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Name Funds
holding
Growth Growth % Return since
31 Dec ‘19
FRI icon
1301
First Trust S&P REIT Index Fund
FRI
$191M
60 +7 +13% 25.8%
HLX icon
1302
Helix Energy Solutions
HLX
$1.41B
223 +26 +13% 0.52%
LEG icon
1303
Leggett & Platt
LEG
$1.51B
515 +60 +13% 78.3%
ITB icon
1304
iShares US Home Construction ETF
ITB
$2.46B
206 +24 +13% 119%
NG icon
1305
NovaGold Resources
NG
$2.27B
189 +22 +13% 42.2%
LRCX icon
1306
Lam Research
LRCX
$392B
997 +116 +13% 971%
VFH icon
1307
Vanguard Financials ETF
VFH
$13.4B
404 +47 +13% 80.8%
PWV icon
1308
Invesco Large Cap Value ETF
PWV
$1.63B
129 +15 +13% 90.4%
SUSA icon
1309
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
250 +29 +13% 128%
SCHZ icon
1310
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
457 +53 +13% 14.1%
HQL
1311
abrdn Life Sciences Investors
HQL
$600M
69 +8 +13% 13.3%
ESNT icon
1312
Essent Group
ESNT
$6.15B
311 +36 +13% 28.3%
SA
1313
Seabridge Gold
SA
$2.65B
121 +14 +13% 78.3%
SPY icon
1314
State Street SPDR S&P 500 ETF Trust
SPY
$774B
2,439 +282 +13% 131%
MGRC icon
1315
McGrath RentCorp
MGRC
$2.9B
199 +23 +13% 54.5%
PEN icon
1316
Penumbra
PEN
$12.5B
251 +29 +13% 93.8%
SPHD icon
1317
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.47B
277 +32 +13% 20.1%
UHT
1318
Universal Health Realty Income Trust
UHT
$608M
182 +21 +13% 62.6%
CORP icon
1319
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.59B
130 +15 +13% 12.8%
XYF
1320
X Financial
XYF
$179M
26 +3 +13% 8.48%
TIPZ icon
1321
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$84.3M
26 +3 +13% 13.6%
KCE icon
1322
State Street SPDR S&P Capital Markets ETF
KCE
$451M
26 +3 +13% 167%
DSL
1323
DoubleLine Income Solutions Fund
DSL
$1.22B
165 +19 +13% 46.2%
CMF icon
1324
iShares California Muni Bond ETF
CMF
$4.55B
165 +19 +13% 6.73%
DSI icon
1325
iShares MSCI KLD 400 Social ETF
DSI
$5.25B
304 +35 +13% 132%