| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Landaas & Company Landaas & Co | 4,400 | $168,036.05 | $459,074 | $291,037.95 | 173.2% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 3,706 | $216,520.57 | $386,546.92 | $170,026.35 | 78.53% |
Kyle P. Smith NewEdge Wealth LLC | 7,215 | $430,914.9 | $750,648.6 | $319,733.7 | 74.2% |
Alexandria Fry Dentgroup LLC | 14,242 | $940,300.28 | $1.48M | $541,579.82 | 57.6% |
| RS Ryan Sanford Elevation Capital Advisory LLC | 24,556 | $2.21M | $2.56M | $348,449.64 | 15.79% |
| ARCA Exchange | US Country |
The company operates a fund focused on investing in U.S. equities, specifically targeting large to mid-capitalization companies that exhibit a blend of growth and value characteristics. These investment decisions are guided by a proprietary index methodology developed by Morningstar, Inc., ensuring a strategic approach to selecting stocks that align with the fund’s investment criteria. By aiming to invest at least 80% of its assets directly in the securities making up its underlying index or in financial instruments that closely mimic the economic characteristics of these securities, the fund seeks to mirror the performance of its benchmark index. This strategy is designed to provide investors with a balanced exposure to companies that are not only growing but are also considered to be of good value.
This product focuses on investing in the equity of companies with large to mid-level market capitalizations in the United States. By selecting companies that show both growth and value traits according to Morningstar, Inc.'s methodology, the fund aims to offer a balanced and diversified portfolio to its investors.
The fund employs a strategy that involves investing a minimum of 80% of its total assets in the stocks constituting its underlying index or in financial instruments that have economic characteristics nearly identical to these stocks. This approach hinges on mirroring the performance of its benchmark index, which is comprised of U.S. stock issued by companies that align with the fund's growth and value investment criteria. By doing so, it strives to achieve a performance closely tied to the measured success of selected U.S. equities.