| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 13,735 | $326,589.27 | $467,676.75 | $141,087.48 | 43.2% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,975 | $288,277.5 | $337,554 | $49,276.5 | 17.09% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 377 | $11,095.11 | $12,757.68 | $1,662.57 | 14.98% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,913 | $56,299.59 | $65,481.99 | $9,182.4 | 16.31% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 87 | $1,938 | $2,975.39 | $1,037.39 | 53.53% |
| ARCA Exchange | US Country |
The provided company appears to be a specialized investment fund focusing on offering financial products that are designed to provide investors with exposure to the S&P 500 Equal Weight Index, with an added layer of selectivity based on environmental, social, and governance (ESG) criteria. The fund seeks to invest at least 90% of its total assets in securities that not only form part of the underlying index but also align with defined ESG standards, aiming to maintain industry group weights similar to those of the parent index. The parent index, in this context, comprises all components of the standard S&P 500 Index, indicating a broad market exposure. Additionally, the fund is characterized as non-diversified, suggesting a focus on specific sectors or themes within the broader market.
This product offers investors an opportunity to invest in an equal-weighted index fund that not only tracks the performance of the S&P 500 Equal Weight Index but also applies an environmental, social, and governance (ESG) filter to its selection process. The investment strategy emphasizes ESG criteria, positioning it as an appealing option for socially conscious investors seeking to align their portfolios with their values, while also attempting to replicate the equal weight approach of the parent S&P 500 Index. Such a structure is aimed at providing a diversified exposure to the S&P 500, with an ESG-conscious selection methodology, ensuring the portfolio maintains similar industry group weights as the broader market represented by the parent index.