| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 14,995 | $398,132 | $451,799.35 | $53,667.35 | 13.48% |
| BATS Exchange | US Country |
The company operates as a mutual fund, focusing on investing primarily in the common stocks of U.S. issuers. It aims to achieve its investment objective by targeting companies with varying market capitalizations, with a predominant interest in large-capitalization companies. The investment strategy leans towards entities that have market capitalizations akin to those listed in the Russell 1000 Value Index, showing a preference for companies that are considered to have value stock characteristics.
The primary investment vehicle of the fund involves taking positions in the common stocks of companies located within the United States. These investments are selected based on a strategic approach that aims to include a variety of companies, prominently featuring those that are assessed as being undervalued or that possess other value characteristics making them attractive investment prospects.
The fund exhibits flexibility in investing across a broad spectrum of market capitalizations. However, there is a pronounced focus on large capitalization companies. This focus is mirrored by the fund's inclination towards companies with market capitalizations similar to those that appear in the Russell 1000 Value Index, which includes companies identified as having the potential for value investment.