| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 162 | $3,423.78 | $3,288.6 | -$135.18 | -3.95% |
Michael Byun SageView Advisory Group LLC | 34,459 | $734,622.03 | $700,953.61 | -$33,668.42 | -4.58% |
| BP Brett Pohl Kingdom Financial Group LLC | 664 | $14,329.1 | $13,505.76 | -$823.34 | -5.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,502 | $194,241.64 | $192,890.6 | -$1,351.04 | -0.7% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 296 | $6,212 | $6,008.8 | -$203.2 | -3.27% |
| ARCA Exchange | US Country |
The company in discussion is distinguished by its commitment to integrating Environmental, Social, and Governance (ESG) criteria into its investment strategies, concentrating particularly on the fixed-rate corporate bond market within the United States. This focus demonstrates a dedication to responsible investing by considering the broader impact of investment choices beyond purely financial returns. The company operates a specialized index that meticulously selects securities from the Bloomberg U.S. High Yield Very Liquid Index (the “Base Index”), which serves as a comprehensive platform for U.S. dollar-denominated, high yield fixed-rate corporate bonds. The essence of their operation lies in the commitment to invest a significant portion of its assets in those securities that meet its ESG criteria, thereby contributing to a financial environment that values sustainability and responsible governance alongside economic gains.
The company offers a succinct range of products and services designed to cater to investors who are keen on integrating ESG principles into their investment portfolios. These can be detailed as follows: