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Name Funds
holding
Growth Growth % Return since
31 Dec ‘22
SIBN icon
2026
SI-BONE Inc
SIBN
$843M
101 -8 -7% 38.2%
OSS icon
2027
One Stop Systems
OSS
$317M
25 -2 -7% 323%
ARVN icon
2028
Arvinas
ARVN
$588M
162 -13 -7% 73.7%
IQI icon
2029
Invesco Quality Municipal Securities
IQI
$534M
87 -7 -7% 7.11%
PHAT icon
2030
Phathom Pharmaceuticals
PHAT
$688M
87 -7 -7% 24.2%
MG icon
2031
Mistras Group
MG
$591M
62 -5 -7% 277%
EVH icon
2032
Evolent Health
EVH
$464M
232 -19 -8% 85.4%
FJUN icon
2033
FT Vest US Equity Buffer ETF June
FJUN
$1.4B
73 -6 -8% 69.6%
UIVM icon
2034
VictoryShares International Value Momentum ETF
UIVM
$347M
12 -1 -8% 86%
RAIL icon
2035
FreightCar America
RAIL
$252M
36 -3 -8% 141%
TDTF icon
2036
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
60 -5 -8% 1.35%
SLRC icon
2037
SLR Investment Corp
SLRC
$706M
108 -9 -8% 6.97%
EOLS icon
2038
Evolus
EOLS
$551M
120 -10 -8% 11.1%
WD icon
2039
Walker & Dunlop
WD
$1.48B
226 -19 -8% 45.1%
DBO icon
2040
Invesco DB Oil Fund
DBO
$393M
71 -6 -8% 38.3%
GTE icon
2041
Gran Tierra Energy
GTE
$337M
106 -9 -8% 3.74%
TDOC icon
2042
Teladoc Health
TDOC
$1.24B
445 -38 -8% 71.2%
KELYA icon
2043
Kelly Services Class A
KELYA
$536M
152 -13 -8% 8.76%
BNED icon
2044
Barnes & Noble Education
BNED
$435M
70 -6 -8% 92.8%
PEJ icon
2045
Invesco Leisure and Entertainment ETF
PEJ
$307M
128 -11 -8% 85.1%
ATEX icon
2046
Anterix
ATEX
$1.81B
92 -8 -8% 189%
IRMD icon
2047
iRadimed
IRMD
$1.14B
80 -7 -8% 214%
GTM
2048
ZoomInfo Technologies
GTM
$1.19B
387 -34 -8% 86.4%
SB icon
2049
Safe Bulkers
SB
$746M
102 -9 -8% 152%
ENTA icon
2050
Enanta Pharmaceuticals
ENTA
$393M
147 -13 -8% 70.9%