Long-term investor
Envestnet Asset Management Inc. @envestnetassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001407543).
Record
- Tracked since 2025-06-30 (434 days), 45 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months +8.2% · 1 year +14.1% · all +14.1%
- Max drawdown -2.2% · Sharpe 0.82 · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 7.3% · long · since 2025-06-30
- IUSB · 2.0% · long · since 2025-06-30
- DYNF · 1.8% · long · since 2025-06-30
- VOO · 1.8% · long · since 2025-06-30
- IVW · 1.6% · long · since 2025-06-30
- VEA · 1.5% · long · since 2025-06-30
- IEMG · 1.4% · long · since 2025-06-30
- IVE · 1.3% · long · since 2025-06-30
- VUG · 1.2% · long · since 2025-06-30
- VTV · 1.2% · long · since 2025-06-30
- NVDA · 1.1% · long · since 2025-06-30
- IEFA · 1.1% · long · since 2025-06-30