| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DM David Mailloux WealthCare Investment Partners LLC | 6,095 | $121,888.37 | $286,678.32 | $164,789.95 | 135.2% |
| CB Catherine Bluvol Next Level Private LLC | 268,851 | $11.46M | $12.53M | $1.06M | 9.29% |
Andrew Agosta Prosperity Financial Group, Inc. | 89,599 | $3.07M | $4.16M | $1.09M | 35.62% |
Andrea Butler Sequent Planning LLC | 101,539 | $4.42M | $4.72M | $297,263.76 | 6.72% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 43 | $1,672 | $1,993.26 | $321.26 | 19.21% |
| ARCA Exchange | US Country |
This fund, managed by Putnam Investment Management, LLC (Putnam Management), primarily focuses on investing in common stocks of large U.S. companies, with a particular emphasis on growth stocks. It is designed to follow a strategy that allocates at least 80% of its net assets to companies whose market capitalization is similar to those indexed in the Russell 1000 Growth Index. The investment strategy hinges on evaluating various factors including a company's valuation, financial strength, potential growth, competitive positioning within its industry, as well as projected future earnings, cash flows, and dividends. The fund's investment decisions are aimed at balancing risk and growth potential, adhering to a non-diversified investment approach.
Primarily, the fund invests in common stocks of large U.S. companies that show promising growth potential. By focusing on growth stocks, the fund targets companies that are expected to grow at an above-average rate compared to other companies. This includes looking into their revenue and earnings growth, among other growth indicators.
The fund dedicates at least 80% of its net assets to investments in companies with a market capitalization similar to those listed in the Russell 1000 Growth Index. This index is a benchmark that represents the high-growth segment of the U.S. equity market, composed of companies that exhibit growth characteristics.
When deciding to buy or sell investments, Putnam Management conducts a thorough analysis of potential investments. This comprehensive approach includes evaluating a company's valuation, its financial health, the potential for growth, its position within its industry, and projections for future earnings, cash flows, and dividends. Such a meticulous strategy aims to ensure that the fund’s investments are well-grounded and aligned with its growth-focused investment philosophy.