| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15 | $881.7 | $1,026.65 | $144.95 | 16.44% |
Thomas Pappas Cottonwood Capital Advisors LLC | 3,568 | $245,902.99 | $242,006.74 | -$3,896.25 | -1.58% |
Mariana Coli Dunhill Financial LLC | 985 | $55,065.89 | $67,748.3 | $12,682.41 | 23.03% |
Loni Adams Daymark Wealth Partners LLC | 30,003 | $1.78M | $2.04M | $256,568.17 | 14.43% |
Warner Group LLC Warner Group LLC | 111,402 | $6.92M | $7.56M | $639,961.42 | 9.25% |
| 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.