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Name Funds
holding
Growth Growth % Return since
31 Dec ‘23
TG icon
2026
Tredegar Corp
TG
$280M
114 -3 -3% 48.4%
ANGO icon
2027
AngioDynamics
ANGO
$660M
150 -4 -3% 104%
EWH icon
2028
iShares MSCI Hong Kong ETF
EWH
$1.21B
112 -3 -3% 29.2%
TDAY
2029
USA Today Co
TDAY
$992M
149 -4 -3% 194%
YSG
2030
Yatsen Holding
YSG
$312M
37 -1 -3% 9.02%
TLTE icon
2031
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
$348M
37 -1 -3% 48.4%
ECAT icon
2032
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.58B
74 -2 -3% 1.74%
DDD icon
2033
3D Systems Corp
DDD
$620M
258 -7 -3% 41.3%
VYX icon
2034
NCR Voyix
VYX
$1.12B
363 -10 -3% 52%
RAAX icon
2035
VanEck Inflation Allocation ETF
RAAX
$1.2B
36 -1 -3% 61%
GEM icon
2036
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
143 -4 -3% 63.1%
BBAI icon
2037
BigBear.ai
BBAI
$1.56B
71 -2 -3% 51.9%
IGE icon
2038
iShares North American Natural Resources ETF
IGE
$783M
142 -4 -3% 54.4%
FMC icon
2039
FMC
FMC
$1.31B
600 -17 -3% 83.4%
HEPS
2040
D-Market Electronic Services & Trading
HEPS
$1.05B
35 -1 -3% 63.3%
FTXR icon
2041
First Trust Nasdaq Transportation ETF
FTXR
$1.05B
35 -1 -3% 50%
VNM icon
2042
VanEck Vietnam ETF
VNM
$509M
105 -3 -3% 36.2%
PFN
2043
PIMCO Income Strategy Fund II
PFN
$707M
105 -3 -3% 0.83%
GBX icon
2044
The Greenbrier Companies
GBX
$1.43B
209 -6 -3% 4.78%
FLO icon
2045
Flowers Foods
FLO
$1.53B
383 -11 -3% 68%
NOAH
2046
Noah Holdings
NOAH
$592M
69 -2 -3% 37.5%
SRTA
2047
Strata Critical Medical Inc
SRTA
$538M
102 -3 -3% 72.2%
TH icon
2048
Target Hospitality
TH
$1.71B
136 -4 -3% 76.4%
BBDC icon
2049
Barings BDC
BBDC
$973M
203 -6 -3% 8.28%
BGR icon
2050
BlackRock Energy and Resources Trust
BGR
$427M
67 -2 -3% 34.7%