Margaret Nickens Portfolio
Invests via Elm3 Financial Group, LLC | Managed by Stacey Ann Nickens, Margaret Nickens
Invests via Elm3 Financial Group, LLC
Managed by Stacey Ann Nickens, Margaret Nickens
Automatically Tracked
Margaret Nickens Profile
Seasoned investor and operational executive focused on healthcare and growth-stage technology companies, Margaret Nickens brings public markets and private equity sensibilities to board and portfolio roles. She has led cross-functional teams, structured transactions and overseen M&A and capital-raising initiatives at mid-market firms. Known for strategic diligence, commercial scaling and governance expertise, she advises CEOs and investors on go-to-market, partnerships and exit planning.
Seasoned investor and operational executive focused on healthcare and growth-stage technology companies, Margaret Nickens brings public markets and private equity sensibilities to board and portfolio roles. She has led cross-functional teams, structured transactions and overseen M&A and capital-raising initiatives at mid-market firms. Known for strategic diligence, commercial scaling and governance expertise, she advises CEOs and investors on go-to-market, partnerships and exit planning.
Investment Philosophy & Strategy
Combines public-market rigor with private-equity playbooks to back growth-stage healthcare and technology companies where commercial strategy and governance drive value. Prioritizes diligence on product-market fit, revenue model scalability and partnership-led distribution; structures deals that align management incentives with clear milestones and exit optionality. Employs a pragmatic time horizon focused on accelerated commercial scaling and de-risking via staged capital, active board engagement, and disciplined M&A or capital-raise pathways to crystallize returns.
Combines public-market rigor with private-equity playbooks to back growth-stage healthcare and technology companies where commercial strategy and governance drive value. Prioritizes diligence on product-market fit, revenue model scalability and partnership-led distribution; structures deals that align management incentives with clear milestones and exit optionality. Employs a pragmatic time horizon focused on accelerated commercial scaling and de-risking via staged capital, active board engagement, and disciplined M&A or capital-raise pathways to crystallize returns.
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:
1.44%
Gain
Monthly
0.08%
Yearly
0.93%
Drawdown
22.13%
$134.85M
Equity
Holdings
$134.85M
Investment
$106.73M
$29.78M
Profit -$983,670.44
Realized
$1.66M
Unrealized
$28.12M
Dividends
$4.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$983,670.44
Win %
72%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$1.19M
Win %
72%
This Month
Compared to last month
Gain
-0.92%
Profit
-$1.25M
Win %
72%
This Year
Compared to last year
Gain
14.47%
Profit
$17.05M
Win %
69%
MCK McKesson Corporation
+5.49%
+$14,262.5 
NDAQ Nasdaq, Inc.
+3.34%
+$15,500.1 
AZO AutoZone Inc.
+2.58%
+$5,664.7 
COST Costco Wholesale Corporation
+2.41%
+$15,782.97 
SPGI S&P Global Inc.
+2.34%
+$7,502.39 
MPC Marathon Petroleum Corporation
+2.19%
+$7,353.76 
PPH VanEck Pharmaceutical ETF
+2.1%
+$5,555.08 
MSFT Microsoft Corp.
+2.09%
+$82,526.43 
BXSL Blackstone Secured Lending Fund
+1.7%
+$11,934 
FHLC Fidelity MSCI Health Care Index ETF
+1.7%
+$8,015.89 
AAPL Apple Inc.
+1.65%
+$71,485.2 
HD The Home Depot, Inc.
+1.52%
+$22,273.2 
LLY Eli Lilly and Company
+1.24%
+$58,063.65 
LNG Cheniere Energy Inc.
+1.21%
+$3,196.1 
PH Parker-Hannifin Corporation
+1.06%
+$3,606.85 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.95%
+$3,127.56 
ACGL Arch Capital Group Ltd
+0.89%
+$4,184.4 
PHK PIMCO High Income Fund
+0.75%
+$9,067.42 
PCN PIMCO Corporate & Income Strategy Fund
+0.68%
+$2,773.36 
RSP Invesco S&P 500 Equal Weight ETF
+0.67%
+$13,088.62 
DTM Dt Midstream Inc.
+0.67%
+$4,628.79 
ATO Atmos Energy Corporation
+0.65%
+$2,740.25 
AMZN Amazon.com Inc
+0.61%
+$56,870.96 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$1,419.84 
PFN PIMCO Income Strategy Fund II
+0.56%
+$1,507.84 
PDI Pimco Dynamic Income Fund
+0.42%
+$8,954.17 
BRLN iShares Floating Rate Bond ETF
+0.37%
+$2,644.39 
BKSE BNY Mellon US Small Cap Core Equity ETF
+0.3%
+$743.06 
LMT Lockheed Martin Corporation
+0.3%
+$765 
GOOG Alphabet Inc
+0.29%
+$2,145.36 
GOOGL Alphabet Inc
+0.27%
+$8,126.73 
PTY PIMCO Corporate & Income Opportunity Fund
+0.26%
+$4,896.92 
BTZ BlackRock Credit Allocation Income Trust
+0.25%
+$285 
XMHQ Invesco S&P MidCap Quality ETF
+0.21%
+$544.73 
VB Vanguard Small-Cap ETF
+0.18%
+$2,460.19 
FDEV Fidelity International Multi-Asset Fund
+0.12%
+$1,719.05 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$660.38 
FIDI Fidelity International High Dividend ETF
+0.07%
+$295.62 
FLBL Franklin Senior Loan ETF
+0.07%
+$267.66 
PFL PIMCO Income Strategy Fund
+0.06%
+$129.43 
BIT BlackRock Multi-Sector Income Trust
+0.04%
+$87.88 
FLDR Fidelity Low Duration Bond ETF
+0.04%
+$208.03 
BKLN Invesco Senior Loan ETF
+0.02%
+$49.63 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$152.48 
IFRA iShares U.S. Infrastructure
+0.02%
+$181.82 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.01%
+$116.38 
THYF T. Rowe Price U.S. High Yield ETF
+0.01%
+$121.06 
FFDI
0%
$0 
FFGX
0%
$0 
GFLW
0%
$0 
PCMM
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTMI TTM Technologies, Inc.
-8.63%
-$29,602.14 
EWY iShares MSCI South Korea ETF
-4.39%
-$78,491.3 
VRT Vertiv Holdings Co
-4.36%
-$30,039.36 
AVGO Broadcom Inc.
-4.1%
-$264,106.14 
STRL Sterling Infrastructure, Inc.
-3.9%
-$68,878.44 
HWM Howmet Aerospace Inc.
-3.81%
-$81,549.18 
SMH VanEck Semiconductor ETF
-3.78%
-$44,255.56 
MOD Modine Manufacturing Company
-3.66%
-$18,862.15 
MTUM iShares MSCI USA Momentum Factor ETF
-3.02%
-$98,676.9 
CEG Constellation Energy Corporation
-2.76%
-$10,423.48 
EME EMCOR Group, Inc.
-2.6%
-$7,952.04 
ANET Arista Networks, Inc.
-2.54%
-$11,725 
XBI SPDR S&P Biotech ETF
-2.5%
-$10,830.7 
NVDA NVIDIA Corporation
-2.41%
-$211,655.68 
FEMR Fidelity Enhanced Emerging Markets ETF
-2.4%
-$17,832.5 
KLAC KLA Corporation
-2.27%
-$27,540 
EWT iShares MSCI Taiwan ETF
-2.24%
-$26,505.2 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-2.02%
-$23,067.05 
FTEC Fidelity MSCI Information Technology Index ETF
-1.89%
-$39,203.19 
XMMO Invesco S&P MidCap Momentum ETF
-1.86%
-$64,149.9 
UTES Virtus Reaves Utilities ETF
-1.76%
-$19,094.11 
META Meta Platforms Inc Class A
-1.7%
-$10,702.26 
GDE WisdomTree Efficient Gold Plus
-1.69%
-$11,858.7 
FBCG Fidelity Blue Chip Growth Fund
-1.47%
-$9,290.19 
IWP iShares Russell Mid-Cap Growth ETF
-1.4%
-$8,796.48 
IWY iShares Russell Top 200 Growth ETF
-1.39%
-$11,030.88 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.37%
-$12,602.15 
VOT Vanguard Mid-Cap Growth ETF
-1.35%
-$3,143.4 
VTWG Vanguard Russell 2000 Growth ETF
-1.32%
-$11,948.22 
QQQM Invesco NASDAQ 100 ETF
-1.24%
-$52,312.38 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$61,324.56 
VBK Vanguard Small-Cap Growth ETF
-1.21%
-$12,888.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.03%
-$6,109.26 
QGRW WisdomTree U.S. Quality Growth Fund
-1.02%
-$2,856 
UPV ProShares Ultra FTSE Europe
-0.98%
-$2,362.17 
WRB W.R. Berkley Corporation
-0.87%
-$14,182.18 
EPOL iShares MSCI Poland ETF
-0.85%
-$6,170.5 
PGR Progressive Corporation
-0.77%
-$6,468.52 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.72%
-$2,577 
PANW Palo Alto Networks, Inc.
-0.66%
-$6,454.1 
EFO ProShares Ultra MSCI EAFE
-0.61%
-$1,774.16 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-0.55%
-$2,065.08 
FFLC Fidelity Large Cap Core Fund
-0.52%
-$2,815.11 
JPM JPMorgan Chase & Co.
-0.46%
-$2,915.69 
TDG TransDigm Group Inc.
-0.39%
-$2,814.66 
EWD iShares MSCI Sweden ETF
-0.3%
-$646.95 
VGK Vanguard FTSE Europe ETF
-0.29%
-$756.34 
EWW iShares MSCI Mexico ETF
-0.28%
-$658.77 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$1,087.84 
IVV iShares Core S&P 500 ETF
-0.27%
-$1,289.82 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$2,493.8 
DIM WisdomTree International MidCap Dividend Fund
-0.22%
-$669.94 
PKB Invesco Building & Construction ETF
-0.14%
-$895.02 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
-0.13%
-$645.02 
CGDV Capital Group Dividend Value ETF
-0.13%
-$1,808.43 
FCOM Fidelity MSCI Communication Services Index ETF
-0.13%
-$732.54 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.12%
-$4,289.73 
VO Vanguard Mid-Cap ETF
-0.11%
-$1,443.72 
PAVE Global X U.S. Infrastructure Development ETF
-0.08%
-$459.54 
JCPB JPMorgan Core Plus Bond ETF
-0.06%
-$264.24 
SCYB Schwab High Yield Bond ETF
-0.06%
-$1,411.32 
LVHI Franklin International Low Volatility High Dividend ETF
-0.02%
-$76.34 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$519.13 
CLOA iShares AAA CLO ETF
-0.02%
-$55.49 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.02%
-$36.1 Events
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Dividends
Dividend Analysis
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| Trades 629 | Longs Won 426/629 67% | Profit Factor 9.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $231,696.69 |
| Average Win $78,499.98 | Best Trade (Jul 15) $3.2M | Sharpe Ratio -1,769.61 |
| Average Loss -$18,025.72 | Worst Trade (Jul 10) -$370,761.56 | Z-Score 5.89 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $47,347.81 |
| 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 | 7,463 | 6,716 | 5,970 | 5,224 | 4,478 | 3,731 | 2,985 | 2,239 | 1,493 | 746 |
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Returns
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