| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 40,931 | $1.29M | $1.48M | $197,247.28 | 15.35% |
Jeff Ameen Spire Wealth Management | 33,401 | $1.04M | $1.21M | $174,052.61 | 16.82% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 5,000 | $127,465 | $181,025 | $53,560 | 42.02% |
William Reid Culp III TAGStone Capital Inc. | 7,069 | $219,803.32 | $255,897.8 | $36,094.48 | 16.42% |
Amanda Hawley Atria Wealth Solutions Inc. | 38,212 | $1.11M | $1.38M | $274,528.21 | 24.79% |
| ARCA Exchange | US Country |
The fund focuses on mimicking the economic characteristics of U.S. large cap equity securities. Primarily, it dedicates at least 80% of its net assets to investments that resemble the financial traits of these securities. The fund is also noteworthy for its non-diversified status, suggesting a more concentrated investment approach compared to diversified funds. Its strategy embraces the use of FLEX Options to potentially enhance the fund's adaptability to market conditions and investor needs.
This service is at the core of the fund's strategy, committing at least 80% of the fund's net assets to investments that have economic characteristics similar to U.S. large cap equity securities. This approach targets the growth and stability associated with large cap stocks, aiming to capitalize on their market-leading positions and potential for sustainable returns.
FLEX Options are specialized contracts that allow for the customization of critical terms such as exercise prices, styles, and expiration dates. These options are exchange-traded, providing flexibility and precision in investment strategies. Through FLEX Options, the fund seeks to tailor its investment approach to better align with specific investment objectives and market scenarios, thus offering a possible strategic edge.