Long-term investor
Capital Financial Group Inc.\Co.\ /Adv @capitalfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001061555).
Record
- Tracked since 2025-12-31 (257 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +4.4% · 6 months n/a · 1 year n/a · all +5.3%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 9.8% · long · since 2025-12-31
- GSIE · 7.0% · long · since 2025-12-31
- USMV · 6.6% · long · since 2025-12-31
- SPEM · 3.4% · long · since 2025-12-31
- GSSC · 3.1% · long · since 2025-12-31
- IJH · 3.0% · long · since 2025-12-31
- SPAB · 2.9% · long · since 2025-12-31
- FIXD · 2.6% · long · since 2025-12-31
- JPM · 2.6% · long · since 2025-12-31
- AAPL · 2.3% · long · since 2025-12-31
- GIGB · 2.2% · long · since 2025-12-31
- GBIL · 2.1% · long · since 2025-12-31