| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 768 | $27,972.04 | $39,690.24 | $11,718.2 | 41.89% |
Loraine Ell Better Money Decisions LLC | 34,450 | $1.23M | $1.78M | $546,472.81 | 44.26% |
Jeff Ameen Spire Wealth Management | 39 | $1,369.83 | $2,010.05 | $640.22 | 46.74% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 150 | $5,680.5 | $7,764 | $2,083.5 | 36.68% |
| AB Andrew Blass Atlantic Private Wealth LLC | 16,493 | $613,896.95 | $853,677.68 | $239,780.73 | 39.06% |
| BATS Exchange | US Country |
The company in question operates within the financial sector, focusing primarily on investment opportunities that align with ethical guidelines and criteria. This entity manages a fund that aims to replicate the performance of the small-cap segment of the U.S. equity market. However, it distinguishes itself by actively excluding investments in companies that are involved in controversial activities or that are subject to significant controversies, according to standards set by S&P Dow Jones Indices LLC. Through this approach, the fund not only seeks to provide financial returns to its investors but also ensures that its investment strategies are aligned with responsible investing principles. This positioning allows the company to attract investors who are looking to generate returns while adhering to ethical standards.
This product is designed for investors who wish to allocate their resources to the small-cap segment of the U.S. equity market, with the assurance that their investments steer clear of businesses engaged in activities considered controversial. The fund tracks the performance of an underlying index, which is specifically constructed to reflect the small-cap sector while omitting companies involved in issues such as environmental harm, social injustices, or governance controversies. By investing in this fund, individuals and institutions can contribute to promoting ethical business practices while seeking to realize financial gains.