Research & signal data · as of 2026-08-10 View performance →
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, XLK, DIA, VTV, QUAL, SMH, IWM, MTUM, XLI, EFA, SCHD, USMV, QQQ, VUG, XLRE, XLP, EEM.
Lookback: 63d · Skip: 5d · Top 20 · Universe: 30 symbols
| # | Symbol | Momentum | Close | 1M | 3M | 6M | Target |
|---|---|---|---|---|---|---|---|
| 1 | VLUE | 15.0% | $197.40 | 1.0% | 8.5% | 31.0% | 5.3% |
| 2 | XLV | 11.8% | $167.13 | 3.9% | 16.5% | 6.4% | 5.3% |
| 3 | XLF | 10.5% | $57.79 | 3.7% | 12.8% | 7.1% | 5.3% |
| 4 | XLK | 10.0% | $187.98 | 1.2% | 7.1% | 33.4% | 5.3% |
| 5 | DIA | 7.4% | $539.24 | 2.6% | 8.7% | 8.1% | 5.3% |
| 6 | VTV | 7.3% | $224.67 | 2.5% | 8.5% | 9.5% | 5.3% |
| 7 | QUAL | 7.2% | $226.20 | 3.0% | 7.7% | 11.5% | 5.3% |
| 8 | SMH | 7.0% | $578.49 | -5.3% | 2.1% | 44.0% | 5.3% |
| 9 | IWM | 6.3% | $300.82 | 1.6% | 6.1% | 14.0% | 5.3% |
| 10 | MTUM | 6.0% | $309.24 | -3.9% | 2.6% | 22.2% | 5.3% |
| 11 | XLI | 5.9% | $185.24 | 1.8% | 7.0% | 7.3% | 5.3% |
| 12 | EFA | 5.5% | $108.23 | 3.7% | 5.8% | 7.1% | 5.3% |
| 13 | SCHD | 5.3% | $33.95 | 4.8% | 7.4% | 8.8% | 5.3% |
| 14 | SPY | 5.1% | $774.35 | 2.6% | 5.0% | 12.4% | — |
| 15 | USMV | 4.2% | $100.86 | 3.2% | 7.6% | 5.8% | 5.3% |
| 16 | QQQ | 3.8% | $723.63 | -0.3% | 1.7% | 18.8% | 5.3% |
| 17 | VUG | 3.8% | $89.56 | 2.5% | 3.1% | 14.8% | 5.3% |
| 18 | XLRE | 1.9% | $44.35 | -0.2% | -0.1% | 6.3% | 5.3% |
| 19 | XLP | 0.8% | $84.58 | 0.6% | 0.5% | -3.3% | 5.3% |
| 20 | EEM | 0.8% | $65.19 | -2.5% | -3.5% | 9.1% | 5.3% |
| 21 | XLE | -0.1% | $59.11 | 7.3% | 6.1% | 11.7% | — |
| 22 | XLY | -0.4% | $119.50 | 1.9% | -0.6% | 1.5% | — |
| 23 | HYG | -0.4% | $79.54 | -0.2% | -0.2% | 0.4% | — |
| 24 | XLB | -0.7% | $52.81 | 3.8% | 2.4% | 3.0% | — |
| 25 | TLT | -3.6% | $82.29 | -2.6% | -4.0% | -4.6% | — |
| 26 | ARKK | -4.4% | $80.42 | 0.2% | 1.6% | 14.2% | — |
| 27 | XLC | -4.6% | $111.30 | -0.3% | -4.8% | -3.5% | — |
| 28 | XLU | -4.7% | $43.24 | -4.8% | -3.3% | 0.5% | — |
| 29 | GLD | -12.2% | $398.61 | 5.7% | -8.1% | -12.5% | — |
| 30 | BITO | -19.5% | $8.74 | 0.9% | -20.1% | -9.3% | — |
Research snapshots captured at each rebalance
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, XLK, DIA, VTV, QUAL, SMH, IWM, MTUM, XLI, EFA, SCHD, USMV, QQQ, VUG, XLRE, XLP, EEM.
Holdings: VLUE 5%, XLV 5%, XLF 5%, XLK 5%, DIA 5%, VTV 5%, QUAL 5%, SMH 5%, IWM 5%, MTUM 5%, XLI 5%, EFA 5%, SCHD 5%, USMV 5%, QQQ 5%, VUG 5%, XLRE 5%, XLP 5%, EEM 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, XLK, DIA, VTV, QUAL, SMH, IWM, MTUM, XLI, EFA, SCHD, USMV, QQQ, VUG, XLRE, XLP, EEM.
Holdings: VLUE 5%, XLV 5%, XLF 5%, XLK 5%, DIA 5%, VTV 5%, QUAL 5%, SMH 5%, IWM 5%, MTUM 5%, XLI 5%, EFA 5%, SCHD 5%, USMV 5%, QQQ 5%, VUG 5%, XLRE 5%, XLP 5%, EEM 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, XLK, DIA, VTV, QUAL, SMH, IWM, MTUM, XLI, EFA, SCHD, USMV, QQQ, VUG, XLRE, XLP, EEM.
Holdings: VLUE 5%, XLV 5%, XLF 5%, XLK 5%, DIA 5%, VTV 5%, QUAL 5%, SMH 5%, IWM 5%, MTUM 5%, XLI 5%, EFA 5%, SCHD 5%, USMV 5%, QQQ 5%, VUG 5%, XLRE 5%, XLP 5%, EEM 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, XLK, DIA, VTV, QUAL, SMH, IWM, MTUM, XLI, EFA, SCHD, USMV, QQQ, VUG, XLRE, XLP, EEM.
Holdings: VLUE 5%, XLV 5%, XLF 5%, XLK 5%, DIA 5%, VTV 5%, QUAL 5%, SMH 5%, IWM 5%, MTUM 5%, XLI 5%, EFA 5%, SCHD 5%, USMV 5%, QQQ 5%, VUG 5%, XLRE 5%, XLP 5%, EEM 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, XLK, DIA, VTV, QUAL, SMH, IWM, MTUM, XLI, EFA, SCHD, USMV, QQQ, VUG, XLRE, XLP, EEM.
Holdings: VLUE 5%, XLV 5%, XLF 5%, XLK 5%, DIA 5%, VTV 5%, QUAL 5%, SMH 5%, IWM 5%, MTUM 5%, XLI 5%, EFA 5%, SCHD 5%, USMV 5%, QQQ 5%, VUG 5%, XLRE 5%, XLP 5%, EEM 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, XLK, DIA, VTV, QUAL, SMH, IWM, MTUM, XLI, EFA, SCHD, USMV, QQQ, VUG, XLRE, XLP, EEM.
Holdings: VLUE 5%, XLV 5%, XLF 5%, XLK 5%, DIA 5%, VTV 5%, QUAL 5%, SMH 5%, IWM 5%, MTUM 5%, XLI 5%, EFA 5%, SCHD 5%, USMV 5%, QQQ 5%, VUG 5%, XLRE 5%, XLP 5%, EEM 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, XLK, DIA, VTV, QUAL, SMH, IWM, MTUM, XLI, EFA, SCHD, USMV, QQQ, VUG, XLRE, XLP, EEM.
Holdings: VLUE 5%, XLV 5%, XLF 5%, XLK 5%, DIA 5%, VTV 5%, QUAL 5%, SMH 5%, IWM 5%, MTUM 5%, XLI 5%, EFA 5%, SCHD 5%, USMV 5%, QQQ 5%, VUG 5%, XLRE 5%, XLP 5%, EEM 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, XLK, DIA, VTV, QUAL, SMH, IWM, MTUM, XLI, EFA, SCHD, USMV, QQQ, VUG, XLRE, XLP, EEM.
Holdings: VLUE 5%, XLV 5%, XLF 5%, XLK 5%, DIA 5%, VTV 5%, QUAL 5%, SMH 5%, IWM 5%, MTUM 5%, XLI 5%, EFA 5%, SCHD 5%, USMV 5%, QQQ 5%, VUG 5%, XLRE 5%, XLP 5%, EEM 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, XLK, DIA, VTV, QUAL, SMH, IWM, MTUM, XLI, EFA, SCHD, USMV, QQQ, VUG, XLRE, XLP, EEM.
Holdings: VLUE 5%, XLV 5%, XLF 5%, XLK 5%, DIA 5%, VTV 5%, QUAL 5%, SMH 5%, IWM 5%, MTUM 5%, XLI 5%, EFA 5%, SCHD 5%, USMV 5%, QQQ 5%, VUG 5%, XLRE 5%, XLP 5%, EEM 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, XLK, DIA, VTV, QUAL, SMH, IWM, MTUM, XLI, EFA, SCHD, USMV, QQQ, VUG, XLRE, XLP, EEM.
Holdings: VLUE 5%, XLV 5%, XLF 5%, XLK 5%, DIA 5%, VTV 5%, QUAL 5%, SMH 5%, IWM 5%, MTUM 5%, XLI 5%, EFA 5%, SCHD 5%, USMV 5%, QQQ 5%, VUG 5%, XLRE 5%, XLP 5%, EEM 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, VTV, XLK, SMH, MTUM, SCHD, XLI, IWM, DIA, QUAL, XLRE, USMV, EFA, QQQ, XLE, XLP, EEM, VUG.
Holdings: VLUE 5%, XLV 5%, XLF 5%, VTV 5%, XLK 5%, SMH 5%, MTUM 5%, SCHD 5%, XLI 5%, IWM 5%, DIA 5%, QUAL 5%, XLRE 5%, USMV 5%, EFA 5%, QQQ 5%, XLE 5%, XLP 5%, EEM 5%, VUG 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, VTV, XLK, SMH, MTUM, SCHD, XLI, IWM, DIA, QUAL, XLRE, USMV, EFA, QQQ, XLE, XLP, EEM, VUG.
Holdings: VLUE 5%, XLV 5%, XLF 5%, VTV 5%, XLK 5%, SMH 5%, MTUM 5%, SCHD 5%, XLI 5%, IWM 5%, DIA 5%, QUAL 5%, XLRE 5%, USMV 5%, EFA 5%, QQQ 5%, XLE 5%, XLP 5%, EEM 5%, VUG 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, VTV, XLK, SMH, MTUM, SCHD, XLI, IWM, DIA, QUAL, XLRE, USMV, EFA, QQQ, XLE, XLP, EEM, VUG.
Holdings: VLUE 5%, XLV 5%, XLF 5%, VTV 5%, XLK 5%, SMH 5%, MTUM 5%, SCHD 5%, XLI 5%, IWM 5%, DIA 5%, QUAL 5%, XLRE 5%, USMV 5%, EFA 5%, QQQ 5%, XLE 5%, XLP 5%, EEM 5%, VUG 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, VTV, XLK, SMH, MTUM, SCHD, XLI, IWM, DIA, QUAL, XLRE, USMV, EFA, QQQ, XLE, XLP, EEM, VUG.
Holdings: VLUE 5%, XLV 5%, XLF 5%, VTV 5%, XLK 5%, SMH 5%, MTUM 5%, SCHD 5%, XLI 5%, IWM 5%, DIA 5%, QUAL 5%, XLRE 5%, USMV 5%, EFA 5%, QQQ 5%, XLE 5%, XLP 5%, EEM 5%, VUG 5%, SPY 0%
Core 0% in SPY. Tilt leaders: VLUE, XLV, XLF, VTV, XLK, SMH, MTUM, SCHD, XLI, IWM, DIA, QUAL, XLRE, USMV, EFA, QQQ, XLE, XLP, EEM, VUG.
Holdings: VLUE 5%, XLV 5%, XLF 5%, VTV 5%, XLK 5%, SMH 5%, MTUM 5%, SCHD 5%, XLI 5%, IWM 5%, DIA 5%, QUAL 5%, XLRE 5%, USMV 5%, EFA 5%, QQQ 5%, XLE 5%, XLP 5%, EEM 5%, VUG 5%, SPY 0%