{"ticker": {"uuid": "d43448a8-1dec-4757-9924-9c93ff89ecc9", "symbol": "BRK", "name": "Brooks Macdonald Group plc", "exchange": "LSE", "asset_type": "equity"}, "latest_week": "2026-06-12", "summary": "BRK closed the latest completed week at 1,350 GBP. The 4-week return is 0.4% and the 12-week return is -5.3%. Trend Signal is inactive, Market Dynamics is -0.82.", "description": "Brooks Macdonald Group plc, through its subsidiaries, provides wealth management and financial planning services to private individuals, trusts, charities, and pension funds in the United Kingdom. The company offers financial planning advisory services, such as personal financial planning, life insurance, employee benefits, mortgage advice, tax guidance, estate planning, high-value insurance, and charities. It also provides investment management, such as bespoke portfolio service, managed portfolio service, alternative investment market portfolio service, multi-asset funds, and brooks macdonald investment solutions. The company was founded in 1991 and is headquartered in London, the United Kingdom.", "setup_signature": "Risk-first tape", "composite_score": "25", "kpis": [{"label": "Latest Close", "value": "1,350 GBP", "hint": "2026-06-12"}, {"label": "1W Return", "value": "1.5%", "tone": "positive", "hint": "latest completed week"}, {"label": "4W Return", "value": "0.4%", "tone": "positive", "hint": "short-term follow-through"}, {"label": "12W Return", "value": "-5.3%", "tone": "negative", "hint": "quarterly tape"}, {"label": "Trend Breadth", "value": "40.4%", "hint": "21 of 52 weeks active"}, {"label": "Volume Ratio", "value": "0.5x", "hint": "vs 13-week average"}], "classification": {"exchange": "LSE", "country": "GB", "sector": "Financial Services", "industry": "Asset Management", "currency": "GBP", "market_cap": "208.6M"}, "price": {"trend_line": "1,525 GBP", "fair_value": "1,732 GBP", "vs_trend": "-11.5%", "vs_fair_value": "-22.1%", "high_52": "1,879 GBP", "low_52": "1,308 GBP", "drawdown": "-28.2%", "range_position": "7.3%"}, "momentum": {"returns": [{"label": "1W", "value": 1.5037593984962405, "value_label": "1.5%", "tone": "positive", "width": 4.296455424274973}, {"label": "4W", "value": 0.37174721189591076, "value_label": "0.4%", "tone": "positive", "width": 4}, {"label": "12W", "value": -5.263157894736842, "value_label": "-5.3%", "tone": "negative", "width": 15.037593984962406}, {"label": "26W", "value": -16.649495433707433, "value_label": "-16.6%", "tone": "negative", "width": 47.569986953449806}, {"label": "52W", "value": -19.122173688563624, "value_label": "-19.1%", "tone": "negative", "width": 54.63478196732464}], "trend_streak": 0, "active_weeks": 21, "active_breadth": "40.4%", "peer": {"scope": "GB Financial Services", "count": 209, "rank": 73, "percentile": 65.38461538461539, "avg_weekly_return": 5.639611329578183}}, "setup": {"scores": [{"label": "Trend", "value": 22.211538461538463, "value_label": "22", "width": 22.211538461538463, "tone": "negative", "description": "Persistence of active Trend Signal over the last year and current streak."}, {"label": "Momentum", "value": 46.11817648209744, "value_label": "46", "width": 46.11817648209744, "tone": "neutral", "description": "Blend of 4-week and 12-week follow-through."}, {"label": "Dynamics", "value": 36.17372955250863, "value_label": "36", "width": 36.17372955250863, "tone": "neutral", "description": "Latest Market Dynamics and whether pressure has improved over four weeks."}, {"label": "Relative Strength", "value": 0, "value_label": "0", "width": 4, "tone": "negative", "description": "Relative leadership and short-term RS change."}, {"label": "Volume", "value": 21.058177236552364, "value_label": "21", "width": 21.058177236552364, "tone": "negative", "description": "Participation compared with the 13-week volume baseline."}, {"label": "Risk Control", "value": 25.912056795390267, "value_label": "26", "width": 25.912056795390267, "tone": "negative", "description": "Drawdown and recent weekly volatility pressure."}], "timeline": [{"week": "27 Feb", "return": 0.3021180088931698, "return_label": "0.3%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": true, "height": 4}, {"week": "6 Mar", "return": -5.120485054897278, "return_label": "-5.1%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 42.67070879081065}, {"week": "13 Mar", "return": -7.9175381893292265, "return_label": "-7.9%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 65.9794849110769}, {"week": "20 Mar", "return": -1.7241379310344827, "return_label": "-1.7%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 14.367816091954023}, {"week": "27 Mar", "return": -4.56140350877193, "return_label": "-4.6%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 38.01169590643275}, {"week": "3 Apr", "return": 0.3676470588235294, "return_label": "0.4%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 4}, {"week": "10 Apr", "return": 2.564102564102564, "return_label": "2.6%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 21.367521367521366}, {"week": "17 Apr", "return": 3.571428571428571, "return_label": "3.6%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 29.761904761904763}, {"week": "24 Apr", "return": 0.0, "return_label": "0.0%", "tone": "neutral", "trend": false, "buy_signal": false, "positive_md": false, "height": 4}, {"week": "1 May", "return": -1.3793103448275863, "return_label": "-1.4%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 11.49425287356322}, {"week": "8 May", "return": 0.6993006993006993, "return_label": "0.7%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 5.827505827505827}, {"week": "15 May", "return": -6.597222222222222, "return_label": "-6.6%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 54.97685185185185}, {"week": "22 May", "return": 4.089219330855019, "return_label": "4.1%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 34.07682775712516}, {"week": "29 May", "return": -3.571428571428571, "return_label": "-3.6%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 29.761904761904763}, {"week": "5 Jun", "return": -1.4814814814814816, "return_label": "-1.5%", "tone": "negative", "trend": false, "buy_signal": false, "positive_md": false, "height": 12.34567901234568}, {"week": "12 Jun", "return": 1.5037593984962405, "return_label": "1.5%", "tone": "positive", "trend": false, "buy_signal": false, "positive_md": false, "height": 12.531328320802004}]}, "groups": {"sector": {"scope": "GB Financial Services", "count": 100, 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Limited", "exchange": "LSE", "url": "/terminal/ca9bde91-b565-4824-bee2-b7faeebe52e1/report/", "weekly_return": 4.694160539367253, "weekly_return_label": "4.7%", "weekly_return_tone": "positive", "four_week_return": 16.088321259043493, "four_week_return_label": "16.1%", "four_week_return_tone": "positive", "twelve_week_return": 16.67588739108856, "twelve_week_return_label": "16.7%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": false}, {"id": 27002, "symbol": "BSIF", "name": "Bluefield Solar Income Fund Limited", "exchange": "LSE", "url": "/terminal/5d106b95-1161-41e2-af81-4f893a75cdf3/report/", "weekly_return": -0.21833624930865034, "weekly_return_label": "-0.2%", "weekly_return_tone": "negative", "four_week_return": 15.727845642253499, "four_week_return_label": "15.7%", "four_week_return_tone": "positive", "twelve_week_return": 7.68550362170257, "twelve_week_return_label": "7.7%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}]}, "industry": {"scope": "GB Asset Management", "count": 100, "avg_weekly_return": 0.23506963993933258, "avg_four_week_return": 94.49783560177484, "avg_twelve_week_return": 5.880518546119575, "trend_breadth": 41.0, "positive_md_breadth": 56.00000000000001, "positive_rs_breadth": 32.0, "week_rank": 28, "four_week_rank": 64, "twelve_week_rank": 84, "top_peers": [{"id": 30982, "symbol": "SIGC", "name": "Sherborne Investors (Guernsey) C Limited", "exchange": "LSE", "url": "/terminal/6bf75df0-816f-4a43-8b6a-3de7a0f33c7f/report/", "weekly_return": -3.4161520678213613, "weekly_return_label": "-3.4%", "weekly_return_tone": "negative", "four_week_return": 9211.377245508982, "four_week_return_label": "9211.4%", "four_week_return_tone": "positive", "twelve_week_return": -12.14435873983822, "twelve_week_return_label": "-12.1%", "twelve_week_return_tone": "negative", "trend_active": false, "positive_md": false, "positive_rs": false}, {"id": 31371, "symbol": "TAPH", "name": "TAPIR HOLDINGS LTD. ORD NPV (DI", "exchange": "LSE", "url": "/terminal/2b28385d-f00a-4a11-8809-5bfa15b006cd/report/", "weekly_return": 0.0, "weekly_return_label": "0.0%", "weekly_return_tone": "neutral", "four_week_return": 21.428571428571427, "four_week_return_label": "21.4%", "four_week_return_tone": "positive", "twelve_week_return": 13.333333333333334, "twelve_week_return_label": "13.3%", "twelve_week_return_tone": "positive", "trend_active": false, "positive_md": false, "positive_rs": false}, {"id": 26544, "symbol": "AJB", "name": "AJ Bell plc", "exchange": "LSE", "url": "/terminal/3b2918d8-44d5-478e-9422-eda5dcf9637f/report/", "weekly_return": 2.4671052631578947, "weekly_return_label": "2.5%", "weekly_return_tone": "positive", "four_week_return": 20.629361990646114, "four_week_return_label": "20.6%", "four_week_return_tone": "positive", "twelve_week_return": 38.32149384975347, "twelve_week_return_label": "38.3%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 27804, "symbol": "EGT", "name": "EUROPEAN GREEN TRANSITION PLC O", "exchange": "LSE", "url": "/terminal/3236d2cf-fd42-4c3e-8796-38eb4ac86864/report/", "weekly_return": 4.761904761904762, "weekly_return_label": "4.8%", "weekly_return_tone": "positive", "four_week_return": 18.91891891891892, "four_week_return_label": "18.9%", "four_week_return_tone": "positive", "twelve_week_return": 44.26229508196721, "twelve_week_return_label": "44.3%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": true}, {"id": 28265, "symbol": "FSFL", "name": "Foresight Solar Fund Limited", "exchange": "LSE", "url": "/terminal/ca9bde91-b565-4824-bee2-b7faeebe52e1/report/", "weekly_return": 4.694160539367253, "weekly_return_label": "4.7%", "weekly_return_tone": "positive", "four_week_return": 16.088321259043493, "four_week_return_label": "16.1%", "four_week_return_tone": "positive", "twelve_week_return": 16.67588739108856, "twelve_week_return_label": "16.7%", "twelve_week_return_tone": "positive", "trend_active": true, "positive_md": true, "positive_rs": false}]}}, "dynamics": {"market_dynamics": "-0.82", "market_dynamics_tone": "negative", "md_4_change": "11.1%", "relative_strength": "-22.73", "rs_4_change": "0.3%", "expectation": "Undecided", "expectation_probability": "45.54%"}, "volume": {"latest": "80.1K", "average_13": "159.7K", "average_52": "132.4K", "ratio_13": "0.5x", "ratio_52": "0.6x"}, "risk": {"volatility_13": "3.0%", "volatility_52": "3.1%", "downside_weeks": 27, "upside_weeks": 22, "downside_breadth": "51.9%", "average_gain": "2.5%", "average_loss": "-2.8%"}, "signals": [{"label": "Trend Signal", "value": "Inactive", "tone": "negative"}, {"label": "Market Dynamics", "value": "No fresh buy", "tone": "neutral"}, {"label": "Price vs Trend", "value": "-11.5%", "tone": "negative"}, {"label": "Volume", "value": "0.5x", "tone": "neutral"}], "opportunities": ["No strong opportunity cluster is confirmed yet; monitor trend and Market Dynamics."], "risks": ["Trend Signal is inactive, so price action has not confirmed a constructive regime.", "Price is below the Trend Line, which keeps downside pressure in focus.", "Price is below Fair Value, so the market is still discounting the latest tape.", "Market Dynamics is negative, which weakens the current setup.", "The share remains more than 20% below its 52-week high."], "watch_points": ["Trend Line remains the key weekly regime level.", "Market Dynamics is the pressure gauge to monitor for confirmation or fade.", "A volume ratio above 1.5x would show stronger participation in the next move."], "recent_rows": [{"week": "2026-06-12", "close": "1,350 GBP", "weekly_return": 1.5037593984962405, "weekly_return_label": "1.5%", "weekly_return_tone": "positive", "trend_line": "1,525 GBP", "fair_value": "1,732 GBP", "market_dynamics": "-0.82", "relative_strength": "-22.73", "volume": "80.1K", "trend_signal": "Off"}, {"week": "2026-06-05", "close": "1,330 GBP", "weekly_return": -1.4814814814814816, "weekly_return_label": "-1.5%", "weekly_return_tone": "negative", "trend_line": "1,538 GBP", "fair_value": "1,736 GBP", "market_dynamics": "-1.03", "relative_strength": "-23.64", "volume": "117.7K", "trend_signal": "Off"}, {"week": "2026-05-29", "close": "1,350 GBP", "weekly_return": -3.571428571428571, "weekly_return_label": "-3.6%", "weekly_return_tone": "negative", "trend_line": "1,549 GBP", "fair_value": "1,739 GBP", "market_dynamics": "-0.80", "relative_strength": "-23.29", "volume": "49.4K", "trend_signal": "Off"}, {"week": "2026-05-22", "close": "1,400 GBP", "weekly_return": 4.089219330855019, "weekly_return_label": "4.1%", "weekly_return_tone": "positive", "trend_line": "1,562 GBP", "fair_value": "1,742 GBP", "market_dynamics": "-0.81", "relative_strength": "-21.33", "volume": "267.3K", "trend_signal": "Off"}, {"week": "2026-05-15", "close": "1,345 GBP", "weekly_return": -6.597222222222222, "weekly_return_label": 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