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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:
152.68%
Gain +0.33%
Monthly
1.45%
Yearly
18.85%
Drawdown
40.33%
$1.1B
Equity
Holdings
$1.1B
Investment
$655.16M
$506.72M
Profit +$2.18M
Realized
$59.55M
Unrealized
$447.17M
Dividends
$123.73M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.33%
Profit
$2.18M
Win %
75%
This Week
Compared To Last Week
Gain
1.84%
Profit
$19.95M
Win %
75%
This Month
Compared to last month
Gain
1.84%
Profit
$19.95M
Win %
75%
This Year
Compared to last year
Gain
0.74%
Profit
$39.49M
Win %
75%
AVGO Broadcom Inc.
+6.11%
+$20,758.01 
XSD SPDR S&P Semiconductor ETF
+6.05%
+$115,585.68 
JBHT J.B. Hunt Transport Services, Inc.
+2.84%
+$52,982.43 
NVDA NVIDIA Corporation
+2.56%
+$14,039.7 
IEMG iShares Core MSCI Emerging Markets ETF
+2.44%
+$15,814.8 
IBM International Business Machines Corporation
+2.24%
+$3,930.44 
MCD McDonald's Corporation
+2.04%
+$5,999.69 
AAPL Apple Inc.
+1.96%
+$50,069.88 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$485,367.83 
USCI United States Commodity Index Fund
+1.78%
+$28,240.3 
IPAC iShares Core MSCI Pacific ETF
+1.77%
+$7,416.17 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.73%
+$3.96M 
TSLA Tesla, Inc.
+1.64%
+$3,172.55 
RF Regions Financial Corporation
+1.49%
+$14,354.27 
USMV iShares MSCI USA Min Vol Factor ETF
+1.46%
+$57,856.37 
JPM JPMorgan Chase & Co.
+1.39%
+$13,094.94 
GOOGL Alphabet Inc
+1.11%
+$2,678.57 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+1.08%
+$21,331.1 
IVV iShares Core S&P 500 ETF
+0.94%
+$703,705.89 
OZK Bank OZK
+0.93%
+$4,036.8 
MOO VanEck Agribusiness ETF
+0.91%
+$7,532.46 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.85%
+$66,878.24 
SCHP Schwab U.S. TIPS ETF
+0.81%
+$12,526.29 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$12,244.08 
BRK.B Berkshire Hathaway Inc.
+0.8%
+$33,716.79 
STIP iShares 0-5 Year TIPS Bond ETF
+0.76%
+$150,790.08 
WMT Walmart Inc.
+0.75%
+$6,883.74 
TIP iShares TIPS Bond ETF
+0.72%
+$80,977.82 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.35%
+$1,144.98 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.31%
+$144,498.4 
IHE iShares U.S. Pharmaceuticals ETF
+0.29%
+$8,965.64 
SHY iShares 1-3 Year Treasury Bond ETF
+0.28%
+$4,368.62 
IEI iShares 3-7 Year Treasury Bond ETF
+0.28%
+$1,194.56 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.27%
+$118,338.08 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.25%
+$8,592.65 
VGSH Vanguard Short-Term Treasury Fund
+0.24%
+$3,198.67 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.2%
+$394.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.19%
+$75,621.5 
PSA Public Storage Common Stock
+0.18%
+$451.95 
MUB iShares National Muni Bond ETF
+0.18%
+$8,546.2 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.17%
+$554.2 
SUB iShares Short-Term National Muni Bond ETF
+0.17%
+$31,371.48 
IYH iShares U.S. Healthcare ETF
+0.15%
+$15,606.4 
SPBO SPDR Portfolio Corporate Bond ETF
+0.14%
+$38,517.84 
HMOP Hartford Municipal Opportunities ETF
+0.07%
+$834.37 
VGLT Vanguard Long-Term Treasury Fund
+0.04%
+$177.96 
MSFT Microsoft Corp.
+0.04%
+$343.76 
SPLV Invesco S&P 500 Low Volatility ETF
+0.03%
+$93.36 
JPIB JPMorgan International Bond ETF
+0.02%
+$1,035.07 
BNDX Vanguard Total International Bond ETF
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
IGE iShares North American Natural Resources ETF
0%
$0 
IYY iShares Dow Jones U.S. ETF
0%
$0 
LLY Eli Lilly and Company
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
-2.91%
-$37,575.09 
RING iShares MSCI Global Gold Miners ETF
-2.82%
-$13,508.7 
IWC iShares Micro-Cap ETF
-2.71%
-$250,810.36 
AMZN Amazon.com Inc
-2.32%
-$17,542.77 
ONEQ Fidelity Nasdaq Composite Index Fund
-2%
-$182,543.37 
FDM First Trust Dow Jones Select MicroCap Index Fund
-1.92%
-$290,880.37 
WEST Westrock Coffee Company, LLC
-1.81%
-$19,122.45 
QQQM Invesco NASDAQ 100 ETF
-1.73%
-$125,455.66 
VGT Vanguard Information Technology ETF
-1.73%
-$308,654.97 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$795,481.2 
IJR iShares Core S&P Small-Cap ETF
-1.62%
-$115,823.52 
SCHM Schwab U.S. Mid-Cap ETF
-1.62%
-$62,302.14 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.6%
-$150,431.96 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.47%
-$10,960.33 
FIW First Trust Water ETF
-1.4%
-$69,007.4 
IJH iShares Core S&P Mid-Cap ETF
-1.1%
-$1.62M 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-1.06%
-$6,783.34 
DFNL Davis Select Financial ETF
-1.04%
-$37,693.08 
VO Vanguard Mid-Cap ETF
-1.01%
-$880,279.74 
IYG iShares U.S. Financial Services ETF
-0.94%
-$118,676.74 
AOA iShares Core Aggressive Allocation ETF
-0.87%
-$2,490.5 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.87%
-$26,539.95 
JNJ Johnson & Johnson
-0.7%
-$3,340.55 
IHI iShares U.S. Medical Devices ETF
-0.68%
-$74,105.45 
HOMB Home BancShares Inc.
-0.67%
-$9,189.6 
AKRE Akre Focus ETF
-0.64%
-$2,056.83 
XOM Exxon Mobil Corporation
-0.57%
-$7,444.78 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.49%
-$81,208.8 
VTV Vanguard Value ETF
-0.47%
-$1,017.45 
SCHF Schwab International Equity ETF
-0.47%
-$7,435.22 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$14,136.78 
IEUR iShares Core MSCI Europe ETF
-0.42%
-$4,286.75 
NSC Norfolk Southern Corporation
-0.35%
-$2,198.39 
REZ iShares Residential and Multisector Real Estate ETF
-0.31%
-$12,687.77 
SCHE Schwab Emerging Markets Equity ETF
-0.3%
-$22,263.54 
IAGG iShares International Aggregate Bond Fund
-0.3%
-$17,331 
XLRE The Real Estate Select Sector SPDR Fund
-0.24%
-$14,944.38 
VNQ Vanguard Real Estate ETF
-0.21%
-$4,536.24 
ABBV AbbVie Inc.
-0.17%
-$710.55 
IYR iShares U.S. Real Estate ETF
-0.13%
-$7,322.77 
ELD WisdomTree Emerging Markets Local Debt Fund
-0.1%
-$336.93 
FMB First Trust Managed Municipal Fund
-0.1%
-$3,165.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.1%
-$686.25 
USRT iShares Core U.S. REIT ETF
-0.06%
-$268.52 
IAU iShares Gold Trust
-0.03%
-$1,237.76 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.02%
-$229.86 Events
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Dividends
Dividend Analysis
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| Trades 1851 | Longs Won 1346/1851 72% | Profit Factor 27.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.72M |
| Average Win $390,688.45 | Best Trade (Aug 06) $83.26M | Sharpe Ratio -11.57 |
| Average Loss -$37,917 | Worst Trade (Dec 31) -$1.15M | Z-Score 15.36 (100%) |
| Commissions $0 | Avg. Trade Length 3y 11m 3w 1d | Expectancy $273,753.96 |
| 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% | 0.02% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
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Returns
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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 - $43.22M, iShares Core S&P Mid-Cap ETF - $28.26M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $15.28M, Vanguard Mid-Cap ETF - $13.94M, and iShares 5-10 Year Investment Grade Corporate Bond ETF - $12.52M. 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 - $802,354.53, Tesla, Inc - $83,625.04, Newsmax Inc - $56,265.3, iShares J.P. Morgan USD Emerging Markets Bond ETF - $42,616.68, and International Business Machines Corporation - $38,241.39. 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 $123.73M earned over time. The largest contributors to dividend income include SPDR Dow Jones Industrial Average ETF Trust - $30.13M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $15.86M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $13.32M, Vanguard Mid-Cap ETF - $8.48M, and iShares TIPS Bond ETF - $7.57M. 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 look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Mary McCraw's strategy be considered aggressive or moderate?
Mary McCraw's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
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.
