| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 223 | $13,695 | $15,400.38 | $1,705.38 | 12.45% |
| BATS Exchange | US Country |
The described fund is a financial instrument that primarily focuses on investing in medium-sized companies, which are determined based on their market capitalization fitting within the range of the Russell Midcap Index. This investment approach shows a clear preference for companies that are neither too large to lack flexibility nor too small to have established a stable position in the market. The fund's investment strategy is characterized by a blend of fundamental research and systematic portfolio construction, managed by a subadviser. This blend aims to identify companies with the potential for growth or value that may not be fully recognized by the market. The fund's commitment to invest at least 80% of its assets in equity and equity-related securities of medium-sized companies underscores its focused investment philosophy.
The fund offers a unique product and service mix, centered around its investment in medium-sized companies: