| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JHW Jefferson H. West Legacy Investment Solutions LLC | 110 | $7,097.5 | $9,198.2 | $2,100.7 | 29.6% |
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 110 | $7,097.5 | $9,198.2 | $2,100.7 | 29.6% |
| ARCA Exchange | US Country |
The provided company description indicates an investment fund with a focus on replicating the performance of the S&P 500® Index, while purposely excluding any companies that fall within the Health Care Sector. It maintains a strategy that entails investing at least 80% of its total assets in the securities making up the index, adjusting its portfolio only to omit health care companies. This strategy suggests an investment approach that seeks to offer investors exposure to the broad market performance of large-cap U.S. equities, minus the health care sector, which may be due to ethical, risk management, or investment strategy reasons.
The main product offered by this fund revolves around its unique investment strategy, characterized by the exclusion of health care sector companies from its portfolio. Here are the products and services it offers:
This product offers investors the opportunity to invest in an index fund that tracks the performance of the S&P 500® Index with the specific exclusion of the Health Care Sector. This allows investors who, for various reasons, wish to avoid exposure to the health care industry, to still invest in a diversified portfolio of large-cap U.S. equities. The product is designed to cater to ethical investors, those concerned with sector-specific risks, or investors looking to diversify away from health care.