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Atlanta Financial Associates

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
582000523
SEC advisor number
801-114127
FINRA CRD number
126703
AUM ?
$783.6M (as of 25 Mar 21)
Accounts
2,026 (as of 25 Mar 21)
Employees
20 (9 investment advisory or research)
Address
Atlanta Financial Associates
5901-B PEACHTREE DUNWOODY RD.
STE 275
ATLANTA
GA 30328
Phone
7702615380

Investment data

Data from SEC filings
Top 50 of 78 long holdings
End of quarter 31 Mar 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$66.33M 1.18M 1.19M -0.2
$36.51M 97.26K 97.29K -0.0
$30.78M 451.48K 450.83K +0.1
$19.45M 315.69K 316.21K -0.2
$7.25M 79.7K 79.61K +0.1
$3.55M 26.75K 26.75K 0
Vanguard Specialized Funds
$3.54M 25.09K 24.99K +0.4
$3.11M 10.16K 10.09K +0.7
$2.34M 26.34K 26.34K 0
$2.33M 10.46K 10.46K 0
$2.22M 24.26K 24.26K 0
$2.19M 12.97K 12.97K 0
$1.74M 19.14K 19.14K 0
$1.67M 8.06K 8.06K 0
$1.54M 2.19K 2.19K 0
$1.39M 21.67K 21.67K 0
$1.21M 22.75K 22.75K 0
$1.06M 3.37K 3.37K 0
$1M 3.27K 3.27K 0
$984K 7.66K 7.66K 0
$887.06K 21.99K 21.99K 0
$886K 3.5K 3.5K 0
$862K 4.43K 4.4K +0.7
$849K 9.33K 9.33K 0
$808K 583 583 0
$800K 3.45K 3.45K 0
$797K 11.3K 13.22K -14.5
$794K 14.48K 14.48K 0
$754K 9.26K 9.26K 0
$683K 3.51K 3.51K 0
$591K 11.49K 11.49K 0
$570K 3.15K 3.15K 0
$558K 4.72K 4.72K 0
$554K 1.03K 1.03K 0
$540K 15K 15K 0
$515K 8.65K 8.65K 0
$509K 13.4K 13.4K 0
$493K 3.06K 3.06K 0
$478K 1.27K 1.27K 0
$447K 2K 2K 0
$440K 135 135 0
$416K 7.7K 7.7K 0
$390K 2.63K 2.63K 0
$386K 1.03K 1.03K 0
$381.19K 9.87K 9.87K 0
$378K 1.93K 1.93K 0
$359K 205 205 0
$344K 1.57K 1.57K 0
$327K 7.1K 7.1K 0
$323K 1.92K 1.92K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings