Jennifer Milam Portfolio
Invests via Mustard Seed Financial, LLC | Managed by J. David Ashby, Angela Glass, Bruce Butterfield, Jonathan Baird, Laurie Pinner, Zachary Talley, Jennifer Milam, Minna Green
Invests via Mustard Seed Financial, LLC
Managed by J. David Ashby, Angela Glass, Bruce Butterfield, Jonathan Baird, Laurie Pinner, Zachary Talley, Jennifer Milam, Minna Green
Automatically Tracked
Jennifer Milam Profile
Veteran corporate finance executive and investor focusing on growth-stage companies, M&A and capital markets strategy. Jennifer Milam combines operational leadership with private equity and venture experience, advising portfolio companies on revenue scale, go-to-market execution and board governance. Regularly involved in deal sourcing, diligence and structuring, with a track record of strategic exits and cross-border transactions that appeal to institutional investors.
Veteran corporate finance executive and investor focusing on growth-stage companies, M&A and capital markets strategy. Jennifer Milam combines operational leadership with private equity and venture experience, advising portfolio companies on revenue scale, go-to-market execution and board governance. Regularly involved in deal sourcing, diligence and structuring, with a track record of strategic exits and cross-border transactions that appeal to institutional investors.
Investment Philosophy & Strategy
Focuses on growth-stage equity and strategic M&A, prioritizing companies with clear unit-economics, scalable go-to-market motion and repeatable revenue growth. Prefers active, board-level involvement to align operational improvements, capital structure optimization and exit timing for institutional buyers. Deploys a mix of minority growth equity and control transactions, favors cross-border opportunities that diversify revenue and tap strategic partnerships, and emphasizes disciplined due diligence, staged capital deployment and governance controls to preserve optionality and maximize enterprise value.
Focuses on growth-stage equity and strategic M&A, prioritizing companies with clear unit-economics, scalable go-to-market motion and repeatable revenue growth. Prefers active, board-level involvement to align operational improvements, capital structure optimization and exit timing for institutional buyers. Deploys a mix of minority growth equity and control transactions, favors cross-border opportunities that diversify revenue and tap strategic partnerships, and emphasizes disciplined due diligence, staged capital deployment and governance controls to preserve optionality and maximize enterprise value.
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:
4.28%
Gain
Monthly
0.14%
Yearly
1.66%
Drawdown
28.27%
$178.19M
Equity
Holdings
$178.19M
Investment
$142.59M
$39.46M
Profit -$180,430.77
Realized
$3.87M
Unrealized
$35.6M
Dividends
$7.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$180,430.77
Win %
81%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$78,755.21
Win %
81%
This Month
Compared to last month
Gain
0.31%
Profit
$553,391.73
Win %
81%
This Year
Compared to last year
Gain
6.78%
Profit
$11.31M
Win %
81%
ABT Abbott Laboratories
+10.7%
+$47,129.25 
JBHT J.B. Hunt Transport Services, Inc.
+6.79%
+$22,505.28 
OZK Bank OZK
+3.48%
+$17,169.92 
ABBV AbbVie Inc.
+3.23%
+$45,654.15 
UNH UnitedHealth Group Incorporated
+3.07%
+$12,464.5 
ROST Ross Stores, Inc.
+3.01%
+$9,527 
T AT&T Inc.
+3%
+$5,271.53 
PEP PepsiCo, Inc.
+2.62%
+$11,079.55 
WMT Walmart Inc.
+2.53%
+$117,733.5 
SFNC Simmons First National Corporation
+2.51%
+$20,061.57 
XYL Xylem Inc.
+2.34%
+$4,839.36 
HBAN Huntington Bancshares Incorporated
+2.23%
+$23,229.18 
DDS Dillard's Inc.
+1.86%
+$3,539.35 
MSFT Microsoft Corp.
+1.79%
+$14,733.5 
PG Procter & Gamble Co
+1.77%
+$29,126.54 
VNQ Vanguard Real Estate ETF
+1.7%
+$17,051.52 
MUSA Murphy USA Inc.
+1.58%
+$22,932.17 
DFSV Dimensional US Small Cap Value ETF
+1.49%
+$34,912.21 
AAPL Apple Inc.
+1.49%
+$39,640.24 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$5,256.04 
LLY Eli Lilly and Company
+1.35%
+$20,465.02 
MUR Murphy Oil Corporation
+1.33%
+$9,866.08 
JNJ Johnson & Johnson
+1.17%
+$3,729.6 
CVX Chevron Corporation
+1.15%
+$3,993.99 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.06%
+$26,252.12 
XLE Energy Select Sector SPDR Fund
+0.84%
+$2,253.87 
VDE Vanguard Energy ETF
+0.83%
+$1,848.37 
XOM Exxon Mobil Corporation
+0.82%
+$20,608.7 
VOE Vanguard Mid-Cap Value ETF
+0.76%
+$37,252.16 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.66%
+$1,790.91 
RSP Invesco S&P 500 Equal Weight ETF
+0.61%
+$3,052.4 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$1,746.69 
DFAS Dimensional U.S. Small Cap ETF
+0.45%
+$1,920.27 
VTV Vanguard Value ETF
+0.29%
+$23,609.13 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$1,828.79 
GOOG Alphabet Inc
+0.27%
+$1,549.38 
NFLX Netflix, Inc.
+0.23%
+$496.4 
GOOGL Alphabet Inc
+0.23%
+$1,085.5 
AMZN Amazon.com Inc
+0.22%
+$1,356.97 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.22%
+$840 
DFLV Dimensional US Large Cap Value ETF
+0.11%
+$10,028.16 
VB Vanguard Small-Cap ETF
+0.07%
+$1,262.8 
DFUV Dimensional US Marketwide Value ETF
+0.03%
+$340.12 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$136.18 
INTC Intel Corporation
-7.08%
-$38,709.9 
GE General Electric Company
-6.11%
-$16,177.35 
SLI Standard Lithium Ltd.
-5.69%
-$12,707.89 
ALB Albemarle Corporation
-5.18%
-$10,258.48 
ORCL Oracle Corporation
-5.01%
-$22,573.06 
TXN Texas Instruments Inc
-3.78%
-$18,361.26 
PWR Quanta Services Inc.
-3.43%
-$8,948.52 
CLF Cleveland-Cliffs Inc.
-3.3%
-$3,722.22 
NVDA NVIDIA Corporation
-3.06%
-$147,555.66 
VGT Vanguard Information Technology ETF
-2.25%
-$12,474 
DFAE Dimensional Emerging Core Equity Market ETF
-1.99%
-$68,232.01 
GLD SPDR Gold Shares
-1.94%
-$3,352.65 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.88%
-$8,880.27 
VOT Vanguard Mid-Cap Growth ETF
-1.58%
-$52,980.73 
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$4,526.52 
VBK Vanguard Small-Cap Growth ETF
-1.39%
-$40,330.49 
ARKB Ark 21Shares Bitcoin ETF
-1.37%
-$12,557.56 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.36%
-$12,700.38 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.36%
-$5,561.22 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$11,898.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.16%
-$80,464.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.13%
-$7,427.2 
VUG Vanguard Growth ETF
-1.04%
-$129,558.51 
JPM JPMorgan Chase & Co.
-0.84%
-$3,758.03 
VT Vanguard Total World Stock ETF
-0.69%
-$6,431 
DFIC Dimensional International Core Equity Market ETF
-0.68%
-$4,869.48 
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$46,273.15 
DFIV Dimensional International Value ETF
-0.63%
-$5,795.02 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.53%
-$11,294.14 
DFUS Dimensional U.S. Equity Market ETF
-0.52%
-$6,212.21 
VOO Vanguard S&P 500 ETF
-0.47%
-$6,607.25 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$1,927.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,171.96 
DFAW Dimensional World Equity ETF
-0.37%
-$4,916.6 
VO Vanguard Mid-Cap ETF
-0.22%
-$3,484.7 
DCOR Dimensional US Core Equity 1 ETF
-0.14%
-$406.75 
ETR Entergy Corporation
-0.1%
-$315.56 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$7,388.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.09%
-$8,649.42 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$241.6 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.05%
-$261.47 
BND Vanguard Total Bond Market Index Fund
-0.05%
-$182.63 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$6,841.81 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.04%
-$361.6 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$2,735.32 
MFC Manulife Financial Corporation
-0.01%
-$34.7 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$316.69 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$400.06 Events
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Dividends
Dividend Analysis
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| Trades 649 | Longs Won 525/649 80% | Profit Factor 25.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $265,368.85 |
| Average Win $78,230.92 | Best Trade (Jul 13) $3.54M | Sharpe Ratio -13.41 |
| Average Loss -$12,957.72 | Worst Trade (Sep 29) -$134,689 | Z-Score 26.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 2d | Expectancy $60,808.13 |
| 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 | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
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