Steven D Urban Portfolio
Invests via Urban Financial Advisory Corp | Managed by Steven D Urban
Invests via Urban Financial Advisory Corp
Managed by Steven D Urban
Automatically Tracked
Steven D Urban Profile
Seasoned corporate executive and investor with deep experience in operational turnarounds, M&A and portfolio value creation across industrials and business services. Steven D Urban has led buyouts, carve-outs and cross-border integrations at mid-market companies and worked with PE sponsors on strategy, capital structure and exit planning. Experienced board director and advisor focused on operational improvement and disciplined capital allocation.
Seasoned corporate executive and investor with deep experience in operational turnarounds, M&A and portfolio value creation across industrials and business services. Steven D Urban has led buyouts, carve-outs and cross-border integrations at mid-market companies and worked with PE sponsors on strategy, capital structure and exit planning. Experienced board director and advisor focused on operational improvement and disciplined capital allocation.
Investment Philosophy & Strategy
Operates a value-oriented, operationally driven investment approach targeting mid-market industrials and business services. Prioritizes control or influential minority positions where active governance, cost transformation and disciplined capital structure drive returns. Investment decisions emphasize cash-generation, margin restoration, and clear exit pathways over a three- to seven-year horizon. Underwrites deals with conservative leverage, measurable operational KPIs and staged value-creation plans. Competitive edge combines hands-on turnaround execution, M&A integration expertise and board-level oversight to reduce execution risk and accelerate value realization.
Operates a value-oriented, operationally driven investment approach targeting mid-market industrials and business services. Prioritizes control or influential minority positions where active governance, cost transformation and disciplined capital structure drive returns. Investment decisions emphasize cash-generation, margin restoration, and clear exit pathways over a three- to seven-year horizon. Underwrites deals with conservative leverage, measurable operational KPIs and staged value-creation plans. Competitive edge combines hands-on turnaround execution, M&A integration expertise and board-level oversight to reduce execution risk and accelerate value realization.
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:
1.83%
Gain
Monthly
0.06%
Yearly
0.72%
Drawdown
33.57%
$317.91M
Equity
Holdings
$317.91M
Investment
$249.33M
$71.03M
Profit +$786,383.83
Realized
$2.45M
Unrealized
$68.58M
Dividends
$9.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$786,383.83
Win %
90%
This Week
Compared To Last Week
Gain
0.33%
Profit
$1.06M
Win %
90%
This Month
Compared to last month
Gain
0.56%
Profit
$1.75M
Win %
90%
This Year
Compared to last year
Gain
12.39%
Profit
$35.04M
Win %
90%
AKRE Akre Focus ETF
+2.51%
+$665,113.61 
RWR SPDR Dow Jones REIT ETF
+2.2%
+$11,859.75 
VNQ Vanguard Real Estate ETF
+1.69%
+$2,088.9 
FDM First Trust Dow Jones Select MicroCap Index Fund
+1.63%
+$22,043.34 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.57%
+$2,363.22 
REET iShares Global REIT ETF
+1.52%
+$1,337.47 
XLRE The Real Estate Select Sector SPDR Fund
+1.51%
+$22,192.65 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.23%
+$3,326.07 
NUMV Nuveen ESG Mid-Cap Value ETF
+1.01%
+$228.73 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$400,334.4 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.75%
+$1,053.4 
DFAS Dimensional U.S. Small Cap ETF
+0.69%
+$469.84 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.57%
+$194,078.52 
MDY SPDR S&P MidCap 400 ETF Trust
+0.46%
+$3,902.95 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$168,905.99 
VTV Vanguard Value ETF
+0.41%
+$38.7 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.38%
+$0.2 
VB Vanguard Small-Cap ETF
+0.31%
+$1,905.5 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.26%
+$1,431 
IWM iShares Russell 2000 ETF
+0.1%
+$762.91 
USEW Cambria US EW ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$131.84 
EEM iShares MSCI Emerging Markets ETF
-2.03%
-$163,705.71 
ESGE iShares ESG Aware MSCI EM ETF
-2.03%
-$805.14 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$2,590.84 
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
-1.33%
-$0.69 
SPEM SPDR Portfolio Emerging Markets ETF
-1.14%
-$5,877.58 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$6,316.7 
SCHF Schwab International Equity ETF
-1.04%
-$2,417.37 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-1.02%
-$9,174.19 
GWX SPDR S&P International Small Cap ETF
-1.01%
-$5,154.88 
VSGX Vanguard ESG International Stock ETF
-1%
-$947.01 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.96%
-$4,439.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$9,482.51 
EFG iShares MSCI EAFE Growth ETF
-0.93%
-$4,283.49 
EFA iShares MSCI EAFE ETF
-0.69%
-$22,978.15 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$88,100.35 
IWC iShares Micro-Cap ETF
-0.58%
-$3,896.21 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.58%
-$163.62 
VT Vanguard Total World Stock ETF
-0.51%
-$1,734.4 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.46%
-$102.98 
EFV iShares MSCI EAFE Value ETF
-0.41%
-$1,192.1 
PICB Invesco International Corporate Bond ETF
-0.41%
-$59,062.64 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.37%
-$748.8 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.33%
-$1,024.86 
IVV iShares Core S&P 500 ETF
-0.29%
-$580.16 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$298,059 
VOO Vanguard S&P 500 ETF
-0.28%
-$6,879.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$136.71 
SNPE Xtrackers S&P 500 ESG ETF
-0.17%
-$196.42 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.07%
-$0.04 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$98.79 
VO Vanguard Mid-Cap ETF
-0.03%
-$199.08 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$6.71 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.01%
-$165.84 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$857.13 Events
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Dividends
Dividend Analysis
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| Trades 372 | Longs Won 317/372 85% | Profit Factor 19.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.03M |
| Average Win $236,459.73 | Best Trade (Jul 16) $37.17M | Sharpe Ratio -50.31 |
| Average Loss -$71,392.44 | Worst Trade (Jul 10) -$4.74M | Z-Score 37.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 1d | Expectancy $190,943.95 |
| 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% | 0.14% | 4.52% |
| Consecutive Losing Trades | 4,444 | 4,000 | 3,556 | 3,111 | 2,667 | 2,222 | 1,778 | 1,333 | 889 | 444 |
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Returns
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