| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 16,332 | $470,269 | $966,854.4 | $496,585.4 | 105.6% |
| ARCA Exchange | US Country |
This company operates as an investment fund, focusing primarily on replicating the performance of the industrials sector of the S&P 500 Index through financial instruments. ProShare Advisors manages the fund with the goal of achieving daily returns that align with the Daily Target, indicating a strategy that aims at short-term investment gains correlated with the day-to-day movements of the industrials sector within the broader S&P 500. The fund is characterized by its non-diversified status, signaling a concentrated investment approach typically aimed at capturing the dynamics of a specific sector or set of assets rather than spreading investments across a wide array of sectors or asset classes.
The fund's primary offering involves financial instruments designed to achieve daily returns that mirror a specified Daily Target. These instruments are carefully selected and managed by ProShare Advisors based on their potential to produce outcomes that align closely with the daily performance objectives of the fund. The selection process incorporates an analysis of various financial products and their expected behavior in relation to the industrials sector of the S&P 500 Index, demonstrating a focused investment approach rooted in achieving short-term objectives.
Given the fund's emphasis on the industrials sector of the S&P 500, its investment strategy is tailored towards financial instruments and opportunities within this specific sector. This means the fund mainly invests in assets that have a direct or indirect relationship with the industrials sector, encompassing a range of companies involved in construction, defense, aerospace, machinery, and manufacturing, among other industries. This focus reflects an investment philosophy geared towards leveraging the economic cycles, trends, and growth prospects inherent to the industrials sector.
The non-diversified status of the fund suggests a strategic choice to concentrate its investments in a relatively narrow market segment, specifically the industrials sector of the S&P 500. This approach contrasts with diversified funds that spread their investments across various sectors to mitigate risk. The non-diversified nature of this fund indicates a higher risk and potentially higher reward investment strategy, aiming to capitalize on the specific opportunities and trends within the industrials sector.