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
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.
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.
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:
60.12%
Gain -0.11%
Monthly
0.64%
Yearly
7.96%
Drawdown
22.22%
$96.75M
Equity
Holdings
$96.75M
Investment
$68.8M
$10.76M
Profit -$73,195.54
Realized
-$17.19M
Unrealized
$27.95M
Dividends
$5.47M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$73,195.54
Win %
73%
This Week
Compared To Last Week
Gain
2.84%
Profit
$2.67M
Win %
73%
This Month
Compared to last month
Gain
2.84%
Profit
$2.67M
Win %
73%
This Year
Compared to last year
Gain
2.19%
Profit
$2.07M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$160,555.96 
GOOG Alphabet Inc
+6.88%
+$55,288.79 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$49,761.25 
META Meta Platforms Inc Class A
+3.28%
+$16,795.99 
MSFT Microsoft Corp.
+3.02%
+$76,408.14 
NVDA NVIDIA Corporation
+2.93%
+$399.7 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$23,401.02 
SUSL iShares ESG MSCI USA Leaders ETF
+1.47%
+$299.31 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+1.43%
+$97.12 
EFIV SPDR S&P 500 ESG ETF
+1.1%
+$74.26 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$17,146.25 
TSLA Tesla, Inc.
+0.76%
+$625.39 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$48.3 
CAT Caterpillar Inc.
+0.7%
+$4,643.72 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$850.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$253,924.66 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,410.24 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$22.78 
JPM JPMorgan Chase & Co.
+0.27%
+$2,382.9 
USB U.S. Bancorp
+0.17%
+$97.24 
T AT&T Inc.
+0.17%
+$76.52 
DELL Dell Technologies Inc.
+0.14%
+$1,293.04 
AFL Aflac Inc.
+0.09%
+$99.36 
DIS The Walt Disney Company
+0.03%
+$23.94 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$48.52 
AAPL Apple Inc.
-7.35%
-$303,680.2 
UA Under Armour Inc.
-2.84%
-$372.4 
DKS Dick's Sporting Goods, Inc.
-2%
-$2,876 
NKE Nike, Inc. - Class B
-1.37%
-$19,120.28 
INTC Intel Corporation
-1.02%
-$3,488.43 
XOM Exxon Mobil Corporation
-0.97%
-$563.04 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$184.14 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$89.59 
AMGN Amgen Inc.
-0.64%
-$2,876.81 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$516.04 
LLY Eli Lilly and Company
-0.53%
-$12,627.8 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$112.98 
IWM iShares Russell 2000 ETF
-0.47%
-$29,811.12 
HD The Home Depot, Inc.
-0.42%
-$254.37 
VTV Vanguard Value ETF
-0.27%
-$421.84 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$13,715.36 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$802.54 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$53.1 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,872.16 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,775.16 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,433.04 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 330 | Longs Won 183/330 55% | Profit Factor 1.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $740,369.67 |
| Average Win $217,845.93 | Best Trade (Aug 06) $8.48M | Sharpe Ratio -9.79 |
| Average Loss -$197,969.58 | Worst Trade (Jun 30) -$3.17M | Z-Score 1.5 (86.7%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w | Expectancy $32,619.02 |
| 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% | 0.04% | 0.29% | 1.67% | 7.74% | 29.87% |
| Consecutive Losing Trades | 489 | 440 | 391 | 342 | 293 | 244 | 196 | 147 | 98 | 49 |
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
FAQ
Which stocks have generated the highest profits for Erica Nortman?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $3.79M, iShares Russell 2000 ETF - $1.62M, Invesco S&P 500 Equal Weight ETF - $1.1M, Microsoft Corp - $965,416.5, and Berkshire Hathaway Inc - $869,556.43. 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: Nike, Inc. - Class B - $3.5M, State Street Technology Select Sector SPDR ETF - $3.46M, The Real Estate Select Sector SPDR Fund - $1.58M, Consumer Discretionary Select Sector SPDR Fund - $1.43M, and Amazon.com Inc - $1.21M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Erica Nortman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.47M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $1.49M, Texas Capital Government Money Market Fund - $624,433.42, Nike, Inc. - Class B - $357,099.74, SPDR Portfolio Short Term Treasury ETF - $300,003.4, and iShares Russell 2000 ETF - $214,051.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Erica Nortman's monthly returns?
Erica Nortman'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 Erica Nortman's strategy be considered aggressive or moderate?
Erica Nortman'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 Erica Nortman's strategy?
Erica Nortman'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.
