Tammy Trenta Portfolio
Invests via FF Advisors,LLC | Managed by Tammy Trenta
Invests via FF Advisors,LLC
Managed by Tammy Trenta
Automatically Tracked
Tammy Trenta Profile
Seasoned finance executive and strategic operator focused on growth-stage technology and consumer companies. Tammy Trenta has led FP&A, treasury and M&A integrations, partnering with founders and PE sponsors to scale revenue operations and improve margin economics. Known for hands-on treasury management, fundraising readiness, and operationalizing KPIs across sales and product functions. Regular advisor to startups and corporate boards on capital strategy and performance management.
Seasoned finance executive and strategic operator focused on growth-stage technology and consumer companies. Tammy Trenta has led FP&A, treasury and M&A integrations, partnering with founders and PE sponsors to scale revenue operations and improve margin economics. Known for hands-on treasury management, fundraising readiness, and operationalizing KPIs across sales and product functions. Regular advisor to startups and corporate boards on capital strategy and performance management.
Investment Philosophy & Strategy
Adopts a growth-stage, operationally driven investment approach focused on technology and consumer businesses. Prefers capital-efficient rounds where capital funds go to revenue ops, product-led scaling, and margin improvement. Uses deep FP&A and treasury discipline to model runway, optimize cash conversion, and structure rounds with founder- and sponsor-aligned governance. Emphasizes KPI-driven underwriting, hands-on board-level value creation, staged capital deployment, and exit-aware timelines across 3–7 year horizons.
Adopts a growth-stage, operationally driven investment approach focused on technology and consumer businesses. Prefers capital-efficient rounds where capital funds go to revenue ops, product-led scaling, and margin improvement. Uses deep FP&A and treasury discipline to model runway, optimize cash conversion, and structure rounds with founder- and sponsor-aligned governance. Emphasizes KPI-driven underwriting, hands-on board-level value creation, staged capital deployment, and exit-aware timelines across 3–7 year horizons.
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:
3.59%
Gain
Monthly
0.12%
Yearly
1.4%
Drawdown
35.82%
$299.96M
Equity
Holdings
$299.96M
Investment
$232.66M
$71.66M
Profit -$1.64M
Realized
$4.36M
Unrealized
$67.3M
Dividends
$9.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.64M
Win %
72%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$1.62M
Win %
72%
This Month
Compared to last month
Gain
-0.06%
Profit
-$184,555.66
Win %
72%
This Year
Compared to last year
Gain
12.65%
Profit
$33.7M
Win %
73%
CRM Salesforce Inc
+3.59%
+$11,124 
RSG Republic Services, Inc.
+3.5%
+$15,027.5 
ABBV AbbVie Inc.
+3.44%
+$13,137.01 
CMCSA Comcast Corp
+2.83%
+$6,605.47 
GATX GATX Corporation
+2.1%
+$4,308.58 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$16,509.24 
SCHH Schwab U.S. REIT ETF
+1.9%
+$5,591.49 
DIS The Walt Disney Company
+1.84%
+$3,462.9 
MSFT Microsoft Corp.
+1.78%
+$48,422.64 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
+1.63%
+$115,118.98 
AMLP Alerian MLP ETF
+1.56%
+$11,444.04 
DFAT Dimensional US Targeted Value ETF
+1.36%
+$3,693.94 
AAPL Apple Inc.
+1.25%
+$246,690.42 
MLPA Global X MLP ETF
+1.21%
+$3,882.78 
USMV iShares MSCI USA Min Vol Factor ETF
+0.89%
+$5,434.9 
COP ConocoPhillips
+0.82%
+$2,048.84 
IUSV iShares Core S&P U.S. Value ETF
+0.69%
+$2,885.58 
IJR iShares Core S&P Small-Cap ETF
+0.61%
+$2,400.36 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$15,402.75 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.57%
+$9,819.55 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$3,678.39 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$8,672.57 
VTV Vanguard Value ETF
+0.26%
+$37,979.64 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$5,356.49 
GOOG Alphabet Inc
+0.22%
+$663.33 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,570.19 
IBMO iShares iBonds Dec 2026 Term ETF
+0.18%
+$482.89 
GOOGL Alphabet Inc
+0.17%
+$957.58 
MDY SPDR S&P MidCap 400 ETF Trust
+0.17%
+$2,301.44 
IJH iShares Core S&P Mid-Cap ETF
+0.15%
+$2,042.97 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.14%
+$16,939.8 
VB Vanguard Small-Cap ETF
+0.02%
+$159.88 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.02%
+$93.74 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.02%
+$54.28 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$25.52 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$32.67 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
0%
$0 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
0%
$0 
AVGO Broadcom Inc.
-4.61%
-$29,443.5 
AMAT Applied Materials, Inc.
-3.49%
-$10,157.97 
NVDA NVIDIA Corporation
-2.73%
-$39,246.55 
XLK State Street Technology Select Sector SPDR ETF
-2.65%
-$113,173.6 
EEM iShares MSCI Emerging Markets ETF
-2.23%
-$67,577.56 
IEMG iShares Core MSCI Emerging Markets ETF
-2.05%
-$37,678.57 
META Meta Platforms Inc Class A
-1.85%
-$28,552.87 
VTWG Vanguard Russell 2000 Growth ETF
-1.64%
-$8,308.12 
IWF iShares Russell 1000 Growth ETF
-1.64%
-$4,411.68 
VONG Vanguard Russell 1000 Growth Fund
-1.62%
-$9,563.01 
IWP iShares Russell Mid-Cap Growth ETF
-1.59%
-$8,054.5 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$670,600 
QQQM Invesco NASDAQ 100 ETF
-1.53%
-$8,489.22 
VBK Vanguard Small-Cap Growth ETF
-1.42%
-$6,969.98 
TSLA Tesla, Inc.
-1.41%
-$5,938.07 
BITB Bitwise Bitcoin ETF
-1.39%
-$20,164.97 
SCHE Schwab Emerging Markets Equity ETF
-1.36%
-$16,643.88 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.36%
-$3,170.3 
EZBC Franklin Bitcoin ETF
-1.36%
-$6,375 
SPEM SPDR Portfolio Emerging Markets ETF
-1.29%
-$24,614.31 
IUSG iShares Core S&P U.S. Growth ETF
-1.28%
-$6,101.31 
VWO Vanguard FTSE Emerging Markets ETF
-1.26%
-$157,092.75 
SCHF Schwab International Equity ETF
-1.18%
-$24,690.58 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$4,842.37 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$25,351.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$190,388.05 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.09%
-$32,551.76 
MGK Vanguard Mega Cap Growth ETF
-1.06%
-$45,029.25 
SCHA Schwab U.S. Small-Cap ETF
-1.04%
-$60,533.28 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.04%
-$3,287.3 
VUG Vanguard Growth ETF
-1.03%
-$406,652.4 
SCHM Schwab U.S. Mid-Cap ETF
-0.76%
-$15,898.68 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.75%
-$15,527.85 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$31,813.98 
VT Vanguard Total World Stock ETF
-0.67%
-$10,038.2 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.54%
-$1,250.2 
MGC Vanguard Mega Cap ETF
-0.53%
-$1,166.91 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.52%
-$4,435.44 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$3,292.38 
IVV iShares Core S&P 500 ETF
-0.46%
-$13,954.92 
VXF Vanguard Extended Market ETF
-0.46%
-$6,765 
PFFD Global X U.S. Preferred ETF
-0.46%
-$10,753.86 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$1,513.2 
SCHB Schwab U.S. Broad Market ETF
-0.45%
-$4,887.61 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$17,433.9 
SCHX Schwab U.S. Large-Cap ETF
-0.42%
-$4,526.25 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.29%
-$603.57 
NZF Nuveen Municipal Credit Income Fund
-0.28%
-$3,062.32 
VTWO Vanguard Russell 2000 ETF
-0.25%
-$1,814.1 
PGX Invesco Preferred ETF
-0.23%
-$863.17 
FTCA Franklin California Municipal Income ETF
-0.2%
-$676.74 
VO Vanguard Mid-Cap ETF
-0.2%
-$12,352 
SCHV Schwab U.S. Large-Cap Value ETF
-0.19%
-$1,570.92 
SCMB Schwab Municipal Bond ETF
-0.18%
-$756.86 
AMZN Amazon.com Inc
-0.14%
-$1,370.56 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.14%
-$3,217.06 
JMUB JPMorgan Municipal Bond ETF
-0.13%
-$1,436.5 
ITM VanEck Intermediate Muni ETF
-0.12%
-$405.95 
MUB iShares National Muni Bond ETF
-0.12%
-$864.12 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.11%
-$628.55 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$1,065.58 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$902.7 
DFNM Dimensional National Municipal Bond ETF
-0.09%
-$2,483.68 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$709.62 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.07%
-$195.19 
CAM AB California Intermediate Municipal ETF
-0.06%
-$589.98 
SCYB Schwab High Yield Bond ETF
-0.06%
-$1,556.92 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$203.67 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.04%
-$1,812.13 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.04%
-$129.61 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.04%
-$1,391.95 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.04%
-$482.89 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$440.75 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$412.94 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$53.24 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$21.16 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 674 | Longs Won 486/674 72% | Profit Factor 37.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $555,965.94 |
| Average Win $151,458.27 | Best Trade (Jul 15) $8.01M | Sharpe Ratio -49.82 |
| Average Loss -$10,355.37 | Worst Trade (Jul 13) -$222,279.91 | Z-Score 6.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 5d | Expectancy $106,323.31 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
