| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 52,020 | $1.42M | $1.78M | $362,120.02 | 25.53% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 12,659 | $366,273.29 | $433,190.98 | $66,980.98 | 18.29% |
| ARCA Exchange | US Country |
This company is committed to providing investment opportunities in small-cap companies through funds primarily focused on equity securities issued within the United States. By aiming to track the performance of the S&P SmallCap 600 Index, the company intends to cater to investors seeking exposure to the small-cap market. With a strategy that mandates investing at least 80% of its net assets in equity securities, predominantly common stocks of small-cap companies, the fund seeks to leverage the growth potential inherent in this sector. The focus on small-cap equities reflects a belief in the capacity of these businesses to offer substantial returns, despite the increased risk associated with smaller market capitalizations.
The company specializes in offering investment opportunities in small-cap equity securities, specifically targeting companies domiciled in the United States. This service is tailored for investors looking to gain exposure to the small-cap segment of the market, which is often characterized by a higher potential for growth compared to larger, more established companies. The investment strategy is centered around tracking the S&P SmallCap 600 Index, a reflection of the company's commitment to mirroring the performance and risk profile of this specific segment.