| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 12,120 | $463,105.29 | $454,862.39 | -$8,242.9 | -1.78% |
| ARCA Exchange | US Country |
This fund focuses on investing primarily in high-yield, below-investment grade bonds that are denominated in U.S. dollars. These bonds are issued by companies within the industrial sector. The strategic approach of investing at least 80% of its net assets, along with any borrowed amounts for investment purposes, into these types of bonds illustrates a commitment to tapping into the potential higher returns associated with high-yield debt markets. The fund operates with a non-diversified portfolio, which indicates a concentration of investments in fewer issuers, aiming to capitalize on the returns from the industrial sector's high-yield bonds.
The fund offers a singular investment product characterized by its unique strategy and focus on high-yield, below-investment grade bonds within the industrial sector. Despite this singular approach, its product and services can be broken down into various components: