| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AH Amanda Hawley Atria Wealth Solutions Inc. | 32,411 | $897.1 | $972.33 | $75.23 | 8.39% |
| Capital Markets Industry | Financials Sector | - CEO | ARCA Exchange | 90214Q683 CUSIP |
| US Country | - Employees | 23 Oct 2025 Last Dividend | - Last Split | - IPO Date |
The fund discussed is an actively managed exchange traded fund (ETF) that prioritizes equity securities in its investment portfolio, allocating at least 80% of its net assets, which may include borrowed funds, towards such investments. The ETF's investment approach is distinctive for its contrarian strategy, which involves seeking out asset classes and factors that are currently underperforming with the intention of buying, and selling those that are outperforming, based on careful quantitative research. This methodology implies a higher degree of portfolio turnover compared to funds that aim merely to mirror the performance of an underlying index.
The fund offers actively managed exchange-traded funds that concentrate on equity securities. Unlike passive investments that track an index, these ETFs are managed by professional advisers who make decisions based on in-depth analysis and market trends. The objective is to outperform the market average by strategically selecting investments.
This approach is central to the fund's operations, where the focus is on identifying and capitalizing on market inefficiencies. By investing in asset classes or factors that are currently underperforming and selling those that have been performing well, the fund seeks to achieve higher returns. This strategy is backed by quantitative research and requires a profound understanding of market dynamics.
Due to its active and contrarian investment approach, the fund typically exhibits a higher degree of portfolio turnover. This implies more frequent buying and selling of positions than what would be observed in index-replicating funds. While this can lead to higher transaction costs, it is a natural consequence of the fund's strategy to capitalize on short-term market movements and inefficiencies.