| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 375 | $7,218.75 | $8,268.75 | $1,050 | 14.55% |
Ryan Sanford Elevation Capital Advisory LLC | 59,797 | $1.32M | $1.32M | -$5,979.64 | -0.45% |
| BP Brett Pohl Kingdom Financial Group LLC | 9 | $194 | $198.54 | $4.54 | 2.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,762 | $75,730.17 | $82,839.24 | $7,109.07 | 9.39% |
| BATS Exchange | US Country |
The company operates as an investment fund, aiming to align closely with the performance and characteristics of its underlying index. It commits at least 80% of its assets to securities that are part of its underlying index or those with similar economic features. The goal is to achieve a balance between high current income and long-term capital appreciation. This is pursued through a fund-of-funds strategy, implying that it invests mainly in the securities of other funds which, in turn, target their respective underlying indexes.