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:
121.41%
Gain -0.31%
Monthly
0.82%
Yearly
10.28%
Drawdown
23.28%
$7.12B
Equity
Holdings
$7.12B
Investment
$5.61B
$1.98B
Profit -$8.11M
Realized
$473.74M
Unrealized
$1.51B
Dividends
$382.77M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$8.11M
Win %
73%
This Week
Compared To Last Week
Gain
2.65%
Profit
$183.61M
Win %
73%
This Month
Compared to last month
Gain
3.63%
Profit
$249.25M
Win %
73%
This Year
Compared to last year
Gain
2.8%
Profit
$194M
Win %
75%
KRMN Karman Holdings Inc.
+2.5%
+$103,424.31 
VDE Vanguard Energy ETF
+1.38%
+$385,144.26 
IAU iShares Gold Trust
+0.61%
+$353,900 
GNR SPDR S&P Global Natural Resources ETF
+0.58%
+$98,815.29 
IWM iShares Russell 2000 ETF
+0.52%
+$41,767.6 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.47%
+$56,437.72 
AVSC Avantis U.S. Small Cap Equity ETF
+0.37%
+$267,394.96 
VO Vanguard Mid-Cap ETF
+0.26%
+$4,392.96 
VNQ Vanguard Real Estate ETF
+0.25%
+$23,633.25 
EWC iShares MSCI Canada ETF
+0.21%
+$1,231.25 
IWR iShares Russell Mid-Cap ETF
+0.1%
+$1,341.78 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$377,248.4 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$7,330.92 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$2,440.4 
VSGX Vanguard ESG International Stock ETF
+0.01%
+$315.7 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
EAGL Eagle Capital Select Equity ETF
0%
$0 
BIZD VanEck BDC Income ETF
-1.26%
-$324,280.44 
IBIT iShares Bitcoin Trust
-0.7%
-$7,374.25 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$901,675.74 
QUAL iShares MSCI USA Quality Factor ETF
-0.59%
-$205,057.33 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$180,294.63 
ISRA VanEck Israel ETF
-0.47%
-$4,996.8 
VUG Vanguard Growth ETF
-0.43%
-$210,632.76 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$709,241.11 
QLTY GMO U.S. Quality ETF
-0.37%
-$23,698.24 
DMBS DoubleLine Mortgage ETF
-0.34%
-$72,870.43 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$8,566.95 
VONG Vanguard Russell 1000 Growth Fund
-0.29%
-$74,532.8 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$52,723.38 
ESGV Vanguard ESG U.S. Stock ETF
-0.24%
-$33,480.81 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$130,476.7 
GQGU GQG US Equity ETF
-0.22%
-$52,556.94 
TOV JLens 500 Jewish Advocacy U.S. ETF
-0.22%
-$45,101.02 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$274,700.58 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$35,528.65 
AOK iShares Core Conservative Allocation ETF
-0.19%
-$13,661.84 
VOO Vanguard S&P 500 ETF
-0.19%
-$3.69M 
IVV iShares Core S&P 500 ETF
-0.18%
-$180,885.41 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$633,286.1 
TIP iShares TIPS Bond ETF
-0.16%
-$31,419.23 
IWB iShares Russell 1000 ETF
-0.15%
-$77,064.64 
VONE Vanguard Russell 1000 ETF
-0.14%
-$7,046.9 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$85,035.3 
ACWI iShares MSCI ACWI ETF
-0.12%
-$42,225.35 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$755,484.92 
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$6,568.8 
VT Vanguard Total World Stock ETF
-0.09%
-$1.26M 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$22,691.76 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$280.66 
JSTC Adasina Social Justice All Cap Global ETF
-0.02%
-$744.59 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$18,180.06 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$28,415.65 Events
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Dividends
Dividend Analysis
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| Trades 1406 | Longs Won 938/1406 66% | Profit Factor 12.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.33M |
| Average Win $2.29M | Best Trade (Aug 15) $127.5M | Sharpe Ratio -8.75 |
| Average Loss -$363,337.36 | Worst Trade (Jun 29) -$7.45M | Z-Score -2.04 (99.51%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 2d | Expectancy $1.41M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWI iShares MSCI ACWI ETF | 222,227 | $26.45M | $36.07M | - | $9.61M | 36.33% | -0.117% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1.31M | $129.69M | $127.51M | - | -$2.18M | -1.68% | -0.215% |
| AOK iShares Core Conservative Allocation ETF | 170,773 | $7.08M | $7.08M | - | -$3,415.46 | -0.05% | -0.193% |
| AVSC Avantis U.S. Small Cap Equity ETF | 954,982 | $54.75M | $71.86M | - | $17.12M | 31.26% | +0.373% |
| BIZD VanEck BDC Income ETF | 1.91M | $26.11M | $25.5M | - | -$611,293.56 | -2.34% | -1.256% |
| BND Vanguard Total Bond Market Index Fund | 767,510 | $56.65M | $55.5M | - | -$1.16M | -2.04% | -0.235% |
| BSV Vanguard Short-Term Bond ETF | 378,196 | $29.61M | $29.36M | - | -$249,129.66 | -0.84% | -0.077% |
| DMBS DoubleLine Mortgage ETF | 441,639 | $21.92M | $21.32M | - | -$595,608.31 | -2.72% | -0.341% |
| EAGL Eagle Capital Select Equity ETF | 84,697 | $2,724.7 | $2,724.7 | - | - | - | 0.0 |
| ESGV Vanguard ESG U.S. Stock ETF | 101,457 | $12.16M | $13.95M | - | $1.78M | 14.67% | -0.239% |
| EWC iShares MSCI Canada ETF | 9,471 | $478,759.05 | $589,380.33 | - | $110,621.28 | 23.11% | +0.209% |
| GNR SPDR S&P Global Natural Resources ETF | 229,803 | $13.68M | $17.21M | - | $3.53M | 25.79% | +0.577% |
| GQGU GQG US Equity ETF | 875,949 | $22.12M | $23.42M | - | $1.31M | 5.9% | -0.224% |
| IAU iShares Gold Trust | 707,800 | $37.8M | $58.24M | - | $20.43M | 54.05% | +0.611% |
| IBIT iShares Bitcoin Trust | 29,497 | $1.27M | $1.05M | - | -$223,019.76 | -17.51% | -0.697% |
| IDEV iShares Core MSCI International Developed Markets ETF (IDEV) | 388,432 | $33.26M | $36.34M | - | $3.08M | 9.25% | 0.0 |
| IEF iShares 7-10 Year Treasury Bond ETF | 202,783 | $19.54M | $18.87M | - | -$674,929.61 | -3.45% | -0.279% |
| IEFA iShares Core MSCI EAFE ETF | 909,003 | $69.9M | $91.98M | - | $22.08M | 31.59% | -0.02% |
| IEMG iShares Core MSCI Emerging Markets ETF | 850,353 | $51.79M | $69.04M | - | $17.25M | 33.3% | -0.123% |
| ISRA VanEck Israel ETF | 15,615 | $564,013.8 | $1.06M | - | $500,304.6 | 88.7% | -0.467% |
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FAQ
Which stocks have generated the highest profits for Sean F. Hanna?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $168.45M, Vanguard Total World Stock ETF - $161.39M, iShares Core S&P 500 ETF - $61.4M, VANGUARD FTSE DEVELOPED MARKETS ETF - $52.79M, and Vanguard Growth ETF - $39.77M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Invesco S&P 500 Equal Weight ETF - $6.59M, iShares 10-20 Year Treasury Bond ETF - $5.46M, Karman Holdings Inc - $3.29M, iShares MSCI South Africa ETF - $2.91M, and iShares 20+ Year Treasury Bond ETF - $2.18M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sean F. Hanna's portfolio generate?
The portfolio generates substantial dividend income, with a total of $382.77M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $56.34M, Vanguard Total World Stock ETF - $55.43M, VANGUARD FTSE DEVELOPED MARKETS ETF - $43.11M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $25.79M, and iShares Core U.S. Aggregate Bond ETF - $20.54M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sean F. Hanna's monthly returns?
Sean F. Hanna's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Sean F. Hanna's strategy be considered aggressive or moderate?
Sean F. Hanna's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Sean F. Hanna's strategy?
Sean F. Hanna's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
