| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 1,200 | $11,052 | $12,540 | $1,488 | 13.46% |
Courtney Holt Compound Planning, Inc. | 20,142 | $165,607.02 | $210,483.9 | $44,876.88 | 27.1% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 232,599 | $2.02M | $2.43M | $409,817.87 | 20.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,128 | $176,745 | $189,437.6 | $12,692.6 | 7.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,445 | $133,036 | $150,950.25 | $17,914.25 | 13.47% |
| NYSE Exchange | US Country |
The Abrdn Total Dynamic Dividend Fund is a diversified closed-end management investment fund with a primary objective to deliver high current dividend income while aiming for long-term capital growth. Specializing in investing at least 80% of its assets in a broad portfolio of dividend-paying equity securities, this fund emphasizes both U.S. and international stocks that are actively traded on established markets. An innovative approach involves dynamic allocation across four strategic areas: growth, value, special dividends, and dividend capture rotation, to enhance distributed dividend income and to identify companies promising rising dividends and capital appreciation. By integrating fundamental analysis through both a bottom-up and top-down perspective and striving for diversification across various sectors and market capitalizations, the Abrdn Total Dynamic Dividend Fund caters to investors seeking regular income from dividends and comprehensive exposure to the global market of dividend-paying equities.
Equity Investment in Dividend-Paying Stocks:
A cornerstone of the fund's strategy, focusing on the selection of equity securities, predominantly common stocks, which provide dividend income. This includes at least 80% of its assets in companies both within the U.S. and internationally, ensuring a global investment perspective.
Dynamic Allocation Strategy:
The fund dynamically allocates its investment across four primary strategies:
This multifaceted approach allows for a diversified investment strategy designed to maximize dividend income and capital appreciation potential.
Fundamental Analysis:
Through rigorous fundamental analysis employing both bottom-up and top-down methods, the fund seeks to understand the intrinsic value of the companies in which it invests. This analytical perspective helps to ensure a well-researched basis for investment decisions, focusing on long-term growth and profitability potential.
Global Orientation and Active Management:
Featuring a global investment outlook, the fund actively manages its portfolio to adapt to changing market conditions and opportunities, emphasizing the importance of geographical diversification and active management in seeking to achieve its objectives of dividend income and capital growth.