| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 966 | $20,583.57 | $20,401.92 | -$181.65 | -0.88% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 23,211 | $496,961.52 | $491,841.09 | -$5,120.43 | -1.03% |
Amna Ali Khan GDS Wealth Management | 1.15M | $24.39M | $24.34M | -$48,549.5 | -0.2% |
Moises Valladares Insigneo Advisory Services LLC | 26,700 | $571,065.02 | $565,773 | -$5,292.02 | -0.93% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 17,765 | $379,436.92 | $373,082.76 | -$6,354.16 | -1.67% |
| ARCA Exchange | US Country |
This fund specializes in securitized debt securities investment, focusing on asset-backed securities, residential and commercial mortgage-backed securities, and collateralized loan obligations (CLOs). With a strong emphasis on the U.S. market, it commits at least 80% of its net assets, including investments made on borrowed money, to securitized debt instruments. Furthermore, the fund dedicates a minimum of 50% of its total assets to securities that are either issued or guaranteed by the U.S. government, its agencies, or its instrumentalities, as well as U.S. government-sponsored entities. It operates as a non-diversified fund, allowing it to concentrate its investments more narrowly than diversified funds.
This service focuses on investment in various types of securitized debt securities, including asset-backed securities, residential and commercial mortgage-backed securities, and collateralized loan obligations. The fund invests at least 80% of its net assets in these instruments, aiming to capitalize on the expected return from these types of securities.
The fund allocates at least 50% of its total assets to securities either issued or guaranteed by the U.S. government, its agencies, or instrumentalities, and U.S. government-sponsored entities such as Ginnie Mae, Fannie Mae, and Freddie Mac. This part of the portfolio is designed to provide a stable investment with a relatively low level of risk, appealing to conservative investors.