证券研究报告 主动权益仓位提升，红利策略和周期主题基金受青睐 ——2025年6月基金投顾投端跟踪报告 | 郭子睿 | 投资咨询资格编号：S1060520070003 | | --- | --- | | 任书康 | 投资咨询资格编号：S1060525050001 | | 陈 瑶 | 投资咨询资格编号：S1060524120003 | | 研究助理 | | | 胡心怡 | 一般从业资格编号：S1060124030069 | 2025年7月10日 请务必阅读正文后免责条款 高 越 一般从业资格编号：S1060124070014 报告摘要 风险提示：分析样本存在遗漏；历史业绩不代表未来表现；涉及的基金投顾组合和基金产品不构成投资建议。 2 基金投顾组合总体情况：1）截至2025年6月末，上线天天基金APP的基金投顾组合共446只，相比上月末增加5只组合；其中，新增股债中枢型中进 取型和稳健型组合各2只、平衡型组合3只，赛道型中的红利组合和区域型中的港股策略组合各下线1只。2）截至2025年6月末，股债中枢型、赛道 型、区域型投顾组合分别为395只、32只和19只。 投顾组合业绩表现跟踪：1）股债中枢型：过去一年，进取 ...

Group 1 - The article discusses an updated "Big Picture" investment framework that the company has been looking forward to sharing [1] - The company promotes a research service that includes various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting positive testimonials [1] Group 2 - The article does not provide specific financial data or performance metrics related to any companies or industries [2][3]

Armada Hoffler Properties (AHH) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 This call is being recorded on Thursday, 05/08/2025. I would now like to turn the conference over to Chelsea Forrest. Please go ahead. Speaker1 Good morning, and thank you for joining Armada Hoffler's First quarter twenty twenty five earnings conference call and webcast. On Speaker2 the Speaker1 call this morning, in addition to myself, is Sean Tibbett, CEO and President and Matthew Barnsmith, CFO. The press release anno ...