| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 1,900 | $54,207.71 | $79,933.38 | $25,725.67 | 47.46% |
Millstone Evans Group LLC Millstone Evans Group LLC | 132 | $4,903 | $5,607.37 | $704.37 | 14.37% |
| IAL IFC Advisors LLC IFC Advisors LLC | 48,962 | $1.79M | $2.08M | $284,945.75 | 15.88% |
| ARCA Exchange | US Country |
The fund focuses on investing primarily in the common and preferred stocks of companies located within emerging market countries. With the goal of achieving sustainable growth, the fund channels at least 80% of its net assets, including any borrowings for investment purposes, into these markets. The investment strategy hinges on a thorough analysis of fundamental company characteristics such as financial health, balance sheet robustness, workforce size, cash flow stability, management quality, product diversification, marketing tactics, corporate governance, and more. This rigorous assessment framework aims to identify companies that not only exhibit current financial strength but also possess long-term growth potential.
The fund offers investment products and services that target emerging market sectors, focusing on two main types of stock investments: