Long-term investor
Amicus Financial Advisors, LLC @amicusfinancialadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002113629).
Record
- Tracked since 2025-12-31 (261 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.7%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 14.9% · long · since 2025-12-31
- BND · 11.8% · long · since 2025-12-31
- DFAI · 8.0% · long · since 2025-12-31
- BNDW · 7.9% · long · since 2025-12-31
- VTI · 7.7% · long · since 2025-12-31
- DCOR · 3.9% · long · since 2025-12-31
- SCHZ · 3.3% · long · since 2025-12-31
- SCHA · 3.0% · long · since 2025-12-31
- SPDW · 2.9% · long · since 2025-12-31
- DFAE · 2.6% · long · since 2025-12-31
- SCHP · 2.2% · long · since 2025-12-31
- USHY · 2.1% · long · since 2025-12-31