Kerri Hicken Portfolio
Invests via FULLCIRCLE WEALTH LLC | Managed by Kerri Hicken
Invests via FULLCIRCLE WEALTH LLC
Managed by Kerri Hicken
Automatically Tracked
Kerri Hicken Profile
A senior operating executive and growth-stage investor focusing on consumer and fintech companies, Kerri Hicken brings operating leadership, commercialization and GTM expertise to venture-backed startups. She has led cross-functional teams, supported fundraising and scaled revenue operations, and serves on early-stage boards and investor syndicates. Market-facing strengths include customer acquisition strategy, partnership development and metrics-driven scaling for Series A–C businesses.
A senior operating executive and growth-stage investor focusing on consumer and fintech companies, Kerri Hicken brings operating leadership, commercialization and GTM expertise to venture-backed startups. She has led cross-functional teams, supported fundraising and scaled revenue operations, and serves on early-stage boards and investor syndicates. Market-facing strengths include customer acquisition strategy, partnership development and metrics-driven scaling for Series A–C businesses.
Investment Philosophy & Strategy
Growth-stage investor and operator who prioritizes capital allocation into Series A–C consumer and fintech businesses with clear GTM traction and unit-economics improvement. Focuses on revenue-first value creation: customer acquisition efficiency, partnership-led distribution, scalable RevOps and metrics-driven KPIs. Prefers concentrated, active board-backed investments where operational playbooks and cross-functional scaling reduce time-to-profitability. Uses milestone-based capital deployment, downside protection via staged tranches, and a 3–7 year growth horizon aimed at category leadership or strategic acquisition.
Growth-stage investor and operator who prioritizes capital allocation into Series A–C consumer and fintech businesses with clear GTM traction and unit-economics improvement. Focuses on revenue-first value creation: customer acquisition efficiency, partnership-led distribution, scalable RevOps and metrics-driven KPIs. Prefers concentrated, active board-backed investments where operational playbooks and cross-functional scaling reduce time-to-profitability. Uses milestone-based capital deployment, downside protection via staged tranches, and a 3–7 year growth horizon aimed at category leadership or strategic acquisition.
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:
24.77%
Gain -0.41%
Monthly
0.81%
Yearly
10.12%
Drawdown
13.45%
$302.81M
Equity
Holdings
$302.81M
Investment
$255.92M
$53.09M
Profit -$1.06M
Realized
$6.21M
Unrealized
$46.89M
Dividends
$14.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$1.06M
Win %
58%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$1.3M
Win %
58%
This Month
Compared to last month
Gain
1.53%
Profit
$4.55M
Win %
58%
This Year
Compared to last year
Gain
6.55%
Profit
$18.61M
Win %
58%
EOG EOG Resources, Inc.
+2.78%
+$29,513.43 
IDXX IDEXX Laboratories, Inc.
+2.62%
+$5,954.25 
TTE TotalEnergies SE
+2.62%
+$20,051.76 
NGG National Grid plc Sponsored ADR
+2.54%
+$5,718.45 
MSI Motorola Solutions, Inc.
+2.51%
+$31,665.89 
NOC Northrop Grumman Corporation
+2.39%
+$15,730.33 
RTX RTX Corporation
+2.39%
+$23,763.26 
DEO Diageo plc Sponsored ADR
+2.32%
+$12,805.01 
PEP PepsiCo, Inc.
+2.06%
+$19,501.35 
AEP American Electric Power Company, Inc.
+1.98%
+$6,484.56 
PM Philip Morris International Inc.
+1.93%
+$27,865.34 
FANG Diamondback Energy Inc
+1.87%
+$8,406.5 
CMCSA Comcast Corp
+1.86%
+$18,972.89 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.83%
+$28,073.74 
TJX The TJX Companies, Inc.
+1.8%
+$24,917.67 
C Citigroup Inc.
+1.66%
+$17,814.5 
MDLZ Mondelez International, Inc.
+1.66%
+$9,032.57 
WEC WEC Energy Group Inc.
+1.61%
+$14,907.77 
JPM JPMorgan Chase & Co.
+1.61%
+$52,293.78 
SW Smurfit WestRock PLC
+1.6%
+$11,196.9 
DUK Duke Energy Corporation
+1.59%
+$3,303.72 
MGA Magna International Inc.
+1.57%
+$22,660.56 
OKE ONEOK, Inc.
+1.57%
+$22,403.34 
AMT American Tower Corporation
+1.53%
+$13,301.54 
CVX Chevron Corporation
+1.52%
+$42,534.89 
GM General Motors Company
+1.52%
+$17,251.68 
GD General Dynamics Corporation
+1.43%
+$19,948.55 
VALE Vale S.A.
+1.42%
+$2,553 
HD The Home Depot, Inc.
+1.33%
+$6,604.79 
SMA SmartStop Self Storage REIT Inc.
+1.33%
+$9,691.65 
HSY The Hershey Company
+1.25%
+$9,851.15 
PG Procter & Gamble Co
+1.19%
+$5,531.24 
LOW Lowe's Companies Inc.
+1.19%
+$7,883.36 
SHLD Global X Defense Tech ETF
+1.18%
+$3,163.87 
XEL Xcel Energy Inc.
+1.16%
+$2,430.78 
COST Costco Wholesale Corporation
+1.15%
+$2,890.24 
LIN Linde plc
+1.13%
+$11,196.77 
ITA iShares U.S. Aerospace & Defense ETF
+1.13%
+$5,297.76 
NEE NextEra Energy, Inc.
+1.09%
+$13,977.53 
ET Energy Transfer L.P.
+1.08%
+$7,307.42 
UGI UGI Corporation
+1.04%
+$3,792.75 
XOM Exxon Mobil Corporation
+1.02%
+$17,547.47 
ACN Accenture plc Class A
+1%
+$16,952.32 
ZTS Zoetis Inc.
+0.98%
+$6,402.28 
TXN Texas Instruments Inc
+0.97%
+$43,917.12 
BRO Brown & Brown Inc.
+0.96%
+$1,868.75 
L Loews Corporation
+0.93%
+$18,902.35 
OPXS Optex Systems Holdings Inc.
+0.9%
+$1,152 
O Realty Income Corporation
+0.89%
+$3,402.14 
TT Trane Technologies plc
+0.89%
+$8,776.37 
HON Honeywell International Inc.
+0.88%
+$8,782.77 
AON Aon plc
+0.85%
+$1,778.7 
CI The Cigna Group
+0.84%
+$2,255.95 
AAPL Apple Inc.
+0.81%
+$55,189.48 
AXP American Express Company
+0.79%
+$10,825.2 
DIS The Walt Disney Company
+0.77%
+$12,873.25 
AMCR Amcor plc
+0.77%
+$1,038.57 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$49,289.93 
ABEQ Absolute Select Value ETF
+0.74%
+$10,259.15 
ASML ASML Holding N.V. New York Registry Shares
+0.7%
+$13,247.83 
PAA Plains All American Pipeline, L.P.
+0.68%
+$4,357.1 
V Visa Inc. Class A
+0.67%
+$11,445.67 
PH Parker-Hannifin Corporation
+0.65%
+$2,325 
LLY Eli Lilly and Company
+0.64%
+$14,372 
BRK-A Berkshire Hathaway Inc.
+0.6%
+$23,570.05 
EFV iShares MSCI EAFE Value ETF
+0.57%
+$20,899.8 
TSCO Tractor Supply Company
+0.55%
+$870.05 
AJG Arthur J. Gallagher & Co.
+0.54%
+$1,262.07 
CTVA Corteva Inc.
+0.54%
+$680.05 
PRI Primerica Inc.
+0.52%
+$1,416.2 
DRI Darden Restaurants, Inc.
+0.52%
+$1,446.33 
TRV The Travelers Companies, Inc.
+0.51%
+$7,517.52 
FNV Franco-Nevada Corporation
+0.48%
+$10,132.82 
THO Thor Industries Inc.
+0.48%
+$3,366.08 
APD Air Products and Chemicals, Inc.
+0.48%
+$3,377.58 
JNJ Johnson & Johnson
+0.47%
+$15,671.11 
SPGI S&P Global Inc.
+0.46%
+$3,356.2 
WMT Walmart Inc.
+0.45%
+$8,870.61 
IVLU iShares MSCI International Value Factor ETF
+0.43%
+$1,666.11 
SYK Stryker Corporation
+0.42%
+$1,087.47 
DGRO iShares Core Dividend Growth ETF
+0.4%
+$1,092.42 
HUBB Hubbell Inc.
+0.38%
+$1,260.25 
DG Dollar General Corporation
+0.38%
+$4,820.01 
CW Curtiss-Wright Corporation
+0.35%
+$924.75 
ABBV AbbVie Inc.
+0.31%
+$5,792.19 
ADP Automatic Data Processing Inc.
+0.28%
+$820.01 
MRSH Marsh & McLennan Companies, Inc.
+0.28%
+$2,889.64 
GGG Graco Inc.
+0.24%
+$610.2 
MCD McDonald's Corporation
+0.22%
+$1,805.71 
SBUX Starbucks Corporation
+0.2%
+$3,509.85 
NPFI Nuveen Preferred and Income ETF
+0.2%
+$3,982.3 
AME Ametek Inc.
+0.19%
+$698.4 
SNY Sanofi American Depositary Receipt
+0.17%
+$323.89 
CSL Carlisle Companies Inc.
+0.15%
+$394.23 
IVE ISHARES S&P 500 VALUE ETF
+0.14%
+$5,381.81 
ICE Intercontinental Exchange, Inc.
+0.14%
+$358.6 
ELV Elevance Health, Inc.
+0.13%
+$1,197.2 
NVDA NVIDIA Corporation
+0.12%
+$1,522.04 
MA Mastercard Incorporated
+0.11%
+$2,305.95 
LDOS Leidos Holdings Inc.
+0.1%
+$186.84 
GNMA iShares GNMA Bond ETF
+0.09%
+$217.06 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.09%
+$313.44 
IEX IDEX Corporation
+0.09%
+$504.82 
CME CME Group Inc.
+0.09%
+$464.38 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
+0.09%
+$1,379.12 
AEM Agnico Eagle Mines Limited
+0.08%
+$1,470.9 
IBTH iShares iBonds Dec 2027 Term
+0.08%
+$599.57 
VIS Vanguard Industrials ETF
+0.08%
+$1,165.22 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.07%
+$252.49 
IBTI iShares iBonds Dec 2028 Term ETF
+0.07%
+$427.32 
TDY Teledyne Technologies Incorporated
+0.07%
+$201.6 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$200.73 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$235.12 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.06%
+$183.06 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.05%
+$138.13 
BINC iShares Flexible Income Active ETF
+0.05%
+$555.67 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$480.15 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$556.21 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$88.38 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
+0.04%
+$503.1 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$212.57 
XBB BondBloxx BB Rated USD High Yield Corporate Bond ETF
+0.03%
+$559.5 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$1,366.8 
FTSL First Trust Senior Loan ETF
+0.02%
+$101.89 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$52.59 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$48.48 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
IBTF iShares iBonds Dec 2025 Term Treasury ETF
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 PCMM
PCMM
0%
$0 UL
UL
0%
$0 
BLND Blend Labs Inc.
-8.88%
-$13,861.06 
SNOW Snowflake Inc.
-7.08%
-$685,199.84 
SMWB Similarweb Ltd.
-6.26%
-$8,250 
FLEX Flex Ltd.
-5.71%
-$28,100 
NOW ServiceNow, Inc.
-5.09%
-$19,454.93 
INOD Innodata Inc.
-4.81%
-$9,683.2 
CHRW C.H. Robinson Worldwide, Inc.
-4.37%
-$30,600.85 
ACHR Archer Aviation Inc.
-4.21%
-$5,841 
BAI iShares A.I. Innovation and Tech Active ETF
-3.38%
-$66,792.28 
SNPS Synopsys, Inc.
-3.38%
-$12,307.95 
ORCL Oracle Corporation
-3.35%
-$43,580.13 
AMAT Applied Materials, Inc.
-3.02%
-$35,696.55 
HOOD Robinhood Markets, Inc.
-2.9%
-$31,379.25 
AVGO Broadcom Inc.
-2.85%
-$86,671.26 
MRVL Marvell Technology, Inc.
-2.71%
-$30,916.05 
GOSS Gossamer Bio Inc.
-2.7%
-$68.95 
ADBE Adobe Inc.
-2.49%
-$7,574.16 
NFLX Netflix, Inc.
-2.47%
-$4,936.25 
CRDO Credo Technology Group Holding Ltd.
-2.3%
-$11,070 
JOBY Joby Aviation, Inc.
-2.29%
-$2,200 
TXRH Texas Roadhouse Inc.
-2.24%
-$6,259.5 
META Meta Platforms Inc Class A
-2.21%
-$22,554.2 
DUNK Dana Unconstrained Equity ETF
-2.17%
-$42,113.18 
RBA Rb Global Inc.
-2.07%
-$4,461.96 
BBIO BridgeBio Pharma, Inc.
-2.01%
-$5,508 
VRT Vertiv Holdings Co
-1.91%
-$11,919 
MSFT Microsoft Corp.
-1.88%
-$162,495.33 
IYW iShares U.S. Technology ETF
-1.86%
-$8,647.76 
INTU Intuit Inc.
-1.85%
-$4,245.61 
MTUM iShares MSCI USA Momentum Factor ETF
-1.84%
-$14,053.39 
NVT nVent Electric plc
-1.73%
-$7,562.37 
ICLR ICON plc
-1.69%
-$4,853.85 
SOFI SoFi Technologies, Inc.
-1.69%
-$3,417 
CSCO Cisco Systems, Inc.
-1.68%
-$8,695 
FSCO FS Credit Opportunities Corp.
-1.66%
-$1,454.27 
ARW Arrow Electronics Inc.
-1.63%
-$28,913.86 
FDS FactSet Research Systems Inc.
-1.62%
-$3,783.83 
GOOGL Alphabet Inc
-1.55%
-$67,055.07 
SHOP Shopify Inc.
-1.49%
-$9,748.9 
GOOG Alphabet Inc
-1.41%
-$18,152.1 
SPMO Invesco S&P 500 Momentum ETF
-1.39%
-$8,118 
SAIA Saia, Inc.
-1.39%
-$4,200.24 
IQV IQVIA Holdings Inc.
-1.36%
-$5,933.52 
BDX Becton, Dickinson and Company
-1.32%
-$7,069.47 
WSO Watsco Inc.
-1.25%
-$2,579.36 
ITT Itt Inc.
-1.24%
-$3,935 
ETN Eaton Corporation plc
-1.22%
-$17,295.97 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.2%
-$4,286.14 
VUG Vanguard Growth ETF
-1.19%
-$2,966.04 
APH Amphenol Corporation
-1.19%
-$45,931.44 
MSCI MSCI Inc.
-1.16%
-$3,618.8 
DOX Amdocs Limited
-1.14%
-$2,140.38 
RMD ResMed Inc.
-1.12%
-$2,880.32 
AVEM Avantis Emerging Markets Equity ETF
-1.12%
-$4,700.47 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.12%
-$49,795.62 
STE STERIS plc
-1.1%
-$2,799.48 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$31,474.73 
CGXU Capital Group International Focus Equity ETF
-0.89%
-$15,628.22 
BXSL Blackstone Secured Lending Fund
-0.89%
-$6,965.57 
NU Nu Holdings Ltd.
-0.81%
-$1,572 
UBER Uber Technologies, Inc.
-0.8%
-$1,595.43 
BR Broadridge Financial Solutions, Inc.
-0.78%
-$1,531.53 
MELI MercadoLibre, Inc.
-0.77%
-$2,714.51 
ARES Ares Management Corporation
-0.74%
-$4,036.65 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-0.73%
-$6,530.09 
DHR Danaher Corporation
-0.72%
-$6,774.89 
TOGA Tremblant Global ETF
-0.72%
-$20,908.49 
XLG Invesco S&P 500 Top 50 ETF
-0.69%
-$11,841.72 
LEN Lennar Corporation
-0.68%
-$3,699.68 
MDT Medtronic plc
-0.68%
-$18,661.78 
EME EMCOR Group, Inc.
-0.67%
-$2,282.28 
AMZN Amazon.com Inc
-0.62%
-$9,370.92 
OEF iShares S&P 100 ETF
-0.61%
-$14,075.1 
IWB iShares Russell 1000 ETF
-0.57%
-$3,107.28 
THRO iShares U.S. Thematic Rotation Active ETF
-0.57%
-$11,452.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.55%
-$30,255.61 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.53%
-$14,215.68 
IVV iShares Core S&P 500 ETF
-0.52%
-$15,237.18 
ARCC Ares Capital Corporation
-0.5%
-$1,811.74 
UPS United Parcel Service, Inc.
-0.48%
-$41,957.84 
KTOS Kratos Defense & Security Solutions, Inc.
-0.47%
-$475 
FDX FedEx Corporation
-0.43%
-$5,302.77 
QUAL iShares MSCI USA Quality Factor ETF
-0.43%
-$18,290.03 
CGDV Capital Group Dividend Value ETF
-0.4%
-$8,778.7 
LBTYA Liberty Global Plc
-0.37%
-$1,869.3 
SYY Sysco Corporation
-0.35%
-$2,018.94 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
-0.35%
-$3,360.87 
UNP Union Pacific Corporation
-0.34%
-$2,848.95 
ROP Roper Technologies Inc.
-0.34%
-$696.32 
EMR Emerson Electric Co.
-0.33%
-$2,767.99 
ALC Alcon Inc.
-0.32%
-$725.34 
RUNN Running Oak Efficient Growth ETF
-0.31%
-$6,862.53 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.29%
-$962.22 
NVO Novo Nordisk A/S Sponsored ADR
-0.28%
-$3,000.47 
ABT Abbott Laboratories
-0.28%
-$3,743.9 
JNK SPDR Bloomberg High Yield Bond ETF
-0.26%
-$7,752.05 
J Jacobs Solutions Inc.
-0.26%
-$745.92 
FELE Franklin Electric Co., Inc.
-0.25%
-$740.47 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.25%
-$8,801.45 
CACI Caci International Inc.
-0.24%
-$829.43 
GLDM SPDR Gold MiniShares Trust
-0.24%
-$1,365.39 
IAU iShares Gold Trust
-0.24%
-$1,640.39 
JQC Nuveen Credit Strategies Income Fund
-0.22%
-$751.87 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.21%
-$12,899.52 
GLD SPDR Gold Shares
-0.2%
-$1,211.96 
BSX Boston Scientific Corporation
-0.18%
-$221.04 
PLD Prologis Inc.
-0.18%
-$2,817.5 
TLT iShares 20+ Year Treasury Bond ETF
-0.17%
-$427.7 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.17%
-$1,733.55 
TLH iShares 10-20 Year Treasury Bond ETF
-0.17%
-$1,492.61 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
-0.16%
-$2,138.43 
RSG Republic Services, Inc.
-0.15%
-$383.9 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.14%
-$840.28 
GEHC GE HealthCare Technologies Inc.
-0.14%
-$888.25 
SSNC SS&C Technologies Holdings Inc.
-0.13%
-$1,316.08 
MBB iShares MBS ETF
-0.13%
-$1,824.59 
FCN Fti Consulting Inc.
-0.12%
-$286.92 
GWW W.W. Grainger, Inc.
-0.11%
-$409.05 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$1,097.95 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$182.4 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$2,143.66 
NSC Norfolk Southern Corporation
-0.07%
-$220.28 
HYBL SPDR Blackstone High Income Fund
-0.06%
-$203.75 
PSQA Palmer Square CLO Senior Debt ETF
-0.05%
-$194.49 
PIPR Piper Sandler Companies
-0.03%
-$58.8 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$512.73 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1250 | Longs Won 746/1250 59% | Profit Factor 3.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $262,829.78 |
| Average Win $96,745.41 | Best Trade (Oct 15) $6.4M | Sharpe Ratio -10 |
| Average Loss -$37,857.83 | Worst Trade (Oct 15) -$3.53M | Z-Score 2.82 (99.52%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w | Expectancy $42,473.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,924 | $4.36M | $6.87M | - | $2.51M | 57.44% | +0.81% |
| ABBV AbbVie Inc. | 6,508 | $1.15M | $1.85M | - | $698,969.5 | 60.72% | +0.314% |
| ABEQ Absolute Select Value ETF | 35,997 | $1.15M | $1.4M | - | $249,641.3 | 21.73% | +0.739% |
| ABT Abbott Laboratories | 12,910 | $1.39M | $1.35M | - | -$42,046.45 | -3.03% | -0.277% |
| ACHR Archer Aviation Inc. | 32,450 | $131,747.05 | $132,720.5 | - | $973.45 | 0.74% | -4.215% |
| ACN Accenture plc Class A | 7,568 | $2.29M | $1.72M | - | -$570,952.14 | -24.93% | +0.996% |
| ADBE Adobe Inc. | 1,208 | $607,869.56 | $296,443.2 | - | -$311,426.36 | -51.23% | -2.491% |
| ADP Automatic Data Processing Inc. | 1,025 | $300,805.74 | $293,611.25 | - | -$7,194.49 | -2.39% | +0.28% |
| AEM Agnico Eagle Mines Limited | 9,806 | $641,312.4 | $1.84M | - | $1.2M | 187.02% | +0.08% |
| AEP American Electric Power Company, Inc. | 2,636 | $231,522.94 | $334,113 | - | $102,590.06 | 44.31% | +1.979% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,280 | $221,954.69 | $217,352.4 | - | -$4,602.29 | -2.07% | -0.084% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 14,499 | $366,867.45 | $561,111 | - | $194,243.55 | 52.95% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 928 | $272,706.16 | $233,354.88 | - | -$39,351.28 | -14.43% | +0.544% |
| ALC Alcon Inc. | 3,454 | $291,519.18 | $229,241.98 | - | -$62,277.2 | -21.36% | -0.315% |
| AMAT Applied Materials, Inc. | 2,748 | $472,853.16 | $1.15M | - | $673,117.8 | 142.35% | -3.021% |
| AMCR Amcor plc | 3,100.2 | $121,992.87 | $136,641.31 | - | $14,648.44 | 12.01% | +0.766% |
| AME Ametek Inc. | 1,455 | $265,132.63 | $362,295 | - | $97,162.37 | 36.65% | +0.193% |
| AMT American Tower Corporation | 4,802 | $935,613.21 | $884,192.26 | - | -$51,420.95 | -5.5% | +1.527% |
| AMZN Amazon.com Inc | 5,931 | $1.15M | $1.5M | - | $350,734.44 | 30.48% | -0.62% |
| AON Aon plc | 726 | $289,661.96 | $209,995.5 | - | -$79,666.46 | -27.5% | +0.854% |
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FAQ
Which stocks have generated the highest profits for Kerri Hicken?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $1.62M, iShares iBoxx $ High Yield Corporate Bond ETF - $913,441.96, United Parcel Service, Inc - $911,374.08, Snowflake Inc - $910,279.26, and Agnico Eagle Mines Limited - $538,924.13. 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 Solar, Inc - $202,598.1, Adobe Inc - $134,143.75, International Flavors & Fragrances Inc - $131,895.88, Nike, Inc. - Class B - $113,536.32, and Charles Schwab Corporation - $106,880.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kerri Hicken's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.15M earned over time. The largest contributors to dividend income include United Parcel Service, Inc - $1.39M, iShares iBoxx $ High Yield Corporate Bond ETF - $777,255.76, Goldman Sachs Access Treasury 0-1 Year ETF - $442,784.76, Capital Group U.S. Multi-Sector Income ETF - $427,744.58, and SPDR Bloomberg High Yield Bond ETF - $419,817.81. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kerri Hicken's monthly returns?
Kerri Hicken's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kerri Hicken's strategy be considered aggressive or moderate?
Kerri Hicken's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kerri Hicken's strategy?
Kerri Hicken'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.
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