| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JJ Jeffrey Jones Cypress Financial Planning LLC | 24,697 | $772,546.86 | $835,005.57 | $62,458.71 | 8.08% |
| BATS Exchange | United States Country |
The fund described focuses on investments in large-capitalization U.S. companies, allocating at least 80% of its net assets to equity securities that give investors exposure to this segment of the market. Operating as an actively managed ETF, it distinguishes itself by not diversifying its investments, pointing towards a strategy that concentrates on a selection of large-cap stocks rather than spreading investments across a wide array of sectors or company sizes.
This product is central to the fund's strategy, investing primarily in stocks issued by large-capitalization companies in the United States. Such securities are typically issued by established, well-known companies with significant market values. Investing in these securities aims at capturing the growth and performance of these leading companies, reflecting an investment philosophy that leans towards stability and recognition in the market.
As an actively managed Exchange-Traded Fund (ETF), the fund employs a strategy that involves actively picking stocks to attempt to outperform the broader market indexes. Unlike passively managed ETFs that track a specific index, this fund's management team conducts analysis and selects investments they believe will offer superior returns, offering potential advantages in market insight and timing.