AAK
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:
29.48%
Gain +1.92%
Monthly
0.32%
Yearly
3.94%
Drawdown
13.82%
$1.78B
Equity
Holdings
$1.78B
Investment
$1.36B
$414.57M
Profit +$37.91M
Realized
-$9.95M
Unrealized
$424.52M
Dividends
$84.29M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.92%
Profit
$37.91M
Win %
69%
This Week
Compared To Last Week
Gain
-1.82%
Profit
-$32.95M
Win %
69%
This Month
Compared to last month
Gain
-0.06%
Profit
-$1.04M
Win %
69%
This Year
Compared to last year
Gain
11.39%
Profit
$182.03M
Win %
69%
LRCX Lam Research Corporation
+12.69%
+$4.7M 
MU Micron Technology, Inc.
+11.13%
+$13.11M 
ASML ASML Holding N.V. New York Registry Shares
+9.07%
+$31,619.32 
AMD Advanced Micro Devices, Inc.
+8.18%
+$3.25M 
MPWR Monolithic Power Systems, Inc.
+7.58%
+$2.04M 
CRWD CrowdStrike Holdings, Inc.
+6.95%
+$1.21M 
BTMD Biote Corp.
+6.61%
+$6,418.35 
FCX Freeport-McMoRan Inc.
+6.49%
+$21,600.79 
SHAK Shake Shack Inc.
+6.26%
+$368,222.03 
NXPI NXP Semiconductors N.V.
+6.02%
+$1.31M 
THC Tenet Healthcare Corporation
+5.24%
+$709,387.2 
TOL Toll Brothers Inc
+5.19%
+$669,386.98 
PLAY Dave & Buster's Entertainment Inc.
+5.08%
+$9,653.27 
GLW Corning Incorporated
+5.08%
+$27,226.65 
GEV GE Vernova Inc.
+5.03%
+$1.03M 
ETN Eaton Corporation plc
+4.88%
+$76,004.85 
PPG PPG Industries Inc.
+4.73%
+$19,368.18 
MTUM iShares MSCI USA Momentum Factor ETF
+4.65%
+$40,640.13 
ADI Analog Devices, Inc.
+4.62%
+$823,300.98 
LMT Lockheed Martin Corporation
+4.49%
+$31,809.39 
ORN Orion Group Holdings Inc.
+4.43%
+$50,677.46 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$17,574 
TSLA Tesla, Inc.
+4.42%
+$45,486.1 
FTNT Fortinet Inc.
+4.37%
+$609,470.49 
SHW The Sherwin-Williams Company
+3.97%
+$12,854.55 
AVGO Broadcom Inc.
+3.96%
+$157,609.2 
SYF Synchrony Financial
+3.84%
+$78,500.67 
XLK State Street Technology Select Sector SPDR ETF
+3.83%
+$13,002.33 
RTX RTX Corporation
+3.69%
+$19,440.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$10,616.19 
FLYW Flywire Corporation
+3.51%
+$413,558 
IR Ingersoll Rand Inc.
+3.42%
+$575,671.88 
CMI Cummins Inc.
+3.4%
+$11,138.4 
EL The Estée Lauder Companies Inc. Class A
+3.38%
+$8,606.42 
IXUS iShares Core International Stock ETF
+3.38%
+$12,512.9 
VGT Vanguard Information Technology ETF
+3.38%
+$14,166.4 
QQQ Invesco QQQ Trust, Series 1
+3.37%
+$39,501.76 
EMR Emerson Electric Co.
+3.18%
+$17,468.73 
PCAR PACCAR Inc.
+3.18%
+$14,827.52 
LHX L3Harris Technologies, Inc.
+3.02%
+$7,969.2 
IEFA iShares Core MSCI EAFE ETF
+3.02%
+$36,714.97 
TT Trane Technologies plc
+2.61%
+$657,420.75 
DECK Deckers Outdoor Corporation
+2.6%
+$265,792.16 
LLY Eli Lilly and Company
+2.58%
+$25,903.95 
NVDA NVIDIA Corporation
+2.5%
+$735,385 
VB Vanguard Small-Cap ETF
+2.49%
+$8,309.64 
MAR Marriott International Inc. - Class A
+2.49%
+$8,121.59 
IJH iShares Core S&P Mid-Cap ETF
+2.46%
+$37,086.9 
IDV iShares International Select Dividend ETF
+2.41%
+$936,645.15 
CSCO Cisco Systems, Inc.
+2.41%
+$10,275.98 
BKNG Booking Holdings Inc.
+2.37%
+$7,514.87 
IJR iShares Core S&P Small-Cap ETF
+2.37%
+$15,291.97 
ACWI iShares MSCI ACWI ETF
+2.35%
+$17,746.47 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$7,439.69 
OKTA Okta Inc.
+2.33%
+$12,492.25 
HD The Home Depot, Inc.
+2.31%
+$341,972.98 
CMG Chipotle Mexican Grill, Inc.
+2.3%
+$153,041 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.3%
+$6,779.58 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$22,526.28 
APH Amphenol Corporation
+2.19%
+$447,767.83 
LOW Lowe's Companies Inc.
+2.18%
+$5,885.84 
IUSG iShares Core S&P U.S. Growth ETF
+2.17%
+$20,613.56 
HBAN Huntington Bancshares Incorporated
+2.17%
+$11,754.46 
IWR iShares Russell Mid-Cap ETF
+2.14%
+$5,480.5 
MLM Martin Marietta Materials, Inc.
+2.07%
+$219,034.41 
HPE Hewlett Packard Enterprise Company
+2.02%
+$938,938.2 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.92%
+$6,057.38 
DFUV Dimensional US Marketwide Value ETF
+1.89%
+$8,565.81 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+1.89%
+$8,524.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.87%
+$34,093.46 
LRGF iShares U.S. Equity Factor ETF
+1.86%
+$4,279.88 
VO Vanguard Mid-Cap ETF
+1.84%
+$9,037.6 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.83%
+$290,793.1 
AXP American Express Company
+1.79%
+$381,449.41 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$4,719.45 
VUG Vanguard Growth ETF
+1.78%
+$8,278.44 
IVV iShares Core S&P 500 ETF
+1.78%
+$78,205.17 
VOO Vanguard S&P 500 ETF
+1.77%
+$15,118.76 
VTV Vanguard Value ETF
+1.74%
+$6,490.73 
MET MetLife Inc.
+1.74%
+$8,973 
GWRE GUIDEWIRE SOFTWARE INC
+1.69%
+$68,859.38 
DFAT Dimensional US Targeted Value ETF
+1.63%
+$4,288.51 
COLB Columbia Banking System, Inc.
+1.52%
+$3,374.1 
JPM JPMorgan Chase & Co.
+1.52%
+$406,167.2 
AMZN Amazon.com Inc
+1.48%
+$468,346.28 
TSCO Tractor Supply Company
+1.45%
+$81,163.1 
AAPL Apple Inc.
+1.44%
+$506,312.64 
IBM International Business Machines Corporation
+1.38%
+$16,837.54 
PLD Prologis Inc.
+1.33%
+$5,191.44 
TOST Toast Inc.
+1.32%
+$1,812.48 
LIN Linde plc
+1.29%
+$8,159.94 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$14,010.84 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$6,612.3 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.18%
+$649,604.37 
IUSV iShares Core S&P U.S. Value ETF
+1.18%
+$309,081.6 
IVE ISHARES S&P 500 VALUE ETF
+1.17%
+$7,193.08 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.15%
+$5,553.12 
CINF Cincinnati Financial Corporation
+1.1%
+$6,930.25 
SDY SPDR S&P Dividend ETF
+1.06%
+$2,787.29 
IYF iShares U.S. Financials ETF
+1%
+$5,770 
DXCM DexCom, Inc.
+0.97%
+$147,147.45 
MCD McDonald's Corporation
+0.97%
+$8,348.37 
DGRO iShares Core Dividend Growth ETF
+0.95%
+$2,786.75 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.94%
+$1,880.39 
LGOV First Trust Long Duration Opportunities ETF
+0.94%
+$207,905.2 
FAST Fastenal Co.
+0.92%
+$5,889.66 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$778,775.71 
UNM Unum Group
+0.84%
+$2,254.92 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$237,203.5 
ABT Abbott Laboratories
+0.77%
+$3,015.3 
UNP Union Pacific Corporation
+0.72%
+$4,857.81 
VTC Vanguard Total Corporate Bond Fund
+0.68%
+$10,388.04 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.68%
+$397,999.38 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.67%
+$152,042.24 
TMUS T-Mobile US, Inc.
+0.6%
+$6,362.52 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$145,562.45 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.57%
+$151,795.24 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$1,415.4 
DEED First Trust TCW Securitized Plus ETF
+0.47%
+$105,907.19 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$198,701.15 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.47%
+$2,021.82 
WFC Wells Fargo & Company
+0.46%
+$1,231.2 
EQIX Equinix, Inc.
+0.46%
+$1,296 
ABBV AbbVie Inc.
+0.33%
+$3,173.25 
MDT Medtronic plc
+0.29%
+$562.59 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$2,033.47 
JNJ Johnson & Johnson
+0.24%
+$1,843.92 
GOOG Alphabet Inc
+0.13%
+$1,428.27 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$1,751.5 
TJX The TJX Companies, Inc.
+0.09%
+$22,165.15 
AEP American Electric Power Company, Inc.
+0.09%
+$339.24 
FTSM First Trust Enhanced Short Maturity Fund
+0.06%
+$32,473.15 
STE STERIS plc
+0.05%
+$7,805.77 
HDV iShares Core High Dividend ETF
+0.04%
+$136.25 
MSI Motorola Solutions, Inc.
+0.03%
+$3,270.69 
AZN
0%
$0 
ORCL Oracle Corporation
-8.33%
-$23,930.79 
GDDY Godaddy Inc.
-6.13%
-$316,135.75 
WIX Wix.com Ltd.
-4.01%
-$137,657.7 
SPOT Spotify Technology S.A.
-3.14%
-$314,678.91 
HUBS HubSpot, Inc.
-2.98%
-$100,995.3 
SPGI S&P Global Inc.
-2.68%
-$396,281.6 
XOM Exxon Mobil Corporation
-2.63%
-$174,247.92 
PAYC Paycom Software, Inc.
-2.52%
-$8,794.05 
FANG Diamondback Energy Inc
-2.46%
-$508,487.91 
MO Altria Group, Inc.
-2.27%
-$7,997.88 
CRM Salesforce Inc
-2.16%
-$265,057.13 
WM Waste Management, Inc.
-2.16%
-$5,383.5 
TW Tradeweb Markets Inc.
-2.07%
-$139,047.7 
CVX Chevron Corporation
-1.94%
-$15,977.7 
MSFT Microsoft Corp.
-1.83%
-$429,360.91 
BSX Boston Scientific Corporation
-1.68%
-$104,774.31 
SNPS Synopsys, Inc.
-1.57%
-$246,553.5 
ALL Allstate Corporation
-1.53%
-$338,046.94 
IQV IQVIA Holdings Inc.
-1.5%
-$253,515.76 
ROL Rollins, Inc.
-1.47%
-$5,631.5 
OKE ONEOK, Inc.
-1.36%
-$3,602.67 
PINS Pinterest, Inc. Class A
-1.35%
-$86,159.76 
ACN Accenture plc Class A
-1.14%
-$6,130.4 
TPL Texas Pacific Land Corporation
-1.1%
-$10,938.57 
PM Philip Morris International Inc.
-1.05%
-$5,439.36 
KO The Coca-Cola Company
-0.96%
-$7,312.62 
V Visa Inc. Class A
-0.94%
-$160,204.66 
MPC Marathon Petroleum Corporation
-0.88%
-$2,854.39 
ICE Intercontinental Exchange, Inc.
-0.86%
-$63,704.74 
ET Energy Transfer L.P.
-0.84%
-$3,018.74 
COST Costco Wholesale Corporation
-0.83%
-$108,520.15 
HQY HealthEquity Inc.
-0.62%
-$61,117.71 
ATO Atmos Energy Corporation
-0.55%
-$4,004.58 
META Meta Platforms Inc Class A
-0.38%
-$64,797.13 
AXON Axon Enterprise, Inc.
-0.36%
-$29,368.01 
III Information Services Group Inc.
-0.35%
-$2,167.7 
AFL Aflac Inc.
-0.31%
-$902.52 
CDNS Cadence Design Systems, Inc.
-0.3%
-$37,497.78 
MA Mastercard Incorporated
-0.3%
-$1,701.57 
PEP PepsiCo, Inc.
-0.28%
-$596.81 
UNH UnitedHealth Group Incorporated
-0.27%
-$42,926.01 
WMT Walmart Inc.
-0.27%
-$94,183.04 
ORI Old Republic International Corp.
-0.26%
-$5,148.7 
FISV Fiserv, Inc.
-0.26%
-$25,921.82 
MCK McKesson Corporation
-0.22%
-$574.48 
PG Procter & Gamble Co
-0.21%
-$26,825.49 
EW Edwards Lifesciences Corporation
-0.16%
-$32,602.64 
CME CME Group Inc.
-0.16%
-$1,060.3 
HAL Halliburton Company
-0.11%
-$3,812.26 
GOOGL Alphabet Inc
-0.1%
-$43,496.02 
NEE NextEra Energy, Inc.
-0.07%
-$297 
WELL Welltower Inc.
-0.02%
-$2,713.12 Events
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Dividends
Dividend Analysis
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| Trades 2105 | Longs Won 1259/2105 59% | Profit Factor 3.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.95M |
| Average Win $456,656.04 | Best Trade (Jun 11) $69.42M | Sharpe Ratio -5.09 |
| Average Loss -$189,550.74 | Worst Trade (Jun 30) -$6.17M | Z-Score 7.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 6d | Expectancy $196,945.39 |
| 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 | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
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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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