| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,636 | $226,567.2 | $263,877.52 | $37,310.32 | 16.47% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,625 | $154,642.5 | $169,505 | $14,862.5 | 9.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 399 | $14,111.34 | $18,587.38 | $4,476.04 | 31.72% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 55,311 | $1.63M | $2.58M | $948,422.81 | 58.15% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 104,508 | $3.75M | $4.89M | $1.14M | 30.41% |
| NASDAQ (NMS) Exchange | US Country |
The index represents a unique approach to investing by focusing solely on companies within the S&P 500® Index that not only are large capitalization entities but also actively engage in supporting the Democratic Party through significant political contributions. This strategy targets investors who wish to align their investment choices with their political values, specifically those favoring the Democratic Party. The carefully curated selection in the index is designed to ensure that at least 80% of the fund's net assets, in addition to any borrowed amounts for investment purposes, are invested in the securities of the companies making up this specialized index.
This fund is specifically designed for investors seeking to support large capitalization companies that actively contribute to the Democratic Party's candidates and political action committees. The main objective is to offer exposure to a segment of the S&P 500® Index that aligns with certain political beliefs and contributions thresholds. By concentrating on companies that meet these criteria, the fund endeavors to not only provide financial returns but also allow investors to express their political support through their investment choices.