Long-term investor
Morris Financial Concepts, Inc. @morrisfinancialconceptsi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001387386).
Record
- Tracked since 2025-06-30 (449 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +2.3% · 1 year n/a · all -3.7%
- Max drawdown n/a · win rate 73% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 13.8% · long · since 2025-06-30
- 808524201 · 12.8% · long · since 2025-06-30
- 46432F842 · 6.1% · long · since 2025-06-30
- 464287804 · 5.6% · long · since 2025-06-30
- 921937827 · 3.8% · long · since 2025-06-30
- 808524607 · 3.4% · long · since 2025-06-30
- 464287457 · 3.2% · long · since 2025-06-30
- 46432F859 · 2.8% · long · since 2025-06-30
- 25434V708 · 2.7% · long · since 2025-06-30
- 464288679 · 2.6% · long · since 2025-06-30
- 78462F103 · 2.1% · long · since 2025-06-30
- 464287309 · 1.7% · long · since 2025-06-30