$3.57T
$54.6 Million
4.6% of portfolio
318,764
Q3 2023
Added 1.8%
$638B
$23.9 Million
2.02% of portfolio
165,058
Q3 2023
Added 1.58%
$267B
$23.5 Million
1.98% of portfolio
53,954
Q3 2023
Reduced 12.34%
$276B
$22.8 Million
1.92% of portfolio
135,021
Q3 2023
Added 0.3%
$939B
$22.8 Million
1.92% of portfolio
174,070
Q3 2023
Added 3.43%
$98B
$21.9 Million
1.85% of portfolio
204,764
Q3 2023
Added 0.61%
$605B
$21.7 Million
1.83% of portfolio
62,003
Q3 2023
Added 1.51%
$3.04T
$21.4 Million
1.8% of portfolio
67,747
Q3 2023
Reduced 3.82%
$341B
$19 Million
1.61% of portfolio
127,653
Q3 2023
Added 1.38%
$0
$17.9 Million
1.51% of portfolio
562,021
Q3 2023
Added 413.82%
$392B
$17.2 Million
1.45% of portfolio
30,428
Q3 2023
Added 0.95%
$965B
$16.7 Million
1.41% of portfolio
126,512
Q3 2023
Added 0.85%
$174B
$16 Million
1.35% of portfolio
59,399
Q3 2023
Reduced 0.24%
$431B
$14.9 Million
1.26% of portfolio
95,973
Q3 2023
Reduced 16.06%
$103B
$14.8 Million
1.25% of portfolio
63,071
Q3 2023
Reduced 1.21%
$238B
$14.9 Million
1.25% of portfolio
29,352
Q3 2023
Added 0.98%
Capital Income Bldr Fd Cl F 3
-
$14.6 Million
1.23% of portfolio
-
Q3 2023
Added 3.81%
$96.6B
$14.4 Million
1.21% of portfolio
75,101
Q3 2023
Added 21.09%
$1.81T
$12.3 Million
1.04% of portfolio
96,739
Q3 2023
Added 5.02%
$74.7B
$12.3 Million
1.03% of portfolio
53,229
Q3 2023
Added 0.11%
Poplar Forest Partners Institu
-
$12.1 Million
1.02% of portfolio
-
Q3 2023
Added 1.19%
$81.6B
$11.7 Million
0.99% of portfolio
52,954
Q3 2023
Reduced 0.09%
$0
$11.4 Million
0.97% of portfolio
73,638
Q3 2023
Added 0.33%
$300B
$11.2 Million
0.95% of portfolio
108,857
Q3 2023
Added 2.49%
$0
$11.1 Million
0.93% of portfolio
25,866
Q2 2023
Reduced 5.26%
$136B
$10.8 Million
0.91% of portfolio
58,512
Q3 2023
Added 2.78%
Blackstone Real Estate Inc Tr
-
$10.7 Million
0.9% of portfolio
-
Q3 2023
Added 1.3%
$202B
$10.3 Million
0.87% of portfolio
191,284
Q3 2023
Added 0.12%
$1.16T
$9.79 Million
0.83% of portfolio
32,596
Q3 2023
Reduced 19.2%
$246B
$9.63 Million
0.81% of portfolio
47,480
Q3 2023
Added 0.06%
American Balanced Fd Cl F3
-
$9.51 Million
0.8% of portfolio
-
Q3 2023
Added 0.84%
$385B
$9.05 Million
0.76% of portfolio
85,451
Q3 2023
Reduced 0.68%
$135B
$8.86 Million
0.75% of portfolio
32,428
Q3 2023
Added 0.33%
$155B
$8.86 Million
0.75% of portfolio
43,495
Q3 2023
Reduced 3.61%
$0
$8.45 Million
0.71% of portfolio
352,450
Q3 2023
Added 218.47%
$56.1B
$8.36 Million
0.71% of portfolio
137,903
Q3 2023
Reduced 0.31%
$184B
$8.27 Million
0.7% of portfolio
74,463
Q3 2023
Reduced 1.57%
$173B
$8.22 Million
0.69% of portfolio
253,494
Q3 2023
Reduced 2.72%
$76.2B
$7.93 Million
0.67% of portfolio
113,625
Q3 2023
Reduced 0.38%
$0
$7.71 Million
0.65% of portfolio
143,852
Q3 2023
Added 3.14%
$472B
$7.7 Million
0.65% of portfolio
65,469
Q3 2023
Added 1.43%
$30.2B
$7.65 Million
0.65% of portfolio
66,265
Q3 2023
Reduced 0.29%
$0
$7.6 Million
0.64% of portfolio
122,928
Q3 2023
Added 7.56%
$0
$7.57 Million
0.64% of portfolio
32,967
Q3 2023
Added 100.31%
-
$7.48 Million
0.63% of portfolio
-
Q3 2023
New
$22.8B
$7.23 Million
0.61% of portfolio
228,058
Q3 2023
Reduced 4.18%
$456B
$7.08 Million
0.6% of portfolio
30,792
Q3 2023
Added 2.27%
$59.9B
$6.96 Million
0.59% of portfolio
26,400
Q3 2023
Reduced 1.32%
$370B
$6.75 Million
0.57% of portfolio
22,327
Q3 2023
Added 4.1%
$58.4B
$6.77 Million
0.57% of portfolio
45,043
Q3 2023
Added 7.08%