| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 248 | $14,577.44 | $16,630.88 | $2,053.44 | 14.09% |
Mariana Coli Dunhill Financial LLC | 985 | $55,065.89 | $65,645.32 | $10,579.43 | 19.21% |
Loni Adams Daymark Wealth Partners LLC | 28,026 | $1.65M | $1.87M | $220,520.62 | 13.39% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 307 | $19,117 | $20,406.29 | $1,289.29 | 6.74% |
Warner Group LLC Warner Group LLC | 62,767 | $3.69M | $4.15M | $458,440.09 | 12.43% |
| NASDAQ (NMS) Exchange | US Country |
The company operates a fund that focuses on investing in stocks from the NASDAQ Eurozone Index, applying a proprietary selection methodology known as AlphaDEX®. This methodology aims to identify stocks that are expected to generate positive alpha, meaning they strive to outperform the market on a risk-adjusted basis. By committing to invest at least 90% of its net assets in securities that align with the AlphaDEX® selection criteria, the company targets sophisticated investors looking for potentially higher returns compared to traditional passive investment approaches.
This product is the cornerstone of the company's offering, involving a strategized investment in securities from the NASDAQ Eurozone Index that are believed to have the potential to generate positive alpha through the application of the AlphaDEX® selection methodology. The fund's commitment to invest at least 90% of its net assets in such securities is designed to provide investors with a robust exposure to potentially high-performing Eurozone stocks, while attempting to mitigate risk through diversified selection.