In an effort to expand the range of evidence-based research and investment tools available to Fundstrat clients, Fundstrat Capital LLC has launched the Fundstrat Granny Shots U.S. Large Cap ETF.

Granny Shots FAQ

SMID Granny Shots Performance

Nothing speaks louder in the world of investing than performance. Basketball metaphors aside, our investing product is delivering superior returns to our subscribers. It has consistently outperformed Russell 2500. Our ‘SMID Granny Shots’ stock picking product is a tangible way to outperform the market without the mountains of work required to evaluate individual stocks. We’re happy to do it for you.

The criteria for stock selection is pretty simple for a product with such significant outperformance; we pick stocks that appear in more than one of our six tactical and strategic thematic investing portfolios. We update performance and selections quarterly. We believe that the efficacy of our methodology for portfolio-selection speaks for itself and is well-worth the cost of subscribing to SMID Granny Shots insight.

*Take note that the performance is calculated at the end of every market close.
*Past performance does not guarantee future returns.

SMID Granny Shots Performance Since Rebalance

SMID Grannies
Decreased by -17.97%
Russell 2500
Decreased by -9.53%
SMID Grannies vs Index
Decreased by -8.44%

Performance period: February 18, 2025 through March 27, 2025

Year to Date SMID Granny Shots Performance

SMID Grannies
Decreased by -10.05%
Russell 2500
Decreased by -6.06%
SMID Grannies vs Index
Decreased by -3.99%

Performance period: January 01, 2025 through March 27, 2025

Inception to Date SMID Granny Shots Performance
( January 16, 2024 )

SMID Grannies
Increased by 21.71%
Russell 2500
Increased by 7.69%
SMID Grannies vs Index
Increased by 14.02%

Performance period: January 16, 2024 through March 27, 2025

SMID Granny Shots Performance Since Rebalance

  • SMID Grannies
  • Russell 2500

Performance period: February 18, 2025 through March 27, 2025

Year to Date SMID Granny Shots Performance

Performance period: January 01, 2025 through March 27, 2025

Inception to Date SMID Granny Shots Performance
( January 16, 2024 )

Performance period: January 16, 2024 through March 27, 2025

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