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Quality Momentum

Tradestie Score Based
57 Score

Quality Momentum Portfolio: Financial Services Growth Stocks for 2026

Investors eyeing the best growth stocks 2026 in the financial services sector will appreciate the focused Quality Momentum portfolio as a compelling sector ETF alternative. This strategy targets quality momentum opportunities to deliver capital appreciation through a concentrated selection of two holdings, aiming for strong performance amid the 2026 market outlook. With Alerus Financial Corp (ALRS) at 52.5% and Acadian Asset Management Inc (AAMI) at 47.5%, the portfolio emphasizes stocks with robust momentum characteristics that could benefit from favorable economic conditions and rising demand for financial services.

Both Alerus Financial Corp (ALRS) and Acadian Asset Management Inc (AAMI) stand out for their quality metrics and growth potential, making them attractive picks for those seeking undervalued stocks with upward trajectory in a dynamic market. The approach prioritizes companies demonstrating consistent performance and sector leadership, positioning the portfolio to capture gains in financial services amid evolving interest rate environments and economic recovery themes. This setup offers a streamlined way to gain targeted exposure without broad diversification.

Ideal for aggressive growth investors and those building retirement portfolios with higher risk tolerance, this option suits individuals comfortable with sector-specific volatility rather than passive income seekers or beginner investors. Key considerations include elevated market risks from 100% allocation to financial services, potential sensitivity to regulatory changes and economic cycles, plus limited diversification that could amplify swings in Q1 2026 and beyond.

Total Return
20.46%
YTD Return
25.73%
Daily Return
-1.45%
Holdings
2
Initial Value
$10000
Current Value
$12046
Tracking Since
Dec 26, 2025
Diversification
3
Sector Allocation
Financial Services
100%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
ALRS 52.5% $33.23 -1.07% -2.61% +18.21% 43
AAMI 47.5% $89.85 -1.87% +0.08% +14.78% 39

Rebalance History

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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