| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 4,508 | $1.05M | $1.07M | $20,927.48 | 1.99% |
| RFH Robert F. Hall HA LLCAPITAL MANAGEMENT Co. Inc. | 1,632 | $274,241.28 | $396,270.82 | $122,029.54 | 44.5% |
Jason E. Archambault SK Wealth Management LLC | 31,160 | $5.3M | $7.41M | $2.11M | 39.68% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,228 | $1.6M | $2.19M | $590,816.51 | 36.84% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,890 | $245,160.41 | $449,460.9 | $204,300.49 | 83.33% |
| BATS Exchange | US Country |
The described company operates a fund that strategically invests in a globally diverse portfolio, focusing on companies that perform well in environmental, social, and governance (ESG) criteria. The investment approach is designed around the premise that companies that are proactive and positive in these areas can potentially offer better performance and lower risks. It mirrors the investment strategy against the broad market, as evidenced by its comparison with the STOXX® Global 1800 Index, which includes a wide array of companies from the U.S. and developed markets worldwide. The emphasis on ESG factors aims to cater to investors who are not just looking for financial returns but also want to support or benefit from companies that are deemed to be responsible corporate citizens.