The SPDR S&P Kensho Future Security ETF has a balanced portfolio of 65 stocks focused on defense and cybersecurity. FITE has interesting cash flow characteristics and has marginally outperformed the broad stock market since its inception. Nonetheless, it trails leading defense and cybersecurity ETFs.
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| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,591 | $203,812.54 | $285,217.28 | $81,404.74 | 39.94% |
| DM David Mailloux WealthCare Investment Partners LLC | 3,079 | $193,299.62 | $338,936.32 | $145,636.7 | 75.34% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 41,097 | $3.54M | $4.49M | $949,061.37 | 26.8% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 387 | $24,297.32 | $41,958.54 | $17,661.22 | 72.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,353 | $115,876.97 | $145,488.09 | $29,611.12 | 25.55% |
| ARCA Exchange | US Country |
The company operates a fund that focuses on investing in a broad spectrum of U.S.-listed equity securities, which include depositary receipts of companies domiciled in both developed and emerging markets around the globe. These companies are identified as part of the Future Security sector, a distinct market segment as per the classification provided by the index provider. The investment strategy is to allocate substantially all, and at a minimum 80%, of the fund's total assets towards securities that are included within the specified index. This approach ensures that the fund is closely aligned with the performance and dynamics of the indicated sector, maintaining a strong focus on the identified future security industry across various geographies.
The fund offers investment opportunities in equity securities, including depositary receipts of companies across developed and emerging markets. These securities are carefully selected based on their inclusion in the Future Security sector, providing investors with a diversified and growth-oriented portfolio.
An index-focused investment strategy guides the fund's asset allocation, directing at least 80% of its total assets into securities that comprise the index relevant to the Future Security sector. This method emphasizes tracking the performance of a particular market segment, allowing for a diversified and risk-managed investment approach.