| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 42,046 | $1.15M | $1.28M | $127,133.76 | 11.06% |
John Quinn Safe Harbor Fiduciary, LLC | 76,926 | $1.96M | $2.34M | $372,124.78 | 18.95% |
| ARCA Exchange | United States Country |
The Coastal Compass 100 ETF is an innovative exchange-traded fund that aims to capitalize on the economic potential of the United States' coastal areas. By tracking the performance of the top 100 publicly traded companies operating along the coastlines, this ETF seeks to offer diversified exposure to sectors benefitting from geographical advantages. Industries such as technology, healthcare, real estate, and transportation, which have a significant presence in these areas, are included in the ETF's portfolio. The Coastal Compass 100 ETF distinguishes itself by emphasizing investments in sectors that prosper from coastal resources, addressing the interests of investors looking for geography-based investment strategies. Its strategic focus on coastal economies aims to leverage opportunities in shipping, tourism, and renewable energy among others, underscoring the economic importance of these regions.
The Coastal Compass 100 ETF provides a focused investment product designed for investors seeking to tap into the economic potential of coastal areas. Below are the key aspects of its offerings: