Phocas Financial Corp. Diversified Active

CIK: 0001356783 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 16, 2021

Total Value ($000): $790,945 (100.0% shares, 0.0% debt)

Holdings (206)

TBBK BANCORP INC DEL 1.7%
Value ($000) $13,232 Shares 519,903 Est. Cost $12.05 Unrealized +96.4%
RRC RANGE RES CORP 1.6%
Value ($000) $13,004 Shares 574,626 Est. Cost $9.71 Unrealized +66.9%
WCC WESCO INTL INC 1.6%
Value ($000) $12,891 Shares 118,170 Est. Cost $94.52 Unrealized +13.4%
CHAMPIONX CORPORATION 1.6%
Value ($000) $12,481 Shares 558,174 Est. Cost $10.57 Unrealized
CASH META FINL GROUP INC 1.5%
Value ($000) $12,137 Shares 231,274 Est. Cost $23.19 Unrealized +111.1%
MGY MAGNOLIA OIL & GAS CORP 1.5%
Value ($000) $11,839 Shares 665,497 Est. Cost $10.42 Unrealized +45.1%
MYRG MYR GROUP INC DEL 1.5%
Value ($000) $11,723 Shares 117,824 Est. Cost $27.79 Unrealized +253.9%
ATKR ATKORE INC 1.4%
Value ($000) $11,330 Shares 130,351 Est. Cost $23.26 Unrealized +245.3%
NXST NEXSTAR MEDIA GROUP INC 1.4%
Value ($000) $11,166 Shares 73,479 Est. Cost $53.27 Unrealized +138.3%
AHRT ARMADA HOFFLER PPTYS INC 1.3%
Value ($000) $10,382 Shares 776,536 Est. Cost $10.94 Unrealized
ABCB AMERIS BANCORP 1.3%
Value ($000) $10,320 Shares 198,913 Est. Cost $37.31 Unrealized +23.1%
STRL STERLING CONSTR INC 1.3%
Value ($000) $10,271 Shares 453,057 Est. Cost $15.15 Unrealized +47.5%
PFBC PREFERRED BK LOS ANGELES CA 1.3%
Value ($000) $10,055 Shares 150,794 Est. Cost $50.15 Unrealized +22.2%
GLOBAL MED REIT INC 1.3%
Value ($000) $9,940 Shares 676,189 Est. Cost $11.81 Unrealized
GREAT WESTERN BANCORP INC 1.2%
Value ($000) $9,812 Shares 299,705 Est. Cost $25.11 Unrealized
RETAIL OPPORTUNITY INVTS COR 1.2%
Value ($000) $9,564 Shares 549,035 Est. Cost $12.40 Unrealized
TFIN TRIUMPH BANCORP INC 1.2%
Value ($000) $9,368 Shares 93,561 Est. Cost $29.07 Unrealized +175.5%
IRT INDEPENDENCE RLTY TR INC 1.2%
Value ($000) $9,233 Shares 453,710 Est. Cost $9.71 Unrealized
AVNT AVIENT CORPORATION 1.1%
Value ($000) $8,986 Shares 193,866 Est. Cost $27.57 Unrealized +55.8%
SCHX SCHWAB STRATEGIC TR 1.1%
Value ($000) $8,750 Shares 84,111 Est. Cost $9.31 Unrealized
INDEPENDENT BANK GROUP INC 1.1%
Value ($000) $8,606 Shares 121,145 Est. Cost $50.46 Unrealized
UMPQUA HLDGS CORP 1.1%
Value ($000) $8,598 Shares 424,575 Est. Cost $10.53 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 1.1%
Value ($000) $8,534 Shares 36,917 Est. Cost $182.48 Unrealized
UIS UNISYS CORP 1.1%
Value ($000) $8,453 Shares 336,230 Est. Cost $17.63 Unrealized +34.2%
EFSC ENTERPRISE FINL SVCS CORP 1.0%
Value ($000) $8,292 Shares 183,124 Est. Cost $33.44 Unrealized +21.8%
KFRC KFORCE INC 1.0%
Value ($000) $8,284 Shares 138,900 Est. Cost $37.32 Unrealized +61.5%
HUDSON PAC PPTYS INC 1.0%
Value ($000) $8,241 Shares 313,694 Est. Cost $26.49 Unrealized
ABG ASBURY AUTOMOTIVE GROUP INC 1.0%
Value ($000) $8,157 Shares 41,463 Est. Cost $105.70 Unrealized +78.3%
CHRS COHERUS BIOSCIENCES INC 1.0%
Value ($000) $8,114 Shares 504,936 Est. Cost $15.83 Unrealized -7.4%
HGV HILTON GRAND VACATIONS INC 1.0%
Value ($000) $7,840 Shares 164,810 Est. Cost $28.09 Unrealized +50.8%
SKYW SKYWEST INC 1.0%
Value ($000) $7,824 Shares 158,581 Est. Cost $32.89 Unrealized +32.3%
AMERICAN FIN TR INC 1.0%
Value ($000) $7,806 Shares 970,882 Est. Cost $8.24 Unrealized
VREX VAREX IMAGING CORP 1.0%
Value ($000) $7,746 Shares 274,675 Est. Cost $24.52 Unrealized +13.1%
AUB ATLANTIC UN BANKSHARES CORP 1.0%
Value ($000) $7,717 Shares 209,426 Est. Cost $27.09 Unrealized +12.0%
SEM SELECT MED HLDGS CORP 0.9%
Value ($000) $7,442 Shares 205,754 Est. Cost $12.83 Unrealized +43.2%
HOSTESS BRANDS INC 0.9%
Value ($000) $7,258 Shares 417,829 Est. Cost $13.04 Unrealized
PEB PEBBLEBROOK HOTEL TR 0.9%
Value ($000) $7,075 Shares 315,699 Est. Cost $13.62 Unrealized
PDC ENERGY INC 0.9%
Value ($000) $7,035 Shares 148,457 Est. Cost $28.36 Unrealized
NOG NORTHERN OIL AND GAS INC MN 0.9%
Value ($000) $7,015 Shares 327,825 Est. Cost $16.88 Unrealized +3.5%
R RYDER SYS INC 0.9%
Value ($000) $6,948 Shares 84,005 Est. Cost $78.08 Unrealized -1.4%
BANC BANC OF CALIFORNIA INC 0.9%
Value ($000) $6,932 Shares 374,917 Est. Cost $16.44 Unrealized -4.1%
OMF ONEMAIN HLDGS INC 0.9%
Value ($000) $6,840 Shares 123,625 Est. Cost $28.21 Unrealized +106.1%
FUL FULLER H B CO 0.9%
Value ($000) $6,786 Shares 105,107 Est. Cost $47.84 Unrealized +28.0%
EPC EDGEWELL PERS CARE CO 0.9%
Value ($000) $6,739 Shares 185,657 Est. Cost $34.26 Unrealized +10.9%
VERINT SYS INC 0.9%
Value ($000) $6,738 Shares 150,427 Est. Cost $45.18 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NE 0.9%
Value ($000) $6,736 Shares 70,412 Est. Cost $52.83 Unrealized +60.9%
DAN DANA INC 0.8%
Value ($000) $6,719 Shares 302,118 Est. Cost $11.94 Unrealized +71.0%
SBRA SABRA HEALTH CARE REIT INC 0.8%
Value ($000) $6,564 Shares 445,939 Est. Cost $14.40 Unrealized
FRME FIRST MERCHANTS CORP 0.8%
Value ($000) $6,549 Shares 156,536 Est. Cost $28.21 Unrealized +22.7%
ITGR INTEGER HLDGS CORP 0.8%
Value ($000) $6,495 Shares 72,702 Est. Cost $77.67 Unrealized +20.5%
SCHL SCHOLASTIC CORP 0.8%
Value ($000) $6,453 Shares 181,020 Est. Cost $27.00 Unrealized +13.3%
MTRN MATERION CORP 0.8%
Value ($000) $6,433 Shares 93,725 Est. Cost $40.58 Unrealized +76.4%
NPO ENPRO INDS INC 0.8%
Value ($000) $6,390 Shares 73,350 Est. Cost $86.32 Unrealized +1.7%
OTTR OTTER TAIL CORP 0.8%
Value ($000) $6,348 Shares 113,412 Est. Cost $37.61 Unrealized +25.9%
OFIX ORTHOFIX MED INC 0.8%
Value ($000) $6,219 Shares 163,134 Est. Cost $42.26 Unrealized -5.8%
VSH VISHAY INTERTECHNOLOGY INC 0.8%
Value ($000) $6,099 Shares 303,576 Est. Cost $21.20 Unrealized -6.9%
LADR LADDER CAP CORP 0.8%
Value ($000) $6,087 Shares 550,885 Est. Cost $4.15 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.7%
Value ($000) $5,928 Shares 287,088 Est. Cost $5.39 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC 0.7%
Value ($000) $5,893 Shares 70,407 Est. Cost $72.83 Unrealized
THE AARONS COMPANY INC 0.7%
Value ($000) $5,794 Shares 210,375 Est. Cost $27.58 Unrealized
APG API GROUP CORP 0.7%
Value ($000) $5,710 Shares 280,607 Est. Cost $10.59 Unrealized +36.9%
ONTO ONTO INNOVATION INC 0.7%
Value ($000) $5,657 Shares 78,297 Est. Cost $59.55 Unrealized +21.1%
REV GROUP INC 0.7%
Value ($000) $5,638 Shares 328,583 Est. Cost $17.16 Unrealized
DLX DELUXE CORP 0.7%
Value ($000) $5,432 Shares 151,361 Est. Cost $32.84 Unrealized -4.7%
BV BRIGHTVIEW HLDGS INC 0.7%
Value ($000) $5,193 Shares 351,828 Est. Cost $12.74 Unrealized +19.8%
BKH BLACK HILLS CORP 0.7%
Value ($000) $5,187 Shares 82,647 Est. Cost $38.23 Unrealized +47.7%
AIR TRANSPORT SERVICES GRP I 0.6%
Value ($000) $5,090 Shares 197,221 Est. Cost $19.76 Unrealized
PLXS PLEXUS CORP 0.6%
Value ($000) $5,041 Shares 56,378 Est. Cost $50.55 Unrealized +75.9%
AIR AAR CORP 0.6%
Value ($000) $4,904 Shares 151,225 Est. Cost $39.50 Unrealized -12.9%
TPH TRI POINTE HOMES INC 0.6%
Value ($000) $4,872 Shares 231,768 Est. Cost $19.66 Unrealized +14.7%
CORNERSTONE BLDG BRANDS INC 0.6%
Value ($000) $4,859 Shares 332,590 Est. Cost $14.03 Unrealized
HEARTLAND FINL USA INC 0.6%
Value ($000) $4,753 Shares 98,853 Est. Cost $48.08 Unrealized
SOUTH JERSEY INDS INC 0.6%
Value ($000) $4,714 Shares 221,730 Est. Cost $28.16 Unrealized
ARCONIC CORPORATION 0.6%
Value ($000) $4,702 Shares 149,081 Est. Cost $31.23 Unrealized
KAI KADANT INC 0.6%
Value ($000) $4,669 Shares 22,874 Est. Cost $59.14 Unrealized +226.0%
AAPL APPLE INC 0.6%
Value ($000) $4,603 Shares 32,530 Est. Cost $101.84 Unrealized +41.3%
ASIX ADVANSIX INC 0.6%
Value ($000) $4,403 Shares 110,758 Est. Cost $27.42 Unrealized +14.5%
MYGN MYRIAD GENETICS INC 0.6%
Value ($000) $4,368 Shares 135,267 Est. Cost $29.77 Unrealized +11.5%
PRG PROG HOLDINGS INC 0.5%
Value ($000) $4,257 Shares 101,325 Est. Cost $48.26 Unrealized -9.7%
LZB LA Z BOY INC 0.5%
Value ($000) $4,038 Shares 125,274 Est. Cost $33.00 Unrealized +4.4%
GIII G III APPAREL GROUP LTD 0.5%
Value ($000) $3,995 Shares 141,167 Est. Cost $11.04 Unrealized +171.9%
VTWO VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $3,830 Shares 43,324 Est. Cost $135.41 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.5%
Value ($000) $3,824 Shares 154,253 Est. Cost $26.43 Unrealized +10.0%
ABBV ABBVIE INC 0.5%
Value ($000) $3,823 Shares 35,441 Est. Cost $53.04 Unrealized +83.3%
PLD PROLOGIS INC. 0.5%
Value ($000) $3,783 Shares 30,158 Est. Cost $51.88 Unrealized +120.1%
FNB F N B CORP 0.5%
Value ($000) $3,767 Shares 324,164 Est. Cost $8.80 Unrealized +11.6%
MOD MODINE MFG CO 0.5%
Value ($000) $3,734 Shares 329,594 Est. Cost $6.31 Unrealized +121.3%
MODIVCARE INC 0.5%
Value ($000) $3,725 Shares 20,508 Est. Cost $158.45 Unrealized
POR PORTLAND GEN ELEC CO 0.5%
Value ($000) $3,632 Shares 77,289 Est. Cost $25.05 Unrealized +62.9%
MSFT MICROSOFT CORP 0.5%
Value ($000) $3,618 Shares 12,834 Est. Cost $160.05 Unrealized +75.4%
BJRI BJS RESTAURANTS INC 0.5%
Value ($000) $3,561 Shares 85,271 Est. Cost $25.74 Unrealized +63.1%
FBK FB FINL CORP 0.4%
Value ($000) $3,446 Shares 80,371 Est. Cost $31.02 Unrealized +19.3%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $3,430 Shares 12,922 Est. Cost $145.63 Unrealized +70.8%
RUTHS HOSPITALITY GROUP INC 0.4%
Value ($000) $3,381 Shares 163,249 Est. Cost $20.71 Unrealized
PACIFIC PREMIER BANCORP 0.4%
Value ($000) $3,335 Shares 80,487 Est. Cost $23.35 Unrealized
KOP KOPPERS HOLDINGS INC 0.4%
Value ($000) $3,302 Shares 105,619 Est. Cost $23.34 Unrealized +29.3%
SF STIFEL FINL CORP 0.4%
Value ($000) $3,259 Shares 47,954 Est. Cost $33.92 Unrealized +81.8%
AEIS ADVANCED ENERGY INDS 0.4%
Value ($000) $3,250 Shares 37,041 Est. Cost $63.71 Unrealized +44.3%
PRI PRIMERICA INC 0.4%
Value ($000) $3,209 Shares 20,889 Est. Cost $66.25 Unrealized +124.6%
DCOM DIME CMNTY BANCSHARES INC 0.4%
Value ($000) $3,137 Shares 96,061 Est. Cost $28.18 Unrealized -2.7%
COHU COHU INC 0.4%
Value ($000) $3,126 Shares 97,879 Est. Cost $39.62 Unrealized -14.1%
SNEX STONEX GROUP INC 0.4%
Value ($000) $3,085 Shares 46,810 Est. Cost $25.41 Unrealized +13.9%
TIVITY HEALTH INC 0.4%
Value ($000) $3,018 Shares 130,894 Est. Cost $23.06 Unrealized
TCBI TEXAS CAP BANCSHARES INC 0.4%
Value ($000) $2,972 Shares 49,512 Est. Cost $67.41 Unrealized -7.6%
AVID BIOSERVICES INC 0.4%
Value ($000) $2,950 Shares 136,783 Est. Cost $21.57 Unrealized
INVITAE CORP 0.4%
Value ($000) $2,922 Shares 102,774 Est. Cost $33.67 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $2,879 Shares 1,077 Est. Cost $51.33 Unrealized +163.1%
HRTG HERITAGE INSURANCE HLDGS INC 0.4%
Value ($000) $2,835 Shares 416,364 Est. Cost $13.98 Unrealized -48.5%
EQIX EQUINIX INC 0.4%
Value ($000) $2,826 Shares 3,577 Est. Cost $519.31 Unrealized +46.8%
AGIO AGIOS PHARMACEUTICALS INC 0.4%
Value ($000) $2,819 Shares 61,076 Est. Cost $52.06 Unrealized -7.2%
TGNA TEGNA INC 0.4%
Value ($000) $2,816 Shares 142,775 Est. Cost $15.40 Unrealized +17.9%
BBIO BRIDGEBIO PHARMA INC 0.3%
Value ($000) $2,652 Shares 56,592 Est. Cost $57.07 Unrealized -6.1%
ACH OWENS & MINOR INC NEW 0.3%
Value ($000) $2,649 Shares 84,658 Est. Cost $39.35 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.3%
Value ($000) $2,555 Shares 13,371 Est. Cost $124.09 Unrealized +32.2%
AEO AMERICAN EAGLE OUTFITTERS IN 0.3%
Value ($000) $2,553 Shares 98,943 Est. Cost $30.27 Unrealized -7.8%
REXR REXFORD INDL RLTY INC 0.3%
Value ($000) $2,453 Shares 43,218 Est. Cost $18.55 Unrealized
EXR EXTRA SPACE STORAGE INC 0.3%
Value ($000) $2,415 Shares 14,373 Est. Cost $75.14 Unrealized +97.3%
DBI DESIGNER BRANDS INC 0.3%
Value ($000) $2,396 Shares 171,982 Est. Cost $15.74 Unrealized -17.9%
IWR ISHARES TR 0.3%
Value ($000) $2,232 Shares 28,536 Est. Cost $68.19 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $2,163 Shares 16,646 Est. Cost $82.28 Unrealized +24.3%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,101 Shares 13,008 Est. Cost $116.46 Unrealized +29.0%
SUI SUN CMNTYS INC 0.3%
Value ($000) $2,091 Shares 11,294 Est. Cost $91.64 Unrealized
SCHH SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,067 Shares 45,257 Est. Cost $38.88 Unrealized
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $1,965 Shares 56,158 Est. Cost $25.67 Unrealized +12.8%
ELS EQUITY LIFESTYLE PPTYS INC 0.2%
Value ($000) $1,760 Shares 22,530 Est. Cost $55.11 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.2%
Value ($000) $1,688 Shares 8,749 Est. Cost $45.39 Unrealized +328.9%
INVH INVITATION HOMES INC 0.2%
Value ($000) $1,654 Shares 43,155 Est. Cost $20.39 Unrealized +70.7%
STORE CAP CORP 0.2%
Value ($000) $1,615 Shares 50,426 Est. Cost $24.11 Unrealized
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $1,586 Shares 19,605 Est. Cost $58.12 Unrealized +19.5%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,576 Shares 15,745 Est. Cost $81.12 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,483 Shares 9,057 Est. Cost $49.41 Unrealized +184.0%
FEDERAL RLTY INVT TR 0.2%
Value ($000) $1,466 Shares 12,425 Est. Cost $101.71 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,395 Shares 18,195 Est. Cost $61.67 Unrealized
MAA MID-AMER APT CMNTYS INC 0.2%
Value ($000) $1,329 Shares 7,118 Est. Cost $106.76 Unrealized +50.8%
CSD INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,210 Shares 19,251 Est. Cost $0.98 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,119 Shares 7,441 Est. Cost $56.90 Unrealized +137.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,106 Shares 6,537 Est. Cost $130.76 Unrealized +33.2%
IYR ISHARES TR 0.1%
Value ($000) $1,106 Shares 10,803 Est. Cost $3.53 Unrealized
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $1,068 Shares 4,818 Est. Cost $113.35 Unrealized +70.1%
PSA PUBLIC STORAGE 0.1%
Value ($000) $1,061 Shares 3,570 Est. Cost $158.75 Unrealized +62.1%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,059 Shares 7,070 Est. Cost $108.36 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $1,050 Shares 3,575 Est. Cost $213.31 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,044 Shares 3,825 Est. Cost $244.07 Unrealized +15.1%
REG REGENCY CTRS CORP 0.1%
Value ($000) $969 Shares 14,395 Est. Cost $46.35 Unrealized +19.4%
EFA ISHARES TR 0.1%
Value ($000) $960 Shares 12,305 Est. Cost $60.56 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $957 Shares 4,618 Est. Cost $19.70 Unrealized +5.2%
KRE SPDR SER TR 0.1%
Value ($000) $929 Shares 13,711 Est. Cost $36.38 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $929 Shares 27,741 Est. Cost $22.25 Unrealized +25.3%
BXP BOSTON PROPERTIES INC 0.1%
Value ($000) $904 Shares 8,346 Est. Cost $76.94 Unrealized +17.3%
DOV DOVER CORP 0.1%
Value ($000) $898 Shares 5,775 Est. Cost $44.21 Unrealized +254.2%
BLUEROCK RESIDENTIAL GWT REI 0.1%
Value ($000) $880 Shares 69,079 Est. Cost $8.22 Unrealized
SL GREEN RLTY CORP 0.1%
Value ($000) $841 Shares 11,865 Est. Cost $70.00 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $840 Shares 25,596 Est. Cost $31.21 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $826 Shares 5,155 Est. Cost $140.27 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $813 Shares 21,003 Est. Cost $34.36 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $802 Shares 1,870 Est. Cost $382.11 Unrealized
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $766 Shares 2,395 Est. Cost $190.42 Unrealized +44.6%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $751 Shares 9,930 Est. Cost $53.23 Unrealized +34.7%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $741 Shares 5,301 Est. Cost $94.54 Unrealized +34.6%
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $737 Shares 9,202 Est. Cost $73.89 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $690 Shares 1,536 Est. Cost $320.91 Unrealized +30.3%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $658 Shares 3,796 Est. Cost $115.60 Unrealized +34.9%
CI CIGNA CORP NEW 0.1%
Value ($000) $650 Shares 3,245 Est. Cost $204.18 Unrealized -1.6%
AGG ISHARES TR 0.1%
Value ($000) $603 Shares 5,255 Est. Cost $113.88 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $565 Shares 172 Est. Cost $167.15 Unrealized +3.2%
IWS ISHARES TR 0.1%
Value ($000) $555 Shares 4,903 Est. Cost $89.67 Unrealized
BLACKROCK INC 0.1%
Value ($000) $533 Shares 635 Est. Cost $817.35 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $516 Shares 1,835 Est. Cost $123.71 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $513 Shares 3,450 Est. Cost $34.76 Unrealized +293.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $503 Shares 5,151 Est. Cost $67.76 Unrealized +28.8%
KKR KKR & CO INC 0.1%
Value ($000) $496 Shares 8,145 Est. Cost $54.66 Unrealized +10.7%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $496 Shares 33,030 Est. Cost $14.69 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $494 Shares 1,306 Est. Cost $330.27 Unrealized +5.9%
ATLANTIC CAP BANCSHARES INC 0.1%
Value ($000) $479 Shares 18,092 Est. Cost $18.52 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $462 Shares 2,275 Est. Cost $103.87 Unrealized +76.7%
ABT ABBOTT LABS 0.1%
Value ($000) $450 Shares 3,810 Est. Cost $99.26 Unrealized +14.3%
PFF ISHARES TR 0.1%
Value ($000) $446 Shares 11,486 Est. Cost $37.74 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $417 Shares 1,447 Est. Cost $153.45 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $414 Shares 1,156 Est. Cost $195.55 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $381 Shares 6,295 Est. Cost $47.11 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $362 Shares 4,257 Est. Cost $94.43 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $342 Shares 767 Est. Cost $398.72 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $341 Shares 6,307 Est. Cost $42.28 Unrealized +0.1%
IWB ISHARES TR 0.0%
Value ($000) $334 Shares 1,380 Est. Cost $186.96 Unrealized
MEI METHODE ELECTRS INC 0.0%
Value ($000) $319 Shares 7,580 Est. Cost $27.30 Unrealized +46.6%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $309 Shares 3,046 Est. Cost $73.93 Unrealized +12.7%
GOOG ALPHABET INC 0.0%
Value ($000) $301 Shares 113 Est. Cost $98.47 Unrealized +39.0%
CRM SALESFORCE COM INC 0.0%
Value ($000) $296 Shares 1,090 Est. Cost $250.91 Unrealized 0.0%
SCZ ISHARES TR 0.0%
Value ($000) $294 Shares 3,955 Est. Cost $74.08 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $290 Shares 6,830 Est. Cost $25.55 Unrealized +41.3%
CORESITE RLTY CORP 0.0%
Value ($000) $289 Shares 2,087 Est. Cost $134.16 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $284 Shares 6,664 Est. Cost $42.62 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $275 Shares 1,860 Est. Cost $139.03 Unrealized -3.2%
C CITIGROUP INC 0.0%
Value ($000) $271 Shares 3,857 Est. Cost $36.67 Unrealized +62.8%
INTC INTEL CORP 0.0%
Value ($000) $267 Shares 5,018 Est. Cost $21.41 Unrealized +132.6%
DE DEERE & CO 0.0%
Value ($000) $265 Shares 790 Est. Cost $342.83 Unrealized -1.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $263 Shares 3,105 Est. Cost $55.22 Unrealized +31.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $257 Shares 1,065 Est. Cost $215.84 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $242 Shares 5,636 Est. Cost $27.11 Unrealized +31.6%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $233 Shares 3,803 Est. Cost $42.36 Unrealized +48.4%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $224 Shares 1,928 Est. Cost $100.33 Unrealized 0.0%
BMRC BANK MARIN BANCORP 0.0%
Value ($000) $217 Shares 3,983 Est. Cost $28.72 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $213 Shares 970 Est. Cost $247.97 Unrealized 0.0%
PREFERRED APT CMNTYS INC 0.0%
Value ($000) $174 Shares 14,199 Est. Cost $9.72 Unrealized
ADT ADT INC DEL 0.0%
Value ($000) $87 Shares 10,700 Est. Cost $4.66 Unrealized +77.9%
CHEMBIO DIAGNOSTICS INC 0.0%
Value ($000) $75 Shares 30,000 Est. Cost $4.44 Unrealized