Core U.S. Equity Exposure – A market-cap-weighted ETF tracking the largest U.S. stocks. Tax-Deferred Reallocation – Via the 351 Exchange, exchange property (stocks, ETFs, etc.) for AAUS while maintaining market exposure. Portfolio Simplification – Consolidate highly appreciated and concentrated holdings into a diversified, exchange traded vehicle. Strategic Dividend Management – AAUS seeks to take advantage of investor’s excess demand for certain dividend paying securities.
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