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Name Funds
holding
Growth Growth % Return since
30 Jun ‘26
NOAH
1901
Noah Holdings
NOAH
$529M
88 +1 +1% 22.9%
EVN
1902
Eaton Vance Municipal Income Trust
EVN
$362M
88 +1 +1% 19.4%
RSPD icon
1903
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$365M
88 +1 +1% 7.59%
BUFG icon
1904
FT Vest Buffered Allocation Growth ETF
BUFG
$337M
89 +1 +1% 2.97%
TNGY
1905
Tortoise Energy ETF
TNGY
$567M
89 +1 +1% 14%
FUNC icon
1906
First United
FUNC
$280M
89 +1 +1% 1.68%
NUSC icon
1907
Nuveen ESG Small-Cap ETF
NUSC
$1.26B
269 +3 +1% 4.8%
PTRB icon
1908
PGIM Total Return Bond ETF
PTRB
$1.13B
91 +1 +1% 4.99%
JIG icon
1909
JPMorgan International Growth ETF
JIG
$540M
91 +1 +1% 1.27%
DEC
1910
Diversified Energy Company
DEC
$940M
184 +2 +1% 1.8%
PSFF icon
1911
Pacer Swan SOS Fund of Funds ETF
PSFF
$624M
93 +1 +1% 3.06%
TRST
1912
Trustco Bank Corp NY
TRST
$940M
187 +2 +1% 0.49%
IBMP icon
1913
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$678M
190 +2 +1% 0.87%
ZURA icon
1914
Zura Bio
ZURA
$377M
95 +1 +1% 33.4%
TRIP icon
1915
TripAdvisor
TRIP
$1.03B
291 +3 +1% 35.9%
VTWV icon
1916
Vanguard Russell 2000 Value ETF
VTWV
$1.32B
195 +2 +1% 3.84%
SUSL icon
1917
iShares ESG MSCI USA Leaders ETF
SUSL
$1.25B
195 +2 +1% 4.52%
DGT icon
1918
State Street SPDR Global Dow ETF
DGT
$630M
98 +1 +1% 1%
EFR
1919
Eaton Vance Senior Floating-Rate Fund
EFR
$301M
98 +1 +1% 3.87%
CMDB
1920
Costamare Bulkers Holdings
CMDB
$541M
98 +1 +1% 26.8%
ACCO icon
1921
Acco Brands
ACCO
$401M
197 +2 +1% 4.33%
KCE icon
1922
State Street SPDR S&P Capital Markets ETF
KCE
$520M
99 +1 +1% 6.17%
UYLD icon
1923
Angel Oak UltraShort Income ETF
UYLD
$1.36B
99 +1 +1% 0.53%
ERII icon
1924
Energy Recovery
ERII
$349M
199 +2 +1% 24.3%
BAUG icon
1925
Innovator US Equity Buffer ETF August
BAUG
$273M
100 +1 +1% 4.03%