SFH
Sean F. Hanna Portfolio
Invests via Cambridge Associates LLC /MA/ /ADV | Managed by Sean F. Hanna
Invests via Cambridge Associates LLC /MA/ /ADV
Managed by Sean F. Hanna
Automatically Tracked
Sean F. Hanna Profile
With extensive experience in private equity and corporate development, Sean F. Hanna has established a prominent career as an investor-operator. His leadership capabilities shine through his previous roles in various high-growth ventures, where he was instrumental in driving strategic initiatives that facilitated scaling and operational improvements. Hanna's insights into market dynamics allow him to navigate complex investment landscapes adeptly while fostering relationships with key stakeholders across the financial spectrum. His commitment to value creation positions him as a significant player within both established companies and emerging startups seeking growth capital.
With extensive experience in private equity and corporate development, Sean F. Hanna has established a prominent career as an investor-operator. His leadership capabilities shine through his previous roles in various high-growth ventures, where he was instrumental in driving strategic initiatives that facilitated scaling and operational improvements. Hanna's insights into market dynamics allow him to navigate complex investment landscapes adeptly while fostering relationships with key stakeholders across the financial spectrum. His commitment to value creation positions him as a significant player within both established companies and emerging startups seeking growth capital.
Investment Philosophy & Strategy
Opportunity often arises at the intersection of innovation and operational excellence. Sean F. Hanna leverages his background in private equity to pinpoint high-potential investments that are ripe for transformation. With a keen eye on scalable business models, he emphasizes initiatives that prioritize long-term value generation through strategic partnerships and market insight. His decision-making process benefits from both rigorous analysis and hands-on experience, allowing him to assess opportunities that may be overlooked by traditional investors. Focused on creating sustainable growth paths, Hanna champions ventures committed to enhancing their competitive edge.
Opportunity often arises at the intersection of innovation and operational excellence. Sean F. Hanna leverages his background in private equity to pinpoint high-potential investments that are ripe for transformation. With a keen eye on scalable business models, he emphasizes initiatives that prioritize long-term value generation through strategic partnerships and market insight. His decision-making process benefits from both rigorous analysis and hands-on experience, allowing him to assess opportunities that may be overlooked by traditional investors. Focused on creating sustainable growth paths, Hanna champions ventures committed to enhancing their competitive edge.
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:
6.18%
Gain -41.86%
Monthly
0.25%
Yearly
2.99%
Drawdown
43.89%
$5.94B
Equity
Holdings
$5.94B
Investment
$4.94B
$1.3B
Profit +$11.65M
Realized
$290.07M
Unrealized
$1.01B
Dividends
$373.13M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-41.86%
Profit
$11.65M
Win %
71%
This Week
Compared To Last Week
Gain
0.93%
Profit
$54.64M
Win %
71%
This Month
Compared to last month
Gain
0.1%
Profit
$6.08M
Win %
71%
This Year
Compared to last year
Gain
8.44%
Profit
$462.31M
Win %
73%
IETH Bitwise Ethereum Option Income Strategy ETF
+4.59%
+$22,476.71 
KRMN Karman Holdings Inc.
+2.62%
+$358,575.84 
IAU iShares Gold Trust
+2.04%
+$1.15M 
GQGU GQG US Equity ETF
+1.96%
+$437,098.55 
GNR SPDR S&P Global Natural Resources ETF
+1.81%
+$372,845.77 
EFA iShares MSCI EAFE ETF
+1.31%
+$135,804.9 
IEFA iShares Core MSCI EAFE ETF
+1.27%
+$1.08M 
VNQ Vanguard Real Estate ETF
+1.24%
+$113,439.32 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.24%
+$79,517.15 
VONV Vanguard Russell 1000 Value Index Fund
+1.21%
+$660,491.61 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.07%
+$228,678.3 
USMV iShares MSCI USA Min Vol Factor ETF
+1.03%
+$39,183 
VIG Vanguard Dividend Appreciation ETF
+0.91%
+$449,938.88 
VDE Vanguard Energy ETF
+0.74%
+$269,658.96 
RSP Invesco S&P 500 Equal Weight ETF
+0.7%
+$8,118 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.64%
+$5.67M 
IXUS iShares Core International Stock ETF
+0.39%
+$11,270.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.37%
+$90,394.14 
DMBS DoubleLine Mortgage ETF
+0.18%
+$35,161.96 
EWC iShares MSCI Canada ETF
+0.17%
+$947.1 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.17%
+$612,365.7 
BSV Vanguard Short-Term Bond ETF
+0.17%
+$24,261.12 
TIP iShares TIPS Bond ETF
+0.15%
+$40,907.04 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.15%
+$982.32 
IWR iShares Russell Mid-Cap ETF
+0.14%
+$1,951.68 
VO Vanguard Mid-Cap ETF
+0.14%
+$2,196.48 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$326,860.86 
VTEB Vanguard Tax-Exempt Bond ETF
+0.12%
+$4,843.8 
URA Global X Uranium ETF
+0.12%
+$955 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$124,512.08 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$100,441.37 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$9,834 
IEF iShares 7-10 Year Treasury Bond ETF
+0.1%
+$18,179.21 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$35,661.43 
VGLT Vanguard Long-Term Treasury Fund
+0.06%
+$80,714.49 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$17,724.8 
VSGX Vanguard ESG International Stock ETF
+0.04%
+$1,022.68 
ACWI iShares MSCI ACWI ETF
+0.02%
+$8,238.43 
VONG Vanguard Russell 1000 Growth Fund
-1.42%
-$374,893.2 
ESGE iShares ESG Aware MSCI EM ETF
-1.24%
-$23,086.8 
JSTC Adasina Social Justice All Cap Global ETF
-1.03%
-$56,849.13 
IEMG iShares Core MSCI Emerging Markets ETF
-0.98%
-$781,004.27 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.81%
-$119,858.91 
AVSC Avantis U.S. Small Cap Equity ETF
-0.78%
-$525,958.95 
VUG Vanguard Growth ETF
-0.78%
-$359,223.18 
IWM iShares Russell 2000 ETF
-0.58%
-$45,708.59 
IJH iShares Core S&P Mid-Cap ETF
-0.46%
-$9,117.25 
ISRA VanEck Israel ETF
-0.32%
-$3,279.15 
ESGV Vanguard ESG U.S. Stock ETF
-0.3%
-$85,093.73 
BIZD VanEck BDC Income ETF
-0.24%
-$72,738.84 
QUAL iShares MSCI USA Quality Factor ETF
-0.2%
-$67,334.29 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.16%
-$4,770.22 
TOV JLens 500 Jewish Advocacy U.S. ETF
-0.14%
-$28,188.13 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$884,986.65 
SPY SPDR S&P 500 ETF Trust
-0.13%
-$22,090.71 
VOO Vanguard S&P 500 ETF
-0.09%
-$1.72M 
VONE Vanguard Russell 1000 ETF
-0.09%
-$4,145.68 
IWV ISHARES RUSSELL 3000 ETF
-0.07%
-$4,670.75 
BNDX Vanguard Total International Bond ETF
-0.06%
-$258,268.8 
BKLN Invesco Senior Loan ETF
-0.05%
-$720.46 
IWB iShares Russell 1000 ETF
-0.03%
-$14,915.76 Events
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Dividends
Dividend Analysis
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| Trades 1368 | Longs Won 849/1368 62% | Profit Factor 8.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.86M |
| Average Win $1.72M | Best Trade (Jul 03) $115.96M | Sharpe Ratio -9.13 |
| Average Loss -$323,266.78 | Worst Trade (Mar 31) -$5.94M | Z-Score -2.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 4w 1d | Expectancy $947,443.83 |
| 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 | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
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