Velocity Tracker — DYNF — August 2026 Current month

iShares U.S. Equity Factor Rotation Active ETF · 10 trading days · 0 new entries · 1 exits

← Jul 2026 · ← All ETFs · Portfolio

Score 0–5: ✅ Price ROC (20d) > 0 · ✅ Weight growing since entry · ✅ Weight > 50th pctile · ✅ Price above entry · ✅ Within 20% of 52w high. 4–5 = act · 3 = watch · 0–2 = wait

Trading days

New entries

Exits

2026-08-14 no changes

Trades executed (6)

BUY AMG @ 374.37 2.6712 sh score 3→4 · Price ROC 20d turned positive

BUY CFG @ 74.73 13.3815 sh score 3→4 · Price ROC 20d turned positive

BUY COF @ 227.34 4.3987 sh score 3→4 · Price above entry

BUY FDX @ 334.64 2.9883 sh score 3→4 · Within 20% of 52w high

SELL ALAB @ 321.61 3.0981 sh signal · score 4→3

SELL CSCO @ 111.68 8.6214 sh signal · score 4→3

Top weight movers (20d)

AAPL APPLE INC -0.860%

MSFT MICROSOFT +0.760%

NVDA NVIDIA CORP +0.450%

META META PLATFORMS CLASS A -0.330%

TSLA TESLA INC -0.180%

🌱 Rising stars — 2026-08-14

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
TEAM	Information Tech	2026-07-07	0.03% → 0.06%	+100%	+83.5%	4/5
ACN	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+24.4%	4/5
WDAY	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+38.3%	4/5

Top 20 holdings — 2026-08-14

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.55%	+11.0%	99.6th	-0.1%	5/5
AAPL	Information Tech	7.11%	-8.3%	99.1th	-8.3%	3/5
MSFT	Information Tech	5.18%	+25.8%	98.7th	-5.4%	3/5
AMZN	Consumer Discret	4.10%	+6.2%	98.2th	-4.3%	4/5
JPM	Financials	3.82%	+6.4%	97.8th	0.0%	4/5
XOM	Energy	2.92%	+8.6%	97.3th	-6.4%	5/5
AVGO	Information Tech	2.78%	+6.0%	96.9th	-12.0%	5/5
GOOGL	Communication	2.45%	-0.3%	96.5th	-13.7%	3/5
BAC	Financials	2.21%	+5.3%	96.0th	0.0%	5/5
META	Communication	2.18%	-8.7%	95.6th	-24.2%	1/5
GOOG	Communication	2.03%	-0.7%	95.1th	-13.5%	3/5
JNJ	Health Care	1.99%	+2.9%	94.7th	-1.2%	5/5
LRCX	Information Tech	1.90%	+6.1%	94.2th	-14.6%	5/5
CSCO	Information Tech	1.86%	-0.2%	93.8th	-8.2%	3/5
MU	Information Tech	1.79%	+14.5%	93.4th	-14.3%	5/5
CAT	Industrials	1.74%	-2.7%	92.9th	-14.1%	4/5
PH	Industrials	1.58%	+10.8%	92.5th	-1.7%	4/5
CVX	Energy	1.55%	+6.7%	92.0th	0.0%	4/5
TRV	Financials	1.51%	+0.4%	91.6th	-4.4%	5/5
AMD	Information Tech	1.50%	+3.8%	91.2th	-7.8%	5/5

2026-08-13 no changes

Trades executed (13)

SELL TPR @ 128.39 6.7829 sh stop_loss

BUY ALAB @ 322.78 3.0981 sh score 3→4 · Price ROC 20d turned positive

BUY GLW @ 158.54 6.3076 sh score 3→4 · Price ROC 20d turned positive

BUY INTC @ 104.56 9.5639 sh score 3→4 · Price ROC 20d turned positive

BUY MS @ 218.38 4.5792 sh score 3→4 · Price ROC 20d turned positive

BUY OMC @ 88.36 11.3173 sh score 3→4 · Weight growing since entry

BUY TT @ 477.69 2.0934 sh score 3→4 · Price ROC 20d turned positive

BUY WDAY @ 206.45 4.8438 sh score 3→4 · Weight growing since entry

BUY WDC @ 487.29 2.0522 sh score 3→4 · Price ROC 20d turned positive

SELL CFG @ 74.11 13.5722 sh signal · score 4→3

SELL PM @ 188.91 5.2930 sh signal · score 4→3

SELL ROST @ 244.96 4.1860 sh signal · score 5→3

SELL TIGO @ 94.23 10.3659 sh signal · score 4→3

Top weight movers (20d)

AAPL APPLE INC -1.050%

MSFT MICROSOFT +0.870%

NVDA NVIDIA CORP +0.470%

META META PLATFORMS CLASS A -0.300%

TSLA TESLA INC -0.250%

🌱 Rising stars — 2026-08-13

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
TEAM	Information Tech	2026-07-07	0.03% → 0.06%	+100%	+87.8%	4/5
ACN	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+25.6%	4/5
WDAY	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+43.7%	4/5

Top 20 holdings — 2026-08-13

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.54%	+8.6%	99.6th	-0.6%	5/5
AAPL	Information Tech	7.08%	-8.4%	99.1th	-6.1%	3/5
MSFT	Information Tech	5.19%	+23.9%	98.7th	-4.5%	3/5
AMZN	Consumer Discret	4.13%	+6.1%	98.2th	0.0%	4/5
JPM	Financials	3.82%	+5.8%	97.8th	0.0%	4/5
AVGO	Information Tech	2.95%	+11.6%	97.3th	-4.3%	5/5
XOM	Energy	2.89%	+8.7%	96.9th	-10.5%	5/5
GOOGL	Communication	2.45%	-2.3%	96.5th	-11.6%	3/5
META	Communication	2.20%	-10.5%	96.0th	-23.9%	1/5
BAC	Financials	2.19%	+4.2%	95.6th	0.0%	5/5
GOOG	Communication	2.03%	-2.8%	95.1th	-11.0%	3/5
JNJ	Health Care	2.00%	+4.8%	94.7th	-1.6%	5/5
LRCX	Information Tech	1.92%	+5.0%	94.2th	-20.0%	5/5
CSCO	Information Tech	1.89%	+3.5%	93.8th	-0.2%	4/5
MU	Information Tech	1.75%	+11.3%	93.4th	-22.6%	4/5
CAT	Industrials	1.73%	-2.6%	92.9th	-15.6%	4/5
PH	Industrials	1.59%	+10.5%	92.5th	0.0%	4/5
AMAT	Information Tech	1.55%	-4.7%	92.0th	-14.0%	4/5
CVX	Energy	1.53%	+7.5%	91.6th	-5.2%	4/5
TRV	Financials	1.50%	+9.5%	91.2th	-0.8%	5/5

2026-08-12 no changes

Trades executed (10)

BUY DELL @ 484.50 2.0640 sh score 3→4 · Price ROC 20d turned positive

BUY MU @ 911.29 1.0973 sh score 3→4 · Price ROC 20d turned positive

BUY RNR @ 317.45 3.1501 sh score 3→4 · Price ROC 20d turned positive

BUY STX @ 878.21 1.1387 sh score 3→4 · Price ROC 20d turned positive

BUY TIGO @ 96.47 10.3659 sh score 3→4 · Price ROC 20d turned positive

BUY WMT @ 116.01 8.6199 sh score 3→4 · Price ROC 20d turned positive

SELL MSFT @ 492.43 1.9761 sh signal · score 4→3

SELL TT @ 478.55 2.0663 sh signal · score 4→3

SELL UNP @ 293.73 3.4145 sh signal · score 4→3

SELL WDAY @ 175.29 5.5667 sh signal · score 4→3

Top weight movers (20d)

AAPL APPLE INC -1.020%

MSFT MICROSOFT +0.800%

META META PLATFORMS CLASS A -0.410%

NVDA NVIDIA CORP +0.330%

TSLA TESLA INC -0.320%

🌱 Rising stars — 2026-08-12

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.06%	+500%	+0.4%	3/5
HST	Real Estate	2026-05-19	0.05% → 0.17%	+240%	+4.6%	4/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.08%	+167%	+11.1%	4/5
EXPE	Consumer Discret	2026-05-19	0.01% → 0.02%	+100%	+51.4%	4/5
TEAM	Information Tech	2026-07-07	0.03% → 0.06%	+100%	+75.6%	4/5
ACN	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+26.7%	4/5

Top 20 holdings — 2026-08-12

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.53%	+5.5%	99.6th	-0.6%	5/5
AAPL	Information Tech	7.04%	-7.7%	99.1th	-6.1%	3/5
MSFT	Information Tech	5.17%	+24.5%	98.7th	-4.5%	3/5
AMZN	Consumer Discret	4.18%	+4.8%	98.2th	0.0%	4/5
JPM	Financials	3.85%	+5.3%	97.8th	0.0%	4/5
AVGO	Information Tech	2.95%	+5.5%	97.3th	-4.3%	5/5
XOM	Energy	2.93%	+10.5%	96.9th	-10.5%	5/5
GOOGL	Communication	2.44%	-7.4%	96.5th	-11.6%	3/5
BAC	Financials	2.22%	+5.2%	96.0th	0.0%	5/5
META	Communication	2.15%	-15.0%	95.6th	-23.9%	1/5
CSCO	Information Tech	2.07%	+10.8%	95.1th	-0.2%	4/5
GOOG	Communication	2.02%	-7.5%	94.7th	-11.0%	3/5
JNJ	Health Care	2.00%	+5.6%	94.2th	-1.6%	5/5
LRCX	Information Tech	1.87%	-2.8%	93.8th	-20.0%	4/5
CAT	Industrials	1.74%	-6.4%	93.4th	-15.6%	4/5
MU	Information Tech	1.68%	+0.8%	92.9th	-22.6%	4/5
PH	Industrials	1.61%	+12.2%	92.5th	0.0%	4/5
AMAT	Information Tech	1.60%	-5.4%	92.0th	-14.0%	4/5
CVX	Energy	1.53%	+8.3%	91.6th	-5.2%	4/5
TRV	Financials	1.51%	+12.4%	91.2th	-0.8%	5/5

2026-08-11 no changes

Trades executed (8)

BUY C @ 135.77 7.3654 sh score 3→4 · Price ROC 20d turned positive

BUY TT @ 483.96 2.0663 sh score 3→4 · Price ROC 20d turned positive

BUY UNP @ 292.87 3.4145 sh score 3→4 · Weight rank entered top half

SELL AMG @ 359.07 2.8755 sh signal · score 4→3

SELL DELL @ 440.97 2.2038 sh signal · score 4→3

SELL GOOG @ 343.00 2.8039 sh signal · score 5→3

SELL GOOGL @ 343.80 2.7970 sh signal · score 4→3

SELL TIGO @ 95.03 9.5868 sh signal · score 4→3

Top weight movers (20d)

MSFT MICROSOFT +1.040%

AAPL APPLE INC -0.710%

META META PLATFORMS CLASS A -0.370%

TSLA TESLA INC -0.290%

GOOGL ALPHABET CLASS A -0.260%

🌱 Rising stars — 2026-08-11

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.06%	+500%	+1.3%	3/5
HST	Real Estate	2026-05-19	0.05% → 0.16%	+220%	+2.3%	4/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.08%	+167%	+9.3%	5/5
EXPE	Consumer Discret	2026-05-19	0.01% → 0.02%	+100%	+49.3%	4/5
TEAM	Information Tech	2026-07-07	0.03% → 0.06%	+100%	+74.3%	4/5
ACN	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+26.5%	4/5
WDAY	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+26.2%	4/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-9.1%	3/5

Top 20 holdings — 2026-08-11

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.32%	+2.7%	99.6th	-0.6%	4/5
AAPL	Information Tech	7.14%	-3.2%	99.1th	-6.1%	3/5
MSFT	Information Tech	5.31%	+30.9%	98.7th	-4.5%	4/5
AMZN	Consumer Discret	4.28%	+10.0%	98.2th	0.0%	4/5
JPM	Financials	3.84%	+5.6%	97.8th	0.0%	4/5
AVGO	Information Tech	2.96%	+6.9%	97.3th	-4.3%	5/5
XOM	Energy	2.94%	+10.1%	96.9th	-10.5%	5/5
GOOGL	Communication	2.45%	-4.4%	96.5th	-11.6%	3/5
META	Communication	2.23%	-9.4%	96.0th	-23.9%	1/5
BAC	Financials	2.21%	+5.6%	95.6th	0.0%	5/5
GOOG	Communication	2.04%	-4.0%	95.1th	-11.0%	3/5
CSCO	Information Tech	2.02%	+2.9%	94.7th	-0.2%	4/5
JNJ	Health Care	2.00%	+2.3%	94.2th	-1.6%	5/5
LRCX	Information Tech	1.79%	-10.0%	93.8th	-20.0%	4/5
CAT	Industrials	1.73%	-9.6%	93.4th	-15.6%	4/5
MU	Information Tech	1.61%	-11.7%	92.9th	-22.6%	3/5
PH	Industrials	1.60%	+10.0%	92.5th	0.0%	4/5
TRV	Financials	1.54%	+11.5%	91.2th	-0.8%	5/5
AMAT	Information Tech	1.54%	-11.8%	91.2th	-14.0%	4/5
CVX	Energy	1.54%	+8.2%	91.2th	-5.2%	4/5

2026-08-10 no changes

Trades executed (5)

BUY GOOGL @ 357.52 2.7970 sh score 3→4 · Price ROC 20d turned positive

BUY MSFT @ 506.06 1.9761 sh score 3→4 · Price above entry

SELL RNR @ 318.42 3.0904 sh signal · score 4→3

SELL TT @ 476.99 2.0679 sh signal · score 4→3

SELL UNP @ 292.24 3.4115 sh signal · score 4→3

Top weight movers (20d)

MSFT MICROSOFT +1.160%

AMZN AMAZON.COM INC +0.370%

AAPL APPLE INC -0.360%

TSLA TESLA INC -0.320%

META META PLATFORMS CLASS A -0.310%

🌱 Rising stars — 2026-08-10

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.06%	+500%	+1.4%	3/5
HST	Real Estate	2026-05-19	0.05% → 0.16%	+220%	+4.0%	4/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.08%	+167%	+9.8%	4/5
EXPE	Consumer Discret	2026-05-19	0.01% → 0.02%	+100%	+46.1%	4/5
TEAM	Information Tech	2026-07-07	0.03% → 0.05%	+67%	+71.8%	4/5
ACN	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+25.4%	4/5
WDAY	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+28.2%	4/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-6.6%	2/5

Top 20 holdings — 2026-08-10

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.29%	+6.9%	99.6th	-0.6%	4/5
AAPL	Information Tech	7.19%	-2.9%	99.1th	-6.1%	4/5
MSFT	Information Tech	5.32%	+29.4%	98.7th	-4.5%	4/5
AMZN	Consumer Discret	4.35%	+12.4%	98.2th	0.0%	4/5
JPM	Financials	3.80%	+7.6%	97.8th	0.0%	4/5
AVGO	Information Tech	3.00%	+10.0%	97.3th	-4.3%	5/5
XOM	Energy	2.93%	+10.6%	96.9th	-10.5%	5/5
GOOGL	Communication	2.54%	+1.4%	96.5th	-11.6%	4/5
META	Communication	2.21%	-9.4%	96.0th	-23.9%	1/5
BAC	Financials	2.19%	+7.3%	95.6th	0.0%	5/5
GOOG	Communication	2.11%	+1.5%	95.1th	-11.0%	5/5
CSCO	Information Tech	2.05%	+2.8%	94.7th	-0.2%	4/5
JNJ	Health Care	2.01%	+1.6%	94.2th	-1.6%	5/5
LRCX	Information Tech	1.76%	-7.1%	93.8th	-20.0%	4/5
CAT	Industrials	1.71%	-10.1%	93.4th	-15.6%	4/5
PH	Industrials	1.60%	+11.5%	92.9th	0.0%	4/5
MU	Information Tech	1.59%	-8.1%	92.5th	-22.6%	3/5
TRV	Financials	1.53%	+10.0%	92.0th	-0.8%	5/5
AMAT	Information Tech	1.52%	-9.3%	91.2th	-14.0%	4/5
CVX	Energy	1.52%	+7.0%	91.2th	-5.2%	4/5

2026-08-07 no changes

Trades executed (10)

BUY COHR @ 379.13 2.6376 sh score 3→4 · Within 20% of 52w high

BUY DELL @ 453.77 2.2038 sh score 3→4 · Price ROC 20d turned positive

BUY GILD @ 133.21 7.5069 sh score 3→4 · Price ROC 20d turned positive

BUY HALO @ 103.12 9.6974 sh score 3→4 · Weight growing since entry

BUY LRCX @ 311.35 3.2118 sh score 3→4 · Within 20% of 52w high

BUY PANW @ 363.86 2.7483 sh score 3→4 · Weight rank entered top half

BUY PLTR @ 172.01 5.8136 sh score 2→4 · Price above entry + Within 20% of 52w high

BUY UNP @ 293.13 3.4115 sh score 3→4 · Weight rank entered top half

BUY WDAY @ 179.64 5.5667 sh score 3→4 · Weight growing since entry

SELL AIG @ 78.78 12.4813 sh signal · score 4→3

Top weight movers (20d)

MSFT MICROSOFT +1.000%

NVDA NVIDIA CORP +0.500%

AAPL APPLE INC -0.360%

TSLA TESLA INC -0.330%

META META PLATFORMS CLASS A -0.320%

🌱 Rising stars — 2026-08-07

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.06%	+500%	-3.5%	2/5
HST	Real Estate	2026-05-19	0.05% → 0.17%	+240%	+6.9%	5/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.09%	+200%	+14.0%	5/5
EXPE	Consumer Discret	2026-05-19	0.01% → 0.02%	+100%	+44.5%	4/5
TEAM	Information Tech	2026-07-07	0.03% → 0.05%	+67%	+68.7%	4/5
ACN	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+23.6%	4/5
WDAY	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+25.1%	4/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-4.9%	3/5

Top 20 holdings — 2026-08-07

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.53%	+6.2%	99.6th	-0.6%	5/5
AAPL	Information Tech	7.30%	-0.6%	99.1th	-6.1%	4/5
MSFT	Information Tech	5.25%	+29.8%	98.7th	-4.5%	3/5
AMZN	Consumer Discret	4.30%	+11.9%	98.2th	0.0%	4/5
JPM	Financials	3.77%	+6.3%	97.8th	0.0%	4/5
AVGO	Information Tech	3.03%	+6.9%	97.3th	-4.3%	5/5
XOM	Energy	2.81%	+10.2%	96.9th	-10.5%	5/5
GOOGL	Communication	2.52%	-0.8%	96.5th	-11.6%	3/5
META	Communication	2.20%	-11.5%	96.0th	-23.9%	1/5
BAC	Financials	2.17%	+5.9%	95.6th	0.0%	5/5
GOOG	Communication	2.09%	-0.4%	95.1th	-11.0%	4/5
CSCO	Information Tech	2.03%	+0.1%	94.7th	-0.2%	4/5
JNJ	Health Care	1.99%	+0.9%	94.2th	-1.6%	5/5
LRCX	Information Tech	1.79%	-11.1%	93.8th	-20.0%	4/5
CAT	Industrials	1.72%	-11.6%	93.4th	-15.6%	4/5
MU	Information Tech	1.62%	-10.4%	92.5th	-22.6%	3/5
PH	Industrials	1.62%	+11.7%	92.5th	0.0%	4/5
AMAT	Information Tech	1.57%	-10.5%	91.6th	-14.0%	4/5
TRV	Financials	1.57%	+13.4%	91.6th	-0.8%	5/5
CVX	Energy	1.45%	+5.8%	91.2th	-5.2%	4/5

2026-08-06 no changes

Trades executed (7)

BUY TIGO @ 104.31 9.5868 sh score 3→4 · Price ROC 20d turned positive

SELL C @ 133.82 7.2653 sh signal · score 4→3

SELL DELL @ 437.65 2.4669 sh signal · score 4→3

SELL EXEL @ 52.20 17.6367 sh signal · score 4→2

SELL GOOGL @ 357.75 2.6773 sh signal · score 4→3

SELL MS @ 213.75 4.5815 sh signal · score 4→3

SELL UNH @ 403.97 2.4228 sh signal · score 4→3

Top weight movers (20d)

MSFT MICROSOFT +1.130%

TSLA TESLA INC -0.390%

AMZN AMAZON.COM INC +0.350%

META META PLATFORMS CLASS A -0.350%

LRCX LAM RESEARCH -0.290%

🌱 Rising stars — 2026-08-06

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.06%	+500%	-2.4%	2/5
HST	Real Estate	2026-05-19	0.05% → 0.17%	+240%	+7.3%	5/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.08%	+167%	+7.8%	4/5
EXPE	Consumer Discret	2026-05-19	0.01% → 0.02%	+100%	+42.6%	4/5
ACN	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+20.4%	4/5
TEAM	Information Tech	2026-07-07	0.03% → 0.04%	+33%	+24.6%	4/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-6.0%	2/5

Top 20 holdings — 2026-08-06

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.40%	+8.0%	99.6th	-10.9%	5/5
AAPL	Information Tech	7.33%	-1.2%	99.1th	-7.4%	4/5
MSFT	Information Tech	5.28%	+30.0%	98.7th	-11.2%	3/5
AMZN	Consumer Discret	4.29%	+10.2%	98.2th	-0.4%	4/5
JPM	Financials	3.79%	+6.2%	97.8th	-0.4%	4/5
AVGO	Information Tech	3.00%	+4.9%	97.3th	-12.9%	5/5
XOM	Energy	2.86%	+12.6%	96.9th	-9.1%	5/5
GOOGL	Communication	2.56%	-0.3%	96.5th	-11.1%	3/5
META	Communication	2.20%	-6.6%	96.0th	-28.5%	1/5
BAC	Financials	2.18%	+6.3%	95.6th	-0.2%	5/5
GOOG	Communication	2.12%	+0.1%	95.1th	-10.2%	5/5
CSCO	Information Tech	2.03%	+2.2%	94.7th	-4.6%	4/5
JNJ	Health Care	1.98%	-0.8%	94.2th	-2.7%	4/5
LRCX	Information Tech	1.77%	-13.4%	93.8th	-24.7%	3/5
CAT	Industrials	1.76%	-8.7%	93.4th	-18.3%	4/5
MU	Information Tech	1.64%	-11.1%	92.9th	-27.4%	3/5
PH	Industrials	1.62%	+12.7%	92.5th	-4.5%	4/5
TRV	Financials	1.59%	+14.4%	92.0th	-3.3%	5/5
AMAT	Information Tech	1.55%	-10.4%	91.6th	-19.0%	4/5
CVX	Energy	1.48%	+8.7%	91.2th	0.0%	4/5

2026-08-05 1 exit

Trades executed (13)

BUY AIG @ 80.12 12.4813 sh score 3→4 · Price ROC 20d turned positive

BUY C @ 137.64 7.2653 sh score 3→4 · Price ROC 20d turned positive

BUY CAH @ 239.23 4.1801 sh score 3→4 · Price ROC 20d turned positive

BUY EXEL @ 56.70 17.6367 sh score 3→4 · Price ROC 20d turned positive

BUY MS @ 218.27 4.5815 sh score 3→4 · Price ROC 20d turned positive

BUY PM @ 188.93 5.2930 sh score 3→4 · Price ROC 20d turned positive

BUY RNR @ 323.58 3.0904 sh score 3→4 · Price ROC 20d turned positive

BUY TT @ 483.58 2.0679 sh score 3→4 · Price ROC 20d turned positive

BUY UNH @ 412.75 2.4228 sh score 3→4 · Weight growing since entry

SELL ADM @ 77.58 12.5203 sh signal · score 4→2

SELL STX @ 837.66 1.1829 sh signal · score 4→3

SELL WDC @ 519.17 1.8230 sh signal · score 4→3

SELL WMT @ 112.34 9.0326 sh signal · score 4→3

Exits

EA ELECTRONIC ARTS INC Communication

Top weight movers (20d)

MSFT MICROSOFT +0.980%

NVDA NVIDIA CORP +0.430%

TSLA TESLA INC -0.400%

AAPL APPLE INC -0.320%

LRCX LAM RESEARCH -0.310%

🌱 Rising stars — 2026-08-05

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.06%	+500%	-2.3%	2/5
HST	Real Estate	2026-05-19	0.05% → 0.18%	+260%	+15.3%	5/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.08%	+167%	+4.6%	4/5
EXPE	Consumer Discret	2026-05-19	0.01% → 0.02%	+100%	+48.7%	4/5
ACN	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+20.1%	4/5
TEAM	Information Tech	2026-07-07	0.03% → 0.04%	+33%	+28.2%	4/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-8.4%	2/5

Top 20 holdings — 2026-08-05

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.41%	+7.4%	99.6th	-10.9%	5/5
AAPL	Information Tech	7.30%	-0.8%	99.1th	-7.4%	4/5
MSFT	Information Tech	5.15%	+27.2%	98.7th	-11.2%	3/5
AMZN	Consumer Discret	4.30%	+11.9%	98.2th	-0.4%	4/5
JPM	Financials	3.82%	+8.7%	97.8th	-0.4%	4/5
AVGO	Information Tech	2.98%	+7.6%	97.3th	-12.9%	5/5
XOM	Energy	2.80%	+7.4%	96.9th	-9.1%	5/5
GOOGL	Communication	2.59%	+0.1%	96.5th	-11.1%	4/5
META	Communication	2.20%	-2.4%	96.0th	-28.5%	1/5
BAC	Financials	2.19%	+8.5%	95.6th	-0.2%	5/5
GOOG	Communication	2.14%	+0.4%	95.1th	-10.2%	5/5
CSCO	Information Tech	2.04%	+6.7%	94.7th	-4.6%	4/5
JNJ	Health Care	1.99%	-2.2%	94.2th	-2.7%	4/5
CAT	Industrials	1.79%	-8.1%	93.8th	-18.3%	4/5
LRCX	Information Tech	1.78%	-7.7%	93.4th	-24.7%	3/5
MU	Information Tech	1.66%	-5.9%	92.9th	-27.4%	3/5
TRV	Financials	1.57%	+13.2%	92.0th	-3.3%	5/5
AMAT	Information Tech	1.57%	-6.4%	92.0th	-19.0%	4/5
PH	Industrials	1.51%	+6.2%	91.6th	-4.5%	4/5
CVX	Energy	1.46%	+5.9%	91.2th	0.0%	4/5

2026-08-04 no changes

Trades executed (13)

BUY ACN @ 170.43 5.8675 sh score 3→4 · Price ROC 20d turned positive

BUY ADM @ 79.87 12.5203 sh score 3→4 · Price above entry

BUY BNY @ 156.82 6.3767 sh score 3→4 · Price ROC 20d turned positive

BUY CFG @ 73.68 13.5722 sh score 3→4 · Price ROC 20d turned positive

BUY DE @ 617.37 1.6198 sh score 3→4 · Price ROC 20d turned positive

BUY NEM @ 97.73 10.2323 sh score 3→4 · Price ROC 20d turned positive

BUY RVMD @ 193.46 5.1690 sh score 3→4 · Price ROC 20d turned positive

BUY STT @ 185.23 5.3987 sh score 3→4 · Price ROC 20d turned positive

BUY STX @ 845.35 1.1829 sh score 3→4 · Price ROC 20d turned positive

BUY TEAM @ 110.31 9.0654 sh score 3→4 · Price ROC 20d turned positive

BUY WDC @ 548.56 1.8230 sh score 3→4 · Price ROC 20d turned positive

SELL GILD @ 135.25 7.6249 sh signal · score 4→3

SELL PLD @ 139.05 6.8908 sh signal · score 4→3

Top weight movers (20d)

MSFT MICROSOFT +1.010%

AMZN AMAZON.COM INC +0.390%

AAPL APPLE INC -0.360%

TSLA TESLA INC -0.330%

CAT CATERPILLAR INC -0.210%

🌱 Rising stars — 2026-08-04

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.06%	+500%	+0.6%	4/5
HST	Real Estate	2026-05-19	0.05% → 0.18%	+260%	+14.6%	5/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.08%	+167%	+3.7%	4/5
EXPE	Consumer Discret	2026-05-19	0.01% → 0.02%	+100%	+45.1%	4/5
ACN	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+19.9%	4/5
TEAM	Information Tech	2026-07-07	0.03% → 0.04%	+33%	+24.8%	4/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-8.5%	2/5

Top 20 holdings — 2026-08-04

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.12%	+7.6%	99.6th	-10.9%	4/5
AAPL	Information Tech	7.25%	-0.4%	99.1th	-7.4%	4/5
MSFT	Information Tech	5.20%	+26.7%	98.7th	-11.2%	3/5
AMZN	Consumer Discret	4.36%	+12.8%	98.2th	-0.4%	4/5
JPM	Financials	3.79%	+5.4%	97.8th	-0.4%	4/5
AVGO	Information Tech	2.98%	+12.8%	97.4th	-12.9%	5/5
XOM	Energy	2.84%	+8.7%	96.9th	-9.1%	5/5
GOOGL	Communication	2.70%	+2.9%	96.5th	-11.1%	4/5
GOOG	Communication	2.23%	+3.2%	96.0th	-10.2%	5/5
META	Communication	2.19%	-4.5%	95.6th	-28.5%	1/5
BAC	Financials	2.17%	+5.1%	95.2th	-0.2%	5/5
CSCO	Information Tech	2.04%	+8.9%	94.7th	-4.6%	4/5
JNJ	Health Care	1.96%	-4.6%	94.3th	-2.7%	4/5
LRCX	Information Tech	1.83%	-2.6%	93.8th	-24.7%	3/5
CAT	Industrials	1.80%	-6.8%	93.4th	-18.3%	4/5
MU	Information Tech	1.66%	-4.9%	93.0th	-27.4%	3/5
AMAT	Information Tech	1.60%	-1.4%	92.5th	-19.0%	4/5
TRV	Financials	1.55%	+9.7%	92.1th	-3.3%	5/5
AMD	Information Tech	1.53%	+0.5%	91.6th	-14.7%	5/5
PH	Industrials	1.50%	+3.7%	91.2th	-4.5%	4/5

2026-08-03 no changes

Trades executed (7)

BUY GILD @ 131.15 7.6249 sh score 3→4 · Price ROC 20d turned positive

BUY GOOGL @ 373.51 2.6773 sh score 3→4 · Price ROC 20d turned positive

BUY LITE @ 779.89 1.2822 sh score 2→4 · Price ROC 20d turned positive + Weight growing since entry

BUY WMT @ 110.71 9.0326 sh score 3→4 · Price ROC 20d turned positive

SELL CBOE @ 297.83 3.2234 sh signal · score 4→3

SELL STX @ 831.06 1.1680 sh signal · score 4→3

SELL WDC @ 527.22 1.8354 sh signal · score 4→3

Top weight movers (20d)

MSFT MICROSOFT CORP +0.790%

AMZN AMAZON.COM INC +0.550%

TSLA TESLA INC -0.360%

AAPL APPLE INC -0.300%

CAT CATERPILLAR INC -0.260%

🌱 Rising stars — 2026-08-03

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.06%	+500%	-1.7%	3/5
HST	Real Estate	2026-05-19	0.05% → 0.19%	+280%	+15.1%	5/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.08%	+167%	+1.1%	4/5
EXPE	Consumer Discret	2026-05-19	0.01% → 0.02%	+100%	+38.6%	4/5
ACN	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+16.6%	3/5
TEAM	Information Tech	2026-07-07	0.03% → 0.04%	+33%	+17.3%	3/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-8.9%	2/5

Top 20 holdings — 2026-08-03

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.06%	+5.7%	99.6th	-10.9%	4/5
AAPL	Information Tech	7.24%	-3.0%	99.1th	-7.4%	4/5
MSFT	Information Tech	5.24%	+26.1%	98.7th	-11.2%	3/5
AMZN	Consumer Discret	4.55%	+16.3%	98.2th	-0.4%	5/5
JPM	Financials	3.81%	+4.4%	97.8th	-0.4%	4/5
XOM	Energy	2.91%	+13.6%	97.4th	-9.1%	5/5
AVGO	Information Tech	2.85%	+4.9%	96.9th	-12.9%	5/5
GOOGL	Communication	2.72%	+1.9%	96.5th	-11.1%	4/5
GOOG	Communication	2.26%	+2.1%	96.0th	-10.2%	5/5
META	Communication	2.24%	-1.7%	95.6th	-28.5%	1/5
BAC	Financials	2.20%	+4.3%	95.2th	-0.2%	5/5
JNJ	Health Care	2.00%	-1.9%	94.7th	-2.7%	4/5
CSCO	Information Tech	1.98%	+1.6%	94.3th	-4.6%	4/5
CAT	Industrials	1.73%	-14.4%	93.4th	-18.3%	4/5
LRCX	Information Tech	1.73%	-15.9%	93.4th	-24.7%	3/5
MU	Information Tech	1.57%	-15.8%	93.0th	-27.4%	3/5
TRV	Financials	1.56%	+10.2%	92.5th	-3.3%	5/5
AMAT	Information Tech	1.55%	-12.6%	92.1th	-19.0%	4/5
CVX	Energy	1.54%	+14.9%	91.2th	0.0%	4/5
PH	Industrials	1.54%	+2.7%	91.2th	-4.5%	4/5

Rising stars — building position

Entered within the last 60 trading days, weight up 30%+ since entry — includes names outside the top-20 that a single day's snapshot would otherwise miss entirely.

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
TEAM	Information Tech	2026-07-07	0.03% → 0.06%	+100%	+83.5%	4/5
ACN	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+24.4%	4/5
WDAY	Information Tech	2026-07-07	0.02% → 0.03%	+50%	+38.3%	4/5

Top 20 holdings — 2026-08-14

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.55%	+11.0%	99.6th	-0.1%	5/5
AAPL	Information Tech	7.11%	-8.3%	99.1th	-8.3%	3/5
MSFT	Information Tech	5.18%	+25.8%	98.7th	-5.4%	3/5
AMZN	Consumer Discret	4.10%	+6.2%	98.2th	-4.3%	4/5
JPM	Financials	3.82%	+6.4%	97.8th	0.0%	4/5
XOM	Energy	2.92%	+8.6%	97.3th	-6.4%	5/5
AVGO	Information Tech	2.78%	+6.0%	96.9th	-12.0%	5/5
GOOGL	Communication	2.45%	-0.3%	96.5th	-13.7%	3/5
BAC	Financials	2.21%	+5.3%	96.0th	0.0%	5/5
META	Communication	2.18%	-8.7%	95.6th	-24.2%	1/5
GOOG	Communication	2.03%	-0.7%	95.1th	-13.5%	3/5
JNJ	Health Care	1.99%	+2.9%	94.7th	-1.2%	5/5
LRCX	Information Tech	1.90%	+6.1%	94.2th	-14.6%	5/5
CSCO	Information Tech	1.86%	-0.2%	93.8th	-8.2%	3/5
MU	Information Tech	1.79%	+14.5%	93.4th	-14.3%	5/5
CAT	Industrials	1.74%	-2.7%	92.9th	-14.1%	4/5
PH	Industrials	1.58%	+10.8%	92.5th	-1.7%	4/5
CVX	Energy	1.55%	+6.7%	92.0th	0.0%	4/5
TRV	Financials	1.51%	+0.4%	91.6th	-4.4%	5/5
AMD	Information Tech	1.50%	+3.8%	91.2th	-7.8%	5/5

Sector breakdown

Sector	Holdings	Total weight
Information Technology	43	38.49%
Financials	33	15.30%
Communication	13	10.31%
Industrials	41	9.62%
Consumer Discretionary	17	6.82%
Health Care	32	6.62%
Energy	10	5.23%
Real Estate	7	2.21%
Utilities	9	2.11%
Consumer Staples	13	1.78%
Materials	8	1.00%