TWO BETS ON THE UPTURN IN HOUSING • PAGES 15, 27

VOL. CI NO. 20 MAY 17, 2021 $5.00

>
63142

Inflation is heating up fast—and it could last longer than

many think. How to protect your portfolio. PAGE 22
C O NT EN TS 05.1 7.21 VOL.CI NO.20

P. 9 P. 28 P. 36

For Investors, ’Tis Tech Trader: Used-Car

Better to Receive The Future of Finance Sellers Get a Lift
Follow-Up: Construction company Four of the women featured on our annual list of the 100 Most Influential Women in By ERIC J. SAVITZ
Fluor dilutes its stock. A surprise U.S. Finance outline coming changes for markets and investors. By LAUREN R. RUBLIN
resurgence in oil-industry payouts. P. 38
P. 29 P. 30 P. 31 P. 32
Stories by DAREN FONDA and
Other Voices: Markets
AVI SALZMAN
10 Trends How to Make Rethinking Q&A With Need Better ESG Data
P. 13 to Watch in Markets Retirement BofA’s By JOHN STREUR

Stay-at-Home Stocks Wealth More as Life Spans Candace

P. M1
Are on Shaky Ground Management Resilient Expand Browning
Pandemic plays such as Etsy and By MARY By ADENA By JO ANN By LESLIE P.
Trader: Economic
Zoom Video face a reckoning—but CALLAHAN FRIEDMAN JENKINS NORTON Volatility Is the Problem
ERDOES
other stocks have staying power. By BEN LEVISOHN
By ERIC J. SAVITZ
P. M4
P. 15 Candace Browning
lays out a blueprint Euro Trader: Daimler’s
Whirlpool Stock for the future of Wall
Street research. EV Growth Driver
Is Heating Up By RUPERT STEINER
The U.S. appliance leader is worth
jumping into as demand soars. P. M4
By ANDREW BARY
Emerging Markets:
P. 16 South Africa Revives
Income Winners in By CRAIG MELLOW

a Low-Yield World P. M5
REITs from Blackstone and KKR
could benefit from the reopening.
Striking Price: A Bet
By DAREN FONDA on ARK Innovation
By STEVEN M. SEARS
P. 22
P. M6
Recent Price Spikes
Raise Red Flags Commodities: Prices
Cover Story: The Fed is walking Could Smash Records
a fine line in assuming that By MYRA P. SAEFONG
inflation pressures will abate.
Index P. 4
By LISA BEILFUSS P. 6 P. 19
Review & Preview P. 10
Mailbag P. 39 Up & Down Wall Street: Funds: Novel Ways to Barron’s Roundtable
P. 26 Inside Scoop P. M7
Inflation Insurance Protect Your Portfolio on Fox Business
Four Ways to Hedge Charting the Market P. M9
Winners and Losers P. M10 By RANDALL W. FORSYTH By EVIE LIU Watch Fridays at 10 p.m. or 11:30
Against Inflation Research Reports P. M11
p.m. ET; Saturdays at 10 a.m. or
Market View P. M12
Ideas range from Caterpillar and P. 8 P. 21 11:30 a.m. ET, or Sundays at 7
Statistics P. M13
coins to luxury watches and land. a.m., 10 a.m., or 11:30 a.m. ET.
By LISA BEILFUSS
Streetwise: Stanley’s Income: Opportunities This week, oil expert Daniel Yergin
Angle on Lawn Tools in Overseas Stocks
TWO BETS ON THE UPTURN IN HOUSING • PAGES 15, 27

and DraftKings CEO Jason Robins.

Photograph by Laurel Golio

P. 27
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4 BARRON’S
I N D EX
Our index lists significant companies mentioned in stories and columns,
plus Research Reports, and Corrections & Amplifications. The references
are to the first page of the item in which the company is mentioned.
A Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Altria Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,23
AMC Entertainment Holdings . . . . . . . . . . . . M9
Analog Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Applied Materials . . . . . . . . . . . . . . . . . . . . . . . . . . 11
AstraZeneca . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
B Ball . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Bidvest Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
Blackstone Group . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Blackstone Mortgage Trust . . . . . . . . . . . . . . . . 16
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
BorgWarner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M11
Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
C Capitec Bank Holdings . . . . . . . . . . . . . . . . . . . M4
Cardinal Health . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Carvana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Caterpillar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
CCL Industries . . . . . . . . . . . . . . . . . . . . . . . . . . M11
Chesapeake Energy . . . . . . . . . . . . . . . . . . . . . . . . 9
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Chewy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Cisco Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Coinbase Global. . . . . . . . . . . . . . . . . . . . . . . . . . .M5
Compass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Compass Pathways. . . . . . . . . . . . . . . . . . . . . . . . .11
Corteva . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3
Costco Wholesale . . . . . . . . . . . . . . . . . . . . . . . . . . 25
CVR Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
D Daimler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
Deere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,26
Dillard’s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
DocuSign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Domino's Pizza . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
DoorDash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
Dow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3
Dropbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
DuPont . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3
E Electrolux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
EOG Resources . . . . . . . . . . . . . . . . . . . . . . . . . . 9,26
F Fastly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
FedEx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Field Trip Health . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Fisker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M2
Flexion Therapeutics . . . . . . . . . . . . . . . . . . . . M11
Fluor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Fortive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
fuboTV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36,M9
G Gamco Investors . . . . . . . . . . . . . . . . . . . . . . . . . . M7
General Electric . . . . . . . . . . . . . . . . . . . . . . . . . . M7
H Hertz Global Holdings . . . . . . . . . . . . . . . . . . . . . 10
Hilton Worldwide Holdings . . . . . . . . . . . . . . . . 25
Home Depot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Horizon Kinetics Inflation Beneficiaries . . . . 19
Hormel Foods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
I Icahn Enterprises . . . . . . . . . . . . . . . . . . . . . . . . M7
Impala Platinum Holdings . . . . . . . . . . . . . . . . M4
Indus Realty Trust . . . . . . . . . . . . . . . . . . . . . . . M7
Intel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
International Flavors & Fragrances . . . . . . . M3
iShares Gold Trust . . . . . . . . . . . . . . . . . . . . . . . M12
May 17, 2021
For Customer Service, call 1 (800) 544-0422, or go to
customercenter.barrons.com. For reprints of articles,
call 1 (800) 843-0008, or go to djreprints.com.
iShares TIPS Bond . . . . . . . . . . . . . . . . . . . . . . . . 19 M Macy's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 O Oersted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Masco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Okta . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
J JD.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 MaxLinear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7 Opendoor Technologies . . . . . . . . . . . . . . . . . . . . 27
JPMorgan Chase . . . . . . . . . . . . . . . . . . . . . . . . . . 21 McAfee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
McDonald's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 P Palantir Technologies . . . . . . . . . . . . . . . . . . . . . M9
K Keysight Technologies . . . . . . . . . . . . . . . . . . . . . 11 Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Pershing Square Tontine Holdings . . . . . . . . M2
KKR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,M7 Mid-America Apartment Communities . . . M11 Plug Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
KKR Real Estate Finance Trust . . . . . . . . . . . 16 Mohawk Industries . . . . . . . . . . . . . . . . . . . . . . . . 15 Porch Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3
Morgan Stanley . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Poshmark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
L L Brands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,11 MTN Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
Q Quadratic Int Rate Vol & Inflation Hedge . . 19
Lemonade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
Lowe's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 N Novartis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
R Ralph Lauren . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
LyondellBasell Industries . . . . . . . . . . . . . . . . . M3 NV5 Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M11
Raytheon Technologies . . . . . . . . . . . . . . . . . . . . . 11
Realogy Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Re/Max Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Remgro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
Riot Blockchain . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
Roku . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5
Ross Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
S Samsung Electronics . . . . . . . . . . . . . . . . . . . . . . . 21
Shift4 Payments . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Rupert Murdoch Executive Chairman, News Corp
Shift Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 36
Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones
Sibanye-Stillwater . . . . . . . . . . . . . . . . . . . . . . . . M4
SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng Siemens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar SLM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Snowflake . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
MANAGING EDITORS, BARRON’S GROUP Duncan Mavin, Dave Pettit
SoftBank Group . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
SPDR Gold Shares . . . . . . . . . . . . . . . . . . . . . . M12
EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin Spotify Technology . . . . . . . . . . . . . . . . . . . . . . . M5
DEPUTY EDITOR Alex Eule DEPUTY EDITOR Ben Levisohn Square . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,26,M5
EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman
Standard Bank Group . . . . . . . . . . . . . . . . . . . . . M4
Stanley Black & Decker . . . . . . . . . . . . . . . . . . . . 8
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt
Stellantis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane Syneos Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
MANAGING EDITOR, ENTERPRISE Brian Hershberg Synopsys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Sysco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
ASSISTANT MANAGING EDITORS Mary Romano, Robert Sabat
Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz T Taiwan Semiconductor Manufacturing . . . . . . 21
ASSOCIATE EDITORS
Take-Two Interactive Software . . . . . . . . . . . . 11
SENIOR WRITERS Bill Alpert, Daren Fonda, Matthew C. Klein, Leslie P. Norton, Target . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Al Root, Avi Salzman, Alexandra Scaggs, Lawrence C. Strauss Techtronic Industries . . . . . . . . . . . . . . . . . . . . . . . 8
Tegna . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
REPORTERS Lisa Beilfuss, Luisa Beltran, Max A. Cherney, Carleton English, Nicholas Jasinski, Evie Liu,
Teladoc Health . . . . . . . . . . . . . . . . . . . . . . . . . 14,M5
Shaina Mishkin, Josh Nathan-Kazis, Teresa Rivas, Connor Smith, Jacob Sonenshine, Ben Walsh
Tellurian . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
STORY EDITORS Henry Cutter, Mel Gray, Ed Lin, Erin McCarthy Tenneco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Tesla . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,M5
COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman Thermo Fisher Scientific . . . . . . . . . . . . . . . . . . . 19
IDEAS EDITOR Matt Peterson 3D Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
TJX Cos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen Trade Desk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
Twilio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M5
Chris Mihal ART DIRECTORS Robert Connolly, Nick Hallam, Sue Ng
DESIGN DIRECTOR
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Sam Kelly, Nicole Silver V VF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Volkswagen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam
Vroom . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
STATISTICS MANAGER Michael T. Kokoszka STATISTICIAN Darren Chima
W Walmart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
MANAGER, ADVERTISING SERVICESJames H. Balmer ASSOCIATE MANAGER Ward S. McGuiness Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
NEWS editors@barrons.com STATISTICS barronsstats@barrons.com CUSTOMER SERVICE 800-544-0422 Whirlpool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
GLOBAL HEAD, WEALTH & ASSET MANAGEMENT Jack Otter Woolworths Holdings . . . . . . . . . . . . . . . . . . . . . M4
Workhorse Group . . . . . . . . . . . . . . . . . . . . . . . . . M9
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May 17, 2021 BARRON’S 5

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6 BARRON’S
UP & D OWN WALL STREET
It’s Not Jimmy Carter’s
Inflation, but It’s
Still Worrisome
T
hat old saw about
history not repeat-
ing but rhyming
echoes these days,
but some of the
rhymes are
strained. The
resemblance to past events, in many
cases, is more superficial than real.
Take the appearance of gasoline
lines in parts of the Southeast this
past week, which conjured up visions
of the 1970s oil embargoes. Only this
time, it wasn’t the doing of OPEC,
then led by Sheikh “Yamani or your
life,” as William Safire memorably
dubbed him. Other nefarious actors,
reportedly a Russian gang, managed
to hack Colonial Pipeline’s key fuel
artery to the region. In actuality, there
wasn’t any real gasoline shortage, but
a panic of hoarding, a reflex similar
to the run on toilet paper in the early
days of the pandemic a year ago.
The more pertinent parallels to be
drawn to the 1970s relate to the uptick
in inflation, that decade’s main eco-
nomic feature, with consumer prices
rising 4.2% last month—the biggest
jump since 2008—from their level a
year earlier. That news at midweek sent
bond yields up sharply and stocks slid-
ing, in a reversal of their relationship.
(See our cover story on page 22.)
For investors, this could be the most
important change in a generation be-
cause it leaves them few means of pro-
tecting themselves. Not surprisingly,
some new ones are emerging. But un-
like the innovations of past eras, these
are accessible to average investors with
an online stock brokerage account.
Since roughly the turn of the cen-
tury, bonds have been the yin to stocks’
yang. This inverse correlation made
bonds a near-perfect shock absorber,
with their yields falling (and their
prices rising) during stock declines.
Whether because of the prevailing
disinflationary trend or the perceived
“put” provided by central banks—
which could be counted on to slash
interest rates whenever stocks
dropped—this inverse relationship
has underscored investment portfolios
for institutions and many individuals
for years. It also has been the basis of
balanced portfolios split 60% in equi-
ties and 40% in fixed income.
Yet this stock-bond symbiosis
shows signs of weakening, as this past
week’s concurrent losses in both mar-
kets indicate. Indeed, the action har-
kens back to the 1970s, when soaring
inflation and interest rates laid stocks
low, especially when oil prices qua-
drupled, starting in 1973, triggering
the painful bear market of 1973-74.
But few investors active now were
around in those days, observes
Michael Cuggino, manager of the
Permanent Portfolio fund (ticker:
PRPFX), established in 1982 to pre-
serve its holders’ purchasing power.
Back in the 1970s, investors could
avail themselves of alternatives to
stocks and bonds, notably money-
market funds, an innovation that
offered high short-term rates while
deposit rates at banks and thrift insti-
tutions were still regulated. Precious
metals also provided a way to play
inflationary trends, especially after
Americans were permitted to own gold
again at the end of 1974. Oil stocks
were another big inflation play, with
Using instruments once available only to institu-
tional investors, a new ETF lets small investors
hedge against a jump in long-term bond yields.
energy being what tech is now in terms
of market weightings. Now, energy is
the smallest industry group, further
attesting to petroleum’s lessened status.
Bonds no longer provide a hedge,
either, given that their yields are more
likely to rise than fall. Part of that re-
flects the historic descent in interest
rates since their peak over 15% in 1981,
all the way down to a historic low of
0.50% for the benchmark 10-year Trea-
sury note last summer. That probably
marked the nadir, given that subzero
interest rates so far have been ruled out
by the Federal Reserve, unlike its coun-
terparts in Europe and Japan.
The diminished protection afforded
by bonds in the traditional 60/40 port-
folio has been much discussed over the
past year or so. One alternative, sug-
gested last year by Bridgewater Associ-
ates, was to substitute gold and Trea-
sury inflation-protected securities, or
TIPS, as a better hedge for a new era of
By Randall W. rising inflation and interest rates. Over
Forsyth the past 12 months, the SPDR Gold
Shares exchange-traded fund (GLD)
returned 5.91%, hampered by a 4.05%
negative return since the beginning of
2021, according to Morningstar. The
iShares TIPS Bond ETF (TIP) re-
turned 6.46% in the past 12 months
and 0.37% year to date.
Some relatively new inflation
Long lines popped up at some U.S. gas stations this past week, but not for the reason they occurred in the 1970s.
May 17, 2021
plays—the Quadratic Interest Rate
Volatility & Inflation Hedge ETF
(IVOL) and the Horizon Kinetics
Inflation Beneficiaries ETF (INFL)—
were discussed here about three
months ago. Joining them this past
week is the Simplify Interest Rate
Hedge ETF (PFIX), the brainchild of
Harley Bassman, perhaps best known
as the inventor of the MOVE Index—
the VIX for bonds—when he headed
Merrill Lynch’s mortgage operations
in the 1990s. (The Funds column on
page 19 covers these funds, as well.)
Bassman, who pens the Convexity
Maven blog, late last year warned
about inflation. Using instruments
previously available only to institu-
tional investors, his new ETF aims to
provide anyone with a regular stock
account a hedge against a substantial
rise in long-term bond yields.
The Simplify ETF consists of equal
parts seven-year Treasuries and a
seven-year option on an interest-rate
swap that pays off if long-term yields
rise above 4.25%. Bassman says these
derivatives represent cheap insurance
against a surge in long bond yields that
would probably accompany inflation.
The resulting upward-sloping yield
curve such a surge would produce
probably would be welcomed by the
Fed and other authorities for its salu-
Logan Cyrus/AFP via Getty Images
May 17, 2021
Up & Down Wall Street (continued)
tary effects on the financial system—and
especially pension funds needing higher
returns. But other real-world investors
would be vulnerable, Bassman continues.
Surging interest rates would probably
wreak havoc with commercial real estate,
whose valuations are inflated by current
low capitalization rates. Municipal bonds,
which typically have high coupons of 4%
or more and are callable in 10 years or less,
also would be at risk. A sharp rise in yields
would probably mean that the bonds won’t
be called and therefore would extend to
their final maturity of 30 years or more,
resulting in a plunge in their prices.
Cuggino likens his Permanent Portfolio,
a traditional open-end mutual fund, to a
hedge fund with highly diversified hold-
ings: gold and silver account for 25% of the
total; Swiss franc assets, 10%; U.S. dollar
assets, mainly high-grade shorter-term
bonds, 35%; real estate and natural re-
sources, and growth stocks, 15% each.
One other way to stay ahead of inflation
is with income that outpaces prices. Double-
Line chief Jeffrey Gundlach picked floating-
rate corporate loan funds as his favorite
income investment for 2021. Closed-end
loan funds that fit his pick were included
in a screen published on barrons.com.
They have seen price gains and even some
payout increases, with yields over 6%.
Unlike the 1970s, when the Fed at least
talked an anti-inflation policy, the central
bank openly is encouraging an overshoot
of its 2% inflation target to offset past
shortfalls and produce what it calls maxi-
mum employment. The current price surge
is transitory, Fed officials insist. But inves-
tors might want some insurance in case
Jerome Powell & Co. miss their mark.
W
hile we might not be seeing
a rerun of the 1970s, some
consumers apparently feel
as if the stagflation that
marked that doleful decade is ahead. The
University of Michigan’s preliminary
consumer sentiment reading for May
unexpectedly dropped back to February’s
level, despite the significant progress on
vaccinations and reopening the economy
since then.
Inflation evidently is what’s bothering
respondents, who looked for prices to rise
4.6% in the coming year, a sharp rise from
their expectation of 3.4% a month earlier.
The last time anticipated inflation was
higher was in August 2008, when gasoline
topped $4 a gallon in much of the U.S.
The Michigan survey characterized
buying conditions for homes, motor vehi-
BARRON’S 7
cles, and household durable goods as the
worst since 1980. Actual inflation readings
were much higher back then, “so these
readings are alarming,” write Jefferies
economists Thomas Simons and Aneta
Markowska in a client note.
Consumers were already pulling back
in April, with overall retail sales flat, a miss
from economists’ forecast of a 0.8% gain.
That followed the big shortfall in job growth
reported a week earlier, when nonfarm pay-
rolls posted a 266,000 increase, a fraction
of the anticipated one million or more.
But consumer prices were much hotter
than forecast, rising 4.2%, as noted, which
significantly understates inflation, owing to
the backhanded way that the Department
of Labor calculates housing costs (which I
discussed at length on barrons.com.) That
adds up to a feeling of stagflation recalling
the heyday of disco. It’s doubtful that things
will regress that far, however. In particular,
the rally in commodities—ground zero for
the inflationary surge—could be running
out of steam, argues a Capital Economics
research report.
Indeed, the inflation worries that have
lifted bond yields will limit the upside for
risky assets, such as stocks. That, in turn,
will weigh on prices of economically sensi-
tive commodities, such as metals, espe-
cially as the easing of lockdowns loosens
supply constraints, the advisory writes.
Tightening credit in China could further
weigh on red-hot industrial metals, while
India’s Covid-19 wave also slows demand.
The main spur to inflation, actual and
expected, has been the extraordinary U.S. SPONSORED BY
fiscal stimulus, effectively underwritten by
the Fed’s ultraeasy monetary policy. But
after the $1.9 trillion American Rescue Plan
that gave most Americans $1,400 in free
money, the outlook for the Biden adminis-
tration’s wish list of over $4 trillion in fur-
ther spending is increasingly iffy.
The odds for a major tax hike also are
worsening, which would be good news for Fox Business
the financial markets, according to Greg
Valliere, chief U.S. strategist for AGF Invest-
Fridays at
ments. Moreover, a “bipartisan deal is in
sight on an infrastructure bill,” he writes
10 PM ET
in a client note. The president could “grudg-
ingly accept something slightly north of $1
trillion,” less than his $2.3 trillion plan, but
far more than Republicans’ $568 billion
proposal, with no new taxes. Biden appears
to be channeling Ronald Reagan, Valliere
adds, accepting what he can get before com-
ing back for more. Maybe he can win this
one for the Gipper. B
email: randall.forsyth@barrons.com
8 BARRON’S
ST R E E T W I S E
Electric Tools: Good
For the Ears, and Tool
Makers’ Bottom Line
P
ower-tool chiefs hate whiny
leaf blowers, too. “It always
seems like when I get my
week or two off to go to my
condo in Florida, and I get
down there in the chaise
lounge at 10 o’clock in the
morning, all of a sudden the landscap-
ers come with their gas-powered
equipment,” says Stanley Black &
Decker CEO Jim Loree. “And it’s just
like, I might as well stay upstairs.”
Tools that run on batteries are less
noisy and noxious than those that use
gasoline, and the shift to them is well
under way. Loree says that more than
half of handheld tools sold today are
electric, along with one-quarter of push
mowers. He has his eye on riding mow-
ers, and robotic ones, and is working
on technology that comes from both the
automotive and outdoor-tool worlds.
“More to come on that,” he says.
Electrification is good for business,
at least for Stanley (ticker: SWK) and
Techtronic Industries, or TTI
Group (669.Hong Kong), traded in
Hong Kong. They might be turning
the battery-tool market into a two-
horse race after five years of market-
share gains. Stanley owns its name-
sake brands, plus DeWalt, Craftsman,
Porter Cable, Bostitch, and more. TTI
has Ryobi and Milwaukee. Stanley
also owns a 20% stake in mower spe-
cialist MTD Products, with an option
to buy the rest at a reasonable price.
MTD’s brands include Cub Cadet,
Troy-Bilt, and Robomow, which
makes autonomous mowers smaller
than carry-on suitcases.
Electric lawn tools can bring their
manufacturers something even more
Stanley Black & Decker and TTI Group might be
turning the battery-tool market into a two-horse
race after five years of market-share gains.
process of shifting some manufactur-
ing from China to North America, so it
has three new factories coming online
soon, two in Mexico and one in Texas.
Stanley has three times the e-com-
merce business of its next-largest com-
petitor, Loree estimates. In markets
where it’s underrepresented, like
China, India, Japan, and Germany, it’s
in the process of selling directly to cus-
tomers. In North America, the com-
pany is happy with its retail relation-
ships, including online. “I know a lot of
people that say that Amazon is difficult
to do business with,” says Loree. “We
reliable than brand affinity: swappa- have not had that experience.”
ble batteries, which give the buyer of a Inflation appears to be here to stay.
weed wacker, say, a reason to buy the “At first I thought it just has to be a
same make of blower, too. Rob transitory, supply-chain-related phe-
Wertheimer, who covers Stanley for nomenon,” says Loree. “But based on
Melius Research, reckons lawn- and what we’re seeing...labor rates are
garden-tool electrification will add going to have to go up. And once you
one to three percentage points to its get labor inflation, it’s hard to contain
yearly sales growth this decade. the prices in end markets.”
By Jack Hough Based on Stanley’s recent financial Historically, Stanley has passed
results, that might seem like peanuts. 30% to 50% of inflation on to custom-
Sales jumped 31% during the March ers through price increases.
quarter versus a year earlier. Loree Loree expects the company to have
attributes that to a “generational shift plenty of pricing power, because shop-
in end-user behavior,” with the pan- pers have grown accustomed to prices
demic spurring house purchases and soaring for building products like
do-it-yourself projects. He expects de- lumber, and Stanley has so far held
mand to stabilize at this higher level, the line on big increases.
with growth slowing to a more typical Sales and earnings for Stanley are
4% to 6% a year, and with Stanley out- expected to top not only pandemic
performing the market by one or two levels this year, but also prepandemic
points. Even as growth slows, the elec- ones. The shares go for just under 20
trification tailwind will remain. times this year’s earnings forecast.
A few other nuggets from Loree: Wertheimer at Melius Research pre-
Right now, Stanley is only able to keep dicts Stanley will soon get a Tesla-like
up with the rate of store purchases, not boost from a powerful player. “We
top up inventories, which are lower would be very surprised if regulations
than retailers would like. When the aren’t pushing electric lawn and gar-
pandemic hit, the company was in the den equipment very hard by the mid-
BARRONS.COM/PODCASTS
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In a weekly podcast by Barron’s, columnist Jack Hough looks
at the companies, people, and trends you should be watching.
This is Wall Street like you’ve never heard before. Subscribe
to Barron’s Streetwise on Spotify, Apple Podcasts,
or your favorite listening app.
May 17, 2021
dle of the decade,” he wrote in a recent
note to investors.
Already, more than one-quarter of
Californians live in municipalities
with leaf-blower restrictions, mostly
to do with noise levels and times of
day, but a handful with outright bans
on gas blowers. Local lawmaking
could help keep Loree busy cranking
out battery tools in the years ahead,
and maybe shave some decibels off of
his Florida breaks.
Y
ou already know that New Zea-
land economist Bill Phillips
theorized that unemployment
and inflation are inversely re-
lated. There has been endless talk in
recent years of the Phillips Curve, and
whether it’s dead, because there have
been stretches of low unemployment
combined with low inflation, which
isn’t supposed to happen. Maybe glob-
alization rendered the U.S. unemploy-
ment rate a less meaningful predictor.
Less widely known is that shortly
after World War II, Phillips built a
see-through hydraulic computer for
analyzing monetary policy, using,
among other things, parts stripped
from a Lancaster bomber. Before turn-
ing to economics, he worked stints
picking bananas, hunting crocodiles,
and managing a movie theater. As a
prisoner of the Japanese during World
War II, he tapped into the lighting sys-
tem to build a covert tea kettle for his
fellow prisoners. The curve might not
rank among the 10 most remarkable
things about the man.
The computer was named Moniac,
probably a play on Eniac, the first
programmable, digital computer, built
four years earlier. Moniac used tanks,
pipes, pumps, floats, counterweights,
and fluid to simulate the flow of funds
through the British economy, and to
measure the effects of taxes, interest
rates, trade, and more. The machine’s
popularity helped land Phillips, then a
student at the London School of Eco-
nomics, a teaching position there,
where he later published a paper on
his curve. And whether or not the
curve is dead, Moniac lives: The Uni-
versity of Leeds has the prototype,
and there are a dozen or so models
held by schools and central banks. B
May 17, 2021
FOLLOW-UP
Fluor Stock Hit Hard
By New Share Issue
Plans to sell up to $600 million of convertible
preferred shares signals the stock is no longer a buy.
By DAREN FONDA
E
ngineering and construction
company Fluor slammed its
own stock when it announced
plans to sell up to $600 million
worth of convertible preferred shares
this past week. Fluor said it would use
the proceeds for debt reduction. But
the issuance will dilute its common
shares by 19%—and it may be a sign
that Fluor needs more cash to cover
operating losses on some projects.
Fluor (ticker: FLR) has since slid by
about 20%, to $19.14. Barron’s wrote
favorably about Fluor in February
when the stock was at $16.50. It was a
winner before the equity issuance,
reaching $24.68 in early May. But the
cascade of new equity casts a pall over
the stock, making it tough to keep
recommending it.
Granted, Fluor’s business is looking
up. The company had some strong
bookings in the first quarter, including
a large biotech project in Denmark and
a refinery in Mexico, and it sees book-
ings picking up in the second half of
CUSIX
Risks: Mutual fund investing involves risk. Principal loss is possible. The funds invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods.
Each fund seeks long-term capital appreciation and current income.
Each fund’s investment objectives, risk charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained
by calling 877-485-8586. Read the prospectus carefully before investing.
Distributed by ALPS Distributors, INC.
BARRON’S
the year. Spending on mining projects
is accelerating as commodity prices
rally. Fluor said it has “several large
prospects” in metals and mining this
year, and is doing design work on proj-
ects that could be worth $20 billion.
An infrastructure spending bill—a
top priority of the Biden administra-
tion—would be a bonus. It usually
takes six to nine months for projects to
come up for bids. But CEO David Con-
stable said that Fluor could capture
new spending, including projects in
Texas and North Carolina this year.
Still, Fluor’s cash needs may also be
growing. While the company has $1.9
billion in cash on its balance sheet, only
a quarter is held domestically.
Fluor One concern is the cost of a massive
liquefied-natural-gas project in Can-
FLR / NYSE
ada that was delayed by the pandemic.
$24 Fluor says it’s proceeding well, but “it
will remain a worry until it’s fully
complete,” says KeyBanc analyst Sean
Eastman.
22 Fluor has also taken accounting
charges on several other projects. “His-
tory tells us that if charges have been
taken, we often see more cost revi-
20 sions,” says Eastman, who has a Neu-
tral rating on the stock. “The equity
issuance breaks some momentum be-
hind the story, though there are some
18 positives, like mining.”
Fluor says it plans to use the cash
infusion to pay down debt and main-
tain its investment-grade rating. “We
16
are reinforcing financial discipline,” a
spokesman tells Barron’s. That may be
2021
great for bondholders. But equity in-
Source: FactSet vestors are paying the price. B
C U L L E N S M A L L C A P VA L U E F U N D
For further information, please contact 212.644.1800, info@cullenfunds.com or visit www.cullenfunds.com
Fluor said it would use the proceeds for debt
reduction. But the move will dilute its common
shares by up to 19%—and may indicate cash issues.
A Gusher
Of Dividends
From Oil
Some analysts are predicting
a resurgence in payouts.
BY AVI SALZMAN
T
he crisis that hit oil stocks a
year ago is over. Not only are
the companies that cut their
dividends under duress start-
ing to increase them again, some ana-
lysts are predicting a resurgence in
payouts that could last for years.
Chesapeake Energy (ticker: CHK)
is an example of the shift. Its heavy
debt load caught up with it as the pan-
demic caused demand and prices to
plummet. Now, it is a much smaller
company, operating seven drilling rigs
around the country, half the number it
ran a year ago. The company, which
emerged from bankruptcy in Febru-
ary, declared an annual dividend of
$1.375 a share on Tuesday, giving it a
dividend yield of 2.7%.
Chesapeake generated $409 million
in operating cash flow in the quarter,
leaving it with ample room to return
9
some to shareholders. And Chesa-
peake says it will likely hand back
more in the not-too-distant future.
“Now we expect that yield to grow,”
CFO Domenic Dell’Osso said on the
company’s earnings call on Wednes-
day. “We expect to have significant
cash flow, free cash flow beyond what
we’re paying out in dividends.”
Energy investors got another nice
surprise dividend this past week.
CVR Energy (CVI), a Texas refiner,
said Tuesday that it would pay out
$492 million in special dividends.
That equates to a “whopping” 23%
dividend yield, noted analysts at Tu-
dor, Pickering, Holt & Co.
The decision wasn’t motivated by
higher oil prices. In fact, it was kind of
the opposite. CVR has decided not to
expand its traditional refining opera-
tions, and is now flush with cash.
Another oil company that is pay-
ing a special dividend is producer
EOG Resources (EOG). The com-
pany, which already had a 2% divi-
dend yield after raising its regular
payout early in the year, recently an-
nounced an additional payment of $1
a share. On its own, that represents a
yield of about 1.2%, based on current
prices.
Tudor, Pickering, Holt analysts
expect the trend to continue and pos-
sibly make the industry more attrac-
tive to investors: “We suspect that as
more companies join the fold, tangibly
paying out solid dividends, the sector
could continue to re-rate while mak-
ing the cost of carry for shorts more
expensive.” B
10
R E VIEW
RAINING ON CRYPTO’S PARADE
Bitcoin Down,
But Not Out $24 K
Cryptocurrencies had a bad week. They were linked to
reports of money laundering, hacking, tax evasion, and
accelerating climate change—topics Bitcoin fans hope fade
into the past as the industry goes more mainstream.
The price of Bitcoin fell 13% over the week, to $50,800.
By Friday, the cryptocurrency was worth less than $1 tril-
lion, which it first topped in February. The biggest cata-
lyst: Tesla CEO Elon Musk saying that the EV maker will
no longer accept Bitcoin as payment for its cars because of
its effect on the environment. “Mining” Bitcoin with high-
powered chips consumes more electricity in a year than
Sweden uses, notes one analysis. Tesla still holds Bitcoin,
but has sold some. And Square said it wouldn’t add more
soon, after losing money on its holdings.
Crypto made headlines for other reasons ,too.
Bloomberg reported that the Department of Justice and
Internal Revenue Service are investigating money laun-
dering and tax evasion on Binance, the world’s largest
crypto exchange. Binance said it has systems to root out
bad actors like money launderers. Reports also indicated
that hackers behind the cyberattack on Colonial Pipeline
demanded crypto as ransom—and got $5 million of it.
Over at the Securities and Exchange Commission, a staff
statement warned mutual funds to take precautions if
they planned to buy Bitcoin futures and mentioned ex-
change-traded funds in a way that led some experts to
predict that a U.S. Bitcoin ETF would be delayed.
Still, after a no good, very bad week, crypto’s market
value hit $2.4 trillion, up more than 100% for the year.
Crypto may feel doomed, but it’s not dead. — Avi Salzman
BARRON’S
34,382.13
Dow Industrials: -395.63
THE NUMBERS
Average price for a preowned
vehicle in April, $2,800 above a
year ago.
$749 B
Total credit card debt in March,
some $160 billion less than Jan-
uary 2020.
45%
Increase in global renewable
energy in 2020, some 280 giga-
watts worth, largest since 1999.
$10 B
Amount of space-related spe-
cial purpose acquisition com-
pany deals waiting to be closed,
according to IHS Markit.
To get Numbers by Barron’s
daily, sign up wherever
you listen to podcasts or at
Barrons.com/podcasts
536.54
Dow Global Index: -8.84
Inflation Jitters
Dogecoin plummeted to under 50 cents
after Tesla’s Elon Musk called it a
“hustle” on Saturday Night Live. Musk
then jolted Bitcoin by suspending its
use to buy Tesla cars, for environmen-
tal reasons. The Nasdaq fell on Mon-
day, led by chip stocks, followed by the
Dow industrials on Tuesday, as infla-
tion fears rose. April’s 4.2% rise in con-
sumer prices didn’t help, but investors
took heart in flat retail sales, and
stocks rallied. On the week, the Dow
fell 1.1%, to 34,382.13; the S&P 500 lost
1.4%, to 4173.85; and the Nasdaq Com-
posite sagged 2.3%, to 13,429.98.
The Jobs Equation
Job openings grew 24% in April, to 8.1
million, but some seven million went
unfilled, and jobless claims continued
to fall. On the Covid front, the Food
and Drug Administration approved
the Pfizer vaccine for ages 12 to 15,
which will allow camps and schools to
reopen and parents to move beyond
child care. Federal officials said fully
vaccinated people don’t need masks
even indoors.
Pipeline to the DarkSide
A ransomware attack led to a shut-
down of a pipeline between Texas and
the East Coast for the week, triggering
panic buying at gas stations. The FBI
traced the attack to an Eastern Euro-
pean cybergang known as DarkSide,
which in turn blamed murky partners,
saying it wanted only to make money,
not create “problems for society.” The
pipeline owner, Colonial Pipeline, paid
a $5 million ransom and began restart-
ing operations in midweek.
Cheney Booted
House Republicans ousted Wyoming
Rep. Liz Cheney from the No. 3 leader-
ship position, for criticizing former
President Trump’s claims that he won
the election, which led to the Capitol
insurrection. New York Rep. Elise Ste-
fanik replaced her. Separately, the in-
spector general of the Capitol police
said threats to members of Congress
had increased 107% since 2020.
Aging China
China’s population grew slightly in
May 17, 2021
1.64%
10-year Treasury note: +0.06
SHE SAID
“We have
all longed for
this moment...”
Centers for Disease Control
and Prevention head Rochelle
Walensky on ending the mask
mandate for vaccinated Americans.
the past decade, but the share of its pop-
ulation over 60 rose more. The data sug-
gests that China’s long-predicted aging
population is arriving more quickly.
Annals of Deal Making
The blank-check boom may be fading, but
some companies still want to play. Plant-
tech company Benson Hill will go public
in a special purpose acquisition merger at
a $1.4 billion valuation. Mortgage lender
Better is merging with a SPAC in a $7
billion deal; SoftBank is an investor.
Wynn Resorts’ online gambling unit,
Wynn Interactive, is combining with a
Illustration by Elias Stein; Greg Nash-Pool/Getty Images
SPAC in a $3.2 billion deal. And Vice Me-
dia is hoping for SPAC merger at a nearly
$3 billion valuation, below the $5.7 billion
at its last round. Vice shareholders TPG,
Walt Disney, A&E Network Group, and
Raine Group plan to remain…Ama-
zon.com won a $300 million European
Union tax case...L Brands is hoping to
spin off Victoria’s Secret, this time looking
for a valuation as big as $6 billion...Pri-
vate-equity firms Knighthead Capital and
Certares won control of bankrupt Hertz
Global. Shareholders will get as much as
$8 a share.
 May 17, 2021 BARRON’S
P R EV IEW Monday It’s Tax Day 2021. Federal income tax filings
for individuals for the 2020 tax year are due
today, four-and-a-half weeks later than usual.
TREATING PTSD
ANewLookfor Above Ground
Cannibis legalization has opened the
door to a group of stocks pursuing a
Psychedelics
variety of psychedelic treatments.
Shares of Mind Medicine,
Compass Pathways, Field Trip
Health, and Numinous Wellness,
2021 YTD
Field Trip Health
Post-traumatic stress disorder is a crippling, hard-to-treat Mind Medicine
100%
psychiatric affliction, and the U.S. spends billions annually Numinus Wellness
Compass Pathways
on veterans who have it. Now there’s new hope for sufferers:
psychedelics. 50
This past Monday in Nature Medicine, researchers re-
ported on a treatment combining psychotherapy with doses 0 justed annual rate of 1.7 million hous-
of MDMA—the illegal drug known as Ecstasy or Molly. In a
Phase 3 trial, the therapy was effective in reducing PTSD -50
symptoms and improving daily functioning in 42 partici-
2021
pants. Two months after their last session, two-thirds of the
MDMA-treated patients no longer met the PTSD diagnosis,
compared with a a third of those treated with placebos. Tools Not Toys
The Food and Drug Administration has approved a Some 72% of Americans surveyed
handful of antidepressants as PTSD treatments, which supported legalization of specific
provide relief for only about half of patients. The Nature psychedelic therapies.
authors speculate that MDMA-assisted sessions produce a
U.S. Adults on Legalization of
“window of tolerance,” in which patients can revisit trau- Psychedelic Therapies, 2017
matic memories with less shame and anger, and without
being overwhelmed by PTSD symptoms. Support in all cases
“When people see these results, there will be tremendous 18%
Support in most cases
interest in it,” says Amy Emerson, chief executive of the
31%
MAPS Public Benefit Corp., which ran the trials. Drug activ-
ist Rick Doblin founded the Multidisciplinary Association of
Support in some cases, oppose in others
23%
Psychedelic Studies—MAPS—to pursue the scientific study
Illustration by Elias Stein
Oppose in some cases
of banned psychoactive drugs in 1986. Monday’s news lifted 6%
shares of some psychedelic drug start-ups, even though they Oppose in all cases
weren’t involved in the MDMA study: Compass Pathways 5%
rose 5% that day, to $35.77 and Field Trip Health gained Don’t know
17%
13%, to $5.18. Doblin jokes about his 35-year effort: “We’re
the oldest start-up in the world.” — Bill Alpert Sources: FactSet; Statista
11
Sign up for the Review &
Preview daily newsletter at
Barrons.com/reviewpreview
Monday 5/17 L Brands, Ralph Lauren, and Ross
Stores hold conference calls to dis-
The National Association of Home cuss earnings.
Builders releases its NAHB/Wells
Fargo Housing Market Index for May. Sysco hosts its 2021 investor day.
Consensus estimate is for an 81.5
reading, slightly lower than the April Altria Group, McDonald’s, and
figure. Home builders remain very Morgan Stanley hold their annual
bullish on the housing market. shareholder meetings.
The Federal Reserve Bank of New The Conference Board releases its
York releases its Empire State Manu- Leading Economic Index for April.
facturing Survey for May. Economists Consensus estimate is for a 1.1%
forecast a 25 reading, less than April’s month-over-month increase, after a
26.3, which was a three-and-a-half 1.3% gain in March. Following a stron-
year high for the index. ger than expected gross-domestic-
product growth rate in the first quar-
ter, the Conference Board is now
Tuesday 5/18 projecting a real GDP growth rate of
6.4% for 2021.
Home Depot, Macy’s, Take-Two
Interactive Software, and Walmart
announce quarterly results. Friday 5/21
Raytheon Technologies holds its Deere and V.F. Corp report quarterly
2021 investor meeting. results.
Novartis hosts a conference call to IHS Markit reports both its Manu-
discuss its cardiovascular drugs. facturing and Services Purchasing
Managers Indexes for May. Econo-
The Census Bureau reports new mists forecast a 60.5 reading for the
residential construction data for May. Manufacturing PMI and 64.7 for the
Expectations are for a seasonally ad- Services PMI. Both estimates are
roughly even with the April data,
ing starts, while building permits are which were multiyear highs for both
seen coming in at 1.75 million. Both indexes.
estimates are a tick lower than the
March data.
Coming Earnings
Consensus Estimate Year ago
Wednesday 5/19 M
Hostess Brands (Q1) $0.19 $0.14
T
Analog Devices, Cisco Systems, Home Depot (Q1) 2.99 2.08
JD.com, Keysight Technologies, Macy’s (Q1) -0.41 -2.03
Walmart (Q1) 1.21 1.18
Lowe’s, Synopsys, Target, and TJX
W
Cos. report earnings. Analog Devices (Q2) 1.45 1.08
Cisco Systems (Q3) 0.82 0.79
The Federal Open Market Commit- L Brands (Q1) 0.93 -0.99
tee releases the minutes from its late- Lowe’s (Q1) 2.54 1.77
More Earnings on Page M36.
April monetary-policy meeting.
Consensus Estimate
Day Consensus Est Last Period
Fortive webcasts its 2021 virtual in-
T April Housing Starts 1,700,000 1,739,000
vestor day. TH April Leading Indicators 1.2% 1.3%
F April Existing Home Sales 5,980,000 6,010,000
Unless otherwise indicated, times are Eastern. a-Advanced;
Thursday 5/20 f-Final; p-Preliminary; r-Revised Source: FactSet
For more information about coming economic reports
- and what they mean - go to Barron’s free Economic
Applied Materials, Hormel Foods, Calendar at www.barrons.com
12 BARRON’S May 17, 2021

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 May 17, 2021 BARRON’S
The Stay-at-Home Trade
BY ERIC J. SAVITZ
T
he stay-at-home trade is
dead.
With President Joe Bi-
Is Dead. Who Survives? den seeking vaccinations
for 70% of American
adults by July 4, and the
Centers for Disease Con-
trol and Prevention declaring this past
week that the fully vaccinated can
stop wearing masks even indoors in
Many of last year’s winners have sold off sharply as the economy reopens. most situations, investors are acceler-
How to identify the stocks that still have room to run in a postpandemic world ating their exit from stocks that
boomed last year as the pandemic
gripped the economy.
The conundrum that investors face
is sorting out which companies have
been permanently transformed—and
which are headed back to wherever
they were before the virus arrived on
our shores.
It’s a decision-making process that
may be more difficult considering how
well investors did with stay-at-home
stocks during the pandemic. The
online marketplace for handcrafted
goods Etsy (ticker: ETSY) rallied
450% from the end of 2019 as stores
had to shut and consumers snapped
up face masks. With gyms closed, the
stationary-bike company Peloton
Interactive (PTON) jumped nearly
500%. Internet bandwidth demand
surged, and the content-delivery net-
E
work Fastly (FSLY) soared 540%.
And with everyone relying on
videoconference calls to connect with
work colleagues, friends, and family,
shares of Zoom Video Communica-
tions (ZM) gained 735%. Hope you
took some profits.
Now, evidence of both slowing
growth and rapidly changing percep-
tions is showing up.
Etsy provides a vivid example.
The company reported March-quarter
revenue of $550.6 million, up 141.5%,
thanks to strong mask sales, a new
round of stimulus checks, and the
continued shutdown of many offline
retailers. But Etsy also said that June-
quarter revenue growth would slow
to 15% to 25% on a year-over-year
basis—that would be a nearly 10%
drop from the March quarter.
While that forecast was ahead of
Wall Street estimates, seeing Etsy
Illustration by Nathalie Lees
state that a slowdown is ahead rattled
investors. Its stock fell 15% the day
after the earnings report, and has
dropped 30% in three months.
All of the stay-at-home stocks face
similar risks. The business conditions
that existed during the pandemic are
13
fading fast.
Here is a rundown of last year’s
major trends and the challenges that
2020’s winners face now:
Videoconferencing: Zoom was the
biggest winner in the early days of the
stay-at-home boom. Sales grew 169% in
the April 2020 quarter, and accelerated
every quarter since: 355% in July, 367%
in October, and 369% in January. But
growth will slow sharply from here.
Schools will need Zoom less as stu-
dents return to class, for instance. The
Street sees sales growth sliding to 43%
in the January 2022 fiscal year and
then below 20% in fiscal 2023.
Can Zoom find ways to stay en-
gaged with the millions of people who
joined the platform during the pan-
demic? Will Zoom hold on to its
market-leading position amid increas-
ing competitive pressure, in particular
from Microsoft Teams? And what’s
the right multiple to pay for Zoom
shares? Tough questions all.
Zoom shares have fallen by
roughly 50% from their peak, but
the stock still trades for 22 times esti-
mated current year sales. Microsoft
(MSFT) trades at 11 times—apply that
to Zoom and the stock would fall
another 50% from here.
PC Boom: First-quarter personal-
computer sales grew at the fastest rate
in 20 years amid an urgent need for
more—and more powerful—laptops.
As Morgan Stanley analyst Katy
Huberty has noted, the average U.S.
household has just 1.1 PCs—clearly
not enough.
The PC sales spike boosted recent
results at Apple (AAPL), HP Inc.
(HPQ), and Dell Technologies
(DELL), as well as at computer-
peripherals providers like Logitech
International (LOGI). The chip
shortage seems likely to extend the
boom: Apple recently said that its
June-quarter sales guidance would
have been $3 billion to $4 billion
higher if it were not supply-
constrained on Macs and iPads. HP
shares, far cheaper than most other
tech stocks, have come down only
modestly from their peak. Its printer
business should benefit as offices
reopen and the company continues
to buy back shares aggressively.
For Apple, the Street is nervous that
the comps are getting difficult; some
analysts think that sales in the Septem-
ber 2022 fiscal year could actually de-
cline. Logitech is projecting flat sales for
14 BARRON’S May 17, 2021

Leaving the Nest

After a furious rally during the pandemic, stay-at-home stocks have taken a backseat
to an economic rebound.

Recent Market n Pandemic Rally*

Company / Ticker Price Value (bil) n Drop From Peak**
Fastly / FSLY $41.45 $4.8 -68% +542%

Teladoc Health / TDOC 140.08 21.6 -52 +252

Zoom Video Comms. / ZM 289.70 85.3 -49 +735

DoorDash / DASH 112.99 36.8 -47 +111***

Peloton Interactive / PTON 89.35 26.7 -47 +490

G U I D E T O W E A LT H Chewy / CHWY 68.00 28.2 -43 +309

Etsy / ETSY 159.34 20.3 -35 +452

DocuSign / DOCU 187.79 36.5 -30 +263

Shopify / SHOP 1,083.90 135.0 -26 +271

“This is when we Netflix / NFLX

Logitech Intl. / LOGI
HP Inc. / HPQ
484.98
99.77
31.95
215.0
17.3
39.8
-17 +81

-16 +152

really get to excel.”

-10 +73

Note: data through May 12. *Percent change from 12/31/19 to 52-week closing high.
**52-week closing high through May 12 ***Since Dec. 8, 2020 IPO price. Source: Bloomberg

the March 2022 fiscal year. The experience
of the pandemic, meanwhile, could prompt
some enterprise customers to refresh their
installed base of PCs, replacing desktop
The average Barron’s-ranked advisor models with more versatile laptops. And
get ready for a wave of new PCs with built-
has almost three decades of experience in 5G wireless. Wi-Fi? Who needs Wi-Fi?
and has thrived through adversity. Find
Bargain Hunting: Online shopping accel-
an advisor who has the experience to erated during the pandemic, and some of
that seems likely to stick—but not all of it.
navigate uncertainty. Amazon.com (AMZN) had 44% growth
in the March quarter, and projects 24% to
30% growth in the June quarter. Etsy CEO
Josh Silverman expects his company’s
second-quarter results to “decelerate along
Visit the Guide to Wealth at with the rest of e-commerce.”
Shopify (SHOP), a provider of e-com-
barrons.com/guide merce software that helped many busi-
nesses get online during the pandemic, had
110% growth in the March quarter. Now,
it projects that “some consumer spending
will probably rotate back to offline retail”
from here, and that “the ongoing shift to
e-commerce, which accelerated in 2020,
will probably resume a more normalized
pace of growth.” Shopify shares have sold
NEW + IMPROVED!
off 26% from their peak—but the stock still
New interface.
trades at close to 30 times current year
More insights. sales. For a cheaper play, consider pet-food
New finder tool. seller Chewy (CHWY), which trades for a
modest three times current year sales.
Dark Clouds: If Barron’s had a nickel for
every CEO who talked about “digital trans-
“How Top Advisors are Navigating the Crisis,” Barron’s. 3/19/20
formation,” well, we would have a lot of
nickels. The pandemic really did force
©2020 Dow Jones & Company. All Rights Reserved. 2E210
companies to shift more services to the
cloud, and that helped a wide assortment
of businesses. Investors bid up companies
that provide access controls, such as Okta
(OKTA) and Datadog (DDOG), cloud-data
stocks like Snowflake (SNOW), the e-sig-
nature company DocuSign (DOCU), and
network infrastructure providers like
Fastly.
But the valuations! Oh my, they got out
of hand. In the past few weeks, some ana-
lysts have begun reducing price targets to
reflect “valuation compression”—a nice
way of confessing that they were drinking
the Kool-Aid. You could dip a toe into
stocks like DocuSign (off 30% from the
highs), Okta (off 23%), Datadog (down
35%), or even Snowflake (down 51%). But a
safer play is to buy the bigger (and cheaper)
public cloud plays: Amazon, Microsoft, and
Alphabet (GOOGL).
Wild Cards: Keep in mind that there are
other factors that could put a kink in your
post-Covid dreams. Peloton shares have
come under pressure from a safety recall
of its treadmills. Teladoc Health (TDOC),
which helped kick-start telemedicine, faces
new competition from Amazon and Wal-
mart (WMT); the stock is off 52% from its
recent peak.
Netflix (NFLX), down a relatively mod-
est 17% from its recent highs, has seen
moderating subscriber growth—the com-
pany’s competition is less Disney and HBO
than it is bars, beaches, and baseball. Be-
cause the good news for investors and ev-
eryone else is that an end to the pandemic
is now in sight. B
 May 17, 2021 BARRON’S 15

Take Shares
A worker prepares to load a Whirlpool
refrigerator at a Texas distribution center.

work policies,” he said on the earnings

Of Whirlpool
call. “People will spend more time at
home, which ultimately drives higher
investments in the home and acceler-
ated use of appliances in the home.”
The company lifted its earnings

For a Spin
guidance for 2021 by 18%, to $22.50 to
$23.50 a share. Whirlpool’s operating
margin in North America, its largest
and most profitable region, hit a re-
cord of nearly 20%. It also has an
excellent franchise in Brazil, Mexico,
The leader in home appliances is surprisingly and elsewhere in Latin America.
In a sign of confidence, Whirlpool
inexpensive and set to gain from a housing upturn
last month increased its stock repur-
chase program to $2.4 billion from
$400 million and raised its dividend
By ANDREW BARY for the ninth consecutive year. The

A
nyone who has been shop-
ping lately for a refrigera-
tor or other home appli-
ance knows it’s very much
a seller’s market.
“You can find a dish-
washer, but it might not
be the one that you’d pick if there
were no constraints,” says Kristen
Elder, vice president of showroom
and builder at Ferguson Bath,
Kitchen and Lighting Gallery, a lead-
ing Virginia-based appliance dealer.
Robust demand and limited supply
have allowed the global appliance
leader Whirlpool (ticker: WHR) to
pass along price increases in steel and
other raw materials to its customers.
The company, whose brands include
Maytag, Amana, and KitchenAid, is
increasing prices 5% to 12% across
the board.
More broadly, Whirlpool, under
CEO Marc Bitzer, has significantly
improved its profitability, while cut-
ting debt and increasing its dividend.
Although the stock is already up
36% this year, this is not just a home-
bound pandemic play. Considering
Whirlpool’s financial progress, market
position, and earnings power, the
stock is still inexpensive.
The shares, at about $246, fetch just
10 times projected 2021 earnings of
$23.61 a share. That is less than half the
multiple on the S&P 500 index and a
discount to its closest peer, Sweden’s
Sergio Flores/Bloomberg
payout rose 12%, to an annualized
No Place Like Home $5.60 a share, resulting in a current
How Whirlpool compares with its chief rival Electrolux and where it stands in the yield of 2.3%. With a targeted divi-
market for home appliances dend payout ratio of 30%, the divi-
dend could go higher, given current
Recent 52-Week 2021E 2022E 2021E Dividend Market earnings projections.
Company / Ticker Price Change EPS EPS P/E Yield Value (bil) MacGregor says improved financial
results and sustainability ought to
Whirlpool / WHR $240.00 127% $23.61 $22.82 10.2 2.3% $15.0 lead to a higher price/earnings ratio
Electrolux / ELUXY 54.86 90 4.36 4.26 12.7 3.5 8.5 on the stock. Whirlpool, he argues, is
more appealing than Frigidaire maker
Electrolux, with better brands, mar-
Whirlpool / WHR (NYSE) Appliance Brand Market Share gins, and distribution, but it trades at
a discount.
$250 Samsung
It trades cheaply because investors
19.6% worry that earnings and margins are
LG peaking. There is no doubt that
200
Whirlpool and its rivals are benefiting
17.7 from an appliance shortage, which has
150 General Electric resulted in reduced discounting. Yet
some of that margin concern is al-
16.2
ready reflected in Whirlpool stock.
Whirlpool It’s hard to find a leader in any in-
100
15.7 dustry trading for just 10 times earn-
ings. An estimated 55% of all demand
Maytag
50 is replacement, and an estimated 15%
2019 '20 '21 7.0 comes from new-home construction,
where Whirlpool and the General
E=estimate. Sources: Bloomberg; FactSet; TraQline Electric brand, owned by China’s
Haier, have leading market shares.
“There’s a mega-tailwind in hous-
a strong competitive position, and to generate ongoing and increasing ing; there is a whole generation mov-
strong distribution, but it had a margins has improved significantly, ing into homes,” says John Mowrey,
history of uneven financial perfor- and I don’t think the market has fully chief investment officer at NFJ Invest-
mance,” says David MacGregor, an appreciated that.” ment Group, which holds Whirlpool.
analyst with Longbow Research, Whirlpool is coming off a record MacGregor pegs the floor under
an independent research firm. “The quarter, earning $7.20 a share from Whirlpool’s annual earnings at $20 a
company has found its footing over operations, up from $2.86 a share in share. A turnaround in its European

Electrolux (ELUXY), which fetches
13 times forward earnings. Other hous-
ing suppliers, like Masco (MAS) and
Mohawk Industries (MHK), trade
for over 15 times earnings.
“Whirlpool has strong brands,
the past 2½ years.” MacGregor has
a Buy rating and $300 price target.
Jim Peters, Whirlpool’s chief finan-
cial officer, tells Barron’s, “Whirlpool
is a fundamentally different company
than it was a decade ago. Our ability
the first quarter of 2020. Sales rose
24%, to $5.4 billion. The quarter, CEO
Bitzer told investors, was not a “blip”
but an indication of a “sustained and
multiyear demand trend.”
“Just think about all these flexible
operations and share repurchases
could help lift annual profits to $28
a share in the next two to three years.
Whirlpool offers a cheap way to
play a sustained upturn in housing.
Investors can clean up. B
16 BARRON’S May 17, 2021

REITs to Own as the

managing $196 billion in assets. KKR bly limits the upside in its stock.
oversees $27 billion in real estate as- Hayes recommends the REIT, how-
sets. The private-equity firms own ever, for the company’s healthy credit
stakes in the mortgage trusts and metrics and dividend coverage. He

Economy Recovers
oversee them. The parent managers
are plugged into deal making, and
funnel potential loans to the trusts.
Blackstone Mortgage closed $1.7
billion of new loans in the first quar-
ter, taking its total to $18.7 billion
in loan assets. The company aims to
Two commercial mortgage REITs, from Blackstone and KKR, are ready grow its asset base to $20 billion with
to lend money to builders capitalizing on the reopening of the economy existing capital, including $1.1 billion
in cash and available credit.
About half of its portfolio is in
office properties, followed by 17%
in hotels, and 12% in apartment build-
ings. It’s making new loans in areas
like life sciences and logistics, includ-
ing a recent $575 million loan for a set
of “last mile” logistics and warehouse
properties in Sweden.
While the pandemic caused a wave
of commercial-loan defaults and late
payments, Blackstone is seeing mini-
mal impact; 98% of its loans were
performing in the first quarter. Black-
stone has considerable exposure to the
office market, but it focuses on newer
buildings with amenities and flexible
layouts, says Keenan, where demand is
holding up. “We lend to high-quality
borrowers, and we’re very discerning,”
she says. Overall, the portfolio’s aver-
age loan-to-value ratio is 65%, imply-
ing a decent cushion of property value.
Blackstone’s loan portfolio has
an average maturity of 3.1 years; then,
loans are either refinanced or paid off.
Business is picking up at places like the Westin Maui Resort & Spa in Hawaii, and that’s good for mortgage REITs. The loans have a floating interest rate
based on the one-month London in-
terbank offered rate, or Libor, a short-
By DAREN FONDA and hospitality. But some of the big- term benchmark, currently at 0.1%.
also likes its lending pipeline, tethered
to Blackstone Group, and he estimates
that there’s still some upside, expect-
ing its shares to hit $35 over the next
12 months, up from a recent $30.58.
KKR Real Estate is a smaller mort-
gage trust with a $5.3 billion portfolio.
Apartment buildings and offices con-
stitute 85% of its portfolio, with the
rest in retail properties and hotels.
It’s also a floating-rate lender, with
an average yield of 3.4%. And its Libor
floor is similar to Blackstone’s, at 1.4%.
KKR Real Estate lends to borrowers
who need a short-term loan for an
acquisition, refinancing, or remodeling
of a property, says CEO Matt Salem.
Most of its apartment loans are for
new rental constructions; the property
acquirers need time to get them fully
leased before selling the buildings, and
they take out bridge loans for the tran-
sition. “That’s a pretty defensive lend-
ing profile,” Salem says.
Parent firm KKR also creates a
conduit for lending; over the past 12
months, the REIT screened $44 billion
in financing opportunities and issued
$918 million in loans. The firm says
that it has $571 million in liquidity to
fund new loans. KKR sold five million
shares of the REIT, or a quarter of its
ownership stake, this past week, and
the stock took a 5% hit on the sale. But
it won’t dilute earnings or book value,
and it will lift the stock’s liquidity, po-
tentially expanding the investor base
to more institutional buyers.
The KKR REIT’s office properties

F
inding a room at the Westin
Maui Resort & Spa may be
tougher this summer, as
Hawaii eases up on travel
restrictions. That’s a tough
break for vacationers look-
ing for a luau. But it’s good
for the company that owns a $363
million mortgage on the property:
Blackstone Mortgage Trust.
gest commercial lenders have emerged
from the slowdown in strong shape,
and with plenty of cash on hand to
finance properties, which will boost
their revenue—and increase dividend
income for investors.
Two of those firms, Blackstone
Mortgage and KKR Real Estate Fi-
nance Trust (KREF), look appealing.
While they don’t offer much growth
potential, they each yield about 8%,
The average yield is Libor plus 3.6%.
Even so, higher short-term rates
would be a headwind for Blackstone.
They would increase its costs of capital,
and interest income wouldn’t rise in
tandem because many of its loans have
high Libor floors that shield borrowers
from rate hikes up to a certain point.
Libor would probably have to hit 1.5%
A Taxing for interest rates on Blackstone’s port-
folio to adjust upward materially, says
Situation
are mainly in cities with healthy de-
mand, including Boston, Philadelphia,
Seattle, and Washington, D.C. Loan-
to-value ratios for offices average 62%,
Salem adds, implying that properties
would need to lose nearly 40% of
their value before the mortgages
would be impaired.
At about $20 a share, KKR Real
Estate trades above its estimated book
value of $19. That doesn’t imply much

Courtesy of The Westin Maui Resort & Spa

“We’ve done a number of loans in
Hawaii, and we’re positive on the fun-
damentals,” says Katie Keenan, presi-
dent of Blackstone Mortgage (ticker:
BXMT). “As the travel industry recov-
based on annualized payouts of their
latest distributions. And as improving
commercial real estate trends boost
their asset bases, they should be able
to maintain or lift their distributions.
BTIG analyst Tim Hayes. Another
REIT dividends headwind, he adds, is that competition
are taxed as for investment properties is heating up,
ordinary income, given the high level of cash in private
typically up to equity. “Asset yields on new loans are
upside; indeed, the average analyst
target is $21.43. But if the company
maintains its latest quarterly distribu-
tion of 43 cents a share, investors
would reap an 8.6% annualized yield.

ers, pent-up demand will be very ben-
eficial for Hawaii.”
Commercial real estate is flourish-
ing as demand for investment proper-
ties heats up. There are pockets of
weakness—notably in retail, offices,
One reason to own the mortgage
trusts is their ties to two private-
equity giants: Blackstone Group
(BX) and KKR (KKR). Blackstone
Group is one of the world’s largest
private-equity real estate owners,
29.6%
coming down,” he says. Funding costs
have also come down, however, so re-
turns on equity should be in line with
thanks to the ability prepandemic levels. Blackstone trades
to deduct 20% of at 1.2 times its estimated 2021 book
business income. value, a premium valuation that proba-
That would be more than double the
3.7% yield on junk bonds these days.
Assuming that demand for offices,
hotels, and apartments holds up, both
stocks could be income winners in a
low-yield world. B
May 17, 2021 BARRON’S 17

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CLOSES SECOND ABS TRANSACTION

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18 BARRON’S May 17, 2021

FUND PROFILE Talking With Jens Peers, Hua Cheng, and Amber Fairbanks
Portfolio Managers, Mirova Global Sustainable Equity

Not Your
Typical
Stock Fund
By SARAH MAX

Y
ears before carbon neutrality, diversity, eq-
uity, and inclusion entered the corporate
lexicon, Jens Peers began building portfolios
around themes such as climate change, wa-
ter scarcity, and an aging population.
“My original goal wasn’t so much to
change the world, but to focus on themes that
would generate strong long-term returns,” says Peers. He
started his career in the late 1990s as a financial advisor
at what is now KBC Group, based in Brussels, but transi-
tioned to asset management after realizing that he wanted
to make stock recommendations, not follow them.
After managing thematic portfolios for more than a
decade, Peers, 47, joined Paris-based Natixis Investment
Managers in 2013 to help turn a division of the firm into
an investment affiliate dedicated to sustainable invest-
ing. That unit, Mirova, now manages about $24 billion
across a range of asset classes, including green bonds,
energy-transition infrastructure, and capital to finance
such things as ecosystem conservation and restoration.
Meanwhile, Peers and his two co-managers of the $987
million Mirova Global Sustainable Equity fund (ticker:
ESGMX) focus on finding sustainable companies that will
lead or adapt to major global transitions related to demo-
graphics, the environment, technology, and governance.
The 47-holding fund was launched in 2016, but is based
on a strategy started in 2013.
Its retail shares, which carry a 1.2% expense ratio,
have returned an average 18.2% annually for the past
three years, outpacing the MSCI World Index by 4.5
percentage points. On a five-year basis, the fund’s 17.3%
average annual return is in the middle of the pack for its
Morningstar category: world large-cap growth. How-
ever, relative performance in this case might be mislead-
ing, given the fund’s exposure to value-oriented stocks.
“We’re not a typical growth strategy,” Peers notes.

Photograph by SIMON SIMARD

May 17, 2021
Not a typical growth strategy “is exactly
what I had been looking for,” says co-man-
ager Hua Cheng, who grew up in China and
in 2001 moved to France, where he got a
Ph.D. in financial economics from the Uni-
versity Paris Dauphine and then worked for
a division of Natixis. During his regular trips
back to China, Cheng, 42, was encouraged
by the country’s rapid economic growth, but
disheartened by its impact. “Once I went to
Shanghai for a business trip, and I was sad
that I could not even see the top of the build-
ings, due to pollution,” says Cheng. He
joined Peers in 2014, believing that financial
and social returns need not be exclusive.
The fund’s third manager, Amber Fair-
banks, came to sustainable investing from a
slightly different place. “I majored in envi-
ronmental science, thinking I was going to
help save the world, and I ended up doing
quality assurance for a biotech company,”
says Fairbanks, 45. When her grandmother
left her a small inheritance, she found a
penchant for stock-picking and went to
business school. After graduating, she ini-
tially covered airline stocks for a hedge
fund, “which was the exact opposite of what
I wanted,” says Fairbanks, who found her
way to sustainable manager Zevin Asset
Management before joining Mirova in 2018.
Today, all three managers are based out
of Mirova’s Boston offices. Their investment
process, in a nutshell, is to look for compa-
nies that fit into their thematic buckets;
meet their other fundamental investment
criteria, including high barriers to entry
and strong management and governance;
and trade for at least a 20% discount to the
managers’ estimates of intrinsic value.
Meanwhile, 16 ESG analysts examine
Mirova Global Sustainable Equity
Total Return
1-Yr
ESGMX 42.7%
MSCI World Index 45.8
Top 10 Holdings
Company / Ticker
Microsoft / MSFT
Mastercard / MA
Ecolab / ECL
Eaton / ETN
eBay / EBAY
Vestas Wind Systems / VWS.Denmark
Thermo Fisher Scientific / TMO
Orsted / ORSTED.Denmark
Danaher / DHR
Symrise / SY1.Germany
Total
Note: Holdings as of April 30. Returns through May 10; three- and five-
year returns are annualized.
Sources: Morningstar; Mirova; Bloomberg
BARRON’S
companies to arrive at one of five ESG
opinions: committed, positive, neutral,
risk, and negative. Although ESG factors
alone don’t drive the team’s investment
decisions, they won’t own companies with
a “risk” or “negative” rating.
Fortunately, more companies are tak-
ing steps in the right direction. One of
the most prominent examples is the
fund’s largest holding, Denmark-based
Ørsted (ORSTED.Denmark), which is
ranked “committed.” Formerly Den-
mark’s state-owned oil-and-gas company,
it went public on Copenhagen’s stock
exchange in 2016. It made a bold commit-
ment to transition from fossil fuels to
renewable energy, and aims to be the
first carbon-neutral energy company in
the world by 2025. It’s now one of the
globe’s largest renewable-energy devel-
opers and is exporting its expertise in
offshore and onshore wind farms, solar
farms, energy storage facilities, and bio-
energy plants.
The team first invested in Ørsted in
2019 when it was trading around 480
kroner (about $75), a significant discount
to their appraisal of its intrinsic value; the
stock has since nearly doubled.
Founded in 1880, Ball Corp. (BLL) is
often associated with glass jars bearing its
name, but its main focus is aluminum
packaging and aerospace; it got out of the
jar business in 1996. The company bene-
fits from economies of scale and the fact
that aluminum is “infinitely recyclable,”
Fairbanks says. Ball has invested in spe-
cialty cans, used for everything from wine
to cold-brew coffee to water. “Ball is really
well-positioned to benefit from an in-
creased awareness and regulation around
single-use plastic,” she says. “We don’t
think the market has given it much credit
for its sustainability and that growth op-
3-Yr 5-Yr portunity going forward.”
18.2% 17.3% Another top holding, Thermo Fisher
13.7 14.3
Scientific (TMO), fits into the theme of
changing demographics. The company
was formed in 2006 with the merger of a
% of Assets
scientific-instrument and lab-equipment
4.7% company and has since expanded to cover
4.3 healthcare equipment, gene sequencing,
3.9 and laboratory testing and diagnostics.
3.9
While its products’ quality contributes
to its positive ESG rating, high barriers to
3.7
entry make a strong investment case. “It
3.6 would be very difficult for any peers to
3.6 catch up because it has one of the biggest
3.6 global distribution channels in the world,”
3.6 Cheng says. Thermo Fisher has been a
holding since the fund’s inception, when it
3.3
traded at about $140. The stock recently
38.3% was around $460—one driver being that
Thermo Fisher Scientific is the leading sin-
gle-source supplier for Covid-19 testing. B
F UN D S
4 ETFs for Investors
Nervous About Inflation
By Evie Liu
I
nflation concerns flared up this past
week, with the April consumer price
index coming in 4.2% higher than a
year ago. While the Federal Reserve
says any price spikes should be “transi-
tory,” investors have been flooding to tradi-
tional inflation hedges such as gold, com-
modities, real estate, and Treasury
inflation-protected securities, or TIPS.
Many funds provide easy access to these
assets—though it’s likely that what has
worked in the past won’t work as well now.
Some ETFs offer different approaches.
The $436 million Horizon Kinetics
Inflation Beneficiaries (ticker: INFL), an
active fund launched in January, invests in
companies that have a lot of hard assets and
business models that are less reliant on cap-
ital and labor input. “It’s easy to focus on
how revenue benefits [from inflation], but
we want firms with lower sensitivity to the
cost side,” says portfolio manager James
Davolos. “That means they don’t need to
spend a lot of money to earn a lot of money.”
The fund has heavy exposure to the
materials and energy sectors, but also
owns many financial-services stocks, par-
ticularly exchanges and brokerage firms.
Many of its 36 holdings generate revenue
from land, royalties, or operating plat-
forms that have been in place for decades.
These firms usually have less debt, can
easily scale their business, and maintain
profit margins even in an inflationary en-
vironment, says Davolos. Despite its short
history, the fund has gained 17.4% since
inception, versus an 8% return for the
S&P 500 index over the same span.
Real estate value also tends to hold up
well during inflation. The $34 million Nu-
veen Short-Term REIT ETF (NURE) has
an edge by focusing on REITs with short-
term lease agreements, which reset rents
more frequently and therefore are more
likely to rise along with interest rates and
inflation. The fund mostly owns apartment
buildings, hotels, self-storage facilities, and
19
manufactured homes. Apartment rents
have already rebounded more than 3% in
the first quarter from a year ago, according
to data from Morgan Stanley. The ETF has
returned 18.6% year to date, outperform-
ing the Real Estate Select Sector SPDR
(XLRE) by four percentage points.
Institutional investors also use options
to protect themselves from rising interest
rates, but over-the-counter derivatives are
not accessible for regular investors. Some
ETFs see that as an opportunity. The $3.1
billion Quadratic Interest Rate Volatil-
ity and Inflation Hedge ETF (IVOL) has
85% weight in TIPS notes, which offer
inflation protection as their face value are
adjusted based on the CPI. But TIPS are
prone to price declines if inflation expecta-
tions cause interest rates to rise—what
professionals call “duration risk.”
To counter this, the Quadratic ETF has
its remaining 15% in fixed-income options
that would profit from rising long-term
interest rates or Fed rate cuts. This not
only offers a different inflation measure-
ment from the CPI, but also adds a layer of
protection when the bonds market sells
off, says portfolio manager Nancy Davis.
Year to date, with interest rates picking up,
the Quadratic ETF has outperformed the
iShares TIPS Bond ETF (TIP) by four
percentage points.
The Simplify Interest Rate Hedge ETF
(PFIX), launched on Tuesday, also aims to
have 50% in options that profit from rising
long-term interest rates. But it has another
50% in Treasury notes, rather than TIPS.
TIPS typically pay much lower yields than
comparable Treasury notes. With Treasur-
ies rates near zero, most TIPS now have
negative yields. If inflation isn’t enough to
compensate for the yield spread—currently
about 2.6% for the five-year notes—inves-
tors are better off with Treasuries. “I’m not
a fan of TIPS; they’re very expensive now,”
says Harley Bassman, managing partner of
Simplify Asset Management. B
For more on inflation, see cover story on page 22.
20 BARRON’S May 17, 2021

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May 17, 2021
I N C O M E I N V E ST I N G
Investors, Meet GARY:
It Brings Some Growth
And Reasonable Yield
I
t may take some time for
global travel to return to
prepandemic levels, but that’s
no reason to keep all of one’s
investments on this side of the
pond—particularly for
income-hungry investors.
Global dividends are poised to
rise 12%, to $1.7 trillion, in 2021,
according to a recent analysis by
Jefferies Financial Group, snapping a
three-year streak in which dividends
hovered around $1.5 trillion. The
U.S. accounts for nearly a third of
this year’s projected dividends but
is expected to see only 3% growth.
Europe and emerging markets are
projected to post the strongest
dividend gains this year—up 23%
and 22%, respectively—as the regions,
which saw payouts take a hit last year,
are poised for recovery from the
pandemic.
“In our view, markets are
underestimating the potential for
dividend recovery. As the world
opens up post-Covid, we believe
that dividend recovery will surprise
investors,” writes Desh
Peramunetilleke, head of global
microstrategy at Jefferies.
With financial markets recently
turning volatile as last year’s popular
tech trade unwinds and the CBOE
Volatility Index, or VIX, climbs to
its highest level in two months,
investors should be on the hunt for
more-value-oriented plays. While the
U.S. offers opportunity for income
investors, particularly in last year’s
hard-hit sectors of consumer
discretionary and materials—both
of which are expected to increase
BARRON’S
dividends by more than 10%—the
real gains will be overseas.
Peramunetilleke advises using
the growth at a reasonable yield,
or GARY, strategy—to find
opportunities. “We believe that long-
term investors should focus on
companies that offer the best of both
worlds in terms of yield and growth,”
By Carleton Peramunetilleke writes.
English Highflying tech names that
propped up the market last year are
falling out of favor as valuations get
stretched and yields rise. But there are
still plenty of companies that are able
to thread the needle of providing a
reliable dividend while also growing.
Screening for GARY stocks
involves sorting out companies with
healthier dividend-payout ratios—
namely paying out less than 80% of
earnings in dividends. While 80% is
the metric, it’s worth noting that many
companies in Jefferies’ analysis have
payout ratios below 50%.
The companies must also have a
demonstrated history of maintaining
GARY’s Picks
Jefferies likes stocks that offer “growth at a reasonable yield,” finding these six stocks to be the best bets of the bunch.
Company / Ticker
AstraZeneca / AZN.UK
Coca-Cola / KO
JPMorgan Chase / JPM
Samsung Electronics / 005930.Korea
Siemens / SIE.Germany
Taiwan Semiconductor Manufacturing / TSM
*Estimated EPS compound annual growth rate from fiscal ‘21 to fiscal ‘22
Europe and emerging markets are expected
to post the strongest dividend gains this year—
up 23% and 22%, respectively.
its dividend. Jefferies has been
looking at data going back as far as
26 years—though some companies
are newer—and has marked
companies that have instances of
slashing their annual dividend by
more than 5%.
From there, the Jefferies team
examines companies with market
capitalizations in excess of $2 billion,
with a 12-month projected dividend
yield above median in their respective
regions, and a compound annual
growth rate for earnings per share
in 2021 and 2022 exceeding 10%.
Some names may catch investors
by surprise in light of recent
headlines. But when accounting
for the companies’ comparatively
lower payout ratios and dividend
sustainability, the opportunities look
compelling for long-term investors.
Topping the list of opportunities
is Taiwan Semiconductor
Manufacturing (ticker: TSM), which
currently yields 1.6% and is expected
to see growth in EPS of 14.6%. To be
sure, shares of the world’s largest
chip maker have faltered in recent
weeks amid the much broader global
chip shortage.
South Korea–based Samsung
Electronics (005930.Korea) also tops
Jefferies’ list with its 1.8% yield and
projected EPS growth of 36.3%. It, too,
is facing a challenging patch due to
the global chip shortage, warning in
March that it could cause a “serious
imbalance” in supply and demand.
Outside of Asia, investors can find
compelling opportunities in Europe,
namely Siemens (SIE.Germany) and
Recent YTD Market Div
Price Change Value (bil) Yield CAGR*
7,786 pence 6.3% $143 2.6%
$54.04 -1.5 233 3.1
157.45 23.9 477 2.2
KRW80,000 2.2 422 1.8
€138.60 18.5 142 2.5
$108.21 -0.8 561 1.6
Sources: Jefferies; Bloomberg
21
AstraZeneca (AZN.UK).
Siemens’ shares are up 18.5% this
year, and the industrial conglomerate
recently lifted its guidance and
topped analyst expectations when
reporting fiscal second-quarter
results earlier this month. The stock
yields 2.5%, and EPS should grow
21.6%. The company has been seeing
growth from China as well as from
the automotive industry and its
software business.
AstraZeneca offers some value for
income-oriented investors even after
its Covid-19 vaccine has fallen out of
favor. Shares are up 6% this year, and
investors get a 2.6% dividend yield. In
the first quarter, the company posted
7% revenue growth, excluding a 4%
gain for its Covid-19 vaccine.
Of course the U.S. still offers
opportunities in familiar names for
investors looking for income while
also providing global exposure.
JPMorgan Chase (JPM) is a
favorite, as it has already benefited
from the rebound in financial stocks
and is projected to do well as interest
rates rise. Like all big banks,
JPMorgan had to halt its buybacks
and cap dividends in 2020, as the
Federal Reserve ordered banks to
conserve capital during the depths of
the pandemic. But those restrictions
are expected to ease on June 30
following the completion of the Fed’s
annual stress test. JPMorgan
currently yields 2.2%, and the bank
is expected to increase EPS by 16.1%.
Coca-Cola (KO) with its 3.1% yield
and projected 9.9% earnings growth,
just fits into Jefferies’ screen. Shares
are flat this year, as some of the
hopes for a swift reopening fizzled in
the earlier part of the year. The
company works as a turnaround
story as it culls underperforming
EPS
brands, and as a reopening play as
theaters and sporting venues once
27.5% again host audiences. With sales in
9.9 more than 200 countries, Coca-Cola
is also a play on improving emerging
16.1
market trends while staying
36.3 domiciled in the U.S.
21.6 Although investors may want to
go global for income opportunities,
14.6 there’s reason to keep at least one
foot planted in the U.S. B
22 BARRON’S May 17, 2021
May 17, 2021
INFLATIONARY
EXPLOSION
The Federal Reserve wants you to believe that mounting price pressures are “transitory,”
but that might not matter for the businesses and households getting pinched now.
For investors, the question becomes: Has the central bank fallen behind the curve?
N
ebraska Furniture Mart Chairman Irv Blumkin
says the price of one shipping container has
jumped over the past six months to $10,000 from
$3,500. Short on containers, his suppliers abroad
are out of storage and halting production, exacer-
bating Blumkin’s order backlogs that are six
times as long as they were a few months ago.
Broadly, Blumkin says his vendors for all manner of goods
and services have increased prices multiple times over the
past three months, each ranging from 3% to 8%.
“Is this temporary? I would hope it’s that way. But the
reality is that they’re putting surcharges and increases on,
and some suppliers here and abroad are sold out for the rest
of the year,” says Blumkin, whose grandmother started the
company that operates in Nebraska, Texas, Kansas, and
Iowa, and sold a majority stake to Berkshire Hathaway in
1983. “It’s the highest rate of inflation I’ve ever seen, except
for in the ’70s.”
What is happening at Nebraska Furniture Mart is play-
ing out across America. Yet monetary and fiscal policy
remains on autopilot, geared to an economy stuck in reces-
sion, as the Federal Reserve’s favorite inflation gauge re-
mains close to its longstanding 2% target. There is nothing
to see here, say Fed Chairman Jerome Powell and other key
central bankers, contending that inflation figures that have
risen are about reopening bursts and comparisons to data
gathered during pandemic-driven lockdowns, and will be,
in that oft-repeated word, “transitory.”
For business owners and consumers on the ground,
official inflation data and policy makers’ commentary are
an alternate reality. Inflation is here, say grocery shoppers,
home buyers, manufacturers, and retailers who insist that
BARRON’S
STORY BY LISA BEILFUSS
I L LU S T R AT I O N B Y LO L A D U P R E
their dollars are buying less. They don’t have the luxury
of ignoring the food and energy costs that are backed out of
the price metrics preferred by policy makers, and they can’t
help but notice the 17% jump in existing-home prices that
isn’t directly figured into such gauges. For the average
American household, food, energy, and shelter combined
represent roughly 50% of income before taxes.
Nor do increasingly generous recruitment bonuses affect
all key inflation measures on wages. As the economy recovers
faster than expected, the government pays enhanced unem-
ployment benefits until September, child care remains an
issue, and big employers like Amazon.com (ticker: AMZN)
recently raised starting wages to $15 an hour, companies
across the country are scrambling to hire. In fact, businesses
are offering sizable signing bonuses for everything from
pizza-delivery drivers to truckers and dental hygienists.
The gap between reported price inflation and the experi-
ences of businesses and consumers is a signal to investors that
inflation is hotter than it looks. Implications of the disconnect
are vast, affecting Social Security payments, tax-bracket ad-
justments, and economic growth calculations, in addition to
investment returns, inflation expectations, and interest rates.
“All you have to do is open up your eyes to see there is
inflation pressure everywhere,” says Ed Yardeni, president
of Yardeni Research. “We are in stimulus shock.” For evi-
dence, he points to the 26% year-over-year increase in M2
money supply, the largest gain since 1943, as fiscal spending
in response to the pandemic has topped $5 trillion. M1, or
very liquid money in circulation, is up by 316%. The Fed,
meanwhile, has shown no signs of slowing the $120 billion
in monthly purchases of Treasuries and mortgage-backed
securities that it began in response to the pandemic.
23
It is possible that the Fed is right, and soaring prices in
everything from lumber to labor will drop once Covid-19
fades, rendering inflation a head fake and current worries
an overreaction. Inflation, at least as measured, could after
a quarter or two go back to being as elusive as it was in the
prior decade—especially if legislators rein in spending. Dis-
appointing hiring numbers in April, when the 266,000 jobs
added was far below the 975,000 that economists expected,
is fodder for the view that a full recovery is distant.
T
he evidence, though, suggests that it’s risky for inves-
tors not to prepare for a Fed that is wrong—or only
half-right. That would result in an economy that is
weaker than it appears but with persistent inflation,
portending the stagflation last seen a half-century ago.
“The trend is not the Fed’s friend,” says Apollo Global
Management chief economist Torsten Sløk.
Reported inflation, even with its flaws, has started to ran-
kle investors worried that the Fed might already be behind the
curve. Consumer price index, or CPI, data from this past
week show that prices rose 4.2% in April, or 3% without food
and energy. The much higher-than-expected readings weren’t
only because of the so-called base effect: From a month earlier,
consumer prices surged at the fastest pace since 1981. (For
more on how to play rising inflation, see page 26.) In response,
major U.S. indexes went sharply lower and bond yields
higher, though subsequent bounces suggest that investors are
taking Fed officials at their word on the nature of inflation and
easy-money policies.
That is happening as a record number of businesses say
they can’t find workers, inventories are ultralow, and a near-
record number of companies say they plan to raise prices, as
 24
they predict costs rapidly rising.
Household inflation expectations,
meanwhile, are at the highest levels in
a decade, as measured by the Univer-
sity of Michigan’s consumer sentiment
index, highlighting a core, if
inconvenient, macroeconomic truth:
Real-world prices shape inflation ex-
pectations that wind up determining
actual inflation. Here, perception
becomes reality.
One feature of the great inflation
of the mid-1960s to early 1980s was a
buy-in-advance mentality, Yardeni
PRESSURE GAUGES
Signs of inflation have emerged across the business landscape as more companies say they plan to raise product prices amid rising costs that are being driven in part by supply and labor shortages.
Expected increase in unit costs
over the next 12 months
3.0%
2.5
2.0
Photograph by Tony Luong
1.5
1.0
0.5
2012 ’14 ’16
Sources: Federal Reserve Bank of Atlanta; NFIB; Census Bureau; Apollo Global Management
BARRON’S
says, where consumers fearing higher the crunch of the demand. Now, it’s
prices tomorrow buy today and rein- overwhelming,” the Indianapolis-
force pricing pressures. There is some based Taylor says. Customers have
evidence that such a psychology is re- started renting additional warehouse
turning. space for the purpose of hoarding pal-
Scott Taylor sells the wood pallets lets, he says, with some reselling at
that companies across supply chains even higher prices. “I’m watching pal-
use to stack, store, and transport mate- lets leave the Chicago market, where
rials and finished goods. As the pan- one is $7 to $7.50, and being sold to the
demic boosted online shopping and the West Coast for $11 to $12. Customers
housing boom drove lumber prices are looking to get any pallet they can
higher, the price of Taylor’s pallets get their hands on,” he says.
has increased 60% this year. Nowhere is price inflation more
“Six months ago, we started to feel visible than in housing, the best reflec-
NFIB Survey: Percent of small businesses U.S. companies are reporting
planning to raise selling prices low inventory-to-sales ratios
40% 1.8
30 1.6 Retailers Wholesalers
20 1.4
10 1.2
0 1.0
-10 0.8
’18 ’20 2012 ’14 ’16 ’18 ’20 2012 ’14 ’16
May 17, 2021
tion of the combined forces of ultraeasy
monetary policy, generous fiscal policy,
supply-chain problems, and changing
consumer preferences shaped by
Covid-19.
For Mike Procopio’s family-owned
real estate development company, lum-
ber prices have reached a tipping point.
Lumber yards will no longer guarantee
prices, instead pricing and billing upon
delivery, as prices—up 300% from a
year ago—are moving too fast to pre-
dict. But it’s not just the price of wood.
“It’s been a rocket shooting to the
moon for the past eight months,” says
Procopio, a third-generation CEO of
Massachusetts-based Procopio Cos., of
prices overall, from lumber and steel to
labor. He has canceled a fifth of planned
projects and halted a tenth this year as
the cost of constructing apartment
buildings surged 20%. Returns on proj-
ects that haven’t gone bust have been
clipped to about 15% from 25%.
“They say it’s temporary and there
are supply-chain issues, but there is
huge demand,” he says. “It’s a vicious
cycle. If it costs me 20% extra to build,
rents will have to go up 20%.”
M
easuring housing inflation
isn’t straightforward. People
consume shelter, not homes,
Real estate the logic goes, and so govern-
developer Mike
Procopio has had ment economists calculate “owner-
to cancel or delay equivalent rent”—or how much home-
projects amid
rising costs. Here,
owners say they would have to pay in
Procopio at the rent—for inflation metrics like the CPI.
Mosaic Project, a Given housing’s 40% weighting in the
146-unit multifamily
building in Lynn, core CPI, it is all the more awkward
Mass. to watch the shelter component run
around 2% as home prices explode
month after month.
Even setting aside methodology
complaints, there are red flags in the
shelter numbers that we do have.
Solid, consecutive monthly increases
NFIB Survey: Percent of small business
owners reporting hard-to-fill jobs
50%
40
30
20
10
0
’18 ’20 2010 ’15 ’20
May 17, 2021
in the CPI’s owner-equivalent rent
component have come five months
earlier than expected, says Citigroup
economist Veronica Clark. She says
home prices lead rents and pull up
the price of shelter with a lag time of
roughly 12 to 18 months; home prices
started climbing just over a year ago.
“We’re on the verge of a second-half
phenomenon,” says Yardeni, warning
of the growing risk that tighter rents
and other consumer prices will trigger
a wage-price spiral à la the 1970s.
Ask any Wall Street economist
when to really worry about inflation
and the answer is likely to center on
wages. Labor is often a company’s big-
gest expense, and employers are typi-
cally reluctant to raise wages because
reversing course isn’t realistic.
There are growing indications of
wage inflation, even if official measures
aren’t yet sounding alarms. As Hilton
Worldwide Holdings (HLT) CEO
Christopher Nassetta said on the com-
pany’s first-quarter earnings call, “It is
very difficult, particularly here in the
U.S., to get labor, and it is constraining
[the] recovery...because you just can’t
get enough people to service the proper-
ties.” Domino’s Pizza (DPZ) is offering
some delivery drivers $1,000 to sign on
plus $25 an hour, while FedEx (FDX)
and Cardinal Health (CAH) are paying
$500 sign-on bonuses, to name a few.
For small businesses, hit hardest by
the pandemic and responsible for about
half of U.S. employment, the pressure is
more acute. At Procopio, six positions
out of 30 remain open despite signing
bonuses of up to $20,000. Plumbers
on his jobs are making $170,000 a year,
while construction estimators, who
until recently earned $100,000, now
command $150,000—if he can find one.
“I don’t know where all the unem-
ployed people are,” Procopio says. “It’s
almost impossible to hire.”
For Blumkin of Nebraska Furniture
Mart, it isn’t any better, and he isn’t
looking for skilled labor of the sort that
Procopio is. For a while, Blumkin says,
displaced hospitality workers were fill-
ing spots as business hummed during
the lockdown earlier in the pandemic.
But as the economy reopened, Blumkin
has been left with 200 open spots,
about 5% of total staff, to fill. Taylor, the
pallet purveyor, has increased wages for
warehouse workers three times in four
months.
The unhappy scenario in the 1970s,
Yardeni says, was that as food and other
price shocks passed through to con-
sumers, more pressure came from labor
BARRON’S 25
and resulted in a spiral where wages
and prices chased each other higher.
Granted, that was at a time when labor
unions had more power. Still, Yardeni is
increasingly concerned about a repeat,
assigning a 25% chance of a new wage-
price spiral. A year ago, he thought
there was zero chance.
There are shock absorbers to
potentially help cushion against the
impact of such a spiral, economists
say. Most notably, productivity has
grown better than in past recoveries
as companies incorporated new tech-
nology and other efficiencies in order
to survive during the pandemic.
David Lamb, the owner of two Frutta
Bowl restaurants in Alabama, launched
a takeout app when lockdowns prohib-
ited sit-down dining. He has more re-
cently taken to shopping three times a
week at his local Costco Wholesale
(COST) for fresh fruit and other sup-
plies, an efficiency driven by necessity,
as they have become harder to come by
through his supplier. For others, change
is tougher. As Blumkin in Omaha puts
it, “There are opportunities to automate.
But that is not a short-term fix.”
S
ome economists argue that meth-
odology flaws mean inflation is
overstated in official gauges and
current increases are less worri-
some than in the past. In the mid-
1990s, Stanford University economics
professor Michael Boskin led a com-
mission to evaluate the CPI and recom-
mend ways to correct measurement
bias. The Boskin Commission report
Photograph by Anna Powell Denton
concluded that inflation was upwardly
biased by 1.1 percentage point a year
because quality changes such as new
car features weren’t accurately cap-
tured, new goods weren’t added to the
basket in a timely fashion, and substi-
tution bias—shoppers are more in-
clined to buy chicken when beef prices
surge—was underestimated.
Twenty-five years later, Boskin says
there is still an upward bias of roughly
one percentage point annually, meaning
that increases in inflation are coming off whether the Fed actually can raise Loans worth $2 trillion—a seventh of Indianapolis-based
Scott Taylor, shown
a lower-than-appreciated base. It’s un- interest rates to sufficiently quell a the U.S. consumer credit market— here at Irvine Wood
clear, though, whether technical factors price spiral. After all, the Fed was un- entered forbearance during the pan- Recovery in Cincin-
nati, says the wood
matter insofar as most consumers prob- able to lift rates above 2.5% during the demic, allowing more than 60 million pallets he sells have
ably don’t back out the cost of new fea- last tightening cycle and had cut rates borrowers to miss $70 billion on their climbed in price by
tures when buying a new car and adjust in several meetings before the pan- debt payments by the end of the first 60% this year alone
amid rising lumber
their inflation expectations accordingly. demic prompted its emergency actions quarter of 2021, according to a group costs and increased
For investors, the most important early last year. of economists led by Stanford’s Susan demand.
questions aren’t whether inflation is Since then, U.S. households, busi- Cherry. That’s as U.S. corporate debt is
here, whether it is indeed transitory, nesses, and the federal government at a record $11 trillion—half of annual
and whether the Fed will have to have grown more indebted, a result of gross domestic product—and govern-
tighten policy more quickly than tele- an easy-money policy and a constraint ment debt is on pace to reach 127% of
graphed. Perhaps more crucial is in tightening. GDP this year. Raising rates to tamp
26
down inflation could have an outsize
impact on this borrowing binge.
“The Fed says they’ve got the tools
to deal with inflation,” says Yardeni.
“The only tool I know is to raise rates
and cause a credit crunch and reces-
sion. It’s not clear they will have the
guts to do that.”
That would leave tightening to the
bond market, which could come faster
and more furiously than if the Fed
were at the wheel. “Such a tremen-
dous amount of debt makes the bond
vigilantes more powerful than they’ve
ever been,” Yardeni says. “They’ve
recently taken a siesta,” but “they’re
rising from the dead,” he says, refer-
ring to sharp runs in Treasury yields
earlier this year and subsequent drops
in rate-sensitive growth stocks as
inflation concerns started to build.
Then again, the Federal Reserve
remains a dominant force in the bond
market. Economists don’t expect
monthly purchases to taper before the
end of this year. Asked in April if it was
time “to start talking about talking
about tapering,” Powell said it wasn’t.
The Fed declined to comment.
I
t will take time to determine
whether current price increases are
in fact transitory, though time isn’t
on the side of the Fed: The longer
even temporary inflation persists, the
more likely it is to take hold. For the Fed
to be correct, the right combination of
supply-side relief—shortages, from
chips to labor, need to abate—produc-
tivity growth, and cooler demand needs
to materialize. The wrong combination
would result in anything from inflation
to recession to both.
As millions remain out of work and
as economic growth remains reliant
on extraordinary monetary and fiscal
support, the Fed’s concerns about the
recovery are well founded. If the Fed is
right that the U.S. economy is still weak
enough to warrant near-zero interest
rates and quantitative easing, while
wrong that pricing pressures are tem-
porary, investors are looking at the
threat of stagflation. Longer term,
some investors and economists warn
of a so-called debt jubilee, effectively
a default through hyperinflation, and
the risk of the U.S. losing its reserve-
currency status.
Policy makers are walking a fine
line. The costs of not getting it exactly
right are high, already affecting bottom
lines, wallets, and investment returns,
while threatening to unleash economic
forces not seen in generations. B
BARRON’S
Oil Stocks, Luxury Watches,
And Other Inflation Hedges
Inflation is an insidious threat, a
force that eats away at investment
returns and erodes savings and
purchasing power. Whether rising
inflation is temporary, as central
bankers say, or something more
persistent, increasing prices across
the U.S. economy warrant inves-
tors’ attention.
“A controlled burn can quickly
turn into a wildfire,” says Nancy
Tengler, chief investment officer
at Laffer Tengler Investments,
of the possibility of more lasting
inflation.
Barron’s queried a half-dozen
investment professionals about
inflation hedging—and profiting—
strategies. Forget gold, they say,
but Treasury inflation-protected
securities, or TIPS, are an obvious
tool. We highlight four alternatives
for investors to consider:
Certain Stocks
Natural-resource stocks are good
inflation plays, strategists say,
given their positive correlation to
inflation. During the great infla-
tion of the mid-1960s to early
1980s, oil and gas, agriculture, and
metals and mining stocks outper-
formed the broad market and can
play a role in mitigating the impact
of higher prices this time around,
says Peter Mladina, director of
portfolio research at Northern
Trust Wealth Management.
Within natural resources,
Tengler likes energy companies,
including Chevron (ticker: CVX)
and EOG Resources (EOG), agri-
culture plays Caterpillar (CAT)
and Deere (DE), and water com-
pany Xylem (XYL).
While many strategists have
reservations about cryptocurren-
cies as an inflation hedge, some say
that indirect exposure to Bitcoin,
which has a capped supply, makes
sense. Tengler recommends
Square (SQ), which holds Bitcoin
on its balance sheet. For blockchain
exposure, she likes the exchange-
traded fund Amplify Transfor-
mational Data Sharing (BLOK).
Land/Real Estate
“With inflation, you should have
some ability to raise rents,” says
Christopher Didier, managing
director at Baird Family Wealth
Group. He prefers multifamily
homes, lake properties, and subur-
HIGH
EXPECTATIONS
Household inflation expectations
are at the highest level in a decade
12-month inflation expectations
5.0%
4.5
4.0
3.5
3.0
2.5
2.0
2012 ’14 ’16 ’18
Sources: Apollo Global Management;
University of Michigan
May 17, 2021
ban homes over apartments, pri-
mary residences, and urban dwell-
ings. He also recommends that
clients consider undeveloped land,
or industrial land repurposed for
development, as well as farmland.
Veblen Goods
Scarcity gets a premium price
when inflation kicks in, says Jim
Paulsen, chief investment strate-
gist at the Leuthold Group. With
goods such as luxury watches,
demand tends to rise as prices
do—the so-called Veblen effect.
Consider the price of an Aude-
mars Piguet Royal Oak Jumbo
15202ST, which rose 57% in value
from November 2018 to November
2020, according to data from
Watch Price Trend. Since then, the
watch is up 89% to roughly
$100,000. In a sign of rising de-
mand for luxury watches, Swiss
exports of watches rose 37% from
a year earlier, the fastest rate since
2010, Bloomberg data show.
Collectibles
Steve Ivy, CEO of Heritage Auc-
tions, the world’s third-largest auc-
tion house, says that over the past
year, all categories of the roughly
$75 billion global collectibles mar-
ket (not including fine art) are up
significantly, as inflation concerns
increase and fiscal stimulus means
people simply have more money.
The value of rare coins and
comic books has risen by about
20%, while baseball cards are up
15% to 40%, to name a few catego-
ries. There are costs to storing col-
lectibles as well as tax and liquidity
considerations, so Ivy says inves-
’20
tors should plan on holding them
for at least 10 years. —L.B.
 May 17, 2021
S I Z I N G U P S M A LL- CA P S
An Unlikely Hero
In Realty Revolution
Realogy, a stalwart of the old guard, has changed its ways to keep pace
with rivals and cash in on the nationwide housing boom
By SHAINA MISHKIN
W
hether it’s lumber, ap-
pliances, or home-
builder stocks, housing
plays have been red-
hot. But there’s an odd
exception to the
broader housing rally:
Shares of the country’s largest real
estate brokerage remain cheap.
Realogy Holdings (ticker: RLGY),
owner of familiar brands like Century
21, Coldwell Banker, and Corcoran,
has rebounded from pandemic lows
but still trades at just a third of its
all-time high. Realogy also operates a
mortgage business that originates
purchases and refinances home loans.
The stock could be the one bargain left
for investors in search of exposure to
the housing boom.
As the spring home-buying season
heats up, Realogy’s 327,500 affiliated
agents are in high demand. Their com-
missions generate the bulk of Real-
ogy’s revenue, which jumped 32% in
the first quarter to $1.5 billion. Real-
ogy’s agents represented buyers or
sellers in an estimated 16% of all U.S.
home sales over the past 12 months.
Despite the favorable backdrop,
Realogy trades at just 6.3 times earn-
ings estimates for the next 12 months,
less than half its five-year average.
That’s cheaper than Re/Max Hold-
ings (RMAX), a smaller real estate
franchise holding company that fetches
15.6 times forward earnings. And it’s
Illustration by Daniel Hertzberg
significantly less expensive than more
tech-forward residential housing play
Zillow Group (Z), which changes
hands at 87 times estimated earnings.
Realogy sales are forecast to rise
20% this year, to $7.5 billion, with
earnings per share of $2.96, compared
with a loss of $3.13 last year because of
the Covid downturn.
Realogy is well aware of its percep-
tion as the legacy player in the fast-
changing brokerage field. “Convincing
people that a longtime market leader is
actually leading the transformation of
an industry is a very difficult thing,”
Realogy CEO Ryan Schneider says.
The company is making progress,
however, through investments in its
digital title business, productivity
tools for agents, and RealSure, its an-
swer to home-flipping platforms for
what’s become known as iBuying.
Nevertheless, Wall Street remains
lukewarm on Realogy. Of the six ana-
lysts who cover the stock, just two rate
it Buy or an equivalent, according to
FactSet. The lack of enthusiasm could
be an opportunity for investors, espe-
cially if the housing market stays hot.
“There are very few ways to di-
rectly benefit from home prices going
up,” says Evercore’s Stephen Kim, the
Street’s most bullish Realogy analyst.
He has a Buy rating, with a price tar-
get of $29, or 68% above the stock’s
recent close of $17.21.
Schneider says Realogy’s long his-
Realogy Holdings
Residential real-estate services company
Headquarters: RLGY (NYSE)
Madison, N.J.
Recent Price: $17.21
YTD Change: 31.1%
2021E Sales (bil): $7.5
2021E Ebitda* (mil): $864
2021E EPS: $2.96
2021E P/E: 5.8
Market Value (bil): $2.0
Dividend Yield: None 2017
E=estimate. *Earnings before interest,
taxes, depreciation, and amortization
BARRON’S
“Convincing tory and nationwide footprint still
provide a competitive advantage—but
people that its long tenure is a double-edged
a longtime sword. “Everybody just finds it easier
to look at the new companies,” he says.
leader is One reason is Realogy’s high debt
leading a load, driven by a long history of merg-
ers, licensing agreements, spinoffs,
transforma- and acquisitions, dating back to 1995.
tion is very Realogy went public in 2012, with
more than $7.5 billion in debt.
difficult.” Now, the company is prioritizing
Realogy CEO debt paydown, says Charlotte Simo-
Ryan Schneider nelli, Realogy’s chief financial officer,
who joined the company in 2019. Debt
has gradually fallen, to $3.9 billion at
the end of the first quarter.
Realogy’s dependence on commis-
sions has weighed on investor senti-
ment at a time when Zillow and newly
public Compass (COMP) and Open-
door Technologies (OPEN) are
pushing to disrupt the residential bro-
kerage world. Compass is aggressively
$40
courting agents, while Opendoor and
Zillow are building iBuyer models that
30 buy and sell homes directly, cutting
traditional agents out of the process.
Despite the growth of iBuyers, most
20
home purchases involve a real estate
agent. A recent National Association
10 of Realtors survey finds that 88% of
buyers used one to purchase a home—
0 including 91% of buyers 30 and under.
’18 ’19 ’20 ’21 Realogy skeptics point to the rising
cost of agents. Competition, especially
Sources: Bloomberg; FactSet from Compass, is pushing Realogy to
27
offer more generous commission splits.
Simonelli says that renegotiating
agents’ split of a home-sale profit is a
cost of doing business. “We’re still
growing margins, and the numbers
speak for themselves,” she adds.
Realogy’s higher-end home sales
should provide insulation from further
disruption. The sale of homes priced at
$1 million or above grew by more than
100% in March versus a year ago, ac-
cording to the National Association of
Realtors. Unlike other categories, the
$1-million-plus home market has been
spared a supply crunch—and it’s a
sweet spot for several Realogy brands.
“Our luxury success is a big part of
our market-share gains across our
Sotheby’s International Realty brand,
our Corcoran brand, and our Coldwell
Banker brand,” CEO Schneider says.
The average home sale represented
by a Realogy brokerage agent was
$608,960 in the first quarter—well
above the national average. And the
company’s luxury-market share could
keep growing as home buying picks
up in New York City, in particular,
where Realogy describes itself as a
market leader.
“New York City had the roughest
ride through Covid, from a real estate
standpoint,” Schneider says. “We be-
lieve in New York City, and we can
now see it in the numbers,” he says.
Now investors just need to believe
in Realogy’s stock. B
28 BARRON’S May 17, 2021

THE FUTURE OF FINANCE

Four Views of
What’s Ahead The

FUTURE
For Wall Street
And Investors
Financial markets and the
money-management industry
have changed monumentally in
the course of Barron’s 100-year
history. But what lies ahead for
Wall Street and investors? We
put the question to four of the
women on Barron’s 2021 list
of the 100 Most Influential
Women in U.S. Finance. Mary
Callahan Erdoes, CEO of J.P.

Of
Morgan Asset and Wealth
Management, writes on the
risks and opportunities facing
fiduciaries. Adena Friedman,

FINANCE
president and CEO of Nasdaq,
describes the marketplace of
the future, and Jo Ann Jenkins,
CEO of AARP, argues for a
rethink of traditional retire-
ment planning. Rounding out
our Future of Finance package
is Leslie P. Norton’s interview
with Candace Browning, head
of global research, BofA Secu-
rities. In the pages ahead you’ll
also find the full list of this
year’s 100 honorees.
—Lauren R. Rublin

Illustrations by ROSE WONG

According to...
 May 17, 2021
10 Themes That Will Define
Asset & Wealth Management
E
Mary Callahan
Erdoes
CEO
J.P. Morgan Asset and Wealth Management
J. Pierpont Morgan would be proud
that many of the historical tenets of the
asset- and wealth-management indus-
try still form the bedrock of how
money is managed in modern times.
J.P. Morgan’s first investment fund was
started in the late 1800s to serve Brit-
ish financiers wishing to invest in the
emerging United States of America.
The fund’s 150-year track record is a
testament to our industry’s founding
principle: While the world may change,
clients’ desire for investment expertise
and personalized service won’t.
With that in mind, here are 10 key
themes that we look forward to help-
ing our clients navigate in the future.
1) Price. Ever since I entered the asset-
BARRON’S
management industry, skeptics have
warned that fee pressure will destroy
profitability and detract top talent from
the profession. Fees in every industry
compress at some point. Successful
firms of the future will thrive by either
providing commodity-like products at
scale for near-zero cost, or delivering
hard-to-access insights and exposures
that command a premium. Our indus-
try must strive for continuous improve-
ment on both ends of the spectrum.
2) Scale is a matter of survival.
With compressed pricing, heavy regu-
latory controls, and immense spend
on data, analytics, and risk-manage-
ment tools, firms need a relentless
focus on operational efficiency, a rig-
orous control framework, and a disci-
plined prioritization process around
investments for the future. In this
context, scale is key. Mergers and ac-
quisitions and outsourcing of sub-
scale and noncore capabilities to ser-
vice providers will enable smaller
firms to refocus their efforts back into
their most important asset: talent.
3) Actively advising clients. If we
learned anything from the Covid-19
crisis, it is the need for sound advice
in volatile times. During that time,
thousands of actively managed funds
outperformed their passive alterna-
tives across asset classes and portfo-
lios. While markets may be efficient,
manager selection is key and clients
need guidance. The average industry
return of a balanced portfolio over the
past two decades was 6.4% annually,
while the actual experience of the av-
erage retail investor was only 2.9%, a
stark reminder of how critical hands-
on advice is.
4) Impact and purpose. Portfolio
managers and research analysts have
become essential for investors seeking
to make an impact in the world through
their assets. Over 80% of surveyed
CIOs expressed intent to invest in envi-
ronmentally and socially conscious
companies. Analyzing CEOs and their
management teams is no longer just
about inquiring about their financial
and operational expertise and vision,
but also about the impact they make on
their communities and the planet. Ris-
ing demand for companies that drive
positive change will create a virtuous
cycle of asset allocation for good.
5) Personalization. Today’s investors
want to be intentional, not passive, in
investing. They care about taxes and
want to overweight companies that can
make a difference. They want to avoid
whole sectors, or actively own and vote
on a company’s strategic plans. Giving
clients the freedom to pursue their
very specific objectives in a highly cus-
tomized manner will continue to drive
innovation in our industry.
6) Stable and predictable incomes.
Millions of investors around the world
have come to rely on their investment
portfolios as a stable source of income.
With individuals enjoying longer life
spans and more active lifestyles, espe-
cially during retirement years, asset
managers need to adapt their strate-
gies to provide for a stable and predict-
able flow of income every month.
Along the same lines, saving needs to
start at a young age. Today, less than
40% of Americans have enough sav-
ings to pay for an unexpected $1,000
expense in cash. It is our collective
responsibility to educate and advise on
what is required to cover all of life’s
events and milestones.
7) Understanding China. The pan-
demic has highlighted the interconnec-
tivity of the world and how important
China is to supply chains and new in-
novations. Against this backdrop, it is
29
irresponsible to be a fiduciary of client
capital and not have a deep under-
standing of places like China. It is hard
to imagine having a true grasp of com-
petitive global forces without on-the-
ground insights of the economies, cul-
tures, and politics of re-emerging
global marketplaces. After 100 years of
being on the ground in China, J.P. Mor-
gan is poised to become the first foreign
asset manager to acquire full owner-
ship of a Chinese fund manager, pend-
ing regulatory approval. That kind of
commitment will contribute massively
to our global research network.
8) Technology drives everything.
To adapt to the velocity of progress and
change, technology is providing our
industry access, speed, and agility like
never before. With more technologists
than Google and Facebook combined,
J.P. Morgan invests over $12 billion an-
nually in technology to help empower
our clients and employees to work
faster and more seamlessly in ever-
changing markets. We need to be for-
ward thinking and have the ability to be
a disruptor. Agile, collaborative partner-
ships between technologists and their
businesses will drive innovation and
speed to market at an exponential pace.
9) Access. With a global footprint and
a full suite of investment vehicles,
asset managers must continue to focus
on enabling first-time investors to
invest in previously inaccessible areas.
We are finding ways to provide more
opportunities, more choice, and more
power to people. Investments once
only available to the largest investors
in the world are now being accessed
by the everyday investor. Democrati-
zation of markets should create better
outcomes for investors of all sizes.
10) A new flexibility. Our industry
adapted quite seamlessly to a previ-
ously unimaginable work-from-home
scenario. As such, increased flexibility
will broaden talent pools and should
promote greater diversity. While never
losing the apprenticeship nature of our
business, we should continue to find
new ways of working with one another
to generate even greater success.
In coming years, the industry’s
winners will remain obsessed about
their fiduciary responsibilities. As
stewards of capital, the ability to lever-
age technology and scale to deliver the
same extraordinary experience for
every investor, with $100 or $100 mil-
lion, is now within reach. B
30 BARRON’S May 17, 2021

The 100 Most

tion programming interface] solutions
meaningfully enhanced our scalability.
Many of our less latency-sensitive

Influential
functions—such as our front-end or-
der and execution management system
for trading options and stock options,

Women in
and our trading-data storage—are
cloud-native. This provides us instant
scalability and critical resiliency dur-
ing turbulent market environments.

U.S. Finance We have an opportunity to tackle

the next challenge: leveraging our
next-generation cloud-native solutions
to support high-throughput, ultralow
For the profiles, go to Barrons.com/women-in-finance
latency core exchange systems to the
cloud, realizing full end-to-end ex-
change on cloud infrastructure. While
Anne Ackerley there remain engineering hurdles to-
Head of Retirement Group,
BlackRock day, they are breaking down with ac-
celerating technology innovation. We
Anu Aiyengar are confident that we can enhance the
Global Co-Head, Mergers & Acquisitions,
J.P. Morgan integrity, resilience, and scalability of

Building a Stronger, Fairer,

the exchange ecosystem in the next
Nandita Bakhshi
CEO, Bank of the West/Co-CEO, BNP Paribas USA,
several years by embracing the cloud.
Bank of the West/BNP Paribas USA Beyond the cloud, we see positive
ways to leverage artificial intelligence
Christine Benz
Director of Personal Finance/Senior Columnist,
Morningstar

Afsaneh Mashayekhi Beschloss

More Transparent Market and machine learning to strengthen
and improve how our markets
operate—both in terms of handling
Founder, CEO, more data intensity and improving
RockCreek Group
market quality and efficiency. Many
Catherine P. Bessant days early in the pandemic, it is impor- challenges in operating markets are
Chief Operations and Technology Officer, tant now to take steps today to future- beyond human scale, from the number
Bank of America
proof our infrastructure, build new mar- of daily decisions, to the density of
Rupal J. Bhansali ketplaces, and ensure a fair and level information, to speed of change. All
Chief Investment Officer, Portfolio Manager, International and playing field for all market participants. could be handled more efficiently
Global Equity Strategies, Ariel Investments
through technology. For example, we
Lael Brainard Strengthening market infrastructure are making positive strides in apply-
Member, Board of Governors, Just as broadband is now considered ing AI and machine learning to our
Federal Reserve Adena core to our national infrastructure, the market-surveillance efforts to maintain
Thasunda Brown Duckett Friedman cloud will play an important role in and improve market integrity. Addi-
CEO, President, CEO building the next frontier in market tionally, by using AI-controlled order
TIAA
Nasdaq infrastructure. The cloud is a neutral, and routing, options exchanges could
Candace Browning secure infrastructure that allows inter- lower the technological and informa-
Head of Global Research, nal and external stakeholders to share, tion barriers to entry in execution.
BofA Securities
analyze, and act on data, creating
Jane Buchan Markets are changing, and fast. greater insight and driving value. To- Building new marketplaces
CEO, The tech revolution in finance is only day, most retail investors already buy The growth and maturation of cloud
Martlet Asset Management
picking up speed, and the Covid-19 and sell equities via cloud-native mo- infrastructure and the API economy
Kaitlyn Caughlin pandemic has been a major accelerant. bile apps and platforms. Yet the data is also creating possibilities to build
Head of Portfolio Review, Retail investor participation is on the and trading applications to which these new markets by allowing for rapid
Vanguard
rise, new digital trading platforms are next-generation services connect are and virtually infinite scalability.
Joyce Chang rapidly gaining popularity, and still housed in an on-premise environ- These new marketplaces—which can
Chair of Global Research,
J.P. Morgan
emerging asset classes are reaching ment or a combination of on-premise be anything from digital assets, to
new levels of maturity and adoption and cloud. real estate, to dynamic pricing for
Margaret Chen by institutional investors. We already see enormous benefits concert tickets, to inventory manage-
Global Head, Endowment & Foundation Practice,
Cambridge Associates
If managed thoughtfully, these from moving market data to the cloud. ment for restaurants—need to be able
changes hold the promise to facilitate For example, when we experienced to scale resiliently while also provid-
Suzanne Clark even stronger, more accessible markets our 10 most active trading days on ing a seamless workflow throughout
President, CEO,
U.S. Chamber of Commerce
for all participants. A big part of Nas- record last year during the early days the entire trading life cycle. They also
daq’s job today is to ensure that all par- of the pandemic (peaking at about 62 require infrastructure technology
Cynthia Clemson ticipants can rely on markets that are billion orders, trades, and quotes in a that allows for the frictionless cre-
Co-Director, Municipal Investments,
Eaton Vance Management fair, safe, and transparent. While the single day across Nasdaq’s equities ation of assets, the ability to match
systems that underpin markets proved and options markets), our cloud- buyers and sellers with ease, and the
highly resilient during the most volatile hosted data-storage and API [applica- seamless settlement and custody of
May 17, 2021
the asset and funds.
This is an area where we are ap-
plying decades of expertise and tech-
nology know-how as a market infra-
structure operator. For example, last
year, we launched an end-to-end
software-based platform to operate
marketplaces in a cloud environ-
ment with turnkey infrastructure
components and a platform to plug
and play as new marketplaces build,
adapt, and expand their business.
There is massive opportunity
to drive better trust, participation,
and resiliency in other industries
that might have less digital and
more opaque structures in place.
Ensuring fairness, transpar-
ency, and accountability
New technologies often give rise to a
new generation of criminals who seek
to exploit them. Criminal activity has
been on the rise as e-commerce and
digital banking have grown, and has
accelerated during the pandemic. A
2011 estimate from the United Na-
tions suggests that more than $2 tril-
lion is laundered through the finan-
cial system annually. A more recent
estimate from E&Y puts that number
closer to $3.5 trillion.
Nefarious actors have no rule
book. They have access to the most
advanced technology available to
perpetrate their criminal activity. It
is critically important that financial
institutions also have access to the
best possible technology to protect
the integrity of the financial system.
The good news is that cutting-
edge solutions, driven by advanced
algorithms and machine learning,
can close the gap between the crimi-
nals and companies and law enforce-
ment. Nasdaq is making substantial
investments in anti-financial-crime
solutions, including the acquisition
of Verafin, that reduce complexity
and cost for banks and brokers,
while also improving the efficacy
of the technology to identify and
mitigate criminal behavior.
Despite the challenges the world
faced over the past year, the capital
markets have been a bright spot,
both in facilitating capital-raising
to support businesses and entre-
preneurs, and by providing robust
trading infrastructure to support
investors. The past year has trans-
formed the world, but with this
transformation comes an opportu-
nity for positive change. Our role at
Nasdaq is to embrace this change. B
BARRON’S 31
Abby Joseph Cohen
Advisory Director/Senior Investment Strategist,
Goldman Sachs Group
Stephanie Cohen
Global Co-Head, Consumer & Wealth Management,
Goldman Sachs Group
Stacey Cunningham
President,
NYSE Group
Mary Daly
CEO, President,
Federal Reserve Bank of San Francisco
Sonal Desai
Chief Investment Officer,
Franklin Templeton Fixed Income Group
Anne Dias
Founder, CEO,
Aragon Global Management
Suzanne Donohoe
Global Head of Strategic Growth,
KKR
Rethinking Attitudes on
Stephanie Drescher
Senior Partner/Global Head of Client and Product Solutions,
Apollo Global Management
Aging and Retirement Céline Dufétel
Chief Operating Officer, Chief Financial Officer,
T. Rowe Price Group
Mary Callahan Erdoes
CEO,
J.P. Morgan Asset and Wealth Management
Think of it another way: Picture a Anne Finucane
10-year-old child. That 10-year-old Vice Chairman,
today has a 50% chance of living to Bank of America
104. And the older she gets, the more Dawn Fitzpatrick
the odds rise. Chief Investment Officer,
Soros Fund Management
The question the retirement and
financial-services industries must ask Jane Fraser
is: What can we do—not only to help CEO,
Jo Ann people afford their longer lives—but Citigroup
Jenkins to help them thrive as they age, even Adena Friedman
CEO as a 104-year-old? How can we create President, CEO,
Nasdaq
AARP innovative solutions that help people
live better throughout their lives? Marcie Frost
One answer is that instead of “sav- CEO,
Calpers
ing for retirement,” we should think
In 2020, the world was turned in terms of “saving for life.” I believe Karina Funk
upside down by the Covid-19 pan- that the financial-services industry Partner/Head of Sustainable Investing,
Brown Advisory
demic. But 2020 also marked another can provide the tools, resources, and
milestone that will change our world: solutions people need, but that re- Kristalina Georgieva
The number of people 65 and older quires rethinking attitudes about Managing Director,
International Monetary Fund
outnumbered children under age 5 aging and retirement.
for the first time in history. And this The first step is to create a new Kelly Granat
is just the beginning. mind-set around aging. The tradi- Portfolio Manager,
Lone Pine Capital
Our ability to live longer, healthier, tional view of life was that we’d peak
more productive lives is one of human- in the middle of our lives, retire, and Kirsten Green
kind’s greatest accomplishments. Over go into decline. As we’re seeing at Founding Partner,
Forerunner Ventures
the next two decades, the number of AARP, that isn’t happening as
people age 65 and older will nearly frequently. Tricia Griffith
double to more than 72 million—or People are embracing age as a pe- CEO,
Progressive
1 in 5 Americans. And most 65-year- riod of continued growth. Instead of
olds today will live into their 90s. just seeing dependent retirees, we’re Beth Hammack
Global Treasurer,
Some researchers believe that the beginning to see a new type of experi- Goldman Sachs Group
first person who will ever live to 150 enced, accomplished workforce. In-
is alive today. stead of seeing expensive costs, we’re
32 BARRON’S
THE 100 MOST INFLUENTIAL WOMEN IN U.S. FINANCE witnessing an exploding consumer
market that is bolstering our economy.
Suni Harford Instead of seeing a growing pool of
President,
UBS Asset Management dependents, we’re seeing the growth
of intergenerational communities with
Carla Harris new and different strengths.
Vice Chairman, Global Wealth Management/Senior Client Advisor,
Morgan Stanley Yet, while many people are rethink-
ing ways to approach their longer,
Teresa Heitsenrether healthier lives, one of the things they
Global Head of Securities Services,
J.P. Morgan fear most is that they may outlive their
money. Unfortunately, for many peo-
Seema Hingorani ple, this fear is a very real one.
Founder, Chair,
Girls Who Invest Although life expectancy contin-
ues to increase, individuals and
Mellody Hobson industries haven’t yet adapted to the
Co-CEO, President,
Ariel Investments need to earn, save, and manage finan-
cial resources to support longer lives.
Pam Holding A recent survey by New York Life
Co-Head, Equity Division,
Fidelity Investments found that even though many people
express increased confidence in their
Amy Hood
Chief Financial Officer,
Microsoft
ability to achieve short-term financial
goals, they feel like their long-term
goals are still out of reach.
Sandra Horbach
Co-Head, U.S. Buyout & Growth,
At AARP, we believe the time has
Carlyle Group come to change the conversation about
preparing financially for our later
Susan Huang
Co-Head, Global Investment Banking,
years. For many people—especially
Morgan Stanley those who are younger—retirement in
the traditional sense has no meaning.
Katy Huberty
Head of North American Technology Hardware Equity Research, Likewise, the idea of achieving finan-
Morgan Stanley
cial security is also a nonstarter. Hav-
Yie-Hsin Hung ing experienced the Covid-19 pan-
CEO, demic and ups and downs of the job
New York Life Investment Management
market, the stock market, and the real
Christine Hurtsellers estate market in recent years, they
CEO, often view saving for retirement as
Voya Investment Management
an exercise in futility.
Jean Hynes The old model of saving for retire-
Incoming CEO/Manager, Vanguard Healthcare Fund, ment was the three-legged stool repre-
Wellington Management
sented by Social Security, individual
Erika James savings, and employer-provided pen-
Dean, sions. If people had these three
The Wharton School, University of Pennsylvania
sources of retirement income, they
Jo Ann Jenkins could balance their financial demands
CEO, and not outlive their money. It was
AARP
seen as a time of drawing down one’s
Abigail Johnson assets, not building up more.
CEO, That’s why older persons are so
FMR
often seen as a drain on society.
Jennifer Johnson They’re seen as taking money out
President/CEO, of Social Security, not paying into it.
Franklin Resources
They’re seen as taking money out
Karen Karniol-Tambour of the pension system, not adding to
Co-Chief Investment Officer for Sustainability,
Bridgewater Associates
it. As more people work beyond tradi-
tional retirement age, they’re doing
Gunjan Kedia both.
Vice Chair, Wealth Management & Investment Services,
U.S. Bancorp
A key part of that retirement model
that most of us have grown up with is
Stephanie Kelton freedom from work. Today, a key part
Professor of Economics and Public Policy,
Stony Brook University
of extended middle age is the freedom
to work. Many of us want or need to
Sallie Krawcheck continue earning a living, and are
Co-Founder, CEO,
Ellevest searching for ways to make a differ-
ence in society through the work we
do. This requires reimagining work
and breaking down social and insti-
tutional barriers that stand in the
way.
Thinking in terms of “saving for
life” creates a new vision of financ-
ing our future that expands from
saving for retirement to enhancing
our financial resilience, especially
during our traditional retirement
years.
This new vision requires a
model built on four strong pillars:
Social Security—the founda-
tion of financial resilience in our
later years.
Pensions and savings—
Whether through a 401(k), an indi-
vidual retirement account, or other
means, increasing private savings
is critical to achieving financial
resilience throughout our lives.
Health insurance—No one can
be financially resilient throughout
their lives without adequate insur-
ance to help cover the high cost of
healthcare.
Earnings from work—Today,
work is considered a key source of
income during traditional retire-
ment years.
Creating a new pathway to
achieve this vision based on these
four pillars can be a daunting chal-
lenge, but innovative solutions and
tools are emerging to help us
achieve it.
The shared economy isn’t only
helping us to live better; it’s also
providing new sources of income.
Employer-provided financial well-
ness programs are preparing us to
meet the financial needs of longer,
more active lives.
Secure mobile technology is
providing us with tools that make
it easier to access and manage our
money. And, we continue to de-
velop new tools to protect us
against financial fraud.
The goal of financial resilience
is not just the absence of financial
hardship or just squeaking by. It’s
having the means to accomplish
your life goals and purpose.
At AARP, we’re working with
businesses, individuals, and the
financial-services industry to help
people prepare financially for their
future. By rethinking aging and
retirement, we are working to-
gether to create opportunities
for people to generate, save, and
preserve the financial resources
they need to enjoy their longer
lives. B
May 17, 2021
Q&A WITH CANDACE BROWNING,
HEAD OF GLOBAL RESEARCH, BofA
How Wall
Street
Research
Is Evolving
BY LESLIE P. NORTON
The world of Wall Street research
changed dramatically in recent de-
cades, as regulators imposed new
rules on companies and banks to
reduce conflicts of interest and
improve the playing field for Main
Street investors. Then came the
2008-09 financial crisis, which
caused another big wave of mergers
and regulations that reshaped Wall
Street anew. One experienced ob-
server of the scene is Candace
Browning, a former airline analyst
who climbed the ranks to become
head of research at Merrill Lynch,
which was acquired in 2009 by Bank
of America. Browning, who leads
hundreds of analysts, has devoted
her professional life to Wall Street
research. In a recent conversation
with Barron’s, she talked about
weathering the pandemic, and why
Wall Street research is more impor-
tant than ever before. An edited
version of the discussion follows.
Barron’s: What changed in the
research industry over the past
year?
Candace Browning: Obviously,
we had to go from being in-person
to being virtual, not only in terms
of analysts meeting with companies,
but also analysts meeting with clients.
We learned some interesting lessons.
One is that people give you a lot of
Photograph by LAUREL GOLIO
May 17, 2021 BARRON’S 33

Marianne Lake
CEO, Consumer Lending,
JPMorgan Chase

Nancy Lazar
Co-Founder, Chief Economist,
Cornerstone Macro

Aileen Lee
Founder, Partner,
Cowboy Ventures

Linda-Eling Lee
Global Head of ESG Research,
MSCI

Ida Liu
Global Head of Private Banking,
Citigroup

Mindy S. Lubber
CEO and President,
Ceres

Saira Malik
Head of Global Equities,
Nuveen

Anna Marrs
President, Global Commercial Services,
American Express

Kathleen McCarthy
Global Co-Head of Real Estate,
Blackstone Group

Karen McDonald
Managing Director,
Morgan Stanley Wealth Management

Mary McNiff
Chief Compliance Officer,
Citigroup

Mary Meeker
Founder,
Bond Capital

Ann Miura-Ko
Co-Founding Partner,
Floodgate

Penny Pennington
Managing Partner,
Edward Jones

Nancy Peretsman
Managing Director,
Allen & Co.

Jennifer Piepszak
Chief Financial Officer,
JPMorgan Chase

content virtually. You can really sell
an idea, or a house, or a product with-
out ever physically meeting the buyer.
Another was the advantages to
doing things virtually. Let’s say you
wrote a piece about the future of
hydrogen, which we just did, and
found that your clients were very
interested. In the old days, you’d
[organize a conference], have to find
a venue, and plan it two months in
the future. You wouldn’t do a half-
day conference because people had
to get on a plane. In a virtual world,
you do three panels back-to-back,
boom, boom, boom, and people get
what they want. The amount of re-
search consumed in the past year is
up by low-double digits, but the
numbers continue to remain up year
over year, even though it’s now an
anniversary.
Research once played a critical
role for investment banking, and
then to help clients meet CEOs.
What is the role of research in the
age of Zoom?
A vibrant, independent research func-
tion is a very important part of effi-
cient capital markets. Questions that
people ask about companies and
trends, frankly, are not that different Ruth Porat
from 25 years ago. How you answer Chief Financial Officer,
Alphabet
those questions has changed. In the
old days, you’d do channel checks and Kim Posnett
send people to shopping malls Global Head of Investment Banking Services,
Goldman Sachs Group
to count [customers]. Today, you go on
websites and look for hits. It’s up to Carmen Reinhart
good sell-side analysts to come up Chief Economist,
World Bank Group
with their own independent sources of
information. Karin Risi
The ability to look for the next Managing Director of Planning & Development,
Vanguard
big trend is absolutely critical. About
three years ago, we argued that supply Barbara Roper
Director of Investor Protection,
chains would go from global to local. Consumer Federation of America
Photograph by LAUREL GOLIO
34 BARRON’S May 17, 2021

THE 100 MOST INFLUENTIAL WOMEN IN U.S. FINANCE During the pandemic, it started hap- of analyst recommendations. [The hydrogen report. All of these new
pening much faster, but those long- Global Analyst Research Settlement technologies and tools and what the
Dee Sawyer term trends were in place. The inde- between regulators and big invest- world will look like: That stuff is
Head of Individual Investors & Retirement Plan Services,
T. Rowe Price Group pendent assessment of a company’s ment firms addressed conflicts of much more popular because techno-
prospects continues to be a very im- interest related to financial-analyst logical change is so rapid. On the
Beth Seidenberg portant function. You’re seeing a re- research recommendations.] micro side, [we will be] using data for
Founding Managing Director,
Westlake Village BioPartners naissance in the number of initial channel checks, and to predict trends
public offerings. Having great analysts Let’s talk about ESG, an increas- in other industries. We’ve built a se-
Michelle Seitz on the deals who understand the com- ingly important trend in Wall ries of 75 proprietary indicators that
Chairman/CEO,
Russell Investments pany and its prospects is very impor- Street research and corporate give you a signal ahead of something
tant to companies. Analysts are inti- reporting, but an area in which being released. We call it Global Pro-
Katrina Sherrerd mately involved in assessing the metrics haven’t been standardized. prietary Signals, or GPS. Today, 92%
CEO,
Research Affiliates prospects of new companies, and Our work has shown that incorporat- of them are either neutral or bullish,
they’re looking at those prospects ing ESG metrics into the evaluation which is the highest reading ever.
Kathleen Smith through the investor lens. of a portfolio and a stock can improve
Co-Founder,
Renaissance Capital returns. Which metric didn’t you What’s your economic outlook?
Many buy-side investors and ana- incorporate? How do you measure Reshoring was obviously big, a func-
Joan Solotar lysts say they never look at Wall ESG results? Is it good or bad to have tion of the trade wars between China
Global Head of Private Wealth Solutions,
Blackstone Group Street research. temporary workers, or to do animal and the U.S. But the role of factory
The portfolio managers may not be testing? Savita Subramanian, our automation was very important, as
Liz Ann Sonders paying attention to Buy, Neutral, or equity strategist and head of ESG, was the whole ESG factor, and the
Chief Investment Strategist,
Charles Schwab Underperform recommendations. But has really centered on looking within pandemic. So the reshoring theme is
do they use the sell side as a source of sectors and quantitatively figuring very alive. Coming out of reshoring
Mary Ellen Stanek
Chief Investment Officer,
industry knowledge? Absolutely. Do out which variables are most associ- was a theme of increased capital
Baird Advisors they use the sell side as a source of ated with return on equity and earn- spending: You need to invest in facto-
understanding what the market ings volatility. ries and production inside the U.S.
Elizabeth Stark
Co-Founder, CEO,
thinks about a stock? Absolutely. If We’ve built something called an We’ve also been using our recon-
Lightning Labs you look at the number of clicks on ESG meter, which looks at sectors, naissance teams, our credit-card
our research, the buy side is reading and the companies within those data, to look at the power of the con-
Savita Subramanian
Head of U.S. Equity Strategy & Quantitative Strategy, it. So what they’re really saying is sectors, through an ESG lens. We’ve sumer coming out of the pandemic.
BofA Securities
they make up their own minds on the almost finished rolling it out. For So, our GDP forecasts were substan-
Sarah Tavel stock. They use the really in-depth example, we looked at Boeing [ticker: tially ahead of the consensus. We
General Partner, earnings models that we do. And a BA], and at the fundamental gover- were able to see the strong pickup.
Benchmark
highly sophisticated quant fund nance and makeup of the board, and There’s a very strong cocktail of
Dana Telsey might use [the investment recom- saw how that related to safety records both the stimulus and the end of
CEO, mendations], as might a private and the culture of the company. lockdown.
Telsey Advisory Group
client, to measure the suitability We think that economic growth
Susan Thompson or quality of their portfolio. What do you see in the future of will be quite strong. We don’t see an
Head of SPDR Americas Distribution, research? imminent increase in interest rates.
State Street Global Advisors
Regulations, including MiFID [the Two things: one macro, one micro. Now, in 2022 and 2023, there could be
Margaret Vitrano European legislative framework to Big-picture thematic research, or some challenges. Obviously, the costs
Managing Director/Portfolio Manager, regulate financial markets and im- what the future will look like, is more will be much more difficult. For the
ClearBridge Investments
prove investor protection], have popular. I mentioned our recent foreseeable future, we see strong eco-
Anne Walsh changed how clients pay for re- nomic growth, but there could be a
Chief Investment Officer, Fixed Income, search, which affects large global hangover effect after this very strong
Guggenheim Investments
firms. What new regulations do cocktail that we had.
Elizabeth Warren you see coming?

“Big-picture
U.S. Senator (D., Mass.), MiFID affects clients who have pro- You were a well-known airline
U.S. Congress
fessionals in the European Union, analyst for years. What do you
Carolyn Weinberg including many of the large [invest- foresee for the world of travel?

thematic
Global Head of Product for iShares and Index Investments, ment] firms. It’s not as big a number Short-haul travel will recover much
BlackRock
as you might think. And the payment more quickly than long-haul. Having
Meryl Witmer mechanisms for research in the U.S. said that, over the next 18 months to
remain unchanged. The American
research, or 24 months, I think you’ll a strong re-
General Partner,
Eagle Capital Partners
perspective is more pro-research- bound in international travel. I don’t
Cathie Wood and-development, in general, and think anybody knows if we’ll get up to
CEO, CIO,
ARK Investment Management
that it’s very important for the
growth of an economy. The European what the future the levels we had previously, particu-
larly in business. Leisure could make

will look like, is

Janet Yellen view is less R&D-focused. up for that. People may take more
Treasury Secretary,
U.S. Department of the Treasury
If clients were overspending on leisure trips. They may say, you know
research, it would come out in terms what, life’s too short, I figured that

more popular.”
Ivy Zelman of fund performance. I don’t see any out. There are a lot of unanswered
Co-Founder, CEO,
Zelman & Associates dramatic changes [in regulation]. The questions.
global settlement created more trans-
parency and accountability in terms Candace Browning Thanks, Candace. B
May 17, 2021
THE EC ONOMY
Rx for Retiree Savings:
Increase Spending
On Federal Healthcare
T
he U.S. government
spends more on
healthcare as a share
of national income
than any country
except France. That
money doesn’t do
much for Americans’ physical well-
being, but new research shows that it
does wonders for many Americans’
financial health: getting onto Medicaid
or Medicare leads to fewer unpaid bills
and less debt in collection.
Expanding those programs could
help address America’s retirement
savings shortage, even if it would do
little to improve health outcomes.
According to Fidelity’s latest Retiree
Health Care Cost Estimate, a 65-year-
old, opposite-gender couple retiring
this year can expect to spend
$300,000 throughout retirement to
cover health and medical expenses
above and beyond Medicare’s existing
coverage. But as of 2019, the median
American age 65 and older held less
than $60,000 in financial assets.
Almost a quarter of U.S. consumer
spending goes to doctors, hospitals,
health insurers, drugmakers, and other
providers of goods and services for
treating the sick. Add in spending on
new hospitals and medical equipment,
and healthcare constitutes about a sixth
of the U.S. economy. About half of that
spending is financed by the government
through Medicare, Medicaid, the De-
partment of Veterans Affairs, and vari-
ous subsidies for private health insur-
ance, while the other half is financed
directly by employers and consumers.
Taken individually, Americans’ pri-
vate spending on healthcare and the
BARRON’S
What we get for our healthcare spending: For the
average American born today, 5½ fewer good
years than the child born in another rich country.
outcomes, but that’s not what happens.
Part of the problem is that Americans
are exposed to higher rates of violence
and eat worse diets. People who get sick
and injured more often and more se-
verely need more healthcare. Until that
changes, Americans will need to spend
more on healthcare than the French or
South Koreans to achieve comparable
levels of physical well-being.
The extra money that Americans
spend either doesn’t help or isn’t suffi-
cient to address the scope of the coun-
try’s public health challenges. Even with
their higher health spending, Ameri-
U.S. government’s spending on health- cans enjoy significantly fewer years of
care are each within the norm estab- good health compared with their coun-
lished by other rich countries. What’s terparts in other rich countries. The
unusual is America’s combination of average American born today is ex-
French government largess with Dutch pected to live 5½ fewer good years than
and Swiss private spending, which the typical child born in another rich
means that the total share of national country. Americans who make it to age
income devoted to caring for the sick 60 can expect to have 13.5% fewer good
By Matthew C.
and disabled is more than twice what’s
typical in the rest of the rich world.
years left compared with people in peer
countries, on average.
Klein All of that money might be worth- The reason for the higher spending
while if it generated superior health is that Americans pay much higher
prices for medicine, pay much higher
America on Top
wages to doctors and nurses, and pay
the workers and investors who occupy
U.S. government spending on healthcare as a share of
gross domestic product was second only to France.
America’s inefficient healthcare bu-
reaucracy. Reducing those costs would
Public Private
involve significant and unpopular so-
cial changes, such as slashing the pay
France of people who just sacrificed so much
on the front lines of the pandemic.
U.S.
Given all of this, it’s not obvious
Germany why anyone would want the U.S. gov-
U.K.
ernment to spend even more money on
healthcare. Perhaps the best argument
Japan for that comes from research by econo-
Canada mists who focus on consumer credit.
Public money spent on healthcare may
Denmark
not make anyone physically healthier,
Austria but it does wonders for consumers’
Norway financial health.
When economists Luojia Hu, Robert
Sweden
Kaestner, Bhashkar Mazumder, Sarah
Italy Miller, and Ashley Wong of the Federal
Spain
Reserve Bank of Chicago, the University
of Illinois, the University of Michigan,
Australia and Northwestern University looked at
South Korea the impact of Medicaid expansion that
was part of 2010’s Patient Protection
Switzerland
and Affordable Care Act, they found
Netherlands that the people who were most likely to
0% 5 10 15 benefit experienced a sharp drop in “the
Source: OECD for 2017 number of unpaid bills and the amount
35
of debt sent to third-party collection
agencies” compared with otherwise
similar people who lived in states that
chose not to expand Medicaid.
New research from Paul Goldsmith-
Pinkham, Maxim Pinkovskiy, and Jacob
Wallace of Yale University and the New
York Fed looks at what happens when
Americans become eligible for Medicare
at age 65. At the national level, the two
most obvious changes are that the share
with health insurance jumps to 100%
and the amount of debt in collections
drops sharply. Americans with the most
debt in collections benefit most.
The improvement in financial
health is largest in the places where the
largest number of Americans ages 60
to 64 lack health insurance, have the
worst physical health, and are more
likely to be cared for in for-profit hos-
Studies show
that healthcare
spending helps
consumers more
than patients.
pitals: mostly Nevada, Texas, Appala-
chia, and the Deep South. Without
Medicare (or Medicaid), these near-
elderly Americans incur onerous con-
sumer debts to cover their health ex-
penses. When the government spends
on their behalf, however, their financial
situation immediately improves.
Shifting even more healthcare fi-
nancing from the private sector to the
public sector—as some Democrats are
pushing for—might not improve access
to care, lower costs, or make Ameri-
cans healthier, but it could still help
many Americans by making it easier
to stay out of debt and on top of bills.
While the government might have to
run a larger deficit to make it happen,
consumers would have less need to
borrow and greater ability to save,
keeping total debt flat. It’s just what
the personal finance doctor ordered. B
36
T E CH T RADER
Bullish on Used Cars.
Plus, Fubo’s Big Bet.
I
n one of the stranger side ef-
fects of the ongoing shortage of
semiconductor components,
there’s suddenly a rip-roaring
bull market in used cars. The
chip shortage has forced auto
makers to curtail production,
just as the economy is picking up.
Dealers can’t keep enough supply,
which has spurred car shoppers to
consider other options. And that has
triggered a huge run on jalopies.
According to auto-auction company
Manheim, wholesale used-vehicle
prices jumped 8.3% in April from
March, bringing the 12-month increase
to 54.3%. On a unit basis, preowned-car
sales rose 69% in April from the total a
year earlier, slashing inventory. Man-
heim reports that the retail supply hit
115 days in April 2020, and now stands
at a thinner-than-normal 33 days.
That’s good news for a trio of play-
ers in the emerging online used-car
business—in order by size, Carvana
(ticker: CVNA), Vroom (VRM), and
Shift Technologies (SFT).
Carvana, with its infamous used-car
vending machines, is the established
leader. Carvana has been public since
2017, and the stock recently had a
mighty run, tripling since March 2020.
With a market cap close to $40 billion,
Carvana is valued at four times ex-
pected current-year sales; it has twice
the valuation of offline car dealer Car-
max, but less than half the sales. The
other two are new to the public market.
Vroom’s initial public offering was in
June; Shift merged into a special pur-
pose acquisition company in October.
Both Vroom and Shift are worth a
look. Vroom last week posted first-
quarter revenue of $591 million, up
57% and ahead of the Street consensus
at $518 million. Online unit sales were
up 96%. The average price for cars sold
BARRON’S
online was $26,336, 7.4% below the tab
in April 2020. But profit per vehicle
was up 14.2%, to $2,054. The company
lost money in the quarter, but less than
the Street had feared.
Vroom sees further improvement,
projecting second-quarter revenue of
$618 million to $640 million, ahead of
the prior Street consensus of $601 mil-
By Eric Savitz lion. Vroom expects average prices to
ratchet up to the $27,000 to $28,000
range, with profit per car reaching
$2,500 to $2,600. JMP Securities ana-
lyst Ronald Josey, who has a Market
Outperform rating on Vroom, last week
upped his target to $55, from $48, a
potential 50% gain. “With used-car
demand likely to remain elevated,
given new-vehicle inventory short-
ages…the company can sustain these
high levels of growth as it takes share
from legacy dealers,” he says.
Shift is smaller but growing faster,
with March-quarter revenue of $106
million, up 254%, and ahead of the
Street consensus of $94.5 million. To-
tal units sold were 5,979, up 181%.
“Fubo is betting that
it can take a slice
of legal sports
gambling, while
using free games
to drive subscribers
to FuboTV. ”
Used-car prices jumped 8.3% in April from March,
a 12-month increase of 54.3%. On a unit basis,
used-car sales rose 69% in April from a year ago.
Gross profit per car was $1,655, more
than triple the year-earlier quarter’s.
Shift sees Q2 revenue of $125 million,
up nearly 300%, with adjusted gross
profit per car of $2,000 to $2,200.
Shift CEO George Arison told Bar-
ron’s this past week that several factors
had contributed to the strong quarter.
The company, struggling to hire skilled
personnel, used outside partners to
recondition some cars during the pan-
demic, elevating costs. But he says the
problem was solved faster than ex-
pected. And a marketing campaign
launched in mid-February is boosting
consumer interest.
Benchmark analyst Michael Ward
has a Buy rating and a $14 target on
Shift, implying a potential double. He
thinks it makes sense to value these
companies on a multiple of sales basis.
Shift, by that measure, is the cheapest;
Vroom trades for two times current-
year sales; Shift, 1.4 times. “Carvana
has been able to grow at the fastest pace
of the group and trades at a significant
premium,” he writes in a research note.
“Growth in 2021 and 2022 for Shift
should be the highest of the group, and
the current multiple is the lowest.”
With the chip shortage and the
crunch on auto production likely to
May 17, 2021
last for multiple quarters, conditions
are ripe for further growth at both
Vroom and Shift.
F
uboTV (FUBO) offers an in-
triguing but speculative bet on
the future of streaming sports.
Fubo is a virtual MVPD, or
multichannel video programming dis-
tributor, a “skinny bundle” alternative
to legacy cable services. Competing
with YouTube TV and Sling, Fubo posi-
tions itself as the best offering for sports
fans, with more than two dozen sports-
related channels and a particular em-
phasis on European and Latin Ameri-
can soccer. The company went public in
October at $10, traded as high as $62 in
December, and is now under $20.
Fubo complicates its story with
sports gambling. The company has
sports-book licenses in three states—
Indiana, Iowa, and New Jersey—and
plans to launch a free-to-play gaming
app in the third quarter, with real gam-
bling to follow. Fubo’s bet: It can take a
slice of legal sports gambling, while
using free games to drive subscribers to
FuboTV. There’s logic here: Sports
gamblers watch sports on the tube.
Fubo shares bounced last week on
solid March-quarter results. Revenue
was $119.7 million, up 135%, year over
year. Ad revenue was $12.6 million, up
206%. The company had 509,430 sub-
scribers, up 105%. Fubo sees full-year
revenue of $520 million to $530 mil-
lion, with 820,000 to 830,000 sub-
scribers.
Evercore ISI analyst Shweta
Khajuria says that Fubo is benefiting
from three trends: cord-cutting, ad
dollars shifting to streaming from
linear TV, and growing demand for
sports betting. If Fubo can take a
single-digit percentage of sports
gambling, she says, it could be a huge
boost to the top line. But the real op-
portunity is to add subscribers—and
ad sales. Given high programming
costs, Fubo makes no money on sub-
scriptions. Khajuria says Fubo is gener-
ating about $8 a year per subscriber in
ad revenue, a quarter of what Roku
makes. She thinks Fubo can hit three
Getty Images
million subscribers and boost ad reve-
nue per user to $14. Her price target is
$30, offering 50% upside from here. B
May 17, 2021 BARRON’S 37

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38
O T H E R VO I C E S
Fix ESG Data or Risk
Trust in Markets
A
fter years of market-
led efforts, U.S. regu-
lators and policy
makers are signaling
interest in advancing
corporate disclosure
on critical sustain-
ability issues, including climate
change. Now is the time to enact an
effective regulatory framework for
environmental, social, and corporate
governance disclosure in the U.S. The
question is not only about what
should be done, but also how to do it.
Investment decisions are fueled
by data. As the CEO of an investment
management firm working across
global capital markets, I can tell you
that the lack of comparable, consis-
tent, and reliable ESG data is a burden
my firm faces daily—and it is putting
trust in the capital markets at risk.
For example, our clients want in-
vestment solutions that mitigate phys-
ical risk due to climate change. When
the operations of, say, a healthcare
facility located in a coastal region or
floodplain are disrupted, there are
likely to be negative impacts on its
financial statements and ability to
provide essential social services. To
get that information, we need to look
at the facility level, and we need a
model for assessing the physical risk
to that facility because of climate
change. Both pose challenges.
The first problem is that company-
reported data are not readily available
for many ESG risks, so investors pur-
chase them from data providers.
While our firm can spend millions per
year on data and research, many retail
investors cannot, nor should they
have to. Fair and efficient markets
need to ensure equitable access to reli-
able ESG information.
The second problem is that the data
BARRON’S
By John Struer we purchase vary widely because
there is no standard for calculating
the physical risk exposure of facilities,
or other ESG factors. Without a regu-
latory framework, companies disclose
ESG information in myriad ways.
When they don’t disclose, data provid-
ers often “fill in the blanks,” com-
The lack of comparable, consistent, and reliable
ESG data is a burden my firm faces daily—and it
is putting trust in the capital markets at risk.
pounding data-reliability and compa-
rability problems.
This data challenge exists for all
ESG issues, not just climate. Thus, it’s
encouraging that under the Biden ad-
ministration, the Securities and Ex-
change Commission has signaled an
appetite for addressing climate disclo-
sure (and recently, invited public com-
ment on how to do so). More broadly,
what does an effective ESG regulatory
framework in the U.S. look like?
Sustainability issues transcend
borders—as do capital markets—so
a disclosure system that meets the
needs of the U.S. capital markets must
also align with international efforts.
As different jurisdictions have unique
needs and regulatory mandates, a
system of separate but interlocking
“building blocks”—in which some
building blocks are global, and some
are regional—would help ensure
international comparability
while also facilitating juris-
dictional specificity. The
U.S. should engage in
ongoing efforts to es-
tablish a global build-
ing block, which key
players, including
the International
Financial Report-
ing Standards
Foundation and
the International
Organization of
Securities Com-
missions, are
leading.
Investors
need a global
system built on
a core that is
industry-spe-
cific and focused
on enterprise value. For
example, standards
from the Sustainability
Accounting Standards
Board, or SASB, iden-
tify the subset of ESG
issues most relevant to
financial performance in
each of 77 industries. Interna-
tional investors with upward of $72
trillion in assets under management
support those standards. Prominent
May 17, 2021
investor associations in the U.S. and
abroad endorse them along with rec-
ommendations from the Task Force
on Climate-Related Financial Disclo-
sures. SASB uses a rigorous and
transparent due process to help the
standards evolve alongside the mar-
kets, which is critical given the dy-
namic nature of ESG factors.
The U.S. also needs a regulatory
framework that covers all financially
relevant ESG factors, not just climate
change. Yes, climate change is an ur-
gent systemic risk, and investors need
improved disclosure on how compa-
nies are managing it.
But the events of 2020—including
the pandemic and protests for social
justice—showed the need for im-
proved data on a variety of ESG is-
sues, such as worker health and safety,
and diversity, equity, and inclusion.
The U.S. needs a regulatory frame-
work for the full range of ESG issues
relevant to enterprise value creation.
Finally, the U.S. needs an ESG regu-
latory framework that is thoughtful
and logical and addresses components
in the right sequence. We first need
issuer disclosure, and then we need
investment product disclosure. Infor-
mation about an investment product
can only be as useful as the informa-
tion about its underlying assets. En-
hanced company-level disclosure
enables enhanced product-level disclo-
sure, providing retail investors with a
clearer understanding of whether an
investment product’s strategy and
investment priorities—including ESG
objectives—meet their needs.
Investors evaluate the attractive-
ness of one company versus another,
or one security versus another, based
on available information. The current
quality of ESG data isn’t fit for invest-
ment decision-making. Now is the
time for the U.S. to seize this opportu-
nity to enhance ESG disclosure. If we
don’t, we hamper the ability of the
Illustration by THE Project Twins
market to do what it’s supposed to do:
provide a critical feedback loop from
investors to corporations, for the pur-
pose of improving competition and
improving outcomes. B
John Streur is president and CEO of Calvert
Research & Management.
May 17, 2021 BARRON’S 39

MAILBAG
Send letters to Mail@Barrons.com. To be considered for The Readback, a podcast taking you
publication, correspondence must bear the writer’s name, inside the latest stories, is available
address, and phone number. Letters are subject to editing. wherever you listen to podcasts.

at market tops. It’s not a black swan

Remembering Briloff
To the Editor:
I very much enjoyed reading “How
Barron’s Writer Abe Briloff Exposed
Companies’ Shady Accounting” (100
Years of Barron’s, May 7). It brought
back fond memories of Prof. Briloff, to
a time in the 1970s when I was one of
his M.B.A. students. As a finance and
investment major, I had taken ac-
counting courses, but his was the only
one that could be described as fasci-
nating. I recall his lesson(s) on pooling
and his calling upon a then-current
fashion trend when he made a specific
reference to the practice as “hot pants
accounting.”
He was a wise, warm, and interest-
ing teacher—the best at Baruch College.
Robert Schwartz
Boca Raton, Fla.
100 Years: The 60/40 Portfolio
To the Editor:
Financial Literacy
To the Editor:
I totally agree with Bob Rose: “On
Barron’s 100th Anniversary, We Look
Ahead as Well as Behind” (Letter From
the Editor, May 7). As an immigrant,
I had very little knowledge of how the
U.S. economy works. I subscribed to
Barron’s a few years back, and my fi-
nancial world has literally changed.
Every time I step into a mall, retail
store, or drugstore, or shop online, I
always think how these companies are
performing. And I always look forward
to reading amazing articles in Barron’s.
And my son, who is 4 years old, now
knows that Dad will be busy reading
Barron’s first thing over the weekend.
Rohit Bhosekar
Harrisburg, N.C.
Cry in the Wilderness
To the Editor:
Like Alan Abelson before him, Ran-
if it’s staring one in the face.
Dr. Owen Reynolds
Haverhill, Mass.
To the Editor:
I came to the U.S. in 1970, the same
year that Forsyth started his career
in journalism as a copy boy. In 1973,
while attending Tulane University’s
M.B.A. program, my finance professor
recommended that his students read
Abelson’s column. I did, and from that
day on I was hooked on Barron’s.
Nazim G. Thawerbhoy
Altadena, Calif.
Copper Hedge
To the Editor:
As a hedge against peak copper prices,
consider Barrick Gold, which mines
both copper and gold (“How the Green
Economy Will Be a Gold Mine for
Copper,” May 7). In the short term,
you can benefit from Barrick’s copper
production, which totaled 93 million

Launchpad I enjoyed the insights from the three

investment experts in “Imagining the
Next 100 Years in Business, Science,
dall W. Forsyth is the voice of one
crying in the wilderness (“Barron’s
Turns 100: How Crisis-Prone Mar-
pounds in the latest quarter. At the
same time, you can hedge against
fiscal- and monetary-policy induced

To the Future
To the Editor:
Your special pullout section on Barron’s 100th anniver-
sary (“What the Past Tells Us About the Future,” May 7)
was really lovely, especially the warm remembrances of
Alan Abelson and Abe Briloff. It was precisely their
style of no-nonsense reporting that made Barron’s the
go-to source for so many of us. In my house, it was in-
deed a “sacred Saturday morning ritual” to read Abel-
son’s column. What could be better than a fresh pot of
coffee and searing incisive financial analysis delivered
with the wit and sarcasm of Groucho Marx?
Back when I was getting my undergraduate degree in
accounting, Prof. Briloff’s two-fisted exposés of financial
skullduggery taught me lessons that stayed with me for
my entire career.
Given what’s going on in today’s markets, with home-
brew financial metrics, robo-advisors, and valuations
that defy reality, one can only imagine the field day these
two would have had with the likes of Tesla, Robinhood,
GameStop, and Dogecoin.
Arthur M. Shatz
Oakland Gardens, N.Y.
and Investing” (Centennial Round-
table, May 7). However, their views on
the downfall of the traditional 60/40
portfolio are off the mark.
Folks in the investment community
have been predicting the death of this
strategy for years. They’ve been
proved wrong, year after year. Despite
record-low interest rates, a bear mar-
ket, high stock multiples, and constant
uncertainty, the 60/40 portfolio has
continued to deliver. It has also out-
paced the performance of many so-
phisticated money managers.
I expect these results to continue in
the future. Stocks offer reliable infla-
tion protection, while bonds provide a
ballast to market volatility as well as
attractive rebalancing opportunities.
This simple approach is sufficient to
help many investors achieve their
goals. It’s also a more prudent strategy
than searching for “exciting opportu-
nities” that often don’t deliver the de-
sired results.
Jonathan I. Shenkman
West Hempstead, N.Y.
kets Shaped the Past 50 Years,” Up & inflation with Barrick’s most recent
Down Wall Street, May 7). Deficits quarterly gold production of 1.1 million
matter, and printing money matters. ounces and an extra-sweet 3.5% divi-
Witness the mother of all bubbles in dend yield.
real estate and the stock market. As Mike Meehan
Ed Yardeni says, nobody rings a bell Bradenton, Fla.
Honoring Education Leaders
Barron’s is celebrating three organizations that helped expand access to
education in a difficult year. Independent judges selected the winners.
PCs for People refurbishes computers for needy families. The non-
profit saw a surge in 2020 and distributed nearly 48,000 computers.
“Even with that, the demand for computers is 10 times greater than
the supply,” says Bryan Mauk, chief innovation officer. The Last Mile
teaches coding to incarcerated people, who must learn without their
own computers. Sydney Heller, chief program officer, says he has seen
students “return to class with dozens of pages of handwritten code.”
Graduates boast an 85% employment rate at companies such as Slack
and Zoom. T-Mobile’s Project 10Million has connected 2.2 million
students to the internet since September. It aims for 10 million. The
initiative works with school districts to provide free high-speed data.
A June 8 ceremony will honor the three. Tickets, which benefit Junior
Achievement, are available at ja.org/barrons. —Janet H. Cho
40 BARRON’S May 17, 2021

THROUGH
DEPRESSIONS
AND RECESSIONS.
WE THRIVE.
Since 1922, we’ve not only survived through
turbulent markets—we’ve grown. Namely, by
pursuing a long-term investment philosophy,
and fully supporting our financial advisors
and associates. All while remaining one of
the industry’s last privately held partnerships,
accountable only to our 7 million clients.
Meet the Edward Jones of now.

Visit edwardjones.com/knowmore

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Kit Sundararaman, Principal Edward Jones does not discriminate on the basis of race, color, gender, religion,
national origin, age, disability, sexual orientation, pregnancy, veterans status,
Client Insights & Strategy genetic information or any other basis prohibited by applicable law.
MARKET WEEK
May 10 through May 14, 2021

Euro Trader P. M4 Power Play P. M7

Emerging Markets P. M4 Charting the Market P. M9
Striking Price P. M5 Winners & Losers P. M10
Commodities P. M6 Research Reports P. M11
Inside Scoop P. M7 Market View P. M12
13D Filings P. M7 Statistics P. M13

MARKET PERFORMANCE DASHBOARD

Dow Jones Industrials S&P 500 Nasdaq Composite iShares TIPS Bond ETF

34,382.13
52-wk: +45.16% YTD: +12.34% Wkly: -1.14%
4173.85
52-wk: +45.75% YTD: +11.12% Wkly: -1.39%
13,429.98
52-wk: +48.98% YTD: +4.20% Wkly: -2.34%
$127.75
52-wk: +5.10% YTD: +0.08% Wkly: -0.02%

Inflation Scare Masks Off

2%
The consumer-price index gained 0.8% in The Dow Jones Industrial Average, S&P 500,
April, bringing it 4.2% above its year-earlier and Nasdaq all rose on Thursday after rough
level. That sent tremors through stock markets starts to the week. The CDC updated its 1
on Wednesday, while bond yields rose. mask-wearing guidance.
0

-1

-2

Tech Troubles -3
Technology stocks continued Mean Reversion
to sell off on Monday, with the Bond yields dropped on Friday -4
Nasdaq Composite dropping after gaining earlier in the week
2.6%. Gasoline futures rose on higher inflation expectations.
after a pipeline hack. -5
Stock indexes rose again to cut
their weekly losses.
-6
Monday Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics

M
arkets lived up between it and expectations—was simi- to look at changes in personal-con-

THE TRADER to their reputa-

tion for peri-
odic craziness
lar to April’s payrolls, which came in at
just 266,000, well below forecasts for
975,000, the biggest miss on record.
sumption expenditures, says Evercore
ISI strategist Dennis DeBusschere.
Normally, the variation in readings is
this past week. Making matters worse, few would have fairly small, with the volatility of the
But it’s the predicted either the inflation or em- measure never more than one standard
economic vola- ployment data given the previous read- deviation above or below the average

A More tility that has the potential to do the

most damage.
ings: March’s CPI had risen 0.5%, just
0.1% higher than expectations, while
since 1990. It’s now 5.5 standard devia-
tions above its average, DeBusschere

Dangerous The S&P 500 index fell 1.4%, while

the Dow Jones Industrial Average
By Ben Levisohn payrolls had come in at 916,000, beat-
ing the consensus by 261,000. “There
says, which never happened even dur-
ing the depths of the financial crisis.

Volatility
dropped 1.1%, and the Nasdaq Com- is unprecedented volatility in the num- With variability like that, it’s hard to
posite was off 2.3%. That might look bers,” says Deutsche Bank strategist predict the future. That makes life diffi-

Threatens
bad, but it was far worse at Wednes- Alan Ruskin. “In a normal stable envi- cult for Federal Reserve Chairman Je-
day’s close, with each index down more ronment, a big miss is 50,000.” rome Powell and the Fed governors,
than 3% on the week after the con- The stock market is supposed to be who can’t look into a crystal ball and
The Market sumer-price index rose 0.8% in April
from March—more than quadruple
volatile. The U.S. economy? Not so
much. But that’s exactly what’s been
decide whether they should stick to
their guns about inflation being transi-
expectations for a 0.2% rise. happening since the pandemic hit. One tory or modify their views, which don’t
The jump in inflation—and the gap way to measure economic volatility is call for the first rate hike until 2024.
M2 BARRON’S May 17, 2021

How the Fed answers that question could Bargain-Hunting in SPACs

decide if the market experiences even more
volatility than it saw this past week.
Up to now, the Treasury market has been
anything but volatile. Yes, the 10-year note
ended the week with a 1.635% yield, higher
than the prior week, but still range-bound.
The ICE BofAML MOVE index, which
tracks the implied volatility of the Treasury
options market, has barely budged. Don’t
expect it to stay that way if the Fed starts
tapering its bond purchases. The volatility
could ripple through bonds and into other
financial markets.
Still, more volatility doesn’t mean that
stocks are headed for a bear market, even if
there are corrections along the way. The
reason: Global earnings are expected to
grow at a 36% clip this year, an astounding
rate, but not one that is uncommon for this
stage of a bull market, says Citigroup equity
strategist Robert Buckland.
The stock market typically has a very
good year when earnings are growing by
The SPAC bubble has popped.
After a three-month run of immense pop-
ularity to start 2021, special purpose acquisi-
tion companies have seen investor appetite
dry up. New issuance has slowed to a trickle.
Those still seeking merger partners have
been hit hard, while those that have com-
pleted mergers have been hit harder.
But every blowup brings opportunity,
and this one is no different. Investors should
use the declines to pick over the carnage and
identify the quality SPAC sponsors still
searching for acquisitions, or those with
just- or still-to-be-completed deals.
Make no mistake, the damage is real. The
Defiance Next Gen SPAC Derived ex-
change-traded fund (SPAK), which holds
more than 230 SPACs and SPAC-merged
companies, is down more than 32% from its
52-week high, while about a quarter of the
stocks it holds have been cut in half from
recent peaks. More than half the companies
are trading below $10, the price where

Earn Extra Income 25% or more; the MSCI All World index
posted positive returns in 2010 and 2004. If
history repeats, 2021 should turn out OK—
nearly all SPACs get priced, which has
caused issuance to dry up. Why would in-
vestors pay $10 for a new SPAC when they
even if investors need to start worrying can buy an existing one for less than that?
Lending Your about 2022, when earnings growth starts to
slow. “This year, earnings are enough to get
Not every SPAC is being shunned, how-
ever. Bill Ackman’s Pershing Square Ton-
us through,” Buckland says. tine Holdings (PSTH) is still looking for a

Fully Paid Shares That’s true even for the highflying growth
stocks that have been getting hit so hard re-
cently—as long as they have earnings. Adam
Parker, founder of Trivariate Research, notes
Starting at $0 Commissions that following large growth selloffs, S&P 500
growth stocks with both free cash flow and
on US listed stocks and ETFs1 expanding margins tend to outperform in the
months ahead. That means favoring stocks
like ServiceNow (ticker: NOW) and Ad-
vanced Micro Devices (AMD) over shares
of Chegg (CHGG) and Twitter (TWTR).
“Buy some growth stocks on the selloff, but
they have to have positive free cash flow and
margin expansion,” Parker says.
Or you could be in for more than just a
little volatility.
merger partner. Ackman has hinted that a
deal with an “iconic” company could be an-
nounced in a matter of weeks. The SPAC has
dropped just 27% from its 52-week high
and, at almost $25 a share, is still trading
well above its $20 IPO price.
Investors should also check out Fisker
(FSR), which completed its merger with
Spartan Acquisition in October. Stocks in
electric-vehicle startups have been among
the worst SPAC performers, and Fisker,
whose first product is an electric SUV, is no
exception—its stock, at Friday’s close of
$10.50, is down about 67% from its 52-week
high of $31.96. The future of Fisker isn’t a
slam dunk. It has no sales and its SUV isn’t

ibkr.com/earnmore Vital Signs

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May 17, 2021
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
Telecommunications
–0.08
–0.44
–0.45
–0.74
–0.75
–1.20
–2.00
–2.25
–2.55
* For breakdown see page M36.
due until late 2022. But it has cash and qual-
ity partners, including auto-parts supplier
Magna International (MGA). Fisker re-
ports earnings on May 17, and any more
good news could propel shares higher.
Then there’s home-industry software
provider Porch Group (PRCH). At $14.98,
its stock is down about 39% from its Febru-
ary 52-week high. Porch has something
many SPACs don’t—actual sales. It last re-
ported revenue of $19.5 million for the fourth
quarter of 2020, and investors will get an
update when it reports earnings on May 17.
Porch trades for about seven times esti-
mated 2021 sales. That’s high, but a dis-
count to other large software companies.
What’s more, home sales are booming,
which should provide a nice tailwind for
the company. Wall Street likes the stock,
too. Four analysts cover it and all four rate
it Buy, with an average price target of about
$26, up more than 70% from Friday’s close.
— Al Root and Nicholas Jasinski
DuPont Is Looking Good
Chemical stocks have been soaring, but
DuPont has been lagging behind its peers.
Its shares look like a smart play on the
coming phase of the economic recovery as
it begins to play catch-up.
It isn’t that specialty chemical producer
DuPont (DD) has performed badly. Its stock
is up 17%, to $83.24, this year, beating the
S&P 500’s 11% rise. But commodity chemi-
cal producers such as Dow (DOW) and
LyondellBasell Industries (LYB) are up
more than 24%.
Investors appear to have forgotten about
DuPont. The Texas deep freeze knocked out
a lot of U.S. chemical production, creating
shortages as well as higher margins for the
likes of Lyondell and Dow, which has re-
turned 18% since Barron’s recommended it
on Feb. 26, while the S&P 500 gained 10%.
Yet DuPont also has a lot going for it.
BARRON’S M3
0.34%
Basic Materials
Utilities
Financials
Health Care
Oil & Gas
Industrials
Consumer Services
HEALTH CARE SECTOR OF
Technology
Consumer Goods
Source: S&P Dow Jones Indices
THE S&P 500 IN ONE ETF
This version of DuPont came out of the
combination of the old Dow and the old Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
DuPont. DowDuPont then split into Dow,
DuPont, and Corteva (CTVA) in mid-2019.
After the split, DuPont merged its nutrition An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
business with International Flavors & prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
Fragrances (IFF).
prospectus carefully before investing.
DuPont is now essentially a chemical 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
results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply.
giant with electronics, automotive, indus-
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.
trial, and construction businesses. These
are all good areas to be in right now. Car ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
sales are booming, semiconductor demand
is at record highs, and new housing starts
in the U.S. are at levels not seen since 2006.
All that is translating into results. Du-
Pont beat first-quarter estimates when it
released earnings on May 4 and raised its
full-year 2021 guidance. RBC analyst Arun
Viswanathan was impressed and raised his
price target to $94 from $89 after the re-
port. He rates the stock a Buy.
But it isn’t just the booming economy
Upgrade
that has Viswanathan feeling optimistic.
DuPont paid down a $3 billion term loan in
February, after the IFF deal closed, and
plans to cut debt by another $2 billion in
your advisor.
May. Its total leverage will be below three
times earnings before interest, taxes, depre-
ciation, and amortization. In March, the
company announced a new $1.5 billion
stock buyback and purchased electronic-
materials company Laird Performance Ma-
terials for $2.3 billion.
DuPont should have staying power, too. Get advice on managing your wealth
Goldman Sachs analyst Robert Koort up- and connect with a top advisor at
graded DuPont shares to Buy from Hold this
past week, writing that he now favors “lon- barrons.com/directory
ger duration growth.” Koort believes DuPont
shares can keep working long after stocks
such as Lyondell, which react more quickly
to an improving economy, have moved. He is
also more bullish than Viswanathan. Based
on his $102 target price, shares could rise
more than 20% over the next 12 months.
Get in while the going’s still good. — A.R. ©2020 Dow Jones & Company. All Rights Reserved. 2E205
M4
EUROPEAN TRADER
Daimler Drives Growth
With New Mercedes EV
By Rupert Steiner
G S
erman auto giant Daimler has
used the global slowdown
during the pandemic to accel-
erate its restructuring plan.
That includes plans to spin off its trucks
and buses unit, rename itself after its
Mercedes-Benz luxury brand, and
make a bigger push into electric vehicles.
The stock (ticker: DAI.Germany) has
lagged behind its peers—gaining 22.5% in
the past five years, to 73.41 euros
($88.71)—compared with a 199% increase
at Fiat and Peugeot combo Stellantis
(STLA), and 74.4% at Volkswagen
(VOW3.Germany).
While the shares are up 143% in the
past year, investors might not have fully
factored in the potential of Daimler’s
transformation into an electric vehicle
player to rival Tesla, and the benefit of
the global semiconductor shortage that
has restricted supply. The chip shortage
means Mercedes-Benz has raised prices
and increased margins because it has
used its limited semiconductor supply in
its costliest vehicles.
“These factors do not seem to be prop-
erly priced in,” says Michael Found-
oukidis, an analyst at investment firm
Oddo. “There is still further substantial
upside, despite the stock’s excellent run
in the past 12 months.”
Stephen Reitman, an analyst at Société
Générale, expects the stock to rise 44%,
to €106, on the back of the new electric
luxury sedan, the 2022 Mercedes EQS—
an upscale challenger to Tesla. The EQS
is expected to be available this summer at
prices starting at about $100,000, ac-
cording to estimates by Reitman.
Mercedes currently sells three electric
vehicles, and the EQS will be a timely
reminder that the brand will be a strong
presence in EVs and deserves a valuation
that starts to reflect this, Reitman wrote
in an April note.
Daimler, which has a market value of
BARRON’S
€78.8 billion, employs 288,000. It fetches
a low multiple of seven times this year’s
expected earnings, and is valued in line
with its peers.
The company posted net profit of
€4.4 billion for the first quarter, a big
increase from the €168 million for the
same period the previous year, when the
pandemic first hit. “Deliveries, revenue,
and profits increased significantly, par-
ticularly thanks to tailwinds in China, a
strong product mix, and favorable pric-
ing, supported by industrial perfor-
mance enhancements and cost control,”
finance director Harald Wilhelm said in
a statement.
The company, based in Stuttgart, dates
back to 1886, when Gottlieb Daimler and
Carl Benz made history with the inven-
tion of the automobile. It now sells
around 2.8 million vehicles annually and
is among the 15 biggest car and truck
makers in the world.
The Mercedes EQS’s large battery
capacity, luxurious interior, and a futur-
istic, high-performance dashboard with
a variety of screens led Tim Rokossa, an
analyst at Deutsche Bank, to dub it the
“Tesla fighter.” “The EQS will be the
first model to have the hyperscreen in-
cluded, and we believe this will also very
much appeal to the more technical cus-
tomers,” Rokossa says. The EQS also
complements the recently launched
Mercedes S-Class luxury vehicles.
The disposal of Daimler’s truck busi-
ness—which contributes more than 15%
of earnings—should help boost the share
price and market capitalization. The
move still requires the approval of inves-
tors. Because the auto maker’s limited
supply of chips are currently reserved for
the top models, management now expects
adjusted return on sales margins at the
Mercedes-Benz unit of 10% to 12%, ver-
sus 8% to 10% previously.
All indicators suggest that this old-
line luxury-car maker is on the road to
new growth. B
E M E R G I N G M A R K E TS
South Africa’s Stocks
Deserve a Second Look
By Craig Mellow
outh African stocks have under-
performed for a long time—a
really long time. “In dollar
terms, our market is in the same
place it was in 2005,” says Duncan Ar-
tus, chief investment officer at Allan
Gray in Capetown.
This year is different. The iShares
MSCI South Africa exchange-traded
fund (ticker: EZA) has gained 14%, while
global emerging markets are about flat.
One reason is that South Africa produces
80% of the world’s platinum group met-
als, which have surged to six-year highs as
industrial demand rebounds globally. That
has lifted stocks such as Impala Plati-
num Holdings (IMP.South Africa) and
Sibanye Stillwater (SSW.South Africa).
But it isn’t the only good news for the
nation of 60 million. “Other commodity-
heavy markets like Brazil or Colombia
have not performed well this year,” says
Marco Spinar, a portfolio manager with
the Neuberger Berman Emerging Mar-
kets Equity fund. “Other factors are af-
fecting South Africa.”
One of them is Covid-19. Reported cases
and deaths have plunged almost vertically
from a January spike. Politics are nudging
in the right direction: Reform-minded
president Cyril Ramaphosa ousted a key
rival, Ace Magashule, as secretary general
of the African National Congress.
Ramaphosa has run a tight fiscal ship,
too. Moody’s rating agency skipped a
review this month, taking any down-
grade off the table, and the rand, South
Africa’s currency, grazed a two-year high
against the U.S. dollar. That makes yields
above 9% on 10-year South African
bonds look enticing, Artus says.
“I think South African macro is pretty
adequate, but most investors I talk to
think it’s pretty weak,” says David Aser-
koff, head of equity strategy for emerging
Europe, Middle East, and Africa at J.P.
Morgan.
May 17, 2021
As weak perception catches up to not-
so-weak reality, lagging financial and
consumer stocks may catch an updraft.
Aserkoff and Spinar both favor Capitec
Bank Holdings (CPI.South Africa), a
smaller player whose digital reach is
growing fast. Artus likes Standard
Bank Group (SBK.South Africa), which
has the top pan-African franchise. The
whole banking sector provisioned heavily
last year, as the pandemic raged, leaving
it poised for profit boosts on a recovery,
adds Louis Lau, director of investments
at value-oriented Brandes Investment
Partners. “We like the South African
banks,” he says.
Among other consumer-facing names,
Aserkoff is bullish on Bidvest
(BVT.South Africa), a conglomerate with
businesses from office cleaning to car
rentals, and telecom MTN Group
(MTN.South Africa). MTN’s shares have
climbed 60% this year, but have further
to run after a long previous decline, he
maintains.
Artus adds multiprofile investment
holding Remgro (REM.South Africa)
and retailer Woolworths Holdings
(WHL.South Africa), which in South
Africa targets upscale consumers.
South Africa still faces daunting chal-
lenges. Annual economic growth has
crept along at 1%-2% for a decade, leaving
youth unemployment near 40%. State
electricity monopoly Eskom is a black
hole of debt and power failures that has
shrugged off reform attempts.
The government must face down pow-
erful public-sector unions in a pending
negotiation, or blow out the budget anew.
Covid vaccinations have barely started,
leaving the nation vulnerable to another
wave of the disease. “Domestic stocks are
basically trading like options on vac-
cines,” Allan Gray’s Artus says.
However, “not weak” could still be
pretty good for this beaten-down market
if metals prices hold. South Africa should
come back onto investors’ radar. B
May 17, 2021 BARRON’S M5

T H E ST RIKING PRI CE
If one believes in the ascendancy of a new way of
addressing human affairs, the ARK Innovation ETF
is an easy way to own the theme.

It Takes Guts to Bet on the Equity Options

ARK Innovation ETF Now CBOE VOLATILITY INDEX

VIX Close VIX Futures

50
THE EQUITY-ONLY PUT-CALL RATIO
Put-Call Ratio S&P 500 Index

340
315
290
40 265
240
By Steven M. Sears Both are legitimate, if challenging, pursuits. 215
30 190
If you like the stocks in the ARK Innova-

C
165
athie Wood and her ARK Inno- tion ETF, the weakness is provocative. 140
vation exchange-traded fund Without a doubt, $88 is a key price point. 20 115
90
personify the market’s recent Should that level fail to hold, it is hard to 65
travails. see where the fund finds support. During J J A S O N D J F M A M 10 J J A S O N D J F M A M 40
The fund rose 153% in 2020 as it held the past 52 weeks, the ARK ETF has Daily Values Source: CBOE Source: McMillan Analysis Corp.
many of the hottest stocks, including ranged from $55.52 to $159.70.
Tesla (ticker: TSLA). It’s down 16% this At this moment, the most intriguing SPX SKEW NDX SKEW
year, compared with an 11% rise for the opportunity could be trading downside put Implied volatility % Implied volatility %

S&P 500 index. options to wager that the fund won’t breach 16% 13%
ARK Innovation’s (ARKK) weakness has that October low. Aggressive investors can
15 12
been exacerbated by the market mob turn- sell the June $85 put. It should be cash-se-
ing away from the growth stocks Wood fa- cured, and not done on margin: Commit to 14
11
vors, while maniacally buying equities that the basket of stocks by putting money on 13
might benefit from the seeming end of the the line rather than using naked puts to bet 10
12
Covid-19 pandemic and the reopening of the the fund bounces back. 9
11
U.S. and global economies. With the ETF at $104.31, the June $85
The rotation into value stocks has put could be sold for about $1.35. Should 10 8

bruised many, if not all, of the 58 stocks in $88 prove to be a price support, investors 9 7
J J A S O N D J F M A M J J A S O N D J F M A M
Wood’s ETF portfolio. Its top holdings in- can keep the put premium, provided the Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
clude Tesla, Teladoc Health (TDOC), ETF’s price is above the put strike at expi- Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
Roku (ROKU), Square (SQ), Shopify ration. If $88 proves to be a marker on a between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
(SHOP), Zoom Video Communications deeper decline, investors who sell the put
(ZM), Zillow Group (Z), Spotify Technol- will be buyers at that price or they will be Week's Most Active
ogy (SPOT), Coinbase Global (COIN), and forced to roll the puts to avoid having to Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
Twilio (TWLO). The companies envision a buy the stock. National Vision EYE 16197 8537 7660 304 10 53.3
world even more sleekly digital than the Of course, investors who are convinced Ferro Corp. FOE 10481 5931 4550 240 6 43.7
one we’re in now. the fund’s troubles are just beginning can Fuel Tech FTEK 24519 23020 1499 788 47 31.1
Cur Biopharma CUE 14560 9861 4699 520 93 28.0
There’s a certain smugness to the critical simply buy the June $85 put. At $80, the Semiconductor 3x Bear ETF SOXS 497405 490029 7376 21072 84 23.6
stories on Wood that seem to be almost ev- put is worth $5. Int'l Game Technology IGT 116301 95804 20497 7932 45 14.7
erywhere. Yet the problems are very real. If one believes in the ascendancy of a FutureFuel FF 13384 11074 2310 940 84 14.2

The ETF has declined some 33% from its new way of addressing human affairs, the Array Technologies ARRY 54551 35880 18671 4064 99 13.4
Curis Corp. CRIS 83940 33917 50023 9656 48 8.7
peak in mid-February and looks as if it Innovation ETF is an easy way to own the Rekor Systems REKR 85936 55687 30249 10376 71 8.3
could test its late-October low of about $88, theme. Some of the fund’s holdings might Rackspace Technology RXT 25386 13998 11388 3264 6 7.8
despite some unusual strength exhibited have stretched valuations, but the risk is RealReal REAL 73787 58590 15197 9536 67 7.7
Japan Index Fund ETF EWJ 365150 243785 121365 49032 60 7.4
during this past week’s market rout. tamped by the diversity of the stocks.
SunOpta STKL 23665 21972 1693 3436 10 6.9
What investors see in the fund’s price Without doubt, selling puts on ARK In- Second Sight Medical EYES 38815 31168 7647 5820 94 6.7
chart is influenced by their views on Tesla novation is wildly at odds with prevailing Bumble BMBL 66946 40452 26494 10192 64 6.6
and other cultish stocks—and one man- investor sentiment—and that alone makes it New Oriental Education EDU 171196 79927 91269 26492 97 6.5
Oil Services ETF OIH 84615 29374 55241 13304 72 6.4
ager’s success at riding them higher to appealing, provided one has the financial Perrigo PRGO 11408 6828 4580 1776 39 6.4
build a massive asset-management busi- wherewithal, and appetite for volatility, to Duke Energy DUK 60981 48436 12545 10968 59 5.6
ness that doesn’t proffer the usual bland play such an aggressive hand. B This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the
gruel served by traditional firms. 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
Moments like this essentially boil down Steven M. Sears is the president and chief oper- 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
to one question: Are you a thematic investor ating officer of Options Solutions, a specialized should be aware of these increased risks if trading in these names
willing to endure volatility over time, or asset-management firm. Neither he nor the firm 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.
someone who chases performance, ever ea- has a position in the options or underlying securi- Source: McMillan Analysis

ger to jump from one hot theme to another? ties mentioned in this column.
M6 BARRON’S
COMMODITIES
Rising Inflation Boosts
Lumber, Copper, Steel
By Myra P. Saefong
T
he commodities that help build
an economy have rallied, with
lumber, copper, and iron ore
reaching record prices in recent
weeks. And demand looks set to continue.
“Clearly, commodities have been on a
tear,” says Peter van der Welle, strategist at
asset management firm Robeco. The rally’s
pace is surprising, but “we expected rising
inflation expectations and a subsequent
boost in demand for assets with inflation-
hedging capabilities, like commodities.”
Expectations for further global growth
and a greater need to compensate for infla-
tion risk—along with excess liquidity, his-
torically low real interest rates, fiscal stim-
ulus, and a weaker trade-weighted U.S.
dollar—have underpinned the commodi-
ties rally year to date, van der Welle says.
The S&P GSCI index, which tracks 24
exchange-traded commodity futures con-
tracts, has climbed 25% year to date as of
May 13.
Lumber, iron ore, steel, copper, and pal-
ladium prices all touched all-time highs in
Manage Your Barron’s recent days, while corn and soybeans trade
around the highest since 2012.
Account Online The commodity rally is a “reflection of
significant demand over a short period of
time following the pandemic,” says John
Update your account details any time. Kartsonas, managing partner at Break-
It’s quick and easy. wave Advisors, the advisor for the Break-
wave Dry Bulk Shipping exchange-
• Place delivery holds traded fund (ticker: BDRY). “Demand
• Change an address growth is strong because it is starting at
relatively low levels due to the pandemic.”
• Report an issue
“The world isn’t running out of com-
• Update your payment information
modities,” he says. The “logistic system
• Reset your password and more cannot handle such a spike in demand in a
short period of time.” Lumber futures
prices are up about 66% from the end of
 
May 17, 2021
Copper futures climbed to a record set-
tlement of $4.76 a pound on May 11.
“Strong demand, but also speculative ac-
tivity,” has led to the rise, with the metal
considered a “macro-related commodity
with lots of fund activity behind it,” says
Kartsonas.
On May 12, meanwhile, iron ore reached
an all-time high of $218.38 per metric ton,
while steel futures were at a record high of
$1,630 per short ton on May 11. Supply
constraints from Brazil and strong de-
mand from China for steel due to infra-
structure spending is driving iron-ore
prices higher, Kartsonas says.
Iron ore is among the most important
commodities for the Breakwave Dry Bulk
Shipping ETF, says Kartsonas. The fund,
issued by ETF Managers Group, was up
nearly 211% this year as of May 13—the
best-performing ETF year to date. It in-
vests in shipping rates, and dry bulk
shipping is a “very important sector of the
global economy,” says Kartsonas. Dry
bulk ships transport food such as corn
and soybeans, as well as goods such as
iron ore.
“You need ships to move the basic com-
modities in order to produce goods,” Kart-
sonas says. Freight is “highly correlated
with economic activity over longer peri-
ods of time,” and this year, “strong de-
mand for commodities has led to strong
demand for oceangoing transportation.”
Freight rates have increased, lifting the
ETF’s returns.
Freight is volatile, and the Breakwave
ETF is the “most volatile ETF in the mar-
ket,” he says, adding that there are higher
potential returns but also higher risk. Still,
the ETF can be part of a diversified portfo-
lio as a small allocation, he says.
If Brazil exports more iron ore, freight

customercenter.barrons.com
© 202 Dow Jones & Co., Inc. All rights reserved. 2E7837
2020. Prices hit a record high of $1,670.50
per 1,000 board feet on May 7.
Prices reflect “shortages in actual prod-
uct,” says Kartsonas, with new highs for
cement and steel futures in Asia reflecting
real demand for construction materials.
would benefit the most, Kartsonas says.
Overall, “we see strong demand for con-
struction around the world, and that
means more demand for basic commodi-
ties. We are quite constructive for the com-
modities market for this year,” he says. B
May 17, 2021
I N S I DE SC OOP
Intel Bought Stock of
Payments Firm Shift4
BY ED LIN
C
hip giant Intel recently
disclosed that it owned
a small stake in payments-
processing firm Shift4
Payments.
Intel (ticker: INTC)
owned 27,761 Shift4
(FOUR) shares as of March 31,
according to a form that Intel filed
with the Securities and Exchange
Commission. Intel hadn’t owned any
Shift4 shares as of the end of 2020.
Generally, entities that control more
than $100 million of publicly traded
equities are required to disclose their
positions on a quarterly basis, but
aren’t required to detail when,
specifically, the shares were acquired,
nor the prices paid. Intel could have
purchased the Shift4 shares at any
point in the first quarter.
Intel declined to comment on the
Decreases in
Holdings
Tellurian (TELL)
French oil giant Total (TOT) re-
duced its stake in Tellurian, a natu-
ral-gas producer, also involved with
liquefied-natural-gas trading and
infrastructure. Total sold 4,555,512
Tellurian shares from April 30
through May 11 for an aggregate
$9.7 million, or a per share average
price of $2.12. Total now owns
20,291,726 Tellurian shares, a stake
of 4.95%. Now that its ownership
stake has fallen below the 5%
Shift4 investment.
Shift4 stock has performed with
the market, rising 10% year to date,
about keeping pace with the S&P 500
index. Shift4’s initial public offering
was in June.
In the wake of Shift4’s fourth-
quarter report in early March, Credit
Suisse analyst Timothy Chiodo raised
his price target on the stock to $79
from $66. “We continue to view
Shift4 as a well-positioned integrated
payments provider (increasingly omni-
channel), benefiting from an under-
lying same-store-sales volume
recovery, organic merchant wins (pure
share gains), and gateway conversion,”
Chiodo wrote in a research report.
He rates Shift4 at Outperform.
Intel continued to own 139,780
shares of chip maker MaxLinear
(MXL) and 5.7 million shares of
cybersecurity firm McAfee (MCFE)
as of March 31. B
threshold, Total can sell its remaining
Tellurian shares at any time without
public notice.
Syneos Health (SYNH)
Advent International slashed its
stake in the contract clinical-trial ser-
vices firm by 37%, to 6,756,431 shares.
On May 3, Advent offered 4,360,399
Syneos shares through an underwrit-
ten offering priced at $81.04 each. In
connection with that offering, Advent
and Syneos entered into a repurchase
agreement for Syneos to purchase
216,666 shares from Advent at the
same price. Advent didn’t cite any
reason for the divestment that leaves
it with a 6.4% stake in Syneos.
BARRON’S
SLM (SLM)
ValueAct Capital reduced its
stake in the education-financing
firm to 23,794,254 shares. In mid-
March, SLM closed out a Dutch
auction that it announced in Feb-
ruary to repurchase shares at no
more than $16.50 apiece. ValueAct
tendered 2,500,000 SLM shares
at that price on March 12. Subse-
quently, ValueAct sold another
2,500,000 SLM shares from April
23 through May 11 at per share
prices of $19.20 to $20.61. Value-
Act now owns a 7.2% interest in
SLM.
Indus Realty Trust (INDT)
Gamco Investors (GBL) lowered
its position in the industrial ware-
house real estate investment trust
Chip giant Intel to 1,407,651 shares. Gamco sold
disclosed the 5,615 Indus shares from March 12
purchase of about through May 5 at prices ranging
28,000 shares of from $59.78 to $69.50 apiece. Dur-
payments firm ing that same span, Gamco bought
Shift4 Payments. 227 Indus shares at a price of
Intel acquired the $59.60 each. Gamco further re-
shares sometime duced its stake through the net
in the first quarter. distribution of 45,813 Indus shares
for no consideration. Following
those transactions, Gamco now
owns 18.2% of Indus’ outstanding
stock.
Tegna (TGNA)
Standard General cut its interest
in the television-station operator to
10,613,149 shares. On May 7, Stan-
dard General sold 4,762,778 Tegna
shares through a block trade priced
at $19.50. Standard General now
holds a 4.8% interest in Tegna.
Standard General had sought to
elect three representatives to
Tegna’s board, but on May 7, Tegna
announced that all 12 current board
members were re-elected, shutting
out Standard General’s nominees.
These disclosures are Tenneco (TEN)
from 13Ds filed with Carl Icahn’s Icahn Enterprises
the Securities and
Exchange Commission.
(IEP) continued to sell shares of the
13Ds are filed within auto-parts maker. An Icahn Enter-
10 days of an entity’s prises entity sold 947,204 Tenneco
attaining more than
5% in any class of a shares on May 11 for $13 million, a
company’s securities. per share average price of $13.77.
Subsequent changes Icahn Enterprises now owns
in holdings or inten-
tions must be re- 6,688,615 Tenneco shares, a stake
ported in amended of 8.16%. Icahn Enterprises named
filings. This material is
from May 6 through
a new CEO in April, former Gen-
May 12, 2021. Source: eral Electric (GE) executive Aris
InsiderScore.com Kekedjian.
M7
POWER PLAY
Box Activist
Nominates
Directors
BY CARLETON ENGLISH
T
he battle at Box is burst-
ing at the seams.
Activist hedge fund
Starboard Value for-
mally nominated four
directors to the cloud
company’s board after
growing frustrated with the pace of
change.
Starboard has held a nearly 8%
stake in Box (ticker: BOX) since Sep-
tember 2019. The two sides were
initially on friendly terms—even
reaching a standstill pact last year.
As the pandemic took hold,
however, Box’s stock performance
lagged other tech firms catering to
home-bound workforces. Zoom
Video Communications (ZM)
stock, for example, rocketed five-
fold in 2020, while Box managed a
7.6% gain—less than half the 16%
rise in the S&P 500.
So far in 2021, however, Zoom
shares are off 14% while Box shares
have surged 25%, even topping the
11.8% gain logged by its closest
competitor, Dropbox (DBX).
Nonetheless, Starboard insisted
this week that Box remains under-
valued relative to peers.
Box said in a statement that it
“does not believe the changes to the
board proposed by Starboard are
warranted or in the best interests of
all stockholders.”
Box plans to continue a strategy
of “rapid product innovation and
disciplined M&A,” such as its recent
acquisition of DocuSign (DOCU)
rival SignRequest. Earlier in May,
Box also announced the closing of a
$500 million investment from KKR
(KKR). Box hopes to grow revenue
12% to 16% by 2024.
Investors will see how well it’s
going when it reports first-quarter
earnings on May 27. Expect any
weakness to inflame the activist
friction at Box. B
M8 BARRON’S May 17, 2021

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Summit with the support of our partners.

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Asset Management Partners

MARQUEE PARTNER
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May 17, 2021 BARRON’S M9

Charting the Market

A graphic look at selected stock activity for the week ended May 14, 2021 n Edited by Bill Alpert
DOORDASH RIOT BLOCKCHAIN TRADE DESK AMC ENTERTAINMENT HOLDINGS
DASH (NYSE) • 141.07 • 16.18 152 RIOT (NASD) • 26.02 • -7.37 34 TTD (NASD) • 517.49 • -143.94 580 AMC (NYSE) • 12.98 • 3.47 16
 Fears eased that reopen- 140  Crypto stocks, like this 30  Announcing a 10-for-1 550  The theater chain said li- 14
ing would hurt the food deliv- 128 miner’s, quailed on Thursday 26 stock split, and a 37% rise in 520 quidity wasn’t a problem, 12
erer’s business, as it reported 116 as Bloomberg reported that 22 March-quarter revenue to 490 after raising $428 million 10
a tripling of March-quarter 104 the big cryptocurrency ex- 18 $220 million, the online ad 460 from stock sales since April. 8
revenue, to $1.1 billion, and M T W T F change Binance Holdings is M T W T F buyer beat forecasts for $217 M T W T F B. Riley raised its price tar- M T W T F

positive cash flow. under federal investigation. million—but not by enough. get from $13 to $16.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
265 82.5 985 22.5
212 66.0 828 18.0
159 49.5 671 13.5
106 33.0 514 9.0
53 16.5 357 4.5
0 0.0 200 0.0

Volume in Millions Volume in Millions Volume in Millions Volume in Millions

40 280 18 3348
20 140 9 1674
0 0 0 0
M J J A S O N D J F M A M M J J A S O N D J F M A M M J J A S O N D J F M A M M J J A S O N D J F M A M

PALANTIR TECHNOLOGIES POSHMARK DILLARD'S WORKHORSE GROUP

PLTR (NYSE) • 20.08 • 0.33 21 POSH (NASD) • 36.58 • -7.48 49.0 DDS (NYSE) • 125.35 • 19.12 136 WKHS (NASD) • 8.10 • -1.54 12.0

 March-quarter revenue 20  Investors doffed shares of 44.5  The department store 125  The electric-van maker 10.5
rose 49% at the data-analysis 19 the used-clothing seller and 40.0 chain swung to April-quar- 114 lost $1 a share in its March 9.0
firm, with strong cash flow, 18 of rival RealReal. Despite 35.5 ter profits of $7.25 a share, 103 quarter on $521,000 in sales. 7.5
but analysts fret about sus- 17 42% revenue growth, Posh- 31.0 from a loss. Retail sales rose 92 Wall Street had forecast a 17 6.0
M T W T F M T W T F M T W T F M T W T F
tained growth and reliance mark’s March-quarter loss 73%, to $1.3 billion. Gross cent loss on sales of $2.3 mil-
on government business. was twice that expected. margins tripled to 42%. lion. Output plans shrank.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
47.5 105 135 45
38.0 84 112 36
28.5 63 89 27
19.0 42 66 18
9.5 21 43 9
0.0 0 20 0

Volume in Millions Volume in Millions Volume in Millions Volume in Millions

966 14 10 542
483 7 5 271
0 0 0 0
M J J A S O N D J F M A M M J J A S O N D J F M A M M J J A S O N D J F M A M M J J A S O N D J F M A M

3D SYSTEMS PLUG POWER FUBOTV LEMONADE

DDD (NYSE) • 22.33 • 3.12 26 PLUG (NASD) • 24.58 • 1.53 28 FUBO (NYSE) • 20.53 • 3.29 24.0 LMND (NYSE) • 69.45 • -9.66 79
 Revenue rose 8% in the 23  After finishing an ac- 25  The streaming-TV service 21.5  Claims from the winter 73
3-D printing firm’s March 20 counting review, the fuel- 22 grew March-quarter revenue 19.0 storm in Texas led to larger- 67
quarter, to $146 million, 17 cell maker decreased its 19 135% and doubled subscrib- 16.5 than-expected losses in the 61
while the bottom line went 14
past-reported sales by 2% 16
ers to 590,000. It raised year- 14.0
insurtech firm’s March quar- 55
from a loss to a profit of 36 M T W T F and raised losses by 6%— M T W T F end guidance to at least M T W T F ter, of 81 cents a share. Guid- M T W T F
cents a share. with no change in cash. 820,000 subscribers. ance for 2021 didn’t change.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
58 76 63.5 195
47 61 52.0 156
36 46 40.5 117
25 31 29.0 78
14 16 17.5 39
3 1 6.0 0

Volume in Millions Volume in Millions Volume in Millions Volume in Millions

336 480 222 46
168 240 111 23
0 0 0 0
M J J A S O N D J F M A M M J J A S O N D J F M A M M J J A S O N D J F M A M M J J A S O N D J F M A M

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.
M10 BARRON’S May 17, 2021

Winners and Losers

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
AMC Ent(AMC) 648162 12.98 +3.47 +36.5 AusterlitzI A(AUS) 1707054035.5 9.88 –0.03 MastechDigital(MHH) 350 123.5 16.29 +0.69 BridgfordFoods(BRID) 426 1527.2 20.88 +6.88
VivintSmartHome(VVNT) 4854 14.01 +3.41 +32.2 SwitchbackII A(SWBK) 10644 1972.7 9.89 –0.04 AdamsRes(AE) 114 84.9 26.81 +1.18 AspenTech(AZPN) 17646 782.1 146.01 +18.94
J.Jill(JILL) 549 12.30 +2.97 +31.8 Ferro(FOE) 35386 1851.3 21.80 +4.26 CompX Intl(CIX) 180 81.9 24.54 +1.39 Curis(CRIS) 78546 747.6 13.57 +3.32
Exterran(EXTN) 5992 4.91 +1.15 +30.6 WarburgPincusI-A(WPCA) 536 1574.7 9.93 –0.02 RadiantLogistics(RLGT) 1881 79.8 8.20 +1.09 PraxisPrecision(PRAX) 6775 655.7 21.70 –6.36
SilverBowRscs(SBOW) 1794 14.53 +3.38 +30.3 StarPeak II A(STPC) 9099 1324.8 9.87 –0.33 LGL Group(LGL) 133 68.8 10.86 –0.19 LarimarTherap(LRMR) 2717 568.8 13.37 –0.49
PeabodyEnergy(BTU) 45947 6.50 +1.38 +27.0 AvanosMedical(AVNS) 13519 961.8 39.98 –1.16 MexcoEnergy(MXC) 644 63.2 7.93 +0.37 ArrayTech(ARRY) 78083 509.8 14.23 –11.13
Renren(RENN) 775 12.00 +2.37 +24.6 EllingtonFin(EFC) 18524 931.0 18.99 +0.83 CoreMoldingTech(CMT) 235 59.4 13.89 –0.09 Insmed(INSM) 23780 420.4 26.23 –6.35
Ferro(FOE) 35386 21.80 +4.26 +24.3 NorthernStrIV A(NSTD) 271 778.9 9.80 –0.07 IssuerDirect(ISDR) 200 56.7 25.24 –2.57 Fanhua(FANH) 1503 397.1 13.71 +0.35
SupernovaPtrsII A(SNII) 354 772.0 9.80 –0.10 Ashford(AINC) 234 52.5 10.30 –1.03 ChemoCentryx(CCXI) 36699 365.7 10.44 –0.02
Losers CharlesRiverLabs(CRL) 13768 728.0 329.07 –13.48 BattalionOil(BATL) 229 49.4 13.20 +0.50 AutolusTherap(AUTL) 20840 365.0 6.17 +0.80
Name (Sym) Volume Close Change %Chg. NovusCapII A(NXU) 653 528.0 9.73 –0.05 ImperialOil(IMO) 5222 47.9 32.05 +0.69 CelyadOncology(CYAD) 618 359.0 5.69 +0.02
Plantronics(PLT) 6703 29.44 –11.55 –28.2 SilverBowRscs(SBOW) 1794 498.0 14.53 +3.38 LairdSuperfood(LSF) 422 28.1 31.76 –3.69 TradeDesk(TTD) 17786 335.7 517.49–143.94
SelectQuote(SLQT) 15580 21.52 –7.94 –27.0 CenterraGold(CGAU) 1338 477.9 7.15 +0.23 EVI Industries(EVI) 143 27.9 28.23 +1.55 AmericanNatl(ANAT) 794 319.9 150.07 +28.34
BrightScholarEduc(BEDU) 553 4.12 –1.48 –26.4 GreenTree(GHG) 715 449.3 13.09 –0.16 Parts Id(ID) 457 24.8 5.99 –0.81 MasterCraftBoat(MCFT) 4490 314.7 32.65 +2.90
OneSmartIntl(ONE) 962 2.08 –0.73 –26.0 FutureFuel(FF) 4543 442.9 14.91 +1.67 Chase(CCF) 119 21.4 112.84 –6.61 AmrytPharma(AMYT) 826 287.3 11.07 –0.18
Lightng eMotors(ZEV) 3981 6.47 –2.17 –25.1 HorizonGlobal(HZN) 1894 398.9 7.86 +0.31 CheniereEnerPtrs(CQP) 1260 20.0 41.32 +0.01 KodiakSciences(KOD) 5214 259.6 84.05 –17.57
AuroraCannabis(ACB) 41219 6.86 –2.04 –22.9 3D Systems(DDD) 96087 338.7 22.33 +3.12 AcmeUnited(ACU) 129 10.6 44.60 +0.22 Wix.com(WIX) 11772 252.8 222.64 –66.15
Fluor(FLR) 45792 19.14 –5.54 –22.4 Domtar(UFS) 24331 335.0 54.98 +6.82 TompkinsFin(TMP) 216 9.6 83.23 +2.98 RealReal(REAL) 36202 249.4 14.46 –8.34
ParTechnology(PAR) 2873 60.79 –17.42 –22.3 LCI Inds(LCII) 2968 319.5 142.72 –3.71 IntelligentSys(INS) 383 8.1 35.25 –2.00 ContextLogic(WISH) 93455 233.3 9.79 –2.82
NamTaiProperty(NTP) 5733 281.9 20.72 +1.69 Daxor(DXR) 65 7.2 9.49 +0.14 LiquiditySvcs(LQDT) 6577 233.1 27.19 +2.67
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.
AMC Ent(AMC) 648162 12.98 +3.47 +36.5 InnSuitesHosp(IHT) 176045 6.73 +3.23 +92.3 Apple(AAPL) 513440 127.45 –2.76 –2.1
InnSuitesHosp(IHT) 176045 6.73 +3.23 +92.3
PalantirTech(PLTR) 603102 20.08 +0.33 +1.7 Zomedica(ZOM) 170339 0.75 –0.10 –12.0 AdvMicroDevices(AMD) 225496 74.59 –4.22 –5.4
GrupoSimec(SIM) 87 23.03 +7.03 +43.9
NIO(NIO) 475286 33.42 –3.52 –9.5 RaMedicalSys(RMED) 83026 3.54 –0.59 –14.3 Cinedigm(CIDM) 192798 1.18 –0.05 –4.1
RadiantLogistics(RLGT) 1881 8.20 +1.09 +15.3
GeneralElec(GE) 320605 13.26 –0.04 –0.3 Senseonics(SENS) 70711 1.92 +0.03 +1.6 Tesla(TSLA) 189026 589.74 –82.63 –12.3
1847Goedeker(GOED) 252 6.78 +0.78 +13.0
FordMotor(F) 269333 11.84 +0.02 +0.2 Globalstar(GSAT) 59972 1.14 +0.04 +3.6 AmerAirlines(AAL) 178820 22.40 +0.40 +1.8
TrilogyMetals(TMQ) 3396 2.68 +0.30 +12.6
Nokia(NOK) 207835 4.90 –0.20 –3.9 iBio(IBIO) 57681 1.47 –0.14 –8.7 Intel(INTC) 158571 55.35 –2.32 –4.0
Envela(ELA) 524 4.39 +0.48 +12.3
BankofAmerica(BAC) 204658 42.36 +0.18 +0.4 DenisonMines(DNN) 52257 1.14 –0.05 –4.2 Microsoft(MSFT) 152891 248.15 –4.31 –1.7
AeroCentury(ACY) 3204 8.66 +0.84 +10.7
PetroleoBrasil(PBR) 191842 9.68 +0.61 +6.7 AsensusSurg(ASXC) 42141 1.70 –0.14 –7.6 DraftKings(DKNG) 151715 44.89 –3.53 –7.3
CKX Lands(CKX) 86 13.29 +1.19 +9.8
FreeportMcM(FCX) 191262 42.29 –1.68 –3.8 GEE Group(JOB) 38924 0.55 +0.00 +0.8 Peloton(PTON) 140352 96.58 +12.77 +15.2
Losers Vale(VALE) 188980 21.03 –1.05 –4.8 UraniumEner(UEC) 28967 2.94 –0.40 –12.0 FuelCell(FCEL) 133113 7.75 –0.43 –5.3
Name (Sym) Volume Close Change %Chg. US Steel(X) 186000 25.50 –2.35 –8.4 B2Gold(BTG) 28225 5.10 –0.09 –1.7 Tilray(TLRY) 126143 13.93 –2.25 –13.9
ItauUnibanco(ITUB) 162449 5.47 +0.21 +4.0 NorthernDynasty(NAK) 27486 0.53 –0.04 –6.5 MicronTech(MU) 109924 79.70 –6.28 –7.3
BrooklynImmuno(BTX) 21521 21.60 –16.85 –43.8
EnergyTransfer(ET) 161033 10.11 +0.27 +2.7 NewGold(NGD) 26651 1.83 –0.02 –1.1 Facebook(FB) 104941 315.94 –3.14 –1.0
DunxinFinl(DXF) 3873 1.61 –0.78 –32.6
Cleveland-Cliffs(CLF) 154544 19.51 –1.61 –7.6 TasekoMines(TGB) 25168 2.32 –0.07 –2.9 LuciraHealth(LHDX) 99766 5.00 +0.07 +1.4
AmShrHosp(AMS) 7984 2.45 –0.96 –28.2
AT&T(T) 153951 32.24 +0.08 +0.2 BrooklynImmuno(BTX) 21521 21.60 –16.85 –43.8 ViacomCBS B(VIAC) 97531 38.91 –0.48 –1.2
SunlinkHealth(SSY) 6928 2.64 –0.81 –23.5
Uber(UBER) 150990 47.42 +0.39 +0.8 RegionalHealth(RHE) 19822 14.89 –3.71 –19.9 SiriusXM(SIRI) 96895 5.91 –0.13 –2.2
cbdMD(YCBD) 3730 2.78 –0.81 –22.6
ExxonMobil(XOM) 145907 60.77 –1.66 –2.7 GranTierraEner(GTE) 19753 0.68 –0.04 –5.5 CiscoSystems(CSCO) 96817 52.90 –0.53 –1.0
Cohen(COHN) 121 27.10 –7.69 –22.1
NewOrientalEduc(EDU) 144497 12.20 –2.73 –18.3 CamberEnergy(CEI) 19577 0.60 –0.05 –8.3 ContextLogic(WISH) 93455 9.79 –2.82 –22.4
RegionalHealth(RHE) 19822 14.89 –3.71 –19.9
Gerdau(GGB) 144172 6.58 –0.34 –4.9 EnergyFuels(UUUU) 17739 5.70 –0.57 –9.1 JD.com(JD) 89607 68.15 –7.36 –9.7
AvalonHoldings(AWX) 1919 3.67 –0.84 –18.6
fuboTV(FUBO) 138926 20.53 +3.29 +19.1 AgEagleAerial(UAVS) 17721 4.57 –0.89 –16.3 iQIYI(IQ) 87875 12.84 –0.90 –6.6
NASDAQ BIGGEST % MOVERS
By Dollar Volume By Dollar Volume By Dollar 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. Alibaba(BABA) 28582067 209.51 –15.80 –7.0 InnSuitesHosp(IHT) 1214728 6.73 +3.23 +92.3 Tesla(TSLA) 113263550 589.74 –82.63 –12.3
BridgfordFoods(BRID) 426 20.88 +6.88 +49.1 Boeing(BA) 16406130 228.47 –7.00 –3.0 BrooklynImmuno(BTX) 641834 21.60 –16.85 –43.8 Amazon.com(AMZN) 696183293222.90 –68.71 –2.1
Curis(CRIS) 78546 13.57 +3.32 +32.4 NIO(NIO) 15956971 33.42 –3.52 –9.5 CheniereEnergy(LNG) 557403 83.83 +1.18 +1.4 Apple(AAPL) 64105394 127.45 –2.76 –2.1
MinervaNeurosci(NERV) 71185 2.93 +0.67 +29.6 Square(SQ) 14899534 207.85 –25.50 –10.9 RaMedicalSys(RMED) 428759 3.54 –0.59 –14.3 Microsoft(MSFT) 37354615 248.15 –4.31 –1.7
GaleraTherap(GRTX) 1343 7.79 +1.71 +28.1 Disney(DIS) 12899352 173.70 –11.14 –6.0 RegionalHealth(RHE) 358845 14.89 –3.71 –19.9 Facebook(FB) 32043819 315.94 –3.14 –1.0
Vaccitech(VACC) 944 16.77 +3.24 +23.9 PalantirTech(PLTR) 11431694 20.08 +0.33 +1.7 ImperialOil(IMO) 163426 32.05 +0.69 +2.2 Alphabet A(GOOGL) 197525772278.38 –73.55 –3.1
NortonLifeLock(NLOK) 58799 26.09 +5.00 +23.7 JPMorganChase(JPM) 11025729 164.01 +2.77 +1.7 B2Gold(BTG) 142996 5.10 –0.09 –1.7 NVIDIA(NVDA) 19626157 569.72 –22.77 –3.8
AmericanNatl(ANAT) 794 150.07 +28.34 +23.3 ExxonMobil(XOM) 8875492 60.77 –1.66 –2.7 Zomedica(ZOM) 131533 0.75 –0.10 –12.0 AdvMicroDevices(AMD) 16875341 74.59 –4.22 –5.4
A-MarkPrecMet(AMRK) 1089 48.12 +8.69 +22.0 BankofAmerica(BAC) 8558856 42.36 +0.18 +0.4 Senseonics(SENS) 128163 1.92 +0.03 +1.6 Alphabet C(GOOG) 167247282316.16 –82.53 –3.4
HomeDepot(HD) 8293902 323.63 –15.62 –4.6 EnergyFuels(UUUU) 99789 5.70 –0.57 –9.1 CoinbaseGlbl(COIN) 13165097 258.37 –5.33 –2.0
Losers FreeportMcM(FCX) 8247698 42.29 –1.68 –3.8 iBio(IBIO) 91782 1.47 –0.14 –8.7 Peloton(PTON) 12588796 96.58 +12.77 +15.2
Name (Sym) Volume Close Change %Chg. Visa(V) 8152939 226.94 –5.18 –2.2 UraniumEner(UEC) 85542 2.94 –0.40 –12.0 Roku(ROKU) 11177647 315.95 –1.05 –0.3
ReneoPharm(RPHM) 370 7.78 –7.15 –47.9 AMC Ent(AMC) 7910558 12.98 +3.47 +36.5 AgEagleAerial(UAVS) 81198 4.57 –0.89 –16.3 PayPal(PYPL) 9920260 246.29 –7.07 –2.8
ArrayTech(ARRY) 78083 14.23 –11.13 –43.9 Shopify(SHOP) 78447501085.01 –23.59 –2.1 TakungArt(TKAT) 80622 21.50 –2.52 –10.5 Netflix(NFLX) 9401172 493.37 –10.47 –2.1
Zovio(ZVO) 5428 2.09 –1.46 –41.1 BerkHathwy B(BRK.B) 7494501 290.68 –0.25 –0.1 NorthernOil&Gas(NOG) 75789 15.92 –0.78 –4.7 TradeDesk(TTD) 9019355 517.49–143.94 –21.8
RealReal(REAL) 36202 14.46 –8.34 –36.6 Citigroup(C) 7041110 76.56 +1.48 +2.0 AsensusSurg(ASXC) 72717 1.70 –0.14 –7.6 Intel(INTC) 8688460 55.35 –2.32 –4.0
FTC Solar(FTCI) 9216 8.38 –4.02 –32.4 Uber(UBER) 6853037 47.42 +0.39 +0.8 Globalstar(GSAT) 64136 1.14 +0.04 +3.6 MicronTech(MU) 8679275 79.70 –6.28 –7.3
Magnite(MGNI) 25349 24.99 –10.85 –30.3 J&J(JNJ) 6301241 170.22 +1.72 +1.0 TasekoMines(TGB) 61869 2.32 –0.07 –2.9 ApplMaterials(AMAT) 8585757 124.83 –8.12 –6.1
CorMedix(CRMD) 4910 6.05 –2.46 –28.9 TaiwanSemi(TSM) 6212452 112.46 –4.37 –3.7 22ndCentury(XXII) 61312 3.91 –0.46 –10.5 Qualcomm(QCOM) 8311354 130.15 –7.70 –5.6
Aemetis(AMTX) 11316 9.39 –3.68 –28.2 WellsFargo(WFC) 6194587 46.96 +0.42 +0.9 DenisonMines(DNN) 58112 1.14 –0.05 –4.2 Airbnb(ABNB) 7314931 141.20 –10.01 –6.6

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
May 17, 2021 BARRON’S M11

Research Reports
How Analysts Size Up Companies
These reports, excerpted and edited by Barron’s, were issued recently by investment and and VP of Investor Relations Guy Baber. Al- NV5 Global • NVEE-Nasdaq

though a lot of ground was covered, the key Hold • Price $81.30 on May 12
research firms. The reports are a sampling of analysts’ thinking; they should not be considered theme was the tension between Marathon by Maxim Group
the views or recommendations of Barron’s. Some of the reports’ issuers have provided, or hope Oil’s robust free cash-flow potential and dis-
to provide, investment-banking or other services to the companies being analyzed. ciplined strategy over the next five years, We increase our forecasts for NV5 after it
and investors’ seeking clarity on the longev- reported first-quarter revenue and Ebitda
ity of MRO’s inventory and what (if any) role below consensus, but introduced full-year
the company might play in consolidation go- 2021 revenue and EPS guidance above ex-
Mid-America Apartment sales of Zilretta [a time-release osteoarthri- ing forward. pectations. Bad weather in the quarter de-
Communities MAA-NYSE
• tis knee-pain treatment, sales of which to- Our key takeaway: A relentless focus on layed some projects planned by NV5 [an in-
Outperform • Price $159.38 on May 10 talled $24.6 million, 22% above the year-ear- cost control has positioned MRO to return frastructure consultancy], leading to revenue
by Raymond James lier level.] So, its quarterly update mostly material cash to shareholders, but manage- of $153.1 million, below our $159.7 million
focused on pipeline assets and a chief finan- ment wants to retain optionality on how to do forecast and the $161.3 million consensus es-
We reiterate our Outperform rating, with cial officer change. so. While the near-term focus is on debt re- timate. We maintain our Hold rating, based
a revised $175 target price [up from $145], Initial results from the phase 1 trial of duction, all avenues of cash return—variable on the potential for order and project delays
following our review of first-quarter results FX201 [an osteoarthritis drug using gene dividends, special dividends, share buybacks from inefficient approval processes as gov-
that continued to demonstrate the resil- therapy] were recently presented; they etc.—are open beyond 2021. We raise our ernment agencies shift priorities amid
ience and recovery strength of Sunbelt showed initial signs of efficacy and safety. price target to $17, from $15. Covid-19.
property rental markets. Propelled by Results from expanded mid- and high-dose
surging job relocations and tightening FX201 cohorts are expected by the end of
housing inventory, the momentum [is 2021. Zilretta will remain FLXN’s main INSIDER TRANSACTIONS: Recent Filings
strong] in many of Mid-America’s key mar- value driver for the foreseeable future, but Purchases Sales
$ Val $ Val
kets, including Atlanta, Charlotte, Raleigh, we believe that FX201 and FX301 [a ther- Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
and Tampa. Our data also indicate that apy for curbing postsurgical pain] have the NeuropaceNPCE 4 653,822 11,115 HessHES 7 941,179 75,100
previously supply-challenged markets, such potential to create additional shareholder Design TherapeuticsDSGN 6 310,550 9,167 Coinbase GlobalCOIN 2 180,685 60,233
Werewolf TherapeuticsHOWL 2 395,799 6,333 DatadogDDOG 4 553,590 45,034
as Austin and Orlando, are off to phenome- value. We maintain our $20 price target. Reneo PharmaceuticalsRPHM 2 400,000 4,892 Restaurant Brands InternationalQSR 2 616,688 42,416
nal starts to 2021. We increasingly see the Nuvation Bio NUVB 2 469,500 4,644 Palantir Technologies PLTR 3 1,957,287 41,109
employment shifts and population migra- BorgWarner • BWA-NYSE Five Star BancorpFSBC 18 200,749 4,015 Allstate ALL 3 227,111 30,695
American Assets Trust AAT 1 90,819 3,154 Digital Realty Trust DLR 1 200,000 30,368
tion patterns favoring Sunbelt markets as Neutral • Price $51.12 on May 6 Cyclerion Therapeutics CYCN 1 1,000,001 2,428 Stryker SYK 1 107,795 27,573
part of a longer-term secular dynamic. by Guggenheim Roomlinx TRKA 1 722,883 2,255 Cigna CI 1 104,895 27,143
With lower costs of living, lower taxes, and Ast SpacemobileASTS 1 200,000 2,000 Thermo Fisher Scientific TMO 1 55,768 26,181
Alphatec ATEC 2 127,000 1,931 Square SQ 3 114,104 25,693
lower density, these markets seem likely to BorgWarner delivered significantly better Activision BlizzardATVI 1 20,000 1,901 Gartner IT 5 108,452 25,198
see stronger job/income growth for years than expected first-quarter results, and in- Trupanion TRUP 1 18,000 1,433 TennecoTEN 1 1,921,858 24,972
Vistra VST 4 79,830 1,258 Zoominfo Technologies ZI 2 496,395 22,948
to come. creased its fiscal 2021 guidance. Revenue
Golub Capital Bdc GBDC 1 76,702 1,151 Service Corporation InternationalSCI 4 393,664 22,050
was about 13% ahead of the consensus esti- Horizon Global HZN 3 128,616 937 Vizio VZIO 4 1,067,751 20,909
CCL Industries CCL-B.Canada
• mate, and the first joint win was announced Hc2 HCHC 2 215,853 811 T-Mobile Us TMUS 5 138,077 19,020
Emclaire Financial EMCF 2 27,151 741 Staar Surgical STAA 5 156,172 18,262
Outperform • Price C$70.90 on May 12 for BWA’s iDM product [an axle that incor- Vizio VZIO 1 35,000 735 Moody'S MCO 3 55,039 18,094
by BMO Research porates transmission, electric motor, and HollyfrontierHFC 3 20,500 713 Steel DynamicsSTLD 1 250,000 15,926
power electronics for hybrid and electric ve- An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any trade to the
First-quarter adjusted earnings of 82 cents hicles] since closing the Delphi acquisition. SEC within two business days. The tables highlight companies that filed with the SEC through last Wednesday. The tables do not include pension-
plan or employee stock-option activity, trades by beneficial owners of 10% or more, trades under $2 per share or trades under 100 shares. The
a share were above our estimate and the This product is critical for improving Borg- "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales, and
consensus of 75 cents. Adjusted Ebitda Warner’s battery/electric vehicle narrative. excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters

[earnings before interest, taxes, deprecia- Fiscal 2021 margin guidance looks conserva-
tion, and amortization] of $294 million was tive, although there are risks around near- INSIDER TRANSACTIONS RATIO
slightly above our estimate of $281 million term production disruptions. BWA continues
152
and the consensus of $283 million. The 2021 to execute very well, and its valuation is not
133
outlook remains positive for CCL [a label, overly demanding. But its aggressive [prod-
product-security, and specialty packaging uct] portfolio repositioning and continued 114
company]. Our price target is C$78. need to demonstrate battery/electric vehicle 95
positioning are likely to challenge multiple 76
Flexion Therapeutics • FLXN-Nasdaq expansion, near-term. Bearish
57
Buy • Price $7.53 on May 12 Ratio = 10
38
by Needham Marathon Oil • MRO-NYSE 19
Overweight • Price $11.54 on May 12 Bullish 0
Flexion had preannounced first-quarter by Wells Fargo M J J A S O N D J F M A M

To be considered for this section, material We had the opportunity to host investor calls Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish.
should be sent to Research@barrons.com. with MRO Chairman and CEO Lee Tillman The total top 20 sales and buys are 618,924,019 and 61,615,264 respectively; Source: Thomson Reuters
M12
Market View
This commentary was issued recently by money managers, research firms,
and market newsletter writers and has been edited by Barron’s.
”Gold prices are back up to above $1,800 an ounce after bottoming below $1,700. But the total
combined assets invested into GLD and IAU have barely budged from the recent lows. That is a bullish
development for gold prices.”
Disconnect in the Gold Market
Chart In Focus
McClellan Financial Publications
mcoscillator,com
May 14: GLD [SPDR Gold Shares] and
IAU [iShares Gold Trust] are the two larg-
est of the gold bullion exchange-traded notes
(ETNs). Not surprisingly, investors like to
push money into them and pull money out as
gold prices rise and fall. The real fun comes
when investors don’t follow that model.
Gold prices are back up to above $1,800
an ounce after bottoming below $1,700. But
the total combined assets invested into
GLD and IAU have barely budged from
the recent lows. That is a bullish develop-
ment for gold prices, because it means that
“the crowd” hasn’t yet gotten in on the re-
bound. They aren’t yet believing in it. They
should be piling in to chase the gold rally,
and they are still hanging back.
And that implies there is more yet to
come for the gold-price rally. Once we
reach the point at which these two ETNs’
assets are rising rapidly along with gold
prices, we can say that “the crowd” is fi-
nally starting to join in. And if we were to
see gold prices leveling off but the assets
in GLD and IAU continuing to rise, that
would be the sign that the uptrend has
gone on too long and a reversal is coming.
—TOM MCCLELLAN
The Future of Work
Thematic Research
BofA Global Research
bofa.com
May 12: The future of work is not zero-sum
between humanity and technology. We be-
lieve humans can collaborate with and work
alongside robots, rather than be displaced
by them, and that technology can create
more jobs than it destroys. By 2025 alone,
the WEF [World Economic Forum] thinks
automation will add 12 million net new
jobs, with robots eliminating 85 million jobs
but creating 97 million new ones. Other
grounds for optimism include: (1) 65% of
BARRON’S
—TOM MCCLELLAN, McClellan Financial Publications
children starting school today will work in
jobs that have not been invented yet; (2)
“new” collar jobs will be generated from
well-placed thematic sectors like healthcare,
renewables, new mobility, or even moonshot
technologies; and (3) we might actually be
more productive and have more leisure time
if robots can relieve us of more mundane,
repetitive everyday tasks. We have identi-
fied $14 trillion in market cap of enablers
for the future of work. Technology, industri-
als, and medtech are some key beneficiaries.
We also see opportunities in education and
the upskilling/retraining of workers by cor-
porates. Conversely, commercial real estate/
offices and legacy transport are some of the
sectors facing headwinds...
So, what are the truly futuristic jobs that
could be invented? Data-privacy managers,
nanomedicine surgeons, lab-meat scientists,
blockchain strategists, space-tourist guides,
freelance biohackers, AI avatar designers,
3D food-printer chefs, leisure-time planners,
ethical algorithm programmers, and brain
simulation specialists, to name but a few.
—FELIX TRAN, HAIM ISRAEL, MARTYN BRIGGS,
—LAUMA KALNS-TIMANS
Distorted Economic Cycle
Weekly Market Commentary
Winthrop Capital Management
winthropcm.com
May 10: The combination of the pandemic
shutdowns and a flood of fiscal stimulus has
distorted the traditional economic cycle. A
significant part of the economy remains shut
down, eight million people remain out of
work, and supply-chain disruptions are forc-
ing commodity prices higher. However,
there appears to be a disconnect in the in-
vestment markets, as equity assets are hit-
ting all-time highs and interest rates remain
relatively low.
Our views on the integration of eco-
nomic activity and the capital markets have
evolved since the financial crisis in 2008. In
order to minimize the impact of the finan-
cial crisis on the economy, the Federal Re-
serve took dramatic steps to provide stimu-
lus to the economy, including lowering
short-term interest rates to nearly zero
percent. The biggest contributor to the ap-
preciation in asset prices has been the
large amount of stimulus money injected
into the system.
In response to the global spread of the
pandemic in early 2020, the Federal Re-
serve again took dramatic steps to provide
monetary stimulus to the markets. At the
same time, the U.S. government provided
fiscal support to businesses and house-
holds, including direct checks to qualified
individuals to help support consumer
spending and commerce. According to the
Committee for a Responsible Federal Bud-
get (CRFB), the U.S. government has ap-
propriated $4.1 trillion in response to
Covid-19. The total cost of the financial
bailout stemming from the financial crisis
was estimated at $498 billion by Deborah J.
Lucas, MIT Sloan distinguished professor
of finance and director of the MIT Golub
Center for Finance and Policy. While the
economic costs are closer to $2 trillion, the
real cost is a mere fraction of the expenses
incurred to fight pandemic.
—GREGORY J. HAHN, ADAM COONS
Dividend Growers’ Allure
Insights & Commentaries
Washington Crossing Advisors
washingtoncrossingadvisors.com
May 10: Buy quality stocks that increase
dividends regularly. This simple strategy
takes a long-term view of investing and fo-
cuses on the dividend, not the stock price.
Passive income generated from dividend
growth has two main benefits. First, it fo-
cuses your investment strategy on cash-
generating, growing companies. Second, it
tends to lead to quality businesses that are
neither too young nor too old.
Why is this so? Almost by definition, a
dividend-growing company tends to cover
expenses with rising cash flow. And which
companies do these tend to be? They tend
to be profitable, established companies in
the middle of their corporate life cycle. By
contrast, young companies tend to be burn-
ing cash, constantly in need of capital, and
May 17, 2021
face a higher risk of failure. Such young
firms tend to not pay dividends at all as
they are consumed with growth. On the
other hand, older companies often funnel
most or all cash to investors as dividends
because viable investments can no longer
be found. These firms are often in decline
and offer little growth, often reflected in a
high current yield.
—KEVIN R. CARON AND TEAM
U.S. Infrastructure Spending
Goldman Sachs Research
Goldman Sachs
gs.com
May 3: In a previous report published in
August 2020, we reviewed global R&D
spending trends and found that U.S. fed-
eral commitment to R&D was at its lowest
levels in over 60 years. Between 1965 and
2020, federal R&D spending as a percent-
age of total outlays deceased from 11.7% to
2.9%, while as a percentage of GDP it de-
creased from 2.0% to 0.6%. A similar trend
is apparent in infrastructure investment.
During the same period, federal spending
on infrastructure declined from 5.8% to
2.5% of total outlays...
Since 1998, the American Society of
Civil Engineers (ASCE) has graded the
condition of U.S. infrastructure by cate-
gory and attempted to estimate the cost of
repairs and needed upgrades. In its 2021
infrastructure report card, ASCE gave
U.S. infrastructure a grade of “C-”. Out of
the 17 categories assessed, there were
eleven “D”s, four “C”s, and two “B”s [rail
and ports]. No category has ever received
an “A” grade. Compared with the previous
report card in 2017, five infrastructure cat-
egories received rating upgrades, includ-
ing aviation, drinking water, inland water-
ways, ports, and energy. Bridges was the
only category to receive a rating down-
grade.
—MICHAEL HAO WU, ABBY JOSEPH COHEN
To be considered for this section, material, with
the author’s name and address, should be sent
to MarketWatch@barrons.com.
May 17, 2021 BARRON’S M13

New York Stock Exchange Composite List

52-Week Tick Div
FIVE-DAY DOW COMPOSITE
NOTICE TO READERS: High Low Name Sym Yld P/E Last Chg. Amt.
260.97 177.21 Aon AON .8 28 254.24 –4.28 .51
Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 46.98 35.99 AptIncmREIT AIRC 3.9 ... 44.58 +0.24 .43 Sell in May: The Dow dropped 1.1% last week, its biggest decline since
7.09 3.28 ApartmtInv AIV 24.3 5 6.74 –0.23 .9831
22.37 9.21 APi Group APG ... dd 19.65 –1.74 ... February, after inflation data came in too hot. Procter & Gamble gained
Please visit the new Market Lab home page on barrons.com under Data. 15.54
58.49
6.77
36.35
ApolloComRlEst
ApolloGlbMgmt
ARI
APO
9.2
3.5
12
7
15.20
57.42
–0.09
–0.80
.35
.50 2.1%, while Walt Disney fell 6.9% after reporting earnings.
www.barrons.com/market-data/market-lab 12.31
11.40
9.90
9.64
ApolloStratGr
ApolloStratGrA
APSG.UT
APSG
...
...
...
...
10.15
9.80
–0.11
–0.12
...
... Monday Tuesday Wednesday Thursday Friday
2.93 0.89 ApolloStratGrWt APSG.WT ... ... .99 –0.06 ... 35140
10.96 9.73 ApolloStratGrII APGB.UT ... ... 10.00 –0.02 ...
52-Week Tick Div 52-Week Tick Div 10.05 9.70 ApolloStratII A APGB ... ... 9.82 –0.03 ...
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 1.66 0.81 ApolloStratII Wt APGB.WT ... ... .92 –0.06 ...
16.08 7.86 AppleHospREIT APLE .8 dd 15.55 –0.26 .01
20.89 12.91 Albertsons ACI 2.1 14 19.19 +0.01 .10 107.07 36 34725
A
49.82 AppliedIndlTechs AIT 1.3 105.08 +0.78 .33
44.42 6.62 Alcoa AA ... dd 39.70 –1.50 ... 158.97 100.05 Aptargroup ATR 1.0 42 153.54 –4.02 .38 (Prev Fri's
76.53 54.51 Alcon ALC .1 dd 68.35 –1.81 .1099 160.14 61.50 Aptiv APTV ... 82 139.18 –9.59 ... Close)
45.49 14.75 AAR AIR ... cc 39.88 –0.47 ... 10.10 9.94 AldelFin ADF.UT ... ... 9.99 –0.01 ... 43.12 20.31 Aramark ARMK 1.1 dd 39.10 +1.01 .11
34.32 17.50 ABB ABB 2.0 14 34.22 +0.11 .6957 19.22 9.71 Alexander&Baldwin ALEX 3.4 cc 18.16 –0.30 .16 .34
308.39 223.03 Alexanders ALX 6.7 25 267.43 –7.57 4.50
18.06 6.25 ArborRealty ABR 7.7 7 17.66 –0.15 34310
55.48 29.76 ABMIndustries ABM 1.4 79 53.45 +0.64 .19 33.96 8.37 ArcelorMittal MT .0 15 32.47 –0.59 .255
9.77 5.20 ACCO Brands ACCO 2.7 28 9.65 +0.53 .065 181.77 137.00 AlexandriaRlEst ARE 2.5 30 173.83 –4.31 1.09 58.88 26.97 ArchResources ARCH ... dd 51.24 +0.26 ...
16.38 5.28 AcresCmclRlty ACR ... 60 14.33 –1.44 ... 17.86 12.45 AlgonquinPwr AQN 4.0 10 15.36 –0.53 .1706 68.68 33.91 ArcherDaniels ADM 2.2 18 67.66 +0.64 .37
56.59 20.21 ADC Therap ADCT ... dd 21.23 –2.36 ... 319.32 196.70 Alibaba BABA ... 25 209.51 –15.80 ... 10.80 4.85 Archrock AROC 6.2 dd 9.42 –0.28 .145
17.21 5.74 ADT ADT 1.5 dd 9.30 –0.39 .035 737.89 447.86 Alleghany Y ... 15 720.69 –9.11 ... 36.98 8.04 Arconic ARNC ... dd 35.96 +0.09 ... 33895
12.41 9.90 AEA-Bridges IMPX.UT ... ... 10.13 –0.07 ... 24.86 6.71 AlleghenyTechs ATI ... dd 22.95 –1.22 ... 6.68 3.05 ArcosDorados ARCO .0 dd 6.18 –0.14 .03
11.42 9.58 AEA-BridgesA IMPX ... ... 9.73 –0.12 ... 144.76 92.04 Allegion ALLE 1.0 31 140.25 –1.00 .36 68.46 31.58 Arcosa ACA .3 34 62.88 –2.16 .05
2.33 0.65 AEA-BridgesWt IMPX.WT ... ... .80 –0.07 ... 72.60 48.73 Allete ALE 3.6 23 70.41 –1.00 .63 10.56 9.84 ArctosNthStar ANAC.UT ... ... 10.00 –0.02 ... -34.94 -473.66 -681.50 +433.79 +360.68
70.04 30.13 AECOM ACM ... dd 66.86 –2.25 ... 127.99 37.31 AllianceData ADS .7 13 120.60 –4.27 .21 10.20 9.44 ArctosNorthA ANAC ... ... 9.84 –0.01 ... 33480
29.07 11.56 AES AES 2.4 dd 25.37 –0.42 .1505 46.92 20.91 AllianceBernstein AB 6.9 15 44.37 –0.25 .81 1.40 0.66 ArctosNorthWt ANAC.WT ... ... .72 –0.04 ...
46.40 31.69 AllisonTransm ALSN 1.7 18 45.58 +0.50 .19 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
57.35 31.87 Aflac AFL 2.3 7 56.46 +0.35 .33 42.36 16.69 ArcusBiosci RCUS ... dd 28.52 –1.93 ...
158.62 44.78 AGCO AGCO .5 22 145.90 –7.90 .20 139.88 84.97 Allstate ALL 2.3 6 139.26 +7.00 .81 28.33 10.80 Ardagh ARD 2.2 dd 26.85 –0.38 .15
7.89 2.15 AG Mortgage MITT 4.4 2 4.05 –0.04 .06 55.14 14.78 AllyFinancial ALLY 1.4 9 54.00 –0.10 .19 6.54 2.61 ArdmoreShipping ASC ... dd 4.67 +0.27 ...
3.16 1.32 AHBeloA AHC 8.1 dd 1.97 –0.10 .04 17.39 2.78 AlphaMetal AMR ... dd 13.91 +0.56 ... 10.80 9.74 AresAcqn AAC.UT ... ... 9.99 –0.02 ...
20.36 1.91 AMC Ent AMC ... dd 12.98 +3.47 ... 20.19 10.53 AlpineIncmProp PINE 5.6 cc 17.70 –0.11 .25 ...
15.00 4.00 AltaEquipment ALTG ... dd 15.00 +1.78 ... 10.00 9.50 AresAcqnA AAC ... 9.82 ... ... 52-Week Tick Div 52-Week Tick Div
94.82 38.28 AMN Healthcare AMN ... 33 89.07 –1.29 ... 1.29 0.75 AresAcqnWt AAC.WT ... ... .95 –0.03 ... High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
185.75 74.21 Alteryx AYX ... dd 77.06 –0.90 ...
16.53 4.26 AMTD Intl HKIB ... ... 6.96 +0.13 ...
38.30 21.97 AlticeUSA ATUS ... 28 37.83 +0.69 ... 15.15 6.03 AresCommRealEst ACRE 8.9 9 14.84 –0.22 .33
2.69 0.69 ARC Document ARC 3.9 14 2.05 –0.05 .02 59.17 32.59 AresMgmt ARES 3.6 37 52.41 –1.25 .47 107.94 56.10 Autoliv ALV 2.4 33 101.72 –2.12 .62 42.94 21.23 BankofAmerica BAC 1.7 18 42.36 +0.18 .18
9.00 3.88 ASETech ASX 1.1 15 7.67 –0.52 .1363 13.07 9.86 AltimarAcqn ATAC.UT ... ... 10.34 –0.25 ... 106.99 34.51 AutoNation AN ... 11 105.29 –0.48 ... 41.36 19.49 BankofButterfield NTB 4.5 13 39.31 –0.83 .44
12.07 9.35 AltimarAcqnA ATAC ... ... 9.78 –0.20 ... 55.99 32.71 Argan AGX 2.0 33 49.50 –0.78 .25
110.52 50.79 ASGN ASGN ... 27 102.80 –4.24 ... 58.61 26.53 ArgoGroup ARGO 2.1 dd 58.25 +0.99 .31 1542.30 1049.25 AutoZone AZO ... 19 1527.58 +20.38 ... 99.10 48.77 BankofHawaii BOH 2.9 21 93.47 –0.92 .67
3.78 0.97 AltimarAcqnWt ATAC.WT ... ... 1.65 –0.25 ... 185.37 92.53 Avalara AVLR ... dd 122.94 –2.69 ... 99.77 43.91 BankofMontreal BMO 3.4 16 99.58 +2.49 .8469
33.24 26.35 AT&T T 6.5 dd 32.24 +0.08 .52 ... 331.85 192.96 AristaNetworks ANET ... 38 326.38 –2.14 ...
11.86 6.04 A10Networks ATEN ... 35 9.20 +0.07 ...
10.45 9.62 AltimarAcqnIIA ATMR ... 9.80 –0.03 ...
4.42 2.20 ArlingtonAsset AAIC ... 8 4.05 –0.06 ... 199.48 131.38 Avalonbay AVB 3.2 35 197.96 +2.43 1.59 52.82 31.70 BankNY Mellon BK 2.4 14 51.78 –0.04 .31
2.05 0.77 AltimarAcqnIIWt ATMR.WT ... ... 1.03 +0.14 ... 56.20 38.78 Avangrid AGR 3.4 24 51.99 +1.03 .44 66.15 35.29 BkNovaScotia BNS 4.3 16 65.84 +0.40 .7159
58.61 32.87 AXIS Capital AXS 3.0 32 56.73 –1.20 .42 10.28 9.83 AltimarAcqnIII ATAQ.UT ... ... 9.99 –0.03 ... 10.49 2.01 ArloTech ARLO ... dd 6.16 –0.52 ...
51.32 26.35 AZEK AZEK ... dd 44.47 –5.77 ... 14.38 6.71 ArmadaHoffler AHH 4.9 41 13.08 –0.45 .16 53.61 25.86 AvanosMedical AVNS ... dd 39.98 –1.16 ... 50.71 13.91 BankUnited BKU 1.9 14 47.87 –0.81 .23
9.98 9.76 AltimarAcqnIIIA ATAQ ... ... 9.90 +0.05 ... 12.60 9.85 AvantiAcqn AVAN.UT ... ... 10.17 –0.17 ... 10.70 4.60 Barclays BCS .5 ... 10.39 +0.13 .0555
56.74 27.07 AZZ AZZ 1.3 35 54.09 –0.88 .17 12.56 7.04 ArmourRes ARR 10.0 3 12.02 –0.29 .10
34.26 16.20 Aaron's AAN 1.2 ... 32.57 +0.36 .10
1.18 0.66 AltimarIIIWt ATAQ.WT ... ... .85 +0.03 ...
6.96 2.24 ArmstrongFlooring AFI ... dd 6.11 +0.40 ... 11.40 9.54 AvantiAcqnA AVAN ... ... 9.73 –0.11 ... 10.56 6.41 BaringsBDC BBDC 7.6 4 10.49 ... .20
10.94 9.73 AltimarAcqnII ATMR.UT ... ... 10.04 ... ... 2.97 0.61 AvantiAcqnWt AVAN.WT ... ... .95 –0.03 ... 9.54 1.25 Barnes&NobleEduc BNED ... dd 6.74 –1.14 ...
128.54 86.16 AbbottLabs ABT 1.5 37 118.31 –0.64 .45 107.86 57.96 ArmstrongWorld AWI .8 29 107.23 +2.78 .21
117.59 79.11 AbbVie ABBV 4.5 41 116.43 +0.68 1.30
15.21 10.20 AltimeterGrw2 AGCB ... ... 10.28 –0.26 ...
119.44 60.46 ArrowElec ARW ... 12 119.02 +1.52 ... 33.99 16.37 Avantor AVTR ... cc 31.61 +0.39 ... 57.64 32.39 BarnesGroup B 1.2 50 52.47 –1.21 .16
52.59 35.83 Altria MO 6.8 22 50.28 +0.33 .86 34.06 11.45 Avaya AVYA ... dd 26.40 –0.70 ... 31.22 18.64 BarrickGold GOLD 1.5 17 24.02 +0.10 .14
42.30 9.30 Abercrombie&Fitch ANF ... dd 41.29 +0.54 ... 16.93 4.60 AlumofChina ACH ... 38 14.20 –1.11 ... 57.65 26.53 ArtisanPtrsAsset APAM 6.4 13 52.10 –4.38 .88
22.29 9.10 AcadiaRealty AKR 2.8 cc 21.30 –0.66 .15 43.72 20.57 Asana ASAN ... dd 29.41 +0.62 ... 226.19 99.26 AveryDennison AVY 1.2 29 219.06 –2.40 .68 34.80 14.86 BauschHealth BHC ... dd 29.07 +0.99 ...
17.71 9.90 AlussaEnergy ALUS.UT ... ... 10.70 –0.18 ... 54.21 20.76 Avient AVNT 1.6 28 53.66 –0.08 .2125 91.58 74.79 BaxterIntl BAX 1.3 40 83.86 –2.76 .28
15.11 7.20 AccelEnt ACEL ... dd 13.46 +1.30 ... 216.88 59.74 AsburyAutomotive ABG ... 12 209.85 +0.83 ...
10.04 9.73 AccelerateAcqn AAQC.UT ... ... 10.01 +0.03 ...
15.28 9.54 AlussaEnergyA ALUS ... dd 9.94 –0.04 ...
12.99 10.00 AscendantDigital ACND.UT ... ... 10.50 –0.10 ... 49.14 32.26 Avista AVA 3.6 22 46.83 –0.14 .4225 26.12 6.73 BeazerHomes BZH ... 9 23.83 –1.48 ...
4.62 0.47 AlussaEnergyWt ALUS.WT ... ... 1.70 +0.13 ... 34.20 19.26 AxaltaCoating AXTA ... 92 32.64 –1.07 ... 284.97 219.50 BectonDicknsn BDX 1.4 43 242.38 +2.99 .83
9.96 9.66 AccelerateA AAQC ... ... 9.76 ... ... 11.32 9.57 AscendantDigA ACND ... dd 9.90 –0.09 ...
0.95 0.69 AccelerateWt AAQC.WT ... ... .76 ... ...
18.63 11.14 AmbacFin AMBC ... dd 14.45 –2.85 ...
2.74 0.93 AscendantDigWt ACND.WT ... ... 1.39 +0.08 ... 54.36 18.24 AxosFinancial AX ... 14 46.47 +0.20 ... 54.82 27.37 Belden BDC .4 dd 52.38 –1.60 .05
6.77 3.19 AmbacFinWt AMBC.WT ... ... 3.40 –1.38 ... 25.84 5.60 Azul AZUL ... dd 22.68 +0.36 ... 29.91 17.68 BellRingBrands BRBR ... 49 27.15 +1.14 ...
294.50 177.83 Accenture ACN 1.2 34 288.20 –3.33 .88 3.33 1.98 Ambev ABEV ... 22 3.31 +0.19 ... 18.80 1.27 AshfordHosp AHT ... dd 2.76 –0.10 ...
194.59 75.16 AcuityBrands AYI .3 28 185.16 –6.48 .13 37 53.60 13.50 AzurePowerGlbl AZRE ... dd 20.11 –1.38 ... 32.56 18.72 BenchmarkElec BHE 2.1 62 30.43 –0.39 .16
12.76 8.98 Amcor AMCR 3.8 22 12.37 –0.08 .1175 95.20 58.50 AshlandGlobal ASH 1.2 89.06 +0.78 .275 82.43 46.22 Berkley WRB .6 20 80.49 –0.96 .12
53.50 26.74 Acushnet GOLF 1.3 23 52.63 +0.96 .165 22 .55 26.98 5.75 AspenAerogels ASPN ... dd 18.08 –1.18 ...
B
86.90 66.55 Ameren AEE 2.6 83.70 –1.28 445000 252801 BerkHathwy A BRK.A ... 7 437259 +128.98 ...
10.38 3.54 Adecoagro AGRO ... ... 10.08 +0.20 ... 70.26 17.82 Ameresco AMRC ... 42 49.71 –3.29 ... 12.39 9.85 AspirCnsUn ASPL.UT ... ... 10.24 –0.17 ... 295.08 168.52 BerkHathwy B BRK.B ... 7 290.68 –0.25 ...
50.98 15.00 Adient ADNT ... dd 48.61 –0.68 ... 15.24 11.59 AmericaMovil AMX 2.3 14 14.80 –0.01 .1771 11.75 9.65 AspirCnsA ASPL ... ... 9.88 –0.08 ... 26.75 8.55 BerkshireHills BHLB 1.8 dd 26.43 +1.58 .12
10.60 9.79 AditEdTech ADEX.UT ... ... 9.96 ... ... 15.87 11.42 AmericaMovil A AMOV 2.4 14 14.77 +0.12 .1771 2.58 0.73 AspirCnsWt ASPL.WT ... ... 1.33 –0.01 ... 47.84 20.63 B&G Foods BGS 6.3 15 30.02 +0.67 .475 69.66 39.01 BerryGlobal BERY ... 13 69.19 +1.16 ...
9.92 9.44 AditEdTechA ADEX ... ... 9.70 +0.01 ... 36.60 20.73 AmericanAssets AAT 3.2 cc 34.97 –0.26 .28 29.45 20.88 AssetMarkFin AMK ... dd 24.09 +0.63 ... 49.43 38.59 BCE BCE 5.9 26 48.91 +0.20 .7178 128.57 75.23 BestBuy BBY 2.3 18 120.39 –1.95 .70
0.90 0.42 AditEdTechAcqnWt ADEX.WT ... ... .56 –0.03 ... 12.92 4.82 AmericanAxle AXL ... dd 10.63 +0.15 ... 23.95 11.78 AssociatedBanc ASB 3.1 11 23.24 +0.12 .18 5.49 1.11 BEST BEST ... dd 1.22 ... ... 72.27 26.62 BigLots BIG 1.8 4 67.67 –1.49 .30
43.85 23.22 AdtalemGlbEduc ATGE ... 20 38.05 +1.16 ... 47.05 27.03 AmCampus ACC 4.0 cc 46.72 +0.94 .47 45.22 30.21 AssocCapital AC .5 7 36.48 +0.45 .10 16.91 7.41 BGSF BGSF 3.1 cc 12.71 –0.41 .10 808.00 251.00 BiglariA BH.A ... 3 757.26 +42.26 ...
210.18 118.73 AdvanceAuto AAP 2.0 28 202.81 –1.66 1.00 38.28 7.37 AmerEagle AEO 1.5 dd 36.56 –0.24 .1375 163.24 86.75 Assurant AIZ 1.6 23 161.23 +0.52 .66 82.07 41.02 BHP Group BHP 4.0 28 77.47 –1.91 2.02 167.96 50.03 BiglariB BH ... 3 156.03 +8.03 ...
117.89 37.56 AdvDrainageSys WMS .3 47 113.21 –2.33 .09 34.25 17.29 AmEqtyLf AEL 1.0 4 31.20 –0.48 .32 52.28 18.45 AssuredGuaranty AGO 1.9 9 47.25 –1.35 .22 68.05 34.16 BHP Group BBL 4.9 23 63.61 –2.47 2.02 195.95 61.75 Bill.com BILL ... dd 140.43 –13.80 ...
10.20 9.86 AdvancedMerg AMPI.UT ... ... 10.00 –0.02 ... 160.69 81.22 AmerExpress AXP 1.1 26 157.15 –1.83 .43 37.75 2.55 AtHomeGroup HOME ... dd 36.30 –0.46 ... 35.00 2.51 BitMining BTCM ... dd 14.23 –0.88 ... 100.77 43.83 BiohavenPharm BHVN ... dd 69.85 –1.59 ...
10.07 9.75 AdvMergerPtrsA AMPI ... ... 9.90 +0.14 ... 130.57 52.30 AmericanFin AFG 1.5 8 130.17 +1.47 .50 25.26 3.78 Atento ATTO ... dd 20.77 +1.52 ... 50.18 28.02 BJ'sWholesale BJ ... 16 47.25 +1.39 ... 689.00 425.43 Bio-RadLab A BIO ... 4 600.75 –7.26 ...
1.80 0.80 AdvMergerPtrsWt AMPI.WT ... ... .88 –0.15 ... 37.73 22.53 AmHomes4Rent AMH 1.1 cc 37.31 –0.10 .10 10.00 9.61 AthenaTechA ATHN ... ... 9.86 +0.25 ... 10.22 9.82 BoaAcqn BOAS.UT ... ... 9.93 ... ... 9.96 9.62 BiteAcqn BITE ... ... 9.70 +0.01 ...
33.28 10.28 AdvanSix ASIX ... 14 31.14 –0.63 ... 52.70 25.10 AIG AIG 2.5 dd 51.90 +0.71 .32 10.01 9.73 AthenaTech ATHN.UT ... ... 9.98 ... ... 9.91 9.61 BoaAcqnA BOAS ... ... 9.72 –0.01 ... 10.33 9.80 BiteAcqn BITE.UT ... ... 9.98 ... ...
5.11 2.21 Aegon AEG 2.5 dd 4.89 +0.09 .0727 14.00 6.45 AmRltyInv ARL ... 15 8.46 +0.66 ... 0.95 0.64 AthenaTechWt ATHN.WT ... ... .67 –0.28 ... 0.75 0.50 BoaAcqnWt BOAS.WT ... ... .60 ... ... 0.64 0.42 BiteAcqnWt BITE.WT ... ... .58 –0.06 ...
2.97 1.41 Aenza AENZ ... dd 1.69 +0.15 ... 84.00 69.25 AmerStWater AWR 1.7 32 78.47 –1.03 .335 63.36 23.71 Athene ATH ... 4 62.23 –0.82 ... 14.04 9.30 BP Midstream BPMP 10.0 8 13.94 +0.25 .3475 71.34 51.97 BlackHills BKH 3.3 18 67.61 –1.00 .565
63.49 21.99 AerCap AER ... dd 57.66 –0.31 ... 272.20 197.50 AmerTowerREIT AMT 1.9 57 246.76 –0.73 1.24 90.08 20.42 Atkore ATKR ... 14 82.09 –7.02 ... 28.57 14.74 BP BP 4.7 dd 26.65 –0.08 .315 97.19 68.33 BlackKnight BKI ... 44 72.45 –2.70 ...
53.53 32.15 AerojetRocket AJRD .0 31 47.35 +0.35 5.00 22.49 11.85 AmerVanguard AVD .4 33 19.19 –0.91 .02 3.06 1.82 AtlanticPower AT ... 8 3.02 –0.01 ... 5.19 1.26 BP Prudhoe BPT ... ... 3.45 –0.09 ... 10.87 5.77 BlackStoneMin BSM 6.9 51 10.13 –0.51 .175
21.83 7.05 AevaTech AEVA ... dd 7.94 –1.46 ... 172.56 114.56 AmerWaterWorks AWK 1.6 39 152.83 +0.06 .6025 11.24 9.82 AtlStreetAcqn ASAQ.UT ... ... 10.01 –0.09 ... 4.84 2.85 BRF BRFS ... 13 3.99 –0.05 ... 28.77 4.37 BlackBerry BB ... dd 8.44 –0.04 ...
7.96 0.40 AevaTechWt AEVA.WT ... ... 2.04 –0.30 ... 43.75 9.69 AmericanWell AMWL ... dd 11.71 –2.22 ... 10.65 9.55 AtlStreetAcqn ASAQ ... ... 9.74 –0.02 ... 21.70 8.60 BRT Apartments BRT 4.7 dd 18.59 +0.32 .22 880.80 490.52 BlackRock BLK 1.9 25 856.87 –16.96 4.13
176.84 60.74 AffiliatedMgrs AMG .0 20 164.40 –9.16 .01 11.00 10.05 AmericasTechAcqn ATA.UT ... ... 10.20 –0.04 ... ... ... AtlStreetAcqnWt ASAQ.WT ... ... .68 ... ... 68.68 49.60 BWX Tech BWXT 1.3 23 65.01 –0.99 .21 91.41 49.26 Blackstone BX 3.1 16 87.48 –2.56 .82
10.05 9.85 AfricanGoldAcqn AGAC.UT ... ... 9.98 –0.05 ... 10.30 9.82 AmericasTechA ATA ... ... 9.95 –0.03 ... 14.83 6.20 Atlas ATCO 3.6 21 13.74 –0.42 .125 9.90 1.78 Babcock&Wilcox BW ... 56 7.71 –0.75 ... 33.01 20.45 BlackstoneMtg BXMT 7.9 17 31.26 –0.54 .62
9.75 9.40 AfricanGoldA AGAC ... ... 9.68 ... ... 1.78 0.42 AmericasTechWt ATA.WT ... ... .54 –0.05 ... 20.91 9.93 AtlasCrestInvt ACIC.UT ... ... 10.17 –0.07 ... 111.77 54.20 BadgerMeter BMI .8 53 93.63 +1.76 .18 24.58 13.05 BlockHR HRB 4.2 63 24.55 +1.09 .26
0.88 0.42 AfricanGoldWt AGAC.WT ... ... .44 –0.05 ... 41.29 32.41 AmericoldRealty COLD 2.3 dd 38.36 –0.01 .22 18.60 9.73 AtlasCrestInvt ACIC ... ... 9.87 +0.01 ... 25.64 12.13 BakerHughes BKR 2.9 dd 25.10 +0.47 .18 44.95 7.64 BloomEnergy BE ... dd 20.30 –2.93 ...
137.83 80.46 AgilentTechs A .6 50 131.15 –2.75 .194 269.29 119.40 Ameriprise AMP 1.7 dd 258.34 –7.31 1.13 6.44 1.08 AtlasCrestInvtWt ACIC.WT ... ... 1.16 –0.12 ... 102.76 60.85 Ball BLL .7 39 89.10 –1.60 .15 15.00 3.96 BlueApron APRN ... dd 4.32 –0.33 ...
17.08 1.40 Agiliti AGTI ... ... 13.67 –1.27 ... 125.86 83.05 AmerisourceBrgn ABC 1.5 dd 116.52 –4.34 .44 11.25 9.82 AtlasCrestII ACII.UT ... ... 10.00 –0.04 ... 75.92 14.88 Bally's BALY ... dd 53.57 –4.70 ... 21.94 5.68 BluegreenVac BVH ... dd 20.42 +2.23 ...
34.47 26.50 agilon health AGL ... ... 29.96 –3.53 ... 139.07 77.37 Ametek AME .6 38 134.34 –2.99 .20 10.37 9.46 AtlasCrestII A ACII ... ... 9.76 –0.05 ... 21.40 8.26 BancCalifornia BANC 1.3 58 17.87 –0.32 .06 70.38 4.61 BlueLinx BXC ... 4 53.67 –13.14 ...
89.23 54.66 AgnicoEagle AEM 2.0 26 70.02 +0.85 .35 7.45 3.45 AmnealPharm AMRX ... dd 5.64 +0.44 ... 1.25 0.78 AtlasCrestII Wt ACII.WT ... ... 1.00 ... ... 5.09 2.27 BancoBBVA BBAR ... 4 3.02 +0.23 ... 10.99 9.88 BlueRiverAcqn BLUA.UT ... ... 10.01 +0.01 ...
73.00 57.12 AgreeRealty ADC 3.7 40 69.57 –0.79 .217 8.81 2.70 Ampco-Pitt AP ... 27 6.48 –0.78 ... 107.02 84.59 AtmosEnergy ATO 2.5 18 100.46 –2.54 .625 6.16 2.49 BancoBilbaoViz BBVA .0 25 6.16 +0.25 .0697 9.93 9.57 BlueRiverA BLUA ... ... 9.74 +0.02 ...
52.96 21.72 AirLease AL 1.4 12 46.38 +2.23 .16 69.62 40.67 Amphenol APH .9 32 66.36 –1.75 .145 23.86 17.00 Atotech ATC ... dd 22.22 –0.22 ... 4.45 2.46 BancoBradesco BBDO 2.0 12 4.10 +0.13 .0033 1.30 0.40 BlueRiverWt BLUA.WT ... ... .79 +0.06 ...
327.89 222.52 AirProducts APD 2.0 36 301.05 +10.50 1.50 4.15 0.62 AmplifyEnergy AMPY ... dd 3.11 +0.11 ... 6.35 1.08 Audacy AUD ... dd 4.22 –0.48 ... 25.12 14.76 BancodeChile BCH 1.7 17 21.76 –1.16 .3844 13.35 9.85 BluescapeOpps BOAC.UT ... ... 10.56 –0.11 ...
15.19 9.96 AjaxI AJAX.UT ... ... 10.29 –0.10 ... 12.04 4.20 Amrep AXR ... dd 10.72 –0.38 ... 19.68 3.71 AuroraCannabis ACB ... dd 6.86 –2.04 ... 16.92 10.55 Bladex BLX 6.5 11 15.40 –0.75 .25 13.09 9.51 BluescapeOppsAcqn BOAC ... ... 9.86 –0.10 ...
13.85 9.84 AjaxI AJAX ... ... 9.91 –0.03 ... 86.17 40.53 Anaplan PLAN ... dd 53.62 –0.99 ... 1.60 0.87 AusterlitzI Wt AUS.WT ... ... 1.45 +0.35 ... 26.79 11.45 BancoMacro BMA ... 3 15.30 +1.07 ... 3.15 1.39 BluescapeOppsWt BOAC.WT ... ... 1.43 –0.13 ...
4.82 1.35 AjaxIWt AJAX.WT ... ... 1.50 –0.32 ... 38.50 19.55 AngloGoldAsh AU ... 10 23.71 +0.61 ... 10.66 9.81 AusterlitzAcqnI AUS.UT ... ... 10.24 +0.14 ... 8.95 3.96 BancSanBrasil BSBR 3.5 ... 7.54 +0.04 .1497 278.57 117.78 Boeing BA ... dd 228.47 –7.00 ...
165.98 84.25 AlamoGroup ALG .4 32 159.06 –5.75 .14 75.82 39.40 AB InBev BUD 1.1 dd 75.66 +1.07 .5964 10.10 9.85 AusterlitzI A AUS ... ... 9.88 –0.03 ... 26.15 13.31 BcoSantChile BSAC 4.4 17 23.25 –0.44 .9285 78.35 27.91 BoiseCascade BCC .6 9 69.67 –1.67 .10
11.58 7.02 AlamosGold AGI ... 17 8.70 –0.06 ... 9.28 5.79 AnnalyCap NLY 9.6 3 9.13 –0.05 .22 10.14 9.71 AusterlitzII A ASZ ... ... 9.77 –0.13 ... 5.83 2.62 BcoSantMex BSMX ... 9 5.79 +0.08 ... 41.70 14.02 BonanzaCreekEner BCEI 3.4 35 40.88 +3.44 .35
74.25 25.15 AlaskaAir ALK ... dd 69.84 +1.94 ... 9.71 3.48 AnteroMidstream AM 9.3 13 9.69 +0.41 .225 1.31 0.90 AusterlitzII Wt ASZ.WT ... ... 1.04 +0.01 ... 4.10 1.71 BancoSantander SAN ... dd 4.10 +0.19 ... 78.63 17.87 BootBarn BOOT ... 39 78.32 +3.72 ...
92.42 46.31 AlbanyIntl AIN .9 24 86.30 –3.62 .20 11.91 2.30 AnteroResources AR ... dd 11.84 +1.03 ... 10.70 9.88 AusterlitzAcqnII ASZ.UT ... ... 10.00 –0.13 ... 42.00 22.01 BanColombia CIB 3.5 cc 31.82 +1.11 .071 100.26 69.36 BoozAllen BAH 1.8 21 83.15 –0.96 .37
188.35 59.42 Albemarle ALB 1.0 49 163.81 +1.09 .39 406.00 244.10 Anthem ANTM 1.1 21 393.93 –2.64 1.13 147.67 72.38 Autohome ATHM 1.8 7 90.66 –2.36 .87 35.59 18.00 BancorpSouth BXS 2.4 12 31.73 +0.90 .19 12.84 3.70 BoqiiHolding BQ ... dd 3.78 –0.47 ...

The Week’s Statistics

Barron's 50-Stock Average ............. 35 DJ Averages ................................... 34 Indexes P/Es & Yields ...................... 35 New Highs & Lows ......................... 37 Stock Volume ................................ 35
Cash Track ..................................... 28 DJ U.S. Total Market Industry Groups 36 Initial Public Offerings.................... 36 NYSE Half-Hourly Volume .............. 36 Top Savings Deposit Yields............. 33
Charting the Market ...................... 9 Dow Jones Averages ...................... 34 Investor Sentiment Readings ......... 38 Other Market Indexes .................... 34 Trading Diary ................................. 34
Closed-End Funds.......................... 32 Dow Jones Per Share Values ........... 35 Key Foreign Market Indexes ........... 27 Preferred Stock Listings ................. 26 Vital Signs...................................... 2
Coming Earnings ........................... 36 Exchange Traded Portfolios ........... 23 Market Lab .................................... 34 Week In Stocks............................... 35
Pulse of the Economy..................... 36
Conference Call Calendar............... 37 Federal Reserve Data Bank ............. 38 Money Rates, U.S. & Foreign .......... 38 Weekly Bond Statistics................... 38
SEC Form 144 Filings ...................... 35
Delta Tactical Sentiment ................ 35 Foreign Exchange .......................... 38 Mutual Funds ................................ 28 Winners & Losers Stocks ................ 10
Distributions & Offerings ............... 35 Global Stock Markets..................... 27 N.Y. Stock Exchange ...................... 13 Short Interest NASDAQ.................. 29
Dividend Boosts - Reductions......... 39 Gold & Silver Prices......................... 38 Nasdaq National Market................ 18 Short Interest NYSE/NYSE Amer ..... 29 For statistical queries please contact the
Statistics Team: 609-520-4799
Dividend Ex-Payment Dates ........... 39 Gold Mining Index ......................... 38 New Corporate Listings ................. 39 Stock Splits - Special Dividends ...... 39 or email: barronsstats@barrons.com
M14 BARRON’S May 17, 2021

New York Stock Exchange Composite List

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.
54.21 27.22 BorgWarner BWA 1.3 28 51.43 –2.37 .17 10.61 9.76 CapitolInvV A CAP ... ... 9.91 –0.09 ... 2.49 1.01 ClimateReal II Wt CLIM.WT ... ... 1.12 –0.31 ... 11.51 9.87 D8 Holdings DEH.UT ... ... 10.53 –0.22 ... 98.11 66.23 EdwardsLife EW ... 67 89.49 –2.68 ...
2.86 0.37 BorrDrilling BORR ... dd .93 –0.02 ... 59.60 12.55 Capri CPRI ... dd 56.86 –2.64 ... 9.16 5.25 ClipperRealty CLPR 4.6 dd 8.22 –0.50 .095 10.60 9.60 D8 A DEH ... ... 9.89 –0.04 ... 39.17 13.68 8x8 EGHT ... dd 24.49 –4.47 ...
1349.98 493.66 BostonBeer SAM ... 57 1108.42 –6.73 ... 11.79 9.96 Capstar CPSR.UT ... ... 10.05 –0.20 ... 59.00 8.37 CloopenGroup RAAS ... ... 9.30 –0.33 ... 1.93 0.20 D8 Wt DEH.WT ... ... 1.22 –0.06 ... 34.94 18.58 ElancoAnimal ELAN ... dd 34.80 +1.92 ...
110.54 69.69 BostonProps BXP 3.6 37 108.20 +0.04 .98 10.88 9.60 CapstarSpacA CPSR ... dd 9.76 –0.10 ... 239.87 176.73 Clorox CLX 2.4 25 181.32 –1.69 1.11 3.99 1.66 DHI Group DHX ... dd 3.17 +0.07 ... 52.49 34.80 ElancoAnimalUn ELAT 4.8 ... 51.76 +2.95 .625
44.63 32.99 BostonSci BSX ... cc 41.55 –1.58 ... 1.96 0.50 CapstarSpacWt CPSR.WT ... ... .65 –0.20 ... 19.35 7.79 Cloudera CLDR ... dd 11.91 –0.27 ... 6.62 4.52 DHT DHT 13.2 5 5.82 –0.07 .04 176.49 69.32 Elastic ESTC ... dd 109.63 +1.45 ...
26.47 15.08 Box BOX ... dd 23.31 +2.15 ... 6.66 4.45 CapsteadMtg CMO 9.3 8 6.43 –0.06 .15 95.77 25.85 Cloudflare NET ... dd 72.30 +0.68 ... 13.12 9.90 DPCM Capital XPOA.UT ... ... 10.08 –0.20 ... 14.49 7.79 EldoradoGold EGO ... 17 11.12 –0.03 ...
71.00 15.10 BoydGaming BYD ... 62 61.80 –5.89 ... 62.96 44.65 CardinalHealth CAH 3.4 14 56.34 –1.82 .4908 4.58 2.90 CN Finance CNF ... 16 3.40 –0.08 ... 11.96 9.65 DPCM Cap A XPOA ... ... 9.75 –0.15 ... 23.56 9.40 ElementSolns ESI .9 38 22.62 –0.62 .05
57.85 37.47 Brady BRC 1.6 28 56.14 +0.39 .22 197.21 104.40 Carlisle CSL 1.1 34 196.27 +3.07 .525 55.50 43.20 Coca-Cola KO 3.1 33 54.73 +0.22 .42 3.51 0.90 DPCM Cap Wt XPOA.WT ... ... 1.08 –0.20 ... 4.90 1.35 ElevateCredit ELVT ... 2 3.51 –0.04 ...
7.45 2.12 BraemarHtls BHR ... dd 5.58 –1.20 ... 138.77 72.97 CarMax KMX ... 28 124.83 –5.16 ... 60.54 34.02 Coca-ColaEuro CCEP 3.3 48 60.27 +3.46 1.00 18.05 8.50 DRDGOLD DRD 4.1 13 11.38 +0.48 .2072 19.02 9.25 EllingtonFin EFC 9.5 5 18.99 +0.83 .15
14.03 8.43 BrandywineRealty BDN 5.6 8 13.60 –0.14 .19 30.63 11.95 Carnival CCL ... dd 27.20 +0.44 ... 50.37 36.16 Coca-Cola Femsa KOF 4.9 cc 48.97 +1.87 1.2292 145.43 95.10 DTE Energy DTE 3.1 20 141.12 –0.57 1.085 13.30 8.92 EllingtonResiMtg EARN 9.3 4 12.01 –0.11 .28
6.81 3.08 BrasilAgro LND 1.9 17 6.11 –0.55 .1117 25.77 10.30 Carnival CUK ... dd 23.22 +0.09 ... 12.60 4.33 CoeurMining CDE ... 57 9.29 +0.05 ... 52.86 38.48 DTEEnergy DTP 6.1 ... 51.51 ... .7813 15.06 10.02 EmbotellAndinaA AKO.A 4.3 13 12.80 –0.42 .2221
21.30 7.00 Braskem BAK ... dd 19.82 –0.15 ... 48.06 15.90 CarpenterTech CRS 1.9 dd 42.33 +0.98 .20 78.82 54.03 Cohen&Steers CNS 2.5 34 73.08 +2.30 .45 36.96 14.00 DXC Tech DXC ... dd 36.86 +2.36 ... 17.36 12.00 EmbotellAndinaB AKO.B 4.3 14 14.07 –0.11 .1811
18.84 8.05 BrighamMin MNRL 5.2 dd 18.60 +0.16 .32 39.33 14.11 CarriageSvcs CSV 1.1 21 38.05 –0.59 .10 12.39 9.90 CohnRobbins CRHC.UT ... ... 10.17 –0.09 ... 28.44 9.28 Dana DAN 1.5 dd 27.37 +0.63 .10 13.10 3.96 Embraer ERJ ... dd 12.07 –0.75 ...
182.50 99.01 BrightHorizons BFAM ... cc 134.91 –1.09 ... 45.65 16.00 CarrierGlobal CARR 1.1 17 43.64 –1.20 .12 11.46 9.65 CohnRobbinsA CRHC ... ... 9.81 –0.07 ... 261.43 155.61 Danaher DHR .3 40 253.58 –4.90 .21 7.28 1.54 EmeraldHldg EEX ... dd 5.27 +0.22 ...
8.78 4.07 BrightScholarEduc BEDU 2.6 50 4.12 –1.48 .12 15.71 4.77 Cars.com CARS ... dd 13.61 –0.38 ... 2.90 0.81 CohnRobbinsWt CRHC.WT ... ... 1.07 –0.02 ... 68.75 3.33 Danaos DAC .0 3 58.17 –7.39 .50 137.61 55.07 EmergentBiosol EBS ... 9 62.00 +0.38 ...
24.01 7.65 BrightSphere BSIG .2 7 23.08 +0.15 .01 116.92 73.07 Carter's CRI .0 17 103.45 –7.00 .40 50.26 24.15 Colfax CFX ... 92 43.92 +0.95 ... 66.30 9.60 DanimerScientific DNMR ... dd 17.72 +0.27 ... 96.90 52.82 EmersonElec EMR 2.1 27 95.84 +0.79 .505
19.17 10.37 BrightView BV ... dd 17.67 –1.06 ... 323.39 86.53 Carvana CVNA ... dd 237.53 –10.28 ... 205.31 110.47 ColfaxUn CFXA 3.3 ... 175.87 –0.20 1.4375 47.00 0.37 DanimerSciWt DNMR.WT ... ... 6.81 +0.81 ... 12.11 5.19 EmpireStateRealty ESRT .0 dd 11.51 –0.29 .105
78.33 18.45 BrinkerIntl EAT ... cc 63.55 –1.25 ... 11.35 9.96 CascadeAcqn CAS.UT ... ... 10.24 –0.06 ... 86.41 66.40 ColgatePalm CL 2.2 27 83.56 +1.38 .45 130.33 9.28 DaqoNewEnergy DQ ... 42 71.73 –2.97 ... 43.66 26.03 EmployersHldgs EIG 2.4 7 42.14 +0.25 .25
84.72 34.65 Brink's BCO 1.0 cc 79.64 –0.91 .20 10.45 9.72 CascadeAcqnA CAS ... ... 9.86 –0.06 ... 10.15 9.76 ColonnadeAcqnII CLAA.UT ... ... 9.95 –0.02 ... 149.73 65.35 Darden DRI 1.5 dd 139.52 –2.86 .88 11.15 9.80 Empower EMPW.UT ... ... 10.39 –0.06 ...
67.16 54.07 BristolMyers BMY 3.0 dd 64.88 +0.44 .49 1.92 0.55 CascadeAcqnWt CAS.WT ... ... .70 –0.10 ... 9.85 9.67 Colonnade II A CLAA ... ... 9.73 +0.02 ... 79.65 19.86 DarlingIngred DAR ... 35 76.09 +3.38 ... 10.64 9.75 EmpowerA EMPW ... ... 9.93 –0.08 ...
0.52 0.19 BristolMyersRt CELG.RT ... ... .22 +0.01 ... 10.97 5.53 CasperSleep CSPR ... dd 9.52 +1.17 ... 1.39 0.88 Colonnade II Wt CLAA.WT ... ... .89 –0.12 ... 33.46 22.30 Datto MSP ... cc 25.41 +0.12 ... 1.85 0.71 EmpowerWt EMPW.WT ... ... 1.40 +0.06 ...
30.82 12.76 Bristow VTOL ... dd 27.12 –1.79 ... 2.36 0.66 CastlightHealth CSLT ... dd 1.80 –0.10 ... 7.22 1.50 ColonyCapital CLNY ... dd 6.52 –0.48 ... 129.59 75.30 DaVita DVA ... 19 125.41 –1.39 ... 10.60 9.70 EmpowermentI EPWR.UT ... ... 9.94 ... ...
41.58 31.60 BritishAmTob BTI 7.5 11 39.83 +0.01 .7412 127.68 67.97 Catalent CTLT ... 35 102.70 –4.86 ... 9.54 3.71 ColonyCredRlEst CLNC 6.1 dd 9.23 –0.08 .14 353.71 135.50 DeckersOutdoor DECK ... 26 335.75 –5.54 ... 10.35 9.50 Empower&IncA EPWR ... ... 9.72 +0.03 ...
23.10 8.97 BrixmorProp BRX 3.8 59 22.46 –0.25 .215 10.70 9.75 CatchaInvt CHAA.UT ... ... 9.96 –0.03 ... 18.99 10.11 ColumbiaProperty CXP 4.7 dd 17.95 –0.28 .21 400.34 124.69 Deere DE .9 35 384.00 –10.22 .90 1.25 0.42 EmpowerIWt EPWR.WT ... ... .52 –0.02 ...
11.00 7.17 BroadmarkRealty BRMK 8.3 16 10.15 –0.54 .07 10.25 9.65 CatchaInvtA CHAA ... ... 9.70 –0.05 ... 79.84 29.89 Comerica CMA 3.4 13 79.43 +0.85 .68 44.02 18.65 DelekLogistics DKL 8.9 10 41.13 +1.93 .92 4.84 2.81 EmpresaDisCom EDN ... dd 3.57 +0.04 ...
0.35 0.15 BroadmarkRltyWt BRMK.WT ... ... .17 –0.04 ... 0.99 0.65 CatchaInvtWt CHAA.WT ... ... .70 ... ... 88.53 29.17 ComfortSystems FIX .6 19 82.91 –3.96 .115 27.38 8.92 DelekUS DK .0 dd 22.09 –2.84 .31 8.74 3.73 EnableMidstream ENBL 7.7 40 8.53 +0.13 .1653
167.54 112.98 BroadridgeFinl BR 1.4 37 163.18 –1.02 .575 12.78 6.66 CatchMarkTimber CTT 4.4 dd 12.21 –0.18 .135 33.50 14.35 CommercialMetals CMC 1.5 15 31.71 –0.75 .12 103.80 40.57 DellTechC DELL ... 23 98.43 –2.63 ... 40.42 26.97 Enbridge ENB 7.0 16 38.95 –0.71 .6197
11.36 9.84 BroadstoneAcqn BSN.UT ... ... 10.07 –0.03 ... 245.78 104.28 Caterpillar CAT 1.7 39 242.23 +1.24 1.03 82.53 51.41 CommBkSys CBU 2.1 25 81.12 +0.20 .42 52.28 18.62 DeltaAir DAL ... dd 46.31 +0.20 ... 89.68 58.99 EncompassHealth EHC 1.3 28 86.36 +1.00 .28
10.69 9.60 BroadstoneAcqnA BSN ... ... 9.72 –0.08 ... 14.87 6.07 Cato CATO ... dd 13.54 +0.31 ... 15.30 2.61 CommunityHlthSys CYH ... 4 14.14 –1.08 ... 48.38 18.90 Deluxe DLX 2.6 21 45.96 –0.68 .30 94.95 42.34 Endava DAVA ... cc 92.89 +2.66 ...
1.85 0.53 BroadstoneAcqnWt BSN.WT ... ... .70 –0.05 ... 52.50 22.81 CedarFairRec FUN ... dd 46.60 –1.76 ... 52.54 33.63 CommunityHlthcr CHCT 3.6 55 47.32 –1.85 .43 11.40 9.91 DelwindsIns DWIN.UT ... ... 10.11 +0.03 ... 33.20 23.25 Endeavor EDR ... ... 31.95 +0.34 ...
20.79 15.90 Broadstone BNL 5.0 47 20.59 +0.33 .255 16.93 4.45 CedarRealty CDR 1.8 dd 14.80 –1.08 .066 12.32 6.05 SABESP SBS .8 35 8.03 +0.02 .0714 10.29 9.65 DelwindsInsA DWIN ... ... 9.80 +0.01 ... 6.91 1.53 EndeavourSilver EXK ... 33 5.98 –0.32 ...
7.74 2.36 BrookdaleSrLiving BKD ... dd 7.14 –0.18 ... 171.00 75.59 Celanese CE 1.6 9 167.19 –1.44 .68 7.08 1.11 EngGr-Cmg C CIG.C 6.0 8 2.82 –0.01 .0451 1.40 0.42 DelwindsInsWt DWIN.WT ... ... .66 –0.01 ... 8.94 6.22 EnelAmericas ENIA 2.5 14 7.38 –0.19 .043
48.52 29.09 BrookfieldMgt BAM 1.1 dd 48.38 +1.94 .13 9.38 5.33 Celestica CLS ... 15 8.41 +0.10 ... 2.40 1.04 EngGr-Cmg CIG 7.6 7 2.25 +0.01 .0451 61.50 15.43 Denbury DEN ... dd 51.75 –7.06 ... 4.50 3.18 EnelChile ENIC 5.7 dd 3.66 +0.02 .2164
49.11 25.68 BrookfieldBusPtr BBU .5 14 46.41 –2.01 .0625 9.55 6.00 CementosPacasm CPAC ... 32 7.99 +0.85 ... 7.34 4.73 COPEL ELP ... 19 5.43 –0.13 ... 20.04 4.31 DesignerBrands DBI ... dd 19.74 +0.39 ... 53.19 38.59 Energizer ENR 2.5 cc 47.99 –2.54 .30
77.79 42.36 BrookfieldInfr BIPC 2.9 dd 70.47 –3.42 .51 8.81 1.87 Cemex CX ... dd 8.34 –0.28 ... 10.33 1.30 CiaSiderurgica SID ... 19 8.86 –0.91 ... 34.94 9.91 DesktopMetal DM ... dd 12.59 +0.56 ... 10.36 4.98 EnergyTransfer ET 6.0 8 10.11 +0.27 .1525
55.54 37.99 BrookfieldInfr BIP 3.9 cc 52.72 –0.80 .51 8.57 3.15 CenovusEnergy CVE .7 dd 8.04 +0.14 .0144 19.50 10.72 CerveceriasUnid CCU 1.8 28 18.84 –0.24 .2362 17.66 5.07 Despegar.com DESP ... dd 13.03 –0.30 ... 28.84 14.46 EnerpacTool EPAC .1 cc 27.83 –0.53 .04
63.31 26.89 BrookfieldRenew BEPC 3.0 dd 39.40 –0.49 .3038 4.62 2.65 CenovusEnergyWt CVE.WT ... ... 4.23 –0.02 ... 27.19 15.05 CompassDiversif CODI 5.9 dd 24.45 –2.12 .36 14.43 6.40 DeutscheBank DB ... 18 14.40 +0.26 ... 6.48 1.70 Enerplus ERF 5.3 dd 6.19 +0.10 .0081
49.87 24.48 BrookfieldRenew BEP 3.3 dd 36.30 –0.75 .3038 72.31 53.60 Centene CNC ... 17 69.20 –1.25 ... 22.11 13.51 Compass COMP ... dd 14.15 –2.76 ... 27.32 7.73 DevonEnergy DVN 1.7 dd 26.38 +0.16 .23 104.47 53.57 EnerSys ENS .8 37 91.45 +0.30 .175
54.37 36.22 Brown&Brown BRO .7 28 52.51 –1.18 .0925 25.39 16.56 CenterPointEner CNP 2.6 23 25.02 +0.53 .16 71.35 41.90 CompassMnlInt CMP 4.1 dd 69.78 –0.44 .72 189.70 127.12 Diageo DEO 1.9 75 189.21 +5.97 1.5343 25.62 10.70 Eneti NETI 1.0 dd 20.39 +0.62 .05
83.01 54.29 Brown-Forman A BF.A 1.0 38 72.84 +1.34 .1795 14.66 6.79 CenterraGold CGAU 2.3 4 7.15 +0.23 .0412 12.00 9.85 ComputeHealth CPUH.UT ... ... 10.01 –0.09 ... 11.56 5.31 DiamondSShip DSSI ... dd 10.51 –0.25 ... 5.14 1.63 EnLinkMid ENLC 7.9 dd 4.76 –0.01 .0938
83.40 60.81 Brown-Forman B BF.B .9 41 78.24 +1.56 .1795 77.30 61.15 Centerspace CSR 4.0 dd 69.43 –1.83 .70 10.70 9.50 ComputeHlthA CPUH ... ... 9.77 –0.07 ... 11.49 4.15 DiamndrckHspty DRH ... dd 10.06 –0.05 ... 22.24 15.18 Ennis EBF 4.6 23 21.53 +0.17 .25
117.62 44.96 Brunswick BC 1.2 18 108.84 –7.07 .335 7.77 3.75 CentraisElBras EBR 9.1 10 7.54 +0.19 .1551 2.25 0.92 ComputeHlthWt CPUH.WT ... ... 1.05 –0.05 ... 4.28 1.30 DianaShipping DSX ... dd 3.74 –0.24 ... 41.06 10.42 EnovaIntl ENVA ... 3 36.85 ... ...
46.72 13.36 Buckle BKE 2.7 17 45.26 –0.75 .33 28.81 12.80 CentralPacFin CPF 3.4 17 28.54 –0.06 .24 6.84 4.08 ComstockRscs CRK ... dd 5.62 –0.13 ... 91.80 26.57 Dick's DKS 1.6 16 87.96 –1.70 .3625 96.16 39.91 EnPro NPO 1.1 dd 95.59 +2.46 .27
14.32 7.52 Buenaventura BVN ... dd 11.72 +1.36 ... 3.21 1.95 CentralPuerto CEPU ... 2 2.03 –0.06 ... 39.34 31.66 ConagraBrands CAG 2.9 15 37.56 –0.39 .275 17.30 4.39 DieboldNixdorf DBD ... dd 13.28 –0.41 ... 113.36 85.78 Entergy ETR 3.5 13 107.18 –1.13 .95
9.28 1.74 Build-A-Bear BBW ... dd 9.21 +1.28 ... 81.42 22.37 CenturyComm CCS ... 9 77.66 –2.18 ... 11.24 9.89 ConcordAcqn CND.UT ... ... 10.15 –0.14 ... 15.27 6.32 DigitalMedia DMS ... dd 10.45 –0.97 ... 24.13 14.90 EnterpriseProd EPD 7.5 14 23.89 +0.64 .45
10.10 9.64 BuildAcqn BGSX.UT ... ... 9.93 –0.02 ... 12.48 9.90 CerberusTele CTAC.UT ... ... 10.32 +0.01 ... 10.60 9.63 ConcordAcqnA CND ... ... 9.83 ... ... 3.73 0.53 DigitalMediaWt DMS.WT ... ... 1.33 –0.10 ... 4.42 1.25 Entravision EVC 2.6 9 3.91 –0.09 .025
0.95 0.95 BuildAcqnWt BGSX.WT ... ... .95 ... ... 11.24 9.72 CerberusTeleA CTAC ... ... 9.90 +0.01 ... 1.80 0.69 ConcordAcqnWt CND.WT ... ... .74 –0.13 ... 165.49 124.65 DigitalRealty DLR 3.1 97 148.88 –2.30 1.16 92.51 61.00 Envestnet ENV ... cc 67.78 –0.81 ...
92.38 33.73 Bunge BG 2.3 6 90.63 –0.69 .525 3.00 0.65 CerberusTeleWt CTAC.WT ... ... 1.30 ... ... 5.89 1.13 ConcordMed CCM ... dd 3.40 ... ... 46.35 35.35 DigitalOcean DOCN ... ... 37.23 –5.07 ... 46.52 15.51 Envista NVST ... 67 45.23 –0.25 ...
13.55 5.05 BurfordCapital BUR ... 16 12.50 –1.05 ... 111.93 60.53 CeridianHCM CDAY ... dd 88.31 +0.91 ... 146.95 63.55 Conmed CNMD .6 cc 142.12 –1.53 .20 129.50 22.38 Dillard's DDS .5 dd 125.35 +19.12 .15 53.96 30.34 EnvivaPartners EVA 6.3 dd 49.21 –1.59 .785
334.94 161.75 BurlingtonStrs BURL ... dd 333.76 +2.75 ... 28.94 12.11 ChannelAdvisor ECOM ... 33 24.44 +1.28 ... 61.14 27.53 ConocoPhillips COP 3.0 dd 56.52 –0.58 .43 100.70 34.31 DineBrands DIN ... dd 97.17 –1.79 ... 4.85 1.80 EnzoBiochem ENZ ... dd 2.98 –0.02 ...
29.13 9.20 ButterflyNtwk BFLY ... dd 9.90 –2.25 ... 6.54 1.48 CharahSolutions CHRA ... dd 5.57 –0.48 ... 83.92 65.56 ConEd ED 3.9 23 78.97 +0.88 .775 121.44 37.77 DiscoverFinSvcs DFS 1.5 13 116.82 –2.64 .44 242.13 135.98 Equifax EFX .7 49 239.41 –0.15 .39
16.66 0.77 ButterflyNtwkWt BFLY.WT ... ... 2.90 –1.15 ... 49.48 9.75 ChargePoint CHPT ... dd 22.01 –0.62 ... 1.04 0.56 ConstellationI Wt CSTA.WT ... ... .67 –0.08 ... 203.02 104.27 Disney DIS ... dd 173.70 –11.14 ... 22.02 12.11 Equinor EQNR 1.4 dd 21.73 –0.09 .12
23.67 9.24 BylineBancorp BY 1.1 16 22.80 –0.59 .06 24.60 0.66 ChargePointWt CHPT.WT ... ... 10.45 –0.66 ... 10.81 9.70 ConstellationI CSTA.UT ... ... 9.97 –0.03 ... 16.45 10.05 dMYTechIII Un DMYI.UT ... ... 10.59 –0.18 ... 35.46 15.84 Equitable EQH 2.0 dd 34.02 –0.99 .17
349.13 161.88 CharlesRiverLabs CRL ... 45 329.07 –13.48 ... 10.10 9.50 ConstellationI A CSTA ... ... 9.87 –0.01 ... 15.39 9.92 dMYTechIIIA DMYI ... ... 10.05 –0.16 ... 11.66 6.23 EquitransMdstm ETRN 7.3 10 8.21 +0.06 .15
C 167.39
14.95
31.19
4.76
ChartIndustries
ChathamLodging
GTLS
CLDT
...
...
51
dd
151.12
12.97
–9.02
–0.36
...
...
244.75
255.00
155.90
157.54
ConstBrands A
ConstBrands B
STZ
STZ.B
1.3
1.1
26
29
234.44
241.24
–6.48
+1.23
.76
.69
5.00
10.50
1.90
9.86
dMYTechIIIWt
dMYTechIV
DMYI.WT
DMYQ.UT
...
...
...
...
2.05
10.04
–0.26
–0.09
...
...
34.17
12.12
25.80
10.00
EquityCommnwlth
EquityDistribution
EQC
EQD.UT
.0
...
cc
...
27.16
10.21
–0.51
–0.04
3.50
...
5.00 1.64 CheetahMobile CMCM .0 5 2.17 +0.12 1.42 17.83 6.08 Constellium CSTM ... 36 16.93 –0.24 ... 10.25 9.80 dMYTechIV A DMYQ ... ... 9.84 +0.02 ... 11.06 9.32 EquityDistrA EQD ... ... 9.90 –0.05 ...
266.31 190.16 CACI Intl CACI ... 16 259.97 –4.34 ... 19.31 1.95 ContainerStore TCS ... 19 13.53 –0.09 ... 2.10 1.06 dMYTechIVWt DMYQ.WT ... ... 1.11 –0.20 ... 2.35 0.83 EquityDistrWt EQD.WT ... ... .94 –0.10 ...
50.21 15.06 CAI Intl CAI 2.5 14 43.47 –0.88 .30 115.21 54.85 Chegg CHGG ... dd 77.35 –7.81 ...
560.00 417.41 Chemed CHE .3 24 482.78 –6.40 .34 32.51 11.09 ContinentalRscs CLR .0 dd 31.48 +1.03 .11 104.74 53.09 DolbyLab DLB .9 32 95.43 –1.21 .22 70.73 55.03 EquityLife ELS 2.1 46 69.18 –0.71 .3625
17.34 3.82 CBD Pao CBD 5.1 16 6.91 –0.10 .2655 18.12 3.91 Volaris VLRS ... dd 18.00 +0.42 ... 225.25 173.50 DollarGeneral DG .8 19 206.20 –14.00 .42 76.13 45.43 EquityResdntl EQR 3.3 45 74.07 +0.02 .6025
35.18 20.59 CBIZ CBZ ... 21 34.59 –0.33 ... 35.53 11.01 Chemours CC 3.0 26 33.71 –0.92 .25
11.04 7.08 CherryHillMtg CHMI 11.3 18 9.53 –0.62 .27 415.96 268.92 Cooper COO .0 9 389.19 –15.15 .03 87.34 67.85 DominionEner D 3.2 75 78.07 –0.38 .63 2.32 0.88 EquusTotReturn EQS ... dd 1.93 +0.01 ...
11.33 9.60 CBRE Acqn CBAH.UT ... ... 9.98 –0.14 ... 47.85 8.75 Cooper-Standard CPS ... dd 30.93 –3.95 ... 109.83 91.90 DominionEnerUn DCUE 7.0 ... 103.19 +0.59 1.8125 4.15 1.00 ErosSTX ESGC ... ... 1.16 –0.01 ...
11.00 9.32 CBRE Acqn A CBAH ... ... 9.76 –0.17 ... 122.72 72.89 ChesapeakeUtil CPK 1.6 27 119.61 –0.19 .48
113.11 65.16 Chevron CVX 4.9 dd 109.47 –0.55 1.34 59.76 20.26 CooperT&R CTB .7 17 59.72 +0.58 .105 447.50 319.71 Domino's DPZ .9 35 427.29 –5.18 .94 54.22 26.23 EssentGroup ESNT 1.4 13 47.53 –2.17 .17
2.60 0.79 CBRE Acqn Wt CBAH.WT ... ... .85 –0.06 ... 7.45 1.82 CooTekCayman CTK ... dd 2.04 –0.12 ... 55.45 18.66 Domtar UFS ... dd 54.98 +6.82 ... 26.75 11.30 EssentialProp EPRT 3.9 57 24.82 –1.10 .24
88.24 35.12 CBRE Group CBRE ... 35 86.32 –0.58 ... 120.00 36.65 Chewy CHWY ... dd 67.75 –3.25 ...
4.21 0.91 Chico'sFas CHS ... dd 4.21 +0.61 ... 94.91 37.45 Copa CPA ... dd 82.68 –5.79 ... 65.47 41.49 Donaldson DCI 1.3 33 63.72 –1.27 .21 48.89 38.28 EssentialUtil WTRG 2.2 28 46.38 –0.26 .2507
12.00 9.95 CCNeubergerII PRPB.UT ... ... 10.22 –0.08 ... 41.99 13.43 CoreLabs CLB .1 82 33.96 +0.15 .01 35.20 6.20 DonnelleyFin DFIN ... cc 26.99 +0.32 ... 63.22 51.21 EssentialUtilUn WTRU 5.1 ... 58.39 –0.03 .75
11.37 9.71 CCNeubergerII PRPB ... ... 9.92 –0.08 ... 13.78 7.48 ChimeraInvt CIM 9.8 7 13.53 +0.03 .33
26.19 16.67 ChinaEastrnAir CEA ... dd 22.08 +0.37 ... 14.44 5.76 CoreCivic CXW ... dd 7.83 –0.31 ... 256.09 110.13 DoorDash DASH ... dd 141.07 +16.18 ... 300.74 186.30 EssexProp ESS 2.9 45 288.37 –0.51 2.09
3.08 1.00 CCNeubergerIIWt PRPB.WT ... ... 1.13 ... ... 90.70 42.77 CoreLogic CLGX 1.7 19 79.56 +0.06 .33 15.18 7.20 DorianLPG LPG ... 10 15.03 +1.14 ... 318.34 163.03 EsteeLauder EL .7 79 296.48 –6.87 .53
10.84 9.91 CCNeubergerIII PRPC.UT ... ... 10.00 –0.13 ... 17.73 1.77 ChinaGreenAg CGA ... dd 15.49 +1.03 ...
13.63 9.05 ChinaLifeIns LFC 4.3 6 10.37 +0.02 .5158 17.68 3.56 CorEnergyInfr CORR 3.7 dd 5.43 –0.54 .05 38.28 28.52 DoubleVerify DV ... cc 30.86 –5.56 ... 32.15 9.92 EthanAllen ETH 3.4 25 29.75 –2.24 .75
10.10 9.70 CCNeubergerIII A PRPC ... ... 9.79 –0.13 ... 10.69 3.10 CorePoint CPLG ... dd 10.43 +0.06 ... 51.44 27.03 DouglasDynamics PLOW 2.7 dd 42.91 –1.74 .285 10.78 7.21 Euronav EURN 1.3 12 9.43 +0.16 .03
1.25 0.85 CCNeubergerIII Wt PRPC.WT ... ... 1.09 +0.07 ... 31.00 18.00 ChinaOnlineEduc COE ... 20 18.60 –0.59 ...
58.40 38.18 ChinaPetrol SNP 5.1 6 52.66 –1.00 1.9844 141.50 107.23 Coresite COR 4.2 59 117.69 –1.19 1.23 34.95 22.88 DouglasEmmett DEI 3.4 cc 32.69 +0.25 .28 26.52 6.33 Eventbrite EB ... dd 20.61 –1.46 ...
55.97 24.13 CF Industries CF 2.2 29 54.34 –0.76 .30 15.64 3.88 CornerstoneBldg CNR ... 34 15.16 –0.18 ... 155.77 84.10 Dover DOV 1.3 30 151.40 –1.51 .495 148.28 47.04 EvercoreA EVR 1.8 14 147.63 +1.06 .68
91.33 59.56 CGI GIB ... 25 89.67 –1.38 ... 39.96 20.26 ChinaSoAirlines ZNH ... dd 33.00 –0.31 ...
20.49 11.47 ChinaYuchai CYD 5.3 8 15.97 +0.17 .85 46.82 19.45 Corning GLW 2.2 34 44.28 –1.72 .24 2.66 1.15 DoverMotorsports DVD 1.8 11 2.18 ... .04 281.27 157.35 EverestRe RE 2.3 13 271.43 –1.67 1.55
18.05 10.38 CI Financial CIXX 3.1 11 17.99 +0.79 .1488 6.37 1.72 CorpAmAirports CAAP ... dd 5.80 –0.31 ... 70.60 32.83 Dow DOW 4.0 27 69.83 +0.79 .70 65.43 48.61 Evergy EVRG 3.4 19 62.67 –1.15 .535
55.89 13.85 CIT Group CIT 2.6 19 53.59 +1.13 .35 1579.52 926.00 Chipotle CMG ... 95 1356.21 –69.84 ...
120.00 68.85 ChoiceHotels CHH .8 cc 119.23 +3.92 .225 28.93 21.38 CorpOfficeProp OFC 4.0 46 27.17 –0.85 .275 73.50 48.57 DrReddy'sLab RDY .4 42 72.00 +0.98 .3304 19.95 4.10 Everi EVRI ... dd 17.87 –0.48 ...
14.10 9.75 CITICCapAcqn CCAC.UT ... ... 10.26 –0.06 ... 49.98 22.62 Corteva CTVA 1.1 34 46.32 –2.54 .13 17.06 10.00 DragoneerGrowth DGNR.UT ... ... 10.22 –0.58 ... 96.66 74.36 EversourceEner ES 2.8 24 85.12 +1.05 .6025
12.21 9.51 CITICCapAcqnA CCAC ... cc 9.86 –0.06 ... 179.01 96.70 Chubb CB 1.8 14 170.18 –6.21 .78
41.39 36.13 ChunghwaTel CHT 5.5 27 40.53 –0.37 1.4187 17.43 14.99 Cosan CSAN .0 cc 17.16 +0.31 .1762 16.11 9.90 DragoneerGrwA DGNR ... ... 9.95 –0.45 ... 44.36 25.10 Evertec EVTC .5 27 43.61 +0.73 .05
3.55 0.30 CITICCapAcqnWt CCAC.WT ... ... .87 –0.02 ... 11.43 4.17 Costamare CMRE 3.9 dd 10.32 –0.73 .10 5.53 1.44 DragoneerGrwWt DGNR.WT ... ... 1.44 –0.49 ... 22.35 5.22 EvolentHealth EVH ... dd 19.98 +0.13 ...
67.98 52.35 CMS Energy CMS 2.7 21 63.50 –0.49 .435 98.96 70.07 Church&Dwight CHD 1.1 29 88.55 +1.12 .2525
1.11 10.49 2.65 Coty COTY ... dd 8.95 –1.39 ... 40.62 22.25 Dril-Quip DRQ ... dd 34.32 –2.05 ... 31.63 15.54 EvoquaWater AQUA ... 55 29.11 –0.20 ...
49.08 25.18 CNA Fin CNA 3.2 12 47.80 –0.54 .38 6.21 ChurchillV Wt CCV.WT ... ... 1.20 –0.12 ...
69.00 30.65 Coupang CPNG ... ... 36.43 –2.50 ... 3.94 1.05 DriveShack DS ... dd 2.57 –0.23 ... 10.89 9.77 ExecutiveNtwk ENPC.UT ... ... 10.00 +0.03 ...
17.13 5.42 CNH Indl CNHI .8 dd 17.01 +0.15 .131 13.56 10.07 ChurchillCapII CCX.UT ... ... 10.60 +0.22 ...
62.53 32.59 Coursera COUR ... dd 38.12 +1.98 ... 20.73 16.16 DuckhornPtf NAPA ... ... 17.00 –1.25 ... 10.52 9.60 ExecutiveNtwkA ENPC ... ... 9.78 +0.05 ...
27.86 12.05 CNO Financial CNO 1.9 8 27.45 +0.57 .13 11.99 9.92 ChurchillCapIIA CCX ... dd 10.03 +0.03 ...
38.15 23.78 CousinsProperties CUZ 3.5 57 35.39 –0.72 .31 65.40 24.65 Ducommun DCO ... 24 56.28 –1.72 ... 1.68 0.42 ExecutiveNtwkWt ENPC.WT ... ... .91 +0.04 ...
15.89 7.97 CNX Resources CNX ... dd 13.80 +0.05 ... 3.39 1.01 ChurchillCapIIWt CCX.WT ... ... 1.46 +0.08 ...
15.60 7.44 Covanta CVA 2.1 cc 15.14 –0.20 .08 108.00 77.58 DukeEnergy DUK 3.7 59 103.06 +2.20 .965 13.97 0.57 Express EXPR ... dd 3.23 –0.18 ...
14.11 3.66 CONSOL Energy CEIX ... 48 13.15 –0.18 ... 64.86 9.60 ChurchillCapIV CCIV ... ... 17.94 –1.34 ...
99.93 46.67 Crane CR 1.7 26 98.54 –0.66 .43 46.86 29.58 DukeRealty DRE 2.3 47 44.95 –0.98 .255 8.93 2.77 Exterran EXTN ... dd 4.91 +1.15 ...
51.46 27.26 CRH CRH 2.2 36 51.18 +0.19 .93 73.63 8.90 ChurchillCapIV CCIV.UT ... ... 19.39 –1.59 ...
11.06 5.64 Crawford A CRD.A 2.4 12 10.12 +0.37 .06 29.55 21.34 Dun&Bradstreet DNB ... dd 22.14 –0.44 ... 149.43 80.86 ExtraSpaceSt EXR 2.8 33 144.63 –2.61 1.00
56.90 33.41 CTO Realty CTO 7.7 3 52.12 –0.53 1.00 43.98 0.93 ChurchillCapIVWt CCIV.WT ... ... 7.25 –1.05 ...
10.67 4.98 Crawford B CRD.B 2.5 11 9.55 +0.11 .06 87.27 44.40 DuPont DD 1.4 15 83.24 +0.39 .30 64.02 31.11 ExxonMobil XOM 5.7 dd 60.77 –1.66 .87
37.26 18.17 CTS CTS .5 26 34.50 +1.39 .04 13.75 10.06 ChurchillCapCorp.V CCV.UT ... ... 10.25 –0.08 ...
172.12 110.47 Credicorp BAP ... cc 145.78 +24.66 ... 101.16 26.66 DycomInds DY ... 89 92.07 –6.67 ...
183.90 47.22 C3.ai AI ... ... 51.94 –4.41 ... 13.88 9.70 ChurchillCapV A CCV ... ... 9.91 –0.10 ...
20.81 5.66 Curo CURO 2.9 10 15.11 –0.68 .11 12.97 9.90 ChurchillCapVI CCVI.UT ... ... 10.01 –0.31 ... 14.95
4.66
7.56
1.05
CreditSuisse
CrescentPoint CPG
CS 1.0
.2
24
dd
10.45
4.02
+0.06
–0.34
.0542
.0021
3.97
56.94
1.46
32.44
DynagasLNG
Dynatrace
DLNG
DT
...
... cc
3 2.72
46.68
–0.05
–0.10
...
... F
27.02 9.81 CVR Energy CVI .0 dd 23.04 –0.37 .40 10.61 9.81 ChurchillVI A CCVI ... ... 9.83 –0.23 ...
1.97 0.97 ChurchillVI Wt CCVI.WT ... ... 1.04 –0.30 ... 31.55 9.85 CrestwoodEquity CEQP 8.3 dd 30.25 –0.01 .625 20.41 12.08 DynexCapital DX 8.1 1 19.31 –0.81 .13
62.98 5.75 CVR Partners UAN ... dd 52.97 –4.84 ... 9.19 5.23 CrestwoodEqUn CEQP.PR 9.3 ... 9.11 +0.06 .2111 14.95 9.89 FastAcqn FST.UT ... ... 13.65 –0.50 ...
87.18 55.36 CVS Health CVS 2.4 15 84.33 –0.78 .50 11.50 9.74 ChurchillCapVII CVII.UT ... ... 10.00 –0.07 ... 13.20 9.59 FastAcqnA FST ... ... 11.93 –0.67 ...
2326.80 1682.44 CableOne CABO .6 35 1740.36 –15.87 2.50 10.00 9.75 ChurchillVII A CVII ... ... 9.77 –0.09 ... 10.58
21.73
5.16
11.82
CrossTimbers
CrossAmerPtrs
CRT
CAPL
6.5
10.6
13
24
10.16
19.90
–0.03
–0.47
.0965
.525 E 4.50 0.70 FastAcqnWt FST.WT ... ... 3.20 –0.15 ...
63.50 28.39 Cabot CBT 2.2 dd 62.28 –0.09 .35 1.90 0.98 ChurchillVII Wt CVII.WT ... ... 1.08 –0.12 ... 81 10.10 9.81 FastAcqnII FZT.UT ... ... 9.98 ... ...
189.59 146.15 CrownCastle CCI 2.9 181.11 –2.21 1.33
22.67 15.76 CabotOil COG 2.5 26 17.77 +0.38 .11 61.52 38.03 Ciena CIEN ... 23 51.74 –2.13 ... 114.55 58.10 CrownHoldings CCK .7 21 111.69 –1.85 .20 31.29 12.83 elfBeauty ELF ... cc 28.86 –1.27 ... 9.99 9.71 FastAcqnII A FZT ... ... 9.75 –0.06 ...
39.07 15.63 Cactus WHD 1.0 93 35.31 –0.68 .09 272.81 158.84 Cigna CI 1.5 11 263.52 +2.34 1.00 10.50 9.74 CrownPropTech CPTK.UT ... ... 9.94 +0.02 ... 127.33 55.23 EMCOR EME .4 49 124.78 –0.53 .13 1.10 0.71 FastAcqnII Wt FZT.WT ... ... .95 +0.20 ...
23.88 5.58 CadenceBancorp CADE 2.6 10 23.09 +0.17 .15 73.96 22.39 CimarexEnergy XEC 1.5 dd 71.49 +0.83 .27 10.00 9.55 CrownPropA CPTK ... ... 9.70 –0.02 ... 25.50 13.36 ENI E 2.3 dd 25.44 +0.09 .5813 49.62 18.92 FB Financial FBK 1.0 16 42.65 +0.72 .11
31.94 13.27 CAE CAE ... cc 30.52 –0.86 ... 15.46 14.65 CincinnatiBell CBB ... dd 15.41 –0.02 ... 1.19 0.60 CrownPropWt CPTK.WT ... ... .70 ... ... 86.60 31.22 EOG Rscs EOG 2.0 cc 82.60 –0.50 1.00 60.98 32.42 FBL Financial FFG 3.4 15 60.90 +0.03 .52
27.05 5.47 Caleres CAL 1.1 dd 25.97 –0.62 .07 27.85 7.56 Cinemark CNK ... dd 22.23 +0.66 ... 14.39 9.97 CrucibleAcqn CRU.UT ... ... 10.05 –0.14 ... 466.97 205.24 EPAM Systems EPAM ... 76 451.56 –8.64 ... 12.63 9.96 FG NewAmerica FGNA.UT ... ... 11.01 +0.01 ...
28.10 10.99 CaliforniaRscs CRC ... dd 24.13 –0.80 ... 14.49 9.40 CinerRscs CINR ... 34 12.85 +0.02 ... 11.10 9.62 CrucibleAcqnA CRU ... ... 9.73 –0.15 ... 51.84 20.62 EPR Prop EPR ... dd 47.94 –1.56 ... 11.60 9.78 FGNewAmericaA FGNA ... ... 10.07 –0.06 ...
61.98 41.19 CalWtrSvc CWT 1.6 25 56.64 –1.19 .23 43.20 10.29 CircorIntl CIR ... dd 37.07 –0.28 ... 3.30 0.90 CrucibleAcqnWt CRU.WT ... ... 1.04 +0.08 ... 10.49 9.73 EQ Health EQHA.UT ... ... 10.01 –0.01 ... 3.00 0.53 FGNewAmericaWt FGNA.WT ... ... 1.92 +0.04 ...
48.78 10.83 Calix CALX ... 45 41.44 –6.56 ... 76.84 40.49 Citigroup C 2.7 10 76.56 +1.48 .51 32.34 16.13 CryoLife CRY ... dd 28.99 –1.67 ... 9.99 9.61 EQ Health A EQHA ... ... 9.78 –0.02 ... 123.66 87.45 FMC FMC 1.6 29 118.19 –2.22 .48
34.26 11.52 CallawayGolf ELY .0 65 33.82 +2.69 .01 50.61 19.45 CitizensFin CFG 3.1 14 50.47 +1.03 .39 43.11 23.36 CubeSmart CUBE 3.2 49 42.05 –0.13 .34 0.75 0.43 EQ Health Wt EQHA.WT ... ... .56 –0.03 ... 13.83 6.29 FNB FNB 3.5 14 13.62 +0.09 .12
46.00 4.50 CallonPetrol CPE ... dd 36.71 –4.41 ... 7.06 5.15 Citizens CIA ... dd 5.66 –0.04 ... 78.13 31.90 Cubic CUB .4 cc 74.81 –0.09 .135 21.79 10.52 EQT EQT ... dd 21.39 +0.70 ... 21.80 12.30 FS KKR Cap FSK 11.2 5 21.45 +0.30 .60
124.69 81.20 CamdenProperty CPT 2.7 cc 122.27 –0.42 .83 11.60 6.12 CityOfficeREIT CIO 5.4 11 11.03 –0.30 .15 124.81 61.50 Cullen/Frost CFR 2.3 20 124.41 +0.95 .72 115.84 72.47 ESCO Tech ESE .3 cc 101.95 –7.59 .08 147.38 94.87 FTI Consulting FCN ... 24 142.37 –1.42 ...
20.27 9.01 Cameco CCJ .3 dd 19.66 –0.42 .0609 20.67 5.04 Civeo CVEO ... cc 16.76 –0.26 ... 17.88 5.28 Culp CULP 3.0 dd 14.65 –0.14 .11 10.10 9.75 ESM Acqn ESM.UT ... ... 9.99 –0.03 ... 94.25 54.58 Fabrinet FN ... 23 81.71 –3.54 ...
54.08 44.53 CampbellSoup CPB 3.0 19 49.27 –0.28 .37 33.55 20.82 Clarivate CLVT ... dd 28.48 +0.52 ... 277.09 153.31 Cummins CMI 2.0 21 265.67 –0.72 1.35 9.90 9.72 ESM Acqn A ESM ... ... 9.73 –0.08 ... 365.77 277.77 FactSet FDS 1.0 33 330.91 –6.14 .82
49.20 14.27 CampingWorld CWH .8 10 45.77 –0.57 .14 11.15 9.81 ClassAccel CLAS.UT ... ... 10.02 +0.03 ... 133.37 82.03 CurtissWright CW .6 25 127.87 –4.62 .18 0.90 0.68 ESM Acqn Wt ESM.WT ... ... .74 +0.02 ... 547.57 344.23 FairIsaac FICO ... 52 491.41 –4.76 ...
50.05 18.52 CanadaGoose GOOS ... 77 38.20 –5.04 ... 9.97 9.46 ClassAccelA CLAS ... ... 9.67 –0.01 ... 18.90 8.96 Cushman&Wkfd CWK ... dd 18.68 –0.03 ... 11.97 8.26 E2open ETWO ... dd 10.43 –0.32 ... 22.60 8.90 FangHoldings SFUN ... dd 11.42 –0.16 ...
109.74 55.73 CIBC CM 4.3 16 109.38 +1.71 1.1575 1.29 0.50 ClassAccelWt CLAS.WT ... ... .58 –0.02 ... 10.96 1.98 CustomTruck CTOS ... dd 9.57 –1.12 ... 3.50 1.20 E2openWt ETWO.WT ... ... 2.51 +0.07 ... 11.65 9.97 FarPeakAcqn FPAC.UT ... ... 10.01 –0.20 ...
119.61 77.71 CanNtlRlwy CNI 1.9 29 107.33 –5.03 .4992 96.47 48.02 CleanHarbors CLH ... 36 93.79 –0.60 ... 2.98 0.08 CustomTruckWt CTOS.WT ... ... 2.55 –0.33 ... 153.30 52.26 EagleMaterials EXP ... 19 151.63 +4.62 ... 10.82 9.66 FarPeakAcqnA FPAC ... ... 9.76 –0.16 ...
34.75 14.85 CanNaturalRes CNQ 4.4 23 34.38 +0.02 .3855 2.63 0.85 ClearChannelOutdr CCO ... dd 2.16 –0.40 ... 35.78 8.53 CustomersBancorp CUBI ... 7 34.99 –0.05 ... 10.17 1.91 EarthstoneEner ESTE ... dd 9.43 –0.11 ... 2.74 0.76 FarPeakAcqnWt FPAC.WT ... ... .82 –0.12 ...
81.63 43.70 CanPacRlwy CP .8 5 79.91 +0.36 .152 45.81 27.94 ClearwaterPaper CLW ... 6 29.80 –1.52 ... 5.29 1.71 CypressEnvl CELP ... dd 2.30 –0.07 ... 26.15 19.64 EasterlyGovtProp DEA 5.2 96 20.05 –1.13 .26 73.87 12.83 Farfetch FTCH ... dd 41.90 –2.86 ...
19.60 4.20 Cango CANG 4.3 2 5.41 –0.40 1.00 34.47 18.69 ClearwayEnergyA CWEN.A 5.2 50 24.56 –0.18 .329 159.54 96.23 EastGroup EGP 2.0 54 154.71 –1.44 .79 14.85 6.25 FarmlandPtrs FPI 1.5 dd 13.57 –0.81 .05
46.57 31.38 Cannae CNNE ... 3 36.27 –1.81 ... 37.23 20.22 ClearwayEnergyC CWEN 4.9 53 26.37 –0.30 .329 129.51 59.26 EastmanChem EMN 2.1 36 128.99 +4.02 .69 136.50 36.03 Fastly FSLY ... dd 42.60 +0.72 ...
25.94 15.46 Canon CAJ 2.6 24 23.34 –0.58 .36 22.90 3.92 Cleveland-Cliffs CLF ... dd 19.51 –1.61 ... D 60.00 2.00 EastmanKodak KODK ... dd 6.75 –0.53 ... 93.86 53.22 FedAgriMtg A AGM.A 3.9 9 90.00 –1.61 .88
89.76 32.37 CantelMedical CMD ... 72 83.48 –4.70 ... 27.36 9.95 ClimateChgI CLII.UT ... ... 11.38 –1.37 ... 149.38 73.12 Eaton ETN 2.1 42 148.16 +0.64 .76 111.88 56.82 FedAgriMtg C AGM 3.4 10 103.16 +0.87 .88
160.37 57.25 CapitalOne COF 1.0 10 158.11 +0.40 .40 24.34 9.75 ClimateChgCrisisA CLII ... ... 11.05 –0.60 ... 10.88 9.71 D&ZMedia DNZ.UT ... ... 10.00 ... ... 231.36 181.25 Ecolab ECL .9 dd 224.06 –4.37 .48 118.50 67.01 FederalRealty FRT 3.8 74 112.53 –3.84 1.06
51.91 7.35 CapitalSrLiving CSU ... dd 50.50 +2.50 ... 8.27 0.75 ClimateChgCrisWt CLII.WT ... ... 2.04 –0.48 ... 10.84 9.67 D&ZMediaA DNZ ... ... 9.80 +0.04 ... 14.47 8.50 Ecopetrol EC .7 21 12.99 +0.75 .0932 43.47 25.39 FederalSignal FSS .8 28 42.88 –0.19 .09
2.00 1.06 CapitolInvV Wt CAP.WT ... ... 1.40 +0.06 ... 12.38 9.85 ClimateRealI CLIM.UT ... ... 10.09 +0.01 ... 1.45 0.50 D&ZMediaWt DNZ.WT ... ... .78 –0.02 ... 45.48 25.05 EdgewellPersonal EPC 1.4 41 43.50 –0.09 .15 34.03 20.01 FederatedHermes FHI 3.2 10 33.25 +0.53 .27
11.13 10.00 CapitolInvtV CAP.UT ... ... 10.35 –0.05 ... 10.20 9.55 ClimateReal II A CLIM ... ... 9.90 +0.10 ... 26.97 7.66 DCP Midstream DCP 5.9 23 26.24 +0.93 .39 66.68 48.47 EdisonInt EIX 4.5 27 58.39 –0.19 .6625 317.00 106.25 FedEx FDX .8 20 309.43 –5.26 .65
May 17, 2021 BARRON’S M15

New York Stock Exchange Composite List

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
134.30 73.62 Ferguson FERG 2.1 22 131.03 –1.57 1.80 12.05 9.92 GalileoAcquisition GLEO.UT ... ... 11.20 +0.10 ... 22.88 8.16 Harsco HSC ... dd 22.78 +0.23 ...
233.66 156.09 Ferrari RACE .5 48 198.65 –1.85 1.0386 10.55 9.70 GalileoAcqn GLEO ... ... 9.95 –0.06 ... 69.94 32.32 HartfordFinl HIG 2.1 14 66.07 –0.58 .35
22.00 10.22 Ferro FOE ... 40 21.80 +4.26 ... 1.49 0.15 GalileoAcqnWt GLEO.WT ... ... .95 –0.15 ... 48.91 13.09 HavertyFurn HVT 2.0 11 44.92 –1.71 .22 End of the Line: NYSE Composite breadth fell for the first time in
47.19 24.55 FidNatlFin FNF 3.1 7 47.02 +0.83 .36 154.03 85.06 Gallagher AJG 1.3 34 147.30 –3.86 .48 47.60 13.98 HavertyFurn A HVT.A 1.9 11 42.96 –2.93 .20
156.73 120.17 FidNatlInfo FIS 1.0 dd 150.00 –1.59 .39 483.00 3.77 GameStop GME ... dd 159.92 –1.19 ... 45.97 31.83 HawaiianElec HE 3.0 21 44.60 –0.59 .34 eight weeks, after an inflation scare caused the S&P 500 to drop 1.4%
1.80 1.01 FigureAcqnI Wt FACA.WT ... ... 1.09 –0.12 ... 6.33 0.94 Gannett GCI ... dd 5.21 +0.75 ... 25.28 15.61 Hayward HAYW ... ... 24.54 +1.11 ...
11.95 9.95 FigureAcqnI FACA.UT ... ... 10.22 –0.25 ... 37.06 6.92 Gap GPS 1.3 dd 35.71 +0.27 .12 34.01 26.77 HealthcareRealty HR 4.0 45 30.28 –1.44 .3025 last week. Losing NYSE stocks outpaced winners by 5 to 2.
10.55 9.88 FigureAcqnI A FACA ... ... 10.05 –0.04 ... 239.09 108.50 Gartner IT ... 58 231.10 –2.90 ... 29.70 23.39 HealthcareAmer HTA 4.6 cc 27.73 –0.56 .32 BREADTH DJIA
11.67 9.22 FinanceofAm FOA ... dd 9.79 –1.16 ... 6.50 2.23 GasLog GLOG 3.4 11 5.81 –0.02 .05 34.58 21.52 HealthpeakProp PEAK 3.6 64 33.08 –0.44 .30
2.31 0.42 FinanceofAmWt FOA.WT ... ... 1.40 –0.23 ... 5.95 2.10 GasLogPartners GLOP 5.0 6 3.08 ... .01 8.45 2.72 HeclaMining HL .2 cc 7.56 +0.28 .0112 598000 34950
10.15 9.76 FinTechEvol FTEV.UT ... ... 10.00 +0.01 ... 18.35 8.43 GatesIndustrial GTES ... 47 17.85 +0.28 ... 142.89 82.57 Heico HEI .1 71 136.48 –5.15 .08
10.25 9.67 FinTechEvolA FTEV ... ... 9.71 ... ... 24.00 5.78 GatosSilver GATO ... dd 12.17 +0.36 ... 131.44 68.11 Heico A HEI.A .1 65 124.63 –6.37 .08 BREADTH 594,480 s
1.43 0.76 FinTechEvolWt FTEV.WT ... ... .77 –0.13 ... 17.00 4.51 GencoShipping GNK 1.3 dd 15.23 –1.16 .05 6.76 2.01 HelixEnergy HLX ... 25 5.13 +0.05 ...
10.61 1.43 FinVolution FINV 2.2 7 6.84 +0.35 .17 364.00 99.48 Generac GNRC ... 42 300.89 –26.49 ... 33.70 12.87 Helm&Payne HP 3.4 dd 29.35 –0.87 .25 578400 32800
66.87 43.50 FirstAmerFin FAF 2.8 9 66.58 +0.07 .46 197.51 129.17 GeneralDynamics GD 2.5 17 191.94 –2.88 1.19 59.00 38.82 Herbalife HLF ... 13 49.86 –0.31 ...
13.22 4.48 FirstBanCorp FBP 2.1 18 13.03 –0.07 .07 14.42 5.48 GeneralElec GE .3 dd 13.26 –0.04 .01 114.74 21.13 HercHoldings HRI ... 29 106.51 –6.24 ...
15.56 7.03 FirstCmwlthFin FCF 3.0 14 15.30 +0.12 .115 66.14 53.96 GeneralMills GIS 3.2 15 63.40 +0.35 .51 17.72 9.87 HerculesCapital HTGC 7.5 6 16.98 –0.68 .07 558800 30650
9.90 5.75 First HS Educ FHS ... ... 6.22 –0.28 ... 63.44 21.83 GeneralMotors GM ... 9 56.00 –2.99 ... 14.05 8.28 HeritageInsurance HRTG 2.8 dd 8.61 –0.79 .06
19.44 7.63 FirstHorizon FHN 3.1 10 19.14 –0.01 .15 57.45 14.07 Genesco GCO ... dd 55.72 –0.73 ... 13.05 3.94 HershaHospitality HT ... dd 11.05 –0.58 ... s
50.35 32.92 FirstIndRlty FR 2.2 30 50.10 +0.93 .27 12.08 3.78 GenesisEnergy GEL 6.3 dd 9.53 +0.15 .15 173.64 125.50 Hershey HSY 1.9 25 171.11 +2.62 .804 DJIA
24.01 8.16 FirstMajestic AG .1 66 16.00 –0.39 .0045 11.75 9.76 GenesisParkA GNPK ... ... 10.04 –0.02 ... 84.50 34.82 Hess HES 1.2 dd 84.33 +1.80 .25 539200 28500
191.76 94.31 FirstRepBank FRC .5 30 188.77 +0.90 .22 13.15 9.98 GenesisParkAcqnUn GNPK.UT ... ... 10.72 –0.23 ... 23.84 14.56 HessMidstream HESM 7.8 17 23.24 +0.61 .4526
44.10 22.85 FirstEnergy FE 4.1 16 37.61 +0.09 .39 3.40 0.95 GenesisParkWt GNPK.WT ... ... 1.40 –0.42 ... 16.74 8.29 HewlettPackard HPE 3.0 dd 16.26 –0.22 .12
14.00 9.95 FirstMarkHorizon FMAC.UT ... ... 10.24 –0.16 ... 9.60 5.51 GenieEnergy GNE 5.2 47 6.52 +0.69 .085 64.84 27.03 Hexcel HXL ... dd 52.51 –1.93 ... 519600 26350
14.44 9.76 FirstMarkHorizonA FMAC ... ... 9.88 –0.12 ... 23.49 9.80 GeniusSports GENI ... ... 18.35 –0.44 ... 11.50 9.93 HighlandTransI HTPA.UT ... ... 10.04 –0.22 ...
4.50 1.05 FirstMarkHorizonWt FMAC.WT ... ... 1.20 –0.08 ... 9.95 1.03 GeniusSportsWt GENI.WT ... ... 7.04 –0.01 ... 10.97 9.61 HighlandTransI HTPA ... ... 9.76 –0.11 ...
31.96 8.70 Fisker FSR ... dd 10.50 –0.78 ... 49.00 31.96 Genpact G 1.0 28 44.65 –2.48 .1075 2.90 0.65 HighlandTranIWt HTPA.WT ... ... .91 –0.15 ...
8.56 4.00 FivePoint FPH ... 72 6.86 –0.62 ... 135.93 69.33 GenuineParts GPC 2.5 73 131.96 –1.50 .815 45.89 29.18 HighwoodsProp HIW 4.4 21 43.51 –0.95 .48 500000 24200
336.00 52.50 FiverrIntl FVRR ... dd 169.70 –10.63 ... 4.76 1.87 GenworthFin GNW ... 5 4.10 –0.23 ... 3.38 1.25 HillIntl HIL ... dd 2.35 –0.45 ... J J A S O N D J F M A M
51.58 23.55 Flagstar FBC .5 4 45.84 –0.68 .06 18.50 6.61 GeoPark GPRK .5 dd 15.77 –0.55 .0205 117.68 80.31 Hill-Rom HRC .9 26 111.07 +0.92 .24
10.18 9.80 FlameAcqn FLME.UT ... ... 10.00 +0.02 ... 7.27 1.88 Gerdau GGB .4 13 6.58 –0.34 .0735 52.84 19.39 Hillenbrand HI 1.8 21 46.68 +0.56 .215 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
9.79 9.60 FlameAcqnA FLME ... ... 9.70 +0.02 ... 32.28 22.30 GettyRealty GTY 5.1 18 30.34 –1.28 .39 39.60 13.74 Hilltop HTH 1.3 6 36.76 +0.84 .12 added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
0.73 0.46 FlameAcqnWt FLME.WT ... ... .69 +0.02 ... 12.12 9.95 GigCapital2 GIX ... dd 10.04 ... ... 46.57 16.89 HiltonGrandVac HGV ... dd 44.84 +0.54 ... plot. Dec. 31, 1985 =1000.
295.36 214.88 FleetCorTech FLT ... 32 272.93 –12.73 ... 0.60 0.17 GigCapital2Rt GIX.RT ... ... .38 –0.02 ... 132.69 66.51 Hilton HLT ... dd 123.61 +0.17 ...
12.38 4.28 FlexLNG FLNG 9.8 82 12.19 +0.14 .30 15.00 10.01 GigCapital2Un GIX.UT ... ... 10.95 +0.15 ... 25.40 8.09 Hims&HersHealth HIMS ... dd 8.84 –1.96 ...
116.58 42.27 Floor&Decor FND ... 48 104.59 –8.89 ... 2.47 0.23 GigCapital2Wt GIX.WT ... ... .72 –0.12 ... 12.99 0.90 Hims&HersWt HIMS.WT ... ... 2.05 –0.54 ...
3.09 0.70 FlotekIndustries FTK ... dd 1.85 +0.20 ... 38.14 12.48 Gildan GIL .0 dd 35.96 –0.71 .154 17.67 9.11 HoeghLNG Ptrs HMLP 10.7 11 16.40 –0.04 .44 52-Week Tick Div 52-Week Tick Div
25.18 21.55 FlowersFoods FLO 3.3 34 24.25 –0.24 .20 19.48 12.91 Glatfelter GLT 3.9 29 14.49 –0.80 .14 21.85 10.48 HollyEnergy HEP 6.5 11 21.38 +0.43 .35 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
43.71 22.27 Flowserve FLS 1.9 43 43.21 +0.56 .20 99.00 34.10 Glaukos GKOS ... dd 74.76 –8.28 ... 42.39 16.81 HollyFrontier HFC 3.9 dd 35.82 +0.17 .35
25.08 8.10 Fluor FLR ... dd 19.14 –5.54 ... 42.77 33.26 GSK GSK 5.1 14 39.08 +0.73 .527 345.69 232.70 HomeDepot HD 2.0 27 323.63 –15.62 1.65 1.50 0.87 InterPrivateII Wt IPVA.WT ... ... .95 –0.07 ... 36.27 17.61 KenonHoldings KEN ... 4 33.10 –0.84 ...
17.02 5.16 FlyLeasing FLY ... dd 16.95 –0.01 ... 15.93 6.67 GlobalBlue GB ... dd 10.73 +0.22 ... 31.92 22.69 HondaMotor HMC 2.1 13 30.25 –0.68 .2312 10.15 9.75 InterPrivateIII IPVF.UT ... ... 9.95 –0.04 ... 28.85 10.02 KensingtonCapII KCAC.UT ... ... 10.35 –0.09 ...
15.72 10.13 FoleyTrasimene WPF.UT ... ... 10.60 –0.11 ... 2.55 0.26 GlobalBlueWt GB.WT ... ... 1.24 –0.01 ... 44.74 32.11 HoraceMannEdu HMN 3.1 11 39.67 –0.44 .31 10.00 9.70 InterPrivateII A IPVF ... ... 9.75 –0.03 ... 10.65 9.93 KensingtonII A KCAC ... ... 10.00 ... ...
14.51 9.74 FoleyTrasimeneA WPF ... ... 10.08 +0.02 ... 5.23 2.54 GlobalCordBlood CO ... 9 5.00 –0.16 ... 12.65 9.84 HorizonAcqn HZAC.UT ... ... 10.66 +0.08 ... 1.40 0.75 InterPrivateIII Wt IPVF.WT ... ... .95 –0.03 ... 3.50 1.09 KensingtonII Wt KCAC.WT ... ... 1.57 –0.31 ...
4.33 1.20 FoleyTrasimeneWt WPF.WT ... ... 1.63 –0.04 ... 14.84 9.01 GlobalMedREIT GMRE 5.7 dd 14.31 +0.20 .205 11.34 9.29 HorizonAcqnA HZAC ... ... 10.14 +0.19 ... 33.71 14.99 Interpublic IPG 3.3 29 32.52 –0.95 .27 23.45 9.60 KeyCorp KEY 3.2 13 23.39 +0.32 .185
83.15 52.91 FomentoEconMex FMX 1.7 dd 82.59 +2.80 .5771 19.58 12.38 GlobalNetLease GNL 8.6 dd 18.65 –0.50 .40 3.00 0.75 HorizonAcqnWt HZAC.WT ... ... 1.63 +0.14 ... 39.19 7.60 IntrepidPotash IPI ... dd 26.24 –0.68 ... 155.50 90.62 KeysightTechs KEYS ... 41 139.85 –3.56 ...
64.85 23.73 FootLocker FL 1.2 21 64.60 +1.41 .20 27.22 9.02 GlobalPtnrs GLP 8.8 9 23.67 –1.17 .575 13.19 9.98 HorizonAcqnII HZON.UT ... ... 10.55 –0.14 ... 10.94 5.55 Invacare IVC ... dd 8.20 +0.14 ... 70.54 45.28 KilroyRealty KRC 3.0 12 66.75 –1.04 .50
13.62 4.75 FordMotor F ... 12 11.84 +0.02 ... 220.81 153.33 GlobalPayments GPN .4 93 198.93 –2.48 .195 12.16 9.91 HorizonII A HZON ... ... 10.09 –0.05 ... 8.40 2.53 InvescoMtg IVR 10.2 dd 3.54 –0.07 .09 13.33 5.57 KimbellRoyalty KRP 6.0 dd 12.91 +0.50 .27
20.56 10.11 ForestRoadAcqn FRX.UT ... ... 10.63 –0.22 ... 17.85 3.71 GlobalShipLease GSL 6.5 9 15.36 +0.46 .25 3.27 1.10 HorizonII Wt HZON.WT ... ... 1.56 –0.26 ... 11.57 10.01 Investindustrial IIAC.UT ... ... 10.03 –0.17 ... 160.16 128.02 KimberlyClark KMB 3.4 20 134.18 –1.32 1.14
18.20 9.72 ForestRoadA FRX ... ... 9.92 –0.15 ... 244.72 117.39 Globant GLOB ... cc 214.96 –2.92 ... 11.78 1.32 HorizonGlobal HZN ... dd 7.86 +0.31 ... 11.00 9.65 InvestindustrialA IIAC ... ... 9.75 –0.13 ... 21.86 8.70 KimcoRealty KIM 3.2 9 21.23 –0.23 .17
7.38 1.70 ForestRoadWt FRX.WT ... ... 2.25 –0.19 ... 108.22 65.31 GlobeLife GL .7 15 106.43 +0.44 .1975 52.97 43.45 HormelFoods HRL 2.1 29 46.58 –0.56 .245 2.56 0.80 InvestindustrialWt IIAC.WT ... ... .95 –0.09 ... 18.48 11.45 KinderMorgan KMI 5.9 23 18.36 +0.52 .27
10.59 9.90 ForestRoad II FRXB.UT ... ... 9.99 –0.02 ... 75.00 43.22 GlobusMedical GMED ... 61 72.24 –1.06 ... 106.89 45.08 DR Horton DHI .8 11 96.29 –7.58 .20 61.59 15.12 Invitae NVTA ... dd 27.74 –2.21 ... 5.50 1.82 KingswayFin KFS ... dd 4.94 –0.04 ...
10.16 9.71 ForestRoadII A FRXB ... ... 9.91 +0.02 ... 93.75 66.50 GoDaddy GDDY ... dd 81.61 +0.55 ... 74.51 52.84 HoulihanLokey HLI 2.3 16 74.00 +6.03 .43 35.48 23.45 InvitatHomes INVH 1.9 cc 35.11 +0.08 .17 11.17 9.99 KingswoodAcqn KWAC.UT ... ... 10.40 –0.07 ...
1.35 0.77 ForestRoadAcqnIIWt FRXB.WT ... ... .80 –0.16 ... 14.90 6.97 GoldFields GFI 2.2 14 11.22 +0.74 .2182 141.00 10.33 Hovnanian HOV ... 11 118.67 –12.29 ... 42.87 22.19 IronMountain IRM 5.8 38 42.50 +1.20 .6185 10.35 9.77 KingswoodA KWAC ... ... 10.00 –0.03 ...
26.55 12.39 Forestar FOR ... 13 23.47 –1.77 ... 10.68 9.60 GoldenFalconA GFX ... ... 9.70 –0.08 ... 113.20 42.03 HowardHughes HHC ... cc 104.71 –6.02 ... 10.11 9.80 IsosAcqn ISOS.UT ... ... 9.99 ... ... 1.29 0.48 KingswoodWt KWAC.WT ... ... .53 –0.07 ...
45.87 35.53 Fortis FTS 3.5 22 45.42 +0.12 .3962 11.40 9.90 GoldenFalconAcqnUn GFX.UT ... ... 10.03 –0.07 ... 33.89 10.74 HowmetAerospace HWM ... cc 33.25 –0.32 ... 9.99 9.70 IsosAcqnA ISOS ... ... 9.87 +0.07 ... 10.32 5.88 KinrossGold KGC 1.5 7 7.78 +0.04 .03
75.00 45.93 Fortive FTV .4 16 70.61 –2.21 .07 2.45 0.66 GoldenFalconWt GFX.WT ... ... .69 –0.05 ... 19.64 12.79 HuanengPower HNP 4.7 7 14.48 –0.19 .7752 1.00 0.56 IsosAcqnWt ISOS.WT ... ... .74 –0.02 ... 70.51 35.10 Kirby KEX ... 59 69.54 +2.12 ...
11.08 9.75 FortressCap FCAX.UT ... ... 9.99 –0.14 ... 20.64 14.70 GoldmanSachsBDC GSBD 9.3 5 19.30 –0.38 .05 201.06 110.85 Hubbell HUBB 2.0 30 194.09 –5.09 .98 18.86 8.57 iStar STAR 2.5 dd 17.80 –0.78 .11 57.69 31.72 KirklandLakeGold KL 1.8 15 41.47 +0.62 .1875
10.10 9.50 FortressCapA FCAX ... ... 9.84 –0.16 ... 376.98 170.58 GoldmanSachs GS 1.4 9 368.77 –2.12 1.25 574.83 178.65 HubSpot HUBS ... dd 498.05 –11.61 ... 7.38 3.01 ItauCorpBanca ITCB ... dd 5.47 –0.12 ... 21.90 7.86 KiteRealty KRG 2.8 cc 20.56 –1.02 .18
2.22 0.72 FortressCapWt FCAX.WT ... ... .84 –0.03 ... 36.75 26.22 Gorman-Rupp GRC 1.7 34 35.43 –0.48 .155 9.60 2.03 HudbayMinerals HBM .2 dd 8.08 –1.15 .0077 6.37 3.71 ItauUnibanco ITUB 2.4 14 5.47 +0.21 .0029 50.96 36.98 Knight-Swift KNX .8 17 48.88 –0.49 .10
31.81 7.80 FortressTransport FTAI 4.8 dd 27.34 –1.08 .33 68.87 38.70 GraceWR GRA 1.9 cc 68.36 –0.03 .33 30.97 18.62 HudsonPacProp HPP 3.7 dd 26.97 –0.70 .25 12.73 10.10 IvanhoeCap IVAN.UT ... ... 10.49 +0.01 ... 25.43 9.28 Knoll KNL 1.0 dd 25.22 +0.72 .06
13.05 9.65 FortressValueII FAII ... ... 9.95 –0.05 ... 79.37 43.32 Graco GGG 1.0 37 77.07 –1.47 .1875 475.44 365.06 Humana HUM .6 16 452.75 –12.33 .70 11.10 9.50 IvanhoeCapA IVAN ... ... 9.99 –0.10 ... 19.90 11.30 KnotOffshore KNOP 11.0 9 18.84 –0.60 .52
13.75 9.95 FortressValueII FAII.UT ... ... 10.29 –0.21 ... 13.89 5.56 GrafTechIntl EAF .3 9 13.72 +0.43 .01 223.79 136.44 HuntingIngalls HII 2.1 13 216.21 –0.78 1.14 3.01 1.26 IvanhoeCapWt IVAN.WT ... ... 1.37 –0.06 ... 22.11 12.95 Knowles KN ... 66 19.78 –0.70 ...
4.00 1.12 FortressValueIIWt FAII.WT ... ... 1.77 –0.10 ... 17.44 10.91 Graham GHM 2.9 59 15.13 +0.64 .11 32.35 14.69 Huntsman HUN 2.5 16 30.09 –1.53 .1875 64.16 16.10 Kohl's KSS 1.6 dd 61.32 –0.48 .25
669.90 1.51 1.0331
11.76
10.70
9.90
9.69
FortressValueIII
FortressVal III A
FVT.UT
FVT
...
...
...
...
10.05
9.91
–0.23
–0.12
...
... 479.87
313.10
273.44
GrahamHoldings
Grainger
GHC
GWW
.9
1.4 33
7 650.82
467.06
–7.76
+1.42 1.62
92.22
58.66
45.55
7.69
HyattHotels
Hyliion HYLN
H ...
...
dd
dd
79.23
8.55
–1.24
–0.57
...
... J 61.23
69.16
40.00
13.53
KoninklijkePhil
KontoorBrands
PHG
KTB
1.8
2.4
37
28
56.37
65.43
–2.11
+0.90 .40
2.76 0.85 FortressVal III Wt FVT.WT ... ... 1.06 –0.20 ... 42.42 13.18 GraniteConstr GVA 1.3 dd 40.03 +1.19 .13 102.17 31.88 HysterYaleMatls HY 1.6 49 79.40 +1.88 .3225 39.44 11.59 Koppers KOP ... 7 35.16 –3.06 ...
10.13 9.75 FortressValueIV FVIV.UT ... ... 10.00 ... ... 13.73 4.41 GranitePointMtg GPMT 6.4 45 13.59 +0.34 .25 11.75 3.59 J Alexander's JAX ... dd 11.43 +0.61 ... 12.98 7.77 KoreaElcPwr KEP 4.1 8 10.60 –0.32 1.1139
I
10.23 9.76 FortressValueIV A FVIV ... ... 9.79 –0.01 ... 68.42 45.46 GraniteREIT GRP.UT 3.6 9 65.89 –0.83 .2021 34.24 22.63 JBG SMITH Prop JBGS 2.9 dd 31.26 –0.90 .225 69.36 25.11 KornFerry KFY .6 79 67.18 –0.14 .10
1.75 1.02 FortressValueIV Wt FVIV.WT ... ... 1.05 –0.70 ... 19.75 12.63 GraphicPkg GPK 1.6 23 19.07 –0.29 .075 31.47 11.50 JELD-WEN JELD ... 24 28.01 –2.87 ... 3.69 0.90 KosmosEnergy KOS ... dd 2.94 –0.21 ...
9.85 3.48 FortunaSilver FSM ... 23 6.32 –0.13 ... 23.25 11.73 GrayTelevision GTN 1.4 6 22.09 –0.01 .08 12.45 1.81 J.Jill JILL ... dd 12.30 +2.97 ... 45.89 10.78 Kraton KRA ... dd 35.17 –0.79 ...
114.01 50.57 FortBrandsHome FBHS 1.0 24 107.95 –3.61 .26 22.34 11.21 GrayTelevision A GTN.A 1.6 6 20.01 –0.59 .08 66.85 35.27 IAA IAA ... 36 58.49 –0.44 ... 8.99 2.21 JMP JMP ... 14 5.51 +0.34 ... 42.99 30.35 Kroger KR 1.9 11 37.20 –0.53 .18
24.93 5.60 ForumEnergyTech FET ... dd 21.36 –0.16 ... 13.00 7.18 GreatAjax AJX 6.1 11 12.43 –0.16 .19 18.47 7.66 ICICI Bank IBN ... 23 16.54 –0.14 ... 164.45 85.30 JPMorganChase JPM 2.2 13 164.01 +2.77 .90 18.41 8.18 KronosWorldwide KRO 4.2 35 17.21 –0.34 .18
30.42 17.93 FourCornersProp FCPT 4.7 25 27.30 –0.30 .3175 35.10 11.35 GreatWesternBncp GWB .1 17 33.98 –0.49 .01 7.07 2.92 ICL Group ICL 1.5 cc 6.75 –0.24 .0525 55.25 26.66 Jabil JBL .6 22 53.94 –0.89 .08 15.06 4.55 KukeMusic KUKE ... dd 4.65 –0.33 ...
2.64 0.63 FourSeasonsEduc FEDU ... dd .98 –0.10 ... 64.97 33.15 GreenDot GDOT ... cc 40.71 –4.08 ... 104.96 78.91 IDACORP IDA 2.8 21 101.85 –1.41 .71 145.97 70.16 JacobsEngg J .6 33 138.45 –1.50 .21
25.99 5.39 IDT IDT ... 16 25.81 +1.16 ...
166.11
5.44
105.62
1.49
Franco-Nevada
Frank'sIntl
FNV
FI
.8
...
48
dd
149.57
3.69
+1.69
–0.13
.30
...
50.21
20.09
16.08
8.18
Greenbrier
Greenhill
GBX
GHL
2.3
1.1
cc
12
46.97
17.75
–2.13
+1.63
.27
.05 109.65 65.02 IHS Markit INFO .8 79 104.96 –2.91 .20
34.79
38.31
13.73
17.16
JamesHardie
JanusHenderson
JHX
JHG
.0
4.0
85
12
32.89
38.14
–1.36
+0.37
.55
.38 L
31.88 16.50 FranklinCovey FC ... dd 30.38 –1.11 ... 15.17 11.36 GreenTree GHG ... 36 13.09 –0.16 ... 13.48 5.23 ING Groep ING .9 ... 13.33 +0.06 .1236 17.95 10.23 JawsAcquisition JWS.UT ... ... 14.35 +0.05 ...
35.54 17.36 FranklinRscs BEN 3.2 16 34.54 +0.44 .28 66.03 28.24 Greif A GEF 2.7 38 64.48 –0.88 .44 28.95 6.63 Invesco IVZ 2.4 18 27.96 –0.42 .17 17.43 9.95 JawsAcqnA JWS ... dd 13.25 –0.15 ... 11.65 1.36 LAIX LAIX ... dd 1.50 –0.34 ...
11.27 9.81 FreedomAcqnI FACT.UT ... ... 10.00 –1.27 ... 64.79 35.42 Greif B GEF.B 4.2 25 62.62 –2.17 .66 18.25 10.19 IonAcqn1 IACA.UT ... ... 10.30 –0.25 ... 4.30 1.26 JawsAcqnWt JWS.WT ... ... 3.50 –0.05 ... 11.30 9.96 L&F Acqn LNFA.UT ... ... 10.22 –0.04 ...
10.10 9.76 FreedomI A FACT ... ... 9.79 –0.05 ... 29.19 14.29 Griffon GFF 1.2 15 26.96 –1.73 .08 17.20 9.80 IonAcqn1 A IACA ... ... 9.89 –0.12 ... 10.97 9.90 JawsMustang JWSM.UT ... ... 10.04 –0.11 ... 10.70 9.58 L&F Acqn A LNFA ... ... 9.90 –0.05 ...
1.02 0.78 FreedomI Wt FACT.WT ... ... 1.01 ... ... 175.04 44.90 Group1Auto GPI .8 9 167.15 –2.36 .33 6.20 1.05 IonAcqn1Wt IACA.WT ... ... 1.83 –0.46 ... 10.10 9.74 JawsMustangA JWSM ... ... 9.80 –0.09 ... 2.00 0.56 L&F Acqn Wt LNFA.WT ... ... .70 –0.07 ...
46.10 8.24 FreeportMcM FCX .7 35 42.29 –1.68 .075 85.53 52.66 Grubhub GRUB ... dd 58.55 –6.86 ... 10.14 9.86 IonAcqn3 IACC ... ... 10.00 +0.07 ... 1.50 0.94 JawsMustangWt JWSM.WT ... ... 1.04 –0.01 ... 71.35 10.06 L Brands LB ... 23 69.23 +1.94 ...
46.55 33.84 FreseniusMed FMS 1.2 18 40.57 +1.17 .7073 118.80 55.15 GpoAeroportuar PAC ... 95 114.28 +5.79 ... 11.59 9.72 ION Acqn 2 IACB.UT ... ... 10.03 –0.17 ... 12.78 10.21 JawsSpitfire SPFR.UT ... ... 10.24 –0.24 ... 156.61 80.26 LCI Inds LCII 2.1 18 142.72 –3.71 .75
36.10 20.71 FreshDelMonte FDP 1.0 22 35.74 +1.39 .10 193.85 95.80 GpoAeroportSur ASR ... 56 187.44 +6.56 ... 10.36 9.84 IonAcqn2 A IACB ... ... 9.84 –0.16 ... 12.10 9.81 JawsSpitfireA SPFR ... ... 9.91 –0.10 ... 12.31 4.01 LG Display LPL ... dd 9.84 –1.22 ...
9.42 5.28 Frontline FRO .0 4 7.89 –0.07 .50 7.03 3.70 GpoAvalAcc AVAL 4.8 10 6.01 +0.29 .0222 1.89 0.97 IonAcqn2 Wt IACB.WT ... ... 1.46 +0.17 ... 4.18 1.22 JawsSpitfireWt SPFR.WT ... ... 1.42 –0.23 ... 11.40 9.53 LGLS ysAcqn DFNS ... cc 9.95 ... ...
62.29 8.12 fuboTV FUBO ... dd 20.53 +3.29 ... 3.68 1.53 GpoSupervielle SUPV 1.6 4 1.82 +0.02 .0409 5.35 1.36 IONGeophysical IO ... dd 1.81 –0.30 ... 34.86 12.28 JefferiesFin JEF 2.5 7 32.41 –1.45 .20 12.70 9.51 LGL Systems Un DFNS.UT ... ... 10.68 +0.22 ...
70.58 31.16 FullerHB FUL 1.0 25 69.08 –0.31 .1675 13.85 4.78 GrupoTelevisa TV ... dd 12.65 –0.07 ... 237.47 130.72 IQVIA IQV ... cc 234.04 –0.35 ... 11.92 2.02 JianpuTech JT ... ... 2.72 –0.33 ... 2.79 0.39 LGLSysAcqnWt DFNS.WT ... ... 1.56 +0.20 ...
12.90 9.68 FusionAcqnA FUSE ... dd 9.87 –0.04 ... 30.20 6.94 Guess GES 1.5 dd 29.56 +0.03 .1125 5.29 2.54 IRSA IRS ... dd 3.97 +0.02 ... 90.20 14.05 JinkoSolar JKS ... 53 31.47 –0.94 ... 6.69 1.00 LSB Inds LXU ... dd 6.23 +0.14 ...
14.52 9.96 FusionAcqnUn FUSE.UT ... ... 10.34 –0.18 ... 134.22 91.50 Guidewire GWRE ... dd 94.69 –4.01 ... 101.32 46.34 ITT ITT .9 cc 96.23 –2.73 .22 151.64 60.33 JohnBeanTech JBT .3 43 142.94 –2.10 .10 44.73 31.41 LTC Properties LTC 5.7 35 39.91 –1.02 .19
3.50 0.45 FusionAcqnWt FUSE.WT ... ... .97 –0.31 ... 18.00 12.55 GuildHldgs GHLD .0 ... 15.40 +1.06 1.00 5.35 2.86 IamGold IAG ... 17 3.35 +0.04 ... 173.65 133.65 J&J JNJ 2.5 30 170.22 +1.72 1.06 221.49 158.09 L3HarrisTech LHX 1.9 34 217.04 –2.21 1.02
10.19 9.78 FusionAcqnII FSNB.UT ... ... 9.95 –0.02 ... 10.20 9.80 IberePharm IBER.UT ... ... 9.99 –0.16 ... 66.69 28.03 JohnsonControls JCI 1.6 45 65.55 –0.15 .27 46.74 21.70 La-Z-Boy LZB 1.4 29 43.69 –0.86 .15
0.72 0.51 IberePharmWt IBER.WT ... ... .59 +0.01 ... 202.61 280.69 155.65 LabCpAm LH ... 10 274.50 –3.64 ...
9.85
1.09
9.69
0.68
FusionAcqnIIA
FusionAcqnIIWt
FSNB
FSNB.WT
...
...
...
...
9.70
.74
...
–0.02
...
... H 235.76 145.85 IDEX IEX 1.0 44 224.36 –1.64 .54 69.89
83.72
3.90
JonesLang
JumiaTech
JLL
JMIA
...
...
21
dd
200.46
25.98
+1.43
–0.69
...
... 12.32 6.33 LadderCapital LADR 6.9 cc 11.64 –0.21 .20
17.86 10.62 FutureFuel FF 1.6 35 14.91 +1.67 .06 31.58 9.50 iHuman IH ... dd 9.60 –1.81 ... 16.60 9.92 JuniperIndustrial JIH.UT ... ... 14.78 –0.10 ... 86.41 51.72 LambWeston LW 1.2 46 78.79 –0.18 .235
217.28 91.21 HCA Healthcare HCA .9 16 211.50 +0.98 .48 242.07 153.33 IllinoisToolWks ITW 1.9 34 238.50 +0.22 1.14 14.88 9.63 JuniperIndlA JIH ... dd 13.00 –0.11 ... 10.70 4.12 Lannett LCI ... dd 4.56 +0.13 ...
81.45 40.06 HCI Group HCI 2.1 20 76.59 –1.77 .40 25.05 10.31 Imax IMAX ... dd 20.61 –0.31 ... 4.00 43.98 7.71 LaredoPetrol LPI ... dd 41.68 +4.46 ...
G 4.75 2.06 HC2 Holdings HCHC ... dd 4.00 +0.27 ... 9.24 2.12 IndependenceContr ICD ... dd 3.15 –0.38 ... 27.83
0.58
19.51
JuniperIndlWt
JuniperNetworks
JIH.WT
JNPR
...
3.0
...
43
3.30
26.58
–0.01
–0.62
...
.20 66.77 42.58 LasVegasSands LVS ... dd 57.90 +0.20 ...
84.70 35.65 HDFC Bank HDB ... 30 70.08 –1.31 ... 45.57 26.33 Independence IHC 1.0 32 44.32 –0.67 .22 4.97 0.95 JupaiHoldings JP ... dd 1.97 –0.05 ... 47.35 24.65 Lazard LAZ 4.0 13 46.64 –0.03 .47
25.76 10.49 GAMCO Investors GBL .3 11 25.46 +2.89 .02 11.04 1.82 HEXO HEXO ... dd 6.07 –1.26 ... 17.00 8.57 IndepRealty IRT 3.0 96 16.24 –0.21 .12 9.50 1.66 Leaf LEAF ... dd 8.39 –0.11 ...
106.31
K
53.23 GATX GATX 2.0 26 101.48 –2.18 .50 10.00 9.60 HH&L Acqn HHLA ... ... 9.75 –0.05 ... 48.47 33.31 IndustrsBachoco IBA 1.6 13 45.85 +0.64 .4008 196.97 92.99 Lear LEA .5 40 186.20 –8.92 .25
10.05 9.82 G&P Acqn GAPA.UT ... ... 10.00 ... ... 11.51 9.75 HH&L Acqn HHLA.UT ... ... 10.07 –0.05 ... 19.56 8.54 Infosys INFY 1.3 30 18.16 –0.22 .1334 59.16 25.67 Leggett&Platt LEG 3.0 27 56.37 –1.16 .42
10.00 9.66 G&P Acqn A GAPA ... ... 9.72 –0.05 ... 1.03 0.50 HH&L Acqn Wt HHLA.WT ... ... .67 –0.05 ... 52.12 26.22 IngersollRand IR ... dd 48.54 –1.99 ... 113.75 79.15 Leidos LDOS 1.3 21 103.38 –0.65 .34
0.65 0.51 G&P Acqn Wt GAPA.WT ... ... .60 +0.03 ... 11.20 9.86 HIG Acqn HIGA.UT ... ... 10.10 –0.05 ... 89.40 44.78 Ingevity NGVT ... 19 89.24 +1.65 ... 20.85 11.51 KAR Auction KAR ... cc 18.50 +1.52 ... 6.96 1.24 LejuHoldings LEJU ... ... 1.92 –0.25 ...
27.78 16.33 GCPAppliedTechs GCP ... 19 26.12 –1.00 ... 15.46 9.60 H.I.G.AcqnA HIGA ... ... 9.81 +0.02 ... 97.16 68.71 Ingredion INGR 2.6 cc 96.73 +1.81 .64 53.67 24.84 KB Fin KB 2.5 7 51.58 –1.18 1.571 188.30 44.11 Lemonade LMND ... dd 69.45 –9.66 ...
14.81 5.46 GEO Group GEO .0 5 6.20 +0.46 .25 2.04 0.80 H.I.G.AcqnWt HIGA.WT ... ... .85 –0.06 ... 222.08 71.33 InnovativeIndProp IIPR 3.0 51 175.41 –9.32 1.32 52.48 23.57 KB Home KBH 1.3 13 46.96 –3.87 .15 22.68 4.32 LendingClub LC ... dd 12.98 –1.52 ...
36.70 17.03 GFLEnvironmental GFL .1 dd 31.81 –0.88 .011 45.17 20.46 HNI HNI 2.8 24 44.83 +0.42 .31 95.78 43.33 Insperity NSP 1.8 25 89.35 +0.51 .40 42.71 18.20 KBR KBR 1.0 77 42.34 +1.18 .11 110.61 47.66 Lennar A LEN 1.0 10 99.71 –8.34 .25
85.22 46.00 GFL Env Un GFLU 4.0 ... 74.87 –1.98 .75 36.00 14.19 HP HPQ 2.4 14 32.92 –2.65 .1938 252.25 71.21 InspireMedical INSP ... dd 171.16 –23.44 ... 79.40 31.79 KE Holdings BEKE ... cc 50.00 –0.90 ... 86.22 36.06 Lennar B LEN.B 1.3 8 78.36 –5.94 .25
47.11 17.19 GMS GMS ... 67 46.03 –0.66 ... 11.38 9.57 HPX A HPX ... ... 9.75 –0.06 ... 140.58 47.52 InstalledBldg IBP 1.0 37 123.32 –4.25 .30 10.22 9.90 KKR Acqn I KAHC.UT ... ... 10.00 –0.10 ... 356.36 179.64 LennoxIntl LII .9 32 350.84 +2.84 .77
12.65 9.51 GoAcqnA GOAC ... ... 9.76 –0.13 ... 12.15 9.81 HPX Un HPX.UT ... ... 10.07 –0.14 ... 41.66 14.42 InsteelInds IIIN .3 20 38.20 –3.00 .03 10.03 9.75 KKRAcqnI A KAHC ... ... 9.76 –0.04 ... 10.79 9.84 LeoHoldingsII LHC.UT ... ... 9.94 –0.04 ...
11.40 9.91 GOAcquisitionUn GOAC.UT ... ... 10.08 –0.12 ... 2.10 0.64 HPX Wt HPX.WT ... ... .75 ... ... 98.93 54.37 IntegerHoldings ITGR ... 46 93.60 –1.43 ... 1.20 0.91 KKRAcqnI Wt KAHC.WT ... ... 1.05 –0.12 ... 10.54 9.50 LeoHldgsII A LHC ... ... 9.81 –0.02 ...
2.11 0.75 GoAcqnWt GOAC.WT ... ... .94 +0.02 ... 32.17 17.95 HSBC HSBC 2.3 21 31.73 +0.13 .75 121.97 90.01 ICE ICE 1.2 30 113.26 –1.55 .33 59.15 24.21 KKR KKR 1.0 7 56.14 –2.58 .145 1.60 0.65 LeoHldgsII Wt LHC.WT ... ... .76 ... ...
11.31 3.53 GOL Linhas GOL ... dd 9.66 ... ... 36.33 14.71 HUYA HUYA ... 28 15.58 –0.79 ... 75.20 38.67 InterContinentl IHG ... dd 70.55 –1.29 ... 21.49 13.38 KKR RealEstFin KREF 8.5 10 20.30 –0.77 .43 10.05 9.75 LeoHoldingsIII A LIII ... ... 9.77 –0.01 ...
18.24 5.42 GP Strategies GPX ... 29 16.22 –0.36 ... 142.11 49.26 Haemonetic HAE ... 27 56.00 –5.04 ... 35.96 19.23 IntercorpFinSvcs IFS 2.6 33 29.89 +5.14 .77 14.02 9.17 KT KT 3.7 12 13.72 +0.65 .4986 1.02 0.70 LeoHoldingsIIIWt LIII.WT ... ... .91 –0.12 ...
5.79 1.23 GS Acqn II Wt GSAH.WT ... ... 1.64 –0.31 ... 24.74 9.76 Halliburton HAL .8 dd 23.06 +0.11 .045 148.74 105.92 IBM IBM 4.5 24 144.68 –0.78 1.64 189.40 86.47 Kadant KAI .6 34 175.73 –9.83 .25 10.30 9.72 LeoHldgsIII LIII.UT ... ... 9.95 –0.02 ...
17.77 10.21 GS Acqn II GSAH.UT ... ... 10.37 –0.32 ... 25.00 9.39 HamiltonBeach HBB 1.6 12 23.95 +1.56 .095 147.04 99.54 IntlFlavors IFF 2.2 76 141.21 –5.24 .77 8.50 0.44 KaleyraWt KLR.WT ... ... 3.55 +0.10 ... 30.84 11.79 LeviStrauss LEVI .3 dd 29.07 –1.06 .06
16.66 9.85 GS Acqn II A GSAH ... dd 10.18 –0.03 ... 22.82 8.30 Hanesbrands HBI 3.1 dd 19.18 –3.19 .15 50.90 37.59 IntlFlavorsUn IFFT 6.0 ... 49.80 –0.79 .75 59.80 31.15 Kaman KAMN 1.5 dd 54.30 –1.47 .20 12.75 8.53 LexingtonRealty LXP 3.5 17 12.12 –0.51 .1075
149.05 19.39 GSXTechedu GOTU ... dd 22.74 –3.13 ... 26.69 14.59 Hanger HNGR ... 19 24.62 –1.02 ... 22.68 6.23 IntlGameTech IGT ... dd 22.00 +3.93 ... 315.39 132.33 KSCitySouthern KSU .7 46 309.01 +3.79 .54 14.74 4.15 LibertyOilfield LBRT ... dd 14.33 +0.28 ...
11.32 9.71 G Squared I GSQD.UT ... ... 10.06 +0.06 ... 72.42 25.99 HannonArmstrong HASI 2.9 36 48.30 +0.31 .35 63.12 30.43 IntlPaper IP 3.3 25 62.65 +1.01 .5125 72.88 56.61 Kellogg K 3.5 18 66.54 –0.41 .58 97.28 55.35 LifeStorage LSI 3.1 43 95.89 –0.08 .74
10.02 9.07 GSquaredI A GSQD ... ... 9.88 +0.08 ... 143.20 83.90 HanoverIns THG 2.0 11 142.80 +1.22 .70 24.00 12.44 IntlSeaways INSW 1.2 dd 20.07 –0.38 .06 85.70 56.58 Kemper KMPR 1.6 11 77.80 –1.68 .31 5.69 0.70 LightInTheBox LITB ... 24 2.84 –0.26 ...
1.24 0.82 GSquaredI Wt GSQD.WT ... ... .94 +0.06 ... 50.67 18.89 HarleyDavidson HOG 1.3 39 47.69 –2.02 .15 10.18 9.70 InterPrivateII IPVA.UT ... ... 9.98 –0.01 ... 43.04 21.78 Kennametal KMT 1.9 cc 41.83 +0.02 .20 17.36 5.84 Lightng eMotors ZEV ... ... 6.47 –2.17 ...
10.34 1.37 GTT Comm GTT ... dd 1.43 –0.11 ... 7.61 2.93 HarmonyGold HMY ... 15 4.99 –0.19 ... 10.71 9.70 InterPrivateII A IPVA ... ... 9.75 –0.03 ... 21.13 12.55 KennedyWilson KW 4.5 28 19.58 –0.77 .22 5.00 0.38 LightningWt ZEV.WT ... ... 1.14 –0.53 ...
M16 BARRON’S May 17, 2021

New York Stock Exchange Composite List

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.
82.53 15.90 LightspeedPos LSPD ... dd 58.64 –3.99 ... 22.82 15.75 MedicalProp MPW 5.4 22 20.82 –0.66 .28 57.35 40.89 NextEraEnergyUn NEE.PRP 5.5 ... 48.41 –0.63 .6599 28.11 10.76 PGT Innovations PGTI ... 34 25.66 –2.04 ... 63.91 26.74 PulteGroup PHM 1.0 10 58.46 –3.27 .14
218.00 129.21 EliLilly LLY 1.7 29 196.21 +0.79 .85 297.13 87.69 Medifast MED 1.9 28 297.00 +18.68 1.42 88.30 46.06 NextEraEnergy NEP 3.6 13 66.77 –1.42 .6375 5.43 1.36 PHX Minerals PHX 1.3 dd 3.05 +0.32 .01 29.53 13.74 PureStorage PSTG ... dd 18.03 –0.59 ...
71.19 29.42 LincolnNational LNC 2.4 20 70.45 +1.15 .42 27.90 2.89 MedleyMgmt MDLY ... dd 4.47 –1.23 ... 5.74 1.58 NexTierOilfield NEX ... dd 4.62 +0.26 ... 81.82 45.54 PJT Partners PJT .3 15 74.29 +2.04 .05 12.39 2.58 Puxin NEW ... dd 2.76 –0.44 ...
303.87 177.92 Linde LIN 1.4 55 301.17 +2.24 1.06 32.71 12.47 Mednax MD ... dd 31.53 –0.57 ... 28.42 12.61 NielsenHoldings NLSN .9 cc 28.01 +0.36 .06 35.49 22.76 PLDT PHI 4.3 12 26.68 +0.27 .5882 12.01 3.85 PzenaInvtMgmt PZN 1.1 15 11.34 +0.11 .03
179.10 83.00 Lindsay LNN .8 42 166.41 –4.92 .33 132.30 87.68 Medtronic MDT 1.9 59 125.27 –1.43 .58 147.95 84.88 Nike NKE .8 64 135.93 –1.88 .275 11.70 9.88 PMV Consumer PMVC.UT ... ... 10.10 +0.06 ... 72.60 55.91 QTS Realty QTS 3.2 dd 62.64 –0.94 .50
7.50 3.09 Linx LINX ... dd 7.10 –0.10 ... 87.80 71.72 Merck MRK 3.3 28 78.29 –0.12 .65 6.59 0.99 NineEnergy NINE ... dd 1.80 –0.23 ... 10.60 9.60 PMV Consumer PMVC ... ... 9.81 +0.01 ... 148.56 76.20 Q2Holdings QTWO ... dd 93.99 –3.45 ...
35.25 9.60 LionElectric LEV ... ... 15.09 –2.67 ... 67.88 36.71 MercuryGeneral MCY 3.8 6 67.39 +0.72 .6325 26.60 21.09 NiSource NI 3.4 71 25.75 –0.23 .22 1.94 0.58 PMV Consumer Wt PMVC.WT ... ... .70 –0.06 ... 59.00 41.98 Qiagen QGEN ... 24 46.78 –0.86 ...
13.98 0.76 LionElectricWt LEV.WT ... ... 4.26 –1.61 ... 37.50 10.75 Meredith MDP ... 22 36.54 +1.32 ... 109.03 103.98 NiSourceUn NIMC ... ... 107.05 –0.63 ... 203.88 95.89 PNC Fin PNC 2.3 10 199.38 +0.47 1.15 6.36 2.11 QuadGraphics QUAD ... dd 3.65 +0.45 ...
19.68 6.56 LionsGate A LGF.A ... dd 15.45 ... ... 120.19 53.48 MeritageHomes MTH ... 9 112.68 –3.93 ... 52.77 24.43 NoahHoldings NOAH ... dd 43.21 –0.84 ... 50.25 35.69 PNM Resources PNM 2.7 19 49.21 –0.34 .3275 301.99 154.51 QuakerChemical KWR .7 39 234.74 –7.83 .395
16.76 6.13 LionsGate B LGF.B ... dd 13.44 ... ... 33.56 17.13 Meritor MTOR ... 33 26.58 –0.48 ... 9.79 3.21 Nokia NOK ... dd 4.90 –0.20 ... 92.19 33.84 POSCO PKX 1.4 20 85.48 –4.43 .3058 29.02 10.05 QuanexBldg NX 1.2 19 27.18 –0.59 .08
417.98 101.36 LithiaMotors LAD .4 16 369.38 –10.55 .35 7.74 3.43 MesaRoyalty MTR 8.7 15 4.52 +0.14 .0237 29.66 20.21 NomadFoods NOMD ... 21 28.85 +0.11 ... 181.35 84.60 PPG Ind PPG 1.2 36 179.10 –0.39 .54 101.96 30.32 QuantaServices PWR .2 28 97.42 –2.76 .06
28.75 3.15 LithiumAmericas LAC ... dd 12.70 –0.63 ... 39.61 12.99 MesabiTrust MSB 4.6 21 37.96 –0.35 .89 6.72 3.72 NomuraHoldings NMR 3.9 12 5.37 +0.07 .132 30.94 24.12 PPL PPL 5.7 31 29.26 +0.01 .415 10.40 9.76 QuantumFin QFTA.UT ... ... 9.98 –0.01 ...
94.63 38.59 LiveNationEnt LYV ... dd 85.80 +5.84 ... 47.48 23.97 MethodeElec MEI .9 15 46.73 –0.60 .11 5.40 2.75 NordicAmTankers NAT 12.1 10 3.31 –0.11 .02 18.90 9.78 PQ Group PQG .0 dd 15.45 +0.58 1.80 9.90 9.50 QuantumFin QFTA ... ... 9.70 –0.07 ...
13.38 10.00 LiveOakAcqnII LOKB.UT ... ... 10.48 +0.11 ... 67.68 31.18 MetLife MET 2.9 54 65.90 –1.26 .48 46.45 11.72 Nordstrom JWN ... dd 40.95 +1.11 ... 60.50 26.04 ProgHoldings PRG .4 13 55.19 –0.62 .0381 0.90 0.25 QuantumFinWt QFTA.WT ... ... .26 –0.04 ...
11.99 9.66 LiveOakII A LOKB ... ... 9.98 +0.05 ... 64.33 21.26 MetropolitanBk MCB ... 12 63.19 –0.81 ... 295.14 159.13 NorfolkSouthern NSC 1.3 32 289.83 +0.02 .99 51.83 24.55 PROS PRO ... dd 38.49 –0.92 ... 132.73 9.74 QuantumScape QS ... dd 27.29 –3.73 ...
7.00 1.13 LiveOakII Wt LOKB.WT ... ... 1.40 +0.06 ... 1339.38 678.85 MettlerToledo MTD ... 47 1274.65 –3.91 ... 14.42 4.85 NorthAmConstr NOA 1.0 12 13.68 –0.37 .0492 165.85 108.78 PSBusinessParks PSB 2.7 43 153.43 –3.57 1.05 60.04 0.74 QuantumScapeWt QS.WT ... ... 16.55 –3.15 ...
10.53 9.83 LiveOakMobility LOKM.UT ... ... 10.03 +0.02 ... 8.19 2.78 MicroFocus MFGP 2.0 dd 6.82 –0.07 .155 6.49 2.78 NoEuroOil NRT 4.9 22 6.27 –0.14 .14 121.18 39.36 PVH PVH ... dd 113.36 –5.31 ... 3.82 1.17 Qudian QD ... 4 1.89 –0.08 ...
9.86 9.70 LiveOakMobilityA LOKM ... ... 9.78 +0.01 ... 160.52 102.23 MidAmApt MAA 2.6 69 156.75 –0.28 1.025 12.50 9.94 NorthernGenesisII NGAB.UT ... ... 10.27 –0.38 ... 156.54 90.01 PackagingCpAm PKG 2.6 30 154.25 +1.09 1.00 142.80 103.26 QuestDiag DGX 1.8 10 135.42 –3.53 .62
1.75 1.07 LiveOakMobilWt LOKM.WT ... ... 1.22 –0.06 ... 47.57 26.54 MillerIndustries MLR 1.7 18 42.96 –0.60 .18 10.30 9.55 NorthernGenII NGAB ... ... 9.82 –0.33 ... 58.36 23.00 PagerDuty PD ... dd 34.87 –2.67 ... 17.93 5.58 QuotientTech QUOT ... dd 12.11 –0.80 ...
23.99 5.09 Livent LTHM ... dd 17.73 –0.42 ... 84.86 40.81 MineralsTechs MTX .2 25 84.04 +1.80 .05 2.20 1.00 NorthernGenIIWt NGAB.WT ... ... 1.30 –0.21 ... 62.83 22.50 PagSeguroDig PAGS ... 53 40.98 –2.36 ...
87.38
2.71
36.66
1.17
LiveRamp
LloydsBanking
RAMP
LYG
...
1.2
dd
42
50.06
2.69
+0.51
+0.10
...
.0318
10.28
10.00
9.72
9.70
MissionAdv
MissionAdvA
MACC.UT
MACC
...
...
...
...
10.00
9.71
+0.02
–0.09
...
...
10.48
21.00
9.75
9.87
NorthernGenesisIII
NorthernStar
NGC.UT
STIC.UT
...
...
...
...
10.20
10.66
+0.05
–0.12
...
...
45.00
403.00
8.90
216.95
PalantirTech
PaloAltoNtwks
PLTR
PANW
...
...
dd
dd
20.08
336.82
+0.33
–5.52
...
... R
39.85 12.05 loanDepot LDI .0 2 13.09 –1.85 .08 0.98 0.51 MissionAdvWt MACC.WT ... ... .59 –0.07 ... 19.54 9.88 NorthernStarAcqn STIC ... ... 9.98 –0.05 ... 15.97 9.33 PampaEnergia PAM ... 7 15.67 +1.36 ...
16 dd 6.23 1.88 NorthernStarAcqnWt STIC.WT ... ... 2.20 –0.19 ... 20.18 5.91 ParPacific PARR ... dd 13.24 –1.39 ... 27.15 19.52 RELX RELX 2.5 32 26.35 –0.40 .1725
417.62 319.81 LockheedMartin LMT 2.7 390.78 +0.44 2.60 12.57 3.15 MistrasGroup MG ... 10.58 –0.27 ... 43.85 21.95 RE/MAX RMAX 2.6 70 35.74 –0.59 .23
59.39 28.16 Loews L .4 dd 58.93 +0.49 .0625 6.02 3.71 MitsubishiUFJ MUFG 3.4 14 5.67 +0.07 .1036 12.11 10.01 NorthernStarII NSTB.UT ... ... 10.24 –0.13 ... 90.35 19.90 ParTechnology PAR ... dd 60.79 –17.42 ...
22.23 4.51 REV REVG ... dd 19.02 +0.22 ...
6.69 3.70 LomaNegra LOMA 4.1 5 6.20 +0.29 .2643 15.00 7.80 MiXTelematics MIXT 1.3 38 13.92 +0.97 .0616 11.62 9.78 NorthernStrII A NSTB ... ... 9.90 –0.11 ... 10.87 5.54 ParamountGroup PGRE 2.7 dd 10.35 –0.26 .07
3.35 1.24 NorthernStrII Wt NSTB.WT ... ... 1.79 –0.01 ... 15.57 10.51 ParkAerospace PKE 2.7 48 14.69 +0.95 .10 733.05 145.96 RH RH ... 68 649.82 –51.18 ...
10.58 9.76 LongviewII LGV.UT ... ... 10.04 –0.06 ... 3.19 2.21 MizuhoFin MFG 3.5 2 3.07 +0.05 .0579 117.84 67.54 RLI RLI .9 17 109.46 –3.80 .25
10.15 9.75 LongviewII A LGV ... ... 9.95 ... ... 9.81 7.72 MobileTeleSys MBT 7.3 9 8.89 +0.11 .1858 10.19 9.80 NorthernStrIII A NSTC ... ... 9.83 –0.04 ... 24.67 7.01 ParkHotels PK ... dd 22.06 –0.29 ...
17.51 7.67 RLJ Lodging RLJ .3 dd 15.29 –0.91 .01
1.20 0.90 LongviewII Wt LGV.WT ... ... 1.15 ... ... 48.20 25.80 ModelN MODN ... dd 36.07 –2.02 ... 1.79 0.80 NorthernStrIII Wt NSTC.WT ... ... .92 +0.02 ... 324.68 148.22 ParkerHannifin PH 1.3 27 321.84 +2.58 1.03
9.78 35.00 7.89 RLX Tech RLX ... ... 10.97 –0.07 ...
76.35 18.87 LouisianaPacific LPX 1.0 9 65.85 –6.88 .16 17.27 3.47 ModineMfg MOD ... dd 16.60 –0.41 ... 10.19 NorthernStrIV A NSTD ... ... 9.80 –0.07 ... 45.01 30.08 Parsons PSN ... 47 42.27 –0.84 ...
7.43 2.23 RPC RES ... dd 5.81 –0.03 ...
215.22 108.42 Lowe's LOW 1.2 26 198.91 –9.49 .60 59.63 28.13 Moelis MC 4.1 16 53.20 –0.48 2.00 2.00 0.74 NorthernStrIV Wt NSTD.WT ... ... .95 +0.05 ... 10.28 0.47 PartyCity PRTY ... dd 9.44 +1.48 ...
99.30 65.34 RPM RPM 1.6 28 96.98 –0.49 .38
3.75 0.70 Luby's LUB ... dd 3.69 –0.03 ... 231.80 67.79 MohawkInds MHK ... 24 219.10 –10.64 ... 10.46 9.74 NorthernStarIII NSTC.UT ... ... 9.97 –0.03 ... 471.08 252.33 PaycomSoftware PAYC ... cc 326.31 –1.27 ...
13.28 4.79 RPTRealty RPT 2.4 dd 12.47 –0.51 .075
20.17 9.85 LufaxHolding LU ... ... 11.60 +0.45 ... 273.01 151.40 MolinaHealthcare MOH ... 21 260.48 –7.36 ... 10.20 9.70 NorthernStarIV NSTD.UT ... ... 9.99 +0.01 ... 19.57 9.60 Paysafe PSFE ... ... 10.86 –2.59 ...
6.16 1.01 RR Donnelley RRD ... dd 4.43 +0.06 ...
35.10 6.92 LumberLiqu LL ... 12 23.58 –0.61 ... 68.75 43.75 MolsonCoorsA TAP.A ... dd 55.39 –6.34 ... 378.61 282.88 NorthropGrum NOC 1.6 14 371.61 +0.98 1.45 6.15 0.92 PaysafeWt PSFE.WT ... ... 3.19 –1.19 ...
7.17 5.91 2.21 RYBEducation RYB ... dd 2.82 –0.10 ...
16.60 8.51 LumenTech LUMN 6.9 dd 14.43 +0.44 .25 61.11 32.11 MolsonCoorsB TAP ... dd 58.18 –1.33 ... 66.20 41.71 NorthwestNat NWN 3.5 20 54.67 –0.42 .48 0.80 PeabodyEnergy BTU ... dd 6.50 +1.38 ...
25.31 12.99 RadianGroup RDN 2.4 12 22.97 –0.63 .14
3.81 1.95 LumentFinance LFT 9.6 10 3.76 +0.05 .09 19.50 11.32 MonmouthRealEst MNR 3.8 25 19.00 –0.49 .18 34.49 10.32 NorwegCruise NCLH ... dd 28.58 +0.10 ... 12.22 5.18 Pearson PSO 2.2 23 12.19 +0.34 .1885
98.52 77.04 Novartis NVS ... 25 88.96 +1.00 ... 26.42 9.40 PebblebrookHotel PEB .2 dd 22.84 –0.76 .01 52.87 11.98 Rafael RFL ... dd 43.34 –3.27 ...
23.09 11.74 Luxfer LXFR 2.3 29 21.85 –1.15 .125 59.62 16.41 MontroseEnvl MEG ... dd 51.55 –5.73 ... 142.06 63.44 RalphLauren RL ... dd 136.48 –3.16 ...
42.06 9.46 Lydall LDL ... dd 37.59 –1.62 ... 340.16 249.22 Moody's MCO .7 31 334.04 –0.46 .62 79.47 61.53 NovoNordisk NVO 1.3 27 79.10 +3.44 .9494 32.38 20.10 PembinaPipeline PBA 6.0 dd 31.86 +0.51 .1682
13.25 4.89 RangeResources RRC ... dd 13.04 +1.64 ...
116.77 52.13 LyondellBasell LYB 3.7 16 114.07 +0.01 1.05 91.13 39.12 Moog A MOG.A 1.1 dd 90.29 +0.30 .25 11.36 9.80 NovusCapII NXU.UT ... ... 10.00 –0.07 ... 2.93 0.36 PA Reit PEI 4.4 dd 1.82 –0.04 .02
6.47 2.27 RangerEnergySvcs RNGR ... dd 6.15 +0.12 ...
91.82 45.00 Moog B MOG.B 1.1 dd 87.75 +0.24 .25 10.15 9.58 NovusCapII A NXU ... ... 9.73 –0.05 ... 70.99 28.06 PennyMacFin PFSI 1.3 3 60.25 +3.21 .20
23.00 6.63 Ranpak PACK ... dd 19.70 –1.24 ...
M 88.88
37.40
37.02
10.02
MorganStanley
Mosaic
MS
MOS
1.6
.5
11
14
87.35
36.49
–0.35
–0.51
.35
.05
1.79
63.85
0.80
32.15
NovusCapII Wt
NuSkinEnts
NXU.WT
NUS
...
2.6
...
14
.92
58.77
–0.01
–0.18
...
.38
20.59
93.45
8.82
30.08
PennyMacMtg
PenskeAuto
PMT
PAG
9.8
1.9 11
3 19.12
92.07
–0.70
–0.06
.47
.44 138.56 60.07 RaymondJames RJF 1.2 18
dd
134.17 –2.47 .39
103.98 36.80 Nucor NUE 1.6 19 102.51 +3.75 .405 69.88 33.01 Pentair PNR 1.2 28 68.78 +0.84 .20 11.30 1.81 RayonierAdvMatls RYAM ... 7.75 –0.02 ...
11.86 9.90 MotiveCapital MOTV.UT ... ... 10.01 –0.16 ... 38.98
167.25 88.48 M&T Bank MTB 2.6 15 166.82 +3.67 1.10 10.87 9.61 MotiveCapA MOTV ... ... 9.79 –0.04 ... 20.25 9.47 NuSTAREnergy NS 8.8 dd 18.26 +0.05 .40 320.00 161.11 Penumbra PEN ... dd 240.54 –30.89 ... 21.15 Rayonier RYN 2.8 cc 38.06 +0.64 .27
10.82 5.52 MBIA MBI ... dd 9.00 –0.94 ... 62.37 30.56 Nutrien NTR 3.0 56 60.54 –0.85 .46 59.89 20.83 PerformanceFood PFGC ... dd 52.81 –1.83 ... 87.04 51.66 RaytheonTech RTX 2.4 dd 85.88 +0.17 .51
3.24 0.70 MotiveCapWt MOTV.WT ... ... .82 –0.07 ...
63.86 23.96 MDC Holdings MDC 2.7 10 59.03 –3.08 .40 203.18 125.34 MotorolaSol MSI 1.4 35 201.88 +2.81 .71 15.08 8.56 NuvationBio NUVB ... ... 11.02 –0.53 ... 17.98 9.90 PeridotAcqn PDAC.UT ... ... 10.90 –0.12 ... 15.48 4.89 ReadyCapital RC 2.8 6 14.30 –0.14 .10
10.48 9.73 MDH Acqn MDH.UT ... ... 10.00 ... ... 4.91 1.54 NuvationBioWt NUVB.WT ... ... 2.95 –0.17 ... 15.74 9.60 PeridotAcqnA PDAC ... ... 10.06 ... ... 18.94 3.86 Realogy RLGY ... 10 17.86 –0.09 ...
32.74 9.39 Movado MOV 2.6 dd 31.32 –0.45 .20 68
9.84 9.60 MDH Acqn A MDH ... ... 9.71 +0.01 ... 48.06 22.08 MuellerIndustries MLI 1.1 16 46.92 –0.88 .13 32.34 16.40 nVentElectric NVT 2.2 cc 31.62 –0.14 .175 4.67 0.66 PeridotAcqnWt PDAC.WT ... ... 1.80 +0.10 ... 71.84 48.55 RealtyIncome O 4.3 65.34 –2.76 .235
0.70 0.45 MDH Acqn Wt MDH.WT ... ... .61 +0.01 ... 14.12 9.81 RedBallAcqn RBAC.UT ... ... 10.21 –0.04 ...
15.05 7.91 MuellerWater MWA 1.5 31 14.68 –0.20 .055 10.10 9.75 PeridotAcqnII PDOT.UT ... ... 9.97 –0.03 ... ...
35.02 .2125 12.40 9.76 RedBallAcqnA RBAC ... 9.90 –0.02 ...
4.46
19.52
1.49
MDU Rscs
MFA Financial
MDU
MFA
2.5
6.8
17
7
34.45
4.38
–0.10
+0.04 .075
12.93
3.77
5.48
0.88
MultiPlan
MultiPlanWt
MPLN
MPLN.WT
...
...
dd
...
7.43
1.50
+0.44
+0.08
...
...
O 9.80
1.59
9.75
0.89
PeridotAcqnIIA
PeridotII Wt
PDOT
PDOT.WT
...
...
...
...
9.78
.93
–0.01
–0.22
...
... 3.29 0.90 RedBallAcqnWt RBAC.WT ... ... 1.03 +0.01 ...
15.68 6.49 MGIC Investment MTG 1.7 11 14.26 –0.14 .06 11.46 3.67 RedwoodTrust RWT 5.9 3 10.79 –0.50 .16
21.72 7.00 MurphyOil MUR 2.5 dd 20.27 +0.58 .125 25.10 10.13 OFGBancorp OFG 1.3 13 25.04 +0.59 .08
27.38 24.28 PeriphasCap PCPC.UT ... ... 24.77 –0.18 ...
159.64 67.48 RegalBeloit RBC .9 29 146.70 –3.71 .33
36.39 21.74 MGMGrowthProp MGP 5.7 25 34.79 –0.45 .495 159.00 105.43 MurphyUSA MUSA .7 12 141.32 +0.39 .25 26.49 23.35 PeriphasCapA PCPC ... ... 24.50 ... ...
42.74 13.20 MGM Resorts MGM .0 dd 39.11 –0.81 .0025 35.24 28.20 OGE Energy OGE 4.7 19 34.40 +0.47 .4025 5.50 1.51 PeriphasCapWt PCPC.WT ... ... 1.76 +0.04 ... 46.29 13.00 RegionalMgmt RM 2.3 8 43.29 –0.88 .25
11.50 9.80 MusicAcqn TMAC.UT ... ... 10.03 –0.07 ... 18.77 6.15 O-I Glass OI ... 30 18.46 +0.10 ... 23.31 9.01 RegionsFin RF 2.7 15 23.25 +0.36 .155
74.85 24.53 MI Homes MHO ... 7 69.73 –3.85 ... 9.92 9.65 MusicAcqnA TMAC ... ... 9.74 –0.06 ... 162.70 90.47 PerkinElmer PKI .2 15 143.56 +2.59 .07
35.21 17.98 MinisoGroup MNSO ... dd 24.26 –0.42 ... 86.07 65.51 ONE Gas OGS 3.1 20 75.80 –2.59 .58 4.70 2.11 PermianBasin PBT 3.5 17 4.09 +0.08 .0182 14.39 4.80 Regis RGS ... dd 9.26 –0.41 ...
0.88 0.50 MusicAcqnWt TMAC.WT ... ... .68 ... ... 54.78 23.28 ONEOK OKE 6.9 21 54.35 +0.97 .935 134.93 66.99 ReinsGrp RGA 2.2 13 128.05 +1.79 .70
6.85 1.05 MOGU MOGU ... dd 1.51 –0.06 ... 23.98 11.52 MyersIndustries MYE 2.5 29 21.66 –0.14 .135 2.07 0.46 PermianvilleRT PVL 10.2 10 1.59 –0.01 .0038
29.56 15.05 MPLX MPLX 9.6 11 28.69 +0.38 .6875 81.98 32.12 ON24 ONTF ... cc 35.19 –5.97 ... 7.09 1.70 PermRock PRT 3.1 39 6.16 +0.20 .0446 17.93 10.17 ReinventTechPtrs RTP.UT ... ... 10.21 –0.09 ...
30.90 11.59 MyovantSciences MYOV ... dd 21.26 +2.29 ... 66.31 34.98 OakStreetHealth OSH ... dd 55.90 –2.21 ... 17.00 9.75 ReinventTechA RTP ... ... 9.88 –0.02 ...
51.77 9.78 MP Materials MP ... cc 26.14 –1.55 ... 58.83 38.20 Perrigo PRGO 2.1 dd 45.86 +2.90 .24
39.09 1.17 MP Matls Wt MP.WT ... ... 16.11 –1.01 ... 12.51 9.79 OaktreeAcqnII OACB.UT ... ... 10.10 –0.11 ... 5.89 1.30 ReinventTechWt RTP.WT ... ... 1.38 –0.22 ...
12.11 3.93 MRC Global MRC ... dd 11.82 +0.15 ... N 11.62
2.70
9.55
0.99
OaktreeAcqnII A
OaktreeAcqnIIWt
OACB
OACB.WT
...
...
...
...
9.86
1.08
–0.12
–0.05
...
...
34.10
17.80
21.50
5.20
PershingSquare
PershingSquWt
PSTH
PSTH.WT
...
...
dd
...
24.94
8.93
+1.21
+1.11
...
... 15.80
15.05
10.05
9.82
ReinventTechZ
ReinventTechZ A
RTPZ.UT
RTPZ
...
...
...
...
10.06
9.89
–0.17
–0.04
...
...
172.84 102.15 MSA Safety MSA 1.0 59 168.69 +3.20 .44
32.52 8.52 OccidentalPetrol OXY .2 dd 25.10 –2.29 .01 41.60 27.68 PetroChina PTR 5.7 27 40.39 +0.66 1.336 4.82 1.24 ReinventTechZ Wt RTPZ.WT ... ... 1.34 –0.26 ...
495.16 299.09 MSCI MSCI .7 60 463.46 –18.85 .78 30.71 17.95 NACCO Inds NC 2.9 11 26.31 +1.59 .1925
15.94 2.29 OccidentalPetrolWt OXY.WT ... ... 10.48 –1.44 ... 11.89 6.10 PetroleoBrasil PBR 3.9 dd 9.68 +0.61 .0867 181.21 83.79 RelianceSteel RS 1.6 19 170.56 –6.68 .6875
96.23 58.18 MSC Industrial MSM 3.1 29 95.62 +1.98 .75 50.00 15.63 NCR NCR ... dd 48.31 +0.48 ... 11.72 5.90 PetroleoBrasilA PBR.A ... dd 9.93 +0.66 ...
20.90 8.57 MSG Networks MSGN ... 5 15.36 –0.31 ... 7.44 1.87 NGL Energy NGL .0 dd 2.14 –0.08 .10 15.83 3.31 OceaneeringIntl OII ... dd 15.02 –0.38 ... 43.08 29.94 Pfizer PFE 3.9 20 40.02 +0.44 .39 201.29 144.03 RenaissanceRe RNR .9 14 160.62 –4.26 .36
34.00 8.25 OcwenFinancial OCN ... dd 31.74 +0.49 ... 35.77 0.91 ReneSola SOL ... cc 7.51 –0.78 ...
10.64 9.75 M3-BrigadeII MBAC.UT ... ... 9.98 ... ... 66.99 3.18 NIO NIO ... dd 33.42 –3.52 ...
2.41 0.46 Oi OIBR.C ... dd 1.46 –0.19 ... 98.62 67.21 PhilipMorris PM 4.9 18 97.70 +0.29 1.20 12.20 1.08 Renren RENN ... ... 12.00 +2.37 ...
10.00 9.71 M3-Brigade II A MBAC ... ... 9.80 –0.05 ... 8.50 2.74 NL Industries NL ... 16 7.70 +0.59 ...
38.47 31.86 OilDriAmerica ODC 2.9 14 36.14 +0.79 .26 90.59 43.27 Phillips66 PSX 4.1 dd 87.70 +1.66 .90 113.28 78.22 RepublicSvcs RSG 1.5 35 111.10 +0.22 .425
1.50 0.62 M3-BrigadeIIWt MBAC.WT ... ... .68 –0.01 ... 17.81 7.70 NOV NOV ... dd 17.51 +0.26 ... 48.51 21.28 Phillips66Ptrs PSXP 9.7 17 36.06 +0.66 .875
5.92 2.25 MV Oil MVO 7.0 12 5.89 +0.37 .21 11.98 4.03 NOW DNOW ... dd 11.30 –0.23 ... 9.49 2.37 OilStatesIntl OIS ... dd 6.61 –0.08 ... 31.67 5.10 ResideoTech REZI ... 39 29.14 –1.14 ...
26.48 13.87 OldRepublic ORI 3.4 5 26.26 +0.18 .22 2.83 1.12 PhoenixNewMedia FENG .0 2 1.59 –0.03 1.3712 224.43 149.16 ResMed RMD .8 63 195.42 +0.26 .39
36.25 24.94 Mytheresa MYTE ... ... 28.11 +0.03 ... 44.08 28.22 NRG Energy NRG 3.8 28 34.33 –0.43 .325 81.59 25.61 Phreesia PHR ... dd 45.75 –3.56 ...
25.99 5.98 Macerich MAC 4.3 16 14.01 +0.27 .15 5308.48 2733.00 NVR NVR ... 20 4949.71 –261.67 ... 47.13 9.67 Olin OLN 1.7 dd 46.79 +0.25 .20 56 17.18 1.70 ResoluteForest RFP ... 13 14.89 –1.15 ...
35.00 22.88 Olo OLO ... ... 23.31 –5.52 ... 20.13 14.73 PhysiciansRealty DOC 5.1 18.09 –0.57 .23 71.12 50.48 RestaurantBrands QSR 3.1 40 67.65 –1.83 .53
18.83 10.35 Mack-Cali CLI .0 dd 16.85 –0.04 .20 133.61 16.26 NaborsIndustries NBR ... dd 99.48 +0.44 ... 19.99 11.26 PiedmontOfficeA PDM 4.6 10 18.07 –0.43 .21
41.00 24.47 MacquarieInfr MIC .0 dd 34.92 –0.02 11.00 21.25 3.76 NamTaiProperty NTP ... 22 20.72 +1.69 ... 39.31 25.99 OmegaHealthcare OHI 7.5 38 35.81 –0.69 .67 ... 12.24 4.08 RetailPropofAmer RPAI 2.4 dd 11.76 –0.35 .07
12.01 9.88 Omnichannel OCA.UT ... ... 10.26 –0.04 ... 16.07 9.89 PineIslandAcqn PIPP.UT ... 10.20 –0.18 ... 20.23 10.40 RetailValue RVI 6.4 dd 18.04 –0.30 1.16
22.30 4.80 Macy's M ... dd 18.08 +0.40 ... 43.21 22.86 NatlBankHoldings NBHC 2.1 13 41.49 +0.43 .22 14.94 9.71 PineIslandA PIPP ... ... 9.85 –0.15 ...
53.33 11.06 9.60 OmnichannelA OCA ... ... 9.85 –0.02 ... 19.00 3.96 Revlon REV ... dd 10.35 –0.82 ...
121.42 63.55 MSG Entertainment MSGE ... dd 88.99 –1.35 ... 37.87 NationalFuelGas NFG 3.4 55 52.32 –0.27 .445
2.28 0.60 OmnichannelWt OCA.WT ... ... .90 –0.05 ... 4.00 0.93 PineIslandWt PIPP.WT ... ... 1.09 –0.01 ... 59.92 13.00 Revolve RVLV ... 46 47.22 –10.93 ...
207.09 140.15 MSG Sports MSGS ... dd 185.42 +1.36 ... 66.10 53.09 NationalGrid NGG 4.7 25 65.78 +0.76 1.1285 37.80 19.97 PingIdentity PING ... dd 23.67 –0.49 ...
49.91 32.61 MagellanMid MMP 8.4 15 49.08 +1.13 1.0275 78.56 46.34 NatlHealthInv NHI 6.5 19 67.62 –3.48 1.1025 86.38 44.50 Omnicom OMC 3.3 19 83.64 –1.32 .70 116.86 55.16 RexAmerRes REX ... cc 80.40 –3.04 ...
16.12 10.03 one AONE.UT ... ... 10.35 –0.13 ... 91.88 69.29 PinnacleWest PNW 3.9 17 86.06 –0.06 .83 57.23 36.31 RexfordIndlRealty REXR 1.8 90 53.82 –1.21 .24
99.72 36.10 MagnaIntl MGA 1.8 26 96.60 –1.91 .43 117.87 79.33 NatlPrestoInds NPK .9 16 107.89 +3.89 5.25 89.90 16.58 Pinterest PINS ... dd 58.05 –1.81 ...
49.00 15.10 9.70 oneA AONE ... ... 9.95 –0.10 ... 52.78 25.87 Rexnord RXN .7 42 50.65 –1.81 .09
26.98 9.76 Magnachip MX ... 15 22.77 –1.44 ... 26.80 NatlRetailProp NNN 4.6 39 45.13 –3.41 .52
4.25 0.83 oneWt AONE.WT ... ... 1.77 ... ... 175.37 76.58 PioneerNatRscs PXD 1.4 dd 157.05 –10.78 .56 16.36 10.15 RibbitLeapA LEAP ... ... 10.42 –0.43 ...
13.35 4.09 MagnoliaOil MGY ... 26 12.41 +0.09 ... 46.44 24.22 NatlStorage NSA 3.2 66 43.40 –2.41 .35
25.66 13.15 OneLiberty OLP 7.3 23 24.78 –0.25 .45 125.51 50.53 PiperSandler PIPR 1.2 19 125.51 +3.81 .45 17.00 10.67 RibbitLeapUn LEAP.UT ... ... 10.83 –0.47 ...
10.10 9.73 MagnumOpus OPA.UT ... ... 10.02 +0.02 ... 20.68 10.77 Natura&Co NTCO .0 dd 18.66 –0.37 .067 15.50 2.10 PitneyBowes PBI 2.6 dd 7.82 +0.14 .05
43.56 26.68 MainStreetCap MAIN 6.1 10 40.54 –1.13 .205 12.23 5.60 NaturalGasSvcs NGS ... dd 10.49 +1.08 ... 28.80 11.98 OneConnectFinTech OCFT ... dd 15.09 +1.02 ... 7.70 1.92 RibbitLeapWt LEAP.WT ... ... 2.05 –0.23 ...
59.00 19.73 OneMain OMF 5.1 7 54.56 –2.41 .70 10.84 9.69 PivotalInvIII PICC.UT ... ... 9.99 –0.06 ... 20.78 9.91 RiceAcqn RICE.UT ... ... 16.18 –1.81 ...
20.22 13.28 ManchesterUnited MANU 1.1 dd 15.80 –0.84 .09 18.75 9.36 NaturalGrocers NGVC 2.3 16 12.17 –0.78 .07 10.17 9.69 PivotalInvtIII A PICC ... ... 9.83 –0.02 ...
28.33 7.36 Manitowoc MTW ... dd 25.54 –1.72 ... 19.52 9.56 NaturalResPtrs NRP 9.7 dd 18.52 +0.33 .45 6.84 1.89 OneSmartIntl ONE ... dd 2.08 –0.73 ... 17.90 9.62 RiceAcqnA RICE ... ... 14.58 –0.46 ...
11.71 5.21 OnionGlobal OG ... 17 6.35 –0.65 ... 1.25 0.80 PivotalInvtIII Wt PICC.WT ... ... .90 –0.01 ... 6.00 1.11 RiceAcqnWt RICE.WT ... ... 4.15 –0.54 ...
8.10 2.53 Manning&Napier MN ... 11 7.53 +0.19 ... 18.25 0.65 Natuzzi NTZ ... dd 15.17 –0.08 ... 90.34 49.40 PlanetFitness PLNT ... dd 79.06 +1.92 ...
125.07 63.33 Manpower MAN 2.0 82 123.56 +0.84 1.26 5.80 2.34 NatWest NWG ... dd 5.50 –0.12 ... 72.55 28.08 OntoInnovation ONTO ... 50 59.96 –6.45 ... 449.00 229.00 RingCentral RNG ... dd 239.99 –17.05 ...
19.18 11.02 Ooma OOMA ... dd 16.25 –0.15 ... 50.89 10.95 Plantronics PLT ... dd 29.44 –11.55 ... 95.97 47.17 RioTinto RIO 5.3 15 88.23 –4.94 .93
22.25 11.19 ManulifeFin MFC 4.2 10 21.64 +0.36 .2285 31.38 5.51 Nautilus NLS ... 6 17.42 +0.51 ... 10.39 2.50 PlayAGS AGS ... dd 8.60 –0.59 ...
12.46 52.45 17.96 Oppenheimer A OPY 1.0 4 48.87 –2.08 .12 78.64 38.80 RitchieBros RBA 1.4 40 63.23 –3.86 .22
13.29 3.73 MarathonOil MRO 1.1 dd 11.80 –0.09 .04 5.08 NavigatorHldgs NVGS ... dd 11.24 –0.46 ...
80.72 50.91 Oracle ORCL 1.6 19 78.89 –1.51 .32 19.68 11.18 PlymouthIndREIT PLYM 4.4 dd 19.23 +0.41 .21 32.48 8.86 RiteAid RAD ... dd 19.13 +1.12 ...
61.95 26.56 MarathonPetrol MPC 3.9 dd 60.08 +0.08 .58 6.10 3.00 NaviosMaritime NNA 5.9 2 3.39 +0.23 .05 147.73 68.49 Polaris PII 1.9 33 134.41 –10.11 .63
40.89 24.98 Marcus&Millichap MMI ... 34 37.52 +0.57 ... 15.42 1.45 NaviosMaritime NM ... dd 8.20 –1.08 ... 13.03 10.15 Orange ORAN 4.1 6 12.94 +0.15 .473 91.28 44.18 RobertHalf RHI 1.7 31 90.12 –0.20 .38
6.22 3.69 OrchidIslandCap ORC 14.4 5 5.43 –0.13 .065 10.91 9.70 Pontem PNTM.UT ... ... 9.98 –0.01 ... 83.41 60.50 Roblox RBLX ... dd 70.95 +3.05 ...
24.71 6.84 Marcus MCS ... dd 19.94 +0.53 ... 36.46 5.51 NaviosMaritime NMM .7 5 30.20 –2.71 .05 10.05 9.43 PontemA PNTM ... ... 9.73 –0.01 ...
22.61 9.18 MarineProducts MPX 2.8 25 17.03 +0.28 .12 45.25 22.18 NavistarIntl NAV ... dd 44.23 –0.08 ... ... ... Organon OGN.WI ... ... 33.25 ... ... 43.00 16.22 RocketCos. RKT .0 0 17.34 –0.75 1.11
22.45 7.00 OrionEngCarbons OEC ... 54 20.69 –1.22 ... 1.55 0.71 PontemWt PNTM.WT ... ... .79 –0.04 ... 10.30 9.90 RocketInternet RKTA.UT ... ... 10.02 +0.02 ...
70.89 14.04 MarineMax HZO ... 11 60.43 –5.21 ... 12.99 9.92 NavSight NSH.UT ... ... 10.50 +0.03 ... 51.60 31.96 PortlandGenElec POR 3.5 26 49.73 –0.50 .43
1250.00 6.67 2.15 OrionGroup ORN ... 10 5.87 +0.06 ... 9.99 9.81 RocketInternetA RKTA ... ... 9.90 ... ...
800.00 Markel MKL ... 6 1233.32 +12.95 ... 12.05 9.50 NavSightA NSH ... ... 9.89 –0.01 ...
91.38 53.61 Orix IX 3.6 11 85.38 +2.63 1.8545 117.91 81.38 PostHoldings POST ... 28 117.40 +1.05 ... 1.10 0.93 RocketInternetWt RKTA.WT ... ... .93 ... ...
190.97 68.15 MarriottVacations VAC ... dd 175.25 –2.11 ... 2.65 0.63 NavSightWt NSH.WT ... ... 1.30 –0.03 ...
128.87 53.44 OrmatTech ORA .7 47 66.21 –3.32 .12 21.19 12.65 PostalRealty PSTL 4.3 dd 20.25 –0.03 .22 275.43 188.39 Rockwell ROK 1.6 20 267.46 –3.22 1.07
139.22 101.51 Marsh&McLen MMC 1.4 31 134.56 –3.41 .465 61.49 36.05 Neenah NP 3.3 dd 56.93 +0.98 .47 29.00 10.00 PrecisionDrilling PDS ... dd 28.10 +0.10 ...
383.71 .22 37.00 19.78 OscarHealth OSCR ... ... 22.94 +0.43 ... 52.84 37.84 RogersComm B RCI 3.2 21 51.13 +0.37 .4059
166.53 MartinMarietta MLM .6 31 377.97 –0.31 .57 78.36 44.25 Nelnet NNI 1.1 6 77.20 +2.21 136.45 58.91 Oshkosh OSK 1.0 27 135.36 +1.38 .33 10.97 5.01 PrefApartment APTS 7.4 dd 9.49 –0.42 .175 206.13 95.69 Rogers ROG ... 51 186.27 –3.89 ...
68.54 40.70 Masco MAS 1.5 22 64.15 –2.71 .235 14.14 5.75 NeoPhotonics NPTN ... dd 9.11 –0.15 ... 10.00 9.86 OsirisAcqn OSI.UT ... ... 9.88 ... ... 48.95 32.20 PrestigeCnsHlth PBH ... 15 48.50 +2.40 ... 43.00 25.52 Rollins ROL .9 59 36.92 –0.20 .08
10.50 9.77 MasonIndlTech MIT.UT ... ... 9.97 ... ... 21.55 16.63 Netstreit NTST 3.8 cc 21.27 –0.03 .20 13.99 8.59 OsiskoGoldRoyal OR 1.2 74 13.75 +0.26 .0412 14.55 7.74 PretiumRscs PVG ... dd 11.19 –0.26 ... 38.90 6.33 RomeoPower RMO ... dd 6.90 –0.82 ...
9.90 9.57 MasonIndlTechA MIT ... ... 9.70 –0.01 ... 188.14 111.87 Nevro NVRO ... dd 144.84 –11.38 ... 19.01 9.85 OspreyTechUn SFTW.UT ... ... 10.60 +0.07 ... 11.75 9.90 PrimaveraCap PV.UT ... ... 10.08 –0.14 ... 455.72 352.24 RoperTech ROP .5 46 438.35 –6.11 .5625
0.83 0.58 MasonIndlTechWt MIT.WT ... ... .72 –0.03 ... 11.60 7.30 NewFrontierHlth NFH ... dd 11.17 +0.07 ... 17.47 9.60 OspreyTechA SFTW ... dd 9.92 –0.02 ... 10.25 9.57 PrimaveraCapA PV ... ... 9.75 –0.07 ... 10.64 9.75 RossAcqnII ROSS.UT ... ... 9.97 –0.02 ...
132.22 55.82 MasoniteIntl DOOR ... 36 124.01 –5.91 ... 2.97 1.00 NewFrontierWt NFH.WT ... ... 2.84 +0.04 ... 4.89 0.55 OspreyTechWt SFTW.WT ... ... 1.25 ... ... 1.54 0.57 PrimaveraCapWt PV.WT ... ... .71 –0.01 ... 10.00 9.65 RossAcqnIIA ROSS ... ... 9.72 +0.02 ...
119.23 31.52 MasTec MTZ ... 25 118.41 +7.13 ... 6.94 2.35 NewHome NWHM ... dd 6.34 –0.26 ... 79.56 47.20 OtisWorldwide OTIS 1.2 33 78.88 +0.69 .24 11.55 9.85 PrimeImpactI PIAI.UT ... ... 10.07 +0.03 ... 0.91 0.74 RossAcqnIIWt ROSS.WT ... ... .80 –0.04 ...
401.50 273.29 Mastercard MA .5 56 363.91 –11.49 .44 43.94 25.87 NewJerseyRscs NJR 3.1 17 43.17 –0.34 .3325 17.73 7.55 Ouster OUST ... ... 9.06 –1.20 ... 10.98 9.51 PrimeImpactI A PIAI ... ... 9.76 –0.07 ... 10.90 9.92 RotorAcqn ROT.UT ... ... 10.35 –0.03 ...
30.57 6.29 MatadorRscs MTDR .3 dd 29.92 +1.13 .025 19.97 11.16 NewOrientalEduc EDU ... 52 12.20 –2.73 ... 4.57 0.50 OusterWt OUST.WT ... ... 2.05 –0.50 ... 2.00 0.66 PrimeImpactIWt PIAI.WT ... ... .90 +0.03 ... 10.10 9.61 RotorAcqnA ROT ... ... 9.92 +0.02 ...
80.70 48.10 Materion MTRN .6 43 79.14 +3.37 .12 81.10 51.52 NewRelic NEWR ... dd 59.29 +0.12 ... 24.98 11.82 OutfrontMedia OUT ... dd 23.12 –1.32 ... 165.35 99.46 Primerica PRI 1.2 16 161.55 –2.30 .47 1.16 0.51 RotorAcqnWt ROT.WT ... ... .92 –0.08 ...
79.05 24.76 Matson MATX 1.5 10 63.03 –3.36 .23 11.48 5.78 NewResidInvt NRZ 7.7 11 10.34 –0.25 .20 2.84 1.73 OverseasShip OSG ... dd 2.18 –0.15 ... 17.85 9.99 PrimoWater PRMW 1.4 dd 17.33 +0.41 .06 100.92 58.24 RoyalBkCanada RY 3.4 17 100.55 +1.45 .8651
12.80 9.70 MauiLand MLP ... dd 10.80 –0.35 ... 6.96 2.28 NewSeniorInvt SNR 3.9 dd 6.65 –0.14 .065 28.69 6.04 Ovintiv OVV 1.4 dd 26.16 –0.77 .0938 29.15 12.76 ProAssurance PRA .8 dd 25.41 –0.43 .05 99.24 34.37 RoyalCaribbean RCL ... dd 84.27 –0.02 ...
58.75 8.94 MaxarTech MAXR .1 dd 31.32 –0.22 .01 30.00 7.60 NewYorkCityReit NYC 4.0 dd 10.00 +1.10 .10 39.45 6.62 Owens&Minor OMI .0 21 31.84 –2.47 .0025 146.92 111.43 Procter&Gamble PG 2.5 25 138.01 +2.86 .8698 44.50 23.07 RoyalDutchA RDS.A 2.8 dd 40.40 –0.49 .347
96.05 63.65 Maximus MMS 1.2 20 89.87 –1.22 .28 13.23 7.72 NY CmntyBcp NYCB 5.8 11 11.76 –0.11 .17 109.90 39.63 OwensCorning OC 1.0 15 106.47 –0.45 .26 107.59 72.71 Progressive PGR .4 10 107.10 +1.92 .10 42.29 21.79 RoyalDutchB RDS.B 3.5 dd 38.29 –0.46 .347
44.05 15.52 MaxLinear MXL ... dd 33.93 –2.39 ... 58.73 35.99 NYTimes A NYT .7 67 42.94 –2.18 .07 14.64 11.12 OwlRock ORCC 8.7 6 14.20 ... .31 117.61 82.00 Prologis PLD 2.2 65 114.65 –1.37 .63 26.55 9.51 RushStreetInt RSI ... dd 12.01 –1.03 ...
18.22 4.91 MayvilleEngg MEC ... dd 17.15 –0.17 ... 458.51 332.45 NewMarket NEU 2.2 15 352.77 +0.21 1.90 96.87 36.23 OxfordIndustries OXM 1.6 dd 94.38 –0.41 .37 13.99 3.58 ProPetro PUMP ... dd 10.57 –0.41 ... 89.65 29.40 RyderSystem R 2.6 cc 85.14 –2.08 .56
105.54 82.03 McCormick MKC 1.5 32 89.56 +0.23 .34 72.22 52.33 Newmont NEM 3.1 22 70.75 +3.42 .55 14.25 7.75 ProSightGlobal PROS ... 11 12.77 –0.03 ... 19.46 3.96 RyersonHolding RYI ... dd 16.34 –0.55 ...
105.50 81.30 McCormickVtg MKC.V 1.5 31 89.16 –0.16 .34 4.08 0.70 NewparkResources NR ... dd 3.29 –0.02 ... 83.02 48.80 ProsperityBcshs PB 2.6 13 75.37 +0.24 .49
238.18 171.68 McDonalds MCD 2.2 34 231.72 –3.12 1.29 12.58 3.69 NexaResources NEXA 2.4 dd 11.05 +0.68 .2643 PQ 286.57 89.85 ProtoLabs PRLB ... 63 95.06 –6.35 ...
86.58 23.92 RymanHospitality RHP ... dd 76.22 –2.77 ...
1.60 0.77 McEwenMining MUX ... dd 1.25 –0.05 ... 21.48 10.23 NexPointRealEst NREF 9.7 4 19.58 –1.32 .475 25.62 10.99 ProvidentFinSvcs PFS 3.6 14 25.46 +0.20 .23
204.66 130.37 McKesson MCK .9 dd 195.00 –2.61 .42 51.65 27.42 NexPointResidentl NXRT 2.7 cc 50.33 +0.19 .3413 18.78 4.06 PBF Energy PBF ... dd 15.39 –1.24 ... 108.56 51.83 PrudentialFin PRU 4.3 16 107.68 +1.73 1.15 S
2.57 1.29 Mechel MTL ... dd 2.04 –0.09 ... 87.69 55.81 NextEraEnergy NEE 2.1 35 73.12 –1.41 .385 16.70 6.92 PBF Logistics PBFX 7.7 6 15.55 –0.66 .30 44.99 23.99 Prudential PUK .7 26 43.20 –1.45 .1073
48.28 23.11 Medallia MDLA ... dd 24.78 –1.71 ... 56.22 46.18 NextEra6.219%Un NEE.PRQ 6.4 ... 48.87 –0.59 .7774 13.34 8.35 PG&E PCG ... dd 10.81 –0.13 ... 64.30 44.96 PublicServiceEnt PEG 3.3 15 62.52 –0.63 .51 169.30 104.64 SAP SAP 2.0 26 138.82 –2.92 1.7337
70.33 21.62 MediaAlpha MAX ... ... 34.80 –5.96 ... 65.31 46.80 NextEraEnergyUn NEE.PRO 4.3 ... 56.28 –0.86 .609 126.76 91.42 PG&EUn PCGU 5.2 ... 106.38 –2.49 1.375 283.07 173.16 PublicStorage PSA 2.9 41 273.45 –3.82 2.00 398.55 297.33 S&P Global SPGI .8 37 379.16 –11.55 .77
May 17, 2021 BARRON’S M17

New York Stock Exchange Composite List

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.
12.80 10.00 SC Health SCPE.UT ... ... 12.08 +0.52 ... 66.93 50.40 Southern SO 4.1 20 65.11 –1.15 .66 2.75 0.62 TailwindAcqnWt TWND.WT ... ... .99 –0.15 ... 7.89 4.28 TwoHarbors TWO 8.6 6 7.18 +0.06 .17
10.81
2.61
9.94
0.95
SC Health
SC Health Wt
SCPE
SCPE.WT
...
...
dd
...
10.02
1.60
–0.10
–0.33
...
...
53.50
83.29
43.34
32.59
SouthernUnSeriesA
SoCopper
SOLN
SCCO
6.4
3.7
...
28
52.55
76.30
–0.30
–0.57
.8438
.70
10.67
10.15
9.74
9.67
TailwindIntlAcqn
TailwindIntlA
TWNI.UT
TWNI
...
...
...
...
9.99
9.73
–0.01
...
...
...
479.79 319.58 TylerTech
81.79 55.28 TysonFoods
TYL ... 90 398.95 –0.92 ...
TSN 2.2 14 80.34 +1.52 .445 W
13.29 9.98 SCVX SCVX.UT ... ... 10.56 +0.26 ... 64.75 23.75 SouthwestAir LUV ... dd 62.30 +0.64 ... 0.90 0.55 TailwindIntlWt TWNI.WT ... ... .70 +0.02 ...
5.00 1.35 W&T Offshore WTI ... dd 3.68 +0.10 ...
12.37
2.75
9.66
0.60
SCVX
SCVX Wt
SCVX
SCVX.WT
...
...
dd
...
9.97
1.24
+0.08
+0.37
...
...
78.38
5.18
57.00
2.18
SouthwestGas
SouthwesternEner
SWX
SWN
3.4
...
14
dd
69.86
5.07
–0.51
+0.33
.595
...
10.19
9.99
9.74
9.65
TailwindTwo
TailwindTwoA
TWNT.UT
TWNT
...
...
...
...
9.98
9.65
–0.02
–0.20
...
... U 106.85 80.55 WEC Energy WEC 2.8 24 96.20 –1.44 .6775
6.28 1.46 SeacorMarine SMHI ... dd 3.48 –0.44 ... 18.71 10.15 SpartanAcqnII SPRQ.UT ... ... 10.48 –0.19 ... 1.18 0.56 TailwindTwoWt TWNT.WT ... ... .71 –0.02 ... 234.64 119.52 WEX WEX ... dd 191.63 –4.77 ...
10.86 5.85 SFL SFL 6.8 ... 8.85 +0.73 .15 11.08 9.81 SpartanAcqnIII SPAQ.UT ... ... 10.00 –0.20 ... 142.20 49.38 TaiwanSemi TSM 1.2 33 112.46 –4.37 .3527 16.31 9.20 UBS Group UBS 2.4 8 15.49 –0.31 .37 78.07 39.87 WNS WNS ... 35 69.44 –1.93 ...
27.46 17.03 SINOPEC SHI 5.1 27 25.85 +0.63 1.5282 10.00 9.71 SpartanAcqnIII A SPAQ ... ... 9.77 –0.14 ... 20.00 15.30 TakedaPharm TAK 4.1 15 17.12 +0.25 .398 47.28 29.34 UDR UDR 3.1 cc 46.39 +0.10 .3625 76.48 53.60 W.P.Carey WPC 5.7 29 73.65 –1.49 1.048
15.31 4.49 SITE Centers SITC 3.2 dd 14.77 –0.01 .12 1.41 0.86 SpartanAcqnIII Wt SPAQ.WT ... ... .99 –0.02 ... 16.81 5.39 TalosEnergy TALO ... dd 12.73 +0.18 ... 46.73 27.51 UGI UGI 2.9 11 45.94 +0.32 .345 70.36 33.56 WPP WPP 2.3 dd 69.53 –0.01 .9777
71.69 51.60 SJW Group SJW 2.2 29 62.93 –0.78 .34 16.66 9.73 Spartan II A SPRQ ... ... 9.91 –0.08 ... 22.40 5.46 Tanger SKT 4.3 dd 16.57 –1.02 .1775 22.57 10.70 UMH Prop UMH 3.6 45 21.18 –0.95 .19 20.55 7.43 WabashNational WNC 1.8 75 17.40 –0.84 .08
31.80 18.05 SK Telecom SKM 2.5 16 31.36 +0.07 .8932 4.21 1.05 Spartan II Wt SPRQ.WT ... ... 1.17 –0.26 ... 49.67 11.68 Tapestry TPR ... 39 46.82 –2.30 ... 59.32 32.80 Unitil UTL 2.7 23 55.70 –0.85 .38 86.81 51.25 Wabtec WAB .6 37 80.53 –1.34 .12
77.99 36.87 SLGreenRealty SLG 5.0 22 72.27 –0.65 .3033 97.27 36.96 SpectrumBrands SPB 1.8 14 92.27 –2.44 .42 38.96 13.08 TargaResources TRGP 1.0 47 38.52 +0.29 .10 16.50 9.00 USA Compression USAC 13.8 dd 15.21 –0.17 .525 114.77 35.13 Walker&Dunlop WD 2.0 13 101.60 –2.86 .50
19.50 1.34 SM Energy SM .1 dd 17.64 –0.15 .01 77.95 50.58 Spire SR 3.4 26 75.47 –0.42 .65 217.39 114.23 Target TGT 1.3 24 211.16 –3.55 .68 38.93 27.72 US Cellular USM ... 15 38.29 +1.79 ... 153.66 117.01 Walmart WMT 1.6 29 139.52 –0.68 .55
15.88 1.06 SOS SOS ... 43 3.21 –0.70 ... 53.63 17.26 SpiritAeroSys SPR .1 dd 43.17 –0.92 .01 80.00 53.95 TaroPharm TARO ... dd 73.95 –1.52 ... 6.49 2.60 USD Partners USDP 7.8 8 5.81 +0.05 .1135 1.45 0.90 WarburgPinI-A Wt WPCA.WT ... ... 1.02 –0.13 ...
66.19 32.71 SPX SPXC ... 27 63.05 –0.53 ... 40.77 7.92 SpiritAirlines SAVE ... dd 34.97 –0.16 ... 23.70 5.30 TataMotors TTM ... dd 21.24 +0.66 ... 42.10 16.71 US Foods USFD ... dd 39.39 –1.18 ... 1.30 0.85 WarburgPinI-B Wt WPCB.WT ... ... .99 –0.10 ...
71.62 26.55 SPX FLOW FLOW .5 cc 70.39 –0.21 .09 48.05 25.13 SpiritRealtyCap SRC 5.4 cc 45.92 –1.34 .625 33.06 13.91 TaylorMorrison TMHC ... 10 29.61 –2.41 ... 10.74 9.81 USHG Acqn HUGS.UT ... ... 10.11 +0.02 ... 10.63 10.00 WarburgPincusI-A WPCA.UT ... ... 10.06 –0.14 ...
36.49 11.15 SQZ Biotech SQZ ... dd 11.88 +0.09 ... 11.75 9.89 SportsEntAcqn SEAH.UT ... ... 11.10 ... ... 13.84 3.75 Team TISI ... dd 8.37 –0.53 ... 10.25 9.75 USHG Acqn A HUGS ... ... 9.88 +0.03 ... 11.00 9.85 WarburgPincusI-A WPCA ... ... 9.93 –0.02 ...
1.24 0.70 USHG Acqn Wt HUGS.WT ... ... .80 –0.03 ... 11.19 9.94 WarburgPincusI-B WPCB.UT ... ... 10.00 –0.05 ...
37.16 22.77 STAG Indl STAG 4.1 35 35.66 –0.67 .1208 10.85 9.59 SportsEntA SEAH ... ... 10.12 –0.01 ... 9.36 3.66 TechnipFMC FTI ... 11 8.21 –0.37 ... 9.70 ...
36.40 16.77 StoreCapital STOR 4.3 42 33.34 –1.70 .36 2.63 0.90 SportsEntWt SEAH.WT ... ... 1.79 –0.17 ... 26.72 8.31 TeckRscsB TECK .6 dd 25.47 –0.18 .0404 143.67 67.55 US PhysTherapy USPH 1.2 47 117.02 –2.14 .35 10.00 WarburgPincusI-BA WPCB ... 9.75 –0.12 ...
15.38 1.84 US Silica SLCA ... dd 11.59 –0.38 ... 25.90 12.65 WarriorMetCoal HCC 1.2 dd 16.27 +0.13 .05
36.70 25.41 SabineRoyalty SBR 6.3 16 35.77 +0.62 .2516 387.44 150.16 Spotify SPOT ... dd 223.59 –15.82 ... 3.88 1.70 Teekay TK ... dd 3.40 –0.18 ... 10.20 9.71 WarriorTech WARR.UT ... ... 9.99 –0.01 ...
4.43 0.82 SafeBulkers SB ... dd 4.00 ... ... 25.13 13.25 SpragueRscs SRLP 11.1 20 24.16 +0.31 .6675 15.51 10.06 TeekayLNG un TGP 7.6 7 15.23 +0.03 .2875 12.33 3.42 US Xpress USX ... 19 11.21 +0.09 ...
47.47 23.20 Sprott SII 2.2 40 45.44 –0.68 .25 14.38 6.25 UWM UWMC 5.3 36 7.51 +0.55 .10 10.00 9.69 WarriorTechA WARR ... ... 9.69 –0.04 ...
8.59 5.15 SafeguardSci SFE ... dd 6.96 +0.06 ... 19.39 8.90 TeekayTankers TNK ... 6 14.31 –0.07 ... 0.68 0.45 WarriorTechWt WARR.WT ... ... .54 –0.03 ...
84.99 46.67 Safehold SAFE .9 62 69.68 –0.90 .1622 283.19 76.02 Square SQ ... cc 207.85 –25.50 ... 17.90 12.84 TejonRanch TRC ... dd 15.79 +0.07 ... 4.87 1.01 UWM Wt UWMC.WT ... ... 1.34 –0.09 ...
dd 17.55 1.69 WashingtonPrime WPG ... dd 1.95 –0.30 ...
64.19 20.29 SailPointTechs SAIL ... dd 45.22 –1.08 ... 57.55 17.01 St.Joe JOE .7 53 44.55 –2.61 .08 308.00 129.74 TeladocHealth TDOC ... dd 139.68 –11.36 ... 64.05 28.39 Uber UBER ... 47.42 +0.39 ...
25.67 16.95 WashingtonREIT WRE 5.3 dd 22.81 –0.90 .30
284.50 166.18 Salesforce.com CRM ... 50 217.66 +1.16 ... 55.29 35.61 StandardMotor SMP 2.2 15 46.50 –1.08 .25 11.56 4.39 TelecomArgentina TEO 24.1 dd 5.15 +0.47 .9972 401.81 150.75 Ubiquiti UI .6 32 283.66 +3.27 .40
108.17 43.15 StandexInt SXI .9 51 102.17 +0.73 .24 83.40 61.50 UiPath PATH ... dd 70.48 +1.46 ... 124.95 87.23 WasteConnections WCN .7 cc 121.26 –2.08 .205
25.66 8.28 SallyBeauty SBH ... 18 22.96 –2.33 ... 457.79 289.19 TeledyneTech TDY ... 40 425.84 –10.15 ... 144.54 95.11 WasteMgt WM 1.6 39 141.94 +0.56 .575
5.32 2.16 SanJuanBasin SJT 6.0 33 5.27 +0.19 .0958 225.00 102.80 StanleyBlackDck SWK 1.3 22 216.01 –3.68 .70 449.38 312.33 Teleflex TFX .3 67 393.00 –19.55 .34 4.74 2.41 UltraparPart UGP ... 26 3.80 –0.11 ...
131.98 71.46 StanleyB&D Un SWT 4.2 ... 125.83 –2.95 1.3125 26.45 7.36 UnderArmour A UAA ... 89 22.78 –1.69 ... 11.77 6.85 Waterdrop WDH ... dd 8.18 –1.52 ...
12.00 9.56 SandbridgeAcqn SBG.UT ... ... 10.41 +0.05 ... 10.31 7.08 TelefonicaBras VIV 8.9 14 8.17 –0.19 .0139 320.39 171.38 Waters WAT ... 32 312.24 –2.41 ...
11.56 9.64 SandbridgeAcqnA SBG ... ... 9.93 –0.05 ... 47.56 27.90 Stantec STN 1.2 37 44.83 +0.82 .1346 5.69 3.22 Telefonica TEF 8.0 17 4.97 +0.14 .2371 21.83 6.58 UnderArmour C UA ... 75 19.01 –1.23 ...
12.03 7.32 StarGroup SGU 5.5 5 10.36 –0.73 .1425 30.94 10.50 Unifi UFI ... dd 26.94 –0.63 ... 307.81 154.66 Watsco WSO 2.6 40 297.91 –2.53 1.95
2.10 0.56 SandbridgeAcqnWt SBG.WT ... ... .95 +0.01 ... 25.62 16.97 TelekmIndonesia TLK 2.6 16 22.74 –0.06 .824 301.76 154.35 Watsco B WSO.B 2.7 39 292.01 –6.67 1.95
10.10 9.78 SandbridgeX2 SBII.UT ... ... 9.99 –0.02 ... 13.25 10.07 StarPeakII STPC.UT ... ... 10.25 –0.50 ... 26.03 16.38 Telephone&Data TDS 2.7 14 25.72 +0.99 .175 258.86 151.91 Unifirst UNF .4 34 224.92 –0.55 .25
140.39 73.12 WattsWater WTS .7 38 138.99 +2.65 .26
9.99 9.75 SandbridgeX2 A SBII ... ... 9.75 –0.05 ... 12.25 9.70 StarPeak II A STPC ... ... 9.87 –0.33 ... 41.04 12.74 TempurSealy TPX .7 19 37.89 –1.46 .07 63.89 50.23 Unilever UL 3.0 25 60.59 +0.85 .5159
369.00 144.51 Wayfair W ... 70 300.00 –5.49 ...
0.80 0.65 SandbridgeX2Wt SBII.WT ... ... .70 –0.05 ... 4.68 1.26 StarPeak II Wt STPC.WT ... ... 1.55 –0.73 ... 24.08 8.86 Tenaris TS .0 cc 23.82 +0.01 .14 231.26 149.76 UnionPacific UNP 1.9 29 227.86 –1.62 1.07
9.00 2.51 Starrett A SCX ... dd 8.80 +0.95 ... 27.91 9.75 Unisys UIS ... dd 25.45 +1.58 ... 63.81 21.69 WebsterFin WBS 2.8 18 56.31 +0.46 .40
5.78 1.11 SandRidgeEnergy SD ... dd 5.07 +0.57 ... 32.25 11.59 TencentMusic TME ... 42 15.21 –0.86 ... 5.49 0.73 Weidai WEI ... ... .93 –0.09 ...
10.63 5.96 SandstormGold SAND ... 56 8.31 +0.28 ... 9.80 3.00 Startek SRT ... dd 6.42 –1.16 ... 67.85 16.21 TenetHealthcare THC ... 17 64.22 –2.62 ... 11.28 2.39 UnitedMicro UMC 1.1 16 8.57 –1.08 .1361
33.52 14.75 WeingartenRealty WRI 2.8 48 32.60 –0.37 .23
36.53 14.21 SantanderCons SC 2.4 7 36.32 +0.39 .22 26.24 11.55 StarwoodProp STWD 7.7 14 24.86 –0.32 .48 87.40 51.11 Tennant TNC 1.1 29 84.50 –0.85 .23 41.37 14.23 UnitedNatFoods UNFI ... 11 37.23 +0.55 ...
59.70 44.35 WeisMarkets WMK 2.3 12 53.96 +0.28 .31
26.68 13.22 SaratogaInvt SAR 6.9 19 24.80 –0.97 .43 89.28 53.39 StateStreet STT 2.4 14 86.75 –0.48 .52 15.00 4.34 Tenneco TEN ... dd 13.80 +0.99 ... 219.59 90.64 UPS B UPS 1.9 36 216.38 –1.12 1.02
22.82 22.98 4.47 Welbilt WBT ... cc 21.11 –1.27 ...
17.98 4.11 Sasol SSL ... dd 16.97 –0.41 ... 4.31 SteelPartners SPLP ... 21 21.67 +1.87 ... 59.58 17.99 Teradata TDC ... cc 41.30 +0.76 ... 354.60 113.33 UnitedRentals URI ... 27 341.79 –5.54 ... 47.35 20.76 WellsFargo WFC .9 33 46.96 +0.42 .10
44.94 23.49 SaulCenters BFS 4.9 39 43.06 –0.83 .53 16.85 9.46 Steelcase SCS 2.8 66 14.42 +0.05 .10 55.60 12.88 Terex TEX .9 52 54.59 –0.07 .12 62.27 30.12 US Bancorp USB 2.7 16 61.91 +0.54 .42 77.54 39.43 Welltower WELL 3.3 dd 73.22 –1.48 .61
32.98 13.70 Schlumberger SLB 1.5 dd 32.81 +0.92 .125 18.43 7.26 Stellantis STLA .0 dd 18.15 –0.14 .3813 55.00 25.92 Terminix TMX ... 93 48.62 –1.36 ... 29.97 6.58 US Steel X .2 dd 25.50 –2.35 .01 111.95 24.49 WescoIntl WCC ... 76 110.32 +0.83 ...
28.13 20.20 SchneiderNatl SNDR 1.1 21 25.73 –0.56 .07 51.49 9.60 Stem STEM ... ... 18.04 –2.00 ... 64.87 45.05 TerrenoRealty TRNO 1.8 52 63.02 –1.14 .29 425.98 273.71 UnitedHealth UNH 1.2 23 409.80 –7.85 1.25 91.53 24.86 WestFraserTimber WFG .8 5 78.71 –7.77 .1554
73.37 31.63 SchwabC SCHW 1.0 32 73.25 +1.50 .18 32.98 0.96 StemWt STEM.WT ... ... 6.86 –1.58 ... 3.71 0.33 TetraTech TTI ... dd 3.18 –0.27 ... 174.94 65.11 UnitySoftware U ... dd 87.48 –1.94 ... 339.65 195.22 WestPharmSvcs WST .2 60 333.07 –0.61 .17
50.79 26.39 SchweitzerMaud SWM 3.7 18 47.09 –0.80 .44 139.30 86.61 Stepan SCL .9 23 137.25 –0.37 .305 13.30 8.44 TevaPharm TEVA ... dd 10.57 +0.17 ... 26.29 12.02 Univar UNVR ... 71 26.15 +1.89 ...
39 109.84 28.28 WestAllianceBcp WAL 1.0 17 104.47 –2.23 .25
103.95 68.76 ScienceApplicat SAIC 1.7 25 88.21 –2.09 .37 216.74 146.12 Steris STE .8 197.78 –13.72 .40 1773.95 427.69 TexasPacLand TPL .7 78 1688.17 –65.08 2.75 59.97 38.82 Universal UVV 5.1 23 59.86 +1.10 .77 4.10 1.89 WesternAssetMort WMC 7.6 3 3.15 –0.07 .06
21.13 8.28 ScorpioTankers STNG 2.0 dd 20.32 +0.69 .10 26.74 9.62 SterlingBancorp STL 1.1 17 26.43 +0.26 .07 31.73 7.25 Textainer TGH ... 20 28.49 +1.44 ... 104.56 52.25 UniversalHealth UHT 4.1 45 67.35 +1.25 .695
62.44 22.24 6.99 WesternMidstrm WES 5.8 10 21.85 +0.81 .315
254.34 126.75 ScottsMiracleGro SMG 1.1 24 229.99 –14.12 .62 27.91 StewartInfo STC 2.2 8 60.81 –0.79 .33 69.16 23.32 Textron TXT .1 36 67.99 –0.09 .02 160.23 86.67 UniversalHealthB UHS .5 14 159.76 +4.57 .20 26.61 18.05 WesternUnion WU 3.8 14 24.86 –0.25 .235
14.94 2.97 ScullyRoyalty SRL ... cc 14.58 +2.29 ... 72.20 27.12 StifelFinancial SF .9 14 70.17 –0.18 .15 532.57 324.35 ThermoFisherSci TMO .2 23 459.07 –9.38 .26 20.85 10.84 UnivInsurance UVE 4.4 18 14.50 –0.16 .16
43.02 23.23 STMicroelec STM .4 26 35.66 –1.67 .042 105.54 37.56 WestlakeChem WLK 1.0 32 104.10 +0.51 .27
27.11 9.76 SculptorCapMgmt SCU 4.7 10 25.76 –0.51 .30 22.61 9.98 Thermon THR ... dd 19.46 –0.40 ... 8.31 4.47 UnvlTechInst UTI ... dd 6.19 +0.42 ... 27.57 17.50 WestlakeChemPtrs WLKP 7.1 15 26.40 –0.70 .4714
285.00 60.00 Sea SE ... dd 216.69 –23.59 ... 5.37 0.54 StoneMor STON ... dd 2.17 –0.50 ... 13.19 9.95 ThomaBravoAdv TBA ... ... 10.24 –0.04 ... 30.82 13.29 UnumGroup UNM 3.7 8 30.74 +0.85 .285 20.80 9.62 WestpacBanking WBK 3.3 23 19.97 –0.51 .2353
22.86 14.08 SeabridgeGold SA ... dd 18.06 –0.09 ... 38.20 16.37 Stoneridge SRI ... dd 32.11 –1.97 ... 99.14 65.18 ThomsonReuters TRI 1.7 8 94.77 –2.43 .405 19.50 7.90 UrbanEdgeProp UE 3.2 34 18.93 –0.36 .15 61.12 24.12 WestRock WRK 1.6 dd 60.57 +0.83 .24
57.94 28.55 SealedAir SEE 1.1 19 56.49 –0.57 .16 52.84 20.39 Stride LRN ... 17 27.57 –0.81 ... 152.20 65.62 ThorIndustries THO 1.2 19 131.80 –14.10 .41 15.50 8.18 UrstadtBiddle UBP 3.4 73 14.90 –0.23 .125 21.13 9.42 Westwood WHG 2.0 dd 20.50 +0.69 .10
57.57 12.48 SeaWorldEnt SEAS ... dd 52.97 –0.72 ... 268.04 171.75 Stryker SYK 1.0 68 252.95 –1.83 .63 56.50 4.60 3D Systems DDD ... dd 22.33 +3.12 ... 19.04 8.22 UrstadtProp A UBA 3.0 91 18.54 –0.27 .14 41.68 16.82 Weyerhaeuser WY 1.8 22 38.31 –1.69 .17
dd 27.00 11.40 StudioCity MSC ... dd 11.66 –0.62 ... 208.95 21 1.48 102.96 68.30 UsanaHealth USNA ... 16 99.99 +2.64 ...
7.58 2.80 SelectEnergySvcs WTTR ... 6.40 –0.47 ...
90.74 57.52 SturmRuger RGR 3.4 12 75.31 +4.94 .86
134.20 3M MMM 2.9 204.38 +1.31 57.89 34.85 WheatonPrecMet WPM 1.2 35 45.20 +1.46 .14
39.76 13.51 SelectMedical SEM 1.3 16 37.39 +0.27 .125 15.92 4.10 Tidewater TDW ... dd 14.07 +0.07 ... 30.09 10.65 UtzBrands UTZ .9 dd 23.52 –5.49 .05 257.68 104.73 Whirlpool WHR 2.3 12 246.72 –6.23 1.40
33.00 15.76 SelectQuote SLQT ... 24 21.52 –7.94 ... 18.18 12.50 SuburbanPropane SPH 8.1 9 14.87 +0.16 .30 2.62 0.41 TidewaterWtA TDW.WTA ... ... 1.54 –0.04 ... 5
1267.52 752.10 WhiteMtnIns WTM .1 1187.31 –49.84 1.00
140.46
21.02
112.16
10.62
SempraEnergy
Semrush
SRE
SEMR
3.2
...
11
dd
138.11
18.22
+0.29
–0.55
1.10
...
7.95
11.32
5.05
4.51
SumitomoMits
SummitHotelProp
SMFG
INN
4.2
...
10
dd
7.30
10.02
–0.02
...
.1685
...
2.00
11.36
0.17
9.71
TidewaterWtB
TigaAcqnA
TDW.WTB
TINV
...
...
...
...
1.35
9.98
+0.07
–0.07
...
... V 10.43
42.75
4.71
13.44
WhitestoneREIT
WhitingPetrol
WSR
WLL
4.8
...
66
40
8.92
38.35
–0.52
–3.48
.0358
...
17.04 11.45 SendasDistrib ASAI .0 28 16.24 –0.62 .0559 34.47 11.56 SummitMaterials SUM ... 24 34.29 +3.34 ... 12.88 9.80 TigaAcquisitionUn TINV.UT ... ... 10.50 –0.15 ... 18.20 4.72 WideOpenWest WOW ... 56 15.84 –0.06 ...
64.80 32.68 SensataTechs ST ... 44 58.00 –0.84 ... 33.75 8.85 SummitMidstream SMLP ... 0 23.54 –2.21 ... 2.80 0.95 TigaAcqnWt TINV.WT ... ... 1.08 ... ... 49.77 22.10 VEREIT VER 4.1 51 45.07 –1.94 .462
cc 90.79 51.47 VF VFC 2.3 dd 85.44 –4.44 .49 62.64 30.00 Wiley A JW.A 2.2 dd 61.72 –0.62 .3425
86.01 43.31 SensientTech SXT 1.8 30 85.66 +0.82 .39 168.24 119.89 SunComms SUI 2.0 163.31 –2.32 .83 13.18 4.00 Tilly's TLYS ... dd 12.28 –0.33 ... 62.09 30.79 Wiley B JW.B 2.3 dd 60.27 –0.85 .3425
9.57 3.87 SequansComms SQNS ... ... 5.00 –0.52 ... 55.07 31.60 SunLifeFinancial SLF 3.3 14 54.24 –0.28 .4487 16.31 9.92 Tim TIMB 2.7 17 11.56 –0.24 .24 19.80 9.85 VG Acqn VGAC.UT ... ... 10.35 –0.14 ...
25.94 17.48 Williams WMB 6.3 27 25.88 +0.58 .41
24.06 6.30 SeritageGrowth SRG ... dd 15.98 –0.71 ... 8.06 2.45 SunCokeEnergy SXC 3.3 40 7.29 –0.37 .06 92.39 36.55 Timken TKR 1.3 22 89.15 –2.18 .30 18.16 9.65 VG Acqn A VGAC ... ... 9.94 –0.02 ...
194.69 64.55 Williams-Sonoma WSM 1.4 20 171.77 –14.93 .59
56.86 34.69 ServiceCorp SCI 1.5 15 54.87 –0.99 .21 24.13 10.67 SuncorEnergy SU 3.0 cc 23.23 –0.40 .1624 15.50 2.69 TimkenSteel TMST ... dd 14.34 +1.30 ... 5.72 0.95 VG Acqn Wt VGAC.WT ... ... 1.30 –0.13 ...
87.53 44.33 Winnebago WGO .6 17 76.39 –8.15 .12
2.95 0.85 SunlandsTech STG ... dd 1.09 +0.01 ... 11.82 15.57 7.04 ViaOptronics VIAO ... dd 13.03 –1.06 ...
598.37 352.07 ServiceNow NOW ... cc 460.33 –23.18 ...
57.70 12.84 SunnovaEnergy NOVA ... dd 28.75 –3.07 ...
1.09 TItanIntl TWI ... dd 10.27 –1.02 ...
32.29 14.63 VICI Prop VICI 4.3 14 30.87 –0.53 .33 7.69 2.82 Wipro WIT .2 29 7.39 –0.17 .0122
138.38 47.12 ShakeShack SHAK ... dd 83.25 –6.23 ... 68.88 23.93 Toll Bros TOL 1.1 17 62.97 –4.68 .17 44.74 16.59 WolverineWwide WWW 1.0 dd 38.60 –5.52 .10
30.00 .0788 36.86 22.52 Sunoco SUN 9.4 7 35.13 –0.96 .8255 28.80 17.25 Vizio VZIO ... 42 21.95 –4.51 ...
15.55 ShawComm B SJR 3.0 28 29.77 +0.20
dd
57.26 28.15 TootsieRoll TR 1.1 38 32.23 +0.42 .0874
3.95 1.26 VOC Energy VOC 6.1 17 3.85 +0.19 .12 30.64 18.12 WooriFin WF 2.6 7 30.50 +0.61 .9565
16.50 8.17 ShellMidstream SHLX 12.0 13 15.32 +0.52 .46 13.74 7.00 SunstoneHotelInv SHO ... 12.69 –0.05 ... 235.50 85.76 TopBuild BLD ... 27 208.66 –15.27 ... 114.68 39.93 Workiva WK ... dd 90.55 +0.22 ...
293.05 178.66 SherwinWilliams SHW .8 37 286.09 –1.14 .55 7.39 1.10 SuperiorIndsIntl SUP ... dd 6.53 –0.05 ... 118.13 60.76 Toro TTC .9 33 113.07 –3.44 .2625 10.19 9.85 VPCImpactIII VPCC.UT ... ... 9.99 –0.01 ... 37.68 18.36 WorldFuelSvcs INT 1.4 25 33.80 +0.67 .12
104.11 30.00 Shift4Paymts FOUR ... dd 82.79 –4.57 ... 10.15 9.71 SupernovaPtrsIII STRE.UT ... ... 9.96 –0.04 ... 72.65 38.72 TorontoDomBk TD 3.5 15 72.41 +1.47 .5968 10.00 9.72 VPC Impact III A VPCC ... ... 9.75 –0.01 ... 61.32 35.44 WW Ent WWE .9 30 53.69 –1.18 .12
38.54 22.75 ShinhanFin SHG 3.0 7 36.97 –0.43 1.6738 ... ... Supernova III A STRE ... ... 9.75 ... ... 18.33 9.46 Tortoise II A SNPR ... ... 9.94 –0.11 ... 1.19 0.67 VPC Impact III Wt VPCC.WT ... ... .78 +0.05 ... 75.45 23.83 WorthingtonInds WOR 1.6 6 68.10 –3.06 .28
1499.75 685.00 Shopify SHOP ... 85 1085.01 –23.59 ... 1.20 1.15 Supernova III Wt STRE.WT ... ... 1.15 ... ... 19.70 10.15 TortoiseAcqnII SNPR.UT ... ... 10.34 –0.18 ... 3.48 0.81 VaalcoEnergy EGY ... 11 2.66 –0.05 ... 76.05 39.70 WyndhamHtls WH .8 dd 75.50 +0.94 .16
104.57 33.45 Shutterstock SSTK 1.0 33 87.66 +2.75 .21 10.70 9.81 SupernovaPtrsII SNII.UT ... ... 10.01 –0.07 ... 6.16 1.25 Tortoise II Wt SNPR.WT ... ... 1.65 –0.19 ... 338.50 161.72 VailResorts MTN ... dd 323.64 +10.84 ...
9.99 9.80 SupernovaPtrsII A SNII ... ... 9.80 –0.10 ... 26.25 20.25 Valaris VAL ... ... 21.49 –0.56 ...
20.68
68.36
7.16
8.27
Sibanye-Stillwater
SignetJewelers
SBSW
SIG
4.2
... dd
7 18.47
63.46
–0.90
–1.55
.1188
... 1.45 0.76 SupernovaII Wt SNII.WT ... ... .80 –0.03 ...
50.41
12.99
28.65
4.17
Total
TownsquareMedia
TOT
TSQ
...
...
dd
dd
48.73
12.86
+0.83
+2.51
...
... 3.37 1.50 ValarisWt VAL.WT ... ... 1.57 –0.75 ... XYZ
40.79 22.13 SignifyHealth SGFY ... dd 25.79 –1.04 ... 13.75 10.05 SupernovaPtrs SPNV.UT ... ... 10.25 –0.35 ... 163.37 116.11 ToyotaMotor TM 2.4 10 155.85 +2.20 2.0602 23.02 8.23 Vale VALE ... 10 21.03 –1.05 ...
16.99 3.06 SilverBowRscs SBOW ... dd 14.53 +3.38 ... 13.00 9.80 SupernovaPtrsA SPNV ... ... 9.90 –0.01 ... 187.98 76.43 TraneTech TT 1.3 40 184.20 +0.52 .59 84.39 35.44 ValeroEnergy VLO 4.8 dd 81.21 +0.72 .98 5.90 1.42 XFinancial XYF ... dd 4.01 –0.27 ...
187.86 12.05 SilvergateCapital SI ... 56 93.29 +0.03 ... 4.04 1.27 SupernovaPtrsWt SPNV.WT ... ... 1.50 –0.17 ... 10.05 5.30 Transalta TAC 1.6 dd 9.36 –0.37 .0353 34.60 9.02 Valhi VHI 1.2 16 26.08 –4.12 .08 35.00 5.41 XL Fleet XL ... dd 5.95 –0.23 ...
22.99 19.75 Similarweb SMWB ... dd 21.34 –0.66 ... 12.72 9.70 SustOppsAcqnA SOAC ... dd 9.92 +0.01 ... 40.42 16.85 TrancntlRlty TCI ... 29 22.11 +0.90 ... 265.09 100.92 ValmontInds VMI .8 36 254.06 –7.96 .50 149.89 62.50 XPO Logistics XPO ... cc 146.05 –0.95 ...
11.66 9.95 SimonPropAcqn SPGS.UT ... ... 10.00 –0.10 ... 14.18 9.85 SustOppsAcqnUn SOAC.UT ... ... 11.39 +0.79 ... 633.04 318.10 TransDigm TDG ... cc 597.41 –10.58 ... 32.63 15.93 Valvoline VVV 1.6 17 31.71 –0.45 .125 21.40 6.93 XeniaHotels XHR ... dd 19.43 +0.15 ...
10.32 9.74 SimonPropA SPGS ... ... 9.79 –0.07 ... 3.65 0.67 SustOppsAcqnWt SOAC.WT ... ... 1.35 –0.02 ... 4.81 0.65 Transocean RIG ... dd 4.02 +0.02 ... 54.42 16.64 Vapotherm VAPO ... dd 18.01 –1.20 ... 26.96 14.51 Xerox XRX 4.1 23 24.21 –0.26 .25
1.75 0.91 SimonPropWt SPGS.WT ... ... 1.00 –0.05 ... 14.45 6.59 Suzano SUZ ... dd 12.43 –0.51 ... 6.77 3.91 TransportadGas TGS ... 5 4.69 +0.17 ... 15.30 8.31 VectorGroup VGR 5.8 17 13.84 –0.08 .20 4.12 1.68 XinyuanRealEst XIN 6.9 dd 2.39 –0.09 .025
128.25 49.38 SimonProperty SPG 4.3 34 122.18 –2.76 1.30 19.99 13.38 Switch SWCH 1.1 78 18.58 +0.45 .05 110.42 72.93 TransUnion TRU .4 52 108.05 +1.84 .095 60.32 36.83 Vectrus VEC ... 15 52.39 –0.01 ... 74.49 10.00 XPeng XPEV ... dd 25.70 –0.99 ...
119.77 67.67 SimpsonMfg SSD .9 25 114.55 –3.91 .25 13.47 10.03 SwitchbackII SWBK.UT ... ... 10.16 –0.06 ... 68.26 21.88 Travel+Leisure TNL 1.8 dd 66.13 +0.50 .30 16.32 4.61 Vedanta VEDL 4.1 dd 15.07 –0.66 .4946 121.00 57.81 Xylem XYL .9 71 118.40 –0.94 .28
11.50 6.74 SiriusPoint SPNT ... 2 10.59 –0.08 ... 11.32 9.70 SwitchbackII A SWBK ... ... 9.89 –0.04 ... 162.71 87.73 Travelers TRV 2.2 14 160.51 –0.30 .88 325.54 183.24 VeevaSystems VEEV ... cc 251.70 –8.26 ... 90.65 25.38 Yeti YETI ... 50 88.55 –1.23 ...
206.26 85.31 SiteOneLandscape SITE ... 53 176.08 –26.90 ... 5.00 1.07 SwitchbackII Wt SWBK.WT ... ... 1.21 –0.50 ... 12.87 10.10 TrebiaAcqn TREB.UT ... ... 10.20 –0.20 ... 12.75 2.46 VelocityFinl VEL ... dd 11.00 –1.50 ... 7.30 2.98 YPF YPF ... dd 4.47 +0.48 ...
51.75 16.06 SixFlags SIX ... dd 43.53 –1.00 ... 47.22 16.45 SynchronyFin SYF 1.9 13 46.80 +0.90 .22 11.99 9.72 TrebiaAcquisition TREB ... ... 9.83 –0.13 ... 5.49 1.22 VenatorMaterials VNTR ... dd 4.55 +0.01 ... 41.35 6.26 Yalla YALA ... cc 20.13 –0.36 ...
53.14 24.09 SkechersUSA SKX ... 51 48.50 –1.09 ... 126.55 43.48 Synnex SNX .0 13 120.97 –2.53 .20 2.98 0.95 TrebiaAcqnWt TREB.WT ... ... 1.20 –0.15 ... 58.10 26.87 Ventas VTR 3.3 dd 54.64 –0.13 .45 7.02 3.99 YamanaGold AUY 2.1 23 5.12 +0.04 .0262
46.30 10.00 Skillz SKLZ ... dd 15.41 –0.30 ... 50.51 15.73 SynovusFin SNV 2.7 15 48.73 –0.64 .33 8.35 4.67 TrecoraResources TREC ... 13 8.07 +0.17 ... 30.71 8.70 Veoneer VNE ... dd 22.53 –0.82 ... 25.47 8.56 YatsenHolding YSG ... dd 9.44 –0.01 ...
33.37 1.46 SkillzWt SKLZ.WT ... ... 6.04 –0.42 ... 86.73 46.26 Sysco SYY 2.1 dd 84.00 –2.26 .45 23.71 13.20 Tredegar TG 3.1 dd 15.70 +0.60 .12 53.52 8.70 Veritiv VRTV ... 15 48.41 +0.04 ... 43.86 18.67 Yelp YELP ... dd 38.50 –0.96 ...
47.92 19.21 SkylineChamp SKY ... 42 42.10 –2.59 ... 45.97 17.74 Systemax SYX 1.9 17 32.89 –1.89 .16 55.50 35.15 TreeHouseFoods THS ... 62 50.89 +2.24 ... 61.95 52.85 Verizon VZ 4.3 13 58.69 –0.03 .6275 20.90 12.01 Yext YEXT ... dd 12.88 –0.32 ...
44.57 24.09 SlackTech WORK ... dd 41.31 +0.08 ... 4.83 0.64 TrepontAcqnI Wt TACA.WT ... ... .70 –0.09 ... 8.92 2.13 VermilionEnergy VET ... 5 7.73 –0.21 ... 6.80 2.70 YirenDigital YRD ... dd 3.66 –0.01 ...
85.43 40.21 Smartsheet SMAR ... dd 54.59 –1.36 ... T 11.49 10.10 TrepontAcqnI TACA.UT ... ... 10.16 –0.05 ... 17.59 7.36 Verso VRS 2.3 dd 17.09 +1.38 .10 47.70
12.97
19.02
9.86
Youdao
YucaipaAcqn
DAO
YAC.UT
...
...
dd
...
21.38
10.08
–1.48
–0.09
...
...
73.05 40.00 SmithAO AOS 1.4 30 71.77 +0.64 .26 10.75 9.79 TrepontAcqnI A TACA ... ... 9.88 –0.07 ... 23.48 11.28 Vertiv VRT .0 96 23.31 +0.30 .01
111.04 46.44 13.86 Viad VVI ... dd 42.45 –1.52 ... 11.40 9.55 YucaipaAcqnA YAC ... ... 9.81 –0.06 ...
46.10 34.29 Smith&Nephew SNN 1.7 42 42.98 –1.01 .462 90.96 44.55 TAL Education TAL ... dd 48.74 –7.33 ... 54.10 Trex TREX ... 67 104.69 –4.13 ...
2.77 0.76 YucaipaAcqnWt YAC.WT ... ... .95 –0.07 ...
139.57 101.89 Smucker SJM 2.7 16 135.33 –1.27 .90 51.92 38.80 TC Energy TRP 5.7 29 50.52 –0.43 .7137 26.35 10.68 TriPointe TPH ... 10 24.77 –1.03 ... 12.45 3.88 VinceHolding VNCE ... dd 11.25 –0.75 ...
73.59 16.51 Snap SNAP ... dd 52.99 –1.71 ... 87.60 42.68 TriNet TNET ... 19 80.24 –1.49 ... 14.53 10.85 VineEnergy VEI ... ... 13.06 –0.18 ... 122.73 82.10 YumBrands YUM 1.7 32 119.27 –1.96 .50
10.23 9.80 TCW Spac TSPQ.UT ... ... 10.00 +0.02 ... 64.64 43.50 YumChina YUMC .8 27 63.12 +1.01 .12
259.99 121.14 SnapOn SNA 1.9 21 255.19 +3.63 1.23 10.00 9.65 TCW Spac A TSPQ ... ... 9.70 –0.04 ... 33.77 17.56 TrinityIndustries TRN 2.9 dd 29.14 –0.78 .21 46.00 14.36 Vipshop VIPS ... 20 25.24 –3.01 ...
184.71 62.80 14.21 VirginGalactic SPCE ... dd 16.18 –3.43 ... 42.99 11.34 ZimIntShipping ZIM ... 9 38.65 –0.93 ...
429.00 Snowflake SNOW ... dd 209.99 +3.95 ... 1.00 0.60 TCW Spac Wt TSPQ.WT ... ... .74 +0.03 ... 76.49 16.72 Trinseo TSE .5 23 67.75 –0.38 .08
38.99 26.44 ZTO Express ZTO .0 40 30.83 –1.13 .24
10.34 1.85 SocialCapHedV Wt IPOE.WT ... ... 4.50 –0.60 ... 138.99 68.82 TE Connectivity TEL 1.5 42 134.20 –3.80 .50 28.84 15.85 Triple-S Mgmt GTS ... 5 24.91 +0.08 ... 10.62 9.83 VirginGroupII VGII.UT ... ... 10.03 +0.01 ...
19.47 10.42 SocialCapHedIV IPOD.UT ... ... 10.64 –0.25 ... 16.19 7.98 TriplePtVent TPVG 9.9 9 14.56 –0.39 .36 10.00 9.85 VirginGrpII A VGII ... ... 10.00 ... ... 166.60 72.65 Zendesk ZEN ... dd 135.04 –0.63 ...
21.52 10.07 Tegna TGNA 1.9 8 19.54 –0.41 .095 20.25 7.85 ZeppHealth ZEPP ... 17 8.96 –0.61 ...
6.68 1.45 SocialCapHedosIVWt IPOD.WT ... ... 1.57 –0.37 ... 22.00 15.79 Telus TU 4.5 31 21.77 +0.11 .2594 61.88 27.21 TritonIntl TRTN 4.3 10 52.93 +0.01 .57 1.23 1.10 VirginGrpII Wt VGII.WT ... ... 1.10 ... ...
3.92 11.00 6.81 Zhihu ZH ... ... 7.99 –0.16 ...
18.31 10.06 SocialCapHedIV A IPOD ... ... 10.27 –0.03 ... 33.60 26.92 TelusIntl TIXT ... ... 29.24 –2.19 ... 19.39 4.67 TriumphGroup TGI ... dd 15.84 –0.47 ... 8.24 VirnetX VHC .0 dd 4.26 –0.14 1.00
180.36 110.53 ZimmerBiomet ZBH .6 62 167.27 –5.22 .24
30.92 10.18 SocialCapHedV IPOE.UT ... ... 16.30 –1.68 ... 41.98 12.91 Ternium TX .0 6 40.41 +0.77 2.10 23.86 5.68 Tronox TROX 1.4 4 23.28 –0.29 .08 237.50 178.87 Visa V .6 48 226.94 –5.18 .32
9.00 9.00 ZipRecruiter ZIP ... ... 9.00 –3.25 ...
28.26 10.10 SocialCapHedV A IPOE ... ... 14.94 –1.57 ... 90.16 25.64 TFI Intl TFII 1.0 29 89.42 +0.81 .23 29.90 12.30 TrueBlue TBI ... 61 27.29 –0.93 ... 26.50 14.04 Vishay VSH 1.6 21 23.63 –0.96 .095
176.64 125.31 Zoetis ZTS .6 46 172.29 +0.74 .25
19.35 10.05 SocialCapHedVI IPOF.UT ... ... 10.47 –0.07 ... 74.65 43.53 TJX TJX 1.4 cc 72.43 –1.35 .26 62.10 31.19 TruistFinl TFC 2.9 18 61.64 +0.07 .45 37.08 19.75 VishayPrecision VPG ... 38 34.60 +1.78 ...
17.95 9.15 Zuora ZUO ... dd 14.80 –0.85 ...
17.81 9.88 SocialCapHedVI A IPOF ... ... 10.09 –0.02 ... 10.50 9.79 TLG Acqn One TLGA.UT ... ... 9.96 –0.02 ... 15.90 7.06 TsakosEnergy TNP 2.7 dd 9.27 –0.13 .125 3.96 1.86 VistaOil&Gas VIST ... dd 2.79 +0.05 ...
59.03 24.82 Zymeworks ZYME ... dd 28.59 –1.71 ...
6.97 1.50 SocialCapHedVI Wt IPOF.WT ... ... 1.64 –0.15 ... 9.85 9.50 TLGAcqnOneA TLGA ... ... 9.80 +0.07 ... 20.11 6.34 TufinSoftware TUFN ... dd 8.19 –0.61 ... 38.36 7.25 VistaOutdoor VSTO ... 8 37.45 +2.98 ...
1.25 0.86 SocialLvgI Wt SLAC.WT ... ... .92 +0.01 ... 1.00 0.51 TLGAcqnOneWt TLGA.WT ... ... .59 –0.04 ... 38.59 2.52 Tupperware TUP ... 9 28.23 +1.46 ... 24.20 15.47 Vistra VST 3.7 dd 16.38 +0.33 .15
11.20 9.85 SocialLvgI SLAC.UT ... ... 9.97 –0.02 ... 37.36 10.00 TPGPaceBenFin TPGY.UT ... ... 14.38 –2.64 ... 6.36 4.36 TurkcellIletism TKC 3.5 7 4.56 –0.07 .1175 0.96 0.22 VistraWt VST.WTA ... ... .32 +0.06 ... NYSE ARCA
10.28 9.70 SocialLvgI A SLAC ... ... 9.74 –0.04 ... 34.28 9.76 TPGPaceBenA TPGY ... ... 14.14 –1.32 ... 61.08 21.16 TurningPoint TPB .5 22 45.79 –1.31 .055 25.10 9.95 VivintSmartHome VVNT ... dd 14.01 +3.41 ...
60.30 21.71 SOQUIMICH SQM .2 85 52.31 –2.71 .0154 12.00 1.55 TPGPaceBenWt TPGY.WT ... ... 4.15 –0.86 ... 21.89 4.85 TurquoiseHill TRQ ... 5 16.53 –4.65 ... 172.00 126.79 VMware VMW ... 34 164.30 +0.89 ... 13.57 5.19 EmpireStateReal250 FISK .0 ... 11.37 –0.16 .105
8.94 2.95 Sogou SOGO ... dd 8.24 –0.22 ... 10.83 10.02 TPGPaceBenII YTPG ... ... 10.15 +0.03 ... 20.24 6.51 TutorPerini TPC ... 8 15.90 –0.78 ... 55.60 17.95 VoceraComm VCRA ... dd 33.34 –2.66 ... 11.90 5.25 EmpireStateReal60 OGCP .0 ... 11.24 –0.47 .105
15.08 5.35 SolarisOilfield SOI 4.1 dd 10.33 –0.43 .105 10.20 10.00 TPG Pace Solns TPGS ... ... 10.04 –0.06 ... 27.65 15.70 Tuya TUYA ... ... 17.45 +0.04 ... 39.00 26.36 Vontier VNT ... ... 33.99 –0.78 ... 12.08 5.19 EmpireStateRealES ESBA .0 ... 11.52 –0.05 .105
24.34 13.98 SolarWinds SWI ... 34 16.27 –0.55 ... 13.00 10.00 TPGPaceTechOpps PACE.UT ... ... 10.30 –0.30 ... 457.30 177.13 Twilio TWLO ... dd 299.40 –7.75 ... 49.50 29.79 VornadoRealty VNO 4.7 dd 45.35 –0.66 .53 45.70 21.68 US Oil Fund USO ... ... 44.71 +0.28 ...
56.07 19.37 SonicAutomotive SAH .9 11 50.76 –0.82 .12 12.50 9.56 TPGPaceTechA PACE ... ... 10.19 –0.06 ... 10.21 9.85 TwinRidgeCap TRCA.UT ... ... 9.99 –0.10 ... 70.68 39.63 VoyaFinancial VOYA 1.0 9 68.68 –1.32 .165 17.80 8.20 USBrentOilFd BNO ... ... 17.47 +0.12 ...
69.83 44.09 SonocoProducts SON 2.6 35 68.90 +0.53 .45 4.60 1.23 TPGPaceTechWt PACE.WT ... ... 1.48 –0.07 ... 10.20 9.65 TwinRidgeCapA TRCA ... ... 9.70 –0.10 ... 194.17 95.47 VulcanMatls VMC .8 37 191.18 –0.53 .37 34.95 15.12 USGasolineFd UGA ... ... 33.98 –0.12 ...
118.50 62.02 Sony SONY .4 11 94.15 –2.89 .248 13.18 5.82 TPG RE Fin TRTX 6.3 10 12.80 –0.33 .20 1.60 0.56 TwinRidgeCapWt TRCA.WT ... ... .69 ... ... 13.72 10.10 VyGlblGrowth VYGG.UT ... ... 10.33 –0.10 ... 14.58 8.22 US NatGas UNG ... ... 10.64 +0.05 ...
29.62 18.24 SoJerseyInd SJI 4.7 14 25.75 –0.02 .3025 12.85 9.90 TailwindAcqn TWND.UT ... ... 10.29 –0.11 ... 80.75 28.11 Twitter TWTR ... dd 51.73 –2.06 ... 12.74 9.63 VyGlblGrowthA VYGG ... ... 9.90 –0.10 ... 9.25 7.24 US12mthNtlGas UNL ... ... 8.54 +0.04 ...
56.32 48.00 SouthJerseyUn SJIV 8.2 ... 55.71 –0.09 1.0938 11.65 9.55 TailwindAcqnA TWND ... ... 9.86 –0.04 ... 10.03 9.75 twoA TWOA ... ... 9.87 –0.08 ... 5.05 1.08 VyGlblGrowthWt VYGG.WT ... ... 2.10 ... ... 23.68 11.62 US12moOilFd USL ... ... 23.17 +0.18 ...
M18 BARRON’S May 17, 2021

Nasdaq Issues
Nasdaq Issues includes stocks traded on the Nasdaq Global Select and Nasdaq Global Market tiers. They are eligible for inclusion on the - Earnings - - Earnings -
basis of SEC-approved market value of publicly-held shares, trading volume, price and number of market-makers. 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
- Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 50.21 20.40 AxcelisTechs ACLS ... 24 38.30 –2.72 1.46 2.00 2.54 ... 49.56 37.51 CSG Systems CSGS 2.2 26 45.66 +0.17 1.82 3.24 3.26 .25
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt 6.84 3.12 AxcellaHealth AXLA ... dd 3.36 –0.31 –1.78 –1.80 –2.31 ... 2.35 0.37 CSI Compressco CCLP 2.7 dd 1.47 –0.11 –1.54 –1.20 –.99 .01
212.37 71.21 AxonEnterprise AXON ... dd 132.76 –1.98 –.03 ... ... ... 14.33 6.95 CSP CSPI ... cc 10.35 +1.70 –.36 ... ... ...
.36 64.36 32.15 Axonics AXNX ... dd 54.03 –2.89 –1.48 ... ... ... 143.78 62.16 CSW Industrials CSWI .5 43 128.93 –5.27 3.02 2.43 4.99 .15
A 82.38
325.12
54.68
165.42
Amdocs
Amedisys
DOX
AMED
1.8
...
15
42
77.90
256.97
+1.08
–3.16
3.71
5.52
4.76
...
5.17
... ... 90.00 50.05 AxsomeTherap AXSM ... dd 58.42 +1.46 –2.77 –3.77 –2.16 ... 104.87 61.62 CSX CSX 1.1 29 101.71 –1.42 3.60 4.38 4.96 .28
23.52 9.01 AmerantBancorpA AMTB ... 89 23.01 +2.01 ... 1.46 1.57 ... 28.68 8.62 AyalaPharm AYLA ... dd 10.00 ... –3.06 –2.71 –2.84 ... 25.00 15.57 CVB Fin CVBF 3.2 15 22.43 +0.66 1.30 1.51 1.42 .18
81.25 46.11 AAON AAON .6 50 68.64 +2.35 1.49 1.32 1.54 .19 17.00 6.84 AmerantBancorpB AMTBB ... 65 16.95 +0.38 ... ... ... ... 18.20 9.31 AziyoBiologics AZYO ... dd 11.50 –0.08 ... –1.96 –1.27 ... 16.38 6.72 CabalettaBio CABA ... dd 9.25 –0.32 –1.44 –2.09 –2.63 ...
58.72 19.20 AcadiaPharm ACAD ... dd 21.77 +0.70 –1.79 ... ... ... 657.86 280.01 Amerco UHAL .0 18 617.14 –3.27 22.55 32.46 ... 2.00 149.08 79.05 CadenceDesign CDNS ... 53 124.28 –4.77 2.11 3.04 3.34 ...
43.23
13.00
23.52
4.42
ACI Worldwide
AC Immune
ACIW
ACIU
...
...
50
dd
39.84
6.21
+1.51
+0.06
.62
–.92
1.11
...
1.28
...
...
...
6.20
26.09
3.52
8.76
AmerFirstMultifam
AmerAirlines
ATAX
AAL
5.9
...
49
dd
6.13
22.40
+0.10
+0.40
.07
–18.36
.49
–8.75
...
.01
.09
...
B 106.85
19.80
21.61
9.23
CaesarsEnt
Caesarstone
CZR
CSTE
...
5.2
dd
30
98.61
16.02
–7.14
–1.01
–13.50
.21
...
.70
...
1.05
...
.21
144.81 50.96 ACM Research ACMR ... 63 64.84 –11.23 ... ... ... ... 94.21 74.80 AEP AEP 3.4 19 86.76 –0.43 4.42 4.66 4.97 .74 46.66 35.97 Cal-MaineFoods CALM .4 27 37.29 –0.27 ... .60 1.03 .034
15.47 2.42 BBQ Holdings BBQ ... 21 11.30 –0.79 .54 .28 .53 ...
37.77 25.62 ACV Auctions ACVA ... dd 28.45 –4.63 ... –.73 –.55 ... 54.80 45.25 AmerElecPwrUn AEPPL 6.1 ... 50.06 –0.12 ... ... ... .7656 16.15 7.73 BCB Bancorp BCBP 4.0 10 13.94 +0.17 1.14 1.60 1.55 .14
14.45 5.44 CalAmp CAMP ... dd 12.70 +0.13 –1.64 .47 ... ...
4.20 1.45 ADMA Biologics ADMA ... dd 1.72 –0.02 –.88 ... ... ... 55.75 44.71 AmerElecPwrUn AEPPZ 6.1 ... 50.32 –1.02 ... ... ... .7656 85.40 54.72 CalavoGrowers CVGW 1.5 dd 75.06 –3.94 –.78 2.08 2.92 1.15
12.03 2.01 BELLUS Health BLU ... dd 3.64 –0.21 –.54 ... –.88 ... 19.51 10.19 CaliforniaBncp CALB ... 23 18.45 +0.95 .53 1.21 1.44 ...
24.95 19.75 AFC Gamma AFCG ... ... 22.67 –0.61 ... 1.75 2.63 ... 10.69 5.40 AmericanFin AFIN 9.0 dd 9.43 –0.37 –.43 –.20 –.15 .2125 5.98 2.22 BGC Partners BGCP .7 24 5.54 +0.01 ... .63 .73 .01
18.45 12.17 AGNC Invt AGNC 7.9 3 18.18 –0.14 –.66 ... ... .12 36.50 19.41 AmNtlBcsh AMNB 3.1 12 35.33 +0.29 2.73 2.98 2.60 .27 7.03 1.87 CalitheraBiosci CALA ... dd 2.03 –0.06 –1.31 –.92 –.89 ...
63.42 16.08 BJsRestaurants BJRI ... dd 54.96 –4.42 –2.74 .53 2.29 ... 38.00 19.00 CalliditasTherap CALT ... dd 27.71 –0.32 –2.10 –2.06 –.97 ...
2.78 0.29 ALJ Regional ALJJ ... dd 1.35 –0.04 –1.60 ... ... ... 150.07 66.04 AmericanNatl ANAT 2.2 5 150.07 +28.34 17.38 4.23 4.64 .82 98.95 40.74 BOK Fin BOKF 2.3 12 91.21 +0.24 6.19 7.23 6.60 .52
117.45 28.01 AlxOncology ALXO ... dd 55.40 –9.58 –2.76 ... –2.62 ... 30.01 12.24 AmOutdoorBrands AOUT ... ... 29.75 +2.21 ... 2.18 2.02 ... 6.64 1.93 CalumetSpecialty CLMT ... dd 5.62 –0.18 –1.86 –2.07 ... ...
33.56 10.05 BRP Group BRP ... dd 24.58 –1.73 –.58 .77 1.21 ... 12.43 3.16 Calyxt CLXT ... dd 4.25 –0.09 –1.32 –.74 –.69 ...
83.63 20.16 AMC Networks AMCX ... 9 49.22 +2.00 ... 7.72 7.65 ... 41.09 24.97 AmericanPubEdu APEI ... 17 27.37 –3.45 1.25 1.10 1.68 ... 96.44 25.25 BRP DOOO .5 26 82.54 –10.57 ... 5.84 6.16 .1034
70.26 53.90 Amerisafe AMSF 1.7 14 66.35 +1.34 4.47 ... ... .29 21.08 8.90 AmRvrBksh AMRB 1.4 14 19.81 –0.19 1.20 1.45 1.40 .07 66.40 3.75 CambiumNtwks CMBM ... 34 48.83 –9.78 .70 1.37 1.66 ...
78.95 16.80 B RileyFin RILY 2.3 4 72.61 –2.71 7.56 ... ... 2.50
49.56 15.52 A-MarkPrecMet AMRK .0 3 48.12 +8.69 4.31 ... 5.45 1.50 21.92 13.25 AmerSoftware AMSWA 2.2 cc 19.87 –0.42 .21 ... .28 .11 19.76 9.69 BTRS BTRS ... dd 12.34 –2.36 ... –.24 –.21 ...
49.66 26.99 CamdenNational CAC 3.0 11 48.00 +0.39 3.95 4.42 4.05 .36
40.00 23.55 ANI Pham ANIP ... dd 35.06 –3.54 ... 3.31 4.18 ... 31.78 5.74 AmerSupercond AMSC ... dd 14.17 –0.82 –1.03 ... ... ... 36.14 11.17 Camtek CAMT ... 36 27.36 –3.66 .55 1.39 1.46 ...
354.82 94.90 Baidu BIDU ... 20 186.21 –5.34 ... 67.57 80.58 ... 39.10 1.76 Canaan CAN ... dd 9.69 –1.94 ... ... 28.21 ...
413.19 247.53 Ansys ANSS ... 62 326.47 –5.91 4.97 ... ... ... 108.81 48.05 AmericanWoodmark AMWD ... 24 97.36 –7.01 4.42 6.90 7.75 ... 134.58 79.85 Balchem BCPC .4 49 133.25 +1.67 2.60 3.40 3.79 .58
23.85 7.45 APA APA .5 cc 21.56 –0.03 –12.86 2.21 1.61 .025 165.00 64.75 AmerCarMart CRMT ... 15 153.58 +1.66 7.39 ... ... ... 67.39 16.25 CanadianSolar CSIQ ... 15 36.62 –3.01 2.46 2.53 3.60 ...
42.28 9.39 BallardPower BLDP ... dd 14.64 –0.76 –.21 –.20 –.16 ... 24.90 6.51 Canoo GOEV ... dd 7.30 –0.43 –.81 –.91 –.92 ...
24.66 9.26 ARKRestaurants ARKR ... dd 19.25 –0.81 –1.34 1.00 1.00 ... 57.81 18.39 AmerisBancorp ABCB 1.1 11 56.94 –0.09 3.77 4.93 4.07 .15 77.38 31.42 BancFirst BANF 1.9 20 73.40 –0.19 3.00 4.56 3.76 .34
675.65 290.10 ASML ASML .4 51 647.76 –10.81 9.68 14.89 17.92 1.8697 5.34 2.65 AmeriServFin ASRV 2.3 14 4.26 –0.03 .27 .16 .22 .025 198.61 101.81 Bandwidth BAND ... dd 114.11 –11.55 ... ... ... ...
7.33 0.30 CanooWt GOEVW ... ... 1.73 –0.18 ... ... ... ...
19.75 0.69 ATA Creativity AACG ... dd 2.75 –0.16 –.45 .22 .34 ... 276.69 210.28 Amgen AMGN 2.8 21 251.38 –2.83 12.31 ... 17.75 1.76 56.50 13.83 CanopyGrowth CGC ... dd 22.91 –2.35 –2.86 –2.49 –.50 ...
45.83 19.46 BankOZK OZK 2.5 13 44.00 +0.61 2.26 3.09 3.18 .28 12.99 5.85 Cantaloupe CTLP ... dd 10.41 –0.67 –.06 –.22 ... ...
66.95 40.99 ATN Intl ATNI 1.4 dd 49.37 +1.94 –.89 .18 –.40 .17 25.39 8.83 AmicusTherap FOLD ... dd 9.49 –0.26 –1.07 ... ... ... 14.29 6.39 BankofCommerce BOCH 1.7 13 14.24 +1.00 .83 1.10 1.05 .06
18.24 4.07 AveoPharma AVEO ... dd 6.75 +0.32 –1.66 –1.89 –.03 ... 27.50 9.24 AmkorTech AMKR .8 12 19.37 –0.86 1.40 1.94 1.88 .04 18.00 9.50 CanterburyPark CPHC ... 48 13.71 –0.06 .23 .41 ... ...
31.31 17.40 BankofPrinceton BPRN 2.4 13 30.13 +0.08 2.01 2.18 2.69 .18
23.50 7.45 AVROBIO AVRO ... dd 9.60 +1.00 –3.31 –2.69 –2.70 ... 22.69 16.91 AmphastarPharm AMPH ... cc 19.97 +1.29 .03 1.00 1.39 ... 19.00 8.11 Bank7 BSVN 2.5 8 17.05 –0.10 2.05 2.22 2.27 .11
23.10 9.02 CapitalBancorp CBNK ... 9 21.83 –0.47 1.87 1.89 1.85 ...
15.84 4.30 AXT AXTI ... 56 8.95 –0.71 .07 .30 .36 ... 15.50 10.06 AmrytPharma AMYT ... dd 11.07 –0.18 –3.33 ... .79 ... 28.98 17.13 CapitalCityBank CCBG 2.3 12 26.17 +0.05 1.88 2.02 1.68 .15
11.23 6.81 BankFinancial BFIN 3.7 19 10.76 +0.22 .61 .52 .65 .10 13.50 5.48 CapitalProduct CPLP 3.2 7 12.40 –0.88 1.60 2.14 2.02 .10
24.69 17.71 Abcam ABCM ... dd 20.11 –1.15 .08 ... ... ... 14.24 4.71 AmtechSystems ASYS ... dd 9.19 –0.65 –1.11 .11 .82 ... 30.00 13.51 BankwellFin BWFG 1.9 22 29.04 –0.12 .75 2.81 3.03 .14
71.91 23.20 AbCelleraBio ABCL ... ... 31.75 +2.66 .53 .62 .06 ... 23.42 1.88 Amyris AMRS ... dd 11.67 –0.55 –1.88 –1.08 –.22 ... 24.90 12.32 CapitalSouthwest CSWC 6.9 30 23.75 –0.53 –1.24 ... ... .10
60.42 29.29 Banner BANR 2.8 14 59.01 +1.16 ... 4.33 4.05 .41 24.30 8.40 CapitalaFinance CPTA ... 4 22.92 +1.07 –13.08 .35 .73 ...
387.40 182.02 Abiomed ABMD ... 54 268.56 –28.25 4.94 4.48 5.37 ... 164.40 100.09 AnalogDevices ADI 1.8 40 149.61 –7.65 3.28 6.06 6.73 .69 57.00 25.69 Baozun BZUN ... 36 32.26 –0.66 ... 7.80 ... ...
21.20 8.49 AbsoluteSftwr ABST 1.8 79 14.57 +0.43 .25 ... ... .0601 35.85 13.92 AnaptysBio ANAB ... dd 26.10 –0.06 –.73 –2.64 –3.01 ... 79.73 40.00 BarrettBus BBSI 1.6 18 74.32 –4.08 4.39 4.23 4.86 .30
14.38 8.75 CapitolFedFin CFFN 2.6 23 13.03 –0.06 .47 .53 .52 .085
9.09 2.23 AcaciaResearch ACTG ... 4 5.48 –0.47 1.54 .19 .01 ... 32.00 11.05 Andersons ANDE 2.2 17 31.62 +0.76 .23 1.81 2.00 .175 21.00 9.01 CapStarFin CSTR 1.1 13 20.90 +1.36 1.22 2.04 ... .06
37.00 5.12 BassettFurniture BSET 1.9 dd 30.42 –5.53 –1.05 1.77 1.86 .125 29.65 11.80 CaraTherap CARA ... 57 13.20 +0.64 .18 ... –1.29 ...
36.60 12.05 AcademySports ASO ... 10 35.62 +1.81 ... 3.34 3.59 ... 19.17 9.28 Angi ANGI ... cc 13.06 –0.52 ... –.10 –.02 ... 19.00 9.67 BayCom BCML ... 14 18.61 +0.71 1.15 1.72 1.71 ...
65.85 23.63 AcadiaHealthcare ACHC ... 31 65.62 +1.64 –7.59 2.44 2.80 ... 25.25 8.05 AngioDynamics ANGO ... dd 22.95 –1.16 –4.39 .05 .07 ... 60.93 18.75 BeaconRoof BECN ... 25 58.46 –1.79 –1.52 3.73 4.08 ...
48.28 27.70 CardiovascularSys CSII ... dd 36.37 +0.90 –.79 ... ... ...
146.15 85.58 AcceleronPharma XLRN ... dd 126.09 +7.91 –2.92 –3.69 ... ... 26.30 12.56 AngionBiomed ANGN ... ... 14.06 –0.18 ... –2.35 –2.70 ... 161.47 51.15 Cardlytics CDLX ... dd 92.34 –8.35 –2.04 –2.41 –1.62 ...
126.90 18.76 BeamTherap BEAM ... dd 71.92 +1.10 –4.19 –4.94 –3.51 ... 42.09 16.67 Cardtronics CATM ... 92 38.91 +0.03 .42 1.73 2.09 ...
65.25 28.68 Accolade ACCD ... dd 42.51 –2.07 –1.72 ... ... ... 47.48 28.58 AnikaTherap ANIK ... dd 43.68 +1.70 –1.69 –.18 .91 ... 5.15 1.15 BeasleyBroadcast BBGI ... dd 2.56 –0.15 ... –.06 .29 ...
6.02 1.79 Accuray ARAY ... cc 4.36 –0.48 .04 ... ... ... 38.01 15.33 Annexon ANNX ... dd 20.53 +0.60 –4.15 ... ... ... 13.40 6.14 Carecloud MTBC ... dd 7.72 –0.44 –1.79 –.93 ... ...
53.90 5.20 BedBath BBBY ... dd 25.12 –0.28 –1.24 1.43 2.14 ... 99.83 27.94 CareDx CDNA ... dd 66.00 –11.71 –.40 –.34 –.03 ...
2.94 1.01 AcelRxPharm ACRX ... dd 1.16 +0.02 –.47 –.28 –.02 ... 12.09 3.15 AnPacBioMed ANPC ... ... 4.11 –0.58 ... –.44 –.23 ... 388.97 155.16 BeiGene BGNE ... dd 319.61 +7.64 –19.14 –12.21 ... ...
18.95 12.51 AchillesTherap ACHL ... ... 13.03 –1.14 ... –2.53 –2.25 ... 58.47 25.49 ApellisPharm APLS ... dd 44.26 –2.81 –4.59 –7.17 –5.77 ... 22.00 7.11 BelFuse A BELFA 1.4 11 16.71 –1.13 .97 .22 .84 .06
24.89 15.92 CareTrustREIT CTRE 4.7 26 22.68 –0.41 .85 ... ... .265
30.38 1.20 AclarisTherap ACRS ... dd 21.19 –1.76 –1.20 –1.38 –1.24 ... 42.70 16.70 ApogeeEnt APOG 2.0 73 39.35 +2.75 .59 2.20 2.80 .20 36.54 19.24 CarGurus CARG ... 38 28.58 +1.23 ... ... ... ...
23.00 8.15 BelFuse B BELFB 1.7 10 16.46 –1.00 1.05 .22 .84 .07 12.90 4.88 CarLotz LOTZ ... cc 5.11 –1.96 ... –.71 –.37 ...
9.84 2.53 AcordaTherap ACOR ... dd 4.49 –0.11 –12.32 –12.17 –7.74 ... 7.96 1.25 ApolloEnd APEN ... dd 6.86 +0.56 –.99 –.75 –.73 ... 17.58 9.02 Benefitfocus BNFT ... dd 14.22 +0.51 –.87 –.14 –.02 ...
104.53 66.59 ActivisionBliz ATVI .5 31 93.35 –1.45 2.82 3.75 4.40 .47 15.27 7.33 ApolloInv AINV 8.5 dd 14.57 –0.50 –1.73 ... ... .36 3.11 0.45 CarLotzWt LOTZW ... ... 1.24 –0.50 ... ... ... ...
54.62 27.00 BentleySystems BSY .2 cc 49.96 +1.49 ... .67 .72 .03
38.99 11.18 AcutusMedical AFIB ... dd 13.65 +1.77 –8.94 –3.70 –2.58 ... 186.59 110.22 AppFolio APPF ... 29 127.68 –2.56 ... .25 .57 ... 113.53 35.51 BerkeleyLights BLI ... dd 37.13 –9.37 –1.39 ... –.78 ...
45.23 22.95 Carlyle CG 2.3 9 43.51 –1.47 .97 ... ... .25
31.83 11.11 Adagene ADAG ... ... 12.70 +0.05 –3.34 –1.35 –1.63 ... 42.90 9.61 AppHarvest APPH ... dd 11.91 –2.00 –1.17 –.57 –.49 ... 6.70 2.52 Berry(bry) BRY 2.6 dd 6.25 +0.05 –3.29 ... .70 .04
23.26 4.82 CarParts.com PRTS ... dd 15.22 +0.20 –.04 –.25 –.05 ...
9.15 2.43 AdamasPharm ADMS ... dd 5.09 –0.06 –2.03 –1.14 –.31 ... 8.09 3.79 CarrolsRestr TAST ... dd 6.12 +0.28 –.58 .01 .05 ...
18.58 0.39 AppHarvestWt APPHW ... ... 3.77 –1.05 ... ... ... ... 11.75 9.65 BespokeCap BSPE ... cc 10.11 ... –.20 .34 .49 ... 14.94 6.30 CarterBkshrs CARE ... dd 14.03 +0.04 –1.74 1.12 ... ...
13.40 3.79 AdaptimmuneTher ADAP ... dd 4.82 +0.04 –.91 –.97 –1.02 ... 260.00 44.03 Appian APPN ... dd 83.26 –5.01 ... –.63 –.49 ... 221.00 99.86 BeyondMeat BYND ... dd 104.97 –5.76 –.85 ... ... ...
71.25 30.41 AdaptiveBiotech ADPT ... dd 34.54 –0.45 –1.11 –1.57 ... ... 145.09 75.05 Apple AAPL .7 29 127.45 –2.76 3.28 5.14 5.33 .22 33.20 14.26 BicycleTherap BCYC ... dd 31.18 –0.57 –2.68 –2.95 –3.46 ...
13.15 3.65 CasaSystems CASA ... 25 8.44 –0.03 .29 .28 .43 ...
129.01 80.40 AddusHomeCare ADUS ... 46 95.87 –1.40 2.08 3.40 3.87 ... 68.87 47.27 CasellaWaste CWST ... 36 68.65 +0.68 ... .77 1.00 ...
9.67 3.53 AppliedGenetic AGTC ... dd 3.88 –0.01 –2.17 –1.90 –1.70 ... 34.95 1.12 Big5SportingGds BGFV 2.6 8 28.11 –2.25 2.58 3.38 2.41 .18 229.18 142.07 CaseysGenStores CASY .6 25 223.84 +0.57 7.10 8.09 8.27 .34
4.40 1.50 ADDvantage AEY ... dd 2.26 +0.35 –1.55 .76 1.30 ... 146.00 51.17 ApplMaterials AMAT .8 30 124.83 –8.12 3.92 ... ... .24 162.50 42.17 BigCommerce BIGC ... dd 46.57 –1.86 ... –.45 –.29 ...
21.70 9.71 AdicetBio ACET ... dd 13.42 –0.82 –5.01 –2.00 –2.38 ... 157.66 30.10 Bilibili BILI ... dd 96.87 –4.80 ... –9.12 ... ... 48.55 32.85 CassInfoSys CASS 2.4 27 45.74 –0.55 1.73 1.86 1.20 .27
78.22 17.05 AppliedMolecular AMTI ... dd 44.70 –1.12 –2.91 –2.55 –2.68 ... 107.69 34.72 CastleBiosci CSTL ... dd 55.17 –5.15 –.54 –1.09 –.63 ...
536.88 351.53 Adobe ADBE ... 42 486.56 –2.17 10.83 11.87 13.68 ... 17.57 6.75 AppliedOptoelec AAOI ... dd 7.47 –0.11 –2.67 ... ... ... 444.83 228.67 Bio-Techne TECH .3 87 401.37 –21.68 5.82 6.47 ... .32
20.35 9.66 Adtran ADTN 1.8 73 20.05 +0.12 .05 .49 .64 .09 51.99 13.58 AppliedTherap APLT ... dd 14.05 –3.38 –4.28 –4.53 –4.52 ... 76.63 27.15 BioAtla BCAB ... ... 45.33 –1.48 ... –1.81 –2.52 ... 8.59 1.25 CatabasisPharm CATB ... dd 1.78 –0.18 –2.03 –1.47 –.58 ...
6.64 3.52 AdvEmissions ADES ... dd 5.25 +0.57 –1.12 ... ... ... 45.19 20.59 CathayGenBncp CATY 2.9 13 43.04 +0.86 2.87 ... 3.41 .31
71.51 49.41 Applovin APP ... dd 57.26 ... ... .27 .64 ... 17.94 4.87 BioceresCrop BIOX ... cc 15.19 +0.29 ... .05 .75 ... 242.06 139.73 CavcoIndustries CVCO ... 31 209.77 –6.01 8.10 7.57 8.89 ...
125.55 57.04 AdvEnergyInds AEIS .4 23 93.73 +3.61 3.50 5.54 6.52 .10 41.12 3.88 ApreaTherap APRE ... dd 4.12 –0.18 –2.53 ... ... ... 14.24 3.30 BioCryst BCRX ... dd 12.84 –0.28 –1.09 –1.11 –.73 ...
99.23 48.42 AdvMicroDevices AMD ... 32 74.59 –4.22 2.06 2.14 2.68 ... 5.45 3.04 BioDeliverySci BDSI ... 14 3.56 +0.18 .24 .24 .52 ... 9.47 4.66 CECO Env CECE ... 45 7.50 +0.13 .23 .53 .66 ...
13.92 7.89 AdvantageSolns ADV ... dd 12.24 –0.72 –.73 .72 .84 ... 32.75 20.07 Apria APR ... ... 29.04 +0.98 ... 1.33 1.61 ... 34.71 14.25 Cellectis CLLS ... dd 15.49 –0.81 –1.92 –2.52 –2.93 ...
3.60 0.79 AdvantageSolnsWt ADVWW ... ... 3.30 –0.26 ... ... ... ... 6.47 2.30 Aptinyx APTX ... dd 2.53 –0.01 –1.02 –1.04 –.97 ... 31.99 10.85 Biodesix BDSX ... dd 12.62 –1.62 –6.48 ... ... ... 13.01 5.25 CelyadOncology CYAD ... dd 5.69 +0.02 –1.40 –2.19 ... ...
14.23 1.16 Aptorum APM ... 15 2.41 –0.08 ... –.63 –.90 ... 363.92 223.25 Biogen BIIB ... 15 280.21 +6.17 24.80 18.41 20.17 ... 27.10 8.61 Centogene CNTG ... dd 9.52 –0.17 –1.16 –1.18 –1.59 ...
26.98 3.46 AdverumBiotech ADVM ... dd 3.60 –0.18 –1.38 –1.50 –1.54 ... 12.01 3.43 ApyxMedical APYX ... dd 9.76 +0.16 –.35 –.56 –.46 ... 131.95 71.35 BioMarinPharm BMRN ... 19 76.93 –0.84 4.53 ... .88 ...
30.95 11.97 Aegion AEGN ... dd 29.99 –0.01 –1.02 1.17 1.24 ... 14.11 62.91 33.03 CentralGarden CENT ... 20 57.89 –1.56 ... ... ... ...
11.38 6.43 AegleaBioTherap AGLE ... dd 7.56 +0.32 –1.52 –1.05 –.92 ... 9.47 3.17 AquestiveTherap AQST ... dd 3.43 +0.01 –1.66 –1.71 –1.21 ... 22.22 BiomeaFusion BMEA ... ... 15.87 –1.07 ... ... ... ... 55.82 30.90 CentralGardenA CENTA ... 18 53.29 –1.25 ... ... ... ...
14.94 4.27 Aravive ARAV ... dd 4.82 –0.18 –1.93 –1.80 –2.02 ... 213.15 46.30 BioNTech BNTX ... 34 192.77 +9.06 .07 23.42 25.67 ... 19.60 4.22 CenturyAluminum CENX ... dd 15.11 –0.70 –1.38 .55 1.49 ...
27.44 0.68 Aemetis AMTX ... dd 9.39 –3.68 –1.74 –1.75 –.79 ... 19.51 10.74 Bioventus BVS ... ... 15.85 +1.20 ... 1.11 1.03 ...
21.30 9.01 AeriePharm AERI ... dd 17.41 –0.10 –3.99 ... ... ... 9.02 1.60 ArbutusBiopharma ABUS ... dd 2.62 –0.19 –1.00 –.83 –.75 ... 121.32 60.00 CenturyBancorpA CNBKA .6 16 114.21 –0.17 7.58 2.00 2.00 .18
143.72 59.13 AeroVironment AVAV ... 86 107.28 –2.17 1.71 1.87 2.64 ... 93.96 18.77 ArcBest ARCB .4 24 84.11 –6.34 2.69 5.03 5.32 .08 46.25 21.04 BlackDiamond BDTX ... dd 27.50 +2.00 –2.05 –3.08 –3.22 ... 6.90 1.95 Ceragon CRNT ... dd 3.20 –0.17 –.21 –.01 .15 ...
41.28 22.22 ArchCapital ACGL ... 10 40.19 –0.60 3.32 3.01 3.87 ... 80.00 46.86 Blackbaud BLKB ... cc 69.32 +2.29 .16 2.81 3.03 ... 139.00 24.44 Cerence CRNC ... cc 84.70 –4.72 –.57 2.32 2.67 ...
9.26 3.81 AestheticMed AIH ... dd 6.67 +0.18 1.29 .85 .96 ... 154.61 61.19 BlackLine BL ... dd 104.71 –2.76 –.83 ... ... ...
11.74 2.00 Affimed AFMD ... dd 8.80 –1.01 –.57 –.46 –.35 ... 36.80 2.12 Arcimoto FUV ... dd 8.09 –0.95 –.63 –.51 –.31 ... 84.20 64.47 Cerner CERN 1.1 29 76.80 +0.12 2.52 3.22 3.62 .22
53.71 23.29 ArcoPlatform ARCE ... cc 24.36 –2.86 .06 4.51 6.15 ... 4.06 2.30 BlackRockCapInvt BKCC 10.3 dd 3.89 –0.09 –1.49 ... .36 .10
146.90 46.50 AffirmHldgs AFRM ... ... 54.00 ... ... –1.86 –.85 ... .30 41.79 24.58 Certara CERT ... ... 25.76 –3.71 –.37 .23 .35 ...
29.02 16.85 Afya AFYA ... 37 23.05 +1.50 ... 4.59 7.20 ... 129.71 24.87 ArcturusTherap ARCT ... dd 28.86 –2.94 –3.55 –5.45 4.77 ... 15.07 8.11 BlkRkTCPCap TCPC 8.4 5 14.32 –0.15 1.23 1.33 1.39
8.87 5.07 Cerus CERS ... dd 5.75 –0.39 –.37 –.37 –.31 ...
39.85 17.51 ArcutisBiotherap ARQT ... dd 25.75 –8.38 –3.80 ... ... ... 32.81 9.19 BloominBrands BLMN ... dd 29.22 –1.03 –1.85 2.20 2.43 ...
64.09 16.18 Agilysys AGYS ... dd 48.05 –4.10 –1.47 ... ... ... 18.41 8.37 Blucora BCOR ... ... 16.17 +0.63 –7.14 1.32 1.47 ... 26.30 6.87 ChampionX CHX ... dd 25.77 +0.58 –5.01 .54 .99 ...
58.93 32.47 AgiosPharm AGIO ... dd 55.22 –0.57 –4.74 25.28 –6.32 ... 9.23 4.96 Ardelyx ARDX ... dd 6.79 +0.05 –1.05 –1.43 –.71 ... 24.21 9.76 ChangeHlthcr CHNG ... dd 22.88 –0.01 –6.92 1.28 1.57 ...
90.19 45.09 ArenaPharm ARNA ... dd 61.46 –3.33 –7.39 –8.33 –8.01 ... 28.90 10.43 BlueBird BLBD ... 69 27.93 +1.43 .45 .96 1.69 ...
114.97 33.60 Agora API ... dd 37.63 –5.34 ... –.05 .03 ... 72.51 24.24 bluebirdbio BLUE ... dd 30.32 –0.16 –9.95 –12.06 –10.23 ... 81.63 39.38 ChangeHlthcrUn CHNGU 3.9 ... 76.40 –0.66 ... ... ... .75
4.20 1.83 AgroFresh AGFS ... dd 2.37 +0.35 –1.26 –.43 –.34 ... 19.76 12.89 AresCapital ARCC 8.5 5 18.91 –0.33 1.14 1.73 1.77 .40 712.41 485.01 CharterComms CHTR ... 41 710.40 +16.96 15.40 19.79 27.49 ...
382.15 150.20 arGEN-X ARGX ... dd 272.30 +8.60 –13.28 –17.07 –16.33 ... 35.89 6.30 BlueCity BLCT ... dd 6.46 –0.68 ... –1.27 4.36 ...
42.93 8.95 AirT AIRT ... dd 22.12 +0.02 2.73 .61 .69 ... 139.26 103.43 CheckPoint CHKP ... 20 118.95 –0.92 6.03 6.77 7.22 ...
2.75 0.01 AirT Wt AIRTW ... ... .11 –0.03 ... ... ... ... 54.78 13.22 ArrayTech ARRY ... ... 14.23 –11.13 ... .43 .79 ... 3.80 1.20 BlueknightEner BKEP 4.5 2 3.57 +0.39 –.91 ... ... .04
23.10 5.84 CheckmatePharm CMPI ... dd 6.74 –0.35 ... –2.88 –2.94 ...
37.18 9.69 Arrival ARVL ... dd 18.29 –0.23 ... –.21 –.04 ... 125.61 60.82 BlueprintMed BPMC ... 17 96.45 +1.52 5.59 –6.67 –6.15 ...
32.43 19.52 AirTransportSvcs ATSG ... dd 25.27 –1.09 .54 1.61 1.79 ... 15.92 8.69 BoingoWireless WIFI ... dd 13.96 –0.02 –.38 –.21 –.07 ... 65.81 17.50 Cheesecake CAKE ... dd 59.30 –4.48 –6.32 2.09 3.05 ...
219.94 121.50 Airbnb ABNB ... dd 141.20 –10.01 ... –1.57 .09 ... 12.63 0.55 ArrivalWt ARVLW ... ... 5.84 –0.40 ... ... ... ... 35.57 11.06 ChefsWarehouse CHEF ... dd 31.36 –0.84 –2.46 –.69 .52 ...
38.26 23.25 ArrowFinancial AROW 2.8 13 37.27 –0.43 2.64 3.22 2.86 .26 43.07 17.30 BoltBiotherap BOLT ... ... 18.79 –4.06 ... –2.73 –2.70 ...
124.91 92.64 AkamaiTech AKAM ... 32 113.16 +2.35 3.37 5.53 6.04 ... 2516.00 1372.13 BookingHldgs BKNG ... cc 2282.48 –44.60 1.44 ... ... ... 70.29 9.55 ChemoCentryx CCXI ... dd 10.44 –0.02 –.84 –1.95 –1.79 ...
13.71 2.09 AkebiaTherap AKBA ... dd 3.45 +0.33 –2.77 –1.33 –.78 ... 92.60 30.83 ArrowheadPharm ARWR ... dd 72.83 +6.45 –.84 ... ... ... 45.00 24.07 ChemungFinl CHMG 2.4 9 44.11 –0.02 4.01 4.89 4.21 .26
42.70 31.89 ArtesianRscs A ARTNA 2.6 22 39.50 –0.82 ... 1.92 2.05 .261 15.50 5.00 BostonPrivFin BPFH 1.6 23 15.19 –0.20 .55 .71 .79 .06
41.16 22.05 AkeroTherap AKRO ... dd 28.21 +0.88 –2.52 –3.09 –3.46 ... 55.63 36.23 Bottomline EPAY ... dd 38.51 –0.17 –.22 1.16 1.24 ... 52.68 40.00 ChesapeakeEner CHK 2.8 dd 48.87 –0.30 –998.26 6.16 4.32 .3438
30.67 11.64 Akouos AKUS ... dd 12.40 –0.77 –2.77 –1.99 –2.20 ... 92.77 19.68 Arvinas ARVN ... dd 66.91 +3.28 –3.02 –3.49 –3.92 ... 31.00 15.00 ChesapeakeWtC CHKEL ... ... 18.18 –1.36 ... ... ... ...
183.98 119.11 AscendisPharma ASND ... dd 132.18 –0.72 –9.44 –7.51 –6.13 ... 14.90 12.60 BowmanConsult BWMN ... ... 13.83 –0.17 ... ... ... ...
28.96 16.83 Akoya AKYA ... ... 20.40 +0.65 ... ... ... ... 11.04 5.52 Brainsway BWAY ... dd 8.85 +0.22 –.48 ... ... ... 7.75 2.77 Chiasma CHMA ... dd 4.01 –0.02 –1.43 –1.24 –.57 ...
108.67 44.96 Alarm.com ALRM ... 50 82.51 –2.56 1.53 1.68 1.92 ... 6.75 1.26 AslanPharm ASLN ... dd 2.57 –0.36 –.40 ... ... ...
73.50 26.17 BridgeBioPharma BBIO ... dd 53.66 +5.63 –3.80 –4.01 –4.13 ... 39.19 6.45 ChickenSoupA CSSE ... dd 34.82 –0.60 ... –2.07 –1.63 ...
3.92 1.85 AlaskaCommSys ALSK ... dd 3.31 ... –.02 .08 .09 ... 13.17 4.70 AspenGroup ASPU ... dd 5.50 +0.28 –.29 –.42 ... ... 85.59 17.78 Children'sPlace PLCE ... dd 77.64 –3.18 –9.59 3.60 5.02 ...
162.56 92.10 AspenTech AZPN ... 31 146.01 +18.94 3.34 ... ... ... 21.80 13.68 BridgfordFoods BRID ... 27 20.88 +6.88 ... ... ... ...
34.89 9.12 Alector ALEC ... dd 17.00 +0.65 –2.45 ... ... ... 25.26 7.43 Brightcove BCOV ... 81 13.72 –0.37 –.15 .48 .62 ... 11.57 2.22 Chimerix CMRX ... dd 8.20 +0.05 –.70 –.99 –.17 ...
174.15 99.67 AlexionPharm ALXN ... 57 173.49 +3.06 2.72 13.34 14.47 ... 27.84 3.81 AssemblyBiosci ASMB ... dd 3.96 –0.10 –1.75 –2.69 ... ... 31.40 4.13 ChinaFinance JRJC ... dd 9.54 –0.91 –5.01 2.60 4.30 ...
80.00 35.46 AstecIndustries ASTE .6 46 71.00 +1.23 2.05 2.38 3.46 .11 49.91 25.13 BrighthouseFin BHF ... dd 49.42 +0.49 –11.58 ... ... ...
34.00 26.55 Alico ALCO 2.3 9 31.90 +0.99 3.16 .88 2.05 .18 495.14 256.77 Broadcom AVGO 3.3 51 441.62 –10.96 6.33 26.91 29.08 3.60 3.14 1.10 ChinaIndex CIH ... 4 1.96 –0.12 ... ... ... ...
647.20 199.56 AlignTech ALGN ... 99 569.04 –29.30 22.41 10.44 12.64 ... 64.94 46.48 AstraZeneca AZN 2.5 36 55.21 +1.40 1.23 2.65 3.34 .95
18.35 8.68 BrookfieldProp BPY 7.3 dd 18.29 +0.29 –2.39 –.61 1.82 .3325 1.35 0.55 ChinaXDPlastics CXDC ... dd .61 –0.45 .05 1.78 1.74 ...
28.59 16.32 AlignmentHlthcr ALHC ... dd 20.96 –2.66 ... ... ... ... 19.58 6.30 Astronics ATRO ... dd 16.09 +0.48 ... –.45 .64 ... 27.47 12.66 Chindata CD ... dd 14.69 +0.83 ... ... .47 ...
18.05 5.50 AstroNova ALOT ... 86 15.31 +0.21 .18 .34 .28 ... 18.78 8.67 BrookfieldPropREIT BPYU 7.3 dd 18.30 +0.21 1.33 ... ... .3325
37.51 12.82 AligosTherap ALGS ... dd 21.19 –5.94 –10.87 –3.25 –3.55 ... 17.10 8.13 BrooklineBcp BRKL 2.9 14 16.77 –0.13 .60 ... 1.19 .12 21.68 10.50 ChinookTherap KDNY ... dd 14.85 –1.41 –6.20 ... ... ...
12.25 3.82 AlimeraSciences ALIM ... dd 8.57 –1.10 –1.04 –.23 –.33 ... 28.20 8.90 AtaraBiotherap ATRA ... dd 14.99 +1.40 –4.15 –3.59 ... ... 36.31 18.20 ChipMOSTechs IMOS ... 14 30.50 –2.54 2.21 3.86 3.90 ...
18.72 108.72 37.03 Brooks Auto BRKS .4 74 92.11 –7.06 .88 2.41 ... .10
49.32 28.47 AlkamiTech ALKT ... ... 29.24 –9.41 ... –.38 –.17 ... 94.17 AteaPharm AVIR ... dd 22.91 +1.59 ... 8.37 17.25 ...
71.28 36.82 Bruker BRKR .2 52 68.55 –0.78 1.02 1.87 2.17 .04 258.32 97.00 ChurchillDowns CHDN .3 dd 199.21 –2.03 –2.08 5.67 8.43 .622
23.92 14.52 Alkermes ALKS ... dd 22.26 +0.26 –.70 .50 .94 ... 15.24 3.66 Athenex ATNX ... dd 5.08 +0.48 –1.72 –1.13 –.99 ... 49.99 12.55 Chuy's CHUY ... 52 42.49 –1.82 –.18 1.54 1.54 ...
49.44 23.43 BrynMawrBank BMTC 2.3 16 47.58 +0.56 1.63 2.81 2.91 .27
157.98 62.21 Allakos ALLK ... dd 100.64 –0.29 –3.10 –4.35 –5.46 ... 34.79 15.79 AthiraPharma ATHA ... ... 18.09 –0.39 ... ... –2.15 ...
53.99 15.56 BuildersFirstSrc BLDR ... 14 47.93 –4.43 2.66 4.19 3.06 ... 4.45 1.76 CidaraTherap CDTX ... dd 2.01 ... –1.80 –1.29 –1.65 ...
43.34 21.45 AllegianceBcshs ABTX 1.2 14 40.98 +0.10 2.22 3.49 2.76 .12 15.97 1.58 AtlanticAmerican AAME .5 5 4.13 +0.13 .56 ... ... .02 128.87 68.27 Cimpress CMPR ... dd 104.23 +2.74 ... –.80 4.33 ...
84.80 38.91 Bumble BMBL ... ... 42.82 –15.17 –.05 ... .34 ...
271.29 71.56 AllegiantTravel ALGT ... dd 229.20 +4.46 –11.53 4.08 16.71 ... 28.93 9.56 AtlCapitalBcshs ACBI ... 17 27.62 +0.33 1.05 2.06 1.99 ...
19.92 9.25 BurgerFiIntl BFI ... dd 9.88 –2.10 ... ... ... ... 122.80 48.19 CincinnatiFin CINF 2.1 6 120.96 +0.61 7.49 4.40 4.51 .63
34.66 16.78 AllegroMicro ALGM ... cc 23.73 –1.06 .10 .45 .64 ... 41.97 19.04 AtlUnionBkshs AUB 2.7 17 41.89 +1.15 1.93 2.86 2.68 .28 6.00 0.45 Cinedigm CIDM ... dd 1.18 –0.05 –.34 –.55 ... ...
48.49 23.28 AtlanticaSust AY 4.8 cc 35.44 –0.61 .12 .85 1.15 .43 5.75 0.05 BurgerFiIntlWt BFIIW ... ... 1.90 –0.58 ... ... ... ...
3.39 1.02 AllenaPharm ALNA ... dd 1.10 –0.05 –1.01 –.84 –.87 ... 39.75 18.64 BurningRockBio BNR ... dd 32.76 +5.60 –1.00 –3.81 –3.62 ... 369.20 222.88 Cintas CTAS .8 39 358.08 –2.59 8.11 10.04 ... .75
6.68 2.63 AllianceResource ARLP 6.5 20 6.12 +0.28 –1.02 .81 .44 .10 36.40 7.44 Atlanticus ATLC ... 8 29.74 –4.49 3.95 –3.25 –2.00 ... 103.25 55.30 CirrusLogic CRUS ... 21 74.55 –2.05 3.62 4.61 5.16 ...
75.48 24.95 10.90 BusFirstBcshs BFST 2.0 13 24.05 –0.23 1.64 ... ... .12
58.19 44.74 AlliantEnergy LNT 2.8 23 56.76 +0.02 2.47 2.56 2.72 .4025 35.36 AtlasAir AAWW ... 5 74.08 +0.05 13.50 13.94 10.79 ... 54.14 35.28 CiscoSystems CSCO 2.8 22 52.90 –0.53 2.64 3.22 ... .37
37.80 18.47 AlliedMotionTech AMOT .3 23 34.64 –1.12 .95 1.26 1.45 .025 12.51 4.95 AtlasTech ATCX ... dd 11.30 –0.43 –.93 .72 1.35 ... 111.44 11.00 CitiTrends CTRN ... 41 98.42 –7.49 2.32 4.85 5.17 ...
55.00 24.85 AllogeneTherap ALLO ... dd 27.50 –2.52 –2.08 –1.97 –2.59 ... 262.40 160.01 Atlassian TEAM ... dd 214.99 –4.64 ... 1.36 1.45 ... C 14.81 6.48 CtznCmntyBcp CZWI 1.7 9 13.24 +0.15 1.14 1.29 1.12 .23
20.19 8.46 Allot ALLT ... dd 17.08 –1.03 –.27 –.21 –.07 ... 25.03 8.87 Atreca BCEL ... dd 9.58 –0.20 ... –2.81 –2.78 ... 27.94 18.26 CitizensHolding CIZN 5.0 14 19.06 +0.46 1.24 1.45 1.55 .24
48.96 18.15 AlloVir ALVR ... dd 24.00 +0.15 –2.59 –1.71 –1.83 ... 80.44 34.04 AtriCure ATRC ... dd 72.00 –5.67 –1.14 –1.26 –.91 ... 12.30 8.30 Cadiz CDZI ... dd 12.04 –0.05 –1.11 –.53 –.35 ... 173.56 111.26 CitrixSystems CTXS 1.3 36 117.71 –3.32 4.00 5.72 6.81 .37
17.96 5.64 AllscriptsHlthcr MDRX ... dd 16.94 +0.71 4.40 ... ... ... 745.00 567.00 Atrion ATRI 1.2 36 600.39 –25.58 17.44 15.14 13.19 1.75 53.04 28.75 C&F Fin CFFI 3.1 7 48.92 +4.83 6.06 3.85 3.85 .38 88.49 54.57 CityHolding CHCO 2.9 16 80.34 +0.16 5.55 4.42 4.56 .58
178.41 119.29 AlnylamPharm ALNY ... dd 135.70 +4.40 –7.46 –6.17 –3.61 ... 65.55 34.71 AuburnNatlBncp AUBN 2.7 18 37.86 +2.30 2.09 1.00 1.00 .26 27.93 16.45 CB FinSvcs CBFV 4.3 dd 22.49 +0.93 –1.97 1.40 1.79 .24 21.93 8.89 Clarus CLAR .5 63 21.28 +1.70 .18 .57 .72 .025
43.00 9.20 Alpha&OmegaSem AOSL ... 20 28.47 –1.91 –.27 2.74 3.03 ... 44.94 25.90 AudioCodes AUDC .9 34 31.82 +0.17 .87 1.54 1.71 .16 33.29 13.82 CBTX CBTX 1.7 26 30.66 –0.73 1.06 1.66 1.57 .13 19.79 1.90 CleanEnerFuels CLNE ... dd 8.25 –0.57 –.05 .03 .04 ...
2431.38 1339.00 Alphabet A GOOGL ... 30 2278.38 –73.55 58.61 86.53 93.97 ... 20.50 9.72 AuriniaPharm AUPH ... dd 11.92 +1.78 –.87 –1.19 ... ... 55.51 35.67 CDK Global CDK 1.1 6 52.87 –0.56 1.70 2.57 3.00 .15 40.26 11.57 Clearfield CLFD ... 38 35.34 –3.75 .53 1.13 1.26 ...
2452.38 1339.00 Alphabet C GOOG ... 31 2316.16 –82.53 58.61 86.71 94.25 ... 11.00 1.40 AuroraMobile JG ... dd 2.82 –0.33 –.28 –2.13 –1.31 ... 184.58 96.91 CDW CDW .9 29 169.45 –5.42 5.45 7.38 8.06 .40 4.53 1.25 ClearsideBiomed CLSD ... dd 2.38 –0.34 –.39 –.29 –.43 ...
19.36 3.99 Alphatec ATEC ... dd 14.81 –0.30 –1.18 –.77 –.45 ... 321.13 175.44 Autodesk ADSK ... 51 277.63 –8.13 5.44 ... ... ... 83.95 30.81 CEVA CEVA ... dd 42.74 –9.42 –.11 .56 .89 ... 17.45 6.31 CloverHealth CLOV ... dd 7.47 –1.15 ... –.41 –.18 ...
16.37 3.03 AlpineImmune ALPN ... dd 11.83 –0.17 –1.34 –1.33 –1.28 ... 17.19 4.60 AutolusTherap AUTL ... dd 6.17 +0.80 –2.78 –2.04 –1.89 ... 48.98 22.40 C4 Therap CCCC ... ... 34.84 +0.56 ... –2.31 –2.16 ... 5.45 1.33 CloverHealthWt CLOVW ... ... 2.16 –0.34 ... ... ... ...
69.00 30.92 AltairEngg ALTR ... dd 66.02 +0.17 ... .52 .64 ... 197.28 127.31 ADP ADP 1.9 34 194.64 –0.25 5.70 5.96 ... .93 106.75 71.98 CH Robinson CHRW 2.0 23 99.78 +0.27 3.72 5.02 ... .51 11.10 4.08 ClovisOncology CLVS ... dd 5.87 +0.23 –4.38 –2.24 –1.72 ...
35.10 4.27 Altimmune ALT ... dd 13.38 +0.11 –1.91 –1.89 1.17 ... 10.33 4.83 AvadelPharm AVDL ... dd 7.67 –0.50 ... –1.26 –.06 ... 17.29 7.76 CimComm CMCT 2.6 dd 11.33 +0.63 –2.27 ... –1.87 .075 33.76 11.58 CoastalFinl CCB ... 21 30.90 +1.35 1.24 1.83 1.73 ...
16.82 5.61 AltisourcePortf ASPS ... dd 6.06 –0.62 –4.31 –2.81 .27 ... 12.18 9.80 AveannaHealth AVAH ... ... 10.50 –1.03 ... ... ... ... 19.78 1.73 CLPS CLPS ... 11 3.83 –0.03 .20 ... ... ... 334.95 220.00 CocaColaCon COKE .3 15 330.66 +42.61 18.30 ... 23.02 .25
68.07 23.84 AltraIndlMotion AIMC .5 33 65.87 –1.82 –.39 3.24 3.71 .08 43.76 5.85 AviatNetworks AVNW ... 6 31.33 –0.93 .03 ... 2.64 ... 198.61 117.23 CMC Materials CCMP 1.2 dd 154.64 –11.85 4.83 7.80 8.14 .46 29.56 10.28 Codexis CDXS ... dd 18.29 –1.05 –.40 ... ... ...
69.94 9.44 AltusMidstream ALTM 9.4 23 63.74 –2.26 .28 ... ... 1.50 30.29 4.79 AvidTechnology AVID ... 58 27.36 –2.58 .25 1.17 1.49 ... 218.80 146.89 CME Group CME 1.7 41 216.99 +14.07 5.87 6.75 7.34 .90 37.85 7.90 CodiakBioSci CDAK ... dd 18.18 –0.37 ... –3.78 –3.84 ...
20.22 9.00 AmalgamFin AMAL 2.0 10 16.12 –0.16 1.48 1.62 1.78 .08 37.46 19.12 AvidityBio RNA ... dd 20.42 –1.40 –2.05 –3.10 ... ... 26.85 13.50 CNB FinPA CCNE 2.7 12 25.36 –0.07 1.97 ... 2.92 .17 19.74 11.05 CodorusValleyBncp CVLY 2.4 12 18.71 +0.24 .86 .83 .48 .02
9.25 3.36 Amarin AMRN ... cc 4.38 –0.22 –.05 –.12 ... ... 90.29 11.21 AvisBudget CAR ... dd 86.83 +4.60 –9.71 4.00 5.12 ... 61.69 22.51 CompassPath CMPS ... dd 34.39 +0.32 –3.58 –1.50 –1.81 ... 14.88 1.61 CogentBio COGT ... dd 8.02 –0.29 –16.17 –1.41 –1.37 ...
3554.00 2330.00 Amazon.com AMZN ... 61 3222.90 –68.71 41.83 ... ... ... 45.32 24.30 Avnet AVT 1.9 27 43.47 –1.28 –.31 2.36 3.50 .21 87.18 35.24 CRA Intl CRAI 1.3 23 82.21 –3.55 3.07 4.25 4.26 .26 90.96 53.20 CogentComm CCOI 3.9 cc 77.14 –0.86 .13 1.03 1.18 .78
137.21 43.69 Ambarella AMBA ... dd 90.00 –2.66 –1.72 .70 1.08 ... 6.52 2.54 Aware AWRE ... dd 3.50 –0.02 –.35 .02 .03 ... 220.20 54.86 CRISPR Therap CRSP ... dd 106.64 –1.06 –5.29 ... ... ... 101.82 53.65 Cognex CGNX .3 59 74.04 –3.54 1.00 1.54 1.77 .06
May 17, 2021 BARRON’S M19

Nasdaq Issues
- Earnings - - Earnings -
52-Week
High Low Name
Tick - Week’s - Last This Next Div
Sym Yld P/E Last Chg. Year Year Year Amt
52-Week
High Low Name
Tick - Week’s - Last This Next Div
Sym Yld P/E Last Chg. Year Year Year Amt
FIVE-DAY NASDAQ COMPOSITE
82.73 48.98 CognizantTech CTSH 1.4 25 71.01 –3.80 2.57 3.98 4.40 .24 79.00 20.01 Domo DOMO ... dd 58.93 –1.52 –2.89 –1.55 –.92 ...
38.00 22.61 CognyteSoftware CGNT ... ... 24.66 +0.39 .22 .69 .81 ... 16.48 12.91 DonegalGroup A DGICA 4.3 7 14.96 –0.25 1.83 1.23 1.32 .16 Coining It: A cryptocurrency exchange came under federal investigation, sinking crypto-
270.99 103.00 Coherent COHR ... dd 258.47 –0.83 –17.18 5.88 8.98 ... 15.56 9.90 DorchesterMnls DMLP 7.3 22 15.01 –0.06 .61 ... ... .3034
22.22 13.53 CoherusBioSci CHRS ... dd 15.13 +0.81 1.62 –1.89 –.14 ... 113.13 62.41 DormanProducts DORM ... 29 103.85 –0.60 3.30 4.52 5.01 ... mining stocks. Used-clothing sellers Poshmark and RealReal lost some of their chic. The
51.86 12.86 Cohu COHU ... 54 36.47 –2.39 –.33 3.18 3.45 ... 20.54 6.91 DouYuIntl DOYU ... 39 7.84 –0.73 .22 –1.08 1.76 ...
429.54 250.51 CoinbaseGlbl COIN ... cc 258.37 –5.33 ... 7.81 4.30 ... 74.38 25.35 DraftKings DKNG ... dd 44.89 –3.53 –4.03 –2.28 –1.56 ... Nasdaq Composite Index finished Friday at 13,430—down 2.3% for the week.
26.91 15.66 CollegiumPharm COLL ... 20 22.81 –0.19 .76 ... 4.42 ... 31.98 17.55 DreamFinders DFH ... ... 25.90 –1.64 ... 1.42 1.99 ...
120.30 43.49 ColliersIntl CIGI .1 cc 110.56 –5.99 ... 4.88 5.33 .05 35.56 22.26 DrivenBrands DRVN ... ... 28.13 +0.01 ... .64 .76 ... Monday Tuesday Wednesday Thursday Friday
17.05 9.52 ColonyBankcorp CBAN 2.4 11 16.74 +0.45 1.24 1.90 2.04 .1025 28.33 17.66 Dropbox DBX ... dd 25.38 +0.68 –.62 1.35 1.51 ... 13770
50.68 20.13 ColumbiaBanking COLB 2.5 16 44.00 –0.30 2.17 2.63 2.40 .28 59.40 33.91 DuckCreekTech DCT ... dd 36.54 –2.03 ... .01 .03 ...
18.81 10.27 ColumbiaFin CLBK ... 27 17.98 –0.14 .52 ... .72 ... 18.00 3.34 DuluthHoldings DLTH ... 40 16.63 +0.07 ... .69 .94 ... (Prev Fri's
114.98 59.50 ColumbiaSportswr COLM 1.0 43 105.76 –2.45 1.62 4.39 5.16 .26 32.32 13.50 DyneTherap DYN ... ... 17.47 –1.24 –4.13 –2.29 –2.82 ... Close)
57.06 22.84 ColumbusMcKinn CMCO .4 cc 55.17 +2.79 2.50 1.14 2.46 .06
13565
59.11
83.06
34.85
50.50
Comcast A
CommerceBcshrs
CMCSA
CBSH
1.7
1.3
23
22
58.68
80.12
+0.57
+0.13
...
2.91
...
3.94
...
3.54
.25
.2625 E
13.61 1.51 CommVehicle CVGI ... dd 12.21 –1.14 –1.20 1.21 1.44 ...
18.71 7.56 CommScope COMM ... dd 18.16 –0.22 –3.20 1.93 2.29 ... 3.98 1.29 ECMOHO MOHO ... dd 1.69 –0.19 ... .59 1.02 ...
10.68 2.07 EDAP TMS EDAP ... dd 5.97 –0.72 –.07 .11 ... ...
11.45 3.70 CommsSystems JCS .0 dd 6.70 +0.19 –.02 .15 .15 .02
18.23 11.05 ESSA Bancorp ESSA 3.1 10 15.70 +0.18 1.39 1.55 1.58 .12 13360
47.53 27.72 CmntyTrBcp CTBI 3.4 10 44.90 –0.48 3.35 4.42 3.49 .385
13.44 6.16 CommWestBcshs CWBC 2.3 11 12.08 +0.08 .97 .72 .88 .07 31.99 19.30 EVO Payments EVOP ... dd 28.16 –0.46 –.20 .80 1.00 ...
72.33 34.82 CommVaultSys CVLT ... dd 68.87 +0.72 –.66 2.49 3.05 ... 4.69 2.25 EXFO EXFO ... cc 3.69 –0.03 ... ... ... ...
19.90 6.74 Compugen CGEN ... dd 8.00 +0.42 –.37 –.50 –.68 ... 26.13 15.00 EagleBncpMT EBMT 1.7 7 23.03 +0.06 3.11 2.38 2.50 .0975
36.37 20.52 ComputerPrograms CPSI .0 33 32.36 +1.15 .98 2.47 2.84 .10 51.47 9.75 EagleBulkShip EGLE ... dd 44.07 –4.42 –3.40 8.24 9.26 ... 13155
11.68 3.95 ComputerTask CTG ... 17 9.56 –0.55 .53 .56 .71 ... 55.43 36.48 EaglePharm EGRX ... 39 41.85 +0.20 .87 3.15 4.16 ...
4.50 1.80 comScore SCOR ... dd 3.60 +0.01 –.67 –.01 .03 ... 76.75 32.01 Eargo EAR ... ... 34.48 –6.79 ... –.97 –.65 ...
11.07 1.83 ComSovereign COMS ... dd 2.05 –0.09 –.82 –1.53 –1.11 ... 82.53 30.49 EastWestBncp EWBC 1.7 18 78.07 –0.63 3.97 5.63 5.53 .33 -350.38 -12.43 -357.75 +93.31 +304.99
22.54 11.74 EasternBankshares EBC 1.5 cc 21.68 –0.50 .13 ... ... .08
30.40 12.96 ComtechTel CMTL 1.7 dd 24.10 +0.26 .28 ... ... .10
31.99 15.75 Eastern EML 1.4 23 31.25 +1.11 .86 .91 .98 .11 12950
163.28 80.00 Concentrix CNXC ... ... 155.41 –2.58 3.19 9.01 9.65 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
13.50 3.68 ConcertPharm CNCE ... dd 3.95 –0.06 –2.40 –2.93 –2.75 ... 14.95 2.37 EbangIntl EBON ... ... 2.75 –0.70 ... ... ... ...
7.80 1.73 Conduent CNDT ... dd 7.22 –0.30 –.61 .59 .64 ... 65.11 41.38 eBay EBAY 1.2 15 60.86 +1.08 7.89 3.91 4.57 .18
5.00 2.16 Conifer CNFR ... 36 2.61 –0.43 .06 –.92 ... ... 64.14 16.54 Ebix EBIX 1.1 9 28.53 –1.90 3.02 ... ... .075
23.29 14.27 ConnectBiopharma CNTB ... ... 16.41 +0.88 ... –10.31 –15.18 ... 37.65 15.08 EchoGlobalLog ECHO ... 33 36.18 +0.24 .60 2.17 2.17 ...
28.43 11.31 ConnectOneBncp CNOB 1.6 11 28.04 –0.05 1.79 2.85 2.72 .11 35.33 19.75 EchoStar SATS ... 27 26.66 –0.05 ... .65 .36 ...
23.94 5.27 Conn's CONN ... dd 20.90 –0.45 –.11 1.64 1.98 ... 40.49 21.07 EdgewiseTherap EWTX ... ... 27.70 –1.54 ... –.75 –1.06 ...
9.09
16.69
4.45
10.01
ConsldComm
ConsldWater
CNSL
CWCO
...
2.9
dd
48
9.05
11.70
+0.91
–0.14
.47
.24
.68
.35
.25
.64
...
.085
99.95
20.00
24.47
5.60
EditasMedicine
EducDev
EDIT
EDUC
...
2.6
dd
10
33.22
15.10
–0.89
–2.35
–1.98
1.50
–3.48
.19
–3.64
.21
...
.10
NOTICE TO READERS:
46.00 17.00 ConstellPharm CNST ... dd 20.31 –0.49 –2.81 –3.57 –3.95 ... 129.80
137.49
7.59
47.84
EHang
eHealth
EH
EHTH
...
...
dd
42
21.09
62.77
–2.36
–6.18
...
1.68
2.59
2.91
8.52
4.56
...
...
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36.58 14.08 ConstructionPtrs ROAD ... 44 31.12 +0.17 ... .81 1.06 ...
5.12 2.32 ConsumerPtfo CPSS ... 6 4.21 –0.09 .90 .73 .47 ... 13.99 7.57 EigerBioPharma EIGR ... dd 8.22 –0.32 –2.31 –1.53 –1.73 ...
32.85 7.95 ContextLogic WISH ... ... 9.79 –2.82 ... –.50 –.15 ... 42.36 18.01 89bio ETNB ... dd 21.63 –2.54 –3.08 ... –4.48 ...
130.96 78.55 Copart CPRT ... 42 124.13 –0.43 2.93 3.20 3.61 ... 21.96 12.39 ElPolloLoco LOCO ... 26 17.86 +0.11 .68 .82 .90 ... Please visit the new Market Lab home page on barrons.com under Data.
43.99 23.22 Core-Mark CORE 1.2 29 42.78 +0.05 1.39 2.11 2.39 .13 151.21 110.69 ElbitSystems ESLT 1.3 25 135.40 –2.46 5.38 6.69 7.51 .44
18.80 3.72 CorMedix CRMD ... dd 6.05 –2.46 –.77 –.84 –1.00 ... 3.63 0.77 electroCore ECOR ... dd 1.59 +0.09 –.60 ... ... ... www.barrons.com/market-data/market-lab
55.50 32.99 CornerstoneOnDem CSOD ... dd 42.87 +0.62 –.63 2.29 2.51 ... 150.30 110.15 ElectronicArts EA .5 48 138.62 –3.80 2.87 ... ... .17
51.37 14.09 CorsairGaming CRSR ... 20 31.57 –2.12 1.14 1.74 1.90 ... 6.77 1.34 EloxxPharm ELOX ... dd 1.35 –0.54 –.86 –.72 –.78 ...
58.99 26.66 Cortexyme CRTX ... dd 36.77 –0.33 –2.63 –2.95 –2.95 ... 8.20 2.72 Emcore EMKR ... 40 7.69 +0.41 –.24 .60 .74 ...
121.00 45.08 Corvel CRVL ... 49 116.47 –3.05 2.55 1.31 1.40 ... 58.59 40.32 EnantaPharma ENTA ... dd 51.57 +3.07 –1.81 –3.87 –4.97 ...
- Earnings - - Earnings -
6.88 2.45 CorvusPharm CRVS ... dd 2.50 –0.41 –.20 ... –1.16 ... 49.01 29.21 EncoreCapital ECPG ... 4 43.23 +0.13 6.68 8.90 8.55 ...
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
952.76 634.02 CoStar CSGP ... cc 821.90 –28.77 5.93 11.30 14.56 ... 82.24 41.75 EncoreWire WIRE .1 17 81.32 –0.36 3.68 5.79 5.12 .02
393.15 293.84 Costco COST .8 39 384.42 +0.10 9.02 10.14 11.04 .79 10.89 2.71 EndoIntl ENDP ... 14 5.61 –0.02 .79 ... ... ... High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
26.46 17.04 CountyBancorp ICBK 1.7 11 24.10 +0.88 .79 ... ... .10 22.42 6.69 EnergyRecovery ERII ... 31 17.72 –2.93 .47 .22 .44 ... 28.31 13.56 FirstBusFinSvcs FBIZ 2.6 10 27.31 +0.54 1.97 3.61 ... .18
229.04 37.81 EnphaseEnergy ENPH ... cc 119.78 –3.18 .95 2.01 2.70 ...
377.04
23.96
199.66
7.40
CoupaSoftware
CovenantLogist
COUP
CVLG
...
...
dd
dd
231.04
23.70
–6.80
+0.38
–2.63
...
...
...
...
...
...
... 98.66 36.69 EnsignGroup ENSG .3 26 83.96 –2.38 3.06 ... 3.91 .0525
901.17
31.96
310.27
17.21
FirstCitizBcshA
FstCmntyBcsh
FCNCA
FCBC
.2
3.1
15
13
869.25
31.77
+11.94
+0.96
...
2.02
47.31
2.66
80.78
2.32
.47
.25 G
40.78 10.45 Covetrus CVET ... dd 25.88 –4.12 –.22 .91 1.07 ... 269.12 123.57 EnstarGroup ESGR ... 2 248.14 –8.83 ... 12.50 15.00 ... 22.47 10.84 1stConstBncp FCCY 2.0 10 19.80 +0.90 1.76 ... ... .10
43.17 11.32 Cowen COWN 1.0 4 41.27 +0.95 7.10 9.16 6.09 .10 4.25 1.58 EntasisTherap ETTX ... dd 1.96 +0.05 –2.10 –1.00 –1.10 ... 4.48 2.37 FirstEagleAltCap FCRD 8.9 4 4.47 +0.05 –1.17 .38 .47 .10 14.24 3.04 GBS GBS ... dd 3.10 –0.97 ... ... ... ...
178.82 81.37 CrackerBarrel CBRL .0 78 157.34 –7.09 –1.36 3.79 8.32 1.30 126.41 53.49 Entegris ENTG .3 47 109.45 –5.26 2.16 3.17 3.77 .08 26.62 11.28 FirstFinBncpOH FFBC 3.6 14 25.63 +0.32 1.59 1.73 1.77 .23 15.36 9.00 GCM Grosvenor GCMG 2.3 dd 12.20 –1.20 –.50 .52 .72 .08
539.00 266.74 CreditAcceptance CACC ... 10 421.57 –2.46 23.47 38.15 34.02 ... 36.78 19.81 EnterpriseBncp EBTC 2.1 11 34.50 –1.60 2.64 .90 ... .185 51.60 25.07 FirstFinBkshs FFIN 1.2 33 51.33 +1.36 1.42 1.53 1.44 .15 3.13 0.46 GCMGrosvenorWt GCMGW ... ... 1.75 –0.50 ... ... ... ...
129.90 41.40 Cree CREE ... dd 91.82 –3.86 –1.78 ... ... ... 52.00 23.65 EnterpriseFinSvcs EFSC 1.4 16 50.10 –0.37 2.76 ... ... .18 47.00 30.02 FirstFinIN THFF 2.3 11 45.69 +0.36 3.93 3.77 3.58 .53 116.76 54.55 GDS Holdings GDS ... dd 74.53 +0.14 ... –1.65 –.33 ...
19.95 10.55 CrescentCapBDC CCAP 8.7 4 18.85 +1.22 1.98 ... ... .41 8.88 0.90 EnthusiastGaming EGLX ... dd 6.39 –1.81 –.24 ... ... ... 15.05 8.12 FirstFinNW FFNW 3.1 15 14.10 +0.12 .88 1.00 1.01 .11 37.07 10.81 G1Therapeutics GTHX ... dd 21.91 +1.31 –2.62 ... ... ...
6.85 2.60 Cresud CRESY ... dd 6.70 +0.35 –1.22 .01 ... ... 22.00 6.70 Epizyme EPZM ... dd 9.13 +0.84 –2.29 –2.43 –1.82 ... 25.81 12.12 FirstFoundation FFWM 1.4 12 25.69 +1.37 1.88 2.14 2.22 .09 239.90 39.52 GRAVITY GRVY ... 16 125.15 +15.37 7.65 ... ... ...
27.35 14.88 Cricut CRCT ... ... 24.54 +1.63 ... .86 .98 ... 107.64 64.24 ePlus PLUS ... 19 101.77 –0.54 5.15 ... 6.60 ... 21.29 11.31 FirstGuarBcshs FGBI 3.3 9 19.34 +1.84 ... 1.73 1.92 .16 8.30 5.21 GSI Tech GSIT ... dd 5.91 +0.03 –.91 ... –.33 ...
23.70 11.61 CrineticsPharm CRNX ... dd 16.22 –0.74 –2.42 ... ... ... 4.44 2.73 EpsilonEnergy EPSN ... 29 4.03 +0.09 .03 .32 .50 ... 30.80 13.90 FirstHawaiian FHB 3.6 18 28.75 +0.25 1.43 1.78 ... .26 15.06 7.29 Gaia GAIA ... 51 11.30 +0.16 ... .13 .39 ...
42.50 9.24 Criteo CRTO ... 29 36.19 –3.13 1.19 2.28 2.30 ... 27.05 2.53 Equillium EQ ... dd 5.42 –0.61 –1.46 –1.43 –1.64 ... 41.55 12.49 FirstInternetBncp INBK .7 10 35.73 +1.23 2.99 ... ... .06 17.93 8.75 GainTherap GANX ... ... 9.61 –0.89 –.30 –1.11 –1.81 ...
109.91 21.92 Crocs CROX ... 17 101.98 –6.94 4.56 5.70 ... ... 839.77 586.73 Equinix EQIX 1.6 cc 722.02 +8.57 4.18 ... ... 2.87 51.24 27.14 FirstInterBanc FIBK 3.4 16 47.55 –0.26 ... ... ... .41 227.71 70.77 Galapagos GLPG ... dd 76.18 +1.14 –5.35 –4.12 ... ...
15.83 4.92 Cronos CRON ... dd 7.29 –0.40 –.21 –.57 –.22 ... 31.27 12.97 EquityBcshs EQBK ... dd 30.92 +0.19 –4.97 2.90 2.31 ... 50.65 21.51 FirstMerchants FRME 2.4 16 47.38 –0.65 2.74 3.50 3.45 .29 17.99 4.80 Galecto GLTO ... dd 4.86 –0.53 ... –2.31 –2.13 ...
17.39 4.77 CrossCtyHlthcr CCRN ... 72 15.95 –0.95 –.36 1.17 .63 ... 266.77 158.00 ErieIndemnity A ERIE 2.0 24 203.83 –6.50 5.61 ... 6.36 1.035 45.00 22.21 FirstMidBcshs FMBH 1.9 19 43.75 –0.14 2.70 2.77 3.52 .205 15.00 5.87 GaleraTherap GRTX ... dd 7.79 +1.71 –2.98 –2.81 –2.39 ...
15.67 7.96 CrossFirstBkshs CFB ... 38 14.94 +0.06 .24 1.03 1.09 ... 13.95 5.00 ErytechPharma ERYP ... dd 6.87 –0.16 –4.55 –3.26 –1.94 ... 24.28 10.38 FirstMidwestBncp FMBI 2.6 21 21.47 +0.17 .87 1.49 ... .14 15.00 3.86 GamidaCell GMDA ... dd 6.49 –0.34 –1.66 –1.68 –1.50 ...
251.28 71.51 CrowdStrike CRWD ... dd 190.64 +1.46 ... .29 ... ... 24.05 8.50 Escalade ESCA 2.4 11 23.79 +1.08 1.82 1.60 1.26 .14 18.74 9.45 FirstNWBncp FNWB 1.4 13 17.04 +0.41 1.10 ... ... .06 47.50 25.60 Gaming&Leisure GLPI 5.7 19 45.98 –1.13 2.30 2.24 2.37 .65
59.85 27.01 CullinanOncology CGEM ... ... 27.66 –2.20 ... –1.55 –1.90 ... 53.73 18.01 EsperionTherap ESPR ... dd 22.88 +0.59 –5.23 –10.49 –5.13 ... 112.50 38.59 FirstSolar FSLR ... 15 72.58 –2.04 3.73 4.42 3.27 ... 145.20 76.51 Garmin GRMN 1.7 26 140.39 –3.17 5.17 5.45 6.03 .61
3.94 2.58 CumberlandPharm CPIX ... dd 2.77 +0.11 –.22 –.18 –.25 ... 10.30 4.33 EtonPharm ETON ... dd 8.25 +0.34 –1.33 .25 ... ... 50.38 27.74 1stSource SRCE 2.4 14 49.04 +0.06 3.17 ... 3.54 .30 7.65 1.30 GarrettMotion GTX ... dd 6.09 +0.41 15.86 3.53 3.84 ...
11.75 3.05 CumulusMedia CMLS ... dd 9.87 –0.83 ... –.71 1.62 ... 251.86 69.35 Etsy ETSY ... 46 163.11 –2.40 2.69 ... ... ... 20.48 10.74 FirstUnited FUNC 3.3 8 18.42 +0.46 1.97 .66 –.07 .15 19.09 8.10 GeminiTherap GMTX ... ... 9.61 –2.37 ... –1.61 –1.84 ...
151.80 36.15 CureVac CVAC ... ... 109.99 +9.59 –1.12 1.01 ... ... 167.71 78.87 EuronetWorldwide EEFT ... dd 145.91 +4.16 –.06 4.90 8.42 ... 15.75 10.48 GencorIndustries GENC ... 41 12.73 +1.23 ... .23 .27 ...
31.72 11.95 FirstWesternFin MYFW ... 7 26.90 +0.16 3.08 ... ... ...
17.40 0.73 Curis CRIS ... dd 13.57 +3.32 –.61 ... –.43 ... 19.93 3.55 EveloBiosci EVLO ... dd 10.88 +1.34 –2.37 ... ... ... 77.40 51.15 FirstCash FCFS 1.6 30 77.07 +1.47 2.56 3.18 3.72 .30
19.30 4.94 GeneralFin GFN ... 28 18.96 ... .14 .66 .65 ...
38.80 11.03 Cutera CUTR ... dd 29.81 –2.08 –1.43 –.01 .28 ... 8.30 0.61 Ever-Glory EVK ... 9 2.01 –0.30 .22 ... ... ... 55.72 17.00 GenerationBio GBIO ... dd 31.74 –0.62 –2.95 –1.84 –1.82 ...
178.98 100.17 Everbridge EVBG ... dd 115.04 +0.70 –2.70 –.19 .03 ... 7.37 2.98 FirsthandTechVal SVVC ... dd 6.07 –0.46 –3.31 .50 .75 ... 31.54 9.03 Genetron GTH ... dd 18.92 –0.74 –7.37 –.30 –.22 ...
169.70 92.61 CyberArkSoftware CYBR ... dd 121.50 +1.27 –.15 .52 .50 ... 177.04 78.08 FirstService FSV .5 66 156.20 –7.42 2.02 ... 4.25 .1825
43.48 20.81 CyberOptics CYBE ... 35 29.28 +0.53 .77 .98 1.22 ... 63.44 28.80 EverQuote EVER ... dd 29.65 –2.25 ... –.26 –.01 ... 7.19 3.63 Genfit GNFT ... dd 4.09 –0.15 –2.96 –1.95 –1.20 ...
9.01 4.30 EverspinTech MRAM ... dd 5.11 –0.11 –.45 ... –.04 ... 127.34 92.15 Fiserv FISV ... 89 114.41 –3.24 1.40 ... ... ... 44.83 27.93 Genmab GMAB ... 29 37.08 –0.32 1.12 ... ... ...
8.96 2.08 CyclerionTherap CYCN ... dd 2.94 +0.18 –2.56 –1.31 –1.00 ... 205.28 83.58 FiveBelow FIVE ... 84 184.25 –12.25 2.20 4.21 ... ...
9.06 3.16 CymaBayTherap CBAY ... dd 4.30 +0.13 –.74 ... ... ... 10.24 0.94 Evogene EVGN ... dd 3.48 –0.30 –.83 –.72 –.58 ... 37.75 23.80 Gentex GNTX 1.4 23 34.85 –1.46 1.41 2.00 2.32 .12
17.38 2.85 Evolus EOLS ... dd 9.06 –0.08 –4.83 –.91 –.37 ... 201.75 92.50 Five9 FIVN ... dd 164.50 –5.64 –.66 .90 1.17 ... 81.98 36.68 Gentherm THRM ... 30 72.65 –0.70 1.81 3.51 4.18 ...
86.77 61.64 CyrusOne CONE 2.9 cc 69.59 –0.48 .35 .20 ... .51 26.65 23.00 FiveStarBncp FSBC ... ... 24.92 +0.02 ... ... ... ...
30.14 14.71 Cytokinetics CYTK ... dd 25.93 +1.70 –1.97 ... ... ... 24.67 10.29 Exagen XGN ... dd 12.49 –2.84 –1.32 –1.79 ... ... 12.40 5.02 GeospaceTech GEOS ... dd 8.00 +0.23 –1.42 –1.54 –.79 ...
27.35 18.18 Exelixis EXEL ... cc 25.56 +0.45 .35 ... ... ... 20.04 8.98 Flex FLEX ... 14 17.52 –1.17 1.21 1.67 1.84 ... 51.11 25.63 GermanAmerBncp GABC 2.1 16 40.93 –1.51 2.34 2.68 2.51 .21
10.05 6.25 CytomXTherap CTMX ... dd 8.16 –0.39 –.71 –1.32 –1.67 ... 14.39 6.71 FlexionTherap FLXN ... dd 8.24 +0.91 –2.53 –1.93 –.88 ...
46.37 33.97 Exelon EXC 3.4 40 45.09 +0.41 2.01 ... 2.95 .3825 2.40 1.22 Geron GERN ... dd 1.43 +0.10 –.28 ... –.35 ...
100.06 50.28 8.00 Flexsteel FLXS 1.4 dd 43.42 –5.45 –3.37 3.27 3.28 .15
D 66.48
53.05
7.20
ExlService
ExOne
EXLS
XONE
...
...
34
dd
98.79
19.22
+0.86
–1.27
2.59
–.86
4.18
–.75
4.43
–.48
...
... 60.66 33.39 FlirSystems FLIR 1.2 32 57.34 –1.91 1.60 2.32 2.51 .17
103.02
34.86
37.56
8.30
GibraltarInds
GIIIApparel
ROCK
GIII
...
...
40
71
79.65
32.81
–4.14
–1.68
1.96
.48
3.39
2.37
4.05
2.80
...
...
90.00 4.14 eXpWorld EXPI ... cc 26.60 –1.58 .21 .46 .79 ... 8.50 1.60 Fluent FLNT ... dd 2.81 –0.63 .03 .07 ... ... 22.69 4.80 GilatSatellite GILT 11.3 12 8.75 –0.91 .63 .16 .17 .63
7.38 1.35 DBV Tech DBVT ... dd 6.29 –0.18 –1.48 –1.66 –1.44 ... 187.93 62.86 Expedia EXPE ... dd 171.80 –1.66 –19.00 ... ... ... 12.45 3.33 Fluidigm FLDM ... dd 5.46 +0.33 –.74 ... ... ... 79.31 56.56 GileadSciences GILD 4.1 cc 68.53 +1.99 .10 ... 6.72 .71
3.74 1.00 DIRTT Envl DRTT ... dd 3.23 –0.16 –.13 –.32 –.11 ... 121.04 71.09 ExpeditorsIntl EXPD 1.0 24 119.61 +0.94 4.07 5.60 5.12 .58 25.22 9.21 FlushingFin FFIC 3.5 13 23.86 –0.49 1.18 2.42 2.35 .21 67.35 30.05 GlacierBancorp GBCI 2.0 19 61.79 +0.67 2.81 2.88 2.67 .31
47.05 24.15 DISH Network DISH ... 12 45.82 –0.71 ... ... 2.71 ... 102.42 62.00 Exponent EXPO .8 58 94.83 –1.25 1.55 1.74 1.92 .20 56.56 21.09 FocusFinPtrs FOCS ... cc 47.13 –1.29 .57 3.69 4.04 ... 11.13 6.08 GladstoneCap GLAD 7.3 6 10.63 –0.36 –.06 .79 .79 .065
70.00 24.04 DMC Global BOOM ... dd 53.80 –1.87 –.10 .75 1.90 ... 20.09 10.45 ExtendedStayAmer STAY 1.8 ... 19.63 –0.12 ... .62 .81 .09 28.27 9.57 FoghornTherap FHTX ... dd 9.68 –0.18 ... –2.49 –2.49 ... 21.64 14.11 GladstoneComm GOOD 7.2 cc 20.88 –0.42 .09 –.01 .03 .1252
18.77 12.42 DSP Group DSPG ... dd 14.94 +0.48 –.29 .27 .39 ... 49.46 18.00 ExtractionOil XOG ... dd 47.03 +3.59 –9.34 5.40 4.35 ... 56.33 22.51 FormaTherap FMTX ... dd 26.75 +1.23 –3.22 –3.19 ... ... 14.48 8.16 GladstoneInvt GAIN 6.3 10 13.41 –0.40 1.28 ... .83 .07
35.98 12.96 DXP Ents DXPE ... dd 31.51 –0.76 –1.62 .79 1.93 ... 12.06 2.85 ExtremeNetworks EXTR ... dd 10.14 –1.28 –1.06 ... .75 ... 52.39 22.37 FormFactor FORM ... 33 33.80 –4.89 .99 1.49 1.76 ... 24.20 12.93 GladstoneLand LAND 2.2 dd 24.02 +1.73 –.20 –.22 –.15 .045
61.27 14.60 DadaNexus DADA ... dd 21.97 –1.37 –1.81 ... ... ... 15.06 3.51 EyePointPharm EYPT ... dd 8.87 –0.87 –3.54 –1.81 –1.49 ... 99.06 67.70 FormulaSys FORTY 1.0 29 87.30 –4.10 3.07 2.40 3.34 .4781 76.47 34.65 GlbBloodTherap GBT ... dd 36.18 –2.44 –4.04 –4.51 ... ...
7.23 3.72 Daktronics DAKT ... 30 6.47 –0.02 .01 .26 .29 ... 6.97 4.34 Ezcorp EZPW ... dd 6.95 +0.46 ... .22 ... ... 47.44 27.14 ForresterResearch FORR ... 59 45.27 –0.96 .53 ... ... ... 27.40 24.22 Global-EOnline GLBE ... ... 26.76 +1.76 41.50 ... ... ...
119.43 62.50 Datadog DDOG ... dd 82.51 +5.22 –.08 .16 .30 ... 23.95 7.61 Forterra FRTA ... 16 23.36 –0.04 .94 1.44 1.78 ... 31.86 17.01 GlobalIndemnity GBLI .7 15 28.90 –0.61 ... 3.00 3.50 .25
212.67 106.75 Fortinet FTNT ... 70 205.86 –5.91 2.91 3.74 ... ...
51.73
7.45
9.55
0.58
Dave&Buster's
DAVIDsTEA
PLAY
DTEA
...
...
dd
dd
44.01
3.44
–0.84
–0.31
–4.75
–1.60
.26
...
2.13
...
...
... F 100.93 42.39 ForwardAir FWRD .9 cc 97.72 –2.76 .84 3.63 4.47 .21
18.15
5.19
9.75
2.11
GlobalWaterRscs
GlycoMimetics
GWRS
GLYC
1.7
...
cc
dd
17.02
2.41
+0.44
+0.13
.05
–1.12
.11
–1.24
.18
–1.31
.0243
...
4.47 1.26 DawsonGeophys DWSN ... dd 2.40 ... –.56 –1.06 –.49 ... 28.60 2.69 Fossil FOSL ... dd 12.16 –0.09 –1.88 ... ... ... 17.23 1.65 Gogo GOGO ... dd 12.00 +0.84 –3.04 .08 .53 ...
24.39 6.18 DecibelTherap DBTX ... ... 7.06 –0.84 ... –1.80 –.88 ... 97.88 49.34 FARO Tech FARO ... cc 73.20 +2.11 .04 .95 2.09 ... 19.47 10.02 FosterLB FSTR ... 10 17.90 +1.11 .72 .74 1.08 ... 26.25 9.82 GoHealth GOCO ... dd 11.44 –0.56 ... .76 1.17 ...
68.40 31.77 DecipheraPharm DCPH ... dd 34.59 +0.26 –4.78 –4.44 –3.21 ... 216.15 116.79 F5Networks FFIV ... 40 181.27 –3.01 5.01 10.25 11.68 ... 55.11 25.72 4D Molecular FDMT ... ... 26.50 –6.30 ... –2.88 –3.53 ... 15.12 5.39 GolarLNG GLNG ... dd 11.62 +0.17 –2.82 –.18 .16 ...
93.94 21.41 DenaliTherap DNLI ... cc 53.90 –0.40 .63 –1.86 –2.23 ... 8.10 2.80 FGFinancial FGF ... dd 6.71 –0.68 –4.15 ... ... ... 15.50 10.20 4Dpharma LBPS ... dd 10.56 –0.71 –2.34 –1.39 –1.35 ... 44.28 7.49 GoldenEnt GDEN ... dd 41.21 –0.70 –4.87 .10 .68 ...
69.54 37.14 DentsplySirona XRAY .6 86 67.83 –0.64 –.38 2.85 3.20 .10 58.70 37.85 FRP Holdings FRPH ... 14 58.60 +0.85 1.32 .42 1.10 ... 1.76 0.76 4DpharmaWt LBPSW ... ... .83 –0.10 ... ... ... ... 27.18 9.85 GoldenNugget GNOG ... dd 11.33 –1.83 ... –.50 –.50 ...
66.71 42.79 Descartes DSGX ... 95 58.22 –3.06 .62 ... ... ... 15.46 7.79 FTC Solar FTCI ... ... 8.38 –4.02 ... ... ... ... 44.80 23.93 FoxA FOXA 1.2 11 37.26 –1.06 ... 2.76 ... .23 9.68 2.99 GoldenOcean GOGL ... dd 8.88 –0.41 –.96 .74 1.31 ...
50.50 18.55 DesignTherap DSGN ... ... 22.99 –5.06 ... –.81 –1.11 ... 331.81 204.12 Facebook FB ... 27 315.94 –3.14 ... ... ... ... 42.14 24.03 FoxB FOX 1.3 11 36.27 –0.90 ... 2.78 ... .23 15.80 10.59 GolubCapital GBDC 7.7 6 15.15 –0.31 .37 1.17 1.18 .29
4.05 2.21 Deswell DSWL 2.3 dd 3.87 –0.10 –.08 .58 .71 .09 129.04 3.10 FangddNetwork DUO ... dd 3.13 –0.73 ... –.05 .02 ... 166.88 52.74 FoxFactory FOXF ... 55 156.53 –3.77 2.22 ... ... ... 64.22 26.66 GoodRx GDRX ... dd 30.97 –3.77 ... .36 .55 ...
456.23 305.63 DexCom DXCM ... 66 333.25 –25.49 5.06 ... 3.36 ... 22.91 11.79 Fanhua FANH 7.1 19 13.71 +0.35 .72 8.85 10.55 .25 41.50 13.17 Franchise FRG 4.2 dd 35.95 –0.46 .70 3.37 ... .375 20.25 6.21 Goodyear GT ... dd 19.96 +0.29 –5.35 1.03 1.78 ...
179.35 98.60 DiamondHillInvt DHIL 2.2 11 177.90 –0.53 12.03 5.58 8.01 1.00 11.68 3.40 FarmerBros FARM ... dd 10.39 +1.11 –2.19 ... –.52 ... 87.70 44.49 FranklinElec FELE .8 35 86.98 +0.07 2.14 2.95 3.11 .175 174.80 56.00 GooseheadIns GSHD .0 cc 83.57 –21.12 .51 .74 1.30 1.1495
88.75 23.63 DiamondbkEner FANG 2.0 dd 78.70 –5.51 –28.59 8.21 10.45 .40 54.32 38.05 Fastenal FAST 2.1 36 53.90 +0.65 1.49 1.55 1.71 .28 21.69 8.31 FreelineTherap FRLN ... dd 8.75 –0.85 –6.86 ... ... ... 13.79 3.40 GoPro GPRO ... dd 9.86 –0.94 ... ... ... ...
32.67 16.50 DicernaPharma DRNA ... dd 26.22 +0.45 –1.52 –1.14 –1.65 ... 121.16 26.23 FateTherap FATE ... dd 76.70 +0.21 –2.10 –2.10 –2.49 ... 8.63 0.93 FreightCarAmer RAIL ... dd 6.44 +0.05 –6.29 –.84 –.35 ... 15.42 7.63 GossamerBio GOSS ... dd 8.63 +0.32 –3.55 –3.12 –2.98 ...
25.61 9.99 DigiIntl DGII ... 63 18.17 +0.30 .28 .27 .57 ... 13.67 3.93 FedNat FNHC 7.7 dd 4.67 +0.21 –5.64 –1.89 .58 .09 13.06 7.41 FrequencyElec FEIM ... dd 9.30 –0.64 –1.10 .70 .91 ... 33.70 9.75 GracellBiotech GRCL ... ... 11.05 –0.45 –2.01 –.94 –1.39 ...
58.74 11.77 Digimarc DMRC ... dd 30.40 –0.21 –3.41 ... –1.96 ... 57.21 18.12 FibroGen FGEN ... dd 21.56 +1.33 –2.11 –1.17 –1.92 ... 58.37 7.34 FrequencyTherap FREQ ... dd 8.66 –1.74 –.82 –.91 –1.35 ... 115.96 75.64 GrandCanyonEduc LOPE ... 17 95.63 +1.13 5.45 6.18 6.80 ...
35.06 16.51 DimeCommBcshs DCOM 2.8 36 34.73 +0.13 2.11 3.41 3.46 .24 70.97 31.86 FidelityD&D FDBC 2.1 17 55.92 –0.58 2.82 ... ... .30 186.98 69.00 Freshpet FRPT ... dd 171.79 –4.76 –.08 .14 .75 ... 37.88 3.43 GraybugVision GRAY ... ... 3.62 –0.76 ... –1.87 –1.58 ...
91.02 42.45 Diodes DIOD ... 30 71.53 –3.03 1.88 ... ... ... 18.52 5.36 FiestaRestaurant FRGI ... dd 13.53 –0.39 –.40 .15 .28 ... 58.94 38.46 frontdoor FTDR ... 42 51.71 –0.96 1.31 ... 2.02 ... 5.53 2.50 GreatElmCap GECC 12.4 3 3.23 –0.05 –2.40 .29 .40 .10
150.72 26.00 DiscoveryB DISCB ... 48 70.44 –5.84 ... ... 3.08 ... 43.06 15.81 FifthThirdBncp FITB 2.5 16 42.64 +0.29 1.83 3.39 3.26 .27 30.30 23.91 FrontierComms FYBR ... dd 24.75 –1.16 –3.85 1.52 .23 ... 4.85 1.76 GreatElm GEG ... dd 2.02 –0.48 –.51 ... ... ...
78.14 19.07 DiscoveryA DISCA ... 24 35.65 –1.91 ... ... 3.08 ... 80.50 57.00 51job JOBS ... 31 71.89 +1.39 2.37 ... ... ... 22.00 18.26 Frontier ULCC ... ... 20.20 –0.42 ... –.95 1.09 ... 16.28 7.75 GreatLakesDredge GLDD ... 24 14.60 +0.40 1.00 .96 1.10 ...
66.70 17.21 DiscoveryC DISCK ... 21 30.74 –1.88 ... ... 3.08 ... 33.00 13.68 FinInstitutions FISI 3.3 9 32.59 –0.01 2.30 3.66 3.12 .27 29.44 1.58 FuelCell FCEL ... dd 7.75 –0.43 –.42 –.28 –.17 ... 60.55 33.19 GreatSouthernBncp GSBC 2.4 13 57.52 –0.41 4.21 ... 4.65 .34
18.33 13.50 Diversey DSEY ... ... 17.02 –0.69 ... .55 .70 ... 22.50 11.56 FinchTherap FNCH ... ... 12.04 –0.62 ... –1.22 –1.47 ... 22.39 7.01 FulcrumTherap FULC ... dd 9.84 –0.64 –2.79 –2.76 –2.91 ... 32.57 6.01 GreenPlains GPRE ... dd 26.75 –5.22 –3.14 –.50 .93 ...
7.28 2.47 DiversifiedHlthcr DHC 1.1 dd 3.64 –0.31 –.59 –.90 ... .01 25.53 11.10 FireEye FEYE ... dd 20.55 +1.24 –.95 .40 .45 ... 189.89 14.26 FulgentGenetics FLGT ... 5 70.34 –4.30 8.91 12.59 3.50 ... 13.74 4.78 GreenPlainsPtrs GPP 4.0 7 11.94 –0.12 1.74 1.93 2.25 .12
6.00 0.65 DixieGroup DXYN ... dd 3.14 –0.15 ... .10 .30 ... 48.83 19.60 FirstBancorpNC FBNC 1.8 14 44.98 –0.47 2.81 3.56 ... .20 18.41 8.89 FultonFin FULT 3.2 13 17.77 +0.19 1.08 1.37 ... .14 8.73 1.83 Greenlane GNLN ... dd 3.61 –0.54 –1.22 –.15 –.05 ...
68.00 14.91 Docebo DCBO ... dd 47.98 –1.42 –.26 –.28 –.05 ... 30.50 18.13 FirstBancorp FNLC 4.2 11 29.53 –0.58 2.48 1.00 1.00 .31 25.52 4.15 Funko FNKO ... 64 24.67 –0.78 .11 1.10 1.29 ... 9.71 6.05 GreenlightCapRe GLRE ... 7 9.58 +0.64 ... 1.20 1.60 ...
290.23 118.21 DocuSign DOCU ... dd 187.08 –8.20 –1.31 1.31 1.88 ... 40.46 16.87 FirstBancshares FBMS 1.4 14 39.34 –0.68 2.52 2.98 2.81 .14 48.50 9.48 FusionFuelGreen HTOO ... dd 11.06 +0.05 –.46 –.46 –.60 ... 7.40 3.34 GreenSky GSKY ... 25 5.90 –0.64 .14 .15 .47 ...
4.85 1.00 Dogness DOGZ ... dd 1.67 +0.11 ... .04 .25 ... 14.41 6.05 FirstBank FRBA .9 11 13.88 +0.52 .97 ... 1.44 .03 19.00 8.09 FusionPharm FUSN ... dd 8.18 –0.68 –3.62 ... –1.86 ... 20.98 14.81 Grifols GRFS 1.6 18 18.74 +0.51 ... 1.21 1.45 .0097
120.37 74.65 DollarTree DLTR ... 20 111.23 –5.02 5.65 6.21 6.93 ... 26.88 14.79 FirstBusey BUSE 3.6 11 25.47 –0.33 1.83 ... ... .23 204.25 12.66 Futu FUTU ... 93 118.89 –11.11 ... 22.92 35.25 ... 8.86 2.20 GrindrodShipping GRIN ... dd 7.51 –1.15 –2.05 –.42 .20 ...
M20 BARRON’S May 17, 2021

Nasdaq Issues
- Earnings - - Earnings - - Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
35.20 2.54 Gritstone GRTS ... dd 8.64 –0.69 –2.79 –1.90 –2.77 ... 15.89 13.50 ImpelNeuro IMPL ... ... 13.62 –1.41 ... ... ... ... 87.29 37.68 KrystalBiotech KRYS ... dd 67.93 –2.85 –1.71 –3.41 –3.36 ... 20.04 6.04 MarinusPharma MRNS ... dd 16.18 +2.09 –2.80 –1.95 –2.07 ...
48.87 31.81 GroceryOutlet GO ... 31 34.75 –7.49 1.08 ... ... ... 79.05 21.81 Impinj PI ... dd 46.81 –4.77 –2.28 ... ... ... 61.24 20.10 Kulicke&Soffa KLIC 1.2 20 46.82 –3.87 .83 4.65 3.80 .14 3.77 1.32 MarkerTherap MRKR ... dd 2.24 –0.11 –.61 –.52 –.49 ...
64.69 14.95 Groupon GRPN ... dd 46.24 –3.52 –10.07 1.07 3.76 ... 127.42 39.55 InariMedical NARI ... cc 80.94 –15.29 .27 .34 .44 ... 43.00 14.21 KuraOncology KURA ... dd 25.11 –1.04 –1.69 –2.03 –2.23 ... 606.45 431.19 MarketAxess MKTX .6 57 456.30 +19.13 7.85 8.12 9.17 .66
60.53 27.85 GrAeroportuario OMAB ... 31 52.26 +2.00 ... 47.17 67.41 ... 110.37 75.52 Incyte INCY ... 38 82.62 –0.12 –1.36 2.04 3.51 ... 38.98 10.00 KuraSushiUSA KRUS ... dd 34.11 –1.57 –2.08 –2.41 –.31 ... 22.90 6.55 MarlinBusSvcs MRLN 2.5 14 22.49 +0.16 .03 2.60 2.62 .14
41.28 20.56 GuarantyBcshrs GNTY 1.8 15 39.90 –0.32 2.24 3.15 2.70 .20 99.85 49.25 IndependentBank INDB 2.4 19 80.19 +0.20 3.64 4.34 4.85 .48 91.92 25.43 KymeraTherap KYMR ... dd 45.52 +1.47 –3.15 –.78 –1.50 ... 159.98 77.36 Marriott MAR ... dd 143.29 –3.40 –.82 ... 4.72 ...
26.99 13.35 GuarFedBcsh GFED 2.5 15 24.10 –1.27 1.57 1.78 ... .15 24.73 11.42 IndepBankMI IBCP 3.5 7 23.73 +0.07 2.53 ... 2.11 .21 20.13 15.13 MartenTransport MRTN .9 20 17.67 –0.04 .84 1.01 ... .04
181.07
4.70
74.31
2.67
GuardantHealth
GulfIslandFab
GH
GIFI
...
...
dd
dd
112.84
4.31
–22.55
+0.07
–2.60
–1.79
–3.34
–.34
–2.60 ...
–.15 ...
80.71
26.20
26.93
15.60
IndependentBank
IndLogistics
IBTX
ILPT
1.7
5.3
15
18
75.47
24.81
–1.88
–0.30
4.67
1.26
4.94
1.21
5.01
1.73
.32
.33 L 3.42
55.70
1.03
25.44
MartinMidstream
MarvellTech
MMLP
MRVL
.7
.6
dd
dd
2.81
43.36
+0.48
–2.60
–.17
–.41
–.32
1.35
–.08
1.78
.005
.06
7.09 3.80 Gulf Resources GURE ... dd 6.45 –0.27 –.87 9.00 9.85 ... 11.51 4.04 Infinera INFN ... dd 8.66 –0.14 –1.10 .01 .36 ... 284.86 203.81 Masimo MASI ... 56 219.92 –4.24 4.14 ... 4.36 ...
5.98 0.78 InfinityPharm INFI ... dd 2.72 –0.43 –.68 –.56 ... ... 17.20 9.76 LavaTherap LVTX ... dd 12.93 +1.13 ... –1.01 –1.46 ... 33.00 9.97 MasterCraftBoat MCFT ... 17 32.65 +2.90 –1.28 3.11 3.51 ...
188.00 66.64 LGI Homes LGIH ... 12 175.83 –7.53 12.76 ... 15.20 ...
H 9.70
5.84
2.66
1.70
InflaRx
InfoSvcsGrp
IFRX
III
...
2.2
dd
37
2.79
5.43
–0.83
+0.55
–1.44
.06
–.74
.15
–.77
.18
...
.03 236.81 142.43 LHC Group LHCG ... 48 188.59 –12.73 3.56 6.30 6.82 ...
174.68
87.40
87.56
19.08
MatchGroup
Materialise
MTCH
MTLS
...
...
78
dd
142.19
25.61
–4.00
–1.18
.49
–.15
...
–.06
2.91
.12
...
...
67.60 34.92 InglesMarkets IMKTA 1.1 6 62.55 –3.16 8.82 4.30 4.70 .165 50.78 22.97 LKQ LKQ ... 20 50.68 +0.90 2.09 3.15 3.37 ... 16.32 7.12 MatrixService MTRX ... dd 12.44 –1.43 –1.24 –.78 .61 ...
41.85 12.90 H&E Equipment HEES 2.8 cc 38.61 –1.36 –.91 1.51 2.20 .275 50.97 14.27 Inhibrx INBX ... dd 16.71 +0.92 –3.01 ... ... ... 159.74 60.60 LPL Financial LPLA .7 27 149.97 –6.03 5.86 7.43 ... .25 23.31 7.92 Mattel MAT ... 33 20.67 –1.18 .36 .89 1.17 ...
18.78 10.40 HBT Finl HBT 3.2 11 18.50 +0.21 1.34 1.77 1.48 .15 92.38 23.00 InMode INMD ... 33 74.08 –2.99 2.08 2.74 2.98 ... 11.22 5.33 LSI Inds LYTS 2.4 31 8.18 +0.32 .36 .27 .44 .05 43.75 17.01 MatthewsIntl MATW 2.1 cc 41.30 –0.91 –2.79 3.07 3.15 .215
20.75 13.06 HMN Fin HMNF ... 8 20.51 –0.06 2.22 .78 3.10 ... 7.59 3.55 InnatePharma IPHA ... dd 4.02 +0.07 –.92 –.93 –.66 ... 16.00 10.60 LakeShoreBancorp LSBK 3.6 15 14.25 –0.73 .77 .36 ... .13 57.97 11.78 MaxeonSolar MAXN ... dd 15.59 –0.90 –5.82 ... ... ...
18.09 8.10 Hookipa HOOK ... dd 17.56 +2.46 ... –2.23 –2.58 ... 9.49 0.98 Innodata INOD ... cc 6.25 –0.46 .02 –.07 –.05 ... 18.95 9.32 LakelandBcp LBAI 2.9 14 18.86 +0.14 1.13 1.67 1.59 .135 98.48 51.65 MaximIntProducts MXIM .0 32 92.85 –3.73 2.41 ... ... .48
37.00 19.77 Hutchmed HCM ... ... 25.81 –0.42 –.90 –1.48 –1.17 ... 107.73 61.48 Innospec IOSP 1.1 cc 101.00 –1.54 1.16 4.17 4.90 .57 77.05 36.13 LakelandFin LKFN 2.2 18 63.15 –1.71 3.30 3.44 3.34 .34 26.32 14.80 McAfee MCFE 1.7 dd 23.75 +0.84 ... 1.29 1.48 .115
18.94 11.05 HackettGroup HCKT 2.3 95 17.28 +0.49 .17 1.10 1.21 .10 27.18 20.86 InnovAge INNV ... dd 21.89 –3.76 .19 –.21 .22 ... 47.95 12.89 LakelandInd LAKE ... 6 26.02 –0.81 4.31 ... 2.00 ... 86.76 48.50 McGrathRent MGRC 2.0 21 86.08 +3.12 4.16 4.23 4.66 .435
67.55 37.84 HailiangEduc HLG ... 23 46.98 –1.92 2.05 2.65 3.18 ... 8.24 4.67 InnovSolSuprt ISSC .0 32 6.16 +0.08 .19 .44 .11 .50 669.00 248.81 LamResearch LRCX .9 25 602.99 –27.55 15.10 ... ... 1.30 9.21 1.90 MedallionFin MFIN ... dd 8.72 –0.30 –1.42 ... 1.62 ...
46.02 28.65 HainCelestial HAIN ... cc 40.67 +0.11 –.77 1.42 1.63 ... 15.62 9.21 Innoviva INVA ... 6 12.87 +1.14 2.02 1.69 1.64 ... 107.47 57.59 LamarAdv LAMR 2.9 43 102.28 –3.70 ... 3.17 3.70 .75 13.25 3.87 MediciNova MNOV ... dd 4.16 +0.06 –.31 –.19 –.50 ...
6.64 2.28 HallmarkFin HALL ... dd 4.22 +0.33 –5.05 .08 .55 ... 69.00 26.57 Inogen INGN ... dd 66.08 –0.53 –.27 –.38 –.24 ... 193.66 142.10 LancasterColony LANC 1.6 37 190.02 +1.00 4.97 5.97 6.25 .75 6.07 1.77 MediWound MDWD ... dd 3.91 –0.56 –.34 ... ... ...
56.40 22.11 HalozymeTherap HALO ... 38 43.03 –4.54 .91 1.40 2.46 ... 31.26 15.65 Inovalon INOV ... cc 30.71 –0.21 ... .75 ... ... 12.56 7.48 Landec LNDC ... dd 12.17 –0.35 –1.31 ... ... ... 196.12 80.02 Medpace MEDP ... 39 164.68 –0.60 3.84 4.38 5.07 ...
97.48 59.64 HamiltonLane HLNE 1.4 37 89.55 –1.80 2.15 2.53 2.48 .3125 33.79 5.81 InovioPharma INO ... dd 6.55 –0.30 –1.07 ... ... ... 28.50 17.84 LandmarkBncp LARK 3.1 6 25.75 +1.80 4.10 .91 .92 .20 18.45 11.35 MeiraGTx MGTX ... dd 13.00 –0.94 –1.54 –2.02 –1.94 ...
50.28 16.16 HancockWhitney HWC 2.2 26 50.02 +0.42 –.54 ... 4.28 .27 31.65 14.51 InozymePharma INZY ... dd 15.84 –0.30 –5.11 ... –2.57 ... 13.50 8.66 LandmarkInfrPtrs LMRK 6.7 37 11.92 –0.07 .65 .26 .18 .20 23.65 14.18 MelcoResorts MLCO ... dd 17.64 –0.57 –2.65 –.70 .59 ...
22.29 7.45 HanmiFinancial HAFC 2.2 12 21.60 +0.10 1.38 ... ... .12 21.93 7.13 Inseego INSG ... dd 7.71 –0.61 –1.19 –.26 –.07 ... 16.99 8.82 LandosBio LABP ... ... 11.65 +1.19 ... –1.69 –2.73 ... 2020.00 764.27 MercadoLibre MELI ... dd 1323.10 –158.16 –.08 .89 5.96 ...
15.14 7.23 HarborOneBncp HONE 1.3 13 14.82 +0.57 .82 1.21 1.07 .05 104.60 44.15 InsightEnt NSIT ... 20 100.70 +0.63 1.18 6.72 7.50 ... 182.63 102.12 LandstarSystem LSTR .5 29 175.12 –3.18 4.98 ... ... .21 34.47 17.09 MercantileBank MBWM 3.5 11 32.97 ... 2.71 3.07 2.53 .29
9.20 4.50 Harmonic HLIT ... dd 6.98 –0.27 –.30 .19 .41 ... 45.44 23.46 Insmed INSM ... dd 26.23 –6.35 –3.01 –3.14 –2.56 ... 24.26 10.52 Lantheus LNTH ... dd 21.12 –0.85 –.25 ... .90 ... 18.14 5.77 MercerIntl MERC 1.7 dd 15.26 –0.65 –.26 1.92 1.99 .065
52.74 25.46 HarmonyBio HRMY ... dd 27.88 +0.16 ... ... ... ... 29.49 14.42 InstilBio TIL ... ... 18.00 –0.95 ... –.95 –1.19 ... 18.71 5.75 LargoResources LGO ... cc 14.63 –3.42 .12 ... ... ... 92.98 52.40 MercurySystems MRCY ... 49 63.73 –0.47 1.56 ... ... ...
25.24 10.55 HarpoonTherap HARP ... dd 19.22 –3.20 –1.99 –3.28 –2.07 ... 306.46 164.40 Insulet PODD ... cc 232.42 –1.77 .10 .75 1.54 ... 25.87 8.00 LarimarTherap LRMR ... dd 13.37 –0.49 –3.57 –2.80 ... ... 4.71 1.19 MereoBioPharma MREO ... dd 3.10 –0.27 –3.08 –.42 –.72 ...
11.10 3.98 HarrowHealth HROW ... 25 8.98 +0.81 –.13 .30 .43 ... 77.40 42.12 IntegraLifeSci IART ... 35 70.79 –3.43 1.57 ... ... ... 31.98 23.58 Latham SWIM ... ... 31.81 +2.90 ... ... ... ... 22.97 9.75 MeridianBancorp EBSB 1.8 14 21.68 +0.14 1.29 ... ... .10
7.80 2.53 HarvardBioSci HBIO ... dd 7.01 –0.33 –.20 .31 .33 ... 68.49 43.61 Intel INTC 2.5 12 55.35 –2.32 4.94 4.63 4.56 .3475 58.38 21.85 LatticeSemi LSCC ... cc 46.37 –4.18 .34 .86 1.07 ... 30.65 12.98 MeridianBiosci VIVO ... 10 19.07 –1.38 1.07 ... ... ...
101.24 62.85 Hasbro HAS 2.8 32 96.30 –2.85 1.62 4.52 5.15 .68 92.00 16.03 IntelliaTherap NTLA ... dd 67.04 –0.70 –2.40 –2.69 –2.90 ... 15.46 8.28 LaureateEduc LAUR ... dd 14.56 +0.59 ... –.16 .43 ... 27.96 12.70 Meridian MRBK 1.9 5 26.75 +0.92 4.27 4.51 3.17 .125
29.86 11.05 HawaiianHoldings HA ... dd 24.63 –0.37 –11.08 –6.44 ... ... 15.45 5.69 Intellicheck IDN ... dd 8.22 +0.12 .03 ... ... ... 60.79 28.26 LawsonProducts LAWS ... 82 54.53 –0.86 1.62 2.39 2.84 ... 65.46 38.49 MeritMedical MMSI ... cc 59.69 –4.94 –.18 ... 2.25 ...
39.73 16.30 Hawkins HWKN 1.5 19 33.26 –1.39 1.33 ... 2.02 .1225 77.84 36.46 InterParfums IPAR 1.3 43 75.62 +0.76 1.21 ... ... .25 3.24 1.43 LeapTherap LPTX ... dd 1.57 –0.05 –.63 –.46 –.57 ... 9.45 3.06 MerrimackPharm MACK ... dd 6.41 –0.21 –.23 –4.94 –4.12 ...
26.06 15.06 HawthornBcsh HWBK 2.6 8 22.72 +0.61 2.20 .51 .86 .15 80.57 37.01 InteractiveBrkrs IBKR .6 23 69.04 –0.56 ... 3.09 3.11 .10 36.51 7.30 LeeEnterprises LEE ... 14 29.30 –1.87 –.50 .93 .39 ... 29.09 9.53 MersanaTherap MRSN ... dd 14.62 –0.80 –1.43 –1.92 ... ...
33.78 15.29 HaynesIntl HAYN 2.8 dd 31.99 –0.96 –.53 –1.48 .67 .22 94.51 16.26 InterceptPharm ICPT ... dd 18.15 +1.00 –8.34 –4.92 –4.90 ... 20.18 9.80 LegacyHousing LEGH ... 12 19.60 –0.09 1.57 1.71 1.92 ... 31.27 10.18 Merus MRUS ... dd 22.13 +1.82 –2.92 –1.69 ... ...
43.51 16.23 Headhunter HHR ... 83 38.65 –3.41 .48 75.13 103.67 ... 74.20 51.71 InterDigital IDCC 2.0 44 71.04 –0.34 1.44 .98 2.44 .35 43.24 23.41 LegendBiotech LEGN ... dd 29.60 +1.02 –2.56 ... ... ... 17.40 2.80 MesaAir MESA ... 11 10.58 –0.57 .78 .81 1.16 ...
59.10 25.68 HealthCatalyst HCAT ... dd 48.60 –4.63 –2.91 –.53 ... ... 15.00 5.88 Interface TILE .3 24 14.93 +0.99 –1.23 1.00 1.16 .01 54.96 23.55 LeMaitreVascular LMAT .9 42 49.19 –1.68 1.04 1.26 ... .11 307.97 207.55 MesaLab MLAB .3 dd 246.98 –4.34 .31 4.53 4.96 .16
35.80 20.05 HealthcareSvcs HCSG 2.7 22 30.95 +0.79 1.32 1.20 1.26 .2075 53.06 25.21 IntlBcshs IBOC 2.2 17 50.33 +0.88 2.62 1.51 1.57 .55 372.64 164.57 LendingTree TREE ... dd 185.79 –1.53 –3.71 .94 2.82 ... 21.28 6.67 Mesoblast MESO ... dd 6.99 +0.01 –.74 ... ... ...
93.32 45.82 HealthEquity HQY ... cc 74.43 –0.10 .12 1.41 1.70 ... 26.98 10.84 IntersectENT XENT ... dd 17.66 –3.38 –2.22 –1.75 –1.26 ... 32.84 19.15 Leslie's LESL ... 68 27.43 –0.57 ... .72 .78 ... 51.02 14.43 MetaFinancial CASH .4 14 50.00 –0.21 2.94 ... ... .05
26.49 17.95 HealthStream HSTM ... 89 25.87 –0.07 .44 .01 .14 ... 8.46 4.79 Intevac IVAC ... dd 5.89 +0.03 .04 –.79 .32 ... 28.77 14.72 LevelOneBncp LEVL .9 9 27.79 +0.60 2.57 4.14 2.98 .06 16.19 3.30 Metacrine MTCR ... ... 3.37 –0.11 ... –2.28 –1.93 ...
22.75 17.85 HeartlandExp HTLD .4 21 18.73 –0.45 .87 1.00 1.09 .02 40.01 17.26 Intra-Cellular ITCI ... dd 37.60 +2.57 –3.23 –3.08 –1.80 ... 9.65 1.03 LexiconPharm LXRX ... dd 4.33 –0.25 –.53 –.61 –.42 ... 49.27 13.79 Methanex MEOH .4 dd 37.98 –1.91 –2.06 3.14 1.73 .0375
54.04 26.49 HeartlandFinUSA HTLF 1.8 12 49.89 –0.50 3.57 4.83 4.40 .22 28.16 9.95 Intricon IIN ... cc 23.68 +1.76 –.28 ... .52 ... 15.42 6.04 LexinFintech LX ... 21 8.14 –0.09 ... 12.13 14.78 ... 17.55 8.35 MetroCityBkshs MCBS 2.4 11 16.55 +0.15 1.41 ... ... .10
45.91 18.52 Heidrick&Strug HSII 1.4 dd 42.37 +0.14 –1.95 3.05 3.24 .15 423.74 271.54 Intuit INTU .6 63 417.26 +16.22 6.92 8.45 9.84 .59 47.70 14.31 LiAuto LI ... dd 18.35 +0.09 ... –.12 .70 ... 166.67 82.13 MicrochipTech MCHP 1.1 cc 145.47 –4.28 1.29 ... ... .413
265.97 163.39 HelenofTroy HELE ... 22 223.00 –3.00 10.08 11.64 12.74 ... 893.79 511.19 IntuitiveSurgical ISRG ... 86 833.38 –23.71 8.82 12.56 15.70 ... 163.24 116.60 LibertyBroadbandA LBRDA .0 65 161.99 +0.34 ... 3.52 5.13 .4375 96.96 42.25 MicronTech MU ... 28 79.70 –6.28 2.37 ... 10.99 ...
79.10 29.71 HeliosTechnologies HLIO .5 47 78.68 +2.73 .44 ... ... .09 19.06 9.01 Inventiva IVA ... dd 14.20 –0.20 –1.13 –1.61 –2.29 ... 168.52 116.78 LibertyBroadbandC LBRDK ... 67 166.62 +0.25 ... 3.68 5.32 ... 263.19 176.60 Microsoft MSFT .9 34 248.15 –4.31 5.76 ... 8.37 .56
14.44 7.64 HemisphereMedia HMTV ... 12 13.06 –0.04 ... .87 .41 ... 23.45 10.54 Investar ISTR 1.2 13 22.50 +0.63 1.27 2.25 2.44 .07 28.40 18.73 LibertyGlobal A LBTYA ... dd 28.29 +0.57 ... 1.56 1.64 ... 1315.00 110.24 MicroStrategy MSTR ... dd 521.31 –99.15 –.78 –1.88 4.91 ...
83.45 51.47 HenrySchein HSIC ... 26 80.66 +0.05 2.82 4.05 4.32 ... 6.30 2.87 InvestcpCredit ICMB 10.5 11 5.71 –0.14 –1.79 ... .62 .15 38.89 19.51 LibertyGlobal B LBTYB ... dd 28.26 –0.04 ... 1.56 1.64 ... 28.00 0.80 MicroVision MVIS ... dd 14.04 –0.06 –.10 –.17 –.02 ...
12.65 6.13 HeritageCommerce HTBK 4.3 16 12.15 –0.23 .59 ... .74 .13 15.71 6.74 InvestorsBancorp ISBC 3.7 14 15.02 +0.32 .94 1.25 1.35 .14 28.49 18.36 LibertyGlobal C LBTYK ... dd 28.25 +0.45 ... 1.56 1.64 ... 29.87 16.75 MidPennBancorp MPB 2.8 8 28.16 +1.01 3.11 2.85 2.40 .20
34.91 12.60 HeritageCrystal HCCI ... 46 30.80 –2.12 .51 1.42 1.41 ... 194.26 109.69 InvestorsTitle ITIC 1.0 6 180.98 –7.01 20.80 1.36 2.11 .44 14.70 7.55 LibertyLatAmA LILA ... dd 14.27 –0.20 ... .28 .67 ... 186.20 56.63 Middleby MIDD ... 43 174.32 –8.51 3.76 7.81 8.74 ...
30.86 15.39 HeritageFin HFWA 2.8 18 29.05 +0.15 1.29 2.11 1.61 .20 64.37 35.10 IonisPharma IONS ... dd 38.24 +1.70 –3.23 –1.78 –1.07 ... 14.93 7.47 LibertyLatAmC LILAK ... dd 14.42 –0.21 ... .27 .66 ... 85.92 58.38 MiddlesexWater MSEX 1.4 37 79.73 –0.94 2.18 2.26 2.42 .2725
84.46 14.44 HibbettSports HIBB ... 19 82.02 +0.35 4.36 5.28 5.74 ... 54.21 24.50 IovanceBiotherap IOVA ... dd 25.82 –2.70 –1.88 –2.09 ... ... 42.87 27.30 LibertyFormOne A FWONA ... dd 39.23 +0.14 ... ... .09 ... 30.32 12.48 MidlandStBncp MSBI 3.9 17 28.40 –0.32 .95 ... 3.07 .28
21.82 4.20 HighPeakEner HPK ... ... 8.60 –1.10 ... ... ... ... 28.97 12.14 iQIYI IQ ... dd 12.84 –0.90 ... –7.49 –3.81 ... 48.49 29.16 LibertyFormOne C FWONK ... dd 44.06 –0.19 ... ... .13 ... 33.68 15.92 MidWestOneFin MOFG 2.9 17 31.52 +0.11 .41 3.77 2.88 .225
8.90 0.52 HighPeakEnerWt HPKEW ... ... 2.25 +0.04 ... ... ... ... 286.19 70.35 iRhythmTechs IRTC ... dd 81.31 +1.31 –1.58 ... ... ... 34.99 17.19 LibertyBraves A BATRA ... dd 27.44 –0.64 ... –1.30 –.41 ... 11.40 3.07 MilestonePharm MIST ... dd 5.55 –0.18 –1.70 –1.49 –1.31 ...
17.88 2.91 HimaxTechs HIMX ... 17 11.07 –1.79 .28 1.64 1.75 ... 9.71 1.46 Iridex IRIX ... dd 7.49 –0.31 –.46 –.49 ... ... 31.76 16.80 LibertyBraves C BATRK ... dd 27.04 –0.62 ... –1.30 –.41 ... 46.46 19.86 MillerHerman MLHR 1.6 dd 45.71 +2.03 –.15 3.17 ... .1875
325.90 141.03 HinghamSvg HIFS .7 10 294.00 –13.06 23.25 4.58 4.41 .49 54.65 20.33 IridiumComm IRDM ... dd 37.28 –0.65 –.42 –.15 ... ... 47.20 29.92 LibertySirius A LSXMA ... 50 41.72 –0.89 ... 1.74 2.75 ... 45.64 20.18 MillicomIntl TIGO ... dd 45.38 +1.85 –3.40 2.03 2.98 ...
16.31 9.83 HollysysAuto HOLI 1.6 11 12.66 –0.97 1.31 1.69 2.06 .20 197.40 62.12 iRobot IRBT ... 16 96.36 –0.57 5.14 3.18 5.00 ... 47.32 29.32 LibertySirius C LSXMK ... 51 41.78 –1.07 ... 1.49 2.62 ... 59.48 36.52 Mimecast MIME ... cc 47.59 +4.87 .47 1.22 1.43 ...
85.00 49.19 Hologic HOLX ... 9 63.74 –1.89 4.21 ... 4.43 ... 12.55 8.63 IronwoodPharm IRWD ... 13 11.68 +0.71 .66 .97 1.07 ... 110.00 21.00 LibertyTripAdvB LTRPB ... dd 33.90 –1.37 –5.17 ... ... ... 3.33 1.70 Mind CTI MNDO 9.2 10 2.83 –0.20 .27 .21 .42 .26
39.74 20.02 HomeBancorp HBCP 2.4 10 38.84 +0.16 2.85 4.12 3.51 .23 47.61 17.50 iTeosTherap ITOS ... dd 24.48 +1.38 ... –2.20 –2.89 ... 7.74 1.46 LibertyTripAdvA LTRPA ... dd 5.03 +0.28 –5.17 –.32 .19 ... 15.22 1.81 MinervaNeurosci NERV ... 18 2.93 +0.67 .05 –.76 –.89 ...
29.76 12.12 HomeBancShares HOMB 2.0 15 28.05 –0.48 1.30 1.83 1.72 .14 122.31 53.49 Itron ITRI ... dd 88.66 +1.27 –1.44 2.45 3.22 ... 16.50 3.94 LifetimeBrands LCUT 1.0 12 16.32 +0.61 –.14 1.21 1.54 .0425 249.42 91.90 MiratiTherap MRTX ... dd 156.62 +12.62 –7.96 ... ... ...
13.15 5.57 HomePtCap HMPT ... ... 6.47 –0.13 4.42 1.85 2.83 ... 23.86 12.52 IturanLocation ITRN 2.1 29 22.69 –0.75 .77 1.67 1.96 .48 8.89 2.23 LifewayFoods LWAY ... 23 4.73 –0.14 .21 ... –.13 ... 27.43 14.94 MirumPharm MIRM ... dd 17.20 –1.47 –4.09 –4.42 –2.57 ...
52.46 19.99 HomeStreet HMST 2.2 10 44.84 +0.33 3.47 ... ... .25 219.75 78.26 LigandPharm LGND ... 56 129.52 –1.10 –.18 6.15 4.78 ... 20.71 9.53 Misonix MSON ... dd 19.09 –0.81 –1.19 –.85 ... ...
28.50 12.81 HomeTrustBcshs HTBI 1.1 18 28.43 +1.00 1.30 1.69 1.45 .08 8.19 2.76 LimelightNetworks LLNW ... dd 3.03 +0.01 –.16 ... ... ...
17.34 6.08 HomologyMed FIXX ... dd 6.43 –0.08 –2.80 –1.88 –2.40 ... J 31.45 3.51 LiminalBioSci LMNL ... dd 4.28 –0.51 –3.60 –.83 –1.78 ...
22.19
189.26
11.75
46.13
MissionProduce
Moderna
AVO
MRNA
...
...
47
cc
19.69
161.38
–0.16
–1.77
.45
–1.96
.95
...
1.03
18.16
...
...
23.88 14.91 Honest HNST ... dd 15.97 –3.11 ... ... ... ... 19.41 11.56 Limoneira LMNR 1.6 dd 19.12 +0.34 –.96 ... ... .075 184.71 59.54 ModivCare MODV ... 54 144.23 –6.55 2.37 6.00 6.19 ...
232.65 123.73 Honeywell HON 1.6 35 227.36 –1.43 8.98 8.00 9.06 .93 14.40 3.50 JakksPacific JAKK ... dd 8.45 –0.93 –4.27 –.08 .46 ... 8.99 2.56 LincolnEduc LINC ... 4 7.33 +0.31 1.49 .58 .67 ... 17.99 7.51 MolecularTemp MTEM ... dd 7.86 –0.95 –1.02 –1.55 ... ...
39.98 13.12 HookerFurniture HOFT 1.9 dd 38.21 –0.99 –.88 2.80 3.26 .18 174.14 115.00 J&JSnackFoods JJSF 1.5 cc 173.95 +5.70 .96 ... 4.41 .633 136.04 70.72 LincolnElectric LECO ... 35 132.29 –1.61 3.42 5.61 ... ... 23.60 12.52 Momo MOMO .0 10 13.95 –0.42 ... 9.23 11.22 .62
16.61 7.03 HopeBancorp HOPE 3.6 15 15.72 +0.23 .90 1.52 1.54 .14 108.29 48.76 JD.com JD ... 15 68.15 –7.36 ... 12.02 16.95 ... 30.00 4.77 LiquiditySvcs LQDT ... 61 27.19 +2.67 –.11 .71 .73 ... 76.00 28.86 MonarchCasino MCRI ... 47 72.88 –0.36 1.25 2.39 3.70 ...
20.17 8.30 HorizonBancorp HBNC 2.8 10 18.45 +0.08 1.55 ... 1.55 .13 14.30 9.75 Joann JOAN ... ... 12.70 –0.75 ... 2.50 2.81 ... 287.92 135.83 Littelfuse LFUS .7 39 257.42 –6.90 5.29 ... 9.82 .48 62.90 48.98 Mondelez MDLZ 2.0 24 62.37 +0.52 2.47 2.91 3.13 .315
17.56 9.85 HorizonTechFin HRZN 7.4 23 16.23 –0.16 ... 1.25 1.34 .10 148.88 52.51 Joyy YY 1.5 5 87.57 –0.18 ... 1.50 11.99 .51 90.25 41.07 LivaNova LIVN ... dd 84.09 +1.10 –7.10 1.70 2.31 ... 11.70 1.53 MoneyGram MGI ... dd 7.73 –0.30 ... .07 .18 ...
97.20 44.57 HorizonTherap HZNP ... 79 92.14 +4.21 1.81 3.65 5.29 ... 135.24 53.25 j2Global JCOM ... 25 125.21 +3.11 3.18 ... 10.16 ... 72.64 11.64 LiveOakBcshs LOB .2 25 62.64 –4.51 ... 2.54 2.64 .03 428.97 186.27 MongoDB MDB ... dd 261.19 +0.87 –4.53 –1.41 –.89 ...
18.52 9.55 HostHotels HST ... dd 17.33 –0.25 –1.04 –.87 .15 ... 200.98 141.65 JackHenry JKHY 1.2 41 157.32 +1.19 3.86 4.00 4.54 .46 72.23 31.78 LivePerson LPSN ... dd 52.10 +0.36 –1.63 –.27 .04 ... 406.75 189.44 MonolithicPower MPWR .8 86 316.52 –26.27 3.50 6.65 ... .60
9.96 1.07 HoughtonMifflin HMHC ... dd 9.45 –0.35 –3.82 –.48 –.31 ... 124.53 61.00 JackintheBox JACK 1.5 17 118.92 –2.45 3.86 6.73 6.92 .44 11.00 5.60 LixiangEduc LXEH ... 16 8.50 –1.20 .68 ... ... ... 72.67 39.39 Monro MNRO 1.3 cc 68.58 –2.27 1.71 ... ... .22
5.68 2.10 HoustonWire HWCC ... dd 5.25 –0.01 –.76 .45 .55 ... 57.41 29.13 JamesRiver JRVR 3.5 dd 34.31 –2.81 .16 –1.66 2.48 .30 16.75 1.95 Lizhi LIZI ... dd 4.46 –1.06 ... –.09 .26 ... 99.24 64.34 MonsterBev MNST ... 34 92.14 +0.89 2.64 ... 3.01 ...
64.53 29.94 Huazhu HTHT ... dd 56.50 –0.90 –1.09 5.78 10.92 ... 51.00 27.80 JamfHolding JAMF ... dd 28.64 –4.35 –.21 .24 .32 ... 10.00 4.34 LogicBioTherap LOGC ... dd 4.74 –0.09 –1.29 –1.22 –1.53 ... 270.08 139.19 Morningstar MORN .5 42 245.02 –17.08 5.18 3.18 3.54 .315
74.90 39.13 HubGroup HUBG ... 32 74.22 +1.39 ... 3.37 4.18 ... 180.39 101.81 JazzPharma JAZZ ... 20 179.17 +4.58 4.22 15.53 18.04 ... 120.24 52.14 LogitechIntl LOGI .8 19 105.31 –9.25 5.62 4.40 4.83 .8729 93.00 15.01 Morphic MORF ... dd 46.83 –1.87 –1.47 –2.01 –1.81 ...
19.00 8.38 HudsonGlobal HSON ... dd 17.41 –1.11 –.43 1.40 1.63 ... 21.96 7.94 JetBlue JBLU ... dd 19.68 +0.12 –4.88 –2.47 1.15 ... 18.95 7.98 LongboardPharm LBPH ... ... 8.29 –1.68 –5.22 –2.66 –3.54 ... 35.73 19.75 MorphoSys MOR ... dd 20.91 –0.56 .86 ... ... ...
13.85 5.75 HuizeHolding HUIZ ... dd 6.24 –0.41 ... 1.30 1.17 ... 95.20 33.38 JFrog FROG ... dd 36.48 +0.57 –.20 .06 .11 ... 13.96 5.70 LoopIndustries LOOP ... dd 7.75 –0.78 –.38 –.46 –.41 ... 26.42 13.18 MotorcarParts MPAA ... 37 23.29 –0.46 –.39 1.75 2.16 ...
183.80 96.82 JBHunt JBHT .7 34 176.49 –1.78 4.74 6.56 ... .30 30.00 1.92 Jiayin JFIN ... 8 5.28 –0.49 ... ... 5.46 ... 50.85 16.07 LoralSpace LORL .0 13 37.99 –2.90 ... 7.96 7.76 1.50 5.22 2.42 MustangBio MBIO ... dd 2.79 –0.26 ... –.79 –.76 ...
16.91 7.46 HuntingtonBcshs HBAN 3.8 14 15.85 +0.05 .69 1.44 1.38 .15 154.18 62.45 JohnsonOutdoors JOUT .6 18 137.65 –4.11 5.47 5.71 7.72 .21 31.80 6.69 LordstownMotors RIDE ... dd 7.33 –0.66 –1.04 –1.65 –1.09 ... 33.97 10.54 MyriadGenetics MYGN ... dd 27.38 –0.87 –2.69 –.16 .22 ...
38.83 24.06 Hurco HURC 1.6 dd 34.95 +0.70 –.93 .84 1.17 .14 14.84 4.30 JounceTherap JNCE ... dd 7.67 –0.48 –1.24 –1.94 –2.04 ... 80.99 12.52 Lovesac LOVE ... 87 75.91 +3.48 .96 .41 1.09 ...
4.23
61.99 37.46 HuronConsulting HURN ... 52 55.95 –0.71 –1.09 2.50 2.91 ... 37.99 LuciraHealth LHDX ... ... 5.00 +0.07 ... –1.35 –1.31 ...
N
95.48
11.25
41.59
6.31
Hydrofarm
Hywin
HYFM
HYW
...
...
...
...
55.93
7.40
–8.27
–0.27
–.46
...
.60
...
.80
...
...
... K 399.90
112.08
234.01
65.67
lululemon
Lumentum
LULU
LITE
...
...
70
15
314.65
70.05
–15.59
–12.88
...
1.75
6.46
6.22
8.02
5.65
...
...
47.80 9.95 LuminarTech LAZR ... dd 21.15 +0.31 ... –.35 ... ... 37.41 17.84 Napco Security NSSC ... 77 33.14 –0.99 .46 .78 1.28 ...
359.69 165.98 KLA KLAC 1.2 26 305.75 –13.95 7.70 ... ... .90
I 18.97 3.73 KLX Energy KLXE ... dd 12.14 +0.14 –50.86 –6.75 –5.78 ...
41.69
36.72
20.61
9.53
Luminex
LumosPharma
LMNX
LUMO
1.1
...
73
dd
36.66
9.89
–0.20
+0.13
.32
–.93
.91
–4.27
1.10
–4.69
.10
...
42.79
32.12
26.10
14.93
NBT Bancorp
NGM Biopharm
NBTB
NGM
2.7
...
13
dd
40.37
28.58
+0.79
+1.81
2.37
–1.50
...
–1.73
...
–2.15
.27
...
15.29 7.38 KVH Inds KVHI ... dd 14.49 +0.49 –1.24 –.62 –.31 ... 12.45 7.58 LutherBurbank LBC 1.9 13 12.42 +0.63 .75 1.36 ... .0575 288.73 167.45 NICE NICE ... 76 228.71 –5.13 3.15 6.28 7.08 ...
266.00 100.22 IAC/InterActive IAC ... 23 228.29 –13.11 ... –.02 –.32 ... 5.73 3.15 Kadmon KDMN ... dd 3.73 –0.06 –.67 –.68 –.51 ... 68.28 21.34 Lyft LYFT ... dd 49.65 –0.42 ... –.65 .62 ... 26.82 12.50 NMI Holdings NMIH ... 12 23.65 –0.25 2.13 ... ... ...
25.50 9.27 IBEX IBEX ... ... 22.76 –1.24 ... 1.05 1.38 ... 141.07 50.49 KaiserAlum KALU 2.2 cc 132.56 –3.54 1.81 ... ... .72 17.30 7.17 LyraTherap LYRA ... dd 7.59 –0.82 –2.59 –2.27 –2.22 ... 8.58 2.89 NN NNBR ... dd 7.69 +0.15 –2.68 .31 .50 ...
97.19 52.02 ICF Intl ICFI .6 28 93.40 +0.38 2.87 ... ... .14 14.68 4.90 KalaPharm KALA ... dd 5.06 –0.37 –1.99 –1.70 –.85 ... 216.43 89.33 NXP Semi NXPI 1.2 cc 192.27 –5.65 .19 9.61 10.62 .5625
227.07 170.57 ICU Medical ICUI ... 46 199.00 –0.78 4.02 6.95 ... ... 20.50 5.04 KaleidoBiosci KLDO ... dd 6.32 –1.15 –2.44 –2.35 –2.15 ... 1.31
24.92 6.55 IDEAYA Bio IDYA ... dd 19.51 +0.33 –1.40 –1.14 –1.69 ... 45.00 9.42 KalVistaPharm KALV ... dd 26.06 +0.84 –1.64 –2.68 –2.73 ... M 12.00
94.81 19.05
NabrivaTherap
NanoXImaging
NBRV
NNOX
...
...
dd
dd
1.43
21.91
–0.04
–7.18
–5.41
–1.23
–1.67
–1.09
–1.10
–1.04
...
...
573.99 288.50 IdexxLab IDXX ... 68 530.07 –14.19 6.71 8.02 9.09 ... 13.33 5.55 Kamada KMDA ... 15 5.73 –0.39 .39 .17 .13 ... 21.55 12.85 Nanobiotix NBTX ... dd 15.47 +0.41 –1.57 ... ... ...
17.98 7.35 IEC Elec IEC ... 23 11.18 –0.41 .63 .73 .89 ... 17.45 2.90 KandiTech KNDI ... dd 4.92 –0.34 –.19 –.18 –.19 ... 69.29 27.37 Macom Tech MTSI ... dd 51.08 –5.06 –.69 2.04 2.30 ... 86.42 27.46 NanoStringTech NSTG ... dd 49.30 –16.67 –2.82 –2.14 –2.04 ...
55.30 19.97 IES Holdings IESC ... 21 50.10 –1.82 1.94 –1.52 –.65 ... 20.00 15.56 KaratPkg KRT ... ... 17.20 –1.12 1.13 1.09 1.27 ... 5.35 1.10 MDC Partners MDCA ... dd 5.33 +0.43 ... .77 .91 ... 6.60 1.93 NantHealth NH ... dd 2.40 –0.10 –.51 –.30 –.21 ...
133.00 41.41 IGM Biosci IGMS ... dd 68.76 +1.79 ... ... ... ... 146.97 69.58 KarunaTherap KRTX ... dd 113.83 –1.06 –2.59 –5.43 –6.44 ... 76.08 56.47 MGE Energy MGEE 2.0 27 74.90 +0.11 2.60 2.86 3.32 .37 166.79 108.67 Nasdaq NDAQ 1.3 27 164.36 –0.20 5.59 6.84 7.13 .54
100.44 36.04 II-VI IIVI ... 28 63.67 +0.03 –.79 3.63 3.95 ... 21.82 7.78 KaryopharmTherap KPTI ... dd 9.18 +0.79 –2.72 –2.71 –1.69 ... 71.95 32.79 MGP Ingredients MGPI .7 24 65.56 +2.37 2.37 2.57 2.96 .12 127.19 39.21 Natera NTRA ... dd 93.19 –8.64 –2.84 ... ... ...
65.94 18.60 I-Mab IMAB ... ... 64.89 +5.61 1.17 –.89 –.47 ... 13.34 6.91 KearnyFinancial KRNY 2.7 19 13.24 +0.19 .55 .72 .83 .09 3.29 0.72 MINDTechnology MIND ... dd 2.16 –0.12 –1.80 ... –.06 ... 73.27 49.38 Nathan's NATH 2.2 22 64.87 –0.97 3.19 1.23 1.42 .35
80.35 36.00 IndusRealty INDT .9 dd 64.10 –0.25 –2.42 ... ... .15 26.98 11.44 KellyServices A KELYA ... dd 25.63 –0.88 ... ... 2.07 ... 199.44 92.00 MKS Instrum MKSI .5 25 178.91 –4.43 6.33 ... ... .22 98.22 25.01 NationalBeverage FIZZ .0 25 45.97 –1.72 1.39 ... 1.89 3.00
262.55 141.02 IPG Photonics IPGP ... 55 195.81 –1.49 2.97 5.46 6.57 ... 90.36 11.88 KellyServices B KELYB ... dd 25.19 –1.08 ... ... 2.07 ... 85.10 23.50 MYR Group MYRG ... 20 82.14 –0.43 3.48 4.24 ... ... 6.11 1.81 NatlCineMedia NCMI 4.5 dd 4.47 +0.09 –.84 –.33 .26 .05
15.00 5.06 IRSA Prop IRCP ... dd 9.00 +0.04 9.09 .83 1.18 ... 8.16 5.65 KY FirstFedBncp KFFB 5.6 dd 7.10 +0.02 –1.52 .18 .21 .10 10.66 6.23 Macatawa MCBC 3.3 11 9.76 +0.06 .88 .90 .73 .08 47.40 30.42 NatlInstruments NATI 2.7 cc 39.41 –1.04 1.09 .47 .94 .27
35.99 20.25 i3Verticals IIIV ... dd 31.56 –0.10 –.03 1.02 1.26 ... 88.80 25.60 KerosTherap KROS ... dd 48.87 –4.24 –2.93 ... ... ... 36.48 18.16 Macrogenics MGNX ... dd 29.49 –2.33 –2.47 –2.40 –2.83 ... 60.62 42.41 NatlResearch NRC 1.0 36 49.06 +0.14 1.45 1.16 1.21 .12
7.98 3.61 IVERICbio ISEE ... dd 6.88 ... –1.14 –.88 –.71 ... 36.81 26.26 KeurigDrPepper KDP 1.7 34 36.05 –0.55 .93 ... 1.75 .15 142.62 97.00 MadrigalPharm MDGL ... dd 134.70 +4.28 –13.09 –15.36 –13.73 ... 16.10 9.66 NatlSecurity NSEC 2.1 dd 11.25 +0.35 –3.41 ... ... .06
69.10 46.05 IcahnEnterprises IEP 13.8 dd 58.16 –1.39 –7.33 –.16 –2.55 2.00 13.45 8.08 KewauneeSci KEQU ... dd 11.90 –0.15 –1.70 1.53 2.16 ... 5.92 2.81 MagalSec MAGS 22.6 cc 4.78 –0.30 .01 .52 .75 1.079 53.68 22.81 NationalVision EYE ... 69 49.94 –1.22 .44 1.06 1.21 ...
63.42 19.88 Ichor ICHR ... 29 50.88 –4.36 1.42 ... ... ... 10.48 3.73 KeyTronic KTCC ... 13 6.78 –0.27 .44 .80 1.20 ... 95.43 66.97 MagellanHealth MGLN ... 6 94.55 +0.50 14.98 ... ... ... 260.00 168.85 NatlWesternLife NWLI .1 6 257.50 +17.81 26.11 ... ... .36
19.10 4.81 iClickInteract ICLK ... dd 10.96 –1.18 ... .10 .36 ... 9.79 4.24 KezarLifeSci KZR ... dd 5.24 –0.36 –.95 –1.05 –1.27 ... 14.20 6.03 MagentaTherap MGTA ... dd 11.06 –0.30 –1.71 –1.43 –1.49 ... 18.50 5.82 NaturalAlt NAII ... 25 14.45 –0.45 –.25 .18 ... ...
230.97 154.00 Icon ICLR ... 36 229.20 +0.38 6.20 8.59 9.39 ... 62.00 25.73 Kforce KFRC 1.5 22 60.32 +0.15 2.62 3.14 3.38 .23 18.35 8.93 MagicSoftware MGIC 2.6 31 16.11 +0.07 .49 .86 .97 .21 28.88 16.38 NatusMedical NTUS ... dd 28.48 +1.86 –.49 ... 1.51 ...
4.20 0.61 IconixBrand ICON ... dd 1.70 –0.22 –.60 –.98 ... ... 29.99 11.00 KimballElec KE ... 14 22.18 –0.26 .71 1.36 1.84 ... 64.39 4.89 Magnite MGNI ... dd 24.99 –10.85 –.55 ... ... ... 17.70 6.38 Navient NAVI 3.7 4 17.34 ... 2.12 ... ... .16
24.07 6.25 iHeartMedia IHRT ... dd 22.64 ... ... ... ... ... 14.86 9.88 KimballIntl B KBAL 2.7 53 13.12 +0.35 ... .29 ... .09 15.05 7.50 MagyarBancorp MGYR ... 19 13.34 –0.01 .38 .19 .24 ... 103.95 48.00 nCino NCNO ... dd 50.17 –6.38 ... ... ... ...
37.61 14.16 IkenaOncology IKNA ... ... 18.33 –5.48 ... –1.45 –1.46 ... 74.67 17.01 KingsoftCloud KC ... dd 37.65 –3.06 –.89 ... ... ... 39.02 12.67 MakeMyTrip MMYT ... dd 24.63 –1.01 ... –.64 –.66 ... 26.75 15.40 NektarTherap NKTR ... dd 18.98 –1.12 –2.49 ... ... ...
555.77 260.42 Illumina ILMN ... 89 381.03 –2.91 4.45 5.98 ... ... 28.67 13.77 KiniksaPharm KNSA ... dd 14.13 –0.50 ... –2.60 –2.03 ... 93.00 37.09 MalibuBoats MBUU ... 22 85.14 +0.58 2.95 5.80 6.85 ... 51.99 18.67 NeoGames NGMS ... ... 46.04 –2.84 .29 .40 .97 ...
62.71 6.61 Imara IMRA ... dd 8.05 +0.80 –3.53 –3.54 –3.39 ... 48.75 21.27 KinnateBio KNTE ... ... 22.74 –1.94 ... –1.72 –2.39 ... 19.38 10.50 MalvernBancorp MLVF ... 17 18.12 –0.68 .47 1.00 1.21 ... 97.70 63.21 Neogen NEOG ... 81 92.86 –2.52 1.13 1.17 1.34 ...
16.64 5.67 Immersion IMMR ... 17 7.35 –0.55 .19 .67 .84 ... 252.70 128.77 KinsaleCapital KNSL .3 32 161.53 –6.77 3.87 4.28 4.95 .11 7.27 1.00 MammothEnergy TUSK ... dd 3.11 –0.53 –2.36 ... .15 ... 18.13 9.63 NeoleukinTherap NLTX ... dd 11.21 –0.37 –.64 ... ... ...
28.21 9.00 Immunic IMUX ... dd 12.50 –0.47 –2.81 –3.82 –3.82 ... 34.45 0.76 Kirkland's KIRK ... 28 27.96 –4.13 1.12 1.75 2.27 ... 146.84 68.00 ManhattanAssoc MANH ... 99 133.73 +0.87 1.36 1.65 1.82 ... 6.62 2.87 Net1UEPS UEPS ... dd 4.67 +0.04 –1.37 –.57 ... ...
45.42 4.15 ImmunityBio IBRX ... dd 15.13 –1.61 –1.22 –.84 –.97 ... 26.98 17.10 KnowBe4 KNBE ... dd 18.69 –0.60 ... ... ... ... 20.87 11.29 Mannatech MTEX 3.2 8 19.81 –0.52 2.77 13.50 15.50 .16 79.69 39.96 NetApp NTAP 2.4 30 78.50 –1.02 3.52 4.01 4.49 .48
61.99 30.92 Immunocore IMCR ... ... 40.29 –0.02 ... –2.90 –2.85 ... 171.21 42.97 KodiakSciences KOD ... dd 84.05 –17.57 –2.91 –4.10 –5.53 ... 6.25 1.19 MannKind MNKD ... dd 4.31 +0.02 –.26 –.16 –.11 ... 134.33 72.20 NetEase NTES .7 42 105.34 –4.52 2.64 ... 31.74 .06
10.88 3.38 Immunogen IMGN ... dd 6.75 –0.58 –.25 ... ... ... 125.00 29.14 KornitDigital KRNT ... cc 90.68 –0.74 –.11 .93 1.47 ... 101.35 61.91 ManTechIntl MANT 1.8 28 86.02 +2.41 2.97 3.54 3.73 .38 593.29 397.86 Netflix NFLX ... 60 493.37 –10.47 6.08 10.52 13.00 ...
33.34 3.00 ImmunoPrecise IPA ... dd 7.93 +0.21 –.26 ... ... ... 44.43 28.56 KraftHeinz KHC 3.7 cc 43.73 +0.25 .29 2.66 2.66 .40 40.24 23.62 MaravaiLifeSci MRVI ... ... 37.93 +0.78 ... 1.15 1.14 ... 46.38 23.20 Netgear NTGR ... 14 37.53 –1.09 1.90 3.27 3.40 ...
53.75 11.80 Immunovant IMVT ... dd 15.50 –1.26 –1.54 –1.30 –1.41 ... 34.11 14.40 KratosDefense KTOS ... 39 25.00 –2.11 .67 ... ... ... 3.67 1.23 Marchex MCHX ... dd 2.55 –0.25 –.83 –.30 –.01 ... 31.91 19.76 NetScout NTCT ... cc 27.57 +0.78 .26 1.74 1.93 ...
7.95 0.96 Immutep IMMP ... dd 3.54 +0.02 –.23 –.46 –.37 ... 39.60 19.60 KronosBio KRON ... dd 24.80 –0.89 ... –2.71 –2.53 ... 5.70 1.14 MarinSoftware MRIN ... dd 1.41 –0.18 –1.91 –2.31 –.43 ... 136.26 86.02 Neurocrine NBIX ... 23 94.60 +3.56 4.16 2.48 3.95 ...
May 17, 2021 BARRON’S M21

Nasdaq Issues
- Earnings - - Earnings - - Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
22.43 1.70 Neuronetics STIM ... dd 12.78 –1.06 –1.46 –.89 –.61 ... 42.85 10.42 PDC Energy PDCE ... dd 41.39 +0.31 –7.37 ... 4.79 ... 53.00 25.50 QAD B QADB .5 cc 46.20 –2.90 .45 ... ... .06 3.95 0.70 SalemMedia SALM ... 34 1.85 –0.12 ... .11 .19 ...
27.38 18.24 NeuroPace NPCE ... ... 20.91 –0.24 ... ... ... ... 26.42 15.39 PDF Solutions PDFS ... dd 17.41 –1.68 –1.17 –.03 .21 ... 12.60 1.46 Q&K Intl QK ... dd 1.50 –0.43 ... –14.06 –9.91 ... 44.60 16.28 SanaBiotech SANA ... ... 20.00 +1.83 ... –1.97 –1.85 ...
65.90 11.48 NewFortressEner NFE 1.0 dd 41.04 –1.08 –1.71 ... 2.29 .10 13.07 7.45 PDLCommBncp PDLB ... 25 11.32 +0.08 .23 .55 .59 ... 49.49 24.50 QCR Holdings QCRH .5 11 47.60 –0.75 3.80 5.03 4.65 .06 177.48 108.57 SandersonFarms SAFM 1.0 51 173.43 +1.38 1.27 7.73 9.65 .44
13.44 7.76 NewMtnFin NMFC 9.3 5 12.93 –0.18 .60 ... 1.22 .30 63.04 9.85 PLBY Group PLBY ... dd 46.92 –2.41 –.56 .06 .45 ... 20.84 9.69 QIWI QIWI 9.7 5 10.63 –0.07 ... 115.42 114.30 .28 48.22 19.75 SandySpringBncp SASR 2.7 14 47.66 +0.10 2.18 4.78 3.69 .32
4.78 1.65 NY Mortgage NYMT 8.9 6 4.49 –0.02 –.89 .49 ... .10 63.22 26.38 PMV Pharm PMVP ... ... 32.09 –2.91 –2.40 ... ... ... 22.00 4.08 QilianIntl QLI ... ... 4.25 –0.25 ... ... ... ... 93.98 71.00 Sanfilippo JBSS .7 19 92.79 +1.45 ... 5.06 4.82 2.50
30.10 11.34 NewellBrands NWL 3.2 21 28.95 –0.12 –1.82 1.71 1.92 .23 46.49 24.75 PPD PPD ... 86 46.12 +0.02 .35 ... ... ... 201.68 93.31 Qorvo QRVO ... 27 171.01 –13.17 6.32 11.28 12.44 ... 19.43 8.51 SangamoTherap SGMO ... dd 10.85 +0.31 –.90 ... –1.36 ...
13.23 3.46 Newmark NMRK .3 34 13.18 +0.40 ... 1.39 1.55 .01 47.35 31.70 PRA Group PRAA ... 9 38.30 –0.97 3.26 ... ... ... 167.94 74.37 Qualcomm QCOM 2.1 19 130.15 –7.70 4.52 ... 8.57 .68 43.36 23.75 Sanmina SANM ... 15 42.35 +0.35 1.97 ... ... ...
27.97 10.52 NewsCorp A NWSA .7 dd 26.70 –0.74 ... ... ... .10 173.13 89.71 PRA HealthSci PRAH ... 53 172.34 +0.04 3.04 6.03 6.79 ... 57.28 29.36 QualtricsIntl XM ... dd 33.15 –2.46 ... –.11 –.22 ... 55.00 44.76 Sanofi SNY 2.6 10 52.74 +0.92 5.60 3.75 4.22 1.9061
25.79 10.78 NewsCorp B NWS .8 dd 24.92 –0.45 ... ... ... .10 149.50 64.10 PTC PTC ... 69 129.01 –2.15 1.12 3.32 ... ... 148.84 86.65 Qualys QLYS ... 56 99.83 +1.90 2.24 2.71 2.94 ... 35.85 22.89 SapiensInt SPNS ... 40 27.74 –1.55 .67 1.11 1.26 ...
31.24 14.17 NewtekBusSvcs NEWT 9.2 ... 30.50 +2.49 ... ... ... .70 70.82 37.12 PTC Therap PTCT ... dd 37.99 –2.25 –6.64 ... ... ... 92.57 23.87 Quanterix QTRX ... dd 45.69 –10.41 –1.07 –1.30 –1.13 ... 181.83 67.68 SareptaTherap SRPT ... dd 76.05 +1.48 –7.11 –6.78 –4.15 ...
28.00 17.06 NexImmune NEXI ... ... 17.80 –1.79 ... –3.58 –3.05 ... 103.19 65.96 Paccar PCAR 1.4 23 94.66 +0.16 3.74 5.84 7.07 .34 9.47 3.17 Quantum QMCO ... dd 8.72 –0.58 –.14 –.15 ... ... 36.10 3.50 SatsumaPharm STSA ... dd 4.85 –0.24 –2.73 –1.99 –1.87 ...
163.62 69.80 NexstarMedia NXST 1.9 8 150.90 +3.39 17.37 16.29 22.94 .70 53.69 3.32 PacBiosciCA PACB ... dd 23.56 –1.33 .17 –1.09 –.82 ... 22.99 4.64 Quhuo QH ... dd 4.86 –0.09 ... –1.73 –.24 ... 3.58 1.00 Savara SVRA ... dd 1.56 –0.07 –.84 –.43 –.45 ...
37.47 7.42 NextCure NXTC ... dd 8.14 +0.19 –1.33 –2.46 –2.69 ... 9.45 3.10 PacificMercBncp PMBC ... 15 8.68 –0.17 ... .68 .67 ... 306.72 104.40 Quidel QDEL ... 5 118.21 –2.72 18.60 19.92 10.19 ... 34.10 18.25 ScanSource SCSC ... dd 30.82 –1.49 –7.59 ... ... ...
23.80 8.69 NextGenHlthcr NXGN ... cc 18.67 +0.18 .11 ... ... ... 47.43 16.61 PacificPremBncp PPBI 2.9 63 46.01 –0.39 .75 2.71 2.76 .33 25.99 9.06 QuinStreet QNST ... 45 18.03 –0.63 .34 ... ... ... 56.99 13.17 SchnitzerSteel SCHN 1.4 27 54.51 –1.17 ... ... ... .1875
11.49 5.10 NicholasFin NICK ... 9 10.33 +0.03 .45 1.80 1.91 ... 80.00 39.88 PaciraBioSci PCRX ... 19 62.21 –1.04 3.33 2.93 4.09 ... 8.77 3.41 Quotient QTNT ... dd 3.66 –0.28 –1.44 –1.05 –.98 ... 70.00 10.28 ScholarRock SRRK ... dd 27.92 –2.76 –2.81 –2.82 –3.58 ...
93.99 9.37 Nikola NKLA ... dd 12.12 +0.62 –1.19 –1.09 –1.09 ... 19.61 10.40 PactivEvergreen PTVE 2.7 9 14.71 –0.69 –.08 1.19 1.74 .10 28.46 4.30 QurateRetailB QRTEB .0 4 13.28 –0.43 ... ... 2.22 1.50 34.35 18.80 Scholastic SCHL 1.8 dd 33.35 +2.04 ... ... .73 .15
9.65 0.72 9F JFU ... ... 1.34 –0.11 ... ... ... ... 45.76 15.30 PacWestBancorp PACW 2.2 16 45.75 +0.68 –10.61 4.20 4.13 .25 14.62 4.04 QurateRetailA QRTEA .0 4 13.20 –0.50 ... ... 2.22 1.50 117.00 46.27 Schrodinger SDGR ... dd 61.24 –7.13 ... –.81 –.75 ...
79.60 33.71 908Devices MASS ... dd 36.83 –13.64 ... –.60 –.47 ... 121.87 54.66 Palomar PLMR ... cc 65.76 –1.86 .24 ... 2.93 ... 5.64 1.53 Qutoutiao QTT ... dd 1.94 –0.16 ... .73 2.57 ... 60.00 10.51 ScientificGames SGMS ... dd 58.44 +2.42 –6.02 –.29 2.19 ...
53.38 8.42 NiuTech NIU ... 95 29.21 –2.21 ... 4.81 8.01 ... 40.11 22.96 PanAmerSilver PAAS .9 26 30.95 –4.04 .85 1.31 2.59 .07 21.74 11.76 SciPlay SCPL ... 18 16.17 –1.99 .86 1.02 1.07 ...
79.16
46.45
22.46
19.74
Nkarta
nLIGHT
NKTX
LASR
...
...
dd
dd
27.96
26.36
+0.30
–0.66
–5.44
–.55
–2.29
.40
–2.93
.64
...
...
110.33
8.75
71.35
4.11
PapaJohn's
ParatekPharma
PZZA
PRTK
.9
...
50
dd
96.65
7.60
–2.70
+0.26
1.28
–2.19
2.75
–.34
3.03
–.27
.225
... R 47.86
45.00
5.13
3.47
ScopusBio
ScoreMedia
SCPS
SCR
...
...
...
dd
5.94
14.14
+0.32
–2.49
–.81
...
–.41
–.68
–.97
–.35
...
...
12.97 4.36 Noodles NDLS ... dd 11.39 –0.73 –.53 ... ... ... 41.78 11.97 Park-Ohio PKOH 1.4 dd 35.91 –2.01 –.37 2.24 3.20 .125 10.99 5.06 scPharm SCPH ... dd 5.75 –0.26 –1.31 –1.23 –1.45 ...
223.37 158.00 Nordson NDSN .8 44 205.87 –2.96 4.27 6.64 7.41 .39 5.52 3.65 PartnerComms PTNR ... cc 4.66 +0.02 .03 .15 .15 ... 41.86 14.09 RaptTherap RAPT ... dd 20.58 +0.12 –2.19 –2.88 –3.10 ... 24.78 6.41 ScrippsEW SSP 1.0 20 20.99 +0.75 ... ... 3.89 .05
30.92 14.32 NortheastBank NBN .1 4 28.46 +0.42 ... ... 4.12 .01 38.23 12.10 PassageBio PASG ... dd 15.50 –1.79 –2.91 –3.08 –3.17 ... 23.10 10.71 RBB Bancorp RBB 2.3 12 23.08 +0.64 1.65 ... ... .13 2.68 0.69 SeaChange SEAC ... dd 1.09 +0.01 –.58 ... –.20 ...
18.00 5.64 NorthernTechsIntl NTIC 1.6 dd 16.50 +1.20 –.15 .56 .53 .065 23.28 13.40 PatriaInvts PAX ... ... 14.38 –0.86 ... 1.06 1.15 ... 208.11 109.48 RBC Bearings ROLL ... 50 196.87 –8.17 5.06 3.83 4.39 ... 40.93 17.00 SeacoastBkgFL SBCF 1.4 19 38.26 –0.30 1.44 2.03 2.04 .13
121.67 70.35 NorthernTrust NTRS 2.3 21 120.17 +0.89 5.46 ... 7.39 .70 98.83 39.85 PatrickIndustries PATK 1.2 17 92.63 –4.89 4.20 7.13 7.78 .28 78.57 8.85 RCI Hospitality RICK .2 92 77.58 +4.14 –.66 ... 3.47 .04 99.07 43.53 Seagate STX 2.7 24 97.97 +6.41 3.79 5.34 6.69 .67
17.25 8.72 NorthfieldBanc NFBK 3.1 16 17.01 +0.24 .76 1.26 1.17 .13 11.00 5.14 PatriotNatBncp PNBK ... dd 8.85 –0.17 –.97 1.37 1.43 ... 12.49 1.15 RCM Tech RCMT ... dd 3.49 –0.03 –.73 ... .37 ... 213.94 133.20 Seagen SGEN ... 41 147.50 +8.01 3.37 –2.36 .22 ...
48.19 19.15 NorthrimBanCorp NRIM 3.1 7 45.13 +1.23 5.11 5.22 3.30 .37 13.16 8.06 PatriotTransport PATI .0 75 11.07 –0.33 .08 ... ... 3.00 50.26 25.93 REGENXBIO RGNX ... dd 36.14 –0.13 –2.98 –4.61 –4.88 ... 22.97 8.78 SeaSpine SPNE ... dd 19.67 –1.63 –1.59 –1.24 –.95 ...
15.48 8.84 NorthwestBcshs NWBI 5.6 17 14.22 +0.14 .62 1.02 1.00 .20 37.16 14.62 Patterson PDCO 2.9 dd 35.35 –0.65 –6.25 2.05 ... .26 7.56 4.05 RF Industries RFIL ... dd 6.52 +0.06 –.01 .30 .55 ... 4.66 2.11 SecooHolding SECO ... 50 2.49 –0.03 ... 5.37 11.09 ...
38.08 20.15 NorthwestPipe NWPX ... 15 31.97 –0.42 1.93 1.70 2.49 ... 9.74 2.38 PattersonUTIEn PTEN .9 dd 8.52 –0.04 –4.27 –2.02 –1.44 .02 27.40 21.32 RGC Resources RGCO 3.3 18 22.32 +0.74 1.30 1.12 1.43 .185 16.31 10.01 SecureWorks SCWX ... dd 13.47 +0.25 ... –.23 –.16 ...
70.80 47.43 Northwestern NWE 3.8 20 65.10 –2.64 3.06 3.50 3.68 .62 102.61 60.00 Paychex PAYX 2.6 34 100.11 –0.90 3.04 ... ... .66 10.20 3.00 RISE Education REDU ... dd 3.22 –0.23 –.34 .33 .52 ... 10.69 5.24 SecurityNatFin SNFCA ... 3 8.65 +0.35 2.88 ... ... ...
26.19 17.98 NortonLifeLock NLOK 1.9 28 26.09 +5.00 .92 ... ... .125 218.34 109.35 Paylocity PCTY ... cc 162.87 –5.57 1.15 1.91 2.10 ... 31.28 8.97 R1RCM RCM ... dd 24.82 –0.23 .33 .31 .54 ... 86.55 26.48 Seer SEER ... ... 29.61 –8.47 ... –1.10 –1.15 ...
30.47 21.87 NorwoodFin NWFL 4.0 12 25.86 +0.79 2.09 1.29 1.25 .26 309.14 140.02 PayPal PYPL ... 56 246.29 –7.07 3.54 ... 5.86 ... 26.43 15.25 RackspaceTech RXT ... dd 19.46 –4.26 –1.37 1.01 1.23 ... 13.94 6.38 SelectBancorp SLCT ... 18 13.67 +1.05 .45 .93 ... ...
99.79 41.71 NovaMeasuring NVMI ... 48 88.81 –4.05 1.71 2.84 2.93 ... 33.19 14.38 PeapackGladFinl PGC .6 17 33.10 +0.29 1.37 2.55 2.72 .05 15.99 6.57 RadiusGlbInfr RADI ... dd 13.50 –1.23 ... –1.31 –1.13 ... 5.70 1.47 SelectaBiosci SELB ... dd 2.98 –0.13 –.68 –.51 –.35 ...
146.16 88.83 Novanta NOVT ... cc 134.13 +5.24 1.27 2.20 2.65 ... 148.80 84.29 Pegasystems PEGA .1 dd 120.35 +0.13 –.76 .23 1.00 .03 26.16 10.15 RadiusHealth RDUS ... dd 20.95 +0.35 –2.35 –.68 .96 ... 78.99 43.13 SelectiveIns SIGI 1.3 14 76.60 –0.83 4.09 5.28 5.25 .25
331.68 38.05 Novavax NVAX ... dd 131.69 –44.31 –7.27 –6.19 30.20 ... 171.09 38.80 Peloton PTON ... cc 96.58 +12.77 ... ... ... ... 25.49 13.49 RadNet RDNT ... cc 23.52 +0.25 –.29 .59 .68 ... 83.94 41.51 Semtech SMTC ... 67 61.17 –2.84 .91 ... ... ...
220.48 55.40 Novocure NVCR ... cc 179.27 –13.18 .18 .03 .31 ... 142.00 17.48 PennNational PENN ... dd 80.80 –5.82 –5.00 2.41 2.68 ... 31.96 21.66 Radware RDWR ... cc 28.07 +0.24 .21 .71 .90 ... 62.37 30.18 SenecaFoods A SENEA ... 3 48.47 –0.65 ... 1.70 2.25 ...
53.93 19.37 NuanceComms NUAN ... cc 52.56 –0.25 .07 .76 .85 ... 20.18 6.10 PennVirginia PVAC ... dd 17.48 +0.51 –20.46 2.64 ... ... 23.90 14.08 RainTherap RAIN ... ... 15.33 –3.06 –5.82 ... ... ... 26.50 9.35 SenseiBiotherap SNSE ... ... 9.60 –2.26 ... –1.26 –1.43 ...
7.83 2.80 NuCana NCNA ... dd 2.93 –0.64 –1.04 –.01 –.01 ... 69.56 18.79 Pennant PNTG ... 72 32.59 –5.79 .52 ... ... ... 5.35 1.95 RamacoRscs METC ... dd 4.85 +0.80 –.12 ... ... ... 38.50 3.67 SeresTherap MCRB ... dd 22.54 +1.81 –1.12 –1.58 –1.38 ...
52.38 15.21 NurixTherap NRIX ... dd 25.95 –0.99 –2.76 –2.26 –2.56 ... 6.81 2.72 PennantPark PNNT 7.6 3 6.32 –0.37 –.24 .53 .61 .12 22.30 13.08 Rambus RMBS ... dd 18.67 –0.69 –.39 1.28 1.41 ... 13.92 4.68 ServiceProperties SVC .4 dd 11.32 –0.75 –1.89 ... –.54 .01
35.58 19.23 Nutanix NTNX ... dd 29.99 +1.37 ... –1.80 ... ... 28.42 19.50 PennsWoodsBncp PWOD 5.1 11 24.98 +0.81 2.16 1.58 1.53 .32 24.70 8.96 RandolphBancorp RNDB ... 4 20.66 –0.09 3.86 2.10 1.48 ... 2.18 1.17 ServiceSource SREV ... dd 1.35 –0.09 –.19 ... ... ...
72.61 43.11 Nuvasive NUVA ... dd 69.53 +0.39 –.72 ... ... ... 19.41 9.74 People'sUtdFin PBCT 3.8 14 19.35 +0.43 .49 ... ... .1825 94.60 44.61 Rapid7 RPD ... dd 81.02 +5.81 –1.94 .01 .26 ... 67.86 29.67 ServisFirstBcshs SFBS 1.2 20 67.83 +1.04 3.13 3.66 3.55 .20
648.57 314.96 NVIDIA NVDA .1 83 569.72 –22.77 6.90 ... 15.29 .16 36.75 18.35 PeoplesBncpOH PEBO 4.3 13 33.31 –0.50 1.73 ... 2.94 .36 11.80 5.53 RattlerMidstrm RTLR 7.5 18 10.73 –0.82 ... 1.08 ... .20 3.57 0.66 SesenBio SESN ... dd 2.34 –0.33 –.19 –.55 .05 ...
29.69 14.22 PeoplesBncpNC PEBK 2.7 11 23.89 +0.57 1.95 .38 .57 .16 45.11 18.60 RavenIndustries RAVN .0 79 41.21 –1.27 .52 ... ... .13 23.93 4.21 17Educ&Tech YQ ... dd 4.73 –0.94 ... –6.77 –6.64 ...
6.66 0.94 RealNetworks RNWK ... dd 2.37 –0.13 –.13 –.57 –.22 ...
O 47.54
148.77
29.84
126.53
PeoplesFinSvcs
PepsiCo
PFIS
PEP
3.4
2.9 27
9 43.18
146.59
–0.30
+1.03
4.00
5.12
...
...
...
...
.37
1.075 30.22 11.54 RealReal REAL ... dd 14.46 –8.34 –2.01 –1.80 –1.31 ...
60.52
58.00
17.51
38.77
ShattuckLabs
ShenandoahTel
STTK
SHEN
...
.7
dd
15
26.79
50.96
–2.73
+1.81
...
2.53
–1.45
...
...
.48
...
.34
17.77 10.62 PerdoceoEduc PRDO ... 7 12.20 +0.19 1.74 ... 1.70 ... 186.82 76.34 ReataPharm RETA ... dd 78.35 –6.71 ... –9.55 –7.06 ... 44.04 22.62 ShoalsTech SHLS ... ... 23.08 –5.70 ... .30 .54 ...
48.60 17.86 ODP ODP ... dd 44.00 –0.36 –6.05 ... ... ... 71.32 30.70 Perficient PRFT ... 66 70.60 +1.98 .93 3.11 3.47 ... 35.78 19.68 RecursionPharm RXRX ... ... 21.18 –6.55 ... –1.08 –1.28 ... 169.00 39.52 ShockwaveMed SWAV ... dd 150.39 +2.52 –1.99 –1.53 .14 ...
12.39 5.59 OP Bancorp OPBK 2.6 11 10.93 –0.03 .85 1.37 ... .07 3.21 0.54 PerformantFin PFMT ... dd 2.10 +0.02 –.26 ... ... ... 65.07 36.21 RedRiverBcshs RRBI .5 14 55.35 +0.75 3.83 4.06 3.86 .07 66.28 19.43 ShoeCarnival SCVL .9 58 63.84 –1.61 1.12 3.76 4.15 .14
6.47 2.08 OPKO Health OPK ... 20 3.70 –0.10 .05 .12 .07 ... 28.32 4.21 PerionNetwork PERI ... 38 14.70 –2.46 .38 .83 .98 ... 41.34 7.26 RedRobin RRGB ... dd 33.69 –1.88 –19.29 –1.27 .64 ... 18.10 8.18 ShoreBancshares SHBI 2.8 13 17.08 +0.36 1.27 1.40 1.62 .12
11.55 2.45 Orbcomm ORBC ... dd 11.17 –0.23 –.43 –.07 .05 ... 8.19 4.51 Perma-PipeIntl PPIH ... dd 6.43 ... –.94 .66 .84 ... 41.54 8.76 RedRockResorts RRR ... dd 41.26 +2.64 –2.13 .30 1.55 ... 43.75 14.70 Shyft SHYF .3 37 38.92 +2.42 .91 1.77 2.18 .025
568.63 392.07 OReillyAuto ORLY ... 21 553.33 –8.99 23.53 25.75 27.56 ... 53.46 10.09 Personalis PSNL ... dd 19.74 –3.01 –1.20 –1.62 –1.89 ... 98.45 23.11 Redfin RDFN ... dd 51.14 –5.82 –.23 –.71 –.17 ... 8.93 2.66 Sientra SIEN ... dd 6.82 –0.38 –1.79 –1.64 –.67 ...
101.78 66.11 OSI Systems OSIS ... 28 95.64 –0.84 4.05 5.28 ... ... 31.08 17.86 PetcoHealth WOOF ... ... 24.66 +0.84 ... .65 .77 ... 11.52 5.91 RedHillBio RDHL ... dd 6.22 –0.04 –2.11 –1.13 –.30 ... 29.42 15.83 SierraBancorp BSRR 3.0 11 27.88 –0.01 2.32 2.71 2.57 .21
11.25 1.42 O2MicroIntl OIIM ... ... 6.66 –0.59 .23 ... .53 ... 46.00 23.60 PetIQ PETQ ... dd 39.41 –3.51 –3.15 ... ... ... 67.14 33.29 RegencyCtrs REG 3.7 72 63.77 –1.59 .26 ... ... .595 20.43 10.02 SierraOncology SRRA ... dd 17.60 –1.57 –7.70 –6.70 –4.97 ...
6.83 3.93 OaktreeSpec OCSL 7.9 3 6.62 –0.14 .28 .56 .59 .13 57.00 27.10 PetMedExpress PETS 4.2 19 28.49 –1.09 1.52 1.74 1.80 .30 664.64 441.00 RegenPharm REGN ... 15 516.62 +19.87 ... 48.17 41.13 ... 22.22 7.73 SierraWireless SWIR ... dd 14.89 +0.30 –1.36 –.56 .02 ...
24.20 4.15 OasisMidstream OMP 9.6 4 22.98 –0.41 .56 2.82 2.72 .55 21.99 11.91 Pharming PHAR ... 23 12.11 –1.09 .58 1.02 1.36 ... 64.37 26.44 RelayTherap RLAY ... dd 29.19 –0.31 ... ... ... ... 54.32 12.34 SigilonTherap SGTX ... dd 13.16 –0.14 ... ... ... ...
81.24 20.00 OasisPetrol OAS 2.1 2 71.51 –4.98 –2.50 8.91 11.19 .375 42.86 20.57 Pharvaris PHVS ... ... 21.36 –1.27 –1.86 –1.78 –2.01 ... 54.00 28.40 RelmadaTherap RLMD ... dd 33.83 –2.51 –3.81 –6.00 ... ... 260.37 71.44 SignatureBank SBNY .9 22 246.71 –8.35 9.96 13.01 15.14 .56
6.30 1.86 ObsEva OBSV ... dd 2.73 –0.07 –1.67 –.99 –.83 ... 6.85 2.60 PhaseBioPharm PHAS ... dd 2.88 +0.13 –3.39 –2.72 –2.64 ... 33.00 9.91 RenalytixAI RNLX ... dd 30.71 +1.95 –.34 –.57 –.25 ... 44.55 30.68 SilganHoldings SLGN 1.3 15 43.27 +0.05 2.77 ... ... .14
25.76 13.14 OceanFirstFin OCFC 3.0 17 22.56 +0.18 1.02 1.70 1.85 .17 64.54 28.10 PhathomPharm PHAT ... dd 33.27 –1.69 –3.88 –4.17 –3.89 ... 46.97 20.21 Renasant RNST 1.9 18 45.13 +0.34 1.48 ... 2.40 .22 59.27 29.24 Silicom SILC ... 42 40.49 –1.16 .80 1.84 2.50 ...
24.30 5.85 OcularTherapeutix OCUL ... dd 14.81 –1.44 –2.56 –.69 –.45 ... 39.00 9.67 Phenixfin PFX ... 10 38.41 +2.98 –24.16 –.46 –.18 ... 17.18 7.63 ReneoPharm RPHM ... ... 7.78 –7.15 –2.14 –1.55 –2.33 ... 163.43 89.36 SiliconLab SLAB ... cc 125.28 –9.94 .28 3.79 4.24 ...
46.50 2.80 OdonateTherap ODT ... dd 2.88 –0.26 –3.84 –1.54 –.11 ... 28.22 16.27 PhibroAnimal PAHC 1.7 26 27.52 +0.07 ... 1.24 1.29 .12 117.00 22.10 RenewableEnergy REGI ... 32 63.17 +2.63 2.76 ... ... ... 74.10 35.13 SiliconMotion SIMO 2.1 26 65.45 –2.74 ... 4.90 5.58 .35
31.58 17.62 OfficePropIncm OPI 8.0 39 27.42 –0.07 .14 –.64 –.66 .55 13.56 8.64 Photronics PLAB ... 26 12.91 –0.29 .52 .74 .91 ... 64.79 23.15 Rent-A-Center RCII 2.2 16 57.61 –1.77 3.73 5.64 6.47 .31 75.80 35.48 SilkRoadMed SILK ... dd 47.95 –3.36 –1.44 –1.29 –.92 ...
32.70 19.20 OhioValleyBanc OVBC 3.5 9 24.00 +0.99 ... ... ... .21 25.73 14.06 PilgrimPride PPC ... 49 25.43 +1.26 .39 1.96 2.21 ... 46.44 21.45 RepareTherap RPTX ... dd 32.38 –0.69 ... –2.48 –2.87 ... 63.41 23.69 SilverbackTherap SBTX ... ... 26.52 –1.64 ... –1.87 –2.60 ...
294.00 166.65 Okta OKTA ... dd 229.25 –8.02 –2.09 ... ... ... 212.60 57.02 Pinduoduo PDD ... dd 118.33 –15.46 ... –4.90 ... ... 228.84 109.38 Repligen RGEN ... cc 171.96 –15.84 1.11 2.26 2.52 ... 15.98 8.76 SilvercrestAsset SAMG 4.5 19 14.16 –0.31 1.05 1.60 1.86 .16
276.09 147.95 OldDomFreight ODFL .3 43 269.57 ... 5.68 7.65 8.76 .20 96.52 32.80 PinnacleFinPtrs PNFP .8 17 91.38 +2.31 4.03 5.87 5.71 .18 54.85 17.50 Replimune REPL ... dd 35.05 –0.79 –1.54 ... –1.85 ... 33.43 14.41 SimmonsFirstNat SFNC 2.3 14 30.99 +1.01 2.31 2.11 2.02 .18
21.28 11.80 OldNatlBncp ONB 2.9 11 19.59 +0.09 1.36 1.69 1.39 .14 2.99 0.75 PintecTech PT ... dd .80 –0.05 ... ... ... ... 47.47 27.22 RepublicBcpKYA RBCAA 2.7 12 45.77 +0.37 3.99 3.69 3.76 .308 90.92 37.34 SimulationsPlus SLP .5 95 51.96 –5.13 .50 .43 .54 .06
14.45 6.19 Old2ndBcp OSBC 1.4 11 14.16 +0.10 .92 1.28 1.04 .05 4.67 1.85 Pixelworks PXLW ... dd 3.15 –0.20 –.65 –.32 –.10 ... 4.61 1.95 RepublicFirstBncp FRBK ... 26 4.25 –0.13 .07 .24 .12 ... 39.60 14.81 SinclairBroadcast SBGI 2.4 dd 33.45 –0.02 ... –5.18 –.11 .20
60.27 19.41 OlemaPharm OLMA ... ... 25.11 +3.51 –3.42 –1.69 –2.70 ... 12.35 5.26 PlainsAllAmPipe PAA 7.1 15 10.14 +0.66 –3.83 1.20 1.31 .18 15.09 9.91 ResourcesConnect RGP 3.8 78 14.61 –0.38 .88 ... .90 .14 5.74 1.86 SioGeneTherap SIOX ... dd 2.14 –0.53 –2.93 –.73 –.79 ...
42.20 25.55 OlinkHolding OLK ... ... 27.84 –2.44 –.41 ... ... ... 12.90 5.46 PlainsGP PAGP 6.9 24 10.38 +0.67 –3.07 .91 ... .18 18.27 8.19 RetailOppor ROIC 2.5 76 17.57 –0.45 .27 .21 .28 .11 8.14 4.95 SiriusXM SIRI 1.0 cc 5.91 –0.13 .03 .25 .31 .0146
123.52 72.19 Ollie'sBargain OLLI ... 22 80.15 –4.82 3.68 2.72 3.13 ... 34.62 18.71 RevanceTherap RVNC ... dd 29.06 +0.58 –4.86 –3.65 –2.27 ...
36.78 8.21 OlympicSteel ZEUS .3 23 31.23 –1.75 –.49 ... 1.18 .02 8.35 2.16 PlayaHotels PLYA ... dd 7.43 –0.07 –1.98 –1.01 –.10 ... 56.18 21.17 RevolutionMed RVMD ... dd 31.99 +2.43 –2.01 –2.33 –2.61 ... 151.78 24.46 SiTime SITM ... dd 84.34 –6.29 –.58 1.15 1.56 ...
193.60 90.33 OmegaFlex OFLX .7 72 154.88 –0.72 1.97 .26 .33 .28 36.06 23.13 Playtika PLTK ... cc 25.20 –2.28 .24 .86 1.17 ... 36.00 27.27 ReynoldsCnsmr REYN 2.9 16 31.79 +1.13 1.77 1.90 2.08 .23 61.16 22.40 SkyWest SKYW ... dd 49.60 +0.05 –.17 ... ... ...
25.46 9.25 Omeros OMER ... dd 18.20 +0.45 –2.41 –1.93 –1.43 ... 98.53 56.16 Plexus PLXS ... 19 98.18 +3.02 3.93 5.50 5.88 ... 43.26 17.82 RhythmPharm RYTM ... dd 22.55 +0.43 –3.04 –1.54 –2.58 ... 204.00 103.70 Skyworks SWKS 1.2 23 165.45 –9.67 4.80 10.32 10.88 .50
146.99 60.52 Omnicell OMCL ... cc 131.91 –9.60 .74 3.64 4.01 ... 43.92 19.43 PliantTherap PLRX ... dd 28.05 –4.85 –1.95 –2.80 –3.59 ... 11.25 3.21 RibbonComms RBBN ... 14 6.97 +0.07 .61 .51 .57 ... 151.44 29.04 SleepNumber SNBR ... 18 111.27 –0.53 4.90 6.75 7.09 ...
44.59 13.98 ON Semi ON ... 47 37.45 –1.18 .56 1.90 ... ... 19.45 8.40 PolyPid PYPD ... dd 9.05 +0.27 –4.48 –2.16 –2.34 ... 8.72 3.78 RichardsonElec RELL 3.3 dd 7.30 –0.17 –.14 .13 .50 .06 3.67 0.75 SmartSand SND ... 3 2.20 –0.18 .94 –.29 .02 ...
6.57 1.15 OncoCyte OCX ... dd 3.90 –0.39 –.46 –.37 –.31 ... 449.44 214.77 Pool POOL .7 41 437.87 –6.14 8.97 ... ... .80 5.50 1.72 RigelPharm RIGL ... dd 3.71 +0.33 –.18 –.07 –.27 ... 10.00 6.03 SmartShareGlbl EM ... cc 6.21 –1.39 ... .24 .41 ...
37.86 11.50 Oncorus ONCR ... dd 14.51 –1.14 –9.35 –2.32 –2.74 ... 81.00 33.57 Popular BPOP 2.2 9 80.99 +1.88 5.87 9.16 6.69 .45 10.72 3.04 RiminiStreet RMNI ... dd 6.20 –1.63 –.19 .40 .47 ... 16.08 6.50 SmileDirectClub SDC ... dd 7.78 –0.60 –.72 –.38 –.12 ...
39.61 18.52 1-800-FLOWERS FLWS ... 19 33.03 –0.74 ... 1.81 1.96 ... 2.46 1.01 PortmanRidge PTMN 9.9 2 2.43 +0.03 .63 .30 .30 .06 7.79 3.77 RiverviewBncp RVSB 2.8 15 7.08 +0.13 .47 ... ... .05 23.57 7.30 Smith&Wesson SWBI 1.0 12 20.22 +0.51 –1.11 ... ... .05
8.64 4.50 180DegreeCap TURN ... 77 8.15 +0.86 ... .10 .25 ... 17.62 7.63 PoseidaTherap PSTX ... dd 8.40 –0.26 –3.61 –2.77 –2.76 ... 11.50 5.24 RiverviewFinl RIVE .0 dd 10.20 –0.15 –2.29 ... ... .075 17.40 6.93 SoYoungIntl SY ... cc 8.64 –0.16 ... 2.42 3.48 ...
59.82 25.40 1LifeHealthcare ONEM ... dd 32.76 –8.63 –.75 ... ... ... 104.98 33.55 Poshmark POSH ... ... 36.58 –7.48 ... –.58 –.13 ... 67.48 16.53 RocketPharm RCKT ... dd 40.91 –2.86 –2.52 –2.53 –2.47 ... 25.71 6.62 Sohu.com SOHU ... dd 17.63 –0.30 –2.18 .85 1.03 ...
45.88 5.20 111 YI ... dd 10.40 –1.05 ... –2.23 –.39 ... 7.74 1.78 Potbelly PBPB ... dd 6.90 –0.27 –2.74 –.67 –.10 ... 2.25 0.83 RockwellMedical RMTI ... dd .92 –0.02 –.41 ... ... ... 16.69 7.00 SolGelTech SLGL ... dd 9.80 +0.26 –1.30 –1.67 –.22 ...
56.78 11.84 OneWaterMarine ONEW ... 10 51.11 –2.39 2.77 6.09 6.17 ... 65.67 29.88 PotlatchDelt PCH 2.7 13 60.08 –3.36 2.47 3.25 2.26 .41 69.00 17.00 RockyBrands RCKY 1.0 17 55.79 –9.70 2.86 4.76 ... .14 377.00 115.50 SolarEdgeTech SEDG ... 91 218.87 –1.53 2.66 3.82 5.29 ...
99.89 17.55 Ontrak OTRK ... dd 32.18 +0.41 –1.44 –1.56 –1.11 ... 37.28 22.83 PowellIndustries POWL 2.8 74 37.05 +0.54 1.42 .05 1.06 .26 7.80 2.55 RockyMtnChoc RMCF ... dd 6.17 +0.17 .17 .86 .91 ... 11.58 1.93 SolidBiosci SLDB ... dd 3.49 –1.23 –1.70 –1.41 –1.18 ...
43.00 9.37 OpenLending LPRO ... dd 35.59 –2.76 –1.09 .75 1.16 ... 99.05 49.39 PowerIntegrations POWI .7 50 77.03 –5.45 1.17 2.69 2.76 .13 486.72 100.19 Roku ROKU ... cc 315.95 –1.05 ... .34 1.01 ... 44.72 8.91 Sonos SONO ... 44 33.88 –3.70 –.18 .89 .96 ...
50.21 36.18 OpenText OTEX 1.7 81 46.18 –1.76 .86 3.31 3.43 .2008 9.55 3.76 PowerFleet PWFL ... dd 6.51 –0.25 –.46 .16 .42 ... 29.48 8.19 Root ROOT ... dd 9.34 –1.05 –4.81 –2.05 –1.82 ... 30.38 21.21 SoteraHealth SHC ... ... 22.50 –2.11 –.16 .84 .99 ...
39.24 10.55 OpendoorTech OPEN ... dd 15.12 –3.58 –2.62 –.95 –.67 ... 60.95 17.89 PraxisPrecision PRAX ... dd 21.70 –6.36 ... –2.94 –3.12 ... 134.22 79.65 RossStores ROST .9 cc 130.50 –2.46 .24 ... ... .285 4.49 1.48 SotherlyHotels SOHO ... dd 3.31 –0.08 ... –1.59 –.22 ...
24.90 2.60 OpendoorTechWt OPENW ... ... 5.05 –2.27 ... ... ... ... 11.10 2.14 Precigen PGEN ... dd 6.92 +0.38 –1.02 –.53 –.59 ... 147.64 99.32 RoyalGold RGLD 1.0 30 123.16 +3.21 3.03 ... 3.77 .30 25.08 11.51 SouthPlainsFin SPFI 1.2 8 23.75 +0.06 2.47 2.58 2.10 .07
13.93 5.13 Opera OPRA ... 6 10.21 –0.37 1.51 .24 .58 ... 16.60 4.46 PrecisionBio DTIL ... dd 9.50 +0.91 –2.09 –1.95 –2.04 ... 56.50 34.80 RoyaltyPharma RPRX 1.7 16 40.73 –0.24 ... 2.71 3.06 .17 93.26 42.60 SouthState SSB 2.1 34 90.34 +0.70 2.19 ... ... .47
22.90 6.05 OportunFin OPRT ... dd 20.01 –1.79 –1.65 1.78 2.43 ... 69.09 30.22 PreferredBankLA PFBC 2.2 14 68.88 +0.70 4.65 6.03 6.27 .38 38.71 4.20 RubiusTherap RUBY ... dd 25.55 –0.60 –2.08 –2.06 –2.13 ... 56.42 23.16 SouthernFirstBcsh SFST ... 16 53.30 ... 2.34 4.57 4.35 ...
18.06 7.30 OptheaADR OPT ... dd 8.12 –0.13 –.34 –.55 –.93 ... 82.46 44.63 PreformedLine PLPC 1.0 12 76.85 +7.19 5.98 6.24 6.73 .20 51.92 23.26 RushEnt A RUSHA 1.4 21 51.38 +1.79 ... ... ... .18 45.23 19.53 SoMO Bancorp SMBC 1.4 10 44.78 +1.24 2.99 4.70 3.83 .16
14.64 9.91 Optibase OBAS ... 10 11.97 +1.11 1.24 1.10 .70 ... 95.38 23.69 PreludeTherap PRLD ... dd 42.04 +0.43 ... –2.00 –2.98 ... 47.10 20.21 RushEnt B RUSHB 1.6 19 46.00 +1.02 ... ... ... .18 43.26 23.51 SouthsideBcshs SBSI 3.1 13 43.21 +0.94 2.47 ... 2.72 .33
4.62 2.13 OpticalCable OCC ... dd 3.18 –0.16 –.83 .21 .16 ... 19.30 10.10 PremierFinBncp PFBI 3.1 12 19.10 –0.08 1.52 .87 .67 .15 28.73 6.15 RuthsHospitality RUTH ... dd 25.07 –2.00 –.80 .99 1.34 ... 12.40 6.17 SparkEnergy SPKE 7.1 16 10.27 +0.09 1.48 ... .17 .1813
10.00 2.80 Optinose OPTN ... dd 3.20 +0.10 –2.07 –1.53 –.66 ... 35.90 13.44 PremierFinl PFC 3.3 9 31.40 –0.01 1.75 ... ... .26 121.40 49.40 Ryanair RYAAY ... dd 115.91 –3.55 3.24 ... ... ... 23.94 15.75 SpartanNash SPTN 3.9 10 20.52 +0.22 2.12 1.77 ... .20
21.34 10.52 OptionCare OPCH ... cc 17.29 –0.29 –.04 .45 .72 ... 37.79 29.77 Premier PINC 2.2 18 34.34 –0.88 2.04 2.45 2.46 .19 5.24 2.68 SpectrumPharm SPPI ... dd 3.48 +0.40 –1.29 –.95 –.45 ...
104.90 49.29 PriceSmart PSMT .8 31 89.68 +0.88 2.55 ... ... .35 23.64 8.50 SperoTherap SPRO ... dd 13.93 +0.51 –3.52 –2.71 –3.08 ...
19.75
10.73
8.58
3.76
OraSureTechs
OrchardTherap
OSUR
ORTX
...
...
dd
dd
9.51
5.45
–0.35
–0.01
–.22
–1.54
.56
–1.27
.55
–1.09
...
... 16.32 7.90 PrimisFinl FRST 2.7 11 15.00 +0.34 .96 1.13 1.11 .10 S 24.50 9.63 SpiritofTexas STXB 1.5 11 23.34 +0.06 1.77 ... ... .09
6.45 1.01 OrganiGram OGI ... dd 2.42 –0.33 –.59 –.34 –.07 ... 41.76 13.07 PrimorisSvcs PRIM .7 14 32.17 –0.52 2.16 2.42 2.72 .06 225.89 110.28 Splunk SPLK ... dd 116.22 –1.60 –5.68 ... ... ...
40.81 18.60 OricPharm ORIC ... dd 25.34 +1.46 –3.36 –2.09 –2.65 ... 67.97 32.71 PrincipalFin PFG 3.7 11 66.83 +0.17 5.05 6.15 6.85 .61 35.80 16.98 S&T Bancorp STBA 3.3 34 33.91 –0.13 .53 2.08 2.38 .28 12.86 8.61 SpokHoldings SPOK 4.8 dd 10.45 +0.25 –2.32 1.00 1.00 .125
45.25 17.02 OriginBancorp OBNK 1.2 17 44.57 –0.19 1.55 ... ... .13 39.58 27.15 PriviaHealth PRVA ... ... 29.13 –3.34 ... ... ... ... 328.37 232.88 SBA Comm SBAC .8 cc 288.62 –2.29 .21 2.14 3.54 .58 18.46 7.53 SportsmansWrhs SPWH ... 9 17.75 ... 2.06 ... ... ...
14.78 5.41 Orphazyme ORPH ... dd 5.51 –0.24 –3.41 –1.62 –1.69 ... 19.25 9.63 ProfessionalHldg PFHD ... 18 18.50 +0.93 .67 ... ... ... 10.15 4.20 SCYNEXIS SCYX ... dd 7.11 +0.24 –5.15 –2.55 –1.62 ... 96.48 34.30 SpringWorks SWTX ... dd 73.10 –0.26 –1.05 –2.57 –2.95 ...
21.82 15.14 OrthoClinical OCDX ... ... 20.64 –1.05 –2.31 .67 .80 ... 15.92 2.20 Progenity PROG ... dd 2.36 –0.36 –7.01 ... ... ... 63.83 48.70 SEI Investments SEIC 1.1 20 63.34 +0.07 3.00 ... ... .37 28.63 18.21 SproutsFarmersMkt SFM ... 11 26.37 +0.56 2.43 1.96 2.11 ...
48.50 28.03 OrthofixIntl OFIX ... dd 42.55 –1.61 .13 .58 .89 ... 49.23 34.05 ProgressSoftware PRGS 1.6 26 44.27 +0.10 1.76 ... ... .175 37.21 14.43 SI-BONE SIBN ... dd 31.96 –0.86 –1.50 –1.56 –1.16 ... 35.60 14.18 SpruceBio SPRB ... dd 15.25 –0.16 –4.93 –2.18 –2.39 ...
64.96 38.01 OrthoPediatrics KIDS ... dd 56.00 –8.16 –1.82 –1.29 –.71 ... 59.56 21.21 Progyny PGNY ... 87 50.46 –1.25 .47 ... ... ... 8.10 5.30 SIGA Tech SIGA ... 9 7.03 –0.30 .71 .75 .79 ... 139.97 35.16 StaarSurgical STAA ... cc 110.68 –27.11 .12 ... ... ...
9.67 2.85 OsmoticaPharm OSMT ... dd 3.07 +0.16 –1.31 ... –.70 ... 30.62 16.11 PrometheusBio RXDX ... ... 16.82 –3.27 ... –2.00 –2.08 ... 20.82 6.48 SLM SLM .6 6 19.82 –0.84 2.25 ... ... .03 325.13 159.22 Stamps.com STMP ... 17 174.97 –10.93 9.37 7.59 9.21 ...
6.98 2.01 Otonomy OTIC ... dd 2.07 –0.09 –1.10 ... –.78 ... 174.25 91.60 Proofpoint PFPT ... dd 171.77 –0.58 –2.86 2.05 2.42 ... 19.64 14.46 SLR Invt SLRC 9.0 7 18.24 –0.57 .37 ... ... .41 23.29 4.23 StarBulkCarriers SBLK ... cc 21.29 –1.21 .10 4.07 4.90 ...
49.45 35.36 OtterTail OTTR 3.2 20 48.34 –0.61 2.34 ... 2.69 .39 9.46 3.40 ProQR Therap PRQR ... dd 6.41 +0.18 –1.06 ... –1.15 ... 16.41 11.00 SLR Sr Invt SUNS 8.0 6 15.05 –0.44 .87 ... 1.18 .10 5.40 1.99 StarEquity STRR ... dd 2.59 –0.26 –2.29 –.12 .38 ...
66.96 41.07 OutsetMedical OM ... dd 42.13 –10.06 ... –2.74 –2.08 ... 8.20 4.37 ProspectCapital PSEC 9.0 3 8.04 –0.12 ... .73 .70 .06 57.69 23.54 SMART Global SGH ... 68 44.12 –3.55 –.05 ... ... ... 118.98 71.06 Starbucks SBUX 1.6 cc 111.20 –3.14 .79 ... ... .45
128.50 14.69 Overstock OSTK ... 37 71.14 –9.33 1.24 2.36 2.71 ... 32.10 14.16 ProtagonistTherap PTGX ... dd 30.47 +1.29 –1.92 –2.30 –2.32 ... 12.08 5.77 SocTelemed TLMD ... dd 7.70 –0.11 –3.55 –.67 –.55 ... 22.16 12.07 StateAutoFin STFC 2.1 6 18.83 +0.34 .30 .42 1.41 .10
9.40 2.25 OvidTherap OVID ... dd 3.58 +0.10 –1.39 1.36 –.67 ... 67.08 8.54 ProtaraTherap TARA ... dd 9.01 –0.82 –4.70 –3.77 –4.51 ... 2.40 0.81 SocTelemedWt TLMDW ... ... 1.28 +0.08 ... ... ... ... 2.58 1.06 StealthBioTher MITO ... dd 1.18 –0.34 –1.20 –.08 –.09 ...
7.25 2.66 OxfordLane OXLC 11.8 dd 6.86 –0.30 ... 3.45 1.20 .0675 23.30 14.00 ProtectiveInsA PTVCA 1.7 8 23.07 –0.03 ... .75 1.25 .10 46.67 0.64 SPI Energy SPI ... dd 5.16 –1.00 –1.20 .30 .70 ... 3.32 2.04 StealthGas GASS ... 10 3.05 –0.13 .31 .45 ... ...
5.22 2.24 OxfordSquare OXSQ 8.7 2 4.85 –0.15 .03 .44 .49 .035 23.27 12.00 ProtectiveInsB PTVCB 1.7 8 23.20 +0.04 ... .75 1.25 .10 36.71 15.29 SP Plus SP ... dd 33.65 +0.24 –8.21 1.29 2.20 ... 66.27 21.81 SteelDynamics STLD 1.6 17 63.76 +0.40 2.59 9.02 4.78 .26
33.60 15.86 OysterPtPharma OYST ... dd 16.38 –1.40 –2.92 –3.86 –3.54 ... 28.66 9.25 Prothena PRTA ... dd 22.98 –1.64 –2.78 –1.36 –2.84 ... 118.06 55.80 SPS Commerce SPSC ... 76 96.11 –2.25 1.26 1.68 1.95 ... 41.00 22.72 StepStone STEP .9 cc 31.18 –1.89 ... .79 .82 .07
68.77 38.09 OzonHoldings OZON ... dd 55.83 –1.89 ... –126.12 –123.89 ... 20.05 6.15 ProventionBio PRVB ... dd 7.13 –0.01 –1.88 –2.24 –1.86 ... 75.94 53.45 SS&C Tech SSNC .9 28 74.26 +0.91 2.35 4.66 4.95 .16 79.71 46.78 Stericycle SRCL ... dd 79.08 +2.10 –.63 2.62 2.86 ...
18.23 11.40 ProvidentFin PROV 3.2 22 17.38 +1.24 1.01 .87 1.01 .14 25.32 13.68 SSR Mining SSRM 1.2 22 17.26 –0.11 .88 1.73 1.79 .05 24.49 7.17 SterlingCnstr STRL ... 13 22.50 –0.68 1.50 1.87 2.08 ...
15.86 9.53 PrudentialBncp PBIP 2.0 15 14.02 +0.14 1.12 .13 .15 .07 595.90 168.01 SVB Fin SIVB ... 19 578.42 –9.56 22.87 27.58 25.82 ... 43.56 18.47 StevenMadden SHOO 1.5 cc 41.04 –2.08 –.23 ... 2.09 .15
PQ 76.96 22.42 PubMatic PUBM ... ... 33.83 –10.79 ... ... ... ... 28.12 16.35 SVMK SVMK ... dd 18.15 –0.34 –.65 –.65 ... ... 113.76 18.84 StitchFix SFIX ... dd 43.06 +1.53 –.66 –.53 –.43 ...
69.48 35.81 Pulmonx LUNG ... dd 37.61 –4.94 ... –1.48 –1.25 ... 18.95 11.07 SabraHealthcare SBRA 7.0 26 17.10 –0.63 .67 .70 .80 .30 56.00 27.60 StockYardsBncp SYBT 2.1 17 52.26 –0.02 2.59 2.69 3.01 .27
66.29 26.41 PAM Transport PTSI ... 11 57.29 –1.25 3.09 5.30 6.10 ... 14.14 7.48 PumaBiotech PBYI ... dd 10.25 +0.46 –1.52 ... ... ... 16.88 5.50 Sabre SABR ... dd 13.30 +0.33 –4.42 –1.65 .01 ... 71.58 22.00 StokeTherap STOK ... dd 35.68 +3.22 –1.56 –1.87 –2.16 ...
9.70 4.15 P&FIndustries PFIN ... dd 6.12 –0.09 –1.57 ... ... ... 65.90 33.00 PureTechHealth PRTC ... cc 52.05 –3.38 .20 –4.84 –4.49 ... 87.98 66.67 SafetyInsurance SAFT 4.2 7 86.70 +0.71 9.18 6.00 4.40 .90 95.12 21.50 StoneCo STNE ... cc 59.21 –3.28 ... 5.57 8.43 ...
16.50 8.20 PCB Bancorp PCB 2.4 12 16.45 +0.24 1.04 1.70 1.61 .10 41.08 11.78 PurpleInnovation PRPL ... dd 31.20 +0.76 –6.04 .90 1.15 ... 28.58 16.25 SagaComm SGA ... dd 23.48 +2.48 ... 2.21 2.42 ... 70.08 38.14 StoneX SNEX ... 7 69.76 +6.79 8.61 6.77 7.13 ...
55.21 36.52 PCConnection CNXN .0 25 48.53 +1.51 2.12 ... 2.96 .32 9.11 3.69 Puyi PUYI ... dd 5.48 +0.07 –.08 ... ... ... 98.39 34.11 SageTherap SAGE ... 6 70.86 –4.21 11.43 –6.86 –5.16 ... 56.95 11.89 Stratasys SSYS ... dd 19.80 –0.25 –8.08 –.22 .10 ...
11.05 4.86 PCTEL PCTI 3.3 36 6.66 –0.11 .19 .25 .39 .055 78.95 37.02 QAD A QADA .4 cc 64.64 –5.28 .53 ... ... .072 249.30 93.58 Saia SAIA ... 44 244.01 –0.89 5.20 7.05 7.77 ... 187.98 73.81 StrategicEd STRA 3.1 29 76.61 –0.70 3.77 5.40 6.24 .60
M22 BARRON’S May 17, 2021

Nasdaq Issues
- Earnings - - Earnings - - Earnings - - Earnings -
52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt
67.28 12.51 Strattec STRT ... 19 45.00 +0.30 –2.04 ... 6.73 ... 67.00 4.41 Tilray TLRY ... dd 13.93 –2.25 –2.15 –.23 –.12 ... 262.77 139.05 UnivDisplay OLED .4 62 192.74 –28.55 2.80 4.12 5.27 .20 14.62 3.89 VoyagerTherap VYGR ... 4 4.56 +0.25 .98 ... ... ...
37.36 14.04 StratusProp STRS ... dd 27.24 –1.95 –2.78 –1.54 –1.59 ... 30.75 15.88 TimberlandBncp TSBK 2.8 9 29.71 +0.37 2.88 .90 1.02 .21 65.02 35.09 UnivElectro UEIC ... 17 46.65 –3.93 2.72 ... ... ... 75.49 26.96 Vroom VRM ... dd 38.86 –1.04 –2.76 ... –1.82 ...
4.63 1.87 StrongbridgeBio SBBP ... dd 2.35 –0.10 –.78 –.53 –.30 ... 30.00 8.18 TitanMachinery TITN ... 30 26.05 –0.20 .86 1.42 1.69 ... 27.95 11.83 UnivLogistics ULH 1.6 13 26.83 +0.68 1.78 3.18 3.48 .105 19.98 4.82 WaveLifeSci WVE ... dd 6.21 +0.13 –3.82 –2.42 –2.10 ...
27.40 13.82 SummitFin SMMF 2.7 9 24.76 –0.12 2.41 3.01 2.77 .17 25.45 8.34 TivityHealth TVTY ... dd 24.30 +0.09 –4.54 ... ... ... 11.41 5.12 UnivStainless USAP ... dd 9.60 +0.65 –2.16 –1.34 –.05 ... 333.42 169.80 WD-40 WDFC 1.1 46 252.48 +9.64 4.40 ... 5.63 .72
18.25 8.90 SummitStateBk SSBI 3.0 9 16.23 –0.22 1.73 .67 .56 .12 12.17 1.76 TizianaLifeSci TLSA ... dd 2.31 –0.07 –.14 –.07 –.27 ... 11.99 3.01 UniversePharm UPC ... ... 3.24 +0.05 ... ... ... ... 55.18 23.32 WSFS Financial WSFS 1.0 16 53.29 +0.96 2.27 3.68 3.85 .13
12.30 2.91 SummitTherap SMMT ... dd 5.41 –0.41 –.76 –.08 –.77 ... 2.46 0.51 TonixPharm TNXP ... dd 1.06 –0.01 –.55 –.21 –.19 ... 30.14 13.68 UnivestFin UVSP 2.7 11 29.18 –0.20 1.60 ... 2.39 .20 16.40 13.00 WVS Financial WVFC 2.5 20 15.76 –0.28 1.41 1.56 1.12 .10
46.37 15.80 SumoLogic SUMO ... dd 16.86 –0.64 –1.65 –.48 –.42 ... 10.05 6.34 Torm TRMD 20.9 8 9.11 –0.38 1.19 –.25 .66 .85 38.50 2.84 UpFintech TIGR ... cc 16.79 –0.27 ... .31 .53 ... 39.01 17.75 WW Intl WW ... 42 37.31 +0.27 1.07 ... ... ...
44.13 31.02 SunCountryAir SNCY ... ... 39.55 –1.31 ... –.11 1.87 ... 34.45 17.61 TowerSemi TSEM ... 31 26.48 –2.02 .77 1.34 1.73 ... 53.00 27.07 UplandSoftware UPLD ... dd 41.10 –3.10 –1.92 2.02 2.08 ... 5.85 1.76 Waitr WTRH ... 16 2.03 –0.10 .15 .08 .12 ...
17.07 3.41 SunOpta STKL ... dd 12.32 +0.93 .75 .05 .12 ... 33.10 15.36 TowneBank TOWN 2.2 13 33.05 +0.33 2.01 2.64 2.10 .18 165.66 22.61 Upstart UPST ... ... 103.36 +7.39 ... .62 .87 ... 57.05 33.36 WalgreensBoots WBA 3.4 dd 54.71 +0.18 .52 4.66 5.18 .4675
57.52 4.03 SunPower SPWR ... 11 22.24 –1.13 2.48 ... ... ... 200.75 106.76 TractorSupply TSCO 1.1 26 187.88 –7.58 6.38 ... 7.74 .52 63.88 11.28 Upwork UPWK ... dd 39.99 –2.05 –.19 –.06 .08 ... 39.61 25.61 WarnerMusic WMG 1.4 dd 34.71 –1.92 –.82 .72 1.01 .12
100.93 13.59 SunRun RUN ... dd 41.42 –4.22 –1.24 –.09 –.09 ... 972.80 269.00 TradeDesk TTD ... cc 517.49 –143.94 ... 6.18 7.36 ... 41.95 14.41 UrbanOutfitters URBN ... cc 37.36 –2.12 .01 ... 2.27 ... 34.00 20.01 WashingtonFederal WAFD 2.7 17 33.52 +0.47 2.26 2.10 2.23 .23
40.71 21.95 SuperMicroComp SMCI ... 21 36.26 –0.13 1.60 2.46 3.31 ... 84.37 50.18 Tradeweb TW .4 87 83.88 +1.35 ... 1.57 1.74 .08 30.89 14.66 UroGenPharma URGN ... dd 15.20 –3.02 –5.90 –4.85 –3.58 ... 55.07 27.80 WashTrBcp WASH 3.9 12 53.39 +0.96 4.00 ... 3.74 .52
29.33 7.93 SuperiorGroup SGC 1.5 8 26.13 +0.26 2.65 1.47 2.01 .10 13.71 3.26 TransActTechs TACT ... dd 12.63 –0.06 –.72 –.82 –.04 ... 109.00 77.22 UtahMedProducts UTMD 1.3 30 88.50 –0.77 2.94 3.02 3.17 .285 21.41 12.40 WaterstoneFinl WSBF 4.0 5 19.98 –0.06 3.30 2.32 1.59 .20
32.31 17.20 SupernusPharms SUPN ... 15 30.54 +1.17 2.36 1.06 ... ... 54.15 22.87 Transcat TRNS ... 52 48.40 –0.66 1.08 .96 1.24 ... 2.54 0.82 UTStarcom UTSI ... dd 1.23 –0.03 –.66 –.14 .04 ... 36.79 11.50 Watford WTRE ... 2 34.85 –0.06 3.04 3.16 2.49 ...
14.40 2.58 SurfaceOncol SURF ... 23 7.87 –0.05 1.57 –1.14 –1.42 ... 34.64 11.91 TranslateBio TBIO ... dd 17.16 –2.27 –.80 ... 1.23 ... 3.60 0.72 Uxin UXIN ... dd 2.73 –0.10 ... –2.01 –.21 ... 26.50 17.33 WaysideTech WSTG 2.8 21 24.52 +0.12 1.01 1.44 1.60 .17
3.97 1.46 Surgalign SRGA ... dd 1.50 –0.23 –.45 ... ... ... 49.50 11.51 TransMedics TMDX ... dd 22.24 –2.00 –1.16 –1.07 –.57 ... 63.55 28.93 Weibo WB ... 36 48.91 +1.00 ... 2.62 ... ...
.10
52.88
59.75
9.29
33.84
SurgeryPartners
Surmodics
SGRY
SRDX
...
...
dd
cc
52.13
54.83
+0.52
–0.34
–3.19
.08
–.15
.22
.40 ...
1.00 ...
35.99
19.83
8.75
4.19
TravelCenters
Travelzoo TZOO
TA ...
...
cc
dd
25.94
16.29
–1.38
–1.16
–1.23
–1.18
...
.16
...
.63
...
... VW 24.91
23.99
18.86
11.23
Wendy's
WerewolfTherap
WEN
HOWL
1.3
...
37
...
23.40
11.63
+0.60
–2.62
.52
...
.73
...
.84
... ...
28.30 7.06 SutroBioph STRO ... dd 19.68 +0.39 –.99 –2.14 –2.30 ... 33.09 14.50 TravereTherap TVTX ... dd 18.27 –1.74 –3.56 –2.69 –1.94 ... 49.76 35.15 WernerEnterprises WERN 1.0 17 48.47 +0.25 2.44 3.37 3.47 .12
46.68 22.97 SykesEnterprises SYKE ... 25 42.56 –0.74 1.39 3.07 3.41 ... 34.47 24.25 TreaceMed TMCI ... dd 29.44 –3.13 ... ... ... ... 1.90 1.20 VEON VEON ... dd 1.85 +0.04 –.20 .34 .40 ... 39.53 18.23 WesBanco WSBC 3.3 16 39.49 +0.48 1.77 ... ... .33
10.60 3.81 Synalloy SYNL ... dd 9.68 +0.35 –3.00 .04 .34 ... 19.57 9.90 TreanInsurance TIG ... 9 16.40 –1.31 2.07 .89 ... ... 27.78 4.64 VOXX Intl VOXX ... dd 13.72 –3.65 ... ... .11 ... 27.90 15.11 WestBancorp WTBA 3.5 13 27.81 +0.41 1.98 2.68 2.46 .24
146.93 55.59 Synaptics SYNA ... 30 123.72 –7.11 3.41 8.22 8.80 ... 6.60 1.81 TremontMortgage TRMT 6.9 5 5.81 –0.15 1.07 .68 .94 .10 48.03 20.89 VSE VSEC .8 dd 43.65 –0.28 –.47 2.78 ... .09 66.85 51.32 WestamericaBncp WABC 2.6 21 64.18 –0.16 2.98 3.03 ... .41
6.59 2.17 Synchronoss SNCR ... dd 3.01 –0.12 –1.16 –.62 –.20 ... 8.50 1.94 TreviTherap TRVI ... dd 2.06 –0.04 –1.81 ... ... ... 13.20 3.11 VyneTherap VYNE ... dd 3.53 –0.10 –7.88 –1.30 –.61 ... 74.70 33.53 WesternDigital WDC ... 64 71.87 +0.22 –.84 3.90 8.62 ...
27.85 13.02 SyndaxPharm SNDX ... dd 18.53 +2.49 –1.87 –2.31 –2.17 ... 18.54 8.58 TribunePub TPCO ... 11 17.32 –0.17 –1.08 1.06 1.48 ... 17.87 12.25 Vaccitech VACC ... ... 16.77 +3.24 –697.54 ... ... ... 9.24 4.79 WestNewEngBncp WNEB 2.3 14 8.58 +0.26 .45 .80 .75 .05
89.95 50.27 SyneosHealth SYNH ... 46 85.75 +2.93 1.83 4.32 4.95 ... 32.39 3.74 Tricida TCDA ... dd 4.65 +0.59 –5.29 –3.18 –2.88 ... 14.74 6.50 ValleyNatlBncp VLY 3.0 14 14.52 +0.02 .93 ... ... .11 12.95 1.10 WestportFuelSys WPRT ... cc 5.36 –0.89 –.05 .03 .10 ...
5.11 1.78 Synlogic SYBX ... dd 3.46 +0.32 –1.65 –1.42 –1.31 ... 51.66 23.38 TriCoBancshares TCBK 2.1 17 47.12 +0.30 2.16 2.84 3.20 .25 30.47 26.56 Valneva VALN ... dd 29.11 –0.40 –1.62 ... ... ... 24.89 15.13 WeycoGroup WEYS 4.5 dd 21.39 +0.64 –.87 1.43 1.53 .24
300.91 151.52 Synopsys SNPS ... 52 239.70 –2.14 4.27 6.29 7.16 ... 36.62 19.10 TriMas TRS ... dd 33.17 –0.39 –1.83 ... ... ... 20.51 9.00 VandaPharm VNDA ... 33 18.65 +0.79 .42 ... ... ... 54.99 19.48 Willdan WLDN ... dd 38.40 +0.59 –1.23 1.72 2.48 ...
7.89 0.63 SyprisSolutions SYPR ... 39 3.12 –0.30 .08 .06 .11 ... 84.87 34.38 Trimble TRMB ... 44 76.31 –3.02 1.55 2.44 2.76 ... 26.14 10.37 VarexImaging VREX ... dd 23.93 –0.59 –1.49 1.00 1.24 ... 47.78 14.51 WillisLease WLFC ... cc 45.76 +3.50 1.05 1.10 1.40 ...
15.65 4.75 SyrosPharm SYRS ... dd 5.22 +0.02 –1.82 –1.47 –1.81 ... 6.82 1.21 TrinityBiotech TRIB ... 6 3.40 +0.41 –.32 .32 .32 ... 75.33 24.11 VaronisSystems VRNS ... dd 45.57 –2.12 –1.00 ... ... ... 271.87 179.31 WillisTowers WLTW 1.1 24 264.85 –5.22 7.65 12.68 13.60 .71
15.99 13.46 TrinityCapital TRIN ... 7 14.55 –0.39 ... 1.34 1.68 ... 3.17 1.01 VascularBiogenics VBLT ... dd 1.98 –0.08 –.55 –.47 –.43 ... 29.50 3.20 WiMiHologram WIMI ... dd 5.03 –0.35 ... .03 .10 ...
22.35 7.44 VastaPlatform VSTA ... dd 8.23 –0.79 ... 1.51 2.60 ... 172.87 112.47 Wingstop WING .4 cc 136.23 –9.96 .78 1.43 1.83 .14
T 45.19
64.95
23.12
15.31
Trip.com
TripAdvisor
TCOM
TRIP
...
...
dd
dd
37.51
42.17
–1.71
–2.00
–6.26
...
3.19
–.05
10.59
1.35
...
... 58.48 15.51 Vaxcyte PCVX ... dd 19.24 +1.60 –3.02 ... –2.19 ... 200.99 124.25 Winmark WINA .9 24 197.08 –1.65 7.72 2.01 2.25 .45
26.42 12.09 TriStateCapital TSC ... 17 22.88 –0.37 1.30 1.44 ... ... 37.70 12.62 VectivBio VECT ... ... 13.77 +0.27 –6.24 –2.20 –2.02 ... 87.85 31.91 WintrustFin WTFC 1.5 13 80.62 +2.19 4.68 ... 5.30 .31
50.13 21.81 TCF Financial TCF 3.0 25 47.35 +0.26 1.40 3.29 3.26 .35 15.45 4.68 Triterras TRIT ... cc 4.93 –1.28 –.10 .64 .95 ... 24.55 9.98 VeecoInstr VECO ... dd 22.07 –0.60 –.17 1.18 1.54 ... 7.19 2.59 WisdomTreeInvs WETF 1.8 dd 6.65 –0.41 –.25 .33 .36 .03
13.98 7.70 TCG BDC CGBD 9.6 5 13.31 –0.35 .08 1.46 1.52 .04 97.49 20.63 TriumphBancorp TBK ... 21 86.00 –4.89 2.53 4.16 3.95 ... 32.50 8.97 VelodyneLidar VLDR ... dd 9.68 –2.13 –1.01 –.51 –.24 ... 22.40 3.95 WISeKey WKEY ... dd 7.43 –0.40 ... –.39 –.50 ...
35.86 8.77 TCR2 Therap TCRR ... dd 19.48 –1.02 –2.40 –2.38 –2.89 ... 5.88 1.25 trivago TRVG ... dd 3.68 –0.12 ... –.03 .04 ... 14.41 0.34 VelodyneLidarWt VLDRW ... ... 3.00 –0.31 ... ... ... ... 362.07 188.37 Wix.com WIX ... dd 222.64 –66.15 –3.03 –1.47 –.67 ...
23.55 11.03 TelaBio TELA ... dd 12.43 –0.47 –2.23 –2.13 –1.64 ... 6.47 2.27 TrueCar TRUE ... 6 4.66 +0.04 .72 ... ... ... 5.00 1.60 VenusConcept VERO ... dd 1.80 +0.04 –2.33 –.49 –.30 ... 130.75 53.21 Woodward WWD .5 38 121.90 –8.03 3.74 ... 4.57 .1625
21.14 4.60 TFF Pharm TFFP ... dd 9.24 –0.35 –.91 –.87 –.37 ... 126.53 25.39 Trupanion TRUP ... dd 78.02 –5.26 –.16 –.73 –.31 ... 12.19 3.83 VeraBradley VRA ... 44 10.91 –0.13 .26 .86 1.01 ... 282.77 149.84 Workday WDAY ... dd 228.77 –7.94 –1.19 ... 3.49 ...
22.27 13.32 TFS Fin TFSL 5.1 70 22.01 +2.01 .29 .26 ... .28 7.95 5.05 TrustcoBank TRST 3.5 14 7.77 +0.18 .54 ... ... .0681 13.15 11.00 VeraTherap VERA ... ... 11.50 +10.32 ... ... ... ... 170.98 52.66 WorldAcceptance WRLD ... 11 148.37 +14.08 13.23 7.75 6.89 ...
143.09 93.00 T-MobileUS TMUS ... 58 141.52 +2.40 2.65 2.23 3.28 ... 36.31 20.08 Trustmark TRMK 2.7 12 34.45 +0.87 2.51 2.43 ... .23 86.03 22.69 Veracyte VCYT ... dd 36.56 –7.79 –.66 –1.34 –.70 ... 143.88 67.54 WynnResorts WYNN ... dd 126.67 +0.38 –19.37 ... ... ...
81.36 17.25 TPIComposites TPIC ... dd 44.48 –3.64 –.54 .79 1.74 ... 5.28 0.75 Tuniu TOUR ... dd 2.15 –0.37 ... ... ... ... 3.20 1.08 Verastem VSTM ... dd 2.94 +0.09 –.44 –.30 –.26 ...
192.10
109.95
110.69
36.43
TRowePrice
TTEC
TROW
TTEC
2.3
.8
16
35
191.07
107.98
+1.84
+6.45
9.98
2.52
12.49
4.26
13.11
4.63
1.08
.43
141.30 54.43 TurningPtTherap TPTX ... dd 69.35 +4.39 –3.85 –4.64 –6.37 ... 52.70
224.96
20.57
184.60
VerintSystems
VeriSign
VRNT
VRSN
...
...
dd
40
45.35
220.92
–1.32
–1.97
–.23
7.07
2.20
5.53
2.56
6.38
...
...
XYZ
35.74 9.24 TurtleBeach HEAR ... 9 28.00 +1.44 2.37 1.48 1.75 ...
15.33 10.08 TTM Tech TTMI ... dd 14.96 –0.13 1.67 ... ... ... 41.50 32.13 TuSimple TSP ... ... 36.77 –0.52 ... –2.00 –1.70 ... 210.66 151.54 VeriskAnalytics VRSK .7 41 175.00 –3.77 4.31 ... 5.88 .29 46.32 15.48 XOMA XOMA ... cc 29.92 –1.83 .78 –1.28 –.80 ...
3.79 0.53 T2Biosystems TTOO ... dd 1.05 –0.14 –.39 –.30 –.27 ... 44.45 12.67 21 Vianet VNET ... dd 25.77 +0.07 ... –2.77 –2.39 ... 36.13 14.17 Veritex VBTX 1.9 17 35.26 –0.50 1.48 ... ... .17 52.94 25.56 XP XP ... 54 42.90 –1.88 ... 4.84 6.18 ...
69.31 30.12 TabulaRasaHlth TRHC ... dd 40.82 –6.31 –3.71 .14 .41 ... 13.70 4.66 TwinDisc TWIN ... dd 13.38 +0.63 –3.03 –.66 .02 ... 50.34 6.63 Veritone VERI ... dd 18.33 –1.63 –1.73 –.48 –.38 ... 21.48 12.76 XBiotech XBIT ... dd 17.11 +0.07 –.36 .23 .20 ...
64.53 30.31 TactileSystems TCMD ... dd 54.51 –1.40 –.03 .44 .87 ... 214.07 34.16 TwistBiosci TWST ... dd 92.68 –24.06 –3.57 –3.01 –2.93 ... 15.71 4.02 VeronaPharma VRNA ... dd 5.92 –0.30 –2.02 –2.07 –1.11 ... 4.15 0.64 XcelBrands XELB ... dd 1.91 +0.01 –.68 ... .17 ...
12.65 4.07 TaiwanLiposome TLC ... dd 5.47 +0.08 –.84 –.66 –.52 ... 59.74 28.45 2U TWOU ... dd 34.88 –2.76 –3.22 ... ... ... 18.42 6.02 VerricaPharm VRCA ... dd 11.70 +0.20 –1.71 –1.60 –1.87 ... 76.44 56.49 XcelEnergy XEL 2.6 25 71.72 +0.40 2.79 2.98 3.17 .4575
214.91 124.86 TakeTwoSoftware TTWO ... 39 166.99 –3.08 3.54 ... 6.04 ... 39.71 16.06 Vertex VERX ... dd 18.60 +1.21 –.60 ... ... ... 58.35 27.38 Xencor XNCR ... dd 40.54 +0.93 –1.21 –1.74 –2.40 ...
17.50 12.70 TalarisTherap TALS ... ... 13.83 –2.42 –.63 ... ... ... 306.08 202.57 VertxPharm VRTX ... 21 217.09 +2.08 10.29 11.00 12.42 ...
65.90 28.75 Talend TLND ... dd 64.79 –0.03 –2.54 –.81 –.21 ... U 101.60 19.71 ViacomCBS A VIACA 2.2 10 44.03 –0.29 ... ... 4.11 .24
21.94
7.94
9.32
2.45
XenonPharms
XerisPharm
XENE
XERS
...
...
dd
dd
17.34
3.44
–1.17
+0.19
–.81
–2.14
–1.47
–1.12
–2.26
–.63
...
...
33.90 9.43 TalisBiomed TLIS ... ... 10.07 –1.52 ... –2.69 –1.53 ... 101.97 16.58 ViacomCBS B VIAC 2.5 9 38.91 –0.48 ... ... 4.11 .24 7.44 0.98 XiaobaiMaimai HX ... ... 1.29 –0.15 –4.38 ... ... ...
123.74 75.26 TandemDiabetes TNDM ... dd 78.90 –5.24 –.56 ... .62 ... 89.97 37.09 UFP Inds UFPI .7 17 83.14 –5.04 4.00 5.57 ... .15 69.16 23.65 ViantTech DSP ... cc 27.38 –5.53 ... –.92 –.06 ... 154.93 80.70 Xilinx XLNX .0 45 118.00 –6.43 2.62 3.39 ... .38
3.88 1.50 TarenaIntl TEDU ... ... 3.77 –0.06 ... ... ... ... 99.98 42.81 UMB Fin UMBF 1.3 13 99.55 +1.37 5.93 7.03 6.03 .32 61.35 29.82 ViaSat VSAT ... dd 48.60 –0.98 ... ... .71 ... 25.03 11.03 Xperi XPER 1.0 19 20.94 +0.05 1.75 1.73 2.00 .05
63.69 15.32 TarsusPharm TARS ... dd 29.46 –0.52 ... –1.17 –5.53 ... 21.89 4.09 USA Truck USAK ... 14 17.53 +0.49 .53 2.20 2.23 ... 19.24 12.94 Viatris VTRS 2.8 dd 16.00 +1.92 –1.11 3.57 3.68 .11 11.22 2.55 Xunlei XNET ... dd 4.26 –0.46 –.20 ... ... ...
8.34 3.40 TatTechnologies TATT ... dd 5.45 +0.24 –.60 –.05 ... ... 78.99 16.39 US Concrete USCR ... 40 57.04 –0.33 1.53 2.42 ... ... 17.13 10.44 ViaviSolutions VIAV ... 51 16.47 +0.11 .12 ... ... ... 55.22 24.78 Y-mAbsTherap YMAB ... dd 34.19 –0.01 –2.97 –1.21 ... ...
33.35 18.16 TayshaGene TSHA ... dd 20.94 –0.26 –3.40 ... –3.96 ... 45.72 27.76 US Ecology ECOL ... dd 42.15 –1.10 –12.51 .79 ... ... 104.68 53.50 Vicor VICR ... cc 78.50 –8.25 ... ... ... ... 74.32 37.93 Yandex YNDX ... cc 63.43 –2.17 ... 76.45 124.67 ...
101.12 23.03 TechTarget TTGT ... cc 69.99 –4.04 .61 1.87 2.03 ... 156.00 66.20 US Lime&Min USLM .5 27 141.48 –1.28 5.00 1.83 2.25 .16 30.75 13.29 VictoryCapital VCTR 1.2 10 29.54 –0.21 ... 4.61 4.82 .12 10.20 1.38 Yellow YELL ... dd 6.34 –0.83 –1.28 –1.28 .10 ...
15.32 8.22 Ericsson ERIC 1.0 21 13.26 –0.64 ... .69 .83 .0546 24.77 8.56 uCloudlink UCL ... dd 10.64 –0.06 –2.50 –.72 –.10 ... 11.16 7.26 VidlerWater VWTR ... 14 9.57 +0.04 .52 ... ... ... 52.50 40.49 YorkWater YORW 1.5 39 48.59 –0.42 1.27 1.30 1.34 .1874
5.94 0.46 Teligent TLGT ... dd .51 –0.04 –4.70 ... –2.40 ... 351.00 186.01 UltaBeauty ULTA ... cc 324.28 +1.54 3.11 9.66 11.89 ... 13.31 6.02 View VIEW ... ... 6.31 –1.09 ... –1.54 –.62 ... 6.05 1.67 Yunji YJ ... dd 1.90 –0.09 ... .35 ... ...
41.84 18.08 Telos TLS ... cc 35.52 +4.44 ... .30 .70 ... 65.33 17.84 UltraClean UCTT ... 22 48.71 –1.43 1.89 3.90 4.42 ... 2.94 0.78 ViewWt VIEWW ... ... 1.36 –0.29 ... ... ... ... 5.95 2.06 Ziopharm ZIOP ... dd 3.17 –0.03 –.38 –.45 ... ...
203.25 72.04 10xGenomics TXG ... dd 143.79 –2.57 ... –.79 –.39 ... 179.65 63.94 UltragenyxPharm RARE ... dd 110.88 –3.65 –3.07 –6.11 –5.30 ... 7.36 1.72 ViewRay VRAY ... dd 5.18 –0.26 –.73 –.68 –.63 ... 193.54 62.89 ZaiLab ZLAB ... dd 152.93 –5.21 –3.47 –4.26 –2.83 ...
58.45 27.00 Tenable TENB ... dd 39.72 +2.62 –.42 .27 .39 ... 9.20 5.10 Ultralife ULBI ... 28 8.37 +0.54 .33 .37 .50 ... 10.09 5.26 VikingTherap VKTX ... dd 6.17 +0.27 –.54 ... –1.10 ... 44.42 27.90 ZealandPharma ZEAL ... dd 29.00 –3.05 –3.38 –3.89 –3.79 ...
147.90 56.42 Teradyne TER .3 28 122.35 –5.82 4.28 ... ... .10 19.62 9.34 Umpqua UMPQ 4.3 10 19.37 +0.12 –6.92 ... ... .21 27.88 21.00 VillageSuper A VLGEA 3.9 13 25.32 +0.07 1.72 2.13 2.30 .25 518.66 216.65 ZebraTech ZBRA ... 41 486.73 –1.85 9.35 16.92 ... ...
28.36 14.58 TernsPharm TERN ... ... 15.91 –0.71 ... ... –2.81 ... 8.60 4.01 UnicoAmerican UNAM ... dd 4.80 +0.15 –4.05 .55 .70 ... 19.46 10.50 VinciPartnersInvt VINP ... ... 11.60 +0.55 ... 3.90 5.41 ... 62.79 25.41 ZentalisPharm ZNTL ... dd 58.82 –0.36 ... –3.77 –4.09 ...
30.04 19.23 TerritBanc TBNK 3.6 12 25.87 –0.09 2.01 ... 1.72 .23 36.40 17.07 UnionBankshares UNB 4.1 11 32.35 –1.68 2.85 2.63 3.20 .33 18.99 4.84 ViomiTech VIOT ... 20 7.20 +0.09 ... 2.29 5.83 ... 212.40 46.18 Zillow A ZG ... cc 113.32 –6.08 ... 1.06 ... ...
900.40 157.00 Tesla TSLA ... cc 589.74 –82.63 .64 ... ... ... 71.45 28.58 uniQure QURE ... dd 32.44 –0.11 –2.81 .21 –1.28 ... 19.48 6.52 ViperEnergyPtrs VNOM 5.4 dd 18.55 –0.38 –2.84 .40 .51 .25 208.11 46.50 Zillow C Z ... cc 111.88 –6.67 ... ... ... ...
9.25 4.12 TesscoTech TESS ... dd 7.30 –0.36 –1.01 –1.20 ... ... 63.70 19.28 UnitedAirlines UAL ... dd 55.28 +0.55 –25.30 –13.64 2.55 ... 141.01 25.31 VirBiotech VIR ... dd 42.21 –0.76 –2.51 –1.99 –.40 ... 60.44 26.81 ZionsBancorp ZION 2.3 12 60.20 +0.93 3.02 4.15 4.37 .34
144.77 67.55 TetraTech TTEK .7 36 122.31 –1.66 3.16 3.66 4.04 .20 32.00 13.50 UnitedBancshares UBOH 2.4 6 28.40 –3.43 4.16 ... ... .17 24.80 3.92 ViractaTherap VIRX ... dd 7.68 –2.82 –5.36 –2.13 –1.18 ... 10.37 5.24 Zix ZIXI ... dd 6.97 –0.13 –.29 ... .69 ...
93.26 24.00 TexasCapBcshs TCBI ... 24 69.13 –1.10 1.12 ... ... ... 42.38 20.57 UnitedBkshrsWV UBSI 3.3 15 42.29 +1.29 2.40 2.77 2.41 .35 4.61 1.94 VircoMfg VIRC ... dd 3.19 –0.06 –.14 .11 .31 ... 32.42 16.73 Zogenix ZGNX ... dd 19.12 +0.25 –3.90 –3.45 –1.83 ...
197.58 105.45 TexasInstruments TXN 2.2 28 183.27 –4.49 5.97 7.40 7.73 1.02 36.67 15.52 UtdCmtyBks UCBI 2.1 15 35.41 +0.68 1.91 ... 2.38 .19 32.35 20.93 VirtuFinancial VIRT 3.3 5 28.99 +0.86 5.16 4.11 2.86 .24 588.84 149.16 ZoomVideo ZM ... cc 307.89 +12.65 2.25 3.75 4.07 ...
110.75 43.39 TexasRoadhouse TXRH .0 87 98.55 –6.08 .45 3.41 3.93 .40 36.40 18.83 UnitedFire UFCS 1.8 dd 33.00 +0.50 –4.50 .53 1.34 .15 281.99 80.26 VirtusInvtPtrs VRTS 1.2 18 268.04 –7.54 10.02 ... ... .82 64.40 30.83 ZoomInfoTech ZI ... dd 40.20 –2.78 –.11 .50 .64 ...
25.50 5.51 TheBancorp TBBK ... 15 24.52 +0.17 1.37 1.75 1.98 ... 18.30 13.18 UnitedGuardian UG 4.7 19 15.43 +0.63 .72 1.02 1.07 .36 147.55 60.93 Visteon VC ... dd 116.77 –10.34 –2.01 2.84 5.75 ... 7.34 2.06 Zovio ZVO ... dd 2.09 –1.46 –1.53 –.22 .55 ...
2.75 1.00 TherapeuticsMD TXMD ... dd 1.05 –0.04 –.67 –.39 –.11 ... 8.92 5.40 UnitedSecBcshrs UBFO 5.4 18 8.11 +0.08 .53 .85 .99 .11 43.30 19.38 VitalFarms VITL ... 78 20.37 –0.49 .27 .01 .06 ... 230.88 69.83 Zscaler ZS ... dd 165.34 –3.98 –.89 .40 .60 ...
28.57 14.48 TheravanceBio TBPH ... dd 18.72 –1.03 –4.46 –3.62 –2.34 ... 212.62 98.37 UnitedTherap UTHR ... 22 197.87 +2.45 11.54 11.74 15.79 ... 17.00 10.61 Vitru VTRU ... cc 14.80 +2.60 ... 1.75 2.58 ... 49.23 17.61 Zumiez ZUMZ ... 15 43.89 –2.00 3.00 3.18 3.61 ...
8.50 2.29 36Kr KRKR ... dd 2.36 –0.50 ... –.03 ... ... 13.40 7.67 Uniti UNIT 5.6 dd 10.72 –0.16 –3.47 .54 .65 .15 20.36 13.14 Vodafone VOD 5.2 20 20.08 +0.06 –.35 ... ... .5325 52.00 25.75 Zymergen ZY ... ... 31.92 –10.85 ... ... ... ...
31.60 14.23 ThredUp TDUP ... ... 18.17 +1.48 ... –.64 –.27 ... 23.97 10.56 UnityBancorp UNTY 1.3 9 23.72 +1.07 2.19 ... 2.66 .08 15.72 8.80 Vonage VG ... dd 13.08 –0.03 –.15 .22 .27 ... 9.00 3.12 ZynerbaPharma ZYNE ... dd 4.46 –0.03 –1.90 –.96 –1.14 ...
35.15 8.69 360DigiTech QFIN ... 7 23.68 +0.01 ... 31.27 39.33 ... 15.44 2.72 UnityBiotech UBX ... dd 4.20 –0.43 –1.84 –1.58 –1.17 ... 63.62 18.11 VorBiopharma VOR ... dd 19.50 –5.03 ... –2.33 –2.47 ... 12.32 7.65 Zynga ZNGA ... dd 10.23 –0.76 –.42 .40 .47 ...

WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS
CNA Fin Greif A NuvShrtDurCrOppFd ValmontInds ChoiceHotels ING Groep PampaEnergia WestRock AusterlitzII A FigureAcqnI Wt NewOrientalEduc SupernovaPtrsII A
CNH Indl Griffon NuvTaxAdvTR Valvoline Cigna Invesco ParamountGroup Westwood BEST FinanceofAm NewRelic SupernovaPtrsA
Continued from page M37. CNO Financial Guess NuvTaxAdDivGr Vedanta CimarexEnergy ITT ParkerHannifin Weyerhaeuser BabcockWilcoxPfdA FinTechEvolA NorthernStarAcqn SupernovaPtrsWt
CONSOL Energy HCA Healthcare nVentElectric Veritiv Citigroup IllinoisToolWks PartnerRePfdJ Whirlpool BlkRkInnov First HS Educ NorthernStarAcqnWt SwitchbackII Wt
BlkRkRscs&Comm GAMCO Investors NewIrelandFd TortPwEnInfrFd CRH HNI OFGBancorp Verso CitizensFin Ingevity PartyCity WhitingPetrol BlueApron FirstHorizonPfdF NorthernStrIV A TAL Education
BlkRkVA Muni GAMCONatRscGold NewJerseyRscs TownsquareMedia CVS Health HP O-I Glass VerticalCapInFd CleanHarbors Ingredion PeabodyEnergy Wiley B BluescapeOppsWt FirstMarkHorizonWt ON24 TCW Spac Wt
Blackstone GATX NexPtStratOpps TraneTech Cabot HSBC ONEOK VirginGrpII A ClearBrEnerMid InsteelInds Pearson Williams BoqiiHolding ForestRoadAcqnIIWt Olo TPGPaceBenII
BlackstoneStrCred GMS NielsenHoldings Travelers Caleres HancockPfdIncmIII OceaneeringIntl VirginGrpII Wt ClearBridgeMLP IntlGameTech PebblebrookPfdG Williams-Sonoma BrightScholarEduc FortressCapWt OneSmartIntl TPG Pace Solns
BlockHR GabelliDividend NiSource Trex CallawayGolf HancockTaxAdvDiv OldRepublic VoyaGlbAdvantage ClearBridgeMLP TR IntlPaper PembinaPipeline Wipro BroadmarkRltyWt FortressValueIV Wt OnionGlobal TailwindTwoA
BlueLinx GabelliEquity NiSourceUn Tri-Continental CallonPetrol HancockTxAdvGlb Olin VoyaInfrIndls Cleveland-Cliffs Interpublic PennyMacMtgPfA WolverineWwide BrookfieldBRP Nts FreedomI A OscarHealth TeladocHealth
BoiseCascade GabelliHlth NorfolkSouthern TriPointe CamdenProperty Hanesbrands Omnicom VoyaNaturalRscs Coca-Cola InvescoCreditOpps PennyMacPfdB WooriFin BuildAcqnWt FusionAcqnIIA OsirisAcqn TortoiseAcqnII
BonanzaCreekEner Gallagher NorthAmConstr Tronox Cameco HanoverIns OneLiberty VulcanMatls Coca-ColaEuro InvescoHiIncmTrII PenskeAuto XPO Logistics ButterflyNtwk GATX Nts PeridotAcqnIIA Tuya
BootBarn Gap NorthropGrum TruistFinl CIBC Harsco Oracle WPP CBRE Acqn Wt G&P Acqn A PeridotII Wt UWM
C&S CEOppFd InvescoHiIncm2024 Pentair Xylem
BorgWarner GasLogPtrsPfdA NovoNordisk TsakosEnergyPfdD CanNaturalRes HawaiianElec Oshkosh WasteConnections CCNeubergerIIWt GSXTechedu PineIslandWt UiPath
C&SMLPIn&EnerOpp InvescoHiIncm2023 PetroChina Yeti
BostonProps GatesIndustrial Nucor TurquoiseHill CanPacRlwy Heico A OsirisAcqn WasteMgt C3.ai GTT Comm PivotalInvtIII A VPC Impact III A
BoulderGrowth GencoShipping NuSTARLogNts TysonFoods CLSelPrTechGrFd Invesco MIO PhilipMorris YumBrands
CapitalOne HercHoldings OsiskoGoldRoyal Waters CapOneFinlPfdL HUYA PriorityIncmPfdH VPC Impact III Wt
BrighamMin GenAmInv Nutrien UGI Comerica InvescoMuniOpp PIMCOCAMuniIII ZipRecruiter
CapitalSrLiving HerculesCapital OwensCorning Watsco CatchaInvtA Haemonetic ProtoLabs Vapotherm
BrixmorProp GeneralDynamics NuvCA AMTFrMuni UMH Prop ComfortSystems
Capri Hershey PBF Logistics WattsWater CatchaInvtWt HeritageInsurance Puxin VirginGrpII A
BroadridgeFinl Genesco NuvCA TxF UMH PropPfdC NEW LOWS
Carlisle Hess PCM Fund WeingartenRealty CentralPuerto Hims&HersHealth QuantumFinWt VirginGrpII Wt
Broadstone GenuineParts NuvCoreEqAlpha UMH PropPfdD CarrierGlobal HewlettPackard PGIM GlbHYFd WellsFargo ADC Therap DigitalOcean KKRAcqnI A SQZ Biotech SchwabPfdD HorizonTechNts26 RedBallAcqnWt VirnetX
BrookdaleSrLiving Gerdau NuvCreditStrat US Cellular CatchMarkTimber HiIncomeSecsFd PGIM HYBdFd WellsFargoGlbDiv AccelerateA dMYTechIIIA KKRAcqnI Wt SandbridgeX2 A ChurchillV Wt Hyliion RegionsFinPfdE VistraWt
BrookfieldMgt GettyRealty NuvDow30Dyn UnionPacific Caterpillar HollyEnergy PGT Innovations WescoIntl AccelerateWt dMYTechIIIWt KKR Nts 2061 Similarweb ChurchillVI Wt IonAcqn1 ReinventTechPtrs VivintSmartHome
Brown&Brown GlobalCordBlood NuvDynMuniOpps UPS B CedarRealtyPfC HomeDepot PIMCOCorp&Incm WestFraserTimber AdvMergerPtrsA dMYTechIV A KensingtonII A SimonPropAcqn ChurchillVII Wt IonAcqn1 A ReinventTechA WarburgPinI-A Wt
Brunswick GlobeLife NuvMuniCredit UnitedRentals Celanese DR Horton PIMCODynamicCred WestPharmSvcs AevaTech dMYTechIVWt Lannett SimonPropA CloopenGroup IonAcqn3 ReinventTechWt WarburgPinI-B Wt
Buckle GoldmanSachs NuvMuniIncoOpp US Bancorp Cemex HoulihanLokey PIMCO DynIncmFd WstAstHIF II AjaxI DoorDash LeoHoldingsIII A Snowflake Colonnade II A IonAcqn2 A ReinventTechZ WarburgPincusI-A
Build-A-Bear GS MLPEnergyRen NuvNJ QualMuni US Steel CenterPointPfdB HowardHughes PimcoDynIncm WstAstInflIncm Alteryx DoubleVerify Lightng eMotors SocialCapHedIV Colonnade II Wt iHuman ReinventTechZ A WarburgPincusI-B A
BuildAcqnWt Graco NuvPA QualMuni UnitedHealth CentraisElBras HowmetAerospace PIMCO Ener WstAstInflOpps AltimarAcqnA DragoneerGrwA LiveOakMobilityA SocialCapHedIV A Compass InterPrivateII Wt RibbitLeapUn WarriorTechA
Bunge GrafTechIntl NuvPfd&IncmSecs Univar CenturyComm Hubbell PIMCOIncOpFd WstAstMgdMuni AmbacFinWt DragoneerGrwWt LiveOakMobilWt SocialCapHedosIVWt ComputeHlthWt InterPrivateII A RibbitLeapA Waterdrop
BurlingtonStrs GrahamHoldings NuvQualMuniIncm UniversalHealthB SchwabPfdJ HudbayMinerals PIMCO IncmStrFdII WstAstMuniHiInco AmericanWell DuckhornPtf loanDepot SocialCapHedVI A CooTekCayman Investindustrial RocketCos. XL Fleet
CBIZ Grainger NuvRealAssetIncm UnumGroup Chemours Humana PNC Fin WstAstPrmBdFd ApolloStratGrWt ESM Acqn A LongviewII A SocialCapHedVI Wt Coupang JawsMustangWt RocketInternetA YatsenHolding
CBRE Group GranitePointMtg NuvRealEstIncmFd UrbanEdgeProp Chevron HuntingIngalls POSCO WesternMidstrm ApolloStratII Wt EasterlyGovtProp LongviewII Wt SocialLvgI Wt Coursera JawsSpitfire RocketInternetWt Yext
CF Industries GraphicPkg NuvS&P500BuyWrt UrstadtProp A Chico'sFas Huntsman PPG Ind WestlakeChem AthenaTechWt EmergentBiosol LufaxHolding Spartan II Wt CrucibleAcqn JawsSpitfireA RomeoPower ZeppHealth
CGI GreatAjaxNts24 NuvS&P500DynOver Urstadt Pfd H ChimeraInvt IDACORP PVH WestlakeChemPtrs AtlasCrestInvt FastAcqnII A M3-BrigadeIIWt StarPeak II Wt DPCM Cap Wt JPMorganPfdAA RossAcqnIIA ZipRecruiter
CI Financial GreatWesternBncp NuvSrIncmFd Vale ChimeraPfdC IDT PackagingCpAm WestpacBanking AusterlitzI A FarPeakAcqnWt MissionAdvWt Supernova III Wt DTE EnergyDeb76 JPMorganPfdBB
May 17, 2021 BARRON’S M23

Exchange-Traded Portfolios
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.
HartfordCoreBd HCRB 1.1 40.75 –0.14 .0373 iShFctUSValStyle STLV 2.0 29.23 –0.15 .1394 SPDRDoubleEMFixed EMTL 3.1 50.47 –0.15 .1261 FT LC GrwthAlpha FTC .1 99.30 –2.61 .037 InvscDivAchvrs PFM 1.6 36.65 –0.19 .1316
Bats HartfordLowVolIntl RODE
HartfordShrtDur HSRT
2.9
2.5
28.83
41.12
–0.50
...
.44
.0651
iShFloatingRateBd FLOT
iShGlbxUSDHiYdCpBd HYXU
.7
1.4
50.78
57.43
+0.04
–0.07
.02
.8181
SPDRDoubleShDurTR STOT
SPDRNuvMuniBd MBND
1.5
.9
49.67
29.99
–0.02
–0.08
.0615
.0489
FT LC US Equity RNLC 1.1
FT LC Value FTA 1.6
31.77
67.94
–0.35
–0.24
.0452
.1726
InvscIntLowBeta IDLB
InvscFTSEUS1500SM PRFZ
1.1
.8
30.58
181.88
+0.03
–2.63
.1503
.3859
InnovDoubStkJan DSJA ... 27.58 –0.25 ... iShGlbHiCorpBdFd GHYG 4.5 50.64 –0.07 .1993 SabaClosedEndFds CEFS 8.0 20.93 +0.11 .14 FT LatAmAlpha FLN 1.4 19.67 –0.22 .0494 InvscGlblWater PIO .8 39.16 –0.24 .0057
ARK AutoTech ARKQ .0 77.05 –3.66 .6561 InnovDoubStkOct DSOC ... 29.90 –0.23 ... iShGoldStrategy IAUF 7.9 56.71 +0.42 4.4706 2ndVoteLifeNeutral LYFE .1 29.98 –0.57 .0264 FT LowDurOpp LMBS 2.2 51.08 –0.09 .09 InvscGoldenDragon PGJ .2 57.28 –3.72 .0817
ARKGenomicRev ARKG .0 76.56 –4.31 .4256 InnovDbStk9Jan DBJA ... 26.84 –0.14 ... iShiBdsDec2028Muni IBMQ 1.2 27.33 –0.04 .0254 2ndVoteSocDef EGIS .1 31.65 –0.51 .026 FT LowDurStrat LDSF 2.5 20.29 –0.07 .035 InvscHYBd IHYF 3.6 25.61 –0.11 .0862
ARK Israel Innov IZRL ... 29.67 –1.03 ... InnovDbStk9Oct DBOC ... 28.34 –0.08 ... iShiBdsDec25Muni IBMN .9 27.98 –0.02 .0183 SirenDivDefender DFND ... 36.42 –0.59 ... FT MgdMuni FMB 2.1 57.00 –0.01 .0975 InvscHYEquDivAch PEY 3.5 21.57 +0.08 .0664
ArkSpaceExpln ARKX ... 19.75 –0.69 ... InnovGrowthAccQ XDQQ ... 26.35 –0.37 ... iShiBdsDec24Muni IBMM 1.1 26.96 –0.04 .0207 SirenDivLdrsDiv LEAD .8 51.97 –0.85 .0964 FT MC CoreAlpha FNX .8 97.89 –1.81 .0128 InvscIntlBuyBkAch IPKW 1.2 45.12 –0.94 .2124
AVDR US LC ESG AVDG ... 28.24 –0.38 ... InnovGrwAccPlApr QTAP ... 26.36 –0.41 ... iShiBdsDec27Mun IBMP 1.0 27.07 –0.04 .0214 SmartSustEnerII SULR ... 29.85 –0.72 ... FT MC GrwthAlpha FNY .2 66.79 –1.99 .0697 InvscIntlDivAch PID 2.8 17.85 +0.13 .0981
AVDR US LC Ldg AVDR ... 28.65 –0.41 ... InnovNasd100Oct NOCT ... 37.40 –0.30 ... iShiBdsDec26Muni IBMO .9 26.94 –0.02 .0145 StrategyResRobust ROMO .9 27.32 –0.34 .2422 FT MC US Equity RNMC 1.1 28.77 –0.85 .0546 InvscKBWBank KBWB 1.8 69.00 +0.63 .2905
AffinityWorldLdr WLDR 1.6 27.48 –0.09 .0828 InnovNasd100Apr NAPR ... 36.22 –0.27 ... iShiBdsDec23Muni IBML 1.3 26.12 ... .0257 SwanHdgEqUSLC HEGD ... 17.78 –0.19 ... FT MC ValAlpha FNK 1.2 46.18 –0.52 .0429 InvscKBWHiDvYdFn KBWD 6.8 20.61 –0.11 .1159
AgilityDynTacti THY 3.0 25.17 –0.13 .0796 InnovNasd100Jan NJAN ... 39.30 –0.38 ... iShBds2025TermHY IBHE 5.4 25.08 –0.01 .1069 3DPrintingETF PRNT ... 36.69 –0.77 ... FT MCGrAlpDX FAD .2 107.99 –2.80 .0528 InvscKBWPrEquREIT KBWY 8.2 22.67 –0.32 .1135
AgilityMgdRisk MRSK 3.0 30.14 –0.30 1.1989 InnovNasd100Jul NJUL ... 45.87 –0.05 ... iShiBds2024TermHY IBHD 5.1 24.65 –0.02 .1001 TrendAggSG TEGS .0 27.92 –0.48 3.0537 FT MuCValAlpha FAB 1.2 73.67 –0.43 .1182 InvscKBWP&CIns KBWP 1.8 80.63 –0.11 .5283
AlphaIntQuMom IMOM .3 33.07 –1.50 .084 InnovRuss2000Jul KJUL ... 26.48 ... ... iShBds2021TermHY IBHA 2.9 24.19 +0.01 .0346 TrendAggUS TAEQ .0 26.97 –0.53 2.1143 FTMuniCEFIncmOpp MCEF 3.5 20.68 –0.27 .0625 InvscKBWRegBkg KBWR 2.1 65.43 +0.66 .3008
AlphaIntQuVal IVAL .8 29.55 –0.52 .1699 InnovRuss2000Oct KOCT ... 26.64 –0.02 ... iShBds2026TermHY IBHF 5.1 25.57 –0.02 .1045 TrimDonForRisk DFNV .0 26.56 –0.44 .0053 FTMuniHiIncm FMHI 3.0 55.49 +0.09 .14 InvscNasdNext100 QQQJ .4 31.27 –0.68 .0276
AlphaUSQuMom QMOM ... 45.67 –2.61 ... InnovRuss2000Apr KAPR ... 27.10 –0.22 ... iShBds2023TermHY IBHC 5.3 24.66 –0.02 .098 TrimDonForTact DFHY 2.1 25.13 –0.05 .1705 FT NasdComBk QABA 1.8 59.91 +0.58 .2069 InvscNasd100 QQQM .5 134.19 –3.24 .1575
AlphaUSQuVal QVAL 1.6 34.77 –0.71 .0952 InnovRuss2000Jan KJAN ... 30.64 –0.20 ... iShBds2022TermHY IBHB 4.9 24.23 –0.02 .0587 TrimTabsIntlFrCsh TTAI .6 34.83 –0.52 .2029 FT NasdCleanEdge QCLN .3 56.94 –3.11 .0708 InvscNasdInt PNQI ... 226.05 –7.18 ...
AlphaArchValMom VMOT ... 26.74 –0.90 ... InnovS&P500Buff BJUL ... 31.19 ... ... iShInflHdgCpBd LQDI 2.3 29.11 +0.01 .0591 TrimTabsUSFrCsh TTAC .4 51.89 –0.61 .1894 FT NasdClEdSmGr GRID .6 88.35 –0.82 .0499 Invsc1-30LadTrea PLW .9 35.40 –0.31 .029
AlphaCloneAltAlpha ALFA .5 72.72 –2.29 .3668 InnovS&P500BuffO BOCT ... 31.79 –0.11 ... iShIntlAggregateBd IAGG 1.8 54.63 –0.23 .0476 TrueStructOutApr APRZ ... 25.74 –0.26 ... FT NasdCybersec CIBR .2 43.09 +0.08 .027 InvscQQQI QQQ .5 326.39 –7.81 .3947
AmCentFocDyn FDG .0 73.39 –2.65 .0078 InnovS&P500BuffA BAPR ... 31.04 –0.13 ... iShIntlDevSCV ISVL ... 36.86 –0.42 ... TrueStructOutAug AUGZ ... 30.30 –0.14 ... FT NasdGlblAuto CARZ .6 55.40 –0.93 .1777 InvscRAFIStDvxUS ISDX 1.7 31.22 –0.23 .1683
AmCentFocLCV FLV 1.2 61.50 +0.06 .2578 InnovS&P500Aug BAUG ... 31.20 –0.06 ... iShIntlDivGrowth IGRO 2.3 68.28 +0.03 .3954 TrueStructOutDec DECZ ... 27.68 –0.29 ... FT Nasd100xTech QQXT .3 82.32 –1.12 .0978 InvscRAFIStratEM ISEM 2.5 29.51 –0.88 .0472
AmCentQualCv QCON .6 45.33 –0.76 .0419 InnovS&P500Dec BDEC ... 32.58 –0.14 ... iShLiquidityIncm ICSH .7 50.49 –0.01 .0186 TrueStructOutFeb FEBZ ... 27.05 –0.29 ... FT Nasd100Tech QTEC .3 141.17 –4.26 .007 InvscRAFIStratUS IUS 1.5 37.16 –0.38 .1473
AmCentQualPfd QPFF 2.6 40.65 –0.34 .1378 InnovS&P500Feb BFEB ... 30.02 –0.17 ... iShMSCIArgentina AGT .9 25.65 –0.12 .1711 TrueStructOutJan JANZ ... 27.47 –0.10 ... FT NasdArtlIntel ROBT .1 50.33 –1.35 .0505 InvscRAFIStrUSSm IUSS .6 37.68 –0.64 .0648
AmCustSatisfCore ACSI .7 49.36 –0.29 .3523 InnovS&P500Jan BJAN ... 35.16 –0.19 ... iShMSCIChileCapped ECH 2.0 32.55 –0.73 .1472 TrueStructOutJul JULZ ... 31.79 –0.13 ... FTNasdaqBk FTXO 1.8 32.98 +0.27 .06 InvscR1000LoBeta USLB 2.0 38.60 –0.11 .1052
AnfieldCapDiv DALT 1.8 10.07 –0.20 .0039 InnovS&P500BuffJun BJUN ... 32.09 +0.01 ... iShMSCIChinaAETF CNYA 1.1 42.71 +0.92 .3541 TrueStructOutMar MARZ ... 26.40 –0.13 ... FT NasdFood&Bev FTXG 1.2 26.56 –0.02 .0502 InvscS&PSCCnsDisc PSCD .3 116.04 –2.87 .0885
AnfieldDynFix ADFI 1.0 9.66 –0.04 .0078 InnovS&P500BuffMar BMAR ... 32.10 –0.22 ... iShMSCIDenmarkCap EDEN .4 105.07 –1.17 .0472 TrueStructOutMay MAYZ ... 24.98 –0.31 ... FT NasdOil&Gas FTXN 1.2 16.92 +0.05 .0142 InvscS&PSCCnsStpl PSCC 1.7 105.14 +2.05 .4592
AnfieldUSEquity AESR .7 13.17 –0.23 .0548 InnovS&P500BffMay BMAY ... 30.40 –0.26 ... iShMSCIEmgMulti EMGF 1.8 52.43 –1.61 .5472 TrueStructOutNov NVMZ ... 30.10 –0.37 ... FT NasdPharm FTXH .9 26.00 +0.21 .0771 InvscS&PSCEner PSCE .4 6.96 ... .003
AnfieldUnivFx AFIF 1.2 9.72 –0.01 .0087 InnovS&P500BuffN BNOV ... 31.35 –0.10 ... iShMSCIEurozone EZU 1.9 50.02 –0.07 .623 TrueStructOutOct OCTZ ... 29.55 –0.34 ... FT NasdRetail FTXD .6 32.07 –0.58 .0099 InvscS&PSCFinls PSCF 2.1 58.59 –0.64 .3467
AptusColIncmOpp ACIO .8 29.60 –0.35 .0667 InnovS&P500JSep BSEP ... 31.23 –0.18 ... iShMSCIFinlandCap EFNL 2.6 49.53 –1.05 .5702 TrueStructOutSep SEPZ ... 28.92 –0.15 ... FT NasdSemicon FTXL .4 59.96 –2.97 .0073 InvscS&PSCHlthCr PSCH ... 181.00 –5.25 ...
AptusDefRisk DRSK 1.1 29.69 –0.03 .0426 InnovS&P500Divrs BUFF 1.5 34.44 –0.14 .0666 iShMSCIGermanySC EWGS 1.0 81.01 –1.43 .3159 UphldgsCompKings KNGS ... 26.90 –1.09 ... FT NasdaqTrans FTXR .2 33.79 –0.46 .042 InvscS&PSCIndls PSCI .6 96.73 –1.66 .2371
AptusDrawMgd ADME .3 38.55 –0.52 .0311 InnovS&P500Pwr PJUL ... 29.50 +0.02 ... iShMSCIGlbMet&MnPr PICK 1.7 48.26 –2.22 .4633 VanEckAMTFrIntMuni ITM 1.9 51.59 –0.08 .0763 FT Nasd100 EW QQEW .3 104.01 –1.96 .0776 InvscS&PSCInfTech PSCT .1 130.13 –3.99 .0127
ArrowResCapMgmt ARCM .4 100.04 +0.01 .0119 InnovS&P500PwrF PFEB ... 28.02 –0.12 ... iShMSCIGlSilverMin SLVP 2.5 16.41 –0.39 .3873 VanEckAMTFrLgMun MLN 2.4 21.66 +0.01 .0407 FT RBA AmerInd AIRR .1 41.85 –0.95 .0034 InvscS&PSCMatls PSCM 1.2 67.83 +0.15 .0689
BarclaysETN+Select ATMP 5.5 15.86 +0.45 .2182 InnovS&P500PwrN PNOV ... 29.99 –0.06 ... iShMSCIEAFEGrowth EFG .8 104.84 –1.98 .3525 VanEckAMTFrShMuni SMB 1.4 18.05 –0.03 .0167 FTRisingDivAch RDVY 1.3 48.50 –0.87 .117 InvscS&PSCUtil PSCU 1.1 65.35 +0.44 .1792
BarcRetDisability RODI ... 116.73 –0.38 ... InnovS&P500PwrA PAPR ... 28.06 –0.12 ... iShMSCIIndiaETF INDA .3 42.44 –0.30 .0316 VanEckCEFMuni XMPT 3.9 29.14 –0.30 .0938 FT RiverFrDynAP RFAP 2.0 56.46 –1.49 .1876 InvscVarRateInvt VRIG 1.0 25.10 ... .0174
BarclaysWILETN WIL ... 93.86 –0.81 ... InnovS&P500Aug PAUG ... 29.17 –0.03 ... iShMSCIIndiaSC SMIN .9 49.85 –0.53 .0495 VanEckHYMuni HYD 3.8 62.67 +0.08 .1844 FT RiverFrDynDev RFDI 1.3 68.93 –0.82 .2184 InvscWaterRscs PHO .3 52.80 –0.52 .0285
BlkRkHYMuniIncm HYMU 1.7 25.89 +0.05 .0359 InnovS&P500PwrD PDEC ... 30.20 –0.07 ... iShMSCIKuwait KWT .5 32.05 –0.12 .0742 VanEckMdyBBBCpBd MBBB 2.3 24.77 –0.07 .048 FT RiverFrDynEM RFEM 1.2 72.81 –1.98 .0491 iShAsia50ETF AIA 1.1 88.19 –4.45 .7062
CabotGrowth CBTG ... 25.23 –1.77 ... InnovS&P500Jan PJAN ... 32.09 –0.05 ... iShMSCINorwayCap ENOR 2.1 29.16 –0.51 .3083 VanEckMdyIGCpBd MIG 2.1 24.61 –0.06 .0436 FT RiverFrDynEur RFEU 1.9 73.68 –0.37 .0793 iSh3-7YTreasuryBd IEI .9 130.57 –0.25 .0794
CambriaEmSharehldr EYLD 3.0 38.30 –1.94 .1064 InnovS&P500PwrJun PJUN ... 30.75 +0.06 ... iShMSCI UK SC EWUS 1.7 48.45 –0.79 .4099 VanEckMornDur DURA 3.3 31.59 +0.13 .2344 FT S&PIntDivArist FID 3.2 18.55 –0.07 .0231 iShBrdUSDInvCpBd USIG 2.7 59.46 –0.25 .1154
CambriaFgnShare FYLD 2.8 28.94 –0.18 .1331 InnovS&P500PwrBuff PMAR ... 30.15 –0.13 ... iShMSCIEAFEValue EFV 2.1 53.65 –0.24 .6378 VanEckMornGlb GOAT 1.1 38.51 –0.36 1.0288 FT SMID CapRising SDVY 1.1 30.13 –0.26 .0412 iShCoreMSCITotInt IXUS 1.7 72.72 –1.30 .7066
CambriaGlbAssetAll GAA 2.3 31.71 –0.37 .0691 InnovS&P500PwrMay PMAY ... 28.93 –0.17 ... iShMornMultiAsst IYLD 3.8 23.79 –0.21 .0406 VanEckMornIntlMoat MOTI 2.0 36.53 –0.32 .72 FT SSI Strat FCVT 1.0 48.78 –1.52 .04 iShCore1-5YUSDBd ISTB 2.0 51.35 –0.05 .0722
CambriaGlbMomentum GMOM 1.0 30.32 –0.43 .0153 InnovS&P500PwrO POCT ... 28.79 –0.06 ... iShNorthAmNatRscs IGE 2.6 30.87 –0.06 .2353 VanEckMornWideMoat MOAT 1.2 72.85 –0.17 .9021 FT SrLoanFd FTSL 3.2 47.97 +0.08 .109 iShCoreS&PUSGrowth IUSG .8 94.56 –1.99 .1617
CambriaGlbRlEst BLDG 2.6 31.25 –0.63 .2344 InnovS&P500Sep PSEP ... 29.12 –0.11 ... iShRussell2500 SMMD 1.1 64.48 –1.07 .1572 VanEckMuni MAAX 2.5 24.96 ... .0517 FT SC CoreAlpha FYX .6 93.30 –1.14 .1024 iShCoreS&PUSValue IUSV 2.0 73.15 –0.44 .3467
CambriaGlbTail FAIL .6 23.67 +0.34 .0672 InnovS&P500UltA UAPR ... 25.42 –0.11 ... iShIntlPfdStock IPFF 3.2 17.48 +0.02 .036 VanEckRussia RSX 2.9 27.25 –0.22 .7988 FT SC GrwthAlpha FYC .1 68.54 –1.73 .0606 iShCoreTotalUSDBd IUSB 2.2 52.97 –0.20 .0713
CambriaGlbValue GVAL 1.6 23.78 +0.02 .0168 InnovS&P500UltAug UAUG ... 28.43 –0.03 ... iShShortMaturityBd NEAR 1.1 50.18 +0.01 .0321 VanEckRussiaSC RSXJ 4.3 36.58 –0.81 1.5849 FT SC US Equity RNSC 1.0 29.64 –0.23 .1536 iShCurrHdMSCIGrmny HEWG 2.2 32.78 +0.02 .3777
CambriaMarijuana TOKE 3.1 17.22 –1.32 .0882 InnovS&P500UltDec UDEC ... 29.20 –0.11 ... iShShrtMatMuniBd MEAR .6 50.20 ... .0174 VanEckShHYMuni SHYD 3.0 25.15 –0.03 .0561 FT SC Value FYT .9 53.06 –0.17 .1157 iShSelectDividend DVY 2.9 122.73 +0.22 .961
CambriaShareholder SYLD 1.2 67.00 +0.70 .1278 InnovS&P500UltFeb UFEB ... 27.17 –0.08 ... iShCohen&StrsREIT ICF 2.0 61.41 –0.54 .2838 VanEckVietnam VNM .4 18.95 –0.10 .07 FT StratIncm FDIV 4.1 50.48 –0.04 .165 iShESGAdvHYCorpBd HYXF 4.3 52.03 –0.13 .1673
CambriaTailRiskETF TAIL .2 18.74 –0.06 .0078 InnovS&P500UltJan UJAN ... 30.74 –0.05 ... iSh25+YTrStrip GOVZ 1.9 19.36 –0.49 .0324 VangdESGIntlStk VSGX 1.7 63.08 –1.20 .134 FT SwitzAlpha FSZ 1.4 65.14 –1.04 .1533 iShESGAdvMSCI DMXF .6 67.76 –0.79 .1972
CambriaTrinity TRTY 1.6 27.97 –0.28 .045 InnovS&P500UltrJul UJUL ... 26.92 +0.06 ... iShUS Div&Buyback DIVB 1.7 39.31 –0.20 .1622 VangdESGUSCpBd VCEB 1.4 72.98 –0.25 .1023 FT TCW Opp FIXD 2.1 53.20 –0.17 .07 iShESGAdvMSCIEM EMXF .8 43.53 –1.50 .1734
CambriaValue VAMO .8 24.14 –0.02 .0206 InnovS&P500UltJun UJUN ... 28.39 ... ... iShUSInfr IFRA 1.6 36.46 –0.42 .1045 VangdESGUSStk ESGV 1.0 76.89 –1.27 .1559 FT TacticalHY HYLS 5.3 48.61 –0.08 .211 iShESGAdvUSA USXF .9 34.56 –0.67 .0674
ClearFocVal CFCV 1.2 35.61 –0.18 .076 InnovS&P500Ultra UMAR ... 28.86 –0.06 ... iShUSSCValue SVAL .9 32.35 –0.14 .0704 VangdUSLiquid VFLQ 1.3 110.38 –1.14 .2799 FT TotalUSMkt TUSA .8 47.54 –0.73 .0817 iShESGAwareMSCI ESGD 1.5 79.72 –0.79 .6075
CornerCapFundLC FUNL .4 34.07 –0.14 .1274 InnovS&P500UltMay UMAY ... 27.64 –0.08 ... iShUSTreasuryBdETF GOVT 1.1 26.31 –0.11 .0203 VangdUSMinVol VFMV 1.8 96.80 –0.17 .1234 FT USEquityDiv RNDV 2.1 30.16 +0.03 .1005 iShESGAwareEM ESGE 1.3 43.10 –1.35 .339
DavisFinl DFNL 1.1 31.06 +0.01 .347 InnovS&P500UltN UNOV ... 29.04 +0.10 ... JPMBetaCanada BBCA 2.0 63.73 –0.13 .2123 VangdUSMom VFMO .4 125.45 –3.04 .1097 FT UK Alpha FKU 1.2 45.18 ... .2345 iShESGAwareUSA ESGU 1.2 95.14 –1.34 .2721
DavisSelectIntlETF DINT .3 23.47 –1.05 .064 InnovS&P500UltO UOCT ... 27.54 –0.01 ... JPMBetaDevAsia BBAX 2.4 59.32 –0.90 .4483 VangdUSMultifact VFMF 1.2 102.22 –1.25 .25 FlexShCredScoreUS SKOR 2.0 53.89 –0.06 .079 iShESG1-5YCpBd SUSB 1.6 26.04 –0.03 .0249
DavisUSEquity DUSA .4 35.59 –0.61 .149 InnovS&P500UltSep USEP ... 27.88 –0.06 ... JPMBetaEurope BBEU 1.8 59.04 –0.13 .2362 VangdUSQual VFQY 1.1 116.40 –1.50 .2623 FlexShRealAsset ASET 1.9 33.81 –0.35 .114 iShESGUSDCorpBd SUSC 2.0 27.15 –0.11 .046
DavisWorldwide DWLD .2 34.33 –1.30 .075 InnovS&PHiQualPfd EPRF 5.0 24.19 –0.19 .10 JPMBetaIntl BBIN 1.2 60.20 –0.60 .204 VangdUSValue VFVA 1.5 101.71 –0.31 .3389 GlbXAgingPop AGNG .3 28.66 –0.15 .055 iShESGEMLdrs LDEM 1.8 62.62 –1.49 .7816
Emles@Home LIV ... 25.23 –0.66 ... InnovTripleStkJan TSJA ... 27.57 –0.23 ... JPMBetaJapan BBJP 1.1 55.69 –1.72 .629 VangdUltShrtBd VUSB .2 50.10 ... .0093 GlbXAI&Tech AIQ .5 27.99 –0.86 .0548 iShESGIUSALdrs SUSL 1.2 72.64 –1.20 .2312
EmlesFedContr FEDX 2.1 29.74 –0.18 .2384 InnovTripleStkOct TSOC ... 29.75 –0.13 ... JPMBetaUSREIT BBRE 2.6 91.21 –1.18 .1713 VirtusWMCIntlDiv VWID 3.4 30.12 –0.19 .1599 GlbXAuto&Elc DRIV .3 26.39 –0.85 .0202 iShExponentialTech XT .7 60.36 –1.08 .0108
EmlesLuxuryGds LUXE .0 29.39 –0.83 .001 Innov20+YTrBd5Jl TFJL ... 23.43 –0.02 ... JPM Beta1-5Y BBSA 1.5 51.79 –0.06 .0434 WisdTrAltIncm HYIN ... 24.61 –0.38 ... GlbXCannabis POTX 4.3 12.56 –1.88 .1453 iShFallAngelsUSDBd FALN 4.7 29.46 –0.08 .0805
EmlesMadeinAmer AMER 1.3 32.78 –0.18 .1269 Innov20+YTrB9BfJul TBJL ... 22.80 –0.35 ... JPMBetaUSEquity BBUS 1.3 76.23 –1.11 .1808 WisdTrYdEnhUSST SHAG 1.4 51.14 ... .035 GlbXCnBiotech CHB ... 19.10 +1.51 ... iSh5-10YIGCorpBd IGIB 2.5 59.78 –0.11 .111
EmlesProAlloc DEFN .7 24.30 –0.10 .0656 InnovUSEqAcc9BfApr XBAP ... 25.97 –0.21 ... JPMCorePlusBd JCPB 1.8 54.25 –0.13 .0915 WisdomDynCurrIntl DDWM 3.2 30.89 –0.06 .0618 GlbXChinaInnov KEJI ... 19.70 –0.19 ... iShGNMABondETF GNMA 1.8 50.13 –0.18 .067
EmlesRealEstCrd REC 2.4 24.72 –0.09 .057 InnovUSEqAccApr XDAP ... 26.47 –0.21 ... JPMorganDisciplHY JPHY 4.1 51.76 –0.08 .1843 WisdomDynCurrIntSC DDLS 2.7 34.64 –0.38 .0142 GlbXCleanWater AQWA ... 15.87 –0.02 ... iShGSCICmDynRoll COMT .3 32.79 –0.64 .0963
EsotericaNextG WUGI ... 48.11 –2.78 ... InnovUSEqAccQ XDSQ ... 26.43 –0.12 ... JPM EM Equity JEMA ... 48.47 –1.54 ... WT EM ESG Fd RESE 1.8 37.90 –1.23 .0911 GlbXCleanTech CTEC .0 17.60 –0.88 .0038 iShGlbCleanEnergy ICLN .4 21.60 –0.44 .03
EuclidCapGrwth EUCG ... 27.91 –0.42 ... InnovUSEqAccPlApr XTAP ... 26.44 –0.20 ... JPM IntlBdOpps JPIB 2.6 51.44 –0.02 .1123 WisdomTreeCpBdFd WFIG 2.2 52.91 –0.30 .105 GlbXCloudComp CLOU ... 25.10 –0.27 ... iShGlbGreenBd BGRN 1.1 54.21 –0.30 .1604
FTCboeVestBf BUFR ... 22.60 –0.05 ... InvscBalMulti PSMB 2.0 16.31 –0.14 .0474 JPM Municipal JMUB 1.7 54.98 –0.03 .0721 WisdomTreeUSHYCpBd WFHY 4.6 52.39 –0.08 .185 GlbXConsciousCos KRMA .9 30.67 –0.19 .1602 iShGlbTimber WOOD .8 94.03 –2.72 .31
FTCboeVestFdDpBf BUFD ... 20.56 ... ... InvscConsrvMulti PSMC 2.4 13.63 –0.07 .0454 JPM UltShtIncm JPST 1.0 50.74 +0.01 .0317 WisdTrUSSTCpBd SFIG 1.6 51.54 –0.02 .055 GlbX Cybersec BUG .4 26.13 +0.34 .0004 iShiBdsDec30Trea IBTK .7 23.05 –0.11 .0154
FTCboeVestGold BGLD ... 20.03 +0.11 ... InvscFocDiscGrw IVDG ... 11.94 –0.45 ... JPMUltShMuni JMST .5 51.04 –0.02 .0146 WisdTrUSSTHY SFHY 4.3 49.72 –0.02 .16 GlbXDAXGermany DAX 2.0 34.55 –0.01 .40 iShiBdsDec28Trea IBTI .7 25.29 –0.07 .0097
FTCboeVestGold IGLD 2.8 21.07 +0.11 .0511 InvscGrwMultAll PSMG 1.9 17.87 –0.23 .0496 LHAMktStAlpha MSVX 1.8 25.72 –0.17 .4594 WisdTrIntlESGFd RESD 1.9 30.92 –0.18 .06 GlbXDataCtr VPN .6 15.96 –0.23 .0462 iShiBdsDec25Trea IBTF .7 25.74 –0.04 .011
FTCboeVestGr100Dec QDEC ... 20.79 –0.31 ... InvscIntlDevDyn IMFL ... 26.80 –0.50 ... LHA MktStTact MSTB 1.6 30.06 –0.54 .4802 WisdTrIntlQualDiv IQDG 2.0 39.43 –0.65 .3212 GlbXecomm EBIZ .4 32.35 –1.38 .1331 iShiBdsDec24Trea IBTE .6 25.77 –0.02 .0105
FTCboeVestGr100Mar QMAR ... 20.71 –0.27 ... InvscModConserv PSMM 2.5 15.16 –0.12 .0444 LeggMasonIntLowVol LVHI 4.1 25.94 ... .2312 WisdTrUSMulti USMF 1.0 39.17 –0.41 .1345 GlbXEdu EDUT ... 14.85 –1.07 ... iShiBdsDec29Trea IBTJ .8 25.02 –0.06 .0162
FTCboeVestIntlDec YDEC ... 21.34 –0.12 ... InvscPureDevxNA PBDM 1.5 29.41 –0.35 .1604 MainSectorRot SECT 1.2 40.08 –0.62 .0961 XtrkBBUSIGCpESG ESCR 2.4 21.76 –0.08 .0429 GlbX EM Internet EWEB ... 14.29 –1.06 ... iShiBdsDec21Trea IBTA .2 25.35 ... .0013
FTCboeVestIntlMar YMAR ... 20.69 +0.03 ... InvscPureFTSEEM PBEE 1.6 29.19 –0.74 .0904 MainThemInnov TMAT ... 22.06 –0.87 ... XtrkrsEurozone EURZ 2.5 27.63 ... .2604 GlbXFinTech FINX ... 42.28 –2.10 ... iShiBdsDec27Trea IBTH .6 25.39 –0.06 .0091
FTCboeS&P500Div KNG 3.1 54.68 –0.22 .4804 InvscPureMSCIUSA PBUS 1.2 42.19 –0.60 .1274 Mairs&PwrMnMun MINN .1 25.15 –0.04 .0024 XtrkJPMEMSvn ESEB 2.9 21.49 –0.13 .0677 GlbXGen&Biotech GNOM .0 20.64 –0.51 .0324 iShiBdsDec26Trea IBTG .7 25.64 –0.06 .013
FTCboeUSBuffJul FJUL ... 34.34 +0.05 ... InvscPrMSCIUSASC PBSM .9 38.60 –0.73 .1038 Merlyn.AIBest BOB ... 25.99 –0.18 ... XtrkJPMESGUSDHY ESHY 5.9 21.07 –0.12 .095 GlbX Health BFIT .5 27.96 –0.36 .0979 iShiBdsDec23Trea IBTD .5 25.67 ... .0056
FTCboeUSBuffApr FAPR ... 30.11 –0.24 ... InvscPureUSAggBd PBND 2.4 25.72 –0.11 .0428 MerlynAISectSurf DUDE ... 26.69 –0.51 ... GlbXInternetThings SNSR .2 33.26 –1.16 .0642 iShiBdsDec22Trea IBTB .5 25.43 ... .0006
FTCboeUSBuffAug FAUG ...
FTCboeUSBuffDec FDEC ...
36.49
32.62
–0.07
–0.15
...
...
InvscPure0-5YTIPS PBTP
InvscRealAssets IVRA
1.2
4.9
26.62
14.02
+0.05
–0.05
.2316
.0246
MonarchAmbIncm MAMB
MonarchBlueChip MBCC
...
...
25.19
26.23
–0.09
–0.38
...
... NASDAQ GlbXMSCISuperDiv EFAS 3.8
GlbXMillCnsmr MILN .2
16.49
39.92
–0.07
–1.06
.0585
.0572
iShIndia50ETF INDY
iShIntlDevRealEst IFGL
.1
2.0
44.78
28.82
–0.34
–0.43
.0328
.1985
FTCboeUSBuffFeb FFEB ... 35.53 –0.44 ... InvscRuss1000Dyn OMFL 1.3 46.44 –0.76 .1248 MonarchProCap MPRO ... 26.46 –0.23 ... GlbXNasd100Cv QYLD 12.0 22.04 –0.47 .2283 iShIntlTreasuryBd IGOV ... 53.02 –0.33 ...
FTCboeUSBuffJan FJAN ... 32.18 –0.19 ... InvscRs1000EnhEW USEQ 2.5 36.38 –0.34 .1955 MotleyFool100 TMFC ... 36.82 –0.80 ... AlpsActiveReit REIT 1.6 26.86 –0.28 .1082 GlXNasd100CCGrw QYLG 5.9 29.94 –0.66 .1558 iShJPMUSDEmgBd EMB 3.9 111.23 –0.37 .3476
FTCboeUSBuffJun FJUN ... 35.31 +0.01 ... InvscRuss2000Dyn OMFS .8 39.81 –0.76 .0695 MotleyFoolSCGrw MFMS ... 36.81 –1.24 ... AdvShDWAlphaEW DWEQ .0 28.54 –0.16 .0053 GlbXRenewEner RNRG 1.0 15.25 –0.34 .1031 iShMBSETF MBB 1.9 108.40 –0.31 .1601
FTCboeUSBuffMar FMAR ... 31.02 –0.20 ... InvscS&P500MinVar SPMV 1.7 36.63 –0.32 .195 NuvESGEMEquity NUEM ... 34.71 –1.21 ... AdvShDW FSM AC DWAW .0 37.41 –0.20 .0602 GlbX Robotics&AI BOTZ .2 32.85 –1.42 .0636 iShMSCI ACWI ACWI 1.3 99.08 –1.53 .6859
FTCboeUSBuffMay FMAY ... 35.29 –0.01 ... InvscS&PIntlDev IDHD 3.9 27.53 –0.17 .2979 NuvESGIntlDev NUDM ... 31.58 –0.19 ... AdvShDW FSM US DWUS .1 35.50 –0.61 .0679 GlbXS&PCathDvxUS CEFA 1.6 31.95 –0.38 .2562 iShMSCIACWIxUS ACWX 1.7 57.07 –0.91 .4912
FTCboeUSBuffNov FNOV ... 37.21 –0.22 ... InvscS&PSCHiDiv XSHD 3.9 23.76 –0.14 .0661 NuvESG LC NULC 1.2 38.63 –0.63 1.42 AdvShDorseyMc DWMC ... 35.00 –1.25 ... GlbXS&P500Catholic CATH 1.1 51.91 –0.91 .3287 iShMSCIACxJpn AAXJ 1.0 90.77 –3.35 .6843
FTCboeUSBuffOct FOCT ... 33.41 –0.11 ... InvscS&PSCQuality XSHQ .9 36.84 –0.61 .0566 NuvESGLCGrowth NULG .2 59.17 –1.52 1.5115 AdvShDorseyShrt DWSH ... 8.80 –0.07 ... GlbXSocialMedia SOCL ... 63.47 –2.95 ... iShMSCIBrazilSC EWZS 1.1 17.85 –0.31 .0358
FTCboeUSBuffSep FSEP ... 33.78 –0.08 ... InvscSelectGrw IVSG ... 12.59 –0.37 ... NuvESGLCValue NULV 1.2 38.35 –0.14 .468 AlphaMarkActMgd SMCP .5 29.45 –1.51 .1452 GlbXSuperDividAlt ALTY 7.3 13.32 –0.14 .0706 iShMSCIChina MCHI 1.1 78.24 –2.53 .6037
FTCboeUSDeepApr DAPR ... 30.11 –0.10 ... InvscUSLCCoreESG IVLC 1.1 13.41 –0.20 .038 NuvESGMCGrowth NUMG .0 50.03 –0.94 .3748 ArrowCntryRotat DWCR .4 34.56 –0.54 .0484 GlbXSuperDivdREIT SRET 6.7 9.83 –0.17 .05 iShMSCI EAFE SC SCZ 1.4 74.56 –1.65 .023
FTCboeUSDeepAug DAUG ... 34.10 +0.01 ... iPathS&P500DynVIX XVZ ... 37.25 –1.75 ... NuvESGMCValue NUMV 1.1 37.23 –0.27 .4164 ArrowInvDWATact DWAT ... 13.14 –0.21 ... GlbXTelemed EDOC .0 17.87 –0.81 .0064 iShMSCI EM Asia EEMA 1.1 88.82 –3.06 .7661
FTCboeUSDeepDec DDEC ... 31.59 –0.11 ... iPathS&PMLPETN IMLP 7.2 12.95 +0.31 .2091 NuvESGSC NUSC .5 44.10 –0.87 .1991 ClearBr AC Grw CACG .4 46.91 –0.67 .2087 GlbX ThemGrwth GXTG .5 45.39 –2.05 .1874 iShMSCIEMxChina EMXC 1.4 60.31 –1.82 .5838
FTCboeUSDeepFeb DFEB ... 33.78 –0.14 ... iPathBS&P500VIXMid VXZ ... 27.74 +0.16 ... NuvShTermREIT NURE 2.6 32.22 –0.19 .1507 ClearBrDivStrat YLDE 1.1 40.09 –0.21 .067 GlbXVideoGames HERO .7 30.12 –1.68 .2069 iShMSCIEuropeFinls EUFN 1.2 20.91 +0.23 .0711
FTCboeUSDeepJan DJAN ... 31.21 –0.12 ... iPathS&P500VIX VXX ... 38.60 +1.86 ... OShEurQualDiv OEUR 3.1 27.61 +0.05 .0591 ClearBrLCGrw LRGE .4 52.41 –0.93 .1849 HighlandSrLoan SNLN 2.4 16.07 –0.07 .0269 iShMSCIEuropeSmCp IEUS 1.1 70.58 –1.03 .367
FTCboeUSDeepJul DJUL ... 32.48 –0.03 ... iPath5-YearBear DFVS ... 16.25 +0.18 ... OShGlbInternet OGIG ... 49.79 –2.01 ... CSX-LinksCrudeOil USOI 30.4 4.98 +0.04 .109 IQChaikinUSLC CLRG 1.3 32.52 +0.16 .1065 iShMSCIGlblGoldMin RING .8 31.89 +0.71 .1443
FTCboeUSDeepJun DJUN ... 33.09 –0.02 ... iPathUSTrea5YrBull DFVL ... 81.67 +0.11 ... OShUSQualDiv OUSA 1.7 41.84 –0.25 .0654 CSXLGoldCvETN GLDI 15.0 9.03 +0.07 .0791 IQ Chaikin US SC CSML 1.0 35.81 –0.12 .0746 iShMSCIGlbImpact SDG .9 96.31 –1.79 .4078
FTCboeUSDeepMar DMAR ... 30.61 –0.10 ... iShAdCurrHdgMSCI DEFA 2.0 32.81 –0.27 .3567 OShUSSCQualDiv OUSM 1.5 35.78 –0.33 .0225 CSX SilverETN SLVO 21.5 6.48 +0.04 .1161 InvscActMgdETC PDBC .0 19.20 –0.26 .0013 iShMSCIJapanEW EWJE 1.2 38.88 –3.20 .2222
FTCboeUSDeepMay DMAY ... 33.15 ... ... iShIntmGovt/CredBd GVI 1.7 115.46 –0.22 .1405 OpusSCValue OSCV .7 33.20 –0.47 .0519 DefNasdJrBio IBBJ .0 29.87 –0.68 .2998 InvscBldrSEM50ADR ADRE 1.1 54.38 –2.50 .0529 iShMSCIJapanVal EWJV 1.8 27.85 –0.59 .2295
FTCboeUSDeepNov DNOV ... 34.41 –0.06 ... iShBrdUSDHYCpBd USHY 5.2 41.24 –0.07 .1825 PacerBioThreat VIRS .6 30.17 –0.26 .0594 DemLCCore DEMZ .2 26.27 –0.29 .0616 InvscBS2030CorpBd BSCU 2.0 19.29 –0.05 .0307 iShMSCINewZealand ENZL 1.8 62.93 –2.76 .7631
FTCboeUSDeepOct DOCT ... 31.89 –0.02 ... iShConvBond ICVT 1.1 94.86 –2.43 .0588 PacerIntCashCow100 ICOW 2.1 32.88 –0.34 .0212 FidelityNasdaq ONEQ .6 52.22 –1.15 .062 InvscBS2030MuniBd BSMU 1.7 25.49 –0.04 .0384 iShMSCIQatar QAT 2.5 19.63 –0.05 .4861
FTCboeUSDeepSep DSEP ... 31.99 +0.04 ... iShCoreMSCIEAFE IEFA 1.7 75.54 –0.94 .6123 PacerGlCashCows GCOW 3.8 32.24 –0.08 .2462 FT AltAbsRet FAAR 2.7 30.45 –0.28 .8214 InvscBull2028CpBd BSCS 2.4 22.84 –0.04 .0421 iShMSCITurkeyETF TUR 1.0 23.35 –0.77 .0776
FidelityBlueChipGr FBCG .0 29.32 –0.90 .002 iShCurrHdgMSCIEAFE HEFA 1.9 33.71 –0.27 .2631 PacerSaltHitruUS SLT 1.7 39.61 –0.98 .0435 FT APxJapan FPA 2.0 36.01 –1.12 .2117 InvscBull2025CpBd BSCP 2.1 22.34 –0.02 .0327 iShMSCIUAE UAE 4.1 13.82 +0.08 .0076
FidelityBlueChipV FBCV .6 28.97 –0.13 .065 iShCurrHdgMSCIEM HEEM 1.4 31.66 –0.87 .313 PacerSaltLowUS LSLT 2.4 31.25 –0.09 .281 FT BICK BICK .4 37.49 –1.03 .1165 InvsBull25HYCpBd BSJP 4.7 24.65 –0.04 .0868 iShMornMCValue IMCV 1.8 65.64 –0.47 .3095
FidelityGrwOpps FGRO ... 18.76 –0.67 ... iShIntlSelDividend IDV 3.8 33.58 –0.20 .4613 PacerSwanSOSCon PSCX ... 21.66 –0.06 ... FT BrazilAlpha FBZ 1.8 13.85 –0.56 .0695 InvscBull2024CpBd BSCO 2.2 22.27 ... .035 iShNasdaqBiotech IBB .3 149.68 –0.03 .1311
FidelityLowDurBd FLDR .7 50.76 –0.02 .023 iShTransportAvg IYT .7 278.07 –0.62 .6696 PacerSwanSOSFlex PSFD ... 22.59 –0.12 ... FT BuyWrite FTHI 4.4 22.01 +0.08 .08 InvsBull24HYCpBd BSJO 4.4 25.05 –0.05 .084 iSh1-5YIGCorpBd IGSB 2.1 54.83 –0.01 .0795
FidelityMagellan FMAG .1 20.76 –0.39 .004 iShU.S.Industrials IYJ .8 111.54 –1.25 .1918 PacerSwanSOSFd PSFF ... 21.63 –0.09 ... FT CEFIncmOpp FCEF 4.6 24.43 –0.45 .10 InvscBull2021CpBd BSCL 1.8 21.13 ... .0165 iSh13YearIntlTBd ISHG ... 84.01 –0.27 ...
FidelityNewMill FMIL 1.0 29.49 –0.18 .088 iShUSAerospace&Def ITA .9 105.97 –1.65 .3154 PacerSwanSOSMod PSMD ... 21.97 –0.07 ... FT CA MuniHi FCAL 2.1 54.63 –0.04 .095 InvsBull21HYCpBd BSJL 3.4 23.05 ... .0401 iShPHLXSemicond SOXX .8 404.67 –17.61 .7557
FidelityRealEst FPRO 1.9 22.40 –0.26 .108 iShUSHomeConstrn ITB .4 72.83 –4.20 .0777 PacerSOSConsApr PSCW ... 21.05 –0.05 ... FT CapStrength FTCS 1.0 75.36 –0.51 .241 InvscBull2027CpBd BSCR 2.3 21.87 –0.02 .0376 iShPfd&Incm PFF 4.7 38.31 –0.45 .1563
FidelityS-MCOpps FSMO .2 22.90 –0.26 .01 iShUSOil&GasExpln IEO 2.0 53.89 –0.05 .2601 PacerSOSFlexApr PSFM ... 21.36 –0.17 ... FT ChinaAlphaDEX FCA 4.0 30.41 –0.79 .0382 InvscBull2026CpBd BSCQ 2.2 21.53 –0.02 .0345 iShRuss1000PureUS AMCA 1.9 36.82 +0.06 .1753
FidelityStkInfl FCPI 2.9 29.04 –0.18 .079 iShUSTelecomm IYZ 2.4 33.69 –0.16 .2471 PacerSOSModApr PSMR ... 21.16 –0.10 ... FT CloudComp SKYY .2 94.91 –2.29 .058 InvsBull26HYCpBd BSJQ 4.4 25.71 –0.02 .0919 iShS&PSC600Growth IJT .6 128.34 –2.47 .1598
FidelityTargEM FDEM 1.7 27.74 –0.80 .088 iShESGAwareAgg EAOA 1.2 32.70 –0.41 .0561 PacerTrendEurIndex PTEU ... 25.15 +0.18 ... FT DevIntlEquity RNDM 1.1 55.02 –1.53 .0988 InvscBull2023CpBd BSCN 2.1 21.78 ... .0293 iShS&P EM Infra EMIF 2.5 24.64 –0.23 .3221
FidelityTargIntl FDEV 1.8 28.90 –0.26 .158 iShESGAwareCon EAOK 1.4 27.35 –0.18 .0158 PacerTrendpilot450 PTMC .5 35.64 –0.32 .1712 FT DevMkts FDT 2.4 63.66 –0.93 .2339 InvsBull23HYCpBd BSJN 4.3 25.39 –0.04 .0779 iShGlobalInfra IGF 2.1 47.36 –0.13 .5794
FTLuntUSFactor FCTR .5 34.39 –0.08 .0673 iShESGAwareGrw EAOR 1.2 30.51 –0.13 .0617 PacerTrendpilot100 PTNQ .2 52.96 –0.75 .0831 FT DevMktsXUS FDTS 2.0 47.28 –0.08 .3065 InvscBull2022CpBd BSCM 2.0 21.65 ... .0296 iShShortTreaBd SHV .1 110.51 –0.01 .1554
FlexShCredScUSLg LKOR 3.2 58.04 –0.49 .1407 iShESGAwareMod EAOM 1.2 28.40 –0.12 .064 PacerTrendpilot750 PTLC 1.0 36.48 –0.52 .3523 FT DorseyDyn5 FVC .2 34.94 –0.79 .0607 InvsBull22HYCpBd BSJM 3.9 23.31 –0.03 .0673 iSh1-3YTreasuryBd SHY .5 86.28 –0.03 .0122
FlexMrnUSMktFtrTlt TILT 1.2 167.27 –2.29 .3792 iShESGMSCIUSASC ESML .9 39.48 –0.78 .0926 PacerUSCashCows100 COWZ 1.6 43.25 –0.47 .1263 FT DorseyFoc5 FV ... 45.62 –0.97 ... InvscBS2028HY BSJS 4.6 25.39 –0.08 .0966 iSh7-10YTreasuryBd IEF .9 114.15 –0.34 .0745
FlexSTOXXGlbESGImp ESGG 1.2 137.14 –1.66 .3176 iShESGScrS&P500 XVV .9 31.90 –0.44 .0468 PacerUSSCCash100 CALF .4 43.52 –0.16 .01 FT DorseyIntl5 IFV 1.3 23.60 –0.37 .1087 InvscBS2028MuniBd BSMS 1.7 26.16 ... .0276 iSh20+YTreasuryBd TLT 1.6 137.08 –2.15 .2031
FlexSTOXXUSESGImp ESG 1.1 101.84 –1.45 .2394 iShESGScrS&PMC XJH 1.0 37.54 –0.61 .0705 PacerWealthShield PWS .5 33.06 –0.06 .0535 FT DW Momentum DDIV 1.9 32.18 –0.14 .059 InvscBS2025MuniBd BSMP 1.1 25.94 –0.05 .0154 iSh0-5YInvGrdCpBd SLQD 2.0 51.88 –0.02 .0702
FlexShUSQualLC QLC 1.2 46.18 –0.43 .1049 iShESGScrS&PSC XJR 1.3 39.72 –0.65 .064 PointBridgeGOP MAGA 2.1 37.17 –0.22 .7667 FT DW Mom&Low DVOL .4 26.73 –0.48 .0107 InvscBS2024MuniBd BSMO .9 25.78 –0.02 .0126 JanusSCGrwAlpha JSML .3 65.33 –1.99 .0644
FormulaHdgGrwth FFHG .2 35.30 –0.45 .0734 iShEdgeHYDefBd HYDB 5.6 51.49 +0.04 .1842 PremiseCapDivTact TCTL 1.0 32.31 –0.39 .3151 FT DW Mom DVLU .8 24.75 –0.06 .0297 InvscBS2024USDEM BSDE 3.3 26.30 +0.03 .0654 JanusS/MC GrwAlph JSMD .2 66.53 –1.61 .0233
FormulaFolIncm FFTI 2.3 23.93 –0.13 .0572 iShEdgeInvGrEnhBd IGEB 2.8 53.20 –0.20 .1211 ProShGlbListedPrv PEX 6.0 37.49 –0.15 .6751 FT DorseyWright DWPP .3 30.63 –0.93 .0676 InvscBull2029CpBd BSCT 2.1 20.94 –0.07 .0332 LeggMasonGlbInfr INFR 2.6 31.99 –0.29 .145
FormulaFolSmartGrw FFSG 1.0 35.45 –0.55 .2996 iShEdgeMSCIMinEAFE EFAV 1.3 75.17 –0.67 .9773 ProShHY IntRt HYHG 5.0 62.68 –0.20 .2446 FTDorseyDALI1 DALI 1.0 24.08 –0.55 .0056 InvscBS2029MuniBd BSMT 1.7 26.04 –0.02 .0277 LeggMasonLVHD LVHD 2.3 36.99 ... .2488
FormulaFolTactGrw FFTG .8 30.49 –0.21 .2199 iShEdgeMSCIMinVlEM EEMV 2.4 62.89 –1.15 .9422 ProShInvGrdIntRt IGHG 2.5 76.41 +0.13 .1649 FT DJ IntlInt FDNI .2 41.28 –3.18 .0744 InvscBS2021MuniBd BSML .6 25.32 +0.04 .009 LeggMasonSCQualVal SQLV .8 37.94 +0.78 .0256
FrankDisrComm BUYZ ... 45.41 –2.78 ... iShEdgeMSCIMinVol ACWV 1.7 102.67 –0.45 .791 ProShK1FreeCrude OILK ... 58.45 +0.44 ... FT MultAsstDiv MDIV 5.0 16.80 –0.05 .0585 InvscBS2021USDEM BSAE 3.4 24.99 +0.02 .0444 LoncarCancerETF CNCR 1.0 29.68 –0.20 .2881
FrankExpData XDAT ... 23.00 –0.55 ... iShEdgeMSCIMinUSA USMV 1.6 72.64 –0.28 .2737 ProShLCCorePlus CSM 1.0 96.60 –1.33 .2117 FT NasdTechDiv TDIV 1.8 55.92 –0.61 .1631 InvscBS27HYCpBd BSJR 4.5 25.44 –0.13 .0853 LoncarChinaBio CHNA .4 41.14 +1.65 .1546
FrankGenAdv HELX .0 41.11 –1.60 .0518 iShMSCIMinVolUSASC SMMV 1.2 37.76 –0.46 .0848 ProShDivGrowers EFAD 1.4 45.30 –0.46 .0266 FT EM Alphadex FEM 2.4 27.66 –1.06 .0305 InvscBS2027MuniBd BSMR 1.2 25.79 –0.01 .0215 LongTermCareETF OLD 1.7 31.63 –0.38 .0335
FrankIntMach IQM .0 42.79 –1.74 .0043 iShEdgeMSCIUSAMom MTUM .6 163.92 –4.80 .092 ProShMSCIEMDiv EMDV 2.9 60.08 –0.76 .0034 FT EM EquitySel RNEM 2.8 49.64 –1.68 .3285 InvscBS2026MuniBd BSMQ 1.4 25.92 –0.04 .0259 Merlyn.AITactGrw SNUG 1.2 27.56 –0.21 .1378
FrankHYCorp FLHY 5.1 26.42 –0.03 .1029 iShEdgeMSCIUSAQual QUAL 1.4 127.97 –1.56 .5399 ProShMSCIEurDiv EUDV 1.1 50.73 –0.17 .0207 FT EM LocalCurr FEMB 5.5 35.48 –0.31 .1677 InvscBS2023MuniBd BSMN .8 25.66 +0.01 .0101 Nasdaq7HANDL HNDL 4.9 25.05 –0.37 .1464
FrankIntlAggBd FLIA .4 24.97 –0.08 .0214 iShEdgeMSCIUSAVal VLUE 1.8 106.35 –1.51 .4664 ProShMergerETF MRGR .2 40.68 –0.03 .0915 FT EM SC Alpha FEMS 2.7 43.60 –2.62 .5139 InvscBS2023USDEM BSCE 3.5 26.19 –0.01 .0485 PacerCashCows HERD 1.5 34.31 +0.10 .0655
FrankSrLoan FLBL 2.9 24.95 –0.04 .0694 iShUSFixedIncmBal FIBR 2.3 100.09 –0.34 .1991 ProShMornAltSoln ALTS 1.0 39.55 +0.07 .1715 FT EnhShtMat FTSM .8 59.97 +0.01 .025 InvscBS2022MuniBd BSMM .6 25.46 ... .0078 PacerEMCashCows ECOW 3.2 26.30 –0.38 .0805
FranklinLib US FLQL 1.8 42.05 –0.38 .1307 iShEmMkCorpBdFd CEMB 3.6 52.12 –0.10 .145 ProShPetCare PAWZ .1 75.24 –2.38 .0251 FT EuropeAlpha FEP 2.0 43.61 –0.13 .1291 InvscBS2022USDEM BSBE 3.6 25.75 +0.01 .0459 PrincipalHlthInnov BTEC .0 52.91 –1.85 .2154
FranklinLibUS MC FLQM .9 43.42 –0.50 .0656 iShEM HY Bd EMHY 5.5 45.42 –0.07 .2005 ProShRuss2000Div SMDV 1.7 67.61 +0.09 .2265 FTEurozoneAlpha FEUZ 1.3 47.63 +0.27 .2173 InvscBuyBackAch PKW 1.1 90.14 –0.79 .2046 PrincipalIntMult PDEV 1.7 31.52 –0.19 .2121
FranklinLibUS SC FLQS 1.0 37.67 –0.62 .0384 iShEvolCnStpls IECS 2.2 33.02 +0.05 .2024 ProShRussUSDivGrw TMDV 2.0 49.06 +0.02 .2275 FT GerAlpha FGM 1.2 56.25 –0.25 .2873 InvscDWABasicMatl PYZ .7 91.49 –2.58 .0755 PrincplMillennials GENY .6 62.40 –2.14 .019
Freedom100EM FRDM 1.0 33.76 –0.97 .1316 iShEvolUSDisc IEDI .7 43.43 –0.91 .0841 ProShS&P500Arist NOBL 1.9 92.59 –0.31 .376 FT GlTactCommod FTGC ... 23.24 –0.21 ... InvscDWAConsCyc PEZ .2 85.88 –3.67 .0839 PrincipalQual PSET 1.0 51.71 –0.44 .1269
GlbX FdrRunCos BOSS 2.1 32.02 –0.64 .3365 iShEvolUSFin IEFN 1.7 32.51 +0.07 .1552 ProShS&PMC400 REGL 1.9 74.33 –0.43 .327 FTHdgBuyWriteIncm FTLB 3.1 21.55 +0.16 .055 InvscDWACnsStpls PSL .7 94.95 –1.08 .1248 PrinUSMega USMC 1.4 38.66 –0.38 .1467
GlbXRuss2000Cvr RYLD 10.6 24.80 –0.20 .2493 iShEvolUSHlthcr IEHS .8 40.33 –0.64 .0599 ProShS&PTechDiv TDV 1.0 57.69 –1.09 .1612 FT IPOXEurEq FPXE 1.2 28.69 –1.11 .2332 InvscDWADevMkt PIZ .2 35.89 –1.15 .0017 PrinUSSCMulti PSC 1.1 46.14 –0.57 .115
GlbXTarget5 TFIV 4.8 24.30 –0.09 .1015 iShEvolUSInnHlthcr IEIH 1.1 33.00 +0.09 .1064 ProShShortUSDEmgBd EMSH 2.7 73.45 +0.03 .1654 FT GlblAgri FTAG 1.4 31.83 –0.50 .1098 InvscDWAEMMom PIE 1.3 23.78 –1.92 .0062 PrincipalValue PY 2.4 43.33 –0.40 .1876
GlbXTargetPlus2 TFLT 3.0 23.55 –0.12 .065 iShEvoUSMedia IEME .6 36.93 –0.57 .0401 ProShShtVIXST SVXY ... 49.49 –2.48 ... FT GlbNatRscs FTRI 2.3 14.96 –0.38 .1416 InvscDWAEnerMom PXI .8 26.95 –0.29 .0019 ProcureSpace UFO 1.0 29.08 –0.81 .1628
GlbXUSInfrDevt PAVE .3 26.86 –0.32 .0009 iShEvolUSTech IETC .4 50.10 –1.13 .0596 ProShTrMgdFut FUT ... 40.87 –0.31 ... FTIndiaNifty50EW NFTY .6 43.65 –0.21 .1364 InvscDWAFinMom PFI 1.1 51.28 –0.67 .2146 ProShEquRising EQRR 1.4 50.41 +1.23 .1189
GSAccInflUSDBd GTIP 1.3 57.62 –0.01 .2205 iShExpTechSftwr IGV .0 342.59 –3.91 .0695 ProShUltVIXST UVXY ... 4.25 +0.19 ... FTIndxxInnTran LEGR .9 41.57 –0.46 .0276 InvscDWAHlthcrMom PTH ... 146.10 –3.80 ... ProShUltNdBio BIB ... 82.11 –0.39 ...
GSAccUltShBd GSST .8 50.74 +0.02 .0289 iShMtgRealEstCap REM 6.1 36.26 –0.43 .5856 ProShsVIXMTFut VIXM ... 33.17 +0.37 ... FTIndxxNextG NXTG .9 72.28 –2.30 .2695 InvscDWAIndlsMom PRN .1 99.96 –3.47 .0079 ProShUltNasdCloud SKYU ... 36.40 –1.68 ...
GS EW US LC Equity GSEW 1.2 65.15 –0.72 .1762 iShUSBlendStyle STLC 1.3 39.62 –0.12 .1433 ProShsVIXSTFut VIXY ... 7.91 +0.41 ... FTIntlDevCapStr FICS .0 33.26 +0.26 .0497 InvscDWAMom PDP .0 84.73 –2.05 .0237 ProShUltNasdCyber UCYB ... 35.07 +0.42 ...
GSMarketBetaEM GSEE 3.1 56.05 –1.76 .2646 iShFctUSGrwStyle STLG .7 33.48 –0.59 .0734 RareviewDynFx RDFI 4.4 29.00 –0.21 .1106 FTIntlEquOpps FPXI .2 63.88 –2.87 .0126 InvscDWASCMom DWAS .1 83.15 –3.16 .0232 ProShUltPrQQQ TQQQ .0 95.97 –7.83 .0001
GSMarketBetaInt GSID 1.8 56.83 –0.58 .2158 iShUSMidBlendStyle STMB 1.4 42.81 –0.01 .1412 RareviewTaxAdv RTAI 2.9 27.38 –0.27 .0683 FT JapanAlpha FJP 1.0 51.63 –1.93 .0109 InvscDWATechMom PTF ... 127.16 –8.67 ... ProShUltShtQQQ SQQQ ... 11.93 +0.70 ...
GSMarketBetaUS GSUS 1.3 57.78 –0.79 .1598 iShUSSmBlendStyle STSB 1.1 47.75 –0.80 .1016 RevWeightUSLC RVRS 1.5 23.24 –0.14 .3525 FT LC CoreAlpha FEX .9 83.98 –1.03 .0863 InvscDWAUtilMom PUI 2.3 34.20 –0.21 .1836 ProShUltShNdBtech BIS ... 22.37 –0.09 ...
M24 BARRON’S May 17, 2021

Exchange-Traded Portfolios
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.
SimplifyNasd100Pl QQC .4 27.17 –0.66 .0171 AmCentSTOXXUSQual VALQ 1.6 50.38 –0.35 .1466 DirexS&P500Bl3 SPXL .2 97.76 –4.25 .1155 FT MatAlpDX FXZ 1.1 62.16 –0.03 .1303 GS Innovate GINN .3 57.10 –1.43 .048 InvscS&P500EWEner RYE 2.2 44.39 +0.01 .2261
SimplifyNasd100Dw QQD .3 26.85 –0.24 .0031 AmCentSustEq ESGA .8 52.14 –0.83 .1026 DirexS&P500Bull2X SPUU .7 92.22 –2.59 .3605 FT MergerArb MARB ... 19.84 –0.01 ... GS JUST US LC JUST 1.1 60.78 –0.72 .1749 InvscS&P500EW RSP 1.3 150.29 –1.35 .6465
SirenLCBlend SPQQ .9 30.48 +0.14 1.462 AmConsValues ACVF .8 31.10 –0.33 .0543 DirexS&PBiotechBr3 LABD ... 24.52 +0.03 ... FT MngstrDiv FDL 3.6 35.08 +0.10 .2372 GS PhysGold AAAU ... 18.34 +0.12 ... InvscS&P500EWFin RYF 1.7 62.22 +0.20 .2614
SirenNasdNexGen BLCN .5 46.66 –1.40 .0374 AmplifyBlackSwan SWAN .1 33.20 –0.48 .0072 DirexS&PBiotechBl3 LABU ... 61.83 –1.89 ... FT Multi-MgrLG MMLG .3 24.24 –0.66 .0606 GothamEnh500 GSPY ... 22.64 –0.30 ... InvscS&P500EWHC RYH .5 283.19 –2.02 .3254
SoFiGigEcon GIGE .4 33.35 –1.73 .124 AmplifyBlkIswn ISWN .1 25.02 –0.31 .0067 DirexS&P500Br1 SPDN ... 16.35 +0.21 ... FT NaturalGas FCG 2.2 14.25 +0.03 .0366 GraniteBloomComm COMB .1 27.52 –0.57 .0163 InvscS&P500Ind RGI .7 190.18 –1.25 .3641
VanEckBiotech BBH .3 177.70 –1.79 .6079 AmpCWPEnhDiv DIVO 4.8 36.04 –0.05 .1543 DirexHiBetaBear3X HIBS ... 11.85 +0.01 ... FT NY Muni FMNY ... 30.09 ... ... GraniteGold BAR ... 18.32 +0.11 ... InvscS&P500EWMat RTM 1.3 175.77 –0.35 .6339
VanEckDigTrans DAPP ... 25.13 –3.28 ... AmplifyCrowdBur LEND ... 14.89 –0.05 ... DirexHiBetaBull3X HIBL .0 70.91 –1.37 .0064 FT NA Energy Infra EMLP 3.9 24.42 +0.11 .215 GraniteHIPSUSHiInc HIPS 8.5 15.24 –0.18 .1075 InvscS&P500RlEst EWRE 3.3 34.69 –0.29 .4935
VanEckFallAnglHYBd ANGL 4.6 32.14 –0.14 .1076 AmplifyHiIncm YYY 9.1 17.09 –0.25 .13 DirexS&POil&GasBr2 DRIP .0 9.53 –0.06 .0028 FT NYSE ArcaBiotch FBT ... 162.68 +0.83 ... GranitePlatinum PLTM ... 12.11 –0.29 ... InvscS&P500EWTech RYT 1.1 271.72 –4.74 .4654
VanEckGaming BJK .4 52.21 –2.30 .2222 AmplifyOnlRetail XBUY ... 49.87 –2.10 ... DirexS&POil&GasBl2 GUSH .1 77.57 –0.92 .0657 FT PfdSecs FPE 4.6 20.36 –0.07 .0605 GraniteXOUTUSLC XOUT .4 38.24 –0.84 .0392 InvscS&P500EWUtil RYU 2.8 107.21 –0.28 .7577
VanEckPharm PPH 1.5 72.15 +1.17 .3497 AmplifyLithium BATT .2 15.31 –0.58 .0336 DirexSemiBear3 SOXS ... 10.42 +0.97 ... FTSTOXXEurSel Div FDD 3.3 14.98 +0.07 .0138 HCM Def500 LGH .2 38.18 –0.65 .0768 InvscS&P500xRt XRLV 1.3 47.04 –0.23 .0517
VanEckRetail RTH .6 172.17 –4.27 1.0027 AmplifyOnlineRet IBUY .5 112.60 –8.63 .6164 DirexSemiBl3 SOXL .1 31.93 –5.00 .0162 FT ShDurMgMun FSMB 1.6 20.87 –0.02 .0225 HCM Def100 QQH ... 42.68 –1.55 ... InvscS&P500GARP SPGP .9 86.54 –0.82 .2377
VanEckSemiconduc SMH ... 233.34 –10.26 ... AmpPureJrGold JGLD ... 26.70 –0.41 ... Direx7-10TreaBr3 TYO ... 9.10 +0.08 ... FT S&P REIT FRI 2.3 26.70 –0.35 .0596 HartfordLongEc HLGE ... 26.00 +0.04 ... InvscS&P500HiBeta SPHB 1.0 75.49 –0.43 .1459
VanEckVideoGam ESPO .1 66.16 –2.86 .0849 AmpSeymCannabis CNBS .4 23.60 –2.48 .101 Direx7-10TreaBull TYD .0 51.11 –0.48 5.7353 FT TCW EM Debt EFIX 4.3 19.70 –0.04 .07 HartfordMultiDvxUS RODM 2.6 31.09 –0.24 .3894 InvscS&P500HiDiv SPHD 3.9 45.76 –0.01 .1264
VangdEM GovBd VWOB 4.1 78.92 –0.30 .2673 AmplifyTransData BLOK 1.4 45.74 –4.69 .658 DirexScBear3 TZA ... 32.83 +1.39 ... FT TCW SecPlus DEED 1.2 25.92 –0.07 .04 HartfordMultiEM ROAM 2.9 24.42 –0.70 .4172 InvscS&P500LowVol SPLV 1.7 61.39 –0.28 .0814
VangdGlblxUS RE VNQI .9 57.03 –1.40 .5053 AppliedFinValLC VSLU ... 24.95 –0.30 ... DirexSCBull3 TNA .0 88.02 –6.19 .0103 FT TCWUnPlBd UCON 2.8 26.64 –0.02 .049 HartfrdMultifctrSC ROSC 1.7 38.77 –0.21 .1056 InvscS&P500Mom SPMO 1.1 54.05 –1.55 .0763
VangdIntrCorpBd VCIT 2.4 93.97 –0.17 .166 ArkFinInnov ARKF .0 46.43 –2.98 .0281 DirexKRBull3 KORU .0 41.08 –4.69 .0031 FT TechAlphaDEX FXL .0 114.05 –2.42 .0196 HartfordMultiUSEqu ROUS 1.8 39.74 –0.41 .1378 InvscS&P500PrGrw RPG .3 165.43 –4.59 .1608
VangdIntermTrmTrea VGIT 1.3 67.66 –0.14 .062 ArmorUSEquity ARMR 1.1 23.88 –0.37 .2509 DirexTechBear3 TECS ... 6.70 +0.36 ... FT USEquityOpp FPX .2 114.16 –3.38 .088 HartfordMuniOpps HMOP 2.2 41.90 –0.06 .0611 InvscS&P500PrVal RPV 1.5 80.76 +0.04 .4053
VangdIntlDivApp VIGI 1.1 85.59 –1.01 .032 ArrowDJGlobalYd GYLD 5.3 15.19 +0.07 .0597 DirexTechBull3 TECL .0 43.58 –3.28 .19 FT UltShDurMuni FUMB .8 20.17 –0.01 .009 HartfordSchTax HTAB 1.2 21.70 ... .0204 InvscS&P500Qual SPHQ 1.4 45.97 –0.46 .1432
VangdIntlHiDiv VYMI 3.0 69.11 –0.31 .3614 Asymmetric500 ASPY ... 26.61 –0.02 ... DirexTransportBl3 TPOR .0 50.48 –0.62 .009 FT UtilAlpha FXU 3.3 30.92 –0.04 .0674 HartfordTRBd HTRB 2.4 40.60 –0.10 .0757 InvscS&P500Rev RWL 1.5 73.91 –0.68 .2782
VangdLTCorpBd VCLT 3.3 102.13 –1.01 .2662 AvantisCoreFixIncm AVIG 1.1 48.84 –0.16 .0445 Direx20+TreaBr3 TMV ... 77.48 +3.42 ... FT ValDivFd FVD 2.0 40.42 –0.02 .1761 HealthCareSelSect XLV 1.4 123.45 –0.62 .3975 InvscS&P500Top50 XLG 1.1 311.07 –4.30 .8839
VangdLong-TermTrea VGLT 2.0 83.57 –1.28 .1331 AvantisCrMuniFx AVMU .7 49.97 –0.09 .0281 Direx20+YrTrBull TMF .1 22.74 –1.15 .0152 FT Water FIW .5 82.70 –0.94 .0599 High Yield HYLD 7.3 32.45 –0.07 .18 InvscS&P500ValMom SPVM 1.7 49.91 –0.56 .1955
VangdMBS VMBS 1.3 53.43 –0.21 .0261 AvantisEM AVEM 1.5 66.31 –2.08 .6411 DirexUtilBl3X UTSL 1.0 31.00 –0.27 .0893 FlexShSelBdFd BNDC 2.2 26.07 –0.09 .0386 HorizonKinInfltn INFL .5 29.93 –0.23 .037 InvscS&PGlbWater CGW 1.2 52.90 –0.34 .6603
VangdRuss1000 VONE 1.3 194.11 –2.72 .5363 AvantisIntlEquity AVDE 1.5 63.68 –0.74 .5418 DirexDynHedge DYHG .8 56.10 –0.91 .267 FlexShDevMkxUSQu QLVD 1.9 27.90 –0.06 .1024 HoyaCapHousing HOMZ 2.6 40.43 –0.81 .0762 InvscS&PIntDvLoVl IDLV 2.2 30.95 –0.34 .228
VangdRuss1000Grw VONG .7 64.68 –1.37 .1026 AvantisIntlSCValue AVDV 1.4 66.04 –1.17 .6557 DirexFallKnives NIFE .5 77.18 –1.25 .0737 FlexShDiscDurMBS MBSD 2.8 23.67 –0.09 .0493 HullTacticalUS HTUS .0 31.81 –0.46 1.0989 InvscS&PIntlDev IDMO 1.5 32.31 –1.43 .1502
VangdRuss1000Val VONV 1.8 70.45 –0.56 .256 AvantisShortTrmFix AVSF .5 50.02 ... .0174 DirexFlight FLYT 3.3 48.35 –0.38 1.2325 FlexShEMQualLo QLVE 1.6 27.14 –0.67 .0273 HumankindUS HKND ... 27.51 –0.32 ... InvscS&PIntlDevQu IDHQ 1.6 30.33 –0.35 .2176
VangdRuss3000 VTHR 1.2 192.79 –2.85 .5646 AvantisUSEquityETF AVUS 1.0 73.09 –0.83 .1642 DirexHiGrowth HIPR .3 63.84 –1.27 .0879 FlexGlbQualRealEst GQRE 1.8 64.27 –1.01 .0531 IQCandESGIntl IQSI 1.4 29.77 –0.36 .0696 InvscS&PMC400EW EWMC .8 93.02 –1.57 .2375
VangdRuss2000 VTWO .9 89.12 –1.83 .1523 AvantisUSSCValue AVUV 1.1 77.26 –0.45 .2577 DirexHydrogen HJEN ... 21.13 –0.88 ... FlexGlbUpstmNatRsc GUNR 2.2 39.81 –0.51 .2384 IQCandESGUS IQSU .9 35.38 –0.54 .1051 InvscS&P400PrGrw RFG .1 217.59 –8.19 .1206
VangdRuss2000Grw VTWG .5 210.58 –6.40 .1942 AwareUltShDur AWTM 1.3 49.81 +0.01 .07 DirexMSCILvL ESNG 1.2 65.89 –0.31 .182 FSHiYdValScored HYGV 6.1 49.53 –0.13 .2262 IQ50%HdgFTSEIntl HFXI 1.9 24.67 –0.24 .1055 InvscS&P400PrVal RFV 1.0 97.69 –0.04 .3212
VangdRuss2000Val VTWV 1.3 144.76 –1.73 .3092 BNYMellonCoreBd BKAG 1.7 49.07 –0.19 .0562 DirexMoonInnov MOON ... 32.44 –1.42 ... FlexShiBoxx5YTIPS TDTF 1.3 28.20 ... .1255 IQ500IntlETF IQIN 2.0 33.58 –0.24 .318 InvscS&PMC400Rev RWK .7 91.81 –1.17 .1707
VangdSTCpBd VCSH 2.0 82.75 +0.01 .1073 BNYMellonEM BKEM 2.0 73.85 –2.50 .1868 DirexNasd100EW QQQE .5 77.50 –1.49 .0874 FlexiBx3YDurTIPS TDTT 1.3 26.68 +0.03 .1177 IQGlobalResources GRES 8.5 30.07 –0.17 2.5521 InvscS&PMCLowVol XMLV 1.3 54.62 –0.32 .1343
VangdShtTmInfltn VTIP 1.3 52.35 +0.08 .0939 BNYMellonHYBeta BKHY 5.5 56.26 –0.08 .2391 DirexRs1000GrOvVal RWGV .3 102.48 –3.01 .158 FlexShIntQualDiv IQDE 2.8 24.65 –0.33 .1353 IQ HealthyHearts HART 1.3 26.74 –0.09 .0863 InvscS&PMCMom XMMO .4 82.12 –2.97 .0497
VangdShortTermTrea VGSH .7 61.53 –0.02 .0179 BNYMellonIntl BKIE 2.1 73.23 –0.62 .5107 DirexRs1000ValOvGr RWVG 1.0 61.22 –0.10 .2734 FlexShIntQuDivDyn IQDY 2.3 31.67 –0.43 .1197 IQHedgeEventDriven QED 4.5 23.35 –0.17 1.0495 InvscS&PMCQual XMHQ .9 79.08 –1.45 .134
VangdTotalBd BND 2.1 85.06 –0.30 .1306 BNYM ShDurCpBd BKSB 1.6 51.43 –0.02 .0564 DirexS&P500HiMin QMJ 1.1 62.81 +0.07 .0957 FlexShIntlQualDiv IQDF 2.7 26.71 –0.33 .125 IQHedgeL/STracker QLS 1.9 26.74 –0.20 .5173 InvscS&PMCValMom XMVM .9 48.20 –0.72 .0798
VangdTotalCpBd VTC 2.6 90.05 –0.39 .1733 BNYM LC Core BKLC 1.0 78.12 –1.13 .2081 DirexWorkFrHome WFH .3 68.53 –1.63 .1367 FlexShMDevMktxUS TLTD 1.8 73.64 –0.83 .1864 IQ HedMacrTrac MCRO 2.5 28.36 –0.23 .7123 InvscS&P100EW EQWL 1.7 79.40 –0.54 .3272
VangdTotIntlBd BNDX 1.0 56.71 –0.21 .0388 BNYM US MC Core BKMC 1.0 87.42 –1.07 .219 DirexWrldWithout WWOW .0 24.95 –0.48 .0004 FlexShEM FactTilt TLTE 1.9 62.84 –2.07 .099 IQHedgeMktNeut QMN 2.1 27.24 –0.09 .5692 InvscS&PSCLowVol XSLV 1.5 47.22 +0.13 .1564
VangdTotIntlStk VXUS 2.1 64.97 –1.11 .1553 BNYM US SC Core BKSE 1.0 96.22 –1.68 .2507 DistillateIntlFund DSTX .5 27.12 –0.36 .0524 FlexShQualDivDef QDEF 2.1 53.52 –0.43 .2011 IQ HedMultStra QAI 2.0 31.85 –0.23 .6331 InvscS&PSCMom XSMO .6 49.84 –1.16 .0539
VangdTotWorldBd BNDW 1.5 79.46 –0.30 .0867 BallastSmMid MGMT ... 35.10 –0.63 ... DistillUSFundSt DSTL 2.0 41.64 –0.31 .1035 FlexShQualDivDyn QDYN 2.1 59.38 –0.62 .2356 IQMacKayMuniIns MMIN 1.8 27.49 –0.07 .0384 InvscS&PSC600EW EWSC .8 82.61 –0.95 .2186
VicShDevEnhVol CIZ 1.5 33.82 –0.62 .086 BarclyiPathBCarbon GRN ... 111.95 +10.64 ... EmgqEM Internet EMQQ .2 57.80 –4.05 .1135 FlexShQualityDiv QDF 2.0 56.35 –0.34 .226 IQMacKayMuniInter MMIT 2.1 26.80 –0.06 .0326 InvscS&P600PrGrw RZG .3 156.02 –3.78 .0854
VicShDivAccel VSDA 1.4 44.08 –0.13 .0276 Barrons400ETF BFOR .8 58.84 –0.75 .4875 ETFMGAltHarvest MJ 2.9 19.69 –1.65 .02 FlexShReadyAcc RAVI .9 76.19 +0.02 .0419 IQMergerArbitrage MNA 2.3 33.37 –0.08 .766 InvscS&P600PrVal RZV .5 93.70 –0.65 .1979
VicShEMHiDivVol CEY 3.3 24.33 –0.42 .0833 BitwiseCrypto BITQ ... 23.32 ... ... ETFMG PrimeCyber HACK .1 56.50 +0.45 .04 FlexShSTOXXGlb NFRA 2.0 58.78 –0.44 .1799 IQRealReturn CPI 1.0 27.30 –0.06 .2693 InvscS&P600Rev RWJ .5 119.54 –1.43 .1878
VicShIntlHiDivVol CID 3.5 33.48 +0.25 .1147 BlkRkFutureHlth BMED ... 27.97 –0.69 ... ETFMGPrmJrSilv SILJ 1.2 16.22 –0.51 .20 FlexShUSQualLo QLV 1.1 49.28 –0.41 .1146 IQS&PHYLowVolBd HYLV 3.8 24.97 –0.09 .074 InvscS&PSCValMom XSVM .7 50.67 –0.56 .1191
VicShIntlVolWtd CIL 1.8 44.75 –0.50 .113 BlkRkFutInnov BFTR ... 44.44 –3.36 ... ETFMG PrimeMob IPAY ... 67.17 –2.22 ... Formidable FORH ... 24.95 –0.45 ... IQ US RealEstSC ROOF 3.2 24.91 –0.56 .0867 InvscS&PSpin-Off CSD .8 65.32 –0.78 .5489
VicShNasdNext50 QQQN .3 30.69 –0.70 .0146 BlkRkFutureTech BTEK ... 30.85 –2.04 ... ETFMGSitUltra VALT 1.1 49.73 –0.01 .024 FrankFTSEAsiaxJpn FLAX 1.5 28.26 –1.05 .3588 IQ UltShrtDur ULTR 1.1 49.64 +0.02 .0374 InvscS&PUltDiv RDIV 4.1 42.94 –0.11 .3726
VicShProtectAmer SHLD .6 33.79 +0.46 .0093 BlkRkIntermMuni INMU .9 25.46 –0.01 .0184 ETFMG TravelTech AWAY .0 28.68 –0.64 .01 FrankFTSEAustralia FLAU 2.0 31.21 –0.23 .2941 iMDBiHedgeStrat DBEH ... 32.07 –0.49 ... InvscSrLoan BKLN 3.2 22.18 +0.03 .0576
VicShTopVetEmp VTRN 1.1 32.41 –0.99 .0286 BlkRkUSCarbon LCTU ... 47.95 –0.50 ... ETFMG Treat GERM 1.0 36.21 +0.12 .285 FrankFTSEBrazil FLBR 2.3 23.23 –0.28 .268 iMDBiMgdFut DBMF ... 28.57 +0.01 ... InvscSolar TAN .1 72.54 –2.61 .0922
VicShUSDiscEnhVol CSF 1.0 61.36 –0.20 .0079 BlkRkUSEqRotat DYNF 1.4 35.45 –0.43 .1138 ETFMG US Alt MJUS ... 10.05 ... ... FrankFTSECanada FLCA 2.1 32.68 +0.15 .4241 ImpactNAACPMinrty NACP 1.0 31.58 –0.45 .0738 InvscTaxMuniBd BAB 2.8 32.40 –0.20 .0728
VicShUSEQIncmEnh CDC 2.3 66.70 +0.02 .1096 BlkRkWxUSCarbon LCTD ... 47.89 –0.41 ... ETRACSAlerianMLP AMUB 6.5 12.01 +0.31 .1961 FrankFTSEChina FLCH .9 30.82 –0.95 .2488 ImpactSustain SDGA 1.0 27.15 –0.12 .073 InvscTotalRetBd GTO 2.0 56.52 –0.13 .0869
VicShUS500EnhVol CFO .9 71.09 –0.73 .0367 BlueHorizBNE BNE .0 26.45 –0.95 .0044 ETRACSAlernMLPInfr MLPB 7.2 16.08 +0.43 .2692 FrankFTSEEurope FLEE 1.7 29.34 –0.09 .2917 ImpactShsYWCAWomen WOMN 1.5 31.69 –0.29 .061 InvscTreaCollat CLTL .3 105.68 ... .0008
VicShUS500Vol CFA 1.0 71.01 –0.78 .0369 BlueStarIsrael ITEQ .7 61.62 –3.14 .05 EtracsAlerianMid AMND 7.1 35.15 +0.69 .6031 FrankFTSEEurHdg FLEH 1.7 26.96 –0.08 .3192 IndSelSectorSPDR XLI 1.2 104.73 –0.62 .2956 InvscUltShtDur GSY 1.0 50.50 +0.01 .0279
VicShUSLCHiDivVol CDL 2.6 58.56 +0.16 .0971 BreakwDryBulk BDRY ... 22.95 –2.95 ... EtracsAlerMidstr AMNA 6.0 33.10 +0.62 .4767 FrankFTSEFrance FLFR 1.3 31.36 +0.12 .2332 InfraCapMLP AMZA 9.7 28.31 +0.85 .22 InvscVrdoTaxFr PVI .0 24.90 ... ...
VicShUSMultMin VSMV 1.7 38.11 –0.16 .0382 CP HY Trend HYTR 3.1 24.04 –0.12 .071 EtracsAlerMid AMTR ... 38.72 +0.73 ... FrankFTSEGermany FLGR 2.4 27.53 –0.06 .4064 InfraCapREITPfd PFFR 5.9 24.28 –0.14 .12 InvscVarRtPfd VRP 4.2 26.07 –0.07 .0924
VicShUSSCHiDiv CSB 3.1 62.13 +0.12 .0458 CabanaTarget5 TDSA .6 24.93 –0.28 .1468 ETRACSBloomETN DJCB ... 17.39 –0.38 ... FrankFTSE HK FLHK 2.8 28.82 –0.52 .5597 InfusiveComp JOYY .7 34.37 –0.71 .0157 InvscWildClnEngy PBW .6 75.32 –5.57 .1428
VicShUSSCVolWtd CSA 1.1 65.80 –0.31 .0084 CabanaTarget7 TDSB .5 25.08 –0.27 .1126 EtracsM1.5XLevCEF CEFD 10.2 31.35 –0.93 .251 FrankFTSEIndia FLIN .6 28.31 –0.14 .0575 InnovIBDBreakout BOUT ... 33.37 –1.20 ... InvscZacksMC CZA 1.2 90.71 –0.89 1.0837
VirtusTerraUSQual JOET .1 27.59 –0.57 .021 CabanaTarget16 TDSE .6 27.41 –0.44 .1698 EtracsM1.5XLevMtg MVRL 10.9 46.96 –1.05 .2774 FrankFTSEItaly FLIY 2.1 27.81 +0.29 .1759 InnovIBDLdrs LDRS .7 27.83 –0.69 .0185 InvscZacksMltIncm CVY 2.5 24.71 –0.03 .1124
WahedFTSEUSAShar HLAL .8 36.41 –0.66 .077 CabanaTarget10 TDSC .5 26.07 –0.35 .1335 ETRACSMonthPay2x SMHB 9.4 11.62 –0.09 .0908 FrankFTSEJapan FLJP 1.5 29.69 –0.90 .2396 InnovatorIBD50 FFTY ... 44.62 –1.43 ... iPathBloomCocoaTR NIB ... 30.75 +0.25 ...
WstAstShrtDur WINC 2.8 26.23 –0.01 .0494 CabanaTarget13 TDSD .5 26.79 –0.40 .1451 ETRACS2xLvHiDiv HDLB 7.7 16.76 +0.46 .1264 FrankFTSEJapanHdg FLJH ... 29.84 –0.66 ... InnovLoupFrontier LOUP ... 49.48 –2.03 ... iPathBloomCommTR DJP ... 26.43 –0.63 ...
WstAstTR WBND 3.1 27.23 –0.05 .0593 CannabisETF THCX 2.8 15.77 –1.93 .0478 ETRACSNYSEPick PYPE 7.5 18.71 +0.45 .3512 FrankFTSELatAm FLLA 2.0 24.66 –0.13 .3379 InnovEAFEPwrApr IAPR ... 25.52 –0.09 ... iPathBloomLeadTR LD ... 44.45 –1.60 ...
WisdTrChinaxSOE CXSE .6 62.48 –1.89 .0491 CapLinkGlbFin KOIN .4 40.18 –0.72 .1534 EtracsQ1.5XLevWf BDCX 10.8 37.30 –0.69 1.1368 FrankFTSEMexico FLMX 1.3 23.88 +0.04 .1897 InnovEAFEPwrJan IJAN ... 26.60 –0.02 ... iPathGSCI nts GSP ... 14.55 –0.28 ...
WT CybersFd WCBR ... 21.39 +0.23 ... CapNextVehicles EKAR .4 38.19 –1.21 .1659 EtracsQ1.5XLevAl MLPR 22.1 34.33 +1.35 .8206 FrankFTSERussia FLRU 5.9 28.67 –0.16 1.6797 InnovEAFEPwrJul IJUL ... 24.39 ... ... iPathPBBroadCmod BCM ... 35.74 –0.45 ...
WisdTrEM CpBd EMCB 3.7 75.64 –0.13 .205 ChgFinUSLCFoss CHGX .5 31.39 –0.47 .1678 Etracs2xLvUSMin USML ... 29.11 –0.19 ... FrankFTSESaudiAr FLSA 1.8 31.68 –0.40 .1748 InnovEMPwrApr EAPR ... 25.01 –0.39 ... iPathPBCrudeOil OIL ... 19.36 +0.13 ...
WisdTrEMQualDivGrw DGRE 2.1 29.48 –0.81 .0578 ChangeCapL/S CBLS ... 25.71 –0.99 ... Etracs2xLvUSMom MTUL ... 22.43 –1.42 ... FrankFTSESAfrica FLZA 3.5 27.22 –0.65 .5605 InnovEMPwrJan EJAN ... 30.36 –0.32 ... iPathBlmAgricult JJA ... 64.01 –3.37 ...
WisdTrGermanyHdg DXGE 2.8 35.10 –0.63 .2537 ChangeCapSust CBSE ... 28.30 –1.00 ... Etracs2xLvUSQu QULL ... 29.79 –0.14 ... FrankFTSE SKorea FLKR .9 32.31 –0.94 .304 InnovEMPwrJuly EJUL ... 26.72 +0.04 ... iPathBlmAlum JJU ... 51.75 –2.01 ...
WisdTrIntRtHYBd HYZD 4.5 22.14 –0.04 .075 ClearSharesOCIO OCIO 1.5 31.86 –0.31 .0562 Etracs2xLvUSDiv SCDL ... 34.42 –0.07 ... FrankFTSESwitz FLSW 2.2 32.32 –0.19 .058 InspireCpBdImp IBD 1.4 26.11 –0.04 .0252 iPathBlmCoffee JO ... 41.23 –2.54 ...
WisdTrIntUSAgg AGZD 2.0 47.00 –0.07 .055 ClearPitonInt PIFI .0 99.08 –0.07 .0172 Etracs2xLvUSGrw IWFL ... 25.13 –1.14 ... FrankFTSETaiwan FLTW 1.9 41.07 –3.88 .7677 InspireFaithLC FEVR ... 25.46 –0.76 ... iPathBlmCopper JJC ... 70.31 –1.07 ...
WisdTrJapanHdgSC DXJS 2.8 43.33 –1.07 .5436 ClearUltShMat OPER .4 100.10 ... .02 Etracs2xLvUSSize IWML ... 25.49 –1.08 ... FrankFTSE UK FLGB 2.3 25.73 –0.11 .2767 InspireFaithMC GLRY ... 28.46 –0.76 ... iPathBlmCotton BAL ... 45.87 –4.02 ...
WisdTrUSQltyDiv DGRW 1.7 59.68 –0.40 .09 ColumbiaDivFixed DIAL 2.5 21.36 –0.06 .0411 Etracs2xLvUSVal IWDL ... 32.30 –0.41 ... FrankFedIntTxFr FLMI 2.1 26.68 ... .0494 InspireGlblHope BLES 1.4 38.83 –0.30 .1447 iPathBlmEnergy JJE ... 34.28 +0.40 ...
WisdTrUSSCQltyDiv DGRS 1.7 48.05 –0.18 .06 ColumbiaEMCoreXCh XCEM 1.5 31.95 –1.15 .49 ETRACS2xM092548 PFFL 9.7 18.67 –0.54 .1506 FrankFedTxFrBd FLMB 1.9 27.11 –0.10 .0371 InspireIntlESGETF WWJD 1.3 35.13 –0.28 .1573 iPathBlmGrains JJG ... 67.81 –5.09 ...
ColumbiaEMConsumer ECON .7 26.70 –0.97 .1786 ETRACSUBSBloomberg UCIB ... 18.84 –0.42 ... FrankInvGradeCp FLCO 2.9 25.73 –0.11 .0575 Inspire100ETF BIBL 1.0 41.18 –0.49 .0848 iPathBlmIndMet JJM ... 60.54 –1.81 ...
NYSE ARCA ColumbiaIndiaCnsmr INCO .3
ColumbiaMultMun MUST 2.0
51.00
22.51
+0.60
–0.01
.1646
.0271
ETRACSWFBusDev BDCZ 7.8
EcofinDigPay TPAY .2
19.04
43.54
–0.24
–1.62
.3792
.1021
FrankShtDurUSGovt FTSD
FrankSysStyle FLSP
1.3
.3
95.26
20.37
–0.02
+0.08
.0796
1.5369
InspireS/MC Impact ISMD
InspireTactBal RISN
.8
.7
36.93
27.94
–0.42
–0.37
.0989
.0344
iPathBlmLivestk COW
iPathBBloomNatGas GAZ
...
...
37.50
16.43
–0.88
+0.07
...
...
ColumbiaResEnhCore RECS .9 28.38 –0.32 .2678 EcofinGlbWater EBLU 1.3 44.55 –0.45 .2242 FrankUSCoreBd FLCB 2.5 25.29 –0.08 .0447 InvscActvUSRlEst PSR 2.6 98.54 –1.05 .6044 iPathBlmNickel JJN ... 69.33 –2.11 ...
AAFFirstCLOBd AAA 1.0 25.01 +0.02 .027 ColumbiaResEnhVal REVS 20.4 20.36 –0.12 .0115 ElemntsRogrAgri RJA ... 7.73 –0.47 ... FrankUSLowVol FLLV 1.4 46.23 –0.37 .1289 InvscAero&Def PPA .6 75.21 –0.81 .1342 iPathBlmPlatinum PGM ... 58.26 –1.34 ...
AAM LowDurPfd PFLD 4.9 25.14 –0.09 .1057 ColumbiaSustIntl ESGN 2.4 28.25 –0.36 .0832 ElemntsRogrEngy RJN ... 2.17 +0.03 ... FrankUSTreaBd FLGV 1.7 23.98 –0.07 .031 InvscCA AMT-Fr PWZ 2.3 27.98 –0.05 .0527 iPathBlmPrecMet JJP ... 66.66 +0.62 ...
AAMS&PDevMk DMDV 2.9 25.28 –0.06 .081 ColumbiaSusUSEqu ESGS 2.0 37.68 –0.09 .1764 ElemntsRogrMtls RJZ ... 11.39 –0.21 ... FrankUltraShBd FLUD 1.7 24.89 +0.01 .0133 InvscCEFIncmComp PCEF 6.9 23.74 –0.31 .1366 iPathBlmSofts JJS ... 47.75 –2.44 ...
AAMS&PEMHiDivVal EEMD 3.7 23.44 –0.36 .075 CommSvsSPDR XLC .6 77.09 –1.19 .1329 ElemntsRogrTr RJI ... 6.08 –0.13 ... FranklinLibEM FLQE 2.6 31.43 –0.44 .7622 InvscChinaTech CQQQ .5 76.44 –2.04 .3859 iPathBlmSugar SGG ... 52.92 –1.80 ...
AAMS&P500HiDivV SPDV 3.0 31.47 +0.02 .0874 CnsmrDiscSelSector XLY .7 170.74 –6.88 .2641 ElemntsSpectrmLC EEH ... 31.17 +1.37 ... FranklinLibQGlbDiv FLQD 2.6 34.98 +0.01 .0814 InvscCurrShAUD FXA ... 77.40 –0.69 ... iPathBlmTin JJT ... 83.63 –0.64 ...
AIPoweredEquity AIEQ .3 36.43 –1.35 .02 CnsStapleSelSector XLP 2.5 70.91 +0.27 .3569 ElemntsBiofuels FUE ... 9.84 –0.42 ... FranklinGlbEquity FLQG 2.3 39.35 –0.42 .4733 InvscCurrShGBP FXB ... 136.01 +0.86 ... iPathShillerCape CAPE ... 203.27 –1.95 ...
AIPwrdIntlEqu AIIQ 1.3 31.93 –1.05 .4136 CorbettRdTactOpp OPPX ... 25.47 –0.45 ... ElemntsGrain GRU ... 4.58 –0.31 ... FranklinIntlEquity FLQH 3.3 27.58 –0.19 .5747 InvscCurrShCAD FXC ... 81.06 +0.16 ... iPathSilverETN SBUG ... 37.94 +0.03 ...
ALPSCleanEnergy ACES .5 64.23 –3.40 .0478 CoreAlternative CCOR 1.3 30.55 +0.31 .10 EnSelectSectorSPDR XLE 3.9 53.49 –0.14 .5199 FreedomDayDiv MBOX ... 25.47 –0.13 ... InvscCurrShEuro FXE ... 113.63 –0.30 ... iShAAA-ARtdCorpBd QLTA 2.1 55.79 –0.26 .0923
ALPS DisrupTech DTEC .4 44.22 –1.02 .169 CSFIEnhEur50ETN FEUL ... 110.87 +5.87 ... ER Entrepreneurs ENTR .0 22.85 –0.59 1.6517 GabelliGrwInn GGRW ... 22.29 –0.69 ... InvscCurrShJPY FXY ... 86.20 –0.56 ... iShA/PDividend DVYA 3.5 41.26 –0.84 .4806
ALPSEmgDivDogs EDOG 2.6 24.54 +0.14 .1325 CS FI LC Grwth FLGE ... 596.76 –21.81 ... ER Next Entre ERSX .5 21.61 –0.79 .1146 GabelliLovePlanet LOPP ... 27.76 –0.28 ... InvscCurrShCHF FXF ... 100.55 –0.20 ... iShBBCpBd HYBB 4.1 51.69 –0.12 .1667
ALPS EqSecWgh EQL 1.7 99.38 –0.81 .3716 CS S&P MLP MLPO 7.4 9.95 +0.10 .1689 EthoClimateLeader ETHO .7 58.17 –0.94 .07 GadsdenDynMult GDMA .8 33.17 –0.35 .0061 InvscDBComm DBC ... 18.41 –0.32 ... iShAgencyBond AGZ .9 117.99 –0.29 .0649
ALPSIntlDivDogs IDOG 2.7 28.95 +0.02 .2431 CSX Mthly2xLvMtg REML 12.6 6.94 –0.22 .0541 FIEnhEurope50ETN FIEE ... 196.83 +5.43 ... GlblBetaLowBeta GBLO 1.6 24.03 +0.01 .1201 InvscDBAgriFd DBA ... 18.36 –0.97 ... iShCMBSETF CMBS 2.4 54.05 –0.21 .1036
ALPSMedBreak SBIO ... 45.40 –0.71 ... DBGoldDoubleLg DGP ... 40.99 +0.44 ... FidelityCorpBd FCOR 2.5 54.74 –0.23 .11 GlbBetaRisingStars GBGR .5 22.32 –0.57 .0154 InvscDBBaseMet DBB ... 20.74 –0.41 ... iShGovt/CreditBond GBF 1.4 120.68 –0.56 .1101
ALPSREITDivDogs RDOG 4.2 45.91 –0.83 .5111 DBGoldDoubleShrt DZZ ... 2.72 –0.03 ... FidelityDivRising FDRR 2.1 42.39 –0.30 .236 GlbBetaSmartIncm GBDV 3.5 22.30 +0.13 .2132 InvscDBEnerFd DBE ... 14.47 +0.07 ... iSh10-20YTreasBd TLH 1.4 141.69 –1.71 .1726
ALPSSectorDivDogs SDOG 2.9 55.36 +0.02 .4757 DBGoldShortETN DGZ ... 10.07 –0.06 ... FidelityHiDiv FDVV 2.6 37.85 –0.07 .278 GlbXAdaptiveUS AUSF 2.3 30.31 +0.12 .17 InvscDBG10Curr DBV ... 25.52 +0.01 ... iSh0-5YTIPSBd STIP 1.5 106.70 +0.19 .3925
ARKInnovationETF ARKK .0 104.31 –5.41 1.6277 DayHaganNedRes SSUS .4 32.51 –0.42 .1449 FidelityHYFactor FDHY 4.2 55.49 –0.09 .171 GlbXAdaptUSRisk ONOF ... 27.15 –0.36 ... InvscDBGoldFd DGL ... 53.17 +0.27 ... iShBloomRollSel CMDY .1 53.61 –0.83 .0662
ARK NextGen ARKW .0 128.60 –8.65 1.8945 DefianceNextGen FIVG 1.0 35.50 –0.92 .0579 FidelityIntlHiDiv FIDI 2.6 21.30 –0.03 .183 GlbXCopperMiners COPX .9 41.99 –2.34 .3226 InvscDBOilFund DBO ... 11.68 +0.07 ... iShCalifMuniBd CMF 1.7 62.39 –0.14 .09
AtacUSRotation RORO ... 22.71 –0.66 ... DefNextGenH2 HDRO ... 21.04 –1.24 ... FidelityIntlValue FIVA 2.4 24.65 –0.15 .212 GlbX EM Bd EMBD 3.7 26.73 –0.06 .0915 InvscDBPrecMetls DBP ... 51.50 +0.17 ... iShCmdCurve CCRV ... 25.08 –0.89 ...
AberdStdBlAllCm BCD 1.1 29.74 –0.57 .3274 DefNextGenSpac SPAK ... 23.21 –1.03 ... FidelityIGBd FIGB 1.2 49.88 –0.26 .056 GlbXFTSENordReg GXF 1.0 30.69 –0.27 .1822 InvscDBSilverFd DBS ... 38.45 –0.16 ... iShAggrAllocation AOA 1.5 69.26 –0.87 .1141
AberdStdBlACStr BCI .6 25.71 –0.41 .1496 DefianceQuantum QTUM .4 45.55 –1.97 .0265 FidelityIGSecur FSEC .8 49.78 –0.20 .051 GlbX FTSE SE Asia ASEA 2.2 14.67 –0.40 .0979 InvscDBUSDBear UDN ... 21.63 –0.02 ... iShConsAllocat AOK 1.8 39.18 –0.37 .0252
AberdStdPhysGold SGOL ... 17.71 +0.12 ... DeltaShS&P500Mgd DMRL .7 70.75 –0.95 .1775 FidelityLtdTermBd FLTB 1.2 52.45 –0.04 .04 GlbX GoldExplorers GOEX 2.7 33.57 –0.43 .8955 InvscDBUSDBull UUP ... 24.29 +0.02 ... iShCoreDivGrowth DGRO 2.1 50.89 –0.27 .2622
AberdStdPhysPall PALL ... 270.82 –1.85 ... DeltaShS&P400Mgd DMRM .3 59.46 –0.89 .0653 FidelityLowVol FDLO 1.2 46.28 –0.48 .147 GlbX GuruIndex GURU 2.6 46.82 –0.20 .9019 InvscDefEquity DEF 1.2 64.74 –0.22 .794 iShCore5-10YUSDBd IMTB 2.4 51.21 –0.06 .0692
AberdStdPhysPlat PPLT ... 114.89 –2.73 ... DeltaShS&PIntMgd DMRI .8 52.78 –0.63 .338 FidelityCommSvs FCOM .6 51.37 –0.95 .077 GlbXLithium&Batt LIT .4 60.62 –1.56 .0879 InvscDJIADiv DJD 3.1 45.04 –0.22 .3371 iShGrwthAllocation AOR 1.7 54.96 –0.65 .1145
AberdStdPhyPrMt GLTR ... 101.33 +0.06 ... DeltaShS&P600Mgd DMRS .2 57.10 –0.51 .0679 FidelityMSCICnDisc FDIS .5 77.87 –2.80 .10 GlbX MLP&Energy MLPX 6.4 34.90 +0.60 .5212 InvscDynBiotech PBE ... 71.09 –0.66 ... iShCoreHiDividend HDV 3.6 99.38 +0.12 .8821
AberdStdPhySilv SIVR ... 26.46 –0.02 ... DemocracyIntlFd DMCY ... 26.15 –0.36 ... FidelityMSCICnStpl FSTA 2.3 43.26 +0.15 .251 GlbX MLP MLPA 9.2 37.06 +0.85 .775 InvscDynBuilding PKB .2 53.01 –1.36 .0193 iShCoreMSCIEM IEMG 1.8 64.20 –2.18 .7235
AbsoluteCrStrat ABEQ .5 28.29 –0.02 .0893 DimenEmgCore DFAE .0 28.33 –0.98 .0011 FidelityMSCIEn FENY 3.4 14.48 –0.03 .142 GlbXMSCIArgentina ARGT .3 29.92 –0.15 .0854 InvscDynEnerExpl PXE 2.5 16.19 –0.17 .0306 iShCoreMSCIEurope IEUR 1.9 58.15 –0.19 .4967
AcquirersFund ZIG .2 27.40 –0.19 .0414 DimenIntlCore DFAI .7 29.36 –0.29 .0801 FidelityMSCIFinls FNCL 1.6 53.99 ... .222 GlbXMSCIChinaCm CHIC 1.5 26.00 –0.45 .3097 InvscDynFood&Bev PBJ 1.1 42.30 +0.35 .1212 iShMSCIIntlDev IDEV 1.8 67.85 –0.71 .6618
AcruenceActUS XVOL ... 20.06 –0.24 ... DimenUSCore DFAU .6 29.55 –0.39 .0508 FidelityMSCIHlthCr FHLC 1.3 61.32 –0.57 .201 GlXMSCIChinaCnsDisc CHIQ .1 31.02 –1.86 .0224 InvscDynLCGrw PWB .1 68.97 –1.80 .0183 iShCoreMSCIPacific IPAC 1.6 66.48 –1.69 .5006
AdaptiveGrwOpps AGOX ... 25.26 ... ... DirexAuspiceBroad COM ... 29.79 –0.88 ... FidelityMSCIIndls FIDU 1.0 55.17 –0.48 .154 GlbXMSCIChCS CHIS .7 32.64 +0.71 .1214 InvscDynLCValue PWV 2.1 45.59 –0.09 .1944 iShModAllocation AOM 1.8 44.40 –0.37 .1125
AdasinaSocJust JSTC ... 16.95 –0.24 ... DirexConCnsmr CCON .1 56.10 –2.23 .0478 FidelityMSCIIT FTEC .7 107.55 –2.52 .198 GlbXMSCIChinaEner CHIE 3.3 10.14 –0.08 .2018 InvscDynLeisure PEJ .7 44.16 –0.54 .0201 iShCoreS&P500 IVV 1.4 418.17 –5.56 1.3111
AdvShAlphaDNA SENT ... 26.21 –0.68 ... DirexAeroBl3 DFEN .1 22.32 –1.15 .0128 FidelityMSCIMatls FMAT 1.3 49.22 –0.05 .163 GlbXMSCIChinaFinl CHIX 2.1 16.12 +0.17 .3032 InvscDynMarket PWC .7 120.86 –3.00 .0738 iShCoreS&P MC IJH 1.0 271.64 –4.74 .6672
AdvShDorseyADR AADR .1 64.75 –1.92 .0667 DirexBrazilBull2X BRZU .6 113.05 –3.31 .3222 FidelityRealEst FREL 3.0 29.06 –0.39 .192 GlbXMSCIChinaHC CHIH .1 30.43 +1.52 .0171 InvscDynMedia PBS .5 51.33 –0.73 .0993 iShCoreS&P SC IJR .9 111.23 –1.58 .2656
AdvShDbLineVal DBLV 1.1 97.12 +0.08 1.0248 DirexCSIChinaInt CWEB ... 44.57 –5.35 ... FidelityMSCIUtils FUTY 2.9 42.63 –0.12 .32 GlbXMSCIChinaIndls CHII 1.4 16.52 –0.11 .1807 InvscDynNetwkg PXQ .2 82.11 –2.00 .0039 iShS&PTotlUSStkMkt ITOT 1.3 95.58 –1.39 .2964
AdvShFocusedEqu CWS .3 46.82 –0.48 .1195 DirexCSI300CnA CHAD ... 16.98 –0.44 ... FidelityMomFactor FDMO .7 45.97 –1.02 .056 GlbXMSCIChinaIT CHIK .4 29.27 –0.21 .0133 InvscDynOil&GasSv PXJ 3.7 3.81 ... .0613 iShCore10+YUSDBd ILTB 3.2 69.31 –0.70 .1801
AdvShFolioBey FWDB 1.8 25.89 –0.09 .0288 DirexCSI300CnABl2 CHAU .0 41.90 +1.82 .0088 FidelityQualFactor FQAL 1.3 47.93 –0.42 .166 GlbXMSCIChLC50 CHIL 1.0 37.42 –0.97 .2426 InvscDynPharm PJP .7 79.88 +1.24 .1526 iShCoreUSAggBd AGG 2.0 114.30 –0.31 .1726
AdvShHotel BEDZ ... 24.77 –0.44 ... DirexCloudBr2 CLDS ... 26.72 +1.00 ... FidelitySmallMid FSMD 1.1 34.03 –0.42 .08 GlbXMSCIChinaMatls CHIM 1.5 24.94 –1.34 .2116 InvscDynSemicon PSI .2 113.86 –5.88 .0238 iShCoreUS REIT USRT 2.5 55.65 –0.75 .3357
AdvShNewfleet MINC 2.0 48.86 +0.01 .062 DirexCloudBl2 CLDL ... 20.08 –0.84 ... FidelityTotalBdETF FBND 2.1 52.86 –0.11 .089 GlbXMSCIChRlEst CHIR 4.6 16.20 –0.41 .4816 InvscDynSoftware PSJ ... 153.25 –5.19 ... iShCurrHdgNikk400 HJPX 1.2 34.12 –0.66 .2122
AdvShPureCannab YOLO 1.1 19.63 –1.75 .0373 DirexCnsDiscBl3 WANT ... 58.06 –7.74 ... FidelityUSMulti FLRG 3.1 24.07 –0.24 .06 GlbXMSCIChUtil CHIU 2.4 16.44 –0.13 .2499 InvscEMSovDebt PCY 4.4 27.50 –0.17 .1059 iShCurHdgMSCIUS HAWX 1.8 31.92 –0.40 .2741
AdvShPureUSCan MSOS ... 40.60 –1.95 ... DirexDJBear3X WEBS ... 22.43 +0.66 ... FidelityValFactor FVAL 1.3 47.82 –0.47 .159 GlbXMSCIColombia GXG 3.7 28.56 +0.92 .5848 InvscFinlPfd PGF 4.9 18.80 –0.20 .0763 iShCurrHdgMSCICda HEWC 4.6 30.79 –0.03 .3409
AdvShQDynGrw QPX ... 25.96 –0.60 ... DirexDJBull3X WEBL ... 62.88 –3.51 ... FieldUVAUnconMed FFIU 2.5 26.04 –0.15 .0525 GlbX MSCIGreece GREK 2.3 29.20 +0.46 .5346 InvscFTSEDvMktxUS PXF 1.8 48.96 –0.17 .2967 iShCurHdgMSCIEAFE HSCZ 1.3 35.53 –0.67 .2058
AdvShQPtfBlend QPT ... 24.22 –0.48 ... DirexEM Bear3 EDZ ... 8.76 +0.78 ... FinSelSectorSPDR XLF ... 37.88 +0.10 ... GlbXMSCINextEm EMFM 2.5 20.15 –0.11 .2584 InvscDevMktxUSSM PDN 1.5 38.34 –0.66 .162 iShCurHdMSCIEurozn HEZU 2.0 35.67 +0.01 .473
AdvShRangerEqBear HDGE ... 24.69 +0.37 ... DirexEM Bull3 EDC .1 94.88 –10.07 .0801 FTActiveFactorLC AFLG 1.1 25.07 –0.29 .0399 GlbXMSCINigeria NGE 6.4 11.93 –0.08 .7676 InvscFTSERAFIEM PXH 2.4 22.94 –0.53 .0248 iShCurrHdMSCIJapan HEWJ 1.1 37.61 –0.89 .1236
AdvShRestaurant EATZ ... 24.71 –0.58 ... DirexEnergyBr2 ERY ... 14.94 ... ... FTActiveFactorMC AFMC .8 25.45 –0.41 .10 GlbX MSCINorway NORW 1.8 14.60 –0.30 .1339 InvscFTSEUS1000 PRF 1.6 161.75 –0.84 .6701 iShCurHdgMSCIMex HEWW 1.1 17.42 –0.02 .1332
AdvShStrGlbBW VEGA .3 38.78 –0.28 .1047 DirexEnergyBl2 ERX 1.7 27.79 –0.24 .1219 FTActiveFactorSC AFSM .5 25.72 –0.03 .06 GlbXMSCIPakistan PAK 2.4 30.49 +0.05 .4759 InvscFundHYCpBd PHB 3.8 19.44 –0.01 .0568 iShCurrHdgMSCIUK HEWU 2.5 22.98 –0.13 .2362
AdvShSageCore HOLD 1.0 98.73 –0.01 .045 DirexChinaBr3 YANG ... 15.75 +1.60 ... FT ConsDscAlpDx FXD .2 60.08 –1.68 .0457 GlbXMSCIPortugal PGAL 2.2 12.00 +0.04 .0653 InvscFundInvCpBd PFIG 2.4 26.84 –0.09 .0507 iShCybersecurity IHAK .4 39.22 –0.26 .0105
AdvShViceETF VICE 1.1 34.56 –0.75 .3669 DirexChinaBl3 YINN 1.0 16.22 –2.14 .0454 FT ConsStaples FXG 1.2 60.04 –0.07 .208 GlbXISuperDivEM SDEM 5.5 12.24 –0.16 .0555 InvscGlbClnEner PBD .5 27.37 –1.24 .0204 iShUSBasicMaterial IYM 1.2 139.45 +0.13 .4207
AGFiQ GlbInfr GLIF 2.3 26.60 –0.11 .0259 DirexFTSEEurBull3x EURL .1 36.28 –0.42 .051 FT DJ GlbSelDiv FGD 3.6 27.10 +0.16 .1074 GlXS&P500CCGrw XYLG 5.0 29.65 –0.21 .1127 InvscGlblPrvEqu PSP 3.3 15.46 –0.31 .0884 iShUSConsumerSvcs IYC .6 76.16 –1.49 .0858
AGFiQHdgDivIncm DIVA 1.7 24.88 +0.04 .0269 DirexFinlBear3 FAZ ... 25.01 –0.36 ... FT DJ Internet FDN ... 216.32 –3.27 ... GlbXS&P500Cv XYLD 9.1 48.06 –0.29 .3611 InvscGlbShrtHYBd PGHY 5.4 22.17 +0.01 .0948 iShUSConsumerGoods IYK 1.3 179.06 –4.47 .5198
AGFiQ US NeutAB BTAL ... 16.84 +0.20 ... DirexFinlBull3 FAS .2 121.64 +0.21 .1286 FT Dow30EW EDOW 1.5 30.63 –0.28 .1154 GlbXS&P500QualDiv QDIV 2.5 31.75 +0.08 .067 InvscIndia PIN ... 24.70 –0.17 ... iShUSFinlServices IYG 1.3 187.72 –0.36 .5463
AlerianEnergyInfr ENFR 5.9 19.11 +0.09 .239 DirexGoldMinBr2 DUST ... 15.89 –0.46 ... FT EIP Carbon ECLN 1.7 23.44 –0.15 .0776 GlbXSilverMiners SIL 1.9 45.38 –0.21 .7347 InvscIntlCpBd PICB 1.1 29.52 –0.08 .025 iShUSHealthcare IYH 1.1 264.86 –1.80 .6606
AlerianMLPETF AMLP 8.2 34.56 +0.19 .68 DirexGoldMinBl2 NUGT ... 73.08 +1.67 ... FT EnergyAlpDx FXN 3.1 10.66 –0.03 .0646 GlblXSuperDividend SDIV 6.7 14.17 –0.15 .088 InvscInvGradeDef IIGD 1.4 26.72 –0.02 .0257 iShUSRealEstate IYR 2.1 97.33 –1.26 .4439
AlgerMC40 FRTY ... 19.01 –0.58 ... DirexHlthcrBull3 CURE .0 97.83 –1.67 .0061 FT EqCompRiskMgr ERM 1.0 25.03 –0.17 .0314 GlbXSuperDivUS DIV 5.9 20.14 +0.01 .0885 InvscInvGradeValue IIGV 2.2 27.19 –0.07 .0439 iShUSUtilities IDU 2.8 81.71 –0.18 .5505
Alger35 ATFV ... 18.89 –0.54 ... DirexHmbldrBull3 NAIL ... 91.66 –19.07 ... FT EqCompTactical TERM 1.0 21.88 –0.14 .0257 GlbXSuperIncPfd SPFF 5.7 11.84 –0.06 .0565 InvscMSCIGrnBldg GBLD ... 25.02 –0.55 ... iShUS Energy IYE 2.9 28.63 –0.09 .1173
AllianzUSLCBf10A AZAA .0 27.38 –0.17 1.2218 DirexIndlsBl3 DUSL .1 46.57 –1.08 .0062 FT DJ SelMicro FDM 1.2 60.09 –0.47 .0868 GlbX US Pfd PFFD 5.2 25.45 –0.27 .109 InvscMSCISusFut ERTH .3 70.68 –2.39 .1023 iShUS Finls IYF 1.3 81.88 –0.35 .2607
AllianzUSLCBf10J AZAJ ... 26.73 –0.13 ... DirexJrGoldMinBr2 JDST ... 9.06 +0.06 ... FT FTSE DevRE FFR .7 49.20 –0.59 .321 GlbX Uranium URA 1.2 21.22 –0.99 .1032 InvscMSCIGlbTimb CUT 1.4 39.45 –0.62 .5533 iShUSHealthcarePrv IHF .5 267.33 –5.30 .4203
AllianzUSLCBf10J AZAL .0 27.75 +0.02 1.0329 DirexJrGoldMinBl2 JNUG .3 98.83 –1.98 .3359 FT FinlsAlpDx FXO 1.9 45.65 –0.05 .1632 GlbXVarPfd PFFV 5.2 27.61 –0.22 .1205 InvscNatAMTFrMuni PZA 2.4 27.09 –0.02 .0534 iShUSInsurance IAK 1.8 82.04 –0.16 .5817
AllianzUSLCB10O AZAO ... 28.17 –0.07 ... DirexLatAmBl2X LBJ .5 80.73 +0.11 .105 FT GlbEngg FLM 1.3 57.94 –1.43 .2507 GSAccessHYCorpBd GHYB 4.5 49.90 –0.02 .19 InvscNYAMTFrMuni PZT 2.5 26.17 +0.06 .0508 iShUSOilEquip&Svcs IEZ 1.3 15.24 +0.07 .0803
AllianzUSLCBf20A AZBA .0 26.18 –0.07 .6989 DirexIndiaBull2 INDL ... 47.47 –0.51 ... FT GlbWindEner FAN 1.0 21.00 –0.48 .0519 GSAccessIGCpBd GIGB 2.5 53.69 –0.22 .1036 InvscPreferred PGX 5.5 14.98 –0.14 .0614 iShUSPharmaceuticl IHE 1.2 184.64 +3.54 .6348
AllianzUSLCBf20J AZBJ ... 25.96 –0.04 ... DirexMexicoBl3 MEXX .1 78.71 +0.53 .0193 FT HlthCareAlpha FXH ... 113.20 –1.21 ... GS IGCorp1-5YBd GSIG .9 50.31 –0.01 .0399 InvscRayJamesSB1 RYJ .2 60.30 –1.00 .1427 iShUSRegionalBanks IAT 2.0 62.45 +0.41 .1848
AllianzUSLCBf20J AZBL .0 26.44 ... .584 DirexMcBull3 MIDU .0 63.45 –3.78 .0119 FTHorizonMgdVolDev HDMV 1.5 32.10 –0.18 .0378 GSTreasury0-1Y GBIL .4 100.12 ... .3097 InvscRuss1000EW EQAL 1.5 45.17 –0.43 .1954 iShUSMedDevices IHI .2 340.11 –7.88 .0221
AllianzUSLCB10 AZBO ... 26.64 +0.01 ... DirexPharmBl3X PILL ... 20.61 +0.81 ... FTHorizonMgdVolDom HUSV 1.3 31.99 –0.09 .1192 GSAccUSAggBd GCOR .8 48.49 –0.23 .0375 InvscS&PEMLowVol EELV 2.4 23.96 –0.89 .1611 iShAdvTotUSDBd EUSB 1.1 49.28 –0.15 .0476
AltMergerArb ARB .0 25.70 +0.02 .726 DirexRealEstBr3 DRV ... 6.35 +0.18 ... FTHorizMgdVolSM HSMV .7 32.84 –0.30 .0199 GSActiveBetaEM GEM 1.6 39.57 –1.24 .2245 InvscS&PEMMom EEMO .4 18.38 –1.05 .0686 iShESGUSAggBd EAGG 1.3 54.77 –0.16 .0487
AmCentDivrsCpBd KORP 2.8 52.20 –0.03 .0797 DirexRealEstBl3 DRN .7 18.49 –0.85 .0422 FT Chindia FNI .3 58.33 –2.41 .1182 GSActiveBetaEurope GSEU 1.8 36.78 –0.05 .1992 InvscS&P500BuyWr PBP 1.1 21.91 –0.02 .0293 iShEM Dividend DVYE 4.8 39.92 –0.75 .3003
AmCentDivrsMuni TAXF 2.1 55.12 –0.07 .0687 DirexRgBanksBull3X DPST .4 278.64 +2.94 .4256 FT IndlsAlpDx FXR .6 60.34 –0.75 .064 GSActiveBetaIntlEq GSIE 1.6 34.73 –0.39 .1227 InvscS&P500Down PHDG .6 35.60 +0.08 .0547 iShEuropeETF IEV 1.6 54.20 –0.08 .3478
AmCentLowVol LVOL .8 43.27 –0.32 .0883 DirexRetailBull3 RETL .0 217.89 –16.50 .028 FTInstPfdSecs FPEI 4.6 20.53 –0.03 .0753 GSActiveBetaJapan GSJY 1.2 36.88 –1.09 .2917 InvscS&P500EnhVal SPVU 2.1 43.59 –0.11 .2474 iShExpTech IGM .3 368.08 –8.72 .2137
AmCentMCGrw MID ... 48.53 –1.17 ... DirexRobAI2X UBOT 7.2 38.76 –3.48 3.6172 FT LgDurOpps LGOV 2.9 27.25 –0.12 .08 GSActiveBetaUSLC GSLC 1.1 82.65 –1.12 .2267 InvscS&P500EWCm EWCO .9 38.59 –0.37 .0962 iShFocusedValue FOVL 2.0 57.80 +0.01 .2944
AmCentQulDivIn QINT 1.5 52.11 –0.77 .4369 DirexRussiaBl2 RUSL 1.3 26.34 –0.40 .3535 FT Long/Short FTLS .3 47.38 –0.57 .1252 GS Active US SC GSSC .7 63.05 –1.13 .113 InvsS&P500EWCD RCD .4 147.76 –4.19 .1254 iShGenomicsImm IDNA .3 45.12 –0.42 .0362
AmCentStoxxUSQ QGRO .2 65.28 –1.67 .0493 DirexS&P500Br3 SPXS ... 26.58 +0.87 ... FT MgdFutures FMF .0 49.29 +0.13 .0074 GSHedgeIndVIP GVIP .0 95.58 –1.65 .0005 InvscS&P500CnStp RHS 2.0 164.66 +0.27 .8608 iShGlblComm IXP .8 83.82 –1.72 .4087
May 17, 2021 BARRON’S M25

Exchange-Traded Portfolios
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.
iShGlobal100 IOO 1.3 69.64 –0.61 .4328 iShVirtualWork IWFH .4 26.69 –1.06 .0538 PacerData&Infr SRVR 1.4 37.52 –0.33 .1254 RivFrDynUSDiv RFDA 1.4 42.49 –0.38 .0375 SimplUSConvex SPYC .7 30.04 –0.55 .1079 VangdGrowth VUG .6 264.95 –6.13 .3809
iShGlobalREITETF REET 2.3 26.92 –0.40 .2353 iShYdOptimizedBd BYLD 2.8 25.06 –0.11 .0509 PacerIndRealEst INDS 1.6 41.36 –0.49 .164 RivFrDynUSFlex RFFC 1.1 42.91 –0.70 .0041 SimplUSPlusDown SPD .8 29.56 –0.41 .1162 VangdHlthCr VHT 1.2 237.86 –2.29 .635
iShGoldTr IAU ... 17.56 +0.11 ... iSh0-5YHYCorpBd SHYG 5.0 45.78 –0.03 .1837 PacerCFRAStovall SZNE .7 37.74 –0.15 .0444 RivFrDynUnconInc RFUN 4.0 25.80 –0.05 .0822 SimplUSPlusUp SPUC 1.3 30.39 –0.61 .2029 VangdHiDiv VYM 2.8 107.42 –0.01 .6564
iShiBoxx$InvGrCpBd LQD 2.6 131.05 –0.70 .2552 iSh0-3MTreaBd SGOV .1 100.03 ... .0036 PacerFTSECnA50 AFTY 1.5 23.07 +0.49 .3398 RivFrStratIncm RIGS 3.0 24.75 ... .0542 SimplifyVolPrem SVOL ... 25.75 ... ... VangdIndls VIS 1.1 200.19 –1.55 .5055
iShiBdsDec2030Cp IBDV 1.9 25.00 –0.08 .0428 JPM AlerianMLP AMJ 7.2 19.27 +0.77 .3102 PaceriPathGold GBUG ... 30.10 +0.19 ... RoundAcqDpVal DEEP 1.3 36.33 –0.20 .0733 SimplifyVoltCloud VCLO ... 10.22 +0.01 ... VangdIntermBd BIV 2.1 89.16 –0.27 .1435
iShiBdsDec2028Cp IBDT 2.7 28.52 –0.08 .0586 JanusHendersonAAA JAAA 1.3 50.44 +0.01 .0508 PacerLuntLCAlt ALTL 1.3 41.53 –0.20 .175 RoundBitEsports NERD .3 29.99 –1.88 .3167 SimplifyVoltFin VFIN ... 8.93 –0.66 ... VangdLC VV 1.3 194.04 –2.64 .6053
iShiBondsDec2025Cp IBDQ 2.2 27.01 –0.03 .0434 JanusHendMtg JMBS 2.4 53.16 –0.16 .052 PacerLuntLCMultAlt PALC .9 38.38 –0.23 .0558 RoundhillMVP MVP ... 14.54 +0.04 ... SimplifyVoltPop VPOP ... 10.55 –0.35 ... VangdLT Bond BLV 3.2 98.59 –1.19 .2441
iShiBondsDec2024Cp IBDP 2.3 26.44 –0.01 .0418 JanusHenShrtDur VNLA .9 50.18 –0.01 .0421 PacerLuntMCMult PAMC .4 37.94 –0.28 .0068 RoundSportsBet BETZ .2 29.74 –1.78 .0714 SimplifyVoltRobo VCAR ... 10.37 –0.75 ... VangdMegaCap MGC 1.3 147.11 –2.09 .4339
iShiBdsDec2029Cp IBDU 2.4 26.38 –0.07 .0504 HancockCorpBd JHCB 2.0 25.38 –0.10 .0416 PacerMilitEmp VETS 1.3 38.85 –0.96 .135 RoundStreamSvs SUBZ ... 11.39 –0.54 ... 6MeridianHdg SIXH 1.7 29.34 –0.21 .0213 VangdMegaGrwth MGK .6 214.38 –5.04 .2695
iShiBondsDec2021Cp IBDM 1.9 24.80 +0.01 .0258 HancockConsDisc JHMC .5 51.01 –1.51 .1012 PacerTrendFd TRND .6 29.80 –0.28 .169 SPAC&NewIssueETF SPCX ... 28.42 –0.19 ... 6MeridianLowBeta SIXL .6 33.71 –0.25 .0036 VangdMegaVal MGV 2.1 101.32 –0.29 .4939
iShiBdsDec2021Muni IBMJ 1.3 25.65 –0.02 .0222 HancockConsStpl JHMS 2.1 35.43 +0.02 .3822 PacerTrendpilot PTIN .7 28.69 –0.30 .203 SPDRBlackSrLoan SRLN 4.7 45.86 +0.05 .17 6MeridianMega SIXA 1.6 33.49 –0.35 .026 VangdMC VO 1.3 229.80 –3.11 .6311
iShiBondsDec2027Cp IBDS 2.5 26.98 –0.03 .05 HancockDevIntl JHMD 1.7 33.97 –0.31 .3497 PacerTrendUSBd PTBD 2.7 27.48 –0.06 .1859 SPDRBloomBarCvSecs CWB 2.3 81.32 –1.90 .045 6MeriQualGrwth SXQG ... 24.29 ... ... VangdMCGrowth VOT .5 216.58 –4.03 .1795
iShiBondsDec2026Cp IBDR 2.4 26.58 –0.02 .0501 HancockMultEM JHEM 1.6 30.67 –1.00 .3081 PacerUSCashCows BUL .5 35.89 –0.80 .0234 SPDRBBCpBd SPBO 2.7 34.68 –0.16 .071 6MeridianSC SIXS .6 47.98 +0.22 .05 VangdMC Val VOE 1.8 143.76 –1.10 .5525
iShiBondsDec2023Cp IBDO 2.2 26.09 ... .0403 HancockEnergy JHME 2.4 20.81 –0.04 .2876 PacerUSExportLead PEXL .4 39.85 –0.92 .0145 SPDRBloomBarEMLoBd EBND 3.6 26.70 –0.04 .0769 SmartAdvertising MRAD ... 24.46 –1.70 ... VangdRealEst VNQ 3.3 97.08 –1.36 .5264
iShiBondsDec2022Cp IBDN 2.1 25.43 +0.02 .037 HancockMultFinls JHMF 1.4 51.70 –0.15 .3737 PacificGlbFocusHY FJNK 4.1 25.57 –0.09 .091 SPDRBBEMUSDBd EMHC 2.9 30.46 –0.10 .0736 SmartApacDiv ADIV ... 18.34 –0.46 ... VangdS&P500ETF VOO 1.4 382.95 –5.08 1.2625
iShiBdsDec2022Muni IBMK 1.3 26.30 ... .0258 HancockHealthcare JHMH 2.4 46.34 –0.48 .643 PacificGlbSrLoan FLRT 3.2 48.90 +0.09 .1191 SPDR BlmBarcHYBd JNK 4.8 108.82 –0.20 .3812 SmartDivBldr DIVS ... 25.32 +0.05 ... VangdS&P500 Grw VOOG .8 244.88 –5.17 .3425
iShiBdsMar23CpxFin IBCE 2.3 24.85 –0.02 .0407 HancockIndustrials JHMI .8 52.56 –0.66 .2242 PrincipalActIncm YLD 4.0 41.37 –0.25 .1325 SPDRBloomBarInCpBd IBND .4 36.85 –0.25 .011 SmartTransport MOTO .2 43.44 –1.35 1.02 VangdS&P500Val VOOV 2.0 144.95 –0.73 .5563
iShiBdsMar2023Cp IBDD 2.3 27.15 +0.03 .0456 HancockLC JHML 1.4 53.47 –0.69 .3917 PrincInvGrdCp IG 3.0 26.24 –0.10 .0443 SPDRBlmBarIntTrBd BWX .9 29.69 –0.23 .0209 SoFiNext500 SFYX 1.0 13.70 –0.34 .0881 VangdS&PMC400 IVOO 1.1 183.93 –3.11 .3183
iShiBoxx$HYCpBd HYG 4.6 87.21 –0.12 .2939 HancockMatls JHMA 1.2 50.05 +0.02 .3408 PrincipalSpectPfd PREF 4.2 20.53 –0.03 .0712 SPDRBlmBarInvGrdFR FLRN .7 30.65 +0.03 .0107 SoFiSelect500 SFY 1.1 15.08 –0.26 .083 VangdS&P400Grwth IVOG .7 196.85 –5.13 1.3201
iShIntRtHdgCorpBd LQDH 2.0 95.60 –0.29 .1392 HancockMultMedia JHCS .7 38.19 –0.56 .1513 PrincipalTaxAdv PQDI 5.0 21.36 –0.10 .0879 SPDRBloomBarc1-10Y TIPX 1.7 21.24 ... .0742 SoFiSocial50 SFYF .4 29.01 –0.51 .0321 VangdS&P400Val IVOV 1.9 167.07 –1.63 3.1834
iShIntRateHdgEM EMBH 2.5 24.06 –0.04 .0444 HancockMC JHMM .9 51.47 –0.75 .2464 PrincUltShtAct USI 1.8 24.74 ... .0258 SPDRBloomBar1-3MTB BIL .0 91.48 –0.01 .0033 SoFiWeeklyDiv WKLY ... 49.92 ... ... VangdS&P600 VIOO .9 203.80 –2.87 1.8256
iShIntRtHdgHiYdBd HYGH 3.8 87.42 –0.08 .2778 HancockMultiSC JHSC 1.0 34.91 –0.72 .216 ProShDJBrkGlIn TOLZ 2.7 46.49 +0.09 .2131 SPDRBloomBarSTHYBd SJNK 4.8 27.33 –0.02 .0897 SoFiWeeklyIncm TGIF 1.5 105.42 –0.23 .05 VangdS&P600Grwth VIOG .5 221.16 –4.78 .1556
iShIntRtLTCpBd IGBH 2.1 25.22 –0.14 .0425 HancockTech JHMT .9 81.72 –1.83 .2668 ProShDecRetail EMTY ... 16.28 +0.24 ... SPDRBloomBarSTInTr BWZ .0 32.33 –0.10 .0021 SonicAirlines TRYP ... 5.25 ... ... VangdS&P600Val VIOV 1.2 182.44 –1.49 .4452
iShJPM EM LC Bd LEMB ... 44.03 –0.05 ... HancockUtils JHMU 3.0 33.25 +0.04 .5421 ProShHdgReplic HDG ... 51.52 –0.65 ... SPDR 3-12MT-Bill BILS ... 100.08 ... ... SoundEnhFixed SDEF 1.0 20.60 –0.29 .2039 VangdST Bond BSV 1.5 82.31 –0.05 .0844
iShJPX-Nikkei400 JPXN 1.3 71.81 –2.16 .4947 JPMBeta US MC BBMC .7 87.24 –1.62 .0838 ProShInflationExp RINF .6 30.66 +0.77 .0103 SPDRBlSASBCpBd RBND 1.8 24.43 –0.12 .0417 SoundEquIncm SDEI .7 26.38 ... .1805 VangdSC VB 1.1 219.70 –3.86 .5632
iShLatinAmerica40 ILF 1.8 30.02 –0.02 .2794 JPMBeta US SC BBSC .3 64.66 –1.46 .0271 ProShLgOnline CLIX 1.6 75.11 –4.20 .7962 SPDRDoubleTRTact TOTL 2.8 48.36 –0.08 .1078 SPDR DJRlEst RWX 2.6 36.09 –0.75 .1561 VangdTaxExemptBd VTEB 1.9 54.97 –0.11 .0778
iShACWILowCarbon CRBN 1.3 162.55 –2.66 1.0674 JPMCarbonUS JCTR .6 56.18 –0.74 .1077 ProShMSCITransform ANEW .1 42.50 –1.22 .0183 SPDRDJGlbRealEst RWO 2.7 49.76 –0.79 .1908 SPDR DJREIT RWR 3.4 100.42 –1.53 .7825 VangdTotalStk VTI 1.3 215.54 –3.21 .6716
iShMSCIAustralia EWA 1.8 26.50 –0.26 .2004 JPMCorpBdResearch JIGB 2.8 54.86 –0.22 .1174 ProShOnlRetail ONLN 1.3 72.85 –4.66 .5695 SPDRIntGovBd WIP 2.2 56.77 –0.22 .1783 SPDR DJIA Tr DIA 1.6 344.26 –3.62 .112 VangdTotlWrld VT 1.5 101.29 –1.58 .2531
iShMSCIAustria EWO .8 24.74 +0.65 .1941 JPM DivRetEM JPEM 2.6 58.34 –0.89 .1499 ProShRAFI L/S RALS 1.4 33.24 +0.29 .1096 SPDRFactSetInnTech XITK .1 195.53 –5.61 .1274 SPDR EurSTOXX FEZ 1.7 48.00 –0.01 .02 VangdUtilities VPU 3.1 144.08 –0.43 .9581
iShMSCIBRICETF BKF 1.0 51.89 –1.33 .383 JPM DivRetIntlEq JPIN 2.3 63.01 –0.89 .1586 ProShS&P500Bd SPXB 2.4 89.55 –0.70 .1536 SPDRGlobalDow DGT 1.8 112.31 –0.36 .4768 SPDR MSCI exUS CWI 1.9 30.02 –0.40 .2741 VangdValue VTV 2.1 140.16 –0.45 .7062
iShMSCIBelgium EWK 1.4 22.48 +0.24 .175 JPM DivRetUS Eq JPUS 1.6 96.83 –0.75 .2916 ProShS&P500xEner SPXE 1.0 90.28 –1.18 .198 SPDRGoldMini GLDM ... 18.35 +0.13 ... SpdrSPIntDiv DWX 3.3 39.98 –0.27 .1459 VesperUSLCShort UTRN 1.0 33.29 –0.58 2.3583
iShMSCIBrazil EWZ 1.7 37.49 –0.52 .2763 JPM Div US MC JPME 1.3 88.00 –0.90 .2206 ProShS&P500xFin SPXN 1.0 87.55 –1.42 .2109 SPDR Gold GLD ... 172.69 +1.10 ... SPDR S&PMdCpTr MDY .9 496.27 –8.54 .8644 VicShUSAACrIntBd UITB 2.1 53.22 –0.18 .079
iShMSCICanadaETF EWC 1.7 36.84 +0.03 .3853 JPM Div US SC JPSE 1.1 43.43 –0.63 .0697 ProShS&P500xHlth SPXV 1.3 87.84 –1.30 .2113 SPDR ICE Pfd PSK 5.2 43.17 –0.40 .18 SPDR S&P 500 SPY 1.3 416.58 –5.54 1.2778 VicSh USAAShtBd USTB 1.8 51.82 –0.09 .0582
iShMSCIChinaSC ECNS 3.3 53.32 –1.48 1.1813 JPMEquityPrem JEPI 7.6 59.94 +0.03 .3737 ProShS&P500xTech SPXT 1.4 73.48 –0.75 .1932 SPDRACWILowCarbon LOWC 1.5 124.58 –1.75 1.0345 SPDR S&P Biotch XBI .3 126.92 –0.82 .04 VicShUSAA EMVal UEVM 2.4 49.98 –1.68 .136
iShMSCIColombia ICOL 3.3 10.20 +0.35 .1835 JPM IntlGrwth JIG .0 73.63 –1.97 .0305 ProShShtBasicMat SBM ... 9.81 –0.01 ... SPDREAFEFossilFr EFAX 1.6 84.22 –0.92 .6562 SPDR SP China GXC 1.1 126.19 –3.57 .7905 VicShUSAA IntlVal UIVM 2.0 49.67 –0.76 .1457
iShMSCI EAFE EFA 2.0 79.56 –0.85 .6945 JPMShDurCore JSCP 1.1 50.27 –0.01 .0548 ProShShtDow30 DOG ... 34.32 +0.32 ... SPDRMSCIEAFEStrat QEFA 1.7 75.60 –0.49 .739 SPDR S&P Div SDY 2.5 126.57 –0.44 .8087 VicSh USA SC Val USVM 1.1 69.66 –1.20 .0146
iShMSCIEmgMarkets EEM 1.4 52.95 –1.74 .5189 JPMUSAggregateBd JAGG 1.5 53.93 –0.20 .0457 ProShShortEuro EUFX ... 42.16 +0.10 ... SPDREMFossilFuelFr EEMX 1.4 78.99 –2.46 .3338 SPDR SP EmAsPac GMF 1.3 128.47 –4.69 1.1135 VicShUSAA USAVal ULVM 1.3 65.11 –0.56 .0434
iSh MSCI EM SC EEMS 1.9 58.74 –1.94 .047 JPMUSDEMSovBd JPMB 4.5 49.41 –0.24 .1823 ProShShXinhuaCh25 YXI ... 14.85 +0.52 ... SPDRMSCIEMStrat QEMM 2.4 68.30 –1.30 1.1371 SPDR S&P Home XHB .6 75.98 –3.40 .1172 VidentUSBdStrat VBND 1.8 50.90 –0.14 .0787
iShMSCIFranceETF EWQ .9 38.36 +0.09 .1632 JPM US Dividend JDIV 3.4 33.10 –0.15 .0923 ProShShtFinls SEF ... 12.80 +0.03 ... SPDRMSCIUSAStrat QUS 1.5 117.06 –0.91 1.0337 SPDR IntlSC GWX 1.6 38.44 –0.93 .2884 VidentCoreUSEquity VUSE 1.0 44.64 –0.28 .0789
iShMSCIFrontier FM 2.6 31.83 +0.45 .1874 JPMUSMinimumVol JMIN 2.4 35.34 –0.10 .0777 ProShShortHY SJB ... 18.25 +0.01 ... SPDRMSCIWorldStrat QWLD 1.6 102.47 –0.66 .7846 SPDR S&P MtlMng XME .7 45.09 –0.65 .077 VidentIntlEquityFd VIDI 2.3 28.31 –0.60 .0569
iShMSCIGermanyETF EWG 1.2 35.42 –0.06 .3869 JPM US Moment JMOM .8 40.44 –0.79 .0557 ProShShMSCI EAFE EFZ ... 18.48 +0.16 ... SPDR NYSE Tech XNTK .3 140.89 –5.70 .1839 SPDRS&POilGasExpl XOP 1.6 86.36 –0.29 .3607 VirtusInfrUSPfd PFFA 7.6 24.35 –0.24 .16
iShMSCIGlblAgriPrd VEGI 1.3 42.22 –0.62 .2919 JPM USQualFactor JQUA 1.4 39.46 –0.49 .137 ProShShtMSCI EM EUM ... 12.31 +0.38 ... SPDRNuvBBHYMuni HYMB 3.4 59.97 +0.17 .166 SPDR S&P Pharm XPH .5 49.36 +0.68 .0725 VirtusLifeSciBio BBC ... 46.10 –0.80 ...
iShMSCIGloblEnProd FILL 3.1 16.85 +0.01 .2818 JPM US Value JVAL 1.6 36.30 –0.48 .0377 ProShShtMC400 MYY ... 24.38 +0.36 ... SPDRNuveenMuniBd TFI 1.9 51.95 –0.07 .0804 SPDR S&P Retail XRT .7 93.42 –1.77 .1567 VirtusLifeSciBio BBP ... 52.56 +0.48 ...
iShMSCIGlbMulti ACWF 1.5 37.64 –0.71 .3228 KFADynFixIncm KDFI 3.9 21.72 –0.05 .0735 ProShShtOil&Gas DDG ... 17.22 +0.02 ... SPDRNuveenSTMuniBd SHM 1.0 49.56 –0.01 .0361 SPDR S&P Semi XSD .2 164.77 –10.01 .0788 VirtusNewABS VABS 2.0 25.01 ... .0445
iShMSCIHongKong EWH 2.3 27.09 –0.59 .2193 KFA LCQualDiv KLCD 2.1 32.90 –0.25 .6756 ProShShortQQQ PSQ ... 13.52 +0.29 ... SPDRPtfAggBd SPAB 2.3 29.75 –0.12 .0533 SprottGoldMiners SGDM .3 30.95 +0.19 .0928 VirtusNewfleetHYBd BLHY 3.7 24.50 –0.14 .0916
iShMSCIIndonesia EIDO 1.6 21.78 –0.37 .1717 KFA MtLucas KMLM ... 29.40 –0.07 ... ProShShtRE REK ... 9.83 +0.08 ... SPDRPtfDevxUS SPDW 1.7 37.01 –0.48 .3247 SprottJrGoldMiners SGDJ 2.0 47.46 –1.19 .9687 VirtusNewMultiBd NFLT 3.5 25.36 +0.03 .0634
iShMSCIIntlMom IMTM .9 38.45 –1.16 .1408 KFA SCQualDiv KSCD 1.3 29.57 +0.04 .3992 ProShShtRus2000 RWM ... 21.87 +0.36 ... SPDRPtfEM SPEM 1.9 43.62 –1.34 .5119 StanceEquityLC STNC ... 25.25 –0.33 ... VirtusPrvCrd VPC 8.4 24.41 –0.34 .37
iShMSCIIntlMulti INTF 1.8 30.37 –0.45 .2207 KFAValLineDynCore KVLE .3 24.74 –0.12 .0731 ProShShrtS&P500 SH ... 15.89 +0.18 ... SPDR PtfEurope SPEU 2.0 42.40 –0.13 .1743 SterlingCapFocus LCG ... 26.86 –0.66 ... VirtusRealAsset VRAI 4.2 26.61 –0.08 .37
iShMSCIIntlQual IQLT 1.5 38.65 –0.40 .2283 KnowldgLdrDevWrld KLDW .6 45.07 –0.70 .2568 ProShSh7-10YrTr TBX ... 24.91 +0.06 ... SPDR PtfHYBd SPHY 5.5 26.57 –0.08 .1151 SyntaxStratLC SSPY 1.2 65.75 –0.53 .9121 VirtusReavesUtil UTES 2.0 42.27 –0.22 .18
iShMSCIIntlSize ISZE 1.3 31.93 –0.48 .2655 KraneBoseraChinaA KBA .6 45.97 +0.85 .2976 ProShShrtSC600 SBB ... 17.60 +0.18 ... SPDRPtfIntermCpBd SPIB 1.9 36.51 –0.03 .0488 SyntaxStratMC SMDY .7 40.61 –0.74 .301 VirtusSeixSrLoan SEIX 3.8 24.87 –0.01 .0669
iShMSCIIntlSC ISCF 2.1 36.56 –0.76 .0459 KraneCCBSChCpHY KCCB 6.6 39.31 –0.07 .1565 ProShSh20+Tr TBF ... 17.84 +0.27 ... SPDR PtfIntTrea SPTI .5 32.31 –0.06 .013 SyntaxStratifiedSC SSLY .4 52.95 –0.65 .1946 VolsharesLC VSL 1.1 42.79 –0.60 .218
iShMSCIIntlValue IVLU 1.8 26.47 –0.09 .2598 KraneCICCCnCnsmr KBUY ... 26.75 +0.38 ... ProShUltBscMtls UYM .3 108.06 –0.86 .0756 SPDRPtfLTCorpBd SPLB 3.2 30.40 –0.31 .082 SyntaxStratUSTM SYUS ... 42.47 +0.08 ... WBIBullBrGlbIncm WBII 3.5 24.71 –0.08 .0631
iShMSCIIreland EIRL .4 58.96 –1.06 .0124 KraneCICCCn5GSemi KFVG ... 23.52 +0.07 ... ProShUltBlmCrude UCO ... 64.10 +0.57 ... SPDRPtfLgTermTrea SPTL 1.8 39.36 –0.60 .0595 TRowePriceBlueChip TCHP ... 29.01 –0.66 ... WBIBullBrQu3000 WBIL .2 30.84 –0.72 .0302
iShMSCIIsrael EIS .2 65.61 –2.44 .1058 KraneCICCChina KFYP 2.7 31.12 –0.49 .8337 ProshUltBlmNatGas BOIL ... 25.08 +0.38 ... SPDR PtfGSM SPGM 1.3 54.47 –0.83 .4474 TRowePriceDivGwth TDVG .8 31.47 –0.30 .0669 WBIBullBrRsInc300 WBIE .0 30.96 –0.21 .0046
iShMSCIItaly EWI 1.5 32.90 +0.17 .2375 KraneCSIChInt KWEB .3 68.41 –3.82 .2214 ProShUltCnsGds UGE .3 87.30 –4.62 .0225 SPDRPtfMtgBkdBd SPMB 2.9 25.88 –0.11 .0557 TRowePriceEqIncm TEQI 1.4 35.63 –0.21 .1205 WBIBullBrTdUS WBIT 2.6 20.24 –0.05 .0795
iShMSCIJapan EWJ 1.0 67.01 –2.05 .2583 KraneEFdChina KCNY 2.3 35.15 –0.18 .0701 ProShUltCnsSvs UCC ... 96.82 –3.98 ... SPDRS&P500Value SPYV 2.1 40.19 –0.24 .2414 TRowePriceGrowth TGRW .0 30.07 –0.69 .0318 WBIBullBrTrdUSTR WBIN .0 17.25 –0.02 .0575
iShMSCIJapanSC SCJ .9 79.81 –2.69 .7019 KraneElcVehicle KARS .1 39.87 –1.43 .0574 ProShUltDow30 DDM .1 71.48 –1.57 .0266 SPDRPtfS&P1500 SPTM 1.3 51.64 –0.74 .1592 TechSelectSector XLK .8 135.98 –3.05 .2731 WBIBullBrVal3000 WBIF .6 32.21 –0.76 .1636
iShMSCIKLD400Soc DSI 1.0 79.93 –1.35 .2218 KraneEMCnsTech KEMQ 2.4 30.55 –2.15 .7438 ProShUlt Euro ULE ... 15.43 –0.07 ... SPDRPtfS&P500 SPLG 1.4 48.97 –0.65 .1732 TeucriumAgriFd TAGS ... 25.25 –1.87 ... WBIBullBrYd3000 WBIG 1.2 26.93 –0.06 .0541
iShMSCIKokusaiETF TOK 1.4 93.02 –0.99 .6846 KraneEMHlthcrIndex KMED .0 35.99 +0.91 .0082 ProShUltFTSEEurope UPV ... 67.87 –0.48 ... SPDRS&P500Growth SPYG .8 58.79 –1.27 .1148 TeucriumCornFd CORN ... 19.92 –2.99 ... WBIPwrFactorHiDiv WBIY 3.3 28.38 +0.08 .1252
iShMSCIMalaysiaETF EWM 2.0 27.37 –0.45 .5447 KraneGlblCarbon KRBN ... 36.94 +3.01 ... ProShXinhuaChina25 XPP ... 64.36 –5.40 ... SPDRS&P500HiDiv SPYD 4.5 41.81 +0.07 .6362 TeucriumSoybeanFd SOYB ... 23.62 –0.44 ... WedETFMGGlbCld IVES .3 45.58 –0.85 .125
iShMSCIMexico EWW 1.3 47.11 +0.06 .1437 KraneChinaHlthCr KURE .0 43.28 +2.88 .0001 ProShUltFinls UYG .3 62.97 –0.54 .0269 SPDRPtfS&P400MC SPMD 1.1 47.75 –0.83 .1264 TeucriumSugarFd CANE ... 8.10 –0.20 ... WedbushVideoGame GAMR .9 92.21 –4.67 .09
iShMSCINetherlands EWN .7 48.23 –1.02 .1303 KraneAllChina KALL 1.0 34.03 –0.68 .3487 ProShUltraGold UGL ... 62.52 +0.68 ... SPDRPtfS&P600SC SPSM 1.0 43.37 –0.59 .1053 TeucriumWheatFd WEAT ... 6.83 –0.53 ... WilshirewShEnhGold WGLD ... 18.47 +0.11 ...
iShMSCIPacificxJp EPP 2.1 52.58 –0.81 .5466 KraneMSCICnClean KGRN .0 37.65 –0.97 .0026 ProShUltHlthCr RXL .1 87.52 –1.31 .0389 SPDRPtfSTCpBd SPSB 1.6 31.32 +0.01 .0296 TimothyHiDiv TPHD 2.0 30.72 –0.10 .0335 WisdTrUSDBull USDU .7 25.05 ... .1726
iShMSCIPeru EPU 1.9 35.38 +2.31 .1829 KraneMSCICnLdrs KESG .0 31.50 –0.78 .1511 ProShUltraHY UJB 2.6 75.78 –0.29 1.7338 SPDRShtTermTrea SPTS .3 30.68 –0.01 .0048 TimothyPlanIntl TPIF 2.0 28.97 –0.40 .0533 WisdTrCBOES&P500 PUTW 1.3 30.64 –0.13 .4086
iShMSCIPhilippines EPHE .8 28.64 –0.50 .0724 KraneEMxChina KEMX 1.6 31.40 –1.12 .498 ProShUltIndls UXI .1 131.35 –3.15 .0104 SPDR PtfTIPS SPIP 2.1 31.07 ... .1393 TimothyUS LMC TPLC .7 34.68 –0.46 .0075 WisdTrChineseYuan CYB .4 27.72 –0.02 .1118
iShMSCIPoland EPOL 1.3 20.89 +0.13 .0987 KraneSh1Belt1Road OBOR 1.8 30.09 –0.60 .5493 ProShUltBrazil UBR ... 34.67 –0.98 ... SPDRRuss1000LowVol ONEV 1.6 105.47 –0.88 .3765 Timothy US SC TPSC .9 33.78 –0.18 .0337 WisdTrEmgCurr CEW .6 18.32 –0.09 .1181
iShMSCIRussia ERUS 3.9 41.77 –0.28 1.2914 KraneSSEStr50 KSTR ... 22.19 +0.36 ... ProShUltMSCIEAFE EFO ... 51.31 –1.06 ... SPDRRuss1000Mom ONEO 1.2 98.56 –1.32 .3523 TortoiseNAPipeline TPYP 4.5 22.33 +0.21 .2474 WisdTrEMxSOE XSOE 1.0 40.06 –1.52 .0269
iShMSCISaudiArabia KSA 1.5 37.41 –0.44 .0942 LCGrowthETN2028 FRLG ... 248.46 –20.04 ... ProShUltMSCIEM EET ... 98.68 –6.95 ... SPDRRuss1000Yd ONEY 2.3 96.57 –0.57 .7473 TrajanWealthIncm TWIO ... 10.27 –0.05 ... WisdTrEM HiDiv DEM 4.1 45.52 –1.17 .1751
iShMSCISingapore EWS 2.5 22.99 –1.23 .3572 LeaderActivLdrs ACTV .1 38.14 –0.33 .0318 ProShrUltraJapan EZJ ... 45.16 –2.81 ... SPDRMomentumTilt MMTM .9 176.02 –3.31 .3601 TransamDeltaS&PEM DMRE .9 57.91 –1.81 .2444 WisdTrEMLocDebt ELD 4.8 33.08 ... .1275
iShMSCISouthAfrica EZA 4.8 50.83 –1.35 1.7712 LeaderAlphaFactor LSAT .3 34.68 –0.36 .0895 ProShUltMC400 MVV .1 65.52 –2.43 .0092 SPDRS&P1500ValTilt VLU 1.7 147.85 –0.87 .7108 TrendAggCon TACE .2 25.65 –0.06 .0435 WisdTrEMMulti EMMF 1.6 26.04 –0.84 .0935
iShMSCISthKorea EWY .7 90.53 –3.07 .6303 LeaderAlphaUSCore LSAF .4 32.86 –0.58 .0188 ProShUltOilGas DIG 1.9 140.20 –1.23 .4341 SPDR S&P500MidGr MDYG .6 76.15 –2.00 .0893 TrendAggDiv TADS .0 29.17 –0.18 2.617 WisdTrEM SC DGS 3.5 52.13 –2.04 .1086
iShMSCISpain EWP 2.3 30.42 +0.32 .0677 LeaderShEqSkew SQEW .7 36.03 –0.73 .2592 ProShUltraQQQ QLD ... 121.92 –6.14 ... SPDR S&P400MidVl MDYV 1.3 70.01 –0.75 .2948 TrendAggGrowth TAAG .0 27.19 –0.43 4.0115 WTEnhCmdStrategyFd GCC ... 22.12 –0.50 ...
iShMSCISweden EWD .8 48.36 –0.10 .2946 LeatherbackL/S LBAY 2.9 25.14 +0.27 .06 ProShrUltraRE URE .6 80.07 –2.00 .3023 SPDRS&P600SmallCap SLY .9 96.32 –1.35 .243 TrueESGActOpps ECOZ .4 35.94 –0.80 .136 WisdTrEuropeHdg HEDJ 2.3 75.50 –0.11 .0797
iShMSCISwitz EWL 1.4 47.19 –0.39 .0226 LeutholdCore LCR .6 30.02 –0.37 .1752 ProShrUltraRus UWM .0 111.13 –4.83 .0033 SPDR S&P600SCpGr SLYG .6 85.85 –1.88 .0844 TrueShLowVol DIVZ 1.0 29.24 +0.37 .0725 WisdTrEuropeHdgSM EUSC 3.0 35.20 +0.04 .0273
iShMSCITaiwan EWT 1.7 58.86 –5.60 .9727 MatlsSelSectorSPDR XLB 1.5 87.91 +0.04 .3275 ProShUltraS&P SSO .1 112.55 –3.14 .0696 SPDR S&P600SCapVal SLYV 1.2 85.87 –0.70 .3448 TrueTechAI LRNZ ... 38.05 –1.14 ... WisdTrEurQualDiv EUDG 1.9 33.79 –0.06 .1933
iShMSCIThailand THD 2.2 79.60 –2.33 .4504 MerlynAIBullBr WIZ .6 34.99 –0.37 .0034 ProShUltSemi USD .1 108.21 –10.46 .0064 SPDR Aero Dfns XAR .7 124.56 –2.30 .6462 UBS FIEnhGlbHY FIHD ... 230.71 –0.09 ... WisdTrEuropeSC DFE 1.7 74.48 –0.83 .1468
iShMSCIUSAESGSelct SUSA 1.1 91.98 –1.42 .2505 MicroSecCannabis MJJ ... 76.22 –3.44 ... ProShrUl7-10Trs UST .5 66.77 –0.42 .0502 SPDRS&PBank KBE 2.1 55.15 +0.22 .32 UBS FIEnhLCGrw FBGX ... 599.79 –24.44 ... WisdTrFRTrea USFR .1 25.11 +0.01 .003
iShMSCIUSAEqWeight EUSA 1.1 82.60 –0.77 .2203 MicroSecCannabis2X MJO ... 91.15 –8.72 ... ProShUltSilver AGQ ... 51.40 –0.23 ... SPDRS&PCapitalMkts KCE 1.7 91.79 –0.63 .33 USCF Midstream UMI ... 28.34 +0.66 ... WisdTrGlbxUSQual DNL 1.7 80.57 –1.80 .3137
iShMSCIUSAMCMult MIDF 1.0 37.11 –0.33 .074 MicroFANG+ETN FNGS ... 27.74 –1.15 ... ProShUltSC600 SAA .0 154.84 –4.85 .0064 SPDREmMktsDiv EDIV 3.0 29.95 –0.87 .0947 USCF SummerDynCom SDCI ... 20.29 –0.54 ... WisdTrGlbxUSREFd DRW 3.0 26.74 –0.68 .0416
iShMSCIUSAMulti LRGF 1.1 42.28 –0.58 .1015 MicroSectFANG+Invr GNAF ... 15.79 +0.58 ... ProShUltTech ROM ... 78.97 –3.87 ... SPDR S&P EM SC EWX 2.1 56.48 –2.47 .8081 USEquCumDiv2027 IDIV 13.1 10.22 –0.02 .0825 WisdTrGlbHiDiv DEW 3.4 49.64 –0.05 .245
iShMSCIUSASize SIZE 1.2 126.11 –1.30 .3496 MicroFANG-3XInvr FNGD ... 3.78 +0.37 ... ProShUltTelecom LTL 1.0 49.53 –0.49 .0615 SPDR S&P500 ESG EFIV 1.2 38.97 –0.56 .1284 USEquityxDiv2027 XDIV ... 94.13 –0.76 ... WisdTrGrwLdrs PLAT .1 43.95 –1.07 .0474
iShMSCIUSASCMul SMLF 1.1 53.93 –1.00 .0748 MicroSectorsFANG3X FNGU ... 25.69 –3.57 ... ProShUlt20YrTr UBT ... 46.70 –1.59 ... SPDRS&P500Fossil SPYX 1.2 103.14 –1.44 .3162 USGlbGOGold GOAU .2 21.04 –0.02 1.0359 WisdTrIndiaEarn EPI .8 32.33 –0.12 .0434
iShMSCIUK EWU 2.1 33.84 –0.05 .3319 MicroFANG-2XInvr FNGZ ... 3.78 +0.26 ... ProShrUltraUtil UPW .6 62.85 –0.33 .1853 SPDRS&PGlbDividend WDIV 4.6 69.83 –0.11 .4246 U.S.GlobalJetsETF JETS .0 26.28 +0.11 .0086 WisdTrIndiaxSOE IXSE .1 31.12 –0.24 .015
iShMSCIWorldETF URTH 1.4 124.15 –1.58 .7935 MicroSectFANG+2X FNGO ... 36.03 –3.19 ... ProShUltraYen YCL ... 52.98 –0.75 ... SPDRS&PGlbInfr GII 2.5 54.09 –0.20 .7792 USVeganClimate VEGN .6 37.31 –0.88 .0389 WisdTrIntDivxFin DOO 3.6 44.26 –0.29 .4071
iShMornGrw ILCG .2 59.60 –1.35 .0204 MicroSecGold3XInvr GDXD ... 15.43 –0.57 ... ProShUltDow30 UDOW .2 144.63 –5.05 .0591 SPDRS&PGlbNatRes GNR 2.2 55.75 –0.42 .4833 UncommonPtf UGCE ... 25.10 –0.32 ... WisdTrIntlEquity DWM 2.7 55.27 –0.31 .285
iShMornMC IMCB .9 65.56 –0.83 .1267 MicroSecGold3XLvgd GDXU ... 22.70 +0.26 ... ProShUltMC400 UMDD .0 160.20 –9.11 .0046 SPDRS&PHlthCareEqp XHE ... 117.00 –5.67 ... UtilitiesSelSector XLU 3.0 65.91 –0.13 .4608 WisdTrIntlHdgQual IHDG 2.2 42.90 –0.63 .2179
iShMornMCGrw IMCG .1 64.21 –1.10 .0084 MicroUSBigBk3X BNKD ... 13.08 –0.49 ... ProShUltRus2000 URTY .0 104.79 –7.38 .0027 SPDRS&PHlthCareSvs XHS .2 109.32 –3.22 .0326 VanEckMerkGoldTr OUNZ ... 17.95 +0.12 ... WisdTrIntlHiDiv DTH 3.7 41.29 –0.12 .3077
iShMornSC ISCB 1.0 57.66 –1.06 .1471 MicroUSBigBk3X BNKU ... 59.29 +1.39 ... ProShUltS&P500 UPRO .1 103.93 –4.59 .0289 SPDRS&PInsurance KIE 1.6 39.82 –0.51 .1725 VanEckAfrica AFK 3.7 21.80 –0.70 .796 WisdTrIntlLC Div DOL 2.9 50.05 –0.11 .3321
iShMornSCGrw ISCG .1 49.12 –1.27 .0082 MicrUSBigOil3InLv NRGD ... 13.85 +0.25 ... ProShUltShtDow30 SDOW ... 8.43 +0.22 ... SPDRS&PInternetETF XWEB .4 160.09 –7.02 .2548 VanEckAgribus MOO .9 93.63 –1.17 .8564 WisdTrIntlMC Div DIM 2.2 69.32 –0.93 .0693
iShMornSCValue ISCV 1.5 59.73 –0.58 .2853 MicrUSBigOil3Lev NRGU ... 162.70 –7.01 ... ProShShtMC400 SMDD ... 6.78 +0.27 ... SPDRS&PKenCleanPwr CNRG .7 96.12 –3.44 .1955 VanEckBDCIncome BIZD 8.7 16.56 –0.26 .3708 WisdTrIntlMult DWMF 2.2 25.99 –0.23 .1093
iShMornUS ILCB 1.1 58.57 –0.92 .1627 MorganExosSpac SPXZ ... 17.87 –0.96 ... ProShShtRus2000 SRTY ... 10.31 +0.43 ... SPDRS&PKenFinalFr ROKT 1.8 40.20 –0.79 .5868 VanEckBrazilSC BRF 1.6 22.21 –0.39 .3529 WisdTrIntlSC DLS 2.2 75.69 –0.94 .2308
iShMornValue ILCV 2.4 65.09 –0.41 .3563 MSCushMLPHI MLPY 7.1 4.55 +0.07 .0809 ProShUltS&P500 SPXU ... 20.09 +0.66 ... SPDRS&PKenFut FITE .7 49.52 –0.21 .2753 VanEckChinaGrwth GLCN .2 45.34 –0.01 6.0309 WisdTrJapanHdg DXJ 2.3 59.80 –1.02 .7923
iShNatlMuniBd MUB 2.0 116.67 –0.18 .1825 NationwideMaxDivUS MXDU 1.7 38.58 –0.23 .6615 ProShUltShrt20YTr TTT ... 43.53 +2.01 ... SPDRS&PKenInt SIMS .6 45.81 –0.98 .0823 VanEckChinaBond CBON 2.7 24.19 +0.01 .0532 WisdTrJapanSC DFJ 2.5 74.61 –2.41 .9438
iShNewYorkMuniBd NYF 1.9 58.22 ... .0934 NationRiskBaseIntl RBIN 1.8 27.76 –0.14 .4885 ProShUltShtAUD CROC ... 42.93 +0.70 ... SPDRS&PKenNewEc KOMP .9 61.75 –2.31 .2246 VanEckSMEChiNxt CNXT .0 48.34 +1.19 .0038 WisdTrMgdFut WTMF .4 40.89 –0.63 .1728
iShResidentMultiRE REZ 2.7 78.56 –0.60 .4672 NationRiskBasedUS RBUS 1.2 37.40 –0.26 .4651 ProShUSBscMtls SMN ... 6.33 –0.02 ... SPDRS&PKenSmart HAIL .7 58.12 –1.50 .2622 VanEckEgypt EGPT 2.5 24.75 +0.20 .625 WisdTrMtgPlBdFd MTGP 1.8 50.90 –0.13 .075
iShRobotics&AI IRBO .5 40.76 –1.25 .1725 NationRiskMgd NUSI 7.9 26.67 –0.67 .1802 ProShUltBloomCrd SCO ... 5.67 –0.09 ... SPDRS&PNAmNatlRscs NANR 2.1 43.65 –0.47 .3404 VanEckEM AggBd EMAG 4.2 21.06 –0.15 .074 WisdTr90/60USBal NTSX .9 39.14 –0.56 .0888
iShRussell1000Gwth IWF .6 251.44 –5.50 .3519 NatixisShrtDur LSST 1.7 25.24 –0.01 .0172 ProShUltShBlmGas KOLD ... 32.15 –0.56 ... SPDRS&POil&GasEq XES 1.7 59.48 –0.25 .7085 VanEckEMHYBond HYEM 5.3 23.72 –0.03 .1057 WisdTrUSDivxFin DTN 2.7 99.96 –0.15 .21
iShRussell1000 IWB 1.2 234.38 –3.33 .7169 NatixisUSEqOpps EQOP .0 33.36 –0.04 .0311 ProShUSCnsmrGd SZK ... 8.08 +0.37 ... SPDRS&PRegionalBkg KRE 2.0 71.20 +0.40 .3393 VanEckEnerIncm EINC 4.2 54.50 +0.85 .3943 WisdTrUSHiDiv DHS 3.7 80.75 +0.14 .175
iShRussell1000Val IWD 1.6 160.74 –1.04 .6137 NatixisVaughanMC VNMC .1 35.17 +0.03 .1212 ProShUSCnsmrSvc SCC ... 10.12 +0.35 ... SPDRS&PSft&Svs XSW .1 154.71 –2.18 .0033 VanEckEnvironSvcs EVX .3 142.66 –3.33 .3906 WisdTrUSLCDivFd DLN 2.3 120.75 –0.63 .23
iShRussell2000Gwth IWO .4 289.67 –8.72 .224 NatixisVaughanNel VNSE .1 31.09 –0.12 .0171 ProShUltDow30 DXD ... 9.53 +0.17 ... SPDRS&PTelecom XTL .8 95.87 –2.01 .1969 VanEckGoldMiner GDX .5 37.84 +0.42 .1899 WisdTrUSLCFd EPS 1.6 45.84 –0.43 .1694
iShRussell2000 IWM .9 221.02 –4.37 .3981 NETLeaseCpRlEst NETL 7.7 28.76 –0.96 .09 ProShUltShEuro EUO ... 22.75 +0.12 ... SPDRS&PTransport XTN 1.1 91.33 –0.21 .6833 VanEckGreenBd GRNB 2.1 27.24 –0.06 .0426 WisdTrUSMCDivFd DON 1.9 43.26 –0.30 .035
iShRussell2000Val IWN 1.2 165.15 –1.82 .3915 NiftyIndiaFinls INDF ... 32.57 –0.57 ... ProShUltChina50 FXP ... 33.03 +2.41 ... SPDRSSGAFxScRt FISR 2.5 30.84 –0.15 .0521 VanEckIndiaGrwth GLIN .2 35.99 –0.13 .0783 WisdTrUSMCFd EZM 1.1 53.86 –0.63 .0296
iShRussell3000 IWV 1.2 247.91 –3.51 .6908 NoShoreGlUran URNM 1.7 64.75 –3.82 1.1043 ProShrUltShFTSEEur EPV ... 12.30 +0.04 ... SPDRGenderDivers SHE 1.1 98.34 –1.37 .3001 VanEckIndonesia IDX 1.8 19.19 –0.36 .3429 WisdTrUSQualShr QSY 1.5 120.35 –1.27 .4451
iShMicro-CapETF IWC .7 142.45 –3.55 .1608 NuvESGHYCorpBd NUHY 4.8 24.78 –0.05 .0985 ProShUltShFin SKF ... 10.10 +0.04 ... SPDR US LC Low Vol LGLV 2.0 133.94 –0.79 .7254 VanEckIntlHYBd IHY 4.5 25.97 –0.04 .0955 WisdTrUSSCDiv DES 2.0 32.97 –0.07 .02
iShRussellMid-Cap IWR 1.0 77.16 –1.07 .1922 NuvESGUSAggBd NUBD 2.2 25.87 –0.10 .0442 ProShUltShGold GLL ... 32.34 –0.38 ... SPDR SSGA US XLSR 1.0 43.49 –0.53 .0759 VanEckInvtGrFR FLTR 1.0 25.37 +0.02 .015 WisdTrUSSCFd EES .9 49.71 –0.31 .0734
iShRussellMCValue IWS 1.4 115.98 –1.31 .3825 NuvEnhYd1-5Y NUSA 2.4 25.29 ... .0469 ProShrUSHlthCr RXD ... 7.96 +0.09 ... SPDR US SC LowVol SMLV 2.0 115.55 –0.52 .4456 VanEckIsrael ISRA .2 44.30 –1.48 .0763 WisdTrUSTotalDivFd DTD 2.3 119.30 –0.66 .22
iShRussellTop200Gr IWY .7 140.06 –3.02 .216 NuvEnhYdUSAgg NUAG 2.7 24.79 –0.10 .0351 ProShUltShIndls SIJ ... 7.30 +0.13 ... SPDRSSgAGlbAll GAL 1.9 45.44 –0.56 .0791 VanEckJPMEMLCBd EMLC 4.9 31.64 –0.15 .1205 WisdTrUSTMFd RESP 1.0 46.26 –0.34 .1017
iShRussellTop200 IWL 1.2 99.39 –1.40 .3071 OverlayCoreBd OVB 3.4 25.70 –0.18 .2582 ProShUltra7-10 PST ... 16.84 +0.10 ... SPDRSSgAIncmAllctn INKM 3.8 35.61 –0.16 .2595 VanEckJrGold GDXJ 1.7 51.11 –0.36 .8554 WisdTrYdUSAggBd AGGY 2.3 51.58 –0.26 .09
iShRussellTop200Vl IWX 1.8 67.41 –0.37 .2882 OverlayFgnEqu OVF 4.0 26.51 –0.41 .1299 ProShUltBrazil BZQ ... 7.34 +0.14 ... SPDRSSgAMultiAsset RLY 1.7 28.83 –0.26 .0373 VanEckLong/Flat LFEQ 1.8 38.66 –0.49 .7143 XtrkFTSEDevxUS DEEF 2.5 32.28 –0.58 .0844
iShS&P100 OEF 1.3 189.04 –2.69 .5682 OverlayHdgLC OVLH ... 27.05 –0.28 ... ProShrUS MSCI EAFE EFU ... 10.62 +0.22 ... SPDRSSgAUltraShrt ULST .9 40.47 +0.01 .0188 VanEckLowCarbon SMOG .1 140.25 –5.44 .0918 XtrkrsHarvCSI300 ASHR .8 39.87 +0.86 .3248
iShS&PMC400Growth IJK .6 79.44 –2.07 .0915 OverlayLCEq OVL 2.3 35.82 –0.55 .2896 ProShUltMSCIEM EEV ... 16.17 +0.91 ... SPFdsDJGlbSukuk SPSK 2.4 20.08 ... .042 VanEckMtgREIT MORT 6.9 19.11 –0.20 .3274 XtrkrsHarvCSI500 ASHS .4 36.97 +0.53 .1531
iShS&P500Growth IVW .7 67.89 –1.40 .0974 OverlayMuniBd OVM 3.4 25.97 –0.14 .2526 ProShrUS MSCI Jpn EWV ... 14.40 +0.75 ... SPFdsS&P500Sharia SPUS 1.1 27.21 –0.50 .026 VanEckNatRscs HAP 2.0 48.37 –0.58 .9444 XtrkrsHiBetHYBd HYUP 7.1 48.09 –0.13 .2514
iShGlobalEnergyETF IXC 3.7 26.61 –0.10 .5958 OverlayShTermBd OVT 3.3 25.02 –0.11 .2092 ProShUltMC400 MZZ ... 8.88 +0.24 ... SPFdsS&PGlShar SPRE 3.6 22.22 –0.18 .067 VanEckOilRefin CRAK 2.2 29.49 –0.25 .66 XtrkIntlRealEst HAUZ 3.2 28.29 –0.60 .5446
iShGlobalHealthcr IXJ 1.2 81.05 –0.26 .4391 OverlaySCEq OVS 1.8 36.43 –0.70 .2659 ProShrUSOilGas DUG ... 12.61 +0.03 ... SchwabEM Equity SCHE 2.0 31.59 –1.00 .5342 VanEckOilSvcs OIH .9 217.93 +0.64 1.8911 XtrkrsJpnJPXNik400 JPN 2.0 32.38 –0.99 .3597
iShGlobalTechETF IXN .6 313.17 –8.61 .9224 PgimActAggBd PAB ... 50.23 –0.13 ... ProShUltShtQQQ QID ... 24.61 +1.01 ... Schwab5-10YCpBd SCHI 2.2 51.90 –0.08 .0902 VanEckPfdSecsxFin PFXF 4.6 20.92 –0.21 .0241 XtrrsLowBetHYBd HYDW 4.2 50.46 –0.02 .1421
iShGloblFinancials IXG 1.7 80.20 +0.45 .604 PGIMActHYBd PHYL 5.7 41.13 –0.08 .19 ProShrUSRlEst SRS ... 9.19 +0.18 ... SchwabFundEmgLrg FNDE 2.2 31.43 –0.89 .5603 VanEckRareEarth REMX .7 78.34 –6.17 .5348 XtrkACWIxUSESGLd ACSG 1.6 33.45 –0.56 .2942
iShS&P500Value IVE 1.9 149.82 –0.82 .6872 PGIMQMAStrAlphaItl PQIN 2.0 61.59 –0.69 .2895 ProShUltShRus2000 TWM ... 14.50 +0.45 ... SchwabFundIntLrgCo FNDF 1.9 33.90 –0.24 .4378 VanEckRealAsset RAAX 5.4 25.56 –0.40 1.392 XtrkrsMSCIAllChina CN .8 44.29 –0.67 .3499
iShIntlDevProperty WPS 2.3 37.58 –0.81 .2967 PGIMStratAlphLC PQLC 1.5 71.13 –0.50 .3156 ProShUltShtS&P500 SDS ... 9.65 +0.22 ... SchwabFundIntlSmCo FNDC 1.6 39.28 –0.71 .4901 VanEckSocSent BUZZ ... 23.01 –0.75 ... XtrkrsMSCIAWxUS HDAW 4.4 26.56 –0.25 .2603
iShGlobalConsDiscr RXI .6 164.27 –5.71 .4877 PGIMQMAStrAlSCG PQSG .8 70.69 –0.08 .2979 ProShrUSSemi SSG ... 10.72 +0.76 ... SchwabFundUSBrd FNDB 1.7 54.65 –0.40 .1873 VanEckSteel SLX 1.3 63.66 –2.41 .8333 XtrkrsMSCIAWxUS DBAW 1.9 32.87 –0.52 .3964
iShGlobalUtilities JXI 2.5 62.67 –0.15 1.0094 PGIMQMAStrAlSCV PQSV 1.3 66.19 –0.07 .0991 ProShUltShtSilver ZSL ... 5.43 ... ... SchwabFundUSLrgCo FNDX 1.8 55.00 –0.43 .2027 VanEckUnOil&Gas FRAK 1.0 120.34 –0.18 1.2069 XtrkMChinaAIncl ASHX .8 29.68 +0.56 .2365
iShGlobalMaterials MXI 1.0 96.01 –1.40 .5874 PGIMUltraShBd PULS 1.5 49.78 –0.01 .063 ProShUlShtSC600 SDD ... 6.33 +0.13 ... SchwabFundUSSmCo FNDA 1.0 53.36 –0.61 .0364 VanEckUranium NLR 2.0 54.68 –0.51 1.0964 XtrkESGLeaders EASG 1.6 31.17 –0.25 .2343
iShGloblIndustrial EXI 1.0 121.94 –1.44 .594 PIMCO25+YrZeroCoup ZROZ 1.9 133.58 –3.37 .61 ProShrUSTech REW ... 11.80 +0.44 ... SchwabIntmUSTrsr SCHR 1.4 56.74 –0.11 .0625 VangdCnsmrDiscr VCR 1.5 301.61 –10.88 .1095 XtrkrsMSCIHiDiv HDEF 4.1 25.25 –0.01 .2597
iShrsSP GSCI Cmdty GSG ... 15.31 –0.25 ... PIMCO ActiveBd BOND 2.6 110.02 –0.48 .24 ProShUltraSh20+ TBT .0 21.06 +0.63 .0003 SchwabIntlDiv SCHY ... 25.71 –0.06 ... VangdCnsmrStpls VDC 2.5 185.38 +0.72 .9598 XtrkrsMSCIEAFE DBEF 2.2 37.10 –0.34 .3718
iShS&PMC400Value IJJ 1.3 108.99 –1.13 .3739 PIMCOBrdUSTIPSIdx TIPZ 1.6 65.44 ... .24 ProShrUSUtil SDP ... 15.92 –0.01 ... SchwabIntEquity SCHF 1.9 39.47 –0.44 .5097 VangdExtMkt VXF 1.2 177.86 –3.48 .6068 XtrkrsMSCIEMESG EMSG 1.3 33.60 –1.26 .1646
iShS&PSC600Value IJS .8 105.43 –0.82 .341 PIMCOEnhLowDur LDUR 1.7 101.95 +0.04 .08 ProShUltShtYen YCS ... 75.67 +1.02 ... SchwabIntlSC SCHC 1.5 41.54 –0.74 .6089 VangdInfoTech VGT .7 364.12 –8.38 .6292 XtrkrsMSCIEM DBEM 1.7 28.20 –0.86 .3725
iShGlblConStaples KXI 2.2 61.63 +0.29 .7822 PIMCOEnhShMaturESG EMNT 1.1 100.67 ... .06 Qraft AI US Hi Div HDIV 1.6 31.55 –0.08 .0711 SchwabLTUSTrea SCHQ 1.7 47.79 –0.72 .0763 VangdMatrls VAW 1.4 192.66 –0.38 .5571 XtrkrsMSCIEurope DBEU 2.2 33.86 –0.07 .3359
iShNATech-Mult IGN .4 66.87 –2.03 .0555 PIMCOEnhShMaturity MINT .6 101.97 +0.02 .04 QRAFT AI US LC QRFT .1 38.81 –0.87 .6683 Schwab1-5YCpBd SCHJ 1.4 51.17 –0.02 .0417 VangdSC Grwth VBK .4 269.08 –7.83 .1911 XtrkrsMSCIEurozone DBEZ 1.7 37.65 +0.07 .372
iShSelfDrvngEV IDRV .7 45.67 –1.52 .0052 PIMCO15+USTIPSIdx LTPZ 1.6 83.10 –0.17 .32 QRAFTAIUSLCMom AMOM .1 34.17 –0.98 7.7737 Schwab1000Index SCHK 1.4 41.25 –0.57 .1137 VangdSC Val VBR 1.5 175.33 –2.06 .6362 XtrkrsMSCIGermany DBGR 2.6 32.36 +0.02 .4734
iShShortNatlMuniBd SUB 1.1 107.76 +0.01 .0786 PIMCOIntermMuniBd MUNI 1.8 56.56 –0.03 .08 QraftAINxtValue NVQ .6 32.57 –0.36 .0895 SchwabSrtTRmUSTrsr SCHO .9 51.30 ... .0195 VangdCommSvcs VOX .7 135.25 –2.66 .20 XtrkrsMSCIJapan DBJP 2.4 48.16 –1.12 .01
iShSilver SLV ... 25.46 –0.01 ... PIMCOInvGrdCorpBd CORP 2.7 112.13 –0.60 .2415 QuadIntRtVol IVOL 3.5 28.84 +0.06 .0853 SchwabUS AggrBd SCHZ 2.4 54.10 –0.21 .1035 VangdDivApp VIG 1.5 155.44 –1.22 .5131 XtrkMSCIKokusai KOKU 1.0 79.47 –0.84 .2451
iShTIPSBondETF TIP 1.3 127.75 –0.02 .5152 PIMCO1-5USTIPSIdx STPZ 2.0 55.35 +0.06 .22 RoboGlbAI THNQ ... 38.34 –1.11 ... SchwabUS BrdMkt SCHB 1.4 100.88 –1.47 .2805 VangdEnergy VDE 3.3 74.31 –0.24 .6877 XtrkUSAESGLdrs USSG 1.2 38.26 –0.60 .0938
iSh10+YIGCpBd IGLB 3.4 67.24 –0.65 .19 PIMCO DynMultEM MFEM 1.4 29.62 –1.06 .03 RoboGlbHlthTch HTEC ... 43.11 –1.94 ... SchwabUS Div SCHD 2.7 77.36 –0.05 .5026 VangdExDurTreas EDV 2.3 126.20 –2.87 .6456 XtrkrsMuniInfra RVNU 2.5 29.20 –0.03 .0525
iShTreaFRBd TFLO .1 50.29 ... .001 PIMCO DynMultIn MFDX 1.4 29.75 –0.40 .10 RoboGlblRobotics ROBO .2 61.79 –2.12 .1192 SchwabUS LC SCHX 1.4 100.72 –1.37 .2868 VangdAWxUSSC VSS 1.7 133.61 –3.22 1.9669 XtrkRuss1000USQu QARP 1.4 38.99 –0.54 .1273
iShDowJonesUS IYY 1.2 104.56 –1.45 .3035 PIMCO DynMultUS MFUS 1.4 38.30 –0.44 .13 RPAR RiskParity RPAR .8 23.70 –0.30 .0357 SchwabUS LC Grw SCHG .5 134.34 –3.15 .1335 VangdFTSEDevMk VEA 2.1 51.51 –0.63 .2312 XtrkRussUSMulti DEUS 1.2 44.33 –0.49 .049
iShChinaLC FXI 2.3 44.21 –1.84 .6836 PIMCO RAFI ESG US RAFE 1.6 30.96 –0.11 .09 RayliantQuanCn RAYC ... 26.62 +0.03 ... SchwabUS LC Val SCHV 2.4 69.08 –0.48 .2899 VangdFTSE EM VWO 1.9 51.80 –1.70 .0684 XtrkS&P500ESG SNPE 1.1 36.72 –0.50 .0769
iShRussellMCGrowth IWP .3 102.55 –2.06 .0516 PIMCOShrtTrmMuniBd SMMU 1.0 51.40 –0.03 .031 RealEstSectorSPDR XLRE 3.2 41.95 –0.42 .3823 SchwabUS MC SCHM 1.0 77.25 –1.22 .0754 VangdFTSE Europe VGK 1.9 67.93 –0.28 .2709 XtrkS&PMC400ESG MIDE ... 27.10 –0.09 ...
iShUSBrokerDealers IAI 1.1 100.61 +0.47 .2343 PIMCO0-5YrHiYdCorp HYS 4.4 99.02 –0.02 .36 RenaissanceIPO IPO ... 56.45 +0.24 ... SchwabUS REIT SCHH 2.3 43.52 –0.57 .025 VangdFTSE Pac VPL 1.9 81.72 –2.22 .1566 XtrkS&PSC600ESG SMLE ... 26.50 –0.13 ...
iShUSTechBreak TECB .4 35.95 –0.74 .0414 PPTYUSDivrsRealEst PPTY 2.9 33.19 –0.46 .2756 RenaissanceIntlIPO IPOS .5 34.82 –0.58 .2031 SchwabUS SC SCHA .9 100.64 –2.01 .2167 VangdFinls VFH 1.7 93.31 +0.08 .383 XtrkrsShDurHYBd SHYL 5.9 47.81 –0.05 .1925
iShUSTech IYW .4 89.80 –2.03 .0935 PacerAmEnIndepend USAI 5.0 23.69 +0.41 .12 RivFrDynCoreIncm RFCI 1.8 25.36 –0.05 .0354 Schwab US TIPs SCHP 1.5 62.36 –0.01 .1814 VangdFTSEAWxUS VEU 1.9 62.77 –1.03 .1642 XtrkrsUSDHYCorpBd HYLB 4.9 39.98 –0.08 .1494
M26
Includes preferred like and
repackaged securities
Net
Stock Div Yld Close Chg
NYSE AMER
BancroftFdPfdA .3359 5.2 25.73 0.03
BluerockREITPfdC .4766 7.5 25.36 –0.02
BluerockResPfD .4453 7.1 25.24 –0.03
cbdMD PfdA .0667 9.3 8.59 –0.49
EllsworthPfdA .3281 5.1 25.97 0.02
GAMCOGlbGoldPfB .3125 4.9 25.42 –0.08
GabelliPfdB .50 3.8 52.11 0.06
GabelliPfdA .475 4.2 45.40 ...
GabelliGoAnyPfdA .50 4.9 40.56 –0.44
HillmanGroupPfd .2417 11.0 26.45 –0.12
HowmetAeroPfd .9375 5.0 74.51 –3.61
IndxPlus 03-1 .7565 5.0 30.28 –0.02
PacGE pfA ... 29.34 –0.95
PacGE pfB ... 27.00 –0.08
PacGE pfC ... 25.34 0.49
PacGE pfD ... 24.42 0.02
PacGE pfE ... 24.41 –0.19
PacGE pfH ... 22.30 –0.01
PlymouthREITPfdA .4688 6.9 27.15 0.14
PowerREIT PfdA .4844 7.2 26.99 –0.12
RegionalHlthPfdA ... 4.30 –0.05
SachemNts2024 .4453 7.0 25.55 ...
SachemNts2024 .4297 6.8 25.27 –0.08
SachemNts2025 .4844 7.5 25.94 0.08
NASDAQ
AGNC InvPfdC .4375 6.8 25.64 –0.28
AGNC InvtPfdD .4297 6.8 25.28 –0.65
AGNC InvtPfdE .4063 6.4 25.36 0.10
AGNC InvtPfdF .3828 6.3 24.36 2.06
AirTPfd .50 7.9 25.32 –0.47
AmerFinPfdA .4688 7.2 25.89 –0.19
AmFinTrPfdC .4609 7.2 25.60 –0.15
AmerSvcFncl pf .5281 7.4 28.39 0.13
ArchCapitalPfdE .3281 5.2 25.45 –0.05
ArchCapitalPfdF .3406 5.2 26.28 –0.16
AtlUnionPfdA .43 6.2 27.56 –0.32
BOKFinNts2056 .3359 5.3 25.33 –0.03
B.Riley7.25%Nts .4531 7.2 25.26 –0.05
B.RileyNts2023 .4609 7.2 25.56 –0.11
B.RileyNts2023 .4297 6.7 25.78 –0.12
B.RileyNts2024 .4219 6.5 25.79 –0.03
B.RileyNts2025 .3984 6.2 25.76 –0.18
B.RileyNts2026 .3438 5.5 25.10 –0.04
B.RileyNts2028 .375 5.9 25.43 0.19
B.RileyPfdB .4609 6.7 27.48 –0.01
BRileyFinlPfdA .4297 6.4 26.90 –0.04
BRileyFin6.50%SrNt .4063 6.2 26.10 0.01
BFC Cap Pfd .45 6.7 27.00 ...
BlueknightEnPtrsA .1787 8.9 8.00 –0.10
BrighthouseDeb58 .3906 5.7 27.30 –0.20
BrighthousePfdA .4125 6.1 27.15 –0.55
BrighthousePfdB .4219 6.0 28.20 –0.49
BrighthouseFinlPfC .4666 5.2 25.92 –0.73
BroadcomPfdA 20.0 5.6 1420.31 –24.11
BPP 5.75%Pfd3A .3594 6.1 23.70 –0.44
BrookfieldPropPfd .4063 6.4 25.54 0.01
BrookfieldPropPf2A .3984 6.2 25.70 –0.07
BrookfieldREITPfdA .3984 6.3 25.15 –0.05
CHS Pfd .50 6.7 29.81 –0.18
CHS PfdB .4922 7.0 28.23 –0.25
CHS PfdB2 .4437 6.4 27.82 –0.15
CHS PfdB4 .4688 6.5 28.65 –0.25
CHS PfdB3 .4219 6.2 27.17 –0.51
CIM CmclPfdL 1.5604 5.8 27.07 3.05
CNB Fin PfdA .4453 6.5 27.20 0.04
CapitalaFinNts22 .375 6.0 25.04 –0.23
CarecloudPfdA .2292 9.7 28.45 –0.46
ChickenSoupNts .59 8.9 26.64 0.01
ChickenSoupPfdA .2031 8.4 29.07 0.42
ConiferNts2023 .4219 6.8 24.79 –0.20
CowenNts2033 .4844 7.0 27.75 0.09
DivrsHlthcrNts42 .3516 6.1 22.92 –0.15
DivrsHlthcrNts46 .3906 6.4 24.40 –0.46
EnstarPfdD .4375 6.1 28.80 –0.60
EnstarPfdE .4375 6.4 27.54 –0.40
FG Fin Pfd A .50 7.9 25.45 –0.05
FidusNts2024 .375 5.9 25.58 0.19
FidusNts2024 .3359 5.3 25.55 ...
FifthThirdPfdB .375 5.7 26.48 –0.29
FifthThirdPfdB .422 6.1 27.50 –0.60
FifthThirdPfdI .4141 5.8 28.43 –0.06
FifthThirdPfdK .3094 4.6 26.81 –0.38
FirstCitizensPfdA .3359 5.1 26.52 –0.30
FirstGuarantyPfdA .1594 .0 26.23 0.03
FirstInternetNt29 .375 5.8 25.83 –0.39
FirstInternetNts .375 5.9 25.40 0.14
Net
Stock Div Yld Close Chg
FirstMidBncpPfdC .4375 6.2 28.19 0.55
FirstMidwestPfdA .4375 6.2 28.26 0.41
Franchise7.5%PfdA .4688 7.4 25.35 –0.05
FultonFinlPfdA .32 4.9 25.93 –0.17
GeneralFinNts25 .4922 7.1 27.75 –0.08
GeneralFinPfdC 2.225 8.8 101.52 –0.17
GladstoneNts2024 .3359 5.2 25.90 0.22
GladstonePfdD .1458 6.9 25.35 0.04
GladstonePfdE .138 6.3 26.50 0.04
GladstoneInvPfdE .1328 6.2 25.63 0.02
GladstonePfdB .125 5.9 25.62 –0.01
GladstonePfdD .1042 4.9 25.57 –0.07
GlbIndemnityNts .4922 7.5 26.42 0.07
GreatElmNts22 .4063 6.5 25.12 0.03
GreatElmNts24 .4108 6.5 25.10 ...
GreatElmNts25 .4266 6.8 24.92 –0.30
HancockNts2045 .3719 5.9 25.39 –0.04
HancockNts2060 .3906 5.7 27.34 ...
HarrowHlthNts26 ... 25.27 0.38
HarvestCapNt .3828 6.0 25.41 0.01
HlthcrTrAmerPfdA .4609 7.7 24.05 –0.53
HeartlandPfdB .4375 6.3 27.99 0.10
HovnanianPfdA ... 18.21 –1.44
HuntingtonBcPfC .3672 5.7 25.68 –0.26
HuntingtonBcPfD .3906 6.2 25.39 –0.01
HuntingtonPfdH .4875 4.5 25.20 –0.31
II-VI 6% Pfd 3.00 4.6 261.99 –7.71
InterstateP&LPfdD .3187 5.0 25.62 –0.46
JMP Nts 2027 .4531 7.2 25.24 –0.04
JMP 6.875% Nts .4297 6.8 25.10 –0.23
KCAPFinNts22 .3828 6.1 25.22 0.02
LandmarkInfrPfdA .50 7.8 25.50 0.13
LandmarkInfrPfdB .4938 7.8 25.41 0.03
LandmarkPfd .4375 6.5 26.90 0.30
LibertyBroadPfdA .4375 6.4 27.43 0.13
MINDTech9%PfdA .5625 9.0 24.99 0.46
NavientNts2043 .375 6.2 24.23 –0.11
NewYorkMtgPfB .4844 7.9 24.43 –0.01
NewYorkMtgPfdD .50 8.2 24.51 –0.29
NewYorkMtgPfdE .4922 7.9 24.94 0.39
NY MtgPfdC .4922 8.0 24.64 –0.11
NewtekNts2024 .3594 5.7 25.36 0.01
NewtekNts2026 ... 25.57 –0.01
NorthernTrPfdE .2937 4.4 26.85 –0.40
OFSCapNts2023 .3906 6.1 25.50 0.05
OFSCapNts2026 .3719 5.9 25.37 0.03
OceanFirstPfdA .4375 6.3 27.80 0.05
OfficePropNts2050 .3984 6.0 26.50 –0.48
OfficePropNts46 .3672 5.9 25.04 –0.38
OntrakPfd .5938 9.8 24.15 –0.10
OxfordLaneNts2031 .1406 2.2 25.66 ...
OxfordLanePfd2024 .1406 6.7 25.26 –0.16
OxfordLanePfd2027 .1302 6.3 24.96 0.03
OxfordSquareNt24 .4063 6.4 25.36 0.06
OxfordSquareNt26 .3906 6.1 25.80 0.22
PennantParkNts .3438 5.4 25.40 –0.15
PeoplesUtdPfdA .3516 5.0 27.93 0.03
PhenixfinNts2023 .3828 6.1 25.26 0.03
PopularCapPfd .1276 6.0 25.45 –0.13
PopularPfd .1396 6.5 25.89 –0.29
QurateRetailPfd 2.00 7.6 105.92 0.43
SLM Pfd B .4829 3.3 60.00 0.73
SVB Fin PfdA .3281 5.0 26.37 –0.43
Sabre6.5%Pfd 1.625 3.9 168.29 1.87
SelectiveInsPfdB .2875 4.6 25.05 –0.22
SotherlyHotelsPfB .50 .0 17.06 –0.30
SotherlyHotelsPfC .4922 .0 17.10 ...
SotherlyHtlsPfd .5156 .0 17.01 –0.25
SparkEnergyPfdA .5469 8.5 25.89 –0.07
TCF Fin PfdC .3562 5.5 26.11 –0.88
TexasCapBcshsPfdB .3594 5.5 25.99 –0.01
TexasCapNts .4063 6.4 25.36 –0.03
TexasCapPfd .4063 6.4 25.37 –0.16
TravelCtrsNt28 .5156 7.8 26.31 –0.38
TravelCtrsNt29 .50 7.7 26.00 –0.48
TravelCtrsNt30 .50 7.7 25.98 –0.26
TriStateCapPfA .4219 6.6 25.74 –0.52
TriStateCapPfB .3984 6.0 26.49 0.40
TriumphBncpPfdC .4453 6.4 27.85 0.20
UtdCmtyBksPfdI .4297 6.1 28.05 0.32
ValleyNatlPfdA .3906 5.7 27.49 –0.50
ValleyNatlPfdB .3438 5.4 25.60 –0.15
ViacomCBS Pfd ... 69.19 0.05
WashFedPfdA .3047 4.7 25.85 –0.31
WatfordPfd .4733 7.6 25.62 0.26
WesBancoPfdA .4219 6.1 27.90 –0.40
WhiteHorseNts2025 .4063 6.4 25.48 –0.27
WintrustFinPfdE .4297 6.2 27.94 –0.20
WintrustFinPfd .41 5.9 27.69 –0.29
XomaPfdA .7188 8.6 25.18 –0.16
XomaPfdB ... 24.10 –0.23
ZionsBancorpPfdG .3938 5.9 26.81 –0.47
ZionsBancorpPfdH .3594 5.7 25.33 –0.06
ZionsBncpPfdA .2504 4.0 25.10 –0.07
Preferred Stock Listings
Net
Stock Div Yld Close Chg
NYSE
AcresCmclPfdC .5391 8.5 25.50 0.30
AG Mortgage PfdC .50 8.5 23.45 –0.20
AG Mortgage PfdB .50 8.2 24.36 –0.22
AG Mortgage PfdA .5156 8.3 24.95 0.08
AT&T 5%PfdA .3125 4.8 26.12 –0.52
AT&T Nts 2066 .3344 5.1 26.17 –0.28
AT&T Nts 2067 .3516 5.3 26.68 –0.42
AT&T PfdC .2969 4.7 25.21 –0.50
AXIS CapPfdE .3438 5.4 25.48 –0.06
AegonNts2049 .3187 4.8 26.30 –0.08
AegonCapSec AEB .2556 4.0 25.40 –0.15
AffiliatedMgrDeb .3672 5.4 27.27 –0.50
AffiliatedNts60 .2969 4.6 25.90 –0.11
AirLeasePfdA .3844 5.9 26.10 –0.67
AlabamaPwrPfdA .3125 4.7 26.72 –0.10
AlgonquinNt2079 .3875 5.5 27.97 0.04
AlgonquinPwrNt .4297 6.2 27.71 –0.23
AllstateDeb .3187 4.8 26.77 –0.29
AllstatePfdG .3516 5.1 27.36 –0.54
AllstatePfdH .3187 4.8 26.65 –0.73
AllstatePfdI .2969 4.5 26.19 –0.50
AltaEquipPfdA .8889 13.1 27.23 –0.01
AlteraIPfdB .5313 9.5 22.34 –0.37
AlteraPfdA .4531 8.5 21.27 –0.48
AlteraPfdE .5547 9.8 22.58 –0.42
AmerEqInvLifePfB .4141 5.9 27.95 –0.28
AmerEqInvPfdA .3719 5.5 26.96 –0.38
AmerFinDeb2059 .3203 4.8 26.79 –0.29
AmerFinDeb2060 .3516 5.0 27.88 –0.49
AmFinDeb .2813 4.3 26.43 –0.63
AmFinDeb2059 .3672 5.3 27.74 –0.28
AmHomes4RentPfdD .4063 6.4 25.27 –0.01
AmHomes4RentPfdE .3969 6.3 25.33 –0.09
AmHomes4RentPfdF .3672 5.7 25.96 –0.39
AmHomes4RentPfdG .3672 5.6 26.12 –0.44
AmHomes4RentPfdH .3906 5.8 27.08 –0.04
AIG PfdA .3656 5.3 27.84 –0.18
AnnalyCapPfdF .4344 6.8 25.52 –0.09
AnnalyCapPfdG .4063 6.4 25.20 –0.19
AnnalyCapPfdI .4219 6.6 25.73 –0.19
ApolloGlMgmtPfdA .3984 6.1 26.30 0.06
ApolloGlPfdB .3984 5.9 27.03 –0.07
AptivPfdA 1.375 3.4 160.04 –8.49
ArborRealtyPfdB .4844 7.5 25.76 –0.24
ArborRealtyPfdC .5313 8.1 26.20 –0.33
ArborRealtyPfdA .5156 7.9 25.97 –0.52
ArcelorMittalNts .3438 1.8 75.88 –1.34
AresMgmtPfdA .4375 6.8 25.70 ...
ArgoGoupPfdA .4375 6.3 27.62 0.07
ArgoGroupNts42 .4063 6.3 25.73 –0.08
ArlingtonAssetPfB .4375 7.1 24.50 –0.21
ArlingtonAssetPfC .5156 8.5 24.32 –0.05
ArlingtonAsstNt23 .4141 6.5 25.37 –0.01
ArlingtonAsstNt25 .4219 6.7 25.20 –0.10
ArmadaHofflerPfA .4219 6.3 26.60 –0.26
ArmourResPfdC .1458 7.0 25.16 –0.20
AshfordHospPfdG .4609 .0 24.50 0.24
AshfordHospPfdH .4688 .0 24.45 0.06
AshfordHospPfdI .4688 .0 24.50 0.49
AshfordHospPfdD .5281 .0 24.57 0.36
AshfordHospPfdF .4609 .0 24.50 0.20
AspenInsPfd .3719 5.6 26.40 –0.82
AspenInsPfd .3516 5.4 26.24 –0.49
AspenInsPfd .3516 5.4 25.94 –0.41
AssdBancPfdC .3828 6.0 25.34 ...
AssdBancPfdD .3359 5.3 25.60 –0.22
AssdBancPfdE .3672 5.4 27.00 –0.64
AssdBancPfdF .3516 5.0 27.95 –0.67
AssurantNts2061 .3281 5.0 26.25 –0.22
AssuredGuarBds .4297 6.2 27.60 0.21
AssuredGuarNts .35 5.4 25.98 0.15
AssurGrMunNt .3906 5.9 26.67 –0.10
AthenePfdA .3969 5.5 28.87 –0.23
AthenePfdB .3516 5.3 26.49 –0.24
AthenePfdC .3984 .0 28.41 –0.40
AthenePfdD .3453 4.9 25.02 –0.33
AtlasPfdD .4969 7.8 25.55 –0.10
AtlasPfdE .5156 8.0 25.63 –0.08
AtlasPfdG .5125 8.0 25.53 –0.07
AtlasPfdH .4922 7.7 25.41 –0.09
AtlasPfdI .50 7.5 26.78 –0.11
AvantorPfdA .78 3.2 98.12 1.48
Babcock&WilcxNt26 .5078 7.8 25.94 0.02
BabcockWilcoxPfdA ... 24.50 –0.25
BancCA PfdE .4375 6.8 25.72 0.02
BancoBradescoPf .0036 3.5 4.71 0.12
BancorpSthBkPfA .3438 5.1 26.82 –0.19
BankofAmNt66 .4031 6.0 26.91 –0.44
BankofAmPfd1 .1875 3.4 21.80 –0.15
BankofAmPfd2 .1854 3.4 22.06 –0.31
BARRON’S
Net
Stock Div Yld Close Chg
BankofAmPfd4 .2472 4.0 25.25 –0.60
BankofAmPfdE .2472 4.0 25.28 –0.18
BankofAmPfdGG .375 5.5 27.18 –0.37
BankofAmPfdHH .3672 5.4 27.12 –0.43
BankofAmPfdKK .3359 5.0 27.13 –0.51
BankofAmPfdL .2472 4.0 25.15 –0.27
BankofAmPfdL 18.125 5.1 1411.00 –26.00
BankofAmPfdLL .3125 4.7 26.76 –0.56
BankofAmPfdPP .2693 4.1 24.90 –0.45
BkofAmericaPfdNN .2734 4.3 25.15 –0.32
BectonDicknsnPfB .75 5.5 54.16 –0.14
BostonSciPfdA 1.375 4.9 112.64 –4.59
BraemarHtlsPfd .3438 6.0 22.80 –0.99
BraemarHtlsPfdD .5156 8.2 25.23 –0.45
BrightSphereNts31 .3203 5.1 25.22 –0.14
BrookfieldBRP Nts .2891 4.8 24.28 –0.44
BrookfieldDTLAPf 2.25 .0 13.83 –1.43
BrookfieldFinNts .2813 4.6 24.57 –0.36
BrookfieldFinNts .2891 4.7 24.67 –0.36
BrookfldInfrPfdA14 .3125 5.0 24.89 –0.45
BrookfldInfrPfdA13 .3203 5.0 25.75 –0.36
BrookfdRenewPfdA17 .3281 5.0 26.45 –0.05
BrunswickNts2048 .4063 6.0 27.13 –0.06
BrunswickNts2049 .4141 6.0 27.41 ...
BrunswickNts2049 .3984 5.6 28.29 0.90
CAI IntlPfdA .5313 8.0 26.48 –0.67
CAI IntlPfdB .5313 7.9 26.82 –0.51
CIT PfdB .3516 5.3 26.52 –0.12
CMSEnerDeb78 .3516 5.2 26.87 –0.13
CMSEnerNts2078 .3672 5.4 27.45 –0.08
CMSEnerNts2079 .3672 5.4 27.11 –0.61
CNOFinDeb2060 .3203 5.1 25.33 –0.28
CapitalOnePfdG .325 5.1 25.38 –0.41
CapitalOnePfdH .375 5.9 25.52 –0.48
CapitalOnePfdI .3125 4.8 25.87 –0.61
CapitalOnePfdJ .30 4.8 25.26 –0.54
CapitalOnePfdK .2891 4.6 25.23 –0.64
CapOneFinlPfdL ... 24.53 –0.16
CapsteadMtgPfdE .4688 7.4 25.23 ...
CedarRealtyPfB .4531 7.2 25.10 –0.52
CedarRealtyPfC .4063 6.5 24.93 –0.05
CenterPointPfdB .875 7.8 44.82 –0.20
CenterspacePfdC .4141 6.3 26.48 0.21
CentraisElBrasPf .1726 10.1 7.48 –0.03
SchwabPfdC .375 6.0 24.98 –0.39
SchwabPfdD .372 5.9 25.25 –0.41
SchwabPfdJ .189 3.0 25.42 –0.46
CherryHillPfdA .5125 8.0 25.59 –0.09
CherryHillPfdB .5156 8.1 25.50 0.25
ChimeraInvPfdA .50 7.9 25.40 –0.18
ChimeraInvPfdB .50 8.0 24.97 –0.13
ChimeraInvPfdD .50 8.0 24.92 0.17
ChimeraPfdC .4844 7.9 24.65 0.10
CinnBell pfB .8438 6.7 50.05 –0.09
CitigroupPfdJ .4453 6.4 27.98 –0.16
CitigroupPfdK .4297 6.2 27.85 –0.17
CitigrpCapXIIIPf .4159 6.2 27.39 –0.23
CitizensFinPfdD .3969 5.7 28.04 0.13
CitizensFinPfdE .3125 4.8 25.87 –0.22
CityOfficePfdA .4141 6.5 25.60 –0.12
ColonyCapPfdG .4688 7.5 24.95 –0.36
ColonyCapPfdH .4453 7.2 24.85 –0.15
ColonyCapPfdI .4469 7.2 24.81 –0.52
ColonyCapPfdJ .4453 7.2 24.87 –0.13
Comcast DECS .3747 2.3 66.25 2.37
CompassPfd .4922 7.6 25.75 0.05
CompassPfdA .4531 7.2 25.22 –0.17
CompassPfdC .4922 7.7 25.54 –0.14
ConsumersEnerPf 1.125 4.1 109.16 –1.12
CorEnergyInfrPf .4609 8.2 22.45 –0.02
Corts Aon KTN 1.0256 6.2 33.25 0.89
Corts PECO KTH 1.00 6.0 33.56 0.56
CostamarePfdB .4766 7.5 25.50 –0.06
CostamarePfdC .5313 8.2 26.00 –0.02
CostamarePfdD .5469 8.5 25.84 –0.02
CostamarePfdE .5547 8.2 27.14 0.30
Cullen/FrostPfdB .2781 4.4 25.51 –0.01
CustomersBncpNt34 .3359 5.0 26.82 0.06
CustomersBncpPfdC .3504 5.5 25.33 –0.04
CustomersBncpPfdD .3369 5.4 25.18 0.03
CustomersBncpPfdE .4031 6.4 25.29 –0.04
CustomersBncpPfdF .375 5.9 25.36 0.10
DCPMidstrmPfdB .4922 8.1 24.21 –0.14
DCPMidstrmPfdC .4969 8.2 24.32 ...
DTE EnergyDeb76 .3359 5.4 25.00 –0.34
DTE EnergyDeb77 .3281 5.1 25.94 –0.36
DTE EnergyDeb80 .2734 4.3 25.32 ...
DTE EnergyDebF .375 5.8 25.89 –0.12
DanaherPfdA 11.875 2.8 1714.64 –41.04
DanaherPfdB 12.5 3.5 1427.68 2.59
DiamondrockPfd .5156 7.2 28.50 –0.44
DianaShippingPfd .5547 8.7 25.65 –0.01
DigitalRealtyPfC .4141 6.6 25.21 ...
DigitalRealtyPfdL .325 4.8 27.19 –0.21
Net
Stock Div Yld Close Chg
DigitalRealtyPfJ .3281 5.0 26.50 –0.29
DigitalRealtyPfK .3656 5.2 27.96 –0.18
DillardsCapPfd .4688 7.3 25.76 –0.11
DominionEnNts76 .3281 5.2 25.31 –0.05
DriveShackPfdB .6094 9.8 24.98 –0.11
DriveShackPfdC .5031 8.6 23.48 –0.01
DriveShackPfdD .5234 9.2 22.73 –0.72
DuPont pfA .875 3.8 91.63 3.76
DuPont pfB 1.125 4.1 109.04 –3.46
DukeEnerDeb73 .3203 4.9 25.95 –0.12
DukeEnerDeb78 .3516 5.2 26.99 –0.15
DukeEnergyPfdA .3594 5.2 27.80 –0.53
DynagasLNG PfdB .5469 9.1 24.09 –0.06
DynagasLNG PfdA .5625 8.8 25.46 –0.15
DynexCapPfdC .4313 6.8 25.34 –0.25
EPR PropPfdC .3594 5.5 26.01 –0.02
EPR PropPfdG .3594 5.7 25.16 –0.26
EPR PropPfdE .5625 6.5 34.50 –1.35
EaglePointNts27 .4219 6.6 25.46 –0.14
EaglePointNts28 .418 6.6 25.47 –0.05
EaglePointNts31 ... 25.60 0.16
EaglePointPfdB .1615 7.6 25.63 –0.06
ElPasoEngy pfC .5938 4.7 50.06 0.02
EllingtonFinPfdA .4219 6.7 25.36 –0.13
EnbridgeNts2078 .3984 5.9 26.97 0.31
EnergizerPfd. 1.875 7.7 98.00 –3.10
EnerTransferPfdD .4766 7.7 24.90 0.02
EnerTransferPfdE .475 7.6 25.02 –0.02
EnerTransferPfC .4609 7.6 24.20 –0.14
EntergyBds66 .3047 4.8 25.61 0.07
EntergyLA Bds66 .3047 4.8 25.64 –0.05
EntergyMS Bds .3063 4.8 25.43 –0.57
EntergyBds66 .3438 5.4 25.46 0.12
EntergyNOLA Bds .3125 4.9 25.47 –0.32
EntergyTX PfdA .3359 4.9 27.24 –0.43
EquitablePfdA .3281 5.0 26.43 –0.07
EquitablePfdC .2001 4.3 24.73 –0.19
EquityCommonPfdD .4063 5.1 31.74 –0.23
FNB PfdE .4533 6.5 27.87 –0.60
FarmlandPtrsPfdB .375 5.8 26.09 –0.16
FedAgricMtgPfdC .375 5.4 27.75 –0.96
FedAgricMtgPfdD .3562 5.4 26.61 –0.15
FedAgricMtgPfdE .3594 5.3 26.89 –0.17
FedAgricMtgPfdF .3281 5.1 25.91 –0.40
FedRealtyInvPfdC .3125 4.8 26.16 –0.18
FirstEagleNts23 .3828 6.0 25.64 ...
FirstEagleNts22 .4219 6.7 25.30 –0.05
FirstHorizonPfdA .3875 6.1 25.32 –0.07
FirstHorizonPfdB .8281 5.9 27.85 –0.16
FirstHorizonPfdC .4125 5.9 28.18 0.14
FirstHorizonPfdD .7625 5.7 26.87 0.20
FirstHorizonPfdE .4063 5.8 28.01 0.21
FirstHorizonPfdF ... 25.00 0.07
FirstRepBkPfd .2937 4.6 25.75 –0.47
FirstRepBkPfdH .3203 4.9 26.12 –0.14
FirstRepBkPfdI .3438 5.1 26.90 –0.45
FirstRepBkPfdL .2391 3.8 25.30 –0.59
FirstRepublicPfdK .2578 4.1 24.94 –0.23
FordMotor6%Nts .375 5.8 25.97 –0.52
FordMotor6.2%Nt .3875 5.9 26.25 –0.62
FortivePfdA 12.5 5.0 997.89 –6.92
FortressTechPfdB .50 7.8 25.80 –0.41
FortressTransPfC .4583 6.8 26.96 0.03
FortressTransPfdA .5156 7.9 26.20 –0.30
GAMCO PfdA .325 5.0 26.05 0.05
GATX Nts .3516 5.6 25.00 –0.35
GDL Fd PfdC .50 3.9 51.70 ...
GMACCapTrSer2 .3739 6.1 25.33 –0.35
GabelliDivPfdG .3281 5.1 25.75 –0.14
GabelliDivPfdH .3359 4.8 28.24 –0.19
GabelliEqPfdG .3125 4.9 25.64 0.03
GabelliEqPfdJ .3406 5.2 26.33 0.03
GabelliEquityPfdK .3125 4.8 26.31 –0.04
GabelliEqPfdH .3125 4.9 25.62 –0.01
GabelliGlSMidPfdA .3406 5.2 26.02 0.02
GabelliMultiPfdG .3203 4.9 26.37 0.16
GabelliMultPfdE .3203 4.9 26.01 0.07
GabelliUtilPfdA .3516 5.3 26.76 –0.14
GabelliUtilPfdC .3359 5.2 25.86 –0.24
GasLogPfdA .5469 8.6 25.35 0.10
GasLogPtrsPfdA .5391 9.1 23.74 0.37
GasLogPtrsPfdB .5125 9.2 22.33 0.33
GasLogPtrsPfdC .5313 9.3 22.86 0.23
GenAmInv pfB .3719 5.6 26.70 –0.22
GenieEnergyPfd .1594 7.1 8.93 –0.03
GeorgiaPwrNt77 .3125 4.8 26.19 –0.21
GlMedREIT PfdA .4688 7.0 26.70 0.05
GlbNetLeasePfdA .4531 6.8 26.71 0.04
GlbNetLeasePfdB .4297 6.5 26.55 –0.37
GlobalPtrsPfdA .6094 9.0 26.97 –0.50
GlobalPtrsPfdB .3365 5.2 26.03 –0.21
GlbShipNts24 .50 7.8 25.64 –0.40
GlShipLeasePfdB .5469 8.6 25.30 –0.16
Net
Stock Div Yld Close Chg
GlobeLifeDeb .3828 6.0 25.58 –0.08
GoldmanSachsPfA .2318 3.9 24.28 0.07
GoldmanSachsPfC .2472 4.0 25.24 –0.06
GoldmanSachsPfD .2472 4.1 24.48 –0.27
GoldmanSachsPfJ .3438 5.1 26.87 –0.56
GoldmanSachsPfK .3984 5.7 28.17 –0.14
GoldmanSachsPfN .3938 6.3 25.02 ...
GreatAjaxNts24 .4531 7.1 25.43 1.45
HartfordFinDeb42 .4922 7.4 26.63 –0.04
HartfordFinPfdG .375 5.5 27.49 –0.77
HeclaMiningPfB .875 6.0 58.80 0.80
HerculesCapNts25 .3281 5.2 25.36 0.01
HerculesCapNts33 .3906 5.8 26.78 –0.22
Hersha Pfd E .4063 6.8 23.74 0.13
HershaHospPfdC .4297 7.0 24.44 0.22
HershaHospPfdD .4063 6.9 23.71 –0.01
HighlandIncmPfdA .3359 5.1 26.11 0.03
HoeghLNG PfdA .5469 8.5 25.70 –0.81
HorizonTechNts26 .3047 4.8 25.54 –0.06
InnovativeIndPfdA .5625 6.6 34.25 0.45
IntlSeawaysNts23 .5313 8.2 26.00 0.25
InvescoMtgPfdA .4844 7.8 24.81 –0.08
InvescoMtgPfdB .4844 7.8 24.73 –0.09
InvescoMtgPfdC .4688 7.8 24.16 –0.32
iStarPfdD .50 7.7 26.05 0.29
iStarPfdG .4781 7.4 25.67 –0.08
iStarPfdI .4688 7.3 25.73 –0.12
JPMChasePfdEE .375 5.4 27.63 –0.24
JPMChasePfdJJ .2338 3.7 25.30 –0.77
JPMorganPfdAA .3812 6.1 24.99 –0.01
JPMorganPfdBB .3844 6.2 24.99 –0.01
JPMorganPfdDD .3594 5.3 26.97 –0.32
JPMorganPfdGG .2969 4.6 25.94 –0.53
KKR Pfd A .4219 6.7 25.38 –0.04
KKR Pfd B .4063 6.3 25.69 –0.04
KKR Pfd C .75 4.0 74.97 –3.09
KKR Nts 2061 .2891 4.5 25.58 –0.05
KKRRealEstFinPfdA .2663 6.3 25.61 –0.21
KSCitySo Pfd .25 2.7 37.02 –0.68
KeyCorpPfdE .3828 5.1 30.01 –0.30
KeyCorpPfdF .3531 5.3 26.67 –0.39
KeyCorpPfdG .3516 5.2 27.13 –0.31
KimcoRealtyPfdL .3203 4.9 26.25 –0.25
KimcoRealtyPfdM .3281 4.9 26.65 0.08
LexingtonRltyPfC .8125 5.5 59.25 –0.68
LumentFinPfdA ... 25.25 –0.25
MFAFinPfdB .4688 7.6 24.73 –0.17
MFAFin6.5%PfdC .4063 7.2 22.55 –0.48
MaidenHldg6.7%PfdD .4187 .0 13.14 –0.14
MaidenHldgsPfdC .4453 .0 13.08 –0.42
MaidenNts43 .4844 8.2 23.77 –0.23
MaidenNts46 .4141 7.5 22.00 0.03
MaidenHldgsPfdA .5156 .0 13.59 –0.10
MechelPfd .0175 3.7 .52 0.02
MedleyNts24 .4531 69.8 2.60 –0.06
MedleyNts26 .4297 64.9 2.65 –0.09
Metlife pfA .25 4.0 25.54 –0.29
MetLifePfdE .3516 5.2 27.23 –0.44
MetLifePfdF .2969 4.6 26.05 –0.43
MidAmerAptPfdI 1.0625 6.3 67.04 1.57
MonmouthRE PfdC .3828 6.1 25.12 –0.50
MorganStanleyPfd1 .3984 5.7 28.12 –0.59
MorganStanleyPfdA .25 4.1 24.89 –0.05
MorganStanleyPfdF .4297 6.1 28.03 –0.27
MorganStanleyPfdK .3656 5.2 28.37 –0.50
MorganStanleyPfdL .3047 4.7 26.11 –0.40
MorganStanleyPfdE .4453 6.2 28.59 –0.38
NGL EnergyPfdB .5625 .0 14.15 –0.35
NGLEngyPfdC .6016 .0 14.15 –0.63
NatlRetailPropPfdF .325 5.0 25.79 –0.30
NatlRurUtilNt2064 .3438 5.2 26.59 –0.21
NatlStoragePfdA .375 5.7 26.44 –0.42
NaviosMariPfdH ... 11.27 –1.23
NaviosMaritimPf ... 11.50 –1.40
NewResidentialPfdB .4453 7.2 24.68 0.05
NewResidentialPfdC .3984 6.9 23.23 –0.12
NewResidentPfdA .4688 7.5 25.09 –0.26
NYComBncpPfdA .3984 5.7 28.07 –0.13
NY CmtyCap V .75 6.0 50.22 –0.08
NexPointPfdA .5313 8.2 25.95 –0.25
NexPointStratPfdA .3244 6.2 22.25 –0.54
NextEraEnDebK .3281 5.2 25.32 –0.05
NextEraEnDebN .3531 5.1 27.91 –0.46
NiaMoPwr pfB .90 3.6 101.38 –0.02
NiaMoPwr pfC .975 3.8 102.51 0.06
NiSourcePfdB .4063 5.7 28.45 0.51
NuSTAR PfdA .5313 9.0 23.62 –0.51
NuSTAR PfdB .4766 9.0 21.28 0.16
NuSTAR PfdC .5625 9.0 24.99 0.15
NuSTARLogNts .4372 7.1 24.76 –0.13
OFGBancorpPfD .4453 7.0 25.41 0.02
OaktreeCapPfdA .4141 6.1 27.05 –0.04
OaktreeCapPfdB .4094 6.0 27.37 0.21
PNC Fin PfdP .3828 5.8 26.30 –0.07
Net
Stock Div Yld Close Chg
PPL Capital Nts .3688 5.8 25.55 –0.07
PSBusParksPfdW .325 5.0 25.79 0.10
PSBusParksPfdX .3281 4.9 26.58 –0.15
PSBusParksPfdY .325 4.9 26.60 –0.13
PSBusParksPfdZ .3047 4.5 26.88 –0.34
PartnerRePfdJ ... 26.40 –0.26
PebblebrookPfdC .4063 6.5 25.13 –0.21
PebblebrookPfdD .3984 6.4 24.98 –0.21
PebblebrookPfdE .3984 6.4 25.09 –0.48
PebblebrookPfdF .3938 6.3 24.91 –0.44
PebblebrookPfdG ... 25.30 –0.10
PA Reit Pfd D .4297 19.6 8.78 –1.09
PA Reit Pfd B .4609 21.0 8.80 –1.07
PennREITPfdC .45 20.1 8.94 –1.15
PennyMacMtgPfA .5078 7.7 26.28 0.03
PennyMacPfdB .50 7.5 26.79 0.30
PitneyBowesNt43 .4187 6.7 25.18 –0.02
PPlus GSC-2 .1875 3.2 24.00 ...
PPlus RRD-1 .7875 7.1 22.05 0.05
PriorityIncmPfdA .3984 6.3 25.19 0.04
PriorityIncmPfdC .4141 6.5 25.44 –0.03
PriorityIncmPfdD .4375 6.9 25.21 –0.27
PriorityIncmPfdF .4141 6.5 25.42 –0.14
PriorityIncmPfdG .4384 6.9 25.33 –0.17
PriorityIncmPfdH ... 24.70 –0.18
PriorityIncmPfdE .3984 6.3 25.26 0.01
ProspectCapNt28 .3906 6.1 25.63 –0.06
ProspectCapNt29 .4297 6.6 26.02 0.05
PrudentialNt58 .3516 5.1 27.35 –0.32
PrudentialNts2060 .2578 4.1 25.41 –0.36
PrudentialSkis .4219 6.2 27.34 –0.38
PrudentialPfd .4063 6.0 27.10 –0.65
PublicStoragePfC .3203 5.0 25.71 –0.03
PublicStoragePfD .3094 4.9 25.47 –0.24
PublicStoragePfdL .2891 4.4 26.53 –0.56
PublicStoragePfdN .2422 3.8 25.24 –0.35
PublicStoragePfE .3063 4.7 25.80 –0.15
PublicStoragePfF .3219 4.9 26.50 –0.34
PublicStoragePfG .3156 4.8 26.36 –0.35
PublicStoragePfH .35 5.0 27.80 –0.45
PublicStoragePfI .3047 4.5 27.24 –0.55
PublicStoragePfJ .2937 4.3 27.08 –0.62
PublicStoragePfK .2969 4.3 27.41 –0.44
PublicStoragePfM .2578 4.0 25.62 –0.75
PublicStoragePfdO .2438 3.9 25.20 –0.97
QTSRealtyPfdA .4453 6.5 27.30 –0.40
QTSRealtyPfdB 1.625 4.6 140.45 –0.64
QVC Nts 2068 .3906 6.1 25.81 –0.01
QVC Nts2067 .3984 6.2 25.88 0.18
QwestNts2056 .4063 6.3 25.65 –0.04
QwestNts2057 .4219 6.4 26.38 –0.05
RLJLodgingPfdA .4875 7.1 27.57 –0.53
RPTRealtyPfdD .9063 6.3 57.41 –0.05
ReadyCapNts2023 .4375 6.7 25.99 0.25
ReadyCapNts2026 .3875 5.9 26.07 0.07
ReadyCapNts2026 .3594 5.6 25.55 –0.01
ReadyCapPfdB .5391 8.5 25.41 –0.04
ReadyCapPfdC .3906 6.2 25.15 0.05
ReadyCapPfdD .4766 7.5 25.25 0.03
RegionsFinPfdA .3984 6.3 25.42 –0.03
RegionsFinPfdB .3984 5.5 29.23 0.20
RegionsFinPfdC .3562 5.1 27.78 –0.11
RegionsFinPfdE ... 24.53 –0.08
ReinsuranceGrpDeb .3875 5.8 26.50 –0.17
ReinsuranceGrpDeb .3594 5.1 28.29 –0.21
RenaissancePfdE .3359 5.3 25.59 0.11
RenaissancePfdF .3594 5.3 27.25 –0.19
RexfordIndPfdA .3672 5.8 25.41 0.05
RexfordIndPfdB .3672 5.6 26.40 0.18
RexfordIndPfdC .3516 5.2 27.27 0.16
RiverNorthDoublPfd .2734 4.5 24.24 –0.22
RiverNorthPfdA .3672 5.8 25.36 –0.02
RoyalBkCanadaPf .4219 5.9 28.60 –0.12
SCE III Pfd .3594 5.7 25.44 –0.31
SCE II Pfd .3187 5.1 24.78 –0.09
SCE IV Pfd .3359 5.4 25.04 –0.75
SCE V Pfd .3406 5.3 25.61 –0.07
SCE VI Pfd L .3125 5.1 24.73 0.03
SITECtrsPfdA .3984 6.1 26.25 0.01
SLGreenRealtyPfd .4063 6.4 25.54 –0.31
SafeBulkersPfdC .50 7.9 25.37 0.39
SafeBulkersPfdD .50 7.9 25.20 0.20
Saratoga7.25Nts .4531 6.9 26.25 –0.48
SaratogaInv6.25Nts .3906 6.1 25.49 –0.20
SaulCentersPfdD .3828 5.8 26.27 –0.18
SaulCentersPfdE .375 5.7 26.22 –0.67
ScorpioTankersNts .4375 7.0 25.15 –0.03
SempraEnNts79 .3594 5.3 26.92 –0.44
SempraEnPfdB 1.6875 6.4 104.67 –0.91
SeritageGrwPfdA .4375 7.9 22.09 –0.91
SimonPropPfdJ 1.0469 6.0 69.98 0.66
SouthJerseyNts2079 .3516 5.4 26.16 –0.26
SouthernNt2016A .3281 5.1 25.64 –0.23
May 17, 2021
Net
Stock Div Yld Close Chg
SouthernNts20 .3094 4.6 26.71 –0.28
SouthernNts2020C .2625 4.2 25.18 –0.16
SouthernNts77 .3281 4.9 26.53 –0.36
SpecialOppFdPfB .2188 3.0 28.93 –0.31
SpirePfdA .3688 5.3 27.74 –0.27
SpiritRealtyPfdA .375 5.6 26.75 –0.15
StateStreetPfdD .3687 5.2 28.39 –0.20
StateStreetPfdG .3343 4.6 29.21 –0.20
SteelPtrsPfdA .375 6.8 22.14 –0.01
SterlingBncpPfdA .4063 6.2 26.33 –0.08
StifelFinlPfdA .3906 6.1 25.45 –0.14
StifelFinlPfdB .3906 5.7 27.19 –0.35
StifelFinlPfdC .3828 5.6 27.19 –1.10
StifelFinNts47 .325 4.9 26.29 –0.31
Strats Allst GJT .0171 1.0 20.44 0.10
Strats GSG GJS .0192 1.1 20.88 0.01
Strats PG GJR .0148 .8 23.25 ...
Strats USC GJH .3187 6.1 10.51 0.03
Strats WlMrt GJO .0142 .8 23.76 0.21
SummitHotelPfdD .4031 6.4 25.17 –0.58
SummitHotelPfdE .3906 6.1 25.70 –0.72
SunstoneHotelPfE .4344 6.9 25.20 –0.50
SunstoneHotelPfF .4031 6.3 25.55 0.08
SynchronyPfdA .3516 5.3 26.35 –0.42
SynovusFinPfdD .3938 6.0 26.35 –0.22
SynovusFinPfdE .3672 5.5 26.95 –0.02
TeekayLNG PfdA .5625 8.7 25.77 –0.13
TeekayLNG PfdB .5313 7.9 26.84 –0.25
Tele&Data Nts .4141 6.4 25.93 –0.17
Tele&DataPfdUU ... 27.41 –0.14
Tele&DataNts .3672 5.8 25.53 –0.11
TVA Parrs .1385 2.2 25.71 –0.20
TVA Bds D .1334 2.1 25.89 –0.04
TerraIncmVI Nts .4375 6.9 25.23 –0.02
TextainerPfdA .3014 4.7 25.67 –0.28
Tri-Cont Pfd .625 4.5 55.78 –0.49
TritonIntlPfdA .5313 7.5 28.24 0.29
TritonIntlPfdB .50 7.2 27.85 0.19
TritonIntlPfdC .4609 6.8 27.20 –0.41
TritonIntlPfdD .4297 6.5 26.64 –0.07
TruistFinlPfdO .3281 4.8 27.56 –0.50
TruistFinPfdH .3516 5.6 24.98 –0.36
TruistFinPfdI .2556 3.9 26.14 –0.37
TruistFinlPfdR .2969 4.6 26.04 –0.90
TsakosEnergyPfdD .5469 8.8 24.92 0.09
TsakosEnergyPfdE .5781 9.2 25.09 0.01
TsakosEnergyPfdF .5938 9.6 24.76 0.11
TwoHarborsPfdA .5078 7.9 25.76 –0.04
TwoHarborsPfdB .4766 7.7 24.78 –0.17
TwoHarborsPfdC .4531 7.4 24.36 –0.34
UMH PropPfdC .4219 6.6 25.69 –0.49
UMH PropPfdD .3984 6.2 25.59 –0.40
US BancorpPfdA 8.75 3.8 931.00 –2.17
US BancorpPfdB .2188 3.6 24.31 –0.17
US BancorpPfdF .4063 6.2 26.06 –0.03
US BancorpPfdK .3438 4.9 27.97 –0.08
US BancorpPfdL .2344 3.9 23.95 –0.50
US BancorpPfdM .2028 4.0 24.88 –0.15
USCellularNts2069 .3906 5.9 26.65 –0.18
USCellularNts60 .4344 6.8 25.47 –0.06
USCellularNts64 .4531 7.1 25.54 –0.14
USCellular5.5%SrNt .3438 5.4 25.29 –0.60
UnumNts061558 .3906 5.8 26.76 –0.13
Urstadt Pfd H .3906 6.0 26.19 –0.23
Urstadt Pfd K .3672 5.7 25.76 –0.27
VEREIT Pfd F .1396 6.6 25.25 –0.31
VirtusAllCvPfdA .3516 5.3 26.50 ...
VirtusAllCvPfdA .3438 5.3 26.03 –0.12
VornadoPfdK .3562 5.6 25.45 –0.30
VornadoPfdL .3375 5.3 25.40 –0.37
VornadoPfdN .3281 5.0 26.51 –0.24
VornadoPfdM .3281 5.0 26.29 –0.22
VoyaFinlPfdB .3344 4.7 28.71 –0.10
W.R.BerkleyDeb59 .3187 4.8 26.40 –0.36
WRBerkleyDeb2056 .3594 5.7 25.32 –0.01
WRBerkleyDeb58 .3562 5.3 26.77 –0.62
WRBerkleyDeb60 .2656 4.2 25.22 –0.23
W.R.BerkleyDeb61 .2578 4.0 25.48 –0.39
WashingtonPrmPfH .4688 40.8 4.60 –2.08
WashingtonPrmPfI .4297 39.4 4.36 –1.91
WebsterFinlPfdF .3281 5.1 25.75 –0.16
WellsFargoPfdN .325 5.1 25.34 –0.52
WellsFargoPfdA .4141 5.8 28.73 –0.35
WellsFargoPfdA .3438 5.4 25.56 –0.12
WellsFargoPfdAA .2937 4.6 25.35 –0.34
WellsFargoPfdACC .1337 4.4 24.79 –0.31
WellsFargoPfdAY .3516 5.4 26.20 –0.08
WellsFargoPfdAZ .2969 4.7 25.54 –0.30
WellsFargoPfdQ .3656 5.5 26.84 –0.25
WellsFargoPfdO .3203 5.0 25.74 –0.16
WellsFargoPfdL 18.75 5.2 1456.19 –26.51
WescoPfdA .6641 8.3 32.04 –0.08
WesternAllianDeb .3906 6.1 25.45 –0.02
XAIOctagonPfd ... 25.74 0.03
May 17, 2021 BARRON’S M27

Complete FOREIGN EXCHANGE LIST: Page M38 Foreign Markets Key Cross Rates $1=€.8233, ¥109.35, £.7094

Europe GLOBAL STOCK MARKETS Asia

Heavy Metal: Copper and iron prices pulled In Local Currencies 1
In U.S. Dollars Tech Island: Taiwan’s stocks sank amid Covid
down miners, and London’s market. Week's Week's concerns, tech’s selloff and margin calls.
Index % Chg. 5/14 52-wk Range % Chg. 5/14 52-wk Range
-0.63% S&P Europe BMI The World –1.3 2202.5 2232.1– 1552.6 –1.4 2938.6 2979.4– 2008.4 -2.81% S&P Pan Asia BMI
E.A.F.E.2 –1.2 1271.7 1290.6– 963.0 –1.4 2292.2 2336.2– 1594.7
Spain 1.15 Australia –0.7 1386.9 1416.6– 1059.9 –1.6 962.2 995.2– 607.1 Indonesia 0.26
Austria 4.2 620.1 620.1– 343.5 4.2 1421.5 1421.5– 739.0
Belgium 0.88 Belgium 1.0 989.1 989.1– 737.4 0.9 1487.5 1487.5– 995.8 -0.24 Philippines
Canada –0.3 2434.9 2441.6– 1852.0 0.2 2176.0 2176.0– 1422.6
Italy 0.68 Denmark –2.2 12752.2 13082.1– 9752.6 –2.2 15605.4 15963.3– 10613.3 -0.71 India
Finland –1.6 819.7 832.9– 605.4 –1.7 659.8 670.8– 434.5
Greece 0.25 France –0.1 2299.9 2303.0– 1560.0 –0.2 2358.7 2366.3– 1426.5 -0.74 Malaysia
Germany –0.4 1104.7 1131.4– 795.4 –0.5 2507.4 2535.5– 1609.8
-0.09 France Greece 4.2 44.9 44.9– 30.9 4.1 20.2 20.2– 13.3 -0.84 Australia
Hong Kong –1.7 18571.4 19150.6– 13252.0 –1.7 13280.2 13715.3– 9493.9
-0.63 Germany Ireland –3.8 273.1 285.3– 194.8 –3.9 252.7 263.0– 160.7 -1.80 South Korea
Italy 0.8 792.2 793.1– 543.4 0.7 310.3 311.3– 189.8
-0.69 Switzerland Japan –2.6 1149.2 1223.4– 876.4 –3.3 3786.5 4122.5– 2945.2 -2.13 Thailand
Netherlands –2.9 2492.5 2598.2– 1647.4 –2.9 4952.4 5132.2– 2929.7
-1.07 U.K. New Zealand –3.9 171.8 206.0– 169.8 –4.3 188.9 226.8– 164.7 -2.15 Hong Kong
Norway –1.0 3122.8 3161.1– 2431.7 –1.2 2705.8 2739.2– 1692.9
-1.35 Finland Portugal3 0 98.4 107.6– 82.9 0 78.2 86.4– 60.8 -2.64 Japan
Singapore –4.7 1607.7 1698.9– 1281.2 –5.2 3710.4 3941.2– 2886.5
-1.49 Sweden Spain 1.3 886.0 886.0– 622.2 1.3 452.3 452.3– 283.5 -2.81 China
Sweden –0.5 18040.2 18439.7– 11750.1 –0.7 11181.8 11298.8– 6159.7
-2.25 Norway Switzerland –0.6 1484.0 1506.9– 1285.5 –0.7 7059.2 7105.6– 5679.1 -4.92 New Zealand
U.K. –0.9 1983.0 2001.9– 1561.4 –0.1 1164.2 1179.6– 831.8
-2.31 Denmark U.S.A. –1.4 4035.5 4094.3– 2741.8 –1.4 4035.5 4094.3– 2741.8 -5.86 Singapore
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
-2.86 Netherlands -8.44 Taiwan
Source: Morgan Stanley Capital International Perspective, Geneva.
Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices

KEY FOREIGN STOCK MARKET INDEXES S&P Global Broad Market Indices
S&P Global S&P Global SP Global Point
Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date Indexes, Indexes, Indexes, Chg. % Chg.
Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg. Region/ Local Curr. Wkly U.S. $ Wkly U.S. $ on From From
Country 05/14/21 % Chg. 05/14/21 % Chg. 12/31/20 12/31/20 12/31/20
Amsterdam AEX 703.33 –2.10 +78.72+12.60 Mexico City IPC 49219 –0.06 +5152.38+11.69 Americas 457.89 — 1.41 413.23 44.66 10.81
Brazil 1201.61 — 0.69 257.67 — 1.70 260.65 — 2.98 — 1.14
Athens General 907.08 +1.12 +98.09+12.12 Milan FTSE All Share 26817 –0.49 +2614.67+10.80 Canada 597.99 — 0.60 628.14 — 0.16 535.57 92.57 17.29
Chile 314.63 — 1.11 196.25 — 2.39 179.61 16.64 9.27
Bangkok SET 1549.48 –2.24 +100.13 +6.91 Moscow RTS 1548.93 –1.81 +161.47+11.64 Mexico 823.22 — 0.02 334.75 0.20 299.89 34.86 11.62
U.S. 43368.26 — 1.50 43368.26 — 1.50 39219.62 4148.64 10.58
Bombay Sensex 48732 –0.96 +981.21 +2.05 Oslo Composite 1153.81 –2.01 +106.22+10.14 Latin America 262.39 — 0.90 258.38 4.00 1.55
Europe 469.92 — 0.70 427.18 42.74 10.01
Brussels Bel-20 4066.49 +0.55 +445.21+12.29 Paris CAC 6385.14 –0.01 +833.73+15.02 Austria 333.24 1.82 335.61 1.75 283.22 52.39 18.50
Belgium 368.09 0.88 370.71 0.81 341.04 29.67 8.70
Santiago Selective 3085.50 –1.12 +227.89 +7.97 Denmark 2510.66 — 2.31 2564.95 — 2.39 2493.20 71.75 2.88
Buenos Aires Merval 54850 +6.67 +3623.57 +7.07
Finland 1717.86 — 1.35 1730.08 — 1.42 1570.81 159.27 10.14
Sao Paulo Bovespa 121880 –0.13 +2863.58 +2.41 France 471.75 — 0.09 475.11 — 0.16 420.20 54.90 13.07
Copenhagen OMX 20 1524.70 –2.13 +59.52 +4.06
Germany 540.16 — 0.63 544.00 — 0.70 503.68 40.32 8.01
Seoul Composite 3153.32 –1.37 +279.85 +9.74 Greece 21.80 0.25 24.03 0.18 20.52 3.51 17.09
Dublin ISEQ 7998.60 –4.05 +622.27 +8.44
Ireland 807.76 — 2.21 813.51 — 2.28 734.58 78.94 10.75
Shanghai Composite 3490.38 +2.09 +17.31 +0.50 Italy 246.23 0.68 247.98 0.61 223.18 24.80 11.11
EURO STOXX SXXE 444.69 –0.49 +47.13+11.85
Netherlands 900.58 — 2.86 906.99 — 2.92 792.39 114.60 14.46
Shenzhen B Share Idx 1153.58 +1.64 +66.86 +6.15 Norway 680.85 — 2.25 577.56 — 2.42 515.56 62.00 12.03
EURO STOXX 50 SXSE 4017.44 –0.42 +464.80+13.08
Portugal 64.68 — 0.43 71.29 — 0.50 72.32 — 1.03 — 1.42
Singapore FTSE STI 3055.02 –4.54 +211.21 +7.43 Russia 2613.30 — 1.28 280.64 — 1.47 253.04 27.60 10.91
Frankfurt DAX 15416 +0.11 +1697.86+12.38 Spain 408.49 1.15 411.39 1.08 369.58 41.82 11.32
Stockholm OMXS 899.12 –1.17 +130.74+17.02 Sweden 1719.66 — 1.49 1452.74 — 1.71 1292.17 160.57 12.43
Helsinki OMHX 11977 –1.41 +1105.44+10.17 Switzerland 655.81 — 0.69 1059.91 — 0.70 1038.06 21.85 2.11
STOXX Europe 50 SXSP 3442.79 –0.03 +334.49+10.76 United Kingdom 286.84 — 1.07 267.62 — 0.30 237.05 30.56 12.89
Hong Kong Hang Seng 28027 –2.04 +796.44 +2.92 South Africa 969.45 — 3.05 334.76 — 3.38 294.27 40.49 13.76
STOXX Europe 600 SXXP 442.53 –0.54 +43.50+10.90 Pacific Region 282.58 — 3.26 279.81 2.77 0.99
Istanbul IMKB 1441.33 ... –35.39 –2.40 Australia 507.77 — 0.84 572.67 — 1.76 532.40 40.28 7.57
Sydney S&P/ASX 200 7014.20 –0.94 +427.10 +6.48
China 591.46 — 2.81 725.93 — 2.85 755.42 — 29.48 — 3.90
Jakarta Composite 5938.35 +0.17 –40.72 –0.68 Hong Kong 554.38 — 2.15 553.45 — 2.15 501.50 51.95 10.36
Taipel Weighted 15827 –8.43 +1094.56 +7.43
India 1467.98 — 0.71 786.82 — 0.41 722.88 63.94 8.84
Johannesburg All Share 66598 –2.80 +7189.45+12.10 Japan 147.92 — 2.64 168.76 — 3.42 171.41 — 2.65 — 1.54
Tel Aviv 125 Index 1711.01 –0.62 +142.92 +9.11
Malaysia 244.11 — 0.74 154.89 — 1.07 163.45 — 8.56 — 5.24
Kuala Lumpur Composite 1582.52 –0.31 –44.69 –2.75 New Zealand 396.18 — 4.92 558.55 — 5.37 620.97 — 62.42 — 10.05
Tokyo Nikkei-225 28084 –4.34 +640.30 +2.33
Philippines 322.69 — 0.24 269.28 — 0.09 303.05 — 33.77 — 11.14
LISBON PSI 3775.42 –0.72 –24.28 –0.64 Singapore 205.29 — 5.86 249.96 — 6.21 236.37 13.59 5.75
Toronto S&P/TSX 19366 –0.54 +1933.33+11.09
South Korea 1203.86 — 1.80 1807.91 — 2.43 1762.81 45.10 2.56
London FTSE - 100 7043.61 –1.21 +583.09 +9.03 Taiwan 158.03 — 8.44 184.19 — 8.83 170.46 13.72 8.05
Vienna ATX 3422.46 +2.75 +642.02+23.09
Thailand 338.68 — 2.13 519.56 — 2.75 514.57 4.99 0.97
Euro Zone 176.37 — 0.57 158.66 17.71 11.16
Madrid IBEX 35 9145.60 +0.95 +1071.90+13.28 Wellington S&P/NZX 50 12367 –2.84 –723.78 –5.53
Europe Developed (ex U.K.) 626.92 — 0.82 574.46 52.46 9.13
Europe (Nordic) 1409.36 — 1.92 1288.10 121.26 9.41
Manila Composite 6269.36 +0.17 –870.35–12.19 Zurich Swiss 11120 –0.47 +417.26 +3.90
Pacific (ex. Japan) 399.17 — 3.17 390.05 9.11 2.34
World (ex US) 248.46 — 1.93 234.84 13.62 5.80
Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily S&P Global Broad Market Indices 346.82 — 1.68 319.69 27.13 8.49
that of the week of publication. GLOBAL DOW 4029.37 — 0.73 3488.15 541.23 15.52
s2021 S&P Dow Jones Indices. All Rights Reserved.
M28 BARRON’S May 17, 2021

Mutual Funds Data provided by

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. CASH TRACK NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret.
OneChoice2035 17.75 -0.16 5.2 33.5 RltyIncA p 17.55 -0.20 14.9 47.1 TotRtA p 17.09 -0.13 8.6 23.3
A OneChoiceRet 14.05
SDIPB 11.09
-0.09
0.01
4.2
3.4
27.6
13.9 Green River: Investors slipped some cash to equity funds, raising the last month’s average
RltyIncI
RltyShs n
18.66
70.26
-0.22 15.0 48.2
-1.00 15.6 48.4
TxIntA p
TxUSA p
12.53
12.40
-0.01 1.5 16.4
0.00 2.4 20.9
AAM: SmCapVal 11.58 -0.12 32.9 59.7 Colorado BondShares: Deutsche DWS:
B&GIncGroClI 22.96 -0.14 11.2 45.5 Ultra 81.97 -2.38 3.3 93.1 weekly inflow to $5.7 billion. Inflows edged up to $14.3 billion at taxable-bond funds, while ColoradoBdShs 9.41 0.00 2.5 17.7 CapGrth p 112.96 -2.41 3.2 78.3
AB Funds: American Century Ins: Columbia Class A: CapGrth n 114.63 -2.43 3.3 79.6
AlBeGblBndFdClZ p 8.46 -0.02 -2.0 12.1 CAIntTf 12.25 -0.01 0.6 13.5 muni-fund inflows stayed flat at $2 billion. Money-market fund flows rose to $12.9 billion. AcornA t 12.47 -0.40 -1.7 41.3 CoreEq n 33.96 -0.39 11.1 53.0
AllMktRtrn1 9.84 -0.16 17.1 15.4 American Century Inv: AMTTEBd 17.01 -0.02 1.3 16.7 EqDivA 57.74 0.03 14.4 32.1
CapFdInc.LCapGow 88.10 -1.65 6.7 84.8 Balanced n 21.67 -0.20 7.2 36.0 Equity Funds Municipal Bond Funds BalancedA t 52.27 -0.47 7.5 46.9 GblGrwS n 46.79 -1.03 2.5 36.3
DiscovValFd 26.49 -0.39 31.2 35.4 CaHYMu n 11.18 -0.01 1.9 17.3 25800 3200 BldrAggrsv 14.83 -0.20 9.4 38.0 GNMA S n 13.82 -0.03 -0.3 11.6
IntDurInstl 15.37 -0.06 -2.5 16.2 CAIntTF n 12.24 -0.02 0.5 12.7 BldrMod p 12.54 -0.12 5.2 29.9 HiIncA 4.84 -0.02 1.3 20.2
IntlStraEquPtZ 13.66 -0.24 7.1 9.2 DiscCoreVal n 43.85 -0.39 17.9 48.1 ConSec A 29.85 -0.72 -0.4 75.0 HiYldTx n 12.50 0.00 3.1 17.0
MuniIncmShares 12.75 0.00 4.2 25.3 DivBnd n 11.03 -0.04 -2.1 15.8 20100 2650 ContCoreA p 34.06 -0.43 12.6 65.0 MgdMuniA p 9.35 -0.01 0.9 14.3
SmCapGrwPortZCl 83.78 -4.29 -0.7 85.9 EmgMkt nr 14.65 -0.50 -0.6 22.0 DisplCoreA p 14.86 -0.18 14.9 50.9 MgdMuniS n 9.36 -0.02 1.0 15.0
AB Funds - A: EqGro n 36.07 -0.46 13.6 49.1 DivIncA t 29.44 -0.14 14.6 51.1 S&P500S n 41.20 -0.56 11.6 61.0
BalWlthStrA p 17.16 -0.23 6.3 22.9 EqInc n 9.91 -0.02 10.2 33.1 DivOpptyA 40.05 -0.14 17.4 37.1 TechA 34.48 -0.79 4.4 90.3
GlobalBondA p 8.46 -0.03 -2.1 11.0 FocusDynamGrowth n 53.03 -2.01 -1.2 112.8
14400 2100 EqValA 14.52 -0.08 15.9 34.4 Diamond Hill Funds:
GrowthA p 106.23 -2.07 3.3 76.8 GinnieMae n 10.55 -0.02 -0.7 11.8 FocEqA t 23.86 -0.57 4.3 78.8 CorpCrI 11.76 -0.03 1.5 25.7
HighIncomeA p 7.99 -0.04 1.8 13.5 GlGold nr 13.84 0.07 5.8 59.9 GlobTech 65.20 -2.05 10.7 112.4 LgCapA pn 35.61 -0.44 17.1 54.8
LgCpGrA p 79.60 -1.49 6.6 83.0 Grwth n 48.42 -1.28 4.1 75.5 8700 1550 HiYldBd 12.04 -0.05 1.4 21.1 LgCapI 35.83 -0.43 17.2 56.1
MuCA A p 11.53 -0.01 1.1 14.4 Heritage n 25.64 -0.71 -0.9 73.3 IncmBldr t 13.41 -0.05 4.2 27.8 LgCapY 35.86 -0.44 17.2 56.6
NtlMuA p 10.74 -0.01 1.1 14.7 InfAdjBd n 12.84 0.01 1.5 19.3 LgCpGrowA t 55.55 -1.19 7.4 75.7 LongShortI 30.69 -0.10 15.5 33.7
RelatValA p 6.89 -0.04 20.5 42.4 Intl Gr n 15.63 NA NA NA 3000 1000 LgCpIdx pn 62.67 -0.86 11.6 59.5 SmMidCapI 28.61 -0.08 24.8 39.2
SmCpGroA p 73.73 -3.78 -0.8 84.0 IntlOppt n 13.60 -0.50 0.8 25.4 Mar Apr May Mar Apr May LgCpVl A 17.42 -0.07 18.7 46.3 Dimensional Fds:
SmMdCpGrA p 13.70 -0.56 -2.1 65.9 IntTF n 11.89 -0.01 1.0 14.8 LiGoBalA p 14.00 -0.16 7.2 34.1 2TGlFxd 9.95 0.00 0.1 5.8
SustGlblThemGrA p 167.35 -5.12 5.1 66.4 FocLgCapVal n 12.48 0.00 13.6 35.9 MdCpIndxA pn 19.36 -0.33 18.3 45.6 5GlbFxdInc 10.92 -0.01 0.3 8.3
AB Funds - ADV: MdCapVal n 20.21 -0.15 19.0 36.0 Money Market Funds Taxable Bond Funds MidCapGthA t 27.24 -0.75 1.0 64.0 CAIntrTrmMuniBd 10.81 -0.01 -0.3 8.4
ConGroAdv 57.07 -0.79 12.4 80.2 OneChAgg n 18.38 -0.23 7.2 40.6 34500 18400 SelgComuInfoA 116.14 -3.67 11.3 112.3 CASTMuniBd 10.28 0.00 0.1 3.4
GlbBd 8.45 -0.03 -2.1 11.8 OneChCon n 15.36 -0.11 4.5 29.0 SelMidCpValA 13.95 -0.17 20.5 46.6 Cont 34.33 -0.34 13.9 29.1
HiIncmAdv 8.01 -0.03 2.0 14.5 OneChMod n 17.63 -0.17 6.1 35.7 SmCapGthA t 29.16 -1.13 -2.4 116.8 DFARlEst 42.94 -0.51 14.7 42.1
IntlSmCapPtADV 13.28 -0.34 10.8 13.6 OneChoice2025 n 15.74 -0.11 4.4 28.3 SmCpIdxA pn 30.48 -0.43 21.2 42.3 EmgMkt 34.37 -0.90 5.3 19.5
IntlStraEquPtADV 13.64 -0.24 7.1 9.3 OneChoice2035 n 17.72 -0.17 5.1 32.6 24500 12600 StratIncA 25.20 -0.03 1.3 19.1 EmgMktSoCoEq 16.62 -0.49 5.9 19.1
IntlStrgCore 13.31 -0.15 5.0 14.5 OneChoiceRet n 14.05 -0.09 4.1 27.0 TaxEA 13.65 -0.02 1.4 14.3 EmgMktVa 31.96 -0.79 11.8 7.2
LgCpGrAdv 88.30 -1.66 6.7 84.3 Select n 105.77 -2.57 4.8 74.7 TechA p 59.84 -1.84 2.3 90.8 EmMktCorEq 25.85 -0.67 6.6 19.3
NationalPtf 10.74 -0.02 1.2 15.6 SmCapGrowth n 24.85 -0.72 1.1 82.9 ThermoA 19.20 -0.08 4.9 55.7 EmMktSmCp 25.53 -0.69 10.4 19.5
SelectUSLgShrt 15.13 -0.13 9.3 35.9 SmCpVal n 11.45 -0.12 32.9 58.9 14500 6800 TotReBdA t 37.73 -0.12 -0.4 23.9 Fixd 10.30 0.00 0.0 4.7
SmCapCorePortADV 15.40 -0.31 17.2 36.1 Sustain Equity n 42.49 -0.71 10.5 62.2 Columbia Class Adv: GblAll60 40Inst 22.08 -0.20 8.4 32.7
SmMdCpGr 15.15 -0.61 -2.1 67.1 Ultra n 78.39 -2.29 3.2 91.9 ContCore p 35.13 -0.44 12.7 66.3 GlAll25 75Inst 14.93 -0.06 3.5 19.4
SmMidCpValAdv 27.49 -0.41 31.2 35.1 Value n 9.90 -0.04 21.2 38.9 DivIncom 30.00 -0.15 14.7 52.2 GlEqInst 31.30 -0.42 14.2 42.6
GlRESec 12.05 -0.17 12.1 30.2
SustGlbThemAdv 179.75 -5.48 5.2 67.7 American Century R6: 4500 1000 Columbia Class C:
InfProtSec 13.38 0.00 1.3 23.1
TxMgdWlthAppAdv 20.42 -0.33 10.8 38.1 AmCentUltraFdR6 82.35 -2.40 3.4 93.9 Balanced 52.07 -0.48 7.2 43.6
WlthApprStr 20.80 -0.33 11.1 39.1 EmgMkt 15.01 -0.51 -0.4 23.3 Mar Apr May Mar Apr May ContCore p 30.08 -0.39 12.3 61.4 IntGvFxdInc 12.85 -0.05 -3.7 16.8
AB Funds - C: EqInc 9.94 -0.02 10.4 34.5 DivInc t 28.44 -0.15 14.2 47.7 IntlCoreEq 16.26 -0.21 11.8 18.2
LgCpGrC t 55.40 -1.05 6.3 78.9 Growth 49.62 -1.31 4.2 77.4 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI Columbia Class I: IntlREst 4.87 -0.09 7.3 11.6
AB Funds - I: MdCapVal 20.23 -0.16 19.2 37.4 Acorn I n 16.32 -0.53 -1.7 42.3 IntlSustCore1 13.26 -0.16 9.7 25.9
AcornIntl I n 35.86 -1.22 4.0 26.0 IntlVal 19.90 -0.05 18.0 6.9
GlbBd 8.45 -0.03 -2.1 11.8 OCP2025 11.73 -0.09 4.5 29.6 IntlVectorEq 14.40 -0.19 13.6 15.2
LgCpGroI 87.73 -1.65 6.7 84.3 OCP2030 12.70 -0.11 4.8 31.7 AltBeta I 29.98 -0.14 0.8 -16.4
Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Balanced I 52.16 -0.48 7.6 48.0 IntrLrgCpGroPor 16.71 -0.24 7.1 32.0
SmCpGroI 83.18 -4.26 -0.8 85.3 OCP2035 12.26 -0.11 5.2 34.1 IntSmCo 22.68 -0.36 11.9 19.6
Aberdeen Fds: OCPINRET 11.24 -0.08 4.2 28.2 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. ConSec I n 29.91 -0.72 -0.3 76.3
ContCore I 34.40 -0.43 12.7 66.4 IntSmVa 22.07 -0.20 15.5 6.7
EmMktEqty Inst 20.60 -0.54 1.4 36.7 SmCpVal 11.59 -0.12 33.1 60.6 MgdFutStrI 8.22 0.05 NA NA BlackRock Funds: ScTechOppInst 61.25 -2.57 -6.0 125.7 GrwthEquityInst 34.05 -0.67 2.5 79.9 IntTermMuni 10.52 -0.01 -0.4 10.0
UltStMuniIncInst 10.04 0.00 0.0 3.3 American Century Y: DivIncom I 29.48 -0.14 14.7 52.2 IntVaIII 17.04 -0.04 18.1 7.4
TMEmgMultStyle R 12.90 NA NA NA CoreBd A 9.82 -0.04 -2.7 17.0 StratIncOpptyIns 10.35 -0.04 0.7 15.7 SmallCapFndInst 30.21 -0.24 25.9 29.0 DivOppty tn 40.29 -0.13 17.5 38.0
USSmCapEq Inst 47.39 -0.60 14.1 61.9 HighIncome 9.76 -0.04 3.1 21.9 Aquila Funds: CoreBd Inst 9.81 -0.03 -2.6 17.9 StratMuniOppI 11.88 0.00 3.6 11.4 SmCapGrInv n 29.71 -0.87 2.8 63.8 ITExQual 11.43 -0.04 -3.8 22.5
Acadian Emerging Markets: IntTF 11.89 -0.01 1.1 15.6 GlbTechGw I 62.58 -1.93 2.4 92.2 LgCo 31.34 -0.43 11.7 61.6
HI TF A 11.51 -0.02 -0.2 9.6 CoreBd K 9.84 -0.03 -2.5 18.0 TotRet 11.87 -0.05 -2.4 18.4 BrownSmCoInv n: IntmMunBd I 10.58 -0.01 0.7 13.6
AcadnEm Inv n 24.45 -0.80 8.3 15.2 American Funds Cl A: ArbitrageI : CreStraInc Inst 10.60 -0.02 1.4 19.7 WorldInc 6.31 -0.03 -0.8 17.0 BrownSmCoInv n 117.80 -2.94 -11.7 43.4 LgCpIntl 27.45 -0.27 10.1 21.8
AIG Funds: 2010TarRetA p 12.32 -0.06 4.9 26.2 LgCapGr 14.58 -0.40 -2.8 69.4 SclCrEqInst 15.65 -0.21 12.3 17.8
ArbitrageI 13.56 -0.01 NA NA HiYBlk 7.83 -0.02 2.2 20.9 BMO Funds: Buffalo Funds: LgCpGrow I n 58.78 -1.25 7.6 77.0
FDivStII t 17.55 -0.04 13.0 18.6 2015TarRetA p 13.15 -0.07 5.3 28.3 Ariel Investments: HiYInvA 7.82 -0.03 2.0 19.4 CorePlBdI 12.16 -0.05 -1.9 17.5 DiscFd n 30.54 -0.91 1.8 60.7 SelHdgGlFxd 9.81 -0.01 0.1 9.3
Akre Funds: 2020TarRetA p 14.48 -0.09 5.3 29.5 LgCpIdx I n 63.15 -0.86 11.7 60.7 STExQual 11.01 0.00 0.1 9.0
ApprecInv pn 54.19 -0.41 25.1 41.7 HiYldBd Inst 7.82 -0.03 2.2 20.5 IntrTaxFree I 11.63 -0.02 1.2 13.9 SmCap n 21.49 -1.23 3.2 106.2 MdCpIdx I n 19.26 -0.34 18.4 46.6
AkreFocusInst 59.64 -1.06 8.3 74.0 2025TarRetA p 16.22 -0.13 5.4 33.3 Ariel Inv pn 87.43 -0.79 29.3 50.2 InflProtBdInst 11.96 -0.01 1.5 21.8 UltrShtTxFrI 10.10 -0.01 0.2 4.3 STGov 10.52 -0.01 -0.4 4.7
AkreFocusRtl 57.94 -1.03 8.2 72.6 2030TarRetA p 17.82 -0.17 6.1 36.4 MidCapGth I 30.37 -0.83 1.1 65.2
Alger Funds A:
CapApr 33.86 -0.84 2.8 75.9
2035TarRetA p 19.10
2040TarRetA p 19.97
-0.23
-0.28
7.0
7.5
41.7
44.1
Aristotle Value:
Equity Fund n 19.31 -0.20 14.7 53.1
LDurBlk
LowDurBdA
9.76
9.76
-0.01
-0.01
0.5
0.3
10.2
9.3
BNY Mellon:
SCMultiStrM 25.61 -0.74 8.4 48.0 C SelComunInfo tn 130.89
SelLCVal pn 32.97
-4.14
-0.30
11.4
23.1
113.9
48.1
STMuniBd
TAUSCoreEq2 26.49
10.17 0.00
-0.33
0.0
15.5
3.6
53.7
Artisan Funds: LowDurI Inst 9.77 0.00 0.5 10.2 BNY Mellon Funds: TAWldexUSCr 26.43 -0.46 10.6 18.0
SpectraN 28.67 -1.13 -2.7 67.1 2045TarRetA p 20.45 -0.30 7.6 44.9 BlackRock Funds A: Aprec pn 43.25 -0.45 10.3 71.1 Calamos Funds: SelMdCpVal I p pn 14.00 -0.17 20.6 47.7 TM IntVa 33.82 -0.14 16.6 6.6
Alger Funds I: 2050TarRetA p 20.13 -0.32 7.5 45.3 GblOppInst 37.31 NA NA NA ConvI 21.94 -0.50 -1.0 68.1 SmCapGth I 31.72 -1.24 -2.3 118.3
GblOppInv n 36.59 -0.91 NA NA AdvLCGrwA 21.79 -0.44 5.4 70.9 CA AMTMuBdZ nr 15.17 -0.05 0.5 13.0 TM US Sm 58.44 -0.73 22.5 39.7
CapAppr I-2 103.45 -2.54 3.5 79.2 AmcpA p 42.27 -0.83 8.1 51.3 AdvLgCapCore p 21.62 -0.29 12.4 57.3 Dr500In tn 58.98 -0.81 11.6 59.4 EWGrI 22.59 -0.83 -0.8 50.1 SmCpIdx I n 30.74 -0.43 21.3 43.4 TM USTgtVal 46.43 -0.34 30.8 34.4
Alger Funds Inst: AMutlA p 50.65 -0.21 14.0 41.4 Intl Inv n 36.32 -0.31 NA NA Gr&IncA p 44.19 -0.73 8.4 55.1 StratInc I 24.74 -0.03 1.4 19.9
IntlInst 36.53 -0.31 NA NA BalCapFd 27.50 -0.28 5.3 39.4 Dreyf n 15.54 -0.27 8.1 65.4 TMMktwdVa 38.86 -0.20 21.0 39.2
CapApprI 42.96 -1.06 2.8 75.7 BalA p 32.51 -0.23 8.0 38.1 BasicVal 22.47 -0.10 20.7 39.3 DreyMid r Inv nr 39.25 -0.69 18.3 45.5 Gr&IncI 42.21 -0.70 8.5 56.3 TaxEZ n 13.66 -0.01 1.5 15.1 TMMttVa2 35.98 -0.19 21.0 39.8
Allianz Fds Admin: BondA p 13.41 -0.06 -2.3 19.5 IntlVal Inst 45.56 -0.30 NA NA GrowthA p 38.63 -1.10 3.8 59.7 Thermostat I n 18.91 -0.07 5.0 57.0
IntlVal Inv n 45.40 -0.30 NA NA CAInsMuni 13.02 0.00 2.8 10.8 FloRtIncY 11.44 0.01 2.4 10.4 TMUSEq 45.74 -0.66 11.3 61.3
RCMTechI 92.52 -2.56 -2.4 94.3 CapIBA p 68.62 -0.36 9.6 25.1 CapAppr 38.03 -1.01 3.9 74.5 GblRealRtY 17.25 -0.08 4.0 28.4 MktNeutA p 14.35 -0.04 1.9 13.0 TotReBd I 37.76 -0.11 -0.3 24.9 US CoreEq1 33.97 -0.42 14.8 56.1
Allianz Funds A: CapWA p 20.80 -0.08 -3.1 13.8 MidCapInst 54.36 -1.29 NA NA MktNeutI 14.17 -0.04 2.0 13.8 Columbia Class I2:
MidCapInv n 46.86 -1.10 NA NA EqtyDivd p 23.97 -0.09 18.9 43.5 GlbStkI 27.27 -0.36 4.8 53.7 US CoreEq2 31.30 -0.37 16.4 54.4
RCMGrowthA 73.17 -2.03 4.1 81.0 CapWGrA 63.92 -1.07 8.0 35.0 GlblAlloc p 22.44 -0.47 4.0 35.8 GlFxIncI 22.48 -0.08 -1.9 14.4 Calvert Investments: ContCore I2 35.10 -0.44 12.8 66.8 US Micro 28.76 -0.29 25.9 38.5
RCMTech t 74.51 -2.07 -2.5 92.3 EupacA p 70.56 -1.65 1.8 32.5 MidCapVal Inv n 23.68 -0.25 NA NA Bal A 41.57 -0.45 5.7 45.9 DivIncom 29.97 -0.15 14.7 52.5
SmCpInv n 46.26 -2.22 NA NA HlthScOp p 76.37 -0.78 3.4 60.3 HYldI 6.14 -0.02 1.7 18.0 US Small 47.33 -0.49 23.5 41.5
AllianzGI: FdInvA p 76.64 -1.07 11.1 48.2 Interntnl t 23.43 -0.50 10.6 39.4 InstS&PStkIdx I 75.19 -1.03 11.7 60.9 Eq A p 72.29 -1.15 8.3 83.9 MidCapIndx 19.75 -0.35 18.4 46.7 US SmCpVal 46.58 -0.04 35.6 35.3
MidCpValA 35.56 -0.39 15.9 29.4 GBalA p 38.92 -0.42 4.5 25.0 Ashmore Funds: LCCoreReIdxA t 36.77 -0.57 9.7 70.5 SmCapIndx 31.53 -0.45 21.3 43.4
EmgMktTRInst 7.28 NA NA NA LgCp Focus Gr 6.76 -0.20 0.7 76.7 Interm n 13.93 -0.04 0.3 13.7 US TgdVal 31.51 -0.18 34.0 39.3
Amana Income: GovtA p 14.04 -0.05 -2.2 15.9 MdCpGrA 38.02 -1.28 0.3 83.8 IntlStkI 25.31 -0.30 3.5 44.0 Carillon Eagle: Columbia Class I3: USLCpGr 30.08 -0.43 8.7 65.3
AmanaIncm n 61.63 -0.26 9.3 51.8 GwthA p 70.67 -1.79 4.6 66.6 Ave Maria Funds: MdCpGrA p 89.58 -1.93 -0.6 63.3 Balanced I3 52.74 -0.48 7.7 48.4
Growth pn 46.90 -0.80 9.8 65.2 MultiAstIncome 11.46 -0.07 4.1 21.6 IntlStkY 25.01 -0.29 3.5 44.1 USLgVa 46.15 -0.30 23.4 35.5
AmanaGrowth n: HI TrA p 10.39 -0.04 4.2 22.1 NatlMuni p 11.42 -0.01 0.9 13.4 MunBd nr 12.13 -0.03 1.0 15.3 Carillon Reams: Bond I3 35.47 -0.11 -0.9 20.7 USLgVaIII 31.09 -0.21 23.5 36.0
AmanaGrowth n 60.52 -0.64 7.7 88.0 HiInMuniA 16.90 0.01 3.1 19.1 RisingDivd n 22.61 -0.29 17.2 47.7 CoreBd I 12.65 -0.04 -2.9 25.0 ContCore I3 p 35.12 -0.45 12.8 67.0 USSmCpGr 26.37 -0.50 15.1 49.5
NYMUNIOPP 11.51 0.01 3.3 10.7 NewtonIntlEqY 25.11 -0.36 5.3 20.1 DivIncom 30.02 -0.14 14.7 52.8
Amer Beacon Insti: ICAA p 49.60 -0.58 12.0 46.1 CorePlBd I 34.59 -0.09 -2.7 26.5 USSoCoreEq2 23.28 -0.31 16.1 53.9
IntlInst
LgCapinst
20.45 -0.06
30.03 -0.20
11.4 11.1
22.2 42.7
IncoA p
IntBdA p
25.98
13.85
-0.09
-0.02
11.1
-0.7
32.3
13.9
B ScTechOppA 56.20
StratMuniOpp 11.88
-2.37
0.01
-6.1
3.6
124.1
10.6
NY Tax nr
ResrchGrA
15.21
20.66
-0.03
-0.59
1.0
1.2
13.7
78.9 UnconstrndBd I 13.01
Carillon Scout:
0.00 0.5 20.6 SelLgCpGr t
SmCpVal II p
16.05
21.67
-0.44
-0.31
-2.8
26.3
70.1
37.6
USSustCoreI 33.92
USVectorEq 25.46
-0.48
-0.26
13.8
23.3
65.3
42.3
StrtIncOpptyInvA 10.35 -0.03 0.5 14.7 ResrchGrZ n 21.23 -0.61 1.3 79.9 STBond 10.11 0.00 0.7 11.0
SmCpInst 31.59 -0.25 25.9 33.7 IntlGrIncA p 41.56 -0.62 8.8 25.2 Baird Funds: TotRet 11.88 -0.04 -2.5 17.2 SelMgrSmCpGroY 34.19 -1.08 5.3 60.3 MidCap I r 26.30 -0.48 11.3 50.6 WexUSGov 10.14 -0.09 -5.3 13.3
Amer Beacon Inv: LtdTEBdA 16.16 -0.02 0.1 10.6 AggBdInst 11.39 -0.04 -2.6 18.3 BlackRock Funds Blrk: SelMgrSmCpVaY 30.33 -0.48 20.5 49.9 CausewayInst : Columbia Funds: WrdEXUSTARGETVAL 15.60 -0.26 15.5 12.1
LgCapInv 27.07 -0.18 22.0 41.3 N PerA p 63.82 -1.39 5.5 63.1 CorBdInst 11.77 -0.04 -2.3 19.1 CapAppr 42.62 -1.13 4.0 76.4 SmCpStk r Inv nr 35.75 -0.50 21.4 42.6 CausewayInst 18.20 0.03 12.1 15.9 UltShortBd Inst3 9.05 0.00 0.2 6.4 Dodge & Cox:
American Century A: NEcoA p 60.54 -1.34 1.7 49.6 IntBdInst 11.49 -0.02 -1.2 16.2 BlackRock Funds C: SmMidCpGrI 35.70 -1.23 -8.3 86.1 CIBC Atlas: Commerce Funds: Balanced n 116.59 -0.52 16.6 43.0
EqIncA p 9.91 -0.02 10.1 32.2 NwWrldA 91.00 -1.91 3.5 41.4 QualIntMunBdInst 11.94 -0.02 -0.1 12.4 GlblAlloc t 19.91 -0.42 3.7 32.6 StratValA r 46.45 -0.36 22.1 41.4 DispEq Inst 29.08 -0.39 10.1 65.6 Bond n 20.66 -0.06 -1.6 16.7 GblStock n 15.95 -0.10 19.9 37.6
American Century G: SmCpA p 83.28 -2.52 4.7 62.9 ShtTBdInst 9.89 0.00 0.1 11.1 HlthScOp 65.37 -0.68 3.1 56.8 U.S.EqY 26.37 -0.42 7.1 54.7 ClearBridge: Community Capital Tr: Income n 14.25 -0.04 -1.6 19.5
GlBond 10.45 -0.02 -1.5 14.9 STBFA p 10.07 0.00 0.0 8.3 Baron Funds: MultiAstIncome 11.44 -0.07 3.8 18.9 WWGrA 71.12 -0.63 10.3 68.8 AggressGrowthA 188.37 -1.82 7.3 42.3 CRAQualInvFd 10.70 -0.02 -0.9 10.7 Intl Stk n 49.05 -0.28 12.2 14.8
InfAdjBd 12.84 0.00 1.6 21.0 STTxExBdA 10.32 -0.01 0.0 7.3 Asset n 112.23 -2.49 1.0 70.0 BlackRock Funds III: BNY Mellon Funds Tru: AggressGrowthI 219.92 -2.11 7.4 43.7 Credit Suisse Common: Stock n 240.24 -1.59 26.1 54.3
NT IntlGr 14.49 NA NA NA TECAA p 18.37 -0.03 0.9 14.7 GlobalAdv n 48.22 -2.23 -6.1 109.7 iShS&P500IdxK 494.44 -6.75 11.7 61.7 BondFd 12.98 -0.05 -2.1 17.0 AllCapValueA 15.50 0.00 22.9 29.0 ComdtyRet r 5.39 -0.11 17.7 6.8 Domini Funds:
NT MdCapVal 15.31 -0.12 19.5 40.0 TxExA p 13.65 -0.01 1.0 15.1 Growth n 108.96 -2.50 4.2 77.0 iShUSAggBdIdxK 10.52 -0.04 -2.8 16.3 EmgMkts 13.76 -0.48 6.7 17.2 AppreciationA 32.17 -0.30 11.4 59.7 Cullen Funds: Intl Eq Instit 9.06 -0.11 7.7 10.6
NTDvBnd 11.16 -0.04 -2.0 17.4 WshA p 57.64 -0.40 15.3 48.3 Opportunity n 39.23 -1.57 -2.0 138.8 BlackRock Funds Inst: IncomeStk 10.25 -0.06 21.1 37.5 AppreciationI 31.95 -0.29 11.6 61.1 HiDivEqI r 17.26 -0.05 18.1 30.5 US Equity Inv pn 31.87 -0.67 4.3 62.8
NTEmgMkt 14.94 -0.51 -0.2 26.9 AMG Funds: Partners n 156.79 -10.61 -4.5 204.8 AdvIntl Inst 19.57 -0.21 9.5 18.9 IntlFd 15.28 -0.16 8.3 15.3 AppreciationIS 32.07 -0.29 11.6 61.5 DoubleLine Funds:
NTEqGrp
NTGrwth
12.76 -0.16
21.39 -0.56
13.9
4.4
52.5
81.0
RRSmCapValI 16.16
AMG Managers Funds:
-0.17 18.4 44.8 SmallCap n
Baron Instl Shares:
38.07 -1.55 3.4 69.6 AdvLgCapCore 22.60
AdvSmCapInst 24.89
-0.30
-0.81
12.5
2.4
58.5
60.1
IntmBdFd
MCMultiStrM 23.27
12.94 -0.01
-0.33
-0.7
11.3
12.7
55.1
DividendStrat1 n 30.34
DividendStratA 30.32
-0.22
-0.21
12.9
12.8
54.1
52.9
D CoreFxdIncmI 11.09
CorFxdIncN n 11.08
-0.03
-0.03
-1.1
-1.2
14.4
13.6
NTHeritage 15.46 -0.41 -0.5 77.4 Brandywine I n 41.71 -0.59 6.6 61.6 AssetInst 117.58 -2.61 1.1 71.3 BalCapFd 27.64 -0.58 5.4 40.6 NtlIntmMuni 14.17 -0.02 0.5 14.5 DividendStratI 31.25 -0.23 12.9 54.2 Davenport: EmgMktIncmI 10.58 -0.04 0.8 17.2
NTHighInc 9.99 -0.04 3.7 23.0 GWKMBd I 12.46 -0.02 0.0 15.3 DiscoveryInst 35.79 -2.23 2.9 101.1 BasicVal 22.90 -0.10 20.8 40.5 NtlShTMuni 12.95 -0.01 0.2 6.3 LargeCapGrowthA 62.75 -1.11 4.3 66.7 Davenport Core n 33.09 -0.41 9.1 51.7 FlexibleIncomeI 9.71 0.00 2.6 13.1
NTIntlVal 10.84 -0.05 11.6 14.7 GWKSmCpCr I 35.09 -0.83 14.6 49.7 EmergingMktsInst 19.11 -0.31 0.3 26.0 CAInsMun 13.04 0.01 3.0 11.6 Boston Trust Walden: LargeCapGrowthI 70.84 -1.25 4.4 68.1 EqOpp n 25.62 -0.25 10.6 75.5 GlobalBondN 10.39 -0.06 -3.7 3.8
NTFocLgCapVal 13.37 0.00 14.2 39.6 TSIntlSC I 18.55 -0.60 0.3 6.5 GlobalAdvInst 49.12 -2.27 -6.0 111.3 CapAppr 42.24 -1.12 4.0 75.9 BostonBalanced 61.13 -0.46 8.6 43.6 LargeCapValueI 39.14 -0.14 18.6 49.4 Val&Incm n 20.04 -0.06 16.6 36.1 InfraIncomeI 10.50 -0.02 -0.2 16.4
SDIPB 11.11 0.01 3.4 15.4 TSSmCapGrFd Z 21.20 -0.42 2.7 70.6 GrowthInst 113.57 -2.59 4.3 78.4 EmgMkts 33.93 -0.87 6.2 45.4 Braddock Multi Strat: MidCapA 42.32 -0.68 14.1 53.8 Davis Funds A: LowDurBdI 9.98 0.00 0.6 8.8
Sustain Equity 42.75 -0.72 10.8 NS TSSmCpGrFd N n 20.17 -0.40 2.6 69.5 OpptortunityInst 41.32 -1.64 -1.9 140.6 EqtyDivd 24.07 -0.08 19.0 44.7 Income Fund 7.33 0.00 3.5 -19.1 SmallCapGrowthA 48.30 -2.00 4.6 72.8 NYVen A 37.53 -0.75 20.4 48.0 LowDurBdN n 9.97 0.00 0.5 8.0
American Century I: YachtmanFocFd I 21.32 -0.13 12.0 64.0 PartnersInst 161.59 -10.92 -4.4 207.2 FloRateIncPorIns 9.93 0.00 1.9 11.5 Bridge Builder Trust: SmallCapGrowthI 53.02 -2.18 4.7 74.1 Davis Funds C & Y: ShillerEnhCAPEI 20.82 -0.21 NA NA
CaHYMu 11.18 -0.01 1.9 18.0 YacktFocFd N n 21.38 -0.13 12.0 63.0 RealEstateInst 41.38 -0.78 14.9 94.1 LgCpFocusGwth 7.42 -0.22 0.8 78.0 CoreBond 10.45 -0.04 -2.4 21.1 SmallCapGrowthIS 53.94 -2.22 4.7 74.8 NYVenY 38.68 -0.77 20.5 49.1 ShillerEnhCAPEN n 20.81 NA NA NA
DivBnd 11.03 -0.04 -2.0 16.5 YacktmanFd I 24.16 -0.19 13.6 59.5 SmallCapInst 40.32 -1.64 3.5 70.9 GlblAlloc 22.63 -0.47 4.1 36.9 CorePlusBond 10.33 -0.04 -1.8 20.2 Clipper: Del Invest Instl: TotRetBdI 10.53 -0.02 -0.6 12.6
EmgMkt 15.01 -0.51 -0.5 22.7 Angel Oak Funds Trst: BerkshireFocus n: GlobLg/ShrtCrIns 10.20 -0.01 2.7 11.7 Intl Eq 14.55 -0.14 8.9 29.8 ClipperFd n 158.92 -2.77 20.7 45.0 CorpBdI 6.29 -0.03 -3.2 25.3 TotRetBdN n 10.52 -0.02 -0.8 11.7
EqInc 9.93 -0.02 10.3 34.0 AglOkMtiStFdClIn 10.40 0.00 NA NA BerkshireFocus n 36.64 -2.19 -16.3 109.0 HlthScOp 80.77 -0.82 3.5 61.6 LargeCapGrowth 21.94 -0.46 6.7 80.7 Cohen & Steers: Value 25.00 -0.14 15.3 30.7 Driehaus Funds:
FocusDynamGrowth 53.63 -2.03 -1.1 114.1 AQR Funds: Bernstein Fds: HYMuni 10.45 0.02 4.7 22.3 LargeCapValue 17.49 -0.12 19.3 53.5 GlbRltyI 60.70 -0.88 11.7 30.8 Delaware Invest A: EmMktsGr n 48.99 -1.17 -0.2 33.8
Growth 49.59 -1.31 4.2 76.6 DivArbI 12.08 -0.06 NA NA Ca Mu n 14.67 -0.01 0.6 11.1 iShMSCIIntldx 15.93 -0.17 8.5 20.9 MunicipalBond 10.77 -0.01 0.9 14.9 InstlRlty 49.87 -0.70 15.6 56.8 Diver Inc p 9.19 -0.03 -1.9 19.9 Dupree Mutual Fds:
IntTF 11.89 -0.02 1.0 15.5 LgCapDefStyle I 28.82 -0.20 NA NA DivrMuni n 14.86 -0.02 0.8 12.6 MdCpGrEq 44.22 -1.49 0.4 85.2 S/MCapGrowth 17.75 -0.39 4.1 64.7 IntlRltyI r 12.68 -0.17 5.6 20.4 GroInA p 15.12 -0.01 16.2 30.7 KYTF n 8.01 -0.01 0.9 14.5
MdCapVal 20.23 -0.16 19.1 36.7 LgCapDefStyle R 28.79 NA NA NA EmMkts n 34.31 -1.00 5.4 15.4 MultiAstIncome 11.47 -0.07 4.2 22.4 S/MCapValue 15.78 -0.12 23.3 41.6 PrefSecIncmA 14.29 -0.04 0.9 22.2 OppA p 34.69 -0.49 21.6 33.9
OneChoice2025 15.74 -0.12
OneChoice2030 14.03 -0.11
4.4
4.9
29.0
31.3
LgCapMomStyle I 24.91
LgCpMultiStyle R 20.63
-0.60
NA
NA
NA
NA
NA
IntmDur n
NY Mun n
13.38
14.33
-0.05
-0.01
-2.6
1.0
15.2
11.2
NatlMuni
NYMUNIOPP 11.50
11.41 -0.01
0.01
1.0
3.4
14.3
11.5
Brown Advisory Funds:
GrowEqInv n 33.50 -0.66 2.5 79.2
PrefSecIncmC 14.20
PrefSecIncnI 14.33
-0.04
-0.04
0.7
1.1
19.8
23.3
SmCpValA p
SMIDCapGrA p
76.88
40.01
-1.08
-2.21
28.6
-9.6
32.6
113.2
E

About our Funds
The listings include the top 2500 open-end funds by assets. These funds value their portfolios daily and report net
asset va lues (the dollar amount of their holdings divided by the number of shares outstanding) to the National
Association of Securities Dealers. Total returns reflect both price changes and dividends; these figures assume that
all distributions are reinvested in the fund. Because Lipper is constantly updating its database, these returns may
differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last
reported closing price for the week. Footnotes: NA: not available. NE: performance excluded by Lipper editor. NN:
fund not tracked. NS: fund not in existence for whole period. e: ex capital gains distributions. f: previous day’s
quote. n: no front- or back-end sales charge. p: fund assets are used to pay marketing and distribution costs (12b-1
fees). r: fund levies redemption fee or back-end load. s: stock dividend or split of 25% or more. t: fund charges
12b-1 fees (for marketing and distribution) and a back-end load. v: capital-gains distribution may be a return of
capital. x: ex cash dividend. All data supplied by Lipper.
May 17, 2021 BARRON’S M29

Mutual Funds Data provided by

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.
Eaton Vance Class A: FIDZroExtMktIx n 13.54 -0.20 17.5 NS LmtdTrmBdFd 11.85 -0.02 -0.6 12.5 Idx2040 Premier 22.40 -0.39 7.9 NS Manager40 n 13.60 -0.13 3.0 28.9 DfAero nr 17.95 -0.37 9.3 17.3 FrkIntlGrthA 21.72 -0.55 1.0 48.4 HYMuni 10.63 -0.01 3.2 22.8
AtlCpSMID p 38.21 -0.35 15.9 56.6 FIDZroLgCpIx n 14.80 -0.21 10.0 NS MuniIncI r 10.86 -0.02 0.5 13.9 Idx2045 Premier 23.27 -0.39 7.9 NS Manager60 n 15.61 -0.19 5.3 35.9 Energy nr 32.29 -0.10 39.7 -28.6 FSmCoSer r 25.15 -0.41 9.2 16.5 Int 15.04 -0.23 9.4 13.8
DivBldrA 18.89 -0.21 11.6 54.2 Flex 500 Index 17.83 -0.24 11.7 61.8 MuniIncome 13.66 -0.02 1.4 17.3 Idx2050 Premier 23.30 -0.41 8.0 NS McpVl n 28.98 -0.24 26.6 33.3 FinSvc nr 13.20 -0.03 29.9 46.7 GoldPrM A p 25.79 -0.23 2.7 94.2 Muni 16.78 -0.02 1.8 15.7
FloatRt 9.08 0.00 1.8 9.3 FlexIntIdx 13.91 -0.20 7.2 22.0 NwInsghtI 39.61 -0.71 7.5 54.0 Income n 12.11 -0.08 1.1 20.0 MegaCpStk n 19.25 -0.19 19.5 61.2 Gold nr 30.43 0.30 3.1 62.9 GrOp A p 53.02 -1.53 -1.0 71.0 ShDuTF 10.84 -0.01 0.4 8.6
FltgRtAdvg p 10.53 0.00 2.5 10.7 FlexUSBdIdx 10.51 -0.05 -2.9 16.4 REIncmInst 12.79 -0.08 9.1 28.9 Income K 12.09 -0.07 1.1 20.2 MidCap n 45.33 -0.57 22.0 54.9 Health nr 31.60 -0.66 3.0 62.3 Growth A p 141.84 -2.46 4.7 66.3 SmCapVa 68.24 -0.98 22.8 30.7
Inc Bos 5.57 -0.03 1.8 17.7 Freedom2060K 14.89 -0.83 10.1 45.5 SmCapGrwI 35.08 -1.29 2.8 63.9 Fidelity Invest: MidCapEnIdx nr 19.73 -0.29 15.0 48.4 HlthCareSrvPt r nr 136.24 -3.60 13.6 67.3 LwDuToRt A 9.62 -0.01 0.8 9.4 Guggenheim Funds Tru:
LgCpVal 24.59 -0.16 17.4 45.0 GlexUSIdxInstPre n 15.62 -0.24 7.2 21.8 StrInI 12.79 -0.05 1.2 18.3 AdvSrsGroOpport 16.55 -0.64 1.3 153.7 MidCapStkK r 45.36 -0.57 22.0 55.4 Ind n 37.32 -0.56 8.5 32.8 RisDv A p 88.50 -0.67 10.6 57.3 FloRaStraFdInst 25.02 0.01 2.6 10.3
NatlMuniInc 10.40 -0.02 0.7 16.9 GrowthCompanyK6 19.94 -0.52 3.7 NS Total Bd 11.02 -0.04 -1.7 19.3 AggrInt n 28.25 -0.67 2.0 41.8 MIMun n 12.74 -0.02 0.6 15.5 ITSvs n 91.75 -2.35 1.4 76.4 SmCpGr A p 28.29 -1.07 3.4 71.0 MacOppFdClInstl 27.35 -0.03 1.1 15.4
ShDurGovIncFd 8.11 -0.01 0.4 5.6 HighIncome C 8.69 -0.04 1.1 NS Fidelity Advisor M: AilSectEq 12.31 -0.18 12.5 70.0 MNMun n 12.08 -0.02 -0.1 14.0 Leisr nr 18.72 -0.32 9.7 51.5 SmCpVal A p 63.67 -0.61 26.5 44.8 TotRtnBdFdClInst 28.63 -0.11 -2.5 19.3
ShDurStratIncFd 7.34 0.02 NA NA InflPrBdIndInsPr n 11.14 0.00 0.9 21.2 Balanced p 28.35 -0.38 7.5 50.8 AllCapInstl 63.73 -1.00 11.1 59.9 MtgSec n 11.47 -0.03 -0.8 13.1 Mat nr 104.04 -0.89 24.4 32.5 SmMCpGrA p 46.05 -1.41 -1.7 81.6 TotRtnBondFdClA 28.60 -0.12 -2.7 18.3
TMG1.0 n 1843.19 -26.72 9.7 61.2 IntlIdxInstPrem n 49.38 -0.53 8.5 21.1 EqGr p 16.23 -0.37 5.5 83.2 AMgr20% n 14.56 -0.09 0.9 19.6 MuniInc n 13.67 -0.02 1.4 17.6 MdTchDevis n 72.20 -2.62 4.0 79.1 StrInc A p 9.46 -0.02 0.5 12.0 GuideMark Funds:
TMG1.1 82.75 -1.21 9.6 59.6 IntlIndex n 12.18 -0.20 7.0 NS EqIn p 35.01 0.00 18.2 37.9 AMgr50% n 21.65 -0.24 4.0 32.4 NASDAQ nr 168.96 -4.02 4.4 85.7 Multimedia nr 91.61 -1.62 14.9 107.1 TgtCon A p 15.30 NA NA NA LgCpCorServ pn 27.82 -0.41 11.4 59.6
TMG1.2 37.18 -0.54 9.5 58.9 IntrTresBdIxPrem n 11.20 -0.04 -3.4 17.9 GrOppM p 140.73 -5.40 0.4 144.7 AMgr70% n 27.74 -0.38 6.5 38.9 NewInsights Z 39.72 -0.71 7.6 54.5 Pharm n 23.98 0.17 4.7 57.7 TtlRtn A p 9.93 -0.04 -2.1 15.4 GuideStone Funds:
WW Hlth Science p 13.65 -0.12 4.8 53.9 LgCpGwId InstPre n 24.84 -0.53 4.5 83.0 NwInsghtM p 36.45 -0.65 7.3 51.7 AMgr85% n 25.44 -0.40 8.3 44.2 NewMill n 44.33 -0.30 21.2 44.6 Retail nr 23.93 -0.86 10.8 91.3 FrankTemp/Franklin C: AggrAllGS4 n 13.97 NA NA NA
Eaton Vance Class I: LgCpVlIdxIstPrem n 15.66 -0.12 18.0 41.6 SmllCapM p 28.75 -0.61 17.7 49.7 AstMgr30R n 12.56 -0.10 1.9 24.6 NewMkt nr 14.60 -0.04 -1.8 9.3 Semiconductors r nr 16.45 -0.75 5.4 102.2 CA TF C t 7.76 -0.02 0.3 15.3 BalAllGS4 n 13.17 NA NA NA
AtlCpSMID 43.59 -0.40 16.0 57.8 LTTrsBdIdxInstPr n 13.83 -0.23 -12.3 23.0 StkSelMC 46.88 -0.84 18.4 50.6 Balanc n 30.43 -0.41 7.8 53.8 NJMun nr 12.61 -0.01 1.2 18.3 Softwr nr 27.87 -0.32 4.3 96.0 DynaTech C p 110.03 -4.16 -3.9 84.1 EqindxGS2 44.95 NA NA NA
FloatRtHiInc 8.67 -0.01 2.0 11.4 MidCpGrwthIndx n 28.13 -0.57 0.0 NS StrInM p 12.60 -0.06 1.1 17.4 BalancedK 30.43 -0.41 7.9 54.2 NYMun n 13.73 0.00 1.4 15.8 Tech nr 25.40 -0.89 0.0 101.6 Fed TF C t 12.30 -0.02 0.8 13.6 EqIndxGS4 n 44.93 NA NA NA
FltgRt 8.78 0.00 1.9 10.2 MidCpInxInstPrem n 30.48 -0.43 12.8 54.0 Fidelity Advisor Z: BluCh n 168.62 -5.35 3.4 106.9 OHMun n 12.50 -0.02 0.5 14.3 UtilGr nr 95.86 -0.47 4.5 35.9 Growth C t 126.50 -2.21 4.4 62.6 GrAllGS4 n 13.92 NA NA NA
GblMacAbR 8.72 0.03 0.9 11.7 MidCpValIndex n 26.34 -0.30 20.1 NS CorporateBond 12.42 -0.06 -3.5 NS BluChpGr K6 25.00 -0.81 3.3 105.2 OTC n 18.42 -0.45 5.1 88.8 Fidelity Series: Income C t 2.57 0.00 12.3 26.0 GrEqGS2 31.11 NA NA NA
IncBos 5.58 -0.02 2.0 18.8 NewMkt I 14.60 -0.04 -1.8 NS EmMkt Z 37.98 -0.67 4.5 46.5 BluChpGrK 169.18 -5.37 3.4 107.5 OTC K 18.76 -0.46 5.2 89.2 Canada 13.77 0.02 19.2 37.3 RisDv C t 86.76 -0.67 10.3 53.8 GrEqGS4 n 30.74 NA NA NA
LgCpVal 24.70 -0.16 17.5 46.1 OTCK6Port 18.15 -0.44 5.9 NS FloatRateHighInc 9.41 -0.01 2.7 NS CALmtTrmTFB n 10.83 -0.01 0.0 8.8 OverseasK r 63.49 -1.10 7.1 33.5 FASeriesEqGroFd 17.07 -0.38 5.8 89.5 FrankTemp/Franklin R: IntEqGS2 15.55 NA NA NA
NatlMuniInc 10.40 -0.02 0.8 17.7 RealEstIdxInst n 16.76 -0.22 15.4 25.7 GovtIncome 10.60 -0.04 -2.9 NS CAMun n 13.39 -0.02 0.5 15.1 Ovrse n 63.62 -1.10 7.0 33.1 HthCarZ 71.96 -1.46 3.0 NS FrkDynTchR6 141.41 -5.31 -3.5 90.3 LowDurGS2 13.65 NA NA NA
Eaton Vance Funds: SAIRealEstIndxFd 11.97 -0.16 15.4 26.1 GrOpp 157.84 -6.04 0.7 149.3 Canad nr 63.66 0.02 18.7 36.0 PAMun nr 11.61 -0.02 1.0 15.5 IntMuni Z 10.87 -0.01 0.5 NS FrkGrthR6 142.30 -2.45 4.9 68.0 MedDurGS2 15.06 NA NA NA
ParTxMgdEmgMktIn 52.81 -0.41 5.8 8.1 SAIUSLgCpIndxFd 21.93 -0.30 11.7 61.6 IntCpAp 30.12 -0.72 2.1 42.2 CapAp n 45.03 -0.90 7.9 64.8 PcBas nr 44.03 -1.36 0.4 43.5 STCrFd 10.18 0.00 0.0 11.4 FrkIncR6 2.52 0.00 12.8 29.3 ValEqGS2 22.58 NA NA NA
Edgewood Growth Instituti: SeriesBondFd 10.42 -0.05 -2.8 NS InvestGradeBd 8.33 -0.04 -2.4 NS CapDevA p 19.09 -0.18 19.1 51.2 PuritanK 28.14 -0.40 8.5 48.6 Fiera Capital: FrkRisDivR6 88.42 -0.66 10.7 58.9
EdgewoodGrInst 54.81 -0.87 5.9 85.0 SeriesOverseas 13.25
SerLTTreBdIdx 7.98
-0.23
-0.13
6.9
-12.2
NS
22.9
NewMktsIncFdZ
RE Income
14.60
12.79
-0.04
-0.08
-1.7 NS
9.1 NS
CapDevO n
ChinaReg n
19.96
55.53
-0.18
-2.71
19.2
-0.2
52.5
55.5
Puritn n
RealE n
28.16
45.37
-0.41
-0.58
8.5
15.1
48.2
32.2
EmgMkt Inst
First Eagle Funds:
58.58 -1.21 -3.1 16.1 FrkSmCpGrR6 32.11
FrkTotRtnR6 10.00
-1.22
-0.04
3.5
-2.1
73.0
16.6 H
F SmallCapValIndx n 27.99
SmCpIdxInstPrem n 28.23
-0.34
-0.59
25.8
13.0
NS
45.1
StrgInc
Fidelity Freedom:
12.79 -0.06 1.2 NS CnvSc n
Contra n
40.92
17.64
-0.93
-0.29
2.6
7.6
79.5
66.6
RealEstInc nr
REInc n
12.84
11.28
-0.08
-0.06
9.0
7.4
28.8
27.2
GlbA
Gold p
67.92
25.78
-0.23
0.17
10.9
2.2
30.9
62.1
TempGlbBndR6 9.41
TmpFrgnR6 7.88
-0.03
-0.07
-1.8
12.6
-3.6
7.7
Harbor Funds:
Bond 12.03 -0.04 -1.9 18.2
STBdIdx InstPrem n 10.28 -0.01 -0.3 11.8 FAFree2020I p 14.02 -0.82 4.5 32.5 ContraK 17.68 -0.29 7.6 67.0 SAIIntlMinVolInd 11.38 -0.09 5.3 12.7 OverseasA 27.04 -0.13 5.8 19.1 FrankTemp/Mutual A&B:
Fairholme: STTreIdx InstPre n 10.72 -0.01 -0.4 10.8 FAFree2025I 14.59 -0.77 5.3 35.1 CorpBd n 12.42 -0.06 -3.5 22.8 SAILTTreBdIdx 10.53 -0.19 -12.7 23.6 US Val A t 21.74 -0.04 15.5 35.9 CapApInst 101.34 -3.37 -2.8 79.0
Fairholme n 29.31 -1.11 0.6 66.3 Beacn A 18.74 -0.10 15.0 36.4 CapApInv pn 95.42 -3.18 -2.9 77.0
TMktIdxInstPrem n 119.57 -1.77 11.1 61.6 FAFree2035I 16.04 -0.95 8.0 42.6 CpInc nr 11.21 -0.10 5.8 29.5 SAISm-MidCap500I 16.19 -0.27 14.3 57.1 US Val I r 22.18 -0.04 15.6 37.0 Shares A 29.65 -0.02 18.4 26.1
FAM Dividend Focus: TotalMarketIndex n 14.99 -0.22 11.1 NS FAFree2045A 13.70 -0.85 9.3 44.7 DisEq n 56.13 -1.00 8.1 65.1 SAIUSMinVolIndFd 17.85 -0.12 8.2 53.3 FMI Funds: IntlGr r 22.53 -0.69 1.1 44.1
FAMDivFocFd n 47.83 -0.60 12.9 65.7 FrankTemp/Temp A: IntlInst r 48.30 -0.70 9.6 19.7
TtlIntIdxInstPr n 14.59 -0.24 7.5 22.0 FF2005 n 12.94 -0.42 1.6 21.8 DivGrowK 35.57 -0.61 14.9 41.8 SAIUSQtyIdx 17.55 -0.20 9.0 65.9 IntlInvst n 36.11 -0.34 11.5 17.7 DvMk A p 26.62 -0.94 4.7 34.0
FAM Value: USBdIdxInstPrem n 12.02 -0.05 -2.8 16.5 FF2010 n 16.17 -0.70 2.7 25.3 DivGth n 35.61 -0.61 14.8 41.4 SCEnhIdx n 17.51 -0.37 14.8 41.4 LgCapInvst n 22.02 -0.26 12.9 46.4 LgCpValue 22.06 -0.22 14.7 54.8
FAMValue n 96.92 -0.87 16.4 51.0 Frgn A p 8.03 -0.07 12.5 6.5 SmCpGwth 18.49 -0.40 2.8 68.4
USSusIdx n 18.28 -0.30 12.3 65.7 FF2015 n 13.44 -0.69 3.8 28.7 DivIntl n 49.32 -0.92 3.4 33.8 SCValueI r 22.45 -0.32 32.4 50.7 FPA Funds: GlBond A p 9.46 -0.02 -1.9 -4.6
Federated Hermes: Fidelity Adv Focus A: FF2020 n 17.18 -1.00 4.8 32.0 DivIntl K6 14.24 -0.27 3.6 34.7 SmallCap nr 23.38 -0.42 13.4 45.5 FPACres n 40.97 -0.55 13.9 40.4 SmCpValInst 45.26 -0.75 15.2 38.7
FedHerInterEquit 32.29 NA NA NS GlSmCo A p 12.37 -0.14 16.2 34.3 Harding Loevner:
HthCarA r 65.45 -1.34 2.8 53.4 FF2020A p 13.89 -0.81 4.5 31.6 DivIntlK r 49.23 -0.93 3.5 34.2 SmCapDisc n 30.00 -0.27 24.7 44.1 NwInc n 10.02 0.00 0.6 8.9 Growth A p 25.75 -0.31 9.0 12.4
Federated Hermes A: TechA t 89.22 -2.07 -0.2 102.3 FF2025 n 15.72 -0.79 5.7 34.6 DivStkO n 36.15 -0.67 12.9 63.6 SmlCapO n 18.05 -0.49 12.6 49.9 Franklin A1: EmgMktsAdv n 68.42 -1.53 2.2 16.4
EqIncA p 26.98 -0.25 16.7 29.1 World A p 15.60 -0.16 10.4 15.9 IntlEq 29.57 -0.37 4.0 30.0
Fidelity Adv Focus C: FF2025A p 14.43 -0.77 5.3 34.2 Emerg Asia nr 65.58 -2.31 -4.0 84.2 SmlCpGrth nr 34.98 -1.28 2.8 64.0 AZ TF A1 p 11.05 -0.02 0.5 13.9 FrankTemp/Temp Adv:
FdShInToRetA 10.70 0.00 -0.1 11.2 HthCarC p 50.31 -1.04 2.5 49.9 FF2030 n 19.72 -1.08 6.6 37.2 EmrgAsiaI r 64.92 -2.35 -4.0 84.3 SmlCpGrth K6 20.34 -0.73 2.8 65.6 CA TF A1 p 7.78 -0.02 0.5 17.3 Hartford Funds A:
FedMunULA pn 10.05 0.00 0.1 3.4 Frng Adv 7.89 -0.07 12.6 7.3 BalIncA 16.41 -0.07 5.8 31.7
Fidelity Adv Focus M: FF2035 n 17.22 -1.03 8.6 41.8 EmrgMktK r 46.27 -1.42 1.3 48.7 SmlCpVal nr 22.45 -0.31 32.4 50.7 CAHY A1 p 11.43 -0.01 1.9 18.8 GlBondAdv p 9.41 -0.03 -1.9 -4.0
KaufmannA p 6.83 -0.16 -4.9 47.4 Tech p 82.92 -1.92 -0.3 100.8 FF2035A t 15.88 -0.94 8.0 41.6 EmrgMktsDebt 9.25 -0.02 -1.5 11.9 Srs1000ValIndRet 15.59 -0.11 18.1 41.9 CAInt A1 p 12.12 -0.02 0.1 11.0 CapAppA p 46.05 -0.88 7.1 54.1
KaufmnLCA p 33.92 NA NA NA TGlTotRAdv 9.74 -0.03 -0.4 -2.3 Chks&Bal p 10.87 -0.11 7.2 41.7
Fidelity Advisor: FF2040 n 12.34 -0.79 10.1 45.0 EmrMkt nr 46.23 -1.42 1.2 48.1 SrsBlChGroRetail n 17.45 -0.56 4.1 116.2 Fed TF A1 p 12.31 -0.02 1.0 15.5 FrankTemp/Temp B&C:
KaufmnSCA p 59.57 NA NA NA SrsAdvIntlCapApp 30.07 -0.72 2.1 41.7 FF2040A p 17.39 -1.12 9.3 44.8 Eq Inc n 71.40 -0.35 16.7 48.9 SrsCommStrt 5.41 -0.10 17.9 5.5 FedInt A1 p 12.31 -0.02 0.2 11.3 DiscpEqA p 45.04 -0.66 9.7 63.3
MunStkAdvA p 14.96 -0.08 NA NA GlBond C p 9.49 -0.02 -2.1 -5.7 DivGth A p 32.23 -0.29 17.4 51.5
StragInc n 12.78 -0.06 1.2 18.4 FF2045 n 14.13 -0.89 10.0 45.0 EqDivIncm n 30.01 -0.01 18.3 40.4 SrsEmrgMkt 25.57 -0.67 2.4 37.5 HiInc A1 1.89 0.00 2.2 21.2 Frost Family of Fund:
ShtIncA t 8.70 -0.01 0.2 8.8 TotBdFdClZ 11.02 -0.04 -1.7 19.8 FF2050 n 14.24 -0.90 10.0 44.9 EqDivIncmK 30.00 -0.01 18.3 40.8 SrsGlobal 15.38 -0.23 7.3 21.9 HY TF A1 p 10.46 -0.01 2.4 19.1 EmrgMktEqAdv t 20.75 -0.69 2.2 27.6
StrValDivA p p 5.76 0.01 16.1 23.5 FrTRInst 10.33 -0.03 1.3 12.3 EqInc t 23.10 -0.10 16.5 43.0
Fidelity Advisor A: FrdmBlen2025 K6 11.86 -0.14 5.1 NS EqIncK 71.35 -0.35 16.8 49.3 SrsGroCoRetail 23.67 -0.61 4.0 113.8 IncomeA1 p 2.53 0.00 12.2 27.9
UltraShortA pn 9.23 0.00 0.4 6.7 FltRateA t 8.40 0.00 2.3 9.2
StockTrA
Federated Hermes C:
34.86 -0.08 19.6 40.1
AdvMdCpIIA p 25.01
AdvStrDivInA p 17.53
-0.53
-0.13
15.2
9.4
38.2
43.0
Free2045L
Free2050I
13.83
13.84
-0.85
-0.83
9.3
9.3
45.8
45.9
Europ nr
Fidel n
46.21
68.05
-0.83
-1.33
9.1
9.1
32.5
65.7
SrsIntlGrw
SrsIntlSmCp
18.84
21.72
-0.30
-0.50
6.0
5.8
49.3
34.8
MIInsTF A1 p 11.93
MNInsTF A1 p 12.73
-0.03
-0.04
0.3
-0.2
15.1
13.6 G GrOppty t
GrowAllA p
54.33
15.10
-2.04
-0.21
-1.9
8.0
86.8
34.7
BalancA t 27.97 -0.38 7.6 51.9 Free2055 n 16.39 -1.00 10.0 45.0 FltRateHi nr 9.41 -0.01 2.7 11.6 SrsIntlVal 11.40 -0.08 13.0 16.9 MO TF A1 p 11.95 -0.04 0.4 14.3
StraValDivC p 5.78 0.01 16.0 20.9 BioTech 31.53 -0.35 -7.0 40.2 Free2060InstPrem 16.22 -0.28 7.9 44.1 FocsdStk n 32.91 -0.90 5.8 77.0 SrsSmCapDiscRet 15.44 -0.13 24.3 52.7 NY TF A1 p 11.35 -0.01 0.6 14.3 Gabelli Funds: Hlthcare 41.78 -0.55 2.0 54.0
Federated Hermes Int: DivIntlA 30.10 -0.57 3.5 33.9 Free2060Investor 16.21 -0.27 7.9 43.9 FournOne n 59.56 -0.73 8.3 44.2 STBF n 8.74 0.00 0.0 9.7 OHInsTF A1 p 13.06 -0.03 -0.1 13.9 ABC pn 10.77 -0.01 3.0 10.9 MidCap A p 35.81 -0.76 5.4 50.1
GloFinI 43.76 -0.58 6.5 19.6 EqGrA p/r t 16.72 -0.37 5.6 84.6 Freedom2010 K 16.16 -0.71 2.7 25.5 GNMA n 11.72 -0.03 -0.2 12.1 StkSelSmCp n 34.99 -0.90 14.4 57.9 OR TF A1 p 11.89 -0.02 0.2 13.5 Asset pn 62.53 -0.46 15.7 44.8 Muti-AstIncGw 21.74 -0.09 4.2 20.2
InsHiYld r 9.95 -0.04 1.7 20.9 EqInA 34.01 0.00 18.4 38.8 Freedom2015 K 13.42 -0.70 3.8 28.9 GovtInc n 10.58 -0.04 -2.9 13.4 StkSlcACap n 63.15 -0.99 11.1 59.9 PA TF A1 p 10.03 -0.02 0.7 12.7 GabelliAsstFdClI 62.39 -0.45 15.8 45.9 ShtDur 10.07 -0.01 0.3 10.9
MDTSmCIS 26.39 NA NA NA FF2030A p 15.80 -0.89 6.1 36.9 Freedom2015 K6 13.38 -0.69 3.8 29.3 GroCo n 34.04 -0.88 3.6 107.5 StratDivInc n 17.66 -0.14 9.5 44.2 US Gov A1 p 5.97 -0.01 -1.1 10.0 SmCapG n 50.79 -0.72 18.0 39.2 TotRBdA p 10.88 -0.04 -2.5 17.9
TtlRtnBdI 11.32 -0.03 -1.2 20.2 GrOppA 142.62 -5.47 0.5 146.5 Freedom2020 K 17.17 -1.00 4.9 32.3 GroInc n 52.10 -0.36 19.3 51.2 StrDivIncI 17.61 -0.13 9.6 44.1 Utils A1 p 20.94 -0.04 7.1 42.1 SmCpGrwI 52.79 -0.75 18.1 40.2 Hartford Funds C:
Federated Hermes IS: LevCoStA p 56.24 -1.45 13.9 55.7 Freedom2020K6 17.12 -1.00 5.0 32.7 GrowCoK 34.13 -0.88 3.5 107.9 TaxFrB nr 12.20 -0.02 1.2 17.8 Franklin Templeton: Util A p 8.28 -0.04 10.5 27.3 Bal IncC 16.14 -0.07 5.5 28.8
IntEq IS p 32.27 -0.62 NA NA NwInsghtA p 38.37 -0.69 7.4 52.8 Freedom2025 K 15.69 -0.79 1.8 29.8 GrowIncK 52.05 -0.36 19.4 51.7 TotalBond n 11.03 -0.05 -1.8 19.4 TgtGro A p 20.93 NA NA NA GAMCO Funds: Hartford Funds I:
KaufmnIS 7.05 -0.16 -4.6 49.6 SmllCapA p 31.93 -0.68 17.9 50.7 Freedom2025K6 15.66 -0.79 5.7 35.2 GrStrt nr 60.38 -1.65 1.1 59.1 TotalBond K6 10.26 -0.04 -1.8 19.7 TgtModA p 16.90 NA NA NA GwthAAA pn 86.30 -1.87 0.9 75.3 BalIncI 16.42 -0.07 5.9 32.8
KaufmnSCI 60.96 NA NA NA StkSelMC p 46.50 -0.83 18.5 51.7 Freedom2030 K 19.70 -1.09 6.6 37.6 GwthDiscovery n 54.66 -1.22 5.7 85.4 Trend n 148.44 -3.71 0.4 80.2 FrankTemp/Frank Adv: Gartmore Funds: CapAppI 46.34 -0.88 7.2 55.4
CorpBondFdIS 9.72 -0.04 -2.1 21.9 StrInA 12.61 -0.05 1.1 17.4 Freedom2030K6 19.65 -1.09 6.7 38.1 HighInc nr 8.69 -0.04 1.0 14.6 Utility n 28.49 -0.08 4.3 36.3 CA HY Adv t 11.45 -0.01 1.9 19.1 NationwideInstSv 29.62 NA NA NA DivGthI 32.05 -0.29 17.5 52.7
FdShinToRetI 10.69 -0.01 0.0 12.1 TotalBdA p 11.04 -0.04 -1.8 18.4 Freedom2035 K 17.19 -1.04 8.6 42.2 Indepndnc n 44.99 -0.92 4.2 55.6 Value n 15.43 -0.16 28.8 56.0 CA IntAdv 12.16 -0.02 0.2 11.3 Gateway: EmrgMktEqInv r 20.80 -0.69 2.3 28.5
GovUltra 9.96 0.01 0.1 5.1 Fidelity Advisor C: Freedom2035K6 17.17 -1.03 8.7 42.8 IntBd n 11.18 -0.02 -1.1 16.2 ValueDisc n 38.38 -0.21 19.3 46.2 CA TF Adv t 7.77 -0.01 0.7 17.6 GatewayA 38.59 -0.20 5.1 19.7 EqIncI 22.95 -0.10 16.7 44.1
KaufmnLCIS 35.17 NA NA NA BalancC 27.72 -0.39 7.3 48.5 Freedom2040 K 12.33 -0.80 10.0 45.4 IntlCapiApp K6 16.25 -0.39 2.1 43.4 ValueK 15.45 -0.16 28.9 56.4 CvtScAdv 28.40 -0.65 0.8 77.0 GE Elfun/S&S: FltRateI 8.37 0.01 2.4 10.1
ShIntDurMuInst 10.36 -0.01 NA NA GrOppC p 118.27 -4.56 0.2 140.9 Freedom2040K6 12.29 -0.80 10.0 46.0 IntlDisc n 56.89 -0.91 7.2 35.3 Wrldw n 36.34 -0.87 6.1 60.4 Dynat Adv 139.76 -5.25 -3.5 89.7 RSPIncm n 12.02 -0.05 -2.3 17.7 GrowOppI t 58.81 -2.20 -1.8 88.3
StraValDivIS 5.80 0.01 16.3 24.5 NwInsghtC t 31.31 -0.57 7.1 49.3 Freedom2045 K 14.11 -0.90 10.1 45.5 IntlEnhIdx n 11.33 -0.12 10.3 16.6 Fidelity SAI: Fed TF Adv 12.32 -0.03 1.0 15.9 RSPUSEq n 74.53 -0.92 12.3 72.1 InterValue 16.42 -0.10 18.6 6.5
UltraShortI 9.22 -0.01 0.3 7.8 Fidelity Advisor Fun: Freedom2045K6 14.07 -0.90 10.1 46.0 IntlGrRet n 19.62 -0.31 5.4 44.2 FidSAIEmgMktIndx 17.02 -0.46 2.4 20.1 FedIntAdv 12.34 -0.02 0.3 11.6 Tax Ex n 11.58 -0.02 0.4 14.6 IntlAlphaInv p 17.61 -0.29 7.0 43.3
ShtlncIS 8.70 0.00 0.3 10.2 BalFdZ 28.62 -0.38 7.7 53.7 Freedom2050 K 14.23 -0.89 10.0 45.5 IntlScOpps nr 25.71 -0.59 4.3 32.5 FidSAIIntlIndxFd 14.18 -0.15 8.5 21.1 GrOpAdv p 58.46 -1.67 -0.9 72.3 Trusts n 80.71 -1.13 12.8 76.8 MidCap 37.49 -0.78 5.5 51.2
FedMuniUl A 10.05 0.00 0.1 4.4 IntlGrwZ 19.61 -0.31 5.5 44.8 Freedom2050K6 14.22 -0.89 10.2 46.1 IntlSmCap nr 33.98 -0.54 10.9 22.4 IntlValIdx 10.30 -0.04 16.3 6.9 Growth Adv t 142.40 -2.46 4.8 67.5 GMO Trust Class III: MunOpptI 9.12 -0.01 1.0 15.8
Federated Hermes R: Fidelity Advisor I: Freedom2055 K 16.38 -1.00 10.0 45.4 IntlVal tn 9.53 -0.06 12.5 13.3 LowDurationInc 10.01 0.00 0.1 NS HY TF Adv 10.51 0.00 2.6 19.5 EmgCntryDt r 25.97 NA NA NA ShtDur 10.04 -0.01 0.4 11.9
KaufmnR r 6.85 -0.16 -4.9 47.5 BalancI 28.61 -0.39 7.7 53.1 Freedom2055K6 16.37 -0.99 10.2 46.2 IntMu n 10.85 -0.01 0.5 14.1 Muni Inc 10.88 -0.02 1.1 NS IncomeAdv 2.50 -0.01 11.9 28.1 Quality 29.06 -0.34 13.5 72.7 StrInc 9.27 -0.01 -0.3 24.3
Federated Hermes R6: BiotechI 33.88 -0.37 -6.9 41.3 Freedom2060 n 14.90 -0.83 10.1 45.0 InvGB n 8.32 -0.03 -2.5 19.9 SAIEmgMktLoVolIx 11.24 -0.22 6.2 NS RisDv Adv r 88.42 -0.67 10.7 58.5 GMO Trust Class IV: WorldBond 10.71 -0.01 0.5 9.7
FedInstHYBondL 9.95 -0.04 1.6 21.0 ConsvIncmMuni I 10.06 0.00 0.1 4.2 Idx2015InsPre 15.30 -0.26 2.6 28.4 InvGrBd 11.60 -0.05 -1.9 20.6 SAIInflaFocFd 12.45 -0.21 20.3 NS SmCpGrAdv p 31.44 -1.20 3.5 72.3 EmgCntrDt 25.93 NA NA NA Hartford Funds Y:
KaufmnSCL 60.49 NA NA NA DivIntl 30.70 -0.57 3.6 35.0 Idx2020InsPre 16.82 -0.28 3.5 31.6 LargeCap n 41.96 -0.39 19.6 52.6 ShortTermBd 10.01 0.00 0.0 NS SmCpValAdv t 67.64 -0.64 26.6 45.9 IntlEq 25.78 -0.11 13.9 20.3 DiscpEq 45.71 -0.66 9.8 64.7
StrValL 5.80 0.01 16.3 24.6 EqGrI 18.94 -0.43 5.6 86.0 Idx2025InsPre 18.93 -0.29 4.2 34.0 LCapCrEIdx n 21.65 -0.29 14.0 60.4 TotalBd 10.49 -0.04 -1.6 NS USGovAdv p 5.99 -0.01 -1.0 10.5 Quality 29.13 -0.34 13.5 72.9 DivGthY 33.19 -0.29 17.5 53.0
TtlRtnBdL 11.31 -0.04 -1.2 20.3 FAEmgMktI 38.07 -0.68 4.5 46.0 Idx2030InsPre 19.92 -0.32 5.0 36.7 LCapGrEIdx n 30.09 -0.64 7.9 76.8 TxFreeBd 10.93 -0.02 1.1 NS Utils Adv 21.13 -0.05 7.1 42.7 GMO Trust Class VI: GrwthOppY 65.04 -2.44 -1.8 88.5
Fidelity: FAInvGrdI 8.33 -0.03 -2.5 19.8 Idx2035InsPre 22.10 -0.37 6.7 40.9 LevCoSt n 46.92 -1.22 14.3 57.6 U.S.TreBdIdx 9.99 -0.04 -3.6 14.5 FrankTemp/Franklin A: EmgMkts r 36.27 NA NA NA IntOppY 21.57 -0.45 4.5 26.6
500IdxInstPrem n 145.02 -1.98 11.7 61.7 FAJpFdClI 19.56 -0.65 -2.3 26.9 Idx2040InsPre 22.41 -0.39 7.9 44.2 LgCpVHIdx n 16.94 -0.10 20.4 43.9 USMomentumIdx 17.14 -0.51 2.8 51.1 BAL A t 13.73 -0.02 9.8 32.8 Quality 29.07 -0.33 13.6 73.2 MidCapY 45.59 -0.96 5.6 51.5
BalancedK6 14.12 -0.19 7.8 NS FF2030 15.92 -0.89 6.2 38.0 Idx2045InsPre 23.27 -0.40 7.9 44.1 LmtTrmMuniIncm n 10.85 -0.01 0.3 9.7 USValueIndex 12.44 -0.05 23.5 34.3 BalInv p 39.78 0.01 24.3 31.2 Goldman Sachs A: Hartford HLS Fds IA:
Contrafund K6 20.25 -0.33 7.3 65.0 FF2040 17.56 -1.11 9.4 45.9 Idx2050InsPre 23.30 -0.41 7.9 44.1 LowP nr 58.86 -0.38 21.0 46.0 Fidelity Selects: BioDis A p 151.91 -3.54 -11.4 28.2 CapGr 30.89 -0.49 8.2 60.7 Balanced 34.83 -0.39 10.4 42.7
EmgMktIdxInstPre n 13.05 -0.35 2.4 20.4 FltRatel 9.40 -0.01 2.7 11.4 Idx2055InsPre 19.17 -0.32 7.9 44.1 LowPriStkK r 58.80 -0.39 21.1 46.4 Banking nr 30.69 0.10 37.9 29.8 CoreAll A p 23.60 -0.33 7.7 42.8 HYMuni p 10.63 -0.01 3.1 21.9 CapApp 55.40 -0.95 6.8 54.2
ExtMktIdxInstPre n 85.28 -1.74 8.5 60.0 GrOppI 156.13 -5.97 0.6 148.4 Idx2055Investor 19.15 -0.32 7.9 43.9 LowPriStkK6 15.69 -0.10 20.8 46.4 Biotech nr 20.97 -0.29 -10.1 41.7 CvtSc A p 28.39 -0.65 0.7 75.6 Muni 16.79 -0.02 1.7 14.6 DiscEqui 19.33 -0.29 11.1 65.9
FidSAIEmerg 14.59 -0.37 7.5 NS HiIncAdvI 11.74 -0.10 5.8 27.7 Idx2020 Premier 16.81 -0.29 3.5 NS LtdTmBdFd n 11.85 -0.01 -0.6 12.7 Chem nr 17.66 -0.10 22.7 23.8 DynaTech A p 134.71 -5.07 -3.6 88.3 Goldman Sachs Inst: Div&Grwth 26.15 -0.24 17.8 53.4
FIDSerEmgMkt 11.50 -0.42 1.4 NS HthCarI r 71.91 -1.46 2.9 54.6 Idx2025 Premier 18.92 -0.29 4.2 NS MagellanK 12.98 -0.26 4.3 57.2 Comp nr 109.00 -2.99 8.1 95.1 EqIn A p 30.95 -0.12 14.0 42.3 CoreFix 10.86 -0.05 -3.1 18.9 IntlOpp 20.46 -0.43 4.5 26.6
FidSerToMarket 14.29 -0.21 11.1 NS IntlGr 19.57 -0.31 5.4 44.2 Idx2030 Premier 19.91 -0.33 4.9 NS Magin n 12.99 -0.26 4.3 56.9 ConDis nr 69.26 -2.52 9.0 74.6 FlRtDA A p 7.69 0.00 3.7 1.3 EmgMEq 30.46 -0.82 0.9 35.0 MidCap 45.85 -0.96 5.5 51.6
FIDSerTresIndxFd 10.00 0.00 0.0 NS IntlSmCp 34.20 -0.55 10.9 22.4 Idx2035 Premier 22.10 -0.37 6.7 NS MAMun n 12.60 -0.03 0.5 14.0 ConStap nr 98.04 0.49 7.5 52.0 FoundFAlA p 14.20 -0.14 5.3 13.5 Gr 43.32 -0.85 7.5 64.8 SmCpGrwth 38.21 -1.29 0.2 51.3

Short Interest

NYSE Short Interest Rose 0.4% Nasdaq Shorts Fell 0.4%

S A
HORT INTEREST ON THE NEW YORK April 30, from a revised 607,435,900 on April S OF APRIL 30, OVERALL NASDAQ The short-interest ratio was 3.21 days, versus
Stock Exchange rose 0.4%, to 15. The short-interest ratio decreased to 1.71 short interest fell 0.4%, to 2.86 days for the previous reporting period.
12,993,498,756 shares, as of Apr. 30, days, from a revised 1.78 in the prior period. 10,680,095,146 shares, compared Short interest on the Nasdaq Capital Mar-
from a revised 12,941,488,821 on April The top three shorts on the NYSE: with 10,727,575,229 on April 15. kets climbed 3.8%, to 2,220,105,495 shares in
15. The short-interest ratio rose to 3.4 days, SPDR S&P 500 ETF Trust (ticker: SPY), The short-interest ratio was 2.51 days, versus 1,839 securities, versus 2,139,684,825 in 1,789
versus 3.4 days on April 15. The ratio is calcu- Financial Select Sector SPDR (XLF) and 2.29 in the preceding reporting period. on April 15. The short-interest ratio remained
lated by dividing the number of shares sold iShares Russell 2000 (IWM). The top three On the Nasdaq Global Markets, short in- the same at 1 day. The top three shorts in the
short by the average total traded each day. on the NYSE MKT: Senseonics (SENS), terest decreased 1.5%, to 8,459,989,651 shares period: Sundial Growers (ticker: SNDL), Sir-
Short interest on the NYSE American Ex- Zomedica (ZOM) and Globalstar (GSAT). in 2,637 securities. That’s down from ius XM (SIRI), and AstraZeneca (AZN).
change rose 2%, to 619,833,621 shares, as of —MICHAEL T. KOKOSZKA 8,587,890,404 in 2,622 securities on April 15. —MICHAEL T. KOKOSZKA
M30 BARRON’S May 17, 2021

Mutual Funds Data provided by

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.
Stock 106.50 -0.80 11.5 61.6 ScTechA p 92.02 -1.98 3.0 85.5 EqIndx 63.53 -0.87 11.7 60.8 S&P500IdxA 53.96 -0.74 NA NA FixIn n 10.52 -0.05 -2.1 17.2 IntlBdUnhedged r 10.43 -0.05 -2.3 13.4 MCapVal n 36.46 -0.14 23.2 41.1 TxEx p 8.88 -0.01 1.1 16.2
TotRetBd 11.70 -0.04 -2.3 19.2 ScTechI r 105.31 -2.27 3.1 86.6 GrAdv r 32.73 -0.94 3.9 95.1 TRBd 11.14 -0.05 NA NA GlbREIdx nr 11.12 -0.19 9.9 16.1 IntlBdUSH 10.85 -0.03 -1.6 14.0 MCEqGr 76.07 -1.40 5.0 60.4 MtgSec p 12.32 -0.06 0.3 11.9
UltraShBd 10.09 0.00 0.0 5.5 SmCapGrA t 21.89 -0.85 2.6 54.3 GvBd 10.96 -0.03 -2.3 14.6 Mairs&Power: HiYFxInc n 6.81 NA NA NA InvGrdCrBd 10.82 -0.06 -3.0 20.4 MD Bond n 11.16 -0.01 1.4 14.5 Putnam Funds Class Y:
Heartland Funds: SmCapGrI r 31.51 -1.22 2.7 56.2 HighYld 7.23 -0.02 3.2 17.3 MairsPwrBal n 115.42 -1.06 10.1 44.9 HiYMuni n 9.09 0.01 2.8 17.9 LgTmRlRt 7.50 -0.03 -5.0 36.9 MidCap n 118.63 -2.15 4.9 59.3 EqInc 31.16 -0.13 18.8 48.4
Val Inv n 51.06 -0.60 18.0 33.6 IntmdTFBd 11.26 -0.01 0.3 13.9 MairsPwrGr n 154.65 -2.59 13.6 65.3 IntlEqIdx nr 14.34 NA NA NA LgTrmCrdtBd 12.46 -0.14 NA NA N Asia n 25.82 -0.80 2.8 40.9 GrOpp Y 56.57 -1.54 2.6 84.9
Hennessy Funds:
FocInv 73.59 -0.75 19.6 52.0 J InvConGw
LgCapVal
13.85
20.70
-0.09
-0.15
3.1
24.8
25.9
51.7
Marsico Funds:
Focus pn 26.78 -0.79 4.1 85.1
IntTxExpt n
MidCpIdx n
10.89
24.81
-0.02
-0.43
-0.1
18.5
13.2
47.1
LngDurTotRtrn 10.03
LowDur 9.94
-0.13
0.00
-8.4
0.2
29.7
9.5
N Inc n
NAmer n
9.68
74.46
-0.04
-0.87
-1.9
9.0
15.2
98.1
Incm
ShtDurBd
7.14
10.29
-0.03
-0.01
-2.5
0.8
17.7
10.6
JapanInst 45.20 -2.14 -9.2 22.7 Janus Henderson: LgCpGwth 61.71 -1.49 2.6 100.5 Mass Mutual: ShIntTaxFr n 10.45 -0.01 -0.1 9.3 LowDurInc r 8.69 -0.02 1.2 14.2 New Era n 38.98 -0.44 19.4 10.2 StDurInc 10.10 0.00 0.2 5.8
Homestead Funds: Balanced C 42.41 -0.50 4.9 40.6 MdCpGrw 51.60 -1.42 0.2 84.1 SelBluChipGroClI 31.49 -0.67 4.9 70.4 SmCapIdx n 17.28 -0.36 12.9 43.7 LTUSG 5.29 -0.08 -11.5 22.7 NHoriz n 80.97 -1.80 -1.6 101.8
ShtTmBd n
Value n
5.30
55.89
0.00 -0.2 10.8
-0.29 18.2 51.3
Balanced S
Balanced T n
42.92
43.01
-0.49
-0.50
5.2
5.2
42.9
44.0
MdCpVal
MidCapEq
45.54
62.14
-0.34
-1.00
25.0
12.5
41.4
63.7
MassMutual Premier:
CoreBdI 11.13 -0.04 -1.1 19.7
SmCpVal n
StkIdx n
24.53
46.76
-0.18
-0.64
24.3
11.7
27.4
61.3
ModDur
MortgOppBd
10.48
10.95
-0.02
-0.02
-0.8
0.9
16.3
13.3
OverS SF nr 13.32
QMUSSmCpGrEq n 49.60
-0.11
-1.37
10.5
3.9
22.4
50.7 R
Hotchkis and Wiley: Contrarian T n 30.60 -0.44 14.1 83.9 MtgBckd 11.49 -0.01 0.0 16.0 MassMutual Select: TxExpt n 11.05 -0.02 0.2 15.0 MuniBd 10.49 -0.01 1.1 17.7 SpectConsAllo n 22.33 -0.14 4.2 28.6 RBB Fund:
HiYldI 11.47 -0.02 3.4 13.7 Enterprise Inst 101.31 -1.90 7.5 61.4 ShtDurBnd 11.16 0.00 0.4 11.1 BlackRockGlAllCi 13.09 NA NA NA Nuveen Cl A: RAEFndmtlAdvPLUS 9.50 NA NA NA SpectModerAllo n 28.11 -0.27 6.1 35.6 BPSmVal2Inst 32.98 -0.30 26.8 37.2
Enterprise T n 168.12 -3.08 7.8 61.7 SmCap 77.01 -1.46 11.5 49.6 BlChpGrR5 31.41 -0.67 4.8 69.9 AAMunBd p 12.26 -0.01 1.8 18.4 RAEPLUS r 7.20 NA NA NA SpectModerGwAllo n 44.10 -0.57 8.1 41.6 RBC Funds:
I FlxBnd T n
Forty S
11.05
48.59
-0.04
-1.00
-2.4
5.9
19.7
84.5
SmCapGrw
TxAwEq
27.92
45.34
-1.12
-0.71
-4.5
11.5
79.4
68.8
IdxEqI
IndxEqR4 n
20.69
19.99
-0.29
-0.27
11.7
11.5
61.3
58.9
CAMunBd p
HiYldMuBd p
11.68
18.19
-0.02
0.03
0.5
5.0
15.0
22.7
RAEPlusEMG 10.86
RealRtnI 12.29
NA
-0.02
NA
1.2
NA
22.4
R2005 n
R2010 n
14.64
19.22
-0.09
-0.13
4.3
4.7
29.0
30.7
AccCpCommInvI 9.00
RiverNorth Funds:
-0.03 -0.4 11.9
ICM Small Company: GlbEqIncA 7.18 0.00 10.0 14.2 USEquity 21.13 -0.35 11.1 70.0 MCGrEqIII 29.54 -0.64 4.6 60.8 IntDMunBd p 9.62 -0.01 0.6 14.2 RERRStg 9.59 -0.10 19.7 47.5 R2015 n 15.75 -0.11 5.3 32.4 RNDLIncomeI 10.46 NA NA NA
ICMSmCo 37.91 -0.43 28.1 37.9 GlbResch T nr 105.19 -1.56 7.9 48.4 USLgCpCorPls 26.82 -0.37 11.7 65.5 MCpGrEqIIS 29.15 -0.63 4.5 60.3 LtdMnBd p 11.35 -0.01 0.2 10.6 ShortT 9.84 0.01 0.3 6.5 R2020 n 24.07 -0.19 5.8 34.3 Royce Funds:
IFP US Equity Fund: GblResh Inst 68.71 -1.01 8.0 49.0 USRechEnhEq 35.90 -0.48 13.0 66.4 PIMCITRetI 10.09 -0.04 -2.2 19.2 Nuveen Cl I: ShtAssetInv 10.00 0.00 0.0 5.0 R2025 n 20.66 -0.18 6.7 37.5 Oppty I nr 20.15 -0.37 27.2 61.5
IFP US EquityFd 22.04 -0.25 12.7 71.2 GlbSel T n 19.48 -0.28 11.2 41.8 ValAdv 44.05 -0.11 24.0 42.5 Matthews Asian Funds: HYMunBd 18.18 0.02 5.0 23.4 StcksPLUSIntlHdg r 8.95 -0.09 NA NA R2030 n 30.63 -0.32 7.7 40.5 PAMut I nr 11.93 -0.27 16.5 46.4
INVESCO A Shares: GlLifeSci T nr 70.21 -0.71 -1.1 55.2 JPMorgan Inst Class: AsiaDivInv nr 22.29 -0.41 -1.1 24.1 Nuveen Cl R: StcksPLUSSmall 11.95 -0.25 NA NA R2035 n 23.07 -0.27 8.6 43.2 PremierI nr 15.19 -0.36 11.8 45.5
AmValA 43.21 -0.26 23.9 29.3 GlTech T nr 54.61 -1.81 2.0 99.9 ValAdv L 44.10 -0.10 24.1 43.1 AsiaGroInv nr 37.14 -0.87 -5.8 38.6 CAMunBd 11.69 -0.02 0.6 15.6 StkPlsLgDur 8.71 -0.24 NA NA R2040 n 33.31 -0.42 9.5 45.8 SpecEqI nr 21.41 -0.40 17.5 35.6
Invesco Fds Investor: Grw&Inc T n 72.22 -0.72 12.1 51.4 JPMorgan R Class: Asian G&I Inv nr 18.45 -0.33 2.2 26.4 IntDMunBd 9.65 -0.01 0.7 14.8 StksPLS 12.85 -0.18 NA NA RealEst n 18.52 -0.18 16.9 20.9 TotRet I nr 11.61 -0.16 24.7 41.1
DivrsDiv n 23.05 0.00 16.1 37.6 MdCpVal T n 18.45 -0.18 17.2 31.0 CoreBond 11.96 -0.04 -2.0 18.0 AsiaInnovInv n 25.50 -1.10 -4.5 80.2 LmtTrmR 11.31 -0.01 0.3 11.3 StPlTRInst r 13.74 -0.19 NA NA Ret2025A p 20.51 -0.19 6.5 36.4 RS Funds:
GlHltCr pn 44.40 -1.08 -1.4 46.4 Resh T n 66.88 -1.18 4.2 72.5 CorePlusBd 8.52 -0.02 -1.4 18.1 ChinaInv n 27.30 -0.41 1.1 39.2 NYMunBd 11.34 -0.01 1.5 15.2 TotRetESG 9.39 -0.03 NA NA Ret2045 n 23.11 -0.31 10.0 47.3 CoreEqVIP 52.95 -0.14 NA NA
Tech n 67.15 -2.23 -0.6 74.3 SCVal T n 25.80 -0.16 21.5 25.6 HighYld r 7.24 -0.02 3.4 18.0 DLStrIncmR 27.26 -0.41 1.2 39.9 Nuveen Fds: TotRt 10.29 -0.04 -2.2 17.8 Ret2045R 22.58 -0.30 9.8 45.1 InvQBdVIP 12.90 -0.06 NA NA
Invesco Funds A: Venture T n 101.83 -2.43 0.7 49.4 LimDurBd 10.18 -0.01 0.2 8.9 IndiaInv nr 26.99 -0.44 2.7 8.4 RealEst 21.22 -0.26 13.8 32.2 TRII 9.58 -0.04 NA NA Ret2055 n 20.05 -0.27 10.0 47.1 Russell Funds S:
500InxA p 44.57 -0.61 11.5 59.2 Jensen I : MtgBckd 11.49 -0.01 0.0 16.5 JapanInv nr 23.07 -0.79 -8.7 15.0 TrndsMgdFutStrgy 10.89 NA NA NA RetBal Inc n 16.49 -0.09 4.7 29.5 EmerMkts 22.10 NA NA NA
ActiveAllA
AMTFrNY p
15.71
12.21
-0.27
0.00
6.9
2.6
32.0
20.5
Jensen I
JensenQualGrJ n:
59.95 -0.46 8.5 65.4 ShtDurBnd
SmCpEqR5
11.16
77.29
0.00
-1.47
0.4
11.6
11.7
50.4
PacTigerInv nr 34.83
MergerFundThe pn:
-0.78 -0.3 28.4 O PIMCO Funds:
IncomeFd 12.07 -0.03 NA NA
SciTec n
Sht-Bd n
58.60
4.84
-1.77
0.00
6.4
0.3
90.1
11.0
IntlDvMkt
InvGrdBd
43.18
21.85
NA
NA
NA
NA
NA
NA
BalancedRiskAllA 11.71 -0.23 4.6 21.0 JensenQualGrJ n 59.97 -0.46 8.4 64.3 SmCpVal 34.83 -0.32 29.2 36.9 MergerFundThe pn 17.80 NA NA NA Oak Associates Funds: StcksPLUSIntlHdg 8.84 -0.09 NA NA SmCap n 61.36 -1.25 16.2 42.8 StratBd 10.96 NA NA NA
CapApprA p 76.12 -2.33 3.7 74.1 John Hancock: USEqR5 21.18 -0.35 11.2 70.8 Meridian Funds: RedOakTec n 40.47 -0.87 7.7 67.8 TotRet 10.29 -0.04 -2.4 15.7 SmCapStk n 70.27 -1.77 10.0 68.3 TaxExBd 24.04 NA NA NA
Chart 20.07 -0.26 13.6 48.2 500Index1 48.07 -0.66 11.6 60.3 USRechEnhEq 35.85 -0.49 13.0 66.9 Growth n 53.44 -1.87 11.3 56.4 Oakmark Funds Invest: PIMCO Funds A: SpecGr n 27.03 -0.36 11.5 47.7 TMUSMdSmCp 39.55 NA NA NA
CmstA 30.27 -0.07 25.3 32.7 BondI 16.29 -0.07 -1.9 19.6 JPMorgan R5 Class: Value n 49.59 -0.81 18.9 58.7 EqtyInc nr 35.86 -0.29 17.1 40.1 AllAsset 13.18 NA NA NA SpecInc n 13.13 -0.04 1.9 19.0 TxMngUSLgCp 61.85 NA NA NA
CoreBdA p 6.84 -0.03 -2.1 18.7 BondR6 16.31 -0.07 -1.9 19.9 SR2020 R5 19.00 -0.11 3.0 24.7 Metropolitan West: GlbSel nr 24.99 -0.01 19.1 38.0 HiYld 9.02 -0.04 NA NA SpecIntl n 16.95 -0.27 6.6 26.8 USSmCpEq 37.34 NA NA NA
CpBdA 7.75 -0.05 -1.6 25.5 CapApprNAV 20.10 -0.68 -2.7 81.2 SR2030 R5 21.85 -0.20 5.7 32.1 HiYldBdI 10.63 -0.04 1.0 26.3 Global n 37.90 -0.40 18.6 34.1 HiYldMuniBd 9.82 0.00 2.6 20.9 SuMuInc n 12.49 -0.01 1.5 15.8 Rydex Dynamic Fds:
DevMkt 43.30 -0.72 0.8 33.2 ClassicVal I 39.46 -0.30 25.5 25.7 SR2040 R5 25.57 -0.31 9.0 39.5 IntmBdI 10.78 -0.02 -0.7 16.9 Oakmark n 112.74 -0.50 25.1 52.5 IncomeFd 12.07 -0.03 NA NA SuMuInt n 12.38 -0.01 0.7 13.9 NasdaqStratH p 349.61 -17.99 5.5 182.3
DevMktA 55.91 -1.01 2.9 27.8 DispVal I 25.56 -0.17 23.2 37.5 SRIncome R5 17.87 -0.11 3.0 23.9 LowDurBdI 8.90 -0.01 0.2 10.2 OakmrkInt n 30.03 -0.08 15.1 14.0 IntlBdUSH 10.85 -0.03 -1.7 12.7 TaxEfEqty nr 52.63 -1.27 3.4 75.4 Rydex Investor Class:
DiscFdA p 111.74 -5.45 1.9 82.5 DispValMdCpR6 28.54 -0.22 22.4 43.0 JPMorgan Select Cls: TotRetBd n 10.89 -0.04 -2.2 18.4 Select n 60.45 -0.33 25.8 37.1 InvstGrCrBd 10.82 -0.06 -3.1 19.0 TF Incom n 12.55 0.01 3.1 17.2 NasdaqInv n 64.85 -1.59 3.7 89.9
DisMdCpGrA 31.01 -1.08 1.9 73.9 DispValR6 25.61 -0.17 23.2 37.9 SmCpGrL 29.05 -1.17 -4.4 80.1 TotRetBdI 10.89 -0.04 -2.1 19.2 Oberweis Funds: LowDurA 9.94 0.00 0.1 8.5 TF Incom n 10.46 -0.01 1.1 15.2
DivIncm p
DivrsDiv p
26.39
23.06
0.01
0.01
15.5
16.1
34.4
37.3
IntlGrwI
MdCpIdxI
39.14
25.26
-1.10
-0.44
6.5
18.4
38.8
45.9 L
TRBdPlan
UnconstrBdI
10.21
12.01
-0.04
-0.01
-2.2
0.8
19.5
13.7
IntlOppInst
Old Westbury Fds:
17.12 -0.80 1.0 52.2 LowDurInc
MuniBdA
8.69
10.49
-0.02
-0.01
1.0
1.0
12.8
16.6
TFSI n
TotIndex n
5.73
46.54
-0.01
-0.69
0.1
11.0
8.8
59.5 S
EqIncA 12.36 -0.11 13.1 33.9 Science&TechI 42.05 -1.26 0.4 90.2 MFS Funds Class A: AlCpCore n 24.12 -0.37 NA NA RealRtnA 12.29 -0.02 1.1 20.9 U.S.EqResch n 40.90 -0.46 11.5 63.4 Schwab Funds:
EqInvA 16.12 -0.29 7.4 30.9 TotalStkMktIdxI 29.07 -0.43 10.7 59.8 Laudus Funds: BondA p 15.06 -0.08 -3.6 22.9 FixInc pn 11.38 -0.01 NA NA ShtTmA 9.84 0.01 0.3 5.7 USLrgCpCore n 34.24 -0.32 11.7 57.7 1000 Inv nr 92.39 -1.35 NA NA
EqWtdA p 79.30 -0.72 18.1 55.1 VolGrw1 12.84 -0.18 6.7 15.7 USLgCpGr nr 30.25 -0.80 NA NA Mondrian: LrgCpStr n 18.30 -0.36 NA NA StksPLSTR 13.42 -0.18 NA NA USTInter n 6.02 -0.02 -2.5 16.1 Balanced n 18.57 -0.20 NA NA
GblAllocA 22.95 -0.30 6.0 27.0 John Hancock Class 1: Lazard Instl: IntlValEq n 15.20 0.03 12.0 9.7 MuniBd pn 12.44 -0.02 NA NA TotRetA 10.29 -0.04 -2.3 16.6 VABond n 12.48 -0.01 0.8 14.5 CoreEq n 27.01 -0.31 NA NA
GblStrIncmA p 3.71 0.00 -1.5 9.8 BlueChipGrw 57.93 -1.35 3.4 64.5 EmgMktEq 19.41 -0.23 7.6 6.4 Morgan Stanley Fds A: OWstbryNYMuBndFdn 10.52 NA NA NS PIMCO Funds C: Value n 48.78 -0.57 19.2 51.2 DivEqSel n 16.59 -0.12 NA NA
GlbOppA p 76.98 -2.69 -1.5 33.9 CapAppr 20.00 -0.67 -2.7 81.0 GlbLstInfr 15.88 0.00 8.5 21.7 InsightA p 74.46 -2.94 -7.9 154.1 Sm&MdCapStrategi n 19.09 -0.50 NA NA IncomeFd 12.07 -0.03 NA NA Price Funds - Adv Cl: FunIntlLgInst nr 10.58 -0.06 NA NA
Glcoreeq p 16.08 -0.14 10.1 29.1 LSAggr 17.79 -0.32 10.7 44.9 IntlEq 21.21 -0.26 5.9 19.1 Morgan Stanley Fds I: Optimum Funds Inst: PIMCO Funds I2: BlChip p 167.31 -3.92 3.3 64.2 FunUSLgInst nr 22.29 -0.16 NA NA
GlGr 36.77 -0.83 7.9 46.7 LSBalncd 16.29 -0.18 6.6 35.5 IntStrtEq r 18.20 -0.25 8.1 25.0 FxInOpp I 5.82 0.00 -0.3 14.7 Fixed Inc 9.77 -0.03 -2.3 17.3 All Asset 13.21 NA NA NA CapAppA p 36.47 -0.35 8.2 56.1 HlthCare n 28.02 -0.16 NA NA
GlHltCr 44.39 -1.08 -1.4 46.3 LSConserv 13.79 -0.07 1.6 22.2 USEQ Concen Inst 20.49 -0.45 13.5 50.2 Insight I 84.76 -3.35 -7.8 156.2 Intl Eqty 15.97 -0.40 8.9 21.0 CommdtyRR 7.17 -0.12 NA NA Growth p 99.33 -2.01 5.3 70.5 InflProSel n 12.41 0.00 NA NA
GrIncA 27.83 -0.29 21.0 32.2 LSGwth 17.21 -0.26 8.8 40.5 Legg Mason A: Morgan Stanley Inst: LgCpGrwth 25.60 -0.53 3.5 67.1 ComPLUSStrtgyFd 12.34 -0.21 NA NA MCapGro p 113.91 -2.06 4.8 58.0 IntI Sel nr 23.86 -0.26 NA NA
GrowAlloc p 16.86 -0.27 6.7 31.0 LSModer 14.63 -0.11 4.3 28.9 GrowFdClA 18.46 NA NA NA CapGrI 84.58 -2.50 -7.5 127.3 LgCpVal 21.09 -0.08 18.0 41.6 DivInc 11.13 -0.05 NA NA R2020A p 23.83 -0.19 5.7 33.4 IntlMstr nr 29.09 -0.73 NA NA
Hyld 3.97 -0.02 1.3 14.7 MidCapStock 25.64 -1.18 -2.0 97.5 Legg Mason I: CapGrP p 78.80 -2.34 -7.6 125.5 SmCpGrwth 20.47 -0.61 5.4 81.8 GNMAGvtSec 11.35 -0.03 NA NA R2030A p 30.28 -0.32 7.5 39.4 MT AllEq n 22.45 -0.30 NA NA
HYMuA 10.37 0.00 3.5 18.6 RetCho2015 11.79 -0.04 0.6 19.2 IntlGrTrI 68.07 -1.01 0.1 39.4 CorPlusFxdIncI 11.45 -0.04 -1.9 18.8 SmCpVal 17.08 -0.09 26.5 34.8 HiYldMuniBd 9.82 0.00 2.7 21.7 R2035 22.91 -0.27 8.5 42.2 MT Bal n 20.62 -0.20 NA NA
IntlBdA p 5.54 -0.03 -4.4 7.8 RetCho2025 12.89 -0.08 1.7 25.1 OpporTrI 50.09 -1.49 14.5 85.2 Discovery I 37.71 -1.42 -12.8 183.5 Osterweis Strat Income: Income 12.07 -0.03 NA NA R2040A p 32.93 -0.42 9.4 44.7 MT Gro n 26.40 -0.31 NA NA
IntlDivA 23.01 -0.47 2.7 27.7 RetCho2030 14.17 -0.14 3.1 30.1 Longleaf Partners: DiscoveryA p p 28.87 -1.09 -12.9 181.4 OsterweisStrInc n 11.46 -0.01 1.9 15.8 IntlBdUSH 10.85 -0.03 -1.6 13.7 Ret2045-A p 22.91 -0.30 9.9 46.2 S&P Sel n 64.15 -0.87 NA NA
IntlGrow 33.78 -0.71 4.4 30.3 RetCho2035 15.13 -0.18 5.1 34.7 Intl n 18.82 -0.30 8.3 13.3 GloFranI t 33.43 -0.23 7.1 55.2 InvstGrCrBd 10.82 -0.06 -3.0 20.1 Ret2050-A p 19.34 -0.25 10.0 46.3 SmCp Sel nr 38.54 -0.80 NA NA
IntlGrowA p
IntlSmCoA
48.82
56.09
-0.97
-1.32
3.4
1.2
27.2
34.0
RetCho2040R4 15.59
RetCho2045 15.98
-0.20
-0.22
6.3
7.0
37.0
38.6
Partners n
Sm-Cap n
26.69
27.29
-0.14 22.8 25.8
-0.20 14.4 29.6
InceptionP A p 21.41
InceptionPort I 29.23
-1.15
-1.57
14.6
14.7
254.5
257.5 PQ LowDurInc
LwDur
8.69
9.94
-0.02
0.00
1.1
0.2
13.9
9.1
Price Funds - R Cl:
BlChipR p 159.69 -3.74 3.2 62.9
SmCpEqSel nr 22.53
Trgt2030 nr 17.77
-0.31
NA
NA
NA
NA
NA
IntTMIA p 11.54 -0.01 1.5 13.9 RetCho2050R4 14.30 -0.20 7.1 39.1 Loomis Sayles Fds: IntlEqI 17.43 -0.07 7.6 23.5 PACE Funds Cl P: RealRtn 12.29 -0.02 1.2 22.0 ExtIndex nr 40.22 -0.81 8.4 57.5 Trgt2040 nr 19.11 NA NA NA
InvescoFd p 29.67 -0.33 5.9 90.8 RetLiv2025 11.63 -0.14 5.7 35.6 LSBondI 13.50 -0.04 0.4 11.6 MorganStanleyPathway: IntlEqty P 18.64 -0.17 NA NA ShtTm 9.84 0.01 0.3 6.2 GrowthR p 95.25 -1.93 5.2 69.2 TSM Sel nr 73.85 -1.10 NA NA
InvGloblFdA 120.95 -2.74 4.6 46.6 RetLiv2030 12.23 -0.18 6.6 38.9 LSBondR pn 13.42 -0.05 0.3 10.7 CoreFxIcm n 8.27 -0.04 -2.8 18.3 LgGrEqty P 28.07 -0.46 NA NA TotRt 10.29 -0.04 -2.2 17.4 R2020R p 23.54 -0.19 5.6 32.3 TxFrBd n 12.17 -0.02 NA NA
LmtdTrmMunInc p 11.55 -0.01 0.4 9.6 RetLiv2035 12.94 -0.20 7.8 41.6 LSCorBndA p 13.57 -0.04 -2.4 18.0 EmgMkt n 17.30 -0.47 1.9 13.9 LgVEqty P 25.36 -0.17 20.8 30.4 PIMCO Funds Instl: R2030R p 29.95 -0.32 7.5 38.4 USSmCoIdx nr 18.73 -0.22 NA NA
MnStFndA 60.65 -0.79 13.7 58.5 RetLiv2040 13.31 -0.22 8.7 44.4 LSFixIncl 13.28 -0.04 0.5 17.7 LgCapEq n 25.61 -0.38 NA NA StraFxd P 14.05 -0.05 -2.3 19.4 ComPLUSStrtgyFd 12.42 -0.20 NA NA R2040R p 32.62 -0.42 9.2 43.6 Segall Bryant & Hami:
MnStOpA p 26.18 -0.49 13.0 57.9 RetLiv2045 13.18 -0.23 9.4 45.9 LSStrIncA p 14.11 -0.05 1.4 11.1 Sm-MdCapEq nr 23.54 -0.38 11.8 49.2 Pacific Life Funds: DynamicBd 10.85 -0.01 1.2 13.6 Ret2025-R p 20.23 -0.19 6.4 35.4 PlusBd n 10.93 -0.04 -2.0 17.7
MnStSmCpA p 31.51 -0.47 14.5 40.6 John Hancock Funds A: SmCpGI 35.93 -1.20 2.7 57.6 Munder Funds: PortOptModAggClA p 15.89 NA NA NA GNMAGvtSec 11.35 -0.03 NA NA Ret2035-R 22.58 -0.27 8.4 41.1 SEI Portfolios:
ModInvA 12.52 -0.17 4.8 29.2 BalA 25.82 -0.23 6.2 41.6 Lord Abbett A: MndrIntlSmCpInv r 17.90 -0.33 NA NA PortOptModClA r 14.65 NA NA NA IncomeFd 12.07 -0.03 NA NA Ret2050-R 19.11 -0.26 9.9 45.1 CoreFxIn F 11.42 -0.06 -2.8 18.1
MunInA 13.84 -0.02 1.7 16.2 BondA p 16.28 -0.07 -2.1 18.5 Affiltd p 17.63 -0.21 16.0 33.5 Munder Funds Cl Y: Palmer Square: InflRespMulAsset 9.48 -0.06 NA NA PRIMECAP Odyssey Fds: EMktDbt F 10.31 -0.01 -2.6 8.7
QualityIncomeA 11.66 -0.03 -0.9 12.9 DispVal 26.48 -0.18 23.1 36.5 BdDeb p 8.44 -0.04 1.6 20.1 MndrSCVClY p 46.83 -0.77 NA NA Income Plus 10.08 0.00 0.7 10.2 RAEPLUSIntl 7.10 NA NA NA AggGrowth nr 55.51 -1.25 3.4 37.5 HiYld F 7.00 -0.01 NA NA
RchHiYldMuniA 8.14 0.00 3.7 28.8 DispValMdCp 27.28 -0.21 22.3 41.5 CalibrDivGr 19.66 -0.25 10.3 56.0 Mutual Series: Parnassus Fds: RAEPLUSSml 11.39 NA NA NA Growth nr 47.24 -0.81 11.4 40.0 IntlEmg F 14.96 -0.39 3.8 18.1
RealEst p 20.77 -0.22 15.0 29.4 FunLgCpCorA p 69.01 -1.04 NA NA CoreFxdInc p 11.07 -0.04 -2.0 16.2 BeacnZ n 18.96 -0.09 15.0 37.4 ParnEqFd n 60.11 -0.59 12.1 73.5 Pioneer Funds A: Stock nr 41.47 -0.45 18.0 50.0 IntlEq F 13.76 -0.12 8.7 21.1
RisingDivA 25.11 -0.29 10.0 47.6 InvGrBdA 10.86 -0.04 -2.2 17.1 DevGt p 28.32 NA NA NA GlbDiscA 32.72 -0.06 16.4 21.3 Parnsus n 61.27 -2.24 -0.3 56.1 AMTFreeMuniA p p 15.57 -0.03 -0.1 18.1 Principal Investors: IntMuni F 12.23 -0.01 0.8 14.7
RochAMTFrMuni 7.93 -0.01 2.1 25.5 IntlGrw 39.00 -1.10 6.4 37.6 FloatRt p 8.38 0.00 2.4 5.8 GlbDiscz n 33.51 -0.06 16.5 22.3 Pax World Fds: BondA 10.05 -0.04 -0.9 18.2 CapApprA p 60.94 -0.70 10.0 61.9 LgCapGr F 48.46 -1.09 NA NA
RochCAMuni 9.22 -0.02 1.5 21.6 LifeAggr 17.87 -0.32 10.6 43.3 FundlEq p 14.13 -0.14 17.1 35.7 QuestA t 14.44 -0.01 10.3 9.7 SustAll Inv n 28.43 -0.27 7.9 44.3 CoreEqA 25.35 -0.25 12.4 56.9 ConBalA p 13.53 -0.12 4.7 26.4 LgCVal F 28.13 -0.12 NA NA
RochLmtTrNYMuni p 3.07 0.00 1.1 18.4 LifeBal 16.41 -0.19 6.4 34.0 HiYldA t 7.50 -0.03 2.9 18.2 QuestZ n 14.69 -0.01 10.4 10.5 Paydenfunds: DiscGrA 19.85 -0.31 7.1 76.9 EqIncIA p 40.23 -0.31 13.7 46.0 MgdVol F 18.16 -0.01 NA NA
RochPAMuni 11.57 -0.01 1.9 25.1 LifeConsv 13.82 -0.06 1.5 20.8 HYMuniBd p 12.87 NA NA NA SharesZ n 30.02 -0.02 18.5 27.1 HiInc n 6.84 -0.02 2.8 25.7 EqIncA 41.81 -0.24 17.0 32.4 FlIncA p 13.25 -0.10 2.9 21.7 S&P500 F 89.41 -1.23 NA NA
RoMu A p 17.53 -0.01 3.5 27.2 LifeGrw 17.29 -0.26 8.7 39.1 IncomeA p 2.96 -0.01 -1.2 20.1 LowDur n 10.19 0.00 0.5 9.4 HighIncMuniA 7.46 0.00 3.0 16.5 HiYld IN 9.39 -0.02 1.9 16.3 ShtGov F 10.53 -0.01 0.0 8.1
SenFltRtA
ShortTerm p
6.94
8.66
0.00
0.00
3.3
0.4
-1.3
9.9
LifeMod
StrIncA p
14.72
6.73
-0.11
-0.01
4.2
0.0
27.5
16.3
IntrTxFr
MidCapStk
11.38
35.42
-0.02
-0.51
1.1
22.1
15.3
30.8
N LtdMat n
Pear Tree:
9.53 0.00 0.2 6.6 MdCapVa
PioFdA
28.53
39.08
-0.28
-0.49
21.8
13.2
31.2
75.7
InfPro IN
LgCpStA p
9.54
24.07
0.00
-0.33
0.8
11.5
19.9
59.7
TaxMgdLC F
TaxMgdSmMdCp F 28.54
34.88 -0.29
NA
NA
NA
NA
NA
SmCpEq p 17.26 -0.48 15.3 52.0 USGlobLdrs 66.51 -1.19 5.9 87.2 MultiAstBalOppty 14.08 -0.11 7.7 40.4 Nationwide Fds R6: ForeignVal I r 25.24 -0.17 13.1 17.2 SelMCGrA 54.44 -1.70 0.1 63.2 LgIndxI 24.07 -0.33 11.6 60.9 Selected Funds:
SmCpGr 47.75 -2.48 -0.1 63.8 John Hancock Instl: MultiAstInc 17.65 -0.07 6.1 29.8 IntIdxR6 9.06 NA NA NA PearValR6 12.94 -0.09 13.1 17.5 StratIncA p p 11.36 -0.03 0.7 19.0 LgIndxJ tn 23.79 -0.32 11.6 60.0 AmShD n 49.44 -0.87 22.1 50.7
SmCpValA t 21.67 -0.15 36.9 50.0 BalancedI 25.80 -0.23 6.4 42.9 ShDurTxFr 15.89 -0.02 0.3 7.7 MidCapIdxR6 19.92 NA NA NA PearValSCapInst 17.41 -0.27 16.9 21.3 Pioneer Funds Y: LT2020 In 15.13 -0.13 4.6 30.4 AmShS pn 49.28 -0.87 22.0 49.3
SP IncomeA 4.09 0.05 39.0 9.8 DispValMCI 28.54 -0.22 22.4 42.5 ShtDurIncmA p 4.21 0.00 0.9 10.9 Nationwide Fds Serv: Perm Port Funds: AMTFreeMuniY 15.50 -0.04 -0.1 18.8 LT2020J tn 15.03 -0.14 4.4 29.8 Sequoia:
Tech p 67.39 -2.24 -0.7 73.7 FunLgCpCorI 72.54 -1.09 NA NA TaxFr p 12.10 NA NA NA IDAggr p 10.35 NA NA NA Permanent n 50.43 -0.36 9.8 42.6 BondY 9.96 -0.03 -0.7 19.6 LT2030In 16.67 -0.19 6.7 36.6 SequoiaFd n 190.56 -4.30 12.3 66.2
Invesco Funds C: IncomeI 6.72 -0.01 0.1 17.4 TotRet p 10.50 -0.04 -1.5 16.1 IDMod p 10.25 NA NA NA PGIM Funds Cl A: SelMCGrY 60.80 -1.89 0.2 64.3 LT2030J tn 16.61 -0.18 6.7 36.0 Sit Funds:
EqWtdC 75.40 -0.70 17.8 51.7 StratIncmOppI 11.42 -0.02 1.4 17.2 ValOpps p 22.48 -0.41 17.3 47.0 IDModAggr p 10.46 NA NA NA 2020FcA 18.47 -0.47 5.5 57.0 StratIncY p p 11.36 -0.03 0.9 20.2 LT2040I 18.25 -0.23 8.3 41.3 MinnTxF n 10.75 -0.01 1.0 12.7
RchHiYldMunC 8.10 0.00 3.3 26.2 USGlbLdrsGrwI 73.59 -1.32 6.0 88.5 Lord Abbett C: Natixis Funds: Balanced 18.59 -0.21 7.7 31.7 Price Funds: LT2040J tn 18.05 -0.24 8.1 40.5 SmeadFds:
TEHYC 10.34 0.00 3.4 16.1 JPMorgan A Class: BdDeb 8.46 -0.05 1.4 17.7 InvGradeBdA p 11.45 -0.02 -0.9 19.9 HighYield 5.55 -0.02 2.8 23.2 2050RetFd n 19.57 -0.26 10.1 47.3 LT2050I 18.84 -0.26 9.3 43.6 SmeadValueInstl 64.05 -1.04 26.8 58.7
Invesco Funds Instl: CoreBond 11.95 -0.04 -2.2 16.6 FloatRt p 8.39 0.00 2.3 3.9 InvGradeBdY 11.46 -0.02 -0.8 20.8 JennBlend 26.15 -0.63 8.5 53.4 Balnanced n 29.02 -0.27 6.8 37.8 MdGrIII Inst 15.51 -0.33 1.0 67.7 SoundShoreInv n:
SmCpGr 56.94 -2.95 0.1 65.6 CorePlusBd p 8.51 -0.03 -1.7 16.8 ShtDurIncmC t 4.23 -0.01 0.4 8.8 LSGrowthY 24.70 -0.46 6.7 75.3 JennGrowth 57.29 -1.95 -2.8 79.5 BdEnhIdx nr 11.37 -0.04 -2.4 17.3 MidCpBldA 38.14 -0.63 8.7 67.4 SoundShoreInv n 50.58 -0.40 19.6 39.2
Invesco Funds P: EmMktEq t 41.08 -1.26 -3.8 45.0 Lord Abbett F: USEqOppsA 43.30 -0.46 15.0 65.5 JennHealthSci 48.83 -0.92 -2.3 48.9 BlChip n 171.10 -4.00 3.4 65.5 PreSecI 10.46 -0.03 1.2 20.3 Sprott Funds Trust:
Summit P pn 30.28 -1.03 2.8 81.4 EqInc p 22.61 -0.09 17.2 45.5 BdDeb 8.43 -0.04 1.8 20.5 Neuberger Berman Fds: JennMidCapGrowth 21.17 -0.68 0.2 71.7 CA Bond n 11.95 -0.01 1.2 15.0 PtrLGI In 21.36 -0.43 4.6 80.0 GoldEq Inv p/r tn 53.26 -0.35 -2.8 48.5
Invesco Funds Y: EqIndx p 63.43 -0.87 11.6 59.7 DevGt p 30.35 NA NA NA EmgMktInst 23.57 -0.57 1.6 13.9 JennSmallCompany p 27.17 -0.47 16.8 58.1 Communica&Tech n 183.73 -3.97 1.8 93.9 PtrLV In 20.32 -0.22 17.5 43.5 SSgA Funds:
BalancedRiskAllY n 11.94 -0.23 4.6 21.9 GwthAdv p 31.30 -0.91 3.8 93.6 FloatRt p 8.37 0.00 2.4 6.1 EqIncInst 14.92 -0.10 12.9 31.7 JennUtility 16.42 -0.15 3.3 41.6 DivGro n 66.76 -0.66 11.5 61.7 RealEstSecI 29.58 -0.24 13.7 42.4 SP500 n 264.55 -3.63 11.7 61.5
DevMktY n 55.09 -0.99 3.0 28.7 Inv Bal p 16.87 -0.14 5.7 32.8 HiYld p 7.49 -0.03 2.9 18.6 GenesInst 75.96 -1.16 8.0 58.8 NationalMuni 15.25 -0.03 0.5 13.9 DvsfMCGr n 45.87 -1.11 -0.4 66.8 SAMBalA p 18.14 -0.21 7.0 33.0 State Farm Associate:
DiscovY n 132.67 -6.47 2.0 83.8 InvCon p 13.76 -0.08 3.1 25.0 HYMuniBd 12.88 NA NA NA HiIncBdInst 8.77 -0.03 2.1 20.9 ShrtTermCorpBond 11.33 -0.01 -0.1 13.4 EmgMktB n 11.26 -0.03 -1.2 10.7 SAMGrA p 20.97 -0.30 9.2 39.0 Balan n 91.31 -0.67 9.3 48.2
EqWtdY n 80.22 -0.72 18.2 56.2 InvG&I p 19.78 -0.21 7.7 39.9 IntrTxFr 11.38 -0.01 1.1 15.8 IntrinsicValInst 23.32 -0.34 19.5 63.2 TotalReturnBond p 14.45 NA NA NA EmMktS n 54.73 -1.25 -0.1 23.5 StrGrw A p 23.01 -0.35 10.5 44.3 Gwth n 114.24 -0.89 13.0 61.4
GlblOppY n 78.85 -2.75 -1.4 34.8 InvGrwt p 24.79 -0.31 10.2 47.1 NatlTxF p 12.09 NA NA NA LCVal Inst 45.85 -0.23 26.1 82.0 PGIM Funds Cl C: EqInc n 37.72 -0.23 21.2 40.5 ProFunds Inv Class: Muni n 8.95 -0.01 -0.1 14.1
GloblY n 121.66 -2.76 4.7 47.6 LgCpGwth p 60.45 -1.46 2.5 99.0 ShtDurIncm 4.21 0.00 0.9 11.2 LgShInst 17.11 -0.09 3.0 29.1 TotalReturnBond 14.43 NA NA NA EqIndex n 110.40 -1.51 11.7 60.8 UltNASDAQ-100 n 80.50 -4.16 5.3 179.0 State Street Institu:
IncomeY n 4.31 0.05 38.9 10.5 MdCpGrw p 42.62 -1.18 0.0 82.4 ShtDurTxF p 15.90 -0.01 0.4 8.1 MidCapGroR6 20.22 -0.61 0.4 66.1 PGIM Funds Cl Z: Europe n 26.97 -0.14 10.0 33.2 Putnam Funds: SmCapEq (ICL) 22.73 -0.41 17.1 47.7
IntGrowY n 48.53 -0.97 3.5 28.2 MdCpVal p 44.93 -0.33 24.9 40.3 TotRet 10.50 -0.04 -1.4 16.4 StrIncInst 11.45 -0.04 NA NA GlobalRealEstate 25.07 -0.39 10.8 27.3 FinSvcs n 35.11 -0.03 30.5 53.1 GrOpp R6 57.03 -1.55 2.6 85.5 US Eq (ICL) 16.75 -0.21 12.1 71.1
IntlBdY n 5.54 -0.03 -4.3 8.6 ShrtDurBd p 11.14 0.00 0.3 10.3 Lord Abbett I: SustainableEqIns 47.41 -0.51 12.4 54.6 HighYield 5.57 -0.02 3.0 24.4 GlbGr n 44.72 -0.61 5.2 73.7 Putnam Funds Class A: State Street V.I.S.:
IntlSmCoY n 55.69 -1.31 1.3 35.0 Sm Cap p 65.20 -1.24 11.4 48.3 BdDebentr 8.39 -0.05 1.7 20.7 Neuberger Berman Inv: JennGrowth 63.42 -2.15 -2.7 81.2 GlbStk n 69.09 -1.40 5.0 90.5 CATx p 8.34 -0.02 1.1 16.9 TR V.I.S. Cl 1 17.89 -0.20 7.6 23.5
RocMuniY n 17.53 -0.01 3.6 28.0 SmCapGrw p 24.46 -0.98 -4.6 78.0 DevlpGro 36.15 NA NA NA Focus n 32.02 -0.57 NA NA JennHealthSci 56.52 -1.06 -2.2 50.3 GlbTech n 26.87 -0.90 -1.6 91.1 ConvSec 32.02 -0.72 -0.8 66.2 TR V.I.S. Cl 3 17.82 -0.19 7.5 22.6
Sel40Y n 5.82 0.04 31.6 -2.7 SR2020 p 18.88 -0.11 2.9 23.6 FloatRt 8.39 0.00 2.6 6.5 Genes n 76.00 -1.15 8.0 58.0 JennMidCapGrowth 26.62 -0.86 0.3 73.3 GMS-fd n 11.86 -0.03 0.2 20.8 DvrIn p 6.72 -0.03 -0.5 7.3 Sterling Capital Fds:
CoreBdY n 6.80 -0.03 -1.8 19.9 SR2030 p 21.70 -0.20 5.6 30.9 HiYld 7.54 -0.02 3.1 19.0 Guard n 25.46 -0.34 8.2 79.2 JennSmallCompany 30.58 -0.53 16.9 59.8 GNMA n 9.33 -0.02 -1.1 10.4 DynAABalA 17.56 -0.19 6.2 29.5 SmCap 87.52 -0.39 25.4 38.6
Ivy Funds: SR2040A p 25.39 -0.31 8.9 38.3 ShtDurInc p 4.21 0.00 1.0 11.8 IntlEqInst r 16.09 -0.18 8.0 30.4 TotalReturnBond 14.40 NA NA NA Growth n 102.14 -2.06 5.4 71.9 DynAAGthA 20.47 -0.29 8.4 33.3 TotRetBdI 11.01 -0.04 -2.1 19.0
AssetStrA p 25.64 -0.11 7.1 34.7 USEquity 21.05 -0.34 11.1 68.8 LSVValEq : LCVal n 45.87 -0.24 26.1 81.1 PIMCO Fds Admin: HelSci n 99.92 -1.52 1.1 62.3 EqIn p 31.15 -0.13 18.7 47.2
AssetStr I r
BalancedA p
26.07
28.45
-0.10
-0.28
7.2
9.0
35.8
44.7
ValAdv t
JPMorgan C Class:
43.81 -0.11 23.9 41.4 LSVValEq 32.35 -0.12 26.4 33.5 MdCpGrInv n 19.99
Neuberger Berman Tr:
-0.61 0.3 64.7 RealRetAd p
TotRtAd p
12.29 -0.02 1.2 21.5
10.29 -0.04 -2.3 16.9
HiYield n
InstEmMEq
6.65
49.69
-0.02
-1.13
2.0
-0.3
20.0
23.7
GeorgePutBal 23.55
GlblEqty p 20.50
-0.28
-0.51
5.2
7.4
44.4
26.0
T
CoreEqA t
EmgMktEqFdI 29.14
19.03 -0.33
-0.82
12.5
2.5
61.8
39.4
InvBal p
InvConsvGr t
16.54
13.68
-0.14 5.5 30.7
-0.09 2.8 22.9
M Genes n
GenesisFdR6 75.90
75.91 -1.16 7.9 57.6
-1.15 8.1 59.2
PIMCO Fds Instl:
AllAsset 13.18 NA NA NA
InstFLRfd r
InstFRF n
9.75
9.75
0.00
0.00
2.1
2.1
12.3
12.0
GlbHlthCare p 62.78
GrOpp p 53.62
-0.08
-1.46
5.4
2.5
53.9
83.5
TCU ShtDur :
TCU ShtDur 9.83 -0.01 -0.6 9.6
HiIncA p 7.26 -0.03 5.5 18.7 JPMorgan Funds: MainStay Fds A: New Covenant Funds: AllAssetAuth r 8.77 NA NA NA InstHiYld 8.83 -0.02 2.0 20.0 HiYld A p 5.94 -0.02 1.8 18.5 TCW Funds:
HiIncI r 7.26 -0.03 5.6 19.5 Fl EmMktEq L 42.45 -1.30 -3.7 46.5 ConvtA 23.60 -0.44 NA NA Growth n 57.54 -0.82 11.1 58.7 CommodtyRR 7.21 -0.12 NA NA LgCapGow I 65.37 -1.31 6.8 80.2 Incm p 7.00 -0.03 -2.7 16.7 CoreFxInc n 11.53 -0.04 NA NA
IntlCorEqI r 21.29 -0.15 13.3 16.3 MdCpVal L 46.23 -0.34 25.1 42.4 HiYldBdA 5.66 -0.01 NA NA Nicholas Group: DivInc 11.13 -0.05 NA NA InstLCCoreGr 67.47 -1.57 3.5 66.1 IntlEq p 28.72 -0.46 7.8 18.8 EmMktInc n 8.17 -0.03 -2.4 16.0
LgCpGwthA p 31.04 -0.49 7.3 78.0 USEquity L 21.18 -0.34 11.3 70.8 IncBldr 21.59 -0.14 NA NA Nch II I 34.69 -0.59 9.9 58.0 EmMktsBd 10.51 -0.04 -2.0 18.7 LgCpVal 28.34 -0.22 20.0 42.0 NYTx p 8.91 0.00 1.2 14.6 SelEqtyI n 36.82 -0.95 NA NA
LgCpGwthl r 33.31 -0.52 7.4 79.7 JPMorgan I Class: LgCpGrA p 12.32 -0.33 NA NA Nich n 83.63 -1.26 8.5 63.3 EmrgMktCur&STInv 8.09 -0.03 -0.6 4.5 InstSmCap 33.72 -0.85 10.1 69.1 ShtDurBd 10.27 -0.01 0.6 9.6 TotRetBondI n 10.11 -0.04 -2.3 16.7
LtdTrmI r 11.07 -0.01 0.1 10.6 CoreBond 11.94 -0.04 -2.1 17.4 TxFrBdA 10.70 -0.02 NA NA Northern Funds: ExtdDur 7.21 -0.17 NA NA IntDis n 95.19 -3.41 4.9 43.5 SmCapGr p 69.22 -2.62 0.8 81.5 TCW Funds N:
MidCapI 41.85 -1.02 2.9 95.5 CorePlusBd 8.51 -0.02 -1.6 17.9 MainStay Fds I: ActMIntlEq nr 13.43 -0.17 10.0 27.4 GlblBdOppUSH 10.71 0.00 0.1 14.7 IntEqIdx nr 16.48 -0.18 8.4 20.2 StDurInc 10.09 0.00 0.1 5.5 TotRetBdN pn 10.43 -0.04 -2.3 15.9
MdCpGwthA p 37.73 -0.92 2.7 93.1 EmMktEq I 42.10 -1.29 -3.7 46.1 EpochGlb r 20.40 -0.03 NA NA BdIdx n 10.80 -0.05 -2.7 16.0 HiYld 9.02 -0.04 NA NA IntlStk n 22.07 -0.35 4.9 30.5 SustainLdrsFd p 123.57 -2.18 9.8 75.4 The Bruce Fund:
MuniHighIncA t 5.09 0.00 1.5 12.9 EqInc 23.04 -0.08 17.3 46.6 MacKaySTMuni 9.73 -0.01 NA NA EmMktsEqIdx nr 14.06 NA NA NA HiYldMuniBd 9.82 0.00 2.7 22.0 Japan n 18.49 -0.97 -8.2 30.4 TFHY 13.21 0.00 3.1 18.9 BruceFund n 687.49 3.00 10.1 47.8
May 17, 2021 BARRON’S M31

Mutual Funds Data provided by

Net YTD 3-Yr.

NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret.
Net YTD 3-Yr.
NAV Chg. % Ret. % Ret. Scoreboard: A World of Worries
Third Avenue: Nasdaq100 n 37.00 -0.90 NA NA DivrEq n 50.73 -1.00 NA NA SmCapInst 105.18 -2.02 13.1 50.0
ValueInst 56.96 -0.48 32.5 23.2 ntTerBd n 10.84 NA NA NA EmgMktSelStk n 28.05 -0.78 5.9 27.8 SmCapIstPl 303.58 -5.85 13.1 50.0 (It was an ugly week. Inflation fears, a weak jobs report, and a pipeline shutdown sent the S&P 500 down
Thompson IM Fds,Inc: PrecMM n 21.76 0.16 NA NA Energy nr 36.93 0.03 18.0 -30.2 SmGthInst 75.71 -2.25 0.6 59.5 2.12%, and global tech funds down 5.36%. Bonds also lost ground. Only energy MLPs rose, up 1.03%.
Bond n 11.04 0.01 4.1 8.6 S&PIdx n 56.58 -0.83 NA NA EqInc n 44.19 -0.09 17.5 43.3 SmValInst 42.09 -0.51 23.8 39.4
Thornburg Fds: SciTech n 33.04 -1.52 NA NA Explr n 138.93 -3.78 7.9 66.4 STBdIdxInstPl 10.79 -0.01 -0.3 12.0
IncBuildA t 23.76 -0.14 12.7 24.3 ShtT n 10.66 NA NA NA EXPValFd n 46.90 -0.22 25.0 38.9 STBDInst 10.79 -0.01 -0.3 12.0 One Week Year-to-Date
IncBuildC p 23.73 -0.14 12.4 21.6 ShtTBdA n 9.35 NA NA NA FTAlWldInAdml n 38.94 -0.59 7.4 22.9 STCorpIxInst p 27.57 -0.01 0.1 14.5
IntVal I 31.14 -0.23 8.7 37.0 SmCpStk n 21.09 -0.58 NA NA GlbCapCyl Inv nr 11.14 -0.12 16.7 17.7 STIGradeInst 10.98 0.00 0.2 13.6 U.S. STOCK FUNDS – 2.46% 10.68%
IntValA p 30.01 -0.22 8.6 35.7 TarRet2030 n 13.80 NA NA NA GlbEq n 41.03 -0.90 8.5 50.8 STIPSIxins 26.25 0.04 2.6 13.4
LtdTIn 13.86 -0.02 -0.9 14.2 TarRet2040 n 14.01 NA NA NA GloMinVolFdAdm n 28.86 -0.23 5.6 20.5 STTresIdx 25.79 0.00 0.0 8.8 TOP SECTOR / Energy MLP Funds 1.03 29.41
LtdTIncI 13.86 -0.02 -0.8 15.1 TarRet2050 n 14.48 NA NA NA GNMA n 10.65 -0.04 -0.6 11.9 TotBdInst 11.21 -0.05 -2.8 16.6
LtdTMu I 14.59 -0.02 0.0 9.1 TarRetIncm n 12.03 NA NA NA GroInc n 64.80 -0.88 12.9 59.5 TotBdInst2 11.06 -0.04 -2.8 16.2 BOTTOM SECTOR / Global Science/Technology Fds – 5.36 – 3.64
LtdTMuA 14.59 -0.02 -0.1 8.4 VA Bd n 11.66 NA NA NA HlthCare nr 221.61 -0.21 4.3 45.8 TotBdInstPl 11.21 -0.05 -2.8 16.6 S&P 500 – 2.12 9.49
Thrivent Funds A: ValueFd n 18.77 -0.10 NA NA HYCor nr 5.95 -0.02 1.1 20.7 TotIntBdIdxInst 34.00 -0.17 -2.8 12.2
DivrIncPlus 7.91 -0.03 3.2 19.6 WldGr n 30.47 -0.51 NA NA InflaPro n 14.54 0.01 1.0 20.8 TotStInst 104.91 -1.56 11.1 61.9 U.S. BOND FUNDS – 0.29 – 0.34
LgCpStk 30.05 -0.46 10.2 34.1 IntlExplr n 21.68 -0.57 6.3 11.3 TtlWrldIxInst p 206.55 -3.15 9.5 42.9 Bloomberg Barclays AGG Bond – 0.54 – 2.79
MidCapStk
MuniBd
33.25 -0.66
11.63 -0.02
16.3
0.8
54.9
14.5 V IntlGr n
IntlVal n
49.63
44.57
-1.94
-0.40
-1.5
10.7
69.1
22.1
TxMCaInst r
TxMSCInst r
108.85
90.35
-1.60
-1.27
11.2
21.6
63.6
44.5 THE WEEK'S TOP 25
SmCapStk p 27.02 -0.52 19.4 60.2 VALIC: INSTTRF2015 25.10 NA NA NA ValueInst 54.69 -0.16 18.5 44.1
Thrivent Funds S: CoreBd 11.31 NA NA NA INSTTRF2020 27.20 NA NA NA Victory Funds: Fund Investment Objective One Week Year-to-Date
LgCpVal n 28.41 -0.17 22.5 42.6 CoreVal 13.21 -0.04 17.6 36.2 INSTTRF2025 28.69 NA NA NA EstValA 51.53 -0.50 NA NA
MidCapStk n 38.35 -0.77 16.4 56.1 FrgnVal 11.26 -0.09 11.1 10.6 INSTTRF2030 29.66 NA NA NA EstValI 51.59 -0.49 NA NA
OppIncmPl n 10.15 -0.03 0.2 12.6 GlobEq 10.38 -0.44 5.6 18.8 INSTTRF2035 30.57 NA NA NA EstValR p 50.73 -0.49 NA NA Nvgtr Sentry Mgd Vol I / NVXIX Equity Mkt Neutral 9.38% – 30.0%
TIAA-CREF/Instl Cl: HighYdBd 7.65 NA NA NA INSTTRF2040 31.51 NA NA NA SmCap Grwth p 90.83 -4.30 NA NA Invenomic Instl / BIVIX Alt Long/Short Eq 6.77 61.4
CoreBond Inst 10.71 -0.04 -2.0 17.7 InflPro 11.94 NA NA NA INSTTRF2045 32.37 NA NA NA SmCoOppI 57.83 -0.51 NA NA
CorePlsBd 10.89 -0.03 -1.5 18.5 IntlEq 8.27 -0.09 NA NA INSTTRF2050 32.50 NA NA NA VirtusFunds: Hercules Fund / NFLHX Abs Return 4.22 NA
TIAA-CREF/Retail Cl: IntlGro 18.27 -0.51 6.2 62.0 INSTTRF2055 32.58 NA NA NA CeredexLgCpVlEqI 15.66 -0.13 16.0 42.9 Invesco SP MLP A+ A / MLPLX Energy MLP Funds 3.66 47.1
EqIdx n 31.46 -0.46 11.0 60.4 IntlSmCpEq 22.19 -2.47 1.5 17.6 INSTTRF2060 32.68 NA NA NA CeredexMdCpVlEqI 14.61 -0.16 18.1 40.4
Gro&Inc n 25.78 -0.47 10.0 51.8 LgCpGro 20.88 -0.32 9.2 80.6 INSTTRFINC 24.70 NA NA NA GvSecUltShtBdI 10.03 0.00 0.0 4.9 AQR Eqty Mkt Ntrl I / QMNIX Equity Mkt Neutral 3.30 24.1
LrgCpGro n 23.73 -0.56 4.6 78.6 MidCpIdx 31.13 -0.54 NA NA ITIGrade n 10.10 -0.03 -2.1 21.8 InnGrSt I 54.97 -3.33 -17.5 131.3 Invesco SP MLP Al Y / MLPOX Energy MLP Funds 2.68 34.8
MgdAlloc n 14.34 -0.15 5.1 33.7 MidCpVal 22.27 -0.50 21.6 38.7 ITTsry n 11.45 -0.02 -1.6 17.1 LowDurCrPlBd I 10.97 -0.01 0.2 11.1
SocChEq n 24.25 -0.33 11.8 61.6 SciTech 37.76 -1.14 0.7 92.3 LifeCon n 23.08 -0.19 NA NA VirtusFunds Cl A: AQR Style Premia Al R6 / QSPRX Abs Return 2.65 27.6
TIAA/CREF Funds: SmCpIdx 23.01 -0.48 NA NA LifeGro n 43.12 -0.56 NA NA MidGrA 63.98 -3.18 -6.0 105.5
BdIdxInst 11.20 -0.04 -2.7 16.2 LifeInc n 17.17 -0.11 NA NA MulSStA p 4.77 -0.01 0.4 11.0 Maingate MLP I / IMLPX Energy MLP Funds 2.65 36.2
SocResp 24.60 -1.30 NA NA
EqIdxInst 30.89 -0.45 11.2 61.8 StckIdx 52.25 -0.72 NA NA LifeMod n 33.10 -0.35 NA NA SmCapSusA 50.08 -2.00 -3.8 79.5 AQR Lng-Sht Eqty I / QLEIX Alt Long/Short Eq 2.58 31.2
EqIdxRet 31.35 -0.46 11.0 60.5 StraBd 11.81 NA NA NA LTIGrade n 10.68 -0.13 -8.0 28.5 StratGrA p 25.75 -0.87 -2.6 72.2
Gr&IncInst 18.12 -0.33 10.0 53.1 LTTsry n 11.93 -0.19 -12.1 23.6 TactAllA p 13.04 -0.31 -1.2 48.3 Hennessy BP Midstrm Inst / HMSIX Energy MLP Funds 2.33 33.6
ValUltra 21.65 -0.59 NA NA
Gr&IncRet 18.51 -0.34 9.9 52.0 Value Line Funds: MATxEx n 11.42 -0.03 0.7 18.6 VirtusFunds Cl I: Hussman Inv Strat Gro / HSGFX Alt Long/Short Eq 2.24 11.7
HgYldInst 9.58 -0.03 1.7 17.9 AstAlcClInv n 44.31 -0.45 0.5 44.9 MgdPayFdInv n 18.58 -0.17 NA NA EmMktI 13.40 -0.28 0.9 20.7
InflLkdBdInst 12.51 0.01 2.2 18.1 MidCpGro pn 33.71 -1.16 0.5 57.7 ForOppI 33.28 -0.55 2.8 33.3 Lazard Equity Fran Inst / LZFIX Global Multi-Cap Value 1.95 18.0
CapAppreClInv n 13.09 -0.24 1.5 54.6
IntlEqIdxInst 23.00 -0.25 8.5 21.1 Van Eck Funds: MuHY n 12.06 -0.01 1.9 19.5 IntSmCapI 24.25 -0.84 3.6 41.0 Fidelity Sel Enrgy Ser / FSESX Natural Resources 1.60 34.6
IntlEqIdxRet 23.54 -0.25 8.5 20.2 EmgMktsY 20.95 NA NA NA MuInt n 14.80 -0.03 0.4 15.1 MulSStI 4.78 0.00 0.4 12.1
IntlEqInst 14.15 -0.08 7.9 15.0 VANGUARD ADMIRAL: MuLong n 12.21 -0.03 0.8 18.5 QualitySmCapI 28.92 -0.72 18.2 66.6 Gotham Short Strat Inst / GSSFX Alt Long/Short Eq 1.57 9.1
LC2020Ret 14.63 -0.12 4.0 28.4 400MCpIdxInst 366.80 -6.37 18.5 47.4 MuLtd n 11.23 -0.01 0.2 9.4 SmCapSusI 51.56 -2.07 -3.7 80.9 OTG Latin America A / OTGAX Latin American 1.56 2.4
LC2025Ret 15.45 -0.15 4.7 30.7 500Adml n 385.86 -5.27 11.7 61.6 MuSht n 15.93 -0.01 0.1 5.7 SmCpCorI 52.21 -0.49 12.8 72.7
LC2030Ret 16.15 -0.18 5.6 33.0 BalAdml n 46.38 -0.49 5.4 43.8 OHLTte n 13.22 -0.02 0.7 19.0 Vivaldi Merger: Slk I NH Frontier Inst / FSNHX GL Sm/Mid-Cap 1.55 4.7
LC2035Ret 17.03 -0.20 6.6 35.3 CAITAdml n 12.28 -0.02 0.1 14.2 Primcp nr 167.71 -2.65 13.0 57.2 Arbitrage Fund 11.21 -0.03 3.4 19.7 Brookfield CC Bf MSF I / CCCNX Energy MLP Funds 1.53 31.9
LC2040Inst 12.33 -0.16 7.6 38.5 CALTAdml n 12.77 -0.03 0.6 17.4 PrmcpCor n 33.82 -0.45 16.7 54.9 Voya Fds:
LC2040Ret 17.76 -0.23 7.5 37.4 CapOpAdml nr 197.46 -3.07 11.2 60.0 SelValu nr 32.50 -0.21 25.1 43.2 GNMA A 8.50 -0.02 NA NA Counterpoint Tact Eq I / CPIEX Alt Long/Short Eq 1.53 12.5
LC2045Ret 15.17 -0.22 8.5 39.9 CoDilxAd n 156.05 -5.68 9.6 92.1 STAR n 32.55 -0.46 NA NA GrOppI 57.09 -1.16 1.6 66.2 Vanguard Mkt Neut Inv / VMNFX Equity Mkt Neutral 1.52 11.7
LCIdx2010Inst 18.01 -0.13 2.9 29.1 CoStIxAd nr 91.36 0.33 7.0 55.7 STFed n 10.95 -0.01 0.1 10.7 InmdBdI 10.30 -0.04 -2.2 18.7
LCIdx2020Inst 20.53 -0.18 3.8 32.5 DivAppIdxAdm n 42.18 -0.34 10.4 61.5 STIGrade n 10.98 0.00 0.1 13.2 TRPGrEqI 112.94 -2.33 5.3 71.5 AQR Mgd Fut Str HV I / QMHIX Alt Mgd Futures 1.51 7.0
LCIdx2025Inst 22.16 -0.21 4.6 35.0 EMAdmr n 42.96 -1.20 3.2 21.1 STIPSixInv 26.20 0.04 2.6 13.1 Gotham Hedged Plus Inst / GHPLX Alt Long/Short Eq 1.51 26.8
LCIdx2035Inst 25.49 -0.30
LCIdx2040Inst 26.86 -0.35
6.3
7.3
40.2
42.5
EnergyAd nr 37.11
EnergyAdml nr 69.30
-0.11
0.07
44.6
18.0
-21.6
-30.0
StratgcEq n 43.72
StrSmCpEqInv n 43.77
-0.57
-0.58
20.7
23.9
43.7
38.2
WXYZ PGIM Jenn MLP Z / PRPZX Energy MLP Funds 1.40 29.4
LCIdx2045Inst 27.61 -0.38 8.3 45.2 EqIncAdml n 92.61 -0.20 17.5 43.7 STTsry n 10.74 0.01 0.1 9.9 Wasatch: RBB BP Lg/Sh Eq Inst / BPLSX Alt Long/Short Eq 1.37 26.5
LifeStkIdx 36.82 -0.54 11.1 61.5 EuropeAdml n 84.75 -0.43 12.2 23.5 TgtRe2015 n 16.07 -0.11 NA NA CoreGr n 101.42 -2.26 10.8 80.7
LrgCpGrIdxInst 51.54 -1.11 4.5 82.9 ExplrAdml n 129.29 -3.51 8.0 66.9 TgtRe2020 n 35.52 -0.31 NA NA MicCap n 12.80 -0.46 7.8 133.2 Scharf Alpha Oppty Rtl / HEDJX Alt Long/Short Eq 1.33 10.1
LrgCpGrIdxRet 51.90 -1.12 4.4 81.5 ExtndAdml n 134.84 -2.76 8.5 60.2 TgtRe2025 n 22.50 -0.24 NA NA SmCapGr n 59.07 -1.45 3.9 111.3
LrgCpGrInst 23.82 -0.56 4.7 80.1 TgtRe2030 n 42.74 -0.49 NA NA
PGIM QMA LS Eqty Z / PLHZX Alt Long/Short Eq 1.26 17.6
FinIxdAd nr 46.75 0.05 28.7 40.8 SmCapV n 10.87 -0.18 19.7 48.0
LrgCpVl IdxInst 24.09 -0.17 18.0 41.5 GNMAAdml n 10.65 -0.04 -0.6 12.2 TgtRe2035 n 26.83 -0.32 NA NA UltraGr n 48.35 -1.61 2.2 134.2
LrgCpVl IdxRet 24.53 -0.18 17.9 40.4 GroIncAdml n 105.79 -1.44 12.9 59.9 TgtRe2040 n 47.51 -0.62 NA NA WCM: THE WEEK'S BOTTOM 10
LrgCpVl Inst 22.25 -0.21 19.0 36.0 GrwthAdml n 136.33 -3.21 4.7 83.6 TgtRe2045 n 30.53 -0.42 NA NA FcusEmgMk Inst 19.65 -0.60 -0.9 59.4 Fund Investment Objective One Week Year-to-Date
MdCpGrInst 27.25 -0.83 -1.3 66.6 HltClxAd nr 118.93 -1.11 6.6 57.2 TgtRe2050 n 49.27 -0.69 NA NA FocInterGrFdInv 25.59 -0.60 4.0 66.6
MdCpVl Inst 20.54 -0.27 21.8 25.9 HlthCareAdml nr 93.45 -0.09 4.4 46.0 TgtRe2060 n 47.25 -0.66 NA NA IntlSmCpGrthFd I 27.70 -1.08 2.7 94.3
MdCpVlRet 20.38 -0.27 21.7 24.9 HYCorAdml nr 5.95 -0.02 1.1 21.1 TgtRet2055 n 53.49 -0.75 NA NA WCM Focus Funds: American Gro Cannabis E / AMREX Specialty & Misc – 9.88% 17.3%
QuantSmCpEqInst 21.98 -0.45 18.5 42.8 InfProAd n 28.54 0.01 1.0 21.1 TgtRetInc n 15.15 -0.10 NA NA WCMFocIntlGrwIns 25.77 -0.60 4.1 67.8 Jacob Internet Fund Inv / JAMFX Science & Tech – 8.92 5.0
RealSecInst 20.12 -0.21 14.3 50.3 InfTechIdx n 186.40 -4.36 3.1 106.1 TotIntBdIxInv 11.33 -0.06 -2.9 12.0 Weitz Funds:
S&P500IdxInst 46.05 -0.63 11.7 61.5 IntlGrAdml n 157.91 -6.17 -1.5 69.7 USGro n 64.56 -2.03 -1.6 91.6 PIIIOpp 17.25 -0.12 11.5 51.8 Cannabis Growth Investor / CANNX Specialty & Misc – 8.87 22.0
S&P500IdxRet 45.71 -0.63 11.6 60.3 ITBondAdml n 12.09 -0.04 -2.9 21.0 WellsI n 29.37 -0.11 4.3 31.2 ShtDurIncInst 12.42 -0.02 0.9 10.5 Upright Growth Fund / UPUPX Global Multi-Cap Value – 8.37 18.5
ShTrmBdInst 10.48 -0.01 0.1 9.9 ITCorpIx n 25.33 -0.05 -2.4 23.9 Welltn n 47.78 -0.36 8.4 42.0 ValueInv n 57.91 -0.77 14.5 68.4
SmCpBl IdxInst 27.51 -0.58 13.0 45.1 ITIGradeAdml n 10.10 -0.03 -2.1 22.2 Wndsr n 25.48 -0.22 20.3 45.6 Wells Fargo Adv Admi: Morg Stan I Gl Ins I / MIGIX Global Multi-Cap Growth – 8.33 – 16.7
SmCpBl IdxRet 27.62 -0.57 12.9 44.0 ITsryAdml n 11.45 -0.02 -1.6 17.4 WndsrII n 45.60 -0.54 17.8 57.9 Growth 50.25 -1.56 -3.9 76.5 Sparrow Growth Fund NL / SGNFX Mid-Cap Growth – 8.28 – 19.1
SocChEqInst 27.53 -0.37 11.9 63.0 ITTresIdx n 22.85 -0.05 -2.2 16.0 VANGUARD INDEX FDS: Wells Fargo Adv Cl A:
SocChEqRet 27.98 -0.37 11.7 61.8 LarCapAd n 97.96 -1.38 10.7 63.5 500 385.85 -5.27 11.7 61.1 AstAllA p p 16.56 NA NA NA Quantified STF Inv / QSTFX Flexible Portfolio – 8.13 – 7.6
Tortoise Capital: LTGradeAdml n 10.68 -0.13 -8.0 28.8 EmgMktInstPl 108.66 -3.04 3.2 21.3 CmStkA p p 24.23 -0.39 12.3 45.5
TorMLPPipInsCl 11.14 0.21 33.9 -5.3 Am Beacon ARK TI Y / ADNYX GL Science/Tech – 8.02 – 19.3
LTsryAdml n 11.93 -0.19 -12.1 24.0 ExtndIstPl 332.75 -6.80 8.5 60.3 DivCapBldr 12.54 -0.11 5.2 38.9
Touchstone Family Fd: LTTresIdx n 28.10 -0.43 -12.3 23.0 FTAIWdInPl 130.73 -1.99 7.4 23.1 IdxAstAllA 42.71 -0.47 5.7 41.9 Virtus Zeven Inn GrSt I / SCATX Multi-Cap Growth – 8.00 – 20.7
FlexIncY 11.25 -0.05 1.1 18.2 MatIdx nr 98.09 -0.21 23.0 52.5 Growth 136.36 -3.21 4.6 82.9 OmegaGwth 73.62 -2.22 0.0 78.6
FocEqY 62.02 -0.84 15.4 65.5 IdxIntl 20.83 -0.33 7.6 22.1
Alger Sm Cap Foc Z / AGOZX Small-Cap Growth – 7.86 – 12.2
MidCpAdml n 284.54 -3.86 11.3 53.3 OpptyA 54.66 -0.85 9.8 56.8
LagCapFoc A p 57.35 -0.80 14.5 73.5 MrgBkdIdx n 21.36 -0.10 -0.9 12.1 ITTresIdx Inst 28.36 -0.06 -2.1 16.1 PremLgCoGrthA 17.05 -0.49 1.0 71.3
MdCpGrwY 41.08 -0.74 2.6 65.0 MuHYAdml n 12.06 -0.01 2.0 19.7 LTTresIdx Inst 35.67 -0.54 -12.3 23.1 SpecTech 18.33 -0.52 -3.5 90.3
THE LARGEST 25
MdCpY 48.35 -0.65 9.2 57.5 MuIntAdml n 14.80 -0.03 0.4 15.4 MdCpGrAdml n 93.18 -1.83 2.2 65.8 SpSmCpValA p p 44.75 -0.38 26.1 39.3 Assets 3-Year* 1-Week YTD
SandsCapGrY 19.47 -0.73 -4.4 92.9 MuLTAdml n 12.21 -0.03 0.8 18.7 MdCpVlAdml n 74.43 -0.59 21.3 39.6 StrMunA 9.31 0.00 0.5 10.3 Fund (billions) Investment Objective Return Return Return
SmCoA p 6.59 -0.11 16.6 46.5 MuLtdAdml n 11.23 -0.01 0.3 9.7 MidCp 62.72 -0.85 11.3 52.7 Wells Fargo Adv Inst:
Tr for Credit Unions: MuShtAdml n 15.93 -0.01 0.2 5.9 RUSS2000IdxInst 341.32 -7.12 13.0 45.1 CoreBd 13.05 -0.05 -2.6 17.5
UltShtDur TCU 9.44 0.00 0.2 5.3 NJLTAdml n 12.77 -0.02 1.6 20.4 SmCap 105.14 -2.03 13.1 49.4 Growth 56.68 -1.76 -3.8 77.6 American Funds Gro A / AGTHX $135.3 Large-Cap Growth 17.8% – 3.58% 2.5%
Transamerica A: NYLTAdml n 12.22 -0.01 1.1 17.8 SmValAdml n 75.30 -0.91 23.8 39.4 MdCpVal 52.48 -0.15 21.3 50.7 Fidelity Contrafund / FCNTX 118.8 Large-Cap Growth 17.8 – 2.86 5.6
AsAlCnsrv p 11.76 -0.08 NA NA PacifAdml n 101.20 -2.40 3.1 18.9 TotBd 11.21 -0.05 -2.8 16.2 ShDurGovBdI 9.79 -0.01 -0.1 8.9
AsAIGrow p 15.61 -0.23 NA NA TotBd2 11.06 -0.04 -2.8 16.0
Vanguard Wellington Adm / VWENX 102.2 Mix Tgt All Gro 12.2 – 1.46 7.2
PALTAdml n 12.16 -0.03 1.0 18.9 UlStInc 8.61 0.00 0.3 8.3
AsAlMod p 12.73 -0.11 NA NA PrmcpAdml nr 173.83 -2.74 13.0 57.5 TotIntlInstIdx r 139.32 -2.25 7.6 22.4 UlStMuInc 9.61 0.00 0.2 4.5 American Funds Bal A / ABALX 95.8 Mix Tgt All Gro 11.0 – 1.11 6.9
AsAlModGr p 13.88 -0.15 NA NA RealEstatAdml n 137.67 -1.82 15.0 40.8 TotItlInstPlId r 139.36 -2.25 7.6 22.4 Western Asset: American Funds EuPc R6 / RERGX 89.7 Intl Large-Cap Growth 9.7 – 3.11 – 0.1
Balanced 33.84 -0.33 6.5 43.7 S&PSC600Idx 410.19 -5.76 21.5 44.4 TotSt 104.86 -1.56 11.1 61.4 CoreBondA 13.13 -0.07 NA NA
FocusA 48.12 -1.33 -8.8 116.0 SmCapAdml n 105.18 -2.03 13.1 49.9 VANGUARD INSTL FDS: CoreBondI 13.13 -0.07 NA NA
Dodge & Cox Stock / DODGX 85.8 Multi-Cap Value 15.1 – 1.23 23.9
Trust for Professional Ma: SmGthAdml n 94.54 -2.81 0.6 59.4 BalInst 46.38 -0.50 5.4 43.9 CoreBondIS 13.15 -0.07 NA NA American Funds Inc A / AMECX 81.2 Mix Tgt All Mod 9.5 – 0.54 10.1
PerfTrstMuniInst 25.78 -0.04 0.3 18.2 STBondAdml n 10.79 -0.01 -0.3 11.9 DevMktsIndInst 16.56 -0.19 9.1 23.1 CorePlusBdA 12.05 -0.06 NA NA PIMCO Income Inst / PIMIX 75.8 Multi-Sector Inc 5.4 – 0.17 1.0
PrfTrtStrtBd Ins 22.92 -0.06 0.0 16.0 STCorpIx n 22.52 -0.01 0.1 14.4 DevMktsInxInst 25.88 -0.31 9.1 23.1 CorePlusBdI 12.06 -0.07 NA NA
Tweedy Browne Fds: STFedAdml n 10.95 -0.01 0.1 11.1 EmMkInst r 32.66 -0.92 3.2 21.2 CorePlusBdIS 12.06 -0.06 NA NA
American Funds ICA A / AIVSX 74.8 Large-Cap Core 13.0 – 1.75 10.4
GblValue n 30.81 -0.11 12.2 14.7 STIGradeAdml n 10.98 0.00 0.2 13.5 EuroInst 36.14 -0.18 12.2 23.6 IntermedBdI 11.16 -0.03 -1.4 16.2 American Funds Wash A / AWSHX 71.5 Large-Cap Core 13.7 – 1.22 13.8
STIPSIxAdm n 26.23 0.04 2.6 13.3 ExDurTrsInst 38.05 -0.88 -16.9 27.9 IntermTermMuniA 6.58 -0.01 1.4 13.4 Dodge & Cox Income / DODIX 69.4 Core Bond 6.0 – 0.49 – 1.8
U STsryAdml n 10.74
STTresIdx n 20.53
0.01
0.00
0.1
0.0
10.2
8.8
ExtndInst
FTAlWldIst r
134.83
123.45
-2.76
-1.88
8.5
7.4
60.2
23.0
IntermTermMuniI 6.58
ManagedMuniA 16.77
-0.01
-0.02
1.7
1.9
14.0
15.2
Vanguard PRIMECAP Adm / VPMAX 69.0 Large-Cap Core 15.8 – 2.37 10.9
Ultimus: TotBdAdml n 11.21 -0.05 -2.8 16.6 FTScinst 28.90 -0.46 9.5 67.9 ManagedMuniI 16.80 -0.01 2.0 15.9 American Funds CIB A / CAIBX 66.6 Global Equity Income 7.5 – 0.77 8.5
LyricalUSVlEqI 22.08 -0.28 24.7 39.3 TotIntBdIdxAdm n 22.66 -0.11 -2.8 12.1 GrwthInst 136.34 -3.21 4.7 83.6 ShortTermBdIS 3.94 0.00 0.2 11.3 American Funds FInv A / ANCFX 66.3 Large-Cap Core 13.4 – 1.91 9.3
UM Funds: TotIntlAdmIdx nr 34.84 -0.56 7.6 22.3 InPrSeIn 11.63 0.01 1.0 21.3 SMAShCrPlCp n 9.22 -0.06 -1.7 18.8
BehavVal 85.01 -0.46 32.3 40.7 TotStAdml n 104.89 -1.57 11.1 61.8 InstIdx 365.14 -4.98 11.7 61.7 SmashSerC n 9.70 -0.04 -0.1 16.3 BlackRock Cash Inst SLA / 64.0 Instl Money Mkt NA NA NA
USAA Group: TxMBal nr 40.00 -0.32 5.5 37.6 InstPlus 365.16 -4.98 11.7 61.7 SmashSerM n 10.78 NA NA NA American Funds NPer A / ANWPX 63.4 Global Large-Cap Growth 17.0 – 2.97 3.5
500Indx Reward n 56.62 -0.83 NA NA TxMCapAdml n 219.09 -3.20 11.2 63.4 InstTStIdx 81.92 -1.22 11.1 62.0 TotalRetUnconI 10.60 NA NA NA American Funds CWGI A / CWGIX 61.3 Global Large-Cap Core 10.1 – 2.21 6.3
CA Bd n 11.57 NA NA NA TxMIn nr 16.54 -0.19 9.1 23.1 InstTStPlus 81.90 -1.22 11.1 62.0 Westwood:
CapGr n 13.13 -0.19 NA NA TxMSC nr 90.15 -1.26 21.6 44.4 ITBdInst 12.09 -0.04 -2.9 21.1 IncomeOppI 13.90 -0.19 6.7 33.9 Fidelity Str Adv LgCp / FALCX 60.5 Large-Cap Core 0 – 2.07 11.7
CrnrsMod n 16.80 -0.16 NA NA USGroAdml n 167.27 -5.26 -1.6 92.2 ITBdInstPI 12.09 -0.04 -2.9 21.1 SmallCapI 22.24 -0.23 25.9 35.9 Vanguard Intl Gro Adm / VWILX 60.1 Intl Large-Cap Growth 18.4 – 4.80 – 3.8
CrnstModAggr n 29.14 -0.32 NA NA UtilIxAd nr 72.30 -0.20 5.7 41.1 LaCapInst 403.20 -5.66 10.7 63.6 Wilmington Funds: T Rowe Price BC Gro / TRBCX 59.8 Large-Cap Growth 17.4 – 3.75 1.1
ExtMktIn n 27.91 -0.56 NA NA ValAdml n 54.69 -0.17 18.5 44.1 LTBdInst 14.94 -0.19 -9.0 28.0 BroadMktBdInst 10.06 -0.04 -2.6 16.0
Gr&Inc n 25.31 -0.44 NA NA WdsrllAdml n 80.91 -0.97 17.8 58.3 LTBdInstPl 14.94 -0.19 -9.0 28.0 Intl Inst 10.34 NA NA NA Fidelity SA US Tot Stk / FCTDX 58.6 Multi-Cap Core 16.6 – 2.07 10.9
Gr&TxStr n 25.10 -0.18 NA NA WellsIAdml n 71.16 -0.26 4.4 31.5 MidCpInst 62.86 -0.85 11.3 53.3 LgCpStrInst 29.94 -0.43 11.1 62.2 MetWest Total Rtn I / MWTIX 53.8 Core Plus Bond 5.9 – 0.62 – 2.4
Grwth n 35.06 -0.92 NA NA WelltnAdml n 82.51 -0.63 8.4 42.3 MidCpIstPl 310.00 -4.20 11.3 53.3 Wm Blair Funds Cl I: Vanguard Sh-Tm Inv Adm / VFSUX 53.0 Short Inv Grade 4.3 – 0.06 0.1
HiIncm n 7.87 -0.02 NA NA WndsrAdml n 85.95 -0.74 20.4 46.1 RealEstaInstl 21.31 -0.28 15.1 40.9 IntlGthI r 40.55 -1.11 2.3 41.2
Inco n 13.58 -0.03 NA NA VANGUARD FDS: Rs1000GrwIdxInst 497.22 -10.68 4.5 82.8 SmMidI r 36.15 -0.86 2.9 60.7 PIMCO Tot Rtn Inst / PTTRX 52.6 Core Plus Bond 5.5 – 0.45 – 2.3
IncStk n 20.31 -0.09 NA NA CAIT n 12.28 -0.02 0.1 14.0 Rs1000Vl IdxInst 275.27 -2.01 18.0 41.4 Wm Blair Funds Inst: Vanguard Wellesley Adm / VWIAX 51.9 Mix Tgt Alloc Con 9.4 – 0.67 3.8
Intl n 28.99 -0.34 NA NA CALT n 12.77 -0.03 0.5 17.1 Russ1000IdxInst 375.88 -5.34 11.0 63.2 IntlGth 20.85 -0.57 2.4 42.5
IntmTerm n 13.93 NA NA NA CapOp nr 85.51 -1.33 11.2 59.7 Russ2000GrIxInst 401.57 -12.39 1.2 49.2 Wm Blair Funds R6: *Annualized 05/10/2018 to 05/13/2021. Through Thursday. Source: Lipper
LgTerm n 13.85 NA NA NA DivdGro n 36.75 -0.29 11.2 61.4 Russ3000Idx 373.05 -5.47 11.1 61.7 EmgMktGth 18.78 -0.74 -0.3 42.4
M32 BARRON’S May 17, 2021

Weekly Closed-End Funds Data provided by

52 Week 52 Week
Stock Market Prem Market TRACKING CLOSED - END FUNDS Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return
Friday, May 14, 2021 Swiss Helvetia (SWZ) ..................... N 10.72 9.26 – 13.6 36.1
General Equity Funds Tech Check: The tech selloff spilled over into the Herzfeld Average and the Dow, as Templeton Dragon (TDF) ................ N 24.32 21.96 – 9.7 53.9
Adams Diversified Equity (ADX) ...... N 22.33 19.06 – 14.6 45.5 Templeton Em Mkt (EMF) ............... N 21.00 19.10 – 9.0 65.2
Boulder Growth & Income (BIF) ...... N 16.14 13.56 – 16.0 58.6 those indices dropped 2.8% and 1.5%, respectively, for the week ended Thursday. United Corps Ltd (UNC)-cy ............... T 166.75 110.00 – 34.0 23.9
Central Secs (CET)-c ........................ A 49.21 39.49 – 19.8 54.4 Wells Fargo Gl Div Oppty (EOD) ....... N 6.05 5.44 – 10.1 52.3
CohenStrsCEOppFd (FOF)-a ............ N 13.73 13.82 + 0.7 55.9 12 mos
Eagle Capital Growth (GRF)-c ........... A NA 8.95 NA 43.5 Stock Market Prem Yield
EVTxAdvDivIncm (EVT) .................. N 28.19 27.34 – 3.0 67.6 65400 Net Asset Value Fund Name (Symbol) Exch NAV Price /Disc 4/30/21
Equus II (EQS) ................................ N NA 1.93 NA 83.8 69000
Foxby Corp. (FXBY) ........................ O 22.86 NA NA NA U.S. Mortgage Bond Funds
GabelliDiv&IncTr (GDV)-a ................ N 28.70 25.73 – 10.3 71.8 62800 BlckRk Income (BKT)-a .................... N 6.06 6.19 + 2.1 6.7
Gabelli Equity Tr (GAB)-h ................. N 6.83 7.29 + 6.7 93.2 58400 First Trust Mtge Inc (FMY) .............. N 14.17 13.50 – 4.7 5.2
GeneralAmer (GAM) ....................... N 49.67 42.23 – 15.0 56.9 Invesco HI 2023 Tgt Term (IHIT) ..... N 9.26 9.57 + 3.3 6.4
JHancockTaxAdvDiv (HTD)-a .......... N 25.01 23.99 – 4.1 47.2 56600 Invesco HI 2024 Tgt Term (IHTA) .... N 9.73 9.79 + 0.6 5.8
Liberty All-Star Equity (USA) ........... N 7.91 8.10 + 2.4 74.6 Nuveen Mortgage and Inc (JLS)-a .... N 22.55 20.82 – 7.7 4.1
Liberty All-Star Growth (ASG)-g ....... N 8.00 8.61 + 7.6 72.3 51400 50400 Nuveen Multi-Market Inc (JMM)-c ... N 7.78 7.32 – 5.9 4.3
NuvTaxAdvTRStrat (JTA) ............... N 12.62 11.32 – 10.3 65.0 Vertical Capital Income (VCIF) ........ N NA 10.75 NA 5.9
Royce Micro-Cap Tr (RMT) ............. N 13.13 11.52 – 12.3 98.0 *Herzfeld 44200 Western Asset Mtg Oppty (DMO) .... N NA 14.97 NA 9.2
Royce Value Trust (RVT) ................. N 20.98 18.60 – 11.3 82.5 3Q 4Q 1Q 2Q Investment Grade Bond Funds
Source Capital (SOR) ...................... N 48.93 45.21 – 7.6 52.4 Closed-End 44400 Angel Oak Dynmc FS I Trm (DYFN)-a N 21.02 19.60 – 6.8 NS
Special Opportunities (SPE) ............ N NA 15.13 NA 67.9 Average % Disc/Prem From Net Asset Value Angel Oak FS Inc Trm (FINS)-a ......... N 18.86 18.12 – 3.9 6.9
Sprott Focus Trust (FUND) .............. O 9.52 8.39 – 11.9 66.4 -2 BlRck Core Bond (BHK)-a ................. N 15.74 15.70 – 0.3 5.3
Tri-Continental (TY) ........................ N 37.68 33.77 – 10.4 57.0 BR Credit Alloc Inc (BTZ)-a ............... N 15.28 14.82 – 3.0 6.8
Specialized Equity Funds
37400 BR Enhcd Govt (EGF)-a .................... N 12.92 12.65 – 2.1 3.8
Aberdeen Glb Prem Prop (AWP) ..... N 6.47 6.21 – 4.0 67.2 -4 Insight Select Income (INSI) ........... N 21.34 20.38 – 4.5 3.8
Aberdeen Std Gl Infra I (ASGI) ......... N 23.26 20.89 – 10.2 NS InvescoBond (VBF) ......................... N 20.69 19.58 – 5.4 3.5
Adams Natural Resources (PEO) .... N 18.64 16.08 – 13.7 69.7 30400 -6 J Han Income (JHS) ........................ N 15.97 15.90 – 0.4 5.4
ASA Gold & Prec Met Ltd (ASA) ....... N 26.68 23.04 – 13.6 50.4 MFS Govt Mkts (MGF) .................... N 4.50 4.33 – 3.8 7.8
BR Enh C&I (CII)-a ........................... N 21.21 19.87 – 6.3 55.9 -8 MFS Intmdt (MIN) .......................... N 3.80 3.70 – 2.6 9.0
BlackRock Energy & Res (BGR)-a .... N 10.10 9.56 – 5.3 50.5 Dow Industrials Western Asset Inf-Lk Inc (WIA) ....... N NA 13.63 NA 5.8
BlackRock Eq Enh Div (BDJ)-a .......... N 10.63 10.06 – 5.4 59.6 23400 -10 Western Asset Inf-Lk O&I (WIW) ....
WA Investment Grade Inc (PAI) .......
N
N
NA
NA
12.87
15.14
NA
NA
3.0
3.8
BlackRock Enh Glbl Div (BOE)-a ....... N 13.26 11.90 – 10.3 47.5 3Q 20 4Q 20 1Q 21 2Q 21 3Q 20 4Q 20 1Q 21 2Q 21
BlackRock Enh Intl Div (BGY)-a ........ N 6.89 6.21 – 9.9 41.0 WesternAssetPremBd (WEA) ......... N NA 14.30 NA 5.4
BlackRock Hlth Sci Tr II (BMEZ)-a .... N 27.99 26.37 – 5.8 39.4 Westn Asst IG Def Opp Tr (IGI) ........ N NA 21.41 NA 3.6
BlackRock Hlth Sciences (BME)-a .... N 46.15 46.99 + 1.8 22.3
The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in Loan Participation Funds
BlackRock Innov and Grow (BIGZ) .. N 17.64 19.53 + 10.7 NS American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami. Apollo Senior Floating (AFT)-a ......... N NA 15.25 NA 6.2
BlackRock Res & Comm (BCX)-a ..... N 10.19 10.04 – 1.5 97.4 305-271-1900/www.herzfeld.com BR Debt Strategy (DSU)-a ................ N 11.63 10.89 – 6.4 7.2
BlackRock Sci&Tech Tr II (BSTZ)-a .. N 36.76 34.82 – 5.3 80.8 BR F/R Inc Str (FRA)-a ...................... N 13.93 12.89 – 7.5 6.8
BlackRock Sci&Tech Trust (BST)-a .. N 50.09 55.63 + 11.1 73.4 BlackRock Floatng Rt Inc (BGT)-a .... N 13.52 12.68 – 6.3 6.7
52 Week 52 Week Blackstone Lng-Sh Cr Inc (BGX) ..... N 15.43 14.41 – 6.6 7.7
BlackRock Utl Inf & Pwr (BUI)-a ....... N 24.92 26.71 + 7.2 55.7
CBRE ClrnGlbRlEst (IGR) ................ A 8.95 8.06 – 9.9 72.9 Stock Market Prem Market Stock Market Prem Market Blackstone Sr Fl Rt Tm (BSL) .......... N 16.41 15.81 – 3.7 6.3
CLEARBRIDGE ENGY MDS OPP (EMO) N NA 22.22 NA 115.6 Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return Blackstone Strat Cr (BGB) ............... N 14.64 13.55 – 7.4 7.4
CLEARBRIDGE MLP&MDSTM TR (CTR) N NA 24.11 NA 107.2 Nuv Dow 30 Dyn Overwrite (DIAX) .. N 18.08 16.61 – 8.1 40.6 Ellsworth G&I Fund Ltd (ECF) .......... A 14.05 13.81 – 1.7 53.7 BNY Mellon Alct GCI 2024 (DCF)-a ... N 9.37 9.56 + 2.0 6.3
ClearBridge MLP & Midstm (CEM) .. N NA 28.06 NA 92.0 NuvCorEqAlpha (JCE) ..................... N 16.63 16.05 – 3.5 48.6 Gabelli Conv Sec (GCV) ................... N 6.45 6.26 – 2.9 43.4 Eagle Point Credit (ECC) .................. N NA 13.51 NA 7.6
Cntr Cst Brkfld MLP&EI (CEN) ......... N 16.81 13.01 – 22.6 15.7 NuveenDiversDiv&Inc (JDD) .......... N 11.23 10.06 – 10.4 55.2 HiIncBd (PCF) ................................. N NA 9.76 NA 56.8 Eagle Point Income (EIC) ................ N NA 15.80 NA 6.2
ChnStrInfr (UTF)-a ........................... N 26.91 28.40 + 5.5 58.3 Nuveen Nasdaq 100 Dyn Ov (QQQX) N 27.27 27.06 – 0.8 29.3 VAGI Conv & Inc II (NCZ)-a .............. N 5.39 4.93 – 8.5 59.9 Eaton Vance F-R 2022 TT (EFL)-a ..... N 9.29 9.44 + 1.6 4.4
COHEN & STEERS MLP INC&E (MIE)-a N 3.98 3.72 – 6.5 98.5 Nuv Real Est (JRS) .......................... A 11.07 10.37 – 6.3 71.3 VAGI Conv & Inc (NCV)-a ................. N 6.01 5.55 – 7.7 56.5 EtnVncFltRteInc (EFT) .................... N 14.56 14.22 – 2.3 5.1
Cohen&SteersQualInc (RQI)-a ......... N 15.06 14.85 – 1.4 85.4 Nuveen Rl Asst Inc & Gro (JRI)-a ...... N 16.89 15.27 – 9.6 62.6 VAGI Con & Inc 2024 (CBH)-a .......... N 10.45 10.12 – 3.2 36.9 EtnVncFltRteIncPlus (EFF) .............. N 16.58 16.44 – 0.8 4.4
Cohen&Steers TotRet (RFI)-a .......... N 14.38 15.00 + 4.3 56.3 NuvS&P500DynOvFd (SPXX) ......... N 17.46 16.87 – 3.4 47.8 VAGI Dvs Inc & Conv (ACV)-a ........... N 33.85 32.00 – 5.5 68.5 EV SenFlRtTr (EFR) ......................... N 14.34 13.98 – 2.5 5.5
CohenStrsREITPrefInc (RNP)-a ....... N 25.66 25.26 – 1.6 68.3 NuvSP500BuyIncFd (BXMX) .......... N 14.63 13.69 – 6.4 38.4 VAGI Eqty & Conv Inc (NIE) ............. N 31.24 28.07 – 10.1 45.1 EVSnrIncm (EVF)-a .......................... N 6.85 6.73 – 1.8 5.8
Columbia Sel Prm Tech Gr (STK)-a ... N 30.58 31.77 + 3.9 72.2 PIMGlbStkPI (PGP)-a ...................... N NA 10.63 NA 57.8 World Equity Funds First Eagle Senior Loan (FSLF) ........ N 15.89 14.66 – 7.7 6.2
CushingMLPTotRet (SRV)-ad .......... N 36.88 27.98 – 24.1 65.6 ReavesUtilityIncome (UTG) ............ A 34.45 34.88 + 1.2 22.0 AbrdnAusEq (IAF) ........................... A 6.28 6.47 + 3.0 81.2 FT/Sr Fltg Rte Inc 2 (FCT) ................ N 12.63 12.35 – 2.2 9.98
Cushing NextGen Inf Inc (SZC)-a ...... N 54.48 43.59 – 20.0 71.2 RMR Mortgage Trust (RMRM) ........ A NA 11.76 NA 30.5 Aberdeen Emg Mkts Eq Inc (AEF) .... A 9.81 8.69 – 11.4 64.2 FT/Sr Fltg Rte 2022 TgTr (FIV) ......... N 9.64 9.38 – 2.7 2.1
DNP Select Income (DNP) .............. N 9.82 10.29 + 4.8 8.6 Salient Midstream & MLP (SMM) ... N 7.54 5.63 – 25.3 48.1 Aberdeen Glbl Dyn Div (AGD) .......... N 13.08 11.63 – 11.1 57.9 Highland Income (HFRO) ................ N 13.30 11.48 – 13.7 8.0
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N 14.46 14.35 – 0.8 69.3 Tortoise Energy Ind (NDP) .............. N 23.41 19.32 – 17.5 74.2 Aberdeen Japan Equity (JEQ) .......... N 10.00 8.68 – 13.2 34.2 InvDYCrOpp (VTA) ......................... N 12.16 11.58 – 4.8 7.8
Duff&Ph Sel MLP&MS Engy (DSE) . N 8.93 8.42 – 5.7 64.6 Tortoise Enrgy Infra Crp (TYG) ........ N 35.00 27.16 – 22.4 78.6 Aberdeen Tot Dyn Div (AOD) ........... N 11.13 9.83 – 11.7 54.1 InvSnrIncTr (VVR) .......................... N 4.59 4.22 – 8.1 6.0
EtnVncEqtyInc (EOI) ....................... N 18.26 17.75 – 2.8 44.4 Tortoise Ess Asst Inc Tm (TEAF) ..... N 16.86 14.38 – 14.7 50.7 BlackRock Capital Alloc (BCAT)-a ..... N 21.49 20.42 – 5.0 NS Nuveen Credit Strat Inc (JQC)-a ........ N 6.96 6.56 – 5.7 14.1
EtnVncEqtyIncoII (EOS) ................. N 21.97 21.74 – 1.0 42.0 Tortoise Midstream Enrgy (NTG) .... N 37.17 28.69 – 22.8 75.3 Calamos GloDynInc (CHW)-a ........... N 9.76 10.24 + 4.9 79.6 NuvFloatRateIncFd (JFR)-a .............. N 10.30 9.61 – 6.7 6.2
EVRskMnDvsEqInc (ETJ) ............... N 10.38 10.90 + 5.0 30.4 Tortoise Pipelne & Enrgy (TTP) ....... N 29.15 22.50 – 22.8 66.9 Cdn Genl Inv (CGI)-y ........................ T 52.55 35.51 – 32.4 58.1 NuvFloatRteIncOppty (JRO)-a ......... N 10.21 9.48 – 7.1 6.2
ETnVncTxMgdBuyWrtInc (ETB) ..... N 15.64 15.89 + 1.6 34.5 Tortoise Pwr & Engy Infr (TPZ) ....... N 15.75 12.86 – 18.3 56.8 Central and Eastern Euro (CEE) ....... N 30.15 25.78 – 14.5 39.7 Nuveen Senior Income (NSL)-a ........ N 6.06 5.63 – 7.1 6.7
EtnVncTxMgdBuyWrtOpp (ETV) ..... N 15.28 15.94 + 4.3 32.4 VAGIAI & Tech Opptys (AIO)-a ......... N 27.93 25.82 – 7.6 61.4 China (CHN) ................................... N 31.68 28.74 – 9.3 53.5 Nuveen Sht Dur Crdt Opp (JSD)-a .... N 15.47 14.40 – 6.9 6.3
EvTxMnDvsEqInc (ETY) ................. N 13.61 13.41 – 1.5 44.3 VDivInt&PremStr (NFJ) .................. N NA 14.18 NA 46.5 Delaware Enh Gl Div & In (DEX) ....... N 11.29 10.24 – 9.3 45.1 PionrFltRate Tr (PHD) ..................... N 11.73 11.22 – 4.3 6.6
EtnVncTxMgdGlbB (ETW) .............. N 10.86 10.59 – 2.5 47.4 Wells Fargo Ut & Hi Inc (ERH)-a ....... A 12.92 13.21 + 2.2 19.8 EV TxAdvGlbDivInc (ETG) ............... N 21.81 20.20 – 7.4 73.0 High Yield Bond Funds
EVTxMnGblDvEqInc (EXG) ............. N 10.12 9.70 – 4.2 58.5 Income & Preferred Stock Funds EtnVncTxAdvOpp (ETO) ................. N 29.74 28.09 – 5.5 58.4 Aberdeen Inc Credit Str (ACP) ......... N 11.57 12.22 + 5.6 10.2
First Trust Energy Inc G (FEN) ......... A 14.63 14.16 – 3.2 46.9 CalamosStratTot (CSQ)-a ................ N 17.13 16.93 – 1.2 67.2 Economic Inv Tr (N/A)-cy ................. T 179.32 122.00 – 32.0 28.2 AllianceBernGlHiIncm (AWF) .......... N 12.89 11.89 – 7.8 6.5
First Tr Enhanced Eq (FFA) .............. N 20.07 19.46 – 3.0 58.1 CohenStrsLtdDurPref&Inc (LDP)-a . N 25.89 26.24 + 1.4 31.3 European Equity Fund Inc (EEA)-a .... N 13.01 11.52 – 11.5 62.8 Barings Glb SD HY Bd (BGH) ........... N 17.75 16.58 – 6.6 7.7
First Tr Specialty Fn (FGB) ............... N 4.24 4.19 – 1.2 53.6 CohenStrsSelPref&Income (PSF)-a . N 26.65 28.83 + 8.2 34.8 FirstTrAbEmergOp (FEO) ................ N 15.70 15.00 – 4.5 58.9 BR Corporate HY (HYT)-a ................. N 12.06 11.66 – 3.3 7.7
FirstTrEnergyInfra (FIF) .................. N 14.95 13.04 – 12.8 35.4 CohenStrsTaxAvPreSecs&I (PTA)-a N 25.68 25.00 – 2.6 NS FirstTr Dyn Euro Eq Inc (FDEU) ....... N 15.36 13.50 – 12.1 57.1 BlackRock Ltd Dur Inc (BLW)-a ........ N 17.00 16.55 – 2.6 6.9
FirstTrMLPEner&Inc (FEI) .............. N 8.44 7.74 – 8.3 50.4 Del Div & Inc (DDF) ......................... N 11.03 11.43 + 3.6 51.1 Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 17.88 15.13 – 15.4 105.6 BNY Mellon Hi Yield Str (DHF)-a ....... N 3.30 3.11 – 5.8 8.1
Gab Gl Util & Inc (GLU)-ah ................ A 21.56 22.08 + 2.4 64.5 Dividend and Income (DNI) ............. N 19.86 14.42 – 27.4 72.8 Gabelli Multimedia (GGT)-h ............. N 9.15 9.97 + 9.0 84.2 Brookfield Real Asst Inc (RA)-a ........ N 20.31 20.99 + 3.3 10.8
Gabelli Healthcare (GRX)-h .............. N 15.07 13.10 – 13.1 41.5 FirstTrIntDurPref&Inc (FPF) ........... N 24.51 24.24 – 1.1 34.1 GDL Fund (GDL) ............................. N 10.83 8.93 – 17.5 16.4 CrSuisHighYld (DHY) ..................... A 2.58 2.47 – 4.3 8.0
Gab Utility (GUT)-ah ......................... N 4.48 7.42 + 65.6 28.0 Gabelli Go Anywhere Tr (GGO) ........ N 17.28 NA NA NA Herzfeld Caribb (CUBA) .................. O 7.51 6.22 – 17.2 89.4 CSAM Income Fd (CIK) ................... A 3.50 3.52 + 0.6 7.8
GAMCOGlGold&NatRes (GGN)-a ..... A 4.18 3.89 – 6.9 28.5 JHanPrefInc (HPI)-a ........................ N 20.42 20.58 + 0.8 33.5 Highland Global Alloc (HGLB) ......... N 11.38 8.75 – 23.1 92.5 DoubleLine Inc Sol (DSL)-a .............. N 18.21 17.85 – 2.0 8.9
GAMCO NR GLD & INC TR (GNT)-a .. N 6.27 5.69 – 9.3 31.6 JHPrefIncII (HPF)-a ......................... N 20.15 20.66 + 2.5 39.6 India Fund (IFN) .............................. N 23.01 20.68 – 10.1 65.8 DoubleLine Yld Opps (DLY)-a .......... N 20.33 19.77 – 2.8 7.0
J Han Finl Opptys (BTO) .................. N 39.58 40.20 + 1.6 134.8 HnckJPfdInco III (HPS)-a ................ N 17.99 18.43 + 2.4 40.2 J Han Hdgd Ety & Inc (HEQ) ............ N 13.69 12.47 – 8.9 30.0 EV2021TgtTm (EHT)-a .................... N 9.84 9.84 + 0.0 3.3
Macquarie/FirstTr Gl (MFD) ............ N 10.66 9.99 – 6.3 44.1 J Han Prm (PDT)-a ........................... N 14.87 16.16 + 8.7 50.9 JHancockTaxAdv Gl Sh Yld (HTY) ... N 6.92 6.46 – 6.6 43.2 First Tr Hi Inc Lng/Shrt (FSD) .......... N 16.38 15.27 – 6.8 8.5
Madison CovCall & Eq Str (MCN) .... N 7.95 7.97 + 0.3 64.6 LMP CapInco (SCD) ........................ N NA 13.44 NA 60.5 Japan Smaller Cap (JOF) ................. N 10.31 8.95 – 13.2 27.1 First Trust HY Opp:2027 (FTHY) ...... N 21.11 20.04 – 5.1 NS
Neuberger Brmn MLP & EI (NML) ... N 6.01 4.74 – 21.1 82.5 Nuveen Pref & I 2022 Trm (JPT)-a .... N 24.53 24.52 + 0.0 21.8 Korea (KF) ...................................... N NA 43.80 NA 92.9 Franklin Univ (FT) ........................... N 8.91 7.78 – 12.7 4.9
NubrgrRlEstSec (NRO) ................... A 4.85 4.62 – 4.7 70.1 Nuveen Pref & Inc Opp (JPC)-a ........ N 9.71 9.56 – 1.5 36.8 LazardGlbTotRetInc (LGI) ............... N 20.92 20.19 – 3.5 69.9 InvHighIncTrII (VLT) ...................... N 14.88 13.96 – 6.2 8.2
Nuveen Fd (JPS)-a ........................... N 9.73 9.70 – 0.3 35.0 MexicoEqandIncmFd (MXE) ........... N 13.83 11.73 – 15.2 63.3 IVY HIGH INCOME OPP (IVH)-a ....... N 15.10 13.78 – 8.7 7.8
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- Nuveen Pref & Inc Term (JPI)-a ........ N 24.82 25.11 + 1.2 35.9 Mexico (MXF) ................................. N NA 15.07 NA 70.8 KKR Income Opportunities (KIO)-a .. N NA 15.86 NA 8.5
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. Nuveen TxAdvDivGr (JTD) .............. N 17.65 15.85 – 10.2 43.0 Miller/Howard High Inc E (HIE) ....... N 11.25 10.19 – 9.4 99.5 MFS IntmdHgInc (CIF) .................... N 2.45 2.79 + 13.9 8.2
TCW Strat Income (TSI) .................. N 5.68 5.68 + 0.0 9.7 MS ChinaShrFd (CAF)-J ................... N 25.83 22.86 – 11.5 37.1 NeubHgYldStrt (NHS) ..................... N 12.61 12.87 + 2.1 8.4
e-NAV assumes rights offering is fully subscribed. f-Rights offering
Convertible Sec's. Funds MS India (IIF) .................................. N 27.00 23.42 – 13.3 71.7 New Amer Hi Inc (HYB)-a ................. N 9.87 9.12 – 7.6 6.9
in process. g-Rights offering announced. h-Lipper data has been ad- AdvntCnvrtbl&IncFd (AVK)-a ........... N 19.71 18.25 – 7.4 72.7 New Germany (GF) ......................... N 22.22 19.62 – 11.7 69.5 NexPointStratOppty (NHF) ............. N 19.25 11.75 – 39.0 7.1
justed for rights offering. j-Rights offering has expired, but Lipper Bancroft Fund Ltd (BCV) ................. A 30.82 30.48 – 1.1 59.3 New Ireland (IRL) ........................... N 15.08 12.63 – 16.2 103.9 Nuveen CI 2023 Target (JHAA)-a ...... N 10.07 10.09 + 0.2 5.0
data not yet adjusted. l-NAV as of previous day. o-Tender offer in CalamosConvHi (CHY)-a .................. N 15.25 15.17 – 0.6 68.6 RENN Fund (RCG) .......................... A NA 2.66 NA 137.5 Nuveen CI Nov 2021 Tgt (JHB)-a ...... N 9.46 9.40 – 0.6 3.2
process. Source: Lipper CalmosConvOp (CHI)-a ................... N 14.46 14.32 – 1.0 70.2 Royce Global Value Trust (RGT) ...... N 16.08 14.48 – 10.0 54.5 Nuveen Crdt Opps 2022 TT (JCO)-a .. N 8.28 8.48 + 2.4 6.5

THREE YEAR TED SPREAD Market Sentiment LAST +1.12

Citigroup Panic/Euphoria Model
TED Spread = 3-mth LIBOR – 3-mth T-bill rate 2.1
1.5
1.4 Euphoria
1.4
1.3
1.2
0.7
1.1
1.0
0.9 0
0.8
0.7 -0.7
Friday's Close 0.14
0.6 Panic
0.5 -1.4
0.4
0.3 -2.1
0.2 A M J J A S O N D J F M A M
0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be
18 19 20 21 higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later.
Source: Citigroup Investment Research - US Equity Strategy
May 17, 2021 BARRON’S M33

Weekly Closed-End Funds Data provided by

12 mos 12 mos 12 mos 52 Week

Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Market
Fund Name (Symbol) Exch NAV Price /Disc 4/30/21 Fund Name (Symbol) Exch NAV Price /Disc 4/30/21 Fund Name (Symbol) Exch NAV Price /Disc 4/30/21 Fund Name (Symbol) Exch NAV Price /Disc Return
Nuveen Global High Inc (JGH)-a ....... N 16.92 15.75 – 6.9 6.9 InvescoMuOppTr (VMO) ................ N 13.69 13.51 – 1.3 4.5 General Equity Funds Blstn Commnty Dev (N/A) ............... z 9.97 NA NA 3.1
PGIM Global High Yield (GHY)-a ...... N 16.56 15.10 – 8.8 8.3 InvescoMuTr (VKQ) ........................ N 13.72 13.29 – 3.1 4.6 Alternative Strategies:I (N/A) .......... z 6.47 NA NA 63.8 BNYM Alcntr Glb MS Cr Fd (N/A) ..... z 104.74 NA NA 6.9
PGIM High Yield Bond (ISD)-a .......... N 17.08 15.75 – 7.8 7.8 InvescoQual Inc (IQI) ...................... N 13.81 13.10 – 5.1 4.6 AMG Pantheon:1 (N/A) ................... z NA NA NA NA CLIFFWATER CL FD;I (N/A) ............. z 10.74 NA NA 6.6
PGIM Sh Dur Hi Yld Opp (SDHY)-a ... N 19.89 18.59 – 6.5 NS InvTrInvGrMu (VGM) ..................... N 14.13 13.72 – 2.9 4.6 BOW RIVER CAPTL EVGN;I (N/A) .... z NA NA NA N CNR Strategic Credit (N/A) .............. z 10.85 NA NA 7.8
PioneerHilncm (PHT) ..................... N 9.70 9.91 + 2.2 7.7 InvescoValMunInc (IIM) ................. N 16.77 15.98 – 4.7 4.5 Continuously Offered FedProj&TrFinanceTendr (N/A) ...... z 9.96 NA NA 2.6
Wells Fargo Income Oppty (EAD)-a .. A 9.10 8.50 – 6.6 7.8 MAINSTAY:MK DEFTR MUN OP (MMD) N 21.13 22.80 + 7.9 4.5 52 Week Schrdrs Opp Inc;A (N/A) ................. z 26.46 NA NA 2.5
WstAstHIF II (HIX) .......................... N NA 7.17 NA 8.2 MFS HgIncMuniTr (CXE) ................ N 5.39 5.41 + 0.4 4.7 Stock Market Prem Market Schrdrs Opp Inc;A2 (N/A) ............... z NA NA NA 0.8
Western Asset Hi Inc Opp (HIO) ...... N NA 5.13 NA 7.4 MFS HgYldMuniTr (CMU) ............... N 4.87 4.71 – 3.3 4.6 Fund Name (Symbol) Exch NAV Price /Disc Return Schrdrs Opp Inc;I (N/A) .................. z 26.46 NA NA 2.7
Western Asset Hi Yld D O (HYI) ....... N NA 15.35 NA 7.3 NeubrgrBrm (NBH) ......................... A 15.29 15.87 + 3.8 4.4 Schrdrs Opp Inc;SDR (N/A) ............ z 26.50 NA NA 2.8
Other Domestic Taxable Bond Funds Nuveen AMT-Fr Mu Val (NUW)-a ...... N 17.44 16.70 – 4.2 2.7 Specialized Equity Funds Invesco Sr Loan A (N/A) .................. z 6.48 NA NA 3.6
Apollo Tactical Income (AIF)-a ......... N NA 15.10 NA 6.4 Nuveen AMT-Fr Qlty Mun I (NEA)-a .. A 15.94 14.97 – 6.1 4.6 Bluerock Total Inc+ RE:A (N/A) ........ z 30.24 NA NA 6.0 Invesco Sr Loan C (N/A) .................. z 6.50 NA NA 2.9
Ares Dynamic Crdt Alloc (ARDC) ..... N NA 15.49 NA 7.6 Nuveen AMT-Fr Mu CI (NVG)-a ........ A 17.43 17.19 – 1.4 4.6 Bluerock Total Inc+ RE:C (N/A) ........ z 28.68 NA NA 5.2 Invesco Sr Loan IB (N/A) ................. z 6.48 NA NA 3.8
Barings Corporate Inv (MCI) ........... N NA 15.12 NA 8.1 Nuveen Dyn Muni Opp (NDMO)-a ..... N 15.97 16.33 + 2.3 NS Bluerock Total Inc+ RE:I (N/A) ......... z 30.84 NA NA 6.3 Invesco Sr Loan IC (N/A) ................. z 6.48 NA NA 3.6
Barings Part Inv (MPV) ................... N NA 13.58 NA 7.4 Nuveen Enh Muni Val (NEV)-a .......... N 15.77 16.10 + 2.1 4.2 Bluerock Total Inc+ RE:L (N/A) ........ z 29.94 NA NA 5.8 Invesco Sr Loan Y (N/A) .................. z 6.49 NA NA 3.8
BlackRock Mlt-Sctr Inc (BIT)-a ......... N 18.41 18.34 – 0.4 8.0 Nuveen Int Dur Mun Term (NID)-a .... N 14.63 14.23 – 2.7 3.6 Broadstone Rl Est Acc:I (N/A) .......... z 6.28 NA NA 2.5 OFS Credit Company (OCCI) ........... z NA NA NA NA
Nuveen Int Dur Qlty Mun (NIQ)-a ...... N 14.87 14.60 – 1.8 3.1 Broadstone Rl Est Acc:W (N/A) ....... z 6.27 NA NA 2.3 Pioneer Sec Inc (N/A) ...................... z 10.01 NA NA 4.4
BlackRock Tax Muni Bd (BBN)-a ...... N 24.39 24.60 + 0.9 5.5
Nuveen Mu Crdt Opps (NMCO)-a ...... N 15.09 14.92 – 1.1 4.9 CIM RA&C A (N/A) .......................... z 25.56 NA NA 8.5
DoubleLine:Oppor Crdt Fd (DBL)-a .. N 19.54 19.64 + 0.5 8.6 CIM RA&C C (N/A) .......................... z 25.36 NA NA 7.7
High Yield Bond Funds
EVLmtDurIncm (EVV)-a ................... A 13.52 12.78 – 5.5 9.3 Nuv Muni Credit Income (NZF)-a ...... A 16.98 16.72 – 1.5 4.6 Griffin Inst Access Cd:A (N/A) ......... z NA NA NA 5.9
NuvMuniHiIncOpp (NMZ)-a ............. A 14.46 14.76 + 2.1 5.0 CIM RA&C I (N/A) ........................... z 25.63 NA NA 8.8
Franklin Ltd Dur Income (FTF) ......... A 9.36 9.23 – 1.4 7.1 Griffin Inst Access Cd:C (N/A) ......... z NA NA NA 5.9
Nuveen Muni Inc (NMI)-a ................. N 11.34 11.53 + 1.7 3.4 CIM RA&C L (N/A) .......................... z 25.49 NA NA 8.3
J Han Investors (JHI) ...................... N 18.78 18.14 – 3.4 7.5 Clarion Partners REI D (N/A) ........... z NA NA NA NA Griffin Inst Access Cd:F (N/A) .......... z NA NA NA 5.9
MFS Charter (MCR) ........................ N 8.66 8.93 + 3.1 7.8 Nuveen Muni Val (NUV)-a ................ N 10.70 11.27 + 5.3 3.3 Griffin Inst Access Cd:I (N/A) .......... z NA NA NA 5.9
Nuveen Quality Muni Inc (NAD)-a ..... N 16.33 15.27 – 6.5 4.5 Clarion Partners REI I (N/A) ............. z NA NA NA NA
Nuveen Taxable Muni Inc (NBB)-a .... N 22.30 22.59 + 1.3 5.0 Clarion Partners REI S (N/A) ........... z NA NA NA NA Griffin Inst Access Cd:L (N/A) .......... z NA NA NA 5.9
PCM Fund (PCM)-a .......................... N 9.50 11.35 + 19.5 8.2 Nuveen Sel Mat (NIM)-a ................... N 10.82 10.84 + 0.2 2.9 PIMCO Flexible Cr I;A-1 (N/A) .......... z 9.51 NA NA NS
Nuveen Sel TF (NXP)-a ..................... N 16.42 17.43 + 6.2 3.2 Clarion Partners REI T (N/A) ............ z NA NA NA NA
PIMCO Corp & Inc Oppty (PTY)-a ..... N 14.21 18.90 + 33.0 8.2 Griffin Inst Access RE:A (N/A) ......... z NA NA NA NA PIMCO Flexible Cr I;A-2 (N/A) .......... z 9.51 NA NA 7.1
PIMCO Corp & Inc Strat (PCN)-a ...... N 14.33 18.04 + 25.9 7.4 Nuveen Sel TF 2 (NXQ)-a .................. N 15.63 16.26 + 4.0 3.1 PIMCO Flexible Cr I;A-3 (N/A) .......... z 9.51 NA NA NS
Nuveen Sel TF 3 (NXR)-a .................. N 16.81 17.70 + 5.3 3.0 Griffin Inst Access RE:C (N/A) ......... z NA NA NA NA
PIMCOHilnco (PHK)-a ..................... N 5.85 6.69 + 14.4 8.6 Griffin Inst Access RE:I (N/A) .......... z NA NA NA NA PIMCO Flexible Cr I;A-4 (N/A) .......... z 9.51 NA NA 7.2
PIMCO IncmStrFd (PFL)-a ............... N 10.55 11.99 + 13.6 8.9 PIMCO MuniInc (PMF)-a .................. N 13.23 14.52 + 9.8 4.4 PIMCO Flexible Cr I;Inst (N/A) ......... z 9.51 NA NA 8.0
PIMCOMuniIncII (PML)-a ................ N 12.39 14.59 + 17.8 4.7 GS Real Est Div Inc:A (N/A) ............. z 10.06 NA NA 12.5
PIMCO IncmStrFd II (PFN)-a ............ N 9.32 10.40 + 11.6 9.1 GS Real Est Div Inc:C (N/A) ............. z 10.05 NA NA 11.6 PionrILSBridge (N/A) ..................... z 10.00 NA NA 0.0
Putnam Mas Int (PIM) .................... N 4.38 4.24 – 3.3 7.5 Pimco Muni III (PMX)-a ................... N 11.37 12.09 + 6.3 4.4 WA Middle Mkt Inc (N/A) ................. z NA NA NA 6.1
PioneerHilncAdv (MAV) .................. N 12.34 12.11 – 1.9 4.7 GS Real Est Div Inc:I (N/A) .............. z 10.51 NA NA 12.8
Putnam Prem Inc (PPT) .................. N 4.85 4.67 – 3.7 8.0 GS Real Est Div Inc:L (N/A) .............. z 10.06 NA NA 12.2 Other Domestic Taxable Bond Funds
Wells Fargo Multi-Sector (ERC)-a .... A 12.85 12.69 – 1.2 8.7 PioneerMunHiIcm (MHI) ................ N 13.18 12.58 – 4.6 4.6 Alternative Credit Inc:A (N/A) .......... z 10.99 NA NA 6.3
Putnam Mgd Inc (PMM) ................. N 8.34 8.25 – 1.1 4.6 GS Real Est Div Inc:W (N/A) ............ z 10.22 NA NA 12.6
World Income Funds NexPointRlEstStrat;A (N/A) ............ z 17.19 NA NA 37.3 Alternative Credit Inc:C (N/A) .......... z 11.11 NA NA 5.6
Putnam Muni Opp (PMO) ................ N 13.98 13.79 – 1.4 4.8 Alternative Credit Inc:I (N/A) ........... z 11.02 NA NA 6.6
Abrdn AP IncFd (FAX) ..................... N 4.71 4.30 – 8.7 7.7 RiverNorth Flex Muni Inc (RFM)-a .... N 24.27 23.37 – 3.7 5.3 NexPointRlEstStrat;C (N/A) ............ z 17.38 NA NA 36.4
Aberdeen Global Income (FCO) ....... N 6.78 8.82 + 30.1 9.8 NexPointRlEstStrat;Z (N/A) ............ z 17.37 NA NA 37.6 Alternative Credit Inc:L (N/A) .......... z 10.99 NA NA 6.1
RiverNorth Flx Mu Inc II (RFMZ)-a .... N 20.44 20.13 – 1.5 NS
BlackRock 2022 Gl Inc Op (BGIO)-a .. N 9.20 9.19 – 0.1 6.4 PREDEX;I (N/A) .............................. z 25.67 NA NA 3.1 Alternative Credit Inc:W (N/A) ......... z 10.99 NA NA 6.4
RiverNorth Mgd Dur Mun I (RMM)-a N 20.30 20.02 – 1.4 5.5
BrndywnGLB Glb Inc Oppts (BWG) . N NA 12.31 NA 7.1 RiverNorth Opps Muni Inc (RMI)-a ... N 23.88 22.57 – 5.5 4.9 PREDEX;T (N/A) ............................. z 25.80 NA NA 3.1 Am Beacon Apollo TR:T (N/A) ......... z 10.12 NA NA 2.1
EtnVncStDivInc (EVG) .................... N 13.80 13.10 – 5.1 6.7 Western Asset Mgd Muni (MMU) .... N NA 13.29 NA 4.0 PREDEX;W (N/A) ............................ z 25.80 NA NA 3.1 Am Beacon Apollo TR:Y (N/A) ......... z 10.23 NA NA 2.8
First Tr/Ab Glbl Inc (FAM) ................ N 10.54 10.01 – 5.0 9.4 Western Asset Mun Hi Inc (MHF) .... N NA 7.80 NA 3.4 Principal Dvs Sel RA A (N/A) ........... z 27.31 NA NA 38.9 Am Beacon SP Enh Inc:T (N/A) ........ z 9.60 NA NA 4.0
MS EmMktDomDebt (EDD) ............ N 6.96 6.12 – 12.1 6.7 WstAstMuniPrtnrs (MNP) .............. N NA 15.57 NA 3.6 Principal Dvs Sel RA Ins (N/A) ......... z 27.38 NA NA 39.1 Am Beacon SP Enh Inc:Y (N/A) ........ z 9.73 NA NA 4.5
Ms EmMktDebtFd (MSD) ................ N 10.27 9.07 – 11.7 4.5 Principal Dvs Sel RA Y (N/A) ........... z 27.48 NA NA 39.4 Angel Oak Str Crdt:Inst (N/A) .......... z 23.09 NA NA 8.1
Single State Muni Bond BR Credit Strat;A (N/A) ................... z 10.51 NA NA 4.6
Nuveen EM Dbt 2022 Tg Tr (JEMD)-a N 8.24 8.07 – 2.0 5.0 StoneCastle Financial Co (BANX) .... z NA NA NA NA
PIMCO Dyn Crd & Mrt Inc (PCI)-a ..... N 20.25 22.35 + 10.4 9.0 BlackRock CA Mun (BFZ)-a .............. N 16.02 14.71 – 8.2 3.2 BR Credit Strat;Inst (N/A) ................ z 10.51 NA NA 5.3
BR MH CA Qly Fd Inc (MUC)-a .......... N 15.91 15.46 – 2.8 4.2 The Private Shares;A (N/A) ............. z 41.11 NA NA 38.8
PIMCO Dynamic Income (PDI)-a ...... N 24.82 28.36 + 14.3 9.1 The Private Shares;I (N/A) ............... z 41.47 NA NA 39.1 BlackRock Mlt-Sctr Oppty (N/A) ...... z 89.69 NA NA 7.6
BR MH NJ Qly (MUJ)-a ..................... N 16.06 15.22 – 5.2 4.7 BlackRock Mlt-Sec Opp II (N/A) ...... z 92.62 NA NA 7.5
PIMCO Dynamic Inc Opp (PDO)-a .... N 20.10 20.41 + 1.5 NS The Private Shares;L (N/A) .............. z 40.78 NA NA 38.4
BR MH NY Qly (MHN)-a .................... N 15.16 14.56 – 4.0 4.3 Carlyle Tact Pvt Cred:A (N/A) ........... z 8.95 NA NA 6.9
PIMCO Income Opportunity (PKO)-a N 23.50 26.35 + 12.1 8.4 BR MuniYld CA (MYC)-a .................. N 16.36 15.72 – 3.9 3.4 USQ Core Real Estate:I (N/A) ........... z 25.02 NA NA 2.3
PIMCO Stratg Inc (RCS)-a ................ N 6.58 7.53 + 14.4 8.2 USQ Core Real Estate:IS (N/A) ........ z 25.04 NA NA 2.3 Carlyle Tact Pvt Cred:I (N/A) ............ z 8.99 NA NA 7.5
BR MuniYld CA Qly (MCA)-a ............. N 16.21 15.09 – 6.9 4.2 Carlyle Tact Pvt Cred:L (N/A) ........... z 8.94 NA NA 7.1
StoneHarbor EM Tot Inc (EDI) ......... N 8.30 8.61 + 3.7 11.1 BR MuniYld MI Qly (MIY)-a .............. N 15.83 15.38 – 2.8 4.2 Versus Cap MMgr RE Inc:I (N/A) ..... z 27.84 NA NA NE
StoneHarbor Emg Mkts Inc (EDF) ... N 7.07 8.16 + 15.4 11.6 Versus Capital Real Asst (N/A)-a ...... z 26.00 NA NA 11.3 Carlyle Tact Pvt Cred:M (N/A) .......... z 8.99 NA NA NS
BR MuniYld NJ (MYJ)-a ................... N 16.14 15.57 – 3.5 4.8 Carlyle Tact Pvt Cred:N (N/A) .......... z 8.94 NA NA 7.5
Templeton Em Inc (TEI) .................. N 8.57 7.87 – 8.2 2.7 BR MuniYld NY Qly (MYN)-a ............ N 14.53 13.82 – 4.9 4.2 Wildermuth Endwmnt:A (N/A) ........ z 13.74 NA NA 2.4
Templtn Glbl Inc (GIM) ................... N 5.91 5.51 – 6.8 1.5 Wildermuth Endwmnt:C (N/A) ........ z 13.19 NA NA 1.5 Carlyle Tact Pvt Cred:Y (N/A) ........... z 8.95 NA NA 7.3
BR MuniYld PA Qly (MPA)-a ............. N 16.30 15.36 – 5.8 4.3 CION Ares Dvsfd Crdt;A (N/A) ......... z NA NA NA 5.5
Virtus Gl MSec Inc (VGI)-a ............... N 12.14 12.25 + 0.9 10.0 BlackRock NY Mun (BNY)-a ............. N 15.10 14.64 – 3.0 4.8 Wildermuth Endowment:I (N/A) ...... z 13.83 NA NA 2.0
WstAstEmergDebt (EMD) ............... N NA 13.56 NA 8.3 Income & Preferred Stock Funds CION Ares Dvsfd Crdt;C (N/A) ......... z NA NA NA 5.5
BlackRock VA Mun (BHV)-a ............. N 15.61 17.45 + 11.8 3.2
Western Asset Gl Cr D Op (GDO) ..... N NA 18.00 NA 6.7 A3 Alternative Inc (N/A) .................. z 10.10 NA NA 2.1 CION Ares Dvsfd Crdt;I (N/A) .......... z NA NA NA 5.4
Del CO Muni Inc (VCF) ..................... A 15.49 NA NA 3.3
National Muni Bond Funds Del MN II (VMM) ............................. A 15.08 13.55 – 10.1 2.9 Calamos L/S Eqty and DI (CPZ)-a ..... z 22.79 20.40 – 10.5 50.5 CION Ares Dvsfd Crdt;L (N/A) .......... z NA NA NA 5.4
AllBerNatlMunInc (AFB) ................. N 15.47 14.37 – 7.1 4.3 EVCAMuniBd (EVM) ....................... A 12.64 11.93 – 5.6 4.1 Destra Multi-Altrntv;A (N/A) ............ z 12.11 NA NA 10.1 CION Ares Dvsfd Crdt;U (N/A) ......... z NA NA NA 5.4
BlckRk Inv Q Mun (BKN)-a ............... N 16.65 19.50 + 17.1 4.1 EVCAMuniIncm (CEV)-a .................. A 14.62 13.68 – 6.4 4.2 Destra Multi-Altrntv;C (N/A) ............ z 11.54 NA NA 9.2 CION Ares Dvsfd Crdt:U2 (N/A) ....... z NA NA NA 5.4
BlckRk L-T Muni Adv (BTA)-a ........... N 13.31 13.16 – 1.1 4.6 Eaton Vance NY Muni Bd (ENX) ....... A 13.46 12.40 – 7.9 4.2 Destra Multi-Altrntv;I (N/A) ............. z 12.37 NA NA 10.3 CION Ares Dvsfd Crdt;W (N/A) ........ z NA NA NA 5.4
BR Mu InDur (MUI)-a ....................... N 16.09 15.18 – 5.7 4.1 EVNYMuniIncm (EVY)-a .................. A 15.06 14.86 – 1.3 3.6 Destra Multi-Altrntv;T (N/A) ............ z 11.73 NA NA 9.5 CNR Select Strategies (N/A) ............ z 11.56 NA NA 0.0
BlackRock Muni 2030 Tgt (BTT)-a .... N 26.92 25.55 – 5.1 2.8 InvCaValMuIncTr (VCV) ................. N 13.68 13.32 – 2.6 4.3 Flat Rock Opportunity (N/A)-a .......... z 21.21 NA NA 57.3 First Eagle Crdt Opps A (N/A) ........... z 26.25 NA NA NS
BlackRock Muni (BFK)-a .................. N 14.72 14.98 + 1.8 4.5 InvPAValMuIncTr (VPV) ................. N 14.31 13.15 – 8.1 4.5 The Relative Value:CIA (N/A) ........... z NA NA NA NA First Eagle Crdt Opps I (N/A) ............ z 26.25 NA NA NS
BlackRock Muni II (BLE)-a ............... N 15.09 15.15 + 0.4 4.8 InvTrInvGrNYMu (VTN) .................. N 14.51 13.34 – 8.1 4.1 Variant Altrntv Inc:Inst (N/A) ........... z 27.21 NA NA 9.2 FS Credit Income;A (N/A) ................ z NA NA NA 5.3
BlckRk Muni Inc Qly (BYM)-a ........... N 15.87 15.53 – 2.1 4.0 NeubrgrBrmCA (NBW) ................... A 15.65 14.22 – 9.1 3.8 Variant Altrntv Inc:Inv (N/A) ............ z 27.21 NA NA 8.9 FS Credit Income;I (N/A) ................. z NA NA NA 5.5
BR MuniAssets Fd (MUA)-a ............. N 14.79 15.31 + 3.5 4.1 NeubrgeBrmNY (NBO) ................... A 14.28 12.71 – 11.0 3.7 Convertible Sec's. Funds FS Credit Income;T (N/A) ................ z NA NA NA 5.1
BR MuniHoldings Qly (MFL)-a ......... N 15.28 14.38 – 5.9 3.9 Nuveen AZ Qual Muni Inc (NAZ)-a .... N 15.29 15.30 + 0.1 3.7 Calmos Dyn Conv and Inc (CCD)-a ... z 29.19 30.98 + 6.1 63.3 FS Credit Income;U (N/A) ................ z NA NA NA 5.0
BR MH Qly 2 (MUE)-a ....................... N 14.27 13.69 – 4.1 4.4 Nuveen CA AMT-F Qual MI (NKX)-a .. A 16.79 15.69 – 6.6 4.1 12 mos FS Credit Income;U-2 (N/A) ............ z NA NA NA NS
BR MuniHoldngs (MHD)-a ............... N 17.28 16.35 – 5.4 4.4 Nuveen CA Val (NCA)-a .................... N 10.81 10.37 – 4.1 3.0 Stock Market Prem Yield GL Beyond Income (N/A) ................ z 0.50 NA NA NE
BR MuniVest Fd (MVF)-a .................. N 9.95 9.35 – 6.0 4.2 NuveenCAQtyMuInc (NAC)-a ........... N 16.21 15.26 – 5.9 4.2 KKR CREDIT OPPTY;D (N/A) ........... z NA NA NA NS
Fund Name (Symbol) Exch NAV Price /Disc 4/30/21 KKR CREDIT OPPTY;I (N/A) ............ z NA NA NA 5.6
BR MuniVest 2 (MVT)-a ................... N 15.58 15.71 + 0.8 4.5 Nuveen CA Sel Tx-Free (NXC)-a ........ N 15.94 16.53 + 3.7 3.2
BR MuniYield Fd (MYD)-a ................ N 15.25 14.74 – 3.3 4.6 NuvGA Qual Muni Inc (NKG)-a .......... A 14.36 13.45 – 6.3 3.8 World Equity Funds KKR CREDIT OPPTY;T (N/A) ........... z NA NA NA NS
BR MuniYield Qlty (MQY)-a .............. N 16.55 16.36 – 1.1 4.8 Nuveen MA Qual Muni Inc (NMT)-a .. N 15.28 14.71 – 3.7 3.6 ACAP Strategic:A (N/A) ................... z 24.23 NA NA 13.6 KKR CREDIT OPPTY;U (N/A) ........... z NA NA NA NS
BR MuniYld Qlty2 (MQT)-a ............... N 14.56 14.18 – 2.6 4.4 Nuveen Minn Qual Mun Inc (NMS)-a A 15.49 16.19 + 4.5 3.8 ACAP Strategic:W (N/A) .................. z 17.91 NA NA 14.4 Lord Abbett Cred Opps Fd (N/A) ...... z 10.91 NA NA 5.9
BR MuniYld Qly 3 (MYI)-a ................ N 15.36 14.34 – 6.6 4.0 Nuveen MO Qual Mun Inc (NOM)-a .. A 14.07 NA NA 3.4 CalamosGlbTotRet (CGO)-a ............. z 14.93 15.77 + 5.6 70.7 Lord Abbett Cred Opps Fd (N/A) ...... z 10.92 NA NA 6.5
BNY Mellon Muni Bd Infra (DMB) .... N 14.68 14.81 + 0.9 4.3 NuvNJ Qual Muni Inc (NXJ)-a ........... A 16.66 15.00 – 10.0 4.5 CPG Cooper Square IE A (N/A) ........ z NA NA NA NS Lord Abbett Crd Op:U (N/A) ............. z 10.91 NA NA NS
BNY Mellon Muni Income (DMF)-a ... A 9.35 8.96 – 4.2 4.7 Nuveen NY AMT/Fr Qual MI (NRK)-a A 15.08 13.78 – 8.6 4.1 CPG Cooper Square IE I (N/A) ......... z NA NA NA NS Palmer Square Opp Inc (N/A) .......... z 18.85 NA NA 5.3
BNY Mellon Str Muni Bond (DSM)-a . N 8.36 7.97 – 4.7 4.5 Nuveen NY Val (NNY)-a .................... N 10.22 9.73 – 4.8 3.2 Primark Priv Eq Inv:I (N/A) .............. z 12.66 NA NA NS Thrivent Church Ln&Inc:S (N/A) ..... z 10.66 NA NA 2.5
BNY Mellon Strat Muni (LEO)-a ........ N 8.73 8.78 + 0.6 4.8 Nuveen NY Qual Muni Inc (NAN)-a ... N 15.61 14.54 – 6.9 4.3 VirtusTotalRetFd (ZTR)-a ................. z 9.46 9.42 – 0.4 33.1 World Income Funds
Del Inv Natl Muni Income (VFL) ....... A 15.20 13.71 – 9.8 3.7 Nuveen NY Sel Tx-Free (NXN)-a ....... N 14.46 14.07 – 2.7 3.2 Loan Participation Funds Destra Int&Evt-Dvn Crd:A (N/A) ...... z 27.96 NA NA 2.1
DTF Tax-Free Income (DTF)-a .......... N 15.99 14.66 – 8.3 3.2 Nuveen OH Qual Muni Inc (NUO)-a ... N 17.59 16.05 – 8.8 3.5 1WS Credit Income;A2 (N/A) .......... z 21.10 NA NA NS Destra Int&Evt-Dvn Crd:I (N/A) ....... z 27.96 NA NA 2.3
DWS Muni Inc (KTF)-a ..................... N 12.74 11.79 – 7.5 4.1 Nuveen PA Qual Muni Inc (NQP)-a .... N 15.87 14.57 – 8.2 4.5 1WS Credit Income;Inst (N/A) ......... z 21.11 NA NA 5.0 Destra Int&Evt-Dvn Crd:L (N/A) ...... z 27.93 NA NA 2.0
DWS Strat Mun (KSM)-a .................. N 12.83 11.96 – 6.8 4.3 Nuveen VA Qlty Mun Inc (NPV)-a ...... N 15.35 16.25 + 5.9 3.4 AlphCntrc Prime Merid In (N/A) ....... z 9.80 NA NA 10.3 Destra Int&Evt-Dvn Crd:T (N/A) ...... z 27.89 NA NA 1.9
EVMuniBd (EIM) ............................. A 14.18 13.49 – 4.9 4.4 PIMCO CA (PCQ)-a .......................... N 14.14 18.41 + 30.2 4.3 Axonic Alternative Inc (N/A) ............ z NA NA NA 5.0 National Muni Bond Funds
EVMuniIncm (EVN)-a ...................... N 14.26 13.74 – 3.6 4.1 PIMCOCAMuniII (PCK)-a ................. N 9.07 9.14 + 0.8 4.2 Blackstone/GSO FR EI D (N/A) ......... z 24.11 NA NA 5.3 Ecofin Tax-Adv Soc Impct (N/A) ...... z 9.44 NA NA 4.3
EVNatMuniOpp (EOT) ..................... N 22.03 22.27 + 1.1 3.3 Pimco CA Muni III (PZC)-a ............... N 10.22 11.24 + 10.0 4.2 Blackstone/GSO FR EI I (N/A) .......... z 24.07 NA NA 5.5 PIMCO Flex Mun Inc;A-3 (N/A) ........ z 11.75 NA NA 2.1
FedHrmsPremMuI (FMN) ............... N 15.75 15.41 – 2.2 4.2 PIMCO NY (PNF)-a .......................... N 12.03 12.33 + 2.5 4.1 Blackstone/GSO FR EI T (N/A) ......... z 24.03 NA NA 5.0 PIMCO Flex Mun Inc:A1 (N/A) ......... z 11.75 NA NA NS
InvAdvMuIncTrII (VKI) ................... A 12.23 12.02 – 1.7 4.6 PIMCONYMuniII (PNI)-a .................. N 11.53 11.54 + 0.1 4.1 Blackstone/GSO FR EI T-I (N/A) ....... z 24.62 NA NA 5.0 PIMCO Flex Mun Inc;A2 (N/A) ......... z 11.75 NA NA NS
Invesco MuniOp (OIA) .................... N 7.84 8.05 + 2.7 4.7 Pimco NY Muni III (PYN)-a ............... N 9.17 10.80 + 17.8 4.0 Blackstone/GSO FR EI U (N/A) ......... z 25.09 NA NA 5.0 PIMCO Flex Mun Inc;Inst (N/A) ....... z 11.75 NA NA 2.8

TOP SAVINGS DEPOSIT YIELDS

Money Market Account1 One-Year CDs Five-Year CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
Axos Bank San Diego,CA (877)541-2634 10000 0.61 (CD) 0.61 Legacy Bank Hinton,OK (800)687-9688 1000 0.70 (CM) 0.70 Travis CU Concord,CA (800)435-4040 500 1.00 (CM) 1.00
Ally Bank Philadelphia,PA (877)247-2559 1 0.50 (CD) 0.50 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.60 (CM) 0.60 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.95 (CM) 0.95
First Internet Bank Indianapolis,IN (888)873-3424 100 0.50 (CM) 0.50 BankDirect Dallas,TX (877)839-2737 10000 0.60 (CD) 0.60 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.95 (CA) 0.95
BankDirect Dallas,TX (877)839-2737 10000 0.50 (CD) 0.50 Ally Bank Philadelphia,PA (877)247-2559 1 0.55 (CD) 0.55 Popular Direct New York,NY (800)274-5696 10000 0.85 (CD) 0.85
iGobanking.com Flushing,NY (888)432-5890 25000 0.50 (CD) 0.50 iGobanking.com Flushing,NY (888)432-5890 1000 0.55 (CD) 0.55 TIAA Bank Jackson,FL (888)882-3837 1000 0.84 (CD) 0.85
Six-Month CDs2 2½-Year CDs 90-Day Jumbo CDs
Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect.
Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield
BankDirect Dallas,TX (877)839-2737 10000 0.50 (CD) 0.50 TIAA Bank Jackson,FL (888)882-3837 1000 0.64 (CD) 0.65 Legacy Bank Hinton,OK (800)687-9688 10000 0.40 (CM) 0.40
First Internet Bank Indianapolis,IN (888)873-3424 1000 0.45 (CM) 0.45 Community Commerce Bk Los Angeles,CA (323)268-6100 10000 0.58 (CM) 0.58 TIAA Bank Jackson,FL (888)882-3837 1000 0.35 (CD) 0.35
iGobanking.com Flushing,NY (888)432-5890 1000 0.45 (CD) 0.45 Discover Bank Greenwood,DE (800)347-7000 2500 0.55 (CD) 0.55 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.25 (CM) 0.25
TIAA Bank Jackson,FL (888)882-3837 1000 0.40 (CD) 0.40 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.51 (CA) 0.51 Giantbank.com Ft.Lauderdale,FL (877)446-4200 2500 0.25 (CD) 0.25
Legacy Bank Hinton,OK (800)687-9688 10000 0.40 (CM) 0.40 Bank OZK New York,NY (212)218-8383 1000 0.50 (CM) 0.50 Axos Bank San Diego,CA (877)541-2634 1000 0.20 (CD) 0.20
1Including passbook, statement savings, and bank-offered liquid asset accounts.
Yields are based on the stated rate and compounding method in effect Friday and are subject Source: (c) 2021, Informa Research Services, 30501 Agoura Road, 2nd Floor, Agoura Hills, CA
2Six-month CD yields assume reinvestment of principal and interest at the same rate for an to change. Phone to verify before investing or sending money. 91301 818-880-8877. All rights reserved. May not be reproduced or retransmitted in any
additional six months. form without express written consent of Informa Research Services.
(CC) Compounded continuously; (SA) compounded semiannually; (CD) compounded daily;
Rates are the highest yields on six types of accounts offered by federally-insured banks and (CA) compounded annually; (CM) compounded monthly; (SI) simple interest; (CQ) com-
savings associations nationwide. pounded quarterly
M34 BARRON’S May 17, 2021

Market Laboratory
DJ HALF-HOURLY AVERAGES THE DOW JONES AVERAGES TRADING DIARY
Market Advance/Decline Volumes
Dow Jones 30 Industrial (divisor: 0.15198707565833) Week's Daily May 10 11 12 13 14
Daily May 10 11 12 13 14 COMPONENTS Change INDUSTRIALS
35800 NY Up 347,215 341,137 148,315 660,476 753,079
3M 1.31 NY Off 636,488 638,483 894,052 356,669 93,526
Open (t) 34910.07 34476.09 34121.98 33634.18 34214.42
Open (a) 34785.27 34572.74 34206.40 33624.74 34050.86 American Express -1.83 NY Up - Composite 1,529,812 1,955,653 768,010 2,873,286 3,600,090
NY Off - Composite 2,991,116 2,831,816 3,955,058 1,887,951 419,960
10:00 35014.84 34477.53 34076.99 33965.53 34350.22 Amgen -2.83 NYSE Amer UP 7,125 13,795 5,429 3,978 13,601
10:30 34980.53 34234.70 34021.60 34092.83 34257.02 Apple -2.76 34700 NYSE Amer Off 16,704 6,457 16,110 14,466 1,745
11:00 35021.94 34162.64 33976.87 34137.95 34291.08
Boeing -7.00 NASD Up 1,372,848 2,409,516 1,037,687 1,967,259 3,549,909
11:30 35082.51 34304.10 33976.01 33985.25 34309.11 NASD Off 3,378,818 2,223,437 3,635,612 2,707,350 447,271
12:00 35062.82 34300.93 33818.12 33989.04 34287.55 Caterpillar 1.24 NYSE Arca UP 66,786 97,551 52,779 217,190 211,833
12:30 35037.75 34216.89 33833.22 34045.26 34323.17 Chevron -0.55 NYSE Arca Off 184,775 237,102 285,756 105,734 23,711
1:00 35022.89 34143.13 33819.50 34007.24 34358.55 % (QCHA) –.88 –.65 –1.90 +.49 +1.61
1:30 35005.94 34253.74 33806.61 33925.98 34371.28 Cisco Systems -0.53 33600 % (QACH) –1.48 –.13 –2.16 –1.52 +2.27
2:00 34996.76 34280.03 33796.42 33910.27 34381.58 Coca-Cola 0.22 % (QCHAQ) –2.10 –.29 –1.96 +.32 +2.62
2:30 34886.75 34294.66 33725.00 34111.15 34405.88 Disney -11.14 Market Advance/Decline Totals
3:00 34873.96 34270.38 33778.86 34095.20 34429.06
3:30 34877.14 34292.09 33619.99 34136.62 34420.32
Dow 0.79 Week ended last Friday compared to previous Friday
Close 34742.82 34269.16 33587.66 34021.45 34382.13 Goldman Sachs -2.12 32500 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
High (t) 35275.99 34749.99 34344.83 34303.02 34562.28 Home Depot -15.62 Total Issues 3,564 294 4,585 1,612
Low (t) 34617.75 33923.15 33510.65 33509.86 34040.22 Advances 997 75 1,294 301
Honeywell Intl -1.43 Declines 2,496 212 3,152 1,285
High (a) 35091.56 34572.74 34207.87 34181.77 34454.05
Low (a) 34741.57 34075.31 33555.22 33623.49 34050.86 IBM -0.78 Unchanged 71 7 139 26
Change –34.94 –473.66 –681.50 +433.79 +360.68 Intel -2.32 31400 New Highs 845 29 457 551
New Lows 194 9 427 74
Theoretical (t): High 35275.99 Low 33509.86 Johnson & Johnson 1.72
Actual (a): High 35091.56 Low 33555.22 NYSE Composite Daily Breadth
JPMorgan Chase 2.77 Daily May 10 11 12 13 14
Dow Jones 20 Transport (divisor: 0.16369260926274) McDonald's -3.12 Issues Traded 3,483 3,496 3,478 3,478 3,468
30300
Open (t) 16001.76 15729.85 15617.02 15401.06 15799.43 Merck -0.12 NOTICE TO READERS: Advances
Declines
1,104
2,247
889
2,488
475
2,899
2,263
1,081
2,719
612
Open (a) 15943.54 15879.90 15685.19 15369.12 15748.79 Unchanged 132 119 104 134 137
Microsoft -4.31 New Highs 713 75 75 44 135
10:00 16060.92 15785.29 15625.64 15623.12 15888.02
New Lows 52 95 58 88 36
10:30 16102.01 15590.12 15615.30 15647.64 15855.69 Nike Cl B -1.88 Sign up for the Weekly Blocks - primary 5,740 5,561 5,575 5,617 5,172
11:00 16103.59 15597.96 15599.59 15641.76 15883.96 Procter & Gamble 2.86 Market Lab Newsletter: 29200 Total (000) - primary 997,865 994,117 1,046,045 1,027,055 850,130
11:30 16155.15 15682.59 15583.72 15597.37 15892.72 Total (000) 4,583,239 4,865,486 4,739,101 4,814,871 4,039,267
Salesforce.com 1.16
12:00 16129.39 15670.79 15504.24 15604.22 15901.70 barrons.com/newsletters NYSE American Composite
12:30 16105.54 15634.24 15454.45 15653.11 15935.97 Travelers Cos -0.30
Daily May 10 11 12 13 14
1:00 16087.37 15622.60 15434.23 15613.33 15957.30 UnitedHealth Group -7.85 Issues Traded 281 278 286 283 283
1:30 16094.84 15677.92 15446.41 15581.03 15955.46 Verizon Communications -0.03 Please visit the new 28100 Advances 88 110 50 90 216
2:00 16094.87 15727.74 15472.32 15586.97 15945.65 Declines 182 152 224 178 58
2:30 16030.60 15728.84 15433.39 15664.83 15957.41 Visa Cl A -5.18 Market Lab home page on Unchanged 11 16 12 15 9
New Highs 22 6 7 3 5
3:00 15982.54 15716.94 15454.67 15679.45 15950.29 Walgreens Boots Alliance 0.18 barrons.com under Data. New Lows 1 5 3 2 4
Blocks - primary 201 195 124 163 138
3:30 16001.30 15722.38 15356.40 15717.39 15926.28 Walmart -0.68 www.barrons.com/market- Total (000) - primary 24,128 21,620 21,935 18,913 15,478
Close 15929.46 15708.35 15348.59 15701.99 15917.46 27000 Total (000) 331,138 297,745 363,114 284,778 226,104
High (t) 16208.95 15852.88 15724.41 15791.64 16023.33 data/market-lab
Low (t) 15873.38 15487.20 15315.72 15383.04 15717.75 Nasdaq
High (a) 16170.05 15879.90 15700.82 15766.04 15968.38
TRANSPORTATION 16100 Daily May 10 11 12 13 14
Low (a) 15927.26 15524.10 15340.86 15369.12 15748.79 Alaska Air Group 1.94 Issues Traded 4,429 4,439 4,435 4,443 4,433
Advances 991 1,623 875 2,205 3,509
Change –13.84 –221.11 –359.76 +353.40 +215.47 American Airlines Group 0.40 Declines 3,249 2,627 3,399 2,072 755
Theoretical (t): High 16208.95 Low 15315.72 Avis Budget Group 4.60 15400 Unchanged 189 189 161 166 169
Actual (a): High 16170.05 Low 15340.86 New Highs 332 38 60 54 105
CH Robinson Worldwide 0.27 New Lows 147 232 123 215 66
Blocks - primary 25,340 25,464 24,542 27,892 23,731
Dow Jones 15 Utilities (divisor: 1.29685261171310) CSX -1.42 Total (000) 4,814,102 4,705,499 4,713,954 4,697,404 4,025,634
14700
Open (t) 912.28 919.83 908.93 888.05 907.26 Delta Air 0.20 NYSE Arca Composite
Open (a) 910.43 919.26 909.42 887.87 906.07 Expeditors Intl of Wash 0.94 Daily May 10 11 12 13 14
10:00 918.15 907.80 901.45 892.57 910.13
10:30 918.74 912.05 903.65 898.38 908.43 FedEx -5.26 14000 Issues Traded 1,501 1,509 1,521 1,501 1,500
Advances 349 329 145 1,130 1,344
11:00 921.57 907.26 901.11 900.56 909.62 JB Hunt Transport -1.78 Declines 1,132 1,154 1,359 357 139
11:30 923.62 908.97 901.08 902.14 909.89 Unchanged 20 26 17 14 17
JetBlue Airways 0.12 New Highs 487 14 42 4 31
12:00 921.81 910.62 899.91 904.55 909.28 13300 New Lows 32 19 21 15 1
12:30 919.07 908.00 899.66 903.97 909.95 Kansas City Southern 3.79 Blocks - primary 1,071 1,378 1,453 1,367 1,106
1:00 917.13 907.05 898.15 905.14 908.99 Kirby Corp 2.12 Total (000) - primary 254,241 339,893 339,292 325,017 236,210
Total (000) 1,242,469 1,639,871 1,683,975 1,493,094 1,132,528
1:30 925.37 907.66 895.83 903.92 910.55 Landstar System -3.18 12600
2:00 924.15 910.49 895.51 903.85 909.42
2:30 921.20 908.70 892.06 909.51 909.54
Matson -3.36
3:00 922.97 907.33 896.79 908.28 909.67 Norfolk Southern 0.02 11900 OTHER MARKET INDEXES
3:30 922.99 906.61 891.75 909.11 908.65 Ryder System -2.08 Daily 5/10 5/11 5/12 5/13 5/14
Close 919.93 910.14 889.10 905.11 907.73 Southwest Airlines 0.64 NYSE Amer Comp 3078.75 3097.51 3061.46 3090.69 3159.73
High (t) 930.76 921.99 910.42 910.60 915.29 11200 AmMajorMkt 3076.40 3036.98 2979.79 3017.17 3048.06
Low (t) 910.49 902.28 887.83 885.45 903.87 Union Pacific -1.62
BNY ADR Idx 167.08 166.42 163.69 163.31 166.55
High (a) 927.98 920.96 909.42 909.78 913.64 United Airlines 0.55 Europe 142.83 141.56 140.42 141.38 143.96
Low (a) 910.43 903.87 888.24 886.88 905.98 United Parcel Service B -1.12 Latin Am 210.47 212.33 204.86 205.96 209.52
Change +10.03 –9.79 –21.04 +16.01 +2.62 10500 Asia 232.25 232.35 226.72 223.37 228.26
Theoretical (t): High 930.76 Low 885.45 Emerg M 404.56 407.00 395.92 388.65 398.40
UTILITIES DJ US TSM Float 43485.43 43168.89 42165.09 42650.33 43368.26
Actual (a): High 927.98 Low 886.88
975 Nasdaq Cmp 13401.86 13389.43 13031.68 13124.99 13429.98
AES -0.42 100 Index 13359.08 13351.27 13001.63 13109.15 13393.12
Dow Jones 65 Composite (divisor: 0.77362739927465)
American Elec Power -0.43 Indus. 10407.23 10409.42 10107.25 10129.81 10343.90
Open (t) 11773.55 11643.42 11531.70 11355.17 11585.65 Insur. 11333.83 11186.13 11009.27 11193.55 11330.20
Open (a) 11733.62 11693.19 11563.54 11346.25 11540.81 American Water Works 0.06 Banks 4763.59 4735.93 4616.53 4765.00 4842.96
10:00 11816.49 11635.26 11512.14 11474.83 11635.89 Atmos Energy -2.54 Computer 9329.52 9313.34 9040.43 9139.80 9378.66
10:30 11819.43 11553.38 11502.76 11514.76 11607.90
925 Telecom 515.16 515.27 506.64 512.54 523.45
Consolidated Edison 0.88 NYSE Comp.-z 16516.83 16355.62 16042.97 16181.63 16415.36
11:00 11832.66 11532.86 11486.39 11526.05 11622.56
11:30 11858.90 11581.42 11482.82 11489.30 11628.41 Dominion Energy -0.38 Financial-z 9971.50 9841.12 9675.61 9831.16 9987.56
Health Care-z 21580.99 21353.00 21172.19 21368.84 21466.74
12:00 11846.54 11581.06 11433.03 11495.53 11625.05 Duke Energy 2.20 Energy-z 8633.27 8465.74 8473.65 8361.05 8628.40
12:30 11831.98 11552.43 11425.03 11515.95 11640.42 Edison Intl -0.19 875 Russell 1000 2350.59 2332.31 2280.21 2306.15 2342.65
1:00 11821.96 11533.88 11415.54 11502.02 11650.28 2000 2212.70 2206.99 2135.14 2170.95 2224.63
1:30 11834.02 11568.34 11411.68 11477.19 11655.01
Exelon 0.41 3000 2493.54 2474.99 2418.04 2446.40 2486.56
2:00 11830.18 11588.80 11414.63 11475.23 11653.05 FirstEnergy 0.09 Value-v 1590.91 1570.96 1540.20 1561.55 1581.50
Growth-v 2531.20 2524.24 2460.57 2482.14 2529.44
2:30 11790.02 11588.89 11386.58 11540.66 11660.52 NextEra Energy -1.41 MidCap 3099.65 3075.13 2992.14 3026.65 3082.45
3:00 11780.32 11579.32 11409.58 11538.56 11663.79
3:30 11784.94 11583.52 11349.14 11556.11 11655.29
Public Service Enterprise -0.63 825 S&P 100 Index 1895.01 1880.26 1841.42 1862.48 1890.32
Sempra Energy 0.29 500 4188.43 4152.10 4063.04 4112.50 4173.85
Close 11738.22 11581.97 11336.69 11523.53 11644.37 Ind. 5788.29 5746.62 5617.00 5677.77 5765.04
High (t) 11920.26 11726.87 11600.70 11607.02 11714.84 Southern -1.15 MidCap 2737.18 2712.95 2628.90 2676.40 2721.89
Low (t) 11685.96 11454.02 11312.47 11322.57 11528.46 SmallCap 1344.46 1337.38 1294.40 1325.60 1354.82
Xcel Energy 0.40 Value Line(A) 9506.04 9445.79 9190.21 9319.11 9510.81
High (a) 11860.67 11693.19 11563.54 11573.57 11672.07
Low (a) 11733.62 11502.12 11328.30 11346.25 11540.81
775 Value Line(G) 665.67 661.26 643.18 652.01 665.27
Nov Dec Jan Feb Mar Apr May DJ US Small TSM 14918.53 14863.66 14380.58 14599.90 14955.34
Change +7.02 –156.25 –245.28 +186.84 +120.84
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 11920.26 Low 11312.47 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 11860.67 Low 11328.30 31,2002=5000.
May 17, 2021 BARRON’S M35

Market Laboratory
INDEXES' P/ES & YIELDS PER SHARE VALUES OF STOCKS IN THE DOW BARRON'S 50-STOCK AVERAGE
JONES AVERAGES
DJ latest 52-week earnings and dividends adjusted by Dow Divisors at Friday's close. S&P Dec. 4-quarter's GAAP earnings as This index is an weighted average of 50 leading issues.
reported and indicated dividends based on Friday close.S&P 500 P/E ratios based on GAAP earnings as reported. For additional This is a list of the Dow Jones trailing 52-week diluted Useful in security valuation. Source: Barron's Stats
earnings series, please refer to www.spglobal.com. DJ latest available book values for FY 2019 and 2018, and S&P latest for 2020 and share earnings, dividends and book values as reported
2019. r-Revised data May 13 May 6 May Yr-to-Yr
by the company. Bolded numbers indicate new values. 2021 2021 2020 % Chg
Last Prev. Year Last Prev. Year
Week Week Ago Week Week Ago Sources Barron's Stats and FactSet.
S&P 500 Index 4112.50 4201.62 2927.98 40.46
DJ Ind Avg 34382.13 34777.76 23685.42 Divs Yield % 3.05 3.03 3.50 Industrial Stocks Barron's 50 Index 11218.72 11340.30 7741.01 44.93
Divs $ 27.68 27.61 26.08 Book Book
P/E Ratio 29.54 29.92 19.79 Earns Divs. Value Earns Divs. Value Projected quarterly earn 107.67 106.17 73.87 45.76
Earns Yield % 3.39 3.34 5.05 Mkt to Book 2.42 2.43 2.01
Earns $ 1163.98 1162.34 1196.59 Book Value $ 374.40 374.40 370.98 Am Exp 6.09 1.72 28.48 Johnson&John 5.66 4.04 22.59 Annualized projected earn 430.69 424.70 295.47 45.76
Amgen 12.09 6.72 16.36 JPMorgChase 12.59 3.60 75.98
Divs Yield % 1.74 1.72 2.79 S&P 500 Index 4173.85 4232.60 2863.70 Apple 4.46 0.835 20.37 McDonalds 6.89 5.08 (11.00)
Annualized projected P/E 26.05 26.70 26.3 –0.83
Divs $ 598.23 596.85 661.66 P/E Ratio 44.34 44.97 20.53 Boeing (20.56) Suspended (15.31) Merck Co 2.76 2.48 10.20 Five-year average earn 380.91 380.91 396.48 –3.93
Mkt to Book 5.14 5.20 3.64 Earns Yield % 2.26 2.22 4.87 Caterpillar 6.25 4.12 26.52 Microsoft 7.34 2.14 15.63 Five-year average P/E 29.45 29.77 19.5 50.84
Book Value $ 6688.86 6688.86 6512.92 Earns $ 94.13 94.13 139.47 Chevron Corp (4.17) 5.16 76.62 Nike Inc 2.12 1.04 5.17
Cisco Sys 2.38 1.45 7.90 Proc Gam 5.43 3.241 18.40 Year-end earn 314.70 314.70 331.24 –4.99
DJ Trans Avg 15917.46 15943.30 7761.00 Divs Yield % 1.41 1.39 2.04
P/E Ratio 0.00 0.00 20.08 Divs $ 58.85 58.83 58.42
Coca Cola 1.67 1.65 4.43 3M Co 9.80 5.89 17.50 Year-end P/E 35.65 36.04 23.4 52.41
Disney Walt (2.49) 0.00 49.90 Salesforce.com 4.39 0.00 37.95
Earns Yield % 0.00 0.00 4.98 Mkt to Book 4.50 4.56 3.13 Dow 2.62 2.80 18.26 Travelers Cos 10.85 3.40 101.54 Year-end earns yield, % 2.81 2.78 4.3 –34.63
Earns $ (126.46) (126.46) 386.51 Book Value $ 927.52 927.52 914.49 Goldman Sachs 40.81 5.00 227.62 UnitedHealth Grp 17.59 5.00 60.78 Best grade bond yields, % 1.52 1.51 2.20 –30.83
Divs Yield % 0.97 0.97 2.25 Home Depot 11.93 6.15 (2.89) Verizon 4.56 2.497 14.84
S&P Ind Index 5765.04 5864.75 4060.12 Honeywell 6.54 3.69 26.01 Visa 4.84 1.26 13.53 Bond yields/stock ylds, % 0.54 0.54 0.51 5.65
Divs $ 154.74 154.74 174.44 P/E Ratio 50.23 51.10 25.50
Mkt to Book 4.70 4.70 2.40
IBM 5.98 6.53 23.49 Walgreens (0.69) 1.86 26.26 Actual year-end divs 212.14 211.94 223.57 –5.11
Earns Yield % 1.99 1.96 3.92 Intel 4.45 1.35 18.07 Wal-mart 4.73 2.18 26.36
Book Value $ 3389.19 3389.19 3239.67 Earns $ 114.77 114.77 159.25
Actual yr-end divs yld, % 1.89 1.87 2.90 –34.69
Transportation Stocks
DJ Utility Avg 907.73 909.90 744.49 Divs Yield % 1.28 1.26 1.78 Alaska Air Group (9.74) Suspended 35.21 KC Southern 6.65 1.69 45.95
P/E Ratio 23.06 23.18 22.45 Divs $ 73.79 73.90 72.27 American Airlines (15.31) Suspended (0.28) Kirby Corp 1.19 Nil 56.18
Earns Yield % 4.34 4.31 4.45 Mkt to Book 6.15 6.26 4.30 Avis Budget Grp (10.00) Nil 8.86 Landstar Sys 5.95 0.84 18.28 STOCK VOLUME
Earns $ 39.36 39.26 33.16 Book Value $ 936.72 936.72 944.26 C.H. Robinson 4.42 2.04 12.39 Matson Inc 6.34 0.92 18.78
CSX Corp 3.53 1.06 15.32 Norf Southern 9.06 3.86 58.87 Last Prev. Year YOY
Delta Air Lines (20.52) Suspended 23.89 Ryder Sys 0.63 2.24 46.48 Week Week Ago % Chg
144 FILINGS Expeditors Int'l 5.04 1.04 12.94 Southwest Air (4.94) 0.00 18.94 NYSE(a) 4,915,213 4,642,558 5,510,060 -10.80
FedEx 11.29 2.60 69.84 Un Pacific 7.73 3.88 26.19 30 Dow Inds (b) 1,818,569 1,586,069 2,163,558 -15.95
Hunt (JB) 5.13 1.11 21.34 UPS 1.63 4.05 3.81 20 Dow Trans (b) 461,493 422,641 1,176,087 -60.76
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air (4.24) Nil 17.02 United Airlines (22.80) Nil 45.90 15 Dow Utils (b) 246,243 247,561 366,107 -32.74
cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner Utility Stocks 65 Dow Stks (b) 2,526,305 2,256,271 3,705,752 -31.83
NYSE American (a) 102,074 127,615 117,356 -13.02
has filed a Form144.) Source: Thomson Reuters AES Corp. (0.37) 0.5876 4.51 Exelon 1.11 1.53 33.12 Nasdaq(d) 22,956,593 24,403,184 20,568,314 11.61
Am Elec 4.60 2.92 39.73 FirstEnergy 2.00 1.56 12.90 NYSE 15 Most Active
Shares Sale American Water Works 3.96 2.2525 33.85 NextEra Energy 2.12 1.40 75.67
Company Sym Indicated $ Value Date Seller Title Average Price 20.31 24.96 11.85 71.39
Atmos Energy 5.50 2.34 48.18 Xcel Energy 2.89 1.7475 25.24 % Tot Vol 17.88 15.68 17.14 4.32
Ziopharm Oncology ZIOP 1,570,358 5,978,884 5/3/21 Cooper, Laurence AF Con Ed 3.40 3.06 54.12 Pub Sv Ent 4.16 1.98 29.94 Stock Offerings $(z,v) 5,022,600 r7,030,200 22,027,000 -77.20
Dominion Energy 1.05 3.45 35.33 Sempra Energy 13.12 4.235 60.58
Amphenol APH 600,000 40,067,160 5/5/21 Norwitt, Richard AF Duke Energy 1.74 3.86 61.20 Southn Co. 3.20 2.58 25.03 Daily Stock Volume
Restaurant Brands International QSR 600,000 41,418,540 5/5/21 Schwartz, Daniel AF Edison Int'l 2.08 2.60 36.75
Progyny PGNY 450,000 24,988,500 5/3/21 Schlanger, David AF Daily 5/10 5/11 5/12 5/13 5/14
Amphenol
Switch
APH
SWCH
400,000
400,000
26,352,548
7,240,000
5/4/21
5/3/21
Norwitt, Richard
Morton, Erin
AF
P
Coming U.S. Auctions NYSE(a)
30 Inds (b)
997,865 994,117 1,046,045 1,027,055 850,130
361,620.1 413,181.9 383,577.8 352,805.6 307,384.0
Summit Materials SUM 257,150 8,071,369 5/5/21 Brady, Michael UT Yields (%) 20 Trans (b) 80,272.1 99,741.7 92,359.2 91,933.2 97,186.8
15 Utils (b) 55,090.4 54,244.3 50,178.6 45,204.6 41,525.3
Unity Software U 217,124 22,180,446 5/3/21 Riccitiello, John AF Day When Last 65 Stks (b) 496,982.5 567,167.9 526,115.5 489,943.4 446,096.0
Kraft Heinz KHC 209,488 8,856,937 5/4/21 Cahill, John VC Issued* Auction NYSE Amer(a) 24,128 21,620 21,935 18,913 15,478
Fastly FSLY 187,499 11,975,561 5/3/21 Bergman, Artur AF M Nasd(d) 4,814,102 4,705,499 4,713,954 4,697,404 4,025,634
NYSE 15 Most Active
$57.0 bil 3-month 0.005 0.015 Avg. Price 24.48 23.46 25.19 33.27 43.49
THE WEEK IN STOCKS FOR THE MAJOR INDEXES $54.0 bil 6-month 0.033 0.035 % Tot Vol 16.74 18.49 16.60 21.17 20.46
Numbers in thousands save price and percentages. (a) Primary
12-Month Weekly Friday Weekly 12-Month Change From T volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v)
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. $34.0 bil 1-year 0.045 0.065 W/E Thursday. (z) Source: Refinitiv.
Dow Jones Indexes
* As of Friday afternoon.
34777.76 23685.42 30 Indus 34742.82 33587.66 34382.13 –395.63 –1.14 10696.71 45.16 3775.65 12.34
15943.30 7761.00 20 Transp 15929.46 15348.59 15917.46 –25.84 –0.16 8156.46 105.10 3410.53 27.27 DISTRIBUTIONS & OFFERINGS
933.37 744.49 15 Utilities 919.93 889.10 907.73 –2.17 –0.24 163.24 21.93 43.09 4.98
11738.22 7542.66 65 Comp 11738.22 11336.69 11644.37 –86.83 –0.74 4101.71 54.38 1535.66 15.19 Secondary Distributions of common stocks
DELTA MARKET SENTIMENT INDICATOR Alset EHome International 6,311,637 $5.07 $31,983,890
Dow Jones Indexes Arthur J Gallagher & Co 9,000,000 $142.00$1,278,000,000
44054.28 28903.31 US TSM Float 43485.43 42165.09 43368.26 –660.41 –1.50 14464.95 50.05 4148.64 10.58 The Delta MSI measures the position of ~1,800 stocks relative to an Axonics 4,025,000 $50.00 $201,250,000
1062.65 704.96 US Market 1050.68 1019.07 1047.30 –15.35 –1.44 342.34 48.56 99.95 10.55 intermediate-term moving average crossover (MAC) point. When Data Storage 1,600,000 $6.75 $10,800,000
1101.29 698.29 Internet 984.01 952.86 980.61 –15.16 –1.52 282.32 40.43 19.04 1.98 greater than 50% of the stocks followed are above this MAC point, the Eloxx Pharmaceuticals 33,333,334 $1.35 $45,000,001
market is bullish and equities are attractive. When the indicator is Ingersoll Rand 14,924,081 $49.00 $731,279,969
New York Stock Exchange below 50%, risk is elevated and stock exposures should be reduced.
16590.43 10947.32 Comp-z 16516.83 16042.97 16415.36 –175.08 –1.06 5468.04 49.95 1890.55 13.02 Insmed 11,500,000 $25.00 $287,500,000
Manager uses discretion on asset allocation when MSI is 50% +/- 3%. JELD-WEN 10,000,000 $29.20 $292,000,000
10020.29 5963.20 Financial-z 9987.56 9675.61 9987.56 –32.72 –0.33 4024.37 67.49 1694.71 20.44
21580.99 17007.25 Health Care-z 21580.99 21172.19 21466.74 –89.68 –0.42 3916.59 22.32 1421.07 7.09 Last 2 Weeks 3 Weeks KKR Real Estate Finance Trust 5,000,000 $20.30 $101,500,000
8667.17 4776.65 Energy-z 8633.27 8361.05 8628.40 –38.77 –0.45 2809.82 48.29 2125.62 32.69 Current Sentiment Week Ago Ago Lexington Realty Trust 16,000,000 $12.20 $195,200,000
Monaker 3,230,000 $2.50 $8,075,000
NYSE American Stock Exchange Pioneer Natural Resources 6,000,000 $161.00 $966,000,000
3159.73 1823.13 NYSE Amer Comp 3159.73 3061.46 3159.73 54.25 1.75 1336.59 73.31 798.82 33.84
BULLISH 62.0% 69.4% 72.2%
Praxis Precision Medicines 5,000,000 $18.25 $91,250,000
3081.13 2170.85 Major Mkt 3076.40 2979.79 3048.06 -33.08 –1.07 877.21 40.41 301.03 10.96 Current Market Exposure: 100% Equities, 0% Bonds, 0% Cash Recro Pharma 13,333,333 $2.25 $29,999,999
Standard & Poor's Indexes Source: Delta Investment Management Save Foods 1,090,909 $11.00 $11,999,999
1919.28 1323.54 100 Index 1895.01 1841.42 1890.32 –28.96 –1.51 566.78 42.82 169.82 9.87 www.deltaim.com, (415) 249-6337 Source: Dealogic LLC, New York City; (212) 577-4400.
4232.60 2863.70 500 Index 4188.43 4063.04 4173.85 –58.75 –1.39 1310.15 45.75 417.78 11.12
5864.75 4060.12 Indus 5788.29 5617.00 5765.04 –99.71 –1.70 1704.92 41.99 467.76 8.83
2770.27 1578.26 MidCap 2737.18 2628.90 2721.89 –48.38 –1.75 1143.63 72.46 415.27 18.00
1397.66 712.38 SmallCap 1354.82 1294.40 1354.82 –19.44 –1.41 642.44 90.18 235.89 21.08 U.S. DOLLAR INDEX vs EURO and YEN
Nasdaq Stock Market
14138.78 9014.56 Comp 13429.98 13031.68 13429.98 –322.26 –2.34 4415.42 48.98 541.70 4.20 Even Dollar: The euro sank, the yen rose—lifting the dollar slightly against the six-cur-
14041.91 9152.64 100 Index 13393.12 13001.63 13393.12 –326.51 –2.38 4240.48 46.33 504.83 3.92
11219.80 6835.79 Indus 10409.42 10107.25 10343.90 –345.51 –3.23 3508.11 51.32 –52.92 –0.51 rencies of the U.S. Dollar Index, which gained 0.1% on the week, to end at 90.30.
11478.62 7255.15 Insur 11333.83 11009.27 11330.20 –148.41 –1.29 4075.06 56.17 1243.77 12.33 20
4843.92 2312.68 Banks 4842.96 4616.53 4842.96 26.96 0.56 2530.28 109.41 1296.07 36.54
9899.18 6133.87 Computer 9378.66 9040.43 9378.66 –235.35 –2.45 3244.79 52.90 561.14 6.36
523.45 383.99 Telecom 523.45 506.64 523.45 2.18 0.42 137.24 35.53 49.31 10.40
Russell Indexes 10
s
2376.85 1577.46 1000 2350.59 2280.21 2342.65 –34.19 –1.44 765.19 48.51 221.79 10.46 EURO in $
2360.17 1256.99 2000 2224.63 2135.14 2224.63 –47.00 –2.07 967.64 76.98 249.77 12.65
2523.93 1656.81 3000 2493.54 2418.04 2486.56 –37.37 –1.48 829.75 50.08 238.12 10.59 0
1593.92 1033.99 Value-v 1590.91 1540.20 1581.50 –12.43 –0.78 547.51 52.95 231.87 17.18 s
2638.79 1760.49 Growth-v 2531.20 2460.57 2529.44 –54.83 –2.12 768.96 43.68 101.68 4.19 YEN in $
3138.70 1922.67 MidCap 3099.65 2992.14 3082.45 –44.38 –1.42 1159.78 60.32 339.40 12.37
Others -10
s
9621.92 5089.42 Value Line-a 9510.81 9190.21 9510.81 –111.11 –1.15 4421.39 86.87 1597.78 20.19
674.01 387.49 Value Line-g 665.67 643.18 665.27 –8.74 –1.30 277.78 71.69 96.50 16.97 DXY (90.30)
15633.17 8475.24 DJ US Small TSM14955.34 14380.58 14955.34 –302.92 –1.99 6480.10 76.46 1706.67 12.88
1018.25 596.68 Barron's 400 1006.31 969.16 1005.53 –12.72 –1.25 408.84 68.52 153.33 17.99 -20
J J A S O N D J F M A M
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 Source: Tullett Prebon
M36 BARRON’S May 17, 2021

Market Laboratory
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS US TREASURY BILLS
Net Change % Change and Ranking 52 Week Wkly Ask
Coming Earnings
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Maturity Bid Asked Chg. Yld. Day Consensus Year
Mining DJUSMG 145.05 + 6.61 21.96 +4.77 [1] +4.82 [137] +17.84 [45] +16.23 147.36 112.81 May 27 '21 0.01 .... -0.01 ....
Estimate Ago
Gold Mining DJUSPM 156.32 + 7.12 23.66 +4.77 [2] +4.68 [138] +17.84 [46] +20.48 159.08 121.58 Jun 01 '21 0.01 .... .... .... Continued from page 11 of the main section.
Marine Transportation DJUSMT 228.27 + 6.96 58.13 +3.14 [3] +43.56 [89] +34.17 [13] –8.12 229.45 117.94 Jun 03 '21 0.01 .... .... ....
Pipelines DJUSPL 599.32 + 13.37 140.96 +2.28 [4] +37.17 [104] +30.75 [19] –2.52 599.32 387.07 Jun 08 '21 0.01 .... -0.01 .... W
Oil Equip, Svcs & Distri DJUSOQ 290.57 + 5.82 70.83 +2.04 [5] +59.91 [71] +32.23 [18] –16.72 290.57 167.02 Jun 10 '21 0.01 .... .... .... Lowe’s (Q1) 2.54 1.77
Recreational Svcs DJUSRQ 107.00 + 1.97 14.58 +1.88 [6] +110.46 [15] +15.77 [60] –8.95 116.85 52.45 Jun 15 '21 0.01 .... .... .... Target (Q1) 2.07 0.59
Nondurable Hshld Pdts DJUSHN 1092.44 + 19.72 –12.97 +1.84 [7] +18.69 [128] –1.17 [131] +22.21 1,152.89 903.16 Jun 17 '21 0.01 -0.01 -0.01 -0.01
Jun 22 '21 0.01 .... .... .... TJX (Q1) 0.28 -0.74
Oil Equipment & Svcs DJUSOI 197.90 + 3.48 49.99 +1.79 [8] +92.69 [26] +33.80 [14] –24.42 197.90 93.27
Steel DJUSST 388.23 + 4.57 165.14 +1.19 [9] +153.75 [7] +74.03 [1] +9.96 391.46 155.24 Jun 24 '21 0.01 .... .... .... TH
Commodity Chemicals DJUSCC 690.93 + 7.97 103.46 +1.17 [10] +72.14 [46] +17.61 [48] +10.53 690.93 405.98 Jun 29 '21 0.01 .... .... ....
Jul 01 '21 0.01 .... .... .... Applied Materials (Q2) 1.51 0.89
Airlines DJUSAR 235.98 + 2.53 51.99 +1.09 [11] +152.22 [8] +28.25 [24] –2.40 252.35 91.71
Banks DJUSBK 589.84 + 5.82 155.26 +1.00 [12] +97.59 [22] +35.73 [12] +6.75 589.84 294.03 Jul 06 '21 0.01 .... .... .... Kohl’s (Q1) 0.03 -3.20
Investment Svcs DJUSSB 1828.39 + 16.14 359.27 +.89 [13] +73.62 [43] +24.46 [31] +12.86 1,828.39 1,046.32 Jul 08 '21 0.01 .... .... .... Palo Alto Networks (Q3) 1.28 1.17
Jul 13 '21 0.01 .... .... ....
Pharmaceuticals DJUSPR 695.58 + 6.14 40.14 +.89 [14] +13.11 [135] +6.12 [106] +11.65 695.58 570.32 Ralph Lauren (Q4) -0.76 0.68
Jul 15 '21 0.01 .... .... ....
Multiutilities DJUSMU 237.23 + 1.52 22.66 +.65 [15] +22.95 [125] +10.56 [87] +9.79 239.72 187.78
Transportation Svcs DJUSTS 332.43 + 2.07 52.80 +.63 [16] +115.71 [14] +18.88 [43] +5.46 333.80 152.99
Jul 22 '21 0.01 .... .... .... F
Jul 29 '21 0.01 .... .... .... Deere (Q2) 4.47 2.11
Full Line Insurance DJUSIF 51.67 + .29 13.69 +.56 [17] +100.08 [20] +36.06 [11] +1.97 51.67 26.26
Aug 05 '21 0.01 -0.01 -0.01 -0.01
Pharmaceuticals & Biotech DJUSPN 985.05 + 5.18 60.33 +.53 [18] +14.20 [133] +6.52 [103] +11.20 990.39 821.14 Aug 12 '21 0.01 .... -0.01 .... Foot Locker (Q1) 1.06 -0.67
Soft Drinks DJUSSD 810.86 + 3.87 –.86 +.48 [19] +19.69 [127] –.11 [128] +12.68 815.32 669.65 Aug 19 '21 0.01 .... -0.01 .... Buckle (Q1) 0.43 -0.24
Basic Resources DJUSBS 322.19 + 1.51 102.93 +.47 [20] +98.18 [21] +46.95 [5] +17.18 326.68 159.03 Aug 26 '21 0.02 0.01 -0.01 0.01
Net Change % Change and Ranking 52 Week VF (Q4) 0.28 0.10
Sep 02 '21 0.02 0.01 .... 0.01
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low (Earnings are diluted and report dates are tentative. All fore-
Sep 09 '21 0.01 .... -0.01 ....
Aluminum DJUSAL 135.62 – 5.12 56.88 –3.64 [127] +548.58 [1] +72.23 [2] –6.74 141.16 20.64 casts and historical numbers exclude extraordinary items by
Sep 16 '21 0.02 0.01 -0.01 0.01
accounting definitions.)
Nonferrous Metals DJUSNF 565.71 – 22.47 217.64 –3.82 [129] +410.13 [2] +62.53 [4] +37.69 599.28 113.44 Sep 23 '21 0.02 0.01 -0.01 0.01 Source: FactSet
Industrial Metals & Mining DJUSIM 408.33 – 6.58 165.48 –1.59 [92] +248.14 [3] +68.14 [3] +18.41 422.62 119.13 Sep 30 '21 0.02 0.01 -0.01 0.01
Automobiles DJUSAU 784.06 – 91.62 –77.23 –10.46 [138] +230.53 [4] –8.97 [137] +58.21 1,077.96 237.02 Oct 07 '21 0.02 0.01 -0.02 0.01
Automobiles & Parts DJUSAP 947.15– 101.12 –62.27 –9.65 [137] +196.04 [5] –6.17 [136] +40.16 1,239.34 320.77 Oct 14 '21 0.02 0.01 -0.01 0.01
Furnishings DJUSFH 520.72 – 19.97 156.36 –3.69 [128] +164.85 [6] +42.91 [7] +11.68 540.69 197.64 Oct 21 '21 0.02 0.01 -0.01 0.01
Steel DJUSST 388.23 + 4.57 165.14 +1.19 [9] +153.75 [7] +74.03 [1] +9.96 391.46 155.24 Oct 28 '21 0.02 0.01 -0.01 0.01 NYSE DATA BANK
Airlines DJUSAR 235.98 + 2.53 51.99 +1.09 [11] +152.22 [8] +28.25 [24] –2.40 252.35 91.71 Nov 04 '21 0.03 0.02 -0.01 0.02
Latest Preceding Year-Ago
Delivery Svcs DJUSAF 1771.00 – 13.59 357.92 –.76 [55] +139.54 [9] +25.33 [29] +16.87 1,784.59 731.48 Nov 12 '21 0.03 0.02 .... 0.02
Month Month Month
Real Estate Holding & Dev DJUSEH 82.98 – 4.77 20.43 –5.44 [135] +138.79 [10] +32.66 [17] –7.35 87.75 33.74 Dec 02 '21 0.03 0.02 .... 0.02
Heavy Construction DJUSHV 752.52 – 9.08 201.23 –1.19 [75] +135.52 [11] +36.50 [10] +20.27 762.49 324.23 Dec 30 '21 0.03 0.02 -0.01 0.02
Jan 27 '22 0.03 0.02 .... 0.02
Short interest
Commercial Vehicles DJUSHR 3564.79 – 33.97 837.72 –.94 [63] +121.86 [12] +30.72 [20] +20.87 3,604.32 1,619.28
Durable Hshld Pdts DJUSHD 362.28 – 6.09 77.59 –1.65 [95] +118.69 [13] +27.25 [27] +10.56 369.34 169.32 Feb 24 '22 0.03 0.02 -0.01 0.02 (Thous. Shs) Apr. 30 12,993,499 12,941,489 15,581,876
Transportation Svcs DJUSTS 332.43 + 2.07 52.80 +.63 [16] +115.71 [14] +18.88 [43] +5.46 333.80 152.99 Mar 24 '22 0.04 0.03 -0.01 0.03 Short interest ratio
Recreational Svcs DJUSRQ 107.00 + 1.97 14.58 +1.88 [6] +110.46 [15] +15.77 [60] –8.95 116.85 52.45 Apr 21 '22 0.05 0.04 .... 0.04 (d) Apr. 30 3.4 3.4 2.8
Construction & Materials DJUSCN 1246.95 – 16.97 276.96 –1.34 [81] +107.35 [16] +28.55 [23] +22.97 1,266.42 609.61 (d) For period
Home Construction DJUSHB 1525.73– 109.49 381.29 –6.70 [136] +104.48 [17] +33.32 [15] +23.02 1,639.26 760.68 r-Revised Source: NYSE. *-Now includes composite trades.
Recreational Products DJUSRP 671.28 – 35.29 156.37 –4.99 [133] +104.10 [18] +30.37 [21] +22.90 706.57 344.93
Bldg Materials & Fixtures DJUSBD 1635.34 – 22.54 351.61 –1.36 [84] +103.59 [19] +27.39 [26] +23.64 1,661.30 814.13 NYSE HALF-HOURLY VOLUME
Full Line Insurance DJUSIF 51.67 + .29 13.69 +.56 [17] +100.08 [20] +36.06 [11] +1.97 51.67 26.26
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
Daily 5/10 5/11 5/12 5/13 5/14 SELECTED INITIAL PUBLIC OFFERINGS
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours. 9:30-10:00 155,904 185,908 133,164 129,875 124,105 Initial Most
10:00-10:30 62,827 74,703 57,549 54,722 54,482 Ticker Offer IPO Recent %
AMERICAN DEBT AND DEFICITS 10:30-11:00 50,455 61,901 51,731 47,764 44,375 Code Price Date Price Chg
Latest Preceding Year AgoYear over Year 11:00-11:30 40,858 49,172 42,054 45,931 35,261
Osiris Acquisition OSIU 10.00 5/14 9.88 -1.2%
Report Report Report % Chg 11:30-12:00 33,684 40,750 44,341 45,630 32,452
12:00-12:30 31,816 32,334 45,305 36,180 28,748 Save Foods SVFD 11.00 5/14 10.75 -2.3%
Federal Budget Deficit (bil. $)-a ......................................... 920FY'22 966FY'21 1,083FY'20 ….
12:30-1:00 28,008 32,988 35,150 36,165 25,017 Vera Therapeutics VERA 11.00 5/14 11.50 4.5%
Budget Surplus/Deficit (bil. $)-b, April.............................. –225.58 r-659.60 –738.02 -69.43
1:00-1:30 28,744 30,131 32,705 41,974 24,790 Orion Biotech Opp ORIAU 10.00 5/13 10.00 0.0%
Trade Deficit (bil. $, sa)-c, March ........................................ –74.45 r-70.52 –47.24 57.60
1:30-2:00 29,268 30,224 31,435 53,125 26,521 GLBE 25.00 5/12 26.76 7.0%
Treasury Gross Public Debt. (bil. $)-d ............................... 28,157.2 28,177.9 25,188.8 11.78 Global-E Online
2:00-2:30 42,986 34,115 36,645 44,804 28,247
Treasury Statutory Debt Limit (bil. $)-d............................. * 21,987.7 …. …. iPower IPW 5.00 5/12 5.82 16.4%
2:30-3:00 39,695 35,818 41,476 39,446 31,736
Consumer Installment Debt (bil. $)-e, March ................... 4,241.6 r4,215.8 4,202.0 0.94 3:00-3:30 42,390 41,214 57,828 45,261 39,895 Similarweb SMWB 22.00 5/12 21.34 -3.0%
Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Report, d-Daily Treasury 3:30-4:00 411,231 344,859 436,663 406,178 354,501 Flora Growth FLGC 5.00 5/11 4.05 -19.0%
Statement, e-Monthly Federal Reserve Release.*Statutory debt limit temporarily suspended through July 31, 2021.

PULSE OF THE ECONOMY

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr
Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg
Durable manufacturing (NAICS) a, ................................................ Apr 106.3 r106.7 78.2 35.93
Orders
Capacity utilization % .................................................................... Apr 74.9 74.4 64.0 17.03
Industrial output a, ........................................................................ Apr 106.3 105.6 91.3 16.43 No Activity for this Week
Manufacturing (NAICS) a, ............................................................. Apr 104.6 r104.2 84.8 23.35 Trade
Nondurable manufacturing (NAICS) a............................................ Apr 102.8 r101.4 91.6 12.23
No Activity for this Week
Production
Inflation
Electric power, (mil. kw hrs) (EEI) .................................................. May 8 70,346 69,091 65,654 7.15
Mining (NAICS) a, ......................................................................... Apr 118.9 r118.1 122.7 –3.10 JOC–ECRI Industrial Price Index f .................................................. May 14 147.05 148.40 71.89 104.55
Petroleum, related capacity, % ...................................................... May 7 86.1 86.5 67.9 26.80 Consumer price index b (unadjusted) ............................................ Apr 267.1 264.9 256.4 4.17
Producer price index (finished goods) c ......................................... Apr 214.9 214.3 196.6 9.31
Rotary rigs running, U.S. & Can., (Hughes) .................................... May 14 512 503 362 41.44 Rate of inflation, % (annual, unadjusted)........................................ Apr 4.2 2.6 0.3 ….
Steel, (thous. tons) ........................................................................ May 8 1,774 1,788 1,204 47.34
Steel, rated capacity, % (AISI)........................................................ May 8 78.1 78.7 53.7 45.44 Employment
Utilities a ....................................................................................... Apr 102.8 r100.2 99.1 3.73 Initial jobless claims (thous.) ........................................................ May 8 473 r507 2,315 –79.57
Consumption and Distribution Continuing claims (mil.) ................................................................ May 1 3.655 r3.700 20.823 –82.45
Job openings, (thous.) .................................................................. Mar 8,123 r7,526 5,769 40.80
Business sales, (mil. $) ................................................................. Mar 1,638.23 r1,549.94 1,382.01 18.54 Hires, (thous.) ............................................................................... Mar 6,009 r5,794 5,132 17.09
Instinet Research Redbook Avg. (monthly %) ................................ May 8 40.26 –26.26 –1.05 …. Total separations, (thous.)............................................................. Mar 5,322 r5,429 16,308 –67.37
Baltic Dry Index ............................................................................. May 14 2,939 3,183 407 622.11 Help Wanted Online –Ads (thous,) ................................................. Apr 7,011.4 6,307.0 5,516.6 27.10
Retail store sales, (bil. $) ............................................................... Apr 619.92 r619.79 409.94 51.22 Small Business Optimism Index .................................................... Apr 99.8 98.2 90.9 9.79
Construction
Inventories
No Activity for this Week
Business inventories, (bil. $) ......................................................... Mar 2,014.33 r2,009.27 2,014.72 –0.02
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... May 7 484,691 485,117 531,476 –8.80 Other Indicators
Gasoline, (thous. bbls) .................................................................. May 7 236,189 235,811 252,894 –6.61 Citi Research Panic–Euphoria Reading .......................................... May 14 1.12 r1.21 0.21 ….
Inventory–to–sales ratio (Business) .............................................. Mar 1.23 1.30 1.46 –15.75 a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-benchmark revision, 2016 equals 100. r-Revised.
May 17, 2021 BARRON’S M37

Market Laboratory
WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS
Weekly Comp. NYSE NYSE Amer Nasdaq CharterComms Gaming&Leisure MaidenHoldings Tecnoglass AppliedGenetic EverQuote MeaTech3D SilverSpikeII Wt Allegion Denbury KSCitySouthern RalphLauren
ChesapeakeEner Garmin MasterCraftBoat TFS Fin Applovin EvoAcqnWt MediciNova SkillfulCrafts AllianceData DesignerBrands KayneAnEnerInfr RangeResources
New Highs 845 29 457 ChickenSoupA GIIIApparel MDC Partners TheBancorp ApreaTherap EvofemBiosci MedicusSciA SmartShareGlbl AllncBrnstnNa DeutscheBank KayneAnNextGen RaymondJames
New Lows 194 9 427 ChickenSoupPfdA GladstoneComm MillerHerman Torm Aptinyx EvokePharma MedTechAcqnWt SoaringEagleA AllisonTransm DevonEnergy KeyCorp Rayonier
CincinnatiBncp GladstoneLand MillicomIntl TowneBank AquestiveTherap EzgoTech Mesoblast SoaringEagleWt Allstate Diageo KimbellRoyalty RaytheonTech
NYSE AMER CincinnatiFin GlassHouses Mondelez TractorSupply ARCAbiopharma FangddNetwork Metacrine SolenoTherap AllyFinancial DianaShipping KimcoRealty RegionalMgmt
CiscoSystems GlblSpacWt MountainCrestII Tradeweb ArchimedesWt FinchTherap MetenEdtechX Soligenix AltaEquipment Dick's KinderMorgan RegionsFin
NEW HIGHS Citizens&Northern GlbSpacSubUn Moxian TRowePrice ArcturusTherap FirstCapital MetroMile SoligenixWt AlumofChina Dillard's Kirby RelianceSteel
AbrdnAusEq EtnVncNY MIT ImperialOil PioneerDivHiIncm Clarus GlbXDAXGermany MVB Financial TwinDisc ArrayTech FirstReserveA MolecularData SonnetBio Ambev DineBrands KiteRealty Renren
CKX Lands FT EnerIncome InnSuitesHosp RadiantLogistics ClearBrDivStrat GlbXMSCISuperDiv Nasdaq UFP Inds ArtisanAcqn FlexionTherap MontaukRenew SoteraHealth Amcor DiscoverFinSvcs Knight-Swift RepublicSvcs
CentralSecs FriedmanInds NeuBermanMLP&En SachemNts2025 CME Group GlbXS&P500Catholic NationalVision UFP Tech AryaSciencesIV FloraGrowth MorphoSys SoYoungIntl AmCampus Domino's Knoll RetailPropofAmer
CheniereEnergy GAMCOGlbNat&Inc NeubergerBermanNY TasekoMines CoastalFinl GlbXS&PCathDvxUS NatlWesternLife UMB Fin AssemblyBiosci FoghornTherap MotorsportGames Splunk AmerExpress Domtar KoreaFund Rexnord
CS AssetMgmtIncm GabelliUtilInco NubrgrRlEstSec TrilogyMetals CocaColaCon GlbXSuperDividAlt Navient Umpqua AST Space Fonar Movano Stamps.com AmericanFin Donaldson L Brands RioTinto
CS HY Bond GoldRoyalty NexGenEnergy WellsFargoIncOpp ColonyBankcorp Global-EOnline NewellBrands UnitedBkshrsWV Astrotech Forian MuscleMaker SumoLogic AmHomes4Rent DorianLPG L3HarrisTech RiverNDoubleLine
DunxinFinl GrupoSimec NorthernOil&Gas WellsFargoUtils Comcast A GlobalSelfStorage Newmark UnityBancorp AteaPharm FrontierComms NabrivaTherap Surgalign AIG DoubleLineIncm La-Z-Boy RiverNorthFlexMuni
EtnVncLtdFd CommScope GoldenArrow NewsCorp A Vaccitech Athersys FtacHeraA NanoXImaging SustDevtI Wt Ameriprise Dover LabCpAm RiverNthMgdDur
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AXIS Capital ContinentalRscs InvscValueMuni PIMCO NY MuniIII BlkRkEngyResTr FT EnhEquity Moog B Tenaris
AbbVie Volaris InvitatHomes PioneerHiIncmFd BlkRkCapEnIncoFd FT MLP&Energy MorganStanley TenetHealthcare
Abercrombie&Fitch CooperT&R IronMountain PioneerNatRscs BlckRkEnDivTr FT NewOppsMLP Mosaic Tennant
CONFERENCE CALL CALENDAR AberdStdGlbInfr CorePoint iStar PiperSandler BlkRkEnhGlbDiv FT SrFR2022 MotorolaSol Tenneco
AberdTotDynDiv CornerstoneBldg iStarPfdD PlymouthIndREIT BlackRock FT SpecFin MuellerIndustries Terex
Earnings - Related AcadiaRealty CorpAmAirports IvyHiIncomeOppsFd PostHoldings BlkRkIncmTr Flowserve MuellerWater TerrenoRealty
Company Date Time Earnings-Related Period AccelerateA Corteva J Alexander's PostalRealty BlkRkIntlGrInco Fluor MurphyOil TetraTech
AccelerateWt CostamarePfdE J.Jill PrecisionDrilling BlkRkLngTrm Muni FomentoEconMex MusicAcqnA TexasPacLand
Analog Devices May 19 9:00AM Q2 Accenture Covanta JPMorganChase PrestigeCnsHlth BlkRkMuniIntrDur FootLocker NCR Textron
Cisco Systems May 19 3:30PM Q3 AcuityBrands Crane JacobsEngg Progressive BlkrckMunHlCAQlty ForestRoadII A NOV 3M
Deere & Co May 21 9:00AM Q2 Acushnet CubeSmart JanusHenderson Prologis BlkRkMuniNJQual Fortis NVR Timken
AdamsDivEquityFd Cullen/Frost HancockFinlOpp ProvidentFinSvcs BlRkMuHldgNYQlty FortressValueIV A NamTaiProperty TimkenSteel
Home Depot May 18 8:00AM Q1 AdamsNatRscs CushingMLP&Infr HancockHdgEquity PrudentialFin BlkRkMunivestFdII FortBrandsHome NationalFuelGas TItanIntl
Hormel Foods May 20 8:00AM Q2 Adecoagro Cushman&Wkfd HancockPremDiv Prudential BlkRkMunivest FranklinRscs NationalGrid Toll Bros
Lowe's Companies May 19 8:00AM Q1 AdvanceAuto CustomersBncpNt34 JohnsonControls PulteGroup BlkRkMuniyldCAFd FranklinUniversal NatlRetailProp TorontoDomBk
Ralph Lauren May 20 8:00AM Q4 AdventCv&Incm DTE Energy JonesLang PutnmMgdMun BlkRkMunYdMIQlty FreedomI A NatWest TortoiseEnerInd
Ross Stores May 20 3:15PM Q1 AffiliatedMgrs DXC Tech JuniperIndlWt PutnmMunOpp BlkRkMuniyldNJ Fd FreeportMcM NavigatorHldgs TortoiseEnerInf
agilon health DanaherPfdB KB Fin QVC Nts 2068 BlRkMuyldNYQlty FreshDelMonte Netstreit TortoiseMidEner
Take-Two Interactive Software May 18 3:30PM Q4 AlamoGroup DaVita KB Home QuanexBldg BlRkMuyldPAAQlty FullerHB NewHome TortoisePipe&En
VF May 21 7:30AM Q4 Alcoa Deere KBR QuantaServices
Walmart May 18 7:00AM Q1 AlexandriaRlEst DelEnhGlDivInc KKRAcqnI A QuestDiag
Alleghany DE InvDivInco KKR IncomeOpps RPM
Source: CCBN, www.ccbn.com
AlleghenyTechs Deluxe KT RPTRealty Continued on page M22.
M38 BARRON’S May 17, 2021

Market Laboratory
MONEY RATES CBOE PUT/CALL RATIO vs S&P 100 FOREIGN EXCHANGE
Latest Prev. Yr Ago Readings in the CBOE equity put-call ratio of 60:100 Friday, May 14, 2021 Foreign Foreign U.S. $ in U.S. $ in
Week Week and in the S&P 100 of 125:100 are considered bullish, The New York foreign exchange mid-range rates are quoted at 5 Currency Currency Foreign Foreign
p.m. Eastern time by Tullett Prebon. Retail transactions pro- in U.S.$ in U.S.$ Currency Currency
Discount Rate (NY) 0.25 0.25 0.25 for instance. Bearish signals flash when the equity Country Fri. Last Fri. Fri. Last Fri.
put-call level reaches the vicinity of 30:100 and the vide fewer units of foreign currency per dollar.
Prime Rate (base) 3.25 3.25 3.25 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0008877 .0008985 1126.50 1113.01
Currency Currency Foreign Foreign
Fed Funds Rate in U.S.$ in U.S.$ Currency Currency Sri Lanka (Rupee) .0051 .0051 196.9700 197.0000
Avg effective offer 0.06 0.06 0.06 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1200 .1203 8.3317 8.3121
Avg weekly auction-c 0.06 0.06 0.05 Switzerland (Franc) 1.1095 1.1105 .9013 .9005
5.65 0.65 Argentina (Peso)-y .0106 .0107 93.9567 93.8477 Taiwan (Dollar) .03575 .03599 27.973 27.784
T-Bills Rate CBOE Australia (Dollar) .7778 .7846 1.2857 1.2745
S&P 100 Thailand (Baht) .03189 .03216 31.360 31.090

s
s
13 weeks, Coupon Yield 0.015 0.015 0.127 Bahrain (Dinar) 2.6527 2.6536 .3770 .3769 Turkey (New Lira)-d .1182 .1214 8.4600 8.2386
13 weeks, Auction Rate 0.015 0.015 0.125 4.60 0.59 Brazil (Real) .1897 .1910 5.2727 5.2369 .0362 .0360 27.6500 27.7500
Ukraine (Hryvnia)
26 weeks, Coupon Yield 0.035 0.035 0.157 Bulgaria (Lev) .6209 .6220 1.6106 1.6077 U.K. (Pound) 1.4096 1.3981 .7094 .7153
26 weeks, Auction Rate 0.035 0.035 0.155 Canada (Dollar) .8261 .8242 1.2105 1.2133 Uruguay (Peso) …… .. …… .. …… .. …… ..
Avg weekly auction-c 0.02 0.01 0.12 Chile (Peso) .001429 .001438 699.80 695.40 Financial .02263 .02274 44.185 43.975
3.55 0.53 .1553 .1555 6.4371 6.4325 ----
Broker Call Rate China (Renminbi)
2.00 2.00 2.00 Euro 1.2147 1.2162 .8233 .8222
Colombia (Peso) .0002713 .0002667 3685.51 3750.01
Bankers Acceptances Croatia (Kuna) .1615927 .1614049 6.19 6.20 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
1 month 0.12 0.12 0.13 2.50 0.47 Czech. Rep. (Koruna) …… .. …… .. …… .. …… .. British, and Japanese currencies. Source: International Monetary Fund.
a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1,
2 months 0.13 0.13 0.15 Commercial rate .04772 .04743 20.958 21.081 2005. y-floating rate.
3 months 0.15 0.15 0.20 Denmark (Krone) .1633 .1636 6.1227 6.1137
6 months 0.20 0.20 0.30 1.45 0.41 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Egypt (Pound)-y .0639 .0638 15.6581 15.6710
Euro Libor Rate Hong Kong (Dollar) .1287 .1288 7.7675 7.7660
1 month -0.574 -0.571 -0.444 Hungary (Forint) .003421 .003393 292.33 294.69
3 months -0.547 -0.541 -0.263
0.40 0.35
M J J A S O N D J F M A M Iceland (Krona) .008049 .008071 124.24 123.90 ARMS INDEX
6 months -0.529 -0.527 -0.119 India (Rupee) .01365 .01365 73.279 73.254
12 months -0.487 -0.490 -0.059 Source: CBOE
Indonesia (Rupiah) .0000704 .0000700 14198 14285
The Arms index, also known as the short term trading index, is a number
Israel (Shekel) .3054 .3075 3.2743 3.2522
Libor Interbank Rate derived by dividing one quotient into another quotient. The numerator in
Japan (Yen) .009145 .009209 109.35 108.58
1 month 0.10 0.10 0.17 the index is the number of advancing stocks divided by the number of
3 months 0.16 0.16 0.38 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .002334 .002345 428.36 426.53
declining stocks. As of 3/14/11, the denominator in the index is now the
Kuwait (Dinar) 3.3233 3.3204 .3009 .3012
6 months 0.19 0.19 0.66 High bullish readings in the Consensus stock index or in the .1249 .1249 8.0040 8.0070 compositevolumeofadvancingstocksdividedbythecompositevolumeof
Macau (Pataca)
12 months 0.27 0.27 0.76 Market Vane stock index usually are signs of Market tops; low Malaysia (Ringgit)-b .2424 .2432 4.1255 4.1125 declining stocks.
Foreign Prime Rates ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Daily 5/10 5/11 5/12 5/13 5/14
Last 2 Weeks 3 Weeks
Canada 2.45 2.45 2.45 Floating rate .0503 .0502 19.8680 19.9203
Week Ago Ago
Germany 0.00 0.00 0.00 New Zealand (Dollar) .7246 .7282 1.3801 1.3732 NYSE .96 .52 .84 1.38 .52
Japan 1.475 1.475 1.475 Consensus Index Norway (Krone) .1216 .1217 8.2221 8.2169 NYSE American 1.25 .25 .39 1.86 .53
Switzerland 0.00 0.00 0.50 Consensus Bullish Sentiment 75% 74% 75% Oman (Rial) 2.5974 2.5974 .3850 .3850 Nasdaq .75 .57 .90 1.46 .59
Britain 0.10 0.10 0.10 Pakistan (Rupee) .00657 .00657 152.303 152.315
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Historical data available at (816) 373-3700. editor@consensus-inc.com Philippines (Peso) .02095 .02092 47.744 47.795
Other Money Rates Poland (Zloty) .2680 .2675 3.7313 3.7385
Fannie Mae Home Loan: AAII Index Qatar (Rial) .2703 .2707 3.6997 3.6947 BARRON'S GOLD MINING INDEX
30-Year Fixed Conv 2.42 2.37 2.20 Bullish 36.5% 44.3% 42.6% Russia (Ruble)-a .01351 .01356 74.008 73.752
Bearish 27.0 23.1 25.7 12-Month Year Week %
Bank money market-z 0.07 0.07 0.15 Saudi Arabia (Riyal) .2666 .2666 3.7504 3.7503
Interest Checking-z 0.04 0.04 0.05 Neutral 36.5 32.5 31.8 High Low 5/13 5/6 Ago Chg.
Singapore (Dollar) .7506 .7548 1.3322 1.3248
6-Month Certif-z 0.13 0.13 0.28 Source: American Association of Individual Investors, South Africa (Rand) .0708 .0712 14.1305 14.0531 1100.89 625.69 Gold mining 1094.77 1100.89 626.13 –0.56
12-Month Certif-z 0.18 0.18 0.44 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
30 Month Accounts-z 0.17 0.18 0.49 Market Vane
5-Year Certificates-z 0.32 0.32 0.66 Bullish Consensus 57% 57% 58%
U.S. Savings EE Bonds: FEDERAL RESERVE DATA BANK GOLD & SILVER PRICES
Source: Market Vane, P.O. Box 90490,
Long-Term (5yrs+) 0.10 0.10 0.10 Pasadena, CA 91109 (626) 395-7436. Year
Prev. Year
c-Annualized yields, adjusted for constant maturity, reported by TIM Group Market Sentiment Handy & Harman 5/14 5/7 Ago
Member Bank Latest Week Ago
the Federal Reserve on a weekly average basis. Indicator 39.5% 42.4% 45.3% Gold, troy ounce 1838.10 1836.55 1735.35
Reserve Chgs. (Mil. $) Week Change Change
Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus Circle, Suite 1592 Silver, troy ounce 27.41 27.44 16.61
Factset. z-Bankrate.com. One week ended May 12:
New York, NY 10019 (844) 207-1445. timsupport@timgroup.com Base for pricing gold and silver contents of shipments and for
making refining settlement.
U.S. Gov't securities: Price Premium Premium
Bought outright 7,242,922 + 24,466 +1,569,947 Coins $ %
WEEKLY BOND STATISTICS
Federal agency secur: Krugerrand 1904.50 73.25 4.00
Last Prev. Yr Ago Last Prev. Yr Ago Bought outright 2,347 .... .... Maple Leaf 1922.81 91.56 5.00
Week Week Week Week Week Week Mexican Peso 2215.94 8.00 0.36
Reserve bank credit: Austria Crown 1797.99 3.00 0.17
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Primary Credit 562 -137 -24,381 Austria Phil 1922.81 91.56 5.00
Corporate (z) 35,223 r21,391 69,019 general obligation municipal bonds.) U.S. Eagles 1922.81 91.56 5.00
Secondary Credit .... .... ....
Municipal (z) 813 r9,789 7,398 2.28 2.25 2.48 Premium is the amount over the value of the gold content in the
Seasonal Credit .... .... -2
Best Grade Bonds-y (Barron's index of 10 high-grade Bond Buyer Municipal Bond Index (Index of 40 coin. Source Manfra, Tordella & Brookes, Inc.
Float -111 + 194 + 70 Bullion spot gold price 1831.25
corporate bonds.) actively-traded tax-exempt bonds; component issues are
Other F.R. Assets 42,977 + 3,258 + 1,738
1.52 1.51 2.31 changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer Total Fed Credit # 7,783,820 + 31,512 +1,041,655
Interm-Grade Bonds-y (Barron's index of 10 GOLD PERFORMANCE
medium-grade corporate bonds.) 3.45 3.45 3.82 Gold stock 11,041 .... ....

2.75 2.73 4.52 Stock/Bond Yield Gap-s (Difference between yield on SDR Certif. Accounts 5,200 .... .... Gold Leaf: Gold flattened out in the
highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Curr. Outst. 50,614 + 14 + 402 week, with its price rising barely $1—
Confidence Index (High-grade index divided by inter-
mediate-grade index; decline in latter vs. former generally +.22 +.21 +.48 Total 7,872,375 + 31,619 +1,043,259
to $1,838 an ounce.
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Currency in circ 2,168,220 + 3,280 + 242,583
55.3 55.5 51.0 Treas. Cash Hldgs 37 -9 -256
Corp Bonds, (y) 2.41 2.33 2.91 100
Other Confidence Indicators: Treas. Fed Deposits 898,779 -54,910 -278,715
v-Week ended Thursday. y-Yield to maturity, week ended Thursday.
z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Foreign Fed Deposits 28,103 -131 + 11,769 Barron's Gold Mining Index (1094.77)
Bloomberg Barclays US Long Treasury*(This Other Fed Deposits 332,210 + 6,160 + 135,928
80

s
index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) Other FR liab/cap 54,139 + 4,137 -1,784
ADJUSTABLE MORTGAGE BASE RATES 60
4126.90 4191.38 4937.03 Total factors 3,924,810 -42,218 + 252,624
YOY Reserves F.R. banks 3,947,565 + 73,837 + 790,636
Bloomberg Barclays US Credit (This index May 14 May 7 Yr. Ago % Chg 40
includes all publicly issued, fixed-rate, non-convertible, invest- Fgn hold U.S. debt 3,540,988 -2,261 + 174,456
1 Year Treas Bills 0.06 0.05 0.16 -62.50
ment-grade, dollar-denominated, SEC-registered corporate 20
2 Year Treas Notes 0.16 0.17 0.17 -5.88 Reserve Aggr (Mil. $) Latest Prev. Month % Year
debt. All issues have at least one year to maturity and outstand- 3 Year Treas Notes 0.32 0.35 0.22 45.45
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) 5 Year Treas Notes 0.81 0.86 0.34 138.24 Month Ended March: Month Month Chg. Ago
0
3255.94 3282.92 3106.38 s
10 Year Treas Notes 1.60 1.63 0.67 138.81 Total Reserves: 3,721,300 3,345,900 11.22 2,099,400
Handy & Harman Gold Price
Ryan Labs Treasury Index (Index of total return from 20 Year Treas Bds 2.16 2.18 1.09 98.17 Nonborrowed Res 3,663,300 3,292,500 11.26 2,058,800 -20
active Treasury notes and bonds. Dec. 31, 1996=100.) 11th District % Mar 0.377 0.377 0.884 -57.35 Borrowed Reserves 57,950 53,476 8.37 40,554 J J A S O N D J F M A
FHFA PMMS+ 2.72 2.72 3.46 -21.39
310.03 313.35 337.00 Monetary Base 5,839,100 5,446,900 7.20 3,883,100
Fed annualized yields adjusted for constant maturity.
May 17, 2021 BARRON’S M39

Market Laboratory
STOCK SPLITS/DIVIDENDS WEEK'S DIVIDEND PAYMENT WEEK'S EX-DIVIDEND DATES
Record Ex-Dividend Payment
Company Name-Ticker Symbol (Exchange) Amount Date Date Date This list includes payouts on common stocks. This list includes payouts on common stocks.
Neogen-NEOG (Nasdaq) ........................................................................ 2-for-1 5-26 6-07 6-04 NYSE NYSE
ProShares Ultra Indls-UXI (NYSE ARCA ) ........................................... 4-for-1 5-21 5-25 5-24
ProShares Ultra Oil & Gas-DIG (NYSE ARCA ).................................... 2-for-1 5-21 5-25 5-24 Monday NY Community Bancorp .17 Santander Consumer .22
Tuesday Rexnord .09 Timken .30
(May 17) Wednesday Friday (May 18)
Spectrum Brands Hldgs .42 Unilever ADR .516
ProShares Ultra QQQ-QLD (NYSE ARCA ) .......................................... 2-for-1 5-21 5-25 5-24 Abbott Laboratories .45 (May 19) (May 21) Thomson Reuters .405 Wheaton PreciousMetals.14
Aflac .33
ProShares Ultra SC600-SAA (NYSE ARCA )........................................ 5-for-1 5-21 5-25 5-24 AO Smith .26 Aptargroup .38 Ameriprise Financial 1.13 Walker & Dunlop .50 Whirlpool Corp 1.40
Archer Daniels Midland .37
ProShares UltraPro Dow 30-UDOW (NYSE ARCA )............................ 2-for-1 5-21 5-25 5-24 Archrock .145 Brown & Brown .093 Calif Water Svc Grp .23 Assured Guaranty .22 Thursday Friday
ProShrs Ultra Russell2000-UWM (NYSE ARCA ) ............................... 2-for-1 5-21 5-25 5-24 British Amer Tobacco .746 Companhia Siderurgica .121 CIT Group .35 Bunge Ltd .50 (May 20) (May 21)
ProShs Ultra Semicon-USD (NYSE ARCA )......................................... 4-for-1 5-21 5-25 5-24 Credit Suisse Group .054 Employers Holdings .25 First Commonwealth .115 BWX Technologies .21 3M 1.48 Atmos Energy .625
Fomento Econ Mex .577 Energy Transfer .153 Lazard .47
ProShsUlProMidCap400-UMDD (NYSE ARCA )................................. 5-for-1 5-21 5-25 5-24 Hormel Foods .245 Sunoco .826 Chevron 1.34 Argo Group Intl Hldgs .31 Deluxe Corp .30
Lithia Motors Cl A .35
Scully Royalty-SRL (NYSE).................................................................. 9% 5-14 5-13 5-31 IHS Markit .20 Webster Financial .40 Consolidated Edison .775 Brigham Minerals .32 Energizer Holdings .30
Pzena Invt Management .03
Trade Desk Cl A-TTD (Nasdaq)............................................................. 10-for-1 6-09 6-17 6-16 DHT Holdings .04 Cummins 1.35 Global Ship Lease Cl A .25
Kinder Morgan .27 Thursday Royal Bank of Canada .865
Fresh Del Monte Produce.10 Embotell Andina A ADR .222 IDEX Corp .54
NRG Energy .325 Universal Insurance .16
(May 20)
Procter & Gamble .87 Marathon Oil .04 Euronav .03 Penske Automotive .44
SPECIAL DIVIDENDS Sociedad Quimica ADR .015
Armstrong Wrld Ind .21 Unum Group .285
Marathon Petroleum .58 Evergy .535
Caterpillar 1.03 Wabtec .12 Radian Group .14
Record Ex-Dividend Payment Tuesday RE/MAX Holdings Cl A .23 Federal Signal .09 Ryder System .56
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Crown Holdings .20 Saturday Select Medical Holdings.125 FutureFuel 2.50
EOG Resources-EOG (NYSE) .............................................................. 1.00 7-16 7-15 7-30 (May 18) DR Horton .20
(May 22) GlaxoSmithKline ADR .527 Saturday
Constellation Brands A .76 Embotell Andina A ADR .222 SunCoke Energy .06
FutureFuel-FF (NYSE) ........................................................................... 2.50 5-21 5-20 6-04 NONE (May 22)
Constellation Brands B .69 KB Home .15 Target .68 Guild Holdings 1.00
NONE
Guild Holdings-GHLD (NYSE).............................................................. 1.00 5-21 5-20 5-28 Core Laboratories .01 Mueller Water Products .055 Sunday WestRock .24 Hanesbrands .15
loanDepot .612 NiSource .22 (May 23)
Wednesday
HCI Group .40 Sunday
Moelis .55 Norfolk Southern .99 NONE Hershey .804 (May 23)
DIVIDEND PAYMENT REDUCTIONS (May 19) HNI Cp .31
NONE
Adjusted % Record Ex-Div Payment NASDAQ Apollo Global Mgmt A .50 Magna Intl .43
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date CenterPoint Energy .16 Otis Worldwide .24 Monday
Vertical Cap Incm Fd-VCIF (NYSE) ...................... 6.3 M .0786 .0788 -0.3 % 5-18 5-17 5-28 Monday Wednesday Artesian Resources Cl A.261 Clipper Realty .095 Pitney Bowes .05 (May 24)
Boston Private Financial .06 Discover Finl Svcs .44 Primerica ENI ADR .581
(May 17) (May 19) .47
Capitol Federal Finl .085 Eversource Energy .603 Raytheon Technologies .51 Equifax .39
Alliant Energy .403 American River Banksh .07
DIVIDEND PAYMENT BOOSTS Carlyle Group .25
Clarus .025 Griffon .08 Schweitzer-Mauduit Intl .44 Johnson & Johnson 1.06
AmeriServ Financial .025
Adjusted % Record Ex-Div Payment Comtech TeleComm .10 Hawaiian Electric Inds .34 Scorpio Tankers .10 Prudential Financial 1.15
Casey's General Stores .34 Entegris .08
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date Dime Community Banc .24 Hecla Mining .011 Sherwin-Williams .55 Robert Half International .38
Century Bancorp Cl A .18 Heritage Financial .20
Alerus Financial-ALRS (NCM ) ............................... 2.0 Q .16 .15 6.7 % 6-18 6-17 7-09 Northern Technologies .065
First Bank .03 Moody's Corp .62 Snap-On 1.23 Switch Cl A .05
Colony Bankcorp .102
Algonquin Power-AQN (NYSE)............................... 4.0 Q .1706 .1551 10.0 6-30 6-29 7-15 Sandy Spring Bancorp .32
First Community Bncsh .25 PHX Minerals .01 TE Connectivity .50 Yum China Holdings .12
Donegal Group Cl A .16
Apollo Tactical Incm Fd-AIF (NYSE)...................... 6.2 M .0785 .078 0.6 5-17 5-14 5-28 First Interstate Banc A .41
Arbor Realty Trust-ABR (NYSE) ............................. 7.7 Q .34 .33 3.0 5-21 5-20 6-01 Donegal Group Cl B .142 Thursday Heidrick & Struggles Intl.15 NASDAQ
Banco Sant Brasil ADR-BSBR (NYSE) .................. 3.5 Q .149749 .013006 1051.4 5-11 5-10 6-09 East West Bancorp .33 (May 20)
Home Bancorp .23
Barings BDC-BBDC (NYSE)..................................... 7.6 Q .20 .19 5.3 6-09 6-08 6-16 First Foundation .09 Diamondback Energy .40
Hope Bancorp .14 Tuesday Thursday LPL Financial Holdings .25
Betterware de Mexico-BWMX (NCM ).................... 3.1 Q .4761 .4313 10.4 5-18 5-17 5-20 Hasbro .68 Franklin Electric .175 JB Hunt Transport .30 (May 18) (May 20)
Tractor Supply .52
Brigham Minerals-MNRL (NYSE) ........................... 5.2 Q .32 .26 23.1 5-21 5-20 5-28 Kentucky First Fed Bncp .10 German American Banc .21 Lake Shore Bancorp .13 Allied Motion Techs .025 Atlantic Union Banksh .28 Viatris .11
Brinks-BCO (NYSE)................................................... 1.0 Q .20 .15 33.3 5-17 5-14 6-01 Lifetime Brands .043 Independent Bank Group .32 Midland States Bancorp .28
Caesarstone-CSTE (Nasdaq)................................... 5.2 Q .21 .14 50.0 5-18 5-17 6-01 Luther Burbank .058 Marlin Business Services.14
BGC Partners Cl A .01 Barrett Business Svcs .30 Saturday
OceanFirst Financial .17
Canadian Natural Res-CNQ (NYSE)....................... 4.4 Q .3855 .321677 19.8 6-18 6-17 7-05 Meridian .125 Northeast Bank .01 Papa John's Intl .225
Equinix 2.87 CB Financial Services .24 (May 22)
Centerra Gold-CGAU (NYSE)................................... 2.3 Q .041215 .040035 2.9 5-27 5-26 6-10 Northwest Bancshares .20 OP Bancorp .07 Park-Ohio Holdings .125
Landmark Bancorp .20 Cognex .06 NONE
Cincinnati Financial-CINF (Nasdaq) ...................... 2.1 Q .63 .60 5.0 6-17 6-16 7-15 Peoples Bancorp .36 S & T Bancorp .28 LeMaitre Vascular .11 Core-Mark Holding .13
CNO Financial Group-CNO (NYSE) ....................... 1.9 Q .13 .12 8.3 6-10 6-09 6-24
PetMed Express .30
Powell Industries .26 Fidelity D & D Bancorp .30
Sunday
South Plains Financial .07 Silicon Motion Tech ADR .35 Rattler Midstream .20
ConnectOne Bancorp-CNOB (Nasdaq) ................. 1.6 Q .11 .09 22.2 5-17 5-14 6-01 Texas Instruments 1.02 Veritex Holdings .17 Texas Roadhouse .40 Healthcare Services Grp.207
(May 23)
South State .47
Crescent Point Energy-CPG (NYSE) ..................... 0.2 Q .0021 .001957 7.3 6-15 6-14 7-02
Tuesday Wintrust Financial .31 Summit State Bank .12 Wednesday Microchip Technology .413 NONE
Curtiss-Wright-CW (NYSE)..................................... 0.6 Q .18 .17 5.9 6-18 6-17 7-02
Eagle Point Credit-ECC (NYSE) .............................. 8.9 M .10 .08 25.0 7-12 7-09 7-30 (May 18)
WVS Financial .10 Washington Federal .23
(May 19)
National CineMedia .05 Monday
Zions Bancorp .34 Wayside Technology Grp .17
Ellington Financial-EFC (NYSE) ............................. 9.5 M .15 .14 7.1 5-28 5-27 6-25 HBT Financial .15 Adtran .09
U.S. Lime & Minerals .16 (May 24)
Embotell Andina A ADR-AKO.A (NYSE) ................ 4.3 Q .222094 .202796 9.5 5-21 5-20 5-20 Lakeland Bancorp .135 Friday WSFS Financial .13
Cognizant Tech Sol .24
Walgreens .468 CDW Corp. .40
Essent Group-ESNT (NYSE).................................... 1.4 Q .17 .16 6.3 6-01 5-28 6-10 Sanderson Farms .44 (May 21) Saturday Friday CRA International .26
HomeTrust Bancshares .08
Evolution Petroleum-EPM (NYSE AMER ) ............. 5.4 Q .05 .03 66.7 6-16 6-15 6-30 American Software Cl A .11 (May 22) NONE Littelfuse .48 (May 21) Live Oak Bancshares .03
Fidus Investment-FDUS (Nasdaq).......................... 7.3 Q .39 .31 25.8 6-14 6-11 6-28 APA .025
First Merchants-FRME (Nasdaq)............................. 2.4 Q .29 .26 11.5 6-04 6-03 6-18 Sunday Microsoft .56 Advanced Energy Inds .10 Nordson .39
Great Ajax-AJX (NYSE) ............................................ 6.1 Q .19 .17 11.8 5-20 5-19 5-31 (May 23) NONE Royalty Pharma .17 Chesapeake Energy .344 Spok Holdings .125
Group 1 Automotive-GPI (NYSE)........................... 0.8 Q .33 .31 6.5 6-01 5-28 6-15 NYSE American Southside Bancshares .33 First Hawaiian .26 Xperi Holding .05
HireQuest-HQI (NCM ) ............................................. 1.2 Q .06 .05 20.0 6-01 5-28 6-15
HNI Cp-HNI (NYSE) ................................................... 2.8 Q .31 .305 1.6 5-21 5-20 6-01 Monday Wednesday Friday
Houlihan Lokey Cl A-HLI (NYSE) ........................... 2.3 Q .43 .33 30.3 6-02 6-01 6-15 (May 17) (May 19) (May 21) NYSE American
Tompkins Financial .54 NONE Friedman Industries .02
Hyster-Yale Materials-HY (NYSE) ......................... 1.6 Q .3225 .3175 1.6 6-01 5-28 6-15 Tuesday Thursday Saturday
IDEX Corp-IEX (NYSE) ............................................. 1.0 Q .54 .50 8.0 5-24 5-21 5-28 Tuesday Thursday Saturday
(May 18) (May 20) (May 22) NONE
(May 18) (May 20) (May 22) NONE
Itau Unibanco Holding ADR-ITUB (NYSE)............ 2.4 M .002851 .002643 7.9 6-02 6-01 7-12 NONE Park National 1.03 Sunday
J&J Snack Foods-JJSF (Nasdaq) ........................... 1.5 Q .633 .575 10.1 6-21 6-18 7-12
NONE NONE Sunday
Jack in the Box-JACK (Nasdaq)............................... 1.5 Q .44 .40 10.0 5-26 5-25 6-11 (May 23) NONE Wednesday Friday (May 23) NONE
(May 19) (May 21) Monday
Kite Realty Group Trust-KRG (NYSE).................... 2.8 Q .18 .17 5.9 7-09 7-08 7-16 NONE NONE (May 24) NONE
ManpowerGroup-MAN (NYSE) .............................. 2.0 S 1.26 1.17 7.7 6-01 5-28 6-15 TRADING SUSPENDED
Masco Corp-MAS (NYSE) ........................................ 1.5 Q .235 .14 67.9 5-28 5-27 6-14
Materion-MTRN (NYSE) ........................................... 0.6 Q .12 .115 4.3 5-27 5-26 6-11 NYSE NEW LISTINGS
Microchip Technology-MCHP (Nasdaq) ............... 1.1 Q .413 .39 5.9 5-21 5-20 6-04
MKS Instruments-MKSI (Nasdaq) .......................... 0.5 Q .22 .20 10.0 5-31 5-27 6-11 Honeywell International (HON)
NYSE American NYSE
Newtek Business Services-NEWT (Nasdaq) ........ 9.2 Q .70 .50 40.0 6-15 6-14 6-30
Oasis Midstream Partners-OMP (Nasdaq) ........... 9.6 Q .55 .54 1.9 5-17 5-14 5-27 None Osiris Acquisition (OSIU)
OFS Capital-OFS (Nasdaq)....................................... 9.7 Q .22 .20 10.0 6-23 6-22 6-30 Similarweb (SMWB)
Osisko Gold Royalties-OR (NYSE)........................ 1.2 Q .041215 .039061 5.5 6-30 6-29 7-15 Nasdaq
Pangaea Logistics Solns-PANL (NCM )................ 3.7 Q .035 .02 75.0 6-01 5-28 6-15 NYSE American
Noble Midstream Partners (NBLX)
Penske Automotive-PAG (NYSE)........................... 1.9 Q .44 .43 2.3 5-24 5-21 6-02 None
RLI Corp-RLI (NYSE) ................................................ 0.9 Q .25 .24 4.2 5-28 5-27 6-18
Sabine Royalty Tr UBI-SBR (NYSE)....................... 6.3 M .25157 .23794 5.7 5-17 5-14 5-28 NAME CHANGES Nasdaq
Simpson Manufacturing-SSD (NYSE) .................. 0.9 Q .25 .23 8.7 7-01 6-30 7-22 Artisan Acquisition (ARTAU)
SITE Centers-SITC (NYSE) ...................................... 3.2 Q .12 .11 9.1 6-10 6-09 7-02 NYSE
Southside Bancshares-SBSI (Nasdaq)................. 3.1 Q .33 .32 3.1 5-20 5-19 6-03 Data Storage (DTST)
Coca-Cola Europacific Partners (CCEP), formerly Coca-Cola
TC Energy-TRP (NYSE)............................................ 5.7 Q .7137 .632788 12.8 6-30 6-29 7-30 Digital Brands Group (DBGI)
European Partners
Timken-TKR (NYSE) ................................................. 1.3 Q .30 .29 3.4 5-21 5-20 6-03 E-Home Household Service Holdings (EJH)
Tortoise Energy-TYG (NYSE) ................................. 5.0 Q .34 .315 7.9 5-21 5-20 5-28 NYSE American
Flora Growth (FLGC)
Tortoise Midstream Engy-NTG (NYSE) ................ 5.0 Q .36 .33 9.1 5-21 5-20 5-28 None
TransUnion-TRU (NYSE) ......................................... 0.4 Q .095 .075 26.7 5-26 5-25 6-10 Global-E Online (GLBE)
Union Pacific-UNP (NYSE) ...................................... 1.9 Q 1.07 .97 10.3 5-28 5-27 6-30 Nasdaq Honeywell International (HON)
Victory Capital Cl A-VCTR (Nasdaq)....................... 1.2 Q .12 .09 33.3 6-10 6-09 6-25 Blade Air Mobility (BLDE), formerly Experience Investment iPower (IPW)
Wendy's Co-WEN (Nasdaq) ..................................... 1.3 Q .10 .09 11.1 6-01 5-28 6-15 (EXPC)
Werner Enterprises-WERN (Nasdaq)..................... 1.0 Q .12 .10 20.0 7-06 7-02 7-20 Orion Biotech Opportunities (ORIAU)
Wheaton Precious Metals-WPM (NYSE) .............. 1.2 Q .14 .13 7.7 5-21 5-20 6-03 Gritstone bio (GRTS), formerly Gritstone Oncology Save Foods (SVFD)
Zions Bancorp Pfd. A-ZIONP (Nasdaq).................. 4.0 Q .25038 .25 0.2 6-01 5-28 6-15 HUTCHMED (HCM), formerly Hutchison China MediTech Vera Therapeutics (VERA)
 X W L C 10 11 12 H G R P 4 8 3 F 2 D 6 7 9 0 I
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