| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jessica Clark Caerus Investment Advisors LLC | 5,920 | $618,462.4 | $853,368 | $234,905.6 | 37.98% |
| JS Jeffrey Steele Silverlake Wealth Management LLC | 3,440 | $386,395.95 | $497,940 | $111,544.05 | 28.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,081 | $265,106 | $299,976.15 | $34,870.15 | 13.15% |
| ARCA Exchange | US Country |
The fund operates as an actively-managed exchange-traded fund (ETF), concentrating its efforts on outperforming traditional investment benchmarks through strategic selections in the U.S. equity market. It targets the largest 3,000 U.S. traded companies based on market capitalization, leveraging comprehensive analytics and market insights to optimize its investment portfolio. This approach allows the fund to offer investors exposure to a broad array of U.S. companies, spanning multiple industries and sectors, thereby aiming to maximize returns while managing the inherent risks of stock market investments.
The fund offers a singular but robust investment product tailored for both retail and institutional investors seeking diversified exposure to the U.S. equity market. Below is a detailed overview of the product and its key characteristics:
This product is designed to dynamically invest in a diversified portfolio of U.S. traded companies. By carefully selecting stocks from the top 3,000 U.S. companies by market capitalization, the fund aims to deliver above-market returns. The active management approach allows for agile responses to market fluctuations, enabling the fund to capitalize on short-term price movements and long-term trends. Ideal for investors seeking growth, this ETF provides a balanced mix of stability and potential for higher returns through diversified exposure to leading U.S. corporations.