Long-term investor
Shum Financial Group, Inc. @shumfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002044675).
Record
- Tracked since 2025-03-31 (525 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months +7.8% · 1 year +19.5% · all +19.5%
- Max drawdown -2.6% · Sharpe 1.05 · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.6% · long · since 2025-03-31
- 464288877 · 7.2% · long · since 2025-03-31
- 46432F339 · 4.3% · long · since 2025-03-31
- 78468R853 · 3.3% · long · since 2025-03-31
- 464289511 · 3.0% · long · since 2025-03-31
- MSFT · 2.9% · long · since 2025-03-31
- 46434V456 · 2.9% · long · since 2025-03-31
- NVDA · 2.8% · long · since 2025-03-31
- 78463X509 · 2.6% · long · since 2025-03-31
- 78464A508 · 2.5% · long · since 2025-03-31
- 78464A763 · 2.5% · long · since 2025-03-31
- GOOGL · 2.3% · long · since 2025-03-31
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