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Quality Momentum

Tradestie Score Based
59 Score

Quality Momentum: ALRS in Financial Services for 2026 Growth

In the evolving 2026 market outlook, the Quality Momentum portfolio offers a concentrated bet on Alerus Financial Corp (ALRS) to capture upside in financial services. This strategy targets growth stocks through quality momentum signals, serving as a focused sector ETF alternative for investors seeking direct exposure without broad diversification. With a single holding, it emphasizes ALRS's strong positioning in banking and wealth management amid expected economic shifts.

Alerus Financial Corp (ALRS) appeals for its current valuation and momentum traits that align with 2026 opportunities in financial services, including potential benefits from interest rate dynamics and client growth. This setup suits passive income seekers or those exploring undervalued stocks in the sector, though the portfolio's design prioritizes high-conviction selection over spread.

Ideal for aggressive growth investors comfortable with concentrated positions, this approach fits retirement portfolio builders eyeing financial services stocks. Key considerations include elevated volatility from 100% sector allocation, regulatory risks, and economic sensitivity that could impact performance in Q1 2026 and beyond.

Total Return
21.59%
YTD Return
26.91%
Daily Return
-0.36%
Holdings
1
Initial Value
$10000
Current Value
$12159
Tracking Since
Dec 26, 2025
Diversification
2
Sector Allocation
Financial Services
100%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
ALRS 100.0% $33.12 -0.36% +1.07% +17.82% 59

Rebalance History

2026-08-17
AAMI dropped Return: +18.79%
2026-08-04
ANSC dropped Return: +1.87%
2026-07-07
2026-06-22
AAMI dropped Return: -0.82%
2026-06-02
ADAM dropped Return: +5.11%
2026-05-27
2026-05-20
2026-05-06
2026-05-06
2026-04-14
BACC dropped Return: +0.69%
BACC dropped Return: +0.69%
BACC dropped Return: +0.69%
2026-03-24
2026-03-18
ARR dropped Return: -6.73%
2026-03-16
AAMI dropped Return: -9.05%
2026-03-12
2026-03-06
AMG dropped Return: -11.31%
2026-03-04
ACRE (+1.8%) ARR (Score: 61)
FLEX dropped Return: +1.43%
AGM dropped Return: -8.19%
2026-02-26
AXP (-7.7%) AAMI (Score: 65)
2026-02-19
2026-02-17
IBKR dropped Return: +4.00%
2026-02-16
2026-02-12
EBON dropped Return: -14.10%
2026-02-10
2026-02-09
GCL dropped Return: -39.65%
2026-02-05
BURL dropped Return: -0.80%
2026-02-04
APM dropped Return: -15.67%
2026-02-02
GITS dropped Return: +364.66%
ASTS dropped Return: +7.04%
2026-02-01
ELSE (-1.3%) FLEX (Score: 65)
ADP dropped Return: -7.22%
CCC dropped Return: -10.30%
2026-01-30
QBTS (-24.5%) EBON (Score: 58)
2026-01-27
GTM (-16.2%) GCL (Score: 57)
2026-01-22
RGC (-32.8%) APM (Score: 59)
2026-01-20
STUB (+13.7%) GITS (Score: 61)
2026-01-10
Q (+1.5%) ELSE (Score: 62)
FLEX (-0.3%) ADP (Score: 66)
BLSH (-3.3%) CCC (Score: 61)

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