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 (547 days), 406 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months n/a · 1 year +21.4% · all n/a
- Max drawdown -3.4% · Sharpe 1.27 · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 88636J543 · 33.8% · long · since 2025-06-30
- 72201R577 · 3.0% · long · since 2026-06-30
- 81752T486 · 2.7% · long · since 2026-06-30
- 33739Q200 · 2.5% · long · since 2026-06-30
- 092528603 · 2.5% · long · since 2026-06-30
- 35473P868 · 2.1% · long · since 2026-06-30
- 89157W707 · 2.0% · long · since 2026-06-30
- 886364603 · 2.0% · long · since 2026-06-30
- 97717W430 · 1.9% · long · since 2026-06-30
- 09661T826 · 1.9% · long · since 2025-09-30
- 464287713 · 1.8% · long · since 2026-06-30
- 025072216 · 1.5% · long · since 2026-06-30