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:
79.48%
Gain -2.27%
Monthly
0.99%
Yearly
12.52%
Drawdown
22.09%
$1.91B
Equity
Holdings
$1.91B
Investment
$1.44B
$437.65M
Profit -$17.51M
Realized
-$32.82M
Unrealized
$470.47M
Dividends
$89.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.27%
Profit
-$17.51M
Win %
69%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$544,335.14
Win %
69%
This Month
Compared to last month
Gain
-2.71%
Profit
-$53.06M
Win %
69%
This Year
Compared to last year
Gain
14.58%
Profit
$242.61M
Win %
67%
MU Micron Technology, Inc.
+7.34%
+$7.75M 
AMAT Applied Materials, Inc.
+7.21%
+$1.28M 
LRCX Lam Research Corporation
+5.81%
+$2.07M 
GLW Corning Incorporated
+5.14%
+$20,117.64 
LWLG Lightwave Logic Inc.
+4.96%
+$2,950 
AMD Advanced Micro Devices, Inc.
+4.86%
+$2.3M 
GEV GE Vernova Inc.
+4.56%
+$1.24M 
FCX Freeport-McMoRan Inc.
+4.03%
+$12,973.38 
MPWR Monolithic Power Systems, Inc.
+3.94%
+$1.01M 
NXPI NXP Semiconductors N.V.
+3.76%
+$815,785.29 
APH Amphenol Corporation
+3.51%
+$763,160.64 
ADI Analog Devices, Inc.
+3.43%
+$632,661.12 
HPE Hewlett Packard Enterprise Company
+3.32%
+$1.57M 
ORN Orion Group Holdings Inc.
+3.31%
+$36,075.48 
ASML ASML Holding N.V. New York Registry Shares
+3.21%
+$11,988.4 
MTUM iShares MSCI USA Momentum Factor ETF
+3.18%
+$30,305.61 
AVGO Broadcom Inc.
+3.11%
+$174,607.95 
CMI Cummins Inc.
+2.71%
+$9,941.68 
NVDA NVIDIA Corporation
+2.5%
+$792,292.83 
IEMG iShares Core MSCI Emerging Markets ETF
+2.29%
+$8,465.91 
DFAE Dimensional Emerging Core Equity Market ETF
+2.25%
+$11,906.16 
ETN Eaton Corporation plc
+2.23%
+$34,110.72 
TT Trane Technologies plc
+2.22%
+$612,022.95 
CEG Constellation Energy Corporation
+2.07%
+$220,253.25 
VGT Vanguard Information Technology ETF
+1.92%
+$8,801.52 
DXCM DexCom, Inc.
+1.67%
+$278,520.48 
AVDV Avantis International Small Cap Value ETF
+1.66%
+$5,647.98 
FTNT Fortinet Inc.
+1.63%
+$307,425.56 
CSCO Cisco Systems, Inc.
+1.56%
+$4,581.6 
EMR Emerson Electric Co.
+1.55%
+$8,543.6 
QQQ Invesco QQQ Trust, Series 1
+1.51%
+$17,368.52 
IWF iShares Russell 1000 Growth ETF
+1.38%
+$3,643.2 
IXUS iShares Core International Stock ETF
+1.28%
+$4,723.41 
AIT Applied Industrial Technologies Inc.
+1.21%
+$9,808.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.13%
+$12,608.4 
MAR Marriott International Inc. - Class A
+1.11%
+$3,520.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.1%
+$3,432.92 
IUSG iShares Core S&P U.S. Growth ETF
+1.09%
+$10,426 
SGOL abrdn Physical Gold Shares ETF
+1.07%
+$2,050 
PCAR PACCAR Inc.
+1.05%
+$5,255.72 
ORCL Oracle Corporation
+1.02%
+$2,027.4 
SYF Synchrony Financial
+1.02%
+$21,038.25 
SCHM Schwab U.S. Mid-Cap ETF
+1.02%
+$5,654.92 
TSLA Tesla, Inc.
+0.98%
+$12,725.21 
TPL Texas Pacific Land Corporation
+0.94%
+$8,131.09 
VUG Vanguard Growth ETF
+0.86%
+$6,775.86 
DFIV Dimensional International Value ETF
+0.83%
+$3,071.63 
ACWI iShares MSCI ACWI ETF
+0.83%
+$6,351.36 
MPC Marathon Petroleum Corporation
+0.82%
+$3,289 
IEFA iShares Core MSCI EAFE ETF
+0.82%
+$9,243.78 
JPM JPMorgan Chase & Co.
+0.77%
+$238,095.12 
IJH iShares Core S&P Mid-Cap ETF
+0.72%
+$11,905.92 
PLAY Dave & Buster's Entertainment Inc.
+0.69%
+$1,064.14 
IWM iShares Russell 2000 ETF
+0.68%
+$2,944 
META Meta Platforms Inc Class A
+0.68%
+$141,917.36 
AVUV Avantis U.S. Small Cap Value ETF
+0.68%
+$2,756.55 
IR Ingersoll Rand Inc.
+0.64%
+$129,265.51 
VB Vanguard Small-Cap ETF
+0.64%
+$2,765.48 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$4,683.77 
IVV iShares Core S&P 500 ETF
+0.61%
+$28,681.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.6%
+$10,193.02 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$1,026.95 
RH RH
+0.59%
+$2,916 
VOO Vanguard S&P 500 ETF
+0.58%
+$6,162 
CDNS Cadence Design Systems, Inc.
+0.57%
+$137,185.48 
WFC Wells Fargo & Company
+0.52%
+$1,424.7 
AVR Anteris Technologies Ltd.
+0.49%
+$1,044 
IDV iShares International Select Dividend ETF
+0.47%
+$186,506 
MET MetLife Inc.
+0.46%
+$1,839.97 
VO Vanguard Mid-Cap ETF
+0.45%
+$2,305.44 
FANG Diamondback Energy Inc
+0.44%
+$95,998.36 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$2,365.32 
SNPS Synopsys, Inc.
+0.41%
+$97,397.3 
ABBV AbbVie Inc.
+0.4%
+$4,737.9 
DFAT Dimensional US Targeted Value ETF
+0.4%
+$1,086.68 
EQIX Equinix, Inc.
+0.4%
+$1,092.13 
XOM Exxon Mobil Corporation
+0.39%
+$24,423.8 
BUFR FT Vestladder Buffer ETF-USD I
+0.38%
+$1,144.5 
PLD Prologis Inc.
+0.36%
+$1,400.79 
DFAS Dimensional U.S. Small Cap ETF
+0.35%
+$1,147.72 
DFUV Dimensional US Marketwide Value ETF
+0.33%
+$1,917.36 
ET Energy Transfer L.P.
+0.3%
+$1,132.02 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+0.27%
+$1,210.14 
WELL Welltower Inc.
+0.27%
+$48,782.58 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.25%
+$567.84 
PAGP Plains GP Holdings, L.P.
+0.25%
+$577.78 
CVX Chevron Corporation
+0.23%
+$1,499.96 
PFF iShares Preferred and Income Securities ETF
+0.23%
+$73,854.69 
T AT&T Inc.
+0.23%
+$621.6 
LGH HCM Defender 500 Index ETF
+0.2%
+$905.98 
EL The Estée Lauder Companies Inc. Class A
+0.18%
+$506.4 
FAST Fastenal Co.
+0.13%
+$851.88 
IYF iShares U.S. Financials ETF
+0.1%
+$634.27 
VTEB Vanguard Tax-Exempt Bond ETF
+0.09%
+$303.21 
IUSV iShares Core S&P U.S. Value ETF
+0.08%
+$20,526.48 
MSI Motorola Solutions, Inc.
+0.08%
+$9,704.32 
CRWD CrowdStrike Holdings, Inc.
+0.08%
+$17,923.2 
OKE ONEOK, Inc.
+0.07%
+$191.88 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$188.76 
IVE ISHARES S&P 500 VALUE ETF
+0.06%
+$369.72 
DEED First Trust TCW Securitized Plus ETF
+0.05%
+$10,977.35 
TOL Toll Brothers Inc
+0.04%
+$6,101.46 
AXP American Express Company
+0.02%
+$5,013.61 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$3,548.92 
IAGG iShares International Aggregate Bond Fund
0%
$0 
PPG PPG Industries Inc.
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
$0 
HAL Halliburton Company
-4.17%
-$115,689.59 
SPGI S&P Global Inc.
-3.81%
-$640,961.4 
PAYC Paycom Software, Inc.
-3.15%
-$12,005.79 
GWRE GUIDEWIRE SOFTWARE INC
-2.83%
-$196,026.66 
CRM Salesforce Inc
-2.83%
-$672,509.88 
IQV IQVIA Holdings Inc.
-2.46%
-$493,415.82 
ACN Accenture plc Class A
-2.2%
-$10,080.4 
LHX L3Harris Technologies, Inc.
-2.2%
-$5,100.48 
AAPL Apple Inc.
-2.14%
-$911,902.57 
LMT Lockheed Martin Corporation
-1.96%
-$13,090.33 
CMG Chipotle Mexican Grill, Inc.
-1.8%
-$293,321.32 
TMUS T-Mobile US, Inc.
-1.69%
-$18,889.2 
STE STERIS plc
-1.68%
-$274,219.21 
ICE Intercontinental Exchange, Inc.
-1.57%
-$107,316.52 
ROL Rollins, Inc.
-1.45%
-$2,614.3 
FLYW Flywire Corporation
-1.41%
-$239,740.8 
BSX Boston Scientific Corporation
-1.39%
-$82,954.51 
WM Waste Management, Inc.
-1.33%
-$3,745.06 
MDT Medtronic plc
-1.18%
-$2,326.52 
IBM International Business Machines Corporation
-1.17%
-$11,285 
LMAT Lemaitre Vascular Inc.
-1.12%
-$2,521.68 
MSFT Microsoft Corp.
-1.03%
-$269,527.93 
III Information Services Group Inc.
-0.99%
-$5,200 
V Visa Inc. Class A
-0.99%
-$202,280.64 
ABT Abbott Laboratories
-0.97%
-$4,612.76 
SHAK Shake Shack Inc.
-0.95%
-$66,022.02 
JNJ Johnson & Johnson
-0.89%
-$7,442.4 
CME CME Group Inc.
-0.88%
-$5,409.4 
EW Edwards Lifesciences Corporation
-0.88%
-$184,470.94 
CINF Cincinnati Financial Corporation
-0.87%
-$5,926.65 
AMZN Amazon.com Inc
-0.86%
-$301,799.52 
HQY HealthEquity Inc.
-0.76%
-$94,834.04 
ALL Allstate Corporation
-0.74%
-$198,493.47 
TSCO Tractor Supply Company
-0.69%
-$44,001.3 
MCD McDonald's Corporation
-0.69%
-$5,768.4 
MA Mastercard Incorporated
-0.68%
-$4,353.37 
TJX The TJX Companies, Inc.
-0.66%
-$152,448.18 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.65%
-$133,966.8 
GOOG Alphabet Inc
-0.63%
-$8,611.38 
GOOGL Alphabet Inc
-0.63%
-$274,230.06 
PLTR Palantir Technologies Inc.
-0.61%
-$5,033.16 
COST Costco Wholesale Corporation
-0.59%
-$81,433.4 
MO Altria Group, Inc.
-0.58%
-$2,126.28 
THC Tenet Healthcare Corporation
-0.56%
-$95,741.24 
MCK McKesson Corporation
-0.56%
-$1,511.25 
SHW The Sherwin-Williams Company
-0.54%
-$2,074.27 
WMT Walmart Inc.
-0.53%
-$178,845.52 
MLM Martin Marietta Materials, Inc.
-0.51%
-$59,987.51 
HD The Home Depot, Inc.
-0.48%
-$80,289.6 
LOW Lowe's Companies Inc.
-0.47%
-$1,267.2 
PM Philip Morris International Inc.
-0.46%
-$2,193.85 
SPOT Spotify Technology S.A.
-0.45%
-$75,706.49 
KO The Coca-Cola Company
-0.43%
-$2,833.95 
ORI Old Republic International Corp.
-0.4%
-$8,752.79 
BTMD Biote Corp.
-0.4%
-$427.89 
HBAN Huntington Bancshares Incorporated
-0.39%
-$2,254.28 
RTX RTX Corporation
-0.39%
-$2,824.5 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.38%
-$113,352 
WEN The Wendy's Company
-0.38%
-$893.01 
LGOV First Trust Long Duration Opportunities ETF
-0.38%
-$86,888.72 
PG Procter & Gamble Co
-0.37%
-$52,598.7 
BKNG Booking Holdings Inc.
-0.36%
-$1,310 
ATO Atmos Energy Corporation
-0.34%
-$2,749.27 
AFL Aflac Inc.
-0.29%
-$902.52 
NEE NextEra Energy, Inc.
-0.27%
-$1,107.32 
FDLO Fidelity Low Volatility Factor ETF
-0.26%
-$631.78 
LIN Linde plc
-0.25%
-$1,602.73 
LLY Eli Lilly and Company
-0.19%
-$16,892.1 
TLT iShares 20+ Year Treasury Bond ETF
-0.19%
-$2,076.16 
SDY SPDR S&P Dividend ETF
-0.17%
-$455.78 
LRGF iShares U.S. Equity Factor ETF
-0.16%
-$374.88 
TW Tradeweb Markets Inc.
-0.15%
-$11,783.85 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$2,474.52 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.12%
-$129,231.44 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$319.55 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.1%
-$67,688.56 
QQH HCM Defender 100 Index ETF
-0.09%
-$301.63 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.08%
-$17,878.76 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.07%
-$44,882.27 
USMV iShares MSCI USA Min Vol Factor ETF
-0.07%
-$19,470.43 
HDV iShares Core High Dividend ETF
-0.07%
-$267.4 
COLB Columbia Banking System, Inc.
-0.06%
-$146.7 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$252.8 
AEP American Electric Power Company, Inc.
-0.04%
-$131.3 
VTC Vanguard Total Corporate Bond Fund
-0.03%
-$370.32 
MRK Merck & Co., Inc.
-0.02%
-$50.46 
UNH UnitedHealth Group Incorporated
-0.02%
-$84.42 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$90.18 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.01%
-$35.08 
DECK Deckers Outdoor Corporation
-0.01%
-$184.1 
DGRO iShares Core Dividend Growth ETF
0%
-$4.65 Events
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Dividends
Dividend Analysis
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| Trades 2289 | Longs Won 1368/2289 59% | Profit Factor 3.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.85M |
| Average Win $438,107.29 | Best Trade (Jul 24) $69.35M | Sharpe Ratio -11.63 |
| Average Loss -$175,550.77 | Worst Trade (Jun 30) -$6.17M | Z-Score 1.94 (94.77%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 3d | Expectancy $191,196.38 |
| 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 | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
Hover over the desired column for a detailed explanation.
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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: iShares iBoxx $ Investment Grade Corporate Bond ETF - $9.2M, iShares Core S&P U.S. Value ETF - $8.33M, L3Harris Technologies, Inc - $6.31M, iShares International Select Dividend ETF - $6.11M, and Vanguard Long-Term Corporate Bond Fund - $5.13M. 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 - $6.52M, Fiserv, Inc - $6.2M, UnitedHealth Group Incorporated - $5.7M, iShares Core MSCI EAFE ETF - $5.54M, 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 $89.29M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $9.21M, iShares International Select Dividend ETF - $5.84M, Vanguard Long-Term Corporate Bond Fund - $5.25M, Vanguard Intermediate-Term Corporate Bond Fund - $4.76M, and First Trust Enhanced Short Maturity Fund - $4.32M. 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.
