Fox Hill Wealth Management Portfolio
Invests via Fox Hill Wealth Management | Managed by Aryn Sands
Invests via Fox Hill Wealth Management
Managed by Aryn Sands
Automatically Tracked
Fox Hill Wealth Management Profile
Boutique wealth manager Fox Hill Wealth Management serves high-net-worth individuals and families, offering discretionary portfolio management, financial planning and tax-aware investment strategies. The firm emphasizes multi-asset allocation, low-turnover equity strategies and customized fixed-income sleeves, positioning itself as a relationship-driven alternative to larger wirehouse platforms. Relevant to allocators, it targets tax efficiency, concentrated advisory mandates and fee-based AUM growth across regional markets.
Boutique wealth manager Fox Hill Wealth Management serves high-net-worth individuals and families, offering discretionary portfolio management, financial planning and tax-aware investment strategies. The firm emphasizes multi-asset allocation, low-turnover equity strategies and customized fixed-income sleeves, positioning itself as a relationship-driven alternative to larger wirehouse platforms. Relevant to allocators, it targets tax efficiency, concentrated advisory mandates and fee-based AUM growth across regional markets.
Investment Philosophy & Strategy
A boutique, relationship-first wealth manager that prioritizes tax-aware, multi-asset solutions for high-net-worth clients. Strategy blends low-turnover, concentrated equity sleeves with customized fixed-income ladders and discretionary multi-asset allocations designed to control volatility and preserve after-tax returns. Capital deployment emphasizes fee-based AUM growth via tailored advisory mandates, regional distribution, and concentrated tax-efficient portfolios. Underwriting favors durable cash-flow businesses, high-quality credit, and liquidity-managed allocations with a long-term, risk-aware horizon and active tax management.
A boutique, relationship-first wealth manager that prioritizes tax-aware, multi-asset solutions for high-net-worth clients. Strategy blends low-turnover, concentrated equity sleeves with customized fixed-income ladders and discretionary multi-asset allocations designed to control volatility and preserve after-tax returns. Capital deployment emphasizes fee-based AUM growth via tailored advisory mandates, regional distribution, and concentrated tax-efficient portfolios. Underwriting favors durable cash-flow businesses, high-quality credit, and liquidity-managed allocations with a long-term, risk-aware horizon and active tax management.
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:
16.75%
Gain
Monthly
0.51%
Yearly
6.29%
Drawdown
35.23%
$234.34M
Equity
Holdings
$234.34M
Investment
$165.38M
$91.13M
Profit -$2.4M
Realized
$22.18M
Unrealized
$68.95M
Dividends
$4.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.4M
Win %
71%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$2.69M
Win %
71%
This Month
Compared to last month
Gain
-1.4%
Profit
-$3.32M
Win %
71%
This Year
Compared to last year
Gain
13.84%
Profit
$28.5M
Win %
72%
MCK McKesson Corporation
+5.57%
+$48,252.8 
DG Dollar General Corporation
+5.31%
+$165,282.98 
IHI iShares U.S. Medical Devices ETF
+4.5%
+$16,395.24 
IBM International Business Machines Corporation
+3.78%
+$43,633.44 
RSG Republic Services, Inc.
+3.59%
+$7,748.23 
NSC Norfolk Southern Corporation
+2.98%
+$95,795.05 
ISRG Intuitive Surgical, Inc.
+2.8%
+$5,090.3 
KO The Coca-Cola Company
+2.78%
+$22,066.44 
COST Costco Wholesale Corporation
+2.69%
+$63,724.89 
TJX The TJX Companies, Inc.
+2.59%
+$105,089.07 
WMT Walmart Inc.
+2.59%
+$62,614.47 
MCD McDonald's Corporation
+2.57%
+$36,126.32 
LH Labcorp Holdings Inc.
+2.37%
+$5,193.85 
CNM Core & Main Inc.
+2.14%
+$51,810.66 
MSFT Microsoft Corp.
+2.09%
+$360,909.08 
PHO Invesco Water Resources ETF
+2.04%
+$22,559.7 
PG Procter & Gamble Co
+2.01%
+$10,802.5 
VRTX Vertex Pharmaceuticals Incorporated
+1.85%
+$5,521.87 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.74%
+$60,374.6 
RACE Ferrari N.V.
+1.71%
+$12,921.46 
PSQ ProShares Short QQQ
+1.65%
+$4,615.07 
DVY iShares Select Dividend ETF
+1.64%
+$27,747.76 
DVA DaVita Inc.
+1.52%
+$25,579.84 
URI United Rentals, Inc.
+1.48%
+$5,509.6 
LLY Eli Lilly and Company
+1.34%
+$144,998.25 
CVX Chevron Corporation
+1.33%
+$8,929.8 
HD The Home Depot, Inc.
+1.24%
+$4,271.69 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$49,245.94 
DHR Danaher Corporation
+1.19%
+$3,703.91 
DUK Duke Energy Corporation
+1.14%
+$41,979.46 
XOM Exxon Mobil Corporation
+1.14%
+$14,610.75 
XLE Energy Select Sector SPDR Fund
+1.05%
+$3,796.7 
AEE Ameren Corporation
+1.01%
+$22,733.34 
POR Portland General Electric Company
+0.9%
+$18,540.09 
VMC Vulcan Materials Company
+0.87%
+$20,929.83 
WEC WEC Energy Group Inc.
+0.77%
+$15,844.44 
NOW ServiceNow, Inc.
+0.76%
+$1,750.4 
SU Suncor Energy Inc.
+0.72%
+$2,470.48 
AAPL Apple Inc.
+0.7%
+$96,360.91 
AIT Applied Industrial Technologies Inc.
+0.6%
+$2,545.24 
NI NiSource Inc.
+0.48%
+$11,953.04 
NFLX Netflix, Inc.
+0.44%
+$8,310.9 
OXY Occidental Petroleum Corporation
+0.4%
+$1,820.4 
LMT Lockheed Martin Corporation
+0.35%
+$9,110.38 
DOG ProShares Short Dow30
+0.3%
+$1,030.44 
XLU Utilities Select Sector SPDR Fund
+0.25%
+$7,251.9 
NEE NextEra Energy, Inc.
+0.12%
+$2,654.52 
PLTR Palantir Technologies Inc.
+0.12%
+$5,154.56 
163092AF6
0%
$0 
25470MAB5
0%
$0 
29355AAK3
0%
$0 
298736AL3
0%
$0 
55024UAD1
0%
$0 
707569AU3
0%
$0 
819047AB7
0%
$0 
852234AJ2
0%
$0 
87918AAF2
0%
$0 
94419LAF8
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LIDRW Aeye Inc. Warrant
-43.4%
-$69 
ASTS AST SpaceMobile, Inc.
-18.26%
-$198,048.58 
WDC Western Digital Corporation
-11.1%
-$43,749.68 
GLW Corning Incorporated
-11.01%
-$317,983.13 
OKLO Oklo Inc.
-10%
-$59,985.82 
SMR NuScale Power Corporation
-9.27%
-$87,270.43 
HOOD Robinhood Markets, Inc.
-7.86%
-$246,031.68 
RGTI Rigetti Computing Inc
-7.54%
-$21,598.15 
QBTS D-Wave Quantum Inc.
-7.44%
-$15,996.32 
INTC Intel Corporation
-6.93%
-$236,485 
MU Micron Technology, Inc.
-6.37%
-$390,924.49 
GE General Electric Company
-6.22%
-$82,016.49 
ACHR Archer Aviation Inc.
-5.96%
-$4,845.85 
LRCX Lam Research Corporation
-5.41%
-$48,089.14 
VRT Vertiv Holdings Co
-5.4%
-$15,881.04 
VST Vistra Corp
-5.33%
-$136,127.6 
GS The Goldman Sachs Group, Inc.
-5.17%
-$302,743.48 
ORCL Oracle Corporation
-4.89%
-$80,044.35 
CAT Caterpillar Inc.
-4.74%
-$222,146.64 
AVGO Broadcom Inc.
-4.73%
-$93,250 
CCJ Cameco Corporation
-4.6%
-$18,493.51 
XME SPDR S&P Metals & Mining ETF
-4.4%
-$45,726.88 
SMH VanEck Semiconductor ETF
-4.18%
-$102,569.96 
QCOM QUALCOMM Incorporated
-3.97%
-$26,354.29 
HWM Howmet Aerospace Inc.
-3.78%
-$162,902.55 
SLV iShares Silver Trust
-3.53%
-$44,780 
PRIM Primoris Services Corporation
-3.45%
-$15,230.58 
GEV GE Vernova Inc.
-3.34%
-$71,330.98 
CEG Constellation Energy Corporation
-3.15%
-$21,186.99 
ITA iShares U.S. Aerospace & Defense ETF
-2.95%
-$18,930.15 
THNQ Robo Global Artificial Intelligence ETF
-2.81%
-$9,555 
NVDA NVIDIA Corporation
-2.77%
-$413,896.19 
ANET Arista Networks, Inc.
-2.62%
-$151,175.2 
CSCO Cisco Systems, Inc.
-2.6%
-$13,801.1 
XLK State Street Technology Select Sector SPDR ETF
-2.54%
-$11,228.3 
XOVR ERShares Private-Public Crossover ETF
-2.27%
-$8,842.58 
GOOGL Alphabet Inc
-1.91%
-$45,879.39 
GLD SPDR Gold Shares
-1.84%
-$65,945.18 
GOOG Alphabet Inc
-1.81%
-$91,026.63 
META Meta Platforms Inc Class A
-1.69%
-$27,805.19 
FTNT Fortinet Inc.
-1.49%
-$37,389.95 
RTX RTX Corporation
-1.33%
-$40,212.42 
ASML ASML Holding N.V. New York Registry Shares
-1.23%
-$7,472.64 
JPM JPMorgan Chase & Co.
-1.21%
-$3,342.97 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-1.08%
-$5,245.1 
AVIV Avantis International Large Cap Value ETF
-0.79%
-$4,248.12 
SHLD Global X Defense Tech ETF
-0.75%
-$2,634.3 
PEG Public Service Enterprise Group Incorporated
-0.63%
-$11,626 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$1,922.52 
AMZN Amazon.com Inc
-0.55%
-$40,748.38 
PANW Palo Alto Networks, Inc.
-0.37%
-$38,773.11 
IGF iShares Global Infrastructure ETF
-0.34%
-$3,400.09 
JPC Nuveen Preferred & Income Opportunities Fund
-0.32%
-$265.82 
PCG PG&E Corporation
-0.26%
-$4,543.56 
NOC Northrop Grumman Corporation
-0.25%
-$5,487.16 
ETR Entergy Corporation
-0.04%
-$1,078.15 
TIP iShares TIPS Bond ETF
-0.02%
-$201.12 Events
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Dividends
Dividend Analysis
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| Trades 1088 | Longs Won 727/1088 66% | Profit Factor 9.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $386,167.5 |
| Average Win $140,085.96 | Best Trade (Jul 15) $5.71M | Sharpe Ratio -95.38 |
| Average Loss -$29,664.5 | Worst Trade (Jul 16) -$878,097.5 | Z-Score 6.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w | Expectancy $83,762.51 |
| 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 | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
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