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Name Funds
holding
Growth Growth % Return since
31 Dec ‘23
EPM icon
2026
Evolution Petroleum
EPM
$131M
109 -7 -6% 36.8%
AMWL icon
2027
American Well
AMWL
$232M
140 -9 -6% 54.3%
EFAD icon
2028
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$64.3M
31 -2 -6% 16.3%
CTEC icon
2029
Global X ClimateTech ETF
CTEC
$25.7M
31 -2 -6% 7.95%
STKS icon
2030
The ONE Group
STKS
$54.9M
61 -4 -6% 71.6%
NAPR icon
2031
Innovator Growth-100 Power Buffer ETF April
NAPR
$213M
76 -5 -6% 34.6%
AVD icon
2032
American Vanguard Corp
AVD
$68.4M
136 -9 -6% 78.2%
ICMB icon
2033
Investcorp Credit Management BDC
ICMB
$12.2M
15 -1 -6% 76.2%
BRNS
2034
Barinthus Biotherapeutics
BRNS
$24.1M
15 -1 -6% 84%
BRZU icon
2035
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$97.2M
15 -1 -6% 10.7%
FLMB icon
2036
Franklin Municipal Green Bond ETF
FLMB
$75.2M
15 -1 -6% 2.61%
XCUR icon
2037
Exicure
XCUR
$9.11M
15 -1 -6% 50.7%
PROV icon
2038
Provident Financial
PROV
$114M
30 -2 -6% 44.1%
NIU
2039
Niu Technologies
NIU
$163M
60 -4 -6% 5.02%
SCM icon
2040
Stellus Capital Investment Corp
SCM
$243M
59 -4 -6% 34.7%
NBP
2041
NovaBridge Biosciences American Depositary Shares
NBP
$207M
44 -3 -6% 5.79%
CLNN icon
2042
Clene
CLNN
$60.3M
44 -3 -6% 20.4%
JOB icon
2043
GEE Group
JOB
$22.5M
29 -2 -6% 59%
RSPC icon
2044
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$56.8M
29 -2 -6% 23.4%
GORO icon
2045
Goldgroup Mining Inc.
GORO
$184M
58 -4 -6% 549%
PETS icon
2046
PetMed Express
PETS
$41.9M
130 -9 -6% 74.1%
INDS icon
2047
Pacer Industrial Real Estate ETF
INDS
$115M
72 -5 -6% 2.13%
CVR icon
2048
Chicago Rivet & Machine Co
CVR
$10.1M
14 -1 -7% 38.5%
JMM icon
2049
Nuveen Multi-Market Income Fund
JMM
$54.9M
14 -1 -7% 1.86%
AEI icon
2050
Alset
AEI
$42.4M
14 -1 -7% 5.83%