Long-term investor
Quattro Financial Advisors LLC @quattrofinancialadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001705929).
Record
- Tracked since 2025-06-30 (434 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days +5.5% · 6 months +1.9% · 1 year +9.2% · all +9.2%
- Max drawdown -5.5% · Sharpe 0.35 · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPSB · 7.8% · long · since 2025-06-30
- VGSH · 6.7% · long · since 2025-06-30
- AMZN · 5.6% · long · since 2025-06-30
- MSFT · 5.2% · long · since 2025-06-30
- SPY · 5.1% · long · since 2025-06-30
- MBB · 4.9% · long · since 2025-06-30
- VGIT · 4.5% · long · since 2025-06-30
- XLG · 4.4% · long · since 2025-06-30
- 46090E103 · 4.4% · long · since 2025-06-30
- BRK-B · 2.8% · long · since 2025-06-30
- RSP · 2.7% · long · since 2025-06-30
- VEA · 2.5% · long · since 2025-06-30