| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 8,205 | $210,704 | $217,186.35 | $6,482.35 | 3.08% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 32,597 | $812,643.21 | $862,190.65 | $49,547.44 | 6.1% |
| SC Salvatore Cocivera Cora Capital Advisors LLC | 15,738 | $392,423.18 | $416,427.48 | $24,004.3 | 6.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 93 | $2,360 | $2,450.09 | $90.09 | 3.82% |
| RN Ron New Whipplewood Advisors LLC | 405 | $10,097 | $10,663.65 | $566.65 | 5.61% |
| NASDAQ (NMS) Exchange | US Country |
Sei Exchange Traded Funds - Liquid Alternative ETF is a notable financial product developed and managed by SEI Investments Management Corporation. With collaboration from Dynamic Beta Investments LLC, this fund aims to cater to investors looking for diversification and risk management through its unique investment approach. The fund primarily invests in the public equity markets and fixed income securities within the United States, focusing on a range of sectors. Utilizing proprietary research methods, Sei Exchange Traded Funds - Liquid Alternative ETF seeks to create a well-rounded portfolio that offers liquid alternatives in the marketplace. The fund is registered and operates under U.S. jurisdiction, ensuring compliance with local regulatory standards.
The primary offering of Sei Exchange Traded Funds - Liquid Alternative ETF is its exchange traded fund, which provides investors with a vehicle to trade shares of the fund on public exchanges. This allows for real-time pricing and greater liquidity compared to traditional mutual funds.
The fund invests across a variety of sectors, ensuring a balanced portfolio that reduces exposure to market volatility. By holding stocks from diverse industries, the fund aims to capitalize on different growth opportunities and shield itself from sector-specific downturns.
Employing a proprietary research approach, the fund is able to identify promising investment opportunities and risks effectively. This research underpins the fund’s investment decisions, contributing to its strategic asset allocation and overall performance.
By participating in both equity and fixed income markets, the fund offers a comprehensive investment strategy. This dual focus allows investors to benefit from stock market growth while simultaneously enjoying the stability provided by fixed income securities.
The fund is managed by SEI Investments Management Corporation in conjunction with Dynamic Beta Investments LLC, both of which bring extensive experience and expertise in investment management. This seasoned management team aims to deliver value to investors through disciplined investment strategies.