| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 339 | $9,347.23 | $12,949.8 | $3,602.57 | 38.54% |
Alan Gilmore Private Wealth Management Group, LLC | 2,500 | $71,250.6 | $96,825 | $25,574.4 | 35.89% |
| ARCA Exchange | US Country |
This ETF is designed for investors looking to integrate gender diversity into their investment portfolios. It specifically targets U.S. companies that not only demonstrate sound financial fundamentals but are also distinguished by their leadership under female Chief Executive Officers (CEOs). This focus is based on the burgeoning recognition of the positive impact that diverse leadership can have on corporate performance. The fund adheres to a firm investment criterion, allocating at least 80% of its net assets—including any borrowings intended for investment purposes—towards exchange-traded equity securities of companies steered by women in the CEO role. Its investment strategy is closely aligned with the insights and trends captured by the Hypatia Women CEO Index, a benchmark that meticulously tracks the market performance of U.S. companies meeting specific criteria, notably a minimum market capitalization of $500 million along with the leadership criterion.
The core product offered by the fund is an actively managed exchange-traded fund that specifically targets companies with female CEOs. This strategy is grounded in the belief that companies led by women are positioned to offer unique growth and value propositions. The ETF aims to mirror the performance of the Hypatia Women CEO Index, which serves as a testament to the potential these businesses possess. The active management aspect ensures that the investment strategy can adapt to market changes and capitalize on opportunities as they arise, all while supporting gender diversity in corporate leadership.
Though not a direct product offered by the fund, the Hypatia Women CEO Index plays a crucial role in guiding the ETF's investment strategy. This index comprehensively tracks U.S. companies that boast market capitalizations of at least $500 million and are led by female CEOs. It underpins the fund's commitment to investing in companies that not only meet rigorous financial criteria but also promote gender diversity at the highest level of leadership. Investors looking at the ETF can consider the Index's performance and composition as a reflection of the investment philosophy and the potential for returns driven by gender-diverse leadership.