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:
33.8%
Gain +0.3%
Monthly
0.4%
Yearly
4.93%
Drawdown
18%
$332.59M
Equity
Holdings
$332.59M
Investment
$320.93M
$39.22M
Profit +$961,850.15
Realized
$27.56M
Unrealized
$11.67M
Dividends
$20.6M
Goals
Avg. 34.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$961,850.15
Win %
68%
This Week
Compared To Last Week
Gain
0.3%
Profit
$987,950.56
Win %
68%
This Month
Compared to last month
Gain
-6.16%
Profit
-$21.84M
Win %
68%
This Year
Compared to last year
Gain
-6.16%
Profit
-$21.84M
Win %
77%
NBIS Nebius Group N.V.
+4.77%
+$42,951.27 
DRAM Roundhill Memory ETF
+1.88%
+$186,595.2 
FTXL First Trust Nasdaq Semiconductor ETF
+1.8%
+$3,994.32 
NOW ServiceNow, Inc.
+1.7%
+$12,792.5 
TQQQ ProShares UltraPro QQQ
+1.66%
+$3,642.24 
IQM Franklin Intelligent Machines Fund
+1.47%
+$298,058.09 
WQTM WisdomTree Quantum Computing Fund
+1.32%
+$69,908.04 
XSD SPDR S&P Semiconductor ETF
+1.23%
+$72,365.92 
AMZN Amazon.com Inc
+1.23%
+$3,699.63 
AIPO Defiance AI & Power Infrastructure ETF
+1.22%
+$83,390.21 
MTUM iShares MSCI USA Momentum Factor ETF
+0.96%
+$3,872.61 
PSI Invesco Semiconductors ETF
+0.93%
+$89,288.22 
EUV Corgi Lithography & Semiconductor Photonics ETF
+0.7%
+$61,237.91 
QQQ Invesco QQQ Trust, Series 1
+0.67%
+$4,632.02 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.67%
+$3,567.33 
QQQM Invesco NASDAQ 100 ETF
+0.58%
+$138,065.23 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+0.32%
+$850.85 
FRDM Freedom 100 Emerging Markets ETF
+0.31%
+$31,320.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.31%
+$6,695.32 
NBTB NBT Bancorp Inc.
+0.27%
+$4,693.08 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$642.55 
VOO Vanguard S&P 500 ETF
+0.17%
+$47,030.88 
IDEQ Lazard International Dynamic Equity ETF
+0.15%
+$15,559.5 
SCHB Schwab U.S. Broad Market ETF
+0.14%
+$47,193.2 
DGXX
0%
$0 
AAPL Apple Inc.
-2.33%
-$6,712.39 
JNJ Johnson & Johnson
-1.39%
-$2,970.87 
NASA Tema Space Innovators ETF
-1.11%
-$5,195.11 
UTES Virtus Reaves Utilities ETF
-0.34%
-$24,055.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$35,802.24 
GLD SPDR Gold Shares
-0.21%
-$31,243.71 
VOLT Tema Electrification Fund
-0.16%
-$28,847.4 
VTV Vanguard Value ETF
-0.16%
-$26,686.6 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$36,374.4 
CGHM Capital Group Municipal High-Income ETF
-0.14%
-$284.34 
NYF iShares New York Muni Bond ETF
-0.13%
-$1,491.84 
SAMT Strategas Macro Thematic Opportunities ETF
-0.13%
-$12,434.34 
BINC iShares Flexible Income Active ETF
-0.1%
-$27,405.12 
FLMI Franklin Dynamic Municipal Bond ETF
-0.1%
-$600.98 
JPLD JPMorgan Limited Duration ETF
-0.09%
-$3,662.91 
DGT SPDR Global Dow ETF
-0.04%
-$6,000.52 
AMAT Applied Materials, Inc.
-0.04%
-$85.06 Events
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Dividends
Dividend Analysis
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| Trades 476 | Longs Won 271/476 56% | Profit Factor 2.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $669,628.11 |
| Average Win $258,342.23 | Best Trade (Jul 20) $7.65M | Sharpe Ratio -62.75 |
| Average Loss -$150,184.33 | Worst Trade (Jul 19) -$3.98M | Z-Score -2.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $82,401.17 |
| 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 | 2,212 | 1,991 | 1,770 | 1,549 | 1,327 | 1,106 | 885 | 664 | 442 | 221 |
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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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 U.S. TIPS ETF - $504,491.32, iShares 0-5 Year TIPS Bond ETF - $421,113.72, and WisdomTree India Earnings Fund - $363,223.39. 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 $20.6M 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 - $1.44M, JPMorgan Equity Premium Income Fund - $1.3M, 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.
