Long-term investor
First Affirmative Financial Network @firstaffirmativefinancia
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001656282).
Record
- Tracked since 2024-12-31 (660 days), 466 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +12.0% · 1 year +13.5% · all +32.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.9% · long · since 2025-03-31
- 78468R747 · 3.7% · long · since 2025-09-30
- 808524805 · 3.6% · long · since 2026-09-30
- AAPL · 3.4% · long · since 2025-03-31
- 808524409 · 3.0% · long · since 2026-09-30
- MSFT · 2.2% · long · since 2025-03-31
- 808524300 · 1.9% · long · since 2026-09-30
- 78468R101 · 1.9% · long · since 2025-03-31
- 92206C706 · 1.7% · long · since 2025-03-31
- GOOGL · 1.6% · long · since 2025-03-31
- 808524771 · 1.6% · long · since 2026-09-30
- 025072505 · 1.5% · long · since 2025-03-31