| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James D. King Lindenwold Advisors Inc. | 6,786 | $295,302.6 | $406,854.63 | $111,552.03 | 37.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,630 | $348,891.87 | $516,660.84 | $167,768.97 | 48.09% |
Lukas Lindgren Abound Wealth Management | 79 | $4,468.9 | $4,729.57 | $260.67 | 5.83% |
One Degree Advisors Inc. One Degree Advisors Inc | 8,165 | $346,180.99 | $489,532.57 | $143,351.58 | 41.41% |
JORDAN GREEN Valley Financial Group, Inc. | 3,771 | $202,557.87 | $226,146.87 | $23,589 | 11.65% |
| NASDAQ (NMS) Exchange | US Country |
The company described is focused on investment management, specifically targeting a strategy that aims to achieve lower volatility returns compared to the broader U.S. market. It dedicates at least 80% of its assets to securities that are part of the Nasdaq Victory U.S. Multi-Factor Minimum Volatility Index. This index follows a rules-based methodology designed to minimize market volatility and provide investors with a steadier performance over different market cycles. The company's approach indicates a preference for investments that potentially offer a balance between risk and reward, appealing to investors looking for less volatile investment options.
This product focuses on investing in the securities that are part of the Nasdaq Victory U.S. Multi-Factor Minimum Volatility Index. The index employs a rules-based approach, aiming to curtail the overall volatility of the portfolio in comparison to the broader U.S. equity market. The strategy is designed to attract individuals and institutions looking for investment solutions that mitigate risk while pursuing returns that are aligned with less volatile market conditions.