· Prices AT CLOSE 2026-07-30 (USD) — end-of-day, never a live or intraday quote
Last $36.72Day +1.72%1Y +25.2%Off 52W high −4.5%Vol (1Y) 14.5%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,521 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.9d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
GMOM is not in the screener universe.
| YTD+10.1% |
| 1Y+25.2% |
| 3Y+37.7% |
| 5Y+44.9% |
| 10Y+97.1% |
| Since incept. (ann.)+7.0% |
Total return through 2026-07-30 · series begins 2016-07-11. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)14.5% |
| Ann. volatility (3Y)14.4% |
| Sharpe (1Y)1.57 |
| Sharpe (3Y)0.82 |
| Max drawdown (1Y)−9.6% |
| Max drawdown (3Y)−13.7% |
| Beta (3Y vs SPY)0.50 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| ALM First Financial Advisors, LLC | 1.9M | $67M | — | +0.0% |
| Betterment LLC | 334,505 | $12M | — | −7.6% |
| Bravias Capital Group, LLC | 286,509 | $10M | — | +10.7% |
| Cetera Investment Advisers | 82,467 | $3M | — | −1.9% |
| ARVEST INVESTMENTS, INC. | 72,430 | $3M | — | −4.0% |
| RAYMOND JAMES FINANCIAL INC | 62,156 | $2M | — | +2.6% |
| LPL Financial LLC | 47,368 | $2M | — | +107.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 29,336 | $1M | — | −6.5% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total. % of shares outstanding is not shown for GMOM: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
No reported quarters on file for GMOM.
