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Name Funds
holding
Growth Growth % Return since
30 Jun ‘21
AIRT icon
1701
Air T
AIRT
$72.9M
15 +1 +7% 9.67%
AGIG
1702
Abundia Global Impact Group
AGIG
$43.5M
15 +1 +7% 96%
OMFS icon
1703
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$281M
15 +1 +7% 25.9%
QIG
1704
WisdomTree U.S. Corporate Bond Fund
QIG
$17.5M
15 +1 +7% 19.9%
USAU icon
1705
US Gold Corp
USAU
$220M
15 +1 +7% 20.1%
EPR icon
1706
EPR Properties
EPR
$4.86B
316 +21 +7% 20.6%
SPYD icon
1707
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.66B
287 +19 +7% 24.1%
LYG icon
1708
Lloyds Banking Group
LYG
$87.4B
243 +16 +7% 136%
SYM icon
1709
Symbotic
SYM
$5.11B
76 +5 +7% 304%
KREF
1710
KKR Real Estate Finance Trust
KREF
$472M
137 +9 +7% 66.1%
UTG icon
1711
Reaves Utility Income Fund
UTG
$3.69B
137 +9 +7% 16.7%
HCI icon
1712
HCI Group
HCI
$2.28B
153 +10 +7% 79.9%
SPG icon
1713
Simon Property Group
SPG
$74.5B
905 +59 +7% 76.1%
EFX icon
1714
Equifax
EFX
$20.3B
629 +41 +7% 28%
EAGG icon
1715
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
169 +11 +7% 15.6%
AEM icon
1716
Agnico Eagle Mines
AEM
$72.6B
400 +26 +7% 140%
OBK icon
1717
Origin Bancorp
OBK
$1.66B
108 +7 +7% 26.3%
NHC icon
1718
National Healthcare
NHC
$3.53B
139 +9 +7% 223%
MAN icon
1719
ManpowerGroup
MAN
$2.39B
371 +24 +7% 56.8%
FPE icon
1720
First Trust Preferred Securities and Income ETF
FPE
$6.3B
356 +23 +7% 13.9%
WPC icon
1721
W.P. Carey
WPC
$17.1B
697 +45 +7% 4.93%
ALNT icon
1722
Allient
ALNT
$1.47B
93 +6 +7% 151%
JXI icon
1723
iShares Global Utilities ETF
JXI
$328M
62 +4 +7% 45.2%
MORT icon
1724
VanEck Mortgage REIT Income ETF
MORT
$370M
62 +4 +7% 51%
DGT icon
1725
State Street SPDR Global Dow ETF
DGT
$607M
31 +2 +7% 67.5%