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Name Net increased
positions
Increased positions Reduced positions Return since
31 Mar ‘19
JG
2001
Aurora Mobile
JG
$26.3M
4 4 0 96.7%
SCI icon
2002
Service Corp International
SCI
$10.7B
4 133 129 93%
MYFW icon
2003
First Western Financial
MYFW
$319M
4 8 4 150%
DBEM icon
2004
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$104M
4 15 11 75.7%
FNY icon
2005
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$585M
4 23 19 144%
MGRC icon
2006
McGrath RentCorp
MGRC
$2.87B
4 67 63 106%
PSR icon
2007
Invesco Active US Real Estate Fund
PSR
$5.81M
4 8 4 16.3%
GDO
2008
Western Asset Global Corporate Defined Opportunity Fund
GDO
$80M
4 15 11 35.4%
EUHY
2009
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$236M
4 10 6 7.62%
UMH
2010
UMH Properties
UMH
$1.3B
4 49 45 8.52%
FOF icon
2011
Cohen & Steers Closed End Opportunity Fund
FOF
$384M
4 15 11 11.9%
EMLP icon
2012
First Trust North American Energy Infrastructure Fund
EMLP
$4.08B
4 81 77 77.1%
NCZ
2013
Virtus Convertible & Income Fund II
NCZ
$301M
4 18 14 30.8%
TEO icon
2014
Telecom Argentina
TEO
$5.84B
4 19 15 7.19%
FAD icon
2015
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$562M
4 19 15 166%
TIPX icon
2016
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.98B
4 11 7 3.05%
OSG
2017
Octave Specialty Group
OSG
$271M
4 54 50 66.8%
ESP icon
2018
Espey Mfg & Electronics Corp
ESP
$180M
4 7 3 142%
TSI
2019
TCW Strategic Income Fund
TSI
$217M
4 21 17 18.5%
CHR icon
2020
Cheer Holding
CHR
$3.54M
4 9 5 100%
USIG icon
2021
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.5B
4 49 45 8.27%
ESGV icon
2022
Vanguard ESG US Stock ETF
ESGV
$13.3B
4 7 3 173%
PFIG icon
2023
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$116M
4 12 8 6.15%
BLX icon
2024
Bladex Inc
BLX
$2.2B
4 8 4 194%
DVLU icon
2025
First Trust Dorsey Wright Momentum & Value ETF
DVLU
$46.4M
4 4 0 127%