| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 1 | - | $0.73 | $0.73 | - |
Kevin Kroskey True Wealth Design LLC | 13 | $40 | $10.1 | -$29.9 | -74.75% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 7 | $21 | $5.41 | -$15.59 | -74.24% |
Alexandra Stickelman Root Financial Partners, LLC | 13 | $39 | $9.82 | -$29.18 | -74.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 18 | $54.33 | $13.9 | -$40.43 | -74.42% |
| Financial Services Industry | Financials Sector | Jeffrey Jagid CEO | NASDAQ (NGS) Exchange | 048592109 CUSIP |
| US Country | 300 Employees | - Last Dividend | - Last Split | - IPO Date |
The fund is an investment vehicle that focuses primarily on acquiring common stocks, depositary receipts, and real estate investment trusts (REITs). With a strategy that does not adhere to any specific index, this fund offers a flexible approach to investing in equity securities. It has the capacity to engage in both U.S. and international markets, inclusive of emerging economies. The fund stands out by its willingness to invest a considerable share of its assets in small capitalization companies. Moreover, it may occasionally allocate significant portions of its investment to specific sectors or markets, displaying a non-diversified structure that targets strategic growth opportunities.