| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 10,571 | $387,215.73 | $436,582.3 | $49,366.57 | 12.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 50 | $1,851.84 | $2,065 | $213.16 | 11.51% |
| JH Julie Hazzard 10Elms LLP | 2,336 | $85,571 | $96,476.8 | $10,905.8 | 12.74% |
| ARCA Exchange | US Country |
This fund operates as an actively managed investment vehicle, focusing on dynamic asset allocation across a variety of underlying funds. Its core strategy revolves around adjusting and realigning its asset distribution based on an internally developed investment approach. This adaptive investment philosophy allows the fund to navigate various market conditions, aiming to capitalize on potential returns while managing risk. By employing a hands-on management style, the fund seeks to achieve its investment objectives through tactical asset allocation and continuous portfolio optimization.
This service underlines the proactive approach the fund takes in managing investments. By actively monitoring market trends and adjusting asset allocations accordingly, the fund aims to outperform passive investment strategies and generate competitive returns for its investors. This involves frequent analysis and rebalancing of the portfolio to ensure it aligns with the fund's strategic investment outlook.
The fund employs sophisticated asset allocation strategies designed to optimize the risk-return profile of the investment portfolio. Through diversification across multiple underlying funds, the investment team seeks to spread risk and tap into a variety of growth opportunities. This thorough approach to asset allocation is central to the fund's effort to achieve long-term financial goals.
Investing in a mix of underlying funds is a cornerstone of the fund's strategy, offering investors exposure to a broad range of assets, including equities, fixed income, and alternative investments. This method allows the fund to diversify its investment base and benefit from the expertise of specialized fund managers. It's an effective way to access a wide array of market segments and industries, potentially enhancing portfolio performance.