| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 1.74M | $60.31M | $67.81M | $7.5M | 12.43% |
| TT Tu Tran Crosspoint Financial LLC | 21,394 | $711,954.5 | $837,799.74 | $125,845.24 | 17.68% |
Andrew Agosta Prosperity Financial Group, Inc. | 80,333 | $2.93M | $3.15M | $218,228.93 | 7.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,208 | $721,309.08 | $819,052.96 | $97,743.88 | 13.55% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 20,820 | $759,756.45 | $814,270.2 | $54,513.75 | 7.18% |
| ARCA Exchange | US Country |
The fund described focuses on investing a minimum of 80% of its total assets into the component securities that make up its underlying index. This underlying index primarily includes large and mid-cap companies from developed market countries, which are part of the Solactive GBS Developed Markets Large & Mid Cap USD Index, known as the "Parent Index". It is noteworthy that the fund adopts a non-diversified investment strategy, concentrating its investments more narrowly than diversified funds. This approach reflects its targeted investment strategy within the developed market's sector, emphasizing select large and mid-cap companies deemed to have favorable investment potential.
The primary service offered by the fund is investment in equities from developed market countries, focusing on those included within the Solactive GBS Developed Markets Large & Mid Cap USD Index. This investment service taps into the growth potential of major firms in economically stable regions, aiming to provide investors with a vehicle for potentially secure and robust returns.
Unlike diversified funds that spread investments across a wide array of sectors and geographic locations, this fund takes a more concentrated investment approach. By investing at least 80% of its total assets in the securities of the underlying index, it focuses on a narrower band of equities. This methodology is designed for investors seeking targeted exposure to the developed markets' large and mid-cap segments, potentially offering unique investment opportunities compared to more broadly diversified funds.