Novus Advisors LLC Portfolio

Invests via Novus Advisors LLC | Managed by Jennifer M. Belshe, Christopher G. Connelly

Invests via Novus Advisors LLC

Managed by Jennifer M. Belshe, Christopher G. Connelly

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 08:01 PM

Company Profile

Through portfolio construction, risk analytics and manager research, Novus Advisors LLC supports institutional investors and allocators with performance attribution and investment governance tools. The firm aggregates manager-level data to surface concentration, style drift and exposure insights used by pensions, endowments and family offices. Capital markets teams use its reporting and benchmarking to inform asset allocation, manager selection and operational due diligence.

Investment Philosophy & Strategy

Delivers data-driven advisory focused on portfolio construction, manager selection and governance. Emphasizes risk-conscious, attribution-led decisions by aggregating manager-level exposures to reveal concentration, style drift and hidden bets. Capital deployment favors diversified, benchmark-aware allocations informed by scenario analysis and rolling attribution. Underwriting blends quantitative analytics with qualitative due diligence, targeting durable allocation improvements and operational resilience across institutional portfolios.

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:

3.82%

Gain

Monthly

0.2%

Yearly

2.47%

Drawdown

14.06%

$48.03M

Equity

Holdings

$48.03M

Investment

$40.7M

$11.15M

Profit -$221,069.64

Realized

$3.81M

Unrealized

$7.34M

Dividends

$2.21M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$221,069.64

Win %

70%

This Week

Compared To Last Week

Gain

-0.39%

Profit

-$190,132.25

Win %

70%

This Month

Compared to last month

Gain

-0.15%

Profit

-$72,205.71

Win %

70%

This Year

Compared to last year

Gain

7.45%

Profit

$3.33M

Win %

73%

Gainers
Losers

UNP Union Pacific Corporation

+3.83%

+$27,227.2

XOM Exxon Mobil Corporation

+1%

+$6,045.88

IVE ISHARES S&P 500 VALUE ETF

+0.93%

+$4,164.55

SPSM SPDR Portfolio S&P 600 Small Cap ETF

+0.65%

+$8,459.31

VTV Vanguard Value ETF

+0.57%

+$2,064.58

SPMD SPDR Portfolio S&P 400 Mid Cap ETF

+0.48%

+$4,528.64

QUAL iShares MSCI USA Quality Factor ETF

+0.41%

+$2,829.6

VB Vanguard Small-Cap ETF

+0.24%

+$669.52

VO Vanguard Mid-Cap ETF

+0.15%

+$465.6

SRLN SPDR Blackstone Senior Loan ETF

+0.05%

+$376.41

JNK SPDR Bloomberg High Yield Bond ETF

+0.01%

+$66.67

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.01%

+$13.31

FISR SPDR SSGA Fixed Income Sector Rotation ETF

IUSB iShares Core Universal USD Bond ETF

IEMG iShares Core MSCI Emerging Markets ETF

-2.03%

-$7,835.98

IWF iShares Russell 1000 Growth ETF

-2%

-$8,892

AMZN Amazon.com Inc

-1.99%

-$6,844.5

GLD SPDR Gold Shares

-1.98%

-$13,402.1

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

-1.69%

-$10,106.46

GWX SPDR S&P International Small Cap ETF

-1.28%

-$9,378.97

XLG Invesco S&P 500 Top 50 ETF

-1.22%

-$3,572

IXUS iShares Core International Stock ETF

-1.13%

-$5,807.96

SPDW SPDR Portfolio Developed World ex-US ETF

-1.13%

-$48,929

SPEM SPDR Portfolio Emerging Markets ETF

-1.12%

-$31,886.08

EFG iShares MSCI EAFE Growth ETF

-1.11%

-$3,693.76

DYNF iShares U.S. Equity Factor Rotation Active ETF

-0.94%

-$6,229.14

XLSR SPDR SSGA US Sector Rotation ETF

-0.87%

-$33,003

IEFA iShares Core MSCI EAFE ETF

-0.83%

-$9,313.38

CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF

-0.76%

-$10,650.69

VOO Vanguard S&P 500 ETF

-0.53%

-$2,664.47

IVV iShares Core S&P 500 ETF

-0.52%

-$7,805.04

SPY SPDR S&P 500 ETF Trust

-0.52%

-$28,364.95

SPYM State Street SPDR Portfolio S&P 500 ETF

-0.52%

-$17,102.8

EFV iShares MSCI EAFE Value ETF

-0.5%

-$2,905.62

EMHC SPDR Bloomberg Emerging Markets USD Bond ETF

-0.26%

-$2,180.03

EBND SPDR Bloomberg Emerging Markets Local Bond ETF

-0.19%

-$832.12

TFI SPDR Nuveen Bloomberg Municipal Bond ETF

-0.15%

-$1,933.54

MUB iShares National Muni Bond ETF

-0.15%

-$346.72

SPLB SPDR Portfolio Long Term Corporate Bond ETF

-0.14%

-$985.89

SPAB SPDR Portfolio Aggregate Bond ETF

-0.1%

-$532.27

SPTL SPDR Portfolio Long Term Treasury ETF

-0.1%

-$566.62

SCHZ Schwab U.S. Aggregate Bond ETF

-0.09%

-$767.64

MBB iShares MBS ETF

-0.07%

-$348.32

XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF

-0.06%

-$145.8

BINC iShares Flexible Income Active ETF

-0.05%

-$100.65

GOVT iShares U.S. Treasury Bond ETF

-0.04%

-$110.78

TIPX SPDR Bloomberg 1-10 Year TIPS ETF

-0.03%

-$163.71

Events

Dividends

Dividend Analysis

No Data

Trades 401	Longs Won 280/401 69%	Profit Factor 9.9
Profitability	Shorts Won 0/0 0%	Standard Deviation $99,618.69
Average Win $44,292.22	Best Trade (Jul 10) $1.19M	Sharpe Ratio -129.47
Average Loss -$10,350.42	Worst Trade (Jun 30) -$175,061.4	Z-Score 0.3 (23.54%)
Commissions $0	Avg. Trade Length 8m 1w 3d	Expectancy $27,804.05

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	4,651	4,186	3,721	3,256	2,791	2,326	1,860	1,395	930	465

Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly

Holdings
History

Positions (47)
Options (0)

Option values are updated at end of day.

No Data

Trades (274)
Options (0)

No Data

Permissions	Private	Public
Portfolio
Money Value
History
Goals

Novus Advisors LLC Portfolio

Portfolio Settings

Delete Portfolio

Manage Groups

Goals

Events

Dividends

Dividend Analysis

Returns

Your Note