06/30/2022
Top Buys (13F)
- Name% Change
- AVRE Avantis Real E stat... 17.68%
- AVIG Avantis Core Fixed ... 12.63%
- AVUS Avantis U.S. Equity... 10.29%
- VMBS Vanguard Mortgage-B... 9.62%
- EMXC ISHARES MSCI EMERGI... 6.55%
06/30/2022
Top Sells (13F)
- Name% Change
06/30/2022
13F Holdings Summary
- Stock% Port
- AVRE Avantis Real E state ETF 17.68%
- AVIG Avantis Core Fixed Income ETF 12.63%
- AVUS Avantis U.S. Equity ETF 10.29%
- VMBS Vanguard Mortgage-Backed Se... 9.62%
- EMXC ISHARES MSCI EMERGING MARKE... 6.55%
06/30/2022
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for QUANTUM FINANCIAL ADVISORS, LLC
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15
| Performance for Q2 2022: | 3.82% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
QUANTUM FINANCIAL ADVISORS, LLC1240 ROSECRANS AVE# 120
MANHATTAN BEACH CA 90266
Country: United States
Business Phone: (424) 447-8268
Fax:
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Limited Liability Company |
| Organized in: | CA |
| Number of employees: | 12 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | 556,156,000 |
| Total Number of Clients: | 347 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
