CF
Cheryl Fluker Portfolio
Invests via Members Advisory Group LLC | Managed by Cheryl Fluker
Invests via Members Advisory Group LLC
Managed by Cheryl Fluker
Automatically Tracked
Cheryl Fluker Profile
Cheryl Fluker has cultivated a robust career in corporate governance and leadership, significantly impacting several industries. Known for her strategic insight, she has taken on senior roles that encompass guiding organizations through transformative change and enhancing operational efficiencies. Her diverse background includes pivotal positions in both established firms and innovative startups, allowing her to bridge traditional practices with forward-thinking solutions. With a commitment to fostering organizational resilience, she actively engages in mentorship initiatives aimed at developing future leaders in business sectors. Fluker's contributions extend beyond boardroom responsibilities as she continues to advocate for enhanced stakeholder engagement and responsible growth within the marketplace.
Cheryl Fluker has cultivated a robust career in corporate governance and leadership, significantly impacting several industries. Known for her strategic insight, she has taken on senior roles that encompass guiding organizations through transformative change and enhancing operational efficiencies. Her diverse background includes pivotal positions in both established firms and innovative startups, allowing her to bridge traditional practices with forward-thinking solutions. With a commitment to fostering organizational resilience, she actively engages in mentorship initiatives aimed at developing future leaders in business sectors. Fluker's contributions extend beyond boardroom responsibilities as she continues to advocate for enhanced stakeholder engagement and responsible growth within the marketplace.
Investment Philosophy & Strategy
In a rapidly evolving business environment, Cheryl Fluker leverages her extensive corporate governance experience to identify unique investment opportunities. With a strong emphasis on organizational resilience and operational improvements, her approach highlights the intersection of strategic insight and innovative practices. Decision-making is heavily influenced by market dynamics and transformative leadership principles developed through years in both established companies and startups. This multifaceted background enables her to effectively navigate challenges while prioritizing sustainable growth initiatives that align with stakeholder interests.
In a rapidly evolving business environment, Cheryl Fluker leverages her extensive corporate governance experience to identify unique investment opportunities. With a strong emphasis on organizational resilience and operational improvements, her approach highlights the intersection of strategic insight and innovative practices. Decision-making is heavily influenced by market dynamics and transformative leadership principles developed through years in both established companies and startups. This multifaceted background enables her to effectively navigate challenges while prioritizing sustainable growth initiatives that align with stakeholder interests.
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:
41.3%
Gain -0.82%
Monthly
0.43%
Yearly
5.24%
Drawdown
18.4%
$338.58M
Equity
Holdings
$338.58M
Investment
$320.93M
$45.94M
Profit -$2.07M
Realized
$28.29M
Unrealized
$17.65M
Dividends
$21.02M
Goals
Avg. 40% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.82%
Profit
-$2.07M
Win %
62%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$436,596.5
Win %
62%
This Month
Compared to last month
Gain
0.68%
Profit
$2.29M
Win %
62%
This Year
Compared to last year
Gain
-3.95%
Profit
-$14M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$44,053.67 
TQQQ ProShares UltraPro QQQ
+2.08%
+$4,292.64 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+2.01%
+$5,295.3 
VOLT Tema Electrification Fund
+1.62%
+$283,666.1 
EUV Corgi Lithography & Semiconductor Photonics ETF
+1.44%
+$118,873.59 
AMAT Applied Materials, Inc.
+1.18%
+$2,448.51 
PSI Invesco Semiconductors ETF
+1.16%
+$105,400.38 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$24,230.7 
NOW ServiceNow, Inc.
+1.05%
+$8,479.6 
NBIS Nebius Group N.V.
+1.05%
+$10,040.63 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$52,211.87 
VOO Vanguard S&P 500 ETF
+0.71%
+$193,701.75 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$159,908.38 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$67,338.43 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,413.36 
IQM Franklin Intelligent Machines Fund
+0.65%
+$129,658.91 
AIPO Defiance AI & Power Infrastructure ETF
+0.63%
+$42,282.36 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$200,571.1 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$3,018.51 
SAMT Strategas Macro Thematic Opportunities ETF
+0.47%
+$46,346.19 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,320.6 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,098.81 
JNJ Johnson & Johnson
+0.21%
+$447.32 
WQTM WisdomTree Quantum Computing Fund
+0.16%
+$8,525.35 
DGT SPDR Global Dow ETF
+0.14%
+$20,801.82 
NASA Tema Space Innovators ETF
+0.09%
+$407.46 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$1,628.04 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 DGXX
DGXX
0%
$0 
AAPL Apple Inc.
-7.35%
-$21,209.8 
DRAM Roundhill Memory ETF
-3.76%
-$371,305.6 
GLD SPDR Gold Shares
-1.49%
-$222,264.98 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$1,253.14 
CGHM Capital Group Municipal High-Income ETF
-0.55%
-$1,137.36 
NBTB NBT Bancorp Inc.
-0.53%
-$9,386.16 
IDEQ Lazard International Dynamic Equity ETF
-0.43%
-$46,678.5 
VTV Vanguard Value ETF
-0.27%
-$46,308.32 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$45,468 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$17,901.12 
BINC iShares Flexible Income Active ETF
-0.08%
-$19,930.5 
NYF iShares New York Muni Bond ETF
-0.04%
-$426.24 
UTES Virtus Reaves Utilities ETF
-0.03%
-$1,749.5 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 476 | Longs Won 270/476 56% | Profit Factor 2.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $680,429.39 |
| Average Win $276,490.42 | Best Trade (Aug 13) $8.5M | Sharpe Ratio -21.51 |
| Average Loss -$148,408.03 | Worst Trade (Aug 02) -$4.43M | Z-Score -0.77 (55.64%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $96,503.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,283 | 2,055 | 1,826 | 1,598 | 1,370 | 1,142 | 913 | 685 | 457 | 228 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 865 | $148,409.14 | $267,207.15 | - | $118,798.01 | 80.05% | -7.354% |
| AIPO Defiance AI & Power Infrastructure ETF | 234,902 | $7.69M | $6.73M | - | -$960,749.18 | -12.5% | +0.633% |
| AMAT Applied Materials, Inc. | 415 | $300,045 | $210,683.05 | - | -$89,361.95 | -29.78% | +1.176% |
| AMZN Amazon.com Inc | 1,221 | $221,416.43 | $331,599.17 | - | $110,182.74 | 49.76% | +15.321% |
| BINC iShares Flexible Income Active ETF | 498,275 | $26.06M | $25.91M | - | -$158,311.95 | -0.61% | -0.077% |
| BRK-B Berkshire Hathaway Inc. | 710 | $324,553.16 | $363,193.4 | - | $38,640.24 | 11.91% | +0.365% |
| CGHM Capital Group Municipal High-Income ETF | 8,124 | $210,005.4 | $206,187.12 | - | -$3,818.28 | -1.82% | -0.549% |
| DGT SPDR Global Dow ETF | 80,007 | $12.32M | $15.01M | - | $2.69M | 21.84% | +0.139% |
| DGXX DGXX | 255,468 | $1,187.39 | $651.44 | - | -$535.95 | -45.14% | 0.0 |
| DRAM Roundhill Memory ETF | 188,480 | $13.92M | $9.49M | - | -$4.43M | -31.79% | -3.764% |
| EUV Corgi Lithography & Semiconductor Photonics ETF | 360,223 | $11.52M | $8.36M | - | -$3.16M | -27.42% | +1.442% |
| FLMI Franklin Dynamic Municipal Bond ETF | 24,039 | $593,178.73 | $592,801.74 | - | -$376.99 | -0.06% | 0.0 |
| FRDM Freedom 100 Emerging Markets ETF | 156,601 | $10.55M | $10.2M | - | -$358,507.04 | -3.4% | +0.665% |
| FTXL First Trust Nasdaq Semiconductor ETF | 979 | $144,373.13 | $211,992.65 | - | $67,619.52 | 46.84% | -0.588% |
| GLD SPDR Gold Shares | 39,549 | $14.26M | $14.69M | - | $433,896 | 3.04% | -1.49% |
| IDEQ Lazard International Dynamic Equity ETF | 311,190 | $10.31M | $10.77M | - | $454,379.14 | 4.41% | -0.432% |
| IQM Franklin Intelligent Machines Fund | 196,751 | $22.16M | $20.16M | - | -$1.99M | -8.99% | +0.647% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 9,147 | $531,623.64 | $532,812.75 | - | $1,189.11 | 0.22% | +0.57% |
| JNJ Johnson & Johnson | 844 | $206,335.95 | $216,359.41 | - | $10,023.46 | 4.86% | +0.207% |
| JPLD JPMorgan Limited Duration ETF | 81,398 | $4.21M | $4.24M | - | $26,110.19 | 0.62% | +0.038% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Cheryl Fluker?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Broad Market ETF - $8.69M, Schwab U.S. Large-Cap Growth ETF - $6.15M, iShares Silver Trust - $4.67M, Invesco QQQ Trust, Series 1 - $3.54M, and SPDR Global Dow ETF - $2.95M. 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: First Trust Preferred Securities and Income ETF - $1.41M, iShares 20+ Year Treasury Bond ETF - $1.04M, Schwab Intermediate-Term U.S. Treasury ETF - $809,675.79, Schwab U.S. TIPS ETF - $504,491.32, and iShares 0-5 Year TIPS Bond ETF - $421,113.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cheryl Fluker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.02M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.49M, JPMorgan Nasdaq Equity Premium Income ETF - $1.42M, JPMorgan Equity Premium Income Fund - $1.28M, iShares 10-20 Year Treasury Bond ETF - $1.26M, and iShares 20+ Year Treasury Bond ETF - $1.14M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cheryl Fluker's monthly returns?
Cheryl Fluker'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 Cheryl Fluker's strategy be considered aggressive or moderate?
Cheryl Fluker'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 Cheryl Fluker's strategy?
Cheryl Fluker's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
