J. Kemp Sawers Portfolio
Invests via Uptown Financial Advisors LLC | Managed by J. Kemp Sawers, Chris J. Carrie
Invests via Uptown Financial Advisors LLC
Managed by J. Kemp Sawers, Chris J. Carrie
Automatically Tracked
Senior investor and operator focused on growth-stage technology and financial-services businesses, with experience spanning venture capital, corporate development and board roles. J. Kemp Sawers brings a track record of sourcing and scaling software-enabled services, leading strategic M&A and advising management teams on commercial expansion and capital strategy. Market-oriented, relationship-driven profile useful to limited partners, founders and corporate acquirers seeking growth capital or exit support.
Senior investor and operator focused on growth-stage technology and financial-services businesses, with experience spanning venture capital, corporate development and board roles. J. Kemp Sawers brings a track record of sourcing and scaling software-enabled services, leading strategic M&A and advising management teams on commercial expansion and capital strategy. Market-oriented, relationship-driven profile useful to limited partners, founders and corporate acquirers seeking growth capital or exit support.
Investment Philosophy & Strategy
Focused on growth-stage technology and fintech, prefers software-enabled services and scalable business models. Employs a market-oriented, relationship-driven sourcing approach, blending operational playbooks with strategic M&A to accelerate commercial expansion. Allocates growth capital with conviction around unit economics, customer retention, and go-to-market leverage, favoring board-active, hands-on partnerships across 3–5 year horizons. Risk discipline emphasizes staged financings, value-creating milestones, and alignment with founders and corporate acquirers.
Focused on growth-stage technology and fintech, prefers software-enabled services and scalable business models. Employs a market-oriented, relationship-driven sourcing approach, blending operational playbooks with strategic M&A to accelerate commercial expansion. Allocates growth capital with conviction around unit economics, customer retention, and go-to-market leverage, favoring board-active, hands-on partnerships across 3–5 year horizons. Risk discipline emphasizes staged financings, value-creating milestones, and alignment with founders and corporate acquirers.
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:
0.8%
Gain
Monthly
0.04%
Yearly
0.52%
Drawdown
21.56%
$137.12M
Equity
Holdings
$137.12M
Investment
$112.69M
$25.18M
Profit +$168,690.75
Realized
$751,916.09
Unrealized
$24.42M
Dividends
$3.62M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$168,690.75
Win %
79%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$154,536.76
Win %
79%
This Month
Compared to last month
Gain
0.46%
Profit
$625,195.06
Win %
79%
This Year
Compared to last year
Gain
0.21%
Profit
$339,076.24
Win %
81%
AAPL Apple Inc.
+3.93%
+$19,306.34 
GOOGL Alphabet Inc
+3.13%
+$8,760.28 
AMZN Amazon.com Inc
+3.05%
+$7,641.14 
MSFT Microsoft Corp.
+2.89%
+$21,411.1 
META Meta Platforms Inc Class A
+2.13%
+$17,917.47 
AXP American Express Company
+1.8%
+$7,201.54 
WFC Wells Fargo & Company
+1.79%
+$4,498.2 
JPM JPMorgan Chase & Co.
+1.4%
+$4,607.99 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.94%
+$2,934.62 
ABBV AbbVie Inc.
+0.85%
+$3,998.17 
AVGO Broadcom Inc.
+0.83%
+$6,137.91 
IJS iShares S&P Small-Cap 600 Value ETF
+0.81%
+$4,808.1 
IJR iShares Core S&P Small-Cap ETF
+0.69%
+$80,198.04 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.68%
+$2,696.86 
SCHC Schwab International Small-Cap Equity ETF
+0.58%
+$1,669.08 
VWO Vanguard FTSE Emerging Markets ETF
+0.57%
+$2,707.76 
VUG Vanguard Growth ETF
+0.57%
+$92,390.26 
IEFA iShares Core MSCI EAFE ETF
+0.56%
+$2,573.49 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.56%
+$17,973.14 
SPEM SPDR Portfolio Emerging Markets ETF
+0.56%
+$44,457.72 
VNQ Vanguard Real Estate ETF
+0.55%
+$5,081.97 
EFA iShares MSCI EAFE ETF
+0.52%
+$1,756.62 
IWM iShares Russell 2000 ETF
+0.49%
+$5,440.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.48%
+$1,976.25 
TSLA Tesla, Inc.
+0.4%
+$814.41 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.38%
+$1,627.08 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.33%
+$5,698.7 
NFLX Netflix, Inc.
+0.31%
+$828.36 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.29%
+$11,602.58 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.25%
+$25,469.76 
IVV iShares Core S&P 500 ETF
+0.23%
+$4,575.34 
AGG iShares Core U.S. Aggregate Bond ETF
+0.22%
+$1,271.51 
JNK SPDR Bloomberg High Yield Bond ETF
+0.2%
+$1,525.48 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$5,472.24 
VOO Vanguard S&P 500 ETF
+0.2%
+$998.24 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.15%
+$8,842.82 
BSL Blackstone Senior Floating Rate Fund
+0.15%
+$346.4 
IJH iShares Core S&P Mid-Cap ETF
+0.15%
+$1,648.3 
BSV Vanguard Short-Term Bond ETF
+0.14%
+$11,019.69 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.13%
+$298.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$4,512.99 
BNDX Vanguard Total International Bond ETF
+0.12%
+$1,659.53 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$213.45 
VIG Vanguard Dividend Appreciation ETF
+0.08%
+$269.88 
SCHF Schwab International Equity ETF
+0.07%
+$3,623.1 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.05%
+$501.65 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$307.29 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$173.46 
CSCO Cisco Systems, Inc.
-4.57%
-$23,470.45 
CAT Caterpillar Inc.
-3.06%
-$7,145 
JNJ Johnson & Johnson
-2.12%
-$9,892.25 
TXN Texas Instruments Inc
-1.79%
-$7,343.35 
IBM International Business Machines Corporation
-1.66%
-$2,682.22 
VDE Vanguard Energy ETF
-1.65%
-$67,292.68 
XLE Energy Select Sector SPDR Fund
-1.58%
-$5,042.7 
XOM Exxon Mobil Corporation
-1.39%
-$3,094.62 
NVDA NVIDIA Corporation
-1.28%
-$28,765.49 
CVX Chevron Corporation
-1.2%
-$2,932.1 
VGT Vanguard Information Technology ETF
-1.09%
-$5,244.16 
SPCX Space Exploration Technologies Corp. Class A
-1.09%
-$47.36 
KMI Kinder Morgan, Inc.
-1.01%
-$2,294.16 
EMXC iShares MSCI Emerging Markets ex China ETF
-1%
-$8,072.64 
SCHV Schwab U.S. Large-Cap Value ETF
-0.8%
-$5,596.8 
XLU Utilities Select Sector SPDR Fund
-0.65%
-$15,926.25 
ET Energy Transfer L.P.
-0.62%
-$16,096.75 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.56%
-$747.43 
QQQ Invesco QQQ Trust, Series 1
-0.53%
-$879.28 
VO Vanguard Mid-Cap ETF
-0.49%
-$55,888 
NAD Nuveen Quality Municipal Income Fund
-0.48%
-$1,271.94 
VTV Vanguard Value ETF
-0.45%
-$18,524.88 
IEMG iShares Core MSCI Emerging Markets ETF
-0.31%
-$1,148 
MIDD The Middleby Corporation
-0.25%
-$408 
MUB iShares National Muni Bond ETF
-0.14%
-$855.29 
EPD Enterprise Products Partners L.P.
-0.08%
-$1,441.53 
JBBB Janus Henderson B-BBB CLO ETF
-0.04%
-$85.3 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$356.95 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$48.37 Events
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Dividends
Dividend Analysis
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| Trades 316 | Longs Won 253/316 80% | Profit Factor 59.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $287,359.12 |
| Average Win $101,203.74 | Best Trade (Jul 15) $2.98M | Sharpe Ratio -15.09 |
| Average Loss -$6,795.88 | Worst Trade (Jul 11) -$61,586.74 | Z-Score 14.96 (100%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $79,672.17 |
| 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 | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
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Returns
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