| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley Wilson Crews Bank & Trust | 1,000 | $51,886 | $51,410 | -$476 | -0.92% |
Horan Wealth LLC Horan Wealth LLC | 7,748 | $402,611 | $398,789.56 | -$3,821.44 | -0.95% |
| NASDAQ (NMS) Exchange | US Country |
An actively managed exchange-traded fund (ETF) called The Fund is managed by F/m Investments, LLC doing business as North Slope Capital, LLC, which serves as the adviser. This ETF is focused on achieving its investment objective by concentrating its investments in fixed-income securities. The aim is to provide investors with a strategic approach to income generation, leveraging the expertise of its management team to navigate the complexities of the fixed-income market. The advisement provided by North Slope Capital, LLC emphasizes a proactive approach to selecting investments that show potential for income and growth within the framework of an ETF, offering a blend of liquidity and strategic asset allocation.
The primary offering from the company is an Exchange-Traded Fund (ETF) focused on fixed-income securities. Unlike typical passive ETFs, which track a specific index, this ETF is actively managed by North Slope Capital, LLC. The objective is to outperform traditional benchmarks by adjusting the fund's holdings in response to changing market conditions and leveraging the expertise of the management team. This approach allows for dynamic portfolio management, aiming to optimize returns for investors through careful selection of fixed-income instruments.