DPF

D. Patrick Franklin Portfolio

Invests via First International Bank & Trust | Managed by D. Patrick Franklin

Invests via First International Bank & Trust

Managed by D. Patrick Franklin

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D. Patrick Franklin Profile

D. Patrick Franklin has established a notable career as an operating executive with extensive experience in financial services and corporate governance. His leadership roles within various public and private companies have positioned him at the forefront of strategic decision-making processes, where he has effectively driven growth initiatives and operational efficiencies. With a background steeped in entrepreneurial ventures, Franklin brings a unique perspective to board-level engagements, making substantial contributions to organizational direction and performance enhancement. His profound understanding of market dynamics further enriches his capability in steering organizations toward long-term success.

Investment Philosophy & Strategy

Growth opportunities in the financial services sector are ripe for exploration, particularly with leadership talent like D. Patrick Franklin at the helm of organizations seeking transformation. His blend of operational acumen and entrepreneurial insights fosters an environment where strategic innovations can flourish, allowing businesses to adapt swiftly to market demands. Prioritizing robust governance alongside growth metrics positions him uniquely to capitalize on emerging trends while enhancing performance standards across boardrooms. The ability to align diverse stakeholders under a unified vision not only drives sustainable success but also reinforces organizational resilience in competitive landscapes.

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:

31.51%

Gain +1.2%

Monthly

0.37%

Yearly

4.55%

Drawdown

11.58%

$311.3M

Equity

Holdings

$311.3M

Investment

$258.3M

$62.53M

Profit +$4.04M

Realized

$9.54M

Unrealized

$53M

Dividends

$35.13M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

1.2%

Profit

$4.04M

Win %

81%

This Week

Compared To Last Week

Gain

0.15%

Profit

$478,517.07

Win %

81%

This Month

Compared to last month

Gain

0.06%

Profit

$196,110.34

Win %

81%

This Year

Compared to last year

Gain

7.49%

Profit

$21.69M

Win %

81%

Gainers
Losers

BA Boeing Company

+5.81%

+$12,145

AMGN Amgen Inc.

+4.97%

+$15,962.53

XLK State Street Technology Select Sector SPDR ETF

+3.82%

+$29,359.44

AESR Anfield U.S. Equity Sector Rotation Fund

+3.66%

+$507,792.13

SCHA Schwab U.S. Small-Cap ETF

+3.41%

+$122,330.3

SMLF iShares U.S. Small-Cap Equity Factor ETF

+2.87%

+$430,160.9

SPHQ Invesco S&P 500 Quality ETF

+2.79%

+$1.31M

IWP iShares Russell Mid-Cap Growth ETF

+2.68%

+$5,548.81

SPMD SPDR Portfolio S&P 400 Mid Cap ETF

+2.52%

+$79,517.75

CSCO Cisco Systems, Inc.

+2.4%

+$12,654

LOW Lowe's Companies Inc.

+2.25%

+$4,869.72

XMHQ Invesco S&P MidCap Quality ETF

+2%

+$246,466.44

VUG Vanguard Growth ETF

+1.88%

+$14,233.62

DXJ WisdomTree Japan Hedged Equity Fund

+1.86%

+$441,554.36

VO Vanguard Mid-Cap ETF

+1.85%

+$4,018

AXP American Express Company

+1.74%

+$28,692.3

SPY SPDR S&P 500 ETF Trust

+1.71%

+$362,985.49

GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF

+1.7%

+$8,514.05

VTV Vanguard Value ETF

+1.68%

+$6,949.14

DE Deere & Company

+1.42%

+$16,615.02

AMZN Amazon.com Inc

+1.4%

+$9,756.14

AAPL Apple Inc.

+1.19%

+$13,290.16

MOAT VANECK MORNINGSTAR WIDE MOAT FUND

+1.17%

+$24,180.56

IBM International Business Machines Corporation

+1.09%

+$2,676.05

XLC Communication Services Select Sector SPDR Fund

+1%

+$3,157.94

MCD McDonald's Corporation

+0.93%

+$1,838.38

XLV Health Care Select Sector SPDR Fund

+0.91%

+$3,178.91

RLY SPDR SSGA Multi-Asset Real Return ETF

+0.8%

+$221,425.05

XLF Financial Select Sector SPDR Fund

+0.72%

+$2,118.37

IFLN Invesco Bloomberg Enhanced Fallen Angels ETF

+0.64%

+$1,817.24

VZ Verizon Communications Inc.

+0.36%

+$1,762.05

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

+0.3%

+$5,153.6

MUB iShares National Muni Bond ETF

+0.23%

+$5,051.5

AFIF Anfield Universal Fixed Income Fund

+0.16%

+$113,366.75

LMBS First Trust Low Duration Opportunities ETF

+0.15%

+$15,447.6

BRK-A Berkshire Hathaway Inc.

+0.14%

+$4,930

MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

+0.12%

+$3,725.93

ABBV AbbVie Inc.

+0.11%

+$256

VNQ Vanguard Real Estate ETF

+0.07%

+$748.09

JPST JPMorgan Ultra-Short Income ETF

+0.07%

+$3,911.11

ICSH iShares Short Treasury Bond ETF

+0.06%

+$3,341.46

SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF

+0.04%

+$919.98

JAAA Janus Henderson AAA CLO ETF

+0.01%

+$272.86

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.01%

+$310.04

XOM Exxon Mobil Corporation

-2.61%

-$7,824.63

ADP Automatic Data Processing Inc.

-2.23%

-$10,820.17

CVX Chevron Corporation

-2.01%

-$17,190

MSFT Microsoft Corp.

-1.85%

-$35,676.85

KO The Coca-Cola Company

-1.18%

-$3,137.22

V Visa Inc. Class A

-1.1%

-$3,755.79

PM Philip Morris International Inc.

-1.04%

-$2,895.56

CSR Centerspace Inc.

-0.97%

-$2,200.2

ALKT Alkami Technology, Inc.

-0.93%

-$6,483.4

COST Costco Wholesale Corporation

-0.74%

-$13,066.2

WMT Walmart Inc.

-0.14%

-$3,195.85

BRK-B Berkshire Hathaway Inc.

-$33.92

Events

Dividends

Dividend Analysis

No Data

Trades 914	Longs Won 512/914 56%	Profit Factor 5.37
Profitability	Shorts Won 0/0 0%	Standard Deviation $508,224.6
Average Win $150,110.04	Best Trade (Jun 11) $8.58M	Sharpe Ratio -8.93
Average Loss -$35,626.93	Worst Trade (Mar 31) -$2.57M	Z-Score 0.01 (0.64%)
Commissions $0	Avg. Trade Length 1y 8m 2w 4d	Expectancy $68,418.29

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	8,772	7,895	7,018	6,140	5,263	4,386	3,509	2,632	1,754	877