| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 12,000 | $207,497 | $316,560 | $109,063 | 52.56% |
Kevin Bresler TD Waterhouse Canada Inc. | 233 | $6,371 | $6,146.54 | -$224.46 | -3.52% |
| ARCA Exchange | US Country |
The fund represents a specialized investment vehicle that focuses on the coal industry. Specifically, the fund targets its investments towards securities that are a part of an index dedicated to tracking the performance of companies engaged in the metallurgical (met) and thermal coal sectors. This not only includes companies directly involved in the production and exploration of coal but also extends to those engaged in its development, transportation, and distribution. A significant commitment is made by the fund to invest at least 80% of its net assets in securities belonging to these coal companies, underlining a strong thematic focus on the coal sector. Being non-diversified, the fund potentially offers concentrated exposure to the coal industry, aiming to capitalize on the sector's performance.
This service reflects the fund's primary investment strategy, which involves allocating funds into securities that are part of an index designed to mirror the performance of companies within the metallurgical and thermal coal industry. This encompasses a wide range of activities within the coal sector, including but not limited to the production, exploration, development, transportation, and distribution of coal.