| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 842 | $40,010.43 | $48,878.1 | $8,867.67 | 22.16% |
Austin Private Wealth Austin Private Wealth LLC | 6,232 | $270,708.47 | $361,518.32 | $90,809.85 | 33.55% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 205 | $11,334.45 | $11,957.65 | $623.2 | 5.5% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,596 | $121,431.46 | $151,307.86 | $29,876.4 | 24.6% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 417 | $17,235.47 | $24,304.84 | $7,069.37 | 41.02% |
| ARCA Exchange | US Country |
The fund is designed to achieve superior returns compared to the MSCI World ex USA Index by emphasizing components with higher LCETR (Low Carbon Energy Transition Readiness) scores, based on proprietary research by BFA. It targets the price and yield performance of the index, which consists of large and mid-capitalization companies in developed markets outside of the United States. By selecting stocks that are part of this index, the Advisor aims to capitalize on the global diversified market while excluding U.S. equities to provide investors with growth opportunities in international markets. The focus on LCETR scores ensures a commitment to environmentally responsible investments, aligning with growing interest in sustainable and green investing practices.
This product aims to mirror the performance of the MSCI World ex USA Index by investing in a diversified portfolio of large- and mid-cap stocks across developed markets, excluding the United States. The portfolio is selected based on the index components, ensuring a broad exposure to international markets and sectors. The objective is to achieve returns comparable to the index, before accounting for fund expenses, by leveraging the expertise of the Advisor in selecting high-performing securities.
The fund places a significant emphasis on LCETR scores for selecting securities, reflecting an advanced approach to sustainable investing. This strategy involves assessing companies based on their readiness and commitment to transitioning towards low-carbon energy sources and sustainable practices. The aim is to invest in firms that not only show potential for robust financial performance but also align with environmental goals, thereby appealing to socially responsible investors who prioritize green and ethical considerations in their investment choices.