Long-term investor
Captrust Financial Advisors @captrustfinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001512024).
Record
- Tracked since 2025-06-30 (446 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year +13.6% · all +13.6%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 5.3% · long · since 2025-06-30
- AAPL · 3.6% · long · since 2025-06-30
- 921943858 · 3.3% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- 464287457 · 2.6% · long · since 2025-06-30
- 922908744 · 2.3% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- 02079K305 · 1.9% · long · since 2025-06-30
- 46432F834 · 1.6% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30
- 808524771 · 1.4% · long · since 2025-06-30
- 922908751 · 1.3% · long · since 2025-06-30