Scott Franklin
222
Total Trades
$11.6M
Trade Volume
−4.1 pts
Buys vs S&P 500
30%
Buys That Beat It
#55/67
Timing Rank
73d
Avg Delay
17.1%
Late %
Score: 15/100 - Routine15
Avg Shuffle Score
Score: 70/100 - Red Alert70
Max Shuffle Score
Did Their Trades Beat the Market?
Every disclosed stock buy, 90 days later, vs buying the S&P 500 on the same day. Dollar-weighted.
−4.1 pts
behind the S&P 500
- 30% of 98 buys beat the market
- Ranked #55 of 67 active traders
- Sales: −0.4 pts (stock vs S&P after selling, inverted)
Their buys
+5.0%
S&P 500, same days
+9.0%
Return
0+2.5%+5%+7.5%+10%+13%
Filing Timeliness
Most Traded Tickers
| Ticker | Buys | Sells | Est. Volume |
|---|---|---|---|
| BWIN | 0 | 6 | $6,169,580 |
| SBUX | 3 | 7 | $296,000 |
| FBKWX | 6 | 0 | $232,300 |
| QQQ | 0 | 4 | $223,500 |
| COST | 3 | 5 | $222,500 |
| LUBFX | 0 | 4 | $199,000 |
| HSY | 3 | 3 | $182,000 |
| UPS | 3 | 5 | $180,000 |
| LSYIX | 5 | 0 | $174,000 |
| CSCO | 0 | 4 | $166,000 |
| CMCSA | 3 | 3 | $139,500 |
| AAPL | 1 | 7 | $137,500 |
| IVV | 4 | 1 | $131,500 |
| JPM | 1 | 6 | $129,500 |
| WMT | 1 | 5 | $121,500 |
Monthly Trading Activity
Who Makes the Trades?
Trade ownership breakdown - under the STOCK Act, politicians must disclose trades made by themselves AND their immediate family.
Not Disclosed
Spouse
Joint
All Transactions (222)
| Score | Trade Date | Filed | Type | Ticker | Asset | Amount | Owner | Delay | |
|---|---|---|---|---|---|---|---|---|---|
Score: 12/100 - Routine12 |
Sep 11, 2023 | Oct 13, 2023 | Sell | UPS | United Parcel Service Inc [industrials] | $15,001 - $50,000 | Joint | 31d | |
Score: 12/100 - Routine12 |
Sep 11, 2023 | Oct 13, 2023 | Sell | UNH | Unitedhealth Group Inc [health-care] | $15,001 - $50,000 | Joint | 31d | |
Score: 12/100 - Routine12 |
Sep 11, 2023 | Oct 13, 2023 | Sell | V | Visa Inc [financials] | $15,001 - $50,000 | Joint | 31d | |
Score: 12/100 - Routine12 |
Sep 11, 2023 | Oct 13, 2023 | Sell | WMT | Walmart Inc [consumer-staples] | $15,001 - $50,000 | Joint | 31d | |
Score: 0/100 - Routine0 |
Apr 19, 2023 | May 24, 2023 | Sell | IJR | iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | Joint | 34d | |
Score: 24/100 - Routine24 |
Apr 19, 2023 | May 24, 2023 | Buy | LSYIX | LORD ABBETT SHORT DURATION HIGH YIELD FU | $50,001 - $100,000 | Not disclosed | 34d | |
Score: 0/100 - Routine0 |
Apr 19, 2023 | May 24, 2023 | Buy | LSYIX | LORD ABBETT SHORT DURATION HIGH YIELD FU | $1,001 - $15,000 | Not disclosed | 34d | |
Score: 0/100 - Routine0 |
Apr 19, 2023 | May 24, 2023 | Sell | LUBFX | LORD ABBETT ULTRA SHORT BOND FUND | $1,001 - $15,000 | Not disclosed | 34d | |
Score: 0/100 - Routine0 |
Apr 19, 2023 | May 24, 2023 | Sell | SBUX | Starbucks Corp [consumer-discretionary] | $1,001 - $15,000 | Joint | 34d | |
Score: 30/100 - Noteworthy30 |
Apr 19, 2023 | May 24, 2023 | Sell | AAPL | Apple Inc [information-technology] | $1,001 - $15,000 | Joint | 34d | |
Score: 39/100 - Noteworthy39 |
Apr 19, 2023 | May 24, 2023 | Buy | CMCSA | Comcast Corp [communication-services] | $50,001 - $100,000 | Not disclosed | 34d | |
Score: 15/100 - Routine15 |
Apr 19, 2023 | May 24, 2023 | Buy | CMCSA | Comcast Corp [communication-services] | $1,001 - $15,000 | Not disclosed | 34d | |
Score: 0/100 - Routine0 |
Apr 19, 2023 | May 24, 2023 | Buy | COST | Costco Wholesale Corp [consumer-staples] | $1,001 - $15,000 | Not disclosed | 34d | |
Score: 24/100 - Routine24 |
Apr 19, 2023 | May 24, 2023 | Buy | COST | Costco Wholesale Corp [consumer-staples] | $50,001 - $100,000 | Not disclosed | 34d | |
Score: 0/100 - Routine0 |
Apr 19, 2023 | May 24, 2023 | Buy | FCNTX | FIDELITY CONTRAFUND | $1,001 - $15,000 | Spouse | 34d | |
Score: 0/100 - Routine0 |
Apr 19, 2023 | May 24, 2023 | Buy | FFRHX | FIDELITY FLOATING RATE HIGH INCOME FUND | $1,001 - $15,000 | Spouse | 34d | |
Score: 0/100 - Routine0 |
Apr 19, 2023 | May 24, 2023 | Buy | FQAL | Fidelity Covington Trust - Fidelity Qual | $1,001 - $15,000 | Spouse | 34d | |
Score: 0/100 - Routine0 |
Apr 19, 2023 | May 24, 2023 | Sell | FMCSX | FIDELITY MID CAP STOCK FUND | $1,001 - $15,000 | Joint | 34d | |
Score: 24/100 - Routine24 |
Apr 19, 2023 | May 24, 2023 | Sell | FSKAX | FIDELITY TOTAL MARKET INDEX FUND | $50,001 - $100,000 | Not disclosed | 34d | |
Score: 0/100 - Routine0 |
Apr 19, 2023 | May 24, 2023 | Sell | FSKAX | FIDELITY TOTAL MARKET INDEX FUND | $1,001 - $15,000 | Not disclosed | 34d | |
Score: 0/100 - Routine0 |
Apr 19, 2023 | May 24, 2023 | Sell | QQQ | Invesco QQQ Trust Series 1 | $1,001 - $15,000 | Joint | 34d | |
Score: 0/100 - Routine0 |
Apr 19, 2023 | May 24, 2023 | Buy | IVV | iShares Core S&P 500 ETF | $1,001 - $15,000 | Spouse | 34d |