| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,499 | $274,113.64 | $312,029.38 | $37,915.74 | 13.83% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 602 | $13,119 | $13,981.45 | $862.45 | 6.57% |
| BATS Exchange | US Country |
The index is an investment vehicle that focuses on capitalizing on the potential of mid- and small-capitalization U.S. companies. Developed by TMF’s team of analysts and backed by their recommendations through newsletters, this proprietary, rules-based index aims to accurately track the performance of its constituent companies. Designed to maintain a high concentration of its investments in these selected stocks, it pledges that under regular conditions, at least 80% of its total assets, excluding any collateral from securities lending, will be dedicated to the securities that make up the index. Its strategy is characterized by its non-diversified approach, indicating a focus on specific investments believed to have significant growth potential.
This service focuses on identifying and investing in U.S. companies with mid to small market capitalizations that have been evaluated and recommended by TMF’s team of analysts. These companies, characterized by their potential for growth and innovation, offer investors the opportunity to participate in their expected success through the index.
Employing a proprietary, rules-based methodology, the index aims to meticulously track the performance of its component securities. This disciplined approach ensures that the investment strategy is systematically applied, maintaining consistency with the index’s objectives and reducing the impact of human error in the investment process.
The unique value proposition of the index lies in its foundation on recommendations made by TMF’s analysts and through its newsletters. This service leverages the expertise and market analysis performed by seasoned professionals, offering investors a curated selection of stocks believed to outperform the broader market.