| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samuel Bridgers, III Redwood Wealth Management Group LLC | 351,531 | $2.54M | $2.49M | -$59,460.25 | -2.34% |
| NASDAQ Exchange | US Country |
The company operates as an investment fund that primarily focuses on investing in equity securities of U.S. and foreign companies which demonstrate significant potential for long-term growth across all market capitalizations. The fund is designed for investors seeking exposure to a diversified portfolio that includes both domestic and international equities. The company's strategy involves identifying companies that possess above-average growth prospects compared to their peers. With a policy of investing at least 50% of its net assets in companies whose market capitalization at the time of purchase falls within the range of companies listed in the Russell 1000® Index, the fund seeks to balance its investments between well-established and emerging companies to optimize growth opportunities for its investors.
The fund invests in equity securities of companies, both in the U.S. and internationally, that show promising long-term growth potential. This includes a wide array of sectors and industries, giving investors a comprehensive exposure to global equity markets.
It specializes in investing across all market capitalization ranges, ensuring a diversified investment portfolio. By targeting companies within the market capitalization range of those in the Russell 1000® Index for at least half of its net assets, the fund focuses on a mix of large-cap to emerging growth companies.