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Name Funds
holding
Growth Growth % Return since
31 Mar ‘23
GALT icon
4076
Galectin Therapeutics
GALT
$223M
60 -1 -2% 61.4%
HNDL icon
4077
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$632M
120 -2 -2% 11.5%
IBM icon
4078
IBM
IBM
$214B
2,393 -40 -2% 73.6%
HIG icon
4079
Hartford Financial Services
HIG
$39.3B
775 -13 -2% 106%
AME icon
4080
Ametek
AME
$55.3B
775 -13 -2% 66.1%
GEN icon
4081
Gen Digital
GEN
$16.6B
536 -9 -2% 60.7%
FIP icon
4082
FTAI Infrastructure
FIP
$482M
119 -2 -2% 36%
DORM icon
4083
Dorman Products
DORM
$4.28B
238 -4 -2% 66%
ACWI icon
4084
iShares MSCI ACWI ETF
ACWI
$32.5B
594 -10 -2% 69.5%
SPAB icon
4085
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.81B
415 -7 -2% 2.09%
SPYD icon
4086
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.78B
415 -7 -2% 33%
ADCT icon
4087
ADC Therapeutics
ADCT
$141M
59 -1 -2% 43.1%
AVNW icon
4088
Aviat Networks
AVNW
$264M
118 -2 -2% 40.9%
PTC icon
4089
PTC
PTC
$14.7B
531 -9 -2% 0.56%
IWR icon
4090
iShares Russell Mid-Cap ETF
IWR
$56.5B
1,121 -19 -2% 58.4%
BMO icon
4091
Bank of Montreal
BMO
$127B
471 -8 -2% 103%
APD icon
4092
Air Products & Chemicals
APD
$65.2B
1,585 -27 -2% 1.96%
XPEL icon
4093
XPEL
XPEL
$1.21B
176 -3 -2% 35.3%
VTWO icon
4094
Vanguard Russell 2000 ETF
VTWO
$17.5B
408 -7 -2% 64.5%
VSS icon
4095
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
524 -9 -2% 37.1%
NEA icon
4096
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.37B
291 -5 -2% 1.44%
HUBB icon
4097
Hubbell
HUBB
$25.6B
581 -10 -2% 98.8%
BRBS icon
4098
Blue Ridge Bankshares
BRBS
$322M
58 -1 -2% 64.9%
PFBC icon
4099
Preferred Bank
PFBC
$1.25B
174 -3 -2% 91.9%
TXNM
4100
TXNM Energy Inc
TXNM
$6.43B
290 -5 -2% 19.2%