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Sean Murray

@Quantum Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$656.055MTotal holdings189
Assets growth rate2.69%Assets growth rate (2-Q avg)7.44%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Quantum Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Quantum Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 656.055M in assets, with a quarterly growth rate of 2.69% and a 2-quarter average growth rate of 7.44%. The portfolio is managed by Sean Murray, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFSIDimensional Etf Trust
Recent Activity
Decreased -2.47%
4.62%
$30.275M
921,625 shares@ $32.85 avg price
DFSEDimensional Etf Trust
Recent Activity
Decreased -0.05%
2.79%
$18.263M
551,222 shares@ $33.14 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -4.08%
2.53%
$16.556M
297,456 shares@ $55.66 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -3.04%
2.48%
$16.219M
275,879 shares@ $58.79 avg price
AVREAmerican Centy Etf Tr
Recent Activity
Decreased -5.42%
2.34%
$15.311M
365,236 shares@ $41.93 avg price
AVIGAmerican Centy Etf Tr
Recent Activity
Decreased -10.61%
0.7%
$4.548M
112,096 shares@ $40.58 avg price
IBIBIshares Tr
Recent Activity
Decreased -32.93%
0.58%
$3.795M
149,878 shares@ $25.33 avg price
IBMNIshares Tr
Recent Activity
Decreased -33.29%
0.4%
$2.567M
96,441 shares@ $26.62 avg price
IBDQIshares Tr
Recent Activity
Decreased -27.87%
0.38%
$2.488M
99,309 shares@ $25.06 avg price
DFCFDimensional Etf Trust
Recent Activity
Decreased -1.23%
0.29%
$1.9M
46,034 shares@ $41.27 avg price