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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
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
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 5.36%
2.4%
$15.734M
347,025 shares@ $45.35 avg price
AVREAmerican Centy Etf Tr
Recent Activity
Decreased -5.42%
2.34%
$15.311M
365,236 shares@ $41.93 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 14.58%
2.11%
$13.824M
212,415 shares@ $65.08 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 9.52%
2.1%
$13.729M
516,699 shares@ $26.57 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 0.47%
1.47%
$9.628M
99,743 shares@ $96.54 avg price
DFGPDimensional Etf Trust
Recent Activity
Increased 39.75%
1.38%
$8.99M
170,176 shares@ $52.83 avg price
DFUSDimensional Etf Trust
Recent Activity
1.02%
$6.689M
104,920 shares@ $63.76 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.3%
1.02%
$6.655M
15,790 shares@ $421.5 avg price