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Name Funds
holding
Growth Growth % Return since
31 Dec ‘18
BND icon
1076
Vanguard Total Bond Market
BND
$157B
711 +64 +10% 8.71%
EPR icon
1077
EPR Properties
EPR
$4.86B
400 +36 +10% 0.78%
LIND icon
1078
Lindblad Expeditions
LIND
$1.76B
100 +9 +10% 99.5%
SHEN icon
1079
Shenandoah Telecom
SHEN
$632M
156 +14 +10% 74.2%
SCHM icon
1080
Schwab US Mid-Cap ETF
SCHM
$14.6B
480 +43 +10% 119%
POR icon
1081
Portland General Electric
POR
$6.02B
336 +30 +10% 13.5%
MKC icon
1082
McCormick & Company Non-Voting
MKC
$13.4B
853 +76 +10% 28.2%
CWT icon
1083
California Water Service
CWT
$3.04B
236 +21 +10% 6.42%
DMB
1084
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$197M
45 +4 +10% 10%
RAMP icon
1085
LiveRamp
RAMP
$2.29B
214 +19 +10% 2.49%
JRI icon
1086
Nuveen Real Asset Income & Growth Fund
JRI
$358M
79 +7 +10% 4.18%
IVW icon
1087
iShares S&P 500 Growth ETF
IVW
$72.5B
826 +73 +10% 253%
CROX icon
1088
Crocs
CROX
$6.69B
238 +21 +10% 419%
SAH icon
1089
Sonic Automotive
SAH
$3.15B
136 +12 +10% 625%
RLGT icon
1090
Radiant Logistics
RLGT
$416M
102 +9 +10% 109%
VGI
1091
Virtus Global Multi-Sector Income Fund
VGI
$81.2M
34 +3 +10% 35.2%
RMCF icon
1092
Rocky Mountain Chocolate Factory
RMCF
$8.53M
34 +3 +10% 89.4%
DNL icon
1093
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$468M
34 +3 +10% 79%
FNV icon
1094
Franco-Nevada
FNV
$41.4B
295 +26 +10% 206%
RPD icon
1095
Rapid7
RPD
$634M
193 +17 +10% 69.5%
W icon
1096
Wayfair
W
$11.1B
284 +25 +10% 6.55%
GOOD
1097
Gladstone Commercial Corp
GOOD
$627M
125 +11 +10% 27.7%
CVSA
1098
Covista Inc
CVSA
$3.94B
216 +19 +10% 145%
NML
1099
Neuberger Energy Infrastructure and Income Fund Inc
NML
$607M
57 +5 +10% 60.2%
EOD
1100
Allspring Global Dividend Opportunity Fund
EOD
$276M
57 +5 +10% 37.9%