The AAM Transformers ETF (TRFM) made its debut on 07/11/2022, and is a smart beta exchange traded fund that provides broad exposure to the Technology ETFs category of the market.
Launched on July 11, 2022, the AAM Transformers ETF (TRFM) is a passively managed exchange traded fund designed to provide a broad exposure to the Technology - Broad segment of the equity market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,447 | $402,671.27 | $505,848.59 | $103,177.32 | 25.62% |
Chilton Investment Chilton Investment Co Inc. | 7,512 | $354,472.08 | $446,588.4 | $92,116.32 | 25.99% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 46,846 | $2.16M | $2.76M | $591,980.53 | 27.35% |
Jeffrey Gilbert Balboa Wealth Partners | 5,393 | $237,154.35 | $319,346.49 | $82,192.14 | 34.66% |
| ARCA Exchange | US Country |
The specified company operates within the financial sector, employing a passive management strategy by tracking a distinct index. The investment strategy focuses on mirroring the performance, before fees and expenses, of an index designed around U.S-listed common equities and American Depositary Receipts (ADRs) of companies. The target companies are identified as those benefiting from significant disruptions or transformations in consumer behavior and technological innovations. This suggests a futuristic and progressive investment approach, aiming to capitalize on the evolving landscape of technology and consumer dynamics.
Passive Index Tracking Funds:
This product revolves around the concept of passive management, aiming to replicate the performance of an underlying index. The index constitutes U.S.-listed equities and ADRs. By following a hands-off, or "passive", investment approach, the fund seeks to minimize transaction costs and manage risks by diversifying investments across companies expected to benefit from technological and consumer behavioral shifts.
Investment in Disruptive and Innovative Companies:
Focusing on companies at the forefront of technological advancements and shifts in consumer habits, this service targets investments in sectors poised for significant growth. It encompasses equities and ADRs of firms leveraging disruptive technologies or undergoing transformative changes in how consumers interact with products and services, thereby offering potential for substantial returns to investors.