Kaitlin Theobald Portfolio

Invests via Sherrill & Hutchins Financial Advisory, Inc | Managed by Jessica R. Sherrill, Theodore L. Noble, William F. Hutchins, III, Mark D. Sheerin, Kaitlin R. Theobald

Invests via Sherrill & Hutchins Financial Advisory, Inc

Managed by Jessica R. Sherrill, Theodore L. Noble, William F. Hutchins, III, Mark D. Sheerin, Kaitlin R. Theobald

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Kaitlin Theobald Profile

Operator-turned-investor with hands-on experience scaling high-growth technology and consumer businesses and a focus on early-stage venture investing and strategic board engagement. Kaitlin Theobald combines operating leadership in product and go-to-market with portfolio construction and founder support, advising on scaling, hiring, and capital strategy. Active in seed and Series A rounds and known for operational diligence and cross-functional execution.

Investment Philosophy & Strategy

Operator-led investor approach prioritizing early-stage technology and consumer startups with strong product-market fit and repeatable go-to-market paths. Capital allocation favors seed and Series A rounds where operational value-add—particularly in product, hiring, and GTM execution—can accelerate scaling. Portfolio construction balances high-conviction, concentrated bets with follow-on reserves; underwriting emphasizes founder quality, unit-economics early signals, and defensible distribution. Time horizon is growth-focused with active board engagement and hands-on operational diligence to de-risk execution.

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:

22.08%

Gain -0.47%

Monthly

0.69%

Yearly

8.59%

Drawdown

15.13%

$183.39M

Equity

Holdings

$183.39M

Investment

$150.41M

$35.65M

Profit -$963,827.35

Realized

$2.67M

Unrealized

$32.98M

Dividends

$7.07M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.47%

Profit

-$963,827.35

Win %

66%

This Week

Compared To Last Week

Gain

-0.07%

Profit

-$134,225.11

Win %

66%

This Month

Compared to last month

Gain

-0.07%

Profit

-$134,225.11

Win %

66%

This Year

Compared to last year

Gain

5.15%

Profit

$9.96M

Win %

71%

Gainers
Losers

AFL Aflac Inc.

+0.77%

+$1,804.88

HD The Home Depot, Inc.

+0.48%

+$5,062.47

FLQM Franklin U.S. Mid Cap Multifactor Index Fund

+0.09%

+$12,054.9

MCBS MetroCity Bankshares Inc.

-2%

-$8,595.84

DFIS Dimensional International Small Cap ETF

-1.09%

-$10,700.8

AVUV Avantis U.S. Small Cap Value ETF

-0.97%

-$361,218.06

SCHK Schwab 1000 Index ETF

-0.71%

-$12,042.16

VOO Vanguard S&P 500 ETF

-0.71%

-$5,108.4

VONE Vanguard Russell 1000 ETF

-0.7%

-$379,587.05

RSP Invesco S&P 500 Equal Weight ETF

-0.4%

-$2,578.81

QGRO American Century U.S. Quality Growth ETF

-0.37%

-$115,165.61

BOND PIMCO Active Bond Exchange-Traded Fund

-0.23%

-$1,181.04

FBND Fidelity Total Bond ETF

-0.21%

-$86,018.89

FIXD First Trust TCW Opportunistic Fixed Income Fund

-0.11%

-$355.98

IJH iShares Core S&P Mid-Cap ETF

-0.09%

-$196.95

Events

Dividends

Dividend Analysis

No Data

Trades 83	Longs Won 60/83 72%	Profit Factor 62.71
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.29M
Average Win $603,752.43	Best Trade (Jun 02) $19.4M	Sharpe Ratio -12.86
Average Loss -$25,115.12	Worst Trade (May 19) -$775,037.9	Z-Score 1.45 (85.32%)
Commissions $0	Avg. Trade Length 1y 1m 3w 2d	Expectancy $429,487.93

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%	0.13%	4.34%
Consecutive Losing Trades	7,299	6,569	5,839	5,109	4,380	3,650	2,920	2,190	1,460	730