Inspire Momentum ETF (GLRY) is an actively managed ETF invested in 34 companies complying with biblical and ethical values. GLRY has significant exposure in technology and industrials, with growth characteristics. GLRY has greatly outperformed a benchmark over the last 6 months, but has lagged behind it since inception.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,241 | $151,912.62 | $174,644.38 | $22,731.76 | 14.96% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 7,264 | $269,914 | $300,511.68 | $30,597.68 | 11.34% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,608 | $257,441.82 | $315,009.24 | $57,567.42 | 22.36% |
Dane Grouell Turning Point Benefit Group, Inc. | 11,241 | $376,023.03 | $461,948.89 | $85,925.86 | 22.85% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 73 | $2,289.52 | $2,988.98 | $699.46 | 30.55% |
| ARCA Exchange | US Country |
The fund operates as an actively managed exchange traded fund (ETF), focusing its investment strategy primarily on midcap stocks. By dedicating at least 80% of its net assets in addition to any borrowings for investment purposes towards midcap companies, the fund aims to capitalize on the growth potential of these businesses. Midcap companies, as defined by the Adviser of the fund, comprise those entities that represent the second largest 10% of the U.S. equity market, positioning the fund to target a specific segment within the market that may offer unique investment opportunities.
This product involves investing primarily in midcap stocks, following a strategy that allows for dynamic management in response to market changes. The fund's management actively selects stocks based on the Adviser’s criteria, aiming to outperform passive index strategies by adapting to evolving market dynamics.
Focusing on the second largest 10% of the U.S. equity market, the fund specializes in investing in midcap companies. These companies are considered by the fund's Adviser to offer a balanced mix of growth potential and stability, differentiating them from large-cap companies with slower growth rates and small-cap companies with higher risk profiles.