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| Company | Category | Price | Δ% | Div% | Vol20 | EPS(TTM) | QoQ | EPS(SPR) | Style | Horizon | Pot. | Risk | Recommendation | Portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AllianceBernstein (AB) | Finance | 36.09 | -0.80% | 9.4% | 0.7% | 3.38 | -13.3% | -4.6% | Balanced | Medium | 44 | 70 | Sell |
|
| Amer Sports (AMER) (AMER) | Consumer | 26.18 | 0.00% | 0.0% | 0.0% | 0.00 | 0.0% | 0.0% | Growth | Medium | 30 | 70 | Sell |
|
| Ameriprise Financial (AMP) | Finance | 555.85 | +0.42% | 1.2% | 1.2% | 42.03 | 2.6% | 2.4% | Balanced | Medium | 69 | 40 | Buy |
|
| Ares Capital (ARCC) | Finance | 19.75 | +0.34% | 13.0% | 0.6% | 1.63 | 20.2% | 0.0% | Balanced | Medium | 70 | 39 | Buy |
|
| Ares Management (ARES) | Finance | 131.64 | +0.77% | 5.6% | 1.5% | 2.26 | -13.2% | 0.0% | Growth | Short | 49 | 70 | Sell |
|
| Bank of New York Mellon (BK) | Finance | 141.91 | 0.00% | 1.6% | 0.0% | 8.63 | -42.2% | 14.8% | Balanced | Medium | 60 | 40 | Buy |
|
| BlackRock (BLK) | Finance | 1079.65 | +1.62% | 2.2% | 1.2% | 40.34 | -3.4% | 7.5% | Growth | Medium | 48 | 67 | Hold |
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| Blackstone (BX) | Finance | 128.51 | +2.47% | 3.8% | 1.7% | 4.50 | 16.3% | 13.4% | Growth | Medium | 60 | 70 | Hold |
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| Blue Owl (OWL) | Finance | 10.56 | +1.25% | 7.4% | 2.2% | 0.12 | -0.1% | 1.6% | Growth | Medium | 45 | 70 | Sell |
|
| Brookfield (BAM) | Finance | 47.26 | +0.04% | 4.1% | 1.5% | 1.74 | 29.5% | 1.8% | Balanced | Long | 60 | 70 | Hold |
|
| Carlyle Group (CG) | Finance | 42.34 | -1.69% | 3.0% | 2.3% | 1.01 | 506.4% | -2.2% | Growth | Medium | 40 | 70 | Sell |
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| EDF (EDF) | Energy | 5.42 | +0.93% | 13.7% | 0.7% | 1.82 | -6.4% | 0.0% | Balanced | Medium | 59 | 70 | Hold |
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| Franklin Templeton (FT) | Finance | 7.53 | -0.26% | 7.2% | 0.3% | 2.68 | 25.6% | 0.0% | Balanced | Medium | 46 | 70 | Sell |
|
| Franklin Templeton (BEN) (BEN) | Finance | 33.65 | -0.03% | 6.5% | 1.3% | 1.34 | -1.4% | 27.3% | Balanced | Medium | 65 | 48 | Buy |
|
| Full Truck Alliance (FTA) | Internet | 101.20 | +0.72% | 1.6% | 0.5% | 0.00 | 0.0% | 0.0% | Growth | Medium | 45 | 70 | Sell |
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| GDXJ (GDXJ) | Materials | 125.41 | +1.06% | 2.1% | 3.2% | 0.00 | 0.0% | 0.0% | Growth | Medium | 65 | 40 | Buy |
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| Hamilton Lane (HLNE) | Finance | 95.98 | +0.20% | 2.7% | 2.0% | 6.63 | 42.2% | 26.8% | Growth | Medium | 70 | 37 | Buy |
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| Harbor (HGER) | Finance | 36.14 | -0.88% | 4.9% | 0.7% | 0.00 | 0.0% | 0.0% | Growth | Long | 69 | 40 | Buy |
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| Invesco (IVZ) | Finance | 32.31 | +1.19% | 2.7% | 1.4% | -0.68 | 4.6% | 6.6% | Growth | Medium | 72 | 53 | Buy |
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| iShares MSCI Canada ETF (EWC) | Finance | 60.58 | +0.48% | 1.2% | 0.8% | 0.00 | 0.0% | 0.0% | Balanced | Medium | 59 | 53 | Hold |
|
| iShares Semiconductor ETF (SOXX) | Semiconductors | 527.07 | +1.86% | 0.3% | 1.9% | 0.00 | 0.0% | 0.0% | Growth | Medium | 64 | 65 | Hold |
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| Janus Henderson (JHG) | Finance | 51.95 | 0.00% | 0.8% | 0.0% | 5.08 | -38.4% | -8.2% | Growth | Long | 40 | 70 | Sell |
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| Janus Henderson Small Cap Growth Alpha (JSML) | Finance | 86.76 | +0.45% | 0.3% | 0.9% | 0.00 | 0.0% | 0.0% | Growth | Long | 46 | 70 | Sell |
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| KKR (KKR) | Finance | 101.08 | +0.21% | 0.7% | 2.1% | 3.36 | 33.0% | 14.0% | Growth | Medium | 60 | 70 | Hold |
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| KRE ETF (KRE) | Finance | 73.90 | +0.12% | 2.2% | 0.9% | 0.00 | 0.0% | 0.0% | Balanced | Medium | 60 | 55 | Hold |
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| Northern Trust (NTRS) | Finance | 188.43 | +0.66% | 2.5% | 1.1% | 9.60 | 4.9% | 13.5% | Balanced | Medium | 69 | 40 | Buy |
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| SPDR S&P Biotech ETF (XBI) | Biotech | 156.20 | -0.40% | 0.4% | 2.0% | 0.00 | 0.0% | 0.0% | Growth | Medium | 60 | 70 | Hold |
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| State Street (EDIV) | Finance | 41.85 | +0.60% | 4.2% | 0.4% | 0.00 | 0.0% | 0.0% | Balanced | Medium | 45 | 60 | Hold |
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| State Street Corporation (STT) | Finance | 193.40 | +1.10% | 3.3% | 1.3% | 10.01 | 0.3% | 4.6% | Balanced | Medium | 68 | 38 | Buy |
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| T. Rowe Price (TFLR) | Finance | 50.81 | +0.12% | 6.6% | 0.1% | 0.00 | 0.0% | 0.0% | Growth | Medium | 60 | 40 | Buy |
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