Long-term investor
Carr Financial Group Corp. @carrfinancialgroupcorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001931232).
Record
- Tracked since 2025-06-30 (434 days), 148 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months +11.9% · 1 year +18.3% · all +18.3%
- Max drawdown -0.9% · Sharpe 1.32 · win rate 34% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BND · 7.3% · long · since 2025-06-30
- VIG · 7.0% · long · since 2025-06-30
- EMXC · 6.8% · long · since 2025-06-30
- IQLT · 6.5% · long · since 2025-06-30
- HELO · 4.1% · long · since 2025-06-30
- VTI · 4.0% · long · since 2025-06-30
- SHYG · 3.7% · long · since 2025-06-30
- GARP · 3.5% · long · since 2026-03-31
- 46090E103 · 3.4% · long · since 2025-06-30
- IJH · 2.5% · long · since 2025-06-30
- JEPQ · 2.0% · long · since 2025-06-30
- AVUV · 1.9% · long · since 2025-06-30