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VOL. CI NO. 4 JANUARY 25, 2021 $5.00 PicksFromthePros

Roundtable Part 2: Our panelists name their top investment ideas for 2021. PAGE 22 NEP SBGI MSGS NextEra Energy Partners Sinclair Broadcast Group

MARIO GABELLI AGR GAN Madison Square Garden Sports Avangrid GAN SONAL DESAI GLD SCOTT BLACK NOC ASIX SPDR Gold Shares Northrop Grumman AdvanSix MPACX DHI WLKP MatthewsAsiaGrowth D.R. Horton Westlake Chemical Partners

> 63142 PM Philip Morris International MSFT VIV

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P. 6 P. 31 P. M1 Up&DownWallStreet: Trader: Spring Could Speculation Returns The Top Sustainable Funds Bring Market Bargains The buying frenzy in stocks such Our fifth annual ranking reinforces the value of investing in companies that prioritize By BEN LEVISOHN as GameStop and megacap tech environmental, social, and governance, or ESG, factors. By LESLIE P. NORTON names points to a market peak. Also: Investing in China can be problematic. Focusing on ESG can help. P. 35 P. M4 Take a cue from the smart money. Euro Trader: A Bright By RANDALL W. FORSYTH Trouncing the Market The191sustainablefundsonourlistreturned20%lastyear,onaverage,outpacing Outlook for Polymetal P. 9 theS&P500index’s18%gain.Manyfundsdidfarbetter. By RUPERT STEINER

Streetwise: Screen P. M4 Time to the Rescue MassMutual Select Growth Opps Emerging Markets: Pandemic lockdowns have led 1 2019 RANK: 94 TICKER: MGRSX 2020 TOTAL RETURN: 57.7% to an explosion in videogaming— Investors Overlook and upstart companies are Obstacles in India rushing to get in on the action. By CRAIG MELLOW By JACK HOUGH Marsico Growth 2 2019 RANK: NA TICKER: MGRIX 2020 TOTAL RETURN: 57.1% P. M5 P. 12 Striking Price: Why Biden Isn’t Likely to Putnam Sustainable Future TeslaIsaPerfectFit Ease Up on China for Options Trading Follow-Up: 3 2019 RANK: NA TICKER: PMVAX 2020 TOTAL RETURN: 52.7% Despite a reset on By STEVEN M. SEARS U.S.-China policy, investors betting on China’s rapid growth P. M6 still need to tread carefully. Columbia Select Large Cap Growth By RESHMA KAPADIA Commodities: Lumber 4 2019 RANK: 6 TICKER: UMLGX 2020 TOTAL RETURN: 47.8% Prices Are Whittled P. 13 Down as Supply Grows A Corner of Tech BlackRockLargeCapFocusGrowth By MYRA P. SAEFONG Set to Play Catch-Up 5 2019 RANK: NA TICKER: MAFOX 2020 TOTAL RETURN: 46.8% Rising spending on digital Barron’s Roundtable infrastructure makes these four NA=Not applicable Source: Morningstar Direct tower and data-center stocks on Fox Business savvy bets for the year to come. Watch our TV show Fridays at 10 By DAREN FONDA p.m. or 11:30 p.m. ET; Saturdays at 10 a.m. or 11:30 a.m.; or Sundays P. 15 P. 19 P. 21 at 7 a.m., 10 a.m., or 11:30 a.m. Auto-Parts Supplier Income: Patience Pays Economy: Don’t Let This week, we look at President Biden’s policy priorities with Greg LKQ Is Purring Again With Funds Debt Deter Spending Valliere, AGF Investments chief The pandemic has prompted the Funds that focus on stocks with By MATTHEW C. KLEIN U.S. policy strategist, and gain used-parts specialist to make the above-average payouts tend to insights on 2021 stock picks from fixes needed to get its profits—and shine when the going gets tough. P. 36 Mario Gabelli, chairman of Gamco stock price—moving higher. Here are six to consider. Investors. By TERESA RIVAS By LAWRENCE C. STRAUSS Tech Trader: ANetflix Naysayer No More P. 16 P. 22 By ERIC J. SAVITZ Index P. 4 Chartingthe Market P. M9 WHAT BIDEN MEANS FOR THE MARKETS • PAGES 6, 12 Review & Preview P. 10 Winners& Losers P. M10

Our Stock Picks Beat VOL. CI NO. 4 JANUARY 25, 2021 $5.00 Roundtable, Part 2: Mailbag P. 39 Research Reports P. M11 PicksFromthePros P. 38 InsideScoop P. M7 Market View P. M12 Roundtable Part 2: Our panelists name their top investment ideas for 2021. PAGE 22 theMarketin2020 NEP SBGI PlaceYourBets MSGS NextEra Energy Partners Sinclair Broadcast Group MARIO GABELLI AGR GAN Other Voices: Madison Square Garden Sports Avangrid GAN Cover Story: © 2021 Dow Jones & Company, Inc. All Rights Reserved. Readers who followed our advice to SONAL DESAI GLD SCOTT BLACK NOC ASIX This installment SPDR Gold Shares Northrop Grumman AdvanSix MPACX DHI WLKP Our newspapers are 100% sourced from sustainable certified mills. buy names such as Carrier Global, Matthews Asia Growth D.R. Horton Westlake Chemical Partners highlights 28 investment ideas Seafarer Restrictions

> 63142 PM Philip Morris International Boyd Gaming, and Michaels last MSFT VIV from Scott Black, Mario Gabelli, BARRON’S (USPS 044-700) (ISSN 1077-8039) Published every RUPAL J. BHANSALI Microsoft Telefônica Brasil Imperil Supply Chains Monday. Editorial and Publication Headquarters: 1211 Avenue of year were well rewarded. Rupal J. Bhansali, and Sonal Desai. By GUY PLATTEN the Americas, New York, N.Y. 10036. Periodicals postage paid at Cover Illustrations by Chicopee, MA and other mailing offices. Postmaster: Send address By AVI SALZMAN Helen Green By LAUREN R. RUBLIN changes to Barron’s, 200 Burnett Rd., Chicopee, MA 01020 January 25, 2021 BARRON’S 3

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A short squeeze helped boost GameStop 80% at UP & DOWN WALL STREET one point Friday before trading in the videogame seller’s stock was halted. Still, it closed up 50%.

name names, but you know the stocks other averages near their peaks. Speculative Frenzy’s that are covered by the famous acro- But the mostly well-heeled and expe- nym). More important, they’re playing rienced clientele of Interactive Brokers cheap calls with strike prices that are are taking the opposite tack, writes far out of the money and with weekly Thomas Peterffy, the firm’s founder, in Unlikely Poster Child: expirations with only a few days to run. an email. They are writing, or selling, The bottom line: These bets on high- call options against their substantial price shares can be bought literally for positions in the expensive stocks on pennies. Inevitably, they will expire which they have big, accumulated prof- GameStop Shares worthless. But before that, the options its. That generates current income, might rise a cent or two, making for big which might be why the smart money percentage moves for players who are gets that name. quick to cash in. More scary is the opprobrium This sort of action was prevalent heaped on GameStop’s detractors, who last August, just before the big techs have been objects of online attacks. return to normalcy or contempt from the stock’s fans. that drive the topped out, “There is a consistent stridence to ma- snafu? The former The speculative froth also has been Emanuel notes. Now it’s back—a cau- jor market peaks,” writes Peter Atwa- recalls the presidency visible in other corners of the market. tion signal for the short term. ter, an adjunct professor of economics of Warren G. Harding, Ironically, the cooling of the frenzy in The frenetic buying of bullish call at the College of William & Mary, in his inaugurated a century —back to around $32,000 from options has kept implied volatilities— Financial Insyghts newsletter. A return Aago, after the upheavals a recent peak over $40,000, following the key determinant of options to normalcy would be indeed welcome. of World War I and the its surge from around $24,000—has prices—above their actual realized flu pandemic of 1918. The latter refers to shifted the speculative crowd back to volatilities, he adds. Usually, buying he U.S. ended an acronym from World War II, which the action in megacap tech stocks. But put options to protect portfolios from Inauguration Day at a record roughly translates to “Situation normal, By Randall W. instead of slices of these shares with declines pushes up implied volatility, high, but the connection is Forsyth T all fouled up” in its PG version. prices in the hundreds or thousands of which is most widely measured in the strained. For fans of presi- Snafu rather than normalcy seems dollars, they’re playing the low-price Cboe Volatility Index, or VIX, the dential trivia, the Wilshire 5000 total more apt to describe the speculative options on these names, says Julian market’s so-called fear gauge. It ’s gain that day of frenzy in certain quarters of the finan- Emanuel, BTIG’s chief equity and de- closed Friday at 21.91, well above the 1.25%, or about $525 billion, put it up cial markets. Frenetic trading in stocks rivatives strategist. teens, where it might be expected to by nearly 72%, or $18.8 trillion, from and options of no apparent worth has Specifically, the punters are buying be—with the Nasdaq Composite end- the previous Inauguration Day, Jan. 20, erupted anew, a classic sign of specula- bullish call options on some of the big- ing the holiday-shortened week up 2017. But this broad measure of the tion that often coincides with tops in gest of the FAANGs (he’s not allowed to over 4% and at a record, and with U.S. market has risen even more— the market. some 82%, or $19.3 trillion—since The new poster child for this crazi- March 23, when the Federal Reserve let ness is GameStop (ticker: GME), loose its array of aggressive monetary which frankly I had forgotten still ex- measures to arrest the economic effects ists. The bricks-and-mortar retailer of of the coronavirus pandemic. videogames, both new and used, shut- Since then, the bull market has tered my local store, which had been a been built on hopes that the triumvi- few doors down from what once was a rate of monetary and fiscal spurs plus Blockbuster Video outlet. I thought vaccines will return the economy and both had been supplanted by online the world to something approaching delivery of content. Ditto for the youn- normalcy. But if past is prologue, the gest member of the Forsyth household, road ahead could be bumpy for stocks. an avid gamer, whose powerful PC February historically is the worst lacks a DVD drive for physical content. month for equities in a new president’s Yet traders have piled into first year, according to a report from GameStop, sending the stock soaring Strategas Research Partners’ Washing- more than 80% Friday before being ton research team, led by Dan Clifton. halted; it ultimately closed up more From 1927 to 2017, the S&P 500, on than 50%. Not coincidentally, the average, fell 4% in such months. How- shares have been heavily shorted and ever, that record is heavily skewed by have been prominently featured by the steep drops in February 2009 at the A shopper Andrew Left, the head of Citron Re- leaves a GameStop height of the financial crisis at the be- search, who posted his assessment of store with the new ginning of Barack Obama’s initial term, the extreme overvaluation of GameStop Play Station 5 and in February 2001 during the reces- gaming console in a YouTube video that fanned only last Black Friday. sion at the outset of George W.Bush’s Aimee Dilger/SOPA Images/Getty Images January 25, 2021 BARRON’S 7

Up & Down Wall Street Continued first term, after the dot-com bubble burst. mature tightening seems unlikely. For now, much of the bullishness is a A more proximate worry for stocks product of fiscal actions, taken or antici- should be that, after the anticipated fiscal pated. The $900 billion measure enacted largess of up to $1.9 trillion from the Biden at the end of 2020 provides $600 checks team, tax increases are likely for infra- for most Americans, while a massive $1.9 structure and clean-energy initiatives. trillion plan proposed by President Joe That won’t necessarily result in a full Biden’s administration would add another repeal of the Trump tax cuts, former Fed $1,400, for a total of $2,000. Chair Janet Yellen, Biden’s Treasury Secre- DUE DILIGENCE But the February just after a new presi- tary nominee, said at her confirmation Background investigations dent takes up residence in the White hearing on Tuesday, notes Ian Katz of Cap- House brings “governing into focus,” the ital Partners in a client note. Once LITIGATION SUPPORT Strategas team writes. That could mean the pandemic is no longer depressing the Internal investigations that the Biden program’s high expecta- economy, Yellen said, the administration Forensic and cyber investigations tions get scaled back. Some critics contend would propose repealing parts of the tax that $1.9 trillion is more than needed, es- act “that benefited the highest-income SECURITY pecially if the full effects of the stimulus Americans and large companies.” Assessments and travel hit the economy in the second half, just as The Strategas research team thinks the enough Americans are vaccinated to fi- current corporate tax rate of 21% could be nally release the pent-up demand for lifted to 28%, halfway back to the 35% that Serving our clients for over 30 years goods and services built up over nearly 1½ prevailed prior to the Tax Cut and Jobs Act years of curtailed activity. of 2017. (For S&P 500 companies, the ef- For further information contact: Jim Paulsen, chief investment strategist at fective rate actually fell to 17.7% in 2018 [email protected] the Leuthold Group, further contends that from 24.4% in 2017, the researchers www.investigativemanagement.com the fiscal and monetary thrusts already are found.) But, they add, it doesn’t seem that 212-308-8500 substantially greater than in past times a future corporate tax hike has been dis- when joblessness was at levels similar to counted by the market, based on the rela- now. The 11.7% U6 “under-employment” tive price action of stocks of more highly rate (which includes part-timers who want a taxed companies. full-time job, plus people marginally at- Very high-income investors could also tached to the labor market) is in line with face increased levies on and capi- those of the recoveries that followed the tal gains, the Strategas team points out. Un- 1982, 1990, and 2007-09 recessions. More- der the Biden plan, capital gains and divi- over, he adds, the latest rebound has been dends could be taxed at a total federal rate of far quicker. 43.4% for those earning more than $1 mil- In addition, he continues, policy is lion a year. The capital-gains rate hasn’t much more stimulative this time. The been over 30% since 1978. Cap-gains rate broad M2 money supply was growing at a increases also result in fewer investors cash- 25.1% annual rate in December, four times ing in realized gains, they add. as fast as in September 2014, when U6 was The Biden proposal also would lift the at the current level. The fiscal deficit, at effective tax rate on dividends to 60% from 15.2% of gross domestic product, was four 40% (after taking into account the double times greater than in November 1993. And taxation of payouts at the corporate and Upgrade the 10-year Treasury yield, at 0.90% in personal levels). Since the 2003 tax cut, December, was one-seventh the level in which effectively lowered the effective fed- December 1986. eral rate to 45% from 60%, a 25-year de- All this adds up to “too much cowbell,” cline in the total of companies paying divi- your advisor. as in the classic Saturday Night Live sketch. dends has reversed. Paulsen says that could produce much As for stock repurchases—a more tax- higher inflation, possibly forcing the Fed efficient way to return cash to sharehold- and fiscal authorities to tighten policies, ers—Strategas points out that Biden has Get advice on managing your wealth rekindling recession. (For another view, been critical of these since he was a sena- and connect with a top advisor at see Matthew Klein’s Economy column, tor. The administration might tighten rules barrons.com/directory page 21.) on buybacks, while requiring more disclo- The Fed, however, has stated its willing- sure and shareholder approval. ness to let inflation rise considerably over Whatever the politics of higher taxes on its 2% target to make up for previous short- well-heeled investors, the economics sug- falls. The projections released at the De- gests they aren’t positive for stock prices, all cember Federal Open Market Committee else being equal. What Washington giveth meeting show a consensus calling for the in stimulus, it might taketh in taxes. B federal-funds target rate to remain near the current 0% to 0.25% through 2023. So pre- email: [email protected] ©2020 Dow Jones & Company. All Rights Reserved. 2E205 8 BARRON’S January 25, 2021

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Invesco Distributors, Inc. NA 9,595 January 25, 2021 BARRON’S 9

If there is a spoiler, it might be a coming wave of STREETWISE initial public offerings that could flood the market with videogame shares.

nicate through a chat feature. Roblox Could now be as good as it gets for filters these messages for inappropri- investors? “What’s so fascinating Roblox, Videogaming, ate content, not always thoroughly, about this fiscal year for us, as great and employs a small army of game as it has been...is it is still a very light monitors. release year,” Take-Two CEO Strauss The company had planned an Zelnick told me this past week. “The And the Boom Market last year, but bulk of the titles that made up the delayed it, and then announced this year existed previously, and have month that it would instead pursue been ongoing consumer experiences.” a direct listing, whereby companies Over the next five years, he expects to In Desperate Parents begin trading but don’t issue new release more than 90 new titles, shares or raise money. The stock which he says is double the pipeline could begin trading next month. that Take-Two had a few years ago. Roblox isn’t yet profitable, in part because it recognizes revenue from KM’s Handler likes Ac- y bad parent- by the terms of funding rounds ear- in-game purchases little by little over tivision Blizzard for its ing is about lier this month and last February. the gaming lives of its users. Revenue M promising release calen- to get its own Roblox was first launched for per- rose 68%, to $589 million, in the first dar, including Call of stock listing. sonal computers in 2006, and is to- nine months of last year. Bookings, Duty: Mobile, which came out in Ticker symbol: day played on Apple and Android a simpler measure of money coming China on Christmas. He says it could M RBLX. Techni- mobile devices, Xbox One gaming in, jumped 171%, to $1.24 billion. be a $500 million to $600 million cally, that’s for machines, and Oculus Rift virtual- MKM Partners analyst Eric Han- game this year. He also likes Elec- a company called Roblox, but it’s reality headsets. It’s not one game but dler estimates that Roblox has re- tronic Arts for its recent acquisition more or less the same thing. rather millions of them—a “human cently been averaging $100 million in of Codemasters, which makes racing See, I used to be a solid B- as a dad, By Jack Hough co-experience platform,” as the com- free cash flow a quarter. Assume that games that haven’t yet added much bribing my kids with M&Ms to do pany puts it. The games are made by figure could quickly double and you recurring revenue from in-game extra math drills and forcing them some seven million player-develop- can make a case for Roblox’s valuation services. into overmanaged sports leagues to ers, of whom nearly a million make resembling that of Take-Two, the pric- If there is a spoiler, it might be a burn off the calories. Then the pan- money for their efforts. Graphics are iest of the legacy videogame makers, coming wave of initial public offer- demic shut down in-person activities blocky and cartoonish. at 39 times projected free cash flow. ings, which will generate excitement and turned my home into a daytime Games are free to play, but develop- Activision Blizzard (ATVI) trades at but could also flood the market with turf war between the Zoom School ers can charge for things like a weapon 29 times and Electronic Arts (EA), videogame shares. Playtika Holding Gang and the Department of Home that launches eight pumpkins at once, 23 times. All three stocks soared last (PLTK), a maker of casual casino- Office Security. Evenings bring sweet or a “Doge hat” to give a player’s avatar year, as time playing videogames ex- type games, came public earlier this relief, my wife and I have discovered, the head of a dog from a past internet ploded. month, and was recently valued at so long as we allow our kids to raise meme. Let your children onto Roblox And it’s not just kids. Adults 45 close to $13 billion. Beyond Roblox, themselves as feral videogamers. and there will soon be incessant re- to 54 increased their game time by candidates for going public this year Their favorite habitat is Roblox on quests for the in-game currency 59% last year, according to the NPD include mobile game makers App- their iPads. Robux, bought with real money. There Group, a market researcher. Spend- Lovin and Scopely, which could Scold me if you must, but my family might also be a sharp increase in in- ing rose faster. Last year, the global be valued at several billion dollars isn’t alone. Roblox says its users in- stances of the littlest one trying to call videogame business took in an esti- apiece, and Epic Games, maker of the clude two-thirds of U.S. children ages you “dude,” my field work indicates. mated $180 billion. That’s about $80 shoot-’em-up blockbuster Fortnite, 9 to 12. During the first nine months Players can meet up in games with billion more than the movie business which was valued in an August fund- of 2020, the number of daily users rose their real-world friends and commu- at its peak. ing round at more than $17 billion. 82%, to 31 million. Hours played more That should give bulls pause. Also, than doubled, to 22 billion. the long-term outlook for videogam- That’s nothing compared with ing is bright—but near term, once what happened to the company’s BARRONS.COM/PODCASTS group activities resume, I might have value. Consider: The best-selling to start parenting again. That will videogame property of all time is the mean switching my kids from Roblox Grand Theft Auto franchise, and its Barron’s Streetwise to their previous human co-experi- owner, Take-Two Interactive Soft- ence platforms, like Little League, ware (ticker: TTWO), has enjoyed InaweeklypodcastbyBarron’s, columnist Jack Hough looks which has a chat feature called yell- a stock gain of more than 1,500% at the companies, people, and trends you should be watching. ing stuff, and where players can alter over the past decade, its recent value This is Wall Street like you’ve never heard before. Subscribe their in-game appearance for free by at $23 billion. Roblox’s value, mean- to Barron’s Streetwise on Spotify, Apple Podcasts, sliding in dirt. B while, has jumped to $30 billion from or your favorite listening app. $4 billion over the past year, judging email: [email protected] 10 BARRON’S January 25, 2021 REVIEW 30,996.98 511.02 1.09% Dow Industrials: +182.72 Dow Global Index: +7.87 10-year treasury note: -0.01

Inauguration Highs HE SAID U.S. markets were closed for Martin Luther King’s Birthday, but stocks rose “We’re in a around the world. With earnings roll- ing out in earnest, U.S. indexes hit new national emergency, highs as the new president was (peace- fully) sworn in. The rally was fueled by andit’stimewe hopes for a jumbo relief measure and by huge numbers from Netflix.The treated it like one.” Dow and S&P 500 slipped on Friday, President Joe Biden in announcing weighed down by concerns about old his pandemic-response plan tech: IBM and Intel. On the week, the Dow industrials edged up 0.6%, to 30,996.98; the S&P 500 rose 1.9%, to 3841.47; and the Nasdaq Composite gained 4.2%, to 13,543.06. Transitions PROSPECTS FOR STELLANTIS Former President Trump left the White House and flew to Mar-a-Lago, the first outgoing president to refuse Old Brands THE NUMBERS to greet his successor in 150 years. Security in Washington, D.C., was tight as President Biden was sworn in, 25% speaking of unity and civility. Law-en- OnTeslaTurf forcement officials continued to Percentage of Americans living round up suspects alleged to have in their home for more than 20 participated in the Capitol riot. Few the Senate on Monday. Poof—and a giant auto company emerges. It’s mysteri- years, a figure that’s been rising threats, however, materialized against ously called Stellantis, and it’s the product of Fiat Chrys- steadily. Average stay: 13 years. state capitols or Washington, D.C. The 100-Day Vaccine Goal ler’s merger with Peugeot. Stellantis is, by marriage, one of Biden has set as a goal 100 million vacci- the once-dominant Detroit Three auto makers, with Gen- Biden: First Moves nations in the first 100 days. The head of eral Motors and Ford Motor. 100.1% Biden signed a stack of executive the World Health Organization warned of A lot has changed since the D-3 ruled. Chrysler orders on Day One, and kept on sign- a “catastrophic moral failure” as poorer merged, demerged, merged again. General Motors went U.S. debt, at $21.6 trillion, to ing, targeting dozens of Trump poli- nations struggle to get vaccines. Mean- bankrupt in the financial crisis. Today, electric-vehicle gross domestic product at the cies: killing the Muslim ban, rejoining while, the U.S. death toll breached start-up Tesla is the world’s most valuable auto maker. end of 2020. the Paris climate accord and World 400,000, and some 900,000 workers Tesla has been around for 17 years, but compared with Health Organization, canceling the filed for unemployment. the D-3, it’s a pup. Tesla shipped some 500,000 vehicles Keystone XL pipeline, and seeking to in 2020, Stellantis eight million, making it the third- or 37 M reunite children separated at the bor- Navalny Returns to Jail fourth-largest auto maker on the planet. Volumes fell for der. He also outlined big initiatives— Russian dissident Alexei Navalny was most car makers in 2020—but not for Tesla. Number of new Netflix sub- further Covid relief, steps to boost the arrested when he and his wife flew from Still, the stock looks promising. J.P. Morgan’s Jose Asu- scribers in 2020, a record, for a economy, and immigration reform— Germany to Russia after recovering from mendi began covering Stellantis last week with a Buy and total of 204 million at year-end. and liberated Dr. Anthony Fauci. an assassination attempt by poisoning. an 18 euro ($21.90) price target. That’s a 35% implied gain The arrest spurred international de- on the current $16.15. He believes the two legacy firms Pardons and Impeachments mands to release him and Navalny urged complement each other. Fiat lost money in Europe; Peu- $82 B Trump signed 143 pardons and com- supporters to take to the streets. geot will help with that. Peugeot wasn’t a big player in mutations before exiting, including for North America; Chrysler is. He says the larger entity can Amount raised by special-pur- former adviser Steve Bannon, GOP Annals of Deal-Making cut costs and streamline capital spending, eventually pro- pose acquisition companies in donor Elliott Broidy, singer Lil Wayne, Optical components maker Lumentum ducing annual savings in excess of €5 billion. 2020, more than all other years’ convicted Republican officials, and Holdings agreed to buy laser maker Co- About 70% of analysts covering the stock rate it Buy. combined. others. Not on the list were his chil- herent for $5.7 billion….Mytheresa The average Buy ratio for Dow Jones Industrial stocks is dren, anyone involved in the Capitol Group, the Munich-based luxury e-com- 57%. Stellantis is down 11%, year to date, in contrast to To get Numbers by Barron’s riot, lawyer Rudolph Giuliani, or him- merce company and former Neiman GM, up 33%, and Ford, up 31%. Investors are starting to daily, sign up wherever self. In Congress, GOP Leader Mitch Marcus subsidiary, went public, valued value those companies’ autonomous and EV investments you listen to podcasts or at McConnell said Trump “provoked” the at $2.2 billion. Mytheresa had been sub- more highly. With the merger closed, Stellantis should Barrons.com/podcasts Capitol riot, while the House said it ject of a creditor dispute after a spinoff

start talking about its EV plans. —Al Root would send an impeachment article to and Neiman’s bankruptcy. Illustration by Elias Stein; Patrick Semansky/Pool/Getty Images January 25, 2021 BARRON’S 11

Half of the six largest U.S. companies by Sign up for the Review & PREVIEW Wednesday market cap report results. Apple, Facebook, Preview daily newsletter at and Tesla will also host calls to discuss their earnings after the market close. Barrons.com/reviewpreview

Monday 1/25 over month to $246 billion.

Kimberly-Clark and Philips report quarterly results. Thursday 1/28

The Federal Reserve Bank of Chi- Altria Group, American Airlines cago releases its National Activity in- Group, Comcast, Danaher, Dow, dex for December. Consensus estimate Mastercard, McDonald’s, Mondelez is for a 0.10 reading, below December’s International, MSCI, Northrop 0.27 figure. The recent data for the Grumman, Southwest Airlines, index suggest a slightly above-average T. Rowe Price Group, and Visa growth rate for the economy after a announce earnings. powerful third-quarter rebound. The Bureau of Economic Analysis reports its advance estimate for fourth- Tuesday 1/26 quarter gross domestic product. Con- sensus estimate is for the economy to 3M, Advanced Micro Devices, have grown at a seasonally adjusted SPIRALING CONTAINER COSTS American Express, Capital One annual rate of 4.3%, after a record pace Financial, General Electric, In- of 33.4% in the third quarter. Carrying Trade vesco, Johnson & Johnson, Lock- heed Martin, Microsoft, Prologis, Bigglobalshippershaveprospered Raytheon Technologies, Star- Friday 1/29 Will Shipping as trade in goods has surged and bucks, Texas Instruments, and Ve- shipping rates have followed. rizon Communications announce Caterpillar, Charter Communica- Maersk, Cosco Holdings, earnings. tions, Chevron, Colgate-Palmolive, Fuel Inflation? Triton Holdings, Last 12 Months Eli Lilly, and Honeywell Interna- 300% The Conference Board releases its tional host conference calls to discuss Locked-down consumers are spending more on goods— Consumer Confidence index for Janu- quarterly results. Cosco Shipping Holdings mostly made overseas and transported on container ships— 200 ary. Economists forecast a 91.6 read- A.P. Moeller-Maersk than on services. That, plus pandemic-related shipping dis- Series A ing, three points more than in Decem- The BEA reports personal income ruptions, have sent costs spiraling. The Baltic Dry Index, a 100 Triton Holding ber. Consumer confidence remains and spending data for December. Econ- measure of rates to dry goods, is up 128% in a year and well below prepandemic levels. omists forecast both personal income nearly 60% since early December, boosted by China, the 0 and expenditures to tick down 0.1% world’s largest exporter, reopening its industrial economy. Wednesday 1/27 month over month. In November, in- That has been a boon for shipping lines, which have seen -100 come fell 1.1%; spending declined 0.4%. profit margins widen. Shares of Maersk and Cosco Ship- ping Holdings are up 92% and 195%, respectively, over the Feb. 2020 ’21 Abbott Laboratories, Anthem, past year, and Triton International, the world’s largest AT&T, Boeing, Crown Castle Inter- Coming Earnings lessor of containers, has seen a 36.5% total return in a year. national, General Dynamics, Lam Consensus Estimate Year ago High Tide M Normally, higher shipping costs mean higher retail prices Research, Norfolk Southern, Ser- ShippingratesfellasCovidemerged, AGNC Investment (Q4) $2.58 $0.48 and inflation. Bond yields have risen to price in higher infla- viceNow, and Stryker report quar- T then more than doubled as trade and tion since the fall. But shipping is unlikely to ignite cost- terly results. 3M (Q4) 2.15 1.95 push inflation. “First, the increase in shipping costs is likely China recovered. Advanced Micro Devices (Q4) 0.47 0.32 to be partially absorbed within wholesale and retail mar- Baltic Exchange Dry Index, The Federal Open Market Commit- Alaska Air (Q4) -2.86 1.46 gins,” writes Capital Economics group chief economist Neil Last 12 months tee announces its monetary-policy American Express (Q4) 1.30 2.03 C.H. Robinson Worldwide (Q4) 0.97 0.73 Shearing. “Second, while it’s difficult to be precise, the most decision. The central bank is all but 2000 More Earnings on Page M36. affected goods are likely to account for a relatively small assured to keep the federal-funds rate Consensus Estimate share of the overall [consumer price index] basket.” 1500 unchanged at near zero. But Wall Day Consensus Est Last Period Shearing estimates shipping costs at only 5% of retail Street is interested to learn if and T January Consumer Confidence 89.2 88.6 TH Q4 GDP 4.3% 33.4% prices. So, the past eight months’ doubling has added only 1000 when the Fed will consider paring its about that much to the cost of goods, with consumers proba- bond purchases, currently at $120 December Wholesale Inventories 0.20% 0.0% bly seeing only some of that. A weaker dollar also offsets billion a month. December New Home Sales 850,000 841,000 500 F December Personal Income 0.00% -1.1% higher shipping costs for non-U.S .importers. Then there’s January Michigan Sentiment - f 79.2 79.2 the upcoming Chinese New Year, when factories shut down 0 The Census Bureau releases the Unless otherwise indicated, times are Eastern. a-Advanced; and exports fall. That could ease upward pressure on rates. durable goods report for December. f-Final; p-Preliminary; r-Revised Source: FactSet Feb. 2020 ’21 For more information about coming economic reports The biggest relief? An end to the pandemic, with consumers New orders for manufactured durable - and what they mean - go to Barron’s free Economic

Illustration by Eliasspending Stein again on services. —Nicholas Jasinski Sources: FactSet; Bloomberg goods are expected to rise 0.8% month Calendar at www.barrons.com 12 BARRON’S January 25, 2021

While China policy may be less volatile, investors FOLLOW-UP should brace for continued complexities based on a changing relationship between the two nations. Expect Biden to Take Tough Stance on China

By RESHMA KAPADIA Exchange to delist some of the stocks, including telecoms like China Mobile s President Joe Biden fills (ticker: 941.Hong Kong). Though in- China-related positions in his vestors have until November to divest, administration, investors ex- many have already struggled to sell A pect a continued tough stance their shares. against the country, especially on hu- Adding to the uncertainty, the Chi- man rights issues, along with a review nese telecoms on Friday asked the of recent Trump administration exec- NYSE to reconsider the delisting. As utive orders. the new administration reviews recent While policy may be less volatile, Trump administration orders, it could New voices on China: President Biden, Kurt Campbell, left, and Anthony Blinken. investors should brace for continued rein in some provisions or remove complexities as they adjust portfolios companies from the list if they decide and Chinese regulators may compro- forced labor in Xianjiang, says Anna based on a changing relationship be- the rationale to ban them was weak. mise on legislation delisting Chinese Ashton, vice president of government tween the two countries. More broadly, the Biden China ap- companies if they fail to comply with affairs for the U.S.-China Business Cabinet nominees in confirmation proach is likely to be clearer, more mul- U.S. audit rules within three years. Council hearings made clear that the relation- tilateral, and less ad-hoc. The selection Another reason for investor cau- For now, fund managers are hedg- ship with China would continue to be of Kurt Campbell, the top Asia diplo- tion: The State Department on Tues- ing their bets. “We don’t expect Biden a major focus, with Janet Yellen, nomi- mat in the Obama administration, for a day just before Biden took office de- to be soft on China, but we think we nated for Treasury Secretary, empha- new role as Indo-Pacific coordinator termined that China had committed will have a situation where it will be a sizing a willingness to use an array of signals that the new team is thinking “genocide and crimes against human- more multilateral approach that will tools to address what the former Fed- about more coherent policies, both ity,” against the Uighurs, a Muslim take down the volatility and reduce eral Reserve chair described as domestically and among U.S. allies, minority group in Xianjiang prov- the equity risk premium,” says Joanne China’s abusive and illegal practices. that would have a better chance to sur- ince—a view shared by Secretary of Irving, co-manager of the $5.3 billion But fund managers still favor vive, says Scott Kennedy, senior advi- State nominee Anthony Blinken. Aberdeen Emerging Markets fund China, despite confusion around a sor and trustee chair in Chinese Busi- That may pave the way for sanc- (ABEMX), which is overweight November executive order banning ness and Economics at the Center for tions or technology restrictions. Con- China, but has favored Hong Kong U.S. investment in companies the Pen- Strategic and International Studies. gress may also reintroduce a bill put- listings over American depositary tagon says have ties to the Chinese Delisting threats could persist, but ting the burden on companies to receipts when making new pur-

military. That led the New York Stock fund managers still see a chance U.S. prove no connection to goods made by chases. B Photo Illustration by Nicole Fara Silver; reference Getty (3)

CHDVX CULLEN HIGH DIVIDEND EQUITY FUND For further information, please contact 212.644.1800, [email protected] or visit www.cullenfunds.com Risks: Mutual fund investing involves risk. Principal loss is possible. The funds invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. Each fund seeks long-term capital appreciation and current income. Each fund’s investment objectives, risk charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by calling 877-485-8586. Read the prospectus carefully before investing. Distributed by ALPS Distributors, INC. 03pb050__0301____a01wot0.d 1 w013_p2bw025000_0_w01300_1______xa2021_w-opt_01.pdf

January 25, 2021 BARRON’S 13

its 2.5 GHz network, which was bol- stered by its Sprint deal. Despite losing Sprint, the wireless 4WaystoPlaya marketplace is actually getting more crowded, with satellite and cable com- panies angling to get into the business. Dish Network (DISH) plans to build a 5G network with 15,000 sites by Boom in Digital Comcast June 2023. (CMCSA) and Charter Communications (CHTR) have been buying spectrum and may have spent billions on C-band; final Infrastructure results are expected to be released next month. They could start deploy- ing some of it on towers over the next few years. Cell tower and data center stocks have lagged behind, Overall, Piecyk estimates that the despite their key role in the digital transformation industry should get back to double- digit growth in AFFO. While Crown and SBA are general beneficiaries of the 5G buildout, there By DAREN FONDA are specific reasons to own each stock. Digital Crown is a bet on small cells and the oaring demand for band- Infrastructure revival of its fiberoptic business. width and the rollout of 5G The company invested more than helped propel tech stocks Picks $11 billion in fiber in recent years, higher in 2020. So it’s sur- Wireless Towers mainly selling the service to enter- prising that cell towers and Crown Castle prise customers, while adding small- S data centers—two of the International / CCI cell nodes for wireless, which allow industries tied to those A diversified providers to fill in service gaps in themes—aren’t winning much love network of wireless dense population areas. It has been a with investors. towers, fiber, and controversial strategy; the returns and Rising interest rates are partly to small-cell antennas growth on fiber are much lower than Recent Price: blame, pressuring the economics of $157 on large-scale macro towers, and Price/AFFO*: leasing tower space and financing new 23 Crown has been under pressure by Div Yield: data centers. Investors have favored 3.1% activist investor Elliott Management cyclical sectors more closely tied to an SBA They’ll need to upgrade antennas, Most of the leasing losses are ini- to stop investing in small cells and economic recovery. While the tech- Communications / radios, and other equipment, starting tially expected at American Tower enterprise fiber. SBAC heavy Nasdaq Composite index soared a new growth cycle for the tower (AMT), the largest tower player, al- The fiber business has weighed Focused on highly 44% in 2020, tower stocks returned companies. though Crown Castle and SBA will on Crown’s multiple, but it may be the profitable domestic an average of 11%, including divi- towers At the same time, data centers also lose Sprint towers over time. value in the stock, says Cowen analyst dends, while data centers returned an Recent Price: $268 are benefiting from a shift to cloud- Ultimately, less than a third of Sprint’s Colby Synesael, who notes that Crown average of 8%. Both sectors could Price/AFFO*: 26 computing, digital storage, and other legacy towers are likely to survive, recently reshuffled the leadership of its catch up and provide solid returns in Div Yield: 0.7% tech trends accelerated by the according to LightShed Partners ana- fiber group in an effort to jump-start the year to come. pandemic. lyst Walter Piecyk. the turnaround. Since then, Dish has Fifth-generation wireless is still Two tower companies are particu- Those Sprint losses are now signed a contract to use Crown’s fiber in the early stages, with penetration Data Centers larly well positioned in the year to factored into Wall Street estimates. along with up to 20,000 of its towers Crown Castle International at just 4% in North America. It’s CoreSite come: Crown is forecast to generate $6.71 a to help build out its new 5G network. expected to reach 17% in 2021 and Realty / COR (CCI) and SBA Communications share in adjusted funds from opera- Morgan Stanley analyst Simon 37% by 2022, according to Morgan As a building spree (SBAC). Among data centers, tions, REITs’ preferred measure of Flannery calls Crown his top pick in Stanley. For data centers, information- winds down, profits Equinix (EQIX) and CoreSite Realty operating earnings, in the coming year, towers. He sees the stock hitting technology budgets are expected to should follow. (COR) look appealing. The stocks are up from $6.08. SBA’s AFFO is seen $187, based on a multiple of 26 times grow 1.4% in 2021 after contracting Recent Price: $126 all structured as real estate invest- rising 9%, to $10.25 a share. Revenue 2022 estimates of $7.10 a share in 2.5% in 2020. Mobile-data usage is Price/AFFO*: 23 ment trusts, or REITs, with Crown could rise 5% for both companies, ac- AFFO. Crown historically trades at rising at a 30% annualized clip, and Div Yield: 3.9% Castle and CoreSite each yielding cording to consensus estimate, as tow- an average 21 times, but strong AT&T telecom companies (ticker: T), Equinix / EQIX more than 3%. ers get C-band-related antennas and tower-leasing trends warrant a Verizon Communications (VZ), and Largest data-center The merger of T-Mobile US and other equipment upgrades. higher multiple, he says. T-Mobile US (TMUS) are boosting owner, with low Sprint temporarily clouded the picture The three major wireless carriers SBA is a more traditional bet on their capital spending. tenant turnover for tower companies and weighed on are each adding about $2 billion to domestic wireless towers, which have Cell towers, which rent space for Recent Price: $720 their stocks in 2020. The consolida- their capital-expenditure plans in the best business model in telecom

3Jn2 08:11:26 23-Jan-21 antennas and other wireless equip- Price/AFFO*: 27 tion removed an important customer 2021. T-Mobile is making the biggest infrastructure, Flannery says. They ment, should be long-term beneficiaries Div Yield: 1.5% from the market. T-Mobile, the No. 3 relative boost, with spending forecast account for 75% of SBA’s revenue; of the 5G rollout. Telecom companies *2021E adjusted funds wireless player in the U.S., plans to to hit $13.6 billion this year, up from more than 60% of the company’s just spent $95 billion on auctions for from operations. decommission 35,000 legacy towers $11.4 billion in 2020; it has to upgrade towers are in the top 100 domestic

Illustration by Stephanwireless Walter spectrum known as C-band. Source: FactSet used by Sprint. equipment to improve performance on markets. 14 BARRON’S January 25, 2021

The C-band auctions should be a “signif- icant driver” of leasing in the second half of 2021, Brendan Cavanagh, SBA’s chief financial officer, recently told investors. HOW DO YOU MANAGE “U.S. towers are the gold standard, and SBA has the most exposure to the busi- RISK WHEN THE WORLD IS ness,” says MoffettNathanson analyst Nick Del Deo, who calls SBA his top tower pick. UPSIDE DOWN? He expects the stock to hit $320 in the next 12 months, from a recent $272. While tower companies are poised to benefit from our ever-growing wireless connectivity, data centers are the facilita- tors of our addiction to data. Tech trends such as cloud computing, outsourcing of corporate servers, and increased demand for data analytics are driving demand. Cloud capex is expected to grow 16% in the first half of the year and 10% in the second half, according to Morgan Stanley. CoreSite has actually missed potential business in recent years as the company ran short of inventory. But it’s now coming off a building spree in core markets such as the San Francisco Bay Area, Northern Vir- ginia, and Los Angeles. AFFO growth is expected to jump from 5.4% this year to 7.3% in 2022. “They generate the best returns on in- vested capital, but the stock trades in line with the group,” Del Deo says. At a recent $126, CoreSite trades at 23 times AFFO estimates for 2021. Del Deo has a price target of $142 on the stock. Equinix trades at a premium to CoreSite, at 27 times Wall Street’s estimate for 2021 AFFO—but it’s the largest and arguably best-positioned data-center owner. Tenant turnover is low, and the company’s global portfolio of facilities in urban areas can’t be easily replicated. Equinix has a large development pipeline, including expansion plans in India, and it has built strategic alliances with several tech giants, including Microsoft (MSFT), Amazon.com (AMZN), and Cisco Systems (CSCO). Credit Suisse analyst Sami Badri has Outperform ratings on Equinix and Core- Site. “Both companies have built highly connected ecosystems that offer key advan- tages to their customers versus other data centers,” he says. We can't control what's next, but we can help navigate it. CME Group provides 24-hour Badri has a $915 target on Equinix, near access to trading opportunities in every investable asset class, allowing market participants the top of Wall Street estimates. That may worldwide to manage risk and capture opportunities. For every economic twist and turn, be a stretch, and would require the stock to when the new normal is anything but… CME Group. expand its already premium multiple. But earnings growth alone could drive gains in the year to come. At a consistent 27 times VISIT CMEGROUP.COM/ACTION AFFO, the stock could hit $800 in a year, an 11% gain. Towers and data centers may be the Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This sleepy part of the technology market. But communication is not a recommendation or offer to buy, sell or retain any specific investment or service. Copyright © 2020 CME Group Inc. All rights reserved. they could also be the least volatile part of tech in the coming year. In 2021, it’s worth paying up for some stability. B January 25, 2021 BARRON’S 15

“LKQ, like a lot of other companies, $11.56 billion. Yet 2021 looks brighter, realized that they can do more with with earnings per share expected to Auto-Parts Supplier less” during the pandemic, says Josh jump 13% to a record $2.7forced itto Wein, a portfolio manager at Hennessy get leaner 5 on a 5.8% rise in sales to Funds, which bought the stock in $12.22 billion. October. “Companies use it as an Despite the positive outlook, LKQ’s LKQ Gets Into Gear excuse to do what they should have price/earnings ratio fell from about 20 done anyway—get rid of some fat.” times at the beginning of 2020 to 14.5 Disappointment has been the name times at the end of the year, at a time of the game for LKQ in recent years. when the S&P 500’s multiple rose The stock has been range-bound at from roughly 21 times to 31 times. The The company spent years and took on a lot of debt trying to consolidate the about $20 to $43 since late 2012 as good news is that the low expectations business. Then the pandemic forced it to get leaner and more profitable. metrics such as return on assets and embedded in the multiple could work return on equity fell and debt rose. It in LKQ’s favor, especially if it manages has become easy to doubt an LKQ to right its European division. turnaround. “We’ve owned the stock The stock is cheap: At 13.7 times since 2014, and it has been a perennial 2021 earnings, it’s trading below its disappointment,” says Lamar Villere, five-year average of 14.4 times, and partner and portfolio manager at below the P/E of peers like Genuine Villere & Co., which recently sold the Parts (GPC) and O’Reilly Auto- stock. “The problem is, it’s six years motive (ORLY), whose multiples are later and [things are] moving more in the high teens, and Copart (CPRT) slowly than hoped.” and Fastenal (FAST), which change hands for more than 30 times this till, 2021 might be the year that year’s earnings. LKQ finally lives up to the “As execution improves, you’re S promises it made. The stock has going to see the multiple recover,” says already gained more than 6% Imbro. He has a $44 price target on this year, putting it on course to finally LKQ stock, up 17% from Wednesday’s break out of its trading range. close of $37.60. The company has reduced oper- None of this takes into account the ating expenses by about 6% in the economic factors that should help first nine months of 2020, and LKQ’s LKQ in 2021. The pandemic will end, streamlined operations mean that and the reopening will unleash pent- margins are also a major focus. Both up demand from motorists eager to net margins and earnings before travel again. And Americans, still interest and taxes, or Ebit, at 4.3% and dealing with an uncertain economic 7.8%, respectively, were lower in 2019 outlook, could be motivated to fix, than they were five years prior. Yet rather than replace, damaged cars. analysts expect these to improve in If 2020 taught us anything, it’s to 2020, to 6.2% and 9%, both above the expect the unexpected. That includes company’s five-year average. a longtime lemon finally moving into Moreover, after years of mergers the fast lane. B and acquisitions, LKQ has pulled back By TERESA RIVAS lot on a muffler or rearview mirror. from M&A, unlocking free cash flow The stock dropped 1.3% last year as and allowing the company to pay Shifting Gears LKQ uto-parts supplier Covid-19 led to fewer miles driven for down debt and repurchase stock. LKQ stock could be ready to pick up has been stuck in neutral many people—meaning less wear and Analysts expect that net debt will fall the pace. for years, but 2021 could tear on vehicles and fewer accidents, some $600 million in 2021 to $3.5 LKQ Corp. S&P 500 see things turn around for causing scrap-metal prices to increase. billion, on free cash flow of $859 40% the company as the But most of LKQ’s problems have “LKQ, like a million, roughly double the levels it A pandemic forces it to take been self-inflicted. For years, LKQ lot of other saw from 2015 to 2018. 20 steps that some say it was a consolidation story, snapping “LKQ is in the early-to-middle should have taken long ago. up smaller players and building a companies, innings of a multiyear plan, and the 0 Although LKQ (ticker: LKQ) dominant business, both in the U.S. realized improvement in profitability, coupled distributes car parts, don’t think of it as and Europe. Yet the synergies that with a return to [sales] growth next -20 another Advance Auto Parts (AAP) should have resulted from this that they year, should drive multiple expan- AutoZone or (AZO). The company, acquisition binge never emerged. The sion,” says Stephens analyst Daniel -40 which takes its name from “like, kind, company’s operating margins declined can do more Imbro, who points to the recent string and quality,” the three criteria that each year from 2015 to 2019, and of better-than-expected earnings with less” -60 insurers require for vehicle expenses were higher than they reports from the company. replacement parts, buys used cars and should have been. Covid-19 has forced during the Consensus estimates call for LKQ’s -80 wrecks, salvages them for reusable LKQ to get leaner—and that could pandemic. earnings per share to have edged up Feb. 2020 ’21 parts, and scraps the rest. It’s where allow the stock to benefit from the Josh Wein, just 2.5% year over year in 2020 to

Illustration by Benyou Mounsey-Wood go when you don’t want to spend a reopening of the economy in 2021. Hennessy Funds $2.43, with revenue dipping 7.5%, to Source: FactSet 16 BARRON’S January 25, 2021

cess, but one that hopefully shows the prior year when Bill Alpert wrote where we have succeeded and where about it in a June cover story. Twitter we can improve. We track only articles was in a battle with President Donald that chose three stocks or fewer, so Trump at the time over warning labels that larger sector bets aren’t part of on his tweets regarding factual accu- the tally. And the stocks chosen in racy and violence. It has since barred columns like Tech Trader aren’t Trump entirely. But the company’s included, either. improving ad services and its ability to If Barron’s writers change their dominate conversation have kept it opinion on a stock in a follow-up, the relevant and helped propel the stock to gain or loss is locked in on the date of 55% gains through the end of the year. the follow-up, similar to when an in- Other picks didn’t do as well. vestor decides to liquidate a position. FirstCash (FCFS), the nation’s largest As for benchmarks, we track large- operator of pawnshops, tends to do caps against the S&P 500, mid-caps well during recessions, but the latest against the S&P MidCap 400, and one was an exception—the corona- small-caps against the Russell 2000. virus downturn was bad for just about Although we missed Tesla (ticker: every retail business. An eviction TSLA), which rose 743% in 2020, Bar- moratorium, meanwhile, meant that ron’s found some special situations that people could delay selling off posses- paid off handsomely for investors. sions at pawnshops. In April, Andrew Bary wrote about Another pick, Bank of America the two companies that had spun off (BAC), slumped as low interest rates from United Technologies—Carrier hurt returns. That said, Bank of Global (CARR) and Otis Worldwide America is already up 5% this year, as (OTIS)—and the company that long-term interest rates have trended emerged from the merger, Raytheon higher and banks are back in favor. Technologies (RTX). The first two of Our bearish picks performed those stocks had enormous gains poorly—or rather they did too well, through the end of the year. Carrier, on average. It was the first time in the which makes air-conditioning and past six years that our bearish picks heating systems, returned 177% rose more than their benchmarks, on through the end of the year. Its prod- average. They returned some 80%, ucts have become crucial for trans- even as their benchmarks returned porting the Covid-19 vaccine produced 27%. One problem might have been by Pfizer (PFE) and BioNTech that there were just seven negative How Our 2020 Stock Picks (BNTX), which must be kept in calls last year. extremely cold temperatures. Of those, two did correctly warn Otis, an elevator maker, has prof- investors about coming turbulence. A ited from the success of its services Chinese electric-auto maker named Outran a Rampaging Bull business, which accounts for about Kandi Technologies Group (KNDI) 80% of earnings. Its stock has re- lost 51% after we pointed out the chal- turned 48%. lenges that the company faces in get- Boyd Gaming (BYD) more than ting Americans to buy its cars. Barron’s writers outperformed stock market benchmarks for the second consecutive year, doubled after Barron’s recommended And Nikola (NKLA) fell as doubts helped by Carrier, Amazon, Boyd Gaming, and Twitter. Our bearish calls didn’t fare as well. the gambling stock in May. With casi- grew about the highflying electric- nos closed, the stock had tumbled in truck company’s prospects. Founder the weeks before, but Lawrence C. Trevor Milton resigned in September. Strauss predicted that Boyd would Negative Barron’s pieces on other By AVI SALZMAN end of the year, versus 20.4% for the rebound because a lot of its profits stocks—some of them also richly benchmarks they are tracked against. come from regional casinos that valued—didn’t come to fruition during arron’s picked stocks that It was the second straight year that we would attract people who might not the year. Plug Power (PLUG), which beat a red-hot market in beat the benchmarks, after a three- want to get on a plane. develops hydrogen fuel-cell systems, 2020—and we didn’t even year drought. Tech stocks drove much of last kept rising after our skeptical July choose Tesla. That said, Barron’s didn’t do as year’s rally, and they helped our re- article, and it has kept rocketing In a year of turmoil and well with its bearish picks. On aver- sults, as well. Sales at Amazon.com higher, nearly doubling since the start B hardship, as the pandemic age, those rose more than their bench- (AMZN) boomed as Americans of this year. That is despite the com- throttled the economy, the marks, meaning that investors who bought more online instead of going pany still being unprofitable. stock market persevered, with the avoided stocks based on our reporting into stores. We had recommended it A skeptical take on online used-car S&P 500 index rising 16%. Some might have missed out on gains—or if even before the pandemic began to dealer Carvana (CVNA) also hasn’t overseas markets did even better. they shorted the stocks, they might devastate bricks-and-mortar retailers. panned out. Carvana rose as Ameri- Stocks that were highlighted in have lost money. Shares rose 74% after Jack Hough’s cans went online to buy cars amid the bullish Barron’s articles had a total Barron’s tracks the performance of January call. pandemic. That success hasn’t yet return of 24.7% from the last trading stock picks every year in an attempt at Another winner was Twitter turned into profits, but investors are

day before publication through the accountability. It’s an imperfect pro- (TWTR), which had fallen 3% over clearly optimistic about the future. B Illustration by Gluekit January 25, 2021 BARRON’S 17

Publication Pre-Story 12/31/20 Total Benchmark Publication Pre-Story 12/31/20 Total Benchmark 2020 Company / Ticker Date Price Price Return Return Company / Ticker Date Price Price Return Return REPORT Carrier Global / CARR 4/20 $13.74 $37.72 177.1% 32.3% Synpatics / SYNA 8/24 82.01 $96.40 17.5% 27.8% CARD Boyd Gaming / BYD 5/11 17.98 42.92 138.7 39.0 Yelp / YELP 12/28 28.01 32.67 16.6 -1.4 Vivint Smart Home / VVNT 1/20 9.90 20.75 109.6 17.7 Fortive / FTV 9/28 62.02 (1) 70.82 14.3 14.4 Barron’s Michaels / MIK 7/6 6.85 13.01 89.9 38.7 AllianceBernstein Holding / AB 10/12 30.26 33.77 14.2 15.9 weighed in Amazon.com / AMZN 1/3 1,874.97 3,256.93 73.7 18.2 Dollar Tree / DLTR 7/20 95.46 108.04 13.2 17.4 on 95 stocks TMobile US / TMUS 1/29 81.66 134.85 65.4 16.6 Mercury General / MCY 12/14 46.77 52.21 13.0 3.4 in stories Terex / TEX 10/5 21.59 34.89 61.6 28.6 Elanco Animal Health / ELAN 9/11 27.23 30.67 12.6 13.0 published in 2020. Here’s Group 1 Automotive / GPI 8/3 84.02 131.14 56.5 34.1 SSR Mining / SSRM 6/8 17.96 20.11 12.0 32.0 how those Twitter / TWTR 6/8 34.87 54.15 55.3 18.7 Azek / AZEK 11/30 34.32 38.45 12.0 4.7 stocks fared. Performance Food Group / PFGC 6/8 31.44 47.61 51.4 21.7 Cabot Oil & Gas / COG 2/17 14.80 16.28 11.8 12.9 Crocs / CROX 9/14 41.99 62.66 49.2 32.4 Dollar General / DG 7/20 188.48 210.30 11.8 17.4 Otis Worldwide / OTIS 4/20 46.15 67.55 47.8 32.3 Electronic Arts / EA 10/5 129.07 143.60 11.4 12.6 Graham Holdings / GHC 7/20 362.98 533.38 47.5 26.5 Raytheon Technologies / RTX 4/20 66.07 71.51 10.8 32.3 US Foods Holding / USFD 6/8 23.40 33.31 42.4 21.7 Madison Sq. Garden Sports / MSGS 5/4 167.55 184.10 9.9 46.6 Liberty SiriusXM / LSXMK 5/18 31.44 43.51 40.9 47.5 Zynga / ZNGA 11/2 8.99 9.87 9.8 15.2 Magna International / MGA 8/31 50.67 70.80 40.6 7.7 Intel / INTC 11/16 45.46 49.82 9.6 5.0 AutoNation / AN 8/3 51.34 69.79 35.9 24.6 Coca-Cola / KO 10/26 50.52 54.84 9.4 8.7 Caterpillar / CAT 2/24 137.21 182.02 35.7 14.3 Cheniere Energy / LNG 2/17 54.98 60.03 9.2 12.9 Albertsons / ACI 9/21 13.06 17.58 35.5 24.1 Regis /RGS 11/30 8.43 9.19 9.0 6.6 BULLISH Truist Financial / TFC 9/28 36.17 47.93 33.8 14.4 Magellan Midstream Partners / MMP 6/29 41.15 42.44 8.8 25.9 PICKS: 88 Estée Lauder / EL 8/10 199.99 266.19 33.7 12.8 Cheniere Energy Partners /CQP 6/1 33.74 35.25 8.1 24.6 Liberty Braves Group / BATRK 5/18 18.69 24.88 33.1 58.3 Simon Property Group / SPG 11/23 81.12 85.28 6.8 5.8 PG&E / PCG 7/27 9.36 12.46 33.1 17.7 Taylor Morrison Home / TMHC 8/31 24.29 25.65 5.6 19.1 Goldman Sachs Group / GS 6/15 201.78 263.71 32.2 24.6 Ping An Insurance / 2318.Hong Kong 2 1/2 HK$93.65 HK$95.00 4.9 17.4 Madison Square Garden Ent. / MSGE 5/4 79.68 105.04 31.8 58.0 Comcast / CMCSA 12/21 $50.90 $52.40 2.9 1.9 Parker-Hannifin / PH 11/2 208.36 272.41 31.2 15.2 BlackRock / BLK 12/7 703.47 721.54 2.6 1.6 Workhorse Group / WKHS 7/27 15.15 19.78 30.6 35.3 Dropbox / DBX 5/25 21.67 22.19 2.4 37.3 SoftBank Group / SFTBY 8/24 29.81 38.66 30.1 11.2 Berkshire Hathaway / BRK.A 2/17 340,223.90 347,815.00 2.2 12.9 Hartford Financial Services / HIG 6/1 38.29 48.98 29.9 24.6 Pool Corp. / POOL 12/28 364.73 372.50 2.1 1.5 Take-Two Interactive / TTWO 10/5 160.15 207.79 29.7 12.6 Toll Brothers / TOL 8/31 42.96 43.47 1.4 19.1 Progressive / PGR 6/15 76.60 98.88 29.4 24.6 Sally Beauty Holdings / SBH 7/6 13.08 13.04 -0.3 38.7 Littelfuse / LFUS 11/2 197.94 254.66 28.9 21.7 Merck / MRK 8/17 83.48 81.80 -0.5 12.1 Liberty Broadband / LBRDK 5/18 122.97 158.37 28.8 32.6 Physicians Realty Trust / DOC 10/26 17.91 17.80 -0.6 14.8 Chubb / CB 6/1 121.94 153.92 28.5 24.6 Healthcare Realty Trust / HR 10/26 30.18 29.60 -1.0 14.8 Brunswick / BC 6/22 60.08 76.24 27.8 30.3 Blackbaud / BLKB 7/6 58.64 57.56 -1.8 38.7 Kraft Heinz / KHC 2/7 29.06 34.66 26.2 14.2 CarMax / KMX 8/3 96.97 94.46 -2.6 15.6 TE Connectivity / TEL 11/2 96.88 121.07 25.5 15.2 Community Healthcare Trust / CHCT 10/26 49.07 47.11 -3.1 20.7 CareTrust REIT / CTRE 6/1 18.63 22.18 23.9 42.7 Ford Motor / F 11/30 9.09 8.79 -3.3 3.4 Marriott Vacations Worldwide / VAC 11/6 111.87 137.22 22.7 13.5 Nokia / NOK 7/13 4.12 3.91 -5.1 18.8 Sysco / SYY 6/8 61.59 74.26 22.5 18.7 S&P Global / SPGI 7/20 354.69 328.73 -7.0 17.4 Apollo Global Management / APO 11/9 41.66 48.98 18.9 7.3 eBay / EBAY 10/19 55.83 50.25 -9.7 8.2 Activision Blizzard / ATVI 10/5 78.30 92.85 18.6 12.6 Bank of America / BAC 1/13 34.74 30.31 -10.4 17.1 Wyndham Hotels & Resorts / WH 8/24 50.35 59.44 18.4 21.4 FirstCash / FCFS 2/10 84.95 70.04 -16.2 20.7 MSCI / MSCI 7/20 379.62 446.53 18.1 17.4 AVERAGE: 24.7% 20.4%

Anthem / ANTM 10/30 273.26 321.09 17.8 13.8 1Pre-story price adjusted for Vontier (VNT) spinoff on Oct. 9. 2Prices in local currency; returns in USD.

BEARISH Publication Pre-Story 12/31/2020 Total Benchmark Publication Pre-Story 12/31/2020 Total Benchmark CALLS: 7 Company / Ticker Date Price Price Return Return Company / Ticker Date Price Price Return Return Kandi Technologies Group / KNDI 11/20 $14.41 $6.90 -51.1% 10.9% Bloom Energy / BE 7/27 $16.91 $28.66 69.5% 35.3% Nikola / NKLA 7/27 29.92 15.26 -49.0 17.7 Carvana / CVNA 5/04 $76.00 $239.54 215.2 34.3 Wayfair /W 5/18 173.10 225.81 30.5 32.6 Plug Power / PLUG 7/27 8.52 33.91 298.0 35.3 Ballard Power Systems / BLDP 7/27 15.81 23.40 48.0 25.5 AVERAGE: 80.2% 27.4% 18 BARRON’S January 25, 2021

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Dividend stocks outpaced the broader market INCOME INVESTING in 25 of the 41 five-year rolling periods from 1976 through 2020.

2000s, and the fourth quarter of 2018 ing to the fund managers’ commentary as examples. on the company’s website, adding that 6DividendFundsfor To supplement Arnott’s observa- bank stocks helped as well. tions, Barron’s looked at some of the JPMorgan Equity Income (OI- equity income funds we have written EIX) had a tougher time, with a return about in recent years. of 4.8% over the past 12 months, plac- Long-Term Investors None of these outperformed the ing it in the middle of the pack among S&P 500 over the past 12 months. its peers. Nearly all of them, however, have fin- Under longtime lead manager Clare ished in the top half of their Morning- Hart, the portfolio has placed in the top star category when measured by half of its Morningstar peer group over lthough dividend periods of slow economic growth and three- and five-year returns—and the past three and five years and in the stocks lagged behind sluggish market returns, such as the many have strong performance over top 10% over the past 10 and 15 years. flashier tech stocks early part of the [2000s] and in the even longer periods, as well. “Underperformance was predomi- during the pandemic 1980s, when stagflation dragged down T. Rowe Price Dividend Growth nantly a function of what we don’t own, last year, their “long- market returns,” Arnott pointed out in (PRDGX), which tries to generate in- rather than what we do,” according to A term investment case her Jan. 11 note. come and capital appreciation, has a an assessment of the fund’s fourth- remains solid.” In contrast, dividend stocks trailed one-year return of 12.3%, ranking sec- quarter performance by Hart and one So concludes Amy Arnott, a portfo- the broader market through much of ond among the funds included in the of her colleagues, Jamie Steinhardt. lio strategist at Morningstar, in a re- the 1990s when the tech-stock bubble accompanying table. The managers also pointed out that cent note. A lot of the mutual funds By Lawrence C. was inflating. They “tend to fare worst As of Dec. 31, the portfolio’s top Best Buy (BBY) and Home Depot that specialize in these stocks “really Strauss during more ebullient times, such as sector weighting was technology at (HD) “gave back some of their gains suffered from not having as much tech 1995-99 and the generally strong period 22.2%, followed by health care at [despite] both companies reporting exposure” as others did, Arnott tells from 2016 through 2020,” she wrote. 16.5%, and financials at 12.8%. The double-digit earnings growth.” Barron’s. These equity income funds, Arnott also looked at payout stocks’ fund’s top two holdings were Micro- The fund did benefit from financial Arnott adds, also took a hit, owing to trailing 20-year returns and volatility, soft (MSFT), which yields just 1%, holdings, such as Bank of America. the many dividend cuts and suspen- as measured by standard deviation. and Apple (AAPL), which yields a Actively managed funds aren’t the sions last year as companies tried to The MSCI USA High Dividend Yield mere 0.6%. Nonetheless, Microsoft only option for investors. There are preserve cash. Index had a 20-year annual return of has returned about 36% over the past various ETFs, which typically hew to From Feb. 19 of last year, when the 7.89%, versus 7.49% for the S&P 500. year, dividends included, and Apple an index and don’t have a manager market peaked at what was then a re- That dividend index also was less vol- has gained about 67%. actively buying and selling stocks. cord high, through March 23, the aver- atile over that period, with a standard The Columbia Dividend Income The Vanguard Dividend Appre- age stock dividend fund had a return deviation of 13.23, nearly two percent- fund (GSFTX) has a one-year return ciation ETF (VIG) has a one-year of minus 36.6%, versus minus 33.5% age points better than the broader of 9.2%. A fourth-quarter tailwind for return of 13%, tops among the funds for the S&P 500 index, according to market’s 15.08. the fund was an overweight position included in the table, helped by an Morningstar. The MSCI USA High “Stocks with above-average divi- in bank stocks ,such as Bank of ultralow expense ratio of 0.06%. Dividend Yield Index notched a dends have generally held up rela- America (BAC), which yields 2.2%, The fund, which tries to track the slightly better result, with a gross re- tively well in previous market down- and JPMorgan Chase (JPM), 2.7%. Nasdaq US Dividend Achievers Se- turn of minus 32.6% over that stretch. turns,” Arnott wrote, pointing to the “The segment benefited from the lect Index, recently held 212 stocks, Looking at the full year, the Tech- fourth quarter of 1987, the early quarter’s rotation into value,” accord- with a median market capitalization of nology Select Sector SPDR fund about $158 billion, giving it a large-cap (ticker: XLK), a proxy for large tech- bent. As of Dec. 31, its biggest sector nology companies, returned 43.6% in Beaten but Not Broken weighting was consumer discretionary 2020, well above the S&P 500’s 18.4% Despite recent underperformance, the long-term case for dividend funds “remains solid,” concludes a recent Morn- at 22.8%, followed by industrials at return or the S&P 500 Dividend ingstar note. The funds included here all have placed in the top half of their peer groups over the past three years. 20.8%, and health care at 14.9%. Tech- Aristocrats’8.7%. 1-Year Dividend Net Expense nology clocked in at 12.5%—showing However, Arnott observes, dividend Fund or Index / Ticker Return Yield AUM (bil.) Ratio that a dividend stock fund doesn’t need stocks have acquitted themselves better a big tech overweighting to perform well Columbia Dividend Income / GSFTX 9.2% 1.7% $28.9 0.69% during other challenging periods—per- right now. formance levels they may well return to Franklin Equity Income / FISEX 6.2 2.2 2.8 0.86 “The bottom line is that every down in future rough patches. In fact, divi- JPMorgan Equity Income / OIEIX 4.8 2.3 37.5 0.98 market is different, and dividend-ori- dend shares outpaced the broader mar- ented stocks won’t excel in every one,” T. Rowe Price Dividend Growth / PRDGX 12.3 1.1 18.0 0.63 ket in 25 of the 41 five-year rolling peri- Arnott’s note concluded. “Overall, ods from 1976 through 2020. But as Vanguard Dividend Growth / VDIGX 8.5 1.8 47.4 0.27 though, they tend to hold up a bit bet- with so much else during the pan- Vanguard Dividend Appreciation ETF / VIG 13.0 1.9 53.2 0.06 ter than average during times of mar- demic, 2020 was an aberration for ket turbulence and have generated these issues. S&P 500 16.7 1.5 NA NA attractive risk-adjusted returns over “They’ve typically fared best during Note: Returns as of Jan. 15. NA=Not applicable Sources: Morningstar; Bloomberg; company reports longer periods.” B 20 BARRON’S January 25, 2021 A commission-free trade is only as smart as you are.

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The level of federal debt has soared by roughly THE ECONOMY $15 trillion since the end of 2008, but Americans’ total indebtedness has stayed basically flat.

the federal government’s debt hasn’t 3.4% each year. Those implied odds coincided with an increase in interest are far lower than the implied odds in Why Biden Shouldn’t rates. Instead, interest rates have 2012, and about the same as in 2017-18. fallen precipitously because public The persistent weakness of infla- borrowing hasn’t been sufficient to tion explains why the Fed and other meet the income and savings needs central banks around the world have LettheFederalDebt of households and businesses. felt compelled to lower interest rates If the government was spending too since the late 1980s in an attempt to much money into the economy rela- stoke private borrowing and spending. tive to how much it was taking out That in turn explains why the federal Deter Spending Spree with taxes, the difference would show government is spending far less on up in wide-ranging price increases of debt service now than it was 30 years consumer goods and services. That ago—even though the debt level is so hasn’t happened so far, and in fact much higher now. It all suggests there Federal Reserve officials have been is a great deal of scope to borrow and resident Joe Biden takes whether in infrastructure, pollution frustrated for years by inflation that spend more money without harming office at a time of mo- control, scientific research, education, has been below target. the economy. mentous opportunity. or public health—effectively pay for Similarly, if the Biden administra- On top of all this, borrowing and With vaccinations themselves. A richer society can af- tion’s plans for borrowing and spend- spending on the right things should under way and more ford to carry more debt. ing were excessive, inflation-sensitive also increase the economy’s productive P money heading into While the level of federal debt has assets’ prices would adjust in anticipa- capacity, which would make everyone Americans’ pockets, the soared by some $15 trillion since the tion. But sophisticated investors don’t better off and further reduce the risk U.S. economy is set up to boom in the end of 2008, Americans’ total indebt- seem worried about inflation at all, of excessive consumer price increases. next few years, potentially boosted by edness has not—even with the pan- even if they are less concerned about Consider that in August 2007— pandemic-induced productivity gains. By Matthew C. demic. Rising government borrowing deflation than they were back in just before the global financial crisis— But America also faces significant Klein has been offset by a much larger econ- March. economists at the Congressional challenges in the decade ahead— omy and by lower levels of private The prices of most commodities— Budget Office expected that the U.S. whether it’s shifting to renewable- debt. Thus, while the ratio of federal including copper, silver, oil, wheat, and economy could sustainably grow about energy resources to reduce carbon debt to gross domestic product has cotton—remain far lower than 10 years 2.6% each year, at least through the end emissions, reviving the manufacturing risen from about 50% to over 100%, ago. And the prices of inflation options of 2017. Had that happened, the U.S. base, or confronting an increasingly the ratio of private debt has dropped imply only a 1-in-5 chance that the economy would have been 12% bigger aggressive China—and meeting them from about 290% to about 240% over consumer price index will rise more than it was. That gap represents a tre- will probably require substantial pub- the same period, leaving overall indebt- than 3% each year over the next five mendous loss of income and wealth. lic investment. edness roughly unchanged. years, on average, and only a 10% Rather than acknowledge the mag- Trillions of dollars of additional This is why the massive increase in chance that prices will rise more than nitude of the financial crisis, though, government spending will probably be the CBO concluded that its pre-crisis needed. And Congress and the Biden forecast was simply too optimistic. For administration should do everything Debt Perspectives nearly a decade, the CBO continuously they can to address those challenges, Theinterestcostsonfederalgovernmentdebtarewellbelowthepeakyearsinthe1980sand1990s, downgraded its estimate of the Ameri- even if it means adding trillions more whileoverallnationalindebtednesshasremainedflatthankstoprivatedeleveraging,evenafterasurge can economy’s potential—until the to the U.S.’s $21 trillion debt load. in federal borrowing to combat the financial crisis and pandemic. Trump administration and Congress Yes, those eager to object to the new ignored the estimates and decided to Federal government net interest payments U.S. debts as a share of national income president’s agenda are correct that the relative to gross domestic product cut taxes and boost spending. ratio of debt to national income is al- The resulting uptick in investment 5% 400% Private nonfinantial sectors ready higher than at any point since Paul Volcker becomes was modest, but it was enough that, by World War II. But that’s not an argu- Fed chairman Domestic finantial sectors the eve of the pandemic, the CBO had 4 ment against spending much more. 300 Federal government concluded that the U.S. had more room Instead, there are two compelling U.S. enters WW II to grow than it had previously be- reasons to deficit-spend at a vast scale. 3 lieved. The accelerating economy low- First, market signals suggest that pub- 200 ered total U.S. indebtedness from the lic borrowing has been far too low to 2 end of 2016 to the end of 2019 even as meet the private sector’s needs for a the federal budget deficit rose. 300 long time, which means that addi- 1 Already, the CBO is forecasting a tional federal debt would be helpful permanent loss in income due to the for savers both at home and abroad. coronavirus. That would be a disaster, Current spending plans don’t seem to 0 0 but the upshot for the new adminis- be altering this basic reality. Second, 1930 ’40 ’50 ’60 ’70 ’80 ’90 2000 ’10 ’20 1952 ’60 ’70 ’80 ’90 2000 ’10 ’20 tration is that it can be prevented investments that boost growth— Sources: Federal Reserve Board; Bureau of Economic Analysis; Barron’s calculations with enough money and focus now. B 22 BARRON’S January 25, 2021

Rupal J. Bhansali’s Picks Company /Ticker Price 1/8/21 Snam / SRG.Italy €4.65 Munich Re / MUV2.Germany 242.60 Telefônica Brasil /VIV $8.36 Philip Morris International /PM 83.09 Microsoft /MSFT 219.62

Source: Bloomberg January 25, 2021 BARRON’S 23 2021 BARRON’S ROUNDTABLE WEEK 2 28 PICKS TO BEAT THE MARKET

By LAUREN R. RUBLIN

Rupal J. Bhansali, Scott Black, MarioGabelli,andSonalDesai

Illustrations by HELEN GREEN sharetheirtopinvestmentideas 24 BARRON’S January 25, 2021 January 25, 2021 BARRON’S 25

Barron’s: Rupal, what investment highly rated. I see the stock as more of call telecom companies the new con- ideas have you brought us today? a single or double than a home run. It sumer staples. I was intrigued by Bill Rupal Bhansali: Given my negative 2021 Roundtable provides ballast in turbulent times and Priest’s T-Mobile US [TMUS] recom- market outlook, I believe we need to offers steady income with steady mendation [in 2021’s first Roundtable be much more defensive in our in- Panelists growth. installment], but T-Mobile’s balance vestment exposure this year. Divi- I like companies with strong bal- sheet scares me. The company has a dend yields will become a bigger ance sheets and an outlook deter- lot of debt. I am recommending a dif- source of total returns in the stock Todd Ahlsten mined more by self-help than quanti- ferent telecom—one with a far stron- I tative easing, stimulus spending, tax ger balance sheet, in a country that market, especially given the low level CIO and lead portfolio manager, has also seen consolidation of its tele- of interest rates and bond yields. You Parnassus Core Equity rates, or other macroeconomic trends, can find stocks today that yield more or the coming of a Covid vaccine. I com market. The country is Brazil, Parnassus Investments than high-yield bonds—and dividend want to have a portfolio that will per- and the company is Telefônica Bra- yields can grow, whereas fixed-in- San Francisco form, no matter what. My second idea sil [VIV], the leading player in Brazil’s In America, it was a week of momen- come yields can’t. in Europe is Munich Re [MUV2.Ger- wireless market, with 77 million sub- tous change, as one president’s term I have five picks. All are uncorre- James Anderson many], one of the world’s leading rein- scribers and about a 32% market ended and another’s began. But on lated with the broad stock market. Nor Partner and head of Global Equities surance companies. It is well capital- share. Brazil’s telecom sector is going Wall Street, it was business as usual: do I want a single theme cascading Baillie Gifford ized, with a solvency ratio of 200%. through an in-market consolidation, which is beneficial in any industry The stock market hit another high, through my holdings, because then it Edinburgh One thing people haven’t realized is and the biggest tech stocks continued becomes a binary bet. that the reinsurance industry is a big with high fixed costs, where scale is to soar. Small wonder that many I mentioned the attractiveness of RupalJ.Bhansali beneficiary of climate change. One of an advantage. investors now decry a dearth of European stocks this morning. My first the biggest adverse impacts of climate More important, Brazil’s regula- bargains—except for those who still pick is Snam [SRG.Italy], a utility that CIO and portfolio manager change is the increase in natural catas- tory framework is improving. Regu- International & Global Equities think Tesla is cheap at 200 times isn’t well known in the U.S. Utility trophes, which reinsurance compa- lators have taken an enlightened earnings, and those who know how stocks have done well here as income Ariel Investments nies tend to reinsure. In the first 50 view: If you create too much competi- to spot genuine deals. proxies. That isn’t the case interna- New York years of the 20th century, the world tion and don’t allow incumbents to The members of the Barron’s Round- tionally. Snam is a regulated gas- had, on average, about 20 natural ca- make money, it prevents them from table belong to the second group, as transmission utility based in Italy, Scott Black tastrophes a year. In the past 10 to 20 investing. Through a merger, four you’ll see from this week’s Roundtable which is increasingly becoming the Founder and president years, we’ve been averaging about 300 players will be reduced to three. Reg- ulators also have allowed the top two installment, which highlights 28 invest- gas-storage and transmission hub of Delphi Management to 350 natural catastrophes a year. Not ment recommendations from Rupal J. Europe. Historically, Europe has pro- only is the frequency rising, but the players—TIM Brasil, a subsidiary of Boston Bhansali, of Ariel Investments; Scott cured most of its gas from Russia, but severity is far greater. Telecom Italia [TIT.Italy], and Vivo, Black, of Delphi Management; Mario its dependence on Russia has been a The reinsurance market is oligopo- Telefônica Brasil’s wireless unit—to Gabelli, the boss at Gamco Investors; source of concern. Snam is the solu- Abby Joseph Cohen listic, with few players. From time to share networks, which enables them and Sonal Desai, chief investment tion. Snam needs to invest billions of Advisory director and senior time, new entrants dabble in the mar- to reduce capital spending. officer of Franklin Templeton Fixed euros to create a gas-pipeline infra- investment strategist ket via sidecars, thinking it is a low- to Telefônica Brasil has an AAA-rated Income. Their picks range from the structure, so a low-single digit rate of Goldman Sachs no-risk investment, but last year, they balance sheet, remarkable in a world familiar—like Microsoft (ticker: revenue growth is assured. Returns on New York lost their shirts as unexpected losses where companies are gorging on debt. MSFT) and Northrop Grumman this investment spend are also guaran- mounted. That will reduce the appe- The headline dividend yield screens at (NOC)—to the obscure—Hyster-Yale teed, because it is a regulated utility. Sonal Desai tite for new entrants, so the incum- only 1% to 2%, but Brasil confers a tax Materials Handling (HY), anyone? Despite these attributes, there is a CIO and portfolio manager bents are likely to be writing most of advantage on what it calls a return on capital, which is a dividend, as we But all of them share several character- growing concern that the business Franklin Templeton Fixed Income the business. istics: They trade at relatively cheap of transporting gas is going to be up- Munich Re is one of the most pru- would understand it. As a conse- San Mateo, Calif. valuations, and could be worth more, ended by renewable energy. I believe dent, conservative underwriters in quence, the effective yield is 7.5%. maybe much more, as operations and this overhang is unwarranted. the world. It tends to have good loss- Finally, in my view, the Brazilian real business conditions improve. That Renewable energy is an incremental Henry Ellenbogen reserve ratios. Investors get exposure to is undervalued. As I said this morn- many sport tantalizing yields only source of energy, but it won’t replace CIO and managing partner an industry with both secular and cy- ing, the dollar is more likely to depre- makes them more inviting. gas-fired power plants anytime soon. Durable Capital Partners clical tailwinds, as the market typically ciate, and international currencies are When this year’s Roundtable met Could gas transmission become a Chevy Chase, Md. hardens [premiums rise as reinsurance more likely to appreciate. For a dollar- on Jan. 11 and Jan. 12 on Zoom, our 10 stranded asset 25 years from now? demand exceeds supply] after a big loss based investor, owning a nondollar- panelists forecast a snappy rebound Possibly, but it is premature to think Mario Gabelli year like 2020. Should interest rates go denominated asset like Telefônica Brasil could enable you to make for the U.S. economy after last year’s about pricing that in now. In fact, gas Chairman and CEO up—and I’m not predicting they will, grim, pandemic-fueled recession. But pipelines are being constructed in a but that looks to be the tendency—that money in two ways: capital apprecia- Gamco Investors the group, whose big-picture views way that will enable them to be retro- is an added bonus for the company’s tion and currency appreciation. were featured in last week’s issue, fitted to transport hydrogen, the next- Greenwich, Conn. investment returns. Munich Re has a predicted merely muted gains for the generation renewable energy source. 4% dividend yield, lower than some of Bill, are you worried about sial and may not play well from a Scott Black’s Picks Everyone views nicotine as harm- broad market, not to mention bonds, William Priest my other ideas. If the market has a 10% T-Mobile’s debt? headline basis, but is an example of an Company /Ticker Price 1/8/21 ful, but it isn’t harmful in and of itself. given 2020’s exuberant rally and What does Snam trade for? Executive chairman and co-CIO to 20% pullback, I would look to aver- William Priest: T-Mobile has a lot of investment opportunity that could It causes harm when you burn it—that AdvanSix /ASIX $22.11 the past 11 years’ cumulative gains. Bhansali: The stock has been trading Epoch Investment Partners age down [buy more at lower prices]. debt stemming from its acquisition of provide idiosyncratic alpha [excess is, light a cigarette. I am not condon- Sprint. But significant cost savings will return, relative to the broad stock mar- Kimball Electronics /KE 17.11 ing smoking, but there are more than (Could that explain the profusion of around 4.60 euros. [Snam also trades New York At a recent price of €242, the stock is a tulips on Mario’s desk?) in the U.S. under the ticker SNMRY.] It good value. And, it is uncorrelated with come out of this merger. T-Mobile also ket]. The stock is Philip Morris In- Westlake Chemical Partners /WLKP 21.99 one billion chain smokers in the world Read on for an edited version of the has a price/earnings multiple in the low Meryl Witmer my other stock picks. has a pricing advantage as we get into ternational [PM], the international D.R. Horton /DHI 66.96 today, and they need help in reducing stock- and bond-picking conversation. teens, with a dividend yield of 5.5%. the deployment of 5G opportunities. arm of the old Philip Morris, which Magna International /MGA 75.85 the adverse effects on their health General partner The debt is high, but I don’t expect split into the U.S. arm, Altria Group from smoking. In next week’s final Roundtable pack- The company has a higher level of debt What is your next idea? Northrop Grumman / NOC 288.33 age, you’ll hear from the rest of our compared to my other picks, but be- Eagle Capital Partners Bhansali: Telecom is one of my favor- that paying it down will be a problem. [MO], and Philip Morris International, In years past, pharmaceutical com- savvy crew. cause it is a regulated utility, its debt is New York ite sectors. Perhaps you’ve heard me Courtesy of Northrop Grumman Bhansali: My next stock is controver- run out of Switzerland. Source: Bloomberg panies came up with nicotine patches 26 BARRON’S January 25, 2021 and gum to help such smokers stop might not know. Meanwhile, Micro- software. But Microsoft is beefing up Xbox and will be played on Micro- smoking. These products were even soft has been sitting right under my its own CRM business, Microsoft Dy- soft’s streaming platform. approved by the Food and Drug Ad- nose. We have owned the stock for namics 365. In most businesses, Micro- ministration, but failed to gain market almost a decade. It is the poster child soft hasn’t been first to the party, but it Microsoft is a $1.7 trillion-in-mar- acceptance because they didn’t deliver for everything right with technology catches up rapidly. I expect that to hap- ket-cap company. Can videogames a similar experience to smoking. companies, whether it’s SaaS [soft- pen in the CRM space. Dynamics 365 really move the needle at this point? Philip Morris International has come ware as a service] business models or is a plug-and-play module that works Bhansali: I gave you several growth up with a product called IQOS—an productivity enhancement. You might much faster and seamlessly out of the drivers, not just one. Sometimes, we electronic device that heats tobacco wonder what is left to squeeze out of gate than alternatives. It is another think of trillion-dollar companies as just enough to release nicotine vapors, this name after a near-tenfold increase opportunity that isn’t well understood. being mature and devoid of opportuni- but not enough to burn the tobacco. in market value in the past nine years. Finally, [Microsoft’s] LinkedIn is the ties. All of these are blockbuster oppor- The letters are thought to stand for A number of things aren’t yet fully only B2B [business to business] social tunities. And, unlike the Teslas [TSLA] I quit original smoking. priced into the stock. network, and that means advertisers of the market, Microsoft sells for a rela- Philip Morris has converted about 10 Microsoft is trading for roughly 25 can do microtargeting, which is ex- tively modest multiple of future earn- million smokers to IQOS. The company times June 2023 earnings. The com- tremely valuable. While the user en- ings, and has net cash on its balance spent more than $6 billion on research pany nets more than $50 billion of gagement might not seem like much, sheet and recurring revenue streams. and development and clinical trials for profit every year, and earnings can LinkedIn is coming up on a billion us- We spent a lot of time this morning the product, and leading health-care grow by double digits in coming years. ers. Today, graduating students from discussing the economic outlook for bodies around the world have approved The biggest opportunity is Azure, Mi- any walk of life make sure their profile increased productivity. Microsoft’s goal it as lowering the risk of consuming crosoft’s hybrid public/private cloud goes on LinkedIn. This marks an inflec- is to improve the productivity of enter- nicotine. In fact, clinical data show a service. Amazon Web Services, in con- tion point, and speaks to the power of prises and their employees. dramatic reduction of risk of 90%-plus, trast, operates only a public cloud. For the platform in the professional world. a game changer for chain smokers. most large companies, particularly in Priest: We have a large holding in You recommended China Mobile Sales fell last year because of Covid, financial services and health care, data Microsoft, but three things concern [CHL] at several past Roundtables. but we expect them to pick up again. privacy is very important, and it is go- me. They have a latency problem with The Trump administration put the By 2025, Philip Morris hopes to gener- ing to become even more so. In order to their cloud. AWS has a faster cloud. In company on its sanctions list be- ate 40% of its revenue from IQOS. We have control over data, sometimes even the gaming world, Fortnite is going to cause of its ties to China’s military. expect the company to earn $10 billion physical control in a particular juris- dominate. And, Salesforce.com re- What should investors do now? to $11 billion this year, and it will dis- diction, you need to have a private cently purchased Slack and plans to Bhansali: My fundamental bullish view tribute the majority of its earnings in cloud. Microsoft’s Azure is the only establish its own rival to Microsoft on China Mobile’s business prospects dividends. The stock yields about scaled player that offers a private and Teams. It seems some things are mov- and undervalued stock hasn’t changed, 5.5%, and the P/E multiple is around a public cloud. While Azure has done ing away from Microsoft. but it’s an academic question now that 15. Admittedly, this isn’t a mainstream extremely well, it is probably in the Bhansali: The public cloud is faster the U.S. government has issued an exec- investment idea, as tobacco stocks are third inning of a nine-inning story. because it doesn’t have the same secu- utive order that prevents U.S. persons considered sin stocks, but I believe rity firewalls as the private cloud. from buying the stock after Jan. 11, 2021, we’re better off encouraging compa- What else isn’t priced in? More controls mean that it will take and compels them to sell any existing nies to invent a product that signifi- Bhansali: Another vector of opportu- slightly longer to access data. Regard- holdings by Nov. 11, 2021. Obviously, we cantly lowers the risk of consuming nity is videogaming. Microsoft owns ing Teams, it’s the incumbent tool, will abide by the law. nicotine and secondhand smoke. Xbox, which has overtaken Sony’s so Salesforce is unlikely to upend it. [SNE] PlayStation in popularity. Now, And, yes, Fortnite is a spectacular Thank you, Rupal. Scott, you’re next. Can Philip Morris sell IQOS di- Microsoft is on its way to becoming the success story, but it was played on the Scott Black: We look for companies rectly in the U.S., or must it sell Netflix [NFLX] of gaming. Just as we likely to have rising sales and earnings the product through Altria? stream media content, Microsoft‘s this year, strong balance sheets, and Bhansali: It has a distribution ar- xCloud will stream videogames. The sustainable cash positions, and that rangement in the U.S. with Altria, but next generation of games won’t require generate free cash flow. As value the vast majority of the opportunity is consoles. Gamers want subscription- investors, we like low P/E ratios. in international markets, where it sells based streaming models because “Microsoft owns Xbox, I build my own earnings models. directly. Japan is one of its biggest and games are quite expensive. Microsoft My first pick is AdvanSix [ASIX], most successful markets for IQOS. has a library of games and produces its which has overtaken Sony’s a chemical company spun out of Priest: China has always had an issue own content. What’s more, Nintendo Honeywell International [HON] in with foreign-based tobacco compa- [NTDOY] and PlayStation have agreed PlayStation in popularity. October 2016. It has three manufactur- nies. Is that a problem for IQOS? Sec- to let their games be hosted on Micro- Now, Microsoft is on its way ing sites in the U.S. AdvanSix makes ondly, what do people who use IQOS soft’s xCloud, so it is likely to become an array of chemicals and ammonium like about the product, other than the the dominant platform for consumers. to becoming the Netflix sulfate fertilizer. It could generate fact that it’s healthier than smoking? Microsoft 365 (which includes Office about $1.23 billion of revenue this year, Bhansali: China’s tobacco market is a 365 and Windows 10) is yet another of gaming. Just as we stream up 11%. Pretax income will be about national monopoly. The government growth vector. Office 365 has a lot of $81 million. Taxed at 25%, that’s $60.8 owns it, so the market isn’t open for traction, as we all use Outlook, Power- media content, Microsoft‘s million in net income, or $2.16 a share. private companies. But there is a large Point, Word, and Excel. But Windows, The stock trades for $22.11, or 10.2 opportunity outside China. As for the underlying , hasn’t xCloud will stream times expected earnings and 1.47 times IQOS users, unlike nicotine patches or yet seen the same traction and growth videogames.” book value. The market cap is only $621 million. There is no dividend. gums, this product gives them an ap- rate. Again, the best is yet to come. Rupal J. Bhansali proximate sensation of smoking. That So far, Salesforce.com [CRM] Return on equity is about 13%; return is why adoption has been high. has been the unchallenged leader in on total capital, 9%. I try to discuss stocks that readers customer-relationship management We estimate that AdvanSix will gen- January 25, 2021 BARRON’S 27 erate free cash flow of about $46 mil- cap is $774 million. Westlake is a lim- equity ratio of 0.37. To summarize, lion this year. It has roughly $313 mil- ited partnership. It pays an annual Westlake Chemical Partners offers lion of debt, and another $112 million in dividend of $1.89, for an 8.6% yield. a rich yield. It has a strong balance lines of credit. Net debt to Ebitda [earn- The company has production capacity sheet and a deep-pocketed parent, and ings before interest, taxes, depreciation, of 3.72 million pounds of ethylene. It the potential for capital appreciation. and amortization] is 3.1 times, but they provides ethylene to Westlake Chemi- are targeting a 2.5 ratio. cal. It is guaranteed a certain price, Do you expect small-caps, in AdvanSix’s main addressable mar- regardless of the price of its feedstock general, to rebound this year? ket is building and construction. The or the market price for the chemical. Last year was great for large-caps. next-biggest market is fertilizer, and the We expect Westlake to have $1.25 Black: Contrary to what people third is acetone, used in paints and billion in revenue this year, and oper- Mario Gabelli’s Picks thought, small- and mid-cap growth adhesives in the auto industry. The ating income of $347 million. Interest stocks outperformed the S&P 500 last company has strong internal cost con- expense will be $10 million; the debt Company /Ticker Price 1/8/21 year. The Russell 2000 Growth index trols, and creates a formal five-year is owed to the parent company, which NextEra Energy Partners /NEP $79.76 returned 34.6%; the Russell 2500 strategic plan to address strengths, still owns 77.2% of the partnership. Avangrid /AGR 46.97 Growth index returned 40.5%. That weaknesses, opportunities, and threats. Earnings available to other sharehold- GCPAppliedTechnologies/ GCP 25.47 compares with the S&P’s total return This isn’t a glamorous industry. The ers, like me, will total $77 million, or of 18.4%. The multiples on the growth Hyster-Yale Materials Handling /HY 65.98 company isn’t a disruptor. But it has $2.19 a share, up from $1.97 for 2020. indexes are astronomical: The Russell /DTE.Germany €15.20 rising earnings and a cheap stock. Return on equity is an impressive Deutsche Telekom 2000 Growth trades for 34 times for- 27%. Westlake Chemical Partners is Genuine Parts / GPC $103.34 ward earnings and 2500 Growth is at We can’t argue with that. trading for 10 times expected earn- MadisonSquareGardenSports/MSGS 182.54 38.5 times forward earnings. The S&P Black: We own a lot of technology ings. Investors needn’t worry about LibertyBravesGroup/BATRA 26.25 500 has a P/E of 23. companies, but many stocks have the solvency of Westlake Chemical, Fox /FOX 29.62 My next pick, home builder D.R. gone up sharply. Kimball Electron- which takes 100% of the partnership’s Horton [DHI], has a market capital- Sinclair Broadcast Group / SBGI 32.49 ics [KE] is under the radar. The stock output. It will have about $8.2 billion ization of $24.4 billion. The stock is $17.11, and the market cap is $433 of revenue this year, and $3.25 a share GAN / GAN 21.71 closed on Friday [Jan. 8] at $66.96. million, with no dividend. Kimball is in earnings. It has a low net debt-to- Source: Bloomberg Horton pays an annual dividend of 80 a global provider of electronic manu- cents a share and yields 1.2%. The com- facturing services. It offers engineer- pany is based in Arlington, Texas, and ing and supply-chain support for the is the largest home builder in the U.S. automotive, medical, industrial, and In fiscal 2020, it delivered 65,388 new public-safety markets. It also makes homes, and has guided for 77,000 to nonelectrical components. The com- 80,000 this year. My earnings model pany has a June fiscal year. We expect is based on the midpoint: 78,500. Their revenue to grow 8% this year, to $1.3 average home price last year was billion, yielding operating income of $299,100. Assuming 3% price inflation, $58 million to $61 million. Interest we see $24.19 billion of home-building expense is only $3.3 million. We see revenue this fiscal year, ending in Sep- pretax income of $54.8 million to tember. With financial services, total $57.8 million, and $1.77 to $1.87 in revenue will come to nearly $25 billion. earnings per share, with the midpoint We calculate pretax profit at $3.8 bil- at $1.82. On a calendar-year basis, lion, up from $3 billion last year, based Kimball could earn $1.95, giving the on more homes built, operating lever- stock an 8.8 P/E multiple, and a mul- age, and higher gross margins. Horton tiple of 1.08 times book value. The could net $2.92 billion, or $8.01 a share. company will earn an 11.5% return Return on equity should be about on equity, and has almost no debt. 22.4%. Net debt to equity is only 10%. Free cash flow could total $35 million Horton generated $1.13 billion in free this year. cash last fiscal year. The revenue mix is about 38% auto- With mortgage rates as low as mobiles, 33% medical, 23% industrial, 2.87%, Horton has the wind at its and 6% other. Philips [PHG] accounts back. The Horton brand, designed for for 16% of revenue, and Michigan- move-up buyers, accounts for 66% of based Nexteer Automotive Group revenue. Express, for entry-level buy- [1316.Hong Kong], 14%. The business ers, contributes 28%. Emerald, for is sticky; 30 customers account for high-end buyers, is 3%, as is Freedom, almost 80% of revenue, and have been which targets downsizers. Horton customers for more than 10 years. operates in 88 markets in 29 states, Kimball has 11 manufacturing facilities and is No. 1, 2, or 3 in most of its mar- around the world. kets. The company knows, down to Next, Westlake Chemical Part- the individual house, how profitable ners [WLKP] will appeal to investors it is. It wants to grow revenue by 10% looking for yield. It was spun out of to 15% per annum for the next three Westlake Chemical [WLK] in 2014. to five years, with earnings growing at It trades for $21.99, and the market an even faster rate. You’re paying 8.4 28 BARRON’S January 25, 2021 times earnings for a company that earns well over 20% on book value. Horton has a five-year inventory of lots; it owns 30% outright and has a call option on the other 70%.

Have you another pick, Scott? Black: Magna International [MGA] trades for $75.85. It has a $23.7 billion market cap and pays a dividend of $1.60 a share, yielding 2.1%. It is the third- largest auto original equipment manu- facturer, or OEM, in the world. It has four divisions: Body exteriors and structures accounts for 42% of revenue, power and vision is 29%, seating is 14%, and complete vehicles is the rest. I estimate revenue of $38 billion this year, and Ebit [earnings before interest and taxes] of $2.85 billion. We get pre- tax profits of $2.75 billion, and net in- come of $2.02 billion, or $6.75 a share. Return on equity is 18%, and the P/E is 11.2. We expect Magna to generate $1.5 billion to $2 billion of free cash flow this year. Magna doesn’t see the growth of electric vehicles as a big threat to its business because the power-train por- tion of traditional vehicles is under 10% of revenue. The company works with EV companies, although not with Tesla. Its customer roster has been steady in recent years, with Gen- eral Motors [GM] contributing 15% of revenue; Ford Motor [F], 13%; and BMW [BMW.Germany], 14%. Auto companies expect OEMs to cut their prices by 1% to 3% a year, and Magna complies, but has to improve its manufacturing efficien- cies to compensate. Bhansali: If Apple [AAPL] moves into the EV industry, as seems likely, this could be an opportunity for Magna. Black: I agree. So far, it appears that Apple will team up with Hyundai Motor [005380.Korea]. My last recommendation is Nor- throp Grumman. The stock is trading for $288.33, and the market cap is $48 billion—big for Delphi. The company pays a $5.80 dividend, for a yield of 2%. Northrop is a major aerospace and the ground-based strategic deterrent, $4.69 billion to $4.83 billion. Taxed at Sonal Desai’s Picks defense manufacturer, based in Falls which will replace the Minuteman III 16.5%, that’s net income of $3.92 billion Fund /Ticker Price 1/8/21 Church, Va. Its core competencies are program, an intercontinental ballistic to $4.03 billion, or about $24.50 a Matthews Asia Growth /MPACX $41.25 strategic deterrence, stealth, and cyber. missile system. share. Return on equity is 33.4%, and /GLD 173.34 The company has four divisions: Aero- For last year, Northrop should post return on total capital, about 18.5%. At SPDR Gold Shares nautics is 32% of revenue; defense sys- $35.85 billion of revenue. That’s after 11.8 times expected earnings, this stock Payden Emerging Markets Bond /PYEWX 13.83 tems, 20%; mission systems, 28%; and the planned sale of its federal IT and is dirt cheap. Northrop generates more Franklin High Income /FVHIX 1.88 space, 24%. Among their major pro- mission-support services business for than $2.5 billion of free cash flow, year Franklin Federal Tax-Free Income /FAFTX 12.31 grams is Skyborg, which combines AI $3.4 billion. After deducting interest after year, and this year it could exceed Franklin High Yield Tax-Free Income /FHYVX 10.44 integration with UAV [unmanned aer- expense of $590 million and adjusting $3 billion. ial vehicle] combat systems, and for other items, we get pretax profits of The U.S. government accounts for Source: Bloomberg January 25, 2021 BARRON’S 29

83% of revenue, and sales to non-U.S. products used in residential roofing. Gabelli: Battery and hybrid electric military services are 15%. The company The company should benefit from vehicles should account for about 170 has an $81.3 billion backlog, which rep- infrastructure spending on roads, million cars in the world by 2030. At resents more than two years of future bridges, and inland waterways. The “Madison Square Garden Sports that time, the automotive population revenue. In the most recent quarter, the stock sells for $25; there are 73 million should be around 1.4 billion vehicles. book-to-bill ratio was 2.2. Northrop shares, and the market capitalization is owns the New York Knicks and They will consume fewer engine parts offers stability and earnings growth, $1.8 billion. The company has about per car, but the existing base will and it is focused on areas that are a pri- $120 million in net cash. GCP will earn the New York Rangers. At some remain quite fertile for the sale of ority of the U.S. Department of Defense. $1 a share on $975 million in revenue point, Jimmy [Dolan, MSGS’ replacement parts. in 2022, with chemicals about $555 Finally, I want to put down a lot of Thanks, Scott. Mario, are you million and building products, $420 executive chairman] has to bets on the gaming business. I can play ready to share your ideas? million. Activist Starboard Value has it by owning sports teams, media com- Mario Gabelli: Yes. I’m going to talk added directors and controls the board. figure out what he wants to do panies, and companies that supply the about clusters of stocks. One theme is Infrastructure spending should bol- iGaming infrastructure. Sports teams “love our planet,” or companies focused ster demand for forklift trucks. Hyster- with MSGS. We believe there will get fees from online gambling, on climate change and sustainability. I’ll Yale Materials Handling, based in which is growing. Madison Square echo Bill’s recommendation [in the first Cleveland, sells forklifts and aftermar- would be (and are) buyers Garden Sports [MSGS] sells for about Roundtable installment] of NextEra ket parts. The stock sells for $66, and for the New York Knicks.” $180 a share. There are 24 million Energy Partners [NEP]. James Robo there are around 16.8 million shares, shares; 20 million are nonvoting. The Mario Gabelli [the chairman and CEO] has done a of which 13 million are common shares, Dolan family owns the four million fabulous job of creating that investment and 3.9 million are Class B shares with shares of voting stock. MSGS owns the vehicle, or “yieldco,” which develops, 10 votes per share. The CEO and his New York Knicks and the New York owns, and manages onshore wind and family own 3.3 million, or 85% of the Rangers. At some point, Jimmy [Dolan, solar projects. The stock trades for $80; Class B voting shares. MSGS’ executive chairman] has to fig- there are 175 million shares, including Hyster-Yale will earn $6.10 a share ing euro. The stock pays 60 euro ure out what he wants to do with 60% owned by NextEra Energy in two years, up from $2.10 this year. cents, for a 3.9% current return. MSGS. We believe there would be (and [NEE]. The entire environmental eco- Aside from earnings increases, I am Switching gears, about 40 million are) buyers for the New York Knicks. system is going to get enormous atten- interested in Hyster-Yale, as it has used cars are sold in the U.S. every I also like Liberty Braves Group tion from investors. NEP is expected spent $200 million over the past five or year. Genuine Parts [GPC] sells auto- [BATRA]. The stock is $25, and there to grow its $2.38-per-share annual six years to develop its own hydrogen motive replacement parts under the are 60 million shares outstanding. distribution to $4.15 by year-end 2024. fuel-cell technology. At the last Hyster- NAPA brand for the more than one- Liberty Braves, better known as the Avangrid [AGR], an energy and Yale investor meeting, I asked, “Why quarter billion vehicles on the road in Atlanta Braves, is controlled by John utility company, is another love-the- not monetize your hydrogen-cell opera- the U.S. and over one billion world- Malone’s Liberty Media through an- planet play. It trades for $47, and tion?” Since then, Plug Power [PLUG] wide. The stock is trading around other Liberty entity, Formula One has 309 million shares; Iberdrola shares rose from $4 to more than $60 $100, the market cap is $15 billion, and Group [FWONK]. At some point, [IBE.Spain], the Spanish utility and in the past year because investors are the company has $2 billion of debt. In Liberty Braves, which is a tracking another of my favorite stocks, owns viewing hydrogen as an alternative the U.S., about 80% of auto-parts sales stock, will be sold. We estimate that 260 million shares. Avangrid an- energy source. Plug sold $1.5 billion are for do-it-yourself repairs, and 20% it will go for $45 a share. nounced in October that it plans to of shares to South Korea–based SK are do-it-for-me. Business was sluggish Next, Fox [FOX] is $30 a share. acquire PNM Resources [PNM], Group, and that stock now has a mar- in 2020 because of the absence of do-it- [Fox and Barron’s parent News Corp which we also own. Iberdrola under- ket cap of $25 billion. Hyster-Yale is for-me work. Also, the company’s in- (NWS) share common ownership.] stands the renewables world and is having its next investor day in May. ternational operations have suffered FOX Bet has a valuable partnership well positioned in the U.S. I have sug- The stock could double in the next two from Covid-related lockdowns. When with Flutter Entertainment gested that the company spin out a years, assuming that Nuvera, the hy- lockdowns end in Europe, and there [FLTR.UK], which controls FanDuel, a portion of Avangrid’s renewables drogen business, becomes profitable. is renewed growth in the company’s gaming company. Fox also has a sports business as a yieldco, similar to Next- Australia/New Zealand operations, network, and owns Fox News. Adver- Era Energy’s spinout of NextEra What else appeals to you? demand could surge for auto parts tising spending on TV will pick up Energy Partners, and thereby create Gabelli: Deutsche Telekom and repairs. with a consumer-led economic recov- a higher valuation. The PNM deal [DTE.Germany] is trading for €15. If Genuine Parts should have $18 ery, and Fox will benefit. Contracts will add significantly to Avangrid’s you back out the company’s stake in billion in revenue this year, with $6 with the NFL and other sports leagues revenue and Ebitda, and you’ll get a T-Mobile US, and associated debt, billion coming from Motion Indus- will be renewed, but at a higher cost. decent dividend. Avangrid’s current you’re getting the German and Euro- tries, its industrial-parts distribution Fox has about 600 million shares, return is 3.85%. pean telecom companies for €3. The business. In the next four years, there including 257 million voting shares. Our revenue estimate for 2022, in- operating company, ex-TMUS, could will be a surge in cars in the four- to I recommend buying the voting stock, cluding PNM, is $8.9 billion, and our earn 65 euro cents in 2021, going to eight-year-old bracket and a cyclical as it sells for about the same price as earnings-per-share estimate is $2.60, 95 euro cents in 2022. In addition, recovery at Motion. The company the nonvoting shares. Buy the shares after allowing for the sale of shares to Deutsche Telekom has the option of could earn close to $7 a share by 2023, based on the benefits of online sports finance the PNM acquisition. buying an additional 101.5 million with earnings growing about 9% a betting, coupled with a good sports and shares—an additional 8.2% stake—in year thereafter. Unfortunately, they local business. I estimate revenue for What else do you like? T-Mobile US from SoftBank Group pay a big dividend [$3.16 a share], the fiscal year ending on June 30 of Gabelli: GCP Applied Technolo- [9984.Japan]. It is an interesting way which I don’t like, because taxes on $12.4 billion, going to $13 billion in gies’ [GCP] main product lines are to play the postpandemic recovery dividends are likely to rise. fiscal 2022, and earnings per share of cement and concrete additives. They story in Germany and continued $2.45, climbing to $2.65 in fiscal 2022. also have a smaller waterproofing- momentum of T-Mobile US, and you How will growing sales of electric Sinclair Broadcast Group [SBGI] membrane business, which makes might get the benefit of an appreciat- vehicles affect Genuine Parts? is also attractive. Sinclair is selling the 30 BARRON’S January 25, 2021 naming rights to its regional sports petitive positions. Weakness in the U.S. The Franklin High Income fund Income [FHYVX]. Tax-free munis networks, or RSNs, to Bally’s [BALY], dollar will also likely continue to help [FVHIX; managed by Franklin Tem- don’t look particularly attractive, un- the gaming company. Sinclair has 75 Asian equities in the year ahead. pleton] yields 5.3%. Investors need to less you think tax rates are going to go million shares, trading at $32, for a Matthews Asia has almost a third of recognize that they have to take addi- up. I see that happening later in the market cap of $2.5 billion. While debt its holdings invested in Japan. Last year, tional risk if they want that yield, but year. High-yield munis could do well looks significant at $12.5 billion, $8 I recommended the Japanese yen. This with vaccines now available and the this year. There is going to be a lot of billion is nonrecourse and tied to the year, I’d rather invest in Asian stocks. economic recovery as our base case, fiscal stimulus. Investment-grade mu- RSN business. Meanwhile, the RSN I still think gold is good to hold, so that’s a supportive backdrop. The de- nis are safer than high-yield, but offer business will bounce back, with reve- I’m going to recommend the SPDR fault rate should be manageable, and less yield. I would recommend both nue growth from the recovery in the Gold Shares exchange-traded fund other issues are further down the road. funds to capture the tax-free benefits, sports-related ecosystem, and they are [GLD], which I also recommended last The other reason I like high yield is plus the federal fiscal support. It seems going to enjoy significant cash from year. This reflects my strong view that that it is lower duration. I see Trea- pretty clear the Biden administration broadcasting. Sinclair has warrants commodity prices will do well, inflation sury yields increasing in the second will give assistance to municipal gov- to buy a significant piece of Bally’s at is picking up, and the dollar will remain half of the year, so I prefer to stay ernments, and I think it will be sizable. nominal prices, and the online sports- weak. Given these three elements, it is with lower duration. In the rest of the Todd Ahlsten: Sonal, I know you betting business at Bally’s is doing well. worth holding gold for a while longer. world, especially Europe and Japan, expect inflation to pick up this year. I estimate revenue for calendar you aren’t likely to see yields rise the But are you thinking about the possi- 2020 from broadcasting at around Gold has been trading around way they will in the U.S. bility of a deflationary spiral a few $3.3 billion, dropping to $3 billion this $1,900 an ounce. How high do years down the road? year, but rising to $3.5 billion in 2022, you see the gold price going? Is there any reason to own a 10- Desai: It’s a great question. I don’t with Ebitda of $1 billion rising to Desai: I’m not a gold specialist, but year Treasury note or other long- think it will happen next year or in the $1.2 billion in 2022. I think gold could easily go up to dated bonds now? next several years. Everyone points to Barry Diller’s IAC/InterActive- $2,200. I’m not saying it will happen Desai: I would not be extending dura- the parallels with Japan, but the U.S. Corp [IAC] is the largest holder in the next month or two, but produc- tion anywhere. But some fixed-income isn’t Japan. U.S. demographics don’t of MGM Resorts International tion of gold is quite low right now. I investors are obliged to hold a certain even begin to approximate Japan’s. [MGM], which is pursuing a bid for prefer gold to Bitcoin. Gold is a time- amount of Treasuries. To generate an Consider Korea, China, Germany, Entain [ENT.UK], the owner of Lad- honored store of value. attractive return, investors must in- Italy—a whole host of other countries brokes. [On Jan. 19, MGM withdrew its I also like emerging markets, but crease their level of risk, and they need whose demographics are an order of preliminary offer to merge with En- you have to be very careful—not all to reduce duration—thus, high-yield magnitude worse than U.S. demo- tain.] We like GAN [GAN], a B2B pro- emerging markets look attractive. I bonds. Last year, I recommended graphics. None of them is seeing defla- vider of iGaming and sports-betting will stick with my pick from last year: investment-grade credits. I can’t recom- tion. Demographics in the U.S. don’t infrastructure and services to sports the Payden Emerging Markets mend investment-grade at this stage. suggest a deflationary spiral. books like FanDuel and WynnBET. Bond fund [PYEWX]. I like the team Creative destruction is very real in The company came public last May and managing it, and it has an optimal mix The next stimulus bill in the U.S. the U.S. Firms go bankrupt. You don’t is trading for $20. There are 38 million of approximately 70% U.S. dollar- could include aid to state and local have zombie companies, as Japan did shares. GAN earns a percentage of the denominated debt and 30% local- governments. Do you see opportu- for a long time, until productivity gaming revenue that its sports-book currency debt. Emerging markets are nities in municipal bonds? growth turned things around. So, I’m customers generate, so its revenue giving us yield at a time when yield Desai: Within my top picks are two not too worried about the Japanifica- grows with theirs. We expect GAN to is needed. [The Payden fund yields municipal bond funds: Franklin tion of the U.S. The assumption that continue signing new client engage- 4.42%.] Spread levels over developed- Federal Tax-Free Income [FAFTX] productivity growth is permanently ments as more states legalize sports market government bonds should and Franklin High Yield Tax Free behind us—that somehow every tech- betting and iGaming. Eventually, we continue to attract inflows, and inves- nological advance that was ever going believe GAN will be acquired at a sig- tors remain structurally underweight to happen has happened and is in our nificant premium to its current price. emerging market debt. Not all emerg- past—is hugely, vastly arrogant. ing markets have handled the pan- Abby Joseph Cohen: In Japan, the Thank you, Mario. Sonal, the floor demic well, but in some cases—such most important zombie companies were is yours. as India, with its vaccine rollout— “I’m not a gold specialist, but I the banks. Poorly performing assets Sonal Desai: I’ll start with the Mat- they are doing surprisingly well. were kept on bank balance sheets indef- thews Asia Growth fund [MPACX]. And many benefit from younger think gold could easily go up initely, limiting the ability to lend. In Asia has done a much better job on the populations, with many no longer contrast, the U.S. responded quickly virus front than the rest of the world, imposing lockdown restrictions. to $2,200 [an ounce]. I’m not during the global financial crisis, bene- so this is a way to capture that recovery. saying it will happen in the fiting from more stringent accounting China was the sole major global econ- What else should income investors and regulation for banks. Bad assets omy to post positive growth in 2020, consider? next month or two, but were written down, often dramatically. and has experienced a largely V-shape Desai: There is very little income to be This was hugely important in putting rebound in manufacturing and con- had within the fixed-income universe, production of gold is quite the financial system right and getting sumption. Other Asian countries, such and there is even $17 trillion in nega- the economy moving again. as Japan and South Korea, are also re- tive-yielding global debt. So high-yield low right now. I prefer gold Desai: It’s enormous. It is an additional covering steadily, and are beneficiaries debt should look good to investors, reason why the recovery from the cur- of structural growth in new technolo- even if valuations aren’t cheap. We to Bitcoin. Gold is a time- rent crisis is going to be significantly gies and the diversification of global believe the potential for further spread honored store of value.” different than from the financial crisis. technology supply chains. Many Asian tightening, combined with lower dura- Sonal Desai companies have successfully executed tion exposure and the relative yield Thank you, Sonal. B during the pandemic and should pickup, will continue to make high- emerge from the crisis in stronger com- yield assets attractive in 2021. Additional editing by Nicholas Jasinski January 25, 2021 BARRON’S 31

The Top Sustainable Funds

The trials and fter a tumultuous year change. And the funds that looked for With regard to the top sustainable that included national companies that did so—that leaned funds on our list, this year’s average tribulations of 2020 uprisings over race in- toward sustainability and high envi- outperformance was no fluke. Over prompted more equality, mass unemploy- ronmental, social, and governance three years, they returned 14.6% annu- ment, and more than (ESG) ratings—outperformed. alized, versus 14.1% for the S&P 500, companies to become A 400,000 deaths from the On average, the 191 large-company with 52% beating the market. Over five coronavirus pandemic, sustainable funds on our list returned years, they slightly underperformed as better corporate sustainable funds shone. 20%, beating both the 18.4% return of a group, returning 14.9%, versus 15.1% citizens, taking care of As the pandemic wound its deadly the SPDR S&P 500 exchange-traded for the index; nevertheless, 49% were path, divisions between the haves and fund (ticker: SPY) and the average ac- outperformers for the period. their employees and have-nots pushed companies to serve tively managed large-cap fund, which “The transformation of the econ- constituents other than shareholders, returned 19%. Of our funds, 103, or omy led us to companies that are more communities. such as their employees and commu- 54%, beat the S&P, compared to just discerning about how they source The funds that invested nities. It was a year when the stock 43% of all active large-cap funds. It was different materials and services, and market lurched downward as the a good year for sustainable funds in how they treat employees and other in them did very well. world was struck by the pandemic, other areas of the market as well: Three stakeholders,” says Tom Marsico, the then was revived by massive stimulus out of four sustainable stock funds beat celebrated growth investor, whose By LESLIE P. NORTON from central banks and governments their category average, according to fund, the $460 million Marsico around the world. It became a year for Morningstar, and 42% ranked in the Growth (MGRIX), turned in a 57% investment managers to fight racism, top quartile of their categories, versus return for 2020 and was ranked No. 2. Illustration by CHRIS GASH adopt diversity, and mitigate climate just 6% in the bottom quartile. “It’s become a much more important 32 BARRON’S January 25, 2021 issue, especially to younger genera- universe, and eliminated those with which deftly navigated a weakening ESG analysis notes that the fund was underweight tions. How people feel has become less than $300 million in assets and a economy—and generally eschewed megacaps and “significantly overbet on basic to how we look at all aspects of a sustainability rating of “average” or fossil fuels. This year, many managers is “the younger disruptive companies that are company.” With the Biden administra- below. We did, however, include all 39 also invested in stocks that benefited pricing of reinvesting all their cash flow to build tion refocusing on climate change and big-cap funds that have an explicit sus- from people working at home, and externalities scale, take share, and build profits.” building a modern, sustainable infra- tainability mandate, even the six that took advantage of the downturn to These included Twilio (TWLO), which structure, more gains may lie ahead. had lower sustainability ratings. The pick up promising stocks. that can makes customer communications tools This year, we also took a look at Morningstar sustainability rating is No. 1 on our list for 2020 perfor- impact the and jumped 244% in 2020, and Coupa funds that had beaten the S&P 500 based on the fund’s holdings, whether mance was the $561 million MassMu- Software (COUP),up132%.ESG over the long haul—not just over the or not the fund has a stated mandate to tual Select Growth Opps (MGRSX), company’s analysis is “critical,” says Montana: one-, three-, and five-year periods, but invest according to any sustainable or up from No. 94 last year. The fund is financials.” “It’s the pricing of externalities that over the 10-, 15-, and 20-year periods. ESG principles. More on that below. co-managed by two growth boutiques: can impact the company’s financials.” Billy Montana, We found 22 of them: You can see the As usual, high-quality companies Jackson Square Partners and Sands Jackson Square No. 2 is Marsico Growth, whose best-performing 10 in the nearby table. score high on sustainability. The top Capital, both of which look for compa- sustainability scores improved. Mar- To construct our list, we began with funds included those that invest in nies with swiftly growing earnings and sico looks at revenue growth, debt the large-cap stock mutual and ex- growth stocks—companies with leadership positions. Billy Montana, a loads, return on invested capital, and change-traded funds in Morningstar’s strong earnings and revenue potential, portfolio manager at Jackson Square, other financial metrics. Healthy grow- Top-Performing Sustainable Funds Below are the 100 sustainable large-cap stock funds with the best one-year returns. The ranking includes funds that Morningstar has rated above average or higher for sustainability. We also included all funds with an ESG mandate, regardless of their rating; they are highlighted in green. A full ranking of 191 funds appears at barrons.com/sustainablefunds.

2020 2019 Total Return Morningstar Rank Rank Fund / Ticker 2020 3-Yr 5-Yr Sustainability Rating Assets (mil) Expense Ratio 1 94 MassMutual Select Growth Opps / MGRSX 57.7% 28.1% 20.9% Above Average $561 0.86% 2 NA Marsico Growth / MGRIX 57.1 27.5 20.9 Above Average 460 1.37 3 NA Putnam Sustainable Future / PMVAX 52.7 22.6 18.2 Average 537 1.07 4 6 Columbia Select Large Cap Growth / UMLGX 47.8 24.6 19.1 Above Average 2,283 0.85 5 NA BlackRock Large Cap Focus Growth / MAFOX 46.8 25.9 21.1 Above Average 2,003 0.67 6 NA Delaware Select Growth / DVEAX 46.0 21.9 16.8 Above Average 379 1.25 7 146 Delaware US Growth / DUGAX 44.2 20.8 16.4 High 2,828 1.09 8 NA PGIM Jennison Diversified Growth / TBDAX 42.4 22.3 19.3 Above Average 321 1.22 9 29 Edgewood Growth / EGFIX 42.21 25.0 22.2 High 26,921 1.00 10 NA USAA Aggressive Growth / USAUX 41.8 20.1 17.8 Above Average 2,110 0.72 11 NA VALIC Company I Growth / VCULX 41.8 22.1 19.9 Above Average 1,696 0.65 12 NA BlackRock Advantage Large Cap Growth / BMCAX 41.3 22.3 19.9 Above Average 988 0.87 13 8 Vanguard Mega Cap Growth / MGK 41.0 23.5 21.0 Above Average 9,945 0.07 14 NA BlackRock Capital Appreciation / BFGBX 40.6 23.9 20.4 Above Average 4,331 0.65 15 10 Vanguard Growth Index / VIGRX 40.0 22.8 20.2 Above Average 145,656 0.17 16 NA Nuveen ESG Large-Cap Growth / NULG 39.7 25.1 NA High 431 0.35 17 66 PACE Large Co Growth Equity / PCLCX 39.4 21.2 18.5 Above Average 1,214 0.88 18 16 TCW Select Equities / TGCEX 39.3 24.7 18.8 High 852 0.80 19 28 Gabelli Growth AAA / GABGX 39.1 23.9 20.4 Above Average 994 1.38 20 25 Brown Advisory Sustainable Growth / BAFWX 39.1 25.3 21.6 Above Average 4,696 0.71 21 NA DWS Capital Growth / SCGSX 38.6 23.0 19.6 Above Average 2,108 0.69 22 NA iShares Morningstar Large-Cap Growth / JKE 38.5 23.6 20.2 Above Average 1,886 0.25 23 13 Putnam Growth Opportunities / POGAX 38.4 24.5 21.9 Above Average 8,077 1.05 24 NA Fidelity Series Large Cp Grwth Idx / FHOFX 38.3 NA NA Above Average 418 0.01 25 NA Laudus US Large Cap Growth / LGILX 38.3 23.2 20.3 Above Average 3,036 0.74 26 40 Nuveen Winslow Large-Cap Growth ESG / NVLIX 37.9 24.0 19.9 Above Average 762 0.73 27 43 MainStay Winslow Large Cap Growth / MLAAX 37.0 23.6 19.5 Above Average 15,206 0.99 28 NA William Blair Large Cap Growth / LCGFX 36.6 25.1 21.3 Above Average 712 0.65 29 NA American Century NT Growth / ACLTX 36.2 23.0 20.4 Above Average 1,472 0.00 30 52 John Hancock US Global Leaders Growth / USGLX 35.4 23.1 18.7 Above Average 2,259 1.15 31 NA American Century Growth / TWCGX 35.2 21.7 19.5 Above Average 11,577 0.98 32 NA Principal Blue Chip / PBCKX 34.8 24.4 22.0 Above Average 8,884 0.66 33 19 Pioneer Disciplined Growth / PINDX 34.3 19.8 17.6 Above Average 1,786 1.07 34 80 Fidelity Focused Stock / FTQGX 33.3 22.6 20.1 High $3,573 0.88 35 9 Polen Growth / POLIX 33.2 25.4 20.2 High 9,772 0.98 36 NA Praxis Growth Index / MMDEX 33.2 20.8 19.2 Above Average 400 0.43

Note: Data through Dec. 31, 2020. Three- and five-year returns are annualized. NA=Not applicable Source: Morningstar Direct January 25, 2021 BARRON’S 33

2020 2019 Total Return Morningstar Rank Rank Name / Ticker 2020 3-Year 5-Year Sustainability Rating Assets (mil) Expense Ratio

37 51 Amana Growth / AMAGX 32.9% 21.9% 20.3% High $2,760 1.02% 38 104 MainStay MacKay Growth / KLGAX 31.9 17.7 16.3 Above Average 827 1.06 39 57 AMG Managers Montag & Caldwell Growth / MCGFX 31.9 19.8 15.6 Above Average 510 1.17 40 161 Invesco Dynamic Large Cap Growth / PWB 31.7 18.4 17.4 High 760 0.56 41 26 Congress Large Cap Growth / CMLIX 31.7 21.2 18.0 Above Average 429 0.71 42 NA ClearBridge Large Cap Growth / SBLGX 30.8 19.8 18.1 Above Average 18,567 1.03 43 12 Ivy Large Cap Growth / WLGAX 30.8 22.1 18.9 Above Average 5,517 1.01 44 76 Domini Impact Equity / DSEFX 30.6 16.1 15.0 Above Average 973 1.09 45 15 MFS Growth / MEGBX 30.3 21.7 18.9 Above Average 40,356 1.66 46 68 Fidelity Disciplined Equity / FDEQX 29.8 15.5 14.7 Above Average 1,836 0.71 47 NA Invesco S&P 500 Pure Growth / RPG 29.2 16.6 15.8 Above Average 2,740 0.35 48 77 Carillon ClariVest Capital Appreciation / HRCPX 28.9 16.3 16.6 Above Average 515 1.00 49 100 Parnassus Mid Cap Growth / PARNX 28.6 14.7 14.7 High 1,079 0.84 50 17 Putnam Sustainable Leaders / PNOPX 28.5 20.0 19.2 Above Average 5,751 1.03 51 83 Fidelity Magellan / FMAGX 28.3 16.7 16.2 Above Average 22,150 0.77 52 67 Fidelity Independence / FDFFX 28.3 16.5 14.6 Above Average 4,401 0.67 53 NA IQ Candriam ESG US Equity / IQSU 28.2 NA NA High 329 0.09 54 109 JPMorgan Intrepid Growth / JPGSX 27.8 16.8 17.3 Above Average 1,289 0.59 55 44 Parnassus Endeavor / PARWX 27.4 13.7 16.4 High 3,263 0.95 56 NA Eaton Vance Atlanta Capital Focused Gr / EILGX 27.2 24.2 20.3 Above Average 390 0.80 57 36 Pioneer Fundamental Growth / PIGFX 27.0 19.1 16.5 Above Average 6,935 1.07 58 NA JPMorgan US Equity / JJMUEX 26.5 26.5 16.2 Above Average 18,694 0.59 59 NA JPMorgan US Large Cap Core Plus / JLPSX 26.2 15.0 15.2 Above Average 3,025 1.67 60 54 Calvert US Large Cap Core Rspnb Idx / CISIX 26.1 17.1 16.6 Average 3,591 0.24 61 42 Vanguard ESG US Stock / ESGV 25.7 NA NA Above Average 2,981 0.12 62 NA Aberdeen US Sustainable Leaders / GXXAX 25.6 17.0 16.4 Above Average 444 1.19 63 141 Touchstone Focused / TFFYX 24.7 13.7 13.4 Above Average 1,058 0.91 64 62 iShares MSCI USA ESG Select / SUSA 24.6 15.9 15.9 High 2,298 0.25 65 NA Neuberger Berman Focus / NBSSX 24.5 13.3 13.2 High 816 0.92 66 11 Calvert Equity / CSIEX 24.3 21.2 18.1 High 5,809 0.99 67 34 BNY Mellon Sustainable US Eq / DRTHX 24.2 16.7 15.1 Above Average 437 0.77 68 24 BNY Mellon Appreciation / DGAGX 24.0 16.2 16.3 Above Average 2,140 0.89 69 22 Pax Large Cap / PXLIX 24.0 16.9 NA High 1,041 0.70 70 61 GE RSP US Equity / GESSX 23.8 16.7 16.1 Above Average 6,217 0.14 71 59 State Street Instl US Equity / SUSIX 23.0 16.4 15.9 Above Average 527 0.38 72 35 Vanguard FTSE Social Index / VFTNX 22.7 16.7 16.8 Above Average 10,065 0.12 73 63 iShares ESG Aware MSCI USA / ESGU 22.5 15.8 NA Above Average 13,394 0.15 74 3 VALIC Company I Large Capital Growth / VLCGX 22.4 20.0 18.7 Above Average 620 0.75 75 4 MFS Massachusetts Inv Gr Stk / MIGFX 22.4 20.0 18.7 Above Average 9,982 0.72 76 NA TIAA-CREF Social Choice LwCrbn Eq / TNWCX 22.3 15.1 15.8 Above Average 558 0.32 77 89 Green Century Equity Individual / GCEQX 22.2 15.3 15.3 High 418 1.25 78 NA Federated Hermes MDT All Cap Core / QIACX 21.9 14.7 15.5 Above Average 428 0.75 79 64 DFA US Large Cap Growth / DUSLX 21.8 16.4 16.8 Above Average 2,698 0.18 80 NA AB Concentrated Growth / WPSGX 21.3 19.8 17.4 Above Average 970 0.78 81 NA DFA US Sustainability Core / DFSIX 21.2 14.4 15.7 Below Average 3,856 0.23 82 91 Parnassus Core Equity / PRBLX 21.2 16.5 15.3 High 23,190 0.86 83 81 iShares MSCI KLD 400 Social / DSI 20.8 15.1 15.3 High 2,628 0.25 84 21 Akre Focus / AKRIX 20.7 19.9 19.6 High 15,593 1.05 85 33 Fidelity SAI US Quality Index / FUQIX 20.7 16.3 16.4 Above Average 7,932 0.11 86 78 TIAA-CREF Social Choice Eq / TISCX 20.3 14.3 15.5 Above Average 6,278 0.17 87 NA BlackRock Advantage Large Cap Core / MALRX 19.9 13.6 14.6 Above Average 3,088 0.48 88 14 Brown Advisory Flexible Equity / BIAFX 19.9 16.2 16.3 Above Average 589 0.72 89 65 SPDR S&P 500 Fossil Fuel Rsrv Free / SPYX 19.7 14.8 15.6 Average 893 0.20 90 NA Xtrackers S&P 500 ESG / SNPE 19.6 NA NA Above Average 402 0.10 91 NA iShares Morningstar Large-Cap / JKD 19.4 13.3 15.0 Above Average 868 0.20 92 151 Neuberger Berman Sustainable Eq / NBSRX 19.4 12.3 13.1 High 1,756 0.87 93 50 DFA US Hi Relatv Profitability / DURPX 19.3 14.6 NA Above Average 4,404 0.25 94 NA Franklin U.S. Core Equity / FCEUX 19.1 NA NA Above Average 753 0.00 95 23 Independent Franchise Partners US / IFPUX 19.0 14.3 14.5 Above Average 1,893 0.72 96 38 American Century Sustainable Equity / AFDAX 19.0 14.4 15.4 High 3,173 1.05 97 88 Goldman Sachs ActiveBeta US LgCp Eq / GSLC 18.9 14.3 14.7 Above Average 11,445 0.09 98 39 Nicholas / NICSX 18.9 16.1 13.1 Above Average 3,280 0.72 99 NA iShares ESG MSCI USA Leaders / SUSL 18.8 NA NA High 2,813 0.10 100 86 Global X S&P 500 Catholic Values / CATH 18.7 13.9 NA Above Average 455 0.29 SPDR S&P 500 ETF Trust / SPY 18.4 14.1 15.1 Average 329,025 0.09

Note: Data through Dec. 31, 2020. Three- and five-year returns are annualized. NA=Not applicable Source: Morningstar Direct 34 BARRON’S January 25, 2021 Sustainable Gains Sustainable funds, many of which are actively managed, have demonstrated sustainability in their performance as well—22 sustainable funds beat the S&P 500 over all six time periods, including the 20-year span. The top 10 are on this list. TOTAL RETURN Fund / Ticker 2020 3-Yr 5-Yr 10-Yr 15-Yr 20-Yr Manager Name*

Putnam Sustainable Future / PMVAX 52.7% 22.6% 18.2% 14.4% 10.4% 10.6% Stephanie Dobson, Katherine Collins (2018) Parnassus Core Equity / PRBLX 21.2 16.5 15.3 14.0 11.7 10.4 Todd Ahlsten (2001), Benjamin Allen (2012)

Amana Growth / AMAGX 32.9 21.9 20.3 14.4 11.8 10.0 Scott Klimo (2012), Monem Salam (2018), Christopher Paul (2020) Congress Large Cap Growth / CMLIX 31.7 21.2 18.0 15.6 10.8 9.3 Daniel Lagan (2009)

Laudus US Large Cap Growth / LGILX 38.3 23.2 20.3 17.0 13.2 9.2 Lawrence Kemp (2013), Phil Ruvinsky (2020) MainStay Winslow Large Cap Growth / MLAAX 37.0 23.6 19.5 15.9 12.1 9.0 Justin Kelly (2005), Patrick Burton (2013)

Calvert Equity / CSIEX 24.3 21.2 18.1 14.6 10.9 8.9 Joseph Hudepohl, Jeffrey Miller, Lance Garrison, Robert Walton (2015) Vanguard Growth Index / VIGRX 40.0 22.8 20.2 16.5 12.1 8.6 Gerard O’Reilly (1994), Walter Nejman (2016)

BlackRock Capital Appreciation / BFGBX 40.6 23.9 20.4 15.3 11.8 8.5 Lawrence Kemp (2013), Phil Ruvinsky (2020) John Hancock US Global Leaders Growth / USGLX 35.4 23.1 18.7 15.8 11.0 8.4 Gordon Marchand (1995), Robert Rohn (2003), Kishore Rao (2020)

SPDR S&P 500 ETF Trust / SPY 18.4 14.1 15.1 13.8 9.8 7.4

Note: All returns are annualized except for 2020. *Date in parenthesis refers to when manager began managing the fund. Data through Dec. 31, 2020. Source: Morningstar Direct ing businesses, Marsico says, allows (PYPL), and Nvidia (NVDA). longtime sustainability powerhouse. 2012. Parnassus looks for high-quality companies to pay above-average sala- No. 5 is $2 billion BlackRock Anthony Eames, Calvert’s director of companies: “ESG risk analysis—high- ries and focus on social and environ- Large Cap Focus Growth (MAFOX), responsible investment strategy, notes lighting risks and identifying posi- mental issues. “That is increasingly run by Lawrence Kemp and Phil Ru- that other providers rank them more tives—is additive to quality,” says Al- the cost of doing business,” says Bran- vinsky. The fund owns 40 to 50 highly, and that the company uses len. Stock-picking shouldn’t be don Geisler of Marsico. growth stocks that are gaining market engagement “to drive improvements confined to companies highly rated by No. 3 is $537 million Putnam Sus- share or prosper during economic in company performance on material Sustainalytics or MSCI, he argues. tainable Future (PMVAX), making expansions. Kemp and Ruvinsky will ESG issues that Calvert believes drive Instead, stewardship—proxy voting, its first appearance on our list. Put- pay up if they feel the market misun- shareholder value.” engagement—“will be increasingly nam converted the fund to have a sus- derstands a company’s growth pros- important for an ESG asset manager tainable mandate in 2018, at the same pects; its five largest positions include everal funds emerged as long- to prove his or her worth.” time that Katherine Collins, a onetime Amazon.com (AMZN), Microsoft term winners, beating the S&P No. 3 for the long haul is Amana head of research for Fidelity Invest- (MSFT), Visa (V), Mastercard (MA), S 500 over the short and long Growth (AMAGX); it ranked No. 37 ments, and Stephanie Dobson, a for- and Apple (AAPL). hauls. And the top three have on this year’s list. The fund is run ac- mer Fidelity analyst, took over manag- Portfolio makeup is the basis of sustainable mandates. cording to Islamic principles. Its long- ing the portfolio. The concentrated Morningstar’s sustainability ratings, so Putnam managers Collins and Dob- time manager, Nick Kaiser, stepped fund, which invests in companies with even if a fund has a sustainable man- son have a short track record at their down last year, although he remains strong cash-flow growth, is up 53% for date, it can have a lower sustainability fund, but a long record at Fidelity; the global strategist for its subadvisor, the year. Says Collins: “It’s bittersweet rating. Consider Putnam Sustainable Collins was a portfolio manager and Saturna Capital. Scott Klimo, who has to report such strong results. The tur- Future, which has a sustainable man- eventually research chief, and worked co-managed the fund since 2012, cred- moil of this year has amplified and date yet is rated just “average” for sus- closely with legendary investor Will its performance to the fact that the accelerated so many of the solutions tainability. Because Morningstar looks Danoff before attending divinity Beating the fund eschews fossil fuels and finan- we were already invested in.” at corporate behavior over a period of school and starting a firm that prac- cials, which bombed during the year as No. 4 is the $2.3 billion Columbia years, improved sustainability can take ticed resilient investment strategies. Market—Again interest rates plunged. Meanwhile, the Select Large Cap Growth (UMLGX), a long time to be fully reflected in the When she started at Putnam in 2017, In 2020, the fund’s big tech holdings surged. up from No. 6 last year. The fund rating. The Amana funds, which fol- she pushed for “ESG fluency” to be large-company Today, the market “is balanced on a owns just 35 stocks; lead manager low Islamic principles and have sus- integrated throughout the company. sustainable knife edge,” says Klimo. “It’s not irra- Tom Galvin likes companies with tainable mandates, often are forced to Big winners in 2020 included Tela- funds on our list tional to expect rates to back up on the strong balance sheets. “The end result invest in ratings-challenged industrials doc Health (TDOC), as mental health returned back of a vaccine distribution.” Still, of improved sustainability and a tar- because the funds, by mandate, can’t services jumped 100%-plus during the there’s reason for optimism, with vac- geted focus on stronger governance is own financials. pandemic; Sunrun (RUN), the No. 1 cines expected to be widely distributed stronger investment performance,” Also, our ranking only uses one installer of residential solar panels; 20% through the second quarter, and pent- says Galvin. The fund’s big winners sustainability data provider—Morning- and Mastercard, “contributing to help- That outpaced the up demand revving up the recovery in include pandemic plays such as Idexx star. There are several others, includ- ing unbanked populations become 18.4% return of the the third quarter, even as central banks Laboratories (IDXX), a beneficiary of ing MSCI. Thus, Calvert US Large banked,” Collins says. SPDR S&P 500 keep rates low. True, people are con- pandemic pet adoptions; HVAC com- Cap Core Responsible Index (CISIX) The second long-term winner is ETF, and the 19% cerned about long-term inflation, and pany Trane Technologies (TT); and and Calvert US Large Cap Value Parnassus Core Equity (PRBLX), led return of the aver- that’s a risk to financial markets. “But tech investments that scored well on Responsible Index (CFJIX) have only by Barron’s Roundtable member Todd age actively man- it’s not a 2021 concern,” says Allen of sustainability and low emissions such “average” sustainability ratings from Ahlsten since 2001, and co-managed aged large-cap Parnassus. “For the next 12 months, it’s as Square (SQ), Paypal Holdings Morningstar, even though Calvert is a by Parnassus CEO Ben Allen since fund. supportive for stock prices.” B January 25, 2021 BARRON’S 35

HM.B.Sweden), which runs H&M tum” for ESG disclosures, says Kath- stores, cut ties with a supplier said lyn Collins, ESG analyst at Matthews to have been using Uighur detainees. Asia. More Chinese companies sport The Trouble With Meanwhile, an influential report from the lower CCC and B sustainability Strategic Policy Institute ratings from MSCI than other emerg- last year alleged that the supply chains ing market and developed market of more than 83 well-known global companies. But once MSCI began China’sESG Ratings brands may have used Uighur labor. rating Chinese companies for ESG, The U.S. has sanctioned a number of “there was a small increase in BB- suppliers to such brands. and AA-rated issuers,” explains Recently, a weeklong campaign al- Xiaoshu Wang of MSCI’s ESG re- Even as China is criticized for its social practices, it’s making rapid leging that Inditex (ITX.Spain), whose search team. progress on its environmental actions. Here’s how to dodge the pitfalls. Zara unit sells fashion to youthful con- Proxy voting is also on the rise. sumers, used Uighur forced labor gen- A Calvert study of Proxy Insight data erated nearly 100,000 interactions for Calvert and the world’s 10 largest and mentions on Facebook, Twitter, investors showed that the number of and Instagram, according to . shareholder resolutions voted on rose In an email to Barron’s, an Inditex to 1,610 in 2019 from 979 in 2015, representative said the retailer “takes with most of those coming from a zero-tolerance approach toward China, says Calvert’s Jade Huang. forced labor of any kind and has Homegrown demand for ESG will stringent policies and actions in place help. In 2019, inflows into ESG- to ensure that it does not take place theme ETFs in China totaled $20.5 anywhere in our supply chain.... billion, versus $4.9 billion in 2018, Inditex does not have commercial according to a report by Ping An. relations with any factory in Xinji- ESG investments also outperformed. ang, China.” And the number of Chinese signato- Investing in China—which ac- ries to the United Nations–backed counts for roughly 40% of the MSCI Principles for Responsible Invest- Emerging Markets Index—can be a ment, which offers a blueprint for difficult proposition. But it can be companies to incorporate ESG invest- eased with environmental, social, and ment practices, now totals 52, making governance, or ESG, approaches. it the fastest-growing region behind Latin America. Last year, China committed to Social issues such as privacy, labor, carbon neutrality by 2060. It has and human rights will remain prob- introduced policies to drive that tran- lematic in China, necessitating vigi- sition, including one of the world’s lance by companies that operate there largest emissions-trading programs. and their investors. It’s investing in green transportation, For now, China does have ESG including high-speed rail and electric leaders. The KraneShares MSCI By LESLIE P. NORTON pollution and emissions. vehicles. “There has been an impor- China ESG Leaders exchange- Dozens of countries have con- tant shift in the direction of a green traded fund (KESG), which is based hina is on a path to becom- demned China’s treatment of Uighurs. way of doing things,” says Luiz Peix- on the MSCI China ESG Leaders in- ing the largest economy in On Tuesday, the U.S. State Depart- oto, emerging markets economist at dex, includes 149 large- and mid-cap the world—but many in- ment declared it to be genocide. BNP Paribas. companies, and limits individual con- vestors remain wary of it. Human-rights issues will remain a Chinese companies often ignore stituent weightings to 10% and sector The country has at- thorny issue for companies that make communications from ratings firms weightings to 40%. Its largest hold- C tracted international con- labor-intensive consumer goods and about improving their ESG scores. ings include China Construction demnation for its harsh want to protect their supply chains, “We have the lowest response rate Bank (939.Hong Kong), online food- treatment of the Uighur Muslim mi- which are critical for manufacturers for Chinese companies compared delivery company Meituan nority group in Xinjiang province— all over the world. with any other country in our cover- (3690.Hong Kong), and tech con- treatment that includes restrictions “The headlines that jar customers Social issues age,” says Wilco van Heteren of glomerate Tencent Holdings (700. on travel, education, speech, and in the West are about buying products Sustainalytics. Hong Kong). The firm also offers the worship, as well as forced steriliza- made in Asia and someplace in the such as That’s about to change. This year, KraneShares MSCI China Envi- tion and abortion. China has cracked supply chain where you have forced privacy, Chinese regulators are requiring com- ronment Index ETF (KGRN). down on pro-democracy initiatives in labor,” says Sudhir Roc-Sennett, head panies traded on the Shanghai and Both funds are tiny. Still, Krane- Hong Kong. And its record on corpo- of ESG at Vontobel Quality Growth, the labor, and Shenzhen exchanges to report on ESG Shares founder Jonathan Krane is rate governance is spotty, at best. $34 billion equities arm of Vontobel human risks, as Hong Kong–listed companies hopeful. “When you use ESG Yet even as China is criticized for Asset Management. That creates regu- already do. Once companies disclose, screens, it takes you into New China, its social practices, it’s making rapid latory risk and brand risk for compa- rights will you can track their progress. In 2019, where you’re focused more on tech- progress on its environmental ac- nies, he adds. remain about 85% of the large CSI 300 com- nology companies, green companies, tions. The world’s largest greenhouse- Multinationals, wary of criticism, panies released official ESG disclo- EV companies.” gas emitter, it has big ambitions to are newly vigilant about supply chains. problematic sures, up from 54% in 2013. In other words, the most promis- make its economy green, slashing Last year, Hennes & Mauritz (ticker: in China. “We see a lot of top-down momen- ing parts of the Chinese market. B 36 BARRON’S January 25, 2021

As Netflix starts to generate cash, the company TECH TRADER has a lot more flexibility. Sports, news, music, or gaming could be next.

its profit guidance for the current the world of entertainment. For All Us Netflix quarter was well above Wall Street The worry that Netflix would lose estimates. Still, the big news was the market share to streaming newcomers revelation that Netflix is no longer a like Disney+, Peacock, or HBO Max money pit. It’s now well on the way to also seems to be melting away. So far, Skeptics, It’s Finally becoming a cash machine. there’s no evidence consumers are Rich Greenfield, a longtime media switching services; what they’re doing and entertainment analyst and co- is adding new subscriptions. The ser- founder of boutique research firm vices can all thrive, Greenfield says. Time to Concede Lightshed Partners, says for years The losers are traditional TV bundlers Hollywood insiders doubted Netflix’s like cable and satellite TV. financial sustainability, arguing the Greenfield says the conversation on company could never pay back the Netflix has shifted from “when they debt it piled up to finance content. are going to run out of money” to “That was their rallying cry, year after “how are they going to spend all this hen it comes billion on the year. year,” Greenfield says. cash.” For the next few years, he to Netflix, With more than 203 million sub- But with increased scale the eco- thinks Netflix will do the basics—pay- Barron’s has scribers paying on average $11 a nomics have begun to work in Net- ing down debt and buying back stock, a long record month, Netflix now generates enough flix’s favor, increasing the competitive while beefing up content offerings in of being cash to cover its production costs. As risks for traditional studios. Green- large overseas markets such as India. wrong. the subscriber base continues to ex- field estimates that the company’s 200 In 2024 and beyond, he says, you We’ve been pand, the level of cash generation million subscribers represent about could see it start to invest in new ar- negative on the stock almost from the should grow. 600 million viewers, roughly twice eas—potentially sports, news, music, dayW the company came public in 2002. “We believe we no longer have a the number of people that bought tick- or gaming. It reflects the well-intentioned work of By Eric J. Savitz need to raise external financing for ets for Avengers: Endgame, the most Morgan Stanley analyst Benjamin multiple writers raising a range of our day-to-day operations,” the com- successful movie of all time. Swinburne last week reiterated his questions about the company, from its pany said this past week in its fourth- That huge audience—and the cash Overweight rating on Netflix shares, sustainability to its valuation. quarter shareholder letter. Netflix, flow it generates—should enable Net- upping his price target from $650 to Back in 2004, I wrote that Netflix which has $16 billion in debt out- flix to make movies and TV shows at $700, suggesting another 20% of (ticker: NFLX) could be crushed by standing, said it would soon pay down even greater scale without sacrificing gains from the recent close. He sees Walmart (WMT) and Blockbuster in $500 million of maturing debt from quality. Netflix is now promising to the breakthrough to positive cash flow the DVD-by-mail business. That was cash on hand, “as we are currently deliver at least one new movie a week as an opportunity for Netflix to press before Netflix turned to streaming, well above our minimum cash needs.” in 2021, just as traditional film studios its advantage. and I warned that “in the long run, Netflix added that as it generates ex- struggle with low attendance at U.S. “Longer term, it would not surprise consumers will download most of cess cash, it would “explore” stock movie theaters. us if Netflix is more open about mov- their movies, rather than buy or rent buybacks—something it hasn’t done Separately, Netflix has proven that ing into new verticals such as sports, them.” I got the future right—but the since 2011. it can retain customers even as it or if it takes a more opportunistic ap- winner wrong. “The stock’s valuation There was other good news in this raises prices. Despite an October price proach to acquisitions,” Swinburne triggers vertigo,” I added. At the time, past week’s earnings report: Netflix hike in the U.S., net subscriber growth wrote. “For now, however, it is likely Netflix had a market value of $1.8 bil- added a net of 8.5 million subscribers in the U.S./Canada market last quarter to return excess [free cash flow] to lion. Now it’s $256 billion. In the case in the fourth quarter, easily beating its was triple what Wall Street had ex- shareholders.” of real disruption, fundamental analy- forecast of six million net adds. Reve- pected. Greenfield notes that the $14 And there is nothing wrong with sis just doesn’t apply. nue was up 22%, to $6.6 billion. And monthly price remains a bargain in that. B In 2020, Netflix rallied 67%, getting a boost from shuttered movie theaters and other entertainment venues. It was among the more obvious stay-at-home plays. Netflix has gained another 8% The conversation about Netflix has shifted this year. And while the ghost of for- mer Barron’s editor Alan Abelson from “when they are going to run out of might haunt me for it, I predict further Netflix gains from here. money” to “how are they going to spend all The Netflix story fundamentally changed this past week, with the sur- this cash,”says veteran media analyst Rich prising news that the company now plans to break even on a free-cash- Greenfield of Lightshed Partners. flow basis this year. The company had

previously forecast a loss of up to $1 Kamachi209/Dreamstime January 25, 2021 BARRON’S 37

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From Investor’s Business Daily, January 27,2020. © 2020 Investor’s Business Daily, Inc. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. Price improvement and savings per order based on performance for market orders in S&P 500 stocks with order size between 500 – 1,999 shares as of Q3 2020. Price improvement is not guaranteed. Past performance is no guarantee of future results. If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. (“Schwab”), Charles Schwab Bank (“Schwab Bank”), or another Schwab affiliate, as applicable, will refund anyeligiblefee related to your concern within the required time frames. Schwab reserves the right to change or terminate the guarantee at any time. Go to schwab.com/satisfaction to learn what’s included and how it works. © 2020 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0920-0A3P) ADP112284-00 38 BARRON’S January 25, 2021

Action is needed to reduce the risk of disruption to OTHER VOICES global supply chains while contributing to maritime safety and ensuring the well-being of seafarers.

cines at the end of 2020, some of us in take several vital steps without delay. the industry dared to breathe a sigh of First, recognize seafarers as essen- A Disaster Is relief. We hoped that seafarers would tial workers, and give them priority be prioritized for vaccination as front- access to Covid-19 vaccines. Some line key workers. After all, the United countries are showing strong leader- Nations passed a resolution in Decem- ship. Singapore’s Sea–Air Vaccination Unfolding in the ber calling on member states to recog- Exercise will see 10,000 frontline mar- nize them as such. itime personnel vaccinated for Covid-19 Instead, some governments have by the end of January. Others must stepped backward. For example, the follow their lead. Global Shipping Fleet Philippines, the world’s largest mari- Second, create a trusted health-data time labor-supply country, recently system. There is an immediate and extended a ban to 35 countries on pragmatic need to create a standard- changing crews at Philippine ports. ized format for health passes—“vaccine These decisions will have ramifica- passports”—that contain secure vacci- he shipping indus- By Guy Platten international law: to do right by the tions. Fatigue after long periods at sea nation information. They can be used try is facing one of seafarers who keep their countries affects seafarers’ physical and mental by seafarers and others who need to the most significant supplied. Our crews are in limbo. This well-being. The risk of maritime inci- cross borders to do their jobs. humanitarian crises is not acceptable. dents and environmental disasters While the sovereignty of individual in a generation. Without properly functioning ship- will rise. countries should be respected, the ben- T Hundreds of thou- ping and ports, cargoes—including As borders across the world close efits of trusted, interoperable health sands of seafarers those with life-saving supplies—can’t in response to new Covid-19 strains, data are clear. Authorities gain peace are either unable to leave a ship and be transported to where they are combined with the slow pace of vaccine of mind around crew changes, and the staying well beyond their normal tours needed. Lacking this transport, our distribution to developing nations, the process of seafarers traveling from ship of duty, or they can’t travel to replace supermarket shelves will be empty. world’s delicate supply chain is facing to port to plane to home becomes safe fellow exhausted crew members. Our hospitals will face a severe short- the most significant test since the pan- and secure. On Tuesday, global industry and age of essential medical supplies. Par- demic began. This poses an immense Third, increase collaboration be- human-rights leaders will sign the ticularly in developing economies, sea- threat not just to stranded sailors, but tween ship operators and charterers. Neptune Declaration on Seafarer Well- farers are crucial to the well-being of also to the ability of shipping routes to Only a reliable flow of accurate data being and Crew Change. The declara- millions of people. transport 90% of global trade. allows for necessary crew changes and tion, to be discussed at the upcoming With the approval of multiple vac- Governments and industry should minimizes associated costs or delays. Davos Dialogues, represents a world- Basics must be observed. Owners wide call to action to avoid a disaster should provide charterers with the unfolding among the global fleet. advance notice they need for crew As an industry, we have worked change. The charterer should make all tirelessly to manage the restrictions reasonable efforts to accommodate this. imposed by governments to close their We cannot have contracts that contain borders, and have put in place detailed clauses preventing necessary crew protocols to ensure the health and changes from being carried out, or safety of our seafarers and the commu- worse, situations where a shipowner nities they travel through. At times, discloses the need for a crew change we have gone to extraordinary lengths, and the business suddenly is taken diverting ships thousands of miles to elsewhere. The risks are too high. enable crew changes to take place and The pandemic is the stiffest chal- incurring significant extra costs. We lenge many of us will ever face. How have lobbied governments to declare we respond to this shared responsibil- seafarers key workers and make sure ity—whether government or industry— they can be prioritized for travel, but to will be remembered for decades. date, only 46 countries have made this The signing of the Neptune Declara- pledge. Some companies will not char- tion will send a clear message. We can ter ships if crew changes are needed, reduce the risk of disruption to global placing undue pressure on shipowners supply chains while contributing to and crews. We are also fearful that the maritime safety and ensuring the well- new mutant strains of the coronavirus being of seafarers. The consequences of will undo whatever progress we have failure would be dire. We need to act. B made. Governments haven’t lived up to Guy Platten is secretary-general of the

their responsibilities, as codified in International Chamber of Shipping. Angela Weiss/AFP/Getty Images January 25, 2021 BARRON’S 39

Send letters to [email protected]. To be considered for The Readback, a podcast taking you MAILBAG publication, correspondence must bear the writer’s name, inside the latest stories, is available address, and phone number. Letters are subject to editing. wherever you listen to podcasts.

income equality. Check the graduation cannot delegate the regulation of the and truancy rates. It isn’t racism when Free-Speech Rights First Amendment to three private com- you don’t hire a candidate—no matter panies with their own ideas of what the race—because he or she doesn’t To the Editor: free-speech rights we get to have. have the needed skills. With regard to “Why Repealing Stephen Weeks Charles Nekvasil Section 230 Could Ruin the Internet” Houston Columbus, Ohio (Tech Trader, Jan. 15), the irony of the digital information age is that it has To the Editor: given respectability to uninformed, Seeking Nominations I was much impressed with James gauche, even ignorant opinion. On Educational Inclusion Anderson’s comment, “What last YouTube, Facebook, Google+, Twitter, Barron’s is looking to recognize or- year makes me think is that we all 10 million bloggers bombard us 24/7. ganizations that are having a mean- need a huge dose of humility.” That We don’t need Section 230 because it ingful impact in addressing uneven resonates with all of us who have is redundant. We have something called access to education in the U.S. sought to be on guard against the the First Amendment. I avoid social- Educational inclusion is the Dunning-Kruger effect [a cognitive media sophistry because it has distorted theme of this year’s installment of bias whereby people overestimate freedom of speech into hate speech with the Barron’s Celebrates program. their own competence in a given do- impunity. Section 230 is a lawyer’s Challenges that parents and chil- main]. And it was also interesting to dream. It has allowed government to dren face in gaining access to educa- note that Anderson’s 2020 picks interfere where interference is unwar- tional resources aren’t new. But dif- performed best among your experts. ranted. We need only one set of laws ficulties have intensified with the Clearly, there is no performance- that apply to all media. That law was Covid-19 crisis and remote learning. based invitation to return, as one of established in the Bill of Rights in 1791. Organizations that are making a your experts had 75% of her long selec- I subscribe to The Wall Street Jour- difference are encouraged to partici- tions down 20% to 30%—in a strong nal and Barron’s because they do an pate. Programs and organizations Stock Picks market—and 100% of her shorts up by excellent job of attempting to present eligible include those that help pro- as much as 60% to almost 80%. A final only the most tempered and accurate vide access to technology and tutor- thanks to Anderson for not giving his information. Being an adult means you ing; support schools and teachers in views on the economic prospects of the are responsible for your conduct. providing access to learning; and And Ideas United Kingdom. I am able to sleep B.J. Khalifah assist families that face difficulties better as a result, although, like a child, Grosse Pointe Park, Mich. juggling responsibilities for at-home I occasionally wake up screaming, teaching, caregiving, and work. Pro- For 2021 thinking about the economic future of To the Editor: grams should serve kindergarten to the U.K. Singapore-on-the-Thames? Eric J. Savitz is correct that making 12th-grade education in the U.S. Delusional. amendments to the 1996 Communica- Up to three organizations will be James D. Alban-Davies tions Decency Act should be studied selected to be highlighted in Barron’s To the Editor: Rye, N.Y. carefully and not made in great haste. and at an event later this year. En- Regarding “The 2021 Roundtable” (Cover Story, Jan. 15), The U.S. Senate will probably stop in- trants will be judged on purpose, I agree that there will be a lot of pent-up demand once To the Editor: temperate measures from becoming scalability, and effectiveness. Bar- enough people get the vaccine, but what happens after Thank you for your article making law, but many members of Congress ron’s will name independent judges the party? High stock valuations, a $27 trillion debt that’s a case for index funds. Actually, it are whipping themselves into a frenzy who will review the submissions. climbing rapidly, rampant speculation in initial public wasn’t really an article on index for different reasons. The deadline for entering is offerings, stocks like Tesla with a market cap higher than funds. It was your 2020 Roundtable However, any free-speech rights we Feb. 15. Nominations may be sub- the top 11 car companies combined, Bitcoin going through review of stock picks. Of a total of 58 may still have are more important to mitted using this link: barrons.com/ the roof, retiring baby boomers, record low interest rates stocks picked by the experts, only 15 me than the market value or utility of celebrates/nominate. that have nowhere to go but up, and inflation. It’s not 2021 beat the S&P 500. Like I said, a case Amazon.com, Twitter, or Facebook. We I’m worried about; it’s when all of these issues have to be for index funds. addressed. You can kick the can down the road only so Steve Martin far before you come to a dead end. Northbrook, Ill. Fred Johnson On Barrons.com To the Editor: “You can kick the can down As always, I enjoyed reading your To the Editor: insightful Roundtable, but given the Meryl Witmer’s comments need to be repeated again times and circumstances, a name the road only so far before you and again. We are not going to get income equality until change is in order: the Rectangular we get education equality. Public schools in city after Tableau. come to a dead end.” city, including Chicago, my former home, are not pre- Paul Matten paring young people for careers—and certainly not for Naples, Fla. Fred Johnson, on Barrons.com 40 BARRON’S January 25, 2021

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several years ago as a mistake and is much gains of just over 71%. If the market follows more likely to err on the side of caution this the historical pattern, it should pull back by time around—to avoid another ‘taper tan- spring—but that will be a buying opportu- trum’ in the bond markets.” nity. “My assumption is that we’ll see a con- But what’s really needed now is progress tinuation of the recovery rather than a dou- in combating Covid-19. As the virus goes, so ble-dip recession,” Calvasina says. “If you goes the market. In 2020, that meant think that, you have to buy the dip.” watching the change in the number of But it may also be time to add some pro- Covid cases for evidence that the reopening tection to your portfolio. The market’s de- was continuing apace. Now, the market is mand for risky, high-beta, cyclically oriented taking its cues from the pace of vaccina- stocks has meant that stocks with low vola- tions, in particular the percentage of the tility have gotten left behind. The return population that is vaccinated weekly, ex- differential between the MSCI USA Mini- plains UBS strategist Keith Parker. mum Volatility Index, which owns a portfo- The small-company Russell 2000 has lio of low-volatility stocks, and the MSCI been especially responsive to accelerations USA Index is now at its widest level since in the pace of dosing—the number of peo- 1999, says John Kolovos, chief technical ple getting vaccinated is now over strategist at Macro Risk Advisors. Owning 900,000 a day—and could get a boost if some of these left-behind companies could that number continues to increase. By be the way to add some ballast to a portfolio Parker’s math, a doubling in the rate could in case of a drop, Kolovos says. lift the index by an additional 6% to 9% by “Buy some utilities, buy some staples,” he the middle of the second quarter, and the explains. “Those are the most oversold in an S&P 500 by 3% to 5%. environment of market froth and excess.” “The current number of allocated U.S. Just be sure to sell them again once the IBKR charges doses points to potential for the pace to correction is over. double, though bottlenecks still remain,” he 1 writes. “Removing bottlenecks for adminis- Revenge of the Nerds tering doses would present an upside case Like muscle cars revving their engines at a margin loan rates near-term in our view.” stoplight, shares of Ford Motor (F) and That doesn’t mean we shouldn’t expect a General Motors (GM) finally took off this correction—and perhaps soon. Lori Calva- past week. Long-suffering investors are sina, chief U.S. equity strategist at RBC Capi- breathing a sigh of relief, but they shouldn’t from tal Markets, notes the S&P 500 has been take profits just yet. The ride isn’t over. following a pattern typical of recessions GM stock rose 11% this holiday-short- since 1990, one that sees the recovery occur ened week, and Ford shares gained 17%, 0.75% to 1.59% in three phases: an initial recovery, a period leaving both stocks up more than 30% year of consolidation, and a second rebound. to date. It’s the best start to the year since The initial recovery has lasted an average 1987. What’s all the excitement about? In- of 10 months, with an average return of vestors are finally giving these traditional 48%. That was followed by a period of con- auto makers credit for their electric-vehicle solidation that lasted from two to seven and autonomous-driving investments. months and saw stocks sink an average of GM kicked things off Tuesday, announc- 17%. That was then followed by another ing an investment from Microsoft in its rally that saw stocks gain an average of 19%. Cruise autonomous-driving company that The current bounce from the March lows GM bought in 2016. The deal values Cruise ibkr.com/compareus has lasted about 10 months and produced at about $30 billion. GM owns roughly 70%

Vital Signs Friday's Week's Week's Close Change % Chg. Last Week Week Earlier Interactive Brokers Rated #1 DJ Industrials 30996.98 +182.72 +0.59 NYSE Advances 1,956 1,827 DJ Transportation 12856.54 -89.74 -0.69 Declines 1,285 1,402 Best Online Broker 2020 by Barron’s* DJ Utilities 857.94 -3.15 -0.37 Unchanged 42 50 DJ 65 Stocks 10248.19 +11.62 +0.11 New Highs 489 673 Trading on margin is only for sophisticated investors with DJ US Market 972.49 +17.96 +1.88 New Lows 13 34 NYSE Comp. 14951.84 +57.68 +0.39 Av Daily Vol (mil) 4,805.7 4,947.2 high risk tolerance. You may lose more than your initial investment. NYSE Amer Comp. 2500.31 -9.21 -0.37 Dollar (Finex spot index) 90.21 90.77 S&P 500 3841.47 +73.22 +1.94 T-Bond (CBT nearby futures) 168-280 168-260 Member - NYSE, FINRA, SIPC – *Interactive Brokers rated #1, Best Online Broker according to Barron’s S&P MidCap 2462.53 +38.50 +1.59 Crude Oil (NYM light sweet crude) 52.27 52.36 Best Online Brokers Survey of 2020: February 21, 2020. For more information see, ibkr.com/info - S&P SmallCap 1231.70 +19.79 +1.63 Inflation KR-CRB (Futures Price Index) 172.85 175.25 Barron’s is a registered trademark of Dow Jones & Co. Inc. [1] Margin Loan rate as of 01/04/2021. Nasdaq 13543.06 +544.56 +4.19 Gold (CMX nearby futures) 1855.70 1829.30 IB calculates the interest charged on margin loans using the applicable rates for each interest rate tier Value Line (arith.) 8435.18 +82.28 +0.99 listed on its website. Rates shown apply to IBKR Pro clients only. Rates subject to change. Russell 2000 2168.76 +45.56 +2.15 For additional information on margin loan rates, see ibkr.com/interest 01-IB21-1400CH1358 DJ US TSM Float 40458.32 +760.90 +1.92 January 25, 2021 BARRON’S M3

Industry Action Performance of the Dow Jones U.S. Industrials, ranked by weekly percent change.*

Technology 5.45% Consumer Services 2.54 Consumer Goods 0.89 Health Care 0.82 Industrials 0.26 Telecommunications 0.09 –0.45 Utilities –0.75 Financials –1.59 Oil & Gas –1.65 Basic Materials FINANCIAL SECTOR OF * For breakdown see page M36. Source: S&P Dow Jones Indices THE S&P 500 IN ONE ETF of the self-driving company. GM shares rose they struggle to grow earnings consistently, almost 10% the day of the announcement. but investors have been more worried Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF Ford also got a valuation bump from one about the existential threat EVs pose and of its investments. Electric-pickup-truck haven’t been convinced traditional auto maker Rivian took in an additional $2.7 makers can compete against Tesla (TSLA) An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a billion, valuing the EV start-up at about and other EV start-ups. Tesla, of course, is prospectus, which contains this and other information, call 1-866-SECTOR-ETF or visit www.sectorspdrs.com. Read the prospectus carefully before investing. $28 billion, according to reports. Rivian the world’s most valuable auto maker by a declined to comment on its private market margin equal to roughly three Toyota Mo- AllETFsaresubjecttorisk,includingpossiblelossofprincipal.SectorETFproductsarealsosubjecttosectorrisksandnon-diversificationrisks,whichgenerally results in greater price fluctuations than the overall stock market. Ordinary brokerage commissions apply. valuation. Details are a little thin, but the tors (TM). The S&P 500 is an index of 500 common stocks that is generally considered representative of the U.S. stock market. You cannot invest directly in an index. valuation increase for Rivian could have The latest moves have started to change amounted to a whopping $20 billion. Ford that perception. The Microsoft deal “adds to ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. owns only 10% to 15% of the company. Still, belief that GM is the global leader in this that’s still roughly $2 to $3 billion in market developing technology,” Ward says. Tradi- value. It wasn’t long ago that Ford’s entire tional auto makers as tech leaders is a new market capitalization was only $28 billion. idea. But it’s an idea which could have the Wall Street loved both deals. biggest impact on Ford and GM in 2021. Deutsche Bank analyst Emmanuel Ros- Ford trades for about 11 times estimated ner put both stocks on his Catalyst Buy 2021 earnings, while GM trades for about list—meaning he expects them to soon nine times. That’s a far cry from the S&P rise—a day after the announcements partly 500 multiple of more than 20 times. If in- because he expects more bullish updates vestors become convinced there is money from both regarding their EV and AV for both in EVs and AVs, then both valua- (short for autonomous vehicle) plans. tion multiples could expand. Manage Your Barron’s Rosner sees more gains for both stocks How high is the question. We aren’t sug- on the near-term horizon. So does J.P. Mor- gesting multiples will balloon to EV-like, or Account Online gan analyst Ryan Brinkman. He increased even market-like, levels. But as traditional his price target for GM stock to $63 from auto makers talk more about EV and AV $49 after the Microsoft investment in investments, perhaps a 30% discount to the Update your account details any time. Cruise. He rates GM shares Buy. market is a reasonable target. That’s It’s quick and easy. On Friday, Brinkman upgraded Ford roughly 14 or 15 times earnings—where stock to Buy from Hold because of its “in- some other slower-than-market growing • Place delivery holds coming tide of hot new products we expect transportation stocks have traded over time. • Changeanaddress will bring substantial volume, mix, and pric- Key to seeing sustainable margin expan- • Reportanissue ing benefits,” such as the new Mustang sion will be traction, not talk, from Ford and • Updateyourpaymentinformation Mach-E all-electric crossover vehicle, which GM EV launches. That makes the Mustang just started shipping to customers. Mach-E, the Cadillac Lyriq, and the all-elec- • Reset your password and more “This is a big deal,” Benchmark analyst tric Hummer really big deals and something Barron’s Mike Ward told , referring to the investors will have to pay close attention to. customercenter.barrons.com GM-Microsoft news. His reasoning applies Multiple expansion for auto companies Explore now at to Ford as well. Barron’s was bullish on Ford no longer feels like crazy talk. But even if it in a November 2020 cover story and on GM doesn’t happen, there is still the prospect in this column in August. for improving profit margins as auto sales The problem for GM and Ford has never continue their recovery from pandemic-in- been their businesses per se, but how in- duced lows. Things are looking up for both ©2021 Dow Jones & Co., Inc. All rights reserved. 2E7838 vestors perceived those businesses. Yes, GM and Ford. —Al Root M4 BARRON’S January 25, 2021 EUROPEAN TRADER EMERGING MARKETS

Anglo-Russian Polymetal Covid Can’t Stop India’s Should Shine for Investors StockMarketRally

By Rupert Steiner of £8 billion, employs 11,611 workers and By Craig Mellow consumer demand. is the second-largest gold producer in “The Covid situation has astonishingly old and silver have always Russia. It fetches a multiple of 8.7 times ndia’s coronavirus vaccine cam- normalized,” says Venkat Pasupuleti, co- been havens for investors dur- this year’s expected earnings and is val- paign, which kicked off Jan. 16, is portfolio manager for India at Dalton In- G ing difficult times, but finding ued at a 20% premium to its peers. The I having a rocky start. Thanks to its vestments. “White-collar people are start- an entry point can be a chal- FTSE 100–listed company posted a pre- vaccine-production prowess, the ing to spend the savings they racked up.” lenge. Investing in a precious-metals tax profit of $618 million for the 2020 country has dibs on 500 million doses of IT shares are starting to look fully miner is one option. calendar year, up from $426 million in the promising Oxford-AstraZeneca jab. valued, Pasupuleti and Modi say. But London-listed Polymetal Interna- 2018, on sales of $2.2 billion. Instead, Prime Minister Narendra Modi’s domestically facing firms have benefited tional (ticker: POLY.UK) is a top-10 gold Maxim Nazimok, Polymetal’s chief government is distributing a domestically structurally from the pandemic, by cut- producer and a top-5 silver producer, financial officer, tells Barron’s that 2020 designed vaccine from Bharat Biotech, ting costs and gobbling market share with assets in Russia and Kazakhstan. “was certainly challenging for the global with no published trial results. Some from distressed competitors in India’s Shares in the Anglo-Russian firm have mining industry due to the Covid-19 out- front-of-line medical workers are saying, huge informal sector. risen 212% over the past five years and break.” Despite this, Polymetal avoided “No thanks.” “The stock market is skewed toward 39.1% in the past 12 months, to 16.94 “any meaningful disruption to operations “It’s an odd move to go with an option companies that benefit from the crisis,” pounds sterling ($23 ), as investors seek- and delivered on our production targets,” that has no data,” says Andrea Taylor, a Pasupuleti says. Dalton is particularly ing to reduce volatility in their portfolio he said. “We have also continued to move scientist at the Duke Global Health Inno- leaning toward “large front-line banks” and hedge against inflation boosted de- with our growth projects on schedule.” vation Center. “I’m quite puzzled.” such as ICICI Bank (IBN) and Axis mand. Polymetal generated record cash flow, Investors couldn’t care less, however. Bank (532215.India), where nonperform- Gold climbed to an eight-week high to thanks in part to higher precious metals Life is all but back to normal in India’s ing loan piles have proved smaller than $1,900 an ounce on the first day of trad- prices, lower local currencies and robust cities, a V-shaped-looking recovery is previously feared. ing of the new year, as the emergence of operating results, he said. In the year under way, and markets are on fire. The A longer-term boost for India could more infectious strains of Covid-19 trig- ahead, Polymetal will see the “commis- iShares MSCI India exchange-traded come from Modi’s latest plan to boost gered deeper global lockdowns. sioning and start of production at Nezhda fund (ticker: INDA) has jumped by a manufacturing, known as the produc- Polymetal, which has nine gold and mine and progress on other projects in quarter since Nov. 1, outpacing even the tion-linked incentive, says Rohit Chopra, silver-producing mines, gave an update our long-term pipeline,” Nazimok said. 18% gain in Chinese stocks. an emerging markets portfolio manager on its production pipeline at the end of The company, which dates to 1998, “The vaccination drive is a nonevent at Lazard Asset Management. last year, promising a 17% increase in was founded by private-equity boss Alex- from the market’s point of view,” says The program looks to filch jobs from gold volume over the next five years. The ander Nesis, who still retains a 28% stake Jimeet Modi, CEO of Samco Securities in China by offering generous subsidies for company sports a 3.5% dividend yield. in the business. Established in Saint Pe- Mumbai (and no relation to the head of making a wide variety of goods in India. Krishan Agarwal, an analyst at Citi, tersburg, Polymetal accumulated mines government). “Cars and housing sales are It could turn the country into an exporter has marked the stock a Buy and thinks it and focused on assets that had been in strong recovery, and you can’t book a of cellphones, auto parts, and other lucra- could rise further because of the com- largely left inactive since Soviet-era ex- decent hotel room until March.” tive wares, Chopra predicts. “We have pany’s significant gold reserves. Poly- ploration. One market driver has nothing to do some of the highest India weightings in metal has boosted its reserve estimates at The business is well-positioned to with India itself. IT-outsourcing power- our portfolio’s history right now,” he its Kyzyl mine in Russia, implying a 25% benefit from the transfer to sustainable houses such as Infosys (INFY) and Tata says. “There is a really strong case for increase. energy because it owns platinum metal Consultancy Services (532540. India), India emerging as a middle-income coun- That should extend the mine’s life to mines. These also contain palladium, No. 3 and 4 in the market index, have try over the next decade.” 30 years, one of the longest in the global which with copper form the cells used for soared on anticipation of global post- Public-health expert Taylor warns that gold universe, Agarwal wrote at the end solar power. Covid demand. But the nation of 1.4 bil- other countries have mistakenly assumed of last year. He has a £24.50 price target In a December note on mining, Citi lion is also beating the pandemic for rea- they were over Covid, and Indian data is on Polymetal. He added: “We expect the analysts wrote, “We remain very bullish sons not entirely understood, but underreported at best. “People are enjoy- company to beat its 2020 production and on palladium and rhodium, with palla- possibly due to a young population (aver- ing a false sense of security, and India cash cost guidance.” dium set to reach $3,000 an ounce over age age 27), high previous exposure to will pay for it,” she says. RBC Capital Markets set the same tar- the next 6 to 12 months.” While infectious diseases, and signs of herd But investors are ready for the ‘20s to get for the stock in a December note, and Polymetal owns mines containing palla- immunity in the densest population cen- roar now. “Very few pockets are exhibit- Russian investment bank VTB Capital dium, it has yet to decide to extract it. ters. Whatever the explanation, reported ing value, but you could see another 20% estimates a 124% rise, to £38. Polymetal’s stock may be a bright spot cases and deaths are down sixfold from a gain anyway,” Jimeet Modi says. “This is Polymetal, which has a market value for investors this year. B peak in September, unleashing pent-up a bull market.” B January 25, 2021 BARRON’S M5

Tesla largely exists in a world of its own making, THE STRIKING PRICE complete with critics and short sellers who have been regularly humbled and abused.

How to Play Tesla’s Equity Options CBOE VOLATILITY INDEX THE EQUITY-ONLY PUT-CALL RATIO Earnings With Options VIX Close VIX Futures Put-Call Ratio S&P 500 Index 90 310 290 270 250 70 230 210 By Steven M. Sears expires Jan. 29 for about $16. This “risk 190 50 170 reversal”—that is, selling a put and buying 150 t’s a sign of these unusual times that a call with different strike prices and the 130 110 Tesla, one of the world’s most contro- same expiration date—costs $11.50. The 30 90 versial stocks, might offer stability to strategy obligates investors to buy the stock 70 I 50 the weary and the wizened. at $740 and enables participation in gains 10 30 FM AM J J A S O ND J FM AM J J A S O ND J The electric-vehicle maker’s stock above $900. Daily Values Source: CBOE Source: McMillan Analysis Corp. (ticker: TSLA) is a relatively known quan- The trade’s upside profitability is predi- tity, and arguably even an aggressively de- cated on Tesla’s stock moving into a new, SPX SKEW NDX SKEW fensive investment, at a time when the old higher trading range. During the past 52 Implied volatility % Implied volatility % ways of advancing through the equity and weeks, the stock has ranged from $70.10 to 16% 16% option markets on the back of major tech- $884.49. The difference between Tesla’s 15 15 nology companies might give way to stocks high and low price is among the widest, if 14 14 that have been battered by the Covid-19 not wildest, in memory. The gap between 13 13 pandemic, such as cruise ship operators, the prices is a graveyard for skeptics and a 12 12 airlines, and hotels. sea of celebration for true believers. 11 11 Tesla largely exists in a world of its own The risk is that the stock tumbles, leav- 10 making, complete with critics and short ing investors on the hook. 10 9 sellers who are regularly humbled and Every earnings report summons a truth- 9 8 abused by the shares’ incredible advance. or-consequences moment for a stock. All of 8 7 FM AM J J A S O ND J FM AM J J A S O ND J One might observe that Tesla is in a secular the haters and fans will gather around to Source: Credit Suisse Equity Derivatives Strategy Source: Credit Suisse Equity Derivatives Strategy bull market, but such dry descriptions fail make concentrated wagers on the post- Skew indicates whether the options market expects a stock-market advance or decline. It measures the difference to convey the power of the stock. In the earnings direction. They will parse man- between the implied volatility of puts and calls that are 10% out of the money and expire in three months. Higher past 52 weeks, Tesla has gained 649% (that agement’s language and discount or hype readings are bearish. is not a typo). So far this year, it’s up 20%. whatever is said and not said. Week's Most Active The path forward for the stock market All that is certain as far Tesla is con- Company Symbol Tot Vol Calls Puts Avg Tot Vol IV %ile Ratio might prove to be heavily dependent on cerned is that the stock tends to exhibit PCTEL PCTI 4679 3997 682 64 99 73.1 whatever fiscal stimulus plan Congress extraordinary swings. The ferocity of the Steel Connect STCN 7594 7093 501 148 100 51.3 approves. Janet Yellen, the incoming Trea- movement is, in many ways, a perfect fit OvsEva Corp. OBSV 40707 34564 6143 956 86 42.6 sury secretary, essentially said during her for options trading. As we have noted sev- Adamis Pharmaceutical ADMP 71611 70889 722 1992 65 35.9 Caladrius Biosciences CLBS 22783 17214 5569 648 87 35.2 congressional testimony that the plan was eral times, a little bit of money spent in the Qutoutiao QTT 93894 86964 6930 2768 100 33.9 to “act big.” Yet Tesla’s pathway is likely options market can become a lot of money Ceragon Networks CRNT 77638 62630 15008 2392 99 32.5 beyond the influence of politicians and if the stock price moves in the anticipated Atlantic Power AT 10022 8383 1639 464 100 21.6 Acrlaris Therapeutics ACRS 51269 14862 36407 2432 49 21.1 bureaucrats. direction. The appeal of that type of poten- Senseonics SENS 432450 354538 77912 23124 99 18.7 As my young son recently observed, tial profit—despite the significant risk of CoreLogic CLGX 12491 11499 992 740 82 16.9 Elon Musk, Tesla’s founder and CEO, is profound loss—is likely why so many peo- DBV Technologies DBVT 8703 7531 1172 516 71 16.9 creating the future. Many people agree, and ple treat Tesla like a messianic lottery Houghton Mifflin Harcount HMHC 11581 7804 3777 736 68 15.7 VirnetX VHC 47398 41852 5546 3368 20 14.1 that could explain why Tesla seems im- ticket. BorgWarner BWA 34773 32086 2687 2944 74 11.8 mune from the ordinary laws of markets We could cite all sorts of analyst com- Airgain AIRG 3616 3195 421 332 98 10.9 and financial analysis—at least for now. mentary to support the bullish Tesla thesis Acer Therapeutics ACER 5475 4652 823 520 70 10.5 Thanks to the flexible qualities of op- into earnings. We could note that some NGL Energy Partners NGL 34339 28450 5889 3384 96 10.1 Cornerstone Building Brands CNR 13632 12358 1274 1424 71 9.6 tions, it’s possible to calibrate any enthusi- analysts recently increased their target Cardiff Oncology CRDF 31359 22936 8423 3432 73 9.1 asm one might feel toward Tesla to a key price. We could cite reams of negative com- This table of the most active options this week, as compared to average weekly activity – not just raw volume. The idea is that the event: the release of Tesla’s financial results mentary, too. Frankly, all of it is probably of unusually heavy trading in these options might be a predictor of corporate activity – takeovers, earnings surprises, earnings pre- announcements, biotech FDA hearings or drug trial result announcements, and so forth. Dividend arbitrage has been eliminated. In for the fourth quarter on Jan. 27. minimal utility. Musk’s vision of the future, short, this list attempts to identify where heavy speculation is taking place. These options are likely to be expensive in comparison to their usual pricing levels. Furthermore, many of these situations may be rumor-driven. Most rumors do not prove to be true, so one With Tesla’s stock trading around $847, and his command of Tesla’s ecosystem, should be aware of these increased risks if trading in these names investors can sell the January $740 put exists in what is arguably an alternative Ratio is the Tot Vol divided by Avg Tot Vol. IV %ile is how expensive the options are on a scale from 0 to 100. option that expires Jan. 29 for about $4.50 universe that children understand, even if Source: McMillan Analysis and buy the January $900 call option that many adults do not. B M6 BARRON’S January 25, 2021 COMMODITIES

Lumber Rally May Fade If Housing Market Cools GUIDE TO WEALTH

By Myra P. Saefong leading to a price drop. On Jan. 21, lumber settled at $748 per 1,000 board feet, with umber prices more than doubled prices down more than 14% this year. last year to touch a record high, The rollout of Covid-19 vaccines, mean- L but the rally has faded on the back while, might be bearish for lumber. Vaccines “This is when we of a rebound in supplies. With the could lead to a slowdown in housing con- value of the commodity down sharply in struction and lumber demand, says Michael the new year, prospects for fresh records Gayed, portfolio manager of the ATAC US have dimmed. Rotation exchange-traded fund (ticker: really get to excel.” “The flight to homeownership and the RORO), which uses lumber and gold prices reallocation of discretionary money to- to help gauge volatility in equities. ward home-improvement projects” in the Those vaccinated against Covid-19 wake of the Covid-19 pandemic contrib- might move back to cities, where steel is uted to the 2020 rally, says Greg Kuta, the dominant choice for construction, he president of lumber broker Westline Capi- says. Still, a “secular shift” to work-from- The average Barron’s-ranked advisor tal Strategies. “Federal government inter- home arrangements in the suburbs, which has almost three decades of experience vention and the creation of free money in mainly use lumber for construction, pro- the form of low interest rates” fed home- vides a bullish case for prices. and has thrived through adversity. Find ownership demand and boosted home-im- Gayed, who analyzes the lumber-gold provement construction, he says. “The relationship to gauge risk in the financial an advisor who has the experience to perfect storm allowed demand to over- markets, sees the severe decline in lumber whelm housing [as well as] lumber supply this year as “a big warning sign that we navigate uncertainty. in 2020.” could be entering a serious risk-off period Lumber futures climbed 115% in 2020, sooner than people think.” after hitting a record settlement of $928.20 Lumber is a leading indicator of hous- per 1,000 board feet on Sept. 1. ing, which is a leading economic indicator, Most of the lumber manufacturing sup- so “lumber’s performance has important Visit the Guide to Wealth at ply chain initially shut down when implications on future growth, inflation, Covid-19 hit, creating a supply constraint, construction and credit creation for the barrons.com/guide says Joe Sanderson, managing director of economy.” Meanwhile, gold is more of a natural resources at Domain Timber Advi- haven commodity and tends to do well in sors. That happened at a time when “new high-risk periods for the stock market. housing starts and the repair-and-remodel Comparing the two commodities “tells sector rose significantly.” you a lot about risk” and in 2020, lumber Many lumber manufacturers have since vastly outpaced gold performance, says come back online, he says, leading to im- Gayed. With the pullback in prices this proved supply. There has also been a “fun- year, lumber “may be starting to warn that NEW + IMPROVED! damental change” in the U.S. workforce, as the future will be more challenged than we New interface. people look to build additions to their think for the stock market.” Looking homes for better teleworking environ- ahead, volatility is likely to “remain ele- More insights. ments, says Sanderson. There’s likely “to vated for all markets” and lumber will New finder tool. be increased demand for a larger house probably “gyrate meaningfully,” he says. design, which could bolster lumber prices Westline Capital’s Kuta sees a wide for the foreseeable future.” trading range of $450 to $1,150 this year, Even so, he doesn’t expect to see any but admits that price forecasting “with any drastic price changes this year, with a degree of certainty is…useless for the fore-

“How Top Advisors are Navigating the Crisis,” Barron’s. 3/19/20 range of $550 to $650, but also says signifi- seeable future,” as the industry grapples cant tax-policy changes may “cool” hous- with the new norm “coming out of a case- ©2020 Dow Jones & Company. All Rights Reserved. 2E210 ing starts or other parts of the economy, study year like 2020.” B January 25, 2021 BARRON’S M7 INSIDE SCOOP Increases POWER PLAY In Holdings Seeds of DermTech (DMTK) RTW Investments increased its Discontent interest in the maker of skin-cancer tests to 13.1% through a public Carnival Sees Wave offering. On Jan. 7, RTW bought 200,000 DermTech shares at the At Corteva offering price of $29.50 apiece, increasing the investment firm’s Of Insider Stock Sales holding to 3,118,666 DermTech By CARLETON ENGLISH common shares; 31,450 of which underlie exercisable warrants. t’s less than a month into 2021, DermTech will use the proceeds and already an activist battle is By ED LIN including dividend-equivalent stock from the offering to fund “further I brewing. associated with the release of re- commercialization of its clinical Starboard Value, the hedge arnival stock cratered last stricted share units. He owns another commercial tests, accelerate pipe- fund led by Jeff Smith, is looking to year, as the coronavirus 565,199 shares through a trust that he line development, and for general take control of seed giant Corteva’s pandemic wiped out the controls. Carnival corporate purposes.” (ticker: CTVA) board and is calling market for cruises, and Chief Financial Officer David Bern- executives, on the company to replace CEO Jim in mid-January, three top stein sold 49,031 Carnival shares on including CEO Collins. While Corteva is a rela- C executives, including chief Jan. 14 for a total of $1 million, an Arnold Donald, tively young company, the result of executive Arnold Donald, average price of $21.12 each. He now sold nearly $3 Decreases a spin-off from DowDupont in sold shares. owns 74,156, including dividend- million of stock 2019, Starboard contends that its Carnival (ticker: CCL) shares equivalent shares. of the cruise In Holdings operating performance could be plunged 67% in 2020, and that was Arnaldo Perez, general counsel and operator after “meaningfully improved.” following a December boost. secretary, sold 14,215 Carnival shares a recent slump. Tenneco (TEN) Starboard’s assessment comes On Jan. 11, Carnival stock dipped for $300,220, also on Jan. 14 and at Icahn Enterprises reported in two after Corteva stock gained nearly after the company preliminarily re- a per share average price of $21.12. separate disclosures that it had 40% last year, and set an all-time ported a large fourth-quarter loss. The Perez now owns 31,357 shares, includ- reduced an investment in the high this month, thanks in large shares are now down about 5% this ing dividend-equivalent shares. Perez maker of automotive components. part to a surge in agricultural com- year. also owns another 34,832 Carnival Icahn Enterprises first sold modity prices. But Starboard noted CEO Donald sold 62,639 Carnival shares through a trust. 699,560 Tenneco Class A shares on in a letter to Corteva’s board that shares on Jan. 14 for $1.3 million, an Carnival didn’t respond to a request Jan. 12 through Jan. 14 at prices the company has had a “litany of average per share price of $21.12. to make the executives available for ranging from $11.02 to $11.65 per missed promises and unforced er- According to a form he filed with the comment on their stock sales. share. Icahn Enterprises then sold rors” as the fund called out the Securities and Exchange Commission, None of the executives sold stock another 165,658 Tenneco shares company for not improving its Donald now owns 170,371 shares, last year. B from Jan. 15 through Jan. 20 at profitability. Starboard is aiming to $10.75 to $10.83 each. gain eight of Corteva’s 12 board Icahn Enterprises now holds seats at the annual meeting, which 12.7% of Tenneco’s outstanding has yet to be scheduled. Class A stock, or 8,061,085 shares. Corteva countered that it is at an receive a majority of votes for re-elec- In addition, it owns all of Tenneco’s “inflection point” and its work over Activist Holdings tion at Enzo Biochem’s 2020 annual outstanding, nonvoting Class B the past 18 months will soon be meeting of shareholders. Roumell As- stock, which stands at 18,101,189 reflected in earnings. It also ex- Enzo Biochem (ENZ) set Management believes “there is [no] shares. pressed confidence in CEO Collins. Roumell Asset Management reason to wait 90 days to accept Rab- The market so far appears un- Bicycle Therapeutics disclosed a 2,761,229-share stake in bani’s resignation” and urged the board These disclosures are sure of the outcome of the looming the molecular-diagnostics biotech. to “abide by the will of the company’s from 13Ds filed with (BCYC) struggle. Corteva stock fell roughly Jim Roumell, president of Rou- shareholders and promptly accept the Securities and Vertex Venture Management 5% since Starboard’s letter was Exchange Commission. mell Asset Management, addressed Rabbani’s resignation.” 13Ds are filed within revealed that it had slashed its released—though much of that a letter dated Jan. 14 to Enzo Bio- On Jan. 20, Enzo Biochem an- 10 days of an entity’s stake in the U.K.-based biothera- could be investors taking profits. attaining more than chem’s board, writing that it should nounced the formation of two new 5% in any class of a peutics firm by nearly half to Starboard is no stranger to activ- accept Chairman and CEO Elazar board committees. One will guide company’s securities. 883,475 American depositary re- ist dustups. It launched six cam- Rabbani’s conditional resignation strategic partnerships, acquisitions, Subsequent changes ceipts. Vertex Venture sold a total paigns last year and won 24 board in holdings or inten- that he tendered on Jan. 8. Per Enzo and divestitures, and the other will tions must be re- of 737,693 Bicycle ADRs from Dec. seats, making it one of the busiest Biochem’s bylaws, the board has 90 help drive the development of senior ported in amended 14 through Jan. 19, at $19.20 to hedge funds of 2020, according to days to convene and either accept or leadership at the firm. The board filings. This material is $28.56 each. Vertex now owns the data from Lazard. It disclosed a from Jan. 14 through delay the resignation. Rabbani of- provided no update on Rabbani’s Jan. 20, 2021. Source: equivalent of 4.2% of Bicycle’s out- 1.6% stake in $30 billion Corteva fered to step down, as he did not resignation. InsiderScore.com standing ordinary shares. late last year. The two sides have had talks, but the battle has clearly begun .B M8 BARRON’S January 25, 2021

January 26-27, 2021 Solutions Today for a Better Tomorrow SOLUTIONSTODAYFORABETTERTOMORROW

Building upon the foundation set by Barron's first Wealth Gap conference in September 2020, Solutions Today for a Better Tomorrow expands beyond why it's important to address the gap, focusing on two key factors in how to close the gap: access to capital and access to opportunity.

The two-day conference will feature experts in banking, housing, health care, criminal justice, and more, with programming starting daily at noon ET.

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Marla Blow Senior Vice President of Social Impact, The Center for Inclusive Growth, Mastercard Bill Bynum Chief Executive Officer, HOPE Arne Duncan Managing Partner, Emerson Collective Brandee McHale Head of Citi Community Investing & Development and President of Citi Foundation Chuck Robbins Chairman and Chief Executive Officer, Cisco Dr. Rajiv J. Shah President, The Rockefeller Foundation

Register today at: barrons.com/wealthgap

©2021DowJones&Company,Inc.Allrightsreserved.4E5153 January 25, 2021 BARRON’S M9 Charting the Market A graphic look at selected stock activity for the week ended on January 22, 2021 n Edited by Bill Alpert

NETFLIX ALIBABA GROUP HOLDING INTERNATIONAL BUSINESS MACHINES INTEL

NFLX (NASD) • 565.17 • 67.19 601 BABA (NYSE) • 258.62 • 15.16 272 IBM (NYSE) • 118.61 • -9.78 135 INTC (NASD) • 56.66 • -0.92 66 December-quarter reve- 570 Founder Jack Ma ap- 264 The computing giant’s 130 Although December- 63 nue growth of 22%, and 539 peared for the first time in 256 revenue fell 8% in the 125 quarter revenue of $20 bil- 60 guidance for even stronger 508 months, in a video. He had 248 December quarter, and its 120 lion exceeded guidance, it 57 growth this quarter, followed Holiday 477 vanished after criticizing Holiday 240 guidance for 2021 free cash Holiday 115 fell 1%, and March guidance Holiday 54 a 22% rise in streaming-TV MTWT F China’s bank regulators and MTWT F flow of $11 to $12 billion MTWT F was weak. Earnings were MTWT F subscribers—to 204 million. scrapping Ant Group’s IPO. disappointed Wall Street. flat at $1.52 a share. Stock Price $ Stock Price $ Stock Price $ Stock Price $ 603 325 160 70 540 292 145 64 477 259 130 58 414 226 115 52 351 193 100 46 288 160 85 40

Volume in Millions Volume in Millions Volume in Millions Volume in Millions 94 212 62 322 47 106 31 161 0 0 0 0 J F M A M J J A S O N DJ J F M A M J J A S O N DJ J F M A M J J A S O N DJ J F M A M J J A S O N DJ

LUMENTUM HOLDINGS RIOT BLOCKCHAIN WESTWATER RESOURCES GEVO

LITE (NASD) • 99.00 • -7.32 103 RIOT (NASD) • 20.97 • -4.81 28 WWR (NASD) • 6.58 • 1.58 8 GEVO (NASD) • 10.51 • 4.11 12 The laser networking 100 Bitcoin prices slipped, as 25 Reports that China might 7 The renewable-energy 11 firm will buy industrial-laser 97 Treasury nominee Yellen 22 limit exports of raw materi- 6 firm sold $350 million worth 10 maker Coherent, for $5.7 94 suggested curtailing crypto- 19 als for batteries were seen 5 of stock, after its shares 9 billion in cash and stock. Holiday 91 currencies. Shares of the Holiday 16 as good news for Westwa- Holiday 4 jumped on the naming of its Holiday 8 MTWT F MTWT F MTWT F MTWT F Lumentum said December miner, and its rival Mara- ter’s plans to make battery- co-founder as a Biden sci- profit topped $1.91 a share. thon Patent, wavered. grade graphite in Alabama. ence adviser. Stock Price $ Stock Price $ Stock Price $ Stock Price $ 118 32.5 17.5 12.5 106 26.0 14.0 10.0 94 19.5 10.5 7. 5 82 13.0 7. 0 5.0 70 6.5 3.5 2.5 58 0.0 0.0 0.0

Volume in Millions Volume in Millions Volume in Millions Volume in Millions 24 220 418 1240 12 110 209 620 0 0 0 0 J F M A M J J A S O N DJ J F M A M J J A S O N DJ J F M A M J J A S O N DJ J F M A M J J A S O N DJ

SUNPOWER ALCOA AMC ENTERTAINMENT HOLDINGS GRITSTONE ONCOLOGY

SPWR (NASD) • 47.21 • 15.25 49.0 AA (NYSE) • 19.40 • -3.88 26 AMC (NYSE) • 3.51 • 1.18 5 GRTS (NASD) • 27.11 • 20.72 38 In his first days, Presi- 44.5 Higher aluminum prices 24 As contemplated in De- 4 The biotech company ex- 30 dent Biden quickly signed 40.0 brought positive cash flow 22 cember, the movie theater 3 pects to start a Phase 1 trial 22 executive orders to rejoin 35.5 in the December quarter, 20 chain issued $100 million in 2 of a Covid-19 vaccine in the 14

the Paris climate accord and Holiday 31.0 despite a sales dip. Ship- Holiday 18 notes to an institutional Holiday 1 current quarter. It said the Holiday 6 cancel some fossil-fuel proj- MTWT F ments in 2021 might decline MTWT F investor. AMC can redeem MTWT F vaccine should work against MTWT F ects. More to come. by 6%, however. them after 2022. new SARS-CoV-2 mutations. Stock Price $ Stock Price $ Stock Price $ Stock Price $ 50 26.5 12.5 37.5 40 22.0 10.0 30.0 30 17.5 7. 5 22.5 20 13.0 5.0 15.0 10 8.5 2.5 7. 5 0 4.0 0.0 0.0

Volume in Millions Volume in Millions Volume in Millions Volume in Millions 74 58 768 140 37 29 384 70 0 0 0 0 J F M A M J J A S O N DJ J F M A M J J A S O N DJ J F M A M J J A S O N DJ J F M A M J J A S O N DJ

The charts record the net change in share price, the high, low and closing trades, and share volume for companies with noteworthy stock activity last week. In addition, the graphs depict last week’s daily price activity in detail. The dotted line on some graphs denotes the stock’s 200-day moving average; lack of a moving average means the shares have traded for less than that time period. M10 BARRON’S January 25, 2021 Winners and Losers

NYSE BIGGEST % MOVERS NYSE MOST ACTIVE NYSE AMERICAN MOST ACTIVE NASDAQ MOST ACTIVE Winners Volume Percentage Leaders Volume Percentage Leaders Volume Percentage Leaders Name (Sym) Volume Close Change %Chg. Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change Name (Sym) Volume %Chg. Close Change GameStop(GME) 361747 65.01 +29.51 +83.1 ClimateChgCrisisA(CLII) 51751 9852.0 22.00 +9.45 ChardanHlthcr2(CHAQ) 190 308.1 10.61 +0.11 ComSovereign(COMS) 2874 9169.5 3.40 –2.60 ClimateChgCrisisA(CLII) 51751 22.00 +9.45 +75.3 CellcomIsrael(CEL) 1203 2170.9 4.48 –0.68 AnnovisBio(ANVS) 651 214.2 10.55 +0.53 GritstoneOncology(GRTS) 139657 8156.9 27.11 +20.72 GSXTechedu(GSX) 39312 92.00 +32.40 +54.4 TigaAcqnA(TINV) 552 1832.0 10.49 –0.06 Kaleyra(KLR) 2107 198.1 12.96 +2.03 AclarisTherap(ACRS) 139232 5939.7 18.22 +12.34 AMC Ent(AMC) 769374 3.51 +1.18 +50.6 Hilltop(HTH) 22758 934.5 32.97 +4.54 DocumentSecSys(DSS) 21980 149.5 4.16 –1.79 PCTEL(PCTI) 8934 2478.9 8.78 +2.24 ReneSola(SOL) 15311 33.55 +11.06 +49.2 GlobalShipLease(GSL) 3957 748.1 13.10 –3.44 BiomX(PHGE) 148 149.1 6.51 –0.20 Trimble(TRMB) 61547 1400.0 70.76 +1.30 BoqiiHolding(BQ) 14211 9.66 +3.09 +47.0 BrasilAgro(LND) 274 704.6 4.89 –0.59 SparkNetworks(LOV) 867 146.1 6.28 +0.93 Coherent(COHR) 8631 1044.2 205.31 +53.36 BlackBerry(BB) 424945 14.04 +4.20 +42.7 BoqiiHolding(BQ) 14211 695.9 9.66 +3.09 BioceresCrop(BIOX) 450 114.0 8.04 +0.14 111(YI) 7152 953.1 11.90 +4.88 CapitalSrLiving(CSU) 393 27.04 +7.81 +40.6 GameStop(GME) 361747 548.5 65.01 +29.51 AgEagleAerial(UAVS) 48283 103.7 13.89 +3.88 SCYNEXIS(SCYX) 9885 933.5 8.11 +0.22 OspreyTechA(SFTW) 3344 479.0 11.24 +0.70 inTEST(INTT) 314 99.6 7.31 +0.40 Docebo(DCBO) 948 786.6 53.01 –1.49 Losers GS Acqn II A(GSAH) 19029 467.7 12.26 +0.72 BM Tech(BMTX) 851 99.4 15.93 +0.98 DrivenBrands(DRVN) 10658 755.5 29.79 +3.10 Name (Sym) Volume Close Change %Chg. Yeti(YETI) 24386 453.2 70.21 –3.80 InfuSystems(INFU) 654 61.5 17.74 +0.79 GilatSatellite(GILT) 15750 714.7 10.10 +2.78 GlobalShipLease(GSL) 3957 13.10 –3.44 –20.8 ProSightGlobal(PROS) 922 439.3 12.63 –0.12 AlphaProTech(APT) 7456 55.4 13.31 +0.81 EHang(EH) 37372 631.1 77.20 +37.20 GasLog(GLOG) 8935 4.70 –1.17 –19.9 NewFrontierHlth(NFH) 1657 429.0 8.68 –0.02 MastechDigital(MHH) 116 53.8 17.45 +0.37 AyalaPharm(AYLA) 299 593.5 13.15 +0.21 NorthernGenesis(NGA) 21480 27.15 –6.33 –18.9 BlackBerry(BB) 424945 412.4 14.04 +4.20 Espey(ESP) 35 44.8 19.39 +0.46 Brainsway(BWAY) 362 543.2 9.95 +1.86 EquitransMdstm(ETRN) 41437 7.03 –1.46 –17.2 ChurchillCapIV(CCIV) 211488 380.8 22.35 +3.99 AdamsRes(AE) 46 30.2 25.99 +1.50 PassageBio(PASG) 5429 527.5 19.81 –8.43 Alcoa(AA) 45329 19.40 –3.88 –16.7 BrightScholarEduc(BEDU) 400 379.3 6.18 +0.35 CorMedix(CRMD) 1802 27.7 8.64 –0.20 Playtika(PLTK) 20210 519.0 30.24 –1.38 Transocean(RIG) 133683 2.74 –0.54 –16.5 LGLS ysAcqn(DFNS) 815 362.8 10.80 +0.05 PTK Acqn(PTK) 178 27.1 10.40 +0.02 CytomXTherap(CTMX) 11147 487.8 6.65 –1.28 Hims&HersHealth(HIMS) 5264 15.20 –2.84 –15.7 FortressValueII(FAII) 3985 346.6 11.91 +0.61 RetractableTechs(RVP) 5767 24.6 12.78 +0.27 JounceTherap(JNCE) 8474 483.0 12.55 +3.43 MurphyOil(MUR) 27303 12.52 –2.17 –14.8 DanimerScientific(DNMR) 14614 303.0 39.39 +11.30 RaMedicalSys(RMED) 1293 22.6 7.71 +0.74 DyneTherap(DYN) 6156 444.3 20.20 –8.41 TakedaPharm(TAK) 27391 301.5 18.13 +0.69 GoodrichPetrol(GDP) 160 22.3 10.11 –0.90 CEVA(CEVA) 3153 436.6 68.63 +14.70 NYSE AMERICAN BIGGEST % MOVERS By Share Volume By Share Volume By Share Volume Winners Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change%Chg. Name (Sym) Volume Close Change %Chg. AMC Ent(AMC) 769374 3.51 +1.18 +50.6 Senseonics(SENS) 848848 2.31 +0.73 +46.2 Apple(AAPL) 429124 139.07 +11.93 +9.4 TransEnterix(TRXC) 395877 3.71 +1.64 +79.2 FordMotor(F) 616981 11.52 +1.69 +17.2 Inuvo(INUV) 520441 1.78 +1.13+173.8 Intel(INTC) 236934 56.66 –0.92 –1.6 OncoCyte(OCX) 9601 4.76 +1.34 +39.2 BlackBerry(BB) 424945 14.04 +4.20 +42.7 Zomedica(ZOM) 486597 0.96 –0.02 –1.9 Cinedigm(CIDM) 227798 1.38 +0.55 +67.1 AgEagleAerial(UAVS) 48283 13.89 +3.88 +38.8 NIO(NIO) 401162 61.95 +5.68 +10.1 TransEnterix(TRXC) 395877 3.71 +1.64 +79.2 AdvMicroDevices(AMD) 206035 92.79 +4.58 +5.2 NanoViricides(NNVC) 4478 4.43 +1.15 +35.1 GameStop(GME) 361747 65.01 +29.51 +83.1 Globalstar(GSAT) 370369 1.04 +0.17 +19.3 FuelCell(FCEL) 202452 18.13 +2.29 +14.5 eMagin(EMAN) 13442 2.82 +0.65 +30.0 PalantirTech(PLTR) 272186 32.58 +6.94 +27.1 ITTechPkg(ITP) 137508 0.79 +0.22 +37.7 AmerAirlines(AAL) 171800 15.82 +0.06 +0.4 NTN Buzztime(NTN) 18416 3.10 +0.71 +29.7 GeneralElec(GE) 240540 11.11 –0.22 –1.9 Oragenics(OGEN) 118351 1.09 +0.16 +17.4 Qutoutiao(QTT) 170862 3.37 +1.24 +58.2 WidePoint(WYY) 1555 14.49 +2.75 +23.4 BankofAmerica(BAC) 226840 31.55 –1.46 –4.4 NorthernDynasty(NAK) 94793 0.53 +0.01 +1.2 Zynga(ZNGA) 158104 10.71 +1.04 +10.8 LineageCell(LCTX) 16759 2.66 +0.49 +22.6 ChurchillCapIV(CCIV) 211488 22.35 +3.99 +21.7 InspireMD(NSPR) 85728 0.70 +0.10 +16.2 GritstoneOncology(GRTS) 139657 27.11 +20.72+324.3 Losers GeneralMotors(GM) 175304 55.40 +5.43 +10.9 iBio(IBIO) 85051 1.76 +0.29 +19.7 AclarisTherap(ACRS) 139232 18.22 +12.34+209.9 (T) 136057 28.93 –0.24 –0.8 (SYN) 71372 0.91 +0.09 +11.2 (TNXP) 131670 1.03 +0.12 +13.2 Name (Sym) Volume Close Change %Chg. AT&T SyntheticBio TonixPharm Nokia(NOK) 135548 4.20 +0.12 +2.9 PalatinTech(PTN) 65853 1.07 +0.29 +36.7 Microsoft(MSFT) 129101 225.95 +13.30 +6.3 DocumentSecSys(DSS) 21980 4.16 –1.79 –30.1 Transocean(RIG) 133683 2.74 –0.54 –16.5 IsoRay(ISR) 57212 2.24 +0.26 +13.1 Tilray(TLRY) 116219 18.02 –1.68 –8.5 CentrusEnergy(LEU) 550 22.09 –2.75 –11.1 Pfizer(PFE) 128920 36.55 –0.15 –0.4 AgEagleAerial(UAVS) 48283 13.89 +3.88 +38.8 Facebook(FB) 95830 274.50 +23.14 +9.2 ContangoO&G(MCF) 10185 2.76 –0.28 –9.2 WellsFargo(WFC) 126489 31.90 –0.14 –0.4 GranTierraEner(GTE) 36578 0.50 –0.01 –1.9 SiriusXM(SIRI) 94433 5.97 +0.17 +2.9 SifcoInd(SIF) 162 10.11 –0.92 –8.3 fuboTV(FUBO) 126457 37.72 +5.59 +17.4 US Antimony(UAMY) 32787 0.84 +0.13 +19.1 Tesla(TSLA) 91581 846.64 +20.48 +2.5 GoodrichPetrol(GDP) 160 10.11 –0.90 –8.2 ItauUnibanco(ITUB) 121630 5.40 –0.56 –9.4 AmpioPharm(AMPE) 30259 1.80 +0.44 +32.4 LiAuto(LI) 89400 34.44 +1.84 +5.6 NorthernOil&Gas(NOG) 3832 10.35 –0.86 –7.7 MarathonOil(MRO) 111882 8.15 –0.10 –1.2 B2Gold(BTG) 29871 5.05 +0.01 +0.2 Ceragon(CRNT) 78725 5.06 +0.21 +4.3 Enservco(ENSV) 3225 2.06 –0.17 –7.6 XPeng(XPEV) 111435 56.39 +8.57 +17.9 NewGold(NGD) 27223 1.90 –0.03 –1.6 CiscoSystems(CSCO) 77497 44.77 –0.66 –1.5 Daxor(DXR) 6 12.85 –0.96 –6.9 SouthwesternEner(SWN) 109057 3.41 –0.55 –13.9 NovaBayPharm(NBY) 24826 1.01 +0.10 +10.6 MicronTech(MU) 76709 82.28 +1.56 +1.9 NASDAQ BIGGEST % MOVERS By Dollar Volume By Dollar Volume By Dollar Volume Winners Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg. Name (Sym) $ Volume Close Change%Chg. Name (Sym) Volume Close Change %Chg. Alibaba(BABA) 25522100 258.62 +15.16 +6.2 Senseonics(SENS) 2125100 2.31 +0.73 +46.2 Tesla(TSLA) 76330700 846.64 +20.48 +2.5 GritstoneOncology(GRTS) 139657 27.11 +20.72 +324.3 NIO(NIO) 23496800 61.95 +5.68 +10.1 TransEnterix(TRXC) 1332140 3.71 +1.64 +79.2 Apple(AAPL) 56954400 139.07 +11.93 +9.4 AclarisTherap(ACRS) 139232 18.22 +12.34 +209.9 GameStop(GME) 18070400 65.01 +29.51 +83.1 Inuvo(INUV) 791287 1.78 +1.13+173.8 Amazon.com(AMZN) 528453003292.23+187.98 +6.1 EHang(EH) 37372 77.20 +37.20 +93.0 GeneralMotors(GM) 9598370 55.40 +5.43 +10.9 AgEagleAerial(UAVS) 629912 13.89 +3.88 +38.8 Netflix(NFLX) 35597800 565.17 +67.19 +13.5 111(YI) 7152 11.90 +4.88 +69.5 TaiwanSemi(TSM) 9448750 129.14 +3.91 +3.1 Zomedica(ZOM) 502360 0.96 –0.02 –1.9 Microsoft(MSFT) 28571800 225.95 +13.30 +6.3 36Kr(KRKR) 6414 5.30 +2.11 +66.1 JPMorganChase(JPM) 8454840 133.79 –4.85 –3.5 Globalstar(GSAT) 423451 1.04 +0.17 +19.3 Facebook(FB) 25354200 274.50 +23.14 +9.2 Qutoutiao(QTT) 170862 3.37 +1.24 +58.2 Boeing(BA) 8358090 205.84 +1.52 +0.7 CheniereEnergy(LNG) 300060 66.00 –0.27 –0.4 AdvMicroDevices(AMD) 18484000 92.79 +4.58 +5.2 Neuronetics(STIM) 3904 21.27 +7.22 +51.4 PalantirTech(PLTR) 7700320 32.58 +6.94 +27.1 B2Gold(BTG) 151201 5.05 +0.01 +0.2 Alphabet A(GOOGL) 182709001892.56+164.94 +9.5 ExOne(XONE) 6263 22.55 +7.29 +47.8 Salesforce.com(CRM) 7646240 225.77 +12.63 +5.9 IsoRay(ISR) 135442 2.24 +0.26 +13.1 NVIDIA(NVDA) 14278500 548.50 +34.12 +6.6 IBM(IBM) 7427140 118.61 –9.78 –7.6 iBio(IBIO) 129755 1.76 +0.29 +19.7 Alphabet C(GOOG) 140670001901.05+164.86 +9.5 Losers Visa(V) 7376940 202.02 +0.43 +0.2 Oragenics(OGEN) 121471 1.09 +0.16 +17.4 Intel(INTC) 13742300 56.66 –0.92 –1.6 Name (Sym) Volume Close Change %Chg. BankofAmerica(BAC) 7284940 31.55 –1.46 –4.4 AultGlobal(DPW) 115274 5.32 +0.09 +1.7 Baidu(BIDU) 9806590 252.75 +13.88 +5.8 ComSovereign(COMS) 2874 3.40 –2.60 –43.3 FordMotor(F) 6855490 11.52 +1.69 +17.2 ITTechPkg(ITP) 101718 0.79 +0.22 +37.7 PayPal(PYPL) 7644880 252.00 +12.21 +5.1 PassageBio(PASG) 5429 19.81 –8.43 –29.9 Square(SQ) 6642850 222.88 –4.87 –2.1 AlphaProTech(APT) 99117 13.31 +0.81 +6.5 ZoomVideo(ZM) 7419290 383.40 –1.13 –0.3 DyneTherap(DYN) 6156 20.20 –8.41 –29.4 Disney(DIS) 6110720 172.78 +1.34 +0.8 DocumentSecSys(DSS) 86720 4.16 –1.79 –30.1 Moderna(MRNA) 7129460 131.02 +1.37 +1.1 AthiraPharma(ATHA) 4435 20.06 –6.49 –24.4 XPeng(XPEV) 5958250 56.39 +8.57 +17.9 RetractableTechs(RVP) 73930 12.78 +0.27 +2.2 Roku(ROKU) 7104440 422.85 +14.55 +3.6 WorldAcceptance(WRLD) 499 112.19 –28.86 –20.5 Mastercard(MA) 5544740 328.99 +5.73 +1.8 PalatinTech(PTN) 67764 1.07 +0.29 +36.7 Airbnb(ABNB) 6533770 181.87 +12.60 +7.4 KLX Energy(KLXE) 488 7.82 –1.69 –17.8 EliLilly(LLY) 5471330 206.14 +15.37 +8.1 SyntheticBio(SYN) 61937 0.91 +0.09 +11.2 MicronTech(MU) 6415940 82.28 +1.56 +1.9 CytomXTherap(CTMX) 11147 6.65 –1.28 –16.1 Citigroup(C) 5351700 61.33 –2.90 –4.5 NTN Buzztime(NTN) 60885 3.10 +0.71 +29.7 Adobe(ADBE) 6307130 472.44 +14.36 +3.1 OrchardTherap(ORTX) 6316 5.95 –1.13 –16.0 BlackBerry(BB) 5349330 14.04 +4.20 +42.7 InspireMD(NSPR) 55189 0.70 +0.10 +16.2 MercadoLibre(MELI) 47550401965.05+113.27 +6.1

Includes Common shares only. All figures reflect activity for the most-recent five-day trading week. Share volume figures are expressed in thousands. Volume percentage leaders exclude stocks with average daily volume of fewer than 5,000 shares or priced under $5. Average volume is based on 65 trading days. Volume figures do not reflect extended trading hours. a-Stock has not been in existence or not been traded for 65 consecutive sessions. S-Stock split or stock dividend amounting to 10% or more. X-Ex-dividend For personal non-commercial use only. Do not edit or alter. Reproductions permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 www.djreprints.com January 25, 2021 BARRON’S M11 Research Reports How Analysts Size Up Companies

These reports, excerpted and edited by Barron’s, were issued recently by investment potential, and an arsenal of levers to gener- flow, which we estimate is close to $1 billion. ate long-term growth. We are raising our And we expect reduced indebtedness, thanks and research firms. The reports are a sampling of analysts’ thinking; they should not price target to $525 from $400. to improved free cash flow. be considered the views or recommendations of Barron’s. Some of the reports’ issuers have provided, or hope to provide, investment-banking or other services to the Viatris • VTRS-Nasdaq Clearwater Paper • CLW-NYSE companies being analyzed. Buy • Price $18.30 on Jan. 8 Outperform • Price $40.64 on Jan. 20 by CFRA by BMO Capital Markets

MGM Resorts International $13, and our stock-price target to $200 from We have lifted our price target by $1, to $19, Clearwater [a specialist in private-label tissue] • MGM-NYSE $172. The target equates to 14.3 times our four times our 2021 EPS estimate. Launched has made sweeping leadership changes. With Outperform • Price $29.80 on Jan. 19 new 2021 EPS estimate. That’s a discount to from the combination of Pfizer’s [PFE- a checkered history, it remains an undercov- by Macquarie Research other best-in-class small- to mid-cap banks. NYSE] Upjohn business and Mylan, Viatris ered “show me” story. We have encouraging is an attractive long-term play, Larger than experience with the new team. If it executes MGM has walked away from its bid to PDC Energy • PDCE-Nasdaq Mylan was, it has an improved debt and prof- operationally and delivers on deleveraging, the acquire Entain (ENT.UK), an online/retail Overweight • Price $25.34 on Jan. 21 itability profile. Viatris targets cost synergies multiple should expand. Even without multiple gaming operator and 50/50 partner in the by J.P. Morgan of $1 billion over four years, enabling margin expansion, reducing debt would be a powerful BetMGM joint venture. MGM offered 0.6 of expansion and growth in Ebitda. It also prom- lever. We estimate fiscal 2021 free cash flow at a share for each Entain share, valuing En- We hosted PDC’s CEO, chief financial officer, ises a dividend of at least 25% of free cash $8 a share. Price target: $48. tain at about $18.85 a share, a 22% premium and investor relations [representatives] on a to that company’s preannouncement price. virtual roadshow with buy-side investors While the intention was to control the yesterday. PDC outlined steps that could INSIDER TRANSACTIONS: Recent Filings entire BetMGM venture, the decision shows narrow the sharp discount to its intrinsic Purchases Sales $ Val $ Val that MGM remains disciplined around its value. In particular, we believe that PDC [an Company /Symbol Insiders Shares (000's) Company /Symbol Insiders Shares (000's)

balance sheet, something that it has focused oil-and-gas producer] could provide a three- Cullinan Management CGEM 4 504,750 14,936 Carvana CVNA 4 190,000 55,122 on for the past two years. year outlook, in conjunction with fourth-quar- Affirm AFRM 2 150,000 14,586 Teladoc Health TDOC 3 174,681 39,339 Mountain Crest Acquisition Ii MCADU 2 270,000 2,700 Community Health Systems CYH 1 3,557,369 30,272 Going forward, we believe that the [coming ter 2020 earnings, that should showcase its Steel Partners SPLP 1 70,182 780 Blink Charging BLNK 1 540,000 28,247 recovery] in Las Vegas (which produced 50% ability to repeatedly deliver industry-leading Adverum Biotechnologies ADVM 2 18,600 214 Wayfair W 6 81,097 27,938 of MGM’s 2019 earnings before interest, free cash flow at conservative commodity Steel Partners SPLPPR 1 9,761 198 Guardant Health GH 1 150,000 23,759 Rev REVG 2 20,500 186 Peloton Interactive PTON 3 135,000 21,481 taxes, depreciation, and amortization) re- prices and utilize free cash flow to “force” Vector VGR 1 15,000 182 Facebook FB 1 83,410 20,911 mains the most attractive piece of the MGM the valuation higher by delevering the bal- Destination Xl DXLG 2 376,150 140 Gamestop GME 4 903,119 20,099 story. We expect leisure travel to be healthy ance sheet and returning significant cash to Heico HEI.A 1 1,054 125 Dexcom DXCM 1 47,022 16,966 Landec LNDC 1 10,000 110 Carmax KMX 4 158,952 16,875 following vaccination progress. Compared shareholders via buybacks. We estimate that Bank Of South CarolinaBKSC 4 6,000 98 Horizon Therapeutics HZNP 1 211,204 16,450 with 2019, we believe that Las Vegas Ebitda, PDC will generate $1.3 billion-plus of FCF ZedgeZDGE 2 13,335 94 Shake Shack SHAK 2 147,920 16,437 in 2021/22/23 will fall by 57%, 17%, and 10%, over the next three years, generating an av- Phillips 66 Partners PSXP 2 2,890 87 Ncino NCNO 8 232,261 16,420 Century Bancorp CNBKA 2 1,050 84 Crispr Therapeutics CRSP 3 72,500 15,289 respectively. The consensus is for declines of erage 17% FCF yield that would sit near the York Water YORW 15 877 39 Okta OKTA 2 50,940 13,159 59%, 21%, and 6%. Our price target is $36. top of our coverage group. Price target: $30. Owens & Minor OMI 1 1,000 27 Pinterest PINS 1 175,000 12,985 Lantheus LNTH 1 1,000 16 Cigna CI 1 55,280 12,438 Volt Information Sciences VOLT 2 6,000 15 1Life Healthcare ONEM 4 300,073 12,353 Signature Bank • SBNY-Nasdaq Restoration Hardware • RH-NYSE Hudson Global HSON 1 1,330 15 Phreesia PHR 5 185,448 11,772 Buy • Price $149.45 on Jan. 21 Overweight • Price $467.83 on Dec. 9 An insider is any officer, director or owner of 10% or more of a class of a company's securities. In most cases, an insider must report any trade to by Maxim Group by Wells Fargo Securities the SEC within two business days. The tables highlight companies that filed with the SEC through last Wednesday. The tables do not include pension-plan or employee stock-option activity, trades by beneficial owners of 10% or more, trades under $2 per share or trades under 100 shares. The "Purchases" column includes only open-market and private purchases; the "Sales" column includes only open-market and private sales, Fourth-quarter earnings per share of $3.26 Restoration Hardware’s fiscal third-quarter and excludes trades preceded by option exercise in the 12 months prior to the reported event. Source: Thomson Reuters beat the consensus estimate by 13%, as results delivered across the board, with 25% record deposit growth created $10 billion of sales growth, [6.7%] of gross margin expan- INSIDER TRANSACTIONS RATIO excess cash (versus $60 billion of earning sion, a record margin of 26.7% on earnings 60 assets) available for loans (which grew by a before interest and taxes, and a 17% EPS record amount in the period, with a strong beat. This marks RH’s first quarter without 50 first-quarter 2021 pipeline) and securities, the impact of Covid-related gallery closures 40 which should drive net interest income in and reflects very strong category demand Bearish 2021 and ’22. (+42% core) that remained robust into the 30 Covid-related loan deferrals were down to November/December period. The results re- 20 2.6% and modifications down to 6.6% (from a flect pricing power in [the decorative hard- peak of 25%), so credit loss provisioning ware and home furnishings company’s] busi- 10 should decline further. We are raising our ness model. Despite absorbing its fair share Bullish Ratio = 12 0 2021 earnings estimate to $14 a share from of fiscal 2020 disruption, RH continues to J F M A M J J A S O N DJ fire on all cylinders. We continue to view the To be considered for this section, material RH story as among the most intriguing in Ratio of Insiders Sales to Buys. Readings under 12:1 are Bullish. Those over 20:1 are Bearish. should be sent to [email protected]. retail, with luxury positioning, 25% margin The total top 20 sales and buys are 428,311,725 and 34,630,526 respectively; Source: Thomson Reuters For personal non-commercial use only. Do not edit or alter. Reproductions permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 www.djreprints.com M12 BARRON’S January 25, 2021 Market View This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s. “With literally a ‘shot in the arm,’ the job market may come back to life much quicker than almost

anyone anticipates.” —J AMES WPAULSEN, The Leuthold Group

Too Much Stimulus, Too Few Shots to end badly for investors, as the 2000-01 centers along the coasts. Suddenly, the though down somewhat from October’s 14- “tech wreck” left many stocks unscathed immense challenge and costs of reversing year high. For the year, existing-home sales Paulsen’s Perspective even as speculative stocks fell sharply. climate change seem less daunting. Most totaled 5.64 million, up by more than 5% The Leuthold Group Some of the stories we are witness to important, we have unlocked a medical mir- from 2019. It would have been hard to fore- leutholdgroup.com right now can scarcely be believed. The acle that will have a profound impact on see that back in April! CEO of a fashionable growth company with health care and longevity, akin to the engi- The release strikes an optimistic tone, as Jan. 21: The broad U-6 unemployment rate a P/E over 1,000 and a market cap of almost neering gains ushered in by the space race the National Association of Realtors, or is currently 11.7%, and the regular U-3 rate $1 trillion recently tweeted his support for a of the 1960s. NAR, expects demand to remain robust in is still 6.7%. Unemployment is higher today social-media upstart called Signal. Investors —TYLER HARDT 2021, which seems like a good bet to me, as than about 73% of the time since 1950, so it responded by blasting money into an unre- well. The biggest impediment to higher is understandable why both monetary and lated penny stock called Signal Advance, Covid Relief Could Shrink sales at this point is a dearth of available fiscal policies remain full tilt. which saw its share price increase from $0.60 supply. The number of existing homes on Economic programs traditionally take per share to a high of $70.85. Again, this is Special Commentary the market fell by 16% from November and time to improve unemployment after a reces- a totally unrelated company with a similar Wells Fargo by 23% from a year ago. The months’ supply sion. However, the Covid-19 crisis created a name. The stock cooled off somewhat, but as wellsfargo.com figure dropped to 1.9%, the first time ever unique divergence within the job market that of this writing, Signal Advance remains up below two months (going back to 1982). The will not be solved by customary economic more than 1,000% from its unaffected price. Jan. 22: We view Biden’s $1.9 trillion pro- NAR release applauds the sharp increase in policies, but instead by vaccinations. The market is littered with similar stories of posal [for Covid-19 relief] as an opening bid housing starts in recent months but argues, Consequently, with literally a “shot in the rampant, uninformed speculation. and not necessarily an outline that will be as I have, that starts will probably need to arm,” the job market may come back to life Investors who stick to reliable companies translated into bill language verbatim. But, remain vigorous for at least another year or much quicker than almost anyone anticipates. backed by solid fundamentals still have a the 19-page outline is fairly detailed for an two to catch up to the once-in-a-generation Should this occur, policy officials will be left good chance to grow their purchasing power opening bid, and it firmly signals that an- rise in demand for homes that occurred in with a nearly fully employed economy and over time, even in an elevated market. other Covid relief deal will be a day-one leg- large part because of the pandemic. massive, excess stimulus—potentially creat- Investors who throw their money into the islative priority for the Biden administration. —STEPHEN STANLEY ing additional problems down the road. wind will lose it. It is as simple as that. Our expectation is that a deal will even- The fastest route to economic recovery— —DOUG GERLACH tually be struck, probably in March, but In Japan, Ouch! and perhaps the best approach to minimize that the final legislation will be much unintended consequences longer term—is Goodbye, Financial Crisis Funk smaller than what is in Biden’s proposal and Daily Notes on the Global Economy not another round of relief checks, but more along the lines of the $900 billion High Frequency Economics instead greater resources behind President 2020 Fourth Quarter Investor Letter package that was enacted in December. hifreqecon.com Joe Biden’s desire to “put shots” in 100 mil- Pelican Bay Capital Management We think that the balance of risks is lion arms within 100 days. pelicanbaycap.com skewed towards a smaller deal, or no deal at Jan. 22: Here is more bad news about —JAMES W. PAULSEN all, rather than a bigger deal closer to the Japan’s overall economic situation: National Jan. 14: We believe that the theme for 2021 initial Biden proposal. That said, when paired department-store sales in December were Nutty Speculation will be optimism. Society is poised to emerge with the $900 billion package enacted at the 13.7% lower than a year ago, according to from isolation and deprivation wrought by end of December, this should be plenty of fis- figures this morning from industry associa- Investor Advisory Service the pandemic. We collectively faced a cruci- cal support to see the U.S. economy through tion JDSA. In November, they were 14.3% ICLUBcentral ble, and while it still may be hard for many to the summer when, hopefully, vaccine dis- lower than a year ago. Sales are not only de- investoradvisoryservice.com to recognize it, we are all stronger and better tribution is well on its way to completion. pressed by public health measures, but also prepared for the future.... —MICHAEL PUGLIESE AND HOP MATHEWS the population is aging fast and shrinking. Jan. 20: Outside of imperiled commercial Looking back at the pandemic, it may That means fewer young households estab- real estate, almost no asset class looks prove to be a blessing for society, providing Needed: More Houses lishing new homes and families, and fewer cheap right now. Bonds certainly do not im- the trigger that shakes us out of the funk customers for large-scale retail stores over- press, with safe yields still near zero while we have found ourselves in since the finan- December Existing Home Sales all. Declining retail spending as the nation inflation knocks on the door. Equities look cial crisis. The digitization of work and pro- Amherst Pierpont depopulates is a secular crisis, upon which better. estimates ductivity is a boon for workers everywhere, apsec.com the pandemic has been overlaid. Ouch! the S&P 500 index’s forward price/earnings as many are finally free of the 9-to-5 grind —CARL B. WEINBERG ratio at 25, almost exactly where it stood a and daily commute to a large, stuffy office Jan. 22: Existing-home sales ended the year year ago at this time. Investors will need to building. The interior of the country will in a familiar place—stronger than expected. To be considered for this section, material, with be selective. Corners of the market are have a renaissance, as high-quality jobs no The December sales pace increased to 6.76 the author’s name and address, should be sent clearly in bubble territory. This doesn’t have longer require a cubicle in unaffordable city million units, up slightly from November to [email protected]. For personal non-commercial use only. Do not edit or alter. Reproductions permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 www.djreprints.com January 25, 2021 BARRON’S M13 Composite List FIVE-DAY DOW COMPOSITE NOTICE TO READERS: Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters Back in the Saddle: After falling the prior week, the Dow gained 0.6% in Joe Biden’s first week as president. Apple jumped 9% on the week, while IBM fell 7.6% after announcing Please visit the new Market Lab home page on barrons.com under Data. weak sales and weak guidance. www.barrons.com/market-data/market-lab Monday Tuesday Wednesday Thursday Friday 31260 - Earnings - - Earnings - 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div H High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt O 20.78 4.95 AlleghenyTechs ATI ... dd 18.12 –0.33 1.85 –.55 –.47 ... 31135 A 139.24 77.37 Allegion ALLE 1.1 35 113.61 –0.80 4.29 4.81 4.67 .32 84.71 48.22 Allete ALE 3.8 19 65.71 –4.01 3.59 ... 3.68 .6175 L 45.84 8.56 AAR AIR .8 dd 37.16 –1.04 .13 ...... 075 112.20 20.51 AllianceData ADS 1.2 12 70.82 –0.20 5.46 8.37 12.02 .21 30.89 14.71 ABB ABB 2.2 12 30.43 +1.08 .67 .78 1.25 .8252 36.45 13.24 AllianceBernstein AB 7.7 13 36.03 +0.89 2.49 ...... 69 31010 I 42.95 19.79 ABMIndustries ABM 1.9 dd 39.69 –1.50 ... 2.48 ... .19 46.98 26.15 AllisonTransm ALSN 1.5 15 44.63 +3.79 4.91 2.73 3.83 .17 11.38 3.51 ACCO Brands ACCO 3.0 11 8.80 –0.03 1.06 1.27 1.05 .065 125.92 64.13 Allstate ALL 2.0 8 110.43 +2.03 14.03 12.71 12.63 .54 56.59 25.11 ADC Therap ADCT ... dd 33.36 +0.82 –1.89 –3.54 –2.79 ... 41.99 10.22 AllyFinancial ALLY 1.9 20 40.61 –0.27 4.34 4.13 5.10 .19 D 17.21 3.41 ADT ADT 1.6 dd 9.00 +0.22 ... 1.12 1.14 .035 19.84 7.74 AlpineIncmProp PINE 5.4 92 16.25 +1.00 ... .25 .26 .22 30885 12.14 9.90 AEA-Bridges IMPX.UT ...... 12.02 +0.44 ...... 10.90 3.59 AltaEquipment ALTG ... dd 10.27 +0.21 ... –.67 .28 ... (Prev Fri's A 11.09 9.65 AEA-BridgesA IMPX ...... 10.97 +0.30 ...... 3.34 0.45 AltaEquipWt ALTG.WT ...... 2.70 +0.02 ...... Close) 2.22 0.65 AEA-BridgesWt IMPX.WT ...... 2.05 +0.08 ...... 185.75 75.17 Alteryx AYX ... dd 125.83 +5.18 ...... 74 ... Y +116.26 +257.86 -12.37 -179.03 55.73 21.76 AECOM ACM ... dd 53.68 –0.05 –1.16 2.66 3.02 ... 38.30 15.96 AlticeUSA ATUS ... cc 36.12 +0.72 ... .65 1.67 ... 30760 28.68 8.11 AES AES 2.2 dd 27.10 –0.50 .45 1.40 1.56 .1505 13.07 9.86 AltimarAcqn ATAC.UT ...... 11.65 –0.05 ...... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 53.38 23.07 Aflac AFL 2.8 7 46.43 –0.05 4.43 4.91 4.87 .33 12.07 10.00 AltimarAcqnA ATAC ...... 10.98 +0.08 ...... 118.11 35.33 AGCO AGCO .6 42 114.09 –0.04 1.63 ...... 16 3.78 1.30 AltimarAcqnWt ATAC.WT ...... 2.20 –0.16 ...... 16.70 1.46 AG Mortgage MITT 3.9 dd 3.05 +0.12 2.39 –14.87 .15 .03 15.21 12.24 AltimeterGrw2 AGCB ...... 13.93 +1.43 ...... dd 3.05 1.29 AHBeloA AHC 8.1 1.97 +0.02 ... .22 .28 .04 50.77 30.95 Altria MO 8.2 cc 41.83 +0.63 –.70 4.38 4.62 .86 - Earnings - - Earnings - 7.78 1.91 AMC Ent AMC .0 dd 3.51 +1.18 ... –4.12 –5.31 .03 9.95 4.60 AlumofChina ACH ... 81 8.50 –0.16 ...... 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 89.22 36.65 AMN Healthcare AMN ... 40 75.08 +2.87 2.40 ...... 11.50 9.51 AlussaEnergy ALUS.UT ...... 11.28 –0.17 ...... High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt 16.53 5.02 AMTD Intl HKIB ...... 6.50 –0.10 .55 3.57 2.40 ... 10.81 9.25 AlussaEnergyA ALUS ... cc 10.42 +0.04 ...... 2.27 0.34 ARC Document ARC 2.1 14 1.92 –0.17 .07 ... .10 .01 1.89 0.47 AlussaEnergyWt ALUS.WT ...... 1.79 +0.16 ...... 15.78 4.48 AppleHospREIT APLE .0 dd 13.21 +0.37 .77 ...... 10 ...... AtlStreetAcqnWt ASAQ.WT ...... 1.41 ...... 7.75 3.17 ASETech ASX 1.2 20 7.52 +0.41 .26 .41 .49 .1363 22.48 8.74 AmbacFin AMBC ... dd 15.64 –0.25 –4.69 –5.74 –.87 ... 86.06 30.66 AppliedIndlTechs AIT 1.5 cc 84.32 +0.92 .62 3.49 4.17 .32 12.73 5.39 Atlas ATCO 4.4 12 11.38 +0.24 1.72 1.08 1.16 .125 92.00 29.04 ASGN ASGN ... 26 90.41 +4.57 3.28 4.67 ...... 10.15 3.24 AmbacFinWt AMBC.WT ...... 5.00 +0.31 ...... 141.33 79.84 Aptargroup ATR 1.0 44 138.19 –0.64 3.66 4.01 4.41 .36 11.31 9.93 AtlasCrestInvt ACIC.UT ...... 11.12 +0.11 ...... 38.82 26.08 AT&T T 7.2 19 28.93 –0.24 1.89 3.50 3.70 .52 4.53 1.90 Ambev ABEV ... 23 2.80 –0.25 .19 .10 .12 ... 152.78 29.22 Aptiv APTV .0 21 139.49 –3.26 3.85 1.77 4.05 .22 11.82 9.73 AtlasCrestInvt ACIC ...... 10.60 +0.18 ...... 10.94 3.43 A10Networks ATEN ... 79 9.91 +0.05 –.23 .27 .51 ... 12.40 5.80 Amcor AMCR 4.2 24 11.09 +0.04 .38 .71 .76 .1175 46.66 9.65 Aramark ARMK 1.2 dd 35.46 –1.09 –1.83 –.25 1.73 .11 2.35 1.30 AtlasCrestInvtWt ACIC.WT ...... 1.86 –0.04 ...... 66.16 31.82 AXIS Capital AXS 3.4 dd 48.84 –2.08 3.37 ...... 42 87.66 58.74 Ameren AEE 2.8 21 72.88 –1.51 3.35 ... 3.77 .515 15.32 3.54 ArborRealty ABR 8.4 16 14.63 +0.25 1.27 .96 1.46 .32 121.08 77.92 AtmosEnergy ATO 2.8 18 89.09 –0.94 4.89 5.04 5.39 .625 42.62 26.35 Azek AZEK ... dd 41.70 +0.47 ... .74 .89 ... 63.45 13.38 Ameresco AMRC ... 54 59.12 +5.09 ... 1.01 1.22 ... 25.76 6.64 ArcelorMittal MT ... dd 22.43 –1.52 –2.42 ... 2.60 ... 26.40 3.71 AuroraCannabis ACB ... dd 10.65 –1.39 –25.28 ...... 51.68 19.31 AZZ AZZ 1.4 99 48.74 +1.36 1.84 2.00 2.67 .17 18.04 10.12 AmericaMovil AMX 2.4 35 14.28 –0.11 ... 18.19 25.27 .1771 62.19 21.80 ArchResources ARCH .0 dd 51.12 +0.76 13.52 –15.81 3.48 .50 110.91 59.54 Autohome ATHM .7 28 110.37 +7.49 3.91 28.90 32.73 .77 31.00 16.20 Aaron's AAN ...... 20.70 –0.77 ...... 2.01 ... 17.94 10.41 AmericaMovil A AMOV 2.4 37 14.88 +0.51 ... .62 1.30 .1771 53.99 28.92 ArcherDaniels ADM 2.7 19 52.82 +0.62 2.44 ... 3.68 .36 95.93 38.16 Autoliv ALV .0 50 88.50 +1.56 5.29 2.76 6.52 .62 115.14 61.61 AbbottLabs ABT 1.6 60 112.84 +1.54 2.06 3.55 4.42 .45 48.15 20.15 AmericanAssets AAT 3.5 46 28.98 +0.04 .84 1.26 .85 .25 10.36 2.09 Archrock AROC 5.9 dd 9.75 +0.13 .70 ... .27 .145 78.33 20.59 AutoNation AN ... 17 76.69 +2.52 4.97 ... 6.79 ... 113.41 62.55 AbbVie ABBV 4.7 23 110.86 +0.34 5.28 10.48 12.24 1.30 10.62 2.50 AmericanAxle AXL ... dd 9.68 +0.94 –4.31 –.11 1.10 ... 31.59 5.80 Arconic ARNC ... 19 28.13 –2.16 ... .12 2.01 ... 1297.82 684.91 AutoZone AZO ... 16 1227.16 –21.17 71.93 75.68 84.58 ... 24.76 7.42 Abercrombie&Fitch ANF .0 dd 24.32 +0.06 .60 ... 1.21 .20 49.02 20.13 AmCampus ACC 4.5 82 41.70 –1.32 .60 .43 .31 .47 8.00 2.92 ArcosDorados ARCO .0 dd 5.50 +0.30 ... .40 .23 .03 184.41 55.50 Avalara AVLR ... dd 163.91 +6.78 –.68 –.04 –.15 ... 26.25 9.10 AcadiaRealty AKR .0 57 15.09 –0.64 .62 ...... 29 24.80 6.54 AmerEagle AEO 2.3 dd 24.28 +1.49 1.12 ...... 1375 64.11 28.14 Arcosa ACA .3 26 62.48 –0.66 2.32 ...... 05 229.40 118.17 Avalonbay AVB 3.9 35 164.73 +0.73 5.63 4.31 3.54 1.59 15.11 5.22 AccelEnt ACEL ... dd 10.36 –0.04 –.09 .22 .55 ... 34.25 9.07 AmEqtyLf AEL 1.1 3 29.90 –0.60 2.68 .97 4.25 .32 40.01 8.55 ArcusBiosci RCUS ... dd 38.41 +1.43 –1.93 –2.10 –2.33 ... 57.24 35.62 Avangrid AGR 3.8 23 46.39 +0.68 2.26 1.97 ... .44 271.18 137.15 Accenture ACN 1.4 31 254.77 +1.12 7.89 ... 9.05 .88 138.13 67.00 AmerExpress AXP 1.4 31 126.14 +3.99 7.99 3.34 ... .43 21.54 9.20 Ardagh ARD 3.3 dd 18.13 +0.22 ...... 1.60 .15 50.00 19.46 AvanosMedical AVNS ... cc 47.56 +0.49 –.96 .69 1.11 ... 21.20 7.96 AcornIntl ATV ... 7 20.87 +0.07 3.81 2.60 2.73 ... 115.03 44.01 AmericanFin AFG 2.4 30 84.84 –2.86 9.85 7.50 9.08 .50 7.92 2.61 ArdmoreShipping ASC .0 7 3.35 –0.22 –.69 .10 .09 .05 12.31 9.85 AvantiAcqn AVAN.UT ...... 11.98 +0.48 ...... 129.07 67.46 AcuityBrands AYI .4 19 122.89 +4.91 6.27 8.20 8.94 .13 32.04 17.50 AmHomes4Rent AMH .6 cc 31.17 +0.93 ...... 25 .05 17.72 2.78 AresCommRealEst ACRE 10.9 23 12.14 +0.20 1.28 1.28 ... .33 11.19 9.65 AvantiAcqnA AVAN ...... 10.90 +0.37 ...... 42.83 20.65 Acushnet GOLF 1.5 33 41.06 +0.62 1.60 1.08 1.73 .155 56.42 16.07 AIG AIG 3.2 dd 40.08 –1.27 3.74 ... 4.36 .32 49.86 20.20 AresMgmt ARES 3.5 85 45.28 +0.14 1.06 1.68 ... .40 2.30 0.61 AvantiAcqnWt AVAN.WT ...... 2.16 +0.16 ...... 8.39 3.31 Adecoagro AGRO ... dd 7.75 –0.22 –.01 –.28 .59 ... 15.98 5.99 AmRltyInv ARL ... 17 9.58 –0.49 –1.00 –4.46 –4.43 ... 54.50 29.91 Argan AGX 2.2 cc 44.86 –1.04 –2.73 1.37 ... 1.00 30.73 6.66 Avantor AVTR ... cc 30.52 +1.57 –.84 ... 1.12 ... 38.26 5.90 Adient ADNT ... dd 35.36 +0.25 –5.83 3.18 4.27 ... 11.98 5.57 AmericanRenal ARA ... dd 11.50 +0.03 –.68 .10 .14 ... 68.72 25.00 ArgoGroup ARGO 2.8 dd 44.66 –0.68 –.25 .25 3.06 .31 23.53 6.13 Avaya AVYA ... dd 23.50 +2.30 –7.45 4.20 4.66 ... 10.46 10.21 AditEdTech ADEX.UT ...... 10.35 +0.06 ...... 96.64 65.11 AmerStWater AWR 1.7 36 80.51 –0.86 2.28 2.26 2.37 .335 320.34 156.63 AristaNetworks ANET ... 35 311.21 –5.86 10.63 8.93 9.93 ... 164.11 76.96 AveryDennison AVY 1.6 25 156.68 –2.65 3.57 6.88 ... .62 39.30 19.76 AdtalemGlbEduc ATGE ... 10 38.75 +1.85 –1.58 2.92 2.84 ... 272.20 174.32 AmerTowerREIT AMT 2.0 53 223.92 +4.03 4.24 ... 5.05 1.21 6.77 1.40 ArlingtonAsset AAIC ... dd 3.86 –0.07 .31 .25 .27 ... 46.38 8.69 Avient AVNT 2.0 57 42.52 –0.31 7.58 1.67 2.31 .2125 177.92 71.33 AdvanceAuto AAP .6 24 163.76 –1.49 6.84 8.59 9.55 .25 19.56 11.35 AmerVanguard AVD .4 51 18.44 +0.64 .46 ...... 02 9.01 1.20 ArloTech ARLO ... dd 8.11 +0.22 –1.14 –.92 –.66 ... 53.00 32.09 Avista AVA 4.2 21 38.66 –1.67 2.97 1.97 2.05 .405 97.04 22.13 AdvDrainageSys WMS .4 46 94.05 +4.54 –3.21 2.59 1.58 .09 172.56 92.00 AmerWaterWorks AWK 1.4 44 160.91 +1.19 3.43 ...... 55 19.43 6.40 ArmadaHoffler AHH 3.8 25 11.51 +0.14 .41 .51 .46 .11 31.48 12.92 AxaltaCoating AXTA ... 70 27.57 –1.50 1.06 1.18 1.76 ... 23.00 8.06 AdvanSix ASIX ... 37 22.77 +0.90 1.43 1.21 2.91 ... 41.80 21.34 AmericanWell AMWL ... dd 29.48 +0.17 –.38 –1.28 –.69 ... 21.15 4.95 ArmourRes ARR 10.6 dd 11.31 +0.32 –4.59 1.54 ... .10 43.48 13.69 AxosFinancial AX ... 13 41.74 –0.06 2.98 3.16 3.18 ... 4.40 1.80 Aegon AEG 1.4 10 4.23 –0.15 .63 .42 .68 .071 10.55 10.05 AmericasTechAcqn ATA.UT ...... 10.55 +0.10 ...... 5.60 1.12 ArmstrongFlooring AFI ... dd 4.21 +0.11 –2.42 –.79 –.70 ... 44.55 5.30 Azul AZUL ... dd 21.21 –0.02 –5.36 ...... 3.00 1.34 Aenza AENZ ... dd 2.39 +0.16 –1.61 –.10 .13 ... 41.29 23.30 AmericoldRealty COLD 2.4 81 35.40 +1.24 .26 .37 .65 .21 111.46 57.96 ArmstrongWorld AWI 1.1 dd 79.40 –4.36 4.32 3.60 3.94 .21 53.60 11.81 AzurePowerGlbl AZRE ... dd 44.87 –1.18 –.74 ... .04 ... 64.86 10.42 AerCap AER ... dd 41.21 –2.01 8.51 ...... 214.50 80.01 Ameriprise AMP 2.0 15 211.79 +3.51 13.92 14.47 19.41 1.04 108.27 39.25 ArrowElec ARW ... 18 104.89 +1.00 –2.44 7.30 9.10 ... 57.27 32.15 AerojetRocket AJRD .0 34 52.51 +0.05 1.69 ...... 5.00 112.48 72.06 AmerisourceBrgn ABC 1.6 dd 107.76 +0.96 –16.65 8.41 9.19 .44 55.25 17.69 ArtisanPtrsAsset APAM 5.3 18 52.79 +0.05 2.65 3.29 4.55 .83 B 115.20 44.37 AffiliatedMgrs AMG .0 49 113.11 +2.79 .31 12.88 ... .01 125.81 54.82 Ametek AME .6 31 117.35 –1.65 3.75 3.90 4.26 .18 40.12 20.57 Asana ASAN ... dd 38.97 +0.34 ... –1.23 –1.04 ... 129.34 61.13 AgilentTechs A .6 55 126.33 +0.12 2.30 3.70 4.19 .194 5.56 2.40 AmnealPharm AMRX ... 12 4.97 +0.14 ... .62 .71 ... 172.32 39.36 AsburyAutomotive ABG ... 15 162.45 –0.01 9.55 12.53 11.63 ... 31.93 10.39 B&G Foods BGS 6.3 15 30.05 +1.82 1.17 2.35 2.36 .475 89.23 31.00 AgnicoEagle AEM 2.0 27 70.69 +2.04 2.00 1.88 3.85 .35 7.74 1.94 Ampco-Pitt AP ... 10 6.92 +0.11 –1.67 .20 .26 ... 11.96 10.00 AscendantDigital ACND.UT ...... 11.50 +0.27 ...... 49.26 31.66 BCE BCE 5.9 23 43.03 –0.86 2.54 2.31 2.57 .6518 80.51 45.23 AgreeRealty ADC 3.8 35 64.84 +1.01 1.93 1.73 1.80 .207 137.18 63.05 Amphenol APH .9 35 132.24 +0.50 3.75 ... 4.23 .29 11.00 9.57 AscendantDigA ACND ...... 10.55 +0.05 ...... 6.37 1.91 BEST BEST ... dd 2.27 +0.26 ... –3.96 –1.37 ... 47.55 8.41 AirLease AL 1.5 9 42.50 –0.78 5.09 4.33 4.86 .16 6.46 0.49 AmplifyEnergy AMPY .0 dd 2.00 –0.05 –1.20 –7.45 –.53 .10 2.25 0.93 AscendantDigWt ACND.WT ...... 1.87 +0.16 ...... 21.38 5.69 BG Staffing BGSF 3.0 71 13.45 –0.19 1.28 1.51 1.17 .10 327.89 167.43 AirProducts APD 1.9 33 283.60 –3.31 8.49 9.29 10.49 1.34 9.08 3.98 Amrep AXR ... dd 7.80 –0.19 –.73 .40 .76 ... 27.25 1.27 AshfordHosp AHT ... dd 2.67 –0.06 –15.80 –41.90 –20.07 ... 74.41 29.78 BHP Group BHP 3.3 23 71.79 +1.18 ... 5.32 ... 1.30 13.54 9.96 AjaxI AJAX.UT ...... 13.49 +0.71 ...... 76.37 26.04 Anaplan PLAN ... dd 71.55 +0.65 –1.15 –.30 –.27 ... 89.24 38.88 AshlandGlobal ASH 1.3 dd 85.65 +0.67 –8.39 4.37 4.96 .275 60.97 23.64 BHP Group BBL 4.1 19 58.27 +0.63 ...... 1.30 13.35 11.00 AjaxI AJAX ...... 12.62 +0.63 ...... 38.50 12.66 AngloGoldAsh AU ... 34 23.21 +1.13 –.03 2.66 ...... 21.56 4.09 AspenAerogels ASPN ... dd 18.88 –1.42 –.60 –.74 –.67 ... 47.46 18.84 BJ'sWholesale BJ ... 16 42.25 +2.33 1.35 3.04 1.82 ... 4.30 2.50 AjaxIWt AJAX.WT ...... 3.60 +0.07 ...... 78.47 32.58 AB InBev BUD 1.6 dd 66.61 –2.03 ... 2.03 3.16 .5669 10.87 9.85 AspirCnsUn ASPL.UT ...... 10.66 –0.05 ...... 15.75 6.41 BP Midstream BPMP 11.1 8 12.52 –0.43 1.58 1.59 ... .3475 154.66 70.99 AlamoGroup ALG .4 31 153.79 +2.29 5.33 5.59 7.24 .14 10.50 3.51 AnnalyCap NLY 10.9 dd 8.36 +0.07 –1.60 ... 1.12 .22 10.72 9.65 AspirCnsA ASPL ...... 10.24 +0.08 ...... 38.20 14.74 BP BP 7.8 dd 23.87 –0.39 1.20 –1.21 1.77 .315 11.58 3.34 AlamosGold AGI ... 30 7.95 +0.08 .25 ...... 8.80 1.69 AnteroMidstream AM 15.1 dd 8.13 –0.37 –.80 –.23 .87 .3075 1.65 0.73 AspirCnsWt ASPL.WT ...... 1.48 –0.10 ...... 7.65 1.26 BP Prudhoe BPT ... 4 2.91 –0.04 ... 4.22 4.98 ... 67.48 20.02 AlaskaAir ALK .0 dd 54.47 +0.82 6.19 –2.82 4.39 .375 7.83 0.64 AnteroResources AR ... dd 6.67 –0.59 –1.11 –.24 –.33 ... 34.02 13.94 AssetMarkFin AMK ... dd 24.79 +0.71 –.01 ...... 8.27 2.27 BRF BRFS ... 12 3.82 –0.17 .09 .44 .19 ... 78.79 30.46 AlbanyIntl AIN 1.0 25 76.72 +0.69 ... 3.48 3.09 .20 340.98 171.03 Anthem ANTM 1.2 16 314.09 –12.33 18.47 ...... 95 21.49 10.23 AssociatedBanc ASB 3.7 10 19.32 –0.79 1.86 1.42 1.55 .18 18.28 6.00 BRT Apartments BRT 5.7 dd 15.46 +0.19 .05 –1.02 –.63 .22 188.35 48.89 Albemarle ALB .9 49 173.71 –6.43 5.02 3.97 5.27 .385 3.80 0.79 AnworthMtg ANH 7.6 dd 2.64 +0.12 –.65 ...... 05 48.26 24.19 AssocCapital AC .6 dd 35.25 –0.21 ...... 10 70.57 40.40 BWX Tech BWXT 1.3 20 58.18 –1.67 2.55 3.00 ... .19 18.25 12.91 Albertsons ACI 2.3 10 17.50 +0.21 ... 3.13 1.85 .10 238.19 143.93 Aon AON .9 27 206.46 –1.47 6.37 9.65 10.74 .46 143.67 76.27 Assurant AIZ 2.0 21 134.90 –5.27 5.84 ...... 66 6.42 0.77 Babcock&Wilcox BW ... dd 6.28 +1.54 –3.87 –.47 –.37 ... 26.20 5.16 Alcoa AA ... dd 19.40 –3.88 –.91 1.29 1.01 ... 41.00 35.99 AptIncmREIT AIRC ...... 39.20 +0.67 ...... 61 ... 48.67 13.64 AssuredGuaranty AGO 2.2 9 36.27 –2.22 4.04 2.85 2.74 .20 109.19 41.50 BadgerMeter BMI .7 60 100.08 +1.66 1.61 1.69 1.81 .18 74.48 39.37 Alcon ALC ... dd 74.03 +3.86 –1.34 ...... 7.42 3.27 ApartmtInv AIV 34.1 5 4.81 –0.08 3.90 .02 –.01 .9831 25.51 1.20 AtHomeGroup HOME ... dd 24.93 +2.20 –3.35 ... 1.55 ... 24.04 9.12 BakerHughes BKR 3.2 dd 22.17 –0.70 –14.73 .68 1.07 .18 23.32 8.32 Alexander&Baldwin ALEX 4.1 cc 16.68 –0.33 –.51 .10 .37 .15 18.70 4.30 APi Group APG ...... 18.56 +0.96 ...... 18.59 3.78 Atento ATTO ... dd 17.58 +0.88 –5.63 ... .30 ... 102.76 51.26 Ball BLL .7 58 90.74 +0.32 1.66 2.93 3.40 .15 346.20 223.03 Alexanders ALX 6.4 38 279.68 +3.54 11.74 9.38 13.01 4.50 18.76 4.12 ApolloComRlEst ARI 11.8 47 11.84 +0.34 1.40 1.13 1.19 .35 50.43 13.37 Athene ATH ... 10 43.29 –1.08 11.41 ... 7.96 ... 54.85 7.22 Bally's BALY .0 dd 53.26 +0.85 ... –.85 1.68 .10 179.79 109.22 AlexandriaRlEst ARE 2.6 39 168.84 +0.47 3.12 3.10 2.81 1.09 55.39 19.46 ApolloGlbMgmt APO 5.0 dd 46.43 –1.52 3.71 1.81 2.58 .51 50.50 10.85 AtkoreIntl ATKR ... 16 48.38 –0.35 3.10 3.96 4.47 ... 19.38 6.44 BancCalifornia BANC 1.3 dd 17.90 +0.48 ... .94 1.09 .06 17.36 9.53 AlgonquinPwr AQN 3.6 21 17.30 +0.40 1.05 .68 .74 .1551 11.92 9.90 ApolloStratGr APSG.UT ...... 11.65 +0.34 ...... 3.06 1.70 AtlanticPower AT ... dd 3.01 +0.09 –.39 .30 .25 ... 5.11 2.10 BancoBBVA BBAR ... 2 2.81 –0.15 3.15 1.05 ...... 319.32 169.95 Alibaba BABA ... 37 258.62 +15.16 8.15 ... 79.83 ... 11.11 9.65 ApolloStratGrA APSG ...... 10.91 +0.26 ...... 11.13 9.82 AtlStreetAcqn ASAQ.UT ...... 11.09 +0.16 ...... 5.80 2.49 BancoBilbaoViz BBVA 4.7 dd 4.88 –0.07 .53 ...... 1744 847.95 426.87 Alleghany Y .0 dd 585.38 –20.56 59.39 14.22 42.88 15.00 2.54 1.00 ApolloStratGrWt APSG.WT ...... 2.34 +0.16 ...... 10.49 9.55 AtlStreetAcqn ASAQ ...... 10.38 +0.19 ...... 7.19 2.58 BancoBradesco BBDO 2.0 11 4.16 –0.26 ...... 0032

The Week’s Statistics Bonus Tables: M26, M36 & M39

Barron's 50-Stock Average...... 35 Dividend Ex-Payment Dates...... 39 Gold & Silver Prices...... 38 Mutual Funds ...... 28 Stock Volume ...... 35 Cash Track ...... 28 DJ Averages ...... 34 Gold Mining Index ...... 38 N.Y. Stock Exchange ...... 13 Top Savings Deposit Yields...... 33 Charting the Market ...... 9 DJ U.S. Total Market Industry Groups 36 Indexes P/Es & Yields ...... 35 Nasdaq National Market...... 19 Trading Diary...... 34 Closed-End Funds...... 32 Dow Jones Averages...... 34 Initial Public Offerings...... 36 New Corporate Listings ...... 39 Vital Signs...... 2 New Highs & Lows ...... 37 Coming Earnings ...... 36 Dow Jones Per Share Values...... 35 Investor Sentiment Readings ...... 38 Week In Stocks...... 35 NYSE Half-Hourly Volume...... 36 Conference Call Calendar...... 26 Exchange Traded Portfolios ...... 23 Key Foreign Market Indexes ...... 27 Weekly Bond Statistics...... 38 Other Market Indexes ...... 34 Federal Reserve Data Bank ...... 38 Winners & Losers Stocks ...... 10 Delta Tactical Sentiment ...... 35 Market Lab ...... 34 Pulse of the Economy...... 36 Distributions & Offerings ...... 37 Foreign Exchange ...... 38 Money Rates, U.S. & Foreign ...... 38 SEC Form 144 Filings...... 35 For statistical queries please contact the Statistics Team: 609-520-4799 Dividend Boosts - Reductions...... 39 Global Stock Markets...... 27 Money Supply ...... 38 Stock Splits - Special Dividends ...... 39 or email: [email protected] For personal non-commercial use only. Do not edit or alter. Reproductions permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 www.djreprints.com M14 BARRON’S January 25, 2021 New York Stock Exchange Composite List

- Earnings - - Earnings - - Earnings - - Earnings - 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt 22.33 12.50 BancodeChile BCH 2.9 17 21.25 –0.26 ... 1.49 ... .5131 271.75 105.67 BurlingtonStrs BURL ... dd 252.25 –1.67 6.91 ...... 11.00 9.73 CerberusTeleA CTAC ...... 10.45 +0.09 ...... 43.01 6.64 Cooper-Standard CPS ... dd 34.85 –5.19 3.92 –8.35 ...... 22.16 7.73 Bladex BLX 6.4 9 15.65 –0.52 ... 2.19 2.23 .25 20.64 8.13 BylineBancorp BY .7 16 16.69 +0.45 1.48 .91 1.17 .03 3.00 0.65 CerberusTeleWt CTAC.WT ...... 1.91 +0.08 ...... 42.87 13.82 CooperT&R CTB 1.0 13 40.17 +1.00 1.91 1.03 2.37 .105 34.79 11.45 BancoMacro BMA ... 2 13.36 –0.64 ...... 111.93 38.40 CeridianHCM CDAY ... cc 105.14 +3.90 .53 .47 ...... 7.45 2.46 CooTekCayman CTK ... dd 3.28 +0.57 ... .39 –.32 ... 10.65 3.69 BancSanBrasil BSBR 1.9 16 7.41 –0.80 ... .74 .79 .0336 C 22.32 4.39 ChannelAdvisor ECOM ... 33 20.04 +1.02 .12 .91 ...... 114.00 24.00 Copa CPA .0 dd 78.28 –1.16 ...... 80 22.59 11.43 BcoSantChile BSAC ... 16 21.25 –0.24 1.67 1.30 1.57 ... 5.20 1.28 CharahSolutions CHRA ... dd 4.15 +0.30 –1.43 –.25 .33 ... 38.39 6.68 CoreLabs CLB .1 dd 35.36 +1.61 2.30 .74 .83 .01 8.01 2.52 BcoSantMex BSMX ... 8 5.17 –0.20 ... .67 .66 ... 284.60 95.58 CharlesRiverLabs CRL ... 47 280.18 +6.46 5.07 7.86 ...... 17.90 5.76 CoreCivic CXW .0 7 6.77 –0.57 1.59 1.35 .80 .44 288.59 156.15 CACI Intl CACI ... 19 253.66 +8.41 12.61 14.92 ...... 80.22 4.08 1.71 BancoSantander SAN ... dd 3.14 –0.15 .39 ... .32 ... 36.27 10.13 CAI Intl CAI 2.9 50 34.91 +1.22 1.23 3.63 4.75 .25 17.86 3.44 ChathamLodging CLDT .0 dd 11.61 –0.59 .39 –2.00 –.65 .11 24.69 CoreLogic CLGX 1.7 27 77.30 +2.98 .61 3.98 4.29 .33 55.57 16.27 BanColombia CIB 3.1 34 36.17 –2.59 ... .69 2.07 .3201 21.45 9.39 CBD Pao CBD 1.0 31 13.79 –0.52 .71 ... 1.02 .1052 3.89 1.64 CheetahMobile CMCM .0 dd 2.26 +0.31 –.36 –2.27 1.18 1.42 47.52 3.56 CorEnergyInfr CORR 2.5 dd 8.09 –0.08 –.40 –23.16 –1.24 .05 30.76 17.21 BancorpSouth BXS 2.5 14 30.37 +0.22 2.30 2.41 2.18 .19 28.73 16.85 CBIZ CBZ ... 20 27.20 –0.44 1.26 1.38 1.50 ... 104.82 25.89 Chegg CHGG ... dd 96.87 –0.90 –.08 1.25 ...... 10.05 2.18 CorePoint CPLG .0 dd 7.39 +0.68 –3.71 –3.25 –2.96 .20 35.45 17.95 BankofAmerica BAC 2.3 16 31.55 –1.46 2.75 2.40 2.83 .18 554.08 330.01 Chemed CHE .2 33 548.17 +18.97 13.31 18.07 17.65 .34 131.36 90.07 Coresite COR 3.8 65 129.22 +6.78 2.05 ...... 1.23 11.00 10.30 CBRE Acqn CBAH.UT ...... 10.70 +0.15 ...... 29.37 13.58 35.50 13.76 BankofButterfield NTB 5.2 12 33.57 –0.59 3.33 2.79 2.99 .44 67.70 29.17 CBRE Group CBRE ... 21 66.02 +2.50 3.77 4.10 3.23 ... 7.02 Chemours CC 3.7 dd 27.35 +0.27 –.32 1.77 2.60 .25 2.54 CornerstoneBldg CNR ... dd 12.49 +1.34 –.12 ... .74 ... 93.01 46.70 BankofHawaii BOH 3.2 20 84.11 +0.69 5.56 ... 4.53 .67 16.34 2.76 CherryHillMtg CHMI 11.7 dd 9.27 +0.47 –3.11 1.61 1.28 .27 38.84 17.44 Corning GLW 2.3 cc 37.60 –0.20 1.07 1.36 1.88 .22 80.40 13.20 9.14 CC Neuberger I PCPL.UT ...... 12.00 –0.57 ...... 38.31 BankofMontreal BMO 4.3 14 76.67 –2.40 5.62 6.55 7.40 .8199 11.97 9.78 CC NeubergerI A PCPL ...... 11.05 –0.49 ...... 111.40 69.47 ChesapeakeUtil CPK 1.7 26 103.16 –2.14 3.96 4.12 4.51 .44 5.85 1.61 CorpAmAirports CAAP ... dd 3.84 +0.07 .06 –1.76 –.59 ... 47.63 26.40 BankNY Mellon BK 3.0 11 41.93 –3.64 3.83 3.93 4.54 .31 112.98 51.60 Chevron CVX 5.6 dd 91.73 –0.36 1.54 .96 2.96 1.29 30.57 15.23 CorpOfficeProp OFC 4.2 51 26.25 +0.05 1.71 .53 .95 .275 3.50 1.20 CC NeubergerI Wt PCPL.WT ...... 2.75 +0.05 ...... 13 56.59 31.94 BkNovaScotia BNS 5.2 14 54.50 –0.65 4.03 4.77 5.42 .7064 11.37 9.95 CCNeubergerII PRPB.UT ...... 11.25 +0.35 ...... 115.27 20.62 Chewy CHWY ... dd 105.08 –3.03 ...... 44.96 20.38 Corteva CTVA 1.2 51 42.06 –1.69 –1.28 1.41 1.81 40.31 13.47 BankUnited BKU 2.5 18 37.41 –1.42 2.06 2.91 3.33 .23 10.86 9.72 CCNeubergerII PRPB ...... 10.66 +0.20 ...... 4.43 0.91 Chico'sFas CHS .0 dd 2.18 +0.24 –.11 –1.65 –.24 .09 23.08 8.56 Cosan CZZ .6 14 17.48 –1.62 ... 4.00 7.12 1.0234 9.43 3.41 Barclays BCS ...... 7.81 –0.22 .73 ...... 3.08 1.01 CCNeubergerIIWt PRPB.WT ...... 2.25 +0.35 ...... 22.99 6.42 ChimeraInvt CIM 11.4 dd 10.49 +0.28 1.81 1.52 1.27 .30 9.61 3.16 Costamare CMRE 4.5 dd 8.81 –0.15 .59 1.00 1.20 .10 10.55 4.67 BaringsBDC BBDC 7.4 dd 9.14 ... 1.16 .62 .80 .17 47.00 19.73 CF Industries CF 2.8 33 43.40 –2.16 2.23 1.58 1.56 .30 11.99 5.76 ChinaDistanceEd DL .0 31 9.60 –0.04 .31 .46 1.01 .56 13.01 2.65 Coty COTY .0 dd 6.33 –0.57 –1.33 .14 .34 .125 5.84 1.11 Barnes&NobleEduc BNED ... dd 4.90 –0.41 –.80 –1.75 –.34 ... 87.13 46.32 CGI GIB ... 25 78.97 +0.96 ... 4.05 4.37 ... 26.99 15.80 ChinaEastrnAir CEA ... dd 20.43 –0.12 ... –4.89 .66 ... 42.99 21.15 CousinsProperties CUZ 3.6 44 33.09 –1.33 1.17 1.68 .72 .30 68.60 30.22 BarnesGroup B 1.2 32 54.29 +1.14 3.07 1.61 1.88 .16 19.22 7.50 CI Financial CIXX 4.3 7 13.02 +0.05 1.73 ...... 1372 6.93 1.77 ChinaGreenAg CGA ... dd 6.41 +0.89 –24.33 ...... 16.13 6.57 Covanta CVA 2.2 dd 14.52 +0.23 .07 –.08 ... .08 31.22 12.65 BarrickGold GOLD 1.3 14 23.47 +0.33 2.26 1.14 1.42 .09 48.96 12.02 CIT Group CIT 3.5 dd 39.73 +0.01 5.27 2.95 ... .35 13.63 8.27 ChinaLifeIns LFC 3.9 9 11.31 +0.01 ... 1.41 1.53 .5158 89.54 36.77 Crane CR 2.1 cc 80.66 –0.07 2.20 3.94 4.94 .43 29.68 11.15 BauschHealth BHC ... dd 26.66 +0.29 –5.08 ... 4.39 ... 12.26 9.14 CITICCapAcqn CCAC.UT ...... 11.75 +0.35 ...... 37.19 12.45 ChinaOnlineEduc COE ... 35 25.40 –0.60 ... 3.66 4.65 ... 10.22 5.43 Crawford A CRD.A 2.5 37 7.99 +0.01 .26 .64 .61 .05 95.19 69.10 BaxterIntl BAX 1.2 45 79.51 –0.53 1.93 3.05 ... .245 57.80 38.18 ChinaPetrol SNP 6.4 11 51.47 +0.73 ... 4.20 5.79 1.0232 9.65 4.95 Crawford B CRD.B 2.5 37 8.05 +0.26 .19 .64 .61 .05 20.12 11.19 9.51 CITICCapAcqnA CCAC ...... 10.85 +0.23 ...... 4.39 BeazerHomes BZH ... 11 20.07 +4.70 1.74 2.00 2.41 ... 2.25 0.30 CITICCapAcqnWt CCAC.WT ...... 2.00 +0.05 ...... 34.12 18.45 ChinaSoAirlines ZNH ... dd 27.64 –0.25 ... –4.87 ...... 219.76 110.47 Credicorp BAP 5.6 62 154.84 +0.94 16.08 6.74 40.83 8.6579 286.72 197.75 BectonDicknsn BDX 1.3 95 258.75 –2.99 2.71 12.55 ... .83 20.49 7.77 ChinaYuchai CYD 4.9 9 17.43 –0.64 2.14 15.98 18.36 .85 14.17 6.47 CreditSuisse CS .9 9 13.73 –0.07 1.36 1.08 1.59 .0761 69.17 46.03 CMS Energy CMS 2.8 22 58.41 –0.21 2.39 ... 2.85 .4075 1508.72 56.94 25.54 Belden BDC .4 dd 46.59 +4.33 –9.37 ...... 05 51.30 25.18 CNA Fin CNA 3.7 19 39.97 –0.41 3.67 ... 3.90 .37 415.00 Chipotle CMG ... cc 1494.18 +88.44 12.38 10.98 21.50 ... 3.82 0.51 CrescentPoint CPG .3 dd 3.00 +0.08 –1.42 –.32 –.46 .002 25.99 13.56 BellRingBrands BRBR ... 41 24.34 +0.24 .60 ... .94 ... 13.90 110.18 46.25 ChoiceHotels CHH .0 53 103.36 –2.83 3.98 ... 4.07 .225 31.00 2.65 CrestwoodEquity CEQP 12.6 dd 19.85 –1.56 ...... 625 5.06 CNH Indl CNHI ... dd 13.66 +0.34 1.05 .13 .65 ... .78 37.29 14.06 BenchmarkElec BHE 2.4 dd 27.10 –0.28 .60 .94 1.91 .16 23.99 8.79 CNO Financial CNO 2.1 7 23.27 –0.33 2.61 ... 2.15 .12 167.74 87.35 Chubb CB 2.0 30 152.53 –2.66 9.71 ...... 9.44 1.96 CrestwoodEqUn CEQP.PR 10.5 ... 8.01 –0.13 ...... 2111 79.92 43.05 Berkley WRB .7 37 65.88 –0.26 3.52 ...... 12 40.25 34.46 ChunghwaTel CHT 2.9 27 38.67 –0.97 1.37 ...... 1.4187 9.50 4.01 CrossTimbers CRT 8.7 10 8.30 +0.04 ...... 0493 354837 167.85 81.11 CNOOC CEO 7.7 7 97.67 –5.34 19.83 ...... 2.5806 239440 BerkHathwy A BRK.A ... 16 350620 +300.00 49828 13838 16151 ... dd 98.96 47.98 Church&Dwight CHD 1.1 27 84.92 –0.32 2.44 2.69 ... .24 19.79 6.81 CrossAmerPtrs CAPL 11.0 7 19.11 +1.93 .51 2.78 .79 .525 236.24 14.19 4.26 CNX Resources CNX ... 12.69 –1.14 –.42 .36 .34 ... 159.50 BerkHathwy B BRK.B ... 15 232.92 –0.57 33.22 9.23 10.77 ... 10.52 3.35 CONSOL Energy CEIX ... dd 8.98 –0.55 2.81 ...... 13.56 9.82 ChurchillCapII CCX.UT ...... 11.34 +0.01 ...... 180.00 114.18 CrownCastle CCI 3.3 cc 158.92 +1.67 1.79 1.79 2.35 1.33 31.90 8.55 BerkshireHills BHLB 2.5 dd 19.26 +0.18 1.97 ...... 12 47.93 17.73 CRH CRH 2.0 21 44.20 –0.28 2.69 2.12 2.50 .215 11.99 9.25 ChurchillCapIIA CCX ... cc 10.59 –0.05 ...... 101.40 42.97 CrownHoldings CCK ... 24 93.74 –1.46 3.78 5.01 5.60 ... 57.94 25.00 BerryGlobal BERY ... 13 52.17 –0.79 4.14 5.32 5.79 ... 38 3.39 0.60 ChurchillCapIIWt CCX.WT ...... 2.24 –0.01 ...... 11.33 10.51 CrucibleAcqn CRU.UT ...... 10.95 +0.21 ...... 37.26 17.92 CTS CTS .5 34.74 –0.54 1.09 1.01 1.40 .04 22.67 124.89 48.11 BestBuy BBY 1.9 17 114.93 +0.93 5.75 5.22 6.20 .55 183.90 90.03 C3.ai AI ...... 126.57 –7.58 ... –.51 –.94 ... 9.60 ChurchillCapIV CCIV ...... 22.35 +3.99 ...... 31.77 12.63 CryoLife CRY ... dd 25.25 +1.01 .05 –.40 –.11 ... 24.41 57.24 10.13 BigLots BIG 2.4 3 50.82 –1.27 6.16 7.36 5.52 .30 20.81 3.43 Curo CURO 1.5 6 14.91 –0.92 2.43 1.76 1.93 .055 8.90 ChurchillCapIV CCIV.UT ...... 23.71 +4.14 ...... 35.77 19.61 CubeSmart CUBE 3.9 41 34.97 +0.53 .88 .83 .93 .34 9.25 681.95 250.50 BiglariA BH.A ... dd 532.52 –10.71 ... –12.31 –5.29 ... 36.61 9.81 CVR Energy CVI .0 dd 18.77 +0.27 3.78 –1.81 –.53 .40 0.93 ChurchillCapIVWt CCIV.WT ...... 9.10 +2.09 ...... 68.89 30.86 Cubic CUB .4 dd 66.34 +1.15 –.10 3.23 3.63 .135 135.00 37.85 BiglariB BH ... dd 114.75 +5.28 ... –12.31 –5.29 ... 28.00 5.75 CVR Partners UAN ... dd 15.95 –1.06 –3.10 –7.80 –4.00 ... 11.78 10.11 ChurchillCapCorp.V CCV.UT ...... 11.30 +0.05 ...... 98.70 47.69 Cullen/Frost CFR 3.0 18 96.66 +0.06 6.84 6.12 ... .72 154.03 23.61 Bill.com BILL ... dd 131.13 +3.39 –.70 ...... 77.23 52.04 CVS Health CVS 2.7 12 74.12 –2.14 5.08 ...... 50 61.52 30.58 Ciena CIEN ... 24 55.03 +1.72 2.32 2.72 3.06 ... 17.26 5.28 Culp CULP 2.8 dd 15.82 +0.58 –2.32 .51 .46 .11 230.90 254.13 100.77 26.56 BiohavenPharm BHVN ... dd 79.67 –5.24 –10.91 ... –9.62 ... 2326.80 1031.39 CableOne CABO .5 48 2045.01 +59.26 31.12 45.38 46.97 2.50 118.50 Cigna CI 1.8 16 223.42 +4.52 13.44 18.59 ... 1.00 101.03 Cummins CMI 2.2 23 247.00 +9.76 14.48 ... 13.99 1.35 50.22 648.39 309.38 Bio-RadLab A BIO ... 5 594.83 –6.32 ... 9.81 9.72 ... 49.90 20.00 Cabot CBT 3.0 dd 47.10 –0.34 –4.21 3.36 3.94 .35 12.15 CimarexEnergy XEC 2.0 dd 44.33 –3.22 –1.33 1.26 4.55 .22 149.59 70.56 CurtissWright CW .6 20 114.03 –1.98 7.15 6.82 7.34 .17 642.05 324.07 Bio-RadLab B BIO.B ... 5 590.10 –15.55 ... 9.76 10.80 ... 22.67 13.06 CabotOil COG 2.2 35 18.54 –0.53 1.63 .58 ... .10 16.05 11.66 CincinnatiBell CBB ... dd 15.26 –0.02 –1.53 –.65 ...... 20.10 6.84 Cushman&Wkfd CWK ... dd 15.20 +1.02 ... .73 1.19 ... 87.12 48.07 BlackHills BKH 3.8 17 59.16 –2.81 3.28 3.65 3.88 .565 32.49 8.16 Cactus WHD 1.2 31 29.02 +0.85 1.88 .69 .58 .09 32.79 5.71 Cinemark CNK .0 dd 19.56 +0.45 1.63 –4.60 –1.80 .36 24.19 8.36 CustomersBancorp CUBI ... 8 22.53 –0.17 2.05 3.72 4.11 ... 97.19 50.01 BlackKnight BKI ... 58 82.30 –2.43 .73 ...... 21.50 4.63 CadenceBancorp CADE 1.7 dd 20.46 –0.05 1.56 ... 1.58 .075 18.71 9.40 CinerRscs CINR .0 16 13.50 –0.48 2.46 2.79 3.11 .34 9.33 1.90 CypressEnvl CELP .0 dd 2.93 +0.13 .88 –.39 .88 .21 11.47 4.04 BlackStoneMin BSM 7.3 15 8.26 –0.02 1.01 .55 .44 .15 31.56 9.80 CAE CAE ... cc 23.52 –2.43 .88 .34 ...... 45.63 8.00 CircorIntl CIR ... dd 36.23 –1.97 –6.73 1.41 2.35 ... 14.28 2.70 BlackBerry BB ... dd 14.04 +4.20 –.27 .17 .14 ... 20.77 3.12 Caleres CAL 1.7 dd 16.76 –0.13 1.53 1.99 1.64 .07 80.77 32.00 Citigroup C 3.3 12 61.33 –2.90 4.87 6.55 8.15 .51 D .39 788.00 323.98 BlackRock BLK 2.0 23 735.05 +7.29 31.85 36.76 41.06 3.63 27.90 10.99 CaliforniaRscs CRC ... dd 24.72 –0.24 –.57 ...... 41.67 14.12 CitizensFin CFG 4.1 17 38.39 –2.24 3.81 3.57 3.80 65.82 33.00 Blackstone BX 2.9 60 65.03 +1.68 ...... 3.02 .54 57.36 39.74 CalWtrSvc CWT 1.6 29 54.34 –0.19 1.31 ... 1.69 .2125 6.73 3.55 Citizens CIA ... dd 6.04 –0.01 –.03 .11 .12 ... 24.42 2.20 DCP Midstream DCP 7.8 dd 20.03 –3.43 –1.05 –1.62 ... .39 40.62 12.67 BlackstoneMtg BXMT 9.0 29 27.47 +0.81 2.35 2.49 2.36 .62 36.71 5.61 Calix CALX ... cc 34.72 +1.95 –.32 .86 .80 ... 14.16 6.12 CityOfficeREIT CIO 6.2 dd 9.75 –0.20 –.13 ...... 15 11.07 9.87 D8 Holdings DEH.UT ...... 10.83 +0.11 ...... 24.51 11.29 BlockHR HRB 6.2 17 16.68 +0.18 –.04 3.29 ... .26 29.49 4.75 CallawayGolf ELY .0 dd 28.95 +1.95 .82 ...... 01 18.63 4.08 Civeo CVEO ... dd 16.56 –0.74 –4.32 –.33 –.74 ... 10.44 9.60 D8 A DEH ...... 10.23 ...... 40.25 3.00 BloomEnergy BE ... dd 40.18 +3.71 ... –.60 –.07 ... 33.30 3.80 CallonPetrol CPE ... dd 13.35 –2.15 2.40 2.32 3.75 ... 33.55 15.00 Clarivate CCC ... dd 29.49 +0.07 –.77 ...... 1.64 0.55 D8 Wt DEH.WT ...... 1.28 –0.02 ...... 28.84 2.01 BlueApron APRN ... dd 7.43 +0.22 –4.67 –3.09 –2.31 ... 120.73 62.48 CamdenProperty CPT 3.2 54 102.55 +1.97 2.22 1.31 ... .83 11.15 10.50 ClassAccel CLAS.UT ...... 10.86 +0.31 ...... 3.10 1.66 DHI Group DHX ... dd 2.53 +0.16 .24 –.62 .20 ... 9.95 3.25 BluegreenVac BXG .0 48 7.72 +0.35 .47 .17 ... 1.19 14.87 5.30 Cameco CCJ .5 ... 12.37 –0.59 .14 –.25 –.12 .0609 88.40 29.45 CleanHarbors CLH ... 39 83.83 +2.14 1.74 2.10 2.08 ... 8.68 4.52 DHT DHT 24.5 3 5.51 –0.18 .51 1.83 ... .20 16.49 4.24 BluegreenVac BVH ... dd 12.84 +0.14 ...... 57.54 40.70 CampbellSoup CPB 3.2 19 46.58 +0.16 5.36 3.04 3.06 .37 3.02 0.36 ClearChannelOutdr CCO ... dd 1.75 +0.32 –.88 ... –.62 ... 12.11 9.90 DPCM Capital XPOA.UT ...... 11.60 +0.08 ...... 39.36 3.60 BlueLinx BXC ... 7 38.21 +1.98 –1.89 ... 2.65 ... 42.49 3.40 CampingWorld CWH 1.0 18 35.95 +4.84 –1.62 3.44 ... .14 43.16 11.88 ClearwaterPaper CLW ... 12 41.36 +1.17 –.34 5.36 3.63 ... 11.07 10.00 DPCM Cap A XPOA ...... 10.81 +0.08 ...... 13.09 9.85 BluescapeOpps BOAC.UT ...... 12.70 +0.57 ...... 39.32 12.94 CanadaGoose GOOS ... 56 32.00 –1.80 ... .48 ...... 34.47 15.29 ClearwayEnergyA CWEN.A 3.3 85 32.00 +0.10 –.10 1.37 .97 .318 2.96 1.71 DPCM Cap Wt XPOA.WT ...... 2.38 +0.02 ...... 13.09 10.03 BluescapeOppsAcqn BOAC ...... 11.54 +0.61 ...... 90.42 46.45 CIBC CM 5.2 14 87.25 –2.04 6.12 8.38 9.11 1.1342 37.23 16.12 ClearwayEnergyC CWEN 3.0 93 35.11 +1.33 –.10 1.24 .97 .318 18.05 3.06 DRDGOLD DRD 3.6 ... 10.64 +0.38 .53 .70 .66 .2072 3.15 1.39 BluescapeOppsWt BOAC.WT ...... 2.40 –0.21 ...... 116.16 65.13 CanNtlRlwy CNI 1.6 30 106.62 –4.96 4.41 5.28 6.25 .438 18.77 2.63 Cleveland-Cliffs CLF .0 dd 16.40 –0.08 1.03 ...... 06 52.86 28.00 DTEEnergy DTP 6.6 ... 47.33 –0.02 ...... 7813 349.95 89.00 Boeing BA .0 dd 205.84 +1.52 –1.12 –9.41 .88 2.055 30.81 6.71 CanNaturalRes CNQ 5.3 dd 24.34 –0.43 3.43 –.59 1.24 .3217 26.33 9.95 ClimateChgI CLII.UT ...... 25.68 +11.68 ...... 135.67 71.21 DTE Energy DTE 3.6 17 121.91 –1.61 6.31 ...... 1.085 53.32 20.08 BoiseCascade BCC .8 13 53.32 +4.66 2.06 5.12 ... .10 379.00 173.26 CanPacRlwy CP .9 27 339.26 –17.95 13.25 17.61 20.25 .7247 24.00 9.75 ClimateChgCrisisA CLII ...... 22.00 +9.45 ...... 35.82 7.90 DXC Tech DXC .0 dd 29.23 +0.73 –20.76 ...... 21 25.80 8.25 BonanzaCreekEner BCEI ... 11 22.07 –0.28 3.24 3.30 4.14 ... 14.00 4.20 Cango CANG ... 5 8.71 +1.24 .37 .41 .38 ... 8.27 0.75 ClimateChgCrisWt CLII.WT ...... 7.00 +4.26 ...... 22.69 4.22 Dana DAN .0 dd 21.50 +0.79 1.56 .54 2.20 .10 59.59 8.03 BootBarn BOOT ... 48 58.35 +1.37 1.64 ...... 46.57 20.51 Cannae CNNE ... 3 41.60 –1.15 1.07 .53 –.32 ... 11.95 4.32 ClipperRealty CLPR 5.2 dd 7.27 –0.19 –.11 –.01 .05 .095 248.32 119.60 Danaher DHR .3 55 238.04 +1.29 4.05 6.05 7.24 .18 96.03 54.37 BoozAllen BAH 1.3 26 95.93 +3.75 3.41 3.76 4.19 .31 28.03 15.46 Canon CAJ 4.4 39 21.17 –0.20 1.07 ...... 3816 239.87 154.87 Clorox CLX 2.2 22 202.35 +4.83 7.36 8.17 8.06 1.11 34.37 2.50 Danaos DAC ... 5 30.08 +1.26 8.29 7.12 ...... 10.88 4.06 BoqiiHolding BQ ... dd 9.66 +3.09 ... –3.37 –1.35 ... 89.10 20.81 CantelMedical CMD ... 95 79.72 +2.09 .32 2.58 2.91 ... 15.50 4.76 Cloudera CLDR ... dd 14.02 –0.19 –1.20 ...... 41.41 9.60 DanimerScientific DNMR ... dd 39.39 +11.30 ... .94 ...... 43.90 17.00 BorgWarner BWA 1.6 24 42.80 +4.20 3.61 2.41 3.85 .17 115.48 38.00 CapitalOne COF .4 53 105.34 –7.19 11.05 ...... 10 88.77 15.05 Cloudflare NET ... dd 83.47 +5.62 –.72 –.13 –.09 ... 22.44 0.37 DanimerSciWt DNMR.WT ...... 20.00 +8.90 ...... 7.21 0.24 BorrDrilling BORR ... dd .91 ... –2.78 –1.90 –1.00 ... 46.50 6.75 CapitalSrLiving CSU ... dd 27.04 +7.81 –17.85 –141.30 –7.50 ... 5.05 2.90 CN Finance CNF ... 24 3.07 +0.06 1.13 .05 .18 ... 98.75 8.32 DaqoNewEnergy DQ ... 93 96.77 +24.77 .45 2.01 3.95 ... 1092.80 290.02 BostonBeer SAM ... 66 930.19 +22.97 ... 10.21 ...... CapitolInvV Wt CAP.WT ...... 1.75 ...... 60.13 36.27 Coca-Cola KO 3.4 25 48.49 –0.21 2.07 2.00 2.10 .41 128.44 26.15 Darden DRI 1.1 dd 121.98 +0.90 –.43 3.25 ... .37 147.83 69.69 BostonProps BXP 4.3 14 91.30 –3.85 ...... 3.93 .98 10.88 10.00 CapitolInvtV CAP.UT ...... 10.75 +0.20 ...... 57.11 28.35 Coca-Cola Euro CCEP 4.2 28 47.85 –0.74 2.62 1.71 2.29 1.00 69.20 10.25 DarlingIngred DAR ... 23 66.78 +2.44 1.86 1.83 2.06 ... 44.20 24.10 BostonSci BSX ... 14 37.03 +0.70 3.33 1.05 1.63 ...... CapitolInvV A CAP ...... 10.18 ...... 65.49 36.16 Coca-Cola Femsa KOF 4.6 cc 46.39 –0.60 ... 48.38 60.68 1.1303 33.46 24.06 Datto MSP ...... 26.02 –0.32 ... .52 .56 ... 22.09 8.64 Box BOX ... dd 17.86 –0.14 –.98 ...... 46.79 5.42 Capri CPRI ... dd 44.34 +1.49 –1.48 1.15 ...... 11.43 1.98 CoeurMining CDE ... dd 8.60 +0.21 –1.56 .26 ...... 125.28 62.20 DaVita DVA ... 18 119.59 +0.84 5.27 7.50 8.25 ... 50.45 6.44 BoydGaming BYD ... dd 50.09 +1.75 1.38 ...... 11.48 9.96 Capstar CPSR.UT ...... 11.16 +0.05 ...... 78.82 33.52 Cohen&Steers CNS 2.1 30 73.27 –0.36 2.79 ... 3.14 1.00 336.32 78.70 DeckersOutdoor DECK ... 29 319.88 –6.12 9.62 ...... 57.63 33.00 Brady BRC 1.8 24 49.96 –1.15 2.11 2.55 2.83 .22 10.88 9.65 CapstarSpacA CPSR ...... 10.42 +0.05 ...... 11.85 9.90 CohnRobbins CRHC.UT ...... 11.47 +0.12 ...... 306.96 106.14 Deere DE 1.0 35 305.17 +9.77 8.69 13.15 15.66 .76 8.61 1.14 BraemarHtls BHR ... dd 4.80 –0.18 –.32 –3.01 –2.00 ... 1.96 0.50 CapstarSpacWt CPSR.WT ...... 1.52 –0.04 ...... 11.13 9.65 CohnRobbinsA CRHC ...... 10.77 +0.17 ...... 39.34 5.51 DelekLogistics DKL 9.4 10 38.18 +3.18 2.61 4.35 4.96 .905 16.25 7.48 BrandywineRealty BDN 6.7 6 11.37 –0.53 .19 1.69 .03 .19 8.42 1.97 CapsteadMtg CMO 10.3 dd 5.82 +0.16 –.62 .65 .64 .15 2.35 0.81 CohnRobbinsWt CRHC.WT ...... 2.22 +0.14 ...... 30.67 7.79 DelekUS DK .0 dd 20.63 +0.65 4.06 ...... 31 5.72 2.50 BrasilAgro LND 2.4 9 4.89 –0.59 .47 ...... 1117 60.69 39.05 CardinalHealth CAH 3.5 17 55.39 –0.05 –12.61 ... 6.20 .4859 41.03 12.23 Colfax CFX ... dd 40.60 +1.87 –3.89 ... 2.02 ... 77.72 25.51 DellTechC DELL ... 24 75.94 +1.68 ...... 18.20 3.86 Braskem BAK ... dd 8.78 –0.82 –1.78 –2.06 .66 ... 169.86 97.55 Carlisle CSL 1.4 25 152.62 –0.38 8.19 5.49 7.01 .525 170.96 61.50 ColfaxUn CFXA 3.4 ... 167.94 +6.78 ...... 1.4375 60.21 17.51 DeltaAir DAL .0 dd 40.00 +0.02 –19.49 –2.30 3.78 .4025 18.51 5.86 BrighamMin MNRL 8.4 dd 13.53 +0.25 .26 .21 .54 .24 124.91 37.59 CarMax KMX ... 26 118.64 +12.20 5.33 4.56 5.76 ... 86.41 58.49 ColgatePalm CL 2.3 25 78.19 –3.69 2.75 3.05 3.27 .44 49.65 18.90 Deluxe DLX 3.5 51 33.99 –0.77 –4.65 4.88 4.69 .30 177.16 64.23 BrightHorizons BFAM ... cc 156.39 –1.96 3.05 .96 2.74 ... 49.30 7.80 Carnival CCL .0 dd 20.22 –0.57 ...... –3.87 .50 19.50 9.85 ColonnadeAcqn CLA.UT ...... 14.75 –0.30 ...... 11.40 9.98 DelwindsIns DWIN.UT ...... 10.45 +0.11 ...... 9.30 5.51 BrightScholarEduc BEDU 1.7 32 6.18 +0.35 ... .45 .61 .12 46.32 7.08 Carnival CUK 11.4 dd 17.51 –0.28 ...... –3.87 .50 17.73 9.54 ColonnadeAcqnA CLA ...... 13.33 –0.18 ...... 31.49 15.43 Denbury DEN ... dd 31.15 +3.25 .45 1.04 2.20 ... 21.69 3.61 BrightSphere BSIG .2 11 20.80 –0.32 2.45 1.70 2.00 .01 44.84 13.60 CarpenterTech CRS 2.3 dd 34.88 –0.82 .02 .91 –.06 .20 4.57 0.50 ColonnadeWt CLA.WT ...... 3.31 –0.03 ...... 16.15 2.60 DesignerBrands DBI 4.2 dd 9.50 +0.14 ... –3.94 .25 .10 16.89 6.85 BrightView BV ... dd 16.11 +0.93 –.40 1.01 1.22 ... 35.02 13.54 CarriageSvcs CSV 1.1 61 34.81 +1.19 .80 1.78 2.21 .10 5.20 1.33 ColonyCapital CLNY .0 dd 4.77 –0.12 ... –5.91 –1.15 .11 26.30 9.40 DesktopMetal DM ... dd 25.05 +1.30 ...... 63.31 7.00 BrinkerIntl EAT .0 cc 63.01 +3.83 .63 ...... 38 41.94 11.50 CarrierGlobal CARR 1.2 22 39.51 –0.87 ... 1.71 1.93 .12 13.97 2.46 ColonyCredRlEst CLNC .0 dd 8.39 +0.57 –3.25 –.24 .67 .10 13.50 0.35 DesktopMetalWt DM.WT ...... 12.70 +1.70 ...... 91.20 33.17 Brink's BCO .8 dd 71.33 –1.66 .57 3.03 4.45 .15 13.86 3.25 Cars.com CARS ... dd 13.60 +1.16 –6.65 –12.17 .30 ... 22.71 7.63 ColumbiaProperty CXP 5.9 dd 14.14 –0.52 .08 .02 .08 .21 15.44 4.44 Despegar.com DESP ... dd 10.98 –0.47 –.30 –1.76 –.38 ... 67.80 45.76 BristolMyers BMY 3.0 dd 64.56 –1.98 2.01 6.39 7.43 .49 112.46 60.17 Carter's CRI .0 32 97.00 –1.34 5.85 4.50 6.42 .60 66.08 24.28 Comerica CMA 4.4 19 62.16 –1.62 3.27 5.02 4.92 .68 12.15 4.99 DeutscheBank DB ... dd 10.89 –0.73 –3.03 –.57 .23 ... 0.74 0.26 BristolMyersRt CELG.RT .0 ... .34 –0.02 ...... 1479 302.46 22.16 Carvana CVNA ... dd 273.47 –14.10 –2.45 –2.32 –1.29 ... 59.10 27.54 ComfortSystems FIX .8 15 58.53 +3.66 3.08 3.68 3.05 .11 24.35 4.70 DevonEnergy DVN 2.5 dd 17.80 –1.77 –.89 –.07 .95 .11 35.91 10.50 Bristow VTOL ... 55 28.01 –0.27 –.51 2.18 2.22 ... 11.00 9.96 CascadeAcqn CAS.UT ...... 10.94 +0.09 ...... 24.16 10.76 CommercialMetals CMC 2.2 10 21.52 +0.23 2.32 ... 1.84 .12 170.54 100.52 Diageo DEO 2.2 53 158.61 +0.92 3.03 ... 6.79 2.1926 45.17 27.32 BritishAmTob BTI 7.1 11 37.93 +0.05 3.19 ... 4.65 .6721 10.40 10.06 CascadeAcqnA CAS ...... 10.26 +0.11 ...... 70.60 47.01 CommBkSys CBU 2.4 23 70.58 +2.18 3.23 3.29 ... .42 15.50 5.31 DiamondSShip DSSI ... 3 6.79 –0.39 –.25 ...... 21.38 7.51 BrixmorProp BRX 5.0 32 17.22 +0.37 .92 .42 .48 .215 1.75 1.40 CascadeAcqnWt CAS.WT ...... 1.48 +0.04 ...... 11.04 2.25 CommunityHlthSys CYH ... dd 10.11 +1.06 –5.93 –.52 –.85 ... 11.79 1.96 DiamndrckHspty DRH ... dd 8.88 +0.13 .90 –1.22 –.55 ... 12.81 5.44 BroadmarkRealty BRMK 7.9 22 10.58 +0.09 ... .75 .88 .07 15.85 3.15 CasperSleep CSPR ... dd 7.64 +0.93 ... –2.29 –1.23 ... 52.33 20.12 CommunityHlthcr CHCT 3.4 72 49.14 +1.15 .37 .88 1.02 .425 2.86 1.25 DianaShipping DSX ... dd 2.41 +0.05 –.17 –.38 ...... 0.53 0.15 BroadmarkRltyWt BRMK.WT ...... 25 +0.02 ...... 1.80 0.60 CastlightHealth CSLT ... dd 1.62 –0.03 –.28 .02 ...... 15.40 5.54 SABESP SBS 2.7 20 7.59 –0.49 1.25 .25 .84 .2518 68.56 13.46 Dick's DKS 1.8 17 68.12 +1.79 ... 5.89 ... .3125 158.36 81.90 BroadridgeFinl BR 1.5 37 148.94 –2.63 3.95 5.50 6.05 .575 120.48 31.04 Catalent CTLT ... 74 116.82 +1.32 1.14 2.57 3.00 ... 8.80 1.20 EngGr-Cmg C CIG.C 2.8 12 3.04 –0.19 .50 ... .35 .0451 13.60 2.80 DieboldNixdorf DBD ... dd 12.68 +1.30 –4.45 .68 1.82 ... 11.15 9.84 BroadstoneAcqn BSN.UT ...... 10.97 –0.01 ...... 11.30 5.13 CatchMarkTimber CTT 5.6 dd 9.72 +0.19 –1.90 ...... 135 3.46 1.18 EngGr-Cmg CIG 3.3 10 2.59 –0.23 .50 ... .35 .0451 12.97 6.32 DigitalMedia DMS ... dd 10.74 –0.27 –1.09 .14 .55 ... 10.39 9.60 BroadstoneAcqnA BSN ...... 10.27 –0.04 ...... 200.17 87.50 Caterpillar CAT 2.1 32 191.94 –2.68 10.74 9.71 7.60 1.03 18.15 8.28 COPEL ELP ... 5 12.05 –0.44 1.94 1.60 1.79 ... 1.95 0.16 DigitalMediaWt DMS.WT ...... 1.42 +0.05 ...... 1.85 0.53 BroadstoneAcqnWt BSN.WT ...... 1.41 –0.02 ...... 17.42 6.07 Cato CATO .0 dd 11.31 +0.02 ... .75 .90 .33 7.24 1.02 CiaSiderurgica SID ... 40 6.18 –0.23 .33 .13 .88 ... 165.49 105.00 DigitalRealty DLR 3.2 57 140.46 +3.98 2.35 1.07 ... 1.12 19.99 15.90 Broadstone BNL 5.5 34 18.16 –0.42 ... .45 .57 .25 55.97 13.00 CedarFairRec FUN .0 dd 41.11 –0.39 3.03 ...... 935 19.14 10.72 CerveceriasUnid CCU 2.2 24 16.50 +0.08 1.00 ...... 0864 80.49 21.50 Dillard's DDS .8 dd 79.80 +14.71 ... 3.56 2.27 .15 8.57 1.47 BrookdaleSrLiving BKD ... 27 4.91 +0.32 –1.44 –.85 –1.35 ... 19.93 3.47 CedarRealty CDR 2.3 dd 11.47 +0.35 –.79 –1.26 –.72 .066 24.37 10.78 CompassDiversif CODI 6.7 dd 21.37 –0.08 3.64 1.56 1.68 .36 104.47 14.16 DineBrands DIN .0 dd 74.12 +3.64 5.85 2.14 4.96 .76 45.61 21.57 BrookfieldMgt BAM 1.2 dd 38.45 –0.29 ...... 12 140.09 52.70 Celanese CE 1.9 27 131.40 –2.68 6.84 8.89 10.36 .62 66.30 34.39 CompassMnlInt CMP 4.6 26 62.27 –0.67 1.81 ... 3.68 .72 100.96 23.25 DiscoverFinSvcs DFS 1.9 26 92.27 –5.49 3.60 9.08 10.59 .44 46.88 18.60 BrookfieldBusPtr BBU .7 dd 38.03 +0.06 .62 .14 3.13 .0625 9.29 2.63 Celestica CLS ... 34 8.84 +0.37 ... .97 ...... 8.48 4.05 ComstockRscs CRK ... dd 4.74 –0.53 .52 ...... 183.40 79.07 Disney DIS ... dd 172.78 +1.34 –1.58 1.64 4.87 ... 74.60 32.54 BrookfieldInfr BIPC 2.8 ... 68.86 +1.65 ... .27 1.00 .485 5.49 1.86 CellcomIsrael CEL ... dd 4.48 –0.68 –.25 –.32 .03 ... 39.34 22.83 ConagraBrands CAG 3.2 15 34.38 +0.52 1.72 2.61 2.61 .275 23.07 9.96 dMY Tech II DMYD.UT ...... 22.37 +3.43 ...... 53.86 23.22 BrookfieldInfr BIP 3.7 dd 52.89 –0.56 .07 .17 .83 .485 9.55 5.54 CementosPacasm CPAC ... 60 7.97 +0.04 .46 .22 .50 ... 10.93 10.00 ConcordAcqn CND.UT ...... 10.82 +0.32 ...... 21.22 9.80 dMYTechA DMYD ...... 20.12 +2.68 ...... 63.31 26.89 BrookfieldRenew BEPC 2.0 ... 58.67 +0.65 ...... 2893 6.73 1.55 Cemex CX ... dd 6.24 –0.15 ...... 5.89 1.13 ConcordMed CCM ... dd 3.60 +0.34 ... .07 –.97 ... 6.80 1.03 dMYTechII Wt DMYD.WT ...... 6.70 +2.23 ...... 49.87 16.03 BrookfieldRenew BEP 2.3 dd 49.36 +4.32 –.13 –.21 .19 .2893 9.39 1.41 CenovusEnergy CVE ... dd 5.88 –0.25 1.34 –1.38 –.03 ... 121.56 37.66 Conmed CNMD .7 dd 120.30 +5.41 .97 2.10 3.02 .20 13.08 10.05 dMYTechIII Un DMYI.UT ...... 12.61 +1.11 ...... 48.76 30.70 Brown&Brown BRO .8 29 47.49 +1.19 1.40 1.64 1.72 .0925 4.04 2.66 CenovusEnergyWt CVE.WT ...... 2.73 –0.03 ...... 62.70 20.84 ConocoPhillips COP 4.0 dd 42.69 –2.43 6.40 –1.00 .29 .43 12.35 10.50 dMYTechIIIA DMYI ...... 12.00 +0.78 ...... 83.01 41.03 Brown-Forman A BF.A 1.1 35 67.96 –1.61 ... 1.64 1.86 .1795 74.70 43.96 Centene CNC ... 17 61.51 –2.48 3.14 5.00 5.21 ... 95.10 62.03 ConEd ED 4.4 17 68.83 –0.77 4.08 4.20 4.59 .765 4.50 2.00 dMYTechIIIWt DMYI.WT ...... 2.90 +0.40 ...... 83.40 44.68 Brown-Forman B BF.B 1.0 38 72.84 –1.06 ... 1.73 1.88 .1795 27.53 11.58 CenterPointEner CNP 3.0 dd 21.44 –0.02 1.33 1.34 1.39 .16 240.76 104.28 ConstBrands A STZ 1.3 25 226.91 +6.92 –.07 ...... 75 97.78 44.68 DolbyLab DLB .9 42 94.03 +0.41 ... 2.11 2.76 .22 92.58 25.22 Brunswick BC 1.2 21 89.93 +1.98 –1.53 4.76 6.08 .27 85.24 43.58 Centerspace CSR 3.8 18 73.06 –0.11 6.00 –.32 –1.76 .70 15.30 3.90 Constellium CSTM ... dd 13.55 –0.48 .48 –.36 .71 ... 225.25 125.00 DollarGeneral DG .7 20 206.21 –5.23 6.64 10.63 10.09 .36 34.54 11.76 Buckle BKE 2.7 15 33.80 +0.81 2.14 2.32 2.24 2.00 9.93 2.96 CentraisElBras EBR ... 6 5.61 –0.86 1.97 .87 1.03 ... 13.84 1.80 ContainerStore TCS ... 33 12.43 +0.75 .30 .77 .74 ... 90.89 57.79 DominionEner D 3.5 dd 72.29 +0.21 1.62 ... 4.64 .63 14.32 5.12 Buenaventura BVN ... dd 10.49 –0.37 –.05 .07 .92 ... 29.09 12.40 CentralPacFin CPF 4.5 15 20.33 –0.40 2.03 1.24 1.32 .23 30.68 6.90 ContinentalRscs CLR .0 dd 19.02 –0.33 2.08 ... .51 .05 113.82 75.93 DominionEnerUn DCUE 7.4 ... 97.46 +0.67 ...... 1.8125 5.55 1.01 Build-A-Bear BBW ... dd 4.52 +0.01 .02 –1.27 .21 ... 4.06 1.86 CentralPuerto CEPU ... 2 2.39 –0.10 1.21 1.08 1.74 ... 13.48 2.94 Volaris VLRS ... dd 11.17 –0.41 ... –7.19 –2.97 ... 435.58 270.08 Domino's DPZ .8 33 380.37 +5.14 ...... 12.92 .78 73.49 29.00 Bunge BG 2.9 20 68.60 –2.06 –9.34 ...... 50 51.15 9.04 CenturyComm CCS ... 10 51.09 +6.92 3.62 5.25 6.42 ... 14.37 1.93 ConturaEnergy CTRA ... dd 13.17 –0.85 –16.82 –21.59 –1.99 ... 39.38 18.40 Domtar UFS .0 dd 32.05 +0.66 1.37 .50 1.99 .455 11.10 3.40 BurfordCapital BUR ... 14 8.89 +0.11 .97 ...... 11.28 9.90 CerberusTele CTAC.UT ...... 11.07 +0.11 ...... 389.44 236.68 Cooper COO .0 79 380.00 +3.11 4.81 ... 14.09 .03 60.61 31.08 Donaldson DCI 1.4 30 59.40 –0.09 2.00 2.00 2.55 .21 For personal non-commercial use only. Do not edit or alter. Reproductions permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 www.djreprints.com January 25, 2021 BARRON’S M15 New York Stock Exchange Composite List

- Earnings - - Earnings - NYSE CUMULATIVE DAILY BREADTH vs DJIA 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt 20.60 4.04 DonnelleyFin DFIN ... 39 19.05 –0.22 1.10 ...... 267.20 137.01 EsteeLauder EL .8 cc 249.83 +0.70 ...... 6.41 .53 Inaugural Ball: A rally in big tech lifted the S&P 500 by 2% for the week. NYSE Compos- 221.40 135.38 DoorDash ... dd 192.00 +4.85 ... –.40 –.24 ... 24.38 8.38 EthanAllen ETH 4.1 cc 24.25 +1.34 .34 ... 1.43 .25 14.90 6.08 DorianLPG LPG ... 9 12.67 –0.91 2.07 1.98 2.78 ... 12.47 7.21 Euronav EURN 20.4 3 8.13 –0.52 .52 2.25 .13 .09 ite breadth rose for a 12th week, as winning stocks beat losers by 3 to 2. 56.89 24.12 DouglasDynamics PLOW 2.6 dd 43.65 +0.63 2.11 2.35 1.83 .28 22.90 5.71 Eventbrite EB ... dd 19.51 +2.24 ... –2.60 –.90 ... 45.59 22.88 DouglasEmmett DEI 3.9 16 28.46 –0.59 2.09 .19 .12 .28 121.46 33.25 EvercoreA EVR 2.1 21 114.56 –4.21 6.89 5.97 8.44 .61 130.41 62.95 Dover DOV 1.6 27 125.32 –0.06 4.61 5.50 5.88 .495 294.31 157.32 EverestRe RE 2.7 14 228.92 –2.28 24.70 ...... 1.55 2.62 1.06 DoverMotorsports DVD 2.9 7 2.42 +0.03 ... .15 .17 .07 76.57 42.01 Evergy EVRG 4.0 19 53.80 –0.50 2.79 ... 3.23 .535 BREADTH DJIA 61.31 21.95 Dow DOW 4.9 dd 57.50 +0.19 –1.84 1.50 2.98 .70 14.88 1.55 Everi EVRI ... dd 13.40 –0.09 .21 –.96 ...... 581000 31350 73.50 33.33 DrReddy'sLab RDY .4 56 68.83 –2.23 1.66 2.25 2.69 .3304 99.42 60.69 EversourceEner ES 2.6 25 87.41 –1.16 2.81 ... 3.91 .5675

16.51 10.00 DragoneerGrowth DGNR.UT ...... 15.21 +0.01 ...... 42.35 18.21 Evertec EVTC .5 28 37.43 –0.95 1.41 2.04 2.31 .05 BREADTH 579,818 15.13 10.90 DragoneerGrwA DGNR ...... 14.50 +0.19 ...... 18.76 3.50 EvolentHealth EVH ... dd 18.76 +1.09 –3.67 –.24 –.26 ... s 5.53 2.11 DragoneerGrwWt DGNR.WT ...... 4.31 –0.13 ...... 31.63 7.09 EvoquaWater AQUA ... 32 30.44 +0.37 .94 .64 ...... 562400 28900 46.53 22.25 Dril-Quip DRQ ... dd 33.10 +0.26 .05 –.08 ...... 12.51 0.95 ExantasCap XAN ... dd 4.21 +0.20 .81 –2.24 .19 ... 4.14 0.86 DriveShack DS ... dd 2.42 +0.06 –.90 –1.22 –.71 ... 26.96 24.50 ExecutiveNtwk ENPC.UT ...... 26.40 +0.27 ...... 59.00 16.27 Ducommun DCO ... 24 56.80 +1.66 2.75 ...... 26.31 24.00 ExecutiveNtwkA ENPC ...... 25.75 +0.38 ...... 543800 s 26450 103.79 62.13 DukeEnergy DUK 4.3 33 90.29 –1.82 5.06 5.16 5.45 .965 4.21 1.05 ExecutiveNtwkWt ENPC.WT ...... 2.86 –0.34 ...... DJIA 43.45 25.19 DukeRealty DRE 2.5 69 40.24 +1.34 1.18 .52 .62 .255 5.15 0.57 Express EXPR ... dd 1.79 +0.53 –2.49 ...... 29.55 23.59 Dun&Bradstreet DNB ... dd 24.76 –0.24 ... .93 1.02 ... 8.93 3.23 Exterran EXTN ... dd 4.83 –0.07 –2.99 –2.22 –1.26 ... 525200 24000 87.27 28.33 DuPont DD 1.5 dd 81.09 –1.25 .67 3.01 ... .30 121.07 72.70 ExtraSpaceSt EXR 3.1 34 115.41 +3.23 3.24 3.35 3.76 .90 91.19 12.24 DycomInds DY ... cc 89.88 +2.17 1.80 ...... 66.68 30.11 ExxonMobil XOM 7.3 61 47.43 –0.46 3.36 ...... 87 3.97 0.98 DynagasLNG DLNG ... 3 2.68 –0.24 –.22 .73 .70 ... 506600 21550 48.85 17.10 Dynatrace DT ... cc 45.07 +1.77 –1.58 ...... F 20.34 7.04 DynexCapital DX 8.5 2 18.43 +0.51 –7.01 ... 1.94 .13 14.10 9.89 FastAcqn FST.UT ...... 11.67 –0.51 ...... 488000 19100 E 12.45 9.59 FastAcqnA FST ...... 10.73 –0.27 ...... 4.50 0.70 FastAcqnWt FST.WT ...... 1.99 –0.42 ...... F M A M J J A S O N D J 26.19 7.58 elfBeauty ELF ... cc 22.72 –0.74 .35 .62 ...... 38.35 14.38 FB Financial FBK 1.0 29 37.36 +0.52 2.65 2.83 2.58 .09 In generating this chart, we subtract each day's NYSE composite declines from that day's advances. The resultant total is added to the next day's total, and so 101.33 41.85 EMCOR EME .5 39 97.27 –0.83 5.75 5.99 5.78 .13 61.28 29.01 FBL Financial FFG 3.5 18 57.76 +0.81 ...... 4.95 .50 on. When all five days' numbers are added together, this produces the weekly figure we plot. Dec. 31, 1985 =1000. 29.94 12.10 ENI E 4.1 dd 20.95 –0.32 .09 –.42 1.17 .284 12.03 9.96 FG NewAmerica FGNA.UT ...... 11.95 +0.63 ...... 81.21 27.00 EOG Rscs EOG 2.7 dd 54.86 –4.33 4.71 1.01 ... .375 11.13 9.78 FGNewAmericaA FGNA ...... 11.01 +0.36 ...... 369.51 151.97 EPAM Systems EPAM ... 66 359.69 +11.68 4.53 6.26 7.50 ... 2.28 0.53 FGNewAmericaWt FGNA.WT ...... 2.25 +0.50 ...... 73.37 12.56 EPR Prop EPR .0 dd 37.29 +0.30 2.32 –1.72 –.02 .3825 123.66 56.77 FMC FMC 1.7 30 114.45 –5.60 3.62 ... 7.28 .48 - Earnings - - Earnings - 18.66 4.21 EQT EQT .0 dd 16.39 –2.11 –4.79 ...... 03 12.43 5.05 FNB FNB 4.6 12 10.51 –0.46 .85 .96 .96 .12 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 111.75 62.64 ESCO Tech ESE .3 cc 106.21 –0.12 3.90 3.01 3.70 .08 25.28 7.60 FS KKR Cap FSK 13.8 dd 17.34 +0.04 1.88 ... 2.48 .60 High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt 116.61 41.83 EagleMaterials EXP .0 34 114.23 +1.60 1.68 ... 6.96 .10 144.10 94.87 FTI Consulting FCN ... 24 116.42 +1.48 5.69 5.77 6.19 ... 35.91 12.61 FranklinCovey FC ... dd 24.96 +0.04 –.68 .03 .46 ... 2.54 0.20 GlobalBlueWt GB.WT ...... 2.20 +0.81 ...... 6.88 1.44 EarthstoneEner ESTE ... dd 5.67 –0.19 .02 ...... 87.28 44.00 Fabrinet FN ... 27 85.82 +3.25 3.07 4.27 4.64 ... 27.60 14.91 FranklinRscs BEN 4.2 17 26.47 –0.09 1.59 ... 3.08 .28 5.10 2.54 GlobalCordBlood CO ... 7 3.94 –0.01 .56 .45 .57 ... 29.70 19.00 EasterlyGovtProp DEA 4.5 cc 22.90 +0.16 .10 ... .36 .26 363.64 195.22 FactSet FDS 1.0 33 320.23 +2.03 9.65 11.16 11.79 .77 32.49 4.82 FreeportMcM FCX ... dd 30.49 +0.14 –.17 ...... 15.95 6.98 GlobalMedREIT GMRE 6.0 dd 13.26 +0.10 .10 ... .22 .20 153.26 83.40 EastGroup EGP 2.3 45 139.96 +6.20 3.24 ...... 79 530.95 177.65 FairIsaac FICO ... 63 496.16 +12.86 7.90 ... 12.34 ... 46.55 29.17 FreseniusMed FMS 1.2 17 42.25 +0.64 2.22 2.67 2.86 .7073 21.71 8.77 GlobalNetLease GNL 9.4 cc 16.97 +0.01 .39 ...... 40 110.27 34.44 EastmanChem EMN 2.6 31 106.22 +1.44 5.48 5.92 7.23 .69 30.30 8.10 FangHoldings SFUN ... dd 12.78 –0.67 ...... 11.36 37.47 20.25 FreshDelMonte FDP 1.2 51 24.03 –0.52 1.37 ...... 10 20.32 6.30 GlobalPtnrs GLP 10.1 7 18.78 +1.37 .81 2.55 .93 .50 60.00 1.50 EastmanKodak KODK ... dd 9.46 +1.32 2.23 –2.43 –.70 ... 9.98 FarPeakAcqn FPAC.UT ...... 11.23 +0.52 ...... 11.95 5.28 Frontline FRO 25.9 2 6.18 –0.11 .81 2.15 .54 .50 215.70 105.54 GlobalPayments GPN .4 cc 187.52 –3.86 2.16 6.39 ... .195 130.00 56.42 Eaton ETN 2.3 37 124.43 +1.26 5.25 4.17 4.80 .73 10.58 10.05 FarPeakAcqnA FPAC ...... 10.45 ...... 73.31 .375 2.45 2.00 62.29 5.00 fuboTV FUBO ... dd 37.72 +5.59 –1.57 –6.04 –1.69 ... 17.69 2.61 GlobalShipLease GSL ...... 13.10 –3.44 1.48 1.66 2.42 ... 23.59 EatonVance EV 2.1 59 71.28 –0.54 ... 3.79 4.17 FarPeakAcqnWt FPAC.WT ...... 2.38 ...... 57.68 23.68 FullerHB FUL 1.2 24 52.73 –0.29 2.52 2.62 3.80 .1625 230.47 70.83 Globant GLOB ... cc 207.12 –1.70 1.43 ... 3.14 ... 231.36 124.60 Ecolab ECL .9 dd 212.39 +1.62 5.33 ... 5.34 .48 65.54 5.99 Farfetch FTCH ... dd 63.00 +5.01 ...... 11.16 12.84 9.68 FusionAcqnA FUSE ...... 12.23 +0.51 ...... 111.43 56.74 GlobeLife GL .8 14 94.34 –1.74 6.83 ... 7.48 .1875 20.54 6.28 Ecopetrol EC 6.0 19 13.42 –0.45 1.96 ... 1.16 .8878 5.05 FarmlandPtrs FPI 1.8 dd 11.06 +0.78 .04 –.03 .03 .05 14.52 9.96 FusionAcqnUn FUSE.UT ...... 13.59 +0.49 ...... 68.20 33.41 GlobusMedical GMED ... 71 65.32 +1.68 ...... 38.97 20.51 EdgewellPersonal EPC 1.8 27 33.59 –0.72 1.24 2.73 2.93 .15 136.50 10.63 Fastly FSLY ... dd 103.28 +15.07 –.75 –.20 –.22 ... 3.50 0.45 FusionAcqnWt FUSE.WT ...... 3.14 +0.09 ...... 91.81 40.25 GoDaddy GDDY ... dd 83.75 +2.84 .76 –3.00 1.79 ... 78.93 43.63 EdisonInt EIX 4.5 60 59.30 –2.57 3.77 ...... 6625 77.90 41.26 FedAgriMtg A AGM.A 4.4 9 72.01 –1.93 ... 9.20 9.53 .80 14.96 8.75 FutureFuel FF 1.7 6 14.51 +0.64 2.02 .95 .80 .06 14.90 3.79 GoldFields GFI 1.3 34 9.57 +0.68 .20 .78 1.29 .0929 92.08 51.51 EdwardsLife EW ... 69 85.52 –2.35 1.64 1.87 2.14 ... 83.06 40.05 FedAgriMtg C AGM 4.0 10 79.50 –0.93 ... 9.20 9.53 .80 11.33 10.25 GoldenFalconAcqnUn GFX.UT ...... 11.04 +0.19 ...... 39.17 10.70 8x8 EGHT ... dd 37.50 +0.77 –1.72 –.16 ...... 131.15 64.11 FederalRealty FRT 4.8 38 88.53 +1.26 4.61 .68 1.44 1.06 36.02 G 22.50 8.00 GoldmanSachsBDC GSBD 9.9 59 18.14 –0.17 .90 ...... 05 34.09 15.17 ElancoAnimal ELAN ... dd 30.46 –1.05 .18 .45 .92 ... 23.32 FederalSignal FSS .9 22 35.28 +0.35 1.76 1.63 1.83 .08 309.41 130.85 GoldmanSachs GS 1.7 12 289.39 –11.62 24.74 28.69 31.78 1.25 56.83 30.73 ElancoAnimalUn ELAT 5.2 ... 48.31 –1.04 ...... 625 38.26 13.06 FederatedHermes FHI 3.6 10 29.95 –0.79 ... 3.07 3.07 1.00 38.27 21.49 Gorman-Rupp GRC 1.8 33 33.81 +0.35 ... 1.13 1.54 .155 176.49 39.01 Elastic ESTC ... dd 169.08 +6.07 –2.12 –.33 ...... 305.66 88.69 FedEx FDX 1.0 17 254.08 +1.52 15.18 ...... 65 19.43 9.03 GAMCO Investors GBL .5 7 17.50 +0.43 ... 3.68 2.38 .02 92.11 70.46 26.75 GraceWR GRA 2.0 cc 61.10 –2.15 1.89 2.61 3.85 .30 14.49 4.60 EldoradoGold EGO ... 11 11.13 –0.13 .51 .99 ...... 233.66 127.73 Ferrari RACE .6 68 212.07 +2.00 4.17 3.40 4.84 1.2351 50.69 GATX GATX 2.2 17 88.01 –1.56 5.81 4.79 4.07 .48 76.98 27.62 14.24 GCPAppliedTechs GCP ... 17 24.80 –0.25 .64 .65 .87 ... 38.43 Graco GGG 1.0 43 75.83 +2.29 2.00 1.85 1.84 .1875 19.40 5.35 ElementSolns ESI 1.1 37 17.54 –0.87 .35 .93 1.07 .05 16.47 7.52 Ferro FOE ... dd 15.22 –0.34 .07 .75 1.01 ... 12.00 5.56 GrafTechIntl EAF .4 6 10.59 +0.08 2.58 ...... 01 5.98 0.89 ElevateCredit ELVT ... 3 4.09 –0.12 .73 .90 .16 ... 49.28 19.00 FidNatlFin FNF 3.7 12 39.44 +0.11 3.83 4.51 4.36 .36 18.42 8.00 GEO Group GEO 12.0 7 8.36 –0.88 1.40 1.23 1.32 .25 32.25 11.92 GFLEnvironmental GFL .1 dd 31.22 +1.22 ...... 20 .01 20.51 10.36 Graham GHM 2.6 cc 16.97 +1.81 .19 .31 .34 .11 19.12 3.24 EllingtonFin EFC 7.6 dd 15.77 +0.56 1.76 –.42 1.79 .10 158.21 91.68 FidNatlInfo FIS 1.1 dd 129.08 –0.65 .66 5.45 6.56 .35 609.89 267.89 GrahamHoldings GHC 1.1 14 559.27 +2.52 ... 20.77 23.21 1.51 13.30 2.70 EllingtonResiMtg EARN 9.0 7 12.50 +0.38 1.79 1.27 1.32 .28 3.87 1.22 FinVolution FINV 2.8 4 3.59 +0.08 ... 6.32 6.22 .12 76.76 37.37 GFL Env Un GFLU 4.0 ... 74.49 +2.55 ...... 75 .1646 .46 34.57 10.39 GMS GMS ... 57 32.44 –0.11 .55 2.96 3.24 ... 427.90 200.61 Grainger GWW 1.6 34 393.49 +4.83 15.32 ... 18.39 1.53 14.67 9.33 EmbotellAndinaA AKO.A 4.1 10 13.71 –0.05 1.49 1.00 1.07 66.78 29.36 FirstAmerFin FAF 3.4 10 54.63 +1.63 6.22 5.36 ... 35.12 8.90 GraniteConstr GVA 1.6 dd 33.54 +0.28 .96 1.04 1.73 .13 17.36 10.15 EmbotellAndinaB AKO.B 3.8 11 16.24 –0.50 1.64 1.00 1.06 .1811 10.46 3.50 FirstBanCorp FBP 2.0 25 10.06 –0.07 .76 .40 .85 .05 12.65 9.64 GoAcqnA GOAC ...... 10.46 +0.14 ...... 11.10 18.70 1.74 GranitePointMtg GPMT 8.0 dd 10.04 +0.32 1.32 ... 1.06 .25 18.28 3.96 Embraer ERJ ... dd 6.39 –0.84 –1.81 ... –.68 ... 14.33 6.77 FirstCmwlthFin FCF 3.5 17 12.67 +0.02 1.07 .72 ... .11 9.91 GOAcquisitionUn GOAC.UT ...... 11.00 +0.17 ...... 1966 1.85 0.75 GoAcqnWt GOAC.WT ...... 1.66 –0.05 ...... 62.59 28.12 GraniteREIT GRP.UT 3.9 13 60.65 +1.56 ... 3.87 4.07 10.86 1.50 EmeraldHldg EEX .0 dd 4.48 –0.05 –.70 .59 .48 .075 17.08 6.27 FirstHorizon FHN 4.1 10 14.56 –0.47 1.38 1.19 1.19 .15 18.22 10.41 GraphicPkg GPK 1.7 36 17.22 –0.31 .70 1.10 1.04 .075 137.61 46.37 EmergentBiosol EBS ... 34 107.12 +0.83 1.04 ...... 46.12 25.89 FirstIndRlty FR 2.4 26 41.90 +0.90 1.89 1.06 .86 .25 18.53 1.85 GOL Linhas GOL ... dd 8.36 –0.47 –.17 –3.92 –.59 ... 85.39 14.75 5.20 GP Strategies GPX ... 27 13.03 +0.63 .90 .53 .77 ... 22.83 8.53 GrayTelevision GTN ... 7 17.00 –0.06 ... 3.42 1.74 ... 37.75 EmersonElec EMR 2.4 26 83.73 +0.98 3.24 3.51 3.97 .505 14.57 4.17 FirstMajestic AG ... dd 14.00 +2.19 –.20 ...... 21.35 8.55 GrayTelevision A GTN.A ... 7 16.44 –0.06 ... 3.42 1.74 ... 14.31 5.19 EmpireStateRealty ESRT .0 ... 9.08 –0.34 ... .31 .10 .105 166.82 70.06 FirstRepBank FRC .5 27 156.53 +2.82 5.81 6.49 7.18 .20 4.10 1.23 GS Acqn II Wt GSAH.WT ...... 3.88 +0.73 ...... 14.72 10.21 GS Acqn II GSAH.UT ...... 13.20 +0.83 ...... 15.35 3.96 GreatAjax AJX 6.3 13 10.74 +0.16 1.59 .78 1.06 .17 44.90 25.53 EmployersHldgs EIG 3.1 11 32.45 –0.55 4.83 ... 1.82 .25 52.52 22.85 FirstEnergy FE 5.0 28 31.27 –0.40 1.68 2.49 2.63 .39 33.24 10.86 GreatWesternBncp GWB .2 dd 23.52 –0.47 –12.24 1.62 1.90 .01 10.76 9.80 Empower EMPW.UT ...... 10.57 –0.08 ...... 12.40 10.00 FirstMarkHorizon FMAC.UT ...... 11.69 –0.02 ...... 13.81 9.85 GS Acqn II A GSAH ...... 12.26 +0.72 ...... 10.60 141.78 27.06 GSXTechedu GSX ... dd 92.00 +32.40 ... –4.26 –2.64 ... 64.97 14.20 GreenDot GDOT ... 59 54.48 +0.46 1.88 ... 2.23 ... 9.75 EmpowerA EMPW ...... 10.19 –0.13 ...... 11.52 9.92 FirstMarkHorizonA FMAC ...... 10.95 +0.04 ...... 38.06 12.89 Greenbrier GBX 2.9 40 36.86 +1.15 1.46 .23 1.99 .27 1.49 0.89 EmpowerWt EMPW.WT ...... 1.28 –0.12 ...... 3.15 1.40 FirstMarkHorizonWt FMAC.WT ...... 2.33 +0.01 ...... 15.77 3.05 GTT Comm GTT ... dd 3.92 +0.51 –1.88 –2.75 –1.58 ... 10.52 11.65 9.60 GalileoAcquisition GLEO.UT ...... 11.01 –0.64 ...... 23.08 7.28 Greenhill GHL 1.6 dd 12.51 –0.52 .45 –.10 1.19 .05 10.25 EmpowermentI EPWR.UT ...... 10.40 +0.05 ...... 23.63 8.70 Fisker FSR ... dd 14.86 –0.21 .18 –.29 –.45 ... 15.17 9.79 GreenTree GHG ... 38 13.14 –0.07 .63 2.89 ...... 5.76 2.54 EmpresaDisCom EDN ... 1 3.50 –0.14 ... –.54 ...... 7.60 0.27 FiskerWt FSR.WT ...... 5.07 –0.02 ...... 10.55 9.20 GalileoAcqn GLEO ... cc 10.38 –0.07 –.02 ...... 1.14 0.15 GalileoAcqnWt GLEO.WT ...... 1.08 +0.09 ...... 52.35 23.65 Greif A GEF 3.5 27 49.78 –0.69 1.83 3.61 4.16 .44 10.16 1.61 EnableMidstream ENBL 12.0 dd 5.52 –0.55 .82 ... .62 .1653 14.90 2.51 500.com WBAI ... dd 13.36 –0.19 ... 7.13 9.17 ... 53.90 30.89 Greif B GEF.B 5.1 19 51.04 –0.57 2.74 3.61 4.16 .65 49 dd 129.12 65.09 Gallagher AJG 1.5 29 117.84 +1.73 3.52 4.63 ... .45 43.15 22.57 Enbridge ENB 7.5 34.66 –0.60 1.99 1.92 2.08 .6523 9.31 3.62 FivePoint FPH ... 6.47 +0.17 .13 .34 .38 ... 27.53 9.15 Griffon GFF 1.4 20 23.60 +0.24 1.19 1.52 1.79 .08 88.11 33 dd 76.76 2.57 GameStop GME ... dd 65.01 +29.51 –5.38 –2.10 ...... 48.01 EncompassHealth EHC 1.3 87.41 +3.99 3.61 2.82 3.83 .28 285.56 20.42 FiverrIntl FVRR ... 243.75 –23.38 –1.67 ... .72 ... 162.65 26.26 Group1Auto GPI .8 12 156.32 +4.38 9.34 18.32 12.60 .30 cc 47.50 5 .06 6.82 0.63 Gannett GCI ... dd 4.19 +0.22 –1.77 –4.40 –.84 ... 80.95 27.21 Endava DAVA ... 79.98 +1.57 ... 1.08 1.33 ... 16.76 Flagstar FBC .5 46.20 +1.49 9.52 7.10 5.32 85.53 29.35 Grubhub GRUB ... dd 78.88 +7.82 –.20 –.03 1.04 ... dd 32 26.99 5.26 Gap GPS ... dd 22.59 +0.53 .93 –2.15 ...... 5.85 0.99 EndeavourSilver EXK ... 4.53 +0.32 –.36 ...... 329.85 168.51 FleetCorTech FLT ... 267.41 +2.18 9.94 ...... 132.50 44.28 GpoAeroportuar PAC ... 35 103.10 –6.16 ... 2.53 4.09 ... 9 .043 80 169.77 76.91 Gartner IT ... 67 160.41 ... 2.56 4.13 4.05 ... 10.26 5.22 EnelAmericas ENIA 5.9 7.78 –0.19 1.23 .52 .63 10.65 3.40 FlexLNG FLNG 4.5 8.98 –1.18 .31 ... 1.37 .10 205.29 82.08 GpoAeroportSur ASR ... 34 160.93 –2.92 ...... 4.97 2.95 EnelChile ENIC 5.3 dd 4.01 –0.11 .30 –43.99 307.67 .2164 108.54 24.36 Floor&Decor FND ... 62 101.41 –1.15 1.44 1.03 1.41 ... 7.81 2.23 GasLog GLOG 4.3 dd 4.70 –1.17 –1.37 .45 .76 .05 8.85 3.32 GpoAvalAcc AVAL 4.7 11 6.59 –0.10 ...... 0259 53.84 26.60 Energizer ENR 2.5 dd 48.00 –0.01 –1.58 3.01 3.53 .30 3.09 0.66 FlotekIndustries FTK ... dd 1.94 +0.08 –.55 ...... 12.59 1.51 GasLogPartners GLOP 22.9 dd 3.58 –0.30 –1.43 ...... 01 3.68 1.28 GpoSupervielle SUPV 1.6 3 1.85 –0.09 ...... 0409 13.21 3.75 EnergyTransfer ET 9.4 dd 6.50 –0.51 1.36 –.22 1.12 .1525 25.18 17.42 FlowersFoods FLO 3.6 48 22.44 +0.09 .78 1.27 ... .20 15.10 5.42 GatesIndustrial GTES ... 58 14.81 +0.31 2.37 .69 .93 ... 12.37 4.65 GrupoTelevisa TV ... dd 8.60 +0.10 .42 .24 .38 ... 25.68 13.28 EnerpacTool EPAC .2 cc 22.08 –0.48 .01 .53 .77 .04 49.41 18.98 Flowserve FLS 2.1 39 38.56 +1.33 1.93 ...... 20 15.72 5.78 GatosSilver GATO ...... 12.75 +0.22 ... –.40 1.18 ... 25.84 3.64 Guess GES 1.9 dd 24.19 –0.68 1.33 –.75 1.35 .1125 5.54 1.15 Enerplus ERF 2.8 dd 3.35 –0.30 –.84 –2.44 .37 .0079 21.50 2.85 Fluor FLR .0 dd 20.45 +0.26 –10.87 ...... 10 9.14 4.27 GencoShipping GNK .9 dd 8.70 +0.49 –1.34 ...... 02 134.22 71.64 Guidewire GWRE ... dd 123.71 –1.29 –.33 .21 .32 ... 93.39 35.21 EnerSys ENS .8 41 93.19 +5.39 3.20 4.40 5.60 .175 19.05 3.41 FlyLeasing FLY ... 3 10.05 +0.14 7.15 1.15 .92 ... 278.64 75.50 Generac GNRC ... 60 277.61 +24.80 4.03 6.32 ...... 18.00 13.13 GuildHldgs GHLD ...... 16.10 –1.51 ... 8.46 3.47 ... 5.60 0.88 EnLinkMid ENLC .0 dd 4.00 –0.23 –2.41 –.41 –.02 .0938 13.95 10.13 FoleyTrasimene WPF.UT ...... 13.78 +1.17 ...... 190.08 100.55 GeneralDynamics GD 2.9 14 152.77 –0.40 11.98 ...... 1.10 21.76 13.98 Ennis EBF 4.8 18 18.70 +0.07 1.47 1.00 1.46 .225 12.85 9.74 FoleyTrasimeneA WPF ...... 12.79 +1.32 ...... 13.26 5.48 GeneralElec GE .4 27 11.11 –0.22 –.62 .42 .61 .01 29.33 7.84 EnovaIntl ENVA ... 7 24.38 –1.99 1.06 6.08 4.58 ... 3.99 1.20 FoleyTrasimeneWt WPF.WT ...... 3.70 +0.94 ...... 66.14 46.59 GeneralMills GIS 3.6 14 55.97 –0.27 3.56 3.75 ... .51 H 83.99 30.04 EnPro NPO 1.3 dd 81.73 –0.28 1.85 2.20 2.80 .26 19.50 9.60 FoleyTras II A BFT ...... 18.89 +3.30 ...... 56.97 14.33 GeneralMotors GM .0 25 55.40 +5.43 4.57 4.52 5.98 .38 4.69 0.75 Entercom ETM 2.0 dd 4.08 +0.73 ... –.36 .51 .02 6.15 0.92 FoleyTrasII Wt BFT.WT ...... 5.96 +1.53 ...... 43.69 5.52 Genesco GCO ... dd 37.96 –0.31 3.92 –1.93 ...... 174.55 58.38 HCA Healthcare HCA .0 17 166.97 –1.80 10.07 10.53 12.49 .43 135.55 75.19 Entergy ETR 4.0 14 93.97 –1.28 6.30 5.56 5.95 .95 21.53 9.95 FoleyTrasimII BFT.UT ...... 20.76 +3.81 ...... 20.28 2.58 GenesisEnergy GEL 10.0 dd 5.99 –0.53 ...... 15 62.93 31.61 HCI Group HCI 2.9 15 56.13 +2.03 3.31 3.25 3.35 .40 27.88 10.27 EnterpriseProd EPD 8.3 10 21.56 –1.38 2.09 2.07 1.97 .45 96.73 52.91 FomentoEconMex FMX 1.9 94 73.74 –2.01 ... 18.60 91.58 .7333 1.86 0.40 GenesisHealthcare GEN ... dd .72 ...... –1.41 –6.61 ... 4.32 1.29 HC2 Holdings HCHC ... dd 3.66 +0.18 –.66 –2.08 –.60 ... 3.26 1.10 Entravision EVC 3.1 dd 3.25 +0.06 ... –.14 .37 .025 48.50 17.46 FootLocker FL 1.3 15 47.55 –0.30 4.50 ...... 15 11.17 10.06 GenesisParkA GNPK ...... 10.58 +0.40 ...... 76.12 29.50 HDFC Bank HDB ... 33 74.25 –0.63 2.11 2.29 ...... 92.51 45.53 Envestnet ENV ... dd 83.19 –2.01 –.33 2.54 2.68 ... 12.15 3.96 FordMotor F .0 dd 11.52 +1.69 ... –.01 1.07 .15 11.54 9.98 GenesisParkAcqnUn GNPK.UT ...... 11.45 +0.45 ...... 7.82 1.38 HEXO HEXO ... dd 6.69 –0.52 –5.26 –.14 –.05 ... 37.03 10.08 Envista NVST ... dd 36.58 +0.82 1.60 .83 ...... 12.38 10.11 ForestRoadAcqn FRX.UT ...... 11.40 +0.12 ...... 2.50 1.53 GenesisParkWt GNPK.WT ...... 1.96 +0.04 ...... 11.04 9.86 HIG Acqn HIGA.UT ...... 10.90 +0.15 ...... 49.01 20.63 EnvivaPartners EVA 5.9 cc 49.01 +3.16 –.54 1.11 1.56 .775 11.58 10.27 ForestRoadA FRX ...... 10.67 +0.20 ...... 9.60 4.60 GenieEnergy GNE 4.5 15 7.52 –0.69 ... .25 .46 .085 15.46 9.75 H.I.G.AcqnA HIGA ...... 10.38 +0.06 ...... 4.85 1.56 EnzoBiochem ENZ ... dd 3.06 +0.02 –.60 ... –.39 ... 3.05 2.25 ForestRoadWt FRX.WT ...... 2.78 –0.07 ...... 45.20 19.41 Genpact G .9 26 41.46 +0.48 1.56 2.10 2.27 .0975 1.90 1.16 H.I.G.AcqnWt HIGA.WT ...... 1.70 +0.13 ...... 196.47 103.01 Equifax EFX .9 50 178.74 +1.74 –3.27 4.64 5.64 .39 23.97 9.43 Forestar FOR ... 16 22.37 +0.47 1.26 1.78 2.04 ... 108.55 49.68 GenuineParts GPC 3.1 cc 101.64 –0.51 4.24 5.18 5.75 .79 42.90 16.61 HNI HNI 3.5 22 34.49 +0.90 2.54 2.75 2.01 .305 19.98 8.41 Equinor EQNR 2.3 dd 19.25 +0.03 .55 .51 1.11 .11 44.72 28.59 Fortis FTS 3.8 21 40.94 –0.03 2.86 1.99 ... .3861 4.84 1.87 GenworthFin GNW ... dd 3.11 ... .67 .30 .91 ... 26.15 12.54 HP HPQ 3.1 13 25.27 +0.10 2.00 2.63 2.94 .1938 28.13 9.89 Equitable EQH 2.5 dd 26.92 –0.58 –3.51 ... 5.28 .17 74.26 31.20 Fortive FTV .4 45 69.32 –0.90 1.97 2.66 2.42 .07 20.04 5.44 GeoPark GPRK 1.0 dd 12.25 –0.66 .96 –1.95 .92 .0412 10.66 9.57 HPX A HPX ...... 10.45 +0.04 ...... 11.66 3.75 EquitransMdstm ETRN 8.5 dd 7.03 –1.46 –.80 1.46 ... .15 11.08 10.55 FortressCap FCAX.UT ...... 10.74 +0.03 ...... 5.47 1.65 Gerdau GGB .5 29 4.63 –0.24 .18 .09 .40 .0267 11.47 9.81 HPX Un HPX.UT ...... 11.20 +0.05 ...... 35.08 25.80 EquityCommnwlth EQC .0 8 28.13 +0.34 3.90 .97 1.19 3.50 24.25 3.69 FortressTransport FTAI 5.6 15 23.74 +0.14 2.59 –.70 .59 .33 32.92 16.36 GettyRealty GTY 5.7 24 27.24 +0.88 1.19 1.14 1.26 .39 1.91 0.64 HPX Wt HPX.WT ...... 1.67 +0.11 ...... 11.65 10.00 EquityDistribution EQD.UT ...... 11.09 +0.18 ...... 12.24 9.65 FortressValueII FAII ...... 11.91 +0.61 ...... 17.36 9.79 GigCapital3 GIK ...... 16.28 +0.11 ...... 38.61 17.95 HSBC HSBC ... dd 27.82 +0.47 1.51 1.38 2.17 ... 10.90 9.32 EquityDistrA EQD ...... 10.57 +0.06 ...... 12.85 9.95 FortressValueII FAII.UT ...... 12.48 +0.59 ...... 21.00 9.80 GigCapital3Un GIK.UT ...... 19.50 +0.74 ...... 30.62 11.78 HUYA HUYA ... 49 24.03 +2.07 ... 4.07 6.11 ... 2.10 0.83 EquityDistrWt EQD.WT ...... 1.85 +0.10 ...... 3.90 1.12 FortressValueIIWt FAII.WT ...... 3.15 –0.05 ...... 4.75 0.38 GigCapital3Wt GIK.WT ...... 4.58 +0.22 ...... 129.92 63.41 Haemonetic HAE ... 56 116.92 –8.78 1.48 2.42 3.54 ... 77.55 41.97 EquityLife ELS 2.2 53 63.28 +3.27 1.54 1.22 1.35 .3425 11.69 10.59 FortressValueIII FVT.UT ...... 11.47 +0.72 ...... 12.12 9.60 GigCapital2 GIX ... dd 10.68 –0.10 –.13 ...... 23.50 4.25 Halliburton HAL .9 dd 19.24 –1.50 –3.34 .84 1.24 .045 87.53 45.43 EquityResdntl EQR 3.9 25 61.56 –0.03 2.60 ... 1.06 .6025 9.69 1.47 FortunaSilver FSM ... 58 7.16 –0.39 .15 ...... 0.59 0.17 GigCapital2Rt GIX.RT ...... 54 +0.06 ...... 25.00 6.68 HamiltonBeach HBB 2.1 9 17.90 –0.29 ... 2.20 2.20 .095 2.32 0.74 EquusTotReturn EQS ... dd 1.76 +0.11 .16 .18 .30 ... 93.05 33.90 FortBrandsHome FBHS 1.1 26 92.57 +4.25 3.06 4.10 ... .26 15.00 10.21 GigCapital2Un GIX.UT ...... 13.26 +0.24 ...... 17.74 6.96 Hanesbrands HBI 3.9 13 15.58 –0.14 1.64 1.36 ... .15 4.36 1.10 ErosSTX ESGC ...... 2.04 –0.07 ...... 25.80 3.00 ForumEnergyTech FET ... dd 14.94 +0.29 –103.00 ...... 2.47 0.11 GigCapital2Wt GIX.WT ...... 1.72 +0.07 ...... 26.22 11.31 Hanger HNGR ... 22 22.87 –0.11 .72 .22 ...... 52.99 17.52 EssentGroup ESNT 1.4 11 45.81 –2.29 5.66 ...... 16 19.42 7.99 FdnBuilding FBM ... 18 19.23 +0.02 .93 .96 1.09 ... 30.29 9.42 Gildan GIL .0 dd 26.19 –0.90 1.27 –.43 1.41 .154 72.42 15.01 HannonArmstrong HASI 2.0 47 67.08 +2.22 1.24 1.49 1.58 .34 29.34 6.08 EssentialProp EPRT 4.7 36 20.46 +0.03 .63 .55 .65 .24 32.50 12.80 FourCornersProp FCPT 4.7 25 27.30 –0.39 1.06 1.14 1.17 .3175 19.48 9.44 Glatfelter GLT 2.9 dd 18.33 –0.05 –.49 ... .77 .135 144.71 75.11 HanoverIns THG 2.4 15 116.98 –2.42 10.46 8.67 9.16 .70 54.52 30.40 EssentialUtil WTRG 2.2 46 45.46 –0.69 1.04 ... 1.67 .2507 1.92 0.63 FourSeasonsEduc FEDU ... dd 1.28 +0.20 –.33 1.98 3.41 ... 90.71 23.31 Glaukos GKOS ... dd 87.17 +0.83 .37 –1.62 –1.09 ... 43.47 14.31 HarleyDavidson HOG .2 57 41.35 +0.73 2.68 ... 2.83 .02 70.71 41.66 EssentialUtilUn WTRU 5.1 ... 58.34 –0.71 ...... 75 166.11 77.18 Franco-Nevada FNV .8 89 123.29 +2.09 1.83 ...... 26 48.25 31.43 GSK GSK 5.2 12 38.36 –0.11 2.40 3.13 3.07 .4959 7.61 1.76 HarmonyGold HMY ... dd 4.41 +0.15 –.10 .74 .95 ... 329.74 175.81 EssexProp ESS 3.4 27 243.45 +2.93 6.66 8.17 4.27 2.0775 3.95 1.49 Frank'sIntl FI ... dd 3.12 –0.05 –1.05 ... –.21 ... 15.93 6.67 GlobalBlue GB ... dd 13.33 +1.11 .18 ...... 19.98 4.19 Harsco HSC ... dd 18.18 –0.43 6.19 .47 .79 ... For personal non-commercial use only. Do not edit or alter. Reproductions permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 www.djreprints.com M16 BARRON’S January 25, 2021 New York Stock Exchange Composite List

- Earnings - - Earnings - - Earnings - - Earnings - 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt 60.41 19.04 HartfordFinl HIG 2.6 11 50.37 –1.30 5.66 5.15 5.54 .325 23.14 9.30 InterPrivate IPV.U ... cc 18.56 –0.32 ...... 4.16 1.00 LSB Inds LXU ... dd 3.68 –0.07 –3.44 –3.31 –2.18 ... 110.57 34.88 MasoniteIntl DOOR ... 63 108.71 +12.81 1.77 6.04 7.29 ... 34.14 9.81 HavertyFurn HVT 2.4 17 33.58 +0.44 1.08 1.46 ... 2.00 19.84 9.15 InterPrivate IPV ... cc 16.15 –0.02 ...... 50.50 24.49 LTC Properties LTC 5.7 18 40.09 –1.10 2.02 2.45 1.82 .19 82.97 22.51 MasTec MTZ ... 20 82.30 +1.09 5.17 ... 4.86 ... 33.47 10.67 HavertyFurn A HVT.A 2.4 17 33.47 +0.45 1.03 1.46 ... 1.90 6.00 0.40 InterPrivateWt IPV.WT ...... 4.48 –0.12 ...... 230.99 142.01 L3HarrisTech LHX 1.8 30 183.80 –4.78 7.89 ...... 85 367.25 199.99 Mastercard MA .5 49 328.99 +5.73 ... 6.33 8.22 .44 55.15 31.83 HawaiianElec HE 3.8 18 34.50 +0.37 1.99 1.70 ... .33 25.23 11.63 Interpublic IPG 4.1 17 24.58 –0.36 1.68 1.54 1.79 .255 45.00 15.61 La-Z-Boy LZB 1.3 27 44.18 +0.47 1.66 ...... 14 16.94 1.11 MatadorRscs MTDR ... dd 15.01 –0.99 .75 ...... 37.97 24.10 HealthcareRealty HR 3.8 37 31.18 +0.95 .29 .69 ... .30 28.76 6.00 IntrepidPotash IPI ... dd 25.33 –0.31 1.00 –1.80 .11 ... 230.77 98.02 LabCpAm LH ... 27 228.90 +5.19 8.35 20.59 19.29 ... 71.88 26.15 Materion MTRN .7 57 68.08 –0.13 2.45 2.05 2.91 .115 34.22 20.61 HealthcareAmer HTA 4.4 cc 29.02 +0.43 .14 .25 .34 .32 10.74 3.90 Invacare IVC .0 dd 9.93 +0.21 ... –.66 –.19 .0125 18.97 2.65 LadderCapital LADR 7.6 32 10.49 +0.27 1.15 .65 1.60 .20 70.04 23.75 Matson MATX 1.4 24 67.59 +2.55 1.91 4.28 4.32 .23 37.64 18.63 HealthpeakProp PEAK 4.9 50 30.18 +0.22 .09 ... .29 .37 18.30 1.82 InvescoMtg IVR 9.0 dd 3.56 +0.26 2.42 –9.84 .35 .08 96.32 39.06 LambWeston LW 1.2 39 78.15 –0.35 2.49 2.40 2.97 .235 13.62 8.50 MauiLand MLP ... dd 12.17 +0.79 –.54 –.27 –.24 ... 7.06 1.40 HeclaMining HL .3 dd 5.39 +0.08 –.20 ... .25 .0025 11.46 10.01 Investindustrial IIAC.UT ...... 11.32 +0.45 ...... 10.05 4.89 Lannett LCI ... dd 6.73 +0.03 –.86 .56 ...... 58.75 7.18 MaxarTech MAXR .1 37 50.22 +1.57 1.83 ... –.58 .01 141.31 52.01 Heico HEI .1 56 128.70 –6.36 ... 2.21 2.68 .08 10.95 9.91 InvestindustrialA IIAC ...... 10.65 +0.34 ...... 41.60 6.60 LaredoPetrol LPI ... dd 25.10 –1.51 –29.60 11.69 ...... 80.50 46.42 Maximus MMS 1.5 23 77.19 +0.89 3.39 3.59 4.26 .28 124.90 51.78 Heico A HEI.A .1 50 113.65 –5.30 ... 2.21 2.68 .08 2.30 1.51 InvestindustrialWt IIAC.WT ...... 1.95 +0.16 ...... 71.38 33.30 LasVegasSands LVS .0 dd 54.18 +0.74 3.50 1.62 3.10 .79 38.71 7.79 MaxLinear MXL ... dd 35.47 –0.35 –.28 ...... 9.11 0.99 HelixEnergy HLX ... 29 4.51 –0.16 .38 .02 –.22 ... 61.59 7.42 Invitae NVTA ... dd 55.21 +2.62 –2.66 –2.83 –1.57 ... 46.95 20.94 Lazard LAZ 4.3 17 43.44 –2.17 2.57 2.85 3.62 .47 14.74 3.89 MayvilleEngg MEC ... dd 13.61 +0.46 –.27 –.27 ...... 46.37 12.40 Helm&Payne HP 3.9 dd 25.34 –0.39 –4.60 –2.73 –1.75 .25 32.70 15.64 InvitatHomes INVH 2.0 cc 30.02 +0.43 .27 ... .30 .15 7.45 1.03 Leaf LEAF ... dd 5.48 +0.57 –1.03 –.18 ...... 105.54 56.11 McCormick MKC 1.5 16 91.87 –1.56 ... 2.85 2.97 .31 54.40 20.73 Herbalife HLF ... 19 49.66 –0.53 2.20 3.77 4.52 ... 34.49 21.00 IronMountain IRM 8.2 65 30.15 +0.13 .93 1.07 1.38 .6185 170.68 63.20 Lear LEA .6 95 167.08 +7.29 12.75 ...... 25 105.50 56.56 McCormickVtg MKC.V 1.5 16 92.00 –0.70 ... 2.85 2.97 .31 72.22 11.81 HercHoldings HRI ... 29 72.09 +4.28 1.63 2.68 ...... 17.50 5.48 iStar STAR 2.8 dd 15.79 +0.84 3.73 .50 .52 .11 3.09 0.71 LeeEnterprises LEE ... dd 1.37 –0.03 –.05 .93 .39 ... 231.91 124.23 McDonalds MCD 2.4 33 213.38 +3.47 7.88 ... 8.33 1.29 16.40 5.42 HerculesCapital HTGC 8.4 14 15.28 +0.37 1.71 1.36 1.36 .32 8.05 3.01 ItauCorpBanca ITCB ... dd 5.43 +0.23 .53 .28 .51 ... 51.57 22.03 Leggett&Platt LEG 3.6 26 44.19 +0.48 2.47 ...... 40 1.53 0.53 McEwenMining MUX ... dd .95 –0.01 –.17 ...... 14.05 7.50 HeritageInsurance HRTG 2.3 15 10.26 –0.10 .98 .03 1.48 .06 8.24 3.48 ItauUnibanco ITUB 2.5 13 5.40 –0.56 .70 .34 .48 .0028 125.84 68.00 Leidos LDOS 1.2 26 112.05 +4.89 4.60 ...... 34 187.67 112.60 McKesson MCK .9 14 185.01 +0.59 4.95 16.35 17.58 .42 14.44 2.29 HershaHospitality HT ... dd 7.82 –0.18 –.74 –1.61 –1.84 ... 12.73 10.92 IvanhoeCap IVAN.UT ...... 11.59 +0.20 ...... 6.96 1.03 LejuHoldings LEJU ...... 2.58 +0.18 .08 .14 .17 ... 3.29 1.28 Mechel MTL ... dd 1.88 –0.26 .18 .40 .45 ... 161.83 109.88 Hershey HSY 2.2 26 148.20 –0.26 5.46 6.16 6.61 .804 188.30 44.11 Lemonade LMND ... dd 153.49 +5.75 ... –3.26 –2.91 ... 40.22 16.04 Medallia MDLA ... dd 39.46 –0.06 –1.35 .03 .06 ... 66.38 26.06 Hess HES 1.7 dd 59.93 –1.11 –1.37 ... –1.53 .25 J 13.67 4.32 LendingClub LC ... dd 11.61 +0.95 –.35 –1.63 .62 ... 52.93 21.62 MediaAlpha MAX ...... 44.50 +6.06 ... .44 .08 ... 24.53 5.70 HessMidstream HESM 8.2 12 21.26 –1.12 1.20 ... 1.79 .4417 86.80 25.42 Lennar A LEN 1.2 11 84.62 +8.03 ... 9.41 10.54 .25 24.29 12.35 MedicalProp MPW 5.0 25 21.47 +0.28 .87 .88 1.11 .27 .25 229.00 15.22 7.43 HewlettPackard HPE 4.0 dd 12.14 –0.40 –.25 ... 1.79 .12 10.44 3.03 J Alexander's JAX ... dd 7.53 +0.03 .60 .69 .74 ... 70.83 18.87 Lennar B LEN.B 1.5 9 68.15 +6.33 ... 9.41 10.56 49.03 Medifast MED 2.0 28 220.87 +12.30 6.43 9.24 10.60 1.13 77.29 24.54 Hexcel HXL .0 33 48.34 +0.17 3.57 ...... 17 319.77 163.40 LennoxIntl LII 1.1 32 293.15 +11.71 10.38 9.71 11.00 .77 30.60 2.80 MedleyMgmt MDLY ... dd 10.54 +1.03 –6.00 –1.40 2.40 ... 42.36 21.88 JBG SMITH Prop JBGS 2.9 cc 31.39 –0.54 .48 –.34 .03 .225 10.56 11.25 10.29 HighlandTransI HTPA.UT ...... 11.03 +0.13 ...... 30.08 6.06 JELD-WEN JELD ... 53 29.37 +1.83 .62 1.48 ...... 10.19 LeoHoldingsII LHC.UT ...... 10.50 ...... 27.72 7.37 Mednax MD ... dd 24.38 +0.78 –17.94 1.23 1.61 ... 65.50 2.80 HighPointRscs HPR ... dd 9.96 –0.65 –32.00 6.64 4.93 ... 7.80 1.55 J.Jill JILL ... dd 4.03 +0.28 –14.70 ...... 22.64 9.09 LeviStrauss LEVI .8 dd 20.80 –0.54 ... .16 1.02 .08 121.41 72.13 Medtronic MDT 2.0 45 116.58 –0.23 3.54 ... 5.85 .58 52.76 25.10 HighwoodsProp HIW 4.8 13 39.69 –1.13 1.30 2.61 1.27 .48 4.48 2.15 JMP JMP ... dd 4.15 +0.12 –.32 .35 .40 ... 12.08 7.86 LexingtonRealty LXP 4.1 17 10.47 +0.24 1.15 .36 ... .1075 89.20 65.25 Merck MRK 3.2 18 80.98 –2.40 3.81 5.61 6.30 .65 12 3.60 1.08 HillIntl HIL ... 23 2.30 –0.05 .25 ...... 142.75 76.91 JPMorganChase JPM 2.7 15 133.79 –4.85 8.88 10.34 11.35 .90 13.58 2.17 LibertyOilfield LBRT .0 dd 12.58 –0.06 .53 –1.30 –.53 .05 55.71 33.45 MercuryGeneral MCY 4.7 53.38 +0.65 5.78 4.85 3.45 .6325 30 38 dd 117.68 72.29 Hill-Rom HRC .9 99.45 –0.45 3.32 5.36 6.11 .22 46.18 17.63 Jabil JBL .7 33 45.22 +0.62 .35 4.63 4.90 .08 123.63 67.31 LifeStorage LSI 3.6 122.37 –0.54 5.55 3.16 3.53 1.11 35.61 10.01 Meredith MDP .0 19.25 –0.17 ... 2.71 3.77 .595 dd 14 10 44.72 13.61 Hillenbrand HI 1.9 44.25 +0.77 –.82 3.01 3.28 .215 116.73 59.29 JacobsEngg J .7 39 111.01 +0.82 3.71 ... 6.60 .19 3.89 0.58 LightInTheBox LITB ... 2.62 +0.17 .02 –.01 .03 ... 117.06 25.24 MeritageHomes MTH ... 95.29 +13.26 6.42 10.39 ...... 33.69 8 dd 9 11.05 Hilltop HTH 1.1 32.97 +4.54 2.44 4.41 2.73 .09 30.00 8.98 JamesHardie JHX ... 87 29.28 +0.91 .55 .97 1.12 ... 79.03 8.17 LightspeedPos LSPD ... 69.13 –1.16 ... –.54 –.39 ... 29.53 10.91 Meritor MTOR ... 28.23 +1.89 3.24 1.88 3.45 ... 34.39 cc 206.54 34 11 8.28 HiltonGrandVac HGV ... 33.85 +1.21 2.42 –.53 1.65 ... 35.23 11.81 JanusHenderson JHG 4.3 78 33.49 –0.83 2.21 ...... 36 117.06 EliLilly LLY 1.6 206.14 +15.37 8.89 ...... 85 8.22 3.43 MesaRoyalty MTR 8.5 4.62 +0.14 ...... 0237 dd 13 20 116.73 44.30 Hilton HLT .0 104.96 –3.45 3.04 .26 1.90 .15 17.95 10.10 JawsAcquisition JWS.UT ...... 16.12 –0.17 ...... 61.96 16.11 LincolnNational LNC 3.3 50.70 –0.70 4.38 4.47 9.30 .42 29.80 9.76 MesabiTrust MSB 5.1 27.94 +0.61 ... 1.51 2.61 .46 dd 60 12 18.81 9.40 Hims&HersHealth HIMS ... 15.20 –2.84 ...... 17.43 9.95 JawsAcqnA JWS ...... 14.87 –0.13 ...... 274.58 146.71 Linde LIN 1.5 251.48 –6.61 4.19 8.03 9.11 .963 42.79 21.76 MethodeElec MEI 1.0 42.76 +2.61 3.26 ...... 11 ... 150.63 44 8 4.89 0.60 Hims&HersWt HIMS.WT ... 4.03 –0.60 ...... 4.15 1.26 JawsAcqnWt JWS.WT ...... 3.77 –0.08 ...... 71.86 Lindsay LNN .9 149.91 +11.74 3.56 3.42 4.16 .32 53.28 22.85 MetLife MET 3.6 50.86 –0.28 6.06 5.67 6.21 .46 11 .44 ... 8 16.79 4.67 HoeghLNG Ptrs HMLP 11.2 15.71 –0.52 ... 1.55 1.57 12.78 10.40 JawsSpitfire SPFR.UT ...... 11.66 +0.36 ...... 8.93 2.83 Linx LINX .3 6.83 –0.27 .06 ... .02 .0184 51.09 15.52 MetropolitanBk MCB ... 39.50 +0.47 4.66 4.14 5.63 ... 10 13.96 dd 1271.67 52 24.51 6.57 HollyEnergy HEP 9.3 15.12 +0.01 2.13 ...... 35 27.06 11.20 JefferiesFin JEF 3.2 9 25.10 –1.06 2.65 ...... 20 4.18 LionsGate A LGF.A ... 13.42 +0.34 ... –.26 –.15 ... 579.40 MettlerToledo MTD ... 1234.72 +16.28 22.47 25.03 28.12 ... dd 12.47 dd dd 5.53 46.67 16.81 HollyFrontier HFC 4.8 29.06 +0.85 4.61 ... .02 .35 11.92 2.40 JianpuTech JT ...... 3.16 +0.32 ... –8.67 –5.40 ... 3.87 LionsGate B LGF.B ... 12.21 +0.37 ... –.26 –.15 ... 14.52 2.78 MicroFocus MFGP 10.0 –0.13 3.89 ...... 5833 25 340.67 22 148.88 82.00 MidAmApt MAA 3.1 48 134.18 +2.17 3.07 2.06 2.27 1.025 292.95 140.63 HomeDepot HD 2.1 284.00 +8.41 10.25 ... 11.43 1.50 90.20 11.42 JinkoSolar JKS ... 23 68.50 +10.51 3.07 2.95 3.70 ... 55.74 LithiaMotors LAD .4 338.03 +28.41 11.60 17.75 13.78 .31 30.21 19.38 HondaMotor HMC 2.4 21 27.59 +0.19 2.39 2.35 ... .1034 28.75 1.92 LithiumAmericas LAC ... 51 23.23 +2.70 .58 –.40 .10 ... 42.11 25.25 MillerIndustries MLR 1.7 16 41.75 +0.83 3.43 2.00 1.72 .18 132.39 56.17 JohnBeanTech JBT .3 33 125.51 –0.73 4.02 3.84 4.29 .10 216.70 101.08 Honeywell HON 1.8 29 202.25 –3.72 8.41 7.03 7.85 .93 78.00 21.70 LiveNationEnt LYV ... dd 72.28 +0.71 –.02 –8.40 –1.80 ... 71.10 27.28 MineralsTechs MTX .3 21 66.53 +0.23 3.78 3.82 4.69 .05 165.16 109.16 J&J JNJ 2.5 26 163.55 +3.25 5.63 ... 8.96 1.01 46.23 30.48 HoraceMannEdu HMN 2.8 15 42.87 +0.23 4.40 3.17 2.95 .30 11.53 10.15 LiveOakAcqnII LOKB.UT ...... 11.35 +0.32 ...... 12.94 2.77 MistrasGroup MG ... dd 8.49 +0.20 .21 –.27 .24 ... 52.92 22.78 JohnsonControls JCI 2.0 62 52.35 +0.54 .84 ... 2.85 .26 11.60 10.00 HorizonAcqn HZAC.UT ...... 11.37 +0.34 ...... 23.99 3.95 Livent LTHM ... dd 21.48 –1.00 .34 –.02 .17 ... 5.28 3.32 MitsubishiUFJ MUFG 4.1 20 4.67 –0.14 .38 .47 ... .116 178.55 78.29 JonesLang JLL ... 20 159.90 +11.60 10.87 8.08 10.55 ... 10.89 9.29 HorizonAcqnA HZAC ...... 10.79 +0.30 ...... 87.38 23.44 LiveRamp RAMP ... dd 83.29 –2.67 –1.84 .09 .35 ... 14.91 6.64 MiXTelematics MIXT 1.4 37 13.48 +0.01 .44 .13 .37 .0616 57.43 2.15 JumiaTech JMIA ... dd 56.96 +13.49 –3.60 –1.82 –1.54 ... 3.00 0.75 HorizonAcqnWt HZAC.WT ...... 1.95 +0.03 ...... 3.08 1.17 LloydsBanking LYG ... 91 1.86 –0.06 .18 .07 .17 ... 3.08 1.96 MizuhoFin MFG 4.0 1 2.69 –0.08 3.25 ...... 0719 13.85 9.50 JuniperIndustrial JIH.UT ...... 13.85 +0.72 ...... 11.90 9.98 HorizonAcqnII HZON.UT ...... 11.28 +0.13 ...... 442.53 266.11 LockheedMartin LMT 3.1 15 339.88 –7.39 21.95 24.55 ... 2.60 11.00 6.20 MobileTeleSys MBT 7.2 10 9.05 –0.21 .94 65.27 75.00 .1858 12.59 9.10 JuniperIndlA JIH ... cc 12.45 +0.41 ...... 11.25 9.91 HorizonII A HZON ...... 10.60 +0.04 ...... 56.88 27.33 Loews L .5 dd 46.49 –0.70 3.07 3.40 3.50 .0625 44.56 15.00 ModelN MODN ... dd 38.00 +0.02 –.40 .31 .45 ... 2.95 0.48 JuniperIndlWt JIH.WT ...... 2.90 +0.53 ...... 2.84 1.10 HorizonII Wt HZON.WT ...... 2.06 ...... 7.41 3.01 LomaNegra LOMA 4.9 5 5.15 –0.12 .67 .81 .82 .2643 14.29 2.84 ModineMfg MOD ... dd 14.06 +0.42 –.04 .87 1.41 ... 26.49 15.20 JuniperNetworks JNPR 3.2 21 25.04 +0.60 .99 1.54 1.66 .20 9.61 1.20 HorizonGlobal HZN ... dd 8.71 –0.32 3.19 –.65 .48 ... 25.43 9.95 LongviewAcqn LGVW.UT ...... 23.52 +1.53 ...... 56.00 22.11 Moelis MC 2.8 43 54.48 –0.71 1.89 2.20 2.61 2.00 2.59 0.88 JupaiHoldings JP ... dd 1.91 +0.06 –.71 6.81 6.81 ... 52.97 39.01 HormelFoods HRL 2.2 27 45.41 +0.54 1.66 1.75 1.85 .245 22.96 9.34 LongviewAcqnA LGVW ...... 21.33 +1.51 ...... 153.35 56.62 MohawkInds MHK ... 20 149.77 +0.80 10.30 ...... 54.12 4.27 JustEnergy JE ... dd 6.85 +1.54 –52.57 ... .97 ... 81.21 25.51 DR Horton DHI 1.0 12 77.71 +8.35 6.41 7.92 8.97 .20 7.86 0.77 LongviewAcqnWt LGVW.WT ...... 7.11 +0.60 ...... 246.72 102.85 MolinaHealthcare MOH ... 17 223.12 +2.38 11.47 ...... 73.26 42.86 HoulihanLokey HLI 1.9 23 70.29 +0.20 ... 3.18 3.81 .33 40.76 12.97 LouisianaPacific LPX 1.4 23 40.03 +2.07 –.04 3.98 4.04 .145 80.00 42.00 MolsonCoorsA TAP.A .0 22 59.03 –0.97 ... 4.13 4.20 .57 42.47 5.12 Hovnanian HOV ... 6 40.80 +6.43 ... 3.91 –2.25 ... K 180.67 60.00 Lowe's LOW 1.4 24 172.40 +1.06 5.49 8.71 9.37 .60 61.94 32.11 MolsonCoorsB TAP .0 19 50.52 –2.02 ... 4.15 4.20 .57 129.74 35.10 HowardHughes HHC ... dd 88.69 +4.58 1.71 –1.65 ...... 3.30 0.46 Luby's LUB ... dd 2.83 –0.04 –.97 .04 .08 ... 17.95 8.42 MonmouthRealEst MNR 4.1 dd 17.70 +0.11 –.50 .37 .42 .18 29.10 9.25 HowmetAerospace HWM .0 25 26.76 –1.19 1.03 .74 .90 .0163 24.13 9.41 KAR Auction KAR .0 cc 18.56 +0.30 1.42 .90 1.50 .19 20.17 11.56 LufaxHolding LU ... 20 15.45 +1.44 ... 5.46 6.28 ... 44.48 16.41 MontroseEnvl MEG ... dd 42.49 +2.01 ... –3.03 .49 ... 18.20 8.75 Huami HMI ... 21 15.11 +1.41 ... 3.69 6.94 ... 43.95 20.93 KB Fin KB 3.7 6 39.88 –1.07 7.25 7.75 8.16 1.9979 35.10 3.77 LumberLiqu LL ... 18 29.71 –1.38 .34 1.65 1.26 ... 305.96 164.19 Moody's MCO .8 28 266.70 +0.05 7.42 10.16 10.20 .56 21.25 11.69 HuanengPower HNP 4.5 8 15.12 +0.03 ... 2.93 2.40 .7752 42.61 9.82 KB Home KBH 1.4 13 42.21 +6.45 3.13 5.19 6.08 .15 15.30 8.16 LumenTech LUMN 9.0 9 11.17 –0.26 –4.92 1.43 ... .25 95.93 32.49 Moog A MOG.A 1.3 cc 77.61 –1.46 ... 4.05 ... .25 172.17 85.62 Hubbell HUBB 2.4 24 166.43 +3.86 7.31 8.64 8.19 .98 32.27 12.00 KBR KBR 1.3 dd 30.63 –0.90 1.41 ...... 10 3.81 0.86 LumentFinance LFT 11.1 11 3.25 –0.07 .11 .36 .28 .09 95.10 33.58 Moog B MOG.B 1.3 cc 77.08 –4.41 ... 4.05 ... .25 420.61 90.84 HubSpot HUBS ... dd 393.48 +8.90 –1.28 ...... 79.40 31.79 KE Holdings BEKE ... dd 71.45 +9.07 ... 3.96 5.33 ... 18.33 10.27 Luxfer LXFR 3.0 45 16.86 –0.45 .11 .94 1.66 .125 77.76 27.20 MorganStanley MS 1.9 12 74.13 –1.11 6.46 5.58 6.41 .35 7.76 1.23 HudbayMinerals HBM .2 dd 6.76 +0.16 –1.32 ...... 0077 41.74 15.55 KKR KKR 1.3 25 40.20 –0.52 3.54 ...... 135 35.13 4.79 Lydall LDL ... dd 33.47 +1.21 –4.08 –.02 1.58 ... 29.34 6.50 Mosaic MOS .7 dd 28.33 –0.31 –2.78 .44 1.61 .05 38.81 16.14 HudsonPacProp HPP 4.2 cc 23.87 –1.42 .28 .14 .17 .25 22.03 6.84 KKR RealEstFin KREF 9.6 20 17.89 –0.07 1.57 1.96 1.80 .43 99.86 33.71 LyondellBasell LYB 4.6 26 91.48 –3.43 9.58 4.77 7.80 1.05 11.15 10.20 MotiveCapital MOTV.UT ...... 11.13 +0.20 ...... 474.70 208.25 Humana HUM .6 13 405.18 –1.63 20.10 ...... 625 11.50 6.66 KT KT 3.5 10 10.77 +0.03 1.08 ... 1.44 .4986 187.49 120.77 MotorolaSol MSI 1.6 39 173.71 +0.16 4.95 7.58 8.57 .71 277.80 136.44 HuntingIngalls HII 2.7 11 167.64 –3.83 13.26 15.55 10.21 1.14 157.25 52.71 Kadant KAI .6 37 152.26 –0.38 4.54 4.76 5.58 .24 M 21.80 8.12 Movado MOV 2.0 dd 20.46 –0.75 ...... 2.00 .10 29.18 12.23 Huntsman HUN 2.3 cc 28.24 +0.59 2.44 ...... 1625 3.60 0.44 KaleyraWt KLR.WT ...... 3.40 +1.50 ...... 39.71 16.78 MuellerIndustries MLI 1.0 16 38.18 –0.26 1.79 2.12 2.48 .10 65.65 29.38 Kaman KAMN 1.4 dd 56.62 –0.26 7.47 2.11 ... .20 94.98 24.02 HyattHotels H .0 dd 71.05 +0.11 ... –.61 .76 .20 174.00 85.09 M&T Bank MTB 3.1 14 143.16 –1.61 ... 11.11 11.72 1.10 13.22 6.64 MuellerWater MWA 1.8 28 12.48 –0.07 .45 .55 .64 .055 223.59 92.86 KSCitySouthern KSU .8 33 217.58 +4.78 6.54 8.57 9.82 .44 58.66 9.50 Hyliion HYLN ... dd 17.39 +0.96 ... –1.01 –.73 ... 9.72 4.93 MBIA MBI ... dd 6.74 –0.37 –4.43 –2.13 –1.47 ... 12.93 6.12 MultiPlan MPLN ... dd 7.49 +0.06 ... –.65 .12 ... 86.41 72.88 52.66 Kellogg K 3.9 17 58.30 –0.73 2.80 3.85 3.99 .57 30.25 HysterYaleMatls HY 1.5 53 86.23 +8.04 ... 1.95 2.45 .3175 55.85 15.75 MDC Holdings MDC 2.9 12 55.76 +7.75 3.72 ...... 40 3.77 1.02 MultiPlanWt MPLN.WT ...... 1.40 +0.08 ...... 85.70 53.81 Kemper KMPR 1.6 11 74.53 –2.69 7.96 6.37 6.18 .30 32.22 15.00 MDU Rscs MDU 3.1 15 27.73 –0.08 1.69 1.91 1.94 .2125 24.09 4.50 MurphyOil MUR 4.0 dd 12.52 –2.17 6.98 –1.28 –.46 .125 41.49 14.45 Kennametal KMT 2.0 dd 40.38 +1.26 –.07 .86 1.66 .20 I 8.09 0.32 MFA Financial MFA 7.8 dd 3.87 +0.12 .79 –1.60 .30 .075 144.09 78.75 MurphyUSA MUSA .8 10 123.87 –0.72 4.86 ...... 25 22.48 10.98 KennedyWilson KW 5.0 31 17.73 –0.18 1.58 –.48 –.06 .22 15.24 4.34 MGIC Investment MTG 1.9 10 12.68 –0.73 1.85 1.27 1.64 .06 22.80 6.91 MyersIndustries MYE 2.4 20 22.25 –0.09 .68 .91 1.14 .135 31.00 10.56 KenonHoldings KEN ... 5 30.60 +1.48 –.25 ...... 66.85 21.79 IAA IAA ... 46 60.31 +0.57 1.44 ...... 34.37 11.43 MGMGrowthProp MGP 6.2 64 31.30 +0.62 .97 .54 ... .4875 30.90 5.98 MyovantSciences MYOV ... dd 20.86 +0.32 –3.37 ...... 20.24 7.45 KeyCorp KEY 4.1 14 18.20 –0.21 1.27 1.66 1.78 .185 15.42 6.86 ICICI Bank IBN ... 26 14.97 ... .42 ...... 33.78 5.90 MGM Resorts MGM .0 11 31.39 +1.59 3.88 –3.51 –1.73 .0025 151.16 77.93 KeysightTechs KEYS ... 44 145.16 –1.13 3.31 5.58 6.07 ... 5.64 2.68 ICL Group ICL 1.7 ... 5.42 +0.08 .37 .18 .32 .023 53.64 9.62 MI Homes MHO ... 8 53.41 +8.55 4.48 7.92 6.88 ... N 88.99 45.28 KilroyRealty KRC 3.4 36 58.01 –2.45 1.86 1.35 1.67 .50 113.58 69.05 IDACORP IDA 3.2 18 88.41 –1.94 4.61 4.62 4.78 .71 32.66 17.98 MinisoGroup MNSO ... dd 30.38 +1.79 ... 1.51 3.69 ... 15.63 3.51 KimbellRoyalty KRP 10.0 dd 8.74 +0.12 –3.92 –.15 .10 .19 14.72 4.81 IDT IDT ... 12 14.65 +0.81 ... 1.20 1.27 ... 6.85 0.88 MOGU MOGU ... dd 2.46 +0.13 ... –.63 .64 ... 48.88 17.95 NACCO Inds NC 3.2 6 23.98 –1.27 ... 13.45 15.50 .1925 19 101.45 44.81 IHS Markit INFO .9 41 88.09 +2.58 2.17 3.14 3.50 .20 160.16 110.66 KimberlyClark KMB 3.2 132.21 +0.92 6.24 ...... 1.07 25.29 6.87 MPLX MPLX 12.0 dd 23.00 –1.65 1.00 –.79 2.61 .6875 39.30 10.55 NCR NCR ... 10 33.43 –0.48 3.36 ... 2.53 ... 8 11.86 4.52 ING Groep ING ...... 9.36 –0.10 1.38 .79 ...... 20.51 7.45 KimcoRealty KIM 3.8 16.66 +0.19 .80 .40 .49 .16 40.74 9.78 MP Materials MP ...... 32.68 +0.81 ... –.34 .16 ... 11.27 1.15 NGL Energy NGL 13.4 dd 2.98 +0.08 –4.59 ...... 10 cc .2625 22.10 6.38 Invesco IVZ 3.0 20 20.97 +0.97 1.28 ...... 155 22.58 9.42 KinderMorgan KMI 6.9 15.32 –0.17 .05 .89 .90 21.77 1.17 MP Matls Wt MP.WT ...... 18.45 +0.69 ...... 66.99 2.11 NIO NIO ... dd 61.95 +5.68 ... –3.87 ...... dd 14.70 10.25 IonAcqn1 IACA.UT ...... 13.09 +0.57 ...... 5.50 1.26 KingswayFin KFS ... 4.75 –0.11 –.32 –4.08 .40 ... 12.39 3.31 MRC Global MRC ... dd 7.12 –0.68 .18 –.24 –.10 ... 5.40 2.28 NL Industries NL ... 14 4.89 +0.15 .53 ... .65 ...... 14.56 9.96 IonAcqn1 A IACA ...... 12.65 +0.70 ...... 10.65 9.99 KingswoodAcqn KWAC.UT ... 10.60 +0.07 ...... 164.21 83.57 MSA Safety MSA 1.1 46 163.04 +5.39 3.48 5.07 4.78 .43 24.75 7.70 NOV NOV .0 dd 13.41 –1.34 –15.96 –.15 –.28 .05 8 4.94 1.05 IonAcqn1Wt IACA.WT ...... 3.62 –0.01 ...... 10.32 2.72 KinrossGold KGC 1.7 7.01 +0.05 .57 .72 .92 .03 455.81 218.65 MSCI MSCI .8 62 411.88 –3.42 6.59 7.80 8.73 .78 10.63 4.03 NOW DNOW ... dd 8.16 –0.72 –.89 –.59 –.28 ... dd 5.95 1.13 IONGeophysical IO ... dd 2.80 –0.40 –3.41 ... –2.16 ... 86.66 32.76 Kirby KEX ... 52.81 –3.29 2.37 3.19 1.83 ... 87.84 44.93 MSC Industrial MSM 3.6 21 82.78 –1.01 ... 4.70 5.09 .75 41.73 19.54 NRG Energy NRG 3.1 3 41.53 +0.71 16.94 ... 4.92 .325 14 192.34 81.79 IQVIA IQV ... cc 185.59 –2.20 .96 ... 7.85 ... 57.69 18.02 KirklandLakeGold KL 1.9 40.17 +0.85 2.67 ...... 1875 17.25 8.52 MSG Networks MSGN ... 5 15.03 +1.66 ... 2.70 2.38 ... 4530.00 2043.01 NVR NVR ... 21 4485.91 +475.96 221.13 ... 317.65 ... cc 6.00 2.54 IRSA IRS ... dd 4.58 +0.13 4.15 .06 .07 ... 18.80 6.87 KiteRealty KRG 3.6 16.81 ... –.01 –.20 .08 .15 5.96 1.76 MV Oil MVO 10.9 6 3.76 –0.20 ... 2.80 3.74 .11 129.00 9.79 NaborsIndustries NBR .0 dd 60.86 –4.28 –105.50 –86.18 –81.57 .50 22 82.90 35.41 ITT ITT .8 46 80.21 –0.74 3.67 3.11 3.61 .169 47.44 27.54 Knight-Swift KNX .7 43.71 –0.28 1.80 ...... 08 36.25 29.55 Mytheresa MYTE ...... 33.80 +7.80 7020.04 ...... 11.82 3.66 NamTaiProperty NTP ... dd 6.91 +0.02 –.34 1.10 1.38 ... 26.34 7.74 Knoll KNL 1.5 47 16.27 +0.59 1.36 2.10 .96 .06 5.35 1.44 IamGold IAG ... dd 3.46 +0.18 –.88 ... .43 ... .52 26.39 4.81 Macerich MAC 4.2 cc 14.25 +0.67 .68 –.35 –.46 .15 36.62 20.25 NatlBankHoldings NBHC 2.2 13 36.00 +0.31 2.85 ... 2.23 .20 211.71 104.56 IDEX IEX 1.0 40 196.54 +2.50 5.56 5.12 5.69 .50 20.72 8.67 KnotOffshore KNOP 12.1 10 17.14 –0.48 1.55 1.77 2.70 23.37 10.35 Mack-Cali CLI .0 dd 13.45 +0.20 .95 ... –.43 .20 46.05 31.58 NationalFuelGas NFG 4.3 dd 41.70 –2.58 –1.41 3.69 4.30 .445 31.58 12.12 iHuman IH ... cc 22.84 +4.46 ... .38 .42 ... 21.25 11.10 Knowles KN ... dd 19.89 +1.44 .53 .63 1.26 ... 45.74 12.50 MacquarieInfr MIC .0 dd 28.88 +0.20 1.82 –9.96 .50 11.00 69.08 44.29 NationalGrid NGG 5.2 23 60.06 +0.59 2.32 3.50 4.00 1.1285 224.69 115.94 IllinoisToolWks ITW 2.2 31 203.46 +0.27 7.74 6.39 ... 1.14 46.47 10.89 Kohl's KSS .0 dd 45.18 +1.58 4.37 ... 2.40 .704 17.67 4.38 Macy's M .0 dd 12.88 –0.13 1.81 –3.00 .63 .3775 91.12 31.37 NatlHealthInv NHI 6.6 16 66.79 –1.06 3.67 4.30 3.62 1.1025 19.20 6.01 Imax IMAX ... dd 18.47 +0.13 .76 –1.91 1.17 ... 56.35 29.89 KoninklijkePhil PHG ... 46 55.56 +1.34 1.42 2.29 2.46 ... 111.46 58.67 MSG Entertainment MSGE ... dd 98.01 +0.11 ... –15.97 –4.01 ... 97.90 66.60 NatlPrestoInds NPK 1.0 15 96.50 +3.66 6.01 8.87 9.64 5.00 47.14 12.91 KontoorBrands KTB 3.8 46 41.84 –1.62 1.69 2.37 3.20 .40 .52 16.63 1.08 IndependenceContr ICD ... dd 3.66 –0.36 –16.20 –10.11 ...... 36.69 225.62 130.12 MSG Sports MSGS ... dd 174.34 –0.40 ... –5.64 1.14 ... 58.87 24.04 NatlRetailProp NNN 5.2 33 40.22 +0.96 1.56 ...... 43.60 22.00 Independence IHC 1.0 cc 42.23 –0.16 .83 .11 .14 .22 8.25 Koppers KOP ... 9 35.67 –0.08 3.16 3.84 5.09 ... 64.89 22.02 MagellanMid MMP 9.0 11 45.84 +0.31 4.46 ...... 1.0275 38.22 19.34 NatlStorage NSA 3.8 92 36.38 –0.48 –.15 .48 .62 .35 16.85 6.86 IndepRealty IRT 3.5 50 13.72 +0.15 .51 .20 .14 .12 12.98 6.28 KoreaElcPwr KEP ... cc 10.95 –0.52 –1.57 1.11 1.14 ... 77.59 22.75 MagnaIntl MGA 2.1 51 76.00 +3.10 5.61 ...... 40 23.90 7.93 Natura&Co NTCO .0 dd 18.04 –0.61 .09 ... .27 .067 50.55 28.04 IndustrsBachoco IBA 1.5 14 43.92 +2.09 3.35 ...... 3499 49.53 21.45 KornFerry KFY .8 cc 47.89 +0.70 1.90 1.41 2.39 .10 19.84 6.30 MagnaChipSem MX ... 82 17.90 –0.28 –.64 .38 .79 ... 12.23 2.62 NaturalGasSvcs NGS ... cc 8.66 –0.48 –1.06 ...... 19.07 6.76 Infosys INFY 1.3 31 18.18 +0.01 .55 ...... 1334 6.16 0.50 KosmosEnergy KOS .0 dd 2.68 –0.05 –.14 –.82 –.44 .0452 11.51 3.23 MagnoliaOil MGY ... dd 9.11 +0.37 .28 ... .68 ... 17.39 5.41 NaturalGrocers NGVC 1.8 17 15.41 +0.87 .89 .86 .77 2.00 47.78 17.01 IngersollRand IR ... dd 45.23 –0.68 .76 1.41 1.80 ... 36.19 4.45 Kraton KRA ... dd 31.41 –0.36 1.60 ... 1.85 ... 45.10 14.11 MainStreetCap MAIN 7.4 dd 33.03 +0.70 2.06 2.05 2.22 .205 21.26 8.50 NaturalResPtrs NRP 12.0 dd 15.04 –0.83 –4.35 –9.78 2.78 .45 80.24 24.92 Ingevity NGVT ... 17 72.46 –0.96 4.35 4.33 ...... 37.22 26.72 Kroger KR 2.1 9 33.56 –0.14 2.04 ...... 18 19.88 12.06 ManchesterUnited MANU 1.2 dd 15.37 –0.91 ... –.19 .15 .09 15.11 0.37 Natuzzi NTZ ... dd 11.97 –0.48 –3.41 2.86 .26 ... 99.51 59.11 Ingredion INGR 3.3 15 77.07 –0.90 6.13 5.95 6.41 .64 16.34 6.81 KronosWorldwide KRO 4.7 28 15.37 +0.35 .75 .52 ... .18 16.85 7.24 Manitowoc MTW ... dd 14.59 –0.28 1.31 ...... 6.00 2.34 NatWest NWG .0 25 4.19 –0.11 .66 –.16 .17 .1296 199.50 40.21 InnovativeIndProp IIPR 2.6 63 194.38 +5.08 2.03 3.47 5.79 1.24 15.06 8.88 KukeMusic KUKE ... dd 9.43 –0.67 ...... 6.65 0.99 Manning&Napier MN .0 40 6.26 +0.21 .09 .17 .15 .02 28.43 1.20 Nautilus NLS ... 20 21.18 +1.24 –3.13 2.30 1.74 ... 95.78 22.59 Insperity NSP 1.9 21 84.30 –0.60 3.70 3.93 3.91 .40 99.72 49.57 Manpower MAN 2.5 67 95.29 +2.61 7.72 3.34 5.44 1.17 12.90 3.80 NavigatorHldgs NVGS ... dd 10.93 –0.05 –.30 ...... 229.49 40.53 InspireMedical INSP ... dd 220.81 +11.04 –1.40 –2.40 ...... L 20.87 8.62 ManulifeFin MFC 4.6 10 18.96 –0.07 2.09 2.12 2.43 .214 7.50 2.09 NaviosMaritime NNA 5.4 1 3.67 –0.19 –4.75 2.74 3.40 .05 126.92 29.02 InstalledBldg IBP ... 39 117.09 +5.84 2.28 4.34 5.79 ... 12.30 3.02 MarathonOil MRO 2.0 dd 8.15 –0.10 .59 ...... 03 4.11 1.30 NaviosMaritime NM ... dd 3.60 +0.01 –12.43 –6.37 9.43 ... 99.95 46.01 IntegerHoldings ITGR ... 36 79.05 –0.65 2.92 2.33 3.36 ... 6.00 1.36 LAIX LAIX ... dd 1.80 +0.27 ... –9.05 –8.92 ... 60.35 15.26 MarathonPetrol MPC 5.1 dd 45.75 +1.77 3.97 –3.73 –.61 .58 15.38 4.08 NaviosMaritime NMM 1.4 dd 14.12 +0.29 –5.62 .76 3.66 .05 119.02 63.51 ICE ICE 1.1 31 111.92 –3.27 3.42 4.46 4.79 .30 11.20 9.96 L&F Acqn LNFA.UT ...... 11.20 +0.15 ...... 40.07 21.90 Marcus&Millichap MMI ... 40 40.04 +2.22 1.95 .60 1.31 ... 45.25 15.01 NavistarIntl NAV ... dd 44.13 +0.21 –3.48 1.95 ...... 67.44 25.39 InterContinentl IHG ... dd 64.79 –0.85 2.11 ...... 10.70 9.58 L&F Acqn A LNFA ...... 10.30 –0.21 ...... 33.96 6.84 Marcus MCS .0 dd 16.65 +1.15 1.35 ...... 17 11.50 9.92 NavSight NSH.UT ...... 11.39 +0.34 ...... 44.50 19.23 IntercorpFinSvcs IFS 5.4 31 32.66 –1.97 3.83 .61 2.80 1.75 2.00 1.35 L&F Acqn Wt LNFA.WT ...... 1.75 +0.02 ...... 22.61 6.77 MarineProducts MPX 2.0 35 16.22 +0.48 .83 ...... 04 10.70 9.50 NavSightA NSH ...... 10.53 +0.08 ...... 158.75 90.56 IBM IBM 5.5 19 118.61 –9.78 6.23 11.15 12.12 1.63 48.30 8.00 L Brands LB .0 dd 45.28 +0.08 –1.33 3.02 3.14 .30 44.61 7.25 MarineMax HZO ... 13 44.53 +2.01 3.37 3.81 4.04 ... 2.65 0.63 NavSightWt NSH.WT ...... 1.78 +0.11 ...... 143.87 92.14 IntlFlavors IFF 2.7 35 115.81 –1.91 4.00 ...... 77 147.84 55.29 LCI Inds LCII 2.1 26 140.84 –0.88 5.84 ... 8.37 .75 1347.64 710.52 Markel MKL ... 31 993.80 –11.64 129.07 ...... 72.54 33.44 Neenah NP 3.5 dd 54.15 –1.62 3.26 2.02 2.90 .47 51.84 31.38 IntlFlavorsUn IFFT 7.0 ... 42.88 –0.10 ...... 75 10.74 3.64 LG Display LPL ... dd 10.51 +1.01 –3.39 –.61 .35 ... 157.67 30.10 MarriottVacations VAC .0 dd 138.97 +2.81 3.09 –.30 ... .54 74.21 36.70 Nelnet NNI 1.3 17 69.79 –2.43 ... 8.69 7.00 .22 19.11 3.59 IntlGameTech IGT .0 dd 17.83 –0.12 –.09 –.09 .90 .20 10.94 8.55 LGLS ysAcqn DFNS ... cc 10.80 +0.05 ...... 120.97 74.33 Marsh&McLen MMC 1.7 28 111.52 –0.32 3.41 4.90 5.22 .465 12.93 4.65 NeoPhotonics NPTN ... 69 12.24 +0.66 –.36 .28 –.19 ... 53.39 26.38 IntlPaper IP 4.0 41 51.63 +1.38 3.07 ...... 5125 12.25 9.00 LGL Systems Un DFNS.UT ...... 11.55 –0.20 ...... 319.01 135.08 MartinMarietta MLM .7 29 309.60 +6.02 9.74 10.70 10.48 .57 7.97 1.38 Nesco NSCO ... dd 7.66 +0.31 –.82 –.41 –.35 ... 29.30 12.44 IntlSeaways INSW 1.4 4 17.23 –0.84 –.03 4.64 1.94 .06 2.00 0.39 LGLSysAcqnWt DFNS.WT ...... 1.86 –0.02 ...... 60.16 27.04 Masco MAS 1.0 29 57.52 +1.43 3.22 3.07 2.84 .14 1.18 0.08 NescoWt NSCO.WT ...... 1.11 +0.16 ...... For personal non-commercial use only. Do not edit or alter. Reproductions permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 www.djreprints.com January 25, 2021 BARRON’S M17 New York Stock Exchange Composite List

- Earnings - - Earnings - - Earnings - - Earnings - 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt 19.82 16.65 Netstreit NTST 4.5 ... 17.77 +0.47 ... –.12 .29 .20 16.12 8.09 OwlRock ORCC 9.4 14 13.20 –0.04 1.53 1.31 1.21 .08 112.37 59.82 Prologis PLD 2.3 46 101.22 +3.54 ...... 58 86.14 49.55 RoyalBkCanada RY 4.0 14 84.30 –0.76 5.83 6.78 7.40 .8351 188.14 65.05 Nevro NVRO ... dd 175.96 +0.77 –3.37 –2.60 ...... 74.92 30.37 OxfordIndustries OXM 1.4 dd 71.29 –0.11 4.05 ... 2.94 .25 11.02 1.36 ProPetro PUMP ... dd 8.31 +0.44 1.57 –.80 –.51 ... 129.04 19.25 RoyalCaribbean RCL .0 dd 71.96 –0.96 8.95 –18.41 –13.25 .78 10.01 7.00 NewFrontierHlth NFH ... dd 8.68 –0.02 ... –.14 .02 ... 16.26 7.26 ProSightGlobal PROS ... 16 12.63 –0.12 ... .85 1.29 ... 57.38 21.26 RoyalDutchA RDS.A 4.1 dd 39.28 –0.91 ... 1.96 2.74 .333 2.34 0.66 NewFrontierWt NFH.WT ...... 2.05 –0.06 ...... PQ 75.22 42.02 ProsperityBcshs PB 2.8 13 70.25 +0.72 4.52 ...... 49 58.68 19.19 RoyalDutchB RDS.B 5.1 dd 37.35 –0.80 ... 1.30 2.74 .333 6.00 0.94 NewHome NWHM ... dd 5.56 +0.18 –.40 .37 .47 ... 203.88 63.19 ProtoLabs PRLB ... 92 192.95 +24.32 2.35 2.48 2.61 ... 26.55 9.51 RushStreetInt RSI ... dd 23.89 –0.35 ... –.59 ...... 3325 13.35 43.82 21.14 NewJerseyRscs NJR 3.8 17 35.43 –2.30 2.04 1.71 2.13 29.58 4.06 PBF Energy PBF .0 dd 8.28 +0.28 2.64 ... –4.44 .30 24.25 9.05 ProvidentFinSvcs PFS 4.7 16 19.37 +0.16 1.74 1.23 1.39 .23 0.60 RushStreetIntWt RSI.WT ...... 11.72 +0.91 ...... 187.43 102.01 NewOrientalEduc EDU ... 67 169.11 –3.70 2.61 ... 4.70 ... 97.24 38.62 PrudentialFin PRU 5.3 dd 82.62 –0.99 10.11 ... 11.72 1.10 69.95 22.62 RyderSystem R 3.3 dd 68.24 +0.78 –.47 ...... 56 80.19 21.58 3.06 PBF Logistics PBFX 11.9 4 10.06 –0.23 1.71 1.81 1.95 .30 33.49 NewRelic NEWR ... dd 79.36 +3.49 –1.52 –.19 ...... 18.34 6.25 PG&E PCG ... dd 11.72 –0.52 –14.50 ...... 39.75 15.68 Prudential PUK 1.6 dd 38.25 –0.75 .61 3.42 3.63 .1074 18.52 3.76 RyersonHolding RYI ... dd 13.76 –0.58 2.17 ... 1.37 ... 17.66 2.91 NewResidInvt NRZ 8.2 dd 9.79 +0.39 1.34 ... 1.50 .20 126.76 91.42 PG&EUn PCGU 4.7 ... 117.87 –2.59 ...... 1.375 62.15 34.75 PublicServiceEnt PEG 3.4 15 58.36 –1.02 3.33 ... 3.45 .49 91.56 13.25 RymanHospitality RHP .0 dd 66.63 –1.13 2.81 –8.07 –4.28 .95 8.35 1.72 NewSeniorInvt SNR 4.7 dd 5.48 –0.17 ... –.16 –.20 .065 23.81 6.88 PGT Innovations PGTI ... 36 23.52 +0.88 .74 .95 1.16 ... 240.75 155.37 PublicStorage PSA 3.6 34 222.79 –1.60 7.29 6.60 7.36 2.00 30.00 7.60 NewYorkCityReit NYC 4.1 dd 9.82 –0.33 ...... 10 7.51 1.36 PHX Minerals PHX 1.3 dd 3.01 +0.18 –1.41 –.10 –.08 .01 49.70 17.12 PulteGroup PHM 1.1 10 48.89 +6.19 3.66 4.88 5.94 .14 S 11.90 7.72 NY CmntyBcp NYCB 6.2 13 11.04 +0.09 .77 .90 1.09 .17 81.82 23.63 PJT Partners PJT .3 22 77.78 –1.68 1.21 4.22 4.40 .05 24.63 7.93 PureStorage PSTG ... dd 22.98 +0.12 –.79 ... .28 ... 52.40 26.13 NYTimes A NYT .5 53 49.86 +0.84 ... .91 ... .06 12.39 3.62 Puxin NEW ... dd 6.94 +1.20 –.88 3.23 8.87 ... 30.90 15.91 PLDT PHI 3.8 12 29.35 –1.38 2.01 2.32 2.25 .7806 169.30 90.90 SAP SAP 1.0 28 127.48 +2.48 ... 6.41 5.92 1.7119 465.29 304.65 NewMarket NEU 1.8 18 415.34 –7.45 22.73 21.48 23.16 1.90 8.90 3.46 PzenaInvtMgmt PZN 1.4 43 8.57 +0.13 .46 .70 .75 .03 11.00 9.88 PMV Consumer PMVC.UT ...... 10.96 +0.11 ...... 32 72.22 33.00 Newmont NEM 2.6 19 61.75 –0.11 3.81 ...... 40 3.41 0.26 QEP Resources QEP .0 29 3.13 +0.20 –.41 .33 –.29 .02 379.87 186.06 S&P Global SPGI .9 315.14 +9.19 8.60 ...... 67 10.40 9.60 PMV Consumer PMVC ...... 10.32 +0.02 ...... 5.44 0.65 NewparkResources NR ... dd 2.65 –0.20 –.14 ...... 72.60 42.64 QTS Realty QTS 2.9 dd 64.07 +2.48 ...... 47 12.12 9.76 SC Health SCPE.UT ... 11.58 +0.29 ...... 1.94 0.58 PMV Consumer Wt PMVC.WT ...... 1.60 +0.18 ...... 139.81 10.79 9.50 SC Health SCPE ... cc 10.51 +0.13 .08 ...... 10.41 2.57 NexaResources NEXA 4.2 dd 8.90 +0.14 –1.11 –.62 .01 .3775 162.74 79.41 PNC Fin PNC 3.0 9 152.57 –2.21 16.96 8.72 11.64 1.15 47.17 Q2Holdings QTWO ... dd 139.69 +10.58 –1.53 .11 .29 ... 20.47 6.34 NexPointRealEst NREF 9.7 ... 16.50 –0.45 ... 1.48 1.75 .40 55.27 32.97 Qiagen QGEN ... 66 54.33 +1.13 –.18 2.10 ...... 2.18 0.81 SC Health Wt SCPE.WT ...... 1.83 –0.02 ...... 56.14 27.08 PNM Resources PNM 2.7 20 48.64 –0.06 .97 2.28 2.33 .3275 11.77 9.25 SCVX SCVX.UT ...... 11.47 –0.12 ...... 52.87 21.06 NexPointResidentl NXRT 3.1 32 43.49 +0.97 4.03 ...... 3413 67.39 26.27 POSCO PKX 2.1 24 59.98 –1.62 4.89 ...... 9031 6.97 2.00 QuadGraphics QUAD .0 dd 4.02 –0.53 ... .45 .43 .15 85.03 43.70 NextEraEnergy NEE 1.7 43 84.21 +2.17 1.94 ...... 35 283.54 108.14 QuakerChemical KWR .6 cc 273.90 +2.63 2.08 ... 6.93 .395 12.37 9.20 SCVX SCVX ...... 10.69 –0.01 ...... 153.81 69.77 PPG Ind PPG 1.6 31 137.82 –10.22 4.45 7.04 7.93 .54 1.95 0.33 SCVX Wt SCVX.WT ...... 1.94 +0.14 ...... 56.19 46.37 NextEra6.219%Un NEE.PRQ 5.1 ... 54.72 +1.24 ...... 7774 36.83 18.12 PPL PPL 6.0 14 27.82 –0.75 2.37 2.42 2.48 .415 26.59 7.90 QuanexBldg NX 1.3 21 25.20 –0.37 1.17 1.35 ... .08 43.73 63.70 35.40 NextEraEnergyUn NEE.PRO 3.8 ... 63.45 +1.53 ...... 609 79.86 23.77 QuantaServices PWR .3 29 77.66 +1.50 ... 3.60 ... .06 22.23 Seacor CKH ... 83 43.66 +1.66 1.38 ...... 54.96 16.50 8.50 PQ Group PQG .0 48 15.16 –0.25 .59 .68 .81 1.80 11.83 1.46 SeacorMarine SMHI ... dd 2.97 –0.25 –3.95 –2.30 –2.60 ... 33.92 NextEraEnergyUn NEE.PRP 4.9 ... 54.20 +1.02 ...... 6599 60.50 11.02 ProgHoldings PRG .0 dd 50.82 –7.80 .46 3.52 3.46 .0381 132.73 9.74 QuantumScape QS ...... 49.68 –4.31 ... –.13 ...... 86.41 29.01 NextEraEnergy NEP 2.7 dd 84.99 +2.65 –1.51 1.29 ... .595 43.48 0.74 QuantumScapeWt QS.WT ...... 33.48 –3.02 ...... 14.12 5.85 SFL SFL 9.0 ... 6.70 –0.19 .83 .77 .55 .15 66.58 19.73 PROS PRO ... dd 44.31 –0.99 –1.72 ...... 28.96 17.03 SINOPEC SHI 6.4 dd 22.88 +0.21 ...... 1.4774 5.84 1.00 NexTierOilfield NEX ... dd 3.59 –0.24 –.86 ... –.94 ... 172.73 102.48 PSBusinessParks PSB 3.1 33 137.14 –0.04 3.95 3.53 2.99 1.05 3.42 1.17 Qudian QD ... 10 2.12 +0.31 1.70 1.77 ...... 22.53 11.62 NielsenHoldings NLSN 1.1 dd 21.73 –0.40 –1.17 1.57 1.64 .06 131.81 73.02 QuestDiag DGX 1.8 15 124.46 +0.07 6.28 10.49 10.62 .56 13.61 3.60 SITE Centers SITC 1.8 71 11.37 –0.07 .33 ...... 05 108.84 28.40 PVH PVH .0 dd 97.79 –2.49 5.60 ... 6.51 .0375 74.99 45.60 SJW Group SJW 1.9 45 67.61 +1.34 .82 2.06 ... .32 147.95 60.00 Nike NKE .8 79 139.35 –1.37 ...... 3.88 .275 148.14 71.05 PackagingCpAm PKG 2.8 28 140.40 –2.13 7.34 5.86 ... 1.00 10.99 4.55 QuotientTech QUOT ... dd 10.19 +0.32 –.41 –.51 –.09 ... 6.59 0.38 NineEnergy NINE ... dd 2.79 –0.16 –7.43 –3.61 –2.43 ... 27.30 14.07 SK Telecom SKM 2.8 19 25.70 +0.66 1.16 ...... 8934 50.26 12.33 PagerDuty PD ... dd 48.87 +3.31 –.77 –.29 –.21 ... 98.73 36.19 SLGreenRealty SLG 6.0 26 62.85 –1.13 3.19 2.25 ... .3033 30.46 19.56 NiSource NI 3.8 dd 21.93 –1.00 .87 1.31 1.35 .21 59.38 13.58 PagSeguroDig PAGS ... 66 56.09 +3.58 ... 4.28 6.34 ... R 50.00 20.42 NoahHoldings NOAH ... 23 49.58 +0.78 ...... 10.40 0.90 SM Energy SM .2 dd 8.92 +0.47 –1.66 –.21 –1.10 .01 33.50 8.90 PalantirTech PLTR ... dd 32.58 +6.94 ... .07 .12 ... 4.77 0.51 SOS SOS ...... 2.11 –0.06 ... –1.23 3.20 ... 5.14 2.34 Nokia NOK ... 29 4.20 +0.12 ... .27 .25 ... 375.00 125.47 PaloAltoNtwks PANW ... dd 364.62 –0.25 –2.76 ...... 27.26 16.81 RELX RELX 2.3 31 25.54 +0.76 .99 ... 1.18 .1725 26.41 14.08 NomadFoods NOMD ... 22 25.90 +0.50 ...... 60.06 25.50 SPX SPXC ... 25 59.87 +2.56 1.58 2.84 3.12 ... 14.85 8.72 PampaEnergia PAM ... 7 12.39 –0.44 9.50 1.80 2.87 ... 40.78 14.40 RE/MAX RMAX 2.2 57 39.66 +1.28 1.40 1.85 2.18 .22 63.69 15.74 SPX FLOW FLOW ... dd 55.13 +0.10 –2.23 1.13 1.95 ... 5.85 3.55 NomuraHoldings NMR 3.8 8 5.47 –0.24 .62 ...... 1913 11.92 13.99 10.42 PanaceaAcqn PANA.UT ...... 11.99 +0.09 ...... 3.50 REV REVG .0 dd 11.31 +2.18 –.48 .55 .93 .05 36.49 12.98 SQZ Biotech SQZ ... dd 26.17 –2.53 ... –3.70 –2.38 ... 45.62 8.92 Norbord OSB 2.0 15 43.08 +3.16 –.51 5.89 5.07 .2256 12.52 9.55 PanaceaAcqnA PANA ...... 11.07 +0.17 ...... 524.02 73.14 RH RH ... 64 502.02 –5.34 9.07 ... 19.25 ... 9.00 2.30 NordicAmTankers NAT 15.7 5 2.87 –0.11 –.07 .41 .08 .04 34.50 17.54 STAG Indl STAG 4.7 38 31.06 +0.46 .35 .76 .38 .1208 3.85 1.75 PanaceaAcqnWt PANA.WT ...... 2.86 +0.15 ...... 110.59 66.02 RLI RLI 1.0 36 101.02 –0.86 4.23 2.51 2.69 1.00 40.11 13.00 StoreCapital STOR 4.5 36 31.71 +0.85 1.24 ...... 36 41.31 11.72 Nordstrom JWN .0 dd 37.37 +1.13 3.18 ...... 37 21.35 5.72 ParPacific PARR ... dd 14.04 +0.54 .80 –4.60 –1.16 ... 16.60 3.88 RLJ Lodging RLJ .3 dd 14.28 –0.26 .59 –2.68 –1.61 .01 258.17 112.62 NorfolkSouthern NSC 1.5 31 244.22 –8.73 10.25 ...... 94 75.89 30.97 12.00 41.19 23.02 SabineRoyalty SBR 7.4 12 30.38 +0.08 3.02 2.96 3.04 .1671 9.64 ParTechnology PAR ... dd 70.50 +1.89 –.96 –.96 –.51 ... RLX Tech RLX ...... 29.51 ...... 1.99 0.74 SafeBulkers SB ... dd 1.83 +0.01 .04 –.25 .20 ... 11.71 4.11 NorthAmConstr NOA 1.2 9 10.13 –0.13 1.09 1.57 1.45 .0307 15.00 5.54 ParamountGroup PGRE 3.1 dd 9.00 –0.12 –.16 –.08 –.19 .07 5.25 1.72 RPC RES ... dd 3.87 +0.04 –.41 –.31 ...... 5.74 2.19 NoEuroOil NRT 8.0 11 3.98 +0.47 ...... 02 11.11 4.43 SafeguardSci SFE ... dd 6.82 +0.23 2.64 –1.22 –.93 ... 17.68 9.14 ParkAerospace PKE 2.8 47 14.29 –0.05 .47 .62 .78 .10 98.35 42.85 RPM RPM 1.7 26 86.97 +0.70 2.34 4.26 4.69 .38 76.76 38.85 Safehold SAFE .9 67 76.10 +1.18 .89 ...... 1622 42.71 9.84 NorthernGenesis NGA.UT ...... 32.07 –8.93 ...... 24.27 3.99 ParkHotels PK .0 dd 18.16 +0.83 1.44 ...... 45 14.94 4.62 RPTRealty RPT .0 14 9.43 –0.06 1.04 ... .14 .22 35.25 9.60 NorthernGenesis NGA ...... 27.15 –6.33 ...... 59.62 11.61 SailPointTechs SAIL ... dd 58.90 +2.59 –.10 ...... 293.80 93.00 ParkerHannifin PH 1.3 30 275.17 –10.00 9.29 ... 12.36 .88 3.23 0.72 RR Donnelley RRD .0 dd 2.50 –0.03 –1.31 .88 .40 .03 284.50 115.29 Salesforce.com CRM ... 59 225.77 +12.63 .15 3.09 3.49 ... 13.98 0.76 NorthernGenesisWt NGA.WT ...... 9.98 –3.49 ...... 45.40 24.67 Parsons PSN ... 44 38.56 –0.20 1.30 1.95 2.14 ... 5.81 2.21 RYBEducation RYB ... dd 2.45 –0.14 ... .11 .05 ... 12.16 11.19 NorthernGenesisII NGAB.UT ...... 11.87 +0.22 ...... 16.56 6.28 SallyBeauty SBH ... 14 13.99 +0.56 .99 1.89 2.07 ... 8.40 0.26 PartyCity PRTY ... dd 7.46 +0.67 –5.71 –.44 .48 ... 25.89 9.53 RadianGroup RDN 2.4 10 20.67 –1.02 3.20 1.66 2.66 .125 4.25 1.39 SanJuanBasin SJT 5.0 33 3.76 +0.51 ... 1.75 2.09 .0586 21.00 9.87 NorthernStar STIC.UT ...... 15.88 –0.44 ...... 471.08 163.42 PaycomSoftware PAYC ... cc 409.80 +10.80 3.09 ...... 27.75 9.40 Rafael RFL ... dd 26.05 +0.80 ...... 19.54 11.50 NorthernStarAcqn STIC ...... 14.61 –0.52 ...... 11.25 9.56 SandbridgeAcqn SBG.UT ...... 11.25 +0.27 ...... 9.87 0.80 PeabodyEnergy BTU ... dd 3.38 –0.58 –2.04 ...... 128.29 59.82 RalphLauren RL .0 dd 108.47 –1.60 ...... 6.49 .6875 10.48 9.64 SandbridgeAcqnA SBG ...... 10.45 +0.03 ...... 6.23 2.06 NorthernStarAcqnWt STIC.WT ...... 3.82 –0.18 ...... 10.09 5.08 Pearson PSO 2.5 23 9.72 +0.55 .43 .37 .51 .0771 10.31 1.61 RangeResources RRC ... dd 8.70 –1.50 –6.92 –.06 .88 ... 385.01 263.31 NorthropGrum NOC 1.9 20 298.16 –2.59 13.22 ...... 1.45 1.88 0.56 SandbridgeAcqnWt SBG.WT ...... 1.56 +0.16 ...... 41.71 .48 26.04 5.39 PebblebrookHotel PEB .0 dd 20.52 –0.05 .63 ...... 01 7.51 2.27 RangerEnergySvcs RNGR ... dd 4.64 –0.16 .21 –1.11 –.68 ... 5.27 0.70 SandRidgeEnergy SD ... dd 4.70 –0.31 –12.68 –1.09 1.09 ... 77.26 NorthwestNat NWN 4.4 21 43.24 –1.47 2.07 ...... 40.65 10.58 PembinaPipeline PBA 6.9 23 27.77 +0.39 2.00 1.58 1.79 .1641 17.77 5.70 Ranpak PACK ... dd 17.55 +1.64 ... –.22 .07 ... 58.12 7.03 NorwegCruise NCLH ... dd 24.59 –0.79 4.30 –8.47 –5.36 ... 10.63 3.32 SandstormGold SAND ... cc 6.64 –0.01 .09 ...... 4.75 0.36 PA Reit PEI 3.6 dd 2.21 +0.85 ... –.46 –.50 .02 105.18 54.21 RaymondJames RJF 1.5 18 102.04 –0.90 5.83 ... 7.81 .39 27.21 9.74 SantanderCons SC 3.8 14 23.40 –0.22 2.86 2.30 2.44 .22 99.84 69.18 Novartis NVS 2.1 31 96.90 +1.27 5.13 ...... 3.0874 70.00 13.14 PennyMacFin PFSI 1.0 4 59.69 +3.16 4.89 21.10 14.29 .15 8.63 0.90 RayonierAdvMatls RYAM ... dd 7.42 +0.04 –.57 –.23 –.57 ... 73.92 49.24 NovoNordisk NVO 1.3 27 72.83 +0.80 ... 2.92 3.15 .5178 27.94 5.94 SaratogaInvt SAR 6.9 8 23.80 +1.67 5.98 2.11 ... .42 59.71 23.79 3.50 PennyMacMtg PMT 10.5 cc 17.98 +0.76 2.42 .15 2.23 .47 32.21 15.96 Rayonier RYN 3.4 97 32.02 +0.88 .46 .22 ... .27 18.43 1.25 Sasol SSL ... dd 10.67 –0.06 ... .78 1.52 ... 12.31 NuSkinEnts NUS 2.6 20 57.82 +2.13 3.10 3.40 3.82 .375 66.84 12 dd 19.99 PenskeAuto PAG 2.6 65.32 +0.91 5.28 6.21 5.81 .42 93.45 40.71 RaytheonTech RTX 2.8 67.58 –1.62 6.41 ...... 475 57.16 23.49 SaulCenters BFS 6.7 25 31.53 –0.31 1.57 1.75 1.47 .53 58.52 27.53 Nucor NUE 3.0 39 54.78 –0.69 4.14 ...... 405 28 18 59.11 22.01 Pentair PNR 1.4 57.98 +0.39 2.09 2.44 2.68 .20 16.90 3.92 ReadyCapital RC 11.3 12.38 +0.74 1.72 1.67 1.47 .35 36.22 11.87 Schlumberger SLB 2.0 dd 24.41 –0.50 –7.57 .89 1.33 .125 29.36 4.98 NuSTAREnergy NS 10.3 dd 15.49 –0.43 –2.30 –2.17 1.24 .40 277.00 121.80 Penumbra PEN ... dd 244.04 +15.58 1.34 –.25 .64 ... 16.50 2.09 Realogy RLGY ... dd 16.00 +0.38 –1.65 ...... 28.13 15.36 SchneiderNatl SNDR 1.1 22 23.35 +0.63 ... 1.21 1.55 .065 55.12 23.85 Nutrien NTR 3.4 cc 52.70 –0.94 1.70 1.75 2.33 .45 54.49 7.41 PerformanceFood PFGC ... dd 51.54 +0.36 –1.01 ...... 84.92 38.00 RealtyIncome O 4.7 50 59.84 +1.19 1.38 ... 1.39 .2345 62.04 28.00 SchwabC SCHW 1.2 28 58.40 –0.35 2.12 2.68 2.85 .18 28.75 10.54 nVentElectric NVT 3.0 dd 23.63 –0.63 1.29 ...... 175 14.21 9.90 PeridotAcqn PDAC.UT ...... 14.16 +1.43 ...... 3.48 1.16 RedLionHotels RLH ... dd 3.47 +0.01 –.76 ...... 44.29 20.00 SchweitzerMaud SWM 4.3 15 41.35 –0.67 2.76 3.47 3.45 .44 12.74 9.60 PeridotAcqnA PDAC ...... 12.50 +1.00 ...... 14.12 10.03 RedBallAcqn RBAC.UT ...... 11.43 –0.57 ...... 101.89 45.45 ScienceApplicat SAIC 1.5 29 100.90 +2.59 3.83 6.11 7.35 .37 O 3.50 0.66 PeridotAcqnWt PDAC.WT ...... 3.35 +0.71 ...... 12.40 9.90 RedBallAcqnA RBAC ...... 10.83 –0.26 ...... 47.80 10.70 ScorpioBulkers SALT 1.1 dd 17.67 –0.05 6.60 ... –.57 .05 27.38 25.25 PeriphasCap PCPC.UT ...... 25.80 –0.27 ...... 3.29 1.29 RedBallAcqnWt RBAC.WT ...... 2.00 –0.64 ...... 4 21.66 8.63 OFGBancorp OFG 1.5 23 19.14 –0.98 .92 1.34 1.91 .07 162.70 62.91 PerkinElmer PKI .2 41 151.91 +3.39 2.04 ...... 07 18.01 2.14 RedwoodTrust RWT 6.0 dd 9.27 +0.62 1.46 ... .84 .14 30.97 8.28 ScorpioTankers STNG 3.3 12.08 –1.70 –.97 2.22 1.20 .10 231.67 34 46.43 23.01 OGE Energy OGE 5.1 dd 31.36 +0.06 2.16 2.05 2.19 .4025 4.02 2.11 PermianBasin PBT 6.9 11 3.41 –0.13 .42 1.12 1.29 .0115 146.97 51.99 RegalBeloit RBC .9 31 133.60 –1.76 5.66 4.34 6.76 .30 76.50 ScottsMiracleGro SMG 1.1 231.00 +10.11 6.81 8.28 8.69 .62 15.64 4.31 O-I Glass OI .0 7 13.29 +0.60 –2.58 1.16 1.61 .05 2.06 0.46 PermianvilleRT PVL 14.9 5 1.09 +0.03 ... .17 .05 .0038 32.55 10.33 RegionalMgmt RM 2.6 12 30.93 –0.68 3.80 ...... 20 11.24 3.53 ScullyRoyalty SRL ... dd 7.29 –0.20 –1.12 –.17 .22 ... .58 .0159 28.85 8.86 SculptorCapMgmt SCU .0 dd 17.96 +0.09 1.57 ... 3.14 .53 96.97 63.67 ONE Gas OGS 3.3 20 70.79 –1.20 3.51 3.66 3.83 5.76 1.00 PermRock PRT 4.4 13 3.18 +0.06 ... .20 .08 18.71 6.94 RegionsFin RF 3.5 22 17.74 –0.49 1.50 1.58 1.71 .155 238.42 78.48 12.16 ONEOK OKE 8.7 30 42.84 –1.33 3.07 2.72 2.96 .935 63.86 40.01 Perrigo PRGO 2.1 dd 43.29 –0.42 1.07 4.11 4.28 .225 17.74 4.22 Regis RGS ... dd 9.23 +0.66 –4.77 ...... 35.61 Sea SE ... dd 236.49 +10.44 ...... 64.39 34.98 OakStreetHealth OSH ... dd 54.75 +1.40 ... –.54 –.44 ... 31.21 21.50 PershingSquare PSTH ...... 29.20 –0.52 ...... 156.32 55.39 ReinsGrp RGA 2.5 14 110.18 –1.15 13.62 7.54 10.87 .70 22.86 5.25 SeabridgeGold SA ... dd 19.91 +0.12 –.14 –.12 –.17 ... 11.62 9.69 OaktreeAcqnII A OACB ...... 10.87 +0.37 ...... 14.00 5.20 PershingSquWt PSTH.WT ...... 10.30 –0.51 ...... 15.08 10.66 ReinventTechPtrs RTP.UT ...... 15.08 +2.27 ...... 47.90 17.06 SealedAir SEE 1.4 15 45.50 +1.10 1.69 3.08 3.24 .16 12.25 9.97 OaktreeAcqnII OACB.UT ...... 11.34 +0.71 ...... 29.44 14.03 Perspecta PRSP 1.0 dd 26.89 +0.64 –4.17 2.06 ... .07 13.99 10.35 ReinventTechA RTP ...... 13.95 +2.05 ...... 36.96 6.75 SeaWorldEnt SEAS ... dd 30.21 +0.57 1.10 –4.09 –.76 ... 2.58 0.99 OaktreeAcqnIIWt OACB.WT ...... 2.10 –0.09 ...... 47.95 27.68 PetroChina PTR 5.0 dd 32.71 –0.34 ...... 1.2636 4.40 1.98 ReinventTechWt RTP.WT ...... 4.21 +0.85 ...... 7.56 2.22 SelectEnergySvcs WTTR ... dd 5.56 –0.30 .03 –.97 –.62 ... 43.60 8.52 OccidentalPetrol OXY .2 dd 21.49 –0.90 –1.22 –3.81 –2.37 .01 15.02 4.01 PetroleoBrasil PBR .9 dd 10.19 –0.71 1.56 –1.63 .94 .0867 13.49 10.70 ReinventTechZ RTPZ.UT ...... 13.37 +0.92 ...... 31.30 10.00 SelectMedical SEM ... 18 28.40 –0.12 1.10 1.62 1.64 ... 11.18 2.29 OccidentalPetrolWt OXY.WT ...... 9.09 –0.92 ...... 14.21 4.16 PetroleoBrasilA PBR.A ... dd 9.89 –0.72 1.56 –1.57 .89 ... 12.98 11.04 ReinventTechZ A RTPZ ...... 12.71 +0.86 ...... 29.00 15.76 SelectQuote SLQT ...... 24.99 +1.45 –.16 .85 1.20 ... 14.18 2.01 OceaneeringIntl OII ... dd 10.54 –1.04 –3.52 –.49 –.53 ... 43.08 26.41 Pfizer PFE 4.3 24 36.55 –0.15 2.87 ... 3.00 .39 4.00 3.02 ReinventTechZ Wt RTPZ.WT ...... 3.41 +0.31 ...... 161.87 88.00 SempraEnergy SRE 3.4 9 121.45 –0.71 7.29 ...... 1.045 32.51 4.22 OcwenFinancial OCN ... cc 26.07 –0.21 –15.90 .12 –.24 ... 90.17 56.01 PhilipMorris PM 5.9 16 80.68 –0.26 4.61 ...... 1.20 135.33 70.57 RelianceSteel RS 2.0 21 126.22 –1.41 10.34 ...... 625 61.64 18.25 SensataTechs ST ... 96 57.84 +3.12 1.76 2.66 3.44 ... 2.41 0.35 Oi OIBR.C ... dd 2.00 –0.24 –1.91 –.02 –.02 ... 101.99 40.04 Phillips66 PSX 5.0 dd 72.55 +0.81 6.77 –.70 ... .90 202.68 113.27 RenaissanceRe RNR .9 12 155.04 –4.70 16.29 ... 15.05 .35 78.69 38.24 SensientTech SXT 2.0 48 76.24 +1.11 1.94 2.77 2.99 .39 38.47 28.53 OilDriAmerica ODC 3.1 13 34.04 +0.41 2.65 1.43 1.46 .26 63.42 19.00 Phillips66Ptrs PSXP 12.3 7 28.55 –2.23 4.29 ...... 875 35.77 0.85 ReneSola SOL ... dd 33.55 +11.06 ... .01 .31 ... 8.39 3.31 SequansComms SQNS ...... 8.10 +0.85 –1.56 –1.16 –.37 ... 13.80 1.52 OilStatesIntl OIS ... dd 6.11 –0.62 –3.90 ...... 2.65 1.12 PhoenixNewMedia FENG .0 1 1.53 +0.11 ... –.59 ... 1.3712 8.20 0.45 Renren RENN ...... 5.70 –0.33 ... –1.65 –1.65 ... 40.14 5.00 SeritageGrowth SRG ... dd 15.41 +0.48 –1.77 ...... 23.62 11.88 OldRepublic ORI 4.6 17 18.39 –0.47 3.51 1.93 1.75 1.00 13.90 1.27 PhoenixTree DNK ...... 2.90 +0.02 ...... 10.95 9.49 ReplayAcqn RPLA ... cc 10.24 –0.01 ...... 52.99 33.93 ServiceCorp SCI 1.6 20 51.09 +1.05 1.99 2.60 2.57 .21 28.30 8.76 Olin OLN 3.1 dd 25.93 –0.13 –.07 –1.24 .55 .20 71.24 16.01 Phreesia PHR ... dd 69.80 +6.84 –4.50 –.46 –.37 ... 12.53 9.60 ReplayAcqnUn RPLA.UT ...... 11.04 –0.05 ...... 566.74 238.93 ServiceNow NOW ... cc 541.09 +27.33 3.18 ... 5.43 ... 54 41 ... 116.65 30.01 ShakeShack SHAK ... dd 111.21 –0.05 .61 –.67 .29 ... 45.22 13.33 OmegaHealthcare OHI 7.5 35.97 +0.12 1.58 .78 1.66 .67 20.78 11.01 PhysiciansRealty DOC 5.1 18.21 +0.27 .39 .31 .36 .23 2.31 0.45 ReplayAcqnWt RPLA.WT ... 1.55 –0.24 ...... 0776 11.23 9.88 Omnichannel OCA.UT ...... 11.23 +0.23 ...... 24.78 11.26 PiedmontOfficeA PDM 5.2 5 16.07 –0.38 1.82 1.70 .23 .21 103.79 65.37 RepublicSvcs RSG 1.8 30 94.40 +0.59 3.33 3.38 3.68 .425 20.12 12.20 ShawComm B SJR 5.2 18 17.49 –0.17 ... 1.05 1.13 .46 10.45 9.91 OmnichannelA OCA ...... 10.28 +0.06 ...... 16.07 9.89 PineIslandAcqn PIPP.UT ...... 13.78 –0.90 ...... 26.09 3.72 ResideoTech REZI ... dd 25.06 +0.07 .29 ... 1.38 ... 21.53 5.70 ShellMidstream SHLX 16.7 9 11.04 –0.39 1.66 1.31 1.47 2.00 1.25 OmnichannelWt OCA.WT ...... 1.92 +0.12 ...... 14.94 9.95 PineIslandA PIPP ...... 12.90 –0.81 ...... 224.24 108.85 ResMed RMD .7 46 215.52 +3.90 4.27 ...... 39 758.00 325.43 SherwinWilliams SHW .7 36 732.17 +6.62 16.49 21.66 26.77 1.34 80.25 44.50 Omnicom OMC 4.2 14 62.57 –0.55 6.06 5.07 5.51 .65 4.00 1.99 PineIslandWt PIPP.WT ...... 3.32 –0.16 ...... 8.61 1.14 ResoluteForest RFP ... dd 8.09 +0.56 –.51 .78 ...... 76.95 30.00 Shift4Paymts FOUR ... dd 71.13 +1.06 ... –.85 .32 ... 11.96 10.03 one AONE.UT ...... 11.74 +0.24 ...... 37.80 12.02 PingIdentity PING ... dd 32.30 +2.60 –.02 ...... 67.33 25.08 RestaurantBrands QSR 3.5 33 60.08 –2.83 ... 2.16 2.78 .52 35.56 17.09 ShinhanFin SHG 3.9 5 29.79 –0.53 6.00 ... 5.56 1.6738 11.28 9.70 oneA AONE ...... 11.15 +0.30 ...... 105.51 60.05 PinnacleWest PNW 4.3 14 77.09 –1.46 4.77 5.07 5.00 .83 13.25 2.87 RetailPropofAmer RPAI 2.6 70 9.36 –0.10 .15 .07 .07 .06 1285.19 305.30 Shopify SHOP ... cc 1196.70 +26.23 ...... 2.81 0.83 oneWt AONE.WT ...... 2.30 +0.30 ...... 76.88 10.10 Pinterest PINS ... dd 73.08 +3.33 –3.24 .28 .64 ... 35.53 8.32 RetailValue RVI 7.4 dd 15.71 –0.03 2.46 –5.54 –1.04 1.16 77.07 28.76 Shutterstock SSTK 1.2 51 70.95 +1.00 .57 2.32 2.43 .21 29.00 9.71 OneLiberty OLP 8.8 15 20.40 –0.77 .88 ... .78 .45 147.24 48.62 PioneerNatRscs PXD 1.7 cc 131.16 +3.78 4.50 ...... 55 23.09 3.96 Revlon REV ... dd 10.18 –0.24 –2.97 ...... 17.44 3.50 Sibanye-Stillwater SBSW .6 21 16.68 +0.61 .01 2.40 3.64 .0959 28.80 9.02 OneConnectFinTech OCFT ... dd 22.28 +0.77 –.77 –.55 –.47 ... 106.67 31.95 PiperSandler PIPR 1.5 40 101.65 –2.02 7.69 7.82 7.88 .375 36.47 7.17 Revolve RVLV ... 56 36.21 +1.00 –.09 .63 .68 ... 42.91 5.60 SignetJewelers SIG .0 dd 36.31 –3.05 1.40 ... 3.80 .37 55.16 12.21 OneMain OMF 3.6 11 50.26 –3.86 6.27 5.67 6.55 .45 8.15 1.67 PitneyBowes PBI 2.8 dd 7.19 –0.25 1.10 .64 .39 .05 97.16 33.81 RexAmerRes REX ... cc 88.52 +2.76 1.18 –.55 7.68 ... 8.06 1.50 SilverBowRscs SBOW ... dd 5.71 –0.11 9.74 2.43 4.28 ... 6.84 3.52 OneSmartIntl ONE ... dd 3.89 +0.30 ... .86 2.09 ... 88.77 23.77 PlanetFitness PLNT ... cc 79.33 –1.76 1.41 .09 1.46 ... 53.48 31.79 RexfordIndlRealty REXR 1.7 86 49.68 +2.02 .47 .46 .28 .215 81.43 7.60 SilvergateCapital SI ... 56 76.16 +8.12 ...... 58.94 20.32 OntoInnovation ONTO ... dd 57.79 +2.14 .06 1.87 2.58 ... 34.64 4.60 Plantronics PLT .0 dd 33.28 +0.49 –20.86 ...... 15 49.08 18.87 Rexnord RXN .8 34 42.28 –0.64 1.45 ...... 08 147.80 42.25 SimonProperty SPG 5.4 20 95.49 +2.49 ...... 1.30 19.18 7.45 Ooma OOMA ... dd 15.22 +0.55 –.89 .43 .35 ... 11.13 0.70 PlayAGS AGS ... dd 5.83 –0.45 –.33 ...... 16.20 10.96 RibbitLeapA LEAP ...... 15.00 –0.33 15.08 –4.40 –3.13 ... 105.89 47.02 SimpsonMfg SSD .9 24 102.97 +3.48 2.98 4.24 4.33 .23 33.55 14.21 Oppenheimer A OPY 1.5 7 32.38 –0.20 ...... 1.00 21.50 7.79 PlymouthIndREIT PLYM 5.3 dd 15.17 +0.20 –2.88 –1.53 –.83 .20 16.79 11.03 RibbitLeapUn LEAP.UT ...... 15.61 –0.37 ...... 177.09 53.29 SiteOneLandscape SITE ... 69 176.87 +11.47 1.82 2.53 2.82 ... 66.20 39.71 Oracle ORCL 1.6 18 60.36 –1.42 3.08 4.36 4.35 .24 121.35 37.35 Polaris PII 2.1 cc 118.73 +10.81 5.20 7.31 ... .62 7.70 2.63 RibbitLeapWt LEAP.WT ...... 4.99 +0.18 ...... 39.79 8.75 SixFlags SIX .0 dd 35.36 –1.15 2.11 –4.87 ... .25 14.61 9.93 Orange ORAN 4.5 10 11.71 –0.11 1.15 ... 1.27 .473 10.69 10.31 Pontem PNTM.UT ...... 10.48 +0.01 ...... 14.43 9.91 RiceAcqn RICE.UT ...... 13.80 +1.74 ...... 44.50 17.06 SkechersUSA SKX ... 54 36.56 –0.10 ...... 6.89 1.53 OrchidIslandCap ORC 14.5 cc 5.37 –0.05 .43 .92 1.06 .065 63.08 31.96 PortlandGenElec POR 3.9 23 41.79 –1.53 2.39 1.56 ... .4075 12.95 10.20 RiceAcqnA RICE ...... 12.32 +1.23 ...... 29.94 9.81 Skillz SKLZ ...... 28.01 +3.27 ... –.30 –.28 ... 19.20 5.93 OrionEngCarbons OEC .0 37 16.70 –0.18 1.45 1.00 1.38 .20 111.48 68.97 PostHoldings POST ... dd 98.94 +0.12 .01 3.76 4.95 ... 3.43 1.60 RiceAcqnWt RICE.WT ...... 3.12 +0.81 ...... 17.06 1.35 SkillzWt SKLZ.WT ...... 14.80 +2.30 ...... 6.09 1.53 OrionGroup ORN ... 11 5.85 +0.06 –.18 .58 .35 ... 19.48 10.84 PostalRealty PSTL 4.9 dd 16.24 +0.04 –.30 ...... 215 405.46 134.85 RingCentral RNG ... dd 384.52 +11.59 ... .96 1.16 ... 37.03 10.82 SkylineChamp SKY ... 38 35.07 +2.53 1.02 1.04 1.33 ... 89.21 52.65 Orix IX 3.6 10 83.52 –2.94 10.92 7.78 10.06 1.6762 29.60 5.44 PrecisionDrilling PDS ... dd 20.89 –2.21 .30 –7.32 ...... 86.90 35.35 RioTinto RIO 4.7 18 81.40 +0.93 ... 7.29 9.13 1.55 44.15 15.10 SlackTech WORK ... dd 42.65 +0.85 ... –.07 ...... 117.93 53.44 OrmatTech ORA .4 71 106.55 –1.48 1.72 ... 1.55 .11 13.55 5.01 PrefApartment APTS 9.2 dd 7.57 –0.29 –2.73 –3.08 –3.58 .175 78.64 25.92 RitchieBros RBA 1.4 40 63.04 +2.57 1.37 1.73 2.01 .22 75.49 30.91 Smartsheet SMAR ... dd 72.54 +2.27 –.85 –.42 ...... 96.95 46.72 Oshkosh OSK 1.4 20 94.98 +0.97 4.72 5.33 7.12 .33 46.12 27.40 PrestigeCnsHlth PBH ... 12 38.08 +0.56 2.78 3.18 3.30 ... 22.45 8.86 RiteAid RAD ... dd 19.78 +1.53 –8.50 .49 .74 ... 58.97 33.81 SmithAO AOS 1.8 30 57.76 +0.93 ... 2.00 2.38 .26 13.53 4.65 OsiskoGoldRoyal OR 1.3 dd 11.93 +0.10 –1.17 .23 .26 .0391 14.55 4.05 PretiumResources PVG ... 22 10.51 +0.01 .22 .81 1.04 ... 69.00 32.38 RobertHalf RHI 2.0 24 68.31 +4.52 3.90 ... 3.08 .34 52.26 26.07 Smith&Nephew SNN 1.6 51 45.35 +2.42 1.38 1.34 ... .288 12.80 9.40 OspreyTechUn SFTW.UT ...... 12.36 +1.20 ...... 11.10 10.00 PrimaveraCap PV.UT ...... 10.87 ...... 34.42 17.50 RocketCos. RKT ... 1 20.05 +0.45 ... 3.85 1.89 ... 125.62 91.88 Smucker SJM 3.2 15 114.24 +0.15 6.84 8.69 ... .90 11.78 9.11 OspreyTechA SFTW ... dd 11.24 +0.70 ...... 11.17 9.85 PrimeImpactI PIAI.UT ...... 11.07 +0.22 ...... 268.91 115.38 Rockwell ROK 1.6 30 265.97 +10.37 8.77 8.70 9.49 1.07 57.39 7.89 Snap SNAP ... dd 53.57 +3.26 –.75 –.63 ...... 2.28 0.51 OspreyTechWt SFTW.WT ...... 1.92 +0.27 ...... 10.98 9.51 PrimeImpactI A PIAI ...... 10.54 +0.13 ...... 51.02 32.20 RogersComm B RCI 3.1 20 48.29 +0.69 ... 2.64 3.04 .3729 183.23 90.72 SnapOn SNA 2.8 17 177.98 +9.41 12.41 10.00 10.70 1.23 68.21 38.00 OtisWorldwide OTIS 1.2 32 64.88 –0.65 ... 2.45 2.62 .20 1.99 0.85 PrimeImpactIWt PIAI.WT ...... 1.85 +0.19 ...... 184.82 75.72 Rogers ROG ... cc 167.97 –1.17 2.53 4.92 6.24 ... 429.00 208.55 Snowflake SNOW ... dd 285.68 –5.62 ... –.89 –.66 ... 31.20 7.07 OutfrontMedia OUT .0 dd 17.90 –1.38 .97 .21 .87 .38 141.34 61.20 Primerica PRI 1.2 15 135.98 –2.07 8.62 ... 10.86 .40 43.00 20.48 Rollins ROL .6 73 37.02 –0.22 .41 .57 .53 .0533 9.43 1.85 SocialCapHedV Wt IPOE.WT ...... 8.21 +0.51 ...... 2.81 1.61 OverseasShip OSG ... 5 2.16 –0.06 .10 ...... 16.70 6.33 PrimoWater PRMW 1.5 dd 16.13 –0.17 .02 .51 .49 .06 38.90 9.50 RomeoPower RMO ... cc 19.31 –2.77 .13 –.32 –.45 ... 19.47 10.56 SocialCapHedIV IPOD.UT ...... 18.47 +1.79 ...... 19.80 2.10 Ovintiv OVV 2.2 dd 17.15 –0.20 .90 ...... 0938 34.18 12.67 ProAssurance PRA 1.0 dd 19.42 –0.73 .02 ...... 05 17.47 0.40 RomeoPowerWt RMO.WT ...... 7.57 –2.38 ...... 5.73 2.43 SocialCapHedosIVWt IPOD.WT ...... 5.59 +0.60 ...... 31.90 3.63 Owens&Minor OMI .0 dd 27.57 –0.12 –1.03 1.94 2.46 .0025 146.92 94.34 Procter&Gamble PG 2.4 25 130.00 –4.78 4.96 5.67 6.06 .7907 455.72 240.00 RoperTech ROP .5 28 419.22 +7.60 16.82 12.65 14.57 .5625 18.14 10.85 SocialCapHedIV A IPOD ...... 17.20 +1.65 ...... 87.89 28.56 OwensCorning OC 1.2 dd 84.55 +1.58 3.68 ...... 26 102.05 62.18 Progressive PGR .4 11 92.31 –2.49 6.72 ... 5.47 4.50 10.75 10.42 RotorAcqn ROT.UT ...... 10.49 +0.03 ...... 26.85 10.18 SocialCapHedV IPOE.UT ...... 23.73 +1.96 ...... For personal non-commercial use only. Do not edit or alter. Reproductions permitted. To reprint or license content, please contact Barron's reprints department at 800-843-0008 www.djreprints.com M18 BARRON’S January 25, 2021 New York Stock Exchange Composite List

- Earnings - - Earnings - - Earnings - - Earnings - 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div 52-Week Tick - Week’s - Last This Next Div High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt High Low Name Sym Yld P/E Last Chg. Year Year Year Amt 24.62 10.37 SocialCapHedV A IPOE ...... 21.65 +1.49 ...... 12.67 10.00 TPGPaceTechOpps PACE.UT ...... 12.47 +0.83 ...... 48.55 14.09 TurningPoint TPB .4 cc 45.24 +1.06 .69 1.59 2.43 .05 2.80 1.08 VyGlblGrowthWt VYGG.WT ...... 2.36 +0.15 ...... 17.36 10.05 SocialCapHedVI IPOF.UT ...... 16.47 +0.85 ...... 12.43 9.70 TPGPaceTechA PACE ...... 11.90 +0.70 ...... 14.62 3.01 TurquoiseHill TRQ ... 6 11.25 –0.74 –.70 ... 2.61 ... 16.24 10.25 SocialCapHedVI A IPOF ...... 15.32 +0.72 ...... 4.60 1.37 TPGPaceTechWt PACE.WT ...... 3.00 +0.69 ...... 17.78 2.61 TutorPerini TPC ... dd 16.49 +0.28 –7.72 2.04 2.22 ... W 5.00 1.81 SocialCapHedVI Wt IPOF.WT ...... 4.53 +0.13 ...... 21.30 2.45 TPG RE Fin TRTX 7.1 dd 11.20 +0.65 ... –1.16 1.07 .18 398.29 68.06 Twilio TWLO ... dd 392.01 +3.36 ... .11 ...... 60.74 11.98 15.20 SOQUIMICH SQM .8 92 56.76 +0.26 ... .78 1.12 .3723 9.90 TailwindAcqn TWND.UT ...... 11.32 +0.10 ...... 56.11 20.00 Twitter TWTR ... dd 48.06 +2.88 1.87 ...... 4.65 1.07 W&T Offshore WTI ... 6 2.34 –0.06 .52 –.22 ...... 8.94 2.95 Sogou SOGO ... dd 8.50 +0.24 ... .19 .29 ... 10.88 9.55 TailwindAcqnA TWND ...... 10.42 +0.06 ...... 15.85 2.25 TwoHarbors TWO 7.7 dd 6.52 +0.18 .93 ...... 17 2.20 109.53 68.01 WEC Energy WEC 2.9 23 87.38 –1.31 3.58 3.76 4.02 .6325 14.23 4.50 SolarisOilfield SOI 4.1 dd 10.15 –0.21 1.69 –.11 .04 .105 0.62 TailwindAcqnWt TWND.WT ...... 1.85 –0.07 ...... 466.21 247.22 TylerTech TYL ... 93 424.40 +2.08 3.65 5.55 5.86 ... 236.52 71.12 WEX WEX ... cc 201.75 +0.85 2.26 ...... 24.34 11.50 SolarWinds SWI ... cc 15.93 –0.08 .06 .98 1.01 ... 136.13 42.70 TaiwanSemi TSM 1.1 38 129.14 +3.91 ... 3.98 4.64 .3463 88.38 42.57 TysonFoods TSN 2.7 11 66.52 +1.77 5.86 5.67 6.39 .445 49.21 75.86 34.26 WNS WNS ... 35 70.94 +1.67 2.35 2.66 3.05 ... 9.00 SonicAutomotive SAH .9 dd 46.92 –1.08 ... 3.76 4.40 .10 20.42 12.43 TakedaPharm TAK 3.9 cc 18.13 +0.69 .13 ...... 4305 88.99 38.62 W.P.Carey WPC 6.2 26 67.27 +0.03 1.78 2.05 2.09 1.046 23 62.13 37.30 SonocoProducts SON 2.8 60.55 +0.53 2.88 3.64 3.51 .43 26.31 5.00 TalosEnergy TALO ... dd 9.71 –0.25 1.08 –.87 ...... U 66.19 27.18 WPP WPP 1.2 dd 54.08 –1.22 3.18 3.86 4.92 .6594 14 .1775 105.00 50.94 Sony SNE .3 101.11 –0.94 4.34 6.32 5.02 .2391 16.50 4.05 Tanger SKT 5.3 dd 13.35 +0.73 .93 –.41 –.13 19.17 6.26 WabashNational WNC 1.9 dd 17.07 ... 1.62 1.17 1.50 .08 33.43 18.24 SoJerseyInd SJI 5.6 16 21.64 –1.08 .84 1.57 1.68 .3025 35.45 10.18 Tapestry TPR .0 dd 34.33 +0.71 –2.34 2.33 2.64 .3375 15.61 7.48 UBS Group UBS 2.5 10 14.88 –0.25 1.17 1.52 1.38 .365 84.32 35.07 Wabtec WAB .6 33 80.47 –1.43 1.84 ...... 12 52.82 32.07 SouthJerseyIndsUn SJIU 9.8 ... 36.93 –1.57 ...... 9063 .10 40.17 3.66 TargaResources TRGP 1.4 dd 28.77 –1.26 –1.44 –7.02 –.39 51.25 29.20 UDR UDR 3.7 88 39.11 –0.31 .63 ... –.01 .36 25.90 9.87 Waddell&ReedFin WDR 4.0 18 25.08 +0.05 1.57 1.63 1.67 .25 71.10 41.96 Southern SO 4.3 20 60.14 +0.48 4.50 3.16 3.31 .64 .68 199.96 90.17 Target TGT 1.4 25 191.91 –2.89 6.36 ... 8.68 44.09 21.75 UGI UGI 3.5 15 37.18 –0.45 2.54 2.81 3.12 .33 94.84 24.55 Walker&Dunlop WD 1.6 14 91.14 +1.63 5.45 6.06 7.23 .36 57.75 36.39 SouthernUnSeriesA SOLN 6.6 ... 51.09 +0.60 ...... 8438 84.71 53.95 TaroPharm TARO ... dd 77.13 –0.56 ... –8.20 4.67 ... 16.67 8.63 UMH Prop UMH 4.9 dd 15.50 +0.09 .06 –.21 –.31 .19 153.66 102.00 Walmart WMT 1.5 21 146.33 +1.69 5.19 5.16 5.45 .54 72.00 23.43 SoCopper SCCO 2.8 43 71.02 +1.91 1.92 ...... 50 20.14 3.92 TataMotors TTM ... dd 19.57 +2.01 –2.46 ...... 65.76 32.80 Unitil UTL 3.7 20 40.44 –3.37 2.97 2.06 2.57 .375 24.17 9.46 WarriorMetCoal HCC .9 64 23.29 +0.27 5.86 ...... 05 58.83 22.47 SouthwestAir LUV .0 dd 47.39 +0.73 4.27 –6.55 3.34 .18 30.45 6.39 TaylorMorrison TMHC ... 19 30.36 +5.54 2.35 2.00 4.01 ... 16.67 3.52 USA Compression USAC 13.7 dd 15.30 –0.43 –2.15 –6.58 –.15 .525 33.75 4.41 WashingtonPrime WPG .0 67 11.45 +1.28 –.45 –7.86 –8.91 1.125 81.62 45.68 SouthwestGas SWX 3.9 15 58.62 –1.49 3.94 3.88 4.16 .57 15.33 3.75 Team TISI ... dd 11.64 +0.74 –1.07 ...... 37.75 23.91 US Cellular USM ... 12 33.83 +1.36 ...... 32.22 16.95 WashingtonREIT WRE 5.3 37 22.48 –0.30 4.75 –.09 –.18 .30 4.02 1.06 SouthwesternEner SWN ... dd 3.41 –0.55 1.65 .31 .77 ... 18.45 4.49 TechnipFMC FTI 1.2 dd 11.21 –0.64 –5.39 .39 .71 .13 10.64 1.00 USD Partners USDP 8.1 dd 5.46 +1.43 .22 .97 1.07 .111 111.04 70.87 WasteConnections WCN .8 cc 102.96 +1.09 2.15 ...... 205 13.05 10.15 SpartanAcqnII SPRQ.UT ...... 12.94 +0.59 ...... 21.34 5.60 TeckRscsB TECK .8 dd 20.50 +0.87 ... .72 1.57 .0391 41.99 8.32 US Foods USFD ... dd 34.77 –0.89 1.75 .22 ...... 126.79 85.34 WasteMgt WM 1.9 33 115.36 +0.64 3.91 4.00 ... .545 12.50 10.80 Spartan II A SPRQ ...... 11.81 +0.70 ...... 4.88 1.70 Teekay TK ... dd 2.66 –0.18 –3.08 –.01 .12 ... 134.11 45.13 US PhysTherapy USPH 1.0 56 131.59 +3.77 2.45 2.37 3.30 .32 274.59 154.39 Waters WAT ... 34 273.62 +5.29 8.69 ...... 3.50 2.33 Spartan II Wt SPRQ.WT ...... 2.72 +0.11 ...... 25 14.52 7.00 TeekayLNG un TGP 7.8 12 12.87 –0.55 1.59 2.53 2.78 dd 253.87 132.97 Watsco WSO 2.8 38 252.58 +15.60 ... 6.82 6.29 1.775 84.80 19.59 SpectrumBrands SPB 2.1 38 78.32 –2.50 2.18 5.13 5.65 .42 9.94 0.79 US Silica SLCA .0 9.15 –0.40 –4.49 –.58 ... .02 26.92 8.90 TeekayTankers TNK ... 2 11.06 –0.77 ... 5.11 .30 ... cc 248.79 139.00 Watsco B WSO.B 2.9 37 244.73 +18.22 ... 6.82 6.29 1.775 87.96 50.58 Spire SR 4.2 43 61.75 +0.10 1.44 4.09 ... .65 11.34 2.65 US Xpress USX ... 8.09 +0.76 ...... 1.06 ... 16.66 12.12 TejonRanch TRC ... 47 16.38 +0.82 .40 .02 .13 ... dd 38 70.51 13.69 SpiritAeroSys SPR .1 dd 38.92 +0.15 5.06 –1.52 2.04 .01 263.47 14.38 9.30 UWM UWMC ... 11.35 –1.04 ...... 131.51 69.02 WattsWater WTS .7 129.19 –0.02 ... 3.64 ... .23 93.56 TeladocHealth TDOC ... dd 263.00 +37.75 –1.38 ...... dd 47.50 7.01 SpiritAirlines SAVE ... dd 27.67 +1.94 4.89 –8.25 –1.29 ... 4.87 1.00 UWM Wt UWMC.WT ...... 2.50 –0.54 ...... 369.00 21.70 Wayfair W ... 299.94 –0.06 ... 4.43 –7.07 ... 12.35 6.20 TelecomArgentina TEO 19.8 dd 6.28 –0.28 ...... 9972 60.03 13.71 Uber UBER ... dd 54.31 –1.21 –6.81 –3.86 ...... 52.88 18.16 WebsterFin WBS 3.2 22 50.68 –0.90 2.35 3.44 3.96 .40 54.63 18.37 SpiritRealtyCap SRC 6.3 dd 39.70 +1.52 1.81 ... .73 .625 398.68 195.34 TeledyneTech TDY ... 38 389.17 +6.58 10.73 10.25 11.43 ... 11.75 9.89 SportsEntAcqn SEAH.UT ...... 11.42 +0.10 ...... 284.89 110.01 Ubiquiti UI .6 39 264.95 +17.66 5.80 ...... 40 5.49 0.73 Weidai WEI ...... 1.62 +0.19 .52 ...... 414.72 221.27 Teleflex TFX .4 50 386.44 –1.93 9.80 ...... 34 6.68 1.97 UltraparPart UGP 2.3 cc 4.02 –0.27 .09 .19 .25 .0546 31.12 12.21 WeingartenRealty WRI 3.1 18 22.98 +0.42 2.44 .69 .43 .36 10.80 9.68 SportsEntA SEAH ...... 10.51 +0.02 ...... 14 14.57 7.08 TelefonicaBras VIV 9.3 8.19 –0.36 .78 ...... 0256 21.52 7.15 UnderArmour A UAA ... dd 18.51 +0.42 .20 ...... 59.39 32.44 WeisMarkets WMK 2.6 11 46.94 –0.92 2.53 2.45 2.55 .31 2.00 0.90 SportsEntWt SEAH.WT ...... 1.77 –0.07 ...... 79 .2371 7.07 3.22 Telefonica TEF 7.2 4.46 –0.10 .19 .43 .53 19.10 6.37 UnderArmour C UA ... dd 15.89 +0.30 .20 ...... 15.78 3.17 Welbilt WBT ... dd 14.00 –0.18 .39 .04 ...... 370.95 109.18 Spotify SPOT ... dd 338.96 +19.14 –1.15 –3.02 –.98 ... 19 28.93 16.06 TelekmIndonesia TLK 2.4 24.29 –0.62 ... 1.49 1.60 .824 27.85 7.48 Unifi UFI ... dd 19.30 –0.27 –3.10 ...... 48.50 20.76 WellsFargo WFC 1.3 78 31.90 –0.14 .41 2.45 3.22 .10 21.67 9.83 SpragueRscs SRLP 12.9 14 20.72 –0.83 1.10 1.34 ... .6675 11 25.61 14.05 Telephone&Data TDS 3.3 20.53 +0.29 ... 1.71 1.21 .17 227.56 121.89 Unifirst UNF .4 33 223.66 +4.69 7.13 ... 7.44 .25 89.99 24.27 Welltower WELL 3.9 cc 63.07 –1.18 3.05 2.09 .60 .61 43.63 13.30 Sprott SII 3.4 35 29.44 +0.43 .45 1.26 1.78 .25 29.44 25 5.50 TempurSealy TPX ... 28.84 +0.13 .86 1.40 1.98 ... 63.89 44.06 Unilever UL 3.1 24 59.66 –0.02 2.41 3.02 3.08 .4845 87.85 13.52 WescoIntl WCC ... 33 84.06 –1.65 ...... 6.74 ... 246.49 32.33 Square SQ ... cc 222.88 –4.87 ...... 1.17 ... dd 22.70 8.86 Tenaris TS .0 15.61 –0.84 1.26 –.11 .20 .14 221.28 105.08 UnionPacific UNP 1.9 26 207.13 –9.47 7.88 9.53 10.65 .97 312.12 124.53 WestPharmSvcs WST .2 73 300.09 +0.68 3.21 4.54 5.12 .17 49.98 15.32 St.Joe JOE .6 77 44.76 –0.04 .45 .25 .08 .07 28.84 79 9.22 TencentMusic TME ... 27.02 +4.81 ... .40 .50 ... 24.85 8.25 Unisys UIS ... dd 23.76 –0.25 –.31 .88 1.62 ... 73.59 20.90 WestAllianceBcp WAL 1.4 14 71.19 +0.87 5.04 5.21 5.68 .25 55.29 33.94 StandardMotor SMP 2.4 16 42.30 +0.34 2.54 3.22 3.76 .25 50.80 dd 10.00 TenetHealthcare THC ... 50.74 +3.36 –2.24 4.08 3.06 ... 10.57 2.10 UnitedMicro UMC 1.0 35 10.27 +1.49 .13 ...... 1361 11.33 1.37 WesternAssetMort WMC 8.1 dd 2.98 –0.02 1.37 .55 .31 .06 87.66 37.50 StandexInt SXI 1.1 60 85.00 ... 1.63 ...... 24 33 85.31 46.64 Tennant TNC 1.2 75.37 +2.50 2.48 2.92 ... .23 25.10 5.00 UnitedNatFoods UNFI ... 13 25.02 +2.82 –5.10 3.20 3.21 ... 19.16 2.90 WesternMidstrm WES 8.2 13 15.21 –1.33 1.59 1.93 1.81 .311 195.00 70.00 StanleyBlackDck SWK 1.6 28 175.21 +2.58 6.35 8.74 9.70 .70 dd 12.94 2.21 Tenneco TEN ... 10.71 –0.05 ... –1.16 3.18 ... 178.01 82.00 UPS B UPS 2.5 30 158.99 +0.09 5.11 7.69 8.53 1.01 28.45 17.39 WesternUnion WU 4.1 13 22.06 +0.13 2.46 1.84 2.02 .225 116.17 50.68 StanleyB&D Un SWT 4.8 ... 110.35 +2.16 ...... 1.3125 27.56 17.62 Teradata TDC ... 28 25.11 –0.36 –.18 ... 1.53 ... 267.59 58.85 UnitedRentals URI ... 20 258.59 +3.45 15.11 ...... 91.83 28.99 WestlakeChem WLK 1.3 37 82.14 –3.47 3.25 2.11 ... .27 35.24 21.43 Stantec STN 1.4 26 34.21 –0.62 1.31 1.59 ... .1186 39.60 11.54 Terex TEX .0 cc 38.78 +1.27 .76 –.06 1.67 .12 55.69 28.36 US Bancorp USB 3.7 15 45.86 –2.54 3.06 3.72 4.20 .42 24.34 10.31 WestlakeChemPtrs WLKP 8.6 11 21.83 +0.36 1.77 2.19 2.11 .4714 9.98 6.11 StarGroup SGU 5.4 10 9.73 +0.03 1.07 1.46 .94 .1325 55.00 17.63 Terminix TMX ... cc 50.34 –1.71 .94 .84 1.33 ... 24.71 4.54 US Steel X .2 dd 18.91 –1.97 –3.67 ...... 01 17.27 7.98 WestpacBanking WBK 1.3 39 16.75 +0.40 .43 1.08 1.21 .2353 13.25 10.85 StarPeakII STPC.UT ...... 12.19 +0.30 ...... 64.24 42.12 TerrenoRealty TRNO 2.0 48 57.06 +1.00 .85 .79 .85 .29 367.95 187.72 UnitedHealth UNH 1.4 22 347.55 –3.75 16.03 18.20 21.05 1.25 47.77 21.50 WestRock WRK 1.7 dd 46.67 +0.99 –2.67 3.49 4.11 .20 43.02 9.89 StarPeakEner STPK.UT ...... 38.61 +3.48 ...... 1.62 0.22 TetraTech TTI ... dd 1.37 +0.07 –1.17 ...... 174.94 65.11 UnitySoftware U...... 154.03 +5.42 ... –.37 –.28 ... 29.61 9.42 Westwood WHG .0 dd 12.39 –1.27 .70 1.00 1.00 .43 38.20 9.60 StrPeakEnerA STPK ...... 34.43 +2.94 ...... 13.76 6.25 TevaPharm TEVA ... dd 12.55 +0.59 –.91 2.51 2.62 ... 23.29 6.40 Univar UNVR ... cc 20.18 –0.38 –.61 1.23 ...... 34.71 13.10 Weyerhaeuser WY 3.1 51 33.21 +0.69 –.10 ...... 17 15.00 0.96 StrPeakEnerWt STPK.WT ...... 12.10 +0.10 ...... 895.00 295.05 TexasPacLand TPL 1.2 31 822.30 –18.69 41.09 21.58 24.72 10.00 54.70 37.04 Universal UVV 6.3 22 48.71 –3.56 2.86 2.03 2.40 .77 57.89 18.66 WheatonPrecMet WPM 1.2 43 40.42 +0.53 .19 ...... 12 5.93 2.51 Starrett A SCX ... dd 4.78 –0.19 ... 1.19 1.33 ... 21.25 5.50 Textainer TGH ... 20 20.45 +0.98 .99 1.36 2.13 ... 132.41 52.25 UniversalHealth UHT 4.2 44 65.46 –4.64 1.38 2.49 2.48 .695 207.30 64.00 Whirlpool WHR 2.5 14 198.21 +3.67 18.45 17.76 18.07 1.25 8.36 2.75 Startek SRT ... dd 8.00 +0.03 –.39 .14 .48 ... 51.53 20.26 Textron TXT .2 42 49.73 +0.79 3.50 1.91 ... .02 148.27 65.20 UniversalHealthB UHS .0 13 129.10 –3.38 ...... 20 1168.21 629.21 WhiteMtnIns WTM .1 11 1040.01 +17.99 130.27 15.00 18.00 1.00 26.33 7.59 StarwoodProp STWD 9.8 14 19.52 +0.78 1.79 1.94 ... .48 532.57 250.21 ThermoFisherSci TMO .2 42 514.60 +11.46 9.17 ...... 22 26.14 10.84 UnivInsurance UVE 4.1 dd 15.78 +0.37 1.36 –.05 2.60 .13 13.89 4.71 WhitestoneREIT WSR 5.0 19 8.48 +0.04 .57 .96 1.03 .035 81.82 42.10 StateStreet STT 2.8 12 74.17 –3.01 6.32 6.73 7.81 .52 26.03 9.98 Thermon THR ... dd 16.44 –0.78 .36 .45 .74 ... 9.76 2.75 UnvlTechInst UTI ... dd 6.19 +0.13 .05 .25 .35 ... 28.36 13.44 WhitingPetrol WLL ... dd 24.74 –0.60 –2.64 –3.20 1.59 ... 14.10 4.31 SteelPartners SPLP ... dd 13.73 +0.35 .16 ...... 11.52 5.64 ThirdPointReins TPRE ... 24 9.87 –0.12 2.18 2.10 1.35 ... 30.57 9.58 UnumGroup UNM 4.5 5 25.40 +0.18 5.24 4.97 5.02 .285 11.49 2.95 WideOpenWest WOW ... 49 11.23 ... .45 .29 .56 ... 19.43 7.02 Steelcase SCS 2.9 20 13.81 +0.61 ... .45 .44 .10 13.19 11.76 ThomaBravoAdv TBA ...... 12.95 +1.19 ...... 19.84 6.98 UrbanEdgeProp UE .0 24 14.23 –0.62 .91 .31 .16 .46 49.97 30.00 Wiley A JW.A 2.8 dd 48.59 +0.81 ... 3.07 2.48 .3425 19.50 6.00 Stellantis STLA .0 cc 16.15 +0.92 4.73 1.82 3.69 2.2375 89.55 52.23 ThomsonReuters TRI 1.9 22 81.50 +1.01 3.12 1.78 2.02 .38 19.25 8.18 UrstadtBiddle UBP 4.1 56 12.25 –0.55 .20 .54 ... .125 50.26 30.44 Wiley B JW.B 2.8 dd 48.21 +0.97 ... 3.07 3.31 .3425 131.72 69.33 Stepan SCL 1.0 24 122.78 +0.19 4.42 5.34 6.34 .305 121.33 32.30 ThorIndustries THO 1.5 21 109.00 +3.91 4.02 7.78 8.40 .41 24.44 8.22 UrstadtProp A UBA 3.9 66 14.43 –1.08 .22 .50 ... .14 22.88 8.41 Williams WMB 7.4 cc 21.60 –0.90 .70 1.13 1.18 .40 203.91 105.69 Steris STE .8 38 188.76 +4.38 4.76 6.06 6.90 .40 35.36 4.60 3D Systems DDD ... dd 34.48 +6.23 –.61 –.11 .30 ... 92.26 43.01 UsanaHealth USNA ... 16 86.67 +7.34 4.41 5.39 5.70 ... 132.38 26.01 Williams-Sonoma WSM 1.6 19 132.32 +7.46 4.49 ...... 53 21.17 7.01 SterlingBancorp STL 1.4 18 19.97 –0.70 1.12 1.86 2.10 .07 180.59 114.04 3M MMM 3.5 20 169.04 +3.49 7.81 8.51 9.52 1.47 23.72 9.84 UtzBrands UTZ .9 dd 22.75 +0.26 .20 ... .57 .01 72.65 16.94 Winnebago WGO .7 22 66.49 +0.88 1.84 5.75 6.10 .12 53.41 20.26 StewartInfo STC 2.4 13 50.25 +0.36 3.31 5.54 4.62 .30 17.06 4.09 Tidewater TDW ... dd 10.98 –0.53 –3.71 –1.44 –2.04 ... 6.72 2.52 Wipro WIT .2 27 6.55 +0.16 .24 ...... 0122 53.85 20.75 StifelFinancial SF .9 14 52.28 +0.13 ... 4.21 4.00 .1133 2.40 0.41 TidewaterWtA TDW.WTA ...... 1.05 +0.29 ...... 33.99 12.19 WolverineWwide WWW 1.3 78 30.59 –1.17 1.44 ... 2.05 .10 41.99 14.67 STMicroelec STM .4 39 39.71 –0.08 1.15 1.14 ... .042 2.12 0.17 TidewaterWtB TDW.WTB ...... 1.00 +0.28 ...... V 28.50 15.54 WooriFin WF 5.1 9 26.00 –1.05 5.22 5.24 6.24 1.9027 3.71 0.46 StoneMor STON ... dd 3.33 –0.10 –3.83 ... –.60 ... 11.01 10.30 TigaAcqnA TINV ...... 10.49 –0.06 ...... 102.33 22.01 Workiva WK ... dd 99.40 +2.29 –1.04 .02 –.11 ... 32.55 13.87 Stoneridge SRI ... dd 29.95 +0.12 2.13 –.15 .86 ... 11.83 10.15 TigaAcquisitionUn TINV.UT ...... 11.34 –0.01 ...... 50.90 17.77 VEREIT VER 4.3 30 35.71 –0.33 –1.85 1.23 1.71 .077 40.84 18.36 WorldFuelSvcs INT 1.2 13 33.11 +1.22 2.69 1.37 2.18 .10 52.84 15.06 Stride LRN ... 21 24.70 +0.86 .60 1.29 1.32 ... 2.80 1.05 TigaAcqnWt TINV.WT ...... 2.08 +0.27 ...... 89.68 45.07 VF VFC 2.3 dd 83.86 –0.05 1.70 ... 2.91 .49 62.53 29.10 WW Ent WWE .9 25 55.52 +4.69 ... 1.46 1.69 .12 247.44 124.54 Stryker SYK 1.1 52 239.93 –2.06 5.48 ...... 63 10.77 3.46 Tilly's TLYS .0 dd 10.16 –0.28 ... –.15 .69 1.00 16.23 9.85 VG Acqn VGAC.UT ...... 14.91 +1.74 ...... 58.99 19.28 WorthingtonInds WOR 1.8 5 55.38 –0.84 1.41 8.59 3.34 .25 27.00 11.87 StudioCity MSC ... dd 14.23 +0.88 .56 –6.23 –3.14 ... 20.32 9.92 Tim TIMB 2.7 13 12.15 –1.06 1.90 .80 1.00 .24 14.92 9.65 VG Acqn A VGAC ...... 13.96 +1.65 ...... 52.41 13.74 WyndhamDest WYND 2.5 dd 48.35 +0.93 5.48 –.81 4.11 .30 90.74 38.44 SturmRuger RGR 2.2 18 67.53 –4.47 1.82 2.41 4.20 .56 86.44 22.26 Timken TKR 1.4 18 83.40 –0.84 4.71 ... 4.87 .29 4.12 0.95 VG Acqn Wt VGAC.WT ...... 3.62 +0.62 ...... 63.33 14.50 WyndhamHtls WH .5 dd 59.89 –0.86 1.62 1.00 ... .08 22.87 8.64 SuburbanPropane SPH 7.9 16 15.19 –0.26 .97 1.20 1.25 .30 6.78 2.16 TimkenSteel TMST ... dd 5.33 –0.32 –2.46 –1.14 –.18 ... 15.49 7.04 ViaOptronics VIAO ...... 14.88 +1.86 –.88 .12 .38 ... 7.25 4.49 SumitomoMits SMFG 4.8 9 6.42 –0.29 .94 .71 .85 .1827 7.95 1.05 TItanIntl TWI .0 dd 7.05 –0.17 –.84 –.96 –.39 .005 28.75 9.85 VICI Prop VICI 5.0 19 26.39 +1.23 1.24 1.68 1.91 .33 11.96 2.32 SummitHotelProp INN .0 dd 8.76 –0.09 .65 –1.48 ... .18 51.11 13.28 Toll Bros TOL .9 15 50.82 +6.20 3.40 4.84 5.91 .11 4.98 1.26 VOC Energy VOC 5.4 8 2.69 –0.24 ... 2.05 1.58 .03 XYZ 25.29 7.51 SummitMaterials SUM ... 20 23.68 +0.34 .52 .80 .83 ... 38.92 28.99 TootsieRoll TR 1.2 34 30.14 –0.17 ... .66 .72 .09 2.44 0.70 VaalcoEnergy EGY ... dd 2.32 –0.06 .04 –.67 .60 ... 51.15 7.50 SummitMidstream SMLP .0 1 16.10 –1.22 –72.60 4.69 ... 1.875 220.40 54.83 TopBuild BLD ... 33 217.24 +17.01 5.56 7.09 8.99 ... 300.00 125.00 VailResorts MTN .0 cc 271.59 –6.91 ... –.98 6.88 1.76 4.95 1.43 XFinancial XYF ... dd 2.45 +0.08 ...... 173.98 95.34 SunComms SUI 2.2 93 146.94 +4.51 1.80 1.36 1.74 .79 102.00 52.07 Toro TTC 1.0 33 101.16 +3.79 3.03 3.46 3.93 .2625 19.00 6.49 Vale VALE ... 35 17.21 –0.43 –.33 1.89 ...... 35.00 9.50 XL Fleet XL ... dd 21.00 +0.87 ...... 50.13 24.37 SunLifeFinancial SLF 3.6 16 47.73 +1.00 3.33 ...... 4201 59.97 33.74 TorontoDomBk TD 4.3 12 57.80 –1.46 4.78 4.54 5.08 .5968 90.07 31.00 ValeroEnergy VLO 6.6 dd 59.45 +1.15 5.84 ... .56 .98 13.00 0.40 XL Fleet Wt XL.WT ...... 8.47 +0.28 ...... 6.64 2.33 SunCokeEnergy SXC 4.3 64 5.61 –0.01 –1.98 –.01 .33 .06 13.50 9.46 Tortoise II A SNPR ...... 13.48 +1.35 ...... 21.24 9.02 Valhi VHI 1.9 12 17.12 –0.16 1.68 3.00 3.59 .08 128.57 38.47 XPO Logistics XPO ... cc 117.13 –1.73 3.57 ... 3.86 ... 32.70 9.61 SuncorEnergy SU 3.7 dd 17.70 –0.63 1.40 –1.19 .17 .1624 14.22 10.15 TortoiseAcqnII SNPR.UT ...... 14.20 +1.35 ...... 217.33 82.60 ValmontInds VMI .9 32 208.75 +1.16 7.06 7.78 8.76 .45 20.30 6.15 XeniaHotels XHR .0 dd 15.87 –0.51 .49 –3.36 –1.16 .275 2.75 0.68 SunlandsTech STG ... dd 1.32 +0.18 ... –3.09 –2.23 ... 3.85 1.25 Tortoise II Wt SNPR.WT ...... 3.41 +0.20 ...... 25.23 9.06 Valvoline VVV 2.0 15 24.93 +1.17 1.69 1.64 1.82 .125 38.69 14.22 Xerox XRX 4.7 16 21.07 –1.42 5.80 1.44 3.82 .25 57.70 6.12 SunnovaEnergy NOVA ... dd 53.89 +6.41 –4.14 ... –1.45 ... 52.41 22.13 Total TOT ... dd 44.44 +0.21 4.20 2.22 3.15 ... 54.42 6.86 Vapotherm VAPO ... dd 33.02 +0.12 –2.74 –1.96 –1.97 ... 3.66 1.68 XinyuanRealEst XIN 6.5 dd 2.55 +0.13 1.20 .87 1.45 .025 32.30 10.46 Sunoco SUN 10.7 20 30.97 +0.73 2.82 2.37 ... .8255 10.33 3.54 TownsquareMedia TSQ .0 dd 7.86 +0.28 ... –1.14 .55 .075 176.19 89.62 VarianMed VAR ... 60 175.47 ... 2.94 ...... 74.49 10.00 XPeng XPEV ... dd 56.39 +8.57 ... –5.11 –3.01 ... 13.62 5.75 SunstoneHotelInv SHO .0 dd 11.20 –0.01 .54 –1.90 –.74 .05 156.30 108.01 ToyotaMotor TM 2.5 16 147.95 –0.46 13.53 10.41 ... 2.015 13.86 7.92 VectorGroup VGR 6.6 27 12.16 –0.07 .63 .72 .85 .20 108.84 54.62 Xylem XYL 1.0 83 102.60 –0.90 2.21 1.94 ... .26 6.23 0.90 SuperiorIndsIntl SUP ... dd 4.95 –0.23 –5.10 –.32 –.10 ... 156.27 70.00 TraneTech TT 1.4 41 152.67 +3.16 5.84 ...... 53 59.24 28.90 Vectrus VEC ... 21 55.04 +0.79 2.99 2.81 3.74 ... 80.89 15.28 Yeti YETI ... 63 70.21 –3.80 .58 1.74 2.04 ... 13.40 10.05 SupernovaPtrs SPNV.UT ...... 12.23 +0.38 ...... 8.92 3.63 Transalta TAC 1.6 dd 8.88 +0.30 .14 ...... 0353 10.28 3.24 Vedanta VEDL 6.8 dd 9.15 –0.43 –1.02 1.00 1.31 .4946 10.07 2.25 YPF YPF ... dd 3.49 –0.47 ...... 13.00 10.15 SupernovaPtrsA SPNV ...... 11.50 +0.29 ...... 40.42 16.00 TrancntlRlty TCI ... cc 23.29 +1.04 –3.09 ...... 313.99 118.11 VeevaSystems VEEV ... cc 288.69 +17.68 1.90 2.84 3.12 ... 23.18 6.26 Yalla YALA ... 63 18.60 +2.24 ... .37 .60 ... 3.30 1.91 SupernovaPtrsWt SPNV.WT ...... 2.50 +0.25 ...... 673.51 200.06 TransDigm TDG ... 70 576.40 –8.59 8.96 11.49 16.82 ... 14.90 2.24 VelocityFinl VEL ... dd 7.20 +0.16 ...... 78 ... 7.02 2.23 YamanaGold AUY 2.0 43 5.19 +0.12 .24 .31 .46 .0263 12.38 9.70 SustOppsAcqnA SOAC ... dd 11.75 +0.20 ...... 5.24 0.65 Transocean RIG ... dd 2.74 –0.54 –2.05 ... –.69 ... 5.00 1.12 VenatorMaterials VNTR ... dd 4.15 –0.03 –1.64 ...... 21.66 15.17 YatsenHolding YSG ... dd 19.38 +0.89 ... –2.48 –1.32 ... 14.12 9.85 SustOppsAcqnUn SOAC.UT ...... 13.19 +0.19 ...... 6.77 3.72 TransportadGas TGS ... 5 5.16 –0.14 ...... 54 ... 63.38 13.35 Ventas VTR 3.7 54 49.13 +0.15 1.17 ... .30 .45 36.86 12.89 Yelp YELP ... dd 31.65 +0.24 .52 –.55 ...... 3.65 0.67 SustOppsAcqnWt SOAC.WT ...... 2.94 –0.11 ...... 27.64 5.25 Veoneer VNE ... dd 27.14 +3.83 –4.92 ... –2.55 ... 20.90 8.56 Yext YEXT ... dd 17.12 +0.91 –1.09 ... –.17 ... 12.69 102.80 52.50 TransUnion TRU .3 54 91.91 +0.64 1.81 2.99 ... .075 4.43 Suzano SUZ ... dd 11.79 +0.26 –1.06 –2.10 1.19 ... 152.29 76.99 Travelers TRV 2.3 14 145.84 +2.60 10.52 10.86 11.83 .85 24.66 5.70 Veritiv VRTV ... 71 22.85 –0.18 –1.84 ... 1.95 ... 5.39 2.70 YirenDigital YRD ... 9 3.75 +0.15 1.81 2.22 6.51 ... 19.99 10.30 Switch SWCH 1.2 cc 16.51 –0.03 .11 ...... 05 11.90 10.10 TrebiaAcqn TREB.UT ...... 11.71 +0.21 ...... 61.95 48.84 Verizon VZ 4.4 13 57.47 +0.09 4.65 ... 4.99 .6275 47.70 14.84 Youdao DAO ... dd 34.53 +7.47 ...... 56.90 9.60 SwitchbackEner SBE.UT ...... 45.81 –0.83 ...... 11.23 9.72 TrebiaAcquisition TREB ...... 11.04 +0.19 ...... 16.07 1.50 VermilionEnergy VET .0 dd 5.33 –0.01 .16 ... –.33 .1729 11.25 10.00 YucaipaAcqn YAC.UT ...... 11.12 +0.20 ...... 49.48 9.38 SwitchbackEnerA SBE ... cc 39.62 –1.81 .06 ...... 2.97 0.95 TrebiaAcqnWt TREB.WT ...... 2.30 +0.12 ...... 19.34 7.36 Verso VRS 3.2 3 12.57 +0.03 2.74 –2.77 .57 .10 10.68 9.59 YucaipaAcqnA YAC ...... 10.52 +0.17 ...... 20.88 0.30 SwitchbackEnerWt SBE.WT ...... 17.91 +0.54 ...... 7.32 4.23 TrecoraResources TREC ... 16 7.08 +0.06 –.61 .23 .32 ... 21.49 4.75 Vertiv VRT .0 dd 20.01 +0.50 .05 .84 1.17 .01 2.28 0.76 YucaipaAcqnWt YAC.WT ...... 1.69 –0.03 ...... 13.18 11.37 SwitchbackII SWBK.UT ...... 12.42 +0.25 ...... 110.66 54.95 YumBrands YUM 1.8 31 107.09 +0.47 4.14 3.46 4.00 .47 40.69 23.71 11.31 Tredegar TG 3.1 dd 15.67 –0.75 1.45 .91 1.11 5.97 69.32 11.25 Viad VVI .0 dd 39.08 +1.93 1.02 –5.59 .11 .10 12.15 SynchronyFin SYF 2.4 17 37.37 –1.40 5.56 2.01 3.77 .22 61.18 38.33 YumChina YUMC .8 32 58.72 +1.56 1.89 1.48 1.98 .12 91.62 53.98 33.50 TreeHouseFoods THS ... dd 40.52 +1.25 –6.42 2.73 3.04 ... 15.75 3.16 VinceHolding VNCE ... dd 8.79 –0.51 2.55 –3.01 –.77 ... 26.08 Synnex SNX .0 9 89.78 +2.26 10.21 7.73 7.35 .20 30.88 38.99 21.58 ZTO Express ZTO .0 35 33.04 +3.52 ...... 29 39.05 ...... TrepontAcqnI Wt TACA.WT ...... 1.87 ...... 11.53 Vipshop VIPS ... 29 29.41 +1.17 ... 8.44 ...... 10.91 SynovusFin SNV 3.5 16 37.29 –0.82 3.47 2.18 ... .33 11.25 10.10 TrepontAcqnI TACA.UT ...... 11.04 +0.55 ...... 42.49 9.06 VirginGalactic SPCE ... dd 34.28 +3.85 –1.09 ...... 154.24 50.23 Zendesk ZEN ... dd 150.81 +7.47 –1.53 ... .78 ... 83.84 26.00 Sysco SYY 2.4 dd 75.19 –0.38 .42 ...... 45 165.93 74.37 ZimmerBiomet ZBH .6 dd 161.01 +0.89 5.47 5.64 7.98 .24 40.09 ...... TrepontAcqnI A TACA ...... 10.17 ...... 7.79 3.70 VirnetX VHC .0 1 5.62 –0.07 –.28 ...... 1.00 14.00 Systemax SYX 1.4 25 40.03 +1.24 1.28 1.70 1.93 2.00 98.52 28.11 Trex TREX ... 68 98.16 +7.01 1.24 ...... 220.39 133.93 Visa V .6 42 202.02 +0.43 4.89 5.47 6.84 .32 176.64 90.14 Zoetis ZTS .6 47 163.33 +1.77 3.11 3.79 4.24 .25 21.35 5.89 TriPointe TPH ... 10 21.33 +3.57 1.47 ... 2.60 ... 23.92 11.23 Vishay VSH 1.6 34 23.16 +0.63 ... .91 1.34 .095 17.79 6.21 Zuora ZUO ... dd 15.05 +1.64 ... –.12 –.09 ... T 85.08 27.79 TriNet TNET ... 19 80.67 +0.30 2.99 4.25 ...... 37.08 16.56 VishayPrecision VPG ... 32 33.74 –0.40 ... 1.28 1.56 ... 59.03 20.33 Zymeworks ZYME ... dd 52.16 –2.52 –3.83 –4.19 –4.97 ... 28.74 14.53 TrinityIndustries TRN 3.0 dd 28.06 +0.46 1.07 .38 .66 .21 8.01 1.80 VistaOil&Gas VIST ... dd 2.70 –0.04 ... –.92 –.13 ... 84.43 44.24 TAL Education TAL ... dd 76.00 +10.40 ... .18 .79 ... 57.40 14.16 Trinseo TSE .6 dd 55.42 +0.59 2.28 ...... 08 30.15 4.29 VistaOutdoor VSTO ... dd 29.31 +1.15 –2.68 2.72 2.41 ... NYSE ARCA 57.92 32.37 TC Energy TRP 5.5 13 44.35 –0.06 3.23 ... 3.30 .6328 24.79 9.13 Triple-S Mgmt GTS ... 11 24.53 +0.76 3.97 2.80 3.30 ... 23.60 11.30 Vistra VST 2.5 12 21.34 –0.17 1.86 2.09 ... .135 .65 42.98 18.00 TC PipeLines TCP 8.4 8 31.10 +0.10 3.74 3.91 3.48 14.19 2.80 TriplePtVent TPVG 10.5 11 13.69 +0.19 1.28 1.57 1.52 .10 1.89 0.23 VistraWt VST.WTA ...... 51 +0.01 ...... 14.07 5.19 EmpireStateReal250 FISK .0 ... 8.95 –0.38 ...... 105 131.97 48.62 TE Connectivity TEL 1.5 dd 128.39 +0.44 –.73 5.37 6.08 .48 52.40 19.80 TritonIntl TRTN 4.6 14 49.11 –1.28 4.54 4.35 5.89 .57 32.00 8.51 VivintSmartHome VVNT ... dd 20.58 –2.50 .14 –2.47 –1.94 ... 14.10 5.25 EmpireStateReal60 OGCP .0 ... 9.17 –0.03 ...... 105 18.31 9.61 Tegna TGNA 1.8 11 15.73 +0.83 1.31 2.24 ... .07 25.66 3.02 TriumphGroup TGI .0 dd 12.43 –0.25 –.56 –.28 ... .04 163.17 86.00 VMware VMW ... 36 134.50 –0.31 ...... 17.23 46.15 14.17 5.19 EmpireStateRealES ESBA .0 ... 9.00 –0.34 ...... 105 21.04 13.54 Telus TU 4.7 27 20.77 –0.07 1.09 .83 .94 .2389 3.97 Tronox TROX 1.6 3 17.04 +2.38 –.78 .56 1.33 .07 15.89 VoceraComm VCRA ... dd 46.08 +3.06 –.57 .48 .59 ... 92.00 16.88 US Oil Fund USO ...... 35.23 –0.11 ...... 33.99 9.59 Ternium TX ... 23 29.34 –1.11 2.93 1.67 4.19 ... 23.17 12.02 TrueBlue TBI ... dd 20.17 +0.91 1.61 1.67 ...... 39.00 26.36 Vontier VNT ...... 33.81 –1.29 2.37 2.49 2.44 ... .53 19.40 5.91 USBrentOilFd BNO ...... 13.74 +0.06 ...... 56.03 15.24 TFI Intl TFII 1.8 18 51.24 –0.64 2.80 3.16 3.58 .228 56.35 24.01 TruistFinl TFC 3.5 17 51.18 –0.79 3.08 3.68 4.39 .45 68.50 27.64 VornadoRealty VNO 5.6 cc 37.90 –0.66 16.21 –1.02 .13 31.25 8.19 USGasolineFd UGA ...... 26.57 +0.37 ...... 70.96 32.72 TJX TJX 1.6 cc 66.91 –1.55 2.67 ...... 26 23.85 7.06 TsakosEnergy TNP 2.8 5 8.89 +0.05 –1.60 1.87 1.71 .125 63.81 29.75 VoyaFinancial VOYA 1.0 dd 57.78 –1.73 –2.58 2.86 5.60 .15 15.67 8.22 US NatGas UNG ...... 9.01 –0.95 ...... 37.36 10.00 TPGPaceBenFin TPGY.UT ...... 28.67 +2.88 ...... 19.24 5.79 TufinSoftware TUFN ... dd 18.25 +0.89 –1.04 –.68 –.61 ... 168.24 65.56 VulcanMatls VMC .9 35 158.37 –2.55 4.63 ...... 34 9.25 7.10 US12mthNtlGas UNL ...... 7.81 –0.53 ...... 33.88 9.76 TPGPaceBenA TPGY ...... 26.10 +1.47 ...... 38.59 1.15 Tupperware TUP ... cc 33.50 +0.96 .25 2.08 3.05 ... 11.70 10.10 VyGlblGrowth VYGG.UT ...... 11.65 +0.25 ...... 21.43 9.50 US12moOilFd USL ...... 18.21 –0.10 ...... 10.50 1.55 TPGPaceBenWt TPGY.WT ...... 9.00 +0.55 ...... 6.36 4.36 TurkcellIletism TKC ... 9 5.54 –0.03 .66 ...... 11.38 9.63 VyGlblGrowthA VYGG ...... 11.21 +0.29 ...... January 25, 2021 BARRON’S M19 Nasdaq Issues

Nasdaq Issues includes stocks traded on the Nasdaq Global Select and Nasdaq Global Market tiers. They are eligible for inclusion on the basis of SEC-approved market FIVE-DAY NASDAQ COMPOSITE value of publicly-held shares, trading volume, price and number of market-makers. 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. New Leaf: President Biden quickly boosted green energy. Netflix’s sub- 66.38 12.00 AltraIndlMotion AIMC .4 dd 56.43 –0.10 .06 17.19 3.00 AutolusTherap AUTL ... dd 8.77 –0.25 ... scribers topped 200 million. Bitcoin prices faltered. The Nasdaq Com- A 54.00 9.40 AltusMidstream ALTM 12.6 dd 47.76 –4.15 1.50 182.32 103.11 ADP ADP 2.3 28 161.98 +0.86 .93 19.43 7.90 AmalgamBank AMAL 2.1 11 15.03 –0.57 .08 13.49 4.00 AvadelPharm AVDL ... 21 6.75 +0.08 ... posite Index finished Friday at 13,543—higher by 4% for the week. 73.13 40.48 AAON AAON .5 51 72.74 +2.30 .19 20.80 3.36 Amarin AMRN ... dd 6.55 +0.48 ... 41.29 7.10 AviatNetworks AVNW ... 34 37.63 +2.06 ... Monday Tuesday Wednesday Thursday Friday 58.72 30.02 AcadiaPharm ACAD ... dd 52.83 –0.83 ... 18.43 3552.25 1626.03 Amazon.com AMZN ... 96 3292.23 +187.98 ... 4.67 AvidTechnology AVID ... 42 18.35 +2.08 ... 13580 40.96 20.03 ACI Worldwide ACIW ... 79 40.30 +1.85 ... 113.81 36.02 Ambarella AMBA ... dd 112.90 +8.55 ... 37.46 23.06 AvidityBio RNA ... dd 25.88 –0.58 ... 13.00 4.07 AC Immune ACIU ... dd 6.33 +0.40 ... 77.29 44.05 Amdocs DOX 1.9 19 70.78 +0.76 .3275 52.98 6.35 AvisBudget CAR ... dd 41.05 +2.06 ... H 113.87 15.95 ACM Research ACMR ... cc 97.60 +3.00 ... 314.41 132.95 Amedisys AMED ... 63 313.54 +19.65 ... 42.89 17.85 Avnet AVT 2.1 dd 39.29 +0.68 .21 4.59 1.45 ADMA Biologics ADMA ... dd 2.43 +0.37 ... 4.70 20.60 9.01 AmerantBancorpA AMTB ... cc 15.30 +0.13 ... 2.02 Aware AWRE ... dd 4.28 –0.16 ... 13425 19.65 6.25 AGNC Invt AGNC 8.9 dd 16.14 +0.49 .12 16.00 6.84 AmerantBancorpB AMTBB ... cc 12.50 ...... 40.62 12.99 AxcelisTechs ACLS ... 30 40.09 +5.17 ... O 1.46 0.28 ALJ Regional ALJJ ... dd 1.28 +0.05 ... 487.32 222.34 Amerco UHAL .0 18 474.62 +1.45 2.00 7.73 2.25 AxcellaHealth AXLA ... dd 5.99 +0.30 ... 117.45 28.01 AlxOncology ALXO ...... 81.47 –1.86 ... 8.10 3.52 AmerFirstMultifam ATAX 5.4 19 4.44 +0.06 .06 171.73 50.05 AxonEnterprise AAXN ... dd 170.26 +19.49 ... L 50.33 19.62 AMC Networks AMCX ... 20 49.38 +7.33 ... 30.78 8.25 AmerAirlines AAL .0 dd 15.82 +0.06 .10 56.67 15.25 AxonicsModul AXNX ... dd 56.55 +4.85 ... 13270 80.65 48.02 Amerisafe AMSF 1.9 12 56.20 –1.80 .27 104.97 65.14 AEP AEP 3.6 21 82.08 +1.61 .74 109.53 35.44 AxsomeTherap AXSM ... dd 74.65 –2.10 ... I 37.60 7.47 A-MarkPrecMet AMRK .0 4 28.61 +0.09 1.50 58.77 37.05 AmerElecPwrUn AEPPL 6.3 ... 48.47 +0.31 .7656 16.50 8.62 AyalaPharm AYLA ...... 13.15 +0.21 ... 17.05 4.10 ANGI Homesvcs ANGI ... cc 12.48 +0.50 ... 55.75 47.51 AmerElecPwrUn AEPPZ 6.2 ... 50.03 +0.83 .7656 18.00 10.55 AziyoBiologics AZYO ...... 15.30 +0.31 ... 68.19 23.55 ANI Pham ANIP ... dd 32.09 –0.04 ... 13.66 4.20 AmericanFin AFIN 10.9 dd 7.82 +0.03 .2125 D 380.76 200.07 Ansys ANSS ... 85 374.57 +10.29 ... 36.99 18.53 AmNtlBcsh AMNB 3.9 10 27.98 +0.17 .27 B 13115 23.60 7.19 ARKRestaurants ARKR ... dd 19.99 +0.31 ... 115.35 63.93 AmericanNatl ANAT 3.5 8 95.07 –2.63 .82 A 573.80 191.25 ASML ASML .4 58 569.45 +41.95 1.3957 (Prev Fri's 30.01 12.24 AmOutdoorBrands AOUT ...... 19.84 +0.11 ... 6.18 1.87 0.61 ATA Creativity AACG ... dd 1.35 +0.09 ... 1.51 BBQ Holdings BBQ ... 10 6.14 +0.90 ... Close) +198.68 +260.07 +73.67 +12.15 41.09 18.47 AmericanPubEdu APEI ... 26 29.58 –1.59 ... .14 Y 79.64 37.01 ATN Intl ATNI 1.5 dd 45.82 –1.21 .17 16.43 8.00 AmRvrBksh AMRB 2.1 12 13.31 +0.31 .07 13.86 7.73 BCB Bancorp BCBP 4.6 12 12.09 –0.13 12960 10.71 2.23 AveoPharma AVEO ... dd 8.39 +0.21 ... 21.48 9.05 AmerSoftware AMSWA 2.2 cc 20.11 +0.55 .11 12.03 2.01 BELLUS Health BLU ... dd 3.84 +0.13 ... 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 10 12 2 4pm 29.32 9.76 AVROBIO AVRO ... dd 14.59 +0.20 ... 31.78 4.40 AmerSupercond AMSC ... dd 29.35 +5.60 ... 6.08 2.07 BGC Partners BGCP 1.0 32 3.86 +0.06 .01 49.49 12.45 1.85 AXT AXTI ... dd 11.94 +0.35 ... 117.70 35.30 AmericanWoodmark AMWD ... 26 98.45 +1.79 ... 6.01 BJsRestaurants BJRI ... dd 45.21 –1.70 ... 24.69 17.71 Abcam ABCM ... cc 23.59 +0.59 ... 129.70 35.18 AmerCarMart CRMT ... 14 125.74 +3.75 ... 82.81 34.57 BOK Fin BOKF 2.6 13 79.12 –0.13 .52 45.18 33.56 8.35 BRP Group BRP ... dd 26.07 –0.85 ... 52-Week Tick Div 52-Week Tick Div 71.91 36.27 AbCelleraBio ABCL ...... 50.50 +6.09 ... 17.12 AmerisBancorp ABCB 1.4 13 44.32 +0.22 .15 High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 353.49 119.01 Abiomed ABMD ... 76 347.90 +18.21 ... 4.19 2.36 AmeriServFin ASRV 2.8 13 3.58 –0.03 .025 72.43 12.97 BRP DOOO .5 37 68.64 –0.40 .11 13.95 4.90 AbsoluteSftwr ABST 1.9 61 13.29 +0.59 .0633 264.97 177.05 Amgen AMGN 2.8 20 253.50 +8.01 1.76 52.79 12.94 B RileyFin RILY 3.1 30 47.86 –1.82 .375 7.57 0.98 CarrolsRestr TAST ... dd 6.90 +0.02 ... 114.76 60.62 AcaciaComms ACIA ... 72 114.48 +0.11 ... 25.39 6.25 AmicusTherap FOLD ... dd 21.09 –0.75 ... 18.00 9.25 BTRS BTRS ... cc 16.62 –0.13 ... C 21.02 6.30 CarterBkshrs CARE .0 dd 11.30 –0.72 .14 6.25 1.75 AcaciaResearch ACTG ... 44 5.74 +0.58 ... 19.05 5.40 AmkorTech AMKR .9 14 18.47 +0.43 .04 264.94 82.00 Baidu BIDU ... 26 252.75 +13.88 ... 8.61 1.85 CasaSystems CASA ... dd 7.94 +0.05 ... 132.50 78.30 Balchem BCPC .5 46 117.83 –4.32 .58 23.24 12.05 AcademySports ASO ...... 22.46 +0.28 ... 22.69 12.33 AmphastarPharm AMPH ... cc 18.70 +0.01 ... 12.93 8.42 Cadiz CDZI ... dd 11.05 +0.04 ... 63.58 34.35 CasellaWaste CWST ... 78 59.71 +4.57 ... 38.00 6.95 BallardPower BLDP ... dd 37.07 +6.25 ... 199.46 53.52 11.09 AcadiaHealthcare ACHC ... 46 52.01 +1.27 ... 15.50 7.62 AmrytPharma AMYT ...... 13.93 +0.43 ... 54.36 28.00 C&F Fin CFFI 3.9 8 39.48 +0.02 .38 114.01 CaseysGenStores CASY .7 22 197.41 +10.68 .34 136.25 50.80 AcceleronPharma XLRN ... dd 124.61 –1.58 ... 7.96 3.55 AmtechSystems ASYS ... dd 7.61 +0.46 ... 65.74 26.00 BancFirst BANF 2.1 22 64.53 +0.36 .34 30.75 16.25 CB FinSvcs CBFV 4.9 dd 19.45 –0.37 .24 57.94 28.85 CassInfoSys CASS 2.7 23 40.18 –1.41 .27 65.25 28.68 Accolade ACCD ... dd 59.09 +6.74 ... 12.21 1.40 Amyris AMRS ... dd 10.39 –0.90 ... 198.61 50.89 Bandwidth BAND ... dd 169.23 +7.13 ... 84.00 21.01 CastleBiosci CSTL ... dd 79.17 +5.03 ... 5.40 162.98 31.50 12.50 CBTX CBTX 1.4 25 28.70 +1.17 .10 1.33 Accuray ARAY ... 36 5.11 +0.36 ... 79.08 AnalogDevices ADI 1.6 47 155.58 –2.17 .62 36.24 14.20 BankOZK OZK 3.1 16 35.96 +0.69 .2775 57.00 29.12 CDK Global CDK 1.2 34 50.00 –1.70 .15 8.59 1.25 CatabasisPharm CATB ... dd 2.73 +0.12 ... 2.94 0.70 AcelRxPharm ACRX ... dd 1.91 –0.17 ... 31.29 12.06 AnaptysBio ANAB ... dd 25.54 –0.57 ... 11.48 5.68 BankofCommerce BOCH 2.3 13 10.25 –0.05 .06 38.00 17.58 CathayGenBncp CATY 3.4 13 36.82 +0.23 .31 24.28 26.22 146.95 73.39 CDW CDW 1.2 27 135.32 +1.66 .40 0.70 AclarisTherap ACRS ... dd 18.22 +12.34 ... 10.00 Andersons ANDE 2.8 dd 25.25 +0.64 .175 32.00 17.40 BankofPrinceton BPRN 1.7 12 23.28 –0.92 .10 69.79 20.45 CEVA CEVA ... cc 68.63 +14.70 ... 236.10 99.58 CavcoIndustries CVCO ... 28 195.10 +6.80 ... 9.00 3.53 CECO Env CECE ... 18 7.49 –0.14 ... 14.88 2.53 AcordaTherap ACOR ... 1 7.60 +0.90 ... 19.90 7.48 AngioDynamics ANGO ... dd 18.20 +0.19 ... 18.98 5.58 Bank7 BSVN 2.7 8 15.28 –0.56 .11 41.40 22.40 C4 Therap CCCC ...... 39.58 +1.27 ... 95.87 34.71 7.32 Cellectis CLLS ... dd 31.27 +0.36 ... 50.51 ActivisionBliz ATVI .4 33 94.43 +3.74 .41 47.48 22.01 AnikaTherap ANIK ... dd 38.96 –0.27 ... 12.99 6.73 BankFinancial BFIN 4.4 14 9.07 –0.45 .10 106.75 56.94 CH Robinson CHRW 2.1 29 97.80 +2.59 .51 19.50 11.48 CellularBiomed CBMG ... dd 18.24 +0.13 ... 38.99 22.26 AcutusMedical AFIB ...... 25.95 +2.29 ... 31.94 15.33 Annexon ANNX ... dd 27.02 –0.43 ... 29.26 12.07 BankwellFin BWFG 2.8 18 20.35 +0.23 .14 16.25 6.27 CimComm CMCT 1.9 dd 16.21 +2.36 .075 13.01 4.10 CelyadOncology CYAD ... dd 8.34 –0.03 ... 6.02 1.90 AdamasPharm ADMS ... dd 4.72 +0.26 ... 12.18 3.15 AnPacBioMed ANPC ...... 5.92 +0.18 ... 55.57 27.12 Banner BANR 3.2 16 51.83 +0.62 .41 6.05 1.62 CLPS CLPS ... 18 3.74 +0.39 ... 28.71 9.25 Centogene CNTG ... dd 12.24 +0.69 ... 13.40 2.00 AdaptimmuneTher ADAP ... dd 5.60 –0.12 ... 30.08 3.80 Apache APA .6 dd 16.38 –0.89 .025 47.51 22.19 Baozun BZUN ... 45 34.80 –0.84 ... 174.99 85.26 CMC Materials CCMP 1.1 35 167.54 +2.86 .44 71.25 44.80 23.82 CentralGarden CENT ... 19 42.51 +1.53 ... 15.19 AdaptiveBiotech ADPT ... dd 67.74 +2.65 ... 58.47 16.85 ApellisPharm APLS ... dd 45.68 –6.72 ... 88.15 27.25 BarrettBus BBSI 1.8 14 67.86 +0.14 .30 225.36 131.80 CME Group CME 1.8 31 184.04 –7.78 2.50 127.99 43.13 AddusHomeCare ADUS ... 59 127.80 +7.37 ... 14.01 1.95 Aphria APHA ... dd 12.92 +0.50 ... 23.52 4.25 BassettFurniture BSET 1.9 dd 23.35 +1.96 .125 41.10 21.66 CentralGardenA CENTA ... 18 39.54 +1.74 ... 38.80 31.44 13.25 CNB FinPA CCNE 3.0 10 22.95 –0.57 .17 14.40 2.91 CenturyAluminum CENX ... dd 11.46 –1.64 ... 6.49 1.50 ADDvantage AEY ... dd 3.04 +0.30 ... 13.77 ApogeeEnt APOG 2.1 14 37.88 +1.09 .20 23.50 9.67 BayCom BCML ... 13 15.30 –0.16 ... 61.69 22.51 CompassPath CMPS ...... 48.32 +5.82 ... 21.70 6.02 AdicetBio ACET ... dd 14.54 +1.44 ... 5.15 1.24 ApolloEnd APEN ... dd 4.41 +0.51 ... 44.33 11.67 BeaconRoof BECN ... dd 42.60 +0.09 ... 91.51 51.40 CenturyBancorpA CNBKA .9 12 83.36 +3.61 .18 61.39 21.96 CRA Intl CRAI 1.7 21 59.75 +1.95 .26 6.90 0.99 Ceragon CRNT ... dd 5.06 +0.21 ... 536.88 255.13 Adobe ADBE ... 44 472.44 +14.36 ... 17.68 5.20 ApolloInv AINV 10.1 dd 12.31 +0.15 .36 122.81 13.00 BeamTherap BEAM ... dd 99.51 –13.53 ... 220.20 32.30 CRISPR Therap CRSP ... dd 188.49 –11.39 ... 17.90 4.80 Adtran ADTN 2.1 dd 17.51 +0.80 .09 126.12 11.39 Cerence CRNC ... dd 124.71 +4.46 ... 186.59 81.01 AppFolio APPF ... 34 157.00 +4.08 ... 5.15 1.15 BeasleyBroadcast BBGI .0 dd 2.12 +0.11 .05 54.92 36.33 CSG Systems CSGS 2.1 22 45.78 +2.60 .235 12.63 3.52 AdvEmissions ADES .0 dd 5.38 –0.12 .25 31.45 81.75 53.08 Cerner CERN 1.1 31 79.90 –0.31 .22 216.41 29.07 Appian APPN ... dd 204.85 +35.15 ... 3.43 BedBath BBBY .0 dd 30.21 +4.62 .17 2.25 0.35 CSI Compressco CCLP 3.4 dd 1.17 –0.03 .01 125.55 33.38 AdvEnergyInds AEIS ... 44 118.83 +3.36 ... 139.85 376.45 41.79 29.70 Certara CERT ...... 37.33 +0.99 ... 53.15 Apple AAPL .6 43 139.07 +11.93 .205 118.55 BeiGene BGNE ... dd 374.50 +29.50 ... 15.85 4.51 CSP CSPI .0 dd 11.30 –0.13 .15 99.23 36.75 AdvMicroDevices AMD ... cc 92.79 +4.58 ... 8.87 2.71 Cerus CERS ... dd 7.26 +0.01 ... 8.45 2.29 AppliedGenetic AGTC ... dd 4.74 +0.21 ... 16.71 6.08 BelFuse A BELFA 1.6 49 14.64 –0.61 .06 127.64 50.13 CSW Industrials CSWI .4 38 126.00 +1.14 .135 13.92 7.89 AdvantageSolns ADV ... dd 11.22 –1.05 ... 110.88 29.02 2.89 ChampionX CHX ... dd 17.18 –0.51 ... 36.64 ApplMaterials AMAT .8 27 106.33 +3.19 .22 19.82 6.30 BelFuse B BELFB 1.7 70 16.49 +0.11 .07 97.54 46.81 CSX CSX 1.2 24 87.64 –5.78 .26 3.15 0.79 AdvantageSolnsWt ADVWW ...... 2.05 –0.42 ... 39.47 24.21 6.18 ChangeHlthcr CHNG ... dd 24.05 +0.05 ... 17.05 AppliedMolecular AMTI ... dd 38.96 +3.95 ... 19.98 6.09 Benefitfocus BNFT ... dd 13.99 ...... 22.22 14.92 CVB Fin CVBF 3.3 17 21.55 +0.44 .18 26.98 7.36 AdverumBiotech ADVM ... dd 13.39 +2.02 ... 81.63 30.71 ChangeHlthcrUn CHNGU 3.7 ... 81.32 +0.25 .75 17.57 5.00 AppliedOptoelec AAOI ... dd 10.47 –0.32 ... 54.62 27.00 BentleySystems BSY .3 ... 45.85 –5.72 .03 19.63 5.51 CabalettaBio CABA ... dd 14.22 +1.18 ... 23.35 11.40 Aegion AEGN ... dd 20.63 –0.30 ... 143.18 15.00 ChartIndustries GTLS ... 81 142.72 +7.84 ... 57.39 13.58 AppliedTherap APLT ... dd 19.73 –2.16 ... 113.53 50.26 BerkeleyLights BLI ... dd 81.03 –2.72 ... 142.11 51.39 CadenceDesign CDNS ... 36 137.42 +2.78 ... 11.38 3.50 AegleaBioTherap AGLE ... dd 7.63 –0.35 ... 681.71 345.67 CharterComms CHTR ... 51 646.69 +17.78 ... 41.12 4.66 ApreaTherap APRE ... dd 5.71 +0.56 ... 7.98 1.82 Berry(bry) BRY .0 dd 4.34 –0.37 .12 82.34 6.02 CaesarsEnt CZR ... dd 79.53 –0.47 ... 5.10 0.37 Aemetis AMTX ... dd 4.40 +0.78 ... 139.26 80.06 CheckPoint CHKP ... 22 129.40 +1.79 ... 6.47 1.60 Aptinyx APTX ... dd 4.00 –0.12 ... 197.50 48.18 BeyondMeat BYND ... dd 140.70 +0.60 ... 15.00 7.65 Caesarstone CSTE 4.1 51 13.76 +0.73 .14 22.75 9.01 AeriePharm AERI ... dd 16.81 +2.86 ... 23.10 8.61 CheckmatePharm CMPI ... dd 14.90 +1.66 ... 18.25 1.16 Aptorum APM ... dd 3.60 +0.29 ... 33.00 10.26 BicycleTherap BCYC ... dd 26.80 –0.23 ... 46.66 30.74 Cal-MaineFoods CALM ... 27 37.43 +0.96 ... 139.73 45.00 AeroVironment AVAV ... cc 133.25 +16.61 ... 11.02 43.86 14.52 Cheesecake CAKE .0 dd 42.36 +1.14 .36 2.81 ApyxMedical APYX ... dd 10.97 +1.05 ... 13.95 0.65 Big5SportingGds BGFV 3.3 7 12.13 +0.92 .10 11.47 3.70 CalAmp CAMP ... dd 11.44 +1.05 ... 10.66 3.81 AestheticMed AIH ... dd 5.08 +0.08 ... 40.33 3.55 ChefsWarehouse CHEF ... dd 28.62 +2.23 ... 9.47 1.41 AquestiveTherap AQST ... dd 5.67 +0.34 ... 162.50 57.26 BigCommerce BIGC ... dd 71.25 +8.88 ... 81.44 48.31 CalavoGrowers CVGW 1.6 dd 74.06 +0.77 1.15 7.48 1.42 Affimed AFMD ... dd 6.52 –0.36 ... 65.43 30.72 ChemoCentryx CCXI ... dd 64.40 +2.38 ... 14.94 3.34 Aravive ARAV ... dd 5.80 –0.06 ... 137.35 19.25 Bilibili BILI ... dd 133.75 +11.12 ... 21.00 9.11 CaliforniaBncp CALB ... 39 14.81 –0.19 ... 137.98 90.01 AffirmHldgs AFRM ...... 119.95 +2.95 ... 9.02 0.88 ArbutusBiopharma ABUS ... dd 4.05 +0.14 ... 41.39 21.75 ChemungFinl CHMG 3.0 9 34.69 –0.65 .26 361.47 155.17 Bio-Techne TECH .4 57 356.59 +8.88 .32 8.18 2.46 CalitheraBiosci CALA ... dd 3.10 –0.23 ... 30.98 13.98 Afya AFYA ... 36 23.47 –0.26 ... 50.39 13.54 ArcBest ARCB .7 31 48.44 +1.04 .08 7.75 2.88 Chiasma CHMA ... dd 4.20 +0.28 ... 49.49 27.15 BioAtla BCAB ...... 45.82 +0.44 ... 38.00 19.00 CalliditasTherap CALT ... dd 32.92 +2.82 ... 45.37 12.61 Agilysys AGYS ... dd 44.88 +2.38 ... 48.32 20.93 ArchCapital ACGL ... 12 33.31 –1.38 ... 27.99 4.66 ChickenSoupA CSSE ... dd 24.00 –1.53 ... 9.78 1.58 BioCryst BCRX ... dd 9.21 +0.41 ... 4.70 0.82 CalumetSpecialty CLMT ... dd 3.62 +0.42 ... 56.75 27.77 AgiosPharm AGIO ... dd 47.47 +1.80 ... 59.49 29.09 ArcoPlatform ARCE ... cc 35.95 –1.79 ... 72.50 9.25 Children'sPlace PLCE ... dd 64.41 +7.14 ... 5.98 2.85 BioDeliverySci BDSI ... 30 4.14 –0.17 ... 8.66 2.40 Calyxt CLXT ... dd 7.91 +1.85 ... 10.72 68.45 33.60 Agora API ... dd 46.38 +9.24 ... 129.71 8.51 ArcturusTherap ARCT ... dd 67.70 +8.01 ... 1.19 Chimerix CMRX ... dd 9.28 +1.34 ... 31.99 10.85 Biodesix BDSX ...... 27.59 –0.41 ... 34.57 3.57 CambiumNtwks CMBM ... cc 34.45 +5.85 ... 4.20 1.00 AgroFresh AGFS ... dd 2.03 +0.06 ... 40.88 17.10 ArcutisBiotherap ARQT ... dd 26.81 –1.82 ... 119.29 97.91 ChinaBiologic CBPO ... 33 118.26 –0.08 ... 374.99 223.25 Biogen BIIB ... 9 269.44 –6.40 ... 48.48 25.74 CamdenNational CAC 3.4 10 38.34 –0.19 .33 42.93 8.95 AirT AIRT ... dd 22.57 +0.97 ... 8.82 4.22 Ardelyx ARDX ... dd 7.22 +0.40 ... 31.40 3.65 ChinaFinance JRJC ... dd 9.50 +0.88 ... 131.95 68.25 BioMarinPharm BMRN ... 20 87.99 +5.02 ... 25.72 6.27 Camtek CAMT ... 50 23.71 –0.69 ... 2.75 0.01 AirT Wt AIRTW ...... 19 +0.04 ... 90.19 32.95 ArenaPharm ARNA ... dd 77.68 –2.82 ... 3.25 0.94 ChinaIndex CIH ... 5 2.08 +0.04 ... 131.00 28.00 BioNTech BNTX ...... 108.44 +6.85 ... 8.69 1.76 Canaan CAN ... dd 4.91 +0.06 ... 32.43 13.20 AirTransportSvcs ATSG ... dd 27.45 –0.01 ... 19.33 7.90 AresCapital ARCC 9.1 23 17.50 +0.30 .40 2.14 0.63 ChinaXDPlastics CXDC ... dd 1.14 +0.07 ... 73.10 27.35 BioTelemetry BEAT ... cc 71.97 –0.28 ... 64.49 12.00 CanadianSolar CSIQ ... 18 63.00 +11.73 ... 187.42 121.50 Airbnb ABNB ... dd 181.87 +12.60 ... 316.83 103.75 arGEN-X ARGX ... dd 310.98 +31.76 ... 24.30 13.12 Chindata CD ... dd 18.10 +0.44 ... 46.25 17.63 BlackDiamond BDTX ... dd 26.14 –0.80 ... 24.90 9.21 Canoo GOEV ... dd 17.00 +0.10 ... 120.00 75.18 AkamaiTech AKAM ... 32 109.06 +2.61 ... 54.78 29.05 ArrayTech ARRY ...... 51.05 +5.12 ... 21.68 6.70 ChinookTherap KDNY ... dd 15.03 –0.17 ... 83.70 38.22 Blackbaud BLKB .0 cc 66.04 +2.33 .12 6.70 0.15 CanooWt GOEVW ...... 4.81 –0.16 ... 26.61 13.71 2.09 AkebiaTherap AKBA ... dd 3.36 +0.31 ... 34.66 19.59 ArrowFinancial AROW 3.3 13 31.35 +0.27 .26 15.00 ChipMOSTechs IMOS ... 13 26.51 +1.23 ... 141.82 38.32 BlackLine BL ... dd 135.02 +9.28 ... 35.08 9.00 CanopyGrowth CGC ... dd 33.80 +0.41 ... 218.46 41.16 10.78 AkeroTherap AKRO ... dd 31.06 +1.82 ... 86.75 19.51 ArrowheadPharm ARWR ... dd 82.07 +1.33 ... 52.90 ChurchillDowns CHDN .3 dd 214.36 +7.03 .622 5.09 1.47 BlackRockCapInvt BKCC 13.8 dd 2.90 +0.18 .10 18.00 7.80 CanterburyPark CPHC ... 42 13.29 +0.04 ... 34.98 30.67 16.35 Akouos AKUS ...... 16.95 –0.81 ... 40.26 30.01 ArtesianRscs A ARTNA 2.7 21 38.39 –0.31 .2571 7.28 Chuy's CHUY ... dd 34.93 +1.76 ... 14.76 4.02 BlkRkTCPCap TCPC 10.1 29 11.89 –0.07 .30 14.98 6.98 CapitalBancorp CBNK ... 10 14.65 +0.19 ... 108.67 32.00 Alarm.com ALRM ... 66 97.00 –0.61 ... 92.77 19.68 Arvinas ARVN ... dd 84.09 –6.51 ... 4.45 1.30 CidaraTherap CDTX ... dd 2.51 +0.16 ... 3.92 1.44 AlaskaCommSys ALSK .0 18 3.29 ... .09 183.98 92.00 AscendisPharma ASND ... dd 160.66 +2.73 ... 23.65 4.54 BloominBrands BLMN 3.6 dd 22.15 +0.69 .20 30.58 15.61 CapitalCityBank CCBG 2.4 13 24.57 –0.93 .15 126.36 40.80 Cimpress CMPR ... 64 96.18 +2.38 ... 24.50 8.37 Blucora BCOR ... dd 17.09 +0.49 ... 13.40 5.18 CapitalProduct CPLP 4.3 6 9.27 –0.34 .10 115.53 46.07 CincinnatiFin CINF 2.7 18 87.32 –6.38 .60 35.93 9.12 Alector ALEC ... dd 16.59 –0.28 ... 2.53 0.83 AslanPharm ASLN ... dd 2.17 +0.25 ... 26.88 160.33 72.67 AlexionPharm ALXN ... 37 159.73 +3.03 ... 8.40 BlueBird BLBD ... 50 22.20 –0.19 ... 21.71 7.39 CapitalSouthwest CSWC 9.0 dd 18.31 +0.02 .10 6.00 0.25 Cinedigm CIDM ... dd 1.38 +0.55 ... 13.17 4.65 AspenGroup ASPU ... dd 9.91 +0.12 ... .75 37.76 22.55 Alico ALCO 2.3 10 30.94 –0.06 .18 147.53 94.50 38.95 bluebirdbio BLUE ... dd 46.64 –3.89 ... 55.20 8.40 CapitalaFinance CPTA .0 dd 16.48 +2.16 .4998 369.20 154.33 Cintas CTAS .9 36 324.48 –1.59 73.07 AspenTech AZPN ... 46 142.38 +0.58 ... 103.25 579.50 127.88 AlignTech ALGN ... 24 534.08 –33.15 ... 27.84 4.78 AssemblyBiosci ASMB ... dd 5.88 –0.25 ... 35.89 8.04 BlueCity BLCT ... dd 10.29 –0.58 ... 13.88 8.75 CapitolFedFin CFFN 2.6 28 13.18 –0.04 .13 47.04 CirrusLogic CRUS ... 38 98.56 –0.20 ... 37.51 68.83 2.20 0.53 BlueknightEner BKEP 7.8 dd 2.04 +0.02 .04 16.39 7.44 CapStarFin CSTR 1.3 14 15.09 –0.48 .05 50.28 32.40 CiscoSystems CSCO 3.2 18 44.77 –0.66 .36 12.82 AligosTherap ALGS ...... 32.85 +1.23 ... 25.17 AstecIndustries ASTE .7 cc 66.99 –0.07 .11 21.64 64.74 9.50 2.86 AlimeraSciences ALIM ... dd 8.00 +1.40 ... 64.94 36.15 AstraZeneca AZN 2.6 56 53.25 +1.91 .45 125.61 43.29 BlueprintMed BPMC ... 19 101.36 +0.37 ... 8.88 CaraTherap CARA ... dd 19.15 +0.59 ... 6.70 CitiTrends CTRN .0 43 61.27 –0.36 .08 23.02 11.98 Alkermes ALKS ... dd 22.19 –0.18 ... 28.38 6.30 Astronics ATRO ... dd 14.67 +0.53 ... 15.92 6.66 BoingoWireless WIFI ... dd 12.20 –0.10 ... 53.46 26.00 CardiovascularSys CSII ... dd 46.65 +1.98 ... 12.32 5.26 CtznCmntyBcp CZWI 1.9 10 10.80 –0.29 .21 157.96 41.61 Allakos ALLK ... dd 132.33 +3.82 ... 14.00 5.29 AstroNova ALOT .0 dd 10.53 +0.13 .07 2290.03 1107.29 BookingHldgs BKNG ... 62 2066.24 –52.99 ... 150.46 27.33 Cardlytics CDLX ... dd 122.02 +6.58 ... 27.94 16.02 CitizensHolding CIZN 4.6 17 20.79 +0.33 .24 13.53 5.00 BostonPrivFin BPFH 1.8 24 13.23 +0.53 .06 46.75 15.71 Cardtronics CATM ... 84 40.86 +0.15 ... 173.56 100.31 CitrixSystems CTXS 1.2 27 126.75 –5.25 .37 38.95 20.88 AllegianceBcshs ABTX 1.1 17 36.47 –0.01 .10 28.20 4.52 AtaraBiotherap ATRA ... dd 18.44 –0.17 ... 99.83 197.13 60.06 AllegiantTravel ALGT .0 dd 191.42 +5.52 .70 59.46 24.15 AteaPharm AVIR ... dd 54.27 +0.83 ... 57.22 27.82 Bottomline EPAY ... dd 51.69 –0.90 ... 13.04 CareDx CDNA ... dd 85.43 –2.72 ... 80.40 53.06 CityHolding CHCO 3.2 13 71.47 +0.42 .58 34.66 16.78 AllegroMicro ALGM ...... 33.50 +0.78 ... 15.67 5.63 Athenex ATNX ... dd 12.38 +1.27 ... 12.24 5.10 Brainsway BWAY ... dd 9.95 +1.86 ... 23.83 7.16 CareTrustREIT CTRE 4.3 27 23.01 +0.57 .25 17.75 7.85 Clarus CLAR .6 47 16.09 +0.40 .025 3.39 0.53 AllenaPharm ALNA ... dd 1.68 +0.20 ... 34.79 15.79 AthiraPharma ATHA ...... 20.06 –6.49 ... 32.23 16.51 BridgeBancorp BDGE 3.5 11 27.24 +0.26 .24 37.57 14.25 CarGurus CARG ... 55 31.41 –0.49 ... 11.66 1.05 CleanEnerFuels CLNE ... 65 10.57 +0.76 ... 71.84 14.23 BridgeBioPharma BBIO ... dd 69.48 +0.87 ... 12.70 9.50 CarLotz LOTZ ... cc 11.92 +0.39 ... 34.65 8.32 Clearfield CLFD ... 61 33.05 +5.71 ... 10.17 2.63 AllianceResource ARLP .0 dd 5.23 –0.29 .40 3.48 1.58 AtlanticAmerican AAME ... 41 2.40 +0.07 ... 4.32 60.28 37.66 AlliantEnergy LNT 3.3 18 49.41 –0.06 .4025 20.21 8.89 AtlCapitalBcshs ACBI ... 16 17.52 +0.09 ... 29.05 14.06 BridgfordFoods BRID ... 22 17.45 –0.53 ... 3.10 0.44 CarLotzWt LOTZW ...... 2.52 –0.19 ... 1.10 ClearsideBiomed CLSD ... dd 3.79 –0.22 ... 55.09 19.00 AlliedMotionTech AMOT .2 33 50.27 +0.05 .03 37.82 18.55 AtlUnionBkshs AUB 2.7 19 36.85 +0.37 .25 19.46 5.44 Brightcove BCOV ... dd 18.93 +1.37 ... 34.98 15.21 Carlyle CG 3.0 dd 33.40 –0.30 .25 17.45 9.87 CloverHealth CLOV ... dd 13.55 +0.31 ... 55.00 17.43 AllogeneTherap ALLO ... dd 30.76 –1.63 ... 47.15 17.74 AtlanticaSust AY 3.6 75 46.19 +2.19 .42 48.25 12.05 BrighthouseFin BHF ... dd 40.56 –1.61 ... 17.29 1.04 CarParts.com PRTS ... dd 12.34 –0.67 ... 5.45 1.33 CloverHealthWt CLOVW ...... 3.58 +0.36 ... 15.25 6.44 Allot ALLT ... dd 14.57 +1.02 ... 29.90 5.00 Atlanticus ATLC ... 9 26.46 +2.30 ... 469.47 155.67 Broadcom AVGO 3.1 74 465.02 +19.17 3.60 48.96 18.15 AlloVir ALVR ... dd 42.69 –2.24 ... 69.08 14.97 AtlasAir AAWW ... dd 53.56 +0.30 ... 19.55 7.10 BrookfieldProp BPY 7.8 dd 17.08 –0.17 .3325 17.07 4.56 AllscriptsHlthcr MDRX ... dd 17.02 +0.38 ... 14.14 4.95 AtlasTech ATCX ... dd 9.81 –0.27 ... 19.51 7.15 BrookfieldPropREIT BPYU 7.7 dd 17.25 +0.04 .3325 175.41 84.97 AlnylamPharm ALNY ... dd 172.38 +6.02 ... 250.03 110.01 Atlassian TEAM ... dd 235.45 +12.52 ... 16.00 8.13 BrooklineBcp BRKL 3.5 24 13.06 –0.10 .115 NOTICE TO READERS: 31.32 5.82 Alpha&OmegaSem AOSL ... cc 30.86 +2.49 ... 29.35 10.88 Atreca BCEL ... dd 15.09 +0.03 ... 85.64 21.19 Brooks Auto BRKS .5 96 84.42 +6.69 .10 1932.08 1008.87 Alphabet A GOOGL ... 38 1892.56 +164.94 ... 59.80 23.17 AtriCure ATRC ... dd 59.07 +2.47 ... 61.26 30.78 Bruker BRKR .3 60 60.84 +1.80 .04 Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters 1934.86 1013.54 Alphabet C GOOG ... 38 1901.05 +164.86 ... 755.00 567.00 Atrion ATRI 1.0 41 736.00 +2.00 1.75 40.03 22.20 BrynMawrBank BMTC 3.2 20 33.37 –0.35 .27 14.97 2.19 Alphatec ATEC ... dd 14.81 +0.56 ... 65.55 22.51 AuburnNatlBncp AUBN 2.4 18 41.85 –0.01 .255 43.48 9.00 BuildersFirstSrc BLDR ... 23 42.88 +2.01 ... 16.37 2.05 AlpineImmune ALPN ... dd 13.12 –0.04 ... 44.94 9.00 AudioCodes AUDC .8 cc 32.81 +2.09 .14 19.92 9.57 BurgerFiIntl BFI ... dd 13.36 –0.03 ... Please visit the new Market Lab home page on barrons.com under Data. 63.14 23.04 AltairEngg ALTR ... dd 59.75 –0.15 ... 20.48 9.83 AuriniaPharm AUPH ... dd 14.86 +1.55 ... 5.75 0.02 BurgerFiIntlWt BFIIW ...... 2.05 –0.08 ... 35.10 1.60 Altimmune ALT ... dd 14.35 +1.42 ... 6.06 1.40 AuroraMobile JG ... dd 3.98 +0.28 ... 37.97 18.64 BurningRockBio BNR ... dd 36.64 +2.34 ... www.barrons.com/market-data/market-lab 19.87 6.00 AltisourcePortf ASPS ... dd 11.17 –1.05 ... 321.13 125.38 Autodesk ADSK ... cc 299.17 –9.34 ... 26.64 9.17 BusFirstBcshs BFST 1.9 16 21.38 +0.08 .10 M20 BARRON’S January 25, 2021 Nasdaq Issues

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 11.63 3.62 ClovisOncology CLVS ... dd 6.68 +1.10 ... 27.10 11.75 DicernaPharma DRNA ... dd 24.64 +1.07 ... 11.20 2.60 GamidaCell GMDA ... dd 8.50 –0.89 ... 57.46 7.33 HibbettSports HIBB ... 17 54.28 –0.03 ... 23.53 8.41 CoastalFinl CCB ... 19 21.53 +0.05 ... 20.35 6.18 DigiIntl DGII ... 70 19.98 +0.90 ... F 50.99 13.04 Gaming&Leisure GLPI 5.8 20 41.30 +1.47 .60 21.82 4.20 HighPeakEner HPK ...... 18.07 +0.07 ... 292.00 188.08 CocaColaCon COKE .4 26 262.34 +7.16 .25 58.74 9.92 Digimarc DMRC ... dd 42.09 –2.79 ... 125.00 61.04 Garmin GRMN 2.0 23 123.83 +2.82 .61 8.90 0.52 HighPeakEnerWt HPKEW ...... 6.32 –0.12 ... 27.10 8.43 Codexis CDXS ... dd 25.96 +0.66 ... 20.10 10.59 DimeComBcshrs DCOM 3.2 15 17.67 +0.28 .14 77.25 35.15 FARO Tech FARO ... dd 76.00 +2.09 ... 13.84 9.38 GencorIndustries GENC ... 35 12.99 +0.41 ... 9.07 1.73 HimaxTechs HIMX ... cc 8.69 +0.62 ... 81.26 237.75 37.85 7.90 CodiakBioSci CDAK ...... 26.60 –1.70 ... 31.51 Diodes DIOD ... 36 79.86 +2.92 ... 204.55 79.78 F5Networks FFIV ... 41 204.32 +9.22 ... 11.10 4.62 GeneralFin GFN ... cc 8.76 +0.58 ... 125.55 HinghamSvg HIFS .8 10 237.75 +9.17 .70 22.72 10.62 CodorusValleyBncp CVLY 2.5 21 17.53 –0.26 .02 103.00 24.80 DiscoveryB DISCB ... 20 40.05 +2.45 ... 55.72 17.00 GenerationBio GBIO ... dd 30.25 –1.92 ... 16.69 9.52 HollysysAuto HOLI 1.4 12 14.05 –0.65 .20 6.40 2.80 FGFinancial FGF ... dd 3.63 +0.28 ... 28.74 14.88 1.18 CogentBio COGT ... dd 11.45 –0.45 ... 38.44 17.12 DiscoveryA DISCA ... 18 37.49 +0.73 ... 50.77 30.00 FRP Holdings FRPH ... 33 47.24 +1.80 ... 9.03 Genetron GTH ... dd 21.22 +1.13 ... 81.80 26.49 Hologic HOLX ... 18 75.70 –0.40 ... 92.96 53.20 CogentComm CCOI 4.5 cc 61.07 +1.53 .73 33.18 15.43 DiscoveryC DISCK ... 16 32.89 +0.54 ... 304.67 137.10 Facebook FB ... 31 274.50 +23.14 ... 22.48 3.63 Genfit GNFT ... dd 5.40 +0.02 ... 38.16 18.57 HomeBancorp HBCP 3.0 13 29.79 –0.26 .22 .01 22.27 88.15 35.20 Cognex CGNX .3 79 84.37 +0.33 2.00 8.27 2.00 DiversifiedHlthcr DHC .9 dd 4.42 –0.23 129.04 5.66 FangddNetwork DUO ... dd 8.88 +0.60 ... 44.83 16.24 Genmab GMAB ... 34 43.06 –1.34 ... 9.71 HomeBancShares HOMB 2.5 17 22.18 +1.07 .14 82.73 40.01 CognizantTech CTSH 1.1 30 80.56 +0.32 .22 3.60 0.53 DixieGroup DXYN ... 4 3.60 +0.38 ... 20.88 3.36 GenMarkDiagn GNMK ... dd 15.42 +1.28 ... 38.41 18.44 HomeStreet HMST 1.6 14 36.93 +0.44 .15 213.05 26.35 11.79 Fanhua FANH 7.0 dd 14.74 +1.21 .25 78.21 Coherent COHR ... dd 205.31 +53.36 ... 68.00 10.80 Docebo DCBO ... dd 53.01 –1.49 ... 15.08 3.40 FarmerBros FARM ... dd 5.77 +0.12 ... 37.75 19.48 Gentex GNTX 1.3 30 36.48 +0.60 .12 27.79 11.75 HomeTrustBcshs HTBI 1.6 18 20.64 –0.18 .08 23.03 10.86 CoherusBioSci CHRS ... 9 18.33 +0.60 ... 290.23 64.88 DocuSign DOCU ... dd 255.15 +5.87 ... .28 71.50 27.24 Gentherm THRM ... 62 68.36 +0.16 ... 22.38 8.70 HomologyMed FIXX ... dd 13.29 +0.35 ... 49.37 51.89 26.72 Fastenal FAST 2.3 32 47.72 –2.76 8.89 Cohu COHU .0 dd 48.36 +3.14 .06 3.42 0.78 Dogness DOGZ ... dd 2.07 +0.04 ... 15.21 4.61 GeospaceTech GEOS ... dd 8.73 –0.26 ... 36.49 12.30 HookerFurniture HOFT 2.2 dd 33.34 +1.11 .18 91.80 121.16 16.75 FateTherap FATE ... dd 97.19 –16.40 ... 13.26 CollectorsUniv CLCT .8 63 91.65 +14.17 .175 115.45 60.20 DollarTree DLTR ... 27 107.88 –0.46 ... 16.07 4.60 FedNat FNHC 6.3 dd 5.72 –0.14 .09 36.17 23.54 GermanAmerBncp GABC 2.2 16 34.40 –0.33 .19 14.67 7.03 HopeBancorp HOPE 4.5 12 12.42 +0.05 .14 25.59 13.00 CollegiumPharm COLL ... 48 23.93 –0.13 ... 74.74 7.62 Domo DOMO ... dd 72.61 +2.58 ... 2.40 0.75 Geron GERN ... dd 1.73 +0.08 ... 18.14 7.42 HorizonBancorp HBNC 2.8 12 17.35 +0.50 .12 94.74 51.56 22.65 FibroGen FGEN ... dd 47.56 +4.33 ... 103.02 13.79 33.93 ColliersIntl CIGI .1 60 92.51 +5.17 .05 16.19 11.22 DonegalGroup A DGICA 4.2 8 14.30 +0.10 .15 70.97 30.50 FidelityD&D FDBC 2.1 23 56.79 –5.21 .30 30.60 GibraltarInds ROCK ... 36 96.39 +0.34 ... 4.51 HorizonTechFin HRZN 8.7 20 13.74 –0.01 .10 15.71 8.70 ColonyBankcorp CBAN 2.8 14 14.35 –0.20 .10 14.61 10.51 DonegalGroup B DGICB 4.1 8 12.89 +0.14 .1325 15.61 2.72 FiestaRestaurant FRGI ... dd 15.38 +0.70 ... 30.01 2.96 GIIIApparel GIII ... 39 26.96 –0.59 ... 86.67 23.81 HorizonTherap HZNP ... 21 77.73 –0.99 ... 42.97 19.11 ColumbiaBanking COLB 2.7 21 42.00 +0.12 .28 10.50 4.70 GilatSatellite GILT 9.8 dd 10.10 +2.78 .63 17.46 7.86 HostHotels HST .0 dd 14.42 –0.27 .20 17.98 8.52 DorchesterMnls DMLP 11.2 16 12.42 –0.47 .3256 32.82 11.10 FifthThirdBncp FITB 3.5 17 30.90 –0.97 .27 17.34 10.27 ColumbiaFin CLBK ... 35 16.17 +0.19 ... 85.97 56.56 GileadSciences GILD 4.1 69 66.94 +3.61 .68 6.85 1.03 HoughtonMifflin HMHC ... dd 5.39 +1.36 ... 101.54 44.49 DormanProducts DORM ... 36 99.15 +1.39 ... 86.74 53.94 51job JOBS ... 33 68.88 +0.88 ... 99.23 51.82 ColumbiaSportswr COLM .0 50 92.26 –0.54 .26 51.27 26.66 GlacierBancorp GBCI 2.3 20 51.20 +1.08 .15 4.75 1.67 HoustonWire HWCC ... dd 3.79 +0.31 ... 17.85 6.11 DouYuIntl DOYU ... 35 12.81 +0.67 ... 31.74 12.78 FinInstitutions FISI 4.3 11 24.21 –0.42 .26 43.82 19.20 ColumbusMcKinn CMCO .6 60 43.29 +2.81 .06 10.55 4.04 GladstoneCap GLAD 8.4 dd 9.32 +0.06 .065 53.66 25.01 Huazhu HTHT ... dd 48.00 +2.47 ... 64.19 10.60 DraftKings DKNG ... dd 52.53 –1.17 ... 25.53 7.54 FireEye FEYE ... dd 22.64 +0.45 ... 52.49 31.71 Comcast A CMCSA 1.9 22 48.68 –0.01 .23 22.35 7.59 GladstoneComm GOOD 8.2 dd 18.38 –0.16 .1252 61.37 36.51 HubGroup HUBG ... 25 59.31 +0.33 ... 26.00 17.55 DreamFinders DFH ...... 21.39 +8.39 ... 37.60 17.32 FirstBancorpNC FBNC 2.0 14 36.54 +0.01 .18 73.17 43.34 CommerceBcshrs CBSH 1.6 24 69.39 –1.11 .27 13.94 6.43 GladstoneInvt GAIN 7.8 dd 10.79 +0.14 .07 14.17 6.06 HudsonGlobal HSON ... dd 13.43 +2.15 ... 32.95 25.30 DrivenBrands DRVN ...... 29.79 +3.10 ... 29.89 17.62 FirstBancorp FNLC 4.8 11 26.09 –1.11 .31 9.86 1.24 CommVehicle CVGI ... dd 8.93 +0.20 ... 16.76 9.61 GladstoneLand LAND 3.3 dd 16.43 +0.95 .0449 14.80 4.83 HuizeHolding HUIZ ... dd 6.41 –0.34 ... 25.16 14.55 Dropbox DBX ... cc 22.16 +0.08 ... 35.50 15.27 FirstBancshares FBMS 1.5 13 32.57 –0.43 .12 15.24 5.50 CommScope COMM ... dd 14.73 +0.01 ... 83.69 36.49 GlbBloodTherap GBT ... dd 47.65 –2.27 ... 156.74 75.29 JBHunt JBHT .7 31 146.14 –5.37 .27 51.26 35.10 DuckCreekTech DCT ...... 49.96 +4.21 ... 11.00 6.00 FirstBank FRBA 1.2 11 9.69 +0.13 .03 6.82 3.50 CommsSystems JCS .0 30 4.84 +0.09 .02 34.65 17.01 GlobalIndemnity GBLI .7 14 28.48 –0.02 .25 15.12 6.82 HuntingtonBcshs HBAN 4.3 20 13.84 –0.92 .15 17.30 2.82 DuluthHoldings DLTH ... 25 12.31 –0.35 ... 27.13 11.00 FirstBusey BUSE 4.0 13 23.25 –0.29 .23 45.70 26.45 CmntyTrBcp CTBI 3.9 12 39.37 +0.30 .385 17.28 8.51 GlobalWaterRscs GWRS 1.7 cc 16.63 +0.12 .0243 34.97 20.39 Hurco HURC 1.6 dd 32.37 –0.11 .13 32.32 15.60 DyneTherap DYN ...... 20.20 –8.41 ... 27.35 12.86 FirstBusFinSvcs FBIZ 3.2 11 20.41 +0.70 .165 11.50 5.27 CommWestBcshs CWBC 2.3 9 8.80 –0.24 .05 10.85 3.98 GluMobile GLUU ... cc 9.92 +0.95 ... 69.83 35.15 HuronConsulting HURN ... dd 58.30 +1.20 ... 655.44 276.08 FirstCitizBcshA FCNCA .3 14 632.81 +0.45 .47 60.26 24.26 CommVaultSys CVLT ... dd 59.84 +2.36 ... 5.19 1.82 GlycoMimetics GLYC ... dd 3.89 +0.04 ... 37.00 14.74 HutchisonChina HCM ... dd 34.13 +0.31 ... 19.90 5.94 Compugen CGEN ... dd 12.54 –0.47 ... E 31.32 17.21 FstCmntyBcsh FCBC 4.3 12 23.01 +0.04 .25 13.45 1.33 Gogo GOGO ... dd 12.27 +1.29 ... 77.40 41.59 Hydrofarm HYFM ...... 73.10 +2.87 ... 35.78 16.93 ComputerPrograms CPSI .0 20 30.73 +1.69 .10 21.97 9.01 1stConstBncp FCCY 2.3 10 15.46 –0.29 .09 26.25 10.01 GoHealth GOCO ...... 15.02 +0.02 ... 7.30 2.86 ComputerTask CTG ... 13 6.88 +0.36 ... 11.51 1.29 ECMOHO MOHO ... dd 2.54 +0.25 ... 6.86 1.56 FirstEagleAltCap FCRD 11.2 dd 3.57 –0.12 .10 8.20 1.30 GolarLNGPartners GMLP 2.4 8 3.43 +0.03 .0202 I 5.25 1.80 comScore SCOR ... dd 3.44 –0.06 ... 8.45 1.46 EDAP TMS EDAP ... dd 8.03 +1.34 ... 25.68 10.83 FirstFinBncpOH FFBC 4.4 13 20.78 +0.45 .23 15.12 4.54 GolarLNG GLNG ... dd 11.39 –0.66 ... 40.96 20.70 FirstFinBkshs FFIN 1.3 31 40.81 +0.84 .13 11.07 1.83 ComSovereign COMS ... dd 3.40 –2.60 ... 17.60 9.70 ESSA Bancorp ESSA 2.9 11 15.10 +0.32 .11 21.67 3.55 GoldenEnt GDEN ... dd 19.95 +0.50 ... 207.94 100.22 IAC/InterActive IAC ...... 200.52 +2.86 ... 37.34 11.48 ComtechTel CMTL 1.7 dd 23.86 +1.80 .10 30.00 10.12 EVO Payments EVOP ... dd 26.45 –1.04 ... 44.51 27.62 FirstFinIN THFF 2.6 11 41.19 –0.61 .53 27.18 8.82 GoldenNugget GNOG ... dd 20.69 –0.07 ... 123.48 15.47 7.90 FirstFinNW FFNW 3.1 15 13.02 +0.37 .10 22.79 9.27 IBEX IBEX ...... 20.33 +0.61 ... 80.00 Concentrix CNXC ...... 118.64 –1.59 ... 4.25 2.00 EXFO EXFO ... dd 3.85 +0.03 ... 14.47 0.22 GoldenNuggetWt GNOGW ...... 8.59 –0.21 ... 91.33 47.75 ICF Intl ICFI .7 25 81.54 +1.81 .14 13.50 5.47 ConcertPharm CNCE ... dd 10.80 –1.05 ... 22.91 11.74 EagleBncpMT EBMT 1.9 8 20.80 –1.16 .0975 22.11 8.01 FirstFoundation FFWM 1.3 12 21.29 –0.06 .07 5.59 2.52 GoldenOcean GOGL 5.6 dd 5.34 +0.11 .05 21.29 11.29 FirstGuarBcshs FGBI 3.8 9 16.72 +0.47 .16 236.51 158.01 ICU Medical ICUI ... 58 220.68 +5.21 ... 5.53 1.54 Conduent CNDT ... dd 5.25 +0.44 ... 28.91 8.89 EagleBulkShip EGLE ... dd 22.13 –0.64 ... 18.24 8.94 GolubCapital GBDC 7.9 91 14.77 +0.26 .29 20.75 2.95 IDEAYA Bio IDYA ... dd 18.40 +1.55 ... 5.00 2.00 Conifer CNFR ... dd 3.15 +0.02 ... 59.12 33.80 EaglePharm EGRX ... cc 47.70 –2.97 ... 31.25 13.56 FirstHawaiian FHB 4.1 18 25.13 –0.57 .26 64.22 33.51 GoodRx GDRX ... cc 44.48 +1.58 ... 32.49 10.47 FirstInternetBncp INBK .7 11 32.49 +1.64 .06 516.87 168.65 IdexxLab IDXX ... 86 492.86 +3.40 ... 25.08 8.86 ConnectOneBncp CNOB 1.7 12 21.55 –0.27 .09 63.67 32.58 Eargo EAR ...... 63.00 +8.22 ... 14.57 4.09 Goodyear GT .0 dd 11.45 –0.04 .16 43.95 24.50 FirstInterBanc FIBK 3.6 16 42.01 –0.72 .38 16.95 5.00 IEC Elec IEC ... 27 16.76 +1.13 ... 14.73 2.83 Conn's CONN ... dd 13.69 –0.72 ... 63.13 22.55 EastWestBncp EWBC 1.8 15 62.40 +0.88 .275 147.96 37.26 GooseheadIns GSHD .0 cc 136.10 –0.44 1.1495 42.19 21.18 FirstMerchants FRME 2.6 15 40.30 –0.52 .26 51.09 13.73 IES Holdings IESC ... 25 49.92 +1.95 ... 8.81 3.47 ConsldComm CNSL ... 11 5.72 +0.21 ... 17.05 11.74 EasternBankshares EBC ...... 16.23 –0.16 ... 9.47 2.00 GoPro GPRO ... dd 8.81 +0.09 ... 37.81 18.60 FirstMidBcshs FMBH 2.3 14 35.99 +0.73 .41 133.00 27.55 IGM Biosci IGMS ... dd 94.29 –2.86 ... 18.83 10.01 ConsldWater CWCO 2.7 39 12.82 –0.26 .085 29.94 15.28 Eastern EML 1.7 18 25.50 +0.45 .11 16.79 7.52 GossamerBio GOSS ... dd 10.46 +0.17 ... 95.00 21.48 10.31 FirstMidwestBncp FMBI 3.1 18 18.10 –0.36 .14 19.00 II-VI IIVI ... dd 93.87 +5.60 ... 50.90 17.00 ConstellPharm CNST ... dd 34.07 +1.89 ... 14.95 3.80 EbangIntl EBON ...... 5.15 –0.15 ... 28.88 21.08 GracellBiotech GRCL ...... 21.40 –2.60 ... 17.85 8.77 FirstNWBncp FNWB 1.5 18 16.32 –0.04 .06 59.14 9.30 I-Mab IMAB ...... 55.24 +5.72 ... 36.58 11.96 ConstructionPtrs ROAD ... 41 32.00 –2.44 ... 106.14 57.89 GrandCanyonEduc LOPE ... 17 86.61 –3.22 ... 1.99 61.06 26.02 eBay EBAY 1.1 8 56.46 +1.04 .16 109.62 28.47 FirstSolar FSLR ... 51 106.67 +10.09 ... 80.35 28.67 IndusRealty INDT .0 dd 65.51 –4.38 5.12 1.00 ConsumerPtfo CPSS ... 6 4.48 –0.04 ... 45.80 37.88 12.50 GraybugVision GRAY ...... 35.00 +2.94 ... 262.55 8.75 Ebix EBIX .7 15 45.63 +3.13 .075 50.12 26.07 1stSource SRCE 2.6 13 42.78 –0.20 .28 98.04 IPG Photonics IPGP ... cc 251.00 +7.08 ... 28.25 17.41 ContextLogic WISH ...... 24.75 –0.09 ... 31.23 14.17 EchoGlobalLog ECHO ... cc 29.12 +1.82 ... 8.15 2.25 GreatElmCap GECC 30.7 dd 3.24 –0.26 .083 15.00 5.06 IRSA Prop IRCP ...... 9.40 –0.57 ... 130.96 55.69 Copart CPRT ... 40 114.59 –1.19 ... 24.99 10.74 FirstUnited FUNC 3.2 9 16.15 –0.90 .13 3.33 1.31 GreatElm GEG ... dd 2.76 –0.03 ... 41.84 19.75 EchoStar SATS ... dd 23.08 –0.82 ... 22.31 10.75 FirstWesternFin MYFW ... 7 19.46 –0.75 ... 37.85 13.01 i3Verticals IIIV ... dd 28.62 –0.96 ... 36.03 20.94 Core-Mark CORE 1.5 25 33.62 +1.23 .13 99.95 14.01 EditasMedicine EDIT ... dd 65.76 –10.38 ... 14.84 6.75 GreatLakesDredge GLDD ... 13 14.59 +0.52 ... 7.98 2.64 IVERICbio ISEE ... dd 5.31 –0.40 ... 62.97 22.22 CornerstoneOnDem CSOD ... dd 43.29 –0.12 ... 90.56 51.15 FirstCash FCFS 1.8 19 58.41 –1.09 .27 59.96 32.23 GreatSouthernBncp GSBC 2.7 12 51.16 –0.33 .34 20.00 3.02 EducDev EDUC 2.7 11 14.99 +0.53 .10 6.86 2.72 FirsthandTechVal SVVC ... dd 5.15 +0.25 ... 69.10 34.00 IcahnEnterprises IEP 14.1 dd 56.77 +1.02 2.00 51.37 14.09 CorsairGaming CRSR ... 53 38.38 +0.25 ... 81.99 19.86 3.77 GreenPlains GPRE ... dd 19.47 +1.96 ... 42.05 7.59 EHang EH ... dd 77.20 +37.20 ... 145.84 57.38 FirstService FSV .5 83 136.30 –2.31 .165 13.68 Ichor ICHR ... 33 40.46 +0.85 ... 73.84 26.66 Cortexyme CRTX ... dd 32.10 –0.51 ... 14.79 3.47 GreenPlainsPtrs GPP 4.9 6 9.77 ... .12 14.97 152.19 60.40 eHealth EHTH ... 26 79.74 +8.68 ... 125.05 73.50 Fiserv FISV ... 82 107.28 –0.92 ... 3.01 iClickInteract ICLK ... dd 13.33 +1.54 ... 110.80 44.67 Corvel CRVL ... 46 104.40 –1.11 ... 132.54 28.39 EidosTherap EIDX ... dd 128.44 +1.93 ... 6.65 1.02 Greenlane GNLN ... dd 5.12 –0.36 ... 223.62 104.28 Icon ICLR ... 35 216.24 +5.89 ... 6.88 1.01 CorvusPharm CRVS ... dd 4.05 –0.01 ... 197.45 47.53 FiveBelow FIVE ... 97 189.67 –0.14 ... 10.24 5.00 GreenlightCapRe GLRE ... dd 8.22 +0.18 ... 13.99 4.55 EigerBioPharma EIGR ... dd 10.73 –0.29 ... 187.99 52.51 Five9 FIVN ... dd 179.27 +9.36 ... 1.92 0.51 IconixBrand ICON ... dd 1.53 +0.07 ... 951.18 500.24 CoStar CSGP ... cc 896.05 +42.33 ... 47.25 14.00 89bio ETNB ... dd 20.73 –0.65 ... 9.84 3.05 GreenSky GSKY ... 96 4.77 –0.20 ... 19.69 4.31 iHeartMedia IHRT ... dd 13.70 –0.10 ... 393.15 271.28 Costco COST .8 37 362.30 +0.14 10.00 24.70 1.75 FivePrimeTherap FPRX ... dd 14.79 +0.57 ... 1.88 0.24 Gridsum GSUM ... dd 1.82 +0.07 ... 20.33 6.15 ElPolloLoco LOCO ... 31 19.55 –0.05 ... 19.70 408.81 196.78 Illumina ILMN ... 94 406.25 +29.90 ... 27.08 13.55 CountyBancorp ICBK 1.9 25 21.21 –0.32 .10 5.36 Flex FLEX ... 30 19.55 +1.42 ... 25.73 13.40 Grifols GRFS 1.6 17 19.05 –0.03 .0097 163.81 110.00 ElbitSystems ESLT 1.3 27 135.24 –0.04 .44 18.87 5.01 FlexionTherap FLXN ... dd 11.54 –1.52 ... 62.71 12.90 Imara IMRA ... dd 14.04 +0.30 ... 369.12 99.01 CoupaSoftware COUP ... dd 341.90 +13.14 ... 3.30 0.32 electroCore ECOR ... dd 2.66 +0.89 ... 6.75 2.03 GrindrodShipping GRIN ... dd 4.93 –0.07 ... 13.71 4.23 Immersion IMMR ... dd 13.51 +0.84 ... 20.70 6.54 CovenantLogist CVLG ... dd 16.00 +0.21 ... 37.80 7.81 Flexsteel FLXS 1.1 dd 36.82 +1.69 .10 35.20 2.54 GritstoneOncology GRTS ... dd 27.11 +20.72 ... 39.68 147.36 85.69 ElectronicArts EA .5 33 146.00 +7.00 .17 59.44 23.85 FlirSystems FLIR 1.3 52 54.36 +0.67 .17 23.39 4.19 Immunic IMUX ... dd 17.38 –0.51 ... 4.05 Covetrus CVET ... dd 38.74 +1.86 ... 6.77 1.44 EloxxPharm ELOX ... dd 3.96 –0.17 ... 48.87 28.11 GroceryOutlet GO ... 42 39.95 +1.71 ... 8.10 1.95 Immunogen IMGN ... dd 7.38 +0.17 ... 30.94 5.75 Cowen COWN .7 7 27.18 –2.80 .08 6.48 1.02 Fluent FLNT ... cc 4.55 –0.04 ... 63.20 9.60 Groupon GRPN ... dd 32.49 –1.87 ... 5.94 1.46 Emcore EMKR ... dd 4.77 –0.19 ... 33.34 1.15 ImmunoPrecise IPA ... dd 15.75 +1.10 ... 170.10 53.61 CrackerBarrel CBRL .0 35 139.89 –1.17 1.30 12.45 1.17 Fluidigm FLDM ... dd 6.85 +0.67 ... 67.07 20.55 GrAeroportuario OMAB ... 28 47.89 –3.06 ... 58.59 38.40 EnantaPharma ENTA ... dd 47.67 +0.95 ... 53.75 8.34 Immunovant IMVT ... dd 42.19 –1.91 ... 539.00 199.00 CreditAcceptance CACC ... 14 325.19 –29.78 ... 21.32 8.86 FlushingFin FFIC 4.5 12 18.84 –0.23 .21 33.90 20.02 GuarantyBcshrs GNTY 2.4 13 33.15 +1.10 .20 49.01 15.27 EncoreCapital ECPG ... 4 30.24 –1.57 ... 51.97 7.95 0.53 Immutep IMMP ... dd 3.20 –0.26 ... 126.56 27.77 Cree CREE ... dd 114.37 –2.79 ... 12.17 FocusFinPtrs FOCS ... cc 51.64 +1.92 ... 24.66 12.70 GuarFedBcsh GFED 3.4 11 17.63 –1.24 .15 61.96 63.77 38.01 EncoreWire WIRE .1 20 60.11 –1.00 .02 28.27 14.03 FoghornTherap FHTX ...... 20.77 +1.25 ... 168.52 11.47 Impinj PI ... dd 61.22 +6.40 ... 17.99 6.21 CrescentCapBDC CCAP 10.5 16 15.60 +0.25 .41 55.90 GuardantHealth GH ... dd 159.92 +0.63 ... 108.11 39.55 InariMedical NARI ... cc 107.07 +11.21 ... 6.48 2.32 Cresud CRESY ...... 5.31 –0.53 ... 8.29 2.08 EndoIntl ENDP ... dd 6.93 –0.19 ... 56.33 31.45 FormaTherap FMTX ... dd 38.97 +1.47 ... 5.18 2.67 GulfIslandFab GIFI ... dd 3.69 +0.14 ... 9.49 50.57 110.37 62.48 Incyte INCY ... dd 97.89 +7.33 ... 24.46 10.63 CrineticsPharm CRNX ... dd 15.22 +1.01 ... 1.31 EnduranceIntl EIGI ... 74 9.48 +0.03 ... 16.35 FormFactor FORM ... 50 49.29 +0.47 ... 6.42 2.64 Gulf Resources GURE ... dd 4.29 –0.31 ... 15.25 6.11 EnergyRecovery ERII ... 37 14.55 +0.04 ... 99.06 36.75 FormulaSys FORTY .7 32 92.90 +8.70 .3704 81.81 49.25 IndependentBank INDB 2.4 21 78.08 –1.54 .46 22.48 5.89 Criteo CRTO ... 17 18.90 –0.59 ... 22.63 9.19 IndepBankMI IBCP 4.0 8 20.13 –0.14 .20 78.68 8.40 Crocs CROX ... 34 73.34 –1.85 ... 222.43 21.49 EnphaseEnergy ENPH ... cc 212.07 +21.48 ... 50.00 22.45 ForresterResearch FORR ... 67 44.14 +2.87 ... H 88.12 24.06 EnsignGroup ENSG .2 31 85.18 +0.48 .0525 21.56 3.45 Forterra FRTA ... 43 21.04 +1.50 ... 70.19 20.35 IndependentBank IBTX 1.8 15 67.33 –0.52 .30 11.75 4.00 Cronos CRON ... 44 10.65 –0.28 ... 24.37 12.95 IndLogistics ILPT 5.9 27 22.23 –0.08 .33 13.42 4.50 CrossCtyHlthcr CCRN ... dd 9.52 +0.41 ... 222.90 94.58 EnstarGroup ESGR ... 4 210.84 –4.52 ... 155.31 70.20 Fortinet FTNT ... 56 151.23 +4.70 ... 5.64 1.58 EntasisTherap ETTX ... dd 3.47 +0.83 ... 82.32 39.59 ForwardAir FWRD 1.0 43 80.36 +0.33 .21 32.75 9.12 H&E Equipment HEES 3.5 cc 31.40 +0.79 .275 11.51 3.68 Infinera INFN ... dd 9.73 +0.11 ... 14.50 5.66 CrossFirstBkshs CFB ... cc 12.16 +0.21 ... 113.68 20.71 9.11 HBT Finl HBT 3.9 10 15.19 –0.41 .15 4.38 0.60 InfinityPharm INFI ... dd 4.09 +0.91 ... 238.54 31.95 CrowdStrike CRWD ... dd 223.52 +4.01 ... 38.12 Entegris ENTG .3 58 112.33 +4.76 .08 13.61 2.69 Fossil FOSL ... dd 9.87 +0.04 ... .185 21.50 13.06 HMN Fin HMNF ... 10 18.03 +0.04 ... 9.70 2.52 InflaRx IFRX ... dd 5.71 +0.15 ... 43.00 27.01 CullinanMgmt CGEM ...... 38.50 +3.42 ... 33.56 19.27 EnterpriseBncp EBTC 2.6 11 28.28 +0.03 19.75 7.96 FosterLB FSTR ... 4 15.55 +0.54 ... 36.97 46.71 21.70 EnterpriseFinSvcs EFSC 1.9 13 37.22 –0.22 .18 51.00 35.01 4D Molecular FDMT ...... 47.42 +1.54 ... 18.20 HMS Holdings HMSY ... 60 36.74 +0.37 ... 4.11 1.61 InfoSvcsGrp III ... 53 3.60 –0.35 ... 5.08 2.77 CumberlandPharm CPIX ... dd 3.30 +0.06 ... 14.37 5.80 Hookipa HOOK ... dd 12.78 +1.69 ... 45.25 32.21 InglesMarkets IMKTA 1.5 5 43.42 +0.61 .165 15.13 3.00 CumulusMedia CMLS ... dd 9.37 –0.45 ... 25.98 9.90 Epizyme EPZM ... dd 11.45 –0.28 ... 39.42 19.81 FoxA FOXA 1.5 11 30.16 –1.33 .23 94.99 42.53 ePlus PLUS ... 18 92.27 +0.90 ... 38.44 19.13 FoxB FOX 1.6 11 29.17 –1.22 .23 18.90 9.50 HackettGroup HCKT 2.6 73 14.77 +0.34 .095 50.97 15.20 Inhibrx INBX ... dd 36.42 +2.79 ... 151.80 36.15 CureVac CVAC ...... 102.69 +2.34 ... 75.43 31.85 HailiangEduc HLG ... 32 65.60 –0.45 ... 61.81 13.14 InMode INMD ... 43 59.67 +1.86 ... 13.44 0.62 Curis CRIS ... dd 10.96 –1.84 ... 4.24 2.32 EpsilonEnergy EPSN ... 69 3.69 –0.38 ... 130.86 34.58 FoxFactory FOXF ... 62 124.65 +0.10 ... 27.05 2.20 Equillium EQ ... dd 6.01 +0.81 ... 32.88 5.75 Franchise FRG 4.7 ... 32.14 +0.32 .375 41.11 18.12 HainCelestial HAIN ... cc 39.96 –0.40 ... 8.23 3.30 InnatePharma IPHA ... dd 4.49 –0.03 ... 30.69 9.07 Cutera CUTR ... dd 27.54 +2.18 ... 18.52 2.28 HallmarkFin HALL ... dd 3.55 –0.06 ... 6.78 0.75 Innodata INOD ... dd 5.50 +0.44 ... 167.34 69.51 CyberArkSoftware CYBR ... cc 162.26 +2.26 ... 839.77 477.87 Equinix EQIX 1.5 cc 721.16 +13.40 2.66 75.33 41.25 FranklinElec FELE .8 37 73.25 +1.64 .155 49.55 28.75 12.49 EquityBcshs EQBK ... dd 23.53 –0.33 ... 21.69 14.62 FreelineTherap FRLN ...... 18.20 +0.52 ... 12.71 HalozymeTherap HALO ... cc 49.50 +2.07 ... 107.85 56.71 Innospec IOSP 1.1 65 96.61 –0.66 .52 43.48 12.77 CyberOptics CYBE ... 44 26.12 +0.45 ... 84.55 36.27 HamiltonLane HLNE 1.5 43 81.46 –0.50 .3125 8.24 1.20 InnovSolSuprt ISSC .0 33 6.34 –0.04 .50 261.20 130.20 ErieIndemnity A ERIE 1.8 43 236.45 –11.45 1.035 3.84 0.73 FreightCarAmer RAIL ... dd 3.52 +0.50 ... 8.96 2.08 CyclerionTherap CYCN ... dd 3.35 +0.13 ... 42.45 14.32 HancockWhitney HWC 2.8 dd 38.17 –1.60 .27 15.62 7.58 Innoviva INVA ... 6 12.34 –0.38 ... 13.95 3.50 ErytechPharma ERYP ... dd 11.50 +0.70 ... 12.19 5.95 FrequencyElec FEIM ... dd 10.85 –0.41 ... 9.06 1.21 CymaBayTherap CBAY ... dd 5.88 –0.21 ... 19.20 7.15 HanmiFinancial HAFC 2.6 12 12.47 –0.35 .08 55.55 26.57 Inogen INGN ... dd 46.92 +2.95 ... 23.80 4.69 Escalade ESCA 2.6 13 21.74 +1.00 .14 42.89 14.50 FrequencyTherap FREQ ... dd 38.73 +2.88 ... 86.77 43.72 CyrusOne CONE 2.9 dd 71.00 –1.33 .51 11.65 6.45 HarborOneBncp HONE 1.1 19 11.08 –0.11 .03 27.93 13.39 Inovalon INOV ... cc 25.93 –0.45 ... 76.98 23.90 EsperionTherap ESPR ... dd 25.93 +0.38 ... 149.87 40.79 Freshpet FRPT ... cc 148.72 +4.11 ... 30.14 8.00 Cytokinetics CYTK ... dd 20.36 +1.40 ... 8.57 4.44 Harmonic HLIT ... dd 8.09 +0.20 ... 33.79 3.14 InovioPharma INO ... dd 9.00 –0.66 ... 9.49 56.13 30.06 frontdoor FTDR ... 37 56.03 +2.15 ... 15.44 3.60 CytomXTherap CTMX ... dd 6.65 –1.28 ... 2.50 EtonPharm ETON ... dd 9.25 +0.18 ... 52.74 28.97 HarmonyBio HRMY ...... 36.58 –2.24 ... 31.65 16.10 InozymePharma INZY ...... 26.50 –1.40 ... 225.74 20.94 1.00 FuelCell FCEL ... dd 18.13 +2.29 ... 29.95 Etsy ETSY ... cc 213.59 +9.17 ... 25.24 10.27 HarpoonTherap HARP ... dd 21.70 –1.70 ... 182.22 55.72 Inphi IPHI ... dd 175.45 +5.03 ... 22.39 7.01 FulcrumTherap FULC ... dd 13.80 +2.80 ... D 167.32 61.27 EuronetWorldwide EEFT ... cc 139.29 +0.68 ... 8.94 3.33 HarrowHealth HROW ... dd 8.63 +0.68 ... 19.49 3.91 Inseego INSG ... dd 19.35 +5.23 ... 17.66 79.64 6.70 FulgentGenetics FLGT ... 34 69.24 –1.48 ... 3.01 EveloBiosci EVLO ... dd 15.71 +1.28 ... 4.65 1.39 HarvardBioSci HBIO ... dd 4.39 +0.05 ... 82.80 28.25 InsightEnt NSIT ... 18 82.24 +3.12 ... 17.36 8.89 FultonFin FULT 3.5 14 14.80 +0.28 .13 11.76 1.35 DBV Tech DBVT ... dd 5.93 +0.27 ... 8.30 0.61 Ever-Glory EVK ... dd 4.10 +0.65 ... 109.50 41.33 Hasbro HAS 2.8 34 97.48 +0.28 .68 42.77 12.09 Insmed INSM ... dd 42.00 +5.76 ... 15.88 3.12 Funko FNKO ... dd 11.71 –0.35 ... 3.17 0.71 DIRTT Envl DRTT ... dd 2.28 –0.08 ... 165.79 87.45 Everbridge EVBG ... dd 141.59 +3.54 ... 30.75 7.55 HawaiianHoldings HA .0 dd 20.74 +1.24 .12 28.16 10.00 InsteelInds IIIN .4 20 27.18 +2.77 1.50 48.50 10.02 FusionFuelGreen HTOO ... dd 21.17 –2.69 ... 42.62 17.09 DISH Network DISH ... 13 30.72 –2.40 ... 63.44 21.00 EverQuote EVER ... dd 40.63 +2.46 ... 59.89 26.82 Hawkins HWKN 1.7 17 54.50 +0.66 .2325 298.43 121.00 Insulet PODD ... cc 290.30 +9.10 ... 9.01 1.75 EverspinTech MRAM ... dd 5.89 +0.13 ... 19.00 11.21 FusionPharm FUSN ...... 12.61 +0.10 ... 70.67 53.48 20.15 DMC Global BOOM .0 dd 50.91 +0.93 .125 101.03 24.40 12.93 HawthornBcsh HWBK 2.6 10 20.26 –0.74 .13 34.21 IntegraLifeSci IART ... cc 69.30 +1.61 ... 18.77 10.26 DSP Group DSPG ... dd 16.65 +0.73 ... 6.94 0.75 Evogene EVGN ... dd 6.13 +0.05 ... 8.16 Futu FUTU ... cc 99.89 +30.51 ... 29.84 15.29 HaynesIntl HAYN 3.7 dd 23.87 –0.67 .22 69.29 43.61 Intel INTC 2.3 11 56.66 –0.92 .33 37.58 10.44 DXP Ents DXPE ... dd 27.04 +0.57 ... 10.69 2.85 Evolus EOLS ... dd 6.62 +0.79 ... 32.14 12.25 Headhunter HHR 1.4 63 29.56 +0.67 .50 92.00 9.18 IntelliaTherap NTLA ... dd 74.36 –7.53 ... 61.27 14.60 DadaNexus DADA ... dd 44.95 +1.95 ... 24.98 10.29 Exagen XGN ... dd 16.06 +0.71 ... G 51.94 17.48 HealthCatalyst HCAT ... dd 51.33 +3.02 ... 13.24 1.91 Intellicheck IDN ... dd 11.75 –0.53 ... 6.35 3.69 Daktronics DAKT .0 dd 5.23 –0.08 .05 27.80 13.67 Exelixis EXEL ... 46 22.14 –1.59 ... 33.03 15.80 HealthcareSvcs HCSG 2.6 26 31.21 +0.84 .205 73.48 34.20 InterParfums IPAR .0 59 59.17 –1.78 .33 118.13 28.88 Datadog DDOG ... dd 105.00 +5.16 ... 50.54 29.28 Exelon EXC 3.6 17 42.54 –0.82 .3825 14.24 7.03 GBS GBS ... dd 7.90 –0.35 ... 88.78 34.40 HealthEquity HQY ... cc 85.36 +8.75 ... 71.87 33.70 InteractiveBrkrs IBKR .6 29 68.85 –0.17 .10 47.47 4.61 Dave&Buster's PLAY ... dd 34.00 +0.34 ... 89.29 40.61 ExlService EXLS ... 38 86.60 +1.73 ... 15.36 9.00 GCM Grosvenor GCMG 1.8 72 13.39 +0.14 .06 27.69 17.95 HealthStream HSTM ... 48 25.11 +0.06 ... 100.11 23.78 InterceptPharm ICPT ... dd 29.46 +2.01 ... 3.25 0.32 DAVIDsTEA DTEA ... dd 2.84 +0.17 ... 23.22 3.55 ExOne XONE ... dd 22.55 +7.29 ... 3.13 0.21 GCMGrosvenorWt GCMGW ...... 1.82 +0.12 ... 22.75 15.65 HeartlandExp HTLD .4 22 19.49 +0.57 .02 68.36 31.04 InterDigital IDCC 2.1 35 67.91 +2.25 .35 2.93 0.84 DawsonGeophys DWSN ... dd 2.75 +0.16 ... 103.11 6.51 eXpWorld EXPI ... cc 102.92 +24.95 ... 114.44 43.27 GDS Holdings GDS ... dd 112.82 +7.78 ... 51.85 25.26 HeartlandFinUSA HTLF 1.7 13 45.89 +0.92 .20 17.49 5.06 Interface TILE .4 dd 11.03 +0.11 .01 71.11 33.10 DecipheraPharm DCPH ... dd 46.76 –3.31 ... 147.55 40.76 Expedia EXPE .0 dd 136.52 –4.17 .34 25.79 8.80 G1Therapeutics GTHX ... dd 20.81 –0.02 ... 34.88 17.99 Heidrick&Strug HSII 1.9 dd 31.96 –0.82 .15 42.86 15.60 IntlBcshs IBOC 2.6 16 42.18 +0.63 .55 93.94 12.39 DenaliTherap DNLI ... dd 79.13 +6.10 ... 97.24 52.55 ExpeditorsIntl EXPD 1.1 25 93.77 +0.58 .52 239.90 21.49 GRAVITY GRVY ... 32 181.50 –8.52 ... 238.37 104.02 HelenofTroy HELE ... 26 234.81 +13.99 ... 31.46 5.97 IntersectENT XENT ... dd 26.60 +2.62 ... 60.47 31.58 DentsplySirona XRAY .7 dd 57.23 –1.21 .10 97.84 58.03 Exponent EXPO .8 62 93.24 –0.95 .19 8.74 4.75 GSI Tech GSIT ... dd 7.89 +0.32 ... 59.88 29.03 HeliosTechnologies HLIO .6 83 58.50 +0.69 .09 7.95 3.17 Intevac IVAC ... 32 7.00 –0.31 ... 63.73 24.35 Descartes DSGX ... cc 62.50 +3.90 ... 15.73 5.35 ExtendedStayAmer STAY .3 dd 15.33 +0.25 .35 144.00 67.98 GWPharm GWPH ... dd 141.70 +5.97 ... 14.34 7.64 HemisphereMedia HMTV ... dd 10.12 –0.15 ... 34.95 10.94 Intra-Cellular ITCI ... dd 33.32 –0.46 ... 3.47 2.02 Deswell DSWL 2.8 dd 3.24 +0.13 .09 36.00 18.00 ExtractionOil XOG ...... 29.07 ...... 12.79 4.70 Gaia GAIA ... dd 9.70 –0.29 ... 74.89 41.85 HenrySchein HSIC ... 25 69.13 –2.33 ... 20.71 9.84 Intricon IIN ... dd 20.55 +2.45 ... 456.23 182.07 DexCom DXCM ... cc 370.12 +15.92 ... 8.05 1.43 ExtremeNetworks EXTR ... dd 7.79 +0.03 ... 274.03 93.01 Galapagos GLPG ... dd 111.19 +11.18 ... 12.44 6.04 HeritageCommerce HTBK 5.3 20 9.78 +0.06 .13 398.12 187.68 Intuit INTU .6 50 374.85 +3.84 .59 162.00 75.00 DiamondHillInvt DHIL .0 13 153.54 +1.53 12.00 21.00 3.51 EyePointPharm EYPT ... dd 9.90 –1.02 ... 17.99 11.57 Galecto GLTO ...... 12.27 –0.25 ... 29.79 11.30 HeritageCrystal HCCI ... cc 22.58 +0.31 ... 826.81 360.50 IntuitiveSurgical ISRG ... 84 744.08 –34.34 ... 84.01 14.55 DiamondbkEner FANG 2.4 dd 63.74 +4.51 .375 6.96 3.41 Ezcorp EZPW ... dd 4.74 +0.06 ... 18.57 5.58 GaleraTherap GRTX ... dd 11.68 +1.68 ... 27.48 14.65 HeritageFin HFWA 3.1 24 25.62 –0.33 .20 19.06 9.01 Inventiva IVA ... dd 18.00 +2.13 ... January 25, 2021 BARRON’S M21 Nasdaq Issues

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 24.22 8.49 Investar ISTR 1.5 15 17.76 +0.79 .065 47.70 14.31 LiAuto LI ... dd 34.44 +1.84 ... 19.42 8.88 MeridianBancorp EBSB 2.0 13 15.78 –0.22 .08 74.00 43.25 908Devices MASS ... dd 65.45 +3.00 ... 47.35 19.40 PRA Group PRAA ... 11 33.75 –1.93 ... 7.70 1.38 InvestcpCredit ICMB 11.9 dd 5.03 +0.11 .18 162.26 80.14 LibertyBroadbandA LBRDA .0 cc 153.65 +4.36 .4375 26.58 5.51 MeridianBiosci VIVO ... 22 22.97 +1.38 ... 48.16 6.08 NiuTech NIU ... cc 46.05 +8.06 ... 137.88 58.67 PRA HealthSci PRAH ... 39 132.26 +1.42 ... 12.57 6.31 InvestorsBancorp ISBC 4.0 15 11.99 +0.77 .12 165.23 86.20 LibertyBroadbandC LBRDK ... cc 154.57 +3.97 ... 26.00 10.68 Meridian MRBK 2.5 6 20.14 –0.95 .125 79.16 22.46 Nkarta NKTX ... dd 49.62 –1.67 ... 7.89 1.77 PRGX Global PRGX ... dd 7.63 +0.01 ... 194.26 96.45 InvestorsTitle ITIC 1.2 8 150.49 +2.13 15.00 26.63 15.24 LibertyGlobal A LBTYA ... dd 25.14 +0.37 ... 58.70 25.18 MeritMedical MMSI ... dd 57.81 +2.09 ... 38.56 9.04 nLIGHT LASR ... dd 35.98 +1.85 ... 132.33 43.90 PTC PTC ... cc 130.88 +6.76 ... 63.49 39.32 IonisPharma IONS ... cc 61.75 +0.47 ... 58.31 15.98 LibertyGlobal B LBTYB ... dd 24.92 +0.13 ... 8.86 1.49 MerrimackPharm MACK ... dd 7.56 –0.24 ... 23.94 1.81 NobleMidstream NBLX 10.0 7 12.49 –0.55 .1875 70.82 30.79 PTC Therap PTCT ... dd 63.36 –5.13 ... 54.21 18.70 IovanceBiotherap IOVA ... dd 47.55 –3.51 ... 25.99 14.36 LibertyGlobal C LBTYK ... dd 24.79 +0.35 ... 29.09 4.12 MersanaTherap MRSN ... dd 19.83 –1.26 ... 9.31 3.14 Noodles NDLS ... dd 8.77 –0.05 ... 103.19 49.11 Paccar PCAR 1.3 24 98.85 +10.69 .32 28.03 14.51 iQIYI IQ ... dd 20.62 +0.86 ... 19.09 7.55 LibertyLatAmA LILA ... dd 10.98 –0.49 ... 30.59 10.18 Merus MRUS ... dd 27.20 +3.89 ... 216.87 96.46 Nordson NDSN .8 45 191.99 –1.26 .39 41.65 2.20 PacBiosciCA PACB ... dd 37.42 +0.50 ... 282.64 56.54 iRhythmTechs IRTC ... dd 252.74 +2.17 ... 18.28 7.47 LibertyLatAmC LILAK ... dd 10.72 –0.42 ... 9.40 2.05 MesaAir MESA ... 9 6.61 +0.07 ... 27.67 6.20 NortheastBank NBN .1 9 26.87 +0.77 .01 7.50 2.95 PacificMercBncp PMBC ... 27 5.81 +0.04 ... 6.25 1.22 Iridex IRIX ... dd 4.93 –0.82 ... 45.73 16.87 LibertyFormOne A FWONA ... dd 36.67 +0.98 ... 307.97 181.90 MesaLab MLAB .2 dd 288.30 –7.03 .16 14.99 4.70 NorthernTechsIntl NTIC 1.8 dd 14.30 +1.17 .065 37.87 13.93 PacificPremBncp PPBI 3.1 88 36.19 +1.64 .28 50.83 16.87 IridiumComm IRDM ... dd 49.00 +2.45 ... 47.97 18.31 LibertyFormOne C FWONK ... dd 40.63 +0.90 ... 21.28 3.12 Mesoblast MESO ... dd 9.25 –0.47 ... 104.51 60.67 NorthernTrust NTRS 3.0 17 94.60 –1.84 .70 77.89 27.46 PaciraBioSci PCRX ... 24 67.86 –5.82 ... 99.80 32.79 iRobot IRBT ... 18 98.94 +9.73 ... 30.00 13.59 LibertyBraves A BATRA ... dd 26.10 +0.35 ... 41.00 13.09 MetaFinancial CASH .5 13 39.03 –0.18 .05 16.77 8.72 NorthfieldBanc NFBK 3.4 18 13.10 –0.12 .11 19.61 10.40 PactivEvergreen PTVE ...... 15.88 –0.53 ... 13.23 7.99 IronwoodPharm IRWD ... 15 10.34 –0.69 ... 29.99 13.20 LibertyBraves C BATRK ... dd 25.74 +0.22 ... 16.19 7.64 Metacrine MTCR ...... 9.56 +0.56 ... 40.63 17.32 NorthrimBanCorp NRIM 4.0 8 34.74 ... .35 37.52 13.84 PacWestBancorp PACW 3.1 dd 31.83 +0.90 .25 39.39 17.50 iTeosTherap ITOS ...... 32.75 –2.38 ... 51.11 22.54 LibertySirius A LSXMA ... 49 40.53 +0.65 ... 49.27 9.00 Methanex MEOH .4 dd 36.42 –4.49 .0375 16.40 8.52 NorthwestBcshs NWBI 5.5 25 13.86 +0.01 .19 121.87 39.21 Palomar PLMR ... cc 99.93 +1.87 ... 108.89 40.48 Itron ITRI ... dd 98.11 +1.10 ... 50.52 22.63 LibertySirius C LSXMK ... 49 40.38 +0.53 ... 18.50 8.31 MetroCityBkshs MCBS 2.7 10 15.04 +0.10 .10 36.70 18.52 NorthwestPipe NWPX ... 12 32.00 +0.47 ... 40.11 10.61 PanAmerSilver PAAS .9 cc 30.22 +0.89 .07 26.24 11.01 IturanLocation ITRN .0 dd 18.63 –0.16 .24 134.00 2.10 LibertyTripAdvB LTRPB ... dd 33.50 +2.36 ... 17.90 1.00 Michaels MIK ... 10 15.35 –1.12 ... 80.52 45.06 Northwestern NWE 4.3 17 55.43 –3.71 .60 27.75 10.28 PandionTherap PAND ... dd 18.12 –0.97 ... 7.18 0.86 LibertyTripAdvA LTRPA ... dd 4.42 +0.24 ... 155.36 53.15 MicrochipTech MCHP 1.0 64 150.13 +1.57 .3685 28.60 15.12 NortonLifeLock NLOK 2.4 5 20.67 +0.22 .125 102.25 28.55 PapaJohn's PZZA .9 cc 98.82 +3.62 .225 J 15.86 3.26 LifetimeBrands LCUT 1.1 dd 15.86 +0.81 .0425 87.25 31.13 MicronTech MU ... 31 82.28 +1.56 ... 37.25 21.20 NorwoodFin NWFL 4.1 13 25.42 –0.77 .26 7.27 2.50 ParatekPharma PRTK ... dd 6.66 –0.14 ... 8.89 1.43 LifewayFoods LWAY ... 24 6.14 +0.31 ... 232.86 132.52 Microsoft MSFT 1.0 36 225.95 +13.30 .56 81.16 25.70 NovaMeasuring NVMI ... 48 77.84 –0.32 ... 34.40 10.78 Park-Ohio PKOH 1.6 dd 31.05 –0.10 .125 143.59 135.54 6.46 2.90 PartnerComms PTNR ... cc 4.81 –0.19 ... 14.40 3.00 JakksPacific JAKK ... dd 6.31 +0.34 ... 57.24 LigandPharm LGND ... dd 142.62 +19.28 ... 631.60 90.00 MicroStrategy MSTR ... cc 577.03 –1.04 ... 66.44 Novanta NOVT ... cc 134.40 +5.89 ... 8.19 3.43 LimelightNetworks LLNW ... dd 4.55 +0.61 ... 9.74 0.15 MicroVision MVIS ... dd 6.76 +0.15 ... 189.40 6.26 Novavax NVAX ... dd 126.98 –0.45 ... 38.23 8.09 PassageBio PASG ... dd 19.81 –8.43 ... 186.92 105.67 J&JSnackFoods JJSF 1.5 cc 153.09 +2.17 .575 22.00 17.00 31.45 3.51 LiminalBioSci LMNL ... dd 5.16 –0.31 ... 28.10 15.50 MidPennBancorp MPB 3.1 9 22.93 –0.47 .05 182.74 53.40 Novocure NVCR ... cc 169.10 +1.55 ... PatriaInvts PAX ...... 19.90 +2.90 ... 96.20 32.70 JD.com JD ... 37 94.91 +7.14 ... 76.37 21.85 10.60 Limoneira LMNR 1.8 dd 16.93 +1.55 .075 149.39 41.73 Middleby MIDD ... 29 136.75 +2.79 ... 50.97 13.51 NuanceComms NUAN ... cc 48.80 ...... 16.70 PatrickIndustries PATK 1.5 21 72.42 +2.57 .28 108.21 41.33 Joyy YY .9 5 91.00 +0.92 .51 14.00 3.83 PatriotNatBncp PNBK ... dd 10.20 –0.20 ... 102.63 53.25 j2Global JCOM ... 22 97.43 +2.24 ... 8.99 1.69 LincolnEduc LINC ... 17 6.27 +0.03 ... 76.08 48.79 MiddlesexWater MSEX 1.5 34 73.84 +2.20 .2725 10.59 3.81 NuCana NCNA ... dd 6.16 –0.84 ... 123.74 59.30 LincolnElectric LECO ... 37 123.40 +5.15 ... 27.81 12.48 MidlandStBncp MSBI 5.5 18 19.56 –0.51 .2675 52.38 15.21 NurixTherap NRIX ... dd 46.05 +1.42 ... 14.63 8.06 PatriotTransport PATI .0 cc 8.86 +0.07 3.00 200.98 123.64 JackHenry JKHY 1.1 39 151.50 –3.05 .43 21.53 34.26 12.93 Patterson PDCO 3.2 dd 32.50 –0.03 .26 104.00 16.81 JackintheBox JACK 1.6 26 101.71 +2.16 .40 3.01 LiquiditySvcs LQDT ... dd 19.05 +1.04 ... 34.46 15.25 MidWestOneFin MOFG 3.3 cc 26.89 –0.10 .22 37.86 11.31 Nutanix NTNX ... dd 33.52 +2.74 ... 287.92 103.63 Littelfuse LFUS .7 73 279.23 +3.38 .48 23.25 1.69 MilestonePharm MIST ... dd 7.67 +0.65 ... 81.00 28.55 Nuvasive NUVA ... dd 56.93 –0.03 ... 8.98 1.61 PattersonUTIEn PTEN 1.3 dd 6.24 –0.35 .02 57.41 25.34 JamesRiver JRVR 2.5 32 47.55 –1.46 .30 99.95 47.87 Paychex PAYX 2.9 30 86.87 –1.50 .62 51.00 28.82 JamfHolding JAMF ... dd 34.14 +0.70 ... 77.29 33.40 LivaNova LIVN ... dd 66.44 –1.67 ... 41.55 14.39 MillerHerman MLHR 2.0 dd 36.78 +1.12 .1875 589.07 180.68 NVIDIA NVDA .1 90 548.50 +34.12 .16 171.69 52.45 7.57 LiveOakBcshs LOB .2 55 48.78 –0.39 .03 48.46 20.15 MillicomIntl TIGO ... dd 39.95 +1.43 ... 218.34 66.98 Paylocity PCTY ... cc 201.58 +12.21 ... 86.88 JazzPharma JAZZ ... 53 168.65 +0.94 ... 68.59 254.39 82.07 PayPal PYPL ... 95 252.00 +12.21 ... 21.65 6.61 JetBlue JBLU ... dd 15.29 +0.36 ... 14.08 LivePerson LPSN ... dd 66.00 +0.36 ... 59.48 25.14 Mimecast MIME ... cc 46.05 +1.79 ... O 10.98 5.60 LixiangEduc LXEH ... 16 8.57 –0.23 ... 2.72 1.45 Mind CTI MNDO 8.9 10 2.69 +0.06 .24 31.72 11.15 PeapackGladFinl PGC .8 14 25.56 –0.95 .05 95.20 57.14 JFrog FROG ... dd 64.74 +5.09 ... 147.26 38.01 Pegasystems PEGA .1 dd 143.34 +9.17 .03 30.00 1.60 Jiayin JFIN ... 7 3.70 +0.31 ... 11.90 1.95 Lizhi LIZI ... dd 3.82 +0.02 ... 15.22 1.81 MinervaNeurosci NERV ... dd 3.28 +0.57 ... 47.72 11.60 3.05 LogicBioTherap LOGC ... dd 9.07 +0.71 ... 249.42 66.01 MiratiTherap MRTX ... dd 214.45 –0.02 ... 13.60 ODP ODP .0 dd 47.51 +1.66 .25 171.09 17.70 Peloton PTON ... cc 159.75 +1.94 ... 121.50 48.76 JohnsonOutdoors JOUT .7 21 116.60 +6.69 .21 10.72 5.54 OP Bancorp OPBK 3.5 9 7.90 +0.25 .07 110.89 12.74 105.85 31.37 LogitechIntl LOGI .8 19 104.20 +3.29 .8729 27.43 9.14 MirumPharm MIRM ... dd 19.28 +0.94 ... 3.75 PennNational PENN ... dd 109.41 +10.30 ... 2.85 JounceTherap JNCE ... dd 12.55 +3.43 ... 6.47 1.12 OPKO Health OPK ... dd 4.41 –0.14 ... 25.10 0.99 PennVirginia PVAC ... dd 11.22 –1.13 ... 13.96 5.70 LoopIndustries LOOP ... dd 9.31 +0.21 ... 19.43 6.71 Misonix MSON ... dd 13.91 +1.87 ... 9.25 36.42 13.68 LoralSpace LORL .0 86 27.14 +1.24 1.50 16.60 11.75 MissionProduce AVO ... 40 16.20 +0.56 ... 1.24 Orbcomm ORBC ... dd 9.00 +0.68 ... 69.56 9.40 Pennant PNTG ... cc 62.71 +5.17 ... K 31.80 9.50 LordstownMotors RIDE ... dd 23.66 –0.57 ... 178.50 17.91 Moderna MRNA ... dd 131.02 +1.37 ... 496.61 251.52 OReillyAuto ORLY ... 20 457.31 –9.38 ... 6.73 1.76 PennantPark PNNT 9.3 dd 5.16 +0.04 .12 56.39 98.70 49.96 OSI Systems OSIS ... 27 92.61 –1.01 ... 33.39 18.72 PennsWoodsBncp PWOD 5.5 12 23.43 –0.38 .32 4.00 Lovesac LOVE ... dd 56.20 +7.32 ... 171.25 40.40 ModivCare MODV ... 84 169.39 +7.07 ... 11.25 317.60 110.19 KLA KLAC 1.2 37 305.01 +0.88 .90 0.98 O2MicroIntl OIIM ...... 10.60 +1.96 ... 16.37 9.37 People'sUtdFin PBCT 5.1 11 14.04 –0.38 .18 399.90 128.85 lululemon LULU ... 81 346.37 +1.87 ... 34.12 12.52 Momo MOMO .0 10 15.72 +1.05 .76 5.85 24.60 2.53 KLX Energy KLXE ... dd 7.82 –1.69 ... 112.08 59.06 Lumentum LITE ... 50 99.00 –7.32 ... 63.95 12.83 MonarchCasino MCRI ... 80 61.50 +0.74 ... 2.33 OaktreeSpec OCSL 7.7 21 5.74 –0.02 .11 35.48 17.91 PeoplesBncpOH PEBO 4.5 22 31.38 –0.49 .35 12.88 6.36 KVH Inds KVHI ... dd 12.83 +0.56 ... 47.80 9.45 LuminarTech LAZR ... dd 34.00 +3.46 ... 60.00 41.19 Mondelez MDLZ 2.2 26 56.25 –0.97 .315 16.88 2.80 OasisMidstream OMP 15.0 cc 14.40 –0.46 .54 30.25 13.30 PeoplesBncpNC PEBK 2.7 11 22.38 –0.95 .15 5.50 2.30 Kadmon KDMN ... dd 4.82 –0.04 ... 22.50 0.65 LuminarTechWt LAZRW ...... 20.74 +2.41 ... 8.93 1.15 MoneyGram MGI ... dd 6.46 –0.81 ... 45.87 20.00 OasisPetrol OAS ...... 39.36 –5.05 ... 49.14 29.01 PeoplesFinSvcs PFIS 3.6 11 40.35 +0.78 .36 112.00 50.49 KaiserAlum KALU 2.9 cc 99.61 –3.37 .72 41.69 20.61 Luminex LMNX 1.4 73 28.57 +1.04 .10 399.00 93.81 MongoDB MDB ... dd 384.12 +22.86 ... 6.30 1.63 ObsEva OBSV ... dd 4.24 +0.17 ... 148.77 101.42 PepsiCo PEP 3.0 27 138.59 –2.80 1.0225 14.68 5.04 KalaPharm KALA ... dd 7.43 –0.06 ... 36.72 6.74 LumosPharma LUMO ... dd 19.21 –1.98 ... 406.33 130.12 MonolithicPower MPWR .5 cc 396.91 +17.68 .50 24.80 11.60 OceanFirstFin OCFC 3.4 21 19.86 –0.25 .17 19.85 7.11 PerdoceoEduc PRDO ... 7 12.67 –0.12 ... 14.44 2.82 KaleidoBiosci KLDO ... dd 12.46 –0.93 ... 11.84 6.76 LutherBurbank LBC 2.2 13 10.47 +0.28 .0575 74.70 37.09 Monro MNRO 1.5 64 56.97 –2.90 .22 24.30 3.78 OcularTherapeutix OCUL ... dd 20.03 –0.30 ... 53.76 18.88 Perficient PRFT ... 51 52.93 +4.02 ... 20.21 5.61 KalVistaPharm KALV ... dd 16.13 –1.26 ... 54.50 14.56 Lyft LYFT ... dd 47.81 –0.07 ... 95.11 50.06 MonsterBev MNST ... 40 88.20 –3.45 ... 46.50 12.56 OdonateTherap ODT ... dd 20.22 +0.23 ... 2.17 0.54 PerformantFin PFMT ... dd 1.23 +0.02 ... 13.33 4.40 Kamada KMDA ... 14 6.95 –0.01 ... 35.95 16.50 OfficePropIncm OPI 9.0 16 24.58 –1.49 .55 17.85 3.43 PerionNetwork PERI ... 55 13.90 +0.91 ... 22.00 8.76 LyraTherap LYRA ... dd 11.51 +0.56 ... 244.02 102.59 Morningstar MORN .5 59 240.36 +18.29 .315 .21 17.45 2.17 KandiTech KNDI ... dd 8.18 +0.27 ... 36.65 9.90 Morphic MORF ... dd 31.19 +1.00 ... 36.99 19.20 OhioValleyBanc OVBC 3.5 13 23.94 +0.09 9.24 4.51 Perma-PipeIntl PPIH ... dd 6.20 –0.07 ... 53.46 123.73 52.62 KarunaTherap KRTX ... dd 103.07 +4.07 ... 35.73 18.21 MorphoSys MOR ... cc 29.39 +1.80 ... 287.35 88.66 Okta OKTA ... dd 264.00 +11.01 ... 4.27 Personalis PSNL ... dd 47.92 +4.31 ... M 25.51 29.61 13.39 KaryopharmTherap KPTI ... dd 15.09 +0.15 ... 24.97 10.43 MotorcarParts MPAA ... 86 20.59 +0.61 ... 213.66 105.80 OldDomFreight ODFL .3 39 204.61 –2.78 .15 31.08 PetcoHealth WOOF ...... 26.07 –1.64 ... 13.20 6.91 KearnyFinancial KRNY 3.0 20 10.77 –0.45 .08 5.19 18.50 11.19 OldNatlBncp ONB 3.1 13 18.11 +0.24 .14 38.99 15.83 PetIQ PETQ ... dd 34.59 –2.84 ... 64.32 15.03 Macom Tech MTSI ... dd 61.99 +0.32 ... 1.78 MustangBio MBIO ... dd 5.16 +0.64 ... 23.00 10.13 KellyServices A KELYA .0 dd 21.34 +0.08 .075 13.26 5.96 Old2ndBcp OSBC .4 11 10.63 –0.21 .01 42.89 21.20 PetMedExpress PETS 3.6 20 30.87 –3.86 .28 2.88 1.01 MDC Partners MDCA ... dd 2.64 +0.11 ... 30.13 9.24 MyriadGenetics MYGN ... dd 26.63 –0.08 ... 90.36 10.35 KellyServices B KELYB .0 dd 21.00 +0.20 .075 60.27 35.73 OlemaPharm OLMA ...... 44.95 +3.16 ... 21.99 13.97 Pharming PHAR ... 24 14.24 –0.40 ... 83.26 47.19 MGE Energy MGEE 2.2 25 65.95 –1.34 .37 8.16 4.40 KY FirstFedBncp KFFB 6.2 dd 6.43 –0.04 .10 112.58 28.83 Ollie'sBargain OLLI ... 27 94.49 –3.61 ... 6.85 2.60 PhaseBioPharm PHAS ... dd 4.33 +0.23 ... 53.92 21.64 MGP Ingredients MGPI .9 22 53.13 +0.34 .12 N 88.80 19.10 KerosTherap KROS ... dd 67.15 –4.44 ... 16.65 7.74 OlympicSteel ZEUS .5 dd 15.66 +0.55 .02 64.54 22.06 PhathomPharm PHAT ... dd 39.66 +2.11 ... 3.29 0.70 MINDTechnology MIND ... dd 2.09 –0.06 ... 32.24 18.98 KeurigDrPepper KDP 1.9 34 31.47 –0.39 .15 183.00 50.38 OmegaFlex OFLX .7 83 150.71 +4.61 .28 44.00 7.00 Phenixfin PFX ... dd 28.65 +0.03 ... 192.30 66.87 MKS Instrum MKSI .4 37 185.00 +7.40 .20 32.37 13.33 Napco Security NSSC ... 70 28.87 +0.22 ... 13.45 6.96 KewauneeSci KEQU ... dd 12.75 +0.32 ... 25.46 8.50 Omeros OMER ... dd 19.67 +1.61 ... 29.38 16.27 PhibroAnimal PAHC 2.3 20 21.25 –0.11 .12 13.40 3.76 MTBC MTBC ... dd 10.25 +0.67 ... 40.49 26.10 NBT Bancorp NBTB 3.1 16 35.05 +0.24 .27 10.48 2.51 KeyTronic KTCC ... 17 7.87 +0.21 ... 125.00 54.24 Omnicell OMCL ... cc 123.23 +2.56 ... 15.55 8.31 Photronics PLAB ... 23 11.92 –0.04 ... 60.69 13.15 MTS Systems MTSC .0 dd 59.92 +1.07 .30 32.05 9.24 NGM Biopharm NGM ... dd 28.60 +1.32 ... 9.79 2.18 KezarLifeSci KZR ... dd 5.62 +0.12 ... 39.43 8.17 ON Semi ON ... 77 37.30 +0.59 ... 28.74 14.06 PilgrimPride PPC ... 27 20.40 +1.26 ... 67.78 16.33 MYR Group MYRG ... 21 65.79 +2.78 ... 288.73 110.59 NICE NICE ... 87 269.30 –4.40 ... 45.76 20.60 Kforce KFRC 1.8 19 45.66 +2.95 .20 37.86 14.60 Oncorus ONCR ...... 25.85 –2.95 ... 187.70 30.20 Pinduoduo PDD ... dd 171.89 +10.69 ... 11.00 6.01 Macatawa MCBC 3.6 10 8.97 –0.08 .08 29.82 15.49 NIC EGOV 1.2 33 29.76 +2.31 .09 18.40 9.78 KimballElec KE ... 16 18.12 +0.45 ... 33.00 11.15 1-800-FLOWERS FLWS ... 33 31.67 +2.17 ... 73.24 27.80 PinnacleFinPtrs PNFP 1.0 18 73.18 +3.19 .18 32.18 4.04 Macrogenics MGNX ... dd 22.55 +1.96 ... 35.66 8.06 NMI Holdings NMIH ... 10 22.57 –1.76 ... 20.91 8.19 KimballIntl B KBAL 2.9 13 12.63 –0.18 .09 8.07 3.12 180DegreeCap TURN ... dd 6.61 +0.23 ... 3.23 0.75 PintecTech PT ...... 1.17 +0.02 ... 137.28 56.82 MadrigalPharm MDGL ... dd 116.95 +7.91 ... 9.74 1.35 NN NNBR ... dd 6.22 +0.13 ... 53.91 17.01 KingsoftCloud KC ... dd 53.81 +11.30 ... 55.12 15.00 1LifeHealthcare ONEM ... dd 50.31 +7.63 ... 5.23 1.85 Pixelworks PXLW ... dd 3.30 +0.11 ... 5.92 2.46 MagalSec MAGS 24.7 39 4.37 +0.12 1.079 182.55 58.41 NXP Semi NXPI .9 dd 172.30 +0.08 .375 28.67 10.30 KiniksaPharm KNSA ... dd 18.27 –1.58 ... 12.85 5.20 111 YI ... dd 11.90 +4.88 ... 18.21 3.00 PlainsAllAmPipe PAA 7.9 dd 9.10 –1.23 .18 95.43 30.60 MagellanHealth MGLN ... 18 94.55 ...... 16.50 2.31 NabrivaTherap NBRV ... dd 3.15 +0.23 ... 48.75 34.14 KinnateBio KNTE ...... 37.20 –1.10 ... 36.15 3.41 OneWaterMarine ONEW ... 16 35.02 +1.47 ... 18.29 3.04 PlainsGP PAGP 7.6 dd 9.44 –1.21 .18 14.25 5.76 MagentaTherap MGTA ... dd 8.21 –0.18 ... 69.90 20.26 NanoXImaging NNOX ...... 65.85 +16.17 ... 252.70 80.93 KinsaleCapital KNSL .2 64 191.82 –6.48 .09 83.34 8.55 Ontrak OTRK ... dd 71.85 +4.30 ... 7.45 1.30 PlayaHotels PLYA ... dd 5.77 –0.11 ... 17.49 6.31 MagicSoftware MGIC 2.0 35 17.09 +0.41 .175 21.55 15.89 Nanobiotix NBTX ... dd 19.00 +0.25 ... 30.00 28.20 0.56 Kirkland's KIRK ... dd 28.07 +8.69 ... 40.00 9.37 OpenLending LPRO ... dd 36.39 –1.76 ... 36.06 Playtika PLTK ... cc 30.24 –1.38 ... 40.20 4.09 Magnite MGNI ... dd 40.08 +10.02 ... 79.68 13.85 NanoStringTech NSTG ... dd 78.92 +7.86 ... 169.98 35.49 KodiakSciences KOD ... dd 164.33 +5.79 ... 47.85 29.12 OpenText OTEX 1.7 48 46.83 +0.63 .2008 86.87 35.16 Plexus PLXS ... 20 80.97 –3.97 ... 14.30 7.50 MagyarBancorp MGYR ... 27 10.04 +0.19 ... 6.60 1.10 NantHealth NH ... dd 3.90 +0.34 ... 100.47 22.17 KornitDigital KRNT ... dd 97.95 +3.69 ... 32.39 10.55 OpendoorTech OPEN ... dd 29.14 +3.11 ... 35.63 19.43 PliantTherap PLRX ... dd 26.50 +0.37 ... 32.29 10.00 MakeMyTrip MMYT ... dd 31.27 +0.35 ... 20.05 2.52 NantKwest NK ... dd 17.25 ...... 36.37 19.99 KraftHeinz KHC 4.9 dd 32.91 +0.92 .40 14.50 2.60 OpendoorTechWt OPENW ...... 13.03 +2.28 ... 22.69 6.59 Pluralsight PS ... dd 21.33 +0.19 ... 81.81 18.02 MalibuBoats MBUU ... 24 76.08 +4.86 ... 144.40 71.66 Nasdaq NDAQ 1.4 26 140.42 +0.38 .49 31.54 5.00 KratosDefense KTOS ... cc 29.95 +0.40 ... 11.49 4.60 Opera OPRA ... 7 9.75 +0.39 ... 19.45 8.64 PolyPid PYPD ...... 9.97 –0.43 ... 21.53 10.06 MalvernBancorp MLVF ... 20 17.12 –0.19 ... 127.19 16.87 Natera NTRA ... dd 119.75 –0.41 ... 39.60 25.50 KronosBio KRON ...... 32.48 +0.91 ... 23.10 5.26 OportunFin OPRT ... dd 17.24 –0.12 ... 401.29 160.35 Pool POOL .6 46 369.31 +9.91 .58 5.45 0.56 MammothEnergy TUSK ... dd 4.79 +0.11 ... 72.34 39.01 Nathan's NATH 2.4 20 57.99 +0.12 .35 61.86 23.69 Popular BPOP 2.7 11 59.80 –0.50 .40 71.60 33.08 KrystalBiotech KRYS ... dd 71.18 +3.33 ... 120.00 18.06 10.68 OptheaADR OPT ... dd 11.75 –0.58 ... 39.68 35.20 ManhattanAssoc MANH ... 91 118.21 +3.95 ... 100.22 35.71 NationalBeverage FIZZ .0 29 98.44 +9.77 3.00 12.75 9.53 Optibase OBAS ... 10 11.80 –0.15 ... 2.39 0.75 PortmanRidge PTMN 12.2 dd 1.97 +0.10 .06 16.91 Kulicke&Soffa KLIC 1.5 46 37.94 –0.14 .14 20.32 6.49 Mannatech MTEX 3.3 6 19.21 +1.14 1.00 9.85 1.62 NatlCineMedia NCMI 7.8 dd 3.58 –0.10 .07 43.00 6.35 KuraOncology KURA ... dd 34.38 +0.29 ... 4.62 2.05 OpticalCable OCC ... dd 3.81 +0.56 ... 17.62 7.63 PoseidaTherap PSTX ... dd 9.25 +0.57 ... 4.21 0.80 MannKind MNKD ... dd 3.54 +0.40 ... 47.89 20.42 NatlInstruments NATI 2.4 29 44.17 –1.32 .26 104.98 68.66 Poshmark POSH ...... 73.77 –9.43 ... 25.19 5.07 KuraSushiUSA KRUS ... dd 23.65 +1.16 ... 101.35 10.00 3.14 Optinose OPTN ... dd 4.11 –0.08 ... 55.25 ManTechIntl MANT 1.3 32 101.20 +3.83 .32 71.35 34.00 NatlResearch NRC .0 33 48.31 +1.69 .21 19.90 5.74 OptionCare OPCH ... dd 19.59 +1.93 ... 6.00 1.50 Potbelly PBPB ... dd 4.97 +0.07 ... 91.92 25.43 KymeraTherap KYMR ...... 79.17 +1.66 ... 33.92 52.80 23.62 MaravaiLifeSci MRVI ...... 31.29 +3.52 ... 16.95 10.14 NatlSecurity NSEC 2.3 dd 10.52 –0.92 .06 19.75 5.23 OraSureTechs OSUR ... dd 13.87 +0.95 ... 22.40 PotlatchDelt PCH 3.1 46 52.77 +2.24 .41 4.05 1.10 Marchex MCHX ... dd 2.73 +0.31 ... 52.61 11.70 NationalVision EYE ... cc 48.15 –0.49 ... 14.02 3.76 OrchardTherap ORTX ... dd 5.95 –1.13 ... 45.71 15.62 PowellIndustries POWL 3.4 22 30.69 –2.25 .26 L 5.70 0.77 MarinSoftware MRIN ... dd 2.26 +0.18 ... 284.41 120.55 NatlWesternLife NWLI .2 8 204.70 –1.30 .36 99.05 38.57 PowerIntegrations POWI .5 28 94.37 +2.35 .11 13.64 2.96 1.01 OrganiGram OGI ... dd 1.72 –0.08 ... 17.14 4.16 MarinusPharma MRNS ... dd 13.51 +0.91 ... 4.75 NaturalAlt NAII ... cc 12.95 +0.25 ... 40.81 18.60 OricPharm ORIC ... dd 33.00 –3.09 ... 9.33 2.55 PowerFleet PWFL ... dd 8.41 –0.18 ... 132.98 33.00 LGI Homes LGIH ... 11 110.60 +9.72 ... 3.35 1.32 MarkerTherap MRKR ... dd 2.05 –0.02 ... 34.67 16.38 NatusMedical NTUS ... dd 26.72 +1.02 ... 36.68 15.98 OriginBancorp OBNK 1.3 23 30.28 ... .10 60.95 23.90 PraxisPrecision PRAX ...... 56.45 –1.06 ... 236.81 100.00 LHC Group LHCG ... 66 218.17 +7.55 ... 606.45 275.50 MarketAxess MKTX .5 70 509.70 –13.30 .60 15.41 4.07 Navient NAVI 5.7 6 11.28 –0.36 .16 13.98 8.89 Orphazyme ORPH ... dd 13.65 +0.88 ... 11.10 1.26 Precigen PGEN ... dd 9.21 +1.20 ... 40.04 13.31 LKQ LKQ ... 19 37.15 –0.70 ... 21.51 4.66 MarlinBusSvcs MRLN 4.6 dd 12.18 –0.01 .14 103.95 65.32 nCino NCNO ... dd 72.25 +0.50 ... 16.60 46.57 22.11 OrthofixIntl OFIX ... 36 43.93 +0.25 ... 4.46 PrecisionBio DTIL ... dd 13.29 +1.99 ... 121.58 32.01 LPL Financial LPLA .9 19 114.93 –3.80 .25 150.97 46.56 Marriott MAR .0 cc 122.90 –3.90 .48 25.06 13.63 NektarTherap NKTR ... dd 16.56 –0.42 ... 55.98 32.21 OrthoPediatrics KIDS ... dd 43.86 +3.05 ... 64.38 20.04 PreferredBankLA PFBC 2.4 11 51.04 –0.70 .30 10.75 2.50 LSI Inds LYTS 1.9 38 10.75 +2.03 .05 20.13 10.67 MartenTransport MRTN .9 22 17.66 +0.10 .50 38.75 18.67 NeoGames NGMS ...... 30.00 –1.95 ... 9.67 2.81 OsmoticaPharm OSMT ... dd 4.46 +0.11 ... 75.66 36.16 PreformedLine PLPC 1.1 11 69.71 –1.93 .20 15.90 8.95 LakeShoreBancorp LSBK 3.9 18 13.22 –0.02 .13 4.08 0.91 MartinMidstream MMLP 1.1 30 1.82 –0.04 .005 86.61 48.91 Neogen NEOG ... 76 86.17 +2.61 ... 6.98 1.53 Otonomy OTIC ... dd 4.93 –0.27 ... 89.06 23.69 PreludeTherap PRLD ...... 74.43 –0.02 ... 17.09 8.31 LakelandBcp LBAI 3.7 12 13.61 –0.28 .125 55.70 16.45 MarvellTech MRVL .5 24 52.62 +1.85 .06 18.13 5.81 NeoleukinTherap NLTX ... dd 13.34 –0.05 ... 1.00 56.90 30.95 OtterTail OTTR 3.6 17 41.60 –0.39 .37 18.00 8.21 PremierFinBncp PFBI 3.8 10 15.88 +1.45 60.58 30.49 LakelandFin LKFN 2.3 19 59.96 +0.12 .34 284.86 143.90 Masimo MASI ... 68 263.68 +2.31 ... 1.98 0.45 NeosTherap NEOS ... dd .84 +0.08 ... 66.96 42.50 OutsetMedical OM ... dd 54.32 +5.29 ... 31.52 10.98 PremierFinl PFC 3.3 19 26.64 +0.93 .22 31.95 11.76 LakelandInd LAKE ... 8 27.17 –1.27 ... 29.29 4.90 MasterCraftBoat MCFT ... dd 28.79 +1.75 ... 5.29 2.70 Net1UEPS UEPS ... dd 5.13 +0.37 ... 128.50 2.47 Overstock OSTK ... cc 67.91 +8.39 ... 37.79 27.11 Premier PINC 2.2 dd 34.97 –1.90 .19 585.42 181.38 LamResearch LRCX .9 32 563.85 +16.32 1.30 159.85 87.56 MatchGroup MTCH ...... 141.00 –9.85 ... 67.63 34.66 NetApp NTAP 3.0 21 64.76 +0.10 .48 9.40 1.80 OvidTherap OVID ... dd 2.71 +0.24 ... 23.35 9.02 PrevailTherap PRVL ... dd 23.00 +0.07 ... 96.82 30.89 LamarAdv LAMR 2.4 36 83.67 +0.52 .50 82.25 10.65 Materialise MTLS ... dd 69.23 +2.12 ... 117.56 53.17 NetEase NTES .8 40 116.76 +11.68 .195 23.11 8.37 OxfordImmunotec OXFD ... dd 21.90 –0.04 ... 102.53 41.15 PriceSmart PSMT .7 35 98.60 +2.56 .35 184.97 114.55 LancasterColony LANC 1.7 36 174.46 +0.19 .75 21.26 7.11 MatrixService MTRX ... dd 13.58 –0.27 ... 593.29 290.25 Netflix NFLX ... 93 565.17 +67.19 ... 9.60 1.86 OxfordLane OXLC 12.4 dd 6.54 +0.76 .0675 32.28 9.42 PrimorisSvcs PRIM .8 15 31.23 +0.47 .06 12.24 7.48 Landec LNDC ... dd 11.32 +0.49 ... 19.42 6.53 Mattel MAT ... dd 18.37 –0.39 ... 42.59 15.01 Netgear NTGR ... 45 38.94 +0.48 ... 6.26 2.04 OxfordSquare OXSQ 11.9 dd 3.54 +0.08 .035 57.00 23.31 PrincipalFin PFG 4.2 12 53.46 +0.15 .56 26.50 14.24 LandmarkBncp LARK 3.2 7 24.00 –0.89 .1905 39.92 17.01 MatthewsIntl MATW 2.7 dd 31.62 +0.70 .215 30.85 19.11 NetScout NTCT ... cc 30.11 +0.05 ... 20.63 9.63 ProfessionalHldg PFHD ... 65 16.76 +0.56 ... 17.86 7.05 LandmarkInfrPtrs LMRK 6.5 dd 12.29 –0.17 .20 50.00 11.78 MaxeonSolar MAXN ...... 47.69 +11.33 ... 136.26 72.14 Neurocrine NBIX ... cc 116.91 +9.22 ... 41.37 17.24 OysterPtPharma OYST ... dd 19.98 +2.06 ... 57.00 38.09 OzonHoldings OZON ...... 53.19 +0.58 ... 15.92 3.08 Progenity PROG ... dd 6.20 +0.78 ... 158.91 85.30 LandstarSystem LSTR .6 33 152.37 +2.76 2.00 98.44 41.93 MaximIntProducts MXIM .0 37 93.62 –1.52 .48 22.43 1.25 Neuronetics STIM ... dd 21.27 +7.22 ... 49.23 28.09 ProgressSoftware PRGS 1.7 24 41.97 –2.17 .175 18.80 8.67 Lantheus LNTH ... cc 15.96 +0.53 ... 20.82 14.80 McAfee MCFE 1.8 dd 19.19 +0.68 .087 65.90 7.01 NewFortressEner NFE .9 dd 46.17 –2.81 .10 50.45 15.59 Progyny PGNY ... cc 50.24 +2.35 ... 25.87 7.43 LarimarTherap LRMR ... dd 17.75 –1.85 ... 83.95 44.32 McGrathRent MGRC 2.3 19 73.30 +0.60 .42 14.45 4.62 NewMtnFin NMFC 10.3 dd 11.70 –0.10 .30 PQ 140.81 83.81 Proofpoint PFPT ... dd 137.96 +2.59 ... 46.89 13.54 LatticeSemi LSCC ... cc 43.51 +0.42 ... 7.10 1.29 MedallionFin MFIN ... dd 5.11 –0.17 ... 6.41 0.98 NY Mortgage NYMT 10.2 dd 3.94 +0.23 .10 9.43 3.40 ProQR Therap PRQR ... dd 5.39 +1.02 ... 21.66 7.30 LaureateEduc LAUR ... dd 13.84 –0.37 ... 13.25 2.79 MediciNova MNOV ... dd 5.96 +0.29 ... 24.87 10.44 NewellBrands NWL 3.7 dd 24.80 +0.66 .23 64.45 22.00 PAM Transport PTSI ... 18 56.59 –0.43 ... 6.65 3.68 ProspectCapital PSEC 11.6 ... 6.21 +0.20 .06 54.04 24.52 LawsonProducts LAWS ... 41 51.62 +3.58 ... 5.60 1.44 MediWound MDWD ... dd 5.28 +0.23 ... 12.46 2.49 Newmark NMRK .5 35 7.33 +0.24 .01 8.26 3.75 P&FIndustries PFIN .0 dd 5.90 –0.61 .05 25.65 5.30 ProtagonistTherap PTGX ... dd 22.36 –2.01 ... 3.18 1.15 LeapTherap LPTX ... dd 2.48 +0.27 ... 150.57 58.72 Medpace MEDP ... 43 141.80 +0.40 ... 19.45 7.90 NewsCorp A NWSA 1.1 dd 18.57 –0.13 .10 15.84 7.31 PCB Bancorp PCB 3.2 13 12.45 +1.68 .10 67.08 15.86 ProtaraTherap TARA ... dd 19.95 +0.54 ... 16.90 8.50 LegacyHousing LEGH ... 11 15.36 +0.48 ... 21.77 8.82 MeiraGTx MGTX ... dd 15.63 –0.73 ... 19.12 7.88 NewsCorp B NWS 1.1 dd 18.24 –0.08 .10 53.75 30.10 PCConnection CNXN .0 23 53.10 +1.79 .32 21.46 10.95 ProtectiveInsA PTVCA 2.5 dd 16.25 +0.25 .10 43.24 24.64 LegendBiotech LEGN ... dd 27.35 –3.12 ... 22.66 10.81 MelcoResorts MLCO .0 dd 16.36 –0.07 .1651 22.05 7.59 NewtekBusSvcs NEWT 9.8 ... 20.86 +0.92 .47 11.05 3.95 PCTEL PCTI 2.5 48 8.78 +2.24 .055 17.30 10.23 ProtectiveInsB PTVCB 2.7 dd 14.69 +0.42 .10 45.77 18.76 LeMaitreVascular LMAT .8 49 45.43 +2.74 .095 2020.00 422.22 MercadoLibre MELI ... dd 1965.05 +113.27 ... 130.12 43.37 NexstarMedia NXST 2.1 9 108.00 –3.35 .56 25.84 4.51 PDC Energy PDCE ... dd 25.12 +0.89 ... 14.72 7.10 Prothena PRTA ... dd 13.61 +0.02 ... 368.66 135.72 LendingTree TREE ... dd 318.04 +15.09 ... 34.72 17.09 MercantileBank MBWM 3.9 11 29.42 +0.59 .29 50.76 7.91 NextCure NXTC ... dd 13.60 +1.29 ... 26.42 8.61 PDF Solutions PDFS ... dd 22.35 –0.24 ... 20.05 4.72 ProventionBio PRVB ... dd 15.22 +0.22 ... 29.81 19.15 Leslie's LESL ... 90 28.28 +0.45 ... 12.80 5.77 MercerIntl MERC 2.2 dd 12.00 +0.45 .065 23.00 5.10 NextGenHlthcr NXGN ... cc 22.95 +1.78 ... 14.64 7.31 PDLCommBncp PDLB ... dd 9.80 –0.40 ... 22.84 11.40 ProvidentFin PROV 3.2 20 17.71 +0.70 .14 25.50 13.45 LevelOneBncp LEVL 1.0 10 20.78 +0.31 .05 96.29 52.24 MercurySystems MRCY ... 53 79.44 +1.07 ... 9.59 4.76 NicholasFin NICK ... 13 8.79 +0.39 ... 10.71 6.41 PICO PICO ... 42 9.50 +0.08 ... 18.52 9.53 PrudentialBncp PBIP 2.3 11 12.20 +0.20 .07 9.40 1.03 LexiconPharm LXRX ... dd 8.51 +1.64 ... 4.25 0.69 MereoBioPharma MREO ... dd 3.01 –0.31 ... 93.99 10.34 Nikola NKLA ...... 20.12 +0.38 ... 63.22 31.05 PMV Pharm PMVP ...... 44.46 +0.19 ... 39.69 22.42 PubMatic PUBM ...... 37.73 +9.85 ... 16.13 6.04 LexinFintech LX ... 18 6.60 +0.18 ... 10.74 8.56 MeridaMergerCorp.I MCMJ ... cc 10.48 –0.05 ... 10.99 0.72 9F JFU ... dd 1.52 +0.17 ... 37.51 10.61 PPD PPD ... cc 34.90 –1.60 ... 69.48 37.64 Pulmonx LUNG ... dd 65.86 +6.49 ... M22 BARRON’S January 25, 2021 Nasdaq Issues

52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div 52-Week Tick Div High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. High Low Name Sym Yld P/E Last Chg. Amt. 15.00 5.50 PumaBiotech PBYI ... dd 11.14 +0.36 ... 5.96 1.32 SMTC SMTX ... 43 5.88 –0.01 ... 225.89 93.92 Splunk SPLK ... dd 170.90 +0.93 ... 28.20 15.03 TowneBank TOWN 2.8 14 25.73 +0.31 .18 43.47 1.22 Veritone VERI ... dd 41.65 +2.96 ... 63.95 33.00 PureTechHealth PRTC ... 3 49.78 –5.18 ... 12.08 6.75 SocTelemed TLMD ...... 7.96 +1.15 ... 12.84 8.53 SpokHoldings SPOK 4.0 dd 12.37 +0.24 .125 160.83 63.89 TractorSupply TSCO 1.0 24 155.62 –1.86 .40 15.71 2.01 VeronaPharma VRNA ... dd 7.80 +0.30 ... 38.11 4.42 PurpleInnovation PRPL ... dd 38.03 +2.55 ... 2.40 0.60 SocTelemedWt TLMDW ...... 1.29 –0.02 ... 18.46 4.08 SportsmansWrhs SPWH ... 11 17.64 +0.05 ... 972.80 136.00 TradeDesk TTD ... cc 812.96 +27.60 ... 17.60 6.02 VerricaPharm VRCA ... dd 12.64 +1.75 ... 9.02 4.90 Puyi PUYI ... dd 6.02 –0.18 ... 46.67 0.55 SPI Energy SPI ... dd 11.23 +2.86 ... 87.60 19.50 SpringWorks SWTX ... dd 85.29 +5.49 ... 69.06 33.23 Tradeweb TW .5 75 64.32 –0.30 .08 37.68 21.11 Vertex VERX ... dd 33.32 –1.62 ... 69.46 28.21 QAD A QADA .4 dd 68.66 +2.34 .072 46.65 14.44 SP Plus SP ... dd 31.61 +1.11 ... 28.00 13.00 SproutsFarmersMkt SFM ... 10 21.41 +0.49 ... 11.33 2.87 TransActTechs TACT ... dd 10.03 +0.43 ... 306.08 197.47 VertxPharm VRTX ... 23 237.59 +12.04 ... 51.35 20.53 QAD B QADB .5 dd 48.35 –1.15 .06 118.06 31.28 SPS Commerce SPSC ... 95 108.55 +1.56 ... 35.60 15.12 SpruceBio SPRB ...... 21.72 –1.70 ... 37.42 16.50 Transcat TRNS ... 42 37.42 +2.02 ... 47.06 13.12 ViacomCBS A VIACA 2.1 21 46.00 +0.15 .24 12.60 2.26 Q&K Intl QK ...... 2.60 –0.05 ... 74.00 29.51 SS&C Tech SSNC .8 31 67.51 +1.12 .14 92.27 23.20 StaarSurgical STAA ... cc 91.37 +3.31 ... 28.09 6.80 TranslateBio TBIO ... dd 23.03 –0.30 ... 46.86 10.10 ViacomCBS B VIAC 2.1 21 45.58 +0.28 .24 43.90 22.39 QCR Holdings QCRH .6 11 40.85 ... .06 25.32 9.00 SSR Mining SSRM ... 35 17.47 +0.41 ... 325.13 73.14 Stamps.com STMP ... 29 231.13 +21.91 ... 24.77 10.10 TransMedics TMDX ... dd 23.77 +4.33 ... 69.92 25.10 ViaSat VSAT ... dd 40.75 +2.06 ... 21.19 8.62 QIWI QIWI 9.1 6 10.33 +0.06 .34 497.85 127.39 SVB Fin SIVB ... 21 480.15 +18.72 ... 12.22 3.86 StarBulkCarriers SBLK 1.2 cc 11.40 –0.09 .05 35.99 5.51 TravelCenters TA ... 9 32.65 +0.20 ... 23.11 12.75 Viatris VTRS ... 34 17.43 +0.38 ... 22.00 7.52 QilianIntl QLI ...... 8.10 –0.65 ... 27.50 9.35 SVMK SVMK ... dd 26.57 +1.30 ... 8.84 1.99 StarEquity STRR ... dd 3.86 +0.39 ... 12.40 3.04 Travelzoo TZOO ... dd 10.26 –0.02 ... 16.41 8.08 ViaviSolutions VIAV ... cc 16.06 +0.23 ... 191.83 67.54 Qorvo QRVO ... 47 180.66 +3.37 ... 22.55 5.55 SabraHealthcare SBRA 6.9 25 17.28 –0.22 .30 107.75 50.02 Starbucks SBUX 1.7 cc 103.91 +1.58 .45 29.60 8.98 TravereTherap TVTX ... dd 27.67 –0.05 ... 103.59 30.42 Vicor VICR ... cc 98.57 +1.10 ... 167.94 58.00 Qualcomm QCOM 1.6 36 162.42 +5.33 .65 22.99 3.30 Sabre SABR .0 dd 12.02 +0.43 .14 31.81 12.07 StateAutoFin STFC 2.2 dd 18.23 –0.38 .10 17.90 9.90 TreanInsurance TIG ...... 15.50 +1.15 ... 26.04 10.18 VictoryCapital VCTR 1.0 9 23.39 –1.04 .07 128.28 63.37 Qualys QLYS ... 58 126.28 +6.30 ... 95.17 65.45 SafetyInsurance SAFT 4.7 10 77.38 –2.38 .90 5.00 0.90 StealthBioTher MITO ... dd 1.79 +0.29 ... 6.12 1.63 TremontMortgage TRMT 1.0 4 4.05 –0.05 .53 70.66 25.02 VielaBio VIE ... dd 34.87 –1.22 ... 84.83 10.90 Quanterix QTRX ... dd 77.68 +3.29 ... 31.95 16.25 SagaComm SGA .0 dd 21.79 –0.12 .32 3.31 1.51 StealthGas GASS ... 8 2.77 +0.08 ... 8.50 1.33 TreviTherap TRVI ... dd 2.97 –0.04 ... 7.36 1.11 ViewRay VRAY ... dd 4.48 –0.70 ... 8.52 1.26 Quantum QMCO ... dd 7.16 +0.28 ... 98.39 25.01 SageTherap SAGE ... dd 88.55 –2.83 ... 42.10 14.98 SteelDynamics STLD 2.6 17 38.70 –0.50 .25 15.84 4.91 TribunePub TPCO .0 dd 15.84 +0.81 .25 8.36 3.26 VikingTherap VKTX ... dd 6.82 +0.34 ... 22.99 6.52 Quhuo QH ... dd 7.56 +0.03 ... 203.58 61.46 Saia SAIA ... 43 194.88 +0.58 ... 40.98 22.72 StepStone STEP ... cc 37.28 –0.18 ... 39.02 3.74 Tricida TCDA ... dd 7.45 +0.42 ... 27.88 16.48 VillageSuper A VLGEA 4.6 12 21.82 –1.35 .25 306.72 72.99 Quidel QDEL ... 27 233.61 +29.12 ... 2.62 0.65 SalemMedia SALM .0 dd 1.65 +0.10 .025 79.50 38.45 Stericycle SRCL ... dd 68.96 +0.90 ... 41.19 23.05 TriCoBancshares TCBK 2.2 19 40.37 –0.42 .22 8.39 4.20 ViomiTech VIOT ... 25 7.40 +1.02 ... 22.78 5.76 QuinStreet QNST ... 38 22.07 +2.37 ... 153.15 102.13 SandersonFarms SAFM 1.2 cc 142.25 +13.00 .44 24.49 6.72 SterlingCnstr STRL ... 11 23.68 +0.56 ... 35.06 18.05 TriMas TRS ... dd 34.22 +0.36 ... 23.82 4.98 ViperEnergyPtrs VNOM 2.7 dd 14.60 +0.19 .10 10.38 2.40 Quotient QTNT ... dd 6.14 +0.08 ... 36.79 18.00 SandySpringBncp SASR 3.4 17 35.40 –0.22 .30 42.11 16.38 StevenMadden SHOO .0 dd 34.90 –1.13 .15 74.00 20.01 Trimble TRMB ... 36 70.76 +1.30 ... 75.00 16.09 VirBiotech VIR ... dd 40.53 +1.22 ... 28.46 2.28 QurateRetailB QRTEB .0 7 11.75 –0.01 1.50 94.30 66.35 Sanfilippo JBSS ... 17 78.47 –1.17 ... 98.54 10.90 StitchFix SFIX ... dd 96.92 +23.05 ... 4.94 0.56 TrinityBiotech TRIB ... 17 4.62 +0.60 ... 4.40 1.82 VircoMfg VIRC ... dd 2.74 +0.07 ... 12.51 1.73 QurateRetailA QRTEA .0 7 11.73 –0.10 1.50 19.43 4.81 SangamoTherap SGMO ... dd 14.95 –0.80 ... 44.88 22.98 StockYardsBncp SYBT 2.5 17 42.86 +0.86 .27 37.45 20.10 Trip.com TCOM ... dd 33.58 +0.45 ... 28.59 15.13 VirtuFinancial VIRT 3.9 6 24.84 +0.38 .24 6.55 1.53 Qutoutiao QTT ... dd 3.37 +1.24 ... 35.61 18.34 Sanmina SANM ... 17 34.40 +0.14 ... 71.58 15.82 StokeTherap STOK ... dd 67.32 +0.75 ... 36.17 13.73 TripAdvisor TRIP ... dd 33.19 –0.24 ... 239.99 55.37 VirtusInvtPtrs VRTS 1.5 31 223.03 –3.94 .82 55.00 37.62 Sanofi SNY 2.4 10 49.69 +0.30 1.6994 87.23 17.72 StoneCo STNE ... cc 79.00 +0.77 ... 25.10 7.59 TriStateCapital TSC ... 14 19.47 –0.35 ... 52.81 19.48 Virtusa VRTU ... 41 51.16 +0.02 ... R 35.85 13.55 SapiensInt SPNS ... 55 34.45 +3.44 ... 65.44 28.01 StoneX SNEX ... 7 57.12 –2.64 ... 15.45 7.10 Triterras TRIT ... cc 7.56 –0.53 ... 147.55 38.69 Visteon VC ... dd 140.07 –1.04 ... 181.83 78.06 SareptaTherap SRPT ... dd 98.24 +7.92 ... 38.33 11.89 Stratasys SSYS ... dd 38.15 +6.30 ... 3.95 0.23 TriterrasWt TRITW ...... 1.70 +0.01 ... 43.30 23.78 VitalFarms VITL ... 97 26.34 +0.66 ... 187.98 81.83 StrategicEd STRA 2.7 18 88.85 –4.20 .60 17.00 11.32 Vitru VTRU ...... 15.24 –0.33 ... 51.21 10.52 RaptTherap RAPT ... dd 20.93 +0.02 ... 36.10 3.50 SatsumaPharm STSA ... dd 6.21 +0.87 ... 60.85 19.03 TriumphBancorp TBK ... 24 59.68 +0.81 ... 52.92 11.74 Strattec STRT .0 dd 47.20 +0.66 .14 20.42 11.46 Vodafone VOD 5.9 18 17.58 +0.22 .5325 20.46 10.61 RBB Bancorp RBB 2.0 11 17.98 ... .09 3.39 1.00 Savara SVRA ... dd 1.79 +0.34 ... 3.00 1.25 trivago TRVG ... dd 2.19 +0.03 ... 31.74 12.00 StratusProp STRS ... dd 24.88 –0.93 ... 14.40 4.18 Vonage VG ... dd 13.47 +0.08 ... 189.97 77.63 RBC Bearings ROLL ... 43 184.78 –1.20 ... 35.96 13.78 ScanSource SCSC ... dd 26.64 +0.21 ... 6.47 1.98 TrueCar TRUE ... dd 5.07 +0.48 ... 43.70 42.19 10.09 SchnitzerSteel SCHN 2.4 53 31.59 –0.52 .1875 4.63 1.50 StrongbridgeBio SBBP ... dd 2.93 +0.07 ... 125.57 22.48 Trupanion TRUP ... dd 118.07 +0.62 ... 14.62 6.26 VoyagerTherap VYGR ... 9 9.04 +0.54 ... 6.52 RCI Hospitality RICK .4 dd 42.98 +4.95 .04 26.35 13.48 SummitFin SMMF 3.0 10 22.41 –0.57 .17 75.49 32.00 Vroom VRM ...... 36.55 –0.29 ... 2.88 1.02 RCM Tech RCMT ... dd 2.60 +0.43 ... 61.10 9.23 ScholarRock SRRK ... dd 57.46 +0.03 ... 8.22 4.30 TrustcoBank TRST 3.8 13 7.08 –0.14 .0681 35.80 18.80 Scholastic SCHL 2.2 dd 26.75 +0.65 .15 17.17 6.50 SummitStateBk SSBI 2.9 11 16.69 +1.69 .12 33.98 20.08 Trustmark TRMK 3.0 14 30.52 –0.03 .23 54.97 20.03 REGENXBIO RGNX ... dd 43.28 –5.06 ... 6.14 1.18 SummitTherap SMMT ...... 5.59 +0.29 ... W 7.07 3.31 RF Industries RFIL .0 dd 5.81 +0.68 .02 99.50 25.50 Schrodinger SDGR ... dd 95.70 +4.81 ... 4.51 0.73 Tuniu TOUR ... dd 2.16 +0.09 ... 48.22 3.76 ScientificGames SGMS ... dd 45.06 +0.40 ... 35.70 16.71 SumoLogic SUMO ... dd 34.01 +3.29 ... 139.81 31.30 TurningPtTherap TPTX ... dd 131.96 +0.36 ... 31.98 22.58 RGC Resources RGCO 3.1 19 24.04 –0.29 .185 12.47 1.00 SundanceEnergy SNDE ...... 2.06 +0.14 ... 10.20 3.00 RISE Education REDU ... dd 5.93 –0.12 ... 18.75 5.82 SciPlay SCPL ... 20 17.48 +0.44 ... 26.48 4.05 TurtleBeach HEAR ... 10 25.23 +3.57 ... 19.98 6.61 WaveLifeSci WVE ... dd 9.97 +0.84 ... 26.54 47.86 5.34 ScopusBio SCPS ...... 12.36 –0.85 ... 13.16 1.33 SunOpta STKL ... dd 13.07 +0.99 ... 41.98 9.12 21 Vianet VNET ... dd 41.17 +1.51 ... 320.00 151.16 WD-40 WDFC .9 55 288.93 +10.53 .67 7.12 R1RCM RCM ... cc 26.53 +1.02 ... 47.22 2.64 SunPower SPWR ... cc 47.21 +15.25 ... 22.75 15.25 RackspaceTech RXT ... dd 19.08 +0.59 ... 11.99 5.00 scPharm SCPH ... dd 7.07 +0.98 ... 10.53 4.66 TwinDisc TWIN ... dd 8.95 –0.16 ... 47.78 17.84 WSFS Financial WSFS 1.0 24 46.54 –0.11 .12 16.58 5.36 ScrippsEW SSP 1.4 36 14.74 –0.11 .05 100.93 7.84 SunRun RUN ... cc 86.39 +2.14 ... 214.07 18.52 TwistBiosci TWST ... dd 190.64 +9.29 ... 17.06 13.00 WVS Financial WVFC 2.7 12 15.00 –0.46 .10 14.77 6.57 RadiusGlbInfr RADI ...... 12.85 +0.40 ... 34.34 15.76 SuperMicroComp SMCI ... 22 34.21 +1.86 ... 23.30 10.15 RadiusHealth RDUS ... dd 21.69 –0.05 ... 4.98 0.69 SeaChange SEAC ... dd 1.29 –0.31 ... 49.46 11.51 2U TWOU ... dd 43.97 +1.32 ... 39.75 9.75 WW Intl WW ... 19 24.35 –1.63 ... 34.08 13.30 SeacoastBkgFL SBCF ... 24 33.57 +0.27 ... 28.58 6.10 SuperiorGroup SGC 1.6 12 25.03 +0.82 .10 5.85 0.26 Waitr WTRH ... dd 3.38 +0.32 ... 23.45 5.81 RadNet RDNT ... dd 19.60 –0.97 ... 30.13 13.12 SupernusPharms SUPN ... 12 29.94 +0.72 ... 28.88 16.02 Radware RDWR ... 95 28.26 +0.44 ... 66.69 39.02 Seagate STX 4.5 16 60.00 –0.51 .67 U 54.53 33.36 WalgreensBoots WBA 3.9 dd 47.45 –1.47 .4675 213.94 90.57 Seagen SGEN ... 72 182.75 –3.00 ... 14.40 1.38 SurfaceOncol SURF ... dd 13.31 +1.01 ... 3.98 1.75 RamacoRscs METC ... 70 3.01 –0.16 ... 4.85 1.36 WandaSports WSG ... dd 2.50 ...... 18.98 4.02 SeaSpine SPNE ... dd 17.15 +0.37 ... 5.01 1.46 Surgalign SRGA ... dd 2.08 –0.01 ... 39.38 21.32 9.01 Rambus RMBS ... dd 20.64 +0.51 ... 64.20 29.17 UFP Inds UFPI .4 17 60.26 +3.59 .125 25.61 WarnerMusic WMG 1.2 dd 38.74 +3.77 .12 6.95 2.11 SecooHolding SECO ... 57 2.85 –0.01 ... 32.18 4.00 SurgeryPartners SGRY ... dd 30.86 +0.30 ... 24.70 7.92 RandolphBancorp RNDB ... 7 20.20 –0.16 ... 77.00 39.47 UMB Fin UMBF 1.7 19 75.18 +0.94 .32 35.68 20.01 WashingtonFederal WAFD 3.1 15 28.57 +0.26 .22 16.93 5.29 SecureWorks SCWX ... dd 14.94 +0.98 ... 49.00 22.06 Surmodics SRDX ... cc 45.86 +1.88 ... 94.60 31.34 Rapid7 RPD ... dd 91.85 +4.53 ... 11.84 3.80 USA Tech USAT ... dd 10.54 +0.18 ... 51.82 25.86 WashTrBcp WASH 4.5 12 46.65 –0.51 .52 9.96 3.67 SecurityNatFin SNFCA ... 3 9.24 +0.04 ... 28.09 6.00 SutroBioph STRO ... dd 27.54 +0.51 ... 17.14 2.90 RattlerMidstrm RTLR 8.2 12 9.73 –0.68 .20 12.85 2.36 USA Truck USAK ... dd 11.05 +1.52 ... 19.98 12.10 WaterstoneFinl WSBF 4.2 8 19.27 +0.05 .20 86.55 44.00 Seer SEER ...... 77.88 –1.60 ... 43.33 22.12 SykesEnterprises SYKE ... 31 41.27 –0.06 ... 39.10 16.01 RavenIndustries RAVN .0 59 35.65 –0.92 .13 57.97 6.75 US Concrete USCR ... 26 47.80 –3.93 ... 36.79 10.86 Watford WTRE ... dd 34.75 +0.01 ... 11.91 5.98 SelectBancorp SLCT ... 25 10.07 +0.08 ... 1.95 0.79 Synacor SYNC ... dd 1.82 +0.22 ... 2.27 0.32 RealNetworks RNWK ... dd 2.14 +0.52 ... 55.34 24.94 US Ecology ECOL ... dd 36.65 +0.20 ... 26.50 9.52 WaysideTech WSTG 3.6 21 18.78 –0.28 .17 4.83 1.42 SelectaBiosci SELB ... dd 3.44 –0.11 ... 14.25 3.81 Synalloy SYNL ... dd 8.85 +0.31 ... 89.20 36.91 RealPage RP ... cc 87.00 –0.03 ... 135.20 60.99 US Lime&Min USLM .5 28 128.36 +1.59 .16 48.16 28.93 Weibo WB ... 26 42.96 +1.86 ... 70.89 37.05 SelectiveIns SIGI 1.5 20 66.95 –0.96 .25 108.01 44.41 Synaptics SYNA ... 33 105.90 +4.94 ... 29.30 5.00 RealReal REAL ... dd 27.29 +0.04 ... 24.77 8.56 uCloudlink UCL ... dd 10.38 +0.08 ... 24.91 6.82 Wendy's WEN 1.4 45 20.85 –0.80 .07 83.27 26.03 Semtech SMTC ... cc 82.82 +5.50 ... 6.02 2.17 Synchronoss SNCR ... dd 4.89 +0.52 ... 257.96 88.17 ReataPharm RETA ... dd 113.37 +1.44 ... 310.49 124.05 UltaBeauty ULTA ... 76 299.92 –1.93 ... 47.43 28.99 WernerEnterprises WERN .8 19 42.96 +1.01 .09 48.05 25.04 SenecaFoods A SENEA ... 4 38.41 –1.69 ... 27.85 6.32 SyndaxPharm SNDX ... dd 20.23 –3.50 ... 55.48 29.90 RedRiverBcshs RRBI .5 14 52.97 +0.76 .06 43.88 11.79 UltraClean UCTT ... 40 43.36 +3.33 ... 36.88 17.46 WesBanco WSBC 4.0 19 31.65 –0.03 .32 38.50 2.52 SeresTherap MCRB ... dd 24.05 –0.43 ... 78.29 30.02 SyneosHealth SYNH ... 42 76.09 +0.67 ... 24.49 13.74 WestBancorp WTBA 4.0 11 21.01 +0.02 .21 37.29 4.04 RedRobin RRGB ... dd 23.90 –0.99 ... 179.65 31.99 UltragenyxPharm RARE ... dd 140.47 +2.50 ... 23.38 3.59 ServiceProperties SVC .4 dd 11.08 –0.14 .01 4.30 1.35 Synlogic SYBX ... dd 4.09 +0.57 ... 67.26 46.94 WestamericaBncp WABC 2.7 21 61.52 +2.09 .41 27.91 2.76 RedRockResorts RRR .0 dd 25.75 +0.72 .10 8.85 4.85 Ultralife ULBI ... 23 6.80 +0.02 ... 2.10 0.53 ServiceSource SREV ... dd 1.88 +0.26 ... 280.11 104.90 Synopsys SNPS ... 63 270.14 +11.22 ... 71.76 27.40 WesternDigital WDC .0 dd 50.71 –0.50 .50 83.71 9.63 Redfin RDFN ... dd 75.27 –1.50 ... 18.28 8.88 Umpqua UMPQ 5.2 dd 16.04 –0.64 .21 45.83 21.76 ServisFirstBcshs SFBS 1.9 15 43.23 +1.24 .20 2.90 0.54 SyprisSolutions SYPR ... 22 2.02 +0.24 ... 9.53 4.45 WestNewEngBncp WNEB 3.0 18 6.66 –0.06 .05 11.35 3.26 RedHillBio RDHL ... dd 7.64 +0.21 ... 6.92 3.95 UnicoAmerican UNAM ... dd 5.46 +0.66 ... 1.82 0.37 SesenBio SESN ... dd 1.65 +0.11 ... 15.65 4.26 SyrosPharm SYRS ... dd 12.19 –1.91 ... 8.87 0.70 WestportFuelSys WPRT ... dd 8.20 +1.37 ... 64.65 31.80 RegencyCtrs REG 5.1 cc 46.93 –0.14 .595 35.72 16.50 UnionBankshares UNB 5.0 10 26.51 +0.87 .33 23.93 10.00 17Educ&Tech YQ ... dd 16.90 +4.82 ... 24.59 15.13 WeycoGroup WEYS 5.7 dd 16.98 –0.64 .24 664.64 328.13 RegenPharm REGN ... 20 537.78 +19.85 ... 71.45 34.38 uniQure QURE ... dd 39.26 +1.73 ... 60.52 17.51 ShattuckLabs STTK ...... 50.00 +4.80 ... T 50.73 17.92 Willdan WLDN ... dd 50.36 +1.49 ... 64.37 32.56 RelayTherap RLAY ... dd 61.53 +16.68 ... 84.73 17.80 UnitedAirlines UAL ... dd 42.14 –1.75 ... 59.93 38.35 ShenandoahTel SHEN .8 24 44.29 +1.01 .34 61.66 14.11 WillisLease WLFC ... 13 30.50 –5.55 ... 54.00 23.25 RelmadaTherap RLMD ... dd 35.73 –1.14 ... 25.98 12.60 UnitedBancshares UBOH 2.6 5 24.65 –0.07 .16 143.79 22.01 ShockwaveMed SWAV ... dd 129.98 –6.89 ... 220.97 143.34 WillisTowers WLTW 1.4 25 206.50 –0.15 .71 25.65 9.91 RenalytixAI RNLX ...... 25.65 +3.33 ... 45.42 16.96 TCF Financial TCF 3.4 27 41.29 –2.46 .35 37.23 19.67 UnitedBkshrsWV UBSI 3.9 16 35.68 +0.11 .35 44.21 12.56 ShoeCarnival SCVL .9 51 41.86 –0.85 .09 29.50 3.20 WiMiHologram WIMI ...... 8.57 +2.24 ... 38.44 18.22 Renasant RNST 2.3 24 38.35 +0.67 .22 14.37 4.30 TCG BDC CGBD 11.4 dd 11.25 ... .04 32.52 14.95 UtdCmtyBks UCBI 2.3 17 31.77 +0.24 .18 16.79 7.63 ShoreBancshares SHBI 3.3 11 14.43 +0.12 .12 170.00 44.27 Wingstop WING .4 cc 155.44 +10.49 5.00 101.05 16.05 RenewableEnergy REGI ... 7 100.53 +20.52 ... 35.86 5.84 TCR2 Therap TCRR ... dd 29.04 –3.76 ... 47.52 18.83 UnitedFire UFCS 1.9 dd 30.85 –0.29 .15 32.23 9.01 Shyft SHYF .3 ... 31.89 +2.46 .025 215.00 115.00 Winmark WINA .5 24 183.99 +0.99 3.00 49.08 11.69 Rent-A-Center RCII 2.6 14 47.91 +0.55 .31 23.55 5.25 TelaBio TELA ... dd 14.80 +0.49 ... 18.30 10.65 UnitedGuardian UG 5.1 16 14.23 +0.06 .36 7.04 1.00 Sientra SIEN ... dd 4.72 +0.33 ... 21.14 69.88 22.02 WintrustFin WTFC 1.7 14 65.88 –1.89 .28 46.44 21.45 RepareTherap RPTX ...... 37.70 –3.80 ... 3.44 TFF Pharm TFFP ... dd 17.82 +0.15 ... 10.27 5.04 UnitedSecBcshrs UBFO 5.8 13 7.62 +0.01 .11 28.28 13.05 SierraBancorp BSRR 3.2 11 24.99 –0.40 .20 5.82 1.87 WisdomTreeInvs WETF 2.2 dd 5.43 +0.16 .03 226.97 78.41 Repligen RGEN ... cc 219.32 +3.85 ... 22.47 12.65 TFS Fin TFSL 5.9 65 19.05 –0.15 .28 176.31 75.58 UnitedTherap UTHR ... 16 167.71 –5.11 ... 16.92 8.55 SierraOncology SRRA ... dd 15.96 –0.09 ... 18.49 3.90 WISeKey WKEY ... dd 6.68 –0.11 ... 54.85 8.58 Replimune REPL ... dd 44.33 +1.10 ... 135.54 63.50 T-MobileUS TMUS ... 43 130.36 +3.08 ... 13.28 4.86 Uniti UNIT 4.7 dd 12.70 +0.15 .15 22.22 4.31 SierraWireless SWIR ... dd 21.50 +3.36 ... 319.34 76.81 Wix.com WIX ... dd 249.49 +8.21 ... 45.20 27.05 RepublicBcpKYA RBCAA 2.9 9 39.56 +0.47 .286 71.80 9.19 TPIComposites TPIC ... dd 68.52 +6.38 ... 23.75 8.76 UnityBancorp UNTY 1.7 9 19.38 –0.34 .08 54.32 22.00 SigilonTherap SGTX ...... 34.86 –0.60 ... 161.13 127.91 46.51 Woodward WWD .3 33 122.02 –0.75 .0813 3.84 1.80 RepublicFirstBncp FRBK ... dd 2.84 –0.10 ... 82.51 TRowePrice TROW 2.3 18 156.21 –0.21 .90 15.44 2.72 UnityBiotech UBX ... dd 6.81 –0.11 ... 160.63 68.98 SignatureBank SBNY 1.4 16 160.27 +5.94 .56 84.70 259.01 107.75 Workday WDAY ... dd 235.53 +12.97 ... 16.21 8.66 ResourcesConnect RGP 4.4 33 12.62 –0.01 .14 26.28 TTEC TTEC .9 38 82.89 +9.11 2.14 262.77 105.11 UnivDisplay OLED .2 cc 247.86 –2.74 .15 40.44 24.65 SilganHoldings SLGN 1.3 15 37.40 +1.33 .12 16.25 8.06 TTM Tech TTMI ... dd 14.17 +0.07 ... 151.38 43.16 WorldAcceptance WRLD ... 12 112.19 –28.86 ... 17.62 5.84 RetailOppor ROIC .0 51 14.39 +0.08 .20 48.01 60.44 29.50 UnivElectro UEIC ... 26 60.16 +3.39 ... 20.93 Silicom SILC ... 45 44.70 +0.34 ... 2.31 0.24 T2Biosystems TTOO ... dd 1.87 +0.06 ... 23.97 138.44 35.84 WynnResorts WYNN .0 dd 107.45 +1.22 1.00 34.62 11.78 RevanceTherap RVNC ... dd 28.59 –0.05 ... 144.68 65.09 SiliconLab SLAB ... cc 142.36 +6.33 ... 11.02 UnivLogistics ULH 1.8 16 23.26 +0.56 .105 47.83 17.35 RevolutionMed RVMD ... dd 43.17 +2.40 ... 69.72 30.12 TabulaRasaHlth TRHC ... dd 51.44 –0.28 ... 13.89 5.12 UnivStainless USAP ... dd 7.87 –0.33 ... 52.46 26.72 SiliconMotion SIMO 2.7 17 51.13 +1.71 .35 65.46 29.47 TactileSystems TCMD ... dd 52.62 +2.22 ... XYZ 36.00 21.61 ReynoldsCnsmr REYN 3.0 18 29.52 +0.59 .22 75.80 20.84 SilkRoadMed SILK ... dd 60.33 +0.52 ... 26.00 13.20 UnivestFin UVSP 3.4 19 23.39 –0.31 .20 39.89 12.99 RhythmPharm RYTM ... dd 39.49 +5.23 ... 12.65 2.48 TaiwanLiposome TLC ... dd 4.40 –0.07 ... 18.88 2.03 UpFintech TIGR ... cc 17.76 +3.85 ... 54.41 24.22 SilverbackTherap SBTX ...... 45.64 –2.68 ... 211.44 100.00 TakeTwoSoftware TTWO ... 49 204.66 +8.38 ... 46.32 14.14 XOMA XOMA ... dd 39.31 –0.62 ... 7.49 1.95 RibbonComms RBBN ... dd 6.81 +0.02 ... 15.98 6.21 SilvercrestAsset SAMG 4.2 14 15.34 –0.14 .16 51.48 20.75 UplandSoftware UPLD ... dd 49.86 +4.30 ... 6.90 3.10 RichardsonElec RELL 3.7 dd 6.52 +0.40 .06 46.80 18.30 Talend TLND ... dd 45.08 +5.17 ... 69.48 22.61 Upstart UPST ...... 64.47 +8.47 ... 52.94 15.50 XP XP ... 61 42.11 +2.32 ... 27.19 13.75 SimmonsFirstNat SFNC 2.5 12 27.05 +0.87 .17 123.74 43.69 TandemDiabetes TNDM ... dd 98.62 +6.90 ... 23.87 8.72 XBiotech XBIT ... 1 16.85 +0.49 ... 5.24 1.23 RigelPharm RIGL ... dd 3.75 –0.01 ... 34.57 10.58 SinclairBroadcast SBGI 2.5 dd 31.97 –1.23 .20 44.05 5.14 Upwork UPWK ... dd 41.35 +2.55 ... 7.56 0.77 RigNet RNET ... dd 7.42 +0.35 ... 5.36 1.50 TarenaIntl TEDU ... dd 3.11 +0.13 ... 32.86 12.28 UrbanOutfitters URBN ... dd 26.76 –1.37 ... 1.86 0.40 XcelBrands XELB ... dd 1.39 +0.01 ... 7.60 5.74 1.41 SioGeneTherap SIOX ... dd 2.80 –0.06 ... 63.69 15.32 TarsusPharm TARS ...... 40.72 –2.45 ... 76.44 46.58 XcelEnergy XEL 2.7 23 64.76 –0.20 .43 2.22 RiminiStreet RMNI ... dd 7.50 +1.00 ... 12.77 5.06 SiriusIntlIns SG ... dd 12.02 –0.08 ... 31.70 13.12 UroGenPharma URGN ... dd 21.00 +0.97 ... 50.57 7.63 3.77 RiverviewBncp RVSB 3.7 12 5.34 +0.08 .05 8.34 3.00 TatTechnologies TATT ... dd 5.86 –0.32 ... 16.25 6.55 UrovantSci UROV ... dd 16.24 +0.08 ... 19.35 Xencor XNCR ... dd 48.50 +0.04 ... 7.40 4.11 SiriusXM SIRI 1.0 25 5.97 +0.17 .0146 33.35 18.16 TayshaGene TSHA ...... 30.81 +1.23 ... 12.75 4.00 RiverviewFinl RIVE .0 dd 10.03 –0.13 .075 109.00 75.33 UtahMedProducts UTMD 1.3 28 87.23 –1.56 .285 18.45 7.00 XenonPharms XENE ... dd 15.97 –0.09 ... 143.46 15.42 SiTime SITM ... dd 138.44 +1.94 ... 74.45 16.82 TechTarget TTGT ... cc 72.44 +3.90 ... 63.99 9.01 RocketPharm RCKT ... dd 55.00 –0.05 ... 2.88 0.82 UTStarcom UTSI ...... 1.86 +0.03 ... 7.16 1.42 XerisPharm XERS ... dd 5.34 –0.03 ... 64.97 10.58 SkyWest SKYW .0 20 42.48 +0.71 .14 12.61 6.15 Ericsson ERIC .9 26 11.83 +0.07 .0546 3.85 0.83 RockwellMedical RMTI ... dd 1.42 +0.22 ... 2.79 0.72 Uxin UXIN ... dd 1.27 +0.22 ... 7.44 0.76 XiaobaiMaimai HX ...... 2.67 +0.27 ... 168.95 67.90 Skyworks SWKS 1.2 34 161.27 +9.27 .50 6.50 3.45 TeleNav TNAV ... 38 4.79 +0.04 ... 33.32 14.96 RockyBrands RCKY 1.8 14 30.64 –0.76 .14 154.93 67.68 Xilinx XLNX 1.1 58 142.94 +6.34 .38 99.93 15.27 SleepNumber SNBR ... 28 99.54 +4.59 ... 6.46 0.46 Teligent TLGT ... dd 1.18 +0.16 ... 8.86 2.55 RockyMtnChoc RMCF .0 dd 4.45 +0.03 .12 22.09 9.01 Xperi XPER .9 dd 21.83 +0.36 .05 2.28 0.55 SmartSand SND ... 2 1.85 –0.10 ... 41.84 18.08 Telos TLS ... dd 39.83 +2.07 ... V 448.17 58.22 Roku ROKU ... dd 422.85 +14.55 ... 6.04 2.38 Xunlei XNET ... dd 4.32 +0.47 ... 15.54 3.64 SmileDirectClub SDC ... dd 11.06 –0.36 ... 191.24 48.78 10xGenomics TXG ... dd 187.00 +7.33 ... 29.48 13.57 Root ROOT ...... 19.59 –0.27 ... 55.22 14.16 Y-mAbsTherap YMAB ... dd 44.90 –2.65 ... 23.57 4.24 Smith&Wesson SWBI 1.1 26 17.87 –3.30 .05 58.45 16.28 Tenable TENB ... dd 53.67 –0.10 ... 2.78 1.20 VEON VEON 19.9 dd 1.80 –0.09 .15 124.16 56.30 RossStores ROST .0 cc 113.33 –3.64 .285 6.56 1.29 YRC Worldwide YRCW ... dd 5.45 +0.26 ... 16.95 8.03 SoYoungIntl SY ... cc 13.23 +1.80 ... 143.40 42.87 Teradyne TER .3 35 137.95 +0.65 .10 23.97 1.82 VOXX Intl VOXX ... dd 21.33 –0.21 ... 147.64 59.78 RoyalGold RGLD 1.1 29 104.94 +0.79 .30 72.95 27.93 Yandex YNDX ... 67 66.44 –0.88 ... 25.71 5.41 Sohu.com SOHU ... dd 18.56 +2.13 ... 30.43 19.23 TerritBanc TBNK 3.5 13 26.16 –0.35 .10 42.43 13.83 VSE VSEC .9 dd 41.39 +0.54 .09 56.50 34.80 RoyaltyPharma RPRX 1.3 15 51.16 –0.79 .17 51.27 34.56 YorkWater YORW 1.6 37 45.71 –0.41 .1874 14.00 5.00 SolGelTech SLGL ... dd 10.47 +0.04 ... 884.49 70.10 Tesla TSLA ... cc 846.64 +20.48 ... 6.15 1.00 VyneTherap VYNE ... dd 1.88 +0.21 ... 13.70 3.35 RubiusTherap RUBY ... dd 9.48 ...... 6.05 1.67 Yunji YJ ... dd 2.56 +0.28 ... 21.19 7.42 SolarCapital SLRC 9.2 dd 17.85 +0.07 .41 12.26 4.12 TesscoTech TESS .0 dd 7.27 –0.11 .02 11.34 6.00 ValleyNatlBncp VLY 4.0 14 10.99 +0.33 .11 9.01 2.06 ZAGG ZAGG ... dd 4.24 +0.07 ... 9.18 2.26 RuhnnHolding RUHN ... dd 3.08 +0.09 ... 18.29 6.30 SolarSeniorCap SUNS 8.0 19 15.09 –0.45 .10 142.69 63.61 TetraTech TTEK .5 45 142.42 +9.90 .17 15.01 7.12 VandaPharm VNDA ... 40 14.20 +0.47 ... 4.54 1.80 Ziopharm ZIOP ... dd 3.63 +0.12 ... 46.61 18.17 RushEnt A RUSHA 1.2 20 46.20 +1.60 .14 377.00 67.02 SolarEdgeTech SEDG ... 96 321.12 +38.86 ... 70.61 19.10 TexasCapBcshs TCBI ... 60 66.37 –2.06 ... 30.93 10.37 VarexImaging VREX ... dd 20.27 +1.81 ... 193.54 43.06 ZaiLab ZLAB ...... 181.76 +10.86 ... 43.19 14.43 RushEnt B RUSHB 1.3 19 43.19 +2.34 .14 8.56 1.93 SolidBiosci SLDB ... dd 6.42 –0.06 ... 175.47 93.09 TexasInstruments TXN 2.4 33 172.81 +3.62 1.02 185.77 48.95 VaronisSystems VRNS ... dd 184.02 +11.19 ... 44.60 22.00 ZealandPharma ZEAL ... dd 37.19 –0.43 ... 24.42 2.32 RuthsHospitality RUTH .0 dd 19.54 +0.72 .15 28.50 6.58 Sonos SONO ... dd 28.30 +1.97 ... 84.27 25.15 TexasRoadhouse TXRH .0 cc 79.71 –0.91 .36 3.09 0.90 VascularBiogenics VBLT ... dd 2.69 +0.19 ... 419.21 150.06 ZebraTech ZBRA ... 47 408.84 –0.38 ... 118.17 44.44 Ryanair RYAAY ... dd 104.98 –3.16 ... 29.00 24.05 SoteraHealth SHC ...... 26.80 +1.31 ... 17.40 3.36 TheBancorp TBBK ... 17 17.34 +0.93 ... 22.35 10.94 VastaPlatform VSTA ...... 13.70 –0.74 ... 61.29 22.00 ZentalisPharm ZNTL ... dd 43.22 –5.91 ... 6.46 1.43 SotherlyHotels SOHO ... dd 2.69 –0.06 ... 2.68 0.85 TherapeuticsMD TXMD ... dd 1.50 +0.12 ... 58.48 17.80 Vaxcyte PCVX ... dd 25.14 –0.56 ... 158.80 18.65 Zillow A ZG ... dd 152.05 +8.15 ... S 22.00 11.30 SouthPlainsFin SPFI 1.0 9 20.09 +0.49 .05 31.54 14.48 TheravanceBio TBPH ... dd 18.13 +0.14 ... 21.00 7.42 VeecoInstr VECO ... dd 20.68 +0.75 ... 151.97 20.04 Zillow C Z ... dd 145.82 +8.32 ... 86.43 40.42 SouthState SSB 2.4 52 79.58 –0.51 .47 7.69 2.29 36Kr KRKR ... dd 5.30 +2.11 ... 32.50 9.87 VelodyneLidar VLDR ... dd 23.15 +0.20 ... 51.22 23.58 ZionsBancorp ZION 2.8 16 48.12 –1.02 .34 39.62 16.98 S&T Bancorp STBA 4.0 53 28.29 ... .28 42.23 20.89 SouthernFirstBcsh SFST ... 19 40.90 +2.11 ... 18.06 6.37 360DigiTech QFIN ... 6 15.99 +1.73 ... 14.41 0.05 VelodyneLidarWt VLDRW ...... 8.65 +0.12 ... 9.46 2.84 Zix ZIXI ... dd 8.49 –0.30 ... 328.37 205.20 SBA Comm SBAC .7 dd 272.71 +3.61 .465 38.98 17.30 SoMO Bancorp SMBC 1.8 10 32.92 +0.64 .15 22.61 2.43 Tilray TLRY ... dd 18.02 –1.68 ... 9.00 1.60 VenusConcept VERO ... dd 2.37 +0.10 ... 54.45 16.65 Zogenix ZGNX ... dd 19.30 +0.66 ... 11.90 4.20 SCYNEXIS SCYX ... dd 8.11 +0.22 ... 16.41 7.58 SoNtlBcpVA SONA 3.1 13 12.78 +0.08 .10 28.74 13.60 TimberlandBncp TSBK 2.9 10 27.80 +0.27 .20 10.92 3.12 VeraBradley VRA ... 22 8.47 +0.43 ... 588.84 70.26 ZoomVideo ZM ... cc 383.40 –1.13 ... 69.61 35.41 SEI Investments SEIC 1.2 20 59.40 –0.27 .37 37.19 23.51 SouthsideBcshs SBSI 3.8 16 33.40 +0.15 .05 23.31 6.96 TitanMachinery TITN ... 26 22.48 +0.20 ... 63.55 13.90 Veracyte VCYT ... dd 55.24 +4.45 ... 64.40 30.83 ZoomInfoTech ZI ... dd 46.27 +0.93 ... 32.00 7.20 SI-BONE SIBN ... dd 31.20 +2.72 ... 11.32 5.25 SparkEnergy SPKE 6.7 9 10.87 +0.02 .1813 24.83 1.92 TivityHealth TVTY ... dd 21.96 +1.31 ... 4.67 1.08 Verastem VSTM ... dd 2.20 –0.25 ... 7.24 1.08 Zovio ZVO ... dd 5.50 +0.09 ... 8.10 3.96 SIGA Tech SIGA ... 17 7.02 –0.25 ... 23.94 9.00 SpartanNash SPTN 4.3 9 18.10 +0.11 .1925 12.17 0.62 TizianaLifeSci TLSA ... dd 3.97 +0.93 ... 74.98 32.44 VerintSystems VRNT ... cc 72.18 +0.33 ... 218.00 35.00 Zscaler ZS ... dd 217.36 +6.30 ... 45.68 26.04 Sina SINA ... dd 43.08 +1.34 ... 5.24 1.74 SpectrumPharm SPPI ... dd 3.99 +0.40 ... 2.46 0.39 TonixPharm TNXP ... dd 1.03 +0.12 ... 221.30 148.77 VeriSign VRSN ... 28 194.75 –0.52 ... 45.87 13.13 Zumiez ZUMZ ... 16 44.04 –0.96 ... 14.15 5.60 SLM SLM .9 9 13.23 –0.55 .03 23.64 5.25 SperoTherap SPRO ... dd 18.79 +2.34 ... 48.86 6.34 Torm TRMD 25.6 2 7.41 –0.35 .85 210.66 116.61 VeriskAnalytics VRSK .6 48 192.76 +2.74 .27 7.45 2.55 ZynerbaPharma ZYNE ... dd 3.58 –0.01 ... 41.71 16.42 SMART Global SGH ... cc 40.85 +1.63 ... 22.35 8.96 SpiritofTexas STXB 2.0 13 18.08 +0.13 .09 30.87 12.13 TowerSemi TSEM ... 41 30.23 +1.78 ... 29.51 10.02 Veritex VBTX 2.4 18 28.38 –0.37 .17 11.09 5.65 Zynga ZNGA ... dd 10.71 +1.04 ... January 25, 2021 BARRON’S M23 Exchange-Traded Portfolios

Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. InnovRuss2000Oct KOCT ... 26.20 +0.07 ... iShBds2021TermHY IBHA 3.5 24.30 –0.02 .0588 TrueStructOutAug AUGZ ... 28.34 +0.30 ... FT NasdComBk QABA 2.3 49.53 +0.25 .286 InvscKBWPrEquREIT KBWY 9.9 20.98 –0.32 .1286 Bats InnovRuss2000Apr KAPR ... 26.94 +0.02 ... iShBds2026TermHY IBHF 7.4 25.45 +0.06 .1563 TrueStructOutDec DECZ ... 25.89 +0.26 ... FT NasdCleanEdge QCLN .2 86.71 +5.97 .0708 InvscKBWP&CIns KBWP 1.9 68.20 –1.07 .3897 InnovRuss2000Jan KJAN ... 29.85 +0.25 ... iShBds2023TermHY IBHC 5.5 24.48 –0.15 .1222 TrueStructOutJan JANZ ... 25.71 +0.43 ... FT NasdClEdSmGr GRID .6 86.29 +2.09 .1462 InvscKBWRegBkg KBWR 2.6 53.28 +0.15 .3565 ALPSCleanEnergy ACES .5 98.32 +6.64 .0806 InnovS&P500Buff BJUL ... 30.30 +0.12 ... iShBds2022TermHY IBHB 5.4 24.29 –0.02 .1097 TrueStructOutJul JULZ ... 29.72 +0.51 ... FT NasdCybersec CIBR 1.1 45.71 +0.92 .027 InvscNasdNext100 QQQJ .4 33.04 +0.74 .0289 ALPS DisrupTech DTEC .3 48.62 +1.78 .169 InnovS&P500BuffO BOCT ... 30.33 +0.25 ... iShInflHdgCpBd LQDI 2.3 29.12 +0.04 .0531 TrueStructOutNov NVMZ ... 28.15 +0.49 ... FT NasdGlblAuto CARZ .6 57.91 +3.37 .1777 InvscNasd100 QQQM .6 133.78 +5.68 .2063 ARK AutoTech ARKQ .0 90.57 +4.86 .6561 InnovS&P500BuffA BAPR ... 29.85 +0.10 ... iShIntlAggregateBd IAGG 2.0 55.92 –0.11 .0476 TrueStructOutOct OCTZ ... 27.66 +0.45 ... FT Nasd100xTech QQXT .3 80.60 +0.92 .083 InvscNasdInt PNQI ... 241.59 +11.80 ... ARKGenomicRev ARKG .0 110.54 +2.58 .4256 InnovS&P500Aug BAUG ... 30.09 +0.26 ... iShIntlDivGrowth IGRO 2.4 64.51 +0.51 .3253 TrueStructOutSep SEPZ ... 27.05 +0.20 ... FT Nasd100Tech QTEC .4 145.52 +4.04 .1118 Invsc1-30LadTrea PLW 1.0 37.61 –0.02 .0282 ARK Israel Innov IZRL ... 33.02 +0.62 ... InnovS&P500Dec BDEC ... 30.91 +0.39 ... iShLiquidityIncm ICSH 1.2 50.55 +0.03 .0246 UphldgsCompKings KNGS ... 27.36 +1.05 ... FT NasdArtlIntel ROBT .2 55.61 +2.79 .0505 InvscQQQI QQQ .5 325.42 +13.56 .5613 AVDR US LC ESG AVDG ... 25.82 +0.43 ... InnovS&P500Feb BFEB ... 27.45 +0.15 ... iShMSCIArgentina AGT .9 26.17 +0.10 .1711 VanEckAMTFrIntMuni ITM 2.0 51.98 +0.09 .0714 FTNasdaqBk FTXO 2.5 26.50 –0.19 .1763 InvscRAFIStDvxUS ISDX 1.9 28.37 +0.07 .0988 AVDR US LC Ldg AVDR ... 26.17 +0.32 ... InnovS&P500Jan BJAN ... 33.20 +0.49 ... iShMSCIChileCapped ECH 2.1 31.61 –0.17 .1472 VanEckAMTFrLgMun MLN 2.5 21.83 +0.06 .411 FT NasdFood&Bev FTXG 1.3 23.99 +0.18 .0928 InvscRAFIStratEM ISEM 2.5 28.67 +0.13 .1619 AffinityWorldLdr WLDR 1.7 23.88 –0.21 .1736 InnovS&P500BuffJun BJUN ... 31.37 +0.20 ... iShMSCIChinaAETF CNYA 1.0 45.54 +0.98 .3541 VanEckAMTFrShMuni SMB 1.5 18.14 +0.03 .0222 FT NasdOil&Gas FTXN 1.6 13.21 –0.72 .0283 InvscRAFIStratUS IUS 1.7 32.58 +0.32 .1432 AgilityDynTacti THY 3.3 25.42 +0.05 .4954 InnovS&P500BuffMar BMAR ... 29.85 +0.11 ... iShMSCIDenmarkCap EDEN .4 98.93 +1.94 .0472 VanEckCEFMuni XMPT 3.8 28.46 +0.03 .1083 FT NasdPharm FTXH .8 26.64 –0.07 .0644 InvscRAFIStrUSSm IUSS .8 32.15 +0.67 .069 AgilityMgdRisk MRSK 3.2 28.21 +0.26 1.1989 InnovS&P500BffMay BMAY ... 29.81 +0.14 ... iShMSCIEmgMulti EMGF 1.8 52.82 +2.01 .5472 VanEckHYMuni HYD 4.0 62.46 +0.29 .2073 FT NasdRetail FTXD .8 30.35 –0.25 .0745 InvscR1000LoBeta USLB 2.4 35.79 +0.29 .1774 AlphaIntQuMom IMOM .6 36.64 +1.64 .084 InnovS&P500BuffN BNOV ... 30.09 +0.25 ... iShMSCIEurozone EZU 2.1 44.87 +0.47 .623 VanEckMdyBBBCpBd MBBB 2.2 25.17 –0.03 .047 FT NasdSemicon FTXL .4 66.68 +1.54 .0775 InvscS&PSCCnsDisc PSCD .5 94.80 +3.26 .0937 AlphaIntQuVal IVAL 1.4 28.25 +0.06 .1699 InnovS&P500JSep BSEP ... 29.52 +0.31 ... iShMSCIFinlandCap EFNL 2.8 46.33 +1.14 .5702 VanEckMdyIGCpBd MIG 2.1 25.07 –0.03 .0445 FT NasdaqTrans FTXR .3 30.47 +0.75 .042 InvscS&PSCCnsStpl PSCC 1.5 92.96 +2.28 .5263 AlphaUSQuMom QMOM .1 59.78 +2.86 .0444 InnovS&P500Divrs BUFF 1.6 33.44 +0.20 .0666 iShMSCIGermanySC EWGS 1.1 79.52 +2.65 .3159 VanEckMornDur DURA 3.5 28.59 –0.02 .2522 FT Nasd100 EW QQEW .3 104.01 +2.03 .0929 InvscS&PSCEner PSCE .7 5.37 –0.02 .0046 AlphaUSQuVal QVAL 1.7 30.24 +0.58 .2705 InnovS&P500Pwr PJUL ... 28.92 +0.12 ... iShMSCIGlbMet&MnPr PICK 2.1 39.24 –0.20 .4633 VanEckMornGlb GOAT 1.2 36.16 +0.64 1.0288 FT RBA AmerInd AIRR .1 37.49 +0.68 .0193 InvscS&PSCFinls PSCF 3.3 52.22 +0.17 .4463 AlphaArchValMom VMOT ... 28.04 +0.80 ... InnovS&P500PwrF PFEB ... 26.44 +0.12 ... iShMSCIGlSilverMin SLVP 2.6 15.78 +0.31 .3873 VanEckMornIntlMoat MOTI 2.1 34.54 +0.39 .72 FTRisingDivAch RDVY 1.5 41.00 +0.04 .2105 InvscS&PSCHlthCr PSCH ... 185.85 +3.64 ... AlphaCloneAltAlpha ALFA .4 82.98 +2.08 .3668 InnovS&P500PwrN PNOV ... 29.19 +0.14 ... iShMSCIEAFEGrowth EFG .8 103.29 +1.98 .3525 VanEckMornWideMoat MOAT 1.4 64.22 +0.18 .9021 FT RiverFrDynAP RFAP 1.6 58.89 –0.17 .3323 InvscS&PSCIndls PSCI .5 86.68 +1.51 .1149 AmCentFocDyn FDG .0 76.71 +2.01 .0078 InnovS&P500PwrA PAPR ... 27.38 +0.03 ... iShMSCIIndiaETF INDA .3 41.35 +0.36 .0316 VanEckMuni MAAX 2.7 25.12 +0.10 .052 FT RiverFrDynDev RFDI 1.3 66.17 +1.11 .1395 InvscS&PSCInfTech PSCT .1 136.87 +3.64 .0197 AmCentFocLCV FLV 1.1 55.02 –0.11 .1911 InnovS&P500Aug PAUG ... 28.46 +0.18 ... iShMSCIIndiaSC SMIN 1.0 44.14 +0.25 .0495 VanEckRussia RSX 3.2 24.67 –1.03 .7988 FT RiverFrDynEM RFEM 1.1 74.96 +1.98 .0866 InvscS&PSCMatls PSCM 1.5 61.31 –0.67 .40 AmCustSatisfCore ACSI .8 44.66 +1.04 .3524 InnovS&P500PwrD PDEC ... 29.19 +0.23 ... iShMSCIKuwait KWT .5 28.07 +0.37 .0742 VanEckRussiaSC RSXJ 4.3 36.79 –0.13 1.5849 FT RiverFrDynEur RFEU 2.2 67.14 +1.22 .6119 InvscS&PSCUtil PSCU 1.1 57.79 +1.32 .1749 AnfieldCapDiv DALT 2.5 10.10 +0.25 .0475 InnovS&P500Jan PJAN ... 30.84 +0.22 ... iShMSCINorwayCap ENOR 2.3 26.18 +0.34 .3083 VanEckShHYMuni SHYD 3.0 25.22 +0.19 .0648 FT S&PIntDivArist FID 3.8 16.77 –0.01 .2315 InvscVarRateInvt VRIG 1.4 25.07 ... .0192 AnfieldDynFix ADFI 1.5 9.88 –0.01 .0305 InnovS&P500PwrJun PJUN ... 30.24 +0.09 ... iShMSCI UK SC EWUS 1.9 42.86 +0.24 .4099 VanEckVietnam VNM .4 18.35 –0.09 .07 FT SMID CapRising SDVY 1.4 25.59 +0.39 .1312 InvscWaterRscs PHO .4 48.90 +0.64 .0455 AnfieldUSEquity AESR .7 12.16 +0.25 .0548 InnovS&P500PwrBuff PMAR ... 28.56 +0.08 ... iShMSCIEAFEValue EFV 2.3 48.85 +0.11 .6378 VangdESGIntlStk VSGX 1.6 61.81 +1.03 .3361 FT SSI Strat FCVT .9 52.61 +0.77 .04 iShAsia50ETF AIA 1.0 98.57 +4.23 .7062 AnfieldUnivFx AFIF 1.2 9.74 –0.02 .0051 InnovS&P500PwrMay PMAY ... 28.58 +0.10 ... iShMornMultiAsst IYLD 4.4 23.96 +0.09 .1328 VangdESGUSCpBd VCEB 1.3 75.02 –0.19 .1019 FT SrLoanFd FTSL 3.4 48.04 –0.15 .136 iSh3-7YTreasuryBd IEI 1.1 132.55 +0.11 .0868 AptusColIncmOpp ACIO 1.0 27.91 +0.23 .0678 InnovS&P500PwrO POCT ... 27.96 +0.18 ... iShNorthAmNatRscs IGE 3.1 24.96 –0.27 .2041 VangdESGUSStk ESGV 1.1 72.30 +1.55 .2387 FT SC CoreAlpha FYX .6 85.66 +1.83 .2174 iShBrdUSDInvCpBd USIG 2.9 61.22 –0.09 .1368 AptusDefRisk DRSK 1.2 29.49 +0.22 .1136 InnovS&P500Sep PSEP ... 28.14 +0.24 ... iShRussell2500 SMMD 1.2 60.98 +1.04 .25 VangdUSLiquid VFLQ 1.5 99.05 +0.77 .5265 FT SC GrwthAlpha FYC .1 70.34 +2.21 .0606 iShCommodSelStrat COMT .3 27.54 –0.21 .0963 AptusDrawMgd ADME .4 36.53 +0.82 .0184 InnovS&P500UltA UAPR ... 25.00 +0.04 ... iShIntlPfdStock IPFF 4.0 15.82 +0.12 .0478 VangdUSMinVol VFMV 2.1 92.48 +1.42 .7287 FT SC US Equity RNSC 1.2 25.89 +0.23 .1536 iShCoreMSCITotInt IXUS 1.8 70.15 +1.05 .7066 ArrowResCapMgmt ARCM .8 100.21 +0.12 .0111 InnovS&P500UltAug UAUG ... 27.97 +0.07 ... iShShortMaturityBd NEAR 1.5 50.24 +0.03 .0425 VangdUSMom VFMO .4 123.47 +3.86 .1891 FT SC Value FYT .9 45.14 +0.48 .1476 iShCore1-5YUSDBd ISTB 2.2 51.65 +0.05 .0799 BarclaysETN+Select ATMP 7.1 12.68 –0.74 .2257 InnovS&P500UltDec UDEC ... 28.59 +0.14 ... iShShrtMatMuniBd MEAR .9 50.21 +0.01 .0146 VangdUSMultifact VFMF 1.5 89.89 +1.63 .4525 FT StratIncm FDIV 4.1 48.24 –0.36 .17 iShCoreS&PUSGrowth IUSG .9 91.48 +3.56 .2276 BarcRetDisability RODI ... 99.80 +0.31 ... InnovS&P500UltFeb UFEB ... 26.17 +0.08 ... iShCohen&StrsREIT ICF 4.1 54.00 +0.61 .3645 VangdUSQual VFQY 1.2 105.49 +1.16 .4437 FT SwitzAlpha FSZ 1.5 62.80 +0.77 .1533 iShCoreS&PUSValue IUSV 2.4 63.44 –0.25 .4002 BarclaysWILETN WIL ... 82.31 +0.60 ... InnovS&P500UltJan UJAN ... 29.99 +0.20 ... iSh25+YTrStrip GOVZ 1.6 22.38 ... .0296 VangdUSValue VFVA 1.9 83.72 +0.14 .4828 FT TCW Opp FIXD 2.0 54.37 –0.04 .095 iShCoreTotalUSDBd IUSB 2.5 54.22 –0.03 .0477 CBOES&P500DivAr KNG 3.4 48.09 –0.13 .1062 InnovS&P500UltrJul UJUL ... 26.48 +0.04 ... iShUS Div&Buyback DIVB 2.0 34.12 +0.11 .1846 VirtusWMCIntlDiv VWID 4.3 27.95 –0.01 .9254 FT TacticalHY HYLS 5.1 48.86 –0.18 .23 iShCurrHdMSCIGrmny HEWG 2.4 30.05 +0.44 .3777 CabotGrowth CBTG ... 28.04 +1.01 ... InnovS&P500UltJun UJUN ... 28.08 +0.11 ... iShUSInfr IFRA 2.0 31.17 –0.19 .0644 WisdTrYdEnhUSST SHAG 1.9 51.40 +0.05 .055 FT TotalUSMkt TUSA .9 43.47 +0.45 .1147 iShSelectDividend DVY 3.5 100.02 –0.88 .8297 CambriaEmSharehldr EYLD 2.9 36.03 +0.29 .1842 InnovS&P500Ultra UMAR ... 27.77 –0.02 ... iShUSSCValue SVAL 1.0 26.89 +0.16 .0688 WisdomDynCurrIntl DDWM 3.4 28.76 +0.16 .3133 FT USEquityDiv RNDV 2.3 25.61 –0.09 .1733 iShESGAdvHYCorpBd HYXF 4.6 52.45 +0.13 .1461 CambriaFgnShare FYLD 3.7 25.43 –0.13 .2731 InnovS&P500UltMay UMAY ... 27.48 +0.08 ... iShUSTreasuryBdETF GOVT 1.3 27.10 +0.01 .0215 WisdomDynCurrIntSC DDLS 3.1 31.62 +0.21 .3434 FT UK Alpha FKU 1.4 39.18 +0.27 .0709 iShESGAdvMSCI DMXF .6 64.90 +0.54 .1972 CambriaGlbAssetAll GAA 2.6 30.24 +0.17 .1828 InnovS&P500UltN UNOV ... 28.45 +0.09 ... JPMBetaCanada BBCA 2.3 27.52 –0.17 .2213 WT EM ESG Fd RESE 1.7 38.57 +1.03 .1575 FlexShCredScoreUS SKOR 2.3 54.64 +0.07 .702 iShESGAdvMSCIEM EMXF .8 45.56 +1.51 .1734 CambriaGlbMomentum GMOM 1.2 27.11 +0.38 .1925 InnovS&P500UltO UOCT ... 26.92 +0.09 ... JPMBetaDevAsia BBAX 2.4 28.40 +0.44 .0999 WisdomTreeCpBdFd WFIG 2.3 54.91 –0.16 .1025 FlexShRealAsset ASET 2.0 30.51 +0.17 .1718 iShESGAdvUSA USXF 1.1 32.22 +0.58 .092 CambriaGlbRlEst BLDG 2.3 29.57 +0.24 .1709 InnovS&P500UltSep USEP ... 27.20 +0.12 ... JPMBetaEurope BBEU 2.2 26.92 +0.33 .1851 WisdomTreeUSHYCpBd WFHY 4.8 52.46 +0.15 .1975 GlbXAI&Tech AIQ .5 28.67 +1.23 .0548 iShESGAwareMSCI ESGD 1.6 75.17 +0.72 .6075 CambriaGlbValue GVAL 1.9 21.66 –0.29 .0918 InnovS&PHiQualPfd EPRF 5.0 24.37 +0.07 .1316 JPMBetaIntl BBIN 1.0 56.93 +0.61 .2488 WisdTrUSSTCpBd SFIG 2.0 51.74 ... .0625 GlbXAuto&Elc DRIV .3 27.76 +1.36 .0202 iShESGAwareEM ESGE 1.2 45.49 +1.39 .339 CambriaMarijuana TOKE 3.5 18.30 –0.18 .088 InnovTripleStkJan TSJA ... 26.07 +0.46 ... JPMBetaJapan BBJP 1.1 28.65 +0.21 .3145 WisdTrUSSTHY SFHY 4.6 49.38 +0.10 .245 GlbXCannabis POTX 3.7 14.80 –0.64 .1453 iShESGAwareUSA ESGU 1.2 88.44 +1.79 .2921 CambriaShareholder SYLD 1.8 50.47 +1.84 .3176 InnovTripleStkOct TSOC ... 28.56 +0.28 ... JPMBetaUSREIT BBRE 3.1 80.00 +1.02 .9715 WisdTrIntlESGFd RESD 1.8 29.30 +0.38 .1528 GlbXCnBiotech CHB ... 18.47 +1.52 ... iShESG1-5YCpBd SUSB 1.9 26.16 +0.01 .0289 CambriaSovHiYdBd SOVB 2.4 25.83 –0.15 .0672 Innov20+YTrBd5Jl TFJL ... 24.18 –0.11 ... JPM Beta1-5Y BBSA 1.7 26.10 +0.02 .03 WisdTrIntlQualDiv IQDG 1.6 37.99 +0.75 .1901 GlbXCleanTech CTEC .0 28.29 +3.02 .0038 iShESGUSDCorpBd SUSC 2.2 27.96 –0.06 .0008 CambriaTailRiskETF TAIL .4 20.22 –0.07 .0043 Innov20+YTrB9BfJul TBJL ... 24.15 +0.01 ... JPMBetaUSEquity BBUS 1.4 70.61 +1.39 .2884 WisdTrUSMulti USMF 1.3 36.78 +0.51 .0965 GlbXCloudComp CLOU ... 28.60 +1.07 ... iShESGEMLdrs LDEM 1.7 65.37 +2.24 .7816 CambriaTrinity TRTY 1.9 25.38 +0.10 .1735 InvscBalMulti PSMB 2.2 15.57 +0.12 .1334 JPMCorePlusBd JCPB 1.8 55.43 +0.01 .1001 XtrkBBUSIGCpESG ESCR 2.6 22.56 +0.01 .0458 GlbXConsciousCos KRMA .9 28.05 +0.32 .1602 iShESGIUSALdrs SUSL 1.4 66.30 +0.90 .2515 CambriaValue VAMO .9 21.16 +0.09 .0663 InvscConsrvMulti PSMC 2.6 13.55 +0.06 .1377 JPMorganDisciplHY JPHY 4.7 51.86 +0.10 .1841 XtrkrsEurozone EURZ 2.8 24.78 +0.26 .2604 GlbX Cybersec BUG .4 28.96 +0.71 .0004 iShExponentialTech XT .7 60.46 +1.22 .0108 ClearFocVal CFCV 1.6 30.77 +0.11 .2869 InvscFocDiscGrw IVDG ... 12.53 +0.22 ... JPM IntlBdOpps JPIB 3.2 51.69 +0.08 .2876 XtrkJPMEMSvn ESEB 3.6 22.17 +0.10 .1059 GlbXDAXGermany DAX 2.2 31.28 +0.54 .40 iShFallAngelsUSDBd FALN 5.1 29.46 –0.01 .123 CornerCapFundLC FUNL .4 29.45 +0.04 .1274 InvscGrwMultAll PSMG 2.0 16.81 +0.18 .1201 JPM Municipal JMUB 1.9 55.12 +0.11 .0704 XtrkJPMESGUSDHY ESHY 5.9 21.22 +0.05 .1125 GlbXDataCtr VPN .6 16.00 +0.39 .0462 iSh5-10YIGCorpBd IGIB 2.8 61.32 –0.03 .1234 Emles@Home LIV ... 27.25 +1.06 ... InvscModConserv PSMM 2.9 14.78 +0.09 .1466 JPM UltShtIncm JPST 1.4 50.81 ... .039 GlbXecomm EBIZ .4 34.72 +1.39 .1331 iShGNMABondETF GNMA 1.9 50.93 ... .0807 EmlesFedContr FEDX 1.1 27.86 +0.16 .0751 InvscPureDevxNA PBDM 1.7 28.25 +0.38 .0531 JPMUltShMuni JMST .9 51.06 +0.02 .0179 NASDAQ GlbXEdu EDUT ... 19.06 +1.01 ... iShGlbCleanEnergy ICLN .3 32.90 +2.34 .03 EmlesLuxuryGds LUXE .0 27.50 +0.65 .001 InvscPureFTSEEM PBEE 1.7 30.79 +1.01 .0377 LHAMktStAlpha MSVX 1.9 23.74 +0.05 .4594 GlbX EM Internet EWEB ... 18.06 +1.45 ... iShGlbGreenBd BGRN 1.8 56.01 –0.04 .1604 EmlesMadeinAmer AMER 1.4 27.50 +0.40 .094 InvscPureMSCIUSA PBUS 1.3 39.42 +0.92 .1278 LHA MktStTact MSTB 1.7 27.69 +0.52 .4802 GlbXFinTech FINX ... 47.36 +1.60 ... iShGlbTimber WOOD .9 82.77 +2.48 .31 EmlesProAlloc DEFN .4 24.85 +0.09 .0249 InvscPrMSCIUSASC PBSM 1.0 36.45 +0.61 .1988 LeggMasonIntLowVol LVHI 3.9 23.82 –0.14 .0635 AdvShDWAlphaEW DWEQ .0 29.00 +0.95 .0053 GlbXGen&Biotech GNOM .0 26.31 ... .0324 iShiBdsDec30Trea IBTK .6 24.13 +0.03 .0136 EmlesRealEstCrd REC 2.3 25.34 +0.01 .0608 InvscPureUSAggBd PBND 2.5 26.43 –0.04 .0492 MainSectorRot SECT 1.4 36.96 +0.69 .0359 AdvShDW FSM AC DWAW .0 39.89 +1.06 .0602 GlbX Health&Well BFIT .5 26.09 +0.35 .0979 iShiBdsDec28Trea IBTI .6 26.08 +0.03 .015 EsotericaNextG WUGI ... 56.12 +3.72 ... InvscPure0-5YTIPS PBTP 1.2 26.05 +0.06 .2316 Merlyn.AIBest BOB ... 25.10 +0.42 ... AdvShDW FSM US DWUS .1 35.90 +1.42 .0679 GlbXInternetThings SNSR .2 33.89 +0.74 .0642 iShiBdsDec25Trea IBTF .6 26.03 +0.03 .0217 EuclidCapGrwth EUCG ... 26.23 +0.49 ... InvscRealAssets IVRA 15.6 12.06 –0.14 .1569 MerlynAISectSurf DUDE ... 28.65 +1.37 ... AdvShDorseyMc DWMC ... 33.94 +1.89 ... GlbXLongevityThem LNGR .3 29.32 +0.32 .055 iShiBdsDec24Trea IBTE .6 25.90 +0.02 .0149 FTCboeVestBf BUFR ... 21.66 +0.15 ... InvscRuss1000Dyn OMFL 1.4 42.41 +0.56 .1903 MotleyFool100 TMFC ... 36.26 +1.57 ... AdvShDorseyShrt DWSH ... 10.54 +0.04 ... GlbXMSCISuperDiv EFAS 4.3 14.91 –0.19 .0525 iShiBdsDec29Trea IBTJ .7 25.94 +0.03 .0164 FTCboeVestFdDpBf BUFD ... 20.04 ...... InvscRs1000EnhEW USEQ 2.7 32.04 +0.16 .2595 MotleyFoolSCGrw MFMS ... 41.76 +1.69 ... AlphaMarkActiveMgd SMCP .5 27.70 ... .1452 GlbXMillThematic MILN .2 38.88 +1.03 .0572 iShiBdsDec21Trea IBTA .3 25.35 –0.01 .0014 FTCboeVestGold BGLD ... 19.94 ...... InvscRuss2000Dyn OMFS 1.0 37.01 +1.02 .1014 NuvESGEMEquity NUEM ... 37.01 +1.32 ... ArrowInvDWATact DWAT ... 12.79 +0.16 ... GlbXNasd100Cv QYLD 11.1 23.14 +0.17 .2288 iShiBdsDec27Trea IBTH .6 26.05 +0.03 .0132 FTCboeVestGr100Dec QDEC ... 20.39 +0.37 ... InvscS&P500MinVar SPMV 1.7 34.05 +0.23 .1433 NuvESGIntlDev NUDM ... 30.21 +0.42 ... ClearBr AC Grw CACG .5 44.70 +0.92 .2087 GlXNasd100CCGrw QYLG 5.7 30.58 +0.78 .1495 iShiBdsDec26Trea IBTG .6 26.09 +0.03 .0151 FTCboeVestIntlDec YDEC ... 20.51 +0.09 ... InvscS&PIntlDev IDHD 3.7 26.59 +0.04 .1873 NuvESG LC NULC 1.3 36.02 +0.52 1.42 ClearBrDivStrat YLDE 1.5 35.85 +0.12 .14 GlbX Robotics&AI BOTZ .2 35.42 +0.90 .0636 iShiBdsDec23Trea IBTD .5 25.71 +0.01 .0116 FTCboeUSBuffJul FJUL ... 33.23 +0.20 ... InvscS&PSCHiDiv XSHD 5.0 21.25 +0.04 .0644 NuvESGLCGrowth NULG .2 58.42 +1.81 1.5115 ClearBrLCGrw LRGE .4 50.65 +1.50 .1849 GlbXS&PCathDvxUS CEFA 1.7 30.93 –0.17 .2562 iShiBdsDec22Trea IBTB .7 25.43 +0.01 .0151 FTCboeUSBuffAug FAUG ... 35.05 +0.30 ... InvscS&PSCQuality XSHQ 1.1 35.24 +0.51 .0909 NuvESGLCValue NULV 1.4 33.49 –0.26 .468 CSX-LinksCrudeOil USOI 65.2 4.82 –0.04 .0644 GlbXS&P500Catholic CATH 1.2 47.23 +0.99 .3287 iShIndia50ETF INDY .1 43.85 +0.33 .0328 FTCboeUSBuffDec FDEC ... 30.99 +0.31 ... InvscSelectGrw IVSG ... 12.62 +0.51 ... NuvESGMCGrowth NUMG .0 50.72 +0.79 .3748 CSXLGoldCvETN GLDI 14.7 9.46 +0.07 .0714 GlbXSocialMedia SOCL ... 67.67 +3.94 ... iShIntlDevRealEst IFGL 2.2 27.00 +0.11 .2051 FTCboeUSBuffFeb FFEB ... 33.44 +0.26 ... InvscUSLCCoreESG IVLC ... 12.33 +0.23 ... NuvESGMCValue NUMV 1.3 31.55 +0.09 .4164 CSX SilverETN SLVO 27.1 6.40 +0.06 .1159 GlbXSuperDividAlt ALTY 9.0 12.01 –0.01 .0776 iShIntlTreasuryBd IGOV ... 54.88 –0.01 ... FTCboeUSBuffJan FJAN ... 30.50 ...... iPathS&P500DynVIX XVZ ... 38.79 +0.94 ... NuvESGSC NUSC .5 41.57 +0.79 .1991 DemzPolitical DEMZ .3 23.27 +0.30 .0616 GlbXSuperDivdREIT SRET 8.7 9.03 +0.08 .055 iShJPMUSDEmgBd EMB 3.9 113.85 +0.42 .3952 FTCboeUSBuffJun FJUN ... 34.21 +0.19 ... iPathS&PMLPETN IMLP 9.7 10.40 –0.59 .2207 NuvShTermREIT NURE 3.4 27.39 +0.30 .3946 DavisFinl DFNL 1.4 24.63 –0.48 .347 GlbXTelemed EDOC .0 21.67 +1.15 .0064 iShMBSETF MBB 2.1 110.19 +0.02 .1994 FTCboeUSBuffMay FMAY ... 34.69 +0.17 ... iPathBS&P500VIXMid VXZ ... 32.07 +0.08 ... OShEurQualDiv OEUR 3.6 25.29 +0.36 .3945 DavisSelectIntlETF DINT .3 24.75 +0.57 .064 GlbX ThemGrwth GXTG .4 50.98 +0.65 .1874 iShMSCI ACWI ACWI 1.4 93.77 +1.60 .6859 FTCboeUSBuffNov FNOV ... 35.59 +0.42 ... iPathS&P500VIX VXX ... 16.40 –0.71 ... OShGlbInternet OGIG ... 59.03 +3.66 ... DavisUSEquity DUSA .5 30.53 +0.14 .149 GlbXVideoGames HERO .6 33.96 +1.42 .2069 iShMSCIACWIxUS ACWX 1.8 55.39 +0.81 .4912 FTCboeUSBuffOct FOCT ... 31.93 +0.40 ... iPath5-YearBear DFVS ... 13.83 –0.22 ... OShUSQualDiv OUSA 2.0 38.33 +0.24 .0884 DavisWorldwide DWLD .2 32.77 +0.77 .075 GlbXYieldCo&Renew YLCO 2.8 19.24 +0.44 .1031 iShMSCIACxJpn AAXJ 1.0 98.14 +3.41 .6843 FTCboeUSBuffSep FSEP ... 32.49 +0.28 ... iPathUSTrea5YrBull DFVL ... 84.27 +0.25 ... OShUSSCQualDiv OUSM 1.9 32.29 +0.30 .1433 DefNasdJrBio IBBJ .0 37.15 –0.15 .2998 HighlandSrLoan SNLN 3.0 16.16 +0.01 .0338 iShMSCIBrazilSC EWZS 1.2 15.54 –1.12 .0358 FTCboeUSDeepAug DAUG ... 33.25 +0.15 ... iShAdCurrHdgMSCI DEFA 2.1 31.04 +0.29 .3567 OpusSCValue OSCV 1.0 29.93 +0.60 .0958 DorseyWrightETN36 BMLP 8.6 37.70 –2.05 .8095 IQChaikinUSLC CLRG 1.5 29.96 +0.11 .1172 iShMSCIChina MCHI .9 91.06 +5.41 .6037 FTCboeUSDeepDec DDEC ... 30.71 +0.23 ... iShIntmGovt/CredBd GVI 1.9 117.21 +0.11 .1609 PacerBioThreat VIRS .6 29.56 +0.67 .0394 FidelityNasdComp ONEQ .7 526.50 +21.70 1.041 IQ Chaikin US SC CSML .9 31.83 +0.44 .1464 iShMSCI EAFE SC SCZ 1.5 70.15 +1.08 .023 FTCboeUSDeepFeb DFEB ... 32.56 +0.20 ... iShBrdUSDHYCpBd USHY 5.3 41.30 +0.11 .1716 PacerIntCashCow100 ICOW 2.3 30.06 +0.15 .2428 FT AltAbsRet FAAR 3.0 27.37 –0.09 .8214 InvscActMgdETC PDBC .0 15.69 –0.19 .0013 iShMSCI EM Asia EEMA 1.1 95.53 +2.96 .7661 FTCboeUSDeepJan DJAN ... 30.33 ...... iShConvBond ICVT 1.1 103.57 +2.08 .2957 PacerGlCashCows GCOW 4.0 29.75 +0.05 .2921 FT APxJapan FPA 1.5 34.46 +0.39 .2877 InvscBldrSEM50ADR ADRE .9 61.78 +2.06 .2038 iShMSCIEMxChina EMXC 1.4 60.07 +0.50 .5838 FTCboeUSDeepJul DJUL ... 31.84 +0.13 ... iShCoreMSCIEAFE IEFA 1.8 71.19 +0.81 .6123 PacerSaltHitruUS SLT 1.6 38.32 +0.52 .6286 FT BICK BICK .4 40.26 +0.67 .1165 InvscBS2030CorpBd BSCU 2.0 20.02 –0.08 .0304 iShMSCIEuropeFinls EUFN 1.4 17.77 –0.08 .0711 FTCboeUSDeepJun DJUN ... 32.53 +0.11 ... iShCurrHdgMSCIEAFE HEFA 2.0 31.47 +0.18 .2631 PacerSaltLowUS LSLT 2.2 28.58 –0.05 .1233 FT BrazilAlpha FBZ 2.8 12.42 –0.77 .055 InvscBS2030MuniBd BSMU 1.6 25.62 +0.04 .0346 iShMSCIEuropeSmCp IEUS 1.2 64.09 +0.94 .367 FTCboeUSDeepMay DMAY ... 32.86 +0.09 ... iShCurrHdgMSCIEM HEEM 1.4 33.44 +0.92 .313 PacerSwanSOSCon PSCX ... 20.94 +0.17 ... FT BuyWrite FTHI 4.7 20.54 +0.07 .08 InvscBull2028CpBd BSCS 2.5 23.36 –0.09 .0459 iShMSCIGlblGoldMin RING .8 29.63 +0.39 .1443 FTCboeUSDeepNov DNOV ... 33.49 +0.11 ... iShIntlSelDividend IDV 5.3 30.59 –0.13 .2138 PacerSwanSOSFlex PSFD ... 21.18 +0.29 ... FT CEFIncmOpp FCEF 4.9 22.93 +0.21 .09 InvscBull2025CpBd BSCP 2.4 22.48 –0.05 .0363 iShMSCIGlbImpact SDG .9 99.39 +2.90 .4078 FTCboeUSDeepOct DOCT ... 31.10 +0.19 ... iShTransportAvg IYT .9 226.93 –1.55 .384 PacerSwanSOSFd PSFF ... 20.65 +0.24 ... FT CA MuniHi FCAL 2.1 54.27 –0.01 .095 InvsBull25HYCpBd BSJP 4.9 24.42 –0.08 .101 iShMSCIJapanEW EWJE 1.2 39.40 +0.28 .2222 FTCboeUSDeepSep DSEP ... 31.25 +0.15 ... iShU.S.Industrials IYJ 1.7 97.89 +0.34 .2745 PacerSwanSOSMod PSMD ... 21.01 +0.20 ... FT CapStrength FTCS .9 67.44 +0.12 .2077 InvscBull2024CpBd BSCO 2.4 22.33 –0.05 .0408 iShMSCIJapanVal EWJV 1.9 26.71 +0.11 .2295 FidelityBlueChipGr FBCG .0 30.27 +1.23 .002 iShUSAerospace&Def ITA 1.9 93.95 –0.35 .2031 PacerTrendEurIndex PTEU ... 22.47 +0.26 ... FT ChinaAlphaDEX FCA 4.0 29.98 +1.33 .2061 InvsBull24HYCpBd BSJO 4.5 24.89 –0.03 .0949 iShMSCINewZealand ENZL 1.6 68.85 +2.40 .7631 FidelityBlueChipV FBCV .6 24.94 –0.10 .043 iShUSHomeConstrn ITB .4 62.00 +5.05 .0775 PacerTrendpilot450 PTMC .5 33.75 +0.30 .1712 FT CloudComp SKYY .2 100.15 +3.57 .0443 InvscBull2021CpBd BSCL 2.1 21.17 –0.03 .0301 iShMSCIQatar QAT 2.6 18.94 –0.17 .4861 FidelityLowDurBd FLDR 1.2 50.98 ... .029 iShUSOil&GasExpln IEO 2.8 40.04 –0.98 .2213 PacerTrendpilot100 PTNQ .2 53.02 +1.28 .0831 FT DevIntlEquity RNDM 1.1 53.51 +0.58 .3079 InvsBull21HYCpBd BSJL 3.9 23.08 –0.02 .0618 iShMSCITurkeyETF TUR .8 27.99 +0.62 .0776 FidelityNewMill FMIL .9 25.25 –0.05 .007 iShUSTelecomm IYZ 2.5 31.58 +0.14 .1901 PacerTrendpilot750 PTLC 1.1 33.50 +0.63 .3523 FT DevMkts FDT 2.3 59.25 +1.13 .8998 InvscBull2027CpBd BSCR 2.4 22.30 –0.06 .0422 iShMSCIUAE UAE 4.3 13.14 +0.48 .0076 FidelityStkInfl FCPI 5.4 26.93 +0.46 .543 iShESGAwareAgg EAOA 1.5 31.41 +0.49 .1543 PacerUSCashCows100 COWZ 2.4 35.85 +0.29 .2469 FT DevMktsXUS FDTS 2.0 44.10 +0.44 .4026 InvscBull2026CpBd BSCQ 2.4 21.79 –0.05 .0398 iShMornMCValue JKI 2.5 163.67 –1.11 .818 FidelityTargEM FDEM 2.1 28.41 +0.39 .102 iShESGAwareCon EAOK 1.7 27.29 +0.17 .0881 PacerUSSCCash100 CALF .7 35.35 +0.67 .121 FT DorseyDyn5 FVC .2 33.03 +0.97 .0607 InvsBull26HYCpBd BSJQ 4.6 25.59 –0.04 .097 iShNasdaqBiotech IBB .2 164.69 +2.98 .0655 FidelityTargIntl FDEV 2.0 27.94 +0.17 .044 iShESGAwareGrw EAOR 1.4 29.73 +0.36 .1405 PacerWealthShield PWS .5 30.05 +0.04 .0238 FT DorseyFoc5 FV .1 43.01 +1.28 .025 InvscBull2023CpBd BSCN 2.3 21.85 –0.03 .0355 iSh1-5YIGCorpBd IGSB 2.4 55.13 +0.06 .0944 FTLuntUSFactor FCTR .4 30.89 +0.04 .0017 iShESGAwareMod EAOM 1.3 28.09 +0.23 .1286 PointBridgeGOP MAGA 2.5 30.99 –0.09 .7667 FT DorseyIntl5 IFV 1.4 23.48 +0.71 .1087 InvsBull23HYCpBd BSJN 4.6 25.31 –0.04 .0938 iSh13YearIntlTBd ISHG ... 84.68 +0.41 ... FlexShCredScUSLg LKOR 2.9 61.22 –0.12 .5493 iShESGMSCIUSASC ESML .9 37.05 +0.61 .1311 PremiseCapDivTact TCTL 1.0 30.68 +0.35 .3151 FT DW Momentum DDIV 2.6 25.63 –0.02 .2207 InvscBull2022CpBd BSCM 2.2 21.71 –0.03 .0333 iShPHLXSemicond SOXX .7 417.35 +11.28 .7469 FlexMrnUSMktFtrTlt TILT 1.4 151.36 +2.56 .6828 iShESGScrS&P500 XVV 1.2 29.32 +0.67 .0897 ProShGlbListedPrv PEX 5.4 32.80 +0.29 .4724 FT DW Mom&Low DVOL .6 24.85 +0.32 .0094 InvsBull22HYCpBd BSJM 4.2 23.28 –0.04 .0772 iShPfd&Incm PFF 4.8 38.38 +0.31 .0615 FlexSTOXXGlbESGImp ESGG 1.3 128.35 +2.40 .4499 iShESGScrS&PMC XJH 1.3 33.95 +0.60 .114 ProShHY IntRt HYHG 5.2 62.60 +0.44 .2718 FT DW Mom DVLU 1.2 19.38 +0.06 .0729 InvscBS2028HY BSJS 4.6 25.65 –0.04 .1046 iShRuss1000PureUS AMCA 2.1 32.60 +0.04 .1676 FlexSTOXXUSESGImp ESG 1.3 94.31 +1.97 .3534 iShESGScrS&PSC XJR 2.1 36.42 +0.67 .1933 ProShInvGrdIntRt IGHG 2.8 75.54 –0.12 .1658 FT DorseyWright DWPP .5 29.18 +0.65 .0093 InvscBS2028MuniBd BSMS 1.7 26.17 +0.01 .0334 iShS&PSC600Growth IJT .6 125.75 +2.90 .2479 FlexShUSQualLC QLC 1.4 42.38 +0.89 .146 iShEdgeHYDefBd HYDB 5.8 51.47 +0.16 .2852 ProShK1FreeCrude OILK 1.9 46.14 –0.14 .0556 FTDorseyDALI1 DALI 1.2 23.35 +0.66 .0056 InvscBS2025MuniBd BSMP 1.3 26.00 +0.04 .022 iShS&P EM Infra EMIF 2.6 24.02 –0.43 .3221 FormulaHdgGrwth FFHG .4 31.65 +0.34 .0734 iShEdgeInvGrEnhBd IGEB 2.9 54.63 –0.10 .1221 ProShLCCorePlus CSM 1.2 88.02 +2.26 .2826 FT DJ IntlInt FDNI .1 50.86 +3.83 .0744 InvscBS2024MuniBd BSMO 1.1 25.74 –0.03 .0169 iShGlobalInfra IGF 2.3 43.88 –0.49 .5794 FormulaFolIncm FFTI 2.1 24.24 +0.02 .0209 iShEdgeMSCIMinEAFE EFAV 1.3 74.17 +0.43 .9773 ProShDivGrowers EFAD 1.5 43.88 +0.50 .156 FT MultAsstDiv MDIV 5.9 15.27 –0.24 .084 InvscBS2024USDEM BSDE 3.5 26.25 –0.03 .0766 iShShortTreaBd SHV .6 110.51 ... .1554 FormulaFolSmartGrw FFSG 1.5 32.63 +0.64 .2996 iShEdgeMSCIMinVlEM EEMV 2.4 63.41 +0.67 .9422 ProShMSCIEMDiv EMDV 3.0 59.93 +0.30 .3191 FT NasdTechDiv TDIV 2.0 51.27 +0.46 .4005 InvscBull2029CpBd BSCT 2.2 21.53 –0.06 .035 iSh1-3YTreasuryBd SHY .9 86.38 +0.03 .032 FormulaFolTactGrw FFTG 1.0 29.12 +0.51 .2199 iShEdgeMSCIMinVol ACWV 1.8 97.45 +0.26 .791 ProShMSCIEurDiv EUDV 1.3 47.27 +0.60 .06 FT EM Alphadex FEM 2.5 27.01 +0.74 .4512 InvscBS2029MuniBd BSMT 1.8 26.09 +0.01 .0334 iSh7-10YTreasuryBd IEF 1.1 118.58 +0.13 .0725 FrankDisrComm BUYZ ... 56.52 +2.03 ... iShEdgeMSCIMinUSA USMV 1.8 67.74 +0.45 .3023 ProShMergerETF MRGR ... 39.69 +0.29 ... FT EM EquitySel RNEM 2.9 47.94 –0.97 .3285 InvscBS2021MuniBd BSML .7 25.33 +0.01 .0098 iSh20+YTreasuryBd TLT 1.6 151.88 +0.06 .1639 FrankExpData XDAT ... 25.69 +0.93 ... iShMSCIMinVolUSASC SMMV 1.3 35.57 +0.40 .1678 ProShMornAltSoln ALTS .9 37.52 +0.17 .1085 FT EM LocalCurr FEMB 5.3 37.17 –0.49 .16 InvscBS2021USDEM BSAE 3.7 25.26 –0.05 .0768 iSh0-5YInvGrdCpBd SLQD 2.3 52.13 –0.01 .0861 FrankGenAdv HELX .0 51.24 +1.20 .0518 iShEdgeMSCIUSAMom MTUM .8 170.63 +5.98 .3098 ProShPetCare PAWZ .1 74.67 +1.00 .039 FT EM SC Alpha FEMS 2.8 42.58 +0.43 .2508 InvscBS27HYCpBd BSJR 4.6 25.47 –0.07 .1026 JanusSCGrwAlpha JSML .3 67.77 +1.43 .1263 FrankIntMach IQM .0 47.76 +1.55 .0043 iShEdgeMSCIUSAQual QUAL 1.4 116.70 +1.48 .4078 ProShRuss2000Div SMDV 2.0 59.84 –0.41 .4239 FT EnhShtMat FTSM 1.2 60.04 ... .035 InvscBS2027MuniBd BSMR 1.4 25.79 –0.03 .0216 JanusS/MC GrwAlph JSMD .2 66.90 +1.34 .0933 FrankHYCorp FLHY 5.5 26.56 –0.03 .0517 iShEdgeMSCIUSAVal VLUE 2.3 93.01 +0.26 .5351 ProShRussUSDivGrw TMDV 2.3 42.35 –0.16 .3383 FT EuropeAlpha FEP 2.2 39.40 +0.50 .4782 InvscBS2026MuniBd BSMQ 1.5 25.91 +0.01 .0263 LeggMasonGlbInfr INFR 3.1 29.77 –0.43 .1333 FrankIntlAggBd FLIA .6 25.46 +0.02 .0214 iShUSFixedIncmBal FIBR 2.6 102.08 +0.02 .0468 ProShS&P500Arist NOBL 2.1 80.61 –0.32 .5348 FTEurozoneAlpha FEUZ 1.4 43.07 +0.35 .2173 InvscBS2023MuniBd BSMN .9 25.66 +0.01 .0132 LeggMasonLVHD LVHD 2.6 32.68 –0.15 .1972 FrankSrLoan FLBL 3.2 25.06 –0.04 .0005 iShEmMkCorpBdFd CEMB 3.9 52.86 +0.06 .1503 ProShS&PMC400 REGL 2.3 64.82 +0.17 .5134 FT GerAlpha FGM 1.3 52.91 +1.10 .2873 InvscBS2023USDEM BSCE 3.7 26.37 –0.04 .0825 LeggMasonSCQualVal SQLV 1.1 32.75 +0.48 .1478 FranklinLib US FLQL 2.0 38.42 +0.29 .2354 iShEM HY Bd EMHY 5.5 45.77 +0.21 .2833 ProShS&PTechDiv TDV 1.1 54.76 +0.47 .1664 FT GlTactCommod FTGC ... 19.66 –0.22 ... InvscBS2022MuniBd BSMM .8 25.43 +0.07 .0098 LoncarCancerETF CNCR .8 34.42 –0.23 .2881 FranklinLibUS MC FLQM 1.1 39.07 +0.26 .1633 iShEvolCnStpls IECS 2.2 29.98 –0.05 .1836 ProShShortUSDEmgBd EMSH 2.9 73.43 +0.12 .1855 FTHdgBuyWriteIncm FTLB 3.2 20.47 –0.05 .055 InvscBS2022USDEM BSBE 3.9 25.88 –0.11 .0824 LoncarChinaBio CHNA .4 39.10 +4.05 .1546 FranklinLibUS SC FLQS 1.1 34.39 +0.74 .1348 iShEvolUSDisc IEDI .8 41.13 +0.77 .108 ProShShtVIXST SVXY ... 41.59 +0.86 ... FT IPOXEurEq FPXE 1.3 30.01 +1.20 .2332 InvscBuyBackAch PKW 1.4 77.21 –0.06 .2311 LongTermCareETF OLD 1.9 30.70 +0.57 .2449 Freedom100EM FRDM 1.0 33.85 +0.02 .1316 iShEvolUSFin IEFN 2.1 26.31 –0.35 .1361 ProShTrMgdFut FUT 1.1 40.52 –0.10 .0564 FT GlblAgri FTAG 1.6 28.31 +0.15 .1098 InvscDWABasicMatl PYZ 1.0 74.51 –1.57 .1531 Merlyn.AITactGrw SNUG .9 28.11 +0.21 .2283 GlbX FdrRunCos BOSS 1.1 31.87 +0.71 .3365 iShEvolUSHlthcr IEHS .8 38.67 +0.21 .0996 ProShUltVIXST UVXY ... 10.19 –0.71 ... FT GlbNatRscs FTRI 3.4 12.52 –0.07 .0733 InvscDWAConsCyc PEZ .3 87.52 +2.98 .0839 Nasdaq7HANDL HNDL 3.2 25.47 +0.17 .1479 GlbXRuss2000Cvr RYLD 10.7 23.08 +0.02 .2272 iShEvolUSInnHlthcr IEIH 1.1 34.41 +0.44 .6574 ProShsVIXMTFut VIXM ... 38.48 +0.30 ... FTIndiaNifty50EW NFTY .6 40.90 +0.59 .0132 InvscDWACnsStpls PSL .8 88.40 +0.05 .174 PacerCashCows HERD 1.8 30.31 +0.04 .1615 GlbXTarget5 TFIV 5.1 23.82 +0.04 .0925 iShEvoUSMedia IEME .7 35.15 +0.81 .0681 ProShsVIXSTFut VIXY ... 13.42 –0.59 ... FTIndxxInnTran LEGR .9 39.18 +0.27 .0955 InvscDWADevMkt PIZ .4 34.76 +0.94 .0177 PacerEMCashCows ECOW 3.2 24.91 –0.03 .014 GlbXTargetPlus2 TFLT 3.2 24.27 ... .0636 iShEvolUSTech IETC .5 48.77 +2.28 .0555 RareviewDynFx RDFI 1.0 27.20 +0.17 .1788 FTIndxxNextG NXTG 1.0 73.58 +1.55 .2695 InvscDWAEMMom PIE 1.2 24.61 +0.79 .1136 PrincipalHlthInnov BTEC .0 64.66 +0.98 .2154 GlbXUSInfrDevt PAVE .4 22.45 –0.04 .0009 iShExpTechSftwr IGV .3 358.83 +10.94 .0695 RareviewTaxAdv RTAI .5 26.24 +0.07 .0694 FTIntlDevCapStr FICS ... 31.67 +0.39 ... InvscDWAEnerMom PXI 1.5 20.64 –0.23 .0216 PrincplMillennials GENY .7 61.99 +1.99 .1846 GSAccInflUSDBd GTIP 1.0 57.50 +0.27 .0423 iShMtgRealEstCap REM 7.6 32.48 +0.93 .5339 RevWeightUSLC RVRS 1.8 19.57 +0.01 .3525 FTIntlEquOpps FPXI .2 73.99 +4.35 .0126 InvscDWAFinMom PFI 1.5 45.13 +0.15 .0671 PrincipalQual PSET 1.1 46.86 +0.26 .134 GSAccUltShBd GSST 1.1 50.81 +0.03 .0484 iShUSBlendStyle STLC 1.4 36.94 +0.66 .1662 SPDRDoubleEMFixed EMTL 3.3 50.92 –0.14 .1155 FT JapanAlpha FJP 1.0 53.05 +0.82 .1709 InvscDWAHlthcrMom PTH ... 175.87 –0.51 ... PrinUSMega USMC 1.5 36.11 +0.58 .1296 GS EW US LC Equity GSEW 1.5 59.39 +0.42 .2048 iShFctUSGrwStyle STLG .7 33.01 +1.16 .052 SPDRDoubleShDurTR STOT 1.7 49.97 +0.01 .0501 FT LC CoreAlpha FEX 1.2 76.76 +0.61 .2494 InvscDWAIndlsMom PRN .1 103.85 +3.58 .0079 PrinUSSCMulti PSC 1.1 39.64 +0.14 .1487 GSMarketBetaEM GSEE 4.4 59.43 +1.71 .2646 iShUSMidBlendStyle STMB 1.5 38.78 +0.26 .2401 SabaClosedEndFds CEFS 8.3 20.36 +0.21 .14 FT LC GrwthAlpha FTC .4 100.75 +1.71 .037 InvscDWAMom PDP .1 90.66 +2.41 .0237 PrincipalValue PY 2.8 36.04 +0.18 .231 GSMarketBetaInt GSID 2.0 53.95 +0.60 .3178 iShUSSmBlendStyle STSB 1.3 44.33 +0.32 .2737 2ndVoteLifeNeutral LYFE .1 27.19 +0.24 .0264 FT LC US Equity RNLC 1.6 28.40 +0.18 .1152 InvscDWASCMom DWAS .2 85.00 +2.70 .0232 ProcureSpace UFO 1.0 27.85 +0.78 .1628 GSMarketBetaUS GSUS 1.5 53.69 +1.13 .2058 iShFctUSValStyle STLV 2.3 25.50 –0.06 .1739 2ndVoteSocDef EGIS .1 27.99 +0.25 .026 FT LC Value FTA 1.9 57.50 –0.07 .3597 InvscDWATechMom PTF ... 155.17 +10.82 ... ProShEquRising EQRR 2.0 40.82 –0.65 .27 HartfordCoreBd HCRB 1.1 41.71 –0.02 .017 iShFloatingRateBd FLOT 1.2 50.80 ... .0247 SirenDivDefender DFND ... 36.89 +0.55 ... FT LatAmAlpha FLN 1.7 18.47 –1.00 .0693 InvscDWAUtilMom PUI 2.4 31.74 –0.35 .1623 ProShUltNdBio BIB ... 101.91 +4.01 ... HartfordLowVolIntl RODE 3.0 27.67 –0.22 .44 iShGlbxUSDHiYdCpBd HYXU 1.4 56.56 +0.57 .8181 SirenDivLdrsDiv LEAD .8 48.44 +0.48 .156 FT LowDurOpp LMBS 2.3 51.49 –0.06 .09 InvscDivAchvrs PFM 1.9 33.00 +0.07 .165 ProShUltNasdCloud SKYU ... 42.01 ...... HartfordShrtDur HSRT 2.9 41.36 +0.05 .12 iShGlbHiCorpBdFd GHYG 4.4 50.73 +0.17 .2245 SmartSustEnerII SULR ... 34.15 +2.16 ... FT LowDurStrat LDSF 2.6 20.46 –0.07 .03 InvscIntLowBeta IDLB 1.2 30.27 +0.25 .1543 ProShUltNasdCyber UCYB ... 40.55 ...... InnovDoubStkJan DSJA ... 25.99 +0.50 ... iShGoldStrategy IAUF 7.8 57.26 +0.91 4.4706 StrategyResRobust ROMO .9 26.01 +0.48 .2422 FT MgdMuni FMB 2.2 56.79 +0.01 .0975 InvscFTSEUS1500SM PRFZ .8 165.25 +3.57 .3136 ProShUltPrQQQ TQQQ .0 100.52 +11.84 .0001 InnovDoubStkOct DSOC ... 28.52 +0.40 ... iShiBdsDec2028Muni IBMQ 1.2 27.59 +0.04 .0247 SwanHdgEqUSLC HEGD ... 17.03 +0.25 ... FT MC CoreAlpha FNX 1.0 89.01 +1.09 .3367 InvscGlblWater PIO .8 36.05 +0.17 .0819 ProShUltShtQQQ SQQQ 2.4 13.40 –1.92 .3262 InnovDbStk9Jan DBJA ... 25.80 +0.27 ... iShiBdsDec25Muni IBMN 1.1 28.18 +0.03 .0164 3DPrintingETF PRNT ... 40.10 +2.53 ... FT MC GrwthAlpha FNY .2 70.90 +1.64 .0697 InvscGoldenDragon PGJ .3 72.50 +4.88 .0817 ProShUltShNdBtech BIS .5 19.71 –0.85 .1057 InnovDbStk9Oct DBOC ... 27.41 +0.25 ... iShiBdsDec24Muni IBMM 1.2 27.11 +0.03 .0208 TrendAggSG TEGS .0 27.05 +0.18 3.0537 FT MC US Equity RNMC 1.3 25.63 +0.17 .1355 InvscHYBd IHYF 2.4 25.53 –0.06 .1014 SPDRDorseyWrightFx DWFI 2.8 26.40 +0.23 .1355 InnovNasd100Oct NOCT ... 36.45 +0.21 ... iShiBdsDec27Mun IBMP 1.2 27.30 +0.04 .0212 TrendAggUS TAEQ .0 26.57 +0.28 2.1143 FT MC ValAlpha FNK 1.5 37.94 +0.17 .2242 InvscHYEquDivAch PEY 4.1 18.01 –0.27 .0635 SimplifyGrwEq QQC .6 27.75 +1.15 .0431 InnovNasd100Apr NAPR ... 35.60 –0.01 ... iShiBdsDec26Muni IBMO 1.0 27.09 +0.02 .0145 TrimDonForRisk DFNV .0 27.19 +0.61 .0053 FT MCGrAlpDX FAD .3 111.64 +2.51 .0528 InvscIntlBuyBkAch IPKW 1.4 40.49 +0.23 .0891 SimplifyGrwEqDwn QQD .6 27.30 +1.13 .0429 InnovNasd100Jan NJAN ... 38.51 +0.61 ... iShiBdsDec23Muni IBML 1.4 26.22 +0.04 .0254 TrimDonForTact DFHY .4 25.19 +0.07 .0925 FT MuCValAlpha FAB 1.5 61.71 +0.05 .3094 InvscIntlDivAch PID 3.0 16.10 –0.21 .1139 SirenLCBlend SPQQ .9 29.49 +0.35 1.4621 InnovNasd100Jul NJUL ... 44.89 +0.36 ... iShBds2025TermHY IBHE 5.7 24.94 +0.01 .1203 TrimTabsIntlFrCsh TTAI .6 32.92 +0.43 .2029 FTMuniCEFIncmOpp MCEF 3.3 20.29 +0.16 .0625 InvscKBWBank KBWB 2.5 53.41 –1.61 .3299 SirenNasdNexGen BLCN .6 41.91 +0.39 .1022 InnovRuss2000Jul KJUL ... 26.19 +0.07 ... iShiBds2024TermHY IBHD 5.5 24.44 +0.08 .0981 TrimTabsUSFrCsh TTAC .4 47.45 +0.66 .1894 FTMuniHiIncm FMHI 3.1 54.19 –0.02 .14 InvscKBWHiDvYdFn KBWD 9.0 17.30 ... .1207 SoFiGigEcon GIGE .3 41.21 +2.27 .124 M24 BARRON’S January 25, 2021 Exchange-Traded Portfolios

Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. VanEckBiotech BBH .3 187.27 +6.30 .6079 AmplifyLithium BATT .2 18.49 +0.91 .0336 DirexScBear3 TZA 3.4 5.09 –0.33 .0832 FlexShSelBdFd BNDC 2.2 26.75 +0.10 .2032 HorizonKinInfltn INFL ... 24.98 +0.15 ... InvscS&P500Top50 XLG 1.2 291.47 +9.98 .9511 VanEckFallAnglHYBd ANGL 4.7 32.13 –0.04 .1267 AmplifyOnlineRet IBUY .5 127.36 +4.75 .6164 DirexSCBull3 TNA .0 86.29 +4.85 .0103 FlexShDevMkxUSQu QLVD 1.8 26.97 +0.13 .1234 HoyaCapHousing HOMZ 2.9 34.66 +1.15 .02 InvscS&P500ValMom SPVM 2.0 42.61 +0.41 .2024 VanEckGaming BJK .5 47.59 +0.63 .2222 AmpPureJrGold JGLD ... 27.12 +0.26 ... DirexKRBull3 KORU .0 49.03 +2.32 .0031 FlexShDiscDurMBS MBSD 2.8 24.03 +0.05 .0567 HullTacticalUS HTUS .0 29.07 +0.16 1.099 InvscS&PGlbWater CGW 1.3 49.03 +0.35 .6603 VanEckPharm PPH 1.6 70.65 +0.93 .2662 AmpSeymCannabis CNBS .4 23.71 +0.07 .101 DirexTechBear3 TECS 4.6 8.05 –1.12 .1304 FlexShEMQualLo QLVE 1.6 28.22 +0.56 .0273 IQCandESGIntl IQSI 1.6 28.11 +0.35 .1502 InvscS&PIntDvLoVl IDLV 2.3 30.37 +0.05 .0623 VanEckRetail RTH .6 162.93 +2.42 1.0027 AmplifyTransData BLOK 1.7 38.79 –0.73 .658 DirexTechBull3 TECL .1 428.14 +48.69 1.8997 FlexGlbQualRealEst GQRE 2.0 57.96 +0.79 .3285 IQCandESGUS IQSU 1.0 33.17 +0.75 .0848 InvscS&PIntlDev IDMO 1.6 34.82 +0.89 .1439 VanEckSemiconduc SMH ... 240.93 +6.17 ... ArkFinInnov ARKF .0 54.58 +2.88 .0281 DirexTransportBl3 TPOR .1 27.42 –0.62 .009 FlexGlbUpstmNatRsc GUNR 2.6 34.61 –0.12 .1893 IQEnhCorePlusBdUS AGGP .0 19.89 –0.01 .0443 InvscS&PIntlDevQu IDHQ 1.6 30.17 +0.48 .0555 VanEckVideoGam ESPO .1 76.22 +3.59 .0849 ArmorUSEquity ARMR 1.1 22.38 +0.48 .2509 Direx20+TreaBr3 TMV .7 60.18 ... .202 FSHiYdValScored HYGV 6.1 49.47 +0.22 .2752 IQ50%HdgFTSEIntl HFXI 1.9 23.45 +0.22 .1221 InvscS&PMC400EW EWMC 1.1 81.90 +0.88 .1937 VangdEM GovBd VWOB 4.2 80.90 +0.22 .2618 ArrowDJGlobalYd GYLD 6.4 13.57 –0.21 .0259 Direx20+YrTrBull TMF .5 31.20 –0.03 .6861 FlexShiBoxx5YTIPS TDTF 1.1 27.93 +0.14 .022 IQ500IntlETF IQIN 2.2 30.24 +0.16 .3181 InvscS&P400PrGrw RFG .2 225.24 +7.54 .1206 VangdGlblxUS RE VNQI .9 53.91 +0.26 .5053 AvantisCoreFixIncm AVIG 1.3 50.00 ... .045 DirexUtilBl3X UTSL 1.4 27.21 –0.19 .0985 FlexiBx3YDurTIPS TDTT 1.1 26.26 +0.10 .0123 IQGlobalResources GRES 9.6 26.63 +0.11 2.5521 InvscS&P400PrVal RFV 1.4 79.28 +1.02 .1538 VangdIntrCorpBd VCIT 2.6 96.32 –0.12 .0569 AvantisCrMuniFx AVMU ... 50.19 +0.04 ... DirexDynHedge DYHG 1.1 52.72 +0.73 .267 FlexShIntQualDiv IQDE 3.0 23.65 +0.25 .1368 IQ HealthyHearts HART ... 25.47 +0.46 ... InvscS&PMC400Rev RWK .9 76.34 +1.23 .153 VangdIntermTrmTrea VGIT 1.5 69.08 +0.07 .1364 AvantisEM AVEM 1.5 66.36 +1.59 .6411 DirexFallKnives NIFE .6 68.26 –0.74 .1741 FlexShIntQuDivDyn IQDY 2.5 29.59 +0.28 .0886 IQHedgeEventDriven QED 4.4 23.94 +0.12 1.0495 InvscS&PMCLowVol XMLV 1.9 49.65 +0.73 .0902 VangdIntlDivApp VIGI 1.2 83.95 +1.63 .3836 AvantisIntlEquity AVDE 1.6 58.73 +0.50 .5418 DirexFlight FLYT 3.4 50.25 +0.15 1.2325 FlexShIntlQualDiv IQDF 3.0 25.09 +0.16 .1144 IQHedgeL/STracker QLS 2.0 26.05 +0.20 .5173 InvscS&PMCMom XMMO .6 85.43 +3.57 .0394 VangdIntlHiDiv VYMI 3.1 63.70 +0.18 .5876 AvantisIntlSCValue AVDV 1.6 58.70 +0.40 .6557 DirexHiGrowth HIPR .2 61.41 +2.44 .0481 FlexShMDevMktxUS TLTD 2.0 67.68 +0.52 .2709 IQ HedMacrTrac MCRO 2.5 28.82 +0.22 .7123 InvscS&PMCQual XMHQ 1.0 71.84 +1.57 .3143 VangdLTCorpBd VCLT 3.2 108.01 –0.49 .2789 AvantisShortTrmFix AVSF .6 50.18 +0.02 .0188 DirexMSCILvL ESNG 1.3 58.46 +1.21 .1843 FlexShEM FactTilt TLTE 1.8 61.45 +0.92 .1983 IQHedgeMktNeut QMN 2.1 27.45 +0.13 .5692 InvscS&PMCValMom XMVM 1.3 39.62 +0.83 .1418 VangdLong-TermTrea VGLT 1.9 92.39 –0.03 .1336 AvantisUSEquityETF AVUS 1.1 65.90 +1.04 .2241 DirexMoonInnov MOON ... 39.01 +2.86 ... FlexShQualDivDef QDEF 2.4 49.15 +0.67 .3501 IQ HedMultStra QAI 2.0 32.39 +0.26 .6331 InvscS&P100EW EQWL 1.9 70.75 +0.49 .3614 VangdMBS VMBS 1.8 54.05 +0.02 .0985 AvantisUSSCValue AVUV 1.1 63.06 +0.55 .2885 DirexNasd100EW QQQE .5 77.41 +1.43 .1132 FlexShQualDivDyn QDYN 3.1 53.34 +0.72 .3361 IQMacKayMuniIns MMIN 2.2 27.64 +0.05 .0366 InvscS&PSCLowVol XSLV 2.4 43.00 +0.30 .1944 VangdRuss1000 VONE 1.4 180.00 +3.38 .8011 AwareUltShDur AWTM 1.5 49.97 +0.02 .03 DirexRs1000GrOvVal RWGV .3 107.79 +6.36 .158 FlexShQualityDiv QDF 2.3 50.95 +0.62 .3111 IQMacKayMuniInter MMIT 2.5 26.79 +0.05 .071 InvscS&PSCMom XSMO .7 52.95 +1.96 .0301 VangdRuss1000Grw VONG .7 254.50 +9.52 .6246 BNYMellonCoreBd BKAG 1.8 50.33 –0.01 .0705 DirexRs1000ValOvGr RWVG 1.2 50.36 –1.08 .2734 FlexShReadyAcc RAVI 1.3 76.31 +0.04 .0684 IQMergerArbitrage MNA 2.3 33.35 +0.15 .766 InvscS&PSC600EW EWSC .7 72.02 +1.32 .0556 VangdRuss1000Val VONV 2.2 123.00 –0.33 .7726 BNYMellonEM BKEM 2.2 78.90 +2.27 .5258 DirexS&P500HiMin QMJ 1.2 59.63 +1.06 .2117 FlexShSTOXXGlb NFRA 2.2 54.29 –0.28 .3348 IQRealReturn CPI 1.0 27.22 ... .2693 InvscS&P600PrGrw RZG .4 155.53 +5.42 .1201 VangdRuss3000 VTHR 1.3 179.65 +3.36 .7498 BNYMellonHYBeta BKHY 5.9 56.27 –0.08 .2719 DirexWorkFrHome WFH .5 70.78 +2.27 .1367 FlexShUSQualLo QLV 1.2 46.37 +0.97 .1953 IQS&PHYLowVolBd HYLV 4.0 25.35 +0.05 .0841 InvscS&P600PrVal RZV .6 74.46 +0.43 .0942 VangdRuss2000 VTWO .8 173.61 +3.63 .6796 BNYMellonIntl BKIE 1.9 69.14 +0.67 .3028 DirexWrldWithout WWOW ... 28.14 +1.60 ... FrankFTSEAsiaxJpn FLAX 1.4 30.35 +1.07 .3588 IQ US RealEstSC ROOF 3.9 22.19 +0.10 .2912 InvscS&P600Rev RWJ .8 94.22 +3.12 .1418 VangdRuss2000Grw VTWG .4 230.10 +6.53 .3871 BNYM ShDurCpBd BKSB 1.7 51.65 –0.02 .2022 DistillateIntlFund DSTX .3 26.91 +0.46 .0187 FrankFTSEAustralia FLAU 2.1 29.25 +0.49 .2942 IQ UltShrtDur ULTR 1.4 49.66 +0.02 .0201 InvscS&PSCValMom XSVM 1.0 40.12 +1.33 .0868 VangdRuss2000Val VTWV 1.4 125.91 +1.60 .8044 BNYM LC Core BKLC 1.1 72.85 +1.64 .1782 DistillUSFundSt DSTL .8 37.30 +0.16 .303 FrankFTSEBrazil FLBR 2.5 21.58 –1.22 .268 iMDBiHedgeStrat DBEH .1 32.52 +0.58 .0183 InvscS&PSpin-Off CSD .9 59.33 +0.03 .5489 VangdSTCpBd VCSH 2.3 83.13 +0.02 .1309 BNYM US MC Core BKMC 1.1 80.76 +0.77 .2034 EmgqEM Internet EMQQ .2 72.78 +6.12 .1135 FrankFTSECanada FLCA 2.4 28.01 –0.18 .4241 iMDBiMgdFut DBMF .1 26.21 +0.50 .0174 InvscS&PUltDiv RDIV 4.7 35.34 –0.32 .8497 VangdShtTmInfltn VTIP 1.2 51.35 +0.12 .333 BNYM US SC Core BKSE 1.0 90.58 +1.27 .2262 ETFMGAltHarvest MJ 3.4 19.42 –0.40 .10 FrankFTSEChina FLCH .8 35.78 +2.09 .2488 ImpactNAACPMinrty NACP 1.1 29.59 +0.58 .2606 InvscSrLoan BKLN 3.5 22.36 –0.06 .065 VangdShortTermTrea VGSH 1.1 61.62 +0.02 .2195 BallastSmMid MGMT ... 29.42 +0.61 ... ETFMG PrimeCyber HACK 1.0 61.76 +2.14 .04 FrankFTSEEurope FLEE 1.8 26.78 +0.27 .2917 ImpactSustain SDGA .7 26.00 +0.44 .0478 InvscSolar TAN .1 121.11 +14.22 .0922 VangdTotalBd BND 2.2 87.38 +0.03 .0372 BarclyiPathBCarbon GRN ... 67.96 +5.13 ... ETFMGPrmJrSilv SILJ 1.4 14.59 +0.44 .20 FrankFTSEEurHdg FLEH 1.9 24.71 +0.14 .3192 ImpactShsYWCAWomen WOMN 1.6 30.17 +1.17 1.6109 InvscTaxMuniBd BAB 2.9 33.50 +0.10 .0714 VangdTotalCpBd VTC 2.7 92.86 –0.19 .19 Barrons400ETF BFOR .9 53.10 +0.94 .4875 ETFMG PrimeMob IPAY ... 66.12 +1.51 ... FrankFTSEFrance FLFR 1.5 27.35 ... .2332 IndSelSectorSPDR XLI 1.6 88.51 –0.32 .3659 InvscTotalRetBd GTO 2.1 57.41 +0.01 .0751 VangdTotIntlBd BNDX 1.0 58.22 –0.12 .0894 BlkRkFutureHlth BMED ... 31.67 +0.67 ... ETFMGSitUltra VALT 1.5 49.79 +0.02 .0334 FrankFTSEGermany FLGR 2.6 25.35 +0.54 .4064 InfraCapMLP AMZA 15.6 20.74 –1.79 .22 InvscTreaCollat CLTL .6 105.69 +0.01 .0077 VangdTotIntlStk VXUS 2.0 62.80 +0.95 .5903 BlkRkFutInnov BFTR ... 52.44 +1.64 ... ETFMG TravelTech AWAY .0 26.40 +0.40 .01 FrankFTSE HK FLHK 2.9 27.66 +0.42 .5597 InfraCapREITPfd PFFR 6.1 23.60 +0.01 .12 InvscUltShtDur GSY 1.3 50.57 –0.02 .0341 VangdTotWorldBd BNDW 1.6 81.60 –0.10 .0987 BlkRkFutureTech BTEK ... 38.91 +2.24 ... ETFMG Treat GERM 1.6 36.68 +0.86 .285 FrankFTSEIndia FLIN .7 27.29 +0.20 .0575 InfusiveComp JOYY .3 33.64 +1.38 .1092 InvscVRDOTaxFrWk PVI .3 24.92 +0.01 ... VicShDevEnhVol CIZ 1.5 32.19 +0.30 .1136 BlkRkUSEqRotat DYNF 1.5 32.80 +0.48 .1309 ETRACSAlerianMLP AMUB 10.1 9.44 –0.59 .212 FrankFTSEItaly FLIY 2.3 24.65 ... .1759 InnovIBDBreakout BOUT ... 35.26 +1.63 ... InvscVarRtPfd VRP 4.2 25.94 –0.06 .0934 VicShDivAccel VSDA 1.5 39.42 –0.03 .1807 BlueHorizBNE BNE .0 33.33 +2.47 .0044 ETRACSAlernMLPInfr MLPB 10.2 12.64 –0.74 .278 FrankFTSEJapan FLJP 1.5 30.42 +0.18 .2396 InnovIBDLdrs LDRS .7 28.95 –0.05 .0185 InvscWildClnEngy PBW .3 131.30 +12.27 .2782 VicShEMHiDivVol CEY 3.7 22.64 –0.33 .0453 BlueStarIsrael ITEQ .5 73.20 +2.62 .39 EtracsAlerianMid AMND 8.9 28.67 –1.13 .611 FrankFTSEJapanHdg FLJH ... 29.09 +0.20 ... InnovatorIBD50 FFTY ... 46.21 +2.03 ... InvscZacksMC CZA 1.4 78.80 +0.63 1.0837 VicShEMVolWtd CEZ 1.8 27.78 +0.02 .0104 BreakwDryBulk BDRY ... 11.00 –0.04 ... EtracsAlerMidstr AMNA 7.4 27.14 –0.61 .4736 FrankFTSELatAm FLLA 2.2 22.89 –1.03 .3379 InnovLoupFrontier LOUP ... 57.39 +2.89 ... InvscZacksMltIncm CVY 3.2 21.13 –0.03 .1853 VicShIntlHiDivVol CID 3.2 30.55 –0.04 .017 CP HY Trend HYTR 3.0 24.07 +0.05 .1701 EtracsAlerMid AMTR ... 31.17 –1.29 ... FrankFTSEMexico FLMX 1.5 21.69 –0.75 .1897 InnovEAFEPwrJan IJAN ... 25.87 +0.14 ... iPathBloomCocoaTR NIB ... 30.18 –0.22 ... VicShIntlVolWtd CIL 1.7 42.67 +0.05 .1251 CabanaTargetDraw5 TDSA .6 24.48 +0.17 .1468 ETRACSBloomETN DJCB ... 14.81 –0.28 ... FrankFTSERussia FLRU 6.6 25.50 –1.20 1.6797 InnovEAFEPwrJul IJUL ... 24.03 +0.04 ... iPathBloomCommTR DJP ... 22.19 –0.46 ... VicShNasdNext50 QQQN .3 33.70 +0.74 .0367 CabanaTargetDrawdown7 TDSB .5 24.43 +0.09 .1126 EtracsM1.5XLevCEF CEFD 11.3 29.28 +0.41 .3626 FrankFTSESaudiAr FLSA 2.1 26.99 –0.09 .1748 InnovEMPwrJan EJAN ... 30.28 ...... iPathBloomLeadTR LD ... 42.47 +1.32 ... VicShProtectAmer SHLD .6 29.88 +0.14 .0473 CabanaTargetDraw16 TDSE .7 25.57 +0.50 .1698 EtracsM1.5XLevMtg MVRL 13.7 40.47 +1.65 .9769 FrankFTSESAfrica FLZA 4.0 24.02 +0.76 .5605 InnovEMPwrJuly EJUL ... 26.42 +0.03 ... iPathGSCI nts GSP ... 11.58 –0.15 ... VicShTopVetEmp VTRN .8 28.97 –0.12 .0584 CabanaTargetDraw10 TDSC .5 24.90 +0.21 .1335 ETRACSMonthPay2x SMHB 11.9 9.35 –0.08 .119 FrankFTSE SKorea FLKR .9 33.34 +0.72 .304 InspireCpBdImp IBD 1.6 26.50 –0.01 .0329 iPathPBBroadCmod BCM ... 30.55 –0.20 ... VicShUSDiscEnhVol CSF 1.0 54.13 +0.55 .0207 CabanaTargetDraw13 TDSD .6 25.34 +0.45 .1451 ETRACS2xLvHiDiv HDLB 12.0 12.52 –0.14 .0814 FrankFTSESwitz FLSW 2.2 31.36 +0.39 .058 InspireFaithLC FEVR ... 27.31 +0.71 ... iPathPBCrudeOil OIL ... 15.07 –0.01 ... VicShUSEQIncmEnh CDC 2.4 55.31 –0.50 .0068 CannabisETF THCX 3.4 17.32 –0.62 .0478 ETRACSNYSEPick PYPE 10.0 14.82 –0.83 .3324 FrankFTSETaiwan FLTW 1.9 40.57 +0.91 .7677 InspireFaithMC GLRY ... 31.03 +2.19 ... iPathBlmAgricult JJA ... 53.06 –2.78 ... VicShUS500EnhVol CFO .9 64.01 +0.36 .0011 CapLinkNextGen KOIN .4 38.96 +0.67 .1534 EtracsQ1.5XLevWf BDCX 12.7 30.52 +0.41 1.0209 FrankFTSE UK FLGB 2.6 23.31 +0.06 .2767 InspireGlblHope BLES 1.6 34.66 +0.20 .0697 iPathBlmAlum JJU ... 42.80 +0.65 ... VicShUS500Vol CFA 1.2 64.04 +0.45 .0027 CapNextVehicles EKAR .4 40.54 +1.71 .1659 EtracsQ1.5XLevAl MLPR 9.4 24.25 –1.92 .9332 FrankFedIntTxFr FLMI 2.1 26.58 +0.10 .0428 InspireIntlESGETF WWJD 1.2 31.88 +0.26 .0984 iPathBlmCoffee JO ... 36.18 –1.24 ... VicShUSLCHiDivVol CDL 3.2 48.51 –0.43 .0061 ChgFinUSLCFoss CHGX .6 29.39 +0.43 .1678 ETRACS2xM092548 PFFL 9.5 18.74 +0.08 .1083 FrankFedTxFrBd FLMB 2.1 27.40 +0.03 .0224 Inspire100ETF BIBL 1.1 37.50 +0.34 .3413 iPathBlmCopper JJC ... 54.73 +0.21 ... VicShUSMultMin VSMV 1.9 34.64 +0.32 .1408 ChangeCapL/S CBLS ... 25.26 +0.99 ... ETRACSUBSBloomberg UCIB ... 15.67 –0.24 ... FrankInvGradeCp FLCO 3.2 26.74 –0.03 .0831 InspireS/MC Impact ISMD .9 32.82 +0.42 .0287 iPathBlmCotton BAL ... 46.99 +0.58 ... VicShUSSCHiDiv CSB 3.5 52.94 –0.15 .0265 ChangeCapSust CBSE ... 26.13 +0.92 ... ETRACSWFBusDev BDCZ 9.4 16.53 +0.15 .3707 FrankShtDurUSGovt FTSD 1.5 95.83 +0.13 .1163 InspireTactBal RISN .8 26.14 +0.15 .0149 iPathBlmEnergy JJE ... 27.64 –0.68 ... VicShUSSCVolWtd CSA 1.2 57.54 –0.73 .016 ClearSharesOCIO OCIO 2.1 30.67 +0.32 .2427 EcofinDigPay TPAY .2 45.16 +0.88 .1021 FrankSysStyle FLSP .3 19.81 ... 1.5369 InvscActvUSRlEst PSR 3.1 87.11 +0.91 .6996 iPathBlmGrains JJG ... 55.48 –3.68 ... VirtusTerraUSQual JOET .1 26.50 +0.35 .021 ClearPitonInt PIFI ... 99.83 +0.11 ... EcofinGlbWater EBLU 1.4 41.45 +0.16 .2242 FrankUSCoreBd FLCB 2.5 26.01 +0.03 .1689 InvscAero&Def PPA .9 68.35 +0.06 .0934 iPathBlmIndMet JJM ... 52.08 +0.38 ... WahedFTSEUSAShar HLAL .9 35.47 +0.79 .0962 ClearUltShMat OPER .6 100.10 ... .0533 ElemntsRogrAgri RJA ... 6.55 –0.20 ... FrankUSLowVol FLLV 1.4 42.45 +0.20 .2183 InvscCA AMT-Fr PWZ 2.3 27.95 +0.02 .0552 iPathBlmLivestk COW ... 35.23 +1.06 ... WstAstShrtDur WINC 3.9 26.25 –0.02 .1133 ColumbiaDivFixed DIAL 2.6 21.90 +0.01 .0422 ElemntsRogrEngy RJN ... 1.73 –0.03 ... FrankUSTreaBd FLGV 1.7 24.66 –0.01 .0418 InvscCEFIncmComp PCEF 7.5 22.50 +0.05 .139 iPathBBloomNatGas GAZ ... 14.28 –1.49 ... WstAstTR WBND 3.0 27.91 –0.04 .717 ColumbiaEMCoreXCh XCEM 1.5 31.94 +0.14 .49 ElemntsRogrMtls RJZ ... 10.17 +0.15 ... FrankUltraShBd FLUD 1.7 25.00 +0.02 .0156 InvscChinaTech CQQQ .4 97.36 +8.64 .3859 iPathBlmNickel JJN ... 72.13 +0.42 ... WisdTrChinaxSOE CXSE .5 74.79 +5.31 .0491 ColumbiaEMConsumer ECON .6 30.33 +1.21 .1786 ElemntsRogrTr RJI ... 5.08 –0.06 ... FranklinLibEM FLQE 2.6 30.54 +0.09 .7622 InvscCleantech PZD .2 81.80 +2.90 .0798 iPathBlmPlatinum PGM ... 53.44 +1.76 ... WisdTrEM CpBd EMCB 3.9 76.61 +0.11 .205 ColumbiaIndiaCnsmr INCO .3 51.73 +1.43 .1646 ElemntsSpectrmLC EEH ... 27.79 ...... FranklinLibQGlbDiv FLQD 2.9 31.96 –0.10 .2541 InvscCurrShAUD FXA .0 76.88 +0.11 .0058 iPathBlmPrecMet JJP ... 66.36 +1.37 ... WisdTrEMQualDivGrw DGRE 2.0 30.42 +0.73 .1135 ColumbiaMultMun MUST 2.2 22.46 +0.04 .0769 ElemntsBiofuels FUE ... 8.51 +0.30 ... FranklinGlbEquity FLQG 2.4 36.96 +0.34 .4733 InvscCurrShGBP FXB ... 132.15 +0.94 ... iPathBlmSofts JJS ... 43.58 –1.14 ... WisdTrGermanyHdg DXGE 3.2 32.22 +0.03 .2537 ColumbiaResEnhCore RECS 1.0 25.40 +0.45 .2678 ElemntsGrain GRU ... 4.07 –0.07 ... FranklinIntlEquity FLQH 3.5 26.09 +0.03 .5747 InvscCurrShCAD FXC .1 77.28 +0.05 .0559 iPathBlmSugar SGG ... 47.59 –1.81 ... WisdTrIntRtHYBd HYZD 5.1 22.02 +0.14 .09 ColumbiaResEnhVal REVS 23.9 17.41 +0.01 .0115 EnSelectSectorSPDR XLE 5.1 42.07 –0.68 .5201 GadsdenDynMult GDMA 1.6 31.85 +0.46 .1273 InvscCurrShEuro FXE ... 114.20 +0.82 ... iPathBlmTin JJT ... 57.79 +2.37 ... WisdTrIntUSAgg AGZD 2.3 47.25 +0.14 .085 ColumbiaSustIntl ESGN 2.6 26.14 –0.08 .2031 ER Entrepreneur30 ENTR .0 28.92 +0.89 1.6517 GlblBetaLowBeta GBLO 1.5 22.10 +0.09 .1125 InvscCurrShJPY FXY ... 90.89 –0.01 ... iPathShillerCape CAPE ... 180.00 +4.52 ... WisdTrJapanHdgSC DXJS 3.0 40.41 +0.04 .5436 ColumbiaSustUSEqu ESGS 2.4 31.07 –0.08 .1858 ERNonUSSC ERSX .4 26.15 +1.22 .1146 GlbBetaRisingStars GBGR .6 24.70 +0.74 .054 InvscCurrShCHF FXF ... 102.81 +0.59 ... iPathSilverETN SBUG ... 35.35 +1.02 ... WisdTrUSQltyDiv DGRW 1.9 54.61 +0.46 .0177 CommSvsSPDR XLC .7 68.84 +3.55 .107 EthoClimateLeader ETHO .7 55.94 +0.96 .17 GlbBetaSmartIncm GBDV 4.3 18.43 –0.10 .1872 InvscDBComm DBC ... 15.09 –0.21 ... iShAAA-ARtdCorpBd QLTA 2.3 57.62 –0.12 .0996 WisdTrUSSCQltyDiv DGRS 1.9 41.94 +0.21 .1274 CnsmrDiscSelSector XLY .8 170.10 +4.30 .2961 FIEnhEurope50ETN FIEE ... 164.35 +3.67 ... GlbXAdaptiveUS AUSF 2.8 26.57 +0.01 .0615 InvscDBAgriFd DBA ... 16.21 –0.35 ... iShA/PDividend DVYA 3.5 39.75 +0.20 .1209 CnsStapleSelSector XLP 2.6 65.07 –0.56 .5644 FidelityCorpBd FCOR 2.6 56.47 –0.08 .11 GlbXAdaptUSRisk ONOF ... 25.29 +0.54 ... InvscDBBaseMet DBB ... 17.36 +0.13 ... iShBBCpBd HYBB 4.6 52.04 +0.06 .1728 CoreAlternative CCOR 1.5 28.03 –0.65 .0911 FidelityDivRising FDRR 3.3 37.94 +0.45 .185 GlbXCopperMiners COPX 1.2 32.40 +0.38 .3226 InvscDBEnerFd DBE ... 11.46 –0.06 ... iShAgencyBond AGZ 1.2 119.46 +0.19 .0502 NYSE ARCA CSFIEnhEur50ETN FEUL ... 92.64 +1.92 ... FidelityHiDiv FDVV 3.8 33.08 +0.17 .227 GlbX EM Bd EMBD 3.5 27.36 +0.08 .375 InvscDBG10Curr DBV ... 24.34 +0.11 ... iShCMBSETF CMBS 2.5 55.21 +0.20 .1013 CS FI LC Grwth FLGE ... 579.23 +43.14 ... FidelityHYFactor FDHY 4.3 55.64 +0.22 .198 GlbXFTSENordReg GXF 1.1 28.43 +0.71 .1822 InvscDBGoldFd DGL ... 53.76 +0.77 ... iShGovt/CreditBond GBF 1.7 124.38 +0.03 .1394 AAFFirstCLOBd AAA 1.0 25.16 +0.04 .0232 CS S&P MLP MLPO 10.8 7.52 –1.23 .1723 FidelityIntlHiDiv FIDI 3.7 18.95 –0.01 .088 GlbX FTSE SE Asia ASEA 2.2 14.83 –0.15 .0979 InvscDBOilFund DBO ... 9.07 –0.01 ... iSh10-20YTreasBd TLH 1.4 154.44 –0.02 .139 AAM LowDurPfd PFLD 4.8 25.16 +0.10 .096 CSX Mthly2xLvMtg REML 16.5 5.68 +0.28 .1928 FidelityIntlValue FIVA 2.9 22.90 +0.12 .12 GlbX GoldExplorers GOEX 2.8 32.82 +0.30 .8955 InvscDBPrecMetls DBP ... 51.12 +0.87 ... iSh0-5YTIPSBd STIP 1.4 104.98 +0.21 .0377 AAMS&PDevMk DMDV 3.0 23.33 +0.04 .0851 DBGoldDoubleLg DGP ... 42.14 +1.26 ... FidelityLtdTermBd FLTB 1.6 52.84 +0.04 .045 GlbX GuruIndex GURU 2.6 46.25 +0.83 .9019 InvscDBSilverFd DBS ... 35.88 +1.05 ... iShBloomRollSel CMDY .1 45.94 –0.86 .0662 AAMS&PEMHiDivVal EEMD 3.7 22.43 ... .0584 DBGoldDoubleShrt DZZ ... 2.73 –0.06 ... FidelityLowVol FDLO 1.7 42.72 +0.34 .136 GlbXLithium&Batt LIT .3 71.83 +3.54 .0879 InvscDBUSDBear UDN ... 21.70 +0.14 ... iShCalifMuniBd CMF 1.8 62.91 +0.15 .0873 AAMS&P500HiDivV SPDV 3.7 25.79 –0.09 .088 DBGoldShortETN DGZ ... 10.07 –0.14 ... FidelityCommSvs FCOM .8 46.78 +2.25 .068 GlbX MLP&Energy MLPX 7.7 29.30 –1.18 .5654 InvscDBUSDBull UUP ... 24.34 –0.14 ... iShCmdCurve CCRV ... 21.63 –0.31 ... AIPoweredEquity AIEQ .4 39.49 +1.41 .02 DayHaganNedRes SSUS .5 29.93 +0.68 .1449 FidelityMSCICnDisc FDIS .7 76.21 +2.12 .102 GlbX MLP MLPA 12.9 29.50 –1.81 .90 InvscDefEquity DEF 1.3 59.53 +0.35 .794 iShAggrAllocation AOA 1.7 65.92 +0.90 .4205 AIPwrdIntlEqu AIIQ 1.3 32.46 +0.79 .4136 DefianceNextGen FIVG .9 35.59 +0.83 .1004 FidelityMSCICnStpl FSTA 3.3 39.52 –0.23 .289 GlbXMSCIArgentina ARGT .3 30.62 +0.14 .0854 InvscDJIADiv DJD 3.4 39.41 –0.42 .3025 iShConsAllocat AOK 2.1 39.01 +0.19 .1523 ALPSEmgDivDogs EDOG 2.6 23.01 –0.49 .0775 DefNextGenSpac SPAK ... 30.66 +0.56 ... FidelityMSCIEn FENY 5.0 11.34 –0.21 .103 GlbXMSCIChinaCm CHIC 1.3 30.29 +1.66 .3097 InvscDynBiotech PBE .0 76.36 +0.22 .029 iShCoreDivGrowth DGRO 2.3 45.54 –0.02 .2727 ALPS EqSecWgh EQL 2.2 88.49 +0.77 .5454 DefianceQuantum QTUM .4 46.70 +1.74 .0165 FidelityMSCIFinls FNCL 2.7 43.63 –0.75 .219 GlXMSCIChinaCnsDisc CHIQ .1 39.77 +3.14 .0224 InvscDynBuilding PKB .3 45.47 +1.83 .0193 iShCore5-10YUSDBd IMTB 2.6 52.22 +0.04 .2324 ALPSIntlDivDogs IDOG 2.9 26.93 +0.01 .1328 DeltaShS&P500Mgd DMRL .8 65.26 +1.09 .1452 FidelityMSCIHlthCr FHLC 1.8 60.54 +0.58 .234 GlbXMSCIChCS CHIS .6 36.15 +1.17 .1214 InvscDynEnerExpl PXE 3.6 11.68 –0.29 .1624 iShGrwthAllocation AOR 1.9 53.21 +0.54 .3343 ALPSMedBreak SBIO ... 55.96 –0.27 ... DeltaShS&P400Mgd DMRM .4 54.95 +0.70 .0585 FidelityMSCIIndls FIDU 1.3 47.94 +0.18 .138 GlbXMSCIChinaEner CHIE 3.7 8.97 +0.07 .2018 InvscDynFood&Bev PBJ 1.1 36.98 +0.33 .1163 iShCoreHiDividend HDV 4.0 89.20 –0.48 .9232 ALPSREITDivDogs RDOG 5.0 41.55 +0.09 .6401 DeltaShS&PIntMgd DMRI .6 50.32 +0.38 .0304 FidelityMSCIIT FTEC 1.0 107.53 +4.25 .20 GlbXMSCIChinaFinl CHIX 2.1 16.27 –0.13 .3032 InvscDynLCGrw PWB .2 70.12 +2.17 .0183 iShCoreMSCIEM IEMG 1.7 66.85 +1.72 .7235 ALPSSectorDivDogs SDOG 3.5 46.09 –0.48 .3912 DeltaShS&P600Mgd DMRS .3 54.65 +0.53 .032 FidelityMSCIMatls FMAT 2.1 41.27 –0.47 .173 GlbXMSCIChinaHC CHIH .1 31.26 +3.16 .0171 InvscDynLCValue PWV 2.6 39.56 –0.21 .244 iShCoreMSCIEurope IEUR 2.1 52.80 +0.62 .4967 ARKInnovationETF ARKK .0 146.08 +4.17 1.6277 DimenEmgCore DFAE .0 28.72 +0.71 .0031 FidelityRealEst FREL 5.0 25.61 +0.33 .318 GlbXMSCIChinaIndls CHII 1.4 16.74 +0.83 .1807 InvscDynLeisure PEJ .9 42.87 +0.86 .2817 iShMSCIIntlDev IDEV 1.9 63.46 +0.66 .6618 ARK NextGen ARKW .0 164.81 +8.14 1.8945 DimenIntlCore DFAI .4 27.32 +0.30 .0245 FidelityMSCIUtils FUTY 3.8 40.73 –0.17 .288 GlbXMSCIChinaIT CHIK .3 37.40 +2.82 .0133 InvscDynMarket PWC 1.0 114.69 +1.99 .2234 iShCoreMSCIPacific IPAC 1.6 66.38 +0.60 .5006 AtacUSRotation RORO ... 22.84 +0.05 ... DimenUSCore DFAU .5 27.18 +0.47 .0333 FidelityMomFactor FDMO .9 46.51 +1.53 .056 GlbXMSCIChLC50 CHIL .8 43.56 +2.00 .2426 InvscDynMedia PBS .3 48.24 +1.48 .0926 iShModAllocation AOM 2.0 43.70 +0.33 .2661 AberdStdBlAllCm BCD 1.3 25.63 –0.41 .3274 DirexAuspiceBroad COM .4 25.79 –0.51 .0323 FidelityQualFactor FQAL 1.8 43.90 +0.79 .155 GlbXMSCIChinaMatls CHIM 1.6 24.28 +0.82 .2116 InvscDynNetwkg PXQ .2 88.89 +2.45 .0039 iShCoreS&P500 IVV 1.5 384.31 +7.21 1.6102 AberdStdBlACStr BCI .7 22.07 –0.36 .1496 DirexConCnsmr CCON .1 63.99 +3.40 .0478 FidelitySmallMid FSMD 1.7 30.77 +0.51 .159 GlbXMSCIChRlEst CHIR 4.4 16.75 +0.99 .4816 InvscDynOil&GasSv PXJ 4.2 3.25 –0.13 .0249 iShCoreS&P MC IJH 1.2 245.50 +3.90 .6596 AberdStdPhysGold SGOL ... 17.83 +0.28 ... DirexAeroBl3 DFEN .5 16.28 –0.19 .0012 FidelityTotalBdETF FBND 2.4 53.85 +0.01 .084 GlbXMSCIChUtil CHIU 2.4 16.18 +0.30 .2499 InvscDynPharm PJP .7 77.22 +1.10 .1305 iShCoreS&P SC IJR 1.0 101.16 +1.60 .2477 AberdStdPhysPall PALL ... 220.55 –2.49 ... DirexBrazilBull2X BRZU .9 102.94 –11.53 .3222 FidelityUSMulti FLRG 5.7 21.93 +0.49 .314 GlbXMSCIColombia GXG 3.4 30.67 –1.99 .5848 InvscDynSemicon PSI .2 120.49 +4.78 .0184 iShS&PTotlUSStkMkt ITOT 1.4 89.05 +1.65 .3421 AberdStdPhysPlat PPLT ... 103.27 +3.00 ... DirexCSIChinaInt CWEB ... 82.83 +16.25 ... FidelityValFactor FVAL 1.9 41.91 +0.57 .136 GlbX MSCIGreece GREK 2.7 24.44 –0.36 .5346 InvscDynSoftware PSJ .0 166.84 +5.97 .0559 iShCore10+YUSDBd ILTB 3.0 74.25 –0.09 .1796 AberdStdPhyPrMt GLTR ... 96.23 +1.59 ... DirexCSI300CnA CHAD .6 16.42 –0.28 .0633 FieldUVAUnconMed FFIU 2.5 26.66 ... .1337 GlbXMSCINextEm EMFM 2.6 19.38 –0.19 .2584 InvscEMSovDebt PCY 4.5 28.24 +0.07 .1037 iShCoreUSAggBd AGG 2.2 117.25 ... .1253 AberdStdPhySilv SIVR ... 24.61 +0.73 ... DirexCSI300CnABl2 CHAU .2 47.81 +1.55 .0088 FinSelSectorSPDR XLF ... 30.34 –0.60 ... GlbXMSCINigeria NGE 6.1 12.69 +0.14 .7676 InvscFinlPfd PGF 5.0 18.93 +0.03 .0764 iShCoreUS REIT USRT 3.1 48.88 +0.52 .4004 AbsoluteCrStrat ABEQ .6 25.77 –0.12 .0893 DirexCloudBr2 CLDS ... 23.75 –1.16 ... FTActiveFactorLC AFLG 1.2 23.11 +0.46 .085 GlbX MSCINorway NORW 2.0 13.08 +0.18 .1339 InvscFTSEDvMktxUS PXF 2.0 44.30 +0.31 .1624 iShCurrHdgNikk400 HJPX 1.2 33.55 +0.21 .2122 AcquirersFund ZIG .2 24.42 +0.27 .0414 DirexCloudBl2 CLDL ... 26.20 +1.15 ... FTActiveFactorMC AFMC 1.0 22.93 +0.20 .10 GlbXMSCIPakistan PAK 2.4 29.95 –0.32 .4759 InvscDevMktxUSSM PDN 1.7 35.64 +0.56 .1855 iShCurHdgMSCIUS HAWX 1.9 30.90 +0.42 .2741 AdasinaSocJust JSTC ... 15.83 +0.19 ... DirexCnsDiscBl3 WANT .1 60.05 +4.37 .0355 FTActiveFactorSC AFSM .5 24.42 +0.38 .06 GlbXMSCIPortugal PGAL 2.4 11.23 +0.14 .0653 InvscFTSERAFIEM PXH 2.7 22.20 –0.05 .071 iShCurrHdgMSCICda HEWC 5.1 27.71 –0.23 .3409 AdvShDorseyADR AADR .1 63.94 +1.64 .0667 DirexDJBear3X WEBS 2.4 23.83 –3.83 .315 FT ConsDscAlpDx FXD .4 54.63 +1.23 .0481 GlbXISuperDivEM SDEM 6.2 11.79 –0.04 .0575 InvscFTSEUS1000 PRF 1.9 139.07 +1.18 .6025 iShCurHdgMSCIEAFE HSCZ 1.4 33.13 +0.34 .2058 AdvShDbLineVal DBLV 1.2 82.91 –0.67 1.0248 DirexDJBull3X WEBL ... 74.79 +9.75 ... FT ConsStaples FXG 1.4 52.57 +0.22 .1822 GlXS&P500CCGrw XYLG 5.6 27.99 +0.26 .1375 InvscFundHYCpBd PHB 3.9 19.38 –0.03 .0613 iShCurHdMSCIEurozn HEZU 2.3 31.93 +0.14 .473 AdvShFocusedEqu CWS .3 43.89 +0.30 .1195 DirexEM Bear3 EDZ 2.1 8.19 –0.70 .086 FT DJ GlbSelDiv FGD 5.9 23.03 –0.24 .3481 GlbXS&P500Cv XYLD 8.3 46.92 +0.05 .4763 InvscFundInvCpBd PFIG 2.4 27.26 –0.07 .0521 iShCurrHdMSCIJapan HEWJ 1.2 36.94 +0.24 .1236 AdvShFolioBey FWDB 1.8 26.17 +0.02 .1516 DirexEM Bull3 EDC .4 116.82 +8.85 .3919 FT DJ Internet FDN ... 223.27 +10.32 ... GlbXS&P500QualDiv QDIV 3.0 27.06 +0.02 .064 InvscGlbClnEner PBD .4 40.71 +3.06 .0204 iShCurHdgMSCIMex HEWW 1.2 16.11 –0.50 .1332 AdvShNewfleet MINC 2.3 49.11 +0.04 .1104 DirexEnergyBr2 ERY .8 27.25 +0.67 .1496 FT Dow30EW EDOW 1.8 27.68 +0.09 .078 GlbXSilverMiners SIL 2.1 42.62 +0.99 .7347 InvscGlblPrvEqu PSP 4.6 13.77 +0.21 .1823 iShCurrHdgMSCIUK HEWU 2.7 21.39 –0.09 .2362 AdvShPureCannab YOLO 1.6 21.89 +0.03 .0373 DirexEnergyBl2 ERX 2.6 17.55 –0.57 .0743 FTEIPCarbonImpact ECLN 1.6 23.24 +0.19 .0808 GlblXSuperDividend SDIV 7.7 13.27 +0.07 .075 InvscGlbShrtHYBd PGHY 5.5 22.16 –0.01 .102 iShCybersecurity IHAK .4 42.43 +1.35 .0105 AdvShPureUSCan MSOS ... 45.89 +0.71 ... DirexChinaBr3 YANG 1.8 11.30 –2.55 .1087 FT EnergyAlpDx FXN 4.2 8.86 –0.13 .0646 GlbXSuperDivUS DIV 7.6 17.80 +0.10 .0995 InvscIndia PIN .7 24.10 +0.18 .1667 iShUSBasicMaterial IYM 1.3 117.19 –1.93 .4193 AdvShQDynGrw QPX ... 26.03 +0.91 ... DirexChinaBl3 YINN .6 27.45 +4.37 .0917 FT EqCompRiskMgr ERM 1.3 21.81 +0.16 .1036 GlbXSuperIncPfd SPFF 5.7 11.88 +0.09 .0565 InvscIntlCpBd PICB 1.1 29.98 +0.15 .0266 iShUSConsumerSvcs IYC .6 71.60 +1.05 .1406 AdvShQPtfBlend QPT ... 25.16 +0.60 ... DirexFTSEEurBull3x EURL .4 28.00 +0.92 .051 FT EqCompTactical TERM 1.3 19.04 +0.06 .0937 GlbX US Pfd PFFD 5.2 25.72 +0.22 .109 InvscInvGradeDef IIGD 1.6 26.91 –0.04 .0287 iShUSConsumerGoods IYK 1.4 178.08 +1.65 .6477 AdvShRangerEqBear HDGE ... 2.84 –0.06 ... DirexFinlBear3 FAZ 1.8 6.51 +0.32 .0446 FT DJ SelMicro FDM 1.5 52.41 +1.18 .3536 GlbX Uranium URA 1.7 15.11 –0.49 .1032 InvscInvGradeValue IIGV 2.4 27.94 –0.10 .0471 iShUSFinlServices IYG 1.7 152.60 –2.53 .069 AdvShStrGlbBW VEGA .3 37.54 +0.73 .1047 DirexFinlBull3 FAS .4 65.68 –3.64 .0792 FT FTSE DevRE FFR .8 43.83 +0.29 .321 GlbXVarPfd PFFV 5.2 27.52 +0.22 .1225 InvscMSCIGlbTimb CUT 1.6 34.61 +0.56 .5533 iShUSHealthcare IYH 1.1 256.33 +2.11 .757 AdvShSageCore HOLD 1.4 98.78 ... .0882 DirexGoldMinBr2 DUST 5.2 20.10 –0.98 .717 FT FinlsAlpDx FXO 2.4 36.45 –0.57 .2141 GSAccessHYCorpBd GHYB 4.8 50.34 +0.18 .1823 InvscNatAMTFrMuni PZA 2.4 27.12 +0.02 .0546 iShUSRealEstate IYR 2.6 85.97 +1.38 .6014 AdvShViceETF VICE 1.1 32.34 +1.22 .3669 DirexGoldMinBl2 NUGT ... 65.58 +2.38 ... FT GlbEngg FLM 2.7 51.97 –0.01 .2507 GSAccessIGCpBd GIGB 2.7 55.40 –0.17 .1104 InvscNYAMTFrMuni PZT 2.5 26.16 –0.02 .0545 iShUSUtilities IDU 2.9 77.74 –0.32 .5872 AGFiQ DynHdgUS USHG 1.1 31.30 +0.43 .3014 DirexHlthcrBull3 CURE .2 85.77 +1.39 .0061 FT GlbWindEner FAN .8 25.48 +1.40 .0272 GS IGCorp1-5YBd GSIG .9 50.45 +0.02 .0418 InvscPreferred PGX 5.5 15.03 +0.03 .0618 iShUS Energy IYE 4.3 22.47 –0.35 .2106 AGFiQ GlbInfr GLIF 2.7 24.44 +0.13 .292 DirexHmbldrBull3 NAIL .0 62.42 +13.62 .0049 FT HlthCareAlpha FXH ... 111.98 +0.68 ... GSTreasury0-1Y GBIL .8 100.12 –0.01 .3097 InvscRayJamesSB1 RYJ .3 54.71 +0.77 .1427 iShUS Finls IYF 1.7 67.67 –0.59 .2592 AGFiQHdgDivIncm DIVA 3.1 22.12 –0.19 .04 DirexIndlsBl3 DUSL .3 28.83 –0.32 .0191 FTHorizonMgdVolDev HDMV 1.4 31.09 +0.18 .2219 GSAccUSAggBd GCOR .7 49.74 +0.04 .0372 InvscRuss1000EW EQAL 1.6 40.50 +0.05 .1748 iShUSHealthcarePrv IHF .5 248.19 +1.81 .2752 AGFiQ US NeutAB BTAL ... 18.72 +0.16 ... DirexJrGoldMinBr2 JDST 16.9 10.79 –0.55 1.1458 FTHorizonMgdVolDom HUSV 1.3 28.58 –0.01 .1404 GSActiveBetaEM GEM 1.5 40.75 +0.93 .2245 InvscS&PEMLowVol EELV 2.8 22.59 –0.23 .067 iShUSInsurance IAK 2.0 68.54 –0.68 .3089 AGFiQ US NeutrMom MOM ... 25.28 +0.51 ... DirexJrGoldMinBl2 JNUG .1 102.26 +3.55 .1217 FTHorizMgdVolSM HSMV 1.0 29.29 +0.26 .1394 GSActiveBetaEurope GSEU 1.8 33.84 +0.45 .0615 InvscS&PEMMom EEMO 1.4 21.35 +1.47 .0125 iShUSOilEquip&Svcs IEZ 1.9 12.47 –0.50 .0255 AlerianEnergyInfr ENFR 6.9 15.97 –0.56 .0315 DirexLatAmBl2X LBJ .7 74.61 –6.62 .105 FT Chindia FNI .3 66.16 +3.56 .1182 GSActiveBetaIntlEq GSIE 1.6 32.79 +0.38 .1078 InvscS&P500BuyWr PBP 1.4 20.79 +0.19 .0898 iShUSPharmaceuticl IHE 1.2 184.73 +0.91 .5261 AlerianMLPETF AMLP 11.4 27.71 –1.80 .71 DirexIndiaBull2 INDL ... 45.97 +0.75 ... FT IndlsAlpDx FXR 1.0 52.24 +0.66 .1356 GSActiveBetaJapan GSJY 1.2 38.23 +0.28 .2917 InvscS&P500Down PHDG .6 34.05 +0.44 .0454 iShUSRegionalBanks IAT 2.7 49.06 –0.80 .3823 AllianzUSLCBf10A AZAA .0 26.33 +0.06 1.2217 DirexMexicoBl3 MEXX .2 63.00 –6.86 .0472 FTInstPfdSecs FPEI 4.9 20.37 ... .0802 GSActiveBetaUSLC GSLC 1.3 77.69 +1.57 .2518 InvscS&P500EnhVal SPVU 2.5 35.75 –0.05 .2144 iShUSMedDevices IHI .2 337.01 +3.11 .4053 AllianzUSLCBf10J AZAJ ... 25.29 +0.26 ... DirexMcBull3 MIDU .0 48.62 +2.22 .0119 FT LgDurOpps LGOV 3.0 28.43 –0.14 .08 GS Active US SC GSSC .8 59.61 +1.12 .1448 InvscS&P500EWCm EWCO 1.0 32.47 +0.67 .0925 iShAdvTotUSDBd EUSB 1.1 50.31 +0.02 .0279 AllianzUSLCBf10J AZAL .0 26.91 +0.16 1.0329 DirexPharmBl3X PILL ... 27.60 –0.20 ... FT Long/Short FTLS .4 45.64 +0.60 .1252 GSHedgeIndVIP GVIP .1 93.57 +1.96 .0006 InvsS&P500EWCD RCD .8 129.00 +2.56 .1027 iShESGUSAggBd EAGG 1.6 56.10 –0.01 .0266 AllianzUSLCB10O AZAO ... 27.03 +0.23 ... DirexRealEstBr3 DRV .9 9.84 –0.47 .06 FT MgdFutures FMF .0 46.14 +0.24 .0074 GS Innovate GINN .3 59.39 +2.31 .0401 InvscS&P500CnStp RHS 2.2 149.24 –0.34 .9743 iShEM Dividend DVYE 5.2 37.93 –0.36 .076 AllianzUSLCBf20A AZBA .0 25.68 +0.05 .6989 DirexRealEstBl3 DRN 1.9 12.86 +0.46 .0397 FT MatAlpDX FXZ 1.4 50.63 –0.37 .19 GS JUST US LC JUST 1.3 55.74 +1.18 .191 InvscS&P500EWEner RYE 2.8 34.76 –0.82 .2235 iShEuropeETF IEV 1.7 49.19 +0.45 .3478 AllianzUSLCBf20J AZBJ ... 25.15 +0.18 ... DirexRgBanksBull3X DPST .7 162.49 –4.16 .2801 FTMergerArbitrage MARB ... 19.54 –0.05 ... GS PhysGold AAAU ... 18.47 +0.29 ... InvscS&P500EW RSP 1.6 131.44 +0.22 .442 iShExpTech IGM .3 359.92 +15.27 .1728 AllianzUSLCBf20J AZBL .0 26.05 +0.08 .584 DirexRetailBull3 RETL .1 140.64 +15.09 .1739 FT MngstrDiv FDL 4.4 30.05 –0.30 .3677 GothamEnh500 GSPY ... 20.53 +0.46 ... InvscS&P500EWFin RYF 2.1 49.96 –0.77 .2424 iShFocusedValue FOVL 2.7 45.98 –0.36 .3011 AllianzUSLCB10 AZBO ... 26.09 +0.04 ... DirexRobAI2X UBOT 6.0 46.45 +2.34 3.6172 FT Multi-MgrLG MMLG .5 24.55 +0.72 .0606 GraniteBloomComm COMB .1 23.67 –0.41 .0163 InvscS&P500EWHC RYH .5 271.60 +2.21 .3193 iShGenomicsImm IDNA .2 51.47 +0.15 .0362 AltMergerArb ARB .0 25.40 +0.19 .726 DirexRussiaBl2 RUSL .5 22.42 –1.92 .1174 FT NaturalGas FCG 3.2 10.37 –0.50 .1495 GraniteGold BAR ... 18.44 +0.30 ... InvscS&P500Ind RGI .9 159.62 +0.58 .3249 iShGlblComm IXP .9 77.79 +4.04 .4087 AmCentDivrsCpBd KORP 2.8 52.91 +0.06 .1764 DirexS&P500Br3 SPXS .6 36.27 –2.17 .1998 FT NA Energy Infra EMLP 4.5 22.03 –0.27 .2291 GraniteHIPSUSHiInc HIPS 9.3 13.82 –0.01 .1075 InvscS&P500EWMat RTM 1.5 146.02 –1.39 .4986 iShGlobal100 IOO 1.5 64.79 +1.78 .4328 AmCentDivrsMuni TAXF 2.1 54.91 +0.12 .1023 DirexS&P500Bl3 SPXL .2 77.23 +4.21 .1155 FT NYSE ArcaBiotch FBT ... 180.58 +4.29 ... GranitePlatinum PLTM ... 10.90 +0.35 ... InvscS&P500RlEst EWRE 3.8 29.55 +0.30 .2517 iShGlobalREITETF REET 2.6 24.03 +0.22 .1913 AmCentLowVol LVOL ... 40.20 +0.75 ... DirexS&P500Bull2X SPUU .8 78.29 +3.13 .3605 FT PfdSecs FPE 4.8 20.24 –0.02 .0707 GraniteXOUTUSLC XOUT .5 37.01 +1.10 .0473 InvscS&P500EWTech RYT 1.3 259.88 +3.19 .9086 iShGoldTr IAU ... 17.69 +0.29 ... AmCentMCGrw MID ... 54.86 +0.81 ... DirexS&PBiotechBr3 LABD 6.6 19.26 –0.47 .9952 FTSTOXXEurSel Div FDD 3.9 13.23 –0.08 .076 HCM Def500 LGH .2 33.97 +0.89 .0768 InvscS&P500EWUtil RYU 3.0 99.36 –0.82 .643 iShiBoxx$InvGrCpBd LQD 2.7 135.70 –0.44 .28 AmCentQulDivIn QINT 1.6 49.74 +0.66 .4369 DirexS&PBiotechBl3 LABU ... 126.23 +1.85 ... FT ShDurMgMun FSMB 1.7 20.84 –0.02 .0265 HCM Def100 QQH ... 42.87 +2.39 ... InvscS&P500xRt XRLV 1.6 42.12 +0.16 .0463 iShiBdsDec2030Cp IBDV 1.8 25.91 –0.08 .0347 AmCentStoxxUSQ QGRO .2 65.04 +1.46 .0367 DirexS&P500Br1 SPDN .5 17.97 –0.37 .0176 FT S&P REIT FRI 3.0 23.45 +0.33 .2669 HartfordMultiDvxUS RODM 2.8 28.98 +0.16 .3894 InvscS&P500GARP SPGP 1.0 75.66 +0.81 .1341 iShiBdsDec2028Cp IBDT 2.8 29.32 –0.02 .0658 AmCentSTOXXUSQual VALQ 2.0 43.89 +0.35 .2242 DirexHiBetaBear3X HIBS 1.1 26.92 +0.67 .307 FT TCW SecPlus DEED 1.1 25.85 +0.07 .023 HartfordMultiEM ROAM 2.9 24.07 +0.25 .4173 InvscS&P500HiBeta SPHB 1.8 60.43 –0.52 .2451 iShiBondsDec2025Cp IBDQ 2.5 27.25 +0.01 .0462 AmCentSustEq ESGA .8 48.41 +1.01 .1267 DirexHiBetaBull3X HIBL .4 270.74 –8.12 .4282 FT TCWUnPlBd UCON 3.0 26.70 ... .054 HartfrdMultifctrSC ROSC 2.1 34.52 +0.60 .272 InvscS&P500HiDiv SPHD 4.8 38.52 –0.46 .1494 iShiBondsDec2024Cp IBDP 2.5 26.57 ... .0471 AmConsValues ACVF .9 28.42 +0.52 .0627 DirexS&POil&GasBr2 DRIP .0 18.74 +0.57 .0028 FT TechAlphaDEX FXL .0 117.20 +2.71 .0196 HartfordMultiUSEqu ROUS 1.9 36.26 +0.35 .2573 InvscS&P500LowVol SPLV 2.1 56.34 +0.19 .0775 iShiBdsDec2029Cp IBDU 2.4 27.20 –0.02 .0517 AmplifyBlackSwan SWAN .4 32.80 +0.30 .1192 DirexS&POil&GasBl2 GUSH .2 50.89 –2.01 .0657 FT USEquityOpp FPX .3 127.51 +3.28 .0683 HartfordMuniOpps HMOP 2.4 41.98 +0.10 .0688 InvscS&P500Mom SPMO 1.2 54.71 +2.30 .1655 iShiBondsDec2021Cp IBDM 2.3 24.90 ... .0397 AmpCWPEnhDiv DIVO 4.8 33.30 +0.10 .1488 DirexSemiBear3 SOXS 10.8 13.09 –1.25 .6415 FT UltShDurMuni FUMB .9 20.18 +0.03 .011 HartfordSchTax HTAB 1.3 21.82 +0.06 .035 InvscS&P500PrGrw RPG .4 169.98 +4.45 .1608 iShiBdsDec2021Muni IBMJ 1.4 25.76 ... .0267 AmplifyCrowdBur LEND ... 14.96 +0.39 ... DirexSemiBl3 SOXL .0 611.85 +44.49 .0512 FT UtilAlpha FXU 4.0 28.22 –0.20 .242 HartfordTRBd HTRB 2.5 41.60 +0.02 .0593 InvscS&P500PrVal RPV 2.0 65.35 –0.35 .2224 iShiBondsDec2027Cp IBDS 2.7 27.54 +0.03 .0517 AmplifyHiIncm YYY 9.5 16.35 +0.14 .13 Direx7-10TreaBr3 TYO .5 8.41 +0.04 .0287 FT ValDivFd FVD 2.3 35.47 –0.14 .2112 HealthCareSelSect XLV 1.4 117.59 +0.62 .4643 InvscS&P500Qual SPHQ 1.5 42.95 +0.57 .1757 iShiBondsDec2026Cp IBDR 2.6 26.98 –0.01 .0515 AmplifyOnlRetail XBUY ... 55.18 +2.70 ... Direx7-10TreaBull TYD .3 57.32 +0.44 5.7353 FT Water FIW .5 75.98 +0.88 .1228 High Yield HYLD 7.4 32.36 +0.21 .20 InvscS&P500Rev RWL 1.7 64.65 +0.42 .273 iShiBondsDec2023Cp IBDO 2.5 26.24 ... .046 January 25, 2021 BARRON’S M25 Exchange-Traded Portfolios

Tick Div Tick Div Tick Div Tick Div Tick Div Tick Div Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. Name Sym Yld Last Chg. Amt. iShiBondsDec2022Cp IBDN 2.3 25.55 +0.01 .0416 HancockConsStpl JHMS 2.3 32.04 –0.04 .3822 PacerTrendFd TRND .6 28.63 +0.33 .169 RoundAcqDpVal DEEP 3.7 30.16 +0.17 .1425 SchwabUS LC Val SCHV 3.0 60.93 –0.17 .3795 VangdHlthCr VHT 1.2 234.30 +2.00 .8816 iShiBdsDec2022Muni IBMK 1.4 26.39 +0.02 .0287 HancockDevIntl JHMD 1.8 31.90 +0.26 .3497 PacerTrendpilot PTIN .7 27.17 +0.29 .203 RoundBitEsports NERD .3 33.81 +1.75 .3167 SchwabUS MC SCHM 1.2 72.01 +0.96 .0549 VangdHiDiv VYM 3.1 94.06 –0.58 .8096 iShiBdsMar23CpxFin IBCE 2.4 25.00 ... .0468 HancockMultEM JHEM 1.6 31.20 +0.58 .3081 PacerTrendUSBd PTBD 2.5 27.49 +0.09 .2812 RoundSportsBet BETZ .2 29.46 +0.79 .0714 SchwabUS REIT SCHH 2.8 38.19 +0.48 .1185 VangdIndls VIS 1.4 173.47 +0.62 .6416 iShiBdsMar2023Cp IBDD 2.5 27.26 –0.01 .0607 HancockEnergy JHME 3.1 16.10 –0.32 .2876 PacerUSCashCows BUL .6 35.31 +0.76 .0228 SPAC&NewIssueETF SPCX ... 30.17 +2.09 ... SchwabUS SC SCHA 1.0 97.00 +1.49 .3033 VangdIntermBd BIV 2.3 92.10 ... .8048 iShiBoxx$HYCpBd HYG 4.9 87.30 +0.19 .3592 HancockMultFinls JHMF 1.7 42.36 –0.47 .3737 PacerUSExportLead PEXL .5 37.92 +0.48 .054 SPDRBlackstoneSrLn SRLN 4.9 46.09 +0.03 .16 Schwab US TIPs SCHP 1.1 62.14 +0.27 .1261 VangdLC VV 1.4 180.16 +3.47 .6846 iShIntRtHdgCorpBd LQDH 2.2 95.24 –0.41 .1359 HancockHealthcare JHMH 2.4 45.26 +0.35 .643 PacificGlbFocusHY FJNK 4.3 25.48 +0.09 .1007 SPDRBloomBarCvSecs CWB 2.2 87.58 +1.50 .9219 SimplUSConvex SPYC 1.6 27.71 +0.64 .1079 VangdLT Bond BLV 3.0 106.40 –0.23 3.1317 iShIntRateHdgEM EMBH 2.9 23.71 +0.06 .0541 HancockIndustrials JHMI .9 45.44 +0.49 .2242 PacificGlbSrLoan FLRT 3.5 49.20 –0.03 .1154 SPDRBBCpBd SPBO 2.8 35.70 –0.10 .0361 SimplUSPlusDown SPD 1.7 27.53 +0.54 .1162 VangdMegaCap MGC 1.4 136.49 +2.93 .608 iShIntRtHdgHiYdBd HYGH 4.0 86.65 +0.25 .2739 HancockLC JHML 1.5 48.59 +0.57 .3917 PrincipalActIncm YLD 4.4 40.02 +0.07 .0986 SPDRBloomBarEMLoBd EBND 3.7 27.74 –0.04 .0847 SimplUSPlusUp SPUC 2.9 27.78 +0.67 .2029 VangdMegaGrwth MGK .6 208.62 +8.84 .4499 iShIntRtLTCpBd IGBH 2.4 24.87 –0.08 .0413 HancockMatls JHMA 1.5 41.33 –0.27 .3408 PrincInvGrdCp IG 3.1 27.12 –0.10 .0601 SPDR BlmBarcHYBd JNK 5.1 108.94 +0.25 .4316 SimplifyVoltCloud VCLO ... 12.56 +0.05 ... VangdMegaVal MGV 2.4 88.72 –0.44 .6513 iShJPM EM LC Bd LEMB ... 44.89 +0.10 ... HancockMultMedia JHCS .8 35.78 +1.18 .1513 PrincipalSpectPfd PREF 4.3 20.70 +0.02 .0459 SPDRBloomBarInCpBd IBND .5 37.61 +0.23 .0125 SimplifyVoltFin VFIN ... 13.32 –0.04 ... VangdMC VO 1.4 213.87 +1.38 .9373 iShJPX-Nikkei400 JPXN 1.2 74.24 +0.52 .4947 HancockMC JHMM 1.0 47.00 +0.40 .2464 PrincipalTaxAdv PQDI 5.0 21.45 +0.02 .0911 SPDRBlmBarIntTrBd BWX 1.0 30.95 –0.03 .0235 SimplifyVoltPop VPOP ... 12.99 +0.52 ... VangdMCGrowth VOT .5 218.75 +3.24 .3193 iShLatinAmerica40 ILF 1.9 28.48 –1.15 .2794 HancockMultiSC JHSC 1.0 32.80 +0.35 .2161 PrincUltShtAct USI 2.1 24.85 –0.01 .0334 SPDRBlmBarInvGrdFR FLRN 1.2 30.64 ... .0137 SimplifyVoltRobo VCAR ... 14.82 +0.07 ... VangdMC Val VOE 2.3 123.08 –0.39 .7487 iShACWILowCarbon CRBN 1.4 154.08 +2.88 1.0674 HancockTech JHMT .9 82.70 +2.09 .2668 ProShDJBrkGlIn TOLZ 3.1 41.62 –0.43 .2708 SPDRBloomBarc1-10Y TIPX 1.7 20.99 +0.07 .0214 6MeridianHdg SIXH 1.9 27.16 –0.05 .0552 VangdRealEst VNQ 3.9 85.77 +1.16 1.3377 iShMSCIAustralia EWA 2.0 24.87 +0.42 .2004 HancockUtils JHMU 3.3 30.71 –0.23 .5421 ProShDecRetail EMTY .1 20.17 –0.28 .0166 SPDRBloomBar1-3MTB BIL .3 91.51 –0.01 .0033 6MeridianLowBeta SIXL .7 31.75 +0.54 .0361 VangdS&P500ETF VOO 1.5 351.90 +6.53 1.3829 iShMSCIAustria EWO .9 21.59 +0.65 .1941 JPMBeta US MC BBMC .6 84.11 +1.24 .0135 ProShHdgReplic HDG .1 51.65 +0.38 .0421 SPDRBloomBarSTHYBd SJNK 5.3 27.06 +0.08 .1128 6MeridianMega SIXA 1.7 30.69 +0.32 .0842 VangdS&P500 Grw VOOG .9 236.83 +9.42 .6468 iShMSCIBRICETF BKF .9 56.78 +2.14 .383 JPMBeta US SC BBSC .3 62.97 +1.20 .1022 ProShInflationExp RINF .8 28.09 +0.26 .1511 SPDRBloomBarSTInTr BWZ .1 32.62 +0.06 .0021 6MeridianSC SIXS .7 41.58 +0.87 .0572 VangdS&P500Val VOOV 2.4 125.89 –0.61 .9326 iShMSCIBelgium EWK 1.6 20.07 +0.21 .175 JPMCarbonUS JCTR .5 51.71 +1.05 .0665 ProShLgOnline CLIX 1.2 98.82 +5.59 .7962 SPDR 3-12MT-Bill BILS ... 100.08 ...... SmartAdvertising MRAD ... 28.01 +1.51 ... VangdS&PMC400 IVOO 1.2 165.98 +2.54 .7844 iShMSCIBrazil EWZ 1.8 35.04 –1.85 .2763 JPMCorpBdResearch JIGB 2.9 56.89 –0.09 .1126 ProShMSCITransform ANEW .2 44.43 +1.49 .0183 SPDRBlSASBCpBd RBND 1.6 25.14 –0.04 .0394 SmartTransport MOTO .2 44.64 +1.16 1.02 VangdS&P400Grwth IVOG .7 192.87 +4.75 1.3201 iShMSCICanadaETF EWC 2.0 31.64 –0.19 .3853 JPM DivRetEM JPEM 2.8 56.34 –0.19 .2939 ProShOnlRetail ONLN 1.1 85.87 +5.10 .5695 SPDRDoubleTRTact TOTL 2.9 49.28 +0.06 .1899 SoFi50ETF SFYF .4 29.44 +0.83 .0321 VangdS&P400Val IVOV 2.3 139.31 +1.05 3.1834 iShMSCIChinaSC ECNS 3.1 56.73 +5.31 1.1813 JPM DivRetIntlEq JPIN 2.4 60.16 +0.52 .4051 ProShRAFI L/S RALS 1.6 30.98 –0.38 .1133 SPDRDJGlbRealEst RWO 3.3 44.49 +0.41 .5151 SoFiNext500 SFYX 1.1 13.14 +0.21 .0881 VangdS&P600 VIOO 1.0 184.70 +2.83 1.8256 iShMSCIColombia ICOL 3.0 10.93 –0.48 .1835 JPM DivRetUS Eq JPUS 1.9 86.54 +0.43 .4864 ProShS&P500Bd SPXB 2.7 92.58 –0.36 .2194 SPDREUROSTOXXSC SMEZ 1.4 73.25 +1.02 .6465 SoFiSelect500 SFY 1.1 14.20 +0.29 .083 VangdS&P600Grwth VIOG .6 216.70 +4.91 .6301 iShMSCI EAFE EFA 2.1 75.15 +0.75 .6945 JPM Div US MC JPME 1.4 78.34 +0.62 .3864 ProShS&P500xEner SPXE 1.1 83.49 +1.78 .3044 SPDRIntGovBd WIP 1.6 57.94 –0.15 .1696 SoFiWeeklyIncm TGIF .8 103.96 +0.16 .05 VangdS&P600Val VIOV 1.3 154.15 +1.10 .7423 iShMSCIEmgMarkets EEM 1.3 55.83 +1.48 .5189 JPM Div US SC JPSE 1.2 39.77 +0.81 .2021 ProShS&P500xFin SPXN 1.1 82.16 +2.12 .2676 SPDRFactSetInnTech XITK .1 230.43 +10.79 .1274 SoundEnhFixed SDEF ... 19.99 +0.14 ... VangdST Bond BSV 1.8 82.79 +0.03 .1019 iSh MSCI EM SC EEMS 2.0 55.16 +0.70 .047 JPMEquityPrem JEPI 8.6 56.18 +0.43 .5428 ProShS&P500xHlth SPXV 1.4 80.42 +1.12 .2883 SPDRGlobalDow DGT 1.9 99.45 –0.01 .6483 SoundEquIncm SDEI ... 20.94 –0.08 ... VangdSC VB 1.1 208.35 +2.99 .8934 iShMSCIFranceETF EWQ 1.0 33.48 +0.01 .1632 JPM IntlGrwth JIG .0 77.76 +3.18 .0305 ProShS&P500xTech SPXT 1.6 66.04 +0.79 .3043 SPDRGoldMini GLDM ... 18.46 +0.29 ... SPDR DJRlEst RWX 3.0 33.57 +0.02 .2286 VangdTaxExemptBd VTEB 2.0 55.21 +0.07 .0829 iShMSCIFrontier100 FM 2.8 29.53 –0.20 .1874 JPMUSAggregateBd JAGG 1.8 27.66 +0.01 .0318 ProShShtBasicMat SBM .0 11.91 +0.17 .0049 SPDR Gold GLD ... 173.90 +2.77 ... SPDR DJREIT RWR 3.7 87.58 +0.96 1.2931 VangdTotalStk VTI 1.4 200.89 +3.83 .7818 iShMSCIGermanyETF EWG 1.3 32.55 +0.71 .3869 JPMUSDEMSovBd JPMB 4.4 50.79 +0.15 .1942 ProShShtDow30 DOG .1 38.61 –0.25 .055 SPDRMFSSysCore SYE 1.1 101.08 +2.71 .3326 SPDR DJIA Tr DIA 1.8 309.97 +1.85 .1275 VangdTotlWrld VT 1.6 95.83 +1.55 .5524 iShMSCIGlblAgriPrd VEGI 1.4 36.68 +0.23 .2919 JPM US Dividend JDIV 4.4 28.04 +0.01 .6284 ProShShortEuro EUFX ... 42.08 +0.01 ... SPDRMFSSysGrowth SYG .5 121.06 +5.10 .1049 SPDR EurSTOXX FEZ 2.1 42.39 +0.43 .2502 VangdUtilities VPU 3.2 137.45 –0.73 1.3295 iShMSCIGloblEnProd FILL 3.7 14.12 –0.23 .2818 JPMUSMinimumVol JMIN 2.8 32.09 +0.10 .4049 ProShShXinhuaCh25 YXI .1 13.03 –0.89 .011 SPDRMFSSysValueEqu SYV 1.7 73.10 +0.30 .2132 SPDR MSCI exUS CWI 2.0 29.05 +0.43 .2741 VangdValue VTV 2.5 121.82 –0.51 .7892 iShMSCIGlbMulti ACWF 1.6 35.36 +0.53 .3229 JPM US Moment JMOM .8 40.27 +0.87 .1124 ProShShtFinls SEF .1 15.72 +0.09 .0196 SPDRACWILowCarbon LOWC 1.5 117.86 +2.22 1.0345 SpdrSPIntDiv DWX 3.8 37.02 +0.01 .3027 VesperUSLCShort UTRN 1.1 29.96 +0.36 2.3583 iShMSCIHongKong EWH 2.4 26.05 +0.34 .2193 JPM USQualFactor JQUA 1.4 36.42 +0.38 .2056 ProShShortHY SJB .1 18.68 –0.04 .0125 SPDREAFEFossilFr EFAX 1.7 79.77 +0.99 .6562 SPDR S&PMdCpTr MDY 1.1 448.48 +7.24 1.4484 VicShUSAACrIntBd UITB 2.4 54.33 +0.11 .1972 iShMSCIIndonesia EIDO 1.5 24.41 –0.08 .1717 JPM US Value JVAL 2.4 31.32 +0.24 .2246 ProShShMSCI EAFE EFZ .0 19.74 –0.23 .0086 SPDRMSCIEAFEStrat QEFA 1.8 71.55 +0.59 .739 SPDR S&P 500 SPY 1.5 382.88 +7.18 1.58 VicSh USAAShtBd USTB 2.1 51.87 +0.04 .0034 iShMSCIIntlMom IMTM .9 39.03 +1.06 .1408 KFADynFixIncm KDFI 3.8 21.66 +0.02 .0696 ProShShtMSCI EM EUM .2 11.90 –0.34 .0196 SPDREMFossilFuelFr EEMX 1.3 83.96 +2.83 .3338 SPDR S&P Biotch XBI .2 152.56 +0.83 .176 VicShUSAA EMVal UEVM 2.1 48.13 +0.94 .0039 iShMSCIIntlMulti INTF 2.0 27.94 +0.22 .2207 KFA GlblCarbon KRBN ... 25.79 +1.79 ... ProShShtMC400 MYY .1 27.49 –0.48 .0152 SPDRMSCIEMStrat QEMM 2.3 69.04 +1.00 1.1371 SPDR SP China GXC .9 146.15 +8.24 .7905 VicShUSAA IntlVal UIVM 1.7 46.88 +0.61 .0307 iShMSCIIntlQual IQLT 1.6 36.55 +0.41 .2283 KFA LCQualDiv KLCD 2.3 29.29 +0.06 .6756 ProShShtOil&Gas DDG ... 22.73 +0.26 ... SPDRMSCIUSAStrat QUS 1.7 106.05 +1.01 1.0337 SPDR S&P Div SDY 2.8 108.54 –0.71 .9868 VicSh USA SC Val USVM 1.1 65.56 +1.42 .0108 iShMSCIIntlSize ISZE 1.4 30.17 +0.31 .2655 KFA MtLucas KMLM ... 26.43 –0.01 ... ProShShortQQQ PSQ .3 13.86 –0.60 .0448 SPDRMSCIWorldStrat QWLD 1.7 94.30 +1.05 .7846 SPDR SP EmAsPac GMF 1.2 139.10 +5.02 1.1135 VicShUSAA USAVal ULVM 1.4 58.23 +0.67 .0019 iShMSCIIntlSC ISCF 2.2 34.27 +0.55 .0459 KFA SCQualDiv KSCD 1.5 26.83 ... .3992 ProShShtRE REK .1 11.29 –0.20 .0079 SPDR NYSE Tech XNTK .3 151.08 +5.73 .08 SPDR S&P Home XHB .7 63.56 +3.07 .1182 VidentUSBdStrat VBND 2.0 51.78 +0.02 .4735 iShMSCIIntlValue IVLU 2.0 23.80 +0.12 .2598 KFAValLineDynCore KVLE .3 21.17 +0.11 .0731 ProShShtRus2000 RWM .2 23.09 –0.49 .0499 SPDRNuvBBHYMuni HYMB 3.5 59.71 +0.26 .17 SPDR IntlSC GWX 1.7 36.26 +0.51 .2884 VidentCoreUSEquity VUSE 1.2 37.46 +0.38 .261 iShMSCIIreland EIRL .5 50.77 –0.42 .0124 KnowldgLdrDevWrld KLDW .6 43.25 +0.48 .2568 ProShShrtS&P500 SH .2 17.52 –0.36 .0279 SPDRNuveenMuniBd TFI 1.9 52.34 +0.01 .0633 VidentIntlEquityFd VIDI 2.4 26.04 +0.34 .4101 SPDR S&P MtlMng XME 1.0 34.50 –0.79 .0819 .16 iShMSCIIsrael EIS .2 66.66 +0.76 .1058 KraneBoseraChinaA KBA .6 49.10 +1.20 .2976 ProShSh7-10YrTr TBX .1 24.16 –0.04 .0229 SPDRNuveenSTMuniBd SHM 1.2 49.81 +0.07 .0406 SPDRS&POilGasExpl XOP 2.0 68.05 –1.22 .3007 VirtusInfrUSPfd PFFA 8.3 22.38 +0.13 iShMSCIItaly EWI 1.7 29.29 –0.04 .2375 KraneCCBSChCpHY KCCB 6.5 39.56 +0.11 .1427 ProShShrtSC600 SBB .0 19.84 –0.34 .0097 SPDRPtfAggBd SPAB 2.4 30.55 ... .0572 SPDR S&P Pharm XPH .5 53.59 –0.10 .0538 VirtusLifeSciBio BBC ... 53.67 –0.15 ... iShMSCIJapan EWJ 1.0 69.24 +0.52 .2583 KraneCICCCnCnsmr KBUY ... 27.48 –0.09 ... ProShSh20+Tr TBF .2 16.34 +0.01 .0351 SPDRPtfDevxUS SPDW 1.8 34.93 +0.40 .3247 SPDR S&P Retail XRT .9 74.87 +2.89 .2512 VirtusLifeSciBio BBP ... 57.22 +0.80 ... iShMSCIJapanSC SCJ .9 79.46 +0.52 .7019 KraneCICCCn5GSemi KFVG ... 29.34 +1.06 ... ProShUltBscMtls UYM .5 77.37 –2.39 .1272 SPDRPtfEM SPEM 1.8 45.16 +1.12 .5119 VirtusNewDynCredit BLHY 3.6 24.48 +0.20 .02 SPDR S&P Semi XSD .2 191.72 +8.65 .0991 .0452 iShMSCIKLD400Soc DSI 1.2 73.07 +1.29 .2174 KraneCICCChina KFYP 2.5 33.95 +0.53 .8337 ProShUltBlmCrude UCO ... 40.76 –0.39 ... SPDR PtfEurope SPEU 2.2 38.69 +0.51 .2256 SPDRWelsFrg PSK 5.2 43.77 +0.22 .2565 VirtusNewMultiBd NFLT 3.6 25.67 +0.10 iShMSCIKokusaiETF TOK 1.5 85.86 +1.47 .6846 KraneCSIChInt KWEB .2 90.34 +9.56 .2214 ProshUltBlmNatGas BOIL ... 19.68 –4.39 ... SPDR PtfHYBd SPHY 5.6 26.61 +0.11 .1101 SprottGoldMiners SGDM .3 29.42 +0.30 .0928 VirtusPrvCrd VPC 9.4 21.62 +0.34 .6625 iShMSCIMalaysiaETF EWM 1.9 27.99 –0.38 .5447 KraneEFdChina KCNY 2.3 34.94 –0.14 .0697 ProShUltCnsGds UGE .4 87.31 +1.92 .052 SPDRPtfIntermCpBd SPIB 2.2 36.99 –0.01 .0544 SprottJrGoldMiners SGDJ 2.1 46.35 +0.59 .9687 VirtusRealAsset VRAI 3.8 23.43 –0.08 .3334 iShMSCIMexico EWW 1.4 42.96 –1.52 .1437 KraneElcVehicle KARS .1 45.70 +1.85 .0574 ProShUltCnsSvs UCC .0 89.26 +4.41 .0198 SPDR PtfIntTrea SPTI .8 32.90 +0.02 .0097 VirtusReavesUtil UTES 2.1 40.86 –0.08 .25 SterlingCapFocus LCG ... 26.02 +0.56 ... .1589 iShMSCINetherlands EWN .7 44.29 +1.51 .1303 KraneEMCnsTech KEMQ 2.1 36.06 +2.18 .7438 ProShUltDow30 DDM .3 58.03 +0.67 .04 SPDRPtfLTCorpBd SPLB 3.1 32.15 –0.15 .0747 SyntaxStratLC SSPY 1.4 57.79 +0.34 .9121 VirtusSeixSrLoan SEIX 4.1 24.86 –0.08 iShMSCIPacificxJp EPP 2.2 49.98 +0.77 .5466 KraneEMHlthcrIndex KMED .0 37.08 +0.83 .0082 ProShUlt Euro ULE ... 15.65 +0.23 ... SPDRPtfLgTermTrea SPTL 1.8 43.49 –0.01 .0553 SyntaxStratMC SMDY .8 36.61 +0.33 .301 VolsharesLC VSL .8 38.74 +0.54 1.0277 iShMSCIPeru EPU 1.9 35.26 +0.35 .1829 KraneChinaHlthCr KURE .0 44.25 +4.00 .0001 ProShUltFTSEEurope UPV ... 56.88 +1.42 ... SPDR PtfGSM SPGM 1.4 51.02 +0.92 .4474 SyntaxStratifiedSC SSLY .4 47.73 +0.95 .1946 WBIBullBrGlbIncm WBII 3.3 24.73 –0.01 .1462 iShMSCIPhilippines EPHE .7 31.95 –1.03 .0724 KraneAllChina KALL .9 38.22 +1.66 .3487 ProShXinhuaChina25 XPP ... 89.70 +10.08 ... SPDRPtfMtgBkdBd SPMB 2.9 26.42 +0.01 .0632 TRowePriceBlueChip TCHP ... 28.59 +1.07 ... WBIBullBrQu3000 WBIL .2 28.32 +0.37 .0084 iShMSCIPoland EPOL 1.4 19.15 –0.05 .0987 KraneMSCICnLdrs KESG .0 35.46 +2.47 .1511 ProShUltFinls UYG .6 43.32 –0.70 .0781 SPDRS&P500Value SPYV 2.3 34.98 –0.20 .194 TRowePriceDivGwth TDVG .8 28.49 +0.20 .0762 WBIBullBrRsInc300 WBIE .3 28.99 +0.14 .0456 iShMSCIRussia ERUS 4.3 38.06 –1.72 1.2914 KraneMSCIChinaEnv KGRN .0 52.11 +5.13 .0026 ProShUltraGold UGL ... 64.36 +1.95 ... SPDRPtfS&P1500 SPTM 1.5 47.42 +0.89 .204 TRowePriceEqIncm TEQI 1.6 30.54 –0.05 .1601 WBIBullBrTdUS WBIT 3.2 20.07 +0.07 .3113 iShMSCISaudiArabia KSA 1.7 31.73 –0.24 .0942 KraneEMxChina KEMX 1.6 31.64 +0.30 .498 ProShUltHlthCr RXL .1 82.35 +1.43 .0364 SPDRPtfS&P500 SPLG 1.5 45.00 +0.84 .1812 TRowePriceGrowth TGRW .0 29.70 +1.14 .0318 WBIBullBrTrdUSTR WBIN 4.1 17.21 –0.01 .004 iShMSCISingapore EWS 2.6 22.39 –0.04 .3572 KraneSh1Belt1Road OBOR 1.9 28.70 +0.12 .5493 ProShUltraHY UJB 2.9 74.25 +0.16 1.7338 SPDRS&P500Growth SPYG .9 56.89 +2.26 .1311 TechSelectSector XLK .9 132.83 +5.41 .2976 WBIBullBrVal3000 WBIF .1 28.15 +0.04 .0237 iShMSCISouthAfrica EZA 5.3 45.24 +1.31 1.7712 LCGrowthETN2028 FRLG ... 250.80 +18.66 ... ProShUltIndls UXI .3 102.13 +0.76 .0364 SPDRS&P500HiDiv SPYD 4.7 34.45 –0.33 .6066 TeucriumAgriFd TAGS ... 21.51 –1.43 ... WBIBullBrYd3000 WBIG 1.0 24.06 +0.23 .064 iShMSCISthKorea EWY .7 93.82 +1.59 .6303 LeaderActivLdrs ACTV .1 32.82 –0.17 .0318 ProShUltBrazil UBR ... 31.49 –3.44 ... SPDRPtfS&P400MC SPMD 1.2 43.16 +0.69 .1671 TeucriumCornFd CORN ... 15.85 –1.05 ... WBIPwrFactorHiDiv WBIY 4.8 23.92 –0.33 .4067 iShMSCISpain EWP 2.6 27.11 –0.41 .0677 LeaderAlphaFactor LSAT .3 29.97 –0.04 .0895 ProShUltMSCIEAFE EFO ... 46.49 +1.17 ... SPDRPtfS&P600SC SPSM 1.1 39.36 +0.59 .1526 TeucriumSoybeanFd SOYB ... 19.48 –1.56 ... WedETFMGGlbCld IVES .4 54.80 +2.52 .125 iShMSCISweden EWD .9 42.14 +1.22 .2946 LeaderAlphaUSCore LSAF .5 29.52 +0.34 .0329 ProShUltMSCIEM EET .0 111.83 +5.94 .0086 SPDRPtfSTCpBd SPSB 1.9 31.38 –0.01 .038 TeucriumSugarFd CANE ... 6.90 –0.21 ... WedbushVideoGame GAMR .8 87.42 +5.72 .49 iShMSCISwitz EWL 1.4 45.69 +0.57 .0226 LeaderShEqSkew SQEW .8 34.32 +0.64 .2592 ProShrUltraJapan EZJ ... 48.91 +0.75 ... SPDRShtTermTrea SPTS .7 30.70 +0.02 .0121 TeucriumWheatFd WEAT ... 6.10 –0.34 ... WisdTrUSDBull USDU .7 25.12 –0.13 .1726 iShMSCITaiwan EWT 1.7 58.48 +1.30 .9727 LeatherbackL/S LBAY 3.4 21.36 –0.14 .06 ProShUltMC400 MVV .3 54.16 +1.63 .0504 SPDR PtfTIPS SPIP 2.0 31.15 +0.14 .0122 TimothyHiDiv TPHD 2.3 26.65 –0.02 .1208 WisdTrCBOES&P500 PUTW 1.4 29.11 +0.33 .4086 iShMSCIThailand THD 2.2 79.53 –0.73 .4504 LeutholdCore LCR .6 28.97 +0.49 .1752 ProShUltOilGas DIG 2.6 89.19 –3.02 .5511 SPDRRuss1000LowVol ONEV 1.8 92.40 +0.49 .5906 TimothyPlanIntl TPIF 1.7 27.78 +0.22 .054 WisdTrChineseYuan CYB .4 27.43 +0.03 .1118 iShMSCIUSAESGSelct SUSA 1.1 84.88 +1.54 .2629 MatlsSelSectorSPDR XLB 1.7 74.38 –0.96 .3593 ProShUltraQQQ QLD .0 123.55 +9.99 .0045 SPDRRuss1000Mom ONEO 1.2 88.60 +0.95 .3306 WisdTrEmgCurr CEW .6 18.31 –0.01 .1181 iShMSCIUSAEqWeight EUSA 1.4 74.46 +0.51 .2227 MerlynAIBullBr WIZ .7 35.69 +0.58 .1614 ProShrUltraRE URE .9 62.59 +1.97 .3023 SPDRRuss1000Yd ONEY 2.6 79.68 +0.22 .6839 TimothyUS LMC TPLC .8 31.86 +0.28 .0573 WisdTrEMxSOE XSOE .9 43.17 +1.47 .1494 iShMSCIUSAMCMult MIDF 1.2 33.07 +0.45 .106 MicroSecCannabis MJJ ... 81.37 –0.38 ... ProShrUltraRus UWM .1 107.43 +4.19 .0067 SPDRMomentumTilt MMTM 1.1 166.21 +5.37 .4503 Timothy US SC TPSC 1.0 30.00 +0.46 .0999 WisdTrEM HiDiv DEM 4.1 42.29 –0.45 .2927 iShMSCIUSAMulti LRGF 1.3 39.15 +0.55 .104 MicroSecCannabis2X MJO ... 113.41 –0.99 ... ProShUltraS&P SSO .2 95.62 +3.51 .0842 SPDRS&P1500ValTilt VLU 1.9 127.27 +0.80 .5774 TortoiseNAPipeline TPYP 5.8 18.36 –0.62 .2425 WisdTrEMLocDebt ELD 4.8 34.05 –0.31 .13 iShMSCIUSASize SIZE 1.4 114.51 +0.59 .39 MicroFANG+ETN FNGS ... 117.73 +8.14 ... ProShUltSemi USD .1 122.13 +7.07 .0255 SPDR S&P500MidGr MDYG .7 74.69 +1.82 .1937 TransamDeltaS&PEM DMRE .7 63.31 +2.09 .1947 WisdTrEMMulti EMMF 1.8 25.80 +0.76 .0935 iShMSCIUSASCMul SMLF 1.2 49.87 +1.00 .2805 MicroSectFANG+Invr GNAF ... 15.52 –1.20 ... ProShrUl7-10Trs UST .5 71.97 +0.12 .0797 SPDR S&P400MidVl MDYV 1.6 58.71 +0.38 .2428 TrendAggCon TACE .2 25.09 +0.33 .0435 WisdTrEM SC DGS 3.6 48.84 +0.25 .4875 iShMSCIUK EWU 2.4 30.62 +0.07 .3319 MicroFANG-3XInvr FNGD ... 3.88 –1.02 ... ProShUltSilver AGQ ... 46.54 +2.66 ... SPDRS&P600SmallCap SLY 1.0 87.63 +1.48 .3346 TrendAggDiv TADS .0 26.73 +0.19 2.617 WTEnhCmdStrategyFd GCC ... 19.18 –0.11 ... iShMSCIWorldETF URTH 1.5 115.35 +1.80 .7935 MicroSectorsFANG3X FNGU ... 337.67 +63.86 ... ProShUltSC600 SAA .0 129.98 +4.03 .0318 SPDR S&P600SCpGr SLYG .6 84.13 +1.94 .23 TrendAggGrowth TAAG .0 27.49 +0.27 4.0115 WisdTrEuropeHdg HEDJ 2.6 68.07 +0.34 .3706 iShMorningstarLC JKD 1.2 220.83 +4.65 .7364 MicroFANG-2XInvr FNGZ ... 3.74 –0.63 ... ProShUltTech ROM .0 77.30 +7.66 .0344 SPDR S&P600SCapVal SLYV 1.3 72.78 +0.55 .2895 TrueESGActOpps ECOZ .4 36.24 +1.01 .136 WisdTrEuropeHdgSM EUSC 3.3 31.92 +0.08 .1841 iShMornLCGrowth JKE .3 296.45 +9.71 .1992 MicroSectFANG+2X FNGO ... 209.21 +27.36 ... ProShUltTelecom LTL 1.4 43.36 +0.52 .1961 SPDR Aero Dfns XAR .6 119.31 +1.09 .1034 TrueTechAI LRNZ ... 51.17 +2.13 ... WisdTrEurQualDiv EUDG 1.8 31.26 +0.40 .1108 iShMornLCValue JKF 2.9 114.31 –0.94 .8087 MicroSecGold3XInvr GDXD ... 23.16 –1.73 ... ProShUlt20YrTr UBT .6 57.19 –0.07 .1599 SPDRS&PBank KBE 2.2 45.44 –0.60 .2993 UBS FIEnhGlbHY FIHD ... 191.14 +0.66 ... WisdTrEuropeSC DFE 2.4 66.17 +0.36 .3291 iShMorningstarMC JKG 1.1 242.29 +2.36 .7272 MicroSecGold3XLvgd GDXU ... 22.63 +1.75 ... ProShrUltraUtil UPW .8 57.04 –0.33 .2117 SPDRS&PCapitalMkts KCE 2.1 77.94 –0.59 .652 UBS FIEnhLCGrw FBGX ... 583.34 +43.65 ... WisdTrFRTrea USFR .4 25.11 ... .001 iShMornMCGrowth JKH .1 397.23 +7.10 .04 MicroUSBigBk3X BNKD ... 3.27 +0.24 ... ProShUltraYen YCL ... 59.13 +0.02 ... SPDREmMktsDiv EDIV 3.4 28.61 –0.09 .0719 USCF SummerDynCom SDCI .2 16.36 –0.43 .0332 WisdTrGlbxUSQual DNL 1.7 79.92 +1.36 .3246 iShMorningstarSC JKJ 1.2 210.33 +2.01 .6375 MicroUSBigBk3X BNKU ... 29.01 –3.08 ... ProShUltDow30 UDOW .2 106.64 +1.83 .1112 SPDR S&P EM SC EWX 2.2 52.78 +0.27 .8081 USEquCumDiv2027 IDIV 12.7 10.56 –0.73 .11 WisdTrGlbxUSREFd DRW 2.9 25.78 +0.25 .7604 iShMornSCGrowth JKK .1 335.18 +10.44 .0913 MicrUSBigOil3InLv NRGD ... 4.10 +0.05 ... ProShUltMC400 UMDD .1 122.54 +5.67 .0229 SPDR S&P500 ESG EFIV 1.3 35.81 +0.89 .1436 USEquityxDiv2027 XDIV ... 85.38 +1.68 ... WisdTrGlbHiDiv DEW 4.0 43.64 –0.38 .4553 iShMornSCValue JKL 1.9 150.07 +0.08 .6156 MicrUSBigOil3Lev NRGU ... 81.14 –3.48 ... ProShUltRus2000 URTY .0 102.53 +5.85 .0027 SPDRS&P500Fossil SPYX 1.3 94.75 +1.93 .331 USGlbGOGold GOAU .3 19.12 +0.37 1.0359 WisdTrGrwLdrs PLAT .1 45.39 +2.16 .0474 iShNatlMuniBd MUB 2.1 117.09 –0.01 .1826 MSCushMLPHI MLPY 10.9 3.53 –0.19 .0779 ProShUltS&P500 UPRO .1 82.21 +4.46 .0265 SPDRS&PGlbDividend WDIV 5.4 62.29 –0.24 1.3575 U.S.GlobalJetsETF JETS .0 22.25 –0.03 .0086 WisdTrIndiaEarn EPI .8 30.05 –0.04 .0807 iShNewYorkMuniBd NYF 2.0 58.36 +0.12 .0919 NationwideMaxDivUS MXDU 1.7 38.68 +0.67 .6615 ProShUltShtDow30 SDOW .5 12.17 –0.25 .0662 SPDRS&PGlbInfr GII 2.6 50.18 –0.54 .7792 USVeganClimate VEGN .7 35.53 +0.77 .0915 WisdTrIndiaxSOE IXSE .1 30.14 +0.28 .015 iShResidentMultiRE REZ 3.1 68.45 +0.53 .7092 NationRiskBaseIntl RBIN 1.8 27.68 +0.32 .4885 ProShShtMC400 SMDD .2 10.09 –0.49 .0157 SPDRS&PGlbNatRes GNR 2.6 47.86 –0.03 .4833 UtilitiesSelSector XLU 3.1 62.84 –0.15 .5218 WisdTrIntDivxFin DOO 3.4 42.14 +0.44 .333 iShRobotics&AI IRBO .5 44.82 +2.48 .1725 NationRiskBasedUS RBUS 1.3 35.90 +0.43 .4651 ProShShtRus2000 SRTY 1.3 12.85 –0.80 .1659 SPDRS&PHlthCareEqp XHE ... 122.44 +3.24 ... VanEckMerkGoldTr OUNZ ... 18.07 +0.28 ... WisdTrIntlEquity DWM 2.7 52.13 +0.35 .3337 iShRussell1000Gwth IWF .6 247.58 +9.14 .3742 NationRiskMgd NUSI 7.4 27.78 +0.23 .1798 ProShUltS&P500 SPXU .8 27.39 –1.66 .2078 SPDRS&PHlthCareSvs XHS .2 105.27 +2.30 .0916 VanEckAfrica AFK 3.7 21.52 +0.52 .796 WisdTrIntlHdgQual IHDG 1.9 40.90 +0.56 .354 iShRussell1000 IWB 1.3 217.62 +4.02 .7898 NatixisShrtDur LSST 2.0 25.65 +0.02 .531 ProShUltShrt20YTr TTT .3 33.60 –0.03 .0867 SPDRS&PInsurance KIE 1.8 33.89 –0.38 .196 VanEckAgribus MOO 1.0 82.69 +0.55 .8564 WisdTrIntlHiDiv DTH 3.6 38.61 +0.01 .3455 iShRussell1000Val IWD 2.0 140.27 –0.34 .5957 NatixisUSEqOpps EQOP .0 29.45 +0.08 .0043 ProShUltShtAUD CROC ... 43.79 –0.14 ... SPDRS&PInternetETF XWEB .4 171.19 +8.25 .2548 VanEckBDCIncome BIZD 9.9 14.42 +0.18 .3249 WisdTrIntlLC Div DOL 2.7 47.24 +0.32 .3204 iShRussell2000Gwth IWO .4 316.21 +9.06 .307 NatixisVaughanMC VNMC .1 30.77 –0.47 .0589 ProShUSBscMtls SMN ... 9.45 +0.25 ... SPDRS&PKenCleanPwr CNRG .5 144.66 +16.66 .1172 VanEckBrazilSC BRF 1.8 20.02 –1.32 .3529 WisdTrIntlMC Div DIM 2.5 65.57 +0.61 .4005 iShRussell2000 IWM 1.0 215.00 +4.25 .5925 NatixisVaughanNel VNSE .1 28.18 +0.21 .0171 ProShUltBloomCrd SCO ... 10.19 +0.06 ... SPDRS&PKenFinalFr ROKT .5 39.69 +0.01 .065 VanEckChinaGrwth GLCN .1 50.78 +2.02 6.0309 WisdTrIntlMult DWMF 2.0 25.30 +0.22 .1791 iShRussell2000Val IWN 1.5 143.79 +1.81 .6518 NETLeaseCpRlEst NETL 4.0 25.64 +0.40 .2772 ProShUltShBlmGas KOLD ... 48.96 +8.12 ... SPDRS&PKenFut FITE .8 48.97 +1.11 .076 VanEckChinaBond CBON 2.9 24.05 –0.08 .0561 WisdTrIntlSC DLS 2.5 69.48 +0.53 .4585 iShRussell3000 IWV 1.3 230.66 +4.17 .8274 NiftyIndiaFinls INDF ... 31.43 –0.81 ... ProShUSCnsmrGd SZK .2 8.48 –0.21 .0168 SPDRS&PKenInt SIMS .5 45.69 +0.64 .0692 VanEckSMEChiNxt CNXT .0 53.99 +2.67 .0038 WisdTrJapanHdg DXJ 2.4 56.36 +0.24 .7923 iShMicro-CapETF IWC .9 135.45 +4.66 .3713 NoShoreGlUran URNM 2.6 43.00 –1.77 1.1044 ProShUSCnsmrSvc SCC .1 11.45 –0.63 .0069 SPDRS&PKenNewEc KOMP .6 68.19 +4.07 .2031 VanEckEgypt EGPT 2.3 26.75 +0.12 .625 WisdTrJapanSC DFJ 2.6 73.00 +0.08 .9438 iShRussellMid-Cap IWR 1.2 71.28 +0.54 .2294 NuvESGHYCorpBd NUHY 5.1 25.00 –0.01 .12 ProShUltDow30 DXD .3 12.11 –0.16 .0384 SPDRS&PKenSmart HAIL .4 65.55 +4.00 .0217 VanEckEM AggBd EMAG 4.3 21.60 –0.05 .0786 WisdTrMgdFut WTMF .5 37.49 –0.41 .1728 iShRussellMCValue IWS 1.8 100.70 +0.18 .436 NuvESGUSAggBd NUBD 2.2 26.66 +0.01 .0542 ProShUltShEuro EUO ... 22.75 –0.27 ... SPDRS&PNAmNatlRscs NANR 2.6 35.20 –0.31 .3404 VanEckEMHYBond HYEM 5.6 23.80 +0.09 .1139 WisdTrMtgPlBdFd MTGP 2.0 51.57 +0.13 .0775 iShRussellTop200Gr IWY .7 136.12 +5.60 .2537 NuvEnhYd1-5Y NUSA 2.5 25.51 +0.03 .0578 ProShUltChina50 FXP .1 25.95 –3.60 .0207 SPDRS&POil&GasEq XES 1.2 51.03 –1.84 .0689 VanEckEnerIncm EINC 6.2 44.40 –1.51 .6601 WisdTr90/60USBal NTSX .8 37.22 +0.83 .1153 iShRussellTop200 IWL 1.3 92.34 +2.10 .3356 NuvEnhYdUSAgg NUAG 2.9 25.56 +0.02 .0589 ProShrUltShFTSEEur EPV .1 15.29 –0.44 .0143 SPDRS&PRegionalBkg KRE 2.5 57.96 –0.43 .395 VanEckEnvironSvcs EVX .3 124.77 +1.46 .3906 WisdTrUSDivxFin DTN 3.5 85.75 +0.09 .0371 iShRussellTop200Vl IWX 2.1 59.05 –0.25 .3183 OverlayCoreBd OVB 3.3 26.30 +0.08 .2454 ProShUltShFin SKF .1 15.36 +0.22 .0168 SPDRS&PSft&Svs XSW .2 160.72 +3.83 .0519 VanEckGoldMiner GDX .5 35.23 +0.72 .1899 WisdTrUSHiDiv DHS 4.1 70.05 –0.21 .076 iShS&P100 OEF 1.4 176.22 +4.82 .6844 OverlayFgnEqu OVF 2.5 26.21 +0.10 .3361 ProShUltShGold GLL ... 32.50 –1.04 ... SPDRS&PTelecom XTL .8 93.58 +2.56 .2464 VanEckGreenBd GRNB 2.3 27.82 +0.03 .0455 WisdTrUSLCDivFd DLN 2.6 108.88 +0.48 .0454 iShS&PMC400Growth IJK .7 77.89 +1.97 .1529 OverlayHdgLC OVLH ... 25.33 +0.45 ... ProShrUSHlthCr RXD .2 8.72 –0.18 .0167 SPDRS&PTransport XTN .7 74.23 +0.39 .20 VanEckIndiaGrwth GLIN .2 34.27 –0.07 .0783 WisdTrUSLCFd EPS 1.8 41.18 +0.54 .1997 iShS&P500Growth IVW .8 65.63 +2.59 .1427 OverlayLCEq OVL 1.6 32.88 +0.80 .3786 ProShUltShIndls SIJ ... 9.84 –0.12 ... SPDRSSGAFxScRt FISR 2.5 31.75 –0.06 .2312 VanEckIndonesia IDX 1.6 21.40 +0.16 .3429 WisdTrUSMCDivFd DON 2.6 36.65 +0.15 .22 iShGlobalEnergyETF IXC 4.5 22.15 –0.41 .5958 OverlayMuniBd OVM 3.4 25.98 +0.11 .2553 ProShUltra7-10 PST .1 15.81 –0.01 .0175 SPDRGenderDivers SHE 1.2 91.56 +1.38 .2869 VanEckIntlHYBd IHY 4.6 25.96 +0.16 .0988 WisdTrUSMCFd EZM 1.6 46.29 +0.46 .306 iShGlobalHealthcr IXJ 1.2 79.00 +0.68 .4391 OverlayShTermBd OVT ... 25.05 +0.03 ... ProShUltBrazil BZQ .2 9.39 +0.89 .0185 SPDR US LC Low Vol LGLV 2.0 119.03 +0.50 .9641 VanEckInvtGrFR FLTR 1.5 25.37 +0.02 .0175 WisdTrUSQualShr QSY 1.5 104.09 +0.43 .078 iShGlobalTechETF IXN .6 310.63 +12.14 .9224 OverlaySCEq OVS 1.3 33.12 +0.72 .2317 ProShrUS MSCI EAFE EFU .1 12.16 –0.28 .0083 SPDR SSGA US XLSR 1.2 41.03 +0.83 .153 VanEckIsrael ISRA .2 47.26 +1.14 .0763 WisdTrUSSCDiv DES 2.6 28.28 +0.11 .0308 iShGloblFinancials IXG 2.1 66.85 –0.94 .604 PGIMActHYBd PHYL 6.0 40.88 +0.08 .1785 ProShUltMSCIEM EEV .2 15.33 –0.87 .0261 SPDR US SC LowVol SMLV 2.3 101.93 +1.49 1.0779 VanEckJPMEMLCBd EMLC 5.0 32.77 –0.04 .1292 WisdTrUSSCFd EES 1.2 42.51 +0.66 .0304 iShS&P500Value IVE 2.3 130.28 –0.69 .7815 PGIMQMAStrAlphaItl PQIN 2.2 58.39 –0.48 .2895 ProShrUS MSCI Jpn EWV ... 13.87 –0.23 ... SPDRSolactCda ZCAN 2.5 65.20 –0.34 .7592 VanEckJrGold GDXJ 1.7 50.34 +0.99 .8554 WisdTrUSTotalDivFd DTD 2.7 106.85 +0.50 .0419 iShIntlDevProperty WPS 2.3 35.37 +0.13 .3129 PGIMStratAlphLC PQLC 2.0 62.33 +0.27 .3156 ProShUltMC400 MZZ .3 11.43 –0.37 .0287 SPDRSolactGermany ZDEU 2.7 65.25 +1.49 1.055 VanEckLong/Flat LFEQ 2.0 35.48 +0.72 .7143 WisdTrUSTMFd RESP 1.3 42.44 +1.02 .1428 iShGlobalConsDiscr RXI .6 163.25 +4.94 .4877 PGIMQMAStrAlSCG PQSG .9 68.40 +0.90 .2979 ProShrUSOilGas DUG .1 22.84 +0.63 .0289 SPDRSolactHK ZHOK 2.1 70.58 +1.55 .6809 VanEckLowCarbon SMOG .0 191.37 +11.24 .0918 WisdTrYdUSAggBd AGGY 2.5 53.22 –0.04 .1075 iShGlobalUtilities JXI 2.6 60.38 –0.16 1.0094 PGIMQMAStrAlSCV PQSV 1.5 56.25 +0.36 .185 ProShUltShtQQQ QID 1.0 26.18 –2.42 .2617 SPDRSolactJpn ZJPN 1.7 90.76 +0.70 .7031 VanEckMtgREIT MORT 7.9 17.17 +0.53 .3536 XtrkrsFTSEDevXus DEEF 2.6 30.88 +0.42 .1551 iShGlobalMaterials MXI 1.2 84.64 –0.03 .5874 PGIMUltraShBd PULS 1.8 49.90 +0.02 .1299 ProShrUSRlEst SRS .2 12.19 –0.40 .0237 SPDRSolactUK ZGBR 2.7 47.80 +0.15 .6751 VanEckNatRscs HAP 2.3 41.41 +0.17 .9444 XtrkrsHarvCSI300 ASHR .8 42.81 +0.67 .3248 iShGloblIndustrial EXI 1.2 108.26 +0.60 .594 PIMCO25+YrZeroCoup ZROZ 1.8 154.44 +0.12 .65 ProShUltShRus2000 TWM .5 16.46 –0.70 .083 SPDRSSgAGlbAll GAL 2.1 43.63 +0.48 .3629 VanEckOilRefin CRAK 2.5 26.92 +0.57 .66 XtrkrsHarvCSI500 ASHS .4 36.90 +1.16 .1531 iShrsSP GSCI Cmdty GSG ... 12.77 –0.15 ... PIMCO ActiveBd BOND 2.7 112.62 +0.21 .23 ProShUltShtS&P500 SDS .5 11.79 –0.47 .0569 SPDRSSgAIncmAllctn INKM 3.8 34.19 +0.05 .4799 VanEckOilSvcs OIH 1.1 172.01 –6.98 1.8911 XtrkrsHiBetHYBd HYUP 6.9 48.32 +0.12 .6114 iShS&PMC400Value IJJ 1.7 91.35 +0.70 .3615 PIMCOBrdUSTIPSIdx TIPZ 1.5 65.67 +0.41 .05 ProShrUSSemi SSG .4 11.55 –0.81 .0472 SPDRSSgAMultiAsset RLY 2.1 25.32 –0.08 .2609 VanEckPfdSecsxFin PFXF 5.2 20.64 +0.11 .1271 XtrkIntlRealEst HAUZ 3.4 26.55 +0.08 .5446 iShS&PSC600Value IJS .9 89.39 +0.77 .2837 PIMCOEnhLowDur LDUR 2.1 102.26 +0.09 .15 ProShUltShtSilver ZSL ... 7.12 –0.45 ... SPDRSSgAUltraShrt ULST 1.3 40.47 –0.02 .0269 VanEckRareEarth REMX .7 81.22 +8.84 .5348 XtrkrsJpnJPXNik400 JPN 1.9 33.45 +0.15 .3597 iShGlblConStaples KXI 2.4 56.80 –0.14 .7822 PIMCOEnhShMaturESG EMNT 1.4 100.75 –0.02 .12 ProShUlShtSC600 SDD ... 8.14 –0.30 ... SPFdsDJGlbSukuk SPSK 2.1 20.37 +0.05 .042 VanEckRealAsset RAAX 6.0 23.02 +0.04 1.392 XtrrsLowBetHYBd HYDW 4.5 50.73 +0.07 .2454 iShNATech-Mult IGN .5 65.70 +1.16 .0693 PIMCOEnhShMaturity MINT 1.2 102.12 +0.02 .046 ProShrUSTech REW .3 13.12 –1.59 .0388 SPFdsS&P500Sharia SPUS 1.0 26.10 +0.85 .026 VanEckSteel SLX 1.8 46.54 –1.17 .8333 XtrkACWIxUSESGLd ACSG 1.7 32.94 +0.70 .2942 iShSelfDrvngEV IDRV .6 47.16 +1.76 .0052 PIMCO15+USTIPSIdx LTPZ 1.4 87.57 +0.81 .06 ProShUltraSh20+ TBT .3 17.68 ... .0003 SPFdsS&PGlShar SPRE ... 20.37 +0.44 ... VanEckUnOil&Gas FRAK 1.4 87.19 –3.59 1.2069 XtrkrsMSCIAllChina CN .7 49.83 +2.40 .3499 iShShortNatlMuniBd SUB 1.2 108.10 –0.03 .085 PIMCOIntermMuniBd MUNI 1.9 56.85 +0.10 .0882 ProShrUSUtil SDP .1 18.33 +0.08 .0236 SchwabEM Equity SCHE 1.9 33.03 +0.87 .5342 VanEckUranium NLR 2.2 49.79 +0.29 1.0964 XtrkrsMSCIAWxUS HDAW 4.1 25.02 +0.09 .2432 iShSilver SLV ... 23.66 +0.71 ... PIMCOInvGrdCorpBd CORP 2.8 115.60 –0.19 .27 ProShUltShtYen YCS ... 68.50 –0.10 ... Schwab5-10YCpBd SCHI 2.3 53.20 –0.11 .0913 VangdCnsmrDiscr VCR 1.6 293.83 +7.96 3.7937 XtrkrsMSCIAWxUS DBAW 2.0 31.85 +0.39 .3964 iShTIPSBondETF TIP 1.2 127.77 +0.60 .0231 PIMCO1-5USTIPSIdx STPZ 1.9 54.55 +0.09 .06 Qraft AI US Hi Div HDIV 2.2 27.52 ... .147 SchwabFundEmgLrg FNDE 2.4 29.51 –0.25 .5603 VangdCnsmrStpls VDC 2.6 169.06 –0.93 1.5724 XtrkMChinaAIncl ASHX .7 31.72 +0.68 .2365 iSh10+YIGCpBd IGLB 3.3 71.05 –0.29 .1725 PIMCO DynMultEM MFEM 1.6 29.33 +0.66 .20 QRAFT AI US LC QRFT .0 39.96 +1.19 .6683 SchwabFundIntLrgCo FNDF 2.1 30.68 +0.21 .4378 VangdExtMkt VXF 1.0 176.38 +2.98 .8095 XtrkESGLeaders EASG 1.7 29.89 +0.31 .2343 iShTreaFRBd TFLO .4 50.29 +0.01 .0027 PIMCO DynMultIn MFDX 1.5 28.14 +0.32 .16 QRAFTAIUSLCMom AMOM .1 33.24 +1.00 7.7737 SchwabFundIntlSmCo FNDC 1.7 35.90 +0.43 .4901 VangdInfoTech VGT .8 363.79 +14.17 .6898 XtrkrsMSCIHiDiv HDEF 3.8 23.91 +0.09 .2952 iShDowJonesUS IYY 1.3 96.98 +1.82 .3422 PIMCO DynMultUS MFUS 1.7 34.92 +0.52 .18 QraftAINxtValue NVQ .1 29.05 +0.56 .008 SchwabFundUSBrd FNDB 2.1 47.01 +0.41 .2338 VangdMatrls VAW 1.6 161.60 –1.77 .8238 XtrkrsMSCIEAFE DBEF 2.3 34.69 +0.20 .3718 iShChinaLC FXI 2.0 51.71 +3.09 .6836 PIMCO RAFI ESG US RAFE 2.3 26.74 +0.05 .15 QuadIntRtVol IVOL 3.4 28.45 +0.18 .084 SchwabFundUSLrgCo FNDX 2.2 47.26 +0.35 .2388 VangdSC Grwth VBK .4 288.28 +6.95 .5023 XtrkrsMSCIEMESG EMSG 1.3 36.01 +1.48 .1646 iShRussellMCGrowth IWP .4 106.77 +1.89 .0778 PIMCOShrtTrmMuniBd SMMU 1.2 51.46 +0.04 .0402 RoboGlbAI THNQ ... 42.60 +1.54 ... SchwabFundUSSmCo FNDA 1.2 46.37 +0.50 .0511 VangdSC Val VBR 1.6 151.65 +0.89 .8762 XtrkrsMSCIEM DBEM 1.6 29.81 +1.00 .3725 iShUSBrokerDealers IAI 1.5 84.40 –1.72 .222 PIMCO0-5YrHiYdCorp HYS 4.5 98.34 +0.22 .41 RoboGlbHlthTch HTEC ... 48.28 +1.43 ... SchwabIntmUSTrsr SCHR 1.6 57.93 +0.05 .0471 VangdCommSvcs VOX .7 123.54 +5.82 .2219 XtrkrsMSCIEurope DBEU 2.4 30.86 +0.11 .3359 iShUSTechBreak TECB .7 36.25 +1.25 .0691 PPTYUSDivrsRealEst PPTY 3.4 29.34 +0.18 .2439 RoboGlblRobotics ROBO .2 67.37 +2.09 .1192 SchwabIntEquity SCHF 2.0 37.16 +0.32 .5097 VangdDivApp VIG 1.6 140.97 +0.22 .6644 XtrkrsMSCIEurozone DBEZ 1.9 33.75 +0.19 .372 iShUSTech IYW .5 88.63 +4.34 .0778 PacerAmEnIndepend USAI 7.1 19.63 –0.71 .12 RPAR RiskParity RPAR .8 24.03 +0.22 .0756 SchwabIntlSC SCHC 1.6 38.49 +0.55 .6089 VangdEnergy VDE 4.3 58.01 –1.03 .6029 XtrkrsMSCIGermany DBGR 2.8 29.66 +0.45 .4734 iShVirtualWork IWFH .3 32.39 +1.71 .0538 PacerData&Infr SRVR 1.6 36.20 +0.89 .1385 RayliantQuanCn RAYC ... 27.90 +0.81 ... SchwabLTUSTrea SCHQ 1.6 52.81 –0.02 .0625 VangdExDurTreas EDV 2.1 144.75 –0.27 6.1046 XtrkrsMSCIJapan DBJP 2.4 47.30 +0.34 .01 iShYdOptimizedBd BYLD 3.2 25.64 +0.03 .0977 PacerIndRealEst INDS 1.7 36.85 +0.79 .2547 RealEstSectorSPDR XLRE 3.1 36.82 +0.48 .4663 Schwab1-5YCpBd SCHJ 1.7 51.33 +0.01 .4777 VangdAWxUSSC VSS 1.8 125.02 +1.90 1.9669 XtrkMSCIKokusai KOKU .5 73.48 +1.18 .3715 iSh0-5YHYCorpBd SHYG 5.1 45.52 +0.13 .1879 PacerCFRAStovall SZNE 1.3 32.92 +0.21 .1007 RenaissanceIPO IPO .1 70.83 +2.56 .0657 Schwab1000Index SCHK 1.5 38.42 +0.74 .1473 VangdFTSEDevMk VEA 2.0 48.70 +0.48 .4147 XtrkUSAESGLdrs USSG 1.4 34.89 +0.52 .1553 iSh0-3MTreaBd SGOV .1 100.02 ... .0062 PacerFTSECnA50 AFTY 1.4 24.38 +0.32 .3398 RenaissanceIntlIPO IPOS .4 39.26 +2.27 .2031 SchwabSrtTRmUSTrsr SCHO 1.3 51.40 +0.02 .0293 VangdFTSE EM VWO 1.8 54.00 +1.50 .3009 XtrkrsMuniInfra RVNU 2.4 29.26 +0.07 .0374 JPM AlerianMLP AMJ 10.0 15.10 –0.81 .3354 PaceriPathGold GBUG ... 30.38 +0.45 ... RivFrDynCoreIncm RFCI 1.9 25.94 –0.05 .0378 SchwabUS AggrBd SCHZ 2.4 55.62 +0.02 .1059 VangdFTSE Europe VGK 2.1 61.97 +0.72 .3779 XtrkrsRussell1000 DEUS 1.6 39.74 +0.27 .212 JanusHendersonAAA JAAA 1.5 50.45 +0.05 .0658 PacerLuntLCAlt ALTL 1.4 34.01 –0.23 .1502 RivFrDynUSDiv RFDA 1.5 38.88 +0.44 .0775 SchwabUS BrdMkt SCHB 1.6 93.94 +1.78 .3646 VangdFTSE Pac VPL 1.7 82.36 +0.78 .8822 XtrkRuss1000USQu QARP 1.6 34.85 +0.59 .1718 JanusHendMtg JMBS 2.7 53.56 +0.02 .1148 PacerLuntLCMultAlt PALC 1.4 31.91 –0.21 .176 RivFrDynUSFlex RFFC 1.4 40.51 +0.86 .0464 SchwabUS Div SCHD 3.1 65.72 –0.15 .6015 VangdFinls VFH 2.1 75.30 –1.19 .4781 XtrkS&P500ESG SNPE 1.4 33.65 +0.77 .1416 JanusHenShrtDur VNLA 1.2 50.46 ... .0478 PacerLuntMCMult PAMC .6 34.88 +1.13 .0792 RivFrDynUnconInc RFUN 4.2 25.68 –0.10 .0953 SchwabUS LC SCHX 1.6 93.41 +1.77 .3689 VangdFTSEAWxUS VEU 1.9 61.00 +0.87 .4518 XtrkrsShDurHYBd SHYL 6.1 47.66 +0.12 .3438 HancockConsDisc JHMC .5 48.44 +0.61 .1012 PacerMilitEmp VETS 1.4 35.06 +0.27 .1153 RivFrStratIncm RIGS 3.4 24.71 –0.09 .0575 SchwabUS LC Grw SCHG .5 132.23 +5.69 .1689 VangdGrowth VUG .6 259.84 +9.73 .4606 XtrkrsUSDHYCorpBd HYLB 5.2 50.12 +0.13 .2014 M26 BARRON’S January 25, 2021 Conference Call Calendar

CONFERENCE CALL CALENDAR

Skyworks Solutions January 28 4:30PM Q1 Earnings - Related SL Green Realty January 28 2:00PM Q4 Company Date Time Earnings-Related Period Southwest Airlines January 28 12:30PM Q4 3M January 26 9:00AM Q4 Stanley Black & Decker January 28 8:00AM Q4 A. O. Smith January 28 10:00AM Q4 Starbucks January 26 5:00PM Q1 Abbott Laboratories January 27 9:00AM Q4 Synchrony Financial January 29 8:30AM Q4 ABIOMED January 28 8:00AM Q3 TE Connectivity January 27 8:30AM Q1 Advanced Micro Devices January 26 5:00PM Q4 Teledyne Technologies January 27 11:00AM Q4 Alaska Air Group January 26 11:30AM Q4 Teradyne January 28 8:30AM Q4 Altria Group January 28 9:00AM Q4 Texas Instruments January 26 4:30PM Q4 American Airlines Group January 28 8:30AM Q4 Textron January 27 8:00AM Q4 American Express January 26 8:30AM Q4 United Rentals January 28 11:00AM Q4 Ameriprise Financial January 28 9:00AM Q4 Valero Energy January 28 10:00AM Q4 Amphenol January 27 1:00PM Q4 VF January 27 8:30AM Q3 Anthem January 27 8:30AM Q4 Visa January 28 5:00PM Q1 Apple January 27 5:00PM Q1 W. R. Berkley January 26 5:00PM Q4 Archer-Daniels-Midland January 26 9:00AM Q4 Western Digital January 28 4:30PM Q2 Arthur J Gallagher January 28 5:15PM Q4 Westrock January 28 8:30AM Q1 AT&T January 27 8:30AM Q4 Xcel Energy January 28 10:00AM Q4 Automatic Data Processing January 27 8:30AM Q2 Xerox Holdings January 26 8:00AM Q4 Boeing January 27 10:30AM Q4 Source: CCBN, www.ccbn.com Boston Properties January 27 10:00AM Q4 Capital One Financial January 26 5:00PM Q4 Caterpillar January 29 8:30AM Q4 QUARTERLY EARNINGS: DOW JONES INDUSTRIAL AVERAGE Celanese January 29 10:00AM Q4 CH Robinson Worldwide January 27 8:30AM Q4 This table lists the latest reported diluted quarterly earnings of the Dow Jones Averages component Charter Communications January 29 8:30AM Q4 stocks based upon generally accepted accounting principles. Earnings include discontinued and Chevron January 29 11:00AM Q4 nonrecurring items but exclude extraordinary items and accounting changes as reported by the company Church & Dwight January 29 10:00AM Q4 and adjusted by the Dow Divisor in effect at quarter end. Comcast January 28 8:30AM Q4 2020 2020 2020 2019 2019 Corning January 27 8:30AM Q4 Company (Symbol) Sep. June Mar. Dec. Sep. Crown Castle International January 28 10:30AM Q4 Am Exp (AXP) ...... 1.30 .29 .41 2.03 2.08 D.R. Horton January 26 8:30AM Q1 Danaher January 28 8:00AM Q4 Apple Inc (AAPL) ...... 73 2.58 2.55 4.99 3.03 Dover January 28 10:00AM Q4 Boeing (BA) ...... – .79 – 4.20 – 1.11 – 1.79 2.05 Dow January 28 8:00AM Q4 Caterpillar (CAT) ...... 1.22 .84 1.98 1.97 2.66 Duke Realty January 28 3:00PM Q4 Eastman Chemical January 29 8:00AM Q4 Chevron Corp (CVX)...... – .12 – 4.44 1.93 – 3.51 1.36 Edwards Lifesciences January 27 5:00PM Q4 Cisco Systems (CSCO)...... 51 .62 .65 .68 .68 Eli Lilly January 29 9:00AM Q4 Coca-Cola (KO)...... 40 .41 .64 .47 .60 F5 Networks January 26 4:30PM Q1 Disney, Walt (DIS) ...... – .39 – 2.61 Facebook January 27 5:00PM Q4 .25 1.16 .58 Freeport-McMoRan January 26 10:00AM Q4 Dow (DOW) ...... – .04 – .31 .32 – 3.14 .45 General Dynamics January 27 9:00AM Q4 Salesforce.com (CRM) ..... 1.15 2.85 – .14 1.33 .75 General Electric January 26 8:00AM Q4 Goldman Sachs (GS) ...... 9.68 r.53 3.11 4.69 4.79 Hess January 27 10:00AM Q4 Hologic January 27 4:30PM Q1 Home Depot (HD) ...... 3.18 4.02 2.08 2.28 2.53 Honeywell International January 29 8:30AM Q4 IBM (IBM)...... 1.89 1.52 1.32 4.11 2.23 Invesco January 26 9:00AM Q4 Intel (INTC)...... 1.02 1.19 1.31 1.58 1.35 Johnson Controls International January 29 7:30AM Q1 Juniper Networks January 28 5:00PM Q4 JohnsonJ (JNJ) ...... 1.33 1.36 2.17 1.50 1.81 Kimberly-Clark January 25 10:00AM Q4 JPMorgCh (JPM)...... 2.92 1.38 .78 2.57 2.68 Lam Research January 27 5:00PM Q2 McDonalds (MCD)...... 2.35 .65 1.47 2.08 2.11 Las Vegas Sands January 27 4:30PM Q4 Merck (MRK)...... 1.16 1.18 Lockheed Martin January 26 11:00AM Q4 1.26 .92 .74 Marketaxess Holdings January 27 10:00AM Q4 Microsoft (MSFT) ...... 1.82 1.46 1.40 1.51 1.38 Marsh & McLennan Companies January 28 8:30AM Q4 Nike Inc (NKE) ...... 78 .95 – .51 .53 .70 Mastercard January 28 9:00AM Q4 Amgen (AMGN) ...... 3.43 3.07 .61 – .06 1.36 McCormick & Company January 28 8:00AM Q4 Mcdonald's January 28 8:30AM Q4 Proc Gamble (PG)...... 1.63 1.07 1.12 1.41 1.36 Microsoft January 26 5:30PM Q2 3M Co. (MMM) ...... 2.43 2.22 2.22 1.66 2.72 Mondelez International January 28 5:00PM Q4 Travelers Co (TRV)...... 3.23 – .16 2.33 3.35 1.50 MSCI January 28 11:00AM Q4 Nasdaq January 27 8:00AM Q4 UnitedHealth Grp (UNH).... 3.30 6.91 3.52 3.68 3.67 Nextera Energy January 26 9:00AM Q4 Honeywell (HON)...... 1.07 1.53 – .10 1.32 1.33 Norfolk Southern January 27 8:45AM Q4 Verizon (VZ) ...... 1.05 1.13 1.00 1.23 1.25 Northrop Grumman January 28 9:00AM Q4 Visa (V)...... 97 1.07 Nucor January 28 2:00PM Q4 1.38 1.46 1.34 Paccar January 26 12:00PM Q4 Walgreens (WBA) ...... – .36 .43 – 1.95 1.07 .95 Packaging Corp of America January 28 9:30AM Q4 Wal-Mart (WMT) ...... 1.80 2.27 1.40 1.45 1.15 Pentair January 28 9:00AM Q4 Total Earnings...... 48.65 29.28 33.40 42.53 51.19 Principal Financial Group January 29 10:00AM Q4 Prologis January 26 12:00PM Q4 DJIA Divisor ...... 0.15198707565833 0.14579812049809 0.14744568353097 0.14744568353097 0.14744568353097 Pultegroup January 28 8:30AM Q4 DJIA Average...... 27781.70 25812.88 21917.16 28538.44 26916.83 Raytheon Technologies January 26 8:30AM Q4 DJIA Qtr. Earn...... 320.09 200.83 226.52 288.45 347.18 Resmed January 28 4:30PM Q2 Rockwell Automation January 26 8:30AM Q1 DJIA 4-Qtr Earn...... 1035.89 1062.98 1153.85 1289.68 1361.89 ServiceNow January 27 5:00PM Q4 DJIA P/E Ratio ...... 26.8 24.3 19.0 22.1 19.8 January 25, 2021 BARRON’S M27

Complete FOREIGN EXCHANGE LIST: Page M38 Foreign Markets Key Cross Rates $1=€0.8214, ¥103.76, £0.7307

Europe GLOBAL STOCK MARKETS Asia

Siege: The U.K. plans a long lockdown. The EU In Local Currencies In U.S. Dollars1 New Year: A Covid upsurge led China to restrict discouraged travel, but left borders open. Week's Week's travel and discourage holiday gatherings. Index % Chg. 1/22 52-wk Range % Chg. 1/22 52-wk Range S&P Europe BMI 0.26% The World 1.4 2061.1 2067.4– 1251.5 1.5 2755.7 2765.6– 1602.1 S&P Pan Asia BMI 1.95% E.A.F.E.2 0.2 1206.8 1219.1– 842.4 0.7 2200.0 2215.1– 1354.3 Netherlands 3.02 Australia 1.0 1336.6 1434.7– 910.3 1.3 921.6 930.5– 467.9 China 5.90 Austria 1.8 533.2 553.7– 273.9 2.4 1226.3 1233.7– 560.7 Sweden 1.76 Belgium 0 930.7 1121.4– 644.9 0.7 1404.2 1525.7– 867.7 Taiwan 3.00 Canada –0.6 2230.1 2271.5– 1430.3 –0.3 1896.1 1928.1– 1063.8 Germany 1.54 Denmark 1.6 12549.9 12588.6– 7757.5 2.3 15402.6 15560.8– 8380.3 New Zealand 2.59 Finland 1.3 790.9 796.9– 492.2 2.0 638.6 643.1– 353.7 Finland 1.52 France –0.9 2023.2 2210.8– 1356.1 –0.3 2081.6 2146.3– 1241.8 Hong Kong 2.04 Germany 1.3 1031.2 1048.0– 639.1 1.9 2348.1 2373.4– 1295.2 Denmark 1.49 Greece –3.4 37.5 62.1– 29.7 –2.8 16.9 25.4– 11.9 South Korea 1.53 Hong Kong 1.0 17878.9 18334.3– 12302.7 1.0 12806.5 13134.0– 8808.8 Norway 0.72 Ireland –1.6 261.5 276.9– 152.4 –0.9 242.8 258.9– 125.9 Australia 1.40 Italy –1.5 707.6 835.4– 490.8 –0.8 278.0 291.1– 175.6 Switzerland 0.47 Japan 0.1 1139.9 1148.2– 754.2 0.2 3959.9 3987.7– 2503.2 Singapore 0.87 Netherlands 2.9 2306.8 2323.1– 1339.8 3.6 4597.8 4622.1– 2386.2 -0.55 U.K. New Zealand 4.0 201.9 206.0– 150.5 4.6 220.1 226.8– 129.5 Japan 0.15 Norway 0.4 2851.3 3037.1– 2130.0 1.1 2396.2 2437.7– 1377.6 3 -0.69 Belgium Portugal –1.2 102.7 113.1– 74.0 –0.6 81.9 86.4– 51.9 -0.33 Indonesia Singapore –0.7 1582.8 1743.9– 1178.7 –0.5 3667.4 3970.2– 2483.6 -0.88 France Spain –2.3 790.9 974.0– 589.8 –1.7 405.0 442.2– 275.0 -0.47 India Sweden 1.6 15981.9 16002.8– 10157.6 2.6 9966.3 9985.4– 5094.4 -1.37 Italy Switzerland 0.4 1444.0 1511.4– 1105.4 1.0 7004.7 7004.7– 4831.4 -1.00 Thailand U.K. –0.7 1877.1 2169.9– 1428.2 0 1069.4 1181.6– 683.9 -1.88 Greece U.S.A. 2.0 3757.6 3767.9– 2128.1 2.0 3757.6 3767.9– 2128.1 -1.13 Malaysia Base Jan. 1, 1970=1001Adjusted for foreign exchange fluctuations relative to the U.S. $. -2.18 Spain 2Europe, Australasia, Far East Index.3Base: Jan. 1, 1988=100. -2.70 Philippines Source: Morgan Stanley Capital International Perspective, Geneva. Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices Indexes based on S&P Global Broad Market Indices Source: S&P DJ Indices

KEY FOREIGN STOCK MARKET INDEXES S&P Global Broad Market Indices

S&P Global S&P Global SP Global Point Most Recent Week’s Year-to-Date Most Recent Week’s Year-to-Date Indexes, Indexes, Indexes, Chg. % Chg. Close %Chg. Chg. % Chg. Close %Chg. Chg. % Chg. Region/ Local Curr. Wkly U.S. $ Wkly U.S. $ on From From Country 01/22/21 % Chg. 01/22/21 % Chg. 12/31/20 12/31/20 12/31/20 Amsterdam AEX 660.53 +1.35 +35.92 +5.75 Mexico City IPC 44683 –2.63 +616.67 +1.40 Americas 425.49 1.70 413.23 12.27 2.97 Brazil 1186.50 — 2.14 245.83 — 5.20 260.65 — 14.82 — 5.68 Athens General 778.98 –1.41 –30.01 –3.71 Milan FTSE All Share 24408 +0.05 +205.87 +0.85 Canada 549.93 — 0.35 549.61 — 0.02 535.57 14.04 2.62 Chile 312.65 — 1.84 188.62 — 0.65 179.61 9.01 5.02 Bangkok SET 1497.88 –1.40 +48.53 +3.35 Moscow RTS 1418.29 –3.80 +30.83 +2.22 Mexico 747.48 — 2.54 301.91 — 3.47 299.89 2.02 0.67 U.S. 40458.32 1.92 40458.32 1.92 39219.62 1238.71 3.16 Bombay Sensex 48878 –0.32 +1127.21 +2.36 Oslo Composite 1080.38 +0.72 +32.79 +3.13 Latin America 249.16 — 4.35 258.38 — 9.23 — 3.57 Europe 435.92 0.92 427.18 8.74 2.05 5559.57 –0.93 +8.16 +0.15 Brussels Bel-20 3743.25 +0.74 +121.97 +3.37 Paris CAC Austria 303.17 2.05 306.31 2.73 283.22 23.08 8.15 Belgium 342.92 — 0.69 346.47 — 0.03 341.04 5.43 1.59 Santiago Selective 3065.29 –1.99 +207.68 +7.27 Buenos Aires Merval 48470 –4.02 –2755.58 –5.38 Denmark 2452.28 1.49 2511.60 2.15 2493.20 18.40 0.74 Finland 1607.93 1.52 1624.58 2.19 1570.81 53.77 3.42 Sao Paulo Bovespa 117380 –2.47 –1636.75 –1.38 Copenhagen OMX 20 1482.27 +1.54 +17.10 +1.17 France 415.40 — 0.88 419.70 — 0.23 420.20 — 0.50 — 0.12 Germany 507.45 1.54 512.71 2.22 503.68 9.03 1.79 Seoul Composite 3140.63 +1.77 +267.16 +9.30 Dublin ISEQ 7476.18 –0.63 +99.85 +1.35 Greece 17.95 — 1.88 19.86 — 1.23 20.52 — 0.66 — 3.24 Ireland 736.66 — 1.33 744.28 — 0.68 734.58 9.71 1.32 Shanghai Composite 3606.75 +1.13 +133.68 +3.85 Italy 218.34 — 1.37 220.60 — 0.72 223.18 — 2.58 — 1.16 EURO STOXX SXXE 404.17 +0.09 +6.61 +1.66 Netherlands 836.74 3.02 845.40 3.71 792.39 53.01 6.69 Shenzhen B Share Idx 1096.77 +1.48 +10.05 +0.92 Norway 649.22 0.72 534.51 1.38 515.56 18.95 3.68 EURO STOXX 50 3602.41 +0.08 +49.77 +1.40 SXSE Portugal 67.11 — 0.32 74.21 0.34 72.32 1.89 2.61 Singapore FTSE STI 2991.53 –0.44 +147.73 +5.19 Russia 2426.20 — 2.59 257.28 — 3.97 253.04 4.24 1.67 Frankfurt DAX 13873 +0.63 +155.19 +1.13 Spain 363.32 — 2.18 367.08 — 1.53 369.58 — 2.50 — 0.68 Stockholm OMXS 803.20 +1.65 +34.82 +4.53 Sweden 1579.50 1.76 1342.00 2.78 1292.17 49.83 3.86 Helsinki OMHX 11337 +1.73 +464.97 +4.28 Switzerland 640.67 0.47 1055.60 1.02 1038.06 17.54 1.69 STOXX Europe 50 SXSP 3188.77 +0.10 +80.47 +2.59 United Kingdom 270.09 — 0.55 244.54 0.11 237.05 7.48 3.16 Hong Kong Hang Seng 29447 +3.06 +2216.72 +8.14 South Africa 939.75 1.49 304.27 2.53 294.27 10.00 3.40 STOXX Europe 600 SXXP 408.54 +0.17 +9.51 +2.38 Pacific Region 296.19 1.98 279.81 16.38 5.85 Istanbul IMKB 1542.45 +1.18 +65.73 +4.45 Australia 491.87 1.40 551.35 1.65 532.40 18.96 3.56 Sydney S&P/ASX 200 6800.40 +1.27 +213.30 +3.24 China 687.33 5.90 843.21 5.88 755.42 87.79 11.62 Jakarta Composite 6307.13 –1.04 +328.06 +5.49 Hong Kong 535.38 2.04 535.38 2.06 501.50 33.88 6.76 Taipel Weighted 16019 +2.58 +1286.50 +8.73 India 1388.83 — 0.47 747.61 — 0.34 722.88 24.72 3.42 Johannesburg All Share 63987 +0.69 +4579.24 +7.71 Japan 145.81 0.15 175.40 0.22 171.41 3.99 2.33 Tel Aviv 125 Index 1662.61 +0.83 +94.52 +6.03 Malaysia 247.03 — 1.13 159.93 — 1.29 163.45 — 3.53 — 2.16 1596.74 –1.86 –30.47 –1.87 New Zealand 447.07 2.59 625.12 3.20 620.97 4.15 0.67 Kuala Lumpur Composite 28631 +0.39 +1187.28 +4.33 Tokyo Nikkei-225 Philippines 360.61 — 2.70 299.21 — 2.75 303.05 — 3.84 — 1.27 Singapore 208.59 0.87 254.83 1.01 236.37 18.46 7.81 LISBON PSI 3959.85 +1.27 +160.15 +4.21 17845 –0.35 +412.55 +2.37 Toronto S&P/TSX South Korea 1225.64 1.53 1883.16 1.19 1762.81 120.34 6.83 Taiwan 160.68 3.00 187.47 3.00 170.46 17.01 9.98 London FTSE - 100 6695.07 –0.60 +234.55 +3.63 3002.26 +1.84 +221.82 +7.98 Vienna ATX Thailand 333.10 — 1.00 533.85 — 0.85 514.57 19.28 3.75 Euro Zone 160.94 0.92 158.66 2.28 1.43 Madrid IBEX 35 8036.40 –2.36 –37.30 –0.46 Wellington S&P/NZX 50 13333 +2.37 +241.79 +1.85 Europe Developed (ex U.K.) 584.28 1.18 574.46 9.83 1.71 Europe (Nordic) 1325.68 2.37 1288.10 37.57 2.92 Manila 7045.83 –2.66 –93.88 –1.31 10930 +0.49 +227.30 +2.12 Composite Zurich Swiss Pacific (ex. Japan) 420.22 2.89 390.05 30.17 7.73 World (ex US) 243.97 1.23 234.84 9.12 3.89 330.75 1.60 319.69 11.06 3.46 Indexes are based on local currencies. Because of various holidays and other market closings, the most recent close is not necessarily S&P Global Broad Market Indices that of the week of publication. GLOBAL DOW 3598.63 — 0.04 3488.15 110.48 3.17 s2021 S&P Dow Jones Indices. All Rights Reserved. M28 BARRON’S January 25, 2021

Mutual Funds Data provided by

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. CASH TRACK NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. EqInc 9.06 -0.04 0.3 16.6 AllCapValueA 13.20 NA NA NA SelLgCpGr t 16.50 0.30 -0.1 79.5 A Growth 49.22 2.05 3.4 73.6 AppreciationA 29.19 NA NA NA SmCpVal II p 19.07 0.28 11.1 17.2 IntTF 11.90 0.01 0.4 14.1 Strong Bond: As cash left equity funds, the last month’s average weekly outflow rose to AppreciationI 28.96 NA NA NA Columbia Funds: AAM: MdCapVal 17.53 -0.04 2.9 13.1 AppreciationIS 29.06 NA NA NA UltShortBd Inst3 9.06 0.00 0.1 6.9 B&GIncGroClI 21.01 0.10 1.2 27.2 OneChoice2030 13.59 0.11 1.6 24.8 $7.4 billion. Taxable-bond funds averaged a $17 billion intake, and muni-bond funds DividendStrat1 n 26.94 NA NA NA Commerce Funds: AB Funds: OneChoice2035 17.17 0.15 1.8 26.6 DividendStratA 26.92 NA NA NA Bond n 21.07 0.01 -0.4 16.5 AlBeGblBndFdClZ p 8.64 -0.01 -0.5 13.4 OneChoiceRet 13.66 0.09 1.2 22.1 gained $3.2 billion. Outflows dropped money-market cash gains to $2.4 billion. DividendStratI 27.75 NA NA NA Community Capital Tr: AllMktRtrn1 8.65 0.03 3.0 1.4 SDIPB 10.81 0.04 0.7 11.3 Equity Funds Municipal Bond Funds LargeCapGrowthA 60.94 NA NA NA CRAQualInvFd 10.83 0.00 -0.2 10.5 CapFdInc.LCapGow 83.22 2.19 0.8 73.3 SmCapVal 9.49 0.12 8.8 26.3 LargeCapGrowthC 46.26 NA NA NA Credit Suisse Common: DiscovValFd 21.55 0.09 6.7 7.4 Ultra 81.34 2.93 2.5 93.7 7100 3350 LargeCapGrowthI 68.74 NA NA NA ComdtyRet r 4.70 NA NA NA IntDurInstl 15.77 0.00 -0.6 17.2 American Century Ins: LargeCapValueI 33.74 NA NA NA Cullen Funds: IntlStraEquPtZ 13.40 0.25 5.0 5.2 CAIntTf 12.28 0.01 0.1 12.3 MidCapA 39.00 NA NA NA HiDivEqI r 15.26 0.00 3.6 9.5 MuniIncmShares 12.56 0.04 1.6 21.9 American Century Inv: 2500 2650 SmallCapGrowthA 50.39 NA NA NA SmCapGrwPortZCl 94.26 3.13 11.7 120.5 Balanced n 20.64 0.22 1.9 27.1 SmallCapGrowthI 55.27 NA NA NA D AB Funds - A: CaHYMu n 11.13 0.02 0.5 15.7 -2100 1950 SmallCapGrowthIS 56.20 NA NA NA BalWlthStrA p 16.37 0.13 1.4 14.4 CAIntTF n 12.28 0.01 0.2 11.6 Clipper: Davenport: GlobalBondA p 8.64 -0.02 -0.5 12.2 DiscCoreVal n 38.39 0.12 3.0 25.4 ClipperFd n 136.04 1.05 3.3 20.8 Davenport Core n 30.62 0.53 1.0 35.4 GrowthA p 104.30 2.49 1.5 75.1 DivBnd n 11.26 0.00 -0.5 15.8 -6700 1250 Cohen & Steers: EqOpp n 23.66 0.06 2.1 52.0 HighIncomeA p 8.04 0.02 0.5 9.7 EmgMkt nr 16.17 0.47 9.1 26.1 GlbRltyI 54.40 0.56 0.1 16.7 Val&Incm n 17.43 0.00 1.1 10.5 LgCpGrA p 75.26 1.98 0.8 71.6 EqGro n 32.91 0.56 3.5 33.5 InstlRlty 43.67 0.67 0.8 30.0 Davis Funds A: MuCA A p 11.53 0.02 0.4 13.0 EqInc n 9.05 -0.04 0.3 15.9 IntlRltyI r 11.90 0.08 -0.9 12.6 NYVen A 32.68 0.21 4.8 24.6 NtlMuA p 10.74 0.02 0.5 13.4 -11300 550 FocusDynamGrowth n 55.65 1.55 3.7 131.9 Nov Dec Jan Nov Dec Jan PrefSecIncmA 14.38 0.03 0.0 18.9 Davis FundsC&Y: RelatValA p 5.95 0.03 4.0 17.6 GinnieMae n 10.68 0.00 -0.1 11.4 PrefSecIncmC 14.28 0.03 -0.1 16.5 NYVenY 33.65 0.21 4.8 25.5 SmCpGroA p 83.04 2.75 11.7 118.2 GlGold nr 12.95 0.25 -1.0 46.7 PrefSecIncnI 14.42 0.04 0.1 20.0 Del Invest Instl: SmMdCpGrA p 15.19 0.37 8.5 94.5 Grwth n 48.09 2.00 3.4 72.6 Money Market Funds Taxable Bond Funds RltyIncA p 15.43 0.19 0.6 28.2 CorpBdI 6.48 -0.01 -1.2 24.6 SustGlblThemGrA p 166.65 3.44 4.6 62.6 Heritage n 27.06 0.42 4.6 79.7 10500 17500 RltyIncI 16.40 0.20 0.6 29.2 USGrw 30.64 0.62 0.2 65.8 AB Funds - ADV: InfAdjBd n 12.68 0.06 0.2 17.1 RltyShs n 61.53 0.95 0.8 29.2 Value 22.11 -0.16 1.5 11.8 ConGroAdv 51.22 0.72 0.8 63.1 Intl Gr n 15.61 0.29 2.0 30.3 Colorado BondShares: Delaware Invest A: GlbBd 8.64 -0.01 -0.5 13.2 IntlOppt n 13.99 0.43 3.7 27.7 ColoradoBdShs 9.35 NA NA NA Diver Inc p 9.40 0.00 -0.5 19.3 HiIncmAdv 8.05 0.02 0.5 10.5 IntTF n 11.90 0.02 0.4 13.6 3000 13500 Columbia Class A: GroInA p 13.26 -0.09 1.5 8.2 IntlSmCapPtADV 12.27 0.14 2.3 3.6 FocLgCapVal n 11.16 -0.03 1.3 15.5 AcornA t 13.59 0.33 7.1 53.8 IntlStraEquPtADV 13.38 0.25 5.0 5.2 OppA p 29.75 -0.02 4.3 8.3 MdCapVal n 17.51 -0.04 2.9 12.3 AMTTEBd 16.98 0.03 0.5 15.5 SmCpValA p 64.22 0.05 7.5 6.4 IntlStrgCore 12.78 0.07 0.8 10.2 OneChAgg n 17.60 0.22 2.7 31.6 BalancedA t 49.25 0.50 1.2 32.5 LgCpGrAdv 83.43 2.20 0.8 72.9 SMIDCapGrA p 46.76 0.85 5.7 154.6 OneChCon n 14.90 0.11 1.2 22.8 -4500 9500 BldrAggrsv 13.93 0.20 2.8 25.1 TotRtA p 16.03 0.03 1.4 10.6 NationalPtf 10.74 0.02 0.5 14.2 OneChMod n 17.03 0.19 2.2 27.9 BldrMod p 12.15 0.10 1.5 21.8 SelectUSLgShrt 14.01 0.11 1.2 23.7 TxIntA p 12.52 0.02 0.6 15.1 OneChoice2025 n 15.27 0.11 1.3 22.3 ConSec A 31.98 0.55 6.5 88.7 TxUSA p 12.33 0.03 0.9 18.9 SmCapCorePortADV 14.32 0.26 9.0 24.6 OneChoice2035 n 17.16 0.16 1.8 25.9 ContCoreA p 30.83 0.47 2.0 41.1 SmMdCpGr 16.79 0.41 8.5 95.9 Deutsche DWS: OneChoice2045 n 18.49 0.20 2.3 29.6 -12000 5500 DisplCoreA p 13.38 0.28 3.5 32.9 CapGrth p 111.94 3.59 2.2 77.5 SmMidCpValAdv 22.37 0.10 6.7 7.2 OneChoiceRet n 13.66 0.09 1.2 21.5 Nov Dec Jan Nov Dec Jan DivIncA t 26.31 0.00 2.0 27.9 SustGlbThemAdv 178.86 3.70 4.7 63.9 CapGrth n 113.50 3.65 2.2 78.8 Select n 103.42 4.20 2.4 68.4 DivOpptyA 35.06 -0.18 2.1 15.2 CoreEq n 31.60 0.64 3.1 38.7 TxMgdWlthAppAdv 19.05 0.30 3.4 24.8 SmCapGrowth n 26.17 0.52 6.5 99.8 EqValA 12.86 -0.08 2.3 12.6 WlthApprStr 19.36 0.31 3.4 25.4 The charts above show four-week moving averages of net cash flow in millions of dollars. BARRON'S • Lipper FMI EqDivA 52.73 0.25 3.7 13.0 SmCpVal n 9.39 0.12 8.9 25.6 FocEqA t 23.54 0.79 2.9 75.3 GblIncBldA 10.43 0.08 2.0 17.3 AB Funds - C: Sustain Equity n 39.40 0.76 2.4 44.5 GlobEq 17.73 0.45 1.8 60.6 LgCpGrC t 52.50 1.37 0.7 67.7 GblGrwS n 46.71 1.00 2.4 29.7 Ultra n 77.84 2.80 2.5 92.5 GlobTech 63.55 1.88 7.9 106.4 GNMA S n 13.94 -0.02 0.0 11.2 AB Funds - I: Value n 8.54 -0.05 4.1 13.9 Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. HiYldBd 12.06 -0.01 0.3 17.7 GlbBd 8.63 -0.02 -0.6 13.1 NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. HiIncA 4.84 -0.02 -0.2 17.5 LgCpGroI 82.89 2.17 0.8 72.8 American Century R6: IncmBldr t 13.16 0.04 1.3 22.4 HiYldTx n 12.41 0.04 1.2 14.5 SmCpGroI 93.61 3.09 11.7 119.8 AmCentUltraFdR6 81.68 2.94 2.5 94.6 TSIntlSC I 18.89 0.44 2.2 6.4 GlobalAdvInst 56.54 2.46 8.2 153.4 BalCapFd 26.29 0.33 1.3 32.9 IntlFd 14.42 -0.01 2.2 4.4 LgCpGrowA t 53.60 1.85 3.7 68.6 MgdMuniA p 9.37 0.01 0.3 12.8 Aberdeen Fds: EmgMkt 16.61 0.49 9.2 27.5 TSSmCapGrFd Z 21.25 0.34 2.9 70.3 GrowthInst 111.23 1.98 2.2 75.7 BasicVal 19.65 -0.05 3.7 16.6 IntmBdFd 13.09 0.01 -0.2 12.5 LgCpIdx pn 57.49 1.10 2.3 41.7 MgdMuniS n 9.39 0.02 0.4 13.6 EmMktEqty Inst 22.12 0.69 8.9 34.2 EqInc 9.07 -0.04 0.3 17.1 TSSmCpGrFd N n 20.23 0.32 2.9 69.3 OpptortunityInst 45.00 1.91 6.8 182.7 CAInsMun 12.87 0.03 1.1 10.5 MCMultiStrM 21.60 0.16 3.3 42.7 LgCpVl A 14.97 -0.07 1.7 17.4 S&P500S n 37.89 0.73 2.3 43.0 UltStMuniIncInst 10.04 0.00 0.0 3.7 Growth 49.22 2.05 3.4 74.4 YachtmanFocFd I 19.43 0.05 2.1 43.2 PartnersInst 185.60 3.87 9.8 256.9 CapAppr 41.48 1.80 2.1 77.7 NtlIntmMuni 14.21 0.01 0.2 13.5 LiGoBalA p 13.40 0.16 2.2 23.9 TechA 34.22 1.41 3.6 97.7 USSmCapEq Inst 44.24 0.74 6.5 42.9 MdCapVal 17.53 -0.03 3.0 13.6 YacktFocFd N n 19.50 0.05 2.1 42.4 RealEstateInst 38.04 1.42 5.6 67.6 EmgMkts 34.66 0.98 8.4 41.3 NtlShTMuni 12.98 0.01 0.1 6.2 MdCpIndxA pn 17.47 0.27 6.8 28.2 Diamond Hill Funds: Acadian Emerging Markets: OCP2025 11.37 0.08 1.2 23.5 YacktmanFd I 21.60 -0.02 1.6 36.4 SmallCapInst 40.61 0.92 4.2 76.5 EqtyDivd 20.91 -0.08 3.1 20.6 Boston Trust Walden: MidCapGthA t 28.41 0.73 5.3 70.3 CorpCrI 11.81 0.01 0.3 24.6 AcadnEm Inv n 24.75 0.80 9.6 8.9 OCP2030 12.30 0.10 1.5 25.3 Angel Oak Funds Trst: BerkshireFocus n: FloRateIncPorIns 9.95 0.00 1.0 11.7 BostonBalanced 56.34 0.57 0.1 28.2 SelgComuInfoA 112.92 3.31 8.2 105.9 LgCapA p 30.88 0.03 1.5 24.6 AIG Funds: OCP2035 11.85 0.10 1.7 27.1 AglOkMtiStFdClIn 10.36 NA NA NA BerkshireFocus n 46.30 0.71 5.8 184.4 LgCpFocusGwth 7.42 0.27 0.8 84.0 Braddock Multi Strat: SelMidCpValA 12.02 -0.03 3.8 22.2 LgCapI 31.03 0.03 1.5 25.6 FDivStII t 15.76 -0.05 1.2 -5.1 OCPINRET 10.93 0.07 1.1 22.7 AQR Funds: Bernstein Fds: GlblAlloc 22.17 0.33 2.2 30.0 Income Fund 7.28 0.02 1.5 -19.6 SmCapGthA t 33.52 1.07 12.2 148.9 LgCapY 31.05 0.02 1.5 26.0 Akre Funds: SmCpVal 9.50 0.13 8.9 27.0 DivArbI 12.21 0.18 NA NA Ca Mu n 14.70 0.02 0.3 10.4 GlobLg/ShrtCrIns 10.03 0.02 1.0 10.1 Bridge Builder Trust: SmCpIdxA pn 27.70 0.45 10.1 30.3 LongShortI 26.72 -0.17 0.5 10.8 AkreFocusInst 53.75 0.81 -2.4 59.4 American Century Y: LgCapDefStyle I 26.75 0.27 NA NA DivrMuni n 14.89 0.01 0.4 11.6 HlthScOp 80.90 1.09 3.7 57.9 CoreBond 10.71 0.00 -0.7 21.8 StratIncA 25.26 0.04 0.5 16.9 SmMidCapI 24.06 0.09 4.9 14.3 AkreFocusRtl 52.26 0.78 -2.4 58.1 IntTF 11.89 0.01 0.4 14.3 LgCapDefStyle R 26.72 0.27 NA NA EmMkts n 34.61 0.36 6.4 10.6 HYMuni 10.27 0.04 1.9 19.8 CorePlusBond 10.54 0.01 -0.6 23.0 TaxEA 13.63 0.02 0.4 12.9 Dimensional Fds: Alger Funds A: American Funds Cl A: LgCapMomStyle I 24.55 0.74 NA NA IntmDur n 13.73 0.00 -0.7 16.6 iShMSCIIntldx 15.05 0.15 2.5 10.2 Intl Eq 13.96 0.22 4.5 19.7 TechA p 61.01 2.33 4.3 101.3 2TGlFxd 9.95 0.00 0.1 6.0 CapApr 33.86 1.19 2.8 78.5 2010TarRetA p 11.86 0.04 0.9 18.8 LgCpMultiStyle R 18.86 0.43 NA NA NY Mun n 14.34 0.03 0.5 10.1 MdCpGrEq 44.53 0.75 1.1 92.5 LargeCapGrowth 20.91 0.47 1.7 70.9 TotReBdA t 38.30 0.04 0.0 23.1 5GlbFxdInc 10.90 0.00 0.1 8.0 SpectraN 30.38 1.13 3.1 80.2 2015TarRetA p 12.62 0.05 1.0 20.3 MgdFutStrI 7.93 0.02 NA NA BlackRock Funds: MultiAstIncome 11.27 0.05 1.0 16.2 LargeCapValue 14.95 -0.07 1.6 24.1 Columbia Class Adv: CAIntrTrmMuniBd 10.88 0.00 -0.1 8.1 Alger Funds I: 2020TarRetA p 13.91 0.07 1.2 21.8 Aquila Funds: CoreBd A 10.06 -0.01 -0.7 17.4 NatlMuni 11.41 0.03 0.5 13.6 MunicipalBond 10.77 0.02 0.3 14.0 ContCore p 31.77 0.49 2.0 42.1 CASTMuniBd 10.30 0.00 0.1 3.4 CapAppr I-2 102.83 3.73 2.9 81.0 2025TarRetA p 15.62 0.12 1.5 25.6 HI TF A 11.59 0.01 0.0 9.0 CoreBd Inst 10.05 0.00 -0.7 18.4 NYMUNIOPP 11.34 0.03 1.2 9.5 S/MCapGrowth 17.82 0.28 4.5 69.0 DivIncom 26.81 0.01 2.1 28.9 Cont 31.00 0.49 2.9 11.7 Alger Funds Inst: 2030TarRetA p 17.10 0.16 1.8 28.1 ArbitrageI : CoreBd K 10.08 0.00 -0.7 18.6 ScTechOppInst 69.98 3.30 7.4 170.8 S/MCapValue 13.46 0.00 5.2 15.7 Columbia Class C: DFARlEst 37.74 0.41 0.6 23.4 CapApprI 42.92 1.52 2.8 78.3 2035TarRetA p 18.28 0.23 2.4 32.7 ArbitrageI 13.44 0.05 1.7 13.7 CreStraInc Inst 10.61 0.01 0.4 17.8 StratIncOpptyIns 10.39 0.01 0.3 13.8 Brown Advisory Funds: Balanced 49.10 0.49 1.1 29.6 EmgMkt 34.91 0.73 6.9 14.2 Allianz Fds Admin: 2040TarRetA p 19.08 0.27 2.7 34.9 Ariel Investments: HiYBlk 7.80 0.00 0.3 18.2 StratMuniOppI 11.69 0.03 1.3 9.7 GrowEqInv n 32.49 0.48 -0.6 79.8 ContCore p 27.29 0.41 1.9 37.9 EmgMktSoCoEq 16.68 0.30 6.2 12.4 RCMTechI 100.35 3.57 5.9 122.3 2045TarRetA p 19.53 0.29 2.8 35.5 ApprecInv pn 45.99 0.29 6.2 14.1 HiYInvA 7.79 0.00 0.2 16.7 TotRet 12.16 0.00 -0.4 18.7 GrwthEquityInst 33.01 0.49 -0.6 80.6 DivInc t 25.44 0.00 2.0 25.0 EmgMktVa 29.98 0.23 4.6 -3.7 Allianz Funds A: 2050TarRetA p 19.25 0.29 2.8 36.1 Ariel Inv pn 72.03 0.93 6.6 17.8 HiYldBd Inst 7.79 0.00 0.3 17.8 WorldInc 6.38 0.02 0.1 15.2 SmCapGrInv n 30.33 0.81 5.0 67.9 Columbia Class I: EmMktCorEq 25.73 0.45 6.0 11.6 RCMGrowthA 72.36 2.46 2.9 79.4 AmcpA p 40.20 0.94 2.8 44.8 Artisan Funds: InflProtBdInst 11.97 0.07 0.5 20.2 BMO Funds: BrownSmCoInv n: Acorn I n 17.78 0.43 7.1 54.9 EmMktSmCp 23.83 0.29 2.9 4.8 RCMTech t 80.89 2.87 5.8 119.9 AMutlA p 45.35 -0.01 1.7 21.4 GblOppInst 37.78 0.93 3.0 65.3 LDurBlk 9.77 0.00 0.2 9.9 CorePlBdI 12.44 0.00 -0.5 17.4 BrownSmCoInv n 141.02 4.91 5.8 85.6 AcornIntl I n 35.78 0.93 3.8 23.0 Fixd 10.30 0.00 0.0 5.0 AllianzGI: BalA p 30.63 0.25 1.4 26.2 GblOppInv n 37.09 0.91 3.0 64.2 LowDurBdA 9.77 0.00 0.1 8.8 IntrTaxFree I 11.64 0.01 0.5 12.8 Buffalo Funds: AltBeta I 30.00 0.15 0.9 -20.7 GblAll60 40Inst 20.88 0.19 2.4 22.4 MidCpValA 31.18 0.19 1.6 6.2 BondA p 13.70 0.00 -0.6 19.8 Intl Inv n 35.61 0.54 2.9 19.0 LowDurI Inst 9.77 0.00 0.1 9.6 UltrShtTxFrI 10.10 0.00 0.0 4.5 DiscFd n 31.57 0.66 5.2 63.6 Balanced I 49.14 0.50 1.2 33.5 GlAll25 75Inst 14.59 0.06 1.0 15.5 Amana Income: CapIBA p 64.13 0.08 1.8 11.6 IntlInst 35.78 0.54 2.9 19.8 BlackRock Funds A: BNY Mellon: SmCap n 23.09 0.80 10.8 133.9 ConSec I n 32.04 0.55 6.5 90.2 GlEqInst 28.54 0.40 3.9 25.2 AmanaIncm n 57.91 0.33 2.7 33.0 CapWA p 21.40 0.02 -0.7 14.5 IntlVal Inst 41.08 0.05 3.1 13.4 AdvLCGrwA 21.21 0.81 2.6 66.0 SCMultiStrM 25.59 0.52 8.3 51.3 ContCore I 31.11 0.48 2.0 42.1 GlRESec 10.75 0.10 0.0 15.0 AmanaGrowth n: CapWGrA 61.47 1.06 3.5 27.0 IntlVal Inv n 40.96 0.04 3.0 12.6 AdvLgCapCore p 19.70 0.38 2.4 39.9 BNY Mellon Funds: C DivIncom I 26.34 0.01 2.1 28.9 InfProtSec 13.28 0.08 0.3 21.2 AmanaGrowth n 58.22 1.23 3.6 75.6 EupacA p 71.81 1.20 3.6 30.9 MidCapInst 57.04 1.07 2.6 103.9 BalCapFd 26.17 0.33 1.3 31.8 Aprec pn 39.48 0.99 0.2 48.6 FocEq I pn 26.22 0.88 2.9 76.5 IntGvFxdInc 13.28 0.02 -0.8 18.6 Amer Beacon Insti: FdInvA p 70.85 1.07 2.5 32.0 MidCapInv n 49.20 0.92 2.6 102.5 BasicVal 19.30 -0.05 3.7 15.6 CA AMTMuBdZ nr 15.24 0.02 0.2 12.3 Calamos Funds: GlbTechGw I 63.76 2.44 4.3 102.8 IntlCoreEq 14.96 0.14 2.7 5.0 IntlInst 18.75 -0.02 2.2 -2.3 GBalA p 38.10 0.42 1.8 19.6 MidCapVal Inv n 20.25 -0.05 3.8 10.2 CAInsMuni 12.86 0.03 1.0 9.7 Dr500In tn 54.10 1.03 2.3 41.5 ConvI 23.16 0.28 4.5 80.6 IncOppty n 9.95 0.00 0.3 15.0 IntlREst 4.49 0.03 -1.1 1.3 LgCapinst 25.34 -0.17 3.1 14.4 GovtA p 14.30 0.00 -0.6 16.2 SmCpInv n 54.56 1.22 6.2 132.7 CapAppr 37.38 1.63 2.1 76.3 Dreyf n 15.08 0.29 2.3 52.0 Gr&IncA p 41.82 0.73 2.6 43.2 IntmMunBd I 10.62 0.01 0.2 12.3 IntlSustCore1 12.36 0.14 2.1 13.2 SmCpInst 27.17 0.20 8.3 11.9 GwthA p 70.35 2.01 4.2 66.5 Ashmore Funds: EqtyDivd p 20.83 -0.08 3.1 19.7 DreyMid r Inv nr 35.43 0.56 6.8 28.2 Gr&IncI 39.95 0.70 2.6 44.3 LgCapGr 15.00 0.28 0.0 78.7 IntlVal 17.51 0.06 3.7 -9.8 Amer Beacon Inv: HI TrA p 10.24 0.03 1.3 18.0 EmgMktTRInst 7.39 NA NA NA GlblAlloc p 22.00 0.32 2.2 28.9 FloRtIncY 11.44 0.00 1.1 10.0 GrowthA p 38.82 1.41 4.3 59.6 LgCpGrow I n 56.67 1.96 3.7 69.9 IntlVectorEq 13.04 0.11 2.7 0.8 LgCapInv 22.86 -0.15 3.1 13.2 HiInMuniA 16.73 0.04 1.1 17.1 Ave Maria Funds: HlthScOp p 76.55 1.03 3.7 56.6 GblRealRtY 16.74 0.10 0.9 25.7 MktNeutA p 14.14 0.03 0.4 12.7 LgCpIdx I n 57.88 1.10 2.3 42.7 IntrLrgCpGroPor 16.05 0.24 2.4 23.1 American Century A: ICAA p 45.40 0.78 2.2 29.1 Growth pn 43.11 0.29 0.9 51.5 LgCp Focus Gr 6.77 0.26 0.9 82.9 GlbStkI 26.02 0.15 0.0 42.8 MktNeutI 13.96 0.03 0.5 13.5 MdCpIdx I n 17.37 0.27 6.8 29.2 IntSmCo 20.74 0.26 2.3 6.3 EqIncA p 9.05 -0.04 0.3 15.1 IncoA p 24.07 0.06 2.2 17.2 RisingDivd n 19.51 -0.02 0.9 23.0 MdCpGrA 38.31 0.63 1.1 91.0 GlFxIncI 23.08 -0.03 -0.4 15.2 Calvert Investments: MidCapGth I 31.65 0.82 5.3 71.6 IntSmVa 19.52 0.10 2.0 -9.0 American Century G: IntBdA p 13.95 0.00 -0.2 13.6 MultiAstIncome 11.25 0.04 0.9 15.4 HYldI 6.15 -0.01 0.3 15.5 Bal A 39.82 0.45 1.1 36.0 SelComunInfo tn 127.17 3.73 8.2 107.4 IntTermMuni 10.61 0.01 0.0 9.9 GlBond 10.58 -0.01 -0.3 15.7 IntlGrIncA p 39.68 0.34 3.5 14.0 B NatlMuni p 11.42 0.03 0.4 12.7 InstS&PStkIdx I 69.13 1.33 2.4 42.9 EqAp 66.29 0.60 -0.7 66.0 SelLCVal pn 28.11 -0.36 5.0 18.2 IntVaIII 15.02 0.05 3.7 -9.3 InfAdjBd 12.67 0.06 0.2 18.8 LtdTEBdA 16.21 0.01 0.1 10.2 NYMUNIOPP 11.35 0.03 1.2 8.7 Interm n 14.00 0.02 0.2 12.8 Carillon Eagle: SelMdCpValIppn 12.06 -0.03 3.8 23.1 ITExQual 11.87 0.00 -0.8 23.1 NT IntlGr 14.44 0.26 2.0 36.5 N PerA p 63.12 1.40 4.3 58.8 Baird Funds: ScTechOppA 64.27 3.03 7.3 168.8 IntlStkI 24.74 0.29 1.1 35.7 MdCpGrA p 93.11 1.60 3.3 68.5 SmCapGth I 36.45 1.17 12.2 150.8 LgCo 28.81 0.55 2.3 43.5 NT MdCapVal 13.25 -0.02 3.0 15.7 NEcoA p 61.48 1.58 3.3 56.3 AggBdInst 11.69 0.00 -0.7 19.0 StratMuniOpp 11.69 0.03 1.3 9.0 IntlStkY 24.44 0.28 1.1 35.7 Carillon Reams: SmCpIdx I n 27.91 0.46 10.1 31.2 LgCpIntl 25.69 0.23 2.6 9.8 NTDiscGro 15.32 0.58 3.2 62.0 NwWrldA 91.87 2.33 4.5 37.9 CorBdInst 12.07 0.00 -0.6 19.5 StrtIncOpptyInvA 10.38 0.01 0.2 12.8 MunBd nr 12.14 0.02 0.3 14.0 CoreBd I 12.96 0.01 -0.8 26.4 StratInc I 24.81 0.04 0.6 17.9 SclCrEqInst 14.34 0.12 2.8 4.6 NTDvBnd 11.40 0.00 -0.5 17.7 SmCpA p 83.52 1.77 5.0 61.3 IntBdInst 11.66 0.00 -0.3 16.2 TotRet 12.17 0.01 -0.4 17.7 NewtonIntlEqY 24.79 0.34 4.0 11.4 CorePlBd I 35.43 0.02 -0.7 27.5 TaxEZ n 13.63 0.02 0.4 13.6 SelHdgGlFxd 9.80 0.00 0.0 9.2 NTEmgMkt 16.36 0.49 9.3 31.2 STBFA p 10.08 0.00 -0.1 7.9 QualIntMunBdInst 12.03 0.01 0.0 11.7 BlackRock Funds Blrk: NY Tax nr 15.23 0.02 0.3 11.9 UnconstrndBd I 12.99 -0.01 0.2 19.4 Thermostat I n 18.27 0.16 1.4 51.3 STExQual 11.00 0.00 0.0 8.7 NTEqGrp 11.63 0.19 3.6 36.3 STTxExBdA 10.35 0.01 0.1 7.2 ShtTBdInst 9.92 0.00 0.0 10.8 CapAppr 41.85 1.82 2.1 78.3 ResrchGrA 21.17 0.73 3.7 82.5 Carillon Scout: TotReBd I 38.32 0.04 0.0 24.1 STGov 10.56 0.00 0.0 4.6 NTGrwth 21.19 0.88 3.4 78.1 TECAA p 18.34 0.02 0.1 13.4 Baron Funds: BlackRock Funds C: ResrchGrZ n 21.74 0.76 3.7 83.6 Intl I 18.34 -0.01 2.2 5.9 USTrsIdx I 11.87 0.00 -1.0 15.8 STMuniBd 10.19 0.00 0.1 3.7 NTHeritage 16.27 0.26 4.8 83.9 TxExA p 13.65 0.02 0.3 14.0 Asset n 112.03 1.98 0.8 72.2 GlblAlloc t 19.57 0.28 2.1 26.0 SelMgrSmCpGroY 35.26 0.89 8.6 68.3 MidCap I r 24.92 0.29 5.5 38.3 Columbia Class I2: TAUSCoreEq2 23.94 0.35 4.1 33.7 NTHighInc 9.89 0.00 0.8 19.6 WshA p 51.18 0.26 2.0 26.9 GlobalAdv n 55.54 2.41 8.2 151.5 HlthScOp 65.67 0.87 3.6 53.2 SmCpStk r Inv nr 32.44 0.52 10.1 30.3 CausewayInst : ContCore I2 31.73 0.48 1.9 42.4 TAWldexUSCr 12.40 0.14 3.5 6.1 NTIntlVal 10.01 0.00 3.1 2.7 AMG Funds: Growth n 106.80 1.89 2.2 74.3 MultiAstIncome 11.24 0.04 1.0 12.8 SmMidCpGrI 41.60 1.03 6.9 131.2 CausewayInst 16.58 0.00 2.1 0.0 DivIncom 26.78 0.00 2.0 29.1 TM IntVa 15.07 0.06 3.6 -9.0 NTFocLgCapVal 11.94 -0.02 1.4 18.6 RRSmCapValI 14.08 0.10 3.2 22.2 Opportunity n 42.76 1.82 6.8 180.5 BlackRock Funds III: StratValA r 40.18 -0.11 5.7 16.9 Chartwell: MidCapIndx 17.81 0.28 6.8 29.1 TM US Sm 52.04 0.89 8.9 21.7 SDIPB 10.82 0.04 0.7 12.9 TmSqMdCpGw I 21.18 0.34 2.9 70.0 Partners n 180.24 3.75 9.8 254.2 iShS&P500IdxK 454.72 8.72 2.3 43.7 U.S.EqY 24.72 0.10 0.2 41.4 Income n 13.67 0.03 1.0 13.3 SmCapIndx 28.63 0.46 10.1 31.2 TM USTgtVal 38.78 0.42 8.9 8.3 Sustain Equity 39.55 0.76 2.5 NS AMG Managers Funds: SmallCap n 38.37 0.86 4.2 75.1 iShUSAggBdIdxK 10.81 0.00 -0.8 17.1 WWGrA 65.16 1.80 0.9 47.2 CIBC Atlas: Columbia Class I3: TMMktwdVa 33.64 -0.05 4.3 14.0 American Century I: Brandywine I n 63.11 1.58 7.4 60.4 Baron Instl Shares: BlackRock Funds Inst: BNY Mellon Funds Tru: DispEq Inst 26.61 0.42 0.8 47.8 Balanced I3 49.68 0.50 1.2 33.9 TMMttVa2 31.15 -0.05 4.4 14.5 CaHYMu 11.12 0.02 0.4 16.4 GWKMBd I 12.53 0.02 0.1 14.3 AssetInst 117.29 2.09 0.9 73.6 AdvIntl Inst 18.35 0.21 2.7 7.7 BondFd 13.29 0.01 -0.5 17.2 ClearBridge: Bond I3 35.97 0.02 -0.1 20.2 TMUSEq 42.38 0.83 2.8 44.7 DivBnd 11.26 0.00 -0.5 16.5 LoomisSaylesBd I 27.98 0.00 -0.5 17.2 DiscoveryInst 38.28 1.06 10.0 121.4 AdvLgCapCore 20.57 0.40 2.4 40.9 EmgMkts 14.12 0.39 9.5 12.9 AggressGrowthA 181.98 NA NA NA ContCore I3 p 31.75 0.48 2.0 42.7 US CoreEq1 30.80 0.48 3.8 36.9 EmgMkt 16.59 0.48 9.1 26.9 LoomisSaylesBd N n 27.98 0.01 -0.5 16.6 EmergingMktsInst 20.46 0.53 7.3 28.0 AdvSmCapInst 26.82 0.80 10.4 77.2 IncomeStk 8.95 -0.06 5.2 15.1 AggressGrowthI 212.28 NA NA NA DivIncom 26.82 0.00 2.1 29.4 US CoreEq2 28.12 0.42 4.3 33.3

About our Funds reported closing price for the week. Footnotes: NA: not available. NE: performance excluded by Lipper editor. NN: fund not tracked. NS: fund not in existence for whole period. e: ex capital gains distributions. f: previous day’s The listings include the top 2500 open-end funds by assets. These funds value their portfolios daily and report net quote. n: no front- or back-end sales charge. p: fund assets are used to pay marketing and distribution costs (12b-1 asset va lues (the dollar amount of their holdings divided by the number of shares outstanding) to the National fees). r: fund levies redemption fee or back-end load. s: stock dividend or split of 25% or more. t: fund charges Association of Securities Dealers. Total returns reflect both price changes and dividends; these figures assume that 12b-1 fees (for marketing and distribution) and a back-end load. v: capital-gains distribution may be a return of all distributions are reinvested in the fund. Because Lipper is constantly updating its database, these returns may capital. x: ex cash dividend. All data supplied by Lipper. differ from those previously published or calculated by others. 3 year returns are cumulative. The NAV is the last January 25, 2021 BARRON’S M29

Mutual Funds Data provided by

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. US Micro 25.10 0.44 9.8 19.5 Contrafund K6 19.33 0.70 2.3 58.5 InvestGradeBd 8.52 0.00 -0.7 NS Eq Inc n 64.00 0.03 2.6 22.1 Trend n 155.23 5.33 2.3 83.8 FrankTemp/Franklin A: Guggenheim Funds Tru: CpBdA 7.90 0.00 -0.6 23.6 US Small 41.86 0.67 9.0 22.4 EmgMktIdxInstPre n 13.74 0.35 7.8 19.6 NewMktsIncFdZ 14.89 0.02 -1.2 NS EqDivIncm n 26.05 -0.17 2.3 13.9 Utility n 28.04 0.06 2.0 32.8 BALAt 12.79 -0.07 1.3 19.3 MacOppFdClInstl 27.63 NA NA NA DevMkt 44.87 0.43 4.5 23.5 US SmCpVal 37.94 0.45 10.2 7.7 ExtMktIdxInstPre n 89.54 1.58 7.3 56.8 RE Income 11.86 0.11 1.1 NS EqDivIncmK 26.04 -0.17 2.3 14.3 Value n 12.66 -0.02 5.7 20.9 BalInv p 33.20 -0.07 3.8 4.7 TotRtnBdFdClInst 29.46 NA NA NA DevMktA 56.93 1.07 4.8 24.6 US TgdVal 25.86 0.28 9.6 10.6 FidSAIEmerg 14.57 0.24 7.4 NS StrgInc 12.83 0.02 0.4 NS EqIncK 63.95 0.03 2.7 22.5 ValueDisc n 33.30 -0.04 3.5 19.9 BioDis A p 178.17 0.17 4.0 44.1 TotRtnBondFdClA 29.44 NA NA NA DiscFdA p 119.58 4.35 9.0 104.1 USLCpGr 27.89 0.49 0.5 48.6 FIDSerEmgMkt 12.38 0.38 9.2 NS Fidelity Freedom: Europ nr 43.44 0.70 2.5 18.7 ValueK 12.68 -0.01 5.8 21.3 CoreAll A p 22.29 0.27 1.7 32.5 GuideMark Funds: DisMdCpGrA 32.09 0.57 5.4 79.5 USLgVa 39.23 -0.05 4.5 8.6 FidSerToMarket 13.32 0.25 3.2 NS FAFree2020I p 14.37 NA NA NA Export n 20.24 0.72 2.3 4.8 Wrldw n 35.20 0.78 2.8 54.1 CvtSc A p 29.39 0.45 3.9 87.4 LgCpCorServ pn 25.95 0.57 3.9 44.9 DivIncm p 23.43 -0.12 2.1 10.4 USLgVaIII 26.43 -0.03 4.5 9.0 FIDSerTresIndxFd 10.00 0.00 0.0 NS FAFree2025I 14.80 NA NA NA Fidel n 63.81 2.25 2.3 52.7 Fidelity SAI: DynaTech A p 147.64 5.34 5.6 114.7 GuideStone Funds: DivrsDiv p 20.25 -0.05 1.5 14.4 USSmCpGr 24.72 0.48 7.8 36.4 FIDZroExtMktIx n 12.45 0.20 8.1 NS FAFree2035I 16.07 NA NA NA FltRateHi nr 9.37 0.00 1.3 11.2 FidSAIEmgMktIndx 17.93 0.46 7.9 19.4 EqIn A p 27.53 -0.15 0.8 20.7 AggrAllGS4 n 13.50 NA NA NA EqIncA 11.25 -0.04 2.6 17.5 USSoCoreEq2 20.96 0.31 4.2 33.5 FIDZroLgCpIx n 13.75 0.26 2.2 NS FAFree2045A 13.65 NA NA NA FocsdStk n 31.72 0.73 1.9 71.7 FidSAIIntlIndxFd 13.41 0.13 2.6 10.5 FlRtDA A p 7.62 0.01 1.5 0.2 BalAllGS4 n 13.05 NA NA NA EqInvA 15.59 0.23 3.9 22.4 USSustCoreI 30.93 0.52 3.5 46.0 Flex 500 Index 16.38 0.32 2.4 43.7 FF2005 n 13.21 NA NA NA FournOne n 56.76 0.78 2.5 33.0 IntlValIdx 9.20 -0.02 3.8 -7.7 FoundFAlA p 13.75 -0.02 1.9 5.3 EqindxGS2 41.91 NA NA NA EqWtdA p 69.15 0.16 2.9 30.0 USVectorEq 22.13 0.22 6.9 19.1 FlexIntIdx 13.52 0.19 4.2 13.8 FF2010 n 16.56 NA NA NA GNMA n 11.78 -0.02 0.0 11.4 LowDurationInc 10.01 0.00 0.0 NS FrkIntlGrthA 21.88 0.52 1.8 49.5 EqIndxGS4 n 41.93 NA NA NA GblAllocA 22.33 0.19 3.1 19.0 WexUSGov 10.63 -0.03 -0.7 19.2 FlexUSBdIdx 10.78 -0.01 -0.8 17.3 FF2015 n 13.76 NA NA NA GovtInc n 10.84 0.00 -0.8 14.7 Muni Inc 10.88 0.02 0.4 NS FSmCoSer r 23.78 0.45 3.3 6.5 GrAllGS4 n 13.59 NA NA NA GblStrIncmA p 3.78 0.00 -0.4 8.4 WrdEXUSTARGETVAL 13.89 0.09 2.7 -4.7 Freedom2060K 14.69 NA NA NA FF2020 n 17.58 NA NA NA GroCo n 34.94 1.24 6.3 116.6 SAIEmgMktLoVolIx 10.95 0.13 3.5 NS GoldPrM A p 24.34 0.23 -3.1 68.1 GrEqGS2 31.08 NA NA NA GlbOppA p 83.53 2.37 6.8 42.1 Dodge & Cox: GlexUSIdxInstPre n 15.19 0.21 4.3 13.7 FF2020A p 14.25 NA NA NA GroInc n 45.09 0.18 3.0 24.2 ShortTermBd 10.02 0.00 -0.1 NS GrOp A p 54.03 1.40 0.9 80.9 GrEqGS4 n 30.73 NA NA NA Glcoreeq p 14.87 0.25 1.8 14.8 Balanced n 104.69 -0.64 2.9 21.4 GrowthCompanyK6 20.42 0.73 6.2 NS FF2025 n 15.87 NA NA NA GrowCoK 35.03 1.24 6.3 117.1 TotalBd 10.70 0.01 -0.4 NS Growth A p 137.78 3.03 1.7 59.8 IntEqGS2 15.21 NA NA NA GlGr 34.91 0.37 2.5 31.3 GblStock n 13.82 -0.07 3.9 11.6 HighIncome C 8.71 -0.02 0.0 NS FF2025A p 14.65 NA NA NA GrowIncK 45.04 0.18 3.0 24.6 TxFreeBd 10.92 0.01 0.4 NS LwDuToRt A 9.64 0.00 0.2 8.6 LowDurGS2 13.64 NA NA NA GlHltCr 46.64 0.49 3.6 49.5 Income n 14.59 0.02 -0.4 19.8 InflPrBdIndInsPr n 11.07 0.06 0.3 19.9 FF2030 n 19.88 NA NA NA GrStrt nr 61.15 1.20 2.4 58.8 U.S.TreBdIdx 10.29 0.00 -1.0 16.4 RisDv A p 80.68 -0.05 0.6 37.0 MedDurGS2 15.52 NA NA NA GrIncA 24.01 -0.12 4.1 8.8 Intl Stk n 45.39 -0.12 3.9 -0.5 IntlIdxInstPrem n 46.80 0.43 2.6 10.5 FF2035 n 17.22 NA NA NA GwthDiscovery n 54.12 2.06 4.6 86.6 USMomentumIdx 17.55 0.64 5.2 54.8 SmCpGr A p 29.56 0.70 8.0 86.5 ValEqGS2 19.98 NA NA NA GrowAlloc p 16.34 0.21 3.4 23.2 Stock n 201.15 -1.47 4.5 21.3 IntlIndex n 11.84 0.15 4.0 NS FF2035A t 15.93 NA NA NA HighInc nr 8.71 -0.02 -0.1 13.0 USValueIndex 10.63 -0.03 5.6 9.1 SmCpVal A p 54.00 0.52 7.3 20.1 Hyld 4.01 0.00 0.8 13.2 Domini Funds: IntrTresBdIxPrem n 11.62 0.01 -0.8 19.3 FF2040 n 12.27 NA NA NA Indepndnc n 46.40 1.27 0.1 46.9 Fidelity Selects: SmMCpGrA p 49.10 0.91 4.8 93.5 H HYMuA 10.27 0.03 1.2 16.6 Intl Eq Instit 8.63 0.09 2.6 0.6 LgCpGwId InstPre n 24.42 0.92 2.7 78.2 FF2040A p 17.37 NA NA NA IntBd n 11.33 0.00 -0.2 16.0 Biotech nr 26.71 0.23 6.1 63.2 StrInc A p 9.53 0.01 0.1 9.7 IntlBdA p 5.79 0.00 -0.9 8.4 US Equity Inv pn 31.68 0.89 3.6 53.0 LgCpVlIdxIstPrem n 13.62 -0.02 2.6 16.9 FF2045 n 14.04 NA NA NA IntGov n 10.88 0.00 -0.3 12.4 Chem nr 14.78 -0.18 2.7 -3.5 TgtCon A p 15.07 0.10 0.8 17.6 Harbor Funds: IntlDivA 23.02 0.36 2.7 23.6 DoubleLine Funds: LTTrsBdIdxInstPr n 15.37 -0.01 -3.5 31.4 FF2050 n 14.15 NA NA NA IntlCapiApp K6 16.42 0.36 3.2 40.3 Comp nr 113.84 2.48 3.8 86.4 TtlRtn A p 10.16 0.00 -0.6 15.1 Bond 12.25 0.00 -0.6 18.2 IntlGrow 33.33 0.41 3.0 20.9 CoreFxdIncmI 11.30 0.02 -0.2 14.4 MidCpInxInstPrem n 28.09 0.23 4.0 38.0 FrdmBlen2025 K6 11.81 NA NA NS IntlDisc n 55.08 1.00 3.7 26.0 ConDis nr 69.29 1.44 4.7 65.1 FrankTemp/Franklin C: CapApInst 107.63 3.93 3.3 93.9 IntlGrowA p 48.10 0.90 1.9 21.8 CorFxdIncN n 11.29 0.02 -0.2 13.6 MidCpValIndex n 22.80 0.06 3.9 NS Free2045L 13.77 NA NA NA IntlEnhIdx n 10.59 0.08 3.1 5.5 ConStap nr 92.26 -0.66 -3.0 15.9 CA TF C t 7.79 0.01 0.0 14.1 CapApInv pn 101.46 3.70 3.2 91.8 IntlSmCoA 55.68 0.79 0.5 32.2 EmgMktIncmI 10.64 0.02 0.1 13.8 NewMkt I 14.89 0.02 -1.2 NS Free2050I 13.76 NA NA NA IntlGrRet n 18.89 0.28 1.5 32.9 DfAero nr 16.27 -0.10 -1.0 7.3 DynaTech C p 120.87 4.36 5.6 109.8 IntlGr r 23.45 0.76 5.2 44.6 IntTMIA p 11.52 0.01 0.5 12.4 FlexibleIncomeI 9.67 NA NA NA OTCK6Port 17.92 0.78 4.6 NS Free2055 n 16.25 NA NA NA IntlScOpps nr 24.98 0.14 1.4 26.3 Energy nr 25.90 -0.39 11.3 -42.2 Fed TF C t 12.31 0.02 0.2 12.4 IntlInst r 45.08 0.28 2.3 6.4 InvescoFd p 27.42 0.56 -2.1 66.9 GlobalBondN 10.71 0.01 -0.7 5.1 RealEstIdxInst n 14.68 0.19 1.1 9.9 Free2060InstPrem 15.53 0.23 3.1 33.7 IntlSmCap nr 31.22 0.30 1.9 9.3 FinSvc nr 10.54 -0.22 3.6 10.8 Growth C t 123.16 2.70 1.7 56.2 LgCpValue 19.92 0.15 3.6 34.4 InvGloblFdA 118.14 3.87 2.2 37.8 InfraIncomeI 10.66 0.03 0.4 15.7 SAIRealEstIndxFd 10.48 0.13 1.1 10.3 Free2060Investor 15.52 0.23 3.1 33.5 IntMu n 10.88 0.01 0.2 13.2 Gold nr 28.69 0.37 -2.8 43.7 Income C t 2.36 -0.01 1.7 10.7 SmCpGwth 18.87 0.28 4.9 77.0 LmtdTrmMunInc p 11.58 0.01 0.3 8.9 LowDurBdI 10.01 0.01 0.3 8.7 SAIUSLgCpIndxFd 20.09 0.38 2.3 43.5 Freedom2010 K 16.55 NA NA NA InvGB n 8.50 0.00 -0.8 20.3 Health nr 33.67 0.58 6.1 71.4 RisDv C t 79.13 -0.07 0.6 34.0 SmCpValInst 42.51 0.83 8.0 26.3 MnStFndA 54.99 1.01 3.1 36.0 LowDurBdN n 10.00 0.01 0.3 7.9 SeriesBondFd 10.69 0.00 -0.7 NS Freedom2015 K 13.74 NA NA NA InvGrBd 11.84 0.00 -0.5 20.8 HlthCareSrvPt r nr 128.33 1.36 4.2 49.1 Utils C t 19.40 -0.13 -0.8 30.6 Harding Loevner: MnStOpA p 23.99 0.65 3.5 40.0 ShillerEnhCAPEI 18.68 NA NA NA SeriesOverseas 12.53 0.12 1.0 NS Freedom2015 K6 13.70 NA NA NA JpnSmCo nr 17.73 -0.09 -0.2 3.0 Ind n 37.81 -0.17 0.1 15.5 FrankTemp/Franklin R: EmgMktsAdv n 70.60 0.71 5.5 14.7 MnStSmCpA p 28.62 0.32 4.0 26.0 ShillerEnhCAPEN n 18.66 NA NA NA SerLTTreBdIdx 8.83 -0.01 -3.6 31.2 Freedom2020 K 17.56 NA NA NA LargeCap n 36.34 0.19 3.6 26.2 ITSvs n 92.07 1.38 -1.7 77.1 FrkDynTchR6 154.83 5.61 5.7 116.9 IntlEq 29.36 0.17 3.3 26.2 ModInvA 12.28 0.14 2.8 23.4 TotRetBdI 10.72 0.02 0.2 13.2 SmCpIdxInstPrem n 27.44 0.58 9.8 41.2 Freedom2020K6 17.51 NA NA NA LCapCrEIdx n 19.65 0.43 3.5 41.5 Leisr nr 17.81 0.18 -0.3 33.3 FrkGrthOppR6 60.52 1.58 0.9 82.7 Hartford Funds A: MunInA 13.82 0.03 0.6 14.8 TotRetBdN n 10.71 0.02 0.1 12.3 STBdIdx InstPrem n 10.33 0.01 0.0 11.6 Freedom2025 K 15.85 NA NA NA LCapGrEIdx n 29.00 1.15 4.0 67.3 MdTchDevis n 78.18 1.46 7.3 95.2 FrkGrthR6 138.08 3.04 1.8 61.4 BalIncA 15.57 -0.06 -0.2 19.4 QualityIncomeA 11.91 0.00 0.1 12.8 Driehaus Funds: STTreIdx InstPre n 10.80 0.00 -0.1 10.8 Freedom2025K6 15.81 NA NA NA LevCoSt n 43.29 0.90 5.5 41.5 Multimedia nr 85.25 4.45 2.8 68.0 FrkIncR6 2.31 -0.01 1.8 13.3 CapAppA p 43.56 0.44 1.3 43.4 RchHiYldMuniA 8.06 0.02 1.3 32.7 EmMktsGr n 53.41 1.61 8.8 36.8 TMktIdxInstPrem n 111.20 2.11 3.2 46.1 Freedom2030 K 19.86 NA NA NA LgCpVHIdx n 14.58 -0.01 3.6 17.9 Pharm n 24.88 0.36 5.1 51.9 FrkRisDivR6 80.58 -0.05 0.6 38.4 Chks&Bal p 10.26 0.04 1.0 30.3 RealEst p 18.16 0.15 0.3 11.8 Dupree Mutual Fds: TotalMarketIndex n 13.91 0.26 3.1 NS Freedom2030K6 19.81 NA NA NA LmtTrmMuniIncm n 10.88 0.00 0.2 9.2 Retail nr 23.85 0.40 4.8 83.7 FrkSmCpGrR6 33.52 0.79 8.0 88.8 DiscpEqA p 41.95 0.76 2.2 49.0 RisingDivA 23.14 0.34 1.2 32.9 KYTF n 8.00 0.01 0.0 13.1 TtlIntIdxInstPr n 14.12 0.19 4.1 13.6 Freedom2035 K 17.19 NA NA NA LowP nr 50.91 -0.11 4.7 21.3 Semiconductors r nr 17.67 0.54 8.9 115.1 FrkTotRtnR6 10.24 0.01 -0.6 16.5 DivGth A p 28.14 0.05 2.2 26.2 RochAMTFrMuni 7.90 0.02 0.6 30.0 USBdIdxInstPrem n 12.34 0.00 -0.8 17.3 Freedom2035K6 17.16 NA NA NA LowPriStkK r 50.85 -0.10 4.7 21.7 Softwr nr 27.12 0.80 0.0 95.5 MutShrR6 26.04 -0.09 2.8 5.6 EmrgMktEqAdv t 22.05 0.46 8.6 27.9 RochCAMuni 9.20 0.01 0.3 23.9 E USSusIdx n 16.64 0.26 2.2 45.5 Freedom2040 K 12.27 NA NA NA LowPriStkK6 13.61 -0.02 4.8 22.3 Tech nr 28.48 1.17 6.0 120.6 TempGlbBndR6 9.68 0.00 -0.3 -3.7 EqInc t 20.22 -0.11 1.6 17.6 RochLmtTrNYMuni p 3.07 0.00 0.2 23.1 Fidelity Adv Focus A: Freedom2040K6 12.22 NA NA NA LtdTmBdFd n 11.95 0.00 -0.2 12.6 UtilGr nr 93.43 -0.30 1.8 38.7 TmpGrthR6 23.92 0.07 1.3 0.0 FltRateA t 8.38 0.00 1.2 9.1 RochPAMuni 11.53 0.02 0.6 33.5 Eaton Vance Class A: HthCarA r 67.46 1.14 6.0 62.0 Freedom2045 K 14.02 NA NA NA MagellanK 13.05 0.36 0.1 48.3 Fidelity Series: TmpFrgnR6 7.24 0.03 3.4 -4.6 GrOppty t 56.54 1.56 2.1 100.3 RoMu A p 17.28 0.06 0.9 31.8 AtlCpSMID p 33.69 0.15 2.2 36.8 TechA t 91.69 4.10 2.6 115.0 Freedom2045K6 13.98 NA NA NA Magin n 13.06 0.36 0.1 47.9 Canada 11.64 -0.12 0.8 12.5 FrankTemp/Mutual A&B: GrowAllA p 14.38 0.17 2.9 25.4 SenFltRtA 6.90 0.01 1.6 -2.2 DivBldrA 17.15 0.28 0.8 33.6 Fidelity Adv Focus C: Freedom2050 K 14.13 NA NA NA MAMun n 12.65 0.02 0.0 12.8 FASeriesEqGroFd 16.90 0.65 4.8 91.2 Beacn A 16.64 0.12 2.1 15.9 Hlthcare 43.01 0.42 5.0 54.6 ShortTerm p 8.68 0.00 0.1 9.4 FloatRt 9.12 0.01 1.3 10.5 HthCarC p 51.98 0.87 6.0 58.4 Freedom2050K6 14.11 NA NA NA Manager40 n 13.40 0.11 1.3 24.7 HthCarZ 74.08 1.26 6.0 NS Shares A 25.76 -0.09 2.9 4.5 IntOppA p 20.23 0.32 3.0 17.3 SmCpEq p 16.43 0.47 9.8 40.7 FltgRtAdvg p 10.56 0.01 1.6 11.4 Fidelity Adv Focus M: Freedom2055 K 16.24 NA NA NA Manager60 n 15.12 0.17 2.0 29.0 IntMuni Z 10.90 0.01 0.2 NS FrankTemp/Temp A: MidCap A p 35.65 0.56 5.0 51.8 SmCpGr 52.68 1.53 10.3 84.1 Inc Bos 5.58 0.00 0.3 15.2 Tech p 85.28 3.82 2.5 113.4 Freedom2055K6 16.22 NA NA NA McpVl n 24.29 0.27 6.1 4.0 STCrFd 10.23 0.00 0.0 11.3 DvMk A p 27.83 0.76 9.5 30.3 Muti-AstIncGw 21.42 0.18 1.9 13.4 SmCpValA t 17.06 -0.12 7.8 10.9 LgCpVal 21.57 0.02 2.7 21.7 Fidelity Advisor: Freedom2060 n 14.70 NA NA NA MegaCpStk n 16.70 0.18 3.7 33.6 Fiera Capital: Frgn A p 7.38 0.03 3.4 -5.8 ShtDur 10.11 0.00 0.2 10.7 SP IncomeA 3.32 -0.12 8.9 -23.9 NatlMuniInc 10.41 0.01 0.1 16.5 SrsAdvIntlCapApp 30.39 0.66 3.2 38.4 Idx2015InsPre 15.22 0.12 1.2 24.2 MidCap n 38.69 0.15 4.1 29.3 EmgMkt Inst 63.96 1.09 5.8 18.6 GlBond A p 9.73 0.00 -0.3 -4.7 TotRBdA p 11.14 0.00 -0.7 18.7 Tech p 70.77 2.81 4.3 87.3 ShDurGovIncFd 8.13 0.00 0.2 6.3 StragInc n 12.82 0.02 0.4 NS Idx2020InsPre 16.61 0.15 1.5 26.3 MidCapEnIdx nr 18.10 0.23 5.5 29.8 First Eagle Funds: GlSmCo A p 11.12 0.21 4.4 15.1 Hartford Funds C: Invesco Funds C: ShDurStratIncFd 7.39 NA NA NA TotBdFdClZ 11.24 0.01 -0.4 20.0 Idx2025InsPre 18.58 0.19 1.8 27.9 MidCapStkK r 38.71 0.16 4.1 29.7 GlbA 62.05 0.20 1.3 15.5 Growth A p 23.94 0.07 1.3 -0.9 Bal IncC 15.32 -0.06 -0.3 16.7 EqWtdC 65.89 0.15 2.9 27.2 TMG1.0 n 1734.39 NA NA NA Fidelity Advisor A: Idx2030InsPre 19.46 0.22 2.0 29.4 MIMun n 12.78 0.02 0.2 14.5 Gold p 24.69 0.24 -2.1 46.0 World A p 14.36 0.02 1.6 2.6 Hartford Funds I: RchHiYldMunC 8.02 0.02 1.1 30.1 TMG1.1 77.80 NA NA NA AdvMdCpIIA p 24.09 0.39 6.6 23.8 Idx2035InsPre 21.34 0.28 2.6 31.7 MNMun n 12.17 0.02 0.0 13.4 OverseasA 25.93 0.07 1.4 10.1 FrankTemp/Temp Adv: BalIncI 15.57 -0.06 -0.2 20.3 SenFltRtC 6.90 0.00 1.6 -4.4 TMG1.2 34.98 NA NA NA AdvStrDivInA p 16.46 0.10 2.3 28.4 Idx2040InsPre 21.47 0.32 3.1 33.7 MtgSec n 11.58 0.00 0.0 13.0 US Val A t 19.00 0.01 0.9 15.7 Frng Adv 7.25 0.03 3.4 -5.1 CapAppI 43.80 0.45 1.3 44.6 TEHYC 10.23 0.02 1.2 14.0 WW Hlth Science p 13.42 0.17 3.1 46.3 BalancA t 26.67 0.39 2.5 42.0 Idx2045InsPre 22.28 0.33 3.1 33.7 MuniInc n 13.64 0.02 0.4 15.7 US Val I r 19.37 0.02 0.9 16.6 GlBondAdv p 9.69 0.01 -0.2 -4.0 DivGthI 27.98 0.05 2.2 27.2 Invesco Funds Instl: Eaton Vance Class I: BioTech 35.74 0.43 5.4 54.3 Idx2050InsPre 22.32 0.33 3.0 33.7 NASDAQ nr 170.01 6.86 5.1 87.3 FMI Funds: TGlTotRAdv 9.89 -0.01 -0.6 -4.2 EmrgMktEqInv r 22.09 0.47 8.6 28.8 IntlGrow 34.04 0.43 3.0 22.2 AtlCpSMID 38.41 0.17 2.2 37.9 DivIntlA 29.81 0.44 2.5 26.5 Idx2055InsPre 18.35 0.27 3.0 33.7 NewInsights Z 38.88 1.48 2.9 47.9 IntlInvst n 33.27 0.14 2.7 5.9 FrankTemp/Temp B&C: EqIncI 20.08 -0.11 1.6 18.5 SmCpGr 62.73 1.82 10.3 86.1 FloatRtHiInc 8.70 0.01 1.3 12.1 EqGrA p/r t 16.57 0.63 4.6 85.9 Idx2055Investor 18.33 0.27 3.0 33.5 NewMill n 37.96 -0.06 3.8 21.1 LgCapInvst n 19.66 -0.05 0.8 25.1 GlBond C p 9.76 0.00 -0.4 -5.9 FltRateI 8.35 0.01 1.2 10.1 Invesco Funds P: FltgRt 8.82 0.01 1.3 11.2 EqInA 29.48 -0.19 2.3 12.3 Idx2025 Premier 18.57 0.18 1.8 NS NewMkt nr 14.89 0.02 -1.2 5.3 FPA Funds: Frost Family of Fund: GrowOppI t 61.15 1.69 2.1 101.9 Summit P pn 30.65 1.17 4.0 84.6 GblMacAbR 8.80 0.01 0.6 9.7 FF2030A p 16.00 NA NA NA Idx2030 Premier 19.46 0.22 2.0 NS NJMun nr 12.64 0.03 0.8 17.3 FPACres n 37.24 0.24 3.5 24.2 FrTRInst 10.34 0.03 0.4 11.3 InterValue 14.29 -0.09 3.2 -11.5 Invesco Funds Y: IncBos 5.59 0.01 0.5 16.1 GrOppA 150.48 6.07 6.1 167.3 Idx2035 Premier 21.34 0.29 2.6 NS NYMun n 13.68 0.02 0.3 13.6 NwInc n 10.03 0.01 0.2 9.1 IntlAlphaInv p 17.29 0.33 5.0 34.8 BalancedRiskAllY n 11.59 -0.02 1.6 17.8 LgCpVal 21.67 0.03 2.8 22.6 LevCoStA p 52.24 1.13 5.8 39.2 Idx2040 Premier 21.46 0.32 3.1 NS OHMun n 12.52 0.01 0.0 12.9 Franklin A1: G MidCap 37.29 0.59 5.0 53.0 DevMktY n 56.06 1.06 4.9 25.5 NatlMuniInc 10.41 0.01 0.1 17.4 NwInsghtA p 37.63 1.43 2.9 46.3 Idx2045 Premier 22.28 0.33 3.1 NS OTC n 18.34 0.78 4.7 92.0 AZ TF A1 p 11.08 0.01 0.0 13.0 MunOpptI 9.13 0.02 0.4 15.3 DiscovY n 141.87 5.15 9.0 105.5 Eaton Vance Funds: SmllCapA p 29.17 0.61 7.7 32.9 Idx2050 Premier 22.32 0.34 3.1 NS OTC K 18.68 0.80 4.7 92.6 CA TF A1 p 7.80 0.01 -0.1 15.9 Gabelli Funds: StrInc 9.38 0.02 0.0 23.8 EqWtdY n 69.90 0.16 3.0 31.0 ParTxMgdEmgMktIn 52.45 NA NA NA StkSelMC p 41.23 0.24 5.1 32.9 Income n 12.32 NA NA NA OverseasK r 59.84 0.54 0.9 21.7 CAHY A1 p 11.37 0.02 0.4 16.8 ABC pn 10.58 0.05 1.1 8.6 WorldBond 10.70 0.00 0.2 10.1 GlblOppY n 85.49 2.43 6.8 43.1 Edgewood Growth Instituti: StrInA 12.64 0.02 0.4 15.0 Income K 12.30 NA NA NA Ovrse n 59.98 0.54 0.9 21.3 CAInt A1 p 12.19 0.01 0.0 10.3 Asset pn 55.09 0.22 1.9 22.0 Hartford Funds Y: GloblY n 118.75 3.89 2.2 38.8 EdgewoodGrInst 52.11 1.45 0.7 81.0 TotalBdA p 11.26 0.01 -0.4 18.6 Fidelity Invest: PAMun nr 11.59 0.02 0.1 14.0 Fed TF A1 p 12.32 0.02 0.2 14.3 SmCapG n 45.15 0.69 4.9 18.0 DiscpEq 42.54 0.77 2.2 50.3 IntGrowY n 47.79 0.90 1.9 22.7 Fidelity Advisor C: AdvSrsGroOpport 17.38 0.70 6.4 175.4 PcBas nr 46.90 1.32 6.9 46.5 FedInt A1 p 12.38 0.02 0.1 10.4 SmCpGrwI 46.90 0.72 4.9 18.9 DivGthY 28.97 0.05 2.2 27.4 IntlBdY n 5.79 0.00 -0.9 9.2 F BalancC 26.46 0.38 2.4 38.8 AggrInt n 28.56 0.62 3.1 38.6 PuritanK 26.64 0.45 2.5 37.8 HiInc A1 1.89 0.00 0.5 17.5 Util A p 7.90 -0.06 1.7 15.7 IntOppY 21.27 0.34 3.0 18.6 IntlSmCoY n 55.24 0.79 0.5 33.2 GrOppC p 125.09 5.04 6.0 161.3 AilSectEq 11.84 0.21 3.1 52.3 Puritn n 26.66 0.44 2.5 37.4 HY TF A1 p 10.41 0.02 0.8 17.5 GAMCO Funds: MidCapY 45.34 0.72 5.0 53.3 RocMuniY n 17.28 0.05 0.9 32.7 Fairholme: NwInsghtC t 30.95 1.18 2.9 43.0 AMgr20% n 14.55 0.07 0.6 18.0 RealE n 39.62 0.71 0.5 15.9 IncomeA1 p 2.33 0.00 1.7 12.7 GwthAAA pn 87.85 3.56 2.7 81.2 Hartford HLS Fds IA: Sel40Y n 4.83 -0.15 6.1 -28.2 Fairholme n 29.14 0.03 0.0 54.9 StrInC t 12.61 0.02 0.3 12.5 AMgr50% n 21.18 0.20 1.6 26.9 RealEstInc nr 11.92 0.12 1.2 19.1 MIInsTF A1 p 12.00 0.02 0.1 14.3 Gartmore Funds: Balanced 31.96 0.23 1.3 26.6 CoreBdY n 6.93 0.00 -0.5 19.7 FAM Value: Fidelity Advisor Fun: AMgr70% n 26.67 0.35 2.4 30.6 REInc n 10.62 0.08 1.1 19.8 MNInsTF A1 p 12.82 0.02 -0.1 13.0 NationwideInstSv 28.11 NA NA NA CapApp 52.69 0.48 1.6 42.8 IVA Funds: FAMValue n 84.67 0.11 1.7 26.2 IntlGrwZ 18.88 0.29 1.6 33.5 AMgr85% n 24.19 0.39 2.9 33.8 SAIIntlMinVolInd 10.87 0.04 0.6 5.6 MO TF A1 p 11.99 0.01 0.0 13.6 Gateway: DiscEqui 17.78 0.32 2.2 49.4 Intl I r 15.50 0.05 2.0 -5.0 Federated Hermes A: Fidelity Advisor I: AstMgr30R n 12.47 0.08 0.9 21.7 SAILTTreBdIdx 11.72 -0.01 -3.7 32.5 NC TF A1 p 11.80 0.02 0.1 12.5 GatewayA 37.03 0.32 0.8 12.9 Div&Grwth 22.68 0.03 2.2 27.4 WorldwideA t 16.84 0.06 2.1 2.5 EqIncA p 23.64 -0.17 2.0 10.1 BalancI 27.27 0.39 2.4 43.1 Balanc n 28.98 0.41 2.5 43.7 SAISm-MidCap500I 14.94 0.20 5.5 41.8 NJ TF A1 p 11.61 0.02 0.3 13.2 GE Elfun/S&S: IntlOpp 20.17 0.32 3.0 18.4 WorldwideI r 16.93 0.06 2.1 3.3 FdShInToRetA 10.74 0.00 0.0 10.8 BiotechI 38.37 0.46 5.4 55.5 BalancedK 28.98 0.41 2.5 44.1 SAIUSMinVolIndFd 16.41 0.12 -0.5 37.1 NY TF A1 p 11.39 0.02 0.1 13.2 RSPIncm n 12.31 -0.01 -0.7 17.6 MidCap 45.60 0.72 5.0 53.4 Ivy Funds: FedMunULA pn 10.05 0.00 0.0 3.7 ConsvIncmMuni I 10.06 0.00 0.0 4.3 BluCh n 172.88 6.98 6.0 114.6 SAIUSQtyIdx 16.29 0.42 1.2 49.6 OHInsTF A1 p 13.16 0.02 0.0 13.3 RSPUSEq n 67.61 1.20 1.8 52.1 SmallCo 29.55 0.84 7.7 107.5 AssetStrA p 24.23 0.17 1.1 24.4 KaufmannA p 7.46 0.17 3.9 69.5 DivIntl 30.38 0.46 2.5 27.5 BluChpGr K6 25.65 1.05 6.0 112.1 SCEnhIdx n 17.00 0.37 10.4 33.2 OR TF A1 p 11.93 0.02 -0.1 12.8 Tax Ex n 11.66 0.02 0.1 13.7 SmCpGrwth 40.69 0.78 6.7 61.7 AssetStr I r 24.62 0.17 1.1 25.3 KaufmnLCA p 34.75 0.94 1.0 66.8 EqGrI 18.76 0.71 4.6 87.4 BluChpGrK 173.41 7.00 6.0 115.2 SmallCap nr 21.99 0.46 6.6 33.8 PA TF A1 p 10.05 0.02 0.1 11.9 Trusts n 73.01 1.59 2.0 55.6 Stock 94.03 -0.34 -1.6 37.4 BalancedA p 26.50 0.18 1.5 30.8 KaufmnSCA p 67.19 NA NA NA FAInvGrdI 8.51 0.00 -0.8 20.1 CALmtTrmTFB n 10.87 0.00 0.0 8.3 SmCapDisc n 25.46 0.37 5.8 19.3 US Gov A1 p 6.07 -0.01 -0.2 9.9 GMO Trust Class III: TotRetBd 11.90 0.01 -0.7 20.0 CoreEqA t 17.37 0.29 2.7 44.9 MunStkAdvA p 14.22 0.04 1.1 14.7 FAJpFdClI 20.45 0.17 2.1 28.6 CAMun n 13.44 0.02 0.1 13.9 SmlCapO n 17.23 0.32 7.5 43.7 Utils A1 p 19.53 -0.12 -0.8 32.6 EmgCntryDt r 26.08 0.07 -1.4 13.5 UltraShBd 10.10 0.00 0.1 6.0 EmgMktEqFdI 31.04 0.67 9.2 37.2 StrValDivA p p 5.12 -0.02 2.2 1.7 FF2030 16.10 NA NA NA Canad nr 54.05 -0.50 0.8 11.6 SmlCpGrth nr 36.95 1.00 8.5 80.6 Franklin Templeton: Quality 26.04 0.45 1.7 49.6 Heartland Funds: GlGrFundClA p 55.78 0.81 2.7 33.9 UltraShortA pn 9.23 0.00 0.2 6.8 FF2040 17.51 NA NA NA CapAp n 43.80 1.31 4.9 61.2 SmlCpGrth K6 21.50 0.58 8.7 82.2 TgtGro A p 20.07 0.25 2.2 27.8 GMO Trust Class IV: Val Inv n 46.63 0.73 7.8 22.3 HiIncA p 7.10 0.00 1.4 13.9 Federated Hermes C: FltRatel 9.36 0.00 1.3 11.0 CapDevO n 17.32 0.09 3.5 26.4 SmlCpVal nr 18.37 0.19 8.4 19.9 TgtModA p 16.41 0.15 1.5 23.2 EmgCntrDt 26.04 0.08 -1.3 13.7 Hennessy Funds: HiIncI r 7.10 0.00 1.4 14.6 StraValDivC p 5.13 -0.02 2.2 -0.5 GrOppI 164.60 6.65 6.1 169.4 ChinaReg n 62.32 2.63 12.0 70.5 Srs1000ValIndRet 13.56 -0.02 2.6 17.1 FrankTemp/Frank Adv: IntlEq 23.42 0.15 3.4 2.5 FocInv 61.91 0.89 0.6 23.5 IntlCorEqI r 19.34 -0.07 2.9 2.1 Federated Hermes Int: HiIncAdvI 11.39 0.05 1.7 21.0 CnvSc n 42.38 0.62 6.0 84.5 SrsBlChGroRetail n 17.81 0.67 6.2 123.7 CA HY Adv t 11.40 0.02 0.5 17.2 Quality 26.10 0.45 1.7 49.8 JapanInst 50.73 0.49 1.9 34.7 LgCpGwthA p 29.01 0.91 0.2 68.0 GloFinI 42.25 0.55 2.8 12.5 HthCarI r 74.05 1.25 6.0 63.3 Contra n 17.21 0.66 2.6 60.0 SrsCommStrt 4.64 -0.08 1.1 -7.7 CA IntAdv 12.22 0.00 0.0 10.6 GMO Trust Class VI: Homestead Funds: LgCpGwthl r 31.10 0.98 0.3 69.6 InsHiYld r 9.98 -0.01 0.4 18.2 IntlGr 18.85 0.29 1.6 33.0 ContraK 17.24 0.65 2.6 60.3 SrsEmrgMkt 27.03 0.69 8.3 35.7 CA TF Adv t 7.79 0.01 0.0 16.3 EmgMkts r 37.36 0.63 7.8 12.8 ShtTmBd n 5.32 0.01 0.0 11.5 LtdTrmI r 11.10 -0.01 0.0 10.0 MDTSmCIS 25.47 0.26 8.9 25.5 IntlSmCp 31.42 0.30 1.9 9.3 CorpBd n 12.84 -0.02 -1.0 23.4 SrsGlobal 14.94 0.20 4.2 13.7 CvtScAdv 29.39 0.44 3.9 88.8 Quality 26.04 0.45 1.7 50.0 Value n 48.38 0.12 2.3 25.1 MidCapI 42.85 0.78 5.3 104.2 TtlRtnBdI 11.50 0.00 -0.5 19.5 LmtdTrmBdFd 11.96 0.01 -0.1 12.5 CpInc nr 10.90 0.06 1.9 23.4 SrsGroCoRetail 24.20 0.85 6.3 123.0 Dynat Adv 153.06 5.55 5.7 116.3 Goldman Sachs A: Hotchkis and Wiley: MdCpGwthA p 38.68 0.70 5.3 101.8 Federated Hermes IS: MuniIncI r 10.90 0.01 0.3 13.1 DisEq n 52.48 1.21 1.1 47.0 SrsIntlGrw 18.07 0.28 1.6 37.5 Fed TF Adv 12.33 0.02 0.2 14.6 CapGr 29.09 0.59 1.9 50.3 HiYldI 11.36 0.03 1.0 10.2 MuniHighIncA t 5.08 0.00 0.4 12.2 IntEq IS p 31.57 0.60 4.5 28.1 MuniIncome 13.63 0.02 0.4 NS DivGrowK 32.09 0.48 3.6 20.1 SrsIntlSmCp 20.83 0.15 1.5 27.6 FedIntAdv 12.41 0.01 0.1 10.8 HYMuni p 10.54 NA NA NA ScTechA p 94.62 4.09 5.9 90.1 KaufmnIS 7.69 0.18 4.1 72.2 NwInsghtI 38.79 1.48 2.9 47.4 DivGth n 32.14 0.48 3.6 19.8 SrsIntlVal 10.39 0.00 3.0 1.3 GrOpAdv p 59.52 1.55 0.9 82.2 Muni 16.73 NA NA NA I ScTechI r 108.24 4.68 5.9 91.3 KaufmnSCI 68.66 NA NA NA REIncmInst 11.87 0.11 1.2 19.0 DivIntl n 48.82 0.67 2.4 26.3 SrsSmCapDiscRet 13.14 0.18 5.8 26.4 Growth Adv t 138.22 3.05 1.8 61.0 Goldman Sachs Inst: SmCapGrA t 23.18 0.67 8.7 70.3 CorpBondFdIS 9.97 -0.01 -0.7 21.0 SmCapGrwI 37.06 1.01 8.6 80.5 DivIntl K6 14.08 0.19 2.5 27.3 STBF n 8.78 0.00 0.1 9.7 HY TF Adv 10.46 0.02 0.9 17.8 CoreFix 11.18 0.00 -0.9 20.0 ICM Small Company: SmCapGrI r 33.33 0.96 8.7 72.2 FdShinToRetI 10.74 0.01 0.1 11.6 StrInI 12.82 0.02 0.4 15.8 DivIntlK r 48.72 0.67 2.4 26.8 StkSelSmCp n 33.05 0.67 8.0 49.6 IncomeAdv 2.31 0.00 1.8 13.2 EmgMEq 33.19 NA NA NA ICMSmCo 32.02 0.36 8.1 16.3 GovUltra 9.96 0.00 0.0 5.5 Total Bd 11.23 0.00 -0.5 19.4 DivStkO n 33.26 0.85 3.9 49.0 StkSlcACap n 58.60 1.11 3.1 46.2 RisDv Adv r 80.59 -0.06 0.6 38.1 Gr 41.85 1.55 3.9 58.5 IFP US Equity Fund: J KaufmnLCIS 36.00 0.98 1.0 68.1 Fidelity Advisor M: Emerg Asia nr 76.38 4.32 11.8 103.2 StratDivInc n 16.59 0.11 2.4 29.6 SmCpGrAdv p 32.83 0.78 8.0 87.8 HYMuni 10.54 NA NA NA IFP US EquityFd 19.81 NA NA NA ShIntDurMuInst 10.39 0.00 0.1 6.7 Balanced p 27.03 0.39 2.4 40.9 EmrgAsiaI r 75.71 4.32 12.0 103.8 StrDivIncI 16.53 0.10 2.4 29.5 SmCpValAdv t 57.32 0.56 7.3 21.0 Int 14.35 NA NA NA INVESCO A Shares: Janus Henderson: StraValDivIS 5.15 -0.03 2.2 2.5 EqGr p 16.10 0.61 4.6 84.6 EmrgMktK r 48.99 1.37 7.2 46.5 TaxFrB nr 12.20 0.03 0.5 16.2 StrInc Adv p 9.55 0.02 0.2 10.6 Muni 16.72 NA NA NA AmValA 36.54 -0.23 4.8 8.4 Balanced C 40.66 0.52 0.5 33.1 UltraShortI 9.23 0.00 0.2 8.1 EqIn p 30.36 -0.19 2.3 11.5 EmrgMktsDebt 9.41 0.01 -1.1 8.7 TotalBond n 11.25 0.00 -0.5 19.6 USGovAdv p 6.09 -0.01 -0.2 10.4 ShDuTF 10.85 NA NA NA Invesco Fds Investor: Balanced S 41.12 0.53 0.5 35.3 ShtlncIS 8.72 0.00 0.1 10.3 GrOppM p 148.60 6.00 6.1 165.4 EmrMkt nr 48.97 1.37 7.2 46.0 TotalBond K6 10.47 0.00 -0.5 19.8 Utils Adv 19.71 -0.13 -0.8 33.2 SmCapVa 59.67 0.47 7.4 12.1 DivrsDiv n 20.25 -0.05 1.5 14.6 Balanced T n 41.21 0.54 0.6 36.4 FedMuniUl A 10.05 0.00 0.0 4.7 NwInsghtM p 35.82 1.36 2.9 45.2 GlHltCr pn 46.65 0.49 3.6 49.5 Contrarian T n 27.61 0.23 3.0 69.9 Federated Hermes R: SmllCapM p 26.28 0.54 7.6 32.0 Tech n 70.48 2.80 4.3 87.8 Enterprise Inst 96.52 0.89 2.5 55.1 KaufmnR r 7.48 0.17 3.9 69.5 StkSelMC 41.59 0.23 5.1 32.0 Invesco Funds A: Enterprise T n 159.77 1.46 2.5 54.7 Federated Hermes R6: StrInM p 12.64 0.02 0.4 15.1 NOTICE TO READERS: 500InxA p 40.90 0.78 2.3 41.4 FlxBnd T n 11.31 -0.01 -0.8 19.9 FedInstHYBondL 9.98 -0.01 0.3 18.2 Fidelity Advisor Z: ActiveAllA 15.24 0.21 3.7 24.2 Forty S 46.49 1.66 1.4 79.0 KaufmnSCL n 68.13 NA NA NA CorporateBond 12.83 -0.02 -1.1 NS Sign up for the Weekly Market Lab Newsletter: barrons.com/newsletters AMTFrNY p 12.05 0.02 0.4 22.5 GlbEqIncA 6.83 0.02 3.2 2.6 StrValL 5.15 -0.03 2.2 2.6 EmMkt Z 39.43 0.72 8.5 41.5 BalancedRiskAllA 11.38 -0.02 1.6 17.0 GlbResch T nr 99.90 1.50 2.5 38.3 TtlRtnBdL 11.50 0.00 -0.4 19.6 FloatRateHighInc 9.36 0.00 1.2 NS Please visit the new Market Lab home page on barrons.com under Data. CapApprA p 75.21 2.53 2.5 66.7 GblResh Inst 65.19 0.98 2.5 38.7 Fidelity: GovtIncome 10.87 0.01 -0.7 NS Chart 18.21 0.34 3.1 29.3 GlbSel T n 18.16 0.20 3.7 30.1 500IdxInstPrem n 133.24 2.56 2.4 43.6 GrOpp 166.35 6.73 6.1 170.4 www.barrons.com/market-data/market-lab CmstA 25.40 -0.24 4.7 7.7 GlLifeSci T nr 73.36 0.85 3.3 61.6 BalancedK6 13.45 0.20 2.4 NS IntCpAp 30.43 0.66 3.2 38.8 CoreBdA p 6.97 0.00 -0.6 18.5 GlTech T nr 55.81 2.55 4.2 112.4 M30 BARRON’S January 25, 2021

Mutual Funds Data provided by

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. Grw&Inc T n 66.05 1.00 2.4 32.5 SR2030 I 21.15 NA NA NA TRBd 11.40 NA NA NA Munder Funds: OsterweisStrInc n 11.39 0.00 0.4 13.9 ComPLUSStrtgyFd 5.20 NA NA NA TFSI n 5.75 0.00 0.1 8.3 TMUSMdSmCp 36.63 NA NA NA MdCpVal T n 16.14 -0.11 2.5 10.8 TxAwEq 41.74 NA NA NA Mairs&Power: MndrIntlSmCpInv r 16.67 0.18 2.2 14.2 DivInc 11.33 0.01 -0.6 18.1 TotIndex n 43.25 0.81 3.1 44.1 TxMngUSLgCp 57.78 NA NA NA Resh T n 65.20 2.34 1.5 66.2 USEquity 19.73 NA NA NA MairsPwrBal n 107.11 1.12 1.8 27.7 Munder Funds Cl Y: PQ GNMAGvtSec 11.46 NA NA NA U.S.EqResch n 37.39 0.73 2.0 45.4 USSmCpEq 33.72 NA NA NA SCVal T n 22.42 0.18 5.6 4.9 USLgCpCorPls 24.69 NA NA NA MairsPwrGr n 140.04 2.78 2.9 40.9 MndrSCVClY p 38.57 0.18 7.9 5.1 HiYldMuniBd 9.73 0.02 1.0 20.9 USLrgCpCore n 31.02 0.42 1.2 38.9 Rydex Dynamic Fds: Venture T n 106.36 2.16 5.1 59.8 USRechEnhEq 32.89 NA NA NA Marsico Funds: Mutual Series: PACE Funds Cl P: Income 12.13 NA NA NA USTInter n 6.15 0.01 -0.6 16.9 NasdaqStratH p 355.14 28.82 7.2 184.7 Jensen I : ValAdv 36.92 NA NA NA Focus pn 26.04 0.88 1.2 86.0 BeacnZ n 16.82 0.12 2.1 16.7 IntlEqty P 17.69 0.13 3.3 10.8 IntlBdUSH 11.08 NA NA NA USTLg n 12.06 -0.01 -3.7 31.3 Rydex Investor Class: Jensen I 55.05 0.81 -0.7 47.1 JPMorgan Inst Class: Mass Mutual: GlbDiscA 29.07 -0.09 3.4 4.1 LgGrEqty P 27.68 0.79 2.4 70.2 InvstGrCrBd 11.16 0.00 -1.0 20.1 VABond n 12.49 0.01 0.1 13.5 NasdaqInv n 64.81 2.71 3.7 91.3 JensenQualGrJ n: ValAdv L 36.94 NA NA NA SelBluChipGroClI 30.56 1.02 1.8 65.3 GlbDiscz n 29.74 -0.10 3.4 4.8 LgVEqty P 21.67 -0.13 3.2 4.7 LowDurInc 8.70 0.01 0.4 13.6 Value n 42.92 0.37 4.9 26.0 JensenQualGrJ n 55.07 0.81 -0.7 46.0 JPMorgan R Class: MassMutual Premier: QuestA t 13.30 -0.04 1.6 -0.3 StraFxd P 14.38 -0.02 -0.6 19.5 LwDur 9.95 0.00 0.0 8.6 Price Funds - Adv Cl: S John Hancock: CoreBond 12.22 NA NA NA CoreBdI 11.22 0.02 -0.3 19.4 QuestZ n 13.52 -0.04 1.6 0.5 Pacific Life Funds: RealRtn 12.32 NA NA NA BlChip p 165.74 6.53 2.3 66.5 500Index1 44.08 0.84 2.3 42.4 CorePlusBd 8.69 NA NA NA MassMutual Select: SharesZ n 26.06 -0.09 2.9 5.3 PortOptModAggClA p 15.21 NA NA NA ShtTm 9.84 0.00 0.1 6.9 CapAppA p 33.73 0.17 0.1 42.4 Schwab Funds: BondI 16.67 0.01 -0.6 19.5 HighYld r 7.18 NA NA NA BlackRockGlAllCi 12.87 NA NA NA PortOptModClA r 14.19 NA NA NA TotRt 10.53 0.00 -0.5 17.6 Growth p 97.47 4.92 3.3 68.5 1000 Inv nr 85.79 1.59 2.7 46.2 BondR6 16.70 0.01 -0.5 19.9 LimDurBd 10.21 NA NA NA BlChpGrR5 30.49 1.02 1.8 64.8 N Palmer Square: PIMCO Funds Instl: MCapGro p 112.57 1.43 3.6 54.6 Balanced n 17.91 0.29 1.9 30.0 CapApprNAV 21.34 0.78 3.3 96.4 MtgBckd 11.55 NA NA NA IdxEqI 18.96 0.36 2.4 43.2 Income Plus 10.06 NA NA NA ComPLUSStrtgyFd 5.23 NA NA NA R2020A p 23.00 0.24 2.0 25.9 CoreEq n 24.82 0.52 2.8 28.1 ClassicVal I 32.95 -0.48 4.8 -0.4 ShtDurBnd 11.17 NA NA NA IndxEqR4 n 18.34 0.35 2.3 41.0 Nationwide Fds R6: Parnassus Fds: DynamicBd 10.85 0.01 0.5 13.0 R2030A p 28.92 0.40 2.7 30.1 DivEqSel n 14.55 0.00 3.8 3.6 DispVal I 21.66 -0.06 4.4 10.6 SmCpEqR5 72.97 NA NA NA MCGrEqIII 29.24 0.36 3.5 57.5 BdIdxR6 11.71 NA NA NA ParnEqFd n 54.61 0.86 1.8 53.0 GNMAGvtSec 11.46 NA NA NA R2035 21.76 0.34 3.1 31.8 FunIntlLgInst nr 9.57 0.05 4.1 4.1 DispValMdCpR6 24.21 -0.09 3.9 16.7 SmCpVal 29.32 NA NA NA MCpGrEqIIS 28.86 0.36 3.5 57.0 IntIdxR6 8.75 NA NA NA Parnsus n 62.30 0.86 1.4 46.3 IncomeFd 12.13 NA NA NA R2040A p 31.14 0.53 3.4 33.5 FunUSLgInst nr 19.08 0.15 4.3 28.7 DispValR6 21.70 -0.06 4.4 11.0 USEqR5 19.78 NA NA NA PIMCITRetI 10.25 0.00 -0.7 19.7 MidCapIdxR6 18.22 NA NA NA Pax World Fds: InflRespMulAsset 8.98 NA NA NA Ret2045-A p 21.59 0.38 3.6 34.5 HlthCare n 27.16 0.32 4.2 34.5 GblShrhYldI 11.32 0.00 2.0 6.9 USRechEnhEq 32.84 NA NA NA Matthews Asian Funds: Nationwide Fds Serv: SustAll Inv n 26.87 0.24 1.9 32.7 RAEPLUSIntl 7.35 NA NA NA Ret2050-A p 18.22 0.32 3.6 34.5 InflProSel n 12.34 0.06 0.2 19.7 IntlGrwI 38.72 1.42 5.4 35.7 JPMorgan R5 Class: AsiaDivInv nr 24.00 0.67 6.1 27.4 IDAggr p 9.97 NA NA NA Paydenfunds: RAEPLUSSml 11.11 NA NA NA Price Funds-RCl: IntI Sel nr 22.55 0.22 2.5 10.4 MdCpIdxI 22.79 0.36 6.8 28.4 SR2020 R5 18.77 NA NA NA AsiaGroInv nr 44.06 2.09 11.7 62.9 IDMod p 10.07 NA NA NA CoreBd n 11.08 0.00 -0.6 15.2 Pioneer Funds A: BlChipR p 158.31 6.23 2.3 65.2 IntlMstr nr 29.06 0.77 4.1 23.8 Science&TechI 43.93 1.47 4.9 109.3 SR2030 R5 21.21 NA NA NA Asian G&I Inv nr 19.11 0.36 5.9 24.7 IDModAggr p 10.17 NA NA NA HiInc n 6.81 0.00 0.7 21.8 AMTFreeMuniA p p 15.61 0.03 -0.5 17.3 ExtIndex nr 39.81 0.69 7.2 54.3 MT AllEq n 20.60 0.28 3.8 24.1 TotalStkMktIdxI 27.15 0.53 3.4 45.0 SR2040 R5 24.43 NA NA NA AsiaInnovInv n 30.67 1.97 14.9 112.6 Natixis Funds: LowDur n 10.19 0.00 0.2 9.1 BondA 10.18 0.00 -0.3 17.6 GrowthR p 93.55 4.72 3.3 67.2 MT Bal n 19.71 0.18 2.0 22.7 VolGrw1 12.38 0.17 2.9 8.5 SRIncome R5 17.64 NA NA NA ChinaInv n 31.06 2.26 15.0 53.0 InvGradeBdA p 11.60 0.01 -0.4 19.4 LtdMat n 9.53 0.00 0.1 7.0 CoreEqA 22.78 0.18 1.0 37.7 R2020R p 22.73 0.23 2.0 25.0 MT Gro n 24.68 0.29 3.0 24.2 John Hancock Class 1: JPMorgan Select Cls: DLStrIncmR 31.00 2.25 15.1 53.8 InvGradeBdY 11.61 0.01 -0.4 20.2 Pear Tree: DiscGrA 18.62 0.36 0.5 61.1 R2030R p 28.62 0.39 2.7 29.1 S&P Sel n 58.77 1.13 2.4 43.6 BlueChipGrw 57.29 2.27 2.3 66.6 SmCpGrL 32.67 NA NA NA IndiaInv nr 26.80 0.10 1.9 2.4 LSGrowthY 23.43 0.63 1.3 59.7 ForeignVal I r 23.02 0.05 3.1 4.7 EqIncA 37.01 0.02 3.3 12.5 R2040R p 30.87 0.52 3.4 32.4 SmCp Sel nr 37.47 0.79 9.9 41.2 CapAppr 21.24 0.78 3.4 96.1 JapanInv nr 26.01 0.32 2.9 24.9 USEqOppsA 39.92 0.60 2.3 42.7 PearValR6 11.80 0.03 3.1 5.0 HighIncMuniA 7.39 0.02 0.9 15.9 Ret2025-R p 19.45 0.23 2.3 27.2 SmCpEqSel nr 20.48 0.46 9.8 16.3 LSAggr 16.78 0.29 4.4 32.9 L PacTigerInv nr 38.13 1.30 9.1 31.1 Neuberger Berman Fds: PearValSCapInst 15.09 -0.05 1.3 1.7 MdCapVa 24.35 0.10 3.9 3.5 Ret2035-R 21.46 0.33 3.0 30.8 Trgt2020 nr 15.25 NA NA NA LSBalncd 15.68 0.16 2.4 27.2 MergerFundThe pn: EmgMktInst 24.70 0.39 6.4 11.6 Perm Port Funds: PioFdA 35.29 0.38 2.2 53.0 Ret2050-R 18.02 0.32 3.6 33.4 Trgt2030 nr 17.35 NA NA NA LSConserv 13.68 0.04 0.4 18.6 Laudus Funds: MergerFundThe pn 17.66 0.04 1.3 19.8 EqIncInst 13.61 0.07 2.3 17.6 Permanent n 47.06 0.31 2.5 30.5 SelMCGrA 57.85 1.29 6.4 73.8 PRIMECAP Odyssey Fds: Trgt2040 nr 18.50 NA NA NA LSGwth 16.37 0.23 3.5 30.4 USLgCpGr nr 29.60 1.14 1.4 74.1 Meridian Funds: GenesInst 74.45 0.90 5.9 53.1 PGIM Funds Cl A: StratIncA p p 11.39 0.02 -0.1 16.3 AggGrowth nr 58.82 1.76 9.6 48.9 TSM Sel nr 68.61 1.30 3.2 45.9 LSModer 14.25 0.09 1.3 22.6 Lazard Instl: Growth n 50.87 0.99 5.9 49.7 HiIncBdInst 8.75 -0.01 0.3 17.9 2020FcA 18.25 0.50 4.2 53.5 Pioneer Funds Y: Growth nr 46.45 1.30 9.5 38.7 TxFrBd n 12.21 0.01 0.1 12.9 MidCapStock 27.34 0.60 4.5 116.6 EmgMktEq 18.90 -0.01 4.8 -4.7 Value n 44.55 0.61 6.9 41.7 IntrinsicValInst 21.24 0.35 8.9 47.7 Balanced 17.74 NA NA NA AMTFreeMuniY 15.55 0.03 -0.4 18.1 Stock nr 37.13 0.36 5.7 27.9 USSmCoIdx nr 16.28 0.18 8.1 23.2 RetCho2015 11.72 0.03 0.0 17.2 GlbLstInfr 14.30 -0.20 -2.4 9.3 Metropolitan West: LgShInst 16.55 0.10 -0.4 22.2 HighYield 5.54 NA NA NA BondY 10.09 0.01 -0.2 18.9 Principal Investors: Segall Bryant & Hami: RetCho2025 12.74 0.06 0.5 21.2 IntlEq 20.38 0.04 1.8 9.5 HiYldBdI 10.69 -0.01 0.5 24.6 MidCapGroR6 21.33 0.51 5.9 73.3 JennBlend 25.51 0.62 5.8 48.7 SelMCGrY 64.56 1.43 6.4 75.1 CapApprA p 56.71 1.10 2.4 46.5 PlusBd n 11.18 -0.01 -0.6 18.2 RetCho2030 13.89 0.11 1.0 24.5 IntStrtEq r 17.01 0.05 1.1 13.9 IntmBdI 10.89 0.00 -0.1 16.5 MultCpOptyInst 15.41 0.22 1.1 32.3 JennGrowth 60.89 2.22 3.3 94.5 StratIncY p p 11.39 0.02 0.0 17.6 ConBalA p 13.08 0.08 1.1 19.8 SEI Portfolios: RetCho2035 14.66 0.17 1.9 27.0 USEQ Concen Inst 18.28 0.14 1.3 29.3 LowDurBdI 8.93 0.01 0.2 10.0 StrIncInst 11.48 -0.01 0.2 16.7 JennHealthSci 52.86 0.64 5.8 58.0 Price Funds: EqIncIA p 36.35 0.06 2.4 26.3 CoreFxIn F 11.71 -0.01 -0.9 18.6 RetCho2040R4 15.01 0.19 2.3 28.2 Lazard Open: TotRetBd n 11.11 0.00 -0.6 18.9 SustainableEqIns 43.08 0.31 2.1 36.2 JennMidCapGrowth 22.14 0.30 4.8 77.7 2050RetFd n 18.42 0.32 3.6 35.4 FlIncA p 12.99 0.05 0.5 17.1 EMktDbt F 10.52 0.00 -1.3 4.8 RetCho2045 15.33 0.21 2.6 29.1 IntlStrEq n 17.17 0.06 1.1 13.0 TotRetBdI 11.11 0.01 -0.6 19.7 Neuberger Berman Inv: JennSmallCompany p 25.02 0.28 7.6 45.1 Balnanced n 27.78 0.35 2.0 29.2 HiYld IN 9.43 0.01 0.5 14.2 HiYld F 6.86 NA NA NA RetCho2050R4 13.71 0.20 2.7 29.5 Legg Mason A: TRBdPlan 10.42 0.01 -0.6 20.0 Focus n 30.09 0.81 1.1 39.0 JennUtility 16.24 0.03 1.6 40.5 BdEnhIdx nr 11.65 0.00 -0.6 17.9 InfPro IN 9.48 0.04 0.2 18.8 IntlEmg F 15.45 0.30 7.2 14.4 RetLiv2025 11.23 0.12 2.1 28.0 GrowFdClA 17.39 NA NA NA UnconstrBdI 12.03 0.01 0.2 13.0 Genes n 74.52 0.90 5.9 52.3 NationalMuni 15.33 0.03 0.4 13.4 BlChip n 169.35 6.68 2.3 67.8 LgCpStA p 22.08 0.42 2.3 41.8 IntlEq F 13.03 0.11 2.9 10.8 RetLiv2030 11.77 0.15 2.6 30.4 Legg Mason I: MFS Funds Class A: Guard n 23.96 0.59 1.8 64.8 ShrtTermCorpBond 11.41 0.00 0.0 12.7 CA Bond n 11.93 0.02 0.2 13.6 LgIndxI 22.07 0.43 2.4 43.0 IntMuni F 12.25 0.02 0.3 13.6 RetLiv2035 12.39 0.19 3.2 32.2 IntlGrTrI 70.26 NA NA NA AgGrAlA p 28.55 0.26 1.9 35.5 IntlEqInst r 15.19 0.19 1.9 17.6 TotalReturnBond p 14.98 NA NA NA Communica&Tech n 185.41 8.35 2.7 94.3 LgIndxJ tn 21.82 0.42 2.3 42.2 LgCapGr F 46.83 NA NA NA RetLiv2040 12.70 0.22 3.8 34.1 OpporTrI 49.12 1.66 12.3 74.1 BondA p 15.56 -0.02 -1.2 22.7 LCVal n 38.25 -0.50 5.1 42.7 PGIM Funds Cl C: CorpInc n 10.17 -0.01 -0.9 19.8 LT2020 In 14.65 0.12 1.2 23.4 LgCVal F 24.38 NA NA NA RetLiv2045 12.54 0.23 4.1 35.0 CoEqyA 41.79 0.85 2.4 46.6 TotalReturnBond 14.97 NA NA NA DivGro n 60.41 0.34 0.7 42.0 LT2020J tn 14.56 0.11 1.2 22.8 Longleaf Partners: MdCpGrInv n 21.10 0.50 5.9 71.8 LT2030In 15.90 0.16 1.8 26.8 MgdVol F 17.64 NA NA NA John Hancock Funds A: Intl n 17.73 0.06 2.0 6.8 ConAllA p 17.65 0.08 0.5 25.2 Neuberger Berman Tr: PGIM Funds Cl Z: DvsfMCGr n 47.99 0.95 4.2 73.2 S&P500 F 82.46 NA NA NA BalA 24.71 0.30 1.4 30.2 Growth A p 152.26 5.29 1.1 73.8 GlobalRealEstate 22.67 0.29 0.0 14.4 EmgMktB n 11.42 0.03 -1.2 6.4 LT2030J tn 15.85 0.16 1.8 26.3 Partners n 22.66 -0.24 4.3 3.3 Genes n 74.46 0.89 5.9 52.0 LT2040I 17.27 0.22 2.5 30.3 ShtGov F 10.56 0.00 0.0 8.1 BondA p 16.67 0.01 -0.6 18.5 Sm-Cap n 25.07 -0.25 5.1 16.6 GlEqA 52.72 -0.01 -0.1 27.3 GenesisFdR6 74.37 0.90 5.9 53.5 HighYield 5.56 NA NA NA EmMktS n 58.27 0.92 6.4 24.0 TaxMgdLC F 31.13 NA NA NA DispVal 22.46 -0.06 4.4 9.9 GlTotA p 19.04 -0.01 1.2 17.6 JennGrowth 67.35 2.46 3.4 96.3 EqInc n 32.24 -0.13 3.2 13.9 LT2040J tn 17.10 0.22 2.5 29.7 Loomis Sayles Fds: New Covenant Funds: LT2050I 17.70 0.24 2.7 31.3 TaxMgdSmMdCp F 25.57 NA NA NA DispValMdCp 23.17 -0.09 3.9 15.5 HiInc 6.20 0.00 1.0 9.8 GrAllA p 24.46 0.20 1.5 32.9 Growth n 53.45 0.99 3.1 42.7 JennHealthSci 61.13 0.74 5.8 59.4 EqIndex n 101.49 1.94 2.3 42.9 Selected Funds: FunLgCpCorA p 62.06 1.50 3.8 36.9 GvScA p 10.32 0.00 -0.5 13.7 JennMidCapGrowth 27.81 0.37 4.8 79.3 Europe n 25.19 0.60 2.7 21.1 MdGrIII Inst 15.78 0.24 2.8 70.0 LSBondI 13.53 -0.01 -0.4 9.1 Nicholas Group: MidCpBldA 34.78 0.13 -0.9 48.6 AmShD n 42.63 0.37 5.3 25.4 InvGrBdA 11.12 0.00 -0.5 17.6 LSBondR pn 13.46 -0.01 -0.4 8.4 HiInA p 3.45 0.00 0.2 15.2 Nch II I 32.53 0.32 3.1 46.6 TotalReturnBond 14.93 NA NA NA FinSvcs n 28.25 -0.44 5.0 21.7 AmShS pn 42.53 0.37 5.2 24.2 IntlGrw 38.62 1.42 5.3 34.5 IntGrA t 43.22 0.39 1.8 30.3 PIMCO Fds Admin: GlbGr n 44.64 1.53 5.1 71.8 PreSecI 10.49 0.03 0.2 17.7 LSCorBndA p 13.91 0.01 -0.6 18.6 Nich n 77.62 1.25 0.7 48.9 PtrLGI In 20.75 0.67 1.6 78.5 Sequoia: LifeAggr 16.87 0.28 4.4 31.4 LSFixIncl 13.20 -0.01 -0.1 15.0 IntlDvFdA t 24.15 0.19 2.2 25.0 Northern Funds: RealRetAd p 12.32 NA NA NA GlbStk n 67.86 1.21 3.1 89.0 SequoiaFd n 176.62 4.26 4.1 51.1 LifeBal 15.81 0.16 2.4 25.9 IntlIntVA t 51.84 0.23 0.2 31.4 TotRtAd p 10.53 0.00 -0.6 17.0 GlbTech n 29.33 1.27 7.4 108.8 PtrLV In 17.72 -0.05 2.5 19.3 LSStrIncA p 14.02 -0.01 -0.1 7.1 ActMIntlEq nr 12.58 0.13 3.0 15.6 RealEstSecI 26.26 0.36 0.6 26.7 Sit Funds: LifeConsv 13.71 0.04 0.4 17.3 SmCpGI 37.81 1.11 8.0 74.3 IntNwDA p 37.01 0.27 0.8 16.1 BdIdx n 11.09 -0.01 -0.8 16.8 PIMCO Fds Instl: GMS-fd n 11.97 0.01 0.2 20.0 MinnTxF n 10.76 0.01 0.2 12.1 LifeGrw 16.46 0.22 3.5 28.9 LtdMA p 6.12 0.00 0.1 10.5 AllAsset 12.84 NA NA NA GNMA n 9.44 -0.01 -0.1 10.8 SAMBalA p 17.25 0.15 1.8 23.7 Lord Abbett A: CAIntTxEx n 11.07 0.01 -0.1 12.8 SAMGrA p 19.65 0.21 2.3 26.7 SmeadFds: LifeMod 14.34 0.09 1.3 21.2 Affiltd p 15.62 0.03 2.5 11.8 MCapA 28.77 0.45 2.0 80.0 EmMktsEqIdx nr 15.08 0.40 7.8 18.4 AllAssetAuth r 8.61 NA NA NA Gr&In n 34.62 0.46 1.1 39.2 SmeadValueInstl 54.52 0.91 7.9 24.0 StrIncA p 6.77 0.00 -0.3 14.0 MCpValA p 26.50 -0.09 3.7 19.9 CommodtyRR 6.14 NA NA NA Growth n 100.15 5.06 3.3 69.9 StrGrw A p 21.42 0.29 2.8 30.3 USGlobLdrs 63.02 1.20 0.3 74.8 BdDeb p 8.49 0.04 1.1 17.4 MIGA p 37.75 0.72 0.7 63.0 FixIn n 10.77 -0.01 -0.5 17.1 HelSci n 105.38 1.19 6.6 66.7 ProFunds Inv Class: SoundShoreInv n: CalibrDivGr 17.96 0.08 0.6 33.6 GlbREIdx nr 10.22 NA NA NA DivInc 11.33 0.01 -0.6 18.4 SoundShoreInv n 43.86 -0.16 3.7 14.0 John Hancock Instl: MITA p 36.48 0.47 1.9 36.6 EmMktsBd 10.74 0.03 -1.2 15.7 HiYield n 6.66 0.01 0.6 16.4 UltNASDAQ-100 n 81.94 6.64 7.2 181.5 BalancedI 24.68 0.30 1.4 31.4 CoreFxdInc p 11.28 0.01 -0.5 16.5 ModAllA p 20.54 0.13 0.9 29.8 HiYFxInc n 6.80 0.00 0.7 18.0 InstEmMEq 53.01 0.84 6.3 24.5 Putnam Funds: Sprott Funds Trust: DevGt p 34.20 1.38 11.9 155.4 HiYMuni n 9.02 0.02 1.0 15.4 EmrgMktCur&STInv 8.12 -0.01 -0.5 0.9 GoldEq Inv p/r tn 52.39 0.86 -4.4 40.6 DispValMCI 24.22 -0.09 3.9 16.4 MuHiA 8.58 0.03 1.2 17.2 ExtdDur 8.27 NA NA NA InstFLRfd r 9.77 0.00 1.1 12.5 GrOpp R6 57.05 2.28 2.7 85.6 FunLgCpCorI 65.18 1.58 3.8 37.9 FloatRt p 8.39 0.01 1.3 5.9 MuInA p 9.17 0.02 0.7 15.0 IntlEqIdx nr 13.79 0.13 2.5 9.8 InstHiYld 8.84 0.01 0.5 16.7 Putnam Funds Class A: SSgA Funds: FundlEq p 12.51 0.05 3.6 13.3 IntTxExpt n 10.95 0.01 -0.1 12.8 GlblBdOppUSH 10.76 0.01 0.2 14.2 SP500 n 243.17 4.67 2.3 43.3 IncomeI 6.75 0.00 -0.4 14.9 MuLtA 8.43 0.01 0.3 10.6 HiYld 9.07 -0.01 0.1 17.6 LgCapGow I 63.51 3.12 3.8 78.4 CATx p 8.33 0.01 0.2 15.3 StratIncmOppI 11.36 0.01 0.0 13.2 HiYldA t 7.48 0.02 1.1 14.3 NewDA t 38.84 1.05 7.4 106.8 MidCpIdx n 22.37 0.35 6.8 29.5 InstLCCoreGr 66.71 2.63 2.3 68.4 ConvSec 33.86 0.52 4.8 76.7 State Farm Associate: HYMuniBd p 12.76 0.05 1.5 21.5 ShIntTaxFr n 10.48 0.00 0.0 9.0 HiYldMuniBd 9.73 0.02 1.0 21.3 Balan n 85.07 1.25 1.9 31.6 USGlbLdrsGrwI 69.67 1.32 0.3 76.1 ReInA p 22.50 0.21 1.7 19.6 IntlBdUnhedged r 10.69 0.03 -0.3 12.4 LgCpVal 24.46 -0.03 3.6 16.3 DvrIn p 6.85 0.01 0.6 9.6 JPMorgan A Class: IncomeA p 3.02 0.00 -0.2 19.0 RetBdA t 11.52 -0.01 -0.7 18.2 SmCapIdx n 16.80 0.35 9.8 39.7 InstSmCap 32.54 0.60 6.3 65.7 DynAABalA 16.93 0.20 2.1 21.1 Gwth n 104.11 2.07 3.0 37.6 IntrTxFr 11.39 0.01 0.5 14.1 SmCpVal n 21.38 0.27 8.4 7.8 IntlBdUSH 11.08 NA NA NA Muni n 9.01 0.00 -0.2 13.6 CoreBond 12.21 NA NA NA RschA p 51.93 0.95 1.5 42.6 InvGrdCrBd 11.16 0.00 -1.0 20.4 IntDis n 94.63 2.79 4.3 40.7 DynAAGthA 19.49 0.30 3.2 22.9 CorePlusBd p 8.68 NA NA NA MidCapStk 30.46 0.16 5.0 9.1 TechA p 67.12 2.69 2.8 91.4 StkIdx n 42.98 0.82 2.4 43.2 IntEqIdx nr 15.58 0.15 2.5 9.7 EqIn p 27.43 0.00 4.1 24.7 State Street Institu: MultiAstBalOppty 13.52 0.11 3.1 29.6 TxExpt n 11.10 0.02 0.0 14.5 LgTmRlRt 7.94 0.09 -0.7 40.7 SmCapEq (ICL) 20.81 0.34 7.2 35.3 EmMktEq t 46.26 NA NA NA TotRA p 20.70 -0.02 1.2 22.2 LgTrmCrdtBd 13.21 NA NA NA IntlBond n 9.84 0.02 -0.7 12.5 GeorgePutBal 22.73 0.24 1.3 36.0 EqInc p 19.78 NA NA NA MultiAstInc 17.08 0.10 2.3 22.5 UtilA p 23.10 -0.05 1.5 34.1 Nuveen Cl A: LngDurTotRtrn 10.81 NA NA NA IntlStk n 21.86 0.38 3.9 24.1 GlblEqty p 19.70 0.28 3.2 19.7 US Eq (ICL) 15.21 0.27 1.8 51.3 EqIndx p 58.50 NA NA NA ShDurTxFr 15.93 0.01 0.2 7.5 ValueA p 45.32 -0.24 1.0 16.2 AAMunBd p 12.21 0.03 0.5 16.5 LowDur 9.95 0.00 0.1 8.9 IntlValEq n 14.71 0.05 3.4 -1.6 GlbHlthCare p 61.82 0.44 3.8 45.5 State Street V.I.S.: GwthAdv p 31.74 NA NA NA ShtDurIncmA p 4.22 0.00 0.4 10.3 MFS Funds Class C: CAMunBd p 11.72 0.03 0.1 14.4 LowDurInc r 8.70 0.01 0.4 13.9 Japan n 20.63 0.42 2.4 44.6 GrOpp p 53.70 2.15 2.7 83.5 TR V.I.S. Cl 1 17.09 0.18 2.8 14.7 Inv Bal p 16.34 NA NA NA TaxFr p 12.08 0.03 0.7 16.8 GrAllC p 24.00 0.19 1.4 30.0 HiYldMuBd p 17.86 0.05 1.6 19.4 ModDur 10.60 0.01 -0.1 16.0 MCapVal n 31.01 -0.28 4.8 17.6 HiYld A p 5.92 -0.02 0.4 15.3 TR V.I.S. Cl 3 17.03 0.18 2.8 13.8 InvCon p 13.57 NA NA NA TotRet p 10.68 0.00 -0.5 15.6 Growth C t 116.96 4.05 1.1 69.9 IntDMunBd p 9.66 0.01 0.3 13.6 MortgOppBd 11.00 0.00 0.4 13.1 MCEqGr 75.12 0.99 3.7 56.9 Incm p 7.18 -0.01 -0.7 19.5 Sterling Capital Fds: InvG&I p 18.94 NA NA NA ValOpps p 20.47 0.37 6.8 28.0 ModAllC p 20.13 0.13 1.0 26.9 LtdMnBd p 11.39 0.00 0.2 10.5 RAEFndmtlAdvPLUS 9.07 NA NA NA MD Bond n 11.11 0.01 0.2 12.8 IntlEq p 27.41 0.14 2.9 8.9 TotRetBdI 11.27 0.00 -0.6 19.2 InvGrwt p 23.39 NA NA NA Lord Abbett C: ValueC t 44.80 -0.23 1.0 13.7 Nuveen Cl I: RAEPLUS r 6.92 NA NA NA MidCap n 117.14 1.50 3.6 55.9 NYTx p 8.89 0.02 0.3 13.1 LgCpGwth p 61.76 NA NA NA BdDeb 8.51 0.04 1.1 15.2 MFS Funds Class I: HYMunBd 17.86 0.05 1.6 20.1 RAEPlusEMG 11.29 NA NA NA N Asia n 27.29 0.93 8.6 41.4 ShtDurBd 10.27 0.00 0.1 9.9 T MdCpGrw p 44.89 NA NA NA FloatRt p 8.40 0.01 1.4 3.9 BondI 15.54 -0.02 -1.2 23.5 Nuveen Cl R: RealRtnI 12.32 NA NA NA N Inc n 9.88 0.00 -0.4 15.3 SmCapGr p 74.34 2.20 8.3 103.6 MdCpVal p 37.59 NA NA NA ShtDurIncmC t 4.24 0.00 0.1 8.2 ConAllI 17.83 0.09 0.6 26.1 CAMunBd 11.73 0.02 0.1 15.0 RERRStg 8.45 NA NA NA NAmer n 69.99 2.08 2.4 88.4 StDurInc 10.09 0.00 0.0 6.0 TCU ShtDur : ShrtDurBd p 11.16 NA NA NA Lord Abbett F: Growth I 163.62 5.69 1.1 75.0 IntDMunBd 9.69 0.01 0.3 14.3 ShortT 9.84 0.00 0.1 7.2 New Era n 34.17 0.09 4.7 -3.8 SustainLdrsFd p 116.23 2.45 3.3 65.9 TCU ShtDur 9.89 0.00 -0.2 10.0 Sm Cap p 61.64 NA NA NA BdDeb 8.48 0.04 1.3 17.8 IntNwDI 38.21 0.28 0.8 16.9 LmtTrmR 11.35 0.00 0.2 11.2 ShtAssetInv 10.01 0.00 0.0 5.8 NHoriz n 84.61 1.82 2.8 118.7 TFHY 13.09 0.04 1.2 17.0 TCW Funds: SmCapGrw p 27.54 NA NA NA DevGt p 36.63 1.48 11.9 156.6 MCapI 30.74 0.47 2.0 81.3 NYMunBd 11.34 0.02 0.5 13.6 StcksPLUSIntlHdg r 8.45 NA NA NA OverS SF nr 12.49 0.16 3.7 11.4 TxEx p 8.88 0.01 0.5 14.8 CoreFxInc n 11.78 0.01 -0.6 18.9 SR2020 p 18.66 NA NA NA FloatRt p 8.38 0.01 1.3 6.2 MCpValI 27.21 -0.09 3.8 20.8 Nuveen Fds: StcksPLUSSmall 12.04 NA NA NA QMUSSmCpGrEq n 50.54 0.88 5.9 52.9 MtgSec p 12.55 0.04 1.2 13.0 EmMktInc n 8.39 0.02 -1.4 12.3 SR2030 p 21.07 NA NA NA HiYld p 7.48 0.03 1.2 14.8 MIGI p 39.07 0.75 0.7 64.2 RealEst 18.84 0.28 0.5 16.9 StkPlsLgDur 9.04 NA NA NA SpectConsAllo n 21.81 0.18 1.6 23.7 Putnam Funds Class Y: SelEqtyI n 35.70 1.19 0.8 82.6 SR2040A p 24.26 NA NA NA HYMuniBd 12.77 0.05 1.5 21.8 MITI 35.22 0.46 1.9 37.6 StksPLS 12.03 NA NA NA SpectModerAllo n 27.17 0.33 2.4 29.0 EqInc 27.43 -0.01 4.1 25.7 TotRetBondI n 10.36 0.01 -0.6 17.8 USEquity 19.66 NA NA NA Income 3.02 0.00 -0.1 19.3 ReInT t 23.33 0.22 1.7 20.5 O StPlTRInst r 12.92 NA NA NA SpectModerGwAllo n 42.10 0.66 3.2 33.0 GrOpp Y 56.61 2.27 2.7 85.0 TCW Funds N: ValAdv t 36.75 NA NA NA IntrTxFr 11.39 0.02 0.5 14.6 RetBdI 11.52 -0.01 -0.6 18.7 TotRetESG 9.62 NA NA NA R2005 n 14.23 0.11 1.4 23.3 Incm 7.32 -0.01 -0.6 20.4 TotRetBdN pn 10.69 0.02 -0.5 16.9 JPMorgan C Class: NatlTxF p 12.07 0.03 0.7 17.1 RschI 53.43 0.97 1.6 43.6 Oak Associates Funds: TotRt 10.53 0.00 -0.5 17.9 R2010 n 18.63 0.15 1.5 24.5 ShtDurBd 10.29 0.01 0.2 10.7 The Bruce Fund: InvBal p 16.04 NA NA NA ShtDurIncm 4.21 0.00 0.1 10.6 TotRI 20.70 -0.02 1.3 23.1 RedOakTec n 38.72 1.30 3.1 64.9 TRII 9.82 NA NA NA R2015 n 15.22 0.14 1.7 25.5 StDurInc 10.10 0.00 0.0 6.3 BruceFund n 647.61 5.20 3.7 36.3 InvConsvGr t 13.49 NA NA NA ShtDurTxF p 15.94 0.01 0.3 7.9 UStdI p 31.10 0.75 3.0 33.4 Oakmark Funds Invest: TrndsMgdFutStrgy 10.44 NA NA NA R2020 n 23.21 0.24 2.0 26.9 Third Avenue: JPMorgan Funds: TotRet 10.68 0.00 -0.4 16.0 ValueI 45.60 -0.23 1.1 17.1 EqtyInc nr 31.83 0.30 3.9 18.8 PIMCO Funds: R2025 n 19.82 0.23 2.3 29.0 R ValueInst 45.43 0.05 5.7 -2.8 Fl EmMktEq L 47.75 NA NA NA Lord Abbett I: MFS Funds Instl: GlbSel nr 21.81 0.37 4.0 12.8 IncomeFd 12.13 NA NA NA R2030 n 29.22 0.40 2.7 31.0 Thompson IM Fds,Inc: MdCpVal L 38.63 NA NA NA BdDebentr 8.44 0.03 1.2 18.0 IntlEq 30.95 0.14 1.0 22.4 Global n 33.52 0.52 4.9 12.3 StcksPLUSIntlHdg 8.35 NA NA NA R2035 n 21.89 0.33 3.1 32.7 RBB Fund: Bond n 10.83 0.08 1.2 6.6 USEquity L 19.77 NA NA NA DevlpGro 43.62 1.76 11.9 157.3 Mondrian: Oakmark n 93.60 0.16 3.9 21.4 TotRet 10.53 0.00 -0.6 15.8 R2040 n 31.47 0.53 3.4 34.4 BPSmVal2Inst 27.82 0.18 7.0 11.9 Thornburg Fds: JPMorgan I Class: FloatRt 8.40 0.01 1.4 6.5 IntlValEq n 14.12 NA NA NA OakmrkInt n 26.83 0.15 2.8 -6.2 PIMCO Funds A: RealEst n 16.12 0.13 1.2 3.7 RBC Funds: IncBuildA t 22.38 0.05 4.7 12.1 CoreBond 12.20 NA NA NA HiYld 7.52 0.03 1.2 15.1 Morgan Stanley Fds A: Select n 49.86 0.64 3.7 2.2 AllAsset 12.85 NA NA NA Ret2025A p 19.70 0.24 2.3 28.2 AccCpCommInvI 9.09 0.00 0.0 11.2 IncBuildC p 22.35 0.05 4.7 9.6 CorePlusBd 8.68 NA NA NA ShtDurInc p 4.21 0.00 0.2 11.0 InsightA p 86.57 2.34 7.1 221.1 Oberweis Funds: HiYld 9.07 -0.01 0.1 16.4 Ret2045 n 21.77 0.39 3.6 35.5 RiverNorth Funds: IntVal I 29.68 0.27 3.6 23.6 EmMktEq I 47.37 NA NA NA LSVValEq : Morgan Stanley Fds I: IntlOppInst 17.71 0.94 4.5 51.6 HiYldMuniBd 9.73 0.02 1.0 20.2 Ret2045R 21.29 0.37 3.6 33.5 RNDLIncomeI 10.55 NA NA NA IntValA p 28.63 0.26 3.6 22.4 EqInc 20.15 NA NA NA LSVValEq 27.12 0.00 5.9 5.1 FxInOpp I 5.88 0.01 -0.2 14.7 Old Westbury Fds: IncomeFd 12.13 NA NA NA Ret2055 n 18.88 0.33 3.6 35.3 Royce Funds: LtdTIn 14.02 0.01 -0.1 14.5 EqIndx 58.58 NA NA NA Insight I 98.48 2.67 7.1 223.9 AlCpCore n 22.23 0.38 0.8 49.5 IntlBdUSH 11.08 NA NA NA Ret2055 18.72 0.33 3.7 34.3 Oppty I nr 17.76 0.53 12.1 39.1 LtdTIncI 14.02 0.01 -0.1 15.5 GrAdv r 33.16 NA NA NA M Morgan Stanley Inst: FixInc pn 11.56 0.00 -0.3 13.7 InvstGrCrBd 11.16 0.00 -1.0 19.0 RetBal Inc n 16.02 0.13 1.5 23.7 PAMut I nr 11.05 0.17 7.9 34.5 LtdTMu I 14.67 0.01 0.1 8.7 GvBd 11.20 NA NA NA CapGrI 96.63 2.77 5.6 180.0 LrgCpStr n 17.75 0.34 3.6 29.3 LowDurA 9.95 0.00 0.0 7.9 SciTec n 57.45 1.87 4.3 93.5 PremierI nr 14.43 0.19 6.2 33.9 LtdTMuA 14.67 0.01 0.1 8.0 HighYld 7.18 NA NA NA MainStay Fds A: CapGrP p 90.10 2.57 5.6 177.9 MuniBd pn 12.54 0.01 -0.1 10.7 LowDurInc 8.70 0.01 0.4 12.5 Sht-Bd n 4.85 0.00 0.1 10.8 SpecEqI nr 19.19 0.27 5.3 10.7 Thrivent Funds A: IntlEqIndx 19.63 NA NA NA ConvtA 24.12 NA NA NA CorPlusFxdIncI 11.69 0.01 -0.5 19.0 OWstbryNYMuBndFd n 10.59 0.01 0.0 NS MuniBdA 10.50 0.02 0.5 16.2 SmCap n 55.92 0.46 5.9 28.7 TotRet I nr 9.94 0.00 6.4 15.4 DivrIncPlus 7.79 0.02 1.0 16.4 IntmdTFBd 11.32 NA NA NA HiYldBdA 5.66 NA NA NA Discovery I 48.04 2.17 11.1 298.2 Sm&MdCapStrategi n 19.31 0.37 4.8 34.3 RealRtnA 12.32 NA NA NA SmCapStk n 67.93 1.28 6.3 65.1 RS Funds: LgCpStk 28.13 0.42 3.2 24.1 InvConGw 13.66 NA NA NA IncBldr 20.80 NA NA NA DiscoveryA p p 36.81 1.67 11.1 295.0 Optimum Funds Inst: ShtTmA 9.84 0.00 0.1 6.4 SpecGr n 24.99 0.39 3.1 33.6 CoreEqVIP 45.85 NA NA NA MidCapStk 29.69 -0.03 3.8 35.2 LgCpGwth 63.00 NA NA NA LgCpGrA p 12.15 NA NA NA GloFranI t 30.70 0.21 -1.6 36.6 Fixed Inc 9.94 0.00 -0.6 17.6 StksPLSTR 12.64 NA NA NA SpecInc n 13.01 -0.01 0.2 14.7 InvQBdVIP 13.09 NA NA NA MuniBd 11.67 0.02 0.2 13.3 MdCpGrw 54.29 NA NA NA TxFrBdA 10.72 NA NA NA IntlEqI 16.45 0.07 1.5 12.1 Intl Eqty 15.33 0.12 4.6 14.0 TotRetA 10.53 0.00 -0.6 16.7 SpecIntl n 16.57 0.28 4.2 19.4 Russell Funds S: Thrivent Funds S: MdCpVal 38.08 NA NA NA MainStay Fds I: MorganStanleyPathway: LgCpGrwth 25.11 0.87 1.5 64.5 PIMCO Funds C: SuMuInc n 12.44 0.02 0.4 14.1 EmerMkts 23.28 NA NA NA LgCpVal n 24.04 -0.16 3.6 15.0 MtgBckd 11.55 NA NA NA EpochGlb r 18.69 NA NA NA CoreFxIcm n 8.49 0.00 -0.8 18.9 LgCpVal 18.30 -0.03 2.3 15.8 IncomeFd 12.13 NA NA NA SuMuInt n 12.40 0.01 0.2 12.7 IntlDvMkt 40.42 NA NA NA MidCapStk n 34.23 -0.03 3.9 36.4 ShtDurBnd 11.17 NA NA NA MacKaySTMuni 9.74 0.00 0.2 7.1 EmgMkt n 18.18 0.42 7.1 11.7 SmCpGrwth 21.07 0.35 8.5 93.9 TotRetIncC 10.53 0.00 -0.6 14.1 TaxEfEqty nr 52.37 1.61 2.9 75.6 InvGrdBd 22.37 NA NA NA OppIncmPl n 10.24 0.00 0.1 12.0 SmCap 72.74 NA NA NA S&P500Idx 50.57 NA NA NA LgCapEq n 23.56 0.32 2.0 40.1 SmCpVal 14.39 0.19 6.6 8.3 PIMCO Funds I2: TF Incom n 12.43 0.04 1.2 15.0 StratBd 11.24 NA NA NA TIAA-CREF/Instl Cl: SmCapGrw 31.41 NA NA NA S&P500IdxA 49.66 NA NA NA Sm-MdCapEq nr 22.29 0.33 5.9 39.8 Osterweis Strat Income: CommdtyRR 6.11 NA NA NA TF Incom n 10.46 0.02 0.3 14.0 TaxExBd 24.06 NA NA NA CoreBond Inst 10.94 0.00 -0.5 17.7 January 25, 2021 BARRON’S M31

Mutual Funds Data provided by

Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. Net YTD 3-Yr. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. NAVChg. % Ret. % Ret. Scoreboard: China Jumps CorePlsBd 11.08 0.00 -0.5 18.3 CoreVal 12.09 -0.05 2.5 10.7 HlthCare nr 225.61 2.42 4.6 38.0 SmValInst 36.41 0.23 6.6 17.0 ( TIAA-CREF/Retail Cl: FrgnVal 10.53 0.07 2.2 -1.9 HYCor nr 5.97 -0.01 0.1 17.9 STBdIdxInstPl 10.86 0.01 0.0 11.7 The S&P 500 rose 1.5% as a peaceful Biden inauguration unfolded. China funds, however, surged even EqIdx n 29.22 0.55 3.1 44.9 GlobEq 10.86 0.26 8.6 13.8 InflaPro n 14.46 0.07 0.2 19.3 STBDInst 10.86 0.01 0.0 11.7 more, 5.17%, as the country grew 2.3% in 2020, the only developed nation with positive growth. Gro&Inc n 24.29 0.46 3.5 40.4 HighYdBd 7.87 -0.01 0.3 18.2 IntlExplr n 21.00 0.44 2.9 5.2 STCorpIxInst p 27.69 0.01 0.0 13.7 LrgCpGro n 23.37 0.88 3.0 78.4 HlthSci 29.45 NA NA NA IntlGr n 54.91 2.48 9.0 83.8 STIGradeInst 11.02 0.00 0.0 13.0 One Week Year-to-Date MgdAlloc n 13.92 0.14 1.8 26.4 InflPro 12.17 0.05 -0.1 15.5 IntlVal n 41.20 0.02 2.4 8.1 STIPSIxins 25.76 0.05 0.5 11.4 SocChEq n 22.46 0.39 3.5 44.5 IntlEq 7.95 0.08 2.6 8.7 INSTTRF2015 24.79 0.15 0.9 21.8 STTresIdx 25.82 0.01 0.0 8.6 TIAA/CREF Funds: IntlGro 17.48 0.32 1.2 56.5 INSTTRF2020 26.63 0.22 1.4 24.7 TotBdInst 11.51 -0.01 -0.8 17.3 U.S. STOCK FUNDS 0.62% 4.55% BdIdxInst 11.50 0.00 -0.7 16.8 IntlSmCpEq 24.05 0.43 1.9 17.1 INSTTRF2025 27.94 0.27 1.8 26.7 TotBdInst2 11.35 0.00 -0.8 16.9 TOP SECTOR / China Region Funds 5.17 10.84 EqIdxInst 28.67 0.54 3.2 46.1 LgCpGro 21.31 0.41 0.7 63.0 INSTTRF2030 28.72 0.32 2.1 27.9 TotBdInstPl 11.51 -0.01 -0.8 17.3 EqIdxRet 29.12 0.55 3.1 45.0 MidCpIdx 29.20 0.46 6.8 28.7 INSTTRF2035 29.43 0.37 2.4 28.9 TotIntBdIdxInst 34.93 -0.09 -0.5 15.8 BOTTOM SECTOR / Natural Resources Funds – 4.82 10.32 Gr&IncInst 17.08 0.32 3.5 41.7 MidCpVal 19.36 0.01 4.6 14.9 INSTTRF2040 30.16 0.42 2.8 29.8 TotStInst 97.80 1.83 3.2 46.4 S&P 500 1.52 2.58 Gr&IncRet 17.45 0.32 3.5 40.6 SciTech 44.22 1.57 4.9 108.3 INSTTRF2045 30.80 0.46 3.0 31.1 TtlWrldIxInst p 195.65 3.25 3.4 30.5 HgYldInst 9.60 -0.01 0.4 15.4 SmCpIdx 23.59 0.50 9.8 39.4 INSTTRF2050 30.89 0.46 3.1 31.3 TxMCaInst r 100.78 1.85 2.6 46.6 U.S. BOND FUNDS 0.20 0.02 InflLkdBdInst 12.34 0.05 0.5 15.9 SocResp 23.10 0.29 1.4 37.9 INSTTRF2055 30.97 0.46 3.1 31.3 TxMSCInst r 81.99 1.34 10.1 32.0 Bloomberg Barclays AGG Bond 0.11 – 0.73 IntlEqIdxInst 21.74 0.22 2.6 10.5 StckIdx 51.26 0.98 2.3 42.2 INSTTRF2060 31.07 0.47 3.1 31.4 ValueInst 47.51 -0.21 2.4 18.4 IntlEqIdxRet 22.26 0.22 2.6 9.6 StraBd 11.84 0.01 -0.2 16.3 INSTTRFINC 24.52 0.13 0.8 21.6 Victory Funds: IntlEqInst 13.53 0.16 3.1 4.2 ValUltra 24.81 0.96 1.5 71.5 ITIGrade n 10.40 0.00 -0.5 21.7 EstValA 42.77 NA NA NA THE WEEK'S TOP 25 LC2020Ret 14.26 0.12 1.4 22.6 Value Line Funds: ITTsry n 11.64 0.01 -0.5 17.0 EstValI 42.80 NA NA NA Fund Investment Objective One Week Year-to-Date LC2025Ret 14.99 0.14 1.6 23.9 AstAlcClInv n 43.61 0.20 -1.1 40.8 LifeCon n 22.89 0.15 1.0 24.0 EstValR p 42.12 NA NA NA LC2030Ret 15.59 0.17 2.0 25.3 CapAppreClInv n 13.34 0.30 3.4 58.2 LifeGro n 41.32 0.56 2.7 30.0 FundFIncI 8.31 NA NA NA LC2035Ret 16.34 0.20 2.3 26.6 Van Eck Funds: LifeInc n 17.32 0.06 0.1 20.5 SmCap Grwth p 104.70 2.04 7.4 74.2 Quantified STF Inv / QSTFX Flexible Portfolio 7.67% 7.7% LC2040Inst 11.75 0.16 2.5 28.5 EmgMktsY 23.22 0.97 8.9 21.0 LifeMod n 32.22 0.32 1.8 27.1 SmCoOppI 50.03 NA NA NA Columbia Grtr China A / NGCAX China Region 7.12 12.1 LC2040Ret 16.94 0.23 2.5 27.6 VANGUARD ADMIRAL: LTIGrade n 11.46 -0.01 -2.6 30.2 VirtusFunds: LC2045Ret 14.39 0.22 2.9 29.0 400MCpIdxInst 331.24 5.18 6.8 29.8 LTTsry n 13.53 -0.01 -3.6 31.5 CeredexLgCpVlEqI 13.76 -0.05 1.9 18.0 Perkins Discovery / PDFDX Small-Cap Core 7.04 17.6 LCIdx2010Inst 17.71 0.14 1.1 24.5 500Adml n 354.73 6.80 2.4 43.5 MATxEx n 11.43 0.02 0.0 17.0 CeredexMdCpVlEqI 12.74 -0.03 3.0 21.2 Matthews Asia China Inv / MCHFX China Region 7.03 13.9 LCIdx2020Inst 20.08 0.19 1.5 26.6 BalAdml n 45.06 0.52 1.6 35.8 MgdPayFdInv n 17.71 0.09 2.2 15.4 GvSecUltShtBdI 10.04 0.00 0.0 5.5 LCIdx2025Inst 21.56 0.23 1.7 28.2 CAITAdml n 12.35 0.01 0.0 13.7 MidCpGro p 34.61 0.44 3.2 64.4 InnGrSt I 72.45 2.84 8.7 235.0 Matthews Asia Chn SC Inv / MCSMX China Region 6.80 14.0 LCIdx2035Inst 24.55 0.33 2.4 31.3 CALTAdml n 12.80 0.01 0.0 16.4 MuHY n 12.01 0.02 0.6 17.8 VirtusFunds Cl A: US Glbl China Region / USCOX China Region 6.60 13.2 LCIdx2040Inst 25.72 0.38 2.7 32.5 CapOpAdml nr 191.33 4.68 7.8 49.9 MuInt n 14.87 0.02 0.2 14.3 MidGrA 69.74 1.70 2.5 135.8 Oberweis China Opps Inv / OBCHX China Region 6.46 12.5 LCIdx2045Inst 26.27 0.42 3.0 34.0 CoDilxAd n 152.06 4.21 6.8 82.9 MuLong n 12.24 0.02 0.2 17.2 MulSStA p 4.79 0.00 0.1 9.8 LifeStkIdx 34.16 0.64 3.1 45.8 CoStIxAd nr 83.39 -0.45 -2.8 21.9 MuLtd n 11.27 0.01 0.2 9.1 SmCapSusA 54.09 1.45 3.9 111.3 Morg Stan I China Eq I / MAKIX China Region 6.38 10.9 LrgCpGrIdxInst 50.68 1.91 2.7 78.3 DivAppIdxAdm n 38.27 0.07 -0.2 39.1 MuSht n 15.95 0.00 0.0 5.8 StratGrA p 26.77 0.88 1.2 79.6 Invesco Gr China A / AACFX China Region 6.16 10.2 LrgCpGrIdxRet 51.07 1.92 2.7 76.9 EMAdmr n 44.78 1.19 7.4 17.6 NYLT n 12.22 0.02 0.2 15.6 TactAllA p 13.23 0.23 0.2 48.8 LrgCpGrInst 23.44 0.88 3.0 80.0 EnergyAd nr 29.00 -0.49 11.8 -39.2 OHLTte n 13.25 0.02 0.1 17.7 VirtusFunds Cl I: Harding Loevner CE Inst / HLMCX China Region 5.96 10.1 LrgCpVl IdxInst 20.94 -0.04 2.6 16.7 EnergyAdml nr 61.79 -0.84 5.0 -36.2 Primcp nr 157.18 3.07 5.9 44.1 EmMktI 14.33 0.41 7.9 19.4 Templeton China Wd A / TCWAX China Region 5.95 12.8 LrgCpVl IdxRet 21.34 -0.04 2.6 15.8 EqIncAdml n 80.99 -0.44 2.1 19.1 PrmcpCor n 30.75 0.52 6.1 34.6 ForOppI 32.32 0.33 -0.2 23.9 LrgCpVl Inst 19.10 -0.07 2.1 10.8 EuropeAdml n 77.56 0.86 2.2 8.6 SelValu nr 27.10 0.03 4.3 9.4 IntSmCapI 23.14 0.09 -1.1 38.9 Goldman China Eq P / GMEPX China Region 5.52 11.7 MdCpGrInst 28.49 0.49 3.2 72.6 ExplrAdml n 127.81 2.72 6.8 70.1 STAR n 31.89 0.38 2.6 38.8 MulSStI 4.80 0.00 0.1 10.7 Matthews Asia Innvs Inst / MITEX Pacific Ex Japan 5.35 14.2 MdCpVl Inst 17.73 0.05 5.2 5.4 ExtndAdml n 133.85 2.38 7.3 57.0 STFed n 11.01 0.00 0.0 10.4 QualitySmCapI 26.28 0.57 7.4 39.8 Fidelity Sel Comm Serv / FBMPX Consumer Services 5.28 2.6 QuantSmCpEqInst 20.59 0.43 11.0 30.3 FinIxdAd nr 37.75 -0.59 3.5 8.6 STIGrade n 11.02 0.00 0.0 12.5 SmCapSusI 55.65 1.49 4.0 113.0 RealSecInst 17.82 0.28 0.8 33.0 GNMAAdml n 10.72 0.00 -0.2 11.8 STIPSixInv n 25.71 0.05 0.5 11.1 SmCpCorI 48.24 0.61 4.2 61.7 Invesco Pac Gro A / TGRAX Pacific Ex Japan 5.28 10.6 S&P500IdxInst 42.19 0.81 2.4 43.5 GroIncAdml n 96.37 1.82 2.8 41.5 StratgcEq n 38.88 0.68 7.3 24.7 Voya Fds: Artisan Dev World Adv / APDYX Emerging Markets 5.25 7.9 S&P500IdxRet 41.91 0.80 2.3 42.4 GrwthAdml n 133.77 5.01 2.5 78.2 StrSmCpEqInv n 38.87 0.74 10.0 22.1 GNMA A 8.57 0.00 0.1 11.0 ShTrmBdInst 10.52 0.00 0.1 9.7 HltClxAd nr 117.30 1.02 4.8 48.0 STTsry n 10.77 0.01 0.0 9.5 GrOppI 57.44 1.97 2.2 64.4 Morg Stan I Em Mkt Ld I / MELIX Emerging Markets 5.21 9.2 SmCpBl IdxInst 26.75 0.56 9.9 41.2 HlthCareAdml nr 95.13 1.02 4.6 38.2 TgtRe2015 n 15.88 0.10 1.0 21.5 InmdBdI 10.57 -0.01 -0.6 18.7 WCM China Qual Gro Inst / WCMCX China Region 5.21 8.3 SmCpBl IdxRet 26.87 0.56 9.8 40.2 HYCorAdml nr 5.97 -0.01 0.1 18.2 TgtRe2020 n 34.78 0.29 1.4 24.4 TRPGrEqI 111.00 5.78 3.5 69.8 SocChEqInst 25.47 0.43 3.5 45.6 InfProAd n 28.39 0.13 0.2 19.7 TgtRe2025 n 21.93 0.22 1.8 26.6 T Rowe Price LC Gro / TRLGX Large-Cap Growth 5.14 4.3 SocChEqRet 25.91 0.45 3.5 44.5 InfTechIdx n 186.39 7.43 2.9 112.5 TgtRe2030 n 41.40 0.46 2.1 27.7 Fidelity China Region / FHKCX China Region 5.13 12.7 Tortoise Capital: IntlGrAdml n 174.65 7.87 9.0 84.4 TgtRe2035 n 25.83 0.32 2.4 28.8 WXYZ TorMLPPipInsCl 9.07 -0.35 9.0 -26.6 ITBondAdml n 12.48 0.00 -0.8 21.5 TgtRe2040 n 45.49 0.63 2.8 29.7 T Rowe Price Ch EE / TCELX China Region 5.13 10.9 Wasatch: Touchstone Family Fd: ITCorpIx n 25.98 -0.01 -0.7 23.2 TgtRe2045 n 29.06 0.44 3.1 31.1 T Rowe Price GS / PRGFX Large-Cap Growth 5.13 3.8 FlexIncY 11.30 0.03 0.4 16.3 ITIGradeAdml n 10.40 0.00 -0.5 22.0 TgtRe2050 n 46.85 0.71 3.1 31.2 CoreGr n 97.76 1.96 6.8 78.3 FocEqY 55.24 1.39 2.8 41.7 ITsryAdml n 11.64 0.01 -0.5 17.3 TgtRe2060 n 44.93 0.67 3.1 31.1 IntlGr n 35.13 0.49 1.2 31.8 Champlain Em Mkts Adv / CIPDX Emerging Markets 5.01 10.6 LagCapFoc A p 51.29 1.36 2.4 51.3 ITTresIdx n 23.33 0.02 -0.5 16.6 TgtRet2055 n 50.86 0.76 3.1 31.1 MicCap n 13.15 0.45 10.8 156.5 DWS Comm A / TISHX Telecommunication 4.99 2.3 MdCpGrwY 40.87 0.61 2.1 67.3 LarCapAd n 90.97 1.73 2.5 46.7 TgtRetInc n 15.05 0.08 0.8 21.4 SmCapGr n 60.37 1.24 6.2 126.2 MdCpY 45.23 0.01 2.1 44.7 LTGradeAdml n 11.46 -0.01 -2.6 30.6 TotIntBdIxInv n 11.64 -0.03 -0.5 15.7 SmCapV n 9.87 0.14 8.7 31.8 AllianzGI EM Cons Inst / AERIX Emerging Markets 4.96 10.3 SandsCapGrY 21.00 0.53 3.1 124.7 LTsryAdml n 13.53 -0.01 -3.6 31.9 USGro n 68.25 2.38 4.0 105.8 UltraGr n 50.97 1.55 7.8 168.7 SelGrwth 18.99 0.48 3.1 123.0 LTTresIdx n 31.07 0.00 -3.7 31.2 USValue n 18.36 0.03 4.0 4.0 WCM: THE WEEK'S BOTTOM 10 SmCoA p 6.11 0.10 8.1 36.3 MatIdx nr 82.36 -0.89 2.9 20.2 WellsI n 28.30 -0.06 -0.1 21.7 FcusEmgMk Inst 21.02 0.53 6.1 63.1 Fund Investment Objective One Week Year-to-Date Tr for Credit Unions: MidCpAdml n 264.85 1.70 3.3 38.3 Welltn n 44.86 0.49 1.1 28.1 FocInterGrFdInv 25.65 0.59 4.3 63.7 UltShtDur TCU 9.43 0.00 0.0 5.5 MrgBkdIdx n 21.61 0.01 0.0 12.0 Wndsr n 21.98 -0.04 3.8 20.2 WCM Focus Funds: Transamerica A: MuHYAdml n 12.01 0.02 0.6 18.1 WndsrII n 40.06 0.32 3.5 31.9 WCMFocIntlGrwIns 25.81 0.60 4.3 64.9 Kinetics Internet NL / WWWFX Science & Tech – 12.14% 1.6% AsAlCnsrv p 11.70 0.08 1.4 21.1 MuIntAdml n 14.87 0.02 0.2 14.5 VANGUARD INDEX FDS: Weitz Funds: Kinetics Global NL / WWWEX GL Sm/Mid-Cap – 8.91 1.0 AsAIGrow p 15.00 0.23 4.4 26.9 MuLTAdml n 12.24 0.02 0.2 17.5 500 354.74 6.80 2.3 43.1 PIIIOpp 15.59 0.18 0.8 32.6 AsAlMod p 12.53 0.10 2.1 22.6 MuLtdAdml n 11.27 0.01 0.2 9.4 EmgMktInstPl 113.27 3.01 7.5 17.8 ShtDurIncInst 12.42 0.03 0.4 9.9 Rydex Energy Svcs Inv / RYVIX Natural Resources – 8.76 9.3 AsAlModGr p 13.52 0.14 3.1 25.0 MuShtAdml n 15.95 0.00 0.0 6.0 ExtndIstPl 330.29 5.86 7.3 57.1 ValueInv n 51.34 0.98 1.5 42.9 Fidelity Sel Enrgy Ser / FSESX Natural Resources – 8.13 9.6 Wells Fargo Adv Admi: Balanced 32.30 0.44 1.5 32.4 NJLTAdml n 12.77 0.03 0.7 19.1 FTAIWdInPl 127.11 1.76 4.2 14.4 Kinetics Mkt Opps NL / KMKNX Flexible Portfolio – 8.13 2.9 FocusA 55.77 1.59 5.6 168.8 NYLTAdml n 12.22 0.02 0.2 15.9 Growth 133.80 5.01 2.5 77.6 DiscvAdm 52.79 1.23 5.9 107.6 Trust for Professional Ma: PacifAdml n 101.73 1.03 3.5 15.9 IdxIntl n 20.17 0.28 4.0 13.2 Growth 54.06 1.59 3.4 97.3 Invesco SP MLP A+ A / MLPLX Energy MLP Funds – 6.78 10.5 PerfTrstMuniInst 25.86 0.05 0.0 17.0 PALTAdml n 12.17 0.02 0.2 17.6 ITTresIdx Inst 28.95 0.03 -0.5 16.7 Wells Fargo Adv Cl A: Nvgtr Sentry Mgd Vol I / NVXIX Equity Mkt Neutral – 6.38 – 12.0 PrfTrtStrtBd Ins 23.15 0.06 0.1 16.5 PrmcpAdml nr 162.88 3.19 5.9 44.4 LTTresIdx Inst 39.43 -0.01 -3.7 31.3 AstAllA p p 16.00 NA NA NA Tweedy Browne Fds: RealEstatAdml n 121.58 1.60 1.0 21.9 MdCpGrAdml n 94.14 1.41 3.2 66.6 CmStkA p p 22.42 0.13 3.9 30.3 Maingate MLP I / IMLPX Energy MLP Funds – 6.09 9.3 GblValue n 28.23 0.10 2.8 4.9 S&PSC600Idx 371.70 6.01 10.1 31.9 MdCpVlAdml n 63.74 -0.19 3.5 13.4 DivCapBldr 12.34 0.16 3.4 32.0 Hennessy BP Energy Inst / HNRIX Natural Resources – 6.06 14.7 SmCapAdml n 99.97 1.50 7.2 41.2 MidCp n 58.38 0.37 3.3 37.8 IdxAstAllA 40.79 0.52 1.0 32.3 U SmGthAdml n 101.42 2.53 7.9 73.8 RUSS2000IdxInst 332.41 7.01 9.9 41.2 OmegaGwth 74.45 1.93 1.2 82.8 Brookfield CC Bf MSFY/CCCNX Energy MLP Funds – 5.68 8.8 STBondAdml n 10.86 0.01 0.0 11.7 SmCap 99.94 1.50 7.2 40.6 OpptyA 50.56 1.03 1.6 40.9 UM Funds: STCorpIx n 22.62 0.01 0.0 13.6 SmValAdml n 65.15 0.41 6.7 17.0 PremLgCoGrthA 17.34 0.53 2.7 78.5 THE LARGEST 25 Assets 3-Year* 1-Week YTD BehavVal 69.70 NA NA NA STFedAdml n 11.01 0.00 0.0 10.8 TotBd 11.51 -0.01 -0.8 16.9 SpecTech 20.04 0.70 5.5 121.9 USAA Group: STIGradeAdml n 11.02 0.00 0.0 12.9 TotBd2 11.35 0.00 -0.9 16.7 SpSmCpValA p p 38.24 0.32 7.7 14.5 Fund (billions) Investment Objective Return Return Return 500Indx Reward n 52.75 NA NA NA STIPSIxAdm n 25.75 0.06 0.5 11.4 TotIntlInstIdx r 134.94 1.91 4.0 13.5 StrMunA 9.33 0.00 0.3 10.3 CA Bd n 11.60 NA NA NA STsryAdml n 10.77 0.01 0.0 9.8 TotItlInstPlId r 134.97 1.91 4.0 13.5 Wells Fargo Adv Inst: American Funds Gro A / AGTHX $125.8 Large-Cap Growth 19.2% 2.39% 4.6% CapGr n 12.20 NA NA NA STTresIdx n 20.55 0.00 0.0 8.5 TotSt 97.75 1.83 3.2 45.9 CoreBd 13.36 0.00 -0.7 18.0 Fidelity Contrafund / FCNTX 113.1 Large-Cap Growth 17.6 3.67 2.9 CrnrsMod n 16.38 NA NA NA TotBdAdml n 11.51 -0.01 -0.8 17.2 VANGUARD INSTL FDS: Growth 60.94 1.79 3.4 98.5 CrnstModAggr n 28.18 NA NA NA TotIntBdIdxAdm n 23.28 -0.06 -0.5 15.7 BalInst 45.07 0.52 1.6 35.8 MdCpVal 44.53 0.08 2.9 20.5 Vanguard Wellington Adm / VWENX 96.3 Mix Tgt All Gro 9.0 1.20 1.4 ExtMktIn n 27.06 NA NA NA TotIntlAdmIdx nr 33.74 0.47 3.9 13.4 DevMktsIndInst 15.66 0.14 2.7 12.1 ShDurGovBdI 9.84 0.01 0.1 9.0 American Funds EuPc R6 / RERGX 91.2 Intl Large-Cap Growth 10.6 0.73 4.2 Gr&Inc n 23.99 NA NA NA TotStAdml n 97.79 1.84 3.2 46.4 DevMktsInxInst 24.48 0.23 2.7 12.1 UlStInc 8.62 0.00 0.1 8.4 American Funds Bal A / ABALX 88.1 Mix Tgt All Gro 8.5 0.75 1.8 Gr&TxStr n 24.08 NA NA NA TxMBal nr 38.57 0.38 1.3 30.1 EmMkInst r 34.05 0.90 7.4 17.8 UlStMuInc 9.62 0.01 0.1 4.8 American Funds Inc A / AMECX 75.4 Mix Tgt All Mod 5.9 0.04 2.6 Grwth n 34.87 NA NA NA TxMCapAdml n 202.85 3.73 2.6 46.5 EuroInst 33.07 0.36 2.2 8.6 Western Asset: HiIncm n 7.84 NA NA NA TxMIn r 15.64 0.14 2.7 12.1 ExDurTrsInst 43.66 -0.04 -5.1 41.0 CoreBondA 13.50 NA NA NA PIMCO Income Inst / PIMIX 71.5 Multi-Sector Inc 5.0 0.33 0.4 Inco n 13.81 NA NA NA TxMSC nr 81.80 1.34 10.1 31.8 ExtndInst 133.84 2.38 7.3 57.0 CoreBondI 13.51 NA NA NA Dodge & Cox Stock / DODGX 70.7 Multi-Cap Value 7.3 – 1.66 5.1 IncStk n 17.90 NA NA NA USGroAdml n 176.78 6.17 4.0 106.5 FTAlWldIst r 120.04 1.67 4.2 14.3 CoreBondIS 13.52 NA NA NA Dodge & Cox Income / DODIX 69.1 Core Bond 6.2 0.21 – 0.4 Intl n 27.13 NA NA NA UtilIxAd nr 69.01 -0.28 0.2 36.3 FTScinst 27.10 0.61 2.5 53.1 CorePlusBdA 12.41 NA NA NA American Funds ICA A / AIVSX 68.1 Large-Cap Core 9.5 1.42 2.6 IntmTerm n 13.92 NA NA NA ValAdml n 47.51 -0.21 2.4 18.4 GrwthInst 133.78 5.01 2.5 78.3 CorePlusBdI 12.43 NA NA NA LgTerm n 13.83 NA NA NA WdsrllAdml n 71.08 0.58 3.5 32.2 InPrSeIn 11.57 0.06 0.3 19.8 CorePlusBdIS 12.42 NA NA NA American Funds Wash A / AWSHX 64.0 Large-Cap Core 8.9 0.31 2.6 Nasdaq100 n 36.99 NA NA NA WellsIAdml n 68.55 -0.15 -0.1 22.0 InstIdx 339.28 6.51 2.4 43.6 IntermedBdI 11.35 NA NA NA Vanguard PRIMECAP Adm / VPMAX 63.3 Large-Cap Core 13.6 1.33 6.1 ntTerBd n 11.00 NA NA NA WelltnAdml n 77.47 0.85 1.1 28.4 InstPlus 339.29 6.51 2.4 43.6 IntermTermMuniA 6.56 NA NA NA American Funds CIB A / CAIBX 62.8 Global Equity Income 4.2 – 0.03 2.3 PrecMM n 20.83 NA NA NA WndsrAdml n 74.13 -0.11 3.8 20.6 InstTStIdx 76.35 1.43 3.2 46.5 IntermTermMuniI 6.56 NA NA NA S&PIdx n 52.72 NA NA NA VANGUARD FDS: InstTStPlus 76.34 1.43 3.2 46.5 ManagedMuniA 16.70 NA NA NA BlackRock Cash Inst SLA / 60.6 Instl Money Mkt NA NA NA SciTech n 37.60 NA NA NA CAIT n 12.35 0.01 0.0 13.4 ITBdInst 12.48 0.00 -0.8 21.6 ManagedMuniI 16.73 NA NA NA American Funds FInv A / ANCFX 60.6 Large-Cap Core 10.3 1.14 3.1 ShtT n 10.65 NA NA NA CALT n 12.80 0.01 0.0 16.1 ITBdInstPI 12.48 0.00 -0.8 21.6 ShortTermBdIS 3.95 NA NA NA American Funds NPer A / ANWPX 59.1 Global Large-Cap Growth 17.5 1.37 4.8 ShtTBdA n 9.36 NA NA NA CapOp nr 82.87 2.02 7.8 49.6 LaCapInst 374.42 7.13 2.5 46.8 TotalRetUnconI 10.84 NA NA NA Vanguard Intl Gro Adm / VWILX 57.6 Intl Large-Cap Growth 23.0 3.11 9.0 SmCpStk n 20.00 NA NA NA DivdGro n 32.70 -0.12 -1.6 37.4 LTBdInst 16.16 -0.01 -2.8 31.5 Westwood: TarRet2030 n 13.37 NA NA NA DivrEq n 48.12 0.87 3.9 56.5 LTBdInstPl 16.16 -0.01 -2.8 31.5 IncomeOppI 13.30 0.11 1.8 23.0 T Rowe Price BC Gro / TRBCX 57.4 Large-Cap Growth 19.5 4.03 2.7 TarRet2040 n 13.46 NA NA NA EmgMktSelStk n 28.68 0.61 8.3 22.9 MidCpInst 58.51 0.38 3.3 38.4 Wilmington Funds: American Funds CWGI A / CWGIX 57.3 Global Large-Cap Core 9.0 1.47 4.3 TarRet2050 n 13.85 NA NA NA Energy nr 32.94 -0.45 5.0 -36.4 MidCpIstPl 288.55 1.86 3.3 38.4 BroadMktBdInst 10.32 0.00 -0.7 16.5 PIMCO Tot Rtn Inst / PTTRX 53.4 Core Plus Bond 5.6 0.23 – 0.5 TarRetIncm n 11.87 NA NA NA EqInc n 38.65 -0.20 2.1 18.7 RealEstaInstl 18.82 0.25 1.0 21.9 Intl Inst 10.33 0.18 4.1 12.5 MetWest Total Rtn I / MWTIX 53.0 Core Plus Bond 6.1 0.20 – 0.6 VA Bd n 11.70 NA NA NA Explr n 137.40 2.93 6.8 69.5 Rs1000GrwIdxInst 489.69 18.40 2.7 78.2 LgCpStrInst 27.73 0.52 2.7 45.6 ValueFd n 16.26 NA NA NA EXPValFd n 40.10 0.47 6.9 16.9 Rs1000Vl IdxInst 240.27 -0.40 2.6 16.7 Wm Blair Funds Cl I: Fidelity Str Adv LgCp / FALCX 52.8 Large-Cap Core 0 1.29 3.3 WldGr n 28.65 NA NA NA FTAlWldInAdml n 37.86 0.52 4.2 14.2 Russ1000IdxInst 348.65 6.51 2.7 46.5 IntlGthI r 41.58 1.25 4.9 40.1 Vanguard Wellesley Adm / VWIAX 50.8 Mix Tgt Alloc Con 7.0 – 0.19 0.0 GlbCapCyl Inv nr 10.06 0.03 5.2 0.3 Russ2000GrIxInst 438.52 12.43 10.4 65.4 SmMidI r 37.25 1.04 6.0 70.6 Vanguard Sh-Tm Inv Adm / VFSUX 50.3 Short Inv Grade 4.1 0.12 0.0 V GlbEq n 39.42 0.72 4.3 40.3 Russ3000Idx 347.34 6.54 3.1 46.1 Wm Blair Funds Inst: Vanguard Tgt Ret2025 Inv / VTTVX 50.0 Mixed-Asset Target 2025 8.5 0.60 2.0 GloMinVolFdAdm n 27.86 0.28 1.9 15.4 SmCapInst 99.97 1.51 7.2 41.2 IntlGth 21.37 0.65 4.9 41.2 VALIC: GNMA n 10.72 0.00 -0.2 11.4 SmCapIstPl 288.54 4.34 7.2 41.2 Wm Blair Funds R6: CoreBd 12.11 -0.01 -0.6 17.9 GroInc n 59.05 1.12 2.8 41.1 SmGthInst 81.22 2.03 7.9 73.8 EmgMktGth 20.79 0.85 10.4 47.6 *Annualized 01/18/2018 to 01/21/2021. Through Thursday. Source: Lipper M32 BARRON’S January 25, 2021

Weekly Closed-End Funds Data provided by

52 Week 52 Week Stock Market Prem Market TRACKING CLOSED - END FUNDS Stock Market Prem Market Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return Friday, January 22, 2021 BlckRk Income (BKT) ...... N 6.20 6.10 – 1.6 6.8 General Equity Funds A Running Start: As the new Biden administration got to work, the Herzfeld Aver- First Trust Mtge Inc (FMY) ...... N 14.39 13.49 – 6.2 5.1 Adams Diversified Equity (ADX) ...... N 20.53 17.70 – 13.8 16.5 Invesco HI 2023 Tgt Term (IHIT) ..... N 8.98 8.91 – 0.8 7.1 Boulder Growth & Income (BIF)-a .... N 13.79 11.27 – 18.3 0.0 age and the Dow worked, too—gaining 1.4% and 0.6%, respectively, for the week Invesco HI 2024 Tgt Term (IHTA) .... N 9.29 8.98 – 3.4 6.4 Central Secs (CET)-c ...... A 41.47 34.18 – 17.6 7.4 Nuveen Mortgage and Inc (JLS) ...... N NA 19.75 NA 4.9 CohenStrsCEOppFd (FOF) ...... N 13.01 12.98 – 0.2 3.9 ended Thursday. Nuveen Multi-Market Inc (JMM)-c ... N NA 7.06 NA 4.4 Eagle Capital Growth (GRF)-c ...... A NA 7.89 NA 8.6 Vertical Capital Income (VCIF) ...... N NA 10.01 NA 3.7 EVTxAdvDivIncm (EVT) ...... N 25.22 24.11 – 4.4 1.2 58200 Net Asset Value Western Asset Mtg Oppty (DMO)-a .. N NA 14.16 NA 10.9 Equus II (EQS) ...... N NA 1.76 NA 1.3 62700 12 mos Foxby Corp. (FXBY) ...... O 3.86 NA NA NA Stock Market Prem Yield GabelliDiv&IncTr (GDV) ...... N 25.67 22.38 – 12.8 9.1 Fund Name (Symbol) Exch NAV Price /Disc 12/31/20 Gabelli Equity Tr (GAB)-h ...... N 6.00 6.30 + 5.0 17.7 51600 56400 GeneralAmer (GAM) ...... N 44.96 38.02 – 15.4 7.3 Investment Grade Bond Funds JHancockTaxAdvDiv (HTD) ...... N 22.80 21.08 – 7.5 – 17.3 50100 BlRck Core Bond (BHK) ...... N 16.30 16.21 – 0.6 5.0 Liberty All-Star Equity (USA)-a ...... N 7.33 7.06 – 3.7 14.5 BR Credit Alloc Inc (BTZ) ...... N 15.67 14.93 – 4.7 6.8 Liberty All-Star Growth (ASG)-ah ...... N 8.20 8.90 + 8.5 44.0 45000 43800 BR Enhcd Govt (EGF) ...... N NA 13.01 NA 3.6 NuvTaxAdvTRStrat (JTA) ...... N NA 9.84 NA – 9.8 Insight Select Income (INSI) ...... N 21.77 21.70 – 0.3 3.6 Royce Micro-Cap Tr (RMT) ...... N 13.00 11.14 – 14.3 38.4 InvescoBond (VBF) ...... N 21.07 20.17 – 4.3 3.3 Royce Value Trust (RVT) ...... N 19.94 17.38 – 12.8 25.9 *Herzfeld 37500 2Q 3Q 4Q 1Q J Han Income (JHS) ...... N 16.33 15.33 – 6.1 5.0 Source Capital (SOR) ...... N 46.40 41.34 – 10.9 9.95 Closed-End 38400 MFS Govt Mkts (MGF)-a ...... N 4.67 4.52 – 3.2 7.5 Special Opportunities (SPE)-a ...... N NA 14.54 NA 8.1 MFS Intmdt (MIN)-a ...... N 3.91 3.76 – 3.8 8.9 Sprott Focus Trust (FUND) ...... O 8.76 7.50 – 14.4 11.2 Average % Disc/Prem From Net Asset Value Western Asset Inf-Lk Inc (WIA)-a ..... N NA 12.91 NA 5.7 Tri-Continental (TY) ...... N 34.40 30.52 – 11.3 12.4 -4 Western Asset Inf-Lk O&I (WIW)-a .. N NA 12.52 NA 3.2 Specialized Equity Funds 31800 WA Investment Grade Inc (PAI)-a ..... N NA 15.66 NA 3.8 Aberdeen Glb Prem Prop (AWP)-a .... N 5.94 5.50 – 7.4 – 8.4 -7 WesternAssetPremBd (WEA)-a ...... N NA 14.11 NA 5.5 Aberdeen Std Gl Infra I (ASGI)-a ...... N 21.99 19.93 – 9.4 NS Westn Asst IG Def Opp Tr (IGI)-a ...... N NA 21.80 NA 3.7 Adams Natural Resources (PEO) .... N 14.93 12.61 – 15.5 – 14.8 -10 Loan Participation Funds AllianzGI AI & Tech Opps (AIO) ...... N 29.18 28.92 – 0.9 57.1 25200 Apollo Senior Floating (AFT) ...... N NA 14.58 NA 7.0 GI DivInt&PremStr (NFJ) ...... N 15.66 13.68 – 12.6 11.4 BR Debt Strategy (DSU) ...... N 11.71 10.65 – 9.1 7.9 ASA Gold & Prec Met Ltd (ASA) ...... N 25.20 21.49 – 14.7 54.1 -13 BR F/R Inc Str (FRA) ...... N 14.04 12.74 – 9.3 7.6 BR Enh C&I (CII) ...... N NA 17.92 NA 10.4 Dow Industrials BlackRock Energy & Res (BGR) ...... N NA 7.78 NA – 28.9 BlackRock Floatng Rt Inc (BGT) ...... N 13.62 12.29 – 9.8 7.5 BlackRock Eq Enh Div (BDJ) ...... N NA 8.55 NA – 3.2 18600 -16 Blackstone Lng-Sh Cr Inc (BGX) ..... N 15.31 13.93 – 9.0 8.8 BlackRock Enh Glbl Div (BOE) ...... N NA 11.10 NA 8.0 2Q 20 3Q 20 4Q 20 1Q 21 2Q 20 3Q 20 4Q 20 1Q 21 Blackstone Sr Fl Rt Tm (BSL) ...... N 16.25 14.78 – 9.0 7.6 BlackRock Enh Intl Div (BGY) ...... N NA 6.02 NA 10.5 Blackstone Strat Cr (BGB) ...... N 14.52 13.07 – 10.0 8.7 BlackRock Hlth Sci Tr II (BMEZ) ...... N NA 30.25 NA NS The Herzfeld Closed-End Average measures 15 equally-weighted closed-end funds based in the U.S. that invest principally in BNY Mellon Alct GCI 2024 (DCF) ..... N 9.25 8.71 – 5.8 7.2 BlackRock Hlth Sciences (BME) ...... N NA 49.84 NA 24.8 American equities. The net assest value is a weighted average of the funds' NAVs. Source: Thomas J. Herzfeld Advisors Inc., Miami. Eagle Point Credit (ECC) ...... N NA 11.30 NA 13.0 BlackRock Res & Comm (BCX) ...... N 8.96 8.23 – 8.1 12.5 Eagle Point Income (EIC) ...... N NA 15.13 NA 7.7 BlackRock Sci&Tech Tr II (BSTZ) .... N NA 36.88 NA 82.3 305-271-1900/www.herzfeld.com Eaton Vance F-R 2022 TT (EFL) ...... N 9.35 9.13 – 2.4 4.7 BlackRock Sci&Tech Trust (BST) .... N NA 54.33 NA 65.2 EtnVncFltRteInc (EFT) ...... N 14.62 13.77 – 5.8 5.4 BlackRock Utl Inf & Pwr (BUI) ...... N NA 25.85 NA 20.9 52 Week 52 Week EtnVncFltRteIncPlus (EFF)-a ...... N 16.64 15.57 – 6.4 5.1 CBRE ClrnGlbRlEst (IGR)-a ...... A 8.07 6.93 – 14.1 – 6.1 EV SenFlRtTr (EFR) ...... N 14.39 13.36 – 7.2 5.8 Stock Market Prem Market Stock Market Prem Market EVSnrIncm (EVF) ...... N 6.90 6.56 – 4.9 5.6 CLEARBRIDGE ENGY MDS OPP (EMO) N NA 15.36 NA – 59.0 Fund Name (Symbol) Exch NAV Price /Disc Return Fund Name (Symbol) Exch NAV Price /Disc Return CLEARBRIDGE MLP&MDSTM TR (CTR) N NA 16.39 NA – 57.1 First Eagle Senior Loan (FSLF) ...... N 15.86 14.15 – 10.8 7.4 ClearBridge MLP & Midstm (CEM) .. N NA 18.95 NA – 61.6 NuveenDiversDiv&Inc (JDD) ...... N NA 8.85 NA – 11.9 Ellsworth G&I Fund Ltd (ECF) ...... A 15.21 15.01 – 1.3 40.7 FT/Sr Fltg Rte Inc 2 (FCT) ...... N 12.94 11.68 – 9.7 9.8 Cntr Cst Brkfld MLP&EI (CEN) ...... N 13.37 10.00 – 25.2 – 80.8 Nuveen Nasdaq 100 Dyn Ov (QQQX) N 27.42 26.77 – 2.4 17.6 Gabelli Conv Sec (GCV) ...... N 7.10 6.54 – 7.9 19.7 FT/Sr Fltg Rte 2022 TgTr (FIV) ...... N 9.61 9.19 – 4.4 2.5 ChnStrInfr (UTF) ...... N 24.68 26.54 + 7.5 5.9 Nuv Real Est (JRS) ...... A NA 8.54 NA – 13.5 HiIncBd (PCF)-a ...... N 9.70 8.48 – 12.6 0.6 Highland Income (HFRO)-a ...... N 13.20 10.25 – 22.3 8.9 COHEN & STEERS MLP INC&E (MIE) N 3.00 2.39 – 20.3 – 64.6 Nuveen Rl Asst Inc & Gro (JRI) ...... N NA 13.47 NA – 21.7 World Equity Funds InvDYCrOpp (VTA) ...... N 11.97 10.97 – 8.4 8.3 Cohen&SteersQualInc (RQI) ...... N 13.10 12.34 – 5.8 – 5.7 NuvS&P500DynOvFd (SPXX) ...... N NA 15.29 NA 0.4 AbrdnAusEq (IAF) ...... A 6.17 5.47 – 11.3 11.8 InvSnrIncTr (VVR) ...... N 4.55 4.15 – 8.8 6.7 Cohen&Steers TotRet (RFI) ...... N 13.02 13.52 + 3.8 – 1.8 NuvSP500BuyIncFd (BXMX) ...... N 13.93 12.66 – 9.1 0.3 Aberdeen Emg Mkts Eq Inc (AEF) .... A 10.14 8.68 – 14.4 14.7 Nuveen Credit Strat Inc (JQC) ...... N NA 6.45 NA 16.1 CohenStrsREITPrefInc (RNP) ...... N 23.51 22.20 – 5.6 – 1.8 PIMGlbStkPI (PGP) ...... N NA 10.20 NA – 9.0 Aberdeen Glbl Dyn Div (AGD)-a ...... N 12.39 10.84 – 12.5 11.9 NuvFloatRateIncFd (JFR) ...... N NA 9.26 NA 7.1 Columbia Sel Prm Tech Gr (STK) ..... N 30.21 29.41 – 2.6 28.8 ReavesUtilityIncome (UTG) ...... A 32.46 32.90 + 1.4 – 8.8 Aberdeen Japan Equity (JEQ) ...... N 11.03 9.47 – 14.1 25.1 NuvFloatRteIncOppty (JRO) ...... N NA 9.16 NA 7.1 CushingMLPTotRet (SRV)-d ...... N 31.57 23.70 – 24.9 – 32.1 RMR Mortgage Trust (RMRM) ...... A NA 10.87 NA – 46.1 Aberdeen Tot Dyn Div (AOD)-a ...... N 10.59 9.10 – 14.1 10.1 Nuveen Senior Income (NSL) ...... N NA 5.41 NA 7.5 Cushing NextGen Inf Inc (SZC) ...... N 52.72 40.33 – 23.5 – 12.1 Salient Midstream & MLP (SMM) ... N NA 4.84 NA – 32.0 BlackRock Capital Alloc (BCAT) ...... N NA 21.79 NA NS Nuveen Sht Dur Crdt Opp (JSD) ...... N NA 13.65 NA 7.1 DNP Select Income (DNP) ...... N 9.01 10.37 + 15.1 – 12.5 Tortoise Energy Ind (NDP) ...... N NA 15.18 NA – 51.1 Calamos GloDynInc (CHW) ...... N 10.13 9.87 – 2.6 26.3 PionrFltRate Tr (PHD)-a ...... N 11.65 10.78 – 7.5 6.6 Duff&Ph Uti&Infra Inc Fd (DPG) ...... N 13.53 13.04 – 3.6 – 6.1 Tortoise Enrgy Infra Crp (TYG) ...... N NA 22.41 NA – 66.9 Cdn Genl Inv (CGI)-y ...... T 52.34 35.25 – 32.7 32.5 High Yield Bond Funds Duff&Ph Sel MLP&MS Engy (DSE) . N 6.80 5.37 – 21.0 – 84.7 Tortoise Ess Asst Inc Tm (TEAF)-a .... N NA 13.45 NA – 13.6 Central and Eastern Euro (CEE) ...... N 28.58 24.50 – 14.3 – 11.6 Aberdeen Inc Credit Str (ACP)-a ...... N 11.34 10.93 – 3.6 12.7 EtnVncEqtyInc (EOI)-a ...... N 17.18 16.46 – 4.2 10.4 Tortoise Midstream Enrgy (NTG) .... N NA 23.65 NA – 76.3 China (CHN) ...... N 36.19 32.68 – 9.7 68.5 AllianceBernGlHiIncm (AWF) ...... N 12.96 11.65 – 10.1 6.6 EtnVncEqtyIncoII (EOS)-a ...... N 21.65 21.59 – 0.3 25.4 Tortoise Pipelne & Enrgy (TTP) ...... N NA 18.75 NA – 61.2 Delaware Enh Gl Div & In (DEX)-a ..... N 10.80 9.78 – 9.4 0.6 Angel Oak Dynmc FS I Trm (DYFN) .. N NA 18.45 NA NS EVRskMnDvsEqInc (ETJ)-a ...... N 10.20 10.45 + 2.5 21.3 Tortoise Pwr & Engy Infr (TPZ)-a ...... N NA 11.54 NA – 24.5 EV TxAdvGlbDivInc (ETG)-a ...... N 20.04 18.13 – 9.5 6.7 Angel Oak FS Inc Trm (FINS) ...... N NA 17.28 NA 7.4 ETnVncTxMgdBuyWrtInc (ETB)-a .... N 14.68 14.83 + 1.0 – 0.8 Wells Fargo Ut & Hi Inc (ERH) ...... A 12.51 12.73 + 1.8 – 5.9 EtnVncTxAdvOpp (ETO)-a ...... N 27.54 25.63 – 6.9 6.6 Barings Glb SD HY Bd (BGH)-a ...... N 16.96 15.18 – 10.5 9.1 EtnVncTxMgdBuyWrtOpp (ETV)-a ... N 14.60 15.12 + 3.6 10.5 Income & Preferred Stock Funds Economic Inv Tr (N/A)-cy ...... T 167.90 111.00 – 33.9 3.3 BR Corporate HY (HYT) ...... N 12.05 11.24 – 6.7 8.1 EvTxMnDvsEqInc (ETY)-a ...... N 12.95 12.44 – 3.9 8.1 CalamosStratTot (CSQ) ...... N 16.27 16.02 – 1.5 26.1 European Equity Fund Inc (EEA) ...... N 12.27 10.72 – 12.6 15.0 BlackRock Ltd Dur Inc (BLW) ...... N 17.10 15.98 – 6.5 7.3 EtnVncTxMgdGlbB (ETW)-a ...... N 10.42 9.73 – 6.6 3.6 CohenStrsLtdDurPref&Inc (LDP) ... N 25.96 25.81 – 0.6 4.3 FirstTrAbEmergOp (FEO) ...... N 16.71 14.65 – 12.3 12.0 BNY Mellon Hi Yield Str (DHF) ...... N 3.30 2.98 – 9.7 8.6 EVTxMnGblDvEqInc (EXG)-a ...... N 9.49 8.88 – 6.4 9.3 CohenStrsSelPref&Income (PSF) ... N 26.74 26.68 – 0.2 – 9.5 FirstTr Dyn Euro Eq Inc (FDEU) ...... N 14.04 12.11 – 13.7 – 13.8 Brookfield Real Asst Inc (RA)-a ...... N 19.92 18.53 – 7.0 13.3 First Trust Energy Inc G (FEN)-a ...... A 12.99 11.54 – 11.2 – 38.5 CohenStrsTaxAvPreSecs&I (PTA) .. N 25.58 25.28 – 1.2 NS Gabelli Gl Sm&Mid Cp Val (GGZ) ..... N 15.74 13.10 – 16.8 19.3 CrSuisHighYld (DHY)-a ...... A 2.54 2.29 – 9.8 8.6 First Tr Enhanced Eq (FFA) ...... N 18.78 17.58 – 6.4 10.7 Del Div & Inc (DDF)-a ...... N 10.01 9.55 – 4.6 – 33.6 Gabelli Multimedia (GGT)-h ...... N 8.51 8.24 – 3.2 16.9 CSAM Income Fd (CIK)-a ...... A 3.44 3.17 – 7.8 8.5 First Tr Specialty Fn (FGB) ...... N 3.69 3.34 – 9.5 – 37.9 Dividend and Income (DNIF) ...... O 17.12 11.79 – 31.1 – 4.3 GDL Fund (GDL) ...... N 10.86 8.77 – 19.2 – 0.8 DoubleLine Inc Sol (DSL) ...... N NA 16.60 NA 10.6 FirstTrEnergyInfra (FIF) ...... N 13.08 11.08 – 15.3 – 29.2 FirstTrIntDurPref&Inc (FPF) ...... N 24.44 23.60 – 3.4 4.9 Herzfeld Caribb (CUBA) ...... O 6.57 5.63 – 14.3 – 12.6 DoubleLine Yld Opps (DLY) ...... N 20.39 19.03 – 6.7 NS FirstTrMLPEner&Inc (FEI) ...... N 7.24 6.24 – 13.8 – 38.4 Gabelli Go Anywhere Tr (GGO) ...... N 15.27 NA NA NA Highland Global Alloc (HGLB) ...... N 10.47 6.83 – 34.8 – 12.8 EV2021TgtTm (EHT) ...... N 9.87 9.78 – 0.9 3.4 Gab Gl Util & Inc (GLU)-h ...... A 19.86 18.47 – 7.0 1.4 JHanPrefInc (HPI) ...... N 19.89 18.82 – 5.4 – 12.8 India Fund (IFN) ...... N 23.40 20.64 – 11.8 13.6 First Tr Hi Inc Lng/Shrt (FSD) ...... N 16.55 14.88 – 10.1 8.9 Gabelli Healthcare (GRX)-h ...... N 14.34 12.30 – 14.2 13.0 JHPrefIncII (HPF) ...... N 19.58 18.60 – 5.0 – 9.7 J Han Hdgd Ety & Inc (HEQ) ...... N 12.96 11.62 – 10.3 – 13.3 First Trust HY Opp:2027 (FTHY) ...... N 21.49 19.67 – 8.5 NS Gab Utility (GUT)-h ...... N 4.13 8.04 + 94.7 17.0 HnckJPfdInco III (HPS) ...... N 17.51 16.84 – 3.8 – 6.6 JHancockTaxAdv Gl Sh Yld (HTY) ... N 6.51 5.74 – 11.8 – 9.8 Franklin Univ (FT) ...... N 8.57 7.52 – 12.3 5.1 GAMCOGlGold&NatRes (GGN) ...... A 4.03 3.53 – 12.4 – 7.2 J Han Prm (PDT) ...... N 13.69 13.96 + 2.0 – 16.8 Japan Smaller Cap (JOF) ...... N 10.34 9.15 – 11.5 7.6 InvHighIncTrII (VLT) ...... N 15.15 13.63 – 10.0 8.5 GAMCO NR GLD & INC TR (GNT) .... N 5.96 5.11 – 14.3 – 8.4 LMP CapInco (SCD) ...... N NA 11.84 NA – 11.9 Korea (KF) ...... N NA 44.29 NA 49.3 IVY HIGH INCOME OPP (IVH) ...... N 14.76 13.16 – 10.8 8.6 J Han Finl Opptys (BTO) ...... N 31.18 32.97 + 5.7 4.5 Nuveen Pref & I 2022 Trm (JPT) ...... N 24.50 24.34 – 0.7 4.0 LazardGlbTotRetInc (LGI) ...... N 19.94 18.73 – 6.1 21.4 MFS IntmdHgInc (CIF)-a ...... N 2.48 2.49 + 0.4 9.0 Macquarie/FirstTr Gl (MFD) ...... N 9.91 8.65 – 12.7 – 13.1 Nuveen Pref & Inc Opp (JPC) ...... N 9.68 9.20 – 5.0 – 5.1 MexicoEqandIncmFd (MXE) ...... N 11.51 9.76 – 15.2 – 18.1 NeubHgYldStrt (NHS) ...... N 12.70 11.81 – 7.0 9.2 Madison CovCall & Eq Str (MCN) .... N 7.26 7.19 – 1.0 23.3 Nuveen Fd (JPS) ...... N 9.73 9.35 – 3.9 – 1.8 Mexico (MXF) ...... N NA 13.84 NA – 1.8 New Amer Hi Inc (HYB) ...... N 9.89 8.78 – 11.2 6.4 Neuberger Brmn MLP & EI (NML) ... N 4.96 3.73 – 24.8 – 40.5 Nuveen Pref & Inc Term (JPI) ...... N 24.64 24.10 – 2.2 0.3 Miller/Howard High Inc E (HIE)-a ...... N 9.08 8.23 – 9.4 – 19.8 NexPointStratOppty (NHF)-a ...... N 18.60 11.84 – 36.3 11.8 NubrgrRlEstSec (NRO) ...... A 4.46 4.23 – 5.2 – 16.6 Nuveen TxAdvDivGr (JTD) ...... N 16.30 14.25 – 12.6 – 12.8 MS ChinaShrFd (CAF)-J ...... N 26.37 22.21 – 15.8 16.6 Nuveen CI 2023 Target (JHAA) ...... N 10.07 9.89 – 1.8 5.6 Nuv Dow 30 Dyn Overwrite (DIAX) .. N 16.84 15.07 – 10.5 – 8.4 TCW Strat Income (TSI) ...... N 5.56 5.56 + 0.0 0.0 MS India (IIF) ...... N 26.31 22.26 – 15.4 7.5 Nuveen CI Nov 2021 Tgt (JHB) ...... N 9.47 9.28 – 2.0 4.1 NuvCorEqAlpha (JCE) ...... N 15.66 14.35 – 8.4 4.0 Convertible Sec's. Funds New Germany (GF) ...... N 23.04 20.18 – 12.4 44.9 Nuveen Crdt Opps 2022 TT (JCO) .... N 8.31 8.22 – 1.1 7.0 AdvntCnvrtbl&IncFd (AVK) ...... N 19.82 17.00 – 14.2 19.4 New Ireland (IRL) ...... N 13.18 10.98 – 16.7 14.7 Nuveen Global High Inc (JGH) ...... N 16.94 15.25 – 10.0 7.1 a-NAV and market price are ex dividend. b-NAV is fully diluted. c- AllianzGI Con & Inc 2024 (CBH) ...... N 10.74 9.94 – 7.4 6.1 RENN Fund (RCG) ...... A NA 2.09 NA 22.3 PGIM Global High Yield (GHY) ...... N NA 14.56 NA 8.6 NAV is as of Thursday’s close. d-NAV is as of Wednesday’s close. GI Conv & Inc (NCV) ...... N 6.53 5.77 – 11.6 9.4 Royce Global Value Trust (RGT) ...... N 15.10 13.54 – 10.3 24.3 PGIM High Yield Bond (ISD) ...... N NA 15.15 NA 8.4 e-NAV assumes rights offering is fully subscribed. f-Rights offering AGI Conv & Inc II (NCZ) ...... N 5.86 5.07 – 13.5 8.8 Swiss Helvetia (SWZ) ...... N 10.69 9.17 – 14.2 12.8 PGIM Sh Dur Hi Yld Opp (SDHY)-a ... N 20.05 NA NA NS AGI Dvs Inc & Conv (ACV) ...... N 36.67 34.10 – 7.0 46.5 Templeton Dragon (TDF) ...... N 27.97 25.28 – 9.6 67.4 PioneerHilncmTr (PHT) ...... N 9.52 9.15 – 3.9 8.4 in process. g-Rights offering announced. h-Lipper data has been ad- AGI Eqty & Conv Inc (NIE) ...... N 32.02 29.36 – 8.3 31.8 Templeton Em Mkt (EMF) ...... N 21.99 20.36 – 7.4 33.3 Wells Fargo Income Oppty (EAD) .... A 9.09 8.14 – 10.5 8.5 justed for rights offering. j-Rights offering has expired, but Lipper Bancroft Fund Ltd (BCV) ...... A 34.18 31.71 – 7.2 35.7 United Corps Ltd (UNC)-cy ...... T 172.67 110.00 – 36.3 11.8 WstAstHIF II (HIX)-a ...... N NA 6.87 NA 8.5 data not yet adjusted. l-NAV as of previous day. o-Tender offer in CalamosConvHi (CHY) ...... N 16.45 15.01 – 8.8 39.5 Wells Fargo Gl Div Oppty (EOD) ...... N 5.71 5.03 – 11.9 0.6 Western Asset Hi Inc Opp (HIO)-a .... N NA 4.91 NA 7.8 process. Source: Lipper CalmosConvOp (CHI) ...... N 15.58 14.08 – 9.6 36.6 U.S. Mortgage Bond Funds Western Asset Hi Yld D O (HYI)-a ..... N NA 15.41 NA 7.3

THREE YEAR TED SPREAD Market Sentiment LAST +1.89 Citigroup Panic/Euphoria Model TED Spread = 3-mth LIBOR – 3-mth T-bill rate 2.1 1.5 Euphoria 1.4 1.4 1.3 1.2 0.7 1.1 1.0 0.9 0 0.8 -0.7 Friday's Close 0.13 0.7 0.6 Panic 0.5 -1.4 0.4 0.3 -2.1 0.2 D J F M A M J J A S O N DJ 0.1 The panic/euphoria model is a gauge of investor sentiment. It identifies "Panic" and "Euphoria" levels which are statistically driven buy and Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 sell signals for the broader market. Historically, a reading below panic supports a better than 95% likelihood that stock prices will be 18 19 20 21 higher one year later, while euphoria levels generate a better than 80% probability of stock prices being lower one year later. Source: Citigroup Investment Research - US Equity Strategy January 25, 2021 BARRON’S M33

Weekly Closed-End Funds Data provided by

12 mos 12 mos 12 mos 52 Week Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Yield Stock Market Prem Market Fund Name (Symbol) Exch NAV Price /Disc 12/31/20 Fund Name (Symbol) Exch NAV Price /Disc 12/31/20 Fund Name (Symbol) Exch NAV Price /Disc 12/31/20 Fund Name (Symbol) Exch NAV Price /Disc Return

Other Domestic Taxable Bond Funds InvescoQual Inc (IQI) ...... N 13.87 12.89 – 7.1 4.6 Nuveen VA Qlty Mun Inc (NPV) ...... N 15.38 15.70 + 2.1 3.4 Blackstone/GSO FR EI D (N/A) ...... z 24.13 NA NA 5.5 Apollo Tactical Income (AIF) ...... N NA 14.38 NA 7.3 InvTrInvGrMu (VGM) ...... N 14.15 13.15 – 7.1 4.6 PIMCO CA (PCQ) ...... N 14.30 18.00 + 25.9 4.3 Blackstone/GSO FR EI I (N/A) ...... z 24.10 NA NA 5.8 Ares Dynamic Crdt Alloc (ARDC)-a ... N NA 14.48 NA 8.4 InvescoValMunInc (IIM) ...... N 16.84 15.59 – 7.4 4.4 PIMCOCAMuniII (PCK) ...... N 9.16 9.07 – 1.0 4.2 Blackstone/GSO FR EI T (N/A) ...... z 24.06 NA NA 5.3 Barings Corporate Inv (MCI) ...... N NA 13.68 NA 7.2 MAINSTAY:MK DEFTR MUN OP (MMD) N NA 22.03 NA 4.6 Pimco CA Muni III (PZC) ...... N 10.31 10.39 + 0.8 4.4 Blackstone/GSO FR EI T-I (N/A) ...... z 24.65 NA NA 5.3 Barings Part Inv (MPV) ...... N NA 12.22 NA 6.7 MFS HgIncMuniTr (CXE)-a ...... N 5.34 5.12 – 4.1 4.8 PIMCO NY (PNF) ...... N 12.05 12.18 + 1.1 4.3 Blackstone/GSO FR EI U (N/A) ...... z 25.12 NA NA 5.3 BlackRock Mlt-Sctr Inc (BIT) ...... N 18.42 17.42 – 5.4 8.4 MFS HgYldMuniTr (CMU)-a ...... N 4.82 4.48 – 7.1 4.9 PIMCONYMuniII (PNI) ...... N 11.53 11.26 – 2.3 4.4 Blstn Commnty Dev (N/A) ...... z 10.04 NA NA 3.3 BlackRock Tax Muni Bd (BBN) ...... N 25.39 26.22 + 3.3 5.0 NeubrgrBrm (NBH) ...... A 15.41 15.39 – 0.1 4.9 Pimco NY Muni III (PYN) ...... N 9.17 8.97 – 2.2 4.7 BNYM Alcntr Glb MS Cr Fd (N/A) ..... z 103.21 NA NA 6.9 DoubleLine:Oppor Crdt Fd (DBL) .... N NA 19.84 NA 8.6 Nuveen AMT-Fr Mu Val (NUW) ...... N 17.42 16.45 – 5.6 2.8 General Equity Funds CLIFFWATER CL FD;I (N/A) ...... z 10.41 NA NA 6.8 Duff&Ph Util Cor (DUC) ...... N 9.51 9.85 + 3.6 5.9 Nuveen AMT-Fr Qlty Mun I (NEA) .... A 16.03 15.01 – 6.4 4.4 Alternative Strategies:I (N/A) ...... z 5.62 NA NA – 12.5 CNR Strategic Credit (N/A) ...... z 10.51 NA NA 7.9 EVLmtDurIncm (EVV) ...... A 13.76 12.51 – 9.1 9.5 Nuveen AMT-Fr Mu CI (NVG) ...... A NA 16.73 NA 4.6 AMG Pantheon:1 (N/A) ...... z NA NA NA NA FedProj&TrFinanceTendr (N/A) ...... z 9.94 NA NA 2.7 Franklin Ltd Dur Income (FTF) ...... A 9.52 9.35 – 1.8 9.9 Nuveen Dyn Muni Opp (NDMO) ...... N 15.85 NA NA NS BOW RIVER CAPTL EVGN;I (N/A) .... z NA NA NA N FS Global Crdt Opptys D (N/A) ...... z NA NA NA 8.4 J Han Investors (JHI) ...... N 18.59 17.59 – 5.4 7.9 Nuveen Enh Muni Val (NEV) ...... N NA 16.20 NA 4.3 Continuously Offered Schrdrs Opp Inc;A (N/A) ...... z 25.86 NA NA 1.9 KKR Income Opportunities (KIO) .... N NA 14.66 NA 10.1 Nuveen Int Dur Mun Term (NID) ...... N NA 14.14 NA 3.7 52 Week Schrdrs Opp Inc;A2 (N/A) ...... z NA NA NA NS MFS Charter (MCR)-a ...... N 8.86 8.69 – 1.9 7.9 Nuveen Int Dur Qlty Mun (NIQ) ...... N NA 14.50 NA 2.8 Stock Market Prem Market Schrdrs Opp Inc;I (N/A) ...... z 25.86 NA NA 1.9 Nuveen Taxable Muni Inc (NBB) ...... N 22.90 23.83 + 4.1 4.6 Nuveen Mu Crdt Opps (NMCO) ...... N NA 13.74 NA 5.5 Fund Name (Symbol) Exch NAV Price /Disc Return Schrdrs Opp Inc;SDR (N/A) ...... z 25.90 NA NA 2.0 PCM Fund (PCM) ...... N NA 11.15 NA 8.9 NuvMuni2021TgtTerm (NHA) ...... N NA 9.85 NA 1.3 Invesco Sr Loan A (N/A) ...... z 6.39 NA NA 4.2 PIMCO Corp & Inc Oppty (PTY) ...... N NA 17.94 NA 8.7 Nuv Muni Credit Income (NZF) ...... A NA 16.02 NA 4.7 Specialized Equity Funds Invesco Sr Loan C (N/A) ...... z 6.40 NA NA 3.5 PIMCO Corp & Inc Strat (PCN) ...... N NA 17.06 NA 7.8 NuvMuniHiIncOpp (NMZ) ...... A NA 14.31 NA 5.0 Bluerock Total Inc+ RE:A (N/A) ...... z 29.41 NA NA 1.5 Invesco Sr Loan IB (N/A) ...... z 6.39 NA NA 4.4 PIMCOHilnco (PHK) ...... N NA 6.11 NA 10.6 Nuveen Muni Inc (NMI) ...... N 11.38 11.40 + 0.1 3.5 Bluerock Total Inc+ RE:C (N/A) ...... z 27.96 NA NA 0.7 Invesco Sr Loan IC (N/A) ...... z 6.39 NA NA 4.3 PIMCO IncmStrFd (PFL) ...... N NA 11.41 NA 9.4 Nuveen Muni Val (NUV) ...... N 10.76 10.98 + 2.0 3.3 Bluerock Total Inc+ RE:I (N/A) ...... z 29.98 NA NA 1.7 Invesco Sr Loan Y (N/A) ...... z 6.39 NA NA 4.4 PIMCO IncmStrFd II (PFN) ...... N NA 9.95 NA 9.6 Nuveen Quality Muni Inc (NAD) ...... N 16.37 15.15 – 7.5 4.4 Bluerock Total Inc+ RE:L (N/A) ...... z 29.14 NA NA 1.2 Pioneer Sec Inc (N/A) ...... z 9.78 NA NA 4.5 Putnam Mas Int (PIM)-a ...... N 4.50 4.21 – 6.4 8.3 Nuveen Sel Mat (NIM) ...... N NA 10.66 NA 2.9 Broadstone Rl Est Acc:I (N/A) ...... z NA NA NA NA High Yield Bond Funds Putnam Prem Inc (PPT)-a ...... N 4.97 4.70 – 5.4 8.8 Nuveen Sel TF (NXP) ...... N NA 17.13 NA 3.0 Broadstone Rl Est Acc:W (N/A) ...... z NA NA NA NA Griffin Inst Access Cd:A (N/A) ...... z NA NA NA 6.0 Wells Fargo Multi-Sector (ERC) ...... A 13.04 12.18 – 6.6 9.5 Nuveen Sel TF 2 (NXQ) ...... N NA 15.80 NA 3.1 CIM RA&C A (N/A) ...... z 25.53 NA NA NS Griffin Inst Access Cd:C (N/A) ...... z NA NA NA 6.0 World Income Funds Nuveen Sel TF 3 (NXR) ...... N NA 16.96 NA 2.9 CIM RA&C C (N/A) ...... z 25.39 NA NA NS Griffin Inst Access Cd:F (N/A) ...... z NA NA NA 6.0 Abrdn AP IncFd (FAX)-a ...... N 4.87 4.40 – 9.7 7.4 PIMCO MuniInc (PMF) ...... N 13.30 14.19 + 6.7 4.6 CIM RA&C I (N/A) ...... z 25.58 NA NA NS Griffin Inst Access Cd:I (N/A) ...... z NA NA NA 6.0 Aberdeen Global Income (FCO)-a ..... N 6.95 7.98 + 14.8 10.6 PIMCOMuniIncII (PML) ...... N 12.48 14.51 + 16.3 4.9 CIM RA&C L (N/A) ...... z 25.48 NA NA NS Griffin Inst Access Cd:L (N/A) ...... z NA NA NA 6.0 BlackRock 2022 Gl Inc Op (BGIO) ... N 9.25 9.20 – 0.5 6.6 Pimco Muni III (PMX) ...... N 11.43 12.20 + 6.7 4.6 Clarion Partners REI D (N/A) ...... z NA NA NA NA PIMCO Flexible Cr I;A-2 (N/A) ...... z 9.34 NA NA 7.3 BrndywnGLB Glb Inc Oppts (BWG) . N NA 12.40 NA 7.4 PioneerHilncAdv (MAV)-a ...... N 12.35 11.69 – 5.3 4.4 Clarion Partners REI I (N/A) ...... z NA NA NA NA PIMCO Flexible Cr I;A-3 (N/A) ...... z 9.33 NA NA NS PioneerMunHiIcmT (MHI)-a ...... N 13.22 12.49 – 5.5 4.4 Clarion Partners REI S (N/A) ...... z NA NA NA NA PIMCO Flexible Cr I;A-4 (N/A) ...... z 9.34 NA NA 7.6 EtnVncStDivInc (EVG)-a ...... N 13.86 13.10 – 5.5 6.6 Putnam Mgd Inc (PMM)-a ...... N 8.26 8.15 – 1.3 4.7 First Tr/Ab Glbl Inc (FAM) ...... N 11.06 10.59 – 4.2 9.1 Clarion Partners REI T (N/A) ...... z NA NA NA NA PIMCO Flexible Cr I;Inst (N/A) ...... z 9.34 NA NA 8.4 Putnam Muni Opp (PMO)-a ...... N 13.95 13.71 – 1.7 4.8 Griffin Inst Access RE:A (N/A) ...... z NA NA NA NA PionrILSBridge (N/A) ...... z 10.00 NA NA 0.0 MS EmMktDomDebt (EDD) ...... N 7.19 6.17 – 14.2 6.9 RiverNorth Flex Muni Inc (RFM) ...... N 23.63 NA NA NS Ms EmMktDebtFd (MSD) ...... N 10.43 9.22 – 11.6 4.6 Griffin Inst Access RE:C (N/A) ...... z NA NA NA NA WA Middle Mkt Inc (N/A) ...... z 621.77 NA NA 7.4 RiverNorth Mgd Dur Mun I (RMM) .. N 19.70 18.51 – 6.0 6.1 Griffin Inst Access RE:I (N/A) ...... z NA NA NA NA Other Domestic Taxable Bond Funds Nuveen EM Dbt 2022 Tg Tr (JEMD) . N 7.85 7.67 – 2.3 5.8 RiverNorth Opps Muni Inc (RMI) ..... N 23.50 21.42 – 8.9 5.0 PIMCO Dyn Crd & Mrt Inc (PCI) ...... N NA 21.23 NA 9.8 GS Real Est Div Inc:A (N/A) ...... z 9.76 NA NA – 2.1 Alternative Credit Inc:A (N/A) ...... z 10.52 NA NA 6.7 Western Asset Mgd Muni (MMU)-a .. N NA 12.95 NA 4.2 GS Real Est Div Inc:C (N/A) ...... z 9.75 NA NA – 2.9 PIMCO Dynamic Income (PDI) ...... N NA 26.22 NA 10.0 Western Asset Mun Hi Inc (MHF)-a .. N NA 7.74 NA 3.7 Alternative Credit Inc:C (N/A) ...... z 10.64 NA NA 6.0 PIMCO Income Opportunity (PKO) .. N NA 24.82 NA 9.0 GS Real Est Div Inc:I (N/A) ...... z 10.19 NA NA – 1.9 Alternative Credit Inc:I (N/A) ...... z 10.54 NA NA 7.0 WstAstMuniPrtnrs (MNP)-a ...... N NA 15.08 NA 3.8 GS Real Est Div Inc:L (N/A) ...... z 9.77 NA NA – 2.3 PIMCO Stratg Inc (RCS) ...... N NA 6.92 NA 9.5 Westn Asst Mu Def Opp Tr (MTT)-a .. N NA 21.20 NA 3.1 Alternative Credit Inc:L (N/A) ...... z 10.52 NA NA 6.5 GS Real Est Div Inc:W (N/A) ...... z 9.91 NA NA – 2.1 Alternative Credit Inc:W (N/A) ...... z 10.52 NA NA 6.7 StoneHarbor EM Tot Inc (EDI) ...... N 8.39 8.67 + 3.3 13.6 Single State Muni Bond why how StoneHarbor Emg Mkts Inc (EDF) ... N 7.16 7.95 + 11.0 16.4 NexPointRlEstStrat;A (N/A) ...... z 16.21 NA NA – 12.4 Am Beacon Apollo TR:T (N/A) ...... z 10.23 NA NA 2.2 Templeton Em Inc (TEI) ...... N 8.71 7.69 – 11.7 7.3 BlackRock CA Mun (BFZ) ...... N 16.09 14.07 – 12.6 3.2 NexPointRlEstStrat;C (N/A) ...... z 16.38 NA NA – 12.9 Am Beacon Apollo TR:Y (N/A) ...... z 10.30 NA NA 3.0 Templtn Glbl Inc (GIM) ...... N 6.06 5.61 – 7.4 4.0 BlackRock MA Tax-Exempt (MHE) .. N 13.85 13.64 – 1.5 3.7 NexPointRlEstStrat;Z (N/A) ...... z 16.38 NA NA – 12.2 Am Beacon SP Enh Inc:T (N/A) ...... z 9.60 NA NA 4.0 Virtus Gl MSec Inc (VGI) ...... N 12.58 11.81 – 6.1 10.9 BlackRock MD Mun Bd (BZM) ...... N 15.37 15.73 + 2.3 3.2 PREDEX;I (N/A) ...... z 25.26 NA NA 0.5 Am Beacon SP Enh Inc:Y (N/A) ...... z 9.69 NA NA 4.7 WstAstEmergDebt (EMD)-a ...... N NA 13.71 NA 8.4 BR MH CA Qly Fd Inc (MUC) ...... N 16.04 14.91 – 7.0 3.9 PREDEX;T (N/A) ...... z 25.37 NA NA 0.5 BR Credit Strat;A (N/A) ...... z 10.47 NA NA NS BR MH NJ Qly (MUJ) ...... N 16.20 14.45 – 10.8 4.7 PREDEX;W (N/A) ...... z 25.37 NA NA 0.5 BR Credit Strat;Inst (N/A) ...... z 10.46 NA NA 5.2 Western Asset Gl Cr D Op (GDO)-a ... N NA 17.89 NA 6.7 BR MH NY Qly (MHN) ...... N 15.24 14.06 – 7.7 4.2 National Muni Bond Funds Principal Dvs Sel RA A (N/A) ...... z 26.20 NA NA 1.9 BlackRock Mlt-Sctr Oppty (N/A) ...... z 88.46 NA NA 8.1 BlkRkMunyldAZ (MZA) ...... N 14.94 15.41 + 3.1 3.9 Principal Dvs Sel RA Ins (N/A) ...... z 26.25 NA NA 2.1 BlackRock Mlt-Sec Opp II (N/A) ...... z 91.37 NA NA 7.9 AllBerNatlMunInc (AFB) ...... N 15.48 14.14 – 8.7 4.1 BR MuniYld CA (MYC) ...... N 16.45 14.67 – 10.8 3.4 Principal Dvs Sel RA Y (N/A) ...... z 26.33 NA NA 2.3 BlckRk Inv Q Mun (BKN) ...... N 16.77 16.92 + 0.9 4.3 Carlyle Tact Pvt Cred:A (N/A) ...... z NA NA NA 6.6 BR MuniYld CA Qly (MCA) ...... N 16.26 14.95 – 8.1 4.0 SharesPost 100;A (N/A) ...... z 37.26 NA NA 26.3 Carlyle Tact Pvt Cred:I (N/A) ...... z NA NA NA 7.3 BlckRk L-T Muni Adv (BTA) ...... N 13.20 12.78 – 3.2 4.7 BR MuniYld MI Qly (MIY) ...... N 15.89 14.62 – 8.0 4.2 BR Mu InDur (MUI) ...... N 16.17 14.76 – 8.7 4.0 SharesPost 100:I (N/A) ...... z 37.55 NA NA 26.6 Carlyle Tact Pvt Cred:L (N/A) ...... z NA NA NA 6.9 BR MuniYld NJ (MYJ) ...... N 16.25 14.42 – 11.3 5.0 SharesPost 100:L (N/A) ...... z 36.98 NA NA 26.0 Carlyle Tact Pvt Cred:M (N/A) ...... z NA NA NA NS BlackRock Muni 2030 Tgt (BTT) ...... N 26.94 25.67 – 4.7 2.9 BR MuniYld NY Qly (MYN) ...... N 14.60 13.34 – 8.6 4.1 BlackRock Mun Bd (BBK) ...... N 16.84 16.17 – 4.0 4.4 USQ Core Real Estate:I (N/A) ...... z 24.75 NA NA 0.2 Carlyle Tact Pvt Cred:N (N/A) ...... z NA NA NA 7.3 BR MuniYld PA Qly (MPA) ...... N 16.34 14.60 – 10.6 4.1 USQ Core Real Estate:IS (N/A) ...... z 24.76 NA NA 0.2 Carlyle Tact Pvt Cred:Y (N/A) ...... z NA NA NA 7.0 BlackRock Muni (BFK) ...... N 14.81 15.09 + 1.9 4.3 BlckRk NY Muni Inc Qly (BSE) ...... N 15.14 13.86 – 8.5 4.0 Versus Cap MMgr RE Inc:I (N/A) ..... z 27.12 NA NA NE BlackRock Muni II (BLE) ...... N 15.22 15.44 + 1.4 4.6 BlackRock NY Mun (BNY) ...... N 15.22 14.55 – 4.4 4.1 CION Ares Dvsfd Crdt;A (N/A) ...... z NA NA NA 5.5 BlckRk Mun Inc Inv (BBF) ...... N 14.53 13.84 – 4.7 4.5 Versus Capital Real Asst (N/A) ...... z 25.49 NA NA 1.3 CION Ares Dvsfd Crdt;C (N/A) ...... z NA NA NA 5.5 BlackRock NY Mun II (BFY) ...... N 15.72 14.53 – 7.6 4.5 Wildermuth Endwmnt:A (N/A) ...... z 13.54 NA NA – 5.1 BlckRk Muni Inc Qly (BYM) ...... N 15.96 15.21 – 4.7 3.9 BlackRock VA Mun (BHV) ...... N 15.73 16.02 + 1.8 3.4 CION Ares Dvsfd Crdt;I (N/A) ...... z NA NA NA 5.5 BlckRk Muni Inc Inv Qly (BAF) ...... N 15.63 15.14 – 3.1 4.5 Wildermuth Endwmnt:C (N/A) ...... z 13.03 NA NA – 5.9 CION Ares Dvsfd Crdt;L (N/A) ...... z NA NA NA 5.5 Del CO Muni Inc (VCF)-a ...... A 15.42 14.29 – 7.3 3.5 Wildermuth Endowment:I (N/A) ...... z 13.62 NA NA – 5.4 BR MuniAssets Fd (MUA) ...... N 14.65 15.14 + 3.3 4.3 Del MN II (VMM)-a ...... A 15.06 13.29 – 11.8 3.1 CION Ares Dvsfd Crdt;U (N/A) ...... z NA NA NA 5.5 BR MuniEnhanced (MEN) ...... N 12.52 12.14 – 3.0 4.2 Income & Preferred Stock Funds CION Ares Dvsfd Crdt:U2 (N/A) ...... z NA NA NA NS EVCAMuniBd (EVM)-a ...... A 12.77 11.50 – 9.9 4.0 A3 Alternative Cr (N/A) ...... z 10.19 NA NA 1.1 BR MuniHoldng2 (MUH) ...... N 16.18 15.22 – 5.9 4.6 EVCAMuniIncm (CEV) ...... A 14.82 13.74 – 7.3 4.0 CION Ares Dvsfd Crdt;W (N/A) ...... z NA NA NA 5.5 BR MuniHoldings Qly (MFL) ...... N 15.24 14.34 – 5.9 3.9 Calamos L/S Eqty and DI (CPZ) ...... z 20.28 18.02 – 11.1 8.8 CNR Select Strategies (N/A) ...... z 11.60 NA NA 0.0 Eaton Vance NY Muni Bd (ENX)-a ..... A 13.56 12.15 – 10.4 4.0 Destra Multi-Altrntv;A (N/A) ...... z 11.98 NA NA – 5.9 BR MH Qly (MUS) ...... N 14.21 13.33 – 6.2 4.4 EVNYMuniIncm (EVY) ...... A 15.09 13.99 – 7.3 3.8 First Eagle Crdt Opps A (N/A) ...... z 25.74 NA NA NS BR MH Qly 2 (MUE) ...... N 14.33 13.35 – 6.8 4.2 Destra Multi-Altrntv;C (N/A) ...... z 11.45 NA NA – 6.6 First Eagle Crdt Opps I (N/A) ...... z 25.74 NA NA NS InvCaValMuIncTr (VCV) ...... N 13.73 13.21 – 3.8 4.0 Destra Multi-Altrntv;I (N/A) ...... z 12.23 NA NA – 5.6 BR MuniHoldngs (MHD) ...... N 17.43 16.32 – 6.4 4.4 InvPAValMuIncTr (VPV) ...... N 14.32 12.75 – 11.0 4.6 FS Credit Income;A (N/A) ...... z NA NA NA 5.4 BR MuniVest Fd (MVF) ...... N 9.96 9.19 – 7.7 4.3 Destra Multi-Altrntv;T (N/A) ...... z 11.63 NA NA – 6.3 FS Credit Income;I (N/A) ...... z NA NA NA 5.7 InvTrInvGrNYMu (VTN) ...... N 14.48 13.30 – 8.1 4.2 Flat Rock Opportunity (N/A) ...... z 20.55 NA NA 17.4 BR MuniVest 2 (MVT) ...... N 15.65 15.32 – 2.1 4.5 NeubrgrBrmCA (NBW) ...... A 15.70 13.55 – 13.7 3.9 FS Credit Income;T (N/A) ...... z NA NA NA 5.2 BR MuniYield Fd (MYD) ...... N 15.33 14.36 – 6.3 4.6 The Relative Value:CIA (N/A) ...... z NA NA NA NA FS Credit Income;U (N/A) ...... z NA NA NA 5.2 NeubrgeBrmNY (NBO) ...... A 14.23 12.29 – 13.6 3.8 Variant Altrntv Inc:Inst (N/A) ...... z 26.65 NA NA 5.6 BR MuniYld Invest Qly (MFT) ...... N 14.58 14.51 – 0.5 4.5 Nuveen AZ Qual Muni Inc (NAZ) ...... N 15.38 15.88 + 3.3 3.5 FS Credit Income;U-2 (N/A) ...... z NA NA NA NS BR MuniYield Qlty (MQY) ...... N 16.67 17.05 + 2.3 4.2 Nuveen CA AMT-F Qual MI (NKX) .... A 16.93 15.44 – 8.8 4.0 Variant Altrntv Inc:Inv (N/A) ...... z 26.66 NA NA 5.4 GL Beyond Income (N/A) ...... z 0.61 NA NA NE BR MuniYld Qlty2 (MQT) ...... N 14.64 14.20 – 3.0 4.1 Nuveen CA Val (NCA) ...... N 10.86 10.95 + 0.8 2.9 Convertible Sec's. Funds KKR CREDIT OPPTY;D (N/A) ...... z NA NA NA NS BR MuniYld Qly 3 (MYI) ...... N 15.37 14.16 – 7.9 3.8 Nuveen CA Muni Value 2 (NCB) ...... N 16.56 15.53 – 6.2 2.7 Calmos Dyn Conv and Inc (CCD) ..... z 32.07 29.98 – 6.5 60.9 KKR CREDIT OPPTY;I (N/A) ...... z NA NA NA NS BR MuniYldInv (MYF) ...... N 14.80 14.08 – 4.9 4.8 NuveenCAQtyMuInc (NAC) ...... N 16.32 14.88 – 8.8 4.1 12 mos KKR CREDIT OPPTY;T (N/A) ...... z NA NA NA NS BlckRk Str Muni (BSD) ...... N 14.82 15.00 + 1.2 4.7 Nuveen CA Sel Tx-Free (NXC) ...... N 15.99 16.25 + 1.6 3.2 Stock Market Prem Yield KKR CREDIT OPPTY;U (N/A) ...... z NA NA NA NS BNY Mellon Muni Bd Infra (DMB)-a .. N 14.64 14.46 – 1.2 4.5 NuvGA Qual Muni Inc (NKG) ...... A NA 12.96 NA 3.7 Fund Name (Symbol) Exch NAV Price /Disc 12/31/20 Lord Abbett Cred Opps Fd (N/A) ...... z 10.65 NA NA 6.8 BNY Mellon Muni Income (DMF) ..... A 9.38 8.97 – 4.4 4.7 Nuveen MA Qual Muni Inc (NMT) .... N 15.26 14.65 – 4.0 3.6 Lord Abbett Cred Opps Fd (N/A) ...... z 10.66 NA NA 7.4 BNY Mellon Str Muni Bond (DSM) ... N 8.39 7.82 – 6.8 4.5 Nuveen MD Qual Muni Inc (NMY) .... N 15.39 14.05 – 8.7 4.0 World Equity Funds Lord Abbett Crd Op:U (N/A) ...... z 10.65 NA NA NS BNY Mellon Strat Muni (LEO) ...... N 8.74 8.41 – 3.8 4.9 Nuveen MI Qual Muni Inc (NUM) ..... N 16.22 15.02 – 7.4 3.8 ACAP Strategic:A (N/A) ...... z 27.75 NA NA 47.8 Palmer Square Opp Inc (N/A) ...... z 18.63 NA NA 5.8 Del Inv Natl Muni Income (VFL)-a ..... A 15.01 13.42 – 10.6 3.8 Nuveen Minn Qual Mun Inc (NMS) .. A 15.60 14.73 – 5.6 3.9 ACAP Strategic:W (N/A) ...... z 20.47 NA NA 48.9 Thrivent Church Ln&Inc:S (N/A) ..... z 10.84 NA NA 2.6 DTF Tax-Free Income (DTF) ...... N 16.15 14.35 – 11.1 3.2 Nuveen MO Qual Mun Inc (NOM) .... A 14.08 14.02 – 0.4 3.4 BMO LGM Front ME;I (N/A) ...... z 6.00 NA NA – 29.1 World Income Funds DWS Muni Inc (KTF) ...... N 12.78 11.57 – 9.5 4.0 Nuveen NJ Muni Value (NJV) ...... N 15.65 14.16 – 9.5 2.7 CalamosGlbTotRet (CGO) ...... z 15.46 15.60 + 0.9 39.3 Destra Int&Evt-Dvn Crd:A (N/A) ...... z 26.73 NA NA 2.5 DWS Strat Mun (KSM) ...... N 12.81 11.62 – 9.3 4.4 NuvNJ Qual Muni Inc (NXJ) ...... A 16.82 14.34 – 14.7 4.5 CPG Cooper Square IE A (N/A) ...... z NA NA NA NS Destra Int&Evt-Dvn Crd:I (N/A) ...... z 26.73 NA NA 2.7 EVMuniBd (EIM)-a ...... A 14.28 13.30 – 6.9 4.2 Nuveen NY AMT/Fr Qual MI (NRK) .. A 15.11 13.50 – 10.7 4.1 CPG Cooper Square IE I (N/A) ...... z NA NA NA NS Destra Int&Evt-Dvn Crd:L (N/A) ...... z 26.70 NA NA 2.4 EVMuniIncm (EVN) ...... N 14.33 13.59 – 5.2 4.2 Nuveen NY Val (NNY) ...... N 10.24 10.08 – 1.6 3.2 Primark Priv Eq Inv:I (N/A) ...... z 11.55 NA NA NS Destra Int&Evt-Dvn Crd:T (N/A) ...... z 26.67 NA NA 2.2 EVNatMuniOpp (EOT)-a ...... N 21.98 20.71 – 5.8 3.8 Nuveen NY Muni Value 2 (NYV) ...... N 15.85 14.92 – 5.9 2.3 VirtusTotalRetFd (ZTR) ...... z 9.29 8.73 – 6.0 – 3.9 National Muni Bond Funds FedHrmsPremMuI (FMN)-a ...... N 15.73 14.54 – 7.6 4.1 Nuveen NY Qual Muni Inc (NAN) ..... N 15.64 14.34 – 8.3 4.3 Loan Participation Funds PIMCO Flex Mun Inc;A-3 (N/A) ...... z 11.59 NA NA 2.1 InvAdvMuIncTrII (VKI) ...... A 12.26 11.46 – 6.5 4.7 Nuveen NY Sel Tx-Free (NXN) ...... N 14.48 14.25 – 1.6 3.3 1WS Credit Income (N/A) ...... z NA NA NA 5.9 PIMCO Flex Mun Inc:A1 (N/A) ...... z 11.59 NA NA NS Invesco MuniOp (OIA) ...... N 7.78 7.86 + 1.0 4.8 Nuveen OH Qual Muni Inc (NUO) ..... N NA 15.64 NA 3.4 AlphCntrc Prime Merid In (N/A) ...... z 9.70 NA NA 11.1 PIMCO Flex Mun Inc;A2 (N/A) ...... z 11.59 NA NA NS InvescoMuOppTr (VMO) ...... N 13.71 12.96 – 5.5 4.6 Nuveen PA Muni Value (NPN) ...... N NA 13.96 NA 2.6 Angel Oak Str Crdt:Inst (N/A) ...... z NA NA NA 8.0 PIMCO Flex Mun Inc;Inst (N/A) ...... z 11.59 NA NA 2.8 InvescoMuTr (VKQ) ...... N 13.74 12.95 – 5.7 4.6 Nuveen PA Qual Muni Inc (NQP) ..... N NA 14.22 NA 4.3 Axonic Alternative Inc (N/A)-a ...... z 22.12 NA NA 3.3 Tortoise Tax-Adv Soc Inf (N/A) ...... z 9.52 NA NA 4.7

TOP SAVINGS DEPOSIT YIELDS

Money Market Account1 One-Year CDs Five-Year CDs Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect. Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Axos Bank San Diego,CA (877)541-2634 10000 0.61 (CD) 0.61 Legacy Bank Hinton,OK (800)687-9688 1000 0.70 (CM) 0.70 Travis CU Concord,CA (800)435-4040 500 1.00 (CM) 1.00 BankDirect Dallas,TX (877)839-2737 10000 0.60 (CD) 0.60 Ally Bank Philadelphia,PA (877)247-2559 1 0.60 (CD) 0.60 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.95 (CM) 0.95 Ally Bank Philadelphia,PA (877)247-2559 1 0.50 (CD) 0.50 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.60 (CM) 0.60 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.95 (CA) 0.95 American Express Salt Lake City,UT (800)446-6307 1 0.50 (CD) 0.50 iGobanking.com Flushing,NY (888)432-5890 1000 0.60 (CD) 0.60 Ally Bank Philadelphia,PA (877)247-2559 1 0.85 (CD) 0.85 CIT Bank Livingstn,NJ (855)462-2652 1 0.50 (CD) 0.50 BankDirect Dallas,TX (877)839-2737 10000 0.60 (CD) 0.60 Popular Direct New York,NY (800)274-5696 10000 0.80 (CD) 0.80 Six-Month CDs2 2½-Year CDs 90-Day Jumbo CDs Telephone Min. Recent Effect. Telephone Min. Recent Effect. Telephone Min. Recent Effect. Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield Institution Location No. Deposit % Rate % Yield iGobanking.com Flushing,NY (888)432-5890 1000 0.55 (CD) 0.55 Emigrant Direct New York,NY (800)836-1997 1000 0.60 (CD) 0.60 Legacy Bank Hinton,OK (800)687-9688 10000 0.40 (CM) 0.40 Dollar Savings Direct Ossining,NY (866)395-8693 1000 0.55 (CD) 0.55 Community Commerce Bk Los Angeles,CA (323)268-6100 10000 0.58 (CM) 0.58 First Internet Bank Indianapolis,IN (888)873-3424 1000 0.25 (CM) 0.25 Emigrant Direct New York,NY (800)836-1997 1000 0.50 (CD) 0.50 My Savings Direct Ossining,NY (877)752-1919 1000 0.55 (CD) 0.55 Radius Bank Boston,MA (800)242-0272 1000 0.25 (CD) 0.25 My Savings Direct Ossining,NY (877)752-1919 1000 0.50 (CD) 0.50 Discover Bank Greenwood,DE (800)347-7000 2500 0.55 (CD) 0.55 Giantbank.com Ft.Lauderdale,FL (877)446-4200 2500 0.25 (CD) 0.25 BankDirect Dallas,TX (877)839-2737 10000 0.50 (CD) 0.50 ProGrowth Bank Gaylord,MN (888)922-2265 25000 0.51 (CA) 0.51 Axos Bank San Diego,CA (877)541-2634 1000 0.20 (CD) 0.20 1 Including passbook, statement savings, and bank-offered liquid asset accounts. Yields are based on the stated rate and compounding method in effect Friday and are subject Source: (c) 2021, Informa Research Services, 30501 Agoura Road, 2nd Floor, Agoura Hills, CA 2Six-month CD yields assume reinvestment of principal and interest at the same rate for an to change. Phone to verify before investing or sending money. 91301 818-880-8877. All rights reserved. May not be reproduced or retransmitted in any form without express written consent of Informa Research Services. additional six months. (CC) Compounded continuously; (SA) compounded semiannually; (CD) compounded daily; Rates are the highest yields on six types of accounts offered by federally-insured banks and (CA) compounded annually; (CM) compounded monthly; (SI) simple interest; (CQ) com- savings associations nationwide. pounded quarterly M34 BARRON’S January 25, 2021 Market Laboratory

DJ HALF-HOURLY AVERAGES THE DOW JONES AVERAGES TRADING DIARY Market Advance/Decline Volumes Dow Jones 30 Industrial (divisor: 0.15198707565833) Week's Daily Jan 18 19 20 21 22 Daily Jan 18 19 20 21 22 COMPONENTS Change INDUSTRIALS 32000 NY Up ... 654,324 539,358 303,994 519,206 3M 3.49 Open (t) … 31061.72 31042.51 31191.27 31004.41 NY Off ... 405,413 443,735 575,061 515,296 Open (a) … 30887.42 31017.54 31198.01 31141.56 American Express 3.99 NY Up - Composite ... 3,229,228 2,344,212 1,815,888 2,804,551 10:00 … 30952.80 31039.23 31183.76 31005.51 Amgen 8.01 NY Off - Composite ... 1,758,561 2,202,227 2,641,559 2,265,997 10:30 … 30919.63 31093.30 31262.98 30929.94 NYSE Amer UP ... 55,823 34,548 10,834 15,340 Apple 11.93 NYSE Amer Off ... 7,568 26,579 23,030 26,258 11:00 … 30924.94 31145.33 31229.66 30975.75 31000 Boeing 1.52 NASD Up ... 4,829,891 4,039,304 4,967,617 3,645,209 11:30 … 30919.91 31086.62 31189.72 31006.78 NASD Off ... 1,346,648 2,650,408 2,153,530 2,242,477 12:00 … 30927.28 31120.70 31173.25 31085.57 Caterpillar -2.68 NYSE Arca UP ... 202,341 165,101 70,492 51,617 12:30 … 30933.86 31152.49 31145.17 31099.80 Chevron -0.36 NYSE Arca Off ... 36,930 57,214 117,246 158,727 1:00 … 30979.24 31161.83 31162.64 31086.68 Cisco Systems -0.66 30000 % (QCHA) …. +.67 +.46 –.29 +.48 1:30 … 30967.40 31186.77 31186.76 31079.92 % (QACH) …. +2.68 +1.37 +.01 +.76 2:00 … 30978.21 31166.35 31202.24 31058.08 Coca-Cola -0.21 % (QCHAQ) …. +1.90 +.75 +.23 +1.13 2:30 … 30974.58 31144.95 31227.28 31053.15 Disney 1.34 3:00 … 30953.57 31162.70 31234.96 31061.41 Market Advance/Decline Totals Dow 0.19 Week ended last Friday compared to previous Friday 3:30 … 30953.39 31186.42 31212.86 31083.02 Close … 30930.52 31188.38 31176.01 30996.98 Goldman Sachs -11.62 29000 Weekly Comp. NYSE NYSE Amer Nasdaq NYSE Arca High (t) … 31268.38 31441.09 31517.15 31298.38 Home Depot 8.41 Total Issues 3,283 293 3,995 1,557 Low (t) … 30705.24 30776.60 30925.00 30718.63 Honeywell Intl -3.72 Advances 1,956 202 2,617 1,106 High (a) … 31086.62 31235.98 31272.22 31141.56 Declines 1,285 83 1,320 431 Low (a) … 30865.03 30997.79 31120.92 30908.47 IBM -9.78 Unchanged 42 8 58 20 28000 New Highs 489 39 898 554 Change … +116.26 +257.86 –12.37 –179.03 Intel -0.92 New Lows 13 0 45 42 Theoretical (t): High 31517.15 Low 30705.24 Johnson & Johnson 3.25 Actual (a): NYSE Composite Daily Breadth High 31272.22 Low 30865.03 JPMorgan Chase -4.85 Daily Jan 18 19 20 21 22 Dow Jones 20 Transport (divisor: 0.16369260926274) McDonald's 3.47 Issues Traded ... 3,254 3,246 3,238 3,254 27000 Advances ... 1,979 2,006 1,226 1,690 Open (t) … 13062.84 12934.85 13037.18 12854.64 Merck -2.40 Declines ... 1,194 1,145 1,928 1,481 Open (a) … 12984.58 12876.33 13084.89 12855.56 Microsoft 13.30 Unchanged ... 81 95 84 83 10:00 … 13043.14 12983.37 13028.76 12775.44 New Highs ... 203 231 212 163 New Lows ... 3 1 1 2 10:30 … 13034.25 13011.71 13038.22 12739.55 Nike Cl B -1.37 Blocks - primary ... 6,025 5,311 4,986 6,020 11:00 … 13053.65 13025.40 13027.48 12850.64 Procter & Gamble -4.78 26000 Total (000) - primary ... 1,069,883 992,062 885,707 1,043,024 Total (000) ... 5,034,706 4,582,274 4,494,304 5,111,389 11:30 … 13019.05 13022.79 12988.08 12838.27 Salesforce.com 12.63 12:00 … 12985.34 13037.84 12945.36 12889.73 NOTICE TO READERS: NYSE American Composite 12:30 … 12964.72 13057.44 12916.12 12896.82 Travelers Cos 2.60 Daily Jan 18 19 20 21 22 1:00 … 12984.06 13069.86 12956.98 12863.73 UnitedHealth Group -3.75 Issues Traded ... 289 282 282 281 1:30 … 12967.54 13087.71 12945.15 12836.30 Verizon Communications 0.09 Sign up for the Weekly Market Lab 25000 Advances ... 185 162 126 140 2:00 … 12947.76 13100.01 12964.76 12825.82 Declines ... 98 110 146 131 Visa Cl A 0.43 Unchanged ... 6 10 10 10 2:30 … 12926.86 13074.48 12959.80 12848.37 Newsletter: barrons.com/newsletters New Highs ... 19 26 14 11 3:00 … 12916.73 13106.24 12931.59 12880.90 Walgreens Boots Alliance -1.47 New Lows ... 0 0 ...... 3:30 … 12903.92 13106.03 12924.62 12893.85 Walmart 1.69 Blocks - primary ... 385 359 206 296 Close … 12900.15 13126.00 12899.06 12856.54 Total (000) - primary ... 63,993 61,863 34,119 41,665 Please visit the new Market Lab home 24000 Total (000) ... 1,450,195 1,215,720 631,063 759,396 High (t) … 13173.56 13177.29 13190.58 12979.27 page on barrons.com under Data. Low (t) … 12836.16 12837.08 12829.87 12687.19 Nasdaq TRANSPORTATION Daily Jan 18 19 20 21 22 High (a) … 13108.97 13140.12 13107.43 12912.50 www.barrons.com/market-data/market- 14000 Low (a) … 12890.44 12876.33 12895.51 12729.58 Alaska Air Group 0.82 Issues Traded ... 3,938 3,933 3,932 3,935 lab Advances ... 2,632 2,121 1,668 2,321 Change … –46.13 +225.85 –226.94 –42.52 American Airlines Group 0.06 13500 Declines ... 1,228 1,714 2,172 1,518 Theoretical (t): High 13190.58 Low 12687.19 Avis Budget Group 2.06 Unchanged ... 78 98 92 96 Actual (a): High 13140.12 Low 12729.58 New Highs ... 410 524 349 257 CH Robinson Worldwide 2.59 13000 New Lows ... 14 7 7 8 1.29685261171310) Blocks - primary ... 40,997 43,262 56,970 41,092 Dow Jones 15 Utilities (divisor: CSX -5.78 Total (000) ... 6,223,357 6,749,070 7,169,576 5,938,744 Open (t) … 865.48 854.92 861.06 855.12 Delta Air 0.02 12500 NYSE Arca Composite Open (a) … 862.47 856.17 862.82 855.74 Expeditors Intl of Wash 0.58 Daily Jan 18 19 20 21 22 10:00 … 860.24 855.66 860.99 852.26 FedEx 1.52 Issues Traded ... 1,477 1,457 1,467 1,450 10:30 … 860.20 857.91 861.06 855.58 12000 Advances ... 1,186 1,191 602 474 11:00 … 860.49 861.06 859.62 855.60 JB Hunt Transport -5.37 Declines ... 267 243 836 951 11:30 … 859.28 859.09 857.87 854.20 Unchanged ... 24 23 29 25 JetBlue Airways 0.36 11500 New Highs ... 141 428 369 85 12:00 … 858.70 861.03 858.56 859.20 New Lows ... 8 37 23 2 12:30 … 858.60 863.42 860.44 859.58 Kansas City Southern 4.78 Blocks - primary ... 1,054 1,052 850 941 1:00 … 861.52 860.98 860.26 858.36 Kirby Corp -3.29 Total (000) - primary ... 240,452 223,898 189,760 212,131 11000 Total (000) ... 1,177,414 1,081,624 969,879 1,037,033 1:30 … 858.09 861.88 858.80 860.86 Landstar System 2.76 2:00 … 858.87 860.60 860.38 859.77 Matson Inc. 2.55 2:30 … 860.36 861.23 860.39 858.05 10500 3:00 … 859.84 862.30 859.87 858.85 Norfolk Southern -8.73 OTHER MARKET INDEXES 3:30 … 858.86 864.32 860.00 859.68 Ryder System 0.78 10000 Daily 1/18 1/19 1/20 1/21 1/22 Close … 857.45 864.72 857.90 857.94 Southwest Airlines 0.73 NYSE Amer Comp ... 2526.56 2541.79 2518.84 2500.31 High (t) … 868.06 869.41 866.70 862.50 Union Pacific -9.47 AmMajorMkt ... 2749.60 2774.29 2752.52 2731.43 Low (t) … 851.77 850.61 853.91 849.16 9500 BNY ADR Idx ... 164.94 166.24 166.34 165.17 High (a) … 865.40 867.48 863.54 861.00 United Airlines -1.75 Europe ... 132.97 133.22 133.28 132.82 Low (a) … 855.76 852.48 856.65 851.17 United Parcel Service B 0.09 9000 Latin Am ... 196.61 195.57 192.56 188.18 Change … –3.64 +7.27 –6.82 +.04 Asia ... 247.80 251.67 252.30 250.05 Theoretical (t): High 869.41 Low 849.16 Emerg M ... 443.68 450.42 450.98 445.94 Actual (a): UTILITIES DJ US TSM Float ... 40039.29 40551.83 40517.07 40458.32 High 867.48 Low 851.17 975 Nasdaq Cmp ... 13197.18 13457.25 13530.91 13543.06 AES -0.50 Dow Jones 65 Composite (divisor: 0.77362739927465) 100 Index ... 12996.54 13296.45 13404.99 13366.40 American Elec Power 1.61 Indus. ... 10663.61 10903.07 10921.39 10547.77 Open (t) … 10317.20 10268.64 10329.82 10244.53 American Water Works 1.19 Insur. ... 10293.75 10315.36 10179.96 10102.94 Open (a) … 10261.30 10253.45 10344.18 10272.70 925 Banks ... 3970.21 3942.96 3874.32 3948.70 10:00 … 10282.85 10279.51 10326.44 10223.18 Atmos Energy -0.94 Computer ... 8889.05 9107.25 9234.41 9249.73 Telecom ... 469.73 472.92 472.16 470.14 10:30 … 10274.38 10299.89 10344.13 10206.30 Consolidated Edison -0.77 11:00 … 10280.02 10318.30 10332.89 10238.86 NYSE Comp.-z ... 14987.34 15097.28 15019.05 14951.84 Dominion Energy 0.21 Financial-z ... 8498.43 8541.52 8483.12 8416.18 11:30 … 10269.68 10302.91 10313.78 10239.96 875 Health Care-z ... 20764.10 20829.61 20744.87 20752.97 12:00 … 10263.03 10316.05 10302.65 10274.73 Duke Energy -1.82 Energy-z ... 7389.05 7409.66 7201.60 7148.65 12:30 … 10259.78 10330.43 10294.10 10279.66 Edison Intl -2.57 Russell 1000 ... 2152.96 2182.14 2181.45 2175.88 1:00 … 10277.69 10330.82 10305.87 10268.04 Exelon -0.82 2000 ... 2151.14 2160.62 2141.42 2168.76 1:30 … 10266.12 10341.00 10305.67 10265.09 825 3000 ... 2293.24 2322.87 2320.77 2317.26 2:00 … 10265.36 10337.44 10315.50 10256.75 FirstEnergy -0.40 Value-v ... 1392.75 1399.49 1390.52 1383.53 2:30 … 10262.72 10328.89 10319.39 10257.68 Growth-v ... 2426.42 2479.62 2493.13 2492.52 NextEra Energy 2.17 MidCap ... 2846.49 2870.78 2856.28 2851.81 3:00 … 10255.59 10340.89 10314.06 10267.53 Public Service Enterprise -1.02 S&P 100 Index ... 1731.42 1761.98 1766.86 1764.21 3:30 … 10251.20 10348.90 10308.39 10275.90 775 500 ... 3798.91 3851.85 3853.07 3841.47 Close … 10243.54 10354.18 10292.29 10248.19 Sempra Energy -0.71 Ind. ... 5337.63 5425.42 5439.00 5424.51 High (t) … 10385.56 10422.54 10435.75 10341.02 Southern 0.48 MidCap ... 2444.10 2469.01 2453.24 2462.53 Low (t) … 10176.22 10188.48 10221.65 10142.95 Xcel Energy -0.20 SmallCap ... 1224.30 1229.82 1216.23 1231.70 High (a) … 10321.86 10366.63 10353.50 10282.51 725 Value Line(A) ... 8423.47 8476.58 8422.68 8435.18 Value Line(G) ... 603.08 606.75 602.76 603.54 Low (a) … 10241.19 10252.82 10285.72 10200.04 Jul Aug Sep Oct Nov Dec Jan Change … +6.97 +110.64 –61.89 –44.10 DJ US Small TSM ... 14363.73 14428.04 14306.77 14436.17 Theoretical (t): (A)-Arithmetic Index. (G)-Geometric Index. High 10435.75 Low 10142.95 Note: Theoretical highs and lows are shown. (v)-Value 1000 and Growth 1000. (y)-Dec. 31,1965=50. (z)-Dec. Actual (a): High 10366.63 Low 10200.04 31,2002=5000. January 25, 2021 BARRON’S M35 Market Laboratory

INDEXES' P/ES & YIELDS PER SHARE VALUES OF STOCKS IN THE DOW BARRON'S 50-STOCK AVERAGE JONES AVERAGES DJ latest 52-week earnings and dividends adjusted by Dow Divisors at Friday's close. S&P Dec. 4-quarter's GAAP earnings as This index is an weighted average of 50 leading issues. reported and indicated dividends based on Friday close.S&P 500 P/E ratios based on GAAP earnings as reported. For additional This is a list of the Dow Jones trailing 52-week diluted Useful in security valuation. Source: Barron's Stats earnings series, please refer to www.spglobal.com. DJ latest available book values for FY 2019 and 2018, and S&P latest for 2018 and share earnings, dividends and book values as reported 2017. r-Revised data Jan 21 Jan 14 Jan Yr-to-Yr by the company. Bolded numbers indicate new values. 2021 2021 2020 % Chg Last Prev. Year Last Prev. Year Sources Barron's Stats and FactSet. Week Week Ago Week Week Ago S&P 500 Index 3853.07 3795.54 3300.18 16.75 DJ Ind Avg 30996.98 30814.26 28989.73 Divs Yield % 3.21 3.20 2.75 Industrial Stocks Barron's 50 Index 9913.63 10052.36 9899 0.15 P/E Ratio 32.42 30.14 21.06 Divs $ 27.52 27.52 25.60 Book Book Earns Divs. Value Earns Divs. Value Projected quarterly earn 102.27 102.17 80.18 27.55 Earns Yield % 3.08 3.32 4.75 Mkt to Book 2.29 2.30 2.51 Earns $ 956.20 1022.46 1376.64 Book Value $ 374.40 374.40 370.98 Am Exp 4.03 1.72 28.48 Johnson&John 6.36 3.98 22.59 Annualized projected earn 409.06 408.69 320.71 27.55 Amgen 12.62 6.40 16.36 JPMorgChase 8.87 3.60 75.98 Annualized projected P/E 24.23 24.60 31.0 –21.80 Divs Yield % 1.90 1.91 2.20 S&P 500 Index 3841.47 3768.25 3295.47 Apple 3.28 0.8075 20.37 McDonalds 6.55 5.04 (11.00) Divs $ 590.21 589.92 637.58 P/E Ratio 39.11 38.37 24.80 Boeing (7.89) Suspended (15.31) Merck Co 4.52 2.48 10.20 Five-year average earn 396.80 396.78 393.69 0.79 Mkt to Book 4.63 4.61 4.45 Earns Yield % 2.56 2.61 4.03 Caterpillar 6.01 4.12 26.52 Microsoft 6.19 2.09 15.63 Five-year average P/E 24.98 25.33 25.1 –0.63 Book Value $ 6688.86 6688.86 6512.92 Earns $ 98.22 98.22 132.90 Chevron Corp (6.14) 5.16 76.62 Nike Inc 0.78 1.01 5.17 Cisco Sys 2.46 1.44 7.90 Proc Gam 5.23 3.162 18.40 Year-end earn 314.70 314.70 367.17 –14.29 DJ Trans Avg 12856.54 12946.28 11059.84 Divs Yield % 1.49 1.52 1.83 Coca Cola 1.92 1.64 4.43 3M Co 8.53 5.88 17.50 Year-end P/E 31.50 31.94 27.0 16.83 P/E Ratio 0.00 0.00 18.72 Divs $ 57.24 57.28 60.31 Disney Walt (1.59) 0.00 49.90 Salesforce.com 3.83 0.00 37.95 Earns Yield % 0.00 0.00 5.34 Mkt to Book 4.20 4.12 3.87 Dow (3.17) 2.80 18.26 Travelers Cos 8.75 3.37 101.54 Year-end earns yield, % 3.17 3.13 3.7 –14.42 Earns $ (149.43) (97.32) 590.78 Book Value $ 914.49 914.49 851.62 Goldman Sachs 25.40 5.00 227.62 UnitedHealth Grp 16.03 4.83 60.78 Best grade bond yields, % 1.42 1.42 2.53 –43.78 Home Depot 11.56 6.00 (2.89) Verizon 4.41 2.485 14.84 Divs Yield % 1.19 1.18 1.54 S&P Ind Index 5424.51 5285.86 4474.53 Bond yields/stock ylds, % 0.45 0.45 0.68 –34.35 Divs $ 153.03 153.03 170.86 Honeywell 6.97 3.63 26.01 Visa 4.88 1.22 13.53 P/E Ratio 44.70 43.56 27.80 IBM 6.24 6.51 23.49 Walgreens (0.81) 1.85 26.26 Actual year-end divs 211.28 211.18 220.17 –4.04 Mkt to Book 3.79 3.82 3.41 Earns Yield % 2.24 2.30 3.60 Intel 4.94 1.32 18.07 Wal-mart 6.92 2.16 26.36 Book Value $ 3389.19 3389.19 3239.67 Actual yr-end divs yld, % 2.13 2.10 2.22 –4.19 Earns $ 121.36 121.36 160.94 Transportation Stocks DJ Utility Avg 857.94 861.09 931.94 Divs Yield % 1.33 1.37 1.69 Alaska Air Group (5.63) Suspended 35.21 KC Southern 6.55 1.64 45.95 P/E Ratio 23.23 23.32 26.66 Divs $ 72.15 72.42 75.62 American Airlines (13.84) Suspended (0.28) Kirby Corp (3.22) Nil 56.18 Earns Yield % 4.30 4.29 3.75 Mkt to Book 5.74 5.60 5.07 Avis Budget Grp (6.54) Nil 8.86 Landstar Sys 4.55 0.79 18.28 STOCK VOLUME Earns $ 36.93 36.93 34.95 Book Value $ 944.26 944.26 883.41 C.H. Robinson 3.36 2.04 12.39 Matson Inc 2.75 0.90 18.78 CSX Corp 3.60 1.04 15.32 Norf Southern 7.77 3.76 58.87 Last Prev. Year YOY Delta Air Lines (19.51) Suspended 23.89 Ryder Sys (3.86) 2.24 46.48 Week Week Ago % Chg 144 FILINGS Expeditors Int'l 3.71 1.04 12.94 Southwest Air (2.79) 0.00 18.94 NYSE(a) 3,990,676 5,233,736 4,456,444 -10.45 FedEx 9.19 2.60 69.84 Un Pacific 7.85 3.88 26.19 30 Dow Inds (b) 1,631,920 2,004,492 1,402,871 16.33 Hunt (JB) 4.74 1.08 21.34 UPS 5.26 4.04 3.81 20 Dow Trans (b) 424,682 577,162 274,752 54.57 SEC Form 144 must be filed by holders of restricted securities (also called letter stock) who intend to sell shares. Shares Indi- JetBlue Air (3.03) Nil 17.02 United Airlines (16.45) Nil 45.90 15 Dow Utils (b) 190,274 264,140 215,835 -11.84 cated:thenumbertobesold.SalesDate:theapproximatedateofthesale.(Sometimessharesaren'tsold,eventhoughtheirowner Utility Stocks 65 Dow Stks (b) 2,246,875 2,845,794 1,893,459 18.67 NYSE American (a) 201,640 280,290 78,523 156.79 has filed a Form144.) Source: Thomson Reuters AES Corp. (0.52) 0.5732 4.51 Exelon 2.43 1.53 33.12 Nasdaq(d) 26,080,747 33,922,093 10,352,315 151.93 Am Elec 3.87 2.84 39.73 FirstEnergy 1.35 1.56 12.90 NYSE 15 Most Active Shares Sale American Water Works 3.65 2.15 33.85 NextEra Energy 1.99 1.40 75.67 Company Sym Indicated $ Value Date Seller Title Average Price 27.56 23.52 15.01 83.61 Atmos Energy 4.91 2.34 48.18 Xcel Energy 2.80 1.72 25.24 % Tot Vol 22.69 20.40 16.84 34.74 Cloudera CLDR 776,651 10,958,546 1/14/21 Bearden, Robert AF Con Ed 4.04 3.06 54.12 Pub Sv Ent 3.77 1.96 29.94 Stock Offerings $(z,v) 12,349,800 r18,716,500 4,813,000 156.59 Shake Shack SHAK 285,000 31,709,100 1/15/21 Garutti, Randall AF Dominion Energy (0.02) 3.45 35.33 Sempra Energy 12.90 4.18 60.58 Square Duke Energy 2.73 3.82 61.20 Southn Co. 3.00 2.54 25.03 Daily Stock Volume SQ 180,002 41,566,062 1/14/21 Reses, Jacqueline UT Edison Int'l 0.99 2.567 36.75 Medallia MDLA 150,000 5,565,000 1/14/21 Walske, Steven AF Daily 1/18 1/19 1/20 1/21 1/22 Realreal REAL 120,000 3,127,200 1/13/21 Sahi, Levesque AF NYSE(a) ... 1,069,883 992,062 885,707 1,043,024 Pinterest PINS 105,000 7,851,964 1/13/21 Silbermann, Benjamin O NYSE DATA BANK 30 Inds (b) ... 387,747.0 384,979.3 423,155.0 436,038.5 Pinterest PINS 105,000 7,719,263 1/12/21 Silbermann, Benjamin O 20 Trans (b) ... 95,302.5 102,408.8 128,961.6 98,008.9 Latest Preceding Year-Ago 15 Utils (b) ... 52,534.4 50,417.5 45,231.3 42,090.6 Ameresco AMRC 100,000 5,994,000 1/13/21 Sutton, Joseph AF Month Month Month 65 Stks (b) ... 535,583.9 537,805.6 597,347.9 576,138.0 1Life Healthcare ONEM 99,734 4,124,001 1/14/21 Mango, Lisa AF NYSE Amer(a) ... 63,993 61,863 34,119 41,665 1Life Healthcare ONEM 99,375 4,109,156 1/14/21 Diamond, Andrew AF Security Sales Nasd(d) .... 6,223,357 6,749,070 7,169,576 5,938,744 Customers' margin debt NYSE 15 Most Active Avg. Price .... 26.14 40.96 26.74 30.66 THE WEEK IN STOCKS FOR THE MAJOR INDEXES (Mil $) December 778,037 722,118 579,221 % Tot Vol .... 22.25 21.83 20.54 28.88 Customers' credit balances Numbers in thousands save price and percentages. (a) Primary 12-Month Weekly Friday Weekly 12-Month Change From volume. (b) Composite volume. (d) as of 4:10 pm. (r) Revised. (v) High Low High Low Close Chg. % Chg. Chg. % Chg. 12/31 % Chg. (Mil $) December 224,987 200,723 186,315 W/E Thursday. (z) Source: Refinitiv. Dow Jones Indexes Free credit bal. cash accounts 31188.38 18591.93 30 Indus 31188.38 30930.52 30996.98 182.72 0.59 2007.25 6.92 390.50 1.28 (Mil $) December 227,127 221,567 151,543 13126.00 6703.63 20 Transp 13126.00 12856.54 12856.54 –89.74 –0.69 1796.70 16.25 349.61 2.80 Coming U.S. Auctions 960.89 610.89 15 Utilities 864.72 857.45 857.94 –3.15 –0.37 –74.00 –7.94 –6.70 –0.77 Source: NYSE. Yields (%) 10354.18 6100.31 65 Comp 10354.18 10243.54 10248.19 11.62 0.11 644.95 6.72 139.48 1.38 Day When Last Dow Jones Indexes DELTA MARKET SENTIMENT INDICATOR Issued* Auction 40551.83 22462.76 US TSM Float 40551.83 40039.29 40458.32 760.90 1.92 6785.37 20.15 1238.71 3.16 M 975.25 547.67 US Market 975.25 962.23 972.49 17.96 1.88 155.41 19.02 25.15 2.65 The Delta MSI measures the position of ~1,800 stocks relative to an $54.0 bil 3-month 0.083 0.085 1011.78 487.28 Internet 1011.78 981.25 1011.78 47.40 4.92 342.48 51.17 50.21 5.22 intermediate-term moving average crossover (MAC) point. When New York Stock Exchange greaterthan50%ofthestocksfollowedareabovethisMACpoint,the $51.0 bil 6-month 0.095 0.095 15097.28 8777.38 Comp-z 15097.28 14951.84 14951.84 57.68 0.39 973.38 6.96 427.04 2.94 market is bullish and equities are attractive. When the indicator is $60.0 bil 2-year 0.121 0.137 below 50%, risk is elevated and stock exposures should be reduced. 8908.29 5036.38 Financial-z 8541.52 8416.18 8416.18 –65.67 –0.77 –281.22 –3.23 123.33 1.49 Manager uses discretion on asset allocation when MSI is 50% +/- 3%. T 20829.61 12991.76 Health Care-z 20829.61 20744.87 20752.97 150.63 0.73 2503.53 13.72 707.29 3.53 Last 2 Weeks 3 Weeks $34.0 bil 1-year 0.100 0.110 9568.40 4032.17 Energy-z 7409.66 7148.65 7148.65 –116.77 –1.61 –2419.75 –25.29 645.87 9.93 $61.0 bil NYSE American Stock Exchange Current Sentiment Week Ago Ago 5-year 0.430 0.394 2556.97 1317.22 NYSE Amer Comp 2541.79 2500.31 2500.31 –9.21 –0.37 –29.24 –1.16 139.41 5.90 BULLISH 87.3% 88.1% 88.6% TH 2852.12 1742.29 Major Mkt 2774.29 2731.43 2731.43 9.16 0.34 –63.36 –2.27 –15.60 –0.57 Current Market Exposure: 100% Equities, 0% Bonds, 0% Cash $62.0 bil 7-year 0.760 0.662 Standard & Poor's Indexes Source: Delta Investment Management * As of Friday afternoon. 1766.86 1040.00 100 Index 1766.86 1731.42 1764.21 48.10 2.80 289.77 19.65 43.71 2.54 www.deltaim.com, (415) 249-6337 3853.07 2237.40 500 Index 3853.07 3798.91 3841.47 73.22 1.94 546.00 16.57 85.40 2.27 5439.00 3123.44 Indus 5439.00 5337.63 5424.51 138.65 2.62 949.98 21.23 127.23 2.40 2469.01 1218.55 MidCap 2469.01 2444.10 2462.53 38.50 1.59 397.38 19.24 155.91 6.76 1232.70 595.67 SmallCap 1231.70 1216.23 1231.70 19.79 1.63 215.72 21.23 112.77 10.08 U.S. DOLLAR INDEX vs EURO and YEN Nasdaq Stock Market 13543.06 6860.67 Comp 13543.06 13197.18 13543.06 544.56 4.19 4228.15 45.39 654.78 5.08 Big Bucks: A new administration arrived, with big spending plans and an accommo- 13404.99 6994.29 100 Index 13404.99 12996.54 13366.40 562.46 4.39 4224.93 46.22 478.11 3.71 10921.39 5239.66 Indus 10921.39 10547.77 10547.77 3590.54 51.61 150.95 1.45 dative nominee to chair the Fed. The U.S. Dollar Index slipped 0.6% for the week. 10673.14 6343.13 Insur 10315.36 10102.94 10102.94 –183.72 –1.79 –80.77 –0.79 16.51 0.16 20 4005.13 2136.72 Banks 3970.21 3874.32 3948.70 1.16 0.03 118.83 3.10 401.81 11.33 EURO in $

9249.73 4608.77 Computer 9249.73 8889.05 9249.73 532.13 6.10 2969.74 47.29 432.21 4.90 15 475.97 298.17 Telecom 472.92 469.73 470.14 4.18 0.90 71.23 17.86 –4.00 –0.84 s Russell Indexes 2182.14 1224.45 1000 2182.14 2152.96 2175.88 40.37 1.89 354.00 19.43 55.01 2.59 10 2168.76 991.16 2000 2168.76 2141.42 2168.76 45.56 2.15 506.53 30.47 193.90 9.82 2322.87 1288.04 3000 2322.87 2293.24 2317.26 43.38 1.91 388.14 20.12 68.82 3.06 5 1399.55 838.37 Value-v 1399.49 1383.53 1383.53 –2.55 –0.18 35.32 2.62 33.91 2.51 s 2493.13 1322.15 Growth-v 2493.13 2426.42 2492.52 93.53 3.90 650.09 35.28 64.75 2.67 YEN in $ 2870.78 1471.40 MidCap 2870.78 2846.49 2851.81 23.53 0.83 431.24 17.82 108.76 3.97 0 Others -5 8476.58 3854.81 Value Line-a 8476.58 8352.90 8435.18 82.28 0.99 1795.03 27.03 522.15 6.60 s 606.75 305.71 Value Line-g 606.75 598.23 603.54 5.31 0.89 54.33 9.89 34.77 6.11 DXY (90.21) 14436.17 6621.12 DJ US Small TSM14436.17 14306.77 14436.17 240.93 1.70 3202.98 28.51 1187.50 8.96 -10 909.04 455.11 Barron's 400 909.04 901.66 909.04 15.48 1.73 176.34 24.07 56.85 6.67 F M A M J J A S O N DJ High/Low's are based upon the daily closing index. a-Arithmetic Index. G-Geometric Index. V-Value 1000 and Growth 1000 y-Dec. 31,1965=50 z-Dec. 31,2002=5000 Source: Tullett Prebon M36 BARRON’S January 25, 2021 Market Laboratory

US TREASURY BILLS DOW JONES U.S. TOTAL MARKET INDUSTRY GROUPS Coming Earnings Net Change % Change and Ranking 52 Week Wkly Ask Maturity Bid Asked Chg. Yld. Top 20 Weekly Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low Day Consensus Year Estimate Ago Home Construction DJUSHB 1282.84+ 137.95 138.40 +12.05 [1] +23.98 [41] +12.09 [7] +8.42 1,284.69 486.36 Jan 26 '21 0.05 0.04 -0.02 0.04 Jan 28 '21 0.06 0.05 -0.02 0.05 Computer Hardware DJUSCR 6900.80+ 555.76 298.18 +8.76 [2] +67.37 [4] +4.52 [41] +40.80 6,900.80 2,859.07 Continued from page 11 of the main section. Feb 02 '21 0.06 0.05 -0.02 0.05 Internet DJUSNS 2862.90+ 209.76 147.13 +7.91 [3] +35.90 [19] +5.42 [33] +18.67 2,862.90 1,473.18 Feb 04 '21 0.06 0.05 -0.02 0.05 T Technology Hardware & Equip DJUSTQ 3442.83+ 181.48 199.11 +5.56 [4] +52.86 [6] +6.14 [26] +29.84 3,449.82 1,580.41 Feb 09 '21 0.06 0.05 -0.02 0.05 F5 Networks (Q1) 2.45 2.55 Real Estate Holding & Dev DJUSEH 70.28 + 3.63 7.73 +5.45 [5] –28.70 [130] +12.37 [6] –11.33 102.50 29.67 Feb 11 '21 0.06 0.05 -0.02 0.05 Specialty Retailers DJUSRS 2590.40+ 132.77 157.89 +5.40 [6] +48.32 [12] +6.49 [25] +23.84 2,628.90 1,335.92 Feb 16 '21 0.06 0.05 -0.02 0.05 GATX (Q4) 0.89 1.36 Software & Computer Svcs DJUSSV 4227.86+ 214.77 100.86 +5.35 [7] +34.70 [20] +2.44 [59] +24.02 4,227.86 2,332.65 Feb 18 '21 0.06 0.05 -0.02 0.05 General Electric (Q4) 0.09 0.21 Feb 23 '21 0.07 0.06 -0.01 0.06 Real Estate Investmt & Svcs DJUSRH 607.44 + 28.85 8.94 +4.99 [8] +12.40 [66] +1.49 [67] +14.73 607.44 320.35 Feb 25 '21 0.07 0.06 -0.01 0.06 Johnson & Johnson (Q4) 1.83 1.88 Broadline Retailers DJUSRB 3359.21+ 159.08 53.27 +4.97 [9] +65.49 [5] +1.61 [66] +30.31 3,520.79 1,791.13 Mar 02 '21 0.07 0.06 -0.02 0.06 Microsoft (Q2) 1.64 1.51 Real Estate Services DJUSES 286.43 + 13.53 2.55 +4.96 [10] +16.54 [52] +.90 [71] +17.48 287.85 152.88 Mar 04 '21 0.07 0.06 -0.01 0.06 NextEra Energy (Q4) 0.38 0.36 Business Training DJUSBE 166.12 + 7.18 10.35 +4.51 [11] +11.38 [69] +6.64 [23] –1.20 166.12 78.60 Mar 09 '21 0.07 0.06 -0.01 0.06 Raytheon (Q4) 0.70 .... Software DJUSSW 4469.34+ 186.16 37.41 +4.35 [12] +37.90 [18] +.84 [74] +31.78 4,516.74 2,522.55 Mar 11 '21 0.08 0.07 -0.01 0.07 Recreational Products DJUSRP 566.89 + 22.75 51.98 +4.18 [13] +47.91 [13] +10.10 [10] +10.64 566.89 216.09 Mar 16 '21 0.08 0.07 -0.01 0.07 Starbucks (Q1) 0.56 0.79 Mar 18 '21 0.08 0.07 .... 0.07 General Retailers DJUSGT 2339.32 + 91.32 68.45 +4.06 [14] +48.40 [11] +3.01 [49] +23.43 2,347.09 1,258.95 Texas Instruments (Q4) 1.33 1.12 Automobiles DJUSAU 1047.42 + 39.92 186.12 +3.96 [15] +337.32 [1] +21.61 [1] +65.79 1,048.89 134.39 Verizon (Q4) 1.17 1.13 Leisure Goods DJUSLE 1002.39 + 35.82 34.77 +3.71 [16] +49.82 [10] +3.59 [47] +12.72 1,002.39 491.25 NYSE HALF-HOURLY VOLUME W Retail DJUSRT 2031.05 + 71.61 56.31 +3.65 [17] +43.64 [14] +2.85 [51] +21.11 2,037.12 1,135.92 Boeing (Q4) -1.56 -2.33 Automobiles & Parts DJUSAP 1208.31 + 42.35 198.89 +3.63 [18] +239.70 [2] +19.70 [2] +46.09 1,211.02 195.90 Daily 1/18 1/19 1/20 1/21 1/22 Toys DJUSTY 1503.46 + 52.62 37.89 +3.63 [19] +50.23 [8] +2.59 [52] +12.07 1,503.46 765.22 Abbott Labs (Q4) 1.35 0.95 Semiconductor DJUSSC 6796.04+ 199.03 547.20 +3.02 [20] +50.61 [7] +8.76 [13] +24.86 6,936.84 3,082.27 9:30-10:00 ... 172,092 148,315 120,909 144,299 Apple (Q1) 1.40 1.25 Net Change % Change and Ranking 52 Week 10:00-10:30 ... 60,365 58,423 51,451 50,436 AT&T (Q4) 0.73 0.89 Top 20 Yr Ago Ranked IG-Sym Close Wkly YTD Week Rank Yr Ago Rank YTD Rank 3 Yr High Low 10:30-11:00 ... 51,020 51,586 44,875 45,024 ADP (Q2) 1.29 1.52 Automobiles DJUSAU 1047.42 + 39.92 186.12 +3.96 [15] +337.32 [1] +21.61 [1] +65.79 1,048.89 134.39 11:00-11:30 ... 43,618 43,687 39,434 59,963 CACI International (Q2) 3.58 3.11 Automobiles & Parts DJUSAP 1208.31 + 42.35 198.89 +3.63 [18] +239.70 [2] +19.70 [2] +46.09 1,211.02 195.90 11:30-12:00 ... 41,341 32,755 31,945 36,709 Facebook (Q4) 3.15 2.56 Nonferrous Metals DJUSNF 407.86 + 1.87 59.79 +.46 [57] +147.48 [3] +17.18 [3] +15.11 427.93 71.03 General Dynamics (Q4) 3.54 3.51 Computer Hardware DJUSCR 6900.80+ 555.76 298.18 +8.76 [2] +67.37 [4] +4.52 [41] +40.80 6,900.80 2,859.07 12:00-12:30 ... 33,552 28,959 29,605 31,928 Broadline Retailers DJUSRB 3359.21+ 159.08 53.27 +4.97 [9] +65.49 [5] +1.61 [66] +30.31 3,520.79 1,791.13 12:30-1:00 ... 31,476 28,572 30,262 41,053 Lam Reasearch (Q2) 5.69 4.01 Technology Hardware & Equip DJUSTQ 3442.83+ 181.48 199.11 +5.56 [4] +52.86 [6] +6.14 [26] +29.84 3,449.82 1,580.41 1:00-1:30 ... 29,609 26,479 28,441 35,906 Landstar (Q4) 1.72 1.27 Semiconductor DJUSSC 6796.04+ 199.03 547.20 +3.02 [20] +50.61 [7] +8.76 [13] +24.86 6,936.84 3,082.27 1:30-2:00 ... 29,432 25,905 30,468 34,206 MarketAxess (Q4) 1.82 1.32 Toys DJUSTY 1503.46 + 52.62 37.89 +3.63 [19] +50.23 [8] +2.59 [52] +12.07 1,503.46 765.22 2:00-2:30 ... 29,193 27,623 27,823 33,280 Nasdaq (Q4) 1.46 1.29 Industrial Metals & Mining DJUSIM 265.95 – 2.85 23.10 –1.06 [107] +50.07 [9] +9.51 [12] –.16 280.58 88.40 2:30-3:00 ... 33,434 28,676 30,707 39,280 Norfolk Southern (Q4) 2.49 2.55 Leisure Goods DJUSLE 1002.39 + 35.82 34.77 +3.71 [16] +49.82 [10] +3.59 [47] +12.72 1,002.39 491.25 Raymond James (Q1) 1.68 1.89 General Retailers DJUSGT 2339.32 + 91.32 68.45 +4.06 [14] +48.40 [11] +3.01 [49] +23.43 2,347.09 1,258.95 3:00-3:30 ... 39,015 36,856 34,013 44,990 SL Green (Q4) 1.54 1.75 Specialty Retailers DJUSRS 2590.40+ 132.77 157.89 +5.40 [6] +48.32 [12] +6.49 [25] +23.84 2,628.90 1,335.92 3:30-4:00 ... 475,736 454,227 385,774 445,949 Recreational Products DJUSRP 566.89 + 22.75 51.98 +4.18 [13] +47.91 [13] +10.10 [10] +10.64 566.89 216.09 Tesla (Q4) 1.02 0.43 Retail DJUSRT 2031.05 + 71.61 56.31 +3.65 [17] +43.64 [14] +2.85 [51] +21.11 2,037.12 1,135.92 TH Delivery Svcs DJUSAF 1354.25 + 3.76 –58.83 +.28 [62] +42.69 [15] –4.16 [128] +3.45 1,498.78 666.48 SELECTED INITIAL PUBLIC OFFERINGS Altria (Q4) 1.01 1.02 Commercial Vehicles DJUSHR 2993.04 + 68.23 265.96 +2.33 [23] +42.55 [16] +9.75 [11] +9.08 2,996.01 1,301.27 Danaher (Q4) 1.87 1.28 Basic Resources DJUSBS 233.67 – 1.55 14.41 –.66 [91] +40.26 [17] +6.57 [24] +3.47 244.31 109.84 Initial Most Software DJUSSW 4469.34+ 186.16 37.41 +4.35 [12] +37.90 [18] +.84 [74] +31.78 4,516.74 2,522.55 Ticker Offer IPO Recent % Dow (Q4) 0.65 0.78 Internet DJUSNS 2862.90+ 209.76 147.13 +7.91 [3] +35.90 [19] +5.42 [33] +18.67 2,862.90 1,473.18 Code Price Date Price Chg Eastman Chemical (Q4) 1.50 1.42 Software & Computer Svcs DJUSSV 4227.86+ 214.77 100.86 +5.35 [7] +34.70 [20] +2.44 [59] +24.02 4,227.86 2,332.65 European Sustainable EUSGU 10.00 1/22 11.16 11.6% JetBlue (Q4) -1.66 0.56 Groups are weighted by capitalization. 52-week highs and lows are based on daily closes. Dec. 31, 1991=100. In the U.S. listings, % vol chg Huadi International Mastercard (Q4) 1.53 1.96 column shows the change from previous 65-day moving average. Volume figures do not reflect extended trading hours. HUDI 8.00 1/22 7.13 -10.9% Jack Creek Investment JCICU 10.00 1/22 10.44 4.4% McDonalds (Q4) 1.78 1.97 Liberty Media Acqui LMACU 10.00 1/22 12.75 27.5% MSCI (Q4) 1.93 1.67 QUARTERLY DOW JONES TRANSPORTATION AVERAGE Montauk Renewables MNTK 8.50 1/22 11.73 38.0% Northrop Grumman (Q4) 5.77 5.61 Year Quarter Clos. Qtrly % Qtrly 12-Mo. P/E Qtrly 12-Mo. Divs Payout North Atlantic Acqui NAACU 10.00 1/22 10.42 4.2% Southwest Airlines (Q4) -1.66 0.98 Ended Ended Avg. Chg. Chg. Earns Earns Ratio Divs Divs Yield Ratio One Equity Partners OEPWU 10.00 1/22 10.29 2.9% Tractor Supply (Q4) 1.48 1.21 Valero Energy (Q4) -1.26 2.13 2020 Dec. 31 12506.93 + 1277.21 + 11.37 NA NA NA 40.10 159.34 1.27 NA Patria Investments PAX 17.00 1/22 19.90 17.1% Primavera Capital PVU 10.00 1/22 10.87 8.7% Visa (Q1) 1.28 1.46 Sep. 30 11229.72 + 2057.00 + 22.43 (25.02) (80.33) Nil 36.68 164.52 1.47 Nil Xcel Energy (Q4) 0.55 0.56 June 30 9172.72 + 1440.40 + 18.63 (95.39) 146.43 62.6 39.64 169.77 1.85 1.1594 RLX Technology RLX 12.00 1/22 29.51 145.9% SCP & CO Healthcare SHACU 10.00 1/22 10.49 4.9% F Mar. 31 7732.32 — 3168.96 — 29.07 (91.36) 424.27 18.2 42.92 173.44 2.24 0.4088 Virtuoso Acquisition VOSOU 10.00 1/22 10.30 3.0% Caterpillar (Q4) 1.48 2.63 2019 Dec. 31 10901.28 + 537.70 + 5.19 131.44 570.44 19.1 45.28 170.66 1.57 0.2992 Dream Finders Homes DFH 13.00 1/21 21.39 64.5% Charter Communications (Q4) 4.84 3.28 Sep. 30 10363.58 — 98.40 — 0.94 188.07 582.51 17.8 41.93 166.68 1.61 0.2861 MYT Netherlands MYTE 26.00 1/21 33.80 30.0% Chevron (Q4) 0.07 1.24 June 28 10461.98 + 54.02 + 0.52 196.12 591.84 17.7 43.31 163.07 1.56 0.2755 FoxWayne Ent FOXWU 10.00 1/20 10.43 4.3% Eli Lilly (Q4) 2.37 1.73 Mar. 29 10407.96 + 1237.56 + 13.50 54.81 557.46 18.7 40.14 159.36 1.53 0.2859 Gores Metropoulos II GMIIU 10.00 1/20 11.24 12.4% Honeywell International (Q4) 2.00 2.06 2018 Dec. 31 9170.40 — 2208.96 — 19.41 143.51 617.81 14.8 41.30 154.94 1.69 0.2508 Legato Merger LEGOU 10.00 1/20 10.44 4.4% (Earnings are diluted and report dates are tentative. All fore- Oyster Enterprises OSTRU 10.00 1/20 10.21 2.1% casts and historical numbers exclude extraordinary items by Sep. 28 11379.36 + 1034.37 + 10.00 197.40 1010.66 11.3 38.32 149.40 1.31 0.1478 accounting definitions.) June 29 10344.99 — 51.57 — 0.50 161.74 975.35 10.6 39.60 143.82 1.39 0.1475 Queen's Gambit GMBTU 10.00 1/20 11.31 13.1% Source: FactSet Mar. 30 10396.56 — 215.73 — 2.03 115.16 960.72 10.8 35.72 138.47 1.33 0.1441 TZP Strategies Acqui TZPSU 10.00 1/20 10.35 3.5%

PULSE OF THE ECONOMY

Only includes new reports. Latest Latest Preceding Year YroYr Latest Latest Preceding Year YroYr Economic Growth and Investment Date Data Period Ago % Chg Date Data Period Ago % Chg No Activity for this Week Trade Production No Activity for this Week Electric power, (mil. kw hrs) (EEI) ...... Jan 16 79,427 78,040 74,738 6.27 Petroleum, related capacity, % ...... Jan 15 82.5 82.0 90.5 –8.84 Inflation Rotary rigs running, U.S. & Can., (Hughes) ...... Jan 22 550 534 1,038 –47.01 JOC–ECRI Industrial Price Index f ...... Jan 22 118.05 118.07 91.58 28.90 Steel, (thous. tons)...... Jan 16 1,738 1,709 1,928 –9.85 Steel, rated capacity, % (AISI)...... Jan 16 76.7 75.4 82.7 –7.26 Employment Consumption and Distribution Initial jobless claims (thous.) ...... Jan 16 900 r926 220 309.09 Continuing claims (mil.) ...... Jan 9 5.054 r5.181 1.735 191.30 Instinet Research Redbook Avg. (monthly %)...... Jan 16 –2.52 0.45 –0.49 …. Baltic Dry Index ...... Jan 22 1,810 1,754 557 224.96 Construction Inventories Building contracts, F.W. Dodge, (bil. $)...... Dec 784.32 r822.70 808.24 –2.96 New housing permits, (thous. units) ...... Dec 1,709 r1,635 1,457 17.30 Domestic crude oil, (thous. bbls) Comm. (Excl. Lease Stck) ...... Jan 15 486,563 482,211 428,106 13.65 New housing starts, (thous. units) ...... Dec 1,669 r1,578 1,587 5.17 Gasoline, (thous. bbls) ...... Jan 15 245,217 245,476 260,032 –5.70 Other Indicators Orders Citi Research Panic–Euphoria Reading ...... Jan 22 1.89 r2.00 0.32 …. No Activity for this Week a-1997 equals 100. b-1982-84 equals 100. c-1982 equals 100. f-1996 equals 100. h-benchmark revision, 2016 equals 100. r-Revised. January 25, 2021 BARRON’S M37 Market Laboratory

WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS WEEK’S NEW HIGHS AND LOWS

Weekly Comp. 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AES DesktopMetal JuniperIndlWt ResoluteForest Corning InstalledBldg Ranpak WstAstInflOpps AdaptiveBiotech EnduranceIntl InvscS&PSCHlthCr Quanterix BurningRockBio GlbXCleanTech MotionAcqnA TorchlightEner ARC Document DesktopMetalWt KB Home Revolve Cummins IntlGameTech Realogy WideOpenWest AddusHomeCare EnsignGroup InvscS&PSCInfTech QueensGambit CadenceDesign GlbXCnBiotech MotusGI ToughBuiltWt ASETech Dick's KBR RiceAcqn D8 Holdings Invacare RedLionHotels Williams-Sonoma ADialPharmWt Entegris InvscS&PSCUtil Qumu CaesarsEnt GlbXecomm MTS Systems TowerSemi Azek DieboldNixdorf KKR RiceAcqnA DanimerScientific Investindustrial RegionalMgmt Workiva Adtran EpiphanyTech IPG Photonics R1RCM CaladriusBiosci GlbXEdu MudrickCapII Transcat AberdGlbDynDiv Dillard's KaleyraWt RiceAcqnWt DanimerSciWt JELD-WEN ReinventTechPtrs YucaipaAcqn AdvEnergyInds ePlus IQ Chaikin US SC RadaElectronic CalamosConvHi GlbXFinTech MustangBio TransMedics AdamsDivEquityFd DiscoverFinSvcs KSCitySouthern RobertHalf 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DoverMotorsports LGL Systems Un RyderSystem AGBAAcqnRt EucratesBioWt iShCoreMSCITotInt RechargeAcqnA Calyxt GlbXSocialMedia Natera TS Innovation FTHYOpps2027Fd Netstreit RLX Tech TigaAcqnA Agilysys EuropeanSustGrw iShCoreS&PUSGrowth RekorSystems Alcon DragoneerGrwA LGLSysAcqnWt SCVX Wt GenesisParkA CambiumNtwks GlbXTelemed NatrlOrderAcqn TTEC AlgonquinPwr DycomInds LabCpAm Seacor Airgain Euroseas iShESGAdvMSCIEM RelayTherap CambridgeBncp GlbXVideoGames NaturalAlt Tucows AirTPfd EveloBiosci iShESGAwareEM RenalytixAI AllianceBernstein DynagasLNG PfdA LazardGlblFd Safehold Camtek GlobalPtrII Neogen TurmericAcqn AllianzGIDivIncm EPAM Systems LeoHoldingsII SandbridgeAcqn AkariTherap ExactSciences iShESGAwareUSA Renasant CanadianSolar GlobisAcqn Net1UEPS TurmericAcqnWt AkoustisTechs ExOne iShESGEMLdrs RenewableEnergy AllianzGIDivInt EagleMaterials LibertyAllStar SandbridgeAcqnA DISTRIBUTIONS & OFFERINGS AldeyraTherap ExperienceInvtA iShESGIUSALdrs Repligen CaraTherap GlXNasd100CCGrw NetEase TwistBiosci AllianzGIEqtyConv EatonVance LibertyASGFd SandRidgeEnergy AlexionPharm ExperienceInvtWt iShExponentialTech Resonant CareDx GoldenOcean Netflix TZP Strategies AltaEquipWt EtnVncEqtyInco EliLilly ScienceApplicat Secondary Distributions of common stocks CarLotz GooseheadIns NetScout UltaBeauty AligosTherap Exponent iShFallAngelsUSDBd ReWalkRobotics AltimeterGrw2 EtnVncEqtyInco II Lindsay ScottsMiracleGro AcelRx Pharmaceuticals 14,500,000 $1.90 $27,550,000 AlimeraSciences eXpWorld iShIndia50ETF RhythmPharm CarneyTechII GoresMetroII Neuronetics UltraClean AmerEagle EtnVncRiskMngd LionsGate A Sea Alkermes ExtendedStayAmer iShMSCI ACWI RigNet CasaSystems GoresVI NewellBrands UnionAcqnII AmericasTechAcqn EtnVncSrIT LionsGate B Sibanye-Stillwater Aclaris Therapeutics 5,483,714 $17.50 $95,964,995 CaseysGenStores GreencityAcqn NewProvidenceA UnionAcqnII AllscriptsHlthcr ExtractionOil iShMSCI EAFE SC RiminiStreet Ameriprise 8x8 LithiaMotors SimpsonMfg Athira Pharma 4,000,000 $22.50 $90,000,000 Alpha&OmegaSem ExtremeNetworks iShMSCI EM Asia RMGAcqnII CASI Pharm GreenPlains NewProvidenceWt UnionAcqnIIWt APi Group Elastic LithiumAmericas SiteOneLandscape Alphabet A F5Networks iShMSCIACWIxUS Roku CassavaSciences GreenroseAcqn NewsCorp A UnitedTherap ApolloStratGr EmersonElec LiveNationEnt Skillz Aurora Cannabis 12,000,000 $10.45 $125,400,000 Alphabet C Fathom iShMSCIACxJpn RothCHAcqnI CastleBiosci GreenVisionAcqn NextGenHlthcr Uniti ApolloStratGrA EmpowerA Livent SkillzWt AZEK Co 20,000,000 $40.00 $800,000,000 AlphaHlthcrAcqnUn Ferroglobe iShMSCIChina RothCHAcqnII CBM Bancorp GreenVisionAcqnWt NIC UnivDisplay ArcherDaniels EmpowermentI LumberLiqu SocialCapHedV Wt AlphaHlthcrWt FidelityNasdComp iShMSCIGlbImpact RothCHAcqnIWt Celcuity GridDynamicsWt NicholasFin UnivElectro AristaNetworks EncompassHealth MDC Holdings SocialCapHedIV BioLineRx Ltd 187,500,000 $2.40 $30,000,000 Altabancorp FiestaRestaurant iShMSCIJapanEW RothCHAcquisitionI Cellectis GritstoneOncology NicoletBankshares UnivLogistics ArrowElec EnerSys MFS Charter SocialCapHedIV A BioNano Genomics 33,333,350 $6.00 $200,000,100 CelsiusHldg GrowGeneration NiuTech UpFintech AltimeterGrw FinServAcqnUn iShMSCIUAE RushEnt A Asana Envista MI Homes SocialCapHedosIVWt CareDx 1,923,077 $91.00 $175,000,007 AltimeterGrwA FinTechAcqnV iShNasdaqBiotech RushEnt B Ceragon GSE Systems NorthAtlAcqn US Lime&Min AshlandGlobal EnvivaPartners MinisoGroup SocialCapHedV AltusMidstream FirstCitizBcshA iShPHLXSemicond S&W Seed Cerence GuardantHealth NorthernTechsIntl USWellServicesWt AspenAerogels EquitablePfdC MP Matls Wt SocialCapHedV A Chimerix 11,765,000 $8.50 $100,002,500 Ambarella FirstFinBkshs iShRuss1000PureUS Saia CEVA HalozymeTherap NorthMountainUn VanEckBiotech AspirCnsA EquityCommonPfdD MSA Safety SocialCapHedVI ComSovereign Holding 3,855,422 $4.15 $16,000,001 AMC Networks FirstInternetBncp iShS&PSC600Growth SapiensInt CF Acqn IV HarpoonTherap NovaLifestyle VanEckFallAnglHYBd Assurant EthanAllen Mytheresa SocialCapHedVI A Amedisys Flex iSun ScIONTechGrowthI CFFinanceAcqnII HarrowHealth NovaMeasuring VanEckPharm AtHomeGroup EvercoreA MadisonCvrdCall SOQUIMICH Corsair Gaming 7,500,000 $35.00 $262,500,000 AmerisBancorp FlexShopper iTeosTherap SCP&COHlthcr ChartIndustries HealthAssurance Novan VanEckRetail AthenePfdA EvolentHealth MagnaIntl SonicAutomotive CryoPort 4,356,059 $66.00 $287,499,894 Cheesecake HealthAssuranceA Novanta VanEckSemiconduc AmerSvcFncl pf FocusFinPtrs IZEA SeaportGlb AtkoreIntl FG NewAmerica MaidenHldgsPfdC SoCopper CytomX Therapeutics 14,285,714 $7.00 $99,999,998 AmkorTech ForesightAuto JackCreekInvt SeelosTherap ChickenSoupNts HealthcareCap NovusCapital VanEckVideoGam AtlanticPower FGNewAmericaA MaidenHldg6.7%PfdD SouthwesternEner Amyris FormFactor JackintheBox Seer Chimerix HealthCatalyst NovusCapital VangdIntlDivApp AtlStreetAcqn FGNewAmericaWt MaidenHldgsPfdA SpartanAcqnII Docebo 2,013,288 $49.67 $100,000,015 AnalogDevices Forterra JanusSCGrwAlpha SelectInterior ChipMOSTechs Heidrick&Strug NovusCapitalWt VangdRuss1000 AtlStreetAcqn FarPeakAcqn Marcus&Millichap SpecialOppFdPfB Document Security Systems 6,666,666 $3.60 $23,999,998 Andersons ForwardAir JazzPharma Semtech ChurchillDowns HelenofTroy NuanceComms VangdRuss1000Grw AtlasCrestInvt FarPeakAcqnA MarineMax StandexInt AndinaAcqnIII ForwardIndustries JBHunt SeniorConnectI Chuy's HennessyCapV NV5Global VangdRuss2000 Autohome FarPeakAcqnWt MasoniteIntl Stantec Dyne Therapeutics 6,000,000 $28.00 $168,000,000 Ansys FoxFactory Joint SharpsCompliance CIIG MergerWt Heska O2MicroIntl VangdRuss2000Grw AutoNation FarmlandPtrs MasTec StrPeakEnerWt Editas Medicine 3,500,000 $66.00 $231,000,000 CimComm HibbettSports OaktreeSpec VangdRuss3000 AntaresPharma FoxWayneEnts JounceTherap SharpSpring AvantiAcqn FederalSignal MatadorRscs SteelPartners Fulcrum Therapeutics 4,600,000 $11.00 $50,600,000 ApogeeEnt FreightCarAmer JupiterWellnessWt ShockwaveMed CincinnatiBncp HighPeakEner ObalonTherap VangdTotIntlStk AvantiAcqnA FT AberEmgOpp MaxarTech StifelFinancial Apple Freshpet KaleidoBiosci Shyft CirrusLogic HighPeakEnerWt OcaAcqn VaronisSystems AvantiAcqnWt Flagstar Medallia Suzano Global Ship Lease 5,400,000 $13.00 $70,200,000 AppliedMolecular frontdoor Kaspien SierraWireless CitiTrends HinghamSvg OceanPwrTech VascularBiogenics Avaya Fluor Medifast SwissHelvFd Inovio Pharmaceuticals 20,355,000 $8.50 $173,017,500 ApplMaterials FT APxJapan KewauneeSci SigmaLabsWt ClearBr AC Grw HlthcrSvcs ODP VectorAcqn Babcock&Wilcox FoleyTrasimene Metlife pfA SynchronyFin ApyxMedical FT BICK KingsoftCloud SignatureBank ClearBrLCGrw HMS Holdings OldNatlBncp VectorAcqnWt BancCalifornia FoleyTrasimeneA MettlerToledo Synnex Invitae 7,766,990 $51.50 $399,999,985 AquaMetals FT ChinaAlphaDEX KinsTech Silicom Clearfield HomeBancShares ON Semi Vericel BcoSantChile FoleyTrasimeneWt MillerIndustries SynovusFin Lithium Americas 15,909,091 $22.00 $350,000,002 ClearPtNeuro HorizonTechFin OncoSecMedical VerintSystems ArcBest FT CloudComp Kirkland's SiliconLab BankofMontreal FoleyTrasimII ModineMfg Systemax Merus NV 5,575,757 $24.75 $137,999,986 Arcimoto FT DevMkts KL Acqn SilverCrestAcqn ClearsideBiomed HoustonWire OneEquityPtrsI Veritone BeazerHomes FoleyTras II A Moelis TAL Education ArcLightClean FT DJ IntlInt KLA SilvercrestAsset ClearSignTech HovnanianPfdA OneWaterMarine VersusSystemsWt BerkHathwy A FoleyTrasII Wt MonmouthRealEst TailwindAcqn OncoSec Medical 7,711,284 $5.45 $42,026,498 ArcLightCleanA FT DorseyDyn5 KludeInIAcqn SilverSpikeAcqn CMC Materials HuadiIntl OpendoorTechWt ViaviSolutions BerkHathwy B FootLocker MS India TailwindAcqnWt Orchid Island Capital 7,600,000 $5.30 $40,280,000 ArcLightCleanWt FT DorseyFoc5 Kopin SilverSpikeAcqnWt CNB Fin PfdA HubGroup OptimizeRx VicShEMVolWtd BlackBerry FordMotor MorganStanley TaiwanSemi arGEN-X FT DorseyIntl5 KornitDigital SilverSpikeUn Codexis HudsonExecUn OptionCare VicShNasdNext50 BlkRkCredAllocIncm ForestRoadAcqn Mosaic TataMotors Passage Bio 7,000,000 $22.00 $154,000,000 ArrowInvDWATact FT EM Alphadex KrystalBiotech SimmonsFirstNat CoffeeHolding HudsonExecWt OramedPharms VicShProtectAmer BlkRkCapEnIncoFd Forestar MotiveCapital TaylorMorrison Perion Network Ltd 4,990,000 $11.50 $57,385,000 Coherent HudsonGlobal Orbcomm VicShTopVetEmp Arvinas FT GlblAgri Kulicke&Soffa SimplifyGrwEq BlkRkHlthSci FortressTransport NavSight TeckRscsB Precigen 15,000,000 $9.14 $137,100,000 AsiaPacificWire FT GlTactCommod KVH Inds SimplifyGrwEqDwn Cohu IAC/InterActive OrbitalEnergy VicShUS500EnhVol BlRkMuniHldgQlty FortressValueII NavSightA TeklaHealthcare ASML FT IPOXEurEq LakelandFin SiTime CollectorsUniv Ichor Organogenesis VicShUS500Vol BlkRkMuniyldAZ II FortressValueII NavSightWt TeklaHlthcrOppsFd ProPhase Labs 3,000,000 $12.50 $37,500,000 AspenTech FT LC CoreAlpha LamResearch Skyworks ColliersIntl iClickInteract OriginAgritech VicShUSMultMin BlkRkMuniyQuII FortressValueIIWt NeoPhotonics TeklaLifeSci Senseonics Holdings 51,948,052 $1.93 $100,000,000 AstecIndustries FT LC GrwthAlpha Landec SleepNumber ColumbusMcKinn Icon Orphazyme VicShUSSCVolWtd BlkRkRscs&Comm FortressValueIII NewRelic TeklaWorldHlthcrFd AteaPharm FT LC US Equity Lands'End SLM CommScope IdealPower OysterEnts VincoVentures Blackstone FortBrandsHome NexPointPfdA TeladocHealth Silvergate Capital 3,968,255 $63.00 $250,000,065 Atomera FT MC CoreAlpha LandstarSystem SMART Global CommVaultSys IDEAYA Bio OzonHoldings VirtuosoAcqn BloomEnergy FutureFuel NextEraEnergy TemplMktFd Syros Pharmaceuticals 5,400,000 $14.00 $75,600,000 AuthenticEquity FT MC GrwthAlpha Lazydays Smith-Midland Concentrix IderaPharm PacBiosciCA VistasMediaAcqnUn BlueLinx GATX NextEraEnergyUn TempurSealy AvidTechnology FT MC ValAlpha LegatoMerger SoFiGigEcon Conformis IEC Elec Paccar VistasMediaWt BluescapeOpps GFLEnvironmental NextEraEnergyUn TencentMusic TCR2 Therapeutics 4,590,164 $30.50 $140,000,002 Avinger FT MCGrAlpDX LeggMasonSCQualVal SoftwareAcqnGrpII ConversionLabs II-VI PacerEMCashCows voxeljet BoiseCascade GFL Env Un NextEraEnergy TenetHealthcare Source: Dealogic LLC, New York City; (212) 577-4400. Aware FT MgdMuni LeMaitreVascular SoftwareII A CONX II-VI 6% Pfd PacificPremBncp Vuzix BootBarn GOAcquisitionUn NoahHoldings Terex M38 BARRON’S January 25, 2021 Market Laboratory

MONEY RATES CBOE PUT/CALL RATIO vs S&P 100 FOREIGN EXCHANGE Latest Prev. Yr Ago Readings in the CBOE equity put-call ratio of 60:100 Friday, January 22, 2021 Foreign Foreign U.S. $ in U.S. $ in Week Week and in the S&P 100 of 125:100 are considered bullish, TheNewYorkforeignexchangemid-rangeratesarequotedat5 Currency Currency Foreign Foreign p.m. Eastern time by Tullett Prebon. Retail transactions pro- in U.S.$ in U.S.$ Currency Currency Discount Rate (NY) 0.25 0.25 2.25 for instance. Bearish signals flash when the equity Country Fri. Last Fri. Fri. Last Fri. put-call level reaches the vicinity of 30:100 and the vide fewer units of foreign currency per dollar. Prime Rate (base) 3.25 3.25 4.75 index ratio hits 75:100. Foreign Foreign U.S. $ in U.S. $ in South Korea (Won) .0009045 .0009056 1105.54 1104.27 Currency Currency Foreign Foreign Fed Funds Rate Sri Lanka (Rupee) .0051 .0052 197.8400 193.0400 S&P 100 CBOE in U.S.$ in U.S.$ Currency Currency Avg effective offer 0.08 0.09 1.57 Country Fri. Last Fri. Fri. Last Fri. Sweden (Krona) .1205 .1191 8.2957 8.3968 Avg weekly auction-c 0.09 0.09 1.54 4.90 1.10 Switzerland (Franc) 1.1297 1.1222 .8852 .8911 Argentina (Peso)-y .0116 .0117 86.4870 85.7216 Taiwan (Dollar) .03576 .03572 27.967 27.995 T-Bills Rate Australia (Dollar) .7717 .7702 1.2958 1.2984 Thailand (Baht) .03337 .03323 29.970 30.090 13 weeks, Coupon Yield 0.086 0.091 1.562 s CBOE Bahrain (Dinar) 2.6524 2.6525 .3770 .3770 Turkey (New Lira)-d .1349 .1339 7.4145 7.4689 13 weeks, Auction Rate 0.085 0.090 1.530 4.00 0.95 Brazil (Real) .1829 .1889 5.4670 5.2930 Ukraine (Hryvnia) .0354 .0355 28.2500 28.1500 26 weeks, Coupon Yield 0.096 0.091 1.557 Bulgaria (Lev) .6225 .6179 1.6063 1.6185 U.K. (Pound) 1.3685 1.3584 .7307 .7362 26 weeks, Auction Rate 0.095 0.090 1.520 Canada (Dollar) .7851 .7851 1.2737 1.2737 Uruguay (Peso) …… .. …… .. …… .. …… .. Avg weekly auction-c 0.09 0.09 1.53 3.10 0.80 Chile (Peso) .001374 .001361 727.60 734.80 Financial .02371 .02358 42.185 42.405 China (Renminbi) .1543 .1543 6.4819 6.4808 ----

Broker Call Rate 2.00 2.00 3.50 S&P 100 s Colombia (Peso) .0002835 .0002888 3527.71 3462.11 Euro 1.2175 1.2079 .8214 .8278 Special Drawing Rights (SDR) are based on exchange rates for the U.S., Bankers Acceptances 2.20 0.65 Croatia (Kuna) .1608493 .1599156 6.22 6.25 …… .. …… .. …… .. …… .. British, and Japanese currencies. Source: International Monetary Fund. 1 month 0.12 0.12 1.65 Czech. Rep. (Koruna) a-Russian Central Bank rate. b-government rate. d-rebased as of Jan. 1, 2 months 0.15 0.15 1.75 Commercial rate .04660 .04614 21.458 21.674 2005. y-floating rate. 3 months 0.18 0.18 1.80 Denmark (Krone) .1636 .1624 6.1123 6.1595 6 months 0.20 0.20 1.83 1.30 0.50 EcuadorUS Dollar 1.0000 1.0000 1.0000 1.0000 Egypt (Pound)-y .0636 .0639 15.7293 15.6616 Euro Libor Rate Hong Kong (Dollar) .1290 .1290 7.7522 7.7537 1 month -0.577 -0.588 -0.505 0.40 0.35 Hungary (Forint) .003402 .003353 293.95 298.27 3 months -0.545 -0.556 -0.424 J F M A M J J A S O N D J Iceland (Krona) .007752 .007711 129.00 129.68 ARMS INDEX 6 months -0.532 -0.537 -0.366 Source: CBOE India (Rupee) .01370 .01367 72.999 73.162 12 months -0.500 -0.498 -0.278 Indonesia (Rupiah) .0000713 .0000713 14035 14020 The Arms index, also known as the short term trading index, is a number Israel (Shekel) .3057 .3058 3.2714 3.2697 Libor Interbank Rate derivedbydividingonequotientintoanotherquotient.Thenumeratorin Japan (Yen) .009638 .009627 103.76 103.87 1 month 0.12 0.13 1.66 the index is the number of advancing stocks divided by the number of Kazakhstan (Tenge) .002376 .002384 420.96 419.39 3 months 0.22 0.22 1.80 INVESTOR SENTIMENT READINGS Kuwait (Dinar) 3.3047 3.3022 .3026 .3028 declining stocks. As of 3/14/11, the denominator in the index is now the 6 months 0.24 0.25 1.81 High bullish readings in the Consensus stock index or in the Macau (Pataca) .1252 .1251 7.9890 7.9905 compositevolumeofadvancingstocksdividedbythecompositevolumeof 12 months 0.31 0.32 1.88 Market Vane stock index usually are signs of Market tops; low Malaysia (Ringgit)-b .2473 .2477 4.0430 4.0365 decliningstocks. ones, market bottoms. Mexico (Peso) …… .. …… .. …… .. …… .. Foreign Prime Rates Last 2 Weeks 3 Weeks Daily 1/18 1/19 1/20 1/21 1/22 Canada 2.45 2.45 3.95 Week Ago Ago Floating rate .0501 .0505 19.9714 19.7961 Germany 0.00 0.00 0.00 New Zealand (Dollar) .7182 .7132 1.3924 1.4021 NYSE ... .90 1.65 .93 .92 Japan 1.475 1.475 1.475 Consensus Index Norway (Krone) .1177 .1167 8.4976 8.5673 NYSE American ... .15 1.11 2.02 1.69 Switzerland 0.00 0.00 0.50 Consensus Bullish Sentiment 70% 71% 71% Oman (Rial) 2.5974 2.5975 .3850 .3850 Nasdaq ... .60 .81 .33 .94 Pakistan (Rupee) .00622 .00623 160.675 160.550 Britain 0.10 0.10 0.75 Source: Consensus Inc., P.O. Box 520526,Independence, Mo. Historical data available at (816) 373-3700. [email protected] Philippines (Peso) .02080 .02082 48.084 48.022 Other Money Rates Poland (Zloty) .2681 .2661 3.7294 3.7580 Fannie Mae Home Loan: AAII Index Qatar (Rial) .2747 .2747 3.6408 3.6410 BARRON'S GOLD MINING INDEX 30-Year Fixed Conv 1.98 2.03 3.03 Bullish 42.5% Not 45.2% Russia (Ruble)-a .01329 .01360 75.265 73.519 12-Month Year Week % Bank money market-z 0.09 0.09 0.21 Bearish 34.5 Available 31.7 Saudi Arabia (Riyal) .2666 .2666 3.7513 3.7511 High Low 1/21 1/14 Ago Chg. Interest Checking-z 0.04 0.04 0.07 Neutral 23.0 from AAII 23.1 Singapore (Dollar) .7527 .7514 1.3285 1.3309 6-Month Certif-z 0.15 0.15 0.51 Source: American Association of Individual Investors, South Africa (Rand) .0660 .0657 15.1527 15.2312 1019.26 391.56 Gold mining 961.91 977.93 585.46 –1.64 12-Month Certif-z 0.21 0.21 0.76 625 N. Michigan Ave., Chicago, Ill. 60611 (312) 280-0170. 30 Month Accounts-z 0.22 0.22 0.80 Market Vane 5-Year Certificates-z 0.35 0.36 1.13 Bullish Consensus 52% 53% 52% FEDERAL RESERVE DATA BANK GOLD & SILVER PRICES U.S. Savings EE Bonds: Source: Market Vane, P.O. Box 90490, Long-Term (5yrs+) 0.10 0.10 0.10 Pasadena, CA 91109 (626) 395-7436. Prev. Year Year Handy & Harman 1/22 1/15 Ago c-Annualized yields, adjusted for constant maturity, reported by TIM Group Market Sentiment Member Bank Latest Week Ago the Federal Reserve on a weekly average basis. Indicator 49.0% 49.9% 47.3% Reserve Chgs. (Mil. $) Week Change Change Gold, troy ounce 1852.70 1839.00 1564.30 Sources: Tullett Prebon information, Ltd. Source: TIM Group, 3 Columbus , Suite 1592 Silver, troy ounce 25.50 24.81 18.06 Factset. z-Bankrate.com. New York, NY 10019 (844) 207-1445. [email protected] One week ended Jan 20: Base for pricing gold and silver contents of shipments and for making refining settlement. U.S. Gov't securities: Price Premium Premium Coins $ % WEEKLY BOND STATISTICS Bought outright 6,842,472 + 91,406 +3,064,111 Federal agency secur: Krugerrand 1931.80 74.30 4.00 Last Prev. Yr Ago Last Prev. Yr Ago Bought outright 2,347 ...... Maple Leaf 1950.38 92.88 5.00 Week Week Week Week Week Week Mexican Peso 2247.59 8.00 0.36 Reserve bank credit: New Offerings, (mil $) (v) Austria Crown 1823.72 3.00 0.16 Bond Buyer 20 Bond Index (Index of yields of 20 Primary Credit 1,695 + 234 + 1,689 Austria Phil 1950.38 92.88 5.00 general obligation municipal bonds.) Corporate (z) 10,289 r42,322 24,192 Secondary Credit ...... U.S. Eagles 1950.38 92.88 5.00 Municipal (z) 4,385 r6,846 8,976 2.21 2.21 2.54 Seasonal Credit ...... Premium is the amount over the value of the gold content in the Best Grade Bonds-y (Barron's index of 10 high-grade Bond Buyer Municipal Bond Index (Index of 40 coin. Source Manfra, Tordella & Brookes, Inc. Float -90 -1 + 26 Bullion spot gold price 1857.50 corporate bonds.) actively-traded tax-exempt bonds; component issues are Other F.R. Assets 39,877 + 1,554 + 11,446 1.42 1.42 2.48 changed regularly to keep the index a current picture of the Total Fed Credit # 7,371,975 + 90,568 +3,257,673 Interm-Grade Bonds-y (Barron's index of 10 market. Source: The Bond Buyer GOLD PERFORMANCE medium-grade corporate bonds.) 3.46 3.47 3.55 Gold stock 11,041 ...... SDR Certif. Accounts 5,200 ...... New Stock: 2.66 2.70 3.29 Stock/Bond Yield Gap-s (Difference between yield on Russian miner Nordgold may Treas. Curr. Outst. 50,563 + 14 + 470 Confidence Index (High-grade index divided by inter- highest-grade corporate bonds and yield on stocks on the DJIA.) list in London. The price of gold rose mediate-grade index; decline in latter vs. former generally +.48 +.49 –.28 Total 7,460,883 + 90,486 +3,259,720 0.7% for the week, to $1,853 and ounce. indicates rising confidence, pointing to higher stocks.) Yield on DJ Equal Weight US Corp Bond Idx: Currency in circ 2,095,085 + 3,322 + 300,400 53.5 52.7 75.5 Corp Bonds, (y) 2.03 2.03 2.68 Treas. Cash Hldgs 36 + 4 -155

s 80 Treas. Fed Deposits 1,626,906 + 37,485 +1,222,965 Other Confidence Indicators: v-WeekendedThursday.y-Yieldtomaturity,weekendedThursday. Barron's Gold Mining Index (961.91) z-Source: Refinitiv.*Barclays T-Bond Index discontinued by firm. Foreign Fed Deposits 22,068 + 220 + 16,887 Bloomberg Barclays US Long Treasury*(This 60 Other Fed Deposits 249,294 + 74,653 + 180,563 index measures the performance of fixed-rate, nominal US Other FR liab/cap 51,241 + 101 + 7,066 Treasuries with at least 10 years to maturity. Jan. 1, 1973=100.) MONEY SUPPLY 40 4543.99 4544.28 4187.39 Total factors 4,306,259 + 119,779 +1,726,785 Money Supply (Bil. $) Latest Prev. Yr. Ago YOY % Chg Reserves F.R. banks 3,154,624 -29,293 +1,532,935 Bloomberg Barclays US Credit (This index 20 Week ended January 11 s includes all publicly issued, fixed-rate, non-convertible, invest- Fgn hold U.S. debt 3,541,313 + 24,422 + 128,192 M1 (seas. adjusted) 6,798.4 r6,741.7 3,951.6 72.04 Handy & Harman Gold Price ment-grade, dollar-denominated, SEC-registered corporate M1 (not adjusted) 6,556.6 7,044.4 3,848.0 70.39 0 debt. All issues have at least one year to maturity and outstand- M2 (seas. adjusted) 19,548.1 r19,179.1 15,397.6 26.96 Reserve Aggr (Mil. $) Latest Prev. Month % Year ing par value of at least $250 million. Jan. 1, 1973=0.) (v) M2 (not adjusted) 19,563.0 19,511.2 15,486.3 26.32 Month Ended December: Month Month Chg. Ago Month ended December -20 3346.59 3343.25 3134.11 M1 Mult. Replacement (St. Louis Fed) 1.290 1.177 1.182 9.14 Total Reserves: 3,135,000 3,034,700 3.31 1,698,300 Ryan Labs Treasury Index (Index of total return from Monthly Money Supply Nonborrowed Res 3,076,300 2,968,100 3.65 1,698,300 -40 active Treasury notes and bonds. Dec. 31, 1996=100.) Month ended December Borrowed Reserves 58,685 66,598 -11.88 21 F M A M J J A S O N DJ M1 (seas. adjusted) r6,621.2 r6,047.6 3,978.1 66.44 323.71 323.15 303.74 M2 (seas. adjusted) r19,188.2 r19,086.0 15,317.8 25.27 Monetary Base 5,206,600 5,093,100 2.23 3,426,500 January 25, 2021 BARRON’S M39 Market Laboratory

Top 5 Insider Purchases by Company in 2021 WEEK'S DIVIDEND PAYMENT WEEK'S EX-DIVIDEND DATES Number of Number of Avg. This list includes payouts on common stocks. This list includes payouts on common stocks. Company Symbol Insiders Shares $ Value Price York Water ...... YORW 15 877 39,030 $ 44.52 NYSE NYSE Compass Diversified ...... CODI 7 36,570 717,326 $ 19.62 Monday Ingredion .64 Quaker Chemical .395 Tuesday Enterprise Pdts Partners .45 Aon .46 First Financial Bancorp ...... FFBC 7 3,385 59,339 $ 17.53 Shaw Communications .074 RPM Intl .38 Genesis Energy .15 Bank of Montreal .82 (January 25) (January 26) Simpson Manufacturing .23 Science Applications Intl .37 Grupo Aval Acciones .026 Bk of NY Mellon .31 Altimeter Growth 2 ...... AGCB 4 526,000 6,653,900 $ 12.65 American Financial Grp .50 Aptargroup .36 Wabash National .08 Stellantis 2.238 IHS Markit .20 Pinnacle West Capital .83 Bank Of South Carolina ...... BKSC 4 6,000 97,500 $ 16.25 Canadian Pacific Rail .725 Clorox 1.11 Friday Stryker Corp .63 Knot Offshore Partners .52 Targa Resources .10 Canadian Pacific Rail .742 SYNNEX .20 Wednesday Lennar Cl A .25 Western Midstream .311 Ellington Financial .10 (January 29) Top 5 Insider Sales by Company in 2021 Sysco .45 (January 27) Lennar Cl B .25 Saturday General Electric .01 Alamo Group .14 TC Energy .633 First Republic Bank .20 Morgan Stanley .35 Arcosa .05 Tim ADR .24 (January 30) Number of Number of Avg. Tuesday Northwest Natural .48 BankUnited .23 Trinity Industries .21 Thursday NONE Company Symbol Insiders Shares $ Value Price (January 26) PermRock Royalty .016 Brady Cl A .22 Watsco 1.775 (January 28) MSC Industrial Direct .75 Pfizer .39 Sunday Mongodb ...... Danaher .18 Watsco B 1.775 AES .15 MDB 8 72,293 25,045,900 $ 346.45 TC PipeLines .65 (January 31) Wednesday EMCOR Group .13 Xerox Holdings .25 AO Smith .26 Ncino ...... NCNO 8 232,261 16,420,085 $ 70.70 Unum Group .285 NONE (January 27) EOG Resources .375 Zimmer Biomet Holdings.24 ARC Document Sol .01 Bandwidth ...... BAND 7 84,042 13,173,489 $ 156.75 Agilent Technologies .194 Foot Locker .15 Saturday Conagra Brands .275 Friday Monday Carvana ...... CVNA 7 520,000 136,237,780 $ 262.00 Bank Of Nova Scotia .706 GFL Environmental .01 Eaton Vance .375 (January 29) (February 1) Humana Inc .625 (January 30) NONE 1Life Healthcare ...... ONEM 6 1,244,616 52,517,238 $ 42.20 Winnebago .12 Sunday Ellington Financial .10 Ally Financial .19 Itau Unibanco Holding .003 Thursday IDEX Corp .50 Methode Electronics .11 (January 31) NASDAQ STOCK SPLITS/DIVIDENDS (January 28) OGE Energy .403 Edison Intl .663 Cdn Imperial Bank 1.134 Oxford Industries .25 JPMorgan Chase .90 Tuesday Lifetime Brands .043 Union Bankshares .33 Record Ex-Dividend Payment Ohio Valley Banc .21 Company Name-Ticker Symbol (Exchange) Amount Date Date Date NASDAQ (January 26) Saturday Old Second Bancorp .01 Entegris .08 (January 30) eXp World Holdings-EXPI (Nasdaq)...... 2-for-1 1-29 2-16 2-12 Monday NetApp .48 McGrath RentCorp .42 Plains All Amer Pipeline .18 Morningstar .315 VSE .09 NONE (January 25) Thursday Plains GP Holdings .18 SPECIAL DIVIDENDS Patterson Cos .26 Wednesday Sunday First Bancorp NC .18 (January 28) Scholastic .15 PC Connection .32 Mid Penn Bancorp .05 Johnson Outdoors Cl A .21 (January 27) (January 31) Record Ex-Dividend Payment WD-40 .67 Virtus Invt Partners .82 Company Name-Ticker Symbol (Exchange) Amount Date Date Date Shoe Carnival .09 Friday Tuesday Saturday NONE Friday NONE (January 29) Thursday Monday Premier Financial Bancorp-PFBI (Nasdaq) ...... 1.00 2-01 1-29 2-05 (January 30) (January 29) (January 26) America First Multifamily.06 NONE NONE (January 28) Apogee Enterprises .20 (February 1) DIVIDEND PAYMENT REDUCTIONS Camden National .33 Wednesday City Holding Co. .58 Sunday Alliant Energy .403 Casey's General Stores .34 Donegal Group Cl A .15 Adjusted % Record Ex-Div Payment (January 27) CMC Materials .44 (January 31) CSW Industrials .135 Century Bancorp Cl A .18 Donegal Group Cl B .132 Company Name-Ticker Symbol (Exchange) Yield Period To From Decrease Date Date Date Comcast Cl A .23 First Busey .23 Ensign Group .052 Kentucky First Fed Bncp .10 PetMed Express .28 Hasbro .68 InterDigital .35 Global Water Res .024 Investar Holding .065 Cross Timbers Royalty Tr-CRT (NYSE)...... 8.7 M .049268 .062137 -20.7 % 1-29 1-28 2-12 GEO Group-GEO (NYSE) ...... 12.0 Q .25 .34 -26.5 % 1-25 1-22 2-01 NYSE American NYSE American Permian Basin Royalty Tr-PBT (NYSE)...... 6.9 M .011453 .013413 -14.6 % 1-29 1-28 2-12 Monday Thursday Caledonia Mining .11 Tuesday Thursday Saturday SL Green Realty-SLG (NYSE) ...... 6.0 M .3033 .31215 -2.8 % 1-29 1-28 2-16 InnSuites Hospitality .01 (January 30) NONE (January 25) (January 28) (January 26) (January 28) VOC Energy Trust-VOC (NYSE)...... 5.4 Q .03 .085 -64.7 % 2-01 1-29 2-12 Saturday NONE NONE Sunday Gold Resource .003 NONE Tuesday Friday (January 30) Wednesday Friday (January 31) NONE DIVIDEND PAYMENT BOOSTS NONE Monday (January 26) NONE (January 27) (January 29) (January 29) Sunday NONE NONE (February 1) NONE Adjusted % Record Ex-Div Payment Wednesday Acme United .13 (January 31) Company Name-Ticker Symbol (Exchange) Yield Period To From Increase Date Date Date (January 27) NONE Blue Ridge Bankshares .142 NONE Absolute Software-ABST (Nasdaq)...... 1.9 Q .0633 .06015 5.2 % 2-12 2-11 2-26 NEW LISTINGS Agree Realty-ADC (NYSE) ...... 3.9 M .207 .206667 0.2 1-29 1-28 2-12 NAME CHANGES Alliant Energy-LNT (Nasdaq) ...... 3.2 Q .4025 .38 5.9 1-29 1-28 2-16 NYSE Century Bancorp Cl A-CNBKA (Nasdaq)...... 0.9 Q .18 .16 12.5 2-01 1-29 2-16 NYSE MYT Netherlands Parent (MYTE) Cintas-CTAS (Nasdaq) ...... 0.9 Q .75 .7025 6.8 2-15 2-11 3-15 Hims & Hers Health (HIMS), formerly Oaktree Acquisition Primavera Capital Acquisition (PVU) Citrix Systems-CTXS (Nasdaq) ...... 1.2 Q .37 .35 5.7 3-12 3-11 3-26 RLX Technology (RLX) Enerplus-ERF (NYSE)...... 2.8 M .0079 .007812 1.1 1-29 1-28 2-16 (OAC) Enterprise Bancorp-EBTC (Nasdaq) ...... 2.7 Q .185 .175 5.7 2-08 2-05 3-01 Stellantis (STLA), formerly Fiat Chrysler Automobiles NYSE American Equinor ADR-EQNR (NYSE) ...... 2.3 Q .11 .09 22.2 2-12 2-11 2-26 (FCAU) None Fastenal Co-FAST (Nasdaq)...... 2.4 Q .28 .25 12.0 2-03 2-02 3-03 Tri Pointe Homes (TPH), formerly TRI Pointe Group Nasdaq Flagstar Bancorp-FBC (NYSE) ...... 0.5 Q .06 .05 20.0 3-01 2-26 3-15 UWM Holdings (UWMC), formerly Gores Holdings IV Franklin Ltd Duration IT-FTF (NYSE AMER )...... 9.9 M .0786 .0776 1.3 1-29 1-28 2-12 (GHIV) ComSovereign Holding (COMS) Granite REIT-GRP.U (NYSE)...... 3.9 M .1966 .195305 0.7 1-29 1-28 2-16 NYSE American Dream Finders Homes (DFH) IHS Markit-INFO (NYSE) ...... 0.9 Q .20 .17 17.6 1-29 1-28 2-12 European Sustainable Growth Acquisition (EUSGU) Ault Global Holdings (DPW), formerly DPW Holdings Kaiser Aluminum-KALU (Nasdaq)...... 2.9 Q .72 .67 7.5 1-25 1-22 2-12 Extraction Oil & Gas (XOG) Nasdaq Mercantile Bank-MBWM (Nasdaq) ...... 4.0 Q .29 .28 3.6 3-05 3-04 3-17 FoxWayne Enterprises Acquisition (FOXWU) MetroCity Bankshares-MCBS (Nasdaq)...... 2.7 Q .10 .09 11.1 2-03 2-02 2-12 Affinity Bancshares (AFBI), formerly Community First Monmouth Real Es Inv Cl A-MNR (NYSE)...... 4.1 Q .18 .17 5.9 2-16 2-12 3-15 Gores Metropoulos II (GMIIU) Bancshares (CFBI) NRG Energy-NRG (NYSE)...... 3.1 Q .325 .30 8.3 2-01 1-29 2-16 Huadi International Group (HUDI) ONE Gas-OGS (NYSE) ...... 3.3 Q .58 .54 7.4 2-19 2-18 3-05 CarLotz (LOTZ), formerly Acamar Partners Acquisition Jack Creek Investment (JCICU) Orrstown Financial-ORRF (NCM )...... 4.0 Q .18 .17 5.9 2-01 1-29 2-08 (ACAM) Legato Merger (LEGOU) PermRock Royalty Trust-PRT (NYSE)...... 4.4 M .01593 .014914 6.8 1-29 1-28 2-12 iSun (ISUN), formerly Peck Co Holdings (PECK) Liberty Media Acquisition (LMACU) Pinnacle Finl Partners-PNFP (Nasdaq) ...... 1.0 Q .18 .16 12.5 2-05 2-04 2-26 Viridian Therapeutics (VRDN), formerly Miragen Montauk Renewables (MNTK) Plumas Bancorp-PLBC (NCM )...... 2.2 Q .14 .12 16.7 2-01 1-29 2-15 Therapeutics (MGEN) North Atlantic Acquisition (NAACU) Union Bankshares-UNB (Nasdaq) ...... 5.0 Q .33 .32 3.1 2-01 1-29 2-05 One Equity Partners Open Water I (OEPWU) ADJUSTABLE MORTGAGE BASE RATES HIGH-YIELD BONDS Oyster Enterprises Acquisition (OSTRU) Friday, January 22, 2021 YOY Patria Investments (PAX) Ten most active fixed-coupon high-yield, or "junk", corporate bonds LAST LAST **EST EST VOL Jan 22 Jan 15 Yr. Ago % Chg Queen's Gambit Growth Capital (GMBTU) COMPANY (TICKER) COUPON MATURITY PRICE YIELD SPREAD UST (000's) SCP & CO Healthcare Acquisition (SHACU) Wells Fargo (WFC) 3.900 Mar 15, 2049 100.950 3.713 186 30 1,333,119 1 Year Treas Bills 0.11 0.10 1.54 -92.86 TZP Strategies Acquisition (TZPSU) Uniti Group Lp (UNIT) 6.500 Feb 15, 2029 101.125 6.235 515 10 830,545 2 Year Treas Notes 0.14 0.13 1.58 -91.14 Virtuoso Acquisition (VOSOU) Targa Resources Partners Lp (NGLS) 4.000 Jan 15, 2032 99.630 4.042 295 10 672,337 Hilton Domestic Operating Inc (HLT) 3.625 Feb 15, 2032 100.375 3.573 248 10 669,389 3 Year Treas Notes 0.22 0.20 1.58 -86.08 Community Health Systems (CYH) 6.875 Apr 15, 2029 102.250 6.354 527 10 500,727 5 Year Treas Notes 0.49 0.42 1.63 -69.94 TRADING SUSPENDED Bnp Paribas Sa (BNP) 2.824 Jan 26, 2041 98.643 2.914 126 30 467,086 Meg Energy (MEGCN) 5.875 Feb 01, 2029 99.250 5.994 523 10 366,384 10 Year Treas Notes 1.13 1.03 1.82 -37.91 NYSE Indigo Natural Resources LLC (INDNAT) 5.375 Feb 01, 2029 99.729 5.417 433 10 346,104 20 Year Treas Bds 1.67 1.57 2.13 -21.60 Commercial Metals Co (CMC) 3.875 Feb 15, 2031 102.250 3.551 246 10 340,696 Concho Resources (CXO) Park River Holdings (PRIMBP) 5.625 Feb 01, 2029 100.000 5.624 453 10 332,664 11th District % Nov 0.466 0.466 1.035 -54.98 NYSE American Volume represents total volume for the market; price/yield data are for trades of $100,000 and greater.* Denotes a security whose last round FHFA PMMS+ 2.80 2.80 3.56 -21.35 lot trade did not take place on the last business day prior to publication. ** Estimated spreads, in basis points (100 basis points is one percent- Fed annualized yields adjusted for constant maturity. FHFA None age point), over the 2, 5, 10 or 30-year hot run Treasury note/bond. 2-year: 0.125 12/22; 5-year: 0.375 12/25; 10-year: 0.875 11/30; PMMS+ is the Federal Housing Finance Agency's adjusted version Nasdaq 30-year: 1.375 08/50.†Comparable U.S. Treasury issue. of Freddie Mac's 30-yr FRM Primary Mortgage Market Survey. This Source: MarketAxess Corporate BondTicker - www.bondticker.com Index replaces the discontinued FHFA Contract Rate. Mid-Con Energy Partners (MCEP) M40 XWLC101112HGRP BARRON’S 483FAD6790I January 25, 2021

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