| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,222 | $40,377.98 | $55,405.48 | $15,027.5 | 37.22% |
Jeff Ameen Spire Wealth Management | 6,528 | $225,020.16 | $294,282.24 | $69,262.08 | 30.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,712 | $1.07M | $1.53M | $460,654.61 | 43.15% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 22 | $884.48 | $1,009.03 | $124.55 | 14.08% |
VestGen Advisors LLC VestGen Advisors LLC | 5,826 | $229,602.66 | $267,532.25 | $37,929.59 | 16.52% |
| ARCA Exchange | US Country |
The fund is an investment vehicle that focuses on amassing a diversified portfolio of equity securities. Targeting companies with a robust market capitalization of at least $1 billion at the time of initial purchase, the fund aims to leverage the financial stability and growth potential of these large entities. While it maintains a broad diversification across its investments, the fund possesses the flexibility to concentrate its financial resources in specific sectors, industries, or groups of industries, depending on where it identifies the most promising investment opportunities. This approach allows the fund to not only spread its risk across various assets but also to capitalize on the growth dynamics of particular market segments.
This product focuses on investing in a wide range of equity securities, ensuring a diversified investment strategy. By spreading investments across multiple companies with market capitalizations of at least $1 billion, the fund aims to mitigate individual investment risks while capitalizing on the potential for collective growth. This diversity is a cornerstone of the fund's approach to investment, seeking stability in the aggregate performance of its selected securities.
While the fund's primary goal is diversification, it also offers the option to focus investments in specific sectors or industries. This allows for targeted investment strategies that can take advantage of growth trends within particular market segments. The flexibility to concentrate investments in this manner enables the fund to pursue higher returns by leveraging insights into sectoral strengths and dynamics, all while maintaining a base level of diversification to safeguard against sector-specific risks.