| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 5,563 | $177,515.33 | $194,342.29 | $16,826.96 | 9.48% |
Jeffrey Jones Cypress Financial Planning LLC | 14,195 | $456,625.39 | $496,839.19 | $40,213.8 | 8.81% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 403,336 | $13.19M | $14.12M | $926,836.47 | 7.03% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 7,620 | $243,154 | $265,328.4 | $22,174.4 | 9.12% |
| BATS Exchange | United States Country |
The described company is an investment fund that dedicates a significant portion of its assets to acquiring equity securities of large-capitalization companies based in the United States. With a focus on investing at least 80% of its net assets in such investments, the fund aims to provide its investors with exposure to the performance of the U.S.'s largest and typically most established companies. Being non-diversified, this fund may invest more heavily in a smaller number of securities, potentially increasing its volatility compared to more diversified funds. This focus is intended to attract investors seeking growth through exposure to leading companies in the U.S. equity market.
This product includes investments in equity securities, such as stocks, of large-capitalization companies in the United States. These are companies typically recognized for their market stability, solid growth prospects, and substantial market values. By focusing on this segment, the fund aims to leverage the potential for steady growth and significant returns through investments in leading U.S. companies.
As a non-diversified fund, this product invests a larger portion of its assets in fewer securities compared to diversified funds. This focus allows for potentially higher returns from its chosen investments but comes with an increased level of risk. Investors in this fund should be comfortable with the possibility of greater volatility in their investment value.