Long-term investor
Dynamic Financial Group @dynamicfinancialgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002061178).
Record
- Tracked since 2025-06-30 (445 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +3.1% · 6 months n/a · 1 year +4.4% · all +4.4%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SGOV · 30.8% · long · since 2025-12-31
- JAAA · 16.3% · long · since 2025-12-31
- DE · 8.8% · long · since 2025-12-31
- IWF · 5.4% · long · since 2025-12-31
- VZ · 2.7% · long · since 2025-12-31
- IWD · 2.3% · long · since 2025-12-31
- SLYG · 2.0% · long · since 2025-12-31
- IEFA · 2.0% · long · since 2025-12-31
- BOXX · 1.9% · long · since 2025-12-31
- IWP · 1.3% · long · since 2025-12-31
- PFE · 1.2% · long · since 2025-12-31
- AAPL · 1.2% · long · since 2025-12-31