Amna Ali Khan Portfolio
Invests via GDS Wealth Management | Managed by Glen D. Smith
Invests via GDS Wealth Management
Managed by Glen D. Smith
Automatically Tracked
Amna Ali Khan Profile
With a dynamic background in technology and finance, Amna Ali Khan has established herself as a formidable entrepreneur in the startup ecosystem. Her career began with developing innovative software solutions before pivoting to financial tech startups, where she now leads initiatives aimed at bridging gaps between traditional finance and emerging technologies. Under her leadership, teams have achieved significant milestones that underscore her capabilities in operational efficiency and market expansion. Known for her strategic vision and ability to navigate complex challenges, she is frequently sought after for insights on the intersection of technology innovation and investment strategies.
With a dynamic background in technology and finance, Amna Ali Khan has established herself as a formidable entrepreneur in the startup ecosystem. Her career began with developing innovative software solutions before pivoting to financial tech startups, where she now leads initiatives aimed at bridging gaps between traditional finance and emerging technologies. Under her leadership, teams have achieved significant milestones that underscore her capabilities in operational efficiency and market expansion. Known for her strategic vision and ability to navigate complex challenges, she is frequently sought after for insights on the intersection of technology innovation and investment strategies.
Investment Philosophy & Strategy
Amna Ali Khan's investment strategy leverages her expertise in technology to identify transformative startups that redefine financial landscapes. She emphasizes a forward-thinking approach, targeting firms that harness innovation for operational advancements and scalable business models. By prioritizing entrepreneurial ventures with unique propositions, she aims to capitalize on market inefficiencies and evolving consumer needs. Her leadership fosters a collaborative environment where strategic agility is paramount, ensuring adaptability in dynamic markets.
Amna Ali Khan's investment strategy leverages her expertise in technology to identify transformative startups that redefine financial landscapes. She emphasizes a forward-thinking approach, targeting firms that harness innovation for operational advancements and scalable business models. By prioritizing entrepreneurial ventures with unique propositions, she aims to capitalize on market inefficiencies and evolving consumer needs. Her leadership fosters a collaborative environment where strategic agility is paramount, ensuring adaptability in dynamic markets.
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:
98.84%
Gain +2.74%
Monthly
1.1%
Yearly
13.98%
Drawdown
22.16%
$2.13B
Equity
Holdings
$2.13B
Investment
$1.61B
$523.35M
Profit +$23.19M
Realized
$205,285.08
Unrealized
$523.14M
Dividends
$93.52M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.74%
Profit
$23.19M
Win %
70%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$11.68M
Win %
70%
This Month
Compared to last month
Gain
-0.72%
Profit
-$15.5M
Win %
70%
This Year
Compared to last year
Gain
1.47%
Profit
$30.86M
Win %
67%
HPE Hewlett Packard Enterprise Company
+11.47%
+$6.8M 
DELL Dell Technologies Inc.
+10.5%
+$88,435.02 
BTMD Biote Corp.
+5.34%
+$2,995.23 
MPC Marathon Petroleum Corporation
+3.7%
+$18,977.63 
ETN Eaton Corporation plc
+3.46%
+$49,078.59 
TXN Texas Instruments Inc
+3.13%
+$10,745.74 
GEV GE Vernova Inc.
+2.99%
+$736,690.82 
IBM International Business Machines Corporation
+2.86%
+$35,383.39 
APH Amphenol Corporation
+2.82%
+$1.41M 
UPRO ProShares UltraPro S&P500
+2.81%
+$8,742.58 
WCC Wesco International Inc.
+2.77%
+$5,558.9 
LWLG Lightwave Logic Inc.
+2.71%
+$1,400 
NXPI NXP Semiconductors N.V.
+2.6%
+$510,159.75 
CSCO Cisco Systems, Inc.
+2.54%
+$9,055.41 
INTC Intel Corporation
+2.45%
+$5,447.65 
CDE Coeur Mining, Inc.
+2.41%
+$141,468.88 
TMUS T-Mobile US, Inc.
+2.26%
+$22,924.62 
CRM Salesforce Inc
+2.18%
+$770,599.59 
ADI Analog Devices, Inc.
+2.1%
+$408,666.45 
CAT Caterpillar Inc.
+2.09%
+$15,037.08 
BA Boeing Company
+2.04%
+$4,430.8 
DECK Deckers Outdoor Corporation
+1.99%
+$16,017.66 
AAPL Apple Inc.
+1.85%
+$814,077.24 
GOOGL Alphabet Inc
+1.8%
+$766,453.48 
III Information Services Group Inc.
+1.77%
+$11,700 
SHW The Sherwin-Williams Company
+1.76%
+$6,389.6 
GOOG Alphabet Inc
+1.75%
+$27,797.74 
AMZN Amazon.com Inc
+1.74%
+$652,212.66 
ORCL Oracle Corporation
+1.71%
+$8,056.5 
EMR Emerson Electric Co.
+1.71%
+$10,395.77 
T AT&T Inc.
+1.7%
+$5,767.66 
DE Deere & Company
+1.67%
+$4,430.03 
CMI Cummins Inc.
+1.64%
+$4,281.61 
ISRG Intuitive Surgical, Inc.
+1.59%
+$136,659.55 
AMD Advanced Micro Devices, Inc.
+1.58%
+$763,850.86 
META Meta Platforms Inc Class A
+1.55%
+$354,497.58 
NEM Newmont Corporation
+1.47%
+$299,838.75 
GS The Goldman Sachs Group, Inc.
+1.47%
+$7,250.75 
UBS UBS Group AG
+1.46%
+$3,745.4 
PLTR Palantir Technologies Inc.
+1.38%
+$14,972.02 
CARR Carrier Global Corporation
+1.38%
+$2,137.98 
JPM JPMorgan Chase & Co.
+1.38%
+$467,295.98 
HQY HealthEquity Inc.
+1.37%
+$177,136.57 
MPWR Monolithic Power Systems, Inc.
+1.36%
+$325,121.8 
FCX Freeport-McMoRan Inc.
+1.34%
+$7,617.08 
NVDA NVIDIA Corporation
+1.3%
+$473,726.2 
VGT Vanguard Information Technology ETF
+1.29%
+$7,205.66 
ORN Orion Group Holdings Inc.
+1.27%
+$4,286.97 
ABBV AbbVie Inc.
+1.25%
+$16,648.61 
WFC Wells Fargo & Company
+1.24%
+$4,170.27 
QQH HCM Defender 100 Index ETF
+1.24%
+$2,627.07 
MAR Marriott International Inc. - Class A
+1.23%
+$3,576.85 
AXP American Express Company
+1.21%
+$300,409.91 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.19%
+$3,957.8 
MTUM iShares MSCI USA Momentum Factor ETF
+1.18%
+$11,890.11 
SCHF Schwab International Equity ETF
+1.18%
+$2,885.97 
CVX Chevron Corporation
+1.18%
+$11,209.4 
IEMG iShares Core MSCI Emerging Markets ETF
+1.17%
+$4,422.25 
ICE Intercontinental Exchange, Inc.
+1.15%
+$74,391.98 
JLL Jones Lang LaSalle Inc.
+1.15%
+$68,415.76 
VUG Vanguard Growth ETF
+1.12%
+$9,182.6 
IEFA iShares Core MSCI EAFE ETF
+1.11%
+$13,763.06 
OKE ONEOK, Inc.
+1.1%
+$3,285.45 
DFAE Dimensional Emerging Core Equity Market ETF
+1.1%
+$6,165.69 
AVDV Avantis International Small Cap Value ETF
+1.09%
+$4,027.11 
BTI British American Tobacco p.l.c. ADR
+1.08%
+$2,047.39 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.08%
+$3,736.87 
DFIV Dimensional International Value ETF
+1.06%
+$4,115.58 
CRWD CrowdStrike Holdings, Inc.
+1.05%
+$290,778.4 
PM Philip Morris International Inc.
+1.05%
+$5,649.61 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.05%
+$13,035.34 
MSI Motorola Solutions, Inc.
+1.04%
+$8,706.1 
IXUS iShares Core International Stock ETF
+1.03%
+$3,958.11 
TSLA Tesla, Inc.
+1.03%
+$13,995 
ACWI iShares MSCI ACWI ETF
+1.03%
+$8,088.11 
ASML ASML Holding N.V. New York Registry Shares
+1.02%
+$7,095.94 
TPL Texas Pacific Land Corporation
+1.02%
+$7,391.62 
MSFT Microsoft Corp.
+1.01%
+$375,340 
PH Parker-Hannifin Corporation
+1.01%
+$100,354.96 
IWF iShares Russell 1000 Growth ETF
+1.01%
+$2,740.44 
IUSG iShares Core S&P U.S. Growth ETF
+1%
+$9,552.69 
PAYC Paycom Software, Inc.
+0.99%
+$4,977.64 
ACN Accenture plc Class A
+0.98%
+$5,901 
LRGF iShares U.S. Equity Factor ETF
+0.98%
+$2,374.24 
FAST Fastenal Co.
+0.97%
+$7,020.5 
MS Morgan Stanley
+0.97%
+$3,751.26 
SPOT Spotify Technology S.A.
+0.97%
+$189,613.1 
IVV iShares Core S&P 500 ETF
+0.97%
+$47,138.19 
SPY SPDR S&P 500 ETF Trust
+0.96%
+$3,934.91 
SHAK Shake Shack Inc.
+0.96%
+$84,831.97 
MLM Martin Marietta Materials, Inc.
+0.95%
+$131,059.2 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.95%
+$3,120.34 
VOO Vanguard S&P 500 ETF
+0.95%
+$11,080.42 
FDLO Fidelity Low Volatility Factor ETF
+0.94%
+$2,215.91 
IVE ISHARES S&P 500 VALUE ETF
+0.94%
+$6,817.47 
CEG Constellation Energy Corporation
+0.92%
+$156,026.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.91%
+$21,499.99 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.9%
+$4,551.64 
IUSV iShares Core S&P U.S. Value ETF
+0.89%
+$213,957.65 
COF Capital One Financial Corporation
+0.88%
+$2,178.54 
TT Trane Technologies plc
+0.85%
+$233,748.54 
HD The Home Depot, Inc.
+0.85%
+$164,578.69 
PCAR PACCAR Inc.
+0.85%
+$4,234.92 
EQIX Equinix, Inc.
+0.84%
+$1,995.2 
XOM Exxon Mobil Corporation
+0.83%
+$57,016.08 
QQQ Invesco QQQ Trust, Series 1
+0.83%
+$10,023.36 
HUBS HubSpot, Inc.
+0.8%
+$67,026.55 
GLW Corning Incorporated
+0.79%
+$3,261.12 
VYM Vanguard High Dividend Yield ETF
+0.79%
+$4,683.52 
PG Procter & Gamble Co
+0.78%
+$126,768.66 
THC Tenet Healthcare Corporation
+0.78%
+$198,480.49 
JNJ Johnson & Johnson
+0.76%
+$9,180.29 
SYF Synchrony Financial
+0.76%
+$15,263.46 
AIT Applied Industrial Technologies Inc.
+0.75%
+$5,774.26 
CDNS Cadence Design Systems, Inc.
+0.75%
+$165,623.98 
VO Vanguard Mid-Cap ETF
+0.75%
+$3,691.2 
PPG PPG Industries Inc.
+0.74%
+$2,838.41 
OKTA Okta Inc.
+0.74%
+$3,003.55 
VIG Vanguard Dividend Appreciation ETF
+0.73%
+$4,686.57 
VTV Vanguard Value ETF
+0.72%
+$1,758.12 
IYF iShares U.S. Financials ETF
+0.71%
+$4,953.59 
SCHV Schwab U.S. Large-Cap Value ETF
+0.69%
+$1,629.02 
RSP Invesco S&P 500 Equal Weight ETF
+0.66%
+$2,047.32 
IWM iShares Russell 2000 ETF
+0.65%
+$2,682.75 
DFUV Dimensional US Marketwide Value ETF
+0.65%
+$3,887.98 
DGRO iShares Core Dividend Growth ETF
+0.64%
+$2,127.5 
IDV iShares International Select Dividend ETF
+0.64%
+$275,159.8 
C Citigroup Inc.
+0.63%
+$1,953.87 
VB Vanguard Small-Cap ETF
+0.62%
+$2,572.22 
JEPI JPMorgan Equity Premium Income Fund
+0.61%
+$1,746.27 
BUFR FT Vestladder Buffer ETF-USD I
+0.6%
+$1,614.15 
V Visa Inc. Class A
+0.6%
+$137,464.83 
CME CME Group Inc.
+0.58%
+$3,955.18 
PFF iShares Preferred and Income Securities ETF
+0.58%
+$207,505.37 
IJH iShares Core S&P Mid-Cap ETF
+0.56%
+$9,517.33 
IQV IQVIA Holdings Inc.
+0.55%
+$151,069.54 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.55%
+$371,003.88 
AVGO Broadcom Inc.
+0.51%
+$65,280.14 
USMV iShares MSCI USA Min Vol Factor ETF
+0.51%
+$146,242.45 
LIN Linde plc
+0.5%
+$3,305.1 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+0.49%
+$3,766.29 
PLAY Dave & Buster's Entertainment Inc.
+0.49%
+$608.08 
TLT iShares 20+ Year Treasury Bond ETF
+0.49%
+$4,795.3 
DFAS Dimensional U.S. Small Cap ETF
+0.47%
+$1,557.62 
IJR iShares Core S&P Small-Cap ETF
+0.47%
+$3,773.44 
AVR Anteris Technologies Ltd.
+0.47%
+$1,020.51 
PLD Prologis Inc.
+0.44%
+$1,641.01 
AEP American Electric Power Company, Inc.
+0.42%
+$1,419.6 
HDV iShares Core High Dividend ETF
+0.41%
+$1,988.64 
GE General Electric Company
+0.41%
+$1,018.93 
SCHM Schwab U.S. Mid-Cap ETF
+0.4%
+$2,240.84 
LOW Lowe's Companies Inc.
+0.4%
+$1,057.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$2,351.44 
MUB iShares National Muni Bond ETF
+0.37%
+$723.52 
FLYW Flywire Corporation
+0.34%
+$63,333.18 
HAL Halliburton Company
+0.33%
+$8,938.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.33%
+$410,248.47 
SDY SPDR S&P Dividend ETF
+0.33%
+$876.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.32%
+$1,581.2 
SPGI S&P Global Inc.
+0.32%
+$54,790.33 
DFAT Dimensional US Targeted Value ETF
+0.31%
+$853.82 
NEE NextEra Energy, Inc.
+0.28%
+$1,156.2 
WMT Walmart Inc.
+0.28%
+$94,810.5 
MO Altria Group, Inc.
+0.28%
+$1,157.1 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.27%
+$638.01 
VTEB Vanguard Tax-Exempt Bond ETF
+0.26%
+$774.75 
MET MetLife Inc.
+0.26%
+$1,033.5 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.24%
+$80,092.2 
MA Mastercard Incorporated
+0.24%
+$1,203.32 
TOL Toll Brothers Inc
+0.23%
+$33,885.3 
VTC Vanguard Total Corporate Bond Fund
+0.23%
+$2,797.56 
AZN AstraZeneca PLC American Depositary Shares
+0.21%
+$749.7 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.21%
+$148,555.93 
PAGP Plains GP Holdings, L.P.
+0.2%
+$488.89 
MCK McKesson Corporation
+0.2%
+$619.34 
BRK-B Berkshire Hathaway Inc.
+0.19%
+$5,372.83 
DUK Duke Energy Corporation
+0.19%
+$370.57 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.18%
+$44,473.49 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.14%
+$308.1 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.14%
+$681.08 
ALL Allstate Corporation
+0.13%
+$35,909.92 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$331.85 
NTRA NATERA INC (Common Stock) – ticker 45E
+0.11%
+$28,482.51 
AFL Aflac Inc.
+0.1%
+$300.84 
IAGG iShares International Aggregate Bond Fund
+0.09%
+$46,723.95 
HBAN Huntington Bancshares Incorporated
+0.09%
+$483.06 
KO The Coca-Cola Company
+0.09%
+$732.6 
LGOV First Trust Long Duration Opportunities ETF
+0.07%
+$17,042.94 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$445.75 
EPD Enterprise Products Partners L.P.
+0.03%
+$61.05 
FTSM First Trust Enhanced Short Maturity Fund
0%
+$167.91 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DEED First Trust TCW Securitized Plus ETF
0%
$0 
EW Edwards Lifesciences Corporation
-1.56%
-$360,934.06 
CMG Chipotle Mexican Grill, Inc.
-1.27%
-$282,845.72 
PODD Insulet Corporation
-1.05%
-$75,427.56 
FANG Diamondback Energy Inc
-1.05%
-$256,406.85 
ABT Abbott Laboratories
-1.02%
-$4,883.6 
TJX The TJX Companies, Inc.
-0.96%
-$193,617.66 
GWRE GUIDEWIRE SOFTWARE INC
-0.94%
-$8,985.24 
LMT Lockheed Martin Corporation
-0.92%
-$5,701.74 
MU Micron Technology, Inc.
-0.92%
-$694,529.12 
STE STERIS plc
-0.91%
-$162,661.24 
LRCX Lam Research Corporation
-0.8%
-$275,762.41 
DXCM DexCom, Inc.
-0.74%
-$178,261.87 
UNH UnitedHealth Group Incorporated
-0.72%
-$2,879.69 
ET Energy Transfer L.P.
-0.69%
-$2,909.1 
PFE Pfizer Inc.
-0.61%
-$2,272.56 
BKNG Booking Holdings Inc.
-0.56%
-$1,789.48 
WM Waste Management, Inc.
-0.55%
-$1,314.52 
MRK Merck & Co., Inc.
-0.5%
-$2,013.87 
PANW Palo Alto Networks, Inc.
-0.46%
-$8,455.64 
ORI Old Republic International Corp.
-0.45%
-$9,540.64 
COLB Columbia Banking System, Inc.
-0.4%
-$880.2 
ATO Atmos Energy Corporation
-0.36%
-$2,704.2 
UNP Union Pacific Corporation
-0.32%
-$2,453.36 
TSCO Tractor Supply Company
-0.31%
-$1,125.7 
FTNT Fortinet Inc.
-0.3%
-$64,784.55 
LLY Eli Lilly and Company
-0.3%
-$55,776.87 
MCD McDonald's Corporation
-0.2%
-$1,578.51 
SNPS Synopsys, Inc.
-0.17%
-$43,750.08 
LMAT Lemaitre Vascular Inc.
-0.15%
-$265.44 
PEG Public Service Enterprise Group Incorporated
-0.15%
-$381.7 
RTX RTX Corporation
-0.15%
-$1,482 
AMAT Applied Materials, Inc.
-0.14%
-$24,579.21 
CINF Cincinnati Financial Corporation
-0.14%
-$871.7 
ULTA Ulta Beauty Inc.
-0.13%
-$13,465.35 
WELL Welltower Inc.
-0.06%
-$11,080.41 
LHX L3Harris Technologies, Inc.
-0.05%
-$99.71 
COST Costco Wholesale Corporation
-0.04%
-$6,738.27 
TW Tradeweb Markets Inc.
-0.01%
-$110.98 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2496 | Longs Won 1513/2496 60% | Profit Factor 4.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.82M |
| Average Win $455,770.91 | Best Trade (Sep 09) $68.06M | Sharpe Ratio -12.28 |
| Average Loss -$169,107.99 | Worst Trade (Jun 30) -$6.17M | Z-Score 9.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $209,674.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 134,781 | $26.97M | $44.83M | - | $17.86M | 66.25% | +1.85% |
| ABBV AbbVie Inc. | 5,219 | $987,135.56 | $1.35M | - | $360,358.05 | 36.51% | +1.251% |
| ABT Abbott Laboratories | 4,629 | $602,545.73 | $473,569.84 | - | -$128,975.89 | -21.41% | -1.021% |
| ACN Accenture plc Class A | 3,372 | $1.18M | $605,813.52 | - | -$572,553.28 | -48.59% | +0.984% |
| ACWI iShares MSCI ACWI ETF | 4,962 | $525,679.02 | $796,004.04 | - | $270,325.02 | 51.42% | +1.027% |
| ADI Analog Devices, Inc. | 53,985 | $13.38M | $19.91M | - | $6.53M | 48.76% | +2.096% |
| AEP American Electric Power Company, Inc. | 2,730 | $249,121.4 | $338,492.7 | - | $89,371.3 | 35.87% | +0.421% |
| AFL Aflac Inc. | 2,507 | $215,368.62 | $287,277.13 | - | $71,908.51 | 33.39% | +0.105% |
| AIT Applied Industrial Technologies Inc. | 2,416 | $641,013.12 | $775,463.52 | - | $134,450.4 | 20.97% | +0.75% |
| ALL Allstate Corporation | 112,215 | $16.84M | $28.29M | - | $11.46M | 68.04% | +0.127% |
| AMAT Applied Materials, Inc. | 39,014 | $15.34M | $17.69M | - | $2.35M | 15.34% | -0.139% |
| AMD Advanced Micro Devices, Inc. | 96,203 | $15.76M | $49.21M | - | $33.45M | 212.17% | +1.577% |
| AMZN Amazon.com Inc | 148,907 | $21.62M | $38.16M | - | $16.54M | 76.5% | +1.739% |
| APH Amphenol Corporation | 620,976 | $14.28M | $51.24M | - | $36.96M | 258.75% | +2.822% |
| ASML ASML Holding N.V. New York Registry Shares | 414 | $629,432.03 | $705,691.98 | - | $76,259.95 | 12.12% | +1.016% |
| ATO Atmos Energy Corporation | 4,507 | $493,263.3 | $740,094.47 | - | $246,831.17 | 50.04% | -0.364% |
| AVDV Avantis International Small Cap Value ETF | 3,342 | $333,732.12 | $374,354.13 | - | $40,622.01 | 12.17% | +1.087% |
| AVGO Broadcom Inc. | 35,382 | $9.95M | $12.83M | - | $2.88M | 28.9% | +0.511% |
| AVR Anteris Technologies Ltd. | 26,100 | $144,855 | $217,650.51 | - | $72,795.51 | 50.25% | +0.471% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,953 | $446,833.81 | $490,883.54 | - | $44,049.73 | 9.86% | +0.323% |
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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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FAQ
Which stocks have generated the highest profits for Amna Ali Khan?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $52.56M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $10.35M, iShares Core S&P U.S. Value ETF - $8.84M, L3Harris Technologies, Inc - $6.32M, and iShares International Select Dividend ETF - $6.08M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: The Estée Lauder Companies Inc. Class A - $6.55M, Fiserv, Inc - $6.2M, UnitedHealth Group Incorporated - $5.68M, iShares Core MSCI EAFE ETF - $5.58M, and Wix.com Ltd - $5.49M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Amna Ali Khan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $93.52M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $10.36M, Vanguard Long-Term Corporate Bond Fund - $5.96M, iShares International Select Dividend ETF - $5.81M, Vanguard Intermediate-Term Corporate Bond Fund - $5.41M, and First Trust Enhanced Short Maturity Fund - $4.26M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Amna Ali Khan's monthly returns?
Amna Ali Khan's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Amna Ali Khan's strategy be considered aggressive or moderate?
Amna Ali Khan's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Amna Ali Khan's strategy?
Amna Ali Khan's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
