| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 797 | $44,710.69 | $69,637.87 | $24,927.18 | 55.75% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 1,464 | $110,180.64 | $128,597.76 | $18,417.12 | 16.72% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 29,253 | $2.04M | $2.57M | $527,431.59 | 25.82% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,215 | $435,160.43 | $543,812.5 | $108,652.07 | 24.97% |
| DP Drew Phillips Fortitude Family Office LLC | 13,600 | $1.02M | $1.19M | $164,141 | 16.04% |
| NASDAQ (NMS) Exchange | US Country |
The fund is dedicated to investing in U.S. companies with large market capitalizations that not only meet specific financial criteria but also adhere to stringent environmental, social, and governance (ESG) standards. By focusing on these criteria, the fund aims to offer investors exposure to companies that are not just financially sound but also operate responsibly and sustainably. It seeks to achieve its investment objective by allocating at least 80% of its net assets, along with any borrowings for investment purposes, if any, into equity securities or other forms of investments that bear similar economic characteristics.
Investments in equity securities or stocks of U.S. companies with large market capitalizations. This forms the core of the fund's investment strategy, focusing on companies that demonstrate solid financial performance and have a significant impact on the market.
The fund integrates environmental, social, and governance (ESG) considerations into its investment analysis and decision-making processes. This ensures that the investments made are not only financially viable but also responsible and sustainable. By adhering to ESG criteria, the fund aims to contribute to positive societal impacts while targeting financial returns.
When necessary and deemed strategically advantageous, the fund may employ borrowings to further its investment objectives. This leverages additional capital to invest in equity securities or similar instruments, aiming to enhance the potential for income and capital growth beyond what the fund's net assets alone might achieve.