| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,441 | $475,962.92 | $512,303.71 | $36,340.79 | 7.64% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 60,537 | $2.12M | $2.33M | $205,225.16 | 9.68% |
| MC Molly Crider Walker Asset Management LLC | 9,601 | $302,342.2 | $367,910.32 | $65,568.12 | 21.69% |
Alex Nunnamaker Schechter Investment Advisors LLC | 6,548 | $213,137.4 | $253,505.82 | $40,368.42 | 18.94% |
| MY Michael Yoder Yoder Wealth Management Inc. | 8,162 | $264,671.16 | $316,440.74 | $51,769.58 | 19.56% |
| ARCA Exchange | US Country |
The company described specializes in investment strategies that focus on the materials sector within the S&P 500® index. By aiming to invest at least 90% of its total assets in securities that make up the underlying index, this fund offers investors a focused exposure to the materials sector. The S&P 500® Materials Index, which is the underlying index, includes all components classified under the materials sector according to the Global Industry Classification Standard (GICS). The parent index's objective is to gauge the performance of common stocks from companies in the S&P 500® Index that are identified as part of the materials sector. This structured approach to investment seeks to provide investors with a targeted and efficient means to access the materials segment of the market.
This company offers investment products and services designed to meet the needs of investors looking to specifically engage with the materials sector of the economy through the securities market. Products and services include:
The primary product is a fund that intents to allocate at least 90% of its assets into securities within the S&P 500® Materials Index. This fund is ideal for investors aiming for focused exposure in the materials sector, encompassing a diverse range of industries from metals and mining to chemicals and packaging. The fund's strategy targets the performance of common stocks classified within the materials sector, offering a comprehensive investment solution for those looking to capitalize on the sector's market movements.