| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin J. Jones National Wealth Management Group, LLC | 47,076 | $2.64M | $2.54M | -$101,241.84 | -3.84% |
| ARCA Exchange | US Country |
The fund focuses on generating income through investments in the aerospace and defense sectors. By dedicating at least 80% of its net assets to income-producing equity securities within these industries, the fund aims to achieve its investment objective under normal market conditions. The aerospace and defense sectors encompass a wide range of companies, including those involved in the manufacturing, assembling, and distribution of aircraft and parts, as well as companies producing components and equipment for military use. This investment strategy targets sectors known for their significant contributions to global defense capabilities and advancements in aviation technology.
Investments are focused on equity securities that are expected to generate income. These securities can include stocks in companies that pay dividends, which may offer investors a consistent income stream in addition to potential capital gains from the stock value appreciation.
The fund invests in companies involved in the aerospace industry. This includes manufacturers, assemblers, and distributors of aircraft and aircraft parts. Investing in this sector capitalizes on the growing demand for commercial and military aviation, technological advancements, and the global expansion of air travel.
Allocations are made to companies in the defense industry, covering producers of military aircraft, radar equipment, weapons, and other components and equipment essential for national defense. This sector benefits from governmental defense spending, innovation in military technology, and global security concerns.