Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Funds holding
in top 10 		Growth Growth % Return since
30 Jun ‘21
2026
1 0 0% 7.58%
2027
1 0 0% 13.7%
2028
1 0 0% 88.9%
SUSC icon
2029
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.4B
1 0 0% 16.1%
2030
2 0 0% 72.3%
2031
1 0 0% 18.4%
2032
1 0 0% 23.6%
2033
1 0 0% 5.1%
2034
5 0 0% 47%
2035
5 0 0% 104%
STEW
2036
SRH Total Return Fund
STEW
$1.71B
4 0 0% 30.6%
2037
1 0 0% 71%
2038
1 0 0% 50.4%
2039
5 0 0% 48.7%
2040
1 0 0% 66.9%
2041
7 0 0% 83.4%
2042
2 0 0% 15.4%
2043
1 0 0% 54.5%
2044
1 0 0% 34.2%
2045
6 0 0% 29.4%
2046
4 0 0% 203%
2047
2 0 0% 2.52%
2048
1 0 0% 164%
2049
6 0 0% 23.1%
2050
11 0 0% 67.9%
80 81
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83 84