| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derek Swedberg PACK Private Wealth LLC | 6,132 | $478,541.28 | $596,214.36 | $117,673.08 | 24.59% |
Arlie W. Green Fortress Wealth Management Inc. | 67,053 | $5.23M | $6.52M | $1.29M | 24.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 64,507 | $5.61M | $6.25M | $648,923.89 | 11.58% |
| ARCA Exchange | US Country |
The company operates a fund that primarily focuses on investing in securities that are a part of a specially created index, designed and managed by Syntax, LLC, an affiliate of the fund's investment adviser. This unique index is a stratified-weight variant of the conventional S&P 500 Index, featuring the same constituents. The fund dedicates no less than 95% of its total assets towards investments in the securities that comprise this index under normal market conditions, thereby offering investors a curated approach to investing in the widely followed S&P 500 Index but with a distinctive redistribution of weights among its constituents.
This product is the cornerstone offering of the company, focusing on investment in the securities that make up the stratified-weight version of the S&P 500 Index. By reallocating the conventional weights found in the S&P 500, this fund aims to provide a diversified investment strategy that seeks to minimize concentration risk and potentially offer a more robust return profile over time. The fund commits at least 95% of its total assets to securities in this stratified index, ensuring a high degree of fidelity to its investment thesis.