| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 30 | $1,307.4 | $1,409.7 | $102.3 | 7.82% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 180 | $8,267.4 | $8,438.4 | $171 | 2.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,261 | $339,221.83 | $384,602.42 | $45,380.59 | 13.38% |
Lance Johnson ROI Financial Advisors, LLC | 44,744 | $1.48M | $2.08M | $605,957.94 | 40.99% |
Heather Scully NWF Advisory Services Inc. | 9,407 | $422,322.24 | $443,869.29 | $21,547.05 | 5.1% |
| NASDAQ (NMS) Exchange | US Country |
The company operates as an investment fund that specifically focuses on the utilities sector, leveraging a strategy grounded in identifying and investing in utilities companies with strong momentum characteristics. It aims to closely track the performance of an underlying index, dedicated to utilities companies, by investing at least 90% of its total assets in the securities that make up this index. The strategy is predicated on the belief that companies within the utilities sector that exhibit powerful relative strength or momentum can offer attractive investment opportunities. Through this approach, the fund seeks to provide its investors with a targeted, sector-specific investment option that capitalizes on the performance of utilities companies with significant growth potential.
This fund is designed for investors looking to capitalize on the growth and momentum of companies within the utilities sector. By investing primarily in securities that are part of its underlying index, which consists of at least 30 utilities companies exhibiting strong momentum characteristics, the fund aims to mirror the performance of this niche market segment closely. This investment product is suited for those who believe in the stability and growth potential of the utilities sector, offering a focused and strategic exposure to its performance.