| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 72,487 | $3.64M | $3.63M | -$11,882.24 | -0.33% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,508 | $276,368.11 | $275,675.4 | -$692.71 | -0.25% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1 | $50.22 | $50.05 | -$0.17 | -0.34% |
| EM Erin Mccann Simplicity Wealth LLC | 29,724 | $1.49M | $1.49M | -$4,190.37 | -0.28% |
Kevin Zemann WealthPlan Investment Management LLC | 197,158 | $9.85M | $9.87M | $26,678.1 | 0.27% |
| ARCA Exchange | US Country |
The Fund aims to deliver long-term total return by strategically investing across the global fixed income markets. With a flexible investment strategy that does not adhere to a specific benchmark index, the Fund seeks to be adaptive to the ever-evolving market conditions. It focuses on building a diversified portfolio that encompasses various types of debt securities.
The Fund invests in corporate bonds, which are debt securities issued by companies to raise capital. These bonds come with different levels of risk and return, allowing the Fund to select options that align with its strategic objectives.
This includes bonds issued by national governments and is generally considered a safer investment compared to corporate bonds. Government debt typically offers lower yields but provides stability and security to the portfolio.
The Fund also invests in securitized products, which are financial instruments that derive their value from underlying assets such as mortgages or loans. These investments can offer attractive yields and provide exposure to sectors that may not be readily accessible through traditional debt securities.
In its pursuit of maximizing returns, the Fund may include high-yield bonds, also known as junk bonds. These are bonds rated below investment grade and offer higher interest rates due to the increased risk of default, making them suitable for investors seeking higher potential returns.
The Fund may also venture into emerging market debt, which consists of securities issued by countries with developing economies. These investments can be volatile but have the potential for substantial returns, benefitting from the growth of emerging market economies.