| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joel A. Schreiber SFI Advisors LLC | 6,751 | $230,903.76 | $305,482.75 | $74,578.99 | 32.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 506 | $17,938.36 | $22,719.4 | $4,781.04 | 26.65% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 9,634 | $329,184.44 | $432,566.6 | $103,382.16 | 31.41% |
| ARCA Exchange | US Country |
The described fund is a financial entity focusing on investment strategies that target the Intelligent Infrastructure sector. By adhering to the policy of investing at least 80% of its total assets in securities that make up the defined index, the fund showcases a profound commitment to this particular market segment. The securities under consideration encompass U.S.-listed equity securities, including depositary receipts, of companies situated both in developed and emerging markets worldwide. The underlying objective of this investment approach is to tap into the growth potential of the Intelligent Infrastructure sector, which is identified based on a classification standard provided by the index provider. This sector-wise focus positions the fund as a significant player among investors looking to benefit from the advancements and future developments within the global infrastructure industry.
This prime service involves the allocation of a substantial portion of the fund's assets into securities that are part of the Intelligent Infrastructure index. The investment focus is on companies that are determined to be pivotal in the development and enhancement of infrastructure with smart technologies, spanning various regions including both developed and emerging markets. The selection criteria of these securities are based on a sophisticated classification standard that identifies potential growth candidates within this sector, leveraging insights and analysis provided by the index provider.
The fund commits to investing in U.S.-listed equity securities, which encapsulate depositary receipts, of companies headquartered around the globe. This approach provides investors with a diversified investment option that balances exposure across various geographic locales and market conditions. By venturing into equity securities of companies domiciled in both developed and emerging markets, the fund aims to capture the essence of global growth dynamics and offer a broad spectrum of investment opportunities within the Intelligent Infrastructure sector.