As the ETF universe continues to grow with new launches, advisors and investors shouldn't lose sight of established, consistently performing strategies. The actively managed American Century Focused Dynamic Growth ETF (FDG) and the American Century Focused Large Cap Value ETF (FLV) recently crossed five years in trading at the end of March.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 41,744 | $2.64M | $3.47M | $835,431.8 | 31.67% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 8,282 | $492,350.14 | $689,145.22 | $196,795.08 | 39.97% |
Kimberly Cappellano Private Wealth Asset Management LLC | 103 | $7,209.12 | $8,570.63 | $1,361.51 | 18.89% |
Jay Richards Investment Advisory Group LLC | 3,100 | $216,555 | $257,951 | $41,396 | 19.12% |
| BP Brett Pohl Kingdom Financial Group LLC | 494 | $37,459.02 | $41,668.9 | $4,209.88 | 11.24% |
| ARCA Exchange | US Country |
This entity operates as an investment fund focused on allocating assets predominantly in large-capitalization companies, aiming to offer investors exposure to firms with significant market capitalization under normal market conditions. The fund is managed by a team of portfolio managers who employ a strategic approach to invest at least 80% of the fund's assets in the securities of large cap companies. Investment decisions are based on rigorous valuation criteria, with the management team ready to divest from stocks that no longer meet these standards, presenting undue risk, or when superior investment opportunities emerge. Furthermore, the investment approach is dynamic, allowing adjustments in response to specific events that might affect the stock's future prospects.
The core offering involves investing a significant portion of the fund's assets in large capitalization stocks. These are shares of large companies, often industry leaders with substantial market values, providing stability and potential for growth. This investment focus is designed for investors seeking exposure to well-established firms with a track record of performance.
The fund is managed by experienced portfolio managers who actively monitor the performance and prospects of included stocks. Stocks are selected based on detailed valuation criteria. Managers may decide to sell off holdings that no longer meet these criteria, such as when a stock's perceived risk outweighs potential returns, or when an event materially changes the company's outlook. The active management approach ensures the fund is constantly aligned with its investment objectives, adapting to changing market conditions to seek optimal performance.
As part of its investment strategy, the fund's management actively seeks more attractive investment alternatives and reallocates assets accordingly. This could involve shifting investments to sectors or stocks demonstrating greater growth potential or better risk-reward profiles. Such strategic moves are aimed at enhancing the fund's overall performance while adhering to its focus on large capitalization companies.