TGL

Tommy Glynn Lewis Portfolio

Invests via First Financial Group Corp | Managed by Tommy Glynn Lewis
Invests via First Financial Group Corp
Managed by Tommy Glynn Lewis
Automatically Tracked
Tracking: 0 Updated: Jul 16 at 04:20 AM

Investor and startup operator focused on fintech and consumer internet, Tommy Glynn Lewis brings founder-level operating experience to early-stage venture and strategic advisory roles. Prior roles include startup leadership, product and go-to-market responsibilities, and board/advisor positions supporting capital formation and scaling. Market-facing strengths include growth strategy, fundraising readiness, and cross-functional execution. Engages with seed and Series A rounds, often advising on unit economics, customer acquisition, and investor communications.

Investor and startup operator focused on fintech and consumer internet, Tommy Glynn Lewis brings founder-level operating experience to early-stage venture and strategic advisory roles. Prior roles include startup leadership, product and go-to-market responsibilities, and board/advisor positions supporting capital formation and scaling. Market-facing strengths include growth strategy, fundraising readiness, and cross-functional execution. Engages with seed and Series A rounds, often advising on unit economics, customer acquisition, and investor communications.

Investment Philosophy & Strategy

Combines founder-operator instincts with an investor’s focus on early-stage fintech and consumer internet opportunities. Prioritizes capital-efficient paths to product-market fit, unit-economics improvement and scalable customer acquisition. Deploys seed and Series A capital alongside active advisory or board roles, emphasizing GTM execution, fundraising readiness and measurable KPIs (CAC, LTV, retention). Investment horizon targets rapid validation and disciplined follow-on reserve allocation; decision-making is hands-on, metrics-driven and founder-aligned.

Combines founder-operator instincts with an investor’s focus on early-stage fintech and consumer internet opportunities. Prioritizes capital-efficient paths to product-market fit, unit-economics improvement and scalable customer acquisition. Deploys seed and Series A capital alongside active advisory or board roles, emphasizing GTM execution, fundraising readiness and measurable KPIs (CAC, LTV, retention). Investment horizon targets rapid validation and disciplined follow-on reserve allocation; decision-making is hands-on, metrics-driven and founder-aligned.

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:
21.71%
Gain +0.41%
Monthly
1.07%
Yearly
13.64%
Drawdown
14.57%
$139.02M
Equity
Holdings
$139.02M
Investment
$119.83M
$19.56M
Profit +$431,321.28
Realized
$355,562.52
Unrealized
$19.21M
Dividends
$3.37M

Goals

Avg. 55% completed goals
Yearly
Gain > 5%
2026
10%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.41%
Profit
$431,321.28
Win %
71%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$24,884.47
Win %
71%
This Month
Compared to last month
Gain
0.54%
Profit
$749,751.33
Win %
71%
This Year
Compared to last year
Gain
0.49%
Profit
$674,913.74
Win %
68%
Apple Inc. logo
AAPL Apple Inc.
+4.01%
+$244,508.16
Alphabet Inc logo
GOOGL Alphabet Inc
+3.17%
+$32,107.71
Microsoft Corp. logo
MSFT Microsoft Corp.
+2.78%
+$185,345.57
Wells Fargo & Company logo
WFC Wells Fargo & Company
+2.62%
+$6,284.14
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
+2.23%
+$6,103.02
General Electric Company logo
GE General Electric Company
+1.87%
+$8,778.11
Bank of America Corporation logo
BAC Bank of America Corporation
+1.6%
+$3,516.25
Broadcom Inc. logo
AVGO Broadcom Inc.
+1.33%
+$3,324.32
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.43%
+$5,233.9
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.33%
+$8,062.6
Janus Henderson Short Duration Income ETF logo
VNLA Janus Henderson Short Duration Income ETF
+0.06%
+$3,387.18
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$79.86
DoubleLine Opportunistic Bond ETF logo
DBND DoubleLine Opportunistic Bond ETF
+0.01%
+$23.48
First Trust Enhanced Short Maturity Fund logo
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$71.02
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
0%
+$63.26
Global X Artificial Intelligence & Technology ETF logo
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0
Amazon.com Inc logo
AMZN Amazon.com Inc
0%
-$0.07
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
0%
$0
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
0%
$0
BlackRock Science and Technology Trust logo
BST BlackRock Science and Technology Trust
0%
$0
Capital One Financial Corporation logo
COF Capital One Financial Corporation
0%
$0
Dimensional US Core Equity 1 ETF logo
DCOR Dimensional US Core Equity 1 ETF
0%
$0
DoubleLine Commercial Real Estate ETF logo
DCRE DoubleLine Commercial Real Estate ETF
0%
$0
Dimensional U.S. Core Equity 2 ETF logo
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0
Dimensional International Core Equity Market ETF logo
DFAI Dimensional International Core Equity Market ETF
0%
$0
Dimensional US Real Estate ETF logo
DFAR Dimensional US Real Estate ETF
0%
$0
Dimensional U.S. Small Cap ETF logo
DFAS Dimensional U.S. Small Cap ETF
0%
$0
Dimensional US Targeted Value ETF logo
DFAT Dimensional US Targeted Value ETF
0%
$0
Dimensional US Core Equity Market ETF logo
DFAU Dimensional US Core Equity Market ETF
0%
$0
Dimensional World ex U.S. Core Equity 2 ETF logo
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0
Dimensional Core Fixed Income ETF logo
DFCF Dimensional Core Fixed Income ETF
0%
$0
Dimensional Emerging Markets Core Equity 2 ETF logo
DFEM Dimensional Emerging Markets Core Equity 2 ETF
0%
$0
Dimensional Emerging Markets Value ETF logo
DFEV Dimensional Emerging Markets Value ETF
0%
$0
Dimensional Global Core Fixed Income Fund logo
DFGP Dimensional Global Core Fixed Income Fund
0%
-$0.01
Dimensional Global ex US Core Fixed Income Fund logo
DFGX Dimensional Global ex US Core Fixed Income Fund
0%
$0
Dimensional International Core Equity Market ETF logo
DFIC Dimensional International Core Equity Market ETF
0%
$0
Dimensional Inflation-Protected Securities ETF logo
DFIP Dimensional Inflation-Protected Securities ETF
0%
$0
Dimensional International Value ETF logo
DFIV Dimensional International Value ETF
0%
$0
Dimensional US Large Cap Value ETF logo
DFLV Dimensional US Large Cap Value ETF
0%
+$0.14
Dimensional International Sustainability Core 1 ETF logo
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0
Dimensional US Small Cap Value ETF logo
DFSV Dimensional US Small Cap Value ETF
0%
$0
Dimensional U.S. Equity Market ETF logo
DFUS Dimensional U.S. Equity Market ETF
0%
$0
Dimensional US Large Cap Vector ETF logo
DFVX Dimensional US Large Cap Vector ETF
0%
-$3.69
Dimensional International High Profitability Portfolio logo
DIHP Dimensional International High Profitability Portfolio
0%
$0
Dimensional US High Profitability ETF logo
DUHP Dimensional US High Profitability ETF
0%
$0
Dimensional Ultrashort Fixed Income ETF logo
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0
First Trust TCW Opportunistic Fixed Income Fund logo
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
$0
First Trust Preferred Securities and Income ETF logo
FPE First Trust Preferred Securities and Income ETF
0%
$0
First Trust High Yield Opportunities 2027 Fund logo
FTHY First Trust High Yield Opportunities 2027 Fund
0%
$0
First Trust Senior Loan ETF logo
FTSL First Trust Senior Loan ETF
0%
$0
GE Vernova Inc. logo
GEV GE Vernova Inc.
0%
$0
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
0%
$0
iShares Gold Trust logo
IAU iShares Gold Trust
0%
$0
International Business Machines Corporation logo
IBM International Business Machines Corporation
0%
$0
iShares International Select Dividend ETF logo
IDV iShares International Select Dividend ETF
0%
$0
Vanguard S&P Mid-Cap 400 ETF logo
IVOO Vanguard S&P Mid-Cap 400 ETF
0%
$0
Janus Henderson AAA CLO ETF logo
JAAA Janus Henderson AAA CLO ETF
0%
$0
Johnson & Johnson logo
JNJ Johnson & Johnson
0%
$0
Lam Research Corporation logo
LRCX Lam Research Corporation
0%
-$0.01
Mastercard Incorporated logo
MA Mastercard Incorporated
0%
$0
VanEck Morningstar Wide Moat Fund logo
MOAT VanEck Morningstar Wide Moat Fund
0%
$0
Procter & Gamble Co logo
PG Procter & Gamble Co
0%
$0
iShares MSCI USA Quality Factor ETF logo
QUAL iShares MSCI USA Quality Factor ETF
0%
-$0.03
Schwab 1-5 Year Corporate Bond ETF logo
SCHJ Schwab 1-5 Year Corporate Bond ETF
0%
$0
Schwab Short-Term U.S. Treasury ETF logo
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
0%
$0
VanEck Morningstar SMID Moat ETF logo
SMOT VanEck Morningstar SMID Moat ETF
0%
-$0.02
iShares Semiconductor ETF logo
SOXX iShares Semiconductor ETF
0%
$0
Truist Financial Corporation logo
TFC Truist Financial Corporation
0%
$0
WisdomTree Floating Rate Treasury Fund logo
USFR WisdomTree Floating Rate Treasury Fund
0%
$0
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0
Walmart Inc. logo
WMT Walmart Inc.
0%
$0
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
0%
$0
Utilities Select Sector SPDR Fund logo
XLU Utilities Select Sector SPDR Fund
0%
$0
Duke Energy Corporation logo
DUK Duke Energy Corporation
-1.61%
-$7,778.96
Labcorp Holdings Inc. logo
LH Labcorp Holdings Inc.
-1.34%
-$54,087.87
Amphenol Corporation logo
APH Amphenol Corporation
-0.84%
-$2,399.32
Tesla, Inc. logo
TSLA Tesla, Inc.
-0.43%
-$3,653.26
AbbVie Inc. logo
ABBV AbbVie Inc.
-0.27%
-$633.82
Visa Inc. Class A logo
V Visa Inc. Class A
-0.25%
-$924.87
Dimensional Emerging Core Equity Market ETF logo
DFAE Dimensional Emerging Core Equity Market ETF
-0.18%
-$5,931.31
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Dividends

Dividend Analysis

Yearly
$
Trades
469
Longs Won
318/469 67%
Profit Factor
14.53
Profitability
Shorts Won
0/0 0%
Standard Deviation
$204,858.73
Average Win
$66,071.52
Best Trade
(Jul 16) $2.77M
Sharpe Ratio
-11.72
Average Loss
-$9,578.11
Worst Trade
(Jul 16) -$435,123.84
Z-Score
8.23 (100%)
Commissions
$0
Avg. Trade Length
9m 3w
Expectancy
$41,715.24
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 14,493 13,043 11,594 10,145 8,696 7,246 5,797 4,348 2,899 1,449
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
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Option values are updated at end of day.
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Account USV