| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 6,527 | $213,533.28 | $307,748.05 | $94,214.77 | 44.12% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 20,113 | $778,160.23 | $942,394.61 | $164,234.38 | 21.11% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 8,737 | $275,101.63 | $408,978.1 | $133,876.47 | 48.66% |
Kyle P. Smith NewEdge Wealth LLC | 15,513 | $640,296.31 | $724,301.97 | $84,005.66 | 13.12% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 55,140 | $1.96M | $2.58M | $623,283.3 | 31.85% |
| ARCA Exchange | US Country |
The Portfolio is an investment vehicle tailored for those looking to diversify their investments into emerging markets. It distinguishes itself by not just focusing on a wide spectrum of securities but by also emphasizing investments in companies with various sizes, particularly showing a preference for smaller capitalization firms, those priced lower relative to the market, and exhibiting higher profitability. A unique aspect of this Portfolio is its commitment to sustainability, factoring in environmental, social, and governance (ESG) considerations into its investment decisions. This approach ensures that the Portfolio not only seeks financial returns but also supports positive impact initiatives.
The Portfolio offers a range of investment products and services designed to meet diverse investor needs, especially those focused on tapping into the emerging markets. Each offering is carefully structured, taking into account market trends, sustainability factors, and the potential for long-term growth.