| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 150 | $4,972.5 | $5,575.54 | $603.04 | 12.13% |
| MS Missy Straw Nilsine Partners LLC | 37,494 | $1.32M | $1.41M | $90,161.08 | 6.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,200 | $505,289.59 | $534,151.46 | $28,861.87 | 5.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,985 | $350,153.85 | $413,365.55 | $63,211.7 | 18.05% |
| DR Don Ruffin Park Square Financial Group LLC | 8,724 | $301,604 | $329,810.82 | $28,206.82 | 9.35% |
| NASDAQ (NMS) Exchange | US Country |
This fund focuses on investing primarily in equity securities that are part of the NASDAQ U.S. Large Mid Cap Index™, with a particular emphasis on stocks that demonstrate low volatility and high "relative strength." By allocating at least 90% of its net assets (this figure includes investment borrowings) into the securities constituting the index, the fund aims to mirror the performance of the 50 stocks that exhibit these desired characteristics within the larger framework of the index. The investment strategy underscores a commitment to capitalizing on the stability and potential growth opportunities within the U.S. large and mid-cap equity market while striving to manage risk associated with market volatility.
This service involves the fund investing a major portion of its assets into the equity securities that form part of the NASDAQ U.S. Large Mid Cap Index™. The focus is on selecting stocks that show low levels of volatility yet maintain high relative strength compared to their peers, aiming to achieve stable and potentially rewarding investment returns for the fund's stakeholders.