Model Portfolio
Note: Please refer to the buyzone for pricing guidance. You can buy the stock even if it’s above its range. The buyzone is a guide only. If a position doesn’t have a “Close Price”, the position is still open.
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True Momentum
Positions: 124
Last Update: October 12, 2024
Select Portfolio
| Symbol | Open | Current | Total Return | Action to Take | Recommendation Type |
|---|---|---|---|---|---|
|
ENTG
Entegris Inc.
|
$58.54 05/21/2020 | $108.90 | 88.74% | Buy at market | Regular Issue, Legacy Position |
|
AMKR
Amkor Technology
|
$24.19 02/15/2022 | $30.92 | 30.66% | Buy at market | Regular Issue, Legacy Position |
|
FLNC
Fluence Energy
|
$9.12 05/19/2022 | $21.70 | 137.94% | Buy at market | Regular Issue, Legacy Position |
|
RKLB
Rocket Lab
|
$3.96 11/29/2022 | $9.70 | 144.95% | Buy at market | Special Report |
|
S
SentinelOne
|
$15.31 06/27/2023 | $25.71 | 67.93% | Buy at market | Special Report |
|
RXRX
Recursion Pharmaceuticals
|
$7.29 06/27/2023 | $6.62 | -9.19% | Buy at market | Special Report |
|
VNT
Vontier
|
$30.80 06/27/2023 | $34.51 | 12.45% | Buy at market | Special Report |
|
ALT
Altimmune
|
$3.46 06/27/2023 | $6.30 | 82.08% | Buy at market | Special Report |
|
AUR
Aurora Innovation
|
$2.78 07/10/2023 | $5.75 | 106.83% | Buy at market | Regular Issue |
|
JOBY
Joby Aviation
|
$7.43 08/30/2023 | $5.69 | -23.42% | Buy at market | Regular Issue |
|
ESAB
ESAB Corporation
|
$68.67 10/04/2023 | $106.87 | 56.04% | Buy at market | Regular Issue |
|
NTRA
Natera Inc.
|
$34.98 04/20/2020 | $130.06 | 271.81% | Buy at market | Regular Issue, Legacy Position |
|
RMBS
Rambus
|
$64.21 03/22/2024 | $44.05 | -31.4% | Buy at market | Regular Issue |
|
COHR
Coherent Corp.
|
$54.40 05/13/2024 | $104.62 | 92.32% | Buy at market | Regular Issue |
| Symbol | Open | Current | Total Return | Action to Take | Recommendation Type |
|---|---|---|---|---|---|
|
ENTG
Entegris Inc.
|
$58.54 05/21/2020 | $108.90 | 88.74% | Buy at market | Regular Issue, Legacy Position |
|
AMKR
Amkor Technology
|
$24.19 02/15/2022 | $30.92 | 30.66% | Buy at market | Regular Issue, Legacy Position |
|
VNT
Vontier
|
$30.80 06/27/2023 | $34.51 | 12.45% | Buy at market | Special Report |
|
ESAB
ESAB Corporation
|
$68.67 10/04/2023 | $106.87 | 56.04% | Buy at market | Regular Issue |
|
RMBS
Rambus
|
$64.21 03/22/2024 | $44.05 | -31.4% | Buy at market | Regular Issue |
|
COHR
Coherent Corp.
|
$54.40 05/13/2024 | $104.62 | 92.32% | Buy at market | Regular Issue |
| Symbol | Open | Current | Total Return | Action to Take | Recommendation Type |
|---|---|---|---|---|---|
|
FLNC
Fluence Energy
|
$9.12 05/19/2022 | $21.70 | 137.94% | Buy at market | Regular Issue, Legacy Position |
|
AUR
Aurora Innovation
|
$2.78 07/10/2023 | $5.75 | 106.83% | Buy at market | Regular Issue |
|
JOBY
Joby Aviation
|
$7.43 08/30/2023 | $5.69 | -23.42% | Buy at market | Regular Issue |
| Symbol | Open | Current | Total Return | Action to Take | Recommendation Type |
|---|---|---|---|---|---|
|
RXRX
Recursion Pharmaceuticals
|
$7.29 06/27/2023 | $6.62 | -9.19% | Buy at market | Special Report |
|
ALT
Altimmune
|
$3.46 06/27/2023 | $6.30 | 82.08% | Buy at market | Special Report |
|
NTRA
Natera Inc.
|
$34.98 04/20/2020 | $130.06 | 271.81% | Buy at market | Regular Issue, Legacy Position |
| Symbol | Open | Current | Total Return | Action to Take | Recommendation Type |
|---|---|---|---|---|---|
|
RKLB
Rocket Lab
|
$3.96 11/29/2022 | $9.70 | 144.95% | Buy at market | Special Report |
|
S
SentinelOne
|
$15.31 06/27/2023 | $25.71 | 67.93% | Buy at market | Special Report |
| Symbol | Open | Close Price/Date |
Total Return | Action to Take | Recommendation Type |
|---|---|---|---|---|---|
|
HIMS
Hims & Hers Health
|
$11.05 04/21/2023 | $11.79 05/08/2024 | 6.7% | Sold on 5/8/2024 | Regular Issue |
|
NTRA
Natera Inc.
|
$34.98 04/20/2020 | $89.12 03/01/2024 | 154.77% | Sold half on 3/1/2024 | Regular Issue, Legacy Position |
|
CCJ
Cameco
|
$25.32 04/12/2023 | $41.21 03/01/2024 | 63.11% | Sold on 3/1/2024 | Regular Issue |
|
RIG
Transocean
|
$4.06 11/29/2022 | $4.96 03/01/2024 | 22.17% | Sold on 3/1/2024 | Special Report |
|
CCJ
Cameco
|
$18.70 03/16/2021 | $41.21 03/01/2024 | 121.66% | Sold on 3/1/2024 | Regular Issue, Legacy Position |
|
ALIT
Alight
|
$8.28 05/31/2023 | $7.76 12/01/2023 | -6.28% | Sold on 12/1/2023 | Regular Issue |
|
EXTR
Extreme Networks
|
$19.77 11/29/2022 | $16.40 12/01/2023 | -17.05% | Sold on 12/1/2023 | Special Report |
|
QLYS
Qualys
|
$100.70 04/09/2020 | $149.53 08/16/2023 | 48.49% | Sold on 8/16/2023 | Regular Issue, Legacy Position |
|
BCRX
BioCryst Pharmaceuticals
|
$10.53 02/02/2021 | $7.05 08/11/2023 | -33.05% | Sold on 8/11/2023 | Regular Issue, Legacy Position |
|
VCYT
Veracyte Inc.
|
$37.76 05/21/2021 | $28.31 07/24/2023 | -25.03% | Sold on 7/24/2023 | Regular Issue, Legacy Position |
|
VCYT
Veracyte Inc.
|
$21.95 05/04/2023 | $28.31 07/24/2023 | 28.97% | Sold on 7/24/2023 | Regular Issue |
|
ONTO
Onto Innovation
|
$82.52 04/12/2023 | $105.00 07/24/2023 | 27.24% | Sold on 7/24/2023 | Regular Issue |
|
SMAR
Smartsheet Inc.
|
$72.83 11/12/2021 | $41.98 07/24/2023 | -42.36% | Sold on 7/24/2023 | Regular Issue, Legacy Position |
|
IPGP
IPG Photonics Corp.
|
$159.10 09/29/2021 | $132.42 07/24/2023 | -16.77% | Sold on 7/24/2023 | Regular Issue, Legacy Position |
|
ONTO
Onto Innovation Inc.
|
$77.28 08/06/2021 | $105.00 07/24/2023 | 35.87% | Sold on 7/24/2023 | Regular Issue, Legacy Position |
|
AXON
Axon Enterprise
|
$124.64 04/20/2022 | $191.00 05/31/2023 | 53.24% | Sold on 5/31/2023 | Regular Issue, Legacy Position |
|
WOLF
Wolfspeed Inc.
|
$60.38 04/02/2019 | $40.66 05/04/2023 | -32.66% | Sold on 5/4/2023 | Regular Issue, Legacy Position |
|
UPWK
Upwork Inc.
|
$18.68 10/01/2020 | $7.91 05/04/2023 | -57.66% | Sold on 5/4/2023 | Regular Issue, Legacy Position |
|
PHR
Phreesia Inc.
|
$69.80 01/21/2021 | $30.90 05/04/2023 | -55.73% | Sold on 5/4/2023 | Regular Issue, Legacy Position |
|
LGND
Ligand Pharmaceuticals Inc.
|
$164.78 03/12/2021 | $71.10 03/10/2023 | -56.85% | Sold on 3/10/2023 | Regular Issue |
|
MTLS
Materialise NV
|
$18.57 03/31/2020 | $8.16 03/10/2023 | -56.06% | Sold on 3/10/2023 | Regular Issue |
|
ADPT
Adaptive Biotechnologies Corp.
|
$56.05 12/11/2020 | $8.01 03/10/2023 | -85.71% | Sold on 3/10/2023 | Regular Issue |
|
SHAK
Shake Shack Inc.
|
$62.69 03/15/2022 | $55.50 03/10/2023 | -11.47% | Sold on 3/10/2023 | Regular Issue |
|
DASH
DoorDash Inc.
|
$194.79 08/13/2021 | $54.36 03/10/2023 | -72.09% | Sold on 3/10/2023 | Regular Issue |
|
BEAM
Beam Therapeutics Inc.
|
$106.89 08/30/2021 | $31.74 03/10/2023 | -70.31% | Sold on 3/10/2023 | Regular Issue |
|
GKOS
Glaukos Corp.
|
$47.27 10/12/2021 | $45.12 03/10/2023 | -4.55% | Sold on 3/10/2023 | Regular Issue |
|
PLNT
Planet Fitness Inc.
|
$92.25 11/04/2021 | $76.71 03/10/2023 | -16.85% | Sold on 3/10/2023 | Regular Issue |
|
DOMO
Domo Inc.
|
$83.73 07/13/2021 | $13.78 03/08/2023 | -83.54% | Sold on 3/8/2023 | Regular Issue |
|
OABI
OmniAb, Inc.
|
$2.41 11/02/2022 | $3.53 03/08/2023 | 46.47% | Sold on 3/8/2023 | Spin off |
|
ETSY
Etsy
|
$58.21 03/03/2020 | $130.29 01/13/2023 | 123.83% | Sold on 1/13/2023 | Regular Issue |
|
NTLA
Intellia Therapeutics Inc.
|
$146.94 08/04/2021 | $37.41 01/13/2023 | -74.54% | Sold on 1/13/2023 | Regular Issue |
|
HALO
Halozyme Therapeutics Inc.
|
$45.13 01/13/2021 | $50.37 01/13/2023 | 11.61% | Sold on 1/13/2023 | Regular Issue |
|
FSLY
Fastly Inc.
|
$83.17 11/25/2020 | $9.48 01/13/2023 | -88.6% | Sold on 1/13/2023 | Regular Issue |
|
MSTR
MicroStrategy Inc.
|
$169.07 10/20/2020 | $206.00 01/13/2023 | 21.84% | Sold on 1/13/2023 | Regular Issue |
|
SI
Silvergate Capital Corp.
|
$64.40 06/15/2022 | $22.65 12/09/2022 | -64.83% | Sold on 12/9/2022 | Regular Issue |
|
UPST
Upstart Holdings Inc.
|
$107.38 04/23/2021 | $19.21 11/17/2022 | -82.11% | Sold on 11/17/2022 | Regular Issue |
|
AI
C3.ai Inc.
|
$93.32 03/03/2021 | $13.27 11/17/2022 | -85.78% | Sold on 11/17/2022 | Regular Issue |
|
CRNC
Cerence Inc.
|
$108.36 06/04/2021 | $17.23 11/17/2022 | -84.1% | Sold on 11/17/2022 | Special Report Trade |
|
CVNA
Carvana
|
$25.14 06/22/2022 | $8.06 11/17/2022 | -67.94% | Sold on 11/17/2022 | Regular Issue |
|
RVLV
Revolve Group Inc.
|
$34.56 01/06/2021 | $26.04 11/11/2022 | -24.65% | Sold on 11/11/2022 | Regular Issue |
|
FORM
FormFactor Inc.
|
$22.43 04/15/2020 | $21.71 11/11/2022 | -3.21% | Sold on 11/11/2022 | Regular Issue |
|
MXL
MaxLinear, Inc.
|
$48.17 07/29/2021 | $36.07 11/11/2022 | -25.12% | Sold on 11/11/2022 | Regular Issue |
|
GH
Guardant Health Inc.
|
$65.84 03/25/2020 | $50.47 11/11/2022 | -23.34% | Sold on 11/11/2022 | Regular Issue |
|
IRBT
iRobot Corp.
|
$69.94 01/13/2022 | $59.64 08/05/2022 | -14.73% | Sold on 8/5/2022 | Regular Issue |
|
UMC
United Microelectronics Corp.
|
$11.84 09/01/2021 | $11.38 01/11/2022 | -3.89% | Sold on 1/11/2022 | Regular Issue |
|
AVAV
AeroVironment Inc.
|
$114.29 03/03/2021 | $57.98 12/07/2021 | -49.27% | Sold on 12/7/2021 | Regular Issue |
|
LSPD
Lightspeed Commerce Inc.
|
$35.74 10/07/2020 | $71.48 11/04/2021 | 100% | Sold on 11/4/2021 | Regular Issue |
|
DT
Dynatrace Inc.
|
$67.25 08/25/2021 | $74.16 10/28/2021 | 10.28% | Sold on 10/28/2021 | Regular Issue |
|
VICR
Vicor Corp.
|
$71.35 06/19/2020 | $138.88 10/05/2021 | 94.65% | Sold on 10/5/2021 | Regular Issue |
|
SRPT
Sarepta Therapeutics
|
$82.71 06/09/2021 | $75.87 08/30/2021 | -8.27% | Sold on 8/30/2021 | Regular Issue |
|
ZNGA
Zynga
|
$5.95 08/06/2019 | $7.99 08/06/2021 | 34.29% | Sold on 8/6/2021 | Regular Issue |
|
ITRI
Itron
|
$93.52 12/23/2020 | $73.61 08/05/2021 | -21.29% | Sold on 8/5/2021 | Regular Issue |
|
IRBT
iRobot Corp.
|
$106.06 10/05/2018 | $87.11 07/29/2021 | -17.87% | Sold on 7/29/2021 | Regular Issue |
|
MDLA
Medallia
|
$46.50 02/12/2021 | $33.60 07/26/2021 | -27.74% | Sold on 7/26/2021 | Regular Issue |
|
NEO
Neogenomics
|
$31.78 01/13/2020 | $44.22 07/20/2021 | 39.14% | Sold on 7/20/2021 | Regular Issue |
|
UTHR
United Therapeutics
|
$85.87 09/17/2019 | $160.34 03/04/2021 | 86.72% | Sold on 3/4/2021 | Regular Issue |
|
NBIX
Neurocrine Biosciences
|
$91.40 09/27/2019 | $95.01 03/03/2021 | 3.95% | Sold on 3/3/2021 | Regular Issue |
|
ARNA
Arena Pharmaceuticals
|
$60.86 07/10/2019 | $76.81 03/02/2021 | 26.21% | Sold on 3/2/2021 | Regular Issue |
|
SWCH
Switch
|
$14.90 11/05/2019 | $15.37 03/02/2021 | 4.42% | Sold on 3/2/2021 | Regular Issue |
|
EXEL
Exelixis
|
$16.65 11/13/2018 | $21.91 02/12/2021 | 31.59% | Sold on 2/12/2021 | Regular Issue |
|
PRLB
Proto Labs Inc
|
$64.92 03/23/2020 | $227.08 02/01/2021 | 249.78% | Sold on 2/1/2021 | Regular Issue |
|
POWI
Power Integrations
|
$45.90 02/25/2020 | $93.11 01/19/2021 | 103.79% | Sold on 1/19/2021 | Regular Issue |
|
BOX
Box Inc.
|
$15.28 02/27/2020 | $17.90 01/19/2021 | 17.15% | Sold on 1/19/2021 | Regular Issue |
|
ICPT
Intercept Pharmaceuticals
|
$31.39 11/09/2020 | $29.54 01/12/2021 | -5.89% | Sold on 1/12/2021 | Regular Issue |
|
SRPT
Sarepta Therapeutics
|
$55.74 11/06/2017 | $82.29 01/08/2021 | 47.63% | Sold on 1/8/2021 | Regular Issue |
|
SEDG
SolarEdge
|
$58.56 06/18/2019 | $322.52 12/22/2020 | 450.75% | Sold on 12/22/2020 | Regular Issue |
|
ENPH
Enphase Energy
|
$24.02 12/10/2019 | $177.27 12/22/2020 | 638.01% | Sold on 12/22/2020 | Regular Issue |
|
NVCR
NovoCure
|
$41.52 10/24/2018 | $116.68 11/25/2020 | 181.02% | Sold on 11/25/2020 | Regular Issue |
|
AEO
American Eagle Outfitters, Inc.
|
$9.53 05/26/2020 | $14.23 10/19/2020 | 49.32% | Sold on 10/19/2020 | Special Report Trade |
|
FSLY
Fastly Inc.
|
$84.21 08/24/2020 | $89.70 10/15/2020 | 6.52% | Sold on 10/15/2020 | Regular Issue |
|
LMNX
Luminex
|
$36.02 07/15/2020 | $25.26 10/07/2020 | -29.62% | Sold on 10/7/2020 | Regular Issue |
|
SLAB
Silicon Laboratories
|
$92.16 05/20/2019 | $97.20 10/06/2020 | 5.47% | Sold on 10/6/2020 | Regular Issue |
|
CARG
CarGurus
|
$22.78 04/29/2020 | $22.61 10/05/2020 | -0.75% | Sold on 10/5/2020 | Regular Issue |
|
ICPT
Intercept Pharmaceuticals
|
$80.86 11/07/2019 | $52.83 08/10/2020 | -34.66% | Sold on 8/10/2020 | Regular Issue |
|
VRNT
Verint Systems
|
$48.75 07/12/2018 | $42.96 07/28/2020 | -11.88% | Sold on 7/28/2020 | Regular Issue |
|
GRUB
GrubHub
|
$51.90 03/06/2020 | $72.96 07/06/2020 | 40.58% | Sold on 7/6/2020 | Regular Issue |
|
ICUI
ICU Medical
|
$217.01 04/16/2020 | $187.36 05/20/2020 | -13.66% | Sold on 5/20/2020 | Regular Issue |
|
TDOC
Teladoc Health
|
$53.49 12/11/2018 | $171.77 04/15/2020 | 221.13% | Sold on 4/15/2020 | Regular Issue |
|
FSLR
First Solar
|
$42.43 10/24/2018 | $44.95 03/02/2020 | 5.94% | Sold on 3/2/2020 | Special Report Trade |
|
FLIR
FLIR Systems
|
$52.99 05/01/2019 | $44.43 02/27/2020 | -15.2% | Sold on 2/27/2020 | Regular Issue |
|
CARG
CarGurus
|
$34.16 05/31/2019 | $25.05 02/14/2020 | -26.67% | Sold on 2/14/2020 | Regular Issue |
|
PRSP
Perspecta
|
$23.75 08/15/2019 | $24.40 02/06/2020 | 3.24% | Sold on 2/6/2020 | Regular Issue |
|
EXAS
Exact Sciences
|
$38.14 07/11/2017 | $108.60 09/11/2019 | 184.74% | Sold on 9/11/2019 | Regular Issue |
|
ROKU
Roku
|
$30.35 12/26/2018 | $149.76 09/11/2019 | 393.44% | Sold on 9/11/2019 | Regular Issue |
|
WK
Workiva
|
$54.41 05/09/2019 | $43.25 09/11/2019 | -20.51% | Sold on 9/11/2019 | Regular Issue |
|
TWLO
Twilio Inc.
|
$56.40 06/07/2018 | $109.72 09/11/2019 | 94.54% | Sold on 9/11/2019 | Regular Issue |
|
NEWR
New Relic
|
$85.61 11/29/2018 | $59.78 08/07/2019 | -30.17% | Sold on 8/7/2019 | Regular Issue |
|
ICPT
Intercept Pharmaceuticals
|
$65.02 03/08/2018 | $79.51 06/07/2019 | 22.29% | Sold on 6/7/2019 | Regular Issue |
|
VSH
Vishay Intertechnology
|
$18.47 11/13/2018 | $17.88 05/09/2019 | -2.27% | Sold on 5/9/2019 | Regular Issue |
|
NTNX
Nutanix
|
$37.07 10/29/2018 | $37.07 05/09/2019 | 0% | Sold on 5/9/2019 | Regular Issue |
|
PRLB
Proto Labs Inc
|
$149.60 08/30/2018 | $104.94 05/08/2019 | -29.85% | Sold on 5/8/2019 | Regular Issue |
|
INGN
Inogen Inc.
|
$192.35 10/24/2018 | $67.79 05/08/2019 | -64.76% | Sold on 5/8/2019 | Regular Issue |
|
GRUB
GrubHub
|
$74.46 01/23/2019 | $65.40 04/12/2019 | -12.17% | Sold on 4/12/2019 | Regular Issue |
|
LOXO
Loxo Oncology Rg
|
$100.92 02/13/2018 | $233.26 01/16/2019 | 131.13% | Sold on 1/16/2019 | Regular Issue |
|
NBIX
Neurocrine Biosciences
|
$122.95 09/28/2018 | $73.83 12/12/2018 | -39.95% | Sold on 12/12/2018 | Regular Issue |
|
NRG
NRG Energy
|
$15.24 05/18/2017 | $36.60 10/15/2018 | 141.14% | Sold on 10/15/2018 | Regular Issue |
|
PSTG
Pure Storage Inc.
|
$23.01 05/15/2018 | $22.02 10/10/2018 | -4.3% | Sold on 10/10/2018 | Regular Issue |
|
TDOC
Teladoc Health
|
$33.29 07/28/2017 | $63.43 10/10/2018 | 90.54% | Sold on 10/10/2018 | Regular Issue |
|
PFPT
Proofpoint Inc.
|
$94.31 10/17/2017 | $99.67 10/05/2018 | 5.68% | Sold on 10/5/2018 | Regular Issue |
|
BOX
Box Inc.
|
$20.60 04/04/2018 | $20.89 10/05/2018 | 1.41% | Sold on 10/5/2018 | Regular Issue |
|
CLDR
CLOUDERA
|
$18.68 01/18/2018 | $19.05 10/04/2018 | 1.98% | Sold on 10/4/2018 | Regular Issue |
|
NTNX
Nutanix
|
$23.00 09/20/2017 | $51.48 09/12/2018 | 123.83% | Sold on 9/12/2018 | Regular Issue |
|
PBYI
Puma Biotechnology
|
$80.85 03/08/2018 | $49.95 06/04/2018 | -38.22% | Sold on 6/4/2018 | Regular Issue |
|
TSRO
Tesaro
|
$55.51 04/16/2018 | $45.77 05/31/2018 | -17.55% | Sold on 5/31/2018 | Regular Issue |
|
BOX
Box Inc.
|
$20.35 12/05/2017 | $18.82 03/02/2018 | -7.52% | Sold on 3/2/2018 | Regular Issue |
|
THO
Thor Industries
|
$109.09 02/10/2017 | $128.89 02/13/2018 | 19.43% | Sold on 2/13/2018 | Regular Issue |
|
USG
USG Corp
|
$37.30 12/19/2017 | $33.30 02/13/2018 | -10.72% | Sold on 2/13/2018 | Regular Issue |
|
CGNX
Cognex Corp
|
$34.97 02/10/2017 | $55.17 02/13/2018 | 58.24% | Sold on 2/13/2018 | Regular Issue |
|
ICPT
Intercept Pharmaceuticals
|
$117.97 06/02/2017 | $93.40 09/13/2017 | -20.83% | Sold on 9/13/2017 | Regular Issue |
|
USG
USG Corp
|
$32.02 02/10/2017 | $27.03 07/26/2017 | -15.58% | Sold on 7/26/2017 | Regular Issue |