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:
117.15%
Gain +0.05%
Monthly
1.09%
Yearly
13.88%
Drawdown
21.49%
$2.11B
Equity
Holdings
$2.11B
Investment
$1.59B
$524.81M
Profit +$4.62M
Realized
$251,249.32
Unrealized
$524.55M
Dividends
$96.85M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$4.62M
Win %
72%
This Week
Compared To Last Week
Gain
0.09%
Profit
$1.81M
Win %
72%
This Month
Compared to last month
Gain
-0.54%
Profit
-$11.53M
Win %
72%
This Year
Compared to last year
Gain
1.7%
Profit
$35.29M
Win %
68%
PANW Palo Alto Networks, Inc.
+6.73%
+$129,050.65 
CRWD CrowdStrike Holdings, Inc.
+6.15%
+$1.93M 
HAL Halliburton Company
+6.03%
+$148,970 
OKTA Okta Inc. Class A Common Stock
+5.44%
+$25,896.75 
FANG Diamondback Energy Inc.
+4.97%
+$1.17M 
HPE Hewlett Packard Enterprise Company
+3.98%
+$2.37M 
MU Micron Technology Inc.
+3.64%
+$2.41M 
COLB Columbia Banking System, Inc.
+3.6%
+$7,885.12 
ISRG Intuitive Surgical Inc.
+3.2%
+$338,252.66 
OKE ONEOK, Inc.
+3.1%
+$9,105.39 
FTNT Fortinet, Inc.
+2.99%
+$698,443.87 
ORN Orion Group Holdings, Inc.
+2.97%
+$9,319.5 
TPL Texas Pacific Land Corporation
+2.92%
+$19,353.38 
CVX Chevron Corporation
+2.77%
+$27,945.39 
PAGP Plains GP Holdings, L.P. Class A Shares
+2.65%
+$6,577.86 
SNPS Synopsys Inc.
+2.62%
+$735,122.17 
CDNS Cadence Design Systems, Inc.
+2.61%
+$626,814.86 
XOM ExxonMobil Holdings Corporation
+2.6%
+$191,293.08 
HQY HealthEquity, Inc.
+2.45%
+$339,302.7 
DELL Dell Technologies Inc. Class C Common Stock
+2.38%
+$17,932.98 
EPD Enterprise Products Partners L.P.
+2.26%
+$5,036.62 
ET Energy Transfer LP
+2.1%
+$8,145.46 
LMT Lockheed Martin Corporation
+2.05%
+$14,073.62 
AMD Advanced Micro Devices Inc.
+2.02%
+$986,080.75 
INTC Intel Corporation
+1.97%
+$3,727.92 
APH Amphenol Corp. Class A Common Stock
+1.92%
+$872,471.28 
TXN Texas Instruments Inc.
+1.83%
+$6,763.46 
AMAT Applied Materials Inc.
+1.71%
+$250,079.74 
ORCL Oracle Corporation
+1.71%
+$6,580.5 
CSCO Cisco Systems, Inc.
+1.65%
+$5,738.41 
FCX Freeport-McMoRan Inc.
+1.63%
+$8,374.8 
ADI Analog Devices, Inc.
+1.46%
+$304,474.86 
GLW Corning Incorporated
+1.42%
+$4,436.64 
LRCX Lam Research Corp.
+1.23%
+$328,592.46 
ASML ASML Holding N.V. NY Registered Shares
+1.05%
+$6,789.6 
AVR Anteris Technologies Global Corp.
+1%
+$1,566 
MTUM iShares MSCI USA Momentum Factor ETF
+0.96%
+$9,192.79 
NTRA Natera, Inc.
+0.93%
+$307,941.34 
EMR Emerson Electric Co.
+0.88%
+$5,793.73 
VGT Vanguard Information Technology ETF
+0.83%
+$4,608.81 
MSFT Microsoft Corporation Common Stock
+0.81%
+$316,786.96 
AVGO Broadcom Inc.
+0.8%
+$91,285.56 
IBM International Business Machines Corporation
+0.78%
+$10,340 
HUBS HubSpot, Inc. Common Stock
+0.76%
+$76,387.8 
HBAN HubSpot Inc.
+0.64%
+$3,220.4 
PAYC Paycom Software, Inc.
+0.64%
+$4,035.61 
TW Tradeweb Markets Inc. Class A Common Stock
+0.62%
+$5,623.24 
ABT Abbott Laboratories
+0.54%
+$2,569.09 
QQH HCM Defender 100 Index ETF
+0.48%
+$1,012.38 
FLYW Flywire Corp Voting Common Stock
+0.47%
+$94,999.77 
MPC Marathon Petroleum Corp.
+0.46%
+$2,770.84 
QQQ Invesco QQQ Trust, Series 1
+0.45%
+$5,325.44 
BA The Boeing Company
+0.37%
+$731.4 
IEMG iShares Core MSCI Emerging Markets ETF
+0.33%
+$1,165.15 
CME CME Group Inc. Class A Common Stock
+0.31%
+$2,373.1 
GEV GE Vernova Inc.
+0.3%
+$66,705 
MSI Motorola Solutions, Inc.
+0.3%
+$2,570.2 
CMI Cummins Inc.
+0.27%
+$671.15 
DFAE Dimensional Emerging Core Equity Market ETF
+0.26%
+$1,346.53 
DXCM DexCom Inc.
+0.24%
+$54,191.61 
STE STERIS plc
+0.19%
+$37,730.7 
PODD Insulet Corporation
+0.19%
+$14,607.45 
PLD Prologis, Inc.
+0.18%
+$634.34 
IDV iShares International Select Dividend ETF
+0.18%
+$72,410.48 
VTEB Vanguard Tax-Exempt Bond ETF
+0.18%
+$526.83 
MUB iShares National Muni Bond ETF
+0.14%
+$285.6 
ETN Eaton Corporation plc
+0.13%
+$1,715.67 
DE Deere & Company
+0.13%
+$332.35 
CEG Constellation Energy Corporation
+0.12%
+$17,865.6 
THC Tenet Healthcare Corp.
+0.1%
+$27,175.68 
IWF iShares Russell 1000 Growth ETF
+0.1%
+$267.36 
DEED First Trust Securitized Plus ETF
+0.07%
+$17,581.99 
ABBV AbbVie Inc.
+0.07%
+$965.51 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$199.3 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.05%
+$588.42 
IVW iShares S&P 500 Growth ETF
0%
+$45.1 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
T AT&T Inc.
-5.65%
-$17,037.81 
TMUS T-Mobile US Inc.
-5.57%
-$50,600.16 
PLAY Dave & Buster's Entertainment, Inc.
-5.29%
-$6,004.79 
SHAK Shake Shack, Inc. Class A Common Stock
-4.51%
-$439,975.98 
ACN Accenture plc
-4.25%
-$37,058.25 
DECK Deckers Outdoor Corporation
-3.99%
-$34,301.97 
AXP American Express Company
-3.51%
-$882,307.05 
NEM Newmont Corporation
-3.45%
-$638,575.5 
ORI Old Republic International Corp.
-3.07%
-$63,432.43 
TSCO Tractor Supply Company
-3.05%
-$11,364.26 
MET MetLife, Inc.
-3.04%
-$13,022.1 
LOW Lowe's Companies, Inc.
-2.82%
-$7,824.12 
BKNG Booking Holdings Inc.
-2.82%
-$8,299.17 
HD The Home Depot, Inc.
-2.8%
-$580,289.93 
JLL Jones Lang LaSalle Incorporated
-2.79%
-$152,189.99 
CMG Chipotle Mexican Grill, Inc.
-2.45%
-$424,268.58 
KO The Coca-Cola Company
-2.38%
-$22,124.52 
LLY Eli Lilly and Company
-2.2%
-$476,420.53 
GE General Electric Company
-2.19%
-$4,944.67 
PPG PPG Industries, Inc.
-2.14%
-$8,824.56 
ULTA Ulta Beauty, Inc.
-2.12%
-$263,062.4 
PG The Procter & Gamble Company
-2.09%
-$391,896.75 
CAT Caterpillar Inc.
-2.01%
-$12,632.24 
ALL The Allstate Corporation
-1.98%
-$574,540.8 
AFL Aflac Incorporated
-1.97%
-$6,092.01 
BTI British American Tobacco plc ADR
-1.93%
-$4,008.76 
PCAR PACCAR Inc.
-1.91%
-$8,537.65 
MCD McDonald's Corporation
-1.87%
-$14,901.99 
SYF Synchrony Financial
-1.84%
-$36,953.53 
SHW The Sherwin-Williams Company
-1.83%
-$7,233.94 
MRK Merck & Co., Inc.
-1.74%
-$7,160.35 
MA Mastercard Inc. Class A Common Stock
-1.73%
-$9,833.1 
JNJ Johnson & Johnson
-1.61%
-$19,681.92 
LWLG Lightwave Logic, Inc.
-1.57%
-$650 
MO Altria Group, Inc.
-1.57%
-$7,264.76 
UNP Union Pacific Corp.
-1.53%
-$12,320.72 
MLM Martin Marietta Materials, Inc.
-1.52%
-$215,154.97 
CDE Coeur Mining Inc.
-1.48%
-$59,185.96 
PH Parker-Hannifin Corporation
-1.45%
-$137,300.42 
CRM Salesforce, Inc.
-1.38%
-$502,564.95 
COST Costco Wholesale Corp
-1.31%
-$272,287.36 
JPM JPMorgan Chase & Co.
-1.29%
-$416,439.4 
LMAT LeMaitre Vascular Inc.
-1.27%
-$2,388.96 
V Visa Inc. Class A
-1.24%
-$319,402.76 
CINF Cincinnati Financial Corporation
-1.18%
-$7,959 
PFE Pfizer Inc.
-1.17%
-$4,745.64 
TJX The TJX Companies, Inc.
-1.16%
-$271,382.13 
MS Morgan Stanley Common Stock
-1.16%
-$3,878.73 
MPWR Monolithic Power Systems Inc.
-1.14%
-$267,452.14 
WMT Walmart Inc.
-1.14%
-$436,128.3 
RTX RTX Corporation
-1.12%
-$10,769.2 
PEG Public Service Enterprise Group Inc.
-1.02%
-$2,567.8 
C Citigroup Inc.
-1.01%
-$2,757.76 
COF Capital One Financial Corp.
-0.96%
-$2,346.12 
AEP American Electric Power Company, Inc.
-0.95%
-$3,407.59 
BTMD Biote Corp. Class A Common Stock
-0.92%
-$427.89 
SDY State Street SPDR S&P Dividend ETF
-0.91%
-$2,541.85 
AIT Applied Industrial Technologies Inc.
-0.86%
-$6,668.14 
IYF iShares U.S. Financials ETF
-0.85%
-$5,809.49 
MAR Marriott International, Inc. Class A Common Stock
-0.83%
-$2,898.75 
FAST Fastenal Co.
-0.74%
-$5,764.2 
EQIX Equinix, Inc.
-0.74%
-$1,630.96 
UBS UBS Group AG
-0.72%
-$1,611.94 
WFC Wells Fargo & Company
-0.71%
-$2,216.63 
EW Edwards Lifesciences Corporation
-0.7%
-$167,813.29 
SPGI S&P Global Inc.
-0.67%
-$126,311.5 
TOL Toll Brothers, Inc.
-0.63%
-$100,526.62 
DUK Duke Energy Corporation
-0.63%
-$1,301.13 
MCK McKesson Corporation
-0.62%
-$2,258.98 
DGRO iShares Core Dividend Growth ETF
-0.62%
-$2,127.5 
AVDV Avantis International Small Cap Value ETF
-0.61%
-$2,172.3 
BRK-B Berkshire Hathaway Inc.
-0.6%
-$18,112.53 
VIG Vanguard Dividend Appreciation ETF
-0.59%
-$3,914.51 
GS The Goldman Sachs Group, Inc.
-0.59%
-$2,546.25 
UPRO ProShares UltraPro S&P 500
-0.59%
-$1,854.16 
LHX L3Harris Technologies, Inc.
-0.59%
-$1,142.83 
PM Philip Morris International Inc.
-0.56%
-$3,236.46 
AZN AstraZeneca PLC American Depositary Shares
-0.56%
-$2,138.87 
WCC WESCO International, Inc.
-0.56%
-$1,055.22 
SPOT Spotify Technology S.A.
-0.53%
-$116,019.1 
ATO Atmos Energy Corporation
-0.51%
-$3,966.16 
RSP Invesco S&P 500 Equal Weight ETF
-0.51%
-$1,598.65 
III Information Services Group, Inc.
-0.49%
-$3,900 
TSLA Tesla, Inc.
-0.49%
-$6,792.24 
FDLO Fidelity Low Volatility Factor ETF
-0.48%
-$1,170.43 
UNH UnitedHealth Group Inc.
-0.47%
-$2,068 
JEPI JPMorgan Equity Premium Income ETF
-0.46%
-$1,343.29 
META Meta Platforms Inc Class A
-0.43%
-$99,061.2 
IEFA iShares Core MSCI EAFE ETF
-0.42%
-$5,090.44 
VCLT Vanguard Long-Term Corporate Bond ETF
-0.41%
-$275,874.68 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.4%
-$2,054.28 
VTV Vanguard Morningstar Value ETF
-0.39%
-$971.88 
SCHV Schwab U.S. Large-Cap Value ETF
-0.38%
-$901.16 
IVE iShares S&P 500 Value ETF
-0.37%
-$2,786.14 
AAPL Apple Inc.
-0.37%
-$172,519.68 
DFAT Dimensional U.S. Targeted Value ETF
-0.36%
-$970.25 
VYM Vanguard High Dividend Yield ETF
-0.35%
-$2,067.34 
IUSV iShares Core S&P U.S. Value ETF
-0.35%
-$85,148.8 
USMV iShares MSCI USA Min Vol Factor ETF
-0.34%
-$102,804.1 
DFAS Dimensional U.S. Small Cap ETF
-0.34%
-$1,106.73 
SCHM Schwab U.S. Mid-Cap ETF
-0.32%
-$1,759.06 
GOOGL Alphabet Inc
-0.32%
-$130,405.98 
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$5,106.86 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.29%
-$2,282.6 
CARR Carrier Global Corp.
-0.29%
-$452.26 
AMZN Amazon.com Inc
-0.27%
-$100,512.23 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.27%
-$1,322.68 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.25%
-$315,118.39 
ICE Intercontinental Exchange, Inc.
-0.25%
-$16,992.04 
HDV iShares Core High Dividend ETF
-0.25%
-$1,242.9 
VB Vanguard Small-Cap ETF
-0.24%
-$1,008.86 
SCHF Schwab International Equity ETF
-0.24%
-$568.62 
SCHD Schwab U.S. Dividend Equity ETF
-0.23%
-$1,490.45 
VTC Vanguard Total Corporate Bond ETF
-0.22%
-$2,750.95 
TT Trane Technologies plc
-0.22%
-$60,301.37 
GOOG Alphabet Inc
-0.21%
-$3,216.62 
VEA Vanguard FTSE Developed Markets ETF
-0.21%
-$671.21 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.2%
-$49,154.91 
DFUV Dimensional US Marketwide Value ETF
-0.2%
-$1,224.98 
TLT iShares 20+ Year Treasury Bond ETF
-0.2%
-$2,003.1 
ACWI iShares MSCI ACWI ETF
-0.2%
-$1,563.03 
WM Waste Management Inc.
-0.2%
-$523.59 
VOO Vanguard S&P 500 ETF
-0.19%
-$2,237.77 
GWRE Guidewire Software Inc.
-0.19%
-$2,450.52 
IVV iShares Core S&P 500 ETF
-0.19%
-$9,357.01 
NEE NextEra Energy Inc.
-0.19%
-$762.6 
IWM iShares Russell 2000 ETF
-0.19%
-$742.04 
IQV IQVIA Holdings Inc.
-0.19%
-$55,322.3 
IJR iShares Core S&P Small-Cap ETF
-0.18%
-$1,436.16 
SPY State Street SPDR S&P 500 ETF Trust
-0.17%
-$720.86 
LRGF iShares U.S. Equity Factor ETF
-0.16%
-$390.5 
VTI Vanguard Total Stock Market ETF
-0.16%
-$3,719.95 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.16%
-$525.9 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.14%
-$103,538.99 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.12%
-$287.73 
WELL Welltower Inc.
-0.11%
-$22,158.35 
IXUS iShares Core MSCI Total International Stock ETF
-0.11%
-$417.69 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$529.73 
DFIV Dimensional International Value ETF
-0.1%
-$368.06 
BUFR FT Vest Laddered Buffer ETF
-0.09%
-$251.09 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$265.48 
LGOV First Trust Long Duration Opportunities ETF
-0.07%
-$17,042.94 
FIXD First Trust Smith Opportunistic Fixed Income ETF
-0.07%
-$23,510.43 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$490.32 
NVDA NVIDIA Corporation
-0.06%
-$20,018.27 
IAGG iShares Core International Aggregate Bond ETF
-0.05%
-$25,957.75 
AVUV Avantis U.S. Small Cap Value ETF
-0.04%
-$217.41 
IUSG iShares Core S&P U.S. Growth ETF
-0.04%
-$378.07 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.03%
-$71.1 
VUG Vanguard Morningstar Growth ETF
-0.03%
-$234.25 
LIN Linde plc
-0.02%
-$168.13 
NXPI NXP Semiconductors N.V.
-0.01%
-$3,034.08 
FTSM First Trust Enhanced Short Maturity ETF
-0.01%
-$1,049.42 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2496 | Longs Won 1537/2496 61% | Profit Factor 4.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.7M |
| Average Win $450,514.86 | Best Trade (Oct 21) $59.19M | Sharpe Ratio -50.07 |
| Average Loss -$174,802.85 | Worst Trade (Jun 30) -$6.17M | Z-Score 11.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 4d | Expectancy $210,258.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 134,781 | $26.97M | $46.76M | - | $19.8M | 73.41% | -0.368% |
| ABBV AbbVie Inc. | 5,219 | $987,135.56 | $1.49M | - | $502,236.56 | 50.88% | +0.065% |
| ABT Abbott Laboratories | 4,629 | $602,545.73 | $477,087.88 | - | -$125,457.85 | -20.82% | +0.541% |
| ACN Accenture plc | 3,372 | $1.18M | $835,413 | - | -$342,953.8 | -29.1% | -4.248% |
| ACWI iShares MSCI ACWI ETF | 4,962 | $525,679.02 | $779,505.39 | - | $253,826.37 | 48.29% | -0.2% |
| ADI Analog Devices, Inc. | 53,985 | $13.38M | $21.13M | - | $7.75M | 57.87% | +1.462% |
| AEP American Electric Power Company, Inc. | 2,730 | $249,121.4 | $353,239.61 | - | $104,118.21 | 41.79% | -0.955% |
| AFL Aflac Incorporated | 2,507 | $215,368.62 | $302,945.88 | - | $87,577.26 | 40.66% | -1.971% |
| AIT Applied Industrial Technologies Inc. | 2,416 | $641,013.12 | $765,002.24 | - | $123,989.12 | 19.34% | -0.864% |
| ALL The Allstate Corporation | 112,215 | $16.84M | $28.5M | - | $11.67M | 69.29% | -1.976% |
| AMAT Applied Materials Inc. | 39,014 | $15.34M | $14.9M | - | -$432,989.7 | -2.82% | +1.707% |
| AMD Advanced Micro Devices Inc. | 96,203 | $15.76M | $49.85M | - | $34.09M | 216.22% | +2.018% |
| AMZN Amazon.com Inc | 148,907 | $21.62M | $37.18M | - | $15.56M | 71.97% | -0.27% |
| APH Amphenol Corp. Class A Common Stock | 620,976 | $14.28M | $46.25M | - | $31.96M | 223.8% | +1.923% |
| ASML ASML Holding N.V. NY Registered Shares | 414 | $629,432.03 | $652,853.16 | - | $23,421.13 | 3.72% | +1.051% |
| ATO Atmos Energy Corporation | 4,507 | $493,263.3 | $779,846.21 | - | $286,582.91 | 58.1% | -0.506% |
| AVDV Avantis International Small Cap Value ETF | 3,342 | $333,732.12 | $351,244.2 | - | $17,512.08 | 5.25% | -0.615% |
| AVGO Broadcom Inc. | 35,382 | $9.95M | $11.53M | - | $1.57M | 15.8% | +0.798% |
| AVR Anteris Technologies Global Corp. | 26,100 | $144,855 | $158,166 | - | $13,311 | 9.19% | +1% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,953 | $446,833.81 | $482,325.29 | - | $35,491.48 | 7.94% | -0.045% |
No Data
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 - $52.58M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $10.35M, iShares Core S&P U.S. Value ETF - $8.94M, iShares International Select Dividend ETF - $6.59M, and L3Harris Technologies, Inc - $6.32M. 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 Common Stock - $6.55M, Fiserv, Inc - $6.2M, UnitedHealth Group Inc - $5.67M, 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 $96.85M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $10.36M, iShares International Select Dividend ETF - $6.32M, Vanguard Long-Term Corporate Bond ETF - $5.96M, Vanguard Intermediate-Term Corporate Bond ETF - $5.71M, and First Trust Enhanced Short Maturity ETF - $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.
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