FLCC is an actively managed ETF blending growth and value stocks in the Russell 1000 Index. The fund has almost the same sector breakdown as the parent index, with a focus on technology. The track record of FLCC is short, but encouraging: it has outperformed the benchmark, and the Russell 1000 Growth and Value ETFs.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 14,070 | $451,861.7 | $502,861.8 | $51,000.1 | 11.29% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,300 | $40,105 | $46,267 | $6,162 | 15.36% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 199,548 | $6.4M | $7.14M | $737,893.26 | 11.52% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 20,260 | $617,195.65 | $725,004.1 | $107,808.45 | 17.47% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 14,070 | $451,876.38 | $499,555.35 | $47,678.97 | 10.55% |
| ARCA Exchange | US Country |
The fund is designed to serve investors seeking to capitalize on the growth potential of large-sized U.S. companies. With a strategic focus on investing at least 80% of its net assets in large-cap and growth investments, the fund presents an attractive option for individuals aiming to diversify their investment portfolio. The fund management team employs an active trading strategy, continuously adjusting the portfolio in an effort to meet the fund's investment objectives. This proactive approach is geared towards maximizing returns while managing risk, leveraging the dynamism and potential of significant U.S. market players.
The fund substantially invests in the common stock of large-sized U.S. companies, constituting a core part of its investment strategy. This focus on large-cap investments is rooted in the belief that large-sized companies offer a stable foundation for growth and are typically less volatile than their smaller counterparts. These companies are often industry leaders with proven business models, providing a measure of reliability and potential for appreciation.
In addition to large-cap stocks, the fund strategically invests in growth investments. This aspect of the portfolio is aimed at companies that exhibit above-average growth potential, regardless of their size. The investment in growth stocks is driven by a long-term perspective, seeking to benefit from companies that have the potential for significant appreciation in value over time. The fund's management actively identifies and invests in these opportunities, aiming to generate higher returns for its investors.
The fund's active trading strategy is a distinct characteristic that outlines its approach to achieving its investment objective. By actively buying and selling portfolio securities, the fund manager adapts to evolving market conditions, tactically adjusting asset allocations to optimize performance. This dynamic strategy is designed to capitalize on market opportunities as they arise, potentially enhancing the fund's ability to meet or exceed its investment goals.