| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,678 | $153,052.61 | $175,679.67 | $22,627.06 | 14.78% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 11,561 | $384,118.3 | $551,864.33 | $167,746.03 | 43.67% |
| TM Thomas Mason Mason & Associates Inc. | 20,138 | $845,459.65 | $969,846.08 | $124,386.43 | 14.71% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 5,956 | $168,191.33 | $286,692.06 | $118,500.73 | 70.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,700 | $155,363 | $177,452 | $22,089 | 14.22% |
| ARCA Exchange | US Country |
The fund described is focused on investing in companies that are not only financially viable but also responsible from an environmental, social, and governance (ESG) viewpoint. It aims to commit at least 80% of its assets to the stocks that form the RAFI ESG US Index. This index is specially designed by RAFI Indices, LLC to reflect a commitment to ESG values within the framework of U.S. equity investments. The selection process involves a methodical approach that privileges companies performing well in ESG criteria while excluding those heavily involved in industries like tobacco, gaming, weapons, and fossil fuels. This reflects a strategy that seeks to balance financial return with ethical and environmental considerations, aligning investment decisions with broader social and environmental goals.
This product focuses on investing in U.S. equities that are part of the RAFI ESG US Index. The index prioritizes companies with strong performance in environmental, social, and governance factors. This allows investors to participate in the equity market while adhering to ESG values. It’s designed for those looking to integrate sustainability and responsible practices into their investment portfolios.
The investment strategy includes a commitment to exclude companies heavily involved in industries such as tobacco, gaming, weapons, and fossil fuels. This approach is aligned with increasing investor demand for portfolios that reflect ethical and environmental sensibilities, steering clear of sectors considered harmful from an ESG perspective.