SeekingAlpha
AIER's Everyday Price Index Jumps 0.51 Percent In June 2025
SeekingAlpha
Explore how a dovish Fed, rising inflation, and strengthening dollar impact markets. Learn why long-end yields climb despite potential rate cuts.
SeekingAlpha
Inflation rises to 2.7% amid tariff pressures, reversing disinflation trends.
SeekingAlpha
Explore why current equity valuations may be unsustainable amidst AI-driven optimism, global economic concerns, and new tariffs. Click for more.
SeekingAlpha
Global Market Perspectives Q3 2025: Shaken, Not Stirred
SeekingAlpha
June CPI data shows headline and core inflation in line with expectations. Check out my thoughts on financial markets' reaction to CPI data.
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| IBMS | 0.02% | $89.71M | 0.18% | |
| GOVI | -0.16% | $939.24M | 0.15% | |
| LMBS | 0.27% | $5.12B | 0.64% | |
| BUXX | -0.41% | $312.54M | 0.25% | |
| YEAR | 0.94% | $1.47B | 0.25% | |
| MLN | -0.99% | $513.44M | 0.24% | |
| WEAT | 1.35% | $124.92M | 0.28% | |
| BNDW | 1.40% | $1.29B | 0.05% | |
| AGZD | 1.49% | $98.57M | 0.23% | |
| NYF | 1.50% | $885.33M | 0.25% | |
| CTA | -1.51% | $1.07B | 0.76% | |
| FMB | 1.54% | $1.89B | 0.65% | |
| SUB | 1.55% | $9.98B | 0.07% | |
| NUBD | 1.61% | $397.19M | 0.16% | |
| CGCB | 1.66% | $2.60B | 0.27% | |
| SHM | -1.70% | $3.41B | 0.2% | |
| JBND | -1.72% | $2.36B | 0.25% | |
| TOTL | -1.77% | $3.81B | 0.55% | |
| BSMR | 1.98% | $258.73M | 0.18% | |
| SGOV | -2.06% | $50.94B | 0.09% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -20.42% | $24.71B | +36.77% | 1.07% |
| ED | -13.75% | $36.39B | +11.91% | 3.34% |
| AWK | -12.56% | $27.95B | +5.15% | 2.18% |
| K | -9.70% | $27.64B | +41.46% | 2.87% |
| MKTX | -8.74% | $8.15B | -1.09% | 1.39% |
| CME | -6.67% | $99.84B | +44.13% | 1.75% |
| KR | -5.93% | $47.78B | +38.66% | 1.78% |
| DG | -5.56% | $25.17B | -9.90% | 2.08% |
| BCE | -4.47% | $22.02B | -26.94% | 10.19% |
| VSA | -3.48% | $12.16M | +21.20% | 0.00% |
| ASPS | -3.37% | $150.77M | +23.72% | 0.00% |
| LTM | -2.79% | $12.57B | -95.57% | 2.41% |
| TU | -2.60% | $24.99B | +5.67% | 7.03% |
| NEOG | -2.35% | $1.13B | -68.72% | 0.00% |
| AMT | -1.89% | $103.82B | +6.20% | 3.01% |
| UUU | -1.79% | $7.33M | +132.47% | 0.00% |
| MO | -1.74% | $97.92B | +21.81% | 7.02% |
| DUK | -1.61% | $91.66B | +11.97% | 3.55% |
| ZCMD | -1.46% | $28.79M | -11.91% | 0.00% |
| STG | -1.18% | $56.15M | +27.66% | 0.00% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 85.17% | $105.26B | +38.58% | 0.53% |
| BNT | 84.11% | $12.84B | +38.78% | 0.00% |
| JHG | 83.07% | $6.54B | +16.03% | 3.79% |
| ITT | 82.88% | $12.44B | +15.16% | 0.85% |
| PH | 82.69% | $90.99B | +30.72% | 0.94% |
| AXP | 82.68% | $224.83B | +31.52% | 0.96% |
| TROW | 81.90% | $22.53B | -13.88% | 4.94% |
| ADI | 81.09% | $120.82B | +2.41% | 1.56% |
| KKR | 80.91% | $124.18B | +21.29% | 0.51% |
| MKSI | 80.80% | $7.02B | -26.62% | 0.82% |
| EMR | 80.67% | $78.69B | +19.60% | 1.50% |
| BLK | 80.39% | $172.19B | +35.06% | 1.94% |
| BX | 80.32% | $198.19B | +23.41% | 2.14% |
| WAB | 80.20% | $36.44B | +29.73% | 0.42% |
| SEIC | 80.00% | $11.55B | +36.30% | 1.06% |
| ARES | 79.90% | $39.40B | +23.54% | 2.29% |
| AMZN | 79.63% | $2.40T | +17.11% | 0.00% |
| GS | 79.49% | $218.87B | +44.91% | 1.69% |
| APO | 79.45% | $84.88B | +21.25% | 1.28% |
| KN | 79.39% | $1.57B | -3.89% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -87.97% | $94.90M | 0.59% | |
| VIXY | -79.77% | $200.94M | 0.85% | |
| VIXM | -73.56% | $22.99M | 0.85% | |
| BTAL | -66.20% | $310.24M | 1.43% | |
| IVOL | -46.27% | $341.06M | 1.02% | |
| FTSD | -34.79% | $233.24M | 0.25% | |
| SPTS | -34.73% | $5.78B | 0.03% | |
| XONE | -33.33% | $629.16M | 0.03% | |
| FXY | -32.73% | $798.58M | 0.4% | |
| UTWO | -29.65% | $376.64M | 0.15% | |
| SCHO | -29.09% | $10.92B | 0.03% | |
| VGSH | -28.43% | $22.70B | 0.03% | |
| IBTI | -23.96% | $1.07B | 0.07% | |
| IBTH | -23.65% | $1.62B | 0.07% | |
| IBTG | -23.57% | $1.93B | 0.07% | |
| XHLF | -23.40% | $1.73B | 0.03% | |
| BILS | -22.75% | $3.80B | 0.1356% | |
| SHYM | -22.49% | $355.87M | 0.35% | |
| IBTJ | -20.88% | $689.78M | 0.07% | |
| IEI | -18.84% | $15.68B | 0.15% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| SPLG | 99.81% | $76.76B | 0.02% | |
| IVV | 99.80% | $632.73B | 0.03% | |
| VTI | 99.80% | $507.03B | 0.03% | |
| VOO | 99.75% | $696.88B | 0.03% | |
| BBUS | 99.74% | $5.09B | 0.02% | |
| SCHK | 99.72% | $4.37B | 0.03% | |
| SPTM | 99.71% | $10.68B | 0.03% | |
| ESGU | 99.71% | $13.86B | 0.15% | |
| IWB | 99.68% | $41.49B | 0.15% | |
| ILCB | 99.66% | $1.06B | 0.03% | |
| GSUS | 99.66% | $2.65B | 0.07% | |
| VV | 99.65% | $42.86B | 0.04% | |
| PBUS | 99.65% | $8.33B | 0.04% | |
| ITOT | 99.63% | $71.97B | 0.03% | |
| SPYX | 99.60% | $2.24B | 0.2% | |
| SCHX | 99.59% | $56.73B | 0.03% | |
| VOTE | 99.57% | $830.62M | 0.05% | |
| IWV | 99.55% | $16.07B | 0.2% | |
| SCHB | 99.54% | $34.85B | 0.03% | |
| VONE | 99.54% | $6.45B | 0.07% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| VRCA | -0.26% | $75.38M | -90.26% | 0.00% |
| AEP | 0.42% | $56.10B | +15.48% | 3.51% |
| AGL | -0.44% | $931.39M | -65.60% | 0.00% |
| MSEX | 0.45% | $998.16M | -4.33% | 2.43% |
| EXC | -0.63% | $43.84B | +22.86% | 3.60% |
| HUSA | -1.01% | $20.46M | -9.15% | 0.00% |
| VSTA | -1.02% | $325.62M | +40.00% | 0.00% |
| WTRG | -1.09% | $10.61B | -4.25% | 3.45% |
| DFDV | -1.09% | $361.15M | +2,667.20% | 0.00% |
| STG | -1.18% | $56.15M | +27.66% | 0.00% |
| PPC | 1.21% | $10.68B | +32.81% | 0.00% |
| JNJ | 1.28% | $377.32B | +5.08% | 3.20% |
| CYCN | 1.43% | $10.59M | +13.01% | 0.00% |
| ZCMD | -1.46% | $28.79M | -11.91% | 0.00% |
| DUK | -1.61% | $91.66B | +11.97% | 3.55% |
| MO | -1.74% | $97.92B | +21.81% | 7.02% |
| UUU | -1.79% | $7.33M | +132.47% | 0.00% |
| SO | 1.88% | $101.86B | +15.78% | 3.13% |
| AMT | -1.89% | $103.82B | +6.20% | 3.01% |
| LITB | 1.93% | $25.36M | -69.22% | 0.00% |
SPY - SPDR S&P 500 ETF Trust contains 504 holdings. The top holdings include NVDA, MSFT, AAPL, AMZN, META
Name | Weight |
|---|---|
 NVDANVIDIA Corp. | 7.81% |
 MSFTMicrosoft Corp. | 7.03% |
 AAPLApple, Inc. | 5.89% |
 AMZNAmazon.com, Inc. | 4.00% |
2.94% | |
 AVGOBroadcom Inc. | 2.45% |
 GOOGLAlphabet, Inc. | 1.98% |
 TSLATesla, Inc. | 1.67% |
1.63% | |
 GOOGAlphabet, Inc. | 1.61% |
1.49% | |
1.18% | |
1.11% | |
 NFLXNetflix, Inc. | 1.00% |
0.92% | |
0.84% | |
0.81% | |
0.77% | |
0.71% | |
 ORCLOracle Corp. | 0.70% |
0.69% | |
0.67% | |
 ABBVAbbVie, Inc. | 0.63% |
0.59% | |
0.57% | |
0.52% | |
0.52% | |
0.51% | |
0.50% | |
0.50% | |
Sector | Weight |
|---|---|
Information Technology | 33.52% |
Financials | 13.72% |
Consumer Discretionary | 10.44% |
Communication Services | 9.52% |
Health Care | 9.22% |
Industrials | 8.65% |
Consumer Staples | 5.36% |
Energy | 3.05% |
Utilities | 2.37% |
Real Estate | 2.00% |
Materials | 1.89% |
