| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 453 | $24,348.75 | $29,843.64 | $5,494.89 | 22.57% |
Michael Byun SageView Advisory Group LLC | 1,966 | $116,111 | $130,218.01 | $14,107.01 | 12.15% |
Alisha Arvold Christopher J. Hasenberg, Inc | 257 | $12,659.1 | $16,917.02 | $4,257.92 | 33.64% |
Steven JE Manders BKM Wealth Management, LLC | 16,831 | $992,819 | $1.12M | $123,328.76 | 12.42% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 216 | $11,328.88 | $14,237.64 | $2,908.76 | 25.68% |
| ARCA Exchange | US Country |
The company operates as an investment fund prioritizing equity investments within the United States, strongly focusing on companies that showcase strong indications of quality and value. By committing at least 80% of its total assets to the securities that make up its underlying index, the fund aims to mirror the equity market performance of select U.S.-based companies. These selections are made based on specific investment style criteria, namely quality and value factors, guiding the fund's strategy towards investing in companies believed to offer sustainable financial performance and attractive valuations. This strategic focus is designed to capitalize on the potential for long-term growth and value creation, offering investors a targeted approach to equity investment within the dynamic and diverse U.S. market.
The core service involves tracking the performance of the U.S. equity market, specifically targeting companies that meet rigorous quality and value criteria. This service is designed for investors looking to invest in a curated selection of companies, with the aim of achieving growth through carefully chosen investments that reflect both the stability of quality and the potential upside of undervalued assets.
Guided by the principles of quality and value, the fund employs a meticulous selection process to invest in companies. This approach leverages a strategic focus on these investment styles, aiming to identify companies that not only possess solid fundamentals but are also priced attractively relative to their intrinsic value. It is an ideal service for investors who prioritize these styles in their investment philosophy, offering a pathway to potentially robust returns.