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Name Funds
holding
Growth Growth % Return since
31 Dec ‘24
PML
1801
PIMCO Municipal Income Fund II
PML
$496M
102 +2 +2% 7.79%
MBC icon
1802
MasterBrand
MBC
$1.88B
363 +7 +2% 36.9%
RLJ icon
1803
RLJ Lodging Trust
RLJ
$1.65B
208 +4 +2% 6.07%
RWR icon
1804
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
261 +5 +2% 13.3%
REGL icon
1805
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.81B
209 +4 +2% 17.8%
PSNY icon
1806
Polestar Automotive Holding UK
PSNY
$2B
105 +2 +2% 56.3%
OBE
1807
Obsidian Energy
OBE
$710M
105 +2 +2% 83.8%
BJAN icon
1808
Innovator US Equity Buffer ETF January
BJAN
$348M
105 +2 +2% 25.5%
SUSL icon
1809
iShares ESG MSCI USA Leaders ETF
SUSL
$1.21B
158 +3 +2% 33.2%
SDGR icon
1810
Schrodinger
SDGR
$1.4B
212 +4 +2% 3.32%
WHWK
1811
Whitehawk Therapeutics
WHWK
$266M
53 +1 +2% 47.8%
VLGEA icon
1812
Village Super Market
VLGEA
$618M
107 +2 +2% 30.8%
AMRN
1813
Amarin Corp
AMRN
$296M
161 +3 +2% 44.4%
MG icon
1814
Mistras Group
MG
$592M
108 +2 +2% 105%
AAT
1815
American Assets Trust
AAT
$1.37B
218 +4 +2% 15%
PFBC icon
1816
Preferred Bank
PFBC
$1.27B
220 +4 +2% 23.6%
SLVP icon
1817
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$968M
55 +1 +2% 221%
OIH icon
1818
VanEck Oil Services ETF
OIH
$1.97B
223 +4 +2% 53.1%
ESRT icon
1819
Empire State Realty Trust
ESRT
$802M
226 +4 +2% 55.1%
ASA
1820
ASA Gold and Precious Metals
ASA
$1.1B
57 +1 +2% 189%
CFFN icon
1821
Capitol Federal Financial
CFFN
$1.09B
229 +4 +2% 49.1%
ACCO icon
1822
Acco Brands
ACCO
$396M
232 +4 +2% 18.3%
CION icon
1823
CION Investment
CION
$372M
178 +3 +2% 34.5%
GDOT icon
1824
Green Dot
GDOT
$764M
180 +3 +2% 26%
SENEA icon
1825
Seneca Foods Class A
SENEA
$1.25B
120 +2 +2% 133%