| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 16 | $1,424 | $1,881.92 | $457.92 | 32.16% |
Andrew Agosta Prosperity Financial Group, Inc. | 51,257 | $4.57M | $6M | $1.43M | 31.32% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,263 | $189,085.63 | $264,748.37 | $75,662.74 | 40.02% |
| ARCA Exchange | US Country |
The fund detailed in the description is an investment fund designed to cater to investors looking for capital appreciation. By allocating at least 65% of its total assets in equity and equity-related securities, the fund aims to invest in companies that show strong potential for growth. The investment advisor's strategy involves focusing on companies of various sizes, including small, medium, and large-capitalization stocks, with a preference for investments in medium- to large-cap companies. This fund stands out for its non-diversified status, meaning it may concentrate its investments more heavily in fewer securities, increasing its risk and potential reward profile compared to diversified funds.
This service involves the strategic investment in equity and securities related to companies believed to have a high potential for capital appreciation. The fund focuses on securities that represent ownership in companies, including common stocks, potentially leading to gains through increased stock values and dividends.
The fund offers investment opportunities across companies of various sizes. This includes small-cap companies that might offer high growth potential, medium-cap companies that balance growth with stability, and large-cap companies that are generally well-established market leaders with a potential for steady growth. The primary investments tend to favor the stability and potential of medium- to large-cap companies.
Adopting a non-diversified investment strategy, the fund may focus its investments more intensely in a limited number of securities or market sectors. This approach can lead to higher volatility and risk but also offers the potential for significant capital appreciation if the selected securities perform well.