| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,257 | $44,603.26 | $56,652.99 | $12,049.73 | 27.02% |
Jennifer Carlson Gould Capital LLC | 1,177 | $40,684.75 | $53,047.39 | $12,362.64 | 30.39% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1 | $41.38 | $45 | $3.62 | 8.75% |
Matthew Zienty Cardinal Point Capital Management ULC | 33,540 | $1.06M | $1.5M | $437,258 | 41.33% |
Denise Reinert CGC Financial Services, LLC | 483 | $17,238.2 | $21,706.02 | $4,467.82 | 25.92% |
| BATS Exchange | US Country |
The fund operates as a fund of funds, principally investing in a diversified mix of underlying funds. These underlying entities aim for investment results that align with their respective indexes. Unique to this approach is the inclusion of Environmental, Social, and Governance (ESG) criteria in their index considerations. Tailored for investors with an aggressive risk tolerance, the fund's strategy integrates aspects of sustainable investing, targeting portfolios that demonstrate positive ESG characteristics. This approach reflects a commitment to responsible investing, acknowledging the importance of environmental stewardship, social responsibility, and governance principles in generating long-term, sustainable returns.
This product pools investments into various underlying funds, each selected based on their adherence to ESG principles. By broadening exposure across multiple funds that track different underlying indexes incorporating ESG factors, investors benefit from a diversified investment approach. This diversification, coupled with a focus on sustainability, aims to meet the dual objective of achieving aggressive growth while propagating ESG values.
Included within the fund’s portfolio are both equity and fixed income funds that exhibit positive ESG characteristics. The equity component aims to provide growth through investments in companies with commendable ESG practices. Simultaneously, the fixed income portion seeks to offer stability and income, investing in bonds issued by entities recognized for their environmental, social, and governance efforts. This balanced mix caters to investors looking for aggressive growth opportunities without compromising their commitment to sustainability.