Financials & Fixed Income


The Financial Sector contains companies involved in activities such as banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, real estate investment trusts (REITs), as well as companies engaged in real estate management & development. Some of our holding are VanEck (FLTR), Goldman Sachs (GS), M&T Bank (MTB).

Fixed Income & Bonds

Fixed income investments generally pay a return on a fixed schedule, though the amount of the payments can vary. Individual bonds may be the best-known type of fixed income security, but the category also includes bond funds, ETFs, CDs, and money market funds.

View More