AP
Anu Prabhu Portfolio
Invests via Altrius Capital Management Inc. | Managed by James M. Russo, Anu Prabhu, Zachary Q. Smith, Brady Gingrich
Invests via Altrius Capital Management Inc.
Managed by James M. Russo, Anu Prabhu, Zachary Q. Smith, Brady Gingrich
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Anu Prabhu Profile
With a strong foundation in finance and technology, Anu Prabhu has made significant strides as an innovative leader in the startup ecosystem. Her expertise spans financial analysis and strategic operational management, enabling her to drive business growth effectively. Having founded multiple ventures that leverage cutting-edge technology solutions, she is dedicated to solving real-world problems through entrepreneurship. Anu's leadership skills are reflected in her ability to assemble diverse teams focused on delivering value-driven results. As a prominent figure among emerging founders, her contributions not only foster economic advancement but also inspire the next generation of innovators.
With a strong foundation in finance and technology, Anu Prabhu has made significant strides as an innovative leader in the startup ecosystem. Her expertise spans financial analysis and strategic operational management, enabling her to drive business growth effectively. Having founded multiple ventures that leverage cutting-edge technology solutions, she is dedicated to solving real-world problems through entrepreneurship. Anu's leadership skills are reflected in her ability to assemble diverse teams focused on delivering value-driven results. As a prominent figure among emerging founders, her contributions not only foster economic advancement but also inspire the next generation of innovators.
Investment Philosophy & Strategy
At the intersection of finance and technology lies Anu Prabhu's investment approach, which emphasizes innovation-driven strategies. By fostering an entrepreneurial mindset, she seeks to identify transformative startups that challenge conventional norms. The emphasis is placed on scalable solutions with the potential to disrupt industries while addressing pressing challenges. Focused on operational excellence, her methodology integrates rigorous financial assessments with strategic growth initiatives, ensuring that each investment resonates with both market demand and technological advancements. Through a keen understanding of sector dynamics, she effectively navigates competitive landscapes to enhance portfolio resilience.
At the intersection of finance and technology lies Anu Prabhu's investment approach, which emphasizes innovation-driven strategies. By fostering an entrepreneurial mindset, she seeks to identify transformative startups that challenge conventional norms. The emphasis is placed on scalable solutions with the potential to disrupt industries while addressing pressing challenges. Focused on operational excellence, her methodology integrates rigorous financial assessments with strategic growth initiatives, ensuring that each investment resonates with both market demand and technological advancements. Through a keen understanding of sector dynamics, she effectively navigates competitive landscapes to enhance portfolio resilience.
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:
37.01%
Gain +0.51%
Monthly
0.78%
Yearly
9.73%
Drawdown
12.93%
$457.1M
Equity
Holdings
$457.1M
Investment
$333M
$159.3M
Profit +$2.71M
Realized
$35.2M
Unrealized
$124.09M
Dividends
$47.69M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.51%
Profit
$2.71M
Win %
75%
This Week
Compared To Last Week
Gain
1.73%
Profit
$7.78M
Win %
75%
This Month
Compared to last month
Gain
1.27%
Profit
$5.75M
Win %
75%
This Year
Compared to last year
Gain
12.31%
Profit
$50.11M
Win %
75%
BNPQY BNP Paribas S.A. ADR
+3.24%
+$379,940 
TSN Tyson Foods Inc.
+3.2%
+$166,638.26 
EMN Eastman Chemical Company
+2.58%
+$152,547.57 
VZ Verizon Communications Inc.
+2.46%
+$142,070.77 
JPM JPMorgan Chase & Co.
+2.3%
+$129,870 
PM Philip Morris International Inc.
+2.04%
+$158,766.24 
HBAN Huntington Bancshares Incorporated
+1.86%
+$100,936 
LYB LyondellBasell Industries N.V.
+1.73%
+$215,506.95 
STT State Street Corp
+1.63%
+$119,077.76 
BTI British American Tobacco p.l.c. ADR
+1.55%
+$158,404.9 
DVN Devon Energy Corporation
+1.54%
+$102,384.21 
BAC Bank of America Corporation
+1.52%
+$88,418.4 
CAT Caterpillar Inc.
+1.48%
+$113,113.44 
PUBGY Publicis Groupe S.A. ADR
+1.4%
+$129,052.8 
PAYX Paychex Inc.
+1.39%
+$58,251.18 
ABBV AbbVie Inc.
+1.3%
+$71,423.33 
C Citigroup Inc.
+1.27%
+$91,388.13 
APD Air Products and Chemicals, Inc.
+1.26%
+$71,074.5 
AFL Aflac Inc.
+1.16%
+$6,054.75 
JNJ Johnson & Johnson
+1.07%
+$75,064.35 
BEN Franklin Resources Inc.
+0.99%
+$72,341.64 
ABEV Ambev S.A.
+0.93%
+$120,731.19 
MSM MSC Industrial Direct Co., Inc.
+0.93%
+$62,981.27 
PG Procter & Gamble Co
+0.85%
+$42,173.02 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.84%
+$88,639.2 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$4,824.59 
PSX Phillips 66
+0.79%
+$56,009.4 
RHHBY Roche Holding AG
+0.76%
+$76,422.06 
CVX Chevron Corporation
+0.75%
+$47,073.26 
SBUX Starbucks Corporation
+0.75%
+$46,461.51 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$2,063.04 
MO Altria Group, Inc.
+0.72%
+$49,561.03 
KHC The Kraft Heinz Company
+0.7%
+$33,741.77 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$22,193.82 
DIVD Altrius Global Dividend ETF
+0.66%
+$44,174.62 
DOW Dow Inc.
+0.62%
+$46,385.43 
GNTX Gentex Corporation
+0.62%
+$34,365.12 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$6,458.85 
VCISY Vinci S.A.
+0.61%
+$57,063.6 
IVV iShares Core S&P 500 ETF
+0.58%
+$1,625.4 
DOL WisdomTree International LargeCap Dividend Fund
+0.48%
+$2,260.44 
RBGLY Reckitt Benckiser Group plc Sponsored ADR
+0.48%
+$34,132.72 
PEP PepsiCo, Inc.
+0.4%
+$20,184.58 
GD General Dynamics Corporation
+0.38%
+$22,454.55 
AOA iShares Core Aggressive Allocation ETF
+0.33%
+$1,106.24 
TTE TotalEnergies SE
+0.32%
+$42,139.16 
SNY Sanofi American Depositary Receipt
+0.32%
+$27,252.26 
XOM Exxon Mobil Corporation
+0.29%
+$19,050.18 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$4,665.95 
BP BP p.l.c. Sponsored ADR
+0.21%
+$24,803.46 
PFE Pfizer Inc.
+0.15%
+$7,878.96 
RY Royal Bank of Canada
+0.14%
+$18,362.12 
MSFT Microsoft Corp.
+0.1%
+$270 
BXP Boston Properties, Inc.
+0.07%
+$3,739 
TM Toyota Motor Corporation
+0.07%
+$5,494.47 
13961R100
0%
$0 
21036P108
0%
$0 
25157Y202
0%
$0 
25746U109
0%
$0 
37733W204
0%
$0 
46138J452
0%
$0 
46138J635
0%
$0 
68389X105
0%
$0 
78462F103
0%
$0 
78464A854
0%
$0 
AXAHY Axa S.A. Sponsored ADR
0%
$0 
AZN
0%
$0 
BSJR Invesco Bulletshares 2027 High Yield Fund
0%
$0 
G5960L103
0%
$0 
N6596X109
0%
$0 
BAESY BAE Systems plc
-4.25%
-$425,267.34 
LLY Eli Lilly and Company
-2.41%
-$33,987.2 
LMT Lockheed Martin Corporation
-1.54%
-$95,882.04 
AAPL Apple Inc.
-1.52%
-$27,324 
MRK Merck & Co., Inc.
-1.41%
-$99,007.65 
IBM International Business Machines Corporation
-0.97%
-$50,367.07 
CSCO Cisco Systems, Inc.
-0.6%
-$56,047.94 
MDLZ Mondelez International, Inc.
-0.58%
-$1,894.4 
NVS Novartis AG Sponsored ADR
-0.57%
-$65,932.24 
ETN Eaton Corporation plc
-0.55%
-$56,412.12 
UPS United Parcel Service, Inc.
-0.52%
-$31,935.49 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-0.26%
-$26,263.42 
GILD Gilead Sciences Inc.
-0.21%
-$12,153.7 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.09%
-$442.68 
NSRGY Nestle S.A. Sponsored ADR
-0.05%
-$4,430 
BSJU Invesco BulletShares 2030 High Yield Fund
-0.02%
-$225.24 Events
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Dividends
Dividend Analysis
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| Trades 1273 | Longs Won 895/1273 70% | Profit Factor 5.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $520,549.26 |
| Average Win $216,839.22 | Best Trade (Jun 12) $6.07M | Sharpe Ratio -10.67 |
| Average Loss -$91,994.43 | Worst Trade (Sep 29) -$2.37M | Z-Score 9.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 2d | Expectancy $125,135.28 |
| 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 | 4,975 | 4,478 | 3,980 | 3,483 | 2,985 | 2,488 | 1,990 | 1,493 | 995 | 498 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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