Equitable

Mark Pearson

Annualized+25.20%
Alpha+11.88%
Total Return+312.16%
Start Date2020-05-16
Years Tracked6y 3m 21d
Top HoldingsTop 5
Max Drawdown21.15%
Recovery Period1y 2m 18d
Sharpe Ratio0.99
Composite RankRank #18Full Ranking
SEC 13F

Simulated from public holdings data by tracking each institution's top five holdings each quarter. For reference only, not investment advice.

Performance

Annual Returns

Latest Holdings

Latest Period2026-Q2Filing Date2026-08-17