| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 125,745 | $9.22M | $9.72M | $496,645.89 | 5.39% |
Christopher C. Powers Farther Finance Advisors, LLC | 599 | $44,897.15 | $45,981.7 | $1,084.55 | 2.42% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,334 | $374,441.6 | $414,425.13 | $39,983.53 | 10.68% |
| NASDAQ (NMS) Exchange | US Country |
The company, guided by Principal Global Investors, LLC (PGI), focuses on investments primarily in equity securities. Through an approach centered on a proprietary quantitative model, the firm aims to identify and invest in equity securities from the S&P 500 Index and S&P 400 Index. These selected equities are chosen based on criteria such as quality, growth potential, and pricing power, indicating the company's preference for companies with stable and promising financial attributes. The investment strategy prominently leans towards the healthcare and information technology sectors, suggesting a focus on industries known for innovation and rapid growth. This tailored investment methodology underlines the company's strategy to capitalize on industry sectors that show resilience and potential for substantial returns.
The core of the company's offerings revolves around investments in equity securities. By aiming to invest in companies listed within the S&P 500 and S&P 400 Indices that show promise in terms of quality, growth, and pricing power, it offers its clients the opportunity to participate in the growth of these carefully selected enterprises. This service is particularly appealing to investors looking for exposure to well-researched stocks with solid fundamentals.
A distinguishing feature of the company’s investment process is its reliance on a proprietary quantitative model. This model is essential for the identification of high-potential equity securities within the specified indices. The quantitative approach allows for an objective and data-driven process, enhancing the potential for higher investment returns by focusing on quality, growth, and pricing power as key selection criteria.
The company’s investment strategy includes a significant focus on the healthcare and information technology sectors. These sectors are chosen for their high growth potential and resilience, offering investors the chance to invest in industries leading in innovation and advancement. Such targeted investments are designed to tap into sector-specific trends and dynamics, potentially yielding higher returns as these sectors evolve.