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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
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 4.12%
14.86%
$97.448M
1.005M shares@ $96.93 avg price
DFSUDimensional Etf Trust
Recent Activity
Increased 1.76%
13.12%
$86.065M
2.271M shares@ $37.9 avg price
DFSIDimensional Etf Trust
Recent Activity
Decreased -2.47%
4.62%
$30.275M
921,625 shares@ $32.85 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 20.71%
4.47%
$29.309M
723,857 shares@ $40.5 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 9.9%
4.08%
$26.726M
435,493 shares@ $61.38 avg price
DFGRDimensional Etf Trust
Recent Activity
Increased 0.75%
3.24%
$21.243M
831,767 shares@ $25.54 avg price
DFSBDimensional Etf Trust
Recent Activity
Increased 11.57%
3.09%
$20.241M
397,349 shares@ $50.94 avg price
DFSEDimensional Etf Trust
Recent Activity
Decreased -0.05%
2.79%
$18.263M
551,222 shares@ $33.14 avg price
AAPLApple Inc
Recent Activity
Increased 9.55%
2.64%
$17.257M
68,913 shares@ $250.43 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 16.13%
2.6%
$17.043M
583,648 shares@ $29.21 avg price