| Quarter | Score |
|---|---|
| 2022-Q3 | 40.8 |
| 2023-Q3 | 50.1 |
| 2023-Q4 | 42.5 |
| 2024-Q2 | 46.7 |
| 2024-Q3 | 33.5 |
| 2024-Q4 | 33.6 |
| 2025-Q1 | 34.5 |
| 2025-Q2 | 29.5 |
| 2025-Q3 | 43.7 |
| 2025-Q4 | 37.7 |
| 2026-Q1 | 61.8 |
| 2026-Q2 | 37.9 |
Active institutional exit or low consensus; avoid or liquidate
No price reference available to measure drift vs fund cost basis
0 of 18 tracked funds hold SDIV. Net trimming.
Insufficient data for price analysis
No current holders
Too early to measure — check back next quarter
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|