Erica Nortman Portfolio

Invests via Capitol Family Office Inc. | Managed by Erica Nortman, Mark David Nortman

Invests via Capitol Family Office Inc.

Managed by Erica Nortman, Mark David Nortman

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:03 PM

Erica Nortman Profile

Erica Nortman stands out in the realm of investment through her extensive experience as a corporate leader and innovative strategist. With a strong focus on growth-stage companies, she has successfully guided numerous organizations in navigating complex market landscapes to unlock their full potential. Nortman's background encompasses a rich tapestry of entrepreneurial ventures and operational excellence, allowing her to apply practical insights effectively across various sectors. Her role often involves spearheading strategic initiatives that drive sustainable value creation while leveraging industry expertise to enhance competitiveness in rapidly evolving markets.

Investment Philosophy & Strategy

Opportunity emerges from Erica Nortman's dedication to harnessing innovation within growth-stage environments. By leveraging her extensive leadership background, she adopts a distinctive approach to identify untapped potential in dynamic markets. This involves actively seeking high-impact investments that align with transformative trends and customer demand shifts. The ability to pivot strategically allows for tailored initiatives that cultivate operational efficiency and scalable growth paths. Combining a keen eye for competitive landscapes with hands-on experience, she emphasizes value generation through entrepreneurial strategies, ensuring organizations thrive amidst challenges while positioning them at the forefront of their industries.

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:

41.19%

Gain +0.41%

Monthly

0.2%

Yearly

2.47%

Drawdown

24.63%

$92.7M

Equity

Holdings

$92.7M

Investment

$68.1M

$11.93M

Profit +$421,980.83

Realized

-$12.66M

Unrealized

$24.6M

Dividends

$4.96M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.41%

Profit

$421,980.83

Win %

70%

This Week

Compared To Last Week

Gain

-0.24%

Profit

-$220,742.37

Win %

70%

This Month

Compared to last month

Gain

-1.44%

Profit

-$1.35M

Win %

70%

This Year

Compared to last year

Gain

6.27%

Profit

$5.67M

Win %

70%

Gainers
Losers

INTC Intel Corporation

+6.51%

+$54,852.88

T AT&T Inc.

+2.46%

+$1,080.85

JPM JPMorgan Chase & Co.

+2.3%

+$15,450.82

TSLA Tesla, Inc.

+1.88%

+$1,988.83

CAT Caterpillar Inc.

+1.49%

+$9,224.36

XLF Financial Select Sector SPDR Fund

+1.39%

+$18,738.37

AFL Aflac Inc.

+1.17%

+$1,126.08

ESML iShares ESG Aware MSCI USA Small-Cap ETF

+1.13%

+$359.29

DELL Dell Technologies Inc.

+1.13%

+$12,647.65

XLU Utilities Select Sector SPDR Fund

+1.08%

+$137.28

UA Under Armour Inc.

+1.03%

+$117.6

IJR iShares Core S&P Small-Cap ETF

+1%

+$70,294.76

VTV Vanguard Value ETF

+0.94%

+$1,447.87

RSP Invesco S&P 500 Equal Weight ETF

+0.92%

+$7,459.45

XLK State Street Technology Select Sector SPDR ETF

+0.92%

+$58,198.21

IWM iShares Russell 2000 ETF

+0.9%

+$37,319.28

EFIV SPDR S&P 500 ESG ETF

+0.88%

+$59.22

NULV Nuveen ESG Large-Cap Value ETF

+0.73%

+$49.58

HD The Home Depot, Inc.

+0.73%

+$437.37

USSG Xtrackers MSCI USA ESG Leaders Equity ETF

+0.71%

+$48.51

BRK-B Berkshire Hathaway Inc.

+0.69%

+$14,488.79

XLP Consumer Staples Select Sector SPDR Fund

+0.67%

+$153.33

SUSL iShares ESG MSCI USA Leaders ETF

+0.67%

+$134.77

XLI Industrial Select Sector SPDR Fund

+0.61%

+$11,791.51

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$283,953.13

IYK iShares U.S. Consumer Staples ETF

+0.6%

+$130.68

SPY SPDR S&P 500 ETF Trust

+0.57%

+$4.23

ESGV Vanguard ESG U.S. Stock ETF

+0.57%

+$699.29

ESGU iShares ESG Aware MSCI USA ETF

+0.52%

+$34.44

GOOG Alphabet Inc

+0.46%

+$3,470.24

AMGN Amgen Inc.

+0.32%

+$1,322.4

XOM Exxon Mobil Corporation

+0.29%

+$278.37

XLY Consumer Discretionary Select Sector SPDR Fund

+0.27%

+$3,660.17

NVDA NVIDIA Corporation

+0.18%

+$25.9

MSFT Microsoft Corp.

+0.13%

+$3,018.08

SGOV iShares 0-3 Month Treasury Bond ETF

+0.03%

+$68.64

ADBE Adobe Inc.

-6.75%

-$3,103.8

LULU lululemon athletica inc.

-2.52%

-$6,434.72

LLY Eli Lilly and Company

-2.41%

-$60,774.06

NKE Nike, Inc. - Class B

-2.33%

-$42,389.12

AAPL Apple Inc.

-1.52%

-$57,807

DKS Dick's Sporting Goods, Inc.

-1.32%

-$2,128.24

AMZN Amazon.com Inc

-1.21%

-$11,593.97

XLC Communication Services Select Sector SPDR Fund

-0.41%

-$5,815.76

DIS The Walt Disney Company

-0.31%

-$299.15

META Meta Platforms Inc Class A

-0.23%

-$982.79

XLV Health Care Select Sector SPDR Fund

-0.17%

-$262.44

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF

-0.07%

-$719.54

Events

Dividends

Dividend Analysis

No Data

Trades 300	Longs Won 156/300 52%	Profit Factor 1.49
Profitability	Shorts Won 0/0 0%	Standard Deviation $726,139.91
Average Win $232,773.96	Best Trade (Jun 12) $7.95M	Sharpe Ratio -8.57
Average Loss -$169,312.85	Worst Trade (Jun 30) -$3.17M	Z-Score -2.46 (100%)
Commissions $0	Avg. Trade Length 1y 4m 6d	Expectancy $39,772.29

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%	0.08%	0.7%	4.47%	23.05%
Consecutive Losing Trades	547	493	438	383	328	274	219	164	109	55