On this week's episode of ETF Prime, host Nate Geraci and VettaFi‘s Zeno Mercer discuss the “Magnificent Seven” and how these companies are affected by artificial intelligence. Afterward, Geraci is joined by David Mann, head of ETF Product & Capital Markets at Franklin Templeton, to discuss investor uncertainty in the bond market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 778 | $16,555.84 | $16,520.83 | -$35.01 | -0.21% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 38,330 | $832,445.28 | $814,133.03 | -$18,312.25 | -2.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 58,776 | $1.26M | $1.25M | -$15,545.55 | -1.23% |
Mariana Coli Dunhill Financial LLC | 745 | $16,186.08 | $15,790.65 | -$395.43 | -2.44% |
Alexandra Stickelman Root Financial Partners, LLC | 91 | $1,976.51 | $1,930.56 | -$45.95 | -2.32% |
| ARCA Exchange | US Country |
The company is dedicated to providing investment solutions that focus on bonds of U.S. issuers. By prioritizing investment in government, corporate debt, mortgage-backed, and asset-backed securities, the company caters to investors looking to diversify their portfolio with investment-grade debt securities. Emulating the Bloomberg U.S. Aggregate Bond Index, it ensures its sector, credit, and duration exposures align with reputable market standards under normal market conditions. The integration of interest rate and credit-related derivatives like U.S. Treasury futures, interest rate swaps, and credit default swaps complements its strategy, providing a comprehensive approach to bond investment.