| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 32,501 | $1.65M | $1.81M | $162,654.76 | 9.86% |
Keith Dubauskas One Plus One Wealth Management LLC | 6,348 | $322,224.48 | $353,524.56 | $31,300.08 | 9.71% |
Adam J. Peck Riverwater Partners LLC | 29,285 | $1.43M | $1.63M | $201,480.8 | 14.08% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 39,665 | $2.01M | $2.21M | $196,082.05 | 9.74% |
Jeffrey Jones Cypress Financial Planning LLC | 9,073 | $460,545.48 | $505,281.72 | $44,736.24 | 9.71% |
| AMEX Exchange | US Country |
The fund is an actively managed exchange-traded fund (ETF) focused on achieving investment objectives by investing in publicly-traded stocks of U.S. companies. By utilizing a strategy that allows for direct investments or investments through other exchange-traded funds, known as Underlying ETFs, the fund aims to optimize returns for its investors. A significant portion of the fund's investments will be allocated to large capitalization companies, which are typically defined as having a market capitalization of $8 billion or greater. Additionally, the fund may explore opportunities in mid-cap or small-cap securities to diversify its portfolio and enhance potential growth.
The ETF is actively managed, meaning it is overseen by experienced fund managers who make informed investment decisions in response to market conditions, economic trends, and individual company performance. This proactive approach aims to maximize investor returns compared to passive investment strategies.
The fund primarily focuses on investing in large-cap stocks, which are established companies with a strong market presence. These companies are often characterized by stability, growth potential, and competitive advantages, making them attractive investment options.
Recognizing the benefits of diversification, the fund may also invest in other ETFs (Underlying ETFs) that align with its investment strategy. This approach allows access to a broader range of securities and can mitigate risks associated with individual stock volatility.
Investors gain access to a portfolio that predominantly consists of publicly-traded stocks, allowing for transparency and liquidity. This ensures that investors can buy or sell shares of the fund easily, aligning with their investment strategies and financial goals.
While the focus is on large-cap companies, the fund retains the flexibility to invest in mid- and small-cap stocks as well. This capability allows for potential growth investments in emerging companies that may offer attractive returns, balancing the portfolio and tapping into different market segments.