STOCKS BOUNCE BACK TO NEW HIGHS • PAGE M1

VOL. CI NO. 6 FEBRUARY 8, 2021 $5.00

THE OTHER PANDEMIC

Covid-19 is exposing costly
gaps in the treatment of
Alzheimer’s disease.
That threatens livelihoods—
and the broader economy.
Is a breakthrough drug
on the horizon?
PAGES 22, 28
>
63142
C O NT EN TS 02.08.21 VOL.CI NO.6

P. 12 P. 21, M6 P. 33

The Math Isn’t All in Funds: The Problem

Robinhood’s Favor Bright Prospects for Platinum With Active Winners
Follow-Up: Robinhood’s path to The precious metal’s role in the green economy and its relative scarcity suggest that By EVIE LIU
going public is likely to highlight platinum prices could rally sharply. Here are five ways to play it. By ANDREW BARY
the investing app’s impressive P. 34
growth—but also the risks it faces. Commodities: The Reddit-triggered surge in silver prices was a mere blip compared
By AVI SALZMAN with the upside potential for the supply-squeezed metal. By MYRA P. SAEFONG
Tech Trader: Amazon
in the Post-Bezos Era
P. 13 By ERIC J. SAVITZ

This Little Piggly Pedal to the Metals

Helped by a surge in retail trading, silver prices rallied at the start of this past week, but then P. 36
Had a Short Squeeze faded. Among the precious metals, platinum may be the best poised for future gains.
Barron’s Centennial: Nearly 100
Q&A: Talking With
Gold Futures Silver Futures Platinum Futures
years before GameStop, Piggly Savita Subramanian
20%
Wiggly investors took on Wall By LESLIE P. NORTON
Street. It worked—until it didn’t. 15
By KENNETH G. PRINGLE P. 38
10

P. 14
Economy: A Slog Until
5
Vaccinations Rise
You Can Rest Easy 0 By MATTHEW C. KLEIN
With Hilton Stock -5
Hilton Worldwide Holdings looks P. M1
better positioned than rival hotel -10
chains for a post-Covid bounce,
Trader: Reopening
thanks to its “asset light” model.
-15
Hopes Lift Stocks
By LAWRENCE C. STRAUSS -20 By BEN LEVISOHN
Sept. 2021
2020
P. 16 Source: FactSet P. M4

The Price Is Right Euro Trader: Danone

for Casey’s Shares Is Told to Shape Up
With its reliable growth and By PIERRE BRIANÇON
promising outlook, convenience- P. 25 P. 6
store chain Casey’s General Stores P. M4
is a rarity among retailers.
On the Front Lines of Up & Down Wall Street:
By TERESA RIVAS a Devastating Disease Bonds Send a Message Emerging Markets:
Alzheimer’s specialist Dr. Jason By RANDALL W. FORSYTH Why Myanmar Matters
Index P. 4
P. 18 Karlawish says new approaches By LIZ MOYER
Review & Preview P. 10
are needed as the population ages. P. 9
Change Is Coming to Mailbag P. 39
P. M5
Financial Regulation
Inside Scoop P. M7 By RESHMA KAPADIA
Streetwise: What’s
Investors could benefit from more
Charting the Market P. M9
Winners & Losers P. M10 P. 27 Working in REITs Striking Price: How to
clarity on ESG metrics and other Research Reports P. M11 Use Options Wisely
data, while the financial-services
Market View P. M12 Trouble With Money By JACK HOUGH
By STEVEN M. SEARS
industry can expect stricter rules. Is an Early Red Flag P. 19
Cover Illustration by
How financial advisors can help
By ELEANOR LAISE Jess Suttner
Income: Utility Stocks
families navigate Alzheimer’s.
With Attractive Payouts Barron’s Roundtable
P. 22 By BEVERLY GOODMAN
© 2021 Dow Jones & Company,
Inc. All Rights Reserved. on Fox Business
A Wake-Up Call on Our newspapers are 100% sourced
P. 28
By LAWRENCE C. STRAUSS
Watch our TV show Saturday at
Alzheimer’s Disease from sustainable certified mills.
P. 31 10 a.m. or 11:30 a.m. ET, or Sunday
Cover Story: The shortcomings
BARRON’S (USPS 044-700) (ISSN Biogen’s Alzheimer’s at 7 a.m., 10 a.m., or 11:30 a.m. This
Profile: Betting Big on
1077-8039) Published every

in the care and treatment of

Alzheimer’s have become even
more glaring in the Covid-19 era.
By RESHMA KAPADIA
Monday. Editorial and Publication
Headquarters: 1211 Avenue of Drug Faces a Big Test week, see an interview with White
the Americas, New York, N.Y.
10036. Periodicals postage paid at
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The FDA’s decision will determine a Robust Consumer House economic adviser Jared
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address changes to Barron’s, 200
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February 8, 2021 BARRON’S 3

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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 Adidas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
AES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3
Akzo Nobel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M11
Align Technology . . . . . . . . . . . . . . . . . . . . . . . . . M9
Alimentation Couche-Tard . . . . . . . . . . . . . . . . . 16
Alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,34
Amazon.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,34
AMC Entertainment Holdings 10,12,13,M3,M9
American Water Works . . . . . . . . . . . . . . . . . . . . 19
Anglo American Platinum . . . . . . . . . . . . . . . . . . 21
Apple . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
AstraZeneca . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Atmos Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Aviat Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Axonics Modulation Technologies . . . . . . . . . M7
B Baker Hughes . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Barrick Gold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Biogen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
BlackBerry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3
Blackstone Group . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Boeing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
BorgWarner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Boston Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Build-A-Bear Workshop . . . . . . . . . . . . . . . . . . . M7
C Canada Goose Holdings . . . . . . . . . . . . . . . . . . . M9
Carrier Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Casey's General Stores . . . . . . . . . . . . . . . . . . . . . 16
Cassava Science . . . . . . . . . . . . . . . . . . . . . . . . . . M9
Centene . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
CenterPoint Energy . . . . . . . . . . . . . . . . . . . . . . . 19
Cerner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Charles Schwab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Chevron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,M4
Cisco Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Clorox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M2
Clover Health Investments . . . . . . . . . . . . . . . . M9
CME Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,11
CMS Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Coca-Cola . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
D Danone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
DaVita . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Dominion Energy . . . . . . . . . . . . . . . . . . . . . . . 11,19
DTE Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Duke Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Duke Realty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
DuPont . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
E Eisai . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Eli Lilly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Enbridge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Equinix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
E*Trade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Etsy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Expedia Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Exxon Mobil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
F Facebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Fidelity National Information Services . . . . . 11
First Majestic Silver . . . . . . . . . . . . . . . . . . . . . . M9
Fiserv . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Ford Motor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
G GameStop . . . . . . . . . . . . . . . 7,10,12,13,36,M9,M12
General Motors . . . . . . . . . . . . . . . . . . . . . . . . . 10,11
Global Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Gold Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
February 8, 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.
GW Pharmaceuticals . . . . . . . . . . . . . . . . . . . . . . M9 Mitsui . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
K Kellogg . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Molson Coors Beverage . . . . . . . . . . . . . . . . . . . . 11
H Hasbro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 KKR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Monarch Casino & Resort . . . . . . . . . . . . . . . . . 32
Hilton Grand Vacations . . . . . . . . . . . . . . . . . . . . 14 Koss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Moody's . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Hilton Worldwide Holdings . . . . . . . . . . . . . . . . 14 Kraft Heinz . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,11 Morgan Stanley . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
H&M Hennes & Mauritz . . . . . . . . . . . . . . . . . . M4
Hormel Foods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 L Laboratory of America Holdings . . . . . . . . . . . 11 N Nestle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
Loews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Newmont . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,21
I IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 NextEra Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Illumina . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 M Marriott International . . . . . . . . . . . . . . . . . . . . . 14 Nike . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Impala Platinum Holdings . . . . . . . . . . . . . . . . . 21 Martin Marietta Materials . . . . . . . . . . . . . . . . . 11 Novavax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M1
Marubeni . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
J Johnson & Johnson . . . . . . . . . . . . . . . . . . . . 10,M1 MGM Resorts International . . . . . . . . . . . . . . . . 11 O OneSpaWorld Holdings . . . . . . . . . . . . . . . . . . . . 32
Microsoft . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
O'Reilly Automotive . . . . . . . . . . . . . . . . . . . . . . . . 11
P Park Hotels & Resorts . . . . . . . . . . . . . . . . . . . . . 14
PayPal Holdings . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Peloton Interactive . . . . . . . . . . . . . . . . . . . . . . . . . . 9
PepsiCo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11,M4
Philip Morris International . . . . . . . . . . . . . . . . . 11
Plantronics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
Pool Corp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Rupert Murdoch Executive Chairman, News Corp Prologis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Robert Thomson CEO, News Corp Almar Latour CEO, Dow Jones
S Sage Therapeutics . . . . . . . . . . . . . . . . . . . . . . . . . 28
SENIOR VICE PRESIDENT, BARRON’S GROUP Mae M. Cheng Salesforce.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
ASSOCIATE PUBLISHER, BARRON’S GROUP Dan Shar Samsonite International . . . . . . . . . . . . . . . . . . . M4
MANAGING EDITORS, BARRON’S GROUP Duncan Mavin, Dave Pettit Saudi Arabian Oil . . . . . . . . . . . . . . . . . . . . . . . . . . 10
HEAD OF INTERNATIONAL, BARRON’S GROUP Francesco Guerrera Sempra Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Seven & I Holdings . . . . . . . . . . . . . . . . . . . . . . . . 16
Sibanye-Stillwater . . . . . . . . . . . . . . . . . . . . . . . . . 21
EXECUTIVE EDITOR Bob Rose SENIOR MANAGING EDITOR Lauren R. Rublin
Simon Property Group . . . . . . . . . . . . . . . . . . . . . 11
DEPUTY EDITOR Alex Eule
Ben Levisohn
DEPUTY EDITOR Sony . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
EDITORIAL DIRECTOR, INVESTING & ASSET MANAGEMENT Beverly Goodman S&P Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
EDITORIAL DIRECTOR, MAGAZINE Phil Roosevelt Steel Partners Holdings . . . . . . . . . . . . . . . . . . M7
Sumitomo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
MANAGING EDITOR, DIGITAL Matt Bemer MANAGING EDITOR, FEATURES Jeffrey Cane
MANAGING EDITOR, ENTERPRISE Brian Hershberg T Take-Two Interactive Software . . . . . . . . . . . . 11
ASSISTANT MANAGING EDITORS Mary Romano, Robert Sabat Teradata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
Texas Instruments . . . . . . . . . . . . . . . . . . . . . . . . M7
ASSOCIATE EDITORS Andrew Bary, Randall W. Forsyth, Jack Hough, Reshma Kapadia, Eric J. Savitz Tikkurila . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M11
SENIOR WRITERS Bill Alpert, Daren Fonda, Matthew C. Klein, Leslie P. Norton, Tilray . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
Al Root, Avi Salzman, Alexandra Scaggs, Lawrence C. Strauss Toshiba . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
REPORTERS Lisa Beilfuss, Luisa Beltran, Max A. Cherney, Carleton English, Nicholas Jasinski, Evie Liu, Twitter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Josh Nathan-Kazis, Teresa Rivas, Connor Smith, Jacob Sonenshine, Ben Walsh Tyson Foods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
STORY EDITORS Henry Cutter, Ed Lin, Erin McCarthy
U Uber Technologies . . . . . . . . . . . . . . . . . . . . . . . . . 11
COPY DESK Michael J. Burlingham, Richard Rescigno, Robert Teitelman Under Armour . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Unilever . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
IDEAS EDITOR Matt Peterson
DEPUTY DIGITAL MANAGING EDITOR Zoe Szathmary V Vaxart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M9
Vera Bradley . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M4
SENIOR AUDIO MANAGER Mette Lützhøft DIGITAL PRODUCERS Robert Cushing, Clare McKeen
Vornado Realty Trust . . . . . . . . . . . . . . . . . . . . . . . 9
Chris Mihal ART DIRECTORS Robert Connolly, Nick Hallam, Sue Ng
DESIGN DIRECTOR
DIRECTOR OF PHOTOGRAPHY Sarina Finkelstein PHOTO EDITORS Sam Kelly, Nicole Silver W Walt Disney . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
W.R. Grace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M7
RESEARCH DIRECTOR Pauline Yuelys RESEARCHER Dan Lam
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6 BARRON’S
UP & D OWN WALL STREET
Bonds Send Message:
Inflation Is Coming
T
he stock market has
been the path to
wealth for genera-
tions of American
families. That’s even
though only about
half of them have
shares; in fact, the richest 1% of U.S.
households account for more than half
of the equities ownership, according to
Federal Reserve data. In most cases, the
route that has been taken is to buy
shares in companies. But for a few, the
way has been to sell out.
Take the Koss family, which controls
the eponymously named Koss Corp.
(ticker: KOSS), best known for popular-
izing stereo headphones back when
boomers were young. Since then, its
offerings largely have been left behind
by the likes of Sennheiser and Sony
(SNE) models favored by audio profes-
sionals, and the ubiquitous AirPods
from Apple (AAPL) and noise-cancel-
ling models from Bose popular with
those who value convenience over ulti-
mate sound quality.
But the Koss clan, plus other com-
pany insiders, last week were cashing
in on the jump in the price of their
microcap company’s shares, which
were caught up in the frenzy led by
the now-notorious GameStop (GME)
surge that’s moved all the way from
financial news to Saturday Night Live.
As that frenetic action sent Koss
shares as high as $127.45 from around
three bucks at the turn of the year,
various insiders took the money and
ran. As the Milwaukee Journal Senti-
nel reported, the Kosses and Koss
Corp. executives made more than $45
million selling shares—a sum exceed-
ing the company’s stock-market value
at the end of 2020.
Securities and Exchange Commis-
sion filings show they missed the very
top tick, selling mostly at $20 to $60 a
share. But that still was better than
Friday’s close of $19.98—more than
two-thirds below where the stock had
ended a week earlier.
This isn’t meant as a criticism of
these opportunistic sellers. Nothing
could be more rational than to hit a
crazy bid. The irony is that much of the
By Randall W. frenzied buying of stocks of seemingly
Forsyth limited value was done through the
Robinhood brokerage. Who would have
thought that an outfit with that moniker
might be a party to giving to the rich,
who sold wisely and well, and taking
from the poor buyers who didn’t?
The comedown in stocks that had
been driven to crazy heights was en-
tirely predictable. As I wrote here a
week ago, inflated quotes invariably
attract sellers. An old saying in the
commodities markets is that the cure
for high prices is high prices. Its wis-
dom was driven home after a short-
lived spike in silver this past week,
based on the misguided notion (which
quickly faded) that a short squeeze
could be engineered in the metal.
In any case, the stock market closed
out another winning week, with the
major averages posting their best
showing since November. The S&P
500, the Nasdaq Composite, and the
Russell 2000 index of smaller stocks
ended at records. As some “meme
stocks” hurtled back to earth, the Cboe
Volatility Index, aka the VIX, receded
from above the 30 level that reflected
the surge in risk, to the low-20 range
that had prevailed before the market
and the rest of the world took notice of
the likes of GameStop.
Yet the fundamentally more impor-
tant financial development was, as
usual, in the bond market. The yield
curve—the graph of Treasuries from
short- to long-term maturities—is the
The stock-market frenzy helped executives and
founding family members of Koss Corp. reap a
reported $45 million in profits on their shares.
It was another week of fierce—and often illogical—ups and downs on Wall Street.
most sharply upwardly sloped in years.
That’s a result of longer-term yields
climbing, with the benchmark 10-year
note ending the week at 1.17%, near the
high end of its recent trading range, and
the 30-year bond at 1.98%, nearing 2%
for the first time in about a year.
This is a classic indication that the
bond market is anticipating stronger
economic growth and higher inflation.
Those expectations got a boost Friday
after both houses of Congress voted to
begin the process of approving Presi-
dent Joe Biden’s $1.9 trillion fiscal re-
lief plan without votes from congres-
sional Republicans.
Friday’s employment report was
disappointing, however, with a
smaller-than-expected 49,000 increase
in nonfarm payrolls in January, and
December’s job loss revised to 227,000
from the 140,000 originally reported.
The unemployment rate fell to 6.3%
last month from 6.7%, but mainly be-
cause of lower labor-force participa-
tion. The uninspiring data could bol-
ster the argument for fiscal action.
The prospect of stimulus has some
economists boosting growth esti-
mates, with Nancy Lazar of Corner-
stone Macro now looking for the
economy to be expanding at a 7%
pace by the fourth quarter, up from
her previous estimate of 6%. That’s
what both the bond and stock mar-
February 8, 2021
kets seem to be pricing in, which
means that any shortfall in a recovery
would be a surprise. So far, 2021 has
been full of them.
C
entral bankers routinely
deny any connection be-
tween their monetary poli-
cies and asset prices, even
though that’s how those policies are
transmitted to the real economy. “Pay
no attention to that man behind the
curtain,” they all but insist, as the light-
ning and smoke jumps and hisses while
they manipulate the controls, believing
that they’re shrouded from view.
So it wasn’t surprising that Federal
Reserve Chairman Jerome Powell, at
his recent press conference, pointed to
other factors for the rallying stock mar-
ket, including the convulsions in names
such as GameStop and the expected
positive effects from Covid-19 vaccines
and fiscal stimulus.
But when asked about the housing
market—specifically, the jump in prices
and what pace of increase might induce
a change in the Fed’s $40 billion
monthly purchases of agency mort-
gage-backed securities—Powell de-
murred from connecting the two.
He called the double-digit annual
surge in home prices a “passing phe-
nomenon” related to the pandemic.
“There’s a one-time thing happening NYSE
February 8, 2021
Up & Down Wall Street Continued
with people who are spending all of their
time in their house. And they’re thinking
either I need a bigger or I need another
house, and a different house. Or a second
house, in some cases. So there’s a one-time
shift in demand that we think will get sat-
isfied, also that will call forth supply. And
we think that those price increases are
unlikely to be sustained for all of those
reasons.”
But Joseph Carson, former chief econo-
mist at AllianceBernstein, observes that
Powell also said “out of the other side of
his mouth, ‘The housing sector has more
than fully recovered from the downturn,
supported in part by low mortgage interest
rates.’ ” Never did the Fed chief ever ad-
dress the question of throttling back the
central bank’s purchases of mortgage secu-
rities, Carson adds in an email.
The robustness of the housing and mort-
gage markets are amply evident, however.
In December, sales of existing homes were
more than 22% above the year-earlier level,
with the median price up 12.9%, to
$309,800. New-home sales rose 19%, with
the median price rising 8%, to $335,900.
And the S&P CoreLogic Case-Shiller
20-city composite home index prices were
up 9.1% in November—the latest month for
which a reading is available—from those a
year earlier.
The mortgage market has been cooking
as a result, with a record $4.04 trillion in
home loans originated last year, according
to a report that Carson passed along from
the American Enterprise Institute, a con-
servative-leaning think tank. Refinancings
have been especially hot, the AEI says,
with cash-outs up 55% and no-cash-outs
up 185%, as homeowners took advantage
of record-low interest rates.
J.P. Morgan analysts predict that $500
billion in mortgage-backed securities will
be issued this year by U.S. agencies, such
as Ginnie Mae, Fannie Mae, and Freddie
Mac, most of which would be absorbed by
the Fed’s $480 billion annual agency MBS
purchases. The Fed’s $2.07 trillion MBS
portfolio throws off $80 billion a month
that has to be reinvested—at a rate twice
as much as its net new purchases—which
adds to the volume of securities being
absorbed.
All of which has pushed mortgage rates
to record lows—2.73% for a conventional
30-year fixed-rate loan, a hair above the
nadir of 2.65% in late December, according
to Freddie Mac. Filling “the monetary
punch bowl is fueling rampant home price
appreciation,” the AEI said. It looks for its
home-price appreciation index to acceler-
BARRON’S 7
ate to a 14% year-over-year rate in 2021,
from 11% in December and 6% a year ear-
lier. The strongest gains will be in the top
and middle-high tiers favored mainly by
trade-up buyers. But the low and medium-
low tiers, which attract mostly first-time
purchasers, are likely to see affordability
suffer, even in regions that previously had
been more affordable, it added.
As noted above, Powell has called the
home-price surge “a passing phenomenon” G U I D E T O W E A LT H
that “will call forth supply” to meet de-
mand. The AEI contends that won’t be so
easy. Restrictive land-use regulations in
states such as California are holding down
“This is when we
housing construction. New supply is forth-
coming in the South and Southwest, which
is attracting in-migration from the work-
from-home trend.
really get to excel.”
Given all this, the AEI wonders what
justification there is for the Fed to continue
purchasing agency mortgage securities—
effectively subsidizing an economic sector
that’s booming and thus putting houses
out of reach for many first-time buyers.
Indeed, Steven Ricchiuto, chief econo-
mist at Mizuho Securities USA, expects
the Fed to begin to taper its purchases,
albeit not until the second half of 2022. He
The average Barron’s-ranked advisor
looks for the central bank to reduce its has almost three decades of experience
buying incrementally, while long-term
rates rise, “to avoid excess speculation in and has thrived through adversity. Find
the housing market,” he writes in a re-
search report. “Memories of the financial an advisor who has the experience to
crisis remain very fresh in the minds of
regulators some 12-to-14 years after the navigate uncertainty.
fact,” he adds.
Meanwhile, the Fed will continue to
help stoke home-price appreciation, which
won’t be fully reflected in government in-
flation data. As Joseph Carson pointed out Visit the Guide to Wealth at
in November, if the consumer-price index
actually captured the surge in home prices, barrons.com/guide
it would be rising at about a 3% annual
clip, twice the official calculation. But shel-
ter costs are mainly influenced by rents,
which have been depressed by the flight to
the suburbs and the urge to buy a house.
The Fed continues to pursue its goal of
lifting its favored inflation measure—the
personal-consumption expenditures price NEW + IMPROVED!
index—so it averages over 2% for a period.
New interface.
As the government measures it, the index
More insights.
was up only 1.3% in December from its
New finder tool.
level a year earlier. By this criterion, Pow-
ell & Co. are falling short of hitting their
inflation target, despite soaring house
prices. But despite that contradiction, pay
no mind to what’s going on behind the
curtain. B “How Top Advisors are Navigating the Crisis,” Barron’s. 3/19/20
©2020 Dow Jones & Company. All Rights Reserved. 2E210
email: randall.forsyth@barrons.com
8 BARRON’S February 8, 2021

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February 8, 2021
ST R E E T W I S E
Back to the Office?
Warehouse REITs
Are the Place to Be.
B
ig-city office buildings
remain mostly empty,
but vaccinations are
on the way. Should
investors buy shares
of office landlords
now, while their
prices remain depressed and their
dividend yields plump?
Better to favor what is already
working in real estate investment
trusts, or REITs, says Brent Dilts, an
analyst with UBS. That means ware-
house owners. Their dividend yields
won’t impress, but they are riding an
e-commerce boom that is likely to
drive future rents higher.
One challenge for office landlords
is that managers are growing happier
with the performance of their remote
workers. In a recent independent sur-
vey of more than 1,000 hiring manag-
ers commissioned by Upwork, a jobs
service for freelancers, 68% said
things were going better than they
were earlier in the pandemic, versus
just 5% who said things were getting
worse.
Asked about plans for staffing five
years from now, managers, on average,
said 37.5% of workers would be fully
or partly remote. That’s down from
56.8% today, but up from 21.2% before
the pandemic.
Not to worry, office bulls say. Com-
panies will want more space for each
worker, reversing years of densifica-
tion, which will help to offset declines
in the number of office workers. But
the problem with that thesis, Dilts
says, is that the vaccines have proven
far more effective than initially ex-
pected, which could cut into demand
BARRON’S
for de-squishing.
All told, he predicts an 8% decline
in office-space demand versus before
the pandemic.
Any back-to-work scenario would
compare well with now. Office build-
ings across 10 major cities are just
24% filled with workers, reckons Kas-
tle Systems, a security company. In
By Jack Hough New York, the figure is 14%, and in
San Francisco, just 12%.
If occupancy rebounds to some-
thing below prepandemic levels, it
might take years to be fully reflected
in market rents. For example, Boston
Properties (ticker: BXP), the biggest
U.S. office REIT, has an average
weighted lease term of over 11 years. It
traded recently at $92, down from
over $140 a year ago, but up from the
mid-$70s before effective vaccines
were announced. The dividend yield
is 4.3%. Vornado Realty Trust
(VNO), the No. 2 office REIT, pays
even more: 5.7%.
Dilts covers Boston Properties, and
expects shareholders over the next
year to be rewarded with their divi-
dends, and not much else. He rates the
BARRONS.COM/PODCASTS
Barron’s Streetwise
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.
Peloton will spend $100 million on expedited
machine shipments, which will cut into nascent
profits. That sounds like a high-class problem.
shares at Neutral.
Among his top REIT picks for 2021
are industrial players Prologis (PLD)
and Duke Realty (DRE), both of
which trade higher than before the
pandemic. Prologis yields a meager
2.2%, and Duke 2.5%, but Dilts sees
further share-price upside of 25% and
13%, respectively.
Both companies specialize in ware-
houses and distribution facilities,
Duke in the U.S., and Prologis world-
wide. Covid-19 hurt store traffic last
year, but overall spending rose, as
online shopping more than made up
the difference.
E-commerce requires roughly three
times as much warehouse space as
store-based retail. Sellers and manu-
facturers are also eager to build inven-
tories, following supply disruptions
from the pandemic and a trade war
with China. That means warehouse
demand is likely to outstrip new sup-
ply in the years ahead, pushing rents
well higher. Already, Dilts estimates,
market rents are 14% to 18% higher
than ones embedded in contracts for
Prologis and Duke.
P
eloton Interactive (PTON),
the seller of big-screen exer-
cise bikes and virtual classes,
said Thursday evening that its
number of paying subscribers more
than doubled over the past year, to 1.7
million, counting just those who use
its machines, plus another 625,000 if
users who pay a lower price for just its
app are included.
That sounds like excellent news,
but the stock skidded 8% on Friday.
The company will spend $100 mil-
lion over the next six months on ex-
9
pedited machine shipments, which
will cut into nascent profits. That
sounds like a high-class problem. So
why the selloff ?
BMO Capital Markets analyst Sim-
eon Siegel, who is bearish on the
stock, points out that Peloton beat
revenue estimates, but only by 2%.
And he says that the magnitude of its
upside surprises has been steadily
declining, while management’s guid-
ance was barely above estimates.
“Now a beat is a beat, and PTON is
clearly posting strong results,” Siegel
wrote in a Friday note to investors.
“However, given where shares trade,
as guides and/or beats slow, we worry
[the] share price will follow.”
Siegel notes that Peloton, some-
times called the Netflix (NFLX) of
connected fitness, had recently traded
at 22% of the stock market value of the
streaming giant, but has only about
1% of its subscriber base.
There is another, perhaps less im-
mediate threat. I spoke recently with
Scott Watterson, co-founder and chief
executive of privately held ICON
Health & Fitness, which makes fitness
machines under brands like Nordic-
Track and Proform. It has a software
platform called iFit, which allows us-
ers to participate in live training or
simulate runs and rides in exotic lo-
cales worldwide.
Watterson told me that iFit is up to
five million members, a million of
whom pay subscription fees. That
suggests that paying subscribers may
have tripled in a year and a half. Wat-
terson says customers today shop as
much for fitness software platforms as
for the machines. Part of ICON’s pitch
is that with a single fee, users can con-
nect to its treadmills, bikes, rowers,
ellipticals, and strength trainers.
The connected-fitness boom and
Peloton’s lofty stock valuation would
seem to invite ICON to pursue an ini-
tial public offering soon. Watterson
had no comment on that.
If ICON does go public, Peloton
could find itself jostling not just for
fitness subscribers, but also to hold
onto its share of the affection of
growth investors. B
email: jack.hough@barrons.com
10 BARRON’S February 8, 2021

REVIEW 31,148.24
Dow Industrials: +1,165.62
514.81
Dow Global Index: +21.75
1.17%
10-year Treasury note: +0.08

Higher Ground HE SAID

Stocks rose, erasing the previous
week’s losses, fueled by the Nasdaq “Invention is the
and tech. Earnings were strong, led by
record quarters from Alphabet and root of our success.
Amazon.com. Oil giants reported
losses, including Exxon Mobil’s $20 We’ve done crazy
billion. Ford Motor and General Mo-
tors were hit by a chip shortage. And things together,
January saw a moderate pop in new
jobs, after several months of declines. and then made
For the week, the Dow industrials rose
3.9%, to 31,148.24; the S&P 500, hitting them normal.”
another high, soared 4.6%, to 3886.83;
Jeff Bezos on giving up the CEO’s job at
and the Nasdaq surged 6%, to Amazon.com to be executive chairman
13,856.30, also a record.

The Downside
LOGIC FADES FOR EXXON AND CHEVRON Hedge funds retreated from short
plays on GameStop and other high

Big Oil: Deal THE NUMBERS

short-interest stocks, and prices and
volatility thudded to earth. Investors
faced decisions on when, or if, to sell.

Or No Deal?
Exxon Mobil and Chevron, the two largest U.S. oil
companies, discussed a megamerger last year that
would leave the U.S. with one oil giant for the first time
in decades, reports The Wall Street Journal. A deal
would create a $300 billion or so company that could
produce seven million barrels of oil and equivalents a
day, making it the largest operator outside of Saudi
Aramco. The Journal says talks are off, but could be
restarted. Both companies declined to comment.
That the pair even considered merging is a sign of how
much the industry has changed. Talks reportedly began
as oil prices collapsed last year. Prices have since re-
bounded. Analysts worried that Exxon’s cash flow would
not cover its dividend, which happened in 2019 and 2020.
But higher prices and cost cuts may allow it to self-fi-
nance the dividend.
39.1%
Percentage of the alcohol bev-
erage market by spirits, up from
28% in 2000, and just behind
beer, at 44%.
$39 B
Amount raised in 116 initial pub-
lic offerings in January, the high-
est since Dealogic began count-
ing in 1995.
610
S&P Global count of corporate
bankruptcies announced in
GameStop lost 80% and AMC Enter-
tainment, 49%. Robinhood raised
another $2.4 billion from investors—
$3.4 billion in a week. Day traders on
Reddit, meanwhile, drove silver up to
its highest point in eight years, then
saw it slip as the CME Group applied
higher margin requirements.
Going Big
President Biden met with GOP sena-
tors who offered a relief plan one-third
apparently over disagreements on strat-
egy and fees. Briefs from his new team
the $1.9 trillion he had proposed; he argued it’s unconstitutional to impeach a
suggested compromise was possible. former president and it was his First
Senate Democrats then cast the bill as a Amendment right to express his election
budget matter, thus allowing a straight suspicions. The trial starts on Tuesday.
majority to pass it. The administration
says it will increase weekly Covid-19
vaccine allocations to more than 11
million, and use 40,000 drugstores to
Annals of Deal-Making
The Wall Street Journal reported that
Exxon Mobil and Chevron discussed a
distribute them. Johnson & Johnson $300 billion merger last year. Talks were

Illustrations by Elias Stein; Andrew Harrer/Bloomberg

In 1999, the merger of Exxon and Mobil led to a period
of growth. “There were big new [drilling] opportunities in
Venezuela, Qatar, Kazakhstan, and Angola that required
capital,” wrote Citi analyst Alastair Syme. “Mergers pro-
vided the industry with the balance sheets to compete.”
Today, big producers are cutting back and focused on
reducing breakeven levels. And, as CFRA’s Stewart Glick-
man wrote, a merger would be unlikely to drive pricing
power, with the new entity wielding only 7% of global oil
production, 15% of U.S. refining capacity. That said,
stranger things have happened. Exxon took a huge loss in
the last quarter, its fourth in a row. It’s facing a challenge
from activist investors, and analysts are seeking ways to
improve results. Talks could restart. — Avi Salzman
2020 through Dec. 13, most
since 2012.
$2.6 B
2020 online-broker revenue
from payment-for-order-flow.
To get Numbers by Barron’s
daily, sign up wherever
you listen to podcasts or at
Barrons.com/podcasts
applied for emergency-use authoriza-
tion for its one-dose vaccine.
A New Antitrust Front
Sen. Amy Klobuchar, head of the anti-
trust subcommittee, introduced a
comprehensive rethinking of antitrust
law, raising the pressure on Big Tech,
particularly Alphabet and Facebook,
already facing federal lawsuits.
The Defense
Former President Trump lost one le-
gal team for his impeachment trial,
preliminary and could resume…The spe-
cial purpose acquisition company frenzy
continued. Former Boeing CEO Dennis
Muilenburg plans to raise $200 million
for a SPAC. Rocket maker Astra Space,
backed by Salesforce’s Marc Benioff and
former Google CEO Eric Schmidt;
Wheels Up, an online jet booker; Fertitta
Holdings, parent of Golden Nugget casi-
nos and Landry’s restaurants; and DNA-
testing start-up 23andMe are merging
with SPACs to go public...Kraft Heinz
may sell Planters Peanuts to Hormel
Foods.
February 8, 2021 BARRON’S 11

P R EV IEW Wednesday The Bureau of Labor Statistics releases the Sign up for the Review &
consumer price index for January. Economists
forecast a 1.5% year-over-year rise for both Preview daily newsletter at
the CPI and core CPI, which excludes volatile food and energy prices. Barrons.com/reviewpreview

Monday 2/8 Thursday 2/11

Global Payments, Hasbro, KKR,
Loews, Simon Property Group, and
Take-Two Interactive Software
report quarterly results.
Tuesday 2/9
Carrier Global, Centene, Cisco Sys-
tems, DuPont, Fidelity National
Information Services, Fiserv, Mar-
tin Marietta Materials, S&P Global,
and Twitter release earnings.
The National Federation of Inde-
pendent Business releases its Small
UNDER ARMOUR ENDING ITS NFL DEAL Business Optimism Index for January.
Consensus estimate is for a 97 read-
AstraZeneca, BorgWarner,
DaVita, Duke Energy, Expedia
Group, Illumina, Kellogg, Kraft
Heinz, Laboratory Corp. of Amer-
ica Holdings, Molson Coors Bev-
erage, PepsiCo, Pool Corp., Tyson
Foods, and Walt Disney report
quarterly results.
PayPal Holdings hosts its 2021
investor day.
The Department of Labor reports
initial jobless claims for the week
ending on Feb. 6. Jobless claims have
averaged 835,000 a week in January,
equal to December, and an increase of
nearly 100,000 a week from Novem-

A Sports Brand Getting Separation

Nike has significantly outpaced Under
Armour throughout the pandemic.
ing, higher than December’s 95.9 fig-
ure. The December reading was the
lowest since last May. “Small busi-
nesses are concerned about potential
ber. Much of the increase stems from
business closures resulting from the
still-elevated level of Covid-19 cases.

Calls Timeout Under Armour and Nike Shares, Past Year

Nike
75%

50
new economic policy in the new ad-
ministration and the increased spread
of Covid-19” according to NFIB chief
economist Bill Dunkelberg.
Friday 2/12
Dominion Energy, Enbridge, and
Under Armour
On Sunday, as Americans tune into Super Bowl LV—Brady Moody’s hold conference calls to
25
versus Mahomes—sportswear brand Under Armour will be The Bureau of Labor Statistics discuss quarterly results.
leaving the field. The Financial Times reported recently that 0 releases its Job Openings and Labor
the company would end its on-field licensing deal with the Turnover Survey for December. The University of Michigan releases
National Football League, while contracts between indi- -25 Expectations are for 6.6 million job its Consumer Sentiment index for
viduals and Under Armour would be reevaluated before next openings on the last business day of February. Consensus estimate is for
-50
season. Under Armour’s senior vice president of global December, compared with 6.5 million a 79.5 reading, roughly even with the
sports marketing, Sean Eggert, confirmed that the contract -75 in November. January data.
wouldn’t be renewed. “We are in active conversations with March 2021
the NFL to determine alternative opportunities that best 2020
serve athletes moving forward and to ensure the best [return
Source: FacSet
Wednesday 2/10 Coming Earnings
on investment] for Under Armour,” he said in a statement.
Age of Athleisure
Consensus Estimate Year ago
M
The move is part of Under Armour’s restructuring, which Cerner, CME Group, Coca-Cola,
began before the pandemic, and has meant exiting contracts The global market for sportswear Equinix, General Motors, MGM
Affiliated Managers (Q4) $3.71 $4.52
Hasbro (Q4) 1.14 1.24
with major college programs and Major League Baseball. has been growing steadily right Resorts International, O’Reilly Take-Two Interactive (Q3) 0.94 1.63
On Wall Street, that’s good news. Only a quarter of ana- through the pandemic. Automotive, and Uber Technolo- T
lysts are bullish on the shares, according to FactSet, yet Sportswear Market Worldwide, gies announce quarterly results. Akamai Technologies (Q4) 1.31 1.23

recent results have increased confidence that the company 2018 to 2022 Cisco Systems (Q2) 0.76 0.77
DuPont de Nemours (Q4) 0.84 0.95
is rebounding from pricey deals, accounting questions, and $300 billion Federal Reserve Chairman Jerome Fox (Q2) -0.06 0.10
lackluster performance. Under Armour scored two up- Powell speaks via teleconference at More Earnings on Page M36.
grades in January, and its stock is up 18.4% to $17.74 for the Economic Club of New York.
the week and still down 1.3% for the year. 200 Consensus Estimate
Day Consensus Est Last Period
Jefferies’ Randal Konik reiterated a Buy rating this past Philip Morris International holds
T JOLTS Job Openings 6,600,000 6,527,000
week, while raising his price target by $2, to $25. He writes its 2021 virtual investor day. W January CPI 0.30% 0.40%
that while Nike continues to dominate in times when com- 100
December Wholesale Inventories 0.15% 0.10%
fort and athleisure reign, its shares have gotten rich. In Newmont, the world’s largest gold F February Michigan Sentiment - p 80.8 79.0
contrast, Under Armour benefits from the same factors, producer, hosts a conference call to Unless otherwise indicated, times are Eastern. a-Advanced;
0 f-Final; p-Preliminary; r-Revised Source: FactSet
and is “well-positioned for global long-term growth,” as discuss the exploration of new mines.
2018 ’19 ’20 ’21* ’22* For more information about coming economic reports
management works to improve inventory and distribution The firm will also update investors on - and what they mean - go to Barron’s free Economic
“and turn to the offensive.” — Teresa Rivas *Estimate Source: Statista its reserves. Calendar at www.barrons.com
12
In the Wake of GameStop,
A New Test for Robinhood
As the trading platform considers
an IPO, the risks are mounting
By AVI SALZMAN
T
he Super Bowl ad that
Robinhood is airing this
weekend doesn’t talk
much about stocks, and
maybe that’s for the better.
A surge in stock trading
by retail investors has put
the investing app in the spotlight,
and it’s likely to stay there for several
months. In the weeks ahead, the
company’s CEO, Vlad Tenev, is set
to testify before Congress, and after
that—perhaps as soon as the second
quarter—Robinhood is expected to
go public. The initial-public-offering
process will probably highlight Robin-
hood’s huge growth, but also the sig-
nificant risks it faces in trying to over-
turn decades of Wall Street norms.
Robinhood, founded in 2013, has
risen from plucky start-up to central
player in the broker wars, and it’s
now an important part of the plumb-
ing of the U.S. financial system. Its
basic innovation—commission-free
trading—has realigned the industry
and helped attract millions of new
Americans to stock investing.
Robinhood’s platform became the
central battlefield where retail traders
took on Wall Street during the Game-
Stop (ticker: GME) frenzy late last
month. But the company faltered at a
key moment, banning the buying of
GameStop, AMC Entertainment
(AMC), and several other stocks just
as retail investors were rushing in.
Other brokers imposed restrictions,
as well, but most continued to allow
stock trading. Robinhood said it was
suddenly forced to place more capital—
as much as 10 times normal levels—
with its clearinghouse as a safeguard
and couldn’t allow the high volume of
trading on its platform to continue. The
firm eventually eased those restric-
tions, and fully lifted them on Friday.
But not before GameStop lost 85% of
its value, a move that some investors
blamed on Robinhood’s restrictions.
BARRON’S
Robinhood declined to comment
or make Tenev available to discuss the
IPO, its financial statistics, or the criti-
cisms of the company. In blog posts,
the company has dispelled rumors of
anything nefarious about the trading
limits, showing that volume was
“magnitudes higher than the norm.”
Robinhood hasn’t released recent
figures on the size of its customer base,
but last May, the company said it had
more than 13 million account holders.
Now, it probably has somewhere north
of 15 million. Data from web analytics
company SimilarWeb show that Robin-
hood’s app was downloaded more than
a million times in just two days at the
height of the GameStop frenzy, many
times more than competitors. It’s nar-
rowing the gap with industry leader
Charles Schwab (SCHW), which had
about 30 million active accounts at the
end of the fourth quarter.
The math isn’t all in Robinhood’s
favor, though. While Robinhood is the
growth leader, its clients have tended to
have much smaller balances than those
at rival brokers, with some estimating
that its average account size is below
$5,000. Clients of some larger competi-
tors tend to have more than $100,000.
Robinhood doesn’t release revenue
or profit numbers, but securities fil-
ings offer some hints. The company
is heavily dependent on what’s known
as payment for order flow, meaning
that Robinhood gets a share of the
money that market makers pocket
from the spread between the bid and
ask prices on assets they trade. In
Hot Trade 2020, Robinhood made $687 million
Robinhood’s from payment for order flow on stocks
popularity soared and options trades. (It also makes
as retail investors money on crypto trading, though its
traded GameStop. filings don’t disclose those numbers.)
CFRA analyst Pauline Bell estimates
Estimated app that about 80% of Robinhood’s reve-
downloads nue comes from payment for order
flow, which would mean the company
700 thousand
t had close to $1 billion in revenue in
2020. Analysts say they suspect the
600 company is unprofitable.
Robinhood’s last traditional round
500
of private fund raising valued the
400
company at $11.7 billion. Analysts
think the company could go public
for considerably more than the $13
300
billion that Morgan Stanley (MS)
200 paid to buy E*Trade last year.
To achieve that valuation, Robin-
100 hood will probably have to convince
investors that its revenue stream is
0
secure and consistent. Payment for
Jan. 3 Jan. 30
order flow, however, has come under
Source: SimilarWeb scrutiny. In December, Robinhood was
February 8, 2021
forced by the Securities and Exchange
Commission to pay $65 million to set-
tle claims that it misled customers on
how it made money, even as it wasn’t
getting the best execution for them.
The company didn’t acknowledge
fault. It has said it has changed prac-
tices. Other brokers also make money
on payment for order flow—with the
exception of Fidelity—but it’s gener-
ally a much smaller percentage of
their revenue
ClearBridge Investments analyst
Miguel del Gallego, who covers finan-
cial companies, thinks payment for
order flow could see regulatory
changes, though he expects the
general practice to continue.
Options trading, which can involve
much larger risks than traditional stock
trading, is also likely to get more scru-
tiny. Robinhood made nearly two-
thirds of its payment-for-order-flow
revenue from options in the fourth
quarter, meaning that it could face out-
size risk from any regulatory changes.
Robinhood’s business model has
often raised questions about its align-
ment with customers. “The argument
can be made that its real end clients are
these high frequency traders who are
actually taking this information and
trading against what’s referred to as
uninformed investors,” Gallego said.
The company is now facing a back-
lash on social media. Some retail trad-
ers have lumped the company in with
the Wall Street bigwigs they despise.
In an interview on Reddit, billionaire
Mark Cuban wrote that Robinhood
“let you down in a big way” and he
suggested that traders find a “broker
with TRILLIONS OF DOLLARS in
assets on their balance sheet.”
A survey of some 10,000 investors
on social network StockTwits showed
that 40% of them were planning to
change brokers—and most of those
planning to switch were Robinhood
customers. Competitors aren’t lying
down. Schwab is having success at
attracting younger customers, with
about half of its new customers under
the age of 41. A majority of new cus-
tomers are signing up for trading tools
that help them create self-directed
accounts, the firm says, up from 20%
Tiffany Hagler-Geard/Bloomberg
in 2016—a sign that Schwab is attract-
ing a newly emboldened generation of
traders who aren’t content to “set it
and forget it” with their accounts.
Robinhood faces another potential
risk once it goes public: As one person
wrote on Reddit last week: I “cant wait
to short Robinhood on Robinhood.” B
 February 8, 2021
Piggly Wiggly’s GameStop
Moment—in 1923
By KENNETH G. PRINGLE
L
ong before GameStop,
there was Piggly Wiggly.
In 1923, the supermarket
company, which still does
business in the South and
Midwest, was at the center
of a short squeeze and mar-
ket morality play that echoes the re-
cent frenzy around GameStop (ticker:
GME).
As with GameStop and other meme
stocks like AMC Entertainment
(AMC), Piggly Wiggly was sold short
by several large Wall Street invest-
ment firms. This aroused an unex-
pected popular backlash, stirred by a
resentment of “city slickers” getting
rich off the “yaps,” or little guys. So,
there was a sense of triumph when
investors fought back and put the
squeeze on the shorts.
“New York speculators,” crowed
one newspaper, “made to pay through
the nose.”
The Piggly Wiggly shorts got
crushed, much as Melvin Capital lost
53% in January chiefly on its GameStop
g
downside bets, but that wasn’t the
whole story. While there were big
y
winners, there were also big losers—
none bigger than Piggly Wiggly founder
/
and president, Clarence Saunders.
“After working a sensational
squeeze on Piggly Wiggly,” Barron’s
reported at the time, “the Memphis
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grocer found that his ‘victory’ had cost
him about $3 million and control of his
company.” It also tarnished his legacy.
Born in 1881, Saunders worked his
way out of poverty to become a retail
pioneer, turning Piggly Wiggly (the
origins of the name remain obscure)
into the nation’s first “Self-Serving
Store” in 1916.
That is, instead of customers giving
their shopping lists to clerks to fill—
the practice of the day—they walked
the aisles and chose their own goods.
This simple concept caught on; by
1921, there were more than 600 Piggly
Wiggly stores across the U.S. Saun-
ders’ self-serve model remains the
norm for supermarkets, from Kroger
to Walmart.
To fuel more growth, Saunders in
November 1922 announced plans to
sell 100,000 new shares. That, com-
bined with unrelated news of a Piggly
Wiggly franchisee filing for bank-
ruptcy, “caused heavy selling,” wrote
Barron’s, knocking shares down to
$30 from $45. Then, Merrill Lynch
and other Wall Street firms launched
a “bear raid,” shorting Piggly Wiggly
stock in a bet that it would fall further.
Saunders cast the issue as good
versus evil, asking investors, “Shall
good business flee? Shall it tremble
with fear? Shall it be the loot of
the speculator?” as quoted in Mike
Freeman’s Clarence Saunders and the
Founding of Piggly Wiggly: The Rise &
C U L L E N I N T E R N AT I O N A L H I G H D I V I D E N D
For further information, please contact 212.644.1800, info@cullenfunds.com or visit www.cullenfunds.com
BARRON’S 13
Clarence Saunders’
Piggly Wiggly pio-
neered self-serve,
in which customers
walked the aisles
and chose their own
goods. The practice
is the norm for mod-
ern supermarkets.
Fall of a Memphis Maverick. suffered “the customary fate of the
To counter the shorts, Saunders Main Streeter who attempts to beat
borrowed $10 million on margin from Wall Street.” Three years earlier,
a number of investors and hatched a a short squeeze engineered by the
plan to buy up all outstanding Piggly owner of Stutz Motor ended in bank-
Wiggly shares, driving the price up. ruptcy for Stutz and his company.
The stock reached $124 on March 20, Yet there were also winners in the
1923—when it was suspended by the Piggly squeeze, Freeman writes, in-
New York Stock Exchange. cluding a retired grocer from Provi-
There was a “wild scramble by the dence, R.I., who bought a thousand
Piggly Wiggly shorts to cover,” Barron’s wrote, yet shares at $38 before the squeeze, ex-
there was less of that than many had pecting to use them for dividend in-
suffered “the expected. The stock showed a “declin- come. Instead, he sold them for $96 to
customary ing tendency” after the shorts had $124 apiece, making a profit of almost
covered, and “the over-the-counter $80,000 (around $1.2 million today).
fate of the market for the stock gradually disap- Saunders went back to Tennessee,
Main Streeter peared.” In the end, Saunders and his where “Memphis folk still have confi-
associates were left with “practically dence” in him, as Barron’s reported.
who attempts the entire issue of 200,000 shares on But his subsequent ventures met with
to beat Wall their hands—a large part of which had middling success. He died in 1953, his
been accumulated at high prices” with hopes of becoming the Henry Ford of
Street.” no market to unload them. supermarkets undone by an ill-fated
Barron’s To Barron’s, Saunders had simply decision to take on Wall Street. B
14
Hilton’s ‘Asset Light’ Focus
Primes Shares for Upside
By LAWRENCE C. STRAUSS
T
o an infrequent traveler,
hotel chains can look pretty
much the same, with their
various rewards, loyalty
programs, and more re-
cently, virtual check-ins.
There is a credible in-
vestment case, however, that Hilton
Worldwide Holdings (ticker: HLT)
stands out among the chains for its
ability to weather the pandemic and
emerge in good shape—and that its
shares should have more upside.
With a relatively small number of
owned hotels in its portfolio, Hilton
runs a so-called asset-light portfolio
and relies heavily on recurring, long-
term franchise fee agreements. The
company is a little less tethered to lux-
ury brands, overseas locations, and big
cities than its rivals—and favorably
positioned to ride out a storm. And its
hotel development pipeline, though
slowed by Covid-19, should fare well
versus its peers.
“It’s an extraordinarily well-man-
aged global franchise company with
top-notch brands at the very, very early
stages of what should be a multiyear
recovery in the hotel industry,” says
Bill Crow, managing director of real
estate research at Raymond James.
Crow has rated Hilton a Buy for a
while now, but in January he raised his
price target to $125 from $105. Although
Hilton’s stock has rallied recently to
about $110, it is still roughly 5% below
its 52-week high set in November, and
down a bit over the past 12 months.
Still, the stock looks pricey com-
pared with its historical valuation,
and it has a lot of Hold ratings. Lodg-
ing fundamentals still remain weak,
and business travel in particular.
While the company has taken a big
hit from the pandemic—it’s expected
to post a loss for 2020 of $1.92 a share
based on generally accepted accounting
BARRON’S
principles, according to FactSet—the
vast majority of its global hotel proper-
ties were open at year end.
Before the pandemic, Hilton was
a fee-generating machine. But it’s the
composition of those fees that sets it
apart and bolsters the bull case for the
stock.
In 2019, for example, Hilton gener-
ated some $2.2 billion in fees, with
about three-quarters coming from
franchising agreements. Franchisees
pay a royalty fee that is generally based
on a percentage of the hotel’s gross
room revenues and, in some cases,
gross food and beverage revenues.
Some 15% of that $2.2 billion are
what’s known as base management
fees, typically a percentage of the
hotel’s monthly gross revenue. The
remaining 10% are incentive manage-
ment fees, which are usually calculated
as a percentage of the hotel’s operating
profits and can be more volatile,
depending on the environment.
In contrast, Marriott Interna-
tional’s (MAR) 2019 fees totaled
about $3.8 billion, roughly half from
franchising. “The Street tends to put
a greater multiple on franchise-fee
income than it does on the manage-
ment business,” says Crow. “Managing
a hotel is a very difficult process.”
Hilton’s road to becoming an asset-
light company—it owns only about 60
hotels worldwide—didn’t occur over-
night. Blackstone Group (BX) took
Hilton private in 2007, made changes,
and spun it off in 2013. Although there
continues to be demand for Hilton to
By the manage properties, especially overseas,
it has steadily expanded its franchise
Numbers business.
Key figures for
In 2017, Hilton spun off Park Hotels
Hilton Worldwide
& Resorts (PK) as a real estate invest-
ment trust, and its timeshare business,
60
Rough number of
which now operates as Hilton Grand
Vacations (HGV).
Jefferies analyst David Katz gives
company-owned plaudits to Hilton Worldwide’s “man-
hotels agement team just in terms of overall
execution and of creating value,” avoid-
75%
Rough share
ing unnecessary acquisitions, and
“growing its footprint.”
As of Sept. 30, Hilton’s footprint
of Hilton fees consisted of 18 brands stretching
that come from across more than 6,300 properties
franchise deals with nearly one million rooms in 118
countries and territories. Marriott In-
$1.92
Estimated
ternational recently said it had a port-
folio of more than 7,500 properties
under 30 brands in 132 countries and
per share loss for territories.
2020, according Despite a smaller footprint than
to FactSet Marriott’s, Hilton enjoys several mar-
February 8, 2021
ginal advantages, at least for now. One
is that Hilton is less exposed to luxury
properties than some of its peers.
As of Feb. 3, first-quarter revenue
per available room, or revpar, for the
U.S. luxury hotel segment was down
69.3% compared with a year earlier,
versus a 35.5% decline for upper-mid-
scale properties, according to hotel-
industry tracker STR and Raymond
James.
Although Hilton operates several
luxury brands, including Waldorf As-
toria Hotels & Resorts, it has greater
exposure to upper-midscale brands,
including Hampton by Hilton and
Home2 Suites by Hilton, as well as
other market tiers.
Michael Bellisario, an analyst at
Baird who has Hilton at Outperform,
says the company is “a lot more ex-
posed to Hilton Garden Inns [and]
Hampton Inns” in smaller markets.
Another advantage, at least during a
time of international travel restrictions
stemming from the pandemic, is that
Hilton is more domestically focused
and less dependent on big cities. For
the 12 months ended on Sept. 30, 84%
of Hilton’s adjusted earnings before
interest, taxes, depreciation, and amor-
tization, or Ebitda, came from the U.S.
Hilton earned six cents a share on
an adjusted basis in the third quarter,
down from a profit of $1.05 a year
earlier, as revenues fell about 60%, to
$933 million. However, the company
doesn’t have any big debt maturities
until 2024 and no plans to add more
debt, Chief Financial Officer Kevin
Jacobs tells Barron’s.
As of Dec. 31, Hilton held nearly
Checking In
Hilton Worldwide shares have retraced
most of their early pandemic losses, and
some analysts think there is room to run.
$120
100
80
60
Illustration by Adam Simpson
40
20
2017 2020
Source: FactSet
February 8, 2021 BARRON’S 15

$3.3 billion in cash, providing what the

company says is sufficient liquidity to
get through the crisis. As of Sept. 30,
its long-term debt totaled $10.4 billion.
One concern: As of Sept. 30, the
company’s net debt to Ebitda ratio was
H O W D O YO U M A N A G E
a lofty 5.8 times. The company aims to
get that ratio back to the prepandemic
R I S K W H E N TH E WO R LD I S
range of three to 3.5, a realistic goal once
travel picks up.
U P S I D E DOWN ?

H
ilton also was burning cash
last year, including about $100
million in the third quarter.
But “we’re not that far away
from break-even,” says Jacobs. “We
need occupancy to get up a little higher
systemwide to generate a little bit
more revenue.”
Another plus for Hilton is its devel-
opment pipeline, a key growth driver
for hotel companies. Net unit growth,
which measures the number of rooms
added, minus any removals, grew by
about 6.5% in 2019. But even as
Covid-19 halted construction on some
projects in the pipeline—many of them
in growing overseas markets such as
China—Hilton managed 5.1% last year.
The company has said that it can
boost its net units by 4% to 5% for the
next several years. Bellisario wrote
recently that he expects Hilton’s 2020
net-unit growth and its forecast to lead
the sector, supporting “our positive
view of the shares.”
Perhaps the toughest part of the
bull case for Hilton is valuation, which
has to be viewed through the prism of
a once-in-a-century pandemic and
lower-than-normal earnings estimates
over the next few years. Hilton recently
traded at nearly 17 times enterprise
value to estimated 2022 Ebitda,
according to Bloomberg.
That’s expensive, but “we’ve never
come through stuff like this,” says
Crow. His price target of $125 assumes
an enterprise value to Ebitda multiple
that is stretched but uses “trough earn-
ings,” as he puts it.
Then there’s business travel, which
in more normal times accounts for We can't control what's next, but we can help navigate it. CME Group provides 24-hour
about 70% of Hilton’s business. If access to trading opportunities in every investable asset class, allowing market participants
that doesn’t start to claw back this worldwide to manage risk and capture opportunities. For every economic twist and turn,
when the new normal is anything but… CME Group.
year, the stock is likely to sell off
sharply.
Still, Covid vaccines are being
rolled out, and there are signs of V I S I T C M E G R O U P. C O M /A C T I O N
pent-up demand for business travel.
Katz of Jefferies remains optimistic.
Hilton, he says, is a “high-quality Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This
name” that “you can just own forever communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Copyright © 2020 CME Group Inc. All rights reserved.

and you will continue to wind up in

better and better places.” B
16 BARRON’S February 8, 2021

Time to Stock
toward prepandemic levels after the
U.S. achieves mass vaccination.
Even during the crisis, the company
has been rapidly expanding its loyalty

Up on Casey’s
program, adding about half a million
new members in its most recent quar-
ter alone—a good sign for growth, and
another reason that analysts expect
sales to climb above prepandemic lev-

General Stores
els of just shy of $10 billion by the full
fiscal-year 2022, which ends in April
of next year.
“There are opportunities, as people
drive more and have discovered the
[company’s] prepared food, for Casey’s
to continue to grow that,” says Julie
The fourth-largest U.S. convenience-store chain offers Biel, portfolio manager at Kayne
reliable growth, making it a rarity among retailers Anderson Rudnick. “For an investor
[focused on] near-term earnings
growth, it could be interesting.”
Covid-19 hasn’t stopped Casey’s
By TERESA RIVAS Growth Is from expanding. The C-store industry

P
izza purists may scoff at a
gas-station pie, but Ameri-
cans eat 75 million slices
from Casey’s General
Stores each year, making it
the fifth-largest pizza chain
in the U.S. And the conve-
nience-store company has plenty more
to recommend it to investors beyond
its ability to make a mean Margherita.
Investors have long been aware of
the company’s appeal. Casey’s (ticker:
CASY), which owns and operates
more than 2,200 stores across 16
states, had outperformed the S&P 500
index for years, thanks to its double-
digit earnings and revenue growth and
expanding footprint. Then, Covid-19
hit, and the growth understandably
slowed, as did the stock gains. Casey’s
underperformed the S&P 500 by one
percentage point over the past year.
The pandemic, however, will end.
And Casey’s growth is likely to reaccel-
erate as customers return from lock-
In Store
Recovering from
a Covid setback,
Casey’s sales
are expected people are still going to pop down to
to bounce the C store.”
Casey’s General Stores, with a mar-
18.4% ket value of nearly $7 billion, might
not be a household name outside the
in the company’s Midwest, but perhaps it should be. It’s
fiscal fourth the fourth-largest convenience-store
quarter, which chain in the U.S., behind privately held
ends in April. 7-Eleven, Circle K owner Alimenta-
tion Couche-Tard (ATD.B.Canada),
and Speedway, soon to be absorbed by
7-Eleven owner Seven & i Holdings
(3382.Japan).
In many small towns, Casey’s is
the only resource for groceries or hot
meals, and that has proved particu-
larly profitable: Margins on inside-
store sales, which exclude fuel, were
41% in Casey’s most recent quarter,
up from 39.6% in the prior period.
A well-oiled self-distribution net-
work for both fuel and merchandise
means that even though Casey’s has
lower traffic levels than rivals in more-
urban markets, it delivers similar
gross profits and return on capital.
Casey’s network also means that com-
petitors can’t muscle in on its turf
without facing significantly higher
supply-chain costs.
The coronavirus hasn’t been kind
to Casey’s, however. In its fiscal fourth
quarter of 2020, which ended in April,
Casey’s revenue fell nearly 17%, to
$1.81 billion, as the first wave of
Covid-19 pummeled the U.S. Sales rose
to more than $2 billion in the subse-
quent two quarters, but still fell by
double digits from the year-ago period.
is fragmented, with leading players
commanding only mid-single digit per-
centages of the total market. Casey’s
has been purchasing smaller competi-
tors—the company previously indi-
cated that it thinks it can double its
store count—as it builds economies of
scale for long-term growth. In Novem-
ber, Casey’s announced that it would
acquire Bucky’s Convenience Stores as
part of a $580 million deal, the biggest
in its history and one that analysts
applauded from a strategic and finan-
cial perspective.
That growth profile makes the
stock’s valuation all the more attrac-
tive. Although it changes hands at 24
times forward earnings, slightly above
its five-year average of 23 times, it’s
worth noting that the Bucky’s transac-
tion, which is pending, hasn’t been
incorporated into many analyst models
yet. That will expand the earnings
portion of the price/earnings ratio.
“Casey’s wants to be in the top quin-
tile of all consumer-growth stories,”

down and the company scoops up
smaller rivals. That makes the Ankeny,
Iowa, company a rarity in retail—a
reliable, compounding growth story in
a sector that has been buffeted by dis-
ruption. A recent pullback offers an
opportunity to get in ahead of what
could be another strong cycle.
“In retail in the U.S., it’s tough
to find sustainable visible growth
because of disruption and economic
impacts, but Casey’s is relatively im-
mune,” says Markus Hansen, portfolio
manager at Vontobel Asset Manage-
ment’s Quality Growth Boutique.
“Until Amazon can deliver you a can of
Coke or a bag of candy in 15 minutes,
C
Back on Track asey’s already has started to re-
After taking a Covid-19 hit, Casey’s stock has returned cover. Despite the hit to sales,
to its winning ways. the company is expected to
grow earnings per share by
$225
12.6% from a year ago to $7.99 this
200 fiscal year, and sales are projected to
return to year-over-year growth, with
175 an 18.4% rise to $2.15 billion in the
fiscal fourth quarter of 2021, which
150
ends in April.
125 Casey’s should benefit from a gen-
eral economic reopening, as more peo-
100 ple get back on the road, eat out, and
buy meals on the go. About a third of
75
the company’s food sales stem from
2019 2020 2021
commuters dropping in for lunch, a
Source: FactSet pattern that should slowly improve
says Stephens analyst Ben Bienvenu.
“If they can deliver on that, there’s a
lot of room for valuation expansion.”
Bienvenu has a $210 price target on
Casey stock, 8% above a recent $194.
In addition, Casey’s trades at just
over 11 times enterprise value to earn-
ings before interest, taxes, deprecia-
tion, and amortization, or Ebitda. As
Hansen notes, chains have fetched at
least 12 times that figure in recent
mergers and acquisitions. “If there
were to be a deal for Casey’s, it would
not be for less than 15 times,” says
Hansen. “The stock isn’t expensive
for the price you’re paying.”
Time to stock up. B
February 8, 2021 BARRON’S 17

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More than investing. Invested.

18
Biden’s Team
Puts Its Focus
On Financial
Regulation
Cryptocurrency, climate-risk
disclosure, consumer protection,
and the volatile trading in
GameStop are all expected to
be focuses of the SEC and
other regulatory agencies.
What investors can expect.
By ELEANOR LAISE
BARRON’S
W
hether you invest in
oil-and-gas companies
or trade Bitcoin, finan-
cial regulation under
the Biden administra-
tion will make its mark
on your portfolio—and
may even change the way you invest.
Regulatory actions on the horizon
are likely to give shareholders access
to new data to aid their decision-mak-
ing about companies, including man-
datory disclosures of climate risks and
board diversity. Rule changes could
also give them a louder voice in corpo-
rate-governance discussions.
Investor protection will come to the
fore, experts say, as regulators revisit
conflicts of interest in investment ad-
vice and tackle newer challenges, like
cryptocurrency regulations.
The financial-services industry
faces tougher enforcement of securi-
ties laws and consumer financial-pro-
tection rules, while industries across
the board must weigh how any new
required disclosure of environmental,
social, and governance (ESG) factors
will be perceived by investors and
ratings firms.
The to-do list for financial regula-
tors, meanwhile, is getting longer and
more pressing.
The volatile trading in GameStop
(ticker: GME) and other securities “is
going to be at the top of the SEC’s
agenda,” says Dennis Kelleher, head of
the public-interest group Better Mar-
kets and a member of the Biden tran-
sition’s agency review team for securi-
ties regulators. One issue he expects
the Securities and Exchange Commis-
sion to examine: the true costs to in-
vestors of commission-free trades.
Robinhood, the online trading app
at the center of the GameStop frenzy,
last year agreed to pay $65 million to
settle SEC claims that it didn’t ade-
quately disclose payments it received
from trading firms in exchange for
routing customer orders to them, an
arrangement known as payment for
order flow. Although Robinhood ad-
vertised commission-free trades, cus-
February 8, 2021
tomer orders were executed at inferior
prices, the SEC found. Robinhood
didn’t admit or deny the agency’s find-
ings. “We are fully transparent in our
communications with customers
about our current revenue streams,” a
Robinhood spokesperson says, adding
that the company has improved its
best-execution processes.
Investors are also looking for the
SEC to hand back their megaphone.
Last year, the commission made it
tougher for investors to get share-
holder proposals on corporate proxy
statements, in part by raising the own-
ership threshold required to submit a
proposal. Another 2020 rule gave
management a louder voice in the
third-party proxy advice used by
many institutional investors. Major
elements of both rules will generally
first apply in the 2022 proxy season.
The effect of the rules was to “muz-
zle the voice of shareholders,” says
Amy Borrus, executive director of the
Council of Institutional Investors.
“Shareholders large and small are look-
ing to the SEC to step up its mission to
be the investor’s advocate,” she says,
including by reversing the two rules.
Another corporate governance is-
sue expected to receive renewed atten-
tion is a bit of unfinished business
from the soon-to-be 11-year-old Dodd-
Frank Act. The law directed the SEC
to adopt rules requiring public compa-
nies to claw back improperly awarded
incentive compensation in the event of
certain financial restatements. The
commission proposed a clawback rule
in 2015, but never completed it.
New laws that reshape financial
regulation will be difficult with the
Democrats’ razor-thin Senate advan-
tage. That makes the nominees to lead
the SEC and the Consumer Financial
Protection Bureau all the more impor-
tant. The personnel at the top of these
independent agencies “matters enor-
mously,” says Aron Szapiro, head of
policy research at Morningstar, and
President Biden has put forward picks
that reflect the Democratic consensus,
which is “very focused on ESG and
protecting investors.”
Gary Gensler, Biden’s pick to head
the SEC, pushed for greater transpar-
ency in derivatives trading when he
was chairman of the Commodity Fu-
Illustration by Matt Chase
tures Trading Commission. Rohit
Chopra, a commissioner of the Federal
Trade Commission and Biden’s choice
for CFPB director, advocated for bet-
ter treatment for borrowers in an ear-
lier stint as the CFPB’s student-loan
February 8, 2021
ombudsman.
Consumer financial-services firms
should expect the CFPB to review rules on
payday lending, debt collection, student-
loan servicing, and fair lending, lawyers
say. The bureau may also reverse the regu-
latory flexibility that it granted early in the
pandemic to mortgage servicers that
missed deadlines for sending loss-mitiga-
tion notices, and credit bureaus and lend-
ers that were slow to investigate disputes.
New cryptocurrency regulations may
also be on the horizon. Gensler in recent
years has done research and taught
courses on blockchain and digital curren-
cies as a professor at the Massachusetts
Institute of Technology.
The SEC may take a look at when digital
assets are deemed to be securities and how
they can be packaged into products like
exchange-traded funds and sold in line
with existing securities regulations, says
Amy Lynch, president of FrontLine Com-
pliance and a former SEC examiner.
Both the SEC and CFPB are expected to
dial up enforcement actions. Acting CFPB
director Dave Uejio, a veteran at the bu-
reau, has already directed its enforcement
division to expedite pandemic-related in-
vestigations. While the Trump-era CFPB
didn’t make Covid-related consumer harm
a focus of enforcement actions, it did leave
behind a road map of such issues that
might help guide the bureau’s new efforts.
As part of its supervisory work, the CFPB
last year sought information from compa-
nies on their pandemic response and chal-
lenges they were facing.
The assessments “were not designed to
identify violations of federal consumer
financial law,” according to a summary of
the findings published in mid-January, but
revealed consumer harms ranging from
inaccurate credit reporting to mortgage
servicers providing faulty information to
consumers about forbearances and failing
to process forbearance requests.
Given the bureau’s relatively light en-
forcement under Trump appointee Kath-
leen Kraninger, the findings suggest that
companies may have been “lulled into a
sense of sharing information that’s not
going to come back to haunt them,” says
Brian Fink, a lawyer at McGlinchey
Stafford and former program manager in
the CFPB’s office of supervision policy.
Now, he says, “the aggressiveness that ap-
pears likely to come is not something that
makes people sleep well at night.”
Sustainable investors are looking for
actions from regulators that could bolster
holdings that score well on ESG metrics.
Biden campaigned on requiring public
companies to disclose climate risks and
board diversity.
BARRON’S
Such requirements would give investors
far more clarity, says Cheryl Smith, econo-
mist and portfolio manager at Trillium
Asset Management, because companies
would have to disclose ESG risks in securi-
ties filings and not just in “a glossy two-
page brochure with pictures of bunnies
and deer.”
The real challenge for the SEC “will be
to generate a set of intelligent disclosure
requirements that are also efficient” and
consistent with international standards,
says Joseph Grundfest, professor of law
and business at Stanford University and a
former SEC commissioner.
F
or companies with considerable cli-
mate risks, however, the required
disclosures may raise the cost of
capital as investors and ratings firms
digest the new data, analysts say.
That is a particular issue in the capital-
intensive energy industry, says Kevin
Book, managing director at ClearView
Energy Partners. “It takes a lot of money
going into the ground to get fossil fuels
out,” he says, and valuations in the sector
have only become more sensitive to the
cost of capital in recent years.
The SEC might also work to harmonize
the ESG terminology used by issuers as
well as by investment advisors, policy ex-
perts say. Issuers are “throwing out all
sorts of terms that aren’t consistent,” says
James Rich, a senior portfolio manager for
sustainable fixed-income strategy at Aegon
Asset Management, and regulators could
help standardize the definition of a “green
bond” or “sustainable” fund.
The Labor Department is also expected
to soften its stance on retirement plans’
use of ESG funds. A department rule last
year made it tougher for plans to include
these investments, but Biden has ordered a
review of any Trump-era rules that may
conflict with his administration’s environ-
mental goals. And while investors big and
small gain some powerful advocates at the
regulatory agencies, the financial-services
industry can look forward to stricter rules
and tougher enforcement.
Both the SEC and the Labor Depart-
ment are likely to put more emphasis on
mitigating conflicts of interest in invest-
ment advice, Morningstar’s Szapiro says.
For the SEC, that may mean rewriting
Regulation Best Interest, which governs
brokers’ recommendations to customers,
and attempts to raise their standards of
conduct—but the Commission is unlikely
to throw out the entire rule, he says.
The Labor Department, meanwhile,
might review rules governing advice on
rollovers from 401(k)s into individual re-
tirement accounts. B
I N C O M E I N V E ST I N G
Here Are 6 Utilities With
Fast-Growing Dividends
By Lawrence C. Strauss
M
any utility stocks have re-
mained unloved through
much of the pandemic, their
attractive yields and reliable
dividends notwithstanding.
The Utilities Select Sector SPDR
fund (ticker: XLU), a good proxy for
larger-cap businesses in that sector, has
a one-year return of about minus 6%,
versus plus 20% for the S&P 500 index.
Still, earnings, which help fuel divi-
dends, are holding up for most utilities.
And the utility stocks in the S&P 500
were recently yielding about 3.2%, com-
pared with around 1.5% for the broader
market.
The consensus FactSet 2021 earnings
estimate for the Utilities Select Sector SPDR
was recently $3.35 a share, down only 2%
from $3.42 nearly a year ago. The recent
estimate for the fund’s dividends per share
was $2.08, versus $2.21 a year ago.
So why have investors kept away?
Morningstar analyst Charles Fishman
says that utility stocks “were pretty pricey
going into the pandemic” and cites that as
“probably the main reason” for their un-
derperformance since. The Utilities Select
Sector SPDR fund recently fetched nearly
20 times its projected 2021 earnings, com-
pared with its five-year average of 18.3,
according to FactSet.
Still, in a Jan. 22 note, Fishman wrote
that he thought the utility sector was
fairly valued. “Growth investments in
renewable energy, grid modernization,
and electric vehicles should outweigh
higher regulatory, operational, and finan-
cial risk,” he observed, sizing up the re-
cent change in presidential administra-
tions. “We forecast that the U.S. utilities
we cover will invest $656 billion over the
next five years, more than consensus
expects and up from the $541 billion
spent in the past five years.”
In his view, that “supports our 5.5%
average annual industry earnings growth
19
outlook through 2024.”
Within the sector—known for steady
but modest dividend increases—there are
plenty of utilities that have boosted their
recent payouts at a high-single or even
double-digit clip. A recent Barron’s screen
highlighted some of those companies, in-
cluding NextEra Energy (NEE), whose
assets include the regulated Florida Power
& Light utility as well a growing renewable
energy business.
From 2017 through 2019, NextEra
raised its disbursement at an annualized
rate of about 13% from $3.93 a share to $5.
Last year, it was boosted to $5.60 a share,
or $1.40 following a stock split last fall.
The stock was recently yielding 1.6%,
about half the average for the sector.
But the stock is expensive, recently
trading at 37.6 times estimates 2021 profits.
“The valuation is pricey, but it is a great
company,” says John Bartlett, a portfolio
manager and analyst at Reaves Asset
Management. “The market’s not stupid.”
There have been a few exceptions for
utility dividends. One is Dominion En-
ergy (D), which had to lower its dividend
last year after it divested itself of its storage
and gas-transmission assets, notably pipe-
lines, to Berkshire Hathaway Energy
for $9.7 billion.
Another is CenterPoint Energy
(CNP), a utility holding company that last
year ended up slashing its quarterly divi-
dend to 15 cents a share from 29 cents. The
company had a stake in a master limited
partnership that also cut its dividend.
CenterPoint Energy’s stock, which yields
3%, has a one-year return of minus 16%.
But as our screen found, there are a
number of utilities that have been boosting
their dividends by at least 6% annually
and often more: American Water Works
(AWK), Atmos Energy (ATO), CMS
Energy (CMS), DTE Energy (DTE),
and Sempra Energy (SRE).
With dividend increases like that,
investors should consider utilities for
some downside protection. B
20 BARRON’S February 8, 2021

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 February 8, 2021
Why Platinum
Is Poised to Shine
The precious metal has lagged behind gold and silver. Yet its importance
as a component of hydrogen fuel cells is only likely to grow.
By ANDREW BARY
T
he Reddit army of traders
recently took aim at silver,
triggering a brief spike in its
price to nearly $30 an
ounce, before it settled this
past week at $27. Another
precious metal should be in
their sights: platinum. It is generating
more interest because of its role in the
green economy and its relative scarcity.
Platinum, now trading around
$1,100 an ounce, is up 15% in the past
12 months, but has lagged behind gold,
silver, and other platinum-group met-
als, such as palladium and rhodium, in
recent years. Platinum demand for die-
Courtesy of Anglo American Platinum
sel-engine pollution controls fell in the
wake of Volkswagen’s (ticker: VOW.
Germany) emissions scandal in 2015.
Platinum peaked more than a decade
ago at $2,250 an ounce, when it traded
at a premium to gold. It’s now at a 40%
discount to gold, which is fetching
$1,800 an ounce. Bulls argue that plati-
num could head back toward its old
high in the next five years because of
supply constraints, resilient automotive
demand, new uses such as hydrogen
fuel cells, and investment interest.
Major platinum producers, such as
South Africa-based Sibanye Stillwa-
ter (ticker: SBSW), are highly profit-
able and trade at some of the lowest
valuations in the mining sector.
Sibanye is a top-three producer of
platinum, at about one million ounces
annually, and among the top three in
palladium and rhodium. It also mines
about a million ounces of gold.
Sibanye, whose U.S.-listed shares
trade around $16, is valued at just four
times projected 2021 earnings of $3.79
a share. The two leading gold miners,
Newmont (NEM) and Barrick Gold
(GOLD), trade for around 15 times
estimated 2021 earnings.
Sibanye CEO Neal Froneman tells
Barron’s that he sees a “supercycle” in
platinum-group metals this decade.
Palladium is up 70% over the past two
years, to $2,300 an ounce, while ultra-
rare rhodium has risen eightfold, to
$21,000. Froneman thinks platinum
could hit $2,000 in four to five years.
BARRON’S
The rising popularity of electric
vehicles could trim demand. Catalytic
converters—exhaust-system devices
used to control pollution in conven-
tional vehicles—are the main use for
the metals: palladium for gas-powered
cars and platinum for diesels.
Yet, Froneman observes, the internal
combustion engine has many years left.
EVs account for only a small part of the
90 million new cars and light trucks
sold annually—a market still expanding
by 2% to 3% a year. In addition, emis-
sions standards in developing nations
are getting tougher, another factor boost-
ing demand for platinum-group metals.
Platinum even could benefit from
EVs. It’s a crucial component in the fuel
cells—rather than batteries alone—that
already help power a few of them, turn-
ing hydrogen into electric current. Fuel
cells could account for 6% of global plat-
inum demand by the end of the decade,
some analysts predict.
Nearly eight million ounces of plati-
num, worth $8 billion, are produced
annually. A reliance on South African
output creates supply risk, given peri-
odic labor strife and an uneasy relation-
ship between mining companies and the
government. Platinum is also hard to
obtain. Most South African mines are
deep underground and labor-intensive.
“If the Reddit crowd had paid at-
tention to platinum, and not silver,
they could have moved the price a lot
more; it’s a much smaller market than
Miners at gold or silver,” says Will Rhind, the
Anglo American CEO of GraniteShares, which runs
Platinum’s
Dishaba open-pit GraniteShares Platinum Trust
platinum mine in (PLTM), a $25 million exchange-
South Africa.
traded fund that holds the physical
metal. The largest U.S. platinum ETF
is the $1.4 billion Aberdeen Stan-
dard Physical Platinum fund
(PPLT). Platinum ETFs globally hold
about four million ounces, against 100
“If the Reddit million for gold and one billion for
silver, according to Bloomberg.
crowd
had paid
Going Platinum
attention
Here are some stocks and exchange-traded funds to play a rally in platinum.
to platinum,
and not Recent 52-Week
Company / Ticker Price Change
silver, they Anglo American Platinum / ANGPY $17.25
Impala Platinum Holdings / IMPUY 14.46
could have Sibanye Stillwater / SBSW 15.99
moved the
price a lot Platinum ETF / Ticker
more.” Aberdeen Standard Physical Platinum Shares / PPLT
GraniteShares Platinum Trust / PLTM
Will Rhind, CEO of
GraniteShares *Impala’s fiscal year ends in June; 2020 EPS is actual; E=Estimate
21
In addition to Sibanye, other plati-
num producers include Impala Plati-
num (IMPUY) and Anglo American
Platinum (ANGPY), nearly 80%-
owned by Anglo American (NGLOY)
of South Africa. Anglo American Plat-
inum is the blue chip of the group,
with a market value of $27 billion. Its
shares trade at a premium to rivals’ at
seven times estimated 2021 earnings.
Chris LaFemina, a Jefferies analyst,
calls Anglo’s open-pit Mogalakwena
mine in South Africa the “premier
platinum asset in the world.”
Sibanye Stillwater began in 2013 as
a spinoff from Gold Fields (GFI). Un-
der Froneman’s leadership, it began
buying platinum mines. Its most im-
portant deal was the $2 billion pur-
chase in 2017 of Stillwater Mining, a
platinum and palladium producer
based in Montana. That buy was well-
timed because palladium prices then
rose, allowing Sibanye to cut debt. The
deal also made Sibanye less dependent
on South Africa, whose mining compa-
nies trade at discounts to global peers.
“The company is at an inflection
point, with growing free cash flow and
a strong balance sheet,” says Raj Ray, a
BMO Capital Markets analyst. “It’s
well-positioned to participate in the
ESG revolution.” He has an Outper-
form rating and a $22 price target on
the stock. The shares’ low valuation
reflects South African risk and con-
cerns about the sustainability of high
prices for palladium and rhodium.
Froneman sees a “significant re-rat-
ing of the stock” as Sibanye shows con-
sistent performance in coming quarters
and lifts its dividend yield, now under
1%. The company, which reports sec-
ond-half results on Feb. 18, has a goal of
a 25% to 35% dividend payout ratio,
which could lead to a 5% yield.
Platinum has lost some of its luster
in the past decade, but the coming
years look much brighter. B
Market
2020E 2021E 2021E Value Dividend
EPS EPS P/E (bil) Yield
24.9% $1.09 $2.37 7.3 $27.5 1.2%
44.7 1.24* 3.10 4.7 11.4 3.3
55.5 2.38 3.79 4.2 11.7 0.7
Fund
Recent 52-Week Assets Expense
Price Change (mil) Ratio
$102.81
10.86
10.9%
11.3
$1,370
25
0.60%
0.50
Source: Bloomberg
22 BARRON’S February 8, 2021
February 8, 2021 BARRON’S 23

THE
Alzheimer’s disease has been
understudied and underfunded,
precipitating another health-care-
related economic crisis. Why this
problem has persisted for so long,
how Covid made it worse, and
what needs to be done
BY RESHMA KAPADIA

OTHER
PANDEMIC
When Covid-19 hit, Rosanne Corcoran went
into lockdown mode, creating a cocoon around her
family and dismissing the part-time paid caregiver
who had helped her care for her mother, Rose, who
has Alzheimer’s. But for months, Rose has stayed
up all night, leaving the 53-year-old Rosanne so
sleep-deprived that her cardiologist recently coun-
of normalcy to run errands, go to the chiropractor, or
take a walk, with the help of a regular paid care-
giver—until Covid-19 hit. Doing without the addi-
tional help has taken its toll. “My mother has de-
clined, and I’ve declined. It’s an awful choice to have
to make, but I’m going to, because I want to survive
this,” says Corcoran, who just rehired a caregiver for
seled her to look past her fears about the virus and weekend help, despite the pandemic.
bring in help. Families grappling with Alzheimer’s often face
Rose was first diagnosed with mild cognitive im- awful choices, but it has been taken to new heights
pairment a decade ago. When, in 2015, doctors said over the past year. Roughly a third of the 450,000
she could no longer live independently, Corcoran put Covid deaths in the U.S. have been at long-term care
her Realtor license in escrow and brought Rose to facilities like nursing homes, where about half of the
live with her family outside of Philadelphia. The
mother of two young adults snuck in a couple hours Illustrations by JESS SUTTNER
24
residents are living with Alzheimer’s or
some other form of dementia. Even
those who have been safe from the
virus have suffered; 70% of caregivers
surveyed by UsAgainstAlzheimer’s
this past fall reported a decline in their
loved ones’ memory or behaviors. Resi-
dents in long-term care facilities have
been isolated from relatives and friends
who supplement their care, provide
extra eyes that spot changes in health
conditions, and tap into reservoirs of
memories to keep them engaged, while
unpaid caregivers like Rosanne have
been cut off from support services.
The pandemic has cast a harsh light
on the inadequacies of the U.S. care-
giving system and the enormous
emotional and economic burden
on families—and ultimately the
economy—bringing the fight against
Alzheimer’s to an inflection point. It
comes as the oldest baby boomers enter
the age range where Alzheimer’s is of-
ten diagnosed, and against a backdrop
where science could be on the cusp of
sorely needed victories—including the
possibility of the first new drug ap-
proval in 18 years, and progress in bio-
markers to enable earlier detection.
Alzheimer’s is a progressive brain
disease that is the most common cause
of dementia. Of the top 10 causes of
death globally, it’s the only one that
can’t be cured, slowed down, or pre-
vented, at least not yet. The disease
manifests in different ways, with some
patients living 20 years after diagnosis,
though it’s often closer to four to eight
years. Although 80% of those with the
disease are 75 or over, Alzheimer’s typ-
ically emerges in midlife, 20 to 30 years
before symptoms like memory loss or
troubles with language appear.
With the world in the midst of an
aging boom, the number of people liv-
ing with Alzheimer’s or some form of
dementia is expected to triple by 2050
to 152 million—a bit more than the pop-
ulation of Russia today. That is bringing
recognition to the scale of the problem,
with nonprofits, academics, businesses,
and governments in January creating
a global initiative, Davos Alzheimer’s
Collaborative, aimed at speeding up the
global response to the disease, in part
by using the road map offered by the
discovery of Covid-19 vaccines.
“Alzheimer’s is a disease of greater
prevalence and greater lethality than
Covid-19,” says George Vradenburg,
who co-founded the advocacy and
research group UsAgainstAl-
zheimer’s. “This is an ongoing pan-
demic. Its cost to America in terms of
BARRON’S
A Costly direct medical costs is significantly
higher than cancer.”
Disease Cost estimates vary, but a 2020
Most costs
paper in American Journal of Man-
associated with
aged Care put the total health-care
Alzheimer’s
cost of the disease at $305 billion—
disease are
and projected it would hit $1 trillion
caretaking-
by 2050. With few treatments avail-
related and
able, most of the direct costs come
not covered by
from skilled nursing care, paid home
insurance.
health care, and hospice.
While some of this is covered by
$357,000 Medicaid for low-income Americans,
most of it is not covered by Medicare,
The typical total leaving families to foot the bill. The
lifetime cost, total lifetime cost of care for someone
in 2019 dollars, with dementia is estimated at
for someone with $357,000 in 2019 dollars, according to
dementia over the the Alzheimer’s Association. The bulk
rest of their lives, of those costs are borne by family
according to the caregivers, often in the form of unpaid
Alzheimer’s caregiving—not to mention the psy-
Association chological and emotional toll.
For Stephanie Monroe, the uncer-
tainty, confusion, and fear around her
Estimated total parents’ care during the past year have
health-care been the worst experiences of her life.
costs of the Monroe, who retired from the federal
disease vary. government and now works on equity
and access-related issues at UsAgainst-
$305 Alzheimer’s, has agonized over
whether to find alternative housing for
billion
One cost estimate
her parents. The Baltimore-area long-
term care facility they live in had
spotty communications about Covid-19
from a 2020 paper outbreaks and protocols, and there
in the American were signs that her father, who has
Journal of Man- Alzheimer’s, was deteriorating as so-
aged Care, and cial activities like choir and mah-jongg
that number is were suspended. A move, though,
expected to reach would separate her parents from her
$1 trillion by 2050 aunt who lives in the community, as
well as nearby church friends. “There’s
no good decision,” Monroe says. “It’s
all about weighing the consequences,
costs, and benefits—and feeling guilty
about any decision you make.”
The costs can ripple through genera-
tions, and not just due to lost wages or
time out of the workforce for care-
givers. Studies show that spousal care-
givers who report strain face a 63%
higher mortality risk in four years than
noncaregivers who are the same age.
Smaller studies also found that some
caregivers have compromised immune
systems and increased need for medi-
cations, and have seen their own
health-care costs increase in the
aggregate by an estimated $9.7 billion.
“The financial costs are underesti-
mated. The emotional, psychological,
and even physical costs are underesti-
mated,” says Amy Florian, CEO of Cor-
genius, which helps financial advisors
navigate these issues with their clients.
“It affects people in every respect.”
A
lzheimer’s was recognized as the
most common cause of dementia
in 1976. In the 45 years since, prog-
ress in fighting the disease has
been glacial, in part due to mispercep-
tions about the disease that delayed
funding and scientific research and
created an inadequate care system in
its early days.
“As a nation, we struggled to see
the disease as a disease,” says Dr. Ja-
son Karlawish, co-director of the Penn
Memory Center. For decades, cultur-
ally, Alzheimer’s symptoms—memory
loss, confusion, or forgetting to pay
bills—were brushed aside as just the
natural course of aging, and problems
that could be handled by family, al-
most always wives and daughters,
Karlawish says (see Q&A, page 25).
With limited funding in the first 20
years, research was restricted primar-
ily to how a brain with Alzheimer’s
changed, rather than to the multifac-
eted pathways that contribute to the
disease, the factors that influence a
person’s risk, and devising cutting-
edge clinical trials. Research talent
was lost to diseases attracting more
investment, says Dr. Maria Carrillo,
chief science officer at the Alzheimer’s
Association. Even today, much of what
is currently available is short-term
palliative therapies that don’t address
the underlying biology of the disease.
The complexity of the brain adds to
the challenge. Because there isn’t yet a
solid understanding of why memory
changes, the clinical trials for Alzhei-
mer’s take longer, often 18 to 24
months, because researchers need to
see if the drugs move memory, rather
than just look at underlying changes in
the biology. Early trials were open to
those who had a clinical Alzheimer’s
diagnosis. But now, trials include peo-
ple with biomarkers like the amyloid
plaques and tau tangles (both are forms
of problematic protein deposits in the
brain) that are now seen as hallmarks
of Alzheimer’s disease, and have been
the target of many of the drugs in trial.
The past decade has brought
change, partly due to the advocacy
of organizations like the Alzheimer’s
Association and UsAgainstAlzhei-
mer’s. Funding for Alzheimer’s and
dementia research at the National
Institutes of Health has increased to
roughly $3 billion, about half of what
is spent on cancer, but far higher than
February 8, 2021
the $448 million allocated in 2011.
Drug development is also looking
more promising; there are now more
than 100 ongoing trials. More recent
clinical trials for Biogen’s much-
anticipated aducanumab and Eli
Lilly’s antibody donanemab incorpo-
rated biomarker tests that earlier trials
lacked. The near-term attention is
on Biogen’s monoclonal antibody adu-
canumab, which is awaiting a decision
from the U.S. Food and Drug Admin-
istration, expected by June. It has been
a bumpy road for the treatment, with
an advisory panel of the FDA ques-
tioning the merits of aducanumab last
fall (see related article, page 28).
If approved, even with conditions,
experts on aging say it will serve as a
signal and bring in a rush of invest-
ment. A lack of approval could have
the opposite impact in the near term,
but researchers note several other
treatments on the horizon, including
drugs from Roche’s Genentech and
Japan’s Eisai. Even more encouraging
is the diversification of treatments
deeper in the pipelines that go beyond
amyloid and tau tangles—important
because scientists think Alzheimer’s
will ultimately be treated much like
heart disease, with a mix of therapies
and interventions, or possibly a combi-
nation therapy.
There has also been progress
around biomarkers and blood tests
that could help with early detection—
crucial since the disease can emerge
decades before symptoms. “Ten years
ago, we would have said it’s science
fiction: There’s no way we can mea-
sure tiny proteins in the brain in
blood,” Carrillo says. But C2N Diag-
nostics introduced a test last fall that
has been tested on a small group, and
Lilly and Roche Holdings also have
tests, with trials possibly completed
by summer and more information
about whether they can be mass pro-
duced also forthcoming. “That would
be game-changing,” Carrillo says.
With recent research suggesting
that about 40% of dementia is modifi-
able, scientists are also testing how
interventions around cognitive en-
gagement, diet, sleep, and exercise
could affect risk factors for Alzhei-
mer’s. That’s another reason there’s a
push for doctors to make cognition
tests part of their standard protocol:
Currently, less than half of primary-
care physicians in a survey by the
Alzheimer’s Association said it’s part
of their standard practice. Technology
could also facilitate earlier detection,
February 8, 2021
FROM THE FRONT LINES:
A LEADING SPECIALIST
TALKS ABOUT THE FIGHT
AGAINST ALZHEIMER’S
T
op on the list of fears among older Americans: Alz-
heimer’s, a disease that is often misunderstood and
underdiagnosed. Dr. Jason Karlawish, co-director
of the Penn Memory Center, has spent decades
researching the disease and treating those with it,
giving him a front-row view of the challenges that face
the estimated six million Americans living with Alzhei-
mer’s, as well as millions more of their caregivers.
Karlawish, a professor of medicine, medical ethics,
and health policy and neurology at the University of
Pennsylvania, has tapped his experience to take some
of the mystery out of the disease in his new book, The
Problem of Alzheimer’s, out later this month. Barron’s
talked with Karlawish about where the U.S. took wrong
turns, reasons for optimism, and the changes needed
as the number of Americans living with Alzheimer’s is
expected to more than double to 13.8 million by 2050.
Here is an edited version of our conversation:
Barron’s: You have said Alzheimer’s should be
viewed as a humanitarian crisis. Please explain.
Jason Karlawish: Like all humanitarian problems,
multiple disciplines need to be brought to bear. One
of those is medicine, but we are not going to drug
our way out of this. Failure to see [Alzheimer’s] as
a complicated problem that needs better diagnosis
and treatment—but also care, not just in the medical
world—is why this will remain a crisis.
What is a major problem in the way the U.S.
approaches Alzheimer’s?
We have failed to fully recognize our need for long-term
care services and supports. Alzheimer’s isn’t just a cog-
nitive problem. It’s a disability that requires someone
else to step in. The caregiver is the accommodation. It’s
not until later in the disease that it’s those things we rou-
tinely associate with caregiving. For the first two-thirds
of the disease, it is about planning a day, staying social
and engaged, the ability to pay bills, manage finances,
and travel from one place to another.
We haven’t seen an Alzheimer’s drug approved in
18 years. Is anything changing on this front?
The National Alzheimer’s Project Act [in 2011] autho-
BARRON’S
Dr. Jason Karlawish,
co-director of the
Penn Memory Center
rized the necessary funding for research. So the money
is there, and there’s recognition of the disease as a dis-
ease, and you are starting to see a pickup in the result
of those investments [in drug development].
We have made spectacular progress in understanding
the biology of the disease, and also uncovered that it is a
very complicated and complex disease. We are begin-
ning to carve out identifiable and potentially druggable
targets, such that we should view this disease as we view
cancer or heart disease. And the progress in biomarkers
has been inspiring in its ability to detect diseases.
What should those who get an Alzheimer’s diagno-
sis expect?
In an otherwise healthy adult who I diagnose with mild-
stage dementia caused by Alzheimer’s disease, on aver-
age, they have 10 years of progressive cognitive decline.
How can we get a better handle on Alzheimer’s?
We need to listen to a story unfolding for the past four
decades: While there have been no proven treatments
to attack the pathology of the disease, we have seen a
decline in the risk of developing dementia.
That’s encouraging. What’s causing the decline?
Access and opportunity. If you at least get people be-
yond a high school education, give them access to
health care and to exercise, which helps maintain brain
health, you create healthier brains. The theory is they
are better able to withstand the pathologies that come
with aging. There are things we can do right now.
What should top the Biden administration’s
priority list to better prepare for Alzheimer’s?
25
We need to recognize that we all face the risk of becom-
ing a caregiver and look for how to provide some insur-
ance against that risk. A lot of solutions right now tin-
ker with the tax bill, like offering a tax credit. Other
democracies, like Japan and Germany, have instead said
let’s do a payroll tax to assure a common fund to pro-
vide some support for long-term care services for the
neither rich or poor but the vast middle class.
What else?
The pandemic revealed the challenge of providing care
where there is no adequate system, and it showed how
tenuous our system of institutional long-term care sup-
ports, like nursing homes and assisted living, is. Covid
showed we need to invest in institutional long-term care.
What concerns you about the current discussions
around Alzheimer’s?
We are going to enter into a very difficult conversation as
a society about when we are dying of this disease—and
how. The current way we talk about it suggests we need
to be more mature and thoughtful, rather than saying,
“The moment I can’t drive or feed myself, X happens.”
A child born with Down syndrome was often either
institutionalized or allowed to die of complications [in
the past]. Life span was 12 years. A lot changed, not
just in medicine but also in how we cared for [people
with Down syndrome] and deinstitutionalized them.
The struggle to create a self [for someone with
Alzheimer’s] has to respect that life changes.
Thanks, Jason. —R.K.
Photograph by MICHELLE GUSTAFSON
26
HOW TO PREPARE
G
etting an Alzheimer’s diagnosis can
quickly plunge families into unfamiliar
territory, navigating a sea of specialists,
looking for caregiving support, and
scrambling to put together a dynamic care
plan. Barron’s talked with experts on aging
about some of the best ways to prepare.
Early signs: Money missteps, including
missed bill payments or mistakes counting
change or calculating a tip. See a doctor and
a financial advisor.
Diagnosis: Think longer term. “People think
that life ends at diagnosis and they need
to get their affairs in order,” says Kirsten
Jacobs, director of Dementia and Wellness
Education for LeadingAge, an association of
nonprofit providers of aging services. “Often,
that is not the case, especially as people are
being diagnosed earlier.”
Create a flexible plan that can stretch sev-
eral years and adapt as needs change. “When
your loved one first gets dementia, put your
name on the list for all types of programs. I
failed to do that because my mom didn’t look
sick,” says Loretta Woodward Veney, 62,
who eventually applied for a Medicaid
waiver program in Maryland that allowed
her mom, 92, to get care in a group home.
Long-term care: Even if a person is being
cared for at home, check out nearby long-
term care facilities in the event the disease
progresses and more care is needed. Look for
services provided on site, including regular
visits from a physical therapist, dentist, or
even manicurist. “At first, a change of pace and
exposure to others is good, but the disease gets
to a point where it can get very disorienting to
take them out for services,” says Amy Florian,
CEO of Corgenius, which helps financial advi-
sors navigate these situations for clients. If
such services aren’t provided, see if the facil-
ity allows them to come in. On-site hospice is
another benefit worth asking about.
Take a close look at patient-to-staff ratios
and turnover rates for all employees, includ-
ing nursing and cooking staff, as well as ad-
ministrators like the director.
Look for newer thinking, such as facili-
ties that don’t segregate those with Alzhei-
mer’s into memory-care wings, or that part-
ner with artists. Explore intergenerational
models or facilities connected with universi-
ties, and “greenhouse” homes—smaller
communities that often have more consis-
tent on-site staff and allow people to get
outside more easily. — R.K.
BARRON’S
with researchers looking to smart-
phones and artificial intelligence to
pick up on subtle changes in key-
strokes, typing speed, or writing pat-
terns that could be early flags.
T
hese scientific developments
are reason for hope, but even
biotech executives say that a
cure is a ways away. As a re-
sult, care will continue to be at the
center of Alzheimer’s treatment, and
fixing the U.S. caregiving system
needs to be a top priority.
Unlike cancer or heart disease,
much of the cost related to Alzheimer’s
disease comes from caregiving. Medi-
care doesn’t cover most long-term care.
Medicaid covers more, but requires
near-impoverishment to qualify. The
average annual Medicaid payment for
those 65 and older with Alzheimer’s is
23 times as high as for those without
Alzheimer’s—an annual average of
$8,779 versus $374.
Caregiving typically is associated
with helping older adults with feed-
ing, bathing, grooming, or using a
toilet, but those needs typically come
in the last third of the disease. The
first two-thirds are largely focused on
helping Alzheimer’s patients with
daily life, including monitoring medi-
cines and finances, transportation,
and keeping them engaged and safe.
An army of family and friends—
often women in their prime earning
years—shoulder roughly two-thirds
of the care for those with Alzheimer’s.
Many interrupt their careers, give up
promotions, cut back on hours, or quit
jobs. The average caregiver spends
about five years on care for a dementia
patient. That indirect cost can total
roughly $500,000 per person, based
on models that account for lost wages,
promotions, and benefits, as well as the
obstacles most people face when trying
to re-enter the workforce in their 50s
or 60s, says Norma Coe, associate pro-
fessor of medical ethics and health
policy at the Perelman School of Medi-
cine at the University of Pennsylvania.
The indirect costs are likely to be
higher in the future, as a larger share
of the next cohort of caregivers are
primary breadwinners or single. The
hit to their Social Security, for exam-
ple, may be even greater than for some
in the current cohort who may be able
to claim spousal benefits on their
higher-earning partner’s record, says
Coe. Rising female labor-force partici-
pation played a big role in the last
economic recovery, especially as male
labor participation has fallen. The
absence of these women could further
hamper economic growth.
Plus, fear of future long-term care
needs for parents also weigh on their
children’s calculations about moving
away and job choices, according to
Coe. If parents have long-term care
insurance to help cover such needs,
adult children are more likely to move
away and potentially take different
jobs—suggesting that caregiving fears
could also be restraining the type of
mobility and productivity needed for
a dynamic economy.
The financial costs can cascade
through multiple generations as
caregivers compromise their own
finances and retirement security. At
the local level, Medicaid budgets are
crowding out investments in youth
education. “We are seeing right be-
fore our eyes the intergenerational
impact,” Vradenburg says. Millenni-
als make up a sixth of those caring
for people with Alzheimer’s.
The sheer number of baby boomers
could outstrip available caregivers—
including informal ones, since family
sizes have been shrinking. With fewer
daughters and sons able to care for
aging parents, demand for long-term
care facilities like memory care and
assisted living will increase. Both are
largely paid for out of pocket, raising
questions of how families will digest
those costs. The annual median cost
of assisted living is about $51,600,
according to Genworth’s Cost of Care
survey. The median cost of assisted
living facilities with memory care is
even higher, at roughly $57,000 a year.
With costs rising, demand for home
and community-based services that
can keep people independent longer
and out of nursing homes will only
intensify. Yet many of these services—
such as adult day care—have been es-
pecially hard hit during the pandemic,
with many forced to shutter because
of lockdowns. Many of those that
stayed open, meanwhile, have suffered
a severe financial hit, says Kirsten Ja-
cobs, director of Dementia and Well-
ness Education for LeadingAge, an
association of nonprofit providers of
aging services.
At some point, in the later phases
of dementia, when people may get
more agitated or their safety may be
compromised, many Alzheimer’s
patients will need round-the-clock
care in a facility. Here, Florian worries
about Covid’s lasting impact: “I fear
that stigma is going to increase and
February 8, 2021
persist after Covid because of what
happened during the pandemic with
people in facilities.”
Long-term care facilities could also
come out financially scarred: Two-
thirds of nursing-home providers in
a recent survey from the American
Health Care Association and National
Center for Assisted Living said they
won’t make it another year, given
Covid-related costs. The pandemic has
also thrown into question the business
model of nursing homes relying on the
short-term rehab stays that Medicare
covers for those just out of the hospital
to subsidize the long-term care these
facilities provide for those on Medicaid,
as fewer people have elected to get sur-
geries and the rehab business has dried
up during the pandemic.
“This is our opportunity to really
be thinking about how and where we
can care for people at the lowest cost
and get the best outcomes—lowering
Medicare and Medicaid costs but also
the cost to the family,” says Coe.
T
hat will require investing in
long-term care infrastructure.
Near the top of the list is focus-
ing on supportive services that
ultimately can save money by keeping
people at home longer, says Nora Su-
per, senior director of the Milken In-
stitute Center for the Future of Aging.
President Joe Biden’s agenda in-
cludes money for increased access to
home and community-based services,
funding for states to innovate more-
creative and cost-effective ways of
providing care, as well as tax credits
for informal caregivers and increased
tax benefits to buy long-term care
insurance with retirement savings.
Experts on aging want to see more
investment in resources such as adult
day facilities, training nurse practitio-
ners to become dementia-care special-
ists, and creating dedicated teams that
can help families navigate the web of
specialists, clinical trials, and services.
Technology will also play a big role,
and not just with telemedicine. Tech-
nology can provide a range of moni-
toring that allows for independence
but alerts caregivers when needed.
Sensors in rooms could mitigate phys-
ical danger, while software that can
help monitor bill-paying or bank ac-
counts could help, since impaired
money-management skills are among
the first visible symptoms.
Also high on the priority list: re-
thinking the value of caregivers. Many
paid caregivers at long-term care facil-
February 8, 2021 BARRON’S 27

FINANCIAL ADVISORS ARE OFTEN THE FIRST TO SPOT

woman is 78, it will cover $10,000 a month for six
years. “That might be just 50% of the cost of care,”
Spickler says, “but it’s a lot better than nothing.”
For people who don’t have, or want, long-term care

DEMENTIA IN CLIENTS. WHAT THEY RECOMMEND

By Beverly Goodman their minds begin to fail. That gets costly quickly:
According to the 2020 Genworth Cost of Care survey,
insurance, the focus needs to be on ensuring that care-
taking costs don’t decimate the portfolio. Purchasing
an income annuity, for instance, Smith says, can guard
against a spouse running out of money. Spouses or
other family caretakers may require some money for
additional help with housekeeping, cooking, child care,
or other tasks they have less time or energy for—not to

M
elissa Spickler, a financial advisor with Merrill
Lynch in Bloomfield Hills, Mich., knew some-
thing was wrong as soon as she heard that her
client, “Beth,” had called. It was just two hours
after their last conversation, and she was calling
with the same exact question. She called a third time
the same day, with the same question. Spickler did
what she had done with other clients and called a fam-
ily member that her client had on record as a trusted
contact—Beth’s son—and let him know what had hap-
pened and what it could mean. “I know my clients
really well, and I know their kids,” Spickler says. “I
know when something’s changed, and I know the dif-
ference between forgetfulness and signs of dementia.”
Financial advisors are often the first to spot the
signs of dementia, for two reasons: They’re less likely
to be in denial about the symptoms, and trouble with
finances is often one of the first problems. “Managing
your finances is a big frontal-lobe thing,” says Caro-
lyn McClanahan, a financial advisor in Jacksonville,
Fla., who is also a physician. “It requires a lot of
brain flexibility, and it slips the easiest.”
Because of the unique nature of the disease, the first
line of defense is, unfortunately, financial rather than
medical. Alzheimer’s is typically diagnosed when peo-
ple are 75 or older, but the disease often begins some
20 years before signs of dementia manifest themselves—
and that is when planning should begin. Since there is
virtually no medical treatment, Alzheimer’s expenses
are largely caretaking-related, and not covered by in-
surance or Medicare—meaning that costs for a family,
on average, are more than $350,000, according to the
Alzheimer’s Association, twice as much as what’s in-
curred by caregivers of people with other conditions.
Even if you aren’t worried about Alzheimer’s in
particular, McClanahan warns that 70% of people will
need some sort of long-term care: “Rarely do people die
quickly.” The healthiest people are often the ones most
likely to need long-term care: By living longer, their
chances of getting dementia increase, and their physical
bodies can stay healthy for years, even decades, after
a semiprivate room in a nursing home costs $93,075
a year; add another $12,000 for a private room. As
pricey as that is, if you need more than 10 to 15 hours
of home care per day, McClanahan says, moving to a
facility is usually more cost-effective.
This, of course, requires planning well ahead of a
diagnosis. Many advisors recommend long-term care
insurance; Spickler believes so strongly in it that she
asks clients who decide against it to sign a document
acknowledging that it was discussed and rejected. Even
for the very wealthy, long-term care insurance can pro-
tect a spouse, ensure an inheritance, and generally miti-
gate the financial destruction this disease can wreak.
Pam Smith, an advisor at 6 Meridian in Wichita,
Kan., is among the many advisors who recommend
hybrid policies. These have a single, large premium,
which can sometimes be paid over five or 10 years. If
you don’t end up needing long-term care,
you can get your premium back or leave
it as a death benefit. Smith starts talking
to her clients about long-term care in-
surance at age 58.
Pricing is highly variable, but Spick-
ler offers an example: A 52-year-
old woman can pay $20,000
a year for five years to buy
a $100,000 hybrid
policy with a 3%
inflation rider.
When this
mention some extra caretaking needs of their own.
It’s also worth discussing how much caretaking a
spouse is willing to do, says Geri Eisenman Pell, an
advisor with Ameriprise in Rye Brook, N.Y. One couple,
for instance, was financially equipped to deal with the
husband’s diagnosis, but his wife wanted to make sure
she could continue to spend as much as she wanted on
her own care. “She knew that to get through it, and be
there for her kids afterward, she needed to take care of
herself,” Pell says. “They had $4 million, and they were
going to spend it. And they did.” They didn’t need to
worry about leaving their kids an inheritance because
they had already purchased a $3 million second-to-die
life insurance policy—which factored into their decision
not to buy long-term care insurance.
Not all advisors have experience in this area. For
those looking for this kind of planning, Pell suggests
asking lots of open-ended questions to get at how often
they’ve helped other families in this situation, whether
they’ve run family meetings, and their approach to
family conflict. Most experts stress that, ideally, the
advisor should have some relationship with children
or other close relatives; at the very least, clients need
to provide a trusted contact, and a contact for accoun-
tants, lawyers, and other professionals they work with.
Smith emphasizes the importance of keeping clients
engaged, even after a diagnosis of dementia or Alzhei-
mer’s. “I want them to feel a part of the meeting, and
hear their voices for as long as they have them.”
This is also the time to revisit the crucial conversa-
tion around end-of-life care. Get specific, McClanahan
says. “The last couple of years of life can be a lot of
rehab, hospitals, and nursing homes,” she says. “Most
people want to be kept comfortable, but not go through
all that.” Decide at what point, for instance, a bout of
pneumonia results in a call to hospice instead of a trip
to the emergency room. Have the hard, frank conversa-
tions now and you’ll be better prepared to be emotion-
ally present when the end eventually comes. B
A longer version of this article appears on Barrons.com.

ities hold multiple jobs and have long
commutes to work—both of which
have made the entire system vulnera-
ble during Covid. It has also contrib-
uted to incredibly high turnover and
shortages in an overstretched industry.
“The pandemic made it clear that how
we pay caregivers isn’t adequate,” Su-
per says. “We need to make sure we are
paying them living wages and offering
a career ladder to make this an indus-
try they want to be part of. That’s going
to take government intervention.”
Considering ways to compensate the
army of informal caregivers that pro-
vide the bulk of care for Alzheimer’s
patients also needs attention; proposals
like paid eldercare leave and Social
Security credits for caregiving could
slow the intergenerational ripples cre-
ated by the disease. Also on the table:
ways to save for, and possibly insure
against, the long-term care risk. For
example, the bipartisan Homecare for
Seniors Act introduced in the House in
2019 could be revived, potentially al-
lowing home care to be considered a
qualified expense that could be paid for
by health savings accounts.
“There are models out there. It’s
about the will to put them in place and
recognize this is a big challenge that
could really bankrupt our system,”
says Super. “What gives me hope is
that the pandemic has raised aware-
ness of how the system is broken.” B
28
Biogen Goes All-In
On Alzheimer’s Drug
FDA approval would cause the stock to soar. Rejection would lay bare
the biotech’s problems. Investors have a few months to place their bets.
By JOSH NATHAN-KAZIS
A
fter 18 years without a
new treatment for Alzhei-
mer’s disease, an extra
three months for the Food
and Drug Administration
to decide on Biogen’s adu-
canumab might not seem
like long to wait.
Still, the delay, announced on Jan.
29, was unexpected. The agency’s
panel of outside experts has already
rejected the evidence for aducanumab.
Under normal circumstances, that
would have been the end of the com-
pany’s hopes.
But the FDA didn’t say no to adu-
canumab. Instead, it asked for more
time. Which means there remains a
chance for the drug—and for Biogen
(ticker: BIIB), which is counting on
the approval as its other products face
challenges.
The delay adds one more wrinkle to
a decision that could determine the
fate of the giant biotech, as well as
tens of billions of investor dollars and
the health of millions of Americans.
If the FDA approves aducanumab,
Wall Street expects the company’s
shares, which traded recently at $263,
to climb as much as 70%. Analysts
estimate the drug could bring in $10
billion a year in sales, or more.
The consequences of failure are
nearly as stark. Biogen’s core busi-
nesses are struggling, with many of its
most important drugs facing growing
challenges from competitors.
BARRON’S
“It is basically a declining business,”
says Mohit Bansal, an analyst with
Citigroup. “In the case of an adu-
canumab non-approval, it just becomes
a very difficult investment story.”
A drug to treat Alzheimer’s disease
is an inherently risky bet. Even as the
pharmaceutical industry has made
huge advances in cancer and some
genetic diseases, progress on neuro-
logical disorders in general—and Alz-
heimer’s in particular—has stagnated.
Failed trial has followed failed trial, as
one drug after another has disap-
pointed.
If aducanumab fails, the nearest
alternative on the horizon is a similar
monoclonal antibody from Eli Lilly
(LLY) called donanemab, which Lilly
says performed well in a trial in early
symptomatic Alzheimer’s patients.
Lilly doesn’t plan to share details on
the trial until mid-March.
Aducanumab’s journey toward
approval would ordinarily have ended
at least twice by now. Biogen said in
March 2019 that it was stopping two
late-stage trials because the drug
wasn’t helping patients. Seven months
later, it said that the drug actually had
helped, after all. In November, the
FDA convened a panel of experts that
rejected Biogen’s analysis, voting over-
whelmingly that the company’s data
didn’t prove that aducanumab is an
effective treatment for Alzheimer’s
disease.
The FDA usually takes the advice
of its expert panels. But Biogen shares
are trading as if aducanumab has a
real chance—largely because of an
unusual back-and-forth between the
drugmaker and the FDA.
Evidence came in the form of a doc-
ument the FDA presented to its panel
of experts in November. Normally, the
agency will give the panel a lengthy
briefing book independently analyzing
the evidence for the drug it is asking
the panel to review. This time, FDA
“The upside is submitted a 343-page document that it
had prepared with Biogen.
incredible. “There was a special relationship,”
They would says Marc Goodman, an analyst with
SVB Leerink. “You could crystal-
have clearly see it. The briefing documents
unfettered were unprecedented. I’ve been doing
this job over 20 years and I’ve talked
access to the to people who have been doing it lon-
Alzheimer’s ger, and we’ve never really seen any-
thing like that before, where the FDA
market for is just working that closely with a
years.” company. They went to the [advisory
Colin Bristow, an committee] basically saying, ‘This
analyst at UBS drug’s getting approved.’ ”
February 8, 2021
That’s what’s different about adu-
canumab, and why investors are hold-
ing out hope. Biogen said that the
FDA had requested additional data
that needed more time for review. The
FDA’s deadline has now been pushed
to June 7 from March 7.
The delay and the unusual relation-
ships between the drugmaker and the
regulator make it difficult for inves-
tors to game out a decision. “This out-
come remains unanalyzable,” wrote
Piper Sandler analyst Christopher
Raymond.
On an earnings call this past week,
the company offered no further details
on the delay, but said it remained con-
fident in aducanumab’s approval. “We
continue to stand behind our clinical
data,” Biogen CEO Michel Vounatsos
said on the call. “We believe our re-
sults support approval.”
The company plans to spend $600
million launching aducanumab in
2021, a third of which is reimbursable
by its Japanese partner, Eisai (ES-
ALY). Biogen’s chief financial officer,
Michael McDonnell, said on the earn-
ings call that the company has allo-
cated a “significant portion of its man-
ufacturing capacity to aducanumab,” a
decision that would “impact 2021 re-
sults” if the drug doesn’t receive ap-
proval.
The full-court press comes as
things begin to look grim for many of
Biogen’s most important products.
Its best-selling drug, a multiple
sclerosis treatment called Tecfidera, is
competing with a brand-new generic
version after an unexpected court rul-
ing this past spring. Analysts expect
its sales to fall to $1.7 billion this year
from $4.4 billion in 2019, when it ac-
counted for 31% of Biogen’s total sales.
In addition, Biogen anticipates
“significant erosion” in U.S. sales of a
cancer drug, Rituxan. Its other multi-
ple sclerosis drugs are also facing
growing competition, as is its $2 bil-
lion-a-year spinal muscular atrophy
drug, Spinraza.
Biogen has another shot at a huge
neurology market in the second quar-
ter, when a large study of a depression
drug it is developing with Sage Ther-
apeutics (SAGE) returns data. A neg-
ative result, however, could hurt the
stock even more.
Illustration by Dan Page
Wall Street expects Biogen’s earn-
ings to drop sharply in 2021, to $20.22
a share from $33.70 a share.
Biogen, meanwhile, has doubled
and redoubled its bets on adu-
canumab, even authorizing two sepa-
February 8, 2021
rate $5 billion share repurchases since
December 2019. Analysts have seen
the buybacks as a bet by the company
on aducanumab’s approval; buying its
own shares in anticipation of a spike
when the FDA gives the nod.
“We are of the view that the more
prudent choice would be to save the
cash for [business development] in
case the decision does not go in com-
pany’s favor,” Citigroup’s Bansal
wrote in an October note about the
second buyback announcement.
Biogen defended the buybacks.
“Biogen is committed to allocating
capital efficiently, effectively, and ap-
propriately,” the company said in a
statement. “While share repurchases
are one component of our strategy, last
year alone we executed eight business-
development deals that have a total
value of roughly $3 billion.”
If aducanumab makes it to market,
it’s all fine for Biogen.
“The upside is incredible,” says
Colin Bristow, an analyst at UBS, who
says sales of aducanumab could be as
high as $20 billion a year. “They
would have unfettered access to the
Alzheimer’s market for years.”
But if the FDA disagrees, Biogen
could fall hard. The company issued
2021 sales guidance this past week
that fell well short of Wall Street ex-
pectations, even though it included
“modest” aducanumab revenue. In a
note that day, Bansal wrote that if ad-
ucanumab isn’t approved, the conser-
vative guidance “resets the downside
much lower,” and could mean the
stock will drop even further.
Aducanumab’s potential comeback
began months after Biogen said in
March 2019 that an independent data-
monitoring committee had deter-
mined that two large trials of the drug
were failing. (The company still ac-
knowledges that one study failed.)
After an analysis of data that wasn’t
available when the trial was stopped,
it now believes the second study actu-
ally found that patients on a high dose
of aducanumab experienced 22% less
clinical decline than those in the pla-
cebo group.
The FDA’s advisory committee dis-
agreed. The votes of advisory panels
aren’t binding, but the FDA rarely
ignores them. “The chances of this
getting approved in this cycle are ex-
tremely low,” Bansal says. “The panel
was overwhelmingly negative.”
That isn’t reflected in how the stock
is trading, however. Investors are tak-
ing the FDA’s collaboration with Bio-
gen as a sign that the agency wants to
say yes.
In meeting minutes quoted in the
joint briefing document, the FDA said
that the “wholly unique situation” of
the aducanumab program in the sum-
mer of 2019, when Biogen was review-
ing the data it received after the trials
were stopped, required that analyses
of the trial data be done “as part of a
bilateral effort involving” the FDA
and Biogen. The company says that it
worked with the FDA “in a collabora-
tive manner to achieve a maximum
understanding of the existing data
through a working group.”
T
hat collaboration was unusual
enough that the advocacy
group Public Citizen voiced
concerns to the FDA. Asked to
comment on the criticism that officials
had collaborated inappropriately, an
FDA spokesperson said that the
agency could not comment on pending
applications.
“The reality is it probably deserves
to have another study to prove that it
really works,” Leerink’s Goodman
says of aducanumab. “But it’s Alzhei-
mer’s, and that’s why I think things
are different....There’s nothing ap-
proved for Alzheimer’s. And I think
that the [FDA] division head is frus-
trated by that.”
There is undoubtedly an urgent
need to make new Alzheimer’s drugs
available. According to the Alzhei-
mer’s Association, 5.8 million Ameri-
cans are living with the disease today,
including 10% of Americans over 65.
Changing Fortunes
How Biogen's stock has reacted to developments on its Alzheimer's drug.
Biogen (BIIB / Nasdaq)
$400
March 21, 2019
Two late-stage
aducanumab trials halted.
350
300
250
200
Jan. 2019
BARRON’S
“While the trial data has led to
some uncertainty among the scientific
community, this must be weighed
against the certainty of what this dis-
ease will do to millions of Americans
absent treatment,” an Alzheimer’s
Association executive wrote in a pub-
lic comment submitted to the FDA
advisory committee.
So, it’s easy to understand the pres-
sure on the FDA to say yes. But ap-
proving a drug that might work could
make it harder to find one that defi-
nitely works.
“The reason we have a regulatory
agency is because science is difficult,
and we know that the only way we get
through to correct answers is being
rigorous and empirical,” says Dr. Peter
Bach, director of the Center for Health
Policy and Outcomes at Memorial
Sloan Kettering Cancer Center.
Once a treatment is approved, it
becomes harder to run trials of other,
possibly better drugs. And allowing a
drug company to reap huge profits
from a drug that doesn’t actually work
warps the incentive structure in-
tended to push companies to discover
useful drugs. “I think it would be a
great pity to see the drug approved,”
Bach says.
The FDA is caught in the middle,
and it couldn’t come at a more delicate
time as it seeks to shore up a reputa-
tion for rigor and independence that
has suffered over the past year.
The Biden administration has yet to
name an FDA commissioner; the
agency is being led by a longtime se-
nior official, Dr. Janet Woodcock,
FDA delays decision
Oct. 22, 2019
Biogen says it will seek
FDA approval based on
new analysis of data Nov. 6, 2020
from the halted trials.
FDA advisory panel
rejects evidence for
aducanumab.
2020
29
Blockbuster serving in an acting capacity.
If she is given the top job on a per-
In the Balance manent basis, that could be taken as a
Biogen’s positive sign for aducanumab. That’s
aducanumab because in 2016, in an eerily parallel
could rake in situation, Woodcock backed the ap-
proval of a Duchenne muscular dys-
$10 B trophy drug, despite the opposition of
the FDA’s advisory committee and
a year in sales, opponents within the agency. (Despite
or more, if it is the approval, insurers balked at pay-
approved by the ing for the drug.)
FDA, Wall Street Complicating the picture is Eli
analysts estimate. Lilly’s announcement in January that
its drug donanemab slowed decline in
early symptomatic Alzheimer’s pa-
tients by 32%.
The implications for aducanumab
are unclear: Some analysts suggest
that Lilly’s apparent success could
ease pressure on the FDA, with the
possibility of another therapy backed
by better data just a few years down
the line. But the success of do-
nanemab, which works on the same
general principles as aducanumab,
could also help shore up doubts
around the science behind the Biogen
drug and weigh in favor of approval.
If the FDA does approve adu-
canumab, analysts predict Biogen
shares could soar to around $450. If it
is rejected, Jefferies analyst Michael
Yee expects the stock to drop to be-
tween $180 and $220.
Biogen shares, which trade at 13
times forward earnings, in line with
that of major competitors, haven’t
closed below $200 since 2013.
Even in a best-case scenario for
Biogen, uncertainties remain. The
megablockbuster sales estimates for
aducanumab don’t factor in the possi-
ble near-term arrival of Lilly’s alter-
native. How deeply that could cut
Jan. 29, 2021 into Biogen’s sales depends on how
quickly Lilly could get its drug to
until June.
market.
In a statement, Biogen said it was
too early to talk about competition
between the drugs. “While we feel
that it is premature to speculate on
commercial uptake given that neither
aducanumab or donanemab are ap-
proved products, we welcome innova-
tion in Alzheimer’s disease where new
treatments are desperately needed,”
the company says.
The FDA’s delay gives investors
more time to decide how to play the
aducanumab conundrum. Precedent
suggests that Biogen will be disap-
pointed, and that the stock will dive.
2021 But it’s hard to dismiss the signs that
Source: FactSet something unexpected is in store. B
30 BARRON’S February 8, 2021

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February 8, 2021
FUND PROFILE
A Small-Cap Fund
Wins Big Without
Relying on Big Tech
By LEWIS BRAHAM
O
ne sign of a good leader is
commitment. In the busi-
ness world, that often
means someone who
puts their own money on
the line and sticks with a
company through good
times and bad. Few fund managers
are as committed as George Smith and
Chris Pearson of Davenport Small
Cap Focus. Both have worked their
Talking With George Smith and Chris Pearson
Co-Managers, Davenport Small Cap Focus Fund
entire careers at parent firm Daven-
port & Co., a Richmond, Va.–based
broker and financial advisor in busi-
ness since 1863.
Looking for that same managerial
commitment in the companies they
hold is key to the duo’s investment
strategy. They seek small companies
with executives who act as “owner-op-
erators”—those with large insider
ownership who behave more like the
devoted founder of a business than a
hired-gun executive who might cash
BARRON’S
in stock options and move on. This
strategy has enabled the fund (ticker:
DSCPX) to deliver an 19.4% five-year
annualized return, besting 99% of its
peers in Morningstar’s Small-Blend
category. The fund’s 0.97% expense
ratio is below average for an actively
managed fund.
Smith, 45, got his start as an ana-
lyst at Davenport in 1997 right after
graduating from the University of
Richmond with a degree in finance.
But his actual connection began even
earlier. “I had a relationship with a
broker at Davenport & Co. when I was
in my teens,” he says. “I had maybe
$500 in an account that my parents
started for me. I was very interested in
stocks, and I would call [my broker]
and badger him incessantly. The size
of my account was very misaligned
with the amount of attention that he
had to pay to me and the number of
calls that I put into him.”
Pearson, 36, also went to the Uni-
versity of Richmond. He got an intern-
ship at Davenport working for Smith
31
Pearson, left, and in 2006 and has been there ever since.
Smith look for small- The two work with 10 long-tenured
cap companies with
executives who act analysts, and everyone at the firm
as “owner-opera- invests in Davenport’s funds through
tors,” meaning those
their retirement plan—roughly $25
with large insider
ownership. That million of which was in Davenport
approach has led Small Cap Focus at the end of 2020.
Davenport Small
Cap Focus to out- “All of our employees continue to
perform competitors be invested alongside clients,” Smith
over the past five says. “It creates an alignment of inter-
years, while also
seeing a lower level ests and accountability.”
of volatility. Insider ownership can encourage
executives to think long-term and not
take unnecessary risks with their and
fellow shareholders’ money for a
transitory payout. The average stock
in Davenport Small Cap Focus’ port-
folio is currently about 16% insider-
owned versus the Russell 2000’s 7%,
Smith says.
Controlling individual-company
downside risk is essential as the fund
is concentrated—typically holding
between 30 and 35 stocks—so any
Photographs by
JUSTIN T. GELLERSON
32 BARRON’S February 8, 2021

losses from company blowups are greater depend on rising commodity prices. Yet Scoreboard: The Far Side
than in highly diversified portfolios. Hav- they are also leery of overpaying for stocks (Stocks continued to rise in anticipation of post-Covid growth. U.S. stock funds soared 3.18% on relief and
ing executives with skin in the game makes in hot sectors. Perhaps the most surpris- vaccine hopes. India Regional Funds rallied 6% on a faster-than-expected recovery from pandemic highs.
that less likely to happen. In fact, the fund ing aspect of the fund’s strong longer-term One Week Year-to-Date
has proven less volatile than its small-blend performance is its minuscule 4% weight-
category peers and the Russell 2000 in the ing in tech stocks and nonexistent health- U.S. STOCK FUNDS 3.18% 5.36%
TOP SECTOR / India Region Funds 6.32 6.33
past five years, and its worst loss—a drop of care exposure—two sectors that have re- BOTTOM SECTOR / General U.S. Treasury Funds – 1.34 – 3.17
28.5% from Feb. 1 through March 30 in cently driven the market higher. S&P 500 2.23 3.08
2020—compares favorably to the average In comparison, tech stocks and health- U.S. BOND FUNDS 0.03 0.06
Bloomberg Barclays AGG Bond – 0.35 – 0.91
fund’s 34.3% loss and the Russell 2000’s care stocks make up 15% and 21%, respec-
32.2% decline. tively, of the Russell 2000. The small-cap THE WEEK'S TOP 25
A typical investment for the fund is index did outperform Davenport for the Fund Investment Objective One Week Year-to-Date
Monarch Casino & Resort (MCRI). “In- past 12 months, but its annualized return
Cannabis Growth I / CANIX Specialty & Misc 18.89% 56.3%
siders own 25% of the company and the still lags behind the fund by more than American Gro Cannabis E / AMREX Specialty & Misc 15.42 41.5
CEO [John Farahi] 10%,” Smith says. “The two percentage points for the past three Jacob Internet Fund Inv / JAMFX Science & Tech 15.32 26.9
Farahi family founded this company, and and five years. Footprints Discover Val / DVALX Flexible Portfolio 14.65 34.1
Emerald Bank&Finance Ins / HSSIX Financial Services 14.08 18.3
it’s the consummate owner-operator situa- “It’s not that we refuse to invest in tech- Jacob Discovery Inst / JMIGX Small-Cap Core 13.62 28.7
tion. They’ve done an excellent job building nology,” Smith says, pointing out that the Eventide Expo Tech I / ETIEX Science & Tech 12.16 16.2
this from the ground up, essentially from a fund recently sold a highly profitable posi- Jacob Small Cap Gro Inst / JSIGX Small-Cap Growth 10.69 25.5
motor lodge into a billion-dollar enterprise tion in e-tailer Etsy (ETSY). “We just find Kinetics SO & CR Inst / LSHUX GL Sm/Mid-Cap 10.56 18.7
Fairholme Fairholme / FAIRX Flexible Portfolio 9.94 10.1
that we think can grow from here.” that in the world of smaller-cap technol- Kinetics SC Oppty NL / KSCOX GL Sm/Mid-Cap 9.77 16.9
Smith is particularly excited about the ogy, the business risk is elevated—the risk Roumell Opp Value Inst / RAMSX Mix Tgt All Mod 9.71 23.8
prospects of a casino Monarch acquired in of failure, rapid change or obsolescence. Bridgeway Ultra-Sm Co / BRUSX Small-Cap Value 9.60 23.9
Athena Bhvrl Tctcl I / ATVIX Multi-Cap Value 9.40 23.1
Black Hawk, Colo., in 2012, which it has There’s also a growth-at-any price phe- Morg Stan I Inc I / MSSGX Small-Cap Growth 9.24 42.4
recently renovated and expanded. nomenon in tech that’s occurring [today] Friess Small Cap Gr Inst / SCGFX Small-Cap Growth 9.14 24.2
Nor is he concerned about Covid-19 that may start to exhaust itself in the not Perkins Discovery / PDFDX Small-Cap Core 8.92 24.9
Kinetics Paradigm NL / WWNPX Small-Cap Growth 8.87 15.5
killing the business. In fact, during the too distant future.”
TANAKA Growth Fund R / TGFRX Multi-Cap Core 8.87 26.6
panic last March, he bought 200,000 Health care is similar, especially in Driehaus Micro Cap Gro / DMCRX Small-Cap Growth 8.60 20.1
more Monarch shares as the stock’s price small-cap biotech companies dependent on Kinetics Internet NL / WWWFX Science & Tech 8.57 12.1
fell to a 2020 low of $14. One reason for government approval for new drugs to suc- Morg Stan Insight A / CPOAX Multi-Cap Growth 8.51 13.0
Alger Mid Cap Fcs Z / AFOZX Mid-Cap Growth 8.43 14.1
his confidence: The fund’s strategy favors ceed, leading to “binary outcomes,” Pear- Franklin Str BD A / FBDIX Health/Biotech 8.43 7.7
companies with low debt and strong bal- son says. Oberweis Micro-Cap Inv / OBMCX Small-Cap Growth 8.40 20.7
ance sheets that can weather market The fund’s largest sector weighting cur-
storms. rently is its 29% position in consumer-dis- THE WEEK'S BOTTOM 10
“Monarch has arguably the best balance cretionary stocks. Historically, the fund’s Fund Investment Objective One Week Year-to-Date
sheet in the [casino] industry,” he says. allocation to the sector has been closer to Nvgtr Sentry Mgd Vol I / NVXIX Equity Mkt Neutral – 4.55% – 16.0%
Today Monarch stock trades at $55. 25%. “We feel good generally about the con- Gotham Short Strat Inst / GSSFX Alt Long/Short Eq – 3.37 – 3.5
Hussman Inv Strat Gro / HSGFX Alt Long/Short Eq – 3.37 7.3
Because the fund has a high-quality tilt, sumer right now,” Smith says. “If you just F/m Inv Euro L/S SC IS / BESMX Alt Long/Short Eq – 3.27 – 20.9
Smith and Pearson tend to avoid cyclical look at pent-up demand, savings, consumer PIMCO Extend Dur Inst / PEDIX Corp Debt BBB Rtd – 3.17 – 6.9
sectors like energy and mining, which credit metrics—all of it seems to portend ATAC Rotation Instl / ATCIX Abs Return – 3.15 3.4
healthy spending going forward.” Gold Bullion Strat Inv / QGLDX Precious Metals Eq – 2.80 – 6.2
Wasatch Hois US Tr Inv / WHOSX Genl US Treasury – 2.68 – 6.6
Besides Monarch Casino, the consumer Gotham Hedged Plus Inst / GHPLX Alt Long/Short Eq – 2.67 – 4.6
Davenport Small Cap Focus category also includes OneSpaWorld Forester Value N / FVALX Alt Long/Short Eq – 2.18 – 1.5
Total Return Holdings (OSW), a company that operates
THE LARGEST 25
1-Yr 3-Yr 5-Yr spas on cruise ships that has also suffered Assets 3-Year* 1-Week YTD
DSCPX 23.6% 14.1% 19.4% Covid lumps. The stock hit a low of $2.50 Fund (billions) Investment Objective Return Return Return

Small Blend Category 21.5 7.4 13.4

last March. But Pearson sees it as a safer American Funds Gro A / AGTHX $125.2 Large-Cap Growth 18.6% 3.04% 5.0%
way to play a recovery in travel. Fidelity Contrafund / FCNTX 110.3 Large-Cap Growth 16.8 2.85 3.2
Top 10 Holdings OneSpaWorld “doesn’t put up any of the American Funds EuPc R6 / RERGX 89.9 Intl Large-Cap Growth 9.6 2.70 3.1
Company / Ticker % of Assets American Funds Bal A / ABALX 87.7 Mix Tgt All Gro 8.2 0.92 1.5
capital” for having spas on ships, he says. American Funds Inc A / AMECX 74.9 Mix Tgt All Mod 5.5 1.01 2.2
Cannae Holdings / CNNE 6.4% “They just manage the spas and take a fee American Funds ICA A / AIVSX 67.2 Large-Cap Core 9.0 2.03 3.1
BlackRock Cash Inst SLA / 64.4 Instl Money Mkt NA NA NA
Monarch Casino & Resort / MCRI 6.1 for it, and they have a near-monopoly posi- American Funds Wash A / AWSHX 63.0 Large-Cap Core 8.6 1.84 2.6
tion.” Because it has a capital-light busi- American Funds CIB A / CAIBX 61.9 Global Equity Income 3.7 0.69 1.5
Evoqua Water Technologies / AQUA 5.2 American Funds FInv A / ANCFX 59.6 Large-Cap Core 10.1 2.43 3.1
Stewart Information Services / STC 4.0
ness, the company’s balance sheet is strong American Funds NPer A / ANWPX 58.9 Global Large-Cap Growth 16.7 2.42 4.3
enough to face the downturn. The market American Funds CWGI A / CWGIX 56.9 Global Large-Cap Core 8.1 1.67 3.4
Builders FirstSource / BLDR 4.0 T Rowe Price BC Gro / TRBCX 56.0 Large-Cap Growth 19.0 3.70 4.1
agrees: Today its shares trade at $10. MetWest Total Rtn I / MWTIX 53.5 Core Plus Bond 6.2 – 0.24 – 0.7
Lamar Advertising / LAMR 3.9 A recovery in travel spending is part of Fidelity Str Adv LgCp / FALCX 51.5 Large-Cap Core 0 2.51 3.7
Fidelity SA US Tot Stk / FCTDX 48.2 Multi-Cap Core 0 2.76 4.4
Colfax / CFX 3.8 the team’s thesis about pent-up consumer Fidelity Gro Company / FDGRX 44.7 Multi-Cap Growth 29.5 4.52 7.7
J&J Snack Foods / JJSF 3.0 demand. “Think about all of those trips to DoubleLine Tot Rtn I / DBLTX 44.2 US Mortgage 4.3 – 0.15 0.2
Fidelity Str Adv Cre Inc / FPCIX 41.9 General Bond 6.1 – 0.22 – 0.8
NewMarket / NEU 2.9 Vegas that were deferred, trips to New Fidelity Blue Chip Gr / FBGRX 41.3 Large-Cap Growth 29.7 4.54 7.8
York, spring breaks, cruises,” Pearson says. American Funds Gro R6 / RGAGX 40.5 Large-Cap Growth 18.9 3.02 5.0
Switch / SWCH 2.9 Fidelity Srs Inv Gd Bd / FSIGX 38.2 Core Bond 6.6 – 0.30 – 0.6
“People are going to be champing at the bit American Funds AMCP A / AMCPX 37.5 Multi-Cap Core 13.2 2.76 3.7
Total 42.2% to get out there” once the pandemic ends. PGIM Tot Rtn Bond Z / PDBZX 34.4 Core Plus Bond 6.0 – 0.35 – 1.1
Note: Holdings as of Dec. 31; Returns through Feb. 1;
And this fund will be ready for that T Rowe Price Cap App / PRWCX 34.4 Mix Tgt All Gro 13.0 1.92 0.9
three- and five-year returns are annualized.
Sources: Morningstar; Davenport Asset Management surge when it happens. B *Annualized 02/01/2018 to 02/04/2021. Through Thursday. Source: Lipper
February 8, 2021
F UN DS
When Great Returns
Can Mean Bad News:
More 2020 Perversity
C
hoosing a success-
ful actively man-
aged fund has
never been easy,
and 2020, with
its many quirks,
shined a light on
just how difficult it can be—even when
you think you have all the information.
Last year, more than two dozen
actively managed stock funds re-
turned more than 100%, versus the
Russell 3000’s 19% gain. That’s really
quite remarkable: In the past decade,
there hasn’t been even a single fund
that returned more than 100% in a
calendar year; it quite possibly never
happened before.
So, is this a sign that active man-
agement is “back?” Not quite.
“You see these incredible numbers
at the end of 2020 because of what
happened in that one-year period,”
says Daniel Wiener, chairman of Ad-
viser Investments. “But you shouldn’t
let that drive your investment deci-
sion, because these are one-offs.”
The top performers of 2020 are
mostly concentrated growth funds
from a handful of firms. The top three
funds are from ARK Investment Man-
agement, it has two others in the top
20; Morgan Stanley also has five
funds on the list. Baron Capital Man-
agement and Zevenbergen Capital
Investments each have a few funds
in the top 20.
While doubling your money is a
win for current investors, these out-
size gains pose problems for potential
investors trying to evaluate these
funds.
Now, savvy investors know that
BARRON’S
one-year returns are problematic, as
they’re representative of a fairly short
piece of market history and not neces-
sarily indicative of manager skill.
The No. 4 best performer, $1.6 billion
Morgan Stanley Inception Port-
folio (ticker: MSSGX), for example,
lagged behind the Russell 3000 index
in four out of the nine years prior to
By Evie Liu 2020, and barely matched the bench-
mark in two other years. Yet in 2020,
it returned 151%, nearly 130 percent-
age points ahead of the broad market.
Why? Two small companies that
focus on cloud computing—Appian
(APPN) and Fastly (FSLY)—returned
more than 300%. Those two stocks,
plus personal-styling service Stitch
Fix (SFIX), contributed to roughly a
third of the fund’s gain last year.
Even assuming that a manager is
skillful—rather than just lucky—in
owning a stock that skyrockets and
pulls the rest of the fund along with it,
such wild outperformance can also
Too Good to Be Repeated
Active management seems to have had a good 2020, but the biggest winners reached heights never seen
before—and that probably won't be seen again.
Annual return relative to Russell 3000
. evaluating a fund’s history: Returns
150 (percentage points) ARK Innovation ETF
Morgan Stanley Inception fund
100 Baron Partners fund
50
0 the beginning of a quarter and take it
-50
2011 2012 2013 2014 2015 2016
Source: Morningstar
More than two dozen actively managed funds
rose more than 100% last year. But was that
skill or luck? Let history be your guide.
be a harbinger of problems.
Ron Baron, for instance, is a
longtime, renowned bull on electric-
vehicle-maker Tesla (TSLA). In an
interview with Barron’s in early 2020,
Baron said he expected the electric-
vehicle maker to reach a $1.5 trillion
market value by 2030. Tesla stock
soared more than 740% last year and
is now halfway to that valuation. It
also is the single-biggest driver, by far,
of the 149% gain for the $7.1 billion
Baron Partners fund (BPTRX),
which beat the Russell 3000 by 128
percentage points.
The Baron Partners fund began
buying Tesla in 2014; its last
purchase was in February 2016 for
less than $40 per share. The stock is
now at $850. Co-managers Ron and
Michael Baron have trimmed the
fund’s Tesla position since then. At
the beginning of 2020, it had grown
to about 17%. The fund sold 20% of
its stake throughout 2020—but the
stock rose so quickly that by the end
of the year, nearly half of the fund’s
assets were invested in Tesla. “We are
more confident in Tesla’s business
fundamentals than we were at the
time of our last purchase,” says
Michael Baron, adding that the firm
is nonetheless mindful of portfolio
concentration.
That concentration could leave the
fund vulnerable to any sharp move-
ments in the stock. “You are taking a
big leap of faith when somebody has
almost 50% of their money in one
stock,” says Wiener, “You are not buy-
2017 2018 2019 2020
33
ing a fund; you are really buying a
stock. Everything else in comparison
is a rounding error.”
ARK founder Cathie Wood is also
a firm Tesla believer, but her actively
managed, $25 billion ARK Innova-
tion exchange-traded fund (ARKK)
has taken a more conservative ap-
proach. Tesla is the fund’s top holding,
but its weight is capped at roughly
10%, so it won’t overtake the portfolio.
The ARK ETF’s strong returns—it
was up 153% last year—can be attri-
buted to a wider range of stocks, in-
cluding Square (SQ), Roku (ROKU),
and Invitae (NVTA).
ARK Innovation has beaten the
Russell 3000 for five of the six years it
has been in existence, usually by per-
centage points in the single digits, and
never by more than 100 points, as it
did last year. “I don’t think we expect
to deliver over 100% return next year,
of course,” says Ren Leggi, client port-
folio manager at ARK. The company’s
targeted annualized return for the
next five to seven years is about 15%.
S
trong conviction is a good
thing in an active manager,
but it must be consistent and
repeatable. Yet even for sea-
soned investors who know to look at
a fund’s longer-term history, some of
these outsize gains may skew those
figures for years to come.
The Morgan Stanley Inception
Portfolio fund, for instance, has
returned an average of 46% over the
past five years. Remove 2020’s run-
up and the fund’s rolling five-year
annualized return since its inception
three decades ago drops to 10%—
roughly in line with the Russell 3000
index.
This highlights another wrinkle in
are measured at specific points to en-
able uniformity and make compari-
sons easier. These snapshots in time,
however, do not reflect how people
actually invest, Wiener says: “Most
investors don’t put their money in at
out at the end of the quarter.” Your
own personal performance could be
very different—for better or, usually,
for worse. B
34
T E CH T RADER
Amazon Sends a
Clear Message–Its
Future Is the Cloud
E
veryone knew the day
was coming, but in-
vestors still seemed
surprised by Jeff Be-
zos’ announcement
that he would be step-
ping down as CEO.
Amazon.com has never had another
chief executive, after all, and Bezos
built the business from scratch into
one of the world’s largest companies,
with 1.3 million employees, annual
revenue nearing $500 billion, and
a market value of $1.7 trillion.
No one has ever launched a com-
pany and steered it to a valuation of
more than a $1 trillion while still at the
helm. By that measure, Bezos is more
successful than Steve Jobs, Bill Gates,
Warren Buffett, Sam Walton, Walt
Disney, Henry Ford, Andrew Carne-
gie, or John D. Rockefeller.
Amazon (ticker: AMZN) shares
have appreciated every year since 2014,
increasing more than tenfold over that
span. The company has spent years
pressing its advantage in e-commerce.
It has a growing fleet of delivery trucks
and jets servicing vast warehouses
staffed by humans and robots.
And, yet, the real value driver has
been the emergence of Amazon Web
Services, an idea nurtured by Bezos’
longtime lieutenant, Andy Jassy—yes,
the man just named to replace Bezos
as CEO later this year.
In July 2002, Amazon issued a
short press release unveiling Amazon-
.com Web Services. Bezos said that
Amazon was “putting out a welcome
mat for developers,” adding propheti-
cally, “this is an important beginning
and new direction for us.” The word
BARRON’S
Many cloud stocks, which wouldn’t exist without
Amazon Web Services, trade at 20 times sales. At
the same multiple, AWS would be worth $1 trillion.
yet to be named will take over AWS.
If there’s any reason for caution
about Amazon, it would be a potential
leadership vacuum at AWS just as
competition in the cloud market is
heating up.
There are now real rivals for AWS,
although the precise math is fuzzy.
Alphabet (GOOGL) had $3.8 billion
in cloud revenue in the quarter, up
47%, and the company said its Google
Cloud Platform, which competes with
AWS, grew even faster. But that seg-
ment also includes Google Workspace,
which competes with Microsoft Office.
“cloud” wasn’t mentioned. Microsoft (MSFT) had “connected
Today, AWS is synonymous with cloud” revenue of $16.7 billion in its
cloud computing. In the fourth quarter, latest completed quarter, but that in-
it had revenue of $12.7 billion, boosting cludes more than just Azure, Micro-
the total for the year to $45.5 billion, soft’s direct rival to AWS. Microsoft
up 29%. AWS ended 2020 with a also puts Office 365 and a cloud ver-
backlog of $50 billion, 68% above the sion of its Microsoft Dynamics enter-
total a year earlier. The business has prise application business in its cloud
grown more than 475% since the end bucket. Oracle (ORCL) and IBM
By Eric J. Savitz of 2015, and next-year sales will easily (IBM) also claim substantial cloud
top $50 billion. Many cloud software businesses. But Amazon remains the
companies—most of which wouldn’t dominant player, and not by a little.
exist without AWS—are trading for
T
20 times sales or higher. Apply that here are several reasons
measure to AWS and the business that Amazon is unlikely
is worth more than $1 trillion. to miss a beat through
Jassy has served as CEO of Amazon the CEO transition.
Web Services since its humble begin- First, as executive chairman,
ning, and he became the logical suc- Bezos said he intends to spend time
cessor to Bezos after the recent retire- thinking about new products and
ment of Jeff Wilke, the longtime leader early initiatives, where he has always
of the company's retail business. thrived. “Keep inventing, and don’t
Taken together, there has been a despair when at first the idea looks
lot of change for Amazon in a short crazy,” he wrote in a letter to Ama-
period. Wilke’s successor, Dave Clark, zon employees last week. “Remember
has just settled into his new role. Jassy to wander. Let curiosity be your com-
is getting the top job. Bezos is moving pass. It remains Day 1.” Bezos is the
to executive chairman. And someone company’s largest investor, with a
Andy Jassy, who will become Amazon CEO
later this year, founded its cloud business
—Amazon.com Web Services—in 2002.
“This is an important beginning and
a new direction for us,” the company
said at the time.
February 8, 2021
stake worth about $200 billion.
Second, Jassy has been at Amazon
for 23 years. It’s the only place where
he’s worked since graduating from
Harvard Business School in 1997. He
has a strong reputation among Ama-
zon watchers, Wall Street loves him,
and Bezos trusts him. So, Jassy was
the obvious choice.
Finally, the transition is happening
at a moment of strength for Amazon. In
the fourth quarter, its sales were $125.6
billion, up 44% from the total a year
earlier, blowing past Wall Street esti-
mates. Profits of $14.09 a share in the
latest quarter were nearly double ana-
lyst forecasts, even though the company
spent more than $4 billion in the period
to protect workers against Covid-19.
Jassy was already running the most
important part of Amazon. This is no
longer an e-commerce company with a
cloud computing hobby; AWS is now
worth more than the retail segment.
And yet it’s hard to separate Ama-
zon from Bezos. The stock fell 2% on
the transition news, despite being
accompanied by the banner earnings
results. Any weakness could be a
buying opportunity. This past week,
Morgan Stanley analyst Brian Nowak
reiterated his Overweight rating on
the stock, upping his price target to
$4,200 from $3,900 and setting a
“bull case” target of $5,000, 50%
above Amazon’s recent close of $3,352.
His view is that Bezos will still be
around, Jassy knows what he’s doing,
the bench is deep, e-commerce is still
accelerating, and so is Amazon Web
Services.
The bottom line: Amazon is ready
for its post-Bezos close-up. B
David Paul Morris/Bloomberg
February 8, 2021 BARRON’S 35

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36 BARRON’S February 8, 2021

Q& A An Interview With Savita Subramanian, Head of

U.S. Equity & Quantitative Strategy, Bank of America

Adjusting
TotheBiden
Market
By LESLIE P. NORTON

I
t’s time to buy cyclicals and small-caps. That’s been a
bold call, especially for fund managers who have ac-
quired a “hot-stove mentality” after being burned over
the past 10 years. But this time, says Savita Subrama-
nian, Bank of America’s widely followed strategist,
outperformance could last for years, as it did after the
tech bubble burst. Finding promising investments is
even more important today, especially if the market itself
delivers lackluster returns, as she expects.
A double major in math and philosophy at the Univer-
sity of California, Berkeley, Subramanian is a heavy user
of quant data in her studies of investor sentiment, and has
been chief strategist since 2011. She recently chatted with
Barron’s about how the Biden administration will achieve
economic growth, and why—despite being the firm’s head
of ESG—she’s recommending energy stocks. Read the fol-
lowing edited excerpts for more.

Barron’s: President Biden has issued dozens of execu-

tive orders. How should investors digest these?
Savita Subramanian: They represent a few thematic
changes and a big break from the market leadership of the
past four years. This administration is less focused on asset
inflation and more on real inflation, in creating jobs and
reinvigorating the real economy, rather than just bolstering
stock market returns. From listening to this new adminis-
tration’s rhetoric, they’re not looking at barometers like the
S&P 500 index or investment returns as a metric of suc-
cess or failure. Instead, they’re focused on addressing some
of the bigger inequities in the market, like income inequal-
ity. That means we’re going to see less-great market re-
turns, but probably a bigger return in the economy overall.
Your market call is pretty tepid.
I’m one of the lowest forecasts on Wall Street. We’re looking
for 3,800 on the S&P 500. It’s a very tech-growth-heavy
Photograph by NATHAN BAJAR
benchmark. We’re looking for S&P
earnings to grow by about 20% this
year. Obviously, we’re expecting to see
some multiple compression. We’re
expecting to see a very strong economic
recovery. Our economists Michelle
Meyer and Ethan Harris are looking
for 6% growth on U.S. gross domestic
product. Most of that recovery should
take place in the second half of this
year as we see broad dispersal of vac-
cines and a more concerted, coordi-
nated reopening. It’s hard to be bear-
ish, given all the stimulus.
Here’s why we’re not bearish: Inter-
est rates are superlow, U.S. large-caps
offer great yields, relative to bonds,
and the Biden administration is laser-
focused on the economy. It’s hard to
see a recession-driven bear market.
The market was gripped by the
spectacular rise of GameStop
[ticker: GME]. What does it mean?
We’re seeing more and more of the de-
coupling of fundamentals from perfor-
mance. It’s always troubling to see, and
it smacks of speculation. A couple of
things: All of the action seemed to be
focused on the small-cap space. Compa-
nies with high short interest in the S&P
500 behaved normally, but those in the
Russell 2000 behaved very atypically.
The good news is this seems to be local-
ized in smaller-market-cap stocks, so
the impact is less extreme, and it’s em-
February 8, 2021
With expectations for a strong economic
recovery, Subramanian favors energy,
financials, industrials, and health care.
blematic of more speculative drama in
the market, rather than in more funda-
mental investing.
What would make you more
bearish?
If we saw interest rates rise meaning-
fully from here. A big portion of the
investor base today is retirees looking
for income, forced to buy the S&P
500. We’ve got really tight pockets of
the market where you could poten-
“In 14 of the past 14 recessions, the recovery was led by
value and cyclical. So, we’re going to see a value cycle.”
tially see an inflation spike. Two years
ago, we polled all of our stock analysts
to ask where they were seeing input
cost pressure and pricing power, and
the only two sectors they cited were
utilities and health care. We did the
same report a couple of months ago,
and almost every analyst cited infla-
tionary pressure.
Today, close to 70% of stocks pay
a dividend that’s higher than the 10-
year Treasury, which is very close to
a record high. [The 10-year currently
yields 1.12%.] If rates rise to 1.75%,
which our economist is expecting, that
proportion drops to 44%. And all of a
sudden, that story vaporizes. That’s
the swing factor. And that’s one rea-
son we’re less optimistic about equi-
ties, not to mention all of the
speculations we see.
The similarities between today and
2000 is democratization and retail
participation in the market, the decou-
pling of fundamentals from price.
The last time we’ve seen earnings sur-
prises met with negative reactions, as
we’re seeing now, was in March 2000.
The other similarity is our sell-side
indicator, a very good market-timing
model that looks at Wall Street’s aver-
age recommendation to stocks in a
balanced fund. That model is now spit-
ting out close to 60%, which would be
a sell signal, close to 2007 and almost
exactly at the same level as March
2000. All of these ducks are lining up.
So, what should investors do?
Focus on GDP-sensitive areas of the
market that haven’t done well for al-
most a decade. Our sector overweights
include financials, energy, industrials,
and health care. We find some pent-up
manufacturing demand from an un-
precedented paralysis in the manufac-
turing and services economy. We’re
more bullish on business investment
than on consumption of durable goods.
Within consumption, we’re more bull-
ish on a pickup in consumer services
than a pickup in consumer goods.
Based on our credit-card data for 2020,
unlike in the usual economic recession,
spending trends remain strong. We
had the fastest bear market. The Fed,
fiscal policy, and Corporate America
basically stepped up and staved off
BARRON’S
what could have been a deeper reces-
sion. Spending took place in home
goods and the higher-end consumption
areas of the market. Those areas could
be at risk in 2021. Our sector under-
weights are communication services,
which are half-growth, half-bond prox-
ies; real estate; and staples.
In 14 of the past 14 recessions, the
recovery was led by value and cyclical.
So, we’re going to see a value cycle.
Growth stocks are overly discounting
this low-rate, low-growth environment.
An easier call to make than value is
another area nobody wants to touch—
smaller companies, because of liquid-
ity, because of the oligopolistic market.
We could be at the start of a longer-
lived small-cap cycle, which tends to
last eight to 10 years.
What about the technology and
megacap parts of the market?
Coming out of the tech bubble, value
outperformed growth for at least
seven years. Some cycles last awhile.
What surprises me is how reluctant
fund managers or institutional inves-
tors are to shed exposure to that past
leadership when we’re at what looks
like a break point in terms of the econ-
omy and the political environment. It’s
the hot-stove mentality, because every
year since 2008, where anyone has bet
on rising interest rates and inflation,
they’ve basically been smacked down.
More immediately, any potential
reversal in Trump-era corporate tax
cuts, which would make sense to fund
all of the growth, would hit communi-
cation services and information tech-
nology: the two leadership sectors
most overweighted by fund managers.
Let’s talk about ESG.
We’ve really seen a demonstrable and
well-articulated pivot of Corporate
America in terms of how they’re aim-
ing to please. They’ve gone from
shareholder to stakeholder returns.
That’s huge. They’re articulating and
essentially promising us they care
about the communities in which they
operate, their employees, and cus-
tomer satisfaction beyond the bottom
line. I don’t think it’s anticapitalist.
But I think it’s a new way of thinking
about capitalism. The corporate stim-
37
Even with the pivot toward ESG,
energy companies will stay relevant
for a long time to come.
ulus during Covid-19 was sizable,
equivalent on some level to fiscal and
Fed stimulus. It was at least $1 trillion
of support from Corporate America.
Companies repurposed manufactur-
ing to create ventilators, engaged in
loan forbearance for consumers, made
monetary donations. My own com-
pany initiated layoff freezes. It quelled
a lot of consumer fears.
There’s a learning curve that has
been adopted by investors in terms of
separating the real from the green-
washing. We’re also seeing big
changes in the information that inves-
tors are being given about companies.
Companies have realized that if they
don’t publish a corporate sustainabil-
ity report, they’re going to trade at a
discount to their peer that does. So,
that transparency and explosion in
data is huge from an investor perspec-
tive. All of a sudden, you can codify all
of these factors we once only thought
about. But ESG is always going to be a
messy process. There’s always going
to be this interpretive element to it.
Yet despite being the global head
of ESG for your firm, you’re over-
weight the energy sector.
Renewables companies have done well,
despite the fact that we had four years
under an administration that wasn’t
focused on these themes. It’s really
great that ESG investors today have an
ally in the White House. Yet you don’t
need mandates from Washington poli-
ticians to get going. Investors realized
that the future is renewables and are
Why Inflation slowly phasing out traditional com-
modities. But we still need to keep the
Is a Bear lights on, and things going, to get to
Inflationary carbon neutrality. There’s an opportu-
pressures nity to buy traditional energy compa-
could increase nies that are setting more-aggressive
rates and drive goals of environmental compliance, but
retirees seeking are also providing much-needed fuels
income out of to keep, to reintegrate, the economy,
stocks. because we aren’t at the point where
we can do everything on wind and
70% solar. So, we’re actually overweight
energy, which draws a lot of raised
Percentage of eyebrows. I feel totally comfortable
stocks that pay a with that because energy companies
dividend above the are essentially reinventing themselves.
10-year Treasury,
now at 1.12%. Thanks, Savita. B
38
THE EC ONOMY
January’s Jobs Report
Underscores Urgency
Of Vaccination Push
T
he U.S. recovery
has paused, with
private sector busi-
nesses adding just
6,000 jobs in Janu-
ary. At that rate, it
would take 119
years before employment returned to
the prepandemic level of February
2020. Good thing, then, that hiring
should pick up as more consumers get
vaccinated and more money gets dis-
tributed by the federal government—
but the latest numbers suggest it could
be a rough slog until then.
Start with the bad news from the
establishment survey portion of the
jobs report. Retailers, warehouses,
and delivery services lost a combined
69,000 jobs in January on a season-
ally adjusted basis. Construction and
durable-goods manufacturing—two of
the most reliably cyclical sectors in the
economy and among the most obvious
beneficiaries of the booms in home
building and car-buying—lost a com-
bined 20,000 jobs. The health-care
sector cut 30,000 jobs. For all of these
categories, January was the first nega-
tive month since April. Those sectors
had done well in December even as
the viral outbreak worsened, adding a
combined 220,000 jobs, but their
good fortune seems to have run out.
State and local governments also
continued to cut their noneducational
workforces, shaving almost 20,000
jobs in January. The most obvious
bright spot was the apparent surge in
hiring at public and private schools,
which theoretically added almost
120,000 jobs on a seasonally adjusted
basis. But those gains are likely arti-
BARRON’S
facts of a broken seasonal-adjustment
algorithm more than anything else.
School employment normally falls
about 4% between December and Jan-
uary. This year, the drop was only 3%,
but from a much lower base.
Unsurprisingly, the separate survey
of households that is part of the jobs
report found no meaningful change in
By Matthew C. the jobless rate after accounting for
Klein the surge in the number of people who
aren’t counted as being in the labor
force due to the pandemic. This ad-
justed measure has been flat at just
above 9% since October, because the
drop in the number of unemployed
has largely been offset by the rise in
the number of people who have tem-
porarily left the labor force. Worry-
ingly, the share of Americans who are
Snapping Back
Several high-paid sectors fell far harder in 2020 than in 2008 but have also rebounded much more
quickly, with particularly sharp gains in the past few months.
Payroll employment, cycle start = 100
100
98
96
94
Feb. 2020 ’21
Bureau of Labor Statistics; Barron's calculations
Temporary-help employment rose by 3.1% in
January, the fastest rate since October. The temp
sector is often a bellwether for hiring elsewhere.
counted as unemployed who have
been jobless for 27 weeks or longer
has soared to 40%, the highest level
since 2012.
That’s not to say there isn’t any
good news in this month’s report. The
third wave of the viral outbreak seems
to have crested, as have the associated
job losses in leisure, hospitality, and
personal services. Those sectors lost
about 54,000 jobs in January, which is
far less severe than the 554,000 jobs
lost in December. Bars and restau-
rants shed slightly fewer jobs in Janu-
ary than they did in November.
And some sectors actually did well.
Employment at temporary-help ser-
vices rose by 3.1% in January—the
fastest monthly growth rate since Oc-
tober, and significantly faster than the
average monthly growth rate from
August through December. Temp
agencies are extremely sensitive to the
business cycle, with hiring there often
anticipating gains in permanent em-
ployment elsewhere.
E
ven more encouraging are
the data for several highly
paid sectors. Earlier in the
pandemic, job losses in fi-
nance, tech, and consulting were far
smaller than at restaurants or den-
tists’ offices, but they were neverthe-
less alarming because they implied
Finance and
Insurance
(corona crisis)
Tech (corona
crisis)
Consulting
(corona crisis)
Tech (financial
crisis)
Consulting
(financial crisis)
Financial and
insurance
(financial crisis)
February 8, 2021
that the pandemic would do long-
term damage to the broader economy.
And while layoffs were comparatively
low, Indeed’s chief economist Jed
Kolko found that high-paying em-
ployers were among the most aggres-
sive at cutting job postings because
they wanted to avoid saddling them-
selves with expensive labor at a time
of economic uncertainty.
While the financial sector has had a
mild downturn during the pandemic
compared with the 2008 crisis, the
tech and management consulting in-
dustries initially shed far more jobs
than during the worst of the financial
crisis. As of last month, however, em-
ployment in all three has either re-
turned to where it was before the pan-
demic or is now even higher. What’s
more, Kolko says that hiring for tech
and finance is accelerating, with job
postings up more than 20% and 11%,
respectively, since the end of Septem-
ber—a sign of rising business confi-
dence in the state of the economy
once the acute health crisis passes.
There is also good news in the
household survey, which implies that
total employment rose by 381,000 in
January after adjusting for the latest
Census population estimates. That
would be the best month of growth
since October. Even better, the gains
were led by full-time jobs, which
were up more than 300,000. That
helped contribute to the drop in the
number of Americans working part
time who would rather be working
full time, as well as the massive drop
in unemployment.
The new population estimates,
however, are potentially a cause for
concern. For the past three years,
annual population revisions have
cumulatively reduced the number of
American adults by 2.1 million peo-
ple, with the active labor force
shrinking by a total of 1.2 million.
That’s the biggest three-year decline
on record, by far.
Money from the government
should be able to tide over workers
and businesses until vaccinations
restore normalcy. The clock is tick-
ing. B
Email: Matthew.Klein@barrons.com
February 8, 2021
MAILBAG
Send letters to Mail@Barrons.com. To be considered for
publication, correspondence must bear the writer’s name,
address, and phone number. Letters are subject to editing.
Reining In
Extreme
Leverage
To the Editor:
As the GameStop frenzy shows, there is a problem with
how our current markets operate (“Squeeze Play,” Cover
Story, Jan. 29). As many focus on the socio-political as-
pects of this situation, they are missing the main problem:
U.S. regulators stopped doing their jobs over a decade ago.
One thing that needs to be reined in that should have
been obvious for at least six months to the Securities and
Exchange Commission is the extreme amount of leverage
in our system: Margin debt has increased at a greater-
than 60% rate during that time, breaking the previous
records last seen in 2000 and 2008. One short-term,
common-sense solution to some of this volatility would be
not to allow any investor to sell short a company no mat-
ter what its prospects are if the level of short position
outstanding is greater than 100%. GameStop’s was 140%
before this started.
Brad Brooks
East Hampton, N.Y.
To the Editor:
To understand the wisdom of GameStop investors,
BARRON’S
consider this fictional scenario. Con-
sumer Reports puts out a negative
rating on a $100 vacuum cleaner.
Millions of Reddit users then con-
spire to punish Consumer Reports by
purchasing the vacuum en masse.
During the feeding frenzy, retailers
obey the law of supply-and-demand
and keep marking up the vacuums
until the price reaches $1,000. When
the dust settles, a Reddit user posts a
photo of himself and his new vacuum
with the caption, “Consumer Reports
was wrong, and I have a $1,000
vacuum cleaner to prove it!”
Bill Callahan
New Bedford, Mass.
Short Squeezes
To the Editor:
A long time ago in a galaxy far, far
away, it was generally understood that
stocks with high short interest under-
perform over time (“How Small-Cap
Fund Managers Are Navigating the
GameStop Mess,” Funds, Jan. 29). The
past two weeks notwithstanding, it has
typically been a poor strategy to invest
in stocks with high short interest. Short
squeezes are not well understood be-
cause they are rare, hard to quantify,
and defy conventional wisdom.
I have lived through several acute
short squeezes during my 20 years in
the market, and history tells us that
they typically don’t last long. Within
the data set I’ve compiled, the average
short squeeze lasted 12 trading days
(GameStop squeeze lasted 10 days).
History also tells us that when a short
squeeze eventually exhausts itself, the
price reversal is fast and severe. The
stock price typically declines 50%
within the next three to four trading
days. The full round-trip retracement
back to the presqueeze stock price
takes an average of 72 trading days to
play out.
The market is impossible to pre-
dict in the short run, but over time,
fundamentals and valuation matter.
A strategy based on chasing deterio-
rating businesses in hopes of igniting
a short squeeze does not seem like a
sustainable long-term plan. With or
without short sellers, businesses
become obsolete and the creative
destruction of the system replaces
them with something else. Invest
accordingly.
Ben Mackovak
Cleveland
Past Its Prime?
To the Editor:
As a member of WallStreetBets since
2018, I have witnessed many of the
Redditors’ schemes over the past few
years (“WallStreetBets May Be Unique,
but That Doesn’t Mean It’s Not a Bub-
ble,” Up & Down Wall Street, Jan. 29).
The recent media coverage of the group
of retail traders has painted them as an
unstoppable, coherent force. While this
might be true with the GameStop fi-
asco, there have been countless failed
attempts to rile support to a failed
company or “meme stock.”
However, many of WallStreetBets
subscribers are competent investors
who can provide compelling predic-
tions and valuable due diligence. The
recent spotlight on the Reddit group
has caused millions of outsiders to
flood the message board with less
respectful stock suggestions and
countless “pump and dump” traps.
It’s a shame the broader population
will not be able to witness WallStreet-
Bets in its prime.
Demetrius Pyo
Pittsburgh
Illumina’s Prospects
To the Editor:
It seems to me that James Anderson
may be overly optimistic about Illu-
mina over the next 10 years (Barron’s
“It’s a shame the broader population
will not be able to witness
WallStreetBets in its prime.”
Demetrius Pyo, Pittsburgh
39
The Readback, a podcast taking you
inside the latest stories, is available
wherever you listen to podcasts.
Roundtable, Part 3). At no point did
he mention that Illumina’s gene-
sequencing technology has been sur-
passed by Pacific Biosciences of Cali-
fornia, which it attempted to merge
with just over a year ago. The merger
was disallowed by regulators due to
the potential monopoly it might have
created. Since then, Pacific Biosci-
ences stock has appreciated over
600%. Although I am no expert in
genomic technology, it seems that
Illumina is running a generation
behind Pacific Biosciences in its
core business, similar to what Intel
has done in the chip industry.
Richard Peterson
San Rafael, Calif.
Futures Funds 101
To the Editor:
Of all the investments mentioned in
“After 10 Years of Underperfor-
mance, Commodities Are Set to
Boom. Here’s How to Play the Rally”
(Jan. 29), one that requires a lot of
study is investing in futures funds
such as U.S. Oil, because of the ef-
fects of contango and backwardation.
These concepts are not the easiest
to grasp, but what they amount to is
the fact that futures contracts need to
be rolled over in these funds from
month to month, and the costs can be
significant—such that, while the
price of a commodity goes up, the
price of your exchange-traded fund
can go down.
This is something that the average
investor should understand before
considering these investments to
avoid getting an unpleasant surprise.
Christopher Galik
On Barrons.com
40 BARRON’S February 8, 2021

  
    
is one of only four U.S. equity funds to
have exceeded their benchmark1 for
six consecutive years.

While this achievement measures a point in time,

our active management approach to crafting
portfolio-worthy performance happens every day.

Thrivent Asset Management

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month-end. Investing involves risks, including the possible loss of principal. The prospectus and summary prospectus contain more complete
information on the investment objectives, risks, charges and expenses of the fund, and other information, which investors should read and consider
carefully before investing. Prospectuses and summary prospectuses are available at thriventfunds.com or by calling 800-521-5308.
1
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Equity Funds that had a 10-year history and current assets under management of at least $100 million. The benchmark for the Thrivent Small Cap Stock Fund is
the Russell 2000 Index which measures the performance of U.S. small-capitalization equities.
Thrivent Distributors, LLC is a registered broker-dealer and member of FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.
© 2021 Thrivent 3434945-020221
MARKET WEEK
February 1 through February 5, 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 Russell 2000

31,148.24
52-wk: +7.03% YTD: +1.77% Wkly: +3.89%
3886.83
52-wk: +16.80% YTD: +3.48% Wkly: +4.65%
13,856.30
52-wk: +45.54% YTD: +7.51% Wkly: +6.01%
2233.33
52-wk: +34.80% YTD: +13.09% Wkly: +7.70%

Keep Calm 8%
The S&P 500, Dow Jones Industrial
Average, and Nasdaq moved less than
0.15% on Wednesday. Even GameStop
stock hardly budged.
6
Rebounding
Stocks opened the week with a broad rally,
coming off of the prior week’s slump.
The Nasdaq Composite jumped 2.5%.
4

In Lockstep 2
All 11 S&P 500 sectors gained—moving Cowabunga!
in the same direction for the fifth-straight The S&P 500, Nasdaq, and Russell 2000
session Tuesday. Thank vaccine and stretched their winning streaks to a fifth day
stimulus optimism. on Friday. All three closed at record highs.
0
Monday Tuesday Wednesday Thursday Friday Close
Source: Barron’s Statistics

Y
a gotta believe, reliever declines—and a fast one. At the end of Management’s services survey not only

THE TRADER Tug McGraw said of

his 1973 New York
Mets before they went
Friday a week ago, we were concerned
that the derisking—market jargon for
selling—that hedge funds had to do
topped expectations, but the new-order
and hiring components pointed to fur-
ther growth ahead, and durable-goods
on to win an unlikely following the GameStop (ticker: orders topped expectations as well. The
National League pen- GME) short squeeze would last economy should also get a lift from
nant. Investors awhile. Instead, it appears that the more stimulus payments, whether

The Market seemed to have embraced the same

sentiment for this stock market, which
pros had derisked so much during the
last week of January—Fundstrat’s
through a bipartisan agreement or the
Democrats passing a $1.9 trillion relief

Strikes Back. continues to put every setback behind

it as it marches to record highs.
The Dow Jones Industrial Average
By Ben Levisohn Tom Lee called it the “largest [hedge-
fund] degrossing in a decade, second
only to March 2020”—that they had to
package on their own.
But the real driving force has been
improving Covid-19 news. The weekly
But Keep advanced 1,165.62 points, or 3.89%, to
31,148.24 this past week, while the S&P
reload this past week.
They certainly had reason to. Let’s
number of new cases has dropped 30%
from two weeks ago. New vaccines will
Your Eye on 500 rose 4.6%, to 3886.83, and the
Nasdaq Composite gained 6%, to
start with the economic data. While
January’s payroll report was a disap-
be on the scene soon, with Johnson &
Johnson (JNJ) filing for emergency-use
Fed Vader. 13,856.30. The Russell 2000 left them
all behind with a 7.7% jump to 2233.33.
pointment—the U.S. added just 49,000
jobs, and December’s losses were re-
authorization and Novavax (NVAX)
heading in that direction. At this pace,
It was a striking turnaround fol- vised even lower—everything else reopening should happen on schedule,
lowing the previous week’s 3%-plus came up roses. The Institute for Supply letting people who work at restaurants,
M2 BARRON’S February 8, 2021

hotels, and elsewhere get back to work.
“The market is projecting that we see the
economy pulling out of the worst of the pan-
demic in the second half of the year,” says
Quincy Krosby, chief market strategist at
Prudential Financial.
Is it ever. The Energy Select Sector
SPDR exchange-traded fund (XLE) gained
8.2% this past week as oil prices climbed
8.9% to $$56.85 a barrel, the highest since
January 2020. The Financial Select Sector
SPDR ETF (XLF) got a boost as the 10-year
Treasury yield climbed to its highest level
since March. Both are signs of coming
growth. On the flip side, Clorox (CLX), one
of Covid’s biggest beneficiaries, tumbled 8%
despite reporting better-than-expected earn-
ings and offering above-consensus guidance.
No one, it seems, wants to own a stock so
closely connected to the lockdown narrative.
Wall Street is starting to believe in the
reopening, too. Macquarie’s trading desk
now expects the U.S. economy to grow by
1.3 percentage point, it could become a prob-
lem for the stock market, explains Sevens
Report’s Tom Essaye. “Historically, [a steep-
ening yield curve is a] good sign for both the
economy and stock markets in the coming
months and quarters,” he writes. “But it is
also an early warning sign that the clock is
ticking on how long the Fed will remain on
hold, or easy, before beginning to hike rates
and tighten financial conditions to combat
the threat of runaway inflation.”
The Fed, of course, has done its best to
convince the market that it won’t start rais-
ing interest rates until 2023, no matter what
markets do. How much more stocks can gain
could depend on whom investors believe.
Quality Control
It was a crazy time. Left-for-dead stocks
were soaring. Short sellers were taking a
beating. And everyone wondered whether
too much “liquidity” was inflating bubbles.
It was 2003.

IBKR charges
7.1% in 2021, including inflation, up from
its previous 4.7% estimate. It would be the
strongest growth since 1983. Analysts, who
have been only too happy to leave forecasts
1
margin loan rates
unchanged despite earnings beats, have
started to change their tune, increasing
their S&P 500 earnings estimates for 2021
by 2.6% this earnings season, according to
The GameStop saga, as a market event,
appeared to come to an end this past week.
GameStop’s stock fell 80% to $63.77, and
while that was still more than three times
higher than it had been at the end of 2020,
its ability to captivate had seriously waned.
Yes, politicians are still calling for investi-
gations and planning regulations. Reddit

from Barclays strategist Maneesh Deshpande.

“Analysts might be playing catch-up with
their revisions as companies update their
traders continue to rally around the belea-
guered videogame retailer. And talk of
“rigged markets” and the “democratization

0.75% to 1.59%
2021 outlooks,” he explains. of trading” and the “revolt” of the little guy
Yet investors might want to listen to the continues to ring through the electronic
bond market. The yield curve, as the differ- halls of Wall Street and beyond. Even bear-
ence between short- and long-term bonds is ish equity strategists have gotten into the
known, has been steepening rapidly, rising game, calling GameStop’s rip a sign of a
above one percentage point last week in the market bubble that will surely pop any day.
two-year/10-year curve. In the short term, If only it didn’t sound so familiar. Here’s
that’s simply a reflection of stronger growth how the Trader column described the situa-
expectations and more inflation, and some- tion in May 2003, when the dot-com bust
thing the Federal Reserve governors are had finally come to an end: “There are
almost certainly happy to see. emerging hints of the kind of speculative
But everything has its limits, and as the pique and latent selling pressure that can
spread between the two bond yields nears undermine strong markets. Riskier sectors
ibkr.com/compareus
Vital Signs
Friday's Week's Week's
Close Change % Chg. Last Week Week Earlier
NYSE Advances 2,845 738
Interactive Brokers Rated #1 DJ Industrials
DJ Transportation
31148.24
12788.51
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+700.52
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Best Online Broker 2020 by Barron’s* DJ Utilities 872.25 +19.85 +2.33 Unchanged 30 49
DJ 65 Stocks 10287.50 +410.49 +4.16 New Highs 492 493
DJ US Market 986.12 +46.72 +4.97 New Lows 26 54
Trading on margin is only for sophisticated investors with NYSE Comp. 15069.60 +672.40 +4.67 Av Daily Vol (mil) 5,102.4 7,269.0
high risk tolerance. You may lose more than your initial investment. NYSE Amer Comp. 2529.82 +113.67 +4.70 Dollar (Finex spot index) 91.00 90.58
S&P 500 3886.83 +172.59 +4.65 T-Bond (CBT nearby futures) 166-230 168-230
Member - NYSE, FINRA, SIPC – *Interactive Brokers rated #1, Best Online Broker according to Barron’s S&P MidCap 2476.67 +136.55 +5.84 Crude Oil (NYM light sweet crude) 56.85 52.20
Best Online Brokers Survey of 2020: February 21, 2020. For more information see, ibkr.com/info - S&P SmallCap 1252.75 +64.04 +5.39 Inflation KR-CRB (Futures Price Index) 181.39 174.20
Barron’s is a registered trademark of Dow Jones & Co. Inc. [1] Margin Loan rate as of 02/01/2021. Nasdaq 13856.30 +785.60 +6.01 Gold (CMX nearby futures) 1810.90 1847.30
IB calculates the interest charged on margin loans using the applicable rates for each interest rate tier Value Line (arith.) 8610.47 +495.31 +6.10
listed on its website. Rates shown apply to IBKR Pro clients only. Rates subject to change.
Russell 2000 2233.33 +159.69 +7.70
For additional information on margin loan rates, see ibkr.com/interest 02-IB21-1400CH1358 DJ US TSM Float 41074.00 +2017.51 +5.17
February 8, 2021
Industry Action
Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*
Oil & Gas
Financials
Technology
Industrials
Consumer Services
Consumer Goods
Basic Materials
Utilities
Health Care 1.18
Telecommunications 0.81
* For breakdown see page M36.
are outperforming the broader market.
Small-cap stocks have roared ahead of larger
ones in the past few weeks....Low-priced
stocks, many of which got that way for very
good reasons, have been jumping for months
now.” We could have pasted that into just
about any Trader column in recent weeks.
The comparisons don’t stop there. Re-
cent headlines highlighting losses at Melvin
Capital and other short-selling hedge funds
also echo ones in 2003. Just one of 17 short
funds finished with a positive return that
year, with Rocker Partners, a prominent
short fund, finishing the year down 36%.
The fund’s David Rocker said it left him feel-
ing like “Alice at the Mad Hatter’s Ball.” That
quote could come from any short seller now.
What the shorts forget is that when a
recession ends, crappy companies, particu-
larly those that appear to have no future,
rally. In 2003, the list included Lucent, the
former Bell Labs; Yahoo!; and Research In
Motion, known today as BlackBerry (BB).
Today, it’s names like GameStop, AMC En-
tertainment Holdings (AMC), and, well,
BlackBerry. That actually makes sense:
When the U.S. falls into a recession, the
weakest companies file for bankruptcy pro-
tection, while the rest buy themselves some
time. “We’re at the stage [in the business
cycle] when you expect lower-quality com-
panies to do better,” says Barry Knapp, man-
aging partner at Ironsides Macro Economics.
In the 12 months from the October 2002
bottom, the S&P 500 Quality–Lowest Quin-
tile Index rose 38%, doubling the S&P 500’s
19% rise. Low-quality stocks also outper-
formed coming out of the recession in 2009,
with their index gaining 69% to the S&P
500’s 47% gain over the 12 months begin-
ning in March of that year. (High-quality
companies have high returns on equity and
less financial leverage, among other factors,
according to S&P. Low-quality ones don’t.)
We’ve yet to see that kind of performance
BARRON’S M3
8.14%
6.08
5.94
5.72
5.39
4.82
4.38
2.38
ENERGY SECTOR OF
Source: S&P Dow Jones Indices
THE S&P 500 IN ONE ETF
since the March 2020 bottom—low quality
has gained 40%, lagging the S&P 500’s 44% Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
rise—but it might simply be early in the pro-
cess. The bear market, after all, lasted a
mere 19 days. The low-quality rally, if it does An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a
show up, should have legs. It certainly did prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the
following the bear-market bottoms in 2002
prospectus carefully before investing.
and 2009, when the outperformance in 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.
those stocks continued for a second year.
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.
That could mean opportunities still exist in
some low-quality areas of the stock market. ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
Still, once the bounces are finished, lon-
ger-term games can be hard to come by.
Some companies disappear, others go on to
dominate their industries, and still more just
fight to exist, with their stocks going no-
where for a decade or more.
That was the case with utility AES
(AES). It got hit hard, as did many utilities,
following Enron’s collapse, and traded for
under a buck in October 2002. A short
squeeze drove it as high as $8.35 by June—
Don’t settle
an astounding 781% rise—and then as high
as $25.52 in June 2007. Since then, it has
never closed higher than those 2007 highs.
Until now. AES, which has a large renew-
for average.
able-energy business, finally broke out of
that range when the Democrats won control
of the Senate in January. That, combined
with a subsequent pullback, caused Ever-
core ISI technical analyst Rich Ross to call it
a “high conviction long” offering a “table-
pounding 14-year base breakout.”
But it isn’t just the technicals that make Upgrade your financial advisor at
AES, which now trades at $26.86, look at-
tractive. Its profits took a hit from the Covid barrons.com/directory
lockdown, but not as big a hit as expected.
And it should get a boost from President Joe
Biden’s climate plans and the push to reduce
emissions. The company has also—finally—
gotten past all its problems from nearly 20
years ago by earning an investment-grade
rating from S&P in November.
After more than a decade in the wilder-
©201 9 Dow Jones & Company. All Rights Reserved. 2E200
ness, AES may be ready to run again. B
M4
EUROPEAN TRADER
Danone Responds to
Activist’s Call for Change
By Pierre Briançon
T T
here is something to be said in
Emmanuel Faber’s defense.
The 57-year-old chairman and
chief executive of Danone,
who took the helm of the French food
company in October 2014, has been re-
strained on his compensation. He pre-
sides over a gender-balanced board of
directors, and has been keen to refocus
his company’s brands on “healthy” food
and products.
Has he been too focused on sustain-
able development to the detriment of
shareholder value? That is what an activ-
ist fund, Bluebell Capital Partners,
thinks, and said as much in a letter sent
in November to Danone’s (ticker:
BN.France) board. The letter suggested
that Faber should be replaced with some-
one who will pay more attention to inves-
tors’ concerns.
The numbers suggest that Bluebell
may have a point. Since the month Faber
took over, Danone’s stock price has risen
by 8% to about 55 euros ($66). Compare
that with the performance of rival Nestlé
(NESN.Switzerland), whose shares are up
50% over the same period, or Unilever
(UL), up 73%. Danone is also trailing the
competition on other financial metrics,
such as its price/earnings ratio.
Bluebell’s letter became public when it
was published in January in Challenges,
the French business magazine. That’s
when markets realized that Faber’s an-
nouncement late last year—that he would
restructure the group by selling some as-
sets and shedding 2,000 jobs over time—
may have had something to do with hints
that Bluebell had started agitating.
Danone’s main businesses—baby food,
dairy products such as Activia and its
eponymous yogurt, and Evian mineral
water—remain untouched.
In Faber’s defense, Danone points to
3% organic growth since he took over
and a healthy jump in earnings per share.
BARRON’S
But it is little consolation to investors
who are beginning to feel that it isn’t only
Danone, but its CEO, who needs to focus.
In the French business world, Faber
has long vocally advocated that compa-
nies need to embrace sustainable devel-
opment and promote business as a force
for good. Danone last year became the
first of a new legal category of companies,
allowed by a recent French law, called
“enterprise with a mission,” based on the
U.S. model of the benefit corporation,
which is a for-profit company with stake-
holder governance.
It is now part of Danone’s statutory
charter to “improve health through a
healthier portfolio of products and
brands,” protect the planet, “create new
futures” for its staff, and “promote inclu-
sive growth.” That may not necessarily
square well with an activist fund’s con-
cern about shareholder value.
Danone has been protected against
takeovers by the French government
since a failed attempt by PepsiCo (PEP)
more than 15 years ago, so a threat of a
hostile bid can’t force Faber to care about
his investors’ interests. Meanwhile, as
Bernstein analysts have noted, the risk is
that Bluebell’s intervention will distract
the group, since instead of being about
“ ‘can this work’...the debate will shift
toward ‘how long can the CEO last/what
does he need to do to push this away.’ ”
Danone’s water division has been hit
hard by the Covid-19 pandemic, with
sales down 20% in the second quarter of
2020 and 13% in the third. And maybe
those focused on environmental, social
and governance concerns should start
wondering about the carbon footprint
from shipping Evian water bottles to the
U.S. or Asia. In any case, Danone’s focus
on becoming a better company may ap-
peal to long-term investors ready to sacri-
fice a bit of value for the greater good.
Others, in the meantime, might prefer
to support Danone by eating its yogurt
while staying away from its stock. B
E M E R G I N G M A R K E TS
Myanmar’s Military Coup
Threatens Supply Chains
By Liz Moyer
he military coup in Myanmar
is bad news in the near term
for investors, as supply-chain
interruptions threaten every-
thing from luggage manufacturing to
energy projects.
As recently as last year, Myanmar—
situated between regional heavyweights
India and China, with a coast on the In-
dian Ocean—was seen as a growth story
among frontier markets in Asia. The na-
tion of 54 million people is on a path to
5.7% economic growth this year, after
cooling to 4.2% last year because of the
pandemic, according to the International
Monetary Fund, which sent it $350 mil-
lion in relief funds days before the coup.
Panjiva, S&P Global Market Intelli-
gence’s supply-chain research unit, re-
ports that U.S. imports from Myanmar
reached $1.06 billion in the year through
Nov. 30, up from $245 million in 2016.
Apparel and footwear accounted for
41.4% of that, while luggage was 29.9%.
Fish was third, at 4.4%.
Supply chains could be disrupted for
brands like Samsonite International
(ticker: SMSEY), the largest importer to
the U.S. from Myanmar, according to
Pinjiva data. Unrest could also affect sup-
ply chains for apparel makers, such as
privately owned LL Bean, retailer H&M
(HM-B.Sweden), Adidas (ADS.Ger-
many), and Vera Bradley (VRA), the
S&P research says.
Myanmar’s military overthrew the
fledgling democratic administration on
Monday, Feb. 1, arresting elected civilian
leaders, including Aung San Suu Kyi,
whose party won 83% of the available
seats in Parliament in November.
Myanmar’s fragile emergence among
the world’s democracies comes after de-
cades of military rule. The economy is so
young there isn’t much direct foreign
investment—just $4.2 billion in 2019,
according to the Asia Development Bank.
February 8, 2021
But that is up from $2.7 billion in 2017.
Myanmar’s geography makes it the
perfect location for the competing eco-
nomic and political ambitions of India
and China, says Marko Papic, chief strat-
egist of the Clocktower Group.
The country is among those in China’s
70-nation infrastructure-spending proj-
ect called Belt and Road. And manufac-
turing is moving from higher-cost facto-
ries in China to Myanmar, Vietnam, and
other locations. China and India are
spending a collective $2 billion to build
deepwater ports, within 40 miles of each
other, on Myanmar’s coast.
China’s port will give its shipping
interests easier access to the Indian
Ocean than sailing through the busy
South China Sea and Malacca Straits,
Papic says. India’s port will connect it
more closely to its far-flung provinces
that are landlocked between Myanmar
and Bangladesh.
Thailand is a close trading partner—
and has seen military coups of its own in
recent years. Japan, the U.S., Australia,
and Singapore have increased energy and
infrastructure investments in the area,
according to S&P Global Platts. A Japa-
nese consortium, including Marubeni
(8002.Japan), Sumitomo (8053.Japan),
and Mitsui (8031.Japan) is working on a
liquefied natural gas-to-power project in
Myanmar. And Chevron (CVX) is joining
with France’s Total (TOT) in Myanmar’s
Yadana offshore natural-gas field.
U.S. President Joe Biden might put
sanctions on Myanmar, which also has
been criticized for human-rights abuses,
particularly the alleged ethnic cleansing
of Muslim Rohingya.
Sanctions might burden companies
manufacturing goods in the country, but
the longer-term investment trends, espe-
cially those supported by China and In-
dia, are unlikely to change course. If the
U.S. backs away, these other countries
would be only too happy to step up, says
Clocktower’s Papic. B
February 8, 2021 BARRON’S M5

T H E ST RIKING PRI CE
Some Reddit traders apparently had multimillion-
dollar positions in GameStop calls that they never
realized. They waited too long to cash them in.

How to Use Options Equity Options

To Juice Your Portfolio CBOE VOLATILITY INDEX

VIX Close VIX Futures

90
THE EQUITY-ONLY PUT-CALL RATIO
Put-Call Ratio S&P 500 Index

330
305
280
70 255
230
By Steven M. Sears among institutional and ultrahigh-net- 205
50 180
worth investors—who rides up stocks and

I
155
t would be all too easy to cluck our options to massive unrealized gains, only 130
tongues over GameStop’s wild ride to see them vanish. A 100% return is rare. 30 105
80
up and down the past two weeks—and Take it when you can get it. If you let 55
to snicker over Reddit’s WallStreetBets money ride, make a return on your initial M A M J J A S O N D J F 10 M A M J J A S O N D J F 30
traders. It’s much better to lay out some investment and try to play with house Daily Values Source: CBOE Source: McMillan Analysis Corp.
rules for self-directed investors to help money. Paper profits aren’t real.
them be better stock and options investors. • If you think your aggressive trades can SPX SKEW NDX SKEW
Our previous primer—“New to Options appreciate more than 100%, consider “call Implied volatility % Implied volatility %

Trading? Here’s How Not to Make a Fool of ladders.” If the stock is at $10, and you think 16% 16%
Yourself” (Sept. 17, 2020)—was based on it will go to $50, spread your position among
15 15
using options to better control stocks. That different strike prices and expirations. This 14
14
remains our recommended approach. But creates opportunities to secure profits with- 13
13
we recognize that many people use options out exiting the entire position. One of the 12
to engage in relatively low-cost, aggressive striking takeaways from the Reddit saga is 12
11
momentum trading. Hedge funds do it every how much money some of the traders had 11
10
day, and now John and Jane Investor have in two different strikes. 10 9
joined the party. • Watch where you trade. When you trade 9 8
Options volumes are at all-time highs. in any options contract, check open interest
M A M J J A S O N D J F 8 M A M J J A S O N D J F 7
About 44 million contracts trade on any levels for the various strikes and expira- Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy
given day. The market has never before been tions. Make sure you aren’t entering a thinly Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference
this active. Investors are buying loads of call traded roach motel that’s easy to enter and between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher
readings are bearish.
options, which we anticipated last year, but hard to exit. Market makers will do every-
not at this feverish level. thing they can to gain an advantage over Week's Most Active
Here are some simple trading rules for you. Be smart. Liquidity is key. Spread your Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio
small investors and anyone else trying to trades out among expirations and strikes. Par Pacific PARR 6598 6582 16 80 76 82.5
harness market momentum. Let some ride. Take some profits. Corepoint Lodging CPLG 8141 8119 22 100 59 81.4
• Many institutional investors view • Remember, bulls make money, bears Ocean Power Technologoes OPTT 13268 11791 1477 192 95 69.1
Concert Pharmaceuticals CNCE 3767 2888 879 60 98 62.8
leverage, and margin, as an expression of make money, but pigs get slaughtered. Immunovant IMVT 4888 4225 663 104 94 47.0
conviction in an investment thesis. When These rules aren’t an endorsement of Comstock Mining LODE 83602 66898 16704 2072 94 40.3
passionate about an idea, many “lever up” aggressive trading, but a recognition that Fusion Acquisition FUSE 9646 8004 1642 316 46 30.5

with options—adding to their stock posi- many people are always trying to make Cyclerion Therapeutics CYCN 3996 3542 454 184 97 21.7
Anavex Life Sciences AVXL 63313 42803 20510 3316 100 19.1
tions by buying upside calls and trading a fast buck. A better approach is to buy BGC Partners BGCP 63334 59947 3387 3692 90 17.2
with borrowed money in margin accounts. quality stocks that pay dividends and Zynerba Pharmaceuticals ZYNE 42172 39939 2233 2452 98 17.2
When you trade on margin, you generally curate the positions with put and call sales. SELLAS Life Science SLS 31823 25070 6753 1892 98 16.8
DAVIDs TEA DTEA 22670 18315 4355 1848 91 12.3
must maintain 50% of the securities value in That so many momentum traders have
Dynavax Technologoes DVAX 177106 159078 18028 15368 79 11.5
the account, though rates and requirements congregated on Reddit—and traded through TETRA Technologies TTI 20771 20173 598 1800 93 11.5
vary by broker. If you violate margin rules, Robinhood—is telling. It’s a fact on Wall Agenus AGEN 70102 65394 4708 6396 98 11.0
brokers will shut down the position. Keep Street that money is like water, and it tends Applied Genetic Tech AGTC 14279 14171 108 1296 93 11.0
Surgalign SRGA 8584 8024 560 920 94 9.3
dry powder at all times to cover the trades, to pool at the lowest level. That now appears Solar Capital ZSL 11022 7905 3117 1272 87 8.7
or be prepared to take profits at various to be Robinhood, which offers free trading Cassava Sciences SAVA 176140 85355 90785 23140 100 7.6
price points to manage margins. that’s easy to do on a cellphone. This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the
• Some Reddit traders apparently had Robinhood took a lot of heat for tempo- 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
huge, multimillion-dollar positions in rarily suspending trading in GameStop and 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
GameStop (ticker: GME) calls that they other hot stocks. Whatever its strengths and should be aware of these increased risks if trading in these names
never realized because they waited too weaknesses, more power to any Reddit trad- 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.
long to cash them in. Don’t be the idiot— ers who improved their financial positions Source: McMillan Analysis

and there are many members of this club and paid off mortgages and college loans. B
M6 BARRON’S
COMMODITIES
Silver Prices Will Climb
Even After Squeeze Play
By Myra P. Saefong
F
renzied trading in silver recently
lifted prices to an eight-year high.
But fundamentals already pointed
to a break out in the metal before
the latest rally, some analysts say, and
prices remain undervalued.
“Reddit-triggered buying” was a signifi-
cant event that “lit a fuse,” says Paul Mlad-
jenovic, author of “Investing in Gold and
Silver for Dummies.” The physical market
is extremely tight and demand is stronger
than usual, so there is power to the upside
for silver prices.
On Feb. 1, futures prices settled at
$29.418 an ounce, the highest finish since
February 2013. Traders attributed the
climb that began on Jan. 28 to coordinated
buying by investors gathering in social-me-
dia platforms, following a post on Reddit
which suggested executing a short squeeze
on silver.
It was really a combination of factors
that led to silver’s rise, says Frank Holmes,
chief executive officer of U.S. Global Inves-
tors. “Solar panels have been a massive
Manage Your Barron’s industrial demand” source, and President
Joe Biden’s climate change initiative are
Account Online bullish for silver demand, he says.
In a late January blog post, Holmes wrote
that silver would become a major benefi-
Update your account details any time. ciary of emerging industrial applications,
It’s quick and easy. including an increase in solar power genera-
tion and the global rollout of 5G technology,
• Place delivery holds which will boost the need for the metal.
Silver’s physical market was already
• Change an address
stressed, with major world manufacturers
• Report an issue
and mines encountering more demand for
• Update your payment information certain fabricated bars and coins “than
• Reset your password and more their ability to produce product since the
Jan. 6 storming of the U.S. Congress.” That
episode created a demand surge for gold
  and silver, says Dana Samuelson, president
customercenter.barrons.com of American Gold Exchange.
The Reddit-driven surge strained sup-
plies even further, pushing premiums that
© 202 Dow Jones & Co., Inc. All rights reserved. 2E7837 dealers charge each other higher, Samuel-
son says, as “dealers across the country
February 8, 2021
rushed to buy any immediately deliverable
production.”
“Rising investment demand could abso-
lutely increase silver prices over the long
run,” says Ryan Giannotto, director of re-
search at GraniteShares. Precious metals
had not captured the interest of young in-
vestors, but this event may have marked a
turning point.
With the “inflationary pressures of low
rates, continued stimulus and a falling dol-
lar, all precious metals are in an environ-
ment conducive for materially higher price
potential,” Giannotto says.
Samuelson believes silver remains un-
dervalued relative to gold by 10% to 30%.
With gold in the $1,825 to $1,875 an ounce
range, silver should be trading at $30 to
$35, he says.
Silver futures touched a high of $30.35
on Feb. 1, topping the $30 mark for the first
time since February 2013.
They’ve pulled back since then, and are
still a long way from the all-time settle-
ment high for most-active silver futures at
$48.599 an ounce on April 29, 2011, based
on FactSet data, according to Dow Jones
Market Data. The March silver contract
settled at $27.019 on Feb. 5.
Silver bullion prices climbed around
400% when the Hunt brothers cornered
the silver market 40 years ago, with prices
rising from $11 in September 1979 to $49.45
in January 1980, based on the London PM
Fix, according to The Silver Institute. The
institute noted that prices fell to below $11
an ounce two months later.
After those two attempts in the past to
top $50, “the third time is the charm for
silver,” says book author Mladjenovic, who
estimates the price will hit and exceed $50.
“With or without the Reddit phenom-
ena,’’ buying quality stocks and exchange-
traded funds makes sense, Mladjenovic
says. “The market is stronger now, espe-
cially with problems unfolding with infla-
tion, debt, and spending.” Triple-digit sil-
ver—$100 or more—is a possibility in the
near future, he adds. B
February 8, 2021
I N S I DE SC OOP
Texas Instruments
Director Buys the Dip
By ED LIN
T
exas Instruments stock
swooned after its fourth-
quarter report, and direc-
tor Martin Craighead
bought the dip.
Texas Instruments
(ticker: TXN) topped both
earnings and guidance expectations
late on Jan. 26, but shares slid 5% the
next day. By Jan. 28, the chip giant’s
shares still hadn’t recovered the
ground it had lost—and that’s when
Craighead bought the stock on the
open market.
Craighead paid $1 million for 5,975
Texas Instruments shares, a per share
average price of $166.91. According to
a form he filed with the Securities and
Exchange Commission, he now owns
21,388 Texas Instruments shares.
Texas Instruments didn’t respond
to a request to make Craighead avail-
Activist Holdings
W.R. Grace (GRA)
40 North Management revealed
a 4.9% interest in the specialty
chemical and materials manufac-
turer, equal to 9,865,008 shares.
On Jan. 11, 40 North Management
launched an all-cash bid of $65 per
share to acquire W.R. Grace. 40
North Management said at the
time that the offer would remain
in good standing if it was given
“access to due diligence materials.”
On Feb. 1, 40 North Management
received that access and entered
into a confidentiality letter agree-
able for comment on his stock
purchase.
Craighead, a former chairman and
CEO of Baker Hughes (BKR), joined
the Texas Instruments board in 2018.
Craighead is the only Texas Instru-
ments insider to buy the company’s
stock on the open market since he
picked up $1 million worth of shares
in October 2018.
Wall Street was upbeat on Texas
Instruments’ earnings, even if the
market wasn’t. J.P. Morgan analyst
Harlan Sur reiterated an Overweight
rating on Texas Instruments stock,
raised estimates, and lifted the target
price to $200 from $165. “Looking
ahead,” Sur wrote, “we continue
to see positive earnings-per-share
revisions as we move through 2021.”
Texas Instruments stock surged
27.9% in 2020, topping the 16.3% rise
in the S&P 500. Shares are up about
4% in 2021, ahead of the index. B
ment with W.R. Grace. As part of the
agreement, 40 North Management
will abide by customary standstill
provisions and “will refrain from
taking certain actions” until the end
of March 31. The standstill ends if
another party commences a tender
offer that results in the buyer or its
affiliates owning half or more of W.R.
Grace’s common stock. The agree-
ment also gives 40 North Manage-
ment the opportunity to nominate a
director for W.R. Grace’s board at the
upcoming 2021 annual shareholder
meeting. 40 North Management
noted that the total purchase price for
the shares it owns was $640,071,630,
or $64.88 each, on average.
BARRON’S
Decreases in
Holdings
Build-A-Bear Workshop
(BBW)
Solas Capital Management low-
ered its stake in the stuffed-toy
chain, citing “recent volatility in the
market price” and a need to manage
exposure to Build-A-Bear stock.
Solas sold 998,984 Build-A-Bear
shares on Jan. 27 and Jan. 28 for
a total of $7.1 million, a per share
average price of $7.14, which is 67%
above the closing price on Dec. 31.
Solas noted that it “continue[s] to
believe shares are undervalued and
represent an attractive investment
opportunity...[we] are pleased to
Texas Instruments remain shareholders of the com-
director Martin pany.” Solas now owns 501,016
Craighead bought Build-A-Bear shares, a 3.1% stake
$1 million of the in the company’s outstanding
chip maker’s shares.
shares. It’s his
first open-market Axonics Modulation
stock buy since Technologies (AXNX)
2018. Andera Partners reported a
smaller stake of 1,987,282 shares in
the medical-device maker. Andera
Partners sold a total of 365,200
Axonics Modulation shares from
Jan. 1 through Jan. 28 at per share
prices ranging from $50 to $56.01.
Following the stock sale, Andera
Partners’ interest in Axonics
stands at 4.99%. Since Andera’s
stake has fallen below the 5%
threshold, it is no longer obligated
to report any further sales of Ax-
onics stock. Andera can sell its
remaining interest without further
disclosure.
Aviat Networks (AVNW)
Steel Partners Holdings (SPLP)
disclosed the sale of 200,000
shares of the microwave-network-
These disclosures are ing technology firm at prices rang-
from 13Ds filed with ing from $38.99 to $42.08. The
the Securities and
Exchange Commission.
sales occurred on Feb. 1 and Feb. 2,
13Ds are filed within and reduced Steel Partners’ posi-
10 days of an entity’s tion in Aviat Networks by nearly
attaining more than
5% in any class of a half. No reason was given for Steel
company’s securities. Partners’ slashing its interest to
Subsequent changes 4.1%, or 223,537 Aviat Networks
in holdings or inten-
tions must be re- shares. That figure excludes shares
ported in amended owned directly by Steel Partners
filings. This material is
from Jan. 28 through
senior vice president Kenneth
Feb. 3, 2021. Source: Kong, who serves on Aviat Net-
InsiderScore.com works’ board.
M7
POWER PLAY
Activism Is
On the Rise
In Japan
By CARLETON ENGLISH
A
ctivist investors are increas-
ingly setting their sights on
Japan.
Consider Japanese con-
glomerate Toshiba (ticker:
6502.Japan), which is facing de-
mands from two hedge funds to
hold an extraordinary general
shareholders meeting, or EGM. The
funds control a combined 15% of the
shares but aren’t working together.
In mid-December, Effissimo
Capital Management requested an
EGM to investigate whether share-
holders’ voting rights were compro-
mised at last year’s meeting. About
a week later, Farallon Capital Man-
agement called for a meeting for
Toshiba to explain a shift in growth
strategy made without consulting
shareholders.
Toshiba set a record date of Feb.
1 but has yet to announce the actual
date, though it said a meeting
would occur before May 1. Toshiba
reports earnings on Feb. 12, when it
could announce settlements with
the funds or a meeting date.
In response to a request for com-
ment, Toshiba said it’s “examining
the details of the demand and will
announce its decision in due
course.”
Such challenges in Japan have
been rare, but recent changes to
make its companies more competi-
tive have eased things for activists.
In 2019, Japan was the largest
center for activism outside of the
U.S., with 19 campaigns launched
and $4.5 billion in capital deployed,
according to Lazard. Last year, mo-
mentum increased even as global
activism slowed: Japan saw 24 cam-
paigns with $7.7 billion deployed.
The outcome of the Toshiba
showdown will suggest just how
willing corporate Japan is to chang-
ing the way it does business. B
M8 BARRON’S February 8, 2021

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February 8, 2021 BARRON’S M9

Charting the Market

A graphic look at selected stock activity for the week ended February 5, 2021 n Edited by Bill Alpert
GAMESTOP FIRST MAJESTIC SILVER TERADATA PLANTRONICS
GME (NYSE) • 63.77 • -261.23 348 AG (NYSE) • 16.50 • -1.62 26 TDC (NYSE) • 37.08 • 10.18 47.0 PLT (NYSE) • 41.85 • 10.13 54
 Traders railed against 273  As squeeze-play stocks fal- 23  Beneath a flat topline, the 41.5  December quarter sales 48
Robinhood’s restrictions on 198 tered, Reddit influencers 20 data warehouser said cloud 36.0 jumped 26% for the maker of 42
buying the short-squeezed 123 tried to rally traders into sil- 17 revenue jumped 165% in the 30.5 headsets and conference- 36
shares of the videogame re- 48 ver. Mining stocks gained. 14 December quarter. It ex- 25.0 room gear, which now calls 30
tailer. The restraints came M T W T F Then the CME Group raised M T W T F pects cloud revenue to dou- M T W T F itself Poly. Profits of $1.47 a M T W T F

off on Friday. margins on commodity buys. ble this year. share beat guidance of $1.05.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
500 27 47.5 53
400 22 41.0 43
300 17 34.5 33
200 12 28.0 23
100 7 21.5 13
0 2 15.0 3

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

560 126 22 18
280 63 11 9
0 0 0 0
F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J

TILRAY CLOVER HEALTH INVESTMENTS ALIGN TECHNOLOGY GW PHARMACEUTICALS

TLRY (NASD) • 25.72 • 7.62 30.0 CLOV (NASD) • 12.93 • -1.02 16.0 ALGN (NASD) • 620.45 • 95.07 648 GWPH (NASD) • 214.57 • 62.10 222

 On Monday, Democratic 26.5  Hindenburg Research 14.5  As the homebound tried 618  Jazz Pharmaceuticals will 201
Senators Schumer, Booker, 23.0 (famed for exposing Nikola) 13.0 to improve their looks on 588 buy the pioneer of cannabis- 180
and Wyden promised “com- 19.5 revealed a Justice Depart- 11.5 Zoom, the tooth straighten- 558 derived neurology drugs for 159
prehensive cannabis-reform 16.0 ment probe of the insurer 10.0 ing firm saw December 528 $6.7 billion in cash and stock. 138
M T W T F M T W T F M T W T F M T W T F
legislation”—lighting pot brought public by SPAC ce- quarter sales jump 28%, Jazz says sales of GW’s epi-
stocks on fire. lebrity Chamath Palihapitiya. while earnings jumped 24%. lepsy drug can hit $1 billion.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
33.5 20 648 222
27.0 16 544 191
20.5 12 440 160
14.0 8 336 129
7.5 4 232 98
1.0 0 128 67

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

292 164 10 22
146 82 5 11
0 0 0 0
F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J

AMC ENTERTAINMENT HOLDINGS VAXART CANADA GOOSE HOLDINGS CASSAVA SCIENCES

AMC (NYSE) • 6.83 • -6.43 19.0 VXRT (NASD) • 7.70 • -4.28 27.0 GOOS (NYSE) • 43.44 • 9.98 46.0 SAVA (NASD) • 44.80 • 24.98 121
 Restricted in buying this 15.5  Despite or because of a 21.5  Although profits fell, the 42.5  Cheers met the firm’s 95
short-squeeze favorite until 12.0 high short interest, bulls ea- 16.0 down-jacket maker’s De- 39.0 claim that its experimental 69
Friday, traders looked to 8.5 gerly awaited Wednesday’s 10.5 cember quarter sales rose 35.5 drug helped Alzheimer’s pa- 43
sue Robinhood and other 5.0
report on Vaxart’s initial 5.0
for the first time in the pan- 32.0
tients. The small, unblinded, 17
retail brokers. Regulators M T W T F study of its oral Covid vac- M T W T F demic, increasing 5% to 474 M T W T F uncontrolled trial wasn’t de- M T W T F
have watched, not acted. cine. It disappointed. million Canadian dollars. signed to assess efficacy.
Stock Price $ Stock Price $ Stock Price $ Stock Price $
22.5 27.5 47 125
18.0 22.0 40 100
13.5 16.5 33 75
9.0 11.0 26 50
4.5 5.5 19 25
0.0 0.0 12 0

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

3348 404 28 318
1674 202 14 159
0 0 0 0
F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J

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 February 8, 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
MotiveCapA(MOTV) 1044 10.60 +8.39 +379.6 AspirCnsA(ASPL) 20453 3704.4 10.68 +0.15 AnnovisBio(ANVS) 6574 1912.1 16.96 +6.98 VielaBio(VIE) 24380 2396.4 52.85 +18.17
XFinancial(XYF) 2779 3.55 +1.44 +68.2 AlussaEnergyA(ALUS) 28649 1760.7 13.95 +2.27 BiomX(PHGE) 440 381.8 6.88 +0.31 ConcertPharm(CNCE) 11087 1142.0 6.86 –3.61
CheetahMobile(CMCM) 21913 3.53 +1.41 +66.5 DragoneerGrwA(DGNR) 13920 1676.5 12.38 –1.09 EVI Industries(EVI) 322 234.7 40.63 +4.72 AdamasPharm(ADMS) 14281 1056.7 6.00 +0.09
Skillz(SKLZ) 51159 43.72 +16.10 +58.3 FastAcqnA(FST) 16154 1166.0 11.31 +0.73 BlueRidgeBkshs(BRBS) 90 219.1 19.35 +0.52 ImmunoPrecise(IPA) 2050 1027.3 15.06 –1.94
CapitalSrLiving(CSU) 418 38.33 +13.83 +56.4 PLDT(PHI) 1835 560.2 28.62 –1.23 SilverCrestMetals(SILV) 12564 194.2 10.26 +0.11 VeronaPharma(VRNA) 2804 949.5 8.35 +0.45
Bill.com(BILL) 11740 184.69 +62.81 +51.5 TPGPaceTechA(PACE) 12554 552.1 11.93 +1.43 SilvercorpMetals(SVM) 20760 168.9 6.28 –0.18 Immunovant(IMVT) 21331 904.8 24.15 –14.88
Qudian(QD) 45691 3.00 +0.99 +49.3 IntlFlavors(IFF) 101518 510.9 127.06 +14.68 RaMedicalSys(RMED) 3956 162.7 7.61 +1.02 GWPharm(GWPH) 20905 892.8 214.57 +62.10
Yalla(YALA) 11757 35.28 +9.79 +38.4 TigaAcqnA(TINV) 1017 502.0 11.10 +0.40 SparkNetworks(LOV) 1252 136.8 6.78 +1.37 CorMedix(CRMD) 16682 736.2 14.96 +6.21
FirstMarkHorizonA(FMAC) 7260 501.7 11.94 +1.32 RetractableTechs(RVP) 15417 127.5 18.99 +2.90 Quantum(QMCO) 7148 714.7 8.05 +0.92
Losers HuanengPower(HNP) 465 420.8 12.90 –1.27 Envela(ELA) 854 114.8 6.44 +0.18 MeridaMergerCorp.I(MCMJ) 1193 495.8 10.70 +0.54
Name (Sym) Volume Close Change %Chg. VG Acqn A(VGAC) 73429 402.4 16.04 +3.10 MAG Silver(MAG) 7065 107.4 18.19 –1.47 AviatNetworks(AVNW) 2690 470.5 54.75 +18.80
GameStop(GME) 301083 63.77 –261.23 –80.4 DuPont(DD) 185724 296.4 75.84 –3.61 NorthernOil&Gas(NOG) 11164 79.8 11.00 +0.80 LixiangEduc(LXEH) 177 459.9 8.73 +0.23
ChurchillCapV A(CCV) 3725 12.19 –12.80 –51.2 Hims&HersHealth(HIMS) 18580 282.3 23.99 +5.00 IntelligentSys(INS) 398 78.8 49.00 +8.51 InozymePharma(INZY) 1103 434.5 22.27 +1.23
AMC Ent(AMC) 1476153 6.83 –6.43 –48.5 ItauCorpBanca(ITCB) 694 278.8 5.43 +0.39 Cel-Sci(CVM) 7638 66.6 23.59 –1.36 AppHarvest(APPH) 7576 427.9 33.75 +8.80
Express(EXPR) 105131 3.14 –2.86 –47.7 Greenhill(GHL) 2217 271.9 15.40 +3.79 PTK Acqn(PTK) 284 45.6 10.32 +0.07 ZealandPharma(ZEAL) 190 408.5 32.72 +0.84
TootsieRoll(TR) 3918 31.23 –8.35 –21.1 FreseniusMed(FMS) 4735 260.3 34.05 –6.22 DeltaApparel(DLA) 140 44.3 22.88 +2.86 ArcutisBiotherap(ARQT) 4865 392.4 35.04 +7.75
Lannett(LCI) 5724 6.17 –1.58 –20.4 TownsquareMedia(TSQ) 613 258.7 10.50 +0.52 MexcoEnergy(MXC) 871 40.9 8.60 +0.89 VerintSystems(VRNT) 12165 380.7 50.80 +13.20
HarleyDavidson(HOG) 36205 33.69 –6.40 –16.0 CanadaGoose(GOOS) 27578 256.9 43.44 +9.98 CentrusEnergy(LEU) 1011 29.9 26.07 +5.76 EyePointPharm(EYPT) 5082 329.8 13.98 +2.78
FreseniusMed(FMS) 4735 34.05 –6.22 –15.4 JanusHenderson(JHG) 15908 244.7 30.95 +0.19 AgEagleAerial(UAVS) 41955 21.0 11.47 +1.70 InvestorsBancorp(ISBC) 37649 312.6 12.30 +0.79
Teradata(TDC) 21503 236.4 37.08 +10.18 NewConceptEner(GBR) 11735 18.7 6.82 –4.29 HuizeHolding(HUIZ) 825 308.0 6.51 –0.10
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) 1476153 6.83 –6.43 –48.5 Zomedica(ZOM) 1174156 1.91 +0.99+107.6 Apple(AAPL) 439048 136.76 +4.80 +3.6
AnnovisBio(ANVS) 6574 16.96 +6.98 +69.9
Nokia(NOK) 714584 4.22 –0.34 –7.5 NorthernDynasty(NAK) 432102 0.64 +0.07 +11.7 ATA Creativity(AACG) 334130 6.33 +5.02+381.8
TakungArt(TKAT) 3791 3.23 +1.13 +53.8
FordMotor(F) 540196 11.51 +0.98 +9.3 ComstockMining(LODE) 349763 1.75 +0.39 +28.7 TonixPharm(TNXP) 318750 1.27 +0.29 +29.8
cbdMD(YCBD) 9496 4.88 +1.38 +39.4
GeneralElec(GE) 323662 11.40 +0.72 +6.7 Senseonics(SENS) 233854 3.03 +0.66 +27.8 Tilray(TLRY) 222270 25.72 +7.62 +42.1
NexGenEnergy(NXE) 12611 3.69 +0.88 +31.3
NIO(NIO) 317719 56.67 –0.33 –0.6 GranTierraEner(GTE) 190263 0.65 +0.06 +10.5 AmerAirlines(AAL) 218323 17.19 +0.02 +0.1
1847Goedeker(GOED) 459 14.58 +3.42 +30.6
GameStop(GME) 301083 63.77–261.23 –80.4 iBio(IBIO) 183355 2.17 +0.57 +35.6 Lizhi(LIZI) 209955 11.40 +8.10+245.5
ContangoO&G(MCF) 3986 3.07 +0.68 +28.5
BlackBerry(BB) 286613 13.23 –0.87 –6.2 InspireMD(NSPR) 169951 0.82 +0.13 +18.7 InovioPharma(INO) 195790 12.84 +0.09 +0.7
CentrusEnergy(LEU) 1011 26.07 +5.76 +28.4
PalantirTech(PLTR) 242275 34.05 –1.13 –3.2 AvinoSilver(ASM) 164924 1.35 +0.12 +9.8 AdvMicroDevices(AMD) 169046 87.90 +2.26 +2.6
EnergyFuels(UUUU) 28870 4.87 +1.07 +28.2
BankofAmerica(BAC) 237626 32.37 +2.72 +9.2 Globalstar(GSAT) 104429 1.17 +0.12 +11.4 CloverHealth(CLOV) 165618 12.93 –1.02 –7.3
Losers Pfizer(PFE) 228885 34.92 –0.98 –2.7 IsoRay(ISR) 100657 1.61 –0.09 –5.3 FuelCell(FCEL) 156769 23.92 +3.16 +15.2
Name (Sym) Volume Close Change %Chg. ItauUnibanco(ITUB) 197157 5.23 +0.01 +0.2 AlmadenMinerals(AAU) 88374 0.75 +0.02 +2.4 SiriusXM(SIRI) 155851 6.11 –0.15 –2.5
DuPont(DD) 185724 75.84 –3.61 –4.5 TransEnterix(TRXC) 88105 3.56 +0.60 +20.3 T2Biosystems(TTOO) 154705 3.10 +1.11 +55.8
NewConceptEner(GBR) 11735 6.82 –4.29 –38.6
VirginGalactic(SPCE) 183573 54.34 +10.05 +22.7 MatinasBioPharma(MTNB) 74377 1.21 –0.25 –17.1 Microsoft(MSFT) 129618 242.20 +10.24 +4.4
PEDEVCO(PED) 17703 1.58 –0.53 –25.1
AT&T(T) 181864 28.93 +0.30 +1.0 AIM Immuno(AIM) 72596 2.45 +0.42 +20.7 ZynerbaPharma(ZYNE) 128410 5.08 +1.59 +45.6
UnvlSecInstr(UUU) 4501 8.53 –1.57 –15.5
Snap(SNAP) 179613 63.64 +10.70 +20.2 US Antimony(UAMY) 71381 0.75 –0.07 –9.0 Intel(INTC) 125672 58.18 +2.67 +4.8
DocumentSecSys(DSS) 37503 3.41 –0.61 –15.2
Vale(VALE) 150836 17.26 +1.11 +6.9 Oragenics(OGEN) 71235 1.05 +0.14 +14.8 Aphria(APHA) 120329 16.67 +4.49 +36.9
AeroCentury(ACY) 805 10.51 –0.97 –8.4
Carnival(CCL) 150732 21.31 +2.64 +14.1 IndiaGlblCap(IGC) 69955 1.95 +0.36 +22.6 OrganiGram(OGI) 118001 2.34 +0.51 +27.9
MAG Silver(MAG) 7065 18.19 –1.47 –7.5
BP(BP) 146367 20.81 –1.41 –6.3 NewGold(NGD) 57936 1.84 –0.08 –4.2 VyneTherap(VYNE) 117901 2.75 +0.77 +38.9
Cel-Sci(CVM) 7638 23.59 –1.36 –5.5
ExxonMobil(XOM) 144982 49.95 +5.11 +11.4 KelsoTechs(KIQ) 51299 0.85 +0.14 +19.3 AtlanticAmerican(AAME) 111648 5.20 +2.82+118.5
ChicagoRivet(CVR) 13 26.00 –1.33 –4.9
AuroraCannabis(ACB) 144092 12.80 +1.65 +14.8 SyntheticBio(SYN) 49384 0.88 +0.11 +13.8 Cinedigm(CIDM) 111111 1.80 +0.55 +44.0
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. GameStop(GME) 31123510 63.77–261.23 –80.4 Zomedica(ZOM) 1672908 1.91 +0.99+107.6 Tesla(TSLA) 86168175 852.23 +58.70 +7.4
Lizhi(LIZI) 209955 11.40 +8.10 +245.5 Alibaba(BABA) 26772610 265.67 +11.84 +4.7 ComstockMining(LODE) 1097957 1.75 +0.39 +28.7 Amazon.com(AMZN) 845099433352.15+145.95 +4.6
AtlanticAmerican(AAME) 111648 5.20 +2.82 +118.5 NIO(NIO) 17955149 56.67 –0.33 –0.6 Senseonics(SENS) 649505 3.03 +0.66 +27.8 Apple(AAPL) 58444123 136.76 +4.80 +3.6
Agora(API) 20451 99.00 +42.51 +75.3 AMC Ent(AMC) 14384484 6.83 –6.43 –48.5 AgEagleAerial(UAVS) 479821 11.47 +1.70 +17.4 Microsoft(MSFT) 31096930 242.20 +10.24 +4.4
CorMedix(CRMD) 16682 14.96 +6.21 +71.0 DuPont(DD) 13901357 75.84 –3.61 –4.5 iBio(IBIO) 385907 2.17 +0.57 +35.6 Alphabet A(GOOGL) 281313102088.83+261.47 +14.3
UpFintech(TIGR) 69880 26.15 +10.37 +65.7 IntlFlavors(IFF) 12893655 127.06 +14.68 +13.1 CheniereEnergy(LNG) 357090 66.39 +3.06 +4.8 Alphabet C(GOOG) 228065782098.00+262.26 +14.3
MicroVision(MVIS) 109312 11.54 +4.44 +62.4 Visa(V) 12732674 208.77 +15.52 +8.0 AvinoSilver(ASM) 334357 1.35 +0.12 +9.8 Facebook(FB) 21871127 268.10 +9.77 +3.8
Magnite(MGNI) 27452 54.95 +20.31 +58.6 Boeing(BA) 10896978 207.93 +13.74 +7.1 NorthernDynasty(NAK) 294176 0.64 +0.07 +11.7 PayPal(PYPL) 15251049 269.44 +35.13 +15.0
DAVIDsTEA(DTEA) 19425 5.30 +1.95 +58.2 Snap(SNAP) 10481972 63.64 +10.70 +20.2 TransEnterix(TRXC) 290098 3.56 +0.60 +20.3 Qualcomm(QCOM) 14925457 145.84 –10.44 –6.7
VirginGalactic(SPCE) 9725333 54.34 +10.05 +22.7 RetractableTechs(RVP) 289908 18.99 +2.90 +18.0 AdvMicroDevices(AMD) 14759787 87.90 +2.26 +2.6
Losers Pinterest(PINS) 8416228 81.96 +13.45 +19.6 B2Gold(BTG) 201618 5.04 +0.09 +1.8 NVIDIA(NVDA) 14149563 543.64 +24.05 +4.6
Name (Sym) Volume Close Change %Chg. Pfizer(PFE) 7990715 34.92 –0.98 –2.7 AIM Immuno(AIM) 183032 2.45 +0.42 +20.7 Moderna(MRNA) 11061553 176.24 +3.08 +1.8
Immunovant(IMVT) 21331 24.15 –14.88 –38.1 PalantirTech(PLTR) 7906023 34.05 –1.13 –3.2 Cel-Sci(CVM) 176288 23.59 –1.36 –5.5 Novavax(NVAX) 10620574 290.18 +69.24 +31.3
ConcertPharm(CNCE) 11087 6.86 –3.61 –34.5 Shopify(SHOP) 78784651287.75+189.16 +17.2 IsoRay(ISR) 161944 1.61 –0.09 –5.3 Netflix(NFLX) 9821376 550.79 +18.40 +3.5
NationalBeverage(FIZZ) 4666 109.35 –42.19 –27.8 Square(SQ) 7648182 240.38 +24.42 +11.3 SilvercorpMetals(SVM) 149862 6.28 –0.18 –2.8 ZoomVideo(ZM) 9050914 419.59 +47.52 +12.8
KaleidoBiosci(KLDO) 3066 11.21 –3.74 –25.0 J&J(JNJ) 7606268 164.45 +1.32 +0.8 MAG Silver(MAG) 141536 18.19 –1.47 –7.5 Baidu(BIDU) 7565928 270.13 +35.11 +14.9
BedBath(BBBY) 56887 26.54 –8.79 –24.9 JPMorganChase(JPM) 7570880 137.98 +9.31 +7.2 AultGlobal(DPW) 140371 4.55 –0.09 –1.9 Intel(INTC) 7241840 58.18 +2.67 +4.8
CatabasisPharm(CATB) 21116 3.30 –0.85 –20.5 BankofAmerica(BAC) 7442383 32.37 +2.72 +9.2 AnnovisBio(ANVS) 135754 16.96 +6.98 +69.9 Peloton(PTON) 7193674 148.30 +2.17 +1.5
SunPower(SPWR) 55861 43.53 –10.48 –19.4 Mastercard(MA) 7353267 338.75 +22.46 +7.1 IndiaGlblCap(IGC) 133312 1.95 +0.36 +22.6 Futu(FUTU) 6810917 116.00 +16.59 +16.7
AligosTherap(ALGS) 459 23.07 –5.10 –18.1 Disney(DIS) 7296749 181.16 +12.99 +7.7 SilverCrestMetals(SILV) 131943 10.26 +0.11 +1.1 Pinduoduo(PDD) 5925607 196.16 +30.45 +18.4

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
February 8, 2021 BARRON’S M11

Research Reports
How Analysts Size Up Companies
These reports, excerpted and edited by Barron’s, were issued recently by investment Price target: $158, 20 times our 2022 EPS CDK Global • CDK-Nasdaq

estimate. Outperform • Price $52.21 on Feb. 4

and research firms. The reports are a sampling of analysts’ thinking; they should not by Barrington Research
be considered the views or recommendations of Barron’s. Some of the reports’ issuers Emerson Electric • EMR-NYSE

have provided, or hope to provide, investment-banking or other services to the Overweight • Price $83.68 on Feb. 3 CDK [which provides software for auto,
companies being analyzed. by J.P. Morgan truck, agricultural-equipment, power-boat,
and other dealers] reports fiscal second-
Emerson Electric’s fiscal first-quarter print quarter results on Monday, Feb. 8, after the
Winnebago Industries WGO-NYSE
• a share, above the consensus estimates of materially beat expectations; it was the best market close. Our estimates, which include
Outperform • Price $68.23 on Feb. 4 $3.17 billion and 48 cents. Our Buy rating is all-around result so far this season, includ- the impact from the pending sale of CDK’s
by Wedbush Securities based on glass supply and demand remaining ing guidance that was raised by more than international business unit, are for revenue
in balance, and glass price declines remaining the beat. We are raising our price target to of $410 million, adjusted earnings of 61
We hosted a virtual road show and investor moderate (post Covid-19). Corning has a $95 (versus $85 on Dec. 21), and that’s con- cents a share, and adjusted Ebitda of $154
call with Winnebago CEO Mike Happe, Chief strong capital-return program. Increased servative. In addition, restructuring savings million. We view the divestiture as very pos-
Financial Officer Bryan Hughes, and head of adoption of Gorilla Glass in other end mar- are reading through. The bottom line is that itive for shareholder value, as it focuses the
investor relations Steve Stuber. Management kets (automobiles), growth of fiber-to-the- the quest for $4 in annual EPS, which company on its higher-return North Ameri-
reiterated the positive commentary coming home, and [vehicle] gas-particulate filters started as far back as 2012, is coming can operations. Our price target on Emer-
out of the company’s first-quarter earnings should be catalysts. Corning continues to squarely into view. son stock is $72.
call, including a continuation of red-hot have a more-than 50% share of the LCD
trends across the business. Winnebago and glass market and has a competitive cost
other recreational vehicle manufacturers will structure. Our price target moves from $40 a INSIDER TRANSACTIONS: Recent Filings
be playing catch-up for quite some time [to share to $44, based on 23 times estimated Purchases Sales
$ Val $ Val
meet demand]. While fiscal-2021 upside is calendar-2022 earnings per share of $1.95. Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)
limited, due to product availability con- Outlook TherapeuticsOTLK 1 8,360,000 8,360 MedalliaMDLA 2 870,500 37,160
straints, this gives us even greater confi- PPG •PPG-NYSE Msc Industrial DirectMSM 1 67,796 5,291 Texas InstrumentsTXN 10 144,927 24,710
SurgalignSRGA 5 3,324,871 4,987 WorkhorseWKHS 5 666,442 19,851
dence that our well-above-consensus esti- Buy • Price $131.91 on Feb. 4 Teledyne TechnologiesTDY 1 10,000 3,660 SquareSQ 3 91,018 19,662
mates are within reach. by Fermium Research Texas Instruments TXN 1 5,975 997 Palo Alto NetworksPANW 2 52,000 18,814
The RV industry continued to run in the IntelINTC 1 9,095 503 Svb FinancialSIVB 6 33,276 15,417
Brown & BrownBRO 1 10,000 434 AdobeADBE 3 32,869 15,253
20% to 30% growth range through November This morning, PPG reached yet another Alliance Data SystemsADS 1 6,000 411 Adaptive BiotechnologiesADPT 5 252,813 14,810
(the most recently available data), and man- definitive agreement to acquire the Finnish Crown Castle InternationalCCI 1 2,000 328 First Interstate BancsystemFIBK 2 331,367 13,192
agement has not seen a meaningful slow- paint company Tikkurila [ticker: TIK1V.Fin- Accelerate DiagnosticsAXDX 1 30,868 314 MorningstarMORN 1 55,193 12,822
Bank Of South CarolinaBKSC 5 14,364 235 Stanley Black & DeckerSWK 1 67,000 11,658
down. In the absence of an economic, politi- land] for 34 euros [$40.72] a share, an 8.8% Century BancorpCNBKA 3 1,921 150 Tradeweb MarketsTW 5 152,273 9,646
cal, or pandemic-related collapse, manage- premium to the recent bid by Dutch rival Air TAIRT 2 7,332 148 Boot BarnBOOT 4 143,596 8,162
5 18,852 127 1 63,190 7,745
ment doesn’t anticipate a near-term break- Akzo Nobel [AKZA], and a 36% increase QumuQUMU Agilent TechnologiesA
Steel PartnersSPLPPR 1 6,065 126 Interactive BrokersIBKR 2 120,792 7,662
down of this trend. Beyond 2021, manage- from PPG’s initial offer. To help justify this AccurayARAY 1 20,000 100 SmiledirectclubSDC 2 487,000 7,573
ment continues to be quite optimistic, given additional premium, PPG declared that it had Tracon PharmaceuticalsTCON 1 11,000 99 PaychexPAYX 1 82,488 7,407
2 2,080 99 1 310,000 7,303
secular and demographic trends that were uncovered additional synergies during the FastenalFAST
Sierra BancorpBSRR 1 4,000 88
Pure StoragePSTG
Advanced Micro DevicesAMD 1 81,500 7,237
favorable prior to the pandemic and have course of its due diligence. We can readily Marine ProductsMPX 3 5,250 86 AmerescoAMRC 3 118,450 6,996
been supercharged over the past 11 months. understand if investors’ initial view is one of 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
Industry estimates suggest that the mix of surprise, given PPG’s history of discipline, the 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
new customers approached 50% of total sales though with the plethora of bidders, perhaps shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales,
in 2020, versus 20% to 25% in a normal year. Tikkurila is really worth it. Tikkurila an- and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters

Management sees this as just the first wave
of new buyers. And many existing RV own-
ers were limited last year in their ability to
replace/upgrade their units. This also creates
incremental demand. We are raising our 12-
month price target to $77, from $70.
Corning • GLW-NYSE
Buy • Price $35.23 on Jan. 27
by Bank of America Securities
Corning reported fiscal fourth-quarter reve-
nue and earnings of $3.3 billion and 52 cents
To be considered for this section, material
should be sent to Research@barrons.com.
nounced today that its 2020 sales had reached
€582 million, up 3%, year over year, and just INSIDER TRANSACTIONS RATIO
shy of consensus €586 million expectations.
60
PPG already had to increase its initial bid
after facing a competitive offer from Hempel. 50
It was a simple decision for Tikkurila’s board
40
to accept this offer, as a transaction with PPG Ratio = 10
Bearish
is less complex than one with Akzo, which 30
would require divestitures.
20
In exchange for the latest offer, PPG re-
ceives an increase in a potential breakup fee 10
from Tikkurila, as well as an acceleration in Bullish
0
the timeline to close, with March in the pic- F M A M J J A S O N D J
ture or at the beginning of the second quar-
ter, to allow PPG to reap the benefit from the Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish.
second-quarter/third-quarter coatings season. The total top 20 sales and buys are 273,080,593 and 26,544,902 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.
”Silver has been holding above its 15-week moving average since December, and it’ll remain strong by
staying above it at $25. The next milestone to surpass is the $30 level.” —MARY ANNE AND PAMELA ADEN, THE ADEN REPORT
What GameStop Taught Us
The Weekly Speculator
Marketfield Asset Management
marketfield.com
Feb. 4: After all is said and done, one of the
most lasting effects of the GameStop (ticker:
GME) episode will be to educate many mar-
ket participants about the key role and ulti-
mate power held by the clearing institution,
the Depository Trust Company. One of the
stranger aspects of the affair has been the
attempt to paint it as some form of moral
crusade, or an opportunity for the “little
guy” to get even with Wall Street. The truth
is that some large investors lost a great deal
of money, while others were well rewarded,
just as some small investors will have reaped
life-changing sums while others will have lost
funds that may prove to be equally impactful.
In this sense, the market is a meritocracy,
which isn’t quite the same as saying that it is
always fair in delivering outcomes.
What is also clear is that late January saw
a very significant degrossing of levered
hedge-fund investors, without causing a deep
correction in the equity market. The S&P 500
essentially respected support at the 50-day
moving average, and didn’t need to move
down to 3600, which we had set as a “worst
case” target. The Nasdaq 100, Russell 2000,
and MSCI Emerging Markets Index didn’t
need to touch their corresponding trend sup-
port, and all three indexes managed to gen-
erate a positive return in January, unlike the
S&P 500, which registered a small loss. The
subsequent bounce has been rapid and broad,
as would be expected from a catalyst that
was both technical and ephemeral in nature.
That it is not a wholly positive or inconse-
quential affair. The long bull market is now
showing signs of developing into a historic
mania. This doesn’t mean that a market peak
is imminent, but the normative process—
whereby what is “appropriate” is ultimately
influenced by extremes—means that the lev-
els of risk being taken by the average inves-
tor are probably significantly higher than
they were pre-Covid.
—MICHAEL SHAOUL, TIMOTHY BRACKETT
BARRON’S
Heigh-Ho Silver!
The Aden Forecast Weekly Update
The Aden Forecast
adenforecast.com
Feb. 4: Silver caught on fire by zipping up to
the August highs near $30 on Monday during
the Reddit buying frenzy. Silver was strong
anyway, and it’s been holding up well, so
whoever pegged silver knew what they were
doing. Silver shares also got a big boost up-
ward, and while they have since calmed
down, it looks like volatility will stay with us.
Silver has been holding above its 15-week
moving average since December, and it’ll re-
main strong by staying above it at $25. The
next milestone to surpass is the $30 level, the
highs for this bull market. If clearly broken,
another leg up will be underway. Keep your
silver and silver share positions.
—MARY ANNE AND PAMELA ADEN
How to Play Oil’s Recent Rally
Daily Insights
BCA Research
bcaresearch.com
Feb 4: The recent oil rally will have conse-
quences for asset prices beyond the energy
market. While higher oil prices benefit oil
exporters, they hurt the economies of oil im-
porters, often with a lag.
A great example of these dynamics is
China. The Chinese economy is a large oil im-
porter; hence, rising oil prices act as a tax on
Chinese growth. Moreover, Chinese A shares
massively overweight tech stocks, which re-
ceive no benefit from higher energy prices. In
fact, over the past four years, increasing
Brent prices reliably lead to a decline in on-
shore domestic markets by roughly three
months. The current setup is reminiscent of
early 2018. Back then, Chinese A shares had
been rallying for a few months after oil prices
had started to rally. Ultimately, a deceleration
in Chinese growth and cautious policy making
from Beijing resulted in a powerful selloff of
Chinese equities. Today, Chinese growth is
once again decelerating and Beijing is con-
ducting some significant regulatory tighten-
ing, while the People’s Bank of China is drain-
ing liquidity. Thus, a significant correction in
Chinese shares is likely this spring.
A lower-octane strategy to play these dy-
namics is to go long United Kingdom equi-
ties relative to Germany’s while espousing
the implicit currency exposure. German eq-
uities are extremely underweight energy,
and Germany imports its entire oil con-
sumption. Meanwhile, the U.K. benchmark
is replete with energy stocks and the U.K.
remains an oil producer, even if it imports
some of its oil (rising Brent represents a
comparatively smaller tax on the U.K. econ-
omy). As a side benefit, the pound is very
cheap against the euro and the U.K.’s vacci-
nation campaign is massively ahead of the
eurozone’s, which could result in earlier eco-
nomic dividends north of the Channel and
hurt the euro/pound in the process.
—MATHIEU SAVARY AND TEAM
High-Yield Opportunities
Carret Credit Insight
Carret Asset Mangaement
carret.com
Feb. 3: At year-end 2020, the iBoxx High-
Yield Index yielded 4.23%, an all-time low.
Spreads also registered record tightness.
Low yields aren’t a surprise as investors
globally reach for income. The Federal Re-
serve has backstopped the “fallen angels,”
allowing many high-yield (HY) companies to
refinance at ever-lower rates and extend up-
coming maturities for another day. Strong
equity markets are forecasting an earnings
rebound, and the vaccines will bring
brighter days soon. We continue to find at-
tractive values in the short/intermediate
portion of the high-quality HY market.
We want to share a recent academic
study with you regarding the risk and re-
turns in the HY bond market: George Ma-
son University recently published a report
on HY bond-fund returns and volatility rela-
tive to equities (S&P 500). Since 1990, the
average HY bond fund has delivered aver-
age annualized returns of 7.1% with a vola-
February 8, 2021
tility of 7.7%. Over the same time period,
the S&P 500 delivered an average annual-
ized return of 7.8%, but with almost double
the volatility of 14.5%. The conclusion: HY
bonds have paid total returns near those of
the U.S. stock market with half of the vola-
tility. We believe the HY market will offer
competitive returns in the decade ahead, as
equity valuations have risen and Treasury
yields have plummeted. Our ability to utilize
busted convertibles, preferreds, and special-
situation income investments enhances our
cash-flow opportunities.
—JASON R. GRAYBILL, NEIL D. KLEIN
Emerging Markets Blast Off
PCM Report
Peak Capital Management
pcmstrategies.com
Feb. 1: So far, 2021 has been a good year for
emerging-market equities. Year to date, the
iShares MSCI Emerging Markets ex-
change-traded fund (EEM) is higher by
roughly 8%, compared to a gain of approxi-
mately 3% for the SPDR S&P 500 ETF
(SPY). Ever since the financial crisis of
2008, emerging markets collectively have
woefully lagged U.S. equities.
What could propel the asset class higher
in 20201 and beyond? In the long term, the
likely catalyst is demographics. Developed
markets such as the U.S. and Europe have
aging populations, which could suggest
lower productivity and gross-domestic-prod-
uct growth over the next decade compared
to emerging-market economies.
In its most recent capital-markets report,
JPMorgan projected GDP growth across
emerging markets to be 3.9% in 2021, com-
pared to 1.6% across developed markets. The
report suggests China and India will drive
GDP growth, and emerging markets’ produc-
tivity and human capital will gradually con-
verge to developed-market levels.
—CLINT PEKRUL
To be considered for this section, material, with
the author’s name and address, should be sent
to MarketWatch@barrons.com.
February 8, 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.
19.17 4.30 APi Group APG ... ... 18.31 +0.40 ...
Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 18.74 4.12 ApolloComRlEst ARI 11.8 47 11.90 +0.72 .35 Kickoff: President Biden and the Democrats are going big on stimulus.
55.39 19.46 ApolloGlbMgmt APO 4.6 dd 50.69 +4.75 .60
12.31 9.90 ApolloStratGr APSG.UT ... ... 11.66 +0.33 ... Wall Street cheered. For the week, the Dow rose 3.9% to 31,148. Dow
Please visit the new Market Lab home page on barrons.com under Data. 11.40 9.65 ApolloStratGrA APSG ... ... 10.87 +0.28 ...
Inc. gained 10% over the week, while UnitedHealth Group lost 2.7%.
2.93 1.00 ApolloStratGrWt APSG.WT ... ... 2.55 +0.25 ...
www.barrons.com/market-data/market-lab 15.35 4.48 AppleHospREIT APLE .0 dd 13.09 +0.61 .10 Monday Tuesday Wednesday Thursday Friday
86.06 30.66 AppliedIndlTechs AIT 1.7 dd 78.85 +8.46 .33
141.33 79.84 Aptargroup ATR 1.0 45 140.66 +7.69 .36 31240
152.78 29.22 Aptiv APTV ... 22 147.13 +13.53 ...
52-Week Tick Div 52-Week Tick Div 43.17 9.65 Aramark ARMK 1.2 dd 36.69 +2.40 .11
High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 15.80 3.54 ArborRealty ABR 8.0 17 15.45 +1.19 .32
25.76 6.64 ArcelorMittal MT ... dd 22.21 +0.62 ... 30890
A 847.95 426.87 Alleghany Y .0 dd 601.18 +34.33 15.00
20.78 4.95 AlleghenyTechs ATI ... dd 18.35 +1.34 ... 59.49 21.80 ArchResources ARCH .0 dd 49.41 +1.49 .50
139.24 77.37 Allegion ALLE 1.1 35 113.79 +6.78 .32 53.99 28.92 ArcherDaniels ADM 2.8 17 53.30 +3.29 .37
45.84 8.56 AAR AIR .8 dd 37.01 +3.46 .075 82.94 48.22 Allete ALE 3.7 19 66.09 +3.25 .63 10.36 2.09 Archrock AROC 6.1 dd 9.56 +0.69 .145
30.89 14.71 ABB ABB 2.3 12 28.82 –0.69 .8252 30540
107.00 20.51 AllianceData ADS 1.0 19 84.86 +17.21 .21 31.59 5.80 Arconic ARNC ... 18 26.16 +0.96 ...
42.95 19.79 ABMIndustries ABM 1.9 dd 39.43 +2.69 .19 38.78 13.24 AllianceBernstein AB 7.3 14 38.47 +3.12 .69 7.54 2.92 ArcosDorados ARCO .0 dd 5.50 +0.56 .03
11.38 3.51 ACCO Brands ACCO 2.9 11 8.86 +0.77 .065 45.92 26.15 AllisonTransm ALSN 1.6 14 43.11 +2.41 .17 64.11 28.14 Arcosa ACA .3 26 61.53 +5.74 .05
56.59 25.11 ADC Therap ADCT ... dd 30.30 +1.73 ... 125.92 64.13 Allstate ALL 2.0 6 106.92 –0.26 .54 41.42 9.85 ArcusBiosci RCUS ... dd 40.50 +5.77 ...
17.21 3.41 ADT ADT 1.5 dd 9.30 +0.27 .035 30190
42.35 10.22 AllyFinancial ALLY 1.8 15 41.64 +3.80 .19 21.54 9.20 Ardagh ARD 3.2 dd 18.58 +1.58 .15
12.41 9.90 AEA-Bridges IMPX.UT ... ... 12.00 +0.26 ... 14.37 1.93 AlphaMetal AMR ... dd 12.88 +1.54 ... 7.92 2.61 ArdmoreShipping ASC .0 8 3.76 +0.56 .05 (Prev Fri's
11.25 9.65 AEA-BridgesA IMPX ... ... 10.95 +0.19 ... 19.84 7.74 AlpineIncmProp PINE 5.4 93 16.41 +0.99 .22 10.75 10.26 AresAcqn AAC.UT ... ... 10.55 +0.55 ... Close)
2.30 0.65 AEA-BridgesWt IMPX.WT ... ... 2.09 +0.33 ... 17.72 2.78 AresCommRealEst ACRE 10.8 23 12.17 +0.85 .33
+229.29 +475.57 +36.12 +332.26 +92.38
10.90 3.59 AltaEquipment ALTG ... dd 10.36 +0.87 ... 29840
55.73 21.76 AECOM ACM ... dd 54.37 +4.27 ... 3.34 0.45 AltaEquipWt ALTG.WT ... ... 1.93 –0.02 ... 49.86 20.20 AresMgmt ARES 3.3 91 48.67 +3.51 .40
28.68 8.11 AES AES 2.2 dd 26.86 +2.47 .1505
10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
185.75 75.17 Alteryx AYX ... dd 133.30 +7.25 ... 54.50 29.91 Argan AGX 2.2 cc 44.89 +1.66 1.00
53.35 23.07 Aflac AFL 2.9 7 45.45 +0.27 .33 38.30 15.96 AlticeUSA ATUS ... cc 36.87 +1.30 ... 67.99 25.00 ArgoGroup ARGO 3.0 dd 41.31 +0.96 .31
124.85 35.33 AGCO AGCO .5 21 119.69 +8.79 .16 13.07 9.86 AltimarAcqn ATAC.UT ... ... 11.22 ... ... 323.83 156.63 AristaNetworks ANET ... 36 321.91 +14.35 ...
16.70 1.46 AG Mortgage MITT 3.3 dd 3.60 +0.06 .03 12.07 10.00 AltimarAcqnA ATAC ... ... 10.42 –0.03 ... 6.77 1.40 ArlingtonAsset AAIC ... dd 3.69 +0.07 ...
3.16 1.29 AHBeloA AHC 6.5 dd 2.46 +0.26 .04 3.78 1.30 AltimarAcqnWt ATAC.WT ... ... 2.32 –0.02 ... 10.49 1.20 ArloTech ARLO ... dd 8.22 –0.19 ... 52-Week Tick Div 52-Week Tick Div
20.36 1.91 AMC Ent AMC .0 dd 6.83 –6.43 .03 10.69 10.00 AltimarAcqnII ATMR.UT ... ... 10.60 ... ... 18.92 6.40 ArmadaHoffler AHH 3.9 25 11.33 +0.58 .11 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
89.22 36.65 AMN Healthcare AMN ... 40 74.49 +2.37 ... 15.21 11.56 AltimeterGrw2 AGCB ... ... 12.37 +0.53 ... 21.15 4.95 ArmourRes ARR 10.1 dd 11.83 +0.66 .10 53.00 32.09 Avista AVA 4.2 21 38.19 +0.71 .405 28.83 11.15 BauschHealth BHC ... dd 28.13 +2.63 ...
16.53 5.02 AMTD Intl HKIB ... ... 6.35 –0.15 ... 46.68 30.95 Altria MO 8.1 18 42.47 +1.39 .86 5.60 1.12 ArmstrongFlooring AFI ... dd 4.94 +1.18 ... 70 95.19 69.10 BaxterIntl BAX 1.3 36 77.30 +0.47 .245
31.48 12.92 AxaltaCoating AXTA ... 27.74 +0.75 ...
2.27 0.34 ARC Document ARC 1.8 17 2.21 +0.25 .01 9.95 4.60 AlumofChina ACH ... 77 8.09 +0.44 ... 111.46 57.96 ArmstrongWorld AWI 1.0 dd 81.58 +3.37 .21 44.05 13.69 AxosFinancial AX ... 13 43.95 +5.00 ... 20.50 4.39 BeazerHomes BZH ... 9 19.27 +2.65 ...
7.80 3.17 ASETech ASX 1.1 18 7.80 +1.14 .1363 17.71 9.51 AlussaEnergy ALUS.UT ... ... 15.81 +2.51 ... 108.27 39.25 ArrowElec ARW ... 13 100.41 +2.78 ... 41.75 5.30 Azul AZUL ... dd 24.14 +2.19 ... 284.97 197.75 BectonDicknsn BDX 1.3 49 254.68 –7.11 .83
92.00 29.04 ASGN ASGN ... 26 89.20 +6.29 ... 15.28 9.25 AlussaEnergyA ALUS ... cc 13.95 +2.27 ... 55.25 17.69 ArtisanPtrsAsset APAM 5.2 16 53.25 +4.85 .31 53.60 12.20 AzurePowerGlbl AZRE ... dd 40.35 +2.44 ... 53.04 25.54 Belden BDC .4 dd 51.97 +4.73 .05
38.82 26.08 AT&T T 7.2 dd 28.93 +0.30 .52 4.62 0.47 AlussaEnergyWt ALUS.WT ... ... 3.99 +0.83 ... 40.12 20.57 Asana ASAN ... dd 39.08 +3.71 ... 26.53 13.56 BellRingBrands BRBR ... 38 24.35 +1.09 ...
11.00 3.43 A10Networks ATEN ... 85 10.58 +0.65 ... 172.32 39.36 AsburyAutomotive ABG ... 12 155.12 +12.51 ...
65.53 31.82 AXIS Capital AXS 3.4 dd 49.06 +3.16 .42
22.48
10.15
8.74
3.24
AmbacFin
AmbacFinWt
AMBC
AMBC.WT
...
...
dd
...
14.92
4.47
+0.50
+0.23
...
... 11.96 10.00 AscendantDigital ACND.UT ... ... 11.50 +0.50 ... B 30.76
79.92
14.06
43.05
BenchmarkElec
Berkley
BHE
WRB
2.3
.7
72
23
27.51
65.75
+2.18
+3.61
.16
.12
43.38 26.35 Azek AZEK ... dd 42.30 +2.41 ... 3.95 1.90 Ambev ABEV ... 24 2.92 +0.13 ... 11.00 9.57 AscendantDigA ACND ... ... 10.62 +0.32 ... 356500 239440 BerkHathwy A BRK.A ... 16 354401 +10301 ...
51.68 19.31 AZZ AZZ 1.4 cc 50.35 +2.76 .17 .1175 2.25 0.93 AscendantDigWt ACND.WT ... ... 1.85 +0.38 ... 47.84 10.39 B&G Foods BGS 5.8 16 32.60 –5.48 .475
12.40 5.80 Amcor AMCR 4.1 23 11.47 +0.53
49.26 31.66 BCE BCE 5.8 23 43.43 +1.03 .6816 236.98 159.50 BerkHathwy B BRK.B ... 16 235.16 +7.29 ...
31.00 16.20 Aaron's AAN ... ... 19.63 +2.69 ... 87.66 58.74 Ameren AEE 2.8 22 74.20 +1.48 .515 27.25 1.27 AshfordHosp AHT ... dd 2.88 –0.04 ... 29.42 8.55 BerkshireHills BHLB 2.5 dd 18.90 +2.32 .12
124.82 61.61 AbbottLabs ABT 1.5 49 124.03 +0.44 .45 65.46 13.38 Ameresco AMRC ... 60 65.27 +9.18 ... 89.62 38.88 AshlandGlobal ASH 1.3 dd 84.97 +4.98 .275 5.83 1.91 BEST BEST ... dd 2.52 +0.31 ...
57.94 25.00 BerryGlobal BERY ... 12 57.26 +7.89 ...
113.41 62.55 AbbVie ABBV 4.8 38 108.73 +6.25 1.30 18.04 10.12 AmericaMovil AMX 2.5 33 13.52 +0.31 .1771 24.00 4.09 AspenAerogels ASPN ... dd 23.62 +3.56 ... 20.12 5.69 BG Staffing BGSF 2.8 75 14.08 +1.46 .10
124.89 48.11 BestBuy BBY 1.9 17 114.53 +5.71 .55
26.30 7.42 Abercrombie&Fitch ANF .0 dd 26.04 +2.97 .20 17.94 10.41 AmericaMovil A AMOV 2.6 33 13.48 –0.48 .1771 12.39 9.85 AspirCnsUn ASPL.UT ... ... 11.37 +0.57 ... 74.41 29.78 BHP Group BHP 3.5 22 67.78 +1.00 1.30
67.00 10.13 BigLots BIG 2.2 4 55.62 –4.06 .30
25.75 9.10 AcadiaRealty AKR .0 57 15.10 +0.60 .29 46.94 20.15 AmericanAssets AAT 3.5 46 28.81 +1.18 .25 11.75 9.65 AspirCnsA ASPL ... ... 10.68 +0.15 ... 60.97 23.64 BHP Group BBL 4.2 18 56.55 +1.93 1.30
681.95 250.50 BiglariA BH.A ... dd 599.48 +28.40 ...
15.11 5.22 AccelEnt ACEL ... dd 10.53 +0.90 ... 10.62 2.50 AmericanAxle AXL ... dd 10.34 +1.53 ... 2.58 0.73 AspirCnsWt ASPL.WT ... ... 2.10 +0.14 ... 50.18 18.84 BJ'sWholesale BJ ... 16 41.89 –0.18 ...
135.00 37.85 BiglariB BH ... dd 120.18 +5.44 ...
271.18 137.15 Accenture ACN 1.4 31 253.54 +11.62 .88 34.02 13.94 AssetMarkFin AMK ... dd 25.12 +2.10 ... 14.46 6.41 BP Midstream BPMP 11.7 7 11.85 +0.19 .3475
49.02 20.13 AmCampus ACC 4.4 84 42.89 +1.73 .47 190.30 23.61 Bill.com BILL ... dd 184.69 +62.81 ...
135.59 67.46 AcuityBrands AYI .4 19 121.09 +0.85 .13 25.46 6.54 AmerEagle AEO 2.2 dd 25.29 +2.60 .1375 20.61 10.23 AssociatedBanc ASB 3.8 10 19.17 +1.23 .18 37.22 14.74 BP BP 9.0 dd 20.81 –1.41 .315 100.77 26.56 BiohavenPharm BHVN ... dd 87.13 +1.91 ...
46.00 20.65 Acushnet GOLF 1.3 37 45.96 +5.14 .155 34.25 9.07 AmEqtyLf AEL 1.1 3 29.79 +0.60 .32 45.23 24.19 AssocCapital AC .6 dd 36.25 +3.41 .10 7.49 1.26 BP Prudhoe BPT ... 5 3.55 +0.56 ... 648.39 309.38 Bio-RadLab A BIO ... 5 616.48 +42.71 ...
8.39 3.31 Adecoagro AGRO ... dd 8.07 +0.61 ... 138.04 67.00 AmerExpress AXP 1.4 34 126.28 +10.02 .43 143.67 76.27 Assurant AIZ 2.0 20 134.36 –1.11 .66 7.35 2.27 BRF BRFS ... 13 4.18 +0.25 ... 642.05 324.07 Bio-RadLab B BIO.B ... 5 583.20 +26.65 ...
38.26 5.90 Adient ADNT ... dd 36.93 +4.64 ... 115.03 44.01 AmericanFin AFG 2.0 12 100.15 +6.01 .50 47.97 13.64 AssuredGuaranty AGO 2.1 10 37.63 +1.88 .20 18.26 6.00 BRT Apartments BRT 5.7 dd 15.37 +1.39 .22 87.12 48.07 BlackHills BKH 3.6 17 61.93 +2.81 .565
10.60 10.21 AditEdTech ADEX.UT ... ... 10.43 +0.16 ... 32.04 17.50 AmHomes4Rent AMH .6 cc 30.94 +0.71 .05 28.44 1.20 AtHomeGroup HOME ... dd 24.49 +0.12 ... 70.57 40.40 BWX Tech BWXT 1.4 20 56.11 +2.19 .19 97.19 50.01 BlackKnight BKI ... 61 85.80 +4.11 ...
43.85 19.76 AdtalemGlbEduc ATGE ... 9 39.50 +0.91 ... 56.42 16.07 AIG AIG 3.1 dd 41.68 +4.24 .32 21.39 3.78 Atento ATTO ... dd 20.84 +4.42 ... 7.64 0.77 Babcock&Wilcox BW ... dd 6.59 +1.04 ... 10.63 4.04 BlackStoneMin BSM 6.3 18 9.53 +1.00 .175
177.92 71.33 AdvanceAuto AAP .6 23 157.28 +8.14 .25 14.89 5.99 AmRltyInv ARL ... 17 9.68 +1.05 ... 50.43 13.37 Athene ATH ... 10 44.45 +3.56 ... 109.19 41.50 BadgerMeter BMI .7 59 99.67 +7.96 .18 28.77 2.70 BlackBerry BB ... dd 13.23 –0.87 ...
109.46 22.13 AdvDrainageSys WMS .4 42 99.74 +17.26 .09 96.64 65.11 AmerStWater AWR 1.6 36 81.35 +4.09 .335 58.57 10.85 AtkoreIntl ATKR ... 14 58.54 +14.18 ... 24.04 9.12 BakerHughes BKR 3.3 dd 22.08 +1.99 .18 788.00 323.98 BlackRock BLK 2.3 23 726.33 +25.07 4.13
24.93 8.06 AdvanSix ASIX ... 39 23.93 +2.61 ... 272.20 174.32 AmerTowerREIT AMT 1.9 55 232.99 +5.63 1.21 3.06 1.70 AtlanticPower AT ... dd 2.99 +0.03 ... 102.76 51.26 Ball BLL .7 51 89.39 +1.37 .15 71.50 33.00 Blackstone BX 3.2 66 70.84 +3.65 .96
4.40 1.80 Aegon AEG 1.4 10 4.31 +0.22 .071 19.00 11.35 AmerVanguard AVD .5 49 17.73 +1.18 .02 10.65 9.55 AtlStreetAcqn ASAQ ... ... 10.37 +0.20 ... 59.11 7.22 Bally's BALY .0 dd 54.91 +2.43 .10 40.62 12.67 BlackstoneMtg BXMT 8.7 30 28.40 +1.74 .62
2.74 1.34 Aenza AENZ ... dd 2.40 +0.01 ... 172.56 92.00 AmerWaterWorks AWK 1.3 45 165.01 +5.99 .55 11.24 9.82 AtlStreetAcqn ASAQ.UT ... ... 11.04 +0.14 ... 19.38 6.44 BancCalifornia BANC 1.3 dd 18.02 +1.17 .06 23.71 11.29 BlockHR HRB 5.5 19 18.98 +1.75 .26
64.86 10.42 AerCap AER ... dd 43.75 +5.51 ... 43.75 21.34 AmericanWell AMWL ... dd 35.07 –0.34 ... ... ... AtlStreetAcqnWt ASAQ.WT ... ... 1.38 ... ... 5.09 2.10 BancoBBVA BBAR ... 2 2.97 +0.28 ... 43.20 3.00 BloomEnergy BE ... dd 42.36 +7.45 ...
57.27 32.15 AerojetRocket AJRD .0 35 52.75 +0.71 5.00 11.00 10.05 AmericasTechAcqn ATA.UT ... ... 10.89 +0.25 ... 12.65 5.39 Atlas ATCO 4.1 13 12.25 +1.01 .125 5.80 2.49 BancoBilbaoViz BBVA 4.3 dd 5.29 +0.71 .1744 28.84 2.01 BlueApron APRN ... dd 9.81 –0.29 ...
120.12 44.37 AffiliatedMgrs AMG .0 49 112.41 +2.22 .01 10.27 10.00 AmericasTechA ATA ... ... 10.18 +0.07 ... 12.31 9.93 AtlasCrestInvt ACIC.UT ... ... 12.03 +1.19 ... 6.92 2.58 BancoBradesco BBDO 2.0 11 4.22 +0.26 .0037 9.82 3.25 BluegreenVac BXG .0 50 7.90 +0.17 1.19
129.34 61.13 AgilentTechs A .6 53 123.18 +3.01 .194 1.78 0.85 AmericasTechWt ATA.WT ... ... 1.51 +0.66 ... 11.82 9.73 AtlasCrestInvt ACIC ... ... 11.32 +0.98 ... 22.33 12.50 BancodeChile BCH 3.0 ... 20.53 ... .5131 16.22 4.24 BluegreenVac BVH ... dd 15.32 +2.23 ...
89.23 31.00 AgnicoEagle AEM 2.0 27 70.99 +1.14 .35 41.29 23.30 AmericoldRealty COLD 2.3 83 36.52 +1.61 .21 2.45 1.30 AtlasCrestInvtWt ACIC.WT ... ... 2.40 +0.71 ... 20.80 7.73 Bladex BLX 6.4 9 15.52 +0.28 .25 41.41 3.60 BlueLinx BXC ... 8 40.98 +5.60 ...
80.51 45.23 AgreeRealty ADC 3.8 36 66.13 +2.93 .207 214.50 80.01 Ameriprise AMP 2.0 18 211.06 +13.19 1.04 10.75 10.55 AtlasCrestII ACII.UT ... ... 10.56 +0.56 ... 34.29 11.45 BancoMacro BMA ... 2 14.30 +0.98 ... 10.70 10.30 BlueRiverAcqn BLUA.UT ... ... 10.52 +0.12 ...
46.20 8.41 AirLease AL 1.5 9 43.17 +3.54 .16 112.88 72.06 AmerisourceBrgn ABC 1.6 dd 109.69 +5.49 .44 121.08 77.92 AtmosEnergy ATO 2.8 17 89.05 +0.05 .625 9.97 3.69 BancSanBrasil BSBR 1.8 16 7.74 +0.52 .0254 13.35 9.85 BluescapeOpps BOAC.UT ... ... 12.52 +1.07 ...
327.89 167.43 AirProducts APD 2.4 30 253.15 –13.61 1.50 125.81 54.82 Ametek AME .6 31 117.00 +3.74 .18 20.83 17.00 Atotech ATC ... dd 19.00 +2.00 ... 22.59 11.43 BcoSantChile BSAC ... 15 20.57 +0.38 ... 13.09 10.03 BluescapeOppsAcqn BOAC ... ... 11.10 +0.58 ...
14.25 9.96 AjaxI AJAX.UT ... ... 13.48 +1.02 ... 5.56 2.40 AmnealPharm AMRX ... 13 5.20 +0.39 ... 21.60 3.71 AuroraCannabis ACB ... dd 12.80 +1.65 ... 8.01 2.52 BcoSantMex BSMX ... 8 5.18 +0.20 ... 3.15 1.39 BluescapeOppsWt BOAC.WT ... ... 2.55 +0.46 ...
13.35 11.00 AjaxI AJAX ... ... 12.52 +0.81 ... 8.13 1.94 Ampco-Pitt AP ... 12 7.99 +1.51 ... 147.67 59.54 Autohome ATHM .6 32 130.22 +19.99 .77 4.08 1.71 BancoSantander SAN ... dd 3.35 +0.42 ... 349.95 89.00 Boeing BA .0 dd 207.93 +13.74 2.055
4.30 2.50 AjaxIWt AJAX.WT ... ... 3.65 +0.61 ... 137.18 63.05 Amphenol APH .9 33 129.50 +4.62 .29 95.93 38.16 Autoliv ALV .0 44 94.49 +5.78 .62 55.45 16.27 BanColombia CIB 3.0 34 36.44 +1.25 .3201 53.32 20.08 BoiseCascade BCC .8 12 50.00 +2.37 .10
154.66 70.99 AlamoGroup ALG .4 30 147.10 +7.51 .14 5.89 0.49 AmplifyEnergy AMPY .0 dd 2.55 +0.74 .10 78.33 20.59 AutoNation AN ... 18 77.19 +5.91 ... 30.76 17.21 BancorpSouth BXS 2.7 14 28.66 +1.01 .19 25.80 8.25 BonanzaCreekEner BCEI ... 12 23.64 +2.98 ...
11.58 3.34 AlamosGold AGI ... 30 8.00 ... ... 9.49 3.98 Amrep AXR ... dd 9.15 +1.16 ... 1297.82 684.91 AutoZone AZO ... 16 1220.43 +102.06 ... 35.45 17.95 BankofAmerica BAC 2.2 17 32.37 +2.72 .18 62.50 8.03 BootBarn BOOT ... 44 60.62 +3.38 ...
66.96 20.02 AlaskaAir ALK .0 dd 54.18 +5.35 .375 80.52 26.04 Anaplan PLAN ... dd 80.45 +13.75 ... 184.41 55.50 Avalara AVLR ... dd 172.00 +22.00 ... 35.50 13.76 BankofButterfield NTB 5.4 11 32.37 +1.96 .44 100.26 54.37 BoozAllen BAH 1.8 21 82.09 –3.08 .37
78.79 30.46 AlbanyIntl AIN 1.1 24 74.76 +5.24 .20 38.50 12.66 AngloGoldAsh AU ... 33 23.05 –0.41 ... 229.40 118.17 Avalonbay AVB 3.7 29 172.22 +8.55 1.59 91.70 46.70 BankofHawaii BOH 3.3 21 81.61 +3.42 .67 12.84 4.06 BoqiiHolding BQ ... dd 11.18 +2.32 ...
188.35 48.89 Albemarle ALB 1.0 44 157.17 –5.49 .385 75.08 32.58 AB InBev BUD 1.6 dd 65.63 +2.94 .5669 57.24 35.62 Avangrid AGR 3.7 23 47.85 +1.58 .44 80.40 38.31 BankofMontreal BMO 4.3 14 76.64 +2.33 .8199 46.48 17.00 BorgWarner BWA 1.6 25 43.10 +1.11 .17
20.62 12.91 Albertsons ACI 2.4 9 16.93 –0.44 .10 10.50 3.51 AnnalyCap NLY 10.6 dd 8.57 +0.45 .22 50.00 19.46 AvanosMedical AVNS ... cc 47.95 +2.65 ... 47.51 26.40 BankNY Mellon BK 3.0 11 42.03 +2.20 .31 4.75 0.24 BorrDrilling BORR ... dd 1.07 +0.20 ...
26.20 5.16 Alcoa AA ... dd 20.95 +2.95 ... 8.80 1.69 AnteroMidstream AM 15.3 dd 8.04 –0.06 .3075 12.31 9.85 AvantiAcqn AVAN.UT ... ... 11.72 +0.51 ... 56.59 31.94 BkNovaScotia BNS 5.2 14 54.85 +1.56 .7064 1126.38 290.02 BostonBeer SAM ... 80 1123.33 +206.44 ...
76.26 39.37 Alcon ALC ... dd 75.66 +3.95 ... 8.03 0.64 AnteroResources AR ... dd 7.54 +0.60 ... 11.19 9.65 AvantiAcqnA AVAN ... ... 10.67 +0.39 ... 40.31 13.47 BankUnited BKU 2.5 18 37.49 +2.84 .23 147.83 69.69 BostonProps BXP 4.3 17 92.12 +0.85 .98
23.32 8.32 Alexander&Baldwin ALEX 4.2 cc 16.07 +0.95 .15 340.98 171.03 Anthem ANTM 1.6 16 290.85 –6.13 1.13 2.50 0.61 AvantiAcqnWt AVAN.WT ... ... 2.02 +0.13 ... 9.43 3.41 Barclays BCS ... ... 8.03 +0.75 ... 43.44 24.10 BostonSci BSX ... dd 38.96 +3.52 ...
330.00 223.03 Alexanders ALX 6.8 36 265.59 –1.61 4.50 3.80 0.79 AnworthMtg ANH 7.4 dd 2.70 +0.26 .05 30.99 6.66 Avantor AVTR ... cc 29.86 +0.37 ... 10.55 4.67 BaringsBDC BBDC 7.4 dd 9.19 +0.36 .17 22.09 8.64 Box BOX ... dd 18.13 +0.79 ...
179.79 109.22 AlexandriaRlEst ARE 2.5 29 171.70 +4.59 1.09 238.19 143.93 Aon AON .8 26 223.22 +20.12 .46 25.06 6.13 Avaya AVYA ... dd 24.79 +2.55 ... 7.60 1.11 Barnes&NobleEduc BNED ... dd 7.59 +1.73 ... 53.66 6.44 BoydGaming BYD ... dd 53.06 +7.90 ...
17.68 9.53 AlgonquinPwr AQN 3.5 21 17.53 +0.91 .1551 41.26 35.99 AptIncmREIT AIRC 4.3 ... 40.44 +1.67 .43 173.17 76.96 AveryDennison AVY 1.4 26 173.09 +22.22 .62 68.60 30.22 BarnesGroup B 1.3 30 50.58 +2.51 .16 56.34 33.00 Brady BRC 1.8 24 48.56 +2.65 .22
319.32 169.95 Alibaba BABA ... 31 265.67 +11.84 ... 7.42 3.27 ApartmtInv AIV 34.0 5 4.83 +0.24 .9831 46.38 8.69 Avient AVNT 2.1 55 40.97 +2.54 .2125 31.22 12.65 BarrickGold GOLD 1.4 13 22.33 –0.04 .09 8.41 1.14 BraemarHtls BHR ... dd 5.35 +0.35 ...

The Week’s Statistics

Barron's 50-Stock Average ............. 35 Dividend Boosts - Reductions......... 39 Gold & Silver Prices......................... 38 N.Y. Stock Exchange ...................... 13 Stock Volume ................................ 35
Bonds ............................................ 26 Dividend Ex-Payment Dates ........... 39 Gold Mining Index ......................... 38 Nasdaq National Market................ 18 Top Savings Deposit Yields............. 33
Cash Track ..................................... 28 DJ Averages ................................... 34 Indexes P/Es & Yields ...................... 35 New Corporate Listings ................. 39 Trading Diary ................................. 34
Charting the Market ...................... 9 DJ U.S. Total Market Industry Groups 36 Initial Public Offerings.................... 36 New Highs & Lows ......................... 37 Vital Signs...................................... 2
Dow Jones Averages ...................... 34 Investor Sentiment Readings ......... 38 Week In Stocks............................... 35
Closed-End Funds.......................... 32 NYSE Half-Hourly Volume .............. 36
Dow Jones Per Share Values ........... 35 Key Foreign Market Indexes ........... 27 Weekly Bond Statistics................... 38
Coming Earnings ........................... 36 Other Market Indexes .................... 34
Exchange Traded Portfolios ........... 23 Market Lab .................................... 34 Winners & Losers Stocks ................ 10
Conference Call Calendar............... 29 Federal Reserve Data Bank ............. 38 Money Rates, U.S. & Foreign .......... 38 Pulse of the Economy..................... 36
Delta Tactical Sentiment ................ 35 Foreign Exchange .......................... 38 Money Supply ............................... 38 SEC Form 144 Filings ...................... 35 For statistical queries please contact the
Statistics Team: 609-520-4799
Distributions & Offerings ............... 37 Global Stock Markets..................... 27 Mutual Funds ................................ 28 Stock Splits - Special Dividends ...... 39 or email: barronsstats@barrons.com
M14 BARRON’S February 8, 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.
16.25 7.48 BrandywineRealty BDN 6.6 6 11.48 +0.48 .19 11.48 9.96 Capstar CPSR.UT ... ... 11.20 +0.30 ... 5.05 2.90 CN Finance CNF ... 27 3.45 +0.39 ... 52.86 28.00 DTEEnergy DTP 6.6 ... 47.16 +0.78 .7813 176.49 39.01 Elastic ESTC ... dd 166.83 +14.87 ...
5.72 2.50 BrasilAgro LND 2.5 9 4.53 –0.29 .1117 10.88 9.65 CapstarSpacA CPSR ... ... 10.42 +0.11 ... 60.13 36.27 Coca-Cola KO 3.3 26 49.65 +1.50 .41 35.75 7.90 DXC Tech DXC .0 dd 25.94 –2.26 .21 14.49 4.60 EldoradoGold EGO ... 13 12.96 +1.75 ...
15.19 3.86 Braskem BAK ... dd 10.85 +1.98 ... 1.96 0.50 CapstarSpacWt CPSR.WT ... ... 1.45 +0.09 ... 57.11 28.35 Coca-Cola Euro CCEP 3.9 30 50.67 +4.20 1.00 22.74 4.22 Dana DAN .0 dd 22.06 +2.70 .10 19.40 5.35 ElementSolns ESI 1.1 37 17.48 +0.45 .05
17.82 5.86 BrighamMin MNRL 7.7 dd 14.64 +1.25 .24 8.41 1.97 CapsteadMtg CMO 10.3 dd 5.81 +0.47 .15 65.49 36.16 Coca-Cola Femsa KOF 4.8 cc 44.90 +1.36 1.1303 248.32 119.60 Danaher DHR .3 48 235.59 –2.25 .18 4.70 0.89 ElevateCredit ELVT ... 3 4.39 +0.11 ...
177.16 64.23 BrightHorizons BFAM ... cc 171.13 +19.16 ... 60.69 39.05 CardinalHealth CAH 3.6 12 54.26 +0.53 .4859 12.60 1.98 CoeurMining CDE ... dd 9.44 +0.39 ... 34.37 2.50 Danaos DAC ... 5 32.82 +6.38 ... 19.12 3.24 EllingtonFin EFC 7.6 dd 15.74 +0.78 .10
9.30 5.51 BrightScholarEduc BEDU 1.7 33 6.36 +0.32 .12 169.86 97.55 Carlisle CSL 1.4 26 151.94 +7.01 .525 78.82 33.52 Cohen&Steers CNS 2.3 43 67.79 +2.29 1.00 57.76 9.60 DanimerScientific DNMR ... dd 56.59 +14.09 ... 13.30 2.70 EllingtonResiMtg EARN 9.2 7 12.23 +0.27 .28
21.69 3.61 BrightSphere BSIG .2 11 20.36 +2.03 .01 128.58 37.59 CarMax KMX ... 28 126.17 +8.39 ... 12.39 9.90 CohnRobbins CRHC.UT ... ... 12.01 +0.75 ... 36.00 0.37 DanimerSciWt DNMR.WT ... ... 35.43 +11.49 ... 14.42 9.33 EmbotellAndinaA AKO.A 4.1 10 13.64 +0.64 .1646
16.50 6.85 BrightView BV ... dd 15.05 +0.87 ... 44.44 7.80 Carnival CCL .0 dd 21.31 +2.64 .50 11.46 9.65 CohnRobbinsA CRHC ... ... 11.17 +0.52 ... 121.22 8.32 DaqoNewEnergy DQ ... cc 109.19 +21.13 ... 17.36 10.15 EmbotellAndinaB AKO.B 3.7 12 16.50 +0.96 .1811
67.53 7.00 BrinkerIntl EAT .0 cc 65.64 +6.76 .38 42.18 7.08 Carnival CUK 10.7 dd 18.75 +2.75 .50 2.90 0.81 CohnRobbinsWt CRHC.WT ... ... 2.64 +0.81 ... 133.33 26.15 Darden DRI 1.0 dd 131.98 +15.09 .37 18.28 3.96 Embraer ERJ ... dd 7.09 +0.67 ...
86.06 33.17 Brink's BCO .8 dd 71.52 +3.39 .15 44.84 13.60 CarpenterTech CRS 2.4 dd 32.89 +1.65 .20 42.43 12.23 Colfax CFX ... dd 39.61 +2.49 ... 70.53 10.25 DarlingIngred DAR ... 23 67.74 +5.73 ... 10.80 1.50 EmeraldHldg EEX .0 dd 4.60 +0.54 .075
67.55 45.76 BristolMyers BMY 3.2 dd 60.92 –0.51 .49 36.12 13.54 CarriageSvcs CSV 1.1 61 35.11 +1.99 .10 174.16 61.50 ColfaxUn CFXA 3.5 ... 163.32 +9.24 1.4375 33.46 23.11 Datto MSP ... ... 25.23 +1.37 ... 137.61 46.37 EmergentBiosol EBS ... 38 117.55 +10.70 ...
0.74 0.26 BristolMyersRt CELG.RT .0 ... .36 ... .1479 41.94 11.50 CarrierGlobal CARR 1.2 22 39.15 +0.65 .12 86.41 58.49 ColgatePalm CL 2.2 25 79.87 +1.87 .44 125.28 62.20 DaVita DVA ... 17 109.18 –8.19 ... 86.61 37.75 EmersonElec EMR 2.3 25 86.11 +6.76 .505
35.91 10.50 Bristow VTOL ... dd 27.19 +2.98 ... 14.15 3.25 Cars.com CARS ... dd 13.49 +1.88 ... 19.50 9.85 ColonnadeAcqn CLA.UT ... ... 15.91 +3.12 ... 336.32 78.70 DeckersOutdoor DECK ... 25 316.73 +24.75 ... 13.85 5.19 EmpireStateRealty ESRT .0 ... 9.83 –0.03 .105
44.97 27.32 BritishAmTob BTI 7.2 11 37.24 +0.69 .6721 112.33 60.17 Carter's CRI .0 31 95.37 +7.33 .60 17.73 9.54 ColonnadeAcqnA CLA ... ... 14.19 +2.45 ... 313.02 106.14 Deere DE 1.0 36 309.24 +20.44 .76 44.90 25.53 EmployersHldgs EIG 3.2 11 31.21 +0.71 .25
21.38 7.51 BrixmorProp BRX 4.9 33 17.57 +0.64 .215 302.46 22.16 Carvana CVNA ... dd 288.15 +26.96 ... 4.57 0.50 ColonnadeWt CLA.WT ... ... 3.41 +0.91 ... 40.58 5.51 DelekLogistics DKL 9.4 10 38.31 –0.06 .91 10.85 9.80 Empower EMPW.UT ... ... 10.68 +0.13 ...
12.75 5.44 BroadmarkRealty BRMK 7.8 23 10.80 +0.51 .07 11.24 9.96 CascadeAcqn CAS.UT ... ... 11.15 +0.48 ... 5.49 1.33 ColonyCapital CLNY .0 dd 5.44 +0.48 .11 29.49 7.79 DelekUS DK .0 dd 21.39 +2.63 .31 10.60 9.75 EmpowerA EMPW ... ... 10.29 –0.05 ...
0.53 0.15 BroadmarkRltyWt BRMK.WT ... ... .29 +0.02 ... 10.42 10.05 CascadeAcqnA CAS ... ... 10.40 +0.35 ... 13.97 2.46 ColonyCredRlEst CLNC .0 dd 8.40 +0.50 .10 80.08 25.51 DellTechC DELL ... 25 79.61 +6.72 ... 1.50 0.89 EmpowerWt EMPW.WT ... ... 1.45 +0.20 ...
158.36 81.90 BroadridgeFinl BR 1.6 33 144.13 +2.82 .575 1.80 1.10 CascadeAcqnWt CAS.WT ... ... 1.70 +0.44 ... 22.71 7.63 ColumbiaProperty CXP 6.0 dd 14.08 +0.48 .21 59.92 17.51 DeltaAir DAL .0 dd 41.15 +3.19 .4025 10.55 10.18 EmpowermentI EPWR.UT ... ... 10.41 +0.11 ...
11.36 9.84 BroadstoneAcqn BSN.UT ... ... 11.00 +0.20 ... 13.98 3.15 CasperSleep CSPR ... dd 8.19 +0.27 ... 66.08 24.28 Comerica CMA 4.3 19 62.64 +5.44 .68 47.50 18.90 Deluxe DLX 3.2 cc 37.28 +3.39 .30 5.50 2.54 EmpresaDisCom EDN ... 1 3.62 +0.23 ...
10.69 9.60 BroadstoneAcqnA BSN ... ... 10.28 +0.13 ... 2.15 0.60 CastlightHealth CSLT ... dd 1.81 +0.03 ... 59.29 27.54 ComfortSystems FIX .8 15 58.10 +2.67 .11 11.40 9.98 DelwindsIns DWIN.UT ... ... 10.67 +0.25 ... 9.42 1.61 EnableMidstream ENBL 11.4 dd 5.80 +0.48 .1653
1.85 0.53 BroadstoneAcqnWt BSN.WT ... ... 1.47 +0.07 ... 124.48 31.04 Catalent CTLT ... 63 113.53 –1.52 ... 24.16 10.76 CommercialMetals CMC 2.2 10 21.60 +1.91 .12 10.17 9.95 DelwindsInsA DWIN ... ... 10.10 +0.10 ... 43.15 22.57 Enbridge ENB 7.4 50 35.17 +1.57 .6523
19.99 15.90 Broadstone BNL 5.5 34 18.32 +0.29 .25 11.30 5.13 CatchMarkTimber CTT 5.2 dd 10.41 +1.29 .135 70.62 47.01 CommBkSys CBU 2.5 22 68.29 +3.44 .42 1.30 0.81 DelwindsInsWt DWIN.WT ... ... 1.25 +0.24 ... 88.42 48.01 EncompassHealth EHC 1.4 29 82.25 +1.85 .28
8.57 1.47 BrookdaleSrLiving BKD ... 29 5.33 +0.39 ... 200.17 87.50 Caterpillar CAT 2.1 35 193.00 +10.16 1.03 11.45 2.25 CommunityHlthSys CYH ... dd 9.22 –0.10 ... 33.94 15.43 Denbury DEN ... dd 33.06 +4.45 ... 86.67 27.21 Endava DAVA ... cc 86.07 +7.01 ...
45.61 21.57 BrookfieldMgt BAM 1.2 dd 40.91 +2.07 .12 17.42 6.07 Cato CATO .0 dd 11.05 –0.32 .33 52.33 20.12 CommunityHlthcr CHCT 3.6 69 46.57 +1.85 .425 16.01 2.60 DesignerBrands DBI 3.1 dd 12.73 +0.48 .10 6.75 0.99 EndeavourSilver EXK ... dd 4.93 –0.02 ...
46.88 18.60 BrookfieldBusPtr BBU .7 dd 38.21 +2.07 .0625 55.97 13.00 CedarFairRec FUN .0 dd 43.81 +3.71 .935 15.24 5.54 SABESP SBS 2.7 20 7.59 +0.14 .2518 31.30 9.40 DesktopMetal DM ... dd 31.25 +8.28 ... 9.94 5.22 EnelAmericas ENIA 6.1 9 7.61 +0.12 .043
74.60 32.54 BrookfieldInfr BIPC 3.0 ... 65.49 –1.59 .51 19.47 3.47 CedarRealty CDR 2.2 dd 11.85 +1.18 .066 8.80 1.20 EngGr-Cmg C CIG.C 2.8 12 3.08 +0.09 .0451 18.83 0.35 DesktopMetalWt DM.WT ... ... 17.82 +7.34 ... 4.91 2.95 EnelChile ENIC 5.5 dd 3.86 +0.18 .2164
54.74 23.22 BrookfieldInfr BIP 3.8 cc 53.95 +1.78 .51 140.09 52.70 Celanese CE 2.1 8 127.32 +5.17 .68 3.26 1.18 EngGr-Cmg CIG 3.2 10 2.64 +0.11 .0451 15.44 4.44 Despegar.com DESP ... dd 11.36 +1.22 ... 53.84 26.60 Energizer ENR 2.5 dd 47.38 +3.54 .30
63.31 26.89 BrookfieldRenew BEPC 2.0 ... 56.50 +0.55 .3038 9.08 2.63 Celestica CLS ... 19 9.03 +0.96 ... 18.10 8.28 COPEL ELP ... 5 12.72 +0.70 ... 12.15 4.99 DeutscheBank DB ... dd 10.32 +0.20 ... 12.97 3.75 EnergyTransfer ET 9.1 dd 6.72 +0.45 .1525
49.87 16.03 BrookfieldRenew BEP 2.5 dd 47.08 +1.78 .3038 5.49 1.86 CellcomIsrael CEL ... dd 3.63 –0.43 ... 7.24 1.02 CiaSiderurgica SID ... 40 6.15 +0.64 ... 23.79 4.70 DevonEnergy DVN 2.5 dd 17.90 +1.44 .11 25.68 13.28 EnerpacTool EPAC .2 cc 21.00 +0.73 .04
48.76 30.70 Brown&Brown BRO .8 27 44.77 +1.68 .0925 9.55 5.54 CementosPacasm CPAC ... 63 8.43 +0.38 ... 19.14 10.72 CerveceriasUnid CCU 2.1 26 17.26 +0.81 .0864 166.37 100.52 Diageo DEO 2.2 64 162.82 +2.55 1.5348 5.46 1.15 Enerplus ERF 2.5 dd 3.74 +0.63 .0078
83.01 41.03 Brown-Forman A BF.A 1.0 36 69.26 +3.14 .1795 6.73 1.55 Cemex CX ... dd 6.43 +0.70 ... 23.72 10.78 CompassDiversif CODI 6.7 dd 21.44 +0.84 .36 15.50 5.31 DiamondSShip DSSI ... 3 7.78 +1.39 ... 94.39 35.21 EnerSys ENS .8 40 90.31 +8.08 .175
83.40 44.68 Brown-Forman B BF.B 1.0 39 74.56 +2.89 .1795 9.39 1.41 CenovusEnergy CVE ... dd 6.35 +0.44 ... 66.30 34.39 CompassMnlInt CMP 4.5 26 63.73 +5.47 .72 11.79 1.96 DiamndrckHspty DRH ... dd 8.82 +0.62 ... 5.08 0.88 EnLinkMid ENLC .0 dd 4.20 +0.31 .0938
94.32 25.22 Brunswick BC 1.2 19 89.65 +3.19 .27 4.04 2.65 CenovusEnergyWt CVE.WT ... ... 3.35 +0.60 ... 10.99 10.00 ComputeHealth CPUH.UT ... ... 10.54 ... ... 2.85 1.25 DianaShipping DSX ... dd 2.61 +0.43 ... 21.76 13.98 Ennis EBF 4.7 18 19.12 +0.92 .225
42.36 11.76 Buckle BKE 2.2 18 40.39 +1.07 2.00 74.70 43.96 Centene CNC ... 16 58.88 –1.42 ... 8.48 4.05 ComstockRscs CRK ... dd 4.85 +0.30 ... 75.80 13.46 Dick's DKS 1.7 19 75.64 +8.63 .3125 28.80 7.84 EnovaIntl ENVA ... 2 27.94 +5.34 ...
14.32 5.12 Buenaventura BVN ... dd 10.43 +0.25 ... 27.53 11.58 CenterPointEner CNP 3.0 dd 21.40 +0.31 .16 39.34 22.83 ConagraBrands CAG 3.2 15 34.62 +0.02 .275 15.15 2.80 DieboldNixdorf DBD ... dd 13.63 –0.03 ... 83.99 30.04 EnPro NPO 1.4 dd 74.99 +2.80 .26
8.40 1.01 Build-A-Bear BBW ... dd 5.24 –0.37 ... 85.24 43.58 Centerspace CSR 3.9 17 72.14 +2.20 .70 11.10 10.00 ConcordAcqn CND.UT ... ... 10.90 +0.02 ... 12.97 6.32 DigitalMedia DMS ... dd 12.25 +1.78 ... 5.40 0.75 Entercom ETM 1.5 dd 5.39 +0.74 .02
73.76 29.00 Bunge BG 2.7 22 73.09 +7.65 .50 9.00 2.96 CentraisElBras EBR ... 7 5.76 +0.59 ... 10.60 10.00 ConcordAcqnA CND ... ... 10.16 +0.06 ... 2.18 0.16 DigitalMediaWt DMS.WT ... ... 2.10 +0.82 ... 135.55 75.19 Entergy ETR 3.9 14 96.63 +1.30 .95
11.10 3.40 BurfordCapital BUR ... 13 8.48 –0.01 ... 28.76 12.40 CentralPacFin CPF 4.2 16 21.68 +1.80 .23 1.80 1.25 ConcordAcqnWt CND.WT ... ... 1.63 –0.05 ... 165.49 105.00 DigitalRealty DLR 3.1 59 145.56 +1.61 1.12 26.76 10.27 EnterpriseProd EPD 8.6 12 21.04 +0.81 .45
271.75 105.67 BurlingtonStrs BURL ... dd 255.99 +7.09 ... 3.85 1.86 CentralPuerto CEPU ... 2 2.40 +0.11 ... 5.89 1.13 ConcordMed CCM ... dd 4.28 +0.69 ... 128.00 21.50 Dillard's DDS .7 dd 80.93 –6.88 .15 3.40 1.10 Entravision EVC 3.1 dd 3.20 ... .025
19.93 8.13 BylineBancorp BY 1.4 18 17.62 +1.55 .06 59.80 9.04 CenturyComm CCS ... 10 58.50 +11.56 ... 121.56 37.66 Conmed CNMD .7 cc 113.58 +1.68 .20 104.47 14.16 DineBrands DIN .0 dd 76.30 +7.54 .76 92.51 45.53 Envestnet ENV ... dd 85.79 +9.06 ...
11.50 9.90 CerberusTele CTAC.UT ... ... 11.20 +0.25 ... 61.15 20.84 ConocoPhillips COP 3.9 dd 44.42 +4.39 .43 100.96 23.25 DiscoverFinSvcs DFS 1.9 26 92.84 +9.30 .44 39.31 10.08 Envista NVST ... dd 37.70 +2.16 ...
C 11.00
3.00
9.73
0.65
CerberusTeleA
CerberusTeleWt
CTAC
CTAC.WT
...
...
...
...
10.68
1.90
+0.21
+0.17
...
...
94.65
10.81
62.03
10.25
ConEd
ConstellationI
ED
CSTA.UT
4.3
...
18
...
71.50
10.55
+0.72
–0.15
.775
...
183.40
23.40
79.07
9.96
Disney
dMY Tech II
DIS
DMYD.UT
...
...
dd
...
181.16
22.80
+12.99
+0.85
...
...
52.50
4.85
20.63
1.56
EnvivaPartners
EnzoBiochem
EVA
ENZ
5.8
...
cc
dd
52.10
3.27
+2.28
+0.45
.78
...
111.93 38.40 CeridianHCM CDAY ... cc 101.84 +8.93 ... 240.76 104.28 ConstBrands A STZ 1.3 25 227.93 +17.00 .75 21.89 9.80 dMYTechA DMYD ... ... 20.78 +0.03 ... 196.47 103.01 Equifax EFX .9 50 178.64 +1.53 .39
288.59 156.15 CACI Intl CACI ... 16 237.54 –3.68 ... 23.69 4.39 ChannelAdvisor ECOM ... 38 23.19 +2.69 ...
36.27 10.13 CAI Intl CAI 2.9 48 33.90 +1.43 .25 239.89 107.51 ConstBrands B STZ.B 1.3 26 213.45 +1.33 .68 6.80 1.03 dMYTechII Wt DMYD.WT ... ... 6.65 +0.65 ... 19.97 8.41 Equinor EQNR 2.4 dd 18.29 +0.56 .11
5.20 1.28 CharahSolutions CHRA ... dd 3.66 +0.18 ... 15.30 3.90 Constellium CSTM ... dd 13.67 +1.34 ... 13.25 10.05 dMYTechIII Un DMYI.UT ... ... 12.50 +0.51 ... 28.13 9.89 Equitable EQH 2.5 dd 26.75 +1.97 .17
20.27 9.39 CBD Pao CBD .9 36 15.79 +2.10 .1052 284.60 95.58 CharlesRiverLabs CRL ... 46 275.76 +16.71 ...
28.73 16.85 CBIZ CBZ ... 19 26.92 +1.01 ... 17.17 1.80 ContainerStore TCS ... 22 15.76 +2.13 ... 12.58 10.50 dMYTechIIIA DMYI ... ... 11.76 +0.41 ... 11.66 3.75 EquitransMdstm ETRN 8.6 dd 6.97 +0.32 .15
143.56 15.00 ChartIndustries GTLS ... 81 141.52 +21.41 ... 27.45 6.90 ContinentalRscs CLR .0 dd 20.99 +1.30 .05 4.50 2.00 dMYTechIIIWt DMYI.WT ... ... 2.80 +0.39 ... 35.08 25.80 EquityCommnwlth EQC .0 8 28.52 +0.01 3.50
11.01 10.30 CBRE Acqn CBAH.UT ... ... 10.77 +0.14 ... 17.49 3.44 ChathamLodging CLDT .0 dd 11.79 +1.08 .11
10.87 10.10 CBRE Acqn A CBAH ... ... 10.46 ... ... 13.48 2.94 Volaris VLRS ... dd 12.60 +1.32 ... 97.78 44.68 DolbyLab DLB 1.0 30 91.33 +3.30 .22 11.65 10.00 EquityDistribution EQD.UT ... ... 11.15 +0.16 ...
5.00 1.64 CheetahMobile CMCM .0 dd 3.53 +1.41 1.42 391.96 236.68 Cooper COO .0 81 386.97 +22.93 .03 225.25 125.00 DollarGeneral DG .7 19 193.82 –0.79 .36 10.90 9.32 EquityDistrA EQD ... ... 10.60 +0.17 ...
2.60 1.62 CBRE Acqn Wt CBAH.WT ... ... 1.88 ... ... 104.82 25.89 Chegg CHGG ... dd 102.15 +6.89 ...
68.19 29.17 CBRE Group CBRE ... 21 67.42 +6.44 ... 43.01 6.64 Cooper-Standard CPS ... dd 35.23 +4.72 ... 90.89 57.79 DominionEner D 3.4 dd 73.74 +0.85 .63 2.10 0.83 EquityDistrWt EQD.WT ... ... 1.80 +0.13 ...
560.00 330.01 Chemed CHE .3 31 509.57 –8.33 .34 42.87 13.82 CooperT&R CTB 1.0 13 40.13 +3.38 .105 113.82 75.93 DominionEnerUn DCUE 7.3 ... 99.22 +0.52 1.8125 77.55 41.97 EquityLife ELS 2.2 50 62.79 +1.95 .3425
11.74 9.95 CCNeubergerII PRPB.UT ... ... 11.50 +0.70 ... 29.37 7.02 Chemours CC 3.6 dd 27.46 +1.12 .25
11.13 9.72 CCNeubergerII PRPB ... ... 10.90 +0.45 ... 7.45 2.46 CooTekCayman CTK ... dd 3.51 +0.59 ... 435.58 273.59 Domino's DPZ .8 32 377.23 +6.47 .78 87.19 45.43 EquityResdntl EQR 3.7 26 64.96 +3.32 .6025
16.34 2.76 CherryHillMtg CHMI 11.4 dd 9.45 +0.65 .27 114.00 24.00 Copa CPA .0 dd 79.70 +2.33 .80 36.78 18.40 Domtar UFS .0 dd 31.89 +1.92 .455 2.32 0.74 EquusTotReturn EQS ... dd 1.90 +0.14 ...
3.08 1.01 CCNeubergerIIWt PRPB.WT ... ... 2.23 +0.48 ... 111.40 69.47 ChesapeakeUtil CPK 1.7 26 104.16 +2.73 .44
10.78 10.50 CCNeubergerIII PRPC.UT ... ... 10.58 +0.58 ... 36.75 6.68 CoreLabs CLB .1 dd 35.76 +2.78 .01 61.90 31.08 Donaldson DCI 1.4 31 61.51 +2.07 .21 4.36 1.10 ErosSTX ESGC ... ... 2.09 +0.19 ...
112.60 51.60 Chevron CVX 5.8 dd 89.26 +4.06 1.29 17.90 5.76 CoreCivic CXW 24.5 7 7.19 +0.08 .44 20.82 4.04 DonnelleyFin DFIN ... 41 20.09 +2.20 ... 52.99 17.52 EssentGroup ESNT 1.5 10 43.67 +1.84 .16
47.00 19.73 CF Industries CF 2.8 33 43.14 +1.76 .30 115.27 20.62 Chewy CHWY ... dd 110.70 +8.88 ...
81.51 46.32 CGI GIB ... 24 80.13 +0.08 ... 83.28 24.69 CoreLogic CLGX 1.6 28 81.90 +6.61 .33 256.09 135.38 DoorDash DASH ... dd 181.23 –12.04 ... 29.34 6.08 EssentialProp EPRT 4.3 39 22.37 +1.55 .24
4.43 0.91 Chico'sFas CHS .0 dd 2.29 +0.08 .09 47.52 3.56 CorEnergyInfr CORR 2.3 dd 8.75 –0.26 .05 14.90 6.08 DorianLPG LPG ... 9 13.45 +1.86 ... 54.52 30.40 EssentialUtil WTRG 2.1 49 48.13 +1.83 .2507
19.22 7.50 CI Financial CIXX 4.1 8 13.97 +1.51 .1372 22.99 6.42 ChimeraInvt CIM 11.0 dd 10.89 +0.79 .30
48.44 12.02 CIT Group CIT 3.4 dd 41.17 +4.27 .35 10.05 2.18 CorePoint CPLG .0 dd 7.80 +0.99 .20 56.89 24.12 DouglasDynamics PLOW 2.5 dd 45.71 +4.91 .28 70.71 41.66 EssentialUtilUn WTRU 4.9 ... 61.00 +1.95 .75
11.99 5.76 ChinaDistanceEd DL .0 31 9.65 +0.05 .56 141.50 90.07 Coresite COR 3.9 64 125.48 –8.96 1.23 45.59 22.88 DouglasEmmett DEI 3.8 17 29.37 +1.66 .28 329.74 175.81 EssexProp ESS 3.2 28 258.10 +18.49 2.0775
12.87 9.14 CITICCapAcqn CCAC.UT ... ... 12.45 +0.61 ... 26.99 15.80 ChinaEastrnAir CEA ... dd 21.50 +1.44 ...
11.44 9.51 CITICCapAcqnA CCAC ... ... 11.11 +0.43 ... 13.58 2.54 CornerstoneBldg CNR ... dd 11.83 +0.45 ... 130.41 62.95 Dover DOV 1.6 26 121.06 +4.57 .495 276.94 137.01 EsteeLauder EL .8 cc 272.81 +36.16 .53
6.93 1.77 ChinaGreenAg CGA ... dd 5.58 +0.47 ... 38.84 17.44 Corning GLW 2.6 78 37.42 +1.55 .24 2.66 1.06 DoverMotorsports DVD 3.2 11 2.17 +0.03 .07 26.04 8.38 EthanAllen ETH 4.0 45 24.82 +1.17 .25
3.20 0.30 CITICCapAcqnWt CCAC.WT ... ... 2.30 +0.39 ... 13.63 8.27 ChinaLifeIns LFC 4.2 9 10.59 –0.05 .5158
69.17 46.03 CMS Energy CMS 3.0 22 57.45 +0.57 .435 5.59 1.61 CorpAmAirports CAAP ... dd 4.14 +0.11 ... 61.31 21.95 Dow DOW 4.9 35 57.24 +5.34 .70 12.47 7.21 Euronav EURN 19.3 4 8.60 +0.70 .09
37.19 14.55 ChinaOnlineEduc COE ... 33 24.29 +1.29 ... 30.27 15.23 CorpOfficeProp OFC 4.1 52 26.96 +0.69 .275 73.50 33.33 DrReddy'sLab RDY .4 38 65.59 +4.31 .3304 22.30 5.71 Eventbrite EB ... dd 17.98 +0.13 ...
51.30 25.18 CNA Fin CNA 3.6 19 40.76 +2.34 .37 55.14 38.18 ChinaPetrol SNP 6.7 11 49.16 +1.74 1.0232
14.43 5.06 CNH Indl CNHI ... dd 14.17 +1.42 ... 44.96 20.38 Corteva CTVA 1.2 53 43.90 +4.04 .13 17.06 10.00 DragoneerGrowth DGNR.UT ... ... 13.00 –1.97 ... 126.58 33.25 EvercoreA EVR 2.1 14 114.81 +5.71 .61
34.12 18.45 ChinaSoAirlines ZNH ... dd 30.03 +2.23 ... 23.01 8.56 Cosan CZZ .6 14 18.35 +1.02 1.0234 16.11 10.90 DragoneerGrwA DGNR ... ... 12.38 –1.09 ... 294.31 157.32 EverestRe RE 2.8 13 219.40 +8.32 1.55
23.99 8.79 CNO Financial CNO 2.1 7 23.00 +1.79 .12 20.49 7.77 ChinaYuchai CYD 5.0 9 16.99 +1.02 .85
162.89 81.11 CNOOC CEO 6.8 8 109.62 +12.80 2.5806 9.61 3.16 Costamare CMRE 4.7 dd 8.56 +0.56 .10 5.53 2.11 DragoneerGrwWt DGNR.WT ... ... 3.21 –0.48 ... 76.57 42.01 Evergy EVRG 3.9 20 54.89 +1.16 .535
1553.55 415.00 Chipotle CMG ... cc 1506.88 +26.88 ... 12.34 2.65 Coty COTY .0 dd 7.64 +1.27 .125 43.82 22.25 Dril-Quip DRQ ... dd 31.77 +1.65 ... 15.38 1.55 Everi EVRI ... dd 15.21 +2.13 ...
14.19 4.26 CNX Resources CNX ... dd 12.76 +0.09 ... 110.18 46.25 ChoiceHotels CHH .0 55 106.74 +6.10 .225
9.99 3.35 CONSOL Energy CEIX ... dd 9.14 +1.02 ... 42.99 21.15 CousinsProperties CUZ 3.6 45 33.60 +2.06 .30 3.65 0.86 DriveShack DS ... dd 2.45 +0.04 ... 99.42 60.69 EversourceEner ES 2.6 25 87.80 +0.30 .5675
165.77 87.35 Chubb CB 1.9 21 162.55 +16.88 .78 16.13 6.57 Covanta CVA 2.2 dd 14.48 +0.33 .08 59.00 16.27 Ducommun DCO ... 23 54.34 +5.00 ... 42.35 18.21 Evertec EVTC .5 28 37.58 +2.88 .05
47.93 17.73 CRH CRH 2.1 20 42.93 +1.79 .215 40.25 34.46 ChunghwaTel CHT 2.9 27 38.97 +0.27 1.4187
63.98 33.41 CTO Realty CTO 4.2 dd 44.74 +2.61 11.83 89.42 36.77 Crane CR 2.1 27 81.69 +6.01 .43 103.79 62.13 DukeEnergy DUK 4.1 35 94.74 +0.74 .965 19.45 3.50 EvolentHealth EVH ... dd 19.30 +2.23 ...
98.96 47.98 Church&Dwight CHD 1.2 27 82.87 –1.56 .2525 9.22 5.43 Crawford A CRD.A 2.5 38 8.13 +0.52 .05 43.45 25.19 DukeRealty DRE 2.5 52 41.38 +1.82 .255 31.63 7.09 EvoquaWater AQUA ... 47 26.05 –1.20 ...
37.26 17.92 CTS CTS .5 36 32.58 +2.08 .04 ... ... ChurchillV Wt CCV.WT ... ... 3.25 ... ...
183.90 90.03 C3.ai AI ... ... 146.60 +7.00 ... 8.54 4.95 Crawford B CRD.B 2.4 39 8.35 +0.51 .05 29.55 23.01 Dun&Bradstreet DNB ... dd 25.83 +2.18 ... 12.51 0.95 ExantasCap XAN ... dd 3.98 ... ...
13.56 9.82 ChurchillCapII CCX.UT ... ... 11.08 +0.40 ... 211.01 110.47 Credicorp BAP 5.5 63 158.09 +7.76 8.6579 87.27 28.33 DuPont DD 1.6 dd 75.84 –3.61 .30 26.96 24.50 ExecutiveNtwk ENPC.UT ... ... 26.25 +0.25 ...
20.81 3.43 Curo CURO 1.3 9 16.71 +2.18 .055 11.99 9.25 ChurchillCapIIA CCX ... cc 10.34 +0.23 ...
35.66 9.81 CVR Energy CVI .0 dd 18.31 +1.21 .40 14.17 6.47 CreditSuisse CS .9 9 13.63 +0.58 .0761 91.47 12.24 DycomInds DY ... cc 90.30 +9.16 ... 26.31 24.00 ExecutiveNtwkA ENPC ... ... 25.32 +0.27 ...
3.39 0.60 ChurchillCapIIWt CCX.WT ... ... 2.17 +0.22 ... 3.36 0.51 CrescentPoint CPG .2 dd 3.21 +0.47 .002 3 ...
3.97 0.98 DynagasLNG DLNG ... 2.72 +0.09 ... 4.21 1.05 ExecutiveNtwkWt ENPC.WT ... 3.23 +0.34 ...
27.90 5.75 CVR Partners UAN ... dd 20.81 +5.15 ... 36.00 9.60 ChurchillCapIV CCIV ... ... 34.65 +11.77 ... 28.56 2.65 CrestwoodEquity CEQP 12.1 dd 20.65 –0.04 .625 55.70 17.10 Dynatrace DT ... cc 55.46 +13.95 ... 13.97 0.57 Express EXPR ... dd 3.14 –2.86 ...
77.23 52.04 CVS Health CVS 2.8 12 72.18 +0.53 .50 39.16 8.90 ChurchillCapIV CCIV.UT ... ... 37.12 +12.63 ... 9.24 1.96 CrestwoodEqUn CEQP.PR 10.6 ... 7.95 –0.05 .2111 20.34 7.04 DynexCapital DX 8.5 3 18.45 +0.40 .13 8.93 3.23 Exterran EXTN ... dd 4.77 +0.45 ...
2326.80 1031.39 CableOne CABO .5 48 2063.38 +63.38 2.50 16.69 0.93 ChurchillCapIVWt CCIV.WT ... ... 15.72 +7.49 ...
9.38 4.01 CrossTimbers CRT 8.9 10 8.12 +0.42 .0493 121.07 72.70 ExtraSpaceSt EXR 3.1 35 116.62 +2.83 .90
49.90 20.00 Cabot CBT 3.0 dd 47.35 +3.44 .35 13.37 10.11 ChurchillCapCorp.V CCV.UT ... ... 12.58 +1.74 ...
22.67 13.06 CabotOil COG 2.3 33 17.56 –0.77 .10 ... ... ChurchillCapV A CCV ... ... 12.19 –12.80 ...
19.35
180.00
6.81
114.18
CrossAmerPtrs
CrownCastle
CAPL
CCI
11.5
3.3 69
6 18.28
162.26
–0.47
+3.00
.525
1.33
E 61.66 30.11 ExxonMobil XOM 7.0 dd 49.95 +5.11 .87
31.30 8.16 Cactus WHD 1.2 31 29.03 +2.83 .09 61.52 30.58 Ciena CIEN ... 24 55.33 +1.94 ...
21.50 4.63 CadenceBancorp CADE 3.2 dd 18.94 +1.02 .15 230.90 118.50 Cigna CI 2.0 9 203.43 –13.62 1.00
101.40
14.39
42.97
10.51
CrownHoldings
CrucibleAcqn
CCK
CRU.UT
...
...
24
...
92.75
12.24
+2.60
+1.49
...
...
26.19 7.58 elfBeauty ELF ... cc 22.82 +1.06 ... F
31.56 9.80 CAE CAE ... cc 25.11 +2.56 ... 50.22 12.15 CimarexEnergy XEC 1.8 dd 47.95 +5.77 .22 101.33 41.85 EMCOR EME .6 38 94.14 +5.84 .13
18.39 3.12 Caleres CAL 1.8 dd 15.93 +0.82 .07 31.39 12.63 CryoLife CRY ... dd 24.90 +0.97 ... 28.62 12.10 ENI E 4.1 dd 20.69 +0.54 .284 14.10 9.89 FastAcqn FST.UT ... ... 12.40 +1.00 ...
16.05 11.66 CincinnatiBell CBB ... dd 15.29 +0.05 ...
27.90 10.99 CaliforniaRscs CRC ... dd 24.00 +0.91 ... 36.07 19.61 CubeSmart CUBE 3.9 41 35.29 +0.45 .34 77.67 27.00 EOG Rscs EOG 2.6 dd 56.61 +5.65 .375 12.45 9.59 FastAcqnA FST ... ... 11.31 +0.73 ...
32.79 5.71 Cinemark CNK .0 dd 19.82 –0.42 .36
57.48 39.74 CalWtrSvc CWT 1.6 31 57.48 +2.84 .23 68.16 30.86 Cubic CUB .4 dd 63.29 +2.11 .135 379.62 151.97 EPAM Systems EPAM ... 70 377.43 +33.00 ... 4.50 0.70 FastAcqnWt FST.WT ... ... 2.39 +0.72 ...
18.07 9.40 CinerRscs CINR .0 16 13.50 +0.63 .34
36.94 5.61 Calix CALX ... 66 32.65 +2.45 ... 98.70 47.69 Cullen/Frost CFR 3.0 19 96.45 +4.21 .72 72.46 12.56 EPR Prop EPR .0 dd 39.20 –0.44 .3825 38.89 14.38 FB Financial FBK .9 25 38.54 +1.18 .11
45.63 8.00 CircorIntl CIR ... dd 34.04 +2.07 ...
31.23 4.75 CallawayGolf ELY .0 dd 30.78 +2.89 .01 12 17.88 5.28 Culp CULP 2.6 dd 16.99 +1.56 .11 10.48 10.07 EQ Health EQHA.UT ... ... 10.33 +0.08 ... 61.28 29.01 FBL Financial FFG 3.6 17 56.15 +0.11 .50
80.77 32.00 Citigroup C 3.3 62.58 +4.59 .51
30.90 3.80 CallonPetrol CPE ... dd 16.64 +2.80 ... 254.13 101.03 Cummins CMI 2.4 19 229.63 –4.79 1.35 18.66 4.21 EQT EQT .0 dd 16.75 +0.44 .03 12.50 9.96 FG NewAmerica FGNA.UT ... ... 11.88 +0.28 ...
41.67 14.12 CitizensFin CFG 3.9 18 39.94 +3.50 .39
120.73 62.48 CamdenProperty CPT 3.3 82 101.80 –0.35 .83 148.87 70.56 CurtissWright CW .6 20 112.72 +8.93 .17 111.75 62.64 ESCO Tech ESE .3 cc 100.59 +5.51 .08 11.32 9.78 FGNewAmericaA FGNA ... ... 10.94 +0.10 ...
6.72 3.55 Citizens CIA ... dd 5.98 –0.07 ...
15.16 5.30 Cameco CCJ .4 ... 14.00 +1.58 .0609 dd 19.88 6.84 Cushman&Wkfd CWK ... dd 15.64 +1.31 ... 11.97 9.78 E2open ETWO ... ... 10.58 +0.21 ... 3.00 0.53 FGNewAmericaWt FGNA.WT ... ... 2.20 +0.27 ...
14.16 6.12 CityOfficeREIT CIO 6.0 9.99 +0.57 .15
57.54 40.70 CampbellSoup CPB 3.1 19 47.50 –0.61 .37 18.63 4.08 Civeo CVEO ... dd 17.49 +3.60 ... 24.90 8.36 CustomersBancorp CUBI ... 7 24.90 +2.68 ... 3.50 1.20 E2openWt ETWO.WT ... ... 2.45 +0.59 ... 123.66 56.77 FMC FMC 1.7 30 115.18 +6.89 .48
42.49 3.40 CampingWorld CWH .9 20 39.72 +5.56 .14 dd 8.99 1.90 CypressEnvl CELP .0 dd 3.05 +0.23 .21 118.84 41.83 EagleMaterials EXP .0 15 117.34 +7.31 .10 12.16 5.05 FNB FNB 4.5 12 10.63 +0.77 .12
33.55 15.00 Clarivate CLVT ... 29.75 +0.81 ...
45.71 12.94 CanadaGoose GOOS ... 87 43.44 +9.98 ... 11.15 10.50 ClassAccel CLAS.UT ... ... 10.81 +0.06 ... 6.88 1.44 EarthstoneEner ESTE ... dd 6.08 +0.94 ... 25.12 7.60 FS KKR Cap FSK 12.9 dd 18.57 +1.77 .60
90.42 46.45 CIBC CM 5.1 14 88.49 +3.31 1.1342 88.40 29.45 CleanHarbors CLH ... 38 81.89 +4.43 ... D 29.70 19.00 EasterlyGovtProp DEA 4.6 cc 22.75 +0.80 .26 144.10 94.87 FTI Consulting FCN ... 22 108.44 –1.53 ...
116.16 65.13 CanNtlRlwy CNI 1.8 28 106.11 +4.94 .4803 2.76 0.36 ClearChannelOutdr CCO ... dd 2.00 +0.01 ... 153.26 83.40 EastGroup EGP 1.8 47 145.75 +10.61 .6617 90.00 44.00 Fabrinet FN ... 27 89.26 +10.32 ...
30.68 6.71 CanNaturalRes CNQ 5.1 dd 25.25 +2.67 .3217 43.16 11.88 ClearwaterPaper CLW ... 12 41.51 +3.43 ... 10.65 10.16 D&ZMedia DNZ.UT ... ... 10.50 +0.30 ... 110.27 34.44 EastmanChem EMN 2.6 30 104.50 +6.15 .69 363.64 195.22 FactSet FDS 1.0 32 317.97 +15.63 .77
379.00 173.26 CanPacRlwy CP .8 26 356.06 +19.84 .7436 34.47 15.29 ClearwayEnergyA CWEN.A 3.4 81 30.50 +1.67 .318 24.42 2.20 DCP Midstream DCP 7.4 dd 20.96 +0.96 .39 60.00 1.50 EastmanKodak KODK ... dd 10.72 +1.13 ... 530.95 177.65 FairIsaac FICO ... 53 477.92 +27.81 ...
19.60 4.20 Cango CANG ... 8 14.53 +0.33 ... 37.23 16.12 ClearwayEnergyC CWEN 3.2 86 32.43 +1.45 .318 11.51 9.87 D8 Holdings DEH.UT ... ... 11.29 +0.53 ... 130.00 56.42 Eaton ETN 2.4 35 121.94 +4.24 .73 28.80 8.10 FangHoldings SFUN ... dd 13.42 +1.23 ...
46.57 20.51 Cannae CNNE ... 3 41.11 +3.12 ... 18.77 2.63 Cleveland-Cliffs CLF .0 dd 16.69 +1.35 .06 10.51 9.60 D8 A DEH ... ... 10.42 +0.26 ... 73.31 23.59 EatonVance EV 2.1 58 70.70 +3.56 .375 11.63 9.98 FarPeakAcqn FPAC.UT ... ... 11.29 +0.32 ...
26.97 15.46 Canon CAJ 2.8 41 22.52 +0.42 .3838 27.36 9.95 ClimateChgI CLII.UT ... ... 23.45 +0.09 ... 1.93 0.55 D8 Wt DEH.WT ... ... 1.71 +0.37 ... 231.36 124.60 Ecolab ECL .9 dd 212.78 +8.27 .48 10.82 10.05 FarPeakAcqnA FPAC ... ... 10.58 +0.16 ...
89.10 20.81 CantelMedical CMD ... 93 77.73 –1.24 ... 24.34 9.75 ClimateChgCrisisA CLII ... ... 21.20 +0.30 ... 3.09 1.66 DHI Group DHX ... dd 2.46 –0.04 ... 20.54 6.28 Ecopetrol EC 6.6 17 12.13 +0.75 .8878 2.74 1.70 FarPeakAcqnWt FPAC.WT ... ... 2.24 +0.47 ...
115.53 38.00 CapitalOne COF .3 22 114.48 +10.22 .40 8.27 0.75 ClimateChgCrisWt CLII.WT ... ... 5.36 +0.21 ... 8.68 4.52 DHT DHT 22.6 3 5.97 +0.60 .20 38.97 20.51 EdgewellPersonal EPC 1.8 27 33.68 +0.28 .15 69.45 5.99 Farfetch FTCH ... dd 66.51 +5.27 ...
46.50 6.75 CapitalSrLiving CSU ... dd 38.33 +13.83 ... 12.38 10.75 ClimateRealI CLIM.UT ... ... 11.70 +0.43 ... 12.74 9.90 DPCM Capital XPOA.UT ... ... 12.60 +1.06 ... 78.93 43.63 EdisonInt EIX 4.5 60 58.65 +0.49 .6625 12.00 5.05 FarmlandPtrs FPI 1.8 dd 11.37 +1.06 .05
2.00 1.26 CapitolInvV Wt CAP.WT ... ... 1.55 +0.21 ... 11.95 4.32 ClipperRealty CLPR 5.0 dd 7.53 +0.52 .095 11.80 10.00 DPCM Cap A XPOA ... ... 11.60 +0.69 ... 92.08 51.51 EdwardsLife EW ... 66 85.10 +2.52 ... 136.50 10.63 Fastly FSLY ... dd 113.15 +3.80 ...
10.89 10.00 CapitolInvtV CAP.UT ... ... 10.80 +0.30 ... 239.87 155.83 Clorox CLX 2.3 20 191.25 –18.21 1.11 3.51 1.71 DPCM Cap Wt XPOA.WT ... ... 2.90 +0.79 ... 39.17 10.70 8x8 EGHT ... dd 35.79 +0.54 ... 77.90 41.26 FedAgriMtg A AGM.A 4.8 8 66.09 +2.17 .80
10.38 9.96 CapitolInvV A CAP ... ... 10.22 +0.18 ... 17.73 4.76 Cloudera CLDR ... dd 17.11 +1.84 ... 18.05 3.06 DRDGOLD DRD 3.7 20 10.48 +0.15 .2072 34.09 15.17 ElancoAnimal ELAN ... dd 28.38 –0.65 ... 83.06 40.05 FedAgriMtg C AGM 4.0 10 80.03 +4.03 .80
46.98 5.42 Capri CPRI ... dd 46.10 +4.44 ... 88.77 15.05 Cloudflare NET ... dd 85.56 +8.90 ... 135.67 71.21 DTE Energy DTE 3.6 17 121.72 +3.00 1.085 56.83 30.73 ElancoAnimalUn ELAT 5.5 ... 45.85 –0.32 .625 129.19 64.11 FederalRealty FRT 4.6 39 91.26 +3.70 1.06
February 8, 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
36.02 23.32 FederalSignal FSS .9 21 34.53 +1.84 .08 190.08 100.55 GeneralDynamics GD 2.8 14 158.82 +12.14 1.10 55.15 31.83 HawaiianElec HE 3.9 17 34.10 +1.04 .33
37.12 13.06 FederatedHermes FHI 3.8 9 28.39 +1.39 .27 13.26 5.48 GeneralElec GE .4 20 11.40 +0.72 .01 37.97 24.10 HealthcareRealty HR 3.9 36 30.80 +0.79 .30
305.66 88.69 FedEx FDX 1.0 17 255.01 +19.67 .65 66.14 46.59 GeneralMills GIS 3.6 15 57.40 –0.70 .51 34.22 20.61 HealthcareAmer HTA 4.4 cc 28.81 +0.56 .32 Up and at ‘em: NYSE Composite breadth rose for the 13th time in 14
233.66
16.47
127.73
7.52
Ferrari
Ferro
RACE
FOE
.6
...
53
dd
202.68
14.03
–5.50
+0.24
1.2351
...
56.97
43.88
14.33
5.52
GeneralMotors
Genesco
GM
GCO
.0
...
24
dd
54.41
43.12
+3.73
+4.31
.38
...
37.64
8.45
18.63
1.40
HealthpeakProp
HeclaMining
PEAK
HL
4.9
.2
51
dd
30.50
6.12
+0.85
+0.43
.37
.0025
weeks, as the S&P 500 soared 4.6% on the week, to a record close of
47.30 19.00 FidNatlFin FNF 3.7 11 38.76 +2.46 .36 18.97 2.58 GenesisEnergy GEL 9.0 dd 6.70 +0.47 .15 141.31 52.01 Heico HEI .1 56 128.97 +11.23 .08 3,889 on Friday. Winning NYSE stocks outpaced losers by 6 to 1.
158.21 91.68 FidNatlInfo FIS 1.1 dd 132.23 +8.77 .39 1.86 0.40 GenesisHealthcare GEN ... dd .78 +0.11 ... 124.90 51.78 Heico A HEI.A .1 50 113.65 +7.34 .08 BREADTH DJIA
4.33 1.22 FinVolution FINV 2.5 4 3.99 +0.54 .12 11.40 10.06 GenesisParkA GNPK ... ... 11.25 +0.75 ... 9.11 0.99 HelixEnergy HLX ... 30 4.60 +0.48 ...
66.78 29.36 FirstAmerFin FAF 3.4 10 54.65 +2.36 .46 12.60 9.98 GenesisParkAcqnUn GNPK.UT ... ... 12.45 +2.20 ... 46.37 12.40 Helm&Payne HP 3.8 dd 26.27 +1.99 .25 584000 31350
10.46 3.50 FirstBanCorp FBP 2.9 21 9.66 +0.56 .07 2.92 1.25 GenesisParkWt GNPK.WT ... ... 2.72 +1.20 ... 55.10 20.73 Herbalife HLF ... 21 53.85 +2.89 ...
14.08 6.77 FirstCmwlthFin FCF 3.5 17 12.45 +0.72 .11 9.60 4.60 GenieEnergy GNE 4.4 16 7.78 +0.40 .085 72.96 11.81 HercHoldings HRI ... 28 69.62 +5.64 ... BREADTH 582,936
s
16.77 6.27 FirstHorizon FHN 4.0 10 15.15 +1.26 .15 44.40 19.41 Genpact G 1.0 26 41.05 +2.77 .0975 16.40 5.42 HerculesCapital HTGC 8.2 15 15.66 +0.99 .32 565200 28900
46.12 25.89 FirstIndRlty FR 2.4 26 42.40 +1.76 .25 108.55 49.68 GenuineParts GPC 3.1 cc 101.65 +7.77 .79 14.05 7.50 HeritageInsurance HRTG 2.6 14 9.31 –0.01 .06
24.01 4.17 FirstMajestic AG ... dd 16.50 –1.62 ... 4.84 1.87 GenworthFin GNW ... dd 3.70 +0.86 ... 14.44 2.29 HershaHospitality HT ... dd 8.10 +0.46 ...
166.82 70.06 FirstRepBank FRC .5 27 155.79 +10.80 .20 19.99 5.44 GeoPark GPRK .9 dd 13.50 +0.79 .0412 161.83 109.88 Hershey HSY 2.2 24 146.60 +1.16 .804
52.52 22.85 FirstEnergy FE 4.8 29 32.28 +1.52 .39 5.47 1.65 Gerdau GGB .5 28 4.49 +0.25 .0267 64.98 26.06 Hess HES 1.8 dd 56.94 +2.96 .25 546400 s
26450
14.00 10.00 FirstMarkHorizon FMAC.UT ... ... 12.80 +1.53 ... 32.92 16.36 GettyRealty GTY 5.6 24 27.83 +1.26 .39 23.00 5.70 HessMidstream HESM 8.2 16 21.38 +0.51 .4471 DJIA
14.44 9.92 FirstMarkHorizonA FMAC ... ... 11.94 +1.32 ... 17.36 9.79 GigCapital3 GIK ... ... 15.01 +0.19 ... 15.18 7.43 HewlettPackard HPE 3.7 dd 13.14 +0.80 .12
4.50 1.40 FirstMarkHorizonWt FMAC.WT ... ... 3.27 +1.17 ... 21.00 9.80 GigCapital3Un GIK.UT ... ... 18.24 +0.44 ... 76.40 24.54 Hexcel HXL .0 cc 47.49 +3.83 .17 527600 24000
23.63 8.70 Fisker FSR ... dd 14.99 –0.04 ... 4.75 0.38 GigCapital3Wt GIK.WT ... ... 3.99 +0.30 ... 11.50 10.29 HighlandTransI HTPA.UT ... ... 11.35 +0.60 ...
7.60 0.27 FiskerWt FSR.WT ... ... 5.22 –0.05 ... 12.12 9.60 GigCapital2 GIX ... dd 10.13 –0.27 ... 10.85 10.10 HighlandTransI HTPA ... ... 10.68 +0.43 ...
15.50 2.51 500.com WBAI ... dd 13.03 +2.58 ... 0.60 0.17 GigCapital2Rt GIX.RT ... ... .47 +0.05 ... 2.90 1.57 HighlandTranIWt HTPA.WT ... ... 2.20 +0.47 ... 508800 21550
9.31 3.62 FivePoint FPH ... dd 6.65 +0.35 ... 15.00 10.21 GigCapital2Un GIX.UT ... ... 11.94 –0.37 ... 57.00 2.80 HighPointRscs HPR ... dd 11.12 +0.24 ...
285.56 20.42 FiverrIntl FVRR ... dd 274.29 +67.78 ... 2.47 0.11 GigCapital2Wt GIX.WT ... ... 1.28 –0.12 ... 52.76 25.10 HighwoodsProp HIW 4.8 13 40.09 +2.60 .48
47.92 16.76 Flagstar FBC .5 5 45.06 +2.21 .06 29.00 9.42 Gildan GIL .0 dd 27.06 +2.14 .154 3.60 1.08 HillIntl HIL ... 23 2.39 +0.20 ... 490000 19100
325.52 168.51 FleetCorTech FLT ... 32 257.36 +14.61 ... 19.48 9.44 Glatfelter GLT 3.3 34 16.16 +0.51 .135 117.68 72.29 Hill-Rom HRC .9 28 100.81 +4.77 .22 M A M J J A S O N D J F
10.65 3.40 FlexLNG FLNG 4.8 75 8.38 +0.31 .10 96.71 23.31 Glaukos GKOS ... dd 95.84 +7.15 ... 46.96 13.61 Hillenbrand HI 1.9 cc 45.19 +4.09 .215
108.54 24.36 Floor&Decor FND ... 63 103.57 +11.50 ... 44.65 31.43 GSK GSK 5.7 12 35.26 –1.99 .628 33.69 11.05 Hilltop HTH 1.6 6 30.49 +0.45 .12 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is
3.09 0.66 FlotekIndustries FTK ... dd 2.08 +0.09 ... 15.93 6.67 GlobalBlue GB ... dd 12.80 +0.30 ... 35.28 8.28 HiltonGrandVac HGV ... cc 34.36 +4.64 ... added to the next day's total, and so on. When all five days' numbers are added together, this produces the weekly figure we
25.18 17.42 FlowersFoods FLO 3.6 48 22.39 –0.57 .20 2.55 0.20 GlobalBlueWt GB.WT ... ... 1.90 –0.14 ... 116.73 44.30 Hilton HLT .0 dd 111.67 +10.28 .15 plot. Dec. 31, 1985 =1000.
48.99 18.98 Flowserve FLS 2.1 38 37.58 +2.02 .20 5.10 2.54 GlobalCordBlood CO ... 7 4.16 +0.29 ... 24.96 9.40 Hims&HersHealth HIMS ... dd 23.99 +5.00 ...
21.50 2.85 Fluor FLR .0 dd 19.36 +2.07 .10 15.95 6.98 GlobalMedREIT GMRE 6.1 dd 13.03 +0.49 .20 11.75 0.60 Hims&HersWt HIMS.WT ... ... 11.29 +3.79 ...
19.05 3.41 FlyLeasing FLY ... 3 10.58 +1.04 ... 21.71 8.77 GlobalNetLease GNL 9.1 cc 17.49 +1.38 .40 16.54 4.67 HoeghLNG Ptrs HMLP 11.8 10 14.94 +0.25 .44
52-Week Tick Div 52-Week Tick Div
15.72 10.13 FoleyTrasimene WPF.UT ... ... 11.90 –0.10 ... 21.98 6.30 GlobalPtnrs GLP 9.3 8 20.40 +0.29 .55 23.88 6.57 HollyEnergy HEP 9.5 9 14.77 +0.21 .35 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt.
14.51 9.74 FoleyTrasimeneA WPF ... ... 11.10 –0.11 ... 215.70 105.54 GlobalPayments GPN .4 cc 198.27 +21.75 .195 45.49 16.81 HollyFrontier HFC 4.6 dd 30.20 +1.74 .35
4.33 1.20 FoleyTrasimeneWt WPF.WT ... ... 2.49 +0.24 ... 17.69 2.61 GlobalShipLease GSL ... ... 12.80 +0.95 ... 292.95 140.63 HomeDepot HD 2.2 24 278.86 +8.04 1.50 29.30 12.44 IntlSeaways INSW 1.4 4 17.72 +1.71 .06 20.12 7.45 KeyCorp KEY 4.0 15 18.57 +1.71 .185
19.57 9.60 FoleyTras II A BFT ... ... 17.89 +2.47 ... 230.47 70.83 Globant GLOB ... cc 215.51 +23.51 ... 30.21 19.38 HondaMotor HMC 2.4 21 28.19 +1.71 .1034 23.14 9.30 InterPrivate IPV.U ... cc 19.18 +1.84 ... 153.21 77.93 KeysightTechs KEYS ... 43 142.95 +1.36 ...
6.15 0.92 FoleyTrasII Wt BFT.WT ... ... 4.85 +0.48 ... 111.43 56.74 GlobeLife GL .8 14 93.66 +3.27 .1875 216.70 101.08 Honeywell HON 1.8 30 202.92 +7.55 .93 19.84 9.15 InterPrivate IPV ... cc 16.72 +1.96 ... 88.38 45.28 KilroyRealty KRC 3.4 36 59.09 +2.46 .50
21.99 9.95 FoleyTrasimII BFT.UT ... ... 19.52 +2.40 ... 68.20 33.41 GlobusMedical GMED ... 69 63.38 +1.69 ... 46.09 30.48 HoraceMannEdu HMN 3.1 12 38.62 –0.55 .30 6.00 0.40 InterPrivateWt IPV.WT ... ... 4.88 +1.18 ... 14.25 3.51 KimbellRoyalty KRP 7.8 dd 8.75 +0.39 .19
96.73 52.91 FomentoEconMex FMX 2.0 88 69.55 +1.50 .7333 91.81 40.25 GoDaddy GDDY ... dd 87.04 +8.46 ... 12.00 10.00 HorizonAcqn HZAC.UT ... ... 11.33 +0.35 ... 26.58 11.63 Interpublic IPG 3.9 18 25.98 +1.91 .255 160.16 110.66 KimberlyClark KMB 3.5 19 132.17 +0.07 1.14
50.28 17.46 FootLocker FL 1.2 15 48.98 +5.16 .15 14.90 3.79 GoldFields GFI 1.3 33 9.29 –0.04 .0929 11.20 9.29 HorizonAcqnA HZAC ... ... 10.75 +0.11 ... 28.90 6.00 IntrepidPotash IPI ... dd 26.61 +3.88 ... 19.84 7.45 KimcoRealty KIM 3.8 8 16.72 +0.21 .16
12.15 3.96 FordMotor F ... dd 11.51 +0.98 ... 11.33 10.25 GoldenFalconAcqnUn GFX.UT ... ... 10.96 +0.51 ... 3.00 0.75 HorizonAcqnWt HZAC.WT ... ... 1.97 +0.17 ... 10.94 3.90 Invacare IVC .0 dd 10.36 +1.00 .0125 22.58 9.42 KinderMorgan KMI 7.4 cc 14.15 +0.07 .2625
12.38 10.11 ForestRoadAcqn FRX.UT ... ... 11.55 +0.44 ... 22.50 8.00 GoldmanSachsBDC GSBD 9.6 61 18.75 +1.21 .05 11.90 9.98 HorizonAcqnII HZON.UT ... ... 11.34 +0.18 ... 18.30 1.82 InvescoMtg IVR 8.3 dd 3.85 –0.19 .08 5.50 1.26 KingswayFin KFS ... dd 4.54 –0.03 ...
12.00 10.25 ForestRoadA FRX ... ... 10.73 +0.31 ... 309.41 130.85 GoldmanSachs GS 1.7 12 293.50 +22.33 1.25 11.25 9.91 HorizonII A HZON ... ... 10.66 +0.08 ... 11.46 10.01 Investindustrial IIAC.UT ... ... 11.10 +0.25 ... 10.68 9.99 KingswoodAcqn KWAC.UT ... ... 10.60 +0.15 ...
3.05 1.70 ForestRoadWt FRX.WT ... ... 2.58 +0.43 ... 37.07 21.49 Gorman-Rupp GRC 1.9 31 32.26 +0.76 .155 2.84 1.10 HorizonII Wt HZON.WT ... ... 2.30 +0.55 ... 10.95 9.91 InvestindustrialA IIAC ... ... 10.50 +0.15 ... 10.32 2.72 KinrossGold KGC 1.7 8 7.24 +0.26 .03
23.97 9.43 Forestar FOR ... 17 22.98 +1.49 ... 64.93 26.75 GraceWR GRA 2.0 cc 61.00 +2.98 .30 10.12 1.20 HorizonGlobal HZN ... dd 9.96 +0.48 ... 2.30 1.04 InvestindustrialWt IIAC.WT ... ... 1.76 +0.32 ... 76.19 32.76 Kirby KEX ... dd 56.08 +5.32 ...
44.72 28.59 Fortis FTS 3.8 20 40.40 –0.03 .3861 76.98 38.43 Graco GGG 1.0 37 71.79 +2.85 .1875 52.97 39.01 HormelFoods HRL 2.0 30 49.06 +2.20 .245 61.59 7.42 Invitae NVTA ... dd 49.70 +0.18 ... 57.69 18.02 KirklandLakeGold KL 2.0 13 38.34 –0.08 .1875
74.26 31.20 Fortive FTV .4 16 68.90 +2.82 .07 12.00 5.56 GrafTechIntl EAF .4 7 11.00 +1.30 .01 83.25 25.51 DR Horton DHI 1.0 11 80.02 +3.22 .20 32.70 15.64 InvitatHomes INVH 2.3 cc 30.02 +0.54 .17 18.21 6.87 KiteRealty KRG 3.6 cc 16.66 +0.72 .15
11.08 10.35 FortressCap FCAX.UT ... ... 10.59 +0.19 ... 19.05 10.36 Graham GHM 2.9 59 15.12 +0.36 .11 73.26 42.86 HoulihanLokey HLI 2.0 17 66.22 +1.37 .33 41.32 21.00 IronMountain IRM 7.6 70 32.40 –1.27 .6185 47.44 27.54 Knight-Swift KNX .8 17 41.22 +1.22 .08
24.25 3.69 FortressTransport FTAI 5.5 15 23.85 +1.75 .33 597.28 267.89 GrahamHoldings GHC 1.0 15 586.20 +18.09 1.51 54.83 5.12 Hovnanian HOV ... 7 48.25 –2.91 ... 17.50 5.48 iStar STAR 2.7 dd 16.05 +0.87 .11 26.34 7.74 Knoll KNL 1.5 46 15.92 +0.96 .06
12.42 9.65 FortressValueII FAII ... ... 11.87 +0.57 ... 427.90 200.61 Grainger GWW 1.7 29 367.90 +3.51 1.53 129.74 35.10 HowardHughes HHC ... dd 92.15 +5.98 ... 7.51 3.01 ItauCorpBanca ITCB ... dd 5.43 +0.39 ... 19.26 8.67 KnotOffshore KNOP 12.7 9 16.34 +0.01 .52
13.03 9.95 FortressValueII FAII.UT ... ... 12.48 +0.60 ... 35.12 8.90 GraniteConstr GVA 1.6 dd 31.79 +2.18 .13 29.10 9.25 HowmetAerospace HWM .0 46 27.13 +2.55 .0163 8.18 3.48 ItauUnibanco ITUB 2.6 14 5.23 +0.01 .0028 21.17 11.10 Knowles KN ... cc 20.60 +1.31 ...
3.90 1.12 FortressValueIIWt FAII.WT ... ... 3.20 +0.33 ... 18.70 1.74 GranitePointMtg GPMT 7.9 dd 10.10 +0.78 .25 18.20 8.75 Huami HMI ... 21 14.83 +1.12 ... 12.73 10.86 IvanhoeCap IVAN.UT ... ... 11.99 +0.81 ... 51.00 10.89 Kohl's KSS .0 dd 49.53 +5.47 .704
11.76 10.53 FortressValueIII FVT.UT ... ... 10.95 +0.15 ... 62.59 28.12 GraniteREIT GRP.UT 4.0 12 59.54 +0.93 .1957 19.64 11.69 HuanengPower HNP 5.3 6 12.90 –1.27 .7752 58.08 29.89 KoninklijkePhil PHG 1.8 38 56.86 +2.57 1.0331
9.85 .98
93.40
1.47
33.90
FortunaSilver
FortBrandsHome
FSM
FBHS
...
1.2
61
22
7.60
88.53
–0.18
+2.28
...
.26
18.22
22.83
10.41
8.53
GraphicPkg
GrayTelevision
GPK
GTN
1.8
...
27
8
16.38
17.99
+0.72
+0.94
.075
...
172.17
420.61
85.62
90.84
Hubbell
HubSpot
HUBB
HUBS
2.4
...
25
dd
161.91
415.35
+6.31
+43.15 ... J 47.14
36.79
12.91
8.25
KontoorBrands
Koppers
KTB
KOP
3.9
...
45
9
41.04
35.23
+4.92
+1.95
.40
...
25.00 3.00 ForumEnergyTech FET ... dd 18.71 +3.88 ... 21.00 8.55 GrayTelevision A GTN.A ... 8 17.73 +1.23 ... 7.76 1.23 HudbayMinerals HBM .2 dd 6.23 +0.54 .0077 12.98 6.28 KoreaElcPwr KEP ... cc 10.55 +0.27 ...
10.43 3.03 J Alexander's JAX ... dd 7.88 +0.54 ...
32.50 12.80 FourCornersProp FCPT 4.6 26 27.70 +1.34 .3175 15.35 3.96 GreatAjax AJX 6.5 13 10.42 +0.57 .17 38.81 16.14 HudsonPacProp HPP 4.0 cc 24.73 +1.29 .25 51.26 21.45 KornFerry KFY .8 cc 51.25 +5.65 .10
2.20 0.63 FourSeasonsEduc FEDU ... dd 1.68 +0.24 ... 31.26 10.86 GreatWesternBncp GWB .2 dd 25.52 +1.52 .01 474.70 208.25 Humana HUM .7 15 379.30 –3.81 .625 42.36 21.88 JBG SMITH Prop JBGS 2.9 cc 31.21 +1.35 .225 dd
5.53 0.50 KosmosEnergy KOS .0 2.68 +0.46 .0452
166.11 77.18 Franco-Nevada FNV .9 88 121.06 +1.73 .26 64.97 14.20 GreenDot GDOT ... 58 53.94 +3.71 ... 271.14 136.44 HuntingIngalls HII 2.8 11 163.90 +6.57 1.14 30.08 6.06 JELD-WEN JELD ... 51 28.00 +2.01 ... 36.19 4.45 Kraton KRA ... dd 34.20 +6.12 ...
3.92 1.49 Frank'sIntl FI ... dd 3.08 +0.30 ... 40.31 12.89 Greenbrier GBX 2.7 43 40.28 +4.10 .27 29.18 12.23 Huntsman HUN 2.3 cc 28.36 +1.94 .1625 8.67 1.55 J.Jill JILL ... dd 4.52 +0.49 ... 42.99 27.06 Kroger KR 2.2 9 33.15 –1.35 .18
35.91 12.61 FranklinCovey FC ... dd 27.70 +3.65 ... 20.50 7.28 Greenhill GHL 1.3 15 15.40 +3.79 .05 94.98 24.02 HyattHotels H .0 dd 73.94 +8.28 .20 4.48 2.15 JMP JMP ... dd 4.32 +0.12 ... 16.34 6.81 KronosWorldwide KRO 4.8 27 14.97 +0.81 .18
28.59 14.91 FranklinRscs BEN 4.3 17 25.86 –0.43 .28 15.17 9.79 GreenTree GHG ... 38 13.20 +0.28 ... 58.66 9.50 Hyliion HYLN ... dd 15.67 –0.94 ... 142.75 76.91 JPMorganChase JPM 2.6 16 137.98 +9.31 .90 15.06 8.48 KukeMusic KUKE ... dd 9.16 –0.20 ...
32.49 4.82 FreeportMcM FCX ... 79 31.73 +4.82 ... 52.35 23.65 Greif A GEF 3.6 26 48.23 +3.07 .44 97.94 30.25 HysterYaleMatls HY 1.3 59 96.25 +6.54 .3175 46.18 17.63 Jabil JBL .7 32 44.58 +3.21 .08
116.73 59.29 JacobsEngg J .8 37 107.45 +6.49 .21
46.55 29.17 FreseniusMed FMS 1.5 14 34.05 –6.22 .7073 53.90 30.89 Greif B GEF.B 5.2 18 49.53 +3.83 .65
31.92 8.98 JamesHardie JHX ... 91 30.47 +2.56 ... L
37.47
11.95
20.25
5.28
FreshDelMonte
Frontline
FDP
FRO
1.2
24.7
54
2
25.56
6.49
+1.09
+0.59
.10
.50
27.53
162.65
9.15
26.26
Griffon
Group1Auto
GFF
GPI
1.3
.8
16
10
24.41
148.02
+1.95
+10.40
.08
.30
I 35.23 11.81 JanusHenderson JHG 4.7 36 30.95 +0.19 .36
17.95 10.10 JawsAcquisition JWS.UT ... ... 14.38 +0.83 ... 11.65 1.36 LAIX LAIX ... dd 4.09 +2.21 ...
62.29 5.00 fuboTV FUBO ... dd 48.78 +6.53 ... 85.53 29.35 Grubhub GRUB ... dd 72.54 –2.73 ... 66.85 21.79 IAA IAA ... 48 63.46 +6.32 ... 11.26 9.96 L&F Acqn LNFA.UT ... ... 11.10 +0.40 ...
57.68 23.68 FullerHB FUL 1.2 24 55.46 +4.57 .1625 132.50 44.28 GpoAeroportuar PAC ... 36 105.76 +5.97 ... 17.43 9.95 JawsAcqnA JWS ... ... 13.30 +0.29 ...
17.56 6.86 ICICI Bank IBN ... 30 17.56 +2.46 ... 4.15 1.26 JawsAcqnWt JWS.WT ... ... 3.15 +0.57 ... 10.70 9.58 L&F Acqn A LNFA ... ... 10.25 +0.13 ...
12.84 9.68 FusionAcqnA FUSE ... ... 12.18 +0.76 ... 205.29 82.08 GpoAeroportSur ASR ... 36 171.02 +14.31 ... 5.64 2.68 ICL Group ICL 1.7 ... 5.37 +0.05 .023 2.00 1.35 L&F Acqn Wt LNFA.WT ... ... 1.66 +0.05 ...
14.52 9.96 FusionAcqnUn FUSE.UT ... ... 13.50 +0.77 ... 8.85 3.32 GpoAvalAcc AVAL 4.6 11 6.72 +0.31 .0259 10.90 10.57 JawsMustang JWSM.UT ... ... 10.84 +0.84 ...
113.58 69.05 IDACORP IDA 3.2 18 88.63 +0.33 .71 12.78 10.40 JawsSpitfire SPFR.UT ... ... 12.17 +0.83 ... 49.67 8.00 L Brands LB .0 dd 49.39 +8.63 .30
3.50 0.45 FusionAcqnWt FUSE.WT ... ... 3.06 +0.20 ... 3.68 1.28 GpoSupervielle SUPV 1.6 3 1.89 +0.16 .0409 18.18 4.81 IDT IDT ... 15 17.62 +3.59 ... 147.84 55.29 LCI Inds LCII 2.1 26 143.87 +14.49 .75
14.96 8.75 FutureFuel FF 1.6 6 14.55 +1.25 .06 11.95 4.65 GrupoTelevisa TV ... dd 8.28 +0.77 ... 12.00 10.25 JawsSpitfireA SPFR ... ... 11.68 +1.02 ...
101.45 44.81 IHS Markit INFO .9 41 89.32 +2.24 .20 4.18 2.15 JawsSpitfireWt SPFR.WT ... ... 2.70 –0.15 ... 10.86 3.64 LG Display LPL ... dd 10.16 +0.50 ...
25.84 3.64 Guess GES 1.8 dd 24.80 +1.58 .1125 11.86 4.52 ING Groep ING ... ... 9.30 +0.48 ... 11.39 8.55 LGLS ysAcqn DFNS ... cc 11.14 +0.64 ...
G 134.22
18.00
71.64
13.13
Guidewire
GuildHldgs
GWRE
GHLD
...
...
dd
...
121.37
16.21
+6.63
+0.90
...
...
22.19 6.38 Invesco IVZ 2.8 19 21.96 +1.37 .155
27.06
11.92
11.20
2.40
JefferiesFin
JianpuTech
JEF
JT
3.1
...
9
...
25.51
3.52
+2.16
+0.56
.20
... 12.50 9.00 LGL Systems Un DFNS.UT ... ... 12.50 +0.85 ...
18.25 10.25 IonAcqn1 IACA.UT ... ... 14.00 +0.26 ... 90.20 11.42 JinkoSolar JKS ... 21 63.65 +1.66 ... 2.35 0.39 LGLSysAcqnWt DFNS.WT ... ... 2.23 +0.67 ...
19.65 9.03 GAMCO Investors GBL .4 9 19.38 +1.57 .02 17.20 9.96 IonAcqn1 A IACA ... ... 13.26 +0.31 ... 4.89 1.00 LSB Inds LXU ... dd 4.18 +0.91 ...
95.88 50.69 GATX GATX 2.1 23 95.62 +2.82 .50 H 6.20 1.05 IonAcqn1Wt IACA.WT ... ... 4.39 +0.52 ...
132.39
173.65
56.17
109.16
JohnBeanTech
J&J
JBT
JNJ
.3
2.5
32
30
122.21
164.45
+6.33
+1.32
.10
1.01 50.50 24.49 LTC Properties LTC 5.6 18 40.83 +2.19 .19
27.62 14.24 GCPAppliedTechs GCP ... 18 26.06 +1.27 ... 4.65 1.13 IONGeophysical IO ... dd 2.94 +0.19 ... 52.92 22.78 JohnsonControls JCI 2.0 41 51.05 +1.23 .26 230.99 142.01 L3HarrisTech LHX 1.9 35 182.83 +11.32 .85
18.42 6.70 GEO Group GEO 11.9 7 8.39 –0.55 .25 181.01 58.38 HCA Healthcare HCA 1.1 16 176.79 +14.31 .48 192.34 81.79 IQVIA IQV ... cc 186.10 +8.30 ... 177.50 78.29 JonesLang JLL ... 19 154.26 +8.05 ... 46.34 15.61 La-Z-Boy LZB 1.5 24 39.78 +1.06 .15
32.25 11.92 GFLEnvironmental GFL .1 dd 31.01 +2.72 .01 62.93 31.61 HCI Group HCI 2.8 15 56.32 +0.69 .40 5.54 2.54 IRSA IRS ... dd 4.22 +0.03 ... 67.67 2.15 JumiaTech JMIA ... dd 61.23 +3.68 ... 237.88 98.02 LabCpAm LH ... 26 226.55 –2.36 ...
76.76 37.37 GFL Env Un GFLU 4.1 ... 73.92 +5.69 .75 4.75 1.29 HC2 Holdings HCHC ... dd 3.89 +0.40 ... 82.90 35.41 ITT ITT .9 45 78.77 +4.06 .169 14.79 9.50 JuniperIndustrial JIH.UT ... ... 14.75 +0.48 ... 18.97 2.65 LadderCapital LADR 7.7 32 10.44 +0.61 .20
34.57 10.39 GMS GMS ... 57 32.27 +3.28 ... 81.97 29.50 HDFC Bank HDB ... 36 81.95 +9.85 ... 5.35 1.44 IamGold IAG ... dd 3.52 +0.14 ... 13.25 9.10 JuniperIndlA JIH ... cc 13.23 +0.46 ... 96.32 39.06 LambWeston LW 1.2 40 79.50 +4.80 .235
12.65 9.64 GoAcqnA GOAC ... ... 10.48 +0.04 ... 8.17 1.38 HEXO HEXO ... dd 7.80 +1.45 ... 211.71 104.56 IDEX IEX 1.0 39 192.35 +6.16 .50 3.15 0.48 JuniperIndlWt JIH.WT ... ... 3.10 +0.39 ... 10.70 4.89 Lannett LCI ... dd 6.17 –1.58 ...
11.20 9.91 GOAcquisitionUn GOAC.UT ... ... 11.18 +0.31 ... 10.70 10.00 HH&L Acqn HHLA.UT ... ... 10.49 ... ... 31.58 12.12 iHuman IH ... cc 19.13 +0.69 ... 27.83 15.20 JuniperNetworks JNPR 3.3 32 24.55 +0.13 .20 35.40 6.60 LaredoPetrol LPI ... dd 29.90 +6.63 ...
1.88 0.75 GoAcqnWt GOAC.WT ... ... 1.88 +0.40 ... 11.11 9.86 HIG Acqn HIGA.UT ... ... 11.00 +0.23 ... 224.69 115.94 IllinoisToolWks ITW 2.3 31 202.19 +7.98 1.14 4.97 0.88 JupaiHoldings JP ... dd 2.96 +1.07 ... 71.38 33.30 LasVegasSands LVS .0 dd 55.57 +7.48 .79
16.95 1.85 GOL Linhas GOL ... dd 9.27 +0.60 ... 15.46 9.75 H.I.G.AcqnA HIGA ... ... 10.37 +0.06 ... 20.21 6.01 Imax IMAX ... dd 18.29 –0.61 ... 46.95 20.94 Lazard LAZ 4.4 17 42.31 +1.11 .47
53.06 4.27 JustEnergy JE ... dd 7.83 +1.12 ...
14.65 5.20 GP Strategies GPX ... 29 13.63 +1.55 ... 1.98 1.16 H.I.G.AcqnWt HIGA.WT ... ... 1.90 +0.44 ... 14.39 1.08 IndependenceContr ICD ... dd 3.97 +0.29 ... 7.45 1.03 Leaf LEAF ... dd 6.55 +1.15 ...
4.20 1.23 GS Acqn II Wt GSAH.WT ... ... 3.90 +0.60 ... 42.90 16.61 HNI HNI 3.6 22 34.19 +1.93 .305 43.60 22.00 Independence IHC 1.1 cc 41.60 +3.09 .22 170.68 63.20 Lear LEA .6 60 155.71 +4.95 .25
14.72 10.21 GS Acqn II GSAH.UT ... ... 13.02 +0.87 ... 26.58 12.54 HP HPQ 3.0 13 26.15 +1.81 .1938 16.85 6.86 IndepRealty IRT 3.4 52 14.23 +0.95 .12 K 2.10 0.71 LeeEnterprises LEE ... 14 1.89 +0.49 ...
13.81 9.85 GS Acqn II A GSAH ... ... 12.06 +0.50 ... 11.38 9.57 HPX A HPX ... ... 10.50 +0.06 ... 48.60 28.04 IndustrsBachoco IBA 1.5 12 43.16 +2.02 .3499 46.23 22.03 Leggett&Platt LEG 3.7 25 43.02 +2.02 .40
149.05 27.06 GSXTechedu GSX ... dd 89.77 –15.24 ... 12.15 9.81 HPX Un HPX.UT ... ... 11.50 +0.40 ... 19.07 6.76 Infosys INFY 1.4 30 17.63 +0.75 .1334 24.13 9.41 KAR Auction KAR .0 cc 19.80 +1.34 .19 125.84 68.00 Leidos LDOS 1.3 25 106.76 +0.70 .34
11.00 10.00 G Squared I GSQD.UT ... ... 10.87 ... ... 2.10 0.64 HPX Wt HPX.WT ... ... 1.93 +0.64 ... 47.78 17.01 IngersollRand IR ... dd 43.78 +1.94 ... 43.95 20.93 KB Fin KB 3.7 5 39.18 +2.92 1.9979 6.96 1.03 LejuHoldings LEJU ... ... 3.26 +0.87 ...
15.77 3.05 GTT Comm GTT ... dd 4.80 +0.15 ... 38.61 17.95 HSBC HSBC ... dd 26.74 +0.59 ... 79.68 24.92 Ingevity NGVT ... 17 72.45 +6.76 ... 43.75 9.82 KB Home KBH 1.4 14 42.55 +0.91 .15 188.30 44.11 Lemonade LMND ... dd 144.82 –0.43 ...
11.65 9.60 GalileoAcquisition GLEO.UT ... ... 11.01 –0.03 ... 30.62 11.78 HUYA HUYA ... 55 26.77 +0.88 ... 99.51 59.11 Ingredion INGR 3.1 16 83.41 +7.94 .64 32.27 12.00 KBR KBR 1.3 dd 30.41 +1.36 .10 13.88 4.32 LendingClub LC ... dd 13.51 +2.66 ...
10.55 9.20 GalileoAcqn GLEO ... cc 10.36 +0.20 ... 140.73 63.41 Haemonetic HAE ... 66 139.23 +24.94 ... 212.39 40.21 InnovativeIndProp IIPR 2.3 68 211.48 +24.36 1.24 79.40 31.79 KE Holdings BEKE ... dd 62.62 +3.52 ... 91.21 25.42 Lennar A LEN 1.1 12 90.96 +7.81 .25
1.14 0.15 GalileoAcqnWt GLEO.WT ... ... 1.02 +0.07 ... 22.58 4.25 Halliburton HAL .9 dd 18.98 +1.35 .045 95.78 22.59 Insperity NSP 1.9 21 83.27 +4.78 .40 44.66 15.55 KKR KKR 1.2 27 44.65 +5.70 .135 73.31 18.87 Lennar B LEN.B 1.4 9 72.97 +6.03 .25
129.12 65.09 Gallagher AJG 1.6 28 118.40 +2.99 .48 25.00 6.68 HamiltonBeach HBB 1.9 10 19.54 +0.35 .095 229.49 40.53 InspireMedical INSP ... dd 222.26 +20.75 ... 22.03 6.84 KKR RealEstFin KREF 9.6 20 17.97 +0.85 .43 319.77 163.40 LennoxIntl LII 1.1 30 274.26 –1.23 .77
483.00 2.57 GameStop GME ... dd 63.77 –261.23 ... 17.74 6.96 Hanesbrands HBI 3.8 13 15.87 +0.58 .15 126.92 29.02 InstalledBldg IBP ... 40 118.56 +13.63 ... 11.50 6.66 KT KT 3.6 10 10.41 –0.11 .4986 10.79 10.19 LeoHoldingsII LHC.UT ... ... 10.45 –0.03 ...
6.57 0.63 Gannett GCI ... dd 4.77 +0.29 ... 25.49 11.31 Hanger HNGR ... 22 22.77 +2.28 ... 99.95 46.01 IntegerHoldings ITGR ... 35 77.75 +3.95 ... 157.25 52.71 Kadant KAI .6 36 148.10 +5.15 .24 22.64 9.09 LeviStrauss LEVI .6 dd 19.99 +0.28 .04
26.99 5.26 Gap GPS ... dd 22.65 +2.40 ... 72.42 15.01 HannonArmstrong HASI 2.2 44 62.77 +3.62 .34 119.02 63.51 ICE ICE 1.1 30 114.19 +3.84 .33 5.69 0.44 KaleyraWt KLR.WT ... ... 4.00 +1.03 ... 12.08 7.86 LexingtonRealty LXP 3.9 18 10.93 +0.68 .1075
169.77 76.91 Gartner IT ... 69 164.50 +12.59 ... 139.40 75.11 HanoverIns THG 2.5 12 113.49 +1.02 .70 70.04 25.39 InterContinentl IHG ... dd 69.77 +8.20 ... 65.65 29.38 Kaman KAMN 1.5 dd 53.86 +3.50 .20 13.63 2.17 LibertyOilfield LBRT .0 dd 12.63 +0.61 .05
6.52 2.23 GasLog GLOG 4.4 dd 4.54 +0.44 .05 43.47 14.31 HarleyDavidson HOG .2 cc 33.69 –6.40 .15 43.72 19.23 IntercorpFinSvcs IFS 5.5 30 31.82 –0.21 1.75 223.59 92.86 KSCitySouthern KSU .8 32 209.18 +6.51 .44 84.93 44.87 LifeStorage LSI 3.5 39 84.08 +2.50 .74
7.42 1.51 GasLogPartners GLOP 7.9 dd 3.40 +0.05 .01 7.61 1.76 HarmonyGold HMY ... dd 4.32 –0.13 ... 155.60 90.56 IBM IBM 5.4 20 121.79 +2.68 1.63 72.88 52.66 Kellogg K 3.9 17 58.03 –0.91 .57 3.89 0.58 LightInTheBox LITB ... 18 3.32 +0.59 ...
16.55 5.42 GatesIndustrial GTES ... 60 15.37 +1.25 ... 19.98 4.19 Harsco HSC ... dd 17.81 +1.18 ... 143.09 92.14 IntlFlavors IFF 2.4 38 127.06 +14.68 .77 85.70 53.81 Kemper KMPR 1.7 12 71.69 +1.34 .31 81.97 8.17 LightspeedPos LSPD ... dd 72.49 +7.57 ...
24.00 5.78 GatosSilver GATO ... ... 14.62 +1.41 ... 59.92 19.04 HartfordFinl HIG 2.6 11 50.44 +2.42 .325 51.64 31.38 IntlFlavorsUn IFFT 6.5 ... 46.45 +4.44 .75 41.80 14.45 Kennametal KMT 2.2 dd 35.74 –2.14 .20 218.00 117.06 EliLilly LLY 1.7 30 201.77 –6.20 .85
9.14 4.27 GencoShipping GNK 1.0 dd 8.27 +0.36 .02 35.95 9.81 HavertyFurn HVT 2.4 16 33.30 +0.61 2.00 19.11 3.59 IntlGameTech IGT .0 dd 17.83 +1.72 .20 22.48 10.98 KennedyWilson KW 4.9 31 17.84 +0.65 .22 61.96 16.11 LincolnNational LNC 3.3 20 51.08 +5.59 .42
287.55 75.50 Generac GNRC ... 58 270.58 +24.16 ... 35.26 10.67 HavertyFurn A HVT.A 2.4 17 33.54 –0.76 1.90 53.39 26.38 IntlPaper IP 4.4 38 47.03 –3.28 .5125 31.44 10.56 KenonHoldings KEN ... 5 28.50 +1.03 ... 274.58 146.71 Linde LIN 1.6 55 257.37 +11.97 1.06
M16 BARRON’S February 8, 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.
153.17 71.86 Lindsay LNN .8 44 150.90 +11.07 .32 35.61 10.01 Meredith MDP .0 dd 24.02 +2.09 .595 65.31 35.40 NextEraEnergyUn NEE.PRO 3.9 ... 62.91 +1.75 .609 162.74 79.41 PNC Fin PNC 2.9 9 156.94 +13.42 1.15 9.18 3.46 PzenaInvtMgmt PZN 1.3 18 9.18 +0.88 .22
8.26 2.83 Linx LINX .2 ... 7.07 +0.27 .0184 117.06 25.24 MeritageHomes MTH ... 8 87.00 +6.74 ... 57.35 33.92 NextEraEnergyUn NEE.PRP 4.8 ... 54.49 +1.05 .6599 56.14 27.08 PNM Resources PNM 2.7 20 48.90 +0.38 .3275 3.33 0.26 QEP Resources QEP .0 29 3.18 +0.33 .02
17.48 4.18 LionsGate A LGF.A ... dd 14.61 +0.62 ... 32.97 10.91 Meritor MTOR ... 10 30.35 +4.54 ... 88.30 29.01 NextEraEnergy NEP 2.8 dd 84.46 +2.96 .615 67.39 26.27 POSCO PKX 2.1 24 59.47 +4.68 .9031 72.60 42.64 QTS Realty QTS 2.9 dd 65.77 +0.67 .50
14.65 3.87 LionsGate B LGF.B ... dd 13.00 +0.64 ... 7.50 3.43 MesaRoyalty MTR 8.0 11 4.93 +0.24 .0237 5.81 1.00 NexTierOilfield NEX ... dd 3.77 +0.45 ... 153.81 69.77 PPG Ind PPG 1.5 31 140.11 +5.40 .54 142.76 47.17 Q2Holdings QTWO ... dd 142.57 +14.58 ...
372.41 55.74 LithiaMotors LAD .3 19 369.25 +50.57 .31 29.80 9.76 MesabiTrust MSB 5.3 19 27.20 +2.31 .46 23.99 11.62 NielsenHoldings NLSN 1.1 dd 22.69 +0.36 .06 36.44 18.12 PPL PPL 6.0 14 27.87 +0.20 .415 56.10 34.77 Qiagen QGEN ... 66 54.03 –0.12 ...
28.75 1.92 LithiumAmericas LAC ... 43 19.69 –0.02 ... 43.11 21.76 MethodeElec MEI 1.1 11 39.45 +1.70 .11 147.95 60.00 Nike NKE .8 83 145.11 +11.52 .275 16.35 8.50 PQ Group PQG .0 48 15.10 +1.32 1.80 6.97 2.00 QuadGraphics QUAD .0 dd 5.72 +1.04 .15
78.00 21.70 LiveNationEnt LYV ... dd 74.34 +7.89 ... 53.28 22.85 MetLife MET 3.5 9 52.58 +4.43 .46 6.59 0.38 NineEnergy NINE ... dd 2.89 +0.30 ... 60.50 11.02 ProgHoldings PRG .0 dd 53.33 +6.15 .0381 283.54 108.14 QuakerChemical KWR .6 cc 276.56 +14.43 .395
13.06 10.15 LiveOakAcqnII LOKB.UT ... ... 12.59 +1.21 ... 49.88 15.52 MetropolitanBk MCB ... 10 45.29 +5.63 ... 30.46 19.56 NiSource NI 3.9 dd 22.80 +0.65 .22 58.17 19.73 PROS PRO ... dd 44.64 +2.50 ... 26.59 7.90 QuanexBldg NX 1.3 21 24.61 +2.62 .08
11.95 10.15 LiveOakII A LOKB ... ... 11.66 +1.01 ... 1271.67 579.40 MettlerToledo MTD ... 48 1195.20 +27.10 ... 51.72 20.42 NoahHoldings NOAH ... 23 50.05 +2.45 ... 172.06 102.48 PSBusinessParks PSB 3.0 34 141.81 +5.69 1.05 79.86 23.77 QuantaServices PWR .3 28 75.95 +5.48 .06
7.00 2.26 LiveOakII Wt LOKB.WT ... ... 2.81 +0.36 ... 10.52 2.78 MicroFocus MFGP 8.2 dd 6.77 +0.87 .5833 9.79 2.34 Nokia NOK ... dd 4.22 –0.34 ... 108.84 28.40 PVH PVH .0 dd 95.19 +9.93 .0375 10.40 10.00 QuantumFin QFTA.UT ... ... 10.24 ... ...
23.99 3.95 Livent LTHM ... dd 19.81 +1.59 ... 148.88 82.00 MidAmApt MAA 3.0 61 134.72 +1.97 1.025 26.99 14.08 NomadFoods NOMD ... 22 26.09 +0.99 ... 148.14 71.05 PackagingCpAm PKG 3.0 28 133.30 –1.16 1.00 132.73 9.74 QuantumScape QS ... ... 44.90 +1.15 ...
87.38 23.44 LiveRamp RAMP ... dd 82.01 +6.30 ... 42.75 25.25 MillerIndustries MLR 1.8 16 40.14 +0.26 .18 5.85 3.55 NomuraHoldings NMR 3.7 7 5.67 +0.31 .1913 55.29 12.33 PagerDuty PD ... dd 54.99 +6.26 ... 43.48 0.74 QuantumScapeWt QS.WT ... ... 27.50 +1.18 ...
3.02 1.17 LloydsBanking LYG ... 97 1.98 +0.20 ... 71.10 27.28 MineralsTechs MTX .3 20 66.33 +4.70 .05 9.00 2.30 NordicAmTankers NAT 14.1 5 3.20 +0.24 .04 59.38 13.58 PagSeguroDig PAGS ... 66 56.22 +7.27 ... 3.07 1.17 Qudian QD ... 15 3.00 +0.99 ...
442.53 266.11 LockheedMartin LMT 3.1 14 337.04 +15.22 2.60 10.80 2.77 MistrasGroup MG ... dd 7.61 +0.70 ... 42.22 11.72 Nordstrom JWN .0 dd 34.06 –1.39 .37 45.00 8.90 PalantirTech PLTR ... dd 34.05 –1.13 ... 134.71 73.02 QuestDiag DGX 1.8 12 121.79 –7.36 .62
56.88 27.33 Loews L .5 dd 47.80 +2.51 .0625 5.28 3.32 MitsubishiUFJ MUFG 4.0 12 4.86 +0.30 .116 258.17 112.62 NorfolkSouthern NSC 1.6 31 245.66 +9.04 .99 390.07 125.47 PaloAltoNtwks PANW ... dd 379.85 +29.10 ... 10.99 4.55 QuotientTech QUOT ... dd 9.89 +1.03 ...
7.23 3.01 LomaNegra LOMA 4.7 5 5.38 +0.25 .2643 14.32 6.64 MiXTelematics MIXT 1.4 37 13.65 –0.24 .0662 11.45 4.11 NorthAmConstr NOA 1.3 8 9.37 +0.15 .0307 14.78 8.72 PampaEnergia PAM ... 7 13.41 +0.80 ...
25.43
22.96
9.95
9.34
LongviewAcqn
LongviewAcqnA
LGVW.UT
LGVW
...
...
...
...
22.50
20.30
+2.97
+1.85
...
...
3.08
11.00
1.96
6.20
MizuhoFin
MobileTeleSys
MFG
MBT
3.7
7.0 11
2 2.87
9.23
+0.18
+0.23
.0719
.1858
5.12
42.71
2.19
9.84
NoEuroOil
NorthernGenesis
NRT
NGA.UT
6.7
...
12
...
4.19
29.84
+0.12
+0.54
.04
...
13.99
12.52
10.42
9.55
PanaceaAcqn
PanaceaAcqnA
PANA.UT
PANA
...
...
...
...
11.25
10.45
+0.25
+0.20
...
... R
7.86 0.77 LongviewAcqnWt LGVW.WT ... ... 7.20 +1.10 ... 44.56 15.00 ModelN MODN ... dd 39.08 +5.10 ... 35.25 9.60 NorthernGenesis NGA ... ... 25.49 +0.05 ... 3.85 1.75 PanaceaAcqnWt PANA.WT ... ... 2.53 –0.02 ...
20.43 5.72 ParPacific PARR ... dd 14.72 +1.44 ... 27.26 16.81 RELX RELX 2.3 31 25.19 +0.37 .1725
42.08 12.97 LouisianaPacific LPX 1.4 24 41.73 +3.72 .145 14.29 2.84 ModineMfg MOD ... dd 13.85 +1.30 ... 13.98 0.76 NorthernGenesisWt NGA.WT ... ... 8.56 +0.35 ...
81.56 9.64 ParTechnology PAR ... dd 79.18 +16.92 ... 40.78 14.40 RE/MAX RMAX 2.3 55 38.28 +2.06 .22
180.67 60.00 Lowe's LOW 1.4 25 175.03 +8.18 .60 56.00 22.11 Moelis MC 3.0 41 51.71 +2.00 2.00 12.50 11.19 NorthernGenesisII NGAB.UT ... ... 11.96 +0.63 ... 11.92 3.50 REV REVG .0 dd 11.16 +0.83 .05
3.34 0.46 Luby's LUB ... dd 3.24 +0.36 ... 153.60 56.62 MohawkInds MHK ... 21 152.52 +8.92 ... 21.00 9.87 NorthernStar STIC.UT ... ... 15.53 +1.85 ... 15.00 5.54 ParamountGroup PGRE 3.1 dd 9.05 +0.16 .07
23 15 17.68 9.14 ParkAerospace PKE 2.9 45 13.78 +0.50 .10 524.02 73.14 RH RH ... 62 486.93 +11.57 ...
20.17 11.56 LufaxHolding LU ... 17.35 +1.41 ... 246.72 102.85 MolinaHealthcare MOH ... 204.70 –8.91 ... 19.54 11.50 NorthernStarAcqn STIC ... ... 14.53 +1.70 ...
19 19 24.27 3.99 ParkHotels PK .0 dd 18.15 +1.47 .45 110.59 66.02 RLI RLI 1.0 29 100.80 +4.02 1.00
35.10 3.77 LumberLiqu LL ... 29.84 +1.88 ... 80.00 42.00 MolsonCoorsA TAP.A .0 52.08 –5.97 .57 6.23 2.06 NorthernStarAcqnWt STIC.WT ... ... 3.43 +0.34 ...
293.80 93.00 ParkerHannifin PH 1.3 25 279.47 +14.86 .88 16.58 3.88 RLJ Lodging RLJ .3 dd 13.94 +1.03 .01
16.60 8.16 LumenTech LUMN 8.2 10 12.23 –0.15 .25 61.94 32.11 MolsonCoorsB TAP .0 18 48.98 –1.18 .57 11.50 10.30 NorthernStarII NSTB.UT ... ... 10.89 +0.21 ... 35.00 22.00 RLX Tech RLX ... ... 24.23 +1.73 ...
3.81 0.86 LumentFinance LFT 11.1 11 3.24 +0.08 .09 18.66 8.42 MonmouthRealEst MNR 3.9 dd 18.35 +1.02 .18 374.39 263.31 NorthropGrum NOC 1.9 16 298.79 +12.18 1.45 45.40 24.67 Parsons PSN ... 43 38.10 +2.44 ...
18.94 10.27 Luxfer LXFR 2.7 50 18.84 +2.37 .125 44.48 16.41 MontroseEnvl MEG ... dd 39.78 +2.80 ... 8.81 0.26 PartyCity PRTY ... dd 8.81 +1.62 ... 5.42 1.72 RPC RES ... dd 5.12 +0.66 ...
77.26 41.71 NorthwestNat NWN 4.2 23 46.14 –0.57 .48 98.35 42.85 RPM RPM 1.8 26 86.46 +3.99 .38
35.13 4.79 Lydall LDL ... dd 32.65 +2.55 ... 305.96 164.19 Moody's MCO .8 29 276.97 +10.71 .56 54.28 7.03 NorwegCruise NCLH ... dd 24.72 +2.07 ... 471.08 163.42 PaycomSoftware PAYC ... cc 434.22 +54.48 ...
99.86 33.71 LyondellBasell LYB 4.5 22 93.26 +7.50 1.05 95.26 32.49 Moog A MOG.A 1.3 dd 77.19 +3.32 .25 8.94 0.80 PeabodyEnergy BTU ... dd 3.57 –0.26 ... 14.94 4.62 RPTRealty RPT .0 14 9.67 +0.42 .22
99.84 69.18 Novartis NVS 2.4 26 90.53 +0.06 3.3784 3.12 0.72 RR Donnelley RRD .0 dd 2.42 +0.03 .03
94.96 33.58 Moog B MOG.B 1.3 dd 78.00 +5.26 .25 73.92 49.24 NovoNordisk NVO 1.3 26 71.40 +1.80 .5178 11.90 5.08 Pearson PSO 2.4 23 9.95 –1.10 .0771
5.41 2.21 RYBEducation RYB ... dd 3.18 +0.63 ...
M 77.76 27.20 MorganStanley MS 1.9 11 73.22 +6.17 .35 11.33 10.77 NovusCapII NXU.UT ... ... 11.18 +1.18 ... 26.04
40.65
5.39
10.58
PebblebrookHotel
PembinaPipeline
PEB
PBA
.0
6.9
dd
23
19.74
27.64
+1.36
+1.34
.01
.1642 25.01 9.53 RadianGroup RDN 2.5 10 20.17 +0.97 .125
29.34 6.50 Mosaic MOS .7 dd 27.65 +1.69 .05 61.07 12.31 NuSkinEnts NUS 2.5 20 60.18 +2.31 .375 28.00 9.40 Rafael RFL ... dd 28.00 +4.52 ...
171.05 85.09 M&T Bank MTB 3.1 14 140.40 +7.93 1.10 11.86 10.20 MotiveCapital MOTV.UT ... ... 11.35 +0.79 ... 58.52 27.53 Nucor NUE 3.1 22 52.98 +4.25 .405 4.14 0.36 PA Reit PEI 3.5 dd 2.26 –0.36 .02
10.77 10.10 ... 70.00 13.14 PennyMacFin PFSI .9 3 64.53 +6.53 .15 124.18 59.82 RalphLauren RL .0 dd 108.50 +7.45 .6875
9.56 4.93 MBIA MBI ... dd 6.48 +0.34 ... MotiveCapA MOTV ... 10.60 +8.39 ... 28.48 4.98 NuSTAREnergy NS 10.0 dd 15.98 +0.73 .40 10.31 1.61 RangeResources RRC ... dd 9.26 +0.05 ...
59.30 15.75 MDC Holdings MDC 2.7 11 58.85 +6.83 .3429 3.24 1.60 MotiveCapWt MOTV.WT ... ... 2.03 ... ... 55.12 23.85 Nutrien NTR 3.4 cc 53.56 +4.39 .45 23.79 3.50 PennyMacMtg PMT 10.1 81 18.59 +1.34 .47
187.49 120.77 MotorolaSol MSI 1.6 33 182.09 +14.54 .71 66.84 19.99 PenskeAuto PAG 2.6 12 65.30 +5.46 .43 7.17 2.27 RangerEnergySvcs RNGR ... dd 5.11 +0.58 ...
10.33 10.15 MDH Acqn MDH.UT ... ... 10.27 +0.27 ... 28.75 10.54 nVentElectric NVT 2.9 dd 23.85 +1.47 .175
26 21.21 5.70 Ranpak PACK ... dd 19.05 +1.71 ...
32.22 15.00 MDU Rscs MDU 3.2 14 26.81 +0.52 .2125 23.80 8.12 Movado MOV 1.7 dd 23.76 +3.10 .10 59.30 22.01 Pentair PNR 1.5 55.16 +0.70 .20
314.22 121.80 Penumbra PEN ... dd 259.37 –1.72 ... 109.67 54.21 RaymondJames RJF 1.4 18 109.41 +9.48 .39
8.09
14.43
0.32
4.34
MFA Financial
MGIC Investment
MFA
MTG
7.6
2.0
dd
9
3.97
12.06
+0.33
+0.34
.075
.06
39.71
13.22
16.78
6.64
MuellerIndustries
MuellerWater
MLI
MWA
1.1
1.8
15
25
36.54
12.54
+2.39
+0.55
.10
.055 O 54.49 7.41 PerformanceFood PFGC ... dd 52.76 +5.88 ... 8.95 0.90 RayonierAdvMatls RYAM ... dd 8.20 +1.28 ...
12.93 6.12 MultiPlan MPLN ... dd 7.89 –0.09 ... 15.58 9.90 PeridotAcqn PDAC.UT ... ... 14.25 +1.28 ... 33.35 15.96 Rayonier RYN 3.2 cc 33.34 +2.59 .27
34.37 11.43 MGMGrowthProp MGP 5.9 68 32.97 +1.82 .4875 21.06 8.63 OFGBancorp OFG 1.8 22 18.20 +1.02 .08 13.50 9.60 PeridotAcqnA PDAC ... ... 12.85 +1.35 ... 93.45 40.71 RaytheonTech RTX 2.6 dd 72.33 +5.60 .475
34.66 5.90 MGM Resorts MGM .0 12 34.25 +5.69 .0025 3.77 1.02 MultiPlanWt MPLN.WT ... ... 1.59 –0.11 ...
22.98 4.50 MurphyOil MUR 3.8 dd 13.03 +0.66 .125 46.43 23.01 OGE Energy OGE 5.1 dd 31.43 +0.91 .4025 3.97 0.66 PeridotAcqnWt PDAC.WT ... ... 3.61 +0.65 ... 16.90 3.92 ReadyCapital RC 11.1 18 12.60 +1.22 .35
55.50 9.62 MI Homes MHO ... 6 52.47 +3.10 ... 14.11 4.31 O-I Glass OI .0 7 13.60 +0.96 .05 27.38 25.05 PeriphasCap PCPC.UT ... ... 25.85 –0.15 ... 16.99 2.09 Realogy RLGY ... dd 16.64 +2.44 ...
34.99 17.98 MinisoGroup MNSO ... dd 30.30 –1.20 ... 144.09 78.75 MurphyUSA MUSA .8 10 128.39 +3.82 .25
10.85 10.46 MusicAcqn TMAC.UT ... ... 10.70 +0.70 ... 96.97 63.67 ONE Gas OGS 3.2 21 72.90 –0.23 .58 26.37 24.80 PeriphasCapA PCPC ... ... 25.26 ... ... 84.92 38.00 RealtyIncome O 4.6 51 61.18 +2.12 .2345
6.85 0.88 MOGU MOGU ... dd 3.09 +0.79 ... 78.48 12.16 ONEOK OKE 8.7 30 42.84 +3.01 .935 5.50 3.20 PeriphasCapWt PCPC.WT ... ... 4.00 ... ... 3.48 1.16 RedLionHotels RLH ... dd 3.42 +0.02 ...
25.29 6.87 MPLX MPLX 11.7 dd 23.56 +0.45 .6875 22.80 6.91 MyersIndustries MYE 2.5 19 21.42 +1.37 .135
30.90 5.98 MyovantSciences MYOV ... dd 23.90 +0.61 ... 81.98 65.00 ON24 ONTF ... cc 69.00 +19.00 ... 162.70 62.91 PerkinElmer PKI .2 22 145.03 –2.04 .07 14.12 10.03 RedBallAcqn RBAC.UT ... ... 11.23 +0.25 ...
40.74 9.78 MP Materials MP ... ... 32.25 +3.08 ... 64.39 34.98 OakStreetHealth OSH ... dd 53.53 +1.66 ... 4.02 2.11 PermianBasin PBT 5.4 13 3.77 +0.35 .0115 12.40 9.90 RedBallAcqnA RBAC ... ... 10.59 +0.01 ...
21.77 1.17 MP Matls Wt MP.WT ... ... 18.69 +3.64 ... ...
N
11.62 9.69 OaktreeAcqnII A OACB ... 11.02 +0.46 ... 2.04 0.46 PermianvilleRT PVL 12.6 6 1.29 +0.10 .0038 3.29 1.20 RedBallAcqnWt RBAC.WT ... ... 2.07 +0.40 ...
11.68 3.31 MRC Global MRC ... dd 9.09 +2.18 ... 12.25 9.97 OaktreeAcqnII OACB.UT ... ... 11.70 +0.84 ... 5.24 1.00 PermRock PRT 4.3 14 3.29 +0.13 .0159 18.01 2.14 RedwoodTrust RWT 5.9 dd 9.53 +0.95 .14
168.73 83.57 MSA Safety MSA 1.0 47 165.77 +9.65 .43 2.69 0.99 OaktreeAcqnIIWt OACB.WT ... ... 2.38 +0.45 ... 63.86 40.01 Perrigo PRGO 2.1 dd 43.09 +0.39 .225 146.97 51.99 RegalBeloit RBC .9 31 131.38 +5.90 .30
455.81 218.65 MSCI MSCI .7 60 429.81 +34.51 .78 48.88 17.95 NACCO Inds NC 3.0 7 25.82 +1.85 .1925 43.60 8.52 OccidentalPetrol OXY .2 dd 22.56 +2.50 .01 31.21 21.50 PershingSquare PSTH ... ... 30.00 +2.43 ... 32.55 10.33 RegionalMgmt RM 2.6 12 31.15 +2.85 .20
87.84 44.93 MSC Industrial MSM 3.5 21 85.64 +8.07 .75 39.30 10.55 NCR NCR ... 12 37.00 +3.64 ... 11.18 2.29 OccidentalPetrolWt OXY.WT ... ... 10.08 +1.33 ... 14.00 5.20 PershingSquWt PSTH.WT ... ... 12.25 +2.14 ... 19.25 6.94 RegionsFin RF 3.3 18 18.93 +1.92 .155
18.56 8.52 MSG Networks MSGN ... 6 17.30 +0.03 ... 10.14 1.15 NGL Energy NGL 15.0 dd 2.66 –0.08 .10 13.87 2.01 OceaneeringIntl OII ... dd 9.61 +1.16 ... 29.49 14.03 Perspecta PRSP 1.0 dd 29.10 +0.15 .07 14.81 4.22 Regis RGS ... dd 10.16 +0.67 ...
5.42 1.76 MV Oil MVO 10.0 7 4.09 +0.34 .11 66.99 2.11 NIO NIO ... dd 56.67 –0.33 ... 32.51 4.22 OcwenFinancial OCN ... cc 27.14 +2.68 ... 45.70 27.68 PetroChina PTR 5.3 dd 31.11 +0.69 1.2636 155.95 55.39 ReinsGrp RGA 2.6 14 109.54 +4.49 .70
36.25 29.55 Mytheresa MYTE ... ... 32.50 –0.42 ... 5.40 2.28 NL Industries NL ... 14 4.88 +0.37 ... 2.41 0.35 Oi OIBR.C ... dd 1.94 +0.09 ... 15.02 4.01 PetroleoBrasil PBR .8 dd 11.07 +1.02 .0867 15.15 10.66 ReinventTechPtrs RTP.UT ... ... 13.79 +0.79 ...
26.39 4.81 Macerich MAC 4.6 dd 12.97 –2.73 .15 24.75 7.70 NOV NOV .0 dd 13.37 +0.99 .05 38.47 28.53 OilDriAmerica ODC 2.9 14 36.20 +1.53 .26 13.98 4.16 PetroleoBrasilA PBR.A ... dd 10.81 +1.03 ... 14.18 10.35 ReinventTechA RTP ... ... 13.02 +0.76 ...
22.47 10.35 Mack-Cali CLI .0 dd 12.66 –0.07 .20 10.47 4.03 NOW DNOW ... dd 9.67 +1.38 ... 11.43 1.52 OilStatesIntl OIS ... dd 6.27 +0.67 ... 43.08 26.41 Pfizer PFE 4.5 20 34.92 –0.98 .39 4.40 1.98 ReinventTechWt RTP.WT ... ... 3.75 +0.75 ...
45.56 12.50 MacquarieInfr MIC .0 dd 30.14 +2.35 11.00 43.54 19.54 NRG Energy NRG 3.1 3 41.84 +0.43 .325 16
23.54 11.88 OldRepublic ORI 4.3 10 19.34 +1.24 1.00 90.17 56.01 PhilipMorris PM 5.7 84.28 +4.63 1.20 13.80 10.70 ReinventTechZ RTPZ.UT ... ... 12.91 +0.82 ...
22.30 4.38 Macy's M .0 dd 15.07 +0.03 .3775 4693.59 2043.01 NVR NVR ... 20 4668.41 +221.93 ... 92.30 40.04 Phillips66 PSX 5.0 dd 72.04 +4.24 .90
dd dd
28.30 8.76 Olin OLN 2.9 dd 27.26 +3.35 .20 13.04 11.04 ReinventTechZ A RTPZ ... ... 12.12 +0.67 ...
111.46 58.67 MSG Entertainment MSGE ... 98.89 +10.14 ... 119.25 9.79 NaborsIndustries NBR .0 78.12 +6.70 .50 45.22 13.33 OmegaHealthcare OHI 7.3 55 36.85 +0.63 .67 63.42 19.00 Phillips66Ptrs PSXP 13.9 8 25.15 +0.03 .875 4.00 2.86 ReinventTechZ Wt RTPZ.WT ... ... 3.37 +0.40 ...
225.62 130.12 MSG Sports MSGS ... dd 176.08 +14.19 ... 11.82 3.66 NamTaiProperty NTP ... 47 9.33 +1.12 ... 11.55 9.88 Omnichannel OCA.UT ... ... 11.31 +0.59 ... 2.65 1.12 PhoenixNewMedia FENG .0 1 1.65 +0.26 1.3712
11 12 135.33 70.57 RelianceSteel RS 2.0 20 123.74 +7.66 .625
60.98 22.02 MagellanMid MMP 10.1 40.59 –3.87 1.0275 36.62 20.25 NatlBankHoldings NBHC 2.4 35.02 +1.75 .21 10.61 9.91 OmnichannelA OCA ... ... 10.51 +0.41 ... 13.75 1.27 PhoenixTree DNK ... ... 2.81 +0.18 ...
52 46.05 31.58 NationalFuelGas NFG 4.2 dd 42.21 +1.95 .445 202.68 113.27 RenaissanceRe RNR .9 10 159.35 +8.91 .35
77.59 22.75 MagnaIntl MGA 2.1 76.47 +6.22 .40 2.10 1.25 OmnichannelWt OCA.WT ... ... 2.02 +0.42 ... 75.50 16.01 Phreesia PHR ... dd 74.56 +9.27 ...
19.84 6.30 MagnaChipSem MX ... 84 18.30 +1.31 ... 69.08 44.29 NationalGrid NGG 5.3 22 58.64 +0.56 1.1285 35.77 0.85 ReneSola SOL ... dd 23.71 +3.01 ...
80.25 44.50 Omnicom OMC 3.9 15 65.88 +3.50 .65 20.78 11.01 PhysiciansRealty DOC 5.0 41 18.22 +0.59 .23 9.70 0.45 Renren RENN ... ... 7.74 +1.03 ...
10.24 3.23 MagnoliaOil MGY ... dd 9.51 +1.04 ... 91.12 31.37 NatlHealthInv NHI 6.4 16 68.44 +3.60 1.1025 12.45 10.03 one AONE.UT ... ... 11.91 +0.51 ... 24.63 11.26 PiedmontOfficeA PDM 5.2 6 16.29 +0.91 .21
45.10 14.11 MainStreetCap MAIN 7.4 dd 33.42 +1.60 .205 97.90 66.60 NatlPrestoInds NPK 1.1 15 94.21 +4.80 5.00 10.95 9.49 ReplayAcqn RPLA ... cc 10.20 +0.01 ...
11.66 9.70 oneA AONE ... ... 11.21 +0.41 ... 16.07 9.89 PineIslandAcqn PIPP.UT ... ... 13.80 +1.11 ... 12.53 9.60 ReplayAcqnUn RPLA.UT ... ... 10.90 +0.19 ...
19.60 12.06 ManchesterUnited MANU 1.1 dd 16.03 +1.62 .09 58.87 24.04 NatlRetailProp NNN 5.1 33 40.50 +1.50 .52 3.00 0.83 oneWt AONE.WT ... ... 2.90 +0.63 ... 14.94 9.95 PineIslandA PIPP ... ... 12.69 +0.69 ...
16.01 7.24 Manitowoc MTW ... dd 14.02 +0.88 ... 38.22 19.34 NatlStorage NSA 3.7 95 37.56 +1.02 .35 2.31 0.45 ReplayAcqnWt RPLA.WT ... ... 1.46 +0.24 ...
28.46 9.71 OneLiberty OLP 8.4 15 21.42 +1.38 .45 4.00 1.99 PineIslandWt PIPP.WT ... ... 3.50 +0.95 ... 103.79 65.37 RepublicSvcs RSG 1.9 28 90.93 +0.41 .425
6.65 0.99 Manning&Napier MN .0 42 6.51 +0.39 .02 23.66 7.93 Natura&Co NTCO .0 dd 18.83 +1.02 .067 28.80 9.02 OneConnectFinTech OCFT ... dd 20.40 –0.12 ... 37.80 12.02 PingIdentity PING ... dd 33.94 +4.03 ...
97.68 49.57 Manpower MAN 2.6 cc 90.88 +2.44 1.17 12.23 2.62 NaturalGasSvcs NGS ... cc 9.40 +1.21 ... 26.09 3.72 ResideoTech REZI ... dd 25.03 +1.93 ...
56.18 12.21 OneMain OMF 3.3 12 55.15 +8.59 .45 105.51 60.05 PinnacleWest PNW 4.3 14 77.78 +2.53 .83 224.43 108.85 ResMed RMD .8 42 202.17 +0.60 .39
20.34 8.62 ManulifeFin MFC 4.6 10 18.90 +0.82 .214 18.75 5.41 NaturalGrocers NGVC 1.7 17 16.04 –0.61 2.00 6.84 3.52 OneSmartIntl ONE ... dd 4.00 +0.26 ... 86.49 10.10 Pinterest PINS ... dd 81.96 +13.45 ...
11.97 3.02 MarathonOil MRO 1.5 dd 7.94 +0.70 .03 19.75 8.50 NaturalResPtrs NRP 10.2 dd 17.61 +2.00 .45 9.00 1.14 ResoluteForest RFP ... 94 7.90 –0.25 ...
64.00 20.32 OntoInnovation ONTO ... 95 59.95 +5.90 ... 147.24 48.62 PioneerNatRscs PXD 1.7 cc 128.24 +7.34 .55 67.33 25.08 RestaurantBrands QSR 3.5 32 59.61 +1.91 .52
60.35 15.26 MarathonPetrol MPC 4.9 dd 47.65 +4.49 .58 15.11 0.37 Natuzzi NTZ ... dd 13.39 +2.14 ... 19.18 7.45 Ooma OOMA ... dd 15.05 +1.58 ... 106.67 31.95 PiperSandler PIPR 1.5 41 100.97 +9.64 .375
38 27 12.80 2.87 RetailPropofAmer RPAI 2.5 72 9.63 +0.42 .06
40.18 21.90 Marcus&Millichap MMI ... 38.22 +2.49 ... 6.00 2.34 NatWest NWG .0 4.60 +0.62 .1296 37.79 14.21 Oppenheimer A OPY 1.3 4 37.55 +2.88 .12 15.50 1.67 PitneyBowes PBI 2.1 dd 9.32 –0.02 .05 dd
33.96 6.84 Marcus MCS .0 dd 17.44 –0.16 .17 28.43 1.20 Nautilus NLS ... 23 24.79 +0.28 ... 34.91 8.32 RetailValue RVI 6.7 17.24 +1.63 1.16
66.20 39.71 Oracle ORCL 1.5 19 63.60 +3.17 .24 88.77 23.77 PlanetFitness PLNT ... cc 77.79 +5.79 ...
22.21 3.96 Revlon REV ... dd 11.41 –0.09 ...
22.61 6.77 MarineProducts MPX 2.1 33 18.75 +2.47 .10 12.02 3.80 NavigatorHldgs NVGS ... dd 9.69 +0.10 ... 14.61 9.93 Orange ORAN 4.4 10 11.94 +0.19 .473 50.89 4.60 Plantronics PLT .0 dd 41.85 +10.13 .15
49.67 7.25 MarineMax HZO ... 11 43.44 +1.61 ... 7.50 2.09 NaviosMaritime NNA 5.6 1 3.54 +0.17 .05 40.94 7.17 Revolve RVLV ... 60 38.31 +1.15 ...
6.89 1.53 OrchidIslandCap ORC 14.1 cc 5.52 +0.35 .065 10.72 0.70 PlayAGS AGS ... dd 6.09 +0.94 ...
1347.64 710.52 Markel MKL ... 20 1099.51 +130.03 ... 5.31 1.30 NaviosMaritime NM ... dd 4.98 +0.63 ... 97.16 33.81 RexAmerRes REX ... cc 85.08 +8.58 ...
19.20 5.93 OrionEngCarbons OEC .0 38 17.15 +1.92 .20 21.50 7.79 PlymouthIndREIT PLYM 5.2 dd 15.39 +0.75 .20
17.02 .05 53.48 31.79 RexfordIndlRealty REXR 1.7 87 50.00 +1.06 .215
157.67 30.10 MarriottVacations VAC .0 dd 144.36 +21.60 .54 4.08 NaviosMaritime NMM 1.2 dd 16.60 +3.39
6.09 1.53 OrionGroup ORN ... 10 5.79 +0.42 ... 129.00 37.35 Polaris PII 2.1 62 118.57 +1.90 .63
49.08 18.87 Rexnord RXN .8 33 41.85 +3.99 .08
120.97 74.33 Marsh&McLen MMC 1.6 29 113.60 +3.69 .465 45.25 15.01 NavistarIntl NAV ... dd 44.11 +0.11 ...
89.21 52.65 Orix IX 3.5 10 88.04 +7.11 1.6762 10.91 10.29 Pontem PNTM.UT ... ... 10.68 +0.24 ...
319.01 135.08 MartinMarietta MLM .8 28 297.60 +10.19 .57 11.50 9.92 NavSight NSH.UT ... ... 11.13 +0.34 ... 63.08 31.96 PortlandGenElec POR 3.8 24 43.05 +0.76 .4075 16.20 10.96 RibbitLeapA LEAP ... ... 14.10 +0.72 ...
119.72 53.44 OrmatTech ORA .4 79 118.94 +4.78 .11 16.79 11.03 RibbitLeapUn LEAP.UT ... ... 14.72 +0.62 ...
60.16 27.04 Masco MAS 1.0 29 56.42 +2.11 .14 10.72 9.50 NavSightA NSH ... ... 10.61 +0.35 ... 108.47 68.97 PostHoldings POST ... dd 96.30 +1.45 ...
99.74 46.72 Oshkosh OSK 1.4 21 96.44 +4.85 .33 7.70 2.63 RibbitLeapWt LEAP.WT ... ... 4.34 +0.98 ...
10.46 10.05 MasonIndlTech MIT.UT ... ... 10.30 +0.23 ... 2.65 0.63 NavSightWt NSH.WT ... ... 1.65 +0.15 ... 19.48 10.84 PostalRealty PSTL 5.2 dd 16.19 +0.40 .2175
13.53 4.65 OsiskoGoldRoyal OR 1.4 dd 10.98 –0.22 .0391 15.67 9.91 RiceAcqn RICE.UT ... ... 13.56 +1.25 ...
110.57 34.88 MasoniteIntl DOOR ... 62 107.74 +8.24 ... 72.04 33.44 Neenah NP 3.5 dd 53.76 +2.84 .47 29.60 5.44 PrecisionDrilling PDS ... dd 24.11 +4.61 ...
12.80 9.40 OspreyTechUn SFTW.UT ... ... 11.86 +0.75 ... 14.08 10.20 RiceAcqnA RICE ... ... 12.11 +0.83 ...
85.51 22.51 MasTec MTZ ... 20 84.48 +7.33 ... 74.21 36.70 Nelnet NNI 1.2 18 72.91 +4.12 .22 12.62 5.01 PrefApartment APTS 9.1 dd 7.70 +0.51 .175
11.78 9.11 OspreyTechA SFTW ... dd 10.67 +0.17 ... 3.44 1.60 RiceAcqnWt RICE.WT ... ... 2.98 +0.69 ...
367.25 199.99 Mastercard MA .5 53 338.75 +22.46 .44 12.93 4.65 NeoPhotonics NPTN ... 66 11.73 +0.59 ... 46.12 27.40 PrestigeCnsHlth PBH ... 13 42.27 +2.27 ...
2.28 0.51 OspreyTechWt SFTW.WT ... ... 1.94 +0.38 ... 407.44 dd
18.47 1.11 MatadorRscs MTDR ... dd 18.17 +2.89 ... 8.51 1.38 Nesco NSCO ... dd 7.86 +0.24 ... 14.55 4.05 PretiumResources PVG ... 23 11.07 +0.25 ... 134.85 RingCentral RNG ... 407.17 +34.25 ...
68.21 38.00 OtisWorldwide OTIS 1.3 31 63.93 –0.72 .20 18
71.88 26.15 Materion MTRN .7 58 69.26 +1.07 .115 1.43 0.08 NescoWt NSCO.WT ... ... 1.32 +0.16 ... 11.75 10.67 PrimaveraCap PV.UT ... ... 11.17 +0.40 ... 86.90 35.35 RioTinto RIO 4.9 78.48 +2.06 1.55
31.18 7.07 OutfrontMedia OUT .0 dd 20.11 +1.88 .38
70.04 23.75 Matson MATX 1.4 23 64.46 +4.66 .23 19.82 16.63 Netstreit NTST 4.5 ... 17.92 +0.69 .20 11.25 9.85 PrimeImpactI PIAI.UT ... ... 11.10 +0.31 ... 78.64 25.92 RitchieBros RBA 1.5 38 59.01 +0.10 .22
2.81 1.61 OverseasShip OSG ... 5 2.22 +0.15 ... 32.48 8.86 RiteAid RAD ... dd 23.59 –2.70 ...
13.62 8.50 MauiLand MLP ... dd 12.05 +0.49 ... 188.14 65.05 Nevro NVRO ... dd 176.93 +15.14 ... 10.98 9.51 PrimeImpactI A PIAI ... ... 10.60 +0.17 ...
38 10.00 7.00 NewFrontierHlth NFH ... dd 8.62 +0.09 ... 18.98 2.10 Ovintiv OVV 2.0 dd 18.66 +2.90 .0938 73.35 32.38 RobertHalf RHI 1.9 26 70.82 +3.32 .34
58.75 7.18 MaxarTech MAXR .1 51.63 +9.76 .01 1.99 0.85 PrimeImpactIWt PIAI.WT ... ... 1.70 +0.06 ...
31.90 3.63 Owens&Minor OMI .0 dd 29.29 +0.21 .0025
81.54 46.42 Maximus MMS 1.4 23 80.36 +5.30 .28 2.34 0.66 NewFrontierWt NFH.WT ... ... 2.25 +0.14 ... 147.68 61.20 Primerica PRI 1.1 16 147.11 +7.80 .40 34.42 17.50 RocketCos. RKT ... 1 21.63 +0.27 ...
87.89 28.56 OwensCorning OC 1.3 dd 82.15 +4.55 .26 268.91 115.38 Rockwell ROK 1.8 22 242.89 –5.64 1.07
38.71 7.79 MaxLinear MXL ... dd 32.02 +0.63 ... 6.00 0.94 NewHome NWHM ... dd 5.63 +0.37 ...
16.06 8.09 OwlRock ORCC 9.2 15 13.54 +0.64 .08 17.56 6.33 PrimoWater PRMW 1.4 dd 17.35 +1.90 .06
15.90 3.89 MayvilleEngg MEC ... dd 15.34 +1.34 ... 43.82 21.14 NewJerseyRscs NJR 3.6 19 36.62 +1.61 .3325 34.18 12.67 ProAssurance PRA 1.0 dd 19.87 +1.54 .05 50.40 32.20 RogersComm B RCI 3.4 20 46.36 +1.28 .3914
105.54 56.11 McCormick MKC 1.5 20 90.29 +0.75 .31 187.43 102.01 NewOrientalEduc EDU ... 78 184.54 +17.04 ... 74.92 30.37 OxfordIndustries OXM 1.4 dd 70.11 +4.87 .25 184.82 75.72 Rogers ROG ... cc 172.10 +16.03 ...
146.92 94.34 Procter&Gamble PG 2.4 24 129.57 +1.36 .7907
105.50 56.56 McCormickVtg MKC.V 1.5 20 89.86 –0.75 .31 81.10 33.49 NewRelic NEWR ... dd 67.65 –7.53 ... 102.05 62.18 Progressive PGR .5 9 87.47 +0.28 4.50 43.00 20.48 Rollins ROL .9 71 37.55 +1.53 .08
231.91 124.23 McDonalds MCD 2.4 34 212.58 +4.74 1.29 17.66 2.91 NewResidInvt NRZ 8.0 dd 10.02 +0.63 .20 PQ 112.37 59.82 Prologis PLD 2.2 54 106.70 +3.50 .58 38.90 9.50 RomeoPower RMO ... cc 18.44 +0.67 ...
1.60 0.53 McEwenMining MUX ... dd 1.14 –0.07 ... 8.35 1.72 NewSeniorInvt SNR 4.5 dd 5.73 +0.43 .065 11.02 1.36 ProPetro PUMP ... dd 9.50 +1.51 ... 17.47 0.40 RomeoPowerWt RMO.WT ... ... 6.94 +0.77 ...
187.67 112.60 McKesson MCK .9 dd 183.06 +8.59 .42 30.00 7.60 NewYorkCityReit NYC 4.0 dd 9.90 +0.29 .10 29.58 4.06 PBF Energy PBF .0 dd 9.45 +0.98 .30 15.00 7.26 ProSightGlobal PROS ... 16 12.60 +0.15 ... 455.72 240.00 RoperTech ROP .6 45 404.95 +12.04 .5625
3.27 1.28 Mechel MTL ... dd 1.91 +0.19 ... 11.88 7.72 NY CmntyBcp NYCB 6.5 10 10.41 –0.05 .17 21.58 3.06 PBF Logistics PBFX 11.8 4 10.20 +0.21 .30 75.22 42.02 ProsperityBcshs PB 2.8 12 69.24 +1.80 .49 10.75 10.30 RotorAcqn ROT.UT ... ... 10.63 +0.33 ...
48.27 16.04 Medallia MDLA ... dd 44.33 +2.83 ... 58.73 26.13 NYTimes A NYT .5 85 50.81 +1.22 .07 18.34 6.25 PG&E PCG ... dd 11.86 +0.43 ... 286.57 63.19 ProtoLabs PRLB ... cc 216.56 +4.76 ... 86.14 49.55 RoyalBkCanada RY 4.1 14 83.52 +2.65 .8213
59.71 21.62 MediaAlpha MAX ... ... 53.77 –1.23 ... 458.51 304.65 NewMarket NEU 2.0 16 387.43 –4.76 1.90 126.76 91.42 PG&EUn PCGU 4.6 ... 118.47 +4.41 1.375 23.31 9.05 ProvidentFinSvcs PFS 4.8 14 18.99 +0.47 .23 118.03 19.25 RoyalCaribbean RCL .0 dd 71.58 +6.58 .78
24.29 12.35 MedicalProp MPW 4.9 27 21.88 +0.77 .27 72.22 33.00 Newmont NEM 2.7 19 59.30 –0.30 .40 23.81 6.88 PGT Innovations PGTI ... 35 22.48 +1.77 ... 97.24 38.62 PrudentialFin PRU 5.5 dd 80.16 +1.88 1.10 52.80 21.26 RoyalDutchA RDS.A 4.3 dd 37.48 +0.59 .333
252.75 49.03 Medifast MED 1.8 31 251.01 +16.34 1.13 5.01 0.65 NewparkResources NR ... dd 2.83 +0.44 ... 7.12 1.36 PHX Minerals PHX 1.2 dd 3.22 +0.47 .01 39.75 15.68 Prudential PUK 1.9 dd 33.52 +1.58 .1074 53.78 19.19 RoyalDutchB RDS.B 5.4 dd 35.27 +0.38 .333
30.10 2.80 MedleyMgmt MDLY ... dd 10.35 +0.01 ... 12.58 2.57 NexaResources NEXA 4.1 dd 9.20 +0.57 .3775 81.82 23.63 PJT Partners PJT .3 16 71.19 +2.20 .05 62.15 34.75 PublicServiceEnt PEG 3.3 16 59.32 +2.89 .49 26.55 9.51 RushStreetInt RSI ... dd 21.31 +3.14 ...
29.26 7.37 Mednax MD ... dd 25.85 –1.42 ... 20.47 6.34 NexPointRealEst NREF 9.4 ... 17.10 +0.84 .40 35.49 15.91 PLDT PHI 3.8 12 28.62 –1.23 .7806 240.75 155.37 PublicStorage PSA 3.5 35 229.34 +1.72 2.00 13.35 0.60 RushStreetIntWt RSI.WT ... ... 9.08 +2.38 ...
120.91 72.13 Medtronic MDT 2.0 45 118.40 +7.07 .58 52.87 21.06 NexPointResidentl NXRT 3.3 31 41.81 +2.34 .3413 11.70 9.88 PMV Consumer PMVC.UT ... ... 11.09 +0.29 ... 50.23 17.12 PulteGroup PHM 1.2 9 48.13 +4.63 .14 69.95 22.62 RyderSystem R 3.3 dd 67.25 +4.66 .56
87.80 65.25 Merck MRK 3.4 27 75.80 –1.27 .65 87.69 43.70 NextEraEnergy NEE 1.7 56 83.60 +2.73 .35 10.55 9.60 PMV Consumer PMVC ... ... 10.50 +0.20 ... 28.35 7.93 PureStorage PSTG ... dd 27.05 +3.92 ... 18.52 3.76 RyersonHolding RYI ... dd 13.38 +1.04 ...
55.71 33.45 MercuryGeneral MCY 4.7 13 54.15 +1.14 .6325 56.22 46.37 NextEra6.219%Un NEE.PRQ 5.2 ... 54.28 +1.06 .7774 1.94 0.58 PMV Consumer Wt PMVC.WT ... ... 1.50 +0.24 ... 12.39 3.62 Puxin NEW ... dd 7.04 +0.71 ... 91.56 13.25 RymanHospitality RHP .0 dd 70.38 +5.53 .95
February 8, 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.
49.21 9.00 SonicAutomotive SAH .9 dd 42.98 +2.05 .10 12.09 9.90 TailwindAcqn TWND.UT ... ... 11.85 +0.55 ... 404.27 68.06 Twilio TWLO ... dd 400.06 +40.63 ...
S 62.13
118.50
37.30
50.94
SonocoProducts
Sony
SON
SNE
2.9
.3
23
14
59.81
116.71
+1.90
+21.00
.43
.2391
11.06
2.20
9.55
0.62
TailwindAcqnA
TailwindAcqnWt
TWND
TWND.WT
...
...
...
...
10.88
2.14
+0.37
+0.42
...
...
57.44
15.85
20.00
2.25
Twitter TWTR ... dd 56.78 +6.25 ...
TwoHarbors TWO 7.8 dd 6.45 +0.38 .17
W
169.30 90.90 SAP SAP 1.0 28 130.29 +4.09 1.7119 33.43 18.24 SoJerseyInd SJI 5.3 17 23.04 –0.06 .3025 136.13 42.70 TaiwanSemi TSM 1.1 38 127.78 +6.26 .3463 466.21 247.22 TylerTech TYL ... 93 422.12 –0.67 ... 4.11 1.07 W&T Offshore WTI ... 7 2.82 +0.40 ...
379.87 186.06 S&P Global SPGI 1.0 32 324.02 +7.02 .77 52.82 32.07 SouthJerseyIndsUn SJIU 9.2 ... 39.31 +0.08 .9063 20.42 12.43 TakedaPharm TAK 4.1 32 17.18 –0.45 .4305 83.49 42.57 TysonFoods TSN 2.7 11 66.18 +1.87 .445 109.53 68.01 WEC Energy WEC 3.1 23 86.82 –2.08 .6775
12.43 9.76 SC Health SCPE.UT ... ... 11.53 +0.04 ... 70.37 41.96 Southern SO 4.2 20 60.88 +1.96 .64 19.08 5.00 TalosEnergy TALO ... dd 9.22 +0.76 ... 236.52 71.12 WEX WEX ... cc 198.98 +10.38 ...
10.79 9.50 SC Health SCPE ... cc 10.40 +0.02 ... 56.96
72.27
36.39
23.43
SouthernUnSeriesA
SoCopper
SOLN
SCCO
6.7
3.4
...
35
50.47
71.46
+1.27
+5.05
.8438
.60
20.96
37.76
4.05
10.18
Tanger
Tapestry
SKT
TPR
5.2
.0
dd
dd
13.71
37.55
–1.72
+5.93
.1775
.3375
U 75.86 34.26 WNS WNS ... 36 72.17 +4.99 ...
2.18 0.81 SC Health Wt SCPE.WT ... ... 1.80 +0.33 ... 88.99 38.62 W.P.Carey WPC 6.2 26 67.86 +1.46 1.046
12.01 9.25 SCVX SCVX.UT ... ... 11.80 +0.39 ... 58.83 22.47 SouthwestAir LUV .0 dd 50.05 +6.11 .18 40.17 3.66 TargaResources TRGP 1.3 dd 30.23 +2.86 .10 8 64.35 27.18 WPP WPP 1.2 dd 55.93 +3.99 .6594
15.61 7.48 UBS Group UBS 2.5 14.93 +0.54 .37
12.37 9.20 SCVX SCVX ... ... 10.74 +0.09 ... 81.62 45.68 SouthwestGas SWX 3.6 16 62.55 +2.59 .57 199.96 90.17 Target TGT 1.4 25 188.86 +7.69 .68 90 19.17 6.26 WabashNational WNC 1.9 dd 16.81 +0.86 .08
51.25 29.20 UDR UDR 3.6 40.07 +1.62 .36
2.20 0.33 SCVX Wt SCVX.WT ... ... 2.10 +0.31 ... 4.25 1.06 SouthwesternEner SWN ... dd 4.14 +0.37 ... 80.00 53.95 TaroPharm TARO ... dd 75.38 +0.64 ...
42.76 21.75 UGI UGI 3.5 13 37.30 +1.31 .33 84.32 35.07 Wabtec WAB .6 33 80.59 +6.38 .12
43.73 22.23 Seacor CKH ... 81 42.33 +0.59 ... 18.71 10.15 SpartanAcqnII SPRQ.UT ... ... 14.15 +0.05 ... 22.75 3.92 TataMotors TTM ... dd 21.54 +3.73 ... 25.90 9.87 Waddell&ReedFin WDR 4.0 23 25.01 –0.28 .25
16.67 8.63 UMH Prop UMH 4.8 dd 15.91 +1.21 .19
16.66 10.80 Spartan II A SPRQ ... ... 12.79 –0.25 ... 31.11 6.39 TaylorMorrison TMHC ... 18 28.91 +2.93 ... 105.78 .50
9.45 1.46 SeacorMarine SMHI ... dd 3.47 +0.77 ... 65.76 32.80 Unitil UTL 3.6 20 42.36 +1.59 .38 24.55 Walker&Dunlop WD 1.5 12 95.50 +13.18
13.63 5.85 SFL SFL 8.6 ... 6.94 +0.62 .15 4.21 2.30 Spartan II Wt SPRQ.WT ... ... 2.89 +0.56 ... 14.13 3.75 Team TISI ... dd 10.68 +0.80 ... 153.66 102.00 Walmart WMT 1.5 21 144.36 +3.87 .54
16.45 3.52 USA Compression USAC 14.0 dd 14.95 +1.67 .525
28.96 17.03 SINOPEC SHI 6.1 dd 24.13 +2.21 1.4774 85.54 19.59 SpectrumBrands SPB 2.0 40 82.77 +7.20 .42 18.03 4.49 TechnipFMC FTI 1.2 dd 10.76 +0.07 .13
37.75 23.91 US Cellular USM ... 12 33.54 +2.36 ... 24.17 9.46 WarriorMetCoal HCC .9 60 21.89 –1.13 .05
13.38 3.60 SITE Centers SITC 1.7 72 11.59 +0.50 .05 87.96 50.58 Spire SR 4.0 35 65.10 +3.91 .65 21.34 5.60 TeckRscsB TECK .9 dd 18.33 +0.05 .0391
10.25 1.00 USD Partners USDP 8.1 dd 5.50 +0.62 .111 29.52 4.41 WashingtonPrime WPG .0 64 10.99 –3.11 1.125
74.32 45.60 SJW Group SJW 2.0 46 68.85 +2.68 .34 70.31 13.69 SpiritAeroSys SPR .1 dd 38.47 +4.60 .01 4.88 1.70 Teekay TK ... dd 2.88 +0.42 ...
41.98 8.32 US Foods USFD ... dd 35.99 +5.00 ... 32.22 16.95 WashingtonREIT WRE 5.3 37 22.50 +0.56 .30
19 44.80 7.01 SpiritAirlines SAVE ... dd 29.89 +3.95 ... 13.85 7.00 TeekayLNG un TGP 7.9 11 12.68 +0.29 .25 111.04 70.87 WasteConnections WCN .8 cc 98.94 +0.43 .205
27.30 14.07 SK Telecom SKM 2.8 25.32 +1.16 .8934 135.12 45.13 US PhysTherapy USPH 1.0 56 132.31 +11.97 .32
54.63 18.37 SpiritRealtyCap SRC 6.2 dd 40.08 +1.52 .625 26.92 8.90 TeekayTankers TNK ... 2 11.09 +0.84 ... 126.79 85.34 WasteMgt WM 1.9 32 113.73 +2.41 .545
98.73 36.19 SLGreenRealty SLG 5.9 13 63.75 –3.73 .3033 9.94 0.79 US Silica SLCA .0 dd 9.04 +0.90 .02
11.75 9.89 SportsEntAcqn SEAH.UT ... ... 11.30 +0.30 ... 17.36 12.12 TejonRanch TRC ... 49 17.18 +1.25 ... 299.06
11.48 0.90 SM Energy SM .2 dd 11.29 +2.90 .01 11.34 2.65 US Xpress USX ... 24 8.51 +1.76 ... 154.39 Waters WAT ... 34 283.48 +18.81 ...
10.80 9.68 SportsEntA SEAH ... ... 10.46 +0.21 ... 294.74 102.01 TeladocHealth TDOC ... dd 285.03 +21.20 ... 264.83 132.97 Watsco WSO 2.9 36 242.23 +3.74 1.775
4.77 0.51 SOS SOS ... ... 3.88 +0.84 ...
12.35 6.20 TelecomArgentina TEO 19.0 dd 6.55 +0.07 .9972 14.38 9.20 UWM UWMC .0 dd 9.99 +0.08 .10
60.06 25.50 SPX SPXC ... 23 54.57 +2.86 ... 2.00 0.90 SportsEntWt SEAH.WT ... ... 1.96 +0.37 ... 131.51 69.02 WattsWater WTS .7 36 124.52 +4.45 .23
398.68 195.34 TeledyneTech TDY ... 36 385.16 +28.15 ... 4.87 1.00 UWM Wt UWMC.WT ... ... 2.25 +0.07 ...
63.69 15.74 SPX FLOW FLOW ... dd 56.97 +4.00 ... 370.95 109.18 Spotify SPOT ... dd 310.77 –4.23 ... 369.00 21.70 Wayfair W ... dd 289.30 +16.98 ...
60.03 13.71 Uber UBER ... dd 58.58 +7.65 ...
22.50 9.83 SpragueRscs SRLP 13.1 13 20.34 –1.57 .6675 414.72 221.27 Teleflex TFX .3 51 398.77 +21.14 .34 52.88 18.16 WebsterFin WBS 3.2 21 49.62 +2.87 .40
36.49 12.98 SQZ Biotech SQZ ... dd 26.32 +2.25 ...
13.93 7.08 TelefonicaBras VIV 8.4 15 8.99 +0.73 .0256 353.53 110.01 Ubiquiti UI .5 42 339.00 +31.01 .40
34.50 17.54 STAG Indl STAG 4.6 39 31.39 +1.59 .1208 43.63 13.30 Sprott SII 3.2 37 31.33 +2.95 .25 5.49 0.73 Weidai WEI ... ... 2.15 +0.68 ...
7.07 3.22 Telefonica TEF 7.0 82 4.63 +0.29 .2371 5.86 1.97 UltraparPart UGP 2.1 cc 4.41 +0.42 .0546
246.49 32.33 Square SQ ... cc 240.38 +24.42 ... 31.12 12.21 WeingartenRealty WRI 3.1 18 23.27 +0.76 .36
40.11 13.00 StoreCapital STOR 4.4 37 32.97 +1.95 .36 20.97 7.15 UnderArmour A UAA ... dd 20.70 +3.20 ...
38.19 23.02 SabineRoyalty SBR 7.2 12 31.59 +1.61 .1671 53.48 15.32 St.Joe JOE .5 92 53.41 +8.91 .07 27.98 16.06 TelekmIndonesia TLK 2.5 18 23.56 +1.05 .824 59.39 32.44 WeisMarkets WMK 2.3 12 53.70 +4.42 .31
18.52 6.37 UnderArmour C UA ... dd 17.74 +2.77 ...
2.38 55.29 33.94 StandardMotor SMP 2.3 17 43.25 +4.02 .25 25.61 14.05 Telephone&Data TDS 3.3 11 20.51 +1.76 .17 15.05 3.17 Welbilt WBT ... dd 14.91 +2.00 ...
0.74 SafeBulkers SB ... dd 2.37 +0.63 ... 25.62 7.48 Unifi UFI ... dd 24.00 +0.05 ...
87.70 37.50 StandexInt SXI 1.1 63 86.28 +4.37 .24 29.84 5.50 TempurSealy TPX ... 24 28.42 +2.02 ... 48.49 20.76 WellsFargo WFC 1.2 80 32.56 +2.68 .10
10.30 4.43 SafeguardSci SFE ... dd 7.61 +0.78 ...
23 21.50 8.86 Tenaris TS .0 dd 16.56 +1.10 .14 233.41 121.89 Unifirst UNF .4 33 227.61 +14.81 .25
195.00 70.00 StanleyBlackDck SWK 1.6 176.64 +3.15 .70 89.99 24.27 Welltower WELL 3.8 cc 64.02 +3.42 .61
79.76 38.85 Safehold SAFE .8 70 79.02 +5.44 .1622
... 28.84 9.22 TencentMusic TME ... 75 25.65 –0.95 ... 63.89 44.06 Unilever UL 3.3 22 55.02 –3.32 .5139
61.50 11.61 SailPointTechs SAIL ... dd 59.13 +3.82 ... 116.17 50.68 StanleyB&D Un SWT 4.8 110.23 +1.26 1.3125 87.85 13.52 WescoIntl WCC ... 34 86.77 +10.66 ...
51.97 221.28 105.08 UnionPacific UNP 1.9 26 204.20 +6.73 .97
284.50 115.29 Salesforce.com CRM ... 62 238.89 +13.33 ... 39.10 21.43 Stantec STN 1.2 30 38.74 +3.24 .1186 10.00 TenetHealthcare THC ... dd 50.65 +3.38 ... 69.97 15.00 WestFraserTimber WFG .9 18 68.94 +4.88 .1554
26.19 8.25 Unisys UIS ... dd 24.15 +0.26 ...
17.19 6.28 SallyBeauty SBH ... 14 14.72 –0.38 ... 9.98 6.11 StarGroup SGU 5.3 8 9.94 +0.38 .1325 85.31 46.64 Tennant TNC 1.3 32 73.07 +5.32 .23 312.12 124.53 WestPharmSvcs WST .2 71 291.35 –8.14 .17
12.94 2.21 Tenneco TEN ... dd 10.75 +0.65 ... 10.61 2.10 UnitedMicro UMC 1.0 32 9.62 +0.57 .1361
4.25 1.39 SanJuanBasin SJT 5.0 33 3.73 +0.24 .0586 13.25 10.85 StarPeakII STPC.UT ... ... 12.20 +0.62 ...
32.18 5.00 UnitedNatFoods UNFI ... 14 26.44 –0.64 ... 75.08 20.90 WestAllianceBcp WAL 1.4 15 73.87 +5.69 .25
43.02 9.89 StarPeakEner STPK.UT ... ... 38.19 +7.84 ... 44.90 17.62 Teradata TDC ... 32 37.08 +10.18 ... 11.33 1.37 WesternAssetMort WMC 7.7 dd 3.11 +0.16 .06
12.00 9.56 SandbridgeAcqn SBG.UT ... ... 11.70 +0.81 ... 39.60 11.54 Terex TEX .0 cc 38.17 +2.41 .12 178.01 82.00 UPS B UPS 2.5 cc 164.38 +9.38 1.01
11.00 9.64 SandbridgeAcqnA SBG ... ... 10.77 +0.47 ... 38.20 9.60 StrPeakEnerA STPK ... ... 34.05 +6.95 ... 17.00 2.90 WesternMidstrm WES 7.8 13 16.00 +1.27 .311
15.00 0.96 StrPeakEnerWt STPK.WT ... ... 13.72 +3.72 ... 55.00 17.63 Terminix TMX ... cc 48.17 +0.49 ... 267.59 58.85 UnitedRentals URI ... 22 265.73 +22.72 ...
2.10 0.56 SandbridgeAcqnWt SBG.WT ... ... 1.85 +0.57 ... 15 28.45 17.39 WesternUnion WU 3.9 14 22.97 +0.70 .225
5.62 2.51 Starrett A SCX ... dd 5.30 +0.96 ... 64.24 42.12 TerrenoRealty TRNO 1.9 50 59.93 +3.35 .29 55.69 28.36 US Bancorp USB 3.6 46.35 +3.50 .42
5.27 0.70 SandRidgeEnergy SD ... dd 4.73 +0.51 ... 91.83 28.99 WestlakeChem WLK 1.3 38 84.25 +7.79 .27
9.05 2.28 0.22 TetraTech TTI ... dd 2.25 +0.82 ... 24.71 4.54 US Steel X .2 dd 16.55 –1.21 .01
10.63 3.32 SandstormGold SAND ... cc 6.40 –0.06 ... 2.75 Startek SRT ... dd 8.96 +0.22 ... 24.64 10.31 WestlakeChemPtrs WLKP 7.9 12 23.75 –0.07 .4714
26.19 7.59 StarwoodProp STWD 9.4 15 20.41 +1.65 .48 13.76 6.25 TevaPharm TEVA ... dd 12.24 +0.46 ... 367.95 187.72 UnitedHealth UNH 1.5 20 324.51 –9.07 1.25
27.21 9.74 SantanderCons SC 3.4 9 25.92 +3.82 .22 17.27 7.98 WestpacBanking WBK 1.3 40 16.95 +0.91 .2353
81.82 42.10 StateStreet STT 2.8 12 74.77 +4.77 .52 993.00 295.05 TexasPacLand TPL 1.0 38 992.99 +160.75 10.00 174.94 65.11 UnitySoftware U ... ... 128.64 –21.18 ...
47.77 21.50 WestRock WRK 1.9 dd 43.08 +1.65 .20
27.94 5.94 SaratogaInvt SAR 6.9 8 23.80 +3.01 .42 21.25 5.50 Textainer TGH ... 19 19.71 +1.60 ... 23.02 6.40 Univar UNVR ... cc 20.30 +1.71 ...
16.22 1.25 Sasol SSL ... dd 13.39 +2.95 ... 14.33 4.31 SteelPartners SPLP ... dd 13.65 +0.15 ... 29.32 9.42 Westwood WHG .0 dd 13.47 +1.63 .43
19.42 7.02 Steelcase SCS 2.9 20 13.80 +0.87 .10 51.16 20.26 Textron TXT .2 36 48.06 +2.80 .02 54.70 37.04 Universal UVV 6.5 21 47.17 +1.30 .77
49.46 23.49 SaulCenters BFS 6.6 26 31.97 +2.04 .53 34.71 13.10 Weyerhaeuser WY 3.0 32 34.40 +3.21 .17
19.50 6.00 Stellantis STLA .0 dd 16.17 +0.94 2.2375 532.57 250.21 ThermoFisherSci TMO .2 31 492.56 –17.14 .22 132.41 52.25 UniversalHealth UHT 4.5 42 61.61 +1.93 .695 43
35.38 11.87 Schlumberger SLB 2.0 dd 25.01 +2.80 .125 57.89 18.66 WheatonPrecMet WPM 1.2 40.64 –0.43 .12
131.72 69.33 Stepan SCL 1.0 24 120.40 +7.72 .305 22.01 9.98 Thermon THR ... dd 16.09 +1.50 ... 143.84 65.20 UniversalHealthB UHS .0 13 130.69 +6.01 .20 214.68 64.00 Whirlpool WHR 2.6 11 193.57 +8.48 1.25
28.13 15.36 SchneiderNatl SNDR 1.3 19 22.20 +1.20 .07 11.52 5.64 ThirdPointReins TPRE ... 24 9.87 +0.64 ... 25.67 10.84 UnivInsurance UVE 4.6 dd 13.83 +0.44 .13
62.04 28.00 SchwabC SCHW 1.3 26 55.74 +4.20 .18 203.91 105.69 Steris STE .9 37 183.18 –3.93 .40 1167.58 629.21 WhiteMtnIns WTM .1 12 1082.99 +62.99 1.00
21.17 7.01 SterlingBancorp STL 1.4 18 19.92 +1.46 .07 13.19 11.30 ThomaBravoAdv TBA ... ... 11.88 –0.06 ... 9.76 2.75 UnvlTechInst UTI ... dd 6.30 +0.22 ... 13.74 4.71 WhitestoneREIT WSR 5.1 19 8.27 +0.47 .035
44.29 20.00 SchweitzerMaud SWM 4.5 14 38.82 +1.68 .44 89.55 52.23 ThomsonReuters TRI 1.8 22 84.21 +2.66 .38 30.42 9.58 UnumGroup UNM 4.9 6 23.35 +0.12 .285
103.95 45.45 ScienceApplicat SAIC 1.6 27 95.25 –0.78 .37 53.41 20.26 StewartInfo STC 2.5 12 48.13 +1.75 .30 28.36 13.44 WhitingPetrol WLL ... dd 25.91 +5.57 ...
55.30 20.75 StifelFinancial SF .8 13 55.19 +3.37 .15 132.12 32.30 ThorIndustries THO 1.4 24 121.09 +0.08 .41 19.18 6.98 UrbanEdgeProp UE .0 25 14.80 +1.01 .46 11.49 2.95 WideOpenWest WOW ... 48 10.97 +0.32 ...
43.00 10.70 ScorpioBulkers SALT 1.0 dd 20.03 +3.92 .05 48.59 4.60 3D Systems DDD ... dd 47.95 +12.41 ... 19.05 8.18 UrstadtBiddle UBP 4.1 55 12.07 +0.12 .125
28.21 8.28 ScorpioTankers STNG 2.7 5 14.60 +2.16 .10 41.99 14.67 STMicroelec STM .4 34 40.52 +0.57 .042 50.39 30.00 Wiley A JW.A 2.7 dd 49.98 +4.37 .3425
3.71 0.46 StoneMor STON ... dd 2.98 +0.17 ... 187.27 114.04 3M MMM 3.3 19 179.01 +3.35 1.48 23.90 8.22 UrstadtProp A UBA 3.9 65 14.23 +0.40 .14 50.89 30.44 Wiley B JW.B 2.8 dd 48.75 +1.37 .3425
250.00 76.50 ScottsMiracleGro SMG 1.0 28 236.53 +15.12 .62 17.06 4.09 Tidewater TDW ... dd 11.52 +2.03 ... 92.26 43.01 UsanaHealth USNA ... 16 84.20 +1.44 ...
10.51 3.53 ScullyRoyalty SRL ... dd 8.64 +1.11 ... 32.55 13.87 Stoneridge SRI ... dd 28.65 +1.20 ... 22.88 8.41 Williams WMB 7.4 cc 22.09 +0.86 .41
52.84 15.06 Stride LRN ... 22 27.22 +1.47 ... 2.40 0.41 TidewaterWtA TDW.WTA ... ... 1.12 –0.23 ... 24.63 9.84 UtzBrands UTZ .8 dd 23.94 +0.36 .01 151.16 26.01 Williams-Sonoma WSM 1.6 19 128.75 –0.17 .53
28.85 8.86 SculptorCapMgmt SCU .0 dd 17.98 +1.02 .53 2.12 0.17 TidewaterWtB TDW.WTB ... ... .98 –0.08 ...
258.64 247.44 124.54 Stryker SYK 1.1 57 238.78 +17.77 .63 74.25 16.94 Winnebago WGO .7 23 71.46 +2.40 .12
22.86
35.61
5.25
Sea
SeabridgeGold
SE
SA
...
...
dd
dd
256.76
19.03
+40.05
–0.38
...
... 27.00 11.87 StudioCity MSC ... dd 13.64 –0.66 ... 11.36
12.48
10.30
10.15
TigaAcqnA
TigaAcquisitionUn
TINV
TINV.UT
...
...
...
...
11.10
12.19
+0.40
+0.71
...
...
V 6.72 2.52 Wipro WIT .2 27 6.43 +0.28 .0122
47.90 17.06 SealedAir SEE 1.4 15 45.21 +2.94 .16 90.74 38.44 SturmRuger RGR 2.3 18 66.76 +3.40 .56 33.99 12.19 WolverineWwide WWW 1.3 82 31.94 +3.30 .10
22.19 8.64 SuburbanPropane SPH 8.0 16 14.91 –0.44 .30 2.80 1.05 TigaAcqnWt TINV.WT ... ... 2.36 +0.54 ... 50.90 17.77 VEREIT VER 4.1 31 37.28 +2.05 .077 28.50 15.54 WooriFin WF 5.2 9 25.28 +1.39 1.9027
36.96 6.75 SeaWorldEnt SEAS ... dd 34.30 +5.73 ... 10.89 3.46 Tilly's TLYS .0 dd 10.77 +0.97 1.00
7.48 2.22 SelectEnergySvcs WTTR ... dd 5.85 +0.83 ... 7.25 4.49 SumitomoMits SMFG 4.7 9 6.53 +0.32 .1827 89.68 45.07 VF VFC 2.4 dd 81.86 +4.99 .49 109.26 22.01 Workiva WK ... dd 108.33 +10.86 ...
11.96 2.32 SummitHotelProp INN .0 dd 8.81 +0.71 .18 20.18 9.92 Tim TIMB 2.4 14 12.78 +0.74 .24 19.80 9.85 VG Acqn VGAC.UT ... ... 17.52 +3.98 ... 39.69 18.36 WorldFuelSvcs INT 1.2 13 33.08 +2.49 .10
31.30 10.00 SelectMedical SEM ... 17 27.15 +1.45 ... 86.44 22.26 Timken TKR 1.6 20 72.79 –2.87 .29
29.00 15.76 SelectQuote SLQT ... ... 24.95 +3.83 ... 25.29 7.51 SummitMaterials SUM ... 20 24.04 +3.51 ... 18.16 9.65 VG Acqn A VGAC ... ... 16.04 +3.10 ... 60.00 29.10 WW Ent WWE 1.0 31 49.23 –7.10 .12
43.65 7.50 SummitMidstream SMLP .0 1 19.69 +4.14 1.875 6.57 2.16 TimkenSteel TMST ... dd 5.23 +0.20 ... 5.72 0.95 VG Acqn Wt VGAC.WT ... ... 4.70 +1.84 ... 58.99 19.28 WorthingtonInds WOR 1.7 6 57.28 +4.94 .25
161.76 88.00 SempraEnergy SRE 3.3 10 126.24 +2.48 1.045 7.95 1.05 TItanIntl TWI .0 dd 7.21 +0.31 .005
61.64 18.25 SensataTechs ST ... 51 52.87 –1.63 ... 173.98 95.34 SunComms SUI 2.1 94 148.82 +5.69 .79 15.57 7.04 ViaOptronics VIAO ... ... 14.41 +0.11 ... 51.26 13.74 WyndhamDest WYND 2.4 dd 50.70 +6.46 .30
50.13 24.37 SunLifeFinancial SLF 3.6 16 47.72 +1.46 .4201 54.84 13.28 Toll Bros TOL .8 16 53.62 +2.52 .11 28.75 9.85 VICI Prop VICI 4.9 20 26.95 +1.67 .33 63.33 14.50 WyndhamHtls WH .5 dd 61.97 +3.80 .08
78.69 38.24 SensientTech SXT 2.1 47 74.46 +3.93 .39 58.98 28.99 TootsieRoll TR 1.2 36 31.23 –8.35 .09
9.38 3.31 SequansComms SQNS ... ... 9.29 +1.39 ... 6.27 2.33 SunCokeEnergy SXC 4.2 cc 5.74 +0.81 .06 4.38 1.26 VOC Energy VOC 5.0 9 2.90 +0.44 .03
39.23 5.00 SeritageGrowth SRG ... dd 16.96 –0.85 ... 30.84
2.95
9.61
0.68
SuncorEnergy
SunlandsTech
SU
STG
3.8
...
dd
dd
17.26
1.53
+0.53
+0.39
.1642
...
222.71
102.00
54.83
52.07
TopBuild
Toro
BLD
TTC
...
1.1
33
32
216.59
98.18
+16.64
+3.93
...
.2625
3.05 0.70 VaalcoEnergy EGY ... dd
cc
2.99 +0.81 ... XYZ
54.67 33.93 ServiceCorp SCI 1.6 21 52.47 +2.04 .21 300.00 125.00 VailResorts MTN .0 281.47 +15.51 1.76
57.70 6.12 SunnovaEnergy NOVA ... dd 49.45 +5.60 ... 59.97 33.74 TorontoDomBk TD 4.2 12 58.44 +1.85 .5968
592.54 238.93 ServiceNow NOW ... cc 589.73 +46.57 ... 19.00 6.49 Vale VALE ... 35 17.26 +1.11 ... 4.95 1.42 XFinancial XYF ... dd 3.55 +1.44 ...
33.00 .8255 13.89 9.46 Tortoise II A SNPR ... ... 12.90 +1.37 ...
138.38 30.01 ShakeShack SHAK ... dd 117.55 +4.13 ... 10.46 Sunoco SUN 10.2 20 32.33 +1.05 86.79 31.00 ValeroEnergy VLO 6.4 dd 61.72 +5.29 .98 35.00 9.50 XL Fleet XL ... dd 20.08 +1.10 ...
13.62 5.75 SunstoneHotelInv SHO .0 dd 11.13 +0.43 .05 14.65 10.15 TortoiseAcqnII SNPR.UT ... ... 13.61 +1.34 ...
19.93 12.20 ShawComm B SJR 5.1 18 17.71 +0.58 .0776 20.40 9.02 Valhi VHI 1.8 12 18.10 +2.03 .08 13.00 0.40 XL Fleet Wt XL.WT ... ... 8.65 +1.23 ...
6.23 0.90 SuperiorIndsIntl SUP ... dd 5.16 +0.54 ... 3.85 1.25 Tortoise II Wt SNPR.WT ... ... 3.50 +0.59 ...
20.60 5.70 ShellMidstream SHLX 16.8 8 10.96 –0.58 .46 217.33 82.60 ValmontInds VMI .8 32 212.42 +19.50 .45 128.57 38.47 XPO Logistics XPO ... cc 117.94 +7.53 ...
49.97 22.13 Total TOT ... dd 42.32 +0.24 ...
758.00 325.43 SherwinWilliams SHW .7 32 716.58 +24.78 .4467 13.40 10.05 SupernovaPtrs SPNV.UT ... ... 11.92 +0.35 ...
11.25 3.54 TownsquareMedia TSQ .0 dd 10.50 +0.52 .075 25.48 9.06 Valvoline VVV 2.1 13 23.70 –0.04 .125 19.82 6.15 XeniaHotels XHR .0 dd 15.53 +1.06 .275
78.66 30.00 Shift4Paymts FOUR ... dd 77.75 +12.74 ... 13.00 10.15 SupernovaPtrsA SPNV ... ... 11.28 +0.31 ... 54.42 6.86 Vapotherm VAPO ... dd 35.72 +1.17 ... 38.69 14.22 Xerox XRX 4.3 28 23.50 +2.47 .25
156.30 108.01 ToyotaMotor TM 2.5 16 150.86 +10.34 2.015
33.03 17.09 ShinhanFin SHG 4.1 5 28.50 +0.83 1.6738 3.30 1.91 SupernovaPtrsWt SPNV.WT ... ... 2.32 +0.13 ...
156.27 70.00 TraneTech TT 1.4 42 149.35 +6.00 .59 176.42 89.62 VarianMed VAR ... 58 176.40 +0.83 ... 3.32 1.68 XinyuanRealEst XIN 6.8 dd 2.43 +0.15 .025
1296.78 305.30 Shopify SHOP ... cc 1287.75 +189.16 ... 12.38 9.70 SustOppsAcqnA SOAC ... dd 11.48 +0.53 ... 13.86 7.92 VectorGroup VGR 6.4 28 12.49 +0.75 .20 74.49 10.00 XPeng XPEV ... dd 46.93 –1.25 ...
14.12 9.85 SustOppsAcqnUn SOAC.UT ... ... 12.81 +0.81 ... 9.09 3.63 Transalta TAC 1.6 dd 8.98 +0.21 .0353
77.07 28.76 Shutterstock SSTK 1.2 51 70.91 +5.92 .21 40.42 16.00 TrancntlRlty TCI ... cc 23.00 +1.61 ... 58.69 28.90 Vectrus VEC ... 20 53.69 +2.29 ... 108.84 54.62 Xylem XYL 1.1 70 98.19 +1.60 .28
17.44 3.50 Sibanye-Stillwater SBSW .6 21 16.85 +1.98 .0959 3.65 0.67 SustOppsAcqnWt SOAC.WT ... ... 2.80 +0.56 ... 10.28 3.24 Vedanta VEDL 6.4 dd 9.84 +1.13 .4946 80.89 15.28 Yeti YETI ... 65 72.92 +7.10 ...
dd 660.02 200.06 TransDigm TDG ... 73 605.00 +51.72 ...
46.35 5.60 SignetJewelers SIG ... dd 43.36 +2.74 ... 12.69 4.43 Suzano SUZ ... 12.42 +1.09 ... 313.99 118.11 VeevaSystems VEEV ... cc 298.15 +21.71 ... 9.94 2.25 YPF YPF ... dd 4.21 +0.56 ...
4.83 0.65 Transocean RIG ... dd 3.51 +0.15 ...
6.68 1.50 SilverBowRscs SBOW ... dd 6.56 +1.13 ... 19.99 10.30 Switch SWCH 1.1 cc 18.96 +1.74 .05
6.77 3.72 TransportadGas TGS ... 5 5.05 +0.03 ... 14.90 2.24 VelocityFinl VEL ... dd 7.09 –0.11 ... 35.40 6.26 Yalla YALA ... cc 35.28 +9.79 ...
128.91 7.60 SilvergateCapital SI ... 93 125.50 +32.44 ... 49.48 9.38 SwitchbackEnerA SBE ... cc 40.56 +2.50 ... 5.24 1.12 VenatorMaterials VNTR ... dd 4.21 +0.19 ... 7.02 2.23 YamanaGold AUY 2.1 41 4.90 +0.24 .0262
102.80 52.50 TransUnion TRU .3 55 93.59 +6.55 .075
144.30 42.25 SimonProperty SPG 5.4 20 96.75 +3.82 1.30 56.90 9.60 SwitchbackEner SBE.UT ... ... 46.72 +3.27 ...
152.29 76.99 Travelers TRV 2.3 14 144.84 +8.54 .85 63.38 13.35 Ventas VTR 3.7 54 48.47 +2.40 .45 25.19 15.17 YatsenHolding YSG ... dd 24.55 +5.36 ...
105.89 47.02 SimpsonMfg SSD .9 24 100.17 +8.17 .23 21.04 0.30 SwitchbackEnerWt SBE.WT ... ... 19.70 +2.93 ...
12.87 10.10 TrebiaAcqn TREB.UT ... ... 12.00 +0.48 ... 29.54 5.25 Veoneer VNE ... dd 28.67 +2.38 ... 36.86 12.89 Yelp YELP ... dd 35.59 +3.00 ...
179.04 53.29 SiteOneLandscape SITE ... 66 167.41 +9.73 ... 13.47 11.37 SwitchbackII SWBK.UT ... ... 12.36 +0.58 ... 24.66 5.70 Veritiv VRTV ... 65 20.83 +2.51 ... 20.90 8.56 Yext YEXT ... dd 18.12 +1.25 ...
11.99 9.72 TrebiaAcquisition TREB ... ... 10.99 +0.24 ...
40.27 40.69 12.15 SynchronyFin SYF 2.4 16 37.29 +3.64 .22 61.95 48.84 Verizon VZ 4.5 13 55.32 +0.57 .6275 5.23 2.70 YirenDigital YRD ... 11 4.41 +0.95 ...
8.75 SixFlags SIX .0 dd 39.18 +4.98 .25 2.98 0.95 TrebiaAcqnWt TREB.WT ... ... 2.68 +0.59 ...
91.62 26.08 Synnex SNX .0 9 87.63 +6.01 .20 14.71 1.50 VermilionEnergy VET .0 dd 5.00 +0.62 .1729 47.70 14.84 Youdao DAO ... dd 36.63 –1.05 ...
44.50 17.06 SkechersUSA SKX ... 59 37.25 +2.77 ... 7.35 4.23 TrecoraResources TREC ... 17 7.31 +1.00 ...
46.30 9.81 Skillz SKLZ ... ... 43.72 +16.10 ... 41.15 10.91 SynovusFin SNV 3.3 18 40.50 +3.30 .33 19.34 7.36 Verso VRS 3.2 3 12.39 +0.89 .10 11.51 10.00 YucaipaAcqn YAC.UT ... ... 11.19 +0.15 ...
23.71 11.31 Tredegar TG 3.2 dd 15.18 +0.59 5.97
33.37 1.35 SkillzWt SKLZ.WT ... ... 30.98 +16.51 ... 79.96 26.00 Sysco SYY 2.3 dd 77.08 +5.57 .45
53.98 33.50 TreeHouseFoods THS ... dd 41.04 –1.19 ... 21.49 4.75 Vertiv VRT .0 dd 20.90 +0.78 .01 11.07 9.59 YucaipaAcqnA YAC ... ... 10.62 +0.15 ...
41.43 10.82 SkylineChamp SKY ... 41 40.93 +7.30 ... 45.35 14.00 Systemax SYX 1.2 28 44.96 +6.53 2.00 69.32 11.25 Viad VVI .0 dd 39.09 +4.59 .10 2.28 0.76 YucaipaAcqnWt YAC.WT ... ... 1.90 +0.12 ...
4.83 1.24 TrepontAcqnI Wt TACA.WT ... ... 1.76 +0.26 ...
44.15 15.10 SlackTech WORK ... dd 43.24 +1.07 ... 11.49 10.10 TrepontAcqnI TACA.UT ... ... 11.25 +0.25 ... 14.89 3.16 VinceHolding VNCE ... dd 8.82 +0.63 ... 110.66 54.95 YumBrands YUM 1.9 36 105.34 +3.85 .50
78.81 30.91 Smartsheet SMAR ... dd 76.19 +6.45 ... T 10.75 10.13 TrepontAcqnI A TACA ... ... 10.40 +0.05 ... 34.20 11.53 Vipshop VIPS ... 32 33.10 +5.68 ... 61.18
15.10
38.33 YumChina YUMC .8 29 57.39 +0.68 .12
60.45 33.81 SmithAO AOS 1.7 28 60.00 +5.70 .26 104.35 28.11 Trex TREX ... 69 99.99 +8.22 ... 62.80 9.06 VirginGalactic SPCE ... dd 54.34 +10.05 ... 11.34 ZimIntShipping ZIM ... ... 14.79 +2.74 ...
52.26 26.07 Smith&Nephew SNN 1.7 48 42.87 +0.61 .288 84.43 45.15 TAL Education TAL ... dd 80.37 +3.49 ... 21.85 5.89 TriPointe TPH ... 10 21.36 +1.16 ... 7.79 4.10 VirnetX VHC .0 2 6.97 +0.92 1.00 38.99 22.51 ZTO Express ZTO .0 38 35.36 +2.28 .29
131.69 91.88 Smucker SJM 3.1 15 114.46 –1.95 .90 57.92 32.37 TC Energy TRP 5.9 12 43.13 +0.20 .6328 85.08 27.79 TriNet TNET ... 18 77.96 +3.85 ... 220.39 133.93 Visa V .6 45 208.77 +15.52 .32 166.60 50.23 Zendesk ZEN ... dd 158.00 +13.76 ...
64.44 7.89 Snap SNAP ... dd 63.64 +10.70 ... 42.25 18.00 TC PipeLines TCP 8.7 8 29.96 +0.27 .65 31.09 14.53 TrinityIndustries TRN 2.7 dd 31.04 +3.23 .21 23.92 11.23 Vishay VSH 1.6 34 23.29 +1.74 .095 170.05 74.37 ZimmerBiomet ZBH .6 dd 159.89 +6.22 .24
193.54 90.72 SnapOn SNA 2.7 16 184.37 +4.38 1.23 131.97 48.62 TE Connectivity TEL 1.5 cc 128.06 +7.66 .48 57.40 14.16 Trinseo TSE .6 cc 55.82 +4.99 .08 37.08 16.56 VishayPrecision VPG ... 32 33.67 +1.68 ... 176.64 90.14 Zoetis ZTS .6 46 159.28 +5.03 .25
429.00 208.55 Snowflake SNOW ... dd 306.05 +33.60 ... 18.31 9.61 Tegna TGNA 1.6 12 17.29 +1.26 .07 25.20 9.13 Triple-S Mgmt GTS ... 10 22.98 –0.45 ... 7.93 1.80 VistaOil&Gas VIST ... dd 2.68 +0.19 ... 17.79 6.21 Zuora ZUO ... dd 16.05 +1.30 ...
10.34 1.85 SocialCapHedV Wt IPOE.WT ... ... 8.56 –0.46 ... 21.27 13.54 Telus TU 4.6 27 21.12 +0.49 .2389 14.68 2.80 TriplePtVent TPVG 9.9 12 14.50 +1.11 .10 33.47 4.29 VistaOutdoor VSTO ... 34 30.39 +1.22 ... 59.03 20.33 Zymeworks ZYME ... dd 40.38 +6.56 ...
19.47 10.56 SocialCapHedIV IPOD.UT ... ... 17.59 +1.06 ... 33.60 29.90 TelusIntl TIXT ... ... 31.58 +6.58 ... 52.40 19.80 TritonIntl TRTN 4.6 14 49.78 +3.44 .57 23.60 11.30 Vistra VST 2.6 11 21.05 +1.08 .135
6.22 2.43 SocialCapHedosIVWt IPOD.WT ... ... 5.46 +0.96 ... 33.99 9.59 Ternium TX ... 23 28.24 +1.79 ... 24.92 3.02 TriumphGroup TGI .0 dd 13.81 +2.98 .04 1.60 0.23 VistraWt VST.WTA ... ... .52 –0.23 ... NYSE ARCA
18.31 10.85 SocialCapHedIV A IPOD ... ... 16.53 +0.98 ... 77.83 15.24 TFI Intl TFII 1.3 26 72.13 +5.69 .228 18.39 3.97 Tronox TROX 1.5 3 18.35 +3.00 .07 32.00 8.51 VivintSmartHome VVNT ... dd 19.76 +0.87 ...
30.92 10.18 SocialCapHedV IPOE.UT ... ... 25.09 –2.01 ... 70.96 32.72 TJX TJX 1.5 cc 68.33 +4.29 .26 21.74 12.02 TrueBlue TBI ... dd 19.62 +1.03 ... 163.17 86.00 VMware VMW ... 39 145.72 +7.87 ... 13.75 5.19 EmpireStateReal250 FISK .0 ... 9.92 –0.01 .105
28.26 10.37 SocialCapHedV A IPOE ... ... 23.10 –2.04 ... 10.40 10.00 TLG Acqn One TLGA.UT ... ... 10.25 +0.18 ... 55.47 24.01 TruistFinl TFC 3.4 17 52.69 +4.71 .45 48.14 15.89 VoceraComm VCRA ... dd 46.33 +2.38 ... 13.67 5.25 EmpireStateReal60 OGCP .0 ... 9.69 –0.01 .105
17.92 10.05 SocialCapHedVI IPOF.UT ... ... 16.65 +1.13 ... 37.36 10.00 TPGPaceBenFin TPGY.UT ... ... 32.20 +7.01 ... 23.85 7.06 TsakosEnergy TNP 2.8 5 8.89 +0.55 .125 39.00 26.36 Vontier VNT ... ... 34.35 +1.92 ... 13.77 5.19 EmpireStateRealES ESBA .0 ... 9.77 +0.08 .105
16.54 10.25 SocialCapHedVI A IPOF ... ... 15.54 +1.06 ... 33.88 9.76 TPGPaceBenA TPGY ... ... 30.03 +4.50 ... 20.11 5.79 TufinSoftware TUFN ... dd 16.69 –1.22 ... 68.50 27.64 VornadoRealty VNO 5.7 cc 37.39 –2.37 .53 91.40 16.88 US Oil Fund USO ... ... 38.19 +3.01 ...
5.88 1.81 SocialCapHedVI Wt IPOF.WT ... ... 5.21 +0.61 ... 11.34 1.55 TPGPaceBenWt TPGY.WT ... ... 10.60 +2.60 ... 38.59 1.15 Tupperware TUP ... cc 35.69 +5.61 ... 63.81 29.75 VoyaFinancial VOYA 1.1 dd 57.98 +2.52 .165 19.22 5.91 USBrentOilFd BNO ... ... 14.81 +1.07 ...
60.74 15.20 SOQUIMICH SQM .9 85 52.46 +1.52 .3723 13.00 10.00 TPGPaceTechOpps PACE.UT ... ... 12.45 +1.70 ... 6.36 4.36 TurkcellIletism TKC ... 9 5.83 +0.40 ... 168.24 65.56 VulcanMatls VMC .9 33 152.94 +3.80 .34 31.25 8.19 USGasolineFd UGA ... ... 28.44 +1.64 ...
8.94 2.95 Sogou SOGO ... dd 8.31 +0.04 ... 12.43 9.70 TPGPaceTechA PACE ... ... 11.93 +1.43 ... 55.16 14.09 TurningPoint TPB .4 cc 54.25 +7.15 .05 12.65 10.10 VyGlblGrowth VYGG.UT ... ... 12.51 +1.11 ... 15.67 8.22 US NatGas UNG ... ... 10.53 +1.12 ...
14.23 4.50 SolarisOilfield SOI 4.2 dd 9.91 +0.81 .105 4.60 1.37 TPGPaceTechWt PACE.WT ... ... 2.55 +0.65 ... 14.62 3.01 TurquoiseHill TRQ ... 7 12.56 +1.56 ... 12.25 9.63 VyGlblGrowthA VYGG ... ... 11.96 +0.72 ... 9.25 7.10 US12mthNtlGas UNL ... ... 8.57 +0.61 ...
24.34 11.50 SolarWinds SWI ... cc 17.04 +0.23 ... 21.30 2.45 TPG RE Fin TRTX 7.3 dd 10.92 +1.15 .18 17.78 2.61 TutorPerini TPC ... dd 16.86 +1.96 ... 3.54 1.08 VyGlblGrowthWt VYGG.WT ... ... 2.92 +0.92 ... 21.43 9.50 US12moOilFd USL ... ... 19.63 +1.45 ...
M18 BARRON’S February 8, 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 321.13 125.38 Autodesk ADSK ... cc 305.86 +28.43 .96 3.95 5.14 ... 15.92 8.13 BrooklineBcp BRKL 3.6 21 12.87 +0.28 .60 ... 1.11 .115
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 17.19 3.00 AutolusTherap AUTL ... dd 8.07 +0.72 –2.89 –2.67 –2.65 ... 86.05 21.19 Brooks Auto BRKS .5 76 79.59 +3.83 .88 2.00 2.30 .10
182.32 103.11 ADP ADP 2.2 29 167.28 +2.16 5.70 5.92 ... .93 61.41 30.78 Bruker BRKR .3 55 55.77 –2.13 1.26 ... 1.72 .04
55.89
A 19.40
9.40
7.90
AltusMidstream
AmalgamBank
ALTM
AMAL
11.0
2.1
dd
11
54.76
15.56
+7.33
+0.90
–98.60
1.48
1.97
1.58
4.61
...
1.50
.08
13.49
57.99
4.00
7.10
AvadelPharm
AviatNetworks
AVDL
AVNW
...
...
27
21
8.68
54.75
+1.38
+18.80
–.89
.05
–.05
...
–1.31 ...
1.10 ...
39.09
43.48
22.20
9.00
BrynMawrBank
BuildersFirstSrc
BMTC
BLDR
3.2
...
21
23
33.58
42.59
+2.50
+4.34
1.63
1.90
2.73
2.70
2.91
3.11
.27
...
18.55 3.36 Amarin AMRN ... dd 8.42 +0.92 –.07 –.07 –.10 ... 21.85 4.67 AvidTechnology AVID ... 48 20.91 +3.87 .17 ... ... ... 19.92 9.57 BurgerFiIntl BFI ... dd 14.43 +2.26 –.13 ... ... ...
78.71 40.48 AAON AAON .5 54 77.64 +3.64 1.02 1.44 1.31 .19 3552.25 1626.03 Amazon.com AMZN ... 80 3352.15 +145.95 41.83 47.29 66.14 ... 37.46 21.88 AvidityBio RNA ... dd 22.44 –0.44 ... –1.80 –1.91 ... 5.75 0.02 BurgerFiIntlWt BFIIW ... ... 2.60 +0.55 ... ... ... ...
58.72 30.02 AcadiaPharm ACAD ... dd 51.70 +3.65 –1.60 –1.84 –1.12 ... 114.50 36.02 Ambarella AMBA ... dd 112.68 +18.32 –1.35 .27 .55 ... 52.98 6.35 AvisBudget CAR ... dd 43.37 +2.03 3.98 –3.08 .57 ... 37.97 18.64 BurningRockBio BNR ... dd 30.95 +0.78 ... –4.16 –3.15 ...
40.96 20.03 ACI Worldwide ACIW ... 79 40.53 +2.14 .57 .54 .93 ... 77.44 44.05 Amdocs DOX 1.7 15 75.01 +4.39 3.71 4.71 5.08 .36 42.30 17.85 Avnet AVT 2.2 dd 37.70 +2.39 –.31 2.00 ... .21 26.64 9.17 BusFirstBcshs BFST 1.9 14 21.53 +1.23 1.64 ... ... .10
13.00 4.07 AC Immune ACIU ... dd 7.05 +1.07 .64 ... ... ... 325.12 132.95 Amedisys AMED ... 60 298.83 +11.52 3.84 5.94 6.28 ... 4.72 2.02 Aware AWRE ... dd 4.71 +0.70 –.39 .02 .03 ...
C
113.87 15.95 ACM Research ACMR ... cc 98.23 +8.23 ... .97 1.67 ... 19.96 9.01 AmerantBancorpA AMTB ... dd 15.58 +1.32 ... .74 1.12 ... 40.95 12.99 AxcelisTechs ACLS ... 28 36.90 +2.66 .50 1.39 1.78 ...
4.20 1.45 ADMA Biologics ADMA ... dd 2.60 +0.38 –.89 –.84 –.44 ... 15.75 6.84 AmerantBancorpB AMTBB ... dd 12.50 +0.10 ... ... ... ... 7.73 2.25 AxcellaHealth AXLA ... dd 6.51 +1.07 –3.55 ... ... ...
19.65 6.25 AGNC Invt AGNC 8.8 dd 16.30 +0.70 –.70 ... ... .12 519.98 222.34 Amerco UHAL .0 14 476.46 +14.02 22.55 29.99 ... 2.00 180.69 50.05 AxonEnterprise AXON ... dd 177.18 +13.02 .50 1.14 1.32 ...
1.42 0.28 ALJ Regional ALJJ ... dd 1.35 +0.18 –1.60 ... ... ... 8.00 3.52 AmerFirstMultifam ATAX 5.2 20 4.58 +0.10 .42 .10 .50 .06 12.93 8.42 Cadiz CDZI ... dd 11.18 +0.02 –1.11 –.97 –.35 ...
58.77 15.25 AxonicsModul AXNX ... dd 53.78 +2.08 –2.80 –1.51 –1.21 ... 54.36 28.00 C&F Fin CFFI 3.7 7 40.60 +1.23 6.06 3.85 3.85 .38
117.45 28.01 AlxOncology ALXO ... ... 80.12 +0.87 ... –1.79 –1.76 ... 30.78 8.25 AmerAirlines AAL ... dd 17.19 +0.02 –18.36 –7.82 .06 ... 109.53 35.44 AxsomeTherap AXSM ... dd 75.25 +7.16 –2.01 –2.74 –2.49 ...
73.00 19.62 AMC Networks AMCX ... 19 46.87 –2.55 ... ... ... ... 104.63 65.14 AEP AEP 3.6 21 82.19 +1.28 3.88 4.34 4.65 .74 30.75 16.25 CB FinSvcs CBFV 5.2 dd 18.35 +0.34 –1.97 1.46 1.53 .24
16.50 8.62 AyalaPharm AYLA ... ... 14.02 +1.03 –2.07 –2.83 –2.18 ... 30.05 12.50 CBTX CBTX 1.4 26 27.92 +1.60 1.06 1.34 1.47 .10
80.65 48.02 Amerisafe AMSF 1.9 12 56.93 +1.43 4.80 ... 3.04 .27 58.77 37.05 AmerElecPwrUn AEPPL 6.3 ... 48.30 +0.58 ... ... ... .7656 18.20 10.55 AziyoBiologics AZYO ... ... 15.94 –0.24 ... –2.85 –1.67 ...
37.60 7.75 A-MarkPrecMet AMRK .0 5 33.50 +4.92 4.31 ... 3.08 1.50 55.75 47.51 AmerElecPwrUn AEPPZ 6.2 ... 49.82 +0.47 ... ... ... .7656 54.43 29.12 CDK Global CDK 1.1 36 54.10 +4.20 1.70 2.71 2.98 .15
17.05 4.10 ANGI Homesvcs ANGI ... dd 16.25 +2.27 ... –.02 .12 ... 151.27 73.39 CDW CDW 1.1 30 150.97 +19.31 4.99 6.28 6.73 .40
66.85 23.55 ANI Pham ANIP ... dd 30.71 +2.17 ... 3.65 3.82 ...
13.53
36.99
4.20
18.53
AmericanFin
AmNtlBcsh
AFIN
AMNB
10.9
3.7
dd
11
7.81
29.37
+0.53
+1.42
–.03
2.73
–.43
2.52
–.24
2.51
.2125
.27 B 73.37 20.45 CEVA CEVA ... cc 60.78 +1.99 .03 .49 .77 ...
384.66 200.07 Ansys ANSS ... 86 379.48 +25.11 5.25 6.26 7.06 ... 113.92 63.93 AmericanNatl ANAT 3.6 7 92.26 +3.88 23.07 4.23 4.64 .82 46.24 22.40 C4 Therap CCCC ... ... 44.73 +8.61 ... –7.94 –2.45 ...
23.60 7.19 ARKRestaurants ARKR ... dd 19.05 +0.53 –1.34 1.00 1.00 ... 30.01 12.24 AmOutdoorBrands AOUT ... ... 19.49 +0.51 ... 1.68 –.17 ... 6.67 1.51 BBQ Holdings BBQ ... 9 6.05 –0.36 –.07 ... –.15 ... 106.75 56.94 CH Robinson CHRW 2.3 24 88.84 +3.28 3.72 4.35 ... .51
573.80 191.25 ASML ASML .5 56 552.81 +18.65 9.68 12.48 15.26 1.8864 41.09 18.47 AmericanPubEdu APEI ... 26 29.86 +1.08 .62 1.20 1.45 ... 13.23 7.73 BCB Bancorp BCBP 4.5 11 12.55 +1.07 1.14 1.03 1.09 .14 17.29 6.27 CimComm CMCT 2.2 dd 13.56 –0.43 19.74 –2.51 –2.62 .075
19.75 0.61 ATA Creativity AACG ... dd 6.33 +5.02 –.73 .22 .34 ... 14.99 8.00 AmRvrBksh AMRB 2.0 12 13.84 +0.92 1.20 1.27 1.27 .07 12.03 2.01 BELLUS Health BLU ... dd 3.69 +0.46 –.55 ... ... ... 6.05 1.62 CLPS CLPS ... 18 3.74 +0.33 .20 ... ... ...
79.64 37.01 ATN Intl ATNI 1.5 dd 45.43 +2.25 –.68 .31 .61 .17 21.48 9.05 AmerSoftware AMSWA 2.1 cc 20.52 +1.31 .21 ... .31 .11 5.60 2.07 BGC Partners BGCP 1.0 34 4.04 +0.49 ... .56 .70 .01 174.99 85.26 CMC Materials CCMP 1.0 37 169.21 +21.90 4.83 7.82 7.76 .44
10.71 2.23 AveoPharma AVEO ... dd 9.12 +1.19 6.10 ... ... ... 31.78 4.40 AmerSupercond AMSC ... dd 24.67 –0.05 –1.03 ... ... ... 52.58 6.01 BJsRestaurants BJRI ... dd 52.14 +5.40 2.20 –2.24 .07 ... 225.36 131.80 CME Group CME 1.8 32 191.39 +9.65 5.91 7.65 7.68 .90
29.32 9.76 AVROBIO AVRO ... dd 17.11 +2.80 –2.66 –3.47 –3.31 ... 117.70 35.30 AmericanWoodmark AMWD ... 25 94.04 +7.53 4.42 6.94 7.59 ... 81.73 34.57 BOK Fin BOKF 2.6 13 80.90 +7.04 6.19 6.90 6.60 .52 30.10 13.25 CNB FinPA CCNE 3.0 12 22.81 +1.78 1.97 ... 2.76 .17
12.65 1.85 AXT AXTI ... dd 11.23 +0.90 –.07 –.03 .18 ... 129.97 35.18 AmerCarMart CRMT ... 14 129.97 +11.19 7.39 ... ... ... 33.56 8.35 BRP Group BRP ... dd 27.37 +4.16 ... ... ... ... 61.69 22.51 CompassPath CMPS ... ... 45.25 +1.42 ... –2.12 –2.64 ...
24.69 17.71 Abcam ABCM ... cc 22.65 –0.48 .08 .24 .33 ... 45.18 17.12 AmerisBancorp ABCB 1.4 12 44.00 +4.89 3.77 4.09 3.87 .15 73.55 12.97 BRP DOOO .5 40 73.38 +7.47 ... 3.97 1.81 .11 61.39 21.96 CRA Intl CRAI 1.9 19 54.40 +1.19 2.53 3.15 3.33 .26
71.91 36.27 AbCelleraBio ABCL ... ... 46.55 –6.28 ... .52 2.14 ... 4.16 2.36 AmeriServFin ASRV 2.6 14 3.89 +0.49 .27 .16 .22 .025 54.32 12.94 B RileyFin RILY 2.8 34 53.85 +5.65 2.95 ... ... .375 220.20 32.30 CRISPR Therap CRSP ... dd 168.81 +3.11 1.17 –5.02 –5.31 ...
387.40 119.01 Abiomed ABMD ... 75 327.85 –20.40 4.43 ... 4.91 ... 276.69 177.05 Amgen AMGN 3.0 19 236.32 –5.11 12.31 16.89 18.22 1.76 18.00 9.25 BTRS BTRS ... cc 17.00 +0.80 ... ... –.13 ... 53.00 36.33 CSG Systems CSGS 2.1 25 44.69 +1.60 1.82 3.18 3.32 .235
13.95 4.90 AbsoluteSftwr ABST 1.8 63 13.74 +1.11 .08 ... ... .0633 25.39 6.25 AmicusTherap FOLD ... dd 20.09 +1.18 –1.48 ... –.81 ... 271.53 82.00 Baidu BIDU ... 27 270.13 +35.11 ... 60.52 68.35 ... 2.17 0.35 CSI Compressco CCLP 2.5 dd 1.60 +0.33 –.44 –1.41 –1.20 .01
114.85 60.62 AcaciaComms ACIA ... 72 114.78 +0.38 .77 2.90 3.22 ... 19.05 5.40 AmkorTech AMKR .9 14 17.85 +2.33 .50 1.25 1.34 .04 132.50 78.30 Balchem BCPC .5 45 115.56 +8.53 2.45 2.77 3.07 .58 15.30 4.51 CSP CSPI .0 dd 10.55 +0.60 –.36 ... ... .15
7.70 1.75 AcaciaResearch ACTG ... 55 7.15 +1.55 –.40 –.28 .01 ... 22.69 12.33 AmphastarPharm AMPH ... cc 19.07 +0.89 .98 .59 1.09 ... 39.36 6.95 BallardPower BLDP ... dd 38.68 +4.51 –.17 –.19 –.13 ... 127.64 50.13 CSW Industrials CSWI .5 39 118.99 +2.47 3.02 3.26 4.87 .135
26.70 12.05 AcademySports ASO ... ... 23.92 +2.42 ... 2.94 2.38 ... 15.50 7.62 AmrytPharma AMYT ... ... 14.02 +0.65 ... –.67 –.30 ... 65.74 26.00 BancFirst BANF 2.2 21 62.31 +4.68 3.00 3.65 3.64 .34 97.54 46.81 CSX CSX 1.2 25 88.55 +2.80 3.60 4.36 4.90 .26
55.18 11.09 AcadiaHealthcare ACHC ... 48 54.40 +3.72 1.24 2.34 ... ... 7.95 3.55 AmtechSystems ASYS ... dd 7.86 +0.87 –1.11 –.18 .76 ... 198.61 50.89 Bandwidth BAND ... dd 185.00 +6.86 ... .45 .35 ... 22.22 14.92 CVB Fin CVBF 3.6 16 20.17 +0.74 1.30 1.41 1.40 .18
136.25 66.44 AcceleronPharma XLRN ... dd 128.02 +12.49 –2.38 –2.54 –2.03 ... 12.25 1.40 Amyris AMRS ... dd 12.13 +2.73 –2.72 –1.59 ... ... 39.65 14.20 BankOZK OZK 2.9 17 37.97 +0.81 2.26 3.21 3.18 .2775 18.65 5.51 CabalettaBio CABA ... dd 12.78 –0.25 –4.07 –1.41 –2.25 ...
65.25 28.68 Accolade ACCD ... dd 53.29 +2.60 ... –1.62 –.60 ... 162.98 79.08 AnalogDevices ADI 1.7 45 148.76 +1.43 3.28 5.70 6.39 .62 11.48 5.68 BankofCommerce BOCH 2.3 13 10.54 +0.41 .83 .79 .95 .06 142.11 51.39 CadenceDesign CDNS ... 35 135.80 +5.41 3.53 2.41 2.65 ...
5.70 1.33 Accuray ARAY ... 72 5.43 +0.48 .04 ... ... ... 31.29 12.06 AnaptysBio ANAB ... dd 29.21 +3.29 –3.60 –.53 –2.49 ... 32.00 17.40 BankofPrinceton BPRN 2.0 12 24.11 +0.79 2.01 2.33 2.37 .12 83.97 6.02 CaesarsEnt CZR ... dd 82.88 +12.49 1.03 1.76 –3.69 ...
2.94 0.70 AcelRxPharm ACRX ... dd 2.32 +0.12 –.67 –.48 –.20 ... 26.22 10.00 Andersons ANDE 2.7 dd 25.82 +2.82 .55 .24 1.46 .175 18.92 5.58 Bank7 BSVN 2.5 8 16.69 +0.70 2.05 1.98 2.26 .11 14.02 7.65 Caesarstone CSTE 4.3 48 13.03 +0.45 .37 .56 .65 .14
24.28 0.70 AclarisTherap ACRS ... dd 20.77 +0.02 –3.90 –1.84 –1.02 ... 20.20 7.48 AngioDynamics ANGO ... dd 20.19 +1.45 –4.39 .01 .17 ... 12.72 6.73 BankFinancial BFIN 4.3 15 9.34 +0.86 .61 .50 .70 .10 46.66 30.74 Cal-MaineFoods CALM ... 28 38.58 +0.24 ... .38 1.19 ...
13.10 2.53 AcordaTherap ACOR ... 1 7.35 +0.61 –34.50 ... ... ... 18.99 16.00 AngionBiomed ANGN ... ... 17.02 +1.02 ... ... ... ... 29.26 12.07 BankwellFin BWFG 2.7 27 20.57 +1.12 .75 2.38 2.65 .14 11.98 3.70 CalAmp CAMP ... dd 11.37 +1.36 –2.36 ... .43 ...
104.23 50.51 ActivisionBliz ATVI .4 36 101.61 +10.61 2.82 ... 4.24 .41 47.48 22.01 AnikaTherap ANIK ... dd 37.89 +0.88 1.89 –.69 .38 ... 55.33 27.12 Banner BANR 3.4 15 48.51 +4.28 ... 3.84 3.72 .41 79.23 48.31 CalavoGrowers CVGW 1.5 dd 75.42 –0.73 –.78 2.17 3.06 1.15
38.99 22.26 AcutusMedical AFIB ... ... 24.56 –1.33 ... –5.33 –2.81 ... 31.94 15.33 Annexon ANNX ... dd 24.34 +2.34 ... –3.06 –1.70 ... 48.52 22.19 Baozun BZUN ... 62 48.15 +7.16 ... ... ... ... 21.00 9.11 CaliforniaBncp CALB ... 28 14.82 +1.31 .53 .90 1.27 ...
9.15 1.90 AdamasPharm ADMS ... dd 6.00 +0.09 –3.80 –1.90 –1.29 ... 12.00 3.15 AnPacBioMed ANPC ... ... 5.94 +0.39 ... –1.20 –1.02 ... 85.73 27.25 BarrettBus BBSI 1.8 13 66.89 +3.84 6.27 3.99 4.63 .30 8.18 2.46 CalitheraBiosci CALA ... dd 3.19 +0.32 –1.90 ... ... ...
13.40 2.00 AdaptimmuneTher ADAP ... dd 6.21 +0.75 –1.33 –.89 –.95 ... 29.21 3.80 Apache APA .6 dd 16.22 +1.94 –9.43 –2.28 –1.21 .025 25.98 4.25 BassettFurniture BSET 2.0 dd 22.42 +3.04 –1.05 1.49 1.61 .125 38.00 19.00 CalliditasTherap CALT ... dd 29.80 +2.79 –.19 –1.32 –1.04 ...
71.25 15.19 AdaptiveBiotech ADPT ... dd 61.36 +5.89 –1.01 ... –1.15 ... 58.47 16.85 ApellisPharm APLS ... dd 46.18 +1.91 –4.90 ... ... ... 23.50 9.67 BayCom BCML ... 13 14.65 –0.05 1.15 1.57 1.65 ... 4.33 0.82 CalumetSpecialty CLMT ... dd 3.84 +0.64 –.55 –1.75 –.91 ...
128.80 43.13 AddusHomeCare ADUS ... 57 124.10 +11.55 1.77 ... ... ... 17.50 1.95 Aphria APHA ... dd 16.67 +4.49 –.25 –.30 .04 ... 44.33 11.67 BeaconRoof BECN ... dd 42.26 +2.49 –1.52 2.82 3.28 ... 11.82 2.40 Calyxt CLXT ... dd 10.73 +1.85 –1.21 –1.18 –.78 ...
6.49 1.50 ADDvantage AEY ... dd 3.07 +0.16 –1.55 .76 1.30 ... 38.80 13.77 ApogeeEnt APOG 2.2 14 36.94 +1.84 2.32 2.34 2.59 .20 122.81 13.00 BeamTherap BEAM ... dd 116.16 +19.73 ... –2.92 –2.71 ... 40.65 3.57 CambiumNtwks CMBM ... cc 40.11 +3.36 –.89 ... ... ...
21.70 6.02 AdicetBio ACET ... dd 12.67 +0.37 –16.87 –4.02 –3.18 ... 5.64 1.24 ApolloEnd APEN ... dd 4.79 +0.62 –1.27 ... ... ... 5.15 1.15 BeasleyBroadcast BBGI .0 dd 2.55 +0.50 ... –.81 .32 .05 47.91 25.74 CamdenNational CAC 3.4 10 39.14 +1.59 3.95 3.61 3.63 .33
536.88 255.13 Adobe ADBE ... 45 492.12 +33.35 10.83 11.29 13.27 ... 17.31 5.20 ApolloInv AINV 9.2 dd 13.55 +1.45 –1.73 ... ... .36 53.90 3.43 BedBath BBBY .0 dd 26.54 –8.79 –4.94 –1.07 ... .17 27.29 6.27 Camtek CAMT ... 57 27.14 +3.52 .58 .63 .82 ...
18.45 4.80 Adtran ADTN 2.2 cc 16.11 –1.09 .05 .39 .56 .09 186.59 81.01 AppFolio APPF ... 34 157.76 +4.95 ... 4.53 .70 ... 382.20 118.55 BeiGene BGNE ... dd 371.89 +51.89 –15.89 –17.33 –13.84 ... 8.69 1.76 Canaan CAN ... dd 6.02 +1.46 ... ... ... ...
12.63 3.52 AdvEmissions ADES .0 dd 5.92 +0.85 1.93 ... ... .25 42.90 9.61 AppHarvest APPH ... dd 33.75 +8.80 –1.17 ... ... ... 16.71 6.08 BelFuse A BELFA 1.7 48 14.25 +0.57 –.71 –.53 .73 .06 67.39 12.00 CanadianSolar CSIQ ... 17 57.88 +3.13 2.88 ... 2.25 ...
125.55 33.38 AdvEnergyInds AEIS .0 42 113.16 +10.58 1.69 5.10 5.58 .10 15.50 0.39 AppHarvestWt APPHW ... ... 14.46 +5.07 ... ... ... ... 18.71 6.30 BelFuse B BELFB 1.8 68 15.88 +1.30 –.71 .92 .73 .07 24.90 9.21 Canoo GOEV ... dd 17.63 +2.56 ... ... ... ...
99.23 36.75 AdvMicroDevices AMD ... 43 87.90 +2.26 2.06 1.94 2.49 ... 260.00 29.07 Appian APPN ... dd 226.34 +7.88 ... ... ... ... 18.64 6.09 Benefitfocus BNFT ... dd 14.43 +2.13 –1.40 –.49 –.19 ... 7.33 0.15 CanooWt GOEVW ... ... 6.16 +1.92 ... ... ... ...
13.92 7.89 AdvantageSolns ADV ... dd 10.03 +0.25 .05 .66 .73 ... 145.09 53.15 Apple AAPL .6 37 136.76 +4.80 3.28 4.41 4.63 .205 54.62 27.00 BentleySystems BSY .3 ... 46.68 +7.39 ... .63 .64 .03 45.40 9.00 CanopyGrowth CGC ... dd 42.93 +2.86 –.31 –.82 –.61 ...
3.15 0.79 AdvantageSolnsWt ADVWW ... ... 1.95 –0.03 ... ... ... ... 7.40 2.29 AppliedGenetic AGTC ... dd 5.27 +1.33 –2.17 –2.03 –1.95 ... 113.53 50.26 BerkeleyLights BLI ... dd 78.31 +6.31 ... –.97 –.76 ... 18.00 7.80 CanterburyPark CPHC ... 41 13.05 –0.40 .59 .41 ... ...
26.98 7.36 AdverumBiotech ADVM ... dd 14.01 +1.68 –1.01 ... ... ... 110.88 36.64 ApplMaterials AMAT .9 26 100.71 +4.03 3.92 ... ... .22 7.98 1.82 Berry(bry) BRY .0 dd 4.31 +0.46 .53 ... ... .12 15.54 6.98 CapitalBancorp CBNK ... 8 14.53 –0.21 1.87 1.51 1.60 ...
23.35 11.40 Aegion AEGN ... dd 20.19 +1.82 –.67 .92 1.17 ... 41.69 17.05 AppliedMolecular AMTI ... dd 41.42 +6.37 ... ... –2.26 ... 221.00 48.18 BeyondMeat BYND ... dd 168.92 –9.16 –.29 –.41 .18 ... 30.58 15.61 CapitalCityBank CCBG 2.5 13 24.14 +1.81 1.88 1.69 1.57 .15
11.38 3.50 AegleaBioTherap AGLE ... dd 7.60 +0.65 –2.45 –1.48 –1.28 ... 17.57 5.00 AppliedOptoelec AAOI ... dd 11.73 +0.72 –3.31 –.85 .01 ... 33.00 10.26 BicycleTherap BCYC ... dd 30.25 +3.44 –2.78 –2.28 –2.81 ... 12.66 5.18 CapitalProduct CPLP 4.0 6 10.00 +0.61 1.60 1.78 1.74 .10
11.00 0.37 Aemetis AMTX ... dd 7.51 +0.74 –1.75 –1.61 –1.43 ... 55.15 13.58 AppliedTherap APLT ... dd 26.49 +5.55 –3.55 –4.53 –4.61 ... 16.00 0.65 Big5SportingGds BGFV 2.6 9 15.35 +2.33 .40 2.54 1.28 .10 20.83 7.39 CapitalSouthwest CSWC 8.4 25 19.75 +1.55 –1.24 ... ... .10
22.75 9.01 AeriePharm AERI ... dd 17.68 +0.49 –4.39 –3.16 –2.55 ... 41.12 4.66 ApreaTherap APRE ... dd 6.65 +1.13 –4.67 –2.47 –2.07 ... 162.50 57.26 BigCommerce BIGC ... dd 82.30 +2.36 ... ... ... ... 55.20 8.40 CapitalaFinance CPTA .0 dd 15.20 –0.33 –10.32 .61 .90 .4998
143.72 45.00 AeroVironment AVAV ... cc 122.67 +7.90 1.71 ... 2.59 ... 6.47 1.60 Aptinyx APTX ... dd 3.90 +0.42 –1.71 –1.09 ... ... 150.35 19.25 Bilibili BILI ... dd 138.98 +25.09 ... –1.19 –.74 ... 13.50 8.75 CapitolFedFin CFFN 2.7 28 12.65 +0.23 .47 .49 .52 .085
10.66 3.81 AestheticMed AIH ... dd 6.05 +0.93 1.29 .90 .91 ... 18.25 1.16 Aptorum APM ... dd 3.59 +0.39 ... –.61 –.65 ... 399.83 155.17 Bio-Techne TECH .3 87 380.67 +55.76 5.82 6.15 7.04 .32 16.39 7.44 CapStarFin CSTR 1.3 13 15.39 +0.89 1.22 1.61 ... .05
7.48 1.42 Affimed AFMD ... dd 5.95 +0.22 –.56 –.30 –.33 ... 11.02 2.81 ApyxMedical APYX ... dd 10.27 +0.98 –.58 ... ... ... 49.49 27.15 BioAtla BCAB ... ... 47.85 +3.88 ... –1.26 –1.73 ... 21.64 8.88 CaraTherap CARA ... dd 19.10 +0.40 –2.49 –2.58 ... ...
137.98 90.01 AffirmHldgs AFRM ... ... 103.45 +3.86 ... ... ... ... 9.47 1.41 AquestiveTherap AQST ... dd 6.06 +0.77 –2.61 –1.53 –1.63 ... 12.90 1.58 BioCryst BCRX ... dd 9.79 +1.27 –.94 –.98 –.94 ... 48.28 26.00 CardiovascularSys CSII ... dd 41.50 –3.49 –.79 ... ... ...
29.02 13.98 Afya AFYA ... 38 24.85 +2.65 ... 4.05 5.65 ... 14.94 3.34 Aravive ARAV ... dd 5.61 +0.36 –1.57 ... ... ... 5.61 2.85 BioDeliverySci BDSI ... 30 4.14 +0.29 –.18 ... ... ... 150.46 27.33 Cardlytics CDLX ... dd 146.09 +23.82 –.72 –2.14 –1.44 ...
51.30 12.61 Agilysys AGYS ... dd 45.07 +8.28 –1.47 ... ... ... 9.02 0.88 ArbutusBiopharma ABUS ... dd 4.15 +0.37 –2.89 –.98 –.88 ... 31.99 10.85 Biodesix BDSX ... ... 21.88 –2.30 ... –1.28 –.47 ... 45.68 15.71 Cardtronics CATM ... 79 38.75 –0.10 1.05 ... 1.86 ...
56.75 27.77 AgiosPharm AGIO ... dd 52.84 +5.87 –6.86 ... ... ... 50.65 13.54 ArcBest ARCB .6 19 49.91 +3.56 2.69 4.06 4.26 .08 363.92 223.25 Biogen BIIB ... 11 265.09 –17.52 24.80 19.49 20.77 ... 99.83 13.04 CareDx CDNA ... dd 88.72 +12.29 –.52 –.47 –.30 ...
99.13 33.60 Agora API ... dd 99.00 +42.51 ... .05 –.04 ... 48.32 20.93 ArchCapital ACGL ... 12 33.80 +2.39 3.87 1.18 ... ... 131.95 68.25 BioMarinPharm BMRN ... 20 85.22 +2.44 –.13 ... ... ... 23.88 7.16 CareTrustREIT CTRE 4.3 28 23.48 +1.02 .49 .84 .87 .25
4.20 1.00 AgroFresh AGFS ... dd 2.28 +0.32 –1.21 ... –.28 ... 59.49 29.09 ArcoPlatform ARCE ... cc 40.20 +8.46 –.05 .61 .99 ... 131.00 28.00 BioNTech BNTX ... ... 117.57 +0.63 –.95 –1.47 13.37 ... 35.14 14.25 CarGurus CARG ... 60 34.56 +5.31 ... .54 1.08 ...
42.93 8.95 AirT AIRT ... dd 23.61 +3.21 2.73 .61 .69 ... 129.71 8.51 ArcturusTherap ARCT ... dd 85.05 +12.59 –2.15 ... ... ... 73.10 27.35 BioTelemetry BEAT ... cc 71.90 +0.44 .82 1.73 2.09 ... 12.90 9.32 CarLotz LOTZ ... cc 9.59 –0.85 ... ... ... ...
2.75 0.01 AirT Wt AIRTW ... ... .27 +0.07 ... ... ... ... 40.88 17.10 ArcutisBiotherap ARQT ... dd 35.04 +7.75 ... –3.88 –3.79 ... 46.25 17.63 BlackDiamond BDTX ... dd 28.93 +4.16 ... ... –2.46 ... 3.10 0.44 CarLotzWt LOTZW ... ... 2.31 –0.09 ... ... ... ...
32.43 13.20 AirTransportSvcs ATSG ... dd 27.73 +2.32 .79 1.67 1.77 ... 8.82 4.22 Ardelyx ARDX ... dd 7.31 +0.52 –1.47 ... ... ... 83.70 38.22 Blackbaud BLKB .0 cc 70.62 +4.13 .25 ... 2.76 .12 37.23 15.21 Carlyle CG 2.7 dd 36.60 +4.33 2.82 2.22 2.74 .25
216.00 121.50 Airbnb ABNB ... dd 195.31 +11.68 ... –12.84 –1.43 ... 90.19 32.95 ArenaPharm ARNA ... dd 81.18 +6.94 7.69 –7.14 ... ... 148.67 38.32 BlackLine BL ... dd 148.51 +18.89 –.59 .62 .54 ... 20.86 1.04 CarParts.com PRTS ... dd 19.12 +3.41 –.89 –.03 –.06 ...
124.91 75.18 AkamaiTech AKAM ... 34 114.67 +3.64 2.90 5.20 5.45 ... 19.33 7.90 AresCapital ARCC 8.8 24 18.09 +0.79 1.86 ... ... .40 5.09 1.47 BlackRockCapInvt BKCC 11.8 dd 3.38 +0.38 –.10 ... .42 .10 7.57 0.98 CarrolsRestr TAST ... dd 6.82 +0.68 –.74 –.05 .01 ...
13.71 2.09 AkebiaTherap AKBA ... dd 4.51 +1.27 –2.36 –2.54 –.97 ... 372.82 103.75 arGEN-X ARGX ... dd 371.01 +77.99 –4.72 –12.14 –13.47 ... 14.76 4.02 BlkRkTCPCap TCPC 9.9 30 12.07 +0.68 .52 1.42 1.33 .30 20.83 6.30 CarterBkshrs CARE .0 dd 10.88 +0.87 –1.74 .64 .99 .14
41.16 10.78 AkeroTherap AKRO ... dd 31.45 +2.03 –2.90 ... ... ... 54.78 29.05 ArrayTech ARRY ... ... 43.81 +3.05 ... ... ... ... 23.78 4.54 BloominBrands BLMN 3.4 dd 23.34 +2.27 1.45 –.70 1.06 .20 8.85 1.85 CasaSystems CASA ... dd 8.28 +0.57 –.57 .12 .31 ...
30.67 15.38 Akouos AKUS ... ... 16.41 +0.49 ... –3.47 –1.97 ... 33.64 19.59 ArrowFinancial AROW 3.4 12 31.03 +1.63 2.64 2.47 2.66 .26 24.50 8.37 Blucora BCOR ... dd 17.28 +0.72 .98 1.01 2.56 ... 63.58 34.35 CasellaWaste CWST ... 76 58.54 +1.30 ... .82 .97 ...
108.67 32.00 Alarm.com ALRM ... 69 102.12 +9.20 1.06 1.58 1.62 ... 91.70 19.51 ArrowheadPharm ARWR ... dd 90.47 +13.30 –.84 –.12 ... ... 26.88 8.40 BlueBird BLBD ... 49 21.96 +1.46 .45 1.05 1.69 ... 209.92 114.01 CaseysGenStores CASY .7 22 194.02 +6.54 7.10 7.99 8.01 .34
3.92 1.44 AlaskaCommSys ALSK .0 18 3.28 ... .09 .08 .09 .09 41.45 30.01 ArtesianRscs A ARTNA 2.6 22 39.91 –0.97 ... 1.78 1.75 .2571 92.27 38.95 bluebirdbio BLUE ... dd 47.70 +3.15 –14.31 –9.90 –11.09 ... 54.38 28.85 CassInfoSys CASS 2.5 25 42.40 +1.80 1.73 1.86 1.20 .27
35.93 9.12 Alector ALEC ... dd 20.76 +3.92 –1.71 ... ... ... 92.77 19.68 Arvinas ARVN ... dd 83.14 +7.70 –2.13 ... –2.57 ... 35.89 8.04 BlueCity BLCT ... dd 12.73 +2.91 ... –.57 –.19 ... 92.94 21.01 CastleBiosci CSTL ... dd 92.79 +25.96 –.21 –.42 –.16 ...
162.60 72.67 AlexionPharm ALXN ... 57 153.92 +0.59 2.72 13.09 14.45 ... 183.98 92.00 AscendisPharma ASND ... dd 152.72 +2.57 –5.25 ... ... ... 2.20 0.53 BlueknightEner BKEP 7.8 dd 2.04 +0.03 –.17 –.02 ... .04 8.59 1.25 CatabasisPharm CATB ... dd 3.30 –0.85 –2.35 ... ... ...
37.59 22.55 Alico ALCO 2.3 9 30.89 +1.19 3.16 .88 2.05 .18 3.44 0.83 AslanPharm ASLN ... dd 3.00 +0.78 –1.44 ... ... ... 125.61 43.29 BlueprintMed BPMC ... 19 102.00 +5.25 –7.27 ... –6.68 ... 37.28 17.58 CathayGenBncp CATY 3.4 13 36.18 +2.36 2.87 ... 3.42 .31
634.46 127.88 AlignTech ALGN ... 28 620.45 +95.07 22.41 9.03 11.37 ... 13.17 4.65 AspenGroup ASPU ... dd 9.56 +0.11 –.29 –.33 ... ... 15.92 6.66 BoingoWireless WIFI ... dd 12.70 +1.16 –.23 –.17 –.25 ... 236.10 99.58 CavcoIndustries CVCO ... 30 206.28 +17.62 8.10 7.64 8.95 ...
37.51 12.82 AligosTherap ALGS ... ... 23.07 –5.10 ... ... –3.13 ... 151.69 73.07 AspenTech AZPN ... 34 151.44 +17.54 3.34 ... ... ... 33.96 20.00 BoltBiotherap BOLT ... ... 32.15 +12.15 –2.29 ... ... ... 9.00 3.53 CECO Env CECE ... 17 7.19 +0.26 .50 .56 .44 ...
9.50 2.86 AlimeraSciences ALIM ... dd 7.91 +1.19 –2.19 –.97 .66 ... 27.84 4.78 AssemblyBiosci ASMB ... dd 6.15 +0.57 –3.72 –1.56 –3.25 ... 2290.04 1107.29 BookingHldgs BKNG ... 63 2096.42 +152.09 111.82 2.96 54.31 ... 34.71 7.32 Cellectis CLLS ... dd 26.49 –0.85 –2.41 –2.01 ... ...
23.02 11.98 Alkermes ALKS ... dd 22.33 +1.34 –1.25 .38 .48 ... 68.83 25.17 AstecIndustries ASTE .7 cc 63.57 +4.10 .98 1.87 2.54 .11 13.53 5.00 BostonPrivFin BPFH 1.8 24 13.17 +0.98 .55 .70 .80 .06 19.73 11.48 CellularBiomed CBMG ... dd 19.71 +0.11 –2.63 ... ... ...
157.96 41.61 Allakos ALLK ... dd 144.14 +10.81 –1.89 –3.12 –3.76 ... 64.94 36.15 AstraZeneca AZN 2.8 52 49.73 –0.87 .52 2.09 ... .45 55.63 27.82 Bottomline EPAY ... dd 47.36 –0.42 –.22 1.18 1.45 ... 13.01 4.10 CelyadOncology CYAD ... dd 8.11 +0.05 –2.56 ... –2.53 ...
38.76 20.88 AllegianceBcshs ABTX 1.3 17 36.81 +1.63 2.22 2.67 2.41 .12 26.42 6.30 Astronics ATRO ... dd 14.08 +1.62 ... ... –.11 ... 12.24 5.10 Brainsway BWAY ... dd 7.97 +0.02 –1.00 –.28 –.27 ... 28.71 9.25 Centogene CNTG ... dd 11.22 +0.66 ... –1.57 –1.58 ...
221.25 60.06 AllegiantTravel ALGT .0 dd 213.49 +32.00 –11.53 3.78 13.75 .70 13.15 5.29 AstroNova ALOT .0 dd 11.03 +0.28 .24 .11 .25 .07 71.84 14.23 BridgeBioPharma BBIO ... dd 68.28 +11.52 –2.48 ... ... ... 51.23 23.82 CentralGarden CENT ... 19 46.08 +3.79 ... 2.08 2.27 ...
34.66 16.78 AllegroMicro ALGM ... cc 30.19 +2.27 ... .43 .57 ... 28.20 4.52 AtaraBiotherap ATRA ... dd 20.32 +1.86 –5.67 –3.89 ... ... 23.80 14.06 BridgfordFoods BRID ... 19 15.71 –1.04 ... ... ... ... 45.01 21.66 CentralGardenA CENTA ... 17 41.60 +2.60 ... 2.08 2.27 ...
3.39 0.53 AllenaPharm ALNA ... dd 2.03 +0.33 –2.13 ... ... ... 90.95 24.15 AteaPharm AVIR ... dd 86.06 +13.06 ... 1.40 .72 ... 19.46 5.44 Brightcove BCOV ... dd 18.46 +2.01 –.58 .23 .38 ... 14.40 2.91 CenturyAluminum CENX ... dd 11.72 +1.97 –.91 ... ... ...
8.95 2.63 AllianceResource ARLP .0 dd 6.30 +1.27 –1.02 .90 .38 .40 15.39 5.63 Athenex ATNX ... dd 14.00 +0.93 –1.67 –1.57 –1.25 ... 48.25 12.05 BrighthouseFin BHF ... dd 40.04 +4.68 –6.76 9.91 11.53 ... 87.37 51.40 CenturyBancorpA CNBKA .9 12 81.95 +2.75 7.58 2.00 2.00 .18
60.28 37.66 AlliantEnergy LNT 3.2 19 49.68 +1.03 2.34 2.43 2.57 .4025 34.79 15.79 AthiraPharma ATHA ... ... 22.96 +1.64 ... –1.81 –1.60 ... 478.52 155.67 Broadcom AVGO 3.1 74 466.01 +15.51 6.33 26.24 28.16 3.60 6.90 0.99 Ceragon CRNT ... dd 5.58 +1.13 –.03 –.11 .09 ...
55.09 19.00 AlliedMotionTech AMOT .2 32 48.91 +3.66 1.80 ... ... .03 15.97 1.58 AtlanticAmerican AAME ... 90 5.20 +2.82 –.04 ... ... ... 18.79 7.10 BrookfieldProp BPY 7.7 dd 17.32 +0.29 ... –.50 1.86 .3325 129.09 11.39 Cerence CRNC ... dd 125.67 +13.76 –.57 1.94 2.34 ...
55.00 17.43 AllogeneTherap ALLO ... dd 35.22 +0.52 –1.83 ... ... ... 21.00 8.89 AtlCapitalBcshs ACBI ... 18 18.87 +0.98 1.05 1.46 1.72 ... 18.79 7.15 BrookfieldPropREIT BPYU 7.4 dd 17.87 +0.52 ... ... ... .3325 84.20 53.08 Cerner CERN 1.1 31 79.82 –0.29 1.65 ... ... .22
15.25 6.44 Allot ALLT ... dd 13.80 +0.89 –.25 –.10 .06 ... 38.00 18.55 AtlUnionBkshs AUB 2.9 18 34.98 +2.14 1.93 2.59 2.59 .25
48.96 18.15 AlloVir ALVR ... dd 43.70 +7.13 ... –1.30 –1.52 ... 48.49 17.74 AtlanticaSust AY 3.7 73 44.73 +3.38 .61 .93 1.27 .42
17.43 4.56 AllscriptsHlthcr MDRX ... dd 17.11 +0.61 –1.10 .69 ... ... 30.10 5.00 Atlanticus ATLC ... 10 29.88 +4.15 1.66 –3.25 –2.00 ...
178.41 84.97 AlnylamPharm ALNY ... dd 165.11 +14.63 –8.11 ... ... ... 69.08 14.97 AtlasAir AAWW ... dd 53.73 +1.91 –11.35 5.79 ... ...
40.04 5.82 Alpha&OmegaSem AOSL ... 59 33.58 +4.84 –.27 2.07 2.13 ... 14.14 4.95 AtlasTech ATCX ... dd 9.29 –0.37 ... –.84 .65 ... NOTICE TO READERS:
2106.62
2116.50
1008.87
1013.54
Alphabet A
Alphabet C
GOOGL
GOOG
...
...
37
37
2088.83
2098.00
+261.47
+262.26
58.61
58.61
67.41
67.60
78.94
79.13
...
...
250.03
29.35
110.01
10.88
Atlassian
Atreca
TEAM
BCEL
...
...
dd
dd
243.80
14.93
+12.67
+1.93
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1.13
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... Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters
16.01 2.19 Alphatec ATEC ... dd 15.97 +1.09 –1.09 –.66 –.65 ... 60.96 23.17 AtriCure ATRC ... dd 59.74 +1.51 –.94 –.99 –.86 ...
16.37 2.05 AlpineImmune ALPN ... dd 13.11 +0.24 –2.28 ... ... ... 755.00 567.00 Atrion ATRI 1.0 39 697.69 +46.22 19.73 15.14 13.19 1.75
64.74 23.04 AltairEngg ALTR ... dd 64.64 +8.71 ... .15 .22 ... 65.55 22.51 AuburnNatlBncp AUBN 2.6 19 39.65 +0.12 2.09 1.00 1.00 .255 Please visit the new Market Lab home page on barrons.com under Data.
35.10 1.60 Altimmune ALT ... dd 18.36 +4.08 –1.60 –2.61 –1.09 ... 44.94 9.00 AudioCodes AUDC .9 37 30.36 +0.36 .87 1.45 1.61 .16
19.87 6.00 AltisourcePortf ASPS ... dd 11.35 +1.22 –19.26 –1.49 .51 ... 20.50 9.83 AuriniaPharm AUPH ... dd 15.52 –1.19 –1.33 –.97 –.85 ... www.barrons.com/market-data/market-lab
66.38 12.00 AltraIndlMotion AIMC .4 dd 56.45 +5.04 1.97 2.82 3.20 .06 11.00 1.40 AuroraMobile JG ... dd 4.98 +1.63 –.14 .54 1.65 ...
February 8, 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
41.79 29.70 Certara CERT ... ... 35.73 +1.31 ... .06 .19 ... 6.48 2.32 Cresud CRESY ... ... 5.10 +0.28 –1.32 .01 ... ...
8.87 2.71 Cerus CERS ... dd 7.54 +0.95 –.51 ... ... ... 24.46 10.63 CrineticsPharm CRNX ... dd 15.85 +1.50 –2.09 –2.35 –2.36 ... Bright Sunshiny Day: Prospects for vaccines and stimulus cheered investors. SPACs
27.69 2.89 ChampionX CHX ... dd 16.96 +1.67 .67 ... ... ... 25.25 5.89 Criteo CRTO ... 23 24.97 +6.37 1.41 1.92 1.62 ... crowded the IPO calendar. Jeff Bezos passed the baton at Amazon.com. The Nasdaq
24.21 6.18 ChangeHlthcr CHNG ... dd 23.80 –0.06 –6.92 1.25 1.62 ... 78.68 8.40 Crocs CROX ... 35 75.52 +5.50 1.66 2.92 3.72 ...
81.63 30.71 ChangeHlthcrUn CHNGU 3.7 ... 80.48 –0.34 ... ... ... .75 12.77 4.00 Cronos CRON ... 50 12.01 +1.66 3.76 ... ... ... Composite Index ended Friday at a record 13,856—after rising 6% for the week.
681.71 345.67 CharterComms CHTR ... 40 617.65 +10.09 15.40 20.21 27.90 ... 13.42 4.50 CrossCtyHlthcr CCRN ... dd 9.37 +0.61 –1.61 .36 .30 ...
139.26 80.06 CheckPoint CHKP ... 20 118.26 –9.48 6.03 6.72 7.18 ... 14.50 5.66 CrossFirstBkshs CFB ... 51 11.94 +0.44 .24 .71 .94 ... Monday Tuesday Wednesday Thursday Friday
23.10 8.61 CheckmatePharm CMPI ... dd 14.18 –1.47 ... –2.50 ... ... 238.54 31.95 CrowdStrike CRWD ... dd 223.53 +7.73 ... ... ... ... 13910
57.20 14.52 Cheesecake CAKE .0 dd 47.38 +2.41 2.86 –1.21 1.46 .36 43.00 27.01 CullinanMgmt CGEM ... ... 36.28 –1.73 ... –2.04 –1.59 ...
40.33 3.55 ChefsWarehouse CHEF ... dd 31.21 +3.92 .81 –1.81 –.13 ... 4.80 2.77 CumberlandPharm CPIX ... dd 3.29 +0.12 –.23 ... –.26 ...
67.48 30.72 ChemoCentryx CCXI ... dd 65.82 +8.81 –.98 –.73 –1.44 ... 14.82 3.00 CumulusMedia CMLS ... dd 9.73 +1.05 ... –3.03 –.98 ...
40.17 21.75 ChemungFinl CHMG 2.9 9 35.48 +2.02 4.01 3.43 3.61 .26 151.80 36.15 CureVac CVAC ... ... 120.43 +31.14 –153.84 –2.34 .92 ...
7.75 2.88 Chiasma CHMA ... dd 4.36 +0.40 –1.06 –1.49 –1.08 ... 13.44 0.62 Curis CRIS ... dd 10.25 –0.20 –.97 –.59 –.50 ...
13690
28.87 4.66 ChickenSoupA CSSE ... dd 27.79 +4.51 ... ... ... ... 29.87 9.07 Cutera CUTR ... dd 29.46 +5.25 –.88 –1.65 –.40 ...
76.10 9.25 Children'sPlace PLCE ... dd 74.60 +1.13 4.68 –2.48 3.19 ... 169.70 69.51 CyberArkSoftware CYBR ... cc 162.11 +1.86 1.62 1.82 1.30 ...
10.72 1.19 Chimerix CMRX ... dd 9.74 +1.26 –2.03 –.73 –.56 ... 43.48 12.77 CyberOptics CYBE ... 44 26.45 +2.26 .11 .70 .43 ...
119.29 97.91 ChinaBiologic CBPO ... 33 118.30 +0.45 3.55 5.18 5.64 ... 8.96 2.08 CyclerionTherap CYCN ... dd 4.45 +1.29 –4.49 –1.64 –.88 ... 13470
31.40 3.65 ChinaFinance JRJC ... dd 13.42 +3.84 –5.01 2.60 4.30 ... 9.06 1.21 CymaBayTherap CBAY ... dd 5.89 +0.54 –1.53 –.71 –1.04 ...
3.14 0.94 ChinaIndex CIH ... 5 2.34 +0.24 ... ... ... ... 86.77 43.72 CyrusOne CONE 2.7 dd 74.67 +1.72 .36 .17 .17 .51
1.77 0.63 ChinaXDPlastics CXDC ... dd 1.13 +0.04 .05 1.78 1.74 ... 30.14 8.00 Cytokinetics CYTK ... dd 23.07 +3.40 –2.11 –1.71 –1.98 ...
24.30 13.12 Chindata CD ... dd 19.58 +2.98 ... ... .04 ... 15.44 3.60 CytomXTherap CTMX ... dd 8.04 +1.13 –2.26 –.91 –2.63 ... 13250
21.68 9.35 ChinookTherap KDNY ... dd 16.15 +1.98 –5.15 ... ... ...
(Prev Fri's
26.61
221.16
15.00
52.90
ChipMOSTechs
ChurchillDowns
IMOS
CHDN
...
.3
12
dd
24.82
219.73
+0.61
+32.28
2.30
3.38
2.35
...
2.73
...
...
.622
D Close) +332.70 +209.38 -2.23 +167.20 +78.55
40.55 7.28 Chuy's CHUY ... dd 40.54 +5.46 .37 .70 1.06 ... 13030
10.18 1.35 DBV Tech DBVT ... dd 5.93 +0.79 –2.32 ... –2.08 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm
4.45 1.30 CidaraTherap CDTX ... dd 2.49 +0.04 –1.41 –1.55 –1.52 ... 3.17 0.71 DIRTT Envl DRTT ... dd 2.39 +0.13 –.05 ... ... ...
128.87 40.80 Cimpress CMPR ... dd 98.52 +7.13 3.07 .10 2.88 ... 42.62 17.09 DISH Network DISH ... 13 31.21 +2.19 ... ... 2.64 ...
115.53 46.07 CincinnatiFin CINF 2.8 18 86.71 +2.62 12.10 ... ... .63 59.50 20.15 DMC Global BOOM .0 dd 56.99 –0.18 2.28 .15 .48 .125
6.00 0.25 Cinedigm CIDM ... dd 1.80 +0.55 –.34 ... –.09 ... 18.77 10.26 DSP Group DSPG ... dd 16.49 +0.36 –.29 .22 .35 ...
369.20 154.33 Cintas CTAS .9 39 344.98 +26.86 8.11 ... ... .75 - Earnings - - Earnings -
35.73 10.44 DXP Ents DXPE ... dd 26.65 +3.46 1.96 .41 .13 ... 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div
103.25 47.04 CirrusLogic CRUS ... 25 85.36 –8.33 2.64 ... ... ... 61.27 14.60 DadaNexus DADA ... dd 46.44 +5.10 ... –8.60 –5.81 ...
50.28 32.40 CiscoSystems CSCO 3.0 20 48.08 +3.50 2.64 3.16 ... .36 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
6.35 3.69 Daktronics DAKT .0 dd 5.22 +0.42 .01 .15 .23 .05
64.74 6.70 CitiTrends CTRN .0 45 63.23 +4.23 1.41 1.91 2.33 .08 118.13 28.88 Datadog DDOG ... dd 114.90 +12.15 –.12 .18 .20 ... 222.43 21.49 EnphaseEnergy ENPH ... cc 193.20 +10.85 1.23 ... 1.94 ... 21.29 11.29 FirstGuarBcshs FGBI 3.8 9 17.00 +1.00 ... 1.24 1.60 .16
12.32 5.26 CtznCmntyBcp CZWI 2.0 10 11.34 +0.24 1.14 1.32 1.05 .23 47.47 4.61 Dave&Buster's PLAY ... dd 36.79 +2.77 2.94 ... ... ... 92.39 24.06 EnsignGroup ENSG .3 27 83.82 +5.54 3.06 3.49 3.84 .0525 30.29 13.56 FirstHawaiian FHB 4.2 17 24.62 +1.37 1.43 1.65 1.67 .26
27.94 16.02 CitizensHolding CIZN 4.7 16 20.25 +0.06 1.24 1.45 1.55 .24 7.45 0.32 DAVIDsTEA DTEA ... dd 5.30 +1.95 –.91 ... ... ... 222.90 94.58 EnstarGroup ESGR ... 4 211.89 +11.68 ... 17.00 19.00 ... 34.66 10.47 FirstInternetBncp INBK .7 11 33.83 +3.21 2.99 ... ... .06
173.56 100.31 CitrixSystems CTXS 1.1 28 131.82 –1.49 5.03 6.34 7.28 .37 3.24 0.84 DawsonGeophys DWSN ... dd 3.01 +0.43 –.66 –1.06 –.49 ... 5.64 1.58 EntasisTherap ETTX ... dd 3.29 +0.14 –3.33 ... ... ... 43.95 24.50 FirstInterBanc FIBK 4.0 16 41.28 +2.62 ... ... ... .41
79.46 53.06 CityHolding CHCO 3.2 13 71.47 +2.42 5.55 4.38 4.63 .58 71.11 33.10 DecipheraPharm DCPH ... dd 51.36 +7.16 –4.48 –4.84 –4.31 ... 114.00 38.12 Entegris ENTG .3 44 94.37 –4.02 2.16 2.97 3.43 .08 42.19 21.18 FirstMerchants FRME 2.6 15 40.71 +3.04 2.74 2.95 3.14 .26
17.75 7.85 Clarus CLAR .6 50 17.24 +1.18 .61 ... .50 .025 93.94 12.39 DenaliTherap DNLI ... dd 70.57 +2.07 –2.07 –2.40 –1.82 ... 31.99 19.27 EnterpriseBncp EBTC 2.7 10 27.12 +1.78 2.64 .90 ... .185 37.81 18.60 FirstMidBcshs FMBH 2.4 13 34.87 +1.00 2.70 2.78 3.62 .205
13.60 1.05 CleanEnerFuels CLNE ... 80 12.97 +2.74 .10 ... .02 ... 46.01 21.70 EnterpriseFinSvcs EFSC 1.9 14 38.47 +3.16 2.76 ... ... .18 21.33 10.31 FirstMidwestBncp FMBI 3.1 21 17.80 +1.27 .87 ... ... .14
60.47 31.58 DentsplySirona XRAY .7 dd 55.24 +1.75 1.17 ... ... .10
37.54 8.32 Clearfield CLFD ... 45 33.08 +1.76 .53 .90 1.11 ... .06
64.14 24.35 Descartes DSGX ... cc 62.93 +1.87 .45 .56 .72 ... 25.98 9.90 Epizyme EPZM ... dd 11.00 +0.05 –1.93 ... ... ... 17.85 8.77 FirstNWBncp FNWB 1.5 14 15.71 +2.01 1.10 ... ...
4.32 1.10 ClearsideBiomed CLSD ... dd 3.40 +0.27 –.81 ... ... ... 95.94 42.53 ePlus PLUS ... 17 91.69 +7.65 5.15 ... 6.73 ... 112.50 28.47 FirstSolar FSLR ... 47 97.40 –1.75 –1.09 ... ... ...
3.47 2.02 Deswell DSWL 2.7 dd 3.35 +0.16 –.08 .58 .71 .09
17.45 9.87 CloverHealth CLOV ... dd 12.93 –1.02 ... –.95 –.27 ... 4.24 2.32 EpsilonEnergy EPSN ... 69 3.69 +0.20 .32 .21 .50 ... 48.74 26.07 1stSource SRCE 2.8 13 41.95 +2.60 3.17 3.27 3.39 .29
456.23 182.07 DexCom DXCM ... cc 411.03 +36.18 1.10 3.05 3.28 ...
5.45 1.33 CloverHealthWt CLOVW ... ... 3.45 –0.32 ... ... ... ... 27.05 2.20 Equillium EQ ... dd 8.49 +2.76 –1.47 ... ... ... 24.25 10.74 FirstUnited FUNC 3.1 10 16.86 +1.23 1.85 .66 –.07 .13
162.00 75.00 DiamondHillInvt DHIL .0 12 141.51 –6.72 15.99 5.58 8.01 12.00
11.63 3.62 ClovisOncology CLVS ... dd 9.36 +1.46 –7.43 ... ... ... 839.77 477.87 Equinix EQIX 1.4 cc 754.29 +14.33 5.99 5.14 8.44 2.66 22.31 10.75 FirstWesternFin MYFW ... 6 18.81 +0.34 ... ... ... ...
81.59 14.55 DiamondbkEner FANG 2.3 dd 64.45 +7.76 1.47 3.05 5.46 .375
23.53 8.41 CoastalFinl CCB ... 18 22.01 +2.21 1.24 1.51 1.73 ... .27
27.66 11.75 DicernaPharma DRNA ... dd 27.41 +4.94 –1.76 ... –1.40 ... 28.49 12.49 EquityBcshs EQBK ... dd 24.57 +2.49 –4.97 2.17 2.15 ... 86.53 51.15 FirstCash FCFS 1.8 24 60.89 +2.01 2.56 3.18 3.70
292.00 188.08 CocaColaCon COKE .4 27 273.65 +6.79 1.21 16.73 18.29 .25
24.94 6.18 DigiIntl DGII ... 92 24.51 +6.04 .28 .33 .63 ... 261.20 130.20 ErieIndemnity A ERIE 1.6 46 257.53 +14.43 6.06 5.50 5.86 1.035 6.86 2.72 FirsthandTechVal SVVC ... dd 6.22 +0.12 –8.99 .50 .75 ...
29.00 8.43 Codexis CDXS ... dd 27.75 +4.46 –.21 –.19 –.34 ... 13.95 3.50 ErytechPharma ERYP ... dd 11.58 +1.04 –3.91 –4.48 –2.44 ... 145.84 57.38 FirstService FSV .5 87 142.43 +5.58 –6.58 3.25 3.60 .165
58.74 9.92 Digimarc DMRC ... dd 43.00 +4.14 –2.79 –2.52 –2.68 ...
37.85 7.90 CodiakBioSci CDAK ... ... 23.98 +0.10 ... –5.37 –3.85 ... 23.80 4.69 Escalade ESCA 2.5 14 22.30 +1.45 .50 1.65 1.32 .14 124.61 73.50 Fiserv FISV ... 85 112.22 +9.53 1.71 4.63 5.57 ...
32.00 16.51 DimeCommBcshs DCOM 3.7 12 25.86 +1.43 2.11 2.65 2.91 .24
22.50 10.62 CodorusValleyBncp CVLY 2.8 19 15.82 +0.02 .86 .83 .48 .02 76.98 23.90 EsperionTherap ESPR ... dd 34.08 +2.59 –3.59 –7.37 –10.44 ... 197.45 47.53 FiveBelow FIVE ... 98 190.80 +15.07 3.12 ... 4.04 ...
81.26 31.51 Diodes DIOD ... 34 75.56 +4.78 2.96 2.32 3.30 ...
14.88 1.18 CogentBio COGT ... dd 9.99 +1.22 –4.16 –3.84 –1.36 ... 9.90 2.50 EtonPharm ETON ... dd 9.88 +0.96 –1.03 –1.27 –.71 ... 187.99 52.51 Five9 FIVN ... dd 173.22 +6.97 –.08 .88 .84 ...
103.00 24.80 DiscoveryB DISCB ... 21 42.67 –2.26 ... ... ... ...
92.96 53.20 CogentComm CCOI 4.5 cc 61.05 +4.10 .81 ... ... .73 239.47 29.95 Etsy ETSY ... cc 231.12 +32.03 .76 2.12 2.16 ... 24.70 1.75 FivePrimeTherap FPRX ... dd 19.41 +2.69 –3.92 ... –2.08 ...
49.94 17.12 DiscoveryA DISCA ... 21 42.67 +1.25 ... ... ... ...
88.15 35.20 Cognex CGNX .3 82 87.02 +4.89 1.16 ... ... 2.00 161.50 61.27 EuronetWorldwide EEFT ... cc 133.82 +8.86 6.31 2.43 5.68 ... 20.04 5.36 Flex FLEX ... 23 18.74 +1.10 .17 1.40 1.53 ...
38.00 15.43 DiscoveryC DISCK ... 18 36.42 +1.39 ... ... ... ...
82.73 40.01 CognizantTech CTSH 1.2 29 74.50 –3.45 2.57 3.96 4.39 .24 19.93 3.01 EveloBiosci EVLO ... dd 16.99 –0.56 –2.67 –2.19 –2.02 ... 17.83 5.01 FlexionTherap FLXN ... dd 13.03 +0.86 –3.93 –2.62 –1.78 ...
8.05 2.00 DiversifiedHlthcr DHC .9 dd 4.43 +0.41 –.37 ... –.75 .01
38.00 23.75 CognyteSoftware CGNT ... ... 28.82 –1.18 ... .31 .23 ...
4.40 0.53 DixieGroup DXYN ... 4 4.35 +0.85 ... .10 .30 ... 8.30 0.61 Ever-Glory EVK ... dd 3.75 +0.30 .09 ... ... ... 38.52 7.81 Flexsteel FLXS 1.2 dd 34.20 +0.08 –3.37 3.27 3.28 .10
213.05 78.21 Coherent COHR ... dd 193.18 –7.66 –17.18 5.42 8.49 ... 165.79 90.27 Everbridge EVBG ... dd 143.10 +10.17 –1.58 –.02 .07 ... 59.44 23.85 FlirSystems FLIR 1.3 52 54.28 +2.23 1.26 2.06 2.35 .17
68.00 10.80 Docebo DCBO ... dd 55.90 +6.54 –.49 –.13 –.04 ...
23.03 10.86 CoherusBioSci CHRS ... 9 17.85 –0.95 1.23 1.72 1.10 ... 63.44 21.00 EverQuote EVER ... dd 48.32 +3.26 ... –.42 –.32 ... 7.15 1.02 Fluent FLNT ... cc 6.93 +1.51 –.02 ... .29 ...
290.23 64.88 DocuSign DOCU ... dd 250.37 +17.48 –1.18 .50 .81 ...
49.63 8.89 Cohu COHU .0 dd 45.11 +4.43 –1.69 1.06 2.57 .06 9.01 1.75 EverspinTech MRAM ... dd 5.62 +0.28 –.85 –.39 –.10 ... 12.45 1.17 Fluidigm FLDM ... dd 6.88 +0.40 –.97 –.74 –.42 ...
3.42 0.78 Dogness DOGZ ... dd 2.12 +0.25 ... ... .23 ...
92.39 13.26 CollectorsUniv CLCT .8 64 91.92 +0.61 1.19 –.08 .31 .175 8.75 0.75 Evogene EVGN ... dd 8.11 +1.99 –.70 –.82 –.69 ... 20.87 8.86 FlushingFin FFIC 4.3 16 19.62 +1.34 1.18 1.91 2.23 .21
115.45 60.20 DollarTree DLTR ... 26 105.65 +3.99 3.47 5.61 6.20 ...
25.89 13.00 CollegiumPharm COLL ... 49 24.23 +0.09 –.68 3.75 4.13 ... 10.63 2.85 Evolus EOLS ... dd 6.99 +0.23 –3.19 –1.79 –.66 ... 52.08 12.17 FocusFinPtrs FOCS ... cc 52.00 +4.42 –.28 2.97 ... ...
76.86 7.62 Domo DOMO ... dd 74.81 +11.42 –4.57 –1.85 –1.26 ...
98.83 33.93 ColliersIntl CIGI .1 64 98.00 +9.64 ... 3.75 5.53 .05 22.99 10.29 Exagen XGN ... dd 18.45 +2.75 –8.46 ... –1.50 ... 28.27 14.03 FoghornTherap FHTX ... ... 17.83 +1.33 ... –4.19 –2.15 ...
16.19 11.22 DonegalGroup A DGICA 4.3 8 14.08 +0.21 1.67 1.67 1.28 .15
15.69 8.70 ColonyBankcorp CBAN 2.9 11 14.17 +0.32 1.24 1.18 1.55 .1025 27.80 13.67 Exelixis EXEL ... 48 23.17 +0.96 1.02 .32 .43 ... 56.33 31.45 FormaTherap FMTX ... dd 39.85 +1.22 ... –3.70 –2.88 ...
14.61 10.51 DonegalGroup B DGICB 4.2 8 12.75 +0.25 1.51 1.67 1.28 .1325
42.97 19.11 ColumbiaBanking COLB 2.7 19 41.56 +3.04 2.17 2.27 2.21 .28 50.54 29.28 Exelon EXC 3.5 18 43.68 +2.12 3.01 ... 2.96 .3825 50.57 16.35 FormFactor FORM ... 46 45.63 +4.76 .99 1.57 1.76 ...
16.83 8.52 DorchesterMnls DMLP 9.9 17 12.91 +0.86 1.50 ... ... .2423
17.34 10.27 ColumbiaFin CLBK ... 30 15.80 +0.38 .52 ... .64 ... 89.29 40.61 ExlService EXLS ... 36 81.75 +5.07 1.95 3.45 3.76 ... 99.06 36.75 FormulaSys FORTY .8 32 91.90 +5.50 2.57 2.40 3.34 .3704
101.54 44.49 DormanProducts DORM ... 36 99.14 +8.31 2.56 3.18 3.76 ...
112.21 51.82 ColumbiaSportswr COLM .0 67 107.89 +20.43 1.62 3.85 4.73 .26 42.12 3.55 ExOne XONE ... dd 40.14 +12.40 –.93 –.82 –.56 ... 50.00 22.45 ForresterResearch FORR ... 66 43.68 +4.02 –.52 1.39 1.66 ...
17.85 6.11 DouYuIntl DOYU ... 40 14.49 +1.36 .02 ... ... ...
47.82 19.20 ColumbusMcKinn CMCO .5 cc 46.87 +3.68 2.50 1.10 2.26 .06 135.90
64.51 10.60 DraftKings DKNG ... dd 63.87 +9.76 .09 –.96 –1.22 ... 6.51 eXpWorld EXPI ... cc 134.97 +28.38 –.15 .51 .84 ... 21.56 3.45 Forterra FRTA ... 43 21.05 +2.75 –.11 .86 1.29 ...
52.49 31.71 Comcast A CMCSA 2.0 22 51.11 +1.54 ... 2.84 3.61 .25 158.33
31.98 17.55 DreamFinders DFH ... ... 29.91 +6.76 ... ... ... ... 147.55 40.76 Expedia EXPE .0 dd 141.40 +17.30 ... –7.88 .87 .34 70.20 Fortinet FTNT ... 53 155.48 +10.73 2.91 3.70 ... ...
73.17 43.34 CommerceBcshrs CBSH 1.5 24 71.06 +4.21 2.91 3.56 3.47 .27
33.30 25.30 DrivenBrands DRVN ... ... 31.77 +3.67 ... ... ... ... 97.24 52.55 ExpeditorsIntl EXPD 1.1 25 92.91 +3.39 3.39 4.00 4.05 .52 82.32 39.59 ForwardAir FWRD 1.1 41 76.77 +5.08 3.04 2.00 2.96 .21
9.86 1.24 CommVehicle CVGI ... dd 9.22 +0.94 .51 ... ... ... 97.84 58.03 Exponent EXPO .8 58 89.75 +7.17 1.55 1.66 1.87 .19 28.60 2.69 Fossil FOSL ... dd 17.26 +2.76 –1.04 ... ... ...
25.16 14.55 Dropbox DBX ... cc 24.84 +2.21 –.13 .89 1.03 ...
15.75 5.50 CommScope COMM ... dd 15.20 +0.51 –5.02 1.86 1.87 ...
55.99 35.10 DuckCreekTech DCT ... ... 54.35 +6.01 ... –.02 .01 ... 15.73 5.35 ExtendedStayAmer STAY .3 dd 15.03 +0.35 ... .24 .54 .35 18.60 7.96 FosterLB FSTR ... 4 16.52 +1.37 4.00 .40 .85 ...
6.82 3.50 CommsSystems JCS .0 34 5.43 +0.72 .69 –.08 .15 .02 36.00 18.00 ExtractionOil XOG ... ... 29.00 +1.00 .56 –2.04 .15 ... 53.00 35.01 4D Molecular FDMT ... ... 50.00 +7.64 ... –5.20 –2.50 ...
17.30 2.82 DuluthHoldings DLTH ... 29 14.63 +2.16 ... ... .75 ...
44.59 26.45 CmntyTrBcp CTBI 3.9 12 39.18 +2.72 3.35 3.18 3.12 .385 9.23 1.43 ExtremeNetworks EXTR ... dd 9.22 +1.13 –1.06 ... .67 ...
32.32 15.60 DyneTherap DYN ... ... 20.49 +1.16 –1.83 –2.25 –2.32 ... 40.73 19.81 FoxA FOXA 1.5 12 31.42 +0.24 ... 2.30 ... .23
11.50 5.27 CommWestBcshs CWBC 2.6 10 9.29 +0.54 .97 .72 .88 .06
19.70 3.51 EyePointPharm EYPT ... dd 13.98 +2.78 –5.40 –2.10 –1.74 ... 37.74 19.13 FoxB FOX 1.5 11 30.31 +0.42 ... 2.31 ... .23
67.19 24.26 CommVaultSys CVLT ... dd 67.17 +4.39 –.12 2.01 2.41 ...
19.90 5.94 Compugen CGEN ... dd 12.97 +0.81 –.43 –.37 –.47 ... E 6.84 3.41 Ezcorp EZPW ... dd 5.20 +0.71 ... .32 ... ... 136.05
37.65
34.58
5.75
FoxFactory
Franchise
FOXF
FRG
...
4.1
68
...
135.91
36.99
+16.27
+0.71
2.38
–4.11
2.90
2.64
3.46
2.83
...
.375
35.78 16.93 ComputerPrograms CPSI .0 21 32.35 +1.57 1.43 ... ... .10
7.30 2.86 ComputerTask CTG ... 13 6.67 +0.15 .29 .51 .46 ... 11.51 1.29 ECMOHO MOHO ... dd 2.70 +0.48 ... .59 1.02 ... F 75.33
21.69
41.25
14.62
FranklinElec
FreelineTherap
FELE
FRLN
1.0
...
37
...
73.10
17.34
+3.68
–0.65
2.03
...
2.13
–3.03
2.43
–2.94
.175
...
4.49 1.80 comScore SCOR ... dd 4.15 +0.96 –5.33 –.36 –.11 ... 8.70 1.46 EDAP TMS EDAP ... dd 8.52 +0.81 .06 ... .11 ...
17.58 9.70 ESSA Bancorp ESSA 2.8 11 15.59 +1.31 1.39 1.55 1.52 .11 78.90 35.15 FARO Tech FARO ... dd 78.41 +7.84 –3.58 –.62 1.05 ... 4.46 0.73 FreightCarAmer RAIL ... dd 4.23 +0.60 –5.95 –3.75 –.80 ...
11.07 1.83 ComSovereign COMS ... dd 4.74 +0.44 –1.71 –1.53 –1.11 ...
30.00 10.12 EVO Payments EVOP ... dd 25.47 +2.51 –.31 ... ... ... 211.01 79.78 F5Networks FFIV ... 41 199.14 +3.19 5.01 10.21 11.67 ... 12.19 5.95 FrequencyElec FEIM ... dd 11.08 +0.36 –1.10 .70 .91 ...
35.35 11.48 ComtechTel CMTL 1.7 dd 23.64 +2.30 .28 ... ... .10
4.25 2.00 EXFO EXFO ... dd 3.85 +0.21 ... ... ... ... 6.40 2.80 FGFinancial FGF ... dd 3.88 +0.29 –.18 ... ... ... 51.03 14.50 FrequencyTherap FREQ ... dd 50.46 +11.47 ... ... ... ...
123.48 80.00 Concentrix CNXC ... ... 110.18 +3.26 3.19 8.07 8.82 ...
22.91 11.74 EagleBncpMT EBMT 1.9 7 20.74 –0.65 3.11 2.38 2.45 .0975 50.75 30.00 FRP Holdings FRPH ... 32 44.99 +1.80 1.63 .42 1.10 ... 160.45 40.79 Freshpet FRPT ... cc 159.42 +20.11 –.04 .13 .55 ...
13.50 5.47 ConcertPharm CNCE ... dd 6.86 –3.61 –3.29 –2.53 –2.79 ...
25.90 8.89 EagleBulkShip EGLE ... dd 22.59 +3.02 –2.10 ... ... ... 304.67 137.10 Facebook FB ... 27 268.10 +9.77 ... 11.14 13.46 ... 58.27 30.06 frontdoor FTDR ... 36 54.51 –0.53 1.80 ... ... ...
5.53 1.54 Conduent CNDT ... dd 5.16 +0.34 –9.29 .61 .53 ...
58.91 33.80 EaglePharm EGRX ... cc 49.47 +2.80 1.01 2.59 2.70 ... 129.04 5.66 FangddNetwork DUO ... dd 8.96 +1.17 ... ... ... ... 25.00 1.00 FuelCell FCEL ... dd 23.92 +3.16 –.42 –.18 –.16 ...
5.00 2.00 Conifer CNFR ... dd 3.97 +0.85 –.88 –.05 –.02 ...
67.55 22.39 7.01 FulcrumTherap FULC ... dd 11.42 +0.36 –8.13 –2.77 –2.87 ...
24.29 8.86 ConnectOneBncp CNOB 1.6 13 23.21 +1.96 1.79 ... ... .09 32.58 Eargo EAR ... ... 64.38 +11.80 ... –.92 –.72 ... 23.27 11.79 Fanhua FANH 6.7 dd 15.46 –0.63 .49 ... 9.34 .25
65.56 22.55 EastWestBncp EWBC 2.0 16 64.63 +4.69 3.97 4.90 4.96 .33 15.08 3.40 FarmerBros FARM ... dd 6.59 +1.35 –2.19 –1.58 ... ... 159.44 6.70 FulgentGenetics FLGT ... 70 141.52 +31.03 –.02 6.26 8.84 ...
16.93 2.83 Conn's CONN ... dd 15.44 –0.29 1.82 –.67 1.14 ...
17.05 11.74 EasternBankshares EBC 1.5 cc 16.18 +0.24 ... ... ... .06 51.89 26.72 Fastenal FAST 2.4 32 47.30 +1.71 1.49 1.56 1.72 .28 17.02 8.89 FultonFin FULT 3.6 13 14.27 +0.87 1.08 1.18 1.11 .13
8.81 3.47 ConsldComm CNSL ... 11 5.87 –0.24 –.29 .72 .24 ...
28.90 15.28 Eastern EML 1.8 17 24.43 +0.89 2.12 .91 .98 .11 121.16 16.75 FateTherap FATE ... dd 105.19 +14.56 –1.44 ... ... ... 14.54 3.12 Funko FNKO ... dd 13.47 +1.52 .36 .65 .73 ...
18.83 10.01 ConsldWater CWCO 2.6 40 13.06 +0.39 .81 .37 .56 .085
14.95 3.80 EbangIntl EBON ... ... 5.83 +0.70 ... ... ... ... 16.07 4.60 FedNat FNHC 5.8 dd 6.17 +0.97 .08 –4.95 ... .09 48.50 10.02 FusionFuelGreen HTOO ... dd 20.20 –0.50 –.46 ... ... ...
50.90 17.00 ConstellPharm CNST ... dd 33.47 +0.50 –3.04 –2.75 –3.30 ...
36.58 11.96 ConstructionPtrs ROAD ... 35 29.17 +0.75 ... .91 1.06 ... 64.85 26.02 eBay EBAY 1.0 8 62.23 +5.72 7.89 4.01 4.57 .18 52.32 22.65 FibroGen FGEN ... dd 52.26 +4.08 –.89 ... ... ... 19.00 10.51 FusionPharm FUSN ... ... 12.16 +0.86 ... ... ... ...
5.12 1.00 ConsumerPtfo CPSS ... 6 4.30 +0.07 .22 .63 .73 ... 64.14 8.75 Ebix EBIX .6 16 47.86 –4.21 3.16 3.59 4.51 .075 70.97 30.50 FidelityD&D FDBC 2.4 18 50.19 +0.98 2.82 ... ... .30 132.95 8.16 Futu FUTU ... cc 116.00 +16.59 ... 8.97 14.25 ...
32.85 17.41 ContextLogic WISH ... ... 28.60 –1.47 ... ... –.26 ... 31.30 14.17 EchoGlobalLog ECHO ... 47 28.06 +1.73 .60 1.81 1.87 ... 17.36 2.72 FiestaRestaurant FRGI ... dd 16.00 +0.94 –3.18 –.09 .14 ...
130.96 55.69 Copart CPRT ... 42 119.39 +9.64 2.93 3.12 3.50 ... 40.92 19.75 EchoStar SATS ... dd 23.27 +2.33 ... ... .33 ... 32.82 11.10 FifthThirdBncp FITB 3.4 18 32.10 +3.17 1.83 2.78 2.99 .27 G
36.33 20.94 Core-Mark CORE 1.6 24 31.90 +1.23 1.25 1.64 1.88 .13 99.95 14.01 EditasMedicine EDIT ... dd 64.06 +2.71 –2.68 –3.13 –3.30 ... 82.68 53.94 51job JOBS ... 33 69.01 +3.15 1.18 18.98 22.02 ...
17.14 2.16 CorMedix CRMD ... dd 14.96 +6.21 –1.50 ... ... ... 20.00 3.02 EducDev EDUC 2.7 11 14.94 +1.39 .68 .19 .21 .10 30.85 12.78 FinInstitutions FISI 4.1 11 25.45 +2.56 2.30 2.89 ... .26 14.24 7.03 GBS GBS ... dd 8.07 +0.52 ... ... ... ...
59.99 22.22 CornerstoneOnDem CSOD ... dd 45.87 +4.97 –.07 1.40 1.56 ... 99.98 7.59 EHang EH ... dd 76.40 +10.04 ... –.34 1.84 ... 25.53 7.54 FireEye FEYE ... dd 21.30 +0.30 –.93 .36 .41 ... 15.36 9.00 GCM Grosvenor GCMG 1.8 72 13.38 +0.42 ... .48 .50 .06
51.37 14.09 CorsairGaming CRSR ... 62 45.23 +7.45 ... 1.29 1.22 ... 152.19 47.84 eHealth EHTH ... 19 57.73 +9.88 2.73 3.70 5.79 ... 37.60 17.32 FirstBancorpNC FBNC 2.0 13 36.47 +2.41 2.81 2.92 2.84 .18 3.13 0.21 GCMGrosvenorWt GCMGW ... ... 1.85 +0.31 ... ... ... ...
73.84 26.66 Cortexyme CRTX ... dd 43.85 +4.63 –1.94 –2.61 –2.91 ... 13.99 4.55 EigerBioPharma EIGR ... dd 10.89 +1.28 –3.08 –1.36 –1.53 ... 28.87 17.62 FirstBancorp FNLC 4.9 10 25.19 +1.16 2.48 1.00 1.00 .31 115.65 43.27 GDS Holdings GDS ... dd 110.60 +7.04 –.53 –.94 –.51 ...
110.80 44.67 Corvel CRVL ... 44 104.33 +5.51 2.55 1.31 1.40 ... 47.25 14.00 89bio ETNB ... dd 23.01 +2.71 –24.49 –3.25 ... ... 35.50 15.27 FirstBancshares FBMS 1.6 13 32.14 +2.20 2.52 2.61 2.59 .13 29.37 8.80 G1Therapeutics GTHX ... dd 28.01 +3.88 –3.27 –2.83 –3.89 ...
6.88 1.01 CorvusPharm CRVS ... dd 4.08 +0.36 –1.59 –1.44 –1.55 ... 21.96 6.15 ElPolloLoco LOCO ... 33 20.55 +0.20 .67 .31 .67 ... 11.00 6.00 FirstBank FRBA 1.1 11 10.57 +1.52 .97 ... 1.21 .03 239.90 21.49 GRAVITY GRVY ... 29 168.49 –10.79 4.92 ... ... ...
952.76 500.24 CoStar CSGP ... cc 908.18 +8.47 8.60 9.46 11.43 ... 163.81 110.00 ElbitSystems ESLT 1.2 28 141.52 +6.05 5.20 ... 6.45 .44 26.26 11.00 FirstBusey BUSE 4.2 12 21.91 +1.24 1.83 ... ... .23 8.74 4.75 GSI Tech GSIT ... dd 7.38 +0.20 –.45 ... –.33 ...
393.15 271.28 Costco COST .8 36 355.17 +2.74 9.02 10.19 10.98 .70 3.30 0.32 electroCore ECOR ... dd 2.58 ... –1.54 ... ... ... 26.28 12.86 FirstBusFinSvcs FBIZ 3.3 11 21.97 +2.71 1.97 ... ... .18 217.50 67.98 GWPharm GWPH ... dd 214.57 +62.10 –.24 –.13 ... ...
27.08 13.55 CountyBancorp ICBK 1.8 27 22.31 +0.68 .83 1.63 1.73 .10 150.30 85.69 ElectronicArts EA .5 35 141.22 –1.98 10.30 5.57 6.09 .17 672.25 276.08 FirstCitizBcshA FCNCA .3 15 663.35 +67.36 ... 14.97 14.97 .47 12.79 4.70 Gaia GAIA ... dd 9.82 +0.68 ... .01 .07 ...
369.12 99.01 CoupaSoftware COUP ... dd 351.00 +41.13 –1.45 .47 .37 ... 6.77 1.44 EloxxPharm ELOX ... dd 3.83 +0.39 –1.34 ... ... ... 31.32 17.21 FstCmntyBcsh FCBC 4.3 12 23.40 +1.94 2.02 2.16 2.07 .25 274.03 93.01 Galapagos GLPG ... dd 105.34 +1.04 2.91 –5.55 ... ...
20.70 6.54 CovenantLogist CVLG ... dd 16.72 +1.63 ... ... 2.10 ... 6.48 1.46 Emcore EMKR ... dd 6.05 +1.04 –.24 .50 .52 ... 21.21 9.01 1stConstBncp FCCY 2.1 10 17.31 +1.88 1.76 1.63 1.65 .09 17.99 11.57 Galecto GLTO ... ... 12.35 –0.04 ... –5.10 –2.57 ...
40.03 4.05 Covetrus CVET ... dd 36.59 +2.52 –9.50 .84 .92 ... 58.59 38.40 EnantaPharma ENTA ... dd 53.09 +5.03 –1.81 –3.92 –5.36 ... 6.86 1.56 FirstEagleAltCap FCRD 10.5 dd 3.80 +0.43 –.79 .35 .40 .10 18.57 5.58 GaleraTherap GRTX ... dd 11.65 +0.41 –16.31 –2.84 –2.17 ...
30.94 5.75 Cowen COWN .7 7 28.22 +3.07 .57 8.52 4.52 .08 49.01 15.27 EncoreCapital ECPG ... 5 32.96 +3.26 5.33 8.61 8.65 ... 25.18 10.83 FirstFinBncpOH FFBC 4.5 13 20.65 +2.33 1.59 1.73 1.67 .23 11.20 2.60 GamidaCell GMDA ... dd 10.06 +1.99 –1.17 ... –1.25 ...
170.10 53.61 CrackerBarrel CBRL .0 37 147.77 +12.46 –1.36 4.41 8.27 1.30 63.77 38.01 EncoreWire WIRE .1 21 62.10 +4.35 2.77 3.20 3.35 .02 41.50 20.70 FirstFinBkshs FFIN 1.3 29 40.86 +2.98 1.42 1.44 1.39 .13 50.99 13.04 Gaming&Leisure GLPI 5.5 21 43.61 +2.48 1.81 2.12 2.24 .60
539.00 199.00 CreditAcceptance CACC ... 15 347.00 –38.77 23.47 25.73 26.70 ... 9.60 2.08 EndoIntl ENDP ... dd 8.80 +1.52 –1.87 2.58 2.29 ... 44.51 27.62 FirstFinIN THFF 2.5 11 41.57 +3.18 3.93 3.09 3.45 .53 125.00 61.04 Garmin GRMN 2.0 23 120.33 +5.47 4.99 4.84 5.18 .61
126.56 27.77 Cree CREE ... dd 117.73 +16.65 –1.78 ... ... ... 9.49 1.31 EnduranceIntl EIGI ... 74 9.48 ... –.09 .08 .07 ... 15.47 7.90 FirstFinNW FFNW 3.2 14 12.65 –0.09 .88 .84 .85 .10 13.84 9.38 GencorIndustries GENC ... 35 13.14 +0.33 ... .23 .27 ...
17.47 6.21 CrescentCapBDC CCAP 10.6 16 15.48 –0.02 1.69 1.81 2.03 .41 15.25 6.11 EnergyRecovery ERII ... 37 14.46 +0.62 .19 .46 .22 ... 22.11 8.01 FirstFoundation FFWM 1.7 11 21.03 +0.77 1.88 2.02 2.06 .09 10.27 4.62 GeneralFin GFN ... cc 8.32 +0.94 .14 .29 .49 ...
M20 BARRON’S February 8, 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
55.72 17.00 GenerationBio GBIO ... dd 32.87 +6.54 ... –2.80 –2.15 ... 85.00 26.49 Hologic HOLX ... 16 82.80 +3.07 4.21 8.95 5.29 ... 64.37 39.32 IonisPharma IONS ... cc 60.19 +0.12 2.08 –.08 ... ... 26.63 15.24 LibertyGlobal A LBTYA ... dd 24.62 +0.48 ... –.26 .84 ...
28.98 9.03 Genetron GTH ... dd 27.32 +4.27 ... –.63 –.40 ... 36.83 18.57 HomeBancorp HBCP 2.8 11 31.11 +2.95 ... 3.31 3.23 .22 54.21 18.70 IovanceBiotherap IOVA ... dd 49.65 +5.81 –1.59 ... –2.06 ... 58.31 15.98 LibertyGlobal B LBTYB ... dd 24.00 –1.00 ... –.26 .84 ...
22.48 3.63 Genfit GNFT ... dd 5.19 +0.19 –1.97 –2.33 –1.95 ... 22.49 9.71 HomeBancShares HOMB 2.5 17 22.37 +1.17 1.30 1.65 1.66 .14 28.03 14.51 iQIYI IQ ... dd 23.21 +1.36 ... –11.26 –6.06 ... 25.99 14.36 LibertyGlobal C LBTYK ... dd 24.36 +0.20 ... –.26 .84 ...
44.83 16.24 Genmab GMAB ... 32 40.57 +0.89 .52 ... ... ... 11.92 9.05 HomePtCap HMPT ... ... 11.65 +0.33 ... ... ... ... 286.19 56.54 iRhythmTechs IRTC ... dd 179.47 +11.05 –2.16 –1.53 –.80 ... 19.09 7.55 LibertyLatAmA LILA ... dd 11.10 +1.01 ... –3.22 .17 ...
20.88 3.36 GenMarkDiagn GNMK ... dd 14.67 +0.86 –.82 –.24 –.35 ... 40.51 18.44 HomeStreet HMST 2.5 12 40.51 +4.11 3.47 ... ... .25 6.25 1.22 Iridex IRIX ... dd 5.10 +0.50 –.64 –.55 –.31 ... 18.28 7.47 LibertyLatAmC LILAK ... dd 10.94 +1.05 ... –3.26 .04 ...
37.75 19.48 Gentex GNTX 1.4 25 34.88 +1.83 1.41 2.02 2.27 .12 27.45 11.75 HomeTrustBcshs HTBI 1.4 19 22.42 +1.42 1.30 1.26 1.11 .08 54.51 16.87 IridiumComm IRDM ... dd 53.94 +4.67 –.22 –.45 ... ... 45.37 16.87 LibertyFormOne A FWONA ... dd 39.87 +3.62 ... –2.97 –.20 ...
71.50 27.24 Gentherm THRM ... 62 67.46 +6.20 1.13 2.14 2.73 ... 22.38 8.70 HomologyMed FIXX ... dd 13.78 +1.63 –2.47 –2.89 –2.60 ... 197.40 32.79 iRobot IRBT ... 22 118.97 –1.13 2.97 3.63 2.28 ... 47.92 18.31 LibertyFormOne C FWONK ... dd 44.33 +4.10 ... –3.01 –.20 ...
14.53 4.61 GeospaceTech GEOS ... dd 9.05 +0.90 –1.42 –1.54 –.79 ... 36.49 12.30 HookerFurniture HOFT 2.2 dd 32.54 +2.41 1.44 2.07 2.83 .18 13.23 7.99 IronwoodPharm IRWD ... 15 10.31 +0.09 .14 .66 1.21 ... 29.76 13.59 LibertyBraves A BATRA ... dd 29.43 +2.07 ... –1.23 –1.97 ...
36.00 23.54 GermanAmerBncp GABC 2.4 15 35.09 +1.26 2.34 2.24 2.25 .21 14.34 7.03 HopeBancorp HOPE 4.7 13 11.79 +0.61 .90 1.27 1.39 .14 39.81 17.50 iTeosTherap ITOS ... ... 38.25 +6.25 ... –2.47 –1.92 ... 29.41 13.20 LibertyBraves C BATRK ... dd 28.72 +1.94 ... –1.23 –1.97 ...
2.40 0.75 Geron GERN ... dd 1.97 +0.19 –.36 –.26 –.30 ... 17.51 7.42 HorizonBancorp HBNC 2.8 11 17.22 +1.39 1.55 ... 1.44 .12 108.89 40.48 Itron ITRI ... dd 97.43 +11.41 1.23 ... 2.26 ... 51.11 22.54 LibertySirius A LSXMA ... 52 43.38 +2.96 ... ... ... ...
103.02 30.60 GibraltarInds ROCK ... 36 94.49 +4.86 1.99 3.02 3.89 ... 14.08 4.51 HorizonTechFin HRZN 8.6 20 13.92 +1.32 ... 1.34 1.27 .10 26.24 11.01 IturanLocation ITRN .0 dd 19.73 +0.59 .33 1.45 1.60 .24 50.52 22.63 LibertySirius C LSXMK ... 52 42.77 +2.21 ... .75 ... ...
29.63 2.96 GIIIApparel GIII ... 43 29.49 +2.45 2.94 ... 2.32 ... 87.97 23.81 HorizonTherap HZNP ... 23 85.22 +12.74 2.90 3.64 4.04 ... 134.00 2.10 LibertyTripAdvB LTRPB ... dd 32.00 –0.03 ... ... ... ...
16.59
85.97
4.70
56.56
GilatSatellite
GileadSciences
GILT
GILD
6.5
4.0
dd
cc
15.19
68.46
+3.77
+2.86
.66
.10
.16
7.09
.17
6.70
.63
.68
17.40
6.85
7.86
1.03
HostHotels
HoughtonMifflin
HST
HMHC
.0
...
dd
dd
14.20
5.76
+0.65
+0.83
1.47
–1.72
–1.37
–3.68
–.89
–.68
.20
...
J 7.05
16.50
0.86
3.26
LibertyTripAdvA
LifetimeBrands
LTRPA
LCUT
...
1.2
dd
dd
5.06
14.37
+0.98
+0.47
...
–2.16
.22
.83
–.19
.95
...
.0425
51.27 26.66 GlacierBancorp GBCI 2.4 18 49.61 +2.96 2.81 2.63 2.56 .15 4.75 1.67 HoustonWire HWCC ... dd 3.81 +0.47 .15 .45 .55 ... 8.89 1.43 LifewayFoods LWAY ... 25 6.30 +0.28 .03 ... –.13 ...
14.40 3.00 JakksPacific JAKK ... dd 8.78 +0.97 –21.60 ... –1.52 ... 203.83
10.55 4.04 GladstoneCap GLAD 7.9 33 9.87 +0.78 –.06 .79 .79 .065 59.18 25.01 Huazhu HTHT ... dd 57.55 +9.05 .90 –5.85 6.88 ... 176.01 105.67 J&JSnackFoods JJSF 1.5 cc 155.50 +2.84 .96 ... 3.93 .575
57.24 LigandPharm LGND ... dd 203.03 +17.68 –.18 6.11 4.63 ...
22.13 7.59 GladstoneComm GOOD 8.2 dd 18.41 +0.70 –.16 –.06 –.07 .1252 61.37 36.51 HubGroup HUBG ... 26 57.85 +5.22 ... 3.12 3.70 ... 8.19 3.43 LimelightNetworks LLNW ... dd 4.43 –0.13 –.14 .03 .06 ...
13.72 6.43 GladstoneInvt GAIN 7.2 dd 11.65 +1.42 –.22 .64 ... .07 101.68 32.70 JD.com JD ... 37 96.64 +7.95 ... 10.89 14.44 ... 31.45 3.51 LiminalBioSci LMNL ... dd 5.22 +0.64 –9.65 ... ... ...
15.96 6.06 HudsonGlobal HSON ... dd 14.81 –0.85 –.30 ... ... ... 115.28 41.33 Joyy YY .7 7 114.78 +22.74 ... 26.93 ... .51
17.25 9.61 GladstoneLand LAND 3.2 dd 16.96 +1.22 –.13 ... ... .045 14.80 4.83 HuizeHolding HUIZ ... dd 6.51 –0.10 ... 1.51 1.30 ... 21.85 10.60 Limoneira LMNR 1.9 dd 15.83 –0.14 –.96 ... ... .075
83.69 36.49 GlbBloodTherap GBT ... dd 50.81 +0.69 –4.57 ... –3.28 ... 107.94 53.25 j2Global JCOM ... 24 105.12 +2.48 4.39 7.91 8.72 ... 8.99 1.69 LincolnEduc LINC ... 16 6.22 +0.33 .08 .24 .50 ...
156.74 75.29 JBHunt JBHT .8 31 144.65 +9.99 4.74 6.15 7.16 .28 200.98 123.64 JackHenry JKHY 1.1 39 152.91 +8.12 3.86 3.80 4.45 .43
34.65 17.01 GlobalIndemnity GBLI .8 14 27.03 –0.22 ... 1.40 3.00 .25 15.12 6.82 HuntingtonBcshs HBAN 4.3 20 14.07 +0.85 .69 1.21 1.34 .15 125.24 59.30 LincolnElectric LECO ... 34 115.21 +0.71 4.68 3.96 4.82 ...
17.28 8.51 GlobalWaterRscs GWRS 1.7 cc 16.81 +0.74 .10 .11 .12 .0243 104.39 16.81 JackintheBox JACK 1.6 26 101.56 +7.42 3.86 5.64 5.97 .40 22.13 3.01 LiquiditySvcs LQDT ... cc 17.16 –2.36 –.11 .51 .56 ...
34.97 20.39 Hurco HURC 1.7 dd 30.54 +1.12 –.93 .84 1.17 .13 57.41 25.34 JamesRiver JRVR 2.6 32 46.62 +2.14 1.25 ... ... .30
10.85 3.98 GluMobile GLUU ... cc 9.19 +0.38 .06 .41 .52 ... 69.83 35.15 HuronConsulting HURN ... dd 56.15 +3.19 1.85 2.05 3.25 ... 287.92 103.63 Littelfuse LFUS .7 50 262.00 +18.63 5.29 7.87 9.08 .48
5.19 1.82 GlycoMimetics GLYC ... dd 4.08 +0.45 –1.34 –1.07 –1.26 ... 51.00 28.82 JamfHolding JAMF ... dd 39.45 +2.52 ... .12 .21 ... 77.29 33.40 LivaNova LIVN ... dd 67.63 +4.73 –3.21 ... ... ...
37.00 14.74 HutchisonChina HCM ... dd 35.33 +3.42 –.80 ... ... ... 171.77 86.88 JazzPharma JAZZ ... 50 156.91 +1.41 9.09 12.59 ... ...
17.23 1.33 Gogo GOGO ... dd 13.22 –0.18 –1.81 –2.45 ... ... 92.91 41.59 Hydrofarm HYFM ... ... 83.80 +8.29 ... –.29 .42 ... 52.45 7.57 LiveOakBcshs LOB .3 31 43.12 +3.24 ... 2.24 2.64 .03
26.25 10.01 GoHealth GOCO ... ... 14.38 +1.07 ... .53 .87 ... 21.65 6.61 JetBlue JBLU ... dd 15.80 +1.46 –4.91 –2.60 .77 ... 70.88 14.08 LivePerson LPSN ... dd 70.24 +6.88 –1.53 ... ... ...
.0202 95.20 57.14 JFrog FROG ... dd 67.22 +4.75 ... .13 .05 ...
5.60
15.12
1.30
4.54
GolarLNGPartners
GolarLNG
GMLP
GLNG
2.3
... dd
9 3.47
11.82
+0.04
+0.99
.08
–2.11
...
.21
.98
–.03 ... I 30.00 1.60 Jiayin JFIN ... 8 4.02 +0.67 ... 3.62 5.27 ...
10.98
16.68
5.60
1.95
LixiangEduc
Lizhi
LXEH
LIZI
...
...
16
dd
8.73
11.40
+0.23
+8.10
.68
...
...
–.22
...
.27
...
...
21.67 3.55 GoldenEnt GDEN ... dd 19.69 +2.69 –1.43 –4.52 .08 ... 126.55 48.76 JohnsonOutdoors JOUT .7 18 120.59 +11.56 5.47 7.34 7.50 .21 11.60 3.05 LogicBioTherap LOGC ... dd 8.61 +0.55 –1.78 –1.46 ... ...
27.18 8.82 GoldenNugget GNOG ... dd 18.51 +0.66 ... ... ... ... 249.72 100.22 IAC/InterActive IAC ... ... 248.56 +38.61 ... –1.40 –.01 ... 13.91 2.85 JounceTherap JNCE ... dd 13.47 +2.17 1.72 –2.31 –1.53 ... 111.92 31.37 LogitechIntl LOGI .8 21 111.85 +6.93 2.70 5.66 4.16 .8729
14.47 0.22 GoldenNuggetWt GNOGW ... ... 6.90 +0.90 ... ... ... ... 22.79 9.27 IBEX IBEX ... ... 19.10 +0.68 ... 1.06 1.36 ... 13.96 5.70 LoopIndustries LOOP ... dd 11.33 +0.85 –.38 –.76 –.55 ...
5.59 2.52 GoldenOcean GOGL 5.8 dd 5.21 +0.47 .26 –.08 .71 .05 88.57
236.51
47.75
158.01
ICF Intl
ICU Medical
ICFI
ICUI
.7
...
26
55
82.13
208.92
+5.00
+4.44
3.59
4.69
4.28
6.79
4.30
7.03
.14
...
K 36.42 13.68 LoralSpace LORL .0 98 30.91 +5.51 ... 7.96 7.76 1.50
18.22 8.94 GolubCapital GBDC 7.8 92 14.95 +0.74 .37 1.15 1.14 .29 31.80 9.50 LordstownMotors RIDE ... dd 26.77 +1.59 .12 –.60 –1.00 ...
64.22 33.51 GoodRx GDRX ... cc 56.63 +10.01 ... .36 .31 ... 20.75 2.95 IDEAYA Bio IDYA ... dd 19.25 +1.67 –3.36 ... ... ... 317.60 110.19 KLA KLAC 1.2 33 288.03 +7.96 7.70 ... ... .90 61.46 4.00 Lovesac LOVE ... dd 57.57 +1.03 –1.07 .16 .26 ...
13.52 4.09 Goodyear GT ... dd 12.56 +2.01 –1.33 .23 .75 ... 522.90 168.65 IdexxLab IDXX ... 75 502.64 +23.96 6.71 7.39 8.67 ... 19.43 2.53 KLX Energy KLXE ... dd 11.02 +2.63 –21.60 ... ... ... 29.96 17.00 LuciraHealth LHDX ... ... 24.98 +7.98 ... ... ... ...
151.39 37.26 GooseheadIns GSHD .0 cc 149.80 +16.20 .22 .70 .95 1.1495 17.98 5.00 IEC Elec IEC ... 23 14.80 +0.19 .63 .79 1.02 ... 15.10 6.36 KVH Inds KVHI ... dd 14.77 +2.26 1.90 –.63 –.40 ... 399.90 128.85 lululemon LULU ... 78 334.08 +5.40 ... ... ... ...
11.19 2.00 GoPro GPRO ... dd 8.39 –0.56 ... ... ... ... 51.09 13.73 IES Holdings IESC ... 25 49.10 +3.62 1.94 –1.52 –.65 ... 5.73 2.30 Kadmon KDMN ... dd 5.32 +0.52 –.58 –.67 –.43 ... 112.08 59.06 Lumentum LITE ... 37 88.78 –5.02 1.75 6.43 6.92 ...
16.79 7.52 GossamerBio GOSS ... dd 10.52 +0.42 –3.29 –3.45 –2.81 ... 133.00 27.55 IGM Biosci IGMS ... dd 107.47 +12.13 ... –2.71 ... ... 112.00 50.49 KaiserAlum KALU 2.9 cc 98.63 +11.93 3.83 2.91 4.17 .72 47.80 9.45 LuminarTech LAZR ... cc 33.35 +0.65 .16 –.24 –.26 ...
33.70 20.12 GracellBiotech GRCL ... ... 30.57 +9.85 ... ... ... ... 96.23 19.00 II-VI IIVI ... dd 88.00 +3.93 –.79 3.43 3.95 ... 14.68 5.04 KalaPharm KALA ... dd 9.42 +1.99 –2.76 ... –1.75 ... 27.50 0.65 LuminarTechWt LAZRW ... ... 21.74 +2.63 ... ... ... ...
106.14 57.89 GrandCanyonEduc LOPE ... 18 94.09 +9.15 5.37 5.48 6.11 ... 65.55 10.55 I-Mab IMAB ... ... 62.00 +7.61 ... .56 –1.15 ... 20.50 2.82 KaleidoBiosci KLDO ... dd 11.21 –3.74 –3.36 ... ... ... 41.69 20.61 Luminex LMNX 1.4 75 29.57 +1.48 –.09 .44 .90 .10
37.88 12.50 GraybugVision GRAY ... ... 31.02 +0.37 ... –10.19 –2.37 ... 80.35 28.67 IndusRealty INDT .0 dd 65.12 +1.39 .72 ... ... 1.99 20.21 5.61 KalVistaPharm KALV ... dd 15.21 +0.01 –1.64 –2.69 –3.32 ... 36.72 6.74 LumosPharma LUMO ... dd 18.34 +1.14 –10.35 –3.37 –3.83 ...
8.07 2.25 GreatElmCap GECC 32.0 dd 3.11 –0.05 –.74 .63 .41 .083 262.55 98.04 IPG Photonics IPGP ... cc 238.43 +15.00 3.35 ... 4.94 ... 11.34 6.76 LutherBurbank LBC 2.3 13 10.00 +0.21 .75 1.27 1.48 .0575
13.33 4.40 Kamada KMDA ... 15 7.39 +0.92 .55 .42 .11 ...
3.33 1.31 GreatElm GEG ... dd 3.00 +0.19 –.51 ... ... ... 15.00 5.06 IRSA Prop IRCP ... ... 9.91 +0.81 9.09 .83 1.18 ... 54.50 14.56 Lyft LYFT ... dd 53.12 +8.66 ... –2.82 –1.73 ...
17.45 2.17 KandiTech KNDI ... dd 8.76 –0.14 –.14 –.06 –.19 ...
14.84 6.75 GreatLakesDredge GLDD ... 13 14.40 +0.77 .76 1.03 1.04 ... 37.85 13.01 i3Verticals IIIV ... dd 32.61 +3.59 –.03 .99 1.24 ... 22.00 8.76 LyraTherap LYRA ... dd 10.68 +0.11 ... –2.03 –1.92 ...
123.73 52.62 KarunaTherap KRTX ... dd 119.28 +20.05 –3.68 –2.60 –4.59 ...
58.46 32.23 GreatSouthernBncp GSBC 2.6 12 51.57 +2.40 4.21 4.00 4.29 .34 7.98 2.64 IVERICbio ISEE ... dd 5.63 +0.37 –1.39 –1.35 –.93 ...
29.61 13.39 KaryopharmTherap KPTI ... dd 16.18 +0.95 –3.22 –2.74 –2.05 ...
22.21
14.47
3.77
3.47
GreenPlains
GreenPlainsPtrs
GPRE
GPP
...
4.9
dd
6
20.66
9.88
+1.45
+0.11
–4.38
1.76
–1.36
1.77
–.23
1.66
...
.12
69.10
42.05
34.00
13.68
IcahnEnterprises
Ichor ICHR
IEP 13.4
...
dd
29
59.71
41.29
+3.85
+5.19
–5.38
1.42
–8.52
3.09
–.16
3.79
2.00
...
12.26 6.91 KearnyFinancial KRNY 3.0 17 10.65 +0.30 .55 .68 .72 .08 M
23.00 10.13 KellyServices A KELYA .0 dd 20.43 +0.91 ... ... ... .075
6.65 1.02 Greenlane GNLN ... dd 5.60 +1.18 –.96 ... –.07 ... 18.45 3.48 iClickInteract ICLK ... dd 17.46 +3.29 ... .14 .19 ...
223.62 104.28 Icon ICLR ... 33 200.18 –3.63 6.85 6.42 7.84 ...
90.36 10.35 KellyServices B KELYB .0 dd 20.02 +0.65 ... ... ... .075 64.39 15.03 Macom Tech MTSI ... dd 62.71 +5.85 –.69 1.87 2.11 ...
10.22 5.00 GreenlightCapRe GLRE ... dd 7.80 +0.29 ... ... ... ... 8.16 4.40 KY FirstFedBncp KFFB 6.2 dd 6.46 +0.15 –1.52 .18 .21 .10 3.24 1.01 MDC Partners MDCA ... dd 3.24 +0.49 ... .77 .91 ...
9.20 3.05 GreenSky GSKY ... cc 5.88 +0.95 .49 .16 ... ... 4.20 0.51 IconixBrand ICON ... dd 2.66 –0.19 –10.56 –.98 ... ...
88.80 19.10 KerosTherap KROS ... dd 65.48 +8.43 ... –4.14 –2.55 ... 83.26 47.19 MGE Energy MGEE 2.3 25 65.35 +1.67 2.51 2.67 2.86 .37
1.88 0.24 Gridsum GSUM ... ... 1.84 +0.05 ... .66 5.12 ... 18.31 4.31 iHeartMedia IHRT ... dd 13.99 –0.55 ... –1.16 .26 ...
453.68 196.78 Illumina ILMN ... 99 428.91 +2.47 6.74 ... 5.80 ...
33.69 18.98 KeurigDrPepper KDP 1.8 35 32.53 +0.73 .53 1.40 ... .15 62.50 21.64 MGP Ingredients MGPI .8 26 62.36 +4.46 2.27 2.32 2.59 .12
25.73 13.40 Grifols GRFS 1.8 15 17.23 –0.45 ... 1.21 1.38 .0097 13.45 6.96 KewauneeSci KEQU ... dd 12.72 –0.48 –1.70 1.53 2.16 ... 3.29 0.70 MINDTechnology MIND ... dd 2.24 +0.10 –1.10 –.96 –.05 ...
6.72 2.03 GrindrodShipping GRIN ... dd 5.16 +0.10 –2.29 ... .20 ... 62.71 12.47 Imara IMRA ... dd 14.10 +1.08 ... –3.82 –3.84 ...
10.48 2.51 KeyTronic KTCC ... 18 9.17 +0.64 .44 .80 1.20 ... 192.30 66.87 MKS Instrum MKSI .5 26 162.33 +4.26 6.33 ... ... .20
35.20 2.54 GritstoneOncology GRTS ... dd 16.21 –1.89 –2.81 –2.71 –3.20 ... 15.45 4.23 Immersion IMMR ... dd 14.24 +1.59 –.64 .33 .63 ...
9.79 2.18 KezarLifeSci KZR ... dd 5.30 –0.01 –1.84 –.96 –1.06 ... 13.40 3.76 MTBC MTBC ... dd 10.75 –0.67 –.60 ... –.95 ...
48.87 28.11 GroceryOutlet GO ... 43 40.62 –2.07 .19 ... ... ... 23.39 4.19 Immunic IMUX ... dd 17.79 +1.23 –.98 ... ... ...
45.81 20.60 Kforce KFRC 1.8 19 45.08 +2.43 5.50 ... 2.61 .20 60.69 13.15 MTS Systems MTSC .0 dd 58.91 +0.37 –14.16 1.42 1.83 .30
62.20 9.60 Groupon GRPN ... dd 35.68 +1.51 –.80 ... .55 ... 51.94 26.00 Immunocore IMCR ... ... 43.20 +17.20 ... ... ... ...
23.97 9.78 KimballElec KE ... 16 23.66 +4.49 .71 2.05 1.84 ... 67.78 16.33 MYR Group MYRG ... 19 60.04 +4.43 2.26 ... 3.36 ...
67.07 20.55 GrAeroportuario OMAB ... 29 48.79 +2.16 ... 27.40 52.22 ... 8.10 1.95 Immunogen IMGN ... dd 7.69 +0.56 –.70 –.53 –.73 ...
18.40 8.19 KimballIntl B KBAL 3.0 19 11.86 –0.23 ... .49 .76 .09 10.83 6.01 Macatawa MCBC 3.7 10 8.57 +0.27 .88 .76 ... .08
32.80 18.20 GuarantyBcshrs GNTY 2.4 14 32.06 +1.71 2.25 2.54 2.39 .1818 33.34 1.15 ImmunoPrecise IPA ... dd 15.06 –1.94 –.26 ... ... ...
67.44 17.01 KingsoftCloud KC ... dd 63.95 +13.68 ... ... ... ... 32.18 4.04 Macrogenics MGNX ... dd 22.86 +2.42 –3.16 –3.20 –2.10 ...
24.37 12.70 GuarFedBcsh GFED 2.9 13 20.50 +3.07 1.57 .63 1.04 .15 53.75 8.34 Immunovant IMVT ... dd 24.15 –14.88 –1.54 –1.17 –1.31 ...
28.67 10.30 KiniksaPharm KNSA ... dd 21.41 +1.72 ... –2.90 ... ... 137.28 56.82 MadrigalPharm MDGL ... dd 120.50 +1.74 –2.22 ... ... ...
168.52 55.90 GuardantHealth GH ... dd 162.59 +7.09 –.84 ... ... ... 7.95 0.53 Immutep IMMP ... dd 3.18 +0.14 –.23 –.19 –.17 ...
48.75 31.61 KinnateBio KNTE ... ... 37.96 +5.16 ... –1.58 –1.76 ... 5.92 2.46 MagalSec MAGS 20.6 47 5.25 +0.95 .07 .52 .75 1.079
4.94 2.67 GulfIslandFab GIFI ... dd 4.00 +0.56 –3.24 –1.15 .80 ... 63.29 11.47 Impinj PI ... dd 62.36 +9.39 –1.65 –.63 –.54 ... 95.43 30.60 MagellanHealth MGLN ... 18 94.18 +0.20 2.28 .31 2.09 ...
252.70 80.93 KinsaleCapital KNSL .2 63 189.82 +2.26 2.86 2.81 3.76 .09
6.42 2.64 Gulf Resources GURE ... dd 4.15 +0.15 –2.73 9.00 9.85 ... 113.46 39.55 InariMedical NARI ... cc 111.27 +15.85 ... –.38 –.36 ... 14.25 5.76 MagentaTherap MGTA ... dd 9.75 +0.91 –2.07 ... ... ...
29.79 0.56 Kirkland's KIRK ... dd 27.63 +2.17 –3.79 .71 1.67 ...
110.37 62.48 Incyte INCY ... dd 90.24 +0.49 2.05 –1.31 2.71 ... 17.49 6.31 MagicSoftware MGIC 2.1 34 16.34 +0.17 .26 .73 .78 .175
169.98 35.49 KodiakSciences KOD ... dd 149.93 +23.62 –1.25 ... –4.09 ...
H 81.81
22.41
49.25
9.19
IndependentBank
IndepBankMI
INDB
IBCP
2.4
4.1
21
8
76.85
20.32
+1.77
+1.96
3.64
2.53
3.74
...
3.91
...
.46
.21
100.47 22.17 KornitDigital KRNT ... dd 97.04 +6.41 .27 .69 .87 ... 58.50 4.09 Magnite MGNI ... dd 54.95 +20.31 –.48 –.02 .11 ...
36.37 19.99 KraftHeinz KHC 4.7 dd 33.80 +0.29 1.58 2.81 2.53 .40 14.30 7.50 MagyarBancorp MGYR ... 21 10.61 –0.40 .38 .19 .24 ...
32.75 9.12 H&E Equipment HEES 3.7 cc 30.01 +2.53 2.42 –.32 2.57 .275 70.19 20.35 IndependentBank IBTX 1.8 15 68.56 +7.14 4.67 4.94 4.86 .30 33.33 10.00 MakeMyTrip MMYT ... dd 28.56 +0.03 ... –.77 –.72 ...
31.54 5.00 KratosDefense KTOS ... cc 29.29 +2.75 .11 .15 .18 ...
19.59 9.11 HBT Finl HBT 3.9 12 15.42 +0.49 1.34 1.48 1.44 .15 24.37 12.95 IndLogistics ILPT 5.9 27 22.50 +1.29 .81 1.21 1.73 .33 81.81 18.02 MalibuBoats MBUU ... 23 75.20 +5.09 2.95 4.98 5.74 ...
39.60 25.50 KronosBio KRON ... ... 28.93 +1.44 ... –4.42 –2.43 ...
21.50 13.06 HMN Fin HMNF ... 9 19.00 +1.24 2.22 .78 3.10 ... 11.51 3.68 Infinera INFN ... dd 9.91 +0.06 –2.16 –.31 .20 ... 21.31 10.06 MalvernBancorp MLVF ... 19 16.15 +0.33 .47 .98 1.23 ...
75.00 33.08 KrystalBiotech KRYS ... dd 68.96 –0.74 –1.20 –1.79 –2.67 ...
37.04 4.38 0.60 InfinityPharm INFI ... dd 3.93 +0.46 –.83 ... –.58 ...
18.20 HMS Holdings HMSY ... 60 36.85 +0.03 .98 ... ... ... 45.45 16.91 Kulicke&Soffa KLIC 1.3 31 42.99 +7.32 .83 3.20 3.12 .14 5.45 0.56 MammothEnergy TUSK ... dd 4.52 +0.59 –1.76 –.71 –1.12 ...
13.68 5.80 Hookipa HOOK ... dd 12.19 +1.50 ... ... ... ... 9.70 2.52 InflaRx IFRX ... dd 5.53 +0.19 –2.29 ... –.81 ... 132.35 35.20 ManhattanAssoc MANH ... 96 130.46 +17.23 1.36 1.52 1.73 ...
43.00 6.35 KuraOncology KURA ... dd 33.45 +3.50 –1.51 –1.70 –1.97 ...
18.90 9.50 HackettGroup HCKT 2.6 71 14.45 +0.83 .72 .68 .99 .095 4.11 1.61 InfoSvcsGrp III ... 55 3.72 +0.19 .07 ... ... ... 20.32 6.49 Mannatech MTEX 3.5 6 18.48 –0.04 1.35 13.50 15.50 1.00
25.80 5.07 KuraSushiUSA KRUS ... dd 25.28 +2.63 –2.08 –2.33 –.22 ...
73.45 31.85 HailiangEduc HLG ... 28 57.55 –1.10 2.05 2.65 3.18 ... 52.09 32.21 InglesMarkets IMKTA 1.3 5 49.96 +2.40 8.82 4.30 4.70 .165 6.13 0.80 MannKind MNKD ... dd 4.70 +1.18 –.27 –.18 –.09 ...
50.97 15.20 Inhibrx INBX ... dd 39.02 +7.32 ... –2.64 –2.21 ... 91.92 25.43 KymeraTherap KYMR ... ... 77.61 +15.66 ... –1.44 –1.51 ...
45.42 18.12 HainCelestial HAIN ... cc 40.80 –0.79 –.77 1.30 1.50 ... 101.35 55.25 ManTechIntl MANT 1.4 28 88.77 –0.92 2.83 2.88 3.20 .32
67.99 13.14 InMode INMD ... 49 67.77 +8.91 2.09 1.87 2.16 ... 37.26
17.92
50.31
2.28
12.71
HallmarkFin
HalozymeTherap
HALL
HALO
...
...
dd
cc
4.26
48.92
+0.66
+1.33
–.03
–.50
–.23
...
.23
1.70
...
... 8.23 3.30 InnatePharma IPHA ... dd 4.39 +0.30 –.35 –.52 –1.20 ... L 4.05
23.62
1.10
MaravaiLifeSci
Marchex
MRVI
MCHX
...
...
...
dd
34.49
2.99
–0.35
+0.07
...
–.09
.36
–.23
.61
–.01
...
...
84.55 36.27 HamiltonLane HLNE 1.5 34 82.75 +7.38 2.15 2.41 2.40 .3125 6.78 0.75 Innodata INOD ... dd 6.66 +1.56 –.06 –.07 –.05 ... 5.70 0.77 MarinSoftware MRIN ... dd 2.78 +0.62 –1.95 –2.31 –.43 ...
41.41 14.32 HancockWhitney HWC 2.9 dd 37.30 +3.16 –.54 3.72 3.62 .27 106.91 56.71 Innospec IOSP 1.1 63 94.59 +6.80 4.54 2.69 3.88 .52 132.98 33.00 LGI Homes LGIH ... 12 116.30 +9.59 7.02 11.26 11.32 ... 17.14 4.16 MarinusPharma MRNS ... dd 13.60 +1.17 –3.96 –2.45 –2.07 ...
17.99 7.15 HanmiFinancial HAFC 2.7 11 14.75 +0.93 1.38 ... ... .10 8.24 1.20 InnovSolSuprt ISSC .0 37 6.99 +1.12 .19 .25 .11 .50 236.81 100.00 LHC Group LHCG ... 62 204.19 +4.97 3.07 5.00 5.59 ... 3.35 1.32 MarkerTherap MRKR ... dd 2.15 +0.23 –.47 –.50 –.68 ...
11.65 6.45 HarborOneBncp HONE 1.1 14 11.32 +0.46 .82 .93 .91 .03 15.62 7.58 Innoviva INVA ... 6 12.43 +0.42 2.02 2.19 1.12 ... 40.04 13.31 LKQ LKQ ... 19 37.91 +2.82 1.74 2.05 2.50 ... 606.45 275.50 MarketAxess MKTX .5 73 571.66 +30.90 7.85 8.35 9.33 .66
8.47 4.44 Harmonic HLIT ... dd 7.64 –0.12 –.30 .24 .41 ... 55.55 26.57 Inogen INGN ... dd 52.98 +4.05 .94 –.32 –.44 ... 127.20 32.01 LPL Financial LPLA .8 21 125.68 +17.34 5.86 6.98 ... .25 21.45 4.66 MarlinBusSvcs MRLN 4.1 dd 13.63 –0.62 2.20 2.60 2.62 .14
52.74 28.97 HarmonyBio HRMY ... ... 40.05 +4.19 ... –.72 1.26 ... 27.93 13.39 Inovalon INOV ... cc 26.92 +2.52 ... .75 .92 ... 11.22 2.50 LSI Inds LYTS 2.0 36 10.04 +0.43 .36 .29 .49 .05 150.97 46.56 Marriott MAR .0 cc 129.48 +13.17 3.80 ... 2.21 .48
25.24 10.27 HarpoonTherap HARP ... dd 19.92 +0.64 –2.56 –2.08 –2.13 ... 33.79 3.14 InovioPharma INO ... dd 12.84 +0.09 –1.21 –1.16 –.55 ... 15.90 8.95 LakeShoreBancorp LSBK 3.9 18 13.44 +0.43 .77 .36 ... .13 20.13 10.67 MartenTransport MRTN .9 20 16.90 +1.05 .84 .99 ... .50
9.92 3.33 HarrowHealth HROW ... dd 9.83 +0.83 .61 –.09 .41 ... 31.65 16.10 InozymePharma INZY ... ... 22.27 +1.23 ... –4.65 –2.50 ... 16.95 8.31 LakelandBcp LBAI 3.5 13 14.29 +1.18 1.13 1.41 1.47 .125 3.95 0.91 MartinMidstream MMLP 1.1 32 1.90 +0.19 –4.44 –.16 –.05 .005
4.99 1.39 HarvardBioSci HBIO ... dd 4.88 +0.24 –.12 .26 .16 ... 182.22 55.72 Inphi IPHI ... dd 165.50 –3.11 –1.20 3.78 4.40 ... 62.44 30.49 LakelandFin LKFN 2.2 19 62.00 +3.30 3.30 3.23 3.26 .34 55.70 16.45 MarvellTech MRVL .5 23 50.05 –1.41 2.34 ... ... .06
109.50 41.33 Hasbro HAS 2.8 34 97.28 +3.46 4.05 ... ... .68 21.93 3.91 Inseego INSG ... dd 19.80 +1.44 –.52 –.06 .17 ... 36.77 11.76 LakelandInd LAKE ... 10 36.50 +8.70 .41 4.03 1.73 ... 284.86 143.90 Masimo MASI ... 68 260.29 +4.37 3.44 3.48 ... ...
29.29 7.55 HawaiianHoldings HA .0 dd 22.24 +2.67 –11.08 –5.06 ... .12 84.21 28.25 InsightEnt NSIT ... 18 82.85 +6.75 4.43 5.93 6.48 ... 585.42 181.38 LamResearch LRCX 1.0 25 509.76 +25.81 15.10 ... ... 1.30 29.92 4.90 MasterCraftBoat MCFT ... dd 27.53 +2.00 –1.28 1.96 2.82 ...
59.89 26.82 Hawkins HWKN 1.7 16 56.40 +1.47 2.66 ... 3.72 .1225 44.37 12.09 Insmed INSM ... dd 42.46 +4.87 –3.01 –2.58 –2.67 ... 96.82 30.89 LamarAdv LAMR 2.3 37 87.50 +6.72 ... 2.18 2.98 .50 159.99 87.56 MatchGroup MTCH ... ... 159.82 +19.96 .49 2.25 2.90 ...
24.40 12.93 HawthornBcsh HWBK 2.6 9 19.68 +1.32 2.20 .51 .86 .13 28.16 10.00 InsteelInds IIIN .4 20 27.41 +2.17 .98 1.65 1.69 1.50 186.70 114.55 LancasterColony LANC 1.7 37 180.54 +5.96 4.97 5.45 5.90 .75 82.25 10.65 Materialise MTLS ... dd 71.00 +5.71 .03 –.08 .07 ...
29.84 15.29 HaynesIntl HAYN 3.9 dd 22.76 –0.43 –.53 ... .62 .22 298.43 121.00 Insulet PODD ... cc 281.17 +13.99 .19 .32 1.09 ... 12.24 7.48 Landec LNDC ... dd 10.95 +0.29 –1.31 ... ... ... 16.00 7.11 MatrixService MTRX ... dd 12.81 +1.02 –1.24 .23 .65 ...
32.46 12.25 Headhunter HHR 1.3 70 32.41 +1.50 .45 47.07 70.32 .50 71.19 34.21 IntegraLifeSci IART ... cc 68.17 +2.13 .58 2.35 2.93 ... 26.50 14.24 LandmarkBncp LARK 3.0 6 25.44 +1.83 4.10 .91 .92 .20 19.42 6.53 Mattel MAT ... dd 18.51 +0.39 –.62 .36 .54 ...
52.87 17.48 HealthCatalyst HCAT ... dd 51.88 +2.20 –12.86 –.90 –.47 ... 68.09 43.61 Intel INTC 2.4 12 58.18 +2.67 4.94 4.74 4.87 .3475 17.86 7.05 LandmarkInfrPtrs LMRK 6.7 dd 11.96 +0.40 .33 .63 .47 .20 36.16 17.01 MatthewsIntl MATW 2.6 dd 32.99 +2.46 –2.79 2.96 3.13 .215
35.80 15.80 HealthcareSvcs HCSG 2.5 27 32.40 –0.02 .87 1.10 ... .205 92.00 9.18 IntelliaTherap NTLA ... dd 69.21 +6.59 –2.11 ... ... ... 14.80 10.77 LandosBio LABP ... ... 11.05 –4.95 ... ... ... ... 50.00 11.78 MaxeonSolar MAXN ... ... 46.79 +6.19 ... –6.60 –3.13 ...
93.32 34.40 HealthEquity HQY ... cc 84.84 +1.29 .58 1.59 1.73 ... 13.38 1.91 Intellicheck IDN ... dd 13.23 +1.65 –.16 ... .27 ... 158.91 85.30 LandstarSystem LSTR .6 30 148.34 +8.94 4.98 ... ... .21 98.44 41.93 MaximIntProducts MXIM .0 33 89.20 +1.49 2.41 ... 3.25 .48
26.95 17.95 HealthStream HSTM ... 48 24.81 +1.53 .49 ... ... ... 70.69 34.20 InterParfums IPAR .0 67 67.47 +5.29 1.90 ... ... .33 18.88 8.67 Lantheus LNTH ... cc 18.80 +2.53 .79 .43 ... ... 22.14 14.80 McAfee MCFE 1.7 dd 20.57 +1.72 ... 1.36 1.45 .087
22.75 15.65 HeartlandExp HTLD .4 22 18.96 +0.19 .87 1.06 1.12 .02 72.54 33.70 InteractiveBrkrs IBKR .6 30 71.92 +10.73 ... 2.54 2.62 .10 25.87 7.43 LarimarTherap LRMR ... dd 18.54 +2.83 –14.64 –1.87 ... ... 83.95 44.32 McGrathRent MGRC 2.2 19 75.47 +5.68 3.93 3.91 4.16 .42
51.85 25.26 HeartlandFinUSA HTLF 2.0 12 44.61 +1.95 3.57 4.18 4.08 .22 99.60 23.78 InterceptPharm ICPT ... dd 34.88 –0.36 –10.89 –8.16 –6.04 ... 46.89 13.54 LatticeSemi LSCC ... cc 43.00 +2.89 .33 .67 .77 ... 7.10 1.29 MedallionFin MFIN ... dd 6.67 –0.18 –.07 ... 1.03 ...
34.88 17.99 Heidrick&Strug HSII 1.9 dd 30.96 +1.80 2.40 ... ... .15 68.36 31.04 InterDigital IDCC 2.1 34 65.91 +1.70 .66 1.38 1.66 .35 21.53 7.30 LaureateEduc LAUR ... dd 13.98 +0.97 ... –.99 5.61 ... 13.25 2.79 MediciNova MNOV ... dd 6.57 +0.80 –.30 –.32 –.08 ...
265.97 104.02 HelenofTroy HELE ... 25 229.39 –14.86 6.02 ... 11.97 ... 17.49 5.06 Interface TILE .4 dd 11.27 +1.23 1.34 1.13 1.10 .01 55.04 24.52 LawsonProducts LAWS ... 40 50.47 +0.88 .77 2.60 2.31 ... 6.07 1.44 MediWound MDWD ... dd 6.05 +1.22 .18 –.39 –.24 ...
60.37 29.03 HeliosTechnologies HLIO .6 86 60.19 +5.64 1.88 ... ... .09 42.86 15.60 IntlBcshs IBOC 2.7 15 40.16 +2.35 3.12 1.51 1.57 .55 3.18 1.15 LeapTherap LPTX ... dd 2.63 +0.30 –1.47 –.64 –.42 ... 150.57 58.72 Medpace MEDP ... 45 147.05 +14.26 2.67 ... ... ...
14.34 7.64 HemisphereMedia HMTV ... dd 10.50 +0.06 ... ... ... ... 31.46 5.97 IntersectENT XENT ... dd 24.07 +1.60 –1.37 –1.89 –1.32 ... 16.90 8.50 LegacyHousing LEGH ... 11 16.18 +2.01 1.18 1.44 1.53 ... 21.77 8.82 MeiraGTx MGTX ... dd 15.95 +1.62 –1.65 ... ... ...
74.89 41.85 HenrySchein HSIC ... 25 70.13 +4.28 4.65 2.97 3.76 ... 7.95 3.17 Intevac IVAC ... cc 6.74 +0.04 .04 –.73 .32 ... 43.24 24.64 LegendBiotech LEGN ... dd 27.45 +2.18 ... –1.37 –.55 ... 22.66 10.81 MelcoResorts MLCO .0 dd 17.37 +1.38 .78 –.58 –.27 .1651
11.95 6.04 HeritageCommerce HTBK 5.6 16 9.23 +0.45 .59 .68 .68 .13 35.84 10.94 Intra-Cellular ITCI ... dd 35.76 +3.61 –2.68 –3.55 –3.13 ... 50.53 18.76 LeMaitreVascular LMAT .8 53 48.27 +0.21 .88 .93 1.12 .095 2020.00 422.22 MercadoLibre MELI ... dd 1918.13 +138.62 –3.71 ... 2.75 ...
29.61 11.30 HeritageCrystal HCCI ... cc 22.54 +0.84 .36 ... .68 ... 20.98 9.84 Intricon IIN ... dd 20.68 +2.35 –.43 –.20 .34 ... 368.66 135.72 LendingTree TREE ... dd 342.64 +17.12 1.22 4.24 1.06 ... 33.99 17.09 MercantileBank MBWM 4.0 11 28.92 +1.77 2.71 2.26 2.13 .29
27.24 14.65 HeritageFin HFWA 3.4 19 23.83 +0.23 1.29 ... ... .20 398.12 187.68 Intuit INTU .6 52 389.38 +28.15 6.92 8.36 9.71 .59 32.84 19.15 Leslie's LESL ... cc 28.05 –0.55 ... .56 .64 ... 12.56 5.77 MercerIntl MERC 2.1 dd 12.23 +0.93 ... –.13 .34 .065
61.13 7.33 HibbettSports HIBB ... 18 59.94 +3.49 1.52 5.82 3.84 ... 826.81 360.50 IntuitiveSurgical ISRG ... 87 762.25 +14.61 8.82 12.49 15.35 ... 25.40 13.45 LevelOneBncp LEVL .9 9 22.28 +1.43 2.57 2.45 2.20 .05 96.29 52.24 MercurySystems MRCY ... 52 74.92 +3.86 1.56 ... ... ...
21.82 4.20 HighPeakEner HPK ... ... 14.35 –0.56 ... ... ... ... 19.06 9.01 Inventiva IVA ... dd 17.62 +2.91 –1.43 –1.24 ... ... 9.65 1.03 LexiconPharm LXRX ... dd 8.49 +0.58 1.16 –.74 –.39 ... 4.25 0.69 MereoBioPharma MREO ... dd 2.74 +0.02 –2.49 –1.42 –.32 ...
8.90 0.52 HighPeakEnerWt HPKEW ... ... 3.21 –0.19 ... ... ... ... 24.22 8.49 Investar ISTR 1.5 14 17.80 +1.67 1.27 2.01 2.31 .065 14.08 6.04 LexinFintech LX ... 27 9.99 +2.22 ... 3.85 12.10 ... 10.95 8.56 MeridaMergerCorp.I MCMJ ... cc 10.70 +0.54 .03 ... ... ...
12.70 1.73 HimaxTechs HIMX ... 46 12.56 +3.08 ... .61 1.04 ... 7.70 1.38 InvestcpCredit ICMB 11.8 dd 5.08 +0.26 –1.79 ... .70 .18 47.70 14.31 LiAuto LI ... dd 30.40 –1.85 ... –.70 .11 ... 18.36 8.88 MeridianBancorp EBSB 2.0 12 15.91 +0.76 1.29 ... ... .08
238.99 125.55 HinghamSvg HIFS .8 10 236.30 +17.04 23.25 4.58 4.41 .70 12.98 6.31 InvestorsBancorp ISBC 4.6 13 12.30 +0.79 .94 1.17 1.32 .14 162.26 80.14 LibertyBroadbandA LBRDA .0 cc 146.63 +1.46 ... 1.79 3.49 .4375 29.23 5.51 MeridianBiosci VIVO ... 18 29.02 +6.92 1.07 ... ... ...
15.98 9.52 HollysysAuto HOLI 1.3 13 15.06 +1.14 1.31 1.97 2.16 .20 194.26 96.45 InvestorsTitle ITIC 1.1 9 160.82 +17.82 16.59 1.36 2.11 15.00 165.23 86.20 LibertyBroadbandC LBRDK ... cc 148.61 +2.56 ... ... 3.36 ... 26.00 10.68 Meridian MRBK 2.3 5 22.00 +1.72 4.27 3.14 2.64 .125
February 8, 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
60.27 25.18 MeritMedical MMSI ... dd 58.69 +4.54 .10 1.52 1.85 ... 22.42 1.81 NobleMidstream NBLX 5.6 8 13.30 +1.73 3.08 2.16 2.09 .1875 70.82 30.79 PTC Therap PTCT ... dd 63.55 +5.73 –4.27 –6.30 ... ... 70.29 28.21 QAD A QADA .4 dd 70.18 +5.39 –.82 .85 .96 .072
8.86 1.49 MerrimackPharm MACK ... dd 7.44 +0.72 –1.30 –4.94 –4.12 ... 9.31 3.14 Noodles NDLS ... dd 8.90 +0.43 .04 –.24 .26 ... 103.19 49.11 Paccar PCAR 1.3 26 96.58 +5.36 3.74 5.73 6.71 .32 51.35 20.53 QAD B QADB .5 dd 49.80 +3.80 –.69 .85 .95 .06
29.09 4.12 MersanaTherap MRSN ... dd 23.58 +4.52 –.65 –1.45 ... ... 216.87 96.46 Nordson NDSN .8 44 188.07 +9.08 4.27 6.47 7.18 .39 41.65 2.20 PacBiosciCA PACB ... dd 36.22 +3.87 –.55 .17 –.47 ... 12.60 2.26 Q&K Intl QK ... ... 3.32 +0.59 ... –14.06 –9.91 ...
31.27 10.18 Merus MRUS ... dd 26.00 –1.52 –2.28 ... –2.24 ... 29.00 6.20 NortheastBank NBN .1 8 27.47 +1.41 ... ... 3.70 .01 7.28 2.95 PacificMercBncp PMBC ... 18 6.15 +0.25 ... .57 .65 ... 43.18 22.39 QCR Holdings QCRH .6 11 41.28 +2.50 3.80 4.20 4.22 .06
8.64 2.05 MesaAir MESA ... 9 7.13 +0.60 .78 .36 1.04 ... 15.66 4.70 NorthernTechsIntl NTIC 1.8 dd 14.33 +1.13 –.15 .48 .65 .065 37.87 13.93 PacificPremBncp PPBI 3.3 83 35.93 +2.68 .75 2.57 2.63 .30 21.19 8.62 QIWI QIWI 9.0 6 10.43 +0.74 ... 151.59 137.28 .34
307.97 181.90 MesaLab MLAB .2 dd 287.60 +10.46 .31 3.45 4.14 .16 104.45 60.67 NorthernTrust NTRS 2.9 18 97.16 +7.97 5.46 6.43 7.08 .70 77.89 27.46 PaciraBioSci PCRX ... 26 74.00 +7.92 –.27 ... 3.59 ... 22.00 6.72 QilianIntl QLI ... ... 7.10 +0.17 ... ... ... ...
21.28 3.12 Mesoblast MESO ... dd 9.61 +0.62 –.74 ... ... ... 16.22 8.72 NorthfieldBanc NFBK 3.3 18 13.22 +0.86 .76 .94 1.02 .11 19.61 10.40 PactivEvergreen PTVE ... ... 14.78 +0.65 ... –.50 1.90 ... 191.83 67.54 Qorvo QRVO ... 40 167.14 –3.74 2.80 ... ... ...
43.18 13.09 MetaFinancial CASH .5 13 42.16 +3.53 2.94 ... ... .05 40.63 17.32 NorthrimBanCorp NRIM 4.0 7 34.75 +2.63 5.11 3.50 2.77 .35 37.52 13.84 PacWestBancorp PACW 3.1 dd 32.74 +2.55 –10.61 3.57 3.72 .25 167.94 58.00 Qualcomm QCOM 1.8 25 145.84 –10.44 4.52 ... 8.16 .65
16.19 7.64 Metacrine MTCR ... ... 9.64 –0.09 –2.39 –1.82 –2.28 ... 15.99 8.52 NorthwestBcshs NWBI 5.8 22 13.17 +0.42 .62 1.01 1.01 .19 121.87 39.21 Palomar PLMR ... cc 104.35 +4.76 .49 .39 2.26 ... 57.28 41.08 QualtricsIntl XM ... ... 55.24 +11.24 ... ... ... ...
49.27 9.00 Methanex MEOH .4 dd 37.46 +4.35 –2.06 1.79 1.47 .0375 36.70 18.52 NorthwestPipe NWPX ... 12 31.80 +1.55 2.85 1.89 2.15 ... 40.11 10.61 PanAmerSilver PAAS .9 cc 32.06 –0.40 .55 .88 1.87 .07 148.84 63.37 Qualys QLYS ... 58 124.64 –13.83 1.68 2.86 2.97 ...
16.48 8.31 MetroCityBkshs MCBS 2.7 11 14.90 +0.66 1.41 1.77 1.99 .10 80.52 45.06 Northwestern NWE 4.3 18 56.44 +1.97 3.98 3.34 3.52 .60 27.75 10.28 PandionTherap PAND ... dd 17.96 –0.04 ... –2.09 –1.54 ... 84.99 10.90 Quanterix QTRX ... dd 79.80 +15.06 –1.63 ... ... ...
17.90 1.00 Michaels MIK ... 11 16.10 +0.60 1.78 2.19 2.32 ... 24.40 15.12 NortonLifeLock NLOK 2.4 dd 21.07 ... 6.05 1.42 1.59 .125 108.36 28.55 PapaJohn's PZZA .9 cc 101.80 –0.48 –.24 ... ... .225 8.49 1.26 Quantum QMCO ... dd 8.05 +0.92 –.14 –.15 ... ...
155.36 53.15 MicrochipTech MCHP 1.0 cc 145.44 +9.33 2.23 6.46 7.41 .3685 36.20 21.20 NorwoodFin NWFL 4.2 12 24.65 –0.03 2.09 1.29 1.25 .26 8.03 2.50 ParatekPharma PRTK ... dd 7.86 +1.37 –3.93 –1.61 –.12 ... 22.99 6.52 Quhuo QH ... dd 8.58 +0.48 ... .48 .42 ...
87.25 31.13 MicronTech MU ... 31 81.10 +2.83 2.37 ... 8.09 ... 81.16 25.70 NovaMeasuring NVMI ... 47 75.30 +5.67 1.26 2.03 2.18 ... 34.40 10.78 Park-Ohio PKOH 1.6 dd 31.50 +3.31 3.12 ... 2.67 .125 306.72 72.99 Quidel QDEL ... 28 237.00 –13.97 1.73 17.76 37.26 ...
245.09 132.52 Microsoft MSFT .9 36 242.20 +10.24 5.76 ... ... .56 135.58 66.44 Novanta NOVT ... cc 135.16 +10.24 1.16 2.34 ... ... 6.46 2.90 PartnerComms PTNR ... cc 4.49 –0.18 .03 .04 .15 ... 25.99 5.76 QuinStreet QNST ... 42 24.08 +2.91 .34 ... ... ...
806.01 90.00 MicroStrategy MSTR ... dd 806.00 +188.69 –.78 5.79 6.55 ... 300.00 6.26 Novavax NVAX ... dd 290.18 +69.24 –5.51 ... ... ... 38.23 8.09 PassageBio PASG ... dd 21.58 +2.92 ... –2.72 –2.78 ... 10.38 2.40 Quotient QTNT ... dd 5.29 –0.77 –1.44 –1.05 –.99 ...
12.40 0.15 MicroVision MVIS ... dd 11.54 +4.43 –.24 ... –.02 ... 182.74 53.40 Novocure NVCR ... cc 175.85 +14.89 –.07 .26 .44 ... 22.11 17.23 PatriaInvts PAX ... ... 22.08 +4.23 ... ... ... ... 28.46 2.28 QurateRetailB QRTEB .0 8 13.18 +0.61 ... ... 1.68 1.50
25.70 15.50 MidPennBancorp MPB 3.2 8 23.40 +1.64 3.10 2.88 2.61 .19 50.97 13.51 NuanceComms NUAN ... cc 50.38 +4.84 .07 .75 .86 ... 76.37 16.70 PatrickIndustries PATK 1.5 22 75.57 +6.51 3.85 4.03 ... .28 13.76 1.73 QurateRetailA QRTEA .0 8 13.12 +0.52 ... ... 1.68 1.50
149.39 41.73 Middleby MIDD ... 29 137.93 +2.21 6.33 ... 6.04 ... 10.59 3.81 NuCana NCNA ... dd 6.37 +0.59 –.84 ... ... ... 14.00 3.83 PatriotNatBncp PNBK ... dd 10.85 +0.60 –.72 1.37 1.43 ... 6.55 1.53 Qutoutiao QTT ... dd 3.74 +0.68 ... –3.61 .33 ...
85.92 48.79 MiddlesexWater MSEX 1.3 38 83.06 +3.46 2.01 2.13 2.22 .2725 52.38 15.21 NurixTherap NRIX ... dd 38.78 +2.40 ... –1.83 –1.77 ... 14.63 8.06 PatriotTransport PATI .0 61 8.99 +0.08 .08 ... ... 3.00
27.52
33.16
12.48
15.25
MidlandStBncp
MidWestOneFin
MSBI
MOFG
5.2
3.3
21
67
20.42
27.45
+2.03
+2.86
.36
.41
2.62
2.65
2.54
2.73
.28
.225
37.86
80.13
11.31
28.55
Nutanix
Nuvasive
NTNX
NUVA
...
...
dd
dd
33.58
57.72
+3.06
+3.98
...
1.23
–2.24
1.20
...
2.37
...
...
36.88
7.79
12.93
1.61
Patterson
PattersonUTIEn
PDCO
PTEN
3.3
1.3
dd
dd
31.90
6.24
+0.22
+0.09
–6.25
–4.27
1.94
–2.10
2.03
–1.61
.26
.02
R
22.00 1.69 MilestonePharm MIST ... dd 8.27 +0.89 –3.50 ... ... ... 589.07 180.68 NVIDIA NVDA .1 89 543.64 +24.05 4.52 9.70 ... .16 99.95 47.87 Paychex PAYX 2.7 31 91.63 +4.31 3.04 ... ... .62
41.42 14.39 MillerHerman MLHR 2.0 dd 37.79 +3.54 –.15 3.23 ... .1875 41.86 10.52 RaptTherap RAPT ... dd 20.73 +0.81 –9.89 –2.19 –2.65 ...
218.34 66.98 Paylocity PCTY ... cc 203.04 +15.58 1.15 1.67 2.07 ... 20.37 10.61 RBB Bancorp RBB 2.7 11 17.73 +1.13 1.65 ... ... .12
47.87
59.48
20.15
25.14
MillicomIntl
Mimecast
TIGO
MIME
...
...
dd
cc
36.98
42.70
–0.05
–0.36
1.48
–.04
–2.71
1.08
...
1.18
...
... O 274.94
31.72
82.07
11.15
PayPal
PeapackGladFinl
PYPL
PGC
...
.8
76
19
269.44
25.61
+35.13
+2.09
3.54
1.37
4.55
1.92
5.74
2.46
...
.05
189.97 77.63 RBC Bearings ROLL ... 46 179.84 +12.51 5.06 3.79 4.42 ...
2.72 1.45 Mind CTI MNDO 9.1 10 2.64 +0.19 .26 .21 .42 .24 50.00 6.52 RCI Hospitality RICK .3 dd 47.98 +9.50 –.66 ... 3.03 .04
48.12 13.60 ODP ODP .0 dd 46.77 +4.08 1.80 3.92 4.37 .25 147.26 38.01 Pegasystems PEGA .1 dd 139.98 +12.53 –1.14 .19 .15 .03 3.29 1.02 RCM Tech RCMT ... dd 2.97 +0.34 .31 –.34 .22 ...
15.22 1.81 MinervaNeurosci NERV ... dd 3.41 +0.22 –1.85 .03 –.35 ... 171.09 17.70 Peloton PTON ... cc 148.30 +2.17 ... ... ... ...
10.72 5.54 OP Bancorp OPBK 3.5 10 8.08 +0.49 .85 1.12 1.18 .07 54.97 20.03 REGENXBIO RGNX ... dd 46.33 +5.00 –2.58 –2.85 –4.66 ...
249.42 66.01 MiratiTherap MRTX ... dd 207.53 +2.20 –5.69 –8.14 –8.63 ...
6.47 1.12 OPKO Health OPK ... dd 5.30 –0.11 –.53 .03 .19 ... 129.00 3.75 PennNational PENN ... dd 128.91 +25.19 –5.00 1.65 2.29 ... 7.07 3.31 RF Industries RFIL .0 dd 6.17 +0.30 –.01 .30 .55 .02
27.43 9.14 MirumPharm MIRM ... dd 19.40 +1.28 –4.58 –3.59 ... ... 21.05 0.99 PennVirginia PVAC ... dd 11.21 +1.17 4.67 ... ... ...
18.83 6.71 Misonix MSON ... dd 18.75 +4.99 –1.19 –.91 ... ... 9.25 1.24 Orbcomm ORBC ... dd 8.46 +0.97 –.23 –.32 –.19 ... 31.98 22.08 RGC Resources RGCO 3.2 18 23.18 +0.67 1.30 1.34 1.43 .185
496.61 251.52 OReillyAuto ORLY ... 20 448.29 +22.82 17.88 16.89 19.80 ... 69.56 9.40 Pennant PNTG ... cc 55.63 +1.86 .11 .78 .95 ... 10.20 3.00 RISE Education REDU ... dd 5.93 +0.15 .37 –.23 .41 ...
20.92 11.75 MissionProduce AVO ... 51 20.74 +1.51 .45 .92 1.03 ... 6.73 1.76 PennantPark PNNT 8.4 dd 5.70 +0.50 –.24 .55 .56 .12
185.98 17.91 Moderna MRNA ... dd 176.24 +3.08 –1.55 ... 13.74 ... 98.26 49.96 OSI Systems OSIS ... 27 93.40 +3.38 4.05 5.16 5.50 ... 28.23 7.12 R1RCM RCM ... cc 27.92 +2.69 –.08 .32 .59 ...
11.25 0.98 O2MicroIntl OIIM ... ... 9.16 +0.21 –.19 .40 –.08 ... 32.75 18.72 PennsWoodsBncp PWOD 5.6 11 22.97 +1.43 2.16 1.58 1.53 .32 24.91 15.25 RackspaceTech RXT ... dd 22.26 –0.85 ... .80 1.13 ...
172.19 40.40 ModivCare MODV ... 86 172.19 +13.62 –.26 7.55 6.57 ... 16.36 9.37 People'sUtdFin PBCT 5.0 11 14.52 +0.86 1.32 1.28 1.29 .18
34.12 12.52 Momo MOMO .0 11 17.39 +2.11 ... 9.87 10.55 .76 6.02 2.33 OaktreeSpec OCSL 7.3 9 6.00 +0.44 .28 .53 .59 .12 14.77 6.57 RadiusGlbInfr RADI ... ... 12.98 –0.02 ... –2.74 –1.05 ...
16.10 2.80 OasisMidstream OMP 13.4 cc 16.10 +2.08 3.41 2.63 2.74 .54 33.38 17.91 PeoplesBncpOH PEBO 4.5 17 30.80 +0.30 1.73 2.46 2.42 .35 23.30 10.15 RadiusHealth RDUS ... dd 22.94 +4.24 –2.89 ... –.63 ...
63.95 12.83 MonarchCasino MCRI ... 75 57.52 +4.67 1.70 ... ... ... 28.76 13.30 PeoplesBncpNC PEBK 2.7 11 22.28 +2.18 1.95 .38 .57 .15
45.87 20.00 OasisPetrol OAS ... dd 45.12 +7.65 –.41 .55 7.84 ... 23.45 5.81 RadNet RDNT ... dd 19.24 +1.33 .29 –.22 .48 ...
60.00 41.19 Mondelez MDLZ 2.2 23 56.21 +0.77 2.47 2.88 3.10 .315
6.30 48.51 29.01 PeoplesFinSvcs PFIS 3.8 10 39.34 +3.32 4.00 ... ... .37 29.63 16.02 Radware RDWR ... 98 29.10 +0.75 .48 .66 .78 ...
9.30 1.15 MoneyGram MGI ... dd 8.59 +0.92 ... –.21 –.05 ... 1.63 ObsEva OBSV ... dd 3.87 +0.29 –2.49 ... ... ...
148.77 101.42 PepsiCo PEP 2.9 28 140.96 +4.39 5.20 5.76 6.22 1.0225
419.94 93.81 MongoDB MDB ... dd 412.66 +43.05 ... –1.05 –.98 ... 23.71 11.60 OceanFirstFin OCFC 3.6 18 18.84 +0.68 1.02 1.65 1.78 .17 3.98 1.75 RamacoRscs METC ... 73 3.15 +0.21 .61 ... ... ...
19.85 7.11 PerdoceoEduc PRDO ... 8 13.28 +1.45 .97 1.72 1.69 ...
24.30 3.78 OcularTherapeutix OCUL ... dd 19.76 +1.61 –1.91 –1.18 ... ... 21.32 9.01 Rambus RMBS ... dd 19.55 +0.56 –.39 1.21 1.31 ...
406.75 130.12 MonolithicPower MPWR .6 cc 359.51 +4.22 3.50 5.71 ... .50 61.40 18.88 Perficient PRFT ... 60 61.29 +6.68 1.15 2.40 2.74 ...
63.78 37.09 Monro MNRO 1.4 cc 62.42 +3.95 1.71 ... ... .22 46.50 12.56 OdonateTherap ODT ... dd 26.66 +3.55 –4.05 –4.15 –3.09 ... 24.70 7.92 RandolphBancorp RNDB ... 7 20.00 +1.00 .64 4.47 4.08 ...
2.17 0.54 PerformantFin PFMT ... dd 1.13 +0.06 –.50 ... ... ...
35.95 16.50 OfficePropIncm OPI 9.0 16 24.33 +1.19 .63 .24 –.08 .55 94.60 31.34 Rapid7 RPD ... dd 91.07 +4.25 –1.10 ... ... ...
95.11 50.06 MonsterBev MNST ... 41 91.10 +4.27 2.03 2.30 ... ... 20.61 3.43 PerionNetwork PERI ... 80 20.43 +5.91 .50 .58 .59 ...
245.52 102.59 Morningstar MORN .5 58 237.35 +7.46 3.52 3.18 3.54 .315 34.58 19.20 OhioValleyBanc OVBC 3.7 12 22.90 +1.41 ... ... ... .21 16.21 2.90 RattlerMidstrm RTLR 7.9 13 10.09 +0.53 ... .89 1.03 .20
9.15 4.51 Perma-PipeIntl PPIH ... dd 6.15 +0.06 .43 .66 .84 ...
39.08 9.90 Morphic MORF ... dd 37.98 +4.32 –2.69 –1.34 –1.80 ... 287.35 88.66 Okta OKTA ... dd 282.94 +23.93 –1.78 ... ... ... 39.10 16.01 RavenIndustries RAVN .0 59 35.76 +3.49 .97 .64 .78 .13
53.46 4.27 Personalis PSNL ... dd 41.03 +2.56 –1.39 ... ... ...
213.66 105.80 OldDomFreight ODFL .3 37 209.45 +15.45 5.68 7.20 8.18 .20 3.00 0.32 RealNetworks RNWK ... dd 2.97 +0.75 –.53 –.57 –.23 ...
35.73 18.21 MorphoSys MOR ... cc 28.92 –1.06 –.91 ... ... ... 31.08 25.05 PetcoHealth WOOF ... ... 26.35 +0.32 ... 3.27 3.61 ...
25.70 10.43 MotorcarParts MPAA ... cc 25.16 +2.53 –.39 1.40 1.89 ... 18.50 11.19 OldNatlBncp ONB 3.2 13 17.55 +0.76 1.36 1.44 1.37 .14 89.20 36.91 RealPage RP ... cc 86.70 +0.13 .60 1.92 2.16 ...
39.29 15.83 PetIQ PETQ ... dd 35.18 +0.52 –.51 .60 1.39 ...
5.22 1.78 MustangBio MBIO ... dd 4.67 +0.50 ... ... ... ... 13.26 5.96 Old2ndBcp OSBC .4 12 11.12 +1.30 .92 .97 .98 .01 29.30 5.00 RealReal REAL ... dd 24.06 +0.38 –2.11 ... ... ...
57.00 21.20 PetMedExpress PETS 3.2 23 34.79 –3.41 1.29 1.61 1.84 .28
31.00 9.24 MyriadGenetics MYGN ... dd 28.93 +1.38 –2.69 .17 –.14 ... 60.27 35.73 OlemaPharm OLMA ... ... 47.40 +4.95 ... –.98 –1.22 ... 238.62 88.17 ReataPharm RETA ... dd 114.95 +11.36 ... –7.55 –10.08 ...
21.99 13.50 Pharming PHAR ... 24 14.49 +0.19 .65 .63 .98 ...
123.52 28.83 Ollie'sBargain OLLI ... 26 91.38 –3.35 2.14 ... ... ... 55.00 29.90 RedRiverBcshs RRBI .5 13 49.55 +2.97 3.83 3.50 3.51 .06
30.94 20.00 Pharvaris PHVS ... ... 29.00 +9.00 ... ... ... ...
N 16.65
193.60
7.74
50.38
OlympicSteel
OmegaFlex
ZEUS
OFLX
.5
.7
dd
95
15.55
172.05
+1.90
–12.95
.34
1.71
–.48
.26
1.10
.33
.02
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6.85
64.54
2.60
22.06
PhaseBioPharm
PhathomPharm
PHAS
PHAT
...
...
dd
dd
4.31
43.55
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...
...
37.29
27.68
4.04
2.76
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RedRockResorts
RRGB
RRR
...
.0
dd
dd
28.74
26.86
+2.55
+3.38
–.61
–.05
...
–1.57
...
.99
...
.10
25.46 8.50 Omeros OMER ... dd 21.14 +1.68 –1.71 –2.51 –1.91 ... 85.42 9.63 Redfin RDFN ... dd 82.70 +11.49 –.88 –.35 –.01 ...
31.70 13.33 Napco Security NSSC ... 64 26.42 +0.50 .46 .68 1.22 ... 44.00 7.00 Phenixfin PFX ... dd 30.95 +2.56 –24.16 –.46 –.18 ...
137.99 54.24 Omnicell OMCL ... cc 128.24 +10.44 .74 3.54 3.98 ... 11.35 3.26 RedHillBio RDHL ... dd 8.73 +0.31 –1.40 –.88 –.65 ...
39.75 26.10 NBT Bancorp NBTB 3.1 14 34.42 +1.41 2.37 ... ... .27 28.51 16.27 PhibroAnimal PAHC 2.2 20 21.88 +1.14 ... 1.18 1.23 .12
39.43 8.17 ON Semi ON ... 69 38.39 +3.90 .56 1.60 1.96 ... 64.65 31.80 RegencyCtrs REG 4.8 cc 49.11 +1.93 1.43 .93 1.09 .595
32.05 9.24 NGM Biopharm NGM ... dd 26.68 +1.02 –.85 ... ... ... 15.55 8.31 Photronics PLAB ... 23 12.09 +0.99 .52 .72 .93 ...
37.86 14.60 Oncorus ONCR ... ... 24.00 +1.75 ... –3.62 –2.56 ... 664.64 377.44 RegenPharm REGN ... 16 498.98 –4.86 30.52 39.47 39.81 ...
288.73 110.59 NICE NICE ... 87 271.03 +9.75 3.00 5.68 6.31 ... 27.03 14.06 PilgrimPride PPC ... 28 21.10 +1.72 1.83 1.08 ... ...
39.61 11.15 1-800-FLOWERS FLWS ... 20 31.69 +0.96 ... 1.63 1.71 ... 64.37 32.56 RelayTherap RLAY ... dd 49.39 –0.19 –6.15 –4.81 –1.61 ...
30.81 15.49 NIC EGOV 1.3 31 28.20 +1.28 .75 1.01 1.01 .09 204.78 30.20 Pinduoduo PDD ... dd 196.16 +30.45 ... –3.70 ... ...
8.07 3.12 180DegreeCap TURN ... dd 6.90 +0.58 ... .10 .25 ... 54.00 23.25 RelmadaTherap RLMD ... dd 33.84 +1.16 –2.76 –3.63 –3.81 ...
35.66 8.06 NMI Holdings NMIH ... 10 22.03 +0.82 2.47 ... ... ... 74.69 27.80 PinnacleFinPtrs PNFP 1.0 18 73.18 +4.64 4.03 5.26 5.40 .18
56.76 15.00 1LifeHealthcare ONEM ... dd 55.90 +5.30 ... –.85 –.50 ... 28.80 9.91 RenalytixAI RNLX ... ... 25.66 –0.52 ... –.19 .31 ...
9.74 1.35 NN NNBR ... dd 7.00 +0.97 –1.13 –.11 .20 ... 3.23 0.75 PintecTech PT ... ... 1.39 +0.12 ... ... ... ...
15.00 5.20 111 YI ... dd 12.70 +1.68 ... –2.31 –1.74 ... 39.79 18.22 Renasant RNST 2.4 25 37.16 +1.76 1.48 ... 2.15 .22
184.13 58.41 NXP Semi NXPI .8 cc 181.99 +21.52 .19 9.32 10.38 .375 38.05 3.41 OneWaterMarine ONEW ... 11 36.82 +4.49 2.77 4.35 4.73 ...
5.23 1.85 Pixelworks PXLW ... dd 3.50 +0.44 –.24 –.39 –.21 ...
109.98 16.05 RenewableEnergy REGI ... 7 98.68 +9.08 8.78 3.05 6.57 ...
16.20 2.31 NabrivaTherap NBRV ... dd 2.90 +0.28 –11.20 –5.36 –3.35 ... 16.56 3.00 PlainsAllAmPipe PAA 8.1 dd 8.93 +0.56 2.71 –3.24 1.28 .18
99.89 8.55 Ontrak OTRK ... dd 82.24 +2.95 –1.56 ... –.26 ... 49.68 11.69 Rent-A-Center RCII 2.5 14 49.61 +6.31 3.10 3.49 3.86 .31
94.81 20.26 NanoXImaging NNOX ... ... 69.77 –6.01 –.75 –.98 –1.04 ... 17.09 3.04 PlainsGP PAGP 8.0 dd 8.98 +0.34 1.96 –2.22 ... .18
41.93 9.37 OpenLending LPRO ... dd 39.42 +3.13 .14 ... .85 ... 46.44 21.45 RepareTherap RPTX ... ... 36.71 –0.40 ... –2.12 –2.20 ...
21.55 15.89 Nanobiotix NBTX ... dd 17.93 +1.26 –2.63 ... ... ... 7.29 1.30 PlayaHotels PLYA ... dd 6.19 +0.87 –.03 –1.59 –.94 ...
49.83 29.12 OpenText OTEX 1.6 cc 48.74 +3.95 .86 3.23 3.39 .2008 226.97 78.41 Repligen RGEN ... cc 222.06 +22.06 .44 ... 1.65 ...
81.63 13.85 NanoStringTech NSTG ... dd 75.13 +5.10 –1.18 –2.79 –2.11 ... 36.06 28.51 Playtika PLTK ... cc 31.00 +1.86 ... ... ... ...
32.39 10.55 OpendoorTech OPEN ... dd 26.60 +0.48 ... –1.27 –.55 ... 54.85 8.58 Replimune REPL ... dd 43.39 +4.59 –1.54 ... –1.85 ...
6.60 1.10 NantHealth NH ... dd 4.51 +0.29 –.57 ... ... ... 86.87 35.16 Plexus PLXS ... 20 81.00 +4.08 3.93 4.89 5.35 ...
14.99 2.60 OpendoorTechWt OPENW ... ... 13.00 +1.88 ... ... ... ... 42.90 27.05 RepublicBcpKYA RBCAA 3.1 9 39.25 +3.16 3.99 3.91 3.95 .308
23.88 2.52 NantKwest NK ... dd 23.72 +4.85 –.70 –.77 –.84 ... 11.49 4.60 Opera OPRA ... 6 9.27 +0.66 .52 .22 .61 ...
35.63 19.43 PliantTherap PLRX ... dd 34.10 +9.49 ... –2.19 –2.92 ...
3.42 1.80 RepublicFirstBncp FRBK ... 50 3.33 +0.53 .07 .07 .01 ...
145.40 71.66 Nasdaq NDAQ 1.4 26 142.59 +7.32 5.59 6.29 6.80 .49 23.10 5.26 OportunFin OPRT ... dd 16.86 +0.85 .40 –1.04 1.68 ...
22.69 6.59 Pluralsight PS ... dd 21.24 +0.44 –1.19 –.13 ... ...
15.41 8.66 ResourcesConnect RGP 4.5 33 12.47 +0.93 .88 ... .84 .14
127.19 16.87 Natera NTRA ... dd 119.07 +12.43 –1.79 ... ... ... 19.45 8.64 PolyPid PYPD ... ... 9.91 +0.52 –.97 –2.18 –2.06 ...
18.06 10.62 OptheaADR OPT ... dd 10.90 –0.92 –.34 .03 –1.21 ... 17.30 5.84 RetailOppor ROIC .0 52 14.77 +0.68 .42 ... .38 .20
67.73 39.01 Nathan's NATH 2.3 21 61.47 +5.96 3.19 1.23 1.42 .35 401.29 160.35 Pool POOL .6 45 359.32 +5.14 6.40 ... ... .58
12.75 9.53 Optibase OBAS ... 10 11.30 –0.69 –.38 1.10 .70 ... 34.62 11.78 RevanceTherap RVNC ... dd 28.62 +3.18 –3.67 –4.34 –3.59 ...
196.43 35.71 NationalBeverage FIZZ .0 32 109.35 –42.19 2.78 ... ... 3.00 63.56 23.69 Popular BPOP 2.6 10 61.86 +5.11 5.87 6.39 6.69 .40
4.62 2.05 OpticalCable OCC ... dd 3.57 +0.33 –.83 .21 .16 ... 56.18 17.35 RevolutionMed RVMD ... dd 53.23 +11.09 ... ... –1.86 ...
9.85 1.62 NatlCineMedia NCMI 6.5 dd 4.30 +0.14 .46 ... –.07 .07 2.39 0.75 PortmanRidge PTMN 12.1 dd 1.99 –0.01 –.33 .20 .28 .06
10.00 3.14 Optinose OPTN ... dd 4.47 +0.49 –2.63 –2.07 –1.35 ... 36.00 21.61 ReynoldsCnsmr REYN 2.9 18 30.06 +0.06 ... 1.97 2.01 .22
47.40 20.42 NatlInstruments NATI 2.6 38 42.01 +0.61 1.09 .76 1.18 .27 20.88 5.74 OptionCare OPCH ... dd 19.89 +1.41 –.49 –.07 .38 ...
17.62 7.63 PoseidaTherap PSTX ... dd 9.00 +0.30 ... –3.10 –2.78 ...
43.26 12.99 RhythmPharm RYTM ... dd 33.27 +2.58 –3.86 ... –2.57 ...
70.25 34.00 NatlResearch NRC .0 34 50.28 +4.98 1.26 1.16 1.21 .21 104.98 66.10 Poshmark POSH ... ... 69.21 –0.57 ... ... ... ...
19.75 5.23 OraSureTechs OSUR ... dd 14.56 –0.67 .27 –.17 .97 ... 6.00 1.50 Potbelly PBPB ... dd 5.18 –0.21 –1.01 –1.62 –.68 ... 9.04 1.95 RibbonComms RBBN ... dd 8.86 +1.55 –1.19 .35 .46 ...
16.95 10.14 NatlSecurity NSEC 2.3 dd 10.61 –0.81 1.61 ... ... .06 13.15 3.76 OrchardTherap ORTX ... dd 7.39 +1.64 –1.76 –2.08 –1.39 ... 6.90 3.10 RichardsonElec RELL 4.0 dd 6.07 –0.31 –.14 .13 .50 .06
52.61 11.70 NationalVision EYE ... cc 49.07 +2.70 .40 ... .88 ... 53.82 22.40 PotlatchDelt PCH 3.3 20 49.94 +2.18 2.47 3.09 1.94 .41
2.85 1.01 OrganiGram OGI ... dd 2.34 +0.51 –.59 –.19 –.04 ... 39.29 15.62 PowellIndustries POWL 3.6 25 28.78 +0.11 1.42 .36 1.06 .26 5.24 1.23 RigelPharm RIGL ... dd 4.66 +1.02 –.40 ... ... ...
281.98 120.55 NatlWesternLife NWLI .2 7 192.30 +12.30 37.22 ... ... .36 40.81 18.60 OricPharm ORIC ... dd 33.77 +4.45 ... –2.95 –2.14 ... 9.94 0.77 RigNet RNET ... dd 9.79 +1.93 –.97 ... ... ...
15.98 4.75 NaturalAlt NAII ... cc 15.25 +0.88 –.25 .18 ... ... 99.05 38.57 PowerIntegrations POWI .5 73 86.19 +5.64 1.17 2.00 2.19 .13
36.39 15.98 OriginBancorp OBNK 1.2 22 33.62 +2.03 1.55 ... ... .10 9.33 2.55 PowerFleet PWFL ... dd 7.68 +0.58 –.59 –.06 .28 ... 8.28 2.22 RiminiStreet RMNI ... dd 7.90 +0.85 –.12 .23 .23 ...
33.66 16.38 NatusMedical NTUS ... dd 25.87 +1.50 –.47 1.50 1.70 ... 13.98 8.89 Orphazyme ORPH ... dd 12.51 +0.69 –2.53 –3.02 –.96 ... 7.35 3.77 RiverviewBncp RVSB 3.6 13 5.62 +0.41 .69 .55 .36 .05
14.87 4.07 Navient NAVI 5.1 6 12.43 +1.18 2.12 ... 3.19 .16 60.95 23.90 PraxisPrecision PRAX ... ... 53.61 +2.72 –12.43 –3.05 –2.04 ...
18.65 15.14 OrthoClinical OCDX ... ... 17.81 +1.31 –.73 ... ... ... 11.10 1.26 Precigen PGEN ... dd 8.10 –0.40 –2.09 –.82 –.53 ... 12.32 4.00 RiverviewFinl RIVE .0 dd 9.80 +0.30 –2.29 ... ... .075
103.95 65.32 nCino NCNO ... dd 76.40 +4.70 ... –.17 ... ... 46.57 22.11 OrthofixIntl OFIX ... 34 41.88 +1.47 –1.51 –.03 .71 ... 65.37 9.01 RocketPharm RCKT ... dd 64.17 +9.09 –1.58 –1.91 –2.13 ...
25.06 13.63 NektarTherap NKTR ... dd 20.18 +0.48 –2.52 –2.69 –2.43 ... 16.60 4.46 PrecisionBio DTIL ... dd 14.98 +2.86 –2.21 –2.19 –2.00 ...
55.98 32.21 OrthoPediatrics KIDS ... dd 50.45 +4.27 –.94 –1.34 –.69 ... 63.41 20.04 PreferredBankLA PFBC 2.4 11 50.98 +2.69 4.65 5.18 5.44 .30 3.85 0.83 RockwellMedical RMTI ... dd 1.37 +0.17 –.56 –.37 –.29 ...
38.75 18.67 NeoGames NGMS ... ... 29.62 +0.69 –.02 .25 .42 ... 9.67 2.81 OsmoticaPharm OSMT ... dd 4.60 +0.43 –5.17 –.66 ... ... 37.06 14.96 RockyBrands RCKY 1.5 16 36.50 +2.04 2.35 2.35 2.60 .14
87.34 48.91 Neogen NEOG ... 76 85.94 +5.07 1.13 1.18 1.32 ... 75.66 36.16 PreformedLine PLPC 1.1 11 70.51 +6.22 4.58 6.24 6.73 .20
6.98 1.53 Otonomy OTIC ... dd 5.47 +1.22 –1.45 –1.34 ... ... 89.06 23.69 PreludeTherap PRLD ... ... 84.21 +19.26 ... –2.10 –1.91 ... 8.86 2.55 RockyMtnChoc RMCF .0 dd 5.93 +1.59 .17 .86 .91 .12
18.13 5.81 NeoleukinTherap NLTX ... dd 13.89 +1.29 –2.57 –.70 ... ... 56.90 30.95 OtterTail OTTR 3.5 17 41.86 +2.17 2.17 2.35 2.49 .39 448.17 58.22 Roku ROKU ... dd 439.89 +50.86 ... –.61 –.47 ...
1.84 0.45 NeosTherap NEOS ... dd .89 +0.11 –.34 –.36 –.09 ... 18.00 8.21 PremierFinBncp PFBI 3.7 11 16.05 +0.68 1.64 .87 .67 1.00
66.96 42.50 OutsetMedical OM ... dd 54.74 +2.91 ... –3.82 –2.85 ... 29.57 29.48 13.57 Root ROOT ... ... 21.77 +1.62 ... –4.91 ... ...
5.88 2.70 Net1UEPS UEPS ... dd 4.69 –0.22 –1.37 ... .09 ... 128.50 2.47 Overstock OSTK ... cc 92.60 +15.00 –3.46 1.15 –1.15 ...
10.98 PremierFinl PFC 3.3 18 28.83 +1.07 1.75 ... ... .24
124.16 56.30 RossStores ROST .0 cc 118.72 +7.43 4.60 ... ... .285
70.64 34.66 NetApp NTAP 2.8 22 67.38 +0.94 3.52 3.89 4.34 .48 37.79 27.11 Premier PINC 2.2 18 35.18 +1.31 2.04 2.31 2.49 .19
9.40 1.80 OvidTherap OVID ... dd 3.19 +0.38 –1.54 –1.35 –1.23 ... 102.53 41.15 PriceSmart PSMT .7 35 99.40 +5.52 2.55 ... ... .35 147.64 59.78 RoyalGold RGLD 1.1 27 105.69 –1.19 3.03 ... 3.78 .30
128.38 53.17 NetEase NTES .7 43 124.02 +9.03 4.77 ... 27.75 .195 23.11 8.37 OxfordImmunotec OXFD ... dd 21.98 +0.13 –.07 –.60 –.11 ... 56.50 34.80 RoyaltyPharma RPRX 1.4 14 47.04 +0.03 ... 2.44 2.73 .17
593.29 290.25 Netflix NFLX ... 91 550.79 +18.40 6.08 9.70 12.99 ... 32.28 9.42 PrimorisSvcs PRIM .8 16 31.84 +2.74 1.61 ... ... .06
9.57 1.86 OxfordLane OXLC 12.0 dd 6.77 +0.54 ... 1.45 1.28 .0675 57.00 23.31 PrincipalFin PFG 4.3 12 52.61 +3.34 4.96 6.12 6.77 .56 15.99 3.35 RubiusTherap RUBY ... dd 13.81 +1.84 –2.08 –2.11 –1.92 ...
46.38 15.01 Netgear NTGR ... 21 39.42 –1.97 1.90 3.24 3.61 ... 9.11 2.26 RuhnnHolding RUHN ... dd 3.37 +0.42 ... –.32 1.02 ...
6.26 2.04 OxfordSquare OXSQ 10.8 dd 3.90 +0.37 –.69 .39 .37 .035 20.63 9.63 ProfessionalHldg PFHD ... 30 15.87 +0.90 ... ... ... ...
31.19 19.11 NetScout NTCT ... cc 30.59 +1.36 –.04 1.65 1.73 ... 47.35 18.17 RushEnt A RUSHA 1.3 19 42.89 +0.90 ... 1.86 2.44 .14
41.37 17.24 OysterPtPharma OYST ... dd 22.19 +3.42 ... –2.69 –3.65 ... 15.92 3.08 Progenity PROG ... dd 6.21 –0.67 ... –5.92 –3.06 ...
136.26 72.14 Neurocrine NBIX ... 28 116.14 +6.39 4.16 3.11 4.73 ...
63.16 38.09 OzonHoldings OZON ... ... 62.99 +14.65 ... –88.72 –94.26 ... 49.23 28.09 ProgressSoftware PRGS 1.7 24 42.36 +2.18 1.76 ... ... .175 43.48 14.43 RushEnt B RUSHB 1.4 17 39.88 +1.15 ... 1.86 2.44 .14
22.43 1.25 Neuronetics STIM ... dd 18.62 +0.99 –1.58 –1.52 –.80 ...
50.45 15.59 Progyny PGNY ... cc 49.92 +3.15 –.41 .18 .43 ... 24.42 2.32 RuthsHospitality RUTH .0 dd 19.39 +1.20 1.44 –.41 .50 .15
65.90 7.01 NewFortressEner NFE .8 dd 49.61 +4.93 –1.62 –.87 1.23 .10
14.45 4.62 NewMtnFin NMFC 10.0 dd 11.97 +0.52 1.22 1.38 1.22 .30 PQ 140.91 83.81 Proofpoint PFPT ... dd 129.20 +0.12 –2.86 1.98 2.33 ... 118.17 44.44 Ryanair RYAAY ... dd 104.52 +9.45 3.24 ... ... ...
6.37 0.98 NY Mortgage NYMT 10.0 dd 3.99 +0.26 .64 –1.09 .50 .10 9.43 3.40 ProQR Therap PRQR ... dd 5.00 +0.36 –1.54 –.92 –1.05 ...
26.48 10.44 NewellBrands NWL 3.5 dd 26.13 +2.11 .25 ... 1.47 .23 64.45 22.00 PAM Transport PTSI ... 18 55.74 +4.09 3.09 4.30 5.10 ... 6.86 3.68 ProspectCapital PSEC 10.5 ... 6.84 +0.54 ... ... .65 .06 S
12.33 2.49 Newmark NMRK .5 38 8.02 +1.26 ... ... ... .01 8.26 3.75 P&FIndustries PFIN .0 dd 6.35 +0.46 1.51 ... ... .05 25.65 5.30 ProtagonistTherap PTGX ... dd 22.38 +1.67 –2.98 –1.94 –1.95 ...
22.25 7.90 NewsCorp A NWSA .9 dd 21.22 +1.82 ... ... ... .10 15.70 7.31 PCB Bancorp PCB 3.0 13 13.23 +1.39 1.04 1.40 1.29 .10 67.08 15.86 ProtaraTherap TARA ... dd 20.21 +2.23 –30.15 –3.32 –1.70 ... 38.98 16.98 S&T Bancorp STBA 4.1 52 27.58 +2.18 .53 2.08 2.38 .28
21.58 7.88 NewsCorp B NWS 1.0 dd 20.82 +1.94 ... ... ... .10 53.72 30.10 PCConnection CNXN .0 22 51.89 +2.80 3.10 2.14 2.76 .32 21.46 10.95 ProtectiveInsA PTVCA 2.6 dd 15.38 +0.48 ... .75 1.25 .10 328.37 205.20 SBA Comm SBAC .7 dd 273.86 +5.19 1.28 2.02 2.72 .465
22.05 7.59 NewtekBusSvcs NEWT 9.4 ... 21.79 +1.22 ... 2.14 2.17 .47 11.05 3.95 PCTEL PCTI 2.6 46 8.39 +1.03 .21 .26 .41 .055 17.30 10.23 ProtectiveInsB PTVCB 2.8 dd 14.48 +0.41 ... .75 1.25 .10 11.90 4.20 SCYNEXIS SCYX ... dd 9.23 +1.76 –9.60 –1.89 –3.55 ...
131.00 43.37 NexstarMedia NXST 2.2 11 125.50 +11.83 4.80 ... 14.18 .70 25.84 4.51 PDC Energy PDCE ... dd 25.35 +3.64 –.89 –6.22 ... ... 14.98 7.10 Prothena PRTA ... dd 14.52 +3.31 –1.95 –2.79 –1.53 ... 69.61 35.41 SEI Investments SEIC 1.3 19 55.92 +3.07 3.00 ... ... .37
50.76 7.91 NextCure NXTC ... dd 12.62 +1.02 –2.15 ... ... ... 26.42 8.61 PDF Solutions PDFS ... dd 20.84 +1.52 –.17 .05 .45 ... 20.05 4.72 ProventionBio PRVB ... dd 14.83 +1.06 –1.06 –1.78 –2.12 ... 33.23 7.20 SI-BONE SIBN ... dd 32.51 +3.23 –1.55 ... ... ...
23.80 5.10 NextGenHlthcr NXGN ... cc 19.99 +0.21 .11 ... ... ... 14.64 7.31 PDLCommBncp PDLB ... dd 9.72 +0.30 –.29 ... .77 ... 22.46 11.40 ProvidentFin PROV 3.6 21 15.40 –0.65 1.01 .86 1.04 .14 8.10 3.96 SIGA Tech SIGA ... 17 6.80 +0.34 –.15 .90 .82 ...
11.00 4.76 NicholasFin NICK ... 10 10.80 +1.62 .45 1.80 1.91 ... 10.63 6.41 PICO PICO ... 40 9.03 +0.43 .57 –1.70 .24 ... 18.36 9.53 PrudentialBncp PBIP 2.2 12 12.69 +0.88 1.12 .13 .15 .07 45.68 26.04 Sina SINA ... dd 42.71 +0.89 –1.01 ... ... ...
93.99 10.34 Nikola NKLA ... ... 23.60 +0.51 ... –.54 –.92 ... 63.22 31.05 PMV Pharm PMVP ... ... 37.90 +3.76 ... –1.14 –2.30 ... 58.60 22.42 PubMatic PUBM ... ... 55.47 +15.72 ... .90 .16 ... 15.48 5.60 SLM SLM .8 7 15.34 +1.46 2.25 ... ... .03
9.99 0.72 9F JFU ... dd 1.72 +0.49 ... ... ... ... 37.51 10.61 PPD PPD ... cc 35.58 +3.42 .19 ... ... ... 69.48 37.64 Pulmonx LUNG ... dd 60.24 +3.52 ... –2.22 –1.22 ... 41.71 16.42 SMART Global SGH ... cc 41.04 +3.89 –.05 ... ... ...
74.00 43.25 908Devices MASS ... dd 68.00 +12.89 ... –.34 ... ... 47.35 19.40 PRA Group PRAA ... 11 36.12 +3.15 1.89 3.20 3.00 ... 14.95 5.50 PumaBiotech PBYI ... dd 12.26 +0.52 –1.95 ... ... ... 5.96 1.32 SMTC SMTX ... 43 5.88 +0.01 –.23 .42 .54 ...
53.00 6.08 NiuTech NIU ... cc 45.84 +2.11 ... 2.07 5.05 ... 137.88 58.67 PRA HealthSci PRAH ... 36 121.87 –1.37 3.68 4.67 5.85 ... 63.95 33.00 PureTechHealth PRTC ... 3 53.53 –0.47 14.96 –.73 –3.86 ... 12.08 6.75 SocTelemed TLMD ... ... 7.80 +0.45 ... –.39 –.23 ...
79.16 22.46 Nkarta NKTX ... dd 47.74 +8.08 ... –3.82 –2.09 ... 7.89 1.77 PRGX Global PRGX ... dd 7.54 +0.02 –.60 .22 .39 ... 41.08 4.42 PurpleInnovation PRPL ... dd 38.04 +4.00 –.51 ... ... ... 2.40 0.60 SocTelemedWt TLMDW ... ... 1.28 +0.03 ... ... ... ...
38.56 9.04 nLIGHT LASR ... dd 33.81 +2.13 –.35 .11 .33 ... 142.92 43.90 PTC PTC ... cc 142.73 +9.82 1.12 3.14 ... ... 9.02 4.90 Puyi PUYI ... dd 6.15 +0.15 –.08 ... ... ... 46.67 0.55 SPI Energy SPI ... dd 11.24 +1.49 –1.20 .30 .70 ...
M22 BARRON’S February 8, 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
46.65 14.44 SP Plus SP ... dd 33.14 +4.14 2.20 .56 1.46 ... 12.86 8.53 SpokHoldings SPOK 4.3 dd 11.75 +0.63 –.56 1.00 1.00 .125 27.91 15.03 TowneBank TOWN 2.8 13 25.83 +2.63 2.01 1.86 1.87 .18 15.71 2.01 VeronaPharma VRNA ... dd 8.35 +0.45 –3.09 –2.03 ... ...
118.06 31.28 SPS Commerce SPSC ... 94 107.74 +8.85 .94 1.48 1.59 ... 18.46 4.08 SportsmansWrhs SPWH ... 11 17.63 +0.11 .46 1.92 1.13 ... 160.83 63.89 TractorSupply TSCO 1.4 24 151.50 +9.76 6.38 ... 7.23 .52 16.00 6.02 VerricaPharm VRCA ... dd 13.96 +2.21 –1.13 –1.59 –1.87 ...
74.00 29.51 SS&C Tech SSNC .8 32 69.39 +6.51 1.66 ... ... .14 89.36 19.50 SpringWorks SWTX ... dd 88.91 +5.60 ... –1.47 –2.10 ... 972.80 136.00 TradeDesk TTD ... cc 855.06 +89.07 ... 4.98 5.00 ... 37.68 21.11 Vertex VERX ... dd 34.03 +1.18 ... .43 .22 ...
25.32 9.00 SSR Mining SSRM ... 35 17.22 –0.38 .47 1.42 2.09 ... 28.00 13.00 SproutsFarmersMkt SFM ... 11 22.31 –0.34 1.25 ... ... ... 69.06 33.23 Tradeweb TW .5 73 65.00 +4.21 ... 1.43 1.57 .08 306.08 197.47 VertxPharm VRTX ... 21 215.26 –13.82 10.29 11.22 12.77 ...
497.85 127.39 SVB Fin SIVB ... 21 490.91 +53.13 22.87 19.78 21.95 ... 35.60 15.12 SpruceBio SPRB ... ... 20.81 +0.08 ... –4.30 –2.47 ... 11.33 2.87 TransActTechs TACT ... dd 8.55 –0.70 .07 ... ... ... 58.68 13.12 ViacomCBS A VIACA 1.8 25 54.06 +5.40 ... 4.29 4.12 .24
28.02 9.35 SVMK SVMK ... dd 27.64 +2.43 –.56 –.68 –.62 ... 117.64 23.20 StaarSurgical STAA ... cc 115.96 +13.38 .30 .30 ... ... 43.00 16.50 Transcat TRNS ... 46 43.00 +6.43 1.08 .94 1.27 ... 60.73 10.10 ViacomCBS B VIAC 1.8 25 54.04 +5.54 ... 4.29 4.12 .24
22.47 5.55 SabraHealthcare SBRA 6.7 26 17.88 +1.09 .37 .65 ... .30 325.13 79.96 Stamps.com STMP ... 32 256.60 +28.29 3.33 11.26 8.06 ... 31.19 6.80 TranslateBio TBIO ... dd 30.92 +7.04 –2.20 –.84 –.48 ... 68.40 25.10 ViaSat VSAT ... dd 53.96 +10.42 ... ... .61 ...
22.53 3.30 Sabre SABR .0 dd 12.53 +1.75 .57 ... –1.02 .14 12.22 3.86 StarBulkCarriers SBLK 1.1 cc 11.73 +1.12 –.17 ... 2.24 .05 24.77 10.10 TransMedics TMDX ... dd 22.69 –0.09 –2.36 –1.19 –.70 ... 23.10 12.75 Viatris VTRS ... 35 17.90 +0.91 .03 ... ... ...
94.58 65.45 SafetyInsurance SAFT 4.7 10 76.35 +2.91 6.46 7.40 4.50 .90 8.84 1.99 StarEquity STRR ... dd 3.72 +0.18 –2.56 –1.46 .09 ... 35.99 5.51 TravelCenters TA ... 9 31.97 +4.48 4.12 .34 1.17 ... 17.01 8.08 ViaviSolutions VIAV ... cc 16.58 +1.13 .12 ... ... ...
31.95 16.25 SagaComm SGA .0 dd 21.47 –1.03 ... 2.21 2.42 .32 107.75 50.02 Starbucks SBUX 1.7 cc 106.48 +9.67 .79 ... ... .45 14.71 3.04 Travelzoo TZOO ... dd 13.02 +2.01 .35 –.84 .31 ... 103.59 30.42 Vicor VICR ... cc 95.45 +8.91 ... .38 1.04 ...
98.39 25.01 SageTherap SAGE ... dd 80.13 –0.52 –13.38 –9.14 –5.78 ... 31.80 12.07 StateAutoFin STFC 2.4 dd 16.78 +0.24 1.96 ... ... .10 33.09 8.98 TravereTherap TVTX ... dd 31.77 +6.52 –3.46 ... ... ... 26.04 10.18 VictoryCapital VCTR .9 9 24.73 +3.51 ... 3.41 3.49 .07
203.58 61.46 Saia SAIA ... 42 187.65 +10.90 4.30 ... 6.34 ... 5.00 0.90 StealthBioTher MITO ... dd 1.73 +0.20 –2.28 ... ... ... 17.90 9.90 TreanInsurance TIG ... ... 15.56 +0.67 –6.32 ... .93 ... 70.66 25.02 VielaBio VIE ... dd 52.85 +18.17 –7.02 ... ... ...
2.62 0.65 SalemMedia SALM .0 dd 1.81 +0.16 ... –2.12 ... .025 3.18 1.51 StealthGas GASS ... 8 2.73 +0.08 .05 .34 .71 ... 6.12 1.63 TremontMortgage TRMT 1.0 4 4.05 +0.17 .77 1.14 .87 .53 7.36 1.11 ViewRay VRAY ... dd 5.10 +0.66 –1.18 –.73 –.70 ...
42.88 33.49 SanaBiotech SANA ... ... 39.12 ... ... ... ... ... 42.10 14.98 SteelDynamics STLD 2.7 15 37.63 +3.36 2.59 3.90 2.94 .25 8.50 1.33 TreviTherap TRVI ... dd 3.39 +0.41 –2.28 –1.73 –1.87 ... 10.09 3.26 VikingTherap VKTX ... dd 9.67 +2.36 –.36 –.55 –.78 ...
149.27 102.13 SandersonFarms SAFM 1.3 cc 140.18 +3.99 1.27 2.74 6.19 .44 40.98 22.72 StepStone STEP ... cc 37.27 +2.15 ... .64 .75 ... 15.87 4.91 TribunePub TPCO .0 dd 15.39 +0.78 –.85 .63 .60 .25 27.88 16.48 VillageSuper A VLGEA 4.7 12 21.39 +0.32 1.72 2.13 2.30 .25
36.91 18.00 SandySpringBncp SASR 3.6 17 35.48 +2.25 2.18 3.55 3.48 .32 79.50 38.45 Stericycle SRCL ... dd 68.95 +3.47 –3.81 2.30 3.15 ... 38.50 3.74 Tricida TCDA ... dd 7.16 +0.58 –3.72 –5.32 –3.76 ... 19.46 15.00 VinciPartnersInvt VINP ... ... 18.75 +1.70 ... ... ... ...
92.51 66.35 Sanfilippo JBSS .7 18 86.88 +6.45 ... 4.50 ... 2.50 24.49 6.72 SterlingCnstr STRL ... 11 22.02 +1.55 1.47 ... ... ... 41.19 23.05 TriCoBancshares TCBK 2.2 18 39.50 +2.20 2.16 2.92 2.81 .22 8.25 4.20 ViomiTech VIOT ... 25 7.50 +0.02 ... ... ... ...
19.43 4.81 SangamoTherap SGMO ... dd 14.64 +0.98 –.85 ... ... ... 39.18 16.38 StevenMadden SHOO .0 dd 36.48 +2.88 1.69 .58 1.66 .15 35.06 18.05 TriMas TRS ... dd 33.42 +1.77 2.16 ... ... ... 23.82 4.98 ViperEnergyPtrs VNOM 2.7 dd 14.85 +1.11 .75 .12 .19 .10
35.61 18.34 Sanmina SANM ... 16 34.32 +3.22 1.97 3.49 3.64 ... 113.76 10.90 StitchFix SFIX ... dd 82.06 –13.38 –.66 –.27 ... ... 74.00 20.01 Trimble TRMB ... 37 72.27 +6.36 2.03 ... ... ... 141.01 16.09 VirBiotech VIR ... dd 66.72 +2.18 –5.76 ... ... ...
55.00 37.62 Sanofi SNY 2.4 10 48.21 +1.00 1.25 3.73 4.17 1.6994 47.98 22.98 StockYardsBncp SYBT 2.3 18 46.90 +1.70 2.59 2.36 2.93 .27 6.30 0.56 TrinityBiotech TRIB ... 21 5.87 +1.10 –1.40 .10 .32 ... 4.10 1.82 VircoMfg VIRC ... dd 3.31 +0.56 .15 .10 .31 ...
35.85 13.55 SapiensInt SPNS ... 54 33.87 +1.21 .28 .98 1.04 ... 71.58 15.82 StokeTherap STOK ... dd 63.07 +1.99 –1.80 ... ... ... 15.40 14.00 TrinityCapital TRIN ... ... 15.00 ... ... ... ... ... 29.76 16.55 VirtuFinancial VIRT 3.5 7 27.64 –0.13 –.53 ... 2.41 .24
181.83 78.06 SareptaTherap SRPT ... dd 95.79 +6.39 –9.71 ... –5.72 ... 87.42 17.72 StoneCo STNE ... cc 85.71 +13.81 ... 3.08 5.53 ... 37.45 20.10 Trip.com TCOM ... dd 34.92 +3.09 1.79 ... ... ... 247.01 55.37 VirtusInvtPtrs VRTS 1.4 24 241.65 +31.65 10.02 27.81 32.49 .82
36.10 3.50 SatsumaPharm STSA ... dd 6.40 +0.58 –4.80 ... ... ... 65.44 28.01 StoneX SNEX ... 7 61.92 +8.40 8.61 6.58 8.02 ... 36.19 13.73 TripAdvisor TRIP ... dd 35.90 +4.93 ... –1.17 1.92 ... 52.81 19.48 Virtusa VRTU ... 41 51.19 +0.14 1.42 ... ... ...
3.17 1.00 Savara SVRA ... dd 1.94 +0.41 –1.95 –.66 –.41 ... 52.26 11.89 Stratasys SSYS ... dd 51.72 +10.21 –.20 ... .07 ... 23.16 7.59 TriStateCapital TSC ... 16 20.97 +2.62 1.30 1.35 1.92 ... 147.55 38.69 Visteon VC ... dd 139.50 +12.02 2.48 1.03 3.45 ...
34.10 13.78 ScanSource SCSC ... dd 29.20 +5.01 –7.59 ... ... ... 187.98 81.83 StrategicEd STRA 2.7 18 90.41 +2.04 3.67 6.80 6.16 .60 15.45 6.50 Triterras TRIT ... cc 7.33 +0.03 –.10 ... ... ... 43.30 23.78 VitalFarms VITL ... 98 26.46 +1.73 ... .23 –.02 ...
42.19 10.09 SchnitzerSteel SCHN 2.3 55 32.40 +2.88 ... ... ... .1875 67.28 11.74 Strattec STRT .0 30 58.01 +3.26 –2.04 ... 6.73 .14 65.63 19.03 TriumphBancorp TBK ... 25 64.06 +6.72 2.53 3.59 3.74 ... 17.00 11.32 Vitru VTRU ... ... 15.70 +0.60 –.03 .54 .69 ...
64.85 9.53 ScholarRock SRRK ... dd 64.66 +5.00 –1.85 –2.50 –2.54 ... 31.74 12.00 StratusProp STRS ... dd 25.60 –0.54 –.30 –1.54 –1.59 ... 5.88 1.25 trivago TRVG ... dd 2.62 +0.10 ... –.68 .02 ... 20.25 11.46 Vodafone VOD 5.7 19 18.59 +1.44 –.35 ... ... .5325
35.40 18.80 Scholastic SCHL 2.2 dd 27.21 +1.44 ... .60 1.48 .15 4.63 1.50 StrongbridgeBio SBBP ... dd 3.10 +0.40 –.91 –.64 –.56 ... 6.47 1.98 TrueCar TRUE ... dd 5.00 +0.52 –.52 –.04 –.14 ... 14.40 4.18 Vonage VG ... dd 13.72 +1.24 –.08 ... ... ...
100.75 26.06 Schrodinger SDGR ... dd 99.63 +9.30 ... –.39 .05 ... 26.24 13.48 SummitFin SMMF 3.0 9 22.47 +1.77 2.41 2.94 2.62 .17 125.57 22.48 Trupanion TRUP ... dd 119.22 +7.02 –.05 ... ... ... 63.62 18.00 VorBiopharma VOR ... ... 37.50 +19.50 ... ... ... ...
48.22 3.76 ScientificGames SGMS ... dd 47.18 +7.96 –1.40 –5.47 –.04 ... 18.25 6.50 SummitStateBk SSBI 3.4 8 14.21 –0.16 1.73 .67 .56 .12 8.03 4.30 TrustcoBank TRST 4.2 12 6.51 +0.29 .54 .57 .61 .0681 14.62 6.26 VoyagerTherap VYGR ... 7 7.45 –0.10 –1.21 .82 –2.47 ...
18.75 5.82 SciPlay SCPL ... 20 17.29 +1.32 1.43 .95 1.05 ... 9.00 1.28 SummitTherap SMMT ... ... 8.96 +2.00 –.17 –.80 –.83 ... 32.87 20.08 Trustmark TRMK 3.2 12 29.12 +1.65 2.51 2.08 ... .23 75.49 32.00 Vroom VRM ... ... 46.71 +9.88 ... –1.45 –1.34 ...
47.86 5.34 ScopusBio SCPS ... ... 9.47 –0.78 –.22 ... ... ... 46.37 16.71 SumoLogic SUMO ... dd 36.21 +1.80 –6.18 –.91 –.56 ... 4.51 0.73 Tuniu TOUR ... dd 2.68 +0.83 ... ... ... ...
11.99
16.58
5.00
5.36
scPharm
ScrippsEW
SCPH
SSP
...
1.3
dd
39
6.76
15.90
+0.42
+1.09
–1.77
...
–1.40
1.81
–1.47
.46
...
.05
10.58
16.58
1.00
1.33
SundanceEnergy
SunOpta
SNDE
STKL
...
...
...
dd
2.79
15.82
–0.31
+1.64
–5.76
–.10
–6.53
...
–4.02
.09
...
...
139.81
31.03
31.30
4.05
TurningPtTherap
TurtleBeach
TPTX
HEAR
...
...
dd
11
133.39
29.43
+7.90
–0.47
–2.99
1.04
–3.77
1.77
...
1.36
...
...
W
4.55 0.69 SeaChange SEAC ... dd 1.28 +0.10 –.24 –.49 –.24 ... 57.52 2.64 SunPower SPWR ... cc 43.53 –10.48 .15 ... ... ... 43.80 9.34 21 Vianet VNET ... dd 40.59 +2.86 ... ... ... ... 19.98 6.61 WaveLifeSci WVE ... dd 11.56 +1.39 –5.72 –3.75 –1.58 ...
34.08 13.30 SeacoastBkgFL SBCF ... 22 32.11 +1.66 1.44 1.79 1.81 ... 100.93 7.84 SunRun RUN ... cc 75.08 +5.81 .21 –.09 .18 ... 10.53 4.66 TwinDisc TWIN ... dd 8.58 +0.28 –3.03 –.74 –.06 ... 332.84 151.16 WD-40 WDFC .8 60 315.50 +11.09 4.40 ... 5.96 .67
77.07 39.02 Seagate STX 3.9 18 69.44 +3.32 3.79 5.04 5.82 .67 35.08 15.76 SuperMicroComp SMCI ... 19 31.95 +0.95 1.60 2.45 3.42 ... 214.07 18.52 TwistBiosci TWST ... dd 158.02 –6.52 –3.57 –3.03 –2.67 ... 47.78 17.84 WSFS Financial WSFS 1.1 20 45.26 +2.29 2.27 3.30 ... .12
213.94 90.57 Seagen SGEN ... 75 190.61 +26.34 –.96 –3.00 –1.47 ... 28.58 6.10 SuperiorGroup SGC 1.6 13 25.75 +2.92 .79 2.21 1.27 .10 49.46 11.51 2U TWOU ... dd 46.23 +5.33 –3.83 –1.00 –.60 ... 16.89 13.00 WVS Financial WVFC 2.7 15 15.05 +0.35 1.41 1.56 1.12 .10
18.98 4.02 SeaSpine SPNE ... dd 17.68 +1.42 –2.07 –1.46 –.98 ... 31.51 13.12 SupernusPharms SUPN ... 12 29.42 +0.03 2.10 2.47 1.78 ... 39.75 9.75 WW Intl WW ... 19 25.40 –1.16 1.72 1.72 2.19 ...
6.95
16.31
2.11
5.29
SecooHolding
SecureWorks
SECO
SCWX
...
...
57
dd
2.84
15.03
+0.17
+1.19
...
...
5.37
...
11.09
...
...
...
14.40
5.01
1.38
1.46
SurfaceOncol
Surgalign
SURF
SRGA
...
...
dd
dd
11.17
2.67
+0.11
+0.99
–1.97
–2.91
–.24
–.72
–1.88
–.40
...
...
U 5.85 0.26 Waitr WTRH ... dd 4.04 +0.50 –4.00 ... ... ...
55.49 33.36 WalgreensBoots WBA 3.8 dd 49.81 –0.44 .52 4.81 5.23 .4675
9.96 3.67 SecurityNatFin SNFCA ... 4 9.57 +0.97 .56 ... ... ... 42.87 4.00 SurgeryPartners SGRY ... dd 36.92 –0.36 –2.29 –1.30 –.03 ... 64.20 29.17 UFP Inds UFPI 1.0 17 61.06 +7.12 2.91 ... 4.03 .15 39.61 25.61 WarnerMusic WMG 1.3 dd 37.92 +2.83 –.82 .65 1.03 .12
86.55 44.00 Seer SEER ... ... 65.90 +3.50 ... –.86 –.67 ... 49.00 22.06 Surmodics SRDX ... cc 45.23 –0.27 .08 .06 .59 ... 77.53 39.47 UMB Fin UMBF 1.7 13 76.44 +5.47 5.93 5.57 5.43 .32 35.18 20.01 WashingtonFederal WAFD 3.3 15 27.90 +1.72 2.26 1.91 1.87 .23
11.91 5.98 SelectBancorp SLCT ... 22 9.85 +0.41 .45 .52 ... ... 28.09 6.00 SutroBioph STRO ... dd 26.36 +4.21 –2.43 .08 –2.60 ... 11.84 3.80 USA Tech USAT ... dd 9.84 –0.08 –.06 –.17 ... ... 49.37 25.86 WashTrBcp WASH 4.5 11 45.74 +2.16 4.00 ... 3.42 .52
5.70 1.42 SelectaBiosci SELB ... dd 5.07 +1.07 –1.22 –1.09 –.23 ... 43.33 22.12 SykesEnterprises SYKE ... 31 41.36 +2.77 1.53 2.38 2.98 ... 12.85 2.36 USA Truck USAK ... 22 11.24 +0.93 .53 1.24 1.48 ... 19.98 12.10 WaterstoneFinl WSBF 4.2 6 19.19 +0.72 3.30 1.75 1.39 .20
70.74 37.05 SelectiveIns SIGI 1.5 16 64.72 –0.26 4.09 4.41 4.75 .25 2.09 0.79 Synacor SYNC ... dd 2.01 +0.41 –.23 –.31 –.15 ... 57.97 6.75 US Concrete USCR ... 26 48.90 +4.61 .91 1.69 ... ... 36.79 10.86 Watford WTRE ... dd 34.66 +0.10 2.00 2.71 ... ...
83.94 26.03 Semtech SMTC ... cc 71.94 +0.99 .47 1.72 ... ... 14.25 3.81 Synalloy SYNL ... dd 8.40 +0.40 –.34 .04 .34 ... 53.98 24.94 US Ecology ECOL ... dd 36.23 +3.23 1.40 .42 2.19 ... 26.50 9.52 WaysideTech WSTG 3.6 21 19.03 +0.88 1.51 1.44 1.60 .17
48.05 25.04 SenecaFoods A SENEA ... 3 41.49 +5.24 ... 1.70 2.25 ... 125.88 44.41 Synaptics SYNA ... 30 119.01 +19.79 3.41 7.52 8.08 ... 135.20 60.99 US Lime&Min USLM .5 26 130.09 +9.09 5.00 1.83 2.25 .16 54.57 28.93 Weibo WB ... 31 51.07 +5.49 ... 2.33 2.79 ...
48.50 27.53 SenecaFoods B SENEB ... 3 42.87 +4.51 ... 1.70 2.25 ... 6.59 2.17 Synchronoss SNCR ... dd 4.80 –0.24 –3.36 ... –.41 ... 24.77 8.56 uCloudlink UCL ... dd 10.60 +0.09 ... ... ... ... 24.91 6.82 Wendy's WEN 1.4 46 21.24 +0.84 .58 .57 .71 .07
26.50 18.90 SenseiBiotherap SNSE ... ... 22.49 +3.49 ... ... ... ... 27.85 6.88 SyndaxPharm SNDX ... dd 19.78 –0.26 –1.84 –1.86 –1.78 ... 310.49 124.05 UltaBeauty ULTA ... 76 302.03 +22.27 12.15 3.34 ... ... 47.43 28.99 WernerEnterprises WERN .9 17 40.98 +1.74 2.44 3.16 3.25 .09
38.50 2.52 SeresTherap MCRB ... dd 27.04 +3.29 –1.24 –1.10 –1.39 ... 78.72 30.02 SyneosHealth SYNH ... 42 76.62 +2.27 1.25 ... 4.22 ... 44.58 11.79 UltraClean UCTT ... 41 44.22 +5.62 –.24 2.71 ... ... 35.00 17.46 WesBanco WSBC 4.1 18 31.08 +2.08 1.77 ... ... .32
22.83 3.59 ServiceProperties SVC .3 dd 11.75 +1.14 1.58 –1.38 –.93 .01 4.47 1.35 Synlogic SYBX ... dd 4.18 +0.47 –1.70 –1.67 –1.61 ... 179.65 31.99 UltragenyxPharm RARE ... dd 162.22 +23.63 –7.12 ... ... ... 23.93 13.74 WestBancorp WTBA 4.0 11 22.11 +1.51 1.98 2.59 2.15 .22
2.10 0.53 ServiceSource SREV ... dd 1.65 +0.08 –.20 ... ... ... 280.11 104.90 Synopsys SNPS ... 64 272.92 +17.47 4.27 6.28 7.07 ... 8.85 4.85 Ultralife ULBI ... 20 6.47 +0.60 .33 .16 .20 ... 66.65 46.94 WestamericaBncp WABC 2.8 19 57.83 +2.01 2.98 2.88 2.77 .41
45.83 21.76 ServisFirstBcshs SFBS 1.8 14 43.95 +2.87 3.13 3.44 3.39 .20 3.09 0.54 SyprisSolutions SYPR ... 31 2.88 +0.65 –.19 .06 .11 ... 18.12 8.88 Umpqua UMPQ 5.3 dd 15.80 +1.29 –6.92 ... ... .21 71.30 27.40 WesternDigital WDC .0 cc 59.74 +3.31 –.84 2.94 6.23 .50
2.30 0.37 SesenBio SESN ... dd 2.27 +0.56 –1.18 –.19 –.39 ... 15.65 4.26 SyrosPharm SYRS ... dd 12.35 +1.41 –1.88 –1.70 –1.69 ... 6.74 3.95 UnicoAmerican UNAM ... dd 5.91 +0.19 –.59 .55 .70 ... 9.53 4.45 WestNewEngBncp WNEB 2.8 16 7.23 +0.82 .45 .57 .60 .05
23.93 10.00 17Educ&Tech YQ ... dd 14.46 –1.83 ... ... –6.07 ...
34.85 16.50 UnionBankshares UNB 4.9 10 27.15 –0.05 ... 2.63 3.20 .33 8.87 0.70 WestportFuelSys WPRT ... dd 8.65 +1.21 ... –.08 .11 ...
60.52
59.93
17.51
38.35
ShattuckLabs
ShenandoahTel
STTK
SHEN
...
.8
...
25
49.83
44.66
+0.22
+5.79
...
1.10
–1.33
2.39
–1.58
1.33
...
.34 T 71.45
82.60
34.38
17.80
uniQure
UnitedAirlines
QURE
UAL
...
...
dd
dd
36.00
42.14
+0.59
+2.15
–3.11
–25.30
–3.71
–9.71
–2.17
2.97
...
...
24.59
53.95
15.13
17.92
WeycoGroup
Willdan
WEYS
WLDN
5.0
...
dd
dd
19.16
52.82
+1.90
+8.13
2.10
.41
1.43
.89
1.53
...
.24
...
41.76 30.04 ShoalsTech SHLS ... ... 39.95 +6.02 ... ... ... ...
44.81 16.96 TCF Financial TCF 3.4 30 41.36 +2.50 1.39 2.92 3.15 .35 25.98 12.60 UnitedBancshares UBOH 2.7 5 23.33 –0.67 ... ... ... .16 61.50 14.11 WillisLease WLFC ... 14 33.70 +5.98 10.50 1.10 1.40 ...
143.79 22.01 ShockwaveMed SWAV ... dd 127.67 +11.63 –2.14 –1.96 –1.25 ...
14.37 4.30 TCG BDC CGBD 11.0 dd 11.63 +0.87 1.02 1.52 1.49 .04 36.55 19.67 UnitedBkshrsWV UBSI 4.1 15 34.38 +2.72 2.40 2.40 2.31 .35 224.09 143.34 WillisTowers WLTW 1.3 27 223.91 +20.97 8.02 ... 12.21 .71
53.82 12.56 ShoeCarnival SCVL .7 62 50.78 +3.79 2.92 ... ... .09
35.86 5.84 TCR2 Therap TCRR ... dd 28.62 +2.89 –4.62 ... ... ... 32.52 14.95 UtdCmtyBks UCBI 2.3 17 31.53 +1.70 1.91 ... 2.30 .18 29.50 3.20 WiMiHologram WIMI ... ... 10.00 +2.18 ... .15 .20 ...
16.40 7.63 ShoreBancshares SHBI 3.3 12 14.58 +1.33 1.27 1.24 1.25 .12
23.55 5.25 TelaBio TELA ... dd 14.59 +0.29 –17.10 ... ... ... 47.11 18.83 UnitedFire UFCS 2.0 dd 30.01 +2.47 .58 ... ... .15 170.00 44.27 Wingstop WING .4 cc 155.10 +5.05 .69 1.22 1.09 5.00
34.59 9.01 Shyft SHYF .3 ... 33.48 +3.28 –.36 1.30 1.58 .025
21.14 3.44 TFF Pharm TFFP ... dd 17.69 +2.14 –5.31 –.87 –.62 ... 18.30 10.65 UnitedGuardian UG 5.0 16 14.44 +0.47 1.04 1.02 1.07 .36 215.00 115.00 Winmark WINA .5 24 182.36 +11.73 7.84 2.01 2.25 .25
6.85 1.00 Sientra SIEN ... dd 5.85 +1.16 –2.63 ... ... ...
22.47 12.65 TFS Fin TFSL 6.4 60 17.53 –0.14 .29 ... ... .28 10.13 5.04 UnitedSecBcshrs UBFO 6.3 13 7.00 +0.17 .53 .85 .99 .11 69.88 22.02 WintrustFin WTFC 1.9 14 65.64 +5.45 4.68 ... 5.10 .31
27.94 13.05 SierraBancorp BSRR 3.6 10 23.25 +1.38 2.32 2.52 2.57 .21
135.54 63.50 T-MobileUS TMUS ... 45 125.28 –0.80 2.65 2.33 3.04 ... 176.31 75.58 UnitedTherap UTHR ... 16 169.72 +5.90 –2.39 10.60 12.15 ... 5.82 1.87 WisdomTreeInvs WETF 2.2 dd 5.48 +0.14 –.25 .28 .33 .03
16.92 8.55 SierraOncology SRRA ... dd 14.80 +0.32 –30.30 –7.19 –5.65 ...
73.85 9.19 TPIComposites TPIC ... dd 70.07 +10.16 –.45 ... ... ... 13.28 4.86 Uniti UNIT 4.8 dd 12.58 +0.27 .04 –3.11 .35 .15 18.49 3.90 WISeKey WKEY ... dd 7.07 +0.68 ... –.32 –.50 ...
22.22 4.31 SierraWireless SWIR ... dd 19.30 +0.79 –1.95 –1.31 –.43 ...
169.00 82.51 TRowePrice TROW 2.3 16 159.86 +3.38 9.98 11.99 12.72 .90 22.72 8.76 UnityBancorp UNTY 1.6 9 19.69 +0.89 2.19 2.49 2.37 .08 319.34 76.81 Wix.com WIX ... dd 277.13 +30.08 –1.71 ... ... ...
54.32 22.00 SigilonTherap SGTX ... ... 34.25 +3.64 ... –2.61 –2.43 ...
85.35 26.28 TTEC TTEC .9 39 85.05 +9.47 1.65 3.00 3.02 2.14 15.44 2.72 UnityBiotech UBX ... dd 7.51 +1.54 –1.88 ... ... ... 127.91 46.51 Woodward WWD .6 33 116.66 +4.71 3.74 ... 4.45 .1625
188.66 68.98 SignatureBank SBNY 1.2 18 182.90 +17.71 9.96 12.22 13.88 .56
14.95 8.06 TTM Tech TTMI ... dd 13.97 +0.56 1.67 1.24 1.43 ... 262.77 105.11 UnivDisplay OLED .3 cc 231.00 +0.18 2.92 2.34 4.06 .15 266.18 107.75 Workday WDAY ... dd 263.95 +36.42 –2.12 2.69 ... ...
40.44 24.65 SilganHoldings SLGN 1.3 14 37.69 +1.26 2.77 ... ... .12
3.45 0.24 T2Biosystems TTOO ... dd 3.10 +1.11 –1.30 –.40 –.25 ... 60.89 29.50 UnivElectro UEIC ... 23 55.06 +0.82 .26 3.59 4.30 ... 170.98 43.16 WorldAcceptance WRLD ... 14 130.53 –12.89 3.54 10.47 8.32 ...
48.01 20.93 Silicom SILC ... 55 44.35 +0.17 .80 1.91 2.48 ...
69.72 30.12 TabulaRasaHlth TRHC ... dd 52.75 –4.04 –1.57 –.01 .37 ... 24.30 11.02 UnivLogistics ULH 1.8 13 23.42 +2.22 1.78 2.98 3.41 .105 137.58 35.84 WynnResorts WYNN .0 dd 116.99 +17.46 –19.37 –3.71 1.73 1.00
144.68 65.09 SiliconLab SLAB ... cc 139.46 +8.29 .28 3.47 3.95 ...
59.96 26.72 SiliconMotion SIMO 2.3 26 59.59 +10.18 ... 3.97 4.91 .35 65.46 29.47 TactileSystems TCMD ... dd 59.90 +5.35 .56 –.29 .43 ... 13.56 5.12 UnivStainless USAP ... dd 8.11 +0.85 –2.16 –1.34 –.13 ...
75.80 20.84 SilkRoadMed SILK ... dd 61.64 +7.11 –2.28 –1.22 –.73 ... 12.65 2.48 TaiwanLiposome TLC ... dd 5.41 +0.66 –.79 ... ... ... 26.00
27.98
13.20
2.03
UnivestFin
UpFintech
UVSP
TIGR
3.3
...
15
cc
24.58
26.15
+2.13
+10.37
1.60
...
...
.13
2.15
.27
.20
...
XYZ
54.41 24.22 SilverbackTherap SBTX ... ... 42.39 –1.53 ... –2.28 –1.72 ... 211.44 100.00 TakeTwoSoftware TTWO ... 50 207.49 +7.04 3.54 ... 5.81 ...
15.98 6.21 SilvercrestAsset SAMG 4.3 13 15.00 –0.31 .98 1.32 1.55 .16 50.83 18.30 Talend TLND ... dd 48.69 +4.95 –2.01 –.83 –.68 ... 51.48 20.75 UplandSoftware UPLD ... dd 51.00 +3.31 –1.96 2.30 1.76 ... 46.32 14.14 XOMA XOMA ... dd 43.83 +7.61 –.23 .10 –.30 ...
27.19 13.75 SimmonsFirstNat SFNC 2.8 11 25.81 +1.11 2.31 2.01 2.02 .18 123.74 43.69 TandemDiabetes TNDM ... dd 100.36 +7.71 –.42 –.72 ... ... 81.91 22.61 Upstart UPST ... ... 75.24 +13.05 ... .14 .24 ... 52.94 15.50 XP XP ... 70 48.55 +4.91 ... ... ... ...
37.04 10.58 SinclairBroadcast SBGI 2.5 dd 32.35 +0.84 ... –31.38 –.19 .20 5.36 1.50 TarenaIntl TEDU ... dd 3.15 +0.15 ... ... ... ... 51.67 5.14 Upwork UPWK ... dd 51.59 +10.14 –.15 –.02 .02 ... 22.70 8.72 XBiotech XBIT ... 1 20.01 +1.28 14.44 .23 .20 ...
5.74 1.41 SioGeneTherap SIOX ... dd 3.01 +0.48 –2.93 –.97 –1.02 ... 63.69 15.32 TarsusPharm TARS ... ... 41.85 +4.15 ... –2.27 –2.54 ... 32.86 12.28 UrbanOutfitters URBN ... dd 28.95 +1.52 1.67 .03 1.80 ... 2.90 0.40 XcelBrands XELB ... dd 1.86 +0.12 –.18 ... .17 ...
12.77 5.06 SiriusIntlIns SG ... dd 12.09 +0.09 –.37 1.30 .70 ... 8.34 3.00 TatTechnologies TATT ... dd 5.56 –0.02 .10 –.05 ... ... 30.89 13.12 UroGenPharma URGN ... dd 24.28 +2.21 –5.12 –5.92 –4.65 ... 76.44 46.58 XcelEnergy XEL 2.7 23 63.44 –0.55 2.79 2.98 3.18 .43
8.14 4.11 SiriusXM SIRI 1.0 cc 6.11 –0.15 .03 .27 .32 .0146 33.35 18.16 TayshaGene TSHA ... ... 30.15 +4.15 ... –2.69 –2.15 ... 16.25 6.55 UrovantSci UROV ... dd 16.20 –0.01 –4.82 –6.88 –5.26 ... 51.37 19.35 Xencor XNCR ... dd 51.18 +5.43 .46 –1.41 –1.96 ...
143.46 15.42 SiTime SITM ... dd 131.00 +8.95 –.58 .96 1.49 ... 89.28 16.82 TechTarget TTGT ... cc 88.79 +14.09 .60 1.19 1.47 ... 109.00 75.33 UtahMedProducts UTMD 1.2 31 92.41 +5.74 2.94 3.02 3.17 .285 18.45 7.00 XenonPharms XENE ... dd 16.14 +1.79 –1.54 ... ... ...
59.16 10.58 SkyWest SKYW .0 dd 43.04 +4.05 –.17 ... ... .14 15.32 6.15 Ericsson ERIC .8 22 13.15 +0.68 ... .67 .81 .0546 2.78 0.82 UTStarcom UTSI ... ... 2.08 +0.36 –.11 –.14 .04 ... 7.55 1.42 XerisPharm XERS ... dd 7.35 +2.27 –4.81 –2.99 –1.78 ...
189.70 67.90 Skyworks SWKS 1.1 28 178.95 +9.70 4.80 10.05 10.77 .50 6.50 3.45 TeleNav TNAV ... dd 4.77 +0.01 –.02 .17 ... ... 2.37 0.72 Uxin UXIN ... dd 1.45 +0.35 ... –2.01 –.21 ... 7.44 0.76 XiaobaiMaimai HX ... ... 2.58 +0.34 –4.38 ... ... ...
116.50 15.27 SleepNumber SNBR ... 33 114.69 +6.95 2.70 4.22 4.48 ... 6.46 0.46 Teligent TLGT ... dd 1.02 +0.12 –4.70 –6.27 –7.90 ... 154.93 67.68 Xilinx XLNX .0 54 136.48 +5.91 3.11 2.98 3.37 .38
2.28 0.55 SmartSand SND ... 2 2.03 +0.21 .78 .91 ... ... 41.84 18.08 Telos TLS ... dd 38.70 +3.40 ... –.14 .27 ... V 22.09 9.01 Xperi XPER .9 dd 21.29 +2.03 –1.27 3.49 3.12 .05
16.08 3.64 SmileDirectClub SDC ... dd 12.52 –0.76 ... ... ... ... 191.24 48.78 10xGenomics TXG ... dd 185.54 +14.39 ... –1.25 –.34 ... 6.04 2.38 Xunlei XNET ... dd 5.49 +0.92 –.80 ... ... ...
23.57 4.24 Smith&Wesson SWBI 1.2 25 17.24 +0.68 –1.11 ... ... .05 58.45 16.28 Tenable TENB ... dd 46.25 –3.24 –.42 .28 .48 ... 2.78 1.20 VEON VEON 21.3 dd 1.68 +0.07 .36 .25 .31 .15 55.22 14.16 Y-mAbsTherap YMAB ... dd 47.38 +5.37 –2.30 ... –1.65 ...
16.95 8.03 SoYoungIntl SY ... cc 13.70 +2.03 ... .38 3.41 ... 143.40 42.87 Teradyne TER .3 29 126.12 +12.64 4.28 ... ... .10 25.99 1.82 VOXX Intl VOXX ... dd 22.28 +3.60 ... ... .11 ... 6.56 1.29 YRC Worldwide YRCW ... dd 5.11 –0.09 –1.28 –.22 .12 ...
25.71 5.41 Sohu.com SOHU ... dd 18.72 +0.77 ... .52 1.05 ... 19.12 14.83 TernsPharm TERN ... ... 18.39 +1.39 –26.74 ... ... ... 42.43 13.83 VSE VSEC 1.0 dd 34.99 +0.39 3.35 2.32 2.89 .09 72.95 27.93 Yandex YNDX ... 67 66.98 +4.34 .61 69.45 101.38 ...
14.00 5.00 SolGelTech SLGL ... dd 10.00 +0.27 –1.26 –1.48 –1.99 ... 30.41 19.23 TerritBanc TBNK 3.7 12 24.77 +0.91 2.01 1.75 1.75 .23 5.84 1.00 VyneTherap VYNE ... dd 2.75 +0.77 –2.37 –.73 –2.55 ... 51.27 34.56 YorkWater YORW 1.7 36 44.83 +1.39 1.11 1.27 1.27 .1874
21.19 7.42 SolarCapital SLRC 9.1 dd 18.04 +0.69 1.33 1.40 1.57 .41 900.40 70.10 Tesla TSLA ... cc 852.23 +58.70 –.98 ... ... ... 11.13 6.00 ValleyNatlBncp VLY 4.0 12 11.13 +0.92 .93 ... ... .11 6.05 1.67 Yunji YJ ... dd 2.92 +0.61 ... .18 .35 ...
18.29 6.30 SolarSeniorCap SUNS 8.1 18 14.78 +0.64 1.43 ... 1.20 .10 8.50 4.12 TesscoTech TESS .0 dd 8.23 +0.49 –2.53 ... –.66 .02 15.24 7.12 VandaPharm VNDA ... 43 15.16 +0.82 2.11 .46 .60 ... 9.01 2.06 ZAGG ZAGG ... dd 4.22 +0.06 .48 –2.01 .18 ...
377.00 67.02 SolarEdgeTech SEDG ... 92 308.24 +19.91 2.90 3.28 3.85 ... 143.35 63.61 TetraTech TTEK .5 41 133.91 +12.34 3.16 3.55 3.86 .17 28.63 10.37 VarexImaging VREX ... dd 23.45 +4.09 –1.49 .48 .76 ... 5.29 1.80 Ziopharm ZIOP ... dd 5.25 +1.54 –.70 ... ... ...
8.56 1.93 SolidBiosci SLDB ... dd 7.82 +1.30 –2.91 –1.78 –.97 ... 70.61 19.10 TexasCapBcshs TCBI ... 60 66.72 +6.50 1.12 4.39 4.69 ... 191.98 48.95 VaronisSystems VRNS ... dd 189.78 +13.01 –2.60 –.48 –.01 ... 193.54 43.06 ZaiLab ZLAB ... ... 177.52 +17.45 –3.04 –3.16 –2.60 ...
31.09 6.58 Sonos SONO ... dd 31.00 +4.85 –.18 .68 .85 ... 175.70 93.09 TexasInstruments TXN 2.4 28 169.93 +4.24 5.97 6.71 7.20 1.02 3.09 0.90 VascularBiogenics VBLT ... dd 2.39 –0.10 –.54 –.65 –.62 ... 44.60 22.00 ZealandPharma ZEAL ... dd 32.72 +0.84 –2.54 –2.04 –3.34 ...
29.00 24.05 SoteraHealth SHC ... ... 27.60 +1.51 ... .38 .68 ... 88.87 25.15 TexasRoadhouse TXRH .0 cc 88.60 +12.39 2.46 .66 2.97 .36 22.35 10.94 VastaPlatform VSTA ... ... 14.35 –0.03 ... .98 1.64 ... 419.21 150.06 ZebraTech ZBRA ... 46 407.11 +19.28 9.97 12.16 ... ...
6.30 1.43 SotherlyHotels SOHO ... dd 2.94 +0.25 –.43 –3.60 –1.20 ... 18.93 3.36 TheBancorp TBBK ... 13 18.34 +1.57 1.37 1.72 1.95 ... 58.48 17.80 Vaxcyte PCVX ... dd 24.04 –0.49 ... –5.43 –1.57 ... 61.29 22.00 ZentalisPharm ZNTL ... dd 40.82 +2.45 ... –5.22 –3.67 ...
21.75 11.30 SouthPlainsFin SPFI 1.0 8 19.59 +0.75 2.48 2.30 1.80 .05 2.68 0.85 TherapeuticsMD TXMD ... dd 1.90 +0.25 –.72 –.61 –.37 ... 21.34 7.42 VeecoInstr VECO ... dd 19.97 +1.51 –1.66 .88 1.10 ... 167.12 18.65 Zillow A ZG ... dd 163.76 +25.04 ... .25 .46 ...
82.35 40.42 SouthState SSB 2.5 58 76.13 +6.39 2.19 ... ... .47 31.35 14.48 TheravanceBio TBPH ... dd 19.90 +1.26 –4.25 ... –2.85 ... 32.50 9.87 VelodyneLidar VLDR ... dd 23.25 +1.54 .17 –.83 –.25 ... 158.98 20.04 Zillow C Z ... dd 156.77 +26.31 ... .26 .46 ...
42.24 20.89 SouthernFirstBcsh SFST ... 18 41.70 +1.60 2.34 2.27 3.47 ... 8.50 2.29 36Kr KRKR ... dd 4.57 +0.87 ... –.17 ... ... 14.41 0.05 VelodyneLidarWt VLDRW ... ... 8.79 +0.59 ... ... ... ... 51.22 23.58 ZionsBancorp ZION 2.8 16 47.73 +3.59 3.02 4.18 4.09 .34
38.00 17.30 SoMO Bancorp SMBC 1.9 9 34.19 +3.54 2.99 4.33 3.48 .16 20.40 6.37 360DigiTech QFIN ... 8 19.91 +2.51 ... 20.23 26.47 ... 9.00 1.60 VenusConcept VERO ... dd 2.15 +0.25 –4.77 ... ... ... 9.82 2.84 Zix ZIXI ... dd 9.77 +1.62 –.46 .61 .66 ...
16.41 7.58 SoNtlBcpVA SONA 3.1 13 12.73 +0.66 .96 1.06 1.15 .10 28.86 2.43 Tilray TLRY ... dd 25.72 +7.62 ... –2.44 –.50 ... 9.94 3.12 VeraBradley VRA ... 24 8.98 +0.53 .47 .72 1.06 ... 40.67 16.65 Zogenix ZGNX ... dd 21.04 +2.08 –9.74 –3.63 –2.87 ...
37.10 23.51 SouthsideBcshs SBSI 3.8 13 33.33 +1.96 2.47 2.66 2.67 .05 28.28 13.60 TimberlandBncp TSBK 3.1 9 27.10 +1.85 2.88 .90 1.02 .10 79.99 13.90 Veracyte VCYT ... dd 73.04 +16.34 –.27 –.61 –.28 ... 588.84 86.52 ZoomVideo ZM ... cc 419.59 +47.52 ... 2.91 2.96 ...
12.09 5.25 SparkEnergy SPKE 6.2 10 11.67 +0.70 .02 ... .17 .1813 24.14 6.96 TitanMachinery TITN ... 28 23.95 +2.65 .63 1.14 1.32 ... 4.67 1.08 Verastem VSTM ... dd 2.33 +0.38 –2.00 ... ... ... 64.40 30.83 ZoomInfoTech ZI ... dd 58.08 +10.07 ... .32 .47 ...
23.94 9.00 SpartanNash SPTN 4.1 10 18.64 +0.12 .16 2.51 1.33 .1925 24.40 1.92 TivityHealth TVTY ... dd 23.43 +0.88 –6.17 1.72 1.36 ... 52.70 16.52 VerintSystems VRNT ... cc 50.80 +13.20 .43 ... ... ... 7.24 1.08 Zovio ZVO ... dd 5.64 +0.52 –1.86 .17 .55 ...
5.24 1.74 SpectrumPharm SPPI ... dd 3.81 +0.22 –1.02 ... ... ... 12.17 0.62 TizianaLifeSci TLSA ... dd 4.09 +0.41 –.14 –.07 –.08 ... 221.30 148.77 VeriSign VRSN ... 29 199.52 +5.45 5.15 ... ... ... 224.00 35.00 Zscaler ZS ... dd 216.78 +17.08 –.89 ... .60 ...
23.64 5.25 SperoTherap SPRO ... dd 19.97 +1.86 –3.35 –3.47 –3.28 ... 2.46 0.39 TonixPharm TNXP ... dd 1.27 +0.29 –19.33 –.49 –.24 ... 210.66 116.61 VeriskAnalytics VRSK .6 46 187.43 +3.93 2.70 5.08 5.41 .27 47.81 13.13 Zumiez ZUMZ ... 17 46.27 +3.19 2.62 2.97 3.33 ...
21.59 8.96 SpiritofTexas STXB 1.9 11 19.37 +1.43 1.79 ... ... .09 48.86 6.34 Torm TRMD 24.5 2 7.76 +0.52 2.24 1.55 .41 .85 29.51 10.02 Veritex VBTX 2.4 19 28.14 +2.58 1.48 ... 2.10 .17 7.45 2.55 ZynerbaPharma ZYNE ... dd 5.08 +1.59 –1.50 –1.91 –1.21 ...
225.89 93.92 Splunk SPLK ... dd 170.24 +5.21 –2.22 –.93 –.32 ... 31.65 12.13 TowerSemi TSEM ... 47 31.33 +3.36 .85 .92 1.67 ... 46.50 1.22 Veritone VERI ... dd 44.16 +4.89 –2.85 –.76 –.75 ... 11.09 5.65 Zynga ZNGA ... dd 10.68 +0.77 .04 .37 .39 ...
February 8, 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.
InnovNasd100Jan NJAN ... 38.78 +0.93 ... iShBds2025TermHY IBHE 5.7 24.98 +0.11 .113 TrimDonForTact DFHY .4 25.33 +0.25 .0925 FT MuCValAlpha FAB 1.5 62.46 +3.56 .3094 InvscKBWBank KBWB 2.4 54.81 +4.51 .3299
Bats InnovNasd100Jul NJUL ...
InnovRuss2000Jul KJUL ...
45.05
26.23
+0.63
+0.22
...
...
iShiBds2024TermHY IBHD
iShBds2021TermHY IBHA
5.4
3.4
24.47
24.26
+0.08
–0.02
.101
.054
TrimTabsIntlFrCsh TTAI
TrimTabsUSFrCsh TTAC
.6
.4
32.78
48.10
+1.19
+2.31
.2029
.1894
FTMuniCEFIncmOpp MCEF 3.2
FTMuniHiIncm FMHI 3.1
20.48
54.88
+0.08
+0.37
.0625
.14
InvscKBWHiDvYdFn KBWD
InvscKBWPrEquREIT KBWY
8.8
9.8
17.73
21.30
+1.03
+0.93
.1207
.1286
InnovRuss2000Oct KOCT ... 26.24 +0.29 ... iShBds2026TermHY IBHF 6.0 25.48 +0.10 .0977 TrueStructOutAug AUGZ ... 28.58 +0.95 ... FT NasdComBk QABA 2.3 49.17 +3.01 .286 InvscKBWP&CIns KBWP 1.9 68.14 +2.88 .3897
ALPSCleanEnergy ACES .5 97.62 +6.00 .0806 InnovRuss2000Apr KAPR ... 26.97 +0.14 ... iShBds2023TermHY IBHC 5.5 24.50 +0.04 .1101 TrueStructOutDec DECZ ... 26.09 +0.85 ... FT NasdCleanEdge QCLN .3 84.58 +4.71 .0708 InvscKBWRegBkg KBWR 2.6 53.25 +3.05 .3565
ALPS DisrupTech DTEC .3 49.41 +2.74 .169 InnovRuss2000Jan KJAN ... 30.12 +0.96 ... iShBds2022TermHY IBHB 5.4 24.28 +0.08 .0896 TrueStructOutFeb FEBZ ... 25.55 ... ... FT NasdClEdSmGr GRID .7 84.91 +3.69 .1462 InvscNasdNext100 QQQJ .3 33.66 +2.32 .0289
ARK AutoTech ARKQ .0 95.50 +8.25 .6561 InnovS&P500Buff BJUL ... 30.40 +0.60 ... iShInflHdgCpBd LQDI 2.3 29.12 +0.05 .0531 TrueStructOutJan JANZ ... 25.91 +0.85 ... FT NasdCybersec CIBR 1.1 45.38 +1.46 .027 InvscNasd100 QQQM .6 136.19 +6.82 .2063
ARKGenomicRev ARKG .0 108.91 +6.97 .4256 InnovS&P500BuffO BOCT ... 30.47 +0.76 ... iShIntlAggregateBd IAGG 1.8 55.65 –0.21 .0476 TrueStructOutJul JULZ ... 29.97 +0.59 ... FT NasdGlblAuto CARZ .6 58.34 +4.34 .1777 InvscNasdInt PNQI ... 252.06 +20.53 ...
ARK Israel Innov IZRL ... 35.09 +2.56 ... InnovS&P500BuffA BAPR ... 29.82 +0.16 ... iShIntlDivGrowth IGRO 2.4 63.78 +0.99 .3253 TrueStructOutNov NVMZ ... 28.40 +0.96 ... FT Nasd100xTech QQXT .3 82.44 +3.14 .083 Invsc1-30LadTrea PLW 1.0 37.15 –0.48 .0281
AVDR US LC ESG AVDG ... 26.32 +1.09 ... InnovS&P500Aug BAUG ... 30.19 +0.65 ... iShLiquidityIncm ICSH 1.1 50.52 –0.01 .0226 TrueStructOutOct OCTZ ... 27.88 +0.98 ... FT Nasd100Tech QTEC .4 146.33 +7.40 .1118 InvscQQQI QQQ .5 331.36 +16.80 .5613
AVDR US LC Ldg AVDR ... 26.41 +1.49 ... InnovS&P500Dec BDEC ... 31.01 +0.80 ... iShMSCIArgentina AGT .9 26.56 +1.87 .1711 TrueStructOutSep SEPZ ... 27.28 +0.94 ... FT NasdArtlIntel ROBT .2 56.85 +3.19 .0505 InvscRAFIStDvxUS ISDX 1.9 28.30 +1.11 .0988
AffinityWorldLdr WLDR 1.7 24.30 +0.88 .1736 InnovS&P500Feb BFEB ... 28.40 +0.84 ... iShMSCIChileCapped ECH 2.1 31.10 +1.17 .1472 UphldgsCompKings KNGS ... 28.31 +1.77 ... FTNasdaqBk FTXO 2.4 27.22 +2.11 .1763 InvscRAFIStratEM ISEM 2.5 28.84 +1.54 .1619
AgilityDynTacti THY 3.3 25.55 +0.25 .4954 InnovS&P500Jan BJAN ... 33.34 +0.95 ... iShMSCIChinaAETF CNYA 1.0 45.35 +1.23 .3541 VanEckAMTFrIntMuni ITM 1.9 52.20 +0.02 .0761 FT NasdFood&Bev FTXG 1.3 24.58 +0.76 .0928 InvscRAFIStratUS IUS 1.6 32.87 +1.46 .1432
AgilityMgdRisk MRSK 3.2 28.62 +0.67 1.1989 InnovS&P500BuffJun BJUN ... 31.45 +0.54 ... iShMSCIDenmarkCap EDEN .4 97.38 +3.67 .0472 VanEckAMTFrLgMun MLN 2.4 21.92 +0.01 .0409 FT NasdOil&Gas FTXN 1.5 13.52 +0.69 .0283 InvscRAFIStrUSSm IUSS .7 33.00 +0.05 .069
AlphaIntQuMom IMOM .6 36.23 +1.44 .084 InnovS&P500BuffMar BMAR ... 29.92 +0.23 ... iShMSCIEmgMulti EMGF 1.8 52.99 +2.28 .5472 VanEckAMTFrShMuni SMB 1.5 18.16 –0.03 .0178 FT NasdPharm FTXH .8 26.68 +0.57 .0644 InvscR1000LoBeta USLB 2.4 35.84 +0.94 .1774
AlphaIntQuVal IVAL 1.4 28.07 +0.70 .1699 InnovS&P500BffMay BMAY ... 29.97 +0.48 ... iShMSCIEurozone EZU 2.1 45.07 +1.76 .623 VanEckCEFMuni XMPT 3.8 28.90 +0.16 .0914 FT NasdRetail FTXD .7 31.24 +1.76 .0745 InvscS&PSCCnsDisc PSCD .5 99.05 –4.00 .0937
AlphaUSQuMom QMOM .1 63.15 +5.34 .0444 InnovS&P500BuffN BNOV ... 30.17 +0.67 ... iShMSCIFinlandCap EFNL 2.8 45.66 +0.31 .5702 VanEckHYMuni HYD 3.9 62.69 –0.11 .1959 FT NasdSemicon FTXL .5 62.82 +1.64 .0775 InvscS&PSCCnsStpl PSCC 1.4 98.03 +0.34 .5263
AlphaUSQuVal QVAL 1.7 30.65 +0.83 .2705 InnovS&P500JSep BSEP ... 29.72 +0.85 ... iShMSCIGermanySC EWGS 1.1 80.04 +2.03 .3159 VanEckMdyBBBCpBd MBBB 2.3 25.08 –0.06 .05 FT NasdaqTrans FTXR .3 30.30 +1.85 .042 InvscS&PSCEner PSCE .7 5.69 +0.62 .0046
AlphaArchValMom VMOT ... 28.31 +1.29 ... InnovS&P500Divrs BUFF 1.6 33.53 +0.49 .0666 iShMSCIGlbMet&MnPr PICK 2.2 38.39 +1.87 .4633 VanEckMdyIGCpBd MIG 2.2 24.98 –0.09 .0476 FT Nasd100 EW QQEW .3 105.51 +5.06 .0929 InvscS&PSCFinls PSCF 3.4 52.17 +3.05 .4462
AlphaCloneAltAlpha ALFA .4 84.97 +6.25 .3668 InnovS&P500Pwr PJUL ... 28.95 +0.35 ... iShMSCIGlSilverMin SLVP 2.5 16.39 +0.11 .3873 VanEckMornDur DURA 3.5 28.62 +0.67 .2522 FT RBA AmerInd AIRR .1 36.99 +2.38 .0193 InvscS&PSCHlthCr PSCH ... 191.58 +11.13 ...
AmCentFocDyn FDG .0 80.36 +6.53 .0078 InnovS&P500PwrF PFEB ... 27.05 +0.58 ... iShMSCIEAFEGrowth EFG .8 102.19 +2.70 .3525 VanEckMornGlb GOAT 1.2 36.24 +1.30 1.0288 FTRisingDivAch RDVY 1.5 41.07 +1.98 .2105 InvscS&PSCIndls PSCI .5 86.24 +5.94 .1149
AmCentFocLCV FLV 1.1 55.03 +1.61 .1911 InnovS&P500PwrN PNOV ... 29.24 +0.58 ... iShMSCIIndiaETF INDA .3 42.21 +3.07 .0316 VanEckMornIntlMoat MOTI 2.1 34.35 +0.99 .72 FT RiverFrDynAP RFAP 1.6 57.74 +1.49 .3323 InvscS&PSCInfTech PSCT .1 139.48 +11.76 .0197
AmCustSatisfCore ACSI .8 45.00 +2.14 .3523 InnovS&P500PwrA PAPR ... 27.40 +0.12 ... iShMSCIIndiaSC SMIN 1.0 45.83 +3.35 .0495 VanEckMornWideMoat MOAT 1.4 64.86 +3.30 .9021 FT RiverFrDynDev RFDI 1.3 65.41 +1.88 .1395 InvscS&PSCMatls PSCM 1.5 60.65 +3.92 .40
AnfieldCapDiv DALT 2.5 10.23 +0.43 .0475 InnovS&P500Aug PAUG ... 28.49 +0.41 ... iShMSCIKuwait KWT .5 28.28 –0.23 .0742 VanEckMuni MAAX 2.7 25.17 ... .0563 FT RiverFrDynEM RFEM 1.1 75.81 +4.01 .0866 InvscS&PSCUtil PSCU 1.1 60.43 +3.31 .1749
AnfieldDynFix ADFI 1.5 9.85 –0.03 .0305 InnovS&P500PwrD PDEC ... 29.26 +0.57 ... iShMSCINorwayCap ENOR 2.3 26.19 +1.16 .3083 VanEckRussia RSX 3.2 24.93 +1.28 .7988 FT RiverFrDynEur RFEU 2.3 66.12 +1.32 .6119 InvscVarRateInvt VRIG 1.4 25.11 +0.02 .0192
AnfieldUSEquity AESR .7 12.29 +0.54 .0548 InnovS&P500Jan PJAN ... 30.98 +0.71 ... iShMSCI UK SC EWUS 1.9 43.94 +2.13 .4099 VanEckRussiaSC RSXJ 4.3 36.97 +1.34 1.5849 FT S&PIntDivArist FID 3.8 16.82 +0.44 .2315 InvscWaterRscs PHO .4 48.71 +2.56 .0455
AnfieldUnivFx AFIF 1.2 9.74 +0.01 .0051 InnovS&P500PwrJun PJUN ... 30.32 +0.35 ... iShMSCIEAFEValue EFV 2.4 48.63 +1.70 .6378 VanEckShHYMuni SHYD 3.0 25.29 –0.05 .0633 FT SMID CapRising SDVY 1.4 25.65 +1.54 .1312 iShAsia50ETF AIA 1.0 98.84 +5.17 .7062
AptusColIncmOpp ACIO 1.0 27.84 +0.69 .0678 InnovS&P500PwrBuff PMAR ... 28.64 +0.17 ... iShMornMultiAsst IYLD 4.3 23.77 +0.14 .0436 VanEckVietnam VNM .4 17.92 +1.00 .07 FT SSI Strat FCVT .9 53.77 +3.52 .04 iSh3-7YTreasuryBd IEI 1.0 132.31 –0.30 .0868
AptusDefRisk DRSK 1.2 29.60 +0.21 .1136 InnovS&P500PwrMay PMAY ... 28.64 +0.35 ... iShNorthAmNatRscs IGE 3.1 25.07 +1.49 .2041 VangdESGIntlStk VSGX 1.6 62.00 +2.47 .3361 FT SrLoanFd FTSL 3.4 48.07 +0.16 .136 iShBrdUSDInvCpBd USIG 2.8 60.89 –0.32 .1265
AptusDrawMgd ADME .4 36.50 +1.04 .0184 InnovS&P500PwrO POCT ... 28.03 +0.52 ... iShRussell2500 SMMD 1.2 63.04 +4.86 .25 VangdESGUSCpBd VCEB 1.3 74.78 –0.31 .0745 FT SC CoreAlpha FYX .6 87.23 +6.39 .2174 iShCommodSelStrat COMT .3 28.70 +1.16 .0963
ArrowResCapMgmt ARCM .8 100.18 +0.07 .0111 InnovS&P500Sep PSEP ... 28.19 +0.49 ... iShIntlPfdStock IPFF 3.9 16.11 +0.39 .0484 VangdESGUSStk ESGV 1.1 73.35 +3.56 .2387 FT SC GrwthAlpha FYC .1 72.63 +5.93 .0606 iShCoreMSCITotInt IXUS 1.8 70.17 +2.86 .7066
BarclaysETN+Select ATMP 7.1 12.80 +0.49 .2257 InnovS&P500UltA UAPR ... 25.01 +0.07 ... iShShortMaturityBd NEAR 1.4 50.21 –0.02 .0435 VangdUSLiquid VFLQ 1.5 100.52 +5.96 .5265 FT SC US Equity RNSC 1.2 26.08 +1.44 .1536 iShCore1-5YUSDBd ISTB 2.1 51.62 –0.04 .0793
BarcRetDisability RODI ... 101.44 +2.52 ... InnovS&P500UltAug UAUG ... 28.01 +0.27 ... iShShrtMatMuniBd MEAR .8 50.25 +0.03 .017 VangdUSMinVol VFMV 2.1 92.38 +2.84 .7287 FT SC Value FYT .9 45.41 +2.73 .1476 iShCoreS&PUSGrowth IUSG .9 92.70 +4.34 .2276
BarclaysWILETN WIL ... 83.09 +3.88 ... InnovS&P500UltDec UDEC ... 28.62 +0.31 ... iShCohen&StrsREIT ICF 4.0 55.45 +1.81 .3645 VangdUSMom VFMO .4 128.70 +10.11 .1891 FT StratIncm FDIV 4.1 48.51 +0.82 .17 iShCoreS&PUSValue IUSV 2.3 64.18 +2.86 .4002
CBOES&P500DivAr KNG 3.4 48.22 +1.53 .1062 InnovS&P500UltFeb UFEB ... 26.57 +0.31 ... iSh25+YTrStrip GOVZ 1.7 21.54 –0.87 .0295 VangdUSMultifact VFMF 1.4 90.38 +4.28 .4525 FT SwitzAlpha FSZ 1.5 61.85 +1.35 .1533 iShCoreTotalUSDBd IUSB 2.4 54.00 –0.26 .0954
CabotGrowth CBTG ... 29.75 +1.74 ...
CambriaEmSharehldr EYLD 2.9 35.81 +1.28 .1842 InnovS&P500UltJan UJAN ... 30.00 +0.34 ... iShUS Div&Buyback DIVB 2.0 34.55 +1.54 .1846 VangdUSQual VFQY 1.1 107.26 +5.41 .4437 FT TCW Opp FIXD 2.0 54.31 –0.08 .095 iShCurrHdMSCIGrmny HEWG 2.4 30.43 +1.29 .3777
CambriaFgnShare FYLD 3.7 25.50 +1.20 .2731 InnovS&P500UltrJul UJUL ... 26.54 +0.24 ... iShUSInfr IFRA 2.0 31.32 +1.61 .0644 VangdUSValue VFVA 1.9 85.09 +4.52 .4828 FT TacticalHY HYLS 5.1 49.04 +0.32 .23 iShSelectDividend DVY 3.5 101.49 +4.77 .8297
CambriaGlbAssetAll GAA 2.6 30.60 +0.97 .1828 InnovS&P500UltJun UJUN ... 28.12 +0.15 ... iShUSSCValue SVAL 1.0 27.11 +1.90 .0688 VirtusWMCIntlDiv VWID 4.3 27.58 +0.47 .9254 FT TotalUSMkt TUSA .9 44.22 +2.50 .1147 iShESGAdvHYCorpBd HYXF 4.5 52.54 +0.28 .1799
CambriaGlbMomentum GMOM 1.2 27.33 +0.91 .1925 InnovS&P500Ultra UMAR ... 27.81 +0.04 ... iShUSTreasuryBdETF GOVT 1.2 26.93 –0.18 .0206 WisdTrYdEnhUSST SHAG 1.8 51.41 +0.06 .04 FT USEquityDiv RNDV 2.3 26.03 +0.97 .1733 iShESGAdvMSCI DMXF .6 64.63 +1.94 .1972
CambriaGlbRlEst BLDG 2.3 29.92 +0.65 .1709 InnovS&P500UltMay UMAY ... 27.47 +0.24 ... JPMBetaCanada BBCA 2.3 27.87 +1.30 .2212 WisdomDynCurrIntl DDWM 3.4 28.62 +0.71 .3133 FT UK Alpha FKU 1.4 38.80 +1.64 .0709 iShESGAdvMSCIEM EMXF .8 45.44 +1.87 .1734
CambriaGlbValue GVAL 1.9 21.56 +0.63 .0918 InnovS&P500UltN UNOV ... 28.46 +0.33 ... JPMBetaDevAsia BBAX 2.4 28.37 +1.12 .0999 WisdomDynCurrIntSC DDLS 3.0 32.05 +1.13 .3434 FlexShCredScoreUS SKOR 2.2 54.57 –0.05 .0814 iShESGAdvUSA USXF 1.1 32.74 +1.72 .092
CambriaMarijuana TOKE 3.0 21.43 +3.56 .088 InnovS&P500UltO UOCT ... 26.98 +0.32 ... JPMBetaEurope BBEU 2.2 26.70 +0.80 .1851 WT EM ESG Fd RESE 1.6 38.78 +1.89 .1575 FlexShRealAsset ASET 2.0 30.47 +1.07 .1718 iShESGAwareMSCI ESGD 1.6 74.66 +2.32 .6075
CambriaShareholder SYLD 1.7 53.37 +1.44 .3176 InnovS&P500UltSep USEP ... 27.28 +0.36 ... JPMBetaIntl BBIN 1.0 56.59 +1.77 .2488 WisdomTreeCpBdFd WFIG 2.3 54.55 –0.23 .0975 GlbXAI&Tech AIQ .5 29.50 +1.85 .0548 iShESGAwareEM ESGE 1.2 45.71 +2.32 .339
CambriaSovHiYdBd SOVB 2.3 26.56 +0.48 .0672 InnovS&PHiQualPfd EPRF 5.0 24.22 +0.10 .10 JPMBetaJapan BBJP 1.1 28.72 +0.97 .3145 WisdomTreeUSHYCpBd WFHY 4.7 52.56 +0.51 .1875 GlbXAuto&Elc DRIV .3 27.47 +1.57 .0202 iShESGAwareUSA ESGU 1.2 89.72 +4.15 .2921
CambriaTailRiskETF TAIL .4 20.05 –0.49 .0043 InnovTripleStkJan TSJA ... 26.19 +0.91 ... JPMBetaUSREIT BBRE 3.1 82.02 +2.65 .9715 WisdTrUSSTCpBd SFIG 1.9 51.74 +0.07 .06 GlbXCannabis POTX 2.9 18.35 +3.85 .1453 iShESG1-5YCpBd SUSB 1.8 26.15 ... .0294
CambriaTrinity TRTY 1.9 25.65 +0.47 .1734 InnovTripleStkOct TSOC ... 28.59 +0.69 ... JPM Beta1-5Y BBSA 1.7 26.08 –0.02 .0266 WisdTrUSSTHY SFHY 4.5 49.56 +0.45 .169 GlbXCnBiotech CHB ... 18.85 +1.47 ... iShESGUSDCorpBd SUSC 2.2 27.79 –0.15 .041
CambriaValue VAMO .9 21.78 +0.86 .0663 Innov20+YTrBd5Jl TFJL ... 23.87 –0.15 ... JPMBetaUSEquity BBUS 1.4 71.60 +3.25 .2884 WisdTrIntlESGFd RESD 1.8 29.03 +0.70 .1528 GlbXCleanTech CTEC .0 27.99 +1.72 .0038 iShESGEMLdrs LDEM 1.7 65.97 +3.35 .7816
ClearFocVal CFCV 1.6 30.58 +0.98 .2869 Innov20+YTrB9BfJul TBJL ... 23.89 –0.26 ... JPMCorePlusBd JCPB 1.8 55.23 –0.24 .0728 WisdTrIntlQualDiv IQDG 1.6 37.10 +0.57 .19 GlbXCloudComp CLOU ... 29.55 +2.04 ... iShESGIUSALdrs SUSL 1.3 67.69 +3.18 .2515
CornerCapFundLC FUNL .4 29.48 +1.09 .1274 InvscBalMulti PSMB 2.2 15.62 +0.29 .1334 JPMorganDisciplHY JPHY 4.4 52.18 +0.40 .0748 WisdTrUSMulti USMF 1.3 36.94 +1.36 .0965 GlbXConsciousCos KRMA .9 28.21 +1.00 .1602 iShExponentialTech XT .7 60.35 +2.04 .0108
Emles@Home LIV ... 27.85 +1.55 ... InvscConsrvMulti PSMC 2.6 13.57 +0.14 .1377 JPM IntlBdOpps JPIB 3.0 51.88 +0.30 .0866 XtrkBBUSIGCpESG ESCR 2.6 22.40 –0.20 .0446 GlbX Cybersec BUG .4 28.68 +0.81 .0004 iShFallAngelsUSDBd FALN 5.1 29.56 +0.19 .11
EmlesFedContr FEDX 1.1 27.63 +1.09 .0751 InvscFocDiscGrw IVDG ... 12.62 +0.77 ... JPM Municipal JMUB 1.8 55.43 +0.05 .0694 XtrkrsEurozone EURZ 2.7 24.89 +0.96 .2604 GlbXDAXGermany DAX 2.2 31.39 +1.32 .40 iSh5-10YIGCorpBd IGIB 2.7 61.21 –0.08 .1185
EmlesLuxuryGds LUXE .0 27.86 +1.28 .001 InvscGrwMultAll PSMG 2.0 16.89 +0.45 .12 JPM UltShtIncm JPST 1.3 50.79 –0.01 .0307 XtrkJPMEMSvn ESEB 3.5 22.27 +0.07 .0607 GlbXDataCtr VPN .6 16.29 +0.55 .0462 iShGNMABondETF GNMA 1.9 50.83 –0.05 .0804
EmlesMadeinAmer AMER 1.4 27.34 +0.85 .094 InvscModConserv PSMM 2.9 14.83 +0.23 .1466 JPMUltShMuni JMST .8 51.07 ... .0119 XtrkJPMESGUSDHY ESHY 5.8 21.25 +0.10 .0971 GlbXecomm EBIZ .4 36.55 +3.08 .1331 iShGlbCleanEnergy ICLN .3 31.18 +1.38 .03
EmlesProAlloc DEFN .4 24.65 –0.05 .0249 InvscPureDevxNA PBDM 1.7 28.05 +0.89 .0531 LHAMktStAlpha MSVX 1.8 25.48 +0.84 .4594 GlbXEdu EDUT ... 19.87 +0.84 ... iShGlbGreenBd BGRN 1.5 55.72 –0.19 .1604
EmlesRealEstCrd REC 2.1
EsotericaNextG WUGI ...
25.30
57.70
+0.03
+4.53
.0348
...
InvscPureFTSEEM PBEE 1.7
InvscPureMSCIUSA PBUS 1.3
30.87
39.81
+1.33
+1.64
.0377
.1278
LHA MktStTact MSTB
LeggMasonIntLowVol LVHI
1.7
3.9
28.45
23.71
+1.17
+0.42
.4802
.0635 NASDAQ GlbX EM Internet EWEB ...
GlbXFinTech FINX ...
19.10
49.83
+1.77
+4.83
...
...
iShGlbTimber WOOD
iShiBdsDec30Trea IBTK
.9
.6
83.12
24.04
+3.92
–0.18
.31
.0124
EuclidCapGrwth EUCG ... 27.14 +1.49 ... InvscPrMSCIUSASC PBSM 1.0 37.21 +2.35 .1988 MainSectorRot SECT 1.4 37.50 +2.01 .0359 GlbXGen&Biotech GNOM .0 27.03 +2.22 .0324 iShiBdsDec28Trea IBTI .6 25.96 –0.12 .0158
FTCboeVestBf BUFR ... 21.78 +0.45 ... InvscPureUSAggBd PBND 2.5 26.33 –0.12 .0492 MainThemInnov TMAT ... 26.84 +2.14 ... AdvShDWAlphaEW DWEQ .0 29.11 +1.45 .0053 GlbX Health&Well BFIT .5 26.58 +1.37 .0979 iShiBdsDec25Trea IBTF .6 26.00 –0.04 .0148
FTCboeVestFdDpBf BUFD ... 20.11 +0.25 ... InvscPure0-5YTIPS PBTP 1.2 26.09 +0.05 .2316 Merlyn.AIBest BOB ... 25.20 +1.10 ... AdvShDW FSM AC DWAW .0 40.55 +2.65 .0602 GlbXInternetThings SNSR .2 34.00 +1.43 .0642 iShiBdsDec24Trea IBTE .6 25.88 –0.03 .0139
FTCboeVestGold BGLD ... 19.58 –0.23 ... InvscRealAssets IVRA 15.4 12.22 +0.48 .1569 MerlynAISectSurf DUDE ... 28.97 +1.78 ... AdvShDW FSM US DWUS .1 36.53 +1.93 .0679 GlbXLongevityThem LNGR .3 29.24 +1.04 .055 iShiBdsDec29Trea IBTJ .7 25.79 –0.16 .0171
FTCboeVestGr100Dec QDEC ... 20.62 +0.63 ... InvscRuss1000Dyn OMFL 1.4 42.64 +2.01 .1903 MotleyFool100 TMFC ... 37.00 +1.96 ... AdvShDorseyMc DWMC ... 36.52 +4.52 ... GlbXMSCISuperDiv EFAS 4.3 14.86 +0.06 .055 iShiBdsDec21Trea IBTA .3 25.36 ... .0016
FTCboeVestIntlDec YDEC ... 20.50 +0.49 ... InvscRs1000EnhEW USEQ 2.7 32.17 +1.28 .2595 MotleyFoolSCGrw MFMS ... 42.50 +2.99 ... AdvShDorseyShrt DWSH ... 10.25 –0.41 ... GlbXMillThematic MILN .2 40.55 +3.04 .0572 iShiBdsDec27Trea IBTH .6 25.96 –0.10 .0138
FTCboeUSBuffJul FJUL ... 33.35 +0.62 ... InvscRuss2000Dyn OMFS .9 38.63 +2.67 .1014 NuvESGEMEquity NUEM ... 36.81 +1.85 ... AlphaMarkActiveMgd SMCP .5 29.01 +1.79 .1452 GlbXNasd100Cv QYLD 11.0 23.42 +0.59 .2288 iShiBdsDec26Trea IBTG .6 26.04 –0.05 .0145
FTCboeUSBuffAug FAUG ... 35.13 +0.77 ... InvscS&P500MinVar SPMV 1.7 34.09 +0.78 .1433 NuvESGIntlDev NUDM ... 30.11 +0.97 ... ArrowInvDWATact DWAT ... 12.69 +0.18 ... GlXNasd100CCGrw QYLG 5.6 31.01 +1.01 .1496 iShiBdsDec23Trea IBTD .5 25.71 –0.01 .0102
FTCboeUSBuffDec FDEC ... 31.15 +0.87 ... InvscS&PIntlDev IDHD 3.8 25.94 –0.07 .1873 NuvESG LC NULC 1.3 36.70 +1.76 1.42 ClearBr AC Grw CACG .5 45.23 +1.66 .2087 GlbXRenewEner RNRG 2.9 18.74 +0.60 .1031 iShiBdsDec22Trea IBTB .7 25.43 ... .0131
FTCboeUSBuffFeb FFEB ... 33.61 +0.52 ... InvscS&PSCHiDiv XSHD 5.1 21.01 +0.75 .0644 NuvESGLCGrowth NULG .2 59.58 +3.21 1.5115 ClearBrDivStrat YLDE 1.5 35.95 +1.08 .14 GlbX Robotics&AI BOTZ .2 35.06 +1.21 .0636 iShIndia50ETF INDY .1 45.44 +3.76 .0328
FTCboeUSBuffJan FJAN ... 30.64 +0.90 ... InvscS&PSCQuality XSHQ 1.1 35.72 +2.20 .0909 NuvESGLCValue NULV 1.4 33.57 +1.25 .468 ClearBrLCGrw LRGE .4 50.90 +1.87 .1849 GlbXS&PCathDvxUS CEFA 1.7 30.52 +0.75 .2562 iShIntlDevRealEst IFGL 2.2 27.04 +0.32 .2051
FTCboeUSBuffJun FJUN ... 34.37 +0.63 ... InvscSelectGrw IVSG ... 12.87 +0.74 ... NuvESGMCGrowth NUMG .0 51.79 +3.07 .3748 CSX-LinksCrudeOil USOI 63.5 4.95 +0.13 .1811 GlbXS&P500Catholic CATH 1.2 47.84 +2.24 .3287 iShIntlTreasuryBd IGOV ... 54.22 –0.53 ...
FTCboeUSBuffMay FMAY ... 34.79 +0.48 ... InvscUSLCCoreESG IVLC ... 12.42 +0.45 ... NuvESGMCValue NUMV 1.3 31.91 +1.58 .4164 CSXLGoldCvETN GLDI 15.0 9.27 –0.17 .0921 GlbXSocialMedia SOCL ... 72.48 +6.91 ... iShJPMUSDEmgBd EMB 3.9 114.22 +0.37 .3616
FTCboeUSBuffNov FNOV ... 35.71 +0.84 ... iPathS&P500DynVIX XVZ ... 39.03 +0.04 ... NuvESGSC NUSC .5 42.34 +1.91 .1991 CSX SilverETN SLVO 25.8 6.72 +0.20 .2103 GlbXSuperDividAlt ALTY 8.8 12.18 +0.33 .0776 iShMBSETF MBB 2.0 110.18 –0.11 .1916
FTCboeUSBuffOct FOCT ... 32.03 +0.76 ... iPathS&PMLPETN IMLP 9.5 10.60 +0.47 .2207 NuvShTermREIT NURE 3.3 27.77 +0.99 .3946 DemzPolitical DEMZ .3 23.58 +1.20 .0616 GlbXSuperDivdREIT SRET 8.6 9.14 +0.26 .0525 iShMSCI ACWI ACWI 1.4 94.49 +4.05 .6859
FTCboeUSBuffSep FSEP ... 32.55 +0.70 ... iPathBS&P500VIXMid VXZ ... 33.29 –2.41 ... OShEurQualDiv OEUR 3.6 24.97 +0.38 .01 DavisFinl DFNL 1.4 25.18 +1.62 .347 GlbXTelemed EDOC .0 21.73 +1.25 .0064 iShMSCIACWIxUS ACWX 1.8 55.34 +2.15 .4912
FTCboeUSDeepAug DAUG ... 33.35 +0.46 ... iPathS&P500VIX VXX ... 16.47 –4.61 ... OShGlbInternet OGIG ... 61.42 +4.88 ... DavisSelectIntlETF DINT .3 24.87 +1.12 .064 GlbX ThemGrwth GXTG .4 54.81 +6.04 .1874 iShMSCIACxJpn AAXJ 1.0 98.73 +5.21 .6843
FTCboeUSDeepDec DDEC ... 30.76 +0.52 ... iPath5-YearBear DFVS ... 13.90 +0.22 ... OShUSQualDiv OUSA 2.0 38.39 +0.98 .0462 DavisUSEquity DUSA .5 31.42 +1.92 .149 GlbXVideoGames HERO .6 34.86 +2.53 .2069 iShMSCIBrazilSC EWZS 1.2 16.58 +1.05 .0358
FTCboeUSDeepFeb DFEB ... 32.72 +0.37 ... iPathUSTrea5YrBull DFVL ... 84.13 –0.23 ... OShUSSCQualDiv OUSM 1.9 32.22 +1.44 .034 DavisWorldwide DWLD .2 33.66 +2.21 .075 HighlandSrLoan SNLN 3.0 16.15 +0.01 .0338 iShMSCIChina MCHI .9 92.40 +4.88 .6037
FTCboeUSDeepJan DJAN ... 30.36 +0.53 ... iShAdCurrHdgMSCI DEFA 2.1 30.91 +0.94 .3567 OpusSCValue OSCV 1.0 29.94 +1.62 .0958 DefNasdJrBio IBBJ .0 39.40 +3.58 .2998 IQChaikinUSLC CLRG 1.5 29.97 +1.35 .1172 iShMSCI EAFE SC SCZ 1.5 71.01 +2.92 .023
FTCboeUSDeepJul DJUL ... 31.90 +0.39 ... iShIntmGovt/CredBd GVI 1.8 116.99 –0.21 .1536 PacerBioThreat VIRS .6 29.70 +0.37 .0394 DorseyWrightETN36 BMLP 8.2 39.44 +1.58 .8095 IQ Chaikin US SC CSML .9 32.55 +2.10 .1464 iShMSCI EM Asia EEMA 1.1 95.85 +4.62 .7661
FTCboeUSDeepJun DJUN ... 32.61 +0.39 ... iShBrdUSDHYCpBd USHY 5.3 41.41 +0.24 .1798 PacerIntCashCow100 ICOW 2.4 29.83 +0.91 .2428 FidelityNasdaq ONEQ .7 537.93 +31.93 1.041 InvscActMgdETC PDBC .0 16.49 +0.74 .0013 iShMSCIEMxChina EMXC 1.4 59.94 +2.89 .5838
FTCboeUSDeepMay DMAY ... 32.90 +0.26 ... iShConvBond ICVT 1.0 107.04 +7.21 .0631 PacerGlCashCows GCOW 4.0 29.38 +0.57 .2921 FT AltAbsRet FAAR 3.0 27.67 +0.25 .8214 InvscBldrSEM50ADR ADRE .8 63.12 +3.99 .2038 iShMSCIEuropeFinls EUFN 1.4 17.84 +1.02 .0711
FTCboeUSDeepNov DNOV ... 33.56 +0.45 ... iShCoreMSCIEAFE IEFA 1.8 70.98 +2.40 .6123 PacerSaltHitruUS SLT 1.6 39.33 +3.01 .6286 FT APxJapan FPA 1.5 33.97 +1.50 .2877 InvscBS2030CorpBd BSCU 2.0 19.98 ... .0304 iShMSCIEuropeSmCp IEUS 1.2 64.72 +2.55 .367
FTCboeUSDeepOct DOCT ... 31.15 +0.44 ... iShCurrHdgMSCIEAFE HEFA 2.0 31.58 +1.09 .2631 PacerSaltLowUS LSLT 2.2 28.63 +0.52 .1233 FT BICK BICK .4 41.16 +2.82 .1165 InvscBS2030MuniBd BSMU 1.6 25.81 +0.04 .0346 iShMSCIGlblGoldMin RING .8 29.02 +0.42 .1443
FTCboeUSDeepSep DSEP ... 31.29 +0.38 ... iShCurrHdgMSCIEM HEEM 1.4 33.74 +1.79 .313 PacerSwanSOSCon PSCX ... 20.98 +0.36 ... FT BrazilAlpha FBZ 2.7 12.94 +0.78 .055 InvscBull2028CpBd BSCS 2.5 23.35 –0.01 .0459 iShMSCIGlbImpact SDG .9 97.84 +1.75 .4078
FidelityBlueChipGr FBCG .0 31.11 +2.38 .002 iShIntlSelDividend IDV 5.3 30.20 +0.67 .2138 PacerSwanSOSFlex PSFD ... 21.30 +0.65 ... FT BuyWrite FTHI 4.6 20.71 +0.50 .08 InvscBull2025CpBd BSCP 2.4 22.50 ... .0363 iShMSCIJapanEW EWJE 1.2 40.09 +1.19 .2222
FidelityBlueChipV FBCV .6 24.91 +0.82 .043 iShTransportAvg IYT .9 225.34 +12.22 .384 PacerSwanSOSFd PSFF ... 20.72 +0.47 ... FT CEFIncmOpp FCEF 4.8 23.37 +0.80 .09 InvsBull25HYCpBd BSJP 4.9 24.56 +0.23 .101 iShMSCIJapanVal EWJV 1.9 27.26 +1.30 .2295
FidelityGrwOpps FGRO ... 20.60 ... ... iShU.S.Industrials IYJ 1.7 98.61 +5.37 .2745 PacerSwanSOSMod PSMD ... 21.07 +0.46 ... FT CA MuniHi FCAL 2.1 54.65 +0.11 .095 InvscBull2024CpBd BSCO 2.4 22.37 +0.03 .0408 iShMSCINewZealand ENZL 1.7 67.78 +0.08 .7631
FidelityLowDurBd FLDR 1.1 50.97 –0.02 .017 iShUSAerospace&Def ITA 1.9 95.99 +6.91 .2031 PacerTrendEurIndex PTEU ... 22.54 +0.88 ... FT CapStrength FTCS .9 67.76 +2.15 .2077 InvsBull24HYCpBd BSJO 4.5 25.03 +0.24 .0949 iShMSCIQatar QAT 2.6 18.60 –0.05 .4861
FidelityMagellan FMAG ... 20.22 ... ... iShUSHomeConstrn ITB .4 63.03 +4.06 .0775 PacerTrendpilot450 PTMC .5 33.85 +0.97 .1712 FT ChinaAlphaDEX FCA 4.2 28.43 +0.79 .2061 InvscBull2021CpBd BSCL 2.1 21.17 –0.01 .0301 iShMSCITurkeyETF TUR .8 28.96 +2.30 .0776
FidelityNewMill FMIL .9 25.46 +1.18 .007 iShUSOil&GasExpln IEO 2.8 40.97 +3.38 .2213 PacerTrendpilot100 PTNQ .2 53.49 +1.49 .0831 FT CloudComp SKYY .2 107.40 +8.59 .0443 InvsBull21HYCpBd BSJL 3.9 23.09 +0.01 .0618 iShMSCIUAE UAE 4.2 13.23 +0.24 .0076
FidelityRealEst FPRO ... 20.10 ... ... iShUSTelecomm IYZ 2.5 31.75 +0.96 .1901 PacerTrendpilot750 PTLC 1.0 33.88 +1.51 .3523 FT DevIntlEquity RNDM 1.1 52.87 +0.94 .3079 InvscBull2027CpBd BSCR 2.4 22.33 +0.04 .0422 iShMornMCValue JKI 2.5 166.23 +8.13 .818
FidelityS-MCOpps FSMO ... 20.67 ... ... iShESGAwareAgg EAOA 1.4 31.58 +1.05 .1543 PacerUSCashCows100 COWZ 2.4 36.20 +1.42 .2469 FT DevMkts FDT 2.3 59.34 +2.58 .8998 InvscBull2026CpBd BSCQ 2.4 21.82 +0.04 .0398 iShNasdaqBiotech IBB .2 169.05 +8.41 .0655
FidelityStkInfl FCPI 5.4 26.88 +0.91 .543 iShESGAwareCon EAOK 1.6 27.29 +0.30 .0168 PacerUSSCCash100 CALF .7 36.47 +2.22 .121 FT DevMktsXUS FDTS 2.0 43.45 +0.28 .4026 InvsBull26HYCpBd BSJQ 4.6 25.68 +0.21 .097 iSh1-5YIGCorpBd IGSB 2.3 55.09 –0.03 .0959
FidelityTargEM FDEM 2.1 28.73 +1.23 .102 iShESGAwareGrw EAOR 1.4 29.83 +0.75 .1405 PacerWealthShield PWS .5 30.86 +1.68 .0238 FT DorseyDyn5 FVC .2 33.25 +1.91 .0607 InvscBull2023CpBd BSCN 2.3 21.86 +0.03 .0355 iSh13YearIntlTBd ISHG ... 83.88 –0.49 ...
FidelityTargIntl FDEV 2.0 27.85 +0.65 .044 iShESGAwareMod EAOM 1.3 28.13 +0.46 .1286 PointBridgeGOP MAGA 2.5 31.10 +1.52 .7667 FT DorseyFoc5 FV .1 43.32 +2.53 .025 InvsBull23HYCpBd BSJN 4.6 25.42 +0.18 .0938 iShPHLXSemicond SOXX .8 405.61 +14.19 .7469
FTLuntUSFactor FCTR .4 31.74 +2.23 .0017 iShESGMSCIUSASC ESML .9 37.78 +2.24 .1311 PremiseCapDivTact TCTL 1.0 30.81 +0.85 .3151 FT DorseyIntl5 IFV 1.4 23.86 +1.25 .1087 InvscBull2022CpBd BSCM 2.2 21.73 +0.03 .0333 iShPfd&Incm PFF 4.8 38.10 +0.25 .1497
FlexShCredScUSLg LKOR 3.2 60.41 –0.80 .1416 iShESGScrS&P500 XVV 1.2 29.62 +1.21 .0897 ProShGlbListedPrv PEX 5.2 34.03 +2.02 .4724 FT DW Momentum DDIV 2.5 26.37 +1.82 .2207 InvsBull22HYCpBd BSJM 4.1 23.33 +0.12 .0772 iShRuss1000PureUS AMCA 2.1 32.39 +1.07 .1676
FlexMrnUSMktFtrTlt TILT 1.4 153.57 +6.89 .6828 iShESGScrS&PMC XJH 1.3 34.14 +1.88 .114 ProShHY IntRt HYHG 5.1 62.53 +0.28 .2506 FT DW Mom&Low DVOL .6 24.63 +0.75 .0094 InvscBS2028HY BSJS 4.6 25.72 +0.19 .1046 iShS&PSC600Growth IJT .6 128.45 +7.17 .2479
FlexSTOXXGlbESGImp ESGG 1.3 128.57 +4.45 .4499 iShESGScrS&PSC XJR 2.1 36.96 +1.75 .1933 ProShInvGrdIntRt IGHG 2.7 75.69 +0.35 .1414 FT DW Mom DVLU 1.2 19.81 +1.27 .0729 InvscBS2028MuniBd BSMS 1.7 26.40 +0.04 .0334 iShS&P EM Infra EMIF 2.6 24.31 +1.01 .3221
FlexSTOXXUSESGImp ESG 1.3 95.32 +4.26 .3534 iShEdgeHYDefBd HYDB 5.8 51.56 +0.30 .245 ProShK1FreeCrude OILK .1 50.39 +4.22 .0556 FT DorseyWright DWPP .5 29.45 +1.28 .0093 InvscBS2025MuniBd BSMP 1.3 26.04 +0.02 .022 iShGlobalInfra IGF 2.3 44.43 +1.80 .5794
FlexShUSQualLC QLC 1.3 42.66 +1.73 .146 iShEdgeInvGrEnhBd IGEB 2.9 54.40 –0.24 .124 ProShLCCorePlus CSM 1.2 88.74 +3.65 .2826 FTDorseyDALI1 DALI 1.1 23.66 +1.54 .0056 InvscBS2024MuniBd BSMO 1.1 25.81 –0.02 .0169 iShShortTreaBd SHV .5 110.53 +0.01 .1554
FormulaHdgGrwth FFHG .4 32.22 +1.75 .0734 iShEdgeMSCIMinEAFE EFAV 1.3 73.61 +1.02 .9773 ProShDivGrowers EFAD 1.5 43.55 +0.52 .156 FT DJ IntlInt FDNI .1 52.66 +4.33 .0744 InvscBS2024USDEM BSDE 3.5 26.37 +0.10 .0766 iSh1-3YTreasuryBd SHY .8 86.38 –0.02 .0301
FormulaFolIncm FFTI 2.1 24.31 +0.14 .0209 iShEdgeMSCIMinVlEM EEMV 2.3 63.67 +1.99 .9422 ProShMSCIEMDiv EMDV 3.0 60.18 +2.48 .3191 FT MultAsstDiv MDIV 5.8 15.52 +0.41 .084 InvscBull2029CpBd BSCT 2.2 21.50 –0.01 .035 iSh7-10YTreasuryBd IEF 1.0 117.83 –0.81 .0776
FormulaFolSmartGrw FFSG 1.5 33.04 +1.51 .2996 iShEdgeMSCIMinVol ACWV 1.8 97.28 +2.04 .791 ProShMSCIEurDiv EUDV 1.3 46.99 +0.79 .06 FT NasdTechDiv TDIV 2.0 51.98 +1.96 .4005 InvscBS2029MuniBd BSMT 1.8 26.27 +0.02 .0334 iSh20+YTreasuryBd TLT 1.6 148.03 –3.97 .1758
FormulaFolTactGrw FFTG 1.0 29.05 +0.77 .2199 iShEdgeMSCIMinUSA USMV 1.8 67.72 +1.69 .3023 ProShMergerETF MRGR ... 39.70 +0.27 ... FT EM Alphadex FEM 2.6 26.30 +1.12 .4512 InvscBS2021MuniBd BSML .7 25.34 –0.01 .0098 iSh0-5YInvGrdCpBd SLQD 2.3 52.11 –0.03 .0808
FrankDisrComm BUYZ ... 58.97 +6.20 ... iShMSCIMinVolUSASC SMMV 1.3 36.24 +1.66 .1678 ProShMornAltSoln ALTS .9 37.81 +0.69 .1085 FT EM EquitySel RNEM 2.9 47.95 +1.64 .3285 InvscBS2021USDEM BSAE 3.7 25.31 +0.06 .0768 JanusSCGrwAlpha JSML .3 70.25 +5.29 .1263
FrankExpData XDAT ... 26.86 +1.91 ... iShEdgeMSCIUSAMom MTUM .8 174.11 +10.25 .3098 ProShPetCare PAWZ .1 75.95 +3.53 .039 FT EM LocalCurr FEMB 5.3 37.51 +0.38 .16 InvscBS27HYCpBd BSJR 4.5 25.61 +0.27 .1026 JanusS/MC GrwAlph JSMD .2 67.88 +3.11 .0933
FrankGenAdv HELX .0 50.82 +2.91 .0518 iShEdgeMSCIUSAQual QUAL 1.4 118.01 +5.09 .4078 ProShRuss2000Div SMDV 2.0 60.28 +2.87 .4239 FT EM SC Alpha FEMS 2.8 43.19 +2.24 .2508 InvscBS2027MuniBd BSMR 1.4 25.95 +0.07 .0216 LeggMasonGlbInfr INFR 3.0 30.17 +1.22 .1333
FrankIntMach IQM .0 47.36 +2.49 .0043 iShEdgeMSCIUSAVal VLUE 2.2 93.71 +3.93 .5351 ProShRussUSDivGrw TMDV 2.2 42.65 +1.24 .3383 FT EnhShtMat FTSM 1.1 60.03 +0.01 .029 InvscBS2026MuniBd BSMQ 1.5 26.04 +0.01 .0263 LeggMasonLVHD LVHD 2.6 32.81 +0.64 .067
FrankHYCorp FLHY 5.6 26.59 +0.30 .1813 iShUSFixedIncmBal FIBR 2.5 102.17 –0.15 .1732 ProShS&P500Arist NOBL 2.1 80.93 +2.69 .5348 FT EuropeAlpha FEP 2.2 39.62 +1.42 .4782 InvscBS2023MuniBd BSMN .9 25.65 –0.03 .0132 LeggMasonSCQualVal SQLV 1.1 32.58 +1.26 .1477
FrankIntlAggBd FLIA .5 25.30 –0.10 .0214 iShEmMkCorpBdFd CEMB 3.8 52.91 +0.03 .1532 ProShS&PMC400 REGL 2.3 65.15 +2.37 .5134 FTEurozoneAlpha FEUZ 1.4 43.48 +1.61 .2173 InvscBS2023USDEM BSCE 3.7 26.40 +0.02 .0825 LoncarCancerETF CNCR .8 35.14 +2.31 .2881
FrankSrLoan FLBL 3.2 24.92 +0.06 .1419 iShEM HY Bd EMHY 5.4 46.12 +0.41 .2103 ProShS&PTechDiv TDV 1.1 54.53 +2.05 .1664 FT GerAlpha FGM 1.3 52.53 +1.38 .2873 InvscBS2022MuniBd BSMM .8 25.48 +0.01 .0098 LoncarChinaBio CHNA .4 39.83 +3.28 .1546
FranklinLib US FLQL 2.0 38.35 +1.13 .2354 iShEvolCnStpls IECS 2.1 30.43 +0.83 .1836 ProShShortUSDEmgBd EMSH 2.8 73.63 +0.14 .1535 FT GlTactCommod FTGC ... 20.57 +0.68 ... InvscBS2022USDEM BSBE 3.9 25.97 +0.08 .0824 LongTermCareETF OLD 1.9 30.59 +1.09 .2449
FranklinLibUS MC FLQM 1.1 39.16 +1.45 .1633 iShEvolUSDisc IEDI .8 41.48 +1.93 .108 ProShShtVIXST SVXY ... 40.49 +4.48 ... FTHdgBuyWriteIncm FTLB 3.2 20.73 +0.29 .055 InvscBuyBackAch PKW 1.4 77.48 +3.39 .2311 Merlyn.AITactGrw SNUG .9 28.37 +0.79 .2283
FranklinLibUS SC FLQS 1.1 35.00 +1.42 .1348 iShEvolUSFin IEFN 2.0 26.57 +1.53 .1361 ProShTrMgdFut FUT .1 40.68 +0.14 .0564 FT IPOXEurEq FPXE 1.3 30.24 +1.53 .2332 InvscDWABasicMatl PYZ 1.0 74.88 +5.18 .1531 Nasdaq7HANDL HNDL 3.2 25.56 +0.34 .1479
Freedom100EM FRDM 1.0 33.79 +1.32 .1316 iShEvolUSHlthcr IEHS .8 38.60 +0.55 .0996 ProShUltVIXST UVXY ... 10.05 –4.59 ... FT GlblAgri FTAG 1.6 28.75 +0.92 .1098 InvscDWAConsCyc PEZ .3 93.93 +10.92 .0839 PacerCashCows HERD 1.8 30.09 +0.86 .1615
GlbX FdrRunCos BOSS 1.0 33.18 +2.24 .3365 iShEvolUSInnHlthcr IEIH 1.0 34.66 +0.93 .6574 ProShsVIXMTFut VIXM ... 39.86 –2.69 ... FT GlbNatRscs FTRI 3.5 12.37 +0.54 .0733 InvscDWACnsStpls PSL .8 91.85 +4.49 .174 PacerEMCashCows ECOW 3.2 25.03 +1.05 .014
GlbXRuss2000Cvr RYLD 10.5 23.47 +0.99 .2272 iShEvoUSMedia IEME .6 36.90 +2.03 .0681 ProShsVIXSTFut VIXY ... 13.48 –3.83 ... FTIndiaNifty50EW NFTY .6 42.11 +3.72 .0132 InvscDWADevMkt PIZ .4 34.40 +1.11 .0178 PrincipalHlthInnov BTEC .0 68.44 +5.19 .2154
GlbXTarget5 TFIV 5.1 23.81 +0.14 .0925 iShEvolUSTech IETC .5 50.24 +2.98 .0555 RareviewDynFx RDFI 4.8 27.61 +0.49 .0629 FTIndxxInnTran LEGR .9 39.61 +1.96 .0955 InvscDWAEMMom PIE 1.2 25.26 +1.83 .1136 PrincipalIntMult PDEV 1.6 28.98 –0.18 .0933
GlbXTargetPlus2 TFLT 3.2 24.13 –0.08 .06 iShExpTechSftwr IGV .3 377.16 +28.30 .0695 RareviewTaxAdv RTAI 2.9 26.60 +0.23 .0709 FTIndxxNextG NXTG 1.0 73.29 +2.12 .2695 InvscDWAEnerMom PXI 1.4 21.78 +2.28 .0216 PrincplMillennials GENY .6 64.24 +4.43 .1846
GlbXUSInfrDevt PAVE .4 22.08 +1.28 .0009 iShMtgRealEstCap REM 7.4 33.07 +1.97 .5339 RevWeightUSLC RVRS 1.8 19.70 +0.92 .3525 FTIntlDevCapStr FICS ... 31.30 +0.77 ... InvscDWAFinMom PFI 1.4 46.43 +3.71 .0671 PrincipalQual PSET 1.1 46.97 +1.46 .134
GSAccInflUSDBd GTIP 1.0 57.47 –0.09 .0423 iShUSBlendStyle STLC 1.4 37.19 +1.42 .1662 SPDRDoubleEMFixed EMTL 3.2 51.15 +0.07 .1211 FTIntlEquOpps FPXI .2 74.72 +4.80 .0126 InvscDWAHlthcrMom PTH ... 179.06 +13.50 ... PrinUSMega USMC 1.5 36.53 +1.37 .1296
GSAccUltShBd GSST 1.0 50.81 –0.01 .0138 iShFctUSGrwStyle STLG .7 33.24 +1.23 .052 SPDRDoubleShDurTR STOT 1.6 49.94 –0.13 .0688 FT JapanAlpha FJP 1.0 52.35 +1.40 .1709 InvscDWAIndlsMom PRN .1 105.38 +6.89 .0079 PrinUSSCMulti PSC 1.1 41.05 +2.44 .1487
GS EW US LC Equity GSEW 1.5 60.06 +2.88 .2048 iShUSMidBlendStyle STMB 1.5 39.18 +1.85 .2401 SPDRNuvMuniBd MBND ... 30.08 ... ... FT LC CoreAlpha FEX 1.1 77.65 +3.78 .2494 InvscDWAMom PDP .1 90.90 +5.28 .0237 PrincipalValue PY 2.7 36.49 +1.70 .231
GSMarketBetaEM GSEE 4.4 59.66 +2.89 .2646 iShUSSmBlendStyle STSB 1.3 46.11 +3.08 .2737 SabaClosedEndFds CEFS 8.3 20.31 +0.40 .14 FT LC GrwthAlpha FTC .4 102.42 +5.66 .037 InvscDWASCMom DWAS .2 90.31 +9.82 .0232 ProcureSpace UFO .9 30.27 +3.02 .1628
GSMarketBetaInt GSID 2.0 53.57 +0.50 .3178 iShFctUSValStyle STLV 2.2 25.76 +1.01 .1739 2ndVoteLifeNeutral LYFE .1 27.13 +1.15 .0264 FT LC US Equity RNLC 1.6 28.50 +1.15 .1152 InvscDWATechMom PTF ... 161.78 +15.83 ... ProShEquRising EQRR 2.0 40.40 +2.00 .27
GSMarketBetaUS GSUS 1.5 54.35 +2.34 .2058 iShFloatingRateBd FLOT 1.1 50.83 –0.01 .0217 2ndVoteSocDef EGIS .1 28.21 +1.27 .026 FT LC Value FTA 1.9 58.04 +2.41 .3597 InvscDWAUtilMom PUI 2.4 32.15 +0.80 .1623 ProShUltNdBio BIB ... 106.98 +10.06 ...
HartfordCoreBd HCRB 1.2 41.53 –0.14 .0297 iShGlbxUSDHiYdCpBd HYXU 1.5 56.38 +0.12 .8181 SirenDivDefender DFND ... 36.40 +0.38 ... FT LatAmAlpha FLN 1.7 18.86 +1.14 .0693 InvscDivAchvrs PFM 1.9 33.10 +1.01 .165 ProShUltNasdCloud SKYU ... 48.14 +7.45 ...
HartfordLowVolIntl RODE 3.0 27.39 +0.23 .44 iShGlbHiCorpBdFd GHYG 4.4 50.73 +0.21 .1894 SirenDivLdrsDiv LEAD .8 47.97 +1.24 .156 FT LowDurOpp LMBS 2.3 51.55 +0.05 .09 InvscIntLowBeta IDLB 1.2 29.95 –0.08 .1543 ProShUltNasdCyber UCYB ... 39.81 +2.25 ...
HartfordShrtDur HSRT 2.8 41.31 +0.08 .0641 iShGoldStrategy IAUF 8.0 55.77 –1.09 4.4706 SmartSustEnerII SULR ... 33.91 +1.98 ... FT LowDurStrat LDSF 2.6 20.46 +0.07 .03 InvscFTSEUS1500SM PRFZ .8 169.90 +12.15 .3136 ProShUltPrQQQ TQQQ .0 105.30 +14.83 .0001
InnovDoubStkJan DSJA ... 26.15 +0.94 ... iShiBdsDec2028Muni IBMQ 1.2 27.69 ... .0255 StrategyResRobust ROMO .9 26.12 +1.05 .2422 FT MgdMuni FMB 2.2 57.21 +0.14 .0975 InvscGlblWater PIO .9 35.78 +0.91 .0819 ProShUltShtQQQ SQQQ 2.6 12.51 –2.20 .3262
InnovDoubStkOct DSOC ... 28.66 +0.85 ... iShiBdsDec25Muni IBMN 1.1 28.20 –0.02 .0179 SwanHdgEqUSLC HEGD ... 17.18 +0.41 ... FT MC CoreAlpha FNX 1.0 90.47 +5.63 .3367 InvscGoldenDragon PGJ .2 77.87 +8.30 .0817 ProShUltShNdBtech BIS .6 18.64 –1.96 .1057
InnovDbStk9Jan DBJA ... 25.88 +0.65 ... iShiBdsDec24Muni IBMM 1.2 27.12 –0.01 .0203 3DPrintingETF PRNT ... 45.65 +5.94 ... FT MC GrwthAlpha FNY .2 72.70 +4.95 .0697 InvscHYBd IHYF 2.4 25.62 +0.15 .1014 SPDRDorseyWrightFx DWFI 2.7 26.37 +0.33 .0346
InnovDbStk9Oct DBOC ... 27.48 +0.53 ... iShiBdsDec27Mun IBMP 1.1 27.38 –0.04 .0205 TrendAggSG TEGS .0 27.01 +0.49 3.0537 FT MC US Equity RNMC 1.3 25.71 +1.20 .1355 InvscHYEquDivAch PEY 4.1 18.16 +0.74 .0635 SimplifyGrwEq QQC .6 28.26 +1.39 .0431
InnovNasd100Oct NOCT ... 36.74 +0.79 ... iShiBdsDec26Muni IBMO 1.0 27.16 ... .0157 TrendAggUS TAEQ .0 26.71 +0.54 2.1143 FT MC ValAlpha FNK 1.5 38.44 +2.15 .2242 InvscIntlBuyBkAch IPKW 1.4 40.75 +1.93 .0891 SimplifyGrwEqDwn QQD .6 27.74 +1.31 .0429
InnovNasd100Apr NAPR ... 35.72 +0.12 ... iShiBdsDec23Muni IBML 1.4 26.22 –0.02 .0263 TrimDonForRisk DFNV .0 27.56 +1.20 .0053 FT MCGrAlpDX FAD .3 114.13 +7.47 .0528 InvscIntlDivAch PID 3.0 16.04 +0.55 .1139 SirenLCBlend SPQQ .9 29.65 +1.33 1.462
M24 BARRON’S February 8, 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.
SirenNasdNexGen BLCN .5 44.17 +3.38 .1022 AmpCWPEnhDiv DIVO 4.9 33.11 +0.99 .1525 DirexSemiBear3 SOXS 10.2 13.77 –1.70 .6415 FT UltShDurMuni FUMB .9 20.20 +0.03 .011 HartfordSchTax HTAB 1.4 21.84 +0.02 .0174 InvscS&P500PrVal RPV 2.0 66.16 +3.20 .2224
SoFiGigEcon GIGE .3 44.48 +4.42 .124 AmplifyCrowdBur LEND ... 16.41 +1.60 ... DirexSemiBl3 SOXL .0 550.84 +49.83 .0034 FT UtilAlpha FXU 3.9 28.51 +0.69 .242 HartfordTRBd HTRB 2.5 41.41 –0.11 .0628 InvscS&P500Qual SPHQ 1.5 43.38 +1.52 .1757
VanEckBiotech BBH .3 192.91 +5.63 .6079 AmplifyHiIncm YYY 9.5 16.40 +0.43 .13 Direx7-10TreaBr3 TYO .5 8.46 +0.18 .0287 FT ValDivFd FVD 2.3 35.56 +1.00 .2112 HealthCareSelSect XLV 1.5 115.67 +0.64 .4643 InvscS&P500Rev RWL 1.7 64.93 +2.64 .273
VanEckFallAnglHYBd ANGL 4.6 32.37 +0.30 .1177 AmplifyOnlRetail XBUY ... 58.39 +5.28 ... Direx7-10TreaBull TYD .3 56.54 –0.93 5.7353 FT Water FIW .5 75.82 +4.13 .1228 High Yield HYLD 7.4 32.43 +0.22 .20 InvscS&P500Top50 XLG 1.2 296.50 +13.45 .9511
VanEckGaming BJK .4 50.55 +5.15 .2222 AmplifyLithium BATT .2 17.75 +0.68 .0336 DirexScBear3 TZA .0 4.58 –1.22 .6653 FlexShSelBdFd BNDC 2.2 26.62 –0.14 .043 HorizonKinInfltn INFL ... 25.45 +1.21 ... InvscS&P500ValMom SPVM 2.0 42.65 +1.60 .2024
VanEckPharm PPH 1.6 69.24 +1.10 .2662 AmplifyOnlineRet IBUY .5 133.47 +9.51 .6164 DirexSCBull3 TNA .0 93.95 +18.68 .0103 FlexShDevMkxUSQu QLVD 1.8 26.56 +0.28 .1234 HoyaCapHousing HOMZ 2.9 35.01 +1.61 .02 InvscS&PGlbWater CGW 1.4 48.57 +1.60 .6603
VanEckRetail RTH .6 162.64 +5.75 1.0027 AmpPureJrGold JGLD ... 26.74 +0.72 ... DirexKRBull3 KORU .0 46.47 +6.47 .0031 FlexShDiscDurMBS MBSD 2.8 24.05 +0.05 .0653 HullTacticalUS HTUS .0 29.47 +1.02 1.0989 InvscS&PIntDvLoVl IDLV 2.3 30.08 +0.29 .0623
VanEckSemiconduc SMH ... 235.21 +8.60 ... AmpSeymCannabis CNBS .3 29.19 +5.79 .101 DirexTechBear3 TECS 4.9 7.51 –1.24 .1304 FlexShEMQualLo QLVE 1.6 28.10 +0.89 .0273 IQCandESGIntl IQSI 1.6 27.91 +0.85 .1502 InvscS&PIntlDev IDMO 1.6 34.24 +0.98 .1439
VanEckVideoGam ESPO .1 77.45 +4.83 .0849 AmplifyTransData BLOK 1.5 44.07 +5.66 .658 DirexTechBull3 TECL .0 450.00 +59.23 .19 FlexGlbQualRealEst GQRE 2.0 58.68 +1.72 .3285 IQCandESGUS IQSU .9 33.58 +1.38 .0848 InvscS&PIntlDevQu IDHQ 1.6 29.33 +0.44 .0555
VangdEM GovBd VWOB 4.2 81.08 +0.18 .2491 ArkFinInnov ARKF .0 57.79 +5.66 .0281 DirexTransportBl3 TPOR .1 26.80 +4.17 .009 FlexGlbUpstmNatRsc GUNR 2.6 34.49 +1.48 .1893 IQ50%HdgFTSEIntl HFXI 1.9 23.35 +0.76 .1221 InvscS&PMC400EW EWMC 1.1 83.02 +4.53 .1936
VangdGlblxUS RE VNQI .9 54.10 +1.04 .5053 ArmorUSEquity ARMR 1.1 22.67 +1.12 .2509 Direx20+TreaBr3 TMV .6 64.50 +4.64 .202 FSHiYdValScored HYGV 6.1 49.54 +0.37 .2528 IQ500IntlETF IQIN 2.2 30.28 +1.14 .318 InvscS&P400PrGrw RFG .2 224.87 +11.98 .1206
VangdIntrCorpBd VCIT 2.5 96.18 –0.11 .1804 ArrowDJGlobalYd GYLD 6.3 13.88 +0.51 .0259 Direx20+YrTrBull TMF .5 28.95 –2.38 .686 FlexShiBoxx5YTIPS TDTF 1.1 28.02 +0.04 .022 IQGlobalResources GRES 9.7 26.29 +0.49 2.5521 InvscS&P400PrVal RFV 1.4 80.41 +5.24 .1538
VangdIntermTrmTrea VGIT 1.5 68.87 –0.24 .0678 AvantisCoreFixIncm AVIG 1.2 49.84 –0.16 .0333 DirexUtilBl3X UTSL 1.4 28.03 +1.84 .0985 FlexiBx3YDurTIPS TDTT 1.1 26.30 +0.03 .0123 IQ HealthyHearts HART ... 25.35 +0.52 ... InvscS&PMC400Rev RWK .9 76.75 +4.57 .153
VangdIntlDivApp VIGI 1.2 83.86 +3.18 .3836 AvantisCrMuniFx AVMU .7 50.36 +0.02 .0286 DirexDynHedge DYHG 1.1 53.24 +2.09 .267 FlexShIntQualDiv IQDE 3.0 23.51 +0.79 .1368 IQHedgeEventDriven QED 4.3 24.16 +0.55 1.0495 InvscS&PMCLowVol XMLV 1.9 49.73 +1.48 .0902
VangdIntlHiDiv VYMI 3.1 63.11 +2.03 .5876 AvantisEM AVEM 1.5 66.88 +3.48 .6411 DirexFallKnives NIFE .6 69.16 +4.60 .1741 FlexShIntQuDivDyn IQDY 2.5 29.41 +1.10 .0886 IQHedgeL/STracker QLS 2.0 25.99 +0.32 .5173 InvscS&PMCMom XMMO .6 85.30 +4.28 .0394
VangdLTCorpBd VCLT 3.3 106.50 –1.45 .2781 AvantisIntlEquity AVDE 1.6 58.83 +2.17 .5418 DirexFlight FLYT 3.5 49.51 –0.57 1.2325 FlexShIntlQualDiv IQDF 3.1 24.97 +0.90 .1144 IQ HedMacrTrac MCRO 2.5 28.94 +0.31 .7123 InvscS&PMCQual XMHQ 1.0 72.20 +3.79 .3143
VangdLong-TermTrea VGLT 1.9 90.14 –2.35 .1349 AvantisIntlSCValue AVDV 1.6 59.55 +2.81 .6557 DirexHiGrowth HIPR .2 61.69 +2.38 .0481 FlexShMDevMktxUS TLTD 2.0 68.08 +2.50 .2709 IQHedgeMktNeut QMN 2.1 27.50 +0.23 .5692 InvscS&PMCValMom XMVM 1.3 39.86 +2.50 .1418
VangdMBS VMBS 1.7 54.09 –0.02 .0443 AvantisShortTrmFix AVSF .5 50.19 ... .0114 DirexMSCILvL ESNG 1.3 59.13 +1.90 .1843 FlexShEM FactTilt TLTE 1.8 61.93 +3.08 .1983 IQ HedMultStra QAI 1.9 32.48 +0.51 .6331 InvscS&P100EW EQWL 1.9 71.31 +2.81 .3614
VangdRuss1000 VONE 1.4 182.48 +8.78 .8011 AvantisUSEquityETF AVUS 1.1 66.63 +3.30 .2241 DirexMoonInnov MOON ... 44.79 +5.29 ... FlexShQualDivDef QDEF 2.4 49.53 +1.55 .3501 IQMacKayMuniIns MMIN 2.0 27.77 +0.02 .0341 InvscS&PSCLowVol XSLV 2.3 43.28 +2.23 .1944
VangdRuss1000Grw VONG .7 258.77 +12.64 .6246 AvantisUSSCValue AVUV 1.1 64.45 +4.68 .2885 DirexNasd100EW QQQE .5 78.60 +3.60 .1132 FlexShQualDivDyn QDYN 3.0 53.67 +2.11 .3361 IQMacKayMuniInter MMIT 2.3 26.96 +0.04 .0481 InvscS&PSCMom XSMO .7 53.51 +3.66 .0301
VangdRuss1000Val VONV 2.2 124.44 +5.65 .7726 AwareUltShDur AWTM 1.5 49.91 –0.11 .06 DirexRs1000GrOvVal RWGV .3 109.08 +5.21 .158 FlexShQualityDiv QDF 2.3 51.29 +1.89 .3111 IQMergerArbitrage MNA 2.3 33.05 –0.10 .766 InvscS&PSC600EW EWSC .7 73.71 +2.75 .0556
VangdRuss3000 VTHR 1.3 182.02 +8.86 .7498 BNYMellonCoreBd BKAG 1.7 50.08 –0.18 .0654 DirexRs1000ValOvGr RWVG 1.2 50.76 +2.10 .2734 FlexShReadyAcc RAVI 1.1 76.27 –0.03 .0463 IQRealReturn CPI 1.0 27.28 +0.22 .2693 InvscS&P600PrGrw RZG .4 163.85 +12.15 .1201
VangdRuss2000 VTWO .8 179.07 +13.07 .6796 BNYMellonEM BKEM 2.2 79.33 +3.94 .5258 DirexS&P500HiMin QMJ 1.2 59.91 +1.44 .2117 FlexShSTOXXGlb NFRA 2.2 54.76 +1.85 .3348 IQS&PHYLowVolBd HYLV 4.0 25.42 +0.11 .0778 InvscS&P600PrVal RZV .6 75.63 +5.29 .0942
VangdRuss2000Grw VTWG .4 237.60 +19.29 .3871 BNYMellonHYBeta BKHY 5.7 56.41 +0.31 .2212 DirexWorkFrHome WFH .5 73.41 +5.29 .1367 FlexShUSQualLo QLV 1.2 46.42 +1.31 .1953 IQ US RealEstSC ROOF 3.8 22.60 +0.93 .2912 InvscS&P600Rev RWJ .7 96.58 –5.04 .1418
VangdRuss2000Val VTWV 1.3 129.48 +8.15 .8044 BNYMellonIntl BKIE 1.9 68.67 +2.12 .3027 DirexWrldWithout WWOW ... 28.81 +2.02 ... FrankFTSEAsiaxJpn FLAX 1.4 30.44 +1.52 .3588 IQ UltShrtDur ULTR 1.3 49.67 ... .0366 InvscS&PSCValMom XSVM 1.0 40.62 –2.46 .0868
VangdSTCpBd VCSH 2.2 83.10 –0.01 .1245 BNYM ShDurCpBd BKSB 1.6 51.65 ... .0588 DistillateIntlFund DSTX .3 26.94 +0.88 .0187 FrankFTSEAustralia FLAU 2.1 29.17 +1.17 .2941 iMDBiHedgeStrat DBEH .1 32.71 +1.21 .0183 InvscS&PSpin-Off CSD .9 60.63 +4.32 .5489
VangdShtTmInfltn VTIP 1.2 51.42 +0.08 .333 BNYM LC Core BKLC 1.1 73.89 +3.24 .1782 DistillUSFundSt DSTL .8 37.09 +1.15 .303 FrankFTSEBrazil FLBR 2.4 22.44 +1.33 .268 iMDBiMgdFut DBMF .1 26.46 +0.93 .0174 InvscS&PUltDiv RDIV 4.7 35.65 +1.96 .8497
VangdShortTermTrea VGSH 1.0 61.61 –0.02 .0252 BNYM US MC Core BKMC 1.1 81.71 +4.17 .2034 EmgqEM Internet EMQQ .1 75.87 +6.75 .1135 FrankFTSECanada FLCA 2.4 28.33 +1.20 .4241 ImpactNAACPMinrty NACP 1.1 29.94 +1.18 .2606 InvscSrLoan BKLN 3.5 22.41 +0.19 .065
VangdTotalBd BND 2.2 86.96 –0.47 .0372 BNYM US SC Core BKSE 1.0 92.33 +5.74 .2262 ETFMGAltHarvest MJ 2.8 23.36 +4.31 .10 FrankFTSEChina FLCH .8 36.36 +1.87 .2488 ImpactSustain SDGA .7 25.86 +0.80 .0478 InvscSolar TAN .1 116.69 +8.00 .0922
VangdTotalCpBd VTC 2.7 92.28 –0.51 .1878 BallastSmMid MGMT ... 30.17 +2.01 ... ETFMG PrimeCyber HACK 1.0 61.48 +1.65 .04 FrankFTSEEurope FLEE 1.8 26.51 +0.73 .2917 ImpactShsYWCAWomen WOMN 1.6 30.07 +1.39 1.6109 InvscTaxMuniBd BAB 2.9 33.34 –0.23 .0714
VangdTotIntlBd BNDX 1.0 58.02 –0.16 .045 BarclyiPathBCarbon GRN ... 75.42 +10.16 ... ETFMGPrmJrSilv SILJ 1.3 15.59 +0.06 .20 FrankFTSEEurHdg FLEH 1.9 24.61 +0.78 .3192 IndSelSectorSPDR XLI 1.5 88.99 +4.22 .3659 InvscTotalRetBd GTO 2.1 57.22 –0.12 .0751
VangdTotIntlStk VXUS 2.0 62.86 +2.55 .5903 Barrons400ETF BFOR .9 53.47 +2.96 .4875 ETFMG PrimeMob IPAY ... 68.27 +5.76 ... FrankFTSEFrance FLFR 1.5 27.63 +1.10 .2332 InfraCapMLP AMZA 15.3 21.15 +1.01 .22 InvscTreaCollat CLTL .6 105.70 +0.03 .0077
VangdTotWorldBd BNDW 1.5 81.25 –0.33 .0932 BlkRkFutureHlth BMED ... 31.81 +2.06 ... ETFMGSitUltra VALT 1.4 49.77 ... .0287 FrankFTSEGermany FLGR 2.6 25.41 +0.87 .4064 InfraCapREITPfd PFFR 6.1 23.63 +0.30 .12 InvscUltShtDur GSY 1.3 50.57 ... .0341
VicShDevEnhVol CIZ 1.5 31.93 +0.85 .1136 BlkRkFutInnov BFTR ... 54.20 +4.97 ... ETFMG TravelTech AWAY .0 29.24 +3.99 .01 FrankFTSE HK FLHK 2.9 27.68 +1.03 .5597 InfusiveComp JOYY .3 34.18 +1.52 .1092 InvscVRDOTaxFrWk PVI .3 24.90 –0.01 ...
VicShDivAccel VSDA 1.5 39.41 +1.20 .1807 BlkRkFutureTech BTEK ... 39.44 +3.09 ... ETFMG Treat GERM 1.3 42.47 +3.09 .285 FrankFTSEIndia FLIN .6 27.72 +1.94 .0575 InnovIBDBreakout BOUT ... 35.88 +2.96 ... InvscVarRtPfd VRP 4.2 26.00 +0.18 .0934
VicShEMHiDivVol CEY 3.7 22.94 +0.91 .0453 BlkRkUSEqRotat DYNF 1.4 33.16 +1.55 .1309 ETRACSAlerianMLP AMUB 10.0 9.58 +0.35 .212 FrankFTSEItaly FLIY 2.3 25.49 +1.58 .1759 InnovIBDLdrs LDRS .6 29.65 +0.72 .0185 InvscWildClnEngy PBW .3 129.87 +10.38 .2782
VicShEMVolWtd CEZ 1.8 27.89 +1.20 .0104 BlueHorizBNE BNE .0 32.40 +1.49 .0044 ETRACSAlernMLPInfr MLPB 10.1 12.73 +0.52 .278 FrankFTSEJapan FLJP 1.5 30.56 +0.96 .2396 InnovatorIBD50 FFTY ... 46.61 +3.49 ... InvscZacksMC CZA 1.4 78.29 +3.21 1.0837
VicShIntlHiDivVol CID 3.3 30.38 +0.69 .017 BlueStarIsrael ITEQ .5 75.33 +4.20 .39 EtracsAlerianMid AMND 8.9 28.80 –0.20 .611 FrankFTSEJapanHdg FLJH ... 29.61 +1.12 ... InnovLoupFrontier LOUP ... 58.88 +4.21 ... InvscZacksMltIncm CVY 3.2 21.39 +0.91 .1853
VicShIntlVolWtd CIL 1.7 42.13 +0.36 .1251 BreakwDryBulk BDRY ... 10.24 –0.10 ... EtracsAlerMidstr AMNA 7.4 27.15 +0.65 .4736 FrankFTSELatAm FLLA 2.1 23.27 +1.23 .3379 InnovEAFEPwrJan IJAN ... 25.84 +0.44 ... iPathBloomCocoaTR NIB ... 31.34 +1.03 ...
VicShNasdNext50 QQQN .3 34.29 +2.31 .0367 CP HY Trend HYTR 3.0 24.21 +0.24 .1701 EtracsAlerMid AMTR ... 31.20 +1.13 ... FrankFTSEMexico FLMX 1.5 21.26 +0.93 .1897 InnovEAFEPwrJul IJUL ... 24.10 +0.26 ... iPathBloomCommTR DJP ... 23.37 +0.84 ...
VicShProtectAmer SHLD .6 29.82 +1.05 .0473 CabanaTargetDraw5 TDSA .6 24.48 +0.39 .1468 ETRACSBloomETN DJCB ... 15.54 +0.54 ... FrankFTSERussia FLRU 6.5 25.86 +1.38 1.6797 InnovEMPwrJan EJAN ... 30.54 +0.69 ... iPathBloomLeadTR LD ... 42.82 +0.86 ...
VicShTopVetEmp VTRN .8 28.88 +0.82 .0584 CabanaTargetDrawdown7 TDSB .5 24.51 +0.46 .1126 EtracsM1.5XLevCEF CEFD 11.1 29.74 +0.93 .3626 FrankFTSESaudiAr FLSA 2.1 26.56 +0.01 .1748 InnovEMPwrJuly EJUL ... 26.56 +0.28 ... iPathGSCI nts GSP ... 12.44 +0.72 ...
VicShUSDiscEnhVol CSF .9 55.47 +3.58 .0207 CabanaTargetDraw16 TDSE .7 25.93 +1.14 .1698 EtracsM1.5XLevMtg MVRL 13.3 41.79 +3.42 .9769 FrankFTSESAfrica FLZA 3.8 25.26 +1.90 .5605 InspireCpBdImp IBD 1.6 26.43 –0.02 .0396 iPathPBBroadCmod BCM ... 31.51 +0.89 ...
VicShUSEQIncmEnh CDC 2.4 56.12 +2.52 .0068 CabanaTargetDraw10 TDSC .5 25.04 +0.62 .1335 ETRACSMonthPay2x SMHB 11.4 9.78 +0.60 .119 FrankFTSE SKorea FLKR .9 32.99 +1.73 .304 InspireFaithLC FEVR ... 27.58 +1.52 ... iPathPBCrudeOil OIL ... 16.33 +1.29 ...
VicShUS500EnhVol CFO .9 64.30 +2.81 .0011 CabanaTargetDraw13 TDSD .6 25.54 +0.88 .1451 ETRACS2xLvHiDiv HDLB 11.6 12.94 +0.75 .0814 FrankFTSESwitz FLSW 2.3 30.49 +0.21 .058 InspireFaithMC GLRY ... 33.49 +2.86 ... iPathBlmAgricult JJA ... 55.40 +0.21 ...
VicShUS500Vol CFA 1.2 64.26 +2.69 .0027 CannabisETF THCX 2.8 20.95 +4.21 .0478 ETRACSNYSEPick PYPE 9.9 14.97 +0.52 .3324 FrankFTSETaiwan FLTW 2.0 40.22 +1.70 .7677 InspireGlblHope BLES 1.6 34.58 +1.37 .0697 iPathBlmAlum JJU ... 43.22 +1.11 ...
VicShUSLCHiDivVol CDL 3.2 49.20 +2.17 .0061 CapLinkNextGen KOIN .4 39.84 +2.23 .1534 EtracsQ1.5XLevWf BDCX 12.0 32.38 +2.89 1.0209 FrankFTSE UK FLGB 2.6 22.77 +0.51 .2767 InspireIntlESGETF WWJD 1.2 32.02 +1.29 .0984 iPathBlmCoffee JO ... 36.31 +0.34 ...
VicShUSMultMin VSMV 1.9 34.70 +0.85 .1408 CapNextVehicles EKAR .4 40.90 +2.70 .1659 EtracsQ1.5XLevAl MLPR 9.1 24.88 +1.33 .9332 FrankFedIntTxFr FLMI 2.1 26.73 +0.12 .0648 Inspire100ETF BIBL 1.1 37.66 +1.40 .3413 iPathBlmCopper JJC ... 55.10 +1.56 ...
VicShUSSCHiDiv CSB 3.5 54.21 +3.15 .0265 ChgFinUSLCFoss CHGX .6 29.87 +1.42 .1678 ETRACS2xM092548 PFFL 9.6 18.70 +0.28 .1083 FrankFedTxFrBd FLMB 2.0 27.60 +0.07 .05 InspireS/MC Impact ISMD .9 33.47 +1.97 .0287 iPathBlmCotton BAL ... 47.60 +1.17 ...
VicShUSSCVolWtd CSA 1.2 59.49 +2.96 .016 ChangeCapL/S CBLS ... 25.90 +2.68 ... ETRACSUBSBloomberg UCIB ... 16.24 +0.51 ... FrankInvGradeCp FLCO 3.2 26.55 –0.07 .0612 InspireTactBal RISN .8 26.18 +0.71 .0149 iPathBlmEnergy JJE ... 30.54 +2.66 ...
VirtusTerraUSQual JOET .1 26.49 +1.02 .021 ChangeCapSust CBSE ... 27.51 +2.70 ... ETRACSWFBusDev BDCZ 9.1 17.18 +1.05 .3707 FrankShtDurUSGovt FTSD 1.4 95.83 +0.13 .0812 InvscActvUSRlEst PSR 3.0 89.33 +2.91 .6996 iPathBlmGrains JJG ... 58.79 –0.16 ...
WahedFTSEUSAShar HLAL .9 35.30 +1.22 .0962 ClearSharesOCIO OCIO 2.0 30.77 +0.76 .2427 EcofinDigPay TPAY .2 46.19 +3.95 .1021 FrankSysStyle FLSP .3 19.67 –0.14 1.5369 InvscAero&Def PPA .9 68.35 +3.75 .0934 iPathBlmIndMet JJM ... 52.01 +1.31 ...
WstAstShrtDur WINC 3.6 26.26 –0.02 .0532 ClearPitonInt PIFI ... 99.76 –0.09 ... EcofinGlbWater EBLU 1.4 40.91 +0.88 .2242 FrankUSCoreBd FLCB 2.5 25.88 –0.05 .0493 InvscCA AMT-Fr PWZ 2.3 28.19 +0.08 .0552 iPathBlmLivestk COW ... 36.29 +0.81 ...
WstAstTR WBND 3.1 27.77 –0.16 .0882 ClearUltShMat OPER .6 100.08 +0.02 .03 ElemntsRogrAgri RJA ... 6.81 +0.03 ... FrankUSLowVol FLLV 1.4 42.42 +1.34 .2183 InvscCEFIncmComp PCEF 7.4 22.74 +0.51 .139 iPathBBloomNatGas GAZ ... 16.69 +1.83 ...
WisdTrChinaxSOE CXSE .5 76.19 +4.82 .0491 ColumbiaDivFixed DIAL 2.6 21.83 –0.09 .044 ElemntsRogrEngy RJN ... 1.89 +0.14 ... FrankUSTreaBd FLGV 1.7 24.52 –0.15 .0303 InvscChinaTech CQQQ .4 98.33 +5.80 .3859 iPathBlmNickel JJN ... 71.28 +0.91 ...
WT CybersFd WCBR ... 25.65 +1.11 ... ColumbiaEMCoreXCh XCEM 1.5 32.06 +1.84 .49 ElemntsRogrMtls RJZ ... 10.24 +0.13 ... FrankUltraShBd FLUD 1.7 25.01 +0.05 .0352 InvscCleantech PZD .2 79.72 +3.91 .0798 iPathBlmPlatinum PGM ... 54.01 +2.41 ...
WisdTrEM CpBd EMCB 3.8 76.77 +0.53 .20 ColumbiaEMConsumer ECON .6 31.03 +1.75 .1786 ElemntsRogrTr RJI ... 5.34 +0.20 ... FranklinLibEM FLQE 2.6 30.69 +1.23 .7622 InvscCurrShAUD FXA .0 76.41 +0.31 .0058 iPathBlmPrecMet JJP ... 65.85 –0.98 ...
WisdTrEMQualDivGrw DGRE 2.0 30.34 +1.42 .1135 ColumbiaIndiaCnsmr INCO .3 52.26 +3.31 .1646 ElemntsSpectrmLC EEH ... 28.07 +1.24 ... FranklinLibQGlbDiv FLQD 2.9 31.71 +0.74 .2541 InvscCurrShGBP FXB ... 132.72 +0.41 ... iPathBlmSofts JJS ... 44.44 +0.91 ...
WisdTrGermanyHdg DXGE 3.1 32.52 +1.21 .2537 ColumbiaMultMun MUST 2.1 22.59 +0.05 .0364 ElemntsBiofuels FUE ... 7.75 –0.70 ... FranklinGlbEquity FLQG 2.5 36.64 +0.86 .4733 InvscCurrShCAD FXC .1 77.03 +0.15 .0559 iPathBlmSugar SGG ... 49.26 +1.68 ...
WisdTrIntRtHYBd HYZD 4.9 22.05 +0.35 .08 ColumbiaResEnhCore RECS 1.0 25.71 +1.08 .2678 ElemntsGrain GRU ... 4.00 +0.06 ... FranklinIntlEquity FLQH 3.5 25.82 +0.62 .5747 InvscCurrShEuro FXE ... 113.05 –0.82 ... iPathBlmTin JJT ... 61.72 +2.10 ...
WisdTrIntUSAgg AGZD 2.2 47.34 +0.05 .085 ColumbiaResEnhVal REVS 23.6 17.62 +0.80 .0115 EnSelectSectorSPDR XLE 5.0 42.56 +3.24 .5201 GabelliLovePlanet LOPP ... 25.58 ... ... InvscCurrShJPY FXY ... 89.53 –0.55 ... iPathShillerCape CAPE ... 183.26 +7.08 ...
WisdTrJapanHdgSC DXJS 2.9 41.88 +1.55 .5436 ColumbiaSustIntl ESGN 2.5 26.31 +1.03 .2031 ER Entrepreneurs ENTR .0 29.47 +2.66 1.6517 GadsdenDynMult GDMA 1.6 32.09 +0.93 .1273 InvscCurrShCHF FXF ... 101.21 –0.97 ... iPathSilverETN SBUG ... 37.18 +0.09 ...
WisdTrUSQltyDiv DGRW 1.9 54.45 +1.43 .045 ColumbiaSustUSEqu ESGS 2.4 31.16 +1.21 .1858 ER Next Entre ERSX .4 26.81 +2.12 .1146 GlblBetaLowBeta GBLO 1.5 21.86 +0.21 .1125 InvscDBComm DBC ... 15.87 +0.68 ... iShAAA-ARtdCorpBd QLTA 2.2 57.23 –0.38 .0944
WisdTrUSSCQltyDiv DGRS 1.8 42.41 +1.84 .015 CommSvsSPDR XLC .6 71.41 +4.53 .107 EthoClimateLeader ETHO .7 56.41 +2.43 .17 GlbBetaRisingStars GBGR .6 25.44 +1.81 .054 InvscDBAgriFd DBA ... 16.67 +0.28 ... iShA/PDividend DVYA 3.5 39.43 +1.25 .1209
CnsmrDiscSelSector XLY .8 172.23 +10.22 .2961 FIEnhEurope50ETN FIEE ... 158.76 +7.88 ... GlbBetaSmartIncm GBDV 4.2 18.80 +0.79 .1872 InvscDBBaseMet DBB ... 17.35 +0.52 ... iShBBCpBd HYBB 4.4 52.21 +0.33 .1732
.16 .0709
NYSE ARCA CnsStapleSelSector XLP 2.6
CoreAlternative CCOR 1.5
65.76
28.31
+1.67
+0.48
.5644
.0911
FidelityCorpBd FCOR 2.6
FidelityDivRising FDRR 3.2
56.21
38.40
–0.06
+1.40
.111
.185
GlbXAdaptiveUS AUSF 2.8
GlbXAdaptUSRisk ONOF ...
26.61
25.58
+0.84
+1.08 ... InvscDBEnerFd DBE ...
InvscDBG10Curr DBV ...
12.31
24.43
+0.82
+0.13
...
...
iShAgencyBond
iShCMBSETF
AGZ
CMBS
1.1
2.4
119.16
54.98
–0.32
–0.47 .1055
CSFIEnhEur50ETN FEUL ... 89.06 +3.97 ... FidelityHiDiv FDVV 3.7 33.44 +1.33 .227 GlbXCopperMiners COPX 1.2 31.96 +2.26 .3226 InvscDBGoldFd DGL ... 52.46 –0.87 ... iShGovt/CreditBond GBF 1.6 123.62 –0.71 .1276
AAFFirstCLOBd AAA 1.0 25.14 ... .022 CS FI LC Grwth FLGE ... 594.05 +50.27 ... FidelityHYFactor FDHY 4.6 55.64 +0.58 .182 GlbX EM Bd EMBD 3.4 27.44 +0.07 .0915 InvscDBOilFund DBO ... 9.84 +0.77 ... iSh10-20YTreasBd TLH 1.4 151.43 –3.06 .1558
AAM LowDurPfd PFLD 4.9 24.89 +0.08 .10 CS S&P MLP MLPO 10.6 7.64 +0.53 .1723 FidelityIntlHiDiv FIDI 3.7 18.94 +0.45 .088 GlbXFTSENordReg GXF 1.1 27.84 +0.58 .1822 InvscDBPrecMetls DBP ... 50.69 –0.67 ... iSh0-5YTIPSBd STIP 1.3 105.13 +0.17 .0377
AAMS&PDevMk DMDV 3.0 23.17 +0.70 .087 CSX Mthly2xLvMtg REML 15.2 5.85 +0.55 .0197 FidelityIntlValue FIVA 2.9 22.62 +0.74 .12 GlbX FTSE SE Asia ASEA 2.3 14.45 +0.39 .0979 InvscDBSilverFd DBS ... 37.94 +0.09 ... iShBloomRollSel CMDY .1 47.74 +1.41 .0662
AAMS&PEMHiDivVal EEMD 3.7 22.07 +0.76 .092 DBGoldDoubleLg DGP ... 40.08 –1.42 ... FidelityLtdTermBd FLTB 1.5 52.78 ... .044 GlbX GoldExplorers GOEX 2.8 32.85 +0.95 .8955 InvscDBUSDBear UDN ... 21.50 –0.09 ... iShCalifMuniBd CMF 1.8 63.06 –0.02 .0841
AAMS&P500HiDivV SPDV 3.6 26.17 +1.06 .0762 GlbX GuruIndex GURU 2.6 46.59 +2.52 .9019 iShCmdCurve CCRV ... 22.19 +0.56 ...
AIPoweredEquity AIEQ .3 40.59 +2.02 .02 DBGoldDoubleShrt DZZ ... 2.86 +0.11 ... FidelityLowVol FDLO 1.7 43.22 +1.57 .136 GlbXLithium&Batt LIT .4 67.65 +2.07 .0879 InvscDBUSDBull UUP ... 24.53 +0.11 ... iShAggrAllocation AOA 1.7 66.27 +2.29 .4205
AIPwrdIntlEqu AIIQ 1.2 33.60 +2.09 .4136 DBGoldShortETN DGZ ... 10.31 +0.19 ... FidelityCommSvs FCOM .8 48.89 +3.48 .068 GlbX MLP&Energy MLPX 7.8 28.91 +0.73 .5654 InvscDefEquity DEF 1.3 59.83 +1.52 .794 iShConsAllocat AOK 2.1 39.02 +0.44 .0335
ALPSEmgDivDogs EDOG 2.6 22.83 +0.77 .0775 DayHaganNedRes SSUS .5 30.25 +1.20 .1449 FidelityMSCICnDisc FDIS .7 77.28 +4.05 .102 GlbX MLP MLPA 12.9 29.31 +0.34 .825 InvscDJIADiv DJD 3.3 39.68 +1.59 .3025 iShCoreDivGrowth DGRO 2.3 45.72 +1.61 .2727
ALPS EqSecWgh EQL 2.2 89.38 +3.68 .5454 DefianceNextGen FIVG .9 35.71 +1.06 .1004 FidelityMSCICnStpl FSTA 3.2 40.13 +1.09 .289 GlbXMSCIArgentina ARGT .3 31.10 +2.24 .0854 InvscDynBiotech PBE .0 80.88 +5.20 .029 iShCore5-10YUSDBd IMTB 2.6 52.16 –0.05 .0941
ALPSIntlDivDogs IDOG 2.9 26.72 +0.57 .1328 DefNextGenSpac SPAK ... 33.40 +3.27 ... FidelityMSCIEn FENY 4.9 11.53 +0.90 .103 GlbXMSCIChinaCm CHIC 1.3 31.61 +1.99 .3097 InvscDynBuilding PKB .3 45.59 +3.47 .0193 iShGrwthAllocation AOR 1.8 53.37 +1.32 .3343
ALPSMedBreak SBIO ... 61.23 +5.20 ... DefianceQuantum QTUM .4 46.88 +2.47 .0165 FidelityMSCIFinls FNCL 2.6 44.49 +2.90 .219 GlXMSCIChinaCnsDisc CHIQ .1 40.66 +2.72 .0224 InvscDynEnerExpl PXE 3.4 12.14 +1.10 .1624 iShCoreHiDividend HDV 4.0 89.44 +2.76 .9232
ALPSREITDivDogs RDOG 5.0 42.30 +1.35 .6401 DeltaShS&P500Mgd DMRL .8 66.02 +3.02 .1452 FidelityMSCIHlthCr FHLC 1.8 60.12 +1.03 .234 GlbXMSCIChCS CHIS .6 37.40 +1.52 .1214 InvscDynFood&Bev PBJ 1.1 38.17 +0.71 .1163 iShCoreMSCIEM IEMG 1.7 67.39 +3.56 .7235
ALPSSectorDivDogs SDOG 3.5 46.85 +1.83 .3912 DeltaShS&P400Mgd DMRM .4 55.75 +1.92 .0585 FidelityMSCIIndls FIDU 1.3 48.07 +2.48 .138 GlbXMSCIChinaEner CHIE 3.8 8.64 +0.22 .2018 InvscDynLCGrw PWB .2 71.04 +3.18 .0183 iShCoreMSCIEurope IEUR 2.1 52.47 +1.68 .4967
ARKInnovationETF ARKK .0 149.46 +12.02 1.6277 DeltaShS&PIntMgd DMRI .6 50.13 +1.57 .0304 FidelityMSCIIT FTEC 1.0 109.57 +5.79 .20 GlbXMSCIChinaFinl CHIX 2.2 16.03 +0.29 .3032 InvscDynLCValue PWV 2.6 39.77 +1.48 .244 iShMSCIIntlDev IDEV 1.9 63.36 +2.19 .6618
ARK NextGen ARKW .0 175.80 +16.99 1.8945 DeltaShS&P600Mgd DMRS .3 55.11 +1.47 .032 FidelityMSCIMatls FMAT 2.1 40.90 +1.79 .173 GlbXMSCIChinaHC CHIH .1 31.03 +2.32 .0171 InvscDynLeisure PEJ .8 44.54 +2.96 .2817 iShCoreMSCIPacific IPAC 1.6 66.52 +2.36 .5006
AtacUSRotation RORO ... 22.33 –0.53 ... DimenEmgCore DFAE .0 28.91 +1.48 .0031 FidelityRealEst FREL 4.8 26.33 +0.99 .318 GlbXMSCIChinaIndls CHII 1.4 16.37 +0.27 .1807 InvscDynMarket PWC 1.0 119.44 +8.57 .2234 iShModAllocation AOM 2.0 43.72 +0.70 .2661
AberdStdBlAllCm BCD 1.2 26.63 +0.77 .3274 DimenIntlCore DFAI .4 27.27 +0.94 .0245 FidelityMSCIUtils FUTY 3.7 41.25 +1.01 .288 GlbXMSCIChinaIT CHIK .3 35.53 +0.68 .0133 InvscDynMedia PBS .3 51.95 +4.56 .0926 iShCoreS&P500 IVV 1.5 389.12 +17.60 1.6102
AberdStdBlACStr BCI .6 23.10 +0.72 .1496 DimenUSCore DFAU .5 27.48 +1.28 .0333 FidelityMomFactor FDMO .8 47.43 +2.34 .056 GlbXMSCIChLC50 CHIL .8 44.94 +2.56 .2426 InvscDynNetwkg PXQ .2 89.86 +3.79 .0039 iShCoreS&P MC IJH 1.2 247.12 +13.87 .6596
AberdStdPhysGold SGOL ... 17.41 –0.29 ... DirexAuspiceBroad COM .3 26.62 +0.84 .0323 FidelityQualFactor FQAL 1.8 44.40 +1.94 .155 GlbXMSCIChinaMatls CHIM 1.6 23.75 +1.11 .2116 InvscDynOil&GasSv PXJ 4.2 3.31 +0.22 .0249 iShCoreS&P SC IJR 1.0 102.93 +5.36 .2477
AberdStdPhysPall PALL ... 219.17 +10.80 ... DirexConCnsmr CCON .1 66.71 +3.88 .0478 FidelitySmallMid FSMD 1.7 31.07 +1.62 .159 GlbXMSCIChRlEst CHIR 4.7 15.73 +0.23 .4816 InvscDynPharm PJP .7 80.38 +3.17 .1305 iShS&PTotlUSStkMkt ITOT 1.3 90.43 +4.44 .3421
AberdStdPhysPlat PPLT ... 105.55 +5.11 ... DirexAeroBl3 DFEN .5 17.19 +3.38 .0012 FidelityTotalBdETF FBND 2.3 53.80 ... .081 GlbXMSCIChUtil CHIU 2.4 16.03 +0.44 .2499 InvscDynSemicon PSI .2 114.80 +5.64 .0184 iShCore10+YUSDBd ILTB 3.0 73.06 –1.15 .1829
AberdStdPhyPrMt GLTR ... 96.51 +0.05 ... DirexBrazilBull2X BRZU .8 109.19 +11.67 .3222 FidelityUSMulti FLRG 5.7 22.11 +0.78 .314 GlbXMSCIColombia GXG 3.5 29.98 +0.44 .5848 InvscDynSoftware PSJ .0 177.80 +18.99 .0559 iShCoreUSAggBd AGG 2.1 116.71 –0.60 .192
AberdStdPhySilv SIVR ... 25.95 –0.02 ... DirexCSIChinaInt CWEB ... 92.46 +16.10 ... FidelityValFactor FVAL 1.9 42.36 +1.76 .136 GlbX MSCIGreece GREK 2.8 23.90 +0.70 .5346 InvscEMSovDebt PCY 4.4 28.50 +0.16 .1036 iShCoreUS REIT USRT 3.0 50.11 +1.64 .4004
AbsoluteCrStrat ABEQ .6 25.95 +0.61 .0893 DirexCSI300CnA CHAD .6 16.50 –0.47 .0633 FieldUVAUnconMed FFIU 2.5 26.57 –0.01 .054 GlbXMSCINextEm EMFM 2.6 19.49 +0.73 .2584 InvscFinlPfd PGF 5.0 18.83 +0.05 .0764 iShCurrHdgNikk400 HJPX 1.2 33.99 +1.14 .2122
AcquirersFund ZIG .2 24.24 +0.55 .0414 DirexCSI300CnABl2 CHAU .2 47.34 +2.77 .0088 FinSelSectorSPDR XLF ... 30.89 +1.94 ... GlbXMSCINigeria NGE 6.1 12.67 +0.09 .7676 InvscFTSEDvMktxUS PXF 2.0 44.25 +1.74 .1624 iShCurHdgMSCIUS HAWX 1.9 31.03 +1.19 .2741
AdasinaSocJust JSTC ... 15.83 +0.63 ... DirexCloudBr2 CLDS ... 21.13 –4.24 ... FTActiveFactorLC AFLG 1.2 23.22 +0.83 .085 GlbX MSCINorway NORW 2.0 13.11 +0.60 .1339 InvscDevMktxUSSM PDN 1.7 35.96 +1.38 .1855 iShCurrHdgMSCICda HEWC 5.1 28.11 +1.15 .3409
AdvShAlphaDNA SENT ... 26.04 ... ... DirexCloudBl2 CLDL ... 28.98 +4.85 ... FTActiveFactorMC AFMC 1.0 23.04 +1.13 .10 GlbXMSCIPakistan PAK 2.3 31.39 +1.52 .4759 InvscFTSERAFIEM PXH 2.6 22.49 +1.17 .071 iShCurHdgMSCIEAFE HSCZ 1.4 33.76 +1.38 .2058
AdvShDorseyADR AADR .1 64.82 +4.66 .0667 DirexCnsDiscBl3 WANT .1 61.64 +10.01 .0355 FTActiveFactorSC AFSM .5 24.98 +1.65 .06 GlbXMSCIPortugal PGAL 2.5 10.66 +0.02 .0653 InvscFTSEUS1000 PRF 1.9 140.48 +3.37 .6025 iShCurHdMSCIEurozn HEZU 2.2 32.38 +1.48 .473
AdvShDbLineVal DBLV 1.2 83.22 +3.54 1.0248 DirexDJBear3X WEBS 2.9 19.85 –6.17 .315 FT ConsDscAlpDx FXD .4 55.91 +3.42 .0481 GlbXISuperDivEM SDEM 6.2 11.80 +0.47 .0575 InvscFundHYCpBd PHB 3.9 19.49 +0.20 .0613 iShCurrHdMSCIJapan HEWJ 1.1 37.53 +1.46 .1236
AdvShFocusedEqu CWS .3 43.64 +1.26 .1195 DirexDJBull3X WEBL ... 87.35 +19.94 ... FT ConsStaples FXG 1.4 53.68 +1.27 .1822 GlXS&P500CCGrw XYLG 5.5 28.26 +0.96 .1375 InvscFundInvCpBd PFIG 2.4 27.31 +0.03 .0521 iShCurHdgMSCIMex HEWW 1.2 15.90 +0.44 .1332
AdvShFolioBey FWDB 1.9 26.15 +0.01 .0164 DirexEM Bear3 EDZ 2.1 7.87 –1.44 .086 FT DJ GlbSelDiv FGD 5.9 23.12 +0.94 .3481 GlbXS&P500Cv XYLD 8.2 47.31 +1.19 .4763 InvscGlbClnEner PBD .4 38.95 +2.05 .0204 iShCurrHdgMSCIUK HEWU 2.8 20.73 +0.33 .2362
AdvShNewfleet MINC 2.2 49.06 –0.08 .0428 DirexEM Bull3 EDC .3 118.21 +17.51 .3919 FT DJ Internet FDN ... 236.10 +20.12 ... GlbXS&P500QualDiv QDIV 2.9 27.19 +0.84 .064 InvscGlblPrvEqu PSP 4.4 14.41 +0.88 .1823 iShCybersecurity IHAK .4 42.07 +1.01 .0105
AdvShPureCannab YOLO 1.3 26.05 +4.98 .0373 DirexEnergyBr2 ERY .9 26.31 –4.68 .1496 FT Dow30EW EDOW 1.8 27.89 +1.15 .078 GlbXSilverMiners SIL 2.0 43.96 +0.18 .7347 InvscGlbShrtHYBd PGHY 5.4 22.17 +0.07 .102 iShUSBasicMaterial IYM 1.4 116.15 +4.99 .4193
AdvShPureUSCan MSOS ... 49.25 +7.46 ... DirexEnergyBl2 ERX 2.5 17.86 +2.56 .0743 FTEIPCarbonImpact ECLN 1.6 23.11 +0.44 .0808 GlblXSuperDividend SDIV 7.7 13.25 +0.30 .075 InvscIndia PIN .7 24.27 +1.58 .1667 iShUSConsumerSvcs IYC .6 72.99 +4.05 .1406
AdvShQDynGrw QPX ... 26.53 +1.46 ... DirexChinaBr3 YANG 1.8 11.04 –1.72 .1087 FT EnergyAlpDx FXN 4.2 8.90 +0.56 .0646 GlbXSuperDivUS DIV 7.5 18.02 +0.25 .0995 InvscIntlCpBd PICB 1.1 29.63 –0.17 .0266 iShUSConsumerGoods IYK 1.4 180.48 +8.28 .6477
AdvShQPtfBlend QPT ... 25.19 +0.46 ... DirexChinaBl3 YINN .6 27.22 +3.42 .0917 FT EqCompRiskMgr ERM 1.3 22.02 +0.88 .1036 GlbXSuperIncPfd SPFF 5.7 11.80 +0.07 .0565 InvscInvGradeDef IIGD 1.6 26.94 +0.03 .0287 iShUSFinlServices IYG 1.6 156.43 +11.07 .069
AdvShRangerEqBear HDGE ... 2.59 –0.14 ... DirexFTSEEurBull3x EURL .4 27.34 +2.41 .051 FT EqCompTactical TERM 1.3 19.23 +0.78 .0937 GlbX US Pfd PFFD 5.2 25.52 +0.05 .109 InvscInvGradeValue IIGV 2.4 27.91 –0.04 .047 iShUSHealthcare IYH 1.1 254.08 +3.17 .757
AdvShStrGlbBW VEGA .3 37.56 +1.15 .1047 DirexFinlBear3 FAZ .0 6.06 –1.31 .3569 FT DJ SelMicro FDM 1.5 55.40 +5.14 .3536 GlbX Uranium URA 1.6 16.30 +1.78 .1032 InvscMSCIGlbTimb CUT 1.6 34.49 +1.48 .5533 iShUSRealEstate IYR 2.5 88.24 +2.96 .6014
AdvShSageCore HOLD 1.3 98.77 –0.02 .0516 DirexFinlBull3 FAS .4 68.70 +11.69 .0792 FT FTSE DevRE FFR .8 44.41 +0.93 .321 GlbXVarPfd PFFV 5.3 27.16 –0.01 .1225 InvscNatAMTFrMuni PZA 2.4 27.27 +0.07 .0545 iShUSUtilities IDU 2.9 78.63 +1.84 .5872
AdvShViceETF VICE 1.1 34.61 +3.01 .3669 DirexGoldMinBr2 DUST 5.1 20.55 –0.33 .717 FT FinlsAlpDx FXO 2.4 37.14 +2.20 .2141 GSAccessHYCorpBd GHYB 4.7 50.45 +0.27 .2057 InvscNYAMTFrMuni PZT 2.5 26.30 +0.04 .0545 iShUS Energy IYE 4.2 22.72 +1.68 .2106
AGFiQ DynHdgUS USHG 1.1 31.57 +0.79 .3014 DirexGoldMinBl2 NUGT ... 62.90 +0.09 ... FT GlbEngg FLM 2.7 51.64 +2.87 .2507 GSAccessIGCpBd GIGB 2.6 55.10 –0.30 .1063 InvscPreferred PGX 5.5 14.95 +0.09 .0618 iShUS Finls IYF 1.7 69.23 +4.03 .2592
AGFiQ GlbInfr GLIF 2.6 24.67 +0.78 .292 DirexHlthcrBull3 CURE .2 81.05 +1.30 .0061 FT GlbWindEner FAN .8 24.41 +0.93 .0272 GS IGCorp1-5YBd GSIG .9 50.47 +0.03 .0388 InvscRayJamesSB1 RYJ .3 55.47 +3.32 .1427 iShUSHealthcarePrv IHF .5 240.96 +1.04 .2752
AGFiQHdgDivIncm DIVA 3.2 22.05 +0.04 .04 DirexHmbldrBull3 NAIL .0 65.10 +11.53 .0049 FT HlthCareAlpha FXH ... 111.45 +2.96 ... GSTreasury0-1Y GBIL .8 100.14 +0.02 .3097 InvscRuss1000EW EQAL 1.5 41.03 +2.05 .1748 iShUSInsurance IAK 2.0 68.87 +3.58 .3089
AGFiQ US NeutAB BTAL ... 18.79 –0.56 ... DirexIndlsBl3 DUSL .3 29.01 +3.75 .0191 FTHorizonMgdVolDev HDMV 1.5 30.50 +0.08 .2219 GSAccUSAggBd GCOR .7 49.46 –0.22 .0331 InvscS&PEMLowVol EELV 2.8 22.44 +0.42 .067 iShUSOilEquip&Svcs IEZ 1.8 12.66 +1.02 .0255
AGFiQ US NeutrMom MOM ... 25.66 +0.04 ... DirexJrGoldMinBr2 JDST 17.4 10.44 –0.38 1.1458 FTHorizonMgdVolDom HUSV 1.3 28.52 +0.71 .1404 GSActiveBetaEM GEM 1.5 41.07 +2.06 .2245 InvscS&PEMMom EEMO 1.3 21.75 +1.39 .0125 iShUSPharmaceuticl IHE 1.2 182.97 +3.16 .5261
AlerianEnergyInfr ENFR 6.9 16.07 +0.66 .0315 DirexJrGoldMinBl2 JNUG .1 101.17 +0.59 .1217 FTHorizMgdVolSM HSMV 1.0 29.55 +1.35 .1394 GSActiveBetaEurope GSEU 1.8 33.55 +0.90 .0615 InvscS&P500BuyWr PBP 1.4 21.10 +0.66 .0898 iShUSRegionalBanks IAT 2.6 50.03 +4.00 .3823
AlerianMLPETF AMLP 11.2 28.15 +1.10 .71 DirexLatAmBl2X LBJ .7 76.45 +8.05 .105 FT Chindia FNI .3 70.06 +6.77 .1182 GSActiveBetaIntlEq GSIE 1.6 32.60 +0.91 .1078 InvscS&P500Down PHDG .6 34.57 +0.59 .0454 iShUSMedDevices IHI .2 340.88 +7.45 .4053
AllianzUSLCBf10A AZAA .0 26.38 +0.18 1.2218 DirexIndiaBull2 INDL ... 47.73 +6.54 ... FT IndlsAlpDx FXR 1.0 52.46 +3.21 .1356 GSActiveBetaJapan GSJY 1.2 38.19 +1.23 .2917 InvscS&P500EnhVal SPVU 2.5 35.99 +1.79 .2144 iShAdvTotUSDBd EUSB 1.1 50.15 –0.17 .0384
AllianzUSLCBf10J AZAJ ... 25.43 +0.66 ... DirexMexicoBl3 MEXX .2 58.25 +7.07 .0472 FTInstPfdSecs FPEI 4.9 20.45 +0.09 .0802 GSActiveBetaUSLC GSLC 1.3 78.56 +3.46 .2518 InvscS&P500EWCm EWCO 1.0 34.00 +1.65 .0925 iShESGUSAggBd EAGG 1.6 55.87 –0.27 .058
AllianzUSLCBf10J AZAL .0 26.99 +0.32 1.0329 DirexMcBull3 MIDU .0 49.20 +7.63 .0119 FT LgDurOpps LGOV 3.0 28.19 –0.40 .08 GS Active US SC GSSC .8 61.43 +3.67 .1448 InvsS&P500EWCD RCD .8 131.44 +9.93 .1027 iShEM Dividend DVYE 5.1 38.39 +1.82 .076
AllianzUSLCB10O AZAO ... 27.11 +0.58 ... DirexPharmBl3X PILL ... 28.20 +3.33 ... FT Long/Short FTLS .4 45.98 +1.11 .1252 GSHedgeIndVIP GVIP .1 96.29 +6.54 .0005 InvscS&P500CnStp RHS 2.1 150.70 +2.76 .9743 iShEuropeETF IEV 1.7 48.74 +1.51 .3478
AllianzUSLCBf20A AZBA .0 25.71 +0.15 .6989 DirexRealEstBr3 DRV 1.0 9.03 –1.08 .06 FT MgdFutures FMF .0 45.87 +0.15 .0074 GS Innovate GINN .3 60.64 +3.48 .0401 InvscS&P500EWEner RYE 2.8 34.84 +2.44 .2234 iShExpTech IGM .3 370.10 +22.35 .1728
AllianzUSLCBf20J AZBJ ... 25.21 +0.40 ... DirexRealEstBl3 DRN 1.7 13.96 +1.46 .0397 FT MatAlpDX FXZ 1.5 49.97 +2.47 .19 GS JUST US LC JUST 1.3 56.32 +2.50 .1909 InvscS&P500EW RSP 1.6 132.55 +6.05 .442 iShFocusedValue FOVL 2.6 46.52 +2.92 .3011
AllianzUSLCBf20J AZBL .0 26.10 +0.25 .584 DirexRgBanksBull3X DPST .6 168.50 +35.58 .2801 FTMergerArbitrage MARB ... 19.61 +0.05 ... GS PhysGold AAAU ... 18.04 –0.31 ... InvscS&P500EWFin RYF 2.1 50.62 +3.05 .2424 iShGenomicsImm IDNA .2 53.30 +2.95 .0362
AllianzUSLCB10 AZBO ... 26.12 +0.33 ... DirexRetailBull3 RETL .1 142.25 –61.89 .1739 FT MngstrDiv FDL 4.4 30.37 +1.17 .3677 GothamEnh500 GSPY ... 20.76 +0.83 ... InvscS&P500EWHC RYH .5 268.33 +3.23 .3192 iShGlblComm IXP .9 80.25 +4.98 .4087
AltMergerArb ARB .0 25.24 –0.03 .726 DirexRobAI2X UBOT 6.2 45.08 +2.58 3.6172 FT Multi-MgrLG MMLG .5 25.31 +1.70 .0606 GraniteBloomComm COMB .1 24.82 +0.82 .0163 InvscS&P500Ind RGI 1.0 159.07 +7.06 .3249 iShGlobal100 IOO 1.4 65.64 +2.72 .4328
AmCentDivrsCpBd KORP 2.8 52.80 –0.02 .107 DirexRussiaBl2 RUSL .5 22.76 +2.21 .1174 FT NaturalGas FCG 3.1 10.73 +0.90 .1495 GraniteGold BAR ... 17.99 –0.32 ... InvscS&P500EWMat RTM 1.5 143.85 +5.96 .4986 iShGlobalREITETF REET 2.6 24.44 +0.61 .1913
AmCentDivrsMuni TAXF 2.1 55.28 +0.17 .0812 DirexS&P500Br3 SPXS .6 34.55 –5.26 .1998 FT NA Energy Infra EMLP 4.5 21.88 +0.48 .2291 GraniteHIPSUSHiInc HIPS 9.2 14.04 +0.46 .1075 InvscS&P500RlEst EWRE 3.7 30.24 +0.80 .2517 iShGoldTr IAU ... 17.27 –0.28 ...
AmCentLowVol LVOL ... 40.59 +1.49 ... DirexS&P500Bl3 SPXL .2 79.69 +10.16 .1155 FT NYSE ArcaBiotch FBT ... 182.47 +7.21 ... GranitePlatinum PLTM ... 11.13 +0.46 ... InvscS&P500EWTech RYT 1.2 262.11 +12.10 .9086 iShiBoxx$InvGrCpBd LQD 2.7 134.79 –0.81 .2673
AmCentMCGrw MID ... 55.59 +3.11 ... DirexS&P500Bull2X SPUU .8 79.82 +6.41 .3605 FT PfdSecs FPE 4.8 20.26 +0.18 .0707 GraniteXOUTUSLC XOUT .5 37.59 +1.86 .0473 InvscS&P500EWUtil RYU 2.9 100.65 +2.13 .643 iShiBdsDec2030Cp IBDV 1.8 25.84 –0.06 .0398
AmCentQulDivIn QINT 1.6 49.53 +1.44 .4369 DirexS&PBiotechBr3 LABD 8.9 14.33 –4.68 .9952 FTSTOXXEurSel Div FDD 3.9 13.24 +0.46 .076 HCM Def500 LGH .2 34.68 +1.99 .0768 InvscS&P500xRt XRLV 1.6 42.13 +1.26 .0463 iShiBdsDec2028Cp IBDT 2.8 29.20 –0.10 .0629
AmCentStoxxUSQ QGRO .2 64.44 +2.35 .0367 DirexS&PBiotechBl3 LABU ... 162.50 +36.33 ... FT ShDurMgMun FSMB 1.7 20.92 +0.04 .0265 HCM Def100 QQH ... 43.99 +2.91 ... InvscS&P500GARP SPGP 1.0 76.14 +4.12 .1341 iShiBondsDec2025Cp IBDQ 2.4 27.23 –0.03 .0464
AmCentSTOXXUSQual VALQ 2.0 43.93 +1.47 .2242 DirexS&P500Br1 SPDN .5 17.73 –0.86 .0176 FT S&P REIT FRI 3.0 23.96 +0.71 .2669 HartfordMultiDvxUS RODM 2.8 28.82 +0.62 .3894 InvscS&P500HiBeta SPHB 1.8 61.26 +4.85 .245 iShiBondsDec2024Cp IBDP 2.5 26.57 –0.01 .046
AmCentSustEq ESGA .8 48.81 +2.09 .1267 DirexHiBetaBear3X HIBS 1.2 24.93 –7.45 .307 FT TCW SecPlus DEED 1.1 25.87 ... .023 HartfordMultiEM ROAM 2.9 23.99 +0.92 .4172 InvscS&P500HiDiv SPHD 4.7 39.27 +1.08 .1494 iShiBdsDec2029Cp IBDU 2.4 27.09 –0.07 .0519
AmConsValues ACVF .9 28.66 +1.11 .0627 DirexHiBetaBull3X HIBL .0 278.98 +59.57 .0612 FT TCWUnPlBd UCON 3.0 26.80 +0.10 .054 HartfrdMultifctrSC ROSC 2.1 35.42 +2.21 .272 InvscS&P500LowVol SPLV 2.1 56.38 +1.25 .0775 iShiBondsDec2021Cp IBDM 2.2 24.87 –0.03 .0364
AmplifyBlackSwan SWAN .3 32.87 +0.52 .1192 DirexS&POil&GasBr2 DRIP .0 17.40 –3.44 .0028 FT TechAlphaDEX FXL .0 118.81 +7.33 .0196 HartfordMultiUSEqu ROUS 1.9 36.44 +1.29 .2573 InvscS&P500Mom SPMO 1.2 54.67 +1.66 .1655 iShiBdsDec2021Muni IBMJ 1.4 25.77 –0.01 .0266
AmplifyBlkIswn ISWN ... 24.74 +0.16 ... DirexS&POil&GasBl2 GUSH .2 53.57 +8.19 .0657 FT USEquityOpp FPX .3 132.37 +9.71 .0683 HartfordMuniOpps HMOP 2.3 42.12 +0.04 .0594 InvscS&P500PrGrw RPG .4 170.55 +8.78 .1608 iShiBondsDec2027Cp IBDS 2.6 27.52 –0.01 .0524
February 8, 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.
iShiBondsDec2026Cp IBDR 2.6 26.97 ... .0519 JanusHenShrtDur VNLA 1.1 50.40 –0.06 .0385 PacerLuntLCMultAlt PALC 1.3 32.36 +2.14 .176 RivFrDynUnconInc RFUN 4.2 25.83 +0.18 .0953 SchwabUS LC Grw SCHG .5 134.99 +7.50 .1689 VangdGrowth VUG .6 265.00 +14.23 .4606
iShiBondsDec2023Cp IBDO 2.4 26.22 –0.01 .0452 HancockConsDisc JHMC .5 49.20 +3.23 .1012 PacerLuntMCMult PAMC .6 35.18 +2.12 .0792 RivFrStratIncm RIGS 3.4 24.81 +0.11 .0575 SchwabUS LC Val SCHV 2.9 61.52 +2.58 .3795 VangdHlthCr VHT 1.2 233.02 +3.99 .8816
iShiBondsDec2022Cp IBDN 2.3 25.50 –0.05 .0418 HancockConsStpl JHMS 2.3 32.37 +0.73 .3822 PacerTrendFd TRND .6 28.74 +0.77 .169 RoundAcqDpVal DEEP 3.7 30.35 +2.12 .1425 SchwabUS MC SCHM 1.2 72.86 +4.11 .0549 VangdHiDiv VYM 3.1 94.53 +3.54 .8096
iShiBdsDec2022Muni IBMK 1.4 26.39 ... .0273 HancockDevIntl JHMD 1.9 31.73 +0.99 .3497 PacerTrendpilot PTIN .8 27.06 +0.94 .203 RoundBitEsports NERD .3 36.35 +3.41 .3167 SchwabUS REIT SCHH 2.8 39.21 +1.30 .1185 VangdIndls VIS 1.4 174.13 +9.15 .6416
iShiBdsMar23CpxFin IBCE 2.4 24.97 –0.02 .0456 HancockMultEM JHEM 1.5 31.44 +1.66 .3081 PacerTrendUSBd PTBD 2.5 27.72 +0.33 .2812 RoundSportsBet BETZ .2 30.84 +3.16 .0714 SchwabUS SC SCHA .9 99.28 +6.74 .3033 VangdIntermBd BIV 2.2 91.84 –0.33 .1539
iShiBdsMar2023Cp IBDD 2.5 27.25 –0.02 .049 HancockEnergy JHME 3.0 16.19 +1.06 .2876 PacerUSCashCows BUL .7 34.54 +1.09 .0228 SPAC&NewIssueETF SPCX ... 31.89 +2.79 ... Schwab US TIPs SCHP 1.1 62.14 –0.12 .1261 VangdLC VV 1.4 182.81 +8.56 .6846
iShiBoxx$HYCpBd HYG 4.8 87.52 +0.55 .3182 HancockMultFinls JHMF 1.7 43.17 +2.77 .3737 PacerUSExportLead PEXL .5 37.38 +1.49 .054 SPDRBlackstoneSrLn SRLN 4.8 45.93 +0.03 .17 SimplUSConvex SPYC 1.5 28.04 +1.18 .1079 VangdLT Bond BLV 3.1 104.57 –1.87 .2592
iShIntRtHdgCorpBd LQDH 2.2 95.81 +0.62 .1443 HancockHealthcare JHMH 2.4 44.76 +0.70 .643 PacificGlbFocusHY FJNK 4.2 25.52 +0.16 .0617 SPDRBloomBarCvSecs CWB 2.1 89.83 +5.24 .0438 SimplUSPlusDown SPD 1.7 27.77 +1.01 .1162 VangdMegaCap MGC 1.4 138.31 +6.14 .608
iShIntRateHdgEM EMBH 2.7 24.04 +0.36 .0504 HancockIndustrials JHMI 1.0 45.28 +1.95 .2242 PacificGlbSrLoan FLRT 3.4 49.08 +0.02 .1011 SPDRBBCpBd SPBO 2.7 35.52 –0.19 .0721 SimplUSPlusUp SPUC 2.9 28.20 +1.30 .2029 VangdMegaGrwth MGK .6 213.04 +11.27 .4499
iShIntRtHdgHiYdBd HYGH 4.1 86.93 +0.66 .3048 HancockLC JHML 1.5 49.10 +2.23 .3917 PrincipalActIncm YLD 4.3 40.11 +0.45 .133 SPDRBloomBarEMLoBd EBND 3.7 27.62 –0.06 .078 SimplifyVoltCloud VCLO ... 12.93 +0.56 ... VangdMegaVal MGV 2.4 89.16 +3.21 .6513
iShIntRtLTCpBd IGBH 2.3 25.23 +0.32 .0409 HancockMatls JHMA 1.5 40.86 +1.79 .3408 PrincInvGrdCp IG 3.1 26.93 –0.14 .0623 SPDR BlmBarcHYBd JNK 5.0 109.26 +0.86 .404 SimplifyVoltFin VFIN ... 13.40 +0.46 ... VangdMC VO 1.4 217.82 +12.03 .9373
iShJPM EM LC Bd LEMB ... 45.04 +0.27 ... HancockMultMedia JHCS .7 37.10 +2.08 .1513 PrincipalSpectPfd PREF 4.3 20.66 +0.01 .0663 SPDRBloomBarInCpBd IBND .4 37.15 –0.21 .0105 SimplifyVoltPop VPOP ... 13.23 +0.54 ... VangdMCGrowth VOT .5 223.27 +13.38 .3193
iShJPX-Nikkei400 JPXN 1.2 74.04 +2.10 .4947 HancockMC JHMM 1.0 47.47 +2.51 .2464 PrincipalTaxAdv PQDI 5.0 21.44 +0.07 .0847 SPDRBlmBarIntTrBd BWX 1.0 30.51 –0.33 .0223 SimplifyVoltRobo VCAR ... 14.41 +0.29 ... VangdMC Val VOE 2.3 124.89 +6.24 .7487
iShLatinAmerica40 ILF 1.9 28.86 +1.70 .2794 HancockMultiSC JHSC 1.0 33.32 +2.00 .216 PrincUltShtAct USI 2.1 24.79 –0.09 .0346 SPDRBlmBarInvGrdFR FLRN 1.1 30.64 –0.02 .0127 6MeridianHdg SIXH 1.8 27.31 +0.57 .0374 VangdRealEst VNQ 3.8 88.11 +3.15 1.3377
iShACWILowCarbon CRBN 1.4 155.19 +6.76 1.0674 HancockTech JHMT .9 83.40 +3.96 .2668 ProShDJBrkGlIn TOLZ 3.1 42.15 +1.26 .2708 SPDRBloomBarc1-10Y TIPX 1.7 21.04 +0.02 .0214 6MeridianLowBeta SIXL .6 32.22 +0.97 .0085 VangdS&P500ETF VOO 1.5 356.44 +16.26 1.3829
iShMSCIAustralia EWA 2.0 24.81 +1.06 .2004 HancockUtils JHMU 3.2 31.04 +0.64 .5421 ProShDecRetail EMTY .1 19.23 –0.74 .0166 SPDRBloomBar1-3MTB BIL .2 91.52 ... .0033 6MeridianMega SIXA 1.7 30.72 +0.92 .0405 VangdS&P500 Grw VOOG .8 240.10 +11.34 .6468
iShMSCIAustria EWO .9 21.44 +0.70 .1941 JPMBeta US MC BBMC .6 85.13 +5.40 .0135 ProShHdgReplic HDG .1 52.19 +1.39 .0421 SPDRBloomBarSTHYBd SJNK 5.2 27.12 +0.14 .0956 6MeridianSC SIXS .8 42.65 +2.48 .0486 VangdS&P500Val VOOV 2.4 127.35 +5.64 .9326
iShMSCIBRICETF BKF .9 57.83 +3.23 .383 JPMBeta US SC BBSC .3 64.92 +4.04 .1022 ProShInflationExp RINF .8 28.31 +0.37 .1511 SPDRBloomBarSTInTr BWZ .1 32.38 –0.13 .0021 SmartAdvertising MRAD ... 30.00 +3.14 ... VangdS&PMC400 IVOO 1.1 167.15 +9.43 .7844
iShMSCIBelgium EWK 1.6 20.19 +0.81 .175 JPMCarbonUS JCTR .5 52.17 +2.12 .0664 ProShLgOnline CLIX 1.2 100.62 +6.00 .7962 SPDR 3-12MT-Bill BILS ... 100.10 ... ... SmartTransport MOTO .2 44.64 +2.74 1.02 VangdS&P400Grwth IVOG .7 192.70 +10.44 1.3201
iShMSCIBrazil EWZ 1.7 36.23 +2.04 .2763 JPMCorpBdResearch JIGB 2.8 56.46 –0.39 .1125 ProShMSCITransform ANEW .2 45.92 +2.59 .0183 SPDRBlSASBCpBd RBND 1.7 25.00 –0.14 .0388 SoFi50ETF SFYF .4 30.77 +1.80 .0321 VangdS&P400Val IVOV 2.3 140.92 +7.85 3.1834
iShMSCICanadaETF EWC 2.0 32.04 +1.44 .3853 JPM DivRetEM JPEM 2.8 56.63 +2.24 .2939 ProShOnlRetail ONLN 1.0 89.72 +6.99 .5695 SPDRDoubleTRTact TOTL 2.9 49.17 –0.08 .099 SoFiNext500 SFYX 1.0 13.36 +0.76 .0881 VangdS&P600 VIOO 1.0 187.94 +9.69 1.8256
iShMSCIChinaSC ECNS 3.0 58.48 +4.56 1.1813 JPM DivRetIntlEq JPIN 2.4 59.83 +1.57 .4051 ProShRAFI L/S RALS 1.6 30.88 –0.77 .1133 SPDRDJGlbRealEst RWO 3.2 45.25 +1.15 .5151 SoFiSelect500 SFY 1.1 14.38 +0.63 .083 VangdS&P600Grwth VIOG .6 221.48 +12.62 .6301
iShMSCIColombia ICOL 3.2 10.47 +0.13 .1835 JPM DivRetUS Eq JPUS 1.9 86.61 +3.27 .4864 ProShS&P500Bd SPXB 2.6 92.09 –0.46 .123 SPDREUROSTOXXSC SMEZ .0 73.90 +2.28 .6465 SoFiWeeklyIncm TGIF .8 104.38 +0.70 .05 VangdS&P600Val VIOV 1.3 156.43 +7.05 .7423
iShMSCI EAFE EFA 2.1 74.71 +2.32 .6945 JPM Div US MC JPME 1.4 78.51 +3.34 .3864 ProShS&P500xEner SPXE 1.1 84.40 +3.56 .3044 SPDRIntGovBd WIP 1.6 57.91 –0.04 .057 SoundEnhFixed SDEF ... 20.08 +0.32 ... VangdST Bond BSV 1.7 82.74 –0.11 .0962
iShMSCIEmgMarkets EEM 1.3 56.24 +2.93 .5189 JPM Div US SC JPSE 1.2 40.72 +2.69 .2021 ProShS&P500xFin SPXN 1.1 82.89 +3.29 .2676 SPDRFactSetInnTech XITK .1 246.37 +23.95 .1274 SoundEquIncm SDEI ... 21.44 +1.02 ... VangdSC VB 1.0 211.94 +13.35 .8934
iSh MSCI EM SC EEMS 2.0 55.90 +3.16 .047 JPMEquityPrem JEPI 8.3 56.00 +1.14 .2626 ProShS&P500xHlth SPXV 1.4 81.62 +3.85 .2883 SPDRGlobalDow DGT 1.9 100.27 +4.79 .6483 SPDR DJRlEst RWX 2.9 33.95 +0.31 .2286 VangdTaxExemptBd VTEB 1.9 55.35 –0.03 .0782
iShMSCIFranceETF EWQ 1.0 33.74 +1.35 .1632 JPM IntlGrwth JIG .0 78.42 +3.90 .0305 ProShS&P500xTech SPXT 1.6 66.60 +2.70 .3043 SPDRGoldMini GLDM ... 18.02 –0.32 ... SPDR DJREIT RWR 3.6 89.58 +3.03 1.2931 VangdTotalStk VTI 1.4 204.11 +10.12 .7818
iShMSCIFrontier100 FM 2.8 29.63 +0.65 .1874 JPMUSAggregateBd JAGG 1.7 27.54 –0.10 .0276 ProShShtBasicMat SBM .0 12.01 –0.50 .0049 SPDR Gold GLD ... 169.81 –2.80 ... SPDR DJIA Tr DIA 1.8 311.54 +11.73 .1275 VangdTotlWrld VT 1.6 96.65 +4.28 .5524
iShMSCIGermanyETF EWG 1.3 32.64 +1.18 .3869 JPMUSDEMSovBd JPMB 4.3 51.14 +0.28 .1647 ProShShtDow30 DOG .1 38.37 –1.50 .055 SPDRMFSSysCore SYE .0 102.58 +4.15 .3326 SPDR EurSTOXX FEZ 2.1 42.61 +1.85 .2502 VangdUtilities VPU 3.1 139.24 +3.45 1.3295
iShMSCIGlblAgriPrd VEGI 1.4 37.09 +1.99 .2919 JPM US Dividend JDIV 4.3 28.22 +1.03 .6284 ProShShortEuro EUFX ... 42.48 +0.35 ... SPDRMFSSysGrowth SYG .0 122.88 +5.40 .1049 SPDR MSCI exUS CWI 2.0 29.00 +1.09 .2741 VangdValue VTV 2.5 122.78 +4.76 .7892
iShMSCIGloblEnProd FILL 3.7 13.98 +0.72 .2818 JPMUSMinimumVol JMIN 2.8 32.23 +1.12 .4049 ProShShXinhuaCh25 YXI .1 13.00 –0.61 .011 SPDRMFSSysValueEqu SYV .0 73.77 +3.20 .2132 SpdrSPIntDiv DWX 3.8 36.96 +0.63 .3027 VesperUSLCShort UTRN 1.1 30.35 +1.36 2.3583
iShMSCIGlbMulti ACWF 1.7 35.10 +1.16 .3228 JPM US Moment JMOM .8 40.73 +1.97 .1124 ProShShtFinls SEF .1 15.34 –0.97 .0196 SPDRACWILowCarbon LOWC 1.5 119.06 +5.11 1.0345 SPDR S&PMdCpTr MDY 1.0 451.32 +25.36 1.4484 VicShUSAACrIntBd UITB 2.4 54.24 –0.08 .1972
iShMSCIHongKong EWH 2.4 26.07 +1.01 .2193 JPM USQualFactor JQUA 1.4 36.66 +1.44 .2056 ProShShortHY SJB .1 18.53 –0.20 .0125 SPDREAFEFossilFr EFAX 1.7 79.47 +2.55 .6562 SPDR S&P 500 SPY 1.5 387.71 +17.64 1.58 VicSh USAAShtBd USTB 2.1 51.93 +0.07 .0034
iShMSCIIndonesia EIDO 1.5 23.86 +1.41 .1717 JPM US Value JVAL 2.4 31.46 +1.25 .2246 ProShShMSCI EAFE EFZ .0 19.85 –0.63 .0086 SPDRMSCIEAFEStrat QEFA 1.8 71.01 +1.66 .739 SPDR S&P Biotch XBI .2 166.78 +13.90 .176 VicShUSAA EMVal UEVM 2.1 48.12 +2.33 .0039
iShMSCIIntlMom IMTM .9 38.61 +1.34 .1408 KFADynFixIncm KDFI 3.8 21.78 +0.18 .0579 ProShShtMSCI EM EUM .2 11.77 –0.68 .0196 SPDREMFossilFuelFr EEMX 1.3 84.33 +4.25 .3338 SPDR SP China GXC .9 147.34 +6.50 .7905 VicShUSAA IntlVal UIVM 1.7 46.83 +1.74 .0307
iShMSCIIntlMulti INTF 2.0 27.93 +0.91 .2207 KFA GlblCarbon KRBN ... 27.62 +2.62 ... ProShShtMC400 MYY .1 27.27 –1.55 .0152 SPDRMSCIEMStrat QEMM 2.3 69.32 +2.50 1.1371 SPDR S&P Div SDY 2.8 109.39 +4.12 .9868 VicSh USA SC Val USVM 1.1 67.32 +4.72 .0108
iShMSCIIntlQual IQLT 1.6 35.95 +0.80 .2283 KFA LCQualDiv KLCD 2.3 29.14 +0.87 .6756 ProShShtOil&Gas DDG ... 22.40 –1.86 ... SPDRMSCIUSAStrat QUS 1.7 106.77 +4.01 1.0337 SPDR SP EmAsPac GMF 1.2 140.05 +6.87 1.1135 VicShUSAA USAVal ULVM 1.4 58.78 +2.36 .0019
iShMSCIIntlSize ISZE 1.3 30.35 +0.98 .2655 KFA MtLucas KMLM ... 26.69 +0.09 ... ProShShortQQQ PSQ .3 13.56 –0.74 .0448 SPDRMSCIWorldStrat QWLD 1.7 94.35 +2.96 .7846 SPDR S&P Home XHB .7 63.61 +3.31 .1182 VidentUSBdStrat VBND 2.0 51.66 –0.12 .4735
iShMSCIIntlSC ISCF 2.2 34.54 +1.13 .0459 KFA SCQualDiv KSCD 1.5 27.10 +1.33 .3992 ProShShtRE REK .1 11.00 –0.37 .0079 SPDR NYSE Tech XNTK .3 154.13 +10.13 .08 SPDR IntlSC GWX 1.7 36.69 +1.49 .2884 VidentCoreUSEquity VUSE 1.2 37.87 +2.07 .261
iShMSCIIntlValue IVLU 2.0 23.78 +1.03 .2598 KFAValLineDynCore KVLE .3 21.25 +0.64 .0731 ProShShtRus2000 RWM .2 22.35 –1.78 .0499 SPDRNuvBBHYMuni HYMB 3.5 59.91 –0.06 .1802 SPDR S&P MtlMng XME 1.0 34.53 +2.18 .0819 VidentIntlEquityFd VIDI 2.4 25.99 +0.94 .4101
iShMSCIIreland EIRL .5 50.19 +1.97 .0124 KnowldgLdrDevWrld KLDW .6 43.55 +1.43 .2568 ProShShrtS&P500 SH .2 17.27 –0.83 .0279 SPDRNuveenMuniBd TFI 1.9 52.50 –0.07 .0787 SPDRS&POilGasExpl XOP 2.0 70.01 +5.69 .3007 VirtusInfrUSPfd PFFA 8.2 22.49 +0.56 .16
iShMSCIIsrael EIS .2 65.85 +1.97 .1058 KraneBoseraChinaA KBA .6 48.93 +1.40 .2976 ProShSh7-10YrTr TBX .1 24.28 +0.14 .0229 SPDRNuveenSTMuniBd SHM 1.1 49.84 ... .0346 SPDR S&P Pharm XPH .5 54.18 +2.29 .0538 VirtusLifeSciBio BBC ... 59.25 +6.65 ...
iShMSCIItaly EWI 1.6 30.40 +2.05 .2375 KraneCCBSChCpHY KCCB 6.5 39.35 +0.04 .1576 ProShShrtSC600 SBB .0 19.48 –1.04 .0097 SPDRPtfAggBd SPAB 2.4 30.41 –0.15 .0546 SPDR S&P Retail XRT .8 78.86 –9.15 .2512 VirtusLifeSciBio BBP ... 60.38 +3.92 ...
iShMSCIJapan EWJ 1.0 69.25 +2.26 .2583 KraneCICCCnCnsmr KBUY ... 29.49 +1.97 ... ProShSh20+Tr TBF .2 16.72 +0.44 .0351 SPDRPtfDevxUS SPDW 1.8 34.86 +1.26 .3247 SPDR S&P Semi XSD .2 185.48 +5.90 .0991 VirtusNewDynCredit BLHY 3.6 24.63 +0.19 .02
iShMSCIJapanSC SCJ .9 80.75 +2.26 .7019 KraneCICCCn5GSemi KFVG ... 26.48 –0.77 ... ProShUltBscMtls UYM .5 75.31 +5.70 .1272 SPDRPtfEM SPEM 1.8 45.69 +2.39 .5119 SPDRWelsFrg PSK 5.2 43.32 –0.08 .18 VirtusNewMultiBd NFLT 3.6 25.74 +0.24 .0452
iShMSCIKLD400Soc DSI 1.2 74.58 +3.78 .2174 KraneCICCChina KFYP 2.6 32.41 +0.31 .8337 ProShUltBlmCrude UCO ... 47.53 +6.94 ... SPDR PtfEurope SPEU 2.3 38.36 +1.25 .2256 SprottGoldMiners SGDM .3 29.16 +0.28 .0928 VirtusPrvCrd VPC 9.1 22.36 +1.17 .6625
iShMSCIKokusaiETF TOK 1.5 86.41 +3.74 .6846 KraneCSIChInt KWEB .2 95.68 +8.89 .2214 ProshUltBlmNatGas BOIL ... 26.43 +5.03 ... SPDR PtfHYBd SPHY 5.6 26.65 +0.14 .1248 SprottJrGoldMiners SGDJ 2.1 46.19 +1.19 .9687 VirtusRealAsset VRAI 3.8 23.58 +0.81 .3334
iShMSCIMalaysiaETF EWM 2.0 27.54 +0.49 .5447 KraneEFdChina KCNY 2.3 35.15 –0.08 .0703 ProShUltCnsGds UGE .4 89.24 +7.46 .052 SPDRPtfIntermCpBd SPIB 2.1 36.97 –0.02 .0494 SterlingCapFocus LCG ... 27.00 +1.58 ... VirtusReavesUtil UTES 2.1 40.95 +0.82 .25
iShMSCIMexico EWW 1.5 42.10 +1.91 .1437 KraneElcVehicle KARS .1 46.01 +2.89 .0574 ProShUltCnsSvs UCC .0 91.87 +8.60 .0198 SPDR PtfIntTrea SPTI .7 32.83 –0.09 .0095 SyntaxStratLC SSPY 1.4 58.34 +2.43 .9121 VirtusSeixSrLoan SEIX 4.2 24.82 +0.01 .1589
iShMSCINetherlands EWN .7 43.83 +1.51 .1303 KraneEMCnsTech KEMQ 2.0 37.18 +2.95 .7438 ProShUltDow30 DDM .3 58.46 +4.27 .04 SPDRPtfLTCorpBd SPLB 3.1 31.75 –0.41 .0813 SyntaxStratMC SMDY .8 37.19 +1.89 .301 VolsharesLC VSL .8 39.14 +1.50 1.0277
iShMSCIPacificxJp EPP 2.2 49.78 +1.84 .5466 KraneEMHlthcrIndex KMED .0 38.24 +2.26 .0082 ProShUlt Euro ULE ... 15.31 –0.19 ... SPDRPtfLgTermTrea SPTL 1.8 42.42 –1.12 .0589 SyntaxStratifiedSC SSLY .4 49.12 +1.45 .1946 WBIBullBrGlbIncm WBII 3.3 24.87 +0.22 .1462
iShMSCIPeru EPU 1.8 36.40 +2.08 .1829 KraneChinaHlthCr KURE .0 44.01 +2.77 .0001 ProShUltFTSEEurope UPV ... 55.80 +3.13 ... SPDR PtfGSM SPGM 1.4 51.43 +2.29 .4474 TRowePriceBlueChip TCHP ... 29.16 +1.68 ... WBIBullBrQu3000 WBIL .2 27.96 +0.84 .0084
iShMSCIPhilippines EPHE .7 31.65 +1.71 .0724 KraneAllChina KALL .9 39.04 +2.01 .3487 ProShXinhuaChina25 XPP ... 89.27 +7.45 ... SPDRPtfMtgBkdBd SPMB 2.9 26.45 –0.01 .058 TRowePriceDivGwth TDVG .8 28.56 +1.01 .0762 WBIBullBrRsInc300 WBIE .3 28.47 +0.70 .0456
iShMSCIPoland EPOL 1.4 19.16 +0.39 .0987 KraneMSCICnLdrs KESG .0 35.74 +1.88 .1511 ProShUltFinls UYG .6 45.18 +5.04 .0781 SPDRS&P500Value SPYV 2.3 35.40 +1.54 .194 TRowePriceEqIncm TEQI 1.6 30.77 +1.32 .1601 WBIBullBrTdUS WBIT 3.2 20.17 +0.21 .3113
iShMSCIRussia ERUS 4.2 38.47 +2.17 1.2914 KraneMSCIChinaEnv KGRN .0 49.99 +1.77 .0026 ProShUltraGold UGL ... 61.12 –2.26 ... SPDRPtfS&P1500 SPTM 1.5 48.01 +2.24 .204 TRowePriceGrowth TGRW .0 30.46 +1.77 .0318 WBIBullBrTrdUSTR WBIN 4.1 17.31 +0.16 .004
iShMSCISaudiArabia KSA 1.8 31.26 +0.11 .0942 KraneEMxChina KEMX 1.6 31.87 +1.84 .498 ProShUltHlthCr RXL .1 80.66 +1.35 .0364 SPDRPtfS&P500 SPLG 1.5 45.60 +2.05 .1812 TechSelectSector XLK .9 135.32 +6.39 .2976 WBIBullBrVal3000 WBIF .1 28.60 +1.20 .0237
iShMSCISingapore EWS 2.6 21.74 +0.20 .3572 KraneSh1Belt1Road OBOR 1.9 28.40 +1.21 .5493 ProShUltraHY UJB 2.8 75.13 +1.30 1.7338 SPDRS&P500Growth SPYG .9 57.69 +2.65 .1311 TeucriumAgriFd TAGS ... 22.24 –0.01 ... WBIBullBrYd3000 WBIG 1.0 24.34 +0.91 .064
iShMSCISouthAfrica EZA 5.1 47.50 +3.57 1.7712 KraneSSEStr50 KSTR ... 23.85 –0.51 ... ProShUltIndls UXI .3 103.08 +10.11 .0364 SPDRS&P500HiDiv SPYD 4.6 35.14 +1.55 .6066 TeucriumCornFd CORN ... 16.96 +0.08 ... WBIPwrFactorHiDiv WBIY 4.7 24.54 +1.00 .4067
iShMSCISthKorea EWY .7 92.96 +4.86 .6303 LCGrowthETN2028 FRLG ... 257.42 +22.08 ... ProShUltBrazil UBR ... 33.53 +3.62 ... SPDRPtfS&P400MC SPMD 1.2 43.44 +2.42 .1671 TeucriumSoybeanFd SOYB ... 20.29 +0.13 ... WedETFMGGlbCld IVES .4 57.80 +4.39 .125
iShMSCISpain EWP 2.5 27.22 +1.20 .0677 LeaderActivLdrs ACTV .1 34.58 +1.86 .0318 ProShUltMSCIEAFE EFO ... 45.77 +2.57 ... SPDRPtfS&P600SC SPSM 1.0 40.09 +2.09 .1526 TeucriumSugarFd CANE ... 7.17 +0.26 ... WedbushVideoGame GAMR .8 89.98 –17.28 .49
iShMSCISweden EWD .9 41.91 +1.22 .2946 LeaderAlphaFactor LSAT .3 30.37 +0.94 .0895 ProShUltMSCIEM EET .0 112.86 +11.22 .0086 SPDRPtfSTCpBd SPSB 1.8 31.39 –0.01 .0345 TeucriumWheatFd WEAT ... 6.20 –0.10 ... WisdTrUSDBull USDU .7 25.43 +0.06 .1726
iShMSCISwitz EWL 1.5 44.47 +0.44 .0226 LeaderAlphaUSCore LSAF .5 29.57 +1.08 .0329 ProShrUltraJapan EZJ ... 48.76 +3.11 ... SPDRShtTermTrea SPTS .6 30.70 ... .0051 TimothyHiDiv TPHD 2.3 26.63 +0.93 .1208 WisdTrCBOES&P500 PUTW 1.4 29.24 +0.78 .4086
iShMSCITaiwan EWT 1.7 57.98 +2.64 .9727 LeaderShEqSkew SQEW .7 34.72 +1.59 .2592 ProShUltMC400 MVV .3 54.75 +5.98 .0504 SPDR PtfTIPS SPIP 2.0 31.11 –0.10 .0122 TimothyPlanIntl TPIF 1.7 27.58 +0.76 .054 WisdTrChineseYuan CYB .4 27.70 +0.01 .1118
iShMSCIThailand THD 2.2 79.66 +2.72 .4504 LeatherbackL/S LBAY 3.4 21.13 +0.67 .06 ProShUltOilGas DIG 2.6 90.98 +12.91 .5511 SPDRRuss1000LowVol ONEV 1.8 92.43 +3.45 .5906 TimothyUS LMC TPLC .8 31.76 +1.26 .0573 WisdTrEmgCurr CEW .6 18.35 +0.11 .1181
iShMSCIUSAESGSelct SUSA 1.1 85.97 +3.93 .2629 LeutholdCore LCR .6 29.05 +0.60 .1752 ProShUltraQQQ QLD .0 127.78 +12.41 .0045 SPDRRuss1000Mom ONEO 1.2 88.81 +3.66 .3306 Timothy US SC TPSC 1.0 30.54 +1.94 .0999 WisdTrEMxSOE XSOE .9 43.71 +2.50 .1494
iShMSCIUSAEqWeight EUSA 1.4 75.35 +3.56 .2227 MatlsSelSectorSPDR XLB 1.7 73.53 +2.89 .3593 ProShrUltraRE URE .9 65.82 +4.14 .3023 SPDRRuss1000Yd ONEY 2.6 80.51 +4.25 .6839 TortoiseNAPipeline TPYP 5.7 18.53 +0.69 .2425 WisdTrEM HiDiv DEM 4.1 42.19 +1.58 .2927
iShMSCIUSAMCMult MIDF 1.2 33.15 +1.19 .106 MerlynAIBullBr WIZ .6 36.09 +2.04 .1614 ProShrUltraRus UWM .1 113.89 +15.83 .0067 SPDRMomentumTilt MMTM 1.1 167.42 +6.93 .4503 TransamDeltaS&PEM DMRE .7 63.55 +3.08 .1947 WisdTrEMLocDebt ELD 4.7 34.42 +0.49 .13
iShMSCIUSAMulti LRGF 1.3 39.21 +1.42 .104 MicroSecCannabis MJJ ... 85.86 +6.16 ... ProShUltraS&P SSO .2 97.82 +8.57 .0842 SPDRS&P1500ValTilt VLU 1.9 128.93 +6.77 .5774 TrendAggCon TACE .2 25.04 +0.29 .0435 WisdTrEMMulti EMMF 1.8 26.38 +1.34 .0935
iShMSCIUSASize SIZE 1.4 116.00 +5.96 .39 MicroSecCannabis2X MJO ... 124.87 +16.62 ... ProShUltSemi USD .1 114.60 +6.95 .0255 SPDR S&P500MidGr MDYG .7 74.70 +4.13 .1937 TrendAggDiv TADS .0 26.64 +0.34 2.617 WisdTrEM SC DGS 3.6 48.99 +2.01 .4875
iShMSCIUSASCMul SMLF 1.2 50.59 +3.32 .2805 MicroFANG+ETN FNGS ... 121.13 +8.07 ... ProShrUl7-10Trs UST .5 71.18 –0.85 .0797 SPDR S&P400MidVl MDYV 1.6 59.45 +3.32 .2428 TrendAggGrowth TAAG .0 27.80 +0.78 4.0115 WTEnhCmdStrategyFd GCC ... 19.66 +0.38 ...
iShMSCIUK EWU 2.4 29.80 +0.58 .3319 MicroSectFANG+Invr GNAF ... 14.99 –1.16 ... ProShUltSilver AGQ ... 50.58 –1.23 ... SPDRS&P600SmallCap SLY 1.0 89.07 +4.60 .3346 TrueESGActOpps ECOZ .4 36.69 +1.71 .136 WisdTrEuropeHdg HEDJ 2.6 68.59 +2.36 .3706
iShMSCIWorldETF URTH 1.5 116.20 +4.71 .7935 MicroFANG-3XInvr FNGD ... 3.46 –0.94 ... ProShUltSC600 SAA .0 134.07 +12.26 .0318 SPDR S&P600SCpGr SLYG .6 86.10 +5.00 .23 TrueShLowVol DIVZ ... 25.49 +0.81 ... WisdTrEuropeHdgSM EUSC 3.2 32.45 +1.26 .1841
MicroSectorsFANG3X FNGU ... 364.90 +70.30 ... SPDR S&P600SCapVal SLYV 1.3 73.67 +3.30 .2895 WisdTrEurQualDiv EUDG 1.8 30.79 +0.54 .1107
iShMorningstarLC JKD 1.2 220.69 +7.36 .7364 MicroFANG-2XInvr FNGZ ... 3.48 –0.54 ... ProShUltTech ROM .0 81.22 +9.03 .0344 SPDR Aero Dfns XAR .6 121.96 +10.19 .1034 TrueTechAI LRNZ ... 51.30 +2.48 ... WisdTrEuropeSC DFE 2.3 67.03 +2.88 .3291
iShMornLCGrowth JKE .3 305.17 +16.81 .1992 MicroSectFANG+2X FNGO ... 221.21 +29.16 ... ProShUltTelecom LTL 1.4 43.62 +2.28 .1961 SPDRS&PBank KBE 2.2 46.04 +3.31 .2993 UBS FIEnhGlbHY FIHD ... 188.46 +8.87 ... WisdTrFRTrea USFR .2 25.11 +0.01 .0005
iShMornLCValue JKF 2.9 115.05 +4.11 .8087 MicroSecGold3XInvr GDXD ... 23.04 –0.85 ... ProShUlt20YrTr UBT .6 54.45 –2.95 .1599 SPDRS&PCapitalMkts KCE 2.1 79.30 +4.78 .652 UBS FIEnhLCGrw FBGX ... 598.78 +51.60 ... WisdTrGlbxUSQual DNL 1.7 78.43 +2.22 .3246
iShMorningstarMC JKG 1.1 242.91 +11.16 .7272 MicroSecGold3XLvgd GDXU ... 20.95 +0.07 ... ProShrUltraUtil UPW .8 58.13 +2.45 .2117 SPDREmMktsDiv EDIV 3.4 28.83 +1.11 .0719 USCF SummerDynCom SDCI .2 17.22 +0.51 .0332 WisdTrGlbxUSREFd DRW 3.0 25.55 +0.36 .7604
iShMornMCGrowth JKH .1 405.10 +23.76 .04 MicroUSBigBk3X BNKD ... 3.03 –0.97 ... ProShUltraYen YCL ... 57.34 –0.72 ... SPDR S&P EM SC EWX 2.2 53.48 +2.21 .8081 USEquCumDiv2027 IDIV 11.3 11.96 +1.03 .11 WisdTrGlbHiDiv DEW 4.0 43.93 +1.40 .4553
iShMorningstarSC JKJ 1.2 216.03 +13.54 .6375 MicroUSBigBk3X BNKU ... 29.93 +6.56 ... ProShUltDow30 UDOW .2 107.65 +11.55 .1112 SPDR S&P500 ESG EFIV 1.3 36.15 +1.43 .1436 USEquityxDiv2027 XDIV ... 85.93 +3.65 ... WisdTrGrwLdrs PLAT .1 48.10 +4.00 .0474
iShMornSCGrowth JKK .1 340.59 +22.47 .0913 MicrUSBigOil3InLv NRGD ... 3.80 –1.22 ... ProShUltMC400 UMDD .1 123.82 +18.82 .0229 SPDRS&P500Fossil SPYX 1.3 95.83 +3.98 .331 USGlbGOGold GOAU .3 19.04 +0.41 1.0359 WisdTrIndiaEarn EPI .7 31.02 +2.37 .0807
iShMornSCValue JKL 1.9 151.94 +8.30 .6156 MicrUSBigOil3Lev NRGU ... 83.35 +17.35 ... ProShUltRus2000 URTY .0 111.64 +22.31 .0027 SPDRS&PGlbDividend WDIV 5.4 62.20 +1.66 1.3575 U.S.GlobalJetsETF JETS .0 23.05 +1.67 .0086 WisdTrIndiaxSOE IXSE .1 30.77 +2.16 .015
iShNatlMuniBd MUB 2.1 117.55 –0.05 .1815 MorganExosSpac SPXZ ... 26.42 +2.38 ... ProShUltS&P500 UPRO .1 84.80 +10.79 .0265 SPDRS&PGlbInfr GII 2.6 50.78 +1.72 .7792 USVeganClimate VEGN .7 36.05 +1.77 .0915 WisdTrIntDivxFin DOO 3.4 41.57 +0.85 .333
iShNewYorkMuniBd NYF 2.0 58.46 +0.05 .0908 MSCushMLPHI MLPY 10.6 3.64 +0.17 .0779 ProShUltShtDow30 SDOW .6 11.90 –1.48 .0662 SPDRS&PGlbNatRes GNR 2.6 47.05 +1.97 .4833 UtilitiesSelSector XLU 3.1 63.59 +1.44 .5218 WisdTrIntlEquity DWM 2.7 51.74 +1.39 .3337
iShResidentMultiRE REZ 3.1 69.75 +2.45 .7092 NationwideMaxDivUS MXDU 1.7 39.23 +1.52 .6615 ProShShtMC400 SMDD .2 9.76 –1.89 .0157 SPDRS&PHlthCareEqp XHE ... 125.15 +6.61 ... VanEckMerkGoldTr OUNZ ... 17.64 –0.31 ... WisdTrIntlHdgQual IHDG 1.9 40.32 +0.69 .354
iShRobotics&AI IRBO .4 47.56 +3.83 .1725 NationRiskBaseIntl RBIN 1.8 27.34 +0.45 .4885 ProShShtRus2000 SRTY 1.4 11.57 –3.08 .1659 SPDRS&PHlthCareSvs XHS .2 107.47 +4.13 .0916 VanEckAfrica AFK 3.7 21.35 +1.31 .796 WisdTrIntlHiDiv DTH 3.7 38.18 +1.13 .3455
iShRussell1000Gwth IWF .6 251.45 +12.21 .3742 NationRiskBasedUS RBUS 1.3 36.26 +1.17 .4651 ProShUltS&P500 SPXU .8 26.09 –3.98 .2078 SPDRS&PInsurance KIE 1.8 34.08 +1.88 .196 VanEckAgribus MOO 1.0 83.48 +4.67 .8564 WisdTrIntlLC Div DOL 2.8 46.56 +0.93 .3204
iShRussell1000 IWB 1.3 220.63 +10.46 .7898 NationRiskMgd NUSI 7.4 27.98 +0.48 .1798 ProShUltShrt20YTr TTT .2 35.97 +2.59 .0867 SPDRS&PInternetETF XWEB .3 187.15 +17.51 .2548 VanEckBDCIncome BIZD 9.5 14.95 +0.94 .3249 WisdTrIntlMC Div DIM 2.5 65.60 +2.01 .4005
iShRussell1000Val IWD 2.0 141.93 +6.49 .5957 NatixisShrtDur LSST 1.9 25.65 +0.04 .0265 ProShUltShtAUD CROC ... 44.50 –0.43 ... SPDRS&PKenCleanPwr CNRG .5 140.10 +9.27 .1172 VanEckBrazilSC BRF 1.7 20.82 +1.06 .3529 WisdTrIntlMult DWMF 2.0 25.09 +0.33 .1791
iShRussell2000Gwth IWO .4 326.68 +26.29 .307 NatixisUSEqOpps EQOP .0 29.86 +1.12 .0043 ProShUSBscMtls SMN ... 9.59 –0.86 ... SPDRS&PKenFinalFr ROKT .5 40.58 +2.63 .065 VanEckChinaGrwth GLCN .1 51.28 +1.87 6.0309 WisdTrIntlSC DLS 2.4 70.13 +2.65 .4585
iShRussell2000 IWM .9 221.65 +16.09 .5925 NatixisVaughanMC VNMC .1 30.90 +1.55 .0589 ProShUltBloomCrd SCO ... 8.67 –1.55 ... SPDRS&PKenFut FITE .8 49.31 +2.45 .076 VanEckChinaBond CBON 2.9 24.03 –0.19 .0663 WisdTrJapanHdg DXJ 2.4 57.40 +2.13 .7923
iShRussell2000Val IWN 1.4 147.81 +9.41 .6518 NatixisVaughanNel VNSE .1 28.07 +1.17 .0171 ProShUltShBlmGas KOLD ... 33.32 –10.60 ... SPDRS&PKenInt SIMS .5 45.25 +2.26 .0692 VanEckSMEChiNxt CNXT .0 52.58 +1.51 .0038 WisdTrJapanSC DFJ 2.5 74.59 +2.39 .9438
iShRussell3000 IWV 1.2 234.03 +11.52 .8274 NETLeaseCpRlEst NETL 3.9 26.48 +1.38 .2772 ProShUSCnsmrGd SZK .2 8.21 –0.80 .0168 SPDRS&PKenNewEc KOMP .6 70.55 +5.98 .2031 VanEckEgypt EGPT 2.3 27.08 +0.06 .625 WisdTrMgdFut WTMF .5 38.29 +0.51 .1728
iShMicro-CapETF IWC .8 146.11 +10.85 .3713 NiftyIndiaFinls INDF ... 34.18 +3.80 ... ProShUSCnsmrSvc SCC .1 11.00 –1.19 .0069 SPDRS&PKenSmart HAIL .4 67.17 +5.45 .0217 VanEckEM AggBd EMAG 4.2 21.66 –0.02 .073 WisdTrMtgPlBdFd MTGP 1.9 51.53 ... .0775
iShRussellMid-Cap IWR 1.2 72.25 +3.90 .2294 NoShoreGlUran URNM 2.3 47.24 +6.30 1.1043 ProShUltDow30 DXD .3 11.94 –0.97 .0384 SPDRS&PNAmNatlRscs NANR 2.6 35.38 +2.24 .3404 VanEckEMHYBond HYEM 5.4 23.84 +0.15 .0765 WisdTr90/60USBal NTSX .8 37.61 +1.53 .1153
iShRussellMCValue IWS 1.8 101.78 +5.05 .436 NuvESGHYCorpBd NUHY 5.0 25.04 +0.09 .08 ProShUltShEuro EUO ... 23.17 +0.36 ... SPDRS&POil&GasEq XES 1.1 52.86 +4.55 .0689 VanEckEnerIncm EINC 6.1 44.69 +2.01 .6601 WisdTrUSDivxFin DTN 3.4 86.87 +2.67 .075
iShRussellTop200Gr IWY .7 138.26 +6.37 .2537 NuvESGUSAggBd NUBD 2.2 26.54 –0.13 .0359 ProShUltChina50 FXP .1 25.66 –2.57 .0207 SPDRS&PRegionalBkg KRE 2.4 58.95 +4.58 .395 VanEckEnvironSvcs EVX .3 123.36 +4.31 .3906 WisdTrUSHiDiv DHS 4.0 70.99 +2.52 .085
iShRussellTop200 IWL 1.3 93.57 +4.16 .3356 NuvEnhYd1-5Y NUSA 2.5 25.51 –0.03 .0394 ProShrUltShFTSEEur EPV .1 15.43 –1.07 .0143 SPDRS&PSft&Svs XSW .2 166.90 +12.51 .0519 VanEckGoldMiner GDX .5 34.61 +0.10 .1899 WisdTrUSLCDivFd DLN 2.7 109.48 +3.43 .155
iShRussellTop200Vl IWX 2.1 59.75 +2.56 .3183 NuvEnhYdUSAgg NUAG 3.0 25.42 –0.12 .023 ProShUltShFin SKF .1 14.57 –1.91 .0168 SPDRS&PTelecom XTL .8 97.23 +5.06 .2464 VanEckGreenBd GRNB 2.2 27.75 –0.08 .0379 WisdTrUSLCFd EPS 1.8 41.52 +1.69 .1997
iShS&P100 OEF 1.4 178.88 +8.10 .6844 OverlayCoreBd OVB 3.3 26.19 +0.03 .2454 ProShUltShGold GLL ... 34.02 +1.08 ... SPDRS&PTransport XTN .7 74.97 +5.12 .20 VanEckIndiaGrwth GLIN .2 34.09 +1.63 .0783 WisdTrUSMCDivFd DON 2.6 37.01 +1.78 .01
iShS&PMC400Growth IJK .7 77.89 +4.29 .1529 OverlayFgnEqu OVF 2.5 26.06 +0.53 .3361 ProShrUSHlthCr RXD .2 8.86 –0.16 .0167 SPDRSSGAFxScRt FISR 2.5 31.63 –0.13 .0495 VanEckIndonesia IDX 1.6 21.00 +1.10 .3429 WisdTrUSMCFd EZM 1.5 46.85 +2.78 .306
iShS&P500Growth IVW .8 66.55 +3.04 .1427 OverlayHdgLC OVLH ... 25.52 +0.76 ... ProShUltShIndls SIJ ... 9.65 –1.22 ... SPDRGenderDivers SHE 1.2 93.19 +5.32 .2869 VanEckIntlHYBd IHY 4.6 25.89 +0.13 .0971 WisdTrUSQualShr QSY 1.5 104.60 +3.36 .078
iShGlobalEnergyETF IXC 4.5 22.01 +1.12 .5958 OverlayLCEq OVL 1.6 33.19 +1.54 .3786 ProShUltra7-10 PST .1 15.95 +0.19 .0175 SPDR US LC Low Vol LGLV 2.0 120.50 +5.11 .9641 VanEckInvtGrFR FLTR 1.3 25.38 –0.03 .018 WisdTrUSSCDiv DES 2.5 28.58 +1.49 .01
iShGlobalHealthcr IXJ 1.3 77.37 +0.54 .4391 OverlayMuniBd OVM 3.3 26.09 +0.16 .2553 ProShUltBrazil BZQ .2 8.64 –1.10 .0185 SPDR SSGA US XLSR 1.2 41.41 +1.87 .153 VanEckIsrael ISRA .2 47.45 +1.86 .0763 WisdTrUSSCFd EES 1.2 43.41 +2.72 .0304
iShGlobalTechETF IXN .6 314.54 +15.10 .9224 OverlayShTermBd OVT ... 25.04 +0.15 ... ProShrUS MSCI EAFE EFU .1 12.27 –0.78 .0083 SPDR US SC LowVol SMLV 2.3 103.59 +6.39 1.0779 VanEckJPMEMLCBd EMLC 4.8 32.77 +0.12 .1253 WisdTrUSTotalDivFd DTD 2.7 107.44 +3.60 .135
iShGloblFinancials IXG 2.1 67.62 +3.80 .604 OverlaySCEq OVS 1.3 33.61 +1.78 .2317 ProShUltMSCIEM EEV .2 14.99 –1.71 .0261 SPDRSolactCda ZCAN .0 65.94 +2.79 .7592 VanEckJrGold GDXJ 1.7 50.37 +0.29 .8554 WisdTrUSTMFd RESP 1.3 42.76 +1.66 .1428
iShS&P500Value IVE 2.3 131.77 +5.79 .7815 PGIMActHYBd PHYL 5.9 41.10 +0.25 .1938 ProShrUS MSCI Jpn EWV ... 13.83 –0.92 ... SPDRSolactGermany ZDEU .0 65.54 +2.27 1.055 VanEckLong/Flat LFEQ 2.0 35.87 +1.49 .7143 WisdTrYdUSAggBd AGGY 2.4 53.04 –0.14 .0975
iShIntlDevProperty WPS 2.3 35.61 +0.63 .3129 PGIMQMAStrAlphaItl PQIN 2.2 58.15 +0.33 .2895 ProShUltMC400 MZZ .3 11.21 –1.43 .0287 SPDRSolactHK ZHOK .0 70.66 +2.97 .6809 VanEckLowCarbon SMOG .1 182.59 +6.08 .0918 XtrkFTSEDevxUS DEEF 2.7 30.67 +0.79 .1551
iShGlobalConsDiscr RXI .6 165.90 +10.33 .4877 PGIMStratAlphLC PQLC 2.0 62.57 +1.33 .3156 ProShrUSOilGas DUG .1 21.95 –3.87 .0289 SPDRSolactJpn ZJPN .0 90.76 +2.84 .7031 VanEckMtgREIT MORT 7.8 17.50 +1.05 .3536 XtrkrsHarvCSI300 ASHR .8 42.58 +1.24 .3248
iShGlobalUtilities JXI 2.6 60.42 +0.96 1.0094 PGIMQMAStrAlSCG PQSG .9 70.01 +4.95 .2979 ProShUltShtQQQ QID 1.0 25.07 –2.82 .2617 SPDRSolactUK ZGBR .0 46.31 +0.79 .6751 VanEckNatRscs HAP 2.3 41.20 +2.00 .9444 XtrkrsHarvCSI500 ASHS .4 35.34 –0.50 .1531
iShGlobalMaterials MXI 1.2 83.19 +2.70 .5874 PGIMQMAStrAlSCV PQSV 1.5 57.40 +3.73 .185 ProShrUSRlEst SRS .2 11.51 –0.84 .0237 SPDRSSgAGlbAll GAL 2.1 43.87 +1.26 .3629 VanEckOilRefin CRAK 2.5 26.39 +1.15 .66 XtrkrsHiBetHYBd HYUP 6.9 48.32 +0.27 .30
iShGloblIndustrial EXI 1.2 108.16 +4.42 .594 PGIMUltraShBd PULS 1.8 49.86 –0.05 .0554 ProShUltShRus2000 TWM .5 15.38 –2.59 .083 SPDRSSgAIncmAllctn INKM 3.8 34.35 +0.59 .4799 VanEckOilSvcs OIH 1.1 176.81 +14.22 1.8911 XtrkIntlRealEst HAUZ 3.4 26.77 +0.52 .5446
iShrsSP GSCI Cmdty GSG ... 13.52 +0.61 ... PIMCO25+YrZeroCoup ZROZ 1.8 148.72 –5.85 .65 ProShUltShtS&P500 SDS .5 11.43 –1.13 .0569 SPDRSSgAMultiAsset RLY 2.1 25.60 +0.86 .2609 VanEckPfdSecsxFin PFXF 5.2 20.57 +0.25 .0425 XtrkrsJpnJPXNik400 JPN 1.9 33.41 +0.94 .3597
iShS&PMC400Value IJJ 1.7 92.52 +5.24 .3615 PIMCO ActiveBd BOND 2.6 112.33 –0.26 .23 ProShrUSSemi SSG .4 12.05 –0.85 .0472 SPDRSSgAUltraShrt ULST 1.2 40.49 –0.04 .0247 VanEckRareEarth REMX .7 76.40 +2.21 .5348 XtrrsLowBetHYBd HYDW 4.4 50.92 +0.30 .1534
iShS&PSC600Value IJS .9 90.50 +4.11 .2837 PIMCOBrdUSTIPSIdx TIPZ 1.5 65.51 –0.13 .05 ProShUltShtSilver ZSL ... 5.97 –0.37 ... SPFdsDJGlbSukuk SPSK 2.2 20.40 +0.08 .042 VanEckRealAsset RAAX 6.0 23.22 +0.76 1.392 XtrkACWIxUSESGLd ACSG 1.7 32.87 +1.19 .2942
iShGlblConStaples KXI 2.4 56.66 +0.91 .7822 PIMCOEnhLowDur LDUR 2.1 102.20 –0.10 .12 ProShUlShtSC600 SDD ... 7.83 –0.91 ... SPFdsS&P500Sharia SPUS 1.1 26.38 +1.05 .026 VanEckSteel SLX 1.8 46.07 +2.84 .8333 XtrkrsMSCIAllChina CN .7 50.22 +2.12 .3499
iShNATech-Mult IGN .5 68.35 +3.63 .0693 PIMCOEnhShMaturESG EMNT 1.4 100.72 –0.04 .07 ProShrUSTech REW .3 12.44 –1.46 .0388 SPFdsS&PGlShar SPRE .3 20.69 +0.60 .067 VanEckUnOil&Gas FRAK 1.4 89.30 +7.39 1.2069 XtrkrsMSCIAWxUS HDAW 4.2 24.49 +0.46 .2432
iShSelfDrvngEV IDRV .6 46.71 +2.16 .0052 PIMCOEnhShMaturity MINT 1.0 102.11 –0.01 .042 ProShUltraSh20+ TBT .3 18.50 +0.92 .0003 SchwabEM Equity SCHE 1.9 33.43 +1.79 .5342 VanEckUranium NLR 2.2 50.11 +1.66 1.0964 XtrkrsMSCIAWxUS DBAW 2.0 31.99 +1.24 .3964
iShShortNatlMuniBd SUB 1.2 108.08 –0.08 .0825 PIMCO15+USTIPSIdx LTPZ 1.5 86.16 –1.59 .06 ProShrUSUtil SDP .1 17.88 –0.82 .0236 Schwab5-10YCpBd SCHI 2.2 53.16 –0.02 .0534 VangdCnsmrDiscr VCR 1.6 298.20 +14.91 3.7937 XtrkMChinaAIncl ASHX .7 31.58 +0.96 .2365
iShSilver SLV ... 24.95 –0.04 ... PIMCOIntermMuniBd MUNI 1.9 56.97 –0.01 .08 ProShUltShtYen YCS ... 70.57 +0.83 ... SchwabFundEmgLrg FNDE 2.4 29.85 +1.52 .5603 VangdCnsmrStpls VDC 2.5 171.59 +4.80 1.5724 XtrkESGLeaders EASG 1.7 29.64 +0.86 .2343
iShTIPSBondETF TIP 1.1 127.71 –0.28 .0231 PIMCOInvGrdCorpBd CORP 2.8 115.02 –0.62 .2456 Qraft AI US Hi Div HDIV 2.1 27.77 +1.03 .147 SchwabFundIntLrgCo FNDF 2.1 30.68 +1.27 .4378 VangdExtMkt VXF 1.0 181.90 +12.77 .8095 XtrkrsMSCIHiDiv HDEF 3.9 23.43 +0.41 .2952
iSh10+YIGCpBd IGLB 3.3 70.14 –0.90 .1785 PIMCO1-5USTIPSIdx STPZ 1.8 54.61 +0.06 .06 QRAFT AI US LC QRFT .0 40.85 +2.30 .6683 SchwabFundIntlSmCo FNDC 1.7 36.40 +1.63 .4901 VangdInfoTech VGT .8 370.70 +19.40 .6898 XtrkrsMSCIEAFE DBEF 2.3 34.79 +1.26 .3718
iShTreaFRBd TFLO .2 50.30 +0.01 .001 PIMCO DynMultEM MFEM 1.6 29.51 +1.64 .20 QRAFTAIUSLCMom AMOM .1 33.78 +2.21 7.7737 SchwabFundUSBrd FNDB 2.0 47.51 +1.38 .2338 VangdMatrls VAW 1.6 159.90 +6.65 .8238 XtrkrsMSCIEMESG EMSG 1.2 36.30 +1.81 .1646
iShDowJonesUS IYY 1.3 98.29 +4.59 .3422 PIMCO DynMultIn MFDX 1.5 27.99 +0.82 .16 QraftAINxtValue NVQ .1 29.41 +1.56 .008 SchwabFundUSLrgCo FNDX 2.2 47.78 +1.26 .2388 VangdSC Grwth VBK .4 293.01 +19.53 .5023 XtrkrsMSCIEM DBEM 1.6 30.06 +1.51 .3725
iShChinaLC FXI 2.0 51.69 +2.33 .6836 PIMCO DynMultUS MFUS 1.7 35.11 +1.33 .18 QuadIntRtVol IVOL 3.4 28.72 +0.27 .085 SchwabFundUSSmCo FNDA 1.2 47.45 +2.94 .0511 VangdSC Val VBR 1.6 153.80 +8.69 .8762 XtrkrsMSCIEurope DBEU 2.4 30.82 +1.10 .3359
iShRussellMCGrowth IWP .4 108.67 +6.41 .0778 PIMCO RAFI ESG US RAFE 2.3 26.97 +1.06 .15 RoboGlbAI THNQ ... 43.72 +2.71 ... SchwabIntmUSTrsr SCHR 1.5 57.75 –0.22 .0526 VangdCommSvcs VOX .7 129.02 +9.05 .2219 XtrkrsMSCIEurozone DBEZ 1.9 34.23 +1.59 .372
iShUSBrokerDealers IAI 1.4 85.37 +6.07 .222 PIMCOShrtTrmMuniBd SMMU 1.1 51.56 +0.03 .0375 RoboGlbHlthTch HTEC ... 50.05 +2.75 ... SchwabIntEquity SCHF 2.0 37.02 +1.28 .5097 VangdDivApp VIG 1.6 141.81 +4.76 .6644 XtrkrsMSCIGermany DBGR 2.8 30.00 +1.17 .4734
iShUSTechBreak TECB .6 37.34 +2.05 .0691 PIMCO0-5YrHiYdCorp HYS 4.4 98.56 +0.67 .36 RoboGlblRobotics ROBO .2 68.67 +4.21 .1192 SchwabIntlSC SCHC 1.6 38.96 +1.56 .6089 VangdEnergy VDE 4.2 59.12 +4.69 .6029 XtrkrsMSCIJapan DBJP 2.4 47.92 +1.80 .01
iShUSTech IYW .5 90.93 +5.15 .0778 PPTYUSDivrsRealEst PPTY 3.3 29.93 +1.16 .2439 RPAR RiskParity RPAR .8 23.69 +0.18 .0756 SchwabLTUSTrea SCHQ 1.6 51.53 –1.35 .0687 VangdExDurTreas EDV 2.2 140.18 –4.96 6.1046 XtrkMSCIKokusai KOKU .5 73.86 +2.73 .3715
iShVirtualWork IWFH .3 33.70 +2.39 .0538 PacerAmEnIndepend USAI 7.4 19.71 +0.91 .12 RayliantQuanCn RAYC ... 28.01 +0.70 ... Schwab1-5YCpBd SCHJ 1.6 51.35 +0.03 .0348 VangdAWxUSSC VSS 1.8 126.40 +5.34 1.9669 XtrkUSAESGLdrs USSG 1.4 35.61 +1.64 .1553
iShYdOptimizedBd BYLD 3.1 25.61 –0.01 .0551 PacerData&Infr SRVR 1.5 37.18 +0.96 .1385 RealEstSectorSPDR XLRE 3.0 37.94 +1.18 .4663 Schwab1000Index SCHK 1.5 38.94 +1.87 .1473 VangdFTSEDevMk VEA 2.0 48.57 +1.70 .4147 XtrkrsMuniInfra RVNU 2.4 29.48 ... .0587
iSh0-5YHYCorpBd SHYG 5.1 45.59 +0.22 .192 PacerIndRealEst INDS 1.6 38.28 +2.01 .2547 RenaissanceIPO IPO .1 74.12 +6.06 .0657 SchwabSrtTRmUSTrsr SCHO 1.2 51.38 –0.03 .0303 VangdFTSE EM VWO 1.8 54.50 +2.82 .3009 XtrkRuss1000USQu QARP 1.6 35.07 +1.58 .1717
iSh0-3MTreaBd SGOV .1 100.02 ... .005 PacerCFRAStovall SZNE 1.3 32.97 +1.64 .1007 RenaissanceIntlIPO IPOS .4 39.47 +1.50 .2031 SchwabUS AggrBd SCHZ 2.4 55.36 –0.29 .1063 VangdFTSE Europe VGK 2.1 61.63 +1.93 .3779 XtrkRussUSMulti DEUS 1.6 39.75 +1.48 .212
JPM AlerianMLP AMJ 9.9 15.31 +0.60 .3354 PacerFTSECnA50 AFTY 1.3 25.29 +1.25 .3398 RivFrDynCoreIncm RFCI 1.9 25.89 –0.04 .0378 SchwabUS BrdMkt SCHB 1.6 95.35 +4.73 .3646 VangdFTSE Pac VPL 1.7 82.31 +3.05 .8822 XtrkS&P500ESG SNPE 1.4 34.03 +1.47 .1416
JanusHendersonAAA JAAA 1.4 50.45 +0.06 .0533 PaceriPathGold GBUG ... 29.64 –0.53 ... RivFrDynUSDiv RFDA 1.5 39.32 +1.46 .0775 SchwabUS Div SCHD 3.1 66.03 +2.47 .6015 VangdFinls VFH 2.1 76.67 +4.93 .4781 XtrkrsShDurHYBd SHYL 6.1 47.71 +0.20 .2295
JanusHendMtg JMBS 2.7 53.60 +0.02 .0596 PacerLuntLCAlt ALTL 1.4 34.50 +2.78 .1502 RivFrDynUSFlex RFFC 1.4 40.65 +1.46 .0464 SchwabUS LC SCHX 1.6 94.78 +4.56 .3689 VangdFTSEAWxUS VEU 1.9 60.97 +2.39 .4518 XtrkrsUSDHYCorpBd HYLB 5.1 50.25 +0.35 .1936
M26 BARRON’S February 8, 2021

Bonds
U.S. Zero Coupons and Other Goverment Wkly Ask Wkly Ask Wkly Ask Wkly Ask Wkly Ask Wkly Ask
Agencys. Source: Bear Stearns Pricing Di- Rate Mo/Yr Bid Asked Chg. Yld. Rate Mo/Yr Bid Asked Chg. Yld. Rate Mo/Yr Bid Asked Chg. Yld. Maturity Type Bid Asked Chg. Yld. Maturity Type Bid Asked Chg. Yld. Maturity Type Bid Asked Chg. Yld.
rect Inc. via Street Software Technology, Inc. 11/2 Nov 21 101:05 101:06 + 1 0.04 2 Apr 24 105:24 105:24 – 1 0.20 41/2 Feb 36 141:07 141:08 – 55 1.44 Nov 22 np 99:24 99:28 + 1 0.07 May 30 ci 88:23 89:04 — 18 1.25 Nov 45 bp 61:08 61:12 — 60 1.98
Treasury Bills, Notes and Bonds, and TIPS. 13/4 Nov 21 101:12 101:12 .... 0.04 21/4 Apr 24 106:18 106:18 .... 0.20 43/4 Feb 37 146:11 146:12 – 59 1.49 Nov 22 ci 99:24 99:25 + 1 0.12 May 30 bp 90:04 90:17 — 17 1.08 Feb 46 ci 59:30 60:12 — 58 2.03
Source: Telekurs 17/8 Nov 21 101:15 101:15 .... 0.04 21/2 May 24 107:15 107:15 – 1 0.20 5 May 37 150:12 150:14 – 61 1.50 Nov 22 np 99:27 99:28 + 1 0.07 May 30 np 89:27 90:08 — 18 1.11 Feb 46 bp 60:25 60:28 — 60 1.99
25/8 Dec 21 102:06 102:06 .... 0.03 2 May 24 105:28 105:28 .... 0.21 43/8 Feb 38 142:08 142:10 – 63 1.54 Feb 23 ci 99:24 99:28 + 1 0.06 Aug 30 ci 88:08 88:21 — 18 1.27 May 46 ci 59:16 60:02 — 58 2.03
US TREASURY BILLS 15/8
2
Dec 21
Dec 21
101:13
101:23
101:13
101:24
....
....
0.04
0.04
13/4
2
Jun 24
Jun 24
105:04
105:31
105:05
106:00
+ 1
....
0.23
0.22
41/2
31/2
May 38
Feb 39
144:14
129:16
144:16
129:18
– 65
– 63
1.55
1.60
Feb 23 bp 99:23 99:28 + 1 0.06 Aug 30 np 89:18 89:19 — 23 1.16 May 46 bp 60:12 60:17 — 60 2.00
Feb 23 np 99:22 99:27 + 1 0.08 Nov 30 ci 87:21 88:03 — 22 1.30 Aug 46 ci 59:07 59:22 — 60 2.03
Wkly Ask 21/8 Dec 21 101:27 101:27 .... 0.05 13/4 Jul 24 105:07 105:08 .... 0.24 41/4 May 39 141:20 141:22 – 70 1.61 Feb 23 np 99:20 99:21 .... 0.17 Nov 30 np 89:04 89:05 — 20 1.18 Aug 46 bp 60:01 60:05 — 61 2.00
Maturity Bid Asked Chg. Yld. 21/2 Jan 22 102:09 102:09 .... 0.04 21/8 Jul 24 106:17 106:17 – 1 0.23 41/2 Aug 39 145:31 146:01 – 72 1.61 Feb 23 ci 99:15 99:15 .... 0.25 Feb 31 ci 87:04 87:18 — 21 1.33 Nov 46 ci 58:26 59:09 — 61 2.04
13/8 Jan 22 101:09 101:10 + 1 0.04 23/8 Aug 24 107:16 107:16 – 1 0.23 43/8 Nov 39 144:04 144:06 – 73 1.63 Feb 23 np 99:23 99:24 + 5 0.13 Feb 31 bp 88:24 89:06 — 23 1.14 Nov 46 bp 59:21 59:24 — 61 2.01
Feb 09 '21 0.02 0.01 -0.03 0.01 11/2 Jan 22 101:13 101:14 + 1 0.04 11/4 Aug 24 103:16 103:17 .... 0.25 45/8 Feb 40 148:15 148:17 – 75 1.64 May 23 ci 99:22 99:28 + 1 0.06 May 31 ci 86:20 87:03 — 21 1.35 Feb 47 ci 58:14 58:29 — 61 2.04
Feb 11 '21 0.03 0.02 -0.02 0.02 17/8 Jan 22 101:25 101:25 .... 0.04 17/8 Aug 24 105:24 105:24 – 1 0.25 11/8 May 40 89:16 89:18 – 57 1.77 May 23 np 99:21 99:26 + 1 0.08 Aug 31 ci 86:04 86:19 — 22 1.37 Feb 47 bp 59:11 59:16 — 62 2.01
Feb 16 '21 0.02 0.01 -0.03 0.01 2 Feb 22 101:31 102:00 + 1 0.04 11/2 Sep 24 104:15 104:16 .... 0.26 43/8 May 40 144:18 144:20 – 74 1.66 May 23 ci 99:21 99:22 + 1 0.13 Nov 31 ci 85:22 86:04 — 23 1.39 May 47 ci 58:03 58:18 — 62 2.05
Feb 18 '21 0.03 0.02 -0.01 0.02 21/2
1 Feb 22 102:15 102:16 .... 0.05 21/8 Sep 24 106:23 106:24 .... 0.26 11/8 Aug 40 89:10 89:12 – 55 1.77 May 23 np 99:21 99:22 + 1 0.14 Feb 32 ci 85:05 85:20 — 22 1.41 May 47 bp 59:02 59:13 — 54 1.99
1 /8 Feb 22 101:04 101:04 + 1 0.05 11/2 Oct 24 104:17 104:17 – 1 0.27 37/8 Aug 40 136:09 136:11 – 73 1.68 Aug 23 ci 99:21 99:25 .... 0.09
Feb 23 '21 0.02 0.01 -0.02 0.01 13/4 21/4 Oct 24 107:10 107:10 – 1 0.27 May 32 ci 84:22 85:05 — 22 1.43 Aug 47 ci 57:28 58:11 — 61 2.04
Feb 22 101:25 101:25 .... 0.05 13/8 Nov 40 93:07 93:09 – 61 1.78 Aug 23 bp 99:20 99:26 + 1 0.08 Aug 32 ci 84:05 84:20 — 23 1.45 Aug 47 bp 58:19 58:22 — 63 2.02
Feb 25 '21 0.03 0.02 -0.02 0.02 17/8 Feb 22 101:29 101:30 + 1 0.05 21/4 Nov 24 107:12 107:12 – 2 0.28 41/4 Nov 40 142:29 142:31 – 75 1.69
Mar 02 '21 0.02 0.01 -0.04 0.01 23/8 71/2 Nov 24 127:06 127:07 – 5 0.24 Aug 23 np 99:18 99:24 .... 0.10 Nov 32 ci 83:21 84:05 — 23 1.47 Nov 47 ci 57:15 57:31 — 63 2.05
Mar 22 102:17 102:17 .... 0.06 43/4 Feb 41 152:01 152:03 – 80 1.68 Aug 23 np 99:15 99:15 .... 0.21 Feb 33 ci 83:05 83:21 — 23 1.49 Nov 47 bp 58:09 58:12 — 63 2.02
Mar 04 '21 0.02 0.01 -0.04 0.01 03/8 Mar 22 100:11 100:12 + 2 0.05 11/2 Nov 24 104:18 104:19 .... 0.29 43/8 May 41 145:21 145:23 – 79 1.70
21/8 Nov 24 106:30 106:30 – 2 0.29 Aug 23 np 99:19 99:20 .... 0.15 May 33 ci 82:20 83:04 — 24 1.51 Feb 48 ci 57:07 57:22 — 63 2.05
Mar 09 '21 0.02 0.01 -0.04 0.01 13/4 Mar 22 101:29 101:30 + 1 0.06 33/4 Aug 41 134:26 134:28 – 75 1.72 Nov 23 ci 99:16 99:20 .... 0.13
13/4 Dec 24 105:19 105:19 – 2 0.30 Aug 33 ci 82:05 82:21 — 23 1.53 Feb 48 bp 57:30 58:08 — 57 2.01
Mar 11 '21 0.03 0.02 -0.02 0.02 171/8 Mar 22 102:02 102:02 .... 0.05 31/8 Nov 41 123:25 123:27 – 74 1.75 Nov 23 np 99:16 99:22 + 1 0.11 Nov 33 ci 81:20 82:05 — 24 1.55 May 48 ci 56:28 57:12 — 62 2.05
Mar 16 '21 0.03 0.02 -0.03 0.02 21/4 Apr 22 102:18 102:19 .... 0.05 21/4 Dec 24 107:17 107:18 – 2 0.29 31/8 Feb 42 124:00 124:02 – 75 1.75
13/8 Jan 25 104:06 104:06 – 2 0.31 Nov 23 ci 99:10 99:11 .... 0.23 Feb 34 ci 81:03 81:20 — 25 1.57 May 48 bp 57:11 57:22 — 63 2.03
Mar 18 '21 0.03 0.02 -0.04 0.02 0 /8
13/4
Apr 22 100:02 100:02 + 1 0.06
21/2 Jan 25 108:21 108:22 – 2 0.30
3 May 42 121:22 121:24 – 74 1.77
Nov 23 np 99:10 99:11 .... 0.23 May 34 ci 80:20 81:04 — 29 1.58 Aug 48 ci 56:21 57:05 — 62 2.04
Apr 22 102:02 102:02 .... 0.06 23/4 Aug 42 117:02 117:04 – 73 1.79
Mar 23 '21 0.03 0.02 -0.03 0.02 17/8 Apr 22 102:07 102:07 .... 0.05 2 Feb 25 106:23 106:24 – 2 0.31 23/4 Nov 42 117:01 117:03 – 73 1.80 Feb 24 ci 99:11 99:16 + 1 0.16 Aug 34 ci 80:05 80:22 — 28 1.59 Aug 48 bp 57:05 57:13 — 63 2.03
Mar 25 '21 0.03 0.02 -0.03 0.02 13/4 May 22 102:04 102:04 .... 0.06 75/8 Feb 25 129:06 129:07 – 7 0.30 31/8 Feb 43 124:02 124:04 – 77 1.79 Feb 24 np 99:12 99:19 .... 0.13 Nov 34 ci 79:20 80:05 — 32 1.61 Nov 48 ci 56:08 56:31 — 62 2.04
Mar 30 '21 0.03 0.02 -0.04 0.02 21/8 May 22 102:19 102:19 .... 0.07 11/8 Feb 25 103:06 103:07 – 2 0.33 27/8 May 43 119:13 119:15 – 74 1.81 Feb 24 np 99:06 99:08 .... 0.25 Feb 35 ci 79:05 79:19 — 32 1.63 Nov 48 bp 57:04 57:08 — 62 2.02
Apr 01 '21 0.03 0.02 -0.03 0.02 01/8 May 22 100:02 100:03 + 2 0.06 23/4 Feb 25 109:25 109:26 – 2 0.31 35/8 Aug 43 133:20 133:22 – 80 1.80 Feb 24 ci 99:10 99:12 .... 0.21 May 35 ci 78:20 79:02 — 35 1.65 Feb 49 ci 56:02 56:17 — 62 2.05
Apr 06 '21 0.03 0.02 .... 0.02 13/4 May 22 102:06 102:06 .... 0.06 01/2 Mar 25 100:21 100:21 – 2 0.34 33/4 Nov 43 136:04 136:06 – 83 1.80 Feb 24 np 99:11 99:12 .... 0.20 Aug 35 ci 78:06 78:19 — 33 1.66 Feb 49 bp 56:21 56:25 — 62 2.03
Apr 08 '21 0.02 0.01 -0.05 0.01 13/8
7 May 22 102:11 102:12 + 1 0.06 25/8 Mar 25 109:13 109:13 – 3 0.33 35/8 Feb 44 133:27 133:29 – 83 1.82 May 24 ci 99:05 99:10 — 1 0.21 Nov 35 ci 77:20 78:02 — 35 1.69 May 49 ci 55:27 56:10 — 61 2.04
03/8 Apr 25 100:03 100:03 – 2 0.35 May 24 np 99:09 99:12 .... 0.19
Apr 15 '21 0.03 0.02 -0.04 0.02 11/4 Jun 22 102:08 102:08 .... 0.07
27/8 Apr 25 110:19 110:19 – 3 0.34
33/8 May 44 129:03 129:05 – 82 1.83
May 24 ci 98:28 98:29 — 1 0.33
Feb 36 ci 77:06 77:23 — 35 1.69 May 49 bp 56:12 56:16 — 64 2.03
Apr 22 '21 0.03 0.02 -0.03 0.02 13//84 0 Jun 22
Jun 22
100:02
102:10
100:02
102:11
+
+
1
1
0.07
0.07 21/8 May 25 107:16 107:17 – 2 0.35
31/8
3
Aug 44
Nov 44
124:10
121:30
124:12
122:00
– 82
– 80
1.84
1.85 May 24 np 99:07 99:08 .... 0.23
Feb 36 bp 79:21 79:26 — 41 1.51 Aug 49 ci 55:15 56:08 — 60 2.03
May 36 ci 76:23 77:07 — 36 1.70 Aug 49 bp 56:00 56:04 — 61 2.04
Apr 29 '21 0.03 0.02 -0.04 0.02 21/8 Jun 22 102:27 102:27 .... 0.07 01/4 May 25 99:16 99:16 – 2 0.37 21/2 Feb 45 112:02 112:04 – 77 1.87 Aug 24 ci 98:30 99:04 — 1 0.25 Aug 36 ci 76:02 76:19 — 43 1.73 Nov 49 ci 55:15 56:08 — 59 2.01
May 06 '21 0.03 0.02 -0.04 0.02 13/4 Jul 22 102:13 102:13 + 1 0.07 27/8 May 25 110:24 110:24 – 3 0.36 3 May 45 122:03 122:05 – 82 1.86 Aug 24 np 99:03 99:09 + 1 0.21 Nov 36 ci 75:23 76:08 — 37 1.73 Nov 49 bp 55:23 55:28 — 61 2.04
May 13 '21 0.04 0.03 -0.04 0.03 01/8 Jul 22 100:02 100:02 + 1 0.07 01/4 Jun 25 99:14 99:14 – 2 0.38 27/8 Aug 45 119:20 119:22 – 82 1.87 Aug 24 ci 98:21 98:22 — 1 0.37 Feb 37 ci 75:06 75:22 — 39 1.75 Feb 50 ci 55:04 55:25 — 65 2.02
May 20 '21 0.04 0.03 -0.04 0.03 17/8 Jul 22 102:21 102:21 .... 0.07 23/4 Jun 25 110:11 110:11 – 4 0.37 3 Nov 45 122:10 122:12 – 84 1.87 Aug 24 np 99:02 99:04 .... 0.25 Feb 37 bp 77:23 77:29 — 44 1.57 Feb 50 bp 55:14 55:18 — 61 2.04
May 27 '21 0.04 0.03 -0.04 0.03 2 Jul 22 102:26 102:27 .... 0.07 01/4 Jul 25 99:11 99:12 – 2 0.39 21/2 Feb 46 112:01 112:03 – 80 1.89 Nov 24 ci 98:23 98:29 — 1 0.29
1 27/8 Jul 25 111:01 111:02 – 3 0.38 May 37 ci 74:22 75:06 — 38 1.76 May 50 ci 54:31 55:21 — 57 2.01
Jun 03 '21 0.05 0.04 -0.04 0.04 15/2 Aug 22 102:05 102:05 .... 0.07
2 Aug 25 107:07 107:08 – 3 0.38
21/2 May 46 111:29 111:31 – 80 1.90 Nov 24 bp 98:31 99:05 — 1 0.23 May 37 bp 77:09 77:14 — 44 1.58 May 50 bp 55:06 55:10 — 60 2.03
Jun 10 '21 0.04 0.03 -0.04 0.03 11/8 Aug 22 102:11 102:11 .... 0.07
67/8 Aug 25 129:02 129:03 – 6 0.38
21/4 Aug 46 106:24 106:26 – 83 1.91 Nov 24 np 98:25 99:03 .... 0.24 Aug 37 ci 74:05 74:21 — 39 1.78 Aug 50 ci 54:22 55:07 — 61 2.02
Jun 17 '21 0.05 0.04 -0.03 0.04 01/8
7 /4 Aug 22 110:29 110:30 – 3 0.05 27/8 Nov 46 119:23 119:25 – 90 1.90 Nov 24 np 98:29 98:30 .... 0.28 Nov 37 ci 73:22 74:05 — 41 1.79 Aug 50 bp 54:27 54:31 — 61 2.04
Aug 22 100:02 100:02 + 1 0.07 01/4 Aug 25 99:10 99:10 – 3 0.40 3 Feb 47 122:17 122:19 – 92 1.90 Nov 24 ci 98:13 98:15 — 1 0.41
Jun 24 '21 0.05 0.04 -0.03 0.04 15/8 23/4 Aug 25 110:19 110:19 – 4 0.40 Feb 38 ci 73:07 73:23 — 41 1.80 Nov 50 ci 54:13 55:00 — 58 2.02
Aug 22 102:12 102:13 + 1 0.08 3 May 47 122:21 122:23 – 91 1.90 Feb 25 ci 98:14 98:20 — 2 0.34 Feb 38 bp 75:26 76:00 — 47 1.62 Nov 50 bp 54:16 54:21 — 61 2.04
Jul 01 '21 0.05 0.04 -0.03 0.04 17/8 Aug 22 102:25 102:26 + 1 0.07 01/4 Sep 25 99:07 99:08 – 2 0.41 23/4 Aug 47 117:11 117:13 – 89 1.91
3 Sep 25 111:28 111:29 – 4 0.41 Feb 25 bp 98:21 98:27 — 2 0.29 May 38 ci 72:23 73:07 — 41 1.81
Jul 08 '21 0.05 0.04 -0.03 0.04 11/2
Jul 15 '21 0.04 0.03 -0.04 0.03 01/8
Sep 22
Sep 22
102:08
100:02
102:09
100:02
+
+
1
1
0.08
0.08 01/4 Oct 25 99:05 99:05 – 3 0.43 23/4
3
Nov 47
Feb 48
117:12
122:28
117:14
122:30
– 91
– 94
1.91
1.91
Feb 25
Feb 25
np
ci
98:18
98:13
98:29
98:17
—
—
1
1
0.28
0.37
May 38 bp 75:10 75:15 — 48 1.64 INFLATION-INDEXED
3 Oct 25 112:01 112:01 – 5 0.42 Aug 38 ci 72:08 72:25 — 42 1.82
Jul 22 '21 0.05 0.04 -0.03 0.04 137/4 Sep 22 102:23 102:24 + 1 0.07
21/4 Nov 25 108:19 108:20 – 4 0.42 31/8 May 48 125:21 125:23 – 96 1.91 Feb 25 np 98:22 98:24 — 1 0.31 Nov 38 ci 71:26 72:11 — 43 1.83 TREASURY SECURITIES
Jul 29 '21 0.05 0.04 -0.04 0.04 13/8 Sep 22 102:30 102:30 .... 0.08
03/8 Nov 25 99:22 99:22 – 4 0.44 3 Aug 48 123:02 123:04 – 95 1.91 May 25 ci 98:06 98:12 — 3 0.38 Feb 39 ci 71:13 71:29 — 42 1.84
Aug 05 '21 0.05 0.04 .... 0.04 1 /8
01/8
Oct 22
Oct 22
102:05
100:02
102:05
100:02 +
....
1
0.09
0.08 27/8 Nov 25 111:19 111:20 – 4 0.43 33/8 Nov 48 131:18 131:20 –100 1.90 May 25 np 98:13 98:20 — 1 0.33 Feb 39 bp 73:27 74:00 — 49 1.68 Accr.
Aug 12 '21 0.04 0.03 -0.03 0.03 17/8 03/8 Dec 25 99:20 99:21 – 2 0.45 3 Feb 49 123:09 123:11 – 98 1.92 May 25 ci 98:08 98:09 — 3 0.40
Oct 22 103:02 103:03 + 1 0.08 27/8 May 49 120:20 120:22 – 97 1.92 May 39 ci 70:31 71:15 — 44 1.85 Rate Mat. Bid/Asked Chg. *Yld Prin.
Sep 09 '21 0.06 0.05 -0.03 0.05 25/8 Dec 25 110:17 110:17 – 4 0.44 May 25 np 98:14 98:16 — 1 0.35 May 39 bp 73:10 73:15 — 51 1.70
2 Oct 22 103:09 103:10 + 1 0.08 03/8 Jan 26 99:18 99:19 – 3 0.46 21/4 Aug 49 106:20 106:22 – 90 1.94 Aug 25 ci 97:27 98:02 — 3 0.43
Oct 07 '21 0.06 0.05 -0.03 0.05 15/8 Nov 22 102:22 102:23 + 1 0.08 23/8 Nov 49 109:14 109:16 – 94 1.94 Aug 39 ci 70:15 71:00 — 49 1.86 0.125 04/21 100-27/29 + 3 -4.790 1098
25/8 Jan 26 110:20 110:20 – 6 0.46 Aug 25 bp 98:02 98:10 — 3 0.38 Aug 39 bp 72:26 72:31 — 53 1.71 0.625 07/21 101-27/29 + 3 -3.694 1154
Nov 04 '21 0.06 0.05 -0.03 0.05 75/8 Nov 22 113:10 113:11 – 3 0.06 15/8 Feb 26 105:20 105:21 – 6 0.48 2 Feb 50 100:31 101:01 – 88 1.95 Aug 25 np 98:03 98:14 — 2 0.35
Dec 02 '21 0.06 0.05 -0.03 0.05 01/8 Nov 22 100:02 100:02 + 1 0.09 11/4 May 50 83:25 83:27 – 77 1.98 Nov 39 ci 70:00 70:17 — 46 1.87 0.125 01/22 102-08/10 + 6 -2.295 1149
2 Nov 22 103:14 103:14 .... 0.09 6 Feb 26 127:12 127:13 – 9 0.47 Aug 25 ci 98:05 98:06 — 3 0.40 Nov 39 bp 72:09 72:13 — 52 1.73
Dec 30 '21 0.06 0.05 -0.03 0.05 21/2 Feb 26 110:01 110:01 – 7 0.49 13/8 Aug 50 86:18 86:20 – 82 1.98 Aug 25 np 98:04 98:06 — 2 0.40 0.125 04/22 102-22/24 + 3 -2.173 1070
Jan 27 '22 0.07 0.06 -0.03 0.06 10/8
5 Dec 22 102:26 102:27 + 1 0.09 15/8 Nov 50 92:05 92:07 – 86 1.97 Feb 40 ci 69:15 70:01 — 47 1.88
0 /0 Dec 22 100:02 100:02 + 1 0.09 21/4 Mar 26 108:27 108:28 – 6 0.50 Nov 25 ci 97:17 97:24 — 3 0.48 Feb 40 bp 71:22 71:27 — 53 1.75 0.125 07/22 103-24/26 + 4 -2.466 1131
21/8 Dec 22 103:27 103:27 .... 0.09 23/8 Apr 26 109:18 109:19 – 6 0.51 Nov 25 np 97:27 98:03 — 2 0.41 May 40 bp 71:02 71:10 — 51 1.76 0.125 01/23 104-16/18 + 4 -2.172 1127
US NOTES AND 11/2
01/8
Jan 23
Jan 23
102:23
100:02
102:23
100:02
+
+
1
1
0.09
0.09
15/8
21/8
May 26
May 26
105:22
108:10
105:22
108:11
–
–
7
7
0.53
0.53 US ZERO-COUPONS Nov 25
Feb 26
ci
ci
97:16
97:05
97:20
97:12
—
—
3
4
0.50
0.53
May 40 ci 69:00 69:18 — 49 1.89 0.625 04/23 105-31/01 + 2 -2.060 1047
BONDS 13/4 Jan 23 103:08 103:09 + 1 0.09
17/8
17/8
Jun 26
Jul 26
107:02
107:02
107:02
107:03
–
–
7
7
0.54
0.56 Wkly Ask. Feb 26
Feb 26
bp
np
97:15
97:15
97:22
97:25
—
—
4
3
0.46
0.45
May 40
Aug 40
bp
ci
70:18
68:17
70:25
69:04
—
—
49
50
1.80
1.90
0.375
0.625
07/23
01/24
106-18/20
108-05/07 + 1
... -2.258
-2.080
1118
1115
23/8 Jan 23 104:16 104:16 .... 0.09 11/2 Aug 26 105:01 105:01 – 7 0.57 Maturity Type Bid Asked Chg. Yld. Aug 40 bp 70:15 70:23 — 53 1.78 0.500 04/24 108-03/05 + 3 -1.939 1031
Wkly Ask 13/8 Feb 23 102:18 102:18 .... 0.10 Feb 21 ci 100:00 100:00 .... 0.00 May 26 ci 96:24 97:01 — 5 0.57 Aug 40 bp 70:03 70:10 — 48 1.81
Rate Mo/Yr Bid Asked Chg Yld. 63/4 Aug 26 133:20 133:21 – 11 0.55 May 26 np 97:06 97:13 — 3 0.50 0.125 07/24 107-32/02 + 2 -2.122 1096
2 Feb 23 103:26 103:27 + 1 0.10 13/8 Aug 26 104:11 104:11 – 8 0.58 Feb 21 bp 100:00 100:00 .... 0.00 Nov 40 ci 68:03 68:22 — 50 1.91
1/8 May 26 ci 96:23 96:29 — 3 0.59 0.125 10/24 108-05/07 + 1 -2.017 1014
21/4 Feb 21 100:02 100:02 – 1 -1.43 7 1/2
Feb 23 114:06 114:07 – 3 0.08 15/8 Sep 26 105:22 105:23 – 7 0.59 Feb 21 np 100:00 100:00 .... 0.00 Aug 26 ci 96:10 96:20 — 5 0.62
Nov 40 bp 70:02 70:07 — 55 1.80
35/8 Feb 21 100:02 100:03 – 1 -1.28 1 5
Feb 23 102:27 102:28 + 1 0.10 15/8 Oct 26 105:22 105:23 – 8 0.61 Feb 21 np 100:00 100:00 .... 0.01 Aug 26 bp 96:24 97:00 — 5 0.55
Nov 40 bp 69:20 69:26 — 50 1.83 0.250 01/25 108-31/01 + 2 -1.946 1098
7 /8 Feb 21 100:06 100:07 – 4 -3.07 01//82
7 2 Feb 23
Mar 23
105:05
100:26
105:06
100:26
....
....
0.10
0.10
2 Nov 26 107:27 107:27 – 9 0.61 Feb 21 ci 100:00 100:00 .... 0.04
Aug 26 np 96:23 97:02 — 4 0.54 Feb 41 ci 67:20 68:07 — 52 1.92 2.375 01/25 117-25/27 + 2 -1.967 1380
11/8 Feb 21 100:02 100:03 + 1 -0.43 11/2 61/2 Nov 26 133:14 133:14 – 12 0.59 Feb 21 np 100:00 100:00 .... 0.04
Aug 26 ci 96:08 96:08 — 3 0.69 Feb 41 bp 69:26 69:31 — 56 1.79 0.125 04/25 108-22/25 + 3 -1.884 1007
2 Feb 21 100:04 100:04 – 1 -0.40 21/2 Mar 23 102:31 102:31 .... 0.10 15/8 Nov 26 105:23 105:23 – 8 0.62 May 21 ci 100:00 100:00 .... 0.00 May 41 ci 67:06 67:26 — 52 1.93
Mar 23 105:03 105:04 .... 0.10 Nov 26 ci 95:28 96:05 — 5 0.68 0.375 07/25 110-27/30 ... -1.972 1097
21/2 Feb 21 100:05 100:05 – 1 -0.46 01/4 13/4 Dec 26 106:15 106:15 – 8 0.63 May 21 bp 99:31 100:00 .... 0.00 May 41 bp 69:07 69:12 — 56 1.81
23/8 Mar 21 100:07 100:08 – 1 -0.21 15/8 Apr 23 100:09 100:10 + 1 0.11 11/2 Jan 27 104:31 105:00 – 8 0.65 May 21 np 99:31 100:00 .... 0.00 Nov 26 bp 96:11 96:19 — 6 0.60 Aug 41 ci 66:27 67:14 — 53 1.93 0.125 10/25 109-26/29 + 5 -1.890 1003
11/4 Mar 21 100:06 100:06 .... -0.14 23/4 Apr 23 103:11 103:11 .... 0.11 21/4 Feb 27 109:14 109:14 – 9 0.65 May 21 np 99:31 100:00 .... 0.00 Nov 26 np 96:11 96:22 — 5 0.59 Aug 41 bp 68:20 68:25 — 56 1.83 0.625 01/26 112-18/22 + 2 -1.818 1095
21/4 Mar 21 100:10 100:11 .... -0.15 Apr 23 105:27 105:27 – 1 0.11 65/8 Feb 27 135:14 135:15 – 12 0.61 May 21 ci 99:31 100:00 .... 0.04 Nov 26 ci 95:26 96:01 — 5 0.70 2.000 01/26 119-26/29 – 1 -1.836 1311
1 Nov 41 ci 66:15 67:01 — 53 1.93
23/8 Apr 21 100:14 100:14 – 1 -0.12 03/8 May 23 100:00 100:01 + 1 0.11 11/8 Feb 27 102:23 102:23 – 9 0.66 Aug 21 ci 99:31 100:00 + 1 0.00 Feb 27 ci 95:14 95:24 — 6 0.73 Nov 41 bp 68:05 68:10 — 55 1.84 0.125 07/26 110-30/01 – 1 -1.798 1085
13/8 Apr 21 100:10 100:10 .... -0.09 15/4 May 23 103:22 103:22 .... 0.12 05/8 Mar 27 99:21 99:21 – 9 0.68 Aug 21 np 99:30 100:00 .... 0.02 Feb 27 bp 96:03 96:10 — 6 0.62
Feb 42 ci 66:01 66:20 — 53 1.94 0.375 01/27 112-16/19 ... -1.638 1077
21/4 Apr 21 100:16 100:17 .... -0.09 13/8 May 23 103:14 103:15 .... 0.12 01/2 Apr 27 98:25 98:26 – 8 0.70 Aug 21 bp 99:30 100:00 + 1 0.01 Feb 27 np 95:31 96:09 — 6 0.63
Feb 42 bp 67:29 68:01 — 54 1.84
25/8 May 21 100:22 100:23 .... -0.06 21/4 May 23 106:01 106:02 .... 0.12 23/8 May 27 110:11 110:11 – 11 0.68 Aug 21 np 99:30 100:00 .... 0.02 May 27 ci 95:00 95:10 — 7 0.77 2.375 01/27 125-03/06 – 3 -1.648 1290
May 42 ci 65:18 66:06 — 54 1.95
31/8 May 21 100:26 100:27 – 1 -0.06 03/4 Jun 23 100:09 100:10 + 1 0.12 01/2 May 27 98:21 98:22 – 9 0.71 Aug 21 ci 99:31 99:31 — 1 0.05 May 27 np 95:20 95:27 — 7 0.68
May 42 bp 67:08 67:13 — 55 1.86
0.375 07/27 113-13/16 ... -1.607 1064
81/8 May 21 102:05 102:06 – 4 -0.09 15/8 Jun 23 102:31 103:00 + 1 0.12 01/2 Jun 27 98:18 98:19 – 9 0.73 Aug 21 np 99:31 99:31 .... 0.04 Aug 27 ci 94:16 94:26 — 8 0.82
Aug 42 ci 65:07 65:29 — 52 1.95 0.500 01/28 114-08/11 – 2 -1.457 1055
13/8 May 21 100:13 100:14 .... -0.05 21/8 Jun 23 105:31 105:31 – 1 0.12 03/8 Jul 27 97:21 97:22 – 9 0.74 Aug 21 ci 99:31 99:31 .... 0.04 Aug 27 bp 95:05 95:15 — 8 0.71
Aug 42 bp 66:23 66:28 — 55 1.88 1.750 01/28 123-17/20 – 2 -1.474 1242
2 May 21 100:19 100:20 .... -0.03 01/8 Jul 23 99:31 100:00 + 1 0.13 21/4 Aug 27 109:20 109:20 – 11 0.73 Nov 21 ci 99:30 100:00 .... 0.00 Aug 27 np 95:02 95:14 — 7 0.72
Nov 42 ci 64:27 65:17 — 53 1.95 3.625 04/28 138-10/12 – 6 -1.432 1609
21/8 May 21 100:21 100:21 – 1 -0.06 13/4 Jul 23 102:24 102:25 + 1 0.13 63/8 Aug 27 136:04 136:05 – 13 0.69 Nov 21 bp 99:30 99:31 .... 0.04 Nov 27 ci 94:00 94:11 — 8 0.86
Nov 42 bp 66:07 66:11 — 55 1.89
25/8 Jun 21 100:29 100:30 .... -0.04 21/4 Jul 23 106:15 106:15 – 1 0.13 01/2 Aug 27 98:10 98:11 – 10 0.76 Nov 21 np 99:29 99:31 + 1 0.02 Nov 27 bp 94:22 95:00 — 9 0.76 0.750 07/28 117-06/08 – 4 -1.442 1036
11/8 Jun 21 100:14 100:14 .... -0.01 01/8 Aug 23 99:31 99:31 + 1 0.13 01/2 Oct 27 98:02 98:03 – 11 0.79 Nov 27 np 94:19 94:31 — 7 0.76 Feb 43 ci 64:13 65:06 — 53 1.95 0.875 01/29 118-06/10 ... -1.306 1030
Nov 21 ci 99:31 100:00 .... 0.01 Feb 43 bp 65:28 66:00 — 54 1.90
15/8 Jun 21 100:20 100:21 + 1 -0.03 21/2 Aug 23 105:30 105:31 – 1 0.13 21/4 Nov 27 109:22 109:22 – 11 0.78 Nov 21 np 99:30 99:30 + 1 0.07 Feb 28 ci 93:18 93:29 — 9 0.90 2.500 01/29 131-29/00 – 2 -1.314 1212
21/8 Jun 21 100:26 100:27 .... -0.01 63/4 Aug 23 115:15 115:15 – 3 0.10 61/8 Nov 27 135:15 135:16 – 14 0.74 Nov 21 np 99:30 99:31 .... 0.05 Feb 28 np 94:05 94:15 — 9 0.81 May 43 ci 64:01 64:23 — 54 1.96
3.875 04/29 144-24/28 + 2 -1.303 1583
25/8 Jul 21 101:04 101:04 – 1 0.00 13/8 Aug 23 103:05 103:05 .... 0.13 05/8 Nov 27 98:25 98:26 – 11 0.80 Feb 22 ci 99:30 100:00 + 1 0.00 May 28 ci 93:02 93:12 — 10 0.94 May 43 bp 65:12 65:17 — 55 1.91
11/8 Jul 21 100:17 100:17 .... 0.00 21/4 Aug 23 106:21 106:21 – 1 0.13 05/8 Dec 27 98:22 98:23 – 11 0.82 Aug 43 ci 63:19 64:09 — 55 1.97 0.250 07/29 113-26/28 + 3 -1.303 1017
Feb 22 np 99:28 99:31 + 1 0.04 May 28 np 93:18 94:03 — 10 0.84
13/4 Jul 21 100:26 100:27 .... 0.00 03/8 Sep 23 99:30 99:31 + 1 0.14 03/4 Jan 28 99:14 99:15 .... 0.83 Feb 22 np 99:28 99:31 .... 0.04 Aug 28 ci 92:15 92:26 — 12 0.99 Aug 43 bp 64:31 65:03 — 55 1.91 0.125 01/30 112-02/06 + 4 -1.164 1011
21/4 Jul 21 101:02 101:02 – 1 -0.01 17/8 Sep 23 103:08 103:08 .... 0.14 23/4 Feb 28 113:05 113:06 – 13 0.81
Feb 22 ci 99:31 100:00 + 1 0.01 Aug 28 bp 93:06 93:17 — 13 0.89 Nov 43 ci 63:06 63:28 — 55 1.98 0.125 07/30 112-17/20 + 3 -1.140 1015
21/8 Aug 21 101:03 101:03 .... 0.00 21/8 Sep 23 107:06 107:07 .... 0.14 27/8 May 28 114:06 114:07 – 15 0.85
Feb 22 np 100:00 100:00 .... 0.00 Aug 28 np 93:02 93:20 — 11 0.88 Nov 43 bp 64:16 64:20 — 56 1.93 0.125 01/31 112-02/08 n.a. -1.041 999
23/4 Aug 21 101:13 101:13 – 1 0.01 05/8 Oct 23 99:29 99:30 + 1 0.15 27/8 Aug 28 114:12 114:13 – 17 0.89
Feb 22 np 99:29 99:30 .... 0.06 Nov 28 ci 91:31 92:10 — 12 1.03 Feb 44 ci 62:26 63:17 — 57 1.98 3.375 04/32 152-08/13 – 10 -1.035 1466
81/8 Aug 21 104:06 104:07 – 3 0.00 17/8 Oct 23 104:01 104:01 .... 0.14 51/2 Aug 28 133:22 133:23 – 19 0.86 Nov 28 bp 92:25 93:04 — 12 0.92 Feb 44 bp 64:00 64:04 — 57 1.94
11/8 Aug 21 100:19 100:20 + 1 0.01 21/8 Oct 23 107:13 107:14 .... 0.14 31/8 Nov 28 116:14 116:15 – 18 0.92 May 22 ci 99:29 99:31 + 1 0.02 May 44 ci 62:13 63:04 — 56 1.99 2.125 02/40 152-16/21 – 46 -0.508 1204
11/2 Aug 21 100:26 100:26 .... 0.01 03/4 Nov 23 100:08 100:08 .... 0.15 51/4 Nov 28 132:21 132:22 – 19 0.89 May 22 np 99:27 99:30 .... 0.05 Nov 28 np 92:22 93:01 — 13 0.93 2.125 02/41 154-20/25 – 42 -0.479 1188
May 22 np 99:26 99:30 .... 0.06 Feb 29 ci 91:13 91:25 — 12 1.07 May 44 bp 63:19 63:23 — 56 1.95
2 Aug 21 101:03 101:03 .... 0.02 2 /4 Nov 23 107:06 107:07 .... 0.14 25/8 Feb 29 112:26 112:27 – 19 0.96
Feb 29 bp 92:08 92:20 — 14 0.96 Aug 44 ci 61:30 62:26 — 57 1.99 0.750 02/42 125-06/12 – 36 -0.405 1151
23/4 Sep 21 101:20 101:20 – 1 0.01 21/8 Nov 23 105:17 105:18 .... 0.14 51/4 Feb 29 133:11 133:12 – 20 0.92 May 22 ci 99:30 99:30 + 1 0.04
May 22 np 99:31 99:31 .... 0.02 Feb 29 np 92:11 92:12 — 15 0.99 Aug 44 bp 63:03 63:07 — 60 1.96 0.625 02/43 122-13/18 – 40 -0.359 1132
11/8 Sep 21 100:22 100:23 + 1 0.01 27/8 Nov 23 107:19 107:19 – 1 0.16 23/8 May 29 110:30 110:31 – 20 0.99 Nov 44 ci 61:17 62:13 — 55 1.99
11/2 Sep 21 100:30 100:30 .... 0.01 01/8 Dec 23 99:28 99:28 + 1 0.17 15/8 Aug 29 104:30 104:31 – 19 1.02 May 22 np 99:28 99:29 .... 0.07 May 29 ci 90:29 91:10 — 15 1.10 1.375 02/44 141-08/13 – 51 -0.351 1116
Aug 22 ci 99:27 99:30 .... 0.04 May 29 np 91:23 92:03 — 15 1.00 Nov 44 bp 62:21 62:26 — 59 1.97 0.750 02/45 126-14/19 – 47 -0.315 1105
21/8 Sep 21 101:11 101:11 .... 0.01 21/4 Dec 23 106:00 106:00 .... 0.16 61/8 Aug 29 142:07 142:08 – 24 0.95 Feb 45 ci 61:07 61:31 — 56 2.00
27/8 Oct 21 101:30 101:30 – 1 0.02 25/8 Dec 23 107:02 107:03 .... 0.16 13/4 Nov 29 105:30 105:31 – 21 1.04 Aug 22 bp 99:27 99:30 + 1 0.04 Aug 29 ci 90:12 90:24 — 15 1.14 1.000 02/46 133-05/10 – 56 -0.284 1098
11/4 Oct 21 100:28 100:28 .... 0.03 01/8 Jan 24 99:27 99:27 + 1 0.17 11/2 Feb 30 103:18 103:19 – 21 1.08 Aug 22 np 99:26 99:29 .... 0.05 Aug 29 bp 91:17 91:29 — 16 0.99 Feb 45 bp 62:08 62:13 — 59 1.97
Aug 29 np 91:17 91:18 — 21 1.04 May 45 ci 60:26 61:21 — 58 2.00 0.875 02/47 130-32/05 – 56 -0.279 1078
11/2 Oct 21 101:02 101:02 .... 0.02 21/2 Jan 24 106:28 106:29 .... 0.18 05/8 May 30 95:19 95:20 – 21 1.12 Aug 22 ci 99:27 99:28 .... 0.08
2 Oct 21 101:13 101:13 .... 0.04 23/4 Feb 24 107:24 107:25 .... 0.17 61/4 May 30 146:01 146:02 – 28 1.02 Aug 22 np 99:29 99:29 + 1 0.06 Nov 29 ci 89:29 90:09 — 17 1.17 May 45 bp 61:29 62:02 — 60 1.98 1.000 02/48 135-14/19 – 61 -0.269 1055
2 Nov 21 101:16 101:16 .... 0.03 21/8 Feb 24 105:28 105:29 .... 0.19 05/8 Aug 30 95:09 95:10 – 21 1.15 Aug 22 np 99:27 99:28 + 1 0.09 Nov 29 np 91:02 91:06 — 19 1.05 Aug 45 ci 60:14 61:10 — 57 2.01 1.000 02/49 136-10/15 – 63 -0.255 1034
27/8 Nov 21 102:05 102:05 – 1 0.04 23/8 Feb 24 106:21 106:21 .... 0.19 07/8 Nov 30 97:09 97:10 – 23 1.17 Nov 22 ci 99:26 99:29 + 1 0.05 Feb 30 ci 89:07 89:23 — 17 1.21 Aug 45 bp 61:16 61:21 — 60 1.98 0.250 02/50 114-21/26 – 62 -0.242 1012
8 Nov 21 106:02 106:03 – 3 0.03 21/8 Mar 24 106:01 106:01 .... 0.19 53/8 Feb 31 140:10 140:11 – 34 1.11 Nov 22 bp 99:25 99:30 + 1 0.04 Feb 30 np 90:15 90:19 — 19 1.10 Nov 45 ci 60:02 60:31 — 58 2.01 *Yld. to maturity on accrued principal.

MUNI ISSUES
Friday, February 5, 2021
Issue Coupon Maturity Price YTM Issue Coupon Maturity Price YTM Issue Coupon Maturity Price YTM Issue Coupon Maturity Price YTM
California (State) various purpose gener 5.000 11-01-43 112 0.62 Hospital Refunding Revenue Bonds, Series 4.000 08-15-47 1132/3 1.78 Metro Transp Auth NY transp rev bonds Se 5.000 11-15-43 1084/5 1.75 South Carolina Public Service Auth reven 5.500 12-01-53 1123/4 0.92
California St Pub Wks lease revenue Seri 5.000 11-01-38 1121/8 0.54 HospitalRevenueAndRevenueRefundingB 4.000 04-15-43 1112/3 2.25 Metro Transp Auth NY transp rev Ser 2013 5.000 11-15-38 1087/8 1.72 South Carolina Public Service Auth reven 5.000 12-01-48 1111/2 0.86
Consolidated Bds, One Hundrd Ninety-Thir 4.000 10-15-45 1103/4 1.62 HospitalRevenueAndRevenueRefundingB 4.000 04-15-48 1104/5 2.36 N.Y. University Revenue Bonds Series 201 4.000 07-01-45 1181/3 1.66 SystemRevenueandRefundingBonds,Seri 4.000 01-01-43 1142/3 1.75
Grand Parkway Transp TX subordinate tier 5.000 04-01-53 1125/6 0.16 Hospital Revenue Bonds 4.000 10-01-49 1113/4 2.41 Nebraska Health Facilities Revenue Bonds 3.000 05-15-46 1045/9 2.09 The City Of New York GO Bonds, Fiscal 20 4.000 03-01-39 108 /2 1 1.18
Health Facilities Revenue Bonds 4.000 11-15-45 1078/9 1.83 Hospital Revenue Bonds Series 2021 3.000 08-15-53 1051/4 2.39 Revenue&RevenueRefundingBonds,Serie 4.000 04-01-45 108 1.99 TheNewSchoolRevenueBondsSeries2016 4.000 07-01-43 1098/9 2.21
Health System Rev Bds Srs 2016A and 2016 4.000 11-01-51 109 1.99 Hospital Revenue Bonds, Series 2019A 4.000 01-01-46 1165/7 1.73 Revenue Bonds, Series 2016A 3.000 10-01-41 1062/3 1.76 Transportation Program Bonds, Series 201 4.250 06-15-44 1075/9 1.92
HospRevImprovementBds(W.VaUnivHeal 4.000 06-01-51 113 2.09 Hospital Revenue Refunding Bonds, Series 4.000 11-15-46 1111/2 1.90 Revenue Bonds, Series 2016A 3.000 10-01-47 1051/2 1.97 WaterandSewerSystemRevenueBonds,Ser 3.500 10-01-47 109 /4 3 1.94
Hospital Facilities Rev Ref Bds (Sentara 4.000 11-01-48 115 1.92 Lease Revenue Bonds, Series 2018A 4.000 12-01-48 1161/2 1.75 Revenue Bonds, Series 2017 4.000 08-15-47 114 1.72 WaterandSewerSystemSecondGeneralRe 4.000 06-15-49 1151/4 1.79
Hospital Facilities Revenue Bonds, Serie 4.000 05-15-47 1131/3 2.03 Los Angeles County Museum Of Natural His 3.000 07-01-50 1065/7 2.21 Revenue Bonds, Series 2017 4.000 08-15-48 1125/6 2.04 Obligations issued by a state or municipality whose interest payments are
Hospital Facs Rev Ref & Improve Bonds, S 4.000 11-01-44 108 1.80 McCormick Place Expansion Project Refund 4.000 06-15-50 1091/3 17.81 School Facilities Construction Refunding 4.000 06-15-49 1131/2 2.32 exempt from Federal, and possibly from local taxation as well. n-new issue.
Memorial Sloan- Kettering Cancer Center 4.000 07-01-47 1133/4 1.73 Second Indenture Revenue Bonds Fiscal 20 4.000 02-15-44 1123/7 1.82 Source The Bond Buyer.
February 8, 2021 BARRON’S M27

Complete FOREIGN EXCHANGE LIST: Page M38 Foreign Markets Key Cross Rates $1=€0.8299, ¥105.38, £0.7281

Europe GLOBAL STOCK MARKETS Asia

Unity: Former head of Europe’s central bank, In Local Currencies 1
In U.S. Dollars Better: Anticipating Covid recovery, Japan added
Mario Draghi, will form a government in Italy. Week's Week's a reflationist to the Bank of Japan’s board.
Index % Chg. 2/05 52-wk Range % Chg. 2/05 52-wk Range
S&P Europe BMI 3.61% The World 4.4 2081.3 2081.3– 1251.5 4.2 2773.4 2773.4– 1602.1 S&P Pan Asia BMI 4.62%
E.A.F.E.2 3.5 1209.4 1219.1– 842.4 2.7 2182.2 2215.1– 1354.3
Italy 6.78 Australia 3.5 1342.7 1434.7– 910.3 3.4 918.3 930.5– 467.9 India 7.51
Austria 5.7 536.1 553.7– 273.9 4.7 1218.0 1233.7– 560.7
Spain 5.87 Belgium 6.2 952.5 1118.3– 644.9 5.2 1419.7 1508.5– 867.7 Philippines 6.19
Canada 4.6 2260.6 2271.5– 1430.3 4.6 1913.6 1928.1– 1063.8
Netherlands 4.89 Denmark 3.8 12426.7 12595.0– 7757.5 2.7 15073.5 15560.8– 8380.3 China 5.11
Finland –0.4 781.1 811.8– 492.2 –1.4 623.1 651.1– 353.7
France 4.87 France 4.8 2061.1 2210.8– 1356.1 3.7 2095.0 2146.3– 1241.8 Singapore 4.82
Germany 4.1 1042.9 1048.0– 639.1 3.1 2346.2 2373.4– 1295.2
Germany 4.09 Greece 4.4 37.9 60.1– 29.7 3.3 16.9 24.2– 11.9 Indonesia 4.77
Hong Kong 3.2 17840.5 18334.3– 12302.7 3.2 12779.4 13134.0– 8808.8
Belgium 4.03 Ireland 3.7 258.8 276.9– 152.4 2.7 237.3 258.9– 125.9 South Korea 4.48
Italy 7.0 737.3 835.4– 490.8 5.9 286.2 291.1– 175.6
Denmark 3.93 Japan 4.4 1157.3 1157.3– 754.2 3.7 3956.8 3987.7– 2503.2 Taiwan 4.46
Netherlands 4.3 2310.9 2323.1– 1339.8 3.2 4551.2 4622.1– 2386.2
Norway 3.37 New Zealand –2.2 194.1 206.0– 150.5 –2.4 212.2 226.8– 129.5 Japan 4.40
Norway 2.2 2866.0 3015.9– 2130.0 2.3 2396.5 2437.7– 1377.6
Greece 3.06 Portugal3 –1.0 97.8 113.1– 74.0 –2.0 77.1 86.4– 51.9 Hong Kong 4.04
Singapore 0.1 1529.2 1723.0– 1178.7 –0.5 3524.2 3823.3– 2483.6
Sweden 2.75 Spain 6.1 807.2 974.0– 589.8 5.0 408.4 442.2– 275.0 Australia 3.69
Sweden 2.5 16063.5 16211.6– 10157.6 1.8 9903.2 10004.1– 5094.4
U.K. 1.76 Switzerland 1.6 1425.5 1511.4– 1105.4 0.3 6798.5 7019.7– 4831.4 Thailand 1.98
U.K. 1.1 1816.0 2149.2– 1428.2 1.0 1038.7 1162.2– 683.9
Switzerland 1.76 U.S.A. 4.9 3806.8 3806.8– 2128.1 4.9 3806.8 3806.8– 2128.1 Malaysia 1.09
Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $.
2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100.
Finland 1.12 -0.66 New Zealand
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 02/05/21 % Chg. 02/05/21 % Chg. 12/31/20 12/31/20 12/31/20
Amsterdam AEX 653.24 +2.53 +28.63 +4.58 Mexico City IPC 44145 +2.70 +78.82 +0.18 Americas 431.93 5.16 413.23 18.70 4.53
Brazil 1220.77 5.47 257.08 7.30 260.65 — 3.57 — 1.37
Athens General 764.60 +2.02 –44.39 –5.49 Milan FTSE All Share 24930 +5.95 +727.69 +3.01 Canada 559.54 4.87 556.77 4.88 535.57 21.20 3.96
Chile 310.13 3.78 184.86 3.30 179.61 5.25 2.92
Bangkok SET 1496.61 +2.02 +47.26 +3.26 Moscow RTS 1431.76 +4.69 +44.30 +3.19 Mexico 740.76 2.83 297.19 3.30 299.89 — 2.70 — 0.90
U.S. 41074.00 5.17 41074.00 5.17 39219.62 1854.38 4.73
Bombay Sensex 50731 +9.61 +2980.30 +6.24 Oslo Composite 1080.28 +3.15 +32.69 +3.12 Latin America 255.32 6.00 258.38 — 3.06 — 1.18
Europe 432.28 2.55 427.18 5.10 1.19
Brussels Bel-20 3834.14 +5.81 +212.86 +5.88 Paris CAC 5659.26 +4.82 +107.85 +1.94 Austria 306.74 4.22 306.18 3.16 283.22 22.95 8.10
Belgium 345.94 4.03 345.31 2.97 341.04 4.27 1.25
Santiago Selective 3041.26 +3.75 +183.65 +6.43 Denmark 2433.30 3.93 2463.66 2.92 2493.20 — 29.54 — 1.18
Buenos Aires Merval 51052 +5.79 –173.76 –0.34
Finland 1600.52 1.12 1597.57 0.10 1570.81 26.75 1.70
Sao Paulo Bovespa 120240 +4.50 +1223.02 +1.03 France 423.17 4.87 422.38 3.81 420.20 2.18 0.52
Copenhagen OMX 20 1474.98 +3.91 +9.81 +0.67
Germany 513.81 4.09 512.86 3.04 503.68 9.18 1.82
Seoul Composite 3120.63 +4.85 +247.16 +8.60 Greece 17.75 3.06 19.39 2.01 20.52 — 1.13 — 5.51
Dublin ISEQ 7358.02 +4.41 –18.31 –0.25
Ireland 733.12 3.89 731.76 2.84 734.58 — 2.82 — 0.38
Shanghai Composite 3496.33 +0.38 +23.26 +0.67 Italy 227.86 6.78 227.44 5.69 223.18 4.26 1.91
EURO STOXX SXXE 409.92 +4.62 +12.36 +3.11
Netherlands 840.80 4.89 839.24 3.83 792.39 46.85 5.91
Shenzhen B Share Idx 1072.52 +0.54 –14.20 –1.31 Norway 650.69 3.37 533.07 3.49 515.56 17.52 3.40
EURO STOXX 50 SXSE 3655.77 +5.01 +103.13 +2.90
Portugal 64.08 — 0.14 70.01 — 1.15 72.32 — 2.31 — 3.20
Singapore FTSE STI 2907.11 +0.16 +63.30 +2.23 Russia 2436.31 4.06 259.79 4.94 253.04 6.74 2.67
Frankfurt DAX 14056 +4.64 +337.94 +2.46 Spain 370.89 5.87 370.20 4.79 369.58 0.62 0.17
Stockholm OMXS 809.53 +2.75 +41.15 +5.36 Sweden 1581.99 2.75 1329.58 2.06 1292.17 37.41 2.90
Helsinki OMHX 11238 +1.27 +366.19 +3.37 Switzerland 633.17 1.76 1025.87 0.54 1038.06 — 12.19 — 1.17
STOXX Europe 50 SXSP 3164.51 +2.90 +56.21 +1.81 United Kingdom 264.29 1.76 240.23 1.72 237.05 3.18 1.34
Hong Kong Hang Seng 29288 +3.55 +2057.55 +7.56 South Africa 969.38 4.22 317.73 5.35 294.27 23.46 7.97
STOXX Europe 600 SXXP 409.54 +3.46 +10.51 +2.63 Pacific Region 296.25 4.28 279.81 16.43 5.87
Istanbul IMKB 1527.17 +3.65 +50.45 +3.42 Australia 495.07 3.69 550.45 3.50 532.40 18.06 3.39
Sydney S&P/ASX 200 6840.50 +3.53 +253.40 +3.85
China 693.08 5.11 851.02 5.07 755.42 95.60 12.66
Jakarta Composite 6151.73 +4.94 +172.66 +2.89 Hong Kong 539.69 4.04 539.71 4.06 501.50 38.21 7.62
Taipel Weighted 15802 +4.39 +1069.87 +7.26
India 1419.95 7.51 764.82 7.56 722.88 41.93 5.80
Johannesburg All Share 64289 +2.91 +4880.80 +8.22 Japan 148.48 4.40 175.79 3.64 171.41 4.38 2.55
Tel Aviv 125 Index 1650.62 +0.18 +82.53 +5.26
Malaysia 245.85 1.09 158.09 0.40 163.45 — 5.36 — 3.28
Kuala Lumpur Composite 1578.63 +0.78 –48.57 –2.98 New Zealand 433.40 — 0.66 607.53 — 0.78 620.97 — 13.44 — 2.16
Tokyo Nikkei-225 28779 +4.03 +1335.02 +4.86
Philippines 359.32 6.19 298.22 6.20 303.05 — 4.83 — 1.59
LISBON PSI 3760.67 +0.49 –39.03 –1.03 Singapore 208.90 4.82 254.24 4.39 236.37 17.87 7.56
Toronto S&P/TSX 18135 +4.61 +702.54 +4.03
South Korea 1211.95 4.48 1827.86 4.00 1762.81 65.05 3.69
London FTSE - 100 6489.33 +1.28 +28.81 +0.45 Taiwan 158.41 4.46 184.92 4.59 170.46 14.45 8.48
Vienna ATX 3015.14 +4.41 +234.70 +8.44
Thailand 332.88 1.98 532.00 1.47 514.57 17.43 3.39
Euro Zone 161.33 3.54 158.66 2.67 1.68
Madrid IBEX 35 8214.70 +5.89 +141.00 +1.75 Wellington S&P/NZX 50 13053 –0.56 –37.77 –0.29
Europe Developed (ex U.K.) 581.05 2.81 574.46 6.60 1.15
Europe (Nordic) 1309.28 2.12 1288.10 21.18 1.64
Manila Composite 7019.18 +6.15 –120.53 –1.69 Zurich Swiss 10755 +1.55 +51.96 +0.49
Pacific (ex. Japan) 419.87 4.62 390.05 29.82 7.65
World (ex US) 243.64 3.65 234.84 8.80 3.75
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 333.29 4.48 319.69 13.60 4.26
that of the week of publication. GLOBAL DOW 3624.23 4.79 3488.15 136.08 3.90
s2021 S&P Dow Jones Indices. All Rights Reserved.
M28 BARRON’S February 8, 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.
MdCapVal 17.60 0.73 3.3 20.8 Clipper: Davis Funds A:
A OneChoice2030 13.64
OneChoice2035 17.26
0.32 1.9 29.7
0.48 2.3 32.3 Comeback: Cash came back to equity funds, narrowing the last month’s average weekly
ClipperFd n
Cohen & Steers:
140.63 9.17 6.8 33.0 NYVen A
Davis Funds C & Y:
33.57 2.02 7.7 37.3
AAM: OneChoiceRet 13.70 0.26 1.5 25.8 GlbRltyI 55.24 1.63 1.6 24.8 NYVenY 34.57 2.08 7.7 38.3
B&GIncGroClI 21.05 0.62 1.5 34.9 SDIPB 10.82 0.01 0.8 11.5 outflow to $6.5 billion. Taxable-bond fund inflows rose to an average $17.9 billion, and InstlRlty 44.73 1.71 3.3 40.7 Del Invest Instl:
AB Funds: SmCapVal 9.73 0.71 11.6 38.7 IntlRltyI r 11.99 0.18 -0.2 19.1 CorpBdI 6.45 -0.02 -1.6 24.6
AlBeGblBndFdClZ p 8.63 0.00 -0.5 13.7 Ultra 82.87 4.81 4.4 110.0 muni-bond fund inflows to $3.6 billion. But money-market inflows slipped to $3 billion. PrefSecIncmA 14.36 0.08 0.2 20.6 USGrw 31.98 2.41 4.5 81.8
AllMktRtrn1 8.75 0.31 4.2 7.7 American Century Ins: PrefSecIncmC 14.27 0.08 0.2 18.3 Value 22.23 0.80 2.0 20.0
CapFdInc.LCapGow 84.03 3.53 1.8 86.0 CAIntTf 12.34 0.02 0.7 14.1 Equity Funds Municipal Bond Funds PrefSecIncnI 14.40 0.09 0.3 21.7 Delaware Invest A:
DiscovValFd 21.89 1.46 8.4 18.5 American Century Inv: 7100 3710 RltyIncA p 15.80 0.59 3.0 38.6 Diver Inc p 9.38 -0.01 -0.6 19.5
IntDurInstl 15.74 -0.03 -0.7 17.7 Balanced n 20.71 0.56 2.3 32.7 RltyIncI 16.80 0.63 3.1 39.8 GroInA p 13.32 0.47 2.0 17.2
IntlStraEquPtZ 13.48 0.54 5.6 11.1 CaHYMu n 11.20 0.02 1.2 17.8 RltyShs n 63.05 2.42 3.3 40.0 OppA p 30.02 1.56 5.2 19.2
MuniIncmShares 12.69 0.05 2.8 24.9 CAIntTF n 12.34 0.02 0.8 13.5 2500 3090 Colorado BondShares: SmCpValA p 64.97 4.46 8.7 15.7
SmCapGrwPortZCl 95.48 7.17 13.1 135.2 DiscCoreVal n 38.63 1.68 3.6 35.3 ColoradoBdShs 9.39 NA NA NA SMIDCapGrA p 47.77 4.40 8.0 175.7
AB Funds - A: DivBnd n 11.22 -0.04 -0.8 15.7 Columbia Class A: TotRtA p 16.13 0.41 2.1 16.7
BalWlthStrA p 16.51 0.45 2.3 20.9 EmgMkt nr 16.17 0.87 9.1 33.2 -2100 2470 AcornA t 13.91 1.01 9.6 69.8 TxIntA p 12.58 0.01 1.2 16.9
GlobalBondA p 8.63 -0.01 -0.6 12.6 EqGro n 33.15 1.50 4.3 43.2 AMTTEBd 17.10 0.04 1.3 17.7 TxUSA p 12.40 0.01 1.6 21.2
GrowthA p 105.23 5.11 2.4 87.6 EqInc n 9.09 0.24 0.8 24.2 BalancedA t 49.96 1.77 2.6 40.9 Deutsche DWS:
HighIncomeA p 8.08 0.07 1.2 11.6 FocusDynamGrowth n 58.38 4.72 8.8 158.0 -6700 1850 BldrAggrsv 14.10 0.61 4.1 34.2 CapGrth p 113.83 5.73 3.9 92.0
LgCpGrA p 75.99 3.19 1.8 84.2 GinnieMae n 10.66 -0.01 -0.2 11.7 BldrMod p 12.24 0.33 2.3 27.6 CapGrth n 115.43 5.82 4.0 93.4
MuCA A p 11.59 0.01 1.0 14.8 GlGold nr 12.67 0.14 -3.1 50.1 ConSec A 32.88 1.85 9.5 102.4 CoreEq n 31.80 1.27 3.8 49.1
NtlMuA p 10.79 0.01 1.0 15.1 Grwth n 49.20 2.69 5.8 87.4 -11300 1230 ContCoreA p 31.53 1.73 4.3 54.9 EqDivA 52.17 1.31 2.6 18.0
RelatValA p 5.92 0.22 3.5 24.2 Heritage n 27.63 1.93 6.8 95.5 Dec Jan Feb Dec Jan Feb DisplCoreA p 13.59 0.63 5.1 43.8 GblIncBldA 10.46 0.27 2.2 23.9
SmCpGroA p 84.11 6.31 13.1 132.8 InfAdjBd n 12.68 -0.02 0.2 17.4 DivIncA t 26.38 0.88 2.3 36.9 GblGrwS n 46.65 1.66 2.2 37.0
SmMdCpGrA p 15.42 1.14 10.1 109.3 Intl Gr n 15.65 0.70 2.2 37.6 DivOpptyA 35.36 1.41 3.0 25.0 GNMA S n 13.94 0.00 0.2 11.9
SustGlblThemGrA p 166.51 7.18 4.6 71.4 IntlOppt n 14.08 0.77 4.4 36.1 Money Market Funds Taxable Bond Funds EqValA 12.84 0.45 2.1 20.4 HiIncA 4.87 0.04 0.8 19.6
AB Funds - ADV: IntTF n 11.96 0.02 1.0 15.2 10500 19100 FocEqA t 24.22 1.40 5.9 91.8 HiYldTx n 12.50 0.03 2.1 16.8
ConGroAdv 52.93 3.00 4.2 79.3 FocLgCapVal n 11.20 0.35 1.6 24.4 GlobEq 18.02 0.81 3.5 72.7 MgdMuniA p 9.43 0.01 1.0 15.0
GlbBd 8.63 0.00 -0.5 13.6 MdCapVal n 17.58 0.73 3.4 20.1 GlobTech 64.67 4.61 9.8 128.0 MgdMuniS n 9.44 0.01 1.0 15.6
HiIncmAdv 8.10 0.08 1.4 12.6 OneChAgg n 17.78 0.73 3.7 39.5 HiYldBd 12.11 0.09 0.8 19.3 S&P500S n 38.36 1.72 3.6 54.8
IntlSmCapPtADV 12.31 0.43 2.7 9.5 OneChCon n 14.95 0.31 1.6 26.8 3500 14600 IncmBldr t 13.20 0.19 1.9 25.6 TechA 35.04 2.16 6.1 113.9
IntlStraEquPtADV 13.47 0.55 5.7 11.2 OneChMod n 17.14 0.55 2.8 34.0 LgCpGrowA t 54.51 2.97 5.4 82.3 Diamond Hill Funds:
IntlStrgCore 12.71 0.28 0.2 15.2 OneChoice2025 n 15.32 0.32 1.6 26.6 LgCpIdx pn 58.19 2.60 3.6 53.4 CorpCrI 11.82 0.06 0.8 25.4
LgCpGrAdv 84.24 3.53 1.8 85.6 OneChoice2035 n 17.24 0.47 2.3 31.4 LgCpVl A 15.12 0.69 2.7 27.3 LgCapA p 31.23 1.45 2.7 35.1
NationalPtf 10.79 0.01 1.1 15.9 OneChoice2045 n 18.63 0.66 3.1 36.9 -3500 10100 LiGoBalA p 13.53 0.48 3.2 31.5 LgCapI 31.39 1.46 2.7 36.3
SelectUSLgShrt 14.13 0.38 2.1 30.2 OneChoiceRet n 13.69 0.25 1.4 25.0 MdCpIndxA pn 17.57 0.97 7.4 38.6 LgCapY 31.41 1.46 2.7 36.7
SmCapCorePortADV 14.56 1.10 10.8 36.3 Select n 105.21 5.40 4.2 82.6 MidCapGthA t 29.10 2.11 7.9 86.0 LongShortI 26.71 0.86 0.5 16.2
SmMdCpGr 17.04 1.26 10.1 110.7 SmCapGrowth n 26.59 2.14 8.2 115.6 SelgComuInfoA 114.92 7.95 10.1 127.4 SmMidCapI 24.33 1.38 6.1 22.7
SmMidCpValAdv 22.73 1.52 8.4 18.3 SmCpVal n 9.62 0.70 11.6 37.9 -10500 5600 SelMidCpValA 12.15 0.72 4.9 31.5 Dimensional Fds:
SustGlbThemAdv 178.73 7.72 4.6 72.7 Sustain Equity n 39.78 1.83 3.4 55.8 Dec Jan Feb Dec Jan Feb SmCapGthA t 34.79 3.40 16.4 175.6 2TGlFxd 9.95 0.00 0.1 5.9
TxMgdWlthAppAdv 19.21 0.89 4.2 33.9 Ultra n 79.30 4.60 4.4 108.7 SmCpIdxA pn 28.18 1.45 12.0 42.6 5GlbFxdInc 10.90 0.00 0.1 8.1
WlthApprStr 19.52 0.90 4.3 34.5 Value n 8.59 0.39 4.8 23.3 StratIncA 25.31 0.12 1.0 17.5 CAIntrTrmMuniBd 10.89 0.00 0.1 8.9
AB Funds - C: American Century R6: The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI TaxEA 13.71 0.02 1.1 14.8 CASTMuniBd 10.30 0.00 0.1 3.5
LgCpGrC t 53.00 2.22 1.7 80.1 AmCentUltraFdR6 83.22 4.83 4.4 110.9 TechA p 62.22 3.58 6.4 118.5 Cont 31.12 1.07 3.3 18.3
AB Funds - I: EmgMkt 16.61 0.90 9.2 34.7 TotReBdA t 38.32 0.03 0.2 23.8 DFARlEst 38.71 1.18 3.2 33.6
GlbBd 8.63 0.00 -0.5 13.6 EqInc 9.11 0.24 0.8 25.5 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Columbia Class Adv: EmgMkt 34.97 1.66 7.1 19.5
LgCpGroI 83.71 3.52 1.8 85.6 Growth 50.37 2.76 5.8 89.4 NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. NAV Chg. % Ret. % Ret. ContCore p 32.50 1.79 4.3 56.1 EmgMktSoCoEq 16.73 0.77 6.6 17.5
SmCpGroI 94.83 7.12 13.1 134.5 MdCapVal 17.60 0.73 3.4 21.3 DivIncom 26.88 0.90 2.3 37.9 EmgMktVa 29.89 1.40 4.3 -0.7
Aberdeen Fds: OCP2025 11.41 0.24 1.6 27.9 AglOkMtiStFdClIn 10.40 NA NA NA Ca Mu n 14.75 0.01 0.7 11.6 HYMuni 10.36 0.03 2.9 21.8 LargeCapGrowth 21.38 1.13 3.9 85.6 Columbia Class C: EmMktCorEq 25.80 1.21 6.3 16.7
EmMktEqty Inst 22.31 1.23 9.8 40.5 OCP2030 12.35 0.29 1.9 30.3 AQR Funds: DivrMuni n 14.94 0.01 0.8 12.9 iShMSCIIntldx 14.94 0.46 1.8 16.6 LargeCapValue 15.14 0.76 2.9 35.0 Balanced 49.80 1.76 2.6 37.8 EmMktSmCp 23.85 0.97 3.0 9.3
UltStMuniIncInst 10.04 0.00 0.0 3.7 OCP2035 11.92 0.33 2.3 32.9 DivArbI 12.56 0.48 9.6 51.7 EmMkts n 34.88 1.95 7.2 16.0 MdCpGrEq 45.52 3.24 3.4 105.4 MunicipalBond 10.81 0.01 0.8 15.4 ContCore p 27.90 1.52 4.2 51.4 Fixd 10.30 0.00 0.0 4.9
USSmCapEq Inst 45.05 3.18 8.4 58.1 OCPINRET 10.96 0.20 1.4 26.3 LgCapDefStyle I 26.92 0.89 1.3 48.3 IntmDur n 13.70 -0.02 -0.8 17.0 MultiAstIncome 11.27 0.14 1.2 18.5 S/MCapGrowth 18.10 1.10 6.2 80.8 DivInc t 25.49 0.84 2.2 33.9 GblAll60 40Inst 20.99 0.60 2.9 28.2
Acadian Emerging Markets: SmCpVal 9.73 0.71 11.6 39.2 LgCapDefStyle R 26.89 0.89 1.3 48.7 NY Mun n 14.39 0.02 1.0 11.3 NatlMuni 11.45 0.00 0.9 15.0 S/MCapValue 13.55 0.74 5.9 25.1 Columbia Class I: GlAll25 75Inst 14.62 0.16 1.2 17.8
AcadnEm Inv n 24.88 1.32 10.2 12.9 American Century Y: LgCapMomStyle I 24.89 1.28 5.4 64.9 BlackRock Funds: NYMUNIOPP 11.42 0.03 2.0 11.2 Brown Advisory Funds: Acorn I n 18.20 1.32 9.6 71.1 GlEqInst 28.82 1.34 4.9 35.1
AIG Funds: IntTF 11.95 0.01 1.0 15.9 LgCpMultiStyle R 18.92 0.72 5.3 36.0 CoreBd A 10.04 -0.02 -0.9 17.8 ScTechOppInst 71.59 4.64 9.8 194.9 GrowEqInv n 33.43 1.99 2.3 93.0 AcornIntl I n 35.66 1.09 3.5 30.5 GlRESec 10.97 0.26 2.0 23.1
FDivStII t 15.84 0.31 1.7 3.8 American Funds Cl A: MgdFutStrI 7.93 0.07 1.0 -6.9 CoreBd Inst 10.02 -0.03 -0.9 18.7 StratIncOpptyIns 10.40 0.05 0.5 13.9 GrwthEquityInst 33.96 2.02 2.3 93.8 AltBeta I 30.19 0.34 1.5 -18.6 InfProtSec 13.30 -0.02 0.5 21.7
Akre Funds: 2010TarRetA p 11.88 0.17 1.1 22.1 Aquila Funds: CoreBd K 10.06 -0.02 -0.8 18.9 StratMuniOppI 11.79 0.04 2.2 11.3 SmCapGrInv n 30.62 1.82 6.0 77.5 Balanced I 49.86 1.77 2.7 42.0 IntGvFxdInc 13.22 -0.06 -1.3 18.4
AkreFocusInst 55.14 2.78 0.2 69.7 2015TarRetA p 12.65 0.21 1.3 24.1 HI TF A 11.63 0.00 0.4 10.4 CreStraInc Inst 10.62 0.05 0.6 18.5 TotRet 12.13 -0.01 -0.5 19.4 BrownSmCoInv n: ConSec I n 32.94 1.86 9.5 104.0 IntlCoreEq 14.98 0.55 2.8 11.9
AkreFocusRtl 53.60 2.70 0.1 68.4 2020TarRetA p 13.94 0.24 1.4 25.7 ArbitrageI : HiYBlk 7.83 0.07 0.9 20.0 WorldInc 6.34 0.01 -0.5 13.7 BrownSmCoInv n 144.04 8.58 8.0 101.0 ContCore I 31.82 1.75 4.3 56.0 IntlREst 4.53 0.05 -0.2 6.4
Alger Funds A: 2025TarRetA p 15.67 0.35 1.8 30.5 ArbitrageI 13.42 0.08 1.5 14.1 HiYInvA 7.83 0.07 0.9 18.6 BMO Funds: Buffalo Funds: DivIncom I 26.41 0.88 2.3 37.9 IntlSustCore1 12.38 0.44 2.2 20.4
CapApr 34.57 1.98 4.9 92.7 2030TarRetA p 17.18 0.46 2.3 34.2 Ariel Investments: HiYldBd Inst 7.82 0.06 0.8 19.5 CorePlBdI 12.41 -0.02 -0.6 17.7 DiscFd n 32.27 1.94 7.5 75.9 FocEq I pn 26.99 1.57 5.9 93.3 IntlVal 17.52 0.75 3.8 -3.0
SpectraN 31.02 1.87 5.2 94.7 2035TarRetA p 18.41 0.65 3.1 40.2 ApprecInv pn 46.46 1.81 7.2 22.6 InflProtBdInst 11.97 -0.01 0.5 20.6 IntrTaxFree I 11.69 0.01 1.0 14.1 SmCap n 23.93 1.88 14.9 160.2 GlbTechGw I 65.03 3.74 6.4 120.1 IntlVectorEq 13.13 0.53 3.4 7.9
Alger Funds I: 2040TarRetA p 19.24 0.75 3.6 42.9 Ariel Inv pn 74.01 3.36 9.5 27.8 LDurBlk 9.77 0.00 0.2 9.9 UltrShtTxFrI 10.11 0.00 0.2 4.6 IncOppty n 9.98 0.07 0.8 16.8 IntrLrgCpGroPor 15.91 0.45 1.5 30.1
CapAppr I-2
Alger Funds Inst:
105.01 5.92 5.1 95.5 2045TarRetA p 19.71
2050TarRetA p 19.43
0.80
0.80
3.7
3.8
43.8
44.5
Artisan Funds:
GblOppInst 37.52 NA NA NA
LowDurBdA
LowDurI Inst
9.78
9.78
0.01
0.01
0.2
0.2
8.9
9.7
BNY Mellon:
SCMultiStrM 26.09 1.73 10.5 65.9
C IntmMunBd I
LgCapGr
10.66
15.38
0.01
0.93
0.7
2.5
14.0
94.0
IntSmCo
IntSmVa
20.99
19.79
0.83
0.93
3.5
3.5
13.4
-2.6
CapApprI 43.84 2.51 5.0 92.5 AmcpA p 40.86 1.93 4.5 54.0 GblOppInv n 36.83 NA NA NA BlackRock Funds A: BNY Mellon Funds: Calamos Funds: LgCpGrow I n 57.63 3.14 5.5 83.6 IntTermMuni 10.61 0.00 0.1 10.7
Allianz Fds Admin: AMutlA p 45.61 1.35 2.2 29.3 Intl Inv n 35.51 NA NA NA AdvLCGrwA 21.53 1.04 4.2 77.6 Aprec pn 40.08 1.70 1.7 62.2 ConvI 23.52 1.14 6.1 89.5 LgCpIdx I n 58.59 2.61 3.6 54.5 IntVaIII 15.03 0.64 3.8 -2.5
RCMTechI 102.23 7.16 7.8 140.6 BalA p 30.68 0.68 1.6 31.7 IntlInst 35.69 NA NA NA AdvLgCapCore p 20.00 0.93 4.0 50.3 CA AMTMuBdZ nr 15.34 0.03 1.0 14.2 Gr&IncA p 42.32 2.07 3.8 51.6 MdCpIdx I n 17.48 0.97 7.4 39.8 ITExQual 11.79 -0.05 -1.4 22.7
Allianz Funds A: BondA p 13.66 -0.04 -0.8 19.8 IntlVal Inst 40.72 NA NA NA BalCapFd 26.32 0.70 1.9 37.0 Dr500In tn 54.76 2.44 3.6 53.2 Gr&IncI 40.43 1.99 3.8 52.7 MidCapGth I 32.42 2.35 7.9 87.4 LgCo 29.17 1.31 3.6 55.3
RCMGrowthA 73.96 4.63 5.2 96.0 CapIBA p 64.09 1.52 1.7 16.4 IntlVal Inv n 40.61 NA NA NA BasicVal 19.41 0.93 4.3 24.1 Dreyf n 15.20 0.73 3.1 63.8 GrowthA p 39.74 2.60 6.8 73.7 SelComunInfo tn 129.43 8.95 10.2 129.1 LgCpIntl 25.55 0.83 2.1 16.7
RCMTech t 82.40 5.78 7.8 138.1 CapWA p 21.26 -0.08 -1.3 13.5 MidCapInst 57.27 NA NA NA CAInsMuni 12.95 0.03 1.8 11.1 DreyMid r Inv nr 35.64 1.98 7.4 38.7 MktNeutA p 14.17 0.12 0.6 12.7 SelLCVal pn 28.52 1.45 6.5 29.7 SclCrEqInst 14.37 0.54 3.0 11.5
AllianzGI: CapWGrA 61.80 2.50 4.1 34.4 MidCapInv n 49.40 NA NA NA CapAppr 38.20 1.95 4.4 90.0 FloRtIncY 11.42 0.00 1.3 9.9 MktNeutI 13.99 0.12 0.7 13.6 SelMdCpVal I p pn 12.20 0.73 5.0 32.6 SelHdgGlFxd 9.80 0.00 0.0 9.2
MidCpValA 31.22 1.12 1.7 13.7 EupacA p 72.06 3.80 3.9 39.3 MidCapVal Inv n 20.52 NA NA NA EqtyDivd p 20.90 0.90 3.5 27.9 GblRealRtY 16.79 0.36 1.2 29.1 Calvert Investments: SmCapGth I 37.83 3.70 16.5 177.6 STExQual 11.00 0.00 0.0 8.6
Amana Income: FdInvA p 71.60 3.21 3.5 42.3 SmCpInv n 55.08 NA NA NA GlblAlloc p 22.02 0.56 2.3 34.0 GlbStkI 26.15 0.89 0.5 53.2 Bal A 40.28 1.25 2.2 43.4 SmCpIdx I n 28.39 1.46 12.0 43.6 STGov 10.56 0.00 0.0 4.5
AmanaIncm n 57.49 1.06 1.9 40.6 GBalA p 38.19 0.94 2.1 24.0 Ashmore Funds: HlthScOp p 75.32 1.42 2.0 64.0 GlFxIncI 23.06 -0.02 -0.5 15.2 Eq A p 67.07 2.83 0.5 76.6 StratInc I 24.85 0.12 1.0 18.2 STMuniBd 10.19 0.00 0.1 3.7
AmanaGrowth n: GovtA p 14.26 -0.05 -0.9 16.1 EmgMktTRInst 7.40 NA NA NA LgCp Focus Gr 6.91 0.37 3.0 96.7 HYldI 6.17 0.04 0.8 16.9 Carillon Eagle: TaxEZ n 13.71 0.02 1.1 15.5 TAUSCoreEq2 24.17 1.21 5.1 45.0
AmanaGrowth n 57.93 2.04 3.1 88.7 GwthA p 71.32 3.78 5.6 77.2 Ave Maria Funds: MdCpGrA 39.16 2.78 3.4 103.8 InstS&PStkIdx I 69.98 3.13 3.6 54.7 MdCpGrA p 94.48 5.57 4.8 81.9 Thermostat I n 18.37 0.43 2.0 53.5 TAWldexUSCr 12.42 0.50 3.7 12.4
Amer Beacon Insti: HI TrA p 10.31 0.09 2.1 19.6 Growth pn 43.63 1.77 2.1 61.8 MultiAstIncome 11.28 0.17 1.3 17.8 Interm n 14.07 0.02 0.8 14.8 Carillon Reams: TotReBd I 38.34 0.03 0.2 24.8 TM IntVa 15.03 0.60 3.3 -2.6
IntlInst 18.64 0.67 1.6 3.4 HiInMuniA 16.87 0.05 2.1 19.3 RisingDivd n 19.83 1.04 2.5 33.3 NatlMuni p 11.46 0.00 0.9 14.1 IntlStkI 24.41 0.35 -0.2 41.7 CoreBd I 12.90 -0.06 -1.2 26.1 USTrsIdx I 11.80 -0.07 -1.6 15.8 TM US Sm 53.03 3.54 11.0 33.9
LgCapinst 25.61 1.26 4.2 24.4 ICAA p 45.97 1.90 3.5 37.8 NYMUNIOPP 11.43 0.04 2.0 10.5 IntlStkY 24.12 0.35 -0.2 41.9 CorePlBd I 35.26 -0.13 -1.1 26.9 Columbia Class I2: TM USTgtVal 39.26 2.63 10.3 19.1
SmCpInst
Amer Beacon Inv:
27.33 1.75 8.9 22.4 IncoA p
IntBdA p
24.12
13.94
0.61
-0.01
2.4
-0.2
22.9
13.4
B ScTechOppA 65.74
StratMuniOpp 11.79
4.26
0.04
9.8
2.3
192.8
10.6
MunBd nr 12.23
NewtonIntlEqY 24.67
0.03
0.99
1.1
3.5
16.3
19.6
UnconstrndBd I 13.03
Carillon Scout:
0.05 0.5 19.3 ContCore I2
DivIncom
32.46
26.85
1.78 4.3
0.90 2.3
56.4
38.2
TMMktwdVa
TMMttVa2
33.73
31.24
1.42
1.33
4.6
4.7
22.7
23.3
LgCapInv 23.10 1.14 4.1 23.1 IntlGrIncA p 39.70 1.56 3.5 20.4 Baird Funds: StrtIncOpptyInvA 10.41 0.06 0.6 13.1 NY Tax nr 15.31 0.02 1.0 13.9 Intl I 18.20 0.64 1.4 12.5 MidCapIndx 17.92 0.99 7.4 39.8 TMUSEq 42.90 2.04 4.1 56.7
American Century A: LtdTEBdA 16.25 0.00 0.4 11.0 AggBdInst 11.64 -0.04 -1.0 19.1 TotRet 12.14 -0.01 -0.6 18.1 ResrchGrA 21.67 1.33 6.1 99.5 MidCap I r 25.17 1.56 6.6 50.2 SmCapIndx 29.13 1.50 12.0 43.7 US CoreEq1 31.16 1.53 5.0 48.5
EqIncA p 9.08 0.23 0.7 23.2 N PerA p 63.60 3.21 5.1 69.6 CorBdInst 12.02 -0.04 -0.8 19.7 BlackRock Funds Blrk: ResrchGrZ n 22.25 1.37 6.2 100.5 CausewayInst : Columbia Class I3: US CoreEq2 28.48 1.43 5.6 45.2
American Century G: NEcoA p 62.72 3.62 5.4 66.1 IntBdInst 11.64 -0.01 -0.3 16.3 CapAppr 42.78 2.19 4.4 92.1 SelMgrSmCpGroY 36.11 2.77 11.2 83.2 CausewayInst 16.41 0.60 1.0 7.0 Balanced I3 50.41 1.79 2.7 42.4 US Micro 25.86 1.83 13.1 33.2
GlBond 10.56 -0.02 -0.5 16.0 NwWrldA 93.38 5.33 6.2 47.8 QualIntMunBdInst 12.06 0.01 0.4 13.1 BlackRock Funds C: SmCpStk r Inv nr 33.00 1.70 12.0 42.6 Chartwell: Bond I3 35.95 -0.03 -0.1 20.5 US Small 42.67 2.79 11.1 35.0
InfAdjBd 12.67 -0.02 0.2 19.1 SmCpA p 85.57 5.40 7.6 74.1 ShtTBdInst 9.92 0.01 0.1 10.9 GlblAlloc t 19.58 0.50 2.2 30.9 SmMidCpGrI 42.60 2.82 9.5 150.7 Income n 13.66 0.18 1.2 15.1 ContCore I3 p 32.48 1.78 4.3 56.7 US SmCpVal 39.08 2.72 13.5 21.1
NT IntlGr 14.48 0.63 2.3 44.1 STBFA p 10.08 -0.01 -0.1 7.8 Baron Funds: HlthScOp 64.60 1.21 1.9 60.5 StratValA r 40.39 2.21 6.2 26.5 CIBC Atlas: DivIncom 26.89 0.90 2.3 38.4 US TgdVal 26.47 1.79 12.2 23.6
NT MdCapVal 13.30 0.55 3.4 23.6 STTxExBdA 10.36 0.00 0.3 7.5 Asset n 114.57 7.02 3.1 84.9 MultiAstIncome 11.24 0.14 1.1 14.9 U.S.EqY 25.08 1.18 1.7 52.7 DispEq Inst 26.92 1.03 1.9 59.4 SelLgCpGr t 16.93 1.04 2.5 95.0 USLCpGr 28.04 1.03 1.0 59.1
NTDiscGro 15.54 0.84 4.6 75.0 TECAA p 18.45 0.03 0.7 15.4 GlobalAdv n 58.13 5.38 13.2 174.7 BlackRock Funds III: WWGrA 66.17 2.77 2.5 60.9 ClearBridge: SmCpVal II p 19.37 1.31 12.9 29.4 USLgVa 39.32 1.68 4.8 17.1
NTDvBnd 11.36 -0.04 -0.8 17.4 TxExA p 13.72 0.01 0.9 15.8 Growth n 110.90 8.58 6.1 91.1 iShS&P500IdxK 460.28 20.53 3.6 55.5 BNY Mellon Funds Tru: AggressGrowthA 183.59 NA NA NA Columbia Funds: USLgVaIII 26.49 1.13 4.8 17.5
NTEmgMkt 16.35 0.88 9.2 39.0 WshA p 51.52 1.84 2.7 36.2 Opportunity n 44.43 3.52 11.0 200.1 iShUSAggBdIdxK 10.76 -0.04 -1.1 17.3 BondFd 13.23 -0.04 -0.8 17.0 AggressGrowthI 214.17 NA NA NA UltShortBd Inst3 9.06 0.00 0.1 6.7 USSmCpGr 25.07 1.68 9.3 48.8
NTEqGrp 11.72 0.53 4.4 46.1 AMG Funds: Partners n 183.64 13.16 11.9 281.4 BlackRock Funds Inst: EmgMkts 14.20 0.73 10.1 19.7 AllCapValueA 13.19 NA NA NA Commerce Funds: USSoCoreEq2 21.21 1.12 5.5 45.2
NTGrwth 21.68 1.19 5.8 93.2 RRSmCapValI 14.44 0.82 5.8 34.5 SmallCap n 39.14 2.85 6.3 86.6 AdvIntl Inst 18.27 0.56 2.2 13.9 IncomeStk 8.95 0.45 5.2 23.7 AppreciationA 29.33 NA NA NA Bond n 21.01 -0.04 -0.6 16.7 USSustCoreI 31.31 1.55 4.8 57.9
NTHeritage 16.62 1.17 7.0 100.1 TmSqMdCpGw I 21.24 1.15 3.2 80.0 Baron Instl Shares: AdvLgCapCore 20.89 0.98 4.0 51.5 IntlFd 14.34 0.45 1.6 10.8 AppreciationI 29.11 NA NA NA Community Capital Tr: USVectorEq 22.42 1.32 8.3 30.4
NTHighInc 9.93 0.07 1.4 21.1 AMG Managers Funds: AssetInst 119.95 7.35 3.1 86.4 AdvSmCapInst 27.52 2.07 13.3 94.1 IntmBdFd 13.07 0.00 -0.2 12.5 AppreciationIS 29.21 NA NA NA CRAQualInvFd 10.82 -0.01 -0.2 11.0 WexUSGov 10.52 -0.10 -1.8 19.5
NTIntlVal 9.90 0.33 2.0 7.4 Brandywine I n 64.27 5.47 9.4 72.6 DiscoveryInst 39.44 3.37 13.4 146.2 BalCapFd 26.44 0.70 1.9 38.1 MCMultiStrM 21.96 1.25 5.1 54.4 DividendStrat1 n 27.14 NA NA NA Credit Suisse Common: WrdEXUSTARGETVAL 14.05 0.66 3.9 1.4
NTFocLgCapVal 11.98 0.38 1.8 27.6 GWKMBd I 12.57 0.01 0.5 16.6 EmergingMktsInst 20.62 1.16 8.2 35.6 BasicVal 19.77 0.95 4.3 25.2 NtlIntmMuni 14.28 0.01 0.8 15.4 DividendStratA 27.12 NA NA NA ComdtyRet r 4.82 0.14 5.2 -2.0 Dodge & Cox:
SDIPB 10.83 0.01 0.8 13.2 LoomisSaylesBd I 27.85 0.01 -0.7 17.4 GlobalAdvInst 59.17 5.47 13.2 176.8 CAInsMun 12.95 0.02 1.7 11.8 NtlShTMuni 12.99 0.00 0.3 6.4 DividendStratI 27.95 NA NA NA Cullen Funds: Balanced n 105.39 3.72 3.5 27.3
Sustain Equity 39.95 1.84 3.5 NS LoomisSaylesBd N n 27.84 0.01 -0.8 16.7 GrowthInst 115.51 8.95 6.1 92.6 CapAppr 42.40 2.17 4.4 91.5 Boston Trust Walden: LargeCapGrowthA 61.13 NA NA NA HiDivEqI r 15.39 0.63 4.6 17.9 GblStock n 13.92 0.72 4.7 20.5
American Century I: TSIntlSC I 19.05 0.85 3.0 12.4 OpptortunityInst 46.76 3.70 11.0 202.4 EmgMkts 35.85 2.69 12.2 52.5 BostonBalanced 56.95 1.85 1.2 36.8 LargeCapGrowthC 46.39 NA NA NA Income n 14.59 0.00 -0.4 19.8
CaHYMu
DivBnd
11.20 0.02
11.23 -0.04
1.3
-0.7
18.5
16.5
TSSmCapGrFd Z 21.31
TSSmCpGrFd N n 20.29
1.14 3.2 80.3
1.09 3.2 79.3
PartnersInst 189.12
RealEstateInst 39.24
13.56
2.97
11.9
8.9
284.4
82.0
EqtyDivd 20.98
FloRateIncPorIns 9.94
0.91
0.02
3.5
1.0
28.8
11.3
Braddock Multi Strat:
Income Fund 7.30 0.01 2.1 -19.2
LargeCapGrowthI 68.96
LargeCapValueI 33.58
NA
NA
NA
NA
NA
NA
D Intl Stk n
Stock n
45.15
203.10
1.77 3.3 6.2
10.97 5.5 31.3
EmgMkt 16.59 0.89 9.1 34.0 YachtmanFocFd I 19.70 0.76 3.5 52.2 SmallCapInst 41.42 3.01 6.3 88.1 LgCpFocusGwth 7.59 0.41 3.1 98.5 Bridge Builder Trust: MidCapA 39.20 NA NA NA Davenport: Domini Funds:
EqInc 9.10 0.24 0.8 24.9 YacktFocFd N n 19.77 0.77 3.6 51.5 BerkshireFocus n: GlblAlloc 22.19 0.57 2.3 35.1 CoreBond 10.67 -0.04 -0.9 21.8 SmallCapGrowthA 51.02 NA NA NA Davenport Core n 31.21 1.48 2.9 47.6 Intl Eq Instit 8.61 0.31 2.4 6.6
Growth 50.37 2.76 5.8 88.6 YacktmanFd I 21.99 0.89 3.4 45.9 BerkshireFocus n 47.37 4.27 8.2 198.5 GlobLg/ShrtCrIns 10.06 0.05 1.3 10.2 CorePlusBond 10.51 -0.02 -0.7 22.9 SmallCapGrowthI 55.97 NA NA NA EqOpp n 24.22 1.52 4.5 65.2 US Equity Inv pn 32.14 1.50 5.1 66.2
IntTF 11.96 0.01 1.0 15.9 Angel Oak Funds Trst: Bernstein Fds: HlthScOp 79.61 1.51 2.0 65.4 Intl Eq 13.87 0.47 3.8 26.2 SmallCapGrowthIS 56.92 NA NA NA Val&Incm n 17.76 0.80 3.0 20.7 DoubleLine Funds:

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.
February 8, 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.
CoreFxdIncmI 11.28 NA NA NA UltraShortA pn 9.23 0.00 0.2 6.8 SeriesBondFd 10.64 -0.05 -1.1 NS LmtdTrmBdFd 11.95 0.00 -0.1 12.4 Freedom2035 K 17.25 0.69 4.2 40.0 Emerg Asia nr 76.58 4.28 12.1 115.5 NASDAQ nr 173.96 9.90 7.5 104.0 ShortTermBd 10.03 0.01 0.1 NS
CorFxdIncN n 11.27 NA NA NA Federated Hermes C: SeriesOverseas 12.55 0.50 1.2 NS MuniIncI r 10.94 0.00 0.7 14.6 Freedom2035K6 17.22 0.69 4.2 40.6 EmrgAsiaI r 75.89 4.22 12.3 116.2 NewInsights Z 39.32 1.90 4.1 57.5 TotalBd 10.67 -0.02 -0.6 NS
EmgMktIncmI 10.68 0.06 0.8 15.2 StraValDivC p 5.16 0.18 2.9 6.3 SerLTTreBdIdx 8.62 -0.22 -5.8 30.3 MuniIncome 13.72 0.02 1.2 NS Freedom2040 K 12.32 0.56 4.9 42.4 EmrgMktK r 49.53 2.64 8.4 57.3 NewMill n 38.25 1.90 4.6 30.1 TxFreeBd 10.99 0.02 1.1 NS
FlexibleIncomeI 9.69 NA NA NA Federated Hermes Int: SmCpIdxInstPrem n 28.26 2.02 13.1 56.5 NwInsghtI 39.23 1.90 4.1 56.9 Freedom2040K6 12.28 0.56 4.9 43.0 EmrgMktsDebt 9.46 0.06 -0.4 9.9 NewMkt nr 14.99 0.11 -0.3 7.0 U.S.TreBdIdx 10.23 -0.07 -1.5 16.0
GlobalBondN 10.61 -0.06 -1.7 4.0 GloFinI 41.80 1.33 1.7 17.7 STBdIdx InstPrem n 10.33 0.00 0.0 11.5 REIncmInst 12.02 0.24 2.5 23.7 Freedom2045 K 14.08 0.63 4.8 42.3 EmrMkt nr 49.51 2.64 8.4 56.7 NJMun nr 12.70 0.00 1.3 19.4 USMomentumIdx 17.88 0.97 7.2 68.1
InfraIncomeI 10.66 -0.01 0.6 16.0 InsHiYld r 10.02 0.08 1.0 20.0 STTreIdx InstPre n 10.80 0.00 -0.1 10.6 SmCapGrwI 37.86 3.15 10.9 95.4 Freedom2045K6 14.04 0.63 4.9 42.9 Eq Inc n 64.55 2.81 3.5 32.0 NYMun n 13.78 0.03 1.1 15.9 USValueIndex 10.70 0.47 6.3 18.3
LowDurBdI 10.01 0.01 0.4 8.8 MDTSmCIS 25.33 NA NA NA TMktIdxInstPrem n 112.93 5.57 4.8 58.6 StrInI 12.85 0.09 0.7 16.9 Freedom2050 K 14.19 0.64 4.8 42.3 EqDivIncm n 26.11 0.90 2.5 22.7 OHMun n 12.57 0.01 0.5 15.1 Fidelity Selects:
LowDurBdN n 10.00 0.01 0.4 8.0 TtlRtnBdI 11.49 -0.01 -0.5 19.7 TotalMarketIndex n 14.11 0.68 4.6 NS Total Bd 11.21 -0.02 -0.6 19.5 Freedom2050K6 14.17 0.64 4.9 43.0 EqDivIncmK 26.10 0.90 2.5 23.0 OTC n 18.75 1.15 7.0 108.9 Biotech nr 27.25 1.91 8.2 75.5
ShillerEnhCAPEI 18.74 NA NA NA Federated Hermes IS: TtlIntIdxInstPr n 14.11 0.52 4.0 20.5 Fidelity Advisor M: Freedom2055 K 16.31 0.73 4.8 42.3 EqIncK 64.50 2.81 3.5 32.4 OTC K 19.10 1.17 7.1 109.6 Chem nr 14.79 0.72 2.8 6.0
ShillerEnhCAPEN n 18.73 NA NA NA IntEq IS p 31.62 1.32 4.6 35.0 USBdIdxInstPrem n 12.28 -0.06 -1.2 17.1 Balanced p 27.26 1.04 3.3 48.5 Freedom2055K6 16.29 0.74 4.9 43.0 Europ nr 43.18 1.25 1.9 24.2 OverseasK r 60.12 2.49 1.4 29.6 Comp nr 117.67 7.41 7.3 109.6
TotRetBdI 10.70 NA NA NA KaufmnIS 8.05 0.62 8.9 90.2 USSusIdx n 16.98 0.83 4.3 58.7 EqGr p 16.38 0.85 6.4 98.1 Freedom2060 n 14.76 0.66 4.8 41.8 Export n 20.52 0.92 3.7 14.3 Ovrse n 60.25 2.49 1.4 29.2 ConDis nr 70.60 4.52 6.6 76.1
TotRetBdN n 10.69 NA NA NA KaufmnSCI 71.13 NA NA NA Fidelity Adv Focus A: EqIn p 30.40 1.04 2.5 20.0 Idx2015InsPre 15.24 0.26 1.3 28.5 Fidel n 64.71 2.97 3.8 64.6 PAMun nr 11.65 0.01 0.7 16.0 ConStap nr 93.85 2.60 -1.3 27.1
Driehaus Funds: CorpBondFdIS 9.93 0.00 -0.8 21.3 HthCarA r 66.91 2.09 5.1 70.4 GrOppM p 154.23 11.35 10.1 192.0 Idx2020InsPre 16.66 0.36 1.8 31.5 FltRateHi nr 9.37 0.03 1.4 11.0 PcBas nr 47.13 2.12 7.5 56.6 DfAero nr 16.43 1.08 0.0 11.4
EmMktsGr n 53.39 NA NA NA FdShinToRetI 10.74 0.01 0.1 11.6 TechA t 93.24 5.11 4.3 133.1 NwInsghtM p 36.22 1.75 4.1 54.7 Idx2025InsPre 18.64 0.45 2.1 33.7 FocsdStk n 32.42 2.23 4.2 88.9 PuritanK 26.93 0.99 3.6 45.7 Energy nr 25.96 1.74 11.5 -34.8
Dupree Mutual Fds: GovUltra 9.96 0.00 0.0 5.5 Fidelity Adv Focus C: SmllCapM p 27.07 2.11 10.9 44.2 Idx2030InsPre 19.54 0.54 2.5 36.4 FournOne n 57.16 2.12 3.3 41.7 Puritn n 26.95 0.99 3.6 45.3 FinSvc nr 10.79 0.73 6.1 20.6
KYTF n 8.02 0.00 0.4 14.7 KaufmnLCIS 36.57 NA NA NA HthCarC p 51.54 1.61 5.1 66.6 StrInM p 12.67 0.10 0.7 16.2 Idx2035InsPre 21.46 0.74 3.2 40.1 GNMA n 11.78 0.00 0.1 11.8 RealE n 40.57 1.42 2.9 25.5 Gold nr 28.07 0.02 -4.9 48.1
ShIntDurMuInst 10.41 0.00 0.3 7.1 Fidelity Adv Focus M: Fidelity Advisor Z: Idx2040InsPre 21.62 0.85 3.8 42.6 GovtInc n 10.80 -0.05 -1.1 14.7 RealEstInc nr 12.07 0.24 2.5 23.7 Health nr 33.41 1.06 5.3 80.4
E StraValDivIS
UltraShortI
5.18
9.23
0.18
0.00
3.0
0.2
9.6
8.0
Tech p
Fidelity Advisor:
86.71 4.75 4.3 131.3 CorporateBond
EmMkt Z
12.77
39.92
-0.05
2.14
-1.5 NS
9.9 52.2
Idx2045InsPre
Idx2050InsPre
22.44
22.47
0.89
0.88
3.8
3.7
42.6
42.6
GroCo n
GroInc n
35.68
45.51
2.35
1.99
8.5
3.9
133.6
35.6
REInc n
SAIIntlMinVolInd
10.73
10.85
0.15
0.17
2.2
0.4
23.1
9.8
HlthCareSrvPt r nr
Ind n
123.08
37.56
0.12
2.07
0.0
-0.6
55.3
22.7
Eaton Vance Class A: ShtlncIS 8.72 0.00 0.1 10.3 SrsAdvIntlCapApp 30.56 1.34 3.7 47.9 FloatRateHighInc 9.37 0.03 1.4 NS Idx2055InsPre 18.48 0.73 3.8 42.6 GrowCoK 35.77 2.35 8.5 134.1 SAILTTreBdIdx 11.43 -0.30 -6.0 31.6 ITSvs n 95.08 7.48 1.5 93.3
AtlCpSMID p 33.71 1.83 2.2 44.5 FedMuniUl A 10.06 0.00 0.1 4.8 StragInc n 12.85 0.10 0.7 NS GovtIncome 10.82 -0.05 -1.1 NS Idx2055Investor 18.46 0.73 3.8 42.4 GrowIncK 45.46 1.99 3.9 36.0 SAISm-MidCap500I 15.11 0.89 6.7 53.5 Leisr nr 18.36 1.41 2.7 46.9
DivBldrA 17.27 0.70 1.5 44.1 Federated Hermes R: TotBdFdClZ 11.21 -0.02 -0.6 20.0 GrOpp 172.70 12.73 10.1 197.5 Idx2025 Premier 18.63 0.45 2.1 NS GrStrt nr 61.65 3.27 3.2 69.8 SAIUSMinVolIndFd 16.52 0.53 0.1 45.4 MdTchDevis n 78.19 1.96 7.4 104.4
FloatRt 9.10 0.01 1.2 10.0 KaufmnR r 7.83 0.60 8.7 87.3 Fidelity Advisor A: IntCpAp 30.60 1.35 3.8 48.5 Idx2030 Premier 19.53 0.54 2.4 NS GwthDiscovery n 55.08 2.88 6.5 100.3 SAIUSQtyIdx 16.51 0.66 2.5 62.3 Multimedia nr 89.27 6.48 7.6 83.3
FltgRtAdvg p 10.54 0.02 1.5 11.0 Federated Hermes R6: AdvMdCpIIA p 24.30 1.63 7.6 34.2 InvestGradeBd 8.50 -0.02 -0.9 NS Idx2035 Premier 21.46 0.74 3.2 NS HighInc nr 8.73 0.05 0.3 14.1 SCEnhIdx n 17.40 1.36 13.0 47.7 Pharm n 24.33 0.33 2.7 59.4
Inc Bos 5.61 0.05 1.1 17.0 FedInstHYBondL 10.02 0.07 0.9 20.0 AdvStrDivInA p 16.63 0.58 3.4 37.3 NewMktsIncFdZ 14.99 0.11 -0.3 NS Idx2040 Premier 21.61 0.85 3.8 NS Indepndnc n 47.10 2.20 1.6 58.5 SmallCap nr 22.49 1.50 9.1 45.9 Retail nr 24.16 1.42 6.2 94.1
LgCpVal 21.73 1.03 3.5 30.9 KaufmnSCL 70.58 NA NA NA BalancA t 26.90 1.04 3.3 49.7 RE Income 12.02 0.24 2.5 NS Idx2045 Premier 22.43 0.88 3.7 NS IntBd n 11.32 -0.01 -0.3 16.0 SmCapDisc n 26.01 1.58 8.1 29.9 Semiconductors r nr 17.22 0.66 6.2 126.4
NatlMuniInc 10.48 0.01 0.9 18.6 StrValL 5.18 0.18 3.0 9.5 BioTech 36.91 2.81 8.8 68.2 StrgInc 12.86 0.10 0.7 NS Idx2050 Premier 22.47 0.88 3.8 NS IntGov n 10.86 -0.02 -0.5 12.2 SmlCapO n 17.66 1.52 10.2 57.9 Softwr nr 28.28 1.73 4.3 114.7
ShDurGovIncFd 8.13 0.00 0.3 6.3 TtlRtnBdL 11.48 -0.01 -0.5 19.7 DivIntlA 29.72 1.14 2.2 34.8 Fidelity Freedom: Income n 12.32 0.11 0.9 20.1 IntlCapiApp K6 16.51 0.73 3.8 50.3 SmlCpGrth nr 37.75 3.14 10.9 95.5 Tech nr 28.88 1.87 7.5 138.4
ShDurStratIncFd 7.38 NA NA NA Fidelity: EqGrA p/r t 16.86 0.88 6.4 99.5 FAFree2020I p 14.41 0.37 2.6 31.9 Income K 12.30 0.11 0.9 20.2 IntlDisc n 55.26 2.65 4.1 33.9 SmlCpGrth K6 21.94 1.80 10.9 97.0 UtilGr nr 94.09 3.11 2.6 43.0
TMG1.0 n 1752.03 87.78 4.1 58.5 500IdxInstPrem n 134.88 6.03 3.6 55.4 EqInA 29.53 1.01 2.5 20.9 FAFree2025I 14.84 0.43 2.9 34.2 Fidelity Invest: IntlEnhIdx n 10.47 0.32 1.9 11.4 SmlCpVal nr 18.85 1.34 11.2 31.1 Fidelity Series:
TMG1.1 78.58 3.93 4.1 57.0 BalancedK6 13.57 0.52 3.4 NS FF2030A p 16.05 0.53 3.3 36.0 FAFree2035I 16.14 0.65 4.1 41.1 AdvSrsGroOpport 18.00 1.30 10.2 201.8 IntlGrRet n 18.85 0.59 1.3 41.7 Srs1000ValIndRet 13.72 0.63 3.9 27.1 Canada 11.86 0.53 2.7 22.0
TMG1.2 35.32 1.76 4.0 56.3 Contrafund K6 19.52 0.90 3.3 69.0 GrOppA 156.20 11.50 10.1 194.1 FAFree2045A 13.72 0.62 4.7 42.4 AggrInt n 28.72 1.26 3.7 48.2 IntlScOpps nr 24.71 0.49 0.3 31.6 SrsBlChGroRetail n 18.24 1.27 8.8 143.7 FASeriesEqGroFd 17.20 0.90 6.6 105.2
WW Hlth Science p 13.14 0.17 0.9 53.4 EmgMktIdxInstPre n 13.80 0.65 8.3 26.1 LevCoStA p 53.58 4.08 8.5 54.2 FF2005 n 13.21 0.15 1.1 21.9 AilSectEq 12.02 0.63 4.7 64.6 IntlSmCap nr 31.80 1.23 3.8 16.0 SrsCommStrt 4.85 0.14 5.7 -3.0 HthCarZ 73.49 2.31 5.2 NS
Eaton Vance Class I: ExtMktIdxInstPre n 92.28 6.44 10.5 72.8 NwInsghtA p 38.05 1.84 4.0 55.8 FF2010 n 16.57 0.27 1.7 25.1 AMgr20% n 14.57 0.15 0.7 19.8 IntMu n 10.92 0.00 0.6 14.8 SrsEmrgMkt 27.33 1.60 9.5 44.1 IntMuni Z 10.94 0.00 0.7 NS
AtlCpSMID 38.43 2.09 2.2 45.6 FidSAIEmerg 14.56 0.66 7.3 NS SmllCapA p 30.04 2.34 10.9 45.2 FF2015 n 13.78 0.29 2.1 28.1 AMgr50% n 21.33 0.57 2.4 32.3 InvGB n 8.48 -0.03 -1.0 20.3 SrsGlobal 14.91 0.55 4.0 20.6 STCrFd 10.23 0.00 0.1 11.3
FloatRtHiInc 8.69 0.02 1.3 11.8 FIDSerEmgMkt 12.56 0.73 10.8 NS StkSelMC p 41.79 2.36 6.5 43.3 FF2020 n 17.61 0.45 2.6 31.0 AMgr70% n 26.92 1.00 3.4 38.1 InvGrBd 11.81 -0.03 -0.7 21.0 SrsGroCoRetail 24.73 1.63 8.6 140.7 Fiera Capital:
FltgRt 8.80 0.01 1.2 10.8 FidSerToMarket 13.53 0.67 4.8 NS StrInA 12.67 0.09 0.7 16.1 FF2020A p 14.28 0.37 2.5 30.9 AMgr85% n 24.47 1.10 4.1 43.2 JpnSmCo nr 17.78 0.50 0.1 7.8 SrsIntlGrw 18.05 0.58 1.5 46.7 EmgMkt Inst 63.62 2.95 5.3 21.7
GblMacAbR 8.81 0.05 1.0 10.4 FIDSerTresIndxFd 10.00 0.00 0.0 NS TotalBdA p 11.23 -0.02 -0.6 18.6 FF2025 n 15.91 0.46 3.0 33.2 AstMgr30R n 12.51 0.19 1.2 24.7 LargeCap n 36.75 1.82 4.8 38.3 SrsIntlSmCp 20.68 0.47 0.7 33.2 First Eagle Funds:
IncBos 5.61 0.05 1.1 17.7 FIDZroExtMktIx n 12.73 0.81 10.5 NS Fidelity Advisor C: FF2025A p 14.69 0.42 2.9 33.2 Balanc n 29.24 1.14 3.4 51.4 LCapCrEIdx n 19.90 0.95 4.8 53.9 SrsIntlVal 10.30 0.42 2.1 7.1 GlbA 61.99 1.77 1.2 20.9
LgCpVal 21.83 1.03 3.5 31.8 FIDZroLgCpIx n 13.94 0.64 3.6 NS BalancC 26.68 1.02 3.3 46.3 FF2030 n 19.93 0.64 3.4 35.8 BalancedK 29.24 1.14 3.4 51.7 LCapGrEIdx n 29.44 1.51 5.6 81.8 SrsSmCapDiscRet 13.44 0.79 8.2 38.1 Gold p 24.25 -0.05 -3.8 49.3
NatlMuniInc 10.48 0.01 0.9 19.5 Flex 500 Index 16.58 0.74 3.6 55.6 GrOppC p 129.80 9.54 10.0 187.5 FF2035 n 17.28 0.70 4.3 39.6 BluCh n 177.50 12.51 8.8 134.6 LevCoSt n 44.34 3.33 8.0 56.6 STBF n 8.78 0.00 0.1 9.7 OverseasA 25.72 0.39 0.6 13.8
Eaton Vance Funds: FlexIntIdx 13.48 0.49 3.9 20.5 NwInsghtC t 31.28 1.51 4.0 52.3 FF2035A t 15.99 0.64 4.1 40.1 BluChpGr K6 26.35 1.87 8.9 132.2 LgCpVHIdx n 14.73 0.72 4.7 28.5 StkSelSmCp n 34.01 2.87 11.2 64.8 US Val A t 19.17 0.79 1.8 21.9
ParTxMgdEmgMktIn 51.72 1.75 3.6 2.3 FlexUSBdIdx 10.74 -0.04 -1.1 17.2 StrInC t 12.64 0.10 0.6 13.6 FF2040 n 12.32 0.55 4.9 41.8 BluChpGrK 178.05 12.55 8.8 135.3 LmtTrmMuniIncm n 10.90 0.00 0.4 9.8 StkSlcACap n 59.67 3.17 5.0 58.7 US Val I r 19.54 0.80 1.8 22.9
Edgewood Growth Instituti: Freedom2060K 14.75 0.66 4.8 42.3 Fidelity Advisor Fun: FF2040A p 17.45 0.79 4.7 42.4 CALmtTrmTFB n 10.90 0.01 0.3 9.3 LowP nr 51.31 1.91 5.5 30.8 StratDivInc n 16.75 0.58 3.4 38.5 FMI Funds:
EdgewoodGrInst 54.55 3.47 5.4 100.2 GlexUSIdxInstPre n 15.15 0.56 4.0 20.5 IntlGrwZ 18.83 0.59 1.3 42.3 FF2045 n 14.10 0.63 4.8 41.8 CAMun n 13.53 0.02 0.8 16.1 LowPriStkK r 51.25 1.91 5.5 31.1 StrDivIncI 16.70 0.58 3.4 38.4 IntlInvst n 33.31 1.37 2.9 11.7
GrowthCompanyK6 20.89 1.39 8.6 NS Fidelity Advisor I: FF2050 n 14.21 0.64 4.9 41.9 Canad nr 54.95 2.36 2.5 20.5 LowPriStkK6 13.73 0.51 5.7 31.9 TaxFrB nr 12.27 0.02 1.2 18.5 LgCapInvst n 19.60 0.71 0.5 32.0
F HighIncome C 8.73
InflPrBdIndInsPr n 11.05
0.06
-0.03
0.4
0.1
NS
19.9
BalancI
BiotechI
27.51
39.63
1.06
3.02
3.3
8.8
50.7
69.6
FrdmBlen2025 K6
Free2045L
11.84
13.84
0.34
0.63
2.9
4.7
NS
43.5
CapAp n
CapDevO n
44.40
17.52
2.21
0.87
6.4
4.7
75.3
38.6
LtdTmBdFd n
MagellanK
11.95
13.25
0.00
0.62
-0.1
1.6
12.5
59.9
TotalBond n
TotalBond K6
11.22
10.45
-0.03
-0.02
-0.7
-0.6
19.6
20.1
FPA Funds:
FPACres n 37.68 1.78 4.8 31.0
Fairholme: IntlIdxInstPrem n 46.45 1.39 1.8 17.0 ConsvIncmMuni I 10.06 0.00 0.0 4.4 Free2050I 13.83 0.63 4.7 43.5 ChinaReg n 62.96 3.53 13.1 81.7 Magin n 13.26 0.61 1.6 59.5 Trend n 153.48 4.66 1.2 92.8 NwInc n 10.03 0.00 0.3 9.1
Fairholme n 32.83 3.98 12.7 75.2 IntlIndex n 11.83 0.45 4.0 NS DivIntl 30.29 1.16 2.2 35.9 Free2055 n 16.32 0.74 4.8 41.9 CnvSc n 43.47 2.53 8.7 98.9 MAMun n 12.72 0.01 0.7 14.9 Utility n 28.03 0.83 2.0 36.5 Franklin A1:
FAM Value: IntrTresBdIxPrem n 11.57 -0.06 -1.2 19.2 EqGrI 19.09 0.99 6.5 101.1 Free2060InstPrem 15.64 0.62 3.8 42.6 Contra n 17.39 0.81 3.7 70.5 Manager40 n 13.47 0.29 1.8 28.8 Value n 12.93 0.83 7.9 32.8 AZ TF A1 p 11.13 0.01 0.5 14.7
FAMValue n 85.21 4.44 2.4 35.0 LgCpGwId InstPre n 24.79 1.19 4.3 92.6 FAInvGrdI 8.49 -0.02 -1.0 20.1 Free2060Investor 15.63 0.62 3.8 42.4 ContraK 17.43 0.82 3.7 71.0 Manager60 n 15.25 0.49 2.8 35.4 ValueDisc n 33.26 1.19 3.4 28.2 CA TF A1 p 7.86 0.02 0.8 18.5
Federated Hermes A: LgCpVlIdxIstPrem n 13.77 0.62 3.8 26.9 FAJpFdClI 20.63 0.90 3.0 38.6 Freedom2010 K 16.56 0.27 1.7 25.2 CorpBd n 12.77 -0.05 -1.5 23.0 McpVl n 24.19 1.16 5.6 12.0 ValueK 12.94 0.83 7.9 33.2 CAHY A1 p 11.47 0.02 1.4 19.4
EqIncA p 23.81 1.18 2.8 18.9 LTTrsBdIdxInstPr n 15.00 -0.38 -5.8 30.5 FF2030 16.15 0.53 3.3 37.1 Freedom2015 K 13.76 0.29 2.2 28.4 CpInc nr 10.99 0.24 2.8 27.2 MegaCpStk n 16.90 0.91 4.9 46.4 Wrldw n 35.78 2.26 4.5 66.9 CAInt A1 p 12.24 0.01 0.5 11.8
FdShInToRetA 10.75 0.01 0.1 10.8 MidCpInxInstPrem n 28.45 1.51 5.3 49.3 FF2040 17.60 0.80 4.7 43.5 Freedom2015 K6 13.72 0.29 2.2 28.7 DisEq n 53.29 2.82 2.6 61.3 MidCap n 39.16 2.14 5.4 38.9 Fidelity SAI: Fed TF A1 p 12.39 0.01 0.9 16.0
FedMunULA pn 10.06 0.00 0.1 3.8 MidCpValIndex n 23.04 1.15 5.0 NS FltRatel 9.37 0.03 1.5 11.0 Freedom2020 K 17.59 0.45 2.6 31.3 DivGrowK 32.33 1.50 4.4 29.8 MidCapEnIdx nr 18.26 1.00 6.4 41.3 FidSAIEmgMktIndx 18.01 0.86 8.4 25.8 FedInt A1 p 12.42 0.01 0.5 11.9
KaufmannA p 7.81 0.60 8.8 87.3 NewMkt I 14.99 0.11 -0.4 NS GrOppI 170.88 12.59 10.1 196.4 Freedom2020K6 17.54 0.45 2.6 31.7 DivGth n 32.38 1.50 4.4 29.4 MidCapStkK r 39.18 2.14 5.4 39.3 FidSAIIntlIndxFd 13.31 0.40 1.8 17.0 HiInc A1 1.89 0.01 0.9 19.3
KaufmnLCA p 35.30 NA NA NA OTCK6Port 18.38 1.14 7.2 NS HiIncAdvI 11.50 0.26 2.8 24.9 Freedom2025 K 15.88 0.46 3.0 33.5 DivIntl n 48.68 1.87 2.1 34.7 MIMun n 12.83 0.00 0.7 16.6 IntlValIdx 9.18 0.33 3.6 -1.5 HY TF A1 p 10.49 0.02 1.7 19.5
KaufmnSCA p 69.59 NA NA NA RealEstIdxInst n 15.08 0.55 3.9 20.2 HthCarI r 73.46 2.31 5.2 71.8 Freedom2025K6 15.85 0.46 3.0 33.9 DivIntl K6 14.04 0.54 2.2 35.6 MNMun n 12.21 0.01 0.4 15.2 LowDurationInc 10.01 0.00 0.0 NS IncomeA1 p 2.33 0.05 2.2 18.0
MunStkAdvA p 14.33 0.33 2.0 20.3 SAIRealEstIndxFd 10.77 0.39 3.9 20.6 IntlGr 18.80 0.59 1.3 41.7 Freedom2030 K 19.91 0.64 3.4 36.1 DivIntlK r 48.58 1.87 2.1 35.2 MtgSec n 11.59 0.00 0.2 13.5 Muni Inc 10.94 0.01 1.1 NS MIInsTF A1 p 12.04 0.00 0.6 16.1
StrValDivA p p 5.14 0.17 2.8 8.6 SAIUSLgCpIndxFd 20.34 0.91 3.6 55.3 IntlSmCp 32.01 1.24 3.8 16.0 Freedom2030K6 19.87 0.65 3.4 36.7 DivStkO n 33.69 1.77 5.2 60.1 MuniInc n 13.73 0.02 1.2 18.1 SAIEmgMktLoVolIx 10.88 0.34 2.8 NS MNInsTF A1 p 12.87 0.01 0.3 14.8

CONFERENCE CALL CALENDAR

International Flavors & Fragrances February 11 10:00AM Q4

Earnings - Related Interpublic of Companies February 10 8:30AM Q4
Company Date Time Earnings-Related Period Iqvia Holdings February 10 9:00AM Q4
Akamai Technologies February 9 4:30PM Q4 Jack Henry & Associates February 9 8:45AM Q2
Bio Rad Laboratories February 11 6:00PM Q4 Jacobs Engineering February 9 10:00AM Q1
Borgwarner February 11 9:30AM Q4 Kimco Realty February 11 8:30AM Q4
CDW February 10 8:30AM Q4 Kraft Heinz February 11 9:00AM Q4
Centene February 9 8:30AM Q4 Laboratory Corporation of America February 11 9:00AM Q4
Cerner February 10 4:30PM Q4 Leggett & Platt February 9 8:30AM Q4
Cincinnati Financial February 11 11:00AM Q4 Loews February 8 10:00AM Q4
Cisco Systems February 9 4:30PM Q2 Lumen Technologies February 10 5:00PM Q4
CME February 10 8:30AM Q4 Martin Marietta Materials February 9 11:00AM Q4
Coca-Cola February 10 8:30AM Q4 Masco February 9 8:00AM Q4
Digital Realty Trust February 11 5:30PM Q4 MGM Resorts International February 10 5:00PM Q4
Dominion Energy February 12 10:00AM Q4 Mohawk Industries February 12 11:00AM Q4
Duke Energy February 11 10:00AM Q4 Molson Coors Beverage February 11 11:00AM Q4
DuPont de Nemours February 9 8:00AM Q4 Moody's February 12 11:30AM Q4
Enphase Energy February 9 4:30PM Q4 Newell Brands February 12 8:30AM Q4
Equinix February 10 5:30PM Q4 Paycom Software February 10 5:00PM Q4
Everest Re February 9 8:00AM Q4 Regency Centers February 12 12:00PM Q4
Expedia February 11 4:30PM Q4 S&P Global February 9 8:30AM Q4
Federal Realty Investment Trust February 12 11:00AM Q4 Sealed Air February 9 10:00AM Q4
Fidelity National Information Services February 9 8:30AM Q4 Simon Property February 8 5:00PM Q4
Fiserv February 9 5:00PM Q4 Take-Two Interactive Software February 8 4:30PM Q3
FMC February 10 9:00AM Q4 TransDigm February 9 11:00AM Q1
Fox February 9 8:30AM Q2 Trimble February 10 5:00PM Q4
Gartner February 9 8:00AM Q4 Twitter February 9 6:00PM Q4
General Motors February 10 10:00AM Q4 Tyson Foods February 11 8:00AM Q1
Global Payments February 8 8:00AM Q4 UDR February 10 1:00PM Q4
HanesBrands February 9 8:30AM Q4 Under Armour February 10 8:30AM Q4
Hasbro February 8 8:30AM Q4 Verisign February 11 4:30PM Q4
Healthpeak Properties February 10 12:00PM Q4 Welltower February 10 9:00AM Q4
Huntington Ingalls Industries February 11 9:00AM Q4 Western Union February 10 4:30PM Q4
Illumina February 11 5:00PM Q4 Willis Towers Watson February 9 9:00AM Q4
Incyte February 9 8:00AM Q4 Source: CCBN, www.ccbn.com
M30 BARRON’S February 8, 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.
MO TF A1 p 12.04 0.02 0.5 15.1 EmgMkts r 37.07 NA NA NA DivrsDiv n 20.27 0.57 1.6 20.9 FlxBnd T n 11.29 -0.02 -0.9 20.0 CoreBond 12.15 -0.04 -0.9 17.6 IntrTxFr 11.46 0.02 1.2 16.6 MFS Funds Class I: NYMunBd 11.41 0.02 1.3 15.7
NC TF A1 p 11.86 0.03 0.6 14.0 Quality 26.18 1.01 2.3 61.8 GlHltCr pn 46.57 1.72 3.4 60.0 Forty S 47.76 2.64 4.1 94.2 CorePlusBd 8.65 -0.02 -0.6 17.8 NatlTxF p 12.17 0.02 1.6 19.6 BondI 15.46 -0.04 -1.7 23.7 Nuveen Fds:
NJ TF A1 p 11.68 0.02 1.0 14.9 Goldman Sachs A: Tech n 72.19 4.53 6.9 102.6 GlbEqIncA 6.73 NA NA NA EmMktEq I 47.87 2.95 9.5 60.7 ShtDurIncm 4.22 0.01 0.5 10.8 ConAllI 17.90 0.29 1.0 29.5 RealEst 19.33 0.66 3.1 26.6
NY TF A1 p 11.44 0.01 0.7 14.7 CapGr 29.39 NA NA NA Invesco Funds A: GlbResch T nr 100.40 4.81 3.0 48.6 EqInc 20.08 0.78 1.9 29.5 ShtDurTxF p 15.97 0.00 0.5 8.5 Growth I 167.76 9.15 3.7 87.6
OHInsTF A1 p 13.21
OR TF A1 p 11.98
0.00 0.4 15.1
0.01 0.4 14.3
HYMuni p
Muni
10.65
16.85
0.04
0.03
2.5 24.5
1.5 16.5
500InxA p
ActiveAllA
41.39
15.32
1.84
0.63
3.6
4.2
53.0
31.7
GblResh Inst
GlbSel T n
65.53
18.22
3.16
0.88
3.0
4.0
49.1
38.7
EqIndx
GrAdv r
59.11
33.26
2.63
1.74
3.6
5.6
54.6
115.2
TotRet
Lord Abbett I:
10.68 NA NA NA IntNwDI
MCapI
38.24
30.94
0.97
1.54
0.9
2.7
22.0
91.5 O
PA TF A1 p 10.09 0.01 0.6 13.2 Goldman Sachs Inst: AMTFrNY p 12.16 0.04 1.4 23.8 GlLifeSci T nr 73.06 2.65 2.9 69.1 GvBd 11.17 -0.04 -0.8 15.4 BdDebentr 8.47 0.10 1.6 20.3 MCpValI 27.33 1.24 4.2 29.3 Oak Associates Funds:
US Gov A1 p 6.06 0.00 -0.1 10.2 CoreFix 11.14 -0.04 -1.1 20.2 BalancedRiskAllA 11.45 0.23 2.2 21.5 GlTech T nr 56.92 3.34 6.3 128.9 HighYld 7.21 0.06 1.6 15.2 DevlpGro 44.82 4.18 15.0 182.0 MIGI p 39.77 1.84 2.5 77.3 RedOakTec n 39.60 1.94 5.4 79.1
Utils A1 p 19.74 0.44 0.3 38.2 EmgMEq 33.20 1.82 9.9 42.9 CapApprA p 76.57 4.87 4.3 80.7 Grw&Inc T n 66.26 2.44 2.7 41.9 IntlEqIndx 19.34 0.63 1.4 11.7 FloatRt 8.39 0.03 1.5 6.4 MITI 35.62 1.41 3.1 48.5 Oakmark Funds Invest:
Franklin Templeton: Gr 42.33 NA NA NA Chart 18.23 0.60 3.2 36.9 MdCpVal T n 16.24 0.69 3.2 18.7 IntmdTFBd 11.37 0.02 0.7 15.0 HiYld 7.56 0.09 1.9 17.3 ReInT t 23.38 0.82 1.9 27.6 EqtyInc nr 32.04 NA NA NA
TgtGro A p 20.16 0.68 2.6 34.3 HYMuni 10.65 0.04 2.5 25.6 CmstA 25.50 1.29 5.2 16.3 Resh T n 66.11 3.37 3.0 80.2 InvConGw 13.67 0.22 1.4 24.4 ShtDurInc p 4.22 0.01 0.5 11.2 RetBdI 11.49 -0.03 -0.8 18.9 GlbSel nr 22.37 1.55 6.6 22.5
TgtModA p 16.46 0.42 1.8 27.9 Int 14.09 0.44 2.5 10.4 CoreBdA p 6.95 -0.02 -0.9 18.5 SCVal T n 22.57 1.46 6.3 13.6 LgCpGwth 64.06 3.66 6.5 125.4 LSVValEq : RschI 54.00 2.46 2.6 53.7 Global n 34.16 2.27 6.9 21.8
FrankTemp/Frank Adv: Muni 16.85 0.04 1.6 17.7 CpBdA 7.88 0.00 -0.7 23.9 Venture T n 108.37 6.62 7.1 72.5 MdCpGrw 54.46 3.18 5.7 107.0 LSVValEq 27.25 1.17 6.4 13.9 TotRI 20.72 0.46 1.5 28.9 Oakmark n 95.27 6.22 5.7 31.4
CA HY Adv t 11.50 0.02 1.5 19.9 ShDuTF 10.87 0.00 0.4 9.0 DevMkt 45.55 2.12 6.1 28.2 Jensen I : MdCpVal 38.29 1.84 5.1 20.4 UStdI p 31.48 1.38 4.3 44.2 OakmrkInt n 27.20 1.55 4.3 2.9
CA IntAdv
CA TF Adv t
12.28
7.84
0.01
0.01
0.5
0.8
12.2
18.9
SmCapVa 59.62
Guggenheim Funds Tru:
NA NA NA DevMktA
DiscFdA p
57.97
120.97
3.48
9.86
6.7
10.3
33.1
119.4
Jensen I
JensenQualGrJ n:
55.74 1.87 0.6 59.0 MtgBckd
ShtDurBnd
11.55
11.17
0.00
0.00
0.1
0.2
15.5
10.6 M ValueI
MFS Funds Instl:
45.97 1.70 1.9 25.8 Select n
Oberweis Funds:
50.98 3.94 6.1 13.5
CvtScAdv 30.19 1.60 6.7 99.2 MacOppFdClInstl 27.73 0.24 1.3 15.8 DisMdCpGrA 32.54 2.30 6.9 94.1 JensenQualGrJ n 55.76 1.87 0.6 57.9 SmCap 73.35 4.30 6.2 49.5 MainStay Fds A: IntlEq 30.90 0.96 0.8 29.5 IntlOppInst 17.44 1.09 2.9 56.9
Dynat Adv 156.67 11.13 8.2 132.5 TotRtnBdFdClInst 29.38 -0.02 -0.8 21.8 DivIncm p 23.36 0.48 1.8 16.9 John Hancock: SmCapGrw 31.86 2.43 9.0 130.1 ConvtA 24.27 NA NA NA Mondrian: Old Westbury Fds:
Fed TF Adv 12.40 0.01 0.9 16.4 TotRtnBondFdClA 29.36 -0.01 -0.8 20.7 DivrsDiv p 20.27 0.57 1.6 20.6 500Index1 44.62 1.99 3.6 54.2 SR2030 I 21.14 0.59 2.3 29.3 HiYldBdA 5.65 NA NA NA IntlValEq n 13.95 0.46 2.8 1.7 AlCpCore n 22.59 1.16 2.4 60.9
FedIntAdv 12.45 0.00 0.5 12.3 GuideMark Funds: EqIncA 11.31 0.45 3.2 23.3 BondI 16.64 -0.03 -0.6 19.8 TxAwEq 42.29 2.16 3.9 62.4 IncBldr 20.60 NA NA NA Morgan Stanley Fds A: FixInc pn 11.55 -0.01 -0.4 13.8
GrOpAdv p 61.57 3.67 4.4 97.7 LgCpCorServ pn 26.28 1.24 5.3 57.2 EqInvA 15.68 0.70 4.5 31.0 BondR6 16.67 -0.02 -0.6 20.2 USEquity 19.81 0.91 4.0 63.4 LgCpGrA p 12.40 NA NA NA InsightA p 93.49 10.02 15.7 265.4 LrgCpStr n 17.94 0.91 4.7 39.0
Growth Adv t 141.04 7.34 3.8 73.7 GuideStone Funds: EqWtdA p 69.72 3.14 3.8 40.3 CapApprNAV 21.88 1.46 6.0 112.6 USLgCpCorPls 24.69 1.30 2.8 57.0 TxFrBdA 10.78 NA NA NA Morgan Stanley Fds I: MuniBd pn 12.57 0.00 0.2 11.9
HY TF Adv 10.54 0.03 1.8 19.9 AggrAllGS4 n 13.45 NA NA NA GblAllocA 22.51 0.82 3.9 26.0 ClassicVal I 33.22 2.07 5.6 8.9 USRechEnhEq 33.09 1.47 4.0 57.3 MainStay Fds I: FxInOpp I 5.88 NA NA NA OWstbryNYMuBndFdn 10.62 0.01 0.3 NS
IncomeAdv 2.31 0.05 2.2 18.6 BalAllGS4 n 13.03 NA NA NA GblStrIncmA p 3.79 0.01 0.0 8.9 DispVal I 21.62 1.04 4.2 19.0 ValAdv 37.12 1.83 4.5 20.8 EpochGlb r 18.44 NA NA NA Insight I 106.35 11.40 15.7 268.5 Sm&MdCapStrategi n 19.60 1.00 6.4 43.9
RisDv Adv r 80.77 2.53 0.8 47.7 EqindxGS2 42.15 NA NA NA GlbOppA p 86.22 4.42 10.3 53.2 DispValMdCpR6 24.33 1.35 4.4 25.4 JPMorgan Inst Class: MacKaySTMuni 9.76 0.01 0.4 7.4 Morgan Stanley Inst: Optimum Funds Inst:
SmCpGrAdv p 33.56 2.49 10.4 103.6 EqIndxGS4 n 42.16 NA NA NA Glcoreeq p 15.01 0.62 2.7 22.6 DispValR6 21.66 1.04 4.2 19.4 ValAdv L 37.14 1.83 4.5 21.4 S&P500Idx 50.82 NA NA NA CapGrI 101.07 8.27 10.5 203.9 Fixed Inc 9.93 -0.01 -0.7 17.8
SmCpValAdv t 57.34 3.27 7.3 30.5 GrAllGS4 n 13.56 NA NA NA GlGr 35.96 2.15 5.5 42.5 GblShrhYldI 11.28 0.33 1.6 13.3 JPMorgan R Class: S&P500IdxA 49.91 NA NA NA CapGrP p 94.23 7.70 10.5 201.5 Intl Eqty 15.31 0.68 4.4 20.7
StrInc Adv p 9.56 0.05 0.6 11.8 GrEqGS2 31.38 NA NA NA GlHltCr 46.56 1.72 3.4 60.0 IntlGrwI 39.20 1.81 6.7 45.9 CoreBond 12.17 -0.04 -0.9 18.2 TRBd 11.37 NA NA NA CorPlusFxdIncI 11.67 NA NA NA LgCpGrwth 25.55 1.29 3.3 76.8
USGovAdv p 6.08 0.00 -0.1 10.7 GrEqGS4 n 31.02 NA NA NA GrIncA 24.12 1.29 4.6 16.2 MdCpIdxI 22.93 1.27 7.5 39.0 CorePlusBd 8.66 -0.02 -0.5 18.0 Mairs&Power: Discovery I 51.57 4.61 19.3 343.4 LgCpVal 18.43 0.75 3.1 24.5
Utils Adv 19.92 0.44 0.3 38.8 IntEqGS2 14.94 NA NA NA GrowAlloc p 16.43 0.64 4.0 29.7 Science&TechI 45.03 2.87 7.5 125.0 HighYld r 7.21 0.06 1.6 15.7 MairsPwrBal n 107.83 3.27 2.5 35.6 DiscoveryA p p 39.51 3.53 19.3 340.0 SmCpGrwth 21.44 1.74 10.4 111.7
FrankTemp/Franklin A: LowDurGS2 13.65 NA NA NA Hyld 4.02 0.02 1.2 14.8 TotalStkMktIdxI 27.59 1.37 5.1 57.5 LimDurBd 10.22 0.01 0.3 9.3 MairsPwrGr n 142.14 7.24 4.5 54.2 GloFranI t 31.17 0.77 -0.1 46.6 SmCpVal 14.81 0.87 9.7 19.9
BAL A t 12.83 0.29 1.7 25.0 MedDurGS2 15.50 NA NA NA HYMuA 10.35 0.03 2.2 18.9 VolGrw1 12.43 0.41 3.3 14.6 MtgBckd 11.55 0.01 0.1 16.2 Marsico Funds: IntlEqI 16.18 0.41 -0.1 17.4 Osterweis Strat Income:
BalInv p 33.45 1.50 4.5 13.2 ValEqGS2 19.98 NA NA NA IntlBdA p 5.78 -0.01 -1.0 7.9 John Hancock Class 1: ShtDurBnd 11.17 0.00 0.2 11.1 Focus pn 26.80 1.68 4.2 100.9 MorganStanleyPathway: OsterweisStrInc n 11.40 0.07 0.4 14.4
BioDis A p 187.64 15.71 9.5 62.0 IntlDivA 23.10 0.91 3.1 31.1 BlueChipGrw 58.59 3.34 4.6 78.6 SmCpEqR5 73.58 4.31 6.2 50.3 Mass Mutual: CoreFxIcm n 8.47 -0.01 -0.9 19.5
CoreAll A p
CvtSc A p
22.60
30.18
1.02
1.59
3.1
6.6
41.9
97.6 H IntlGrow
IntlGrowA p
33.66
48.36
1.42
1.95
4.0
2.4
27.7
29.3
CapAppr
LSAggr
21.78
16.97
1.46
0.87
6.0
5.6
112.4
42.7
SmCpVal
USEqR5
30.21
19.86
2.22
0.92
12.1
4.0
27.6
64.1
SelBluChipGroClI 31.16
MassMutual Premier:
1.68 3.8 77.5 EmgMkt n
LgCapEq n
18.27
23.88
0.86
1.11
7.6
3.4
16.9
51.2 PQ
DynaTech A p 151.11 10.72 8.1 130.7 Harbor Funds: IntlSmCoA 55.68 1.48 0.5 39.4 LSBalncd 15.80 0.50 3.2 32.9 USRechEnhEq 33.04 1.46 3.9 57.7 CoreBdI 11.21 -0.02 -0.4 19.7 Sm-MdCapEq nr 22.68 1.39 7.7 52.1
EqIn A p 27.75 1.03 1.6 30.6 LSConserv 13.72 0.15 0.7 20.5 JPMorgan R5 Class: Munder Funds: PACE Funds Cl P:
Bond 12.24 -0.02 -0.6 18.1 IntTMIA p 11.59 0.02 1.2 14.2 MassMutual Select: IntlEqty P 17.53 0.53 2.4 17.4
FlRtDA A p 7.56 0.00 0.9 -1.0 CapApInst 110.29 7.30 5.8 109.8 InvescoFd p 26.82 0.40 -4.2 76.8 LSGwth 16.52 0.69 4.4 38.0 SR2020 R5 18.77 0.30 1.3 23.4 BlackRockGlAllCi 12.91 0.38 2.5 33.7 MndrIntlSmCpInv r 16.67 NA NA NA
FoundFAlA p 13.61 0.26 0.9 9.9 LSModer 14.33 0.30 1.8 26.3 SR2030 R5 21.21 0.59 2.3 29.7 Munder Funds Cl Y: LgGrEqty P 28.02 NA NA NA
CapApInv pn 103.95 6.87 5.8 107.5 InvGloblFdA 120.20 6.64 4.0 50.0 BlChpGrR5 31.09 1.68 3.8 77.0 LgVEqty P 21.90 1.02 4.3 14.4
FrkIntlGrthA 21.89 0.84 1.8 56.4 LmtdTrmMunInc p 11.60 0.01 0.5 9.7 MidCapStock 28.32 1.92 8.3 135.1 SR2040 R5 24.46 0.97 4.1 35.9 IdxEqI 19.19 0.85 3.6 55.0 MndrSCVClY p 38.82 NA NA NA
FSmCoSer r 24.14 0.97 4.8 13.6 IntlGr r 23.38 0.96 4.9 52.0 Mutual Series: StraFxd P 14.35 -0.03 -0.8 19.5
IntlInst r 45.10 1.77 2.4 13.7 MnStFndA 55.07 1.83 3.2 46.0 RetCho2015 11.74 0.09 0.2 18.4 SRIncome R5 17.66 0.29 1.3 22.4 IndxEqR4 n 18.56 0.82 3.5 52.7
GoldPrM A p 23.88 0.55 -4.9 78.7 RetCho2025 12.76 0.17 0.6 24.5 JPMorgan Select Cls: BeacnZ n 16.68 0.38 1.2 22.3 Pacific Life Funds:
LgCpValue 20.21 0.98 5.1 45.6 MnStOpA p 24.40 1.28 5.3 52.1 MCGrEqIII 29.51 1.51 4.5 67.3 PortOptModAggClA p 15.24 NA NA NA
GrOp A p 55.89 3.33 4.3 96.3 MnStSmCpA p 28.75 1.30 4.5 34.2 RetCho2030 13.92 0.29 1.2 29.7 SmCpGrL 33.14 2.52 9.0 131.1 MCpGrEqIIS 29.13 1.49 4.4 66.8 GlbDiscA 28.84 0.77 2.6 9.6
Growth A p 140.58 7.31 3.8 72.4 SmCpGwth 19.30 1.53 7.3 90.3 GlbDiscz n 29.52 0.79 2.6 10.4 PortOptModClA r 14.21 NA NA NA
SmCpValInst 41.89 2.10 6.6 35.1 ModInvA 12.33 0.39 3.2 29.3 RetCho2035 14.70 0.41 2.2 33.6 PIMCITRetI 10.24 -0.02 -0.8 20.1
LwDuToRt A
RisDv A p
9.64
80.85
0.00
2.53
0.3
0.8
8.6
46.6 Harding Loevner:
EmgMktsAdv n 71.51 3.89 6.8 22.0
MunInA 13.91
QualityIncomeA 11.91
0.02
-0.02
1.4
0.3
16.8
13.4
RetCho2040R4 15.06
RetCho2045 15.40
0.48
0.54
2.7
3.1
35.6
37.1
L Matthews Asian Funds:
AsiaDivInv nr 23.90 0.85 5.6 34.4
QuestA t
QuestZ n
13.17
13.39
0.16
0.16
0.6 3.0
0.6 3.7
Palmer Square:
Income Plus 10.08 0.01 0.4 10.4
SmCpGr A p 30.22 2.24 10.4 102.2 RetCho2050R4 13.77 0.49 3.1 37.5 SharesZ n 26.04 0.70 2.8 11.3 Parnassus Fds:
IntlEq 28.99 0.78 2.0 33.0 RchHiYldMuniA 8.14 0.04 2.5 34.9 Laudus Funds: AsiaGroInv nr 44.42 3.49 12.6 72.9 ParnEqFd n 54.91 2.14 2.3 63.7
SmCpVal A p 54.01 3.08 7.3 29.6 RealEst p 18.58 0.61 2.6 19.9 RetLiv2025 11.29 0.34 2.6 33.8 USLgCpGr nr 30.23 1.63 3.5 87.4 Asian G&I Inv nr 19.08 0.69 5.7 28.8
SmMCpGrA p 50.29
StrInc A p 9.54
3.40
0.04
7.4
0.5
111.3
10.8
Hartford Funds A:
BalIncA 15.60 0.27 0.0 24.0 RisingDivA
RochAMTFrMuni 7.96
23.14 0.70
0.02
1.2
1.5
40.6
31.5
RetLiv2030
RetLiv2035
11.85
12.49
0.42
0.51
3.3
4.1
37.4
40.3
Lazard Instl: AsiaInnovInv n 31.09 2.59 16.4 124.0 N Parnsus n
Pax World Fds:
63.93 3.64 4.1 59.1

TgtCon A p 15.09 0.26 0.9 20.6 CapAppA p 44.31 2.35 3.1 54.7 EmgMktEq 18.78 0.68 4.1 -2.5 ChinaInv n 30.97 1.74 14.7 60.2 SustAll Inv n 27.03 0.69 NA NA
Chks&Bal p 10.34 0.32 1.8 37.4 RochCAMuni 9.26 0.01 1.1 26.4 RetLiv2040 12.82 0.58 4.7 43.0 GlbLstInfr 14.59 0.44 -0.4 19.8 DLStrIncmR 30.92 1.74 14.8 61.0 Nationwide Fds R6:
TtlRtn A p 10.14 -0.02 -0.7 15.6 RetLiv2045 12.67 0.61 5.1 44.3 BdIdxR6 11.68 NA NA NA Paydenfunds:
DiscpEqA p 42.35 1.85 3.1 59.0 RochLmtTrNYMuni p 3.08 0.00 0.6 23.0 IntlEq 20.15 0.58 0.6 14.7 IndiaInv nr 27.48 2.07 4.5 12.0 CoreBd n 11.05 -0.02 -0.7 15.6
FrankTemp/Franklin C: RochPAMuni 11.61 0.03 1.4 33.4 John Hancock Funds A: IntStrtEq r 17.01 0.63 1.1 20.7 JapanInv nr 25.32 0.56 0.2 29.7 IntIdxR6 8.60 NA NA NA
CA TF C t 7.84 0.01 0.7 16.7 DivGth A p 28.37 1.23 3.0 36.6 HiInc n 6.83 0.05 1.5 23.6
EmrgMktEqAdv t 22.23 1.18 9.5 34.9 RoMu A p 17.44 0.05 2.0 33.3 BalA 24.90 0.59 2.2 37.4 USEQ Concen Inst 18.67 0.91 3.4 39.0 PacTigerInv nr 38.55 2.22 10.3 39.7 MidCapIdxR6 18.22 NA NA NA
DynaTech C p 123.67 8.76 8.0 125.6 Nationwide Fds Serv: LowDur n 10.20 0.00 0.3 9.1
EqInc t 20.27 0.71 1.8 26.5 SenFltRtA 6.87 -0.01 1.4 -2.6 BondA p 16.64 -0.02 -0.6 18.8 Lazard Open: MergerFundThe pn: LtdMat n 9.54 0.01 0.2 7.0
Fed TF C t 12.38 0.01 0.9 14.1 ShortTerm p 8.69 0.01 0.3 9.5 DispVal 22.42 1.08 4.2 18.1 IDAggr p 9.95 NA NA NA
Growth C t 125.62 6.51 3.7 68.6 FltRateA t 8.38 0.02 1.3 9.0 IntlStrEq n 17.16 0.63 1.0 19.8 MergerFundThe pn 17.68 NA NA NA Pear Tree:
GrOppty t 58.38 3.72 5.4 117.2 SmCpEq p 16.66 1.24 11.3 53.3 DispValMdCp 23.28 1.29 4.3 24.1 Legg Mason A: Meridian Funds: IDMod p 10.05 NA NA NA
Income C t 2.37 0.05 2.5 16.4 IDModAggr p 10.16 NA NA NA ForeignVal I r 23.27 1.02 4.3 8.9
GrowAllA p 14.48 0.56 3.6 32.9 SmCpGr 52.74 3.99 10.4 95.9 FunLgCpCorA p 63.38 3.65 6.0 50.4 GrowFdClA 17.35 NA NA NA Growth n 51.50 2.66 7.2 60.4 PearValR6 11.93 0.52 4.3 9.2
RisDv C t 79.28 2.47 0.7 43.4 SmCpValA t 17.28 1.39 9.2 20.7 InvGrBdA 11.09 -0.03 -0.7 17.7 Natixis Funds:
Utils C t 19.61 0.43 0.3 36.2 Hlthcare 42.70 1.05 4.2 63.9 Legg Mason I: Value n 45.38 2.98 8.9 55.1 Perm Port Funds:
IntOppA p 20.30 0.94 3.3 25.7 SP IncomeA 3.44 0.17 13.9 -15.0 IntlGrw 39.09 1.80 6.6 44.6 IntlGrTrI 69.20 NA NA NA Metropolitan West: InvGradeBdA p 11.59 0.01 -0.3 19.9
FrankTemp/Franklin R: InvGradeBdY 11.60 0.01 -0.3 20.8 Permanent n 47.26 1.11 2.9 35.1
MidCap A p 35.73 2.03 5.2 60.5 Tech p 72.49 4.55 6.8 102.1 LifeAggr 17.06 0.87 5.6 41.1 OpporTrI 51.82 4.59 18.5 106.5 HiYldBdI 10.71 0.04 0.8 25.7 PGIM Funds Cl A:
FrkDynTchR6 158.49 11.26 8.2 133.2 LifeBal 15.92 0.50 3.1 31.5 LSGrowthY 23.80 1.18 2.9 72.2
FrkGrthOppR6 62.60 3.73 4.4 98.4 Muti-AstIncGw 21.29 NA NA NA Invesco Funds C: Longleaf Partners: IntmBdI 10.89 0.00 -0.1 16.7 2020FcA 18.62 1.19 6.3 66.9
ShtDur 10.11 0.00 0.3 10.7 EqWtdC 66.42 2.99 3.7 37.2 LifeConsv 13.75 0.15 0.7 19.3 Intl n 17.74 0.68 2.1 11.9 LowDurBdI 8.93 0.01 0.3 9.9 USEqOppsA 40.54 2.36 3.8 53.4
FrkGrthR6 140.90 7.33 3.8 74.2 Neuberger Berman Fds: Balanced 17.73 NA NA NA
TotRBdA p 11.12 -0.02 -0.8 19.0 RchHiYldMunC 8.10 0.03 2.3 32.3 LifeGrw 16.61 0.69 4.4 36.5 Partners n 23.17 0.83 6.6 10.9 TotRetBd n 11.09 -0.03 -0.7 19.3 HighYield 5.57 0.05 1.6 22.0
FrkIncR6 2.32 0.06 2.7 19.3 LifeMod 14.42 0.31 1.8 25.0 EmgMktInst 25.12 1.30 8.2 19.8
FrkRisDivR6 80.77 2.53 0.9 48.1 Hartford Funds C: SenFltRtC 6.88 -0.01 1.5 -4.8 Sm-Cap n 25.74 0.71 7.9 26.3 TotRetBdI 11.08 -0.03 -0.8 20.0 JennBlend 25.94 1.67 7.6 60.7
Bal IncC 15.35 0.27 -0.1 21.3 TEHYC 10.31 0.03 2.1 16.3 StrIncA p 6.78 0.03 -0.1 14.7 Loomis Sayles Fds: TRBdPlan 10.39 -0.03 -0.8 20.2 EqIncInst 13.65 0.41 2.6 24.2
FrkSmCpGrR6 34.27 2.55 10.4 104.6 GenesInst 75.44 4.76 7.3 66.0 JennGrowth 62.43 4.16 6.0 110.5
FrkTotRtnR6 10.21 -0.02 -0.7 16.8 Hartford Funds I: Invesco Funds Instl: USGlobLdrs 64.55 3.11 2.7 91.0 HiInc 6.23 0.06 1.5 12.3 UnconstrBdI 12.06 0.03 0.6 13.4 JennHealthSci 52.76 2.53 5.6 67.0
BalIncI 15.61 0.27 0.1 25.0 IntlGrow 34.38 1.45 4.0 29.0 John Hancock Instl: LSBondI 13.49 0.04 -0.4 10.1 MFS Funds Class A: HiIncBdInst 8.78 0.06 0.8 19.5
MutShrR6 26.03 0.71 2.8 11.6 IntrinsicValInst 21.87 1.50 12.1 64.1 JennMidCapGrowth 22.45 1.52 6.2 91.6
TempGlbBndR6 9.65 0.02 -0.6 -2.8 CapAppI 44.55 2.35 3.1 56.0 SmCpGr 62.81 4.75 10.4 98.0 BalancedI 24.88 0.60 2.3 38.6 LSBondR pn 13.41 0.04 -0.5 9.2 AgGrAlA p 28.81 1.14 2.8 44.0 JennSmallCompany p 25.48 1.87 9.5 57.1
DivGthI 28.21 1.22 3.0 37.7 Invesco Funds P: DispValMCI 24.34 1.35 4.4 25.0 LSCorBndA p 13.86 -0.02 -0.8 18.9 BondA p 15.48 -0.04 -1.6 22.8 LgShInst 16.75 0.51 0.8 27.4
TmpGrthR6 23.97 0.97 1.5 6.6 MidCapGroR6 21.76 1.49 8.0 87.4 JennUtility 16.29 0.39 1.9 45.1
TmpFrgnR6 7.25 0.32 3.6 1.2 EmrgMktEqInv r 22.27 1.18 9.5 35.8 Summit P pn 31.58 2.28 7.2 100.5 FunLgCpCorI 66.57 3.83 6.1 51.5 LSFixIncl 13.18 0.03 -0.2 15.6 CoEqyA 42.07 1.78 3.0 56.9 NationalMuni 15.39 0.01 0.9 15.0
EqIncI 20.14 0.72 1.9 27.6 Invesco Funds Y: IncomeI 6.77 0.03 0.0 15.9 LSStrIncA p 13.98 0.05 -0.1 7.9 ConAllA p 17.72 0.29 0.9 28.5 MultCpOptyInst 15.87 0.92 4.1 44.9
FrankTemp/Mutual A&B: StrIncInst 11.50 0.04 0.5 17.2 ShrtTermCorpBond 11.41 0.01 0.1 12.8
Beacn A 16.50 0.38 1.2 21.5 FltRateI 8.34 0.02 1.2 9.8 BalancedRiskAllY n 11.67 0.23 2.3 22.4 StratIncmOppI 11.40 0.09 0.4 14.6 SmCpGI 38.52 2.98 10.1 87.3 Growth A p 156.09 8.50 3.7 86.2 TotalReturnBond p 14.94 NA NA NA
GrowOppI t 63.15 4.03 5.5 118.9 DevMktY n 57.09 3.44 6.8 34.1 USGlbLdrsGrwI 71.37 3.44 2.8 92.4 Lord Abbett A: GlEqA 53.08 1.99 0.6 35.6 SustainableEqIns 43.29 1.48 2.6 45.7
Shares A 25.73 0.69 2.8 10.5 Neuberger Berman Inv: PGIM Funds Cl C:
FrankTemp/Temp A: InterValue 14.52 0.66 4.8 -4.5 DiscovY n 143.55 11.71 10.3 121.0 JPMorgan A Class: Affiltd p 15.59 0.64 2.3 19.5 GlTotA p 18.98 0.34 0.9 21.5 TotalReturnBond 14.92 NA NA NA
IntlAlphaInv p 17.21 0.73 4.6 44.2 EqWtdY n 70.48 3.17 3.8 41.3 CoreBond 12.16 -0.04 -0.9 16.7 BdDeb p 8.52 0.10 1.6 19.7 GrAllA p 24.65 0.81 2.2 39.8 Focus n 30.77 1.73 3.4 48.7
DvMk A p 28.18 1.52 10.9 38.7 Genes n 75.51 4.77 7.3 65.2 PGIM Funds Cl Z:
Frgn A p 7.39 0.32 3.5 -0.1 MidCap 37.38 2.12 5.2 61.7 GlblOppY n 88.25 4.52 10.3 54.3 CorePlusBd p 8.66 -0.02 -0.5 16.9 CalibrDivGr 18.03 0.67 1.0 42.6 GvScA p 10.29 -0.03 -0.7 13.9 GlobalRealEstate 23.05 0.73 1.7 23.0
MunOpptI 9.17 0.01 0.9 16.8 GloblY n 120.84 6.68 4.0 51.1 EmMktEq t 46.74 2.88 9.5 59.4 CoreFxdInc p 11.26 -0.03 -0.6 16.5 HiInA p 3.45 0.01 0.4 16.5 Guard n 24.58 1.31 4.4 79.1
GlBond A p 9.70 0.02 -0.6 -3.9 IntlEqInst r 15.07 0.43 1.1 23.6 HighYield 5.58 0.04 1.6 22.9
GlSmCo A p 11.20 0.53 5.2 23.2 StrInc 9.40 0.05 0.4 24.7 IntGrowY n 48.05 1.95 2.5 30.3 EqInc p 19.71 0.76 1.8 28.4 DevGt p 35.14 3.28 15.0 180.0 IntGrA t 43.31 1.50 2.0 37.6 JennGrowth 69.06 4.61 6.0 112.5
WorldBond 10.69 -0.01 0.1 9.7 IntlBdY n 5.78 -0.01 -1.0 8.7 EqIndx p 59.02 2.62 3.6 53.5 FloatRt p 8.38 0.02 1.3 5.6 IntlDvFdA t 24.16 0.78 2.2 31.9 LCVal n 38.69 2.18 6.3 53.6
Growth A p 23.98 0.97 1.5 5.5 MdCpGrInv n 21.53 1.47 8.0 85.9 JennHealthSci 61.02 2.94 5.6 68.5
World A p 14.46 0.62 2.3 10.3 Hartford Funds Y: IntlSmCoY n 55.25 1.47 0.5 40.4 GwthAdv p 31.84 1.67 5.6 113.6 FundlEq p 12.56 0.55 4.1 22.2 IntlIntVA t 51.35 0.81 -0.7 37.7 JennMidCapGrowth 28.20 1.91 6.3 93.3
DiscpEq 42.95 1.88 3.2 60.4 RocMuniY n 17.45 0.05 2.1 34.3 Inv Bal p 16.38 0.42 2.4 30.2 HiYldA t 7.53 0.09 1.9 16.7 IntNwDA p 37.03 0.94 0.8 21.1 Neuberger Berman Tr:
FrankTemp/Temp Adv: Genes n 75.44 4.76 7.3 64.8 TotalReturnBond 14.89 NA NA NA
Frng Adv 7.26 0.32 3.6 0.7 DivGthY 29.21 1.27 3.0 37.8 Sel40Y n 4.97 0.20 10.0 -21.2 InvCon p 13.57 0.21 1.3 23.4 HYMuniBd p 12.87 0.03 2.5 23.5 LtdMA p 6.12 0.00 0.2 10.5 PIMCO Fds Admin:
CoreBdY n 6.91 -0.02 -0.7 19.6 InvG&I p 19.00 0.65 3.3 36.8 IncomeA p 3.01 -0.01 -0.4 19.0 MCapA 28.95 1.44 2.7 90.1 GenesisFdR6 75.36 4.76 7.3 66.5
GlBondAdv p 9.65 0.01 -0.6 -3.2 IntOppY 21.35 0.99 3.4 27.0 New Covenant Funds: RealRetAd p 12.32 NA NA NA
TGlTotRAdv 9.88 0.06 -0.7 -3.3 MidCapY 45.45 2.58 5.2 62.1 IVA Funds: InvGrwt p 23.47 1.03 4.4 42.9 IntrTxFr 11.46 0.01 1.2 16.1 MCpValA p 26.61 1.20 4.1 28.3 TotRtAd p 10.50 -0.03 -0.8 16.8
Intl I r 15.51 0.31 2.0 -2.1 LgCpGwth p 62.79 3.59 6.5 123.7 MidCapStk 30.44 1.43 4.9 16.3 MIGA p 38.42 1.77 2.5 76.0 Growth n 54.17 2.56 4.5 54.3
FrankTemp/Temp B&C: Hartford HLS Fds IA: Nicholas Group: PIMCO Fds Instl:
GlBond C p 9.73 0.02 -0.7 -5.1 Balanced 32.19 0.94 2.0 33.7 WorldwideA t 16.91 0.38 2.5 6.0 MdCpGrw p 45.03 2.64 5.7 105.1 MultiAstBalOppty 13.63 0.57 4.0 38.1 MITA p 36.89 1.46 3.0 47.4 AllAsset 12.87 NA NA NA
WorldwideI r 17.00 0.38 2.5 6.7 MdCpVal p 37.80 1.82 5.1 19.4 MultiAstInc 17.18 0.52 3.0 28.1 ModAllA p 20.66 0.51 1.5 34.9 Nch II I 32.72 1.50 3.7 55.4
Frost Family of Fund: CapApp 53.60 2.80 3.4 54.6 Nich n 79.15 3.92 2.7 61.6 AllAssetAuth r 8.62 NA NA NA
FrTRInst 10.35 0.02 0.8 11.8 DiscEqui 17.95 0.79 3.2 59.6 Ivy Funds: ShrtDurBd p 11.16 0.01 0.3 9.8 ShDurTxFr 15.97 0.01 0.5 8.1 MuHiA 8.65 0.03 2.2 19.4 CommodtyRR 6.27 NA NA NA
AssetStrA p 24.26 0.81 1.3 31.0 Sm Cap p 62.15 3.64 6.2 48.3 ShtDurIncmA p 4.22 0.01 0.5 10.5 MuInA p 9.23 0.02 1.4 17.0 Northern Funds:
Div&Grwth 22.88 1.02 3.1 38.0 ActMIntlEq nr 12.60 0.50 3.2 22.4 DivInc 11.35 0.04 -0.3 19.5
G IntlOpp
MidCap
20.24
45.72
0.94
2.60
3.4
5.2
27.0
62.2
AssetStr I r
BalancedA p
24.66
26.63
0.82
0.86
1.3
2.0
32.0
38.3
SmCapGrw p 27.93
SR2020 p 18.66
2.12
0.30
8.9
1.3
128.3
22.5
TaxFr p
TotRet p
12.18
10.68
0.02
NA
1.7
NA
19.2
NA
MuLtA
NewDA t
8.46
39.09
0.01
2.33
0.7
8.1
11.8
120.5 BdIdx n
CAIntTxEx n
11.05
11.11
-0.04
0.01
-1.1
0.4
17.0
14.4
EmMktsBd
EmrgMktCur&STInv
10.80
8.14
0.06
0.05
-0.5
-0.3
17.3
1.3
SmallCo 30.44 2.48 10.9 126.5 CoreEqA t 17.67 0.95 4.4 58.9 SR2030 p 21.07 0.59 2.3 28.6 ValOpps p 20.31 1.20 5.9 36.9 ReInA p 22.54 0.78 1.9 26.7 ExtdDur 8.11 NA NA NA
Gabelli Funds: SR2040A p 24.29 0.97 4.1 34.7 Lord Abbett C: RetBdA t 11.49 -0.02 -0.8 18.4 EmMktsEqIdx nr 15.12 0.75 8.1 24.7
ABC pn 10.62 0.10 1.5 9.8 SmCpGrwth 41.61 3.37 9.1 75.4 EmgMktEqFdI 31.45 1.84 10.7 46.4 FixIn n 10.74 -0.02 -0.7 17.4 GlblBdOppUSH 10.78 NA NA NA
Stock 94.85 3.38 -0.7 47.5 HiIncA p 7.14 0.08 2.2 15.4 USEquity 19.74 0.92 4.0 62.2 BdDeb 8.54 0.10 1.6 17.4 RschA p 52.47 2.38 2.6 52.6 HiYld 9.11 0.07 0.8 19.5
Asset pn 55.91 2.60 3.4 30.9 ValAdv t 36.94 1.82 4.4 19.9 FloatRt p 8.39 0.03 1.4 3.8 TechA p 69.01 4.63 5.7 105.8 GlbREIdx nr 10.26 NA NA NA
SmCapG n 45.85 2.45 6.5 28.2 TotRetBd 11.88 -0.01 -0.8 20.3 HiIncI r 7.14 0.08 2.2 16.2 HiYFxInc n 6.82 0.05 1.2 19.3 HiYldMuniBd 9.79 0.01 1.7 23.0
UltraShBd 10.10 0.00 0.1 5.9 IntlCorEqI r 19.24 0.75 2.4 8.7 JPMorgan C Class: ShtDurIncmC t 4.24 0.00 0.2 8.2 TotRA p 20.73 0.46 1.5 27.9 IntlBdUnhedged r 10.59 -0.03 -1.2 11.5
SmCpGrwI 47.63 2.55 6.5 29.2 InvBal p 16.07 0.41 2.4 28.1 Lord Abbett F: UtilA p 22.96 0.54 1.0 39.2 HiYMuni n 9.11 0.03 2.1 17.9
Util A p 7.88 0.24 2.3 21.7 Heartland Funds: LgCpGwthA p 29.59 1.44 2.2 83.1 IntlEqIdx nr 13.70 0.41 1.8 15.7 IntlBdUSH 11.06 -0.01 -0.1 16.9
Val Inv n 47.71 3.23 10.3 33.4 LgCpGwthl r 31.72 1.54 2.3 84.8 InvConsvGr t 13.50 0.20 1.3 21.4 BdDeb 8.50 0.09 1.6 19.9 ValueA p 45.70 1.70 1.9 24.9 InvGrdCrBd 11.12 NA NA NA
GAMCO Funds: JPMorgan Funds: DevGt p 37.64 3.51 15.0 181.2 MFS Funds Class C: IntTxExpt n 10.99 0.01 0.3 14.3
GwthAAA pn 89.06 4.66 4.1 94.6 Hennessy Funds: LtdTrmI r 11.11 0.00 0.1 10.1 MidCpIdx n 22.51 1.25 7.5 40.2 LgTmRlRt 7.86 NA NA NA
FocInv 64.35 4.35 4.5 35.6 MidCapI 43.23 2.09 6.2 118.3 Fl EmMktEq L 48.25 2.97 9.5 61.1 FloatRt p 8.37 0.02 1.4 5.9 GrAllC p 24.19 0.79 2.2 36.7 LgTrmCrdtBd 13.10 NA NA NA
Gartmore Funds: MdCpVal L 38.84 1.86 5.1 21.2 HiYld p 7.52 0.09 1.9 17.0 Growth C t 119.87 6.52 3.6 82.1 ShIntTaxFr n 10.50 0.00 0.2 9.7
NationwideInstSv 28.24 NA NA NA JapanInst 50.19 1.32 0.8 43.0 MdCpGwthA p 39.02 1.89 6.2 115.9 SmCapIdx n 17.31 1.24 13.1 55.0 LngDurTotRtrn 10.70 NA NA NA
Homestead Funds: MuniHighIncA t 5.11 0.01 1.1 13.7 USEquity L 19.85 0.92 4.0 64.0 HYMuniBd 12.88 0.03 2.5 23.8 ModAllC p 20.24 0.50 1.5 31.9 SmCpVal n 21.69 1.48 9.9 18.2 LowDur 9.96 0.01 0.2 9.0
Gateway: JPMorgan I Class: Income 3.01 -0.01 -0.4 19.3 ValueC t 45.15 1.67 1.8 22.1
GatewayA 37.29 0.76 1.5 16.8 ShtTmBd n 5.32 0.00 0.0 11.4 ScTechA p 95.79 4.03 7.2 107.9 StkIdx n 43.51 1.95 3.6 55.0 LowDurInc r 8.74 0.04 1.0 14.5
GE Elfun/S&S: Value n 49.26 2.48 4.2 36.6 ScTechI r 109.59 4.63 7.3 109.1 TxExpt n 11.14 0.00 0.5 16.2 ModDur 10.61 NA NA NA
RSPIncm n 12.27 -0.04 -1.0 18.0 Hotchkis and Wiley: SmCapGrA t 23.79 1.85 11.5 85.1 Nuveen Cl A: MortgOppBd 11.03 NA NA NA
RSPUSEq n 68.35 3.04 3.0 63.9 HiYldI 11.36 0.10 1.2 11.2 SmCapGrI r 34.21 2.65 11.5 87.3 AAMunBd p 12.30 0.02 1.3 18.9 RAEFndmtlAdvPLUS 9.17 NA NA NA
Tax Ex n 11.70 0.00 0.6 15.2 NOTICE TO READERS: CAMunBd p 11.78 0.01 0.7 16.2 RAEPLUS r 7.04 NA NA NA
Trusts n
GMO Trust Class III:
73.89 3.41 3.3 67.8 I J Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters
HiYldMuBd p 18.05
IntDMunBd p 9.70
0.09
0.01
2.8
0.8
22.5
15.2
RAEPlusEMG
RealRtnI
11.15
12.32
NA
NA
NA
NA
NA
NA
EmgCntryDt r 26.27 NA NA NA ICM Small Company: Janus Henderson: LtdMnBd p 11.41 0.00 0.4 11.2 RERRStg 8.64 NA NA NA
Quality 26.18 1.01 2.3 61.4 ICMSmCo 32.52 2.06 9.8 27.2 Balanced C 40.91 1.11 1.1 39.2 Nuveen Cl I: ShortT 9.84 -0.01 0.2 6.9
GMO Trust Class IV: IFP US Equity Fund: Balanced S 41.38 1.13 1.2 41.5 HYMunBd 18.05 0.09 2.9 23.3 ShtAssetInv 10.01 0.00 0.0 5.7
EmgCntrDt 26.23 NA NA NA IFP US EquityFd 20.28 0.84 NA NA Balanced T n 41.46 1.12 1.2 42.6 Please visit the new Market Lab home page on barrons.com under Data. Nuveen Cl R: StcksPLUSIntlHdg r 8.41 NA NA NA
IntlEq 23.31 0.84 3.0 9.9 INVESCO A Shares: Contrarian T n 28.06 1.94 4.7 84.5 CAMunBd 11.79 0.00 0.8 16.9 StcksPLUSSmall 12.38 NA NA NA
Quality 26.24 1.01 2.3 61.6 AmValA 36.75 1.93 5.4 15.5 Enterprise Inst 96.56 5.03 2.5 62.4 www.barrons.com/market-data/market-lab IntDMunBd 9.73 0.01 0.9 15.9 StkPlsLgDur 9.02 NA NA NA
GMO Trust Class VI: Invesco Fds Investor: Enterprise T n 159.93 8.54 2.6 61.9 LmtTrmR 11.37 0.00 0.4 11.9 StksPLS 12.09 NA NA NA
February 8, 2021 BARRON’S M31

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.
StPlTRInst r 13.00 NA NA NA R2020 n 23.34 0.62 2.6 32.4 BPSmVal2Inst 28.09 1.72 8.0 22.4 IntValA p 29.10 1.27 5.3 32.1 TarRet2030 n 13.33 NA NA NA STFedAdml n 11.02 0.00 0.1 10.8 TgtRe2060 n 45.28 1.81 3.9 40.0 VirtusFunds Cl A:
TotRetESG 9.60 NA NA NA R2025 n 19.94 0.61 2.9 35.3 RBC Funds: LtdTIn 14.01 -0.01 -0.2 14.5 TarRet2040 n 13.40 NA NA NA STIGradeAdml n 11.02 0.00 0.1 12.8 TgtRet2055 n 51.26 2.05 3.9 40.0 MidGrA 72.66 5.62 6.8 156.4
TotRt 10.50 -0.03 -0.7 17.7 R2030 n 29.43 1.04 3.4 38.1 AccCpCommInvI 9.09 0.00 0.1 11.7 LtdTIncI 14.01 -0.01 -0.1 15.5 TarRet2050 n 13.78 NA NA NA STIPSIxAdm n 25.78 0.03 0.7 11.6 TgtRetInc n 15.06 0.18 0.9 24.0 MulSStA p 4.80 NA NA NA
TRII 9.81 NA NA NA R2035 n 22.07 0.87 3.9 40.5 RiverNorth Funds: LtdTMu I 14.69 0.00 0.3 9.6 TarRetIncm n 11.85 NA NA NA STsryAdml n 10.77 0.00 0.0 9.8 TotIntBdIxInv n 11.60 -0.04 -0.8 15.7 SmCapSusA 58.04 5.23 11.5 137.1
TrndsMgdFutStrgy 10.31 NA NA NA R2040 n 31.74 1.35 4.3 42.7 RNDLIncomeI 10.54 NA NA NA LtdTMuA 14.69 0.00 0.3 8.8 VA Bd n 11.75 NA NA NA STTresIdx n 20.55 0.00 0.0 8.5 USGro n 70.47 4.69 7.4 122.7 StratGrA p 27.93 2.37 5.6 96.6
PIMCO Funds: RealEst n 16.52 0.60 3.7 13.3 Royce Funds: Thrivent Funds A: ValueFd n 16.17 NA NA NA TotBdAdml n 11.46 -0.05 -1.2 17.1 USValue n 17.25 -0.49 4.4 13.3 TactAllA p 13.35 NA NA NA
IncomeFd 12.14 NA NA NA Ret2025A p 19.82 0.61 3.0 34.4 Oppty I nr 18.35 1.54 15.8 57.1 DivrIncPlus 7.79 NA NA NA WldGr n 28.48 NA NA NA TotIntBdIdxAdm n 23.19 -0.07 -0.8 15.8 WellsI n 28.28 0.31 -0.2 25.2 VirtusFunds Cl I:
StcksPLUSIntlHdg 8.31 NA NA NA Ret2045 n 21.97 0.99 4.6 44.1 PAMut I nr 11.17 0.77 9.1 46.0 LgCpStk 28.19 NA NA NA TotIntlAdmIdx nr 33.70 1.28 3.8 20.2 Welltn n 45.04 1.19 1.5 34.7 EmMktI 14.47 0.67 9.0 25.4
TotRet
PIMCO Funds A:
10.50 -0.03 -0.8 15.6 Ret2045R
Ret2055 n
21.49
19.06
0.96
0.86
4.5
4.6
41.9
43.9
PremierI nr
SpecEqI nr
14.39
19.26
0.87 5.9 41.5
0.90 5.7 20.2
MidCapStk
MuniBd
29.75 NA
11.72 NA
NA
NA
NA
NA V TotStAdml n
TxMBal nr
99.32
38.92
4.89
0.92
4.8
2.3
58.9
36.3
Wndsr n
WndsrII n
22.15
40.61
1.13
1.99
4.6
4.9
30.3
43.5
ForOppI
IntSmCapI
32.29
23.41
1.06
0.76
-0.2
0.0
31.4
43.0
AllAsset 12.87 NA NA NA Ret2055 18.89 0.85 4.6 42.9 TotRet I nr 9.98 0.53 6.9 24.0 Thrivent Funds S: VALIC: TxMCapAdml n 205.55 9.75 4.0 58.7 VANGUARD INDEX FDS: MulSStI 4.81 NA NA NA
HiYld 9.11 0.07 0.7 18.3 RetBal Inc n 16.08 0.31 1.9 27.4 RS Funds: LgCpVal n 24.20 NA NA NA CoreBd 12.10 -0.01 -0.7 18.4 TxMIn r 15.58 0.53 2.3 18.8 500 359.11 16.05 3.6 54.9 QualitySmCapI 26.68 0.77 9.0 52.0
HiYldMuniBd 9.79 0.01 1.7 21.9 SciTec n 59.14 3.30 7.4 107.8 CoreEqVIP 45.36 NA NA NA MidCapStk n 34.29 NA NA NA CoreVal 12.15 0.44 3.1 19.6 TxMSC nr 83.31 4.29 12.1 44.3 EmgMktInstPl 113.93 5.41 8.1 24.2 SmCapSusI 59.72 5.38 11.6 139.0
IncomeFd 12.14 NA NA NA Sht-Bd n 4.85 0.00 0.1 10.7 InvQBdVIP 13.07 NA NA NA OppIncmPl n 10.24 NA NA NA FrgnVal 10.50 0.37 1.9 3.7 USGroAdml n 182.52 12.14 7.4 123.4 ExtndIstPl 340.45 23.76 10.6 73.2 SmCpCorI 48.72 3.05 5.2 72.9
IntlBdUSH 11.06 -0.01 -0.2 15.5 SmCap n 56.42 3.59 6.9 39.4 Russell Funds S: TIAA-CREF/Instl Cl: GlobEq 10.89 0.56 8.9 18.6 UtilIxAd nr 69.88 1.71 1.5 41.4 FTAIWdInPl 126.81 4.78 3.9 21.2 Voya Fds:
InvstGrCrBd 11.12 NA NA NA SmCapStk n 68.31 3.88 6.9 76.8 EmerMkts 22.90 NA NA NA CoreBond Inst 10.91 -0.03 -0.7 17.8 HighYdBd 7.92 0.07 0.9 20.0 ValAdml n 47.88 1.84 3.2 27.8 Growth 136.46 7.18 4.6 92.9 GNMA A 8.57 0.00 0.1 11.6
LowDurA 9.96 0.01 0.2 8.0 SpecGr n 25.28 1.20 4.2 43.2 IntlDvMkt 39.79 NA NA NA CorePlsBd 11.06 -0.02 -0.6 18.5 HlthSci 29.29 0.98 5.9 74.7 WdsrllAdml n 72.04 3.52 4.9 43.8 IdxIntl n 20.15 0.77 3.9 20.0 GrOppI 57.92 2.87 3.1 77.4
LowDurInc 8.74 0.04 0.9 13.2 SpecInc n 13.02 0.08 0.4 16.0 InvGrdBd 22.34 NA NA NA TIAA-CREF/Retail Cl: InflPro 12.15 -0.03 -0.2 15.8 WellsIAdml n 68.51 0.76 -0.2 25.5 ITTresIdx Inst 28.87 -0.07 -0.7 16.6 InmdBdI 10.54 -0.03 -0.7 19.0
MuniBdA 10.55 0.01 1.0 17.7 SpecIntl n 16.61 0.68 4.5 26.5 StratBd 11.23 NA NA NA EqIdx n 29.64 1.44 4.6 57.1 IntlEq 7.90 0.24 1.9 14.8 WelltnAdml n 77.77 2.06 1.5 35.0 LTTresIdx Inst 38.46 -0.97 -5.9 30.5 TRPGrEqI 114.12 6.27 6.4 83.4
RealRtnA 12.32 NA NA NA SuMuInc n 12.52 0.02 1.1 16.0 TaxExBd 24.17 NA NA NA Gro&Inc n 24.57 1.21 4.7 51.6 IntlGro 17.97 0.95 4.1 69.4 WndsrAdml n 74.68 3.79 4.6 30.7 MdCpGrAdml n 96.14 5.65 5.3 80.3
ShtTmA
StksPLSTR
9.84
12.70
-0.01
NA
0.1
NA
6.1
NA
SuMuInt n
TaxEfEqty nr
12.46
53.33
0.01
2.96
0.8
4.8
14.5
89.0
TMUSMdSmCp 37.21
TxMngUSLgCp 58.08
NA
NA
NA
NA
NA
NA
LrgCpGro n
MgdAlloc n
23.91 NA
14.01 0.41
NA
2.4
NA
32.6
IntlSmCpEq
LgCpGro
24.08
21.69
0.83
1.00
2.0
2.5
22.3
76.0
VANGUARD FDS:
CAIT n 12.40 0.01 0.5 15.1
MdCpVlAdml n 64.72
MidCp n 59.46
3.22
3.24
5.0
5.2
23.4
49.6 WXYZ
TotRetA 10.50 -0.03 -0.8 16.5 TF Incom n 12.50 0.02 1.9 16.9 USSmCpEq 34.96 NA NA NA SocChEq n 22.78 1.07 5.0 56.7 MidCpIdx 29.37 1.62 7.4 39.2 CALT n 12.87 0.01 0.6 18.3 RUSS2000IdxInst 342.39 24.54 13.2 56.6
PIMCO Funds C: TF Incom n 10.51 0.01 0.9 15.8 TIAA/CREF Funds: Wasatch:
Rydex Dynamic Fds: MidCpVal 19.42 1.05 5.0 23.3 CapOp nr 83.24 3.91 8.3 62.3 SmCap 101.49 6.24 8.9 53.1 CoreGr n 98.07 5.56 7.2 89.6
IncomeFd 12.14 NA NA NA TFSI n 5.76 0.00 0.3 9.0 NasdaqStratH p 366.95 35.44 10.8 233.8 BdIdxInst 11.44 -0.06 -1.1 16.6 SciTech 45.21 2.90 7.2 124.2 DivdGro n 32.98 1.17 -0.8 47.6 SmValAdml n 66.11 3.75 8.3 28.0
TotRetIncC 10.50 -0.03 -0.8 13.9 TotIndex n 43.90 2.15 4.7 56.4 EqIdxInst 29.08 1.41 4.6 58.4 IntlGr n 35.62 1.36 2.6 38.6
Rydex Investor Class: SmCpIdx 24.29 1.74 13.1 54.5 DivrEq n 48.98 2.73 5.7 70.0 TotBd 11.46 -0.05 -1.2 16.8 MicCap n 13.77 1.29 16.0 184.0
PIMCO Funds I2: U.S.EqResch n 37.73 1.67 2.9 56.3 NasdaqInv n 65.96 3.30 5.5 107.0 EqIdxRet 29.54 1.44 4.6 57.3 SocResp 23.46 1.12 2.9 49.9 EmgMktSelStk n 29.00 1.72 9.5 29.6 TotBd2 11.30 -0.05 -1.2 16.6
CommdtyRR 6.24 NA NA NA USLrgCpCore n 31.36 1.29 2.3 48.7 Gr&IncInst 17.28 0.85 4.7 52.9 Energy nr 32.79 1.13 4.5 -30.2 TotIntlInstIdx r 134.76 5.11 3.8 20.3 SmCapGr n 61.54 4.43 8.3 142.0
StckIdx 51.89 2.32 3.6 54.0 SmCapV n 10.04 0.64 10.6 43.2
ComPLUSStrtgyFd 5.33
DivInc 11.35
NA
0.04
NA
-0.3
NA
19.1
USTInter n
USTLg n
6.13
11.78
-0.02
-0.29
-0.9
-5.8
16.7
30.4 S Gr&IncRet
HgYldInst
17.66 0.87
9.64 0.07
4.7
1.0
51.8
17.1
StraBd
ValUltra
11.86
25.25
NA
1.32
NA
3.3
NA
85.3
EqInc n
Explr n
38.83
139.31
1.35
8.48
2.6
8.2
28.0
82.5
TotItlInstPlId r 134.79
TotSt 99.28
5.11
4.89
3.8
4.8
20.3
58.4 UltraGr n
WCM:
53.23 4.45 12.6 196.8
GNMAGvtSec 11.47 NA NA NA VABond n 12.55 0.01 0.7 15.3 Schwab Funds: InflLkdBdInst 12.36 0.00 0.7 16.2 Value Line Funds: EXPValFd n 41.15 2.68 9.7 29.3 VANGUARD INSTL FDS:
HiYldMuniBd 9.79 0.01 1.7 22.6 Value n 43.17 2.15 5.5 35.2 IntlEqIdxInst 21.58 0.68 1.8 16.9 FTAlWldInAdml n 37.77 1.42 3.9 21.1 BalInst 45.42 1.29 2.4 42.6 FcusEmgMk Inst 21.32 1.26 7.6 72.4
1000 Inv nr 87.01 4.14 4.1 58.4 AstAlcClInv n 43.80 1.14 -0.6 46.6 FocInterGrFdInv 25.60 1.12 4.1 73.1
Income 12.14 NA NA NA Price Funds - Adv Cl: Balanced n 18.00 NA NA NA IntlEqIdxRet 22.09 0.68 1.8 16.0 CapAppreClInv n 13.73 0.72 6.4 71.7 GlbCapCyl Inv nr 10.02 0.45 4.8 7.4 DevMktsIndInst 15.60 0.53 2.3 18.9
IntlBdUSH 11.06 -0.01 -0.1 16.5 BlChip p 169.42 9.61 4.6 78.4 IntlEqInst 13.53 0.64 3.1 11.3 GlbEq n 39.73 2.06 5.1 50.9 DevMktsInxInst 24.38 0.83 2.3 18.9 WCM Focus Funds:
CoreEq n 24.98 1.06 3.4 37.7 Van Eck Funds: WCMFocIntlGrwIns 25.76 1.12 4.1 74.2
InvstGrCrBd 11.12 NA NA NA CapAppA p 34.08 1.04 1.1 48.5 DivEqSel n 14.61 0.63 4.2 12.0 LC2020Ret 14.34 0.33 1.9 27.6 EmgMktsY 23.62 1.30 10.7 28.5 GloMinVolFdAdm n 27.87 0.63 2.0 21.1 EmMkInst r 34.25 1.63 8.1 24.1
LowDurInc 8.74 0.04 1.0 14.2 Growth p 100.18 5.54 6.2 81.9 LC2025Ret 15.08 0.41 2.2 29.8 GNMA n 10.74 0.01 0.1 12.2 EuroInst 32.81 0.98 1.4 15.0 Weitz Funds:
FunIntlLgInst nr 9.55 0.38 3.9 11.3 VANGUARD ADMIRAL: PIIIOpp 16.07 0.80 3.9 40.3
LwDur 9.96 0.01 0.2 8.7 MCapGro p 112.93 4.79 3.9 62.8 FunUSLgInst nr 19.28 0.51 5.4 40.4 LC2030Ret 15.70 0.50 2.7 32.1 400MCpIdxInst 333.28 18.47 7.5 40.5 GroInc n 59.67 2.57 3.9 53.1 ExDurTrsInst 42.21 -1.52 -8.3 39.9
RealRtn 12.32 NA NA NA R2020A p 23.12 0.61 2.5 31.4 LC2035Ret 16.47 0.59 3.1 34.2 HlthCare nr 221.01 2.41 2.5 44.4 ExtndInst 137.95 9.63 10.6 73.1 ShtDurIncInst 12.44 0.02 0.6 10.0
HlthCare n 26.58 0.16 2.0 41.3 500Adml n 359.12 16.06 3.6 55.3 ValueInv n 52.19 2.23 3.2 52.2
ShtTm 9.84 -0.01 0.2 6.6 R2030A p 29.12 1.03 3.4 37.1 InflProSel n 12.33 -0.03 0.1 20.3 LC2040Inst 11.86 0.47 3.5 37.2 BalAdml n 45.41 1.29 2.4 42.5 HYCor nr 5.99 0.03 0.6 19.7 FTAlWldIst r 119.74 4.51 3.9 21.2
TotRt 10.50 -0.03 -0.7 17.3 R2035 21.93 0.86 3.9 39.5 LC2040Ret 17.10 0.69 3.5 36.2 InflaPro n 14.45 -0.04 0.1 19.6 FTScinst 27.47 1.25 3.9 66.7 Wells Fargo Adv Admi:
IntI Sel nr 22.38 0.69 1.8 16.9 CAITAdml n 12.40 0.01 0.5 15.4 DiscvAdm 53.15 3.99 6.7 122.3
PIMCO Funds Instl: R2040A p 31.40 1.33 4.3 41.7 IntlMstr nr 29.10 1.41 4.3 31.6 LC2045Ret 14.53 0.64 3.9 38.3 CALTAdml n 12.87 0.01 0.7 18.6 IntlExplr n 21.12 0.93 3.5 11.9 GrwthInst 136.45 7.19 4.6 93.7
ComPLUSStrtgyFd 5.36 NA NA NA Ret2045-A p 21.79 0.98 4.6 43.0 LCIdx2010Inst 17.75 0.30 1.4 28.3 IntlGr n 54.90 2.41 9.0 95.5 InPrSeIn 11.56 -0.03 0.2 20.0 Growth 56.10 4.49 7.3 115.7
MT AllEq n 20.70 NA NA NA CapOpAdml nr 192.19 9.04 8.3 62.6 Wells Fargo Adv Cl A:
DynamicBd 10.89 0.04 0.9 13.0 Ret2050-A p 18.38 0.82 4.6 43.0 LCIdx2020Inst 20.14 0.43 1.8 31.6 CoDilxAd n 154.39 7.86 8.4 95.1 IntlVal n 41.32 1.86 2.7 15.1 InstIdx 343.46 15.34 3.6 55.4
Price Funds - R Cl: MT Bal n 19.75 NA NA NA LCIdx2025Inst 21.65 0.54 2.2 34.1 AstAllA p p 15.97 NA NA NA
GNMAGvtSec 11.47 NA NA NA MT Gro n 24.78 NA NA NA CoStIxAd nr 84.64 2.33 -1.4 32.8 INSTTRF2015 24.82 0.34 1.1 25.4 InstPlus 343.48 15.35 3.6 55.5
IncomeFd 12.14 NA NA NA BlChipR p 161.81 9.17 4.5 77.0 LCIdx2035Inst 24.69 0.80 3.0 38.9 DivAppIdxAdm n 38.48 1.27 0.4 49.1 INSTTRF2020 26.71 0.55 1.8 29.6 InstTStIdx 77.54 3.82 4.8 59.0 CmStkA p p 22.43 1.23 3.9 40.1
ExtIndex nr 40.94 2.80 10.3 69.8 S&P Sel n 59.49 2.65 3.6 55.3 LCIdx2040Inst 25.89 0.94 3.4 41.0 DivCapBldr 12.26 0.34 2.8 39.5
InflRespMulAsset 8.97 NA NA NA SmCp Sel nr 38.59 2.76 13.1 56.5 EMAdmr n 45.04 2.14 8.1 23.9 INSTTRF2025 28.05 0.71 2.2 32.6 InstTStPlus 77.54 3.82 4.8 59.0
RAEPLUSIntl 7.26 NA NA NA GrowthR p 96.14 5.31 6.1 80.5 LCIdx2045Inst 26.48 1.06 3.8 43.2 EnergyAd nr 29.52 2.31 13.8 -30.3 INSTTRF2030 28.86 0.84 2.6 34.6 ITBdInst 12.44 -0.04 -1.0 21.5 IdxAstAllA 41.03 1.12 1.6 39.0
R2020R p 22.85 0.60 2.5 30.3 SmCpEqSel nr 21.18 1.59 13.5 29.2 LifeStkIdx 34.66 1.69 4.6 58.2 OmegaGwth 76.70 4.55 4.2 98.9
RAEPLUSSml 11.48 NA NA NA Trgt2020 nr 15.23 NA NA NA EnergyAdml nr 61.51 2.12 4.5 -30.0 INSTTRF2035 29.60 0.97 3.0 36.4 ITBdInstPI 12.44 -0.04 -1.0 21.5
Pioneer Funds A: R2030R p 28.82 1.02 3.4 36.1 LrgCpGrIdxInst 51.46 2.48 4.3 92.6 EqIncAdml n 81.38 2.83 2.6 28.4 INSTTRF2040 30.36 1.10 3.4 38.0 LaCapInst 379.90 17.66 4.0 59.1 OpptyA 50.92 2.47 2.3 51.6
R2040R p 31.13 1.32 4.3 40.7 Trgt2030 nr 17.32 NA NA NA LrgCpGrIdxRet 51.86 2.51 4.3 91.2 PremLgCoGrthA 18.00 1.34 6.6 94.1
AMTFreeMuniA p p 15.72 0.06 0.3 20.3 Trgt2040 nr 18.48 NA NA NA EuropeAdml n 76.93 2.29 1.4 14.9 INSTTRF2045 31.04 1.23 3.8 40.0 LTBdInst 15.84 -0.29 -4.6 30.2
BondA 10.16 -0.02 -0.4 17.9 Ret2025-R p 19.56 0.60 2.9 33.3 LrgCpGrInst 23.99 NA NA NA ExplrAdml n 129.59 7.88 8.2 83.1 INSTTRF2050 31.13 1.24 3.9 40.1 LTBdInstPl 15.84 -0.29 -4.6 30.3 SpecTech 20.43 1.43 7.6 138.6
Ret2035-R 21.63 0.85 3.8 38.4 TSM Sel nr 69.68 3.44 4.8 58.4 LrgCpVl IdxInst 21.18 0.96 3.8 26.7 SpSmCpValA p p 38.93 2.32 9.7 25.6
CoreEqA 23.10 1.11 2.4 48.9 TxFrBd n 12.28 0.02 0.7 14.8 ExtndAdml n 137.96 9.63 10.6 73.0 INSTTRF2055 31.21 1.25 3.9 40.2 MidCpInst 59.59 3.25 5.2 50.2
DiscGrA 18.83 0.88 1.6 73.9 Ret2050-R 18.18 0.81 4.5 41.9 LrgCpVl IdxRet 21.58 0.97 3.7 25.8 FinIxdAd nr 38.45 2.47 5.4 17.7 INSTTRF2060 31.31 1.25 3.9 40.3 MidCpIstPl 293.87 15.99 5.2 50.3 StrMunA 9.34 -0.01 0.5 10.8
EqIncA 36.87 1.35 2.9 19.6 PRIMECAP Odyssey Fds: USSmCoIdx nr 16.63 1.01 10.4 35.9 LrgCpVl Inst 19.22 0.87 2.8 19.8 Wells Fargo Adv Inst:
Segall Bryant & Hami: GNMAAdml n 10.74 0.01 0.1 12.6 INSTTRFINC 24.54 0.29 0.9 24.2 RealEstaInstl 19.33 0.69 3.8 33.2
HighIncMuniA 7.46 0.04 2.0 18.4 AggGrowth nr 60.30 3.52 12.4 59.5 MdCpGrInst 29.03 NA NA NA GroIncAdml n 97.40 4.20 3.9 53.6 ITIGrade n 10.38 -0.01 -0.7 21.7 Rs1000GrwIdxInst 497.29 24.02 4.3 92.6 CoreBd 13.31 -0.04 -1.0 17.9
MdCapVa 24.48 1.38 4.5 12.3 Growth nr 47.18 2.32 11.2 49.1 PlusBd n 11.16 -0.01 -0.6 18.5 MdCpVl Inst 17.81 0.98 5.6 13.2 Growth 63.24 5.07 7.3 117.1
SEI Portfolios: GrwthAdml n 136.44 7.19 4.6 93.6 ITTsry n 11.62 -0.02 -0.6 17.0 Rs1000Vl IdxInst 243.00 11.04 3.8 26.7
PioFdA 35.79 1.83 3.6 66.1 Stock nr 37.43 1.71 6.5 39.0 QuantSmCpEqInst 20.98 NA NA NA HltClxAd nr 116.61 2.10 4.2 57.3 LifeCon n 22.92 0.37 1.1 27.6 Russ1000IdxInst 353.39 16.61 4.1 58.7 MdCpVal 44.92 2.33 3.8 29.5
SelMCGrA 58.60 3.79 7.8 87.5 Principal Investors: CoreFxIn F 11.69 -0.01 -1.0 19.0 RealSecInst 18.26 0.62 3.3 42.8 ShDurGovBdI 9.84 0.00 0.1 8.9
EMktDbt F 10.62 0.08 -0.4 5.9 HlthCareAdml nr 93.19 1.02 2.5 44.6 LifeGro n 41.59 1.48 3.4 37.7 Russ2000GrIxInst 452.78 36.47 14.0 82.6
StratIncA p p 11.40 0.03 0.2 16.9 CapApprA p 56.86 2.28 2.6 56.3 S&P500IdxInst 42.71 1.90 3.6 55.2 HYCorAdml nr 5.99 0.03 0.6 20.0 LifeInc n 17.30 0.11 0.0 22.2 Russ3000Idx 352.45 17.16 4.6 58.5 UlStInc 8.62 0.00 0.1 8.4
Pioneer Funds Y: ConBalA p 13.16 0.30 1.7 23.9 HiYld F 6.91 0.06 2.6 19.2 S&P500IdxRet 42.42 1.89 3.6 54.1 UlStMuInc 9.62 0.00 0.2 4.7
IntlEmg F 15.53 0.85 7.8 19.8 InfProAd n 28.38 -0.07 0.2 20.0 LifeMod n 32.35 0.84 2.2 32.8 SmCapInst 101.52 6.25 8.9 53.8
AMTFreeMuniY 15.66 0.06 0.3 21.1 EqIncIA p 36.61 1.62 3.1 35.6 ShTrmBdInst 10.52 0.00 0.1 9.7 InfTechIdx n 189.85 9.86 4.8 132.3 LTIGrade n 11.24 -0.18 -4.4 28.0 SmCapIstPl 293.03 18.04 8.9 53.8 Western Asset:
BondY 10.06 -0.02 -0.4 19.1 FlIncA p 13.02 0.18 0.9 19.6 IntlEq F 12.91 0.38 2.0 16.3 SmCpBl IdxInst 27.17 NA NA NA CoreBondA 13.47 NA NA NA
IntMuni F 12.31 0.01 0.9 15.5 IntlGrAdml n 174.63 7.66 8.9 96.1 LTTsry n 13.22 -0.33 -5.8 30.8 SmGthInst 82.56 5.54 9.7 88.1
SelMCGrY 65.40 4.22 7.8 88.8 HiYld IN 9.43 0.06 1.0 15.4 SmCpBl IdxRet 27.29 NA NA NA ITBondAdml n 12.44 -0.04 -1.0 21.4 MATxEx n 11.50 0.02 0.7 19.4 SmValInst 36.95 2.09 8.2 28.0 CoreBondI 13.47 NA NA NA
StratIncY p p 11.39 0.02 0.2 18.0 InfPro IN 9.46 -0.03 0.0 19.0 LgCapGr F 47.68 2.51 4.5 81.8 SocChEqInst 25.84 1.22 5.0 58.0 CoreBondIS 13.49 NA NA NA
LgCVal F 24.44 1.06 5.3 15.7 ITCorpIx n 25.89 -0.04 -0.8 23.0 MgdPayFdInv n 17.81 0.45 2.8 20.5 STBdIdxInstPl 10.85 -0.01 0.0 11.6
Price Funds: LgCpStA p 22.35 1.00 3.6 53.5 SocChEqRet 26.27 1.23 4.9 56.8 ITIGradeAdml n 10.38 -0.01 -0.6 22.0 MidCpGro p 35.41 2.40 5.6 79.2 STBDInst 10.85 -0.01 -0.1 11.6 CorePlusBdA 12.37 NA NA NA
2050RetFd n 18.59 0.83 4.6 44.0 LgIndxI 22.33 0.99 3.6 54.7 MgdVol F 17.70 0.50 2.0 23.5 Tortoise Capital: CorePlusBdI 12.38 NA NA NA
S&P500 F 83.22 3.72 3.6 54.5 ITsryAdml n 11.62 -0.02 -0.6 17.4 MuHY n 12.09 0.02 1.4 20.0 STCorpIxInst p 27.67 0.02 0.1 13.6
Balnanced n 27.90 0.83 2.4 35.0 LgIndxJ tn 22.08 0.98 3.6 53.8 TorMLPPipInsCl 9.10 0.36 9.4 -19.6 ITTresIdx n 23.26 -0.06 -0.7 16.5 MuInt n 14.92 0.01 0.6 15.9 STIGradeInst 11.02 0.00 0.1 12.9 CorePlusBdIS 12.38 NA NA NA
BdEnhIdx nr 11.61 -0.04 -0.8 17.9 LT2020 In 14.72 0.36 1.7 28.9 ShtGov F 10.58 0.02 0.2 8.2 Touchstone Family Fd: IntermedBdI 11.34 NA NA NA
TaxMgdLC F 31.23 1.34 3.2 39.6 LarCapAd n 92.30 4.29 4.0 59.1 MuLong n 12.30 0.01 0.8 19.4 STIPSIxins 25.80 0.03 0.7 11.6
BlChip n 173.13 9.83 4.6 79.9 LT2020J tn 14.63 0.36 1.7 28.3 FlexIncY 11.26 0.01 0.4 16.5 LTGradeAdml n 11.24 -0.18 -4.4 28.3 MuLtd n 11.29 0.01 0.4 9.7 STTresIdx 25.82 0.01 0.0 8.6 IntermTermMuniA 6.60 NA NA NA
CA Bond n 12.01 0.02 1.0 15.5 LT2030In 16.01 0.54 2.5 34.0 TaxMgdSmMdCp F 26.33 1.67 9.0 31.6 FocEqY 56.64 3.19 5.4 54.2 IntermTermMuniI 6.60 NA NA NA
Selected Funds: LTsryAdml n 13.22 -0.33 -5.8 31.2 MuSht n 15.96 0.00 0.1 5.8 TotBdInst 11.46 -0.05 -1.2 17.2
Communica&Tech n 192.68 12.79 6.8 107.3 LT2030J tn 15.96 0.54 2.5 33.5 LagCapFoc A p 52.54 2.75 4.9 65.4 LTTresIdx n 30.30 -0.76 -5.9 30.4 NYLT n 12.29 0.02 1.0 17.9 TotBdInst2 11.30 -0.05 -1.2 16.8 ManagedMuniA 16.81 NA NA NA
CorpInc n 10.12 -0.04 -1.3 19.7 LT2040I 17.42 0.71 3.4 38.9 AmShD n 43.69 2.58 7.9 37.8 MdCpGrwY 41.23 2.36 3.0 79.2 ManagedMuniI 16.84 NA NA NA
AmShS pn 43.58 2.57 7.8 36.5 MatIdx nr 81.46 3.41 1.8 28.6 OHLTte n 13.31 0.01 0.7 19.9 TotBdInstPl 11.46 -0.05 -1.2 17.2
DivGro n 60.59 2.14 1.0 50.5 LT2040J tn 17.24 0.69 3.3 38.2 MdCpY 45.33 1.63 2.4 52.9 MidCpAdml n 269.74 14.68 5.2 50.2 Primcp nr 158.96 7.26 7.1 56.8 TotIntBdIdxInst 34.79 -0.12 -0.8 15.9 ShortTermBdIS 3.96 NA NA NA
DvsfMCGr n 48.78 2.95 6.0 86.6 LT2050I 17.87 0.79 3.7 40.6 Sequoia: SandsCapGrY 21.92 1.84 7.7 143.2 SMAShCrPlCp n 9.29 NA NA NA
SequoiaFd n 178.47 7.20 5.2 61.8 MrgBkdIdx n 21.64 0.03 0.2 12.7 PrmcpCor n 30.96 1.33 6.8 46.5 TotStInst 99.33 4.89 4.8 58.9
EmgMktB n 11.51 0.09 -0.2 8.4 MdGrIII Inst 15.96 0.90 4.0 83.2 SelGrwth 19.82 1.66 7.6 141.4 MuHYAdml n 12.09 0.02 1.4 20.3 SelValu nr 27.18 1.55 4.6 18.2 TtlWrldIxInst p 197.06 8.63 4.2 40.0 SmashSerC n 9.75 NA NA NA
EmMktS n 58.83 2.79 7.4 32.1 MidCpBldA 35.55 2.01 1.3 60.6 Sit Funds: SmCoA p 6.22 0.43 10.1 47.8 SmashSerM n 11.24 NA NA NA
MinnTxF n 10.81 0.02 0.8 13.8 MuIntAdml n 14.92 0.01 0.6 16.2 STAR n 32.09 1.01 3.2 45.6 TxMCaInst r 102.12 4.84 4.0 58.8
EqInc n 32.54 1.42 4.2 23.1 PreSecI 10.48 0.05 0.4 18.8 Tr for Credit Unions: MuLTAdml n 12.30 0.01 0.8 19.7 STFed n 11.02 0.00 0.1 10.5 TxMSCInst r 83.50 4.30 12.1 44.4 TotalRetUnconI 10.82 NA NA NA
EqIndex n 102.73 4.58 3.6 54.6 PtrLGI In 21.33 1.22 4.5 92.9 SmeadFds: UltShtDur TCU 9.43 0.00 0.0 5.4 Westwood:
SmeadValueInstl 55.74 1.80 10.4 38.4 MuLtdAdml n 11.29 0.01 0.4 10.0 STIGrade n 11.02 0.00 0.1 12.5 ValueInst 47.88 1.84 3.2 27.8
Europe n 25.01 0.80 2.0 27.1 PtrLV In 17.88 0.82 3.4 28.9 Transamerica A: MuShtAdml n 15.96 0.00 0.1 6.1 STIPSixInv n 25.75 0.03 0.7 11.3 Victory Funds: IncomeOppI 13.37 0.37 2.3 27.7
FinSvcs n 28.86 1.93 7.3 30.9 RealEstSecI 26.89 0.93 3.0 36.3 SoundShoreInv n: AsAlCnsrv p 11.72 0.21 1.6 23.9 Wilmington Funds:
SoundShoreInv n 43.92 1.83 3.9 22.4 NJLTAdml n 12.85 0.02 1.4 21.7 StratgcEq n 39.63 2.26 9.4 36.9 EstValA 42.71 NA NA NA
GlbGr n 45.56 2.56 7.2 84.3 SAMBalA p 17.39 0.55 2.6 29.6 AsAIGrow p 15.08 0.68 4.9 34.8 NYLTAdml n 12.29 0.02 1.0 18.1 StrSmCpEqInv n 39.76 2.57 12.5 34.9 EstValI 42.74 NA NA NA BroadMktBdInst 10.28 -0.03 -1.0 16.3
GlbStk n 69.63 4.72 5.8 103.4 SAMGrA p 19.87 0.81 3.4 34.7 Sprott Funds Trust: AsAlMod p 12.56 0.30 2.4 26.6 STTsry n 10.77 0.00 0.0 9.4 Intl Inst 10.31 NA NA NA
GoldEq Inv p/r tn 52.38 0.67 -4.4 46.8 PacifAdml n 101.43 3.74 3.2 22.4 EstValR p 42.05 NA NA NA
GlbTech n 30.40 2.26 11.3 126.6 StrGrw A p 21.69 1.05 4.1 39.4 AsAlModGr p 13.58 0.46 3.6 30.8 PALTAdml n 12.24 0.02 0.9 20.0 TgtRe2015 n 15.90 0.22 1.1 25.1 FundFIncI 8.32 NA NA NA LgCpStrInst 28.10 1.34 4.0 57.8
GMS-fd n 11.97 0.00 0.3 20.4 ProFunds Inv Class: SSgA Funds: Balanced 32.44 0.85 1.9 39.1 TgtRe2020 n 34.89 0.72 1.7 29.4 Wm Blair Funds Cl I:
SP500 n 246.17 11.01 3.6 55.2 PrmcpAdml nr 164.72 7.52 7.1 57.1 SmCap Grwth p 105.10 NA NA NA
GNMA n 9.44 -0.01 -0.1 11.0 UltNASDAQ-100 n 84.10 NA NA NA FocusA 58.17 4.63 10.2 191.1 RealEstatAdml n 124.87 4.47 3.7 33.1 TgtRe2025 n 22.01 0.56 2.2 32.4 SmCoOppI 49.91 NA NA NA IntlGthI r 41.44 1.74 4.5 48.4
Gr&In n 35.01 1.44 2.3 49.1 Putnam Funds: State Farm Associate: Trust for Professional Ma: TgtRe2030 n 41.60 1.20 2.6 34.3 SmMidI r 37.99 2.49 8.1 82.8
Balan n 85.38 2.26 2.2 39.5 S&PSC600Idx 378.17 19.44 12.1 44.4 VirtusFunds:
Growth n 102.94 5.69 6.2 83.4 GrOpp R6 58.12 3.05 4.6 99.8 PerfTrstMuniInst 26.04 0.03 0.7 19.6 SmCapAdml n 101.52 6.25 8.9 53.7 TgtRe2035 n 25.98 0.85 3.0 36.2 CeredexLgCpVlEqI 13.83 0.56 2.4 27.6 Wm Blair Funds Inst:
HelSci n 104.87 3.70 6.1 76.6 Putnam Funds Class A: Gwth n 104.56 3.66 3.4 49.8 PrfTrtStrtBd Ins 23.20 -0.03 0.4 17.2 SmGthAdml n 103.09 6.92 9.7 88.0 TgtRe2040 n 45.79 1.66 3.4 38.0 CeredexMdCpVlEqI 12.79 0.55 3.4 28.1 IntlGth 21.29 0.89 4.5 49.5
HiYield n 6.68 0.04 1.0 17.7 CATx p 8.39 0.02 1.0 17.6 Muni n 9.04 0.00 0.2 15.2 Tweedy Browne Fds: STBondAdml n 10.85 -0.01 -0.1 11.5 TgtRe2045 n 29.28 1.17 3.9 39.9 GvSecUltShtBdI 10.05 0.00 0.1 5.5 Wm Blair Funds R6:
InstEmMEq 53.42 2.47 7.1 32.4 ConvSec 34.71 1.98 7.5 89.5 State Street Institu: GblValue n 28.36 1.00 3.3 9.7 STCorpIx n 22.60 0.01 0.1 13.5 TgtRe2050 n 47.22 1.90 3.9 40.1 InnGrSt I 74.80 6.04 12.2 254.6 EmgMktGth 20.94 1.16 11.1 58.4
InstFLRfd r 9.76 0.02 1.1 12.2 DvrIn p 6.92 0.08 1.6 10.9 SmCapEq (ICL) 20.96 1.10 8.0 46.3
InstHiYld
LgCapGow I
8.87
65.47
0.06
3.70
1.0
7.0
18.1
93.6
DynAABalA
DynAAGthA
17.06
19.67
0.54
0.81
2.9
4.1
28.6
32.3
US Eq (ICL)
State Street V.I.S.:
15.39 0.68 3.0 63.2
U
InstLCCoreGr 68.21 3.86 4.6 80.4 EqIn p 27.52 1.20 4.5 33.2 TR V.I.S. Cl 1 17.13 0.39 3.0 20.1 UM Funds:
LgCpVal 24.69 1.12 4.5 25.5 GeorgePutBal 22.94 0.68 2.3 43.0 TR V.I.S. Cl 3 17.07 0.39 3.0 19.2 BehavVal 70.51 4.84 9.7 23.3
Top 5 Insider Purchases by Company in 2021
InstSmCap 32.72 1.87 6.9 77.4 GlblEqty p 19.95 0.95 4.6 28.4 Sterling Capital Fds: USAA Group:
TotRetBdI 11.24 -0.02 -0.7 19.5 Number of Number of Avg.
IntDis n 97.19 5.29 7.1 51.2 GlbHlthCare p 60.12 0.32 0.9 50.0 500Indx Reward n 53.11 NA NA NA Company Symbol Insiders Shares $ Value Price
IntEqIdx nr 15.47 0.49 1.8 16.1 GrOpp p 54.69 2.87 4.5 97.6 CA Bd n 11.67 NA NA NA
IntlBond n
IntlStk n
9.74
22.03
-0.07
0.93
-1.6
4.7
10.6
32.3
HiYld A p
Incm p
5.95
7.19
0.04
0.00
0.9
-0.5
16.7
19.8
T CapGr n
CrnrsMod n
12.11
16.33
NA
NA
NA
NA
NA
NA
York Water ...................................................... YORW 15 877 39,030 $ 44.52
IntlValEq n 14.67 0.56 3.1 4.5 IntlEq p 27.04 0.89 1.5 14.5 TCU ShtDur : CrnstModAggr n 28.09 NA NA NA
Hamilton Beach Brands ................................. HBB 10 202,652 3,627,471 $ 17.90
Japan n 20.26 0.56 0.6 50.0 NYTx p 8.94 0.01 1.0 15.0 TCU ShtDur 9.89 0.00 -0.1 10.1 ExtMktIn n 27.65 NA NA NA Nacco Industries ............................................ NC 10 43,832 1,051,091 $ 23.98
MCapVal n 31.37 1.66 6.0 26.6 ShtDurBd 10.29 0.01 0.4 9.9 TCW Funds: Gr&Inc n 24.11 NA NA NA Bank Of South Carolina .................................. BKSC 9 20,364 332,049 $ 16.31
MCEqGr 75.38 3.22 4.0 65.5 SmCapGr p 75.82 5.85 10.4 119.4 CoreFxInc n 11.74 -0.03 -0.8 19.2 Gr&TxStr n 24.24 NA NA NA
MD Bond n 11.17 0.02 0.9 14.5 StDurInc 10.09 0.00 0.0 5.8 EmMktInc n 8.45 0.08 -0.3 14.1 Grwth n 35.30 NA NA NA Compass Diversified ..................................... CODI 7 36,570 717,326 $ 19.62
MidCap n 117.53 4.99 3.9 64.2 SustainLdrsFd p 116.48 4.56 3.5 76.2 SelEqtyI n 36.87 2.37 4.1 97.9 HiIncm n 7.86 NA NA NA
N Asia n 27.48 1.33 9.4 49.5 TFHY 13.19 0.03 2.1 19.1 TotRetBondI n 10.32 -0.04 -0.8 18.2 Inco n 13.81 NA NA NA
N Inc n 9.85 -0.03 -0.6 15.2 TxEx p 8.93 0.01 1.1 16.7 TCW Funds N: IncStk n 17.79 NA NA NA Top 5 Insider Sales by Company in 2021
NAmer n 71.43 4.04 4.5 99.5 MtgSec p 12.76 0.15 2.9 15.1 TotRetBdN pn 10.64 -0.04 -0.8 17.1 Intl n 26.66 NA NA NA
New Era n 33.61 1.21 2.9 2.9 Putnam Funds Class Y: The Bruce Fund: IntmTerm n 13.99 NA NA NA Number of Number of Avg.
NHoriz n 86.25 5.45 4.8 133.1 EqInc 27.52 1.19 4.5 34.1 BruceFund n 652.69 NA NA NA LgTerm n 13.91 NA NA NA Company Symbol Insiders Shares $ Value Price
OverS SF nr 12.45 0.46 3.3 18.4 GrOpp Y 57.66 3.03 4.6 99.1 Third Avenue: Nasdaq100 n 37.42 NA NA NA
QMUSSmCpGrEq n 50.86 3.37 6.6 63.7 Incm 7.33 0.00 -0.5 20.7 ValueInst 46.46 2.94 8.1 4.8 ntTerBd n 11.00 NA NA NA American Well................................................. AMWL 10 3,802,194 100,512,874 $ 26.44
SpectConsAllo n 21.89 0.43 2.0 27.0 ShtDurBd 10.30 0.01 0.4 10.7 Thompson IM Fds,Inc: PrecMM n 19.68 NA NA NA Texas Instruments.......................................... TXN 10 144,927 24,709,756 $ 170.50
SpectModerAllo n 27.30 0.79 2.9 34.0 StDurInc 10.10 0.00 0.0 6.1 Bond n 10.91 0.03 2.0 7.2 S&PIdx n 53.08 NA NA NA Carmax ........................................................... KMX 9 341,999 39,312,953 $ 114.95
SpectModerGwAllo n 42.35 1.62 3.8 40.0 Thornburg Fds: SciTech n 38.16 NA NA NA
R2005 n
R2010 n
14.29
18.72
0.28
0.40
1.9
2.0
26.9
28.5
R IncBuildA t
IncBuildC p
22.30
22.27
0.62
0.62
4.5 18.5
4.4 15.8
ShtT n
ShtTBdA n
10.67
9.36
NA
NA
NA
NA
NA
NA
Carvana ..........................................................
Mongodb ........................................................
CVNA
MDB
8
8
670,000
72,293
176,983,826
25,045,900
$ 264.15
$ 346.45
R2015 n 15.30 0.36 2.3 30.2 RBB Fund: IntVal I 30.17 1.31 5.3 33.3 SmCpStk n 20.54 NA NA NA
M32 BARRON’S February 8, 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, February 5, 2021 BlckRk Income (BKT) ...................... N 6.22 6.16 – 1.0 6.6
General Equity Funds Back to Basics: With Reddit stock squeezes sputtering, the plain stocks behind the First Trust Mtge Inc (FMY)-a ............
Invesco HI 2023 Tgt Term (IHIT) .....
N
N
14.39
9.22
13.65
8.99
– 5.1
– 2.5
5.1
6.6
Adams Diversified Equity (ADX) ...... N 20.74 17.94 – 13.5 16.7
Boulder Growth & Income (BIF) ...... N 13.96 11.38 – 18.5 1.2 Herzfeld Average and the Dow started February by driving gains of 2.5% and 1.5%, Invesco HI 2024 Tgt Term (IHTA) ....
Nuveen Mortgage and Inc (JLS) ......
N
N
9.37
22.61
9.23
20.36
– 1.5
– 10.0
5.8
4.6
Central Secs (CET)-c ........................ A 41.61 34.50 – 17.1 11.1
CohenStrsCEOppFd (FOF) .............. N 13.18 13.29 + 0.8 5.0 respectively, for the week ended Thursday. Nuveen Multi-Market Inc (JMM)-c ... N 7.86 7.28 – 7.4 4.4
Eagle Capital Growth (GRF)-c ........... A NA 7.86 NA 7.6 Vertical Capital Income (VCIF) ........ N NA 10.40 NA 4.4
EVTxAdvDivIncm (EVT) .................. N 25.41 23.82 – 6.3 0.2 58800 Net Asset Value Western Asset Mtg Oppty (DMO) .... N 15.06 14.33 – 4.8 10.5
Equus II (EQS) ................................ N NA 1.90 NA NA 63100 12 mos
Foxby Corp. (FXBY) ........................ O 3.89 NA NA NA Stock Market Prem Yield
GabelliDiv&IncTr (GDV) ................. N 25.96 22.56 – 13.1 10.0 Fund Name (Symbol) Exch NAV Price /Disc 1/29/21
Gabelli Equity Tr (GAB)-h ................. N 6.08 6.41 + 5.4 18.8 52100 56700
GeneralAmer (GAM) ....................... N 45.30 38.15 – 15.8 6.5 Investment Grade Bond Funds
JHancockTaxAdvDiv (HTD) ............ N 22.99 21.51 – 6.4 – 16.2 50300 BlRck Core Bond (BHK) .................. N 16.27 16.23 – 0.2 5.1
Liberty All-Star Equity (USA) ........... N 7.45 7.20 – 3.4 16.3 BR Credit Alloc Inc (BTZ) ................. N 15.68 15.04 – 4.1 6.7
Liberty All-Star Growth (ASG)-h ....... N 8.31 9.28 + 11.7 54.9 45400
NuvTaxAdvTRStrat (JTA) ............... N 11.22 9.91 – 11.7 – 9.2 43900 BR Enhcd Govt (EGF) ...................... N 13.28 13.23 – 0.4 3.7
Insight Select Income (INSI) ........... N 21.78 20.89 – 4.1 3.8
Royce Micro-Cap Tr (RMT) ............. N 13.66 11.63 – 14.9 45.8 *Herzfeld InvescoBond (VBF) ......................... N 21.06 20.14 – 4.4 3.5
Royce Value Trust (RVT) ................. N 20.24 17.73 – 12.4 29.4 37500 J Han Income (JHS) ........................ N 16.37 15.71 – 4.0 5.1
Source Capital (SOR) ...................... N 46.68 41.49 – 11.1 7.1 Closed-End 38700 2Q 3Q 4Q 1Q MFS Govt Mkts (MGF) .................... N 4.66 4.51 – 3.2 7.7
Special Opportunities (SPE) ............ N 17.59 14.72 – 16.3 9.6 MFS Intmdt (MIN) .......................... N 3.91 3.76 – 3.8 8.9
Sprott Focus Trust (FUND) .............. O 8.87 7.68 – 13.4 14.5 Average % Disc/Prem From Net Asset Value Western Asset Inf-Lk Inc (WIA) ....... N 14.23 12.93 – 9.1 6.0
Tri-Continental (TY) ........................ N 34.97 31.00 – 11.4 14.3 -4 Western Asset Inf-Lk O&I (WIW) .... N 14.07 12.45 – 11.5 3.1
Specialized Equity Funds
Aberdeen Glb Prem Prop (AWP) ..... N 6.01 5.50 – 8.5 – 9.5
32000 WA Investment Grade Inc (PAI) ....... N 16.00 15.78 – 1.4 3.8
Aberdeen Std Gl Infra I (ASGI) ......... N 22.10 20.13 – 8.9 NS
-7 WesternAssetPremBd (WEA) ......... N
Westn Asst IG Def Opp Tr (IGI) ........ N
14.82
21.89
14.28
21.76
– 3.6
– 0.6
5.6
3.8
Adams Natural Resources (PEO) .... N 15.00 12.63 – 15.8 – 10.9 Loan Participation Funds
ASA Gold & Prec Met Ltd (ASA) ....... N 24.97 21.65 – 13.3 60.2 25300 -10 Apollo Senior Floating (AFT) ........... N 16.44 14.65 – 10.9 6.8
BR Enh C&I (CII) ............................. N 19.78 18.20 – 8.0 10.5 BR Debt Strategy (DSU) .................. N 11.73 10.74 – 8.4 7.8
BlackRock Energy & Res (BGR) ...... N 8.64 7.70 – 10.9 – 25.8 -13 BR F/R Inc Str (FRA) ....................... N 14.04 12.73 – 9.3 7.4
BlackRock Eq Enh Div (BDJ) ........... N 9.56 8.64 – 9.6 – 2.8 Dow Industrials BlackRock Floatng Rt Inc (BGT) ...... N 13.62 12.41 – 8.9 7.4
BlackRock Enh Glbl Div (BOE) ......... N 12.34 10.99 – 10.9 7.5 18600 -16 Blackstone Lng-Sh Cr Inc (BGX) ..... N 15.35 13.92 – 9.3 8.6
BlackRock Enh Intl Div (BGY) .......... N 6.50 5.93 – 8.8 8.6 2Q 20 3Q 20 4Q 20 1Q 21 2Q 20 3Q 20 4Q 20 1Q 21 Blackstone Sr Fl Rt Tm (BSL) .......... N 16.29 14.87 – 8.7 7.4
BlackRock Hlth Sci Tr II (BMEZ) ...... N 32.23 29.00 – 10.0 44.2 Blackstone Strat Cr (BGB) ............... N 14.56 13.14 – 9.8 8.4
BlackRock Hlth Sciences (BME) ...... N 46.22 49.29 + 6.6 22.3 BNY Mellon Alct GCI 2024 (DCF) ..... N 9.35 8.96 – 4.2 7.0
BlackRock Res & Comm (BCX) ....... N 8.79 8.34 – 5.1 18.2 The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in Eagle Point Credit (ECC) .................. N NA 11.39 NA 11.1
BlackRock Sci&Tech Tr II (BSTZ) .... N 42.67 39.31 – 7.9 92.0 American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami. Eagle Point Income (EIC) ................ N NA 15.18 NA 7.1
BlackRock Sci&Tech Trust (BST) .... N 56.09 58.16 + 3.7 74.4 Eaton Vance F-R 2022 TT (EFL) ....... N 9.34 9.28 – 0.6 5.0
BlackRock Utl Inf & Pwr (BUI) ......... N 24.44 25.49 + 4.3 19.2 305-271-1900/www.herzfeld.com EtnVncFltRteInc (EFT) .................... N 14.61 13.81 – 5.5 5.7
CBRE ClrnGlbRlEst (IGR) ................ A 8.17 7.15 – 12.5 – 4.3 EtnVncFltRteIncPlus (EFF) .............. N 16.63 15.91 – 4.3 5.0
CLEARBRIDGE ENGY MDS OPP (EMO) N 20.46 15.95 – 22.0 – 56.5 52 Week 52 Week EV SenFlRtTr (EFR) ......................... N 14.38 13.43 – 6.6 6.1
CLEARBRIDGE MLP&MDSTM TR (CTR) N 21.72 17.11 – 21.2 – 53.9 Stock Market Prem Market Stock Market Prem Market EVSnrIncm (EVF) ........................... N 6.89 6.58 – 4.5 6.0
ClearBridge MLP & Midstm (CEM) .. N 23.87 20.04 – 16.0 – 58.5 Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return First Eagle Senior Loan (FSLF) ........ N 15.87 14.31 – 9.8 7.0
Cntr Cst Brkfld MLP&EI (CEN) ......... N 13.41 10.17 – 24.2 – 79.9 FT/Sr Fltg Rte Inc 2 (FCT)-a .............. N 12.84 11.84 – 7.8 9.99
ChnStrInfr (UTF) ............................. N 25.21 27.15 + 7.7 8.7 Nuv Real Est (JRS) .......................... A 9.95 8.78 – 11.8 – 11.0 VAGI Con & Inc 2024 (CBH) ............ N 10.78 10.18 – 5.6 8.3 FT/Sr Fltg Rte 2022 TgTr (FIV)-a ....... N 9.61 9.23 – 4.0 2.4
COHEN & STEERS MLP INC&E (MIE) N 3.07 2.86 – 6.8 – 55.1 Nuveen Rl Asst Inc & Gro (JRI) ........ N 15.97 13.78 – 13.7 – 20.3 VAGI Dvs Inc & Conv (ACV) ............. N 37.40 34.65 – 7.4 44.8 Highland Income (HFRO) ................ N 13.32 10.36 – 22.2 9.0
Cohen&SteersQualInc (RQI) ........... N 13.47 12.91 – 4.2 0.2 NuvS&P500DynOvFd (SPXX) ......... N 16.69 15.70 – 5.9 1.3 VAGI Eqty & Conv Inc (NIE) ............. N 32.50 29.14 – 10.3 30.1 InvDYCrOpp (VTA) ......................... N 11.98 11.01 – 8.1 8.2
Cohen&Steers TotRet (RFI) ............ N 13.30 14.41 + 8.3 0.8 NuvSP500BuyIncFd (BXMX) .......... N 14.06 12.92 – 8.1 2.2 World Equity Funds InvSnrIncTr (VVR) .......................... N 4.56 4.17 – 8.6 6.3
CohenStrsREITPrefInc (RNP) ......... N 23.97 23.16 – 3.4 – 0.1 PIMGlbStkPI (PGP) ........................ N 9.85 10.49 + 6.5 – 5.2 AbrdnAusEq (IAF) ........................... A 6.13 5.41 – 11.7 10.3 Nuveen Credit Strat Inc (JQC) ......... N 7.09 6.47 – 8.7 15.8
Columbia Sel Prm Tech Gr (STK) ..... N 30.81 30.10 – 2.3 32.7 ReavesUtilityIncome (UTG) ............ A 32.64 32.76 + 0.4 – 10.5 Aberdeen Emg Mkts Eq Inc (AEF) .... A 10.12 8.72 – 13.8 20.4 NuvFloatRateIncFd (JFR) ................ N 10.24 9.41 – 8.1 6.6
CushingMLPTotRet (SRV)-d ............ N 30.96 23.77 – 23.2 – 31.6 RMR Mortgage Trust (RMRM) ........ A NA 11.16 NA – 45.4 Aberdeen Glbl Dyn Div (AGD) .......... N 12.45 10.95 – 12.0 14.3 NuvFloatRteIncOppty (JRO) ........... N 10.15 9.36 – 7.8 6.5
Cushing NextGen Inf Inc (SZC) ........ N 53.75 42.07 – 21.7 – 6.3 Salient Midstream & MLP (SMM) ... N 6.46 4.84 – 25.1 – 28.3 Aberdeen Japan Equity (JEQ) .......... N 10.87 9.42 – 13.3 25.6 Nuveen Senior Income (NSL) .......... N 6.01 5.59 – 7.0 7.1
DNP Select Income (DNP) .............. N 9.06 10.31 + 13.8 – 12.8 Tortoise Energy Ind (NDP) .............. N 19.40 15.38 – 20.7 – 46.7 Aberdeen Tot Dyn Div (AOD) ........... N 10.62 9.28 – 12.6 11.6 Nuveen Sht Dur Crdt Opp (JSD) ...... N 15.28 13.70 – 10.3 6.8
Duff&Ph Uti&Infra Inc Fd (DPG) ...... N 13.47 13.21 – 1.9 – 4.7 Tortoise Enrgy Infra Crp (TYG) ........ N 30.04 22.93 – 23.7 – 64.7 BlackRock Capital Alloc (BCAT) ...... N 21.36 23.25 + 8.8 NS PionrFltRate Tr (PHD) ..................... N 11.66 10.91 – 6.4 6.9
Duff&Ph Sel MLP&MS Engy (DSE) . N 6.99 6.60 – 5.6 – 80.2 Tortoise Ess Asst Inc Tm (TEAF) ..... N 16.88 13.71 – 18.8 – 11.1 Calamos GloDynInc (CHW) ............. N 10.25 9.88 – 3.6 24.2 High Yield Bond Funds
EtnVncEqtyInc (EOI) ....................... N 17.36 16.58 – 4.5 11.1 Tortoise Midstream Enrgy (NTG) .... N 31.73 24.20 – 23.7 – 75.1 Cdn Genl Inv (CGI)-y ........................ T 54.24 36.90 – 32.0 40.5 Aberdeen Inc Credit Str (ACP) ......... N 11.50 11.17 – 2.9 12.2
EtnVncEqtyIncoII (EOS) ................. N 22.10 21.92 – 0.8 25.5 Tortoise Pipelne & Enrgy (TTP) ....... N 23.45 18.47 – 21.2 – 60.5 Central and Eastern Euro (CEE) ....... N 28.78 24.84 – 13.7 – 5.8 AllianceBernGlHiIncm (AWF)-a ........ N 13.02 11.83 – 9.1 6.7
EVRskMnDvsEqInc (ETJ) ............... N 10.27 10.56 + 2.8 20.8 Tortoise Pwr & Engy Infr (TPZ) ....... N 14.45 11.64 – 19.4 – 23.1 China (CHN) ................................... N 36.16 33.15 – 8.3 73.3 Angel Oak Dynmc FS I Trm (DYFN) .. N 20.53 18.66 – 9.1 NS
ETnVncTxMgdBuyWrtInc (ETB) ..... N 14.86 14.89 + 0.2 – 2.4 VAGIAI & Tech Opptys (AIO) ........... N 29.71 29.25 – 1.5 59.9 Delaware Enh Gl Div & In (DEX) ....... N 10.81 9.70 – 10.3 – 0.5 Angel Oak FS Inc Trm (FINS) ........... N 18.68 17.50 – 6.3 7.2
EtnVncTxMgdBuyWrtOpp (ETV) ..... N 14.82 15.25 + 2.9 11.5 VDivInt&PremStr (NFJ) .................. N 15.85 13.71 – 13.5 10.7 EV TxAdvGlbDivInc (ETG) ............... N 20.14 18.19 – 9.7 6.2 Barings Glb SD HY Bd (BGH) ........... N 17.10 15.37 – 10.1 8.8
EvTxMnDvsEqInc (ETY) ................. N 13.08 12.47 – 4.7 7.2 Wells Fargo Ut & Hi Inc (ERH) ......... A 12.64 12.90 + 2.1 – 8.1 EtnVncTxAdvOpp (ETO) ................. N 27.69 25.66 – 7.3 6.1 BR Corporate HY (HYT) .................. N 12.14 11.56 – 4.8 8.4
EtnVncTxMgdGlbB (ETW) .............. N 10.46 9.76 – 6.7 3.7 Income & Preferred Stock Funds Economic Inv Tr (N/A)-cy ................. T 170.06 112.31 – 34.0 6.5 BlackRock Ltd Dur Inc (BLW) .......... N 17.17 15.94 – 7.2 7.5
EVTxMnGblDvEqInc (EXG) ............. N 9.54 8.92 – 6.5 9.6 CalamosStratTot (CSQ) .................. N 16.51 16.44 – 0.4 26.5 European Equity Fund Inc (EEA) ...... N 11.98 10.43 – 13.0 11.9 BNY Mellon Hi Yield Str (DHF)-a ....... N 3.30 3.01 – 8.8 8.8
First Trust Energy Inc G (FEN) ......... A 12.87 11.93 – 7.3 – 35.3 CohenStrsLtdDurPref&Inc (LDP) ... N 26.11 26.44 + 1.3 3.8 FirstTrAbEmergOp (FEO) ................ N 16.89 14.96 – 11.4 14.0 Brookfield Real Asst Inc (RA) .......... N 20.14 19.45 – 3.4 12.8
First Tr Enhanced Eq (FFA) .............. N 19.10 17.67 – 7.5 9.6 CohenStrsSelPref&Income (PSF) ... N 26.86 27.13 + 1.0 – 8.2 FirstTr Dyn Euro Eq Inc (FDEU)-a ...... N 13.65 11.99 – 12.2 – 13.5 CrSuisHighYld (DHY) ..................... A 2.56 2.32 – 9.4 8.7
First Tr Specialty Fn (FGB) ............... N 3.80 3.75 – 1.3 – 31.1 CohenStrsTaxAvPreSecs&I (PTA) .. N 25.67 25.34 – 1.3 NS Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 16.01 13.63 – 14.9 23.2 CSAM Income Fd (CIK) ................... A 3.47 3.26 – 6.1 8.4
FirstTrEnergyInfra (FIF)-a ................ N 12.97 11.10 – 14.4 – 27.8 Del Div & Inc (DDF) ......................... N 10.10 9.58 – 5.1 – 31.3 Gabelli Multimedia (GGT)-h ............. N 9.03 8.86 – 1.9 24.6 DoubleLine Inc Sol (DSL) ................ N 18.21 17.28 – 5.1 10.4
FirstTrMLPEner&Inc (FEI)-a ............ N 7.15 6.24 – 12.7 – 35.9 Dividend and Income (DNIF) ........... O 17.23 11.80 – 31.5 – 1.7 GDL Fund (GDL) ............................. N 10.85 8.96 – 17.4 1.0 DoubleLine Yld Opps (DLY) ............ N 20.53 19.30 – 6.0 NS
Gab Gl Util & Inc (GLU)-h ................. A 19.93 18.95 – 4.9 4.4 FirstTrIntDurPref&Inc (FPF)-a ......... N 24.38 23.67 – 2.9 3.1 Herzfeld Caribb (CUBA) .................. O 6.64 5.67 – 14.6 – 10.4 EV2021TgtTm (EHT) ...................... N 9.91 9.84 – 0.7 3.4
Gabelli Healthcare (GRX)-h .............. N 14.20 12.29 – 13.5 11.5 Gabelli Go Anywhere Tr (GGO) ........ N 15.53 NA NA NA Highland Global Alloc (HGLB) ......... N 10.56 6.80 – 35.6 – 10.0 First Tr Hi Inc Lng/Shrt (FSD)-a ........ N 16.56 15.02 – 9.3 8.8
Gab Utility (GUT)-h .......................... N 4.17 8.20 + 96.6 16.7 JHanPrefInc (HPI) .......................... N 19.85 19.28 – 2.9 – 12.2 India Fund (IFN) .............................. N 23.70 21.02 – 11.3 16.4 First Trust HY Opp:2027 (FTHY)-a .... N 21.44 19.77 – 7.8 NS
GAMCOGlGold&NatRes (GGN) ....... A 3.98 3.53 – 11.3 – 5.0 JHPrefIncII (HPF) ........................... N 19.53 18.97 – 2.9 – 9.6 J Han Hdgd Ety & Inc (HEQ) ............ N 13.00 11.39 – 12.4 – 15.4 Franklin Univ (FT) ........................... N 8.63 7.52 – 12.9 5.2
GAMCO NR GLD & INC TR (GNT) .... N 5.90 5.08 – 13.9 – 5.8 HnckJPfdInco III (HPS) .................. N 17.48 17.10 – 2.2 – 7.0 JHancockTaxAdv Gl Sh Yld (HTY) ... N 6.50 5.70 – 12.3 – 11.5 InvHighIncTrII (VLT) ...................... N 15.21 13.75 – 9.6 8.4
J Han Finl Opptys (BTO) .................. N 31.71 33.31 + 5.0 5.6 J Han Prm (PDT) ............................. N 13.75 14.37 + 4.5 – 14.4 Japan Smaller Cap (JOF) ................. N 10.51 9.03 – 14.1 6.9 IVY HIGH INCOME OPP (IVH) ......... N 14.88 13.32 – 10.5 8.7
Macquarie/FirstTr Gl (MFD) ............ N 9.89 8.81 – 10.9 – 12.9 LMP CapInco (SCD) ........................ N 14.14 12.03 – 14.9 – 11.1 Korea (KF) ...................................... N 50.76 44.34 – 12.6 52.2 MFS IntmdHgInc (CIF) .................... N 2.49 2.50 + 0.4 9.0
Madison CovCall & Eq Str (MCN) .... N 7.37 7.18 – 2.6 22.4 Nuveen Pref & I 2022 Trm (JPT) ...... N 24.54 24.38 – 0.7 2.9 LazardGlbTotRetInc (LGI) ............... N 20.12 18.42 – 8.4 19.7 NeubHgYldStrt (NHS) ..................... N 12.79 12.11 – 5.3 9.2
Neuberger Brmn MLP & EI (NML) ... N 5.06 3.89 – 23.1 – 37.2 Nuveen Pref & Inc Opp (JPC) .......... N 9.74 9.34 – 4.1 – 5.7 MexicoEqandIncmFd (MXE) ........... N 11.40 9.50 – 16.7 – 18.1 New Amer Hi Inc (HYB) ................... N 9.94 8.90 – 10.5 7.3
NubrgrRlEstSec (NRO) ................... A 4.55 4.28 – 5.9 – 18.8 Nuveen Fd (JPS) ............................. N 9.79 9.67 – 1.2 0.0 Mexico (MXF) ................................. N NA 13.53 NA – 3.1 NexPointStratOppty (NHF) ............. N 18.75 11.23 – 40.1 9.7
Nuv Dow 30 Dyn Overwrite (DIAX) .. N 16.89 15.05 – 10.9 – 8.6 Nuveen Pref & Inc Term (JPI) .......... N 24.81 24.47 – 1.4 0.0 Miller/Howard High Inc E (HIE) ....... N 9.21 8.15 – 11.5 – 20.7 Nuveen CI 2023 Target (JHAA) ........ N 10.10 9.91 – 1.9 5.3
NuvCorEqAlpha (JCE) ..................... N 15.83 14.42 – 8.9 4.0 Nuveen TxAdvDivGr (JTD) .............. N 16.28 14.25 – 12.5 – 13.7 MS ChinaShrFd (CAF)-J ................... N 25.29 21.69 – 14.2 16.5 Nuveen CI Nov 2021 Tgt (JHB) ........ N 9.48 9.32 – 1.7 3.9
NuveenDiversDiv&Inc (JDD) .......... N 10.43 8.90 – 14.7 – 10.6 TCW Strat Income (TSI) .................. N 5.60 5.60 + 0.0 1.0 MS India (IIF) .................................. N 26.95 23.06 – 14.4 10.5 Nuveen Crdt Opps 2022 TT (JCO) .... N 8.33 8.27 – 0.7 6.8
Nuveen Nasdaq 100 Dyn Ov (QQQX) N 27.96 26.74 – 4.4 16.0 Convertible Sec's. Funds New Germany (GF) ......................... N 23.17 20.10 – 13.3 46.4 Nuveen Global High Inc (JGH) ......... N 17.12 15.57 – 9.1 7.1
AdvntCnvrtbl&IncFd (AVK) ............. N 20.33 17.39 – 14.5 21.3 New Ireland (IRL) ........................... N 13.13 10.67 – 18.7 12.5 PGIM Global High Yield (GHY) ........ N 16.67 14.73 – 11.6 8.7
a-NAV and market price are ex dividend. b-NAV is fully diluted. c- Bancroft Fund Ltd (BCV) ................. A 35.17 34.63 – 1.5 47.7 RENN Fund (RCG) .......................... A NA 2.06 NA 19.8 PGIM High Yield Bond (ISD) ........... N 17.14 15.44 – 9.9 8.3
NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. CalamosConvHi (CHY) ................... N 16.75 15.35 – 8.4 40.7 Royce Global Value Trust (RGT) ...... N 15.16 13.66 – 9.9 23.0 PGIM Sh Dur Hi Yld Opp (SDHY) ..... N 20.13 NA NA NS
e-NAV assumes rights offering is fully subscribed. f-Rights offering CalmosConvOp (CHI) ..................... N 15.87 14.54 – 8.4 39.6 Swiss Helvetia (SWZ) ..................... N 10.46 9.10 – 13.0 12.4 PioneerHilncmTr (PHT) .................. N 9.59 9.16 – 4.5 8.3
Ellsworth G&I Fund Ltd (ECF) .......... A 15.69 16.19 + 3.2 53.7 Templeton Dragon (TDF) ................ N 28.68 25.32 – 11.7 69.7 Wells Fargo Income Oppty (EAD) .... A 9.14 8.24 – 9.8 8.4
in process. g-Rights offering announced. h-Lipper data has been ad- Gabelli Conv Sec (GCV) ................... N 7.29 6.66 – 8.6 25.4 Templeton Em Mkt (EMF) ............... N 22.28 20.00 – 10.2 34.3 WstAstHIF II (HIX) .......................... N 7.25 6.92 – 4.6 8.6
justed for rights offering. j-Rights offering has expired, but Lipper HiIncBd (PCF) ................................. N 9.16 9.05 – 1.2 8.3 United Corps Ltd (UNC)-cy ............... T 175.32 106.01 – 39.5 9.5 Western Asset Hi Inc Opp (HIO) ...... N 5.51 4.98 – 9.6 7.9
data not yet adjusted. l-NAV as of previous day. o-Tender offer in VAGI Conv & Inc II (NCZ) ................ N 5.93 5.23 – 11.8 9.97 Wells Fargo Gl Div Oppty (EOD) ....... N 5.74 5.09 – 11.3 0.3 Western Asset Hi Yld D O (HYI) ....... N 16.02 15.27 – 4.7 7.5
process. Source: Lipper VAGI Conv & Inc (NCV) ................... N 6.62 5.88 – 11.2 8.9 U.S. Mortgage Bond Funds Other Domestic Taxable Bond Funds

THREE YEAR TED SPREAD Market Sentiment LAST +1.59

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
0.6 Panic
Friday's Close 0.13
0.5 -1.4
0.4
0.3 -2.1
0.2 J F M A M J J A S O N D J F
0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 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
February 8, 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 1/29/21 Fund Name (Symbol) Exch NAV Price /Disc 1/29/21 Fund Name (Symbol) Exch NAV Price /Disc 1/29/21 Fund Name (Symbol) Exch NAV Price /Disc Return
Apollo Tactical Income (AIF) ........... N 16.57 14.68 – 11.4 7.1 InvTrInvGrMu (VGM) ..................... N 14.29 13.44 – 5.9 4.6 PIMCO CA (PCQ) ............................ N 14.41 19.10 + 32.5 4.3 Blackstone/GSO FR EI D (N/A)-a ....... z 24.10 NA NA 5.4
Ares Dynamic Crdt Alloc (ARDC) ..... N 16.45 14.77 – 10.2 8.2 InvescoValMunInc (IIM) ................. N 17.00 16.00 – 5.9 4.4 PIMCOCAMuniII (PCK) ................... N 9.25 9.09 – 1.7 4.2 Blackstone/GSO FR EI I (N/A)-a ........ z 24.07 NA NA 5.6
Barings Corporate Inv (MCI) ........... N NA 13.28 NA 7.2 MAINSTAY:MK DEFTR MUN OP (MMD) N 21.28 22.26 + 4.6 4.6 Pimco CA Muni III (PZC) ................. N 10.38 10.50 + 1.2 4.3 Blackstone/GSO FR EI T (N/A)-a ....... z 24.03 NA NA 5.2
Barings Part Inv (MPV) ................... N NA 12.16 NA 6.6 MFS HgIncMuniTr (CXE) ................ N 5.41 5.13 – 5.2 4.8 PIMCO NY (PNF) ............................ N 12.18 12.10 – 0.7 4.2 Blackstone/GSO FR EI T-I (N/A)-a ..... z 24.62 NA NA 5.1
BlackRock Mlt-Sctr Inc (BIT) .......... N 18.56 17.63 – 5.0 8.6 MFS HgYldMuniTr (CMU) ............... N 4.88 4.56 – 6.6 4.8 PIMCONYMuniII (PNI) ................... N 11.66 11.55 – 0.9 4.2 Blackstone/GSO FR EI U (N/A)-a ....... z 25.09 NA NA 5.1
BlackRock Tax Muni Bd (BBN) ........ N 25.21 26.47 + 5.0 5.0 NeubrgrBrm (NBH) ......................... A 15.47 15.83 + 2.3 4.9 Pimco NY Muni III (PYN) ................. N 9.28 9.17 – 1.2 4.7 Blstn Commnty Dev (N/A) ............... z 10.04 NA NA 3.3
DoubleLine:Oppor Crdt Fd (DBL) .... N 19.87 19.96 + 0.5 8.7 Nuveen AMT-Fr Mu Val (NUW) ........ N 17.59 16.89 – 4.0 2.8 General Equity Funds BNYM Alcntr Glb MS Cr Fd (N/A) ..... z 104.17 NA NA 6.8
Duff&Ph Util Cor (DUC) .................. N 9.51 10.16 + 6.8 5.8 Nuveen AMT-Fr Qlty Mun I (NEA)-a .. A 16.14 15.01 – 7.0 4.5 Alternative Strategies:I (N/A) .......... z 5.71 NA NA – 10.7 CLIFFWATER CL FD;I (N/A) ............. z 10.45 NA NA 6.8
EVLmtDurIncm (EVV) ..................... A 13.82 12.66 – 8.4 9.6 Nuveen AMT-Fr Mu CI (NVG) .......... A 17.64 17.05 – 3.3 4.6 AMG Pantheon:1 (N/A) ................... z NA NA NA NA CNR Strategic Credit (N/A) .............. z 10.69 NA NA 7.6
Franklin Ltd Dur Income (FTF) ......... A 9.49 9.42 – 0.7 6.0 Nuveen Dyn Muni Opp (NDMO) ....... N 16.09 NA NA NS BOW RIVER CAPTL EVGN;I (N/A) .... z NA NA NA N FedProj&TrFinanceTendr (N/A) ...... z 9.95 NA NA 2.7
J Han Investors (JHI) ...................... N 18.74 18.07 – 3.6 7.7 Nuveen Enh Muni Val (NEV) ............ N 15.88 16.66 + 4.9 4.3 Continuously Offered FS Global Crdt Opptys D (N/A) ......... z NA NA NA 8.2
KKR Income Opportunities (KIO) .... N NA 15.10 NA 9.7 Nuveen Int Dur Mun Term (NID) ...... N 14.63 14.35 – 1.9 3.6 52 Week Schrdrs Opp Inc;A (N/A) ................. z 26.02 NA NA 2.0
MFS Charter (MCR) ........................ N 8.89 8.94 + 0.6 7.9 Nuveen Int Dur Qlty Mun (NIQ) ........ N 15.02 14.67 – 2.3 2.9 Stock Market Prem Market Schrdrs Opp Inc;A2 (N/A) ............... z 26.04 NA NA 0.4
Nuveen Taxable Muni Inc (NBB) ...... N 22.76 23.31 + 2.4 4.7 Nuveen Mu Crdt Opps (NMCO) ....... N 14.80 14.02 – 5.3 5.1 Fund Name (Symbol) Exch NAV Price /Disc Return Schrdrs Opp Inc;I (N/A) .................. z 26.01 NA NA 2.1
PCM Fund (PCM) ............................ N 9.62 11.32 + 17.7 8.5 NuvMuni2021TgtTerm (NHA) ......... N 9.86 9.86 + 0.0 1.2 Schrdrs Opp Inc;SDR (N/A) ............ z 26.05 NA NA 2.2
PIMCO Corp & Inc Oppty (PTY) ....... N 14.34 18.04 + 25.8 8.7 Nuv Muni Credit Income (NZF) ........ A 17.19 16.30 – 5.2 4.7 Specialized Equity Funds Invesco Sr Loan A (N/A) .................. z 6.38 NA NA 4.0
PIMCO Corp & Inc Strat (PCN) ........ N 14.47 17.23 + 19.1 7.8 NuvMuniHiIncOpp (NMZ) ............... A 14.37 14.51 + 1.0 5.1 Bluerock Total Inc+ RE:A (N/A) ........ z 29.72 NA NA 2.3 Invesco Sr Loan C (N/A) .................. z 6.40 NA NA 3.3
PIMCOHilnco (PHK) ....................... N 5.89 6.24 + 5.9 10.3 Nuveen Muni Inc (NMI) ................... N 11.47 11.60 + 1.1 3.4 Bluerock Total Inc+ RE:C (N/A) ........ z 28.25 NA NA 1.5 Invesco Sr Loan IB (N/A) ................. z 6.38 NA NA 4.2
PIMCO IncmStrFd (PFL) ................. N 10.73 11.83 + 10.3 9.4 Nuveen Muni Val (NUV) .................. N 10.85 11.68 + 7.6 3.2 Bluerock Total Inc+ RE:I (N/A) ......... z 30.30 NA NA 2.5 Invesco Sr Loan IC (N/A) ................. z 6.38 NA NA 4.1
PIMCO IncmStrFd II (PFN) .............. N 9.51 10.20 + 7.3 9.6 Nuveen Quality Muni Inc (NAD) ....... N 16.54 15.34 – 7.3 4.4 Bluerock Total Inc+ RE:L (N/A) ........ z 29.45 NA NA 2.0 Invesco Sr Loan Y (N/A) .................. z 6.39 NA NA 4.2
Putnam Mas Int (PIM) .................... N 4.54 4.22 – 7.0 8.2 Nuveen Sel Mat (NIM) ..................... N 10.92 10.79 – 1.2 2.9 Broadstone Rl Est Acc:I (N/A) .......... z 9.61 NA NA – 6.8 Pioneer Sec Inc (N/A) ...................... z 9.89 NA NA 4.4
Putnam Prem Inc (PPT) .................. N 5.03 4.69 – 6.8 8.6 Nuveen Sel TF (NXP) ....................... N 16.67 17.85 + 7.1 3.1 Broadstone Rl Est Acc:W (N/A) ....... z 9.61 NA NA – 7.0 High Yield Bond Funds
Wells Fargo Multi-Sector (ERC) ...... A 13.12 12.41 – 5.4 9.4 Nuveen Sel TF 2 (NXQ) .................... N 15.80 16.00 + 1.3 3.1 CIM RA&C A (N/A)-a ........................ z 25.49 NA NA NS Griffin Inst Access Cd:A (N/A) ......... z NA NA NA 5.9
World Income Funds Nuveen Sel TF 3 (NXR) .................... N 17.04 17.47 + 2.5 3.0 CIM RA&C C (N/A)-a ........................ z 25.34 NA NA NS Griffin Inst Access Cd:C (N/A) ......... z NA NA NA 5.9
Abrdn AP IncFd (FAX) ..................... N 4.88 4.49 – 8.0 7.4 PIMCO MuniInc (PMF) .................... N 13.44 14.53 + 8.1 4.5 CIM RA&C I (N/A)-a ......................... z 25.53 NA NA NS Griffin Inst Access Cd:F (N/A) .......... z NA NA NA 5.9
Aberdeen Global Income (FCO) ....... N 7.03 8.01 + 13.9 10.6 PIMCOMuniIncII (PML) .................. N 12.62 14.90 + 18.1 4.8 CIM RA&C L (N/A)-a ........................ z 25.44 NA NA NS Griffin Inst Access Cd:I (N/A) .......... z NA NA NA 5.9
BlackRock 2022 Gl Inc Op (BGIO) ... N 9.31 9.22 – 1.0 6.5 Pimco Muni III (PMX) ..................... N 11.57 12.50 + 8.0 4.4 Clarion Partners REI D (N/A) ........... z 10.18 NA NA 6.2 Griffin Inst Access Cd:L (N/A) .......... z NA NA NA 5.9
BrndywnGLB Glb Inc Oppts (BWG) . N 14.48 12.51 – 13.6 6.8 PioneerHilncAdv (MAV) .................. N 12.47 11.94 – 4.3 4.5 Clarion Partners REI I (N/A) ............. z 10.18 NA NA 6.5 PIMCO Flexible Cr I;A-2 (N/A) .......... z 9.44 NA NA 7.2
EtnVncStDivInc (EVG) .................... N 13.96 13.26 – 5.0 6.9 PioneerMunHiIcmT (MHI) .............. N 13.34 12.58 – 5.7 4.5 Clarion Partners REI S (N/A) ........... z 10.19 NA NA 5.6 PIMCO Flexible Cr I;A-3 (N/A) .......... z 9.44 NA NA NS
First Tr/Ab Glbl Inc (FAM)-a .............. N 11.06 10.50 – 5.1 9.1 Putnam Mgd Inc (PMM) ................. N 8.35 8.25 – 1.2 4.6 Clarion Partners REI T (N/A) ............ z 10.17 NA NA 5.7 PIMCO Flexible Cr I;A-4 (N/A) .......... z 9.44 NA NA 7.5
MS EmMktDomDebt (EDD) ............ N 7.23 6.16 – 14.8 7.1 Putnam Muni Opp (PMO) ................ N 14.09 13.69 – 2.8 4.8 Griffin Inst Access RE:A (N/A) ......... z 25.55 NA NA – 2.2 PIMCO Flexible Cr I;Inst (N/A) ......... z 9.44 NA NA 8.3
Ms EmMktDebtFd (MSD) ................ N 10.53 9.32 – 11.5 4.6 RiverNorth Flex Muni Inc (RFM) ...... N 24.04 NA NA NS Griffin Inst Access RE:C (N/A) ......... z 24.53 NA NA – 2.9 PionrILSBridge (N/A) ..................... z 10.00 NA NA 0.0
Nuveen EM Dbt 2022 Tg Tr (JEMD) . N 7.95 7.87 – 1.0 5.5 RiverNorth Mgd Dur Mun I (RMM) .. N 20.03 19.15 – 4.4 5.9 Griffin Inst Access RE:I (N/A) .......... z 25.91 NA NA – 1.9 WA Middle Mkt Inc (N/A) ................. z 626.19 NA NA 7.3
PIMCO Dyn Crd & Mrt Inc (PCI) ....... N 20.49 21.50 + 4.9 9.9 RiverNorth Opps Muni Inc (RMI) ..... N 23.83 21.84 – 8.4 5.0 GS Real Est Div Inc:A (N/A) ............. z 9.84 NA NA – 1.6 Other Domestic Taxable Bond Funds
PIMCO Dynamic Income (PDI) ........ N 25.14 26.61 + 5.8 10.1 Western Asset Mgd Muni (MMU) .... N 14.25 13.26 – 6.9 4.1 GS Real Est Div Inc:C (N/A) ............. z 9.83 NA NA – 2.4 Alternative Credit Inc:A (N/A) .......... z 10.66 NA NA 6.6
PIMCO Dynamic Inc Opp (PDO) ...... N 20.13 20.33 + 1.0 NS Western Asset Mun Hi Inc (MHF) .... N 8.15 7.95 – 2.5 3.5 GS Real Est Div Inc:I (N/A) .............. z 10.27 NA NA – 1.4 Alternative Credit Inc:C (N/A) .......... z 10.77 NA NA 5.9
PIMCO Income Opportunity (PKO) .. N 23.83 25.38 + 6.5 9.1 WstAstMuniPrtnrs (MNP) .............. N 17.23 15.34 – 11.0 3.7 GS Real Est Div Inc:L (N/A) .............. z 9.85 NA NA – 1.8 Alternative Credit Inc:I (N/A) ........... z 10.68 NA NA 6.9
PIMCO Stratg Inc (RCS) .................. N 6.76 7.09 + 4.9 9.4 Westn Asst Mu Def Opp Tr (MTT) .... N 21.50 21.42 – 0.4 3.0 GS Real Est Div Inc:W (N/A) ............ z 9.99 NA NA – 1.6 Alternative Credit Inc:L (N/A) .......... z 10.65 NA NA 6.4
StoneHarbor EM Tot Inc (EDI) ......... N 8.62 9.34 + 8.4 13.3 Single State Muni Bond NexPointRlEstStrat;A (N/A) ............ z 16.24 NA NA – 12.4 Alternative Credit Inc:W (N/A) ......... z 10.65 NA NA 6.6
StoneHarbor Emg Mkts Inc (EDF) ... N 7.35 8.52 + 15.9 15.1 BlackRock CA Mun (BFZ) ................ N 16.24 14.32 – 11.8 3.1 NexPointRlEstStrat;C (N/A) ............ z 16.41 NA NA – 12.9 Am Beacon Apollo TR:T (N/A) ......... z 10.25 NA NA 2.0
Templeton Em Inc (TEI) .................. N 8.71 7.67 – 11.9 1.3 BlackRock MA Tax-Exempt (MHE) .. N 13.98 14.55 + 4.1 3.5 NexPointRlEstStrat;Z (N/A) ............ z 16.40 NA NA – 12.2 Am Beacon Apollo TR:Y (N/A) ......... z 10.32 NA NA 2.8
Templtn Glbl Inc (GIM) ................... N 6.03 5.59 – 7.3 0.2 BlackRock MD Mun Bd (BZM) ......... N 15.48 15.10 – 2.5 3.2 PREDEX;I (N/A) .............................. z 25.30 NA NA 0.5 Am Beacon SP Enh Inc:T (N/A) ........ z 9.60 NA NA 3.7
Virtus Gl MSec Inc (VGI) ................. N 12.67 12.19 – 3.8 11.1 BR MH CA Qly Fd Inc (MUC) ............ N 16.17 14.99 – 7.3 4.0 PREDEX;T (N/A) ............................. z 25.41 NA NA 0.5 Am Beacon SP Enh Inc:Y (N/A) ........ z 9.69 NA NA 4.3
WstAstEmergDebt (EMD) ............... N 15.27 13.83 – 9.4 8.6 BR MH NJ Qly (MUJ) ....................... N 16.31 14.81 – 9.2 4.8 PREDEX;W (N/A) ............................ z 25.41 NA NA 0.5 BR Credit Strat;A (N/A) ................... z 10.50 NA NA NS
Western Asset Gl Cr D Op (GDO) ..... N 18.91 18.16 – 4.0 6.7 BR MH NY Qly (MHN) ..................... N 15.34 14.16 – 7.7 4.2 Principal Dvs Sel RA A (N/A) ........... z 26.20 NA NA 1.9 BR Credit Strat;Inst (N/A) ................ z 10.49 NA NA 5.2
National Muni Bond Funds BlkRkMunyldAZ (MZA) ................... N 15.09 15.34 + 1.7 3.8 Principal Dvs Sel RA Ins (N/A) ......... z 26.26 NA NA 2.2 BlackRock Mlt-Sctr Oppty (N/A) ...... z 89.12 NA NA 8.0
AllBerNatlMunInc (AFB)-a ................ N 15.58 14.35 – 7.9 4.2 BR MuniYld CA (MYC) .................... N 16.58 14.82 – 10.6 3.4 Principal Dvs Sel RA Y (N/A) ........... z 26.34 NA NA 2.4 BlackRock Mlt-Sec Opp II (N/A) ...... z 91.89 NA NA 7.9
BlckRk Inv Q Mun (BKN) ................. N 16.93 17.26 + 1.9 4.4 BR MuniYld CA Qly (MCA) ............... N 16.42 15.01 – 8.6 4.0 SharesPost 100;A (N/A) .................. z 38.35 NA NA 29.1 Carlyle Tact Pvt Cred:A (N/A) ........... z 8.86 NA NA 7.1
BlckRk L-T Muni Adv (BTA) ............. N 13.34 12.99 – 2.6 4.7 BR MuniYld MI Qly (MIY) ................ N 16.07 14.94 – 7.0 4.2 SharesPost 100:I (N/A) ................... z 38.65 NA NA 29.5 Carlyle Tact Pvt Cred:I (N/A) ............ z 8.90 NA NA 7.8
BR Mu InDur (MUI) ......................... N 16.30 14.93 – 8.4 4.0 BR MuniYld NJ (MYJ) ..................... N 16.36 14.72 – 10.0 5.0 SharesPost 100:L (N/A) .................. z 38.06 NA NA 28.8 Carlyle Tact Pvt Cred:L (N/A) ........... z 8.86 NA NA 7.4
BlackRock Muni 2030 Tgt (BTT) ...... N 27.22 26.00 – 4.5 2.8 BR MuniYld NY Qly (MYN) .............. N 14.70 13.51 – 8.1 4.2 StoneCastle Financial Co (BANX) .... z NA NA NA NA Carlyle Tact Pvt Cred:M (N/A) .......... z 8.90 NA NA NS
BlackRock Mun Bd (BBK) ................ N 17.02 16.27 – 4.4 4.5 BR MuniYld PA Qly (MPA) ............... N 16.48 14.89 – 9.6 4.2 USQ Core Real Estate:I (N/A) ........... z 24.80 NA NA 0.2 Carlyle Tact Pvt Cred:N (N/A) .......... z 8.85 NA NA 7.8
BlackRock Muni (BFK) .................... N 14.98 15.25 + 1.8 4.4 BlckRk NY Muni Inc Qly (BSE) ......... N 15.23 14.25 – 6.4 4.0 USQ Core Real Estate:IS (N/A) ........ z 24.81 NA NA 0.2 Carlyle Tact Pvt Cred:Y (N/A) ........... z 8.85 NA NA 7.5
BlackRock Muni II (BLE) ................. N 15.38 15.65 + 1.8 4.6 BlackRock NY Mun (BNY) ............... N 15.33 15.25 – 0.5 4.1 Versus Cap MMgr RE Inc:I (N/A) ..... z 27.21 NA NA NE CION Ares Dvsfd Crdt;A (N/A) ......... z NA NA NA 5.5
BlckRk Mun Inc Inv (BBF) ............... N 14.68 14.20 – 3.3 4.3 BlackRock NY Mun II (BFY) ............. N 15.84 14.89 – 6.0 4.5 Versus Capital Real Asst (N/A) ........ z 25.52 NA NA 1.8 CION Ares Dvsfd Crdt;C (N/A) ......... z NA NA NA 5.5
BlckRk Muni Inc Qly (BYM) ............. N 16.13 15.25 – 5.5 4.1 BlackRock VA Mun (BHV) ............... N 15.88 16.73 + 5.4 3.3 Wildermuth Endwmnt:A (N/A) ........ z 13.63 NA NA – 4.6 CION Ares Dvsfd Crdt;I (N/A) .......... z NA NA NA 5.5
BlckRk Muni Inc Inv Qly (BAF) ......... N 15.75 15.41 – 2.2 4.4 Del CO Muni Inc (VCF) ..................... A 15.57 14.39 – 7.6 3.5 Wildermuth Endwmnt:C (N/A) ........ z 13.11 NA NA – 5.5
Del MN II (VMM) ............................. A 15.16 13.35 – 11.9 3.0 CION Ares Dvsfd Crdt;L (N/A) .......... z NA NA NA 5.5
BR MuniAssets Fd (MUA) ............... N 14.76 15.22 + 3.1 4.2 Wildermuth Endowment:I (N/A) ...... z 13.71 NA NA – 4.9 CION Ares Dvsfd Crdt;U (N/A) ......... z NA NA NA 5.5
BR MuniEnhanced (MEN) ............... N 12.68 12.24 – 3.5 4.2 EVCAMuniBd (EVM) ....................... A 12.85 11.61 – 9.6 4.2 Income & Preferred Stock Funds
EVCAMuniIncm (CEV) .................... A 14.91 13.70 – 8.1 4.0 CION Ares Dvsfd Crdt:U2 (N/A) ....... z NA NA NA NS
BR MuniHoldng2 (MUH) ................. N 16.35 15.22 – 6.9 4.6 A3 Alternative Cr (N/A) .................... z 9.98 NA NA – 2.6 CION Ares Dvsfd Crdt;W (N/A) ........ z NA NA NA 5.5
BR MuniHoldings Qly (MFL) ........... N 15.40 14.56 – 5.5 3.8 Eaton Vance NY Muni Bd (ENX) ....... A 13.66 12.37 – 9.4 4.1 Calamos L/S Eqty and DI (CPZ) ....... z 20.66 18.07 – 12.5 11.5
BR MH Qly (MUS) ........................... N 14.35 13.55 – 5.6 4.4 EVNYMuniIncm (EVY) .................... A 15.29 14.12 – 7.7 3.8 CNR Select Strategies (N/A) ............ z 11.60 NA NA 0.0
Destra Multi-Altrntv;A (N/A) ............ z 11.94 NA NA – 5.7 First Eagle Crdt Opps A (N/A)-a ......... z 25.83 NA NA NS
BR MH Qly 2 (MUE) ......................... N 14.46 13.67 – 5.5 4.3 InvCaValMuIncTr (VCV) ................. N 13.86 13.30 – 4.0 4.1 Destra Multi-Altrntv;C (N/A) ............ z 11.40 NA NA – 6.5
BR MuniHoldngs (MHD) ................. N 17.61 16.70 – 5.2 4.4 InvPAValMuIncTr (VPV) ................. N 14.46 13.00 – 10.1 4.6 First Eagle Crdt Opps I (N/A)-a .......... z 25.82 NA NA NS
Destra Multi-Altrntv;I (N/A) ............. z 12.19 NA NA – 5.5 FS Credit Income;A (N/A) ................ z NA NA NA 5.3
BR MuniVest Fd (MVF) .................... N 10.08 9.35 – 7.2 4.3 InvTrInvGrNYMu (VTN) .................. N 14.63 13.30 – 9.1 4.1 Destra Multi-Altrntv;T (N/A) ............ z 11.58 NA NA – 6.2
BR MuniVest 2 (MVT) ..................... N 15.83 15.30 – 3.3 4.4 NeubrgrBrmCA (NBW) ................... A 15.78 13.71 – 13.1 3.9 FS Credit Income;I (N/A) ................. z NA NA NA 5.6
Flat Rock Opportunity (N/A) ............ z 20.72 NA NA 17.8 FS Credit Income;T (N/A) ................ z NA NA NA 5.1
BR MuniYield Fd (MYD) .................. N 15.48 14.54 – 6.1 4.6 NeubrgeBrmNY (NBO) ................... A 14.31 12.48 – 12.8 3.8 The Relative Value:CIA (N/A)-a ......... z NA NA NA NA
BR MuniYld Invest Qly (MFT) .......... N 14.71 14.77 + 0.4 4.6 Nuveen AZ Qual Muni Inc (NAZ) ...... N 15.51 15.37 – 0.9 3.7 FS Credit Income;U (N/A) ................ z NA NA NA 5.1
Variant Altrntv Inc:Inst (N/A) ........... z 26.76 NA NA 5.8 FS Credit Income;U-2 (N/A) ............ z NA NA NA NS
BR MuniYield Qlty (MQY) ................ N 16.87 17.22 + 2.1 4.0 Nuveen CA AMT-F Qual MI (NKX) .... A 17.09 15.62 – 8.6 4.1 Variant Altrntv Inc:Inv (N/A) ............ z 26.77 NA NA 5.5
BR MuniYld Qlty2 (MQT) ................ N 14.81 14.20 – 4.1 4.2 Nuveen CA Val (NCA) ...................... N 10.92 10.67 – 2.3 2.9 GL Beyond Income (N/A) ................ z 0.61 NA NA NE
Convertible Sec's. Funds KKR CREDIT OPPTY;D (N/A) ........... z NA NA NA NS
BR MuniYld Qly 3 (MYI) .................. N 15.56 14.59 – 6.2 3.8 Nuveen CA Muni Value 2 (NCB) ....... N 16.67 15.56 – 6.7 2.6 Calmos Dyn Conv and Inc (CCD) ..... z 32.75 31.73 – 3.1 62.1
BR MuniYldInv (MYF) ..................... N 14.93 14.27 – 4.4 4.7 NuveenCAQtyMuInc (NAC) ............. N 16.46 15.15 – 8.0 4.2 KKR CREDIT OPPTY;I (N/A) ............ z NA NA NA NS
BlckRk Str Muni (BSD) .................... N 14.97 15.11 + 0.9 4.4 Nuveen CA Sel Tx-Free (NXC) .......... N 16.07 16.01 – 0.4 3.2 12 mos KKR CREDIT OPPTY;T (N/A) ........... z NA NA NA NS
BNY Mellon Muni Bd Infra (DMB) .... N 14.77 14.84 + 0.5 4.3 NuvGA Qual Muni Inc (NKG) ........... A 14.54 13.06 – 10.2 3.7 Stock Market Prem Yield KKR CREDIT OPPTY;U (N/A) ........... z NA NA NA NS
BNY Mellon Muni Income (DMF) ..... A 9.50 8.96 – 5.7 4.7 Nuveen MA Qual Muni Inc (NMT) .... N 15.43 15.00 – 2.8 3.5 Fund Name (Symbol) Exch NAV Price /Disc 1/29/21 Lord Abbett Cred Opps Fd (N/A)-a .... z 10.74 NA NA 6.4
BNY Mellon Str Muni Bond (DSM) ... N 8.48 7.96 – 6.1 4.5 Nuveen MD Qual Muni Inc (NMY) .... N 15.54 14.27 – 8.2 4.1 Lord Abbett Cred Opps Fd (N/A)-a .... z 10.74 NA NA 7.0
BNY Mellon Strat Muni (LEO) .......... N 8.85 8.66 – 2.1 4.9 Nuveen MI Qual Muni Inc (NUM)-a ... N 16.31 15.10 – 7.4 3.8 World Equity Funds Lord Abbett Crd Op:U (N/A)-a ........... z 10.74 NA NA NS
Del Inv Natl Muni Income (VFL) ....... A 15.18 13.45 – 11.4 3.7 Nuveen Minn Qual Mun Inc (NMS) .. A 15.71 15.00 – 4.5 3.9 ACAP Strategic:A (N/A) ................... z 28.27 NA NA 49.8 Palmer Square Opp Inc (N/A) .......... z 18.75 NA NA 5.7
DTF Tax-Free Income (DTF) ............ N 16.25 14.45 – 11.1 3.3 Nuveen MO Qual Mun Inc (NOM) .... A 14.17 14.78 + 4.3 3.3 ACAP Strategic:W (N/A) .................. z 20.86 NA NA 50.9 Thrivent Church Ln&Inc:S (N/A)-a ... z 10.83 NA NA 2.5
DWS Muni Inc (KTF) ....................... N 12.92 11.77 – 8.9 4.0 Nuveen NJ Muni Value (NJV) .......... N 15.76 14.18 – 10.0 2.7 BMO LGM Front ME;I (N/A) ............. z 5.78 NA NA – 31.0 World Income Funds
DWS Strat Mun (KSM) .................... N 12.97 11.86 – 8.6 4.2 NuvNJ Qual Muni Inc (NXJ) ............. A 16.98 14.63 – 13.8 4.5 CalamosGlbTotRet (CGO) ............... z 15.68 15.54 – 0.9 40.6 Destra Int&Evt-Dvn Crd:A (N/A) ...... z 26.94 NA NA 2.5
EVMuniBd (EIM) ............................. A 14.40 13.50 – 6.3 4.4 Nuveen NY AMT/Fr Qual MI (NRK) .. A 15.27 13.75 – 10.0 4.1 CPG Cooper Square IE A (N/A) ........ z NA NA NA NS Destra Int&Evt-Dvn Crd:I (N/A) ....... z 26.94 NA NA 2.7
EVMuniIncm (EVN) ........................ N 14.49 13.80 – 4.8 4.1 Nuveen NY Val (NNY) ...................... N 10.31 10.00 – 3.0 3.2 CPG Cooper Square IE I (N/A) ......... z NA NA NA NS Destra Int&Evt-Dvn Crd:L (N/A) ...... z 26.91 NA NA 2.3
EVNatMuniOpp (EOT) ..................... N 22.14 21.03 – 5.0 3.6 Nuveen NY Muni Value 2 (NYV) ....... N 16.04 14.93 – 6.9 2.2 Primark Priv Eq Inv:I (N/A) .............. z 11.92 NA NA NS Destra Int&Evt-Dvn Crd:T (N/A) ...... z 26.88 NA NA 2.2
FedHrmsPremMuI (FMN) ............... N 15.87 14.76 – 7.0 4.2 Nuveen NY Qual Muni Inc (NAN) ..... N 15.79 14.53 – 8.0 4.2 VirtusTotalRetFd (ZTR) ................... z 9.34 8.73 – 6.5 – 3.7 National Muni Bond Funds
InvAdvMuIncTrII (VKI) ................... A 12.37 11.62 – 6.1 4.6 Nuveen NY Sel Tx-Free (NXN) ......... N 14.58 13.80 – 5.3 3.4 Loan Participation Funds PIMCO Flex Mun Inc;A-3 (N/A) ........ z 11.69 NA NA 2.1
Invesco MuniOp (OIA) .................... N 7.87 8.06 + 2.4 4.7 Nuveen OH Qual Muni Inc (NUO) ..... N 17.87 15.94 – 10.8 3.4 1WS Credit Income (N/A) ................ z 20.81 NA NA 5.8 PIMCO Flex Mun Inc:A1 (N/A) ......... z 11.69 NA NA NS
InvescoMuOppTr (VMO) ................ N 13.84 13.17 – 4.8 4.5 Nuveen PA Muni Value (NPN) ......... N 15.31 14.05 – 8.2 2.6 AlphCntrc Prime Merid In (N/A) ....... z 9.68 NA NA 11.1 PIMCO Flex Mun Inc;A2 (N/A) ......... z 11.69 NA NA NS
InvescoMuTr (VKQ) ........................ N 13.88 13.07 – 5.8 4.6 Nuveen PA Qual Muni Inc (NQP) ..... N 16.10 14.44 – 10.3 4.5 Angel Oak Str Crdt:Inst (N/A)-a ......... z 23.03 NA NA 7.9 PIMCO Flex Mun Inc;Inst (N/A) ....... z 11.69 NA NA 2.8
InvescoQual Inc (IQI) ...................... N 14.00 13.08 – 6.6 4.6 Nuveen VA Qlty Mun Inc (NPV) ....... N 15.50 15.95 + 2.9 3.5 Axonic Alternative Inc (N/A) ............ z 22.54 NA NA 3.4 Tortoise Tax-Adv Soc Inf (N/A) ........ z 9.49 NA NA 4.8

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
BankDirect Dallas,TX (877)839-2737 10000 0.60 (CD) 0.60 Ally Bank Philadelphia,PA (877)247-2559 1 0.60 (CD) 0.60 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.95 (CM) 0.95
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 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.95 (CA) 0.95
American Express Salt Lake City,UT (800)446-6307 1 0.50 (CD) 0.50 iGobanking.com Flushing,NY (888)432-5890 1000 0.60 (CD) 0.60 Ally Bank Philadelphia,PA (877)247-2559 1 0.85 (CD) 0.85
CIT Bank Livingstn,NJ (855)462-2652 1 0.50 (CD) 0.50 BankDirect Dallas,TX (877)839-2737 10000 0.60 (CD) 0.60 Popular Direct New York,NY (800)274-5696 10000 0.80 (CD) 0.80
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
iGobanking.com Flushing,NY (888)432-5890 1000 0.55 (CD) 0.55 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
BankDirect Dallas,TX (877)839-2737 10000 0.50 (CD) 0.50 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
First Internet Bank Indianapolis,IN (888)873-3424 1000 0.45 (CM) 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 Radius Bank Boston,MA (800)242-0272 1000 0.25 (CD) 0.25
Emigrant Direct New York,NY (800)836-1997 1000 0.40 (CD) 0.40 Bank OZK New York,NY (212)218-8383 1000 0.50 (CM) 0.50 Giantbank.com Ft.Lauderdale,FL (877)446-4200 2500 0.25 (CD) 0.25
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 February 8, 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 Feb 1 2 3 4 5
Daily Feb 1 2 3 4 5 COMPONENTS Change INDUSTRIALS
32000 NY Up 849,580 696,282 667,859 660,875 646,083
3M 3.35 NY Off 193,267 410,454 329,436 333,350 273,794
Open (t) 30223.95 30458.25 30599.58 30815.45 31243.31
Open (a) 30054.73 30276.88 30689.65 30737.78 31093.81 American Express 10.02 NY Up - Composite 4,336,479 3,022,931 3,476,255 3,132,222 3,184,640
NY Off - Composite 1,038,517 2,435,128 1,368,322 1,747,138 1,543,795
10:00 30077.66 30619.84 30693.25 30942.01 31149.47 Amgen -5.11 NYSE Amer UP 73,001 11,527 23,044 28,690 41,979
10:30 30056.14 30720.76 30555.85 30944.50 31126.19 Apple 4.80 31000 NYSE Amer Off 4,361 28,000 8,948 19,156 9,431
11:00 30053.61 30753.84 30626.91 30967.07 31187.21
Boeing 13.74 NASD Up 5,671,039 4,192,427 5,774,288 4,542,660 4,056,346
11:30 30174.77 30781.44 30652.34 30989.92 31159.43 NASD Off 1,220,306 2,907,160 1,569,334 2,563,983 2,501,166
12:00 30196.89 30813.02 30698.69 30980.43 31126.80 Caterpillar 10.16 NYSE Arca UP 306,991 177,547 136,383 130,721 144,027
12:30 30229.15 30785.94 30662.92 30975.53 31150.87 Chevron 4.06 NYSE Arca Off 33,054 80,725 64,180 70,463 27,921
1:00 30241.58 30815.40 30691.31 30966.43 31190.82 % (QCHA) +1.72 +1.13 +.84 +1.07 +.92
1:30 30245.33 30777.90 30699.02 30980.74 31158.62 Cisco Systems 3.50 30000 % (QACH) +4.20 –.21 +2.02 +1.29 +1.91
2:00 30230.44 30760.67 30742.22 30986.29 31138.88 Coca-Cola 1.50 % (QCHAQ) +2.52 +1.82 +1.74 +2.24 +1.54
2:30 30295.83 30758.75 30765.34 30995.14 31149.12 Disney 12.99 Market Advance/Decline Totals
3:00 30294.12 30805.49 30768.70 30997.83 31133.67
3:30 30251.42 30783.76 30758.50 30985.13 31112.18
Dow 5.34 Week ended last Friday compared to previous Friday
Close 30211.91 30687.48 30723.60 31055.86 31148.24 Goldman Sachs 22.33 29000 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca
High (t) 30505.13 30991.68 30928.22 31199.40 31429.28 Home Depot 8.04 Total Issues 3,334 293 4,089 1,561
Low (t) 29887.11 30316.26 30404.56 30619.08 30927.66 Advances 2,845 246 3,572 1,308
Honeywell Intl 7.55 Declines 459 42 458 243
High (a) 30335.91 30840.54 30793.41 31065.96 31252.18
Low (a) 30014.97 30276.88 30521.31 30737.78 31083.22 IBM 2.68 Unchanged 30 5 59 10
Change +229.29 +475.57 +36.12 +332.26 +92.38 Intel 2.67 28000 New Highs 492 41 813 419
New Lows 26 1 70 52
Theoretical (t): High 31429.28 Low 29887.11 Johnson & Johnson 1.32
Actual (a): High 31252.18 Low 30014.97 NYSE Composite Daily Breadth
JPMorgan Chase 9.31 Daily Feb 1 2 3 4 5
Dow Jones 20 Transport (divisor: 0.16369260926274) McDonald's 4.74 Issues Traded 3,289 3,282 3,295 3,296 3,290
27000 Advances 2,522 2,443 1,854 2,338 2,151
Open (t) 12178.50 12437.70 12532.94 12550.29 12817.07 Merck -1.27 Declines 702 761 1,345 874 1,059
Open (a) 12112.86 12324.32 12530.19 12533.25 12727.88 Unchanged 65 78 96 84 80
Microsoft 10.24 New Highs 89 132 138 207 286
10:00 12130.05 12488.83 12513.79 12567.76 12793.86
Nike Cl B 11.52 New Lows 2 ... ... 3 2
10:30 12162.07 12485.80 12447.01 12628.09 12774.67 Blocks - primary 5,980 6,396 5,580 5,640 5,518
11:00 12113.34 12483.75 12486.26 12668.31 12795.50 Procter & Gamble 1.36 26000 Total (000) - primary 1,045,884 1,111,246 1,009,123 1,003,439 935,731
11:30 12192.49 12509.97 12512.86 12653.38 12806.93 Total (000) 5,389,262 5,482,554 4,900,085 4,928,749 4,811,253
Salesforce.com 13.33
12:00 12206.36 12505.46 12528.28 12675.01 12793.39
Travelers Cos 8.54 NOTICE TO READERS: NYSE American Composite
12:30 12200.34 12471.24 12507.29 12680.27 12798.12 Daily Feb 1 2 3 4 5
1:00 12196.33 12505.15 12525.80 12639.17 12803.73 UnitedHealth Group -9.07 Issues Traded 280 280 276 276 277
1:30 12221.11 12488.23 12543.99 12663.06 12794.14 Verizon Communications 0.57 Sign up for the Weekly Market Lab 25000 Advances
Declines
212
64
139
126
184
80
158
107
179
87
2:00 12223.60 12496.38 12547.97 12681.09 12783.66
2:30 12255.46 12499.83 12563.99 12679.55 12803.60 Visa Cl A 15.52 Newsletter: barrons.com/newsletters Unchanged
New Highs 15
4 15
8
12
13
11
14
11
18
3:00 12242.00 12569.37 12549.47 12659.73 12787.11 Walgreens Boots Alliance -0.44 New Lows ... 0 0 ... 1
Blocks - primary 430 265 225 435 317
3:30 12235.28 12583.45 12542.32 12657.73 12782.89 Walmart 3.87
Close 12250.00 12522.98 12527.57 12707.72 12788.51 Please visit the new Market Lab home 24000
Total (000) - primary
Total (000)
77,367 40,201
1,739,760 665,280
32,234
561,161
48,388 51,820
939,569 1,115,282
High (t)
Low (t)
12318.36 12666.12 12621.86
12058.18 12289.13 12393.84
12771.13
12451.26
12931.01
12653.05
page on barrons.com under Data. Nasdaq
High (a) 12275.69 12590.88 12570.05 12709.19 12833.67
TRANSPORTATION www.barrons.com/market-data/market- 14000 Daily Feb 1 2 3 4 5
Alaska Air Group 5.35 Issues Traded 3,992 3,993 3,991 3,995 4,008
Low (a)
Change
12099.54 12324.32 12428.03
+162.01 +272.98 +4.59
12490.67
+180.15
12727.88
+80.79 American Airlines Group 0.02 lab Advances 3,027 2,907 2,392 2,861 2,583
13500 Declines 880 998 1,478 1,031 1,334
Theoretical (t): High 12931.01 Low 12058.18 Avis Budget Group 2.03 Unchanged 85 88 121 103 91
Actual (a): High 12833.67 Low 12099.54 New Highs 132 217 262 332 478
CH Robinson Worldwide 3.28 New Lows 16 6 4 3 6
13000 Blocks - primary 63,647 58,268 63,276 51,809 46,094
Dow Jones 15 Utilities (divisor: 1.29685261171310) CSX 2.80 Total (000) 6,974,470 7,177,137 7,419,547 7,170,551 6,606,073
Open (t) 855.85 859.27 861.74 860.08 870.72 Delta Air 3.19
Open (a) 853.76 857.37 862.08 860.24 868.83 12500 NYSE Arca Composite
Expeditors Intl of Wash 3.39 Daily Feb 1 2 3 4 5
10:00 851.06 866.12 863.68 863.83 871.37
FedEx 19.67 Issues Traded 1,470 1,465 1,448 1,477 1,467
10:30 853.19 869.13 862.65 864.16 870.98 12000 Advances 1,295 1,147 914 1,055 1,204
11:00 858.17 870.74 862.25 866.57 874.39 JB Hunt Transport 9.99 Declines 165 297 506 396 236
11:30 860.54 872.91 861.95 865.87 874.29 Unchanged 10 21 28 26 27
JetBlue Airways 1.46 New Highs 17 52 93 170 359
12:00 862.81 874.16 861.15 865.93 872.06 11500 New Lows 4 8 13 32 41
12:30 861.04 871.87 860.43 866.36 870.36 Kansas City Southern 6.51 Blocks - primary 1,419 1,124 1,124 1,072 868
1:00 859.61 874.70 859.67 867.24 873.41 Kirby Corp 5.32 Total (000) - primary 340,376 258,953 203,398 202,140 173,032
11000 Total (000) 1,601,187 1,235,041 1,026,462 1,033,418 889,915
1:30 859.91 872.13 862.78 865.41 873.24 Landstar System 8.94
2:00 858.87 871.68 861.78 867.16 875.28
2:30 859.92 869.80 862.01 864.70 874.74
Matson Inc. 4.66 10500
3:00 860.42 868.35 861.53 865.67 874.22 Norfolk Southern 9.04 OTHER MARKET INDEXES
3:30 857.76 866.93 861.78 864.38 872.40 Ryder System 4.66 10000 Daily 2/01 2/02 2/03 2/04 2/05
Close 856.58 863.32 860.30 867.61 872.25 Southwest Airlines 6.11 NYSE Amer Comp 2460.23 2454.54 2492.12 2498.91 2529.82
High (t) 865.34 877.78 868.23 871.11 877.94 AmMajorMkt 2681.52 2716.43 2728.98 2767.42 2777.89
Low (t) 846.24 854.38 855.47 856.58 864.99 Union Pacific 6.73 9500 BNY ADR Idx 161.33 162.12 163.88 164.34 165.40
High (a) 863.57 875.98 865.60 868.68 875.54 United Airlines 2.15 Europe 128.40 128.75 129.27 129.43 129.53
Low (a) 848.85 855.21 858.68 857.76 866.25 United Parcel Service B 9.38 Latin Am 185.15 187.71 189.01 187.94 191.39
Change +4.18 +6.74 –3.02 +7.31 +4.64 9000 Asia 246.68 248.30 252.84 254.25 256.95
Theoretical (t): High 877.94 Low 846.24 Emerg M 442.03 445.29 450.22 452.57 455.94
UTILITIES DJ US TSM Float 39729.11 40309.71 40361.37 40846.25 41074.00
Actual (a): High 875.98 Low 848.85
975 Nasdaq Cmp 13403.39 13612.78 13610.54 13777.74 13856.30
AES 2.47 100 Index 13248.90 13456.12 13402.37 13560.89 13603.96
Dow Jones 65 Composite (divisor: 0.77362739927465)
American Elec Power 1.28 Indus. 10781.79 10984.53 10917.19 11060.16 11146.43
Open (t) 9949.35 10055.96 10108.02 10151.32 10309.67 Insur. 9828.15 9991.89 9924.59 10103.43 10301.26
Open (a) 9898.71 9993.15 10125.70 10132.73 10258.25 American Water Works 5.99 Banks 3767.37 3844.78 3856.46 3974.95 3972.37
10:00 9902.33 10110.01 10125.61 10186.17 10287.40 Atmos Energy 0.05 925 Computer 9171.93 9292.16 9334.74 9428.18 9457.18
10:30 9908.44 10134.24 10082.77 10199.97 10278.11 Telecom 466.73 474.61 471.61 480.61 478.83
Consolidated Edison 0.72 NYSE Comp.-z 14596.18 14768.57 14839.06 14975.43 15069.60
11:00 9905.99 10143.00 10104.37 10216.96 10300.23
11:30 9950.52 10157.62 10114.48 10217.12 10297.02 Dominion Energy 0.85 Financial-z 8206.87 8367.71 8396.88 8550.66 8578.44
12:00 9961.59 10164.96 10125.51 10219.93 10284.00 Duke Energy 0.74 875 Health Care-z 20259.41 20311.11 20215.98 20222.97 20272.86
Energy-z 6780.43 6815.66 7031.13 7059.39 7127.68
12:30 9963.70 10148.55 10112.83 10220.79 10286.89 Edison Intl 0.49 Russell 1000 2135.96 2167.40 2169.17 2193.79 2204.27
1:00 9962.89 10166.27 10121.06 10211.78 10301.04 2000 2126.16 2151.44 2159.70 2202.42 2233.33
1:30 9969.38 10151.01 10131.63 10216.58 10292.39
Exelon 2.12 3000 2274.54 2307.58 2309.94 2337.50 2350.17
2:00 9965.23 10148.58 10139.30 10224.42 10289.72 FirstEnergy 1.52 825 Value-v 1349.82 1368.72 1373.98 1390.65 1398.29
Growth-v 2460.75 2498.60 2493.69 2520.19 2530.59
2:30 9986.58 10145.79 10147.60 10221.72 10295.04 NextEra Energy 2.73 MidCap 2781.27 2822.57 2825.90 2863.89 2886.76
3:00 9984.24 10167.26 10144.39 10219.68 10287.65
Public Service Enterprise 2.89 S&P 100 Index 1737.10 1760.96 1765.04 1783.94 1790.11
3:30 9969.97 10163.60 10141.28 10214.60 10279.48
Close 9963.34 10125.83 10128.83 10244.48 10287.50 Sempra Energy 2.48 775 500 3773.86 3826.31 3830.17 3871.74 3886.83
Ind. 5335.26 5403.52 5407.86 5460.08 5482.85
High (t) 10050.10 10240.12 10202.28 10291.96 10382.41 Southern 1.96 MidCap 2388.77 2417.44 2418.89 2452.33 2476.67
Low (t) 9841.61 9988.43 10029.76 10085.92 10203.34 SmallCap 1210.25 1212.08 1217.59 1238.28 1252.75
Xcel Energy -0.55 Value Line(A) 8269.76 8366.09 8417.75 8540.43 8610.47
High (a) 9999.53 10174.57 10153.75 10247.04 10314.30
Low (a) 9892.43 9993.15 10072.37 10132.73 10258.25
725 Value Line(G) 590.39 596.99 600.47 609.06 613.87
Aug Sep Oct Nov Dec Jan Feb DJ US Small TSM 14102.63 14273.86 14330.86 14588.25 14760.76
Change +86.33 +162.49 +3.00 +115.65 +43.02
(A)-Arithmetic Index. (G)-Geometric Index.
Theoretical (t): High 10382.41 Low 9841.61 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec.
Actual (a): High 10314.30 Low 9892.43 31,2002=5000.
February 8, 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 2018 and share earnings, dividends and book values as reported
2017. r-Revised data Feb 4 Jan 28 Feb 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 3871.74 3787.38 3267.93 18.48
DJ Ind Avg 31148.24 29982.62 29102.51 Divs Yield % 3.16 3.23 2.75 Industrial Stocks Barron's 50 Index 9822.19 9682.61 9721 1.04
Divs $ 27.56 27.52 25.67 Book Book
P/E Ratio 32.55 30.90 22.68 Earns Divs. Value Earns Divs. Value Projected quarterly earn 36.84 69.30 101.43 –63.68
Earns Yield % 3.07 3.24 4.41 Mkt to Book 2.33 2.28 2.51
Earns $ 956.86 970.41 1283.39 Book Value $ 374.40 374.40 370.98 Am Exp 3.76 1.72 28.48 Johnson&John 5.51 3.98 22.59 Annualized projected earn 147.37 277.21 405.71 –63.68
Amgen 12.31 6.40 16.36 JPMorgChase 8.87 3.60 75.98
Divs Yield % 1.90 1.97 2.19 S&P 500 Index 3886.83 3714.24 3327.71 Apple 3.28 0.82 20.37 McDonalds 6.55 5.04 (11.00)
Annualized projected P/E 66.65 34.93 24.1 176.58
Divs $ 590.41 590.21 638.43 P/E Ratio 39.57 37.82 25.04 Boeing (20.75) Suspended (15.31) Merck Co 2.77 2.48 10.20 Five-year average earn 383.71 390.21 397.94 –3.57
Mkt to Book 4.66 4.48 4.47 Earns Yield % 2.53 2.64 3.99 Caterpillar 5.46 4.12 26.52 Microsoft 6.70 2.09 15.63 Five-year average P/E 25.60 24.81 24.4 4.77
Book Value $ 6688.86 6688.86 6512.92 Earns $ 98.22 98.22 132.90 Chevron Corp (2.96) 5.16 76.62 Nike Inc 0.78 1.01 5.17
Cisco Sys 2.46 1.44 7.90 Proc Gam 5.29 3.162 18.40 Year-end earn 314.70 314.70 388.42 –18.98
DJ Trans Avg 12788.51 12087.99 10857.73 Divs Yield % 1.49 1.58 1.83
P/E Ratio 0.00 0.00 18.37 Divs $ 57.91 58.68 60.90
Coca Cola 1.92 1.64 4.43 3M Co 9.25 5.88 17.50 Year-end P/E 31.21 30.77 25.0 24.61
Disney Walt (1.59) 0.00 49.90 Salesforce.com 3.83 0.00 37.95
Earns Yield % 0.00 0.00 5.44 Mkt to Book 4.25 4.06 3.91 Dow (3.17) 2.80 18.26 Travelers Cos 10.31 3.37 101.54 Year-end earns yield, % 3.20 3.25 4.0 –20.09
Earns $ (250.41) (228.23) 591.15 Book Value $ 914.49 914.49 851.62 Goldman Sachs 25.40 5.00 227.62 UnitedHealth Grp 16.03 4.83 60.78 Best grade bond yields, % 1.42 1.36 2.29 –37.99
Divs Yield % 1.20 1.27 1.58 Home Depot 11.56 6.00 (2.89) Verizon 4.29 2.485 14.84
S&P Ind Index 5482.85 5246.22 4519.78 Honeywell 6.72 3.63 26.01 Visa 4.88 1.22 13.53 Bond yields/stock ylds, % 0.44 0.42 0.57 –22.88
Divs $ 153.40 153.03 171.47 P/E Ratio 45.18 43.23 28.08
Mkt to Book 3.77 3.57 3.35
IBM 6.24 6.51 23.49 Walgreens (0.81) 1.85 26.26 Actual year-end divs 211.13 211.32 221.29 –4.59
Earns Yield % 2.21 2.31 3.56 Intel 4.94 1.337 18.07 Wal-mart 6.92 2.16 26.36
Book Value $ 3389.19 3389.19 3239.67 Earns $ 121.36 121.36 160.94
Actual yr-end divs yld, % 2.15 2.18 2.28 –5.85
Transportation Stocks
DJ Utility Avg 872.25 852.40 931.83 Divs Yield % 1.33 1.38 1.69 Alaska Air Group (10.56) Suspended 35.21 KC Southern 6.55 1.64 45.95
P/E Ratio 23.76 23.33 26.07 Divs $ 72.92 72.40 76.38
Earns Yield % 4.21 4.29 3.84 Mkt to Book 5.81 5.56 5.12
American Airlines (13.84) Suspended (0.28) Kirby Corp (3.22) Nil 56.18 STOCK VOLUME
Avis Budget Grp (6.54) Nil 8.86 Landstar Sys 4.55 0.79 18.28
Earns $ 36.71 36.53 35.74 Book Value $ 944.26 944.26 883.41 C.H. Robinson 3.71 2.04 12.39 Matson Inc 2.75 0.90 18.78
Last Prev. Year YOY
CSX Corp 3.60 1.04 15.32 Norf Southern 7.86 3.81 58.87
Week Week Ago % Chg
Delta Air Lines (19.51) Suspended 23.89 Ryder Sys (3.86) 2.24 46.48
144 FILINGS Expeditors Int'l 3.71 1.04 12.94 Southwest Air (2.79) 0.00 18.94 NYSE(a) 5,105,423 6,851,574 4,827,963 5.75
FedEx 9.19 2.60 69.84 Un Pacific 7.88 3.88 26.19 30 Dow Inds (b) 1,632,216 2,431,068 1,726,875 -5.48
Hunt (JB) 4.74 1.09 21.34 UPS 1.63 4.04 3.81 20 Dow Trans (b) 539,542 1,133,436 343,172 57.22
SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air (3.03) Nil 17.02 United Airlines (16.45) Nil 45.90 15 Dow Utils (b) 219,795 318,864 211,497 3.92
cated: the number to be sold. Sales Date: the approximate date of the sale. (Sometimes shares aren't sold, even though their owner 65 Dow Stks (b) 2,391,553 3,883,367 2,281,544 4.82
Utility Stocks NYSE American (a) 250,010 250,763 86,197 190.04
has filed a Form144.) Source: Thomson Reuters AES Corp. (0.52) 0.579 4.51 Exelon 2.43 1.53 33.12 Nasdaq(d) 35,347,778 42,195,366 11,936,818 196.12
Am Elec 3.87 2.84 39.73 FirstEnergy 1.35 1.56 12.90 NYSE 15 Most Active
Shares Sale American Water Works 3.65 2.20 33.85 NextEra Energy 1.99 1.40 75.67
Company Sym Indicated $ Value Date Seller Title Average Price 33.13 41.06 15.55 113.05
Atmos Energy 5.15 2.34 48.18 Xcel Energy 2.80 1.72 25.24
% Tot Vol 21.94 34.43 18.44 18.98
Cogent Biosciences COGT 1,149,030 11,490,300 1/26/21 Wilson, Charles B Con Ed 4.04 3.06 54.12 Pub Sv Ent 3.77 1.96 29.94
Stock Offerings $(z,v) 14,799,400 r21,236,500 5,708,600 159.25
Dominion Energy (0.02) 3.45 35.33 Sempra Energy 12.90 4.18 60.58
Amarin Corporation AMRN 421,629 3,153,785 1/27/21 Ketchum, Steven AF Duke Energy 2.73 3.82 61.20 Southn Co. 3.00 2.54 25.03 Daily Stock Volume
Smiledirectclub SDC 400,000 5,644,000 1/27/21 Katzman, Steven O Edison Int'l 0.99 2.567 36.75
Apollo Global Management APO 250,000 12,135,000 1/27/21 Kleinman, Scott AF Daily 2/1 2/2 2/3 2/4 2/5
Neurocrine Biosciences NBIX 176,665 20,653,905 1/25/21 Benevich, Eric AF NYSE(a) 1,045,884 1,111,246 1,009,123 1,003,439 935,731
Angi Homeservices ANGI 160,920 2,231,156 1/27/21 Lowrie, Allison AF NYSE DATA BANK 30 Inds (b) 350,235.4 338,174.8 307,312.6 341,492.4 295,001.3
Vital Farms VITL 131,769 3,452,348 1/27/21 Diez-Canseco, Russell AF 20 Trans (b) 107,668.4 109,939.5 125,580.3 110,504.5 85,848.9
At Home HOME 99,254 2,572,701 1/25/21 Sheetz, Ashley UT Latest Preceding Year-Ago 15 Utils (b) 46,459.2 50,605.7 43,597.0 42,481.8 36,651.5
Month Month Month 65 Stks (b) 504,362.9 498,720.0 476,489.9 494,478.7 417,501.8
Revolve RVLV 76,180 2,888,746 1/26/21 Pujades, David AF NYSE Amer(a) 77,367 40,201 32,234 48,388 51,820
Stamps.Com STMP 74,813 17,955,120 1/25/21 Jones, James O Nasd(d) 6,974,470 7,177,137 7,419,547 7,170,551 6,606,073
Stock Volume NYSE 15 Most Active
THE WEEK IN STOCKS FOR THE MAJOR INDEXES Bond Volume Avg. Price 27.87 28.84 27.23 24.35 29.36
% Tot Vol 26.62 25.97 19.67 18.55 22.94
(Thous. $) January 0 1,647 0 Numbers in thousands save price and percentages. (a) Primary
12-Month Weekly Friday Weekly 12-Month Change From
High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. Customers' margin debt volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v)
(Mil $) December 778,037 722,118 579,221 W/E Thursday. (z) Source: Refinitiv.
Dow Jones Indexes
31188.38 18591.93 30 Indus 31148.24 30211.91 31148.24 1165.62 3.89 2045.73 7.03 541.76 1.77 (d) For period
13126.00 6703.63 20 Transp 12788.51 12250.00 12788.51 700.52 5.80 1930.78 17.78 281.58 2.25 r-Revised Source: NYSE. *-Now includes composite trades. Coming U.S. Auctions Yields (%)
960.89 610.89 15 Utilities 872.25 856.58 872.25 19.85 2.33 –59.58 –6.39 7.61 0.88
10354.18 6100.31 65 Comp 10287.50 9963.34 10287.50 410.49 4.16 705.84 7.37 178.79 1.77 Day When Last
Issued* Auction
Dow Jones Indexes DELTA MARKET SENTIMENT INDICATOR
41074.00 22462.76 US TSM Float 41074.00 39729.11 41074.00 2017.51 5.17 7107.78 20.93 1854.38 4.73 M
986.12 547.67 US Market 986.12 955.13 986.12 46.72 4.97 161.46 19.58 38.77 4.09 The Delta MSI measures the position of ~1,800 stocks relative to an $54.0 bil 3-month 0.035 0.065
1068.89 487.28 Internet 1068.89 1004.67 1068.89 90.38 9.24 393.11 58.17 107.32 11.16 intermediate-term moving average crossover (MAC) point. When $51.0 bil
greater than 50% of the stocks followed are above this MAC point, the 6-month 0.055 0.070
New York Stock Exchange
15097.28 8777.38 Comp-z 15069.60 14596.18 15069.60 672.40 4.67 1137.67 8.17 544.80 3.75 market is bullish and equities are attractive. When the indicator is T
below 50%, risk is elevated and stock exposures should be reduced. $58.0 bil
8908.29 5036.38 Financial-z 8578.44 8206.87 8578.44 505.83 6.27 –200.03 –2.28 285.59 3.44
Manager uses discretion on asset allocation when MSI is 50% +/- 3%. 3-year 0.176 0.234
20901.84 12991.76 Health Care-z 20311.11 20215.98 20272.86 64.76 0.32 2001.23 10.95 227.19 1.13
9229.93 4032.17 Energy-z 7127.68 6780.43 7127.68 393.84 5.85 –1943.65 –21.43 624.90 9.61 Last 2 Weeks 3 Weeks W
NYSE American Stock Exchange Current Sentiment Week Ago Ago $41.0 bil 10-year 1.155 1.164
2556.97 1317.22 NYSE Amer Comp 2529.82 2454.54 2529.82 113.67 4.70 125.59 5.22 168.92 7.15 BULLISH 79.3% 84.3% 87.3% TH
2852.12 1742.29 Major Mkt 2777.89 2681.52 2777.89 112.77 4.23 –40.37 –1.43 30.87 1.12
Current Market Exposure: 100% Equities, 0% Bonds, 0% Cash $27.0 bil 30-year 1.957 1.825
Standard & Poor's Indexes Source: Delta Investment Management
1790.11 1040.00 100 Index 1790.11 1737.10 1790.11 80.36 4.70 292.04 19.49 69.61 4.05 * As of Friday afternoon.
www.deltaim.com, (415) 249-6337
3886.83 2237.40 500 Index 3886.83 3773.86 3886.83 172.59 4.65 559.12 16.80 130.76 3.48
5482.85 3123.44 Indus 5482.85 5335.26 5482.85 236.63 4.51 963.07 21.31 185.57 3.50
2476.67 1218.55 MidCap 2476.67 2388.77 2476.67 136.55 5.84 427.37 20.85 170.05 7.37
1252.75 595.67 SmallCap 1252.75 1210.25 1252.75 64.04 5.39 250.70 25.02 133.82 11.96 U.S. DOLLAR INDEX vs EURO and YEN
Nasdaq Stock Market
13856.30 6860.67 Comp 13856.30 13403.39 13856.30 785.60 6.01 4335.78 45.54 968.01 7.51 Five Colors Bad, One Color Good: With the European Central Bank aiming to slow
13603.96 6994.29 100 Index 13603.96 13248.90 13603.96 678.58 5.25 4202.86 44.71 715.67 5.55
11146.43 5239.66 Indus 11146.43 10781.79 11146.43 662.51 6.32 3962.38 55.16 749.60 7.21 the euro’s rise, the greenback lifted the U.S. Dollar Index 0.5% on the week, to 91.
10673.14 6343.13 Insur 10301.26 9828.15 10301.26 658.95 6.83 –87.04 –0.84 214.83 2.13 20
4005.13 2136.72 Banks 3974.95 3767.37 3972.37 277.29 7.50 158.39 4.15 425.48 12.00 EURO in $
9457.18 4608.77 Computer 9457.18 9171.93 9457.18 528.05 5.91 3059.82 47.83 639.65 7.25
15
480.61 298.17 Telecom 480.61 466.73 478.83 18.59 4.04 80.91 20.33 4.69 0.99 s
Russell Indexes
2204.27 1224.45 1000 2204.27 2135.96 2204.27 102.91 4.90 364.60 19.82 83.41 3.93 10
2233.33 991.16 2000 2233.33 2126.16 2233.33 159.69 7.70 576.55 34.80 258.47 13.09
2350.17 1288.04 3000 2350.17 2274.54 2350.17 113.80 5.09 403.82 20.75 101.73 4.52 5
1399.55 838.37 Value-v 1398.29 1349.82 1398.29 63.11 4.73 49.96 3.71 48.66 3.61
2530.59 1322.15 Growth-v 2530.59 2460.75 2530.59 121.79 5.06 654.00 34.85 102.82 4.24 s
2886.76 1471.40 MidCap 2886.76 2781.27 2886.76 152.13 5.56 473.14 19.60 143.70 5.24 0
YEN in $
Others
8610.47 3854.81 Value Line-a 8610.47 8269.76 8610.47 495.31 6.10 2059.54 31.44 697.44 8.81 s
-5
613.87 305.71 Value Line-g 613.87 590.39 613.87 34.32 5.92 73.46 13.59 45.10 7.93 DXY (91.00)
14760.76 6621.12 DJ US Small TSM14760.76 14102.63 14760.76 980.46 7.11 3570.95 31.91 1512.09 11.41
914.77 455.11 Barron's 400 914.77 882.69 914.77 48.57 5.61 190.04 26.22 62.58 7.34 -10
M A M J J A S O N D J F
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 February 8, 2021

Market Laboratory
DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS NYSE HALF-HOURLY VOLUME
Net Change % Change and Ranking 52 Week
Coming Earnings
Daily 2/01 2/02 2/03 2/04 2/05
Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Day Consensus Year
Nonferrous Metals DJUSNF 424.45 + 64.48 76.38 +17.91 [1] +155.68 [3] +21.94 [1] +21.59 427.93 71.03 9:30-10:00 203,043 186,671 140,976 150,407 154,649 Estimate Ago
Gambling DJUSCA 901.45+ 134.80 87.75 +17.58 [2] –1.11 [99] +10.78 [14] –2.58 948.83 338.56 10:00-10:30 64,771 78,977 59,955 62,908 63,589 Continued from page 11 of the main section.
Aluminum DJUSAL 71.57 + 10.08 –7.17 +16.39 [3] +41.70 [17] –9.11 [138] –22.68 86.19 17.51
10:30-11:00 57,525 63,255 56,816 50,008 58,631 T
Media Agencies DJUSAV 844.17+ 106.24 125.03 +14.40 [4] +45.95 [12] +17.39 [4] +15.51 844.17 347.17
Industrial Metals & Mining DJUSIM 269.75 + 32.83 26.90 +13.86 [5] +54.63 [9] +11.08 [12] +3.94 280.58 88.40 11:00-11:30 48,219 62,928 46,402 43,375 47,767 O-I Glass (Q4) 0.34 0.50
Travel & Tourism DJUSTT 852.77 + 88.48 42.30 +11.58 [6] +22.58 [45] +5.22 [38] +8.46 861.62 390.41 11:30-12:00 48,419 45,713 40,876 33,561 37,225 Voya Financial (Q4) 1.46 1.07
Internet DJUSNS 3030.76+ 288.05 314.99 +10.50 [7] +48.51 [11] +11.60 [11] +23.22 3,030.76 1,473.18 12:00-12:30 36,173 38,802 34,494 29,944 30,475
Marine Transportation DJUSMT 184.08 + 17.46 13.95 +10.48 [8] –25.54 [129] +8.20 [20] –10.32 248.36 112.26
Yelp (Q4) 0.00 0.24
12:30-1:00 31,545 35,521 32,377 30,191 29,961
Hotels DJUSLG 2205.04+ 203.53 1.97 +10.17 [9] –3.76 [104] +.09 [101] +2.68 2,310.37 1,026.45 W
Financial Administration DJUSFA 866.26 + 79.54 32.18 +10.11 [10] +33.37 [26] +3.86 [53] +28.44 868.65 410.40 1:00-1:30 29,416 31,667 31,457 30,010 27,819
Annaly Capital (Q4) 1.08 -1.11
Recreational Svcs DJUSRQ 91.02 + 8.27 –1.41 +9.99 [11] –33.95 [138] –1.53 [120] –16.01 137.76 34.40 1:30-2:00 29,196 30,059 29,917 28,546 28,918
Oil Equipment & Svcs DJUSOI 159.99 + 14.37 12.08 +9.87 [12] –27.29 [132] +8.17 [21] –28.34 220.02 69.91 Brighthouse Financial (Q4) 2.68 2.61
2:00-2:30 33,241 31,950 31,668 28,361 30,496
Brewers DJUSDB 857.95 + 73.32 83.34 +9.34 [13] +37.52 [25] +10.76 [15] +1.22 857.95 412.07 CDW (Q4) 1.50 1.57
2:30-3:00 35,887 37,563 35,928 31,012 32,414
Full Line Insurance DJUSIF 40.84 + 3.40 2.86 +9.08 [14] –18.73 [118] +7.54 [24] –8.82 51.61 19.61 CME (Q4) 1.36 1.52
Airlines DJUSAR 192.16 + 15.75 8.17 +8.93 [15] –28.72 [135] +4.44 [46] –10.42 273.50 91.71 3:00-3:30 41,167 45,628 40,471 39,770 35,500
Coca-Cola (Q4) 0.42 0.44
Exploration & Production DJUSOS 454.41 + 36.80 50.28 +8.81 [16] –19.82 [119] +12.44 [10] –12.97 563.50 214.60 3:30-4:00 387,282 422,513 427,786 445,346 358,286
Travel & Leisure DJUSCG 1358.82+ 109.19 33.70 +8.74 [17] +2.36 [92] +2.54 [71] +5.82 1,358.82 675.86 Equinix (Q4) 5.63 5.51
Oil & Gas Producers DJUSOG 394.90 + 31.40 47.10 +8.64 [18] –21.09 [122] +13.54 [9] –13.25 496.96 219.53 General Motors (Q4) 1.67 0.05
Footwear DJUSFT 2610.33+ 206.74 74.39 +8.60 [19] +40.90 [19] +2.93 [65] +28.91 2,647.04 1,139.98 Int’l Flavors & Fragrances (Q4) 1.19 1.46
Steel DJUSST 226.22 + 17.78 3.13 +8.53 [20] +2.60 [91] +1.40 [85] –6.27 247.76 121.97 SELECTED INITIAL PUBLIC OFFERINGS
Net Change % Change and Ranking 52 Week
IQVIA (Q4) 2.00 1.74
Initial Most
Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low MGM Resorts (Q4) -0.95 0.08
Ticker Offer IPO Recent %
Automobiles DJUSAU 1049.86 + 71.45 188.57 +7.30 [34] +290.42 [1] +21.89 [2] +71.70 1,077.96 134.39 Sonos (Q1) 0.85 0.60
Automobiles & Parts DJUSAP 1213.10 + 82.75 203.68 +7.32 [33] +217.14 [2] +20.18 [3] +50.34 1,239.34 195.90 Code Price Date Price Chg
Spirit Airlines (Q4) -1.44 1.24
Nonferrous Metals DJUSNF 424.45 + 64.48 76.38 +17.91 [1] +155.68 [3] +21.94 [1] +21.59 427.93 71.03 Altimar Acquisition II ATMRU 10.00 2/5 10.60 6.0%
Computer Hardware DJUSCR 6829.10+ 257.03 226.49 +3.91 [90] +64.18 [4] +3.43 [58] +45.83 7,093.05 2,859.07 Uber (Q4) -0.53 -0.64
Broadline Retailers DJUSRB 3400.50+ 139.61 94.56 +4.28 [84] +57.41 [5] +2.86 [66] +30.18 3,520.79 1,791.13 Compute Health Acqui CPUHU 10.00 2/5 10.54 5.4% Under Armour (Q4) -0.07 0.10
Toys DJUSTY 1514.14 + 74.43 48.57 +5.17 [62] +57.18 [6] +3.31 [60] +12.78 1,514.14 765.22 Immunocore Holdings IMCR 26.00 2/5 43.20 66.2% Zillow (Q4) 0.28 -0.26
Delivery Svcs DJUSAF 1382.15 + 85.34 –30.93 +6.58 [46] +56.53 [7] –2.19 [127] +8.70 1,498.78 666.48 Landos Biopharma LABP 16.00 2/5 11.05 -30.9%
Leisure Goods DJUSLE 1009.55 + 44.94 41.92 +4.66 [76] +55.13 [8] +4.33 [49] +14.18 1,009.55 491.25 TH
Industrial Metals & Mining DJUSIM 269.75 + 32.83 26.90 +13.86 [5] +54.63 [9] +11.08 [12] +3.94 280.58 88.40 Pharvaris PHVS 20.00 2/5 29.00 45.0% Bio-Rad Labs (Q4) 3.29 2.32
Technology Hardware & Equip DJUSTQ 3394.15+ 121.57 150.43 +3.71 [100] +50.06 [10] +4.64 [44] +33.55 3,488.20 1,580.41 Terns Pharma TERN 17.00 2/5 18.39 8.2% Chemours (Q4) 0.42 0.56
Internet DJUSNS 3030.76+ 288.05 314.99 +10.50 [7] +48.51 [11] +11.60 [11] +23.22 3,030.76 1,473.18 Astrea Acquisition ASAXU 10.00 2/4 10.19 1.9%
Media Agencies DJUSAV 844.17+ 106.24 125.03 +14.40 [4] +45.95 [12] +17.39 [4] +15.51 844.17 347.17
Datadog (Q4) 0.02 0.03
Semiconductor DJUSSC 6600.68+ 196.25 351.84 +3.06 [112] +45.83 [13] +5.63 [36] +27.60 6,936.84 3,082.27 Atlas Crest Invest II ACIIU 10.00 2/4 10.56 5.6% DaVita (Q4) 1.91 1.86
Recreational Products DJUSRP 570.75 + 9.30 55.84 +1.66 [125] +45.52 [14] +10.85 [13] +15.73 582.17 216.09 Atotech ATC 17.00 2/4 19.00 11.8% Duke Energy (Q4) 1.03 0.91
Commercial Vehicles DJUSHR 2988.29+ 154.86 261.21 +5.47 [59] +43.77 [15] +9.58 [17] +12.77 2,996.01 1,301.27 Centricus Acquisition CENHU 10.00 2/4 10.50 5.0% Expedia (Q4) -1.95 1.24
General Retailers DJUSGT 2353.39+ 102.76 82.52 +4.57 [80] +43.10 [16] +3.63 [55] +24.88 2,353.39 1,258.95
Aluminum DJUSAL 71.57 + 10.08 –7.17 +16.39 [3] +41.70 [17] –9.11 [138] –22.68 86.19 17.51 Itiquira Acquisition ITQRU 10.00 2/4 10.35 3.5% Generac (Q4) 1.96 1.53
Medical Supplies DJUSMS 1381.78 + 92.62 123.59 +7.18 [35] +41.06 [18] +9.82 [16] +16.09 1,381.78 662.77 Novus Capital II NXUU 10.00 2/4 11.18 11.8% JFrog (Q4) 0.02 ....
Footwear DJUSFT 2610.33+ 206.74 74.39 +8.60 [19] +40.90 [19] +2.93 [65] +28.91 2,647.04 1,139.98 Lab Corp (Q4) 8.09 2.86
Sana Biotechnology SANA 25.00 2/4 39.12 56.5%
Specialty Retailers DJUSRS 2550.78+ 115.54 118.27 +4.74 [74] +40.49 [20] +4.86 [41] +24.19 2,628.90 1,335.92
Sensei Biotherapeu SNSE 19.00 2/4 22.49 18.4% Pepsi (Q4) 1.45 1.45
Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg
column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours. CC Neuberger Prin III PRPCU 10.00 2/3 10.58 5.8%
Walt Disney (Q1) -0.33 1.53
Gaming & Hospitality GHACU 10.00 2/3 10.40 4.0%
Verisign (Q4) 1.45 1.31
AMERICAN DEBT AND DEFICITS Kernel Group KRNLU 10.00 2/3 10.30 3.0%
Yeti (Q4) 0.62 0.48
Latest Preceding Year AgoYear over Year Zebra Tech (Q4) 3.80 3.56
Music Acquisition TMACU 10.00 2/3 10.70 7.0%
Report Report Report % Chg F
ON24 ONTF 50.00 2/3 69.00 38.0%
Federal Budget Deficit (bil. $)-a ......................................... 920FY'22 966FY'21 1,083FY'20 …. Dominion (Q4) 0.80 1.18
TELUS International TIXT 25.00 2/3 31.58 26.3%
Budget Surplus/Deficit (bil. $)-b, December.................... –143.56 –145.27 –13.29 980.21 Moody’s (Q4) 1.94 2.00
Ares Acquisition AACU 10.00 2/2 10.55 5.5%
Trade Deficit (bil. $, sa)-c, December................................. –66.61 r-69.01 –45.68 45.82 W.P. Carey (Q4) 1.12 1.34
Treasury Gross Public Debt. (bil. $)-d ............................... 27,851.1 27,768.5 23,246.5 19.81 Jaws Mustang Acqui JWSMU 10.00 2/2 10.84 8.4%
(Earnings are diluted and report dates are tentative. All fore-
Treasury Statutory Debt Limit (bil. $)-d............................. * 21,987.7 …. …. MDH Acquisition MDHU 10.00 2/2 10.27 2.7% casts and historical numbers exclude extraordinary items by
Consumer Installment Debt (bil. $)-e, December ........... 4,184.2 r4,174.5 4,190.7 -0.16 Noble Rock Acqui NRACU 10.00 2/2 10.50 5.0% accounting definitions.)
Source: FactSet
Sources: a-Office of Management and Budget, b-Monthly Treasury Statement, c-Monthly Commerce Dept. Report, d-Daily Treasury Thimble Point Acqui THMAU 10.00 2/2 10.35 3.5%
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
No Activity for this Week
Inflation
Production
JOC–ECRI Industrial Price Index f .................................................. Feb 5 118.40 116.52 88.90 33.18
Electric power, (mil. kw hrs) (EEI) .................................................. Jan 30 78,912 77,172 75,819 4.08
Petroleum, related capacity, % ...................................................... Jan 29 82.3 81.7 87.4 –5.84 Employment
Rotary rigs running, U.S. & Can., (Hughes) .................................... Feb 5 563 558 1,047 –46.23 Civil labor force, (thous.) ............................................................... Jan 160,161 160,567 164,455 –2.61
Steel, (thous. tons) ........................................................................ Jan 30 1,725 1,717 1,914 –9.87 Employed, (thous.) ....................................................................... Jan 150,031 149,830 158,659 –5.44
Steel, rated capacity, % (AISI)........................................................ Jan 30 76.1 75.7 82.1 –7.31 All non–farm payrolls, (thous.) ...................................................... Jan 142,631 r142,582 152,234 –6.31
Consumption and Distribution Government payrolls, (thous.) ...................................................... Jan 21,508 r21,465 22,789 –5.62
Goods prod payrolls, (thous.) ....................................................... Jan 20,218 r20,222 21,096 –4.16
Factory shipments, (bil. $) ............................................................. Dec 501.82 r493.45 504.17 –0.47 Initial jobless claims (thous.) ........................................................ Jan 30 779 r812 201 287.56
Instinet Research Redbook Avg. (monthly %) ................................ Jan 30 –1.58 0.45 –0.49 …. Continuing claims (mil.) ................................................................ Jan 23 4.592 r4.785 1.753 161.95
Baltic Dry Index ............................................................................. Feb 5 1,333 1,452 415 221.20 Service payrolls, (thous.) .............................................................. Jan 122,413 r122,360 131,138 –6.65
Unemployment rate, % ................................................................. Jan 6.3 6.7 3.5 80.00
Inventories Unemployed, (thous.) ................................................................... Jan 10,130 10,736 5,796 74.78
Avg. wks duration unemploy ......................................................... Jan 26.0 23.4 22.2 17.12
Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ........... Jan 29 475,659 476,653 435,009 9.34 U–6 unemployment ...................................................................... Jan 11.1 11.7 6.9 60.87
Factory inventories, (bil. $) ............................................................ Dec 695.71 r693.63 703.94 –1.17 Civilian Employment Population Ratio ........................................... Jan 57.5 57.4 61.1 –5.89
Gasoline, (thous. bbls) .................................................................. Jan 29 252,153 247,686 261,144 –3.44
Construction
Orders
Construction spending, (bil. $) ...................................................... Dec 1,490.4 r1,475.6 1,410.3 5.68
Factory orders, backlog (bil. $) ...................................................... Dec 1,070.80 r1,073.80 1,156.92 –7.44 Non–residential spending, SA (bil. $) ............................................ Dec 446.6 r454.4 495.3 –9.83
New factory orders, (bil. $) ............................................................ Dec 493.55 r488.31 500.20 –1.33 Public spending, (bil. $) ................................................................ Dec 352.8 r351.1 342.6 2.98
Nondurable goods orders, (bil. $) .................................................. Dec 247.14 r243.06 253.82 –2.63 Residential spending, (bil. $) ......................................................... Dec 700.2 r679.1 579.9 20.74
Purchasing management index ..................................................... Jan 58.7 r60.5 50.9 15.32
Other Indicators
Trade
Citi Research Panic–Euphoria Reading .......................................... Feb 5 1.59 r1.72 0.21 ….
Merchandise trade balance (bil $) .................................................. Dec –84.15 r–86.99 –69.98 20.25 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.
February 8, 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 AudioEye FT LC CoreAlpha LoncarChinaBio SpringValleyWt Criteo IG Acqn A PorchGroup YunhongIntlWt BluescapeOpps Flaherty&CrumDyn NuvMD QualMuni Tri-Continental
AuroraMobile FT LC GrwthAlpha LPL Financial SpringWorks Cronos IG Acqn Wt PorchGroupWt Z-WorkAcqn BoqiiHolding FootLocker NuvMN QualMuni TrinityIndustries
New Highs 492 41 813 AviatNetworks FT MC CoreAlpha LuciraHealth SprottFocus CuentasWt Immunocore PoweredBrands Zillow A BostonBeer FortunaSilver NuvMuniValue TriplePtVent
New Lows 26 1 70 AvidBioservices FT MC GrwthAlpha LuxHlthTech SproutSocial Cutera Immunome PremierFinl Zillow C BoydGaming FourSeasonsEduc ON24 Tronox
AvidBiosvcsPfdE FT MC ValAlpha LuxHlthTechAcqn SRAX CycloTherapWt InariMedical PrincipalHlthInnov ZionsBancorpPfdH BroadstoneAcqnGAMCO Investors OaktreeAcqnIIWt TrueBlue
NYSE AMER AvidTechnology FT MCGrAlpDX Macom Tech StaarSurgical DarioHealth IndlTechAcqns PrincplMillennials Ziopharm BroadstoneAcqnA
GATX OmnichannelA TufinSoftware
Aware FT MuCValAlpha Magnite StarboardValue DataIO InglesMarkets PrinUSMega Zix BrookfieldInfrGOAcquisitionUn oneA TurningPoint
NEW HIGHS B RileyFin FT Nasd100 EW MalaccaStraits StoneCo DAVIDsTEA InMode PrinUSSCMulti ZK Intl BrookfldInfrPfdA14
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AvinoSilver CornstnStrat InspireMDWtB ProtalixBio Baozun FT RiverFrDynEM MannKind StreamlineHlth NEW LOWS CBRE Acqn A GabelliDividend Oppenheimer A UnderArmour A
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cbdMD PfdA Envela NewBeginnings VolitionRX BetterWorld FT USEquityDiv MediWound SVMK CarLotz GoresVI Wt NebulaCaravelWt SeniorConnectI A CGI Genesco PagerDuty Valvoline
CentralSecs GAMCOGlbGoldPfB NexGenEnergy Zomedica Big5SportingGds FTAC Olympus MER Telemgmt Synacor CarneyTechII A HamiltonLaneI NLS Pharm SeniorConnectI Wt CITICCapAcqn GenesisParkAcqnUn PaloAltoNtwks VarianMed
CloughGlblOpp BigRockPtrsRt FtacOlympus MercerIntl Synaptics CarneyTechII Wt HuadiIntl NLS Pharm Wt SenseiBiotherap CITICCapAcqnA GenesisParkA ParTechnology Veoneer
NEW LOWS Bilibili FTDorseyDALI1 MerchantsBancorp Synlogic CentricusAcqn HumanCoAcqnWt NobleRockAcqn SustDevtAcqnI CNH Indl GenesisParkWt PartyCity Vipshop
DocumentSecSys Bio-Techne FTIndiaNifty50EW MeridaMergerCorp.I SyprisSolutions Clene Imara OptheaADR TastemakerAcqn CalWtrSvc GenieEnergyPfd PeriphasCapA VirginGalactic
BioCryst FTMuniCEFIncmOpp MeridaMergerIWt T2Biosystems CN Energy Immunocore PetcoHealth TernsPharm CallawayGolf Glaukos PeriphasCapWt VirtusAllAI&Tech
NASDAQ BiotechAcqn FTMuniHiIncm MeridianBiosci Taitron CognyteSoftware ItiquiraAcqn Pharvaris ThimblePoint Cameco GlobalPtnrs Perspecta VirtusAllConv2024
BioVie FulgentGenetics Merlyn.AITactGrw Talend CovaAcqn JoffFintech Playtika ThunderBridgeIII CanadaGoose GrahamHoldings Phreesia VirtusAllDivrsIncm
NEW HIGHS BJsRestaurants FullHouse MetaFinancial TechTarget Cuentas Kernel Poshmark Triterras CapitalOne Greenbrier Pinterest VirtusDivInt
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10XCapVentureA DD3 Acqn II Intellicheck ProfireEnergy BloominBrands FVCBankcorp Microsoft TexasInstruments DecarbonizationII KinsTechA PropTechInvII Wt ViriosTherapeutics CascadeAcqnA GuggStratOpps Plantronics VyGlblGrowth
180LifeSciencesWt DD3AcqnII A InteractiveBrkrs ProfoundMed BlueknightEnPtrsA G Willi-Food MicroStrategy TexasRoadhouse DimeComPfdA KL Acqn ProShUltShNdBtech VorBiopharma Catalent HCA Healthcare Pontem VyGlblGrowthA
1LifeHealthcare DD3AcqnII Wt Intra-Cellular PropertySolns BlueWaterAcqn G1Therapeutics MicroVision TheBancorp EvaxionBiotech LandosBio CedarRealtyPfBHDFC Bank PPlus GSC-2 VyGlblGrowthWt
26CapAcqn DecarbonizaPlusA InvestorsBancorp PropertySolns BOK Fin Gaming&Hosp MidSouthBncp ThimblePoint Celestica HEXO PrimaveraCap Walker&Dunlop
360DigiTech
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BoltBiotherap Genasys MingZhuLogistics ThunderBridgeIII NYSE CenturyComm HH&L Acqn PrimeImpactI Waters
BOS BetterOnln Genetron Misonix Tilray CerberusTele HIG Acqn Primerica WellsFargoPfdACC
4D Molecular DecarbonizPlusWt InvscBS2026MuniBd ProShUltPrQQQ BostonOmaha GilatSatellite MissionProduce TitanMachinery NEW HIGHS ChannelAdvisorH.I.G.AcqnWt PrimoWater WestFraserTimber
8905thAvenuePtrs DefNasdJrBio InvscBS2027MuniBd ProspectCapital BridgelineDigital GlbX EM Internet ModivCare TowerSemi AGCO CLSelPrTechGrFd HorizonGlobal ReinventTechZ CheetahMobile HP PublicStoragePfdO WestAllianceBcp
9MetersBiopharma DelcathSystems InvscBS2028HY Prothena Bridgetown2 GlbX Health&Well Mogo Transcat ASETech ComputeHealth ICICI Bank ReinventTechZ A Chipotle HPX Un PureStorage WestlakeChemPtrs
AAON DermTech InvscBS2028MuniBd PTC BridgewaterBcshs GlbX ThemGrwth MohawkGroup TransGlobeEner A10Networks ConcordAcqn IDT ResoluteForest ChurchillCapIVHPX A PzenaInvtMgmt Wiley A
AcaciaComms Descartes InvscBS2029MuniBd PubMatic BrightLights GlbXAI&Tech MoneyGram TranslateBio AbbottLabs ContainerStore Invesco RingCentral ChurchillCapIVWt
HPX Wt QEP Resources Wiley B
AcaciaResearch DiamondHead InvscBS2030MuniBd PulseBiosciences BrilliantAcqnRt GlbXCannabis MongoDB TravereTherap Abercrombie&Fitch Cooper IndiaFund RivernorthOppsFd ChurchillCapIVHaemonetic Qiagen Workiva
AcadiaHealthcare DicernaPharma InvscDWACnsStpls QAD A Broadcom GlbXCloudComp Morningstar TridentAcqns AberdGlbDynDiv CoreLogic InnovativeIndProp RoyceMicroCap ChurchillCapCorp.V
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AciesAcqnA DigitalTurbine InvscDWAEMMom Quanterix BrooklineCap GlbXDataCtr MotionAcqnA TripAdvisor AdamsDivEquityFd CrucibleAcqn Interpublic SCE V Pfd Cloudera HighlandTransI RPC YatsenHolding
AciesAcqnWt DimeComPfdA InvscDWAFinMom Quantum BRP GlbXecomm MotionAcqnUn TriumphBancorp AditEdTech CubeSmart IntrepidPotash SCE Tr VI 5% Pfd L
AckrellSPACPtrsIUn DixieGroup InvscDWASCMom QuinStreet CoeurMining Hillenbrand Rafael YucaipaAcqn
Bsquare GlbXFinTech MotorcarParts TSR AdtalemGlbEduc Culp InvescoMuniOpp SC Health
ActivisionBliz DraftKings InvscDWATechMom Qumu CohnRobbins HiltonGrandVac RaymondJames YucaipaAcqnA
BurgundyTechWt GlbXMillThematic MountainCrest TTEC AdvDrainageSys CustomersBancorp InvescoMuni SCVX
AdamasPharm DreamFinders InvscFTSEUS1500SM R1RCM AdventCv&Incm D&ZMedia JamesHardie SCVX Wt CohnRobbinsA Hims&HersHealth RayonierAdvMatls ZimIntShipping
C4 Therap GlbXS&P500Catholic MudrickCapII TTM Tech CohnRobbinsWt Hims&HersWt Rayonier Zendesk
AdaptHealth DrivenBrands InvscGoldenDragon Radware CA Healthcare GlbXSocialMedia MudrickCapII A TurtleBeach AllianceBernstein D8 Holdings JawsMustang SM Energy
AdvShDorseyMc DuckCreekTech InvscHYBd RCI Hospitality AllncBrnstnNa D8 A JawsSpitfireA SafeBulkers ColonyCapital HorizonAcqn RegionsFin ZimmerBiomet
AdvShDW FSM US DuddellStreet InvscNasd100 RCM Tech
CaesarsEnt GlbXVideoGames MudrickCapII Wt Tuscan
AllyFinancial D8 Wt JumiaTech SallyBeauty NEW LOWS
CalamosConvHi GlenBurnieBncp MyriadGenetics Tuscan AltimarAcqnII CCNeubergerIII MDH Acqn ON24
AdvShDWAlphaEW DuddellStreetA InvscNasdInt RealNetworks AlteraPfdE DPCM Capital JuniperIndustrial SandbridgeAcqn
CalamosConvOp GlobisAcqn NantKwest TuscanWt AresAcqn ComputeHealth MotiveCapA PeriphasCapA
AGBAAcqnRt DuddellStreetWt InvscNasdNext100 Redfin AltimarAcqnII DPCM Cap A JupaiHoldings SandbridgeAcqnA
CalamosDynConv GlXNasd100CCGrw Nasdaq TymeTechs AtlasCrestII Datto MotiveCapWt PeriphasCapWt
Agenus Eargo InvscQQQI RekorSystems AlussaEnergy DPCM Cap Wt KKR SandbridgeAcqnWt
Agora EastRscs InvscRAFIStratUS Remark CalamosStratTot GolarLNG PfdA NatlEnerSvs UltraClean Atotech G Squared I MusicAcqn QuantumFin
AlussaEnergyA Dana KKR Pfd C ScottsMiracleGro
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AlussaEnergyWt DanimerScientific KSCitySo Pfd Sea
AkernaWt EastWestBncp InvscS&PSCInfTech RepublicFirstBncp Calyxt GooseheadIns NatrlOrderAcqn UnivLogistics Ameresco DanimerSciWt Knowles SequansComms CBRE Acqn A HH&L Acqn NovusCapII US BancorpPfdM
AkoustisTechs eBay InvscS&PSCUtil Resonant CambiumNtwks GoPro NaturalAlt UpFintech AmericasTechA DaqoNewEnergy Kohl's ServiceNow CBRE Acqn Wt JawsMustang
AlignTech EDAP TMS InvscVarRateInvt RevolutionMed Camtek GoresVI NatureSunshine Upstart AmericasTechWt Darden KornFerry Shift4Paymts
Alithya EdocAcqnA IQ Chaikin US SC ReWalkRobotics CanooWt GoresVI A NaviosMaritime Upwork AmerisourceBrgn DarlingIngred LAIX Shopify
AllegiantTravel Emcore IQChaikinUSLC RibbonComms CanopyGrowth GoresVI Wt NebulaCaravelA UrovantSci Ampco-Pitt Deere L&F Acqn SignetJewelers
Alpha&OmegaSem EndoIntl iShCoreS&PUSGrowth RigNet CapitalBancorp GracellBiotech NebulaCaravelWt US GlobalInv Amrep DellTechC L Brands SilverBowRscs
DISTRIBUTIONS & OFFERINGS
Alphabet A EnduranceIntl iShCurrHdMSCIGrmny RiminiStreet CareTrustREIT GreenPlains Net1UEPS Usio Anaplan DelwindsInsA LGL Systems Un SilvergateCapital
Carlyle GreenroseAcqnWt NewAge ValleyNatlBncp Secondary Distributions of common stocks
Alphabet C EnlivexTherap iShESGAwareUSA RMGAcqnII AptIncmREIT DelwindsInsWt LGLS ysAcqn SixFlags
AlphaHlthcrA EnsignGroup iShESGIUSALdrs RMGAcqnII Wt CarneyTechII A GreenVisionAcqn NewellBrands VandaPharm ArborRealty Denbury LGLSysAcqnWt Skillz Albemarle 8,496,733 $153.00 $1,300,000,149
AlphaHlthcrAcqnUn ePlus iShIndia50ETF RMGAcqnIIA CarneyTechII Wt GreenVisionAcqnRt NewProvidenceA VanEckBiotech ArcusBiosci DesktopMetal LSB Inds SkillzWt Allegro Microsystems 17,500,000 $30.30 $530,250,000
AlphaHlthcrWt EssaPharma iShMSCI ACWI RMGAcqnIII CassavaSciences GridDynamics NewsCorp A VanEckFallAnglHYBd AresAcqn DesktopMetalWt LabCpAm SkylineChamp
CastleBiosci GridDynamicsWt NewsCorp B VanEckGaming AquaBounty Technologies 13,000,000 $8.50 $110,500,000
AlphaMarkActiveMgd EstablishLabs iShMSCI EAFE SC RocketPharm AristaNetworks Diageo LeeEnterprises Smartsheet
Alphatec EtonPharm iShMSCIJapanEW RockyBrands CDW GrowGeneration NewtekNts2026 VangdRuss1000 ArloTech Dick's LendingClub Snap Arcutis Biotherapeutics 5,500,000 $35.00 $192,500,000
AltairEngg Etsy iShMSCIJapanVal RothCH II A CelldexTherap GrowthCapAcqn NexstarMedia VangdRuss1000Grw AshlandGlobal DieboldNixdorf Lennar A SnapOn
CellularBiomed GTY Tech NicholasFin VangdRuss2000 argenx SE 3,593,750 $320.00 $1,150,000,000
AltitudeAcqn EvaxionBiotech iShMSCITurkeyETF RothCHAcqnI AspenAerogels DigitalMediaWt Lennar B SocialCapHedV Wt
AltitudeAcqnA Evogene iShNasdaqBiotech RothCHAcqnII CentennialRsc GuarantyBcshrs NLS Pharm Wt VangdRuss2000Grw AspirCnsUn dMY Tech II LibertyOilfield SocialCapHedosIVWt Ballantyne Strong 3,290,000 $2.30 $7,567,000
AltitudeAcqnWt ExOne iTeosTherap RothCHAcqnIWt CentralGarden GWPharm NobleRockAcqn VangdRuss2000Val AspirCnsA dMYTechA LifeStorage SocialCapHedV Compute Health Acquisition 75,000,000 $10.00 $750,000,000
AltusMidstream ExperienceInvt IthaxAcqn RothCHAcquisitionI CentralGardenA HalladorEnergy NortheastBank VangdRuss3000 AspirCnsWt dMYTechIII Un LightspeedPos SocialCapHedV A
CentricusAcqn HalozymeTherap Novavax VaronisSystems Cuentas 2,790,697 $4.30 $11,999,997
Amdocs ExperienceInvtA ItiquiraAcqn RumbleON Atento Donaldson LithiaMotors SocialCapHedVI
AmerCarMart eXpWorld JanusSCGrwAlpha SanaBiotech CenturyCasinos HarrowHealth NV5Global Vaxart AtkoreIntl DonnelleyFin LiveOakAcqnII SocialCapHedVI A CuriosityStream 7,475,000 $13.50 $100,912,500
Amerco ExtremeNetworks JoffFintech SarissaCap Charles&Colvard HarvardBioSci NXP Semi VentouxCCMAcqn AtlStreetAcqn DragoneerGrowth LiveOakII A SocialCapHedVI Wt Document Security Systems 12,319,346 $2.80 $34,494,169
AmericanRscs FalconCapAcqn JohnsonOutdoors ScholarRock ChemoCentryx Headhunter OaktreeSpec Veracyte AtlasCrestInvt DragoneerGrwA Luby's Sony
AmtechSystems FARO Tech Joint SciStratAcqn ChickenSoupA HealthAssurance OasisMidstream Vericel AtlasCrestInvtWt Duff&PhelpsUtil Luxfer SoCopper Durect 17,707,917 $2.40 $42,499,001
Amyris FAT Brands JounceTherap SeaportGlb Children'sPlace HealthCorCat Ocugen VerintSystems AtlasCrestII DycomInds MDC Holdings SouthwesternEner EyePoint Pharmaceuticals 9,100,000 $11.00 $100,100,000
AnavexLifeSci Ferroglobe Joyy SeelosTherap ChurchillDowns HeliosTechnologies OdysseyMarine Veritone Atotech DynagasLNG PfdB MDH Acqn SpecialOppFdPfB
Chuy's HerzfeldCarib OfficePropNts2050 Veru HyreCar 2,200,000 $11.75 $25,850,000
AndinaAcqnIII FibroGen JupiterWellnessWt SelectaBiosci Avaya DynagasLNG PfdA MFS Charter SpectrumBrands
AndinaAcqnIII FidelityNasdaq Kadmon SemiLEDS CitiusPharmWt Heska OFSCap6.5%Nts25 ViaviSolutions AveryDennison Dynatrace MGM Resorts SpragueRscs ImmunoPrecise Antibodies Ltd 1,616,293 $13.45 $21,739,141
AndinaAcqnIIIRt FiestaRestaurant Kernel SeniorConnectI ClarimAcqn HibbettSports OFSCapNts2023 VicShNasdNext50 AxosFinancial EPAM Systems MSA Safety St.Joe Infrastructure & Energy Alternatives 8,000,000 $16.75 $134,000,000
AndinaAcqnIIIWt FifthWall I Kforce SeniorConnectI A CleanEnerFuels HimaxTechs OFSCapNts2026 VicShUSDiscEnhVol BankofAmPfd2 EQ Health MaidenHldgsPfdC StandexInt
AngioDynamics FinTechAcqnV KimballElec SeniorConnectI Wt ClearBr AC Grw HinghamSvg Omnicell VicShUSSCHiDiv Barnes&NobleEduc EagleMaterials MasonIndlTech Stantec
InspireMD 29,032,258 $0.62 $18,000,000
AngionBiomed FinTechAcqnV A KingsoftCloud SenseiBiotherap ClearBrLCGrw HireQuest OncoSecMedical VicShUSSCVolWtd BellRingBrands EtnVncEqtyInco II MasTec StarGroup Invesco Mortgage Capital 24,000,000 $3.83 $91,920,000
Ansys FirstCitizBcshA KinsTech SesenBio ClearPtNeuro HMS Holdings OneStopSystems VikingTherap BenchmarkElec EtnVnc MIT MatadorRscs Startek
ClearSignTech HolicityA OneWaterMarine VikingTheraWt
IsoRay 36,000,000 $1.25 $45,000,000
AntaresPharma FirstFinBkshs KinsTechA SharpsCompliance BerkHathwy A EtnVncSrIT Maximus StifelFinancial
Aphria FirstInternetBncp KludeInIAcqn ShoalsTech CleneWt HolicityUn OpendoorTechWt VillageFarms BerkHathwy B EmbotellAndinaA MayvilleEngg SunlandsTech Iterum Therapeutics plc 34,782,609 $1.15 $40,000,000
ApolloEnd FiveStarSrLiving Kopin ShoeCarnival ClevelandBioLabs HolicityWt OpenLending VincerxPharmaUn Bill.com EmersonElec McEwenMining Sunoco Janus Henderson Group plc 30,668,922 $29.25 $897,065,969
ApolloMedical Fluent Kulicke&Soffa Shyft CleverLeavesWt Hologic OpenText VinciPartnersInvt BlkRkCA MI Tr Empower MediaAlpha SwissHelvFd
CM Life HomePtCap OptimizeRx VirtuFinancial Kaleido Biosciences 5,250,000 $11.50 $60,375,000
AppHarvest FocusFinPtrs KVH Inds SI-BONE BlkRkCredAllocIncm EmpowerWt Medifast SynovusFin
AppHarvestWt Fortinet LakelandFin Sientra CMLifeSciA HomeStreet OptionCare VirtusInvtPtrs BlkRkCapEnIncoFd Endava Meritor Systemax Krystal Biotech 2,211,538 $65.00 $143,749,970
AppliedMolecular FortistarSust LakelandInd SignatureBank CN Energy HorizonTechFin OramedPharms VistasMediaAcqnUn BlkRkMultiIT EndeavourSilver MohawkInds Telus Moleculin Biotech 14,273,684 $4.75 $67,799,999
ArcBest FortressBioPfdA LancasterColony SilenceTherap CNB Fin PfdA HorizonTherap Organogenesis VorBiopharma BlkRkMuniIntrDur EnovaIntl MonmouthRealEst TelusIntl
Arcimoto ForwardIndustries LandosBio SiliconMotion CodaOctopus HovnanianPfdA OrthoClinical voxeljet BlkRkMuni2030 Entercom MS India TLG Acqn One Northern Oil & Gas 12,500,000 $9.75 $121,875,000
arGEN-X FoxFactory Lands'End SimplifyGrwEq Codexis Huazhu OutlookTherap VOXX Intl BlkrckMunHlCAQlty Envista MotiveCapital TPGPaceBenWt OncoCyte 7,780,000 $4.50 $35,010,000
ArkGlobal Franchise Lantheus SimplifyGrwEqDwn CognyteSoftware HudsonTech OutlookTherapWt WarnerMusic BlkRkMuniHldg EnvivaPartners MotiveCapA TailwindAcqn
CollectorsUniv HumanCoAcqnA OzonHoldings WheelerREIT Opendoor Technologies 28,536,888 $27.00 $770,495,976
ArkoWt FreightCarAmer LeisureAcqn SimulationsPlus BlkRkMuniyldAZ II EsteeLauder MotiveCapWt TailwindAcqnA
ArrowheadPharm FrequencyTherap LeisureAcqnUn SinoGlobalShip ColliersIntl HumanCoAcqnWt ParatekPharma WholeEarthBrds BlkRkMuniYldCAQlt EvercoreA Movado Tapestry Pedevco 5,190,000 $1.50 $7,785,000
ArtiusAcqn Freshpet LeisureAcqnWt SirenNasdNexGen ColumbiaSportswr HuttigBuilding ParkCity Willdan BlkRkMunYdMIQlty Everi MusicAcqn TataMotors Quanterix 4,107,142 $70.00 $287,499,940
ArtiusAcqnA FS Devt LexiconPharm Skyworks ColumbusMcKinn Hydrofarm PatriaInvts WillisTowers BlRkMuyldPAAQlty EvolentHealth NRG Energy TejonRanch
AslanPharm FstarTherap LibertyBraves A SLM CommScope HyreCar PayPal WisdTrCloud BlkRkMuniyldQlty FB Financial NVR TeklaHealthcare Rekor Systems 5,327,773 $12.25 $65,265,219
AspenTech FT BICK LigandPharm Smith-Midland CommVaultSys I-Mab PennNational WisdTrJapanHdgSC BlRkMunyldQltyIII Fabrinet NaviosMaritime TeklaLifeSci Revolution Medicines 5,797,101 $45.00 $260,869,545
AstreaAcqn FT CloudComp LionheartAcqnII SmithMicro comScore IAC/InterActive Perficient WisdTrUSSCQltyDiv BlkRkNYQltyTr Farfetch NavSightA TenetHealthcare Rhythm Pharmaceuticals 5,000,000 $30.00 $150,000,000
AsureSoftware FT DorseyDyn5 LionheartAcqnII SoFiGigEcon ConversionLabs icad PerionNetwork Workday BlkRkNY MI Tr FarmlandPtrsPfdB NewRelic Teradata
ATA Creativity FT DorseyFoc5 LiqTechIntl SoftwareAcqnGrpII Conx iClickInteract Pharvaris WorkhorseGroup BlkRkSci&Tech FedAgricMtgPfdE NexaResources TetraTech United States Steel 42,000,000 $16.65 $699,300,000
AteaPharm FT DorseyIntl5 LiquiditySvcs SoftwareII A CONX IdealPower Phunware WT CybersFd BlkRkSci&TchII FinVolution NorthernStarII TexasPacLand Ur-Energy 14,722,200 $0.90 $13,249,980
AtlanticAmerican FT EM SC Alpha LIVCapAcqnUn SoftwareII Wt CorMedix Ideanomics PhunwareWt Xencor Blackstone FirstMajestic NovusCapII 3D Systems
Atlanticus FT GlblAgri LivePerson Sonos CoStar Identiv Pinduoduo XerisPharm BloomEnergy FirstMarkHorizon NuSkinEnts Tilly's Veracyte 7,432,433 $74.00 $550,000,042
Atomera FT GlTactCommod Lizhi SouthernFirstBcsh CovaAcqn IdexxLab PoemaGlobal XOMA8.625%Pfd.A BlueLinx FirstMarkHorizonA NuvDynMuniOpps TrebiaAcqnWt Yield10 Bioscience 1,040,000 $12.25 $12,740,000
AtriCure FT IPOXEurEq LogitechIntl SpringValleyAcqn CPS Tech IG Acqn Popular YellowstoneAcqn BlueRiverAcqn FirstMarkHorizonWt NuvInterDurQual TrecoraResources Source: Dealogic LLC, New York City; (212) 577-4400.
M38 BARRON’S February 8, 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, February 05, 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 2.25 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 4.75 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0008946 .0008941 1117.76 1118.48
Currency Currency Foreign Foreign
Fed Funds Rate in U.S.$ in U.S.$ Currency Currency Sri Lanka (Rupee) .0052 .0052 193.5100 190.5200
Avg effective offer 0.08 0.08 1.60 S&P 100 CBOE Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1194 .1196 8.3722 8.3592
Avg weekly auction-c 0.08 0.09 1.57 Switzerland (Franc) 1.1125 1.1228 .8989 .8906
4.90 1.10 Argentina (Peso)-y .0114 .0115 87.9275 87.2964 Taiwan (Dollar) .03573 .03569 27.989 28.016
T-Bills Rate S&P 100
s Australia (Dollar) .7678 .7642 1.3024 1.3086 Thailand (Baht) .03333 .03348 30.000 29.870

s
13 weeks, Coupon Yield 0.066 0.081 1.582 CBOE
Bahrain (Dinar) 2.6535 2.6524 .3769 .3770 Turkey (New Lira)-d .1418 .1367 7.0538 7.3149
13 weeks, Auction Rate 0.065 0.080 1.550 4.00 0.95 Brazil (Real) .1862 .1830 5.3707 5.4630 .0360 .0355 27.7500 28.1500
Ukraine (Hryvnia)
26 weeks, Coupon Yield 0.071 0.086 1.557 Bulgaria (Lev) .6156 .6204 1.6243 1.6118 U.K. (Pound) 1.3735 1.3710 .7281 .7294
26 weeks, Auction Rate 0.070 0.085 1.520 Canada (Dollar) .7837 .7827 1.2759 1.2776 Uruguay (Peso) …… .. …… .. …… .. …… ..
Avg weekly auction-c 0.07 0.09 1.53 Chile (Peso) .001353 .001361 739.00 734.80 Financial .02345 .02363 42.635 42.325
3.10 0.80 .1546 .1556 6.4667 6.4277 ----
Broker Call Rate China (Renminbi)
2.00 2.00 3.50 Euro 1.2049 1.2138 .8299 .8239
Colombia (Peso) .0002813 .0002802 3555.50 3569.01
Bankers Acceptances Croatia (Kuna) .1593575 .1603746 6.28 6.24 Special Drawing Rights (SDR) are based on exchange rates for the U.S.,
1 month 0.12 0.12 1.60 2.20 0.65 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 0.15 0.15 1.63 Commercial rate .04672 .04662 21.404 21.450 2005. y-floating rate.
3 months 0.18 0.18 1.70 Denmark (Krone) .1620 .1632 6.1714 6.1289
6 months 0.20 0.20 1.75 1.30 0.50 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000
Egypt (Pound)-y .0637 .0636 15.6905 15.7149
Euro Libor Rate Hong Kong (Dollar) .1290 .1290 7.7527 7.7531
1 month -0.579 -0.579 -0.512 Hungary (Forint) .003378 .003395 296.05 294.51
3 months -0.554 -0.543 -0.423
0.40 0.35
F M A M J J A S O N D J Iceland (Krona) .007778 .007775 128.56 128.61 ARMS INDEX
6 months -0.539 -0.537 -0.393 India (Rupee) .01374 .01371 72.788 72.916
12 months -0.503 -0.504 -0.302 Source: CBOE
Indonesia (Rupiah) .0000713 .0000713 14030 14030
The Arms index, also known as the short term trading index, is a number
Israel (Shekel) .3041 .3049 3.2887 3.2799
Libor Interbank Rate derived by dividing one quotient into another quotient. The numerator in
Japan (Yen) .009490 .009552 105.38 104.68
1 month 0.12 0.12 1.67 the index is the number of advancing stocks divided by the number of
3 months 0.19 0.20 1.73 INVESTOR SENTIMENT READINGS Kazakhstan (Tenge) .002378 .002362 420.50 423.42
declining stocks. As of 3/14/11, the denominator in the index is now the
Kuwait (Dinar) 3.3012 3.3027 .3029 .3028
6 months 0.21 0.22 1.74 High bullish readings in the Consensus stock index or in the .1252 .1251 7.9900 7.9915 compositevolumeofadvancingstocksdividedbythecompositevolumeof
Macau (Pataca)
12 months 0.30 0.31 1.83 Market Vane stock index usually are signs of Market tops; low Malaysia (Ringgit)-b .2457 .2474 4.0705 4.0425 declining stocks.
Foreign Prime Rates ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Daily 2/1 2/2 2/3 2/4 2/5
Last 2 Weeks 3 Weeks
Canada 2.45 2.45 3.95 Floating rate .0498 .0486 20.0912 20.5919
Week Ago Ago
Germany 0.00 0.00 0.00 New Zealand (Dollar) .7203 .7191 1.3883 1.3906 NYSE .86 2.59 .54 1.49 .98
Japan 1.475 1.475 1.475 Consensus Index Norway (Krone) .1173 .1168 8.5274 8.5595 NYSE American .14 2.54 .78 .74 .35
Switzerland 0.00 0.00 0.50 Consensus Bullish Sentiment 70% 71% 70% Oman (Rial) 2.5976 2.5974 .3850 .3850 Nasdaq .74 2.02 .44 1.57 1.19
Britain 0.10 0.10 0.75 Pakistan (Rupee) .00624 .00624 160.250 160.283
Source: Consensus Inc., P.O. Box 520526,Independence, Mo.
Historical data available at (816) 373-3700. editor@consensus-inc.com Philippines (Peso) .02078 .02081 48.115 48.056
Other Money Rates Poland (Zloty) .2687 .2684 3.7211 3.7260
Fannie Mae Home Loan: AAII Index Qatar (Rial) .2746 .2746 3.6418 3.6421 BARRON'S GOLD MINING INDEX
30-Year Fixed Conv 2.02 1.97 2.95 Bullish 37.4% 37.7% 42.5% Russia (Ruble)-a .01340 .01317 74.649 75.955
Bearish 35.6 38.3 34.5 12-Month Year Week %
Bank money market-z 0.08 0.08 0.21 Saudi Arabia (Riyal) .2666 .2666 3.7510 3.7508
Interest Checking-z 0.04 0.04 0.07 Neutral 27.1 24.0 23.0 High Low 2/4 1/28 Ago Chg.
Singapore (Dollar) .7493 .7529 1.3345 1.3282
6-Month Certif-z 0.14 0.14 0.50 Source: American Association of Individual Investors, South Africa (Rand) .0674 .0659 14.8371 15.1774 1019.26 391.56 Gold mining 931.69 914.67 589.93 +1.86
12-Month Certif-z 0.20 0.20 0.77 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170.
30 Month Accounts-z 0.21 0.22 0.80 Market Vane
5-Year Certificates-z 0.34 0.35 1.13 Bullish Consensus 51% 53% 52%
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 2/5 1/29 Ago
Member Bank Latest Week Ago
the Federal Reserve on a weekly average basis. Indicator 44.5% 44.0% 49.0% Gold, troy ounce 1802.95 1863.80 1572.65
Reserve Chgs. (Mil. $) Week Change Change
Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus Circle, Suite 1592 Silver, troy ounce 26.96 27.17 17.70
Factset. z-Bankrate.com. One week ended Feb 3:
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 6,840,913 -15,636 +3,035,440 Coins $ %
WEEKLY BOND STATISTICS
Federal agency secur: Krugerrand 1886.04 72.54 4.00
Last Prev. Yr Ago Last Prev. Yr Ago Bought outright 2,347 .... .... Maple Leaf 1904.18 90.68 5.00
Week Week Week Week Week Week Mexican Peso 2194.54 8.00 0.37
Reserve bank credit: Austria Crown 1780.59 3.00 0.17
New Offerings, (mil $) (v) Bond Buyer 20 Bond Index (Index of yields of 20 Primary Credit 1,843 -186 + 1,838 Austria Phil 1904.18 90.68 5.00
Corporate (z) 36,638 r19,762 26,291 general obligation municipal bonds.) U.S. Eagles 1904.18 90.68 5.00
Secondary Credit .... .... ....
Municipal (z) 4,729 r7,743 8,638 2.21 2.14
2.53 Premium is the amount over the value of the gold content in the
Seasonal Credit .... .... ....
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 -417 -263 -73 Bullion spot gold price 1813.50
corporate bonds.) actively-traded tax-exempt bonds; component issues are
Other F.R. Assets 40,676 + 394 + 11,473
1.42 1.36 2.35 changed regularly to keep the index a current picture of the
market. Source: The Bond Buyer Total Fed Credit # 7,366,834 -18,020 +3,246,895
Interm-Grade Bonds-y (Barron's index of 10 GOLD PERFORMANCE
medium-grade corporate bonds.) 3.41 3.43 3.53 Gold stock 11,041 .... ....

2.68 2.67 3.31 Stock/Bond Yield Gap-s (Difference between yield on SDR Certif. Accounts 5,200 .... .... Too Solid: Traders preferred silver and
highest-grade corporate bonds and yield on stocks on the DJIA.) Treas. Curr. Outst. 50,564 + 14 + 457 risky stocks with no earnings. Gold fell
Confidence Index (High-grade index divided by inter-
mediate-grade index; decline in latter vs. former generally +.48 +.61 –.16 Total 7,455,652 -18,137 +3,248,744
3.3% on the week, to $1,803 an ounce.
indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Currency in circ 2,097,478 + 334 + 304,892
53.0 51.1 71.0 Treas. Cash Hldgs 49 + 6 -170
Corp Bonds, (y) 2.08 2.04 2.62 80
Other Confidence Indicators: Treas. Fed Deposits 1,625,325 -8,215 +1,212,003
v-Week ended Thursday. y-Yield to maturity, week ended Thursday.

s
Barron's Gold Mining Index (931.69)
z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Foreign Fed Deposits 21,849 -108 + 16,667
Bloomberg Barclays US Long Treasury*(This Other Fed Deposits 192,988 -56,074 + 130,718
60
index measures the performance of fixed-rate, nominal US
Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) MONEY SUPPLY Other FR liab/cap 49,477 -397 + 5,709
40
4436.44 4550.56 4260.42 Total factors 4,262,534 -48,247 +1,700,642
Money Supply (Bil. $) Latest Prev. Yr. Ago YOY % Chg Reserves F.R. banks 3,193,118 + 30,110 +1,548,102
Bloomberg Barclays US Credit (This index Week ended January 25
20
includes all publicly issued, fixed-rate, non-convertible, invest- M1 (seas. adjusted) 6,903.0 r6,749.9 3,967.7 73.98 Fgn hold U.S. debt 3,531,293 -1,639 + 104,948
s
ment-grade, dollar-denominated, SEC-registered corporate M1 (not adjusted) 6,990.0 r6,617.6 4,065.1 71.95 0
debt. All issues have at least one year to maturity and outstand- M2 (seas. adjusted) 19,514.3 r19,567.1 15,494.7 25.94 Reserve Aggr (Mil. $) Latest Prev. Month % Year Handy & Harman Gold Price
M2 (not adjusted) 19,424.9 r19,542.6 15,351.3 26.54
ing par value of at least $250 million. Jan. 1, 1973=0.) (v) Month ended December
Month Ended December: Month Month Chg. Ago
-20
3334.43 3351.20 3150.85 M1 Mult. Replacement (St. Louis Fed) 1.290 1.177 1.182 9.14 Total Reserves: 3,135,000 3,034,700 3.31 1,698,300
Ryan Labs Treasury Index (Index of total return from Monthly Money Supply Nonborrowed Res 3,076,300 2,968,100 3.65 1,698,300 -40
active Treasury notes and bonds. Dec. 31, 1996=100.) Month ended December Borrowed Reserves 58,685 66,598 -11.88 21 M A M J J A S O N D J
M1 (seas. adjusted) 6,621.3 r6,047.7 3,978.3 66.44
322.24 325.28 306.09 M2 (seas. adjusted) 19,188.3 r19,086.1 15,318.4 25.26 Monetary Base 5,206,600 5,093,100 2.23 3,426,500
February 8, 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.
Hawkins-HWKN (Nasdaq)...................................................................... 2-for-1 2-19 3-02 3-01 NYSE NYSE
Sherwin-Williams-SHW (NYSE) .......................................................... 3-for-1 3-23 4-01 3-31 Genesis Energy .15
Monday Thursday Global Partners .55
Tuesday Artisan Ptrs Asset Mgmt .31
Black Hills .565
Shaw Communications .074
Truist Financial .45
(February 8) (February 11) Hess Midstream .447 (February 9)
SPECIAL DIVIDENDS Air Products & Chem 1.34 Antero Midstream .308 Holly Energy Partners .35 ExxonMobil .87
Booz Allen Hamilton Hldg.37 Unitil Corp .38
Charles Schwab .18 Visa Cl A .32
Ambev ADR .015 Banco Sant Brasil ADR .034 IHS Markit .20 Graham Corp .11
Record Ex-Dividend Payment ConocoPhillips .43 Wabtec .12
Banco Bradesco Ord .003 Enterprise Pdts Partners .45 Lennar Cl A .25 IBM 1.63
Company Name-Ticker Symbol (Exchange) Amount Date Date Date Duke Energy .965 WEC Energy Group .678
British Amer Tobacco .672 First Republic Bank .20 Lennar Cl B .25 Invitation Homes .17 Eli Lilly .85 YUM! Brands .50
Artisan Ptrs Asset Mgmt-APAM (NYSE) ............................................ 0.31 2-12 2-11 2-26 Deere .76 Itau Unibanco Holding .012 Magellan Midstream 1.028 Levi Strauss .04 Emerson Electric .505
Pzena Invt Management-PZN (NYSE) ................................................ 0.22 2-12 2-11 2-25 Masco Corp .14 Knot Offshore Partners .52 Marsh & McLennan .465 Marine Products .10 Enbridge .652 Friday
Nucor .405 Morgan Stanley .35 MDC Holdings .343
Tuesday Entergy .95 (February 12)

DIVIDEND PAYMENT REDUCTIONS (February 9) Friday MPLX

Northwest Natural
.688
.48
Mueller Water Products .055 Equinor ADR .11 AGCO .16
(February 12) Parker Hannifin .88 Essential Utilities .251 Applied Indl Techs .33
AZZ .17 NuSTAR Energy .40 Penske Automotive .43
Adjusted % Record Ex-Div Payment Accenture Cl A .88 Gorman-Rupp .155 Bunge Ltd .50
Cooper Cos .03 Oneok Inc .935 Rollins Inc .08
Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Delek Logistics Partners .91 AES .15 PerkinElmer .07
Great Western Bancorp .01 Cable One 2.50
Southern Copper .60 Church & Dwight .252
Levi Strauss-LEVI (NYSE) ................................... 0.6 Q .04 .08 -50.0 % 2-10 2-09 2-26 Grupo Aval Acciones .026 Ally Financial .19 PermRock Royalty .016 Standex Intl .24
Helmerich & Payne .25
Mastercard .44 Aon .46 TC PipeLines .65 Hilltop Holdings .12 Cimarex Energy .22
Suburban Propane .30 Bk of NY Mellon .31 Western Midstream .311 Wednesday Jabil .08 Fortis .386
DIVIDEND PAYMENT BOOSTS Cadence Bancorp .15 Jefferies Financial Group .20 INVESCO .155
Wednesday Clorox 1.11
Saturday (February 10)
Donaldson Co .21 JM Smucker .90 Murphy Oil .125
Adjusted % Record Ex-Div Payment (February 13)
Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date (February 10) Crestwood Equity .625 Matson Inc. .23 Kroger Co .18 Southern .64
Albertsons .10 DCP Midstream .39 NONE Lindsay .32
ResMed .39 Southwest Gas Holdings .57
3M-MMM (NYSE) ....................................................... 3.3 Q 1.48 1.47 0.7 % 2-12 2-11 3-12 American Express .43 Eaton Vance .375 Sunday Maximus .28
TJX Cos .26 Standard Motor Prod .25
Allete-ALE (NYSE)..................................................... 3.8 Q .63 .6175 2.0 2-16 2-12 3-01 Carrier Global .12 Equitrans Midstream .15 (February 14) Moog A .25
Amdocs-DOX (Nasdaq) ............................................ 1.7 Q .36 .3275 9.9 3-31 3-30 4-23 Navios Marit Acq .05 Federated Hermes .27 NONE
Valero Energy .98
Moog B .25 Saturday
WestRock .20
Amphenol Cl A-APH (NYSE) ................................... 0.9 Q .29 .145 100.0 3-23 3-22 4-14 Neenah .47 (February 13)
Apollo Global Mgmt A-APO (NYSE)....................... 4.5 Q .60 .51 17.6 2-19 2-18 2-26 NASDAQ Thursday Oil-Dri of America .26 NONE
Artisan Ptrs Asset Mgmt-APAM (NYSE) ............... 5.2 Q .97 .83 16.9 2-12 2-11 2-26 Monday Thursday MetroCity Bankshares .10 (February 11) Oppenheimer Holdings A .12 Sunday
3M 1.48 Oshkosh .33
AudioCodes-AUDC (Nasdaq) .................................. 0.9 S .16 .14 14.3 2-18 2-17 3-04 (February 8) (February 11)
Pacific Premier Bancorp .30 (February 14)
AH Belo A .04 Pitney Bowes .05
Banco Sant Brasil ADR-BSBR (NYSE) .................. 1.8 Q .025371 .013006 95.1 2-18 2-17 3-10 Old Second Bancorp .01 Apple .205
PetMed Express .28
Alliance Data Systems .21 Provident Finl Svcs .23
NONE
BCE Inc-BCE (NYSE)................................................. 5.8 Q .681597 .651765 4.6 3-15 3-12 4-15 Plains All Amer Pipeline .18
Texas Instruments 1.02 Dorchester Minerals .242
Plains GP Holdings .18 Ameriprise Financial 1.04 Pzena Invt Management .25 Monday
Black Stone Minerals-BSM (NYSE) ....................... 6.4 Q .175 .15 16.7 2-16 2-12 2-23 Friday
Booz Allen Hamilton Hldg-BAH (NYSE)................ 1.8 Q .37 .31 19.4 2-12 2-11 3-02 Tuesday RBB Bancorp .12 AmerisourceBergen .44 Ritchie Bros .22 (February 15)
(February 12) Sierra Bancorp .21 Artisan Ptrs Asset Mgmt .97 Scorpio Bulkers .05 NONE
(February 9)
Brookfield Infrastructure-BIP (NYSE) .................. 3.8 Q .51 .485 5.2 2-26 2-25 3-31 Codorus Valley Bancorp .11 1st Source .29 Signature Bank .56
Brookfield Infrastructure-BIPC (NYSE)................ 2.9 Q .51 .485 5.2 2-26 2-25 3-31 Virtus Invt Partners .82 NASDAQ
Codorus Valley Bancorp .02 Colony Bankcorp .102
Brookfield Renewable-BEPC (NYSE) .................... 2.0 Q .30375 .289333 5.0 2-26 2-25 2-26 LSI Industries .05 CSW Industrials .135 Saturday Tuesday OP Bancorp .07 Midland States Bancorp .28
Brookfield Renewable Ptrs-BEP (NYSE) .............. 2.4 Q .30375 .289333 5.0 2-26 2-25 3-31 Dime Community Banc .24 Peapack Gladstone .05 Nexstar Media Cl A .70
Byline Bancorp-BY (NYSE)..................................... 1.4 Q .06 .03 100.0 2-09 2-08 2-23 Wednesday Green Plains Partners .12
(February 13) (February 9)
S & T Bancorp .28 Origin Bancorp .10
(February 10) NONE American Elec Power .74
Capital One Fincl-COF (NYSE) ................................ 0.4 Q .40 .10 300.0 2-17 2-16 3-01 Kaiser Aluminum .72 Territorial Bancorp .23 Otter Tail .39
Capital Southwest-CSWC (Nasdaq) ....................... 8.3 Q .42 .41 2.4 3-15 3-12 3-31 Capital Product Partners .10 Landmark Infr Partners .20 Sunday BankFinancial .10
Wintrust Financial .31 Park-Ohio Holdings .125
Ohio Valley Banc .21 Lifetime Brands CapStar Finl Hldgs .05 Premier Financial .24
.043 (February 14) WSFS Financial .12
Celanese-CE (NYSE) ................................................ 2.1 Q .68 .62 9.7 2-09 2-08 2-23 Columbia Banking Sys .28 Selective Insurance Grp .25
Church & Dwight-CHD (NYSE) ............................... 1.2 Q .2525 .24 5.2 2-16 2-12 3-01
VSE .09 Martin Midstream .005 NONE
First Bancshares .13 Thursday South State .47
Cincinnati Financial-CINF (Nasdaq) ...................... 2.8 Q .63 .60 5.0 3-17 3-16 4-15 NYSE American German American Banc .21 (February 11) Southern Missouri Banc .16
Citizens Community-CZWI (Nasdaq)..................... 2.1 A .23 .21 9.5 2-11 2-10 2-25 Heritage Financial .20 1st Constitution Bancorp .09 Southern Natl Bncp of VA.10
CME Group Cl A-CME (Nasdaq) .............................. 1.8 Q .90 .85 5.9 3-10 3-09 3-25 Monday Wednesday Friday Investors Bancorp .14 Absolute Software .063 Summit State Bank .12
(February 12) Macatawa Bank .08 Amgen 1.76 TCF Financial .35
Cognizant Tech Solutions-CTSH (Nasdaq) .......... 1.2 Q .24 .22 9.1 2-18 2-17 2-26 (February 8) (February 10)
MarketAxess Holdings .66 Atlantic Union Bankshrs .25
Cheniere Energy Ptnr .655 Timberland Bancorp .21
Community West Bancshares-CWBC (Nasdaq).. 2.6 Q .06 .05 20.0 2-09 2-08 2-26 NONE NONE
Mid Penn Bancorp .19 Bank of Princeton .12 Timberland Bancorp .10
Corning-GLW (NYSE) ............................................... 2.6 Q .24 .22 9.1 2-26 2-25 3-30 Tuesday Thursday Saturday Bankwell Financial Group.14
eBay-EBAY (Nasdaq) ................................................. 1.0 Q .18 .16 12.5 3-01 2-26 3-19 (February 13) NONE
Northeast Bank
Northfield Bancorp
.01
.11 Bassett Furniture Inds .125
Friday
(February 9) (February 11) (February 12)
Evolution Petroleum-EPM (NYSE AMER ) ............. 2.9 Q .03 .025 20.0 3-16 3-15 3-31 NONE Sunday PCB Bancorp .10 Bio-Techne .32
CB Financial Services .24
NONE
FB Financial-FBK (NYSE)......................................... 0.9 Q .11 .09 22.2 2-08 2-05 2-22 (February 14) NONE Sirius XM Holdings .015 Brookline Bancorp .115
Silicon Motion Tech ADR .35
Business First Bancshrs .10
Fidelity National-FIS (NYSE)................................... 1.1 Q .39 .35 11.4 3-12 3-11 3-26 Tetra Tech .17 Skyworks Solutions .50
First BanCorp Puerto Rico-FBP (NYSE) ............... 2.9 Q .07 .05 40.0 2-26 2-25 3-12 Univest Financial .20 Cintas .75
NEW LISTINGS West Bancorp .22 ConnectOne Bancorp .09 Umpqua Holdings .21
First Business Finl Svcs-FBIZ (Nasdaq) ............... 3.3 Q .18 .165 9.1 2-08 2-05 2-18 Saturday
Western New England .05 Eagle Bancorp Montana .097
First Interstate Banc A-FIBK (Nasdaq)................... 4.0 Q .41 .38 7.9 2-09 2-08 2-19 NYSE Winmark .25 First Bank .03 (February 13)
GATX-GATX (NYSE) .................................................. 2.1 Q .50 .48 4.2 2-26 2-25 3-31 WisdomTree Invest .03 First Northwest Bancorp .06 NONE
GlaxoSmithKline ADR-GSK (NYSE)...................... 5.7 Q .627992 .516664 21.5 2-19 2-18 4-08 Altimar Acquisition II (ATMRU) FirstCash .27
Wednesday Sunday
Harley-Davidson-HOG (NYSE) ............................... 0.2 Q .15 .02 650.0 3-02 3-01 3-19 Ares Acquisition (AACU) Global Water Res .024
(February 14)
(February 10) Hawkins .123
Hawkins-HWKN (Nasdaq) ........................................ 1.7 Q .1225 .11625 2.6 2-12 2-11 2-26 Atotech (ATC) NONE
ArcBest .08 Heartland Financial USA .22
Hilltop Holdings-HTH (NYSE) ................................. 1.6 Q .12 .09 33.3 2-15 2-11 2-26 Monday
HomeStreet-HMST (Nasdaq) ................................... 2.5 Q .25 .15 66.7 2-09 2-08 2-24 Chart Industries (GTLS) Citizens Community .23 Heritage Commerce .13
Independent Bank Group .30 Landstar System .21 (February 15)
Imperial Oil-IMO (NYSE AMER ) ............................... 3.4 Q .1712 .169996 0.7 3-02 3-01 4-01 Compute Health Acquisition (CPUHU) Meridian .125 Middlesex Water .273 NONE
Intercontinental Exchange-ICE (NYSE) ............... 1.1 Q .33 .30 10.0 3-17 3-16 3-31 CTO Realty Growth (CTO)
Invitation Homes-INVH (NYSE) .............................. 2.3 Q .17 .15 13.3 2-10 2-09 2-26 EQ Health Acquisition (EQHAU) NYSE American
Kemper Corp-KMPR (NYSE) ................................... 1.7 Q .31 .30 3.3 2-16 2-12 3-02
Landmark Bancorp-LARK (Nasdaq) ...................... 3.0 Q .20 .190476 5.0 2-17 2-16 3-03 G Squared Ascend I (GSQDU) Tuesday Thursday Saturday
(February 9) (February 11) (February 13) NONE
La-Z-Boy-LZB (NYSE) .............................................. 1.5 Q .15 .14 7.1 3-04 3-03 3-15 HH&L Acquisition (HHLAU)
Midland States Bancorp-MSBI (Nasdaq) .............. 5.3 Q .28 .2675 4.7 2-12 2-11 2-19 NONE NONE Sunday
Jaws Mustang Acquisition (JWSMU) Wednesday Friday (February 14) NONE
MidWestOne Fincl Group-MOFG (Nasdaq)........... 3.3 Q .225 .22 2.3 3-01 2-26 3-15
National Instruments-NATI (Nasdaq) .................... 2.6 Q .27 .26 3.8 2-08 2-05 3-01 Novus Capital II (NXUU) (February 10) (February 12) Monday
New York Times-NYT (NYSE) ................................. 0.5 Q .07 .06 16.7 4-07 4-06 4-22 ON24 (ONTF) Gold Resource .003 NONE (February 15) NONE
North Eur Oil Royalty Tr-NRT (NYSE).................... 6.7 Q .04 .02 100.0 2-12 2-11 2-24 Quantum FinTech Acquisition (QFTAU)
Oaktree Specialty Lending-OCSL (Nasdaq) ......... 7.5 Q .12 .11 9.1 3-15 3-12 3-31 TELUS International (TIXT) TRADING SUSPENDED
Oaktree Strategic Income-OCSI (Nasdaq) ............ 7.2 Q .155 .145 6.9 2-12 2-11 2-26
Old Dominion Freight Line-ODFL (Nasdaq).......... 0.3 Q .20 .15 33.3 3-03 3-02 3-17 Nasdaq NYSE
Otter Tail-OTTR (Nasdaq) ......................................... 3.5 Q .39 .37 5.4 2-12 2-11 3-10 Angion Biomedica (ANGN)
Pembina Pipeline-PBA (NYSE)............................... 6.9 M .1642 .164056 0.1 2-25 2-24 3-15 Acorn International (ATV)
Peoples Fincl Svcs-PFIS (Nasdaq)......................... 3.7 Q .37 .36 2.8 2-26 2-25 3-15 Ark Global Acquisition (ARKIU) Norbord (OSB)
Polaris-PII (NYSE) .................................................... 2.1 Q .63 .62 1.6 3-01 2-26 3-15 Astrea Acquisition (ASAXU)
NYSE American
Postal Realty Trust Cl A-PSTL (NYSE) .................. 5.2 Q .2175 .215 1.2 2-12 2-11 2-26 Bolt Biotherapeutics (BOLT)
Power Integrations-POWI (Nasdaq)....................... 0.5 Q .13 .11 18.2 2-26 2-25 3-31 Centricus Acquisition (CENHU) CorMedix (CRMD)
QTS Realty Trust Cl A-QTS (NYSE)........................ 2.9 Q .50 .47 6.4 3-19 3-18 4-06 CTO Realty Growth (CTO)
Quest Diagnostics-DGX (NYSE) ............................ 1.8 Q .62 .56 10.7 4-07 4-06 4-21 CN Energy Group (CNEY)
Schneider National-SNDR (NYSE)......................... 1.3 Q .07 .065 7.7 3-12 3-11 4-08 CorMedix (CRMD) Nasdaq
SJW Group-SJW (NYSE) ......................................... 2.0 Q .34 .32 6.3 2-08 2-05 3-01 Cuentas (CUEN) Chart Industries (GTLS)
SmartFinancial-SMBK (NCM ) ................................ 1.2 Q .06 .05 20.0 2-12 2-11 3-01
Sound Financial Bancorp-SFBC (NCM )............... 2.0 Q .17 .15 13.3 2-10 2-09 2-24 Evaxion Biotech (EVAX) Wanda Sports Group (WSG)
Stifel Financial-SF (NYSE) ...................................... 0.8 Q .15 .113333 32.4 3-01 2-26 3-15 Immunocore Holdings (IMCR)
Suncor Energy-SU (NYSE) ..................................... 3.8 Q .1642 .162269 1.2 3-04 3-03 3-25 Kernel Group Holdings (KRNLU) NAME CHANGES
Trane Technologies-TT (NYSE)............................. 1.4 Q .59 .53 11.3 3-05 3-04 3-31 Landos Biopharma (LABP)
UFP Industries-UFPI (Nasdaq)................................ 1.0 Q .15 .125 20.0 3-01 2-26 3-15 NYSE
Unilever ADR-UL (NYSE)......................................... 3.3 Q .5139 .4845 6.1 2-26 2-25 3-17 Lucira Health (LHDX)
Alpha Metallurgical Resources (AMR), formerly Contura
Voya Financial-VOYA (NYSE) ................................. 1.1 Q .165 .15 10.0 2-26 2-25 3-29 Pharvaris (PHVS)
Walker & Dunlop-WD (NYSE) ................................. 1.5 Q .50 .36 38.9 2-22 2-19 3-11 Energy (CTRA)
Sana Biotechnology (SANA)
Wintrust Financial-WTFC (Nasdaq)........................ 1.9 Q .31 .28 10.7 2-11 2-10 2-25 Nasdaq
Woodward-WWD (Nasdaq)...................................... 0.6 Q .1625 .08125 100.0 2-22 2-19 3-08 Sensei Biotherapeutics (SNSE)
Xylem-XYL (NYSE).................................................... 1.1 Q .28 .26 7.7 2-18 2-17 3-18 Terns Pharmaceuticals (TERN) Alset EHome International (AEI), formerly HF Enterprises
YUM! Brands-YUM (NYSE)...................................... 1.9 Q .50 .47 6.4 2-12 2-11 3-12 Vor Biopharma (VOR) (HFEN)
 X W L C 10 11 12 H G R P 4 8 3 F A D 6 7 9 0 I
M40 BARRON’S February 8, 2021

S T R E E T W I SE WITH JACK HOUGH

“I t t o o k m e t w o w e e k s t o g e t t o
the top of Kilimanjaro and I did
it in my basement.”
- S c o t t Wa t t e r s o n , C E O o f I C O N H e a l t h a n d F i t n e s s

I C O N v. Pe l o t o n : T h e C o n n e c t e d Fi t n e s s R a c e

S c o t t Wa t t e rs o n , C E O o f N o rd i cTra c k ow n e r
I C O N , o n t h e b o o m i n h o m e t ra i n i n g . P l u s ,
i nve s t i n g i n l a b - g row n m e a t .

L I ST E N N OW

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