AJP

Andrew J. Pulsfort Portfolio

Invests via Wealth Advisory Team LLC | Managed by Andrew J. Pulsfort

Invests via Wealth Advisory Team LLC

Managed by Andrew J. Pulsfort

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 07:45 PM

Leads private equity and operational turnarounds across industrial and business services, deploying capital into smaller-company buyouts and carve-outs.
Andrew J. Pulsfort combines sourcing, operational restructuring, and strategic M&A to drive cash-flow improvement and exit value for institutional LPs, with a track record in control investments, board-level oversight and portfolio company CEO placements.

Investment Philosophy & Strategy

Focuses on control-oriented private equity investments in industrial and business services, targeting smaller-company buyouts and carve-outs where operational fixes unlock value. Combines hands-on sourcing with rapid operational restructuring, strategic M&A and CEO placements to accelerate cash-flow improvement and de-risked exits for institutional LPs. Employs pragmatic capital structuring and conservative leverage, prioritizing free-cash-flow generation, margin expansion and governance upgrades. Time horizon is classic 3–7 year private equity, with an emphasis on repeatable playbooks and board-led turnarounds to maximize exit optionality.

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:

0.08%

Gain

Monthly

0.01%

Yearly

0.07%

Drawdown

11.54%

$120.32M

Equity

Holdings

$120.32M

Investment

$107.17M

$13.24M

Profit -$798,977.34

Realized

$84,453.67

Unrealized

$13.16M

Dividends

$2.6M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$798,977.34

Win %

69%

This Week

Compared To Last Week

Gain

-0.59%

Profit

-$718,717.82

Win %

69%

This Month

Compared to last month

Gain

-0.57%

Profit

-$694,759.1

Win %

69%

This Year

Compared to last year

Gain

6.37%

Profit

$7.21M

Win %

69%

Gainers
Losers

MCD McDonald's Corporation

+3.05%

+$6,722.49

PG Procter & Gamble Co

+2.01%

+$17,295.92

AAPL Apple Inc.

+1.46%

+$5,739.55

SO The Southern Company

+1.41%

+$6,072.78

MSFT Microsoft Corp.

+1.15%

+$5,089.35

IJJ iShares S&P Mid-Cap 400 Value ETF

+1.12%

+$3,168.19

JNJ Johnson & Johnson

+1.12%

+$4,057.2

CGW Invesco S&P Global Water Index ETF

+0.8%

+$7,791.68

XJH iShares ESG Screened S&P Mid-Cap ETF

+0.38%

+$3,331.97

VYM Vanguard High Dividend Yield ETF

+0.23%

+$17,832.24

FNDX Schwab Fundamental U.S. Large Company Index ETF

+0.22%

+$1,922.62

XMHQ Invesco S&P MidCap Quality ETF

+0.11%

+$3,990

GE General Electric Company

-4.44%

-$10,832

SMH VanEck Semiconductor ETF

-4.33%

-$35,642.25

ESGE iShares ESG Aware MSCI EM ETF

-2.4%

-$36,934.38

VONG Vanguard Russell 1000 Growth Fund

-2.3%

-$126,810.4

NULG Nuveen ESG Large-Cap Growth ETF

-1.83%

-$48,817.06

VUG Vanguard Growth ETF

-1.74%

-$4,103.46

VWO Vanguard FTSE Emerging Markets ETF

-1.29%

-$73,691.31

SCHG Schwab U.S. Large-Cap Growth ETF

-1.1%

-$6,981.59

FNDF Schwab Fundamental International Large Company Index ETF

-1%

-$13,043.3

ACIO Aptus Collared Investment Opportunity ETF

-1%

-$167,019.63

DSI iShares MSCI KLD 400 Social ETF

-0.95%

-$12,941.1

ESGD iShares ESG Aware MSCI EAFE ETF

-0.91%

-$25,859.4

DFUS Dimensional U.S. Equity Market ETF

-0.89%

-$111,830.25

SPY SPDR S&P 500 ETF Trust

-0.84%

-$2,626.95

ISCF iShares MSCI International Small-Cap Equity Factor ETF

-0.84%

-$2,425.35

USSG Xtrackers MSCI USA ESG Leaders Equity ETF

-0.78%

-$25,617.28

DRSK Aptus Defined Risk ETF

-0.71%

-$84,686.32

DBEF Xtrackers MSCI EAFE Hedged Equity ETF

-0.63%

-$76,935.35

ESML iShares ESG Aware MSCI USA Small-Cap ETF

-0.44%

-$5,956.37

GRNB VanEck Green Bond ETF

-0.37%

-$1,085.94

CEMB iShares J.P. Morgan EM Corporate Bond ETF

-0.09%

-$281.04

EAGG iShares ESG Aware U.S. Aggregate Bond ETF

-0.06%

-$328.05

UCON First Trust TCW Unconstrained Plus Bond ETF

-0.06%

-$4,710.81

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.06%

-$3,664.28

SUSB iShares ESG Aware 1-5 Year USD Bond ETF

-0.04%

-$228.51

UITB VictoryShares Core Intermediate Bond ETF

-0.01%

-$631.94

GSY Invesco Ultra Short Duration ETF

-0.01%

-$36.18

Events

Dividends

Dividend Analysis

No Data

Trades 77	Longs Won 58/77 75%	Profit Factor 29.45
Profitability	Shorts Won 0/0 0%	Standard Deviation $451,501.58
Average Win $236,347.07	Best Trade (Jul 14) $2.4M	Sharpe Ratio -254.73
Average Loss -$24,501	Worst Trade (Jul 10) -$126,282.52	Z-Score 3.06 (99.78%)
Commissions $0	Avg. Trade Length 9m 1w 2d	Expectancy $171,981.96

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