Long-term investor

American Financial Advisors, LLC @americanfinancialadvisor

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767898).

Record

  • Tracked since 2025-06-30 (441 days), 18 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.5% · 6 months n/a · 1 year +17.2% · all +17.2%
  • Max drawdown n/a · win rate 38% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46090E103 · 10.6% · long · since 2025-06-30
  • VIGI · 5.3% · long · since 2025-06-30
  • IWB · 5.2% · long · since 2025-06-30
  • VBK · 5.0% · long · since 2025-06-30
  • BRK-B · 4.9% · long · since 2025-06-30
  • VIG · 4.8% · long · since 2025-06-30
  • VCIT · 4.3% · long · since 2025-06-30
  • VCSH · 4.3% · long · since 2025-06-30
  • FTCS · 4.2% · long · since 2025-06-30
  • SCHD · 3.6% · long · since 2025-06-30
  • VO · 3.3% · long · since 2025-06-30
  • XLV · 3.1% · long · since 2025-06-30

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