AMAAS

Investment Research Track Record & Model Portfolio Performance

Evaluate the historical performance of documented AMAAS investment research selections against preserved baselines and major market benchmarks. Fintech Wave Alpha, Bravo, and Charlie are documented model portfolios generated from the Fintech Trades / AMAAS research process. Current constituent prices and benchmark closes on this page are refreshed from end-of-day market data when the Track Record page is requested.

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Market data refreshed: 2026-09-21 03:43:22
Fintech Wave constituents · latest EOD close · growth % measured from each stock's Fintech Wave baseline date
ACMR $68.51 +90.89%
ADMA $9.11 -49.42%
AMG $355.80 +32.96%
C $131.77 +28.56%
CALM $72.89 -21.02%
CVNA $65.11 -59.95%
ATGE→CVSA $126.72 +29.28%
DAVE $337.82 +54.96%
EAT $196.71 +45.64%
ENVA $174.72 +73.75%
ESP $64.70 +42.76%
EXEL $58.36 +68.82%
FCAP $62.27 +26.05%
FEIM $85.53 +467.93%
FHI $57.10 +8.35%
HALO $112.45 +88.14%
HCI $187.67 +3.53%
HOOD $119.82 +247.20%
HWM $229.67 +104.46%
IDCC $323.05 +68.86%
NC $36.91 -23.07%
NRIM $25.44 +15.11%
NUTX $208.79 +117.24%
PRDO $32.55 +27.70%
PTCT $65.37 +8.09%
PTGX $143.00 +221.78%
STRT $67.58 -4.07%
SYF $75.04 +0.85%
TPB $68.14 +24.96%
UI $589.48 +115.57%
VIRT $57.75 +64.53%
WLFC $54.32 -59.92%
ACMR $68.51 +90.89%
ADMA $9.11 -49.42%
AMG $355.80 +32.96%
C $131.77 +28.56%
CALM $72.89 -21.02%
CVNA $65.11 -59.95%
ATGE→CVSA $126.72 +29.28%
DAVE $337.82 +54.96%
EAT $196.71 +45.64%
ENVA $174.72 +73.75%
ESP $64.70 +42.76%
EXEL $58.36 +68.82%
FCAP $62.27 +26.05%
FEIM $85.53 +467.93%
FHI $57.10 +8.35%
HALO $112.45 +88.14%
HCI $187.67 +3.53%
HOOD $119.82 +247.20%
HWM $229.67 +104.46%
IDCC $323.05 +68.86%
NC $36.91 -23.07%
NRIM $25.44 +15.11%
NUTX $208.79 +117.24%
PRDO $32.55 +27.70%
PTCT $65.37 +8.09%
PTGX $143.00 +221.78%
STRT $67.58 -4.07%
SYF $75.04 +0.85%
TPB $68.14 +24.96%
UI $589.48 +115.57%
VIRT $57.75 +64.53%
WLFC $54.32 -59.92%

Executive Summary

Portfolio totals use the documented constituent baseline prices and the latest available end-of-day close. Average growth is the simple average of constituent percentage returns.

Fintech Wave Alpha
76.80%
Average constituent growth
20 constituents 4/17/2025 start $1,720.08 baseline total $2,594.42 latest total 76.80% average growth 2026-09-18 latest EOD
Fintech Wave Bravo
34.82%
Portfolio growth from documented baseline total
10 constituents 9/19/2025 start $858.92 baseline total $1,158.02 latest total 33.48% average growth 2026-09-18 latest EOD
Fintech Wave Charlie
32.83%
Portfolio growth from documented baseline total
10 constituents 11/28/2025 start $814.96 baseline total $1,082.53 latest total 50.51% average growth 2026-09-18 latest EOD

Fintech Wave Alpha

Baseline start date: 4/17/2025. Documented constituent baseline total: $1,720.08. Latest constituent closing-price total: $2,594.42.

76.80%
Average constituent growth
20 constituents Baseline total: $1,720.08 Latest total: $2,594.42 Average constituent growth: 76.80%

Major Market Benchmarks

Each benchmark uses the first available closing price on or after this Fintech Wave's baseline start date and the most recent available end-of-day close.

NASDAQ Composite
+62.85%
Baseline date2025-04-17 Baseline close 16,286.45 Most recent close 26,522.55 Most recent date2026-09-18
Dow Jones Industrial Average
+32.04%
Baseline date2025-04-17 Baseline close 39,142.24 Most recent close 51,682.64 Most recent date2026-09-18
S&P 500
+44.82%
Baseline date2025-04-17 Baseline close 5,282.69 Most recent close 7,650.50 Most recent date2026-09-18

Constituent Performance

Rank Company Selection Date Baseline Price Most Recent Close Growth
1 FEIM
FREQUENCY ELECTRONICS, INC.
4/17/2025 $15.06 $85.53
2026-09-18
 +467.93%
2 HOOD
ROBINHOOD MARKETS, INC.
4/17/2025 $34.51 $119.82
2026-09-18
 +247.20%
3 PTGX
PROTAGONIST THERAPEUTICS, INC.
4/17/2025 $44.44 $143.00
2026-09-18
 +221.78%
4 HWM
HOWMET AEROSPACE INC.
4/17/2025 $112.33 $229.67
2026-09-18
 +104.46%
5 ENVA
ENOVA INTERNATIONAL, INC.
6/24/2025 $100.56 $174.72
2026-09-18
 +73.75%
6 UI
UBIQUITI INC.
4/17/2025 $273.45 $589.48
2026-09-18
 +115.57%
7 VIRT
VIRTU FINANCIAL, INC.
4/17/2025 $35.10 $57.75
2026-09-18
 +64.53%
8 WLFC
WILLIS LEASE FINANCE CORPORATION
4/17/2025 $135.52 $54.32
2026-09-18
 -59.92%
9 TPB
TURNING POINT BRANDS, INC.
4/17/2025 $54.53 $68.14
2026-09-18
 +24.96%
10 EXEL
EXELIXIS, INC.
4/17/2025 $34.57 $58.36
2026-09-18
 +68.82%
11 IDCC
InterDigital, Inc.
4/17/2025 $191.31 $323.05
2026-09-18
 +68.86%
12 CPRX
CATALYST PHARMACEUTICALS, INC.
4/17/2025 $23.07 Unavailable —
13 PRDO
PERDOCEO EDUCATION CORPORATION
4/17/2025 $25.49 $32.55
2026-09-18
 +27.70%
14 EAT
BRINKER INTERNATIONAL, INC.
4/17/2025 $135.07 $196.71
2026-09-18
 +45.64%
15 ATGE
COVISTA INC. · current market symbol CVSA
4/17/2025 $98.02 $126.72
2026-09-18
 +29.28%
16 HALO
HALOZYME THERAPEUTICS, INC.
4/17/2025 $59.77 $112.45
2026-09-18
 +88.14%
17 SYF
SYNCHRONY FINANCIAL
10/30/2025 $74.41 $75.04
2026-09-18
 +0.85%
18 CALM
CAL-MAINE FOODS, INC.
4/17/2025 $92.29 $72.89
2026-09-18
 -21.02%
19 ADMA
ADMA BIOLOGICS, INC.
4/17/2025 $18.01 $9.11
2026-09-18
 -49.42%
20 CVNA
CARVANA CO.
4/17/2025 $162.57 $65.11
2026-09-18
 -59.95%

Fintech Wave Bravo

Baseline start date: 9/19/2025. Documented constituent baseline total: $858.92. Latest constituent closing-price total: $1,158.02.

34.82%
Aggregate price growth
10 constituents Baseline total: $858.92 Latest total: $1,158.02 Average constituent growth: 33.48%

Major Market Benchmarks

Each benchmark uses the first available closing price on or after this Fintech Wave's baseline start date and the most recent available end-of-day close.

NASDAQ Composite
+17.19%
Baseline date2025-09-19 Baseline close 22,631.48 Most recent close 26,522.55 Most recent date2026-09-18
Dow Jones Industrial Average
+11.59%
Baseline date2025-09-19 Baseline close 46,315.28 Most recent close 51,682.64 Most recent date2026-09-18
S&P 500
+14.80%
Baseline date2025-09-19 Baseline close 6,664.37 Most recent close 7,650.50 Most recent date2026-09-18

Constituent Performance

Rank Company Selection Date Baseline Price Most Recent Close Growth
1 ACMR
ACM RESEARCH, INC.
9/19/2025 $35.89 $68.51
2026-09-18
 +90.89%
2 NUTX
NUTEX HEALTH INC.
9/19/2025 $96.11 $208.79
2026-09-18
 +117.24%
3 DAVE
DAVE INC.
12/22/2025 $218.01 $337.82
2026-09-18
 +54.96%
4 ESP
ESPEY MFG. & ELECTRONICS CORP.
12/22/2025 $45.32 $64.70
2026-09-18
 +42.76%
5 PTCT
PTC THERAPEUTICS, INC.
9/19/2025 $60.48 $65.37
2026-09-18
 +8.09%
7 NRIM
NORTHRIM BANCORP, INC.
10/30/2025 $22.10 $25.44
2026-09-18
 +15.11%
8 STRT
STRATTEC SECURITY CORPORATION
9/19/2025 $70.45 $67.58
2026-09-18
 -4.07%
9 FHI
FEDERATED HERMES, INC.
9/19/2025 $52.70 $57.10
2026-09-18
 +8.35%
10 SYF
SYNCHRONY FINANCIAL
9/19/2025 $76.59 $75.04
2026-09-18
 -2.02%
11 HCI
HCI GROUP, INC.
9/19/2025 $181.27 $187.67
2026-09-18
 +3.53%

Fintech Wave Charlie

Baseline start date: 11/28/2025. Documented constituent baseline total: $814.96. Latest constituent closing-price total: $1,082.53.

32.83%
Aggregate price growth
10 constituents Baseline total: $814.96 Latest total: $1,082.53 Average constituent growth: 50.51%

Major Market Benchmarks

Each benchmark uses the first available closing price on or after this Fintech Wave's baseline start date and the most recent available end-of-day close.

NASDAQ Composite
+13.51%
Baseline date2025-11-28 Baseline close 23,365.69 Most recent close 26,522.55 Most recent date2026-09-18
Dow Jones Industrial Average
+8.31%
Baseline date2025-11-28 Baseline close 47,716.43 Most recent close 51,682.64 Most recent date2026-09-18
S&P 500
+11.70%
Baseline date2025-11-28 Baseline close 6,849.08 Most recent close 7,650.50 Most recent date2026-09-18

Constituent Performance

Rank Company Selection Date Baseline Price Most Recent Close Growth
1 ACMR
ACM RESEARCH, INC.
11/28/2025 $32.87 $68.51
2026-09-18
 +108.43%
2 FEIM
FREQUENCY ELECTRONICS, INC.
11/28/2025 $28.64 $85.53
2026-09-18
 +198.64%
3 C
CITIGROUP INC.
11/28/2025 $102.50 $131.77
2026-09-18
 +28.56%
4 PTCT
PTC THERAPEUTICS, INC.
11/28/2025 $60.48 $65.37
2026-09-18
 +8.09%
5 FCAP
FIRST CAPITAL, INC.
11/28/2025 $49.40 $62.27
2026-09-18
 +26.05%
6 NUTX
NUTEX HEALTH INC.
11/28/2025 $112.80 $208.79
2026-09-18
 +85.10%
7 AMG
AFFILIATED MANAGERS GROUP, INC.
11/28/2025 $267.60 $355.80
2026-09-18
 +32.96%
8 NCSM
NCS MULTISTAGE HOLDINGS, INC.
11/28/2025 $37.44 Unavailable —
9 NC
NACCO INDUSTRIES, INC.
11/28/2025 $47.98 $36.91
2026-09-18
 -23.07%
10 STRT
STRATTEC SECURITY CORPORATION
11/28/2025 $75.25 $67.58
2026-09-18
 -10.19%

Methodology Context

Amaas evaluates publicly traded equities using a structured research workflow that combines quantitative scoring, financial statement analysis, valuation context, market sentiment, projected growth, and macroeconomic conditions. The Fintech Wave model portfolios are historical examples of this research process applied at specific points in time.

Research & Performance Disclosure

Amaas provides research, analysis, and decision-support information only. Fintech Wave model portfolio results are historical research examples and should not be interpreted as personalized investment advice, a recommendation to buy or sell securities, or a guarantee of future performance. Past performance is not indicative of future results. Benchmark comparisons are provided for context. Constituent baseline prices are the documented selection prices in the Fintech Wave records; latest prices and benchmark comparisons use the most recent available end-of-day market data.

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