| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,164 | $57,422 | $99,941.04 | $42,519.04 | 74.05% |
| ARCA Exchange | US Country |
The fund described focuses on investing primarily in Core Equity Underlying ETFs. These ETFs typically include diversified portfolios of equity securities from well-established companies across both the U.S. and various foreign nations, encompassing a broad range of market capitalizations. Such a strategic investment approach allows the fund to tap into the growth potential of both domestic and international markets, benefiting from the stability of established companies while also seeking opportunities for growth. Additionally, the fund's diversification strategy extends to fixed income securities as part of its investment mix, thus offering a balanced risk-reward scenario for investors. An important characteristic of this fund is its flexibility to invest up to 50% of its assets in Underlying ETFs that are specifically focused on emerging markets, thus aiming to capitalize on the higher growth rates these markets may offer while carefully managing the associated risks.
The fund offers a range of investment products and services designed to meet the needs of a diverse investor base. These include: