MM
Mary McCraw Portfolio
Invests via ARKANSAS FINANCIAL GROUP Inc. | Managed by Mary McCraw
Invests via ARKANSAS FINANCIAL GROUP Inc.
Managed by Mary McCraw
Automatically Tracked
Mary McCraw Profile
With a career marked by significant contributions to the fields of finance and business management, Mary McCraw has established herself as a key figure in private equity. Her operational expertise is underscored by leadership roles across multiple investment firms, where she has spearheaded initiatives that enhance portfolio performance and drive strategic growth. Renowned for her deep understanding of market dynamics, she actively engages with emerging opportunities, positioning herself at the forefront of industry trends. Her academic foundation complements her extensive hands-on experience, allowing her to effectively navigate complex financial landscapes. As an influential leader within her organization, Mary's insights continue to shape investment practices.
With a career marked by significant contributions to the fields of finance and business management, Mary McCraw has established herself as a key figure in private equity. Her operational expertise is underscored by leadership roles across multiple investment firms, where she has spearheaded initiatives that enhance portfolio performance and drive strategic growth. Renowned for her deep understanding of market dynamics, she actively engages with emerging opportunities, positioning herself at the forefront of industry trends. Her academic foundation complements her extensive hands-on experience, allowing her to effectively navigate complex financial landscapes. As an influential leader within her organization, Mary's insights continue to shape investment practices.
Investment Philosophy & Strategy
Growth opportunities abound in the rapidly evolving landscape of private equity. Mary McCraw leverages her comprehensive operational background to identify and nurture promising ventures that align with current market trends. Her keen insights into business dynamics drive investment strategies aimed at optimizing returns through a disciplined approach to value creation. Recognizing the importance of adaptability, she integrates innovation into her decision-making process, enabling her firm to capitalize on shifts within various sectors effectively. Through fostering collaborative relationships with portfolio companies, she ensures sustained progress and strategic development over time.
Growth opportunities abound in the rapidly evolving landscape of private equity. Mary McCraw leverages her comprehensive operational background to identify and nurture promising ventures that align with current market trends. Her keen insights into business dynamics drive investment strategies aimed at optimizing returns through a disciplined approach to value creation. Recognizing the importance of adaptability, she integrates innovation into her decision-making process, enabling her firm to capitalize on shifts within various sectors effectively. Through fostering collaborative relationships with portfolio companies, she ensures sustained progress and strategic development over time.
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:
88.06%
Gain +1.19%
Monthly
0.83%
Yearly
10.44%
Drawdown
30.21%
$759.02M
Equity
Holdings
$759.02M
Investment
$522.1M
$296.21M
Profit +$3.75M
Realized
$59.29M
Unrealized
$236.92M
Dividends
$88.14M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.19%
Profit
$3.75M
Win %
71%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$2.81M
Win %
71%
This Month
Compared to last month
Gain
0.91%
Profit
$6.82M
Win %
71%
This Year
Compared to last year
Gain
-1.15%
Profit
-$8.74M
Win %
71%
LLY Eli Lilly and Company
+4.62%
+$20,439.26 
RING iShares MSCI Global Gold Miners ETF
+3.98%
+$21,102.78 
AKRE Akre Focus ETF
+3.59%
+$11,118 
WEST Westrock Coffee Company, LLC
+3.1%
+$31,870.75 
IBM International Business Machines Corporation
+2.37%
+$4,198.16 
PSA Public Storage Common Stock
+2.25%
+$4,986.65 
OZK Bank OZK
+2.25%
+$8,494.1 
IYH iShares U.S. Healthcare ETF
+2.23%
+$254,384.32 
IHI iShares U.S. Medical Devices ETF
+2.13%
+$225,320.62 
IHE iShares U.S. Pharmaceuticals ETF
+1.99%
+$46,390.78 
MCD McDonald's Corporation
+1.8%
+$4,757.61 
RSPF Invesco S&P 500 Equal Weight Financials ETF
+1.79%
+$50,974.75 
WMT Walmart Inc.
+1.76%
+$16,858.98 
FDM First Trust Dow Jones Select MicroCap Index Fund
+1.4%
+$199,992.44 
IAU iShares Gold Trust
+1.39%
+$54,787.21 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$19,417.11 
DFNL Davis Select Financial ETF
+1.35%
+$45,566.75 
FIW First Trust Water ETF
+1.34%
+$63,630.2 
VGLT Vanguard Long-Term Treasury Fund
+1.3%
+$5,872.68 
IYG iShares U.S. Financial Services ETF
+1.29%
+$153,888.52 
MSFT Microsoft Corp.
+1.29%
+$13,921.47 
IWC iShares Micro-Cap ETF
+1.16%
+$97,590.46 
IEUR iShares Core MSCI Europe ETF
+1.16%
+$11,319.58 
ACWV iShares MSCI Global Minimum Volatility ETF
+1.13%
+$16,320.06 
HOMB Home BancShares Inc.
+1.11%
+$2,875.01 
SCHM Schwab U.S. Mid-Cap ETF
+1.1%
+$18,109.12 
REZ iShares Residential and Multisector Real Estate ETF
+1.02%
+$38,063.7 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.98%
+$1.08M 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$60,456.5 
VNQ Vanguard Real Estate ETF
+0.94%
+$10,383.36 
IYR iShares U.S. Real Estate ETF
+0.9%
+$44,981.44 
XLRE The Real Estate Select Sector SPDR Fund
+0.89%
+$50,267.46 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.87%
+$75,215.98 
MUB iShares National Muni Bond ETF
+0.8%
+$36,658.7 
USMV iShares MSCI USA Min Vol Factor ETF
+0.8%
+$32,569.49 
FMB First Trust Managed Municipal Fund
+0.75%
+$22,789.44 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.73%
+$4,442.61 
USRT iShares Core U.S. REIT ETF
+0.73%
+$3,020.85 
HMOP Hartford Municipal Opportunities ETF
+0.73%
+$9,011.25 
SPBO SPDR Portfolio Corporate Bond ETF
+0.71%
+$187,774.47 
VTV Vanguard Value ETF
+0.7%
+$1,492.25 
IJH iShares Core S&P Mid-Cap ETF
+0.69%
+$448,416.5 
VO Vanguard Mid-Cap ETF
+0.67%
+$325,441.8 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.66%
+$147,889.43 
IEFA iShares Core MSCI EAFE ETF
+0.65%
+$21,036.87 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.64%
+$4,460.62 
SCHP Schwab U.S. TIPS ETF
+0.55%
+$8,350.86 
GOOGL Alphabet Inc
+0.52%
+$1,171.06 
TIP iShares TIPS Bond ETF
+0.52%
+$56,789.64 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.49%
+$1,551.76 
SPLV Invesco S&P 500 Low Volatility ETF
+0.49%
+$1,680.48 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.48%
+$1,526.64 
ELD WisdomTree Emerging Markets Local Debt Fund
+0.45%
+$1,415.11 
IEI iShares 3-7 Year Treasury Bond ETF
+0.44%
+$1,866.5 
ABBV AbbVie Inc.
+0.44%
+$2,148.9 
BRK-B Berkshire Hathaway Inc.
+0.37%
+$5,792.23 
SCHF Schwab International Equity ETF
+0.35%
+$5,433.43 
CNP CenterPoint Energy Inc.
+0.32%
+$1,277.87 
SUB iShares Short-Term National Muni Bond ETF
+0.31%
+$56,642.95 
BNDX Vanguard Total International Bond ETF
+0.31%
+$21,792.2 
AOA iShares Core Aggressive Allocation ETF
+0.28%
+$805.75 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.26%
+$78,487.79 
AMZN Amazon.com Inc
+0.23%
+$1,568.21 
JPIB JPMorgan International Bond ETF
+0.2%
+$9,833.17 
IYY iShares Dow Jones U.S. ETF
+0.2%
+$11,145.37 
VOO Vanguard S&P 500 ETF
+0.2%
+$753.38 
STIP iShares 0-5 Year TIPS Bond ETF
+0.2%
+$38,689.56 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.19%
+$6,444.54 
IVV iShares Core S&P 500 ETF
+0.18%
+$89,031.6 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$9,820.9 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$11,724.82 
NSC Norfolk Southern Corporation
+0.15%
+$901.9 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$349.8 
VGSH Vanguard Short-Term Treasury Fund
+0.14%
+$1,825.56 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.14%
+$59,169.04 
MOO VanEck Agribusiness ETF
+0.01%
+$101.79 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.83%
-$13,115.48 
NVDA NVIDIA Corporation
-1.6%
-$9,377.46 
XSD SPDR S&P Semiconductor ETF
-1.51%
-$28,047.66 
TSLA Tesla, Inc.
-1.48%
-$3,268.86 
AVGO Broadcom Inc.
-1.46%
-$4,373.3 
XOM Exxon Mobil Corporation
-1.41%
-$4,653.16 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.36%
-$232,798.56 
IEMG iShares Core MSCI Emerging Markets ETF
-0.85%
-$5,547.6 
VGT Vanguard Information Technology ETF
-0.81%
-$154,327.48 
JNJ Johnson & Johnson
-0.47%
-$2,258.4 
IGE iShares North American Natural Resources ETF
-0.41%
-$7,731.37 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$188,334.52 
IPAC iShares Core MSCI Pacific ETF
-0.38%
-$1,614.4 
QQQM Invesco NASDAQ 100 ETF
-0.38%
-$28,718.88 
JPM JPMorgan Chase & Co.
-0.36%
-$3,200.4 
USCI United States Commodity Index Fund
-0.35%
-$6,102.79 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.34%
-$32,213.52 
SCHE Schwab Emerging Markets Equity ETF
-0.15%
-$11,131.67 
AAPL Apple Inc.
-0.13%
-$3,780.37 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.04%
-$3,039.92 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.02%
-$530.23 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1844 | Longs Won 1289/1844 69% | Profit Factor 15.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.26M |
| Average Win $246,032.35 | Best Trade (Oct 15) $46.73M | Sharpe Ratio -11.25 |
| Average Loss -$37,707.43 | Worst Trade (Oct 14) -$1.24M | Z-Score 2.14 (96.73%) |
| Commissions $0 | Avg. Trade Length 3y 10m 5d | Expectancy $160,633.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,401 | $1.6M | $2.88M | - | $1.27M | 79.33% | -0.131% |
| ABBV AbbVie Inc. | 1,733 | $243,183.23 | $493,419.76 | - | $250,236.53 | 102.9% | +0.437% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 11,493 | $1.1M | $1.46M | - | $358,755.27 | 32.49% | +1.128% |
| AKRE Akre Focus ETF | 5,559 | $364,170.09 | $320,643.12 | - | -$43,526.97 | -11.95% | +3.592% |
| AMZN Amazon.com Inc | 2,658 | $500,571.99 | $676,912.86 | - | $176,340.87 | 35.23% | +0.232% |
| AOA iShares Core Aggressive Allocation ETF | 2,930 | $247,442.94 | $285,220.85 | - | $37,777.91 | 15.27% | +0.283% |
| AVGO Broadcom Inc. | 866 | $287,898.92 | $295,479.2 | - | $7,580.28 | 2.63% | -1.458% |
| BNDX Vanguard Total International Bond ETF | 150,290 | $7.27M | $7.09M | - | -$182,016.77 | -2.5% | +0.308% |
| BRK-B Berkshire Hathaway Inc. | 3,001 | $926,391.25 | $1.59M | - | $658,977.33 | 71.13% | +0.367% |
| CNP CenterPoint Energy Inc. | 10,223 | $396,652.4 | $406,926.51 | - | $10,274.11 | 2.59% | +0.315% |
| COMT iShares GSCI Commodity Dynamic Strategy ETF | 60,946 | $1.61M | $2.32M | - | $711,406.99 | 44.25% | -0.023% |
| DFNL Davis Select Financial ETF | 69,802 | $2.64M | $3.41M | - | $768,497.52 | 29.09% | +1.354% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 213,367 | $41.07M | $111.1M | - | $70.03M | 170.53% | +0.985% |
| ELD WisdomTree Emerging Markets Local Debt Fund | 11,231 | $327,251.06 | $316,264.96 | - | -$10,986.1 | -3.36% | +0.449% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 7,625 | $734,052.75 | $699,936.87 | - | -$34,115.88 | -4.65% | +0.641% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 12,722 | $323,165.56 | $317,413.9 | - | -$5,751.66 | -1.78% | +0.483% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 180,464 | $9.71M | $16.93M | - | $7.23M | 74.45% | -1.356% |
| FDM First Trust Dow Jones Select MicroCap Index Fund | 162,503 | $9.92M | $14.48M | - | $4.56M | 45.98% | +1.401% |
| FIW First Trust Water ETF | 44,810 | $4.65M | $4.81M | - | $158,683.09 | 3.41% | +1.341% |
| FMB First Trust Managed Municipal Fund | 63,304 | $3.18M | $3.08M | - | -$100,581.81 | -3.16% | +0.746% |
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 Mary McCraw?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Dow Jones Industrial Average ETF Trust - $29.23M, iShares Core S&P Mid-Cap ETF - $25.14M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $10.81M, Vanguard Mid-Cap ETF - $10.17M, and iShares 5-10 Year Investment Grade Corporate Bond ETF - $6.94M. 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: iShares North American Natural Resources ETF - $793,120.64, Tesla, Inc - $83,625.04, Newsmax Inc - $56,265.3, iShares J.P. Morgan USD Emerging Markets Bond ETF - $39,462.37, and International Business Machines Corporation - $36,929.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mary McCraw's portfolio generate?
The portfolio generates substantial dividend income, with a total of $88.14M earned over time. The largest contributors to dividend income include SPDR Dow Jones Industrial Average ETF Trust - $16.15M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $11.35M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $7.68M, iShares TIPS Bond ETF - $7.57M, and SPDR Portfolio Short Term Corporate Bond ETF - $4.88M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mary McCraw's monthly returns?
Mary McCraw'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 Mary McCraw's strategy be considered aggressive or moderate?
Mary McCraw's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Mary McCraw's strategy?
Mary McCraw's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
