| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,626 | $215,916.14 | $282,322.15 | $66,406.01 | 30.76% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,277 | $181,871.2 | $254,112.84 | $72,241.64 | 39.72% |
PETER KRUSSEL Southland Equity Partners LLC | 9,866 | $227,126.39 | $363,759.42 | $136,633.03 | 60.16% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 17,733 | $518,773.75 | $653,815.71 | $135,041.96 | 26.03% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 405,808 | $12.08M | $14.17M | $2.09M | 17.35% |
| ARCA Exchange | US Country |
The highlighted fund is an investment vehicle that primarily directs its assets towards securities that are part of the underlying index, with a commitment to allocate at least 80% of its total assets to such securities. The fund’s strategy focuses on identifying securities from the Solactive US Broad Market Index that exhibit noteworthy yield and fundamental value characteristics, aiming to provide investors with potential growth opportunities. The Solactive US Broad Market Index, serving as the parent index, encompasses a wide range of market cap sizes, including large, mid, and small-cap securities, and lists approximately 3,000 of the largest U.S. companies. These companies are selected and ranked based on free float market capitalization, ensuring a broad representation of the U.S. stock market in the fund’s investment portfolio.
This product focuses on investing a substantial portion of the fund’s assets in the securities that form part of the identified underlying index. This strategy is designed to mirror the performance of the index, primarily targeting securities that demonstrate attractive yield and value characteristics.
By basing its investments on the Solactive US Broad Market Index, the fund offers investors exposure to a comprehensive range of U.S. companies. This encompasses a wide variety of sectors and industries within the large, mid, and small-cap segments, reflecting the diverse nature of the U.S. economy and stock market.
The selection process for investments involves a focus on securities that not only offer potential for yield but also demonstrate fundamental value, according to specific criteria set forth by the fund's management. This approach aims to identify stocks that are positioned for potential growth and profitability.
To ensure a diversified investment portfolio, the fund includes securities across large, mid, and small-cap categories. This diversity helps in spreading the investment risk and tapping into growth opportunities across different market segments.