Name Funds
holding
Growth Growth % Return since
31 Mar ‘14
2001
119 +1 +0.8% 47.8%
2002
954 +8 +0.8% 283%
2003
1,081 +9 +0.8% 63.8%
LKFN icon
2004
Lakeland Financial Corp
LKFN
$1.58B
121 +1 +0.8% 124%
2005
121 +1 +0.8% 57.8%
2006
1,340 +11 +0.8% 216%
2007
122 +1 +0.8% 59.7%
2008
245 +2 +0.8% 91%
2009
123 +1 +0.8% 86.7%
2010
248 +2 +0.8% 54.4%
POWL icon
2011
Powell Industries
POWL
$8.37B
124 +1 +0.8% 964%
2012
627 +5 +0.8% 272%
2013
126 +1 +0.8% 39.4%
2014
126 +1 +0.8% 288%
2015
127 +1 +0.8% 205%
2016
382 +3 +0.8% 129%
2017
255 +2 +0.8% 188%
2018
896 +7 +0.8% 293%
2019
652 +5 +0.8% 203%
2020
131 +1 +0.8% 21.4%
2021
394 +3 +0.8% 2.35%
2022
395 +3 +0.8% 232%
2023
132 +1 +0.8% 7.68%
2024
265 +2 +0.8% 268%
2025
398 +3 +0.8% 2.22%