| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,562 | $20,393.52 | $22,443.12 | $2,049.6 | 10.05% |
Andrew Bowers BridgePort Financial Solutions, LLC | 20,739 | $189,444.15 | $180,740.38 | -$8,703.77 | -4.59% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1,511 | $12,232 | $13,093.57 | $861.57 | 7.04% |
| ARCA Exchange | US Country |
The fund described is an actively-managed Exchange-Traded Fund (ETF) that primarily targets large-capitalization companies across both developed and emerging markets. Its investment strategy focuses on building a portfolio of approximately 25 to 35 common stocks. This targeted approach allows for a concentrated investment in non-U.S. equity securities, underlining the fund's commitment to seeking out significant growth opportunities outside of the United States. Despite its global outreach, the fund maintains a non-diversified status, which suggests it may invest more heavily in fewer sectors or companies, potentially increasing risk and return.
The fund offers a range of investment opportunities centered around large-capitalization companies. Its services are designed to cater to investors looking for exposure to non-U.S. markets, as well as those interested in a concentrated investment approach. Below are the key components of the fund's offering: