AG
Alan Gilmore Portfolio
Invests via Financial Futures Ltd. Liability Co. | Managed by Alan Gilmore
Invests via Financial Futures Ltd. Liability Co.
Managed by Alan Gilmore
Automatically Tracked
Alan Gilmore Profile
With a rich background in technology and innovation, Alan Gilmore stands out as a dynamic entrepreneur in the tech sector. He has led several successful startups that harness emerging technologies to disrupt traditional markets. His extensive experience includes guiding teams through complex product developments and fostering partnerships with industry leaders. Having cultivated expertise across software development and strategic growth initiatives, he brings valuable insights into market trends and customer needs. Recognized for his ability to drive scalable solutions, Gilmore continues to be an influential figure within the startup ecosystem, shaping its future through innovative ventures.
With a rich background in technology and innovation, Alan Gilmore stands out as a dynamic entrepreneur in the tech sector. He has led several successful startups that harness emerging technologies to disrupt traditional markets. His extensive experience includes guiding teams through complex product developments and fostering partnerships with industry leaders. Having cultivated expertise across software development and strategic growth initiatives, he brings valuable insights into market trends and customer needs. Recognized for his ability to drive scalable solutions, Gilmore continues to be an influential figure within the startup ecosystem, shaping its future through innovative ventures.
Investment Philosophy & Strategy
Opportunity arises from the intersection of technological advancement and consumer demand, a realm where Alan Gilmore thrives. His entrepreneurial endeavors center around leveraging innovation to create scalable solutions that resonate within competitive markets. By adopting an agile approach to startups, he remains adept at identifying disruptive technologies that can redefine sectors. This keen awareness is complemented by his operational acumen, enabling strategic decisions that optimize growth potential while fostering sustainable partnerships. As an advocate for transformative thinking in technology-driven environments, he continues to influence the trajectory of modern business through pioneering initiatives.
Opportunity arises from the intersection of technological advancement and consumer demand, a realm where Alan Gilmore thrives. His entrepreneurial endeavors center around leveraging innovation to create scalable solutions that resonate within competitive markets. By adopting an agile approach to startups, he remains adept at identifying disruptive technologies that can redefine sectors. This keen awareness is complemented by his operational acumen, enabling strategic decisions that optimize growth potential while fostering sustainable partnerships. As an advocate for transformative thinking in technology-driven environments, he continues to influence the trajectory of modern business through pioneering initiatives.
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:
30.88%
Gain +0.39%
Monthly
0.24%
Yearly
2.95%
Drawdown
17.94%
$233.73M
Equity
Holdings
$233.73M
Investment
$186.36M
$41.27M
Profit +$1.01M
Realized
-$6.11M
Unrealized
$47.38M
Dividends
$19.57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.39%
Profit
$1.01M
Win %
82%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$1.11M
Win %
82%
This Month
Compared to last month
Gain
-0.52%
Profit
-$1.22M
Win %
82%
This Year
Compared to last year
Gain
8.33%
Profit
$17.97M
Win %
82%
UAL United Airlines Holdings, Inc.
+2.59%
+$6,917.48 
JPM JPMorgan Chase & Co.
+2.3%
+$4,653.68 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+2.27%
+$11,777.32 
TSLA Tesla, Inc.
+1.88%
+$3,429.79 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$5,484.5 
AFL Aflac Inc.
+1.17%
+$3,138.88 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$8,422.27 
ABNB Airbnb, Inc.
+1.08%
+$14,968.56 
VO Vanguard Mid-Cap ETF
+0.97%
+$138,919.78 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$131,539.59 
VNQ Vanguard Real Estate ETF
+0.95%
+$64,505.8 
VTV Vanguard Value ETF
+0.94%
+$2,711.47 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$4,497.48 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$82,527.27 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.86%
+$2,895.09 
ICF iShares Cohen & Steers Realty Majors ETF
+0.82%
+$13,078.06 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,268.22 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$6,091.42 
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$35,094.28 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$93,160.82 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$4,721.94 
VB Vanguard Small-Cap ETF
+0.73%
+$77,950.04 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$1,808.62 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$6,773.72 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$50,599.73 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$15,630.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$1,854.2 
AVDE Avantis International Equity ETF
+0.6%
+$6,715.44 
DFIV Dimensional International Value ETF
+0.58%
+$64,550.85 
IVV iShares Core S&P 500 ETF
+0.58%
+$5,701.82 
VOO Vanguard S&P 500 ETF
+0.58%
+$7,412.02 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$4,724.9 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$2,278.43 
GOOGL Alphabet Inc
+0.56%
+$9,682.05 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.53%
+$1,759.42 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$12,134.5 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$2,390.85 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$42,896.84 
JEPI JPMorgan Equity Premium Income Fund
+0.47%
+$55,952.26 
GOOG Alphabet Inc
+0.46%
+$10,054.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$12,199.95 
SFLR Innovator Equity Managed Floor ETF
+0.34%
+$1,902.29 
WM Waste Management, Inc.
+0.29%
+$589.45 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$717.32 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$23,493 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$39,905.76 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$626.36 
VUG Vanguard Growth ETF
+0.22%
+$1,600.56 
NVDA NVIDIA Corporation
+0.14%
+$526.88 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$17,242.98 
MSFT Microsoft Corp.
+0.1%
+$494.8 
IAU iShares Gold Trust
+0.09%
+$309.12 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$450.9 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$5,503.82 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.02%
+$42.9 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$163.81 
JPIE JPMorgan Income ETF
+0.01%
+$965.38 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$71,180.34 
JKG iShares Morningstar Mid-Cap ETF
-1.6%
-$8,341.5 
AAPL Apple Inc.
-1.52%
-$16,254 
IBM International Business Machines Corporation
-0.97%
-$5,793.92 
META Meta Platforms Inc Class A
-0.23%
-$2,888.58 
VHT Vanguard Health Care ETF
-0.13%
-$2,041.23 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.1%
-$418.45 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.07%
-$156.04 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$11,749.62 
IBIT iShares Bitcoin Trust
-0.06%
-$750.5 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$522.14 Events
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Dividends
Dividend Analysis
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| Trades 805 | Longs Won 492/805 61% | Profit Factor 3.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $248,112.38 |
| Average Win $114,193.09 | Best Trade (Jun 12) $2.79M | Sharpe Ratio -9.2 |
| Average Loss -$47,647.58 | Worst Trade (Jun 30) -$717,611.9 | Z-Score 0.22 (17.05%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4d | Expectancy $51,266.22 |
| 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 | 4,902 | 4,412 | 3,922 | 3,431 | 2,941 | 2,451 | 1,961 | 1,471 | 980 | 490 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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