| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 2,540 | $64,577.03 | $68,757.8 | $4,180.77 | 6.47% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 11,642 | $284,701.99 | $328,536.08 | $43,834.09 | 15.4% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 71,289 | $1.75M | $2.01M | $263,474.01 | 15.07% |
| ARCA Exchange | US Country |
The fund primarily focuses on investing in the equity securities of companies located in China, including its administrative regions such as Hong Kong and Macau. By allocating at least 80% of its net assets, which also consider borrowings for investment purposes, the fund strategically seeks to tap into the growth potential of the Chinese market. The emphasis is on selecting companies that exhibit sustainable growth characteristics, grounded in robust fundamental analyses. This approach underscores the fund's objective to capitalize on the economic dynamism present within China's borders, aiming to generate substantial returns for its investors by leveraging the region's rapid development and evolving market landscape.
Central to its strategy, the fund invests primarily in the common and preferred stocks of companies based in China. This includes a wide spectrum of sectors, leveraging the country's burgeoning economy and innovation landscape. The focus on common and preferred stocks allows the fund to tap into the equity growth potential while seeking to manage investment risk through diversified holdings.
The fund's investment strategy is geographically concentrated on China and its administrative districts, namely Hong Kong and Macau. This focus stems from the belief in the region's unique economic and market potential. By targeting investments within these areas, the fund aims to benefit from the various growth opportunities presented by China's expansive and diverse economic environment.
In selecting investment targets, the fund employs a rigorous analysis of the fundamental characteristics of companies, with a particular emphasis on those capable of sustaining growth over the long term. This approach is grounded in the belief that companies exhibiting solid fundamentals, such as strong balance sheets, earnings growth, and competitive advantages, are likely to succeed in the dynamic and competitive Chinese market.