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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘25
3501
5 6 1 78.3%
3502
5 6 1 22%
3503
5 5 0 70.7%
AUC
3504
ATIF Holdings
AUC
$83.7M
5 5 0 44.7%
3505
5 5 0 31.9%
3506
5 5 0
3507
5 5 0 24.6%
3508
5 5 0 13.9%
3509
5 6 1 20%
3510
5 5 0 1.92%
PRVS
3511
Parnassus Value Select ETF
PRVS
$26.3M
5 5 0 32.1%
3512
5 6 1 54%
3513
5 6 1 59.1%
3514
5 5 0 0%
3515
5 5 0 2.52%
3516
5 5 0 5.26%
3517
5 5 0 0.3%
3518
5 5 0 1.02%
3519
5 5 0 98.3%
3520
5 5 0 35.2%
3521
5 5 0
3522
5 5 0 30.6%
3523
5 5 0 42.3%
3524
5 5 0 23.8%
3525
5 5 0 0.67%