| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RZ Richard Zito Flynn Zito Capital Management LLC | 584,985 | $14.57M | $21.73M | $7.15M | 49.08% |
Kyle P. Smith NewEdge Wealth LLC | 14,802 | $342,806.89 | $549,154.2 | $206,347.31 | 60.19% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 29,431 | $773,953.5 | $1.09M | $320,879.7 | 41.46% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 24,452 | $821,098.16 | $914,260.28 | $93,162.12 | 11.35% |
| WJ William Jollie Quent Capital LLC | 579 | $18,788.55 | $21,382.47 | $2,593.92 | 13.81% |
| ARCA Exchange | US Country |
The company is focused on providing investment solutions that aim to replicate the performance of an equity benchmark for international stocks from developed markets. This benchmark is notable for its approach to currency risk, with around half of the currency exposure of the securities it encompasses being "hedged" against the U.S. dollar. This hedging strategy is applied on a monthly basis, aimed at protecting against currency fluctuations that could affect the dollar value of these international investments. The company commits at least 80% of its net assets, in addition to any funds borrowed for investment purposes, to securities and other financial instruments that are part of this underlying index. This strategy indicates a strong alignment with the index's performance and a significant commitment to its hedging approach to currency risk.
Focused on tracking an international developed markets equity benchmark, the company invests primarily in a mix of stocks that are part of this index. The primary objective is to replicate the performance of the benchmark, offering investors exposure to a diversified portfolio of international companies. This service appeals to those looking to invest in developed markets outside of the U.S., providing a straightforward way to gain such exposure through a single investment.
Approximately half of the currency exposure of the international stocks included in the benchmark is hedged against the U.S. dollar. This hedging strategy is implemented on a monthly basis, aiming to mitigate the impact of currency fluctuations on the investment's value. This service is particularly valuable for investors who are concerned about the risk that currency movements pose to international investments, offering a layer of protection against this uncertainty.