| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KD Keith Dwyer LeClair Wealth Partners LLC | 4,096 | $227,597 | $249,569.28 | $21,972.28 | 9.65% |
| NASDAQ (NMS) Exchange | US Country |
This investment fund focuses on placing capital into a select group of companies within the healthcare sector, including the realms of pharmaceuticals, biotechnology, healthcare services, healthcare technology, medical technology, and life sciences. The fund's strategy is grounded in the identification and investment in companies that are perceived as market leaders in their respective fields, but whose potential for growth and innovation is deemed to be undervalued by the broader market. With a commitment to allocate at least 80% of its assets towards the equity securities of companies within the healthcare domain, the fund aims to offer investors a focused exposure to the promising prospects of healthcare advancements and innovations.
The fund’s investment portfolio encompasses a broad spectrum of financial products geared towards maximizing exposure to the healthcare sector's growth potential while striving to manage investment risk. Below are the core components of the fund's product and service offerings: