| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 4,066 | $229,702.57 | $246,968.84 | $17,266.27 | 7.52% |
| NASDAQ (NMS) Exchange | US Country |
The designated fund is an investment entity primarily focused on channeling capital into a select group of stocks and real estate investment trusts (REITs) that are included within a specific index. This index is especially curated to feature companies recognized for their robust financial health, defined by their solid balance sheets, consistent profitability, and a commendable track record of progressively increasing dividend payouts to shareholders. The fund commits to dedicating at least 90% of its net assets, in addition to any borrowed finances for investment purposes, towards the acquisition of common stocks and REITs that compose the said index. The inclusion criterion for these assets is centered around the companies’ well-capitalized nature, implying a financial robustness characterized by durable cash flows and a substantial history of profit generation. This strategic investment approach is aimed at providing fund contributors with exposure to entities that are not only financially stable but are also committed to enhancing shareholder value through regular dividend growth.
This product focuses on the acquisition of common stocks from companies that are part of the investment fund's target index. These are equities in corporations that are deemed well-capitalized, implying they possess solid and reliable financial structures. This selection criterion is geared towards ensuring that investments are made into companies that show a strong capacity for durability and profitability, thus promising a degree of security and potential growth for the investors.
Another key component of the fund's investment strategy is the inclusion of REITs, which are corporations that own, operate, or finance income-generating real estate. By focusing on REITs that meet the fund's criteria of being well-capitalized, the fund aims to provide investors with a viable channel into the real estate market. These REITs are selected based on their consistent performance in terms of profitability and their ability to generate durable cash flows, thereby underpinning the fund's emphasis on financial stability and growth in dividends.