| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Mailloux WealthCare Investment Partners LLC | 60,818 | $3.3M | $3.11M | -$192,699.73 | -5.84% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 193 | $10,273 | $9,902.83 | -$370.17 | -3.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,449 | $239,215.83 | $228,300.43 | -$10,915.4 | -4.56% |
Rob Dainard Hara Capital LLC | 21,174 | $1.13M | $1.08M | -$46,424.43 | -4.12% |
Mark Weiskind Fairway Wealth LLC | 7,486 | $396,373.61 | $384,106.66 | -$12,266.95 | -3.09% |
| ARCA Exchange | US Country |
The fund primarily focuses on investing in Treasury Inflation-Protected Securities (TIPS), which are designed to provide protection against inflation. This investment strategy aims to safeguard the purchasing power of capital by investing at least 80% of its total assets in the securities that compose the ICE BofA U.S. Inflation-Linked Treasury Index. This Index is an unmanaged compilation of TIPS, reflecting the performance of U.S. inflation-protected public obligations. The emphasis is on maintaining a portfolio that accurately replicates the constituents of this underlying index, excluding the collateral held from securities lending activities, thus providing investors with a direct exposure to inflation-linked returns.
The main offering revolves around investment in inflation-protected securities, specifically: