Oregon-based von Borstel & Associates added 97,269 DFGP shares in the third quarter. The overall value of the position increased by $5.75 million from the previous period.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,747 | $148,310.53 | $148,831.91 | $521.38 | 0.35% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 76,519 | $4.18M | $4.15M | -$36,665.18 | -0.88% |
Austin Private Wealth Austin Private Wealth LLC | 40,950 | $2.19M | $2.22M | $26,259.67 | 1.2% |
Chris Williams Applied Capital LLC | 117,867 | $6.36M | $6.39M | $28,932.3 | 0.46% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,547 | $526,249.73 | $517,255.51 | -$8,994.22 | -1.71% |
| NASDAQ (NMS) Exchange | US Country |
The fund is an investment entity that aims to fulfill its investment objectives through allocations in a broad array of both U.S. and international debt securities. It focuses on diversification to mitigate risk and seek returns, targeting a mix of investment-grade securities as well as engaging in opportunities within lower-rated debt securities markets. The strategic approach is designed to navigate through various market conditions, aiming to provide investors with a balance of growth and security.
This service involves investing in debt securities that are considered investment grade at the time of purchase. These are typically rated from Aaa to Baa3 by Moody’s or have equivalent ratings by Fitch. Investment-grade securities are sought after for their lower risk of default and stable returns, making them a cornerstone for conservative investment strategies within the portfolio.
Expanding its diversification strategy, the fund also allocates investments in lower-rated fixed income securities. While these are considered higher risk due to their lower credit ratings, they offer the potential for higher yields. This forms part of the fund’s approach to balance risk and return, catering to investors seeking growth opportunities in addition to stability.