Fig Financial Advisory Services Inc. /Adv

Long-term investor · OK · @figfinancialadvisoryserv
+2.8%
All time
S&P +30.6%

Long-term investor

Fig Financial Advisory Services Inc. /Adv @figfinancialadvisoryserv

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000753967).

Record

  • Tracked since 2025-06-30 (672 days), 495 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months -0.1% · 1 year +0.2% · all +2.8%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 88636J543 · 34.3% · long · since 2025-09-30
  • 72201R577 · 3.1% · long · since 2026-06-30
  • 46090A879 · 3.0% · long · since 2026-06-30
  • 03463K752 · 2.9% · long · since 2026-09-30
  • 78433H501 · 2.9% · long · since 2026-06-30
  • 72201R833 · 2.7% · long · since 2026-06-30
  • 89834G760 · 2.7% · long · since 2026-06-30
  • 78470P846 · 2.3% · long · since 2026-09-30
  • 69344A784 · 2.2% · long · since 2026-09-30
  • 886364637 · 2.1% · long · since 2025-09-30
  • 81589A304 · 1.8% · long · since 2026-03-31
  • 37954Y699 · 1.8% · long · since 2026-09-30

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