ATLANTA FINANCIAL ASSOCIATES LLC /ADV has disclosed 77 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2021-03-31. The current portfolio value is calculated to be $213.00 Mil. The turnover rate is 0%.
In ATLANTA FINANCIAL ASSOCIATES LLC /ADV's current portfolio as of 2021-03-31, the top 5 holdings are
Schwab US Aggregate Bond ETF (SCHZ), iShares Core S&P 500 ETF (IVV), Schwab U.S. Mid-Cap ETF (SCHM), Vanguard Short-Term Government Bond ETF (VGSH), Schwab U.S. Large-Cap ETF (SCHX), not including call and put options.
ATLANTA FINANCIAL ASSOCIATES LLC /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for ATLANTA FINANCIAL ASSOCIATES LLC /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for ATLANTA FINANCIAL ASSOCIATES LLC /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for ATLANTA FINANCIAL ASSOCIATES LLC /ADV.
