| Quarter | Score |
|---|---|
| 2018-Q4 | 45.9 |
| 2020-Q2 | 55.2 |
| 2022-Q3 | 53.6 |
| 2022-Q4 | 65.3 |
| 2023-Q2 | 64.1 |
| 2023-Q3 | 52.0 |
| 2023-Q4 | 36.1 |
| 2024-Q1 | 47.3 |
| 2024-Q2 | 51.6 |
| 2024-Q3 | 95.2 |
| 2024-Q4 | 70.5 |
| 2025-Q1 | 71.5 |
| 2025-Q2 | 74.8 |
| 2025-Q3 | 72.7 |
| 2025-Q4 | 73.2 |
| 2026-Q1 | 85.9 |
| 2026-Q2 | 75.1 |
Funds reducing exposure or consensus momentum fading
Trading +35.6% above funds' purchase price — elevated pullback risk
1 of 18 tracked funds hold SPY. Avg conviction: 0.0%. Net holding. First tracked at $573.76 (current +35.6% vs tracked).
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 |
|---|---|---|
| Citadel Advisors | 0.0% | Add |