| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 108 | $2,838.24 | $3,096.9 | $258.66 | 9.11% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,127 | $279,286.2 | $263,131.41 | -$16,154.79 | -5.78% |
| RS Radon Stancil POM Investment Strategies LLC | 85 | $2,459 | $2,443.32 | -$15.68 | -0.64% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 191,923 | $5.26M | $5.52M | $258,047.41 | 4.9% |
Chandler te Velde Maia Wealth LLC | 18,728 | $512,906.62 | $549,198.6 | $36,291.98 | 7.08% |
| ARCA Exchange | US Country |
The fund operates as an actively managed exchange-traded fund (ETF) that primarily invests in large capitalization companies located outside of the United States. With a strategy that mandates at least 80% of its net assets to be allocated towards securities of large-cap issuers, the fund aims to provide investors with diversified exposure to international markets. Through carefully selected investments, the fund seeks to achieve its objectives by leveraging the potential growth of large-cap companies in various sectors across global economies, excluding the U.S. The focus on active management allows the fund to adapt to changing market conditions and opportunities abroad, aiming to optimize returns for investors by targeting foreign companies with strong fundamentals and growth prospects.
This service involves the strategic selection and active management of a portfolio consisting of large-cap international stocks. By investing at least 80% of its net assets in large capitalization issuers located outside the United States, the fund seeks to capitalize on the growth potential of established foreign companies. Active management allows the fund to dynamically adjust its holdings in response to evolving market conditions and opportunities, aiming to maximize returns for investors while managing risk.