| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,928 | $73,400.06 | $94,529.84 | $21,129.78 | 28.79% |
| ARCA Exchange | US Country |
The ETF operates as an ETF-of-ETFs, focusing its investments primarily on a diverse range of underlying ETFs. These underlying ETFs themselves invest in individual securities, including common stocks and corporate or government bonds. This structure allows the ETF to offer a diversified investment portfolio that spans well-established companies across the United States and internationally, covering a broad spectrum of market capitalizations. Its investment strategy is designed to adapt to normal market conditions, aiming to balance the portfolio across various asset types and regions to optimize returns for investors.
This product consists of underlying ETFs that invest in diversified portfolios of equity securities. These are primarily well-established U.S. and foreign companies spanning a wide range of market capitalizations. The focus is on maintaining a core equity exposure, aiming to provide steady growth and returns to the investor by leveraging the growth potential of these companies.
Investments also extend to individual securities, including common stocks and various bonds. Common stocks offer the potential for growth by investing in company shares, while corporate or government bonds provide a more stable income source. This blend allows investors to balance between growth and income, adapting to changing market conditions and individual risk tolerance.