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Name Funds
holding
Growth Growth % Return since
31 Dec ‘24
CHTR icon
5201
Charter Communications
CHTR
$16.7B
863 +28 +3% 59.2%
KURA icon
5202
Kura Oncology
KURA
$826M
185 +6 +3% 6.89%
EEM icon
5203
iShares MSCI Emerging Markets ETF
EEM
$28B
1,326 +43 +3% 49.1%
SHC icon
5204
Sotera Health
SHC
$5.06B
216 +7 +3% 29.8%
GVI icon
5205
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
278 +9 +3% 1.21%
ROKU icon
5206
Roku
ROKU
$21.3B
558 +18 +3% 93.6%
FTDR icon
5207
Frontdoor
FTDR
$5.22B
341 +11 +3% 35.9%
NAC icon
5208
Nuveen California Quality Municipal Income Fund
NAC
$1.85B
124 +4 +3% 4.69%
ACV
5209
Virtus Diversified Income & Convertible Fund
ACV
$275M
31 +1 +3% 20.3%
GLV
5210
Clough Global Dividend & Income Fund
GLV
$77.6M
31 +1 +3% 15.1%
JCPI icon
5211
JPMorgan Inflation Managed Bond ETF
JCPI
$869M
31 +1 +3% 1.5%
GRW
5212
TCW ETF Trust TCW Durable Growth ETF
GRW
$64.6M
31 +1 +3% 3.74%
F icon
5213
Ford
F
$59.6B
1,682 +54 +3% 51.1%
WU icon
5214
Western Union
WU
$2.58B
468 +15 +3% 22.1%
HYT icon
5215
BlackRock Corporate High Yield Fund
HYT
$1.36B
156 +5 +3% 15.2%
EC icon
5216
Ecopetrol
EC
$32.5B
125 +4 +3% 99.9%
TFPM icon
5217
Triple Flag Precious Metals
TFPM
$5.9B
125 +4 +3% 90%
BLV icon
5218
Vanguard Long-Term Bond ETF
BLV
$5.81B
376 +12 +3% 1.96%
PRFZ icon
5219
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.78B
282 +9 +3% 29.7%
UBSI icon
5220
United Bankshares
UBSI
$6.71B
346 +11 +3% 30.5%
ONL
5221
Orion Office REIT
ONL
$148M
252 +8 +3% 29.6%
FLGT icon
5222
Fulgent Genetics
FLGT
$558M
189 +6 +3% 6.28%
NMZ icon
5223
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.2B
126 +4 +3% 5.55%
FBLG icon
5224
FibroBiologics
FBLG
$3.95M
63 +2 +3% 98.4%
DSX icon
5225
Diana Shipping
DSX
$270M
63 +2 +3% 10.7%