| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| UAG United Advisor Group LLC United Advisor Group, LLC | 8,479 | $269,208 | $301,174.08 | $32,008.48 | 11.89% |
Angela Pompian Sunpointe, LLC | 8,458 | $268,542 | $300,428.16 | $31,928.45 | 11.89% |
| BIA Baer Investment Advisory LLC Baer Investment Advisory LLC | 21,342 | $677,609 | $758,067.84 | $80,565.55 | 11.89% |
Tim Thomas Members Wealth LLC | 64,068 | $2.16M | $2.28M | $118,088.74 | 5.47% |
| HAP Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 76 | $2,427 | $2,699.52 | $272.9 | 11.24% |
| AMEX Exchange | US Country |
The Lazard International Dynamic Equity ETF is an actively managed exchange-traded fund designed to achieve long-term capital appreciation. This fund primarily targets equity securities of companies based outside of the United States. Utilizing a quantitatively driven, bottom-up stock selection approach, Lazard employs a proprietary quantitative model to identify significant investment opportunities. The criteria focus on evaluating companies that are perceived as undervalued, measuring factors such as earnings, cash flow, and asset values, allowing for comprehensive analysis across various financial metrics. The fund maintains flexibility, investing across different market capitalizations, including small, mid, and large-cap companies, and it may also seek opportunities within emerging markets.
The primary product of the Lazard International Dynamic Equity ETF is its investment portfolio, primarily comprising equity securities from non-U.S. companies. This diversified approach allows investors to participate in international markets and capture growth potential outside the U.S.
The fund employs a scientifically driven, quantitative stock selection process, enabling the identification of undervalued companies. This involves analyzing financial metrics such as earnings reports, cash flow statements, and asset valuations to ensure informed investment decisions are made.
The ETF's portfolio is designed to include equities of varying market capitalizations, allowing for a balanced approach to risk and return. By investing in small, mid, and large-cap stocks, the fund can better capture growth opportunities from different segments of the market.
This ETF incorporates investments in emerging markets, tapping into the significant growth potential that these regions offer. By strategically investing in fast-growing areas, the fund aims to enhance overall portfolio performance.
The actively managed approach provides the flexibility to adapt to market conditions and capitalize on emerging investment trends, differentiating the fund from traditional passive investment strategies. This proactive management style is aimed at maximizing returns through timely adjustments to the portfolio.