ATLANTA FINANCIAL ASSOCIATES LLC /ADV
ATLANTA FINANCIAL ASSOCIATES LLC /ADV latest Q4_2020 13F filings reported $214,079,000 in market value on this 2021-01-21 report date . The portfolio quarterly return is 9.96%. This fund has 78 securities concentrations of 100% weights.
ATLANTA FINANCIAL ASSOCIATES LLC /ADV largest holding is SCHWAB US AGGREGATE BOND ETF with weight of 31.06% and $66,492,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
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