.11 –0.54 –1.8 NewGold(NGD) 15217 1.20 +0.13 +12.1 Microsoft(MSFT) 178225 329.81 +3.14 +1.0
Name (Sym) Volume Close Change %Chg.
Newmont(NEM) 121909 38.97 +0.17 +0.4 MatinasBioPharma(MTNB) 14379 0.22 –0.05 –19.1 Alphabet C(GOOG) 177146 123.40 –13.34 –9.8
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Neuraxis(NRXS) 262 2.10 –0.74 –26.1 Nokia(NOK) 119323 3.25 +0.07 +2.2 UniqueFabricating(UFAB) 12745 0.23 +0.02 +10.6 SoFiTech(SOFI) 176096 6.87 –0.50 –6.8
M-tronInds(MPTI) 249 21.09 –5.86 –21.7 GeneralMotors(GM) 116933 27.22 –2.44 –8.2 GoldenMinerals(AUMN) 11742 1.10 –0.80 –42.1 MetaPlatforms(META) 175738 296.73 –11.92 –3.9
MaiaBiotech(MAIA) 5918 1.89 –0.49 –20.6 NuHoldings(NU) 115950 8.01 –0.16 –2.0 GeniusGroup(GNS) 11001 0.69 –0.16 –18.8 CanopyGrowth(CGC) 159283 0.51 –0.01 –1.1
SkyHarbour(SKYH) 365 5.76 –1.49 –20.6 RTX(RTX) 107316 79.16 +6.61 +9.1 RingEnergy(REI) 10366 1.80 0.00 0.0 Comcast A(CMCSA) 141423 39.64 –3.22 –7.5
Polished.com(POL) 417 1.87 –0.44 –18.9 PetroleoBrasil(PBR) 101663 15.33 –0.88 –5.4 Senseonics(SENS) 10009 0.48 –0.03 –5.5 LianBio(LIAN) 141405 3.90 +2.48 +174.6
PalatinTech(PTN) 840 1.96 –0.44 –18.3 BarrickGold(GOLD) 100728 16.33 –0.56 –3.3 EnergyFuels(UUUU) 9645 7.52 –0.16 –2.1 Rivian(RIVN) 127672 16.01 –0.71 –4.2
AeonBiopharma(AEON) 60 4.71 –1.04 –18.1 ExxonMobil(XOM) 98819 105.55 –5.53 –5.0 Ur-Energy(URG) 9090 1.50 –0.05 –3.2 Lucid(LCID) 121948 4.04 –0.24 –5.6
BM Tech(BMTX) 74 2.33 –0.45 –16.2 Citigroup(C) 98496 38.24 –1.44 –3.6 AgEagleAerial(UAVS) 8183 0.11 +0.00 +1.8 Grab(GRAB) 101219 3.03 –0.24 –7.3

Nasdaq Biggest % Movers By Dollar Volume By Dollar Volume

Name (Sym) $ Volume Close Change %Chg.
By Dollar Volume
Name (Sym) $ Volume Close Change %Chg.
Name (Sym) $ Volume Close Change %Chg.
Winners CheniereEnergy(LNG) 883213 166.86 –4.97 –2.9 Tesla(TSLA) 123704739 207.30 –4.69 –2.2
BerkHathwy A(BRK.A) 19375536503375.06–7624.95 –1.5
Name (Sym) Volume Close Change %Chg.
Chevron(CVX) 12302174 144.35 –22.48 –13.5 UraniumEner(UEC) 242738 5.50 +0.18 +3.4 NVIDIA(NVDA) 91559829 405.00 –8.87 –2.1
ForbionEuroA(FRBN) 687 28.44 +18.44 +184.4 ImperialOil(IMO) 179513 57.65 –2.16 –3.6 Microsoft(MSFT) 58285279 329.81 +3.14 +1.0
ExxonMobil(XOM) 10655564 105.55 –5.53 –5.0
ScholarRock(SRRK) 7657 10.34 +2.70 +35.3 B2Gold(BTG) 171505 3.25 –0.09 –2.7 MetaPlatforms(META) 50577517 296.73 –11.92 –3.9
Visa(V) 7975908 229.27 –4.11 –1.8
Travelzoo(TZOO) 1367 6.89 +1.67 +32.0 Tellurian(TELL) 95482 0.65 –0.10 –12.8 Apple(AAPL) 48434324 168.22 –4.66 –2.7
RTX(RTX) 7815755 79.16 +6.61 +9.1
NerdWallet(NRDS) 10110 9.34 +2.11 +29.2 Cel-Sci(CVM) 80351 1.21 +0.14 +13.1 Amazon.com(AMZN) 47641411 127.74 +2.57 +2.1
EliLilly(LLY) 7658820 560.23 –24.41 –4.2
CipherMining(CIFR) 13661 3.32 +0.72 +27.7 EnergyFuels(UUUU) 74205 7.52 –0.16 –2.1 Alphabet A(GOOGL) 32146607 122.17 –13.43 –9.9
ThermoFisher(TMO) 7603693 431.41 –32.95 –7.1
Procaps(PROC) 68 2.79 +0.58 +26.2 DenisonMines(DNN) 53025 1.53 +0.02 +1.3 AdvMicroDevices(AMD) 25089691 96.43 –5.38 –5.3
Hess(HES) 7426459 143.29 –19.73 –12.1
BelFuse B(BELFB) 943 51.33 +10.50 +25.7 Chase(CCF) 50157 126.87 +0.01 +0.0 Alphabet C(GOOG) 22586519 123.40 –13.34 –9.8
BankofAmerica(BAC) 7324175 25.17 –1.14 –4.3
Agilysys(AGYS) 1151 80.46 +16.01 +24.8 AultAlliance(AULT) 47011 0.14 +0.00 +1.8 Netflix(NFLX) 12995456 397.87 –3.09 –0.8
JPMorganChase(JPM) 7303129 135.69 –7.26 –5.1
Losers Mastercard(MA) 6638731 364.08 –20.33 –5.3 EquinoxGold(EQX) 35456 4.61 +0.05 +1.1 Intel(INTC) 9881916 35.54 +0.62 +1.8
Name (Sym) Volume Close Change %Chg. UnitedHealth(UNH) 6255489 524.66 –2.37 –0.4 SilverCrestMetals(SILV) 34700 5.03 –0.02 –0.4 Broadcom(AVGO) 8216921 838.36 –15.27 –1.8
Boeing(BA) 6153669 179.69 –0.35 –0.2 MAG Silver(MAG) 29935 10.68 –0.40 –3.6 Adobe(ADBE) 6720254 508.12 –32.84 –6.1
SightSciences(SGHT) 7948 1.50 –2.18 –59.2
Verizon(VZ) 6112867 33.44 +1.87 +5.9 CentrusEnergy(LEU) 26540 49.62 –2.01 –3.9 Comcast A(CMCSA) 5497802 39.64 –3.22 –7.5
LibertyTripAdvB(LTRPB) 69 10.50 –13.24 –55.8
J&J(JNJ) 5514911 145.60 –7.40 –4.8 ParkNational(PRK) 26068 100.12 +6.52 +7.0 TexasInstruments(TXN) 5461071 143.12 –4.69 –3.2
Spectaire(SPEC) 4663 2.34 –2.63 –52.9
ServiceNow(NOW) 5219064 554.01 +11.50 +2.1 CheniereEnerPtrs(CQP) 24068 54.65 –0.69 –1.2 CoinbaseGlbl(COIN) 5409130 70.78 –3.88 –5.2
2seventybio(TSVT) 12694 2.15 –1.61 –42.8
Alibaba(BABA) 5194388 82.82 +2.88 +3.6 NovaGoldRscs(NG) 21573 3.67 –0.15 –3.9 Costco(COST) 4746846 543.03 –9.90 –1.8
MoneyHero(MNY) 474 1.37 –1.02 –42.7
Coca-Cola(KO) 5156062 55.24 +0.67 +1.2 Globalstar(GSAT) 21447 1.30 +0.02 +1.6 PayPal(PYPL) 4229754 50.39 –3.00 –5.6
Jet.AI(JTAI) 72 1.41 –0.80 –36.2
Procter&Gamble(PG) 5003987 147.16 –0.89 –0.6 GoldenMinerals(AUMN) 20098 1.10 –0.80 –42.1 PepsiCo(PEP) 4165317 159.62 –0.38 –0.2
Bionomics(BNOX) 1231 2.48 –1.33 –34.9
Danaher(DHR) 4817979 187.88 –17.95 –8.7 IvanhoeElectric(IE) 18690 10.61 –0.22 –2.0 T-MobileUS(TMUS) 4158958 140.00 +3.01 +2.2
Silicom(SILC) 913 15.00 –7.77 –34.1

Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer than 5,000 shares or priced under $5.
Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock split or stock dividend amounting to 10% or more. X-Ex-dividend
 October 30, 2023 BARRON’S 41

MARKET VIEW
This commentary was issued recently by
money managers, research firms, and market
newsletter writers. Edited by Barron’s staff.

China on the Mend metal is currently having its best run

since March, right at the same moment
“Greyhounds can run really, really fast. They
The Daily
Gavekal Research that Bitcoin is having its best run since just can’t run really, really fast for very long. In
gavekal.com the first quarter. The fact that both of
these rallies are happening at the same
that sense, we see the economy as having been
Oct. 27: For the past five years or so, moment suggests that investors may be more of a sprinter than a marathon runner in
China has been one disappointment after flocking to nonfinancial system assets
another for equity investors (although not right now, not necessarily to less volatile Q3, and the payback for that effort will come
for government bond investors). It wasn’t
that long ago that global investors genu-
assets (although the behavior of defensive
equities suggests that is probably happen-
in the Q4 data.” Richard F. Moody, Regions Financial

inely cared about Chinese policy shifts and ing, too).

moves in Chinese markets. Today, China —Michael A. Gayed
isn’t even an afterthought. Nonetheless, incomplete source data and prone to Meanwhile, in Congress...
China remains the second-largest economy meaningful revision. Washington Watch
in the world, and most of the recent data ETF Outflows That said, the initial Q3 print is in line BTIG
releases seem to indicate that growth may with the firmer tone, at least on the sur- btig.com
Highlights
have bottomed in the second quarter, and NDR—Ned Davis Research face, of much of the recent economic data,
that the Chinese economy has been on the ndr.com leaving two alternative views of how to Oct. 26: House Speaker Mike Johnson (R.,
mend ever since. The government is also interpret the robust Q3 growth. One inter- La.) supports extending government funding
busy stimulating and injecting fresh capi- Oct. 26: Last week, amid rising Treasury pretation is that the economy is largely until January or April 15 if the appropria-
tal into the domestic economy—even yields, tepid earnings reports, and declin- immune to the effects of higher interest tions bills can’t be passed on time. The gov-
though so far the government’s injections ing equity markets, investors pulled rates and what many for some time saw as ernment is currently funded through Nov. 17,
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have been met with at best lukewarm roughly $3.3 billion from stock and bond an inevitable recession is off the table. The and that remains the nearest deadline to
enthusiasm. ETFs. It was the first week with outflows alternative take is that the burst of growth keep in mind. Johnson has outlined a plan to
In any event, should China prove to be for stocks and bonds together since the in Q3 is unsustainable, largely a function begin voting on the appropriations packages
a catalyst for the stabilization of global week ended on Aug. 18. Prior to that, it of one-off supports that will quickly fade, as soon as possible, but legislating is compli-
equity markets, we would likely see a sig- last occurred as the market bottomed in and that while perhaps less probable than cated, and we will need to see action before
nificant rotation within and between mar- September 2022. had seemed to be the case, recession is we can dismiss shutdown risk. Many have
kets. Non-U.S. markets would outperform Outflows from both stocks and bonds still a possibility in the not-too-distant suggested that Johnson securing all GOP
the U.S., cyclicals and industrials would in the same week is an infrequent, but not future. votes for the speakership suggests there will
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

outperform tech, and yield curves would unusual occurrence. In the past decade, We lean more toward the latter than be a deal on a government funding measure,
likely steepen further. it has happened a little more than two the former interpretation. but that view lacks an understanding of
—Louis-Vincent Gave times per year on average and has func- As anyone who knows the breed can House GOP demands on top-line spending
tioned as an indication of excessive attest, greyhounds can run really, really figures, the political complexity of Ukraine
pessimism. fast. They just can’t run really, really fast funding demands, and/or an appreciation
Hedging With Bitcoin, Gold —Matt Bauer for very long. In that sense, we see the of timelines on Capitol Hill. That said, the
The Lead-Lag Report economy as having been more of a market should look past a government shut-
Lead-Lag Publishing sprinter than a marathon runner in Q3, down, as the risk of default, attached to the
leadlagreport.com Q3 GDP: As Good as It Gets? and the payback for that effort will come debt ceiling, isn’t on the table for this upcom-
Economic Update in the Q4 data. ing fight.
Oct. 27: For the most part, we’ve seen Regions Financial —Richard F. Moody —Isaac Boltansky, Isabel Bandoroff
Bitcoin act more like a growth stock over regions.com
the past several years under more normal
market conditions. The rally we’ve seen in
October, however, looks like something
Oct. 26: The initial estimate from the Bu-
reau of Economic Analysis puts Q3 real
Market Sentiment
Citigroup Panic/Euphoria Model Last –0.10 Euphoria Neutral Panic
different. There’s a fair amount of noise gross-domestic-product growth at an an- 0.6
around the potential approval of a Bitcoin nual rate of 4.9%, slightly ahead of our
exchange-traded fund by the SEC right above-consensus forecast of 4.8% growth. 0.4

now, but when considered in conjunction As we anticipated, consumer spending, 0.2

with other asset classes, I think we’re government spending, and a faster pace of
0
seeing a structural hedge taking place. nonfarm business inventory accumulation
Gold is the one asset along with Bitcoin were the main drivers of Q3 growth, but -0.2
that is telling this story. The precious contrary to our expectations, the initial -0.4
estimate shows a slightly larger trade defi-
-0.6
cit acting as a modest drag on growth. S O N D J F M A M J J A S O
To be considered for this section, material, with That is a perfect segue to our standard The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and sell
signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be higher one year
the author’s name and address, should be sent disclaimer that the initial estimate of GDP later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
to [email protected]. in any given quarter is based on highly Source: Citigroup Investment Research - US Equity Strategy
 42 BARRON’S October 30, 2023

Barron's 50-Stock Average 61 Dow Jones Averages 57 Money Rates, U.S. & Foreign 59 Vital Signs 34

DATA
Cash Track 55 Dow Jones Per Share Values 58 Mutual Funds 55 Week In Stocks 58
Charting the Market 39 Exchange Traded Portfolios 51 N.Y. Stock Exchange 42 Weekly Bond Statistics 60
Coming Earnings 59 Federal Reserve Data Bank 60 Nasdaq National Market 46 Winners & Losers Stocks 40
Conference Call Calendar 60 Foreign Exchange 59 New Corporate Listings 58
Consensus Estimate 59 Gold & Silver Prices 60 New Highs & Lows 61
Delta Tactical Sentiment 59 Gold Mining Index 60 NYSE Half-Hourly Volume 58
Distributions & Offerings 58 Indexes P/Es & Yields 58 Other Market Indexes 57
Dividend Boosts - Reductions 60 Initial Public Offerings 58 Pulse of the Economy 59
Dividend Ex-Payment Dates 60 Investor Sentiment Readings 58 Stock Splits - Special Dividends 60
DJ Averages 57 Key Foreign Market Indexes 50 Stock Volume 58
Contact Us
DJ U.S. Total Market Industry Groups 59 Market Lab 57 Trading Diary 57 For queries, email us at
Statistics from October 23-27, 2023 [email protected]

NEW YORK STOCK EXCHANGE COMPOSITE LIST - NEW HIGHS - NEW LOWS

–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
70.63 27.92 Alteryx AYX ... dd 31.46 –3.48 ... 18.22 13.66 AppleHospREIT APLE 6.4 21 14.93 –0.59 .08 2750.00 2277.88 AutoZone AZO ... 18 2446.17 –42.38 ... 467.95 271.00 Bio-RadLab B BIO.B ... dd 271.00 –46.26 ...
A
7.06 2.01 AlticeUSA ATUS ... dd 2.71 –0.24 ... 164.82 116.94 AppliedIndlTechs AIT .9 16 150.75 –3.11 .35 198.66 153.07 Avalonbay AVB 4.1 25 162.59 –7.02 1.65 42.51 35.83 Birkenstock BIRK ... 41 38.07 –0.63 ...
63.88 41.17 AAR AIR ... 30 56.94 –1.20 ... 48.11 39.07 Altria MO 10.0 8 39.30 –3.41 .98 133.79 92.55 Aptargroup ATR 1.4 29 121.17 –1.05 .41 44.77 27.46 Avangrid AGR 6.1 21 29.07 –1.52 .44 73.98 46.43 BlackHills BKH 5.2 13 48.30 –0.60.625
49.58 37.61 ABMIndustries ABM 2.2 11 39.23 –1.06 .22 10.17 4.08 AltusPower AMPS ... dd 4.84 –0.19 ... 124.88 85.55 Aptiv APTV ... 26 86.01 –5.99 ... 31.99 17.24 AvanosMedical AVNS ... dd 17.81 –0.46 ... 11.79 10.06 BlackMountainA BMAC ... 96 10.65 –0.04 ...
6.62 4.30 ACCO Brands ACCO 6.1 dd 4.89 –0.15.075 17.75 11.26 AmbacFin AMBC ... 1 11.75 +0.22 ... 33.01 23.55 Aramark ARMK 1.6 13 26.67 +0.34 .11 25.25 17.60 Avantor AVTR ... 33 17.83 –2.71 ... 5.75 3.17 BlackBerry BB ... dd 3.41 +0.04 ...
10.72 6.62 AcresCmclRlty ACR ... dd 7.38 +0.22 ... 3.24 2.40 Ambev ABEV 4.5 14 2.44 –0.02.1457 17.74 10.10 ArborRealty ABR 13.1 7 12.60 –1.40 .43 195.95 158.93 AveryDennison AVY 1.9 29 170.54 –3.33 .81 785.65 596.18 BlackRock BLK 3.3 17 598.08 –16.755.00
5.75 0.63 ADC Therap ADCT ... dd .70 –0.13 ... 12.78 8.45 Amcor AMCR 5.7 12 8.66 +0.15.1225 32.49 21.14 ArcelorMittal MT ... 4 22.14 +0.47 ... 44.74 27.65 Avient AVNT 3.3 cc 31.18 –0.85.2575 2.37 1.10 BlackSkyTech BKSY ... dd 1.28 ... ...
10.10 4.89 ADT ADT 2.5 dd 5.69 –0.56.035 31.00 15.79 AmerantBncpA AMTB 2.0 9 17.63 +0.41 .09 175.10 102.42 ArchResources ARCH .7 4 152.92 +3.18 .88 45.29 30.53 Avista AVA 5.8 17 31.83 +0.33 .46 116.78 71.72 Blackstone BX 3.7 54 89.61 –4.81 .80
92.16 72.48 AECOM ACM 1.0 79 74.81 –3.17 .18 92.44 69.71 Ameren AEE 3.3 18 75.38 –0.95 .63 7.49 1.62 ArcherAviation ACHR ... dd 4.45 –0.42 ... 33.68 22.12 AxaltaCoating AXTA ... 25 25.42 –0.39 ... 25.82 16.61 BlackstoneMtg BXMT12.8 17 19.45 –0.69 .62
29.89 11.43 AES AES 4.5 dd 14.75 +0.92.1659 68.75 25.49 Ameresco AMRC ... 28 27.26 –2.28 ... 98.28 69.31 ADM ADM 2.6 10 70.04 –2.81 .45 51.46 33.15 AxosFinancial AX ... 6 34.85 –1.00 ... 2.57 0.53 BlendLabs BLND ... dd 1.20 –0.03 ...
82.03 60.20 Aflac AFL 2.2 10 76.49 –1.09 .42 23.07 16.00 AmericaMovil AMX 2.1 11 16.71 –0.12.1967 13.79 7.24 Archrock AROC 5.0 30 12.51 –0.20 .155 13.87 3.82 Azul AZUL ... dd 7.59 +0.25 ... 44.83 28.83 BlockHR HRB 3.1 11 40.91 –2.34 .32
145.53 109.81 AGCO AGCO 1.0 7 110.64 –2.56 .29 29.73 16.04 AmericanAssets AAT 7.5 24 17.71 –0.27 .33 11.47 6.73 ArcosDorados ARCO 2.1 11 9.12 –0.11 .04 89.97 38.91 Block SQ ... dd 40.02 –3.96 ...
B
7.05 4.58 AG Mortgage MITT16.3 9 4.90 –0.06 .08 11.19 6.61 AmericanAxle AXL ... 19 6.83 –0.25 ... 79.38 52.04 Arcosa ACA .3 12 66.97 –1.64 .05 26.55 9.68 BloomEnergy BE ... dd 9.78 –1.53 ...
25.80 3.60 a.k.a.Brands AKA ... dd 7.28 –0.55 ... 18.41 9.95 AmerEagle AEO 2.3 17 17.39 –0.06 .10 36.13 14.33 ArcusBiosci RCUS ... dd 14.33 –1.79 ... 2.29 0.99 Bark BARK ... dd 1.03 ... ... 14.32 11.31 BlueOwlCapital OBDC10.1 6 13.03 –0.36 .33
80.74 7.05 AMC Ent AMC ... dd 9.15 +0.07 ... 54.44 28.05 AmerEquity AEL .7 10 52.77 –0.38 .36 5.90 2.57 ArdaghMetalPkg AMBP12.3 28 3.25 +0.63 .10 16.68 7.20 B&G Foods BGS 8.8 dd 8.61 +0.14 .19 14.04 9.41 BlueOwlCapital OWL 4.6 cc 12.23 –0.14 .14
129.04 72.10 AMN Healthcare AMN ... 10 75.70 +1.95 ... 182.15 138.77 AmerExpress AXP 1.7 13 141.31 –0.26 .60 19.41 11.59 ArdmoreShipping ASC 5.4 3 13.99 +0.86 .19 48.38 36.15 BCE BCE 7.9 19 36.65 –0.28.7243 40.93 16.75 BluegreenVac BVH 2.5 9 31.65 –0.57 .20
37.72 4.17 AMTD Digital HKD ... 19 4.19 –0.41 ... 150.98 105.22 AmericanFin AFG 2.6 11 107.41 +0.43 .71 10.79 9.01 AresAcqnA AAC ... dd 9.75 –1.01 ... 3.72 1.68 BEST BEST ... dd 2.26 +0.13 ... 98.33 61.48 BlueLinx BXC ... 5 69.31 –2.05 ...
2.56 0.70 AMTD IDEA AMTD ... 1 .76 –0.36 ... 37.97 28.79 AmHomes4Rent AMH 2.8 32 31.49 –2.20 .22 10.37 10.10 AresAcqnII A AACT ... ... 10.29 +0.01 ... 16.02 8.85 BGSF BGSF 6.4 12 9.31 +0.01 .15 10.46 9.71 BluescapeOppsAcqn BOAC ... 45 10.03 +0.02 ...
11.20 10.19 AP Acqn A APCA ... 81 11.01 +0.01 ... 64.88 45.66 AIG AIG 2.4 10 59.53 +0.01 .36 12.75 7.52 AresCommRealEst ACRE14.8 dd 8.89 –0.35 .33 71.52 46.92 BHP Group BHP 5.9 11 57.19 +2.34 1.60 243.10 139.52 Boeing BA ... dd 179.69 –0.35 ...
3.87 2.35 ARC Document ARC 7.2 10 2.79 –0.15 .05 31.59 11.86 AmRltyInv ARL ... 1 12.01 –1.31 ... 112.15 66.04 AresMgmt ARES 3.1 62 100.84 –1.36 .77 139.50 68.30 BILL BILL ... dd 89.52 –11.48 ... 112.58 59.32 BoiseCascade BCC .9 6 92.97 +1.81 .20
9.03 4.97 ASE Tech ASX 5.7 13 7.48 –0.23.5714 100.51 75.20 AmerStWater AWR 2.2 25 77.56 +0.23 .43 47.80 32.98 Argan AGX 2.7 17 44.59 +0.07 .30 5.49 1.40 BitMining BTCM ... dd 2.76 –0.06 ... 104.91 50.20 BootBarn BOOT ... 13 69.46 –6.98 ...
97.80 63.27 ASGN ASGN ... 18 80.93 +2.35 ... 28.24 6.15 AmerStratInvt NYC ... dd 8.75 –0.41 ... 30.13 23.57 ArgoGroup ARGO 4.2 dd 29.82 +0.02 .31 80.41 60.33 BJ'sWholesale BJ ... 19 69.21 –0.06 ... 130.34 87.99 BoozAllen BAH 1.6 53 117.36 –4.49 .47
21.53 13.43 AT&T T 7.5 dd 14.82 –0.56.2775 235.57 154.58 AmerTowerREIT AMT 3.7 cc 171.99 +11.90 1.62 17.81 6.69 ArisWater ARIS 4.4 24 8.24 –0.10 .09 41.38 32.28 BP BP 3.9 6 38.64 –0.97.4362 47.05 31.35 BorgWarner BWA 1.2 9 36.68 –1.93 .17
47.92 25.39 ATI ATI ... 19 37.59 +2.01 ... 24.13 8.78 AmerVanguard AVD 1.3 24 9.32 –0.77 .03 198.70 108.91 AristaNetworks ANET ... 33 176.19 –9.92 ... 15.35 4.52 BP Prudhoe BPT 19.2 2 5.20 –0.43.2974 9.01 4.03 BorrDrilling BORR ... dd 6.15 –0.79 ...
162.59 114.25 AmerWaterWorks AWK 2.4 24 116.39 +0.59.7075 4.84 2.53 ArlingtonAsset AAIC ... 15 4.13 –0.16 ... 420.84 296.27 BostonBeer SAM ... 47 319.64 –49.84 ...
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59.00 6.00 ATI PhysTherapy ATIP ... dd 7.32 –0.15 ... 8.27 2.51 BRC BRCC ... dd 2.60 –0.03 ...
48.89 30.90 ATS ATS ... 32 34.53 –0.92 ... 4.39 0.93 AmericanWell AMWL ... dd 1.08 –0.01 ... 11.54 2.93 ArloTech ARLO ... dd 8.15 –0.55 ... 2.59 1.06 BRF BRFS ... dd 2.10 –0.02 ... 28.98 13.55 BostonOmaha BOC ... cc 14.05 –0.84 ...
19.79 10.04 A10Networks ATEN 2.2 18 10.80 –0.19 .06 33.90 23.56 AmericoldRealty COLD 3.5 dd 25.33 –1.51 .22 13.73 9.86 ArmadaHoffler AHH 7.9 19 9.91 –0.27 .195 22.37 16.07 BRT Apartments BRT 6.1 31 16.32 –0.66 .25 79.42 46.18 BostonProps BXP 7.5 12 52.42 –1.48 .98
63.99 50.97 AXIS Capital AXS 3.2 14 55.03 –1.16 .44 358.02 275.09 Ameriprise AMP 1.7 13 310.56 –1.63 1.35 33.38 13.57 ArmourResREIT ARR 35.1 dd 13.68 –1.58 .40 79.42 55.40 BWX Tech BWXT 1.2 30 74.01 –2.50 .23 55.38 40.93 BostonSci BSX ... 61 49.52 –0.53 ...
34.96 15.12 AZEK AZEK ... cc 25.21 –0.50 ... 164.75 125.00 Ametek AME .7 26 139.22 –2.35 .25 83.40 62.03 ArmstrongWorld AWI 1.5 15 73.00 +3.73 .28 6.83 2.31 Babcock&Wilcox BW ... dd 2.35 –0.35 ... 17.45 9.09 Bowlero BOWL ... 34 10.34 –0.85 ...
50.86 34.59 AZZ AZZ 1.5 17 46.46 +1.34 .17 4.74 1.24 AmnealPharm AMRX ... dd 3.77 +0.30 ... 147.42 98.24 ArrowElec ARW ... 6 111.80 –1.65 ... 170.86 103.93 BadgerMeter BMI .8 48 137.89 +0.95 .27 34.98 23.57 Box BOX ... cc 24.07 +0.02 ...
16.16 7.00 Aaron's AAN 6.9 25 7.22 –2.06 .125 4.00 2.15 Ampco-Pitt AP ... 36 2.74 +0.15 ... 42.97 28.02 ArtisanPtrsAsset APAM 6.9 11 32.23 –1.11 .61 2.87 0.94 Bakkt BKKT ... dd .94 –0.12 ... 73.00 52.42 BoydGaming BYD 1.2 8 54.56 –4.98 .16
115.83 89.67 AbbottLabs ABT 2.2 32 92.85 –3.93 .51 90.28 72.00 Amphenol APH 1.1 26 79.31 –0.55 .22 17.97 10.61 Artivion AORT ... dd 12.33 –0.81 ... 62.14 42.81 Ball BALL 1.7 19 47.06 +2.92 .20 58.20 44.56 Brady BRC 1.8 15 51.50 –1.39.235
168.11 130.96 AbbVie ABBV 4.3 38 138.93 –7.301.48 10.38 5.97 AmplifyEnergy AMPY ... 1 7.08 –0.12 ... 26.27 11.32 Asana ASAN ... dd 18.07 –0.29 ... 25.67 7.80 Bally's BALY ... dd 8.65 –0.15 ... 5.60 2.22 BraemarHtls BHR 7.8 dd 2.55 –0.17 .05
64.85 15.95 Abercrombie&Fitch ANF ... 28 58.72 –2.18 ... 12.25 2.60 AmpriusTech AMPX ... dd 2.80 –0.42 ... 256.39 149.38 AsburyAutomotive ABG ... 4 186.56 –18.15 ... 18.26 9.72 BancCalifornia BANC 3.7 6 10.82 –0.56 .10 7.25 3.42 BrandywineRealty BDN 16.0 dd 3.75 –0.17 .15
16.36 12.37 AcadiaRealty AKR 5.4 dd 13.43 –0.34 .18 19.97 10.55 Amrep AXR ... 4 16.70 +0.09 ... 8.43 1.92 AshfordHosp AHT ... dd 1.97 –0.25 ... 6.60 2.61 BancoBBVA BBAR .0 3 4.15 +0.16.064 6.29 4.49 BrasilAgro LND 12.8 9 4.84 –0.91 .621
12.05 7.26 AccelEnt ACEL ... 16 9.74 –0.39 ... 10.92 10.11 AndrettiAcqnA WNNR ... 77 10.79 +0.01 ... 114.36 74.48 Ashland ASH 2.0 dd 75.31 –1.39.385 8.28 5.03 BancoBilbaoViz BBVA 5.3 6 7.79 –0.16.1685 13.77 6.26 Braskem BAK ... dd 7.00 –0.23 ...
330.44 242.80 Accenture ACN 1.8 27 290.04 –6.96 1.29 11.02 4.43 AngelOakMtgREIT AOMR15.4 dd 8.30 +0.30 .32 14.44 5.33 AspenAerogels ASPN ... dd 7.52 +0.62 ... 3.31 2.12 BancoBradesco BBDO 5.4 9 2.51 ....0034 44.52 23.19 BreadFinancial BFH 3.1 2 26.77 –1.88 .21
10.40 9.75 AcropolisInfrA ACRO ... 60 10.32 +0.03 ... 30.27 12.69 AngloGoldAsh AU 1.1 cc 19.18 –0.28.0337 33.00 19.50 AssetMarkFin AMK ... 16 23.18 –0.63 ... 23.50 17.72 BancodeChile BCH 8.3 7 19.64 +0.102.1466 16.40 6.99 BridgeInvt BRDG 9.6 dd 7.12 –0.46 .17
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

202.90 149.30 AcuityBrands AYI .3 15 158.31 –8.65 .13 67.09 48.69 AB InBev BUD 1.2 17 52.83 +0.26.8245 25.50 14.47 AssociatedBanc ASB 5.5 7 16.07 +0.59 .22 4.50 2.23 BancoItauChile ITCL 5.8 4 2.90 –0.05.1646 91.20 5.60 BrightHealth BHG ... dd 6.93 –0.48 ...
61.98 42.06 Acushnet GOLF 1.6 16 49.62 –2.27 .195 24.43 14.69 AnnalyCap NLY 17.7 dd 14.73 –1.51 .65 42.97 31.01 AssocCapital AC .6 40 33.69 –0.25 .10 24.65 14.96 Bladex BLX 4.7 6 21.27 –0.84 .25 98.87 59.55 BrightHorizons BFAM ... 64 72.18 –6.50 ...
11.98 6.95 Adecoagro AGRO 3.0 13 10.80 –0.17.1626 23.89 7.40 AnnovisBio ANVS ... dd 8.01 –0.57 ... 153.90 104.49 Assurant AIZ 1.9 23 146.04 +0.06 .70 28.07 12.38 BancoMacro BMA .0 3 19.43 +0.78.4262 3.44 0.81 BrightScholar BEDU ... ... 1.06 ... ...
47.50 31.96 Adient ADNT ... 28 33.61 –1.01 ... 12.75 9.56 AnteroMidstream AM 7.4 17 12.14 –0.35.225 67.13 45.21 AssuredGuaranty AGO 1.9 12 60.34 +0.37 .28 6.64 4.76 BancSanBrasil BSBR 4.6 ... 5.40 +0.27.0596 26.88 15.49 BrightSphere BSIG .3 9 15.60 –0.88 .01
50.70 33.59 AdtalemGlbEduc ATGE ... 22 49.98 +6.57 ... 40.19 19.91 AnteroResources AR ... 10 28.89 +0.92 ... 164.76 90.93 Atkore ATKR ... 7 123.22 –2.41 ... 21.81 13.82 BcoSantChile BSAC 5.4 13 17.48 +0.361.2511 7.96 5.20 BrightSpire BRSP14.8 dd 5.40 –0.16 .20
194.35 47.73 AdvanceAuto AAP 2.0 9 49.90 –1.30 .25 9.85 4.09 AnywhereRealEst HOUS ... dd 4.56 +0.29 ... 41.04 23.32 AtlUnionBkshs AUB 4.3 10 28.07 +0.26 .32 4.09 2.50 BancoSantander SAN 2.9 6 3.61 +0.01.0852 9.32 5.16 BrightView BV ... dd 6.66 –0.64 ...
134.94 75.02 AdvDrainageSys WMS .5 17 105.37 –3.94 .14 347.37 273.02 Aon AON .8 23 306.88 –7.24 .615 24.69 15.06 AtlasEnergy AESI 3.7 ... 18.94 –1.08 .05 30.89 21.55 BanColombia CIB 4.3 8 25.51 +0.10.852 77.47 52.63 Brink's BCO 1.3 28 65.71 –1.86 .22
44.57 26.77 AdvanSix ASIX 2.3 7 27.78 –0.20 .16 40.28 28.70 AptIncmREIT AIRC 6.3 14 28.72 –2.34 .45 125.28 101.00 AtmosEnergy ATO 2.8 18 106.12 –2.66 .74 38.60 24.96 BankofAmerica BAC 3.8 7 25.17 –1.14 .24 42.12 27.77 BrinkerIntl EAT ... 15 32.73 –0.25 ...
5.69 4.02 Aegon AEG 5.1 ... 4.71 +0.06.1528 8.93 5.75 ApartmtInv AIV ... dd 5.77 –0.55 ... 25.20 18.63 AtmusFiltration ATMU ... ... 18.79 –1.48 ... 38.31 22.93 BankofButterfield NTB 7.0 5 25.07 –1.17 .44 81.44 49.49 BristolMyers BMY 4.5 13 51.02 –5.44 .57
5.90 1.52 Aenza AENZ ... dd 2.18 +0.25 ... 29.57 15.76 APi Group APG ... 91 25.45 +0.15 ... 3.51 1.30 ATRenew RERE ... dd 1.51 ... ... 82.87 30.83 BankofHawaii BOH 5.8 10 48.55 +2.86 .70 0.17 0.08 BristolMyersRt CELG.RT ... ... .09 ... ...
69.50 49.58 AerCap AER ... 8 59.44 +1.29 ... 12.75 8.58 ApolloComRlEst ARI 15.0 12 9.33 –0.17 .35 38.91 25.81 Autohome ATHM 2.1 12 26.83 –0.59 .53 102.79 73.98 BankMontreal BMO 4.6 10 74.22 –3.301.1119 31.89 20.08 Bristow VTOL ... 70 26.14 –1.38 ...
2.38 0.50 AevaTech AEVA ... dd .51 –0.10 ... 93.18 53.53 ApolloGlbMgmt APO 2.1 38 80.35 –2.01 .43 103.99 73.66 Autoliv ALV 2.9 19 92.41 –4.08 .66 52.26 39.65 BankNY Mellon BK 4.0 10 41.63 –0.03 .42 42.36 28.92 BritishAmTob BTI 9.8 6 28.97 –0.85.7006
180.63 120.22 AffiliatedMgrs AMG .0 5 122.59 –1.26 .01 10.81 9.87 ApolloStratII A APGB ... 39 10.55 –0.04 ... 182.08 99.72 AutoNation AN ... 6 130.54 –3.16 ... 55.91 39.80 BankNovaScotia BNS 7.8 8 39.93 –1.40.7794 24.27 19.40 BrixmorProp BRX 5.2 17 19.89 –0.19 .26
160.26 100.08 AgilentTechs A .9 27 102.77 –6.46.225 40.22 15.83 BankUnited BKU 5.1 7 21.35 –0.47 .27 189.69 131.35 BroadridgeFinl BR 1.9 32 167.38 –5.81 .80
20.17 5.07 Agiliti AGTI ... cc 5.28 –0.31 ... 10.95 10.02 BanyanAcqnA BYN ... dd 10.58 –0.01 ... 18.54 13.68 Broadstone BNL 8.1 16 13.78 –0.27 .28
29.44 15.00 agilon health AGL ... dd 18.06 –1.28 ... 9.44 6.23 Barclays BCS 5.9 ... 6.24 –0.83.1398 5.07 2.27 BrookdaleSrLiving BKD ... dd 3.93 +0.15 ...
–1.01 .40 36.50 26.76 BrookfieldAsset BAM 4.4 6 28.95 –1.46 .32

Five-Day Dow Composite

61.15 40.81 AgnicoEagleMines AEM 3.3 9 48.79 9.37 6.96 BaringsBDC BBDC11.5 11 8.66 –0.18 .26
75.71 53.44 AgreeRealty ADC 5.5 32 54.32 –0.49.247 3.22 0.75 Barnes&NobleEduc BNED ... dd .97 +0.04 ... 26.30 14.00 BrookfieldBus BBUC 1.8 6 14.16 –2.15.0625
46.20 33.46 AirLease AL 2.4 8 33.77 –0.58 .20 47.36 19.96 BarnesGroup B 3.2 42 20.14 –12.45 .16 38.48 28.25 Brookfield BN 1.0 cc 29.15 –1.56 .07
328.56 244.82 AirProducts APD 2.5 28 276.15 –2.42 1.75 20.75 13.01 BarrickGold GOLD 2.8 dd 16.33 –0.56 .10 48.23 25.66 BrookfieldInfr BIPC 5.9 13 25.92 –3.78.3825
200.81 137.47 AlamoGroup ALG .6 15 158.93 –5.09 .22 49.55 27.30 Bath&BodyWks BBWI 2.8 9 28.29 –2.81 .20 38.20 21.31 BrookfieldInfr BIP 7.2 38 21.39 –1.83.3825
14.12 7.40 AlamosGold AGI .8 25 12.82 +0.12.025
When the Bough Breaks: The Dow fell 2.1% last week as the stock 11.27 10.10 BatteryFutureA BFAC ... 39 10.84 +0.01 ... 38.56 28.30 BrookfieldReinsur BNRE .0 ... 29.11 –1.65 .07
36.16 21.77 BrookfieldRenew BEPC 5.8 13 23.09 –0.12.3375
57.18 31.03 AlaskaAir ALK ... 16 31.25 –0.77 ... market continued to sink under its own weight. Verizon gained 5.9% after 21.95 12.79 Bausch+Lomb BLCO ... dd 15.78 –1.13 ...
74.57 52.82 Brown&Brown BRO .8 26 67.63 +0.46 .13
115.39 78.20 AlbanyIntl AIN 1.3 30 78.48 –4.75 .25 10.23 5.57 BauschHealth BHC ... dd 6.57 –0.75 ...
334.55 133.22 Albemarle ALB 1.2 4 134.44 –4.24 .40 better-than-expected earnings. Chevron fell 13% after it disappointed. 56.92 31.01 BaxterIntl BAX 3.6 dd 32.16 –0.53 .29 74.42 53.52 Brown-Forman A BF.A 1.5 35 56.21 –0.13.2055
23.88 19.14 Albertsons ACI 2.2 11 21.73 –0.54 .12 6.02 2.89 BaytexEnergy BTE 1.5 4 4.34 –0.18.0166 74.76 52.59 Brown-Forman B BF.B 1.5 35 55.04 –0.27.2055
93.15 64.55 Brunswick BC 2.3 10 68.11 –3.95 .40
57.61 23.07 Alcoa AA 1.7 dd 23.51 –0.50 .10 Monday Tuesday Wednesday Thursday Friday 1.05 0.19 Beachbody BODY ... dd .20 –0.05 ...
86.20 56.42 Alcon ALC ... 96 70.02 –2.49 ... 11.25 10.01 BeardEnerA BRD ... 60 10.73 +0.02 ... 50.35 30.18 Buckle BKE 4.2 7 33.13 –2.02 .35
20.75 15.56 Alexander&Baldwin ALEX 5.6 dd 15.67 –0.29 .22 33,280 35.93 10.22 BeazerHomes BZH ... 4 23.43 +1.03 ... 8.92 6.36 Buenaventura BVN 1.0 20 8.44 –0.10.073
(Prev Fri) 30.49 16.33 Build-A-Bear BBW .0 7 24.42 –1.19 1.50
247.35 155.60 Alexander's ALX 10.0 9 179.25 +2.744.50 287.32 217.70 BectonDicknsn BDX 1.4 46 251.60 –7.04 .91
172.65 91.23 AlexandriaRlEst ARE 5.4 66 91.66 –3.40 1.24 99.13 67.75 Belden BDC .3 10 70.64 –1.07 .05 156.85 54.82 BuildersFirst BLDR ... 8 106.26 –3.02 ...
121.30 61.82 Alibaba BABA ... 18 82.82 +2.88 ... 44.91 21.61 BellRing BRBR ... 38 42.81 –0.23 ... 116.59 87.87 Bunge BG 2.5 8 105.42 +3.82.6625
10.19 6.33 Alight ALIT ... dd 6.54 –0.24 ...
33,035 29.84 20.58 BenchmarkElec BHE 2.7 13 24.05 +0.80 .165 17.70 6.09 BurfordCapital BUR 2.0 88 12.29 –0.09.0625
128.36 95.94 Allegion ALLE 1.8 17 97.43 +0.43 .45 3.50 0.14 BensonHill BHIL ... dd .16 –0.18 ... 239.94 115.66 BurlingtonStrs BURL ... 29 116.43 –5.76 ...
4.89 1.55 Allego ALLG ... dd 1.64 –0.03 ... 76.99 55.50 Berkley WRB .7 13 65.32 +2.04 .50 5.13 0.77 ButterflyNtwk BFLY ... dd .79 –0.06 ...
67.45 49.29 Allete ALE 5.2 15 52.59 –0.23.6775 32,790 566570 426136 BerkHathwy A BRK.A ... 8 503375 –7624.95 ... 26.00 16.40 BylineBancorp BY 1.9 7 18.72 –0.13 .09
42.00 27.58 AllianceBernstein AB 9.2 13 28.52 –0.51 .61 373.34 282.38 BerkHathwy B BRK.B ... 8 331.71 –4.15 ... C
61.53 40.70 AllisonTransm ALSN 1.8 7 51.89 –5.14 .23 31.63 18.07 BerkshireHills BHLB 3.7 8 19.34 +0.66 .18
142.15 100.57 Allstate ALL 2.9 dd 123.30 +0.11 .89 68.01 45.22 BerryGlobal BERY 1.8 10 54.48 –0.91 .25 359.33 275.79 CACI Intl CACI ... 19 318.55 –8.51 ...
10.94 2.63 AllurionTech ALUR ... dd 4.27 –0.03 ...
32,545 93.32 64.10 BestBuy BBY 5.7 11 64.41 –4.27 .92 58.10 29.05 CAVA CAVA ... dd 31.63 –1.37 ...
35.78 21.59 AllyFinancial ALLY 5.1 6 23.53 –0.52 .30 20.91 3.73 BigLots BIG 27.9 dd 4.30 –0.55 .30 1.49 0.58 CBD Pao CBD ... dd .63 –0.02 ...
6.99 4.80 AlmacenesExito EXTO ... cc 6.97 +0.17 ... -190.87 +204.97 -105.45 -251.63 -366.71 6.77 0.58 BigBear.ai BBAI ... dd 1.25 –0.05 ... 56.96 45.22 CBIZ CBZ ... 21 50.14 –1.45 ...
267.60 130.54 AlphaMetal AMR .9 4 220.37 +0.86 .50 32,300 1058.50 657.00 BiglariA BH.A ... 6 711.00 +10.71 ... 31.03 19.90 CBL&Assoc CBL 7.5 dd 20.10 –0.41 .375
20.79 14.25 AlpineIncmProp PINE 7.6 29 14.50 +0.07.275 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 218.50 134.15 BiglariB BH ... 4 144.66 –3.54 ... 89.58 64.63 CBRE Group CBRE ... 25 66.15 –1.34 ...
20.60 8.90 AltaEquipment ALTG 2.5 62 9.16 –1.24.057 28.85 12.35 Biohaven BHVN ... dd 26.84 –0.53 ... 11.60 9.99 CCNeubergerIII A PRPC ... cc 10.95 +0.02 ...
10.77 9.81 AltC Acqn ALCC ... 59 10.29 –0.03 ... 509.62 266.19 Bio-RadLab A BIO ... dd 270.68 –40.11 ... 112.44 60.08 CF Industries CF 2.0 7 79.88 –3.10 .40
 October 30, 2023 BARRON’S 43

D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA

–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
107.66 77.16 CGI A GIB ... 19 93.51 –4.01 ... 36.88 17.87 Civeo CVEO 5.2 dd 19.29 –0.41 .25 173.06 131.90 Darden DRI 3.5 18 142.49 +1.82 1.31 9.08 5.39 EmpireStateRealty ESRT 1.7 27 8.02 +0.34.035 130.74 92.84 Fiserv FI ... 24 112.46 +1.96 ...
9.30 3.34 CI&T CINT ... 18 4.51 –0.06 ... 86.58 53.56 CivitasRscs CIVI 10.6 6 75.08 –3.22 1.24 82.69 38.97 DarlingIngred DAR ... 9 42.79 +1.09 ... 46.73 35.43 EmployersHldgs EIG 3.0 8 37.15 –1.91 .28 8.85 4.26 Fisker FSR ... dd 4.79 –0.65 ...
65.72 49.87 CMS Energy CMS 3.6 21 54.27 +1.36.4875 11.99 6.07 Clarivate CLVT ... dd 6.36 –0.39 ... 116.97 65.28 DaVita DVA ... 16 76.77 –0.75 ... 17.37 6.47 EmpresaDisCom EDN ... dd 11.68 +0.54 ... 3.74 1.88 FivePoint FPH ... 9 2.15 –0.34 ...
45.42 36.17 CNA Fin CNA 4.2 11 39.53 +0.04 .42 18.15 10.06 ClarosMtg CMTG13.4 23 10.12 –0.61 .25 585.00 326.10 DeckersOutdoor DECK ... 25 576.37 +78.78 ... 42.12 31.03 Enbridge ENB 8.5 22 31.39 –0.43.6667 47.66 21.06 FiverrIntl FVRR ... dd 21.24 –1.31 ...
17.98 10.82 CNH Indl CNHI 3.6 6 10.86 –0.35.3823 178.33 109.36 CleanHarbors CLH ... 20 151.02 –5.82 ... 450.00 345.55 Deere DE 1.5 11 361.15 –14.00 1.35 72.06 51.15 EncompassHealth EHC 1.0 17 60.85 –2.19 .15 10.66 9.91 FlameAcqnA FLME ... cc 10.48 –0.04 ...
26.35 19.95 CNO Financial CNO 2.7 12 22.50 –0.67 .15 2.14 0.95 ClearChannelOutdr CCO ... dd 1.20 +0.10 ... 58.81 36.50 DelekLogistics DKL 9.3 13 45.11 +2.491.045 95.00 44.62 Endava DAVA ... 25 48.47 –6.16 ... 278.35 171.45 FleetCorTech FLT ... 18 221.90 –17.10 ...
23.68 14.36 CNX Resources CNX ... 2 21.20 –1.58 ... 35.00 15.28 ClearSecure YOU 1.7 dd 16.52 –0.29 .07 35.45 19.39 DelekUS DK 3.7 dd 25.31 –1.56.235 26.26 17.65 Endeavor EDR 1.1 dd 22.85 +4.88 .06 38.24 27.76 FlexLNG FLNG 9.9 11 30.30 –0.06 .75
112.49 49.35 CONSOL Energy CEIX 3.1 5 103.73 +0.08 1.10 20.74 13.02 ClearwaterAnalytic CWAN ... dd 18.19 –0.76 ... 72.82 35.96 DellTechC DELL ... 26 65.96 +0.05 ... 4.55 2.17 EndeavourSilver EXK ... 36 2.26 –0.19 ... 116.03 63.51 Floor&Decor FND ... 29 77.55 –4.79 ...
28.69 21.59 COPTDefenseProp CDP 5.0 dd 22.96 –0.52.285 45.00 29.22 ClearwaterPaper CLW ... 9 34.52 –1.78 ... 49.81 30.60 DeltaAir DAL 1.3 6 30.65 –1.58 .10 3.90 1.55 EnelChile ENIC 9.9 3 2.88 +0.11.3076 9.24 3.42 FlotekIndustries FTK ... dd 4.13 +0.26 ...
60.00 37.27 CRH CRH .5 13 52.35 –2.64 .25 33.86 17.47 ClearwayEnergyA CWEN.A 6.3 29 20.23 +0.08.3891 21.59 13.61 Deluxe DLX 7.1 14 16.87 –0.97 .30 8.36 4.00 Enerflex EFXT 1.8 dd 4.06 –0.23.0184 30.16 20.24 FlowersFoods FLO 4.2 21 21.66 +0.80 .23
11.45 5.27 CS Disco LAW ... dd 5.75 ... ... 36.57 18.59 ClearwayEnergyC CWEN 7.0 31 21.55 +0.33.3891 100.65 75.33 Denbury DEN ... 10 88.56 –4.53 ... 37.89 27.57 Energizer ENR 3.8 dd 31.22 –0.62 .30 41.02 26.77 Flowserve FLS 2.2 19 35.84 –1.23 .20
21.33 15.63 CTO Realty CTO 9.6 dd 15.83 +0.01 .38 22.83 11.83 Cleveland-Cliffs CLF ... 24 16.04 +1.45 ... 16.39 6.14 DesignerBrands DBI 1.9 5 10.48 –0.70 .05 14.15 11.37 EnergyTransfer ET 9.5 11 13.11 –0.89.3125 38.87 25.69 Fluor FLR ... dd 33.29 –1.42 ...
49.59 36.23 CTS CTS .4 19 36.69 –2.48 .04 7.77 4.48 ClipperRealty CLPR 8.2 dd 4.66 –0.24.095 2.70 0.88 DesktopMetal DM ... dd .88 –0.27 ... 5.51 1.35 EnergyVault NRGV ... dd 1.91 –0.16 ... 119.62 67.29 FomentoEconMex FMX 1.3 10 106.50 +5.881.0138
48.87 10.16 C3.ai AI ... dd 24.85 +0.54 ... 178.21 117.29 Clorox CLX 4.1 98 117.93 –4.87 1.20 9.45 4.44 Despegar.com DESP ... dd 6.27 –0.24 ... 30.22 22.94 EnerpacTool EPAC .1 35 28.43 +0.31 .04 47.22 14.84 FootLocker FL 8.2 13 19.60 –2.06 .40
5.57 0.58 Curo CURO ... dd .69 –0.07 ... 76.07 37.37 Cloudflare NET ... dd 55.35 –4.03 ... 13.57 8.85 DeutscheBank DB ... 4 10.93 +0.82 ... 19.23 12.84 Enerplus ERF 1.2 5 17.09 –0.58.0607 15.42 9.90 FordMotor F 6.0 10 9.96 –1.68 .15
41.26 22.60 CVR Energy CVI 6.5 6 31.00 –1.651.00 4.10 1.25 CN Finance CNF ... 7 2.50 –0.54 ... 78.77 42.59 DevonEnergy DVN 7.4 6 46.77 –1.55 .29 113.34 63.32 EnerSys ENS 1.0 17 85.83 –3.23.225 10.67 9.85 ForestRoadII A FRXB ... 32 10.37 ... ...
129.00 72.21 CVR Partners UAN 34.3 3 78.24 –2.634.14 64.99 51.55 Coca-Cola KO 3.3 22 55.24 +0.67 .46 191.93 146.60 Diageo DEO 2.6 19 147.99 –3.982.5088 13.54 7.75 Eneti NETI .4 dd 10.16 +0.35 .01 31.43 10.87 Forestar FOR ... 8 23.39 +0.20 ...
104.83 64.62 CVS Health CVS 3.7 29 66.29 –2.76.605 91.23 60.55 Coca-Cola Femsa KOF 3.8 15 75.40 +5.791.6528 17.32 8.40 DiamondOffshore DO ... 7 12.38 –0.73 ... 14.61 7.37 Enfusion ENFN ... cc 8.25 –0.51 ... 3.08 1.10 ForgeGlobal FRGE ... dd 2.27 –0.06 ...
878.15 520.05 CableOne CABO 2.2 32 542.00 –75.162.95 4.55 2.02 CoeurMining CDE ... dd 2.55 –0.06 ... 10.02 7.14 Diamondrock DRH 1.6 18 7.38 –0.41 .03 22.74 15.01 EngageSmart ESMT ... cc 22.68 +2.48 ... 46.28 36.30 Fortis FTS 4.4 18 39.64 +0.59.4399
83.74 63.73 Cabot CBT 2.4 12 65.66 –2.38 .40 78.87 50.05 Cohen&Steers CNS 4.5 19 50.80 –1.12 .57 4.85 3.23 DianaShipping DSX 18.9 4 3.30 –0.05 .15 16.64 7.12 Enhabit EHAB ... dd 7.41 –0.60 ... 79.90 61.38 Fortive FTV .4 28 65.03 –5.21 .07
58.30 31.37 Cactus WHD 1.0 23 47.06 –3.29 .12 60.46 26.29 Coherent COHR ... dd 29.15 –1.86 ... 152.61 98.01 Dick's DKS 4.0 9 101.02 –8.291.00 23.48 18.94 Ennis EBF 4.8 12 20.96 –0.15 .25 4.20 2.57 FortunaSilver FSM ... dd 2.89 –0.15 ...
29.41 16.95 CadenceBank CADE 4.5 10 20.90 +1.00.235 82.09 67.62 ColgatePalm CL 2.7 38 71.79 –1.48 .48 25.38 16.50 DieboldNixdorf DBD ... dd 18.38 +0.75 ... 58.64 34.15 EnovaIntl ENVA ... 7 39.83 –6.36 ... 77.14 49.51 FortuneBrands FBIN 1.7 16 55.19 –2.25 .23
31.50 16.58 Cadre CDRE 1.2 36 27.78 –0.32 .08 77.34 28.40 Comerica CMA 7.4 4 38.19 +0.24 .71 133.39 86.33 DigitalRealty DLR 4.0 43 122.35 +6.54 1.22 66.71 43.04 Enovis ENOV ... dd 44.66 +0.19 ... 33.84 20.30 ForumEnergyTech FET ... dd 21.85 –1.17 ...
25.04 17.37 CAE CAE ... 31 20.49 –0.40 ... 192.33 111.28 ComfortSystems FIX .6 22 175.92 +22.36 .25 18.43 9.99 DigitalBridge DBRG .3 dd 15.27 –0.32 .01 10.85 9.79 EnphysAcqnA NFYS ... 31 10.57 +0.01 ... 29.30 20.53 FourCornersProp FCPT 6.6 19 20.61 –0.39 .34
29.98 16.85 Caleres CAL 1.1 6 25.27 –1.46 .07 58.09 39.85 CommercialMetals CMC 1.5 6 41.80 +1.46 .16 51.69 20.19 DigitalOcean DOCN ... dd 20.54 –0.98 ... 144.86 91.74 EnPro NPO 1.0 14 114.40 –2.15 .29 11.82 5.70 FourSeasonsEduc FEDU ... dd 8.25 –0.06 ...
58.44 34.02 CaliforniaRscs CRC 2.2 4 52.04 –2.22.2825 65.93 35.38 CommBkSys CBU 4.7 14 38.65 –1.29 .45 417.86 272.58 Dillard's DDS .3 6 308.54 –5.41 .25 120.78 87.10 Entergy ETR 4.7 14 91.38 –1.70 1.07 161.25 116.50 Franco-Nevada FNV 1.0 40 137.47 –1.46 .34
66.12 45.44 CalWtrSvc CWT 2.1 67 48.44 +1.34 .26 8.01 2.01 CommunityHlthSys CYH ... 1 2.09 –0.43 ... 82.43 45.37 DineBrands DIN 4.2 10 48.85 –2.15 .51 27.95 23.14 EnterpriseProd EPD 7.4 11 27.08 –0.41 .50 14.92 11.08 FrankBSPRealty FBRT11.6 21 12.20 –0.21.355
77.44 32.38 Calix CALX ... 48 32.71 –10.55 ... 43.88 27.39 CommunityHlthcr CHCT 6.4 88 28.05 –0.38.4525 6.90 1.60 Dingdong DDL ... dd 1.87 +0.05 ... 7.33 3.35 Entravision EVC 5.9 38 3.39 –0.28 .05 54.70 34.36 FranklinCovey FC ... 33 37.69 –0.94 ...
50.19 28.91 CallonPetrol CPE ... 3 37.97 –1.26 ... 12.70 8.45 SABESP SBS 1.9 13 11.91 –0.11.2527 11.50 10.15 DirectSellingA DSAQ ... dd 10.84 –0.04 ... 69.22 35.36 Envestnet ENV ... dd 35.91 –4.09 ... 34.37 21.58 FranklinRscs BEN 5.3 14 22.45 –0.11 .30
127.60 83.39 CamdenProperty CPT 4.8 40 83.98 –8.871.00 4.40 2.80 EngGr-Cmg C CIG.C 6.4 7 3.00 –0.28.0387 122.50 79.04 DiscoverFinSvcs DFS 3.5 6 80.49 –1.70 .70 10.01 4.94 Enviri NVRI ... dd 5.73 –0.67 ... 46.73 30.28 FreeportMcM FCX 1.8 23 33.67 –0.21.075
42.17 21.22 Cameco CCJ .2 cc 37.93 –0.26.0941 2.70 1.82 EngGr-Cmg CIG 8.2 5 2.35 +0.06.0329 118.18 78.73 Disney DIS ... 64 79.33 –3.32 ... 43.29 23.17 Envista NVST ... 19 23.52 –1.27 ... 27.72 13.07 FreseniusMed FMS 2.5 16 16.40 –1.25.6181
57.78 37.94 CampbellSoup CPB 3.7 14 40.44 +0.72 .37 9.30 6.01 COPEL ELP 6.2 22 8.26 +0.12.1588 91.02 64.79 DolbyLab DLB 1.4 35 78.64 –1.24 .27 61.99 3.22 Enviva EVA .0 dd 3.66 –0.18.905 32.49 24.53 FreshDelMonte FDP 2.8 9 25.01 –0.41 .20
32.88 16.47 CampingWorld CWH 3.0 19 16.57 –0.64 .125 3.70 2.11 CiaSiderurgica SID 23.3 dd 2.24 +0.12.0998 14.01 8.17 Dole DOLE 2.8 8 11.29 +0.68 .08 2.74 1.00 EnzoBiochem ENZ ... dd 1.38 –0.02 ... 22.44 10.55 Frontline FRO 15.4 8 22.27 +1.20 .80
24.73 11.20 CanadaGoose GOOS ... 31 11.32 –0.84 ... 17.74 10.70 CerveceriasUnid CCU 2.5 15 11.13 +0.08.0302 261.59 101.09 DollarGeneral DG 2.0 12 119.32 +4.10 .59 240.35 157.41 Equifax EFX 1.0 39 162.68 –13.69 .39 3.90 0.96 fuboTV FUBO ... dd 2.25 –0.10 ...
48.85 34.35 CIBC CM 7.3 10 34.73 –0.75.6612 22.91 16.32 CompassDiversif CODI 5.8 dd 17.13 –0.78 .25 23.60 3.86 Doma DOMA ... dd 4.11 –0.40 ... 38.83 25.23 Equinor EQNR 2.7 4 33.59 –0.41 .90 10.18 4.59 FullTruck YMM ... 34 7.24 +0.41 ...
129.89 103.96 CanNtlRlwy CNI 2.2 19 104.53 –1.92.5734 5.16 1.84 Compass COMP ... dd 2.04 –0.02 ... 70.80 39.18 DominionEner D 6.7 15 40.08 +0.06.6675 33.24 21.89 Equitable EQH 3.4 27 26.16 –0.80 .22 81.41 62.57 FullerHB FUL 1.3 24 64.84 –2.14.205
67.70 48.81 CanadianNatRscs CNQ 4.3 12 63.45 –1.99.6776 47.68 23.95 CompassMinerals CMP 2.5 cc 24.44 –2.34 .15 409.95 285.84 Domino's DPZ 1.4 23 340.60 –7.09 1.21 10.48 4.60 EquitransMdstm ETRN 6.8 dd 8.77 –0.10 .15 10.31 6.35 FutureFuel FF 3.6 7 6.58 +0.01 .06
85.40 68.92 CdnPacKC CP .8 21 69.55 –1.62.1384 21.17 9.07 ComstockRscs CRK 4.1 4 12.25 –0.04 .125 66.96 55.31 Donaldson DCI 1.7 20 57.30 –1.28 .25 38.04 20.50 EquityBcshs EQBK 1.9 8 23.72 +0.19 .12
2.69 1.01 Cango CANG .0 dd 1.12 –0.04 .98 G
41.30 25.16 ConagraBrands CAG 5.1 12 27.19 +0.20 .35 57.08 33.17 DonnelleyFin DFIN ... 19 53.31 +0.89 ... 27.39 18.10 EquityCommnwlth EQC .0 33 18.65 +0.344.25
25.74 15.93 Cannae CNNE ... dd 16.10 –1.40 ... 10.90 9.75 ConcordAcqnIIA CNDA ... 38 10.33 ... ... 32.09 15.81 DorianLPG LPG .0 6 31.52 +1.471.00 74.40 60.42 EquityLife ELS 2.8 41 64.34 –0.49.4475
3.94 0.10 CanoHealth CANO ... dd .13 –0.02 ... 133.01 97.21 GATX GATX 2.2 15 101.68 –4.66 .55
10.80 10.04 ConcordAcqnIII A CNDB ... 44 10.66 +0.01 ... 42.51 20.38 DoubleVerify DV ... 86 26.65 –1.36 ... 69.45 54.15 EquityResdntl EQR 4.9 25 54.23 –3.25.6625 12.44 6.94 GEO Group GEO ... 10 8.80 +0.32 ...
123.09 83.93 CapitalOne COF 2.5 7 97.74 +7.51 .60 1.99 0.97 ConcordMed CCM ... dd 1.11 ... ... 41.40 25.49 DouglasDynamics PLOW 4.2 19 27.97 –1.46.295 1.78 1.32 EquusTotReturn EQS ... 7 1.48 +0.01 ...
69.25 34.17 Capri CPRI ... 15 50.93 –0.13 ... 39.06 24.82 GFLEnvironmental GFL .2 dd 28.20 –1.85 .013
138.47 71.09 Conmed CNMD .8 51 94.96 +2.49 .20 5.02 1.75 DouglasElliman DOUG .0 dd 1.77 –0.20.0476 16.36 9.79 ErmenegildoZegna ZGN 1.0 31 11.00 –1.09 .109 76.14 44.10 GMS GMS ... 7 57.57 +0.05 ...
95.45 68.53 CardinalHealth CAH 2.2 92 91.39 –0.99.5006 138.49 91.53 ConocoPhillips COP 1.7 11 117.80 –6.26 .60 18.24 10.09 DouglasEmmett DEI 6.8 34 11.13 –0.26 .19 24.38 9.56 EroCopper ERO ... 16 13.85 +0.05 ...
22.13 17.74 CareTrustREIT CTRE 5.2 63 21.38 –0.25 .28 5.59 2.00 GOL Linhas GOL ... dd 3.13 +0.48 ...
100.92 80.46 ConEd ED 3.7 13 87.47 +0.41 .81 160.66 128.00 Dover DOV 1.6 18 128.42 –6.27 .51 53.66 36.53 EssentGroup ESNT 2.2 7 46.03 –0.90 .25 39.74 31.22 GSK GSK 4.0 4 34.56 –1.02.3613
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289.12 203.66 Carlisle CSL 1.4 17 248.78 +2.60 .85 11.29 9.98 ConstellationI A CSTA ... 70 10.92 +0.01 ... 60.88 45.97 Dow DOW 5.8 26 48.11 –0.88 .70 26.43 20.49 EssentialProp EPRT 5.3 18 21.10 +0.26 .28
87.50 52.10 CarMax KMX ... 21 60.51 –2.33 ... 67.57 33.95 GXO Logistics GXO ... 30 49.82 –2.47 ...
273.65 208.12 ConstBrands A STZ 1.6 28 229.62 –0.77 .89 40.12 19.71 Doximity DOCS ... 37 20.78 –1.31 ... 49.89 32.07 EssentialUtil WTRG 3.7 19 33.28 +0.36.3071 237.95 174.45 Gallagher AJG 1.0 44 228.24 +0.67 .55
19.55 7.53 Carnival CCL ... dd 11.13 +0.10 ... 19.46 10.09 Constellium CSTM ... 15 15.32 –0.61 ... 73.17 51.11 DrReddy'sLab RDY .6 19 65.05 –1.17.4877 248.80 195.03 EssexProp ESS 4.5 25 206.58 –5.09 2.31
17.67 6.74 Carnival CUK ... dd 10.08 +0.12 ... 34.99 12.90 GameStop GME ... dd 13.12 –0.32 ...
5.80 1.79 ContainerStore TCS ... dd 1.86 –0.34 ... 31.60 8.17 DreamFinders DFH ... 8 19.15 +0.56 ... 283.62 123.64 EsteeLauder EL 2.1 45 124.53 –12.77 .66 3.60 1.40 Gannett GCI ... dd 2.25 –0.22 ...
72.66 34.10 CarpenterTech CRS 1.3 29 62.49 +1.48 .20 15.05 5.52 Volaris VLRS ... dd 5.99 +0.08 ... 35.95 21.31 Dril-Quip DRQ ... dd 22.78 –2.91 ... 36.20 24.50 EthanAllen ETD 5.6 7 25.91 –2.74 .36
35.99 21.00 CarriageSvcs CSV 2.1 11 21.18 –1.62.1125 5.49 0.64 GaotuTechedu GOTU ... 25 2.42 –0.02 ...
14.50 11.00 Cool CLCO12.6 ... 13.05 –0.03 .41 17.92 9.32 DuckhornPtf NAPA ... 17 10.26 –0.15 ... 21.00 12.94 Euronav EURN17.9 6 17.87 +0.07 .80 15.49 7.22 Gap GPS 4.7 44 12.77 +0.93 .15
60.04 37.44 CarrierGlobal CARR 1.6 33 46.50 –1.78 .185 22.74 5.92 Cooper-Standard CPS ... dd 12.20 +0.45 ... 58.28 40.24 Ducommun DCO ... 24 46.81 +0.72 ... 11.75 5.10 EveHolding EVEX ... dd 7.48 –0.37 ...
22.84 12.04 Cars.com CARS ... 9 15.24 –0.81 ... 109.62 82.57 Garmin GRMN 2.9 19 99.71 –3.57 .73
121.20 72.23 Copa CPA 4.1 ... 79.07 –1.86 .82 106.43 83.06 DukeEnergy DUK 4.7 49 87.53 +0.501.025 11.91 5.30 Eventbrite EB ... dd 8.20 –0.42 ... 377.88 292.46 Gartner IT ... 28 325.76 –23.00 ...
86.76 60.66 Carter's CRI 4.7 12 64.33 –2.73 .75 33.32 18.75 Core&Main CNM ... 14 29.43 –0.52 ... 15.45 8.81 Dun&Bradstreet DNB 2.3 dd 8.87 –0.78 .05 146.99 100.72 EvercoreA EVR 2.4 16 126.70 –2.97 .76
57.19 3.55 Carvana CVNA ... dd 28.58 –2.49 ... 14.93 10.30 GatesIndustrial GTES ... 13 10.75 –0.36 ...
27.95 17.77 CoreLabs CLB .2 26 21.88 –1.28 .01 78.74 56.77 DuPont DD 2.0 7 72.15 –0.86 .36 11.91 10.10 EverestConsolA MNTN ... dd 10.92 +0.07 ... 7.49 2.99 GatosSilver GATO ... dd 5.01 –0.06 ...
74.49 31.45 Catalent CTLT ... dd 39.32 –2.84 ... 23.50 14.01 CorebridgeFin CRBG 4.6 6 19.93 –0.72 .23 41.44 22.67 DutchBros BROS ... cc 24.75 –0.58 ... 410.74 303.71 Everest EG 1.8 7 385.58 –10.44 1.75
293.88 204.04 Caterpillar CAT 2.2 15 238.56 –10.64 1.30 19.84 12.39 GencoShipping GNK 4.6 7 13.15 –1.05 .15
35.48 18.71 CoreCard CCRD ... 31 19.84 –0.04 ... 122.13 77.33 DycomInds DY ... 13 84.67 +0.02 ... 19.85 10.52 Everi EVRI ... 9 10.76 –0.34 ... 156.95 80.80 Generac GNRC ... 34 82.20 –6.18 ...
12.11 6.91 Cato CATO 9.8 dd 6.97 –0.28 .17 13.50 7.84 CoreCivic CXW ... 12 12.36 +0.95 ... 3.30 2.08 DynagasLNG DLNG ... 2 2.57 +0.07 ... 87.71 52.21 EversourceEner ES 5.1 16 53.16 –0.34.675
7.40 0.33 Cazoo CZOO ... dd .41 –0.01 ... 256.86 202.35 GeneralDynamics GD 2.2 20 238.25 +3.31 1.32
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

3.48 0.58 CorEnergyInfr CORR30.3 dd .66 –0.06 .05 55.87 31.54 Dynatrace DT ... 89 43.77 –2.55 ... 42.03 30.17 Evertec EVTC .6 22 32.93 –2.16 .05 117.96 59.75 GeneralElec GE .3 12 106.35 +0.27 .08
47.95 34.09 CedarFairRec FUN 3.5 8 34.43 –0.65 .30 37.10 25.26 Corning GLW 4.2 36 26.59 –0.58 .28 15.00 9.57 DynexCapital DX 16.3 54 9.60 –1.07 .13 36.70 21.83 EvolentHealth EVH ... dd 23.98 –2.89 ...
131.05 90.07 Celanese CE 2.5 10 113.50 –1.72 .70 90.89 60.33 GeneralMills GIS 3.6 16 65.30 +2.06 .59
38.70 28.96 Vesta VTMX 1.0 9 31.27 +1.27.1703 31.13 14.53 ExcelerateEner EE .7 14 15.06 –0.35.025 43.63 27.12 GeneralMotors GM 1.3 4 27.22 –2.44 .09
27.58 10.33 Celestica CLS ... 13 22.38 –3.43 ... E
14.89 7.66 CorpAmAirports CAAP ... 8 11.00 –0.11 ... 42.80 7.36 Express EXPR ... 0 8.64 –0.52 ... 11.20 9.92 GenAsia I A GAQ ... 31 10.80 +0.03 ...
6.14 4.90 CementosPacasm CPAC10.0 10 4.94 –0.05.5276 68.43 47.21 Corteva CTVA 1.3 37 47.82 –2.44 .16 25.04 14.61 Expro XPRO ... cc 15.90 –4.49 ...
8.46 3.50 Cemex CX ... 10 5.95 –0.05 ... 12.11 9.81 EG Acqn A EGGF ... dd 10.62 –0.04 ... 53.25 17.31 Genesco GCO ... 54 25.91 –2.80 ...
17.51 10.13 Cosan CSAN ... dd 12.79 +0.46 ... 139.85 41.52 elfBeauty ELF ... 58 102.24 +0.36 ... 180.76 102.30 ExtraSpaceSt EXR 2.3 17 104.39 –5.20 .61 12.15 8.05 GenesisEnergy GEL 5.4 cc 11.17 –0.13 .15
194.79 147.10 Cencora COR 1.0 23 187.64 –1.11.485 11.85 7.71 Costamare CMRE 5.1 2 9.10 +0.01 .115 120.70 98.02 ExxonMobil XOM 3.4 10 105.55 –5.53 .91
22.18 14.97 CenovusEnergy CVE 1.7 13 19.35 –1.31.1053 227.50 135.55 EMCOR EME .4 18 205.32 +12.79 .18 20.40 8.16 GenieEnergy GNE 1.6 8 19.18 +0.34.075
31.76 22.25 CoterraEnergy CTRA 2.9 7 27.70 –1.23 .20 33.10 25.10 ENI E 4.1 6 32.46 –0.04.3107 8.45 3.12 GeniusSports GENI ... dd 4.69 –0.31 ...
87.84 60.83 Centene CNC ... 15 67.48 –4.41 ... F
13.46 6.29 Coty COTY ... 16 9.14 –0.35 ... 150.88 98.52 EOG Rscs EOG 2.6 8 125.99 –7.24.825 48.85 32.80 Genpact G 1.7 15 32.87 –2.40.1375
31.52 25.42 CenterPointEner CNP 3.0 21 26.69 –0.45 .20 20.37 12.67 Coupang CPNG ... 71 17.01 –0.64 ...
7.71 4.25 CenterraGold CGAU 4.0 dd 5.26 +0.27.0519 385.96 197.99 EPAM Systems EPAM ... 23 210.44 –12.89 ... 35.00 9.03 F&GAnnuities FG 2.7 13 29.76 +0.28 .20 187.73 126.54 GenuineParts GPC 3.0 14 127.12 –1.51 .95
19.56 9.91 Coursera COUR ... dd 17.20 –0.64 ... 47.71 33.92 EPR Prop EPR 8.1 21 40.81 –0.21.275 44.11 24.34 FB Financial FBK 2.1 10 28.88 –0.45 .15 6.40 4.48 GenworthFin GNW ... 6 5.81 +0.02 ...
71.97 47.56 Centerspace CSR 6.1 29 47.82 –5.27 .73
28.66 17.40 CousinsProperties CUZ 7.2 31 17.88 –0.49 .32 44.98 28.11 EQT EQT 1.5 6 41.95 –0.40.1575 10.20 5.31 Figs FIGS ... 75 5.70 –0.58 ... 16.38 8.83 GeoPark GPRK 5.3 3 9.95 –0.77 .132
10.39 5.67 CentraisElBras EBR .6 46 6.84 +0.08.0443
95.21 67.28 Crane CR .8 ... 91.24 +7.13 .18 74.15 36.09 ESAB ESAB .4 18 63.09 –1.99 .06 134.38 49.70 FMC FMC 4.1 12 56.88 –10.07 .58 6.34 4.20 Gerdau GGB .6 4 4.36 +0.10.0878
24.55 13.22 CentralPacFin CPF 6.7 7 15.63 –0.06 .26
63.36 33.04 CraneNXT CXT 1.1 15 50.89 +0.12 .14 109.57 82.18 ESCO Tech ESE .3 27 95.22 –3.31 .08 14.71 10.09 FNB FNB 4.6 7 10.47 –0.22 .12 10.17 0.23 Getaround GETR ... ... .23 –0.03 ...
7.63 4.38 CentralPuerto CEPU 2.0 13 6.19 –0.49.1649
11.19 5.13 CrawfordA CRD.A 3.1 dd 8.92 +0.06 .07 4.38 0.75 ESSTech GWH ... dd 1.28 –0.20 ... 15.80 3.11 FreyrBattery FREY ... dd 3.21 –0.31 ... 8.22 3.42 GettyImages GETY ... dd 4.12 –0.40 ...
82.70 40.67 CenturyComm CCS 1.5 8 60.85 +2.18 .23
10.10 5.05 Crawford B CRD.B 3.5 dd 8.00 –0.05 .07 7.21 2.15 E2open ETWO ... dd 2.91 –0.15 ... 20.80 17.06 FS KKR Cap FSK 15.0 19 18.65 –0.33 .05 36.49 26.19 GettyRealty GTY 6.8 19 26.29 –0.27 .45
79.66 52.92 CeridianHCM CDAY ... dd 63.39 –6.34 ...
160.15 120.80 Credicorp BAP ... 7 125.12 +1.23 ... 67.09 39.15 EagleBulkShip EGLE 5.7 5 40.90 –1.29 .58 218.00 140.09 FTI Consulting FCN ... 32 215.95 +29.75 ... 34.33 26.30 Gildan GIL 2.7 10 27.28 –1.76 .186
14.62 2.40 ChargePoint CHPT ... dd 2.49 –0.48 ...
15.14 9.17 CrescentEnergy CRGY 4.7 3 12.38 +0.23 .12 195.96 116.37 EagleMaterials EXP .7 11 147.75 –7.28 .25 183.74 90.19 Fabrinet FN ... 23 151.97 –8.76 ... 2.94 1.12 GinkgoBioworks DNA ... dd 1.35 –0.22 ...
262.00 170.90 CharlesRiverLabs CRL ... 18 172.59 –12.82 ...
8.62 5.59 CrescentPoint CPG 3.7 15 8.01 –0.28.0758 22.45 11.32 EarthstoneEner ESTE .0 5 21.31 –0.52.1446 474.13 377.89 FactSet FDS .9 35 420.42 –9.70 .98 59.70 26.77 GlacierBancorp GBCI 4.4 13 30.10 +0.36 .33
242.59 101.44 ChartIndustries GTLS ... dd 110.12 –40.19 ...
31.46 22.11 CrestwoodEquity CEQP 9.6 29 27.30 –1.14.003 17.43 10.33 EasterlyGovtProp DEA 10.1 38 10.46 –0.12.265 940.10 427.09 FairIsaac FICO ... 52 848.10 –63.90 ... 4.87 1.44 Glatfelter GLT ... dd 1.63 +0.06 ...
14.38 8.92 ChathamLodging CLDT 3.1 70 8.99 –0.47 .07
30.40 13.51 CrossTimbers CRT 11.7 8 17.81 –0.44.1099 188.85 144.40 EastGroup EGP 3.2 40 157.51 +0.69 1.27 10.88 1.53 Farfetch FTCH ... dd 1.55 –0.03 ... 80.28 40.45 Glaukos GKOS ... dd 67.45 –0.34 ...
3.58 1.41 CheetahMobile CMCM ... dd 1.67 ... ...
153.98 84.72 CrownCastle CCI 7.0 25 89.87 +3.731.565 92.21 68.89 EastmanChem EMN 4.4 15 72.58 +1.29 .79 14.27 9.44 FarmlandPtrs FPI 2.3 35 10.41 +0.09 .06 7.60 3.49 GlobalBlue GB ... dd 5.09 –0.01 ...
30.05 8.08 Chegg CHGG ... 5 8.48 +0.09 ...
96.35 66.76 CrownHoldings CCK 1.2 19 79.52 +1.20 .24 6.34 2.78 EastmanKodak KODK ... 6 3.70 –0.23 ... 24.31 7.15 Fastly FSLY ... dd 14.12 –0.54 ... 8.05 4.26 GlblBusTravel GBTG ... dd 4.90 –0.49 ...
574.66 456.34 Chemed CHE .3 35 564.74 +52.63 .40
10.67 9.87 CrownPropA CPTK ... 27 10.58 +0.04 ... 240.44 146.68 Eaton ETN 1.8 29 195.31 +1.32 .86 57.20 3.16 FathomDigital FATH ... dd 3.16 –0.14 ... 37.00 22.73 GlobalIndemnity GBLI 2.7 14 36.48 +1.48 .25
39.05 22.88 Chemours CC 4.2 dd 23.58 –1.40 .25
48.93 33.19 CubeSmart CUBE 5.8 20 33.98 –1.55 .49 191.41 131.04 Ecolab ECL 1.3 38 157.44 –2.49 .53 148.81 91.49 FedAgriMtg A AGM.A 3.7 8 117.57 +1.38 1.10 34.72 20.52 GlobalIndl GIC 2.6 17 31.17 –1.40 .20
7.24 2.77 CherryHillMtg CHMI21.4 dd 2.81 –0.20 .15
160.60 82.25 Cullen/Frost CFR 4.1 9 89.67 +3.57 .92 13.08 8.59 Ecopetrol EC 18.1 4 11.95 –0.30.1479 180.16 111.28 FedAgriMtg C AGM 3.0 10 144.94 +3.09 1.10 11.79 8.04 GlobalMedREIT GMRE 9.9 27 8.46 –0.22 .21
132.91 87.05 ChesapeakeUtil CPK 2.7 18 88.38 –2.05 .59
5.99 4.16 Culp CULP ... dd 5.54 +0.04 ... 12.35 8.20 Ecovyst ECVT ... 17 9.09 –0.18 ... 115.08 85.27 FederalRealty FRT 5.0 19 86.65 –0.64 1.09 15.28 7.56 GlobalNetLease GNL 18.6 dd 7.62 –0.37.354
189.68 143.96 Chevron CVX 4.2 11 144.35 –22.48 1.51
265.28 203.18 Cummins CMI 3.1 12 215.24 –3.95 1.68 46.13 33.71 EdgewellPersonal EPC 1.7 15 34.29 –0.72 .15 65.33 43.44 FederalSignal FSS .7 26 57.27 –0.81 .10 39.24 27.07 GlobalPtrs GLP 9.2 5 29.78 +0.56.685
52.88 16.53 Chewy CHWY ... cc 18.02 +1.22 ...
210.21 156.76 Curtiss-Wright CW .4 24 195.67 –5.83 .20 74.92 56.67 EdisonIntl EIX 4.8 25 61.94 –0.77.7375 45.55 30.23 FederatedHermes FHI 3.6 10 31.53 ... .28 129.70 92.27 GlobalPayments GPN 1.0 34 102.78 –8.35 .25
7.53 4.33 Chico'sFas CHS ... 7 7.49 ... ...
15.63 6.24 Cushman&Wkfd CWK ... dd 6.68 –0.08 ... 94.87 61.01 EdwardsLife EW ... 26 61.71 –7.77 ... 270.95 151.34 FedEx FDX 2.2 15 228.84 –11.78 1.26 21.83 15.82 GlobalShipLease GSL 8.5 2 17.75 +0.13 .375
7.81 4.48 ChimeraInvt CIM 15.5 dd 4.64 –0.11 .18
7.64 5.42 CustomTruck CTOS ... 26 5.63 –0.21 ... 14.69 7.88 ElancoAnimal ELAN ... dd 8.85 –0.31 ... 171.06 105.00 Ferguson FERG 2.0 17 151.72 –1.68 .75 210.00 135.41 Globant GLOB ... 49 169.12 –11.30 ...
6.00 1.61 ChinaGreenAg CGA ... dd 2.01 –0.08 ...
45.00 6.87 CustomersBancorp CUBI ... 6 39.76 +7.65 ... 84.04 46.18 Elastic ESTC ... dd 75.50 –4.12 ... 329.88 188.93 Ferrari RACE .7 48 298.24 –3.461.9963 123.85 102.23 GlobeLife GL .8 12 112.03 +1.78.225
12.50 6.73 ChinaYuchai CYD 3.4 8 8.15 +0.03 .28
2175.01 1344.05 Chipotle CMG ... 45 1887.59 +56.34 ... D 12.11 5.28 EldoradoGold EGO ... dd 10.78 +0.57 ... 15.30 12.60 FidelisInsurance FIHL ... ... 13.85 –0.10 ... 80.04 45.15 GlobusMedical GMED ... 23 45.66 –5.65 ...
136.02 109.49 ChoiceHotels CHH 1.0 20 110.48 –2.56.2875 11.85 0.64 ElectriqPower ELIQ ... cc .82 –0.48 ... 45.51 31.84 FidNatlFinl FNF 4.7 20 38.31 +0.51 .45 85.32 64.65 GoDaddy GDDY ... 35 71.66 –2.83 ...
231.37 183.40 Chubb CB 1.6 12 208.55 +0.56 .86 6.56 2.60 DHI Group DHX ... dd 2.72 +0.06 ... 21.90 16.36 ElementSolns ESI 1.8 89 18.00 –0.37 .08 85.18 46.91 FidNatlInfo FIS 4.4 dd 47.16 –3.24 .52 17.78 7.28 GoldFields GFI 3.4 18 13.61 –0.42.2425
41.58 33.20 ChunghwaTel CHT 3.2 23 35.50 –0.211.4779 12.13 7.30 DHT DHT 9.0 11 11.09 +0.61 .35 549.52 412.00 ElevanceHealth ELV 1.3 17 441.46 –12.321.48 2.25 1.00 FinanceofAm FOA ... dd 1.03 +0.01 ... 16.52 12.75 GoldmanSachsBDC GSBD13.4 16 13.46 –0.27 .45
100.52 70.30 Church&Dwight CHD 1.2 50 90.11 –0.01.2725 13.85 5.01 DRDGOLD DRD 5.8 11 8.84 –0.51.3463 14.62 10.82 EllingtonFin EFC 15.0 27 12.01 –0.22 .15 6.05 3.55 FinVolution FINV 4.2 4 4.69 +0.03 .215 389.58 289.36 GoldmanSachs GS 3.8 14 289.91 –10.142.75
11.15 9.92 ChurchillVI A CCVI ... 46 10.47 +0.02 ... 122.41 90.14 DTE Energy DTE 3.9 15 96.91 +0.26.9525 8.15 5.14 EllingtonResiMtg EARN18.4 54 5.21 –0.16 .08 64.66 48.01 FirstAmerFin FAF 4.2 22 50.23 –0.30 .53 33.74 22.92 Gorman-Rupp GRC 2.3 29 30.91 +0.03 .175
10.80 9.92 ChurchillVII A CVII ... 41 10.46 –0.01 ... 61.12 45.11 DT Midstream DTM 5.2 14 52.98 –2.10 .69 20.24 12.68 ElmeComms ELME 5.6 dd 12.90 –0.92 .18 15.99 10.18 FirstBanCorp FBP 4.3 8 13.15 +0.06 .14 87.94 65.23 Graco GGG 1.3 24 73.51 +3.38.235
54.25 39.94 Ciena CIEN ... 28 41.02 –0.62 ... 4.12 0.40 D-WaveQuantum QBTS ... dd .61 –0.19 ... 13.50 8.49 EmbotellAndinaA AKO.A 8.2 11 9.78 –0.52.1442 16.53 11.16 FirstCmwlthFin FCF 4.2 8 11.99 –0.16 .125 6.74 3.18 GrafTechIntl EAF 1.2 7 3.34 –0.06 .01
340.11 240.50 Cigna CI 1.6 14 303.24 –3.54 1.23 30.27 18.61 DXC Tech DXC ... dd 19.55 –0.78 ... 17.66 10.01 EmbotellAndinaB AKO.B 7.6 12 11.67 –0.28.1586 16.70 3.69 FirstFoundation FFWM .8 dd 4.89 +0.11 .01 17.95 8.33 Graham GHM ... 71 15.44 –1.46 ...
19.85 8.28 Cinemark CNK ... dd 15.51 –0.24 ... 19.75 12.31 Dana DAN 3.2 dd 12.62 –0.04 .10 17.14 9.49 Embraer ERJ ... dd 13.88 –0.16 ... 24.92 8.99 FirstHorizon FHN 5.7 6 10.52 –0.05 .15 681.70 545.00 GrahamHoldings GHC 1.2 13 565.82 –13.97 1.65
53.23 38.17 Citigroup C 5.5 6 38.24 –1.44 .53 249.55 183.25 Danaher DHR .6 24 187.88 –17.95 .27 5.94 3.18 EmeraldHldg EEX ... 34 4.61 –0.53 ... 55.51 40.44 FirstIndRlty FR 3.1 20 40.64 –1.72 .32 811.60 534.01 Grainger GWW 1.1 20 706.76 +15.27 1.86
44.82 22.77 CitizensFin CFG 7.3 6 22.87 –0.89 .42 71.65 51.10 Danaos DAC 4.6 3 65.79 +0.04 .75 5.60 2.39 Emeren SOL ... 4 2.43 –0.29 ... 9.81 4.81 FirstMajestic AG .4 dd 5.48 –0.09.0051 44.15 31.93 GraniteConstr GVA 1.5 37 34.27 –1.03 .13
4.00 1.64 Citizens CIA ... 17 3.05 +0.05 ... 4.59 1.35 DanimerScientific DNMR ... dd 1.38 –0.27 ... 21.56 1.99 EmergentBiosol EBS ... dd 2.00 –0.21 ... 43.31 32.18 FirstEnergy FE 4.7 39 35.13 –0.15 .41 7.99 3.97 GranitePointMtg GPMT20.0 dd 4.01 –0.12 .20
10.80 3.46 CityOfficeREIT CIO 11.5 dd 3.47 –0.36 .10 58.44 22.94 DaqoNewEnergy DQ ... 2 23.33 –1.53 ... 100.62 76.94 EmersonElec EMR 2.4 5 88.03 –3.44 .52 6.87 1.18 FiscalNote NOTE ... dd 1.32 –0.27 ... 10.40 4.82 GraniteRidge GRNT 6.7 4 6.10 –0.15 .11
 44 BARRON’S October 30, 2023

D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA

–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.

NYSE Cumulative Daily Breadth vs DJIA

27.56 20.07 GraphicPkg GPK 1.9 9 20.93 +0.50 .10 9.84 0.85 Leju LEJU ... dd .96 –0.15 ... 299.35 245.73 McDonald's MCD 2.6 24 255.76 –2.35 1.67
25.65 11.34 GravitasEduc GEHI ... ... 18.40 –1.44 ... 25.11 10.29 Lemonade LMND ... dd 10.57 –1.15 ... 10.00 3.23 McEwenMining MUX ... dd 7.09 –0.65 ...
15.41 5.97 GrayTelevision GTN 5.3 3 6.07 –0.34 .08 11.78 4.73 LendingClub LC ... 10 5.14 –0.17 ... 465.90 331.75 McKesson MCK .6 17 448.03 –4.78 .62
14.05 6.79 GrayTelevision A GTN.A 4.2 3 7.64 –0.58 .08 133.24 76.79 Lennar A LEN 1.4 8 103.79 ... .375 17.01 5.08 MediaAlpha MAX ... dd 8.90 –0.82 ...
9.24 4.08 GreatAjax AJX 19.3 dd 4.14 –2.23 .20 The Losers Have It: NYSE Composite breadth fell as the S&P 500 121.08 62.91 Lennar B LEN.B 1.6 7 95.12 –0.92 .375 14.00 4.44 MedicalProp MPW12.2 dd 4.90 +0.20 .15
59.30 19.53 GreenBrickPtrs GRBK ... 7 38.36 +0.17 ... 393.02 224.02 LennoxIntl LII 1.2 24 358.74 +10.24 1.10 131.42 69.01 Medifast MED 9.5 6 69.58 –4.17 1.65
21.37 10.84 GreenDot GDOT ... 12 10.89 –1.10 ... fell to correction levels. Alphabet and Meta Platforms earnings disap- 11.16 9.98 LeoHldgsII A LHC ... 86 11.10 ... ... 92.02 69.04 Medtronic MDT 4.0 26 69.43 –3.27 .69
48.21 25.41 Greenbrier GBX 3.6 17 33.03 –7.94 .30 19.36 12.42 LeviStrauss LEVI 3.5 20 13.67 –0.28 .12 119.65 97.33 Merck MRK 2.8 57 102.82 +0.15 .73
12.49 4.75 GreenfireResources GFR ... 57 6.10 +0.04 ...
pointed. Losing NYSE stocks outpaced winners by more than 5 to 2. 6.58 1.05 Li-Cycle LICY ... dd 1.24 –1.03 ... 39.47 26.15 MercuryGeneral MCY 4.3 dd 29.65 –0.64.3175
14.97 6.14 Greenhill GHL 2.7 27 14.79 –0.01 .10 Breadth DJIA 21.25 11.18 LibertyEnergy LBRT 1.4 6 19.60 –1.13 .07 22.69 12.49 MeridianLink MLNK ... dd 15.80 –0.92 ...
6.78 2.32 GreenTree GHG ... dd 4.42 +0.03 ... 22.41 8.75 LifeTime LTH ... 35 11.46 –2.99 ... 152.55 71.04 MeritageHomes MTH 1.0 5 111.54 +0.68 .27
84.87 62.52 Greif B GEF.B 4.9 7 63.66 +0.29 .78 598,000 35,700 19.92 8.32 LifezoneMetals LZM ... cc 10.00 +0.02 ... 29.50 12.80 MesaRoyalty MTR 14.8 6 13.08 –0.22.0171
76.00 57.38 Greif A GEF 3.3 10 63.49 +0.23 .52 1.88 0.85 LightInTheBox LITB ... dd 1.29 ... ... 29.00 17.13 MesabiTrust MSB 3.5 39 20.17 –0.65 .35
Breadth 578,728
19.11 14.56 GreystoneHousing GHI 9.2 7 15.98 +0.12 .37 593,000 34,900 20.12 12.35 Lightspeed LSPD ... dd 12.38 –1.08 ... 1.70 0.80 MetaData AIU ... ... 1.02 +0.03 ...
43.90 25.97 Griffon GFF 1.3 dd 39.59 +0.94 .125 629.97 309.20 EliLilly LLY .8 79 560.23 –24.41 1.13 13.10 8.49 MetalsAcqn MTAL ... dd 10.98 –0.93 ...
71.51 4.49 Grindr GRND ... dd 5.87 +0.02 ... 54.59 18.50 LincolnNational LNC 8.4 dd 21.32 –0.67 .45 51.38 21.38 MethodeElec MEI 2.5 15 22.71 –0.85 .14
277.47 159.87 Group1Auto GPI .7 5 249.38 +5.83 .45
588,000 34,100 393.67 289.94 Linde LIN 1.4 31 370.53 +4.171.275 77.36 48.95 MetLife MET 3.6 23 58.29 –1.83 .52
7.45 0.91 GroveCollab GROV ... dd 1.58 –0.16 ... 183.08 106.46 Lindsay LNN 1.1 19 125.63 +10.02 .35 71.99 13.98 MetropolitanBk MCB ... 7 32.01 –1.09 ...
200.85 107.25 GpoAeroportuar PAC 8.3 11 108.28 –17.942.1322 583,000 33,300 3.73 1.63 LionElectric LEV ... dd 1.64 –0.15 ... 1615.97 931.43 Mettler-Toledo MTD ... 25 976.25 –43.98 ...
314.48 165.00 GpoAeroportSur ASR 2.4 11 209.01 –0.455.6528 12.09 5.46 LionsGate A LGF.A ... dd 7.54 –0.28 ... 176.36 117.28 MidAmApt MAA 4.8 23 117.57 –11.061.40
2.68 1.96 GpoAvalAcc AVAL 7.4 18 2.25 –0.14.0184 578,000 32,500 11.33 5.19 LionsGate B LGF.B ... dd 7.13 –0.22 ... 41.50 24.29 MillerIndustries MLR 2.0 11 35.69 –1.07 .18
3.57 1.54 GpoSupervielle SUPV ... 9 1.99 +0.01 ... 329.00 185.00 LithiaMotors LAD .8 6 236.95 –21.79 .50 73.57 48.61 MineralsTechs MTX .8 27 53.05 +0.44 .10
6.57 2.19 GrupoTelevisa TV 3.4 dd 2.35 –0.05.0985 10.72 5.07 LithiumAmArg LAAC ... dd 5.81 –0.36 ... 9.53 5.59 MirionTech MIR ... dd 6.80 –0.21 ...
37.54 22.12 GuarantyBcshrs GNTY 3.3 10 28.25 +0.75 .23 573,000 31,700 12.38 6.32 LithiumAmericas LAC ... dd 6.85 –0.11 ... 11.14 5.06 MisterCarWash MCW ... 19 5.35 –0.38 ...
24.84 16.14 Guess GES 5.7 10 21.11 –0.82 .30 N D J F M A M J J A S O 101.74 64.25 LiveNationEnt LYV ... 73 77.00 –2.95 ... 8.31 3.38 MistrasGroup MG ... 64 5.42 +0.14 ...
95.88 52.08 Guidewire GWRE ... dd 85.99 –1.52 ... In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is 38.37 17.31 LiveOakBcshs LOB .4 21 28.17 +1.12 .03 9.04 4.65 MitsubishiUFJ MUFG 2.2 9 8.24 +0.10.1105
13.41 8.30 GuildHldgs GHLD .0 11 10.65 –0.56 .50 added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we 10.90 9.75 LiveOakCrestA LOCC ... 59 10.37 +0.02 ... 9.17 4.96 MiX Telematics MIXT 3.5 20 5.02 –0.49.0601
129.56 60.15 GulfportEnergy GPOR ... 2 123.93 –2.09 ... plot. Dec. 31, 1985 =1000. 35.81 15.01 Livent LTHM ... 9 15.11 –0.72 ... 3.70 2.10 MizuhoFin MFG 2.7 9 3.38 +0.01.0541
32.97 15.37 LiveRamp RAMP ... dd 27.36 –0.84 ... 33.91 0.85 Moatable MTBL .0 ... 1.13 +0.1431.5585
HI
12.50 4.20 LiveWire LVWR ... dd 9.51 +1.18 ... 43.18 22.67 ModelN MODN ... dd 23.77 +0.65 ...
304.86 207.24 HCA Healthcare HCA 1.1 11 225.29 –15.84 .60 –52-Week– Tick Div –52-Week– Tick Div 2.63 1.83 LloydsBanking LYG 6.5 ... 1.89 –0.09.046 51.76 16.77 ModineMfg MOD ... 11 39.04 –1.67 ...
70.00 32.42 HCI Group HCI 2.8 dd 56.74 –1.06 .40 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 3.02 1.15 loanDepot LDI ... dd 1.18 –0.19 ... 19.12 9.61 ModivIndl MDV 7.6 dd 15.21 +0.26.0958
71.76 56.15 HDFC Bank HDB 1.0 17 56.33 –0.94.6968 24.80 19.34 ICICI Bank IBN .5 16 22.09 –0.17.1736 34.53 24.87 JuniperNetworks JNPR 3.3 24 26.61 +1.29 .22 41.08 1.17 LocalBounti LOCL ... dd 1.25 ... ... 52.50 33.87 Moelis MC 6.0 76 39.91 –0.94 .60
66.19 37.12 HF Sinclair DINO 3.4 5 53.38 –2.78 .45 9.20 4.78 ICL Group ICL 3.2 4 4.81 –0.19.1132 508.10 393.77 LockheedMartin LMT 2.8 16 443.39 –0.78 3.15 130.63 76.02 MohawkInds MHK ... dd 76.56 –3.15 ...
112.96 88.10 IDACORP IDA 3.5 17 93.99 –1.00 .83 K 65.76 52.85 Loews L .4 12 62.82 –0.13.0625 364.91 256.19 MolinaHealthcare MOH ... 21 336.10 –12.79 ...
11.30 9.96 HH&L Acqn HHLA ... 47 10.62 +0.03 ...
36.92 24.61 HNI HNI 3.9 20 32.86 –1.05 .32 35.18 21.64 IDT IDT ... 18 27.79 –1.11 ... 7.95 5.78 LomaNegra LOMA20.4 dd 6.02 –0.40.4648 97.70 55.16 MolsonCoorsA TAP.A 2.6 cc 64.00 –0.18 .41
48.28 32.57 KB Financial KB 4.7 4 38.29 –3.32.354
33.90 25.22 HP HPQ 4.1 11 25.84 –0.17.2625 10.13 4.51 IHS Holding IHS ... dd 4.75 –0.20 ... 79.56 50.04 LouisianaPacific LPX 1.9 37 50.44 –3.01 .24 70.90 46.90 MolsonCoorsB TAP 2.9 cc 56.75 –1.92 .41
55.37 26.73 KB Home KBH 1.9 6 43.15 +0.84 .20
42.47 25.61 HSBC HSBC 7.0 6 36.71 –0.98 .50 15.00 9.64 ING Groep ING 6.0 ... 12.63 –0.12.3809 237.21 178.30 Lowe's LOW 2.4 18 183.62 –6.88 1.10 37.50 7.50 MoneyLion ML ... dd 17.89 –2.26 ...
65.87 47.41 KBR KBR .9 dd 57.14 –1.86 .135
6.50 1.76 HUYA HUYA ... dd 3.05 +0.09 ... 3.53 0.71 INNOVATE VATE ... dd 1.29 –0.07 ... 3.32 0.87 LufaxHolding LU 8.1 7 .95 ....039 55.00 21.96 MontroseEnvl MEG ... dd 22.27 –3.91 ...
21.08 9.09 KE Holdings BEKE .0 25 15.51 +0.62 .171
95.26 72.26 Haemonetics HAE ... 32 84.55 –4.50 ... 20.56 12.48 Invesco IVZ 6.3 10 12.76 +0.06 .20 7.60 1.27 LumenTech LUMN ... dd 1.33 –0.06 ... 363.19 251.98 Moody's MCO 1.0 37 301.97 –7.63 .77
64.77 45.03 KKR KKR 1.2 42 54.10 –0.81 .165
10.42 7.52 Hagerty HGTY ... dd 7.58 –0.45 ... 241.86 177.00 IQVIA IQV ... 31 179.94 –4.42 ... 2.39 1.53 LumentFinance LFT 14.3 14 1.96 –0.06 .07 119.67 78.22 Moog A MOG.A 1.0 22 109.92 –2.89 .27
17.80 9.94 KKR RealEstFin KREF16.5 dd 10.43 –0.03 .43
9.05 6.00 Haleon HLN 1.3 27 7.78 –0.44.046 9.44 4.17 IRSA IRS ... dd 6.29 –0.86 ... 17.83 8.38 Luxfer LXFR 6.1 39 8.55 –0.06 .13 100.99 70.19 MorganStanley MS 4.8 13 70.40 –2.73 .85
3.25 0.12 KoreGroup KORE ... dd .49 –0.06 ...
43.85 27.84 Halliburton HAL 1.6 14 39.60 –2.51 .16 103.96 69.96 ITT ITT 1.3 18 92.31 –2.76 .29 102.05 75.70 LyondellBasell LYB 5.5 13 90.44 –1.61 1.25 57.46 31.44 Mosaic MOS 2.4 5 33.09 –2.32 .20
14.93 11.04 KT KT 5.2 6 11.85 –0.25.7482
14.93 9.21 HamiltonBeach HBB 3.5 21 12.69 +0.12 .11 3.34 1.30 IamGold IAG ... dd 2.58 +0.17 ... 299.43 235.50 MotorolaSol MSI 1.3 31 272.39 –8.86 .88
236.54 164.70 Kadant KAI .5 23 217.99 –4.98 .29 M
246.23 184.85 IDEX IEX 1.3 23 190.92 –1.81 .64 37.28 23.94 Movado MOV 5.1 9 27.66 –0.60 .35
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

8.80 3.54 Hanesbrands HBI .0 dd 4.17 –0.22 .15 34.80 18.06 Kaman KAMN 4.4 dd 18.11 –0.85 .20
39.67 13.22 HannonArmstrong HASI 9.4 31 16.77 –0.62.395 4.26 1.54 iHuman IH ... 6 2.65 +0.05 ... 172.59 108.53 M&T Bank MTB 4.8 6 108.94 –4.83 1.30 45.97 29.08 MuellerIndustries MLI 1.6 7 37.82 +2.60 .15
72.41 47.63 Kellanova K 4.8 20 50.40 +0.28 .60 16.62 10.55 MuellerWater MWA 2.1 26 12.48 +0.23.064
148.78 103.83 HanoverIns THG 2.8 dd 114.26 –0.95 .81 264.19 206.04 IllinoisToolWks ITW 2.5 22 223.26 –0.301.40 14.00 6.07 MBIA MBI ... dd 6.44 +0.31 ...
68.15 38.32 Kemper KMPR 3.0 dd 41.28 –1.36 .31 2.90 0.61 MultiPlan MPLN ... dd 1.65 +0.12 ...
51.77 25.43 HarleyDavidson HOG 2.5 5 26.17 –3.93 .165 21.82 12.13 Imax IMAX ... 39 17.94 –0.06 ... 51.94 28.43 MDC Holdings MDC 6.0 8 36.88 –0.23 .55
30.60 22.24 Kennametal KMT 3.6 15 22.50 –0.67 .20 51.29 32.80 MurphyOil MUR 2.4 7 45.31 –1.83.275
5.43 2.62 HarmonyGold HMY ... 11 4.70 –0.22 ... 5.25 2.49 IndependenceContr ICD ... dd 2.79 –0.17 ... 22.55 18.19 MDU Rscs MDU 2.7 9 18.29 –0.51.2225
18.90 12.70 Kennedy-Wilson KW 7.5 48 12.76 –0.35 .24 372.63 231.65 MurphyUSA MUSA .4 14 363.84 +2.54 .39
79.44 64.25 HartfordFinl HIG 2.7 10 70.41 +0.02 .47 19.68 12.12 IndepRealty IRT 5.2 40 12.20 –0.98 .16 12.38 8.41 MFA Financial MFA 16.1 dd 8.70 +0.09 .35
41.06 17.81 KenonHoldings KEN 15.6 dd 17.86 –2.592.79 26.49 16.36 MyersIndustries MYE 3.3 12 16.50 –0.40 .135
38.85 25.05 HavertyFurn HVT 4.6 6 25.91 –2.54 .30 11.15 10.12 InFinTAcqnA IFIN ... cc 11.13 ... ... 18.25 12.16 MGIC Investment MTG 2.8 6 16.46 –0.23 .115
10.97 10.11 KensingtonCapAcqnV KCGI.UT ... ... 10.74 +0.18 ...
43.71 9.06 HawaiianElec HE 11.2 6 12.85 +0.50 .36 22.12 13.29 Informatica INFA ... dd 19.10 –1.32 ... 51.35 31.40 MGM Resorts MGM .0 33 34.23 –1.02.0025
10.75 10.05 KensingtonCapV A KCGI ... 34 10.62 +0.02 ... N
10.35 10.16 HaymakerAcqnCorp.4 HYAC ... ... 10.19 –0.15 ... 20.57 14.71 Infosys INFY 1.5 23 16.44 –0.53.1827 101.62 37.60 M/I Homes MHO ... 5 81.32 +6.30 ...
27.80 18.09 Kenvue KVUE 4.4 22 18.21 –1.53 .20
15.22 8.64 Hayward HAYW ... 33 11.39 –1.20 ... 70.65 47.63 IngersollRand IR .1 35 59.38 –1.04 .02 29.92 4.92 MinisoGroup MNSO 1.5 32 26.01 +0.94 .412 58.10 29.37 NACCO Inds NC 2.6 8 34.02 –0.65.2175
20.30 8.54 KeyCorp KEY 8.3 8 9.92 +0.03.205
22.36 14.07 HealthcareRealty HR 8.8 dd 14.13 –0.40 .31 90.81 38.10 Ingevity NGVT ... 8 39.49 –1.08 ... 3.44 1.41 MOGU MOGU ... dd 2.10 +0.02 ... 15.44 9.26 N-able NABL ... cc 12.75 +0.14 ...
189.45 118.57 KeysightTech KEYS ... 19 119.31 –3.51 ...
28.43 16.34 HealthpeakProp PEAK 7.3 17 16.42 –0.20 .30 113.46 87.40 Ingredion INGR 3.4 11 92.67 +2.22 .78 36.80 31.34 MPLX MPLX 9.5 9 35.69 –0.52 .85 26.00 18.00 NCR Atleos NATL ... ... 22.46 –0.24 ...
45.03 25.99 KilroyRealty KRC 7.8 15 27.62 –1.37 .54
7.00 3.55 HeclaMining HL .4 dd 4.14 –0.12.0025 125.38 63.36 InnovativeIndProp IIPR 10.3 12 69.99 –3.811.80 36.67 16.18 MP Materials MP ... 18 16.50 –0.73 ... 19.01 11.99 NCR Voyix VYX ... 32 14.85 –0.71 ...
3.74 0.75 Innovid CTV ... dd .99 –0.09 ... 147.87 116.32 KimberlyClark KMB 4.0 22 116.86 –6.23 1.18
182.18 147.69 Heico HEI .1 55 157.34 –0.90 .10 13.90 8.15 MRC Global MRC ... 10 9.65 –0.60 ... 17.62 9.35 NetPower NPWR ... dd 12.99 –1.12 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

131.09 93.56 Insperity NSP 2.4 20 95.58 –2.71 .57 23.27 16.34 KimcoRealty KIM 5.7 24 16.87 +0.17 .24
144.25 114.81 Heico A HEI.A .2 44 126.27 –0.01 .10 19.36 15.89 KinderMorgan KMI 6.9 15 16.37 –0.62.2825 185.57 122.57 MSA Safety MSA 1.2 cc 157.60 +8.09 .47 4.62 1.00 NGL Energy NGL ... dd 4.14 –0.04 ...
63.53 1.65 Heliogen HLGN ... dd 1.67 –0.51 ... 330.00 144.13 InspireMedical INSP ... dd 150.82 –5.33 ... 572.50 444.87 MSCI MSCI 1.2 42 476.19 –13.55 1.38 16.18 7.00 NIO NIO ... dd 7.44 –0.14 ...
158.18 74.69 InstalledBldg IBP 1.2 13 108.92 –1.90 .33 37.87 26.32 Kinetik KNTK 8.5 23 35.25 –0.95 .75
72.61 48.03 HeliosTech HLIO .7 24 50.78 –0.84 .09 10.60 6.25 KingswayFin KFS ... 3 7.14 +0.68 ... 105.77 76.75 MSC Industrial MSM 3.5 15 93.98 –3.84 .83 8.95 4.51 NL Industries NL 5.9 dd 4.72 –0.03 .07
11.88 5.76 HelixEnergy HLX ... 75 9.87 –0.51 ... 35.80 24.42 InsteelInds IIIN .4 16 26.98 –2.46 .03 10.56 9.44 M3-Brigade II A MBAC ... 50 10.45 ... ... 48.21 34.38 NNN REIT NNN 6.4 17 35.19 –0.09.565
31.47 21.24 Instructure INST ... dd 24.25 –1.30 ... 5.57 3.37 KinrossGold KGC 2.3 34 5.31 –0.03 .03
54.45 30.41 Helm&Payne HP 2.5 10 39.45 –2.72 .17 457.73 250.90 KinsaleCapital KNSL .2 29 342.87 –81.91 .14 16.41 8.38 MV Oil MVO 12.2 6 11.94 –0.04 .38 24.83 14.05 NOV NOV 1.0 16 19.60 –0.49 .05
21.86 11.14 Herbalife HLF ... 6 13.95 –0.25 ... 96.17 60.62 IntegerHoldings ITGR ... 33 78.89 +6.89 ... 12.54 2.75 Mytheresa MYTE ... dd 2.83 –0.05 ... 14.86 8.83 NOW DNOW ... 9 10.85 –0.54 ...
11.87 10.10 IntegratedRailA IRRX ... dd 10.95 ... ... 87.52 60.14 Kirby KEX ... 23 74.70 –6.87 ...
162.47 93.97 HercHoldings HRI 2.4 9 105.47 –1.98.6325 24.26 18.77 KiteRealty KRG 4.8 cc 19.90 –0.53 .24 14.51 8.77 Macerich MAC 7.0 dd 9.71 –0.85 .17 45.80 30.25 NRG Energy NRG 3.6 dd 41.66 +1.13.3775
18.05 10.94 HerculesCapital HTGC10.6 7 15.09 –0.57 .08 11.68 10.16 IntegratedWellA WEL ... 94 10.99 +0.02 ... 19.20 18.02 MachNaturalRscs MNR ... ... 18.80 ... ... 6525.00 4027.04 NVR NVR ... 11 5382.22 –105.88 ...
118.79 92.26 ICE ICE 1.6 35 104.72 –3.30 .42 39.47 26.15 Klaviyo KVYO ... ... 26.99 –2.02 ...
6.70 1.12 HeritageInsurance HRTG ... dd 5.85 +0.39 ... 54.60 33.67 KnifeRiver KNF ... ... 48.01 –1.85 ... 25.12 10.54 Macy's M 5.7 4 11.68 +0.21.1654 11.59 10.11 NaborsEnerA NETC ... cc 10.92 –0.07 ...
10.31 5.64 HershaHospitality HT 2.0 3 9.89 +0.01 .05 79.41 52.38 InterContinentl IHG 2.0 20 72.40 +0.62.483 40.81 28.09 MSG Ent MSGE ... ... 29.72 –0.16 ... 190.90 83.05 NaborsIndustries NBR ... dd 102.83 –16.01 ...
29.50 18.85 IntercorpFinSvcs IFS 6.2 5 18.95 –0.72 1.18 64.35 45.73 Knight-Swift KNX 1.2 21 47.92 –3.35 .14
276.88 183.96 Hershey HSY 2.6 20 184.11 –6.831.192 11.52 10.04 KnightSwanA KNSW ... 80 10.54 ... ... 215.79 145.54 MSG Sports MSGS ... 87 165.18 –7.53 ... 50.00 26.48 NatlBankHoldings NBHC 3.4 9 30.67 +1.50 .26
167.75 113.82 Hess HES 1.2 28 143.29 –19.73.4375 153.21 120.55 IBM IBM 4.7 19 142.52 +5.36 1.66 68.92 47.46 MagnaIntl MGA 3.9 15 47.65 –3.27 .46 68.22 48.89 NationalFuelGas NFG 3.9 8 51.32 –1.97.495
118.34 62.11 IntlFlavors IFF 4.8 dd 67.85 +2.21 .81 14.99 4.28 KnotOffshore KNOP 1.9 dd 5.61 –0.46.026
32.43 25.63 HessMidstream HESM 8.3 15 29.82 –0.71.6175 20.25 12.91 Knowles KN ... dd 13.01 –0.38 ... 11.68 7.07 Magnachip MX ... dd 7.44 –0.39 ... 74.48 53.44 NationalGrid NGG 5.6 5 59.88 +0.982.3458
18.14 13.57 HewlettPackard HPE 3.2 19 15.21 –0.02 .12 33.99 18.76 IntlGameTech IGT 3.0 20 26.97 –2.74 .20 27.57 18.72 MagnoliaOil MGY 2.0 6 21.95 –1.19 .115 60.17 47.54 NatlHealthInv NHI 7.3 20 49.40 +0.34 .90
41.89 29.01 IntlPaper IP 5.6 16 33.14 –0.19.4625 19.79 15.05 KodiakGasSvcs KGS 8.8 ... 17.20 –0.01 .38
79.08 53.73 Hexcel HXL .8 32 59.61 –5.23 .125 10.82 9.95 MagnumOpusA OPA ... 17 10.66 +0.03 ... 82.59 66.18 NatlPrestoInds NPK 1.4 20 73.33 +0.243.00
53.25 33.04 IntlSeaways INSW 1.0 4 49.22 +4.12 1.30 35.77 17.68 Kohl's KSS 9.2 dd 21.81 +0.52 .50
31.88 17.06 HighwoodsProp HIW 11.2 14 17.80 –0.64 .50 43.15 35.41 MainStreetCap MAIN 7.4 9 37.87 –1.16.235 44.79 28.09 NatlStorage NSA 7.9 28 28.40 –1.64 .56
40.95 27.20 Interpublic IPG 4.5 11 27.56 –0.13 .31 23.30 11.25 Philips PHG .0 dd 18.50 +0.25.9387
53.76 37.34 Hillenbrand HI 2.3 16 37.50 –0.67 .22 27.34 12.55 ManchesterUnited MANU ... dd 17.69 –0.40 ... 7.68 3.61 Natura&Co NTCO ... dd 4.96 –0.12 ...
46.88 17.23 IntrepidPotash IPI ... 10 20.50 –0.45 ... 53.83 34.26 KontoorBrands KTB 4.1 13 46.66 –0.44 .48
34.87 26.78 Hilltop HTH 2.3 17 27.31 +0.13 .16 20.20 8.69 Manitowoc MTW ... dd 12.32 –0.80 ... 15.39 9.41 NaturalGasSvcs NGS ... cc 14.22 –0.39 ...
26.45 20.76 InvenTrust IVT 3.6 cc 23.80 –0.78.2155 41.91 23.69 Koppers KOP .7 9 36.39 +0.20 .06
51.81 35.35 HiltonGrandVac HGV ... 11 35.74 –1.10 ... 92.43 67.35 Manpower MAN 4.2 16 69.28 –0.76 1.47 13.80 8.00 NaturalGrocers NGVC 3.2 14 12.35 –0.61 .10
15.56 6.34 InvescoMtg IVR 24.6 dd 6.51 –0.87 .40 8.85 5.82 KoreaElecPwr KEP ... dd 5.99 –0.11 ...
157.14 123.74 Hilton HLT .4 30 149.17 +1.60 .15 20.40 15.95 ManulifeFinl MFC 5.2 8 17.14 –0.28.2694 81.48 40.64 NaturalResPtrs NRP 4.5 6 66.79 –5.50 .75
3.78 0.51 Invitae NVTA ... dd .57 +0.02 ... 59.91 44.45 KornFerry KFY 1.6 13 44.99 –1.79 .18
6.61 4.57 HimalayaShipping HSHP ... ... 4.67 –0.33 ... 33.42 20.57 MarathonOil MRO 1.4 9 27.48 –1.01 .11 8.71 4.40 Natuzzi NTZ ... dd 6.51 –0.04 ...
36.53 28.49 InvitatHomes INVH 3.6 53 28.80 –2.39 .26 8.55 5.28 KosmosEnergy KOS ... 17 7.35 +0.09 ...
12.34 4.06 Hims&HersHealth HIMS ... dd 5.78 –0.22 ... 159.50 104.32 MarathonPetrol MPC 2.3 5 146.00 –4.86.825 7.80 4.40 NatWest NWG ... 5 4.42 –0.96 ...
21.60 3.04 IonQ IONQ ... dd 10.14 –2.45 ... 50.41 42.62 Kroger KR 2.6 20 44.43 +0.30 .29
20.39 6.65 Hippo HIPO ... dd 7.08 –0.47 ... 39.45 26.81 Marcus&Millichap MMI 1.8 79 28.02 +0.47 .25 2.17 0.64 Nautilus NLS ... dd .66 +0.01 ...
64.48 46.61 IronMountain IRM 4.5 45 58.22 –1.00 .65 12.01 6.16 KronosWorldwide KRO 11.4 dd 6.65 –0.44 .19
14.33 6.88 HireRight HRT ... 7 9.22 –0.34 ... 18.05 13.62 Marcus MCS 1.8 dd 15.20 –0.25 .07 15.21 11.09 Navigator NVGS 1.4 19 14.14 –0.07 .05
6.15 4.21 ItauUnibanco ITUB ... 9 5.43 +0.09 ... 1.40 0.33 KukeMusic KUKE ... ... 1.10 +0.10 ...
8.06 1.88 Holley HLLY ... 15 4.20 –0.14 ... 14.45 0.41 MariaDB MRDB ... dd .50 –0.10 ... 2.97 1.47 NaviosMaritime NM ... dd 2.21 +0.32 ...
17.32 8.02 Kyndryl KD ... dd 13.96 –0.68 ...
23.62 15.51 HollyEnergy HEP 6.8 12 20.60 –1.06 .35 J 17.81 9.58 MarineProducts MPX 5.0 8 11.14 –2.24 .14 101.60 81.67 Nelnet NNI 1.3 17 82.75 –2.46 .26
26.20 19.61 HomeBancShares HOMB 3.6 10 20.15 –0.43 .18 L 42.88 25.60 MarineMax HZO ... 6 27.50 –2.35 ... 5.37 1.86 NerdyA NRDY ... dd 3.06 –0.24 ...
347.25 274.26 HomeDepot HD 3.0 17 276.46 –9.952.09 21.10 12.76 JBG SMITH Prop JBGS 7.0 dd 12.84 –0.80.225 1560.00 1165.99 Markel MKL ... 10 1432.25 –18.98 ... ... ... NetLeaseOfficeProp NLOP.WI ... ... 19.40 ... ...
36.82 22.20 HondaMotor HMC 2.2 8 31.38 –1.05.4421 18.52 8.78 JELD-WEN JELD ... 18 11.21 –0.40 ... 137.07 89.28 LCI Inds LCII 4.0 32 105.84 –4.72 1.05 2.30 0.64 Markforged MKFG ... dd .65 –0.41 ... 20.64 13.49 Netstreit NTST 5.9 cc 13.79 –0.07.205
40.13 27.81 HoraceMann HMN 4.3 dd 30.96 –0.27 .33 30.36 18.85 J.Jill JILL ... 14 28.51 –0.27 ... 6.69 4.25 LG Display LPL .0 dd 4.42 +0.05 .231 165.85 86.68 MarriottVacations VAC 3.3 10 87.08 –4.75 .72 48.10 14.38 Nevro NVRO ... dd 14.44 –1.73 ...
49.73 30.70 HormelFoods HRL 3.5 20 31.39 –0.03.275 159.38 123.11 JPMorganChase JPM 3.1 8 135.69 –7.26 1.05 8.77 2.60 LL Flooring LL ... dd 3.11 –0.25 ... 199.20 151.86 Marsh&McLen MMC 1.5 27 184.90 –2.77 .71 55.84 38.92 NewJerseyRscs NJR 4.1 14 40.67 –1.51 .39
132.30 72.04 DR Horton DHI 1.0 7 101.70 +1.04 .25 141.38 61.64 Jabil JBL .3 20 122.55 –2.47 .08 18.47 8.15 LSB Inds LXU ... 7 9.17 –0.06 ... 463.41 317.25 MartinMarietta MLM .7 26 399.03 –10.72 .74 69.97 23.49 NewOrientalEduc EDU ... 39 64.49 +4.21 ...
110.94 83.92 HoulihanLokey HLI 2.2 25 98.43 –2.78 .55 49.60 26.70 JacksonFinl JXN 6.7 8 37.19 –2.27 .62 40.52 30.50 LTC Properties LTC 7.4 16 30.65 –0.83 .19 63.86 42.60 Masco MAS 2.2 14 51.04 +1.16.285 86.81 50.30 NewRelic NEWR ... dd 86.68 +0.98 ...
127.99 35.84 Hovnanian HOV ... 3 66.36 –2.88 ... 141.16 109.00 JacobsSolns J .8 23 131.14 –1.37 .26 250.87 160.25 L3HarrisTech LHX 2.7 41 170.93 –5.17 1.14 109.58 69.01 MasoniteIntl DOOR ... 10 77.65 –2.86 ... 14.22 5.81 NY CmntyBcp NYCB 7.3 2 9.27 –0.83 .17
89.58 58.80 HowardHughes HHH ... 27 65.63 –1.16 ... 31.93 17.25 JamesHardie JHX ... 22 24.53 –0.06 ... 11.92 7.78 LXP Industrial LXP 6.4 37 7.83 –0.36 .125 123.33 58.89 MasTec MTZ ... dd 59.15 –2.01 ... 45.30 28.16 NYTimes A NYT 1.1 38 39.96 –1.83 .11
51.34 34.18 HowmetAerospace HWM .5 34 43.09 –0.35 .05 31.30 21.40 JanusHenderson JHG 6.9 11 22.60 –0.49 .39 33.92 22.65 La-Z-Boy LZB 2.6 9 28.22 –1.01.1815 15.00 7.08 MasterBrand MBC ... 10 10.98 +0.28 ... 490.44 288.06 NewMarket NEU 1.9 11 472.98 +25.872.25
340.06 219.77 Hubbell HUBB 1.6 24 281.02 +1.15 1.12 12.45 8.19 JanusIntl JBI ... 11 9.26 –0.36 ... 222.41 179.58 LabCorp.ofAmerica LH 1.4 27 198.96 –0.90 .72 418.60 308.60 Mastercard MA .6 32 364.08 –20.33 .57 55.41 34.81 Newmont NEM 4.1 dd 38.97 +0.17 .40
581.40 249.99 HubSpot HUBS ... dd 416.27 –12.80 ... 40.68 28.34 JefferiesFinl JEF 3.8 23 31.68 –0.58 .30 11.77 8.76 LadderCapital LADR 9.7 8 9.51 +0.24 .23 73.78 42.04 MatadorRscs MTDR 1.3 9 60.41 –4.59 .20 7.33 3.13 NewparkResources NR ... dd 7.00 +0.24 ...
6.34 3.78 HudbayMinerals HBM ... dd 4.38 +0.02 ... 2.16 0.74 JianpuTech JT ... dd 1.00 +0.01 ... 117.38 79.39 LambWeston LW 1.3 13 88.88 +1.38 .28 123.41 64.89 Materion MTRN .5 20 95.62 +1.09 .13 7.70 4.14 NexaResources NEXA .0 dd 5.53 +0.14.1888
12.23 4.05 HudsonPacProp HPP .0 dd 4.53 –0.51 .125 61.27 25.15 JinkoSolar JKS 5.7 3 25.89 –1.60 1.50 22.81 3.35 Lanvin LANV ... dd 3.49 –0.31 ... 28.99 12.67 Mativ MATV 3.1 dd 12.93 –0.73 .10 6.45 3.49 NexGenEnergy NXE ... dd 5.75 +0.14 ...
571.30 423.29 Humana HUM .7 19 510.19 –10.96.885 11.98 3.15 JobyAviation JOBY ... dd 5.24 –0.51 ... 65.58 34.73 LasVegasSands LVS 1.7 53 47.04 +1.72 .20 97.49 56.51 Matson MATX 1.4 7 89.12 +2.07 .32 19.95 12.53 NexPointRealEst NREF14.0 dd 14.25 –0.69 .185
260.02 188.51 HuntingIngalls HII 2.3 16 213.12 –5.97 1.24 125.88 86.16 JohnBeanTech JBT .4 6 100.10 +2.97 .10 43.44 27.37 Lazard LAZ 7.0 dd 28.69 +0.22 .50 15.95 8.31 MauiLand MLP ... dd 14.83 +0.15 ... 52.83 26.59 NexPointResidentl NXRT 6.3 dd 26.75 –2.88 .42
33.46 22.65 Huntsman HUN 4.1 24 23.09 –0.27.2375 181.04 144.95 J&J JNJ 3.3 11 145.60 –7.40 1.19 157.91 117.79 Lear LEA 2.4 14 128.00 –4.59 .77 89.69 56.92 Maximus MMS 1.6 26 73.03 –4.38 .30 3.42 1.68 Nextdoor KIND ... dd 1.72 –0.09 ...
127.80 87.59 HyattHotels H .6 24 99.28 –1.15 .15 70.43 47.90 JohnsonControls JCI 3.1 16 48.21 –0.50 .37 11.54 9.94 LearnCWInvtA LCW ... 40 10.70 +0.02 ... 16.66 6.60 MayvilleEngg MEC ... 17 10.73 –0.92 ... 88.61 47.15 NextEraEnergy NEE 3.3 15 56.24 +4.28.4675
3.88 0.52 Hyliion HYLN ... dd .56 –0.06 ... 188.61 119.46 JonesLang JLL ... 19 123.28 –3.22 ... 38.55 23.01 Leggett&Platt LEG 7.9 14 23.18 –0.79 .46 94.97 59.12 McCormickVtg MKC.V 2.4 27 65.00 +2.32 .39 85.20 51.76 NicoletBankshares NIC 1.4 18 69.23 +0.98 .25
59.64 24.57 HysterYaleMatls HY 3.3 20 38.95 –1.37.325 5.43 2.23 JumiaTech JMIA ... dd 2.31 –0.01 ... 110.91 76.58 Leidos LDOS 1.6 18 90.49 –2.22 .36 94.39 59.13 McCormick MKC 2.5 26 62.98 +3.22 .39 131.31 88.66 Nike NKE 1.4 30 97.98 –4.69 .34
 October 30, 2023 BARRON’S 45

D ATA NEW YORK STOCK EXCHANGE COMPOSITE LIST B A R R ON S .C OM / D ATA

–52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div –52-Week– Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
17.10 2.90 NineEnergy NINE ... 8 3.59 –0.35 ... 19.85 13.40 PanAmerSilver PAAS 2.6 dd 15.12 –0.20 .10 28.26 17.84 RadianGroup RDN 3.6 6 24.92 –0.03.225 74.66 53.25 ServiceIntl SCI 2.2 17 53.61 –0.33 .29 7.38 2.49 SuperiorIndsIntl SUP ... dd 2.64 –0.13 ...
28.95 22.86 NiSource NI 4.0 17 25.15 –0.07 .25 37.50 19.39 ParPacific PARR ... 3 32.06 –0.49 ... 2.52 1.44 Rafael RFL ... dd 1.55 –0.14 ... 614.36 351.25 ServiceNow NOW ... 72 554.01 +11.50 ... 5.00 1.10 SurfAirMobility SRFM ... ... 1.23 +0.04 ...
21.53 10.88 NoahHoldings NOAH 3.1 6 11.85 +0.78 .38 46.63 20.37 ParTechnology PAR ... dd 28.55 –5.24 ... 135.76 88.68 RalphLauren RL 2.7 14 109.82 –5.97 .75 79.39 39.27 ServisFirst SFBS 2.4 11 46.84 +0.37 .28 11.60 7.46 Suzano SUZ ... 3 10.38 –0.50 ...
55.34 33.41 Noble NE 2.6 18 46.36 –1.18 .30 21.49 7.95 Paragon28 FNA ... dd 8.26 –1.23 ... 35.80 22.61 RangeResources RRC .9 6 34.71 +0.31 .08 80.58 40.83 ShakeShack SHAK ... dd 54.99 +0.08 ... 19.23 6.10 Sweetgreen SG ... dd 10.25 –0.67 ...
5.11 3.05 Nokia NOK 2.6 5 3.25 +0.07.0336 6.85 3.90 ParamountGroup PGRE 3.3 dd 4.27 –0.15.035 14.64 9.27 RangerEnergySvcs RNGR 1.5 10 13.40 –0.65 .05 52.90 25.84 SharkNinja SN ... ... 40.25 –2.50 ... 57.38 37.59 Sylvamo SLVM 2.8 6 43.46 +1.06 .30
19.76 13.56 NomadFoods NOMD ... 11 13.60 –0.52 ... 16.92 10.80 ParkAerospace PKE 3.5 28 14.45 +0.17 .125 8.24 2.66 Ranpak PACK ... dd 3.41 –0.16 ... 68.72 52.47 Shell SHEL 3.5 8 66.36 –0.69.662 40.89 26.59 SynchronyFinl SYF 3.6 5 28.09 –0.28 .25
4.47 3.00 Nomura NMR 2.7 15 3.93 +0.07.0862 15.38 10.70 ParkHotels PK 6.3 dd 11.12 –0.54 .15 126.00 82.00 RaymondJames RJF 1.8 12 94.53 –1.03 .42 283.80 205.43 SherwinWilliams SHW 1.0 25 236.03 –1.67.605 44.91 24.40 SynovusFinl SNV 6.1 6 25.05 –0.44 .38
4.78 2.83 NordicAmTankers NAT 10.1 8 4.77 +0.65 .13 428.16 278.76 ParkerHannifin PH 1.6 23 366.24 –6.68 1.48 9.84 2.67 RayonierAdvMatls RYAM ... 22 2.75 –0.19 ... 76.40 36.33 Shift4Paymts FOUR ... 26 43.61 –7.00 ... 87.41 62.24 Sysco SYY 3.1 19 64.49 –0.94 .50
27.15 13.24 Nordstrom JWN 5.5 78 13.75 +0.13 .19 58.87 40.61 Parsons PSN ... 50 55.50 –1.45 ... 37.79 24.85 Rayonier RYN 4.5 46 25.16 –0.34.285 36.64 24.56 ShinhanFin SHG 5.4 4 25.13 –1.18.2781 5.71 1.04 System1 SST ... dd 1.16 –0.02 ...
261.71 183.09 NorfolkSouthern NSC 2.9 20 184.53 –17.17 1.35 374.04 238.18 PaycomSoftware PAYC .6 44 240.34 –18.75 .375 13.74 9.21 ReadyCapital RC 15.6 4 9.25 –0.38 .36 71.43 30.44 Shopify SHOP ... dd 46.40 –4.74 ...
T
26.30 11.95 NorthAmConstr NOA 1.5 11 20.79 –0.05.0588 17.24 6.75 Paymentus PAY ... cc 14.29 –0.56 ... 68.85 48.42 RealtyIncome O 6.3 36 49.00 –0.35.256 11.09 10.02 ShoulderUpTechA SUAC ... 67 10.58 +0.01 ...
18.49 10.03 NoEuroOil NRT 26.2 4 11.46 +0.07 .21 24.25 9.34 Paysafe PSFE ... dd 9.58 –0.68 ... 4.58 1.67 Redwire RDW ... dd 2.62 ... ... 81.23 33.80 Shutterstock SSTK 3.2 11 33.91 –1.54 .27 10.58 4.20 TAL Education TAL ... dd 9.24 –0.10 ...
43.64 25.56 NorthernOil&Gas NOG 4.0 3 38.38 –1.15 .38 32.89 17.71 PeabodyEnergy BTU 1.2 3 24.82 –0.17.075 8.72 5.47 RedwoodTrust RWT 11.6 dd 6.75 +0.04 .16 12.44 4.86 Sibanye-Stillwater SBSW 5.9 5 5.15 –0.37.1102 49.51 32.52 TC Energy TRP 8.3 47 33.83 –0.10.6846
556.27 414.56 NorthropGrum NOC 1.6 16 473.07 –12.63 1.87 47.00 8.00 PeakstoneRealty PKST 7.1 dd 12.70 –1.08.225 166.00 111.84 RegalRexnord RRX 1.2 32 118.75 –4.02 .35 83.42 57.10 SignetJewelers SIG 1.4 8 67.72 –4.00 .23 15.38 4.38 TDCX TDCX ... 8 4.43 –0.58 ...
52.39 36.57 NorthwestNat NWN 5.3 13 37.05 –2.35.4875 12.03 9.29 Pearson PSO 2.5 22 11.08 +0.17 .09 38.34 22.64 RegionalMgmt RM 5.0 8 23.87 –1.27 .30 55.41 38.11 SilganHoldings SLGN 1.8 15 39.43 –1.44 .18 111.57 86.30 TD Synnex SNX 1.6 13 90.14 –1.11 .35
22.75 11.76 NorwegCruise NCLH ... dd 13.36 –0.22 ... 17.38 11.59 PebblebrookHotel PEB .3 dd 11.67 –1.24 .01 24.33 13.72 RegionsFinl RF 6.9 6 14.01 –0.43 .24 43.95 19.13 SilverBowRscs SBOW ... 2 33.53 –1.73 ... 146.60 110.88 TE Connectivity TEL 2.0 18 115.51 –2.09 .59
5.97 1.85 NouveauMonde NMG ... dd 2.23 –0.53 ... 19.63 11.29 PediatrixMedical MD ... 9 11.32 –1.30 ... 1.85 0.50 Regis RGS ... dd .57 +0.04 ... 10.49 9.95 SilverBoxIIIA SBXC ... ... 10.25 +0.02 ... 22.29 13.66 Tegna TGNA 3.2 5 14.20 +0.13.1138
99.94 75.38 Novartis NVS 2.5 25 92.27 –2.413.4694 11.03 10.12 PegasusDigA PGSS ... 40 10.99 –0.03 ... 156.08 120.99 ReinsGrp RGA 2.3 10 145.10 –3.10 .85 7.95 4.37 Similarweb SMWB ... dd 5.09 –0.18 ... 22.08 15.47 Telus TU 6.9 26 15.86 –0.26.2676
104.00 52.97 NovoNordisk NVO .8 22 93.50 –2.79.8836 36.93 28.15 PembinaPipeline PBA 6.6 8 30.43 –0.12.4967 295.98 191.45 RelianceSteel RS 1.6 10 248.34 +2.631.00 133.08 100.17 SimonProperty SPG 7.3 16 104.54 –1.61 1.90 25.64 6.03 TelusIntl TIXT ... 17 6.21 –0.52 ...
8.42 3.39 NuHoldings NU ... cc 8.01 –0.16 ... 7.07 4.70 PennantPark PNNT 4.6 dd 6.04 –0.14 .07 225.80 147.53 RenaissanceRe RNR .7 26 210.21 –6.67 .38 166.03 81.24 SimpsonMfg SSD .8 15 128.62 –3.28 .27 45.81 26.01 Ternium TX 7.2 4 37.68 +0.301.80
45.55 18.10 NuSkinEnts NUS 8.4 13 18.48 –1.03 .39 82.92 49.25 PennyMacFin PFSI 1.1 17 69.58 +6.08 .20 41.77 22.99 Renasant RNST 3.7 8 23.91 –0.49 .22 11.34 5.15 SiriusPoint SPNT ... 26 9.61 –0.41 ... 138.16 85.86 TFI Intl TFII 1.3 18 107.53 –11.02 .35
182.68 126.56 Nucor NUE 1.4 8 148.11 +6.75 .51 15.78 10.52 PennyMacMtg PMT 13.0 11 12.28 +1.26 .40 41.55 23.39 RentokilInit RTO 1.7 35 25.48 –2.40.1759 176.16 103.46 SiteOneLandscape SITE ... 32 133.70 –3.57 ... 16.01 10.20 TIM TIMB 4.6 19 15.00 –0.15.0745
12.14 3.19 NuScalePower SMR ... dd 3.20 –0.60 ... 180.84 105.97 PenskeAuto PAG 1.9 8 144.76 –2.60 .79 156.65 120.58 RepublicSvcs RSG 1.5 28 146.00 +0.86.535 33.65 19.31 SitioRoyalties STR 6.6 18 24.42 –0.28 .40 93.78 69.93 TJX TJX 1.5 26 87.19 –1.91.3325
18.41 14.30 NuSTAREnergy NS 9.4 21 17.11 –0.30 .40 71.82 39.53 Pentair PNR 1.5 19 57.68 –4.53 .22 23.94 14.20 ResideoTech REZI ... 10 14.31 –0.31 ... 31.29 18.29 SixFlags SIX ... 20 18.87 –0.07 ... 118.04 67.31 TKO TKO .6 40 81.97 +4.003.86
86.32 52.23 Nutrien NTR 3.8 8 55.49 –3.91 .53 348.67 144.76 Penumbra PEN ... cc 192.81 –12.69 ... 243.52 132.24 ResMed RMD 1.4 22 134.65 –9.55 .48 56.53 32.16 SkechersUSA SKX ... 14 46.10 –2.33 ... 9.23 5.14 TPG RE Fin TRTX17.2 dd 5.57 –0.34 .24
2.55 1.00 NuvationBio NUVB ... dd 1.02 –0.15 ... 21.03 2.20 Perfect PERF ... dd 2.50 –0.30 ... 78.30 57.35 RestaurantBrands QSR 3.3 20 65.88 +0.40 .55 7.65 3.59 SkeenaRscs SKE ... dd 3.85 –0.60 ... 25.00 18.71 TXO Partners TXO 9.9 5 19.30 –0.65 .48
58.98 35.40 nVentElectric NVT 1.5 16 45.88 –1.50 .175 64.34 49.73 PerformanceFood PFGC ... 22 55.02 –0.61 ... 32.59 12.25 Revolve RVLV ... 23 12.98 –0.61 ... 43.40 13.85 Skillsoft SKIL ... dd 16.70 –1.64 ... 110.69 59.43 TaiwanSemi TSM 1.7 15 85.99 –5.32.4724
11.25 3.04 PerimeterSolns PRM ... 7 3.11 –0.05 ... 150.17 96.70 Revvity RVTY .3 15 97.87 –3.80 .07 24.80 3.96 Skillz SKLZ ... dd 4.66 –0.16 ... 17.15 12.99 TakedaPharm TAK 4.1 19 13.47 –1.06 .31
O 76.82 44.68 SkylineChamp SKY ... 10 58.71 –0.89 ...
27.77 16.65 PermianBasin PBT 4.1 18 20.07 –0.48.0429 41.63 27.42 RexAmerRscs REX ... 25 36.87 –0.53 ... 22.46 10.69 TalosEnergy TALO ... 4 15.58 –0.48 ...
15.49 8.43 PermianRscs PR 1.4 10 14.64 –0.41 .05 66.71 41.56 RexfordIndlRealty REXR 3.6 40 41.91 –2.13 .38 4.12 2.03 SmartRent SMRT ... dd 2.34 –0.12 ... 25.23 17.22 Tanger SKT 4.8 26 21.69 –1.58 .26
34.30 22.34 OFGBancorp OFG 3.0 8 29.41 +0.71 .22
3.93 2.00 PermianvilleRT PVL 17.4 5 2.15 –0.10.006 11.10 10.14 RigelResourceA RRAC ... 42 10.92 –0.01 ... 52.81 25.09 Smartsheet SMAR ... dd 38.10 –2.92 ... 47.48 27.07 Tapestry TPR 5.1 7 27.60 –0.52 .35
41.00 31.25 OGE Energy OGE 4.9 15 33.80 +0.28.4182
7.99 4.10 PermRock PRT 12.2 7 5.48 –0.62.0408 49.32 25.21 RingCentral RNG ... dd 25.30 –2.34 ... 76.94 51.92 SmithAO AOS 1.9 34 67.81 +1.15 .32 88.78 64.85 TargaResources TRGP 2.4 23 84.39 –2.30 .50
23.57 14.55 O-I Glass OI ... 4 15.24 +0.05 ...
40.81 26.90 Perrigo PRGO 4.0 dd 26.98 –2.85 .273 80.52 52.25 RioTinto RIO 6.3 12 63.75 +3.19 1.77 33.09 21.53 Smith&Nephew SNN 3.4 43 21.64 –0.78.288 181.70 102.93 Target TGT 4.1 15 107.23 –1.60 1.10
89.01 60.92 ONE Gas OGS 4.2 15 61.51 –4.46 .65
16.55 8.88 PetroleoBrasil PBR 23.2 3 15.33 –0.88.1496 6.73 3.48 Riskified RSKD ... dd 3.66 –0.04 ... 163.07 110.49 Smucker SJM 3.8 dd 112.75 +0.02 1.06 42.22 22.89 TaroPharm TARO ... 38 32.77 –0.69 ...
71.57 55.91 ONEOK OKE 5.8 12 65.44 –2.14.955
15.30 7.86 PetroleoBrasilA PBR.A25.2 3 14.10 –0.93.1496 10.45 7.40 RithmCapital RITM10.9 6 9.14 +0.13 .25 13.89 7.86 Snap SNAP ... dd 9.30 –0.14 ... 52.09 24.60 TaylorMorrison TMHC ... 5 37.89 –0.59 ...
11.20 5.73 ON24 ONTF .0 dd 5.98 –0.24 1.09
54.93 30.02 Pfizer PFE 5.4 8 30.11 –0.54 .41 89.78 64.65 RobertHalf RHI 2.6 17 72.99 –0.67 .48 297.26 215.47 Snap-On SNA 2.6 14 252.34 –0.56 1.62 11.25 3.53 Team TISI ... 0 8.02 –0.36 ...
16.49 12.09 Openlane KAR ... dd 13.13 –0.62 ...
105.62 87.23 PhilipMorris PM 5.9 17 87.47 –5.09 1.30 47.65 24.88 Roblox RBLX ... dd 30.99 –0.76 ... 193.94 119.27 Snowflake SNOW ... dd 143.38 –4.29 ... 22.29 10.06 TechnipFMC FTI .9 dd 21.60 +1.02 .05
76.11 55.51 OccidentalPetrol OXY 1.2 11 62.23 –2.95 .18
125.19 89.74 Phillips66 PSX 3.8 5 110.93 –2.61 1.05 11.95 6.11 RocketCos. RKT ... dd 7.30 –0.01 ... 112.35 49.74 SOQUIMICH SQM 9.5 4 51.09 –0.60.5119 49.34 29.75 TeckResourcesB TECK 1.0 12 36.13 –3.24.094
27.46 12.84 OceaneeringIntl OII ... 31 23.17 –1.75 ...
4.82 1.10 PhoenixNewMedia FENG ... dd 1.28 +0.01 ... 348.52 230.90 Rockwell ROK 1.9 21 262.00 –4.06 1.25 8.11 3.08 SohoHouse SHCO ... dd 6.96 –0.26 ... 54.40 19.90 Tecnoglass TGLS 1.1 8 32.35 –0.20 .09
37.17 21.15 OcwenFinancial OCN ... dd 22.81 +0.63 ...
40.00 12.37 Phreesia PHR ... dd 12.45 –2.65 ... 50.16 36.55 RogersComm B RCI 4.0 17 36.76 –0.08.3795 13.75 7.15 SolarisOilfield SOI 4.9 11 8.95 –1.18 .11 7.26 3.81 Teekay TK ... 4 7.03 +0.38 ...
19.35 5.63 Offerpad OPAD ... dd 7.88 –0.67 ...
16.34 11.01 PhysiciansRealty DOC 8.3 26 11.07 –0.26 .23 240.97 98.45 Rogers ROG ... 22 119.65 –4.72 ... 12.22 7.94 SolarWinds SWI ... dd 9.46 +0.45 ... 49.49 26.40 TeekayTankers TNK 2.0 3 48.89 +6.17 .25
69.09 27.84 Oil-Dri ODC 2.1 13 56.06 –1.22 .29
11.37 5.02 PiedmontOfficeA PDM 9.9 8 5.07 –0.13 .125 45.04 32.19 Rollins ROL 1.7 43 36.10 +3.05 .15 8.86 3.39 SoloBrands DTC ... 14 3.83 –0.19 ... 20.65 15.25 TejonRanch TRC ... 29 15.35 –0.14 ...
10.47 5.50 OilStatesIntl OIS ... 52 7.99 +0.37 ...
86.03 66.63 PinnacleWest PNW 4.8 21 73.77 –0.46 .88 10.96 9.96 RossAcqnIIA ROSS ... 47 10.83 +0.01 ... 2.95 0.22 Sonendo SONX ... dd .23 –0.08 ... 34.73 15.51 TeladocHealth TDOC ... dd 15.57 –2.89 ...
29.89 22.70 OldRepublic ORI 3.6 9 26.94 +0.07.245
30.86 20.60 Pinterest PINS ... dd 24.36 –1.60 ... 104.72 77.90 RoyalBkCanada RY 5.1 10 78.19 –2.78.9959 62.26 39.02 SonicAutomotive SAH 2.4 dd 49.15 +3.69 .30 6.88 3.82 TelecomArgentina TEO 22.3 dd 5.56 –0.07.208
64.70 42.10 Olin OLN 1.9 9 42.12 –4.06 .20
274.70 177.27 PioneerNatRscs PXD 6.9 10 238.79 –12.14 .59 112.95 45.80 RoyalCaribbean RCL ... 26 82.81 +2.77 ... 17.40 6.00 SonidaSrLiving SNDA ... dd 8.75 –0.25 ... 448.71 367.73 TeledyneTech TDY ... 22 370.71 –17.67 ...
9.55 5.19 Olo OLO ... dd 5.20 –0.27 ...
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162.20 120.97 PiperSandler PIPR 1.8 28 134.67 –0.27 .60 22.00 1.57 RubiconTech RBT ... dd 1.66 +0.01 ... 64.89 49.98 SonocoProducts SON 4.0 10 50.63 –0.32 .51 276.43 178.67 Teleflex TFX .8 23 179.39 –8.17 .34
34.77 25.61 OmegaHealthcare OHI 8.1 33 32.95 –0.20 .67
4.85 2.80 PitneyBowes PBI 6.5 dd 3.06 –0.34 .05 5.48 2.77 RushStreetInt RSI ... dd 3.30 –0.36 ... 100.94 66.67 Sony SONY .5 15 80.04 –3.15.2861 9.32 6.49 TelefonicaBras VIV 5.2 17 8.89 –0.07.0152
99.23 69.74 Omnicom OMC 3.8 11 73.99 +0.05 .70
85.91 44.13 PlanetFitness PLNT ... 37 54.19 +1.03 ... 50.64 32.13 RyanSpecialty RYAN ... 74 45.23 –0.01 ... 75.80 61.56 Southern SO 4.2 24 66.53 +0.80 .70 4.53 3.35 Telefonica TEF 6.2 12 3.75 –0.19.1646
37.08 15.91 OnHolding ONON ... cc 24.51 –0.53 ...
5.81 2.05 PlanetLabs PL ... dd 2.07 –0.07 ... 107.90 76.15 RyderSystem R 3.1 9 92.39 –9.28 .71 87.59 46.19 SoCopper SCCO 5.6 19 71.53 +1.331.00 29.58 21.75 TelekmIndonesia TLK 3.8 16 22.05 –1.481.1296
24.77 17.55 OneLiberty OLP 10.0 14 18.07 –0.35 .45
8.28 4.38 PlayAGS AGS ... 77 7.19 –0.16 ... 44.70 24.00 RyersonHolding RYI 2.7 9 27.26 +0.77.1825 11.66 9.99 SouthportAcqnA PORT ... 40 10.60 +0.01 ... 21.75 6.44 Telephone&Data TDS 4.2 dd 17.80 –0.17 .185
9.64 2.61 OneConnectFin OCFT ... dd 2.71 –0.34 ...
23.79 17.28 PlymouthIndREIT PLYM 4.6 dd 19.39 –0.51.225 98.60 77.18 RymanHospitality RHP 3.6 21 82.50 –1.781.00 40.38 22.22 SouthwestAir LUV 3.2 30 22.34 –1.86 .18 47.70 24.99 TempurSealy TPX 1.2 16 38.00 –1.88 .11
48.64 31.97 OneMain OMF 11.3 7 35.54 –1.341.00
138.49 84.69 Polaris PII 3.0 8 85.27 –7.89 .65 74.44 53.79 SouthwestGas SWX 4.4 dd 56.97 –0.60 .62 38.00 24.69 Tenaris TS .0 5 31.42 –1.25 .68
147.72 62.16 OntoInnovation ONTO ... 33 114.88 –3.09 ... S
51.58 38.01 PortlandGenElec POR 4.8 18 39.70 –0.34.475 7.53 4.57 SouthwesternEner SWN ... 1 7.07 –0.14 ... 9.29 3.55 TencentMusic TME ... 17 7.13 +0.48 ...
16.77 10.60 Ooma OOMA ... dd 10.74 –1.07 ...
98.84 78.85 PostHoldings POST ... 16 80.64 –0.98 ... 85.25 43.04 SpectrumBrands SPB 2.2 2 75.25 –0.75 .42 85.40 37.96 TenetHealthcare THC ... 11 53.12 –1.45 ...
49.32 31.23 Oppenheimer A OPY 1.8 13 33.71 –1.42 .15 145.10 92.67 SAP SAP 1.2 56 131.39 +0.692.1864
16.24 12.98 PostalRealty PSTL 7.1 cc 13.34 ....2375 43.93 18.00 SphereEnt SPHR ... 2 33.47 –0.31 ... 87.53 57.39 Tennant TNC 1.4 14 73.23 –0.59.265
2.74 1.70 OppFi OPFI ... dd 2.24 –0.10 ... 428.65 305.05 S&P Global SPGI 1.1 47 342.48 –7.55 .90
26.05 16.41 PowerSchool PWSC ... dd 19.33 –1.07 ... 12.64 2.80 SpireGlobal SPIR ... dd 3.42 –0.17 ... 57.73 29.18 Teradata TDC ... 76 42.22 –1.26 ...
127.54 74.05 Oracle ORCL 1.6 30 100.99 –0.86 .40 11.54 9.89 SDCLEDGEAcqn SEDA ... 59 10.72 +0.10 ...
87.36 41.56 PrecisionDrilling PDS ... 9 57.81 –2.42 ... 75.83 53.77 Spire SR 5.3 13 54.80 –2.81 .72 65.64 35.89 Terex TEX 1.6 6 43.81 –3.85 .17
13.08 9.40 Orange ORAN 4.9 18 11.59 +0.13.3142 15.24 6.85 SeacorMarine SMHI ... dd 14.00 –0.46 ...
68.54 52.00 PrestigeCnsHlth PBH ... dd 58.85 –0.83 ... 38.55 14.65 SpiritAeroSys SPR ... dd 21.27 –0.16 ... 3.45 0.62 TerranOrbital LLAP ... dd .83 +0.17 ...
12.66 5.99 OrchidIsland ORC 23.8 dd 6.04 –0.42 .12 6.24 1.33 SES AI SES ... dd 1.84 –0.30 ... 22.58 14.41 SpiritAirlines SAVE .0 dd 14.69 –1.65 .10
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

32.43 14.93 Organon OGN 7.5 5 14.96 –0.94 .28 220.00 135.00 Primerica PRI 1.3 16 194.27 –4.25 .65 67.03 50.42 TerrenoRealty TRNO 3.5 28 50.93 –1.37 .45
11.52 8.43 SFL SFL 8.9 ... 10.81 –0.10 .24 44.65 32.22 SpiritRealtyCap SRC 8.3 16 32.35 –0.86.6696
43.01 25.59 OriginBancorp OBK 2.0 9 29.40 +2.00 .15 16.47 12.27 PrimoWater PRMW 2.5 24 12.98 –0.28 .08 6.77 2.43 TetraTech TTI ... 33 5.55 –0.63 ...
14.63 11.04 SITE Centers SITC 4.7 23 11.09 –0.50 .13 182.00 69.29 Spotify SPOT ... dd 159.35 +9.43 ...
6.07 2.10 OrionGroup ORN ... dd 4.48 –0.85 ... 36.19 19.17 PrimorisSvcs PRIM .8 13 29.16 –1.06 .06 11.45 7.09 TevaPharm TEVA ... dd 8.12 ... ...
83.88 56.96 SJW Group SJW 2.6 20 58.67 +0.59 .38 11.45 10.10 SpreeAcqn1 A SHAP ... 38 10.88 –0.02 ...
9.95 4.41 OrionOffice ONL 8.7 dd 4.62 –0.13 .10 22.82 11.87 ProAssurance PRA 1.2 99 17.07 –0.87 .05 2739.00 1266.21 TexasPacLand TPL .7 34 1819.57 –94.183.25
21.73 18.26 SK Telecom SKM 5.5 10 20.20 –0.27.3492 16.68 7.25 Sprinklr CXM ... cc 13.33 +0.07 ... 49.60 28.30 Textainer TGH 2.4 8 49.17 +15.02 .30
26.91 15.26 Orion OEC .4 11 20.19 +0.16.0207 76.86 41.80 ProcoreTech PCOR ... dd 60.98 –1.90 ... 44.65 19.06 SLGreenRealty SLG 11.1 dd 29.25 –2.95.2708
158.38 130.96 Procter&Gamble PG 2.6 24 147.16 –0.89.9407 41.96 28.04 Sprott SII 3.5 21 28.82 +0.29 .25 81.39 61.27 Textron TXT .1 16 75.25 –0.65 .02
101.56 68.78 Orix IX 2.9 11 89.59 +0.451.5303 48.55 24.66 SM Energy SM 1.5 5 40.54 –2.31 .15
161.00 111.41 Progressive PGR .3 33 153.06 –1.78 .10 12.40 3.73 SprucePower SPRU ... dd 3.75 –0.88 ... 609.85 415.60 ThermoFisher TMO .3 28 431.41 –32.95 .35
101.81 61.13 OrmatTech ORA .8 40 61.42 –5.04 .12 9.50 2.54 SOS SOS ... dd 3.32 –0.05 ...
136.67 96.64 Prologis PLD 3.6 31 97.32 –5.11 .87 34.38 16.86 Squarespace SQSP ... dd 27.86 –1.50 ... 29.17 17.21 Thermon THR ... 23 26.12 –0.35 ...
9.89 2.05 OscarHealth OSCR ... dd 4.85 –0.25 ... 91.94 61.09 SPX Tech SPXC ... 59 78.63 –0.47 ...
5.94 3.35 PropertyGuru PGRU ... dd 3.76 –0.44 ... 65.99 33.76 St.Joe JOE 1.0 29 46.17 –2.85 .12 138.85 100.53 ThomsonReuters TRI 1.7 26 117.88 –3.97 .49
106.66 72.09 Oshkosh OSK 1.9 11 86.33 –2.54 .41 38.83 30.41 STAG Indl STAG 4.6 32 32.24 –0.34.1225
12.58 6.33 ProPetro PUMP ... 13 10.51 –0.18 ... 42.42 30.15 StandardMotor SMP 3.5 16 33.21 +0.82 .29 116.31 74.00 ThorIndustries THO 2.3 12 84.99 –5.02 .48
12.12 9.63 OsirisAcqn OSI ... dd 10.60 +0.22 ... 91.10 57.18 SabineRoyalty SBR 12.7 7 58.32 –2.93.2787
78.76 49.60 ProsperityBcshs PB 4.2 11 53.83 +3.10 .56 168.81 94.54 StandexIntl SXI .9 12 140.68 –2.21 .30 12.67 3.50 3D Systems DDD ... dd 3.56 –0.88 ...
6.25 2.48 OsiskoDevelopment ODV ... dd 3.18 –0.05 ... 3.85 2.51 SafeBulkers SB 6.3 3 3.18 –0.12 .05 104.21 70.70 StanleyBlackDck SWK 3.9 dd 82.03 +4.11 .81 133.91 85.35 3M MMM 6.9 dd 87.52 +0.97 1.50
17.96 9.94 OsiskoGold OR 1.4 dd 12.35 –0.02.0452 39.52 22.04 ProtoLabs PRLB ... dd 23.28 –1.78 ... 35.53 15.00 Safehold SAFE 4.7 dd 15.12 –0.22 .177 69.02 46.35 Stantec STN 1.0 30 59.96 –1.44 .147 73.55 28.14 Tidewater TDW ... 72 68.58 –1.84 ...
91.33 69.12 OtisWorldwide OTIS 1.8 23 76.14 –1.39 .34 24.58 13.43 ProvidentFinSvcs PFS 6.8 7 14.08 –0.02 .24 238.22 126.34 Salesforce CRM ... cc 196.57 –7.16 ... 13.10 6.88 Starrett A SCX ... 3 10.39 –0.17 ... 10.35 6.05 Tilly's TLYS ... dd 7.90 –0.34 ...
19.20 3.21 Ouster OUST ... dd 3.79 –0.37 ... 110.96 75.37 PrudentialFinl PRU 5.6 30 88.61 –1.88 1.25 18.42 7.21 SallyBeauty SBH ... 6 8.48 +0.53 ... 4.53 2.64 Startek SRT ... dd 4.34 +0.06 ... 95.08 67.63 Timken TKR 1.9 12 68.55 –1.18 .33
21.65 8.18 OutfrontMedia OUT 12.5 dd 9.62 +0.54 .30 34.37 18.40 Prudential PUK ... 15 20.33 +0.05 ... 32.41 8.42 Samsara IOT ... dd 22.21 –0.61 ... 21.73 16.06 StarwoodProp STWD 11.1 10 17.25 –0.79 .48 23.49 15.51 TimkenSteel TMST ... dd 19.85 +0.32 ...
4.87 2.65 OverseasShip OSG ... 9 4.86 +0.38 ... 65.46 53.71 PublicServiceEnt PEG 3.8 11 60.11 +0.81 .57 12.25 6.45 SanJuanBasin SJT 22.6 4 7.29 –0.13.0487 94.74 62.78 StateStreet STT 4.4 9 62.93 –1.93 .69 17.29 9.23 TItanIntl TWI ... 5 11.23 –0.89 ...
59.11 32.07 Ovintiv OVV 2.5 4 47.80 –2.10 .30 316.48 234.93 PublicStorage PSA 5.0 10 238.57 –12.623.00 22.05 12.62 SandRidgeEnergy SD 2.5 3 15.89 –0.37 .10 48.00 38.00 SteelPartners SPLP ... 6 43.00 –0.52 ... 27.00 15.65 Toast TOST ... dd 15.77 –1.81 ...
22.86 11.79 Owens&Minor OMI ... dd 13.87 –0.68 ... 86.16 37.06 PulteGroup PHM .9 6 71.92 +2.27 .16 6.31 4.27 SandstormGold SAND 1.2 26 4.71 –0.11.0145 11.97 6.20 Steelcase SCS 3.9 22 10.36 –0.16 .10 84.57 40.57 Toll Bros TOL 1.2 5 68.77 +0.10 .21
147.00 80.24 OwensCorning OC 1.9 9 111.53 –11.44 .52 40.50 22.14 PureStorage PSTG ... dd 32.95 –0.13 ... 28.87 21.49 SaratogaInvt SAR 12.1 8 23.05 –0.28 .71 20.71 12.79 Stellantis STLA ... 3 18.04 –0.84 ... 46.11 29.07 TootsieRoll TR 1.2 26 30.30 +0.39 .09
16.10 2.52 Owlet OWLT ... dd 4.05 +0.04 ... 11.08 10.18 PyrophyteAcqn PHYT ... 30 10.92 +0.08 ... 18.70 11.56 Sasol SSL 5.5 16 13.11 –0.12.5248 36.09 20.24 StellarBancorp STEL 2.4 11 21.45 –0.20 .13 307.54 140.66 TopBuild BLD ... 12 218.64 –8.43 ...
123.37 84.93 OxfordIndustries OXM 3.0 9 85.90 –3.43 .65 36.52 18.91 Q2 QTWO ... dd 29.38 –2.01 ... 44.09 32.13 SaulCenters BFS 6.9 21 34.09 –0.13 .59 14.83 3.00 Stem STEM ... dd 3.04 –0.32 ... 25.96 12.05 TopgolfCallaway MODG ... 24 12.13 –0.93 ...
51.18 36.07 Qiagen QGEN ... 25 36.11 –1.42 ... 26.88 13.92 SaversValue SVV ... 33 14.55 –0.53 ...
PQ 114.97 63.60 Stepan SCL 2.0 33 74.56 –1.03 .375 117.66 78.35 Toro TTC 1.7 23 81.28 –0.94 .34
6.41 2.55 QuadGraphics QUAD ... dd 4.73 +0.18 ... 62.12 42.73 Schlumberger SLB 1.8 19 55.83 –2.38 .25 254.00 160.15 Steris STE 1.0 cc 209.39 –7.66 .52 70.67 54.69 TorontoDomBk TD 5.2 10 54.90 –2.50.7193
216.45 138.67 QuakerHoughton KWR 1.3 cc 139.19 –4.94.455 31.74 21.26 SchneiderNatl SNDR 1.4 11 25.02 –1.66 .09
56.38 31.26 PBF Energy PBF 1.7 2 46.10 –2.15 .20 36.30 13.71 Stevanato STVN .2 50 28.72 –2.85.0578 5.19 1.21 Torrid CURV ... 10 2.16 –0.27 ...
29.63 18.71 QuanexBldg NX 1.2 11 26.32 –0.51 .08 86.63 45.00 SchwabC SCHW 2.0 17 50.12 –0.75 .25
18.19 14.32 PG&E PCG ... 17 15.81 –0.21 ... 51.72 35.96 StewartInfo STC 4.4 34 42.79 +3.18.475 11.21 9.77 TortoiseEcoIII A TRTL ... 32 10.52 ... ...
212.82 134.61 QuantaServices PWR .2 42 164.87 +0.17 .08 123.53 95.43 ScienceApplicat SAIC 1.4 12 106.91 –3.08 .37
32.78 17.43 PGT Innovations PGTI ... 17 29.81 –0.79 ... 68.77 53.48 StifelFinancial SF 2.6 13 55.80 –1.90 .36 67.78 54.10 TotalEnergies TTE ... 8 66.27 +0.39 ...
13.86 5.11 QuantumScape QS ... dd 5.28 –0.56 ... 64.20 40.34 ScorpioTankers STNG 1.7 4 57.72 +2.82 .25
37.00 24.49 PHINIA PHIN 3.9 ... 25.51 –0.90 .25 55.85 29.57 STMicroelec STM .5 9 39.59 –0.18 .06 12.65 7.05 TownsquareMedia TSQ 9.2 cc 8.19 –0.40.1875
2.54 0.69 Qudian QD ... 15 1.80 –0.04 ... 88.61 43.67 ScottsMiracleGro SMG 5.9 dd 45.00 –1.46 .66
4.37 2.33 PHX Minerals PHX 2.4 5 3.69 +0.14.0225 25.87 14.18 Stoneridge SRI ... dd 16.08 –0.75 ... 195.65 132.35 ToyotaMotor TM 2.2 11 172.81 –0.672.4959
158.34 119.59 QuestDiag DGX 2.2 19 127.68 +3.95 .71 8.90 3.71 ScullyRoyalty SRL 19.2 dd 4.09 –0.01 .17
86.92 59.61 PJT Partners PJT 1.4 22 72.37 –1.83 .25 54.47 30.66 Stride LRN ... 15 54.44 +9.84 ... 6.70 2.33 Traeger COOK ... dd 2.67 –0.08 ...
30.64 19.02 PLDT PHI 5.6 21 21.61 +0.09.8628 R 12.68 7.93 SculptorCapMgmt SCU 2.8 dd 12.65 +0.52 .06 306.93 205.43 Stryker SYK 1.1 37 261.91 –3.78 .75 211.71 155.23 TraneTech TT 1.6 23 184.69 –2.58 .75
170.28 109.40 PNC Finl PNC 5.6 8 111.24 –0.58 1.55 88.84 34.87 Sea SE ... cc 39.97 –4.64 ... 9.57 1.88 StudioCity MSC ... dd 4.90 –0.65 ... 10.40 7.30 Transalta TAC 2.2 10 7.35 –0.37.0405
49.60 42.67 PNM Resources PNM 3.4 24 42.94 –1.76.3675 256.29 195.18 RBC Bearings RBC ... 40 216.10 –9.18 ... 16.18 9.72 SeabridgeGold SA ... dd 10.99 –0.58 ... 63.21 49.45 SturmRuger RGR 2.8 14 53.92 –0.69 .36 47.35 27.23 TrancntlRlty TCI ... 1 28.72 –0.30 ...
133.09 42.28 POSCO PKX 1.8 24 77.97 –5.37.7334 67.77 48.72 RB Global RBA 1.7 67 62.24 –1.22 .27 50.72 28.36 SeaDrill SDRL ... 6 39.85 –0.92 ... 17.00 14.42 SuburbanPropane SPH 7.6 12 17.00 +0.38.325 940.00 545.29 TransDigm TDG ... 44 819.05 –3.71 ...
152.89 107.42 PPG Ind PPG 2.2 20 120.72 –4.00 .65 11.89 10.15 RCF Acqn A RCFA ... 33 11.00 +0.01 ... 56.43 28.50 SealedAir SEE 2.6 12 30.88 +1.83 .20 10.58 5.56 SumitomoMits SMFG 3.0 11 9.61 +0.11 .173 8.88 3.51 Transocean RIG ... dd 6.55 –0.61 ...
31.74 22.20 PPL PPL 4.0 25 24.28 +0.52 .24 35.89 25.45 RELX RELX 2.0 31 34.08 –0.35.2195 68.19 40.87 SeaWorldEnt SEAS ... 11 41.14 –1.35 ... 8.81 5.31 SummitHotelProp INN 4.5 dd 5.37 –0.29 .06 14.19 8.03 TransportadGas TGS ... 11 11.15 –1.53 ...
44.81 15.56 ProgHoldings PRG ... 8 27.10 –1.57 ... 24.28 10.37 RE/MAX RMAX 8.3 cc 11.13 +0.66 .23 33.51 18.86 SelectMedical SEM 2.2 14 22.61 –0.90 .125 39.56 23.95 SummitMaterials SUM ... 22 31.49 –3.44 ... 82.75 43.23 TransUnion TRU 1.0 dd 43.60 –21.52 .105
12.29 10.00 ProofAcqnIA PACI ... 61 10.83 ... ... 16.54 9.85 REV REVG 1.4 35 14.39 –0.39 .05 9.84 5.52 SelectWater WTTR 2.7 12 7.35 –0.13 .05 21.49 13.00 SummitMidstream SMLP ... dd 18.30 +0.85 ... 44.99 32.10 Travel+Leisure TNL 5.5 7 32.52 –1.13 .45
38.96 20.32 PROS PRO ... dd 32.42 –0.63 ... 406.38 212.08 RH RH ... 16 213.13 –19.32 ... 2.94 0.52 SelectQuote SLQT ... dd 1.24 +0.03 ... 163.83 102.74 SunComms SUI 3.4 59 108.04 +2.34 .93 194.51 157.33 Travelers TRV 2.5 17 160.68 –0.911.00
35.57 4.30 PSQ PSQH ... dd 6.45 +0.87 ... 149.65 123.05 RLI RLI .8 21 130.27 –2.30 .27 84.13 63.75 Sempra SRE 3.4 18 69.72 +1.16.595 53.21 41.48 SunLifeFinancial SLF 5.0 12 44.74 –1.27.5518 12.51 4.50 Tredegar TG .0 dd 4.52 –0.51 .13
13.41 8.75 P10 PX 1.4 88 9.10 –0.20.0325 12.92 9.07 RLJ Lodging RLJ 4.4 29 9.13 –0.37 .10 12.48 7.16 Semrush SEMR ... dd 8.05 –0.26 ... 10.43 6.59 SunCokeEnergy SXC 4.2 9 9.55 +0.14 .10 55.30 38.18 TreeHouseFoods THS ... 41 41.47 +0.76 ...
94.51 48.41 PVH PVH .2 25 72.31 –0.55.0375 3.06 1.25 RLX Tech RLX ... 36 1.65 +0.05 ... 20.98 10.44 SendasDistrib ASAI .7 17 11.16 +0.26.0358 37.23 27.59 SuncorEnergy SU 4.8 10 32.47 –1.42.3868 76.05 38.68 Trex TREX ... 41 54.28 –0.59 ...
158.66 117.95 PackagingCpAm PKG 3.3 17 150.18 +5.70 1.25 11.40 6.54 RPC RES 1.9 8 8.44 –0.46 .04 54.34 34.14 SensataTech ST 1.4 14 34.31 –1.25 .12 15.40 2.97 SunlandsTech STG ... 1 5.67 +0.12 ... 34.04 15.72 TriPointe TPH ... 6 24.44 –0.23 ...
35.33 19.19 PagerDuty PD ... dd 19.64 –0.01 ... 107.40 78.52 RPM RPM 2.1 23 89.22 –4.01 .46 79.19 52.90 SensientTech SXT 2.9 18 55.88 –1.70 .41 24.82 7.62 SunnovaEnergy NOVA ... dd 8.63 –0.04 ... 9.56 6.55 TriconRes TCN 3.5 8 6.56 –0.22.058
14.97 7.03 PagSeguroDig PAGS ... 8 7.05 –0.49 ... 11.67 8.62 RPT Realty RPT 5.5 14 10.15 +0.08 .14 24.20 12.43 SentinelOne S ... dd 15.32 –0.66 ... 51.85 40.81 Sunoco SUN 6.8 15 49.21 –1.41.842 121.60 60.61 TriNet TNET ... 18 104.24 –9.14 ...
20.24 5.92 PalantirTech PLTR ... dd 15.07 –1.04 ... 104.91 68.56 RTX RTX 3.0 37 79.16 +6.61 .59 3.90 1.86 SequansComms SQNS ... ... 2.81 +0.03 ... 11.38 8.60 SunstoneHotel SHO 2.4 22 9.04 –0.24 .07 31.68 20.04 TrinityIndustries TRN 5.1 22 20.29 –1.29 .26
48.79 24.61 PampaEnergia PAM ... 4 38.90 –2.13 ... 25.50 14.75 RXO RXO ... cc 17.27 –1.56 ... 12.79 7.10 SeritageGrowth SRG ... dd 7.12 –0.45 ... 4.20 2.57 SuperGroup SGHC ... ... 3.52 ... ... 30.54 5.48 Trinseo TSE .7 dd 5.99 +0.12 .01
 46 BARRON’S October 30, 2023

D ATA NYSE NASDAQ ISSUES B A R R ON S .C OM / D ATA

–52-Week– Tick Div –52-Week– Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.

Five-Day Nasdaq Composite

17.33 10.70 TripleFlagPrecMtl TFPM 1.6 37 12.98 ....0525 33.09 11.69 VistaEnergy VIST ... 9 29.24 –1.35 ... A
13.47 9.13 TriplePtVent TPVG17.4 dd 9.20 –0.23 .40 33.78 22.97 VistaOutdoor VSTO ... dd 24.75 +0.48 ...
71.39 41.43 AAON AAON .6 30 53.74 +0.57 .08
10.92 9.96 TristarAcqnI TRIS ... 31 10.73 –0.01 ... 34.28 21.18 Vistra VST 2.6 9 32.02 +0.09.206
33.99 13.73 AcadiaPharm ACAD ... dd 21.76 –0.40 ...
13.33 7.00 TriumphGroup TGI ... 6 7.26 –0.33 ... 73.27 39.74 VitalEnergy VTLE ... 1 51.53 –3.38 ...
29.88 8.95 ACELYRIN SLRN ... ... 9.46 –0.42 ...
17.61 10.08 Tronox TROX 4.9 dd 10.19 –0.81 .125 27.39 13.90 VitesseEnergy VTS 8.5 29 23.50 –1.57 .50
29.14 19.56 ACI Worldwide ACIW ... 30 19.75 –1.41 ... River Deep: Amazon.com sales surged in the September quarter, but
22.01 10.15 TrueBlue TBI ... dd 10.82 –3.09 ... 181.14 108.97 VMware VMW ... 43 142.20 –8.71 ...
3.83 1.68 AC Immune ACIU ... dd 2.71 +0.25 ... cloud growth slowed a bit at Alphabet’s Google. The Nasdaq Composite
51.26 25.56 TruistFinl TFC 7.5 7 27.62 +0.46 .52 33.08 16.71 Vontier VNT .3 15 29.14 –0.88.025
21.07 5.85 ACM Research ACMR ... 13 13.71 –4.15 ...
24.78 15.00 TsakosEnergy TNP 2.7 2 22.60 +1.63 .40 26.76 12.31 VornadoRealty VNO .0 dd 19.53 –0.77 .375
8.00 0.61 Tupperware TUP ... ... 1.54 –0.18 ... 78.11 58.83 VoyaFinancial VOYA 2.4 12 65.80 –0.13 .40
18.68 6.51 ACV Auctions ACVA ... dd 13.08 –1.00 ... Index ended Friday at 12,643—down 2.6% for the week.
4.65 2.47 ADMA Biologics ADMA ... dd 3.31 +0.15 ...
5.63 3.26 TurkcellIletism TKC 1.7 5 4.33 –0.03.0953 229.75 159.76 VulcanMatls VMC .9 31 193.69 –7.86 .43 23.21 6.36 Adtran ADTN 5.6 dd 6.38 –0.83 .09
26.31 18.96 TurningPoint TPB 1.3 33 19.84 –1.55.065 Monday Tuesday Wednesday Thursday Friday
W 18.00 0.10 AerwinsTech AWIN ... 0 .12 ... ...
9.60 4.90 TutorPerini TPC ... dd 7.00 +0.05 ... 17.72 9.91 AFC Gamma AFCG19.6 6 10.62 –0.49 .48
3.12 0.82 Tuya TUYA ... dd 1.68 +0.04 ... 13,175
9.16 3.62 W&T Offshore WTI ... 5 4.15 ... ... 12.25 6.98 AGNC Invt AGNC20.6 dd 7.00 –1.20 .12
79.70 41.00 Twilio TWLO ... dd 50.19 –3.14 ... 101.11 75.47 WEC Energy WEC 3.8 19 81.73 +0.53 .78 12.25 10.08 AIBAcqnA AIB ... dd 11.33 +0.01 ...
15.40 6.30 TwinRidgeCapA TRCA ... cc 7.65 +0.76 ... 204.06 148.82 WEX WEX ... 26 163.32 –24.42 ... 11.57 10.13 ALSPOrchidI A ALOR ... cc 10.96 +0.01 ...
11.00 9.95 twoA TWOA ... 54 10.51 ... ... 21.00 9.65 WKKellogg KLG ... ... 10.39 +0.25 ... 13.64 3.94 AlxOncology ALXO ... dd 6.69 –0.48 ... 13,005
18.67 9.83 TwoHarbors TWO 21.1 dd 9.95 –0.96 .45 94.96 51.84 WNS WNS ... 17 53.35 –3.53 ... 27.46 9.96 AMC Networks AMCX ... dd 11.16 –1.07 ... (Previous Friday Close)
426.83 281.11 TylerTech TYL ... 94 363.60 –4.11 ... 85.94 51.36 W.P.Carey WPC 8.1 15 53.12 +0.301.071 59.51 47.53 Amerisafe AMSF 2.7 15 50.22 –2.43 3.50
69.07 44.94 TysonFoods TSN 4.2 49 45.62 –0.67 .48 ... ... W.P.CareyWi WPC.WI ... ... 51.00 ... ... 42.11 26.88 A-MarkPrecMet AMRK 2.9 4 27.74 –1.22 .20
65.89 32.16 ANI Pharm ANIP ... dd 58.88 +1.44 ... 12,835
U 64.07 41.13 WPP WPP 5.9 15 42.07 +0.64.9108
30.10 19.80 WabashNational WNC 1.6 5 20.63 –0.22 .08 351.23 206.36 Ansys ANSS ... 45 270.75 –8.97 ...
26.97 15.58 UBS Group UBS 2.4 2 23.36 –0.36 .55 119.70 88.91 Wabtec WAB .7 25 104.00 +4.30 .17 17.29 4.87 AN2 Therap ANTX ... dd 14.53 –0.46 ...
45.46 31.22 UDR UDR 5.3 23 31.56 –3.14 .42 101.02 61.06 Walker&Dunlop WD 3.9 15 64.91 –1.57 .63 50.58 30.67 APA APA 2.5 9 40.13 –2.03 .25 12,665
43.19 20.19 UGI UGI 7.1 dd 20.70 –0.09 .375 7.34 1.71 Wallbox WBX ... ... 1.72 –0.17 ... 20.99 15.00 ARKRestaurants ARKR 4.8 11 15.75 +0.39.1875
70.57 49.19 U-Haul UHAL ... 2 49.44 –2.14 ... 165.85 136.09 Walmart WMT 1.4 31 161.17 +2.41 .57 9.65 2.55 ARS Pharm SPRY ... dd 3.47 –0.04 ...
+34.52 +121.55 -318.65 +47.41
68.29 43.62 U-Haul N UHAL.B .3 ... 47.42 –1.90 .04 18.99 9.50 WarbyParker WRBY ... dd 12.88 –1.12 ... 771.98 437.12 ASML ASML .9 29 590.00 +9.901.5337 -225.62
11.48 10.01 A SPAC II ASCB ... 42 11.11 +0.05 ... 12,495
18.87 13.26 UMH Prop UMH 6.1 dd 13.53 –0.37.205 53.00 31.04 WarriorMetCoal HCC .6 5 48.13 +1.45 .07
0.30 0.05 A SPAC II Rt ASCBR ... ... .13 +0.03 ... 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4 10 12 2 4
60.59 41.43 Unitil UTL 3.5 17 45.81 +0.53.405 146.12 125.83 WasteConnections WCN .9 40 128.04 –8.41.285
10.21 2.73 AST Space ASTS ... dd 3.05 +0.12 ...
26.59 17.27 USA Compression USAC 8.5 cc 24.80 –0.50.525 173.71 148.31 WasteMgt WM 1.7 29 161.38 +4.80 .70
2.49 0.95 ATA Creativity AACG ... dd .96 –0.09 ...
69.60 44.01 UsanaHealth USNA ... 15 44.91 –10.97 ... 3.36 0.98 Waterdrop WDH ... 8 1.05 +0.02 ... 52-Week Tick Div 52-Week Tick Div
3.65 1.05 ATAI Life ATAI ... dd 1.06 –0.24 ...
46.86 13.79 US Cellular USM ... dd 41.39 –0.30 ... 353.71 231.90 Waters WAT ... 22 244.76 –8.88 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
50.27 27.53 ATN Intl ATNI 3.0 dd 28.04 –6.27 .21
44.52 28.02 US Foods USFD ... 21 36.93 –0.16 ... 406.08 243.38 Watsco WSO 2.9 23 342.90 –4.712.45 242.97 151.17 AlnylamPharm ALNY ... dd 151.76 –10.03 ... 20.11 2.13 ArcutisBiotherap ARQT ... dd 2.34 –0.13 ...
1.93 0.57 AVROBIO AVRO ... dd 1.52 –0.04 ...
124.11 78.17 US PhysTherapy USPH 2.0 44 84.50 –3.04 .43 192.93 138.56 WattsWater WTS .8 21 169.42 –2.85 .36 6.57 2.06 AXT AXTI ... dd 2.07 –0.17 ... 38.87 20.64 Alpha&Omega AOSL ... 64 24.01 –2.10 ... 5.13 1.16 Ardelyx ARDX ... dd 3.49 –0.07 ...
14.90 10.38 US Silica SLCA ... 6 12.37 –0.88 ... 90.71 28.70 Wayfair W ... dd 40.60 –3.27 ... 25.32 12.48 Abcam ABCM ... cc 22.90 +0.28 ... 11.29 10.12 AlphaStarAcqn ALSA ... 43 11.09 +0.03 ... 20.17 16.95 AresCapital ARCC10.3 8 18.66 –0.13 .48
6.98 3.00 UWM UWMC 8.0 66 4.99 +0.03 .10 12.45 3.74 WeaveComms WEAV ... dd 6.69 –0.41 ... 14.97 3.91 AbCelleraBio ABCL ... dd 3.91 –0.41 ... 0.15 0.06 AlphaStarRt ALSAR ... ... .09 ... ... 550.76 333.07 argenx ARGX ... dd 459.87 –15.20 ...
49.49 23.90 Uber UBER ... dd 41.23 –1.73 ... 56.46 31.03 WebsterFin WBS 4.3 7 36.81 –1.38 .40 11.60 8.00 Abivax ABVX ... dd 9.28 +0.98 ... 6.48 1.62 AlphaTeknova TKNO ... dd 2.00 –0.14 ... 3.20 0.36 ArgoBlockchain ARBK ... dd 1.18 +0.24 ...
350.63 112.29 Ubiquiti UI 2.1 17 116.67 –0.10 .60 95.57 58.75 WeisMarkets WMK 2.1 15 65.70 +0.46 .34 3.71 1.11 Absci ABSI ... dd 1.22 –0.04 ... 141.22 83.34 Alphabet A GOOGL ... 23 122.17 –13.43 ... 15.27 6.75 Arhaus ARHS ... 7 8.25 –0.63 ...
19.94 10.40 UiPath PATH ... dd 14.94 –0.59 ... 48.84 35.25 WellsFargo WFC 3.6 8 38.76 –1.51 .35 4.66 3.43 AcaciaResearch ACTG ... dd 3.54 +0.04 ... 142.38 83.45 Alphabet C GOOG ... 24 123.40 –13.34 ... 11.53 9.97 AriszAcqnA ARIZ ... 80 10.72 ... ...
4.25 2.18 UltraparPart UGP 1.6 17 4.05 +0.14.0516 86.97 57.10 Welltower WELL 3.0 cc 81.35 –2.54 .61 69.02 40.67 AcademySports ASO .8 6 43.27 –2.73 .09 19.14 8.83 Alphatec ATEC ... dd 9.55 –2.70 ... 0.21 0.04 AriszAcqnRt ARIZR ... ... .11 ... ...
13.05 6.29 UnderArmour A UAA ... 8 6.57 –0.71 ... 185.23 114.00 WescoIntl WCC 1.2 8 126.00 +0.43 .375 89.85 66.49 AcadiaHealthcare ACHC ... 24 72.03 –3.03 ... 11.48 10.05 AlphaTimeAcqn ATMC ... 64 10.69 +0.02 ... 69.00 46.50 Arm ARM ... ... 49.09 +1.22 ...
11.42 5.86 UnderArmour C UA ... 7 6.16 –0.60 ... 91.44 64.11 WestFraserTimber WFG 1.8 dd 65.64 –1.25 .30 0.25 0.06 AlphaTimeRt ATMCR ... ... .12 –0.03 ... 12.20 8.56 ArmadaAcqnI AACI ... dd 10.65 –0.04 ...
17.01 6.40 Accolade ACCD ... dd 6.56 –0.21 ...
10.54 5.85 Unifi UFI ... dd 6.55 +0.09 ... 415.73 206.99 WestPharmSvcs WST .2 43 320.92 –42.74 .20 10.93 10.10 AlphaVestAcqn ATMV ... 75 10.61 +0.01 ... 11.67 9.98 ArogoCapA AOGO ... 23 10.67 ... ...
10.94 9.93 AccretionAcqn ENER ... 58 10.52 +0.02 ...
205.59 150.50 Unifirst UNF .8 29 160.34 –3.01 .33 81.17 7.46 WestAllianceBcp WAL 3.6 5 40.10 –2.12 .36 0.57 0.11 AlphaVestAcqnRt ATMVR ... ... .15 ... ... 26.64 15.67 ArrayTech ARRY ... 34 17.07 –0.45 ...
0.29 0.01 AccretionAcqnRt ENERR ... ... .11 +0.01 ...
55.99 44.49 Unilever UL 4.0 14 46.26 –1.94.4746 11.64 7.00 WstAstMtgCap WMC 7.0 dd 8.05 –0.09 .14 14.92 5.36 AlpineImmune ALPN ... dd 9.30 –0.62 ... 47.00 0.91 Arrival ARVL ... ... .97 –0.05 ...
4.30 1.81 Accuray ARAY ... dd 2.58 –0.17 ...
240.48 183.69 UnionPacific UNP 2.6 19 201.72 –9.62 1.30 29.18 23.79 WesternMidstrm WES 8.5 10 27.05 –0.64 .575 15.04 4.68 AlsetCapAcqnA ACAX ... cc 10.50 ... ... 35.44 16.38 ArrowFinancial AROW 5.0 10 20.83 +2.81.2621
3.37 0.50 AcelRxPharm ACRX ... dd .50 –0.06 ...
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

9.37 2.71 Unisys UIS ... dd 2.76 –0.03 ... 14.84 10.07 WesternUnion WU 8.3 6 11.36 –1.86.235 78.49 43.68 AltairEngg ALTR ... dd 59.49 –1.65 ... 42.48 23.09 ArrowheadPharm ARWR ... dd 23.60 –1.84 ...
2.12 0.75 AchillesTherap ACHL ... dd .89 –0.04 ...
8.97 5.82 UnitedMicro UMC 6.3 8 7.07 –0.36.586 138.39 87.93 Westlake WLK 1.7 11 114.48 –1.09 .50 11.86 10.02 AltEnergyA AEAE ... 37 10.52 –0.04 ... 8.08 3.27 Arteris AIP ... dd 5.37 –0.51 ...
18.96 4.33 AclarisTherap ACRS ... dd 4.42 –0.86 ...
17.17 2.09 Altimmune ALT ... dd 2.31 +0.14 ... 63.00 38.76 ArtesianRscs A ARTNA 2.9 23 39.75 –0.03.284
47.88 12.88 UnitedNatFoods UNFI ... 42 14.14 –1.16 ... 39.30 26.84 WestRock WRK 3.1 dd 35.20 +0.88.275 24.80 8.98 AcordaTherap ACOR ... dd 9.56 –0.59 ...
17.67 3.52 AltisourcePortf ASPS ... dd 3.64 –0.61 ... 57.96 13.57 Arvinas ARVN ... dd 14.19 –0.64 ...
197.80 133.68 UPS B UPS 4.8 14 134.83 –17.13 1.62 14.20 8.91 Westwood WHG 6.6 dd 9.03 –0.03 .15 25.47 4.96 AcrivonTherap ACRV ... dd 5.02 –0.52 ...
14.60 5.52 Alvotech ALVO ... dd 8.98 +0.30 ... 134.53 64.33 AscendisPharma ASND ... dd 88.27 –1.73 ...
492.33 299.00 UnitedRentals URI 1.5 12 399.02 –7.38 1.48 130.80 1.84 WeWork WE ... dd 2.44 +0.39 ... 11.31 2.40 AcumenPharm ABOS ... dd 2.42 –1.04 ...
27.33 14.05 AmalgamFin AMAL 2.3 6 17.50 +1.42 .10 15.50 7.32 AscentIndustries ACNT ... dd 8.68 +0.33 ...
49.95 27.27 US Bancorp USB 6.3 9 30.64 –0.29 .48 36.00 27.65 Weyerhaeuser WY 2.7 33 28.62 –0.63 .19 1.96 0.40 AcutusMedical AFIB ... dd .50 –0.08 ...
2.23 0.68 Amarin AMRN ... dd .69 –0.06 ... 251.85 161.32 AspenTech AZPN ... dd 178.49 –2.43 ...
33.74 18.92 US Steel X .6 7 33.59 +1.75 .05 52.76 30.35 WheatonPrecMet WPM 1.4 32 43.53 +0.40 .15 2.10 0.90 Adagene ADAG ... dd 1.36 –0.04 ...
145.86 81.43 Amazon.com AMZN ... 67 127.74 +2.57 ... 1.78 0.67 AssemblyBiosci ASMB ... dd .82 –0.15 ...
558.10 445.68 UnitedHealth UNH 1.4 23 524.66 –2.37 1.88 18.40 0.98 WheelsUp UP ... dd 1.40 –0.11 ... 2.65 0.54 Adaptimmune ADAP ... dd .55 –0.01 ...
99.86 45.36 Ambarella AMBA ... dd 46.79 –3.11 ... 56.33 35.73 AstecIndustries ASTE 1.3 36 39.08 –3.12 .13
50.08 21.22 UnitySoftware U ... dd 25.54 –1.63 ... 160.74 98.40 Whirlpool WHR 6.9 dd 102.10 –26.90 1.75 10.79 3.94 AdaptiveBiotech ADPT ... dd 4.25 +0.13 ...
16.86 0.38 AmbrxBio AMAM ... ... 10.00 +1.57 ... 76.56 58.00 AstraZeneca AZN 2.3 31 61.89 –1.94 .465
57.83 44.40 Universal UVV 7.2 10 44.52 –1.52 .80 1617.00 1276.05 WhiteMtnIns WTM .1 16 1425.40 –42.511.00 114.99 77.30 AddusHomeCare ADUS ... 25 81.93 +0.99 ...
99.75 78.38 Amdocs DOX 2.2 17 78.69 –1.89 .435 16.28 4.48 AstriaTherap ATXS ... dd 4.86 –0.42 ...
57.52 37.00 UniversalHealth UHT 7.6 30 38.04 +0.51 .72 10.74 8.21 WhitestoneREIT WSR 5.0 12 9.52 +0.13 .04 12.37 7.12 Adeia ADEA 2.4 dd 8.27 –0.16 .05
106.02 69.36 Amedisys AMED ... cc 91.41 –1.33 ... 22.44 7.46 Astronics ATRO ... dd 14.80 –0.32 ...
158.57 109.35 UniversalHealthB UHS .6 13 123.34 –1.34 .20 14.41 6.69 WideOpenWest WOW ... dd 6.77 –0.24 ... 21.87 1.19 AdicetBio ACET ... dd 1.26 –0.24 ...
19.08 10.88 AmerAirlines AAL ... 5 10.92 –0.16 ... 17.21 11.10 AstroNova ALOT ... cc 13.28 +0.70 ...
20.15 9.13 UnivInsurance UVE 4.5 6 14.10 +0.44 .16 49.58 28.84 Wiley A WLY 4.7 dd 30.09 –0.98 .35 19.30 7.85 AdlaiNortye ANL ... ... 8.12 –1.13 ...
+1.58 .88 5.64 1.24 AtaraBiotherap ATRA ... dd 1.25 –0.12 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

574.40 278.23 Adobe ADBE ... 46 508.12 –32.84 ... 100.32 69.38 AEP AEP 4.7 19 74.93
8.90 5.57 UnvlTechInst UTI ... cc 8.41 +0.43 ... 49.19 28.58 Wiley B WLYB 4.6 dd 30.21 –0.95 .35 6.32 2.85 AteaPharm AVIR ... dd 3.08 +0.14 ...
3.78 1.17 AdvEmissions ADES ... dd 1.72 –0.01 ... 43.94 25.26 AmerNatlBkshrs AMNB 3.2 13 37.00 +0.06 .30
52.15 36.27 UnumGroup UNM 3.0 7 48.10 –0.84.365 36.22 27.80 Williams WMB 5.3 16 34.05 –0.87.4475 11.60 6.97 AmOutdoorBrands AOUT ... dd 8.30 –0.80 ... 4.41 1.52 AthiraPharma ATHA ... dd 1.55 –0.06 ...
17.68 12.98 UrbanEdgeProp UE 4.4 cc 14.47 –0.36 .16 164.47 109.44 Williams-Sonoma WSM 2.5 10 145.82 –11.31 .90 126.38 76.49 AdvEnergyInds AEIS .5 19 87.83 –3.05 .10
14.22 3.76 AmerPubEduc APEI ... dd 4.15 –0.50 ... 50.15 34.10 AtlantaBravesC BATRK ... ... 34.38 –0.89 ...
19.15 11.17 UtzBrands UTZ 1.9 cc 12.27 +0.64.057 70.53 51.74 Winnebago WGO 2.2 9 57.22 –1.12 .31 132.83 58.03 AdvMicroDevices AMD ... dd 96.43 –5.38 ...
17.52 10.11 AmerSoftware AMSWA 4.1 33 10.68 –0.65 .11 54.94 37.32 AtlantaBravesA BATRA ... ... 37.69 –0.49 ...
5.31 4.32 Wipro WIT .2 17 4.51 –0.10.1225 3.55 1.13 AdvantageSolns ADV ... dd 2.16 –0.33 ... 3.14 1.67 AtlanticAmerican AAME 1.1 cc 1.88 +0.08 .02
V 8.99 1.16 Aemetis AMTX ... dd 4.31 –0.34 ... 17.37 3.20 AmerSupercond AMSC ... dd 6.21 +0.19 ...
7.55 4.98 WisdomTree WT 1.9 24 6.21 –0.55 .03 80.27 43.27 AmericanWoodmark AMWD ... 10 65.75 –2.08 ... 11.12 9.79 AtlCoastal II A ACAB ... 66 10.60 ... ...
95.63 28.37 Wolfspeed WOLF ... dd 28.70 –3.18 ... 30.79 9.42 AerovateTherap AVTE ... dd 9.58 –1.55 ... 29.81 16.35 AtlanticaSust AY 10.0 cc 17.76 +1.07.445
34.90 15.11 VF VFC 7.1 56 16.90 –1.12 .30 124.33 80.58 AeroVironment AVAV ... dd 113.93 –2.94 ... 127.96 52.24 AmerCarMart CRMT ... 39 64.40 –10.70 ...
4.00 1.00 ViaOptronics VIAO ... dd 1.25 +0.03 ... 18.41 7.21 WolverineWwide WWW 5.0 dd 8.08 –0.28 .10 54.24 28.33 AmerisBancorp ABCB 1.7 9 35.94 –0.25 .15 43.70 21.65 Atlanticus ATLC ... 6 28.64 –0.73 ...
10.97 10.01 AetheriumAcqnA GMFI ... dd 10.87 +0.07 ... 215.77 113.86 Atlassian TEAM ... dd 176.46 –10.61 ...
35.07 27.20 VICI Prop VICI 6.1 12 27.34 –0.17 .415 26.93 19.95 WoodsideEnergy WDS 9.9 6 22.14 –0.59 .80 4.12 2.41 AmeriServFin ASRV 4.7 15 2.55 –0.05 .03
25.63 8.62 AffirmHldgs AFRM ... dd 16.93 –1.32 ... 29.40 11.02 AtourLifestyle ATAT .7 78 18.47 +0.29 .15
11.64 4.84 Vizio VZIO ... cc 4.88 –0.28 ... 33.09 23.74 WooriFinl WF 8.4 3 26.21 –1.48 .316 296.67 211.71 Amgen AMGN 3.3 18 261.57 –17.24 2.13
17.17 9.66 Afya AFYA ... 22 16.01 +0.60 ... 2.05 0.20 Atreca BCEL ... dd .21 –0.07 ...
13.70 6.86 VOC Energy VOC 10.3 7 8.69 –1.01.225 116.00 62.58 Workiva WK ... dd 93.52 –4.60 ... 14.10 9.10 AmicusTherap FOLD ... dd 10.71 –0.19 ...
88.16 59.29 Agilysys AGYS ... cc 80.46 +16.01 ... 59.61 32.90 AtriCure ATRC ... dd 33.34 –2.22 ...
6.68 3.12 VTEX VTEX ... ... 5.40 +0.19 ... 30.65 17.69 WorldKinect WKC 3.1 10 18.14 –2.24 .14 31.38 19.69 AmkorTech AMKR 1.4 9 20.77 –1.35 .075
31.87 19.80 AgiosPharm AGIO ... dd 19.97 –1.41 ... 705.74 305.05 Atrion ATRI 2.6 22 343.20 –3.90 2.20
56.75 36.45 V2X VVX ... dd 50.01 –0.81 ... 77.42 45.69 WorthingtonInds WOR 2.1 10 60.84 +0.54 .32 67.66 26.76 AmphastarPharm AMPH ... 23 44.64 +0.15 ...
4.85 2.37 Agora API ... dd 2.96 +0.09 ... 24.98 18.80 AuburnNatlBncp AUBN 5.1 8 21.10 –0.21 .27
5.73 3.51 VaalcoEnergy EGY 5.0 12 4.42 –0.11.0625 81.00 63.69 WyndhamHtls WH 2.0 21 70.93 –2.73 .35 28.95 18.50 AirT AIRT ... dd 23.11 +0.22 ... 11.98 6.95 AmtechSystems ASYS ... 29 7.31 –0.47 ...
41.93 15.68 AmylyxPharm AMLX ... dd 15.74 –1.10 ... 21.19 7.14 AudioCodes AUDC 5.0 17 7.19 –1.04 .18
269.50 204.88 VailResorts MTN 4.0 31 206.52 –9.492.06 XYZ 29.55 14.39 AirTransportSvcs ATSG ... 10 18.93 –0.77 ... 14.38 7.17 AuraBiosciences AURA ... dd 7.25 –1.15 ...
80.00 54.13 Valaris VAL ... 41 66.30 –2.93 ... 154.95 81.91 Airbnb ABNB ... 33 114.09 –2.40 ... 200.10 137.79 AnalogDevices ADI 2.1 22 160.57 –5.95 .86
32.44 16.13 AnaptysBio ANAB ... dd 16.35 –1.70 ... 11.64 10.06 AuraFatProjectsA AFAR ... 47 10.78 +0.02 ...
19.31 12.22 Vale VALE 5.4 6 13.49 +1.08.4056 5.00 1.62 XFinancial XYF .0 1 4.07 +0.37 .30 9.94 2.69 AirSculptTech AIRS ... dd 6.15 –0.65 ... 12.43 4.07 AuriniaPharm AUPH ... dd 7.19 –0.31 ...
5.99 2.01 ValensSemicon VLN ... dd 2.11 –0.34 ... 80.42 28.85 XPO XPO ... 95 67.33 –4.77 ... 109.24 70.65 AkamaiTech AKAM ... 34 102.01 –2.01 ... 15.24 4.90 AnavexLifeSci AVXL ... dd 5.20 ... ...
53.45 33.20 Andersons ANDE 1.5 20 49.31 +0.05 .185 3.92 1.10 AuroraInnov AUR ... dd 1.72 –0.10 ...
152.20 104.18 ValeroEnergy VLO 3.3 4 123.56 –7.62 1.02 17.36 10.90 XeniaHotels XHR 3.6 24 11.25 –0.36 .10 58.38 11.25 AkeroTherap AKRO ... dd 11.38 –1.10 ... 11.57 10.10 AuroraTechA ATAK ... cc 10.93 +0.02 ...
28.94 11.44 Valhi VHI 2.7 49 11.75 –0.52 .08 7.55 2.00 XinyuanRealEst XIN ... dd 2.67 –0.21 ... 14.38 3.11 Akoya AKYA ... dd 3.13 –0.50 ... 3.08 0.63 Anghami ANGH ... dd 1.07 +0.11 ...
4.18 1.57 Angi ANGI ... dd 1.59 –0.13 ... 233.69 179.61 Autodesk ADSK ... 48 195.15 –7.54 ...
353.36 188.63 ValmontInds VMI 1.3 26 188.80 –43.58 .60 23.62 6.18 XPeng XPEV ... dd 14.70 +1.28 ... 67.33 44.92 Alarm.com ALRM ... 43 53.39 –1.92 ... 3.53 1.60 AutolusTherap AUTL ... dd 2.64 +0.08 ...
11.28 10.17 AlchemyInv1 A ALCY ... ... 10.35 +0.01 ... 15.96 6.13 AngioDynamics ANGO ... 42 6.36 –0.39 ...
39.67 28.45 Valvoline VVV .0 dd 29.96 –0.77 .125 14.05 8.06 Xperi XPER ... dd 8.12 –0.38 ... 274.92 201.46 ADP ADP 2.3 26 214.84 –26.84 1.25
9.86 4.88 Alector ALEC ... dd 5.13 –0.16 ... 32.51 16.54 AnikaTherap ANIK ... dd 18.53 –0.34 ...
23.65 2.20 Vapotherm VAPO ... dd 2.78 –0.05 ... 33.58 13.71 XponentialFit XPOF ... dd 13.80 –0.24 ... 16.85 5.64 AvadelPharm AVDL ... dd 9.83 –0.50 ...
9.20 5.64 AlgomaSteel ASTL 2.9 24 6.97 +0.45 .05 7.65 1.57 Annexon ANNX ... dd 2.08 +0.31 ...
14.39 10.04 VectorGroup VGR 7.9 10 10.14 –0.58 .20 118.58 87.74 Xylem XYL 1.5 47 88.17 –3.64 .33 30.23 19.13 Avantax AVTA ... dd 25.77 +0.08 ...
33.20 22.58 Alico ALCO .8 dd 23.82 –0.26 .05 94.75 19.83 ApellisPharm APLS ... dd 47.54 +1.14 ...
225.49 154.30 VeevaSystems VEEV ... 57 189.52 –10.87 ... 51.27 29.78 Yeti YETI ... 54 41.17 +0.25 ... 2.05 0.67 AveannaHealth AVAH ... dd 1.20 –0.05 ...
413.20 172.05 AlignTech ALGN ... 41 190.94 –78.94 ... 51.69 36.62 ApogeeEnt APOG 2.3 9 41.37 –0.79 .24
4.13 1.11 Velo3D VLD ... dd 1.23 –0.27 ... 16.19 6.79 YPF YPF ... 2 11.04 –1.25 ... 7.65 3.59 AvePoint AVPT ... dd 7.30 +0.12 ...
13.92 4.88 AlignmentHlthcr ALHC ... dd 6.84 –0.26 ... 25.54 14.51 ApogeeTherap APGE ... ... 15.76 –1.28 ...
15.55 7.81 VelocityFinl VEL ... 10 11.40 +0.41 ... 5.77 3.01 Yalla YALA ... 12 5.31 +0.14 ... 39.80 21.15 AviatNetworks AVNW ... 27 25.46 –0.83 ...
2.41 0.54 AligosTherap ALGS ... dd .62 –0.14 ... 49.00 0.55 ApollomicsA APLM ... ... .86 –0.89 ...
53.15 35.89 Ventas VTR 4.3 cc 41.65 –0.18 .45 1.82 0.82 YatsenHolding YSG ... dd .92 –0.01 ... 33.41 19.78 AvidTechnology AVID ... 37 26.99 +0.06 ...
5.60 1.30 AlimeraSciences ALIM ... dd 3.16 +0.11 ... 207.40 100.20 AppFolio APPF ... dd 187.94 +9.83 ...
89.00 65.51 Veralto VLTO ... 20 67.99 –1.94 ... 47.59 25.30 Yelp YELP ... 69 41.05 –1.14 ... 25.74 4.84 AvidityBio RNA ... dd 4.87 –0.52 ...
18.93 10.70 AlkamiTech ALKT ... dd 18.27 +0.22 ... 54.26 29.80 Appian APPN ... dd 39.98 –1.07 ...
18.98 13.26 VerisResidential VRE 1.5 dd 13.42 –2.61 .05 14.35 4.97 Yext YEXT ... dd 5.89 –0.06 ... 12.75 7.02 AvidXchange AVDX ... dd 8.60 –0.33 ...
33.71 22.01 Alkermes ALKS ... 19 23.90 –3.12 ... 198.23 124.17 Apple AAPL .6 28 168.22 –4.66 .24
169.85 101.50 Veritiv VRTV 1.5 8 169.40 +0.20 .63 3.85 0.78 YirenDigital YRD ... 1 2.20 ... ... 251.26 153.55 AvisBudget CAR ... 3 160.95 –12.99 ...
8.73 1.74 Allakos ALLK ... dd 1.76 –0.06 ... 11.62 1.45 AppliedDigital APLD ... dd 4.81 +0.12 ...
42.58 30.14 Verizon VZ 8.0 7 33.44 +1.87.665 10.00 3.03 Youdao DAO ... dd 3.98 +0.19 ... 51.65 39.27 Avnet AVT 2.7 6 45.69 –0.91 .31
3.58 0.80 Allbirds BIRD ... dd .82 –0.10 ... 155.26 84.70 ApplMaterials AMAT 1.0 17 131.30 –2.82 .32
25.12 10.75 VermilionEnergy VET 1.8 2 14.63 –0.57.0734 143.25 114.10 Yum!Brands YUM 2.0 24 119.44 –0.51.605 2.01 1.07 Aware AWRE ... dd 1.08 –0.14 ...
130.93 62.94 AllegiantTravel ALGT 3.6 8 67.54 –5.77 .60 16.26 1.60 AppliedOptoelec AAOI ... dd 7.04 +0.13 ...
5.50 0.98 VerticalAerospace EVTL ... dd 1.03 –0.06 ... 64.70 40.00 YumChina YUMC 1.0 30 52.51 +1.03 .13 201.00 57.11 AxcelisTechs ACLS ... 22 138.04 –6.55 ...
53.05 23.92 AllegroMicro ALGM ... 23 27.63 –1.22 ... 3.11 0.64 AppliedTherap APLT ... dd 2.61 +0.11 ...
43.13 11.95 Vertiv VRT .0 56 36.42 –0.32 .01 29.38 8.00 ZimIntShipping ZIM 114.9 1 8.14 –0.336.40 41.25 2.59 AxcellaHealth AXLA ... dd 6.02 –1.84 ...
25.47 17.05 AllianceResource ARLP12.5 4 22.48 –1.23 .70 44.89 9.14 Applovin APP ... cc 36.22 –1.36 ...
20.25 13.83 Vestis VSTS ... ... 14.56 +0.05 ... 30.05 16.27 ZTO Express ZTO .0 16 23.55 –0.06 .37 229.95 138.61 AxonEnterprise AXON ... cc 200.76 –10.11 ...
57.52 45.15 AlliantEnergy LNT 3.7 19 48.93 +0.11.4525 11.04 9.86 APxAcqnI A APXI ... 83 10.99 –0.01 ...
38.69 17.10 Viad VVI ... 91 23.05 –1.67 ... 10.78 9.90 ZalatorisAcqn TCOA ... 83 10.56 –0.03 ... 75.14 47.59 Axonics AXNX ... dd 49.38 –3.25 ...
44.88 27.00 Allient ALNT .4 19 27.62 –0.63 .03 7.97 1.31 ApyxMedical APYX ... dd 2.38 –0.10 ...
3.99 0.33 VicariousSurgical RBOT ... dd .33 –0.05 ... 2.19 0.96 ZeppHealth ZEPP ... dd 1.00 –0.05 ... 91.29 40.88 AxsomeTherap AXSM ... dd 62.08 –2.17 ...
11.10 2.53 AllogeneTherap ALLO ... dd 2.53 –0.47 ... 2.69 0.72 AquestiveTherap AQST ... dd 1.42 –0.12 ...
48.16 13.62 Victoria'sSecret VSCO ... 8 18.52 –0.93 ... 11.28 7.24 ZetaGlobal ZETA ... dd 7.66 –0.72 ... 63.60 36.01 Azenta AZTA ... dd 46.37 –3.24 ...
4.69 1.79 Allot ALLT ... dd 1.87 –0.10 ... 2.46 0.11 Aravive ARAV ... dd .13 –0.05 ...
8.50 1.00 VinceHolding VNCE ... 1 1.08 –0.22 ... 5.24 1.66 ZeviaPBC ZVIA ... dd 1.78 –0.15 ... 3.15 1.69 ArbutusBiopharma ABUS ... dd 1.73 –0.01 ... B
8.95 1.34 AlloVir ALVR ... dd 1.34 –0.17 ...
19.13 6.73 Vipshop VIPS ... 8 14.47 –0.18 ... 2.11 0.89 Zhihu ZH ... dd 1.02 ... ... 122.86 68.00 ArcBest ARCB .5 22 102.26 +7.74 .12 20.22 9.40 BCB Bancorp BCBP 6.4 5 9.93 –0.70 .16
6.61 1.38 VirginGalactic SPCE ... dd 1.38 –0.26 ... 149.25 102.00 ZimmerBiomet ZBH .9 43 103.19 –1.37 .24 48.92 18.70 Arcellx ACLX ... dd 31.75 –1.58 ... 6.12 3.61 BGC BGC .7 54 5.77 –0.06 .01
53.60 3.85 VirnetX VHC .0 dd 4.13 –0.9120.00 24.05 10.27 ZipRecruiter ZIP ... 20 10.33 –0.29 ... Nasdaq Issues includes stocks traded on the Nasdaq 87.51 54.82 ArchCapital ACGL ... 14 81.36 –1.40 ... 37.83 21.64 BJsRestaurants BJRI ... 39 25.61 +1.57 ...
250.06 193.33 Visa V .9 28 229.27 –4.11 .52 194.99 124.15 Zoetis ZTS 1.0 33 156.03 –11.06 .375 Global Select and Nasdaq Global Market tiers. They are 17.60 0.58 Arcimoto FUV ... dd .62 –0.03 ... 110.85 62.42 BOK Fin BOKF 3.3 7 64.71 –8.19 .54
eligible for inclusion on the basis of SEC-approved
30.10 19.52 Vishay VSH 1.8 8 22.60 –0.40 .10 12.12 5.45 Zuora ZUO ... dd 7.28 –0.35 ... market value of publicly-held shares, trading volume, 14.22 7.85 ArcoPlatform ARCE ... dd 13.86 +0.02 ... 32.12 19.26 BRP Group BRP ... dd 21.09 +0.42 ...
45.69 30.18 VishayPrecision VPG ... 12 30.28 –1.55 ... 30.87 19.29 ZurnElkayWater ZWS 1.2 95 25.78 +0.19 .08 price and number of market-makers. 37.75 14.21 ArcturusTherap ARCT ... 6 18.41 –1.77 ... 92.74 61.64 BRP DOOO .8 7 67.49 –2.98 .132
 October 30, 2023 BARRON’S 47

D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
60.72 24.95 B RileyFin RILY 11.1 24 35.99 –2.03 1.00 69.35 46.56 CSG Systems CSGS 2.4 21 46.63 –4.49 .28 15.68 8.21 CogentBio COGT ... dd 8.23 –0.60 ... 7.57 3.69 DestinationXL DXLG ... 7 4.03 –0.28 ... 10.50 5.15 EverspinTech MRAM ... 28 9.67 –0.28 ...
8.19 3.50 Backblaze BLZE ... dd 4.94 –0.03 ... 26.39 7.08 CSP CSPI .9 16 17.90 –0.15 .04 75.00 52.00 CogentComm CCOI 5.9 3 63.49 +0.67 .945 3.32 2.24 Deswell DSWL 8.8 18 2.26 –0.05 .10 8.16 2.11 EVgo EVGO ... dd 2.19 –0.32 ...
160.88 75.75 Baidu BIDU ... 17 107.06 +0.60 ... 190.63 111.70 CSW Industrials CSWI .4 28 177.00 +2.90 .19 59.51 34.32 Cognex CGNX .8 35 34.64 –1.86 .07 139.55 74.75 DexCom DXCM ... 99 89.29 +3.32 ... 11.49 6.51 Evolus EOLS ... dd 7.71 –0.10 ...
13.58 2.82 Baijiayun RTC ... ... 3.01 –0.14 ... 34.38 27.60 CSX CSX 1.5 16 29.24 –1.52 .11 3.51 1.00 CognitionTherap CGTX ... dd 1.14 –0.15 ... 196.00 149.54 DiamondHillInvt DHIL 3.9 9 152.30 –6.20 1.50 13.49 7.80 Evotec EVO ... dd 8.36 –0.59 ...
37.58 26.12 BakerHughes BKR 2.3 21 34.81 –0.03 .20 29.25 10.66 CVB Fin CVBF 5.1 9 15.68 +0.05 .20 72.71 51.33 CognizantTech CTSH 1.8 15 63.30 –2.44 .29 171.40 119.01 DiamondbkEner FANG 2.1 8 160.05 –6.43 .84 4.20 1.33 Exagen XGN ... dd 1.51 –0.11 ...
143.88 110.74 Balchem BCPC .6 36 115.08 –7.39 .71 19.34 1.55 CabalettaBio CABA ... dd 12.80 –0.62 ... 6.23 2.31 CognyteSoftware CGNT ... dd 4.02 –0.58 ... 43.68 24.03 DigiIntl DGII ... 31 25.27 +0.01 ... 11.10 10.06 ExcelFinAcqnA XFIN ... dd 10.63 –0.03 ...
7.10 3.16 BallardPower BLDP ... dd 3.16 –0.17 ... 11.93 10.13 CactusAcqn1 A CCTS ... cc 10.87 –0.01 ... 10.99 2.56 CoherusBioSci CHRS ... dd 2.64 –0.90 ... 38.35 14.63 Digimarc DMRC ... dd 26.28 –0.88 ... 22.80 15.32 Exelixis EXEL ... 40 20.20 –0.91 ...
104.00 68.44 BancFirst BANF 2.1 12 80.69 –2.92 .43 255.85 138.76 CadenceDesign CDNS ... 66 230.87 –7.77 ... 43.99 29.63 Cohu COHU ... 20 30.55 –2.21 ... 12.00 10.52 DigitalHealth DHAC ... dd 11.75 –0.09 ... 44.37 35.71 Exelon EXC 3.7 18 38.43 –0.87 .36
29.07 9.34 Bandwidth BAND ... dd 9.56 –0.36 ... 60.27 38.33 CaesarsEnt CZR ... 12 39.14 –2.20 ... 114.43 31.55 CoinbaseGlbl COIN ... dd 70.78 –3.88 ... 29.80 12.34 DigitalWorldA DWAC ... dd 14.59 –0.47 ... 38.24 25.17 ExlService EXLS ... 25 25.64 –1.11 ...
49.52 30.72 BankOZK OZK 4.2 6 35.16 –0.44 .37 9.45 3.51 Caesarstone CSTE ... dd 3.82 –0.05 ... 30.22 16.86 CollegiumPharm COLL ... dd 21.16 –0.31 ... 36.51 15.57 DimeCommBcshs DCOM 5.5 6 18.14 –0.01 .25 25.39 9.96 eXpWorld EXPI 1.4 cc 14.41 +0.99 .05
30.86 19.53 Bank7 BSVN 4.1 5 20.69 –1.47 .21 65.32 42.25 Cal-MaineFoods CALM .1 4 45.56 –0.32.006 129.95 84.16 ColliersIntl CIGI .3 cc 88.16 +1.03 .15 97.45 67.33 Diodes DIOD ... 10 69.48 –5.37 ... 124.95 82.39 Expedia EXPE ... 16 93.08 –0.57 ...
10.60 7.17 BankFinancial BFIN 4.6 10 8.63 +0.12 .10 5.36 0.22 CalAmp CAMP ... dd .26 +0.01 ... 13.97 4.27 Collplant CLGN ... dd 5.09 –0.05 ... 57.70 11.80 DiscMedicine IRON ... dd 43.45 +0.39 ... 128.04 91.84 ExpeditorsIntl EXPD 1.3 16 107.75 –7.45 .69
31.61 21.22 BankwellFinl BWFG 3.4 5 23.80 +0.10 .20 38.97 22.64 CalavoGrowers CVGW 1.6 dd 25.63 +0.19 .10 14.27 8.59 ColonyBankcorp CBAN 4.6 8 9.61 –0.15 .11 11.17 10.15 DistokenAcqn DIST ... cc 10.58 +0.04 ... 13.86 2.45 Expensify EXFY ... dd 2.57 –0.26 ...
75.72 39.31 Banner BANR 4.6 7 41.84 +1.04 .48 26.17 12.78 CaliforniaBncp CALB ... 7 20.00 –0.06 ... 35.53 17.54 ColumbiaBanking COLB 7.5 9 19.21 +0.36 .36 32.87 14.07 DistributionSoln DSGR ... 52 30.21 +1.20 ... 112.75 64.61 Exponent EXPO 1.4 37 72.73 –13.29 .26
8.62 2.64 Baozun BZUN ... dd 2.98 +0.25 ... 25.64 13.30 CalliditasTherap CALT ... dd 16.11 –1.35 ... 22.31 14.11 ColumbiaFinl CLBK ... 33 16.04 +0.45 ... 3.30 0.61 DiversifiedHlthcr DHC 2.0 dd 1.98 +0.20 .01 11.52 4.09 Exscientia EXAI ... dd 5.02 –0.03 ...
100.85 76.22 BarrettBus BBSI 1.4 13 88.08 –1.70 .30 20.50 12.08 CalumetSpecialty CLMT ... dd 13.01 –3.72 ... 98.32 66.01 ColumbiaSportswr COLM 1.7 16 71.34 +0.01 .30 1.36 0.46 DixieGroup DXYN ... dd .54 –0.04 ... 32.73 14.63 ExtremeNetworks EXTR ... 35 20.54 –0.34 ...
19.99 13.30 BassettFurniture BSET 4.8 21 14.94 –0.26 .18 24.19 4.37 CambiumNtwks CMBM ... 6 4.58 –0.08 ... 42.87 27.07 ColumbusMcKinn CMCO .9 18 30.72 –1.46 .07 24.65 9.03 dLocal DLO ... 40 17.03 –0.99 ... 15.63 2.19 EyePointPharm EYPT ... dd 5.90 –1.59 ...
21.07 15.02 BayCom BCML 1.8 9 19.80 –0.15 .10 44.49 26.52 CamdenNational CAC 6.0 7 27.97 +0.88 .42 47.46 30.04 Comcast A CMCSA 2.9 11 39.64 –3.22 .29 46.52 23.40 Docebo DCBO ... cc 37.26 –2.22 ... 10.68 7.05 Ezcorp EZPW ... 20 8.02 +0.04 ...
87.46 50.42 BeaconRoof BECN ... 14 69.48 –1.71 ... 65.13 20.83 Camtek CAMT ... 31 50.04 –2.18 ... 72.60 43.30 CommerceBcshrs CBSH 2.5 11 43.64 –1.67 .27 69.45 38.44 DocuSign DOCU ... dd 38.53 –1.74 ... F
54.30 16.95 BeamTherap BEAM ... dd 18.62 +0.93 ... 3.98 1.64 Canaan CAN ... dd 1.91 +0.22 ... 11.96 4.63 CommVehicle CVGI ... dd 6.86 –0.04 ... 170.36 102.77 DollarTree DLTR ... 20 108.24 –2.29 ...
1.39 0.60 BeasleyBroadcast BBGI ... dd .83 +0.04 ... 45.29 18.96 CanadianSolar CSIQ ... 3 19.21 –1.47 ... 13.57 2.22 CommScope COMM ... dd 2.42 +0.06 ... 19.09 7.96 Domo DOMO ... dd 8.02 –0.54 ... 36.74 10.30 FARO Tech FARO ... dd 12.67 –0.53 ...
280.62 156.56 BeiGene BGNE ... dd 170.45 +5.24 ... 3.06 0.82 CandelTherap CADL ... dd .90 ... ... 48.05 32.68 CmntyTrBcp CTBI 4.9 8 37.30 +0.80 .46 15.76 13.47 DonegalGroup A DGICA 4.8 46 14.12 –0.02 .17 167.89 127.05 F5 FFIV ... 23 149.77 +1.41 ...
69.21 29.25 BelFuse A BELFA .5 9 48.34 +8.65 .06 4.77 0.35 CanopyGrowth CGC ... dd .51 –0.01 ... 15.23 10.38 CommWestBcshs CWBC 2.5 11 12.60 –0.08 .08 20.18 12.55 DonegalGroup B DGICB 4.6 49 13.40 –0.40.1525 3.18 1.18 FGFinancial FGF ... 2 1.31 –0.04 ...
63.18 30.11 BelFuse B BELFB .5 8 51.33 +10.50 .07 8.29 2.77 Cantaloupe CTLP ... ... 6.28 –0.21 ... 78.80 53.20 CommVaultSys CVLT ... dd 64.12 –2.13 ... 92.61 42.18 DoorDash DASH ... dd 70.65 –2.42 ... 4.06 0.15 FLJ FLJ ... 0 .28 ... ...
16.50 0.59 Beneficient BENF ... dd .62 –0.06 ... 31.60 18.00 CanterburyPark CPHC 1.4 8 19.85 –0.10 .07 12.00 9.84 CompassDigitalAcqn CDAQ ... 38 10.51 +0.03 ... 33.18 26.50 DorchesterMnls DMLP13.0 10 28.46 –0.42.8451 61.81 52.45 FRP Holdings FRPH ... cc 54.04 –0.08 ...
55.37 31.75 BentleySystems BSY .4 99 48.33 –1.69 .05 25.20 15.32 CapitalBancorp CBNK 1.4 8 20.02 +0.54 .08 16.00 0.96 CompleteSolaria CSLR ... dd 1.08 –0.09 ... 102.25 69.17 DormanProducts DORM ... 26 70.47 –2.73 ... 10.66 9.91 FTACEmeraldA EMLD ... ... 10.49 +0.01 ...
10.74 6.23 Berry(bry) BRY 5.8 2 8.25 –0.21 .02 36.86 26.12 CapitalCityBank CCBG 2.9 9 27.89 –1.51 .20 7.90 4.26 CompoSecure CMPO ... 9 5.83 –0.31 ... 11.09 6.95 DoubleDown DDI ... dd 7.96 ... ... 37.98 16.00 FTAI Aviation FTAI ... 30 36.17 +2.63 ...
62.91 0.34 BetterHome&Fin BETR ... 3 .46 +0.04 ... 16.10 11.93 CapitalProduct CPLP 4.4 3 13.66 –0.24 .15 32.91 13.63 ComputerPrograms CPSI ... 41 14.00 +0.07 ... 2.12 0.87 DouYuIntl DOYU ... 32 .89 –0.01 ... 3.75 2.35 FTAI Infra FIP 3.9 dd 3.07 –0.04 .03
22.87 5.58 BeyondMeat BYND ... dd 5.97 –0.87 ... 23.35 16.34 CapitalSouthwest CSWC10.3 13 20.81 –0.53 .06 10.45 6.05 ComputerTask CTG ... 63 10.39 –0.02 ... 34.49 10.69 DraftKings DKNG ... dd 26.64 –0.43 ... 3.87 1.07 FTC Solar FTCI ... dd 1.12 –0.10 ...
33.49 14.14 BicycleTherap BCYC ... dd 14.50 –2.62 ... 11.77 9.90 CapitalworksEMA CMCA ... 64 10.75 ... ... 1.71 0.48 comScore SCOR ... dd .64 +0.04 ... 28.75 0.95 DragonflyEnergy DFLI ... dd .98 –0.13 ... 44.00 7.17 Falcon'sBeyondGlbl FBYD ... dd 15.63 –1.64 ...
13.90 6.77 Big5SportingGds BGFV14.2 19 7.03 –0.61 .25 8.93 4.22 CapitolFedFin CFFN 6.9 dd 4.92 +0.56 .085 16.87 7.91 ComtechTel CMTL 3.6 dd 11.18 +0.49 .10 32.61 10.98 DrivenBrands DRVN ... 14 11.00 –0.31 ... 32.70 0.66 FangddNetwork DUO ... ... 1.04 +0.28 ...
15.68 6.81 BigCommerce BIGC ... dd 8.93 –0.52 ... 18.52 11.22 CapStarFin CSTR 2.9 10 15.07 +0.44 .11 151.82 70.58 Concentrix CNXC 1.6 11 72.59 –4.23.3025 28.68 18.71 Dropbox DBX ... 18 25.94 –0.75 ... 9.54 4.35 Fanhua FANH ... 11 7.13 +0.06 ...
29.46 8.53 Bilibili BILI ... dd 13.30 +0.79 ... 12.81 1.03 CaraTherap CARA ... dd 1.06 –0.23 ... 4.95 2.70 Conduent CNDT ... dd 3.10 –0.02 ... 9.23 5.04 DuluthHoldings DLTH ... dd 5.13 –0.18 ... 6.83 1.75 FarmerBros FARM ... dd 2.54 –0.28 ...
90.63 59.34 Bio-Techne TECH .5 34 59.54 –4.53 .08 19.57 2.57 Cardlytics CDLX ... dd 11.67 –0.01 ... 25.00 0.95 ConduitPharm CDT ... 48 1.05 –0.41 ... 179.84 64.73 Duolingo DUOL ... dd 143.57 –10.06 ... 60.93 45.70 Fastenal FAST 2.4 29 57.61 ... .35
11.73 1.24 BioAtla BCAB ... dd 1.27 –0.33 ... 4.51 0.91 Carecloud CCLD ... dd .94 –0.09 ... 41.22 16.60 Confluent CFLT ... dd 27.22 –1.40 ... 15.12 9.42 DynavaxTechs DVAX ... 20 14.23 +0.11 ... 12.89 10.02 FatProjectsAcqn FATP ... dd 11.03 –0.02 ...
15.00 9.76 BioceresCrop BIOX ... 37 10.94 +0.34 ... 20.71 4.80 CareDx CDNA ... dd 5.00 –0.31 ... 2.08 1.07 Conifer CNFR ... dd 1.16 –0.13 ... 15.60 6.50 DyneTherap DYN ... dd 6.62 –0.63 ... 23.96 1.64 FateTherap FATE ... dd 1.65 –0.35 ...
14.20 5.23 BioCryst BCRX ... dd 5.31 –0.57 ... 7.37 1.83 CareMax CMAX ... dd 2.03 –0.25 ... 1.58 0.53 ConnectBiopharma CNTB ... dd 1.29 +0.20 ... 11.99 9.98 FeutuneLightA FLFV ... 80 10.74 +0.03 ...
E 0.53 0.01 FeutuneLightRt FLFVR ... ... .15 +0.02 ...
2.53 0.96 Biodesix BDSX ... dd 1.39 –0.32 ... 24.22 9.14 CarGurus CARG ... 7 17.00 –0.84 ... 26.55 13.11 ConnectOneBncp CNOB 4.3 7 15.73 –1.08 .17
319.76 233.76 Biogen BIIB ... 13 234.52 –22.93 ... 10.67 3.63 CaribouBio CRBU ... dd 3.66 –0.25 ... 11.69 3.03 Conn's CONN ... dd 3.09 –0.10 ... 11.32 3.02 ECARX ECX ... dd 4.00 +0.36 ... 25.69 0.48 FibroGen FGEN ... dd .48 –0.07 ...
117.77 80.24 BioMarinPharm BMRN ... cc 80.67 –1.44 ... 13.00 2.62 CarismaTherap CARM ... dd 2.75 –0.08 ... 65.68 20.06 ConsensusCloud CCSI ... 6 20.41 –2.09 ... 12.65 5.78 EDAP TMS EDAP ... dd 6.54 –0.21 ... 52.90 35.51 FidelityD&D FDBC 3.4 10 44.31 –0.91 .38
43.69 6.04 BiomeaFusion BMEA ... dd 10.96 +0.13 ... 38.32 25.20 Carlyle CG 5.1 25 27.60 –0.13 .35 5.55 2.10 ConsldComm CNSL ... dd 4.06 –0.05 ... 11.37 9.98 EFHuttonAcqnI EFHT ... cc 10.73 +0.03 ... 9.28 6.00 FiestaRestaurant FRGI ... dd 8.49 ... ...
10.38 0.93 Bionomics BNOX ... dd 2.48 –1.33 ... 15.89 12.14 CarlyleSecured CGBD11.0 9 13.40 –0.53 .07 31.85 13.38 ConsldWater CWCO 1.3 35 29.03 +0.53 .095 12.34 10.21 EsgenAcqnA ESAC ... dd 11.23 –0.15 ... 38.06 22.11 FifthThirdBncp FITB 6.1 7 22.89 –0.40 .35
188.99 88.00 BioNTech BNTX ... 5 91.20 +0.29 ... 7.44 3.33 CarParts.com PRTS ... dd 3.44 –0.07 ... 118.65 71.16 ConstellationEner CEG 1.0 46 110.78 –1.32 .282 24.72 0.45 ESGL ESGL ... dd .54 –0.06 ... 26.49 13.84 FinInstitutions FISI 7.7 5 15.55 –0.20 .30
10.75 1.76 BioraTherap BIOR ... dd 1.95 –0.67 ... 7.75 1.31 CarrolsRestr TAST ... dd 5.69 +0.28 ... 40.76 24.12 ConstructionPtrs ROAD ... 62 37.30 –0.88 ... 10.14 10.05 ESH Acqn A ESHA ... ... 10.13 +0.01 ... 43.35 3.60 FinchTherap FNCH ... dd 3.74 –0.27 ...
8.22 2.75 Biote BTMD ... dd 5.11 –0.01 ... 18.84 10.43 CarterBkshrs CARE ... 6 10.97 +0.01 ... 13.75 5.64 ConsumerPtfo CPSS ... 4 9.39 +0.89 ... 1.35 0.12 ESH Acqn Rt ESHAR ... ... .13 –0.02 ... 11.50 10.12 FinnovateAcqnA FNVT ... 82 10.91 –0.01 ...
8.29 0.80 Bioventus BVS ... dd 3.29 +0.26 ... 11.92 10.07 CartesianGrwIIA RENE ... 24 10.85 ... ... 32.10 3.66 ContextLogic WISH ... dd 3.67 –0.22 ... 21.80 12.79 ESSA Bancorp ESSA 4.0 8 15.16 +0.64 .15 11.00 10.06 FintechEcoA FEXD ... cc 10.70 ... ...
3.97 0.49 CasaSystems CASA ... dd .62 –0.08 ... 19.20 11.40 EagleBncpMT EBMT 4.8 8 11.70 +0.09 .14 0.98 0.08 FintechEcoRt FEXDR ... ... .10 –0.01 ...
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2.16 0.38 Bitfarms BITF ... dd 1.10 +0.08 ... 399.62 257.28 Cooper COO .0 55 306.88 –17.59 .03
6.85 1.22 BlackDiamond BDTX ... dd 1.77 –0.33 ... 95.78 72.33 CasellaWaste CWST ... 95 73.52 –2.38 ... 47.39 27.68 Copart CPRT ... 33 42.73 –0.96 ... 40.85 12.36 EaglePharm EGRX ... 15 13.54 +0.14 ... 10.55 7.61 FinWiseBancorp FINW ... 6 8.50 –0.20 ...
78.71 52.28 Blackbaud BLKB ... dd 65.30 –3.41 ... 284.18 202.13 CaseysGenStores CASY .6 22 268.50 +6.52 .43 6.09 2.71 CorMedix CRMD ... dd 3.00 –0.16 ... 16.80 1.47 Eargo EAR ... dd 1.68 –0.21 ... 15.89 10.07 FirstAdvantage FA .0 39 12.83 –0.33 1.50
77.90 48.22 BlackLine BL ... cc 49.00 –4.70 ... 51.48 35.05 CassInfoSys CASS 3.2 17 37.15 +0.62 .30 20.72 12.19 CorsairGaming CRSR ... cc 12.71 –0.27 ... 80.98 33.86 EastWestBncp EWBC 3.6 6 52.64 +1.16 .48 49.00 26.00 FirstBancorpNC FBNC 3.2 10 27.89 +0.80 .22
3.95 3.03 BlackRockCapInvt BKCC12.2 23 3.28 –0.09 .10 29.59 9.26 CastleBiosci CSTL ... dd 13.06 +0.26 ... 228.94 136.22 Corvel CRVL ... 48 190.33 –8.53 ... 20.75 9.93 EasternBankshares EBC 3.6 dd 11.22 –0.29 .10 32.05 22.33 FirstBancorp FNLC 6.2 8 22.67 –0.12 .35
13.65 9.60 BlkRkTCPCap TCPC13.1 34 10.37 –0.40 .10 47.30 27.24 CathayGenBncp CATY 4.1 7 33.47 +0.11 .34 4.19 0.61 CorvusPharm CRVS ... dd 1.12 –0.12 ... 24.35 15.30 Eastern EML 2.7 14 16.13 –0.39 .11 35.90 22.82 FirstBancshares FBMS 4.0 9 23.83 –1.95 .24
11.05 9.92 bleuacaciaA BLEU ... 45 10.55 +0.05 ... 318.00 193.91 CavcoIndustries CVCO ... 10 251.78 –4.08 ... 92.36 65.12 CoStar CSGP ... 71 70.58 –3.26 ... 12.60 2.52 EbangIntl EBON ... dd 6.87 –0.02 ... 16.23 8.59 FirstBank FRBA 2.2 10 11.01 –0.14 .06
0.13 0.01 bleuacaciaRt BLEUR ... ... .04 –0.01 ... 16.98 8.41 CECO Env CECO ... 34 15.66 –0.09 ... 577.30 447.90 Costco COST .8 38 543.03 –9.90 1.02 52.23 37.93 eBay EBAY 2.6 15 37.99 –2.77 .25 27.98 16.26 FirstBusey BUSE 5.0 8 19.09 +0.11 .24
12.80 10.11 BlockchainCoinIA BCSA ... cc 10.83 –0.05 ... 8.29 3.96 CellebriteDI CLBT ... dd 6.45 –0.50 ... 22.50 10.19 Couchbase BASE ... dd 15.13 +0.21 ... 32.87 5.12 Ebix EBIX 5.4 5 5.52 –0.23 .075 39.88 24.57 FirstBusFinSvcs FBIZ 3.1 7 29.60 +0.20.2275
28.67 19.97 Bloomin'Brands BLMN 4.1 9 23.24 –0.25 .24 4.04 0.96 Cellectis CLLS ... dd 1.01 –0.20 ... 57.57 29.34 CovenantLogist CVLG 1.1 10 38.78 –4.02 .11 24.80 13.21 EchoStar SATS ... 10 13.27 –0.86 ... 1512.07 505.84 FirstCitizBcshA FCNCA .2 2 1348.52 +39.86 .75
30.36 4.70 BlueApron APRN ... dd 12.93 +0.01 ... 8.65 3.00 CentessaPharm CNTA ... dd 6.15 –0.68 ... 121.17 62.69 CrackerBarrel CBRL 8.0 15 64.62 –3.35 1.30 11.48 5.49 EdgewiseTherap EWTX ... dd 6.25 –0.58 ... 39.39 22.55 FirstCommBkshs FCBC 3.6 11 31.95 +1.57 .29
28.80 8.83 BlueBird BLBD ... dd 18.64 +0.21 ... 2.52 0.61 Centogene CNTG ... ... 1.06 +0.03 ... 6.84 3.58 CreativeMedia CMCT 8.5 dd 4.02 –0.22 .085 14.23 6.08 EditasMedicine EDIT ... dd 6.26 –0.03 ... 26.72 17.23 FirstFinBncpOH FFBC 5.1 6 18.17 –0.95 .23
13.17 7.08 BlueFoundryBncp BLFY ... dd 7.65 –0.18 ... 48.48 35.60 CentralGarden CENT ... 19 42.46 –1.66 ... 576.05 358.00 CreditAcceptance CACC ... 16 404.59 –10.92 ... 4.00 0.94 EducDev EDUC ... dd .94 –0.13 ... 38.78 22.84 FirstFinBkshs FFIN 3.0 16 23.66 +0.53 .18
11.42 10.11 BlueOceanA BOCN ... 46 10.73 –0.07 ... 45.93 33.77 CentralGardenA CENTA ... 17 38.53 –1.31 ... 19.46 7.20 CredoTech CRDO ... dd 13.91 –0.38 ... 25.78 3.60 EHang EH ... dd 13.61 –3.02 ... 49.90 31.00 FirstFinIN THFF 3.2 6 33.26 +1.43 .54
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

10.96 10.12 BlueWorldA BWAQ ... 57 10.80 –0.02 ... 12.97 5.70 CenturyAluminum CENX ... dd 6.18 +0.11 ... 17.55 12.56 CrescentCapBDC CCAP10.6 18 15.45 –0.61 .41 10.57 2.67 eHealth EHTH ... dd 7.86 –0.33 ... 15.68 9.70 FirstFinNW FFNW 4.7 12 11.17 –0.19 .13
0.73 0.02 BlueWorldRt BWAQR ... ... .19 +0.02 ... 11.95 1.42 CenturyTherap IPSC ... dd 1.43 –0.05 ... 9.59 4.79 Cresud CRESY .0 11 7.50 –0.45.1326 5.51 0.21 EigerBioPharma EIGR ... dd .23 –0.10 ... 25.19 10.17 FirstGuarBcshs FGBI 6.2 6 10.25 –0.30 .16
8.58 2.52 bluebirdbio BLUE ... dd 2.73 –0.14 ... 2.38 1.55 Ceragon CRNT ... cc 1.68 +0.06 ... 17.89 7.15 Cricut CRCT .0 38 8.28 +0.15 1.00 6.49 2.15 8x8 EGHT ... dd 2.32 +0.08 ... 28.28 15.08 FirstHawaiian FHB 5.8 9 17.81 +0.55 .26
68.00 37.82 BlueprintMed BPMC ... dd 54.81 +8.59 ... 36.79 12.82 Cerence CRNC ... dd 15.14 –1.65 ... 31.00 15.23 CrineticsPharm CRNX ... dd 28.32 –1.18 ... 22.93 6.58 89bio ETNB ... dd 6.70 –0.14 ... 28.18 9.68 FirstInternetBncp INBK 1.5 14 16.10 +0.82 .06
2.03 0.89 BoltBiotherap BOLT ... dd .95 –0.08 ... 24.96 10.60 Certara CERT ... cc 12.27 –1.24 ... 36.76 22.54 Criteo CRTO ... cc 27.68 –1.11 ... 13.00 8.15 ElPolloLoco LOCO ... 13 8.21 –0.04 ... 46.34 20.81 FirstInterBanc FIBK 8.2 8 22.81 +0.59 .47
3251.71 1771.32 Booking BKNG ... 24 2746.16 –10.48 ... 4.25 1.21 Cerus CERS ... dd 1.27 ... ... 12.09 9.92 CrixusBH3 A BHAC ... 32 10.42 –0.01 ... 225.22 162.01 ElbitSystems ESLT 1.1 31 185.93 –5.56 .50 45.04 24.52 FirstMerchants FRME 5.1 6 26.82 +0.11 .34
10.31 10.10 BowenAcqn BOWN ... ... 10.22 +0.01 ... 38.37 23.66 ChampionX CHX 1.1 20 30.38 –3.23 .085 151.32 66.60 Crocs CROX ... 8 85.98 +0.42 ... 140.30 108.53 ElectronicArts EA .6 38 122.63 –4.81 .19 37.22 21.77 FirstMidBcshs FMBH 3.4 8 26.72 +0.15 .23
0.22 0.14 BowenAcqnRt BOWNR ... ... .17 –0.01 ... 3.00 0.30 ChargeEnt CRGE ... dd .31 –0.06 ... 3.62 1.64 Cronos CRON ... dd 1.72 –0.01 ... 5.89 0.50 ElevationOnc ELEV ... dd .54 –0.10 ... 15.99 9.94 FirstNWBncp FNWB 2.1 9 13.03 +0.57 .07
36.36 14.80 BowmanConsult BWMN ... cc 26.33 –0.67 ... 458.30 302.21 CharterComms CHTR ... 12 372.00 –57.65 ... 40.12 20.50 CrossCtyHlthcr CCRN ... 7 23.02 +0.44 ... 24.39 4.60 ElicioTherap ELTX ... dd 6.40 +0.34 ... 232.00 127.55 FirstSolar FSLR ... 98 143.26 –7.51 ...
5.80 2.89 BraggGaming BRAG ... dd 4.16 –0.34 ... 138.64 117.18 CheckPoint CHKP ... 19 131.84 –2.81 ... 14.66 9.29 CrossFirstBkshs CFB ... 8 10.28 –0.29 ... 4.75 2.21 EliemTherap ELYM ... dd 2.60 –0.07 ... 59.42 38.77 1stSource SRCE 3.1 9 44.36 +0.54 .34
4.85 1.38 Brainsway BWAY ... dd 3.16 –0.30 ... 41.28 28.58 Cheesecake CAKE 3.6 23 29.93 –0.88 .27 191.99 92.25 CrowdStrike CRWD ... dd 172.82 –5.94 ... 36.64 12.72 Embecta EMBC 4.1 18 14.75 –0.75 .15 20.94 12.56 FirstUnited FUNC 4.9 5 16.32 –0.03 .20
50.13 22.54 Braze BRZE ... dd 41.79 –2.00 ... 39.54 17.56 ChefsWarehouse CHEF ... 41 17.95 –1.22 ... 4.38 0.30 CueHealth HLTH ... dd .31 –0.05 ... 11.69 10.06 EmbraceChange EMCG ... 55 10.84 –0.02 ... 20.31 12.75 FirstWatchRest FWRG ... 60 16.74 –0.72 ...
36.36 6.64 BridgeBioPharma BBIO ... dd 24.44 –0.13 ... 53.43 33.72 ChemungFinl CHMG 3.1 7 39.63 –0.66 .31 13.74 7.78 CullinanOncology CGEM ... dd 8.43 –0.30 ... 1.64 0.39 Emcore EMKR ... dd .40 –0.06 ... 30.70 12.85 FirstWesternFin MYFW ... 9 13.31 –2.08 ...
25.90 3.26 BridgerAerospace BAER ... dd 4.99 +0.99 ... 11.49 10.14 ChengheAcqnA CHEA ... 54 10.87 ... ... 2.91 1.43 CumberlandPharm CPIX ... dd 2.04 –0.09 ... 29.74 20.84 Enact ACT 2.4 6 26.85 –0.31 .16 111.84 85.30 FirstCash FCFS 1.3 21 107.10 +5.33 .35
14.51 10.03 BridgfordFoods BRID ... 21 10.36 –0.53 ... 107.31 69.68 ChesapeakeEner CHK 2.6 2 85.79 –2.23 .575 7.89 2.57 CumulusMedia CMLS ... dd 4.77 –0.27 ... 62.06 8.20 EnantaPharma ENTA ... dd 8.35 –0.85 ... 163.95 118.12 FirstService FSV .7 46 137.06 –2.09 .225
7.39 2.83 Brightcove BCOV ... dd 2.89 –0.04 ... 16.50 12.91 ChicagoAtlRealEst REFI 13.4 7 14.03 –0.48 .47 12.79 5.09 CureVac CVAC ... dd 5.15 –0.09 ... 58.46 39.13 EncoreCapital ECPG ... dd 39.48 –3.19 ... 220.19 140.73 FiveBelow FIVE ... 35 169.76 –6.19 ...
60.54 39.24 BrighthouseFin BHF ... dd 44.64 –1.55 ... 7.64 0.31 ChickenSoupA CSSE ... dd .35 –0.01 ... 52.89 3.16 Cutera CUTR ... dd 3.32 –0.63 ... 206.74 130.52 EncoreWire WIRE .0 7 176.94 +7.32 .02 14.37 2.17 5EAdvMatls FEAM ... dd 2.44 –0.18 ...
8.63 2.66 BrilliantEarthA BRLT ... cc 2.67 –0.14 ... 13.02 1.25 ChijetMotor CJET ... 48 2.54 +0.18 ... 19.94 6.57 CVRx CVRX ... dd 13.15 +0.24 ... 11.36 10.15 EnergemA ENCP ... cc 11.20 +0.08 ... 89.58 46.61 Five9 FIVN ... dd 56.60 –3.49 ...
11.34 10.02 BroadCapital BRAC ... dd 11.00 +0.05 ... 48.88 14.27 Children'sPlace PLCE ... dd 26.81 –1.96 ... 174.94 113.19 CyberArkSoftware CYBR ... dd 156.36 –7.24 ... 30.76 14.59 EnergyRecovery ERII ... 82 14.84 –3.36 ... 31.35 17.74 FiveStarBncp FSBC 4.0 6 18.95 +0.07 .20
0.33 0.10 BroadCapitalRt BRACR ... ... .14 –0.02 ... 2.40 0.92 Chimerix CMRX ... 0 .98 +0.03 ... 18.20 3.16 CymaBayTherap CBAY ... dd 15.26 +1.65 ... 20.44 12.11 EnlightRenewableEn ENLT ... 27 12.21 –0.50 ... 28.90 18.72 Flex FLEX ... 15 25.72 +1.60 ...
925.91 441.36 Broadcom AVGO 2.2 26 838.36 –15.274.60 9.21 4.86 Chindata CD ... 27 8.89 +0.29 ... 3.10 1.13 CyteirTherap CYT ... dd 3.00 –0.01 ... 25.34 10.91 EnlivenTherap ELVN ... 49 10.99 –1.66 ... 24.96 13.90 Flexsteel FLXS 3.0 7 19.75 –0.19 .15
15.50 7.00 BrooklineBcp BRKL 6.7 8 8.07 –0.60 .135 27.24 19.50 ChipMOSTechs IMOS 4.6 17 24.94 +0.691.5007 15.85 4.28 CytekBiosci CTKB ... dd 4.33 –0.33 ... 23.90 6.50 Enovix ENVX ... dd 8.77 –1.11 ... 31.32 12.60 FluenceEnergy FLNC ... dd 17.26 –0.81 ...
84.84 56.46 Bruker BRKR .3 27 57.36 –2.21 .05 172.97 117.05 ChordEnergy CHRD 3.0 4 164.23 –6.36 .11 47.49 25.98 Cytokinetics CYTK ... dd 31.74 –1.37 ... 339.92 79.55 EnphaseEnergy ENPH ... 21 82.09 –16.80 ... 21.55 9.28 FlushingFinl FFIC 7.3 8 12.05 +0.07 .22
27.92 12.85 Bumble BMBL ... dd 13.35 –0.06 ... 150.45 97.64 ChurchillDowns CHDN .3 23 108.50 –2.38 .357 3.02 1.04 CytomXTherap CTMX ... dd 1.07 –0.26 ... 104.04 85.50 EnsignGroup ENSG .2 22 97.30 +1.19.0575 35.80 17.16 Flywire FLYW ... dd 26.38 –1.47 ...
2.35 0.95 BurgerFiIntl BFI ... dd .97 –0.08 ... 43.17 26.86 Chuy's CHUY ... 23 33.34 +0.08 ... 271.39 185.55 Enstar ESGR ... 13 233.64 +1.59 ... 11.55 10.04 FocusImpact FIAC ... 71 10.85 +0.03 ...
73.72 19.09 Cimpress CMPR ... dd 57.72 –3.12 ... D 114.47 61.75 Entegris ENTG .5 cc 87.82 –2.88 .10 9.60 1.40 FocusUniversal FCUV ... dd 1.70 –0.13 ...
3.80 0.87 BurningRockBio BNR ... dd 1.06 +0.03 ...
11.47 10.03 BurTechAcqnA BRKH ... cc 10.58 +0.02 ... 130.66 95.01 CincinnatiFinl CINF 3.1 9 97.58 –1.05 .75 2.37 1.02 DBV Tech DBVT ... dd 1.07 +0.01 ... 36.72 25.00 EnterpriseBncp EBTC 3.6 7 25.35 –0.83 .23 9.97 2.84 FoghornTherap FHTX ... dd 3.35 +0.41 ...
25.00 13.05 BusFirstBcshs BFST 2.5 7 19.11 +1.01 .12 525.37 405.63 Cintas CTAS 1.1 37 496.41 –1.78 1.35 17.49 4.65 DISH Network DISH ... 2 4.68 –0.31 ... 56.35 32.97 EnterpriseFinSvcs EFSC 2.9 6 34.61 –1.06 .25 47.17 9.25 ForbionEuroA FRBN ... dd 28.44 +18.44 ...
4.25 0.27 BuzzFeed BZFD ... dd .30 –0.01 ... 5.30 0.38 CipherMining CIFR ... dd 3.32 +0.72 ... 28.01 14.82 DMC Global BOOM ... 11 18.71 –1.09 ... 24.38 9.32 EntradaTherap TRDA ... dd 14.50 –0.22 ... 37.74 18.15 FormFactor FORM ... dd 32.58 –0.40 ...
11.63 10.00 byNordicAcqnA BYNO ... 64 10.76 –0.07 ... 111.15 65.31 CirrusLogic CRUS ... 25 66.34 –1.40 ... 1.89 0.61 D-MarketElec HEPS ... dd 1.19 –0.01 ... 75.90 41.71 ePlus PLUS ... 12 60.91 –2.61 ... 84.97 55.97 FormulaSys FORTY 1.6 13 55.97 –6.02.6215
58.19 43.39 CiscoSystems CSCO 3.0 17 51.56 –1.37 .39 11.24 10.15 DPCapAcqnIA DPCS ... 48 10.74 ... ... 7.59 4.76 EpsilonEnergy EPSN 4.6 6 5.48 –0.02.0625 42.86 22.62 ForresterRes FORR ... cc 25.16 –2.00 ...
C 34.94 14.21 CitiTrends CTRN ... 9 22.86 –1.24 ... 11.83 9.96 DuetAcqnA DUET ... cc 10.76 –0.03 ... 5.71 1.58 EQRx EQRX ... dd 2.05 –0.23 ... 81.24 42.61 Fortinet FTNT ... 42 56.26 –0.10 ...
5.80 1.71 Cadiz CDZI ... dd 2.76 +0.06 ... 14.55 7.61 CtznCmntyBcp CZWI 3.3 7 8.87 –0.28 .29 39.89 22.06 DXP Ents DXPE ... 10 31.82 –0.68 ... 821.63 546.77 Equinix EQIX 2.4 76 710.39 +4.77 4.26 37.30 24.93 Fortrea FTRE ... ... 27.53 –0.93 ...
63.77 48.01 C&F Fin CFFI 3.3 6 52.57 –1.82 .44 17.00 10.00 CitizensHolding CIZN 6.4 11 10.07 –0.08 .16 15.59 2.98 DadaNexus DADA ... dd 3.92 +0.45 ... 9.25 1.82 Erasca ERAS ... dd 1.99 –0.23 ... 121.38 60.09 ForwardAir FWRD 1.4 12 70.36 –5.20 .24
24.98 17.20 CB FinSvcs CBFV 4.7 7 21.31 –0.16 .25 102.91 82.53 CityHolding CHCO 3.1 12 91.96 +3.06 .715 10.27 1.46 Daktronics DAKT ... 14 9.69 +0.62 ... 313.87 199.49 ErieIndemnity ERIE 1.7 36 273.26 –26.63 1.19 6.08 1.50 Fossil FOSL ... dd 1.52 –0.24 ...
13.41 8.24 CCC Intelligent CCCS ... dd 10.77 –1.56 ... 12.63 5.27 Clarus CLAR 1.8 dd 5.61 +0.25 .025 5.70 3.73 DallasNews DALN15.1 dd 4.25 –0.10 .16 17.41 9.25 Escalade ESCA 3.7 23 16.36 +0.36 .15 19.99 9.00 FosterLB FSTR ... dd 19.35 +0.57 ...
215.81 160.66 CDW CDW 1.2 25 198.90 –1.52 .59 11.36 9.88 CleanEarthA CLIN ... 78 10.61 ... ... 118.02 61.34 Datadog DDOG ... dd 81.68 –4.40 ... 8.87 0.70 EsperionTherap ESPR ... dd .77 –0.05 ... 26.49 7.43 4D Molecular FDMT ... dd 10.47 +0.35 ...
36.29 16.86 CEVA CEVA ... dd 17.05 –1.13 ... 0.22 0.08 CleanEarthRt CLINR ... ... .12 ... ... 47.29 31.65 Dave&Buster's PLAY ... 12 34.64 –1.11 ... 5.81 2.36 EtonPharm ETON ... dd 3.74 –0.13 ... 37.26 28.07 FoxA FOXA 1.8 13 29.44 –1.18 .26
11.52 9.98 CFAcqnVII A CFFS ... cc 10.72 +0.01 ... 7.73 3.34 CleanEnerFuels CLNE ... dd 3.36 –0.44 ... 14.08 4.47 Dave DAVE ... dd 5.24 +0.14 ... 149.91 60.89 Etsy ETSY ... dd 62.46 –2.44 ... 34.42 26.35 FoxB FOX 1.9 12 27.11 –1.19 .26
10.42 1.30 C4 Therap CCCC ... dd 1.39 –0.48 ... 134.90 23.49 Clearfield CLFD ... 7 23.54 –2.30 ... 2.65 1.28 DawsonGeophys DWSN ... dd 1.61 –0.21 ... 121.55 73.84 EuronetWorldwide EEFT ... 14 77.52 –6.30 ... 127.54 76.84 FoxFactory FOXF ... 19 80.90 –4.98 ...
108.05 80.18 CH Robinson CHRW 3.0 19 81.26 –4.07 .61 1.85 0.65 ClearsideBiomed CLSD ... dd .70 –0.12 ... 25.77 9.67 DayOneBiopharm DAWN ... dd 10.17 +0.49 ... 20.70 12.02 EuropeanWax EWCZ ... 86 14.53 –0.70 ... 107.36 77.58 FranklinElec FELE 1.1 20 84.00 –1.17 .225
1.77 0.88 CLPS CLPS .0 cc .88 –0.02 .05 55.70 29.07 ClimbGlbl CLMB 1.6 17 43.55 –0.20 .17 22.76 9.90 DecipheraPharm DCPH ... dd 10.15 –0.06 ... 48.00 0.49 EveloBiosci EVLO ... dd .55 –0.25 ... 4.61 2.60 FreightCarAmer RAIL ... dd 2.68 –0.09 ...
221.76 166.55 CME Group CME 2.1 25 209.03 –3.78 1.10 1.69 0.71 CloverHealth CLOV ... dd .91 –0.08 ... 16.14 5.91 DefinitiveHlthcr DH ... dd 5.94 –0.61 ... 36.41 19.37 Everbridge EVBG ... dd 19.62 –0.12 ... 7.96 5.10 FrequencyElec FEIM .0 dd 7.60 –0.02 1.00
26.60 16.43 CNB FinPA CCNE 3.9 7 17.84 +0.34 .175 54.53 29.91 CoastalFinl CCB ... 11 38.91 –0.96 ... 11.84 9.82 DenaliCapAcqnA DECA ... dd 10.95 +0.02 ... 13.47 5.87 EverCommerce EVCM ... dd 9.63 –0.30 ... 84.70 45.13 Freshpet FRPT ... dd 57.87 +2.59 ...
11.48 5.22 CompassPath CMPS ... dd 5.29 –0.51 ... 745.53 450.85 CocaColaCon COKE .3 12 634.08 +11.41 .50 33.31 18.07 DenaliTherap DNLI ... dd 18.20 –0.12 ... 12.55 9.98 Evergreen EVGRU ... ... 11.00 –0.09 ... 23.80 11.92 Freshworks FRSH ... dd 17.67 –0.88 ...
45.95 14.92 CPI Card PMTS ... 5 16.76 +1.44 ... 66.79 45.75 Coca-ColaEuro CCEP 3.2 15 57.92 +0.80 .74 43.24 26.48 DentsplySirona XRAY 1.8 dd 30.60 –1.25 .14 11.47 10.15 EvergreenA EVGR ... 41 11.05 +0.03 ... 38.97 19.06 Frontdoor FTDR ... 18 28.33 –1.99 ...
128.10 91.29 CRA Intl CRAI 1.5 18 95.04 –2.84 .36 6.98 1.45 Codexis CDXS ... dd 1.55 –0.15 ... 82.02 64.23 DescartesSystems DSGX ... 53 69.80 –2.69 ... 65.39 46.92 Evergy EVRG 5.1 15 48.32 –0.05.6125 30.83 11.65 FrontierComms FYBR ... 15 16.61 –1.77 ...
72.00 37.55 CrisprTherap CRSP ... dd 38.74 +0.12 ... 25.95 16.00 CodorusValleyBncp CVLY 3.6 7 19.15 –0.23 .17 16.63 1.94 DesignTherap DSGN ... dd 2.02 –0.13 ... 18.86 5.36 EverQuote EVER ... dd 6.71 –0.73 ... 14.34 3.77 Frontier ULCC ... 13 3.80 –0.43 ...
 48 BARRON’S October 30, 2023

D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
4.36 1.03 FuelCell FCEL ... dd 1.04 –0.11 ... 11.66 1.65 HallmarkFin HALL ... dd 1.89 –0.08 ... 0.24 0.08 InceptionGrowthRt IGTAR ... ... .17 +0.02 ... 33.75 9.13 Katapult KPLT ... dd 9.81 –0.74 ... 16.60 1.63 Lottery.com LTRY ... dd 2.00 –0.08 ...
15.00 2.25 FulcrumTherap FULC ... dd 3.18 –0.46 ... 59.46 29.85 HalozymeTherap HALO ... 20 33.38 –1.78 ... 86.29 52.36 Incyte INCY ... 32 52.54 –2.59 ... 10.73 6.45 KearnyFinancial KRNY 6.4 13 6.88 +0.23 .11 30.94 14.18 Lovesac LOVE ... 11 15.09 –0.67 ...
44.09 23.58 FulgentGenetics FLGT ... dd 24.03 –1.38 ... 94.33 58.27 HamiltonLane HLNE 2.2 28 80.76 +0.93.445 91.65 43.28 IndependentBank INDB 4.6 8 47.34 +1.73 .55 10.99 10.14 KeenVisionAcqn KVAC ... ... 10.26 +0.04 ... 2.36 1.10 LucidDiag LUCD ... dd 1.29 +0.02 ...
18.91 9.64 FultonFin FULT 5.1 7 12.43 +0.36 .16 57.00 31.02 HancockWhitney HWC 3.6 6 33.05 –0.43 .30 24.97 14.90 IndepBankMI IBCP 4.9 7 18.92 +0.93 .23 19.43 15.07 KellyServices A KELYA 1.7 cc 17.58 –0.45 .075 17.81 3.98 Lucid LCID ... dd 4.04 –0.24 ...
21.22 5.27 Funko FNKO ... dd 7.36 –0.22 ... 27.11 13.35 HanmiFinancial HAFC 7.0 5 14.20 –0.64 .25 67.53 28.81 IndependentBank IBTX 4.2 22 36.19 –0.09 .38 7.88 4.46 KY FirstFedBncp KFFB 8.8 40 4.56 –0.20 .10 6.80 1.90 Lulu'sFashion LVLU ... dd 2.08 –0.03 ...
7.20 0.72 FusionFuelGreen HTOO ... ... .75 –0.03 ... 21.22 17.37 HanoverBancorp HNVR 2.2 9 18.15 –0.05 .10 26.50 16.35 Indivior INDV ... dd 20.39 +1.79 ... 59.96 27.02 KerosTherap KROS ... dd 27.66 –0.68 ... 419.86 286.58 lululemon LULU ... 49 386.82 –9.00 ...
5.63 1.98 FusionPharm FUSN ... dd 4.03 –0.29 ... 15.57 7.51 HarborOneBncp HONE 3.1 13 9.83 +0.63 .075 4.99 1.65 IndlLogistics ILPT 1.6 dd 2.43 +0.10 .01 39.73 27.66 KeurigDrPepper KDP 2.9 22 29.87 +1.22 .215 75.56 35.35 Lumentum LITE ... dd 36.07 –2.57 ...
72.20 32.32 Futu FUTU ... 16 57.36 –0.42 ... 18.43 8.80 Harmonic HLIT ... 53 9.89 –0.47 ... 7.80 2.96 Infinera INFN ... dd 2.98 –0.27 ... 19.04 14.56 KewauneeSci KEQU ... 13 18.25 –0.28 ... 10.55 3.28 LuminarTech LAZR ... dd 3.31 –0.37 ...
12.12 10.11 FutureTechIIA FTII ... 64 10.94 +0.01 ... 62.09 18.61 HarmonyBio HRMY ... 6 19.20 –0.93 ... 7.25 1.57 InflaRx IFRX ... dd 1.72 –0.28 ... 7.53 3.72 KeyTronic KTCC ... 8 3.89 –0.31 ... 1.61 0.08 LumiraDx LMDX ... dd .12 +0.03 ...
G 28.25 10.06 Harrow HROW ... dd 13.71 –0.69 ... 10.25 10.07 InflectionPtIIA IPXX ... ... 10.23 –0.02 ... 8.25 0.70 KezarLifeSci KZR ... dd .73 –0.22 ... 9.15 2.63 LumosPharma LUMO ... dd 3.77 +0.13 ...
14.24 5.00 Harte-Hanks HHS ... 2 6.14 +0.23 ... 5.87 3.97 InfoSvcs III 4.5 13 3.99 –0.19.045 66.74 49.35 Kforce KFRC 2.5 18 56.71 –0.43 .36 13.05 7.73 LutherBurbank LBC .0 7 8.03 –0.08 .12
9.48 6.56 GCM Grosvenor GCMG 5.6 dd 7.80 +0.02 .11 6.29 1.98 HarvardBioSci HBIO ... dd 4.31 +0.03 ... 102.99 73.38 InglesMarkets IMKTA .8 7 80.11 –0.31 .165 31.43 19.52 KimballElec KE ... 11 25.27 –0.12 ... 6.18 1.32 LyellImmuno LYEL ... dd 1.57 +0.02 ...
8.50 2.15 GDEV GDEV ... ... 2.29 –0.11 ... 73.58 45.52 Hasbro HAS 6.1 dd 45.84 –10.22 .70 34.72 14.31 Inhibrx INBX ... dd 14.50 –1.13 ... 10.13 2.35 KingsoftCloud KC ... dd 4.53 +0.12 ... 18.36 7.85 Lyft LYFT ... dd 9.26 –0.84 ...
27.89 8.41 GDS Holdings GDS ... dd 9.59 –0.29 ... 37.31 19.50 HashiCorp HCP ... dd 19.59 –0.64 ... 48.25 18.97 InMode INMD ... 9 19.13 –0.57 ... 20.65 10.29 KiniksaPharm KNSA ... 5 15.25 –0.32 ... 5.25 1.86 LyraTherap LYRA ... dd 2.95 –0.64 ...
87.83 53.00 GE HealthCare GEHC .2 17 63.10 –0.95 .03 15.74 3.70 HawaiianHoldings HA ... dd 3.91 –0.33 ... 3.97 1.90 InnatePharma IPHA ... dd 2.48 +0.13 ... 10.56 1.04 KinnateBio KNTE ... dd 1.07 –0.07 ...
20.50 8.28 GEN Restaurant GENK ... 26 8.49 –1.75 ... M
63.21 36.62 Hawkins HWKN 1.2 18 55.59 –0.44 .16 15.36 2.80 Innodata INOD ... dd 6.89 +0.01 ... 4.87 1.56 Kirkland's KIRK ... dd 1.60 –0.02 ...
14.64 5.70 GH Research GHRS ... dd 6.91 –0.37 ... 24.51 15.02 HawthornBcsh HWBK 4.1 9 16.60 +1.10 .17 3.65 0.36 Knightscope KSCP ... dd .74 –0.16 ... 85.42 48.53 Macom Tech MTSI ... 17 72.00 –3.34 ...
116.00 91.74 Innospec IOSP 1.4 19 96.36 –1.65 .69
26.03 11.60 G-IIIApparel GIII ... dd 24.57 –0.15 ... 60.85 41.15 HaynesIntl HAYN 2.1 12 42.84 +1.34 .22 9.80 1.37 KodiakSciences KOD ... dd 1.42 –0.28 ... 83.27 65.10 MGE Energy MGEE 2.4 22 70.57 +0.43.4275
8.15 5.15 InnovAge INNV ... dd 5.56 –0.14 ...
11.25 1.08 G1Therapeutics GTHX ... dd 1.52 +0.05 ... 15.87 6.40 HealthCatalyst HCAT ... dd 6.86 –0.93 ... 31.94 13.29 KornitDigital KRNT ... dd 13.70 –1.25 ... 125.74 90.69 MGP Ingredients MGPI .5 19 93.82 –3.96 .12
14.75 8.23 InnovativeIntlA IOAC ... dd 9.80 –2.21 ...
82.48 36.08 GRAVITY GRVY ... 7 60.07 –5.03 ... 15.97 8.75 HealthcareSvcs HCSG .0 22 9.59 –0.38 .215 42.80 30.68 KraftHeinz KHC 5.1 12 31.44 +0.13 .40 114.15 64.77 MKS Instrum MKSI 1.3 dd 67.17 –6.87 .22
9.55 6.11 InnovSolSuprt ISSC ... 24 7.07 –0.14 ...
9.80 1.45 GSI Tech GSIT ... dd 1.97 –0.29 ... 79.20 48.86 HealthEquity HQY ... cc 70.99 –2.12 ... 18.04 8.90 KratosDefense KTOS ... dd 16.96 –0.18 ... 43.50 1.05 MSP Recovery LIFW ... dd 1.69 +0.43 ...
13.90 10.64 Innoviva INVA ... 5 12.32 –0.52 ...
4.03 2.05 Gaia GAIA ... dd 2.68 –0.05 ... 27.69 20.47 HealthStream HSTM .4 58 24.64 +2.45 .025 16.22 10.21 KrispyKreme DNUT 1.1 dd 12.86 +0.38 .035 156.63 83.03 MYR Group MYRG ... 21 111.85 –15.14 ...
26.11 4.13 Inogen INGN ... dd 4.21 –0.25 ...
6.19 2.80 GainTherap GANX ... dd 2.89 –0.14 ... 18.17 12.15 HeartlandExp HTLD .6 39 12.36 –2.44 .02 3.07 0.82 KronosBio KRON ... dd .84 –0.06 ... 11.84 6.96 Macatawa MCBC 3.6 7 8.81 +0.03 .08
2.61 0.35 InovioPharm INO ... dd .37 –0.10 ...
48.07 31.86 Galapagos GLPG ... dd 31.87 –3.14 ... 51.61 26.10 HeartlandFinUSA HTLF 4.2 6 28.60 +0.30 .30 60.20 39.83 Kulicke&Soffa KLIC 1.8 25 42.39 –0.78 .19 7.90 4.29 Macrogenics MGNX ... 44 4.96 +0.12 ...
7.33 0.99 InozymePharma INZY ... dd 2.71 –0.17 ...
3.70 0.51 Galecto GLTO ... dd .53 –0.03 ... 35.15 22.52 Heidrick&Strug HSII 2.5 9 24.20 –0.35 .15 16.37 7.41 KuraOncology KURA ... dd 7.66 –0.61 ... 322.67 57.21 MadrigalPharm MDGL ... dd 120.40 –11.14 ...
2.36 0.30 Inseego INSG ... dd .31 –0.04 ...
3.59 0.16 GaleraTherap GRTX ... dd .23 ... ... 143.68 81.14 HelenofTroy HELE ... 17 96.58 –6.84 ... 110.00 37.97 KuraSushiUSA KRUS ... cc 61.86 –3.12 ... 17.67 9.50 MagicSoftware MGIC 6.8 11 9.68 –0.68 .327
10.77 9.95 InsightAcqnA INAQ ... 58 10.59 +0.04 ...
14.83 7.19 Gambling.com GAMB ... cc 12.66 –0.56 ... 11.54 4.55 HelloGroup MOMO .0 6 7.03 +0.29 .70 39.85 10.91 KymeraTherap KYMR ... dd 10.97 –1.18 ... 15.73 5.59 Magnite MGNI ... dd 6.60 –0.44 ...
162.05 90.69 InsightEnt NSIT ... 20 141.97 –2.20 ...
2.51 0.56 GamidaCell GMDA ... dd .76 –0.04 ... 10.15 6.39 HennessyAdvsrs HNNA 8.5 10 6.50 –0.23.1375 13.45 9.06 MagyarBancorp MGYR 1.3 7 9.10 –0.30 .03
27.59 16.04 Insmed INSM ... dd 23.88 –1.20 ... L
55.13 43.91 Gaming&Leisure GLPI 6.5 16 44.59 –0.49 .73 10.60 9.71 HennessyCapVI HCVI ... 56 10.37 ... ... 42.97 22.50 MakeMyTrip MMYT ... cc 36.81 –1.96 ...
47.70 3.15 Inspirato ISPO ... dd 3.82 ... ...
8.68 6.43 GarrettMotion GTX ... dd 7.12 –0.17 ... 89.72 65.56 HenrySchein HSIC ... 19 66.41 –1.90 ... 11.66 9.41 LamfGlbI A LGVC ... cc 10.67 –0.01 ... 65.45 44.73 MalibuBoats MBUU ... 9 44.98 –5.02 ...
335.91 125.82 Insulet PODD ... cc 133.43 –11.30 ...
23.92 15.45 GenDigital GEN 3.0 8 16.51 –0.65 .125 14.87 6.69 HeritageCommerce HTBK 6.3 7 8.25 +0.13 .13 7.38 1.15 LavaTherap LVTX ... dd 1.20 –0.15 ... 8.79 3.41 MammothEnergy TUSK ... 12 4.17 –0.17 ...
50.46 20.04 Intapp INTA ... dd 33.21 –0.82 ...
35.31 2.90 GeneDx WGS ... dd 2.92 –0.27 ... 34.34 14.85 HeritageFin HFWA 5.4 7 16.40 –0.45 .22 141.91 80.30 LGI Homes LGIH ... 10 87.68 –0.01 ... 211.81 107.18 ManhattanAssoc MANH ... 71 188.49 –1.96 ...
60.69 33.44 IntegraLifeSci IART ... 28 34.21 –3.73 ...
7.35 0.86 GenerationBio GBIO ... dd .91 –0.21 ... 20.48 8.56 HertzGlobal HTZ ... 3 8.62 –2.30 ... 10.94 10.12 LIVCapAcqnII A LIVB ... cc 10.89 +0.01 ... 24.59 8.45 Mannatech MTEX .0 dd 8.68 –0.64 .20
11.59 9.97 IntegralAcqn1 INTE ... dd 10.72 –0.01 ...
3.81 2.08 Genetron GTH ... ... 3.49 +0.01 ... 30.36 7.35 Hesai HSAI ... dd 10.00 +0.64 ... 59.38 41.49 LKQ LKQ 2.8 12 43.55 –4.97 .30 5.75 3.31 MannKind MNKD ... dd 3.91 –0.30 ...
20.88 6.63 IntegralAd IAS ... 76 11.14 –0.63 ...
4.75 2.89 Genfit GNFT ... dd 3.12 +0.06 ... 75.38 34.86 Hibbett HIBB 2.2 5 44.68 –3.00 .25 271.56 179.00 LPL Financial LPLA .5 15 221.46 –0.10 .30 42.95 23.36 Maplebear CART ... ... 24.91 +0.06 ...
40.07 24.73 Intel INTC 1.4 dd 35.54 +0.62 .125
47.50 28.05 Genmab GMAB ... 28 28.42 –1.42 ... 30.15 10.44 HighPeakEner HPK .6 9 17.56 –0.21 .025 16.97 7.17 LSI Inds LYTS 1.4 17 14.70 –0.19 .05 17.34 6.16 MaravaiLifeSci MRVI ... 11 6.22 –0.69 ...
57.49 23.01 IntelliaTherap NTLA ... dd 23.16 –3.48 ...
34.33 24.40 Gentex GNTX 1.7 17 28.13 –2.28 .12 23.10 9.94 HilleVax HLVX ... dd 10.95 +0.60 ... 13.41 9.51 LakeShoreBancorp LSBK 7.4 11 9.75 –0.39 .18 2.21 1.22 Marchex MCHX ... dd 1.29 –0.23 ...
3.00 1.71 Intellicheck IDN ... dd 1.75 –0.17 ...
76.13 40.32 Gentherm THRM ... 75 40.72 –12.29 ... 10.28 6.55 HillmanSolns HLMN ... dd 6.62 –0.34 ... 20.02 10.65 LakelandBcp LBAI 5.1 8 11.33 +0.15 .145 11.15 3.47 MarinusPharm MRNS ... dd 6.58 –0.28 ...
4.91 1.37 Inter INTR ... cc 4.67 +0.51 ...
14.59 3.76 GeospaceTech GEOS ... dd 12.57 +0.03 ... 8.70 5.28 HimaxTechs HIMX 8.9 14 5.30 –0.24 .48 83.37 43.05 LakelandFin LKFN 3.8 14 48.31 –0.33 .46 399.78 200.01 MarketAxess MKTX 1.4 31 206.01 –29.37 .72
161.17 77.19 InterParfums IPAR 2.0 27 123.97 –0.18 .625
40.70 25.02 GermanAmBncp GABC 3.7 9 27.08 +1.10 .25 311.18 151.00 HinghamSvg HIFS 1.7 10 152.42 –2.23 .63 16.07 10.60 LakelandInds LAKE .8 21 14.72 –0.18 .03 2.85 1.24 MarketWise MKTW 2.1 72 1.91 +0.20 .01
95.59 68.23 InteractiveBrkrs IBKR .5 14 79.23 –0.96 .10
3.84 1.73 Geron GERN ... dd 1.79 –0.03 ... 22.00 15.13 HollysysAuto HOLI ... 12 20.42 +1.21 ... 11.76 10.07 LakeshoreAcqnII LBBB ... 63 10.90 +0.01 ... 8.23 3.46 Marqeta MQ ... dd 5.03 –0.31 ...
8.50 0.86 InteractStrength TRNR ... dd 1.07 +0.04 ...
77.10 44.69 GibraltarInds ROCK ... 21 60.21 –0.64 ... 87.88 64.85 Hologic HOLX ... 34 65.11 –2.70 ... 0.35 0.12 LakeshoreII Rt LBBBR ... ... .16 ... ... 210.98 143.92 Marriott MAR 1.1 21 185.27 –2.71 .52
21.86 8.82 InterceptPharm ICPT ... 3 18.91 +0.24 ...
18.60 4.14 GigaCloudTech GCT ... 7 8.22 –0.33 ... 43.45 27.75 HomeBancorp HBCP 3.0 6 33.16 –0.39 .25 726.53 384.72 LamResearch LRCX 1.4 20 584.02 –16.332.00 11.00 10.15 MarsAcqn MARX ... ... 10.54 +0.01 ...
5.56 1.01 Intercure INCR ... 8 1.03 –0.14 ...
7.16 4.51 GilatSatellite GILT ... 52 5.52 –0.53 ... 30.15 4.20 HomeStreet HMST 8.9 34 4.51 –0.65 .10 111.49 77.21 LamarAdv LAMR 6.2 20 80.37 –0.30 1.25 0.34 0.14 MarsAcqnRt MARXR ... ... .28 ... ...
98.69 43.92 InterDigital IDCC 2.1 12 75.70 –1.46 .40
89.74 72.87 GileadSciences GILD 3.9 18 76.62 –1.18 .75 30.79 18.02 HomeTrustBcshs HTBI 2.1 7 20.53 +0.48 .11 220.65 158.88 LancasterColony LANC 2.0 41 167.05 +1.19 .85 23.38 17.34 MartenTransport MRTN 1.4 17 17.40 –1.20 .06
12.29 6.51 Interface TILE .5 cc 8.70 –0.54 .01
58.70 26.24 GitLab GTLB ... dd 42.24 –2.08 ... 2.29 0.80 HomologyMed FIXX ... dd 1.02 –0.01 ... 25.90 16.49 LandmarkBncp LARK 5.0 8 16.71 –0.79 .21 3.63 1.95 MartinMidstream MMLP .8 dd 2.52 +0.17.005
53.71 39.10 IntlBcshs IBOC 2.9 7 42.95 +0.64 .63
208.62 148.23 LandstarSystem LSTR .8 20 162.63 –9.59 .33 67.99 33.75 MarvellTech MRVL .5 dd 47.26 –2.21 .06
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11.28 8.87 GladstoneCap GLAD10.6 10 9.30 –0.11.0825 3.75 1.06 Honest HNST ... dd 1.11 –0.13 ... 7.54 3.07 Intevac IVAC ... dd 3.16 –0.14 ...
20.12 10.84 GladstoneComm GOOD10.3 dd 11.64 –0.37 .10 220.96 174.88 Honeywell HON 2.4 22 177.00 –4.32 1.08 100.85 47.46 Lantheus LNTH ... cc 66.83 –2.78 ... 198.00 75.22 Masimo MASI ... 39 82.58 –0.60 ...
67.05 42.01 Intra-Cellular ITCI ... dd 48.55 –1.51 ...
14.64 12.11 GladstoneInvt GAIN 7.3 14 13.19 +0.81 .08 22.27 14.48 HookerFurnishings HOFT 5.4 dd 16.36 –1.45 .22 10.80 2.63 LanzaTechGlobal LNZA ... dd 4.21 –0.08 ... 35.29 19.25 MasterCraftBoat MCFT ... 5 20.23 –2.00 ...
558.64 352.63 Intuit INTU .8 57 479.52 –27.29 .90
22.13 13.43 GladstoneLand LAND 4.1 dd 13.57 –0.30.0464 13.98 7.42 HopeBancorp HOPE 6.5 6 8.57 –0.16 .14 7.06 2.21 Largo LGO ... dd 2.24 –0.55 ... 54.60 30.73 MatchGroup MTCH ... 21 33.98 –1.54 ...
136.00 2.65 IntuitiveMachinesA LUNR ... 3 2.67 –0.42 ...
11.19 9.90 GlblBlockchain GBBK ... 58 10.51 ... ... 16.43 7.69 HorizonBancorp HBNC 6.9 5 9.33 –0.75 .16 6.85 2.58 LarimarTherap LRMR ... dd 2.66 –0.26 ... 11.42 4.93 Materialise MTLS ... cc 5.33 +0.26 ...
358.07 222.65 IntuitiveSurgical ISRG ... 61 258.98 –7.93 ...
0.55 0.04 GlbBlockchainRt GBBKR ... ... .24 +0.06 ... 10.84 10.10 HorizonSpaceI HSPO ... 68 10.63 +0.04 ... 11.76 10.12 LatAmGrowthA LATG ... 36 10.95 ... ... 12.99 4.46 MatrixService MTRX ... dd 11.35 –0.55 ...
6.82 2.22 Inventiva IVA ... dd 3.70 –0.09 ...
45.72 18.14 Global-EOnline GLBE ... dd 32.38 –2.62 ... 13.45 10.14 HorizonTechFin HRZN12.2 19 10.86 –0.67 .11 4.79 2.04 Latham SWIM ... dd 2.11 –0.34 ... 22.64 15.36 Mattel MAT ... 80 18.43 –2.03 ...
22.48 9.27 Investar ISTR 3.9 5 10.31 +0.28 .10
11.00 10.00 GlobalStarA GLST ... cc 10.61 ... ... 19.42 14.51 HostHotels HST 4.8 14 15.05 –0.44 .18 98.30 48.03 LatticeSemi LSCC ... 48 70.13 –2.99 ... 4.07 1.84 Matterport MTTR ... dd 1.98 –0.02 ...
4.50 3.18 InvestcpCredit ICMB14.9 14 3.23 –0.26 .03
11.52 10.15 GlblTechAcqnI GTAC ... 35 10.80 –0.09 ... 3.10 0.19 HubCyberSecurity HUBC ... ... .65 ... ... 14.81 9.24 LaureateEduc LAUR .0 24 14.24 –0.11 .68 48.86 25.70 MatthewsIntl MATW 2.6 dd 35.21 –2.01 .23
11.39 10.18 InvestcorpEur I A IVCB ... dd 10.93 +0.02 ...
14.95 9.34 GlobalWaterRscs GWRS 3.0 35 9.97 +0.44.0248 104.67 63.45 HubGroup HUBG ... 10 70.08 –6.88 ... 15.82 4.72 Lavoro LVRO ... dd 5.26 –0.96 ... 7.41 2.45 MaxCyte MXCT ... dd 2.90 –0.22 ...
11.31 10.12 InvestcorpIndiaA IVCA ... 32 10.89 –0.01 ... 7.35 4.52 LeadRealEstate LRE ... 19 5.45 +0.10 ... 38.91 6.19 MaxeonSolar MAXN ... dd 6.27 –1.56 ...
72.50 50.40 GlobalFoundries GFS ... 19 51.98 –2.38 ... 11.70 10.01 HudsonAcqnI HUDA ... cc 10.62 –0.02 ... 167.84 127.71 InvestorsTitle ITIC 1.4 10 131.54 –9.15 .46
11.67 9.99 GlobalinkInvt GLLI ... 95 10.79 ... ... 1.35 0.10 HudsonAcqnIRt HUDAR ... ... .21 ... ... 23.51 8.50 LeeEnterprises LEE ... dd 8.96 –0.80 ... 43.66 13.43 MaxLinear MXL ... dd 14.92 –5.17 ...
4.07 0.98 Invivyd IVVD ... dd 1.60 +0.02 ... 25.30 16.13 LegacyHousing LEGH ... 7 18.23 –0.40 ... 111.70 85.63 McGrathRent MGRC 1.8 21 101.79 +3.72 .465
0.26 0.01 GlobalinkInvtRt GLLIR ... ... .09 ... ... 38.00 15.38 HudsonGlobal HSON ... 25 15.65 –2.00 ... 48.75 32.69 IonisPharm IONS ... dd 44.05 –2.11 ...
4.16 0.66 GlycoMimetics GLYC ... dd 1.15 –0.11 ... 2.08 0.48 HuizeHolding HUIZ ... 12 .98 –0.05 ... 15.68 6.89 LegalZoom LZ ... dd 10.21 +0.07 ... 10.49 5.64 MedallionFinl MFIN 4.9 3 6.52 –0.01 .08
10.09 3.21 IovanceBiotherap IOVA ... dd 3.50 +0.17 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

17.94 10.55 Gogo GOGO ... 9 10.65 –0.62 ... 5.60 1.96 Humacyte HUMA ... dd 2.01 –0.27 ... 77.32 42.91 LegendBiotech LEGN ... ... 63.67 –2.87 ... 2.73 1.89 MediciNova MNOV ... dd 1.92 –0.10 ...
7.99 1.94 iQIYI IQ ... 37 4.80 +0.20 ... 68.67 41.78 LeMaitreVascular LMAT 1.2 42 47.40 –1.84 .14 14.58 7.10 MediWound MDWD ... dd 7.77 –0.33 ...
5.09 2.45 Gogoro GGR ... dd 2.56 –0.25 ... 209.21 163.66 JBHunt JBHT 1.0 22 165.98 –10.29 .42 140.23 72.42 iRhythmTechs IRTC ... dd 78.19 –3.98 ...
28.47 19.62 GolarLNG GLNG 4.5 ... 22.44 –1.11 .25 15.74 9.13 HuntingtonBcshs HBAN 6.6 6 9.44 –0.20 .155 47.82 10.12 LendingTree TREE ... dd 10.56 –1.08 ... 282.73 167.00 Medpace MEDP ... 29 250.28 +21.03 ...
3.20 1.31 Iridex IRIX ... dd 3.01 –0.16 ... 19.68 9.11 LeonardoDRS DRS ... 8 18.99 +0.13 ... 45.49 1.46 MeihuaIntlMed MHUA ... 7 2.04 +0.16 ...
47.50 30.75 GoldenEnt GDEN .0 20 31.56 –1.412.00 30.41 19.77 Hurco HURC 3.2 39 19.90 –1.20 .16 68.34 35.78 IridiumComm IRDM 1.4 dd 36.05 –2.43 .13
10.58 6.89 GoldenOcean GOGL10.1 8 7.43 –0.51 .10 107.44 66.51 HuronConsulting HURN ... 27 98.12 –1.11 ... 4.89 3.20 LesakaTech LSAK ... dd 4.33 –0.14 ... 8.77 3.49 MeiraGTx MGTX ... dd 3.70 –0.04 ...
8.06 1.02 IrisEnergy IREN ... ... 3.20 +0.06 ... 17.13 4.45 Leslie's LESL ... 13 4.98 –0.44 ... 14.46 4.72 MelcoResorts MLCO ... dd 8.39 +0.38 ...
10.45 10.14 GoldenStarAcqn GODN ... ... 10.35 +0.03 ... 4.55 0.78 Hut8Mining HUT ... dd 2.12 +0.26 ... 56.74 31.37 iRobot IRBT ... dd 33.51 –2.64 ...
1.00 0.19 GoldenStarAcqnRt GODNR ... ... .25 –0.14 ... 3.25 0.67 Hydrofarm HYFM ... dd 1.03 +0.06 ... 3.79 0.96 LexiconPharm LXRX ... dd 1.11 –0.02 ... 1451.56 815.86 MercadoLibre MELI ... 81 1200.45 +30.78 ...
12.66 8.07 IronwoodPharm IRWD ... dd 8.79 –0.44 ... 3.86 1.26 LexinFintech LX 5.6 2 1.83 –0.09 .116 37.00 23.89 MercantileBank MBWM 4.2 6 32.05 +0.65 .34
15.10 12.27 GolubCapital GBDC10.5 15 14.15 –0.11 .37 3.28 0.68 Hyperfine HYPR ... dd 1.17 –0.71 ... 11.51 10.13 IsraelAcqns ISRL ... 84 10.58 +0.01 ...
9.37 3.82 GoodRx GDRX ... cc 5.11 –0.38 ... 7.50 5.07 Hywin HYW ... 11 7.01 –0.23 ... 47.33 13.09 LiAuto LI ... cc 34.99 +3.10 ... 14.43 7.37 MercerIntl MERC 3.7 dd 8.06 –0.97 .075
23.00 8.20 iTeosTherap ITOS ... dd 8.90 ... ... 4.28 1.20 LianBio LIAN ... dd 3.90 +2.48 ... 59.13 28.90 MercurySystems MRCY ... dd 35.82 –1.44 ...
16.51 9.66 Goodyear GT ... dd 11.91 –0.37 ... 2.35 0.45 HyzonMotors HYZN ... dd .87 +0.07 ... 79.99 39.38 Itron ITRI ... 67 57.18 –0.13 ...
79.40 31.21 GooseheadIns GSHD ... cc 65.50 –5.68 ... 97.05 68.15 LibertyBroadbandA LBRDA ... 14 77.61 –12.21 ... 17.38 7.80 Meridian MRBK 5.2 6 9.56 +0.18 .125
I 31.01 20.35 IturanLocation ITRN 2.4 11 24.24 –1.50 .15 96.88 68.67 LibertyBroadbandC LBRDK ... 14 77.53 –12.40 ... 85.62 62.58 MeritMedical MMSI ... 40 69.00 +4.17 ...
6.57 2.41 GoPro GPRO ... dd 2.43 –0.17 ...
11.10 9.68 GoresIX A GHIX ... cc 10.42 ... ... 69.85 41.52 IAC IAC ... 15 41.84 –3.66 ... J 22.09 15.03 LibertyGlobal A LBTYA ... dd 15.11 –1.16 ... 13.66 3.59 MerrimackPharm MACK ... dd 12.26 +0.04 ...
11.33 0.45 GossamerBio GOSS ... dd .49 –0.05 ... 31.40 11.45 IBEX IBEX ... 14 15.96 +0.23 ... 24.61 13.67 JakksPacific JAKK ... 2 16.12 –1.14 ... 22.20 15.87 LibertyGlobal B LBTYB ... dd 16.00 –1.49 ... 9.62 0.80 MersanaTherap MRSN ... dd 1.16 –0.36 ...
4.03 2.44 Grab GRAB ... dd 3.03 –0.24 ... 136.82 94.53 ICF Intl ICFI .5 36 124.00 –2.30 .14 177.71 133.27 J&JSnackFoods JJSF 1.9 45 152.35 +0.51 .735 22.78 16.40 LibertyGlobal C LBTYK ... dd 16.46 –1.21 ... 27.70 12.03 Merus MRUS ... dd 20.06 –0.24 ...
6.99 1.40 GracellBiotech GRCL ... dd 3.22 +0.34 ... 212.43 98.30 ICU Medical ICUI ... dd 99.58 –8.50 ... 67.10 24.01 JD.com JD 2.3 13 25.65 +1.27 .62 10.01 6.57 LibertyLatAmA LILA ... 7 6.68 –0.36 ... 3.82 0.54 MesaAir MESA ... dd .55 –0.13 ...
124.53 90.84 GrandCanyonEduc LOPE ... 19 117.39 +1.35 ... 30.25 13.29 IDEAYA Bio IDYA ... dd 25.57 +0.28 ... 6.11 0.55 Joann JOAN ... dd .66 –0.04 ... 9.98 6.62 LibertyLatAmC LILAK ... 7 6.73 –0.34 ... 206.36 93.95 MesaLabs MLAB .7 cc 96.52 –0.04 .16
3.69 1.59 GraphiteBio GRPH ... dd 2.35 –0.02 ... 564.74 352.79 IdexxLab IDXX ... 42 391.37 –35.63 ... 42.25 23.91 Joyy YY 4.4 12 38.84 –0.01 .20 69.48 55.08 LibertyFormOne A FWONA ... 33 56.73 –2.57 ... 5.12 1.13 Mesoblast MESO ... dd 1.17 +0.02 ...
10.51 7.51 GreatElmCap GECC16.2 9 8.66 –0.75 .35 76.80 27.68 IES Holdings IESC ... 17 61.14 +0.23 ... 202.66 136.57 JackHenry JKHY 1.5 28 138.10 –5.02 .52 37.00 29.48 LibertyLiveA LLYVA ... ... 30.03 –0.68 ... 330.54 88.09 MetaPlatforms META ... 26 296.73 –11.92 ...
2.49 1.84 GreatElm GEG ... 3 1.89 –0.01 ... 28.20 3.95 IGM Biosci IGMS ... dd 4.12 –0.24 ... 99.56 60.43 JackintheBox JACK 2.8 8 62.75 –1.19 .44 78.58 60.95 LibertyFormOne C FWONK ... 37 64.36 –2.55 ... 11.19 10.02 MetalSkyStar MSSA ... 52 10.88 –0.02 ...
9.67 4.75 GreatLakesDredge GLDD ... dd 7.52 –0.30 ... 7.67 1.16 I-Mab IMAB ... ... 1.22 –0.05 ... 0.56 ... JaguarGlbGrwI Rt JGGCR ... ... .14 –0.01 ... 39.00 29.63 LibertyLiveC LLYVK ... ... 30.61 –0.66 ... 54.83 33.72 Methanex MEOH 1.8 16 41.35 +0.67 .185
63.27 45.39 GreatSouthernBncp GSBC 3.3 8 48.50 +0.97 .40 3.95 0.90 IN8bio INAB ... dd .93 –0.06 ... 12.38 4.90 JaguarGlblGrowthI JGGCU ... ... 6.81 +0.91 ... 26.95 22.01 LibertySirius A LSXMA ... 13 23.74 –1.22 ... 24.34 13.10 MetroCityBkshs MCBS 3.7 9 19.56 +0.09 .18
37.49 25.78 GreenPlains GPRE ... dd 27.54 +0.35 ... 3.52 0.83 IO Biotech IOBT ... dd .85 –0.19 ... 11.68 3.97 JaguarGlbGrwI A JGGC ... 33 6.00 +0.80 ... 26.86 22.19 LibertySirius B LSXMB ... 13 24.08 –1.81 ... 94.30 58.61 MicrochipTech MCHP 2.3 17 72.26 –3.10 .41
16.25 11.72 GreenPlainsPtrs GPP 13.0 9 14.02 +0.22 .455 141.85 79.88 IPG Photonics IPGP ... 41 88.15 –4.50 ... 26.60 13.52 JamesRiver JRVR 1.5 15 13.55 –0.76 .05 26.85 22.24 LibertySirius C LSXMK ... 13 23.85 –1.16 ... 74.77 48.43 MicronTech MU .7 dd 65.65 –1.57 .115
13.90 1.55 GreenidgeGen GREE ... dd 4.90 +0.92 ... 30.84 17.87 i3Verticals IIIV ... dd 18.18 –1.50 ... 24.99 14.83 JamfHolding JAMF ... dd 15.26 –0.05 ... 11.06 10.05 LibertyRscsA LIBY ... cc 10.90 +0.01 ... 366.78 213.43 Microsoft MSFT .9 32 329.81 +3.14 .75
6.00 0.55 Greenlane GNLN ... dd .57 –0.01 ... 12.15 10.00 IXAcqnA IXAQ ... 24 10.96 –0.01 ... 23.64 5.74 JanuxTherap JANX ... dd 6.02 –0.73 ... 48.82 10.50 LibertyTripAdvB LTRPB ... dd 10.50 –13.24 ... 475.09 132.56 MicroStrategy MSTR ... 45 406.76 +58.72 ...
11.72 7.48 GreenlightCapRe GLRE ... 6 10.75 –0.12 ... 55.10 17.09 IcahnEnterprises IEP 40.9 dd 17.10 –0.42 1.00 160.96 120.64 JazzPharm JAZZ ... dd 126.07 –7.48 ... 1.68 0.26 LibertyTripAdvA LTRPA ... dd .26 –0.11 ... 2.91 0.88 Microvast MVST ... dd 1.28 –0.06 ...
10.97 6.08 Grifols GRFS ... cc 7.84 –0.25 ... 39.73 22.78 Ichor ICHR ... 31 24.31 –1.45 ... 17.50 1.38 Jet.AI JTAI ... 12 1.41 –0.80 ... 11.46 1.52 LifecoreBiomed LFCR ... dd 7.03 –0.08 ... 8.20 1.82 MicroVision MVIS ... dd 1.92 –0.09 ...
26.29 6.80 GrindrodShipping GRIN 1.4 9 8.81 +0.011.016 5.69 1.36 iClickInteract ICLK ... dd 1.83 –0.16 ... 9.45 4.09 JetBlue JBLU ... 54 4.13 –0.35 ... 7.40 1.14 LifeMD LFMD ... dd 6.32 –0.09 ... 34.99 18.25 MidPennBancorp MPB 4.3 7 18.77 –0.51 .20
4.05 1.14 Gritstone GRTS ... dd 1.89 –0.13 ... 268.07 181.92 Icon ICLR ... 38 235.31 +8.59 ... 30.94 17.11 JFrog FROG ... dd 21.50 –0.89 ... 9.59 4.22 LifeStanceHealth LFST ... dd 5.63 +0.27 ... 14.03 10.39 MidCapFin MFIC12.1 11 12.55 –0.33 .38
36.54 25.71 GroceryOutlet GO ... 38 27.05 –0.53 ... 16.45 2.28 Icosavax ICVX ... dd 5.95 –0.41 ... 2.35 0.51 JianzhiEduc JZ ... ... .57 –0.02 ... 10.25 4.31 LifetimeBrands LCUT 3.2 dd 5.29 +0.19.0425 162.02 111.88 Middleby MIDD ... 13 112.10 –3.59 ...
16.25 2.89 Groupon GRPN ... dd 11.77 –0.84 ... 9.03 2.02 iHeartMedia IHRT ... dd 2.14 –0.31 ... 8.19 1.86 Jiayin JFIN 7.7 2 4.94 –0.05 .38 12.96 5.26 LifewayFoods LWAY ... 31 11.67 +0.38 ... 95.82 61.67 MiddlesexWater MSEX 2.0 30 63.50 +1.44 .325
100.21 50.23 GrAeroportuario OMAB ... 11 56.76 –11.73 ... 7.64 1.94 IkenaOncology IKNA ... dd 3.66 +0.28 ... 71.88 47.46 JohnsonOutdoors JOUT 2.8 11 47.82 –2.30 .33 85.70 49.24 LigandPharm LGND ... 34 49.57 –2.52 ... 28.59 17.98 MidlandStBncp MSBI 5.9 5 20.45 –0.08 .30
54.47 20.67 GuardantHealth GH ... dd 24.96 –0.67 ... 248.87 108.87 Illumina ILMN ... dd 109.22 –10.42 ... 79.07 52.86 Light&Wonder LNW ... cc 72.85 –1.73 ... 35.58 17.80 MidWestOneFin MOFG 4.9 9 19.60 –0.29.2425
9.25 5.25 Immersion IMMR 1.9 5 6.40 –0.13 .03 K 1.96 0.37 Lilium LILM ... ... .61 –0.01 ... 5.24 2.23 MilestonePharm MIST ... dd 2.28 –0.43 ...
5.74 2.95 GulfIslandFab GIFI ... 22 3.93 +0.01 ...
4.30 1.63 Gulf Resources GURE ... 4 1.72 ... ... 14.29 3.70 Immuneering IMRX ... dd 5.00 –0.88 ... 520.19 307.30 KLA KLAC 1.1 21 457.93 –4.51 1.30 17.90 11.37 Limoneira LMNR 2.1 28 14.08 +0.14 .075 26.20 13.20 MillerKnoll MLKN 3.3 52 22.61 –0.43.1875
3.17 1.02 Immunic IMUX ... dd 1.06 –0.11 ... 18.63 7.70 KLX Energy KLXE ... 3 10.21 –0.37 ... 9.25 5.05 LincolnEduc LINC ... 9 8.43 +0.34 ... 21.15 10.51 MillicomIntl TIGO ... 69 15.33 +0.33 ...
H 7.10 1.21 ImmunityBio IBRX ... dd 2.48 +1.18 ... 12.10 4.48 KVH Inds KVHI ... 3 4.50 –0.24 ... 210.86 136.00 LincolnElectric LECO 1.6 20 172.67 +0.87 .71 2.50 1.86 Mind CTI MNDO12.9 8 1.86 –0.02 .24
56.47 32.33 H&E Equipment HEES 2.7 9 40.74 –0.02 .275 69.06 42.43 Immunocore IMCR ... dd 42.85 –4.42 ... 0.55 0.02 KairousAcqnRt KACLR ... ... .12 –0.01 ... 20.83 11.97 LiquiditySvcs LQDT ... 26 18.75 –0.62 ... 5.01 2.12 MindMed MNMD ... dd 2.47 –0.15 ...
23.49 16.33 HBT Finl HBT 3.8 9 17.81 +0.05 .17 20.69 3.61 Immunogen IMGN ... dd 15.00 +0.85 ... 97.58 53.67 KaiserAlum KALU 5.7 68 54.28 –9.95 .77 309.94 193.42 Littelfuse LFUS 1.2 17 216.33 –11.09 .65 21.98 7.44 MineralysTherap MLYS ... dd 7.60 –0.76 ...
11.05 10.13 HCM Acqn A HCMA ... 54 11.04 ... ... 5.90 1.14 ImmunoPrecise IPA ... dd 1.82 +0.68 ... 2.27 1.53 Kaltura KLTR ... dd 1.64 +0.01 ... 59.86 40.26 LivaNova LIVN ... dd 47.19 –2.22 ... 101.30 27.30 MiratiTherap MRTX ... dd 55.37 –0.31 ...
2.42 1.08 HCW Biologics HCWB ... dd 1.60 –0.20 ... 44.19 10.21 Immunovant IMVT ... dd 33.42 –1.64 ... 11.45 4.75 KalVistaPharm KALV ... dd 7.99 –0.87 ... 18.17 2.33 LivePerson LPSN ... dd 2.47 –0.15 ... 33.39 17.49 MirumPharm MIRM ... dd 27.14 –1.76 ...
23.00 17.31 HMN Fin HMNF 1.6 12 18.41 –0.23 .08 3.90 1.50 Immutep IMMP ... dd 1.87 –0.17 ... 5.85 3.72 Kamada KMDA ... 54 4.14 –0.22 ... 3.65 1.70 LiveVox LVOX ... dd 3.61 +0.01 ... 16.96 8.55 MissionProduce AVO ... dd 9.31 –0.04 ...
2.05 0.41 Hookipa HOOK ... dd .43 –0.04 ... 4.24 0.25 ImpelPharm IMPL ... dd .25 –0.03 ... 4.27 2.22 KandiTech KNDI ... dd 3.22 –0.16 ... 4.02 0.20 LixiangEduc LXEH ... dd .39 +0.03 ... 48.11 24.85 Mobileye MBLY ... dd 35.05 –0.50 ...
21.28 8.15 Hutchmed HCM ... dd 18.47 +1.56 ... 144.90 48.39 Impinj PI ... dd 61.66 +10.96 ... 26.26 10.54 Kanzhun BZ ... cc 14.86 –0.13 ... 25.00 18.20 LoganRidgeFin LRFC 4.3 dd 20.42 +0.12 .26 11.75 9.00 MobivAcqn MOBV ... cc 9.15 –0.35 ...
53.52 26.53 H World HTHT ... 78 37.45 +3.37 ... 83.84 52.59 InariMedical NARI ... dd 57.85 +2.66 ... 26.69 12.50 KaratPkg KRT 2.0 13 20.28 –0.62 .40 78.20 47.92 LogitechIntl LOGI 1.5 32 77.01 +7.841.1805 217.25 71.55 Moderna MRNA ... 26 71.91 –8.49 ...
24.82 17.10 HackettGroup HCKT 2.0 18 21.93 –0.52 .11 4.75 0.82 Incannex IXHL ... dd 1.00 +0.10 ... 245.00 158.38 KarunaTherap KRTX ... dd 163.98 –2.78 ... 10.29 2.98 LongboardPharm LBPH ... dd 5.44 +0.64 ... 113.53 26.05 ModivCare MODV ... dd 40.13 –1.72 ...
22.14 9.36 HainCelestial HAIN ... dd 10.90 +0.24 ... 10.71 9.96 InceptionGrowth IGTA ... 77 10.63 ... ... 5.97 0.76 KaryopharmTherap KPTI ... dd .82 –0.24 ... 3.80 1.85 LoopIndustries LOOP ... dd 3.21 –0.32 ... 7.36 3.61 MolecularPtrs MOLN ... dd 3.74 –0.21 ...
 October 30, 2023 BARRON’S 49

D ATA NASDAQ ISSUES B A R R ON S .C OM / D ATA

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
79.50 1.03 Momentus MNTS ... dd 3.26 –0.44 ... 7.41 1.57 Novonix NVX ... dd 1.90 +0.08 ... 31.14 20.50 PaycorHCM PYCR ... dd 21.48 –1.61 ... 2.84 0.42 QurateRetailA QRTEA ... dd .42 –0.07 ... 8.01 2.75 SanaBiotech SANA ... dd 2.80 –0.26 ...
85.67 56.25 MonarchCasino MCRI 2.0 13 59.24 +0.21 .30 11.94 10.05 NubiaBrandA NUBI ... cc 10.85 ... ... 235.68 160.00 Paylocity PCTY ... 70 174.40 –14.87 ... R 36.18 19.27 SandySpringBncp SASR 6.8 7 20.09 +0.29 .34
189.15 73.58 monday.com MNDY ... dd 129.24 –2.77 ... 1.75 0.45 NuCana NCNA ... dd .48 –0.09 ... 8.04 4.02 Payoneer PAYO ... cc 5.62 –0.15 ... 127.26 76.49 Sanfilippo JBSS .8 19 101.69 +4.29 1.20
14.25 2.98 Mondee MOND ... dd 4.05 –0.32 ... 15.09 4.22 NurixTherap NRIX ... dd 4.40 –0.38 ... 92.62 50.25 PayPal PYPL ... 14 50.39 –3.00 ... 31.45 11.04 RaptTherap RAPT ... dd 11.28 –0.13 ... 4.51 0.46 SangamoTherap SGMO ... dd .47 –0.05 ...
78.59 60.42 Mondelez MDLZ 2.6 22 65.01 +0.91 .425 39.63 23.35 Nutanix NTNX ... dd 34.72 –1.17 ... 42.19 21.58 PeapackGladFin PGC .9 7 22.21 –2.17 .05 23.30 8.62 RBB Bancorp RBB 5.6 4 11.36 –0.54 .16 5.99 2.80 SangomaTechs SANG ... dd 2.85 –0.25 ...
10.43 1.33 MoneyHero MNY ... dd 1.37 –1.02 ... 65.50 23.10 Nuvalent NUVL ... dd 50.96 –0.10 ... 11.00 10.06 PearlHldgsAcqnA PRLH ... 42 10.74 ... ... 97.45 50.43 RCI Hospitality RICK .5 13 53.06 +0.50 .06 69.28 49.07 Sanmina SANM ... 10 50.74 +0.25 ...
439.00 135.15 MongoDB MDB ... dd 335.31 –10.97 ... 43.81 13.32 Nuvei NVEI 3.0 99 13.53 –1.72.0743 59.23 31.06 Pegasystems PEGA .3 dd 41.33 +1.83 .03 21.55 10.11 RCM Tech RCMT ... 12 19.59 +0.64 ... 57.82 42.23 Sanofi SNY ... 12 43.13 –8.92 ...
595.98 320.01 MonolithicPower MPWR 1.0 44 405.93 –14.11 1.00 502.66 129.56 NVIDIA NVDA .0 98 405.00 –8.87 .04 17.83 4.28 Peloton PTON ... dd 4.30 –0.54 ... 25.54 14.33 REGENXBIO RGNX ... dd 14.38 –1.78 ... 30.81 16.18 SapiensIntl SPNS 2.1 24 24.57 –0.60 .26
55.70 22.72 Monro MNRO 4.3 24 26.02 +1.02 .28 10.34 4.36 Nyxoah NYXH ... dd 5.83 –0.30 ... 16.39 9.26 Pennant PNTG ... 25 10.79 –0.34 ... 11.70 9.94 RF Acqn A RFAC ... cc 10.67 +0.02 ... 12.60 0.48 SarcosTech&Robotic STRC ... dd .52 –0.17 ...
60.47 45.06 MonsterBev MNST ... 37 49.90 –0.08 ... 28.00 20.00 PennsWoodsBncp PWOD 6.1 10 20.93 –0.31 .32 0.28 0.07 RF Acqn Rt RFACR ... ... .15 –0.03 ... 159.89 100.15 SareptaTherap SRPT ... dd 106.83 –4.37 ...
O 5.93 2.53 RF Industries RFIL ... dd 2.89 –0.04 ...
10.96 2.44 MonteRosaTherap GLUE ... dd 2.78 +0.04 ... 31.36 23.05 PeoplesBncpOH PEBO 5.7 8 27.16 +1.61 .39 4.21 1.08 Savara SVRA ... dd 3.46 +0.22 ...
10.75 9.93 MontereyCapA MCAC ... dd 10.75 +0.02 ... 56.00 25.05 OddityTech ODD ... ... 25.53 –1.52 ... 34.88 16.35 PeoplesBncpNC PEBK 3.5 7 21.50 –0.18 .19 24.55 15.36 RGC Resources RGCO 5.1 dd 15.42 –0.82.1975 35.50 26.14 ScanSource SCSC ... 9 29.86 –1.59 ...
12.00 10.18 MontereyInnov MTRY ... dd 11.30 +0.04 ... 53.59 38.71 ODP ODP ... 10 43.99 +0.20 ... 58.50 30.60 PeoplesFinSvcs PFIS 4.2 8 39.17 –0.82 .41 18.70 6.71 R1 RCM RCM ... dd 11.19 –0.51 ... 36.64 23.48 SchnitzerSteel RDUS 3.1 dd 24.43 +0.46.1875
259.28 163.28 Morningstar MORN .6 cc 241.68 +16.82 .375 111.35 58.43 ON Semi ON ... 19 83.52 –1.31 ... 20.00 4.26 PepGen PEPG ... dd 5.44 –0.09 ... 6.07 1.05 RackspaceTech RXT ... dd 1.16 –0.18 ... 13.00 5.56 ScholarRock SRRK ... dd 10.34 +2.70 ...
63.08 19.37 Morphic MORF ... dd 20.20 –0.37 ... 12.00 7.50 OP Bancorp OPBK 5.7 5 8.47 –0.25 .12 196.88 155.83 PepsiCo PEP 3.2 27 159.62 –0.381.265 35.18 12.03 RadNet RDNT ... dd 25.42 –3.21 ... 47.25 30.50 Scholastic SCHL 2.1 26 37.22 +0.09 .20
8.67 3.17 MorphoSys MOR ... 12 7.62 +1.03 ... 2.24 1.00 OPKO Health OPK ... dd 1.23 –0.06 ... 18.58 11.18 PerdoceoEduc PRDO 2.5 10 17.91 +0.05 .11 23.46 14.91 Radware RDWR ... dd 15.03 –0.91 ... 59.24 15.85 Schrodinger SDGR ... 25 21.65 –0.33 ...
19.93 4.26 MotorcarParts MPAA ... dd 7.03 +0.25 ... 11.02 9.80 OPYAcqnIA OHAA ... dd 10.47 –0.01 ... 12.00 6.80 PerellaWeinberg PWP 2.9 dd 9.55 +0.04 .07 14.48 0.82 RainOncology RAIN ... dd 1.07 +0.05 ... 12.75 5.25 scPharm SCPH ... dd 5.31 –0.38 ...
11.24 10.30 MountainI A MCAA ... 64 11.18 –0.02 ... 975.72 767.27 OReillyAuto ORLY ... 25 924.56 +17.50 ... 96.93 51.23 Perficient PRFT ... 18 51.64 –3.76 ... 10.07 3.03 Rallybio RLYB ... dd 4.02 +0.64 ... 11.50 9.59 ScreamingEagleA SCRM ... 35 10.48 +0.01 ...
10.76 0.44 Movella MVLA ... dd .45 –0.04 ... 139.90 77.77 OSI Systems OSIS ... 20 106.39 –8.54 ... 3.97 1.90 PerformantFin PFMT ... dd 2.20 +0.08 ... 12.79 5.94 RamacoRscsA METC 4.2 7 11.95 +0.11 .125 16.13 4.85 ScrippsEW SSP ... dd 5.21 –0.92 ...
7.60 3.01 Mynaric MYNA ... dd 3.64 +0.34 ... 21.69 17.70 OaktreeSpec OCSL11.7 16 18.67 –0.23 .55 42.75 21.28 PerionNetwork PERI ... 11 24.35 –1.25 ... 19.80 8.50 RamacoRscsB METCB 8.2 ... 12.19 –0.36.2487 34.96 17.93 SeacoastBkgFL SBCF 3.6 17 20.09 +0.09 .18
24.21 13.82 MyriadGenetics MYGN ... dd 13.91 –1.16 ... 3.16 0.44 Oatly OTLY ... dd .45 –0.09 ... 11.49 6.41 Perma-PipeIntl PPIH ... 11 6.62 –0.09 ... 68.54 29.27 Rambus RMBS ... 30 51.61 –3.16 ... 74.51 47.47 Seagate STX 4.1 dd 68.20 +1.51 .70
24.93 12.01 OceanFirstFin OCFC 6.4 6 12.44 –0.90 .20 4.31 0.91 Personalis PSNL ... dd .97 +0.02 ... 8.99 1.85 RaniTherap RANI ... dd 1.96 –0.03 ... 217.51 116.08 Seagen SGEN ... dd 214.60 –0.90 ...
N 7.96 2.23 OcularTherapeutix OCUL ... dd 2.42 +0.07 ... 3.38 0.83 RapidMicro RPID ... dd .97 –0.02 ...
12.58 3.06 PetcoHealth WOOF ... 24 3.29 –0.15 ... 11.78 9.76 SeaportGlblAcqnII SGII ... dd 10.75 +0.01 ...
41.25 18.99 Napco Security NSSC 1.7 26 19.17 –0.83 .08 14.50 6.26 Oculis OCS ... ... 9.54 –0.07 ... 55.61 26.49 Rapid7 RPD ... dd 46.61 –3.15 ... 10.06 5.28 SecureWorks SCWX ... dd 5.67 –0.75 ...
22.98 7.13 PetIQ PETQ ... dd 18.32 –0.72 ...
48.68 27.53 NBT Bancorp NBTB 3.9 12 33.10 +1.90 .32 18.10 3.75 OfficePropIncm OPI 24.3 19 4.12 –0.03 .25 26.00 17.95 RayzeBio RYZB ... ... 18.42 –1.55 ... 8.86 5.35 SecurityNatFin SNFCA ... 6 7.05 –0.06 ...
22.64 9.21 PetMedExpress PETS12.8 dd 9.36 –0.58 .30
6.14 0.76 NGM Biopharm NGM ... dd .77 –0.18 ... 31.20 21.90 OhioValleyBanc OVBC 3.6 8 24.20 –0.13 .22 7.69 2.10 RealGoodFood RGF ... dd 2.38 +0.01 ... 8.74 1.68 Seer SEER ... dd 1.69 –0.13 ...
17.81 9.00 Pharming PHAR ... dd 11.07 +0.40 ...
231.54 150.47 NICE NICE ... 33 152.13 –4.17 ... 91.50 44.12 Okta OKTA ... dd 67.08 –8.49 ... 2.94 1.00 RealReal REAL ... dd 1.32 –0.17 ... 1.99 0.90 SelectaBiosci SELB ... dd 1.23 +0.13 ...
26.86 1.77 Pharvaris PHVS ... dd 17.72 +0.43 ...
30.14 19.02 NMI Holdings NMIH ... 7 26.79 –0.03 ... 7.10 1.44 Olaplex OLPX ... 8 1.45 –0.14 ... 16.75 4.54 RecursionPharm RXRX ... dd 5.28 –0.69 ... 108.10 84.47 SelectiveIns SIGI 1.2 23 102.75 –0.91 .30
17.02 5.84 PhathomPharm PHAT ... dd 8.66 –0.60 ...
3.25 0.97 NN NNBR ... dd 1.76 –0.01 ... 438.05 252.62 OldDomFreight ODFL .4 33 368.46 –24.57 .40 59.01 43.50 RedRiverBcshs RRBI .7 8 45.90 –0.39 .08 40.84 0.28 SelinaHosp SLNA ... ... .29 –0.05 ...
40.00 30.53 Phenixfin PFX ... 5 37.50 +1.12 ...
1.54 0.22 NRX Pharm NRXP ... dd .31 +0.01 ... 20.19 11.66 OldNatlBncp ONB 4.1 6 13.61 –0.27 .14 16.50 5.35 RedRobin RRGB ... dd 7.88 +0.12 ... 4.96 0.55 Semantix STIX ... dd 1.22 –0.05 ...
16.52 10.66 PhibroAnimal PAHC 4.5 13 10.77 –0.98 .12
154.97 89.30 NV5Global NVEE ... 32 94.75 –5.00 ... 17.80 10.79 Old2ndBcp OSBC 1.5 6 13.50 –0.08 .05 51.36 38.71 RedRockResorts RRR 2.6 10 39.11 –2.39 .25 12.03 10.18 SemperParatusA LGST ... 91 10.87 –0.02 ...
36.46 27.85 PhillipsEdison PECO 3.3 71 33.55 –0.08.0975
225.57 142.76 NXP Semicon NXPI 2.3 17 179.13 –6.631.014 13.68 2.19 OlemaPharm OLMA ... dd 13.09 +2.50 ... 17.68 3.08 Redfin RDFN ... dd 5.02 –0.05 ... 35.18 14.44 Semtech SMTC ... dd 14.50 –1.99 ...
11.83 10.15 PhoenixBiotech PBAX ... dd 10.87 ... ...
11.00 10.12 NaborsEnerIIA NETD ... ... 10.20 +0.01 ... 26.47 14.10 OlinkHolding OLK ... dd 24.67 –0.08 ... 28.40 0.26 RedHillBio RDHL ... dd .47 –0.03 ... 68.74 32.50 SenecaFoods A SENEA ... 16 54.97 +1.28 ...
26.98 13.86 Photronics PLAB ... 10 18.62 –0.51 ...
2.97 0.92 NanoLabs NA ... ... 1.38 +0.11 ... 80.94 44.72 Ollie'sBargain OLLI ... 31 75.43 +0.60 ... 11.23 9.93 RedwoodsAcqn RWOD ... 69 10.69 –0.01 ... 69.83 31.51 SenecaFoods B SENEB ... 16 54.66 +0.44 ...
22.69 4.98 NanoXImaging NNOX ... dd 5.02 –0.75 ... 26.57 19.96 Pilgrim'sPride PPC ... cc 24.54 +0.20 ...
58.84 26.09 OlympicSteel ZEUS 1.0 14 49.43 +1.86 .125 0.22 0.03 RedwoodsAcqnRt RWODR ... ... .11 ... ... 1.93 0.52 SenseiBiotherap SNSE ... dd .56 –0.08 ...
11.00 1.75 Nanobiotix NBTX ... dd 6.60 +0.30 ... 87.88 43.31 PinnacleFinPtrs PNFP 1.4 8 60.77 –0.87 .22
128.51 71.00 OmegaFlex OFLX 1.9 33 71.01 –3.24 .33 68.56 54.72 RegencyCtrs REG 4.5 27 57.68 –1.47 .65 1.79 1.10 SenstarTech SNT ... 10 1.14 –0.09 ...
13.20 1.18 NanoStringTech NSTG ... dd 1.24 –0.34 ... 1.45 0.30 PintecTech PT ... dd 1.12 +0.01 ...
11.98 1.40 OmegaTherap OMGA ... dd 1.62 +0.12 ... 853.97 668.00 RegenPharm REGN ... 20 775.18 –33.29 ... 2.75 0.27 SentiBiosciences SNTI ... dd .30 –0.04 ...
69.22 46.88 Nasdaq NDAQ 1.8 21 47.59 –3.01 .22 2.32 1.06 Pixelworks PXLW ... dd 1.16 –0.07 ...
7.80 0.92 Omeros OMER ... 2 1.08 –0.15 ... 23.18 5.95 RelayTherap RLAY ... dd 6.06 –0.71 ... 4.25 1.10 SeraPrognostics SERA ... dd 1.67 –0.08 ...
63.00 34.00 Natera NTRA ... dd 38.26 –2.50 ... 16.05 11.16 PlainsAllAmPipe PAA 7.1 9 15.15 –0.55.2675
8.94 1.91 OmniAb OABI ... dd 4.48 –0.37 ... 6.85 1.81 RelmadaTherap RLMD ... dd 2.99 –0.04 ... 9.49 1.27 SeresTherap MCRB ... dd 1.38 –0.04 ...
83.00 61.35 Nathan's NATH 3.1 13 65.00 +2.00 .50 16.70 11.79 PlainsGP PAGP 6.8 15 15.64 –0.49.2675
78.80 34.38 Omnicell OMCL ... dd 34.85 –4.78 ... 27.95 8.94 RemitlyGlobal RELY ... dd 25.82 –0.43 ... 11.57 6.89 ServiceProperties SVC 11.4 dd 7.04 –0.08 .20
55.12 42.09 NationalBeverage FIZZ ... 27 45.22 +1.09 ... 9.77 5.62 PlayaHotels PLYA ... 23 6.98 +0.06 ...
11.55 9.79 OmniLitAcqnA OLIT ... dd 10.50 –0.17 ... 4.04 1.05 Renalytix RNLX ... dd 1.09 –0.12 ... 2.37 0.61 17Educ&Tech YQ ... dd .70 –0.07 ...
6.49 1.01 NatlCineMedia NCMI ... 1 3.55 –0.14 ... 5.01 2.68 Playstudios MYPS ... dd 2.73 –0.08 ...
13.29 5.98 1-800-FLOWERS FLWS ... dd 7.10 –0.47 ... 11.30 1.79 ReneoPharm RPHM ... dd 8.00 +0.15 ... 6.22 2.11 Shapeways SHPW ... dd 2.15 –0.10 ...
47.60 34.69 NatlResearch NRC 1.1 36 42.07 –0.37 .12 12.90 7.81 Playtika PLTK ... 10 8.40 –0.48 ...
5.70 3.80 180DegreeCap TURN ... dd 3.82 –0.06 ... 6.86 4.04 ReNewEnergy RNW ... dd 5.46 –0.04 ... 2.71 0.77 Sharecare SHCR ... dd 1.06 –0.15 ...
43.82 13.71 NationalVision EYE ... 67 15.62 –0.13 ... 115.36 83.84 Plexus PLXS ... 19 94.68 +4.38 ...
4.00 2.06 111 YI ... dd 2.13 –0.09 ... 18.68 3.29 RepareTherap RPTX ... dd 3.30 –1.05 ... 4.76 1.33 ShattuckLabs STTK ... dd 1.58 +0.18 ...
488.90 194.25 NatlWesternLife NWLI .1 22 478.46 +0.10 .36 36.64 13.04 PliantTherap PLRX ... dd 13.40 –0.25 ...
7.47 3.45 1stdibs.com DIBS ... dd 3.98 +0.22 ...
8.25 2.01 PolestarAuto PSNY ... dd 2.04 –0.31 ...
212.17 118.08 Repligen RGEN ... 49 119.58 –26.39 ... 25.02 15.62 ShenandoahTel SHEN .4 dd 23.04 +1.10 .09
10.12 5.06 NaturalAlt NAII ... 14 6.01 –0.22 ... 39.15 21.81 OneWaterMarine ONEW ... 4 21.97 –2.06 ... 29.52 13.41 Replimune REPL ... dd 13.58 –1.26 ... 32.43 14.64 ShoalsTech SHLS ... 16 15.10 –0.03 ...
4.65 1.50 NautilusBiotech NAUT ... dd 2.41 +0.06 ... 10.04 6.51 PonceFinl PDLB ... dd 7.62 +0.24 ...
12.00 10.05 OnyxAcqnIA ONYX ... cc 10.89 +0.01 ... 48.32 37.23 RepublicBcpKYA RBCAA 3.5 10 43.30 –0.30 .374 315.95 172.50 ShockwaveMed SWAV ... 32 206.88 +6.83 ...
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19.69 14.10 Navient NAVI 4.1 6 15.75 –1.08 .16 11.93 10.16 PonoCapitalThree PTHR ... 69 10.58 ... ...
11.99 5.35 OpenLending LPRO ... 17 6.10 –0.22 ... 7.77 5.19 ReservoirMedia RSVR ... cc 5.31 –0.39 ... 29.47 19.24 ShoeCarnival SCVL 2.1 7 22.92 –1.33 .12
11.17 3.11 NavitasSemi NVTS ... dd 5.15 –0.44 ... 423.97 283.81 Pool POOL 1.4 22 309.50 –12.67 1.10
43.25 26.03 OpenText OTEX 3.1 58 32.46 –0.78 .25 19.83 13.00 ResourcesConnect RGP 4.2 12 13.29 –0.57 .14 20.85 9.66 ShoreBancshares SHBI 4.7 7 10.18 +0.14 .12
29.14 16.38 Nayax NYAX ... dd 19.00 –0.28 ... 74.00 49.34 Popular BPOP 3.4 7 64.84 +4.29 .55
5.41 0.92 OpendoorTech OPEN ... dd 2.08 –0.10 ... 16.37 10.99 RetailOppor ROIC 5.4 38 11.08 –0.72 .15 34.10 10.94 Shyft SHYF 1.8 14 11.09 –0.46 .05
33.73 19.58 nCino NCNO ... dd 28.00 +0.40 ... 25.88 13.89 Portillo's PTLO ... 66 14.90 +0.17 ...
28.58 4.29 Opera OPRA 3.3 16 11.88 +1.18 .80 37.98 7.80 RevanceTherap RVNC ... dd 7.98 –0.48 ... 4.94 1.25 Sientra SIEN ... dd 1.46 +0.06 ...
18.65 0.14 NearIntelligence NIR ... dd .15 –0.02 ... 23.72 17.00 PortmanRidge PTMN16.0 dd 17.22 –1.10 .69
8.06 2.19 OportunFin OPRT ... dd 5.51 –0.39 ... 11.25 9.91 RevelstoneCapA RCAC ... 90 10.70 +0.03 ... 22.53 15.01 SierraBancorp BSRR 5.2 7 17.66 –0.56 .23
4.37 0.45 NektarTherap NKTR ... dd .47 –0.04 ... 8.82 1.54 PoseidaTherap PSTX ... dd 1.83 –0.52 ...
6.09 1.60 Opthea OPT ... dd 1.66 +0.06 ... 35.60 15.44 RevolutionMed RVMD ... dd 18.61 –9.36 ... 15.30 1.04 SightSciences SGHT ... dd 1.50 –2.18 ...
27.77 10.85 NeoGames NGMS ... dd 25.44 –0.12 ... 11.14 4.74 Potbelly PBPB ... 19 8.30 –0.05 ...
4.85 2.26 OpticalCable OCC ... 5 2.60 +0.08 ... 32.50 24.80 ReynoldsCnsmr REYN 3.7 22 24.97 –0.68 .23 17.99 4.55 SilenceTherap SLN ... dd 7.12 –0.01 ...
24.10 12.69 Neogen NEOG ... dd 15.32 +0.27 ... 54.44 41.92 PotlatchDelt PCH 4.2 36 42.54 –0.91 .45
3.63 0.90 Optinose OPTN ... dd 1.22 +0.17 ... 34.99 15.50 RhythmPharm RYTM ... dd 22.00 ... ... 50.00 13.75 Silicom SILC ... 7 15.00 –7.77 ...
21.74 6.38 NerdWallet NRDS ... dd 9.34 +2.11 ... 91.29 22.93 PowellIndustries POWL 1.4 24 74.12 +0.04.2625
35.74 24.23 OptionCare OPCH ... 19 26.63 –5.63 ... 4.84 1.78 RibbonComms RBBN ... dd 2.08 +0.14 ... 194.68 94.17 SiliconLabs SLAB ... 45 94.91 –8.15 ...
80.53 58.08 NetApp NTAP 2.8 13 71.81 –2.48 .50 11.24 9.91 Pwr&Digital II A XPDB ... cc 10.68 +0.01 ...
7.82 4.06 OraSureTechs OSUR ... 9 5.16 –0.19 ... 27.24 10.25 RichardsonElec RELL 2.1 10 11.20 +0.43 .06 95.33 49.50 SiliconMotion SIMO ... 20 52.64 –2.42 ...
110.82 53.86 NetEase NTES 1.6 19 106.78 +6.16 .525 99.60 59.16 PowerIntegrations POWI 1.1 45 70.00 –0.61 .19
23.39 4.26 OrchestraBioMed OBIO ... dd 4.61 –0.50 ... 2.04 0.67 RigelPharm RIGL ... dd .73 –0.14 ... 58.04 6.08 SilkRoadMed SILK ... dd 6.73 –0.04 ...
485.00 252.09 Netflix NFLX ... 40 397.87 –3.09 ... 3.49 1.81 PowerFleet PWFL ... dd 1.84 –0.21 ...
5.08 0.97 OrganiGram OGI ... dd 1.00 –0.07 ... 5.83 2.01 RiminiStreet RMNI ... 44 2.05 +0.01 ... 10.50 7.52 SilverSpikeInvt SSIC 9.8 ... 9.38 +0.17 .40
21.79 10.40 Netgear NTGR ... dd 12.86 +1.89 ... 11.70 10.07 PowerUpAcqn PWUP ... 47 10.86 –0.78 ...
9.79 2.36 OricPharm ORIC ... dd 6.28 +0.62 ... 8.00 4.17 RiverviewBncp RVSB 4.3 9 5.52 –0.07 .06 23.20 14.94 SilvercrestAsset SAMG 4.6 14 16.68 +0.68 .19
5.25 0.79 PraxisPrecision PRAX ... dd 1.00 –0.20 ...
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

38.02 21.15 NetScout NTCT ... 26 22.16 –0.23 ... 23.19 10.54 OrthofixMed OFIX ... dd 10.74 –0.25 ... 36.45 11.68 Rivian RIVN ... dd 16.01 –0.71 ... 24.85 13.36 SimmonsFirstNat SFNC 5.6 8 14.21 –1.26 .20
17.74 9.35 NeumoraTherap NMRA ... ... 11.67 +1.19 ... 2.29 0.81 Precigen PGEN ... dd 1.01 –0.05 ...
53.50 23.10 OrthoPediatrics KIDS ... cc 23.40 –2.25 ... 17.00 3.69 Roadzen RDZN ... 85 4.62 +0.35 ... 52.69 32.58 SimulationsPlus SLP .7 69 33.96 –5.34 .06
129.29 89.04 Neurocrine NBIX ... 61 106.07 –4.37 ... 77.75 42.42 PreferredBankLA PFBC 3.7 6 60.13 +0.04 .55 22.41 9.39 Sinclair SBGI 10.0 4 10.05 –0.27 .25
92.74 52.60 OtterTail OTTR 2.5 11 70.38 +0.08.4375 13.23 7.57 Robinhood HOOD ... dd 8.90 –0.23 ...
6.95 1.03 Neuronetics STIM ... dd 1.05 –0.04 ... 184.82 78.53 PreformedLine PLPC .6 9 132.38 –6.21 .20 3.00 0.32 SingularGenomics OMIC ... dd .33 –0.02 ...
5.95 3.33 Outbrain OB ... dd 4.30 –0.32 ... 24.65 14.86 RocketPharm RCKT ... dd 17.75 +0.59 ...
9.73 1.22 NeuroPace NPCE ... dd 6.26 –0.62 ... 8.66 1.79 PreludeTherap PRLD ... dd 1.81 –0.58 ... 7.95 3.32 SiriusXM SIRI 2.6 14 4.12 –0.35.0266
30.55 3.04 OutsetMedical OM ... dd 3.19 –0.48 ... 33.09 12.26 RockyBrands RCKY 4.8 11 13.01 –0.58 .155
60.33 25.06 NewFortressEner NFE 1.3 16 30.71 –2.06 .10 30.80 13.60 PremierFinl PFC 7.3 5 17.05 +0.37 .31 142.88 76.61 SiTime SITM ... dd 98.95 –8.26 ...
39.27 13.71 Overstock OSTK ... dd 13.93 –1.61 ... 6.98 3.99 RockyMtnChoc RMCF ... dd 4.00 –0.04 ...
13.20 11.27 NewMtnFin NMFC10.4 13 12.25 –0.29 .04 35.57 18.96 Premier PINC 4.4 13 19.01 –0.71 .21 11.00 10.11 SizzleAcqn SZZL ... dd 10.87 ... ...
4.14 1.41 OvidTherap OVID ... dd 3.27 –0.20 ... 13.24 4.71 RoivantSciences ROIV ... dd 8.38 –1.28 ...
11.67 9.99 NewProvidenceII A NPAB ... 63 10.63 –0.16 ... 3.61 0.36 Prenetics PRE ... dd .37 –0.06 ... 29.59 17.50 SkywardSpecIns SKWD ... 24 28.02 +0.26 ...
6.27 4.41 OxfordLane OXLC21.5 dd 4.46 –0.43 .08 98.44 38.26 Roku ROKU ... dd 56.35 –3.45 ...
12.96 7.40 NY Mortgage NYMT15.8 dd 7.58 –0.23 .30 5.74 1.22 PrestoAutomation PRST ... dd 1.34 –0.21 ... 46.07 14.76 SkyWest SKYW ... dd 42.27 +5.03 ...
3.70 2.60 OxfordSquare OXSQ14.6 dd 2.88 –0.05 .035 14.80 3.31 Root ROOT ... dd 8.64 –0.58 ...
32.88 5.63 NewAmstPharma NAMS ... ... 6.70 –0.35 ... 82.63 60.01 PriceSmart PSMT 1.3 19 72.17 +0.38 .46 123.69 80.08 Skyworks SWKS 3.1 14 88.23 –3.96 .68
PQ 508.90 388.66 RoperTech ROP .6 40 475.57 –6.55.6825
16.76 6.52 NewellBrands NWL 4.2 dd 6.66 –0.31 .07 21.73 5.54 PrimeMedicine PRME ... dd 5.59 –1.55 ... 41.61 16.32 SleepNumber SNBR ... 32 16.56 –5.15 ...
122.70 90.31 RossStores ROST 1.2 24 112.79 –2.87 .335
9.36 5.07 Newmark NMRK 2.2 29 5.44 +0.16 .03 31.36 15.66 PAM Transport PTSI ... 9 15.94 –1.76 ... 13.05 7.01 PrimisFinl FRST 4.8 13 8.30 +0.64 .10 2.65 1.44 SmartSand SND ... 10 2.02 –0.14 ...
11.42 10.21 RothCHAcqnA USCT ... 27 10.89 +0.03 ...
22.32 15.00 NewsCorp A NWSA 1.0 79 20.22 –0.99 .10 12.80 4.90 P&FIndustries PFIN 1.6 dd 12.72 –0.01 .05 37.60 23.49 PrincetonBncp BPRN 4.2 7 28.70 –0.69 .30 1.51 0.61 SmartShareGlbl EM ... dd .70 +0.06 ...
7.12 3.38 Rover ROVR ... dd 6.50 –0.24 ...
23.17 15.15 NewsCorp B NWS 1.0 81 20.95 –1.01 .10 20.15 12.86 PCB Bancorp PCB 4.7 7 15.22 +0.14 .18 96.17 65.17 PrincipalFinl PFG 3.8 11 67.67 –0.40 .65
147.82 86.75 RoyalGold RGLD 1.4 31 106.57 –3.64 .375 14.86 8.21 Smith&Wesson SWBI 3.4 18 14.24 +0.27 .12
20.83 10.75 NewtekOne NEWT 8.4 ... 14.70 +1.30 .18 56.68 37.76 PCConnection CNXN .6 18 52.50 –0.36 .08 34.02 20.64 PriviaHealth PRVA ... 80 21.83 –1.03 ... 12.39 7.02 SnapOne SNPO ... dd 7.25 –1.29 ...
44.47 25.92 RoyaltyPharma RPRX 3.1 46 26.21 –1.43 .20
217.76 132.30 NexstarMedia NXST 4.0 7 135.50 –4.97 1.35 6.89 3.78 PCTEL PCTI 3.2 20 6.84 –0.01 .055 7.75 1.95 Procaps PROC ... 4 2.79 +0.58 ... 3.07 0.50 SoYoungIntl SY ... 40 .93 +0.03 ...
46.30 31.67 RushEnt A RUSHA 1.9 6 35.33 –3.69 .17
2.24 0.85 Next.e.GO EGOX ... dd .92 –0.49 ... 112.77 49.60 PDD PDD ... 27 108.28 +5.50 ... 27.00 8.60 ProFrac ACDC ... 6 9.41 –0.05 ... 10.58 9.82 SocialLvgI A SLAC ... dd 10.19 ... ...
50.05 33.07 RushEnt B RUSHB 1.7 7 40.07 –4.82 .17
2.66 0.98 NextCure NXTC ... dd 1.07 –0.23 ... 48.02 22.34 PDF Solutions PDFS ... cc 27.29 –1.37 ... 62.34 48.01 ProgressSoftware PRGS 1.4 29 50.54 –0.20 .175 11.70 4.24 SoFiTech SOFI ... dd 6.87 –0.50 ...
33.77 10.29 RxSight RXST ... dd 21.29 –3.35 ...
23.90 15.23 NextGenHlthcr NXGN ... dd 23.86 +0.03 ... 39.35 18.41 PENN Entmt PENN ... 4 18.41 –2.02 ... 45.98 28.03 Progyny PGNY ... 62 30.49 –1.18 ... 17.25 8.00 Sohu.com SOHU ... dd 8.01 –0.12 ...
112.75 65.82 Ryanair RYAAY ... 11 89.17 –0.24 ...
46.55 28.24 Nextracker NXT ... 21 34.63 +0.55 ... 4.43 0.58 PLBY Group PLBY ... dd .60 –0.01 ... 10.90 9.85 ProjectEnReimag PEGR ... 48 10.48 +0.03 ... 5.71 1.27 SolGelTech SLGL ... dd 1.33 –0.19 ...
13.02 1.18 PMV Pharm PMVP ... dd 1.23 –0.26 ... 11.30 0.60 ProSomnus OSA ... dd .66 –0.18 ... S
8.57 4.37 NicholasFin NICK ... dd 4.51 –0.06 ... 345.80 72.37 SolarEdgeTech SEDG ... 15 76.99 –5.91 ...
3.97 0.52 Nikola NKLA ... dd 1.03 +0.01 ... 43.34 12.44 PRA Group PRAA ... dd 12.58 –2.45 ... 7.83 5.06 ProspectCapital PSEC14.0 dd 5.13 –0.68 .06 38.43 24.51 S&T Bancorp STBA 5.0 7 25.50 –0.43 .32 8.20 1.85 SolidBiosci SLDB ... dd 1.89 –0.21 ...
6.20 1.49 9F JFU ... dd 3.00 +0.19 ... 47.75 25.29 ProceptBio PRCT ... dd 26.09 –1.57 ... 30.10 7.24 ProtagonistTherap PTGX ... dd 14.08 –0.34 ... 312.34 185.23 SBA Comm SBAC 1.7 44 204.01 +12.13 .85 6.05 1.31 SolidPower SLDP ... dd 1.32 –0.12 ...
17.34 4.98 908Devices MASS ... dd 5.14 –0.48 ... 152.09 113.89 PTC PTC ... 53 136.06 –1.69 ... 4.18 1.18 ProtaraTherap TARA ... dd 1.21 –0.21 ... 3.87 1.15 SCYNEXIS SCYX ... 2 1.70 –0.16 ... 3.79 1.73 SomaLogic SLGC ... dd 1.98 –0.27 ...
10.17 10.08 99Acqn NNAG ... ... 10.13 ... ... 59.84 18.03 PTC Therap PTCT ... dd 18.51 –4.70 ... 79.65 28.51 Prothena PRTA ... dd 35.75 –8.04 ... 64.69 52.01 SEI Investments SEIC 1.6 16 53.26 –1.74 .43 48.20 5.40 Sonder SOND ... dd 7.21 +0.04 ...
6.19 1.94 NiuTech NIU ... dd 1.97 –0.05 ... 90.05 62.57 Paccar PCAR 1.3 11 83.29 +1.71 .27 14.98 11.61 ProvidentFin PROV 4.6 11 12.25 –0.25 .14 29.51 11.14 SI-BONE SIBN ... dd 16.83 –0.25 ... 21.98 9.78 Sonos SONO ... dd 9.86 –1.33 ...
13.12 1.28 Nkarta NKTX ... dd 2.05 –0.15 ... 14.55 6.70 PacBiosciCA PACB ... dd 7.11 –0.28 ... 20.08 11.21 PubMatic PUBM ... cc 11.26 –0.43 ... 10.21 4.22 SIGA Tech SIGA .0 13 4.98 –0.18 .45 5.77 1.69 SophiaGenetics SOPH ... dd 3.63 +0.59 ...
12.88 2.86 NKGenBiotech NKGN ... dd 3.53 +0.54 ... 37.50 17.53 PacificPremBncp PPBI 7.0 8 18.97 –1.57 .33 14.28 4.07 Pulmonx LUNG ... dd 8.22 –0.25 ... 10.88 10.02 SKGrowthOppsA SKGR ... 44 10.76 +0.01 ... 19.40 5.78 SoteraHealth SHC ... dd 12.51 –0.66 ...
15.91 8.13 nLIGHT LASR ... dd 8.27 –0.72 ... 53.32 26.59 PaciraBioSci PCRX ... dd 27.57 –0.94 ... 5.16 2.08 PumaBiotech PBYI ... dd 2.40 +0.10 ... 17.93 10.81 SLM SLM 3.4 10 12.81 –0.33 .11 2.50 1.43 SotherlyHotels SOHO ... 5 1.48 –0.03 ...
11.42 0.35 noco-noco NCNC ... 6 .36 –0.05 ... 12.46 6.85 PactivEvergreen PTVE 4.9 dd 8.15 +0.07 .10 38.90 19.40 PureTechHealth PRTC ... dd 19.40 –0.60 ... 16.09 13.08 SLR Invt SLRC11.6 13 14.16 –0.40.1367 5.11 0.93 SoundHoundAI SOUN ... dd 1.57 –0.14 ...
19.65 0.30 Nogin NOGN ... dd .33 –0.02 ... 30.07 2.48 PacWestBancorp PACW .6 dd 6.76 –0.59 .01 6.76 0.96 PurpleInnovation PRPL ... dd .96 –0.32 ... 29.99 12.66 SMART Global SGH ... ... 13.68 +0.19 ... 31.96 18.75 SouthPlainsFin SPFI 2.0 7 26.05 +0.88 .13
6.55 2.09 Noodles NDLS ... dd 2.17 –0.11 ... 265.90 132.22 PaloAltoNtwks PANW ... cc 238.79 –4.31 ... 9.63 4.44 Puyi PUYI ... dd 5.99 +0.39 ... 104.72 1.20 SMXSecurityMatters SMX ... ... 1.78 –0.22 ... 91.56 59.51 SouthState SSB 3.2 9 65.70 +0.14 .52
253.40 202.57 Nordson NDSN 1.3 24 212.13 –3.19 .68 90.08 43.64 Palomar PLMR ... 22 49.36 +0.01 ... 6.92 1.10 PyxisOncology PYXS ... dd 1.57 –0.07 ... 1.86 0.62 SPI Energy SPI ... dd .63 –0.05 ... 49.96 20.75 SouthernFirstBcsh SFST ... 15 26.49 –0.55 ...
49.18 33.15 NortheastBank NBN .1 7 47.55 +4.00 .01 97.78 61.79 PapaJohn's PZZA 2.8 31 65.20 +0.12 .46 54.54 35.14 QCR Holdings QCRH .5 7 47.61 –0.13 .06 52.40 31.52 SP Plus SP ... 25 49.70 –0.48 ... 54.11 30.28 SoMO Bancorp SMBC 2.1 10 40.09 +0.79 .21
14.18 10.10 NorthernTechsIntl NTIC 2.3 33 12.31 –0.26 .07 11.63 9.35 PapayaGrowthI A PPYA ... 31 10.71 +0.02 ... 25.49 9.57 QifuTechnology QFIN 5.2 4 15.08 +1.17 .50 196.39 116.58 SPS Commerce SPSC ... 92 154.22 –5.48 ... 31.00 19.61 SouthernStBcsh SSBK 1.6 6 22.80 +0.55 .09
100.25 62.44 NorthernTrust NTRS 4.7 12 63.54 –0.74 .75 29.51 13.45 ParamountA PARAA 1.5 dd 13.45 –1.02 .05 2.14 0.54 QilianIntl QLI .0 14 .59 –0.14 .05 64.52 46.61 SS&C Tech SSNC 2.0 20 48.71 –1.37 .24 40.38 25.38 SouthsideBcshs SBSI 5.1 9 27.27 –0.29 .35
16.13 8.39 NorthfieldBanc NFBK 6.2 9 8.44 –0.31 .13 25.93 10.63 ParamountB PARA 1.9 dd 10.70 –0.80 .05 114.59 79.75 Qorvo QRVO ... dd 86.47 –3.53 ... 17.74 12.44 SSR Mining SSRM 2.0 17 14.14 ... .07 22.73 12.74 SovosBrands SOVO ... dd 21.72 –0.74 ...
56.77 33.29 NorthrimBanCorp NRIM 5.8 8 39.75 +0.56 .60 24.60 10.90 Park-Ohio PKOH 2.3 dd 22.05 –1.41 .125 139.94 101.47 Qualcomm QCOM 3.0 14 106.46 –2.17 .80 19.99 15.26 SWK Holdings SWKH ... 11 16.00 +0.15 ... 37.75 20.57 SpartanNash SPTN 3.8 27 22.61 –0.39 .215
10.85 9.95 NorthViewAcqn NVAC ... 43 10.81 ... ... 1.92 0.61 PassageBio PASG ... dd .64 –0.02 ... 165.03 101.10 Qualys QLYS ... 48 152.21 –3.58 ... 14.72 10.08 SabraHealthcare SBRA 8.9 dd 13.41 –0.63 .30 15.40 1.29 Spectaire SPEC ... dd 2.34 –2.63 ...
0.20 0.06 NorthViewRt NVACR ... ... .11 ... ... 60.49 39.29 PathwardFinl CASH .4 8 45.49 +1.64 .05 28.99 1.96 QuantaSing QSG ... dd 2.42 –0.31 ... 7.92 2.99 Sabre SABR ... dd 3.40 –0.35 ... 2.15 0.99 SperoTherap SPRO ... dd 1.02 –0.05 ...
15.35 9.80 NorthwestBcshs NWBI 7.7 9 10.42 +0.61 .20 17.46 12.83 PatriaInvts PAX 7.3 21 13.07 –0.19 .251 28.77 8.79 Quanterix QTRX ... dd 20.50 +0.96 ... 92.61 65.78 SafetyInsurance SAFT 4.8 31 74.62 +1.73 .90 148.50 69.15 Splunk SPLK ... dd 147.14 –0.39 ...
40.60 25.58 NorthwestPipe NWPX ... 10 27.41 +0.19 ... 11.97 10.20 PatriaLatAm PLAO ... 33 11.01 –0.01 ... 2.00 0.44 Quantum QMCO ... dd .46 –0.05 ... 29.18 18.89 SagaComm SGA 5.2 14 19.15 –0.85 .25 16.22 7.53 SpokHoldings SPOK 8.3 8 15.15 +0.88.3125
61.24 45.97 NorthWesternEner NWE 5.5 16 46.55 –0.54 .64 87.36 44.08 PatrickIndustries PATK 2.5 11 71.74 –1.99 .45 3.90 1.13 Quantum-Si QSI ... dd 1.15 –0.12 ... 11.72 10.03 SagaliamAcqnA SAGA ... dd 11.06 –0.02 ... 15.57 8.27 Sportradar SRAD ... dd 8.75 –0.01 ...
34.75 23.00 NorwoodFin NWFL 4.6 9 25.00 –0.59 .29 12.00 6.20 PatriotNatBncp PNBK ... 7 6.20 –0.52 ... 5.40 1.07 Quhuo QH ... 26 1.35 +0.04 ... 0.28 0.05 SagaliamAcqnRt SAGAR ... ... .11 –0.04 ... 10.62 2.98 SportsmansWrhs SPWH ... 42 5.03 –0.14 ...
131.51 73.02 Nova NVMI ... 21 90.85 –5.58 ... 9.80 6.95 PatriotTransport PATI ... 11 7.69 –0.38 ... 102.00 60.79 QuidelOrtho QDEL ... 91 60.98 –6.20 ... 59.99 16.52 SageTherap SAGE ... dd 17.72 –0.68 ... 13.45 10.00 SportsMapTech SMAP ... dd 10.75 +0.03 ...
187.61 126.83 Novanta NOVT ... 61 129.60 –5.76 ... 34.53 25.15 Patterson PDCO 3.4 14 30.24 +0.04 .26 1.93 0.54 QuinceTherap QNCX ... dd .97 –0.02 ... 18.33 3.64 Sagimet SGMT ... ... 3.71 –1.23 ... 10.79 10.00 SpringValleyII A SVII ... 51 10.74 ... ...
25.66 5.61 Novavax NVAX ... dd 6.35 –0.08 ... 19.81 9.70 PattersonUTIEn PTEN 2.5 8 13.01 –0.67 .08 18.18 6.79 QuinStreet QNST ... dd 10.02 –0.38 ... 443.85 185.00 Saia SAIA ... 27 344.26 –38.83 ... 0.29 0.10 SpringValleyII Rt SVIIR ... ... .14 ... ...
120.03 12.37 Novocure NVCR ... dd 12.64 –1.92 ... 129.70 104.09 Paychex PAYX 3.2 25 109.57 –6.43 .89 13.56 3.69 QurateRetailB QRTEB ... dd 7.62 –0.29 ... 2.26 0.54 SalemMedia SALM ... dd .68 +0.03 ... 34.16 20.96 SpringWorks SWTX ... dd 21.61 –0.37 ...
 50 BARRON’S October 30, 2023

D ATA NASDAQ ISSUES FOREIGN MARKETS

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
44.43 28.25 SproutsFarmers SFM ... 18 43.46 +1.07 ... 33.42 21.22 TowneBank TOWN 4.3 10 23.47 +1.44 .25 10.99 2.17 Veritone VERI ... dd 2.34 –0.09 ... 7.12 3.04 WaveLifeSci WVE ... dd 5.32 –0.19 ... 160.07 58.44 WorldAcceptance WRLD ... 10 97.48 –13.91 ...
3.57 0.95 SpruceBio SPRB ... dd 1.04 –0.14 ... 251.17 185.00 TractorSupply TSCO 2.2 18 187.81 –7.46 1.03 26.44 11.56 VeronaPharma VRNA ... dd 13.24 +0.38 ... 234.69 150.69 WD-40 WDFC 1.6 44 210.39 +6.97 .83 117.86 55.23 WynnResorts WYNN 1.1 dd 87.28 –0.32 .25
81.81 37.01 StaarSurgical STAA ... 77 38.55 –3.17 ... 91.85 39.43 TradeDesk TTD ... cc 66.86 –7.20 ... 8.70 2.02 VerricaPharm VRCA ... dd 3.37 –0.16 ... 51.77 29.59 WSFS Financial WSFS 1.8 7 33.96 –0.39 .15 XYZ
9.23 3.92 Stagwell STGW ... dd 4.24 +0.05 ... 90.12 53.82 Tradeweb TW .4 51 87.71 +6.32 .09 9.02 6.37 VersaBank VBNK 1.0 7 7.38 –0.04.0188 13.31 3.28 WW Intl WW ... dd 7.98 –1.98 ...
3.16 0.92 StdBioTools LAB ... dd 1.82 –0.22 ... 0.44 0.09 TrailblazerI Rt TBMCR ... ... .18 +0.05 ... 24.72 11.92 Vertex VERX ... dd 22.76 –0.14 ... 39.17 23.36 WaFd WAFD 4.1 6 24.17 –0.32 .25 10.39 1.40 XIAO-I AIXI ... ... 1.56 –0.09 ...
25.03 16.57 StarBulkCarriers SBLK13.8 7 18.48 –0.85 .40 10.37 10.08 TrailblazerI A TBMC ... cc 10.36 ... ... 375.93 282.21 VertexPharm VRTX ... 27 355.28 –6.58 ... 3.71 1.58 Wag! PET ... dd 1.72 –0.03 ... 26.00 13.48 XOMA XOMA ... dd 17.56 +0.51 ...
1.59 0.65 StarEquity STRR ... 1 .91 +0.02 ... 9.44 3.91 TransActTechs TACT ... 13 6.01 –0.05 ... 40.88 8.52 VerveTherap VERV ... dd 8.84 –0.44 ... 42.29 20.48 WalgreensBoots WBA 9.1 dd 21.14 –0.12 .48 27.71 10.30 XP XP 11.5 17 20.29 –0.85 .58
20.79 10.76 Star STHO ... dd 10.80 –0.48 ... 115.41 65.60 Transcat TRNS ... 67 91.51 –2.14 ... 38.10 5.22 ViaRenewables VIA 62.0 dd 5.85 –0.05.9063 11.90 6.87 WalkMe WKME ... dd 8.87 –0.08 ... 6.69 3.00 XBiotech XBIT ... dd 4.00 +0.23 ...
115.48 82.97 Starbucks SBUX 2.5 28 92.02 –2.17 .57 99.63 37.63 TransMedics TMDX ... dd 37.97 –3.40 ... 7.21 3.15 ViantTech DSP ... dd 5.03 –0.12 ... 16.34 8.82 WarnerBrosA WBD ... dd 9.55 –0.78 ... 72.99 53.73 XcelEnergy XEL 3.6 18 58.31 +0.21 .52
5.90 2.51 StealthGas GASS ... 5 5.74 +0.56 ... 10.86 4.10 Travelzoo TZOO ... 9 6.89 +1.67 ... 47.35 15.02 ViaSat VSAT ... dd 18.11 –2.99 ... 38.76 23.62 WarnerMusic WMG 2.2 38 30.83 –0.75 .17 38.20 16.72 Xencor XNCR ... dd 16.75 –1.44 ...
136.46 90.55 SteelDynamics STLD 1.6 7 104.11 +5.16 .425 23.28 6.66 TravereTherap TVTX ... dd 6.80 –0.43 ... 12.40 8.74 Viatris VTRS 5.5 6 8.77 –0.53 .12 50.93 21.69 WashTrBcp WASH10.3 7 21.78 –2.80 .56 43.75 30.46 XenonPharm XENE ... dd 30.87 –2.37 ...
32.39 19.83 StepStone STEP 3.0 cc 28.01 –0.22 .21 27.97 9.23 TreaceMed TMCI ... dd 9.50 –0.41 ... 15.32 7.26 ViaviSolutions VIAV ... 68 7.46 –0.10 ... 17.70 9.62 WaterstoneFinl WSBF 5.8 21 10.29 +0.34 .15 3.07 0.97 XerisBiopharma XERS ... dd 1.61 –0.13 ...
56.12 39.11 Stericycle SRCL ... cc 39.18 –1.52 ... 8.99 3.16 TremorIntl TRMR ... dd 3.22 –0.15 ... 98.38 36.37 Vicor VICR ... 34 40.58 –11.20 ... 98.97 38.61 WeatherfordIntl WFRD ... 20 93.39 +0.42 ... 18.00 12.06 Xerox XRX 8.2 12 12.19 –1.55 .25
20.14 10.58 SterlingCheck STER ... cc 11.18 –1.09 ... 3.50 1.62 TreviTherap TRVI ... dd 1.73 –0.06 ... 34.97 26.14 VictoryCapital VCTR 4.1 9 29.31 +0.12 .32 25.57 10.68 Weibo WB .0 9 12.04 +0.53 .85 4.92 1.66 XilioTherap XLO ... dd 2.07 +0.13 ...
84.00 26.73 SterlingInfr STRL ... 21 70.88 +0.85 ... 58.62 28.66 TriCoBancshares TCBK 3.7 9 32.70 +1.99 .30 95.40 3.52 View VIEW ... dd 3.71 –0.23 ... 11.68 10.00 WelsbachTech WTMA ... dd 10.75 –0.03 ... 63.90 12.45 Xometry XMTR ... dd 14.07 –1.80 ...
37.85 28.48 StevenMadden SHOO 2.6 15 31.73 –1.50 .21 31.89 21.41 TriMas TRS .7 19 23.71 +0.24 .04 16.65 4.68 VigilNeurosci VIGL ... dd 8.49 +1.08 ... 0.27 0.04 WelsbachTechRt WTMAR ... ... .10 ... ... 2.23 0.85 Xunlei XNET ... 6 1.47 –0.06 ...
6.03 2.63 StitchFix SFIX ... dd 3.27 –0.12 ... 62.40 45.43 Trimble TRMB ... 33 46.08 –2.71 ... 25.72 3.54 VikingTherap VKTX ... dd 9.24 –0.79 ... 23.90 18.19 Wendy's WEN 5.3 21 19.03 –0.12 .25 10.95 2.70 Y-mAbsTherap YMAB ... dd 5.37 +0.11 ...
78.71 36.93 StockYardsBncp SYBT 3.1 10 38.64 –0.44 .30 1.41 0.42 TrinityBiotech TRIB ... dd .45 –0.03 ... 24.86 20.25 VillageSuper A VLGEA 4.2 7 24.04 –0.16 .25 4.57 1.39 WerewolfTherap HOWL ... dd 2.46 +0.42 ... 47.23 35.25 YorkWater YORW 2.3 24 35.81 +0.18.2027
16.48 3.35 StokeTherap STOK ... dd 3.37 –0.36 ... 15.37 10.23 TrinityCapital TRIN14.2 19 13.41 –0.24 .05 5.19 3.02 Vimeo VMEO ... dd 3.03 –0.08 ... 50.31 35.84 WernerEnterprises WERN 1.5 13 36.36 –1.45 .14 0.30 0.04 YottaAcqnRt YOTAR ... ... .09 –0.01 ...
14.83 8.09 StoneCo STNE ... 20 9.60 –0.35 ... 43.59 21.90 Trip.com TCOM ... 26 35.32 +3.23 ... 11.83 7.70 VinciPartners VINP 7.5 14 9.70 –0.19 .20 41.37 19.84 WesBanco WSBC 5.8 9 23.96 +0.29 .35 10.20 0.56 Yunji YJ ... dd .80 –0.09 ...
106.35 74.43 StoneX SNEX ... 8 92.07 +4.31 ... 27.30 14.29 Tripadvisor TRIP ... dd 14.31 –0.61 ... 93.00 4.59 VinFastAuto VFS ... dd 5.32 –0.06 ... 25.80 15.04 WestBancorp WTBA 6.2 9 16.10 +0.69 .25 49.81 22.11 ZaiLab ZLAB ... dd 23.50 –0.41 ...
21.72 10.02 Stratasys SSYS ... dd 10.25 –1.33 ... 16.24 4.55 TriSalusLifeSci TLSI ... dd 4.60 –0.25 ... 3.99 0.47 VintageWineEstates VWE ... dd .58 +0.02 ... 63.86 35.52 WestamericaBncp WABC 3.8 8 46.25 +0.58 .44 10.91 0.23 ZappEV ZAPP ... dd .23 –0.10 ...
98.22 64.53 StrategicEd STRA 3.0 52 80.23 –0.37 .60 2.20 0.22 TritiumDCFC DCFC ... dd .22 –0.07 ... 1.60 0.71 ViomiTech VIOT ... dd .92 +0.01 ... 47.14 29.73 WesternDigital WDC ... dd 38.97 –3.89 ... 351.74 196.13 ZebraTech ZBRA ... 17 207.18 +2.63 ...
31.04 16.06 Strattec STRT ... dd 23.00 –0.01 ... 72.62 45.08 TriumphFinl TFIN ... 31 59.71 –0.58 ... 31.55 7.74 VirBiotech VIR ... dd 7.76 –0.69 ... 10.25 5.58 WestNewEngBncp WNEB 3.9 7 7.12 +0.19 .07 31.46 15.55 ZentalisPharm ZNTL ... dd 16.20 –1.75 ...
30.57 18.51 StratusProp STRS ... dd 25.00 –1.67 ... 2.03 0.93 trivago TRVG .0 dd 1.07 +0.05.5628 4.53 0.55 ViractaTherap VIRX ... dd .66 –0.08 ... 13.40 4.90 WestportFuelSys WPRT ... dd 4.95 –0.44 ... 6.36 0.63 ZeroFox ZFOX ... dd .66 –0.02 ...
12.50 3.58 StrongholdDig SDIG ... dd 4.19 –0.01 ... 3.49 1.45 TrueCar TRUE ... dd 1.78 –0.15 ... 8.24 3.54 VircoMfg VIRC ... 4 6.04 –0.93 ... 14.71 8.02 WestrockCoffee WEST ... dd 8.47 –0.09 ... 6.44 4.05 ZevraTherapeutics ZVRA ... dd 4.34 +0.13 ...
70.70 20.80 StructureTherap GPCR ... dd 68.17 +0.65 ... 69.15 18.45 Trupanion TRUP ... dd 20.69 –2.02 ... 23.38 16.26 VirtuFinancial VIRT 5.2 13 18.29 +0.07 .24 28.95 20.30 WeycoGroup WEYS 3.6 8 27.73 +0.34 .25 94.59 58.08 ZiffDavis ZD ... 31 58.30 –4.04 ...
29.73 17.06 SummitFin SMMF 4.2 5 21.00 –0.98 .22 39.36 23.78 TrustcoBank TRST 5.7 7 25.29 –0.89 .36 248.23 160.26 VirtusInvtPtrs VRTS 4.4 10 174.02 +3.08 1.90 25.38 12.77 Willdan WLDN ... cc 17.18 –1.42 ... 55.68 28.06 Zillow A ZG ... dd 37.73 –0.08 ...
18.67 11.80 SummitStateBk SSBI 4.0 6 12.10 –2.51 .12 38.47 18.96 Trustmark TRMK 4.7 13 19.47 –1.23 .23 11.85 10.12 VisionSensingA VSAC ... cc 11.02 –0.03 ... 65.19 37.01 WillisLease WLFC ... 8 42.12 +1.97 ... 57.19 28.07 Zillow C Z ... dd 38.60 –0.36 ...
5.78 0.66 SummitTherap SMMT ... dd 1.81 –0.04 ... 6.03 1.45 TScanTherap TCRX ... dd 3.40 +0.25 ... 171.66 119.05 Visteon VC ... 22 119.35 –7.39 ... 258.93 195.29 WillisTowers WTW 1.5 24 228.92 +23.07 .84 15.50 5.05 ZimVie ZIMV ... dd 7.02 –0.57 ...
23.80 12.57 SunCountryAir SNCY ... 10 12.89 –1.21 ... 2.90 0.62 Tuniu TOUR ... dd .82 –0.07 ... 33.29 7.39 VitaCoco COCO ... 49 24.36 –0.15 ... 1.85 0.56 WiMiHologram WIMI ... dd .60 –0.01 ... 56.10 18.26 ZionsBancorp ZION 5.6 5 29.45 –0.51 .41
11.67 2.79 SunOpta STKL ... dd 4.13 +0.33 ... 13.20 1.83 TurnstoneBiologics TSBX ... ... 1.99 –0.56 ... 18.18 10.00 VitalFarms VITL ... 29 10.73 +0.16 ... 223.77 129.46 Wingstop WING .5 85 178.06 –1.27 .22 89.67 58.87 ZoomVideo ZM ... cc 59.29 –2.42 ...
24.97 3.82 SunPower SPWR ... 14 4.02 –1.07 ... 13.26 6.17 TurtleBeach HEAR ... dd 8.02 –0.18 ... 23.99 11.65 Vitru VTRU ... 12 12.64 –1.51 ... 419.42 232.27 Winmark WINA .8 36 405.30 –2.829.40 45.90 15.14 ZoomInfoTech ZI ... 50 15.34 –1.65 ...
33.33 8.43 SunRun RUN ... 24 8.84 –1.01 ... 6.33 0.75 TuSimple TSP ... dd 1.03 +0.01 ... 9.89 5.59 VividSeats SEAT ... 13 5.70 –0.28 ... 97.81 57.48 WintrustFinl WTFC 2.2 7 72.91 –1.23 .40 177.69 84.93 Zscaler ZS ... dd 154.37 –7.82 ...
357.00 66.62 SuperMicroComp SMCI ... 21 241.40 –7.18 ... 3.50 0.61 23andMe ME ... dd .77 –0.05 ... 12.65 8.93 Vodafone VOD 10.3 2 9.21 –0.05.4707 8.00 1.35 WISeKey WKEY ... dd 1.59 +0.17 ... 28.97 13.19 Zumiez ZUMZ ... dd 16.00 –1.01 ...
12.58 7.14 SuperiorGroup SGC 7.1 dd 7.90 –0.06 .14 14.70 8.60 TwinDisc TWIN ... 18 13.50 –0.09 ... 7.57 1.89 VorBiopharma VOR ... dd 2.10 –0.16 ... 102.82 66.18 Wix.com WIX ... dd 78.24 –4.92 ... 10.80 5.76 Zymeworks ZYME ... 2 6.65 –0.54 ...
42.09 21.99 SupernusPharm SUPN ... 33 23.56 –0.75 ... 40.50 11.46 TwistBiosci TWST ... dd 15.11 –1.64 ... 14.34 4.77 VoyagerTherap VYGR ... 3 6.41 –0.43 ... 133.15 87.79 Woodward WWD .7 36 119.47 –4.64 .22 17.25 6.88 Zynex ZYXI ... 19 8.34 +1.00 ...
45.79 22.03 SurgeryPartners SGRY ... dd 22.42 –2.16 ... 17.56 2.05 2seventybio TSVT ... dd 2.15 –1.61 ... 2.82 0.73 Vroom VRM ... dd .82 –0.11 ... 252.72 128.72 Workday WDAY ... dd 206.01 –5.15 ... 25.00 0.10 ZyVersaTherap ZVSA ... dd .11 –0.02 ...
39.41 16.00 Surmodics SRDX ... dd 28.60 –0.94 ... 13.15 1.85 2U TWOU ... dd 1.93 –0.20 ...
8.72 2.54 SutroBioph STRO ... dd 2.56 –0.63 ... 19.74 6.25 TyraBiosciences TYRA ... dd 11.03 –3.02 ...
64.14 8.75 Symbotic SYM ... dd 35.35 –6.02 ... U
142.14
29.86
502.66
67.73
11.22
269.88
Synaptics
SyndaxPharm
Synopsys
SYNA ...
SNDX ...
SNPS ...
46
dd
69
82.77
12.29
457.00
–7.66 ...
+0.78 ...
–10.64 ...
107.57
92.68
66.17
50.68
UFP Inds
UMB Fin
UFPI 1.3
UMBF 2.5
10
8
94.29
62.09
–0.54 .30
+1.18 .39
Europe Asia
2.30 1.73 SyprisSolutions SYPR ... dd 1.86 –0.13 ... 5.80 2.31 UPFintech TIGR ... 29 4.60 +0.06 ... In the Drink: French liquor firm Remy Cointreau disappointed, Heavy Industry: Japan tried to talk up the yen, while
5.67 2.09 SyrosPharm SYRS ... dd 2.52 +0.31 ... 14.11 8.56 USCB Financial USCB ... 11 10.11 –0.42 ...
and Sanofi’s glum outlook sank other European drug stocks. China reported that industrial profits rose in September.
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

226.47 123.93 US Lime&Min USLM .4 17 192.11 –9.92 .20

T
6.60 0.75 uCloudlink UCL ... dd 1.58 –0.32 ...
13.18 5.59 TelaBio TELA ... dd 5.82 +0.10 ... 17.26 8.17 Udemy UDMY ... dd 8.77 –0.44 ...
15.15 10.97 TFS Finl TFSL 9.7 44 11.68 +0.61.2825
-0.98% S&P Europe BMI -0.49% S&P Pan Asia BMI
556.60 368.02 UltaBeauty ULTA ... 15 379.87 +8.02 ...
11.00 10.03 TGVentureAcqn TGVC ... dd 10.95 +0.15 ... 40.80 22.15 UltraClean UCTT ... ... 23.68 –1.08 ... Netherlands 1.19 China 2.38
11.35 10.11 TLGY Acqn A TLGY ... cc 11.02 +0.04 ... 54.98 31.52 UltragenyxPharm RARE ... dd 32.81 –0.31 ...
3.20 0.51 TMCthemetals TMC ... dd .84 –0.03 ...
Greece 0.50 Hong Kong 0.72
11.85 3.67 Ultralife ULBI ... 28 7.15 –3.09 ...
10.78 10.10 TMT Acqn TMTC ... cc 10.48 +0.03 ... 27.99 20.07 UnionBankshares UNB 5.8 9 25.02 –0.34 .36 Finland 0.25 Malaysia 0.14
1.88 0.19 TMT Acqn Rt TMTCR ... ... .27 –0.04 ... 28.26 5.59 uniQure QURE ... dd 5.63 –0.55 ...
154.38 124.92 T-MobileUS TMUS 1.9 22 140.00 +3.01 .65
-0.34 France -0.03 Japan
58.23 33.68 UnitedAirlines UAL ... 4 33.90 –1.19 ...
44.43 24.74 TPG TPG 4.4 cc 26.98 –0.10 .22 44.15 25.35 UnitedBkshrsWV UBSI 5.2 10 27.61 +1.39 .36 -0.45 Switzerland -0.71 Thailand
14.80 1.90 TPIComposites TPIC ... dd 2.16 +0.17 ... 39.50 20.37 UtdCmtyBks UCBI 4.2 10 22.02 –0.75 .23
134.64 87.43 T.RowePrice TROW 5.5 13 88.39 –7.94 1.22
-0.49 Italy -0.83 Singapore
32.54 18.41 UnitedFire UFCS 3.2 dd 19.77 –0.38 .16
54.20 20.20 TTEC TTEC 5.1 15 20.25 –1.94 .52 14.32 5.96 UnitedGuardian UG 3.2 13 6.18 –0.36 .10 -0.51 Sweden -1.00 Australia
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

17.46 11.13 TTM Tech TTMI ... 24 11.52 –0.53 ... 8.38 5.50 UnitedSecBcshrs UBFO 6.4 6 7.45 +0.26 .12
4.45 1.52 Taboola TBLA ... dd 3.48 –0.07 ...
-0.67 Norway -1.84 Indonesia
283.09 204.44 UnitedTherap UTHR ... 12 219.23 –6.20 ...
10.43 3.15 TabulaRasaHlth TRHC ... dd 10.41 +0.02 ... 8.04 2.94 Uniti UNIT14.5 dd 4.15 –0.15 .15 -1.00 Germany -2.05 Taiwan
26.11 6.52 TactileSystems TCMD ... cc 11.02 –0.15 ... 29.88 20.01 UnityBancorp UNTY 2.1 6 23.00 +0.22 .12
153.84 90.00 TakeTwoSoftware TTWO ... dd 134.43 –6.15 ... 5.72 1.46 UnityBiotech UBX ... dd 1.82 –0.04 ...
-1.14 Belgium -2.20 New Zealand
58.82 16.03 TandemDiabetes TNDM ... dd 17.99 –1.33 ... 166.57 89.52 UnivDisplay OLED 1.0 33 144.12 –12.35 .35 -1.30 Spain -2.67 India
13.03 2.47 TangoTherap TNGX ... dd 8.01 +0.47 ... 25.91 7.02 UnvlElectronics UEIC ... dd 7.54 –0.98 ...
6.20 1.75 TarenaIntl TEDU ... dd 1.75 –0.16 ... 45.00 20.85 UnivLogistics ULH 2.0 5 21.18 –2.64 .105
-1.51 U.K. -2.89 Philippines
11.84 10.10 TargetGlbl I A TGAA ... 47 10.93 ... ... 16.99 6.80 UnvlStainless USAP ... dd 14.02 +1.92 ... -1.90 Denmark -2.96 South Korea
25.25 11.33 TarsusPharm TARS ... dd 13.76 +0.65 ... 12.48 0.75 UniversePharm UPC ... dd 1.14 +0.36 ...
24.10 7.95 TaskUs TASK ... 22 8.73 –0.18 ... 29.06 16.10 UnivestFin UVSP 5.2 6 16.21 –0.69 .21 Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices
9.00 4.97 TatTechnologies TATT ... 29 7.36 –0.38 ... 36.17 19.27 Upbound UPBD 5.4 dd 25.27 –1.88 .34
3.89 0.50 TayshaGene TSHA ... dd 2.22 +0.09 ...
12.25
66.98
10.15
24.57
Tech&TelecomA
TechTarget
TETE ...
TTGT ...
85
30
11.45
25.26
+0.05 ...
–1.27 ...
9.71
72.58
15.88
2.42
11.93
6.56
UplandSoftware
Upstart
Upwork
UPLD ...
UPST ...
UPWK ...
dd
dd
dd
3.36
23.03
10.31
–0.30 ...
–1.66 ...
–0.61 ...
Key Foreign Stock Market Indexes
6.82 4.33 Ericsson ERIC 3.8 dd 4.36 –0.13.0873 Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date
37.82 22.37 UrbanOutfitters URBN ... 14 33.82 +0.54 ... Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg.
22.75 6.00 Telesat TSAT ... 2 10.15 –1.13 ... 24.13 7.08 UroGenPharma URGN ... dd 11.06 –0.83 ...
3.32 0.73 TelesisBio TBIO ... dd .74 –0.16 ... 2.56 1.32 Usio USIO ... dd 1.99 –0.10 ... Amsterdam AEX 714.25 –0.28 +25.24 +3.66 Milan FTSE All Share 29238 +0.34 +3518.37 +13.68
11.24 1.53 Telos TLS ... dd 2.35 +0.02 ... 109.50 75.00 UtahMedProducts UTMD 1.5 17 77.07 –4.15 .295 Athens General 1178.79 +0.33 +249.00 +26.78 Oslo Composite 1488.36 –0.76 +125.68 +9.22
15.15 0.10 TempoAutomation TMPO ... dd .12 –0.02 ... 5.03 3.10 UTStarcom UTSI ... dd 3.46 –0.01 ... Bangkok SET 1388.23 –0.79 –280.43 –16.81 Paris CAC 6795.38 –0.31 +321.62 +4.97
63.57 25.69 10xGenomics TXG ... dd 36.41 –3.03 ... 4.44 0.80 Uxin UXIN ... dd 1.18 –0.07 ...
49.77 33.77 Tenable TENB ... dd 41.59 –1.11 ... Bombay Sensex 63782 –2.47 +2942.06 +4.84 Santiago Selective 3138.66 –1.15 –33.91 –1.07
VW
8.09 1.64 TenayaTherap TNYA ... dd 1.76 –0.23 ... Brussels Bel-20 3290.68 –1.86 –410.49 –11.09 Sao Paulo Bovespa 113301 +0.13 +3566.75 +3.25
10.91 10.09 TenXKeaneAcqn TENK ... 61 10.90 +0.06 ... 6.83 2.53 VNET VNET ... dd 2.96 +0.18 ...
14.75 7.25 VOXX Intl VOXX ... dd 8.88 –0.04 ... Buenos Aires Merval 655565 –18.14 +453480 +224.40 Seoul Composite 2302.81 –3.04 +66.41 +2.97
8.83 0.10 TenXKeaneAcqnRt TENKR ... ... .25 –0.03 ...
119.20 77.28 Teradyne TER .5 27 83.84 –7.90 .11 59.15 39.89 VSE VSEC .8 21 52.80 –2.71 .10 Copenhagen OMX 20 2088.04 –1.87 +252.76 +13.77 Shanghai Composite 3017.78 +1.16 –71.47 –2.31
14.04 4.38 TernsPharm TERN ... dd 5.05 –0.48 ... 81.00 6.86 Vacasa VCSA ... dd 7.11 –0.34 ... Dublin ISEQ 7774.22 –0.03 +665.40 +9.36 Shenzhen B Share Idx 1059.17 +2.25 –98.16 –8.48
25.50 7.05 TerritorialBncp TBNK12.8 6 7.19 –0.88 .23 4.40 1.64 Vaccitech VACC ... dd 3.64 +0.49 ...
EURO STOXX SXXE 420.65 –0.31 +10.68 +2.60 Singapore FTSE STI 3061.85 –0.48 –189.47 –5.83
299.29 101.81 Tesla TSLA ... 67 207.30 –4.69 ... 13.07 6.39 ValleyNatlBncp VLY 5.7 7 7.76 –0.06 .11
173.27 131.19 TetraTech TTEK .7 26 144.77 –12.19 .26 17.05 9.07 Valneva VALN ... cc 10.80 +0.20 ... EURO STOXX 50 SXSE 4014.36 –0.26 +220.74 +5.82 Stockholm OMXS 753.35 –0.87 –28.51 –3.65
69.27 42.79 TexasCapBcshs TCBI ... 7 54.49 +0.91 ... 11.85 10.21 ValuenceI A VMCA ... 67 11.09 +0.01 ... Frankfurt DAX 14687 –0.75 +763.82 +5.49 STOXX Europe 50 SXSP 3783.73 –1.03 +131.90 +3.61
188.12 140.13 TexasInstruments TXN 3.6 19 143.12 –4.69 1.30 11.04 4.11 VandaPharm VNDA ... 16 4.15 –0.19 ...
Helsinki OMHX 9113.83 +0.64 –1693.95 –15.67 STOXX Europe 600 SXXP 429.58 –0.96 +4.69 +1.10
118.16 90.38 TexasRoadhouse TXRH 2.3 22 97.71 +1.52 .55 23.90 17.05 VarexImaging VREX ... 26 17.30 –0.50 ...
41.52 23.30 TheBancorp TBBK ... 10 34.78 +2.60 ... 34.17 15.61 VaronisSystems VRNS ... dd 31.51 –0.71 ... Hong Kong Hang Seng 17398 +1.32 –2382.68 –12.05 Sydney S&P/ASX 200 6826.90 –1.07 –211.79 –3.01
7.18 1.95 TherapeuticsMD TXMD ... 0 2.01 –0.27 ... 5.50 3.05 VastaPlatform VSTA ... dd 4.14 +0.34 ... Istanbul IMKB 7706.41 +2.61 +2197.25 +39.88 Taipel Weighted 16134 –1.86 +1996.92 +14.12
12.03 8.25 TheravanceBio TBPH ... dd 9.03 –0.03 ... 54.97 34.11 Vaxcyte PCVX ... dd 47.00 +0.21 ...
Jakarta Composite 6768.26 –1.36 –82.36 –1.20 Tel Aviv 125 Index 1608.42 –4.42 –204.93 –11.30
14.77 2.12 TheseusPharm THRX ... dd 2.15 –0.18 ... 4.47 0.80 Vaxxinity VAXX ... dd .98 +0.06 ...
21.50 12.31 ThirdCoastBcshs TCBX ... 9 15.00 –1.15 ... 31.09 17.06 VeecoInstr VECO ... 29 24.16 –0.92 ... Johannesburg All Share 69451 –1.06 –3596.60 –4.92 Tokyo Nikkei-225 30991 –0.86 +4897.19 +18.77
24.60 3.75 ThirdHarmonic THRD ... dd 6.91 +0.15 ... 47.25 14.19 VentyxBiosciences VTYX ... dd 14.61 –2.58 ... Kuala Lumpur Composite 1441.90 +0.06 –53.59 –3.58 Toronto S&P/TSX 18737 –1.98 –647.53 –3.34
1.48 0.71 36Kr KRKR ... dd .73 –0.01 ... 7.73 3.05 VeraBradley VRA ... dd 7.19 +0.33 ...
LISBON PSI 4355.77 +3.82 –64.66 –1.46 Vienna ATX 3020.72 –0.45 –105.67 –3.38
11.81 3.59 Thoughtworks TWKS ... dd 3.61 –0.17 ... 21.02 5.20 VeraTherap VERA ... dd 9.98 +0.14 ...
4.39 0.73 ThredUp TDUP ... dd 2.80 –0.01 ... 32.40 17.97 Veracyte VCYT ... dd 19.72 –1.21 ... London FTSE - 100 7291.28 –1.50 –160.46 –2.15 Wellington S&P/NZX 50 10766 –2.07 –706.42 –6.16
10.99 9.78 ThunderBridgeIV A THCP ... 60 10.23 –0.01 ... 19.77 11.30 Veradigm MDRX ... 33 12.59 –0.80 ... Madrid IBEX 35 8918.30 –1.23 +689.22 +8.38 Zurich Swiss 10323 –0.24 –405.69 –3.78
5.12 1.50 TilrayBrands TLRY ... dd 1.71 –0.13 ... 39.90 17.30 Vericel VCEL ... dd 32.82 –0.37 ...
Manila Composite 5961.99 –2.95 –604.40 –9.20
35.62 22.11 TimberlandBncp TSBK 3.3 8 27.70 –0.11 .23 40.71 18.41 VerintSystems VRNT ... dd 18.50 –1.67 ...
47.87 23.04 TitanMachinery TITN ... 5 23.64 –1.16 ... 229.72 175.20 VeriSign VRSN ... 27 192.63 –15.49 ... Mexico City IPC 48973 +1.45 +509.99 +1.05 Indexes are based on local currencies. Because of various holidays and other market closings, the most
recent close is not necessarily that of the week of publication.
36.60 22.31 Torm TRMD23.1 3 30.41 +1.70 1.50 249.26 162.94 VeriskAnalytics VRSK .6 68 223.85 –10.60 .34
46.50 21.43 TowerSemi TSEM ... 9 23.22 +1.26 ... 33.12 14.88 Veritex VBTX 4.7 6 17.19 –0.16 .20
 October 30, 2023 BARRON’S 51

D ATA EXCHANGE-TRADED PORTFOLIOS B A R R ON S .C OM / D ATA

Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div
Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
Bats FTCboeUSEqOct XOCT ... 30.01 ... ... InnovS&P500UltN UNOV ... 29.10 –0.81 ... iShFRBd FLOT 5.2 50.85 +0.06 .247 JPMBetaUSTr20+Y BBLB 4.2 80.79 +1.15 .325 VanEckIntermMuni ITM 2.5 43.52 +0.01 .0882
FTCboeUSEqSep XSEP ... 33.29 –0.06 ... InnovS&P500UltO UOCT ... 29.90 –0.43 ... iShGlbxUSDHiYdCpBd HYXU .6 45.69 +0.10 .2695 JPMCorePlusBd JCPB 4.4 43.93 +0.32 .1849 VanEckMdyBBBCpBd MBBB 4.6 19.72 +0.20 .0785
AlpsOShEurQual OEUR 2.5 24.60 –0.48 .1314 FTCboeVestUSEqA GAPR ... 29.99 –0.15 ... InnovS&P500UltSep USEP ... 28.69 –0.03 ... iShGlbHYCorpBd GHYG 5.6 40.77 +0.14 .215 JPMInfltnMgdBd JCPI 3.4 44.90 +0.09 .1293 VanEckMdyIGCpBd MIG 4.4 19.70 –0.23 .078
AlpsOShGlbInt OGIG ... 29.30 –0.82 ... FTCboeVestUSEqAu GAUG ... 28.83 –0.48 ... InnovS&PHiQualPfd EPRF 5.8 16.74 +0.05 .085 iShGoldStrategy IAUF .8 59.94 +0.75 .483 JPM IntlBdOpps JPIB 4.2 45.16 +0.30 .1878 VanEckMstarESGMoat MOTE 1.0 21.66 –0.72 .2143
AlpsOShUSQual OUSA 2.1 40.56 –1.05 .0714 FTCboeVestUSEqJ GJAN ... 31.35 –0.64 ... InnovTripleStkJan TSJA ... 26.43 –0.38 ... iShHYCpBdBuyWrt HYGW 17.7 33.61 +0.14 .3619 JPM LtdDurBd JPLD 4.3 49.84 +0.17 .1808 VanEckMornGlb MOTG 2.3 30.25 –0.90 1.1702
AlpsOShUSSCQual OUSM 2.2 33.36 –0.74 .0527 FTCboeVestUSEqJl GJUL ... 29.29 –0.37 ... Innov20+YTrBd5Jl TFJL ... 18.77 +0.07 ... iShiBdsDec28Muni IBMQ 1.9 24.35 +0.02 .0408 JPM Municipal JMUB 3.2 47.81 +0.03 .1392 VanEckMornIntl MOTI 3.4 28.11 –0.32 .9474
ARK AutoTech ARKQ ... 46.64 –2.42 ... FTCboeVestUSEqJu GJUN ... 29.00 –0.39 ... Innov20+YTrB9BfJul TBJL ... 17.93 +0.22 ... iShiBdsDec25Muni IBMN 1.6 26.11 +0.02 .0406 JPMUltShMuni JMST 2.8 50.49 +0.06 .1445 VanEckMstarSMID SMOT .2 25.84 –1.14 .0644
ARKGenomicRev ARKG ... 22.24 –1.51 ... FTCboeUSEqModMarch GMAR ... 31.08 –0.45 ... InnovUSEqAcc9BfApr XBAP ... 28.21 –0.45 ... iShiBdsDec24Muni IBMM 1.6 25.71 ... .0391 LHAMktStAlpha MSVX .1 24.15 +0.31 .0276 VanEckMstrWdMoat MOAT 1.1 70.71 –2.80 .8119
ARK Israel Innov IZRL ... 15.17 –0.83 ... FTCboeVestUSEqM GMAY ... 30.17 –0.45 ... InnovUSEqAccApr XDAP ... 27.15 –0.80 ... iShiBdsDec29Muni IBMR 2.5 23.79 +0.05 .0513 LHA MktStTact MSTB .0 25.31 –0.50 .3295 VanEckShHYMuni SHYD 3.0 21.54 +0.16 .055
ArkSpaceExpln ARKX ... 12.68 –0.51 ... FTCboeVestUSEqO GOCT ... 29.97 ... ... InnovUSEqAccQ XDSQ ... 26.49 –0.76 ... iShiBdsDec27Muni IBMP 2.0 24.43 –0.02 .0437 LHAMktStTactQ MSTQ ... 24.61 –0.49 ... VanEckVietnam VNM .9 12.05 –0.71 .0034
AXSEsotericaNx WUGI ... 42.04 –0.91 ... FTCboeVestUSEqS GSEP ... 28.94 –0.42 ... InnovUSEqAcc9BfJan XBJA ... 24.28 –0.36 ... iShiBdsDec26Muni IBMO 1.5 24.76 –0.04 .0369 LHARiskMgd RMIF 6.8 24.83 –0.15 .1615 VangdESGIntlStk VSGX 2.9 48.05 –0.67 .2373
AcruenceActUS XVOL 3.0 16.57 –0.20 .4929 FTCboeVestUSSCAu SAUG ... 18.70 –0.28 ... InnovUSEqAccPlApr XTAP ... 27.14 –0.67 ... iShiBdsDec23Muni IBML 1.7 25.55 +0.02 .0514 LafferTenglerEq TGLR 1.4 21.87 –0.64 .0292 VangdESGUSCpBd VCEB 3.8 58.35 +0.37 .2023
AdaptiveCore RULE .0 17.78 –0.50 .0015 FTCboeVestUSSCM SMAY ... 19.44 –0.30 ... InnovUSEqAccJul XDJL ... 25.96 –0.82 ... iShiBds30TermHY IBHJ 8.2 24.07 +0.18 .1508 MainBuyWrite BUYW 6.0 13.19 ... .0668 VangdESGUSStk ESGV 1.4 71.95 –1.94 .2621
AffinityWorldLdr WLDR 2.2 23.92 –0.52 .0944 FidelityBlueChipGr FBCG ... 27.85 –0.78 ... InnovUSEqAccOct XDOC ... 24.21 –0.61 ... iShiBds28TermHY IBHH 7.2 21.86 +0.18 .1359 MainIntlETF INTL ... 19.07 –0.21 ... VangdUSMinVol VFMV 2.6 94.55 –1.12 .4191
AlphaArHiInfltn HIDE 6.1 23.82 +0.04 1.4639 FidelityBlueChipV FBCV 1.7 26.30 –0.80 .129 InnovUSEqAcc9BfJul XBJL ... 27.77 –0.37 ... iShiBds25TermHY IBHE 7.0 22.74 +0.12 .1342 MainSectorRot SECT .9 40.36 –1.22 .077 VangdUSMom VFMO 1.3 105.72 –2.42 .1538
AlphaIntQuMom IMOM 6.5 23.25 –0.28 1.5076 FidelityClnEner FRNW 1.5 13.86 –0.34 .07 InnovUSEqAcc9BfOct XBOC ... 25.66 –0.36 ... iShiBds24TermHY IBHD 6.7 23.09 +0.01 .1328 MainThemInnov TMAT .3 12.62 –0.33 .039 VangdUSMultifact VFMF 2.2 97.57 –2.72 .411
AlphaIntQuVal IVAL 12.3 22.15 –0.23 .6533 FidelityCloud FCLD .2 17.80 –0.38 .005 InnovUSEqAccPlJul XTJL ... 25.63 –0.77 ... iShiBds29TermHY IBHI 7.1 21.34 +0.13 .1282 Mairs&PwrMnMun MINN 1.8 20.52 –0.07 .0407 VangdUSQual VFQY 1.6 106.56 –2.82 .3746
AlphaArch1-3M BOXX ... 104.14 +0.17 ... FidelityDigHlth FDHT .2 15.17 –0.59 .008 InnovUSEqAccPlOct XTOC ... 23.80 –0.52 ... iShiBds27TermHY IBHG 6.8 21.14 +0.09 .1174 McElhennyMgd MSMR 1.0 23.53 –0.53 .0969 VangdUSValue VFVA 2.9 93.68 –2.68 .5903
AlphaArchitectTail CAOS ... 80.91 –0.68 ... FidelityElcVeh FDRV .3 14.71 –0.53 .013 InnovUSEq5to15Q EALT ... 24.96 –0.42 ... iShiBds26TermHY IBHF 7.3 22.31 +0.12 .137 MerlynAISectSurf DUDE 8.1 20.00 +0.02 .0691 VangdUltShrtBd VUSB 3.9 49.20 +0.06 .196
AlphaUSQuMom QMOM 1.8 40.44 –0.27 .7294 FidelityGrwOpps FGRO .0 15.62 –0.47 .1904 InnovUSEq10Q ZALT ... 25.33 –0.06 ... iShiBds23TermHY IBHC 4.2 23.61 –0.05 .0913 MindfulConsrv MFUL .3 20.99 –0.02 .0633 VirtusWMCIntlDiv VWID 4.7 24.08 –0.34 .2745
AlphaUSQuVal QVAL 2.3 34.94 –0.59 .1369 FidelityLowDurBd FLDR 5.0 49.42 –0.13 .231 InnovUnAccUS XUSP ... 25.44 –0.84 ... iShInflHdgCpBd LQDI 4.1 24.25 +0.16 .0957 MohrGrowth MOHR ... 17.36 –0.48 ... WisdTrAltIncm HYIN 12.5 16.40 –0.63 .165
AlphaArchValMom VMOT 2.6 21.18 –0.25 .5452 FidelityMagellan FMAG .3 20.56 –0.53 .012 InnovUSEqAccJan XDJA ... 22.24 –0.60 ... iShIntGovtCredBd GVI 2.6 100.80 +0.40 .2376 MohrSectorNav SNAV ... 24.56 –0.61 ... WTAI&InnovFd WTAI ... 16.00 –0.66 ...
AmCentQualCv QCON 2.9 38.08 –0.59 .0885 FidelityNewMill FMIL .8 31.23 –0.74 .041 InnovUSEqAccPlJan XTJA ... 22.48 –0.43 ... iShIntlAggBd IAGG 2.2 48.74 +0.24 1.0817 MonarchAmbIncm MAMB 1.6 20.76 +0.18 .0821 WisdTrYdEnhUSST SHAG 2.8 46.18 –0.02 .135
AmCentQualPfd QPFF 6.6 32.98 –0.10 .3479 FidelityPfdSecs FPFD 5.5 19.23 –0.09 .075 InvrCramerTracker SJIM ... 24.57 +0.60 ... iShIntlDevSCV ISVL 3.9 28.93 –0.44 .6722 MonarchBlueChip MBCC .1 25.04 –0.35 .0252 WT BatteryVal WBAT .6 26.33 –0.72 .1465
AmCustSatisfCore ACSI .8 42.92 –0.80 .3362 FidelityRealEst FPRO 3.4 17.61 –0.33 .157 InvscAAACLOFRNt ICLO 6.5 25.48 –0.15 .1774 iShIntlDivGrowth IGRO 2.9 56.68 –0.90 .4428 MonarchProCap MPRO 1.5 24.10 –0.09 .0601 WT BioRevFd WDNA .5 13.37 –0.67 .0653
AnfieldCapDiv DALT 4.2 8.16 –0.08 .01 FidelityS-MCOpps FSMO .6 19.59 –0.51 .03 InvscGalaxyBlock BLKC 2.4 12.61 +0.14 .0377 iShIGCpBdBuyWr LQDW 20.2 30.44 +0.22 .4038 MorganLCVal MDLV 3.0 22.05 –0.43 .2604 WisdomDynCurrIntl DDWM 4.6 29.40 –0.21 .33
AnfieldDynFix ADFI 3.2 8.07 +0.01 .0226 FidelityStkInfl FCPI 2.1 31.00 –0.68 .161 InvscGalCrypto SATO 2.8 7.79 +0.38 .0227 iShJPMBroadUSDEMBd BEMB 7.1 48.01 +0.34 .2629 MotleyFoolGlbOpp TMFG .2 24.74 –0.66 .059 WisdomDynCurrIntSC DDLS 4.6 29.05 –0.27 .335
AnfieldUSEquity AESR .8 11.61 –0.37 .0034 FidelityTargEM FDEM 4.9 21.43 –0.04 .42 InvscHYSelect HIYS 7.7 24.04 –0.07 .1619 iShJPMEMHYBd EMHY 7.4 33.49 +0.29 .1968 MotleyFoolMCGrw TMFM ... 22.37 –0.56 ... WT EffGoldPlus GDE 2.6 23.53 –0.80 .5222
AnfieldUnivFx AFIF 5.5 8.85 –0.02 .0469 FidelityTargIntl FDEV 2.9 23.59 –0.31 .178 InvscIntlDevDyn IMFL 2.9 21.85 –0.24 .2174 iShLCDeepBuffer IVVB ... 23.85 –0.38 ... MotleyFool100 TMFC .4 38.10 –0.99 .0546 WTEffGoldPlusMiner GDMN 8.2 22.27 –1.72 1.6818
AptusColIncmOpp ACIO .8 29.77 –0.49 .0518 FTIndMedDev MDEV ... 16.38 –0.66 ... InvscMSCIUSA PBUS 1.5 40.99 –1.13 .1422 iShLCModBuffer IVVM ... 24.47 –0.42 ... MotleyFoolSCGrw TMFS .0 25.54 –0.85 .082 WT EM ESG Fd RESE 2.7 26.02 –0.14 .26
AptusDefRisk DRSK 3.8 22.81 –0.17 .2493 FT LuntUSFactor FCTR 1.2 22.67 –0.75 .0191 InvscMuniStrat IMSI 4.3 47.60 –0.56 .1655 iShMSCIChileCap ECH 7.6 24.29 +0.31 1.1681 NeosS&P500Hi SPYI 12.8 45.08 –1.53 .465 WisdomTreeCpBdFd WFIG 5.4 41.18 +0.12 .155
AptusDrawMgd ADME .9 33.92 –0.87 .0692 FlexShCredScUSLg LKOR 5.6 38.38 +0.48 .1812 InvscRealAssets IVRA 2.6 11.81 –0.23 .0246 iShMSCIChinaAETF CNYA 3.1 26.82 +0.41 .0606 NuvESGDiv NUDV 2.8 21.98 –0.43 .1544 WisdomTreeUSHYCpBd WFHY 6.4 42.34 +0.04 .24
AptusEnhYield JUCY 8.9 24.07 –0.20 .1664 FlexMrnUSMktFtrTlt TILT 1.6 154.26 –4.23 .5705 InvscRuss1000Dyn OMFL 1.8 43.21 –0.96 .2059 iShMSCIDenmarkCap EDEN 2.0 95.14 –1.95 1.8155 NuvESGEMEquity NUEM 1.9 25.13 –0.23 .4841 WisdTrUSSTCpBd SFIG 3.3 46.41 +0.06 .135
AptusIntlEnhYield IDUB 2.7 18.29 –0.16 .0726 FlexStoxxGlbESGSel ESGG 1.7 129.83 –2.91 .4588 InvscRuss2000Dyn OMFS 1.8 31.78 –0.46 .1574 iShMSCIEmgMulti EMGF 4.2 39.46 –0.28 .4349 NuvESGIntlDev NUDM 2.0 25.86 –0.26 .5098 WisdTrIntlESGFd RESD 3.2 25.76 –0.37 .12
AptusLCEnhYield DUBS 1.3 23.75 –0.62 .0776 FlexStoxxUSESGSel ESG 1.3 100.82 –2.72 .3029 InvscS&P500MinVar SPMV 2.1 35.06 –0.54 .1864 iShMSCIEurozone EZU 2.6 40.25 –0.31 .8619 NuvESG LC NULC 1.3 33.88 –0.77 .3214 WisdTrIntlQualDiv IQDG 2.0 30.58 –0.41 .07
ArrowCntryRotat DWCR 3.9 25.05 –0.25 .0824 FlexShUSQualLC QLC 1.4 45.83 –1.33 .1564 InvscS&PSCHiDiv XSHD 9.2 13.61 –0.53 .0958 iShMSCIFinlandCap EFNL 3.1 30.81 –0.02 .7726 NuvESGLCGrowth NULG .6 57.41 –1.69 .3214 WisdTrUSMulti USMF 1.6 36.99 –0.82 .14
ArrowInvDWATact DWAT 2.2 9.25 –0.16 .7289 FdnsDynCore FDCE ... 9.60 –0.32 ... InvscS&PSCQuality XSHQ 1.7 33.64 –0.45 .1061 iShMSCIGermanySC EWGS 3.4 52.19 –0.30 .8893 NuvESGLCValue NULV 2.3 32.04 –0.64 .7274 XtrkBBUSIGCpESG ESCR 3.6 17.12 +0.12 .0507
ArrowResCapMgmt ARCM 3.5 99.95 +0.15 .3695 FdnsDynGrowth FDGR ... 9.56 –0.27 ... InvscShDurBd ISDB 5.7 24.43 –0.04 .1322 iShMSCIGlbMtls PICK 4.9 37.54 +0.77 .7848 NuvESGMCGrowth NUMG .2 33.95 –1.26 .0649 XtrkJPMEMSvn ESEB 6.2 15.45 +0.08 .0705
ArrowRevCap500 YPS ... 19.28 –0.53 ... FdnsDynIncm FDTB ... 10.05 +0.01 ... Invsc0-5YrUSTIPS PBTP 2.9 24.55 +0.05 .1587 iShMSCIGlbSilver SLVP .6 8.97 –0.16 .041 NuvESGMCValue NUMV 2.4 26.41 –0.74 1.7206 XtrkJPMESGUSDHY ESHY 7.2 17.37 –0.01 .11
BNYM GlbInfr BKGI 4.6 25.31 +0.01 .2725 FdnsDynValue FDVL ... 9.67 –0.31 ... iPathBS&P500VIXMid VXZ ... 18.80 +0.13 ... iShMSCIEAFEGrowth EFG 1.3 82.53 –0.91 .9188 NuvESGSC NUSC 1.2 31.77 –0.96 .3959 XtrkS&PESGDiv SNPD 2.6 22.32 –0.37 .1465
BarclaysETN+Select ATMP 5.7 20.70 –0.53 .3003 FrankDisrComm BUYZ ... 22.98 –0.59 ... iPathS&P500VIX VXX ... 27.08 +0.62 ... iShMSCIIndia INDA .2 42.96 –1.02 .0801 NuvShTermREIT NURE 4.2 25.03 –1.36 .2762 XtrkS&P500Grw SNPG .9 30.07 –1.45 .0754
BlkRkAdvLCIncm BALI ... 24.00 –0.61 ... FrankExpData XDAT ... 17.23 –0.52 ... iShBrdUSDHYCpBd USHY 6.9 34.09 +0.22 .1981 iShMSCIIndiaSC SMIN .1 61.39 –1.91 .0427 PacerUSSCCash100 CALF 1.3 39.26 –0.58 .1509 XtrkS&P500Val SNPV 2.0 24.20 –0.85 .1154
BlkRkFRLoan BRLN 8.9 52.05 –0.17 .3797 FrankGenAdv HELX ... 25.48 –0.92 ... iShConvBond ICVT 1.9 70.88 –1.06 .12 iShMSCIKuwait KWT 4.0 28.41 –1.24 .6828 PacerWealthShield PWS 2.5 25.59 –0.62 .1654 ZacksEarnCons ZECP .9 23.22 –0.62 .2112
BlkRkHYMuniIncm HYMU 4.8 20.04 +0.06 .1113 FrankHYCorp FLHY 6.4 22.05 +0.11 .1174 iShCoreMSCIEAFE IEFA 2.6 61.30 –0.69 1.284 iShMSCINorwayCap ENOR 5.1 21.89 –0.39 .8157 PointBridgeGOP MAGA 1.4 36.26 –0.83 .5098
BlkRkShMaturityBd NEAR 3.9 49.91 +0.06 .1979 FrankIntMach IQM ... 41.22 –1.16 ... iShCurrMSCIEAFE HEFA 2.3 28.86 –0.24 .5543 iShMSCI UK SC EWUS 2.0 28.29 –0.54 .3626 PreferredPlus IPPP 6.3 8.52 –0.11 .14 NASDAQ
BlkRkShMatMuni MEAR 2.9 49.79 –0.03 .1484 FrankIntlAggBd FLIA 15.2 19.43 –0.01 2.6896 iShCurrHdgMSCIEM HEEM 2.5 22.87 –0.12 .2036 iShMSCIEAFEValue EFV 4.0 46.57 –0.53 1.3156 PrincipalFocBlue BCHP ... 23.96 –0.65 ...
BlkRkUltShBd ICSH 4.2 50.38 +0.06 .201 iShIntlSelDiv IDV 7.4 24.46 –0.15 .5085 iShMornMultiAsst IYLD 6.3 18.45 –0.04 .1859 AlpsActiveReit REIT 3.7 21.21 –0.52 .2281
FrankIntlLoVolHi LVHI 4.3 26.44 –0.06 .319 ProShGlbListedPrv PEX 12.8 24.29 –0.60 1.2888 AOT Growth AOTG ... 27.35 –1.23 ...
BondJPMUSDEM1 XEMD 6.5 38.46 +0.37 .2093 FrankSrLoan FLBL 8.3 23.95 –0.04 .1691 iShTransportAvg IYT 1.6 211.21 –14.22 .9679 iShMtgRealEst REM 12.0 19.11 –1.00 .5611 ProShHY IntRt HYHG 6.0 60.79 +0.25 .3364
BrandesIntl BINV ... 24.66 –0.29 ... iShUSAero&Def ITA .9 107.25 +0.37 .2246 iShNrthAmNatRscs IGE 3.0 39.73 –1.85 .3192 AXS1.25XNVDABr NVDS .6 42.89 +0.93 11.2955
FrankUSLCMulti FLQL 1.9 41.57 –0.97 .1553 ProShInvGrdIntRt IGHG 4.8 73.87 +0.25 .3248 AXSShInnovDly SARK .0 45.85 +2.29 13.748
BrandesUS S-MC BSMC ... 24.19 –0.55 ... FrankUSMCMult FLQM 1.4 40.75 –0.94 .1363 iShUSHomeConstrn ITB .7 71.83 –0.51 .1505 iShRussell2500 SMMD 1.7 50.46 –1.38 .283 ProShK1FreeCrude OILK 3.6 48.34 –0.78 1.0188
BrandesUSValue BUSA ... 24.16 –0.71 ... iShUSOil&GasExpln IEO 3.1 95.85 –4.51 .4992 iShCohen&StrsREIT ICF 3.3 47.78 –0.48 .5994 AXSTSLABrDly TSLQ 1.2 38.66 +0.80 2.0285
FrankUSSCMult FLQS 1.6 32.33 –0.63 .0872 ProShLCCorePlus CSM 1.4 46.83 –1.06 .1445 AXS2XInnovation TARK ... 40.83 –5.14 ...
BrookActive BAMA ... 24.42 –0.34 ... Freedom100EM FRDM 4.8 27.73 –0.39 .2312 iShESGAwareAgg EAOA 2.2 28.13 –0.45 .1156 iSh25+YTrStrip GOVZ 4.9 9.61 +0.20 .0358 ProShDivGrowers EFAD 2.1 33.23 –0.15 .1872
BrookDivStock BAMD ... 24.05 –0.36 ... iShESGAwareCon EAOK 2.8 22.69 –0.05 .0642 iSh20+YTrBdBuy TLTW 19.4 27.22 +0.31 .2882 AdvShDorseyADR AADR 1.7 47.24 –0.37 .1267
GadsdenDynMult GDMA 1.2 30.65 +0.03 .3641 ProShMSCIEMDiv EMDV 3.8 41.23 +0.32 .2178 AdvShDW FSM AC DWAW .6 28.87 –0.80 .1649
BrookGrowthStk BAMG ... 23.92 –0.67 ... GlbX FdrRunCos BOSS .0 23.88 –1.06 .0129 iShESGAwareGrw EAOR 2.4 25.88 –0.27 .136 iShUSCnsmrFoc IEDI 1.2 37.10 –0.44 .1131 ProShMSCIEurDiv EUDV 2.1 39.92 –0.48 .1702
BrookIntermBd BAMB ... 25.00 +0.07 ... iShESGMSCIUSAGr EGUS .4 28.37 –1.57 .0328 iShUS Div&Buyback DIVB 3.3 35.46 –0.97 .3871 AdvShDW FSM US DWUS .9 34.27 –0.81 .2981
GlbXUSInfrDevt PAVE .8 28.26 –0.51 .08 ProShMergerETF MRGR 1.3 39.70 –0.06 .1049 AdvShDorseyShrt DWSH ... 10.08 +0.34 ...
BrookstoneOpps BAMO ... 24.56 –0.36 ... GSAccessEMUSDBd GEMD 6.2 37.39 +0.28 .1861 iShESGMSCIUSAVa EVUS 2.5 22.40 –0.74 .1908 iShUSIndls IYJ 1.1 95.31 –2.52 .2947 ProShPetCare PAWZ .7 41.66 –0.84 .0476
BrookUltShortBd BAMU ... 25.12 +0.03 ... iShESGAwareMod EAOM 2.6 23.78 –0.12 .1513 iShUSInfr IFRA 2.3 34.58 –0.51 .2227 AlphaMarkActMgd SMCP .6 23.50 –0.40 .1428
GSAccInflUSDBd GTIP 2.3 47.06 +0.16 .0822 ProShRuss2000Div SMDV 3.1 53.56 –0.60 .4256 AltriusGlbDiv DIVD 3.2 27.66 –0.73 .0629
BrookValueStk BAMV ... 24.01 –0.56 ... GSAccUltShBd GSST 4.5 49.89 +0.07 .2023 iShESGMSCIUSASC ESML 1.6 30.96 –0.85 .132 iShUSSCValue SVAL 2.4 25.00 –0.39 .1955 ProShRussUSDivGrw TMDV 2.7 41.32 –0.65 .2731
BrookYield BAMY ... 24.43 –0.29 ... iShESGScrS&P500 XVV 1.4 31.17 –0.80 .1516 iShUSTechInd IETC .9 51.67 –1.22 .1596 AmCentShDur SDSI 4.8 50.21 +0.09 .2793
GSParisClimUSLC GPAL 1.4 33.62 –1.32 .0973 ProShS&P500Arist NOBL 2.3 84.12 –1.11 .5211 AmplifyCashFlowDiv COWS .0 23.00 –0.92 .0381
CambriaEmSharehldr EYLD 6.1 27.59 –0.12 .4967 GS ActWorldLow GLOV 2.2 38.70 –0.68 .1614 iShESGScrS&PMC XJH 1.6 31.25 –0.96 .1423 iShUSTelecom IYZ 2.8 19.90 –0.85 .1068 ProShS&PMC400 REGL 2.6 63.72 –0.87 .4031
CambriaFgnShare FYLD 6.3 23.19 –0.10 .3042 iShESGScrS&PSC XJR 1.8 30.69 –0.70 .14 iShUSTreasuryBd GOVT 2.6 21.80 +0.12 .0486 AmplifyCashFlow HCOW .0 23.16 –0.93 .1669
GSBbgClnEner GCLN 1.8 30.39 –0.02 .2737 ProShS&PTechDiv TDV 1.5 58.71 –1.52 .2123 ArgentMC AMID .2 24.41 –0.64 .0583
CambriaGlbAssetAll GAA 4.0 25.78 +0.24 .1257 iShEdgeHYDefBd HYDB 7.4 43.28 +0.18 .2877 JanusB-BBBCLO JBBB 7.8 47.09 –0.17 .3351
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GS EW US LC Equity GSEW 2.0 56.58 –1.44 .2276 ProShShtVIXST SVXY ... 78.71 –1.12 ... AstoriaUSQualKings ROE 1.3 22.15 ... .0726
CambriaGlbMomentum GMOM 3.1 26.20 –0.42 .0209 GSMarketBetaEM GSEE 3.0 37.80 –0.30 .335 iShEdgeIGEnhBd IGEB 4.8 41.59 +0.26 .1762 JPMActiveEM JEMA 2.7 33.30 –0.17 .9134 ProShUltVIXST UVXY ... 19.81 +0.59 ...
CambriaGlbRlEst BLDG 6.2 21.55 –0.42 .322 iShEdgeMSCIMinEAFE EFAV 2.9 63.10 –0.49 1.3113 JPMBetaCanada BBCA 2.8 54.74 –1.76 .3974 BNYMellonInnov BKIV ... 22.20 –1.22 ...
GSMarketBetaInt GSID 3.0 46.67 –0.55 .1315 ProShVIXMTFut VIXM ... 21.90 +0.19 ... BNYM Women'sOpps BKWO ... 24.01 –1.81 ...
CambriaGlbTail FAIL 1.5 19.48 +0.50 .2359 GSMarketBetaUS GSUS 1.5 56.24 –1.51 .1845 iShEdgeMSCIMinVlEM EEMV 2.4 51.26 +0.04 .4731 JPMBetaDevAPxJP BBAX 3.9 43.33 –0.04 .4103 ProShVIXSTFut VIXY ... 27.04 +0.60 ...
CambriaGlbValue GVAL 6.3 18.86 +0.05 .2863 iShEdgeMSCIMinVol ACWV 2.2 93.00 –0.82 .8653 JPMBetaEMEquity BBEM 2.8 44.65 –0.38 .6064 BlkRkAAACLO CLOA 6.4 51.18 +0.01 .2523
CambriaMarijuana TOKE 4.8 5.11 –0.20 .0606 GSNorthAmPipe GPOW 1.7 38.67 –0.85 .1685 iShEdgeMSCIMinUSA USMV 1.9 70.56 –1.15 .387 JPMBetaEurope BBEU 3.4 48.61 –0.65 .3031 Q3AllSeason QVOY .4 25.80 –0.73 .1147 BlkRkLCCoreETF BLCR ... 24.32 ... ...
CambriaShareholder SYLD 2.2 58.37 –1.17 .3046 GS PhysGold AAAU ... 19.88 +0.27 ... iShMSCIMinVolUSASC SMMV 2.1 32.10 –0.40 .1698 JPMBetaIntl BBIN 2.8 49.81 –0.53 .2232 RareviewDynFx RDFI 7.6 20.12 –0.16 .1538 BlkRkShCalif CALY 3.7 49.78 +0.03 .162
CambriaTailRisk TAIL 3.3 13.19 +0.25 .1168 GooseHollowTact GHTA .2 24.46 –0.05 .056 iShEdgeMSCIUSAMom MTUM 1.9 135.38 –2.70 .4088 JPMBetaJapan BBJP 1.4 48.21 –0.25 .6803 RareviewInfln FLTN 2.2 20.14 –0.09 .0412 BrandyDynUSLCV DVAL 1.6 11.16 –0.32 1.503
CambriaTrinity TRTY 3.3 23.91 –0.15 .094 HartfordCoreBd HCRB 3.2 32.60 +0.14 .0973 iShEdgeMSCIUSAQual QUAL 1.4 127.66 –3.81 .5104 JPMBetaUSREIT BBRE 4.2 72.63 –2.00 .7293 RareviewSys RSEE .5 23.94 –0.29 .0734 BrandyUSFix USFI 3.2 22.88 +0.20 .0812
CambriaValue VAMO 1.8 26.10 +0.41 .0345 HartfordLCGrw HFGO ... 14.00 –0.38 ... iShEdgeMSCIUSAVal VLUE 3.2 85.95 –2.08 .6796 JPM Beta1-5Y BBSA 2.7 46.68 +0.18 .1235 RareviewTaxAdv RTAI 3.7 17.51 –0.01 .0523 BridgesCapTactical BDGS ... 24.54 –0.48 ...
CboeValidS&P500 PUTD ... 19.22 –0.42 ... HartfordLowVolIntl RODE 5.2 24.06 –0.21 .6087 iShUSFixedIncmBal FIBR 4.5 81.79 +0.36 .3227 JPMBetaUSDHYCpBd BBHY 6.5 43.02 +0.19 .2661 RegentsHdgMkt RPHS 1.3 8.45 –0.11 .1086 BurneyUSFactor BRNY .8 26.94 –0.76 .0286
CboeVest10YInt RYSE 2.4 32.87 –0.28 .22 HartfordQualVal QUVU ... 20.75 –0.57 ... iShEMCorpBdFd CEMB 4.9 41.61 +0.17 .1783 JPMBetaUSEquity BBUS 1.5 74.00 –1.86 .2807 ResidentialREIT HAUS 3.7 13.70 –0.88 .1813 BushidoCapitalUSEq SMRI ... 23.54 –0.24 ...
ClearFocusVal CFCV 1.6 31.01 –0.86 .1223 HartfordShrtDur HSRT 3.7 38.02 –0.03 .1155 iShExpTechSftwr IGV .0 329.19 –9.58 .0255 JPMBetaUSTIPS0-5Y BBIP 5.2 97.37 +0.17 .347 ReturnStackedBds RSBT ... 17.53 –0.04 ... CabanaTarget5 TDSA 2.0 20.43 –0.13 .1438
ConvergenceLS CLSE .8 15.99 +0.03 .125 HartfordSustIncm HSUN 5.8 31.62 –0.44 .1435 iShFctUSGrwStyle STLG 1.3 34.80 –0.82 .0561 JPMBetaUSTr1-3Y BBSB 4.4 98.01 +0.18 .406 ReturnStkUSStks RSST ... 18.61 –0.66 ... CabanaTarget7 TDSB 2.6 20.74 +0.01 .1673
CornerCapFundLC FUNL 1.9 31.65 –0.97 .5994 InnovDefWealth BALT ... 27.70 +0.01 ... iShFctUSValStyle STLV 3.2 25.67 –0.69 .3767 JPMBetaUSTr3-10Y BBIB 3.4 94.41 +0.48 .2727 ReverbETF RVRB .3 21.50 –0.57 .0541 CabanaTarget16 TDSE 2.1 21.71 +0.02 .1123
CultivarETF CVAR 1.7 21.51 –0.71 1.2626 InnovDoubStkJan DSJA ... 28.09 –0.39 ... RiverEnhPreMgr SPCZ .2 26.88 –0.10 .0557 CabanaTarget10 TDSC 2.0 21.84 +0.02 .1191
DavisFinl DFNL 2.3 25.44 –0.19 .905 InnovDbStk9Jan DBJA ... 28.38 –0.20 ... RiverPatriot FLDZ 1.6 20.90 –1.05 .3289 CabanaTarget13 TDSD 2.0 21.46 +0.02 .122
DavisSelectIntl DINT .4 16.86 –0.14 .065 InnovEqDef TJUL ... 24.18 –0.22 ... RoundCannabis WEED ... 22.00 –5.68 ... CabanaLdgAgg CLSA 1.0 18.39 +0.02 .1927
DavisUSEquity DUSA 1.1 30.40 –0.49 .3287 InnovGrowthAccQ XDQQ ... 23.45 –0.60 ... SEIEnhLvUSLC SELV 2.6 23.74 –0.43 .1355 CabanaLdgCon CLSC 5.2 19.27 +0.02 1.0094
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

DavisWorldwide DWLD .7 26.27 –0.37 .186 InnovGrwAccPlApr QTAP ... 29.33 –0.41 ... SEIEnhUSLCMom SEIM 1.2 24.33 –0.45 .0534 CabanaLdgMod CLSM 3.2 19.73 +0.01 .638
DimenIntlCore2 DFIC 2.8 22.18 –0.27 .1773 InnovGrwAccPlJul QTJL ... 23.91 –0.61 ... SEIEnhUSLCQul SEIQ 1.1 26.62 –0.80 .0729 CarbonColl CCSO .3 16.27 –0.19 .0416
InnovGrwAccPlJan QTJA ... 20.79 +0.02 ... SEIEnhUSLCVal SEIV 2.5 24.13 –0.51 .133

Selected ETF Leaders

DimenIntlHiProf DIHP 2.4 22.28 –0.28 .1692 ClearBr AC Grw CACG .3 39.30 –0.91 2.4125
DimenIntlSC DFIS 2.4 20.62 –0.24 .1284 InnovGrwAccPlOct QTOC ... 22.45 –0.43 ... SPDRBlackHiIncm HYBL 7.6 27.13 +0.11 .19 ClearBrDivStrat YLDE 1.9 39.25 –0.69 .2029
DimenIntlSCValue DISV 2.9 22.58 –0.19 .1605 InnovHdgTSLA TSLH .8 24.55 –0.14 .1859 SPDRDoubleEMFixed EMTL 4.9 39.30 +0.08 .1779 ClearBrLCGrw LRGE .1 50.34 –0.89 .8212
DisciplineFund DSCF 2.1 20.52 –0.06 .1203 InnovLadder BUFB ... 24.71 –0.46 ... SPDRDoubleShDurTR STOT 4.3 46.49 +0.04 .1816 ClearBridgeSustInf INFR 1.2 21.79 +0.30 .2528
DivPerformers IPDP 1.5 14.41 –0.52 .15 InnovNasd100Oct NOCT ... 41.81 –0.50 ... SPDRLoomisOpp OBND 6.0 24.69 +0.11 .1261 CSX-LinksCrudeOil USOI 41.7 81.44 –1.32 1.3445
DonoghueForYdEnh DFRA 5.6 26.46 –0.73 .6065 InnovNasd100Apr NAPR ... 41.25 –0.46 ... SPDRNuvMuniBd MBNE 3.2 27.99 ... .0495 CSXLGoldCvETN GLDI 12.6 139.80 +0.92 .4018
FCFIntlQual TTAI 11.4 25.66 –0.26 .1644 InnovNasd100Jan NJAN ... 40.57 –0.06 ... SPDR Gold Shares SPDRNuvMuniBd MBND 2.7 25.67 –0.07 .0432 CSX SilverETN SLVO 5.0 71.78 –0.09 .2991
InnovNasd100Jul NJUL ... 49.89 –0.55 ... 1.39% SabaClosedEnd CEFS 9.9 16.56 –0.19 .14 CrossBridgePreMerg SPC ... 21.79 +0.02 ...
FCFUSQuality TTAC 1.3 49.19 –1.64 .1132 (GLD)
FPA GlobalEqu FPAG 1.5 22.56 –0.67 .1542 InnovPremIncm15O LOCT ... 23.72 –0.01 ... SimplifyItTrea TYA 4.5 12.14 +0.13 .05 DefNasdaq100Enh QQQY 72.8 18.14 –0.26 1.10
FTCBOEModBufferFeb GFEB ... 30.00 –0.51 ... InnovPrem40Jul JULQ 1.4 24.74 +0.03 .3536 SirenDivDefender DFND 1.9 36.15 –0.53 .2093 DemLCCore DEMZ .9 25.34 –0.83 .2326
FTCboeVestBuffDef BUFT ... 19.23 –0.33 ... InnovPremIncm40A APRQ 5.5 24.54 ... .3369 SirenDivLdrsDiv LEAD 1.2 52.14 –1.52 .1476 DirexAAPLBear1X AAPD 3.2 23.19 +0.65 .1933
FTCboeVestBuffGrw BUFG ... 19.13 –0.36 ... InnovPremIncm40O OCTQ ... 23.79 +0.03 ... Vanguard Total Bond SoundwatchHdg SHDG .8 22.46 –0.42 .1883 DirexAAPLBull1.5X AAPU 2.1 22.84 –0.97 .1464
FTCboeDJIADogs10 DOGG 10.1 18.68 –0.53 .1545 InnovPremIncm9O HOCT ... 23.65 –0.08 ... 0.63 StrategyResRobust ROMO .8 24.34 –0.36 .1877 DirexAmznBr1X AMZD 5.4 20.82 –0.57 .4466
FTCboeVestBf BUFR ... 23.71 –0.51 ... InnovPrem10A APRD 9.3 24.43 –0.10 .5699 Market (BND) StratGoldHdg GLDB 3.1 18.86 +0.36 .0519 DirexAmznBl1.5X AMZU 1.9 21.68 +0.55 .1622
FTCboeVestFdDpBf BUFD ... 20.70 –0.37 ... InnovPrem10Jul JULD 2.2 23.96 –0.24 .5199 SubversiveCannabis LGLZ ... 14.43 –4.22 ... DirexGooglBr1X GGLS 4.3 19.77 +1.80 .3061
FTCboeVestN100 BUFQ ... 24.72 –0.34 ... InnovPrem10O OCTD ... 23.55 –0.16 ... SubversiveDecarb DKRB ... 23.54 –0.41 ... DirexGooglBl1.5X GGLL 2.0 26.52 –4.62 .1913
FTCboeVestGold BGLD .4 20.16 +0.18 .0739 InnovPremIncm30O APRJ 6.5 24.59 +0.02 .3993 Vanguard FTSE SubversiveFood KCAL .1 20.00 –0.45 .0131 DirexMsftBr1X MSFD 3.8 17.84 –0.18 .2215
FTCboeVestGold IGLD 7.7 18.84 +0.14 .1277 InnovPremIncm30O OCTJ ... 23.74 –0.02 ... -0.32 SubversMentalHlth SANE ... 21.65 –0.48 ... DirexMsftBl1.5X MSFU 2.0 33.12 +0.41 .2639
FTCboeVestIntlDec YDEC ... 20.18 –0.07 ... InnovPrem30Jul JULJ 1.6 24.65 +0.01 .3994 Emerging Markets SwanHdgEqUSLC HEGD .8 17.76 –0.27 .1491 DirexNVDABear1X NVDD ... 27.50 +0.53 ...
FTCboeVestIntlJun YJUN ... 19.28 –0.07 ... InnovPremIncm20A APRH 7.9 24.57 –0.01 .4855 TCW Transf Climt NETZ .8 49.58 –0.63 .0593 DirexNVDABull1.5X NVDU ... 21.12 –0.75 ...
FTCboeVestIntlMar YMAR ... 19.65 –0.16 ... InnovPrem20Jul JULH 1.9 24.32 –0.13 .4586 (VWO) TCW Transf00 VOTE 1.5 47.88 –1.25 .1758 DirexTSLABr1x TSLS 2.9 23.21 +0.51 .1797
FTCboeVestIntSep YSEP ... 18.59 –0.17 ... InnovPremIncm20O OCTH ... 23.66 –0.11 ... iShares Core MSCI TCW Transf Sup SUPP .5 46.33 –1.35 .0214 DirexTSLABl1.5x TSLL 2.5 11.50 –0.42 .1126
FTCboeVstN100Dec QDEC ... 22.49 –0.19 ... InnovRuss2000Jul KJUL ... 23.87 –0.31 ... -1.11 T-Rex2XInvrNVIDIA NVDQ ... 32.16 +0.91 ... DirexNasd100EW QQQE 1.0 70.45 –2.27 .1652
FTCboeVstN100Jun QJUN ... 21.40 –0.33 ... InnovRuss2000Oct KOCT ... 24.43 –0.41 ... EAFE (IEFA) T-Rex2XLgNVIDIA NVDX ... 22.83 –1.22 ... EABridgewayOmniSC BSVO ... 17.17 –0.27 ...
FTCboeVstN100Mar QMAR ... 23.69 –0.27 ... InnovRuss2000Apr KAPR ... 25.57 –0.30 ... TemaGlbRoyalties ROYA ... 24.10 –0.61 ... F/mOppIncm XFIX ... 48.51 +0.16 ...
FTCboeVstN100Sep QSPT ... 21.14 –0.37 ... InnovRuss2000Jan KJAN ... 29.39 –0.35 ... TemaMonopolies TOLL ... 23.65 –0.51 ... FidelityCrypto FDIG ... 15.29 +0.17 ...
FTCboeVestRising RDVI 9.8 19.85 –0.18 .1542 InnovS&P500Buff BJUL ... 33.44 –0.67 ... 3DPrintingETF PRNT ... 17.44 –1.39 ... FidelityDisrAuto FBOT .3 20.76 –0.44 .028
FTCboeS&P500Div KNG 13.5 46.64 –1.13 .3578 InnovS&P500BuffO BOCT ... 34.44 –0.69 ... Vanguard FTSE TouchstoneClimt HEAT ... 21.63 –0.32 ... FidelityDisrComms FDCF ... 23.75 –0.68 ...
-1.38
FTCV SMID Rising SDVD 13.1 17.39 –0.42 .1348 InnovS&P500BuffA BAPR ... 33.91 –0.71 ... Developed Markets TouchstoneUSLC LCF .2 26.61 –0.98 .0569 FidelityDisrFin FDFF .4 23.40 –0.57 .042
FTCboeVestTech TDVI 12.0 18.30 –0.36 .1294 InnovS&P500Aug BAUG ... 32.05 –0.62 ... TouchUltShIncm TUSI 4.8 25.12 +0.03 .1109 FidelityDisrMed FMED ... 20.00 –1.00 ...
FTCboeVestUSEqS XISE ... 29.79 –0.11 ... InnovS&P500Dec BDEC ... 33.84 –0.72 ... (VEA) TrimDonForRisk DFNV 1.1 23.60 –0.95 .2652 FidelityDisrTech FDTX ... 22.44 –0.74 ...
FTCboeUSBuffJul FJUL ... 37.35 –0.61 ... InnovS&P500Feb BFEB ... 32.28 –0.71 ... TrimDonForTact DFHY 5.1 20.00 +0.10 .3058 FidelityDisruptors FDIF .5 21.39 –0.69 .055
FTCboeUSBuffApr FAPR ... 31.31 –0.62 ... InnovS&P500Jan BJAN ... 35.40 –0.90 ... Vanguard Dividend TrueStructOutApr APRZ .5 27.37 –0.90 .147 FidelityMetaverse FMET .5 23.02 –0.38 .011
InnovS&P500BuffJun BJUN ... 31.86 –0.61 ... -2.11 TrueStructOutAug AUGZ .4 31.71 –0.47 .1233 FidelityNasdaq ONEQ .9 49.84 –1.35 .10
FTCboeUSBuffAug FAUG ... 36.42 –0.65 ... Appreciation (VIG)
FTCboeUSBuffDec FDEC ... 33.87 –0.16 ... InnovS&P500BuffMar BMAR ... 35.17 –0.78 ... TrueStructOutDec DECZ .0 29.07 –0.48 .3942 FT AltAbsRet FAAR 8.4 27.99 –0.24 .2297
FTCboeUSBuffFeb FFEB ... 37.75 –0.80 ... InnovS&P500BffMay BMAY ... 30.16 –0.60 ... TrueStructOutFeb FEBZ ... 29.32 –0.49 ... FT APxJapan FPA 3.8 23.33 –0.62 .1813
FTCboeUSBuffJan FJAN ... 35.30 –0.77 ... InnovS&P500BuffN BNOV ... 31.37 –0.18 ... TrueStructOutJan JANZ .0 27.30 –0.49 .0538 FT BrazilAlpha FBZ 11.7 9.83 +0.01 .0938
FTCboeUSBuffJun FJUN ... 39.41 –0.18 ... InnovS&P500JSep BSEP ... 32.63 –0.67 ... iShares Core S&P TrueStructOutJul JULZ .1 33.76 –0.84 .0223 FT BuyWrite FTHI 9.1 19.64 –0.52 .152
FTCboeUSBuffMar FMAR ... 34.24 –0.67 ... InnovS&P500Divrs BUFF ... 36.58 –0.59 ... -2.28 TrueStructOutJun JUNZ .5 24.89 –0.42 .1333 FT CA MuniHi FCAL 2.9 46.58 –0.16 .1145
FTCboeUSBuffMay FMAY ... 37.25 –0.69 ... InnovS&P500Pwr PJUL ... 32.94 –0.51 ... Small Cap (IJR) TrueStructOutMar MARZ .0 26.70 –0.45 .1831 FT CapStrength FTCS 1.4 71.38 –2.08 .215
FTCboeUSBuffNov FNOV ... 37.42 –0.22 ... InnovS&P500PwrF PFEB ... 29.66 –0.54 ... TrueStructOutMay MAYZ .7 24.03 –0.86 .1585 FT ChinaAlphaDEX FCA 8.5 18.38 +0.48 .4496
FTCboeUSBuffOct FOCT ... 35.35 –0.63 ... InnovS&P500PwrN PNOV ... 31.64 –0.93 ... TrueStructOutNov NOVZ .2 31.61 –0.69 .0742 FT CloudComp SKYY ... 71.25 –2.31 ...
FTCboeUSBuffSep FSEP ... 36.11 –0.62 ... InnovS&P500PwrA PAPR ... 29.92 –0.46 ... SPDR S&P 500 ETF TrueStructOutOct OCTZ .6 30.83 –0.83 .1967 FT DevMkts FDT 3.3 47.29 –0.49 .2756
FTCboeUSDeepApr DAPR ... 29.63 –0.48 ... InnovS&P500Aug PAUG ... 30.36 –0.44 ... -2.50 TrueStructOutSep SEPZ .7 31.05 –1.26 .2031 FT DevMktsXUS FDTS 3.8 36.52 +0.11 .1382
FTCboeUSDeepAug DAUG ... 32.33 –0.48 ... InnovS&P500PwrD PDEC ... 31.34 –0.60 ... Trust (SPY) 2xBitcoinStrategy BITX ... 16.19 +3.51 ... FT DivStrength FTDS 2.7 40.13 –1.20 .138
FTCboeUSDeepDec DDEC ... 32.48 –0.77 ... InnovS&P500Jan PJAN ... 33.78 –0.69 ... 2xLongVIXFut UVIX ... 44.40 +1.34 ... FT DorseyDyn5 FVC 2.2 29.82 +0.03 .0716
FTCboeUSDeepFeb DFEB ... 33.83 –0.72 ... InnovS&P500PwrJun PJUN ... 30.66 –0.08 ... USVeganClimate VEGN .8 36.06 –1.08 .0531 FT DorseyFoc5 FV 1.0 41.29 +0.08 .0096
FTCboeUSDeepJan DJAN ... 31.46 –0.68 ... InnovS&P500PwrBuff PMAR ... 32.79 –0.53 ... Vanguard Total Stock UnusualWhSubDem NANC ... 25.99 –0.61 ... FT DorseyIntl5 IFV 3.1 17.01 –0.15 .0493
FTCboeUSDeepJul DJUL ... 33.27 –0.47 ... InnovS&P500PwrMay PMAY ... 28.85 –0.42 ... -2.57 UnusualWhSubRep KRUZ ... 23.70 –0.49 ... FT DW Momentum DDIV 4.1 26.50 –0.58 .1913
FTCboeUSDeepJun DJUN ... 34.52 –0.57 ... InnovS&P500PwrO POCT ... 33.24 –0.47 ... Market (VTI) V-ShrMSCIWldESG VMAT 1.8 24.97 –1.13 .2691 FT DW Mom&Low DVOL 1.5 24.48 –0.27 .0306
FTCboeUSDeepMar DMAR ... 31.52 –0.08 ... InnovS&P500Sep PSEP ... 31.72 –0.43 ... VanEckAMTFrLgMun MLN 3.4 16.27 ... .052 FT DW Mom DVLU 2.0 21.17 –0.69 .026
FTCboeUSDeepMay DMAY ... 33.11 –0.58 ... InnovS&P500UltA UAPR ... 25.15 –0.45 ... VanEckAMTFrShMun SMB 1.7 16.69 +0.04 .0269 FTDorseyDALI1 DALI 2.8 23.08 –0.73 .0084
FTCboeUSDeepNov DNOV ... 34.08 –0.95 ... InnovS&P500UltAug UAUG ... 28.09 –0.36 ... Invesco QQQ Trust VanEckBitcoin XBTF .2 32.57 +3.85 .0685 FT DJ IntlInt FDNI .5 19.58 +0.13 .0897
FTCboeUSDeepOct DOCT ... 33.71 –0.49 ... InnovS&P500UltDec UDEC ... 28.27 –0.74 ... -2.62 VanEckCMCICmd CMCI ... 25.50 –0.02 ... FT MultAsstDiv MDIV 6.7 14.12 –0.20 .0474
FTCboeUSDeepSep DSEP ... 33.34 –0.49 ... InnovS&P500UltFeb UFEB ... 26.73 –0.56 ... (QQQ) VanEckCEFMuni XMPT 4.6 18.13 –0.05 .0684 FT NasdTechDiv TDIV 2.0 53.99 –0.69 .2217
FTCboeUSEqAug XAUG ... 29.07 –0.38 ... InnovS&P500UltJan UJAN ... 31.65 –0.65 ... VanEckCmdStrat PIT ... 52.84 –0.34 ... FT EM Alphadex FEM 6.1 19.88 +0.13 .4611
FTCboeUSEqDec XDEC ... 32.49 –0.35 ... InnovS&P500UltrJul UJUL ... 27.63 –0.46 ... VanEckDurHiDiv DURA 3.7 28.49 –1.10 .2943 FT EM EquitySel RNEM 1.8 45.90 –0.47 .6049
FTCboeUSEqJul XJUL ... 29.49 –0.48 ... InnovS&P500UltJun UJUN ... 27.67 –0.44 ... Source: Barron’s Statistics VanEckEthereum EFUT ... 17.58 +1.48 ... FT EM LocalCurr FEMB 5.6 26.72 +0.11 .125
FTCboeUSEqJun XJUN ... 32.54 –0.35 ... InnovS&P500Ultra UMAR ... 29.16 –0.48 ... VanEckHIPSustMun SMI 2.1 43.18 +0.03 .1097 FT EM SC Alpha FEMS 4.2 36.04 +0.26 .6517
FTCboeUSEqEnhMarch XMAR ... 31.26 –0.25 ... InnovS&P500UltMay UMAY ... 27.06 –0.41 ... VanEckHYMuni HYD 4.4 47.96 +0.07 .2012 FT EnhShtMat FTSM 4.2 59.67 +0.07 .247
 52 BARRON’S October 30, 2023

D ATA EXCHANGE-TRADED PORTFOLIOS B A R R ON S .C OM / D ATA

Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div
Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
FT EuropeAlpha FEP 3.2 30.88 –0.35 .1006 InvscAgricCmdK-1 PDBA .7 32.39 +0.21 .22 iShMSCIEAFESC SCZ 1.9 52.55 –0.66 .9993 VangdShortTrea VGSH 2.9 57.66 +0.10 .1788 AdvShQDynGrw QPX ... 26.81 –0.57 ... BlueHorizBNE BNE .3 19.59 –0.71 .0637
FTEurozoneAlpha FEUZ 3.0 34.66 –0.42 .1007 InvscBS30CpBd BSCU 4.3 15.32 +0.03 .0569 iShMSCIEMAsia EEMA 1.6 60.76 –0.49 .3143 VangdTotalBd BND 3.1 68.72 +0.43 .1925 AdvShRangerEqBear HDGE ... 25.91 +0.70 ... BlueprintChesap TFPN ... 25.29 +0.23 ...
FT FlexMuni MFLX 4.1 15.60 +0.37 .05 InvscBS30HYCpBd BSJU 7.9 23.45 –0.01 .1512 iShMSCIEMxChina EMXC 2.6 47.86 –0.95 .376 VangdTotalCpBd VTC 3.9 71.13 +0.56 .2591 AdvShRestaurant EATZ 2.3 18.31 ... .429 BlueStarIsrael ITEQ ... 35.85 –1.39 ...
FT GerAlpha FGM 2.7 33.13 –0.61 .6969 InvscBS30MuniBd BSMU 2.8 20.69 –0.04 .0476 iShMSCIEurFinls EUFN 4.5 17.89 –0.39 .7288 VangdTotIntlBd BNDX 2.1 47.75 +0.27 .0793 AdvShStrGlbBW VEGA .2 34.98 –0.49 .6465 BondBBUSDHYCpBd XBB 6.5 37.59 +0.17 .2001
FT GlTactCommod FTGC 12.8 24.01 ... .1875 InvscBS28CpBd BSCS 4.0 19.22 +0.04 .0674 iShMSCIEuropeSC IEUS 3.0 45.41 –0.80 1.057 VangdTotIntlStk VXUS 3.3 51.06 –0.57 .2952 AdvShViceETF VICE 1.1 23.92 –0.51 .2558 BondBUSDHYCpBd XB 8.4 37.24 +0.18 .25
FT GrwthStr FTGS .7 22.84 –0.49 .0234 InvscBS25CpBd BSCP 3.3 20.13 +0.01 .0596 iShMSCIGlbGoldMin RING 2.2 22.70 –0.28 .2111 VangdTotWorldBd BNDW 2.6 65.78 +0.42 .1474 AkrosMonthlyPay MPAY 7.3 21.56 –0.17 .1274 BondBbg5yUS XFIV 3.9 46.99 +0.24 .1515
FT HiIncmStrat HISF 4.2 41.94 +0.03 .1736 InvscBS25HYCpBd BSJP 6.5 22.27 –0.11 .1414 iShMSCIGlbSus SDG 1.9 70.87 –0.29 .6767 VicShCoreIntBd UITB 3.2 43.77 +0.25 .1622 AlerianEnergyInfr ENFR 5.7 21.85 –0.49 .3203 BondBbg1yUS XONE 4.2 49.77 +0.07 .1988
FT IPOXEurEq FPXE 1.6 19.25 –0.49 .0623 InvscBS24CpBd BSCO 2.8 20.72 –0.03 .0502 iShMSCIJapanVal EWJV 2.4 27.34 –0.04 .3927 VicShCorePlusInt UBND 4.6 20.33 +0.11 .1006 AlerianMLPETF AMLP 7.7 41.73 –1.11 .83 BondBbg7yUS XSVN 3.9 45.32 +0.30 .1461
FT IncmOpps FCEF 8.0 17.62 –0.22 .12 InvscBS24HYCpBd BSJO 6.1 22.43 +0.01 .1122 iShMSCINZ ENZL 1.7 41.04 –0.87 .473 VicShCorpBd UCRD 3.8 19.37 +0.13 .0806 AlexisPractical LEXI .9 23.12 –0.46 .2183 BondBbg6mUS XHLF 4.0 50.30 +0.05 .1892
FT GlblAgri FTAG 4.0 23.98 –0.73 .0362 InvscBS27CpBd BSCR 3.7 18.64 ... .0621 iShMSCIQatar QAT 5.3 15.84 –0.62 .7115 VicShDevEnhVol CIZ 3.4 28.27 –0.12 .1019 AlgerMC40 FRTY ... 11.34 –0.28 ... BondBbg10yUS XTEN 4.2 43.32 +0.41 .1516
FT GlbNatRscs FTRI 6.3 12.32 –0.35 .1538 InvscBS26CpBd BSCQ 3.5 18.77 ... .0576 iShMSCITurkey TUR 3.7 34.00 –0.27 1.0777 VicShDivAccel VSDA 2.2 41.34 –0.81 .1212 Alger35 ATFV .1 13.84 –0.31 .0074 BondBbg3yUS XTRE 4.2 48.30 +0.16 .179
FTIndiaNifty50EW NFTY 1.8 46.95 –1.55 .0183 InvscBS26HYCpBd BSJQ 6.6 22.36 –0.04 .1292 iShMSCIUAE UAE 3.2 13.35 –0.23 .3884 VicShEMValMom UEVM 4.9 40.06 +0.29 .0877 AlgerWeatherbie AWEG ... 18.23 –0.95 ... BondBbg20yUS XTWY 4.8 37.10 +0.60 .1442
FTIndxxInnTran LEGR 2.8 35.13 –0.46 .283 InvscBS23CpBd BSCN 3.2 21.23 –0.06 .084 iShMSCIWaterMgmt IWTR 1.5 25.00 –0.20 .2808 VicShFreeCashFlow VFLO 1.3 24.66 –0.84 .0359 AllianzUSLCBf10A APRT ... 29.87 –0.63 ... BondBbg2yUS XTWO 4.1 48.91 +0.11 .1811
FT IndxxMeta ARVR .3 28.26 –0.55 .0134 InvscBS23HYCpBd BSJN 5.1 23.49 ... .1063 iShMstarMCValue IMCV 2.7 57.47 –0.94 .4398 VicShIntlHiDivVol CID 5.5 28.49 –0.14 .1366 AllianzUSLCBf10A AUGT ... 23.27 –0.42 ... BondCCCUSDHYCpBd XCCC 12.5 36.15 –0.03 .3261
FTIndxxNextG NXTG 1.7 64.82 –0.86 .4007 InvscBS31CpBd BSCV 4.8 14.94 +0.06 .0637 iSh1-5YIGCorpBd IGSB 3.1 49.71 +0.16 .1432 VicShIntlValMom UIVM 3.1 40.34 –0.44 .188 AllzIMUSLCBuff10 DECT ... 25.36 –0.49 ... BondUSDHYBdCns XHYC 6.9 34.78 +0.25 .2113
FTIntlDevCapStr FICS 1.2 28.91 –0.48 .0535 InvscBS31HYCpBd BSJV 5.9 23.90 +0.02 .1177 iSh13YearIntlTBd ISHG ... 67.38 –0.10 ... VicShIntlVolWtd CIL 3.1 36.06 –0.54 .1122 AllianzUSLCBf10F FEBT ... 25.47 –0.54 ... BondUSDHYBdCnsNn XHYD 5.9 35.42 +0.38 .1612
FT IntlEqOpps FPXI .9 36.59 –0.53 .0731 InvscBS31MuniBd BSMV 2.8 19.79 –0.05 .0478 iSh1-3YTreaBd SHY 2.7 81.09 +0.15 .2091 VicShNasdNext50 QQQN .8 22.51 –0.72 .0097 AllianzUSLCBf10J JANT ... 27.07 –0.67 ... BondUSDHYBdEner XHYE 6.6 37.01 +0.31 .1825
FT JapanAlpha FJP 1.7 47.41 +0.03 .5555 InvscBS2033CpBd BSCX 5.7 19.23 +0.12 .0908 iShParisClimt PABU 1.2 44.68 –1.28 .1641 VicShShTmBd USTB 2.2 48.54 +0.01 .2385 AllianzUSLCBf10J JULT ... 30.08 –0.48 ... BondUSDHYBdFin XHYF 7.1 34.53 +0.27 .2186
FT LC CoreAlpha FEX 1.7 76.85 –1.69 .3029 InvscBS33MuniBd BSSX .0 23.97 –0.11 .0895 iShPfd&Incm PFF 7.4 28.43 –0.08 .1608 VicShTHBMCESG MDCP ... 22.16 –0.99 ... AllianzUSLCBf10J JUNT ... 24.94 –0.49 ... BondUSDHYBdHlthcr XHYH 9.6 31.39 +0.15 .2065
FT LC GrwAlpha FTC .9 91.56 –0.54 .1134 InvscBS32CpBd BSCW 5.1 18.76 +0.06 .0719 iShS&PSC600Gr IJT 1.3 103.08 –1.68 .397 VicShUSDiscEnhVol CSF 2.9 46.97 –0.23 .1006 AllzIMUSLCBuf10Mar MART ... 26.01 –1.06 ... BondUSDHYBdInd XHYI 6.5 35.45 +0.17 .20
FT LC US Equity RNLC 1.7 29.46 –0.65 .1127 InvscBS2032MuniBd BSMW 3.6 23.59 –0.05 .0613 iShSelectDiv DVY 4.2 102.97 –1.69 1.4646 VicShUSEQIncmEnh CDC 4.3 55.11 –0.16 .3052 AllianzUSLCBf10M MAYT ... 25.04 –0.49 ... BondUSDHYBdSecRot HYSA 8.5 14.00 –0.05 .0932
FT LC ValAlpha FTA 2.5 61.60 –0.92 .412 InvscBS28HYCpBd BSJS 6.9 20.19 –0.03 .1186 iShSemiconductor SOXX 1.0 444.33 –12.96 1.6658 VicShUS500EnhVol CFO 2.4 55.89 –1.30 .1132 AllianzUSLCBf10N NVBT ... 26.35 –0.74 ... BondUSDHYBdTel XHYT 7.5 32.73 +0.10 .2246
FT LatAmAlpha FLN 5.1 17.53 +0.17 .1592 InvscBS28MuniBd BSMS 2.6 22.37 –0.11 .0515 iSh7-10YTreaBd IEF 2.9 90.08 +0.61 .2389 VicShUS500Vol CFA 1.7 64.78 –1.42 .1254 AllianzUSLCB10O OCTT ... 30.78 –0.58 ... BreakwDryBulk BDRY ... 5.06 –0.70 ...
FT LowDurOpp LMBS 3.8 46.75 ... .205 InvscBS25MuniBd BSMP 2.2 23.99 +0.01 .0458 iShShortTreaBd SHV 4.2 110.49 +0.12 .4649 VicShUSLCHiDivVol CDL 4.0 51.79 –0.95 .2621 AllianzUSLCBf10S SEPT ... 23.49 –0.44 ... BreakwaveTanker BWET ... 18.15 +2.14 ...
FT LowDurStrat LDSF 4.0 18.13 –0.02 .0733 InvscBS24MuniBd BSMO 2.2 24.62 –0.04 .0469 iSh3-7YTreaBd IEI 2.2 112.62 +0.53 .2427 VicShUSMultMin VSMV 2.0 38.50 –0.78 .0863 AllianzUSLCBf20A APRW ... 27.45 –0.40 ... BuildBdInnov BFIX 4.3 22.33 –0.20 .0942
FT MgdMuni FMB 3.1 48.23 –0.20 .1275 InvscBS29CpBd BSCT 4.0 17.32 +0.02 .0621 iShTransMtls TMET ... 24.84 +0.05 ... VicShUSSCHiDiv CSB 4.2 46.46 –0.89 .2042 AllianzUSLCBf20A AUGW ... 23.91 –0.24 ... CNICICEUSCarbon AMPD ... 25.70 +0.25 ...
FT MC CoreAlpha FNX 1.3 85.27 –2.45 .238 InvscBS29HYCpBd BSJT 6.6 19.51 +0.09 .1144 iSh20+YTreaBd TLT 3.8 84.37 +1.13 .28 VicShUSSCVolWtd CSA 1.5 54.93 –1.10 .0753 AllzIMUSLCBuffer20 DECW ... 25.40 –0.53 ... CP HY Trend HYTR 5.3 20.30 +0.07 .1051
FT MC GrwAlpha FNY .4 55.49 –0.56 .0218 InvscBS29MuniBd BSMT 2.7 21.89 –0.11 .0507 iShUSDBdFactor USBF 4.3 79.30 +0.49 .3224 VicShUSSmcVal USVM 1.9 60.79 –1.25 .1438 AllianzUSLCBf20F FEBW ... 25.56 –0.45 ... CalamosAnte SROI ... 22.97 –0.43 ...
FT MC US Equity RNMC 1.9 25.83 –0.63 .059 InvscBS27HYCpBd BSJR 6.6 21.07 –0.02 .1195 iShUSDGreenBd BGRN 3.6 44.54 +0.25 .1392 VicShUSValMom ULVM 2.2 58.90 –0.97 .1819 AllianzUSLCBf20J JANW ... 28.14 –0.53 ... CalamosConvEq CVRT ... 23.05 –0.55 ...
FT MC ValAlpha FNK 1.9 41.67 –0.59 .212 InvscBS27MuniBd BSMR 2.7 22.69 –0.07 .0543 iSh0-5YIGCpBd SLQD 2.9 47.94 +0.14 .1293 VicShWestEndUS MODL 1.2 28.56 –0.83 .0398 AllianzUSLCBf20J JULW ... 28.82 –0.41 ... CalvertIntlResp CVIE 2.3 45.97 –0.73 .2148
FT MCGrAlpDX FAD .7 92.91 –2.80 .0686 InvscBS26MuniBd BSMQ 2.5 22.85 –0.11 .0485 JPMNasdEqPrem JEPQ 12.3 45.36 –0.96 .4172 VirtusTerraUSQual JOET 1.3 26.30 –0.75 .3339 AllianzUSLCBf20J JUNW ... 25.08 –0.36 ... CalvertUSLCCore CVLC .9 50.65 –1.36 .1584
FT MCValAlpha FAB 2.2 65.63 –1.40 .3758 InvscBS23MuniBd BSMN 2.3 24.97 –0.13 .0644 JanusSCGrwAlpha JSML .7 47.39 –1.05 .0574 WahedDJIslamic UMMA 1.0 19.19 –0.42 .0764 AllianzUSLCBf20M MARW ... 26.02 –0.53 ... CalvertUSLCDEI CDEI 1.1 52.61 –1.23 .1954
FT MunHiIncm FMHI 4.2 44.16 –0.13 .1575 InvscBuyBackAch PKW 1.2 84.45 –2.54 .2225 JanusS/MC GrwAlph JSMD .5 54.25 –1.12 .0702 WahedFTSEUSAShar HLAL .7 39.75 –1.36 .0215 AllianzUSLCBf20M MAYW ... 25.21 –0.33 ... CalvertUSMCCore CVMC 1.2 44.17 –1.29 .1399
FT NasdComBk QABA 3.4 37.78 –0.07 .3088 InvscDivAchvrs PFM 2.0 35.25 –0.77 .1807 JPMEquityFocus JPEF ... 45.36 –1.16 ... WstAstBond WABF 1.5 24.00 +0.21 .029 AllianzUSLCBf20N NVBW ... 26.36 –1.08 ... CalvertUSSel CVSE 1.2 48.89 –1.11 .1758
FT NasdCleanEdge QCLN .9 34.60 –1.59 .0261 InvscDWBasMatls PYZ 1.1 72.89 –0.57 .2014 JPMGlblSelEqETF JGLO ... 45.26 –0.79 ... WstAstShrtDur WINC 3.9 23.38 +0.09 .1123 AllianzUSLCB10 OCTW ... 30.53 –0.37 ... CalvertUltShIG CVSB 5.2 50.18 +0.03 .226
FT NasdClEdSmGr GRID 1.4 85.32 –1.30 .1589 InvscDWConsCyc PEZ 1.0 59.27 –0.26 .0943 JPMIntlValueETF JIVE ... 45.80 –0.52 ... WstAstTR WBND 2.3 18.93 +0.14 .0569 AllianzUSLCBf20S SEPW ... 24.03 –0.31 ... CambiarAggressive CAMX ... 23.18 –0.81 ...
FT NasdCybersec CIBR .4 43.77 –1.04 .0088 InvscDWCnsmrStp PSL 2.1 78.66 –0.56 .2272 JPM SocAdv UPWD .5 50.73 –0.59 .2684 WisdTrChinaxSOE CXSE 1.4 28.64 +0.79 .105 AllianzIMUSLC6MAO SIXO ... 26.72 –0.30 ... CapitalGrpCoreBal CGBL ... 24.26 –0.40 ...
FT Nasd100xTech QQXT 1.0 75.78 –2.74 .1872 InvscDWDevMkts PIZ 1.9 27.21 –0.40 .0372 JPM SustConsmp CIRC .4 45.61 –1.18 .1963 WT CloudComp WCLD ... 26.93 –1.21 ... AllianzIMUSLC6MJJ SIXJ ... 24.16 –0.26 ... CapitalGrpCoreBd CGCB ... 24.66 +0.17 ...
FT Nasd100Tech QTEC .2 138.68 –4.11 .0313 InvscDWEMMntm PIE 2.9 17.51 +0.01 .2886 JPM SustInfr BLLD ... 41.63 –0.09 ... WT CybersFd WCBR .0 19.15 –0.71 .0042 AlphaDog RUFF 1.2 18.45 –0.50 .226 CapGrpCore CGUS 1.4 24.27 –0.65 .0824
FT NasdArtlIntel ROBT .4 36.56 –1.24 .0662 InvscDWEnerMntm PXI 2.9 43.21 –1.73 .2192 JPMUSTechLdrs JTEK ... 46.92 –1.73 ... WT EM CpBd EMCB 4.7 60.49 +0.01 .26 AltEventDriven EVNT .1 9.47 –0.11 .0118 CapGrpCorePlus CGCP 4.8 21.27 +0.22 .0962
FT NasdaqBk FTXO 4.3 19.02 –0.49 .177 InvscDWFinMntm PFI 1.6 39.08 –0.98 .1947 KellyCrispr XDNA .2 5.87 –0.56 .0093 WisdTrEMQualDivGrw DGRE 1.9 21.27 –0.36 .16 AltMergerArb ARB 4.1 26.15 –0.08 1.0757 CapGrpDivGrowers CGDG ... 24.05 –0.39 ...
FT NasdBuyWrite FTQI 12.3 18.31 –0.42 .188 InvscDWHlthcrMntm PTH ... 29.19 –1.06 ... LevelFourLCGrw LGRO ... 23.07 –0.69 ... WisdTrIntRtHYBd HYZD 5.9 20.96 +0.07 .11 AmerBeaconAHL AHLT ... 26.81 –0.21 ... CapitalGrpDivVal CGDV 1.8 25.56 –0.50 .1165
FT NasdFood&Bev FTXG 4.4 22.12 +0.07 .6675 InvscDWIndlsMntm PRN .8 94.46 –0.94 .0887 MKAM ETF MKAM .7 25.34 –0.32 .086 WisdTrIntUSAgg AGZD 3.6 22.02 –0.09 .07 AmCentDivrsCpBd KORP 4.3 43.99 +0.23 .183 CapGrpGlbGrw CGGO .9 22.13 –0.36 .1126
FT NasdLux EKG ... 12.23 –0.86 ... InvscDWMntm PDP .7 72.95 –1.52 .0275 MarketDeskFocUSDiv FDIV ... 22.85 –0.83 ... WisdTrJapanHdgSC DXJS 2.7 28.13 +0.11 .2225 AmCentDivrsMuni TAXF 3.0 47.35 –0.06 .1324 CapitalGrpGrw CGGR .4 23.40 –0.66 .0529
FT NasdOil&Gas FTXN 3.3 28.86 –1.52 .1804 InvscDWSCMntm DWAS .7 68.74 –1.14 .124 MartinCurrieSuInt MCSE .4 11.95 –0.02 .061 WTTargetRngFd GTR 1.9 20.52 –0.62 .30 AmCentEMBd AEMB 6.2 35.05 +0.30 .1309 CapitalGrpIntlEq CGIE ... 23.93 –0.33 ...
FT NasdPharm FTXH 1.7 23.92 –1.11 .0725 InvscDWTechMntm PTF .1 40.75 –1.18 .0159 MerlynAIBullBr WIZ 4.5 27.25 +0.03 1.2168 WisdTrUSQltyDiv DGRW 2.0 61.43 –1.41 .05 AmCentFocDyn FDG ... 59.08 –2.11 ... CapGrpIntlFocus CGXU 1.2 20.99 –0.32 .1406
FT NasdSemicon FTXL .8 63.11 –1.79 .1323 InvscDWUtilsMntm PUI 2.4 29.56 –0.07 .2328 Nasdaq7HANDL HNDL 7.7 18.32 –0.23 .1119 WisdTrUSSCQltyDiv DGRS 3.0 38.52 –0.65 .035 AmCentFocLCV FLV 2.4 54.87 –0.94 .3403 CapGrpMuniIncm CGMU 3.1 25.44 –0.01 .0677
FT NasdaqTrans FTXR 2.0 24.76 –1.63 .0717 InvscESGNasdNxt QQJG .8 17.30 –0.65 .0276 NuvGlbNetZero NTZG .6 26.32 –0.47 .1698 WTVoyaYdEnhUSD UNIY 4.5 46.05 +0.17 .18 AmCentLowVol LVOL 1.6 42.25 –0.76 .1954 CapGrpShDur CGSD 4.1 25.12 +0.04 .0957
FT Nasd100 EW QQEW .7 97.89 ... .1596 InvscESGNasd100 QQMG .7 23.47 –0.67 .0357 PacerBlueDig ODDS 1.0 17.14 –0.46 .0711 XtrkCyberSelEq PSWD ... 23.76 –1.56 ... AmCentMCGrw MID ... 40.82 –1.15 ... CapGrpShDurMuni CGSM ... 25.04 ... ...
FT RBA AmerInd AIRR .3 46.98 –0.53 .0185 InvscElcVehicle EVMT 1.1 18.58 +0.01 .2122 PacerBlueStarEngg BULD .3 17.34 –0.55 .0375 XtrkSemiconSelEq CHPS .3 21.86 –0.62 .0185 AmerCentMultiFloat FUSI 6.6 50.76 ... .2978 CapGrpUSMult CGMS 6.0 25.22 +0.15 .1291
FTRisingDivAch RDVY 2.6 43.44 –0.80 .2241 InvscEW0-30YTrea GOVI 2.7 26.07 +0.16 .0737 PacerCashCows HERD 3.0 33.03 –0.31 .3683 XtrkUSGreenInfr UPGR .6 17.41 –0.66 .0253 AmCentMulti MUSI 5.3 40.98 –0.05 .2078 CapLinkGlbFin KOIN 1.8 27.28 –0.45 5.7208
FT RiverFrDynDev RFDI 3.5 53.09 –0.65 .168 InvscFTSEUS1500SM PRFZ 1.7 30.38 –0.83 .1434 PacerEMCashCows ECOW 5.9 17.97 +0.11 .5602 AmCentQulDivIn QINT 3.5 40.90 –0.48 .8452 CarbonStrat KARB .4 35.51 –0.39 .1525
FT RiverFrDynEM RFEM 5.3 51.97 –0.31 .5754 InvscGlblWater PIO 1.0 31.40 –0.48 .038 PacerTrendpilot100 PTNQ .5 60.50 –0.76 .3057 NYSE AmerCenturySelHY AHYB 5.5 42.65 +0.22 .2067 ClearSharesOCIO OCIO 2.1 28.16 –0.31 .1601
FT RiverFrDynEur RFEU 5.5 54.85 –0.99 .1862 InvscGoldenDragon PGJ 1.3 25.55 +0.81 .1441 PacerUSLCCash COWG .5 20.38 ... .0223 BTD Cap Fd DIP .5 22.92 –0.85 .0186 AmCentSustEq ESGA 1.1 51.19 –1.33 .1619 ClearPitonInt PIFI 1.0 89.07 +0.38 .9324
FT S&P500Div KNGZ 3.1 25.75 –0.74 .1759 InvscHYBd IHYF 7.2 20.88 +0.02 .1283 PacerUSSCCashCow CAFG .6 19.32 –0.33 .0372 DistillateIntlFund DSTX 2.9 20.55 –0.23 .1343 AmCentSustGrowth ESGY .5 38.92 –0.99 .0509 ClearUltShMat OPER 4.6 100.14 –0.34 .44
FT S&PIntDivArist FID 4.8 14.07 –0.06 .1293 InvscHYEquDivAch PEY 5.1 18.00 –0.47 .093 PrincipalHlthInnov BTEC ... 26.01 –1.27 ... DistillateS/MCash DSMC 1.1 28.62 –0.79 .0861 AmCentUSQualGrw QGRO .5 64.44 –1.59 .0566 ClockwiseCore TIME ... 20.95 –0.46 ...
FT SMID CapRising SDVY 2.5 26.48 –0.49 .0982 InvscIntlBuyBkAch IPKW 2.8 33.28 –0.74 .2255 PrincipalQual PSET 1.2 51.82 –1.57 .1261 HarbCmdAllWeather HGER .6 23.14 –0.09 .1399 AmCentUSQualVal VALQ 2.2 46.58 –1.14 .1879 CloughLong/ShortEq CBLS ... 18.85 –0.05 ...
FT S-Network ISHP 1.9 23.30 –0.53 .0337 InvscIntlDivAch PID 3.7 15.86 –0.21 .1728 PrinUSMega USMC 1.4 40.88 –1.32 .1433 HarborDivGrw GDIV 1.6 11.81 –0.20 .0478 AmConsValues ACVF .8 31.56 –0.78 .0489 CloughSelEqETF CBSE .5 21.04 –1.38 .1129
FT S-NtwkFutVeh CARZ 1.7 46.89 –1.61 .1204 InvscKBWBank KBWB 4.3 36.74 –0.81 .4053 PrincipalUSSC PSC 1.1 37.92 –0.77 .087 HarborLtGrowers WINN .0 17.28 –0.41 .0083 AmplifyBlackSwan SWAN 3.3 22.98 –0.33 .1894 CloutyTune TUNE ... 17.95 –0.65 ...
FT SSI Strat FCVT 1.7 29.38 –0.68 .04 InvscKBWHiDvYdFn KBWD 13.8 13.12 –0.65 .143 PrincipalValue PY 3.2 36.93 –1.08 .365 PimcoActiveBd BOND 4.4 85.98 +0.56 .34 AmplifyBlkIswn ISWN 3.2 16.94 –0.03 .1368 ColumbiaDivFixed DIAL 4.1 16.49 +0.09 .0545
FT SrLoanFd FTSL 7.5 45.35 –0.40 .295 InvscKBWPrEquREIT KBWY 9.9 16.02 –0.50 .1279 PvtRealEst PRVT ... 16.74 –0.88 ... ThorLowVol THLV .6 23.80 –0.27 .153 AmplifyBlackTech QSWN 3.2 17.20 –0.31 .1295 ColumbiaEMCoreXCh XCEM 2.4 26.18 –0.48 .6175
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FT SC CoreAlpha FYX 1.4 74.82 –0.78 .2146 InvscKBWP&CIns KBWP 1.8 85.09 –0.80 .3234 ProcureDisaster FIXT .4 25.07 –0.44 .051 AmpCWPEnhDiv DIVO 5.1 33.71 –0.84 .1382 ColumbiaEMConsumer ECON 2.1 19.50 +0.07 .4051
FT SC GrwAlpha FYC .4 51.50 –1.67 .0772 InvscKBWRegBkg KBWR 3.8 40.97 –0.48 .4167 ProcureSpace UFO 3.0 15.09 –0.45 .1063 NYSE ARCA AmplifyEMFinTech EMFQ .3 18.43 –0.30 .0517 ColumbiaIndiaCnsmr INCO .2 52.79 –1.15 4.7969
FT SC US Equity RNSC 2.5 23.86 –0.56 .1296 InvscNasdFtGn200 QQQS .8 19.99 –1.17 .0284 ProShEquRising EQRR 2.9 47.20 –1.40 .2884 AmplifyHiIncm YYY 13.8 10.41 –0.21 .12 ColumbiaIntlESGEq ESGN 3.2 25.55 –0.31 .1189
FT SC ValAlpha FYT 1.8 44.09 –0.81 .1553 InvscNasdNext100 QQQJ .9 22.71 –0.84 .0382 ProShNasd100DW QQQA .3 32.09 –0.93 .0337 EtnVncHY EVHY ... 49.76 +0.30 ... AmplifyInfltn IWIN .5 23.17 +0.06 .1147 ColumbiaMultMun MUST 2.5 19.29 –0.01 .0434
FT SwitzAlpha FSZ 2.7 54.69 –0.72 1.281 InvscNasd100 QQQM .7 142.09 –3.80 .2448 ProShUltNasdBio BIB ... 40.35 –3.54 ... EtnVncIntMuni EVIM ... 50.04 +0.04 ... AmplifyIntEnhDiv IDVO 6.2 26.10 –0.37 .1323 ColumbiaResEnhCore RECS 1.3 24.17 –0.71 .3205
FT TCW Opp FIXD 4.3 41.26 +0.19 .165 InvscNasdBiotech IBBQ .9 18.24 –0.77 .0412 ProShUltNasdCloud SKYU ... 14.52 –1.07 ... EtnVncUltShIncm EVSB ... 50.13 +0.06 ... AmplifyLithium BATT 4.8 10.08 –0.04 .4849 ColumbiaResRlEst CRED 4.3 17.30 –0.30 .2135
.215 iShrLifePath2030 ITDB ... 24.22 –0.21 ... ColumbiaResEnhVal REVS 2.5 19.31 –0.58 .481
FT TacticalHY HYLS 6.4 38.26 –0.16 InvscNasdInt PNQI ... 29.18 –0.86 ... ProShUltNasdCyber UCYB .2 26.39 –1.40 .0603 iShrLifePath2035 ITDC ... 24.05 –0.29 ... AmplifyNatRscs NDIV 7.3 26.08 –0.81 .1374 ColumbiaSelSem SEMI .2 17.62 –0.68 .0774
FT UK Alpha FKU 3.1 30.40 –0.27 .2647 InvscPHLXSemicon SOXQ 1.1 25.40 –0.73 .0637 ProShUltPrQQQ TQQQ 1.6 31.30 –2.79 .1386 iShrLifePath2040 ITDD ... 23.89 –0.36 ... AmplifyOnlineRet IBUY ... 40.57 –1.44 ... ColumbiaShDuration SBND 3.8 17.73 +0.08 .0616
FlexShCredScoreUS SKOR 3.7 45.52 +0.18 .1707 InvscQQQI QQQ .6 345.31 –9.29 .5355 ProShUltShQQQ SQQQ 4.2 22.75 +1.67 .324 iShrLifePath2045 ITDE ... 23.73 –0.44 ... AmpSeymCannabis CNBS ... 3.43 –0.62 ... ColumbiaUSESGEq ESGS 2.7 36.04 –0.96 .2534
FlexShRealAsset ASET 2.8 27.27 –0.43 .2036 InvscRAFIStratUS IUS 1.8 38.09 –0.31 .2039 ProShUltShNdBtech BIS .5 26.42 +2.10 .1187 iShrLifePath2050 ITDF ... 23.66 –0.48 ... AmplifyAllStars MVPS .0 15.86 –0.65 .0013 CommSvsSPDR XLC .9 63.09 –3.43 .1678
FrankUSLowVol LVHD 4.0 32.68 –0.36 .3646 InvscS&PSCCnsDisc PSCD 1.4 79.00 –1.99 .2659 REXFANGInnovEqPrem FEPI ... 49.09 –0.92 ... iShrLifePath2055 ITDG ... 23.63 –0.50 ... AmplifyTransData BLOK ... 20.14 +0.65 ... ConductorGlbEquity CGV .8 12.30 –0.06 .0942
GlbXAgingPop AGNG .7 24.49 –0.77 .1516 InvscS&PSCCnsStpl PSCC 1.7 33.29 –0.09 .1452 RangeCancerTherap CNCR ... 9.24 –0.51 ... iShrLifePath2060 ITDH ... 23.63 –0.50 ... AngelOakIncm CARY 6.4 20.01 +0.02 .093 CongressLCGrw CAML ... 23.75 –0.65 ...
GlbXAgTech KROP 1.1 9.87 –0.44 .0612 InvscS&PSCEner PSCE 2.4 54.22 –2.34 .3615 RoundhillBIGBk BIGB ... 23.94 –1.02 ... iShrLifePath2065 ITDI ... 23.63 –0.50 ... AngelOakUltSh UYLD 5.5 50.61 +0.05 .2503 CongressSMidGrw CSMD ... 22.48 –0.92 ...
GlbXAltIncome ALTY 7.8 10.31 –0.15 .0672 InvscS&PSCFinls PSCF 3.5 38.48 –0.80 .4887 RoundhillBigTech BIGT ... 28.53 –0.67 ... iShrLifePathRetire IRTR ... 24.46 –0.11 ... AppliedFinValLC VSLU .9 25.78 –0.86 .2334 CnsmrDiscSelSector XLY 1.0 149.59 –2.10 .3053
GlbXAI&Tech AIQ .3 25.67 –0.61 .0303 InvscS&PSCHlthCr PSCH ... 34.80 –0.95 ... RoyceQuantSC SQLV 1.4 33.54 –0.65 .0967 ParametricEqPrem PAPI ... 24.06 –0.48 ... ArchIndicesVOI VWI ... 24.42 –0.56 ... CnsStapleSelSector XLP 2.8 66.58 –0.69 .4852
GlbXAuto&Elc DRIV 1.5 20.85 –0.74 .1752 InvscS&PSCIndls PSCI .9 93.45 –2.14 .1701 RunningOakEffGr RUNN ... 24.47 –0.44 ... ParametricHdgEq PHEQ ... 24.07 –0.40 ... ArkFinInnov ARKF ... 17.39 –1.02 ... ConvexDly1.5x SPKY ... 5.75 +0.18 ...
GlbXBlockchain&Bit BITS .8 37.12 +3.08 .2228 InvscS&PSCInfTech PSCT ... 39.10 –0.03 ... SGIDynamicTactical DYTA ... 24.15 –0.46 ... AAMBahl&GynrS/M SMIG 2.2 21.53 –0.46 .0435 ArmorUSEquity ARMR 3.2 18.42 –0.97 .592 Convex1xSpikes SPKX ... 10.29 +0.23 ...
GlbXBlockchain BKCH .9 23.30 +1.32 .1917 InvscS&PSCMatls PSCM 1.0 58.82 –0.74 .1008 Spac&NewIssue SPCX ... 23.45 +0.01 ... AAM LowDurPfd PFLD 6.5 19.86 –0.18 .132 ArrowDJGlbYd GYLD 7.8 11.78 –0.14 .0697 CorbettRdTactOpp OPPX .6 22.15 –0.45 .1345
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

GlbXCannabis POTX 5.4 5.16 –0.29 .2064 InvscS&PSCUtil PSCU 1.8 46.86 –0.89 .3777 SPDRACWILoCarbon NZAC 1.9 27.06 –0.54 .2923 AAMS&PDevMk DMDV 6.0 19.79 –0.61 .1667 AvantisAllEquity AVGE 1.8 55.94 –1.09 .5732 CoreAlternative CCOR 1.2 28.18 +0.09 .0812
GlbXCnBiotech CHB .5 7.78 +0.44 .037 InvscVarRateInvt VRIG 5.7 24.89 –0.12 .1313 SPDRMSCIUSAClimtPA NZUS 1.3 22.93 –0.60 .06 AAMS&PEMHiDivVal EEMD 6.2 17.61 +0.05 .045 AvantisAllEqMktVal AVGV ... 48.60 –0.90 ... CoreAlphaGrCn CGRO ... 19.59 +0.30 ...
GlbXChinaInnov KEJI .6 10.79 –0.04 .0689 InvscWaterRscs PHO .8 49.77 –1.39 .0505 STF TactGrwIncm TUGN 12.5 20.23 –0.75 .2099 AAMS&P500HiDivV SPDV 4.4 25.33 –1.00 .0839 AvantisAllIntlMkt AVNM ... 47.76 –0.44 ... CS S&P MLP MLPO 6.3 14.80 –0.32 .2355
GlbXCleanWater AQWA 1.8 13.72 –0.05 .1069 iShAsia50ETF AIA 2.2 53.82 –0.53 .5273 STF TactGrw TUG 1.5 25.69 –0.66 .1159 AamTransformers TRFM ... 24.93 –0.80 ... AvantisAllIntlMkt AVNV ... 48.30 –0.43 ... DBGoldDoubleLg DGP ... 42.04 +0.93 ...
GlbXCleanTech CTEC .3 8.92 –0.46 .026 iShBiotech IBB .3 112.41 –4.76 .1532 SimplifyBitcoin MAXI 9.1 19.10 +2.29 .15 ABDisruptorsETF FWD ... 49.77 –1.60 ... AvantisCoreFixIncm AVIG 4.0 38.95 +0.23 .1404 DBGoldDoubleShrt DZZ ... 2.39 –0.08 ...
GlbXCloudComp CLOU ... 17.46 –0.64 ... iShBreakthroughEnv ETEC 1.0 19.93 –0.42 .1034 SimplifyUSEqu SPBC 4.5 23.73 –0.39 .10 AB HY HYFI 6.3 34.06 +0.15 .2016 AvantisCrMuniFx AVMU 2.4 43.72 –0.06 .0967 DBGoldShortETN DGZ ... 9.96 –0.19 ...
GlbXConsciousCos KRMA 1.0 28.60 –0.69 .1532 iShBrdUSDInvCpBd USIG 4.0 47.21 +0.34 .1676 SirenNasdNexGen BLCN .8 18.45 +0.21 .0149 AB TaxShDurMuni TAFI 3.2 24.49 ... .0636 AvantisEM AVEM 2.9 51.00 –0.35 .5818 DGA AbsRet HF ... 19.45 –0.04 ...
GlbX Cybersec BUG ... 22.61 –0.84 ... iShClimtConscious USCL 1.8 48.39 –1.58 .2174 SoFiBeYourOwn BYOB .1 13.80 –0.42 .0068 ABUSHiDividendETF HIDV 2.8 50.93 –2.48 .4046 AvantisEMVal AVES 3.7 41.72 –0.38 .4938 DayHaganNedRes SSUS .6 32.82 –0.82 .1925
GlbXDAXGermany DAX 2.9 25.93 –0.35 .6512 iShCopper&Mtls ICOP ... 22.44 +0.09 ... SoFiWeb3 TWEB 2.7 16.19 –0.38 .1726 AB US LC Strat LRGC ... 47.01 –1.01 ... AvantisInfltn AVIE 3.6 54.75 –1.71 1.4559 DayHaganSmFx SSFI 3.2 20.40 +0.13 .1774
GlbXDataCtr VPN 1.8 12.16 +0.14 .0767 iShCoreMSCITotInt IXUS 2.6 57.18 –0.66 .9815 SpearAlpha SPRX ... 15.80 –0.69 ... ABUSLowVolEquity LOWV 1.0 52.77 –1.33 .1553 AvantisIntlEquity AVDE 3.0 52.98 –0.74 1.0477 DayHaganSmIntl SSXU .6 25.43 –0.11 .1648
GlbXDisrMatls DMAT 2.1 14.47 –0.16 .1568 iShCore1-5YUSDBd ISTB 2.8 46.30 +0.19 .1245 SprottEnerTransitn SETM ... 16.27 –0.17 ... AB UltShIncm YEAR 4.6 50.16 +0.04 .2195 AvantisIntlLCVal AVIV 3.2 45.80 –0.54 1.0707 DefianceHotel CRUZ .1 16.96 –0.09 .0207
GlbXecomm EBIZ .1 16.62 –0.34 .0155 iShCoreS&PUSGrw IUSG 1.2 91.06 –2.78 .3496 SprottJrCopper COPJ ... 16.52 +0.04 ... AGF GlbInfr GLIF 3.1 22.50 –0.48 .1591 AvantisIntlSCEq AVDS ... 44.22 –0.41 ... DefianceNextGen FIVG 1.8 29.01 –0.75 .1265
GlbXEdu EDUT 1.4 20.20 +0.01 .0288 iShCoreS&PUSValue IUSV 2.1 71.48 –1.39 .4426 SprottJrUranium URNJ ... 21.93 –0.09 ... AGF USMktNeut BTAL 1.0 21.07 +0.32 .2132 AvantisIntlSCValue AVDV 3.5 54.76 –0.31 1.1645 DefNextGenH2 HDRO ... 5.56 –0.31 ...
GlbX EM Internet EWEB .3 19.98 +0.40 .064 iShCoreTotalUSDBd IUSB 3.5 43.05 +0.29 .1336 SprottLithium LITP ... 12.35 –0.12 ... AIPoweredEquity AIEQ 1.3 28.28 –0.55 .13 AvantisModAll AVMA ... 48.10 –0.63 ... DefPureEV EVXX 3.9 20.87 +0.49 .205
GlbXFinTech FINX .3 18.19 –1.00 .0505 iShCurrMSCIGermany HEWG 3.5 27.99 –0.35 .9113 SprottNickelMiners NIKL ... 17.55 +0.43 ... AlpsActiveEqOpp RFFC 1.7 41.08 –1.10 .0428 AvantisRealEst AVRE 3.8 35.52 –0.51 .4168 DefianceQuantum QTUM 1.0 44.84 –0.86 .1468
GlbXGen&Biotech GNOM ... 8.77 –0.40 ... iShESGAdvHYCorpBd HYXF 6.2 42.27 +0.13 .2344 Strive1000DivGrw STXD 1.2 25.38 –0.69 .09 ALPSCleanEnergy ACES 1.7 29.51 –1.07 .1353 AvantisRespEM AVSE 1.8 43.39 –0.30 .3835 DefS&P500EnhOpt JEPY 58.9 18.35 –0.30 .90
GlbX GreenBldg GRNR 3.7 19.09 –0.12 .2883 iShESGAdvMSCI DMXF 2.2 54.40 –0.54 .88 Strive1000Grw STXG .6 28.82 –0.79 .0522 ALPS DisrupTech DTEC .0 32.38 –1.31 .0079 AvantisRespIntl AVSD 2.4 46.27 –0.73 .7892 DemocracyIntlFd DMCY 3.0 21.51 –0.50 .0773
GlbX Health BFIT 1.1 20.18 –0.24 .1013 iShESGAdvMSCIEM EMXF 2.6 32.80 –0.13 .2427 Strive1000Val STXV 2.0 23.44 –0.65 .1385 ALPSEmgDivDogs EDOG 7.2 19.65 +0.07 .5133 AvantisRespUS AVSU 1.4 47.19 –1.27 .1723 DimenCalifMuniBd DFCA 2.0 48.51 –0.14 .1361
GlbXHydrogen HYDR ... 5.96 –0.31 ... iShESGAdvUSA USXF 1.3 33.24 –0.77 .1243 StriveSC STXK 1.2 23.30 –0.62 .0789 ALPS EqSecWgh EQL 2.3 96.00 –2.36 .5566 AvantisShortTrmFix AVSF 3.6 45.45 +0.14 .1539 DimenCoreFxIncm DFCF 4.4 39.74 –0.03 .19
GlbXInternetThings SNSR 1.0 28.40 –0.52 .113 iShESGAwareMSCI ESGD 2.5 65.90 –0.82 1.3665 T-Rex2XInvrTesla TSLZ ... 39.68 +1.52 ... AlpsGlbTravelBen JRNY .0 19.59 –0.28 .0082 AvantisUSEquity AVUS 1.6 69.78 –1.90 .2673 DimenEmgCore DFAE 3.0 21.63 –0.17 .286
GlbXMSCISuperDiv EFAS 7.3 12.67 –0.09 .0675 iShESGAwareEM ESGE 2.6 29.26 –0.17 .2272 T-Rex2XLgTesla TSLT ... 18.02 –0.87 ... AlpsInterMuni MNBD 3.3 24.45 –0.07 .0722 AvantisUSLCEq AVLC ... 47.70 –1.31 ... DimenEMCore2 DFEM 2.8 22.36 –0.20 .2904
GlbXMetaverse VR 7.8 20.93 –0.23 1.5721 iShESGAwareUSA ESGU 1.7 89.99 –2.30 .3992 TemaOncology CANC ... 21.26 –0.92 ... ALPSIntlDivDogs IDOG 5.2 26.12 –0.40 .2281 AvantisUSLCValue AVLV 2.1 49.96 –1.57 .234 DimenEMHiProf DEHP 3.5 21.89 –0.29 .3397
GlbXMillCnsmr MILN .2 28.54 –0.94 .0042 iShESG1-5YCpBd SUSB 2.6 23.71 +0.06 .0577 USTrea5YNote UFIV 3.8 47.49 +0.21 .1684 ALPSMedBreak SBIO ... 23.51 –0.90 ... Avantis US SC AVSC 1.4 41.17 –0.78 .1676 DimenEMSus1 DFSE 2.2 28.17 –0.27 .334
GlbXNasd100Col QCLR .3 23.33 –0.42 .0311 iShESGUSDCorpBd SUSC 3.9 21.33 +0.13 .0734 USTrea7YNote USVN 3.8 46.35 +0.25 .1554 ALPSREITDivDogs RDOG 8.1 31.14 –0.83 .7026 AvantisUSSCValue AVUV 2.0 73.38 –1.15 .3575 DimenEMValue DFEV 4.1 22.60 –0.22 .5153
GlbXNasd100Cv QYLD 12.5 16.39 –0.32 .1668 iShESGEMLdrs LDEM 1.2 40.81 –0.38 .3418 USTrea6MonthBill XBIL 5.1 50.13 +0.05 .2248 ALPSSectDivDogs SDOG 4.8 44.46 –1.16 .5447 AztlanGlbStk AZTD ... 18.65 –0.34 ... DimenGlbRealEstate DFGR 2.5 21.20 –0.31 .1959
GlbXNasd100RiskMgd QRMI 13.1 16.51 –0.33 .1674 iShESGIUSALdrs SUSL 1.5 72.21 –1.97 .314 USTrea10YN UTEN 3.9 42.00 +0.30 .1331 ARK Innovation ARKK ... 34.10 –1.93 ... B.A.D.ETF BAD .8 11.11 –0.41 .0842 DimenGlbSust DFSB 3.6 48.78 –0.32 .614
GlbXNasd100Tail QTR .3 22.44 –0.54 .0321 iShESGMSCIUSAMin ESMV 1.8 22.18 –0.41 .1149 USTrea30YBd UTHY 4.2 40.67 +0.49 .1416 ARK NextGen ARKW ... 50.04 –1.93 ... BNYMellonConc BKCI .4 42.36 –0.45 .1878 DimensInflatProt DFIP 4.0 39.48 –0.02 .1699
GlXNasd100CCGrw QYLG 5.9 25.73 –0.57 .1334 iShEmergFood IVEG 2.3 17.24 –0.26 .146 USTrea3mBill TBIL 4.4 50.06 +0.05 .2214 AtacCredit JOJO 4.7 13.74 +0.16 .0421 BNYMellonCoreBd BKAG 3.5 39.62 +0.23 .1189 DimenIntlCore DFAI 2.9 24.88 –0.31 .1404
GlbXNasdaq100ESGCC QYLE 12.7 24.43 –0.77 .249 iShS&P EM Infra EMIF 2.9 19.14 +0.07 .2247 USTrea3YNote UTRE 4.1 48.58 +0.16 .176 AtacUSRotation RORO 2.6 14.85 +0.18 .0066 BNYMellonEM BKEM 2.9 50.50 –0.42 .5803 DimenIntlSus1 DFSI 2.1 27.18 –0.32 .1649
GlbXPropTech PTEC .0 24.34 –0.50 .0045 iShEnvlInfr EFRA 1.0 24.58 –0.33 .2195 USTrea12mBill OBIL 4.5 49.89 ... .2188 AXSAstoriaInfltn PPI 3.4 24.97 –0.21 .1836 BNYMellonHYBeta BKHY 9.2 44.43 +0.24 .4316 DimenIntlValue DFIV 4.3 30.86 –0.50 .2892
GlbXRenewEner RNRG 1.5 9.26 +0.04 .0795 iShEnvAwRlEst ERET 2.7 21.60 –0.48 .1578 USTrea20YBd UTWY 4.3 42.29 +0.50 .1557 AXS Cannabis THCX 1.8 15.18 –0.64 .267 BNYMellonIntl BKIE 3.0 61.93 –0.84 .4447 DimenNatlMuniBd DFNM 2.3 46.23 –0.12 .1188
GlbX Robotics&AI BOTZ .2 22.34 –0.71 .0532 iShExponentialTech XT .6 48.21 –1.50 .141 USTrea2YN UTWO 4.3 47.95 +0.09 .1938 AXSChgFinESG CHGX 1.1 28.25 –0.85 .2997 BNYM RespHoriz RHCB 4.9 42.66 –0.33 .1561 DimenShDurFix DFSD 3.4 46.24 –0.19 .258
GlbXS&PCathDvxUS CEFA 2.3 25.76 –0.15 .37 iShFallAngelsUSDBd FALN 5.8 24.34 +0.16 .1206 ValkyrieBitcoin BTF 2.0 12.36 +1.45 .0731 AXSFstPriorityCLO AAA 5.7 24.87 +0.01 .1268 BNYMellonSustGlbEM BKES .4 35.87 –0.43 .1427 DimenUSCore DFAU 1.4 28.58 –0.78 .1047
GlbXS&P500Catholic CATH 1.3 50.00 –1.33 .2672 iSh5-10YIGCorpBd IGIB 3.9 47.81 +0.32 .1676 ValkyrieBitcoin WGMI ... 9.46 +0.75 ... AXS GreenAlpha NXTE 1.0 24.98 –0.72 .0364 BNYMellonSustIntl BKIS .9 39.03 –0.69 .3523 DimenUSCoreEq1ETF DCOR ... 45.76 –1.25 ...
GlbXSocialMedia SOCL .6 33.61 –0.59 .1909 iShGNMABond GNMA 3.4 40.90 +0.30 .1305 VanEckBiotech BBH .5 143.93 –6.02 .7488 AXSRealEstIncm RINC 11.5 20.94 –1.02 .20 BNYMellonSustUSEq BKUS .8 41.41 –2.18 .3352 DimenUSCoreEq2 DFAC 1.5 24.91 –0.65 .0967
GlbXSolar RAYS ... 11.43 –0.69 ... iShGSCICmDynRoll COMT 29.3 28.71 –0.46 8.3979 VanEckDigTrans DAPP ... 5.53 +0.45 ... abrdnBbgACLgStrK1 BCD 5.4 33.55 –0.01 1.801 BNYM LC Core BKLC 1.5 77.72 –1.96 .307 DimenUSEquity DFUS 1.4 44.51 –1.22 .1604
GlbXSuperDivREIT SRET 9.1 18.20 –0.40 .13 iShGlbCleanEner ICLN 1.2 12.89 –0.41 .1246 VanEckGaming BJK .5 37.08 –0.29 .1683 abrdnBbgAllCmdK1 BCI 20.6 21.39 –0.01 4.4075 BNYM US MC Core BKMC 1.6 75.04 –2.02 .3488 DimenUSHiProf DUHP 1.6 24.79 –0.70 .1245
GlbXTelemed EDOC ... 8.11 –0.34 ... iShGlbInfr IGF 2.9 41.37 –0.28 .6754 VanEckGlFallAnglHY ANGL 5.5 26.52 +0.17 .1363 abrdnBbgIndMtl BCIM .8 21.46 +0.36 .1774 BNYM US SC Core BKSE 1.5 74.93 –2.22 .3269 DimenUSLCVal DFLV 1.4 23.35 –0.61 .1233
GlbX ThemGrwth GXTG 2.0 20.90 –0.66 .1073 iShGlbTimber WOOD 2.1 70.04 –0.08 1.3364 VanEckGreenInfr RNEW .3 20.99 –0.66 .06 abrdnPhysGold SGOL ... 19.20 +0.26 ... BNYMellonUltraSh BKUI 4.1 49.21 +0.08 .1861 DimenUSMktVal DFUV 2.0 31.85 –1.01 .1755
GlbXVideoGames HERO .2 17.82 –0.16 .0271 iShiBdsDec30Trea IBTK 3.1 18.68 +0.10 .0397 VanEckPharm PPH 2.2 74.32 –3.50 .3398 abrdnPhysPall PALL ... 103.32 +1.56 ... Bahl&GaynorIncGwth BGIG .5 22.70 –0.55 .0508 DimenUSRealEst DFAR 3.5 18.51 –0.27 .2158
GlbXWindEnergy WNDY 1.5 11.89 –0.05 .1029 iShiBdsDec31Trea IBTL 3.2 19.28 +0.12 .0415 VanEckRetail RTH 1.1 164.16 –0.74 1.8448 abrdnPhysPlat PPLT ... 83.26 +0.59 ... BallastSmMid MGMT .9 32.19 –0.74 .2859 DimenUSSCETF DFAS 1.2 48.83 –1.16 .1592
GSNasdaq100Core GPIQ ... 38.78 ... ... iShiBdsDec33Trea IBTO 3.1 23.12 +0.18 .0616 VanEckRoboticsETF IBOT ... 32.57 –0.76 ... abrdnPhysPrecMt GLTR ... 88.68 +0.57 ... iPathBCarbon GRN ... 31.54 –0.95 ... DimenUSSCValue DFSV 1.5 23.61 –0.53 .102
GSS&P500CorePrem GPIX ... 39.03 ... ... iShiBdsDec32Trea IBTM 3.4 21.61 +0.15 .0673 VanEckSemicon SMH ... 138.31 –3.79 ... abrdnPhysSilver SIVR ... 22.14 –0.22 ... Barron's400ETF BFOR 1.7 53.15 –1.13 .8944 DimenUSSus1 DFSU 1.0 26.38 –0.70 .1008
Granite1.5xLgCoin CONL ... 9.20 –0.83 ... iShiBdsDec28Trea IBTI 3.1 21.43 +0.11 .063 VanEckVideoGam ESPO .8 49.32 –0.82 .3917 AbsoluteSelVal ABEQ 2.3 26.79 –0.37 .3968 BeaconSelect BSR ... 24.28 –0.43 ... DimenUSTargVal DFAT 1.6 42.71 –0.81 .1747
GrShr1.5xLgMetaDly FBL ... 91.75 –5.90 ... iShiBdsDec25Trea IBTF 3.8 23.11 +0.05 .0766 VangdEM GovBd VWOB 6.0 57.91 +0.47 .2966 AcademyVetImp VETZ 3.6 19.12 +0.13 .0729 BeaconTactical BTR ... 22.52 –0.86 ... DimenUltShFix DUSB .0 50.19 –0.02 .0696
GrShr1.5xLgNVDADly NVDL ... 75.30 –2.66 ... iShiBdsDec24Trea IBTE 3.9 23.86 +0.04 .0835 VangdGlblxUS RE VNQI .6 36.73 –0.39 .2353 AcquirersFund ZIG 1.1 29.43 –0.37 .3252 BitwiseBitcoinEW BTOP ... 28.87 +3.15 ... DimenWorldEq DFAW ... 47.12 –1.07 ...
GrShr1.5xShNVDADly NVD ... 30.16 +0.71 ... iShiBdsDec29Trea IBTJ 3.5 20.82 +0.12 .0604 VangdIntrCorpBd VCIT 3.8 74.66 +0.51 .264 ActivePassiveCore APCB 4.4 28.08 +0.19 .0843 BitwiseBitcoinStr BITC ... 28.74 +3.46 ... DimenWorldexUS DFAX 3.5 21.44 –0.25 .2142
GrShr1.5xShTSLADly TSDD ... 27.02 +0.89 ... iShiBdsDec27Trea IBTH 3.6 21.78 +0.08 .0747 VangdIntermTrea VGIT 2.6 56.71 +0.29 .138 ActivePassiveIntMu APMU 2.6 23.83 –0.01 .041 BitwiseCrypto BITQ ... 6.80 +0.45 ... DirexAuspiceBroad COM 5.8 29.44 –0.03 .3141
Granite1.75xLgAAPL AAPB ... 21.98 –1.12 ... iShiBdsDec26Trea IBTG 3.5 22.47 +0.06 .0691 VangdIntlDivApp VIGI 2.3 68.61 –1.27 .1822 ActivePassiveIntEq APIE ... 23.30 –0.55 ... BitwiseEthereum AETH ... 26.75 +2.71 ... DirexAeroBl3 DFEN 1.5 15.25 +0.13 .0607
GrShr1.75xLgBABA BABX ... 18.01 +1.05 ... iShiBdsDec23Trea IBTD 4.2 24.82 +0.04 .104 VangdIntlHiDiv VYMI 4.8 59.33 –0.67 .6826 ActivePassiveUSEq APUE ... 25.01 –0.68 ... BitwiseWeb3 BWEB ... 29.33 –0.63 ... DirexBrazilBull2X BRZU 5.1 73.00 –0.16 .3098
GrShr1.75xLgTSLA TSLR ... 19.50 –0.87 ... iShIndia50ETF INDY .2 43.67 –1.33 .0736 VangdLTCorpBd VCLT 5.3 68.78 +0.84 .326 AdaptivSelect ADPV .3 22.21 –0.74 .063 BlkRkFlexIncm BINC 5.2 49.84 +0.12 .238 DirexCSIChinaInt CWEB 1.3 32.27 +1.85 .175
Granite1.25xLTesla TSL ... 14.12 –0.45 ... iShIntlDevRealEst IFGL 2.2 17.83 –0.25 .202 VangdLongTrea VGLT 3.7 53.07 +0.70 .1765 AdaptiveAlphaOpps AGOX .2 21.93 –0.39 .0415 BlkRkFutClimt BECO .9 18.02 –0.34 .1397 DirexCSI300CnABl2 CHAU 2.7 14.61 +0.46 .0782
GrShr1xShAMDDly AMDS ... 27.55 +1.42 ... iShIntlTreasuryBd IGOV ... 36.86 –0.01 ... VangdMBS VMBS 3.4 42.76 +0.35 .136 AdaptiveHdgMult AMAX 8.6 7.06 –0.02 .0435 BlkRkFutFin BPAY .6 18.15 –1.28 .0808 DirexCloudBl2 CLDL ... 7.21 –0.58 ...
GuruFavoriteStocks GFGF .4 20.69 –0.72 .0836 iShJPMUSDEmBd EMB 5.2 81.00 +0.85 .3533 VangdRuss1000 VONE 1.5 186.38 –4.73 .7554 AdasinaSocJust JSTC 1.3 14.60 –0.40 .0875 BlkRkFutureHlth BMED ... 20.59 –1.04 ... DirexCnsDiscBl3 WANT .5 20.66 –0.98 .009
HorizKineticsMed MEDX ... 27.02 –1.52 ... iShLithiumMiners ILIT ... 16.05 –0.23 ... VangdRuss1000Grw VONG .8 66.29 –1.76 .1282 AdvShFocusedEqu CWS .5 48.54 –1.84 .2399 BlkRkFutInnov BFTR ... 23.89 –0.82 ... DirexDJBear3X WEBS 3.6 17.09 +1.80 .1617
HorizKineticsSpac SPAQ ... 98.91 –0.11 ... iShMBS MBB 3.5 86.76 +0.70 .2904 VangdRuss1000Val VONV 2.4 63.06 –1.60 .3883 AdvShGerber GK 1.3 15.37 –0.37 .1952 BlkRkFutureTech BTEK ... 19.02 –0.38 ... DirexDJBull3X WEBL .0 8.00 –1.15 .0001
IQGlbEquR&DLdrs WRND 2.0 22.73 –0.63 .1544 iShMSCIACWI ACWI 1.8 88.59 –1.81 .9529 VangdRuss3000 VTHR 1.7 182.01 –4.90 .7248 AdvShHotel BEDZ .2 22.68 –0.28 .0482 BlkRkFutureUSThem BTHM .7 22.28 –0.59 .0344 DirexElc&Auto EVAV 2.8 35.94 –3.61 .4749
IQ US LC CLRG 1.7 30.93 –0.72 .1588 iShMSCIACWIxUS ACWX 2.6 44.98 –0.50 .7978 VangdRuss2000 VTWO 1.8 65.62 –1.72 .3202 AdvShInsiderAdv SURE 1.6 90.40 –1.72 1.4759 BlkRkIntermMuni INMU 3.4 22.40 ... .0698 DirexEMBear3x EDZ 2.6 15.49 +0.33 .1289
IQUSLCR&DLdrs LRND 1.3 24.01 –0.81 .0723 iShMSCIACxJpn AAXJ 1.6 61.27 –0.43 .3966 VangdRuss2000Grw VTWG 1.0 148.60 –4.19 .3757 AdvShMSOS2xDly MSOX ... 2.29 –1.58 ... BlkRkLCValue BLCV 2.5 24.58 –0.54 .154 DirexEM Bull3 EDC 4.2 22.30 –0.48 .2968
IQUSMCR&DLdrs MRND .9 19.86 –1.05 .0341 iShMSCIBrazilSC EWZS 4.0 12.40 +0.08 .1692 VangdRuss2000Val VTWV 2.5 110.31 –2.54 .7937 AdvShPsychedelics PSIL .2 1.41 –0.02 .0034 BlkRkUSCarbon LCTU 1.6 44.97 –1.22 .2078 DirexEnerBr2x ERY 3.6 27.86 +3.31 .238
IQ US SC CSML 1.7 28.99 –0.60 .1038 iShMSCIChina MCHI 1.9 41.92 +1.00 .4292 VangdSTCpBd VCSH 2.9 74.95 +0.25 .2147 AdvShPureCannab YOLO 1.1 2.46 –0.45 .0056 BlkRkUSEqRotat DYNF 1.4 33.37 –1.14 .0819 DirexEnerBull2x ERX 3.0 58.03 –8.02 .4526
InvscActMgdETC PDBC 12.9 14.99 –0.06 1.9283 iShMSCICnMulti TCHI 1.3 16.46 +0.18 .1453 VangdShtTmInfltn VTIP 3.9 47.20 +0.08 .3419 AdvShPureUSCan MSOS ... 5.24 –1.44 ... BlkRkWxUSCarbon LCTD 3.5 38.19 –0.67 .7343 DirexChinaBr3 YANG 2.8 11.91 –0.94 .0899
 October 30, 2023 BARRON’S 53

D ATA EXCHANGE-TRADED PORTFOLIOS B A R R ON S .C OM / D ATA

Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div
Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
DirexChinaBl3 YINN 3.7 25.48 +1.55 .0653 FidelitySustLoDur FSLD 4.1 49.94 –0.15 .207 GabelliLovePlanet LOPP 2.2 21.94 –0.33 .4931 IQGlobalResources GRES .0 31.34 –0.25 .2831 InvscS&P400PrGrw RFG 1.0 36.89 –1.08 .0791 iShMSCICda EWC 2.7 31.48 –1.00 .346
DirexFTSEEurBl3x EURL 3.3 15.14 –0.75 .2214 FidelitySustUS FSST 1.0 19.16 –0.49 .037 GlbXAdaptiveUS AUSF 2.3 30.69 –0.33 .18 IQ HealthyHearts HART 1.4 25.84 –1.06 .089 InvscS&P400PrVal RFV 1.7 91.10 –1.37 .3553 iShMSCIChinaSC ECNS 3.8 26.27 +0.66 .3435
DirexFinlBear3 FAZ 2.5 23.57 +1.71 .149 FidelityTactBd FTBD 5.0 45.91 +0.11 .203 GlbXAdaptUSRisk ONOF 1.9 27.35 –0.79 .1823 IQ HedMultStra QAI 1.9 29.50 –0.21 .5682 InvscS&PMC400Mult QVMM 1.6 21.50 –0.60 .089 iShMSCI EAFE EFA 2.4 65.84 –0.73 1.3113
DirexFinlBull3 FAS 2.9 49.23 –3.90 .2928 FidelityTotalBd FBND 4.3 42.96 +0.27 .177 GlbXBrazilActive BRAZ ... 24.62 +0.08 ... IQMacKayCalif MMCA 3.7 20.56 ... .0637 InvscS&PMC400Rev RWK 1.2 87.20 –2.05 .2421 iSh MSCI EM EEM 2.4 36.53 –0.26 .3101
DirexGlbCleanBl2 KLNE 1.6 6.14 –0.42 .011 FidelityUSMulti FLRG 1.6 24.62 –0.73 .092 GlbXCarbonCredits NTRL .5 32.19 –0.98 .0833 IQMacESGCoreBd ESGB 4.8 19.60 +0.13 .0836 InvscS&PMCLowVol XMLV 2.6 47.52 –0.69 .3194 iSh MSCI EM SC EEMS 1.4 51.73 –0.60 .3311
DirexGoldMinBr2 DUST 3.2 12.39 +0.23 .1367 FidelityValFactor FVAL 1.8 45.72 –1.13 .20 GlbXCopperMiners COPX 2.7 33.72 +0.31 .5048 IQMacKayESGHi IQHI 7.2 24.95 +0.12 .1574 InvscS&PMCMom XMMO 1.2 74.81 –1.32 .149 iShMSCIFrance EWQ 2.8 33.76 –0.30 .8174
DirexGoldMinBl2 NUGT 1.6 31.15 –0.62 .1103 FidelityWomen FDWM 1.0 17.11 –0.53 .042 GlbXDefenseTech SHLD ... 25.09 –0.22 ... IQMacKayMulti MMSB .0 22.45 –0.23 .095 InvscS&PMCQual XMHQ 1.1 75.71 –1.67 .1372 iShMSCIGermany EWG 3.1 24.77 –0.42 .7587
DirexHlthcrBull3 CURE 2.1 76.46 –9.90 .4538 FieldUVAUnconMed FFIU 3.9 20.43 +0.18 .066 GlbXDow30CvGrw DYLG 3.9 23.87 –0.72 .0812 IQMacKayMuniIns MMIN 4.0 22.44 +0.01 .0756 InvscS&PMCValMom XMVM 1.8 42.65 –1.08 .1791 iShMSCIGloblEnProd FILL 4.8 24.61 –1.20 .401
DirexHmbldrBull3 NAIL .5 40.96 –1.04 .0362 FinSelSectorSPDR XLF ... 31.45 –0.75 ... GlbXDow30Cov DJIA 8.3 20.82 –0.29 .1422 IQMacKayMuniInter MMIT 3.5 23.28 –0.03 .0711 InvscS&P100EW EQWL 2.2 74.98 –2.00 .4288 iShMSCIHongKong EWH 3.5 16.81 +0.06 .3131
DirexIndlsBl3 DUSL 1.9 26.58 –2.07 .1407 FTActiveFactorLC AFLG 1.3 23.83 –0.84 .0716 GlbX EM Bd EMBD 5.0 20.60 +0.19 .092 IQMergerArbitrage MNA ... 31.41 +0.03 ... InvscS&PSCLowVol XSLV 2.4 37.81 –0.67 .1993 iShMSCIIndonesia EIDO 3.5 20.36 –0.56 .4814
DirexJrGoldMinBr2 JDST 3.4 7.13 +0.09 .0813 FTActiveFactorMC AFMC .7 22.30 –0.64 .0462 GlbX EM EMM ... 23.44 –0.16 ... IQRealReturn CPI .0 24.79 –0.22 .0283 InvscS&PSCMom XSMO 1.4 45.31 –0.45 .0998 iShMSCIIntlMom IMTM 2.6 30.44 –0.27 .4306
DirexJrGoldMnBl2 JNUG 1.5 28.74 –0.55 .1315 FTActiveFactorSC AFSM 1.1 22.44 –0.34 .0526 GlbXEMGreatCnsmr EMC ... 23.08 –0.07 ... IQ UltShrtDur ULTR 4.3 47.72 ... .1724 InvscS&P600PrGrw RZG 2.0 38.03 –0.42 .1268 iShMSCIIntlQual IQLT 2.4 32.36 –0.40 .4842
DirexIndiaBull2 INDL 1.6 44.88 –2.29 .2157 FT AlerDisr DTRE 3.2 35.59 +0.02 .1623 GlbX FTSE SE Asia ASEA 3.1 13.91 –0.09 .2818 IQWinslowFocLCG IWFG .0 30.42 –0.51 .0133 InvscS&P600PrVal RZV 1.5 83.38 –2.00 .2716 iShMSCIIntlSize ISZE 3.3 23.15 –0.29 .6105
DirexMexicoBl3 MEXX 2.4 18.30 +1.13 .0335 FT AlerianUSNext RBLD 1.3 48.57 –0.44 .1265 GlbXFinlCv FYLG 6.4 21.72 –0.56 .1112 IQWinslowLCGrw IWLG ... 30.00 –1.26 ... InvscS&PSC600Mult QVMS 1.9 20.36 –0.44 .0937 iShMSCIIntlValue IVLU 3.9 23.94 –0.34 .6309
DirexMcBull3 MIDU 1.5 26.92 –2.44 .0402 FstTrBbgEMDem EMDM 2.3 19.34 –0.20 .0984 GlbX GoldExpl GOEX 1.0 22.81 –0.29 .012 iMGPDBiHedgeStrat DBEH 6.0 26.31 –0.07 .394 InvscS&P600Rev RWJ 1.5 33.62 –1.02 .1238 iShMSCIIreland EIRL .9 50.68 –0.39 .4594
DirexNYSEFANG+Bull FNGG .7 62.78 –3.49 .23 FTBbgInfltnSens FTIF 1.7 20.33 –0.57 .0532 GlbX GuruIndex GURU .3 33.72 –0.98 .0526 iMGPDBiMgdFut DBMF 7.4 28.70 –0.23 2.2474 InvscS&PSCValMom XSVM 1.6 45.11 –0.66 .1925 iShMSCIIsrael EIS 2.0 44.72 –1.96 .548
DirexPharmBl3X PILL 2.7 4.95 –0.57 .0353 FT CnsDscAlpDx FXD .9 46.79 –1.61 .0542 GlbXHlthCare HYLG 5.5 23.15 –0.92 .0919 iMGP RBA Resp IRBA 3.9 8.52 –0.07 .0841 InvscS&PSpin-Off CSD .9 52.20 –1.56 .45 iShMSCIItaly EWI 4.0 29.08 –0.51 .7344
DirexRealEstBr3 DRV 2.3 69.94 +2.23 .4094 FT ConsStaples FXG 2.0 57.36 –0.61 .2054 GlbXIndiaActive NDIA ... 24.93 –0.44 ... ImpactAffHous OWNS 3.2 15.94 +0.16 .1337 InvscS&PUltDiv RDIV 5.0 34.73 –0.74 .4907 iShMSCIJapan EWJ 1.0 57.82 –0.31 .4306
DirexRealEstBl3 DRN 4.3 5.72 –0.27 .0653 FT DJ GlbSelDiv FGD 6.8 19.81 –0.09 .2411 GlbXInfoTech TYLG 5.9 28.34 –0.58 .1444 ImpactNAACPMinrty NACP 1.5 29.41 –0.89 .1206 InvscSemicon PSI .5 38.72 –1.22 .0246 iShMSCIJapanSC SCJ .8 65.34 +0.37 .5001
DirexRegBksBl3x DPST 4.2 42.22 –1.08 .4622 FT DJ Internet FDN ... 149.00 –6.27 ... GlbXIntRtHdg RATE 2.6 30.56 –0.85 .0529 ImpactYWCAWomen WOMN 1.2 28.82 –0.88 .0826 InvscSrLoan BKLN 8.8 20.77 –0.19 .1502 iShMSCIKLD400Soc DSI 1.4 77.74 –2.09 .3164
DirexRetailBull3 RETL 2.3 4.94 –0.35 .0221 FT DJ SelMicro FDM 2.3 51.55 –1.14 .2765 GlbXIntRt IRVH 3.9 21.31 +0.08 .0665 IndiaInternet INQQ ... 11.99 –0.47 ... InvscShTermTrea TBLL 4.1 105.48 ... .4502 iShMSCIKokusai TOK 1.9 85.44 –2.12 .8742
DirexRobAI2X UBOT .6 12.99 –0.80 .0432 FT Dow30EW EDOW 2.1 28.08 –0.31 .1453 GlbXLithium LIT 1.5 48.27 –0.70 .2077 IndSelSectorSPDR XLI 1.8 96.44 –2.26 .4264 InvscSolar TAN ... 40.95 –2.97 ... iShMSCIMalaysia EWM 2.9 20.41 –0.11 .3652
DirexS&P500Br3 SPXS 3.1 17.89 +1.33 .1585 FT EIP Carbon ECLN 2.6 22.38 +0.04 .1741 GlbX MLP&Energy MLPX 5.4 42.02 –1.00 .60 InfraCapEquity ICAP 10.3 20.74 –0.43 .18 InvscTaxMuniBd BAB 3.9 24.65 +0.14 .0856 iShMSCIMexico EWW 2.3 54.53 +1.26 .4584
DirexS&P500Bull2X SPUU 1.5 77.73 –4.20 .193 FT EnergyAlpDx FXN 3.1 17.19 –0.66 .0705 GlbX MLP MLPA 7.3 44.18 –0.93 .84 InfraCapMLP AMZA 8.3 34.15 –1.13 .24 InvscTotalRetBd GTO 4.4 43.74 +0.12 .1693 iShMSCINetherlands EWN 1.9 36.74 +0.17 .4681
DirexS&PBiotechBr3 LABD 2.0 29.48 +3.08 .1915 FT ExpTech XPND .3 19.66 –0.75 .0107 GlbXMSCIArgentina ARGT 1.9 39.23 –0.56 .2923 InfraCapREITPfd PFFR 8.8 16.30 –0.09 .12 InvscUltShDur GSY 4.4 49.69 +0.03 .2163 iShMSCIPacxJpn EPP 4.0 38.16 –0.11 .8146
DirexS&PBiotechBl3 LABU .4 2.48 –0.35 .002 FT FinlsAlpDx FXO 3.6 35.41 –0.60 .3702 GlbXMSCIChinaCm CHIC 1.1 13.24 +0.02 .1159 InnovBuffStep BSTP ... 25.63 –0.50 ... InvscVarRtPfd VRP 6.5 21.63 –0.20 .1604 iShMSCIPeru&Glb EPU 4.2 29.12 +0.12 .7234
DirexS&P500Br1 SPDN 4.5 15.52 +0.41 .2048 FT GlbWindEner FAN 2.1 13.47 +0.14 .0791 GlXMSCIChinaCnDisc CHIQ .3 17.95 +0.57 .0309 InnovDeepwatFront LOUP ... 32.97 –1.86 ... InvscWildClnEngy PBW 6.2 24.80 –1.70 .1921 iShMSCIPhilippines EPHE 1.9 23.26 –0.88 .3106
DirexS&P500Bl3 SPXL 1.2 68.33 –5.69 .1944 FT HlthCareAlpha FXH .3 90.04 –3.94 .0332 GlbXMSCIChCS CHIS 1.4 17.64 +0.60 .1445 InnovEMPwrApr EAPR ... 23.63 –0.06 ... InvscZacksMC CZA 1.9 79.88 –1.58 1.5194 iShMSCIPoland EPOL 1.4 19.30 +0.62 .2684
DirexHiBetaBear3X HIBS 2.3 62.34 +6.70 .4161 FT HorizMgVolDev HDMV 3.5 25.96 –0.20 .266 GlbXMSCICnEner CHIE 5.8 15.42 +0.25 .4274 InnovEMPwrJan EJAN ... 26.90 –0.05 ... InvscZacksMltIncm CVY 5.8 21.02 –0.38 .2293 iShMSCISaudiArabia KSA 2.4 36.36 –0.82 .4889
DirexHiBetaBull3X HIBL .9 20.27 –2.63 .073 FT HorizMgVolDom HUSV 1.9 30.56 –0.53 .1434 GlbXMSCICnFinl CHIX 6.3 11.37 +0.08 .0405 InnovEMPwrJul EJUL ... 22.05 ... ... IonicInfltn CPII 2.5 20.34 –0.17 .0528 iShMSCISingapore EWS 5.1 17.23 –0.20 .6803
DirexS&POilBr2 DRIP 4.6 10.53 +0.86 .0927 FT HorizMgVolSM HSMV 1.6 28.06 –0.48 .1012 GlbXMSCIChinaHC CHIH .7 13.95 +0.79 .0453 InnovEMPwrOct EOCT ... 21.95 –0.10 ... iPathBloomCommTR DJP ... 32.62 +0.02 ... iShMSCISouthAfrica EZA 3.6 37.04 –0.10 .6807
DirexS&POilBl2 GUSH 2.1 36.63 –3.22 .2582 FT IndlsAlpDx FXR .8 53.31 –1.65 .1077 GlbXMSCICnIndls CHII 4.6 10.46 +0.27 .1772 InnovEqMgdFloor SFLR .6 24.91 –0.51 .0298 iShAAA-ACpBd QLTA 3.5 44.29 +0.32 .1408 iShMSCISthKorea EWY 1.3 54.64 –2.24 .6974
DirexSemiBr3x SOXS 4.0 13.37 +1.00 .1595 FT IndxxAero MISL .4 22.15 –0.21 .0222 GlbXMSCIChinaIT CHIK .8 14.07 –0.01 .0574 InnovGradTact IGTR .4 21.06 –0.28 .0748 iShA/PDividend DVYA 7.1 30.81 +0.13 .6215 iShMSCISpain EWP 2.8 26.18 –0.38 .3524
DirexSemiBl3 SOXL .9 15.10 –1.54 .0327 FTInnovLdrs ILDR ... 16.02 –0.70 ... GlbXMSCICnMatls CHIM 2.6 14.85 +0.44 .1966 InnovIBDBreakout BOUT 1.4 28.58 –0.56 .3982 iShBBBRatedCpBd LQDB 4.1 79.54 +0.54 .2819 iShMSCISweden EWD .6 30.80 –0.96 .1979
Direx7-10TreaBr3 TYO 2.5 16.16 –0.30 .1282 FTInstPfdSecs FPEI 6.2 16.48 –0.04 .074 GlbXMSCICnRlEst CHIR 7.5 14.64 +0.09 .2067 InnovatorIBD50 FFTY 2.9 20.60 –0.87 .0021 iShBBCpBd HYBB 6.6 43.09 +0.23 .2346 iShMSCISwitz EWL 2.5 41.61 –0.73 1.0215
Direx7-10TreaBull TYD 2.7 23.10 +0.39 .1686 FT InterDurIGCp FIIG 5.6 19.13 +0.08 .09 GlbXMSCICnUtil CHIU 3.2 12.53 +0.34 .1463 InnovIntDevPwApr IAPR ... 23.62 –0.12 ... iShAgencyBond AGZ 3.0 105.55 +0.37 .2918 iShMSCITaiwan EWT 5.4 43.46 –0.75 7.5576
DirexScBear3 TZA 2.5 39.84 +3.04 .2884 FT IntermGovtOpp MGOV 4.7 18.97 +0.14 .075 GlbXMSCIColombia GXG 7.1 20.26 –0.14 .422 InnovIntDevPwJan IJAN ... 26.88 –0.26 ... iShCMBSETF CMBS 3.0 44.58 +0.24 .1208 iShMSCIThailand THD 3.0 59.91 +0.37 1.2061
DirexSCBull3 TNA 1.7 21.82 –1.87 .017 FT LtdDurIG FSIG 4.4 18.30 +0.01 .075 GlbX MSCIGreece GREK 2.7 33.27 +0.38 .2174 InnovIntDevPwJul IJUL ... 24.88 –0.09 ... iShGovtCreditBd GBF 2.8 98.66 +0.57 .2643 iShMSCIUSAESGSel SUSA 1.6 85.36 –2.34 .3951
DirexKRBull3 KORU 2.3 5.42 –0.74 .0149 FT LgDurOpps LGOV 3.7 19.64 +0.23 .0775 GlbXMSCINextEm EMFM 2.9 16.95 –0.21 .2903 InnovIntDevPwOct IOCT ... 25.42 –0.21 ... iShBlockchain IBLC 1.7 15.74 +0.53 .1923 iShMSCIUSAEW EUSA 1.7 70.68 –1.93 .329
DirexTechBear3 TECS 3.7 17.04 +0.89 .1535 FT Long/Short FTLS 1.7 52.19 –0.33 .2057 GlbXMSCINigeria NGE .0 7.40 –0.54 .89 InnovIntDevPwSep ISEP ... 23.77 –0.14 ... iShBloomRollSel CMDY 4.2 52.05 +0.04 2.172 iShMSCIUSASize SIZE 1.6 110.30 –2.90 .554
DirexTechBull3 TECL .4 40.18 –2.35 .0399 FT MgdFutures FMF 2.5 48.60 +0.11 .379 GlbXMSCINorway NORW 5.7 22.92 –0.37 .8444 InnovPwrBuffStep PSTP ... 26.08 –0.40 ... iShCalifMuniBd CMF 2.3 54.14 ... .1164 iShMSCIUK EWU 3.6 30.21 –0.60 .6224
DirexTransportBl3 TPOR 1.1 17.71 –3.94 .0971 FT MatAlpDX FXZ 2.2 59.45 –0.50 .3224 GlbXMSCIPakistan PAK 7.1 15.03 +0.12 .3376 InspireCorpBd IBD 3.4 22.33 –0.02 .0884 iShChinaLC FXI 2.3 25.67 +0.64 .1544 iShMSCIWorldETF URTH 1.7 115.01 –2.64 1.1697
DirexTravelBull2X OOTO .6 9.43 –0.34 .0347 FT MergerArb MARB 2.5 20.03 –0.07 .2487 GlbXMSCIPortugal PGAL 4.5 9.58 +0.24 .3734 InspireFaithMC GLRY 1.0 23.89 –0.53 .0433 iShCmdCurve CCRV 30.1 22.15 +0.02 6.6732 iShMicroCap IWC 1.5 90.78 –2.26 .428
Direx20+TreaBr3 TMV 1.7 50.10 –2.17 .2607 FT MngstrDiv FDL 4.8 31.58 –0.96 .3611 GlbXSuperDivEM SDEM 8.2 22.39 +0.03 .16 InspireFidMulti FDLS .9 24.65 –0.57 .0338 iShAggrAllocation AOA 2.1 60.96 –0.90 .2249 iShMornGrw ILCG .8 57.56 –1.39 .1218
Direx20+YrTrBull TMF 4.4 4.08 +0.14 .0502 FT Multi-MgrLG MMLG ... 19.51 –0.53 ... GlbXMSCIVietnam VNAM 1.0 14.82 –0.87 .03 InspireGlbHope BLES 1.9 30.16 –0.64 .1458 iShConsAllocat AOK 2.8 33.17 –0.08 .0877 iShMornMC IMCB 1.8 56.23 –1.44 .2991
DirexUtilBl3X UTSL 3.4 17.18 +0.50 .1437 FT MultMgrSC MMSC ... 14.20 –0.42 ... GlbX1-3MT-Bill CLIP 4.2 25.11 +0.02 .1085 InspireIntl WWJD 2.5 25.16 –0.34 .153 iShCoreDivGrowth DGRO 2.7 47.36 –1.23 .3882 iShMornMCGrw IMCG 1.0 53.24 –1.89 .1455
DirexHCMTact HCMT 1.1 23.21 +0.01 .0638 FT MultiAlt LALT .6 19.96 ... .0924 GlbXRuss2000Cvr RYLG 6.1 22.07 –0.59 .1127 Inspire100 BIBL 1.0 29.25 –0.86 .0741 iShCore5-10YUSDBd IMTB 4.2 40.19 +0.21 .156 iShMornSC ISCB 1.9 43.13 –1.29 .2358
DirexHydrogen HJEN 1.5 10.88 –0.28 .0414 FT NaturalGas FCG 3.2 25.91 –0.94 .151 GlbXRuss2000Cvr RYLD 13.7 15.87 –0.37 .1616 InspireS/MC ISMD 1.2 28.21 –0.73 .109 iShGrwthAllocation AOR 2.4 47.73 –0.42 .222 iShMornSCGrw ISCG 1.0 35.43 –1.13 .1031
DirexMoonInnov MOON 1.7 8.63 –0.52 .1301 FT NY Muni FMNY 3.5 25.04 –0.01 .076 GlbXS&P500Coll XCLR 1.3 24.54 –0.34 .1782 InspireTactBal RISN 2.8 21.71 –0.41 .1055 iShCoreHiDiv HDV 4.3 93.77 –3.11 .7964 iShMornSCValue ISCV 2.7 47.77 –1.26 .374
DirexWorkFrHome WFH .3 44.09 –1.41 .0273 FT NA Energy Infra EMLP 4.0 26.08 –0.25 .2823 GlXS&P500CCGrw XYLG 5.6 25.64 –0.66 .1328 InvscAI&NextGen IGPT .5 30.73 –1.16 .1681 iShCoreMSCIEM IEMG 2.5 45.74 –0.33 .4832 iShMornUS ILCB 1.6 56.59 –1.42 .2734
DistillUSFundSt DSTL 1.5 42.54 –1.29 .1445 FT NyseArcaBio FBT ... 132.50 –5.90 ... GlbXS&P500Cv XYLD 11.6 37.59 –0.90 .3835 InvscActvUSRlEst PSR 3.5 74.82 –0.98 .6899 iShCoreMSCIEur IEUR 3.2 47.22 –0.72 1.1748 iShMornValue ILCV 2.5 61.65 –1.77 .4484
DoubleLineCmclRE DCMB 4.7 50.42 +0.06 .2007 FT PfdSecs FPE 6.6 15.46 –0.10 .0604 GlbXS&P500ESGCC XYLE 8.4 23.33 –0.82 .1831 InvscAero&Def PPA .5 79.63 –0.86 .1169 iShMSCIIntlDev IDEV 2.6 55.44 –0.72 1.0833 iShNatlMuniBd MUB 2.7 101.22 –0.16 .2418
DoubleLineMtgETF DMBS 4.0 45.94 +0.35 .1781 FT S&P500DivFr FCFY ... 18.65 –1.14 ... GlbXS&P500QualDiv QDIV 3.5 29.15 –0.71 .085 InvscBiotech PBE .0 52.52 –2.88 .0141 iShCoreMSCIPacific IPAC 2.4 53.33 –0.21 .778 iShNeurosci IBRN .0 19.08 –0.87 .0082
DoubleLineOpp DBND 4.5 43.25 +0.28 .193 FT S-NetStream BNGE .2 19.84 –0.40 .0244 GlbXS&P500Risk XRMI 13.1 18.44 –0.32 .1922 InvscBbgMVPMult BMVP 1.5 35.06 –0.90 .1452 iShModAllocation AOM 2.7 37.83 –0.12 .2154 iShNYMuniBd NYF 2.4 50.32 –0.14 .1044
DoubleLineShill CAPE 1.0 22.70 –0.55 .0566 FT StoxxEurSel FDD 6.8 10.28 ... .1489 GlbXS&P500Tail XTR 1.1 23.95 –0.53 .1033 InvscBbgPricingPwr POWA 1.6 63.22 –0.69 .9815 iShCoreS&P500 IVV 1.6 412.55 –10.57 1.987 iShResidentMultiRE REZ 3.6 61.40 –2.67 .682
DriveWealthICE100 CETF ... 24.63 –0.43 ... FT ShDurMgMun FSMB 2.4 19.34 –0.04 .042 GlbXSilverMiners SIL .4 24.67 –0.28 .0313 InvscBldg&Constr PKB .5 46.95 ... .0491 iShCoreS&P MC IJH 1.6 232.04 –6.51 1.1382 iShRobotics&AI IRBO .7 28.37 –0.92 .1526
DynShVolFut WEIX ... 23.93 –0.46 ... FTSkyBridgeCrypto CRPT .0 5.33 +0.52 .001 GlbX SuperDiv SDIV 13.8 20.19 –0.21 .21 InvscCA AMT-Fr PWZ 3.1 22.76 –0.02 .0586 iShCoreS&P SC IJR 1.8 87.61 –2.04 .4592 iShRuss2000Val IWN 2.6 125.51 –2.91 .9414
EABridgewayBlueChp BBLU ... 9.23 –0.25 ... FT S&P REIT FRI 3.8 21.37 –0.60 .3398 GlbXSuperDivUS DIV 8.0 15.43 –0.33 .105 InvscCEFIncmComp PCEF 11.1 16.01 –0.36 .131 iShCoreS&PTotUS ITOT 1.6 90.04 –2.37 .443 iShRussell3000 IWV 1.5 234.36 –6.08 1.0085
EmgqEM Internet EMQQ ... 28.31 +0.33 ... FT TCW EM Debt EFIX 6.8 14.64 +0.05 .08 GlbXSuperIncPfd SPFF 7.6 8.18 –0.01 .048 InvscChinaTech CQQQ .1 34.45 +0.33 .0331 iShCore10+YUSDBd ILTB 5.0 45.25 +0.50 .1882 iShRussMC IWR 1.7 64.84 –1.75 .3255
ETCGavekalAP AGOV .0 71.98 –0.04 1.7409 FT TCW SecPlus DEED 5.9 19.52 +0.07 .10 GlbXUSCashKings FLOW 1.9 25.00 –0.81 .041 InvscCurrShAUD FXA .9 62.77 +0.27 .0675 iShCoreUSAggBd AGG 3.2 92.59 +0.59 .2573 iShRussMCGrowth IWP .8 85.66 –2.95 .18
ETC6MeridHdg SIXH 2.5 31.18 –0.84 .0398 FT TCWUnPlBd UCON 5.0 23.64 +0.13 .11 GlbX US Pfd PFFD 7.2 17.61 –0.03 .105 InvscCurrShGBP FXB 2.4 116.64 –0.39 .3136 iShCoreUS REIT USRT 3.9 44.09 –1.22 .5927 iShRussMCValue IWS 2.1 97.63 –2.40 .5817
FT TechAlphaDEX FXL .2 104.07 –3.80 .027 InvscCurrShCAD FXC 1.9 70.60 –0.24 .1418 iShRuss1000 IWB 1.5 225.16 –6.05 1.0061
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ETC6MeridLowBeta SIXL 1.8 30.04 –0.32 .0213 GlbX Uranium URA .2 25.28 –0.41 .0492 iShCurHdgMSCIUS HAWX 2.4 26.54 –0.26 .4491
ETC6MeridMega SIXA 2.5 32.39 –1.03 .0415 FT USEquityOpp FPX 1.0 76.38 –0.33 .0594 GlbXVarPfd PFFV 6.9 21.83 –0.26 .13 InvscCurrShEuro FXE 1.2 97.68 +0.10 .1743 iShCurrHdgMSCICda HEWC 2.8 28.80 –0.28 .0723 iShRuss1000Grw IWF .8 257.47 –7.03 .5138
ETC6MeridQulGrw SXQG .1 22.66 –0.73 .0051 FT UltShDurMuni FUMB 2.1 19.97 +0.02 .039 GodBlessAmer YALL .2 25.06 –0.61 .0418 InvscCurrShJPY FXY ... 62.10 +0.11 ... iShCurHdgMSCIEAFE HSCZ 1.8 26.14 –0.28 .4727 iShRuss1000Val IWD 2.3 143.69 –3.70 .9856
ETC6MeridSC SIXS 1.9 40.81 –0.35 .0305 FT UtilAlpha FXU 2.9 28.18 –0.11 .2611 GS AccessHYCpBd GHYB 6.3 41.34 +0.20 .2242 InvscCurrShCHF FXF .0 98.69 –1.07 .0018 iShCurHdMSCIEurozn HEZU 2.4 29.33 –0.18 .5856 iShRussellTop200Gr IWY .7 149.62 –3.86 .2973
ETFBGreenSRI RITA 3.8 16.21 –0.56 .1649 FT ValLineDiv FVD 2.6 36.09 –0.53 .1829 GSAccessIGCpBd GIGB 3.8 42.41 +0.33 .1485 InvscDBComm DBC .6 25.00 –0.13 .1447 iShCurrMSCIJapan HEWJ .8 33.01 –0.22 .1898 iShRussellTop200 IWL 1.5 99.76 –2.57 .4154
ETFMGAltHarvest MJ 4.7 2.70 –0.33 .03 FT Water FIW .8 77.30 –2.13 .1441 GS IGCorp1-5YBd GSIG 3.3 45.47 +0.15 .1204 InvscDBAgriFd DBA .4 22.05 +0.13 .0964 iShCurrHdgMSCIUK HEWU .0 24.81 +0.06 .0711 iShRussellTop200Vl IWX 2.3 62.27 –1.67 .433
ETFMG PrimeCyber HACK .2 49.87 –1.53 .01 FlexShSelBdFd BNDC 3.2 20.84 +0.13 .0606 GSTreasury0-1Y GBIL 4.2 100.12 +0.10 .4068 InvscDBBaseMet DBB 1.0 18.33 +0.33 .1837 iShCybersecurity IHAK .1 36.37 –0.11 .0128 iShRussell2000 IWM 1.7 162.21 –4.23 .8289
ETFMGPrmJrSilv SILJ .1 8.64 –0.19 .0057 FlexShDevMkxUSQu QLVD 3.0 23.43 –0.45 .1122 GSAccUSAggBd GCOR 3.7 38.93 +0.13 .1437 InvscDBEnerFd DBE .7 23.10 –0.48 .1707 iShUSFinSvcs IYG 2.3 145.02 –3.79 .8778 iShRuss2000Gw IWO .9 204.07 –6.19 .4549
ETFMG PrimeMob IPAY ... 35.22 –2.18 ... FlexShDiscDurMBS MBSD 3.4 19.56 +0.16 .0559 GSActiveBetaEM GEM 2.9 27.61 –0.21 .2084 InvscDBOilFund DBO .6 17.70 –0.07 .1002 iShUSHealthcare IYH 1.3 257.23 –10.75 1.1702 iShS&PMC400Growth IJK 1.2 67.78 –1.88 .2628
ETFMG TravelTech AWAY ... 14.96 ... ... FlexShESG&Climt FEDM 2.9 41.48 –0.39 .2289 GSActiveBetaEurope GSEU 3.4 30.14 –0.44 .9132 InvscDBPrecMetls DBP .4 51.16 +0.49 .2176 iSh US Finls IYF 2.0 70.70 –1.54 .3944 iShS&P500Grw IVW 1.1 65.78 –2.03 .2228
ETFMG Treat GERM 1.4 15.76 –0.34 .04 FlexShESG&Climt FEEM 2.5 42.08 –0.77 .4555 GSActiveBetaIntlEq GSIE 3.3 28.56 –0.34 .1388 InvscDBUSDBear UDN .7 18.36 –0.02 .1275 iShUSPharm IHE 2.1 166.63 –8.02 .9018 iShS&P500Value IVE 2.0 147.64 –2.82 .84
ETFMG US Alt MJUS ... 1.32 –0.27 ... FlexShsESG&ClimtIG FEIG 4.3 38.11 +0.22 .2138 GSActiveBetaJapan GSJY 2.0 32.18 –0.13 .3036 InvscDBUSDBull UUP .8 29.97 +0.13 .2466 iShUSMedDevices IHI .6 44.48 –1.65 .1157 iShS&PGSCIComm GSG ... 22.11 –0.30 ...
ETRACSAlerianMLP AMUB 6.7 15.45 –0.35 .2597 FSESG&ClimtUSLC FEUS 1.5 46.66 –1.39 .1708 GSActiveBetaUSLC GSLC 1.5 80.97 –2.00 .2744 InvscDJIADiv DJD 3.9 39.87 –0.56 .4002 iShESGAdvIGCpBd ELQD 3.9 74.78 +0.53 .2596 iShGlbUtilities JXI 3.7 53.53 +0.54 .9557
ETRACSAlernMLPInfr MLPB 6.6 20.70 –0.54 .3564 FlexShEMQualLo QLVE 3.2 21.38 –0.17 .4004 GS Active US SC GSSC 1.6 51.83 –1.16 .118 InvscESGS&P500EW RSPE 2.2 20.48 –0.55 .1102 iShAdvTotUSDBd EUSB 3.1 40.35 +0.15 .1103 iShS&PMC400Value IJJ 2.1 93.05 –2.75 .5744
EtracsAlerianMid AMND 7.0 38.04 –0.84 .6697 FlexGlbQualRlEst GQRE 3.2 45.97 –1.15 .4979 GSCommunityMuniBd GMUN 2.7 48.33 –0.12 .1103 InvscEMSovDebt PCY 7.3 17.67 +0.16 .1239 iShESGUSAggBd EAGG 3.2 44.64 +0.34 .1262 iShS&P100 OEF 1.4 193.71 –5.16 .7358
EtracsAlerMidstr AMNA 6.0 36.54 –0.92 .5643 FlexGlbUpstmNatRsc GUNR 3.2 38.83 –0.69 .2966 GS DefEquity GDEF 1.0 42.64 –0.64 .093 InvscEnerExpln PXE 2.9 31.92 –1.24 .1606 iShEM Dividend DVYE 10.2 23.33 –0.07 .6928 iShS&PSC600Value IJS 1.8 82.10 –2.40 .523
EtracsAlerMid AMTR ... 49.38 +0.57 ... FSHiYdValScored HYGV 9.1 38.72 +0.19 .3019 GS FutConsEq GBUY ... 24.32 –0.40 ... InvscFinlPfd PGF 6.5 13.19 –0.05 .0737 iShEurope IEV 2.9 45.53 –0.37 1.1033 iShNATech-Mult IGN .4 54.91 –2.08 .0747
FlexShiBoxx5YTIPS TDTF 3.8 22.88 +0.10 .0603 InvscFRMuniIncm PVI 3.1 24.81 –0.07 .0694 iShSelfDriving IDRV 2.5 31.50 –0.78 .4387
ETRACSBloomETN DJCB ... 21.26 +0.01 ... FlexiBx3YDurTIPS TDTT 3.6 23.24 +0.06 .0628 GS FutHlthCare GDOC ... 27.76 –1.37 ... InvscFood&Bev PBJ 2.6 40.70 +0.12 .1651 iShExpTechSftwr IGM .3 367.26 –12.25 .3918 iShShtNatlMuniBd SUB 1.6 102.99 –0.07 .1668
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

ETRACSIFEDInvest IFED ... 27.96 –1.49 ... FlexShIntQualDiv IQDE 5.1 18.72 –0.17 .277 GSFuturePlanet GSFP .4 25.27 –0.15 .0573 InvscFTSEDvMktxUS PXF 3.6 41.60 –0.57 .3301 iShFocusedValue FOVL 3.1 47.31 –0.77 .3817 iShSilver SLV ... 21.18 –0.22 ...
EtracsMvBusDev BDCZ 10.2 16.98 –0.28 .4437 FlexShIntQuDivDyn IQDY 4.8 24.11 –0.18 .4159 GS FutRealEst GREI 2.2 28.84 –0.27 .325 InvscDevMktxUSSM PDN 3.1 27.85 –0.28 .2256 iShFrontier FM 2.1 24.54 –0.82 .4276 iShTIPSBondETF TIP 2.6 103.22 +0.38 .1715
EtracsM1.5XLevCEF CEFD 18.0 15.81 –0.50 .2614 FlexShIntlQualDiv IQDF 5.0 20.56 –0.18 .3544 GS FutureTech GTEK .0 21.87 –0.74 .0017 InvscFTSERAFIEM PXH 5.0 17.26 –0.03 .3587 iShFutCloud5G IDAT .8 21.88 –0.51 .0524 iSh10-20YTreasBd TLH 4.2 94.84 +0.96 .356
EtracsM1.5XLevMtg MVRL 27.1 13.83 –1.12 .669 FlexShMDevMktxUS TLTD 2.7 59.47 –0.74 .3128 GSHedgeIndVIP GVIP .0 81.73 –2.22 .0101 InvscFTSEUS1000 PRF 2.1 30.37 –0.79 .1582 iShFutMetaverseTec IVRS .3 27.00 –0.53 .0377 iSh10+YIGCpBd IGLB 5.2 45.31 +0.53 .2132
ETRACSMonthPay2x SMHB 34.2 4.83 –0.34 .1375 FlexShEM FactTilt TLTE 3.2 46.09 –0.31 .5821 GS Innovate GINN .2 43.43 –1.19 .0547 InvscFundHYCpBd PHB 4.6 16.90 +0.02 .0816 iShGenomicsImm IDNA .4 17.37 –0.64 .0708 iShTreaFRBd TFLO 4.5 50.74 +0.06 .2133
ETRACS2xLvHiDiv HDLB 15.8 8.99 –0.37 .13 FlexShQualDivDef QDEF 2.4 52.45 –1.33 .2701 GS JUST US LC JUST 1.5 58.59 –1.49 .2085 InvscFundInvCpBd PFIG 3.6 22.36 +0.05 .0765 iShGlblCommSvcs IXP .7 65.76 –2.73 .457 iShDowJonesUS IYY 1.5 99.95 –2.66 .4223
EtracsQ1.5XLevMV BDCX 17.4 27.68 –1.02 1.2478 FlexShQualityDiv QDF 2.4 53.52 –1.54 .2871 GSMktBetaTotIntl GXUS 3.6 37.41 –0.84 .3375 InvscGlbClnEner PBD 4.2 13.23 –0.40 .0369 iShGlbCnsmrDisc RXI 1.2 136.79 –1.91 .955 iShUSBasicMatls IYM 2.0 120.85 –0.24 .7284
EtracsQ1.5XLevAl MLPR 10.8 46.56 –1.62 1.3218 FlexShSTOXXGlb NFRA 2.6 46.92 –0.44 .3201 GS MktUS1000 GUSA 1.5 35.52 –0.99 .1248 InvscGlbxUSHYCpBd PGHY 7.7 18.52 –0.04 .1462 iShGlblConStaples KXI 2.2 55.14 –0.64 .6136 iShUSBrokerDealers IAI 2.3 85.18 –2.21 .5785
ETRACS2xLvgdIFED FEDL ... 26.47 –1.88 ... FlexShUSQualLo QLV 1.8 50.52 –1.00 .1887 GSSCCoreEq GSC ... 37.97 –1.50 ... InvscGlblPrvEqu PSP 3.6 47.08 –1.02 .6003 iShGlobalEnergy IXC 4.6 39.51 –1.85 .7129 iShUSCnsmrDisc IYC .7 63.21 –1.19 .1258
ETRACS2xLvgMSCIUS ESUS ... 17.51 –1.89 ... FlexShUltSh RAVI 4.0 75.10 +0.06 .3022 GothamEnh500 GSPY 1.1 22.80 –0.63 .2613 InvscIndia PIN .5 22.64 –0.67 .1049 iShGlbEquityFactor GLOF 2.6 32.95 –0.16 .3556 iShUSCnsmrStpls IYK 2.9 180.07 –2.23 1.7765
Etracs2xLvUSMin USML ... 25.65 –1.88 ... FolioBeyondAltIncm RISR 6.5 34.20 +0.45 .18 Gotham1000Value GVLU ... 18.93 –0.46 ... InvscIntlCpBd PICB 2.4 20.68 +0.06 .0431 iShGlbFinls IXG 3.3 66.90 –1.46 1.1319 iShUS Energy IYE 3.1 44.54 –2.76 .3321
Etracs2xLvUSMom MTUL ... 13.97 –1.02 ... Formidable FORH 4.1 21.38 –0.68 .8686 GraniteBbgComm COMB 31.7 21.88 +0.03 6.9375 InvscInvGradeDef IIGD 3.6 23.31 ... .0804 iShGlbHlthcr IXJ 1.4 78.24 –3.07 .6436 iShUSEquity LRGF 1.7 41.50 –1.07 .1927
Etracs2xLvUSQu QULL ... 26.32 –3.08 ... FormidableFort KONG .5 24.34 –1.36 .1168 GraniteGold BAR ... 19.86 +0.27 ... InvscLCGrowth PWB .5 65.53 –1.28 .0326 iShGlblIndls EXI 1.9 106.65 –2.06 1.4875 iShUSHlthcrProv IHF .9 243.41 –6.74 .9556
Etracs2xLvUSDiv SCDL ... 25.85 –2.93 ... FrankDynMuniBd FLMI 3.8 22.65 +0.02 .0684 GraniteHipsUSHi HIPS 11.3 11.39 –0.30 .1075 InvscLCValue PWV 2.6 44.09 –1.53 .2603 iShGlbMaterials MXI 3.9 75.30 +0.09 1.3875 iShUSInsurance IAK 1.6 91.36 –1.13 .4908
Etracs2xLvUSGrw IWFL ... 21.72 –2.11 ... FrankEMCoreDiv DIEM 6.3 22.21 –0.16 .5422 GrShrNasdSel DRUP .6 36.75 –1.60 .0796 InvscLeisure&Ent PEJ .6 34.95 –0.51 .0176 iShGlobal100 IOO 1.8 70.98 –1.68 .7648 iShUSOilEquip IEZ .8 22.70 –0.91 .0708
Etracs2xLvUSSize IWML ... 12.15 –0.79 ... FrankFTSEAsiaxJpn FLAX 3.3 19.72 –0.11 .1786 GranitePlatinum PLTM ... 8.80 +0.06 ... InvscMSCIGrnBldg GBLD 4.7 14.69 –0.08 .1551 iShGlobalREIT REET 2.8 19.81 –0.46 .2679 iShUSRealEst IYR 3.4 73.62 –1.13 .9004
Etracs2xLvUSVal IWDL ... 24.13 –1.99 ... FrankFTSEAustralia FLAU 4.7 24.05 –0.15 .4788 GrayscaleFuture GFOF .7 10.91 +0.38 .0793 InvscMSCISusFut ERTH 1.2 38.92 –0.41 .1548 iShGlobalTech IXN .6 56.80 –1.05 .1657 iShUSRegBks IAT 4.8 30.98 –0.22 .4988
ETRACS2xM092548 PFFL 21.9 8.08 –0.05 .1475 FrankFTSEBrazil FLBR 12.1 17.92 +0.02 1.1351 GrizzleGrowth DARP 1.2 23.28 –0.74 .2875 InvscMSCIGlbTimb CUT 2.7 28.59 +0.13 .7803 iShGoldTr IAU ... 38.01 +0.54 ... iShUSSCEqFactor SMLF 1.8 47.85 –1.30 .2327
EtracsUBSBbg UCIB ... 25.27 +0.02 ... FrankFTSECanada FLCA 3.2 28.37 –0.97 .3028 HCM Def500 LGH .6 35.62 –0.66 .2048 InvscNatAMTFrMuni PZA 3.2 21.73 –0.14 .0583 iShGoldTrMicro IAUM ... 20.05 +0.28 ... iShUSTechBreak TECB .3 34.81 –1.05 .0232
ETRACSWhitUSCrit WUCT ... 25.27 –2.40 ... FrankFTSEChina FLCH 3.3 16.45 +0.32 .1873 HCM Def100 QQH ... 43.65 –0.56 ... InvscNYAMTFrMuni PZT 3.1 20.82 +0.08 .0558 iShiBdsDec31Cp IBDW 4.9 19.01 +0.14 .081 iShUSTech IYW .4 101.95 –3.08 .0887
EcofinGlbWater EBLU 2.0 36.21 –0.38 .3744 FrankFTSEEurope FLEE 3.6 24.28 –0.39 .5382 HarborDisruptInnov INNO ... 11.41 –0.37 ... InvscNextGen KNCT .7 74.47 –1.54 .1238 iShiBdsDec33Cp IBDY 4.7 23.51 –0.02 .0741 iShUSUtilities IDU 3.0 73.35 +0.83 .6644
Engy&MnlGrpEV CHRG ... 16.89 +0.14 ... FrankFTSEEZ FLEU 3.6 20.85 –0.22 .3512 HarborEnerTrans RENW .9 14.67 +0.04 .1317 InvscNextGenMedia GGME 3.0 31.59 –0.77 .3672 iShiBdsDec32Cp IBDX 5.0 22.98 +0.16 .0974 iShVirtualWork IWFH .4 12.65 –0.40 .0291
EnSelSectorSPDR XLE 3.6 84.63 –5.63 .6736 FrankFTSEFrance FLFR .0 28.00 +0.15 .4747 HarborHlthCr MEDI ... 21.12 –0.70 ... InvscOil&GasSvcs PXJ 1.7 29.73 –0.81 .2055 iShiBdsDec30Cp IBDV 4.1 20.07 +0.14 .0762 iShYdOptimizedBd BYLD 4.5 21.08 +0.08 .0896
ER Entrepreneurs ENTR ... 10.74 –0.36 ... FrankFTSEGermany FLGR 4.0 19.33 –0.33 .6924 HarborHumanUSLC HAPI .3 24.43 –1.47 .063 InvscPharm PJP 1.1 67.88 –2.73 .2013 iShiBdsDec28Cp IBDT 4.1 23.85 +0.10 .0854 iSh0-5YHYCorpBd SHYG 6.6 40.43 +0.20 .2344
ER Next Entre ERSX ... 10.94 –0.51 ... FrankFTSE HK FLHK 4.3 17.72 +0.07 .36 HarborHumanUSSC HAPS ... 22.20 –0.95 ... InvscPreferred PGX 8.0 10.21 –0.12 .0658 iShiBdsDec25Cp IBDQ 3.1 24.42 +0.05 .0671 iSh0-5YTIPSBd STIP 2.7 97.30 +0.17 .1572
EthoClimateLeader ETHO 1.4 46.46 –1.26 .15 FrankFTSEIndia FLIN .7 30.65 –0.80 .2121 HarborHumanUnc HAPY .2 16.90 –0.85 .0256 InvscRayJamesSB1 RYJ .8 51.62 –1.28 .3907 iShiBdsDec24Cp IBDP 2.8 24.78 +0.04 .062 iSh0-3MTreaBd SGOV 4.1 100.66 +0.09 .4118
EuclideanFundVal ECML ... 26.11 –0.50 ... FrankFTSEItaly FLIY .0 24.89 –0.11 .7629 HarborIntlComp OSEA .1 22.10 –0.36 .0234 InvscRuss1000EW EQAL 2.1 37.43 –1.00 .2314 iShiBdsDec29Cp IBDU 4.3 21.66 +0.11 .0845 JPM AlerianMLP AMJ 6.5 24.57 –0.47 .4101
FISChristianStock PRAY 1.2 22.28 –0.38 .2596 FrankFTSEJapan FLJP 2.2 25.38 –0.09 .361 HarborMultiAssetEx MAPP ... 18.90 –0.40 ... InvscS&PEMLowVol EELV 3.4 21.80 –0.12 .2937 iShiBdsDec27Cp IBDS 3.8 23.02 ... .0742 JacobForward JFWD ... 6.80 –0.25 ...
FIS KnightsofCol KOCG 1.9 20.76 –0.36 .3965 FrankFTSEJapanHdg FLJH 1.1 30.43 –0.21 .3196 HarborSciAlpHy SIHY 7.4 42.22 +0.18 .2751 InvscS&PEMMom EEMO 5.2 13.02 –0.28 .1358 iShiBdsDec26Cp IBDR 3.3 23.31 +0.07 .0693 JanusHendersonAAA JAAA 5.7 50.21 +0.08 .2764
FMC Excelsior FMCX .2 22.86 –0.98 .0362 FrankFTSELatAm FLLA 7.7 20.84 +0.18 .5243 HarborSciAlpIncm SIFI 5.2 41.36 +0.35 .1239 InvscS&P500BuyWr PBP 4.9 20.74 –0.35 .1679 iShiBdsDec23Cp IBDO .0 25.37 +0.03 .0935 JanusIntlSust SXUS 2.0 14.58 –0.15 .0824
FMQQ NextFront FMQQ ... 9.61 –0.39 ... FrankFTSEMexico FLMX 3.6 26.95 +0.55 .2805 HartfordDiscUS HDUS 1.1 40.51 –1.09 .1624 InvscS&P500Down PHDG 2.1 31.19 –0.15 .1288 iShiBdsOct31Tips IBIH ... 24.51 +0.09 ... JanusHendMtg JMBS 4.6 42.32 +0.38 .1692
FT EnerIncm EIPX 3.0 20.80 –0.40 .1968 FrankFTSESaudiAr FLSA 2.5 31.86 –0.62 .4828 HartfordLongEc HLGE 2.2 22.91 –0.63 .0771 InvscS&P500EnhVal SPVU 3.3 37.91 –1.27 .3586 iShiBdsOct33Tips IBIJ ... 24.33 +0.13 ... JanusHenShrtDur VNLA 6.1 47.98 +0.05 .1711
FairleadTactical TACK 1.5 22.31 –0.16 .082 FrankFTSESAfrica FLZA .0 19.56 –0.19 .4346 HartfordMultiDvxUS RODM 3.7 24.40 –0.26 .6676 InvscS&P500EWCm RSPC 1.1 25.23 –1.11 .1088 iShiBdsOct32Tips IBII ... 24.43 +0.12 ... JanusSust&Impact JIB 3.2 39.50 +0.33 .1249
FedHermesShDur FCSH 2.1 23.18 +0.09 .0439 FrankFTSE SKorea FLKR 3.8 18.69 –0.79 .1676 HartfordMultiEM ROAM 5.2 20.39 –0.14 .3492 InvsS&P500EWCD RSPD 1.3 38.50 –1.22 .1181 iShiBdsOct30Tips IBIG ... 24.63 +0.07 ... JanusSustCpBd SCRD 4.0 38.24 –0.51 .1469
FedHermesShDur FHYS 6.8 22.06 –0.11 .1273 FrankFTSESwitz FLSW 2.7 28.57 –0.51 .7361 HartfordMultSC ROSC 2.4 34.25 –0.49 .1579 InvscS&P500CnStp RSPS 13.6 28.56 –0.27 .2258 iShiBdsOct2028TIPS IBIE ... 24.87 +0.09 ... JanusHenUSRealEst JRE 3.1 18.94 –0.66 .1148
FedHermesUSStr FDV 3.6 21.32 –0.57 .0499 FrankFTSETaiwan FLTW 3.4 35.45 –0.66 .1624 HartfordMultiUS ROUS 2.1 38.71 –0.83 .1959 InvscS&P500EWEner RSPG 3.3 74.83 –3.69 .4825 iShiBdsOct2025TIPS IBIB ... 25.14 +0.02 ... JanusUSSust SSPX .4 20.10 –0.42 .0149
FidelityCorpBd FCOR 3.9 42.85 +0.15 .154 FrankFTSE UK FLGB 4.2 22.74 –0.48 .481 HartfordMuniOpps HMOP 2.9 36.26 –0.13 .0937 InvscS&P500EW RSP 1.9 133.66 –3.35 .6376 iShiBdsOct2024TIPS IBIA ... 25.20 +0.02 ... HancockCorpBd JHCB 4.6 19.52 +0.03 .0839
FidelityDivRising FDRR 3.1 38.23 –0.97 .277 FrankIncmFocus INCM 5.5 23.45 –0.12 .1038 HartfordSchCmd HCOM 38.5 16.29 –0.05 .1101 InvscS&P500EWFin RSPF 2.5 48.10 –0.86 .3027 iShiBdsOct29Tips IBIF ... 24.83 +0.07 ... HancockIntlHiDiv JHID 6.4 24.94 –0.27 .2931
FidelityHiDiv FDVV 3.7 37.10 –0.36 .307 FrankIntlCore DIVI 2.5 26.67 –0.38 .1517 HartfordSchTax HTAB 3.3 17.81 –0.08 .0511 InvscS&P500EWHC RSPH .7 25.34 –1.22 .0479 iShiBdsOct2027TIPS IBID ... 24.96 +0.07 ... HancockMtgBkd JHMB 4.5 20.29 +0.01 .0808
FidelityHYFactor FDHY 6.4 44.70 –0.38 .29 FrankIgCp FLCO 3.8 19.89 +0.14 .0687 HartfordTRBd HTRB 3.7 31.54 +0.24 .1084 InvscS&P500Ind RSPN 6.0 36.10 –0.85 .0979 iShiBdsOct2026TIPS IBIC ... 25.07 +0.05 ... HancockDevIntl JHMD 3.3 28.53 –0.29 .6674
FidelityIntlHiDiv FIDI 5.1 17.74 –0.10 .196 FrankMuniGreen FLMB 3.5 22.07 –0.05 .0654 HashdexBitcoinFut DEFI ... 41.53 +4.98 ... InvscS&P500EWMat RSPM 12.2 29.25 –0.21 .1698 iShiBoxx$HYCpBd HYG 6.0 72.36 +0.43 .3852 HancockMultEM JHEM 3.6 22.88 –0.16 .3383
FidelityIntlValue FIVA 3.8 21.61 –0.29 .159 FrankRespGold FGDL ... 26.83 +0.37 ... HealthCareSelSect XLV 1.7 123.14 –4.92 .5395 InvscS&P500RlEst RSPR 3.3 26.93 –0.63 .2459 iShiBoxx$IGCpBd LQD 4.3 99.61 +0.94 .399 HancockLC JHML 1.6 50.68 –1.27 .3519
FidelityIGBd FIGB 3.8 40.28 +0.13 .153 FrankShDrUSGov FTSD 3.7 89.18 +0.25 .3257 HennessyESG STNC .6 23.57 –0.87 .1464 InvscS&P500EWTech RSPT .7 26.28 –0.79 .0441 iShInfltnHdgHYBd HYGI 6.3 24.58 +0.08 .1454 HancockMC JHMM 1.3 44.18 –1.17 .2466
FidelityIGSecur FSEC 3.6 39.42 +0.23 .126 FrankSysStyle FLSP ... 22.10 –0.46 ... HorizonKinBlock BCDF .4 20.70 –0.07 .0524 InvscS&P500EWUtil RSPU 2.9 50.25 +0.17 .4643 iShInflHdgUSAggBd AGIH 3.1 23.45 +0.12 .0644 HancockMultiSC JHSC 1.3 29.77 –0.94 .1405
FidelityLtdTermBd FLTB 3.0 47.67 +0.02 .14 FrankUSCoreBd FLCB 3.1 20.18 +0.13 .0583 HorizonKineticsEn NVIR ... 25.97 –0.96 ... InvscS&P500xRt XRLV 2.7 43.61 –0.52 .1159 iShIntRtHdgCpBd LQDH 6.9 91.82 +0.27 .7474 HancockPfdIncm JHPI 7.1 19.86 –0.06 .104
FidelityLowVol FDLO 1.6 47.55 –1.12 .181 FrankUSCoreDiv UDIV 2.7 31.71 –0.86 .2042 HorizonKinInfltn INFL 1.6 29.68 –0.51 .1496 InvscS&P500GARP SPGP 1.2 86.55 –2.90 .3402 iShIntRtHdgHiYdBd HYGH 8.5 81.95 +0.14 .6993 HancockUSHiDiv JHDV 3.1 26.39 –0.76 .2014
FidelityCommSvs FCOM .8 38.03 –2.07 .097 FrankUSEquity USPX 1.2 35.84 –1.01 .1414 HoyaCapHiDivYd RIET 11.6 8.80 –0.22 .0855 InvscS&P500HiBeta SPHB .9 63.45 –2.44 .1747 iShIntRtLTCpBd IGBH 6.9 23.81 +0.19 .1642 JPMActiveBondETF JBND ... 49.53 +0.38 ...
FidelityMSCICnDisc FDIS .9 64.99 –0.96 .144 FrankUSLowVol FLLV 1.7 45.59 –1.25 .2393 HoyaCapHousing HOMZ 2.5 32.20 –1.02 .0675 InvscS&P500HiDiv SPHD 5.0 37.32 –0.87 .1767 iShIRHdgUSAggBd AGRH 4.2 25.52 +0.05 .1011 JPMActiveChinaETF JCHI ... 40.55 +0.91 ...
FidelityMSCICnStpl FSTA 2.6 41.14 –0.36 .283 FrankUSTreaBd FLGV 3.5 19.77 +0.11 .0533 HullTacticalUS HTUS .0 29.79 –1.09 1.6507 InvscS&P500LowVol SPLV 2.6 57.48 –0.67 .1448 iShIntlDevProp WPS 2.1 23.54 –0.28 .2539 JPMActiveGrw JGRO .1 51.62 –1.45 .0022
FidelityMSCIEn FENY 3.2 23.41 –1.43 .172 FrankUltShBd FLUD 3.9 24.73 +0.03 .0981 HumankindUS HKND 1.9 25.87 –0.75 .1154 InvscS&P500Mom SPMO 2.2 55.42 –1.14 .2783 iShIntlEquity INTF 2.9 24.65 –0.28 .5493 JPMActiveSCValue JPSV ... 46.31 –0.70 ...
FidelityMSCIFinls FNCL 2.4 44.01 –1.09 .244 FreedomDayDiv MBOX 2.9 24.83 –0.56 .1586 HypatiaWomenCEO WCEO ... 23.22 –0.87 ... InvscS&P500PrGrw RPG 1.5 29.02 –0.94 .0862 iShIntlSCEqFactor ISCF 3.1 27.72 –0.28 .5345 JPMActiveValue JAVA 1.7 48.63 –1.40 .2158
FidelityMSCIHlthCr FHLC 1.5 57.52 –2.36 .219 FundXAggressiveETF XNAV 1.5 49.38 –1.33 .7313 IMGPBerkDivGrw BDVG 1.9 9.27 –0.24 .045 InvscS&P500PrVal RPV 2.9 67.85 –1.92 .4564 iShJPM EM LC Bd LEMB .9 34.38 +0.17 .3002 JPMBetaUSAggBd BBAG 3.2 43.47 +0.26 .1515
FidelityMSCIIndls FIDU 1.5 51.08 –1.38 .194 FundXConservative XRLX ... 34.68 –0.48 ... IQ CBRENxtRlEst ROOF 3.8 16.59 –0.27 .1522 InvscS&P500Multi QVML 1.6 24.12 –0.65 .0919 iShJPX-Nikkei400 JPXN 1.1 61.32 –0.35 .4606 JPMBetaUSDIGCpBd BBCB 4.3 42.35 +0.30 .1919
FidelityMSCIIT FTEC .8 119.41 –2.45 .223 FundXETF XCOR 2.6 47.60 –1.31 1.233 IQCBRERealAssets IQRA 2.9 21.22 –0.29 .1469 InvscS&P500Qual SPHQ 1.7 47.93 –1.79 .1825 iShLatinAmer40 ILF 9.2 24.86 +0.21 .4787 JPMBeta US MC BBMC 1.6 69.87 –1.94 .2754
FidelityMSCIMatls FMAT 2.0 41.92 –0.20 .208 FundXFlexibleETF XFLX ... 23.81 +0.01 ... IQCandriamIntl IQSI 3.3 24.56 –0.30 .1154 InvscS&P500Rev RWL 1.7 74.89 –1.86 .327 iShrLifePath2025 ITDA ... 24.41 –0.13 ... JPMBeta US SC BBSC 1.8 48.58 –1.42 .2832
FidelityRealEst FREL 4.2 21.41 –0.35 .225 FutureFdActive FFND ... 17.02 –0.78 ... IQCandriamUSLC IQSU 1.4 35.93 –0.95 .1263 InvscS&P500Top50 XLG 1.1 32.88 –0.90 .0867 iShACWILowCarbon CRBN 1.9 143.83 –3.17 1.4967 JPMCarbonUS JCTR 1.4 55.61 –2.40 .192
FidelityMSCIUtils FUTY 3.6 37.67 +0.37 .384 FutFdL/S FFLS ... 18.32 –0.56 ... IQCandriamUSMC IQSM 1.3 24.65 –0.72 .0819 InvscS&P500ValMom SPVM 2.8 45.70 –1.06 .2647 iShMSCIAgProd VEGI 2.3 35.61 –1.00 .4188 JPMClimtChgSolns TEMP 1.2 33.55 –0.31 .4022
FidelityMomFactor FDMO 1.1 44.84 –0.95 .089 GGM Macro GGM ... 23.69 –0.37 ... IQCleanOceans OCEN 2.3 18.06 –0.14 .048 InvscS&PGlbWater CGW 1.5 44.46 –0.72 .6771 iShMSCIAustralia EWA 4.1 20.55 –0.08 .4168 JPM DivRetEM JPEM 4.0 47.70 –0.09 .8214
FidelityQualFactor FQAL 1.5 47.33 –1.53 .18 GabelliAuto GAST .7 21.77 –0.50 .1621 IQCleanerTrans CLNR 3.2 19.30 –0.42 .0739 InvscS&PIntDvLoVl IDLV 3.9 25.33 –0.08 .2285 iShMSCIAustria EWO 5.2 18.86 –0.18 .5803 JPM DivRetIntlEq JPIN 4.7 48.36 –0.39 .5097
FidelitySmallMid FSMD 1.7 30.35 –0.65 .122 GabelliCmlAerosp GCAD ... 24.03 –0.22 ... IQEngenderEqual EQUL 1.6 19.80 –0.78 .0774 InvscS&PIntlDev IDMO 3.3 31.85 –0.27 .3254 iShMSCIBIC BKF 1.5 32.50 +0.20 .2522 JPM DivRetUS Eq JPUS 2.6 89.72 –1.90 .5749
FidelitySustCore FSBD 4.8 43.83 +0.11 .172 GabelliFinSvcs GABF 1.2 27.44 –0.29 .3252 IQ FTSEIntlEq HFXI 2.3 22.06 –0.29 .1103 InvscS&PIntlDevQu IDHQ 2.7 25.07 –0.28 .172 iShMSCIBelgium EWK 2.1 16.19 –0.27 .333 JPM Div US MC JPME 2.1 79.30 –1.70 .4095
FidelitySustHY FSYD 7.0 43.18 –0.12 .274 GabelliGrwInn GGRW ... 17.97 –0.38 ... IQ500IntlETF IQIN 3.9 29.12 –0.27 .7951 InvscS&PMC400G GRPM 1.2 82.10 –1.95 .1508 iShMSCIBrazil EWZ 9.3 29.93 –0.01 .7562 JPM Div US SC JPSE 2.1 36.92 –0.59 .1824
 54 BARRON’S October 30, 2023

D ATA EXCHANGE-TRADED PORTFOLIOS B A R R ON S .C OM / D ATA

Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div
Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt.
JPMEquityPrem JEPI 10.2 51.51 –1.17 .3633 OverlaySCEq OVS 4.1 25.88 –0.92 .2825 ProShUltShCnsDisc SCC 2.5 22.17 +0.65 .1731 SPDR S&P400 MCG MDYG 1.3 64.85 –1.77 .213 SyntaxStratLC SSPY 1.7 61.92 –1.62 1.0772 VangdS&P500 Grw VOOG 1.1 237.26 –7.42 .7511
JPMHdgEqLad HELO ... 48.75 –0.86 ... PGIM AAA CLO PAAA 6.1 50.48 +0.04 .2268 ProShUltShCnsStp SZK 2.9 18.08 +0.44 .1927 SPDR S&P600SCpGr SLYG 1.5 68.97 –1.07 .2332 SyntaxStratMC SMDY 1.1 34.04 –2.12 .3591 VangdS&P500Val VOOV 2.0 142.76 –2.70 .6987
JPM HY Muni JMHI 4.8 46.17 –0.02 .1939 PgimActAggBd PAB 3.9 39.50 –0.45 .1453 ProShUltDow30 DXD 1.5 45.99 +2.04 .3439 SPDR Aero Dfns XAR .4 112.28 –2.47 .1247 SyntaxStratSC SSLY 1.2 36.80 –1.65 .4563 VangdS&PMC400 IVOO 1.5 78.64 –2.25 .2494
JPM Income JPIE 5.6 44.07 +0.17 .2299 PGIMActHYBd PHYL 8.0 32.63 +0.09 .2422 ProShUltShEner DUG 3.0 11.75 +0.55 .0801 SPDRS&PBank KBE 3.9 34.67 –0.20 .3679 SyntaxStratTM SYII 1.6 38.12 –2.76 .7347 VangdS&P400Grwth IVOG 1.0 84.65 –2.34 .8882
JPM IntlGrwth JIG .9 51.22 –0.73 .4767 PGIM FR Incm PFRL 8.5 49.87 –0.05 .427 ProShUltShEuro EUO ... 31.56 +0.17 ... SPDRS&PCapitalMkts KCE 2.1 80.30 –1.44 .3643 SyntaxStratUSTM SYUS 1.6 38.91 –1.55 .6641 VangdS&P400Val IVOV 2.1 71.80 –2.17 1.5093
JPMIntlResearchEnh JIRE 2.5 52.16 –0.62 1.3106 PGIMJennisFocGwth PJFG ... 60.40 –1.40 ... ProShUltChina50 FXP 1.5 36.99 –1.85 .1997 SPDR S&P EmAsPac GMF 2.8 94.06 –0.39 .856 SyntaxStrUSTMH SHUS 1.1 36.45 –0.67 1.3002 VangdS&P600 VIOO 1.6 81.22 –1.89 1.3104
JPM MktExpEnh JMEE 1.5 45.26 –1.08 .6611 PGIMJennisonFocVal PJFV .1 50.28 –3.23 .0591 ProShUltShEur EPV 1.8 11.99 +0.35 .0683 SPDREmMktsDiv EDIV 4.8 28.83 –0.11 .8864 TRowePriceBlueChip TCHP ... 26.46 –0.59 ... VangdS&P600Grwth VIOG 1.4 88.58 –1.58 .32
JPMRealtyIncm JPRE 3.4 37.37 –0.31 .3307 PGIMTRBd PTRB 5.7 38.97 +0.17 .1772 ProShUltShFin SKF 1.9 21.26 +1.05 .1551 SPDR S&P EM SC EWX 2.6 51.11 –0.16 .4807 TRowePriceCapAppr TCAF ... 24.03 –0.56 ... VangdS&P600Val VIOV 2.2 70.88 –2.07 .4343
JPMShDurCore JSCP 4.0 45.15 +0.19 .1654 PGIMUltraShBd PULS 4.9 49.45 +0.04 .2239 ProShUltShGold GLL ... 27.42 –0.69 ... SPDR S&P500 ESG EFIV 1.6 40.00 –1.06 .1497 TRowePriceDivGwth TDVG 1.4 31.05 –0.63 .1122 VangdST Bond BSV 2.2 75.13 +0.24 .1718
JPMSustMuniIncm JMSI 3.7 47.58 –0.02 .1523 Pimco25+YrZC ZROZ 4.3 66.38 +1.23 .71 ProShUSHlthCr RXD .5 14.67 +1.16 .0942 SPDR S&P 500 SPY 1.6 410.68 –10.51 1.5832 TRowePriceEqIncm TEQI 2.4 31.83 –0.76 .1789 VangdSTTaxExempt VTES 2.4 98.46 +0.04 .2162
JPMUSDEMSovBd JPMB 6.0 36.43 +0.37 .1609 PimcoBrdUSTips TIPZ 4.8 51.38 +0.20 .17 ProShUltShIndls SIJ 2.3 16.06 +0.80 .1702 SPDRS&P500Fossil SPYX 1.4 33.41 –0.80 .1157 T.RowePriceFR TFLR 7.0 50.47 –0.38 .3807 VangdSC VB 1.9 175.26 –4.89 .7353
JPM US Moment JMOM 1.4 39.33 –0.92 .1213 PimcoCmdStrat CMDT 2.6 27.32 +0.01 .321 ProShUltra7-10 PST 2.1 25.61 –0.12 .2095 SPDR S&P400 MCV MDYV 2.0 59.86 –1.74 .2927 T.RowePriceGrowth TGRT ... 24.34 –0.59 ... VangdTaxExemptBd VTEB 2.9 47.49 +0.06 .1241
JPM USQualFactor JQUA 1.4 41.50 –1.25 .141 PimcoEnhLowDur LDUR 3.7 93.65 +0.06 .36 ProShUltBrazil BZQ 2.5 14.98 –0.01 .1132 SPDRS&PGlbDiv WDIV 5.6 52.34 –0.13 .6469 TRowePriceGrowth TGRW ... 26.23 –0.69 ... VangdTotalStk VTI 1.6 203.12 –5.35 .7984
JPM US Value JVAL 2.8 32.85 –0.89 .1914 PimcoEnhShMatESG EMNT 4.9 98.11 +0.10 .43 ProShUltMSCIEAFE EFU 3.8 11.44 +0.27 .1749 SPDRS&PGlbInfr GII 3.5 47.21 –0.19 .7794 T.RowePriceIntlEq TOUS ... 22.36 –0.40 ... VangdTotWrldStk VT 2.2 88.97 –1.82 .4055
JPM UltShIncm JPST 2.2 50.21 +0.07 .212 PimcoEnhShMat MINT 4.4 100.12 +0.05 .451 ProShUltMSCIEM EEV 2.0 24.97 +0.35 .1848 SPDRS&PGlbNatRes GNR 4.2 53.45 –0.68 .9269 T.RoweQMUSBd TAGG 3.5 40.01 +0.12 .1487 VangdUtilities VPU 3.7 126.67 +1.34 1.2143
KFA MtLucasFut KMLM 4.8 32.41 –0.42 2.48 Pimco15+USTips LTPZ 4.1 50.52 +0.37 .12 ProShUltMSCIJpn EWV 2.1 15.48 +0.21 .1182 SPDRS&PHlthCrEq XHE .0 67.09 –3.17 .0066 TRowePriceSmallMid TMSL ... 23.11 –0.58 ... VangdValue VTV 2.8 131.82 –3.15 .8971
KPOP&KoreanEnt KPOP ... 15.44 –0.36 ... PimcoIntrmMuniBd MUNI 3.2 49.47 –0.03 .145 ProShUltShMatls SMN 2.6 10.82 +0.09 .0947 SPDRS&PHlthCareSvs XHS .3 78.14 –2.39 .0672 T.RowePriceTR TOTR 5.0 38.23 +0.05 .1718 VegTechPlant EATV .2 14.31 –0.07 .0286
KellyHotel HOTL 1.5 13.33 –0.21 .0462 PimcoInvGrdCpBd CORP 4.3 89.47 +0.59 .35 ProShUltMC400 MZZ 2.3 18.31 +1.03 .1363 SPDR S&P Home XHB 1.1 69.78 –1.08 .1895 TRowePriceUSEquity TSPA .9 25.32 –0.65 .2641 VeridienClimt CLIA ... 16.70 –0.37 ...
KellyResidential RESI 3.3 8.96 –0.52 .0311 PimcoMultiBd PYLD 5.9 23.99 +0.16 .12 ProShUltShQQQ QID .3 15.07 +0.75 .1763 SPDRS&PInsurance KIE 1.7 41.76 –0.52 .1568 T.RowePriceUSHY THYF 9.0 48.18 –0.32 .3521 VesperUSLCShort UTRN 1.2 21.63 –0.80 .2635
KingsbarnTactBd KDRN 2.4 21.91 +0.02 .1691 PimcoMuniIncm MINO 4.0 42.17 –0.01 .15 ProShUltRlEst SRS 2.1 22.77 +0.54 .1659 SPDRS&PInternet XWEB ... 66.07 –3.61 ... T.RoweUltSTBd TBUX 4.2 48.85 –0.15 .2186 VidentIntlEquity VIDI 5.0 21.52 –0.15 .0165
KnowldgLdrDevWld KLDW 1.8 36.06 –0.57 .6556 Pimco1-5USTips STPZ 1.4 50.32 +0.06 .05 ProShUltShRus2000 TWM 1.9 18.53 +0.96 .1268 SPDRS&PKenCleanPwr CNRG 1.4 58.42 –2.35 .1805 T.RowePriceValue TVAL ... 23.83 –0.61 ... VidentUSBdStrat VBND 4.2 41.04 +0.16 .169
KovitzCoreEquity EQTY .1 17.07 –0.63 .0133 PimcoPfd&Cap PRFD 5.7 44.15 +0.09 .223 ProShUltShS&P500 SDS 3.2 40.47 +2.06 .493 SPDRS&PKenFinalFr ROKT .5 37.98 –0.87 .0644 TacticalAdv FDAT ... 19.29 –0.21 ... VidentUSEquStrat VUSE 1.5 44.73 –1.19 .0032
KraneAPHiIncm KHYB 10.0 24.55 –0.09 .1608 PimcoDynMultEM MFEM 3.9 17.00 –0.13 .24 ProShUSSemi SSG 4.0 8.60 +0.37 .0636 SPDRS&PKenFut FITE .1 44.88 –1.12 .0225 TechSelectSector XLK .9 161.12 –2.82 .3603 VirtusDuffClnEn VCLN 1.0 15.43 –0.25 .1239
KraneBBCnBd KBND 2.5 30.19 –0.01 .0609 PimcoDynMultIn MFDX 3.7 25.61 –0.24 .20 ProShUltShSilver ZSL ... 19.66 +0.46 ... SPDRS&PKenInt SIMS 1.8 28.32 –1.29 .1065 TemaAmerReshoring RSHO ... 25.90 –0.51 ... VirtusInfrUSPfd PFFA 11.0 18.00 –0.24 .165
KraneBoseraCnA50 KBA 2.5 21.33 +0.21 5.7098 PimcoDynMultUS MFUS 2.3 36.29 –0.99 .21 ProShUltShSC600 SDD 1.9 29.06 +1.42 .1757 SPDRS&PKenNewEc KOMP 1.4 36.42 –1.13 .121 TemaLuxury LUX ... 21.18 –0.32 ... VirtusLifeSciBio BBC ... 16.88 –0.66 ...
KraneCICCCnCnsmr KBUY 1.3 15.57 +0.30 .1964 PimcoRafiESG RAFE 2.2 27.87 –0.73 .14 ProShUltShTech REW 3.4 11.73 +0.43 .1237 SPDRS&PKenSmart HAIL 2.6 26.05 –1.13 .2744 TeucriumAgriFd TAGS ... 31.01 –0.16 ... VirtusLifeSciBio BBP ... 45.32 –1.67 ...
KraneCICCCn5GSemi KFVG .4 13.93 –0.13 .054 PimcoSrLoanActive LONZ 8.3 49.89 –0.16 .33 ProShUltraSh20+ TBT 2.6 42.93 –1.19 .311 SPDR S&P Metals XME 1.7 49.38 +0.49 .1681 TeucriumAgK1 TILL .7 35.23 –0.08 .2559 VirtusNewABS VABS 3.7 23.34 +0.04 .0759
KraneCSICnInt KWEB ... 26.49 +0.85 ... PimcoShtTmMuni SMMU 2.7 48.87 +0.05 .131 ProShUltShUtil SDP 2.0 14.86 +0.55 .0481 SPDRS&PNAmNatRscs NANR 3.3 50.61 –0.44 .7006 TeucriumAiLALS OAIA ... 23.17 –0.14 ... VirtusNewfleetHYBd BLHY 7.2 20.30 +0.24 .1327
KraneShCaliCarbon KCCA .9 29.38 +0.76 .2033 PimcoUltShGovt BILZ 4.3 100.83 +0.09 .284 ProShUltShYen YCS ... 76.03 –0.12 ... SPDRS&POil&GasEq XES .5 88.29 –4.69 .1579 TeucriumAiLALSBase OAIB ... 25.08 –0.03 ... VirtusNewMultiBd NFLT 5.9 21.18 +0.05 .1141
KraneChinaInnov KGRO 4.1 13.22 +0.34 1.6455 Pimco0-5YHyCpBd HYS 6.5 88.76 +0.33 .55 PutnamBDC PBDC 10.7 29.07 –0.46 .7846 SPDRS&PRegionalBkg KRE 4.0 38.87 –0.23 .3754 TeucriumCornFd CORN ... 22.27 –0.53 ... VirtusPrvCrd VPC 12.2 20.17 –0.38 .5374
KraneCnInternet KLIP 64.2 16.54 –0.35 .6966 PMVAdaptRisk ARP .1 24.89 –0.11 .0137 PutnamBioRev SYNB ... 24.47 –1.46 ... SPDR S&P Semi XSD .4 171.23 –7.75 .1414 TeucriumSoybeanFd SOYB ... 27.56 +0.10 ... VirtusRealAsset VRAI 5.6 21.52 –0.34 .2111
KraneDynEMStrat KEM ... 24.10 +0.11 ... PacerAmEnInd USAI 5.3 26.93 –0.78 .12 PutnamESGCoreBd PCRB 3.6 46.15 +0.55 .173 SPDRS&P600SCV SLYV 2.2 66.67 –2.01 .3864 TeucriumSugarFd CANE ... 15.16 +0.27 ... VirtusReavesUtil UTES 2.6 41.45 +0.39 .27
KraneElcVehicle KARS 1.3 24.01 –0.65 .3192 PacerIndRealEst INDS 5.1 31.59 –1.01 1.0423 PutnamESGHY PHYD 6.0 47.86 +0.23 .29 SPDRS&PSC600ESG ESIX 1.9 23.69 –0.50 .0972 TeucriumWheatFd WEAT ... 5.80 –0.07 ... VirtusSeixSrLoan SEIX 8.6 23.73 +0.08 .1893
KraneElecMtls KMET .3 21.29 +0.11 .0279 PacerCFRAStovall SZNE 1.4 30.36 –0.90 .1386 PutnamESGUltSh PULT 4.7 50.21 +0.09 .2256 SPDRS&PSft&Svs XSW .2 117.57 –3.22 .1037 TexasCapEq TXS 1.1 22.60 –0.48 .061 VirtusStoneHarEMHY VEMY 10.5 23.89 –0.04 .185
KraneEMCnsTech KEMQ ... 13.24 +0.01 ... PacerFTSECnA50 AFTY 2.4 13.91 +0.20 .3295 PutnamEMxChina PEMX ... 39.57 –0.99 ... SPDRS&PTelecom XTL .9 64.20 –2.45 .2072 ThriventSmMCESG TSME .2 25.39 –1.05 .0418 WBIBullBrQu3000 WBIL 1.1 27.88 –0.77 .0787
KraneEuroCarbon KEUA ... 28.65 –0.95 ... PacerData&DigiRev TRFK .5 29.28 –0.79 .0161 PutnamFocLCGrw PGRO .1 24.45 –0.53 .024 SPDRS&PTransport XTN .8 66.94 –4.20 .1865 TimothyHiDiv TPHD 2.5 29.50 –0.49 .0525 WBIBullBrVal3000 WBIF 1.4 25.59 –0.58 .0028
KraneGlbCarbon KSET 2.5 1.67 –0.38 .0173 PacerData&Infr SRVR 5.0 24.78 +0.47 .6512 PutnamFocLCVal PVAL 1.3 27.76 –0.67 .111 SPDRSSGAFxScRt FISR 3.2 24.37 +0.15 .0668 TimothyHiDiv TPHE 3.0 21.19 –0.36 .0423 WBIBullBrYd3000 WBIG 2.5 20.93 –0.57 .0042
KraneGlbCarbon KRBN 27.8 36.00 –0.64 1.6415 PacerIndls&Log SHPP 3.0 23.00 –0.96 .1561 PutnamPanESGEM PPEM ... 18.21 –0.11 ... SPDR US LC Low Vol LGLV 2.1 130.07 –1.83 .6906 TimothyIntl TPIF 2.5 22.63 –0.29 .0819 WBIPwrFactorHiDiv WBIY 6.1 23.84 –0.48 .2884
KraneGlbLuxury KLXY ... 22.45 –0.31 ... PacerLuntLCAlt ALTL 1.4 31.16 –1.21 .0637 PutnamPanESGInt PPIE ... 19.32 –0.24 ... SPDR SSGA US XLSR 1.6 39.55 –1.08 .2422 TimothyMktNeut TPMN 4.1 25.44 +0.19 .099 WealthDBSLTGrw WLTG .4 20.82 –0.89 .0868
KraneHangSengTECH KTEC .2 11.42 +0.34 .0208 PacerLuntLCMultAlt PALC .8 35.21 –1.05 .0355 PutnamSustFut PFUT ... 17.50 –0.52 ... SPDR US SC LowVol SMLV 3.2 93.59 –1.22 .6626 Timothy US LMC TPLC 1.0 32.69 –0.73 .0308 WedbushGlbCld IVES ... 32.74 –0.77 ...
KraneChinaHlthCr KURE .1 17.74 +0.84 .0104 PacerLuntMCMult PAMC .9 32.19 –0.66 .067 PutnamSustLdrs PLDR .6 23.04 –0.49 .134 SPDRSSgAGlbAll GAL 4.0 37.08 –0.08 .3922 Timothy US LMC TPLE 2.0 20.85 –0.49 .0212 WedbushVideoGm GAMR ... 50.17 –0.71 ...
KraneAllChina KALL 4.1 18.88 +0.43 1.2479 PacerMetUSLC400 QDPL 7.1 29.30 –0.09 .5058 QRAFT AI US LC QRFT .9 37.41 –0.86 .0712 SPDRSSgAIncmAllctn INKM 5.5 27.78 –0.18 .3411 Timothy US SC TPSC 1.3 29.05 –0.57 .0516 WT Bbg USD Bull USDU 1.0 27.94 +0.09 .2754
KraneMSCICnClean KGRN .4 23.62 +0.46 .5382 PacerMetUSLC300 TRPL 5.3 35.14 –0.92 .4512 QRAFTAIUSLCMom AMOM .5 28.45 –0.57 .0206 SPDRSSgAMultiAsset RLY 5.6 26.29 –0.21 .0631 ToewsAgilDynTact THY 5.8 21.46 +0.02 .0442 WisdTrEmgCurr CEW .8 17.42 +0.12 .1341
KraneEMxChina KEMX 4.0 24.96 –0.40 .9905 PacerPacAssetFR FLRT 8.3 46.12 –0.37 .4009 QraftAINxtValue NVQ 1.9 29.42 –0.76 .0601 SPDRSSgAUltraShrt ULST 4.0 40.22 +0.04 .1593 ToewsAgilMgdRisk MRSK .0 26.33 –1.01 .2851 WT EM EffCore NTSE 3.2 24.69 –0.12 .37
KraneSh1Belt1Road OBOR 5.5 19.77 –0.12 1.0786 PacerTrendFd TRND 1.7 27.41 –0.32 .4599 QRAFT AI-Pilot AIDB .2 24.75 –0.57 .0252 SPFdsDJGlbSukuk SPSK 2.2 17.30 +0.10 .032 TortoiseNAPipeline TPYP 5.1 24.20 –0.62 .305 WTEMxChinaFd XC 2.0 25.07 –0.59 .25
KraneRockOcean KSEA ... 22.76 –0.02 ... PacerTrendpilot PTIN .4 24.80 –0.33 .0988 QuadraticDeflat BNDD 46.3 13.56 –0.01 .0413 SPFdsS&P500Sharia SPUS 1.1 29.56 –0.94 .026 TouchstoneDivSel DVND 2.2 24.68 –0.34 .135 WisdTrEMxSOE XSOE 1.3 25.62 –0.22 .16
KraneS&PPanAsia KDIV .9 25.79 –0.32 .2767 PacerTrendUSBd PTBD 6.9 19.10 –0.06 .1446 QuadIntRtVol IVOL 3.7 21.14 –0.05 .063 SPFdsS&PGlShar SPRE 4.9 16.28 –0.57 .067 TouchstoneSecur TSEC 8.0 25.10 +0.06 .1477 WT EM HiDiv DEM 6.5 36.36 –0.28 1.10
KraneSSEStr50 KSTR ... 12.01 +0.04 ... PacerUSCashCows BUL 1.9 34.28 –1.46 .2219 RHTactOutlook RHTX ... 12.80 –0.09 ... SRH US Quality SRHQ 1.0 27.22 –1.29 .0726 TouchstoneStrat SIO 5.1 23.75 +0.12 .092 WT EM LocDebt ELD 5.2 25.87 +0.02 .12
KraneValLineDyn KVLE 2.7 20.45 –0.42 .1237 PacerUSExportLead PEXL .6 38.39 –1.38 .0589 RHTactRotation RHRX ... 11.93 –0.14 ... SchwabArielESG SAEF .7 18.50 –0.49 .0309 TrajanWealthIncm TWIO 4.9 8.06 –0.06 .0975 WisdTrEMMulti EMMF 2.0 22.34 –0.15 .10
LeaderActivLdrs ACTV .3 27.33 –0.90 .0831 PanagramAAACLO CLOX 5.8 25.23 –0.03 .1051 RoboGlbAI THNQ ... 31.96 –1.10 ... SchwabCryptoThem STCE 1.3 19.51 +0.52 .0239 TrueEagleGlb RNWZ 2.7 19.28 +0.23 .2673 WisdmTrSCDiv DGS 4.9 43.82 –0.27 .78
LeaderAlphaFactor LSAT .3 32.41 ... .111 Panag BBB-B CLO CLOZ 9.1 26.07 –0.01 .153 RoboGlbHlthTch HTEC ... 22.10 –1.25 ... SchwabEM Equity SCHE 3.2 23.08 –0.07 .1273 TrueShLowVol DIVZ 3.5 25.47 –0.72 .208 WTEnhCmdStrategyFd GCC 2.7 17.80 –0.31 .3988
LeaderAlphaUSCore LSAF 1.3 30.14 –0.73 .1015 PinnacleFocOpps FCUS ... 19.81 –0.69 ... RoboGlblRobotics ROBO ... 45.51 –1.72 ... Schwab5-10YCpBd SCHI 4.3 41.43 +0.27 .1887 TrueTechAI LRNZ ... 27.22 –1.00 ... WTEurHdgEquityFd HEDJ 3.7 37.48 –0.53 .075
LeaderSharesDynYd DYLD 3.1 21.59 +0.02 .0787 PolenCapGlbGrw PCGG ... 9.00 –0.29 ... RPAR RiskParity RPAR 2.8 16.91 ... .1454 SchwabFundEmgLrg FNDE 5.5 25.34 –0.07 .2676 UBS FIEnhLCGrw FBGX ... 510.66 –30.74 ... WT EuropeHdgSC EUSC 4.0 31.39 –0.30 .165
LeaderShEqSkew SQEW .4 27.34 –0.67 .1125 PrincipalActHY YLD 6.9 17.73 +0.07 .1022 R3GlbDivGrw GDVD 3.3 20.36 –0.37 .0279 SchwabFundIntLrgCo FNDF 3.3 30.23 –0.34 .3811 UPARUltraRisk UPAR 3.6 11.43 –0.03 .1146 WT EurQualDiv EUDG 2.3 27.36 –0.45 .04
LeatherbackL/S LBAY 3.7 24.54 –0.56 .075 PrincInvGrdCp IG 7.3 19.28 +0.13 .0714 RayliantQuanCn RAYC 2.1 13.66 +0.20 .2818 SchwabFundIntlSmCo FNDC 2.4 30.33 –0.27 .2366 USCFAlumStrategyFd ALUM ... 29.76 +0.58 ... WisdTrEuropeSC DFE 6.1 48.87 –0.86 .54
LeutholdCore LCR .7 29.70 –0.36 .2163 PrincipalRealEst BYRE 2.9 19.81 –0.24 .1388 RayliantQuantEM RAYE 5.3 20.06 –0.17 1.0726 SchwabFundUSBrd FNDB 2.1 52.56 –1.36 .2624 USCFDivIncmFd UDI 3.0 22.75 –0.67 .0388 WisdTrFRTrea USFR 4.9 50.30 –0.18 .226
LoganCapBrdInn LCLG .0 32.99 –1.04 .6091 PrincipalSpectPfd PREF 4.9 16.40 +0.04 .0719 RayliantQuanDevMkt RAYD 1.4 22.20 –0.53 .3075 SchwabFundUSLrgCo FNDX 2.1 53.46 –1.43 .2749 USCF EnerCmd USE 4.9 37.29 –1.29 .4577 WT GlbxUSQual DNL 2.2 31.84 –0.63 .115
MAXAirlines-3X JETD ... 46.43 +3.47 ... PrincipalTaxAdv PQDI 5.8 17.04 –0.01 .0792 RealEstSectorSPDR XLRE 4.1 32.35 –0.40 .291 SchwabFundUSSmCo FNDA 1.7 44.98 –1.20 .1795 USCFGoldStrat GLDX 5.5 25.34 +0.43 .8383 WisdTrGlbHiDiv DEW 4.8 43.17 –1.03 .595
MAXAirlines3XLvgd JETU ... 11.98 –1.04 ... ProShBigDataRef DAT ... 25.90 –0.70 ... RelativeSentTact MOOD 1.4 24.28 –0.24 .3441 SchwabHYBd SCYB 8.4 48.90 +0.24 .3364 USCF Midstream UMI 4.7 34.82 –0.91 .3622 WisdTrIndiaEarn EPI .2 35.64 –0.89 .06
MAXAutoInd-3xInv CARD ... 34.73 +4.63 ... ProShBitcoinEW BETE ... 45.95 +4.91 ... RenaissanceIPO IPO ... 29.26 –1.10 ... SchwabIntmUSTrsr SCHR 3.1 47.56 +0.25 .1389 USCF SummerDynCom SDCI 17.9 18.70 ... .1317 WTIntlAIEnhVal AIVI 5.4 35.88 –0.48 .35
MAXAutoInd3xLvgd CARU ... 13.68 –2.27 ... ProShBitcoin&Ether BETH ... 47.48 +5.38 ... RenaissanceIntlIPO IPOS .4 12.51 –0.34 .0293 SchwabIntlDiv SCHY 4.0 22.12 –0.11 .29 USCF SustBatMtl ZSB ... 18.27 –0.14 ... WT IntlEffCore NTSI 2.6 30.34 –0.22 .16
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MUSQGlbMusic MUSQ ... 21.83 –0.44 ... ProShBitcoin BITO 15.7 17.11 +2.02 .074 RivFrDynCoreIncm RFCI 3.6 21.12 +0.04 .08 SchwabIntEquity SCHF 3.2 32.37 –0.43 .3926 USCFSustCmdStr ZSC ... 26.15 –0.59 ... WisdTrIntlEquity DWM 4.5 46.50 –0.32 .33
MadisonAggBd MAGG 3.6 19.39 +0.05 .0867 ProShDJBrkGlIn TOLZ 3.7 40.47 –0.13 .4158 RivFrDynUSDiv RFDA 2.9 41.87 –0.48 .0182 SchwabIntlSC SCHC 2.4 30.01 –0.55 .165 USDivrsRealEst PPTY 4.9 24.86 –0.72 .303 WT IntlHdgQual IHDG 2.1 37.18 –0.31 .07
MadisonCvrCall CVRD .1 19.21 –0.29 .0071 ProShDecRetail EMTY 2.8 17.68 +0.40 .1502 RivFrStratIncm RIGS 3.5 21.79 +0.03 .0749 SchwabLTUSTrea SCHQ 4.1 30.27 +0.42 .1129 USGlbGOGold GOAU 1.6 15.47 –0.19 .2401 WisdTrIntlHiDiv DTH 6.0 34.66 –0.38 .395
MadisonDivVal DIVL 2.5 17.88 –0.75 .0348 ProShEther EETH ... 42.84 –0.44 ... RobinAltYdSpac SPAX 4.4 21.50 +0.08 .27 SchwabMuniBd SCMB 3.0 48.76 –0.16 .1466 USGlobalJets JETS ... 14.74 –0.39 ... WisdTrIntlLCDiv DOL 4.3 43.94 –0.49 .315
MadisonShStrat MSTI 3.4 19.74 –0.14 .0878 ProShHdgReplic HDG 2.9 46.75 –0.18 .6044 RoundAcqDpVal DEEP 1.7 30.87 –0.63 .0153 Schwab1-5YCpBd SCHJ 2.7 46.82 +0.12 .1366 USGlbSeatoSky SEA ... 14.62 +0.15 ... WisdTrIntlMC Div DIM 5.1 53.19 –0.38 .33
MatlsSelSector XLB 2.2 74.95 –0.35 .3923 ProShInflationExp RINF 3.6 35.12 –0.16 .3672 RoundAlerianLNG LNGG ... 23.90 –0.47 ... Schwab1000Index SCHK 1.6 39.52 –1.06 .1531 USValueETF USVT 1.0 24.89 –0.72 .2404 WisdTrIntlMult DWMF 4.3 23.84 –0.15 .165
MatthewsAsiaDiv ADVE ... 28.68 –0.32 ... ProShLgOnline CLIX ... 33.60 –0.28 ... RoundBallMeta METV .1 9.17 –0.25 .0063 SchwabSrtTRmUSTrsr SCHO 3.3 47.93 +0.09 .1626 UnlimitedHFND HFND .4 19.78 –0.11 .0875 WisdTrIntlSC DLS 5.2 54.20 –0.57 .46
MatthewsAsiaInn MINV ... 21.66 –0.16 ... ProShMSCITransform ANEW 1.8 32.19 –1.01 .0478 RoundhillGenAI CHAT ... 25.38 –0.75 ... SchwabUS AggrBd SCHZ 3.3 43.53 +0.27 .1394 UtilitiesSelSector XLU 3.6 58.73 +0.70 .5216 WT JapanHdg DXJ 2.9 85.18 –0.30 .0115
MatthewsCnActive MCH ... 19.36 +0.37 ... ProShMetaverse VERS .7 32.90 –1.10 .152 RoundhillIODigInfr BYTE 1.0 8.77 –0.31 .0153 SchwabUS BrdMkt SCHB 1.6 47.61 –1.28 .1902 VSharesUSDiversity VDNI 1.4 22.35 –1.14 .1497 WisdTrJapanSC DFJ 2.8 66.94 +0.34 .4609
MatthewsEMEqu MEM .6 24.92 –0.46 .1405 ProShNanotech TINY .4 32.40 –1.21 .0543 RoundhillMeme MEME .5 28.76 –0.42 .1388 SchwabUS Div SCHD 3.9 66.90 –2.39 .6545 VanEckAfrica AFK 4.4 13.07 –0.84 .5759 WisdTrMgdFut WTMF 4.6 33.50 –1.33 1.3229
MatthewsEMxCn MEMX ... 24.21 –0.61 ... ProShOnDemand OND ... 20.75 –1.01 ... RoundS&PGlbLux LUXX ... 21.63 –0.44 ... SchwabUS LC SCHX 1.6 48.47 –1.29 .1922 VanEckAgribus MOO 2.6 72.16 –1.89 1.8466 WisdTrMtgPlBdFd MTGP 3.6 40.83 +0.16 .105
MatthewsEMSusFut EMSF ... 23.78 –0.35 ... ProShOnlRetail ONLN ... 28.93 –0.56 ... RoundSportsBet BETZ .7 14.31 –0.30 .0949 SchwabUS LC Grw SCHG .5 70.36 –1.87 .0836 VanEckBDCIncm BIZD 11.7 14.67 –0.30 .4365 WT NewEconRlEst WTRE 2.2 14.65 –0.02 .11
MatthewsIndia INDE ... 24.25 –0.59 ... ProShS&P500Bd SPXB 4.1 70.08 +0.60 .2789 RoundhillVideo NERD .7 13.32 –0.14 .0965 SchwabUS LC Val SCHV 2.7 61.16 –1.52 .4192 VanEckBrazilSC BRF 3.7 15.06 +0.09 .5571 WT PwStrategy PUTW 10.3 29.56 –1.00 .245
MatthewsJapan JPAN ... 23.12 –0.43 ... ProShS&P500xEner SPXE 1.5 87.35 –2.21 .3399 SGIUSLCCoreETF SGLC ... 25.80 –0.91 ... SchwabUS MC SCHM 1.8 63.01 –1.74 .2596 VanEckCLO CLOI 5.4 52.08 –0.02 .2317 WTUSAIEnhVal AIVL 2.8 83.54 –2.60 .72
MatthewsKorea MKOR ... 22.11 –0.68 ... ProShS&P500xFin SPXN 1.2 89.01 –2.46 .3461 SPDRBlackSrLoan SRLN 7.9 41.44 –0.10 .32 SchwabUS REIT SCHH 3.7 16.79 –0.27 .1409 VanEckChinaBd CBON 3.0 21.37 +0.04 .1121 WisdTrUSESGFd RESP 1.5 42.53 –1.00 .165
MatthewsPacTiger ASIA ... 23.89 –0.20 ... ProShS&P500xHlth SPXV 1.4 86.38 –2.16 .3339 SPDRBBCpBd SPBO 4.9 27.05 ... .1166 SchwabUS SC SCHA 1.7 38.13 –1.10 .1541 VanEckChiNext CNXT ... 24.19 +0.40 ... WisdTrUSEff NTSX 1.4 33.27 –0.74 .125
MeetKevinPricing PP ... 20.61 –1.01 ... ProShS&P500xTech SPXT 1.7 67.65 –1.96 .2954 SPDRBlmCvSecs CWB 2.4 64.89 –0.83 .1212 Schwab US TIPs SCHP 3.9 50.23 +0.20 .1289 VanEckDigIndia DGIN .9 31.65 –1.12 .27 WT US HiDiv DHS 4.6 73.70 –2.55 .21
MerkStagflation STGF 3.1 21.84 –0.01 .165 ProShSPGlbCoreBatt ION 2.1 29.65 –0.10 .3132 SegallBryantHamill USSE ... 23.37 –0.61 ... WisdTrUSLCDivFd DLN 2.7 58.89 –1.74 .10
ProShS&PKenCln CTEX ... 20.68 –1.35 ... SPDRBlmEMLocBd EBND 5.7 19.58 +0.12 .0947 SimplifyAggBd AGGH 8.8 20.94 –0.01 .20 VanEckDynHi INC 6.1 24.26 –0.15 .2004 WisdTrUSLCFd EPS 1.9 43.69 –1.44 .215
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

MicroSecEn3XInv WTID ... 23.04 +3.78 ... ProShS&PKenSmF MAKX .4 29.88 –0.92 .0614 SPDRBBEMUSDBd EMHC 5.5 22.14 +0.19 .1101 SimplifyCmdStrNoK1 HARD 1.6 24.47 –0.08 .10 VanEckEgypt EGPT 1.0 26.12 +4.18 .2667 WisdTrUSMCDivFd DON 3.0 38.70 –0.82 .035
MicroEnergy3XLvgd WTIU ... 17.22 –3.60 ... ProShShBitcoin BITI 2.1 16.67 –2.44 .0451 SPDR Blm HY Bd JNK 6.8 88.61 +0.51 .5108 SimplifyDevXUS EAFD .0 17.83 –0.22 .34 VanEckEMHYBd HYEM 6.8 17.45 +0.03 .10 WisdTrUSMCFd EZM 1.6 47.01 –1.27 .18
MicroFang-3xInv BERZ ... 7.92 +0.50 ... ProShShtDow30 DOG 3.1 34.64 +0.80 .3947 SPDRBlmInCpBd IBND 1.8 27.31 +0.22 .0573 SimplifyEMEqPlus EMGD .0 16.70 –0.13 .13 VanEckEnerIncm EINC 3.9 64.29 –1.58 1.1117 WTUSQualGrowthFd QGRW ... 30.56 –0.91 ...
MicroFang3xLvg BULZ ... 56.06 –5.17 ... ProShShXinhuaCh25 YXI 2.1 18.40 –0.47 .1327 SPDRBbgIntTrBd BWX 1.7 21.03 +0.08 .0314 SimplifyEnhIncm HIGH 8.2 24.75 –0.19 .20 VanEckEnvlSvs EVX .4 132.69 –4.43 .5588 WisdTrUSSCDiv DES 3.2 26.55 –0.47 .03
MicroFANG+ETN FNGS ... 31.00 –0.84 ... ProShShtFinls SEF .4 13.73 +0.34 .1366 SPDRBlmInvGrdFR FLRN 5.1 30.71 +0.06 .1484 SimplifyHlthCare PINK .8 23.57 –0.96 .03 VanEckFutureofFood YUMY 1.7 14.66 –0.31 .256 WisdTrUSSCFd EES 1.6 40.06 –0.76 .15
MicroFANG-3XInvr FNGD ... 10.58 +0.65 ... ProShShortHY SJB 2.8 18.79 –0.10 .176 SPDRBB1-10YTIPS TIPX 3.2 18.10 +0.06 .0345 SimplifyHdgEq HEQT 2.6 23.70 –0.40 .08 VanEckGoldMin GDX 1.6 29.20 –0.28 .4762 WisdTrUSTotalDiv DTD 2.7 57.51 –1.64 .09
MicroFang+3x FNGU ... 133.78 –11.56 ... ProShShMSCI EAFE EFZ 2.1 19.99 +0.26 .2174 SPDRBbg1-3MTB BIL 4.3 91.81 +0.10 .3943 SimplifyHYPlus CDX 8.8 21.56 +0.06 .10 VanEckGreenBd GRNB 3.2 22.44 +0.16 .0607 WisdTrUSValue WTV 1.9 58.23 –1.75 .26
MicroSectFANG+2X FNGO ... 31.55 –1.68 ... ProShShtMSCI EM EUM 1.7 15.98 –0.01 .1275 SPDRBlmSTHYBd SJNK 7.3 24.06 +0.11 .1609 SimpfyIntRtHdg PFIX 1.0 107.09 –4.36 .10 VanEckGreenMtls GMET ... 22.66 –0.04 ... WT YdUSAggBd AGGY 3.8 40.89 +0.08 .14
MicroGold3XInvr GDXD ... 5.79 +0.12 ... ProShShtMC400 MYY 2.9 26.06 +0.76 .2385 SPDRBlmSTInTr BWZ 1.5 25.75 –0.02 .0454 SimplifyMacro FIG 5.2 22.61 +0.03 .06 VanEck IG FR FLTR 5.5 25.22 –0.03 .1272 X-SquareMuni ZTAX .0 24.95 +0.75 .1042
MicroGold3xLvgd GDXU ... 28.67 –1.10 ... ProShShrtQQQ PSQ .4 11.35 +0.31 .1432 SPDR 3-12MT-Bill BILS 4.6 99.43 +0.10 .4254 SimplifyMgdFut CTA 2.9 26.65 –0.16 .10 VanEckIndiaGrw GLIN 1.5 37.63 –0.84 .5556 XtrkEMCarbonRed EMCR 2.8 24.97 –0.18 .2548
MicroGold-3XInv DULL ... 19.35 –0.79 ... ProShShtRE REK 2.7 22.90 +0.16 .2151 SPDR DJRlEst RWX 5.4 22.61 –0.19 .2691 SimplifyMktNeutlEq EQLS ... 25.91 –0.13 ... VanEckIndonesia IDX 4.0 15.92 –0.48 .6316 XtrkFTSEDevxUS DEEF 4.6 24.76 –0.14 .4513
MicroGold3XLvgd SHNY ... 26.83 +0.96 ... ProShShRuss2000 RWM .4 26.45 +0.70 .2703 SPDRDoubleTRTact TOTL 5.3 37.77 +0.19 .1546 SimplifyMultiQISAl QIS ... 25.53 –0.31 ... VanEckInfltn RAAX 1.5 25.27 –0.30 .3784 XtrksHarvCSI300 ASHR 1.3 24.67 +0.38 .3162
MicroOil&Gas-3 OILD ... 20.37 +3.25 ... ProShShrtS&P500 SH 3.4 15.14 +0.39 .1652 SPDRDJGlbRealEst RWO 4.2 35.74 –0.84 .3902 SimplifyOppIncm CRDT 4.2 24.75 –0.25 .15 VanEckIntlHYBd IHY 5.6 19.22 –0.01 .1106 XtrksHarvCSI500 ASHS 2.2 26.82 +0.23 .5797
MicroOil&Gas3x OILU ... 38.12 –7.86 ... ProShSh7-10YrTr TBX 1.8 31.14 –0.15 .1233 SPDR DJIA Tr DIA 2.1 324.19 –7.00 .1873 SimplifyPropel SURI 17.5 17.98 –0.57 .68 VanEckIsrael ISRA 1.7 27.74 –1.02 .4848 XtrkHiBetaHYBd HYUP 7.8 38.18 +0.14 .2467
MicroTrav-3xILv FLYD ... 7.71 +0.53 ... ProShShrtSC600 SBB 2.6 20.10 +0.54 .2344 SPDR DJ REIT RWR 4.4 77.45 –2.14 .8202 SimplifySTTrea TUA 4.6 22.30 +0.44 .10 VanEckJPMEMLCBd EMLC 6.3 23.67 +0.22 .1259 XtrkIntlRealEst HAUZ 3.6 18.32 –0.35 .397
MicroTrav3xLv FLYU ... 20.81 –1.94 ... ProShSh20+Tr TBF 3.0 26.41 –0.34 .2157 SPDREuroStx50 FEZ 3.4 40.34 –0.34 .1196 SimplifyStbIncm BUCK 4.6 25.10 –0.04 .10 VanEckJrGoldMin GDXJ .5 34.43 –0.28 .1825 XtrrsLowBetHYBd HYDW 5.7 43.60 +0.28 .1882
MicroUSBigBk3X BNKD ... 15.94 +1.04 ... ProShSmMatls TINT 1.6 27.73 –1.06 .0191 SPDRIntGovBd WIP 7.5 38.24 +0.36 .1571 SimplifyTailRisk CYA 12.5 5.43 +0.30 .05 VanEckLong/Flat LFEQ 1.1 36.04 –0.99 .4065 XtrksMSCIAllChina CN 2.0 25.48 +0.50 .5199
MicroUSBigBk3X BNKU ... 10.45 –0.95 ... ProShSupChain SUPL 4.6 34.64 –1.36 .6331 SPDRFactSetInnTech XITK .0 110.95 –4.83 .0094 SimplUSConvex SPYC 1.6 26.71 –0.68 .10 VanEckLowCarbon SMOG 1.5 94.31 –0.60 1.458 XtrksMSCIAWxUS HDAW 5.5 21.65 –0.28 .3628
MicrUSBigOil3InLv NRGD ... 244.43 +42.15 ... ProShUltBlmCrude UCO ... 34.15 –1.25 ... SPDRGlobalDow DGT 2.7 104.49 –1.73 .5255 SimplUSPlusDown SPD 2.3 25.37 –0.55 .10 VanEckMerkGoldTr OUNZ ... 19.43 +0.26 ... XtrksMSCIAWxUS DBAW 4.6 27.37 –0.23 1.0074
MicrUSBigOil3Lev NRGU ... 408.85 –91.14 ... ProshUltBlmNatGas BOIL ... 64.09 +6.17 ... SPDRGoldMini GLDM ... 39.81 +0.55 ... SimplUSPlusUp SPUC 1.6 27.89 –0.80 .10 VanEckMtgREIT MORT 15.8 9.48 –0.44 .3402 XtrkMChinaAIncl ASHX 2.0 18.72 +0.14 .3829
MotleyFoolCap100 TMFE .3 17.67 –0.55 .0588 ProShUltCommSvcs LTL 1.7 38.71 –4.57 .0496 SPDR Gold GLD ... 186.15 +2.56 ... SimplifyVolPrem SVOL 17.6 21.51 –0.37 .30 VanEckNatRscs HAP 3.4 46.84 –1.13 1.614 XtrkESGLeaders EASG 2.7 25.65 –0.27 .4812
MotleyFoolNext TMFX .2 13.44 –0.51 .0314 ProShUltCnsmDisc UCC .2 25.45 –0.87 .0558 SPDR ICE Pfd PSK 7.0 30.47 +0.01 .18 SimplifyVoltRobo VCAR ... 7.98 –0.19 ... VanEckOffice DESK ... 29.23 –0.89 ... XtrksMSCIHiDiv HDEF 4.9 21.71 –0.22 .232
NeosEnhInAggBd BNDI 5.4 45.04 +0.01 .2078 ProShUltCnsStp UGE 1.1 13.57 –0.36 .1004 SPDR MSCI exUS CWI 3.2 23.83 –0.27 .4119 SmartAdvertising MRAD ... 12.35 –0.48 ... VanEckOilRefin CRAK 2.9 32.72 –0.62 .96 XtrksMSCIEAFE DBEF 5.2 33.48 –0.30 1.6133
NeosEnhInCash CSHI 5.8 49.83 –0.24 .2553 ProShUltDow30 DDM .4 59.10 –2.68 .2345 SPDREAFEFossilFr EFAX 3.1 33.71 –0.49 .7136 SmartApacDiv ADIV 3.7 12.82 +0.04 .20 VanEckOilSvcs OIH .9 325.87 –14.67 2.8887 XtrksMSCIEMESG EMSG 2.1 22.02 –0.13 .2637
NationDJRiskMgd NDJI 7.5 18.92 –0.55 .1129 ProShUltEnergy DIG .7 37.64 –5.38 .257 SPDRMSCIEAFEStrat QEFA 2.9 64.42 –0.63 1.2272 SmartDivBldr DIVS 1.8 23.31 –0.49 .12 VanEckPfdxFin PFXF 8.0 15.70 –0.09 .1061 XtrksMSCIEM DBEM 2.8 21.18 –0.22 .3008
NationwideN100Risk NUSI 8.0 19.47 –0.58 .1305 ProShUlt Euro ULE ... 10.87 –0.05 ... SPDREMFossilFuelFr EEMX 2.6 27.87 –0.22 .2055 SmartTransport MOTO 2.2 36.06 –1.40 .82 VanEckRareEarth REMX 2.0 58.27 +0.42 1.1867 XtrksMSCIEurope DBEU 4.5 33.84 –0.32 1.3754
NationwideRuss2000 NTKI 7.8 17.82 –0.31 .1052 ProShUltFTSEEurope UPV 1.3 43.17 –1.40 .2352 SPDRMSCIEMStrat QEMM 5.4 52.33 –0.38 1.2278 SmartSustEnerII SOLR .3 23.40 –0.66 .37 VanEckSocSent BUZZ .3 14.12 –0.55 .0488 XtrksMSCIEurozone DBEZ 2.1 36.70 –0.25 .7708
NationSP500RiskMgd NSPI 7.4 19.16 –0.58 .115 ProShXinhuaChina25 XPP 1.8 15.49 +0.70 .1493 SPDRGenderDiv SHE 1.7 82.32 –1.94 .3398 SoFiNext500 SFYX 1.8 10.86 –0.33 .0992 VanEckSteel SLX 4.6 62.00 +2.10 2.8767 XtrksMSCIGermany DBGR 3.3 27.85 –0.75 .913
NatixisLoomisFoc LSGR ... 23.58 –1.02 ... ProShUltFinls UYG 1.3 38.92 –1.89 .0869 SPDRMSCIUSAStrat QUS 1.7 116.41 –3.11 .8638 SoFiSelect500 SFY 1.6 14.59 –0.38 .1159 VanEckUranium NLR 1.6 67.28 –0.69 1.1093 XtrksMSCIJapan DBJP 5.3 58.02 –0.43 3.0791
NatixisShrtDur LSST 3.6 23.52 –0.01 .0822 ProShUltraGold UGL ... 61.64 +1.57 ... SPDRMSCIWorldStrat QWLD 2.0 97.80 –2.05 1.0223 SoFiSmartEner ENRG ... 10.48 –0.63 ... VangdExtMkt VXF 1.6 132.07 –4.18 .473 XtrkMSCIKokusai KOKU 2.1 73.49 –1.80 .5689
NatixisVaughanMC VNMC 1.1 27.14 –1.02 .2904 ProShUltHlthCr RXL .3 74.98 –6.51 .2126 SPDR MktIG400CpBd LQIG 6.3 88.72 +0.80 .3922 SoFiSocial50 SFYF 2.0 24.46 –0.84 .3283 VangdInfoTech VGT .8 401.22 –8.66 .8814 XtrkMSCIUSAClimAct USCA 1.4 25.48 –0.84 .0951
NatixisVaughanNel VNSE .3 26.23 –1.25 .0796 ProShUltraHY UJB 3.6 58.81 +0.52 .3865 SPDR NYSE Tech XNTK .5 130.73 –2.98 .1121 SoFiWeeklyDiv WKLY ... 43.27 –1.09 ... VangdMatrls VAW 2.0 163.61 –0.79 .8596 XtrkUSAESGLdrs USSG 1.7 37.96 –1.06 .1276
NETLeaseCpRlEst NETL 5.6 20.30 –0.44 .095 ProShUltIndls UXI .2 20.73 –1.07 .047 SPDRNuvBBHYMuni HYMB 4.3 23.30 +0.21 .093 SoFiWeeklyIncm TGIF ... 93.56 +0.30 ... VangdSC Grwth VBK .8 196.36 –7.12 .3138 XtrksMuniInfra RVNU 3.1 22.89 +0.06 .0593
NeubergerCarbon NBCT 1.0 21.16 –0.21 .2041 ProShUltBrazil UBR .7 23.95 –0.06 .1655 SPDRNuveenMuniBd TFI 2.4 43.24 –0.01 .0984 SonicGlbShip BOAT 14.2 27.99 +0.67 .5502 VangdSC Val VBR 2.5 149.18 –3.26 .875 XtrkNzPathPAUS USNZ 1.4 26.25 –1.31 .0879
NeubergerBermCnEq NBCE ... 23.60 +0.08 ... ProShUltMSCIEAFE EFO 1.8 32.58 –0.90 .2269 SPDRNuveenSTMuni SHM 1.0 46.20 +0.06 .0527 SoundEnhFixed FXED ... 16.56 +0.05 ... VangdCommSvcs VOX 1.1 100.71 –5.36 .3482 XtrkRiskMgdUSD HYRM 6.3 21.68 +0.11 .1087
NeubergerCmdStr NBCM .8 22.71 +0.06 .1839 ProShUltMSCIEM EET 1.8 41.37 –0.71 .3351 SPDRPtfAggBd SPAB 3.4 23.94 +0.15 .0735 SoundEqDivIncm DIVY 4.7 23.34 –0.77 .1438 VangdCnsmrDiscr VCR 1.0 250.70 –3.78 .7208 XtrkRuss1000USQu QARP 1.5 39.51 –1.52 .139
NeubergerDisr NBDS ... 20.64 –0.53 ... ProShUltraJapan EZJ 1.0 29.42 –0.47 .1259 SPDRPtfDevxUS SPDW 3.1 29.46 –0.41 .584 Sovereign'sCap SOVF ... 23.71 –0.60 ... VangdCnsmrStpls VDC 2.7 176.30 –1.65 1.0287 XtrkRussUSMulti DEUS 1.9 40.85 –0.98 .1493
NeubergerBermGlbRE NBGR ... 22.48 –0.32 ... ProShUltMatls UYM ... 19.30 –0.26 ... SPDRPtfEM SPEM 3.4 32.30 –0.15 .446 SparkIntangVal ITAN 1.3 22.11 –0.63 .1064 VangdDivApp VIG 2.1 150.16 –3.24 .7705 XtrkS&P500ESG SNPE 1.5 37.72 –0.99 .131
NeubergerNxtGen NBCC .1 19.50 –0.68 .0212 ProShUltMC400 MVV 1.3 41.04 –2.49 .0547 SPDR PtfEurope SPEU 3.4 34.39 –0.50 .1706 SpdrSPIntDiv DWX 4.3 31.99 –0.15 .3831 VangdEnergy VDE 3.5 119.15 –7.29 .866 XtrkS&PMC400ESG MIDE 1.6 23.16 –0.76 .0837
NewdayOceanHlthETF AHOY .4 18.68 –0.53 .0791 ProShUltraQQQ QLD .2 54.67 –3.12 .1092 SPDR PtfHYBd SPHY 7.5 21.99 +0.11 .1524 SPDR S&PMdCpTr MDY 1.4 425.08 –12.08 1.5547 VangdExtDuratn EDV 4.4 64.42 +1.26 .7372 XtrkS&PSC600ESG SMLE 1.7 21.53 –0.46 .094
NicholasFixIncmAlt FIAX 4.1 19.27 –0.14 .1062 ProShUltRE URE 1.8 41.73 –1.32 .2575 SPDRPtfIntermCpBd SPIB 3.8 31.16 +0.16 .1095 SPDR S&P Biotch XBI .0 64.12 –2.80 .0026 VangdFTSEAWxUS VEU 3.3 49.57 –0.56 .30 XtrksShDurHYBd SHYL 6.5 42.33 +0.14 .239
NiftyIndiaFinls INDF 2.9 33.97 –0.65 .993 ProShUltRus2000 UWM .6 25.32 –1.40 .0155 SPDR PtfIntTrea SPTI 2.8 27.32 +0.14 .0752 SPDRS&PChina GXC 3.1 69.17 +1.58 .8334 VangdAWxUSSC VSS 3.4 99.47 –1.71 .5617 XtrkUSDHYCpBd HYLB 6.1 33.29 +0.21 .1803
NuvDivGrowth NDVG 1.5 24.33 –0.54 .0889 ProShUltraS&P SSO .4 48.93 –2.64 .1815 SPDRPtfLTCorpBd SPLB 5.3 20.42 +0.25 .0942 SPDR S&P Div SDY 2.9 110.20 –1.64 .7928 VangdFTSEDevMk VEA 3.3 41.58 –0.58 .3099 YieldAAPLOpt APLY 29.0 18.07 –0.49 .4779
NuvESGHYCorpBd NUHY 7.1 19.65 +0.08 .1096 ProShUltSemi USD .1 33.61 –1.80 .0493 SPDRPtfLtTrea SPTL 3.6 25.01 +0.34 .0792 SPDR IntlSC GWX 3.1 27.27 –0.25 .4762 VangdFTSE EM VWO 3.2 37.78 –0.12 .3275 YieldAMDOpt AMDY ... 18.45 –0.91 ...
NuvESG1-5YUS NUSA 3.1 22.56 +0.07 .0722 ProShUlt7-10Trs UST 3.5 39.84 +0.48 .3873 SPDR PtfGSM SPGM 2.4 48.07 –1.03 .5912 SPDRS&POil&Gas XOP 2.4 143.90 –6.21 .7724 VangdFTSE Europe VGK 3.6 55.18 –0.80 .2606 YieldAMZNOpt AMZY 33.4 19.86 +0.54 .6338
NuvESGUSAggBd NUBD 3.4 20.75 +0.10 .0564 ProShUltSilver AGQ ... 26.36 –0.67 ... SPDRPtfMtgBkdBd SPMB 3.4 20.34 +0.17 .0605 SPDR S&P Pharm XPH 1.6 35.38 –1.34 .1201 VangdFTSE Pac VPL 3.1 63.90 –0.46 .2784 YieldMaxCoinOpt CONY 79.7 18.19 –0.69 1.2088
NuvEnhYdUSAgg NUAG 4.3 19.59 +0.11 .0665 ProShUltSC600 SAA .2 16.47 –1.00 .0612 SPDRS&P500Value SPYV 2.1 39.63 –0.76 .2015 SPDR S&P Retail XRT 2.1 57.91 –1.33 .1711 VangdFinls VFH 2.6 75.97 –1.86 .5048 YieldDISOptIncm DISO 16.3 19.47 –0.71 .2643
NuvGrowthOpps NUGO .2 21.65 –0.52 .0453 ProShUltTech ROM ... 37.55 –1.47 ... SPDRPtfS&P1500 SPTM 1.6 50.31 –1.29 .2059 SprottESGGoldETF SESG ... 39.96 +0.56 ... VangdGrowth VUG .6 262.47 –7.31 .3759 YieldMaxGOOGLOpt GOOY 22.2 18.44 –1.80 .3898
NuvSCSelect NSCS .4 20.43 –1.32 .0751 ProShUlt20YrTr UBT 3.9 16.50 +0.41 .2011 SPDRPtfS&P500 SPLG 1.6 48.29 –1.25 .1981 SprottGoldMiners SGDM 1.4 24.38 –0.51 .3506 VangdHlthCr VHT 1.6 223.10 –9.00 .8774 YieldMaxInnvOpt OARK 55.2 11.71 –0.54 .3348
NuvWinLCGrw NWLG ... 21.32 –1.30 ... ProShUltraUtil UPW 2.9 45.94 +0.93 .1958 SPDRS&P500Growth SPYG 1.2 57.02 –1.73 .1794 SprottJrGoldMiners SGDJ 2.6 27.05 –0.58 .7094 VangdHiDiv VYM 3.4 98.71 –2.50 .7846 YieldJPMOptionIncm JPMO 16.4 18.39 –0.96 .252
OneAscentCore OACP 4.1 21.41 +0.12 .0791 ProShUltraYen YCL ... 24.86 +0.09 ... SPDRS&P500HiDiv SPYD 5.5 33.00 –0.73 .4409 SprottUranium URNM ... 43.53 –0.51 ... VangdIndls VIS 1.5 183.76 –4.95 .6677 YieldMaxMETAOpt FBY 22.6 19.43 –0.57 .4505
OneAscentEM OAEM .0 25.76 –0.32 .0104 ProShUltDow30 UDOW 1.5 48.15 –3.40 .1546 SPDRPtfS&P400MC SPMD 1.7 40.76 –1.14 .1758 SterlingCapDivMul DEIF 1.6 22.68 –0.89 .3559 VangdIntermBd BIV 3.1 71.26 +0.41 .2056 YieldMRNAOptIncm MRNY ... 18.33 ... ...
OneAscentIntl OAIM .6 27.08 –0.40 .1594 ProShUltMC400 UMDD .3 13.47 –1.27 .005 SPDRPtfS&PSectNeu SPDG ... 27.67 –0.73 ... SterlingCapFocus LCG ... 21.29 –1.05 ... VangdLC VV 1.6 188.00 –4.94 .7243 YieldMSFTOptIncm MSFO 16.1 20.89 +0.34 .2798
OneAscentLCCore OALC .4 21.69 –0.43 .0827 ProShUltRus2000 URTY .4 25.63 –2.16 .0414 SPDRPtfS&P600SC SPSM 1.5 34.30 –0.79 .0588 StrategasGlbPol SAGP .5 22.41 –0.71 .0006 VangdLongTermBd BLV 4.7 64.20 +0.78 .2499 YieldMaxNFLXOpt NFLY 32.1 17.38 –0.06 .5095
OpticaRareEarth CRIT 1.1 16.90 –0.02 .1822 ProShUltS&P500 UPRO 1.2 35.97 –2.97 .0561 SPDRPtfSTCpBd SPSB 3.6 29.31 +0.07 .1063 StrategasMacro SAMT .8 22.07 –0.39 .1688 VangdMegaCap MGC 1.5 146.46 –3.81 .5723 YieldMaxNVDAOpt NVDY 49.2 20.10 –0.41 .6771
OptimizeAISmart OAIE .2 27.14 –0.68 .0667 ProShUltShDow30 SDOW .3 29.02 +1.88 .2587 SPDRShtTermTrea SPTS 3.2 28.76 +0.06 .0907 StriveEMxChina STXE 1.7 23.86 –0.47 .2173 VangdMegaGrwth MGK .6 220.03 –5.84 .3158 YieldPYPLOpt PYPY ... 17.55 –0.97 ...
OverlayCoreBd OVB 5.6 18.77 –0.12 .267 ProShShtMC400 SMDD .1 23.98 +2.01 .1212 SPDR PtfTIPS SPIP 3.5 24.69 +0.03 .0448 StriveEnhIncm BUXX 2.2 20.09 –0.06 .0678 VangdMegaVal MGV 2.7 97.07 –2.48 .6848 YieldSQOptIncm SQY ... 17.79 –1.55 ...
OverlayFgnEqu OVF 5.2 19.87 –0.42 .1065 ProShShtRus2000 SRTY 1.8 60.95 +4.57 .3742 SPDRRuss1000LowVol ONEV 2.0 99.61 –2.36 .4767 StriveFAANG2.0 FTWO .1 23.38 –0.58 .0068 VangdMC VO 1.8 195.66 –5.21 .7778 YieldMaxTSLAOpt TSLY 76.1 11.37 –0.16 .5769
OverlayHdgLC OVLH .6 25.76 –0.69 .1971 ProShUltSh&P500 SPXU 3.6 13.52 +1.00 .174 SPDRRuss1000Mom ONEO 1.9 88.67 –2.31 .3047 Strive500 STRV 1.3 26.34 –0.68 .0899 VangdMCGrw VOT .8 180.99 –7.11 .3126 YieldXOMOpt XOMO 18.9 18.18 –0.87 .2863
OverlayLCEq OVL 3.8 31.77 –1.24 .2987 ProShUltSh20YTr TTT .9 113.90 –5.22 .1447 SPDRRuss1000Yd ONEY 3.6 86.22 –2.23 .8207 StriveTRBd STXT 2.1 19.26 +0.05 .0878 VangdMC Val VOE 2.6 124.27 –1.84 .7219 ZegaBuy&Hedge ZHDG ... 16.40 –0.37 ...
OverlayMuniBd OVM 5.0 20.11 –0.22 .2504 ProShUltBloomCrd SCO ... 16.88 +0.49 ... SPDRMomentumTilt MMTM 1.6 172.61 –4.62 .5336 StriveUSEner DRLL 3.4 28.34 –1.69 .1924 VangdRealEst VNQ 5.0 71.25 –1.15 .7268 ZacksS/MC SMIZ ... 23.57 –0.56 ...
OverlayShTermBd OVT 5.1 20.53 –0.14 .285 ProShUltShBlmGas KOLD ... 49.17 –5.40 ... SPDRS&P1500ValTilt VLU 2.3 137.66 –3.75 .8057 StriveUSSemi SHOC .8 30.25 –0.92 .0595 VangdS&P500ETF VOO 1.7 377.32 –9.67 1.4925
 October 30, 2023 BARRON’S 55

D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA

About Our Funds
The listings include the top 1250 NOTICE TO READERS: Closed End Fund listings have moved to

Cash Track
open-end funds by assets. These
funds value their portfolios daily barrons.com/cefund. They will no longer appear in print. The
and report net asset values (the
dollar amount of their holdings Herzfeld chart has moved to the Market Lab Newsletter. To sign
divided by the number of shares
outstanding) to the National up for the newsletter, go to barrons.com/newletters. Money Back: Cash returned to the fund industry, with the week’s injections to equity funds narrowing the
Association of Securities Dealers.
Total returns reflect both price group’s average weekly outflow for the past month to $2.7 billion. Taxable-bond funds saw average outflows
changes and dividends; these Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. narrow to $1.3 billion, while muni-market fund outflows narrowed to $800 million. Among money-market
figures assume that all distribu- NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
tions are reinvested in the fund. IncoA 21.25 -0.32 -3.9 14.7 NtlIntmMuni 12.24 -0.01 -1.7 -5.9 IntlSustCore1 10.42 -0.13 0.0 7.6
funds, recent receipts reduced the month’s average weekly outflow to $10.2 billion.
Because Lipper is constantly up-
dating its database, these returns IntBdA n 12.05 0.05 -0.4 -8.3 Brown Advisory Funds: IntlVal 18.07 -0.28 4.8 46.4
may differ from those previously IntlGrIncA 31.62 -0.41 1.3 11.5 GrwthEquityInst 23.67 -0.93 9.3 -7.8 IntlVectorEq 11.72 -0.13 1.1 21.1 Equity Funds Municipal Bond Funds
published or calculated by others. LtdTEBdA n 14.66 0.00 -1.0 -4.7 IntSmCo 16.65 -0.17 -2.5 9.2
3 year returns are cumulative. The N PerA 50.58 -1.08 6.9 7.9 C IntSmVa 18.94 -0.14 2.9 29.1 -1100 400
NAV is the last reported closing IntTermMuni 9.65 0.00 -1.2 -4.9
price for the week. Footnotes: NA: NEcoA 47.86 -1.21 10.0 -1.6
not available. NE: performance NwWrldA 68.00 -0.81 2.3 -3.3 Calamos Funds: IntVaIII 15.54 -0.25 4.8 46.7 -3500 0
excluded by Lipper editor. NN: fund SmCpA 54.72 -1.28 -2.5 -10.2 Gr&IncA 38.87 -0.82 6.5 17.3 ITExQual 8.90 0.06 -0.1 -16.6
not tracked. NS: fund not in STBFA n 9.38 0.01 1.8 -2.7 MktNeutI 14.49 -0.08 6.3 8.9 LgCo 28.10 -0.72 8.7 27.1 -5900 -400
existence for whole period. e: ex TECAA n 15.44 -0.01 -2.6 -7.8 LgCpIntl 23.06 -0.28 2.0 16.5
capital gains distributions. f: Calvert Investments:
previous day’s quote. n: no front- TxExA n 11.55 -0.01 -1.9 -7.0 Eq A 66.56 NA NA NA SclCrEqInst 12.17 -0.13 0.5 12.5 -8300 -800
or back-end sales charge. p: fund WshA 51.29 -1.28 2.3 34.0 Carillon Reams: STExQual 10.34 0.02 3.9 -1.7
assets are used to pay marketing AMG Managers Funds:
CorePlBd I 27.84 0.22 -2.7 -14.8
STGov 9.94 0.01 4.1 -1.7 -10700 -1200
and distribution costs (12b-1 fees). STMuniBd 10.10 0.00 1.8 1.3
r: fund levies redemption fee or YachtmanFocFd I 18.44 -0.40 2.2 30.9 Carillon Scout:
US CoreEq1 30.97 -0.82 5.2 30.2
Sep Oct Sep Oct
back-end load. s: stock dividend or YacktFocFd N n 18.48 -0.41 2.0 30.1
MidCap I 18.60 -0.62 -4.0 7.8 US CoreEq2 27.89 -0.72 3.9 31.9
split of 25% or more. t: fund charges YacktmanFd I 21.57 -0.46 2.1 33.7
12b-1 fees (for marketing and Angel Oak Funds Trst:
CausewayInst : US Micro 21.83 -0.41 -3.8 37.9 Money Market Funds Taxable Bond Funds
distribution) and a back-end load. CausewayInst 17.46 -0.31 9.6 42.3 US Small 36.99 -0.84 -3.6 32.2
v: capital-gains distribution may be AglOkMtiStFdClIn 8.27 -0.02 1.8 -5.4 25100 3900
CIBC Atlas: US SmCpVal 37.74 -0.63 -2.7 63.7
a return of capital. x: ex cash AQR Funds:
dividend. DispEq Inst 25.01 -0.59 3.8 16.8 US TgdVal 26.37 -0.50 -2.6 61.1 14700 2300
LgCapDefStyle I24.96 -0.45 -0.2 13.9 USLCpGr 27.17 -0.68 7.6 26.6
Net YTD 3-Yr.
ClearBridge:
MgdFutStrI 9.39 0.00 7.8 44.3 USLgVa 39.28 -1.16 -3.8 36.8
NAV Chg. % Ret. % Ret. Artisan Funds: AggressGrowthA 98.32 -3.06 2.0 -1.1 4300 700
AllCapValueA 12.14 -0.27 -0.3 36.9 USLgVaIII 25.72 -0.75 -3.7 37.1
A GblOppInst 27.27 -0.68 3.3 -10.9 USSoCoreEq2 20.05 -0.48 5.2 27.6
Intl Inv n 24.05 -0.25 0.6 -3.1
AppreciationA 28.57 -0.67 6.3 26.6
USSustCoreI 31.75 -0.86 6.3 26.9
-6100 -900
DividendStrat1 n 26.26 -0.42 1.5 31.2
AAM: IntlInst 24.22 -0.25 0.8 -2.4 USVectorEq 20.78 -0.52 -1.5 37.6
IntlVal Inst 41.74 -0.19 8.2 43.1
DividendStratA 26.24 -0.42 1.2 30.0
Dodge & Cox: -16500 -2500
B&GIncGroClI 20.61 -0.43 -5.7 18.5 LargeCapGrowthA 47.68 -0.82 21.8 6.9
AB Funds: IntlVal Inv n 41.54 -0.19 8.0 42.1
LargeCapGrowthI 55.81 -0.97 22.1 7.8 Balanced n 92.50 -1.34 1.7 28.3 Sep Oct Sep Oct
MidCapInst 35.36 -1.24 5.7 -17.1 Dodge & Cox n 10.07 0.06 1.8 -3.2
CapFdInc.LCapGow 80.61 -2.07 15.5 15.1 SmallCapGrowthIS 33.29 NA NA NA
MidCapInv n 29.59 -1.04 5.5 -17.7 GblStock n 13.09 -0.46 3.8 44.9 A red chart indicates a lower value than the starting period. Green means it's higher than the starting period.
MuniIncmShares 10.05 0.00 -3.8 -4.8 Cohen & Steers:
Income n 11.70 0.08 -1.2 -11.0 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI
AB Funds - A: B GlbRltyI 43.17 -0.82 -9.4 -2.4
Intl Stk n 44.21 -1.01 2.6 30.2
LgCpGrA 71.58 -1.84 15.1 14.0 InstlRlty 38.00 -0.51 -8.6 7.7
RelatValA 5.74 -0.19 -2.0 41.5 Baird Funds: Stock n 213.63 -6.47 1.0 49.0
PrefSecIncnI 10.98 0.01 -2.3 -8.0 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
AB Funds - ADV: DoubleLine Funds:
AggBdInst 9.15 0.04 -2.0 -15.5 RltyIncI 13.60 -0.18 -8.2 7.3 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
GlbBd 6.50 0.03 -0.5 -11.6 CorBdInst 9.45 0.04 -1.4 -13.9 RltyShs n 52.14 -0.71 -8.8 7.2 CoreFxdIncmI 8.73 0.05 -1.6 -13.2
LgCpGwId InstPre n 25.15 -0.67 21.0 20.0 StkSelAllCap 59.52 -1.65 7.8 21.6 DivGth n 28.91 -0.69 2.3 33.6 SrsCommStrt 100.40 0.07 -2.5 51.5
HiIncmAdv 6.45 0.01 5.2 4.7 IntBdInst 9.90 0.01 0.8 -8.5 Colorado BondShares: LowDurBdI 9.46 0.02 4.2 3.0
LgCpVlIdxIstPrem n 14.18 -0.38 -3.7 28.2 Fidelity Freedom: DivIntl n 37.18 -0.57 2.0 -1.6 SrsEmrgMkt 15.81 -0.14 1.2 -15.1
IntlStraEquPtADV 10.46 -0.22 -0.4 0.5 ShtTBdInst 9.23 -0.01 2.9 -0.8 ShillerEnhCAPEI 12.22 -0.28 7.4 18.2
ColoradoBdShs 8.30 -0.01 0.8 2.8 LTTrsBdIdxInstPr n 8.71 0.11 -11.8 -41.7 2060 K6 11.37 -0.19 4.2 13.8 DivIntl K6 11.95 -0.19 1.9 -0.6 SrsGlobal 12.41 -0.15 0.5 5.4
LgCpGrAdv 80.67 -2.07 15.4 14.9 Baron Funds: TotRetBdI 8.28 0.06 -2.6 -14.1
Columbia Class A: MidCpInxInstPrem n 25.14 -0.69 -2.7 14.2 FF2010 n 12.79 -0.01 0.6 -2.3 DivStkO n 28.42 -0.70 10.3 23.6 SrsIntlGrw 14.56 -0.21 2.1 3.0
NationalPtf 9.02 -0.01 -2.1 -6.5 TotRetBdN n 8.28 0.07 -2.7 -14.7
Asset n 84.01 -3.98 -3.3 -8.2 BalancedA 42.70 -0.53 6.7 10.9 OTCK6Port 17.17 -0.54 22.4 16.1 FF2015 n 10.36 -0.03 0.8 -1.0 EmrMkt n 31.92 -0.43 1.6 -16.0 SrsGroCoRetail 16.76 -0.47 21.7 14.8
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SelectUSLgShrt 12.67 -0.15 3.1 16.1 Growth n 83.60 -4.02 -1.6 8.9 ContCoreA 27.41 -0.68 12.9 28.9 E PuritanK6 12.50 -0.16 6.1 11.4 FF2020 n 12.86 -0.07 0.9 0.2 Eq Inc n 61.26 -1.50 -2.5 32.4 SrsIntlSmCp 14.36 -0.11 -3.2 -2.3
SmMidCpValAdv 19.17 -0.55 -5.4 30.6 Partners n 130.67 -4.31 17.1 26.2 DisplCoreA 11.78 -0.39 7.7 28.5 RealEstIdxInst n 12.77 -0.21 -10.8 5.7 FF2025 n 11.85 -0.08 1.2 1.7 EqDivIncm n 24.59 -0.64 -2.4 37.9 SrsIntlVal 10.51 -0.13 4.8 37.8
Aberdeen Fds: SmallCap n 25.16 -1.11 2.2 -6.2 DivIncA 27.84 -0.76 -2.4 29.7 Eaton Vance Class A: SAIUSLgCpIndxFd 17.11 -0.44 8.6 27.2 FF2030 n 14.89 -0.13 1.8 4.3 Fidel n 65.55 -1.93 13.4 19.7 STBF n 8.25 0.02 2.8 -1.3
EmMktEqty Inst 11.95 -0.10 -4.3 -20.2 Baron Instl Shares: LgCpGrowA 50.78 -1.18 22.4 16.6 TMG1.1 82.52 -2.22 10.8 24.5 SeriesBondFd 8.45 0.05 -2.3 -16.0 FF2035 n 12.91 -0.15 2.9 9.3 FltRateHi n 9.17 -0.03 9.2 19.0 StkSelSmCp n 27.30 -0.66 -2.6 20.5
Advisers Inv Trst: AssetInst 88.89 -4.21 -3.1 -7.5 LgCpVl A 14.13 -0.38 -3.6 31.1 Eaton Vance Class I: SeriesOverseas 11.13 -0.13 2.5 7.4 FF2040 n 9.20 -0.14 3.9 12.8 FocsdStk n 26.56 -0.63 12.4 12.9 StkSlcACap n 59.90 -1.66 7.7 21.2
Balanced n 80.61 -1.72 2.6 19.1 EmergingMktsInst 12.71 -0.10 -2.5 -20.9 LiGoBalA 9.87 -0.11 4.2 5.6 SerLTTreBdIdx 5.03 0.06 -11.9 -41.7 FF2045 n 10.55 -0.18 3.9 12.9 FournOne n 48.52 -0.77 3.1 10.9 StratDivInc n 14.63 -0.25 -3.0 16.0
AtlCpSMID 33.34 -0.63 -2.4 27.8 SmCpIdxInstPrem n 20.37 -0.55 -5.8 7.2
Growth n 98.46 -3.03 3.1 30.4 GrowthInst 88.21 -4.23 -1.4 9.8 SelgComuInfoA 96.17 -3.71 17.6 40.4 FF2050 n 10.68 -0.18 3.9 12.9 GNMA n 9.43 0.06 -3.7 -15.0 TaxFrB n 10.17 0.00 -1.9 -7.0
FltgRt 8.30 -0.02 8.5 13.9 STBdIdx InstPrem n 9.51 0.03 1.7 -4.7
Akre Funds: PartnersInst 135.99 -4.48 17.4 27.2 TaxEA 10.76 -0.03 -3.8 -10.7 Free2055 n 12.36 -0.21 3.9 12.9 GovtInc n 8.66 0.05 -3.2 -17.5 TotalBond n 8.92 0.05 -1.1 -12.4
GblMacAbR 8.19 0.02 5.1 9.6 STTreIdx InstPre n 9.87 0.02 1.4 -5.4
SmallCapInst 27.10 -1.20 2.3 -5.5 Columbia Class Adv: Free2060InstPrem 14.20 -0.26 3.4 10.3 GroCo n 27.68 -0.77 23.0 11.9 TotalBond K6 8.30 0.05 -1.1 -12.1
AkreFocusInst 50.47 -1.20 5.0 9.9 IncBos 4.82 0.02 3.9 5.9 TMktIdxInstPrem n 113.64 -3.02 7.4 22.8
Bernstein Fds: Freedom2015 K 10.36 -0.02 0.9 -0.7 GroInc n 48.06 -1.28 3.6 45.7 Trend n 130.16 -3.46 20.9 9.7
AkreFocusRtl 48.55 -1.16 4.8 9.1 DivIncom 28.40 -0.78 -2.2 30.7 NatlMuniInc 8.56 -0.02 -2.2 -7.8 TotalMarketIndex n 14.36 -0.38 7.6 23.7 Freedom2020 K 12.86 -0.07 1.0 0.4 GrowCoK 27.82 -0.78 23.0 12.1 Value n 12.30 -0.31 -1.5 50.1
AmanaGrowth n: DivrMuni n 13.29 0.00 -0.4 -3.2 Columbia Class C: Edgewood Growth Instituti: TtlIntIdxInstPr n 11.73 -0.14 0.2 5.4 Freedom2020K6 12.82 -0.06 1.2 0.9 GrStrt n 47.49 -1.41 1.7 1.0 ValueDisc n 32.03 -0.89 -5.4 31.0
AmanaGrowth n 61.38 -2.01 7.3 28.8 IntmDur n 10.60 0.06 -2.9 -16.4 DivInc 26.86 -0.75 -3.1 26.8 EdgewoodGrInst 35.73 -1.18 14.2 -9.8 USBdIdxInstPrem n 9.70 0.06 -2.4 -16.0 Freedom2025 K 11.84 -0.08 1.3 1.9 GwthDiscovery n 45.71 -1.09 15.0 17.3 Wrldw n 27.02 -0.53 7.5 5.2
Amer Beacon Insti: NY Mun n 12.86 0.00 -0.4 -2.2 Columbia Class I: USSusIdx n 18.36 -0.50 10.2 28.9 Freedom2025K6 11.81 -0.08 1.4 2.3 HighInc n 7.13 0.00 2.4 -2.0 Fidelity SAI:
SmCpInst 21.58 -0.56 -3.8 42.6 BlackRock Funds: F Fidelity Adv Focus A:
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Acorn I 8.96 -0.43 -0.1 -19.0 Freedom2030 K 14.89 -0.13 1.8 4.6 IntBd n 9.70 0.03 0.7 -8.6 FidSAIEmgMktIndx 11.91 -0.10 -2.3 -13.9
American Century G: CoreBd Inst 7.80 0.06 -2.3 -16.0 Balanced I 42.59 -0.53 6.9 11.7 HthCarA 51.85 -2.02 -10.3 -8.1 Freedom2030K6 14.85 -0.12 2.0 5.1 IntlDisc n 39.04 -0.52 -1.5 -4.8
Fairholme: FidSAIIntlIndxFd 11.99 -0.14 2.0 13.7
GlBond 8.23 0.05 -0.4 -11.7 HiYBlk 6.58 0.02 4.9 4.4 ContCore I 27.77 -0.69 13.1 29.9 TechA 83.51 -2.02 34.4 27.8 Freedom2035 K 12.90 -0.16 2.9 9.6 IntlEnhIdx n 9.35 -0.12 2.5 14.7
Fairholme n 29.23 -1.45 18.1 37.6 IntlValIdx 8.72 -0.14 4.8 35.9
Sustain Equity 41.70 -1.03 7.6 25.4 HiYldBd Inst 6.57 0.01 4.6 4.1 DivIncom I 27.86 -0.77 -2.2 30.7 Fidelity Advisor: Freedom2035K6 12.87 -0.16 3.1 10.0 IntlGrRet n 16.11 -0.24 1.2 0.3
FAM Value: LowDurationInc 10.03 0.01 4.3 5.2
American Century I: InflProtBdInst 9.35 0.03 -1.1 -5.9 LgCpIdx I 46.93 -1.21 8.5 26.6 Freedom2040 K 9.21 -0.14 3.9 13.2 IntlSmCap n 27.17 -0.20 1.6 13.7
SrsAdvIntlCapApp 24.91 -0.26 6.5 -2.5 Muni Inc 9.17 0.00 -1.9 -7.2
LowDurI Inst 8.80 0.01 2.5 -1.8 SelComunInfo 111.55 -4.30 17.9 41.5 FAMValue n 82.56 -1.14 0.1 19.9 Freedom2040K6 9.17 -0.15 4.0 13.6 IntMu n 9.59 0.00 -1.2 -4.6
EqInc 8.15 -0.15 -5.3 17.5 StragInc n 10.65 0.03 1.3 -2.1 SAIEmgMktLoVolIx 10.14 -0.08 3.7 11.8
BlackRock Funds A: SelLCVal 29.06 -0.78 -7.0 36.7 Federated Hermes A: Freedom2045 K 10.55 -0.18 4.0 13.2 InvGB n 6.74 0.04 -1.7 -14.7
Growth 44.53 -1.12 21.7 16.5 TotBdFdClZ 8.90 0.05 -1.1 -12.3 SAIInflaFocFd 92.68 -1.02 -4.5 47.8
IntTF 10.18 -0.01 -1.8 -5.1 AdvLgCapCore 16.28 -0.50 7.2 22.3 StratInc I 19.92 0.01 1.5 -4.5 StrValDivA p 4.86 -0.10 -13.4 25.7 Fidelity Advisor A: Freedom2045K6 10.51 -0.18 4.1 13.8 InvGrBd 9.39 0.06 -1.5 -12.9 ShortTermBd 9.49 0.01 2.6 -1.2
MdCapVal 14.16 -0.18 -7.2 28.8 CapAppr 27.19 -0.65 24.4 1.8 TotReBd I 28.18 0.18 -1.7 -16.5 Federated Hermes Int: Freedom2050 K 10.68 -0.18 4.0 13.3 LargeCap n 40.04 -1.25 7.2 47.6 TotalBd 8.43 0.04 -1.1 -11.8
BalancA 23.44 -0.30 7.2 13.5
SmCapVal 8.54 -0.25 -5.7 41.1 EqtyDivd 17.40 -0.32 -1.4 32.8 Columbia Class I2: InsHiYld 8.21 0.00 3.8 0.6 Freedom2050K6 10.67 -0.18 4.2 13.8 LCapCrEIdx n 19.22 -0.56 8.4 31.6 TxFreeBd 9.31 0.00 -1.8 -6.6
EqGrA p/r 14.57 -0.35 14.7 16.3
American Century Inv: GlblAlloc 16.42 -0.15 0.0 -0.7 DivIncom 28.37 -0.78 -2.2 30.9 TtlRtnBdI 8.93 0.06 -2.7 -13.0 GrOppA 106.06 -3.05 20.0 -5.1 Freedom2055 K 12.37 -0.21 4.0 13.3 LCapGrEIdx n 27.08 -0.76 18.7 23.3 U.S.TreBdIdx 8.32 0.04 -2.2 -16.9
HlthScOp 60.35 -2.18 -6.2 6.2 Columbia Class I3: Federated Hermes IS: NwInsghtA 29.83 -0.80 18.7 14.0 Freedom2055K6 12.35 -0.21 4.1 13.8 LevCoSt n 30.63 -0.74 7.0 25.0 Fidelity Selects:
DiscCoreVal n 28.66 -0.86 -5.4 13.5
MdCpGrA 26.41 -1.06 3.4 -14.6 KaufmnSCI 39.39 -1.25 -5.2 -19.6 StrInA 10.50 0.03 1.0 -3.0 Idx2020InsPre 14.21 -0.08 0.9 -1.2 LgCpVHIdx n 13.42 -0.39 -5.2 31.9 Biotech n 14.27 -0.56 -12.3 -24.1
EqGro n 23.40 -0.63 7.1 13.6 ContCore I3 28.53 -0.71 13.2 30.4
MultiAstIncome 9.15 -0.03 0.4 0.2 StraValDivIS 4.90 -0.10 -13.1 26.7 Fidelity Advisor Fun: Idx2025InsPre 16.06 -0.12 1.1 0.0 LmtTrmMuniIncm n 10.01 0.01 0.0 -3.3 DfAero n 15.02 0.04 -2.6 34.0
EqInc n 8.14 -0.15 -5.4 16.8 DivIncom 28.42 -0.78 -2.2 31.1
NatlMuni 9.61 NA NA NA UltraShortI 9.08 0.00 4.1 3.9 Idx2030InsPre 17.04 -0.16 1.6 2.5 LowP n 39.67 -0.67 -1.0 34.9 Energy n 58.13 -3.00 3.6 251.8
Grwth n 43.17 -1.09 21.5 15.8 Credit Suisse Common: EqGrClZ 17.13 -0.41 15.1 17.7
ScTechOppA 41.79 -0.96 22.3 -11.2 Federated Hermes R: Idx2035InsPre 19.17 -0.24 2.5 7.0 LowPriStkK 39.61 -0.67 -1.0 35.3 Health n 24.84 -0.98 -10.1 -7.1
Heritage n 18.28 -0.60 0.0 -7.8 ComdtyRet 23.50 -0.02 -4.2 51.5 InterDiscZ 38.87 -0.51 -1.5 -4.5
TotRet 9.33 0.06 -2.5 -16.1 Idx2040InsPre 19.57 -0.33 3.3 10.3 LowPriStkK6 13.39 -0.23 -0.6 36.4 HlthCareSrvPt r n 126.81 -2.96 -3.9 27.3
MdCapVal n 14.15 -0.17 -7.2 28.1 KaufmnR 4.50 -0.10 -3.6 -25.6 IntlGrwZ 16.11 -0.24 1.3 0.7
BlackRock Funds III: Idx2045InsPre 20.35 -0.36 3.4 10.4 LtdTmBdFd n 10.87 0.03 2.6 -3.9 ITSvs n 53.41 -2.03 1.6 -14.0
OneChMod n 12.76 -0.13 0.2 2.5 D Federated Hermes R6: Fidelity Advisor I:
iShS&P500IdxK483.07-12.50 8.6 27.1 Idx2050InsPre 20.39 -0.36 3.4 10.5 Magin n 10.65 -0.27 11.5 10.5
Select n 90.38 -2.81 20.0 16.3 FedInstHYBondL 8.22 0.01 4.0 0.8 BalancI 24.06 -0.30 7.5 14.4 MdTchDevis n 50.87 -2.66 -17.4 -19.5
iShUSAggBdIdxK 8.48 0.05 -2.2 -15.8 Idx2055InsPre 16.77 -0.30 3.4 10.4 MAMun n 10.67 0.00 -2.3 -8.0
Ultra n 66.17 NA NA NA Davis Funds A: StrValL 4.90 -0.10 -13.1 26.8 ConsvIncmMuni I n 9.97 0.00 2.3 2.9 Retail n 17.13 -0.13 8.1 1.6
BlackRock Funds Inst: Idx2020 Premier 14.20 -0.09 0.9 -1.2 Manager40 n 11.30 -0.05 0.9 0.5
American Century R6: NYVen A 23.67 -0.36 9.9 17.4 TtlRtnBdL 8.92 0.05 -2.8 -13.0 EqGrI 16.88 -0.40 15.0 17.2 Semiconductors r n 20.91 -0.67 43.5 76.5
Idx2025 Premier 16.05 -0.12 1.1 0.1 Manager60 n 13.18 -0.13 1.6 4.2
AmCentUltraFdR670.64 NA NA NA AdvLgCapCore 17.23 -0.53 7.4 23.2 Davis Funds C & Y: Fidelity: FAEmgMktI 25.83 -0.19 -3.4 -10.8 Softwr n 24.06 -0.80 22.4 15.2
Idx2030 Premier 17.03 -0.17 1.5 2.5 MegaCpStk n 18.52 -0.55 10.1 51.2
MdCapVal 14.16 -0.18 -7.0 29.4 CAInsMun 11.21 NA NA NA FAInvGrdI 6.75 0.04 -1.7 -14.8 Tech n 24.15 -0.58 35.4 20.0
NYVenY 24.61 -0.37 10.1 18.2 500IdxInstPrem n 143.00 -3.70 8.7 27.2 Idx2035 Premier 19.17 -0.25 2.5 7.1 MidCap n 35.50 -1.20 -5.0 33.5
SmCpVal 8.54 -0.25 -5.6 41.6 EmgMkts 21.78 -0.12 -1.6 -13.3 FltRatel 9.16 -0.03 9.1 18.8 Fidelity Series:
Del Invest Instl: BalancedK6 12.56 -0.15 7.8 15.9 Idx2040 Premier 19.56 -0.33 3.3 10.3 MidCapEnIdx n 14.78 -0.43 -3.7 20.1
American Century Y: EqtyDivd 17.48 -0.33 -1.2 33.7 GrOppI 117.60 -3.38 20.2 -4.4 Canada 13.06 -0.43 -0.5 38.8
Value 16.53 -0.36 -9.0 23.2 Contrafund K6 20.26 -0.49 20.5 15.7 Idx2045 Premier 20.35 -0.36 3.4 10.5 MuniInc n 11.34 0.00 -2.2 -7.2
IntTF 10.17 -0.01 -1.7 -5.2 FloRateIncPorIns 9.56 -0.02 9.1 16.4 HthCarI 57.65 -2.25 -10.1 -7.4 IntMuni Z 9.61 0.00 -1.1 -4.4
Deutsche DWS: EmgMktIdxInstPre n 9.22 -0.08 -2.2 -13.8 Idx2050 Premier20.38 -0.37 3.4 10.4 NASDAQ n 160.95 -4.21 22.0 13.8
American Funds Cl A: GlblAlloc 16.57 -0.16 0.1 0.0 IntlGr 16.07 -0.24 1.2 0.3 FidelityAdviAsset:
CoreEq n 27.81 -0.70 7.7 28.1 ExtMktIdxInstPre n 63.16 -1.98 0.4 1.2 Idx 2055 Premier 16.77 -0.30 3.4 10.5 NewInsights Z 31.35 -0.84 19.0 15.3
HiEqInc 24.95 -0.39 -2.8 36.6 MuniIncI 9.60 -0.01 -1.2 -4.8 ADVAssetMan60 13.18 -0.13 1.6 4.4
2020TarRetA 12.10 -0.08 -0.6 3.6 Diamond Hill Funds: FidAdAsset 12.46 0.00 0.1 -2.7 Income n 9.83 0.01 0.3 -4.7 NewMill n 42.76 -0.96 8.1 55.8
HlthScOp 64.60 -2.33 -6.0 7.0 NwInsghtI 31.20 -0.83 18.9 14.9 Fidelity Invest: First Eagle Funds:
2025TarRetA 13.49 -0.10 0.2 4.2 FidAdEm 31.92 -0.42 1.7 NS NewMkt n 11.38 0.13 3.2 -8.6
MdCpGrEq 31.12 -1.25 3.6 -14.0 LgCapI 28.02 -0.80 -3.5 19.2 REIncmInst 10.49 -0.07 -2.0 8.3
2030TarRetA 14.71 -0.16 1.2 6.1 FidSAI 8.28 0.00 2.1 NS AggrInt n 22.22 -0.24 6.5 -2.5 OTC n 15.60 -0.50 21.6 15.0 GlbA 59.42 -1.04 2.5 19.1
MultiAstIncome 9.16 -0.03 0.6 1.0 LgCapY 28.06 -0.81 -3.4 19.6 StrInI 10.65 0.03 1.2 -2.3
2035TarRetA 15.82 -0.23 2.3 9.1 FidSAIEmerg 11.27 -0.14 3.9 3.6 AilSectEq 9.73 -0.23 12.3 32.7 OTC K 15.97 -0.50 21.8 15.3 OverseasA 22.63 -0.16 0.8 6.8
NatlMuni 9.60 NA NA NA LongShortI 25.47 -0.56 2.0 25.1 Total Bd 8.90 0.05 -1.2 -12.6
2040TarRetA 16.44 -0.30 3.3 10.6 FidSer5 7.34 0.05 -4.6 NS AMgr20% n 12.46 0.00 0.1 -2.8 Ovrse n 51.30 -0.61 1.5 3.5 FPA Funds:
ScTechOppInst 46.04 -1.06 22.5 -10.6 Dimensional Fds: Fidelity Advisor M:
2045TarRetA 16.78 -0.32 3.5 10.6 FidSer0-5 9.52 0.01 2.6 NS AMgr50% n 17.64 -0.13 1.1 2.2 PuritanK 20.77 -0.27 2.8 8.1 FPANwInc n 9.53 0.03 3.8 1.8
StratIncOpptyIns 8.98 0.03 1.3 0.0 2TGlFxd 9.76 0.01 3.9 0.8 Balanced 23.82 -0.30 7.1 12.7
2050TarRetA 16.45 -0.32 3.9 10.3 FIDSerEmgMkt 7.71 -0.04 -0.4 -16.3 AMgr70% n 23.03 -0.30 2.3 7.3 Puritn n 20.80 -0.26 2.8 7.9 FPA Funds Trust:
StratMuniOppI 9.72 NA NA NA 5GlbFxdInc 10.12 0.01 4.0 -3.9 EqGr 14.04 -0.33 14.5 15.5
AmcpA 32.77 -0.90 9.2 6.9 FidSerInt 8.35 0.03 1.2 NS AMgr85% n 21.31 -0.36 3.1 10.7 RealE n 31.72 -0.56 -10.2 4.3 FPACres Inst n 35.56 -0.60 7.8 31.3
TotRet 9.33 0.07 -2.3 -15.3 DFARlEst 32.32 -0.47 -10.7 4.5 GrOppM 104.21 -3.00 19.7 -5.8
AMutlA 46.24 -0.96 -3.3 25.3 FidSerToMarket 13.53 -0.36 7.4 22.7 AstMgr30R n 10.59 -0.02 0.4 -1.5 RealEstInc n 10.53 -0.08 -2.1 8.2 FPACresentFnd 35.58 -0.59 7.9 31.5
BNY Mellon Funds: EmgMkt 24.87 -0.22 0.8 -0.7 NwInsghtM 27.81 -0.75 18.4 13.1
BondA n 10.71 0.07 -3.1 -15.1 FIDSerTresIndxFd 9.94 0.01 4.1 5.5 Balanc n 24.08 -0.30 6.4 13.5 SAIIntlMinVolInd 9.98 -0.07 1.5 6.5 Franklin A1:
BalA 28.83 -0.42 1.3 10.6 Aprec n 37.68 -1.23 6.8 22.6 EmgMktSoCoEq 12.60 -0.12 2.0 0.9 FIDZroExtMktIx n 10.10 -0.28 -4.0 14.9 Fidelity Advisor Z: BalancedK 24.08 -0.30 6.5 13.7 SAILTTreBdIdx 6.42 0.08 -13.2 -44.1
CapIBA 59.72 -0.76 -3.2 13.7 Dr500In n 47.21 -1.23 8.2 25.4 EmgMktVa 26.81 -0.24 4.1 22.7 FIDZroLgCpIx n 14.65 -0.38 9.3 24.8 SAISm-MidCap500I 5.09 -0.15 -2.9 17.0 CA TF A1 6.33 -0.01 -3.1 -9.0
AdvIntlSmCpZ 27.35 -0.20 1.7 14.1 BluCh n 145.32 -3.72 30.1 11.9
CapWA n 15.23 0.08 -3.7 -22.0 Dreyf n 14.87 -0.39 14.0 30.3 EmMktCorEq 20.27 -0.18 2.9 6.2 Flex 500 Index 17.57 -0.46 8.6 27.3 SAIUSMinVolIndFd 17.07 -0.25 3.1 21.3 Fed TF A1 9.93 -0.01 -2.9 -9.3
AssetManager50% 17.58 -0.13 1.2 2.4 BluChpGr K6 22.53 -0.61 30.4 13.6
CapWGrA 53.18 -0.83 4.5 13.0 DreyMid r Inv n 25.68 -0.73 -3.3 23.3 EmMktSmCp 20.64 -0.11 3.8 17.9 FlexIntIdx 11.27 -0.13 0.4 5.4 SAIUSQtyIdx 16.96 -0.62 11.8 26.2 HiInc A1 1.60 0.00 4.8 4.5
AssetMngr85 21.19 -0.36 3.2 11.0 BluChpGrK 146.09 -3.74 30.2 12.2
EupacA 49.20 -0.69 0.6 -6.4 GlFxIncI 18.78 0.09 0.1 -9.1 Fixd 10.23 0.01 4.0 2.6 FlexUSBdIdx 8.55 0.05 -2.4 -16.1 SmCapDisc n 22.09 -0.54 -2.5 33.0 HY TF A1 8.04 -0.01 -3.5 -9.6
AsstMngr70 23.01 -0.29 2.4 7.6 CAMun n 11.35 -0.01 -2.1 -7.3
FdInvA 63.47 -1.60 7.2 23.5 InstS&PStkIdx I 56.97 -1.48 8.5 26.5 GblAll60 40Inst 18.91 -0.21 3.2 12.8 Freedom2060K 11.36 -0.19 3.9 13.2 EmMkt Z 25.79 -0.19 -3.3 -10.5 SmlCapO n 11.42 -0.26 -1.7 21.2 IncomeA1 2.12 -0.01 -2.1 21.0
CapAp n 34.70 -0.90 8.8 17.6
GBalA 32.27 -0.25 0.6 3.1 IntlStkI 20.62 -0.20 0.5 -2.3 GlEqInst 26.78 -0.57 3.1 25.1 GlexUSIdxInstPre n 12.62 -0.14 0.6 5.5 FloatRateHighInc 9.16 -0.04 9.2 19.0 CapDevO n 18.56 -0.59 7.5 47.3 SmlCpGrth n 22.88 -0.68 -3.3 -4.6 NY TF A1 9.19 -0.01 -2.7 -10.1
GovtA n 11.43 0.07 -4.2 -15.2 IntlStkY 20.37 -0.19 0.6 -2.2 GlRESec 8.59 -0.11 -11.5 -1.0 GrowthCompanyK6 18.65 -0.51 21.2 11.8 GovtIncome 8.68 0.05 -3.1 -17.3 CnvSc n 30.01 -0.26 2.1 11.1 SmlCpGrth K6 12.21 -0.37 -3.1 -3.9 US Gov A1 4.76 0.02 -3.8 -15.3
GwthA 56.60 -1.52 14.4 7.9 SmMidCpGrI 21.16 -0.73 -7.0 -30.8 InfProtSec 10.43 0.04 -1.0 -6.8 InflPrBdIndInsPr n 8.92 0.03 -1.0 -6.3 GrOpp 119.25 -3.42 20.3 -4.0 Contra n 14.53 -0.34 21.9 15.8 SmlCpGrth Z 23.12 -0.69 -3.2 -4.3 Utils A1 18.53 0.12 -12.6 3.3
HI TrA n 8.85 0.02 3.1 7.4 StrgVal I 38.99 -1.08 0.8 63.4 IntGvFxdInc 10.44 0.05 -1.9 -17.8 IntlIdxInstPrem n 42.04 -0.46 2.1 13.7 InvestGradeBd 6.75 0.04 -1.6 -14.5 ContraK 14.59 -0.34 22.0 16.1 SmlCpVal n 16.33 -0.41 -4.1 45.6 Franklin Templeton:
HiInMuniA n 13.72 -0.02 -1.8 -5.4 BNY Mellon Funds Tru: IntlCoreEq 13.36 -0.15 1.3 17.2 IntlIndex n 9.90 -0.11 0.9 6.3 NewMktsIncFdZ 11.38 0.14 3.3 -8.4 CpInc n 9.02 -0.01 4.3 13.5 Srs1000ValIndRet 13.26 -0.35 -3.6 28.5 TgtModA 12.86 NA NA NA
ICAA 44.65 -0.91 9.3 28.2 MCMultiStrM 15.61 -0.48 -1.5 10.8 IntlREst 3.23 -0.03 -12.9 -10.0 IntrTresBdIxPrem n 9.17 0.05 -2.6 -17.8 RE Income 10.48 -0.07 -1.9 8.7 DisEq n 52.13 -1.38 14.1 14.5 SrsBlChGroRetail n 13.04 -0.34 31.1 15.8 FrankTemp/Frank Adv:
 56 BARRON’S October 30, 2023

D ATA MUTUAL FUNDS D ATA P R O V ID E D BY LIP P E R B A R R ON S .C OM / D ATA

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
CA TF Adv 6.32 -0.01 -3.0 -8.7 DivrsDiv p 16.34 -0.47 -5.3 23.7 MdCpVal L 32.27 -0.61 -5.9 30.2 InvGradeBdY 9.21 0.01 -1.1 -9.4 TotRt 8.02 0.06 -2.2 -16.0 Schwab Funds: EnergyAdml nr 89.86 -1.45 5.1 93.2 VANGUARD INDEX FDS:
CvtScAdv 18.82 -0.26 -1.5 0.7 EqIncA 9.49 -0.16 -2.0 22.9 JPMorgan R Class: LSGrowthY 20.66 -0.57 26.9 16.1 PIMCO Funds Instl: 1000 Inv nr 89.28 NA NA NA EqIncAdml n 78.55 -1.79 -5.2 34.3 500 380.19 -9.85 8.5 26.7
Dynat Adv 115.03 -3.05 19.2 -10.9 EqWtdA p 61.07 -1.54 -4.3 26.1 CoreBond 9.64 0.03 -1.7 -13.5 Neuberger Berman Fds: ComPLUSStrtgyFd 7.11 -0.03 5.2 115.3 CoreEq n 18.16 NA NA NA EuropeAdml n 69.06 -0.97 2.0 17.8 EmgMktInstPl 79.84 -0.36 -1.2 -8.0
Growth Adv 111.23 -2.71 8.0 10.0 GblStrIncmA p 2.95 0.01 0.8 -9.4 CorePlusBd 6.76 0.02 -1.7 -13.3 GenesInst 53.60 -1.57 -1.6 8.3 DynamicBd 9.44 0.04 2.0 -2.8 FunIntlLgInst nr 9.51 NA NA NA ExplrAdml n 84.89 -2.64 -2.3 5.1 ExtndIstPl 247.29 -7.74 0.4 1.3
IncomeAdv 2.10 -0.01 -2.1 21.1 GlbOppA p 39.42 -1.27 -9.0 -36.0 HighYld r 6.02 -0.03 3.8 4.4 IntrinsicValInst 16.93 -0.61 -4.9 26.8 IncomeFd 10.03 0.06 2.1 0.1 FunUSLgInst nr 21.45 NA NA NA ExtndAdml n 100.21 -3.14 0.4 1.2 FTAIWdInPl 103.50 -1.15 0.6 6.6
RisDv Adv 81.03 -1.70 -0.8 25.3 GrIncA 19.74 -0.56 -2.6 42.2 MtgBckd 9.48 0.04 -1.7 -11.2 LCVal Inst 39.42 -0.54 -8.4 46.8 InflRespMulAsset 7.61 NA NA NA InflProSel n 9.84 NA NA NA GNMAAdml n 8.63 0.06 -3.5 -14.2 IdxIntl 16.41 -0.18 0.3 6.1
SmCpValAdv 50.08 -0.72 -6.0 28.5 HYMuA 7.71 -0.02 -6.0 -9.9 ShtDurBnd 10.48 0.00 2.7 -0.5 LgShInst 16.67 -0.13 7.0 12.9 Pioneer Funds A: IntI Sel nr 20.18 NA NA NA GroIncAdml n 84.44 -2.06 8.1 28.9 ITTresIdx Inst 23.76 0.12 -1.1 -14.0
FrankTemp/Franklin A: IntTMIA p 9.81 -0.01 -1.4 -5.4 USRechEnhEq 31.91 -0.83 10.4 31.9 StrIncInst 9.13 0.05 1.2 -2.5 CoreEqA 18.65 -0.39 3.2 19.9 S&P Sel n 64.14 NA NA NA GrwthAdml n 135.10 -3.81 23.7 15.4 LTTresIdx Inst 22.62 0.30 -11.8 -41.7
BAL A 11.21 -0.12 -3.7 10.9 InvGloblFdA 82.86 -2.87 11.4 0.9 JPMorgPrm: Neuberger Berman Inv: DiscGrA 13.97 -0.38 10.1 21.0 SmCp Sel nr 26.90 NA NA NA HltClxAd nr 111.61 -4.54 -9.1 12.5 MdCpGrAdml n 77.88 -3.07 1.2 -1.5
DynaTech A 110.14 -2.93 18.9 -11.5 LmtdTrmMunInc p 10.66 -0.01 -0.4 -2.0 PioFdA 31.34 -1.02 7.5 20.7 TSM Sel nr 70.38 NA NA NA HlthCareAdml nr 81.51 -3.17 -6.2 12.4 MdCpVlAdml n 64.35 -1.01 -6.7 27.5
USEquity L 18.58 -0.45 9.4 28.3 Genes n 53.44 -1.58 -1.7 7.8
EqIn A 26.28 -0.76 -4.6 23.7 MnStFndA 45.99 -1.15 6.0 17.7 Pioneer Funds Y: USSmCoIdx nr 13.75 NA NA NA HYCorAdml nr 5.05 0.02 3.0 0.8 SmValAdml n 64.09 -1.43 -4.5 36.2
Guard n 22.41 -0.48 16.9 22.8
FoundFAlA 12.54 -0.14 0.4 13.0 MnStSmCpA p 22.72 -0.63 -2.7 16.8 L SEI Portfolios: InfProAd n 22.38 0.09 -1.1 -6.4 TotBd2 8.93 0.05 -2.3 -16.0
LCVal n 39.43 -0.54 -8.5 46.2 BondY 7.66 0.05 -1.9 -13.0
GrOp A 40.19 -1.31 15.5 -6.5 ModInvA 9.55 -0.09 -0.3 -0.4 InfTechIdx n 205.45 -4.41 26.4 31.2 TotIntlInstIdx r 109.75 -1.22 0.3 6.3
Neuberger Berman Tr: StratIncY p p 8.74 0.06 -0.6 -7.0 CoreFxIn F 8.94 0.07 -2.8 -17.8
Growth A 110.13 -2.69 7.8 9.1 MunInA 10.99 -0.02 -3.2 -9.2 Laudus Funds: IntlGrAdml n 87.50 -1.40 -3.2 -21.1 TotItlInstPlId r 109.78 -1.22 0.3 6.3
GenesisFdR6 53.60 -1.57 -1.5 8.7 Price Funds: IntlEmg F 9.77 -0.05 -1.5 -12.0
LwDuToRt A 8.76 0.01 2.8 0.8 RchHiYldMuniA 6.19 -0.02 -3.5 -7.3 USLgCpGr nr 20.99 NA NA NA ITBondAdml n 9.64 0.05 -1.9 -16.3 TotSt 98.83 -2.63 7.3 22.4
Nicholas Group: 2050RetFd n 15.30 -0.31 4.7 12.0 IntlEq F 10.28 -0.14 2.6 11.2
RisDv A 81.13 -1.70 -1.0 24.4 RisingDivA 21.73 -0.53 3.5 25.1 Lazard Instl: ITIGradeAdml n 7.98 0.06 -0.9 -14.3 VANGUARD INSTL FDS:
Nich n 76.23 -1.77 14.1 30.7 Balnanced n 22.82 -0.27 4.3 6.4 IntMuni F 10.46 0.00 -1.7 -6.4 ITsryAdml n 9.50 0.04 -1.6 -13.7
SmMCpGrA 28.23 -1.09 2.2 -16.1 RochAMTFrMuni 6.36 -0.01 -3.0 -7.6 BalInst 40.28 -0.53 3.5 6.2
EmgMktEq 15.94 -0.12 9.4 17.1 Northern Funds: BlChip n 132.22 -3.15 27.7 -3.0 LgCapGr F 39.38 -0.88 18.4 15.2 ITTresIdx n 19.15 0.10 -1.1 -14.1
StrInc A 7.84 0.01 1.5 -4.3 RoMu A p 13.64 -0.01 -3.7 -8.2 DevMktsIndInst 13.38 -0.18 0.9 11.8
GlbLstInfr 13.91 -0.11 -0.5 23.0 Communica&Tech n 109.24 -2.78 18.0 -18.6 TaxMgdLC F 30.32 -0.78 1.5 27.9 LarCapAd n 94.96 -2.51 9.1 24.3
TtlRtn A 7.80 0.05 -2.1 -15.6 SenFltRtA 6.64 -0.02 9.1 23.3 BdIdx n 8.65 0.06 -2.5 -16.0 DevMktsInxInst20.92 -0.28 0.9 11.9
IntStrtEq r 13.39 -0.13 -0.1 3.0 DivGro n 63.38 -1.30 -0.2 25.2 SmeadFds: LTGradeAdml n 6.98 0.07 -6.9 -30.3
FrankTemp/Franklin C: SP IncomeA 4.95 -0.08 14.8 156.9 EmMktsEqIdx nr 9.90 NA NA NA EmMkInst r 24.00 -0.11 -1.3 -8.0
Invesco Funds P: Legg Mason I: EqInc n 30.52 -0.75 -5.1 37.2 SmeadValueInstl64.28 -1.99 -2.8 57.2 LTsryAdml n 7.51 0.10 -11.9 -41.5
HiYFxInc n 5.57 0.01 4.6 4.2 ExtndInst 100.21 -3.13 0.4 1.3
Income C 2.16 -0.01 -2.5 18.7 IntlGrTrI 53.24 -0.85 -1.4 -7.2 EqIndex n 108.35 -2.80 8.5 26.6 SSgA Funds: MidCpAdml n 242.28 -6.49 -3.0 12.3
Summit P pn 19.06 -0.56 15.2 -4.2 IntlEqIdx nr 12.37 NA NA NA FTAlWldIst r 97.74 -1.09 0.6 6.6
FrankTemp/Franklin R: Longleaf Partners: GlbStk n 49.32 -1.22 7.9 -0.9 SP500 n 215.99 -5.60 8.5 26.7 MrgBkdIdx n 17.11 0.15 -4.1 -15.9
Invesco Funds Y: IntTxExpt n 9.32 -0.01 -1.4 -7.4 FTScinst 27.73 -0.74 11.8 20.2
FrkDynTchR6 116.73 -3.09 19.3 -10.6 Partners n 19.20 -0.82 5.1 20.1 MidCpIdx n 17.97 -0.51 -3.0 24.6 GlbTech n 13.02 -0.25 29.6 -26.9 MuHYAdml n 9.71 -0.01 -2.4 -7.4
DevMktY 35.40 -0.05 1.3 -19.3 GrwthInst 135.10 -3.82 23.7 15.4
FrkGrthR6 111.19 -2.71 8.1 10.2 Loomis Sayles Fds: SmCpVal n 17.19 -0.28 -4.7 30.6 Growth n 77.59 -1.93 25.9 -1.3 T MuIntAdml n 12.87 0.00 -1.4 -5.3
DiscovY 86.25 -2.37 -2.3 -9.5 InPrSeIn 9.11 0.03 -1.1 -6.4
FrkIncR6 2.11 -0.01 -2.0 21.7 StkIdx n 43.82 -1.13 8.6 26.9 HelSci n 81.46 -2.85 -9.3 -0.4 MuLTAdml n 10.00 0.00 -2.7 -8.4
EqWtdY 62.11 -1.56 -4.1 27.0 LSBondI 10.80 0.02 -1.4 -6.6 TCW Funds: InstIdx 343.93 -8.91 8.6 27.1
FrkRisDivR6 81.02 -1.69 -0.7 25.6 Nuveen Cl A: InstFLRfd r 9.32 -0.02 9.0 16.6 MuLtdAdml n 10.51 0.00 0.4 -1.3
GloblY 83.99 -2.90 11.6 1.6 Lord Abbett A: InstPlus 343.93 -8.90 8.6 27.2
FrkSmCpGrR6 18.86 -0.69 2.3 -16.2 InstHiYld 7.28 0.01 4.5 2.4 EmMktInc n 5.84 0.06 0.4 -15.8 MuShtAdml n 15.51 0.00 1.6 1.4
IntGrowY 32.68 -0.49 -1.2 -8.5 Affiltd p 14.66 -0.39 -4.3 23.0 AAMunBd p 9.47 -0.01 -2.1 -11.6 InstTStPlus 71.07 -1.88 7.4 22.9
FrankTemp/Mutual A&B: LgCapGow I 57.64 -1.23 25.5 9.6 TotRetBondI n 7.46 0.06 -4.7 -21.1 NJLTAdml n 10.47 0.00 -2.3 -6.2
IntlSmCoY 35.23 -0.43 -9.3 -19.0 BdDeb p 6.63 0.01 -0.9 -6.5 HiYldMuBd p 13.26 -0.03 -7.0 -8.3 ITBdInst 9.64 0.05 -1.9 -16.3
Shares A 21.75 -0.61 -1.6 27.3 InstLCCoreGr 53.15 -1.26 27.9 -2.4 Thompson IM: NYLTAdml n 9.96 -0.01 -2.5 -8.1
Ivy Funds: CalibrDivGr 17.07 -0.42 1.5 21.0 Nuveen Cl I: ITBdInstPI 9.64 0.05 -1.9 -16.3
FrankTemp/Temp A: LgCpVal 21.03 -0.45 -5.3 34.5 Bond n 9.57 -0.01 2.6 3.5 PacifAdml n 79.17 -0.63 0.5 1.4
AssetStrA p 18.14 -0.22 2.8 12.5 FloatRt p 8.02 -0.02 9.3 17.1 HYMunBd 13.27 -0.03 -6.7 -7.7 LaCapInst 390.86-10.30 9.2 24.3
InstSmCap 23.00 -0.55 -3.8 1.4 Thornburg Fds: PALTAdml n 9.93 -0.01 -3.1 -8.7
Frgn A 7.17 -0.15 4.5 24.5 HYMuniBd p 9.85 -0.04 -2.5 -9.3 Nuveen Cl R: MidCpInst 53.52 -1.43 -3.0 12.4
CoreEqA t 14.64 -0.31 5.8 25.8 IntDis n 54.15 -0.62 -4.7 -17.7 PrmcpAdml nr 144.70 -5.53 10.6 30.7
GlBond A 6.99 -0.01 -8.5 -17.9 LgCpGwthA p 26.26 -0.89 17.7 20.0 IntrTxFr 9.64 -0.01 -1.1 -6.6 IncBuildA t 21.72 -0.23 6.3 36.6 MidCpIstPl 263.95 -7.07 -2.9 12.4
IntDMunBd 8.35 -0.01 -1.4 -5.5 IntlStk n 16.55 -0.27 -0.2 -2.2 RealEstatAdml n 100.98 -1.61 -10.9 2.3
Growth A 22.18 -0.48 3.8 10.6 LgCpGwthl r 28.75 -0.98 17.9 21.0 MultiAstBalOppty 9.84 -0.11 -0.2 3.4 IntVal I 22.76 -0.04 3.1 4.8 RealEstaInstl 15.63 -0.25 -10.9 2.3
LmtTrmR 10.49 0.00 -0.3 -1.9 MCapVal n 27.80 -0.81 -1.9 36.6 S&PSC600Idx 326.56 -7.52 -6.4 23.8
World A 12.60 -0.29 10.4 4.4 MidCapI 25.79 -1.24 -3.8 -10.0 ShtDurIncmA p 3.79 0.00 2.4 -0.2 LtdTIncI 12.31 0.03 1.6 -5.5 Rs1000GrwIdxInst509.67-13.73 20.9 19.8
MCEqGr 56.21 -2.17 0.6 0.8 SmCapAdml n 83.97 -2.38 -3.4 13.5
FrankTemp/Temp Adv: MdCpGwthA p 22.55 -1.09 -4.0 -10.9 TaxFr p 9.64 0.00 -2.3 -9.7 O LtdTMu I 13.13 0.00 -0.4 -4.5 Rs1000Vl IdxInst246.30 -6.44 -3.7 28.1
MidCap n 89.04 -3.41 0.4 0.9 SmGthAdml n 69.00 -2.53 -1.7 -11.3
GlBondAdv 6.95 -0.02 -8.4 -17.4 ScTechA p 41.90 -0.69 14.2 2.3 Lord Abbett C: Thrivent Funds A: Russ1000IdxInst360.92 -9.59 8.2 24.1
NAmer n 58.87 -1.53 13.0 20.2 STBondAdml n 9.84 0.03 1.6 -4.8
Frost Family of Fund: Oakmark Funds Invest: LgCpStk 23.38 -0.54 4.4 15.6 SmCapInst 83.96 -2.39 -3.4 13.5
ShtDurIncmC t 3.81 0.00 1.9 -2.0 NHoriz n 46.65 -2.14 0.7 -22.3 STCorpIx n 20.41 0.07 2.0 -3.5
FrTRInst 9.14 0.04 2.2 2.6 J EqtyInc nr 30.07 -0.44 2.2 23.2 MidCapStk 24.86 -0.87 -3.7 19.4 SmCapIstPl 242.35 -6.89 -3.4 13.6
Lord Abbett F: OverS SF nr 11.05 -0.17 0.7 11.9 STFedAdml n 9.87 0.02 1.0 -4.4
Oakmark n 111.70 -3.35 9.2 55.4 Thrivent Funds S: SmGthInst 55.26 -2.02 -1.7 -11.2
ShtDurIncm 3.79 0.00 2.7 0.3 QMUSSmCpGrEq n 34.64 -0.91 -0.1 1.1 STIGradeAdml n 9.91 0.03 2.2 -3.3
G Janus Henderson: OakmrkInt n 22.92 -0.68 -0.4 18.7 SmValInst 35.82 -0.80 -4.5 36.3
Lord Abbett I: SpectModerGwAllo n 32.98 -0.47 3.9 5.1 LgCpVal n 24.87 -0.70 -2.3 45.3 STIPSIxAdm n 23.67 0.05 2.6 6.2
Balanced C 37.21 -0.63 1.7 4.2 Select n 57.48 -1.95 16.1 49.1 STBdIdxInstPl 9.84 0.03 1.7 -4.7
R2010 n 13.78 -0.09 2.1 2.2 MidCapStk n 29.39 -1.03 -3.5 20.2 STsryAdml n 9.70 0.01 0.9 -4.3
GE Elfun/S&S: Balanced T n 37.79 -0.64 2.4 6.7 BdDebentr 6.60 0.02 -0.6 -5.7 Old Westbury Fds: STBDInst 9.84 0.03 1.6 -4.7
R2015 n 11.48 -0.08 2.2 3.5 TIAA-CREF/Instl Cl: STTresIdx n 19.23 0.04 2.1 -2.5
Trusts n 67.31 -1.43 14.9 28.1 Enterprise T n 118.30 -4.17 -0.1 14.5 FloatRt 8.02 -0.03 9.5 17.7 STCorpIxInst p 24.99 0.09 2.1 -3.4
AlCpCore n 21.46 -0.61 8.0 14.9 R2020 n 17.14 -0.14 2.4 4.6 CoreBond Inst 8.54 0.06 -1.8 -14.4 TotBdAdml n 9.04 0.05 -2.2 -15.8
GMO Trust Class III: GlLifeSci T nr 61.61 -2.52 -7.8 7.1 HiYld 5.91 0.00 1.9 -1.2 STIGradeInst 9.91 0.03 2.2 -3.2
CreditIncomeFd n 7.50 0.04 -3.0 -14.0 R2025 n 15.01 -0.15 2.7 6.0 CorePlsBd 8.57 0.07 -1.2 -12.9 TotIntBdIdxAdm n 19.12 0.09 2.3 -12.5
GlTech T nr 43.16 -1.27 28.4 3.6 ShtDurInc p 3.79 0.01 2.8 0.6 STIPSIxins 23.68 0.04 2.6 6.2
EmgCntryDt 18.15 0.14 5.3 -6.4 FixInc pn 9.73 0.04 -0.8 -10.6 R2030 n 22.52 -0.28 3.0 7.3 TIAA-CREF/Retail Cl: TotIntlAdmIdx nr 27.44 -0.31 0.3 6.2
Grw&Inc T n 64.52 -1.80 2.9 26.9 STTresIdx 24.16 0.05 2.1 -2.4
Quality 26.22 -0.50 13.9 38.8 LrgCpStr n 15.06 -0.37 3.3 3.6 R2035 n 17.68 -0.28 3.5 8.8 TotStAdml n 98.85 -2.63 7.4 22.8
Resh T n 57.87 -1.33 22.0 11.6 M EqIdx n 29.67 -0.79 7.2 22.2 TotBdInst 9.04 0.05 -2.2 -15.8
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GMO Trust Class VI: MuniBd pn 11.05 0.01 -1.9 -6.9 R2040 n 25.43 -0.46 4.1 10.4 TxMBal nr 37.03 -0.46 3.3 9.0
Jensen I : Gro&Inc n 21.87 -0.48 14.9 25.2 TotBdInst2 8.93 0.05 -2.2 -15.8
Quality 26.23 -0.50 14.0 39.2 MainStay Fds A: Sm&MdCapStrategi n 13.14 -0.27 -5.5 -9.1 Ret2045 n 18.05 -0.35 4.5 11.8 TxMCapAdml n 212.27 -5.64 8.4 25.0
TIAA/CREF Funds: TotBdInstPl 9.04 0.05 -2.2 -15.8
Goldman Sachs Inst: Jensen I 55.73 -1.68 2.8 22.9 Optimum Funds Inst: Ret2055 n 15.93 -0.33 4.6 11.9 TxMIn nr 13.36 -0.18 0.8 11.7
HiYldBdA 4.92 0.01 4.4 4.9 BdIdxInst 9.01 0.06 -2.2 -16.1 TotIntBdIdxInst28.69 0.14 2.3 -12.4
JensenQualGrJ n: Fixed Inc 7.78 0.06 -2.7 -16.5 RetBal Inc n 12.01 -0.07 1.8 2.6 TxMSC nr 71.38 -1.63 -6.3 23.7
EmgMktEq 19.73 NA NA NA TxFrBdA 8.78 -0.01 -2.5 -8.2 EqIdxInst 29.15 -0.78 7.4 23.1 TotStInst 98.87 -2.63 7.4 22.8
JensenQualGrJ n 55.80 -1.69 2.6 22.2 LgCpGrwth 19.04 -0.53 19.8 -0.1 SciTec n 33.90 -0.99 29.7 1.8 USGroAdml n 120.82 -3.96 19.2 -9.1
HYMuni 8.29 -0.02 -2.9 -7.4 Mairs&Power: Gr&IncInst 14.04 -0.30 15.2 26.3 TtlWrldIxInst p 181.83 -3.73 4.7 16.0
JHF III DispVal: LgCpVal 17.94 -0.48 -3.9 29.6 Sht-Bd n 4.48 0.01 2.6 -1.6 UtilIxAd nr 63.56 0.65 -15.3 -0.7
Muni 14.27 -0.02 -1.2 -4.1 MairsPwrGr n 127.23 -2.29 8.3 24.2 HgYldInst 8.06 0.03 3.6 2.2 TxMCaInst r 105.46 -2.81 8.4 25.1
DispVal 21.64 -0.71 -0.9 43.3 Osterweis Strat Income: SmCap n 44.60 -0.84 -6.9 15.2 ValAdml n 51.42 -1.24 -4.3 35.5
Guggenheim Funds Tru: Mass Mutual: IntlEqIdxInst 19.48 -0.22 2.0 13.6 ValueInst 51.42 -1.24 -4.3 35.5
DispVal I 20.74 -0.68 -0.7 44.4 SmCapStk n 49.33 -1.18 -3.9 1.3 WdsrllAdml n 68.27 -1.90 4.1 34.6
MacOppFdClInstl 23.37 0.01 3.9 2.2 OsterweisStrInc n 10.48 0.01 5.9 9.0 IntlEqIdxRet 19.94 -0.23 1.8 12.8 Victory Funds:
DispValMCI 24.08 -0.68 -1.4 37.4 SelBluChipGroClI 20.75 -0.53 27.6 5.0 SpecGr n 21.08 -0.47 4.5 15.7 WellsIAdml n 55.89 -0.19 -3.2 0.8
TotRtnBdFdClInst 22.13 0.12 -1.1 -14.4 MassMutual Select: SpecInc n 10.52 0.02 -0.4 -4.1 IntlEqInst 11.80 -0.16 3.2 12.1 EstValA 42.00 -0.92 -5.4 41.5
DispValMdCp 22.87 -0.64 -1.5 36.5 PQ WelltnAdml n 66.66 -0.92 2.2 11.9
GuideStone Funds: SuMuInt n 10.78 -0.01 -1.2 -5.5 LC2040Inst 9.15 -0.13 3.9 10.4 EstValI 42.05 -0.91 -5.1 42.9
DispValMdCpR624.09 -0.68 -1.3 37.9 MCGrEqIII 17.37 -0.71 -0.6 -1.7 WndsrAdml n 66.87 -1.69 -1.3 48.3
EqindxGS2 43.49 NA NA NA TF Incom n 9.96 -0.03 -2.8 -7.4 LCIdx2020Inst 17.27 -0.11 1.8 1.7 SmCoOppI 43.25 -1.02 -6.7 33.3
DispValR6 20.80 -0.69 -0.6 44.8 Metropolitan West: Parnassus Fds: VANGUARD FDS:
MedDurGS2 11.91 NA NA NA TotIndex n 44.14 -1.17 7.6 22.3 LCIdx2025Inst 18.92 -0.15 2.2 3.4 Victory Port:
JHITFunLgCpCorFd: LowDurBdI 8.07 0.02 1.8 -2.6 ParnEqFd n 50.29 -1.34 7.6 22.9 CAIT n 10.74 0.00 -1.5 -5.9
U.S.EqResch n 40.41 -1.03 11.4 29.9 LCIdx2035Inst 22.18 -0.27 3.2 7.8 Market Neutral I 8.67 0.04 8.1 10.7
H FunLgCpCorA 55.12 -1.39 9.4 21.2 TotRetBd n 8.48 0.06 -3.3 -17.8 Pear Tree: CapOp nr 68.75 -2.19 8.6 25.1
USLrgCpCore n 31.38 -0.65 7.4 27.1 LCIdx2040Inst 23.53 -0.36 3.7 10.5 SSfnd 43.18 -1.02 -6.7 33.4
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

John Hancock: TotRetBdI 8.47 0.05 -3.1 -17.4 ForeignVal I r 20.18 -0.16 3.3 17.4 DivdGro n 33.42 -0.62 -4.4 24.6
Value n 37.77 -0.96 -2.0 29.6 LCIdx2045Inst 24.40 -0.42 4.2 13.0 VsycamoreFnd 42.07 -0.91 -5.1 43.1
Harbor Funds: TRBdPlan 7.95 0.06 -3.0 -17.1 Perm Port Funds: DivrEq n 38.71 -1.14 7.3 16.6
500Index1 42.93 -2.32 8.4 26.1 Price Funds - Adv Cl: LrgCpGrIdxInst 44.81 -1.21 20.9 19.8 Victory Portfolios I:
CapApInst 80.30 -1.84 27.9 1.7 UnconstrBdI 9.91 0.03 2.0 -3.4 Energy nr 47.88 -0.77 5.0 92.7
BondI 12.57 0.08 -2.3 -14.8 Permanent n 48.26 -0.57 4.0 18.3 Growth p 74.88 -1.87 25.7 -2.1 LrgCpGrInst 19.84 -0.47 23.2 6.6 500Indx Reward n 52.79 -1.39 9.1 25.2
IntlInst 39.66 -0.43 0.8 12.1 MFS Funds: EqInc n 37.48 -0.86 -5.3 33.9
BondR6 12.59 0.08 -2.2 -14.6 PGIM Funds Cl A: R2030A p 22.21 -0.27 2.9 6.6 LrgCpVl IdxInst 20.94 -0.54 -3.6 28.3 CrnstModAggr n 23.56 -0.23 0.3 5.0
SmCpValInst 34.52 -0.97 -3.7 21.8 IIE 28.94 -0.25 2.8 16.4 Explr n 91.24 -2.84 -2.4 4.7
IntlGrwI 22.17 -0.39 -1.2 -11.6 HighYield 4.43 NA NA NA R2040A p 25.08 -0.46 3.9 9.6 LrgCpVl IdxRet 21.33 -0.56 -3.9 27.3 Gr&Inc n 20.05 -0.47 9.0 19.8
Harding Loevner: MFS Funds Class A: FTAlWldInAdml n 30.83 -0.34 0.5 6.5
John Hancock Class 1: JennGrowth 45.77 -1.02 27.1 0.9 Price Funds - R Cl: LrgCpVl Inst 18.84 -0.49 -1.1 36.3 Grwth n 28.76 -0.71 25.2 7.1
GlbCapCyl Inv nr 11.52 -0.07 0.2 50.4
IntlEq 23.06 -0.16 -1.5 -1.2 BlueChipGrw 41.97 -1.01 27.7 -2.8 AgGrAIA 25.00 -0.47 0.8 11.0 JennUtility 12.89 0.03 -11.5 2.0 QuantSmCpEqInst 14.63 -0.38 -3.4 27.7 Inco n 10.68 0.06 -1.1 -12.2
R2030R p 21.87 -0.27 2.6 5.7 GlbEq n 27.49 -0.71 2.8 3.3
Hartford Funds A: LSAggr 11.94 -0.26 1.1 9.9 CoEqyA 39.93 -0.96 5.2 21.1 TotalReturnBond p 11.22 NA NA NA RealSecInst 14.34 -0.22 -9.4 -1.6 IncStk n 16.57 -0.41 -2.9 29.0
PRIMECAP Odyssey Fds: GloMinVolFdAdm n 26.89 -0.13 -0.1 14.0
BalIncA 12.94 -0.07 -3.5 3.0 LSBalncd 11.45 -0.13 0.6 3.4 GrowthA 142.94 -3.62 17.1 5.7 PGIM Funds Cl Z: S&P500IdxInst 45.48 -1.17 8.6 27.1 IntmTerm n 11.86 -0.02 -1.4 -5.4
AggGrowth r nr 37.92 -1.23 4.6 1.1 GNMA n 8.63 0.06 -3.5 -14.5
CapAppA 33.59 -0.90 1.9 9.0 LSGwth 11.88 -0.21 0.9 7.2 IntlVA 36.62 -0.55 3.0 -3.6 HighYield 4.44 NA NA NA S&P500IdxRet 45.07 -1.17 8.4 26.1 GroInc n 51.73 -1.26 8.0 28.5 LgTerm n 10.97 -0.02 -4.0 -10.3
Growth r nr 35.32 -1.16 4.9 22.1 SmCpBl IdxInst 18.88 -0.50 -5.8 7.3
DiscpEqA 40.79 -1.01 5.5 17.3 LSModer 10.87 NA NA NA MCapA 22.44 -0.56 1.5 -7.6 JennGrowth 51.93 -1.16 27.4 1.8 HlthCare nr 193.26 -7.52 -6.3 12.2 Nasdaq100 n 36.36 -0.98 30.0 23.6
Stock r nr 33.11 -1.24 3.7 34.5 SocChEqInst 23.09 -0.54 3.7 21.7
DivGth A 28.91 -0.78 -0.4 34.8 John Hancock Funds A: MCapValA 26.10 -0.48 -4.3 31.6 TotalReturnBond 11.18 NA NA NA HYCor nr 5.05 0.02 2.9 0.5 ntTerBd n 8.63 0.04 -0.5 -10.3
Principal Investors: Tortoise Capital:
EqInc 18.79 -0.41 -5.4 32.3 BalA 23.32 -0.28 4.8 7.8 MIGA 35.22 -0.85 6.6 19.9 PIMCO Fds Instl: InflaPro n 11.40 0.05 -1.2 -6.7 S&PIdx n 52.75 -1.39 9.0 24.8
MITA 32.67 -0.84 3.1 21.4 HiYld IN 7.72 -0.03 4.6 2.3 TarRet2040 n 11.04 -0.17 3.1 11.9
GrOppty 35.07 -0.93 17.4 -13.3 BondA p 12.57 0.08 -2.5 -15.6 AllAsset 10.26 NA NA NA TorMLPPipInsCl 13.59 -0.31 7.1 116.1 IntlExplr n 14.44 -0.20 -4.7 -10.0
MuHiA 6.67 -0.01 -3.9 -9.4 InfPro IN 7.57 0.03 -1.3 -7.1 VicAggFnd n 44.16 -1.07 24.6 2.6
MidCap A 21.41 -0.78 -5.3 -5.4 LifeBal 11.57 -0.13 0.3 2.3 AllAssetAuth r 6.05 NA NA NA Touchstone Funds Gro: IntlGr n 27.50 -0.44 -3.3 -21.4
MuInA 7.50 -0.01 -3.2 -8.6 LgIndxI 20.90 -0.54 8.5 26.6 SustWld n 23.27 -0.40 7.8 15.2
Hartford Funds C: LifeGrw 11.93 -0.21 0.6 6.0 CommodtyRR 13.39 NA NA NA MdCpY 43.59 -0.98 5.6 15.9 IntlVal n 36.29 -0.33 1.5 17.7
ResBdA 8.87 0.05 -1.4 -14.7 LT2020 In 11.36 -0.08 1.1 1.6 CorePlus INSTL 8.63 0.04 -0.4 -10.2
Bal IncC 12.71 -0.07 -4.1 0.7 John Hancock Instl: DivInc 8.84 0.04 1.2 -9.2 Touchstone Strategic: ITIGrade n 7.98 0.06 -1.0 -14.5
RschA 49.05 -1.22 5.3 19.5 LT2030In 12.36 -0.14 1.2 4.6 Income Fund INST 10.67 0.06 -1.1 -12.1
Hartford Funds I: StratIncmOppI 9.36 0.03 -0.1 -6.0 HiYld 7.41 0.03 3.4 0.1 LT2040I 13.76 -0.24 2.5 8.1 LagCapFoc A p 52.28 -1.16 9.6 26.4 LifeCon n 19.01 -0.09 1.3 -3.2
TotRA 17.73 -0.20 -2.2 9.4 LifeGro n 36.90 -0.56 3.4 9.2 IntlFd INSTL 22.85 -0.16 1.7 13.3
BalIncI 12.94 -0.07 -3.3 3.7 JPMorgan A Class: HiYldMuniBd 7.76 0.00 -1.2 -5.4 LT2050I 14.26 -0.30 3.1 10.7 Transamerica A:
UtilA 19.39 0.30 -13.0 5.8 LifeInc n 14.08 0.01 0.2 -9.1 Short-Term INSTL 8.71 0.01 3.0 2.5
DivGthI 28.72 -0.77 -0.3 35.8 CoreBond 9.64 0.04 -1.9 -14.6 IntlBdUSH 9.34 0.04 3.0 -7.4 MidCpBldA 31.16 -0.75 3.8 14.1 AsAlModGr p 10.91 -0.14 1.6 4.2
ValueA 44.52 -1.17 -5.1 24.7 LifeMod n 27.82 -0.27 2.4 2.9 Virtus Equity Trust:
EmrgMktEqInv 14.29 -0.08 -1.8 -16.4 CorePlusBd p 6.76 0.02 -2.0 -14.2 InvGrdCrBd 8.25 0.06 -1.3 -15.4 PreSecI 8.30 -0.04 -0.9 -5.7 Trust for Professional Ma:
MFS Funds Class I: LgTrmCrdtBd 7.85 0.09 -6.3 -28.2 LTIGrade n 6.98 0.07 -7.0 -30.5 SmCapSusI 30.02 -0.75 3.2 -17.2
EqIncI 18.64 -0.40 -5.2 33.4 EqInc p 20.17 -0.54 -7.4 27.4 PtrLGI In 15.48 -0.45 17.9 2.4 PrfTrtStrtBd Ins 18.38 0.09 -0.6 -10.0
GrowthI 155.18 -3.92 17.4 6.5 LngDurTotRtrn 6.35 0.07 -8.2 -33.1 MATxEx n 9.36 -0.01 -2.8 -9.4 VirtusFunds:
InterValue 16.05 -0.11 6.2 47.5 GwthAdv p 26.01 -0.74 17.9 13.3 PtrLV In 16.29 -0.48 -3.7 30.9 Tweedy Browne Fds:
IntlAlphaInv 14.51 -0.23 0.7 6.0 Inv Bal p 13.74 -0.11 1.6 4.7 MCapI 24.20 -0.60 1.7 -6.9 LowDur 9.04 0.02 2.7 -2.9 RealEstSecI 22.82 -0.53 -7.5 6.7 MidCpGro pn 19.05 -0.97 1.2 -11.8 CeredexMdCpVlEqI 10.16 -0.23 -5.6 20.4
InvCon p 11.22 -0.02 0.3 -1.9 MCapValI 26.93 -0.50 -4.1 32.6 LowDurInc r 7.67 0.03 3.1 3.9 GblValue n 26.02 -0.45 2.2 25.7 MuHY n 9.71 -0.01 -2.4 -7.7 VirtusFunds Cl I:
WorldBond 9.66 0.02 -1.1 -5.4 SAMBalA p 13.66 -0.17 1.9 4.9
Hartford HLS Fds IA: InvG&I p 16.19 -0.21 2.3 9.8 MIGI 36.73 -0.88 6.8 20.9 ModDur 8.86 0.04 0.6 -8.7 SAMGrA p 15.69 -0.28 3.2 10.1 MuInt n 12.87 0.00 -1.5 -5.5 MulSStI 4.36 0.01 3.7 0.2
ResBdI 8.87 0.05 -1.3 -14.3 U OHLTte n 10.66 0.00 -3.7 -10.5
Balanced 25.80 -0.50 1.1 14.3 InvGrwt p 20.23 -0.37 3.2 15.6 MortgOppBd 9.04 0.04 1.2 -2.1 Putnam Funds Class A: Vivaldi Merger:
LgCpGwth p 49.51 -1.40 13.6 8.6 RschI 50.77 -1.26 5.6 20.4 RealRtnI 9.59 0.03 -1.3 -6.3 Primcp nr 139.62 -5.34 10.5 30.4 Arbitrage Fund 10.97 0.02 2.4 15.9
CapApp 40.04 -0.93 3.4 13.7 DynAAGthA 16.47 -0.25 5.4 13.1 UM Funds:
USEquity 18.45 -0.45 9.1 26.8 ValueI 44.82 -1.17 -4.9 25.6 ShortT 9.58 0.00 5.1 5.2 PrmcpCor n 28.87 -1.00 6.2 33.1 Voya Fds:
DiscEqui 16.55 -0.41 5.6 18.8 PutLargCap p 28.24 -0.58 1.0 43.0 BehavVal 70.34 -1.58 -7.0 61.9 SelValu nr 25.68 -0.48 2.8 50.0
JPMorgan I Class: Morgan Stanley Inst: ShtAssetInv 9.90 0.00 4.6 5.3
Div&Grwth 20.09 -0.53 -0.2 36.8 GlbHlthCare p 53.74 -2.24 -4.0 19.0 STAR n 24.46 -0.31 2.0 1.8 InmdBdI 8.14 NA NA NA
TotRetBd 8.76 0.07 -2.1 -15.5 CoreBond 9.63 0.03 -1.7 -13.9 CapGrI 28.24 -1.56 10.4 -51.6 StksPLS 10.01 -0.26 8.4 21.7 GrOpp p p 46.37 -1.04 22.1 11.4 V
CapGrP p 25.30 -1.40 10.2 -52.0 TotRetESG 7.12 0.06 -2.5 -17.7 STIGrade n 9.91 0.03 2.1 -3.6 WXYZ
CorePlusBd 6.75 0.02 -1.9 -13.6 StDurInc 10.03 NA NA NA
TotRt 8.02 0.06 -2.1 -15.7 StratgcEq n 29.77 -0.82 -2.7 32.3
I EmMktEq I 26.74 -0.15 -4.3 -27.5 GloFranI t 30.76 -0.97 2.2 10.4 SustainLdrsFd p 94.77 -1.84 7.2 11.3 VALIC:
MorganStanleyPathway: TrndsMgdFutStrgy 10.98 0.02 -2.1 32.4 StrSmCpEqInv n 30.54 -0.86 -3.4 36.7 Wasatch:
EqInc 20.58 -0.56 -7.2 28.4 Putnam Funds Class Y: IntlEq 6.92 -0.08 1.2 11.7
IFP US Equity Fund: PIMCO Funds A: TgtRe2020 n 25.86 -0.13 2.0 1.5
GrAdv r 27.56 -0.79 18.1 14.2 CoreFxIcm n 6.41 0.04 -3.2 -17.8 GrOpp Y 49.69 -1.12 22.3 12.3 MidCpIdx 21.59 -0.61 -3.3 23.8 CoreGr n 67.47 -1.94 4.3 4.8
TgtRe2025 n 17.07 -0.14 2.3 3.0
IFP US EquityFd 17.38 -0.70 5.1 25.8 LgCapVal 16.78 -0.55 -5.0 46.9 LgCapEq n 19.98 -0.53 6.9 18.4 IncomeFd 10.03 0.06 1.7 -1.0 PutLargCap 28.25 -0.58 1.2 44.1 SciTech 19.99 -0.61 26.3 -1.3 WCM Focus Funds:
TgtRe2030 n 32.20 -0.34 2.6 4.9
Invesco Fds Investor: LgCpGwth 50.92 -1.44 13.8 9.4 Munder Funds: LowDurInc 7.67 0.03 2.8 2.7 StDurInc 10.04 NA NA NA StckIdx 44.05 -1.14 8.3 26.1 WCMFocIntlGrwIns 19.39 -0.37 -1.4 -7.0
TgtRe2035 n 19.94 -0.25 3.0 7.4
DivrsDiv n 16.34 -0.46 -5.2 24.1 MdCpGrw 38.65 -1.23 2.1 -4.6 MndrIntlSmCpInv r 12.64 -0.14 -1.2 -2.9 RealRtnA 9.59 0.03 -1.6 -7.4 ValUltra 11.11 -0.28 24.1 4.0 Western Asset:
TgtRe2040 n 35.18 -0.50 3.5 9.9
Invesco Funds A: MdCpVal 31.66 -0.60 -6.0 29.6 Mutual Series: TotRetA 8.02 0.06 -2.4 -16.6 RS VANGUARD ADMIRAL: TgtRe2045 n 23.70 -0.39 3.9 12.4 CoreBondI 9.87 NA NA NA
500InxA 43.76 -1.14 8.2 25.2 MtgBckd 9.48 0.03 -1.9 -11.7 PIMCO Funds C: 400MCpIdxInst313.77 -8.93 -3.0 24.9 CoreBondIS 9.89 NA NA NA
BeacnZ 14.33 -0.40 0.7 27.0 Royce Funds: TgtRe2050 n 39.33 -0.69 4.0 12.8
ActiveAllA 11.85 -0.15 -0.3 3.6 ShtDurBnd 10.48 0.00 2.6 -0.7 IncomeFd 10.03 0.06 1.1 -3.2 500Adml n 380.14 -9.84 8.6 27.1 TgtRe2060 n 40.41 -0.70 4.1 12.8 CorePlusBdA 8.62 NA NA NA
GlbDiscA 27.69 -0.62 5.0 41.5
CapApprA p 54.60 -1.32 15.1 6.9 SmCap 46.33 -1.16 -7.8 7.2 PIMCO Funds I2: PAMut I nr 7.93 -0.20 4.2 27.6 BalAdml n 40.27 -0.54 3.5 6.1 TgtRet2055 n 43.88 -0.76 4.1 12.8 CorePlusBdI 8.63 NA NA NA
GlbDiscz 28.53 -0.64 5.2 42.6
Chart 15.70 -0.41 7.0 17.8 USEquity 18.53 -0.45 9.3 27.7 ComPLUSStrtgyFd 7.00 -0.03 5.2 114.6 Russell Funds S: CAITAdml n 10.74 0.00 -1.4 -5.7 TgtRetInc n 12.22 -0.03 1.4 -2.5 CorePlusBdIS 8.63 NA NA NA
QuestZ 12.62 -0.23 -2.6 14.7
CmstA 25.54 -0.89 -2.2 58.5 ValAdv 32.68 -0.79 -5.9 37.5 Income 10.03 0.06 2.0 -0.2 StratBd 8.77 0.06 -3.4 -17.2 CALTAdml n 10.55 0.00 -2.6 -8.5 USGro n 46.61 -1.53 19.1 -9.4 ManagedMuniA 13.95 NA NA NA
SharesZ 22.12 -0.61 -1.3 28.3
DevMktA 35.97 -0.05 1.1 -19.9 JPMorgan Inst Class: IntlBdUSH 9.34 0.04 2.9 -7.7 TaxExBd 20.89 -0.01 -0.8 -4.1 CapOpAdml nr 158.72 -5.05 8.6 25.4 WellsI n 23.07 -0.08 -3.3 0.6 SMAShCrPlCp n 5.63 NA NA NA
DiscFdA p 69.81 -1.92 -2.5 -10.1 ValAdv L 32.74 -0.79 -5.8 38.1 N InvstGrCrBd 8.25 0.06 -1.3 -15.7 TxMngUSLgCp 61.22 -1.67 7.8 20.1 DivAppIdxAdm n 40.75 -0.88 0.3 22.5 Welltn n 38.60 -0.54 2.1 11.6 SmashSerM n 7.19 NA NA NA
DisMdCpGrA 19.82 -0.49 -4.8 -11.8 JPMorgan L Class: LowDurInc 7.67 0.03 3.0 3.6 Rydex Investor Class: EMAdmr n 31.56 -0.15 -1.3 -8.1 Wndsr n 19.83 -0.50 -1.4 47.9 Wm Blair Funds Cl I:
DivIncm p 22.45 -0.60 -6.2 22.5 Fl EmMktEq L 26.96 -0.15 -4.2 -27.3 Natixis Funds: ShtTm 9.58 0.00 5.0 4.9 NasdaqInv n 59.69 -1.62 29.2 20.4 EnergyAd nr 59.54 -3.61 0.7242.5 WndsrII n 38.48 -1.07 4.0 34.3 SmMidI r 25.06 -0.71 -3.3 -5.6
 October 30, 2023 BARRON’S 57

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

DJ Half-Hourly Averages Trading Diary

The Dow Jones Averages Dow Jones 30 Industrial (divisor: 0.15172752595384)
Daily
Open (t)
Open (a)
10:00
Oct 23
32999.62
32993.02
33082.67
24
33104.01
33089.64
33199.79
25
33229.57
33203.53
33079.88
26
32999.68
33017.17
33007.79
27
32759.12
32782.40
32715.68
Market Advance/Decline Volumes
Daily
NY Up
NY Off
NY Up - Comp.
Oct 23 24 25
253,526 586,962 255,641 534,395 181,526
616,741 292,604 646,299 461,186 737,732
1,144,029 2,473,608 1,060,758 2,166,381 849,265
26 27

NY Off - Comp. 2,574,216 1,300,910 2,772,891 2,049,573 3,087,743

10:30 33080.51 33260.94 33002.20 32996.08 32664.80
NYSE Amer UP 4,486 8,679 2,985 3,750 4,417
Industrials 11:00
11:30
33106.80
33140.79
33236.80
33143.12
33113.12
33244.04
33062.36
32904.17
32703.86
32707.28
NYSE Amer Off
NASD Up
4,604 3,141 5,745 4,812 3,745
2,379,519 3,380,722 1,086,564 2,120,809 1,666,463
36200 12:00 33145.95 33152.22 33190.45 32915.29 32651.89 NASD Off 2,238,893 1,180,690 3,451,689 2,736,229 2,483,095
12:30 33127.80 33036.11 33131.35 32853.79 32595.41 NYSE Arca UP 144,783 256,937 98,320 200,287 122,241
Week's
Components Change 1:00 33234.36 33021.75 33090.59 32795.10 32556.44 NYSE Arca Off 214,089 80,130 280,000 208,008 267,742
1:30 33111.27 33063.54 33043.69 32783.64 32489.36 % (QCHA) –.79 +.58 –1.12 +.17 –1.06
3M 0.97 2:00 33108.64 33065.02 33045.26 32866.85 32453.85 % (QACH) –1.31 +.51 –.71 –.31 –.03
American Express -0.26 35600 2:30 33083.38 33137.22 33041.07 32916.46 32398.70 % (QCHAQ) +.17 +.69 –1.22 –.42 –.87
Amgen -17.24 3:00 33107.37 33176.96 33051.43 32996.03 32348.13 Market Advance/Decline Totals
Apple -4.66 3:30 32947.05 33202.54 33075.71 32884.79 32408.24 NYSE NYSE
Boeing -0.35 Close 32936.41 33141.38 33035.93 32784.30 32417.59 Weekly Comp. NYSE Amer Nasdaq Arca
Caterpillar -10.64 35000 High (t) 33356.01 33414.14 33465.88 33318.21 32968.24 Total Issues 3,058 347 4,871 2,073
Chevron -22.48 Low (t) 32716.28 32857.65 32755.73 32581.96 32264.25 Advances 827 103 1,396 522
Cisco Systems -1.37 Declines 2,171 228 3,338 1,513
High (a) 33234.85 33272.19 33267.91 33105.03 32787.56
Coca-Cola 0.67 Unchanged 60 16 137 38
Low (a) 32892.19 32988.43 32989.72 32743.99 32327.20 New Highs 42 7 80 49
Disney -3.32 Change –190.87 +204.97 –105.45 –251.63 –366.71
Dow -0.88 34400 New Lows 787 81 1,259 581
Goldman Sachs -10.14 Week ended last Friday compared to previous Friday
Theoretical (t): High 33465.88 Low 32264.25
Home Depot -9.95 Actual (a): High 33272.19 Low 32327.20 NYSE Composite Daily Breadth
Honeywell International -4.32 Daily Oct 23 24 25 26 27
IBM 5.36 33800 Issues Traded 2,971 2,964 2,980 2,970 2,983
Intel 0.62 Dow Jones 20 Transport (divisor: 0.16343894576034) Advances 896 2,008 683 1,508 749
Johnson & Johnson -7.40 Open (t) 14388.74 14342.42 14151.22 13811.09 13690.43 Declines 1,983 872 2,230 1,355 2,137
JPMorgan Chase -7.26 Open (a) 14391.80 14339.97 14149.99 13815.43 13683.15 Unchanged 92 84 67 107 97
McDonald's -2.35 10:00 14350.01 14322.19 14068.16 13818.27 13753.13 New Highs 7 8 12 16 20
Merck 0.15 33200 New Lows 454 198 421 297 369
10:30 14413.42 14310.10 13885.81 13713.68 13699.04
Microsoft 3.14 Blocks - primary 4,055 4,010 4,019 4,170 4,360
11:00 14391.79 14323.91 13938.23 13642.17 13667.64
Nike Cl B -4.69 Total (000) - primary 880,903 888,733 911,863 1,011,159 935,263
11:30 14415.37 14265.34 13944.28 13766.71 13704.39 Total (000) 3,776,103 3,821,827 3,869,376 4,277,647 4,019,509
Procter & Gamble -0.89
12:00 14422.51 14197.85 13921.33 13718.88 13699.37
Salesforce -7.16 32600 12:30 14427.81 14227.51 13856.81 13653.67 13643.06
NYSE American Composite
Travelers -0.91 Daily Oct 23 24 25 26 27
1:00 14425.88 14187.45 13887.15 13641.05 13643.03
UnitedHealth Group -2.37
1:30 14426.53 14182.20 13886.50 13632.25 13575.77 Issues Traded 316 314 316 319 317
Verizon Communications 1.87 Advances 93 168 95 149 130
2:00 14431.73 14196.81 13915.22 13635.77 13534.70
Visa Cl A -4.11 Declines 206 111 196 155 174
Walgreens Boots Alliance -0.12 32000 2:30 14372.70 14207.78 13959.89 13680.85 13520.59
Unchanged 17 35 25 15 13
Walmart 2.41 May June July August September October 3:00 14371.73 14235.13 13917.60 13715.48 13538.42
New Highs 1 3 4 2 2
3:30 14329.20 14238.41 13893.29 13730.30 13531.68 New Lows 32 19 28 41 29
Close 14239.63 14237.98 13890.32 13654.46 13556.07 Blocks - primary 101 107 119 101 97
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

High (t) 14509.09 14446.65 14279.00 13971.15 13850.55 Total (000) - primary 9,300 11,982 9,554 8,777 8,209
Transportation Low (t)
High (a)
14198.39 14099.85 13729.65 13505.72
14482.43 14421.99 14209.16 13882.10
13441.59
13813.93
Total (000)
Nasdaq
222,989 287,567 140,790 157,759 139,821

16855 Low (a) 14227.64 14159.74 13804.17 13596.25 13471.47

Daily Oct 23 24 25 26 27
Week's Change –210.78 –1.65 –347.66 –235.86 –98.39
Components Change Issues Traded 4,439 4,417 4,429 4,429 4,460
16460 Theoretical (t): High 14509.09 Low 13441.59 Advances 1,401 2,635 1,187 1,990 1,382
Alaska Air Group -0.77 Actual (a): High 14482.43 Low 13471.47 Declines 2,855 1,579 3,056 2,266 2,880
American Airlines Group -0.16 Unchanged 183 203 186 173 198
Avis Budget Group -12.99
16065 New Highs 16 26 22 25 20
CH Robinson Worldwide -4.07 Dow Jones 15 Utilities (divisor: 1.19780346554510) New Lows 636 347 598 511 606
Blocks - primary 29,777 28,361 25,561 30,604 22,944
CSX -1.52 15670 Open (t) 799.12 811.48 816.53 823.62 824.43 Total (000) 4,669,064 4,604,727 4,599,855 4,894,901 4,172,103
Delta Air Lines -1.58
Open (a) 799.93 811.76 816.53 823.22 824.27
Expeditors Intl of Wash -7.45 NYSE Arca Composite
15275 10:00 799.98 813.14 819.10 830.32 824.65
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

FedEx -11.78 Daily Oct 23 24 25 26 27

10:30 806.49 814.82 814.16 833.37 823.71
JB Hunt Transport -10.29 Issues Traded 1,846 1,810 1,813 1,826 1,821
11:00 806.05 815.88 820.89 830.26 822.73
JetBlue Airways -0.35 14880 Advances 666 1,506 241 744 521
Kirby Corp -6.87 11:30 807.66 818.07 821.40 827.97 822.06
Declines 1,160 286 1,558 1,068 1,272
Landstar System -9.59 12:00 810.65 819.15 819.80 829.00 818.29
Unchanged 20 18 14 14 28
Matson 2.07 14485 12:30 808.09 819.24 817.63 827.28 816.79 New Highs 24 12 23 10 14
Norfolk Southern -17.17 1:00 807.73 817.97 819.54 827.20 814.57 New Lows 340 28 232 187 318
Old Dominion Freight Line -24.57 1:30 808.35 816.42 817.95 828.47 811.53 Blocks - primary 2,071 1,616 2,056 2,304 1,903
14090 2:00 808.11 819.30 818.75 827.75 812.66 Total (000) - primary 360,229 338,124 378,789 409,005 391,645
Ryder System -9.28
Southwest Airlines -1.86 2:30 805.13 820.07 820.22 830.05 812.62 Total (000) 1,932,452 1,710,300 1,848,383 2,070,380 2,011,069
13695 3:00 807.97 821.60 820.40 829.99 813.04
Union Pacific
United Airlines
-9.62
-1.19 3:30
Close
805.88
801.98
821.88 819.70
819.27 820.88
829.76
828.45
811.99
812.89
Other Market Indexes
United Parcel Service B -17.13 Daily 10/23 10/24 10/25 10/26 10/27
13300 High (t) 813.19 822.82 824.86 836.45 829.18
May June July August September October Low (t) 794.50 808.99 812.47 822.85 809.11 NYSE Amer Comp 4518.31 4487.23 4504.27 4507.97 4461.57
High (a) 812.93 822.39 822.98 835.54 828.73 AmMajorMkt 2995.63 3018.85 3019.38 2997.54 2958.35

Utilities Low (a)

Change
795.23
–5.17
809.49
+17.29
813.43
+1.61
822.97
+7.57
809.55
–15.56
BNY ADR Idx
Europe
150.01
147.07
151.15 150.06 149.24
147.67 147.36 146.38
147.70
143.98
1015 Latin Am 186.20 187.93 186.97 189.67 188.37
Theoretical (t): High 836.45 Low 794.50 Asia 171.31 173.53 170.90 169.73 169.44
Week's
Change Actual (a): High 835.54 Low 795.23 Emerg M 275.76 279.69 273.49 274.39 272.69
Components
DJ US TSM Float41830.08 42143.34 41498.87 41076.89 40847.04
AES 0.92 Nasdaq Cmp 13018.33 13139.87 12821.22 12595.61 12643.01
American Elec Power 1.58 960 100 Index 14604.85 14745.85 14381.64 14109.57 14180.42
Dow Jones 65 Composite (divisor: 0.76514789702961)
American Water Works 0.59 Indus. 8181.54 8281.41 8075.75 7981.76 8065.01
Open (t) 10868.25 10898.40 10890.37 10783.22 10711.03 Insur. 11693.99 11797.93 11775.85 11997.03 11786.96
Atmos Energy -2.66
Open (a) 10868.62 10895.47 10884.95 10786.99 10713.83 Banks 2866.26 2846.12 2840.88 2934.39 2879.14
Consolidated Edison 0.41
10:00 10905.25 10922.80 10830.97 10778.77 10701.54 Computer 11304.31 11403.32 11106.08 10836.80 10909.51
Dominion Energy 0.06
Duke Energy 0.50 905 10:30 10893.42 10932.18 10787.41 10775.73 10687.20 Telecom 398.26 403.93 399.04 388.21 383.44
11:00 10899.98 10926.73 10832.28 10793.83 10703.83 NYSE Comp.-z 14946.01 15025.76 14914.12 14858.70 14675.78
Edison International -0.77
11:30 10921.12 10888.69 10855.87 10766.08 10696.19 Financial-z 8298.41 8335.57 8287.01 8292.67 8154.87
Exelon -0.87 Health Care-z22734.48 22792.24 22634.82 22408.48 22022.96
FirstEnergy -0.15 12:00 10923.59 10893.17 10828.75 10750.88 10677.99
Energy-z 13698.36 13557.18 13566.16 13466.32 13278.21
NextEra Energy 4.28 12:30 10913.99 10864.47 10809.17 10725.42 10653.44
850 1:00 10950.94 10858.42 10804.58 10705.66 10636.99
Russell 1000 2305.59 2322.85 2287.64 2262.55 2250.71
Public Svc Enterprise 0.81 2000 1665.89 1679.50 1651.43 1657.00 1636.94
Sempra 1.16 1:30 10905.49 10868.92 10802.09 10703.58 10613.65 3000 2407.95 2426.06 2389.09 2364.63 2351.42
Southern 0.80 2:00 10903.91 10868.04 10812.72 10731.49 10598.03 Value-v 1441.10 1450.19 1437.34 1435.82 1415.59
Xcel Energy 0.21 2:30 10893.47 10893.65 10812.88 10748.22 10573.45 Growth-v 2669.92 2692.61 2637.27 2585.72 2592.40
795 3:00 10900.06 10905.20 10812.84 10776.91 10569.26 MidCap 2647.48 2666.19 2622.68 2622.94 2594.10
3:30 10836.49 10914.67 10815.88 10745.19 10593.81 S&P 100 Index 1991.06 2006.93 1976.43 1943.62 1939.19
Close 10828.35 10895.70 10803.05 10714.62 10596.53 500 4217.04 4247.68 4186.77 4137.23 4117.37
High (t) 10986.65 10999.92 10977.56 10900.67 10794.13 Ind. 6086.89 6128.68 6027.87 5938.87 5928.50
Low (t) 10764.18 10793.84 10700.00 10633.96 10535.76 MidCap 2370.67 2383.64 2346.60 2357.94 2326.82
740 High (a) 10950.94 10941.75 10910.83 10825.70 10734.61 SmallCap 1083.03 1090.14 1076.40 1079.69 1068.80
May June July August September October Low (a) 10819.90 10845.15 10768.90 10692.53 10564.68 Value Line(A) 8476.38 8539.69 8410.42 8409.66 8310.43
Value Line(G) 508.73 512.40 504.48 504.22 498.09
Note: Theoretical highs and lows are shown. A red chart indicates a lower price than the starting period. Green means it's higher than the starting period. Change –90.96 +67.35 –92.65 –88.43 –118.09
DJ US Small TSM11529.54 11626.26 11420.10 11466.07 11320.09
Theoretical (t): High 10999.92 Low 10535.76 (A)-Arithmetic Index. (G)-Geometric Index.
Actual (a): High 10950.94 Low 10564.68 (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. 31,2002=5000.
 58 BARRON’S October 30, 2023

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

The Week In Stocks For the Major Indexes

12-Month Weekly Friday Weekly 12-Month Change From
Indexes’ P/Es & Yields
DJ latest 52-week earnings and dividends adjusted by Dow Divisors
Stock Volume
at Friday's close. S&P Dec. 4-quarter's GAAP earnings as reported Last Week Prev. Week Year Ago YOY % Chg
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/30 % Chg. and indicated dividends based on Friday close.S&P 500 P/E ratios
based on GAAP earnings as reported. For additional earnings NYSE(a) 4,627,922 4,711,939 4,888,094 -5.32
Dow Jones Indexes series, please refer to www.spglobal.com. DJ latest available book 30 Dow Inds (b) 1,817,221 1,477,912 2,009,490 -9.57
35630.68 31819.14 30 Indus 33141.38 32417.59 32417.59 –709.69 –2.14 –444.21 –1.35 –729.66 –2.20 values for FY 2022 and 2021, and S&P latest for 2022 and 2021. r- 20 Dow Trans (b) 590,446 669,095 546,228 8.10
16695.32 13094.43 20 Transp 14239.63 13556.07 13556.07 –894.34 –6.19 –18.91 –0.14 164.16 1.23 Revised data 15 Dow Utils (b) 338,367 343,331 268,670 25.94
1002.11 783.08 15 Utilities 828.45 801.98 812.89 5.74 0.71 –108.28 –11.75 –154.51 –15.97 65 Dow Stks (b) 2,746,035 2,490,339 2,824,388 -2.77
NYSE American (a) 47,822 55,693 48,192 -0.77
12083.25 10596.48 65 Comp 10895.70 10596.53 10596.53 –322.78 –2.96 –272.27 –2.51 –366.30 –3.34 Last Week Prev. Week Last Year Nasdaq(d) 22,940,650 22,981,132 24,680,402 -7.05
Dow Jones Indexes
45969.67 37494.26 US TSM Float 42143.34 40847.04 40847.04 –1089.86 –2.60 1575.38 4.01 2326.44 6.04 DJ Ind Avg 32417.59 33127.28 32861.80 NYSE 15 Most Active
1122.26 910.99 US Market 1033.74 1001.58 1001.58 –26.73 –2.60 46.90 4.91 63.75 6.80 P/E Ratio 23.16 23.26 21.17 Average Price 17.71 16.44 16.47 7.53
Earns Yield % 4.32 4.30 4.72 % Tot Vol 14.70 14.40 17.36 -15.32
796.15 528.30 Internet 718.94 674.40 679.87 –28.42 –4.01 85.01 14.29 119.14 21.25 Stock Offerings $(z,v) 470,100 r946,600 1,999,600 -76.49
New York Stock Exchange Earns $ 1399.55 1424.20 1552.12
Divs Yield % 2.24 2.19 2.06
16427.29 14455.67 Comp-z 15025.76 14675.78 14675.78 –357.53 –2.38 –119.85 –0.81 –508.53 –3.35 Daily Stock Volume 10/23 10/24 10/25 10/26 10/27
Divs $ 724.57 724.57 675.47
9504.73 8121.52 Financial-z 8335.57 8154.87 8154.87 –194.23 –2.33 –373.18 –4.38 –513.91 –5.93 NYSE(a) 880,903 888,733 911,863 1,011,159 935,263
Mkt to Book 4.23 4.32 4.42
24046.70 21487.16 Health Care-z 22792.24 22022.96 22022.96 –826.58 –3.62 –535.70 –2.37 –1416.88 –6.04 30 Inds (b) 345,435.0 359,232.8 355,692.0 379,884.7 376,976.9
Book Value $ 7664.40 7664.40 7439.45 20 Trans (b) 120,781.6 113,526.2 114,812.0 125,336.0 115,990.6
14159.04 11549.36 Energy-z 13698.36 13278.21 13278.21 –617.22 –4.44 73.49 0.56 226.32 1.73
DJ Trans Avg 13556.07 14450.41 13574.98 15 Utils (b) 67,266.4 70,022.5 67,354.7 65,918.7 67,804.4
NYSE American Stock Exchange
P/E Ratio 12.25 12.77 11.56 65 Stks (b) 533,483.0 542,781.5 537,858.7 571,139.4 560,771.9
4688.00 3871.21 NYSE Amer Comp 4518.31 4461.57 4461.57 –120.30 –2.63 –76.23 –1.68 326.24 7.89 Earns Yield % 8.16 7.83 8.65 NYSE Amer(a) 9,300 11,982 9,554 8,777 8,209
3272.54 2805.83 Major Mkt 3019.38 2958.35 2958.35 -47.93 –1.59 85.75 2.98 20.31 0.69 Earns $ 1106.28 1131.25 1174.38 Nasd(d) 4,669,064 4,604,727 4,599,855 4,894,901 4,172,103
Standard & Poor's Indexes Divs Yield % 1.58 1.48 1.36 NYSE 15 Most Active
2142.10 1662.40 100 Index 2006.93 1939.19 1939.19 –51.58 –2.59 182.73 10.40 230.02 13.46 Divs $ 214.45 214.45 184.90 Avg. Price 19.04 22.84 25.77 17.47 26.17
4588.96 3719.89 500 Index 4247.68 4117.37 4117.37 –106.79 –2.53 216.31 5.54 277.87 7.24 Mkt to Book 3.86 4.11 4.22 % Tot Vol 14.45 14.60 14.13 14.88 16.41
6567.80 5154.19 Indus 6128.68 5928.50 5928.50 –159.48 –2.62 494.32 9.10 616.19 11.60 Book Value $ 3514.52 3514.52 3214.72 Numbers in thousands save price and percentages. (a) Primary volume. (b) Composite volume. (d) as of 4:10 pm.
2728.44 2326.82 MidCap 2383.64 2326.82 2326.82 –66.46 –2.78 –108.11 –4.44 –103.56 –4.26 DJ Utility Avg 812.89 807.15 921.17 (r) Revised. (v) W/E Thursday. (z) Source: Refinitiv.
1315.82 1068.80 SmallCap 1090.14 1068.80 1068.80 –24.67 –2.26 –128.05 –10.70 –88.73 –7.67 P/E Ratio 19.22 19.20 25.45
Nasdaq Stock Market Earns Yield % 5.20 5.21 3.93
14358.02 10213.29 Comp 13139.87 12595.61 12643.01 –340.80 –2.62 1540.56 13.88 2176.53 20.80 Earns $ 42.29 42.03 36.20
15841.35 10679.34
9649.15 7178.71
100 Index
Indus
14745.85
8281.41
14109.57
7981.76
14180.42
8065.01
–380.46
–99.47
–2.61
–1.22
2634.21
–182.10
22.81
–2.21
3240.66
717.34
29.62
9.76
Divs Yield %
Divs $
3.78
30.69
3.80
30.69
3.17
29.23
NYSE HALF-HOURLY VOLUME
12643.69 10885.14 Insur 11997.03 11693.99 11786.96 –8.74 –0.07 304.25 2.65 145.07 1.25 Mkt to Book 1.80 1.79 2.12 Daily 10/23 10/24 10/25 10/26 10/27
4402.30 2658.90 Banks 2934.39 2840.88 2879.14 3.44 0.12 –1438.30 –33.31 –1165.82 –28.82 Book Value $ 450.45 450.45 435.47
12125.02 7416.59 Computer 11403.32 10836.80 10909.51 –331.50 –2.95 2715.08 33.13 3102.56 39.74 S&P 500 Index 4117.37 4224.16 3901.06 9:30-10:00 97,102 93,711 81,932 104,586 94,077
427.98 360.12 Telecom 403.93 383.44 383.44 –16.29 –4.08 8.75 2.34 11.98 3.23 P/E Ratio 22.75 23.34 20.29 10:00-10:30 39,727 44,904 40,375 54,445 46,008
Russell Indexes Earns Yield % 4.40 4.29 4.93 10:30-11:00 35,385 38,120 36,809 48,267 40,073
2518.42 2045.03 1000 2322.85 2250.71 2250.71 –59.90 –2.59 107.05 4.99 144.80 6.88 Earns $ 181.01 181.01 192.26
11:00-11:30 31,580 35,762 40,045 39,749 33,266
2003.18 1636.94 2000 1679.50 1636.94 1636.94 –43.85 –2.61 –209.98 –11.37 –124.31 –7.06 Divs Yield % 1.72 1.71 1.73
Divs $ 70.82 72.23 67.49 11:30-12:00 28,383 30,196 33,811 30,489 30,671
2643.69 2158.28 3000 2426.06 2351.42 2351.42 –62.61 –2.59 90.45 4.00 134.27 6.06
1610.07 1415.59 Value-v 1450.19 1415.59 1415.59 –37.06 –2.55 –67.03 –4.52 –81.53 –5.45 Mkt to Book 4.02 4.12 3.87 12:00-12:30 25,839 26,991 25,703 32,373 27,124
2871.55 2111.59 Growth-v 2692.61 2585.72 2592.40 –69.98 –2.63 331.67 14.67 434.21 20.12 Book Value $ 1024.56 1024.56 1008.02 12:30-1:00 24,520 22,791 26,251 27,469 22,196
3033.30 2594.10 MidCap 2666.19 2594.10 2594.10 –71.56 –2.68 –119.21 –4.39 –106.57 –3.95 S&P Ind Index 5928.50 6087.98 5434.18
1:00-1:30 24,913 24,104 32,663 28,848 30,790
Others P/E Ratio 26.05 26.75 21.49
Earns Yield % 3.84 3.74 4.65 1:30-2:00 25,372 22,703 28,255 27,254 27,350
9818.83 8231.59 Value Line-a 8539.69 8310.43 8310.43 –238.64 –2.79 –202.38 –2.38 –219.60 –2.57
Earns $ 227.55 227.55 252.89 2:00-2:30 26,521 24,011 28,785 27,038 31,591
606.49 498.09 Value Line-g 512.40 498.09 498.09 –15.08 –2.94 –43.91 –8.10 –38.26 –7.13
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13782.03 11320.09 DJ US Small TSM 11626.26 11320.09 11320.09 –324.74 –2.79 –1119.22 –9.00 –731.02 –6.07 Divs Yield % 1.51 1.47 1.56 2:30-3:00 27,331 25,012 29,388 32,446 34,699
977.76 795.64 Barron's Future Focus 866.28 831.60 831.60 –28.07 –3.26 –6.04 –0.72 19.43 2.39 Divs $ 89.52 89.49 84.77 3:00-3:30 42,282 32,905 37,171 39,751 39,660
Mkt to Book 5.41 5.56 5.21
1036.97 881.58 Barron's 400 924.74 907.97 907.97 –19.24 –2.07 –24.45 –2.62 –12.42 –1.35 3:30-4:00 451,948 467,522 470,674 518,443 477,759
Book Value $ 1095.83 1095.83 1042.07
High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec. 31,1965=50 z-Dec. 31,2002=5000

U.S. Dollar Index vs Euro and Yen Selected IPOs

Per Share Values of Stocks Ticker Initial Offer Price IPO Date Recent Price %Chg
Yield Sign: Yields on 10-year Treasuries closed at 4.99% Thursday, as traders bet that strong employment
and retail sales numbers will force the Fed to keep rates higher longer in its inflation fight. Measuring the In the Dow Jones Averages Mach Natural Resources MNR 19.00 10/25 18.80 -1.1%
dollar against six other currencies, the ICE U.S. Dollar Index edged up 0.4% on the week. This is a list of the Dow Jones trailing 52-week diluted share
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

earnings, dividends and book values as reported by the company.

20 Bolded numbers indicate new values. Sources Barron's Stats and
FactSet.
Industrial Stocks
15
EURO in $
Book Book
Investor Sentiment Readings New Listings
10 Earns Divs. Value Earns Divs. Value
s NYSE
Am Exp 10.66 2.32 33.26 Johnson&John 5.79 4.64 29.39 High bullish readings in the Consensus stock index or in the Market
s Vane stock index usually are signs of Market tops; low ones, market Mach Natural Res (MNR)
5 Amgen 14.83 8.33 6.86 JPMorgChase 16.75 4.05 90.29 bottoms.
Apple 5.95 0.94 3.18 McDonalds 10.87 6.08 (8.06) Last Week 2 Weeks Ago 3 Weeks Ago NYSE American
YEN in $ Boeing (4.70) Nil (26.58) Merck Co 1.80 2.92 18.12
0 Caterpillar 16.07 5.00 30.73 Microsoft 10.33 2.72 27.75 Consensus Index None
Chevron Corp 13.47 5.95 83.17 Nike Inc 3.24 1.36 9.14 Nasdaq
-5 Cisco Sys 3.07 1.55 9.68 Proc Gam 6.16 3.7354 19.46 Consensus Bullish Sentiment 44% 46% 45%
Coca Cola 2.49 1.82 5.57 3M Co (13.35) 5.98 26.80 reAlpha Tech (AIRE)
s Disney Walt 1.23 Nil 52.09 Salesforce.com 1.49 0.00 57.84 AAII Index
-10 Dow 1.82 2.80 29.39 Travelers Cos 9.24 3.86 92.89
DXY (106.58) Goldman Sachs 20.66 10.25 317.90 UnitedHealthGrp 23.04 7.06 83.27 Bullish 29.3% 34.1% 40.0%
-15 Home Depot
Honeywell
16.01
8.07
8.17 1.54
4.12 24.99
Verizon
Visa
4.96 2.6225 21.70
8.35 1.80 16.08
Bearish 43.2 34.6 36.5 Trading
N D J F M A M J J A S O Neutral 27.5 31.3 23.5
Source: Tullett Prebon
IBM
Intel
12.75
0.07
6.62 24.22
0.98 24.52
Walgreens (3.56)
Wal-mart 5.20
1.98 29.23
2.27 28.48
Market Vane
Suspended
NYSE
Transportation Stocks None
Bullish Consensus 52% 54% 54%
NYSE American
AlaskaAirGroup 2.00 Nil 29.92 Kirby Corp 3.00 Nil 50.79 TIM Group Market Sentiment
Distributions & Offerings 144 Filings AmericanAirlines 2.21
AvisBudgetGrp 50.50
Nil (8.91)
Nil (18.03)
Landstar Sys
Matson Inc
8.33
12.19
1.23 24.70
1.25 63.28 Indicator 49.6% 45.9% 51.8%
None
Nasdaq
C.H. Robinson 4.35 2.44 11.64 Norf Southern 9.12 5.29 55.83 Akumin (AKU)
Secondary Distributions of common stocks SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to Appreciate (SFR)
CSX Corp 1.88 0.42 6.11 Old Dominion 11.24 1.50 33.14 Sources: Consensus Inc.; American Association of
sell shares. Shares Indicated: the number to be sold. Sales Date: the approximate date of the sale. Biocept (BIOC)
Alphatec Holdings 14,300,000 $10.50 $150,150,000 Delta Air Lines 5.28 0.20 10.26 Ryder Sys 10.17 2.57 63.45 Individual Investors; Market Vane; TIM Group
(Sometimes shares aren't sold, even though their owner has filed a Form144.) Source: Thomson Borqs Tech (BRQS)
Draganfly 6,400,000 $0.55 $3,520,000 Reuters Expeditors Int'l 6.67 1.36 20.15 Southwest Air 0.75 0.72 17.99 PFSweb (PFSW)
IDEAYA Biosciences 6,117,022 $23.50 $143,749,985 FedEx 16.40 4.82 103.86 Un Pacific 10.42 5.20 19.86 RVL Pharma (RVLP)
Sonnet Biotherapeutics Holdings 2,843,750 $1.60 $4,549,846 Shares Sale Hunt (JB) 7.42 1.66 35.34 UPS 9.88 6.38 23.04 SciPlay (SCPL)
Company Sym Indicated $ Value Date Seller Title
Theratechnologies 12,500,000 $1.00 $12,500,000
Source: Dealogic LLC, New York City; (212) 577-4400. Bentley Systems BSY 326,023 16,376,135 10/24/23 Bentley, Gregory OD
JetBlue Air 0.08 Nil 10.90 United Airlines 8.62 Nil 21.09
Arms Index
Legacy Housing
Draftkings
LEGH 208,800 3,862,800 10/23/23
DKNG 200,000 5,500,800 10/20/23
Hodgson, Curtis
Robins, Jason
CB
O
Utility Stocks The Arms index, also known as the short term trading index,
is a number derived by dividing one quotient into another
quotient. The numerator in the index is the number of
Name
Coming U.S. Auctions Nuvalent NUVL 110,000 5,706,800 10/24/23 Shair, Matthew AF AES Corp. (0.08) 0.6557 2.39
Am Elec 3.86 3.32 46.50
Exelon
FirstEnergy
2.12
0.95
1.4175 24.89
1.56 17.77
advancing stocks divided by the number of declining stocks.
As of 3/14/11, the denominator in the index is now the Changes
Procter & Gamble PG 101,704 14,875,227 10/19/23 Pritchard, Marc O composite volume of advancing stocks divided by the
Yields (%) AmericanWaterWorks 4.79 2.725 42.30 NextEra Energy 3.78 1.8275 19.74 composite volume of declining stocks. NYSE
Semrush SEMR 100,000 831,000 10/23/23 Melnikov, Dmitry D Atmos Energy 5.84 2.96 66.85 Xcel Energy 3.16 2.0475 30.34 Daily 10/23 10/24 10/25 10/26 10/27 None
Monday When Issued* Last Auction
Draftkings DKNG 66,667 1,833,609 10/20/23 Liberman, Paul O Con Ed 6.97 3.22 58.27 Pub Sv Ent 5.56 2.25 27.62 NYSE American
$75.0 bil 3-month 5.459 5.310 NYSE 1.02 1.21 .80 1.05 1.27
Procter & Gamble PG 64,289 9,388,123 10/19/23 Francisco, Ma. Fatima O DominionEnergy 2.70 2.67 31.26 Sempra Energy 7.90 2.3575 83.43 None
$68.0 bil 6-month 5.547 5.325 NYSE American .27 .47 .93 1.44 .61
$44.0 bil 1-year 5.419 5.185 Duke Energy 1.79 4.04 61.51 Southn Co. 2.77 2.76 27.67
Fastenal FAST 63,332 3,625,143 10/24/23 Owen, Terry O Nasdaq .46 .58 1.23 1.13 .72 Nasdaq
Edison Int'l 2.49 2.95 35.70
* As of Friday afternoon. Liberty Energy LBRT 50,000 1,024,539 10/23/23 Gusek, Ron O None
 October 30, 2023 BARRON’S 59

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

Dow Jones U.S. Total Market Industry Groups CBOE Put / Call Ratio Foreign Exchange
Foreign
Currency
Foreign
Currency
U.S. $ in
Foreign
U.S. $ in
Foreign

Net Change % Change and Ranking 52 Week

vs. S&P 100 Country
in U.S.$
Fri.
in U.S.$
Last Fri.
Currency
Fri.
Currency
Last Fri.
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Readings in the CBOE equity put-call ratio of 60:100 and in the Argentina (Peso)-y .0029 .0029 350.0913 349.7358
S&P 100 of 125:100 are considered bullish, for instance. Bearish Australia (Dollar) .6333 .6315 1.5790 1.5835
Steel DJUSST 525.44 + 23.46 52.26 +4.67 [1] +13.37 [24] +11.04 [23] +37.68 632.49 438.06 signals flash when the equity put-call level reaches the vicinity of Bahrain (Dinar) 2.6522 2.6529 .3771 .3769
Mobile Telecom DJUSWC 288.58 + 12.76 –32.59 +4.63 [2] –5.14 [86] –10.15 [96] –10.16 342.87 273.15 30:100 and the index ratio hits 75:100. Brazil (Real) .1994 .1986 5.0158 5.0345
Industrial Metals & Mining DJUSIM 430.91 + 10.86 –3.75 +2.59 [3] +6.38 [47] –.86 [59] +31.93 547.77 383.31 Bulgaria (Lev) .5402 .5415 1.8510 1.8467
Aerospace DJUSAS 1481.29 + 35.86 –98.69 +2.48 [4] +8.14 [41] –6.25 [81] +12.00 1,740.58 1,402.97 S&P 100 CBOE Canada (Dollar) .7208 .7289 1.3873 1.3719
Basic Resources DJUSBS 288.40 + 4.92 –14.92 +1.74 [5] +2.31 [59] –4.92 [75] +14.04 368.65 263.31 Chile (Peso) .001080 .001060 925.95 943.14
China (Renminbi) .1367 .1367 7.3172 7.3170
Containers & Packaging DJUSCP 380.94 + 5.72 –35.79 +1.53 [6] –1.87 [76] –8.59 [91] –3.66 455.55 369.42 13.25 1.65 Colombia (Peso) .0002434 .0002363 4108.50 4232.50
Electricity DJUSEU 275.21 + 4.13 –59.22 +1.53 [7] –11.55 [117] –17.71 [129] –3.30 341.27 262.66 Czech. Rep. (Koruna) …… .. …… .. …… .. …… ..
Conventional Electricity DJUSVE 275.92 + 4.15 –59.09 +1.53 [8] –11.41 [116] –17.64 [128] –3.26 341.80 263.37 Commercial rate .04287 .04304 23.325 23.232
Broadline Retailers DJUSRB 2739.40 + 31.49 785.29 +1.16 [9] +12.94 [25] +40.19 [4] –6.11 3,027.97 1,913.05 Denmark (Krone) .1415 .1420 7.0651 7.0445
Recreational Svcs DJUSRQ 73.84 + .82 13.16 +1.12 [10] +15.07 [17] +21.69 [12] +3.72 104.64 59.06 10.65 1.40 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Food Products DJUSFP 563.55 + 5.46 –114.28 +.98 [11] –13.80 [124] –16.86 [123] +1.01 705.49 544.16 Egypt (Pound)-y .0324 .0324 30.9017 30.8934
Specialty REITs DJUSSR 205.65 + 1.80 –25.99 +.88 [12] –7.77 [102] –11.22 [102] –4.53 259.72 201.35 Hong Kong (Dollar) .1278 .1278 7.8218 7.8243
Aerospace & Defense DJUSAE 1568.83 + 11.78 –125.23 +.76 [13] –.89 [72] –7.39 [83] +11.59 1,744.89 1,484.79 Hungary (Forint) .002754 .002771 363.17 360.89
Water DJUSWU 2397.63 + 15.78 –820.74 +.66 [14] –19.56 [131] –25.50 [134] –8.88 3,376.22 2,371.60
8.05 1.15 Iceland (Krona) .007183 .007211 139.22 138.68
India (Rupee) .01199 .01203 83.414 83.159
Soft Drinks DJUSSD 845.64 + 5.25 –108.99 +.62 [15] –8.10 [103] –11.42 [105] +4.28 1,002.39 820.19
Indonesia (Rupiah) .0000628 .0000630 15911 15876
Food Producers DJUSFO 405.66 + 2.50 –84.23 +.62 [16] –14.15 [125] –17.19 [125] +.88 509.88 395.57 Israel (Shekel) .2461 .2463 4.0640 4.0597
Diversified REITs DJUSDT 45.10 + .25 –22.72 +.57 [17] –31.11 [136] –33.50 [136] –6.18 72.18 44.33 5.45 0.90 Japan (Yen) .006682 .006674 149.66 149.84
Multiutilities DJUSMU 211.34 + 1.11 –34.46 +.53 [18] –6.65 [96] –14.02 [116] –1.67 254.11 202.13 Kazakhstan (Tenge) .002124 .002088 470.86 479.00
Food & Beverage DJUSFB 703.72 + 3.31 –107.77 +.47 [19] –10.37 [113] –13.28 [112] +2.75 845.54 685.24 Kuwait (Dinar) 3.2328 3.2343 .3093 .3092
Beverages DJUSBV 905.36 + 3.44 –106.34 +.38 [20] –7.71 [101] –10.51 [97] +4.05 1,059.38 880.79 Macau (Pataca) .1241 .1240 8.0600 8.0634
2.85 0.65 Malaysia (Ringgit)-b .2093 .2098 4.7785 4.7675
Net Change % Change and Ranking 52 Week Mexico (Peso) …… .. …… .. …… .. …… ..
Floating rate .0552 .0548 18.1141 18.2364
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low
New Zealand (Dollar) .5809 .5830 1.7215 1.7153
Semiconductor DJUSSC 8859.38 – 223.97 3,017.43 –2.47 [76] +64.19 [1] +51.65 [2] +18.29 10,405.81 5,343.44 0.25 0.40 Norway (Krone) .0896 .0904 11.1638 11.0586
Internet DJUSNS 2988.18 – 249.35 1,052.77 –7.70 [133] +55.03 [2] +54.40 [1] +5.29 3,389.13 1,749.51 Oman (Rial) 2.5977 2.5976 .3850 .3850
N D J F M A M J J A S O Pakistan (Rupee) .00357 .00359 280.300 278.400
Software & Computer Svcs DJUSSV 4730.56 – 155.48 1,320.74 –3.18 [94] +40.00 [3] +38.73 [5] +6.82 5,094.29 3,136.88
Source: CBOE Philippines (Peso) .01755 .01762 56.980 56.765
Home Construction DJUSHB 1638.55 + 3.09 305.18 +.19 [23] +39.62 [4] +22.89 [11] +13.54 2,035.71 1,135.46 Poland (Zloty) .2366 .2375 4.2256 4.2099
Software DJUSSW 5266.42 – 43.13 1,354.37 –.81 [42] +36.04 [5] +34.62 [9] +8.00 5,787.92 3,619.64 Qatar (Rial) .2738 .2743 3.6521 3.6462
Technology Hardware & Equip
Reinsurance
DJUSTQ
DJUSIU
4289.23
468.59
– 113.16
– 11.40
1,145.22
79.51
–2.57
–2.38
[78]
[73]
+33.94
+28.53
[6]
[7]
+36.43
+20.43
[8]
[13]
+15.27
+21.38
4,968.27
494.71
3,052.70
358.66 Coming Earnings Russia (Ruble)-a
Saudi Arabia (Riyal)
.01062
.2666
.01048
.2666
94.200
3.7513
95.450
3.7513
Publishing DJUSPB 568.43 – 27.06 78.00 –4.54 [109] +28.22 [8] +15.90 [17] +8.40 623.92 448.48 Consensus Estimate Year ago Singapore (Dollar) .7304 .7288 1.3692 1.3722
Travel & Tourism DJUSTT 720.02 – 17.05 197.22 –2.31 [71] +27.99 [9] +37.72 [6] +7.76 862.55 509.65 M South Africa (Rand) .0531 .0526 18.8408 18.9954
Industrial Suppliers DJUSDS 584.09 – 3.18 86.33 –.54 [35] +21.68 [10] +17.34 [14] +15.29 645.65 492.63 South Korea (Won) .0007373 .0007405 1356.27 1350.35
Arista Networks (Q3) $1.58 $1.25 Sri Lanka (Rupee) .0031 .0031 327.5600 325.4600
Trucking DJUSTK 1480.43 – 105.83 196.67 –6.67 [128] +20.06 [11] +15.32 [19] +11.11 1,773.33 1,211.04
McDonald’s (Q3) 3.00 2.68 Sweden (Krona) .0897 .0910 11.1478 10.9946
Gambling DJUSCA 577.69 – 10.81 49.48 –1.84 [63] +19.01 [12] +9.37 [26] –2.28 738.89 497.48
Switzerland (Franc) 1.1080 1.1208 .9025 .8922
Nonlife Insurance DJUSIX 973.31 – 6.94 84.55 –.71 [37] +17.05 [13] +9.51 [25] +18.78 1,017.61 829.36 Pinterest (Q3) 0.21 0.11
Taiwan (Dollar) .03079 .03091 32.479 32.347
Commodity Chemicals DJUSCC 689.19 – .18 31.03 –.03 [25] +16.92 [14] +4.71 [43] +9.83 749.37 585.00 Public Storage (Q3) 4.20 4.13 Thailand (Baht) .02768 .02740 36.130 36.490
Computer Hardware DJUSCR 8357.40 – 225.36 1,855.24 –2.63 [83] +16.10 [15] +28.53 [10] +13.23 9,707.29 6,275.02 T Turkey (New Lira)-d .0355 .0357 28.1626 27.9856
Specialized Consumer Svcs DJUSCS 2033.10 – 32.30 188.37 –1.56 [56] +15.14 [16] +10.21 [24] +.22 2,259.89 1,799.46 Advanced Micro Devices (Q3) 0.68 0.67 Ukraine (Hryvnia) .0274 .0274 36.4500 36.5500
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

Recreational Svcs DJUSRQ 73.84 + .82 13.16 +1.12 [10] +15.07 [17] +21.69 [12] +3.72 104.64 59.06 U.K. (Pound) 1.2120 1.2165 .8251 .8220
Amgen (Q3) 4.68 4.70
Mortgage Finance DJUSMF 8.07 – .09 1.10 –1.09 [46] +14.70 [18] +15.75 [18] +7.43 8.93 6.54 Uruguay (Peso) …… .. …… .. …… .. …… ..
Caterpillar (Q3) 4.80 3.95 Financial .02505 .02507 39.928 39.885
Insurance Brokers DJUSIB 624.77 – .42 36.97 –.07 [27] +14.26 [19] +6.29 [36] +15.33 663.62 548.47
GE Healthcare (Q3) 0.90 .... Euro 1.0563 1.0596 .9467 .9438
Apparel Retailers DJUSRA 1169.21 – 26.29 –9.18 –2.20 [68] +13.84 [20] –.78 [57] +9.73 1,267.94 995.01
Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
JetBlue Airways (Q3) -0.25 0.21 British, and Japanese currencies. Source: International Monetary Fund.
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg column shows the change from previous 65-day moving a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
average. Volume figures do not reflect extended trading hours. Pfizer (Q3) -0.08 1.78 2005. y-floating rate.
Public Service Enterprise (Q3) 0.77 0.86
W
Alkami Technology (Q3)
AIG (Q3)
-0.01
1.50
-0.06
0.66
Money Rates
Delta Market Pulse of the Economy Avis Budget (Q3) 14.20 21.70 Latest Week Prev. Week Yr Ago
C.H. Robinson Worldwide (Q3) 0.81 1.78
Sentiment Discount Rate (NY) 5.50 5.50 3.25
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr DuPont de Nemours (Q3) 0.84 0.82 Prime Rate (base) 8.50 8.50 6.25
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg Edison International (Q3) 1.46 1.48
Indicator Gross domestic product 3rd Qtr 4.9 2.1 2.7 2.90 Gasoline, (thous. bbls) Oct 20 223,457 223,301 207,890 7.49 PayPal (Q3) 1.23 1.08 Fed Funds Rate
Personal income, (bil. $) Sept 23,166.1 r23,088.3 22,121.5 4.72 Orders Prudential Financial (Q3) 3.14 2.13 Avg effective offer 5.34 5.34 3.09
The Delta MSI measures the
position of a representative set Personal Savings Rate, St.Louis Fed Sept 3.4 r4.0 3.0 13.33 QualComm (Q4) 1.91 3.13 Avg weekly auction-c 5.33 5.33 3.08
Durable goods, (bil. $) Sept 297.2 r284.0 274.6 8.23
of stocks relative to an All fixed investment, (bil. $) 3rd Qtr 3,963.7 3,955.9 3,930.9 0.83 Roku (Q3) -1.96 -0.88
intermediate-term moving T-Bills Rate
Non–residential investment, (bil. $) 3rd Qtr 3,272.1 3,272.7 3,156.3 3.67 Trade Sunoco (Q3) 1.23 0.98
average crossover (MAC) point.
When greater than 50% of the Residential investment, (bil. $) 3rd Qtr 734.0 727.1 796.3 –7.82 Exports, (bil. $) 3rd Qtr 2,502.3 2,464.7 2,506.2 –0.16 Yum! Brands (Q3) 1.27 1.09 13 weeks, Coupon Yield 5.472 5.503 4.097
stocks followed are above this Imports, (bil. $) TH
MAC point, the market is 3rd Qtr 3,439.9 3,392.9 3,487.4 –1.36 13 weeks, Auction Rate 5.310 5.340 4.000
Production
bullish. When the indicator is American Electric Power (Q3) 1.71 1.62 26 weeks, Coupon Yield 5.564 5.574 4.552
below 50%, risk is elevated and Inflation
Electric power, (mil. kw hrs) (EEI) Oct 21 69,105 68,978 69,780 –0.97 Apple (Q4) 1.39 1.29 26 weeks, Auction Rate 5.325 5.335 4.390
stock exposures should be Avg weekly auction-c 5.33 5.35 3.89
reduced. Manager uses Petroleum, related capacity, % Oct 20 85.6 86.1 88.9 –3.71 ECRI Industrial Price Index f Oct 27 118.37 119.45 121.29 –2.41 Block (Q3) 0.47 0.42
discretion on asset allocation Rotary rigs running, U.S. & Can., (Hughes) Oct 27 821 822 980 –16.22 Gross domestic product deflator 3rd Qtr 3.5 1.7 4.4 –20.45 Booking (Q3) 67.80 53.00 Broker Call Rate 7.25 7.25 5.00
when MSI is at 50% +/- 3%. Steel, (thous. tons) Oct 21 1,703 1,695 1,669 2.04
Employment ConocoPhilips (Q3) 2.08 3.60 Bankers Acceptances
Steel, rated capacity, % (AISI) Oct 21 74.1 73.8 74.8 –0.94 Consolidated Edison (Q3) 1.59 1.63

Bearish
Initial jobless claims (thous.) Oct 21 210 r200 201 4.48 1 month 5.36 5.36 3.55
Consumption and Distribution Duke Energy (Q3) 1.93 1.78
Continuing claims (mil.) Oct 14 1.790 r1.727 1.391 28.68 2 months 5.45 5.43 3.68
Consumer spending, (bil. $) Eli Lilly (Q3) -0.20 1.98
Sept 18,853.4 r18,714.7 17,804.0 5.89 3 months 5.63 5.50 4.25
Durable goods (bil. $) Sept 283.7 r284.5 274.3 3.43 Construction Exelon (Q3) 0.68 0.75 6 months 5.79 5.78 4.88
Current Sentiment
No Activity for this Week Expedia (Q3) 4.99 4.05
Instinet Research Redbook Avg. (monthly %) Oct 21 –1.64 3.23 –1.59 …. Foreign Prime Rates

16.7%
Kellanova (Q3) 0.88 0.95
Baltic Dry Index Oct 27 1,563 2,046 1,534 1.89 Other Indicators
Moderna (Q3) -1.90 2.53 Canada 7.20 7.20 5.45
New home sales, (thous. units) Sept 759 r676 567 33.86
Citi Research Panic–Euphoria Reading Oct 27 –0.10 –0.04 –0.18 …. S&P Global (Q3) 3.04 2.93 Germany 4.50 4.50 1.25
Personal consumption, (bil. $) 3rd Qtr 15,494.2 15,343.6 15,127.4 2.42
a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h- Starbucks (Q4) 0.97 0.81 Japan 1.475 1.475 1.475
Last Week benchmark revision, 2016 equals 100. r-Revised. Switzerland 2.25 2.25 1.00
Inventories Southern (Q3) 1.33 1.31
Britain 5.25 5.25 2.25

26.4%
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) Oct 20 421,120 419,748 439,945 –4.28 Zoetis (Q3) 1.36 1.21
F Other Money Rates
AES (Q3) 0.54 0.63 Fannie Mae Home Loan:
CBOE Global Markets (Q3) 1.86 1.74 30-Year Fixed Conv 7.34 7.42 6.43
2 Weeks ago Bank money market-z 0.61 0.61 0.16

American Debt and Deficits Adjustable Mortgage Rates Consensus Estimate Interest Checking-z 0.06 0.06 0.04

21.7%
Day Consensus Est Last Period 6-Month Certif-z 1.60 1.59 0.61
Latest Preceding Year Ago Yr over Yr 12-Month Certif-z 2.00 2.04 1.05
Report Report Report % Chg Oct 27 Oct 20 Yr. Ago YOY % Chg T October Consumer Confidence 100.0 103.0
30 Month Accounts-z 1.47 1.47 0.96
1 Year Treas Bills 5.44 5.40 4.57 19.04 W September Construction Spending 0.40% 0.50% 5-Year Certificates-z 1.35 1.35 1.00
3 Weeks ago Federal Budget Deficit (bil. $)-a 1,330FY'25 1,201FY'24 1,154FY'23 ….
Budget Surplus/Deficit (bil. $)-b, September –170.98 +89.26 –429.77 -60.22 2 Year Treas Notes 5.14 5.01 4.51 13.97 September JOLTS Job Openings 9,375,000 9,610,000
Trade Deficit (bil. $, sa)-c, August –58.30 r-64.72 –67.32 -13.40 3 Year Treas Notes 4.97 4.77 4.52 9.96 U.S. Savings EE Bonds:
Current Market Exposure: 0% Treasury Gross Public Debt. (bil. $)-d 33,673.4 33,629.2 31,252.3 7.75 TH September Factory Orders 0.95% 1.2%
Equities, 100% Bonds, 0% Cash 5 Year Treas Notes 4.86 4.64 4.32 12.50
Treasury Statutory Debt Limit (bil. $)-d * 31,381.5 …. …. F October Nonfarm Payrolls 175,000 336,000 Long-Term (5yrs+) 2.50 2.50 0.10
Consumer Installment Debt (bil. $)-e, August 4,969.2 r4,984.8 4,675.8 6.27 10 Year Treas Notes 4.87 4.64 4.12 18.20
Source: Delta Investment 20 Year Treas Bds 5.19 4.99 4.39 18.22
Management October Unemployment Rate 3.8% 3.8% c-Annualized yields, adjusted for constant maturity, reported by the Federal
Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. FHFA PMMS+ Oct 6.95 6.95 5.21 33.40 Reserve on a weekly average basis. Sources: Tullett Prebon information, Ltd.
www.deltaim.com, (415) Report, d-Daily Treasury Statement, e-Monthly Federal Reserve Release. *Statutory debt limit temporarily Source: FactSet Factset. z-Bankrate.com.
249-6337 suspended through January 1, 2025. Fed annualized yields adjusted for constant maturity.
 60 BARRON’S October 30, 2023

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

Barron’s Gold Mining Index

12-Month Year Week %
Weekly Bond Statistics Dividend Payment Boosts Top 5 Insider Purchases by
High Low
983.45 698.83 Gold mining
10/26
768.74
10/19
791.96
Ago
738.53
Chg.
–2.93
New Offerings, (mil $) (v) Last Week Prev. Week Yr Ago
Company Name-Ticker Symbol (Exchange)
Adjusted
Yield Period To From
%
Increase
Record
Date
Ex-Div
Date
Payment
Date Company in 2023
Corporate (z) 9,105 r31,558 43,984 Number of Number of Avg.
Municipal (z) 9,576 r13,377 9,988 1st Source-SRCE (Nasdaq) 3.1 Q .34 .32 6.3 % 11-06 11-03 11-15 Company Sym Insiders Shares $ Value Price
ACNB-ACNB (NCM ) 3.6 Q .30 .28 7.1 12-01 11-30 12-15
Best Grade Bonds-y American Elec Power-AEP (Nasdaq) 4.7 Q .88 .83 6.0 11-10 11-08 12-08 2
B Riley Financial RILY 458,841 18,818,145 $41.01
Amphenol Cl A-APH (NYSE) 1.1 Q .22 .21 4.8 12-19 12-18 1-10
Gold & Silver Prices (Barron's index of 10 high-grade corporate bonds.)
5.15 5.19 4.98 Associated Banc-ASB (NYSE)
Atlantic Union Bankshares-AUB (NYSE)
5.5
4.3
Q
Q
.22
.32
.21
.30
4.8
6.7
12-01
11-10
11-30
11-09
12-15
11-24
FidelityNationalInformationServices FIS
0
14 23,197 1,503,942 $64.83
Forward Air FWRD 12 37,059 2,493,323 $67.28
Handy & Harman 10/27 10/20 Year Ago Interm-Grade Bonds-y Comfort Systems USA-FIX (NYSE) 0.6 Q .25 .225 11.1 11-16 11-15 11-27 Asana ASAN 11 2,338,547 46,334,241 $19.81
Gold, troy ounce 1982.90 1988.50 1648.05 Cross Timbers Royalty Tr-CRT (NYSE) 11.8 M .109923 .090731 21.2 10-31 10-30 11-14 Compass Diversified CODI 11 147,648 2,986,112 $20.22
(Barron's index of 10 medium-grade corporate bonds.) Delek Logistics Partners-DKL (NYSE) 9.0 Q 1.045 1.035 1.0 11-06 11-03 11-13
Silver, troy ounce 22.70 23.58 19.12 6.03 6.13 5.68
Dorchester Minerals-DMLP (Nasdaq) 12.9 Q .84512 .676818 24.9 10-30 10-27 11-09 Top 5 Insider Sales by Company in 2023
Base for pricing gold and silver contents of shipments and for making Confidence Index Energy Transfer Pfd. D-ETpD (NYSE) 10.4 Q .662156 .476563 38.9 11-01 10-31 11-15
refining settlement. Equinix-EQIX (Nasdaq) 2.4 Q 4.26 3.41 24.9 11-15 11-14 12-13 Atlassian TEAM 67 1,519,581270,203,914 $177.81
(High-grade index divided by intermediate-grade index; decline in Fidelity D&D Bancorp-FDBC (Nasdaq) 3.4 Q .38 .36 5.6 11-17 11-16 12-08
latter vs. former generally indicates rising confidence, pointing to Salesforce CRM 56 1,522,100330,584,780 $217.19
Coins Price Premium $ Premium % higher stocks.) First Bancshares-FBMS (Nasdaq) 4.1 Q .24 .23 4.3 11-08 11-07 11-24 Datadog DDOG 48 2,625,911236,846,928 $90.20
85.4 84.7 87.6 Getty Realty-GTY (NYSE) 6.8 Q .45 .43 4.7 12-28 12-27 1-11
Krugerrand 2078.34 79.94 4.00 Hartford Financial-HIG (NYSE) 2.7 Q .47 .425 10.6 12-01 11-30 1-03 Samsara IOT 31 4,199,030 93,680,218 $22.31
Maple Leaf 2098.32 99.92 5.00
Mexican Peso 2417.47 8.00 0.33 Other Confidence Indicators: Hess Midstream-HESM (NYSE) 8.2 Q .6175 .6011 2.7 11-02 11-01 11-14 Airbnb ABNB 30 2,672,382329,885,815 $123.44
Austria Crown 1961.83 3.00 0.15 HomeTrust Bancshares-HTBI (Nasdaq) 2.1 Q .11 .10 10.0 11-16 11-15 11-30
Austria Phil 2098.32 99.92 5.00 Bloomberg Barclays US Long Treasury* IDACORP-IDA (NYSE) 3.5 Q .83 .79 5.1 11-01 10-31 11-30
U.S. Eagles 2098.32 99.92 5.00 (This index measures the performance of fixed-rate, nominal US Kimco Realty-KIM (NYSE) 5.6 Q .24 .23 4.3 12-07 12-06 12-21
Premium is the amount over the value of the gold content in the coin.
Source Manfra, Tordella & Brookes, Inc. Bullion spot gold price 1998.4
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.)
2753.76 2716.19 3016.43
LKQ-LKQ (Nasdaq)
Marathon Oil-MRO (NYSE)
2.7
1.4
Q
Q
.30
.11
.275
.10
9.1
10.0
11-16
11-15
11-15
11-14
11-30
12-11
Week’s Week’s
Bloomberg Barclays US Credit
Marathon Petroleum-MPC (NYSE)
Matador Resources-MTDR (NYSE)
Middlesex Water-MSEX (Nasdaq)
2.3
1.3
2.0
Q
Q
Q
.825
.20
.325
.75
.15
.3125
10.0
33.3
4.0
11-16
11-10
11-16
11-15
11-09
11-15
12-11
12-01
12-01
Dividend Dividend
Gold Performance (This index includes all publicly issued, fixed-rate, non-convertible,
investment-grade, dollar-denominated, SEC-registered corporate
debt.)
MPLX-MPLX (NYSE)
Mueller Water Products-MWA (NYSE)
9.5
2.0
Q
Q
.85
.064
.775
.061
9.7
4.9
11-03
11-09
11-02
11-08
11-13
11-20
Payment Payment
Heavy Lift: War lifted gold near $2,000 an 2782.44 2752.66 2711.22 NextEra Energy Partners-NEP (NYSE) 12.0 Q .8675 .854 1.6 11-06 11-03 11-14 This list includes payouts on This list includes payouts on
ounce, but high rates left a 0.3% weekly dip. Ryan Labs Treasury Index
Rockwell Automation-ROK (NYSE) 1.9 Q 1.25 1.18 5.9 11-13 11-10 12-11 common stocks. common stocks.
Rollins Inc-ROL (NYSE) 1.6 Q .15 .13 15.4 11-10 11-09 12-11
(Index of total return from active Treasury notes and bonds. Dec. Rush Enterprises A-RUSHA (Nasdaq) 1.9 Q .17 .14 21.4 11-09 11-08 12-12 NYSE NASDAQ
50 31, 1996=100.)
256.23 253.68 259.49
Rush Enterprises B-RUSHB (Nasdaq) 1.7 Q .17 .14 21.4 11-09 11-08 12-12 Monday (October 30) Monday (October 30)
Shenandoah Telecom-SHEN (Nasdaq) 0.4 A .09 .08 12.5 11-07 11-06 12-01 B & G Foods .19
Barron's Gold Mining Index (768.74) Sirius XM Holdings-SIRI (Nasdaq) 2.5 Q .0266 .0242 9.9 11-07 11-06 11-29 Campbell Soup .37 HarborOne Bancorp .075
Bond Buyer 20 Bond Index Cdn Pacific Kansas City .142
Sonic Automotive Cl A-SAH (NYSE) 2.4 Q .30 .29 3.4 12-15 12-14 1-12 Dillard's .25 Tuesday (October 31)
40 (Index of yields of 20 general obligation municipal bonds.) Standex International-SXI (NYSE) 0.8 Q .30 .28 7.1 11-08 11-07 11-22 EMCOR Group .18
4.19 4.19 4.16 Unifirst-UNF (NYSE) 0.8 Q .33 .31 6.5 12-07 12-06 1-04 Lufax Holding ADR .039 Camden National .42
Bond Buyer Municipal Bond Index Visa Cl A-V (NYSE) 0.9 Q .52 .45 15.6 11-09 11-08 12-01 Tuesday (October 31) City Holding Co. .715
Waste Connections-WCN (NYSE) 0.9 Q .285 .255 11.8 11-08 11-07 11-28 Consolidated Water .095
30 Alamo Group .22

Dividend Payment Reductions

(Index of 40 actively-traded tax-exempt bonds; component issues Arcosa .05
are changed regularly to keep the index a current picture of the Ensign Group .058
Argan .30
market. Source: The Bond Buyer BankUnited .27 Global Water Resources .025
5.29 5.17 5.25 Brady Cl A .235 Investar Holding .10
20 Adjusted % Record Ex-Div Payment Crestwood Equity Ptrs .655
Stock/Bond Yield Gap-s Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Crestwood Equity Ptrs .003 McGrath RentCorp .465
First Foundation-FFWM (NYSE) 0.8 Q .01 .02 -50.0 % 11-06 11-03 11-16 Edison International .738 Morningstar .375
To reprint or license content, please contact Barron's reprints department at 800-843-0008 or www.djreprints.com

(Difference between yield on highest-grade corporate bonds and EOG Resources .825
yield on stocks on the DJIA.) Western Asset Mtg Cap-WMC (NYSE) 6.9 Q .14 .35 -60.0 % 11-03 11-02 11-08 GFL Environmental .013 TTEC Holdings .52
10 -2.91
Yield on DJ Equal Weight US Corp Bond Idx:
-3.00 -2.92
Stock Splits/Dividends Special Dividends Greystone Housing Impact .37
JPMorgan Chase
Northern Oil & Gas
1.05
.38
WD-40
Xerox Holdings
.83
.25
Handy & Harman Gold Price Record Ex-Div Pay Record Ex-Div Pay Quaker Houghton .455
Corp Bonds, (y) 6.34 6.46 5.93 Company Name-Ticker Symbol (Exchange) Amount Date Date Date Company Name-Ticker Symbol (Exchange) Amount Date Date Date Wednesday (November 1)
0 RPM International .46
Spirit Airlines .10 Bel Fuse A .06
v-Week ended Thursday. y-Yield to maturity, week ended Thursday. z- Gravitas Education ADR-GEHI (NYSE)2-for-1 10-30 11-01 10-31 AMERISAFE-AMSF (Nasdaq) 3.50 12-01 11-30 12-15 Stryker Corp .75
Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Earthstone Energy Cl A-ESTE (NYSE) 0.14 10-31 10-30 11-06 Tecnoglass .09 Bel Fuse Cl B .07
-10 Conference Call Calendar Earnings- Helmerich & Payne-HP (NYSE) 0.17 11-20 11-17 12-04 Trinity Industries
Watsco
.26
2.45
First United .20

N D J F M A M J J A S O Week’s Ex- Week’s Ex- Company Date Time

Related
Period
IDEXX Laboratories Inc
Incyte Corp
November 1
October 31
8:30AM
8:00AM
Q3
Q3
Watsco B 2.45
Zimmer Biomet Holdings .24
Norwood Financial
Phillips Edison
.29
.097
Insulet Corp November 2 4:30PM Q3 Wednesday (November 1) Qifu Technology ADR .50
Dividend Dividend Advanced Micro Devices Inc
Aflac Inc
October 31
November 2
5:00PM
8:00AM
Q3
Q3
Intercontinental Exchange Inc November 2
Iqvia Holdings Inc November 1
8:30AM
9:00AM
Q3
Q3
Acuity Brands
AT & T .278
.13 RGC Resources .198
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Waterstone Fincl .15

Dates Dates Airbnb Inc
Albemarle Corp
Allegion PLC
November 1
November 2
October 31
4:30PM
9:00AM
8:00AM
Q3
Q3
Q3
Iron Mountain Inc
Kraft Heinz Co
Leidos Holdings Inc
November 2
November 1
October 31
8:30AM
9:00AM
8:00AM
Q3
Q3
Q3
AZZ
Bristol Myers Squibb
CVS Health
.17
.57
.605 Thursday (November 2)
This list includes payouts on This list includes payouts on Allstate Corp November 2 9:00AM Q3 Marathon Oil Corp November 2 9:00AM Q3 Darden Restaurants 1.31 Union Bankshares .36
Federal Reserve Data Bank common stocks.
NYSE
common stocks.
NASDAQ
Alpha Metallurgical Resources IncNovember 2
American Electric Power Company IncNovember 2
American International Group IncNovember 2
10:00AM
9:00AM
8:30AM
Q3
Q3
Q3
Marathon Petroleum Corp
Match Group Inc
Mcdonald's Corp
October 31
November 1
October 30
11:00AM
8:30AM
8:30AM
Q3
Q3
Q3
Freeport-McMoRan
Freeport-McMoRan
General Mills
.075
.075
.59 Friday (November 3)
One week ended Oct 25: AMETEK Inc October 31 8:30AM Q3 Mckesson Corp November 1 4:30PM Q2 Globe Life .225 Patterson Cos .26
Tuesday (October 31) Tuesday (October 31) Graco .235
Amgen Inc October 31 8:00AM Q3 MetLife Inc November 2 9:00AM Q3 Lincoln National .45 Saga Communications Cl A .25
Prev. Year AES .166 Cal-Maine Foods .006 ANSYS Inc November 2 8:30AM Q3 Microchip Technology Inc November 2 5:00PM Q2
Member Bank Ally Financial .30 Casey's General Stores .43 Luxfer Holdings .13
Week Ago APA Corp (US) November 2 11:00AM Q3 Moderna Inc November 2 8:00AM Q3 Smith & Nephew ADR .288 Saturday (November 4)
Aon .615 Donegal Group Cl A .17 Apple Inc November 2 5:00PM Q4 Molson Coors Beverage Co November 2 11:00AM Q3
Reserve Chgs. (Mil. $) Change Change Banco Santander ADR .085 Townsquare Media Cl A .188
Donegal Group Cl B .153 Aptiv PLC November 2 8:00AM Q3 Mondelez International Inc November 1 5:00PM Q3 NONE
Brown & Brown .13 East West Bancorp .48 Verizon Communications .665
U.S. Gov't securities: Citizens Financial Group .42 Arch Capital Group Ltd October 31 11:00AM Q3 Motorola Solutions Inc November 2 5:00PM Q3 Wolverine World Wide .10
Entegris .10 Arista Networks Inc October 30 4:30PM Q3 MSCI Inc October 31 11:00AM Q3 Sunday (November 5)
Bought outright 7,389,152 -14,299 -911,906 Coca-Cola Femsa ADR 1.653 Hasbro .70 Thursday (November 2)
Ford Motor .15 Heritage Financial .22 Assurant Inc November 1 8:00AM Q3 Norwegian Cruise Line Holdings Ltd November 1 10:00AM Q3
Ball Corp November 2 11:00AM Q3 NRG Energy Inc November 2 9:00AM Q3 Delta Air Lines .10 NONE
IDACORP .83 HighPeak Energy .025
Federal agency secur: Minerals Technologies .10 Baxter International Inc November 2 8:30AM Q3 ON Semiconductor Corp October 30 9:00AM Q3 Dorian LPG 1.00
Lifetime Brands .043 Graham Holdings 1.65
NRG Energy .377 Bio-Techne Corp October 31 9:00AM Q1 Paramount Global November 2 4:30PM Q3
Bought outright

Reserve bank credit:

2,347 .... ....
Oneok Inc
Pinnacle West Capital
.955
.88
MetroCity Bankshares
Northern Technologies
VSE
.18
.07
.10
Booking Holdings Inc
Borgwarner Inc
November 2
November 2
4:30PM
9:30AM
Q3
Q3
Parker-Hannifin Corp
Paycom Software Inc
November 2
October 31
11:00AM
5:00PM
Q1
Q3
H.B. Fuller
Friday (November 3)
.205
Week’s
Synchrony Financial .25 PayPal Holdings Inc November 1 5:00PM Q3
Primary Credit
Secondary Credit
2,890
....
+170
....
-2,341
....
Thor Industries
Western Midstream Ptrs
.48
.575
Wednesday (November 1)
ASML Holding 1.534
Boston Properties Inc

Caesars Entertainment Inc

November 2
Broadridge Financial Solutions IncNovember 2
October 31
10:00AM
8:30AM
5:00PM
Q3
Q1
Q3
Pfizer Inc
Pinnacle West Capital Corp
October 31
November 2
10:00AM
12:00PM
Q3
Q3
Coca-Cola Femsa ADR
Ennis
nVent Electric
1.653
.25
.175
Dividend
Zoetis .375
Seasonal Credit
Float
45
-191
-10
-27
+18
+34
Wednesday (November 1)
Franklin Electric
Hope Bancorp
.225
Independent Bank Group .38
.14
Cardinal Health Inc
Caterpillar Inc
Cboe Global Markets Inc
November 3
October 31
November 3
8:30AM
8:30AM
8:30AM
Q1
Q3
Q3
Progressive Corp
Prudential Financial Inc
PTC Inc
November 1
November 2
November 1
9:30AM
11:00AM
5:00PM
Q3
Q3
Q4
Owens Corning
Park Aerospace
Pentair
.52
.125
.22
Payment
Armstrong Wrld Ind .28 Northwest Bancshares .20
Other F.R. Assets 47,690 +1,029 +4,634 Conagra Brands .35 CDW Corp November 1 8:30AM Q3 Qorvo Inc November 1 5:00PM Q2 USA Compression .525 This list includes payouts on
TriMas Corp .04 Cencora Inc November 2 8:30AM Q4 Qualcomm Inc November 1 4:45PM Q4 WPP ADR .911 common stocks.
Total Fed Credit # 7,886,124 -19,160 -815,204 Hess Midstream .618
Thursday (November 2) Ceridian HCM Holding Inc November 1 5:00PM Q3 Regency Centers Corp November 3 11:00AM Q3 Saturday (November 4)
Gold stock 11,041 .... .... Thursday (November 2) Church & Dwight Co Inc November 3 10:00AM Q3 Regeneron Pharmaceuticals Inc November 2 8:30AM Q3 NYSE American
SDR Certif. Accounts 5,200 .... .... Banco Bradesco Ord ADR .003 Banner .48 ConocoPhillips November 2 12:00PM Q3 Revvity Inc October 30 8:00AM Q3 NONE
Cadre Holdings .08 BCB Bancorp .16 Cummins Inc November 2 10:00AM Q3 Rockwell Automation Inc November 2 8:30AM Q4 Monday (October 30)
Treas. Curr. Outst. 52,476 +14 +491 Costco Wholesale 1.02 Sunday (November 5)
CMS Energy .488 Dominion Energy Inc November 3 10:00AM Q3 S&P Global Inc November 2 8:30AM Q3
Total 7,972,546 -19,080 -813,995 Constellation Brands A .89 Green Plains Partners .455 Sealed Air Corp November 2 10:00AM Q3 PNC Financial Services 1.55 NONE
Independent Bk Michigan .23 DuPont de Nemours Inc November 1 8:00AM Q3
Currency in circ 2,323,056 -2,109 +39,317 Hexcel .125 Eaton Corporation PLC October 31 11:00AM Q3 Sempra November 3 12:00PM Q3
Lamb Weston Holdings .28 Pacific Premier Bancorp .33 Tuesday (October 31)
Treas. Cash Hldgs 367 +8 +266 Ecolab Inc October 31 1:00PM Q3 Simon Property Group Inc October 30 5:00PM Q3
Treas. Fed Deposits 834,418 +74,540 +199,870
MPLX
Norfolk Southern
.85
1.35
Pinnacle Finl Partners
Southern States Bcshs
WSFS Financial
.22
.09
.15
Edison International
Entergy Corp
November 1
November 1
4:30PM
11:00AM
Q3
Q3
Skyworks Solutions Inc
Starbucks Corp
November 2
November 2
4:30PM
7:00AM
Q4
Q4
Week’s Ex- NONE
Foreign Fed Deposits 9,685 -3 +2,250 Wells Fargo .35 Stryker Corp November 2 4:30PM Q3
Other Fed Deposits
Other FR liab/cap
162,024
-62,192
+10,043 -32,694
-5,384 -103,323
Friday (November 3) Friday (November 3)
1st Source .34
EOG Resources Inc
Equity Residential
ETSY Inc
November 3
November 1
November 1
10:00AM
11:00AM
5:00PM
Q3
Q3
Q3
Sysco Corp
Targa Resources Corp
October 31
November 2
10:00AM
11:00AM
Q1
Q3
Dividend Wednesday (November 1)
National Healthcare .59
Brink's .22
Total factors
Reserves F.R. banks
4,710,660
3,261,886
+72,916 -1,033,043
-91,995 +219,048
Carriage Services
Citigroup
.112
.53
AmeriServ Financial
Capital Bancorp
Capital Product Partners
.03
.08
.15
Exelon Corp
Expedia Group Inc
November 2
November 2
Federal Realty Investment TrustNovember 2
10:00AM
4:30PM
5:00PM
Q3
Q3
Q3
TE Connectivity Ltd
Teleflex Inc
Trimble Inc
November 1
November 2
November 1
8:30AM
8:00AM
8:00AM
Q4
Q3
Q3
Dates Thursday (November 2)
Eaton Corp. PLC .86
Fgn hold U.S. debt 3,425,670 -7,601 +88,405 Sensient Technologies .41 Five Star Bancorp .20 First Solar Inc October 31 4:30PM Q3 Tyler Technologies Inc November 2 10:00AM Q3 This list includes payouts on NONE
OceanFirst Financial .20 FMC Corp October 31 9:00AM Q3 Ventas Inc November 3 10:00AM Q3 common stocks.
Saturday (November 4) Peoples Bancorp (Ohio) .39 Fortinet Inc November 2 4:30PM Q3 Verisk Analytics Inc November 1 8:00AM Q3 Friday (November 3)
NONE Fox Corp November 2 8:00AM Q1 VF Corp October 30 4:30PM Q2 NYSE American
Reserve Aggr (Mil. $) Latest Prev. Month % Year Saturday (November 4) WEC Energy Group Inc October 31 2:00PM Q3 NONE
Month Ended Sept: Month Month Chg. Ago Sunday (November 5) Gartner Inc November 3 8:00AM Q3 Tues. (Oct. 31)-Thurs. (Nov. 2)
NONE GE Healthcare Technologies Inc October 31 8:30AM Q3 Welltower Inc October 31 9:00AM Q3
NONE Generac Holdings Inc November 1 10:00AM Q3 Western Digital Corp October 30 8:30AM Q1 NONE Saturday (November 4)
Total Reserves: 3,239,400 3,228,000 0.35 3,131,400 Sunday (November 5)
Monday (November 6) Global Payments Inc October 31 8:00AM Q3 Xylem Inc October 31 9:00AM Q3 Friday (November 3)
NonborrowedRes 3,017,200 2,971,200 1.55 3,111,100 NONE Healthpeak Properties Inc October 31 10:00AM Q3 Yum! Brands Inc November 1 8:15AM Q3 NONE
BorrowedReserves 222,206 256,759 -13.46 20,293 Ethan Allen .36 Zebra Technologies Corp October 31 8:30AM Q3 Amcon Distributing .18
Monday (November 6) Hubbell Inc October 31 10:00AM Q3
FirstEnergy .41 Zoetis Inc November 2 8:30AM Q3 Sunday (November 5)
Monetary Base 5,567,100 5,559,100 0.14 5,410,900 Invitation Homes .26 Martin Midstream Ptrs .005 Humana Inc November 1 9:00AM Q3 Sat. (Nov. 4)-Mon. (Nov. 6)
Las Vegas Sands .20 Northeast Bank .01 Huntington Ingalls Industries IncNovember 2 9:00AM Q3 Source: CCBN, www.ccbn.com NONE NONE
 October 30, 2023 BARRON’S 61

D ATA MARKET LABORATORY B A R R ON S .C OM / D ATA

AltamiraTherap Bumble Eargo HeartcoreEnts Lovesac OrthoPediatrics SensusHealthcare UnvlElectronics AmerWaterWorks Emeren Lightspeed RogersComm B

Week’s Altimmune
AlzamendNeuro
Amarin
Ambarella
BurgerFiIntl
BurkeHerbert
BuzzFeed
C4 Therap
eBay
Ebix
EchoStar
EdibleGarden
HeartlandExp
HeartTestLabs
Heidrick&Strug
HenrySchein
LQR House
Lucid
LucyScientific
Lulu'sFashion
OutsetMedical
Overstock
PacBiosciCA
PaciraBioSci
SentiBiosciences
ServiceProperties
Sezzle
Shapeways
Upexi
Urgent.ly
USGoldMining
UtahMedProducts
AmpriusTech
AnnalyCap
AnywhereRealEst
AptIncmREIT
EmergentBiosol
Endeavor
EndeavourSilver
Enhabit
LionElectric
LithiumAmericas
Livent
loanDepot
RoyalBkCanada
RubiconTech
SITE Centers
Safehold

New Highs Amdocs

AmerAcqnOppA
AmerAirlines
CadrenalTherap
CaesarsEnt
CalAmp
EditasMedicine
EducDev
EigerBioPharma
HeronTherap
HertzGlobal
HilleVax
Lumentum
LuminarTech
LutherBurbank
PainReform
PAM Transport
PanbelaTherap
ShiftPixy
Shineco
ShoalsTech
Vacasa
VarexImaging
VBI Vaccines
ApartmtInv
Aptiv
ADM
Enovis
Entravision
Envestnet
Envista
LocalBounti
LouisianaPacific
Luxfer
SaversValue
ScottsMiracleGro
SealedAir
SeaWorldEnt

and Lows
AmerBatteryTech CalumetSpecialty ElectraVehicles HillmanSolns LytusTech ParamountA ShoreBancshares VentyxBiosciences ArcusBiosci M&T Bank
AmericanLithium CambiumNtwks ElevationOnc HimaxTechs MagicEmpire ParamountB ShuttlePharm VerbTech ArdaghMetalPkg Enviva MBIA SensataTech
AmericanRebel CamdenNational ElPolloLoco HinghamSvg MagicSoftware PatriaInvts Shyft VerintSystems AresAcqnA EquityResdntl MDU Rscs SeritageGrowth
AmesNational CanadianSolar Emcore HitekGlobal MagyarBancorp PatriotNatBncp SidusSpace Veritone ArmadaHoffler EssentialProp MFA Financial Shutterstock
AmtechSystems Canoo EnantaPharma Hologic MainzBiomed PaxMedica SightSciences VersusSystems ArmourResREIT EsteeLauder MachNaturalRscs Sibanye-Stillwater
NYSE AmylyxPharm CapitalCityBank EncoreCapital HomeStreet MalibuBoats PayPal SigmaLithium VerveTherap AshfordHosp Everi MagnaIntl SilganHoldings
AnaptysBio CapitolFedFin ENDRA LifeSci Honeywell Mannatech Paysign Silicom ViaRenewables Ashland EversourceEner Magnachip SixFlags

42 787
AnavexLifeSci CaraTherap EnergyRecovery Hookipa MaravaiLifeSci PDS Biotech SiliconLabs Viatris AtmusFiltration ExcelerateEner Marcus&Millichap SkeenaRscs
Angi CardiffOncology ENGlobal HothTherap MarinSoftware PeapackGladFin SilkRoadMed ViaviSolutions ATRenew ExtraSpaceSt Markforged Smith&Nephew
AngioDynamics CardioDiag EnlightRenewableEn HubGroup Marpai Peloton SimmonsFirstNat Vicor AvanosMedical FMC MarriottVacations SOQUIMICH
ApogeeTherap Carecloud EnlivenTherap HudsonGlobal MartenTransport PENN Entmt SimplyGoodFoods ViemedHealthcare Avantor FreyrBattery MasTec Sonendo
New Highs New Lows
ApollomicsA CareDx EnlivexTherap Hurco Materialise Peraso SingingMachine View Bark Farfetch Mativ SonocoProducts
AppliedDNA CaribouBio EnphaseEnergy HycroftMining Matterport Perficient SiNtxTech Vimeo BRC FathomDigital MedicalProp SouthwestAir
Nasdaq AppliedMolecular CarismaTherap EnsysceBio i3Verticals MaxeonSolar PetcoHealth SiyataMobile VinFastAuto Babcock&Wilcox FederatedHermes Medifast SpiritRealtyCap
AppliedUV CarmellTherap EnterpriseBncp IcahnEnterprises MaxLinear PetMedExpress SkyWaterTech ViractaTherap Bakkt FidNatlInfo Medtronic Sprott
FinanceofAm SprucePower

80 1259
Aptorum CarParts.com EnterpriseFinSvcs ICU Medical MedAvail PetVivo SleepNumber ViraxBiolabs Ball Mettler-Toledo
AquaBountyTech CarterBkshrs EnthusiastGaming IdealPower Mediaco PhibroAnimal SmartforLife VirBiotech Bally's FirstCmwlthFin MidAmApt StandardMotor
ArbeRobotics CarverBancorp EnvoyMedical IGM Biosci MedicennaTherap PhioPharm SmartPowerr ViridianTherap BancoItauChile FirstIndRlty MisterCarWash StateStreet
ARBIOT CastorMaritime ErayakPwr iHeartMedia Medigus Phunware SmartShareGlbl VislinkTech BankofAmerica FiscalNote MiX Telematics Stem
New Highs New Lows ArbutusBiopharma CelldexTherap Ericsson Illumina MeiraGTx PiedmontLith SnowLakeRscs Visteon BankMontreal FiverrIntl SummitHotelProp
MohawkInds
ARCAbiopharma Cellectis EsportsEnt IM Cannabis MeiwuTechnology PineappleEner SocietalCDMO Vivakor BankNovaScotia FordMotor MontroseEnvl SunComms
NYSE American Arcimoto CenntroElec EstablishLabs IMAC MesaAir Playstudios SocketMobile VividSeats Barclays FourCornersProp MorganStanley SunnovaEnergy
ArcutisBiotherap CenturyAluminum EternaTherap Immunic MesaLabs PLBY Group Sohu.com VivosTherap BarnesGroup FreshDelMonte MyersIndustries SuperiorIndsIntl
Arm CenturyCasinos Etsy Immunocore Mesoblast PliantTherap SolidBiosci Volcon Bath&BodyWks GATX NatlStorage SynovusFinl

7
New Highs
81
New Lows
ArqitQuantum
Arrival
ArtesianRscs A
Arvinas
CenturyTherap
CEVA
CFSB Bancorp
CH Robinson
Everbridge
EVgo
Evogene
Exicure
ImpelPharm
Impinj
Incannex
Incyte
MetaMaterials
MGO Global
Middleby
MilestonePharm
PlugPower
Pluri
PlusTherap
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 62 BARRON’S October 30, 2023

O T H E R VO I C E S
Mike Johnson may have been elected speaker,
but he probably won’t lead a governing coalition
because he doesn’t have the votes to govern.

the speaker appears incredibly power- govern, which means he will have
ful. But if the speaker cannot muster to generate a governing coalition
218 of his or her party’s votes, nothing among the various, and often compet-
gets done and the speaker’s power and ing, factions of the party who just
influence is pruned. chose him as their leader.
In other words, Johnson may have But the real challenge for Johnson—
been elected speaker, but he probably or any speaker, for that matter—will be
won’t lead a governing coalition be- in maintaining that governing coalition
cause he doesn’t have the votes to do on a day-to-day, issue-by-issue basis. It
the governing. can’t be a one-time compact, uncertain
This is exactly what we saw with depending on the day or the topic. The
McCarthy during his turbulent 269- coalition must remain stable or risk
day tenure as speaker. He won the falling apart altogether.
office, but never the power that comes Too many political observers over-
from a united majority party. In sev- look the fact that the speakership is an
eral high-profile instances, enough ongoing struggle that isn’t won when
members of his own party prevented the oath is taken. To engender any
McCarthy from putting legislation on sense of stability or influence within
the floor, let alone passing it. And that the chamber, Johnson will have to
was just within the chamber that Re- keep his members united enough over
publicans controlled. When McCarthy time so that he can take advantage of
was forced to work with Democrats to the awesome powers afforded to the
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avoid a government shutdown at the speaker, namely control over bringing

beginning of October, hard-liners legislation to the floor for a vote.
ousted him. The first and perhaps most impor-

Good Luck to the New

This impossible dynamic won’t tant test of Johnson’s coalition author-
change just because Johnson’s name- ity will be on the question of funding
plate has been screwed in above the the government, which runs through
speaker’s office door in the Capitol. Nov. 17. It could be that Republicans

Speaker. He Has the

Despite earning the support of all 220 are sufficiently motivated to prove
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

voting Republicans, Johnson will still they can keep the government’s lights
be plagued by the reality that being on by passing a funding package,
powerful one day is no guarantee that despite disagreements on the policy

Same Old Problem.

he will be powerful the next. Republi- details. But the more likely scenario is
cans simply disagree too much and that Johnson falls into the same quag-
have proved unwilling to sacrifice mire McCarthy did, and faces a choice
preferred processes or outcomes for with no good outcomes. He can either
the sake of political stability. upset enough Republicans by compro-

A
This will be complicated further by mising with Democrats that his gov-
the fact that Johnson will immediately erning coalition becomes unstable, or
fter a 22-day va- BY CASEY late just because the majority party inherit many, if not all, of the policy shut the government down because he
cancy and three BURGAT decided on who should occupy the problems that fracture the Republican can’t get enough Republican votes.
failed nominations, The writer is the office. Just ask any former speaker, Conference into several smaller minor- Without the stable backing of his
the House of Repre- director of the including Johnson’s immediate prede- ity parties. They need to fund the gov- members, Johnson will have to beg,
sentatives elected Legislative Affairs cessor, Kevin McCarthy (R., Calif.). He ernment, consider aid to Ukraine and plead, and barter with his colleagues so
and swore in Rep. program at George negotiated a deal in the spring to re- Israel, and make decisions about cuts he can exercise these powers. This can
Mike Johnson (R., Washington Uni- duce the level of government spending to popular entitlement programs head- mean, as McCarthy experienced, that
La.) as the 56th speaker of the House versity’s Graduate in exchange for raising the debt ceil- ing into an election year. These divi- every procedural vote in the House is
on Thursday. It might be tempting to School of Political ing, much to the surprise of many who sions are why we saw four speaker- a test of the power of the speaker him-
conclude that the embarrassing or- Management. expected less of him. He was removed designates without one winning the self. Should his members start with-

Illustration by Andrius Banelis

deal is finally over, that the Republi- as speaker anyway. gavel. None could convince every Re- holding support of the speaker’s
can Party—through a messy, demo- The speaker’s job is to maintain an publican that they could satisfy all of decisions, the powers of the office
cratic process—ultimately coalesced ongoing governing coalition wherein their demands on each of the issues. effectively vanish and members start
around a leader, and the People’s the majority party is in agreement The congratulations will be forgot- looking elsewhere for a new leader.
House can finally get back to work. on what they want to do and when. ten all too quickly, and the expecta- Or, as former Speaker John Boe-
The truth is, however, that electing If the party is united enough—or has tions and pressure on Johnson will hner (R., Ohio) likes to put it, a
a speaker is only the first step. Legis- enough votes within the party to con- mount. Soon it won’t be enough that speaker “without any followers is
lative victories don’t simply accumu- sider and pass legislation by itself— he won the office. He will have to just another guy taking a walk.” B
 October 30, 2023 BARRON’S 63

RETIREMENT MAILBAG
Tap Into the Power of Retail Investors
Health Savings Accounts
Weigh In on Schwab
BY ELIZABETH O’BRIEN of a career: A 40-year-old who switches to To the Editor: extraordinary, it raises the question of the
a high-deductible plan and spends $481 As a retail investor foisted onto the true motivation of the people holding lead-

H
ealth savings accounts offer a less each year until retirement could have Schwab website from TD Ameritrade, ership positions in those organizations.
powerful way to save for an additional $27,973 at age 65, assuming I found the Schwab site far less user Does it involve helping others, or is it
healthcare costs now or in they made pretax contributions to a retire- friendly than TD’s (“Charles Schwab Has really about helping themselves?
retirement, yet many employ- ment account or HSA that earned a 6% Had a Terrible Year. The Surprising Rea- Stephen Johnson
ees overlook them during their annual return, according to Voya. Money in an son the Brokerage King Won’t Be De- On Barrons.com
open enrollment period. HSA can be invested in the stock market, throned,” Cover Story, Oct. 18). However,
HSAs, which are paired with qualifying allowing it to grow at a faster rate than my main complaint is that Schwab breaks
high-deductible health insurance plans, money in a savings account. down each of my three accounts into four The Case for Spinoffs
are like a 401(k) for medical expenses. In that way, HSAs are similar to lists: fixed income, securities, exchange-
Some 45% of employers offer HSAs to 401(k)s, but with more favorable tax traded funds, and mutual funds. This To the Editor:
their employees, according to MetLife’s treatment: money is contributed tax-free, results in 16 discreet lists of my holdings, Regarding “Big-Name Stock Spinoffs Are
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21st Annual U.S. Employee Benefit Trends grows tax-free, and can be withdrawn and that makes my portfolio much harder Going Mainstream. Here’s Why.” (The
Study this year, yet only 29% of employees tax-free to pay for qualifying medical to manage. The TD website provided a Economy, Oct. 18): In addition to the tax-
own an HSA through their employer. expenses, now or in retirement. By con- comprehensive list of all three accounts free nature of these transactions to both
The deductible is the amount patients trast, contributions to retirement ac- into one—and this is critical—fully func- the parent corporation and the recipient
pay out-of-pocket each year before insur- counts are taxed on the way in or the way tional format. I have requested this change shareholders, this restructuring permits
ance steps in to pay for covered services, out, depending on the type of plan. And to 15 customer agents and counting, and the spun-off company to make its own
and those with greater medical needs there’s no need to use HSA money by a almost all upon further discussion agree managerial decisions without having to
tend to avoid higher-deductible plans. certain time or lose it, as is the case with that what I’m asking is a good suggestion go up a corporate ladder for time-delayed
For personal non-commercial use only. Do not edit or alter. Reproductions not permitted.

Yet a high deductible doesn’t necessarily a flexible spending account. and have passed it up the chain. approvals. Further, these companies’ man-
mean higher overall medical costs. In For 2024, the Internal Revenue Ser- Peter Dodge agers would probably have their interests
fact, 75% of individuals would have vice has set the minimum deductible for St. Augustine, Fla. closely aligned with shareholders through
spent less in a high-deductible health high-deductible plans at $1,600 for an substantial stock ownership and stock
plan in 2018, according to an analysis by individual and $3,200 for a family. The To the Editor: options. Spinoffs, on average, have outper-
Voya Financial, based on common em- 2024 contribution limit for HSAs is Interesting article on the difficulties of formed the market, including several asso-
ployer plan designs. $4,150 for individual coverage and some financial advisors. However, I sus- ciated with John Malone’s Liberty Media.
Nonetheless, the option is plagued by $8,300 for family coverage. pect the main reason that Charles Schwab One outstanding performer has been Chi-
misconceptions. “ ‘High-deductible plan’ HSAs are portable, so you can hold on is so dominant is because of its over- potle Mexican Grill, which was spun off
is the worst branding,” says Nate Black, to it when you leave your job. People who whelming success with retail investors. by McDonald’s in January 2006. Its com-
vice president of health-solutions prod- are no longer enrolled in a qualifying Schwab’s platforms blow the competition pounded rate of return has been 28% a
uct at Voya Financial. For one, the name high-deductible plan, including Medicare away. Its staff actually can solve problems year, which has handily outperformed
obscures the fact that high-deductible recipients, can’t contribute new money to and answer questions appropriately. Re- McDonald’s return of 15% a year over the
plans have lower monthly premiums their HSA but can still withdraw funds sponsive, polite, informed, and motivated. past 17 years.
than traditional, lower-deductible plans. from an existing account. John Reilly David I. Kass
When you combine what you save on Michelle Griffith, senior wealth advisor On Barrons.com College Park, Md.
premiums with any contribution that with Citi Personal Wealth Management in
employers make to employees’ HSAs, Chicago, says an HSA can be a huge help
most come out ahead in a high-deductible when paying for pricey services that tra- Nonprofit Motivation? Send letters to [email protected].
health plan plus HSA, Voya found. That’s ditional Medicare doesn’t cover, such as To be considered for publication,
even the case for many older adults, who hearing aids and dental implants. “The To the Editor: correspondence must bear the writer’s
tend to incur higher medical costs than HSA is the best-kept secret in terms of Nice article following a complex web (“The name, address, and phone number.
their younger counterparts. Voya’s analy- retirement planning,” Griffith says. Making of a Mortgage Giant. How a Non- Letters are subject to editing.
sis, which assumed an employer HSA As of the end of 2021, the average HSA profit Leader Opened the Door to a Mas-
contribution, found that 69% of people balance of customers at age 65 who had sive Loophole,” Oct. 20). It would be nice
ages 55 to 64 would have spent less in a invested their account was $43,000, ac- to know just how much Faith Bautista was The Barron’s Daily is our morning briefing
high-deductible health insurance plan. cording to Jason Kessler, chief experience enriched through all of this work for “non- for what you need to know for the day.
This savings can add up over the course officer at HSA Bank. B profits.” When compensation becomes Sign up at barrons.com/newsletters.
 M W L C 10 11 12 H G R P 4 8 3 F 2 D 6 7 9 0 A I
64 BARRON’S October 30, 2023

EX
for CLU
Ba SIV
rro E
n’s OFF
Re E
ad R
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!

S A R A S O TA
D ECEMB ER 4-6,2023
Hyatt Regency Sarasota, Florida

ED YARDENI
Fed Policy

KATIE STOCKTON
Technical Analysis

JIM BIANCO
Markets
LIZ ANN SONDERS
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Strategies
ERIC BOLLING SAM STOVALL
Politics Sectors
STEVE FORBES
Economy DAVID KOTOK
Investing
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This exclusive, high-touch conference will offer accomplished investors an innovative, interactive forum
to explore economics, politics, markets, real estate, alternative assets, technology, artificial intelligence,
and more—all in a relaxed, resort setting featuring the beautiful beaches and sunsets of the Gulf Coast.

SECURE A STANDARD PASS FOR JUST $199 $149 Mention Priority

Code: 061260
Simply visit Barrons.MoneyShow.com or call 1.800.970.4355.

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