Long-term investor

Center For Asset Management LLC @centerforassetmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844878).

Record

  • Tracked since 2025-06-30 (441 days), 155 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.9% · 6 months n/a · 1 year +16.0% · all +16.0%
  • Max drawdown n/a · win rate 26% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • VOO · 6.8% · long · since 2025-06-30
  • MINT · 4.0% · long · since 2025-06-30
  • MGK · 3.9% · long · since 2025-06-30
  • BNDX · 3.7% · long · since 2025-06-30
  • IEFA · 3.1% · long · since 2025-06-30
  • GOVT · 2.8% · long · since 2025-06-30
  • MGV · 2.7% · long · since 2025-06-30
  • USIG · 2.3% · long · since 2025-06-30
  • IEI · 2.1% · long · since 2025-06-30
  • MSFT · 2.1% · long · since 2025-06-30
  • AAPL · 2.0% · long · since 2025-06-30
  • NVDA · 2.0% · long · since 2025-06-30

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