Andrew M. Price Portfolio
Invests via BRIGHT FINANCIAL ADVISORS, INC. | Managed by Andrew M. Price
Invests via BRIGHT FINANCIAL ADVISORS, INC.
Managed by Andrew M. Price
Automatically Tracked
Andrew M. Price Profile
Veteran private equity and growth investor Andrew M. Price brings experience allocating capital to technology and healthcare growth companies, leading deal execution, portfolio company governance and value creation initiatives. Background includes operating partnerships, buyouts and minority growth investments with emphasis on revenue scaling, margin improvement and strategic M&A. Regular board member and capital raiser, often focused on middle-market opportunities and sponsor-led transactions.
Veteran private equity and growth investor Andrew M. Price brings experience allocating capital to technology and healthcare growth companies, leading deal execution, portfolio company governance and value creation initiatives. Background includes operating partnerships, buyouts and minority growth investments with emphasis on revenue scaling, margin improvement and strategic M&A. Regular board member and capital raiser, often focused on middle-market opportunities and sponsor-led transactions.
Investment Philosophy & Strategy
Focuses on growth-oriented private equity investing in technology and healthcare, allocating capital to middle-market companies where operational levers can accelerate revenue and margins. Prefers control or influential minority positions in sponsor-led and owner-operated deals, blending buyout rigor with growth playbooks. Emphasizes active governance, KPI-driven value creation, bolt-on M&A and disciplined exit timing. Risk posture balances aggressive growth initiatives with margin protection and structured downside safeguards.
Focuses on growth-oriented private equity investing in technology and healthcare, allocating capital to middle-market companies where operational levers can accelerate revenue and margins. Prefers control or influential minority positions in sponsor-led and owner-operated deals, blending buyout rigor with growth playbooks. Emphasizes active governance, KPI-driven value creation, bolt-on M&A and disciplined exit timing. Risk posture balances aggressive growth initiatives with margin protection and structured downside safeguards.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.48%
Gain
Monthly
0.05%
Yearly
0.64%
Drawdown
29.59%
$231.3M
Equity
Holdings
$231.3M
Investment
$182.63M
$50.57M
Profit -$758,289.61
Realized
$1.9M
Unrealized
$48.68M
Dividends
$7.14M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$758,289.61
Win %
82%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$2.72M
Win %
82%
This Month
Compared to last month
Gain
-0.3%
Profit
-$683,338.97
Win %
82%
This Year
Compared to last year
Gain
5.99%
Profit
$13.07M
Win %
81%
SYK Stryker Corporation
+3.98%
+$296,289 
IBM International Business Machines Corporation
+3.97%
+$12,966.66 
PM Philip Morris International Inc.
+3.74%
+$19,387.68 
ZTS Zoetis Inc.
+3.54%
+$13,770.24 
ABBV AbbVie Inc.
+3.44%
+$11,360.06 
VZ Verizon Communications Inc.
+2.96%
+$5,454.65 
SHOP Shopify Inc.
+2.91%
+$14,130.24 
MO Altria Group, Inc.
+2.72%
+$12,163.2 
WMT Walmart Inc.
+2.41%
+$14,269.96 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.14%
+$40,317.6 
MSFT Microsoft Corp.
+2.13%
+$15,182.12 
PG Procter & Gamble Co
+1.78%
+$5,302.67 
VHT Vanguard Health Care ETF
+1.67%
+$11,801.35 
CVX Chevron Corporation
+1.59%
+$8,409.9 
LLY Eli Lilly and Company
+1.45%
+$4,286.55 
AAPL Apple Inc.
+1.36%
+$89,841.05 
XOM Exxon Mobil Corporation
+1.25%
+$15,301.8 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.21%
+$94,758.56 
JNJ Johnson & Johnson
+1.19%
+$3,087.62 
NFLX Netflix, Inc.
+0.82%
+$1,362.4 
IXC iShares Global Energy ETF
+0.74%
+$1,950 
RSP Invesco S&P 500 Equal Weight ETF
+0.73%
+$170,258.4 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$85,348.4 
FXU First Trust Utilities AlphaDEX Fund
+0.56%
+$1,527.62 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$7,091.09 
BRK-A Berkshire Hathaway Inc.
+0.31%
+$15,693.51 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$18,998.17 
SKYY First Trust Cloud Computing ETF
+0.03%
+$85.64 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$1,805.59 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SOXX iShares Semiconductor ETF
-4.8%
-$81,796.89 
GLDG Goldmining Inc.
-4.59%
-$505.48 
AVGO Broadcom Inc.
-4.51%
-$13,538.2 
CAT Caterpillar Inc.
-4.41%
-$30,787.05 
ETN Eaton Corporation plc
-4.28%
-$203,486.85 
SMH VanEck Semiconductor ETF
-3.96%
-$13,528.09 
SLV iShares Silver Trust
-3.76%
-$5,802.65 
MTUM iShares MSCI USA Momentum Factor ETF
-3.25%
-$120,304.56 
CEG Constellation Energy Corporation
-3.15%
-$6,305 
GOOG Alphabet Inc
-2.99%
-$18,880.49 
XAR SPDR S&P Aerospace & Defense ETF
-2.97%
-$16,729.65 
GOOGL Alphabet Inc
-2.97%
-$7,876.01 
NVDA NVIDIA Corporation
-2.61%
-$246,081.57 
CSCO Cisco Systems, Inc.
-2.51%
-$11,470.42 
VGT Vanguard Information Technology ETF
-2%
-$71,316.64 
GLD SPDR Gold Shares
-1.84%
-$379,801.08 
IAU iShares Gold Trust
-1.82%
-$24,967.18 
GLDM SPDR Gold MiniShares Trust
-1.81%
-$124,440.33 
QQQM Invesco NASDAQ 100 ETF
-1.61%
-$74,989.2 
QQQ Invesco QQQ Trust, Series 1
-1.59%
-$68,165.54 
RTX RTX Corporation
-1.28%
-$2,823.76 
TSLA Tesla, Inc.
-1.1%
-$5,402.43 
FTGC First Trust Global Tactical Commodity Strategy Fund
-1.01%
-$2,092.35 
VOX Vanguard Communication Services ETF
-0.95%
-$4,121.76 
AMZN Amazon.com Inc
-0.94%
-$16,610.4 
EFA iShares MSCI EAFE ETF
-0.82%
-$10,160.04 
VOO Vanguard S&P 500 ETF
-0.58%
-$2,772.64 
IVV iShares Core S&P 500 ETF
-0.58%
-$94,556 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$16,664.85 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$29,153.52 
GAL SPDR SSGA Global Allocation ETF
-0.48%
-$44,552.82 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.38%
-$1,002.78 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$312.75 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.08%
-$238.27 
FBND Fidelity Total Bond ETF
-0.04%
-$883.42 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.04%
-$1,640.58 
SHY iShares 1-3 Year Treasury Bond ETF
0%
-$13.74 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 352 | Longs Won 273/352 77% | Profit Factor 29.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $622,860.69 |
| Average Win $191,702.01 | Best Trade (Jul 10) $8.65M | Sharpe Ratio -9.95 |
| Average Loss -$22,274.07 | Worst Trade (Jul 10) -$458,225.72 | Z-Score 12.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 4d | Expectancy $143,678.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
