| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 24,060 | $1.23M | $2.38M | $1.15M | 94.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 19 | $1,511.13 | $1,881.1 | $369.97 | 24.48% |
Margaret Nickens Elm3 Financial Group, LLC | 2,421 | $207,725 | $239,243.22 | $31,518.22 | 15.17% |
| ARCA Exchange | US Country |
The company operates as an investment fund, focusing primarily on providing investors with the opportunity to gain exposure to Developed European markets, including the UK. This includes a broad spectrum of companies, ranging from large-cap to small-cap. The fund's investment strategy revolves around utilizing financial instruments that, under the management of ProShare Advisors, are intended to collectively yield daily returns that meet the fund’s daily target. Given the nature of its targeted daily returns, the fund aligns itself with investors looking for specific performance outcomes from their European market investments. The indexing approach is based on a free float-adjusted market capitalization strategy, ensuring that the fund’s assets are invested in a manner reflective of the overall market composition. However, it's notable that the fund is non-diversified, meaning it may focus its investments more narrowly than diversified funds, potentially increasing the risk of volatility.
The fund's primary offering centers around investments designed to achieve daily target returns. This is particularly appealing for investors looking for predictable outcomes and who are engaged closely with the performances of Developed European markets. By focusing on a combination of financial instruments, ProShare Advisors aims to meet these daily targets through strategic market plays, offering a unique investment product in the landscape of European market investments.
Investors are provided with the opportunity to gain exposure to a wide range of companies across Developed European markets, including pivotal ones like the UK. This encompasses varying sizes of companies from large-cap to small-cap, making the fund a versatile investment vehicle for those looking to diversify or specify their European market engagements. The use of a free float-adjusted market cap weighted index as a benchmark means that the fund's investments are well-aligned with the current market dynamics, ensuring relevance and potential for growth aligned with market movements.
While the fund offers a range of investment opportunities across different company sizes and sectors within Developed European markets, it is classified as non-diversified. This strategic choice allows for potentially higher returns by focusing investments more narrowly than would be the case with a diversified fund. However, it also implies a higher level of risk due to the potential for increased volatility from a concentrated investment approach. This strategy is suited for investors who are willing to accept higher risk for the possibility of higher returns, based on the performance of selected European markets and companies.