Stats for 2023-08-25 (4th week of the Month)
List creation date: 2023-08-25
Median MarketCap: 8203
44.1% stocks on Nasdaq; 55.9% stocks on NYSE/Amex
| Sector | |
| Technology | 24% |
| Industrials | 18% |
| Consumer Cyclicals | 15% |
| Financials | 15% |
| Energy | 9% |
| Consumer Non-Cyclicals | 9% |
| Healthcare | 6% |
| Academic & Educational S | 3% |
| Basic Materials | 3% |
| Industry | |
| Oil & Gas - Related | 9% |
| IT Services & Consu | 9% |
| Electronic Equipmen | 6% |
| Electrical Componen | 6% |
| Construction & Engi | 6% |
| Retailers - Departm | 6% |
| Non-Alcoholic Bever | 6% |
| Investment Manageme | 6% |
| Pharmaceuticals | 6% |
| Communications & Ne | 3% |
| Insurance - Reinsur | 3% |
| Food Processing | 3% |
| Banks | 3% |
| Corporate Financial | 3% |
| Restaurants & Bars | 3% |
| Leisure & Recreatio | 3% |
| Entertainment Produ | 3% |
| Metals & Mining - I | 3% |
| Industrial Machiner | 3% |
| Heavy Machinery & V | 3% |
| Software | 3% |
| Online Services | 3% |
| Miscellaneous Educa | 3% |
| Country | |
| United States | 74% |
| China | 9% |
| Denmark | 3% |
| India | 3% |
| Ireland | 3% |
| Japan | 3% |
| Bermuda | 3% |
| Canada | 3% |
| GPA | Sym | (0gpaamp5) Industry | Sector | MktCap | Country | Name |
| 3.92 | PSN | IT Services & Consu | Technology | 5942 | US | Parsons |
| 3.88 | QLYS | IT Services & Consu | Technology | 5430 | US | Qualys |
| 3.88 | CD | IT Services & Consu | Technology | 3039 | China | Chindata Group Holdings Ltd |
| 3.92 | CLS | Electronic Equipmen | Technology | 2641 | Canada | Celestica |
| 3.92 | DAKT | Electronic Equipmen | Technology | 375 | US | Daktronics |
| 3.92 | ANET | Communications & Ne | Technology | 58768 | US | Arista Networks |
| 3.84 | ROP | Software | Technology | 52616 | US | Roper Technologies |
| 3.88 | ATVI | Online Services | Technology | 72181 | US | Activision Blizzard |
| 3.96 | VRT | Electrical Componen | Industrials | 13577 | US | Vertiv Holdings Co |
| 3.84 | ETN | Electrical Componen | Industrials | 88299 | Ireland | Eaton PLC |
| 3.88 | EME | Construction & Engi | Industrials | 10328 | US | Emcor Group |
| 3.84 | STRL | Construction & Engi | Industrials | 2460 | US | Sterling Infrastructure |
| 3.80 | IR | Industrial Machiner | Industrials | 27701 | US | Ingersoll Rand |
| 3.96 | ALSN | Heavy Machinery & V | Industrials | 5306 | US | Allison Transmission Holdings |
| 3.96 | CPNG | Retailers - Departm | Consumer Cyclicals | 33463 | US | Coupang |
| 3.96 | MNSO | Retailers - Departm | Consumer Cyclicals | 7200 | China | MINISO Group Holding Ltd - ADR |
| 3.92 | FWRG | Restaurants & Bars | Consumer Cyclicals | 1160 | US | First Watch Restaurant Group I |
| 3.96 | MMYT | Leisure & Recreatio | Consumer Cyclicals | 4039 | India | Makemytrip Ltd |
| 3.80 | WWE | Entertainment Produ | Consumer Cyclicals | 9575 | US | World Wrestling Entertainment, |
| 3.96 | APO | Investment Manageme | Financials | 47086 | US | Apollo Global Management |
| 3.96 | ARES | Investment Manageme | Financials | 30336 | US | Ares Management |
| 3.84 | MUFG | Banks | Financials | 98193 | Japan | Mitsubishi UFJ Financial Group |
| 3.80 | FTAI | Corporate Financial | Financials | 3626 | US | FTAI Aviation Ltd |
| 3.96 | SPNT | Insurance - Reinsur | Financials | 1709 | Bermuda | Siriuspoint Ltd |
| 3.96 | WFRD | Oil & Gas - Related | Energy | 6100 | US | Weatherford International plc |
| 3.96 | PFIE | Oil & Gas - Related | Energy | 102 | US | Profire Energy, |
| 3.88 | BKR | Oil & Gas - Related | Energy | 35802 | US | Baker Hughes Co |
| 3.96 | COCO | Non-Alcoholic Bever | Consumer Non-Cyclicals | 1583 | US | Vita Coco Company |
| 3.92 | CELH | Non-Alcoholic Bever | Consumer Non-Cyclicals | 13868 | US | Celsius Holdings, |
| 3.80 | SOVO | Food Processing | Consumer Non-Cyclicals | 2283 | US | Sovos Brands |
| 3.96 | NVO | Pharmaceuticals | Healthcare | 325919 | Denmark | Novo Nordisk A/S (ADR) |
| 3.80 | LLY | Pharmaceuticals | Healthcare | 525302 | US | Eli Lilly And Co |
| 3.96 | CRS | Metals & Mining - I | Basic Materials | 2859 | US | Carpenter Technologyorati |
| 3.84 | EDU | Miscellaneous Educa | Academic & Educational S | 9206 | China | New Oriental Edu & Tech |
0GPA38TB
| % Alloc | Sym | Name_currentList | Sym | Action | Sector | sharesHld | DlrHld | allocHld | Price |
| 10% | BKNG | Booking Holdings Inc | BKNG | | Consumer Cyclicals | 0 | $0.0 | 0.0% | $3042.51 |
| 10% | CAT | CATERPILLAR INC | CAT | | Industrials | 4 | $1,090.2 | 9.8% | $272.56 |
| 10% | GE | GENERAL ELECTRIC CO | GE | | Consumer Non-Cyclicals | 11 | $1,231.7 | 11.0% | $111.97 |
| 10% | JPM | J P MORGAN CHASE & CO | JPM | | Financials | 8 | $1,176.4 | 10.5% | $147.05 |
| 10% | NVO | Novo Nordisk A/S Adr | NVO | | Healthcare | 7 | $1,305.0 | 11.7% | $186.43 |
| 25% | QQQ | Powershrs Qqq Trust Sr 1 | QQQ | | n.a. | 9 | $3,276.2 | 29.4% | $364.02 |
| 25% | SPY | SPDR S&P 500 | SPY | | n.a. | 7 | $3,079.8 | 27.6% | $439.97 |
| 0% | V | VISA INC CL A | V | added | Technology | 0 | $0.0 | 0.0% | $242.57 |
| 0% | LLY | LILLY ELI & CO | LLY | added | Healthcare | 0 | $0.0 | 0.0% | $553.65 |
These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)
| Style | % Alloc | Shares | Symbol | Name | | Date |
|---|
| growth | 5.25 | 1 | SPY | SP500 | | 2023-08-25 |
| cyclical | 5.25 | 4 | VDE | Energy* | Late Cycle and Inflation | 2023-08-25 |
| cyclical | 5.25 | 5 | XLE | Energy Select Sector * | Late Cycle and Inflation | 2023-08-25 |
| cyclical | 5.25 | 10 | COWZ | Pacer US Cash Cows 100 ETF* | | 2023-08-25 |
| cyclical | 5.25 | 12 | XPH | Pharmaceuticals* | Late Cycle to Recession
| 2023-08-25 |
| cyclical | 5.25 | 13 | KBE | Bank* | | 2023-08-25 |
| cyclical | 5.25 | 21 | DBC | Commodity* | Late Cycle and Inflation | 2023-08-25 |
| cyclical | 5.25 | 12 | KIE | Insurance* | | 2023-08-25 |
| cyclical | 5.00 | 11 | INDA | India+ | | 2023-08-25 |
| cyclical | 5.25 | 6 | XHB | Homebuilders | | 2023-08-25 |
| cyclical | 5.25 | 8 | XLC | Communication Services | Mid Cycle | 2023-08-25 |
These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)
| Style | % Alloc | Shares | Symbol | Name | | Date |
|---|
| cyclical | 5.25 | 4 | VDE | Energy* | Late Cycle and Inflation | 2023-08-25 |
| cyclical | 5.25 | 5 | XLE | Energy Select Sector * | Late Cycle and Inflation | 2023-08-25 |
| cyclical | 5.25 | 12 | KIE | Insurance* | | 2023-08-25 |
| cyclical | 5.25 | 10 | COWZ | Pacer US Cash Cows 100 ETF* | | 2023-08-25 |
| cyclical | 5.25 | 21 | DBC | Commodity* | Late Cycle and Inflation | 2023-08-25 |
| cyclical | 5.25 | 6 | XHB | Homebuilders | | 2023-08-25 |
| cyclical | 5.25 | 12 | XPH | Pharmaceuticals* | Late Cycle to Recession
| 2023-08-25 |
| cyclical | 5.25 | 15 | XLF | Financial Select* | Mid and Early Cycle
| 2023-08-25 |
| cyclical | 5.25 | 6 | VFH | Financials* | Mid and Early Cycle
| 2023-08-25 |
| cyclical | 5.25 | 8 | XLC | Communication Services | Mid Cycle | 2023-08-25 |
These selected stocks are ideas in the current market environment.
| # | %Alloc | Share | Sym | Name | Industry | Date | GPA |
|---|
| 1 | 5.25 | 0 | LLY | Eli Lilly And Co | Pharmaceuticals | 2023-08-25 | 3.80 |
| 2 | 5.25 | 1 | ODFL | Old Dominion Freight Line | Freight & Logistics - Ground | 2023-08-25 | 3.48 |
| 3 | 5.25 | 0 | FICO | Fair Isaac Corp | Software | 2023-08-25 | 3.32 |
| 4 | 5.25 | 7 | BRO | Brown & Brown, Inc. | Insurance - Multiline & Broke | 2023-08-25 | 3.92 |
| 5 | 5.25 | 2 | AJG | Arthur J. Gallagher & Co. | Insurance - Multiline & Broke | 2023-08-25 | 3.72 |
| 6 | 5.25 | 2 | MMC | Marsh & McLennan Companie | Insurance - Multiline & Broke | 2023-08-25 | 3.72 |
| 7 | 5.25 | 1 | SNPS | Synopsys Inc | Software | 2023-08-25 | 3.80 |
| 8 | 5.25 | 3 | WMT | Walmart Inc | Food Retail & Distribution | 2023-08-25 | 2.96 |
| 9 | 5.25 | 1 | LIN | Linde PLC | Chemicals - Commodity | 2023-08-25 | 3.40 |
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