| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 3,545 | $141,205 | $168,068.45 | $26,863.45 | 19.02% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 6,738 | $268,374.99 | $319,448.58 | $51,073.59 | 19.03% |
Erik Bonnett Tripletail Wealth Management LLC | 5,175 | $243,924 | $245,346.75 | $1,422.75 | 0.58% |
| NASDAQ (NMS) Exchange | US Country |
The Index Design Group, an affiliate of Pacer Advisors, Inc., which serves as the investment adviser, has developed and upkeeps a proprietary methodology for the construction of an index. This unique approach underpins the foundation of particular investment products, such as funds, which are designed to closely track or replicate the performance of their respective index. The investment strategy primarily involves allocating at least 80% of a fund's total assets into the component securities of the index it aims to mimic or into the underlying holdings of one or more Cash Cows ETFs. This allocation is carefully adjusted to mirror the exact weight those holdings or ETFs represent in the index, ensuring the fund's performance is closely aligned with the index's movements.
This product relates to the unique approach developed by the Index Design Group for creating indexes that serve as the basis for various investment products. This methodology is proprietary, indicating it is unique to the organization and possibly offers a competitive edge in financial and investment product design.
As part of their investment offerings, Cash Cows ETFs (Exchange-Traded Funds) play a significant role. These funds are carefully selected and weighted in the overarching index based on specific criteria to ensure they meet the strategic investment goals. Investing in Cash Cows ETFs involves putting money into a diversified portfolio of stocks or bonds that the ETF holds, which are chosen based on their ability to generate significant cash flow, hence the name "Cash Cows."