Name Net new
positions
New positions Closed positions Return since
31 Mar ‘25
1
58 62 4 56.5%
2
53 53 0 8.83%
3
39 39 0 8.61%
SLQT icon
4
SelectQuote
SLQT
$141M
31 47 16 76%
5
31 31 0 8.66%
6
30 30 0 19%
7
30 30 0 9.72%
8
28 36 8 65%
9
28 28 0 8.54%
10
28 28 0 23%
IVVB icon
11
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$124M
27 29 2 14.7%
12
27 27 0 28%
13
26 26 0 26.6%
14
25 28 3 10.2%
15
25 26 1 41.7%
16
24 38 14 74.6%
17
24 30 6 62%
18
24 24 0 23%
19
23 29 6 8.72%
20
23 27 4 77.6%
21
23 23 0 19.2%
22
23 23 0 18.2%
23
23 23 0 5.14%
24
22 59 37 64%
25
22 38 16 87.9%