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Name Funds
holding
Growth Growth % Return since
31 Dec ‘25
MHD icon
2026
BlackRock MuniHoldings Fund
MHD
$602M
114 +1 +0.9% 1.7%
FMAR icon
2027
FT Vest US Equity Buffer ETF March
FMAR
$1.16B
115 +1 +0.9% 12.2%
RLGT icon
2028
Radiant Logistics
RLGT
$406M
115 +1 +0.9% 37.1%
BLMN icon
2029
Bloomin' Brands
BLMN
$915M
232 +2 +0.9% 73.3%
NJUL icon
2030
Innovator Growth-100 Power Buffer ETF July
NJUL
$268M
116 +1 +0.9% 6.86%
MDXG icon
2031
MiMedx Group
MDXG
$611M
233 +2 +0.9% 38.1%
BIBL icon
2032
Inspire 100 ETF
BIBL
$511M
117 +1 +0.9% 27.3%
PRTH icon
2033
Priority Technology Holdings
PRTH
$440M
117 +1 +0.9% 2.02%
AIVL icon
2034
WisdomTree US AI Enhanced Value Fund
AIVL
$432M
118 +1 +0.9% 17.5%
ABX
2035
Abacus Global Management
ABX
$892M
120 +1 +0.8% 6.67%
IBTA icon
2036
Ibotta
IBTA
$724M
121 +1 +0.8% 58.1%
REM icon
2037
iShares Mortgage Real Estate ETF
REM
$545M
122 +1 +0.8% 0.59%
NUMV icon
2038
Nuveen ESG Mid-Cap Value ETF
NUMV
$455M
127 +1 +0.8% 15.9%
FLBL icon
2039
Franklin Senior Loan ETF
FLBL
$864M
131 +1 +0.8% 1.41%
VMD icon
2040
Viemed Healthcare
VMD
$345M
132 +1 +0.8% 21.8%
NEWT icon
2041
NewtekOne
NEWT
$371M
133 +1 +0.8% 13%
CIVB icon
2042
Civista Bancshares
CIVB
$590M
133 +1 +0.8% 27.6%
GT icon
2043
Goodyear
GT
$1.74B
402 +3 +0.8% 30.9%
AWF
2044
AllianceBernstein Global High Income Fund
AWF
$876M
135 +1 +0.7% 4.96%
PFLT icon
2045
PennantPark Floating Rate Capital
PFLT
$720M
136 +1 +0.7% 21.7%
EOS
2046
Eaton Vance Enhance Equity Income Fund II
EOS
$1.17B
137 +1 +0.7% 6.07%
DMLP icon
2047
Dorchester Minerals
DMLP
$1.38B
137 +1 +0.7% 25.7%
ASIX icon
2048
AdvanSix
ASIX
$451M
278 +2 +0.7% 3.41%
IQDG icon
2049
WisdomTree International Quality Dividend Growth Fund
IQDG
$729M
139 +1 +0.7% 7.45%
DFEB icon
2050
FT Vest US Equity Deep Buffer ETF February
DFEB
$445M
140 +1 +0.7% 7.71%