U.S. Markets close in 6 hrs 19 mins
  • S&P 500

    4,266.48
    +24.64 (+0.58%)
     
  • Dow 30

    34,136.98
    +262.74 (+0.78%)
     
  • Nasdaq

    14,382.87
    +111.14 (+0.78%)
     
  • Russell 2000

    2,303.47
    +7.52 (+0.33%)
     
  • Crude Oil

    72.65
    -0.43 (-0.59%)
     
  • Gold

    1,784.90
    +1.50 (+0.08%)
     
  • Silver

    26.18
    +0.07 (+0.28%)
     
  • EUR/USD

    1.1949
    +0.0016 (+0.1314%)
     
  • 10-Yr Bond

    1.4890
    +0.0020 (+0.13%)
     
  • Vix

    15.39
    -1.27 (-7.62%)
     
  • GBP/USD

    1.3920
    -0.0043 (-0.3090%)
     
  • USD/JPY

    110.7790
    -0.1830 (-0.1649%)
     
  • BTC-USD

    33,966.67
    -250.89 (-0.73%)
     
  • CMC Crypto 200

    817.97
    +31.36 (+3.99%)
     
  • FTSE 100

    7,108.79
    +34.73 (+0.49%)
     
  • Nikkei 225

    28,875.23
    +0.34 (+0.00%)
     

Atlanta Financial Associates Llc Buys Vanguard FTSE Emerging Markets ETF, Sells Vanguard Value ETF

·2 min read

- By insider

Investment company Atlanta Financial Associates Llc (Current Portfolio) buys Vanguard FTSE Emerging Markets ETF, sells Vanguard Value ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Atlanta Financial Associates Llc . As of 2021Q1, Atlanta Financial Associates Llc owns 77 stocks with a total value of $213 million. These are the details of the buys and sells.

  • Added Positions: VWO,

  • Reduced Positions: VTV, WPC,


For the details of ATLANTA FINANCIAL ASSOCIATES LLC 's stock buys and sells,
go to https://www.gurufocus.com/guru/atlanta+financial+associates+llc+/current-portfolio/portfolio

These are the top 5 holdings of ATLANTA FINANCIAL ASSOCIATES LLC

  1. Schwab US Aggregate Bond ETF (SCHZ) - 1,183,774 shares, 31.08% of the total portfolio. Shares reduced by 0.25%

  2. iShares Core S&P 500 ETF (IVV) - 97,263 shares, 17.11% of the total portfolio. Shares reduced by 0.02%

  3. Schwab U.S. Mid-Cap ETF (SCHM) - 451,483 shares, 14.42% of the total portfolio. Shares added by 0.14%

  4. Vanguard Short-Term Government Bond ETF (VGSH) - 315,686 shares, 9.11% of the total portfolio. Shares reduced by 0.16%

  5. Schwab U.S. Large-Cap ETF (SCHX) - 79,697 shares, 3.40% of the total portfolio. Shares added by 0.11%

Added: Vanguard FTSE Emerging Markets ETF (VWO)

Atlanta Financial Associates Llc added to a holding in Vanguard FTSE Emerging Markets ETF by 21.64%. The purchase prices were between $50.28 and $56.42, with an estimated average price of $53.17. The stock is now traded at around $52.451900. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,183 shares as of 2021-03-31.



Here is the complete portfolio of ATLANTA FINANCIAL ASSOCIATES LLC . Also check out:

1. ATLANTA FINANCIAL ASSOCIATES LLC 's Undervalued Stocks

2. ATLANTA FINANCIAL ASSOCIATES LLC 's Top Growth Companies, and

3. ATLANTA FINANCIAL ASSOCIATES LLC 's High Yield stocks

4. Stocks that ATLANTA FINANCIAL ASSOCIATES LLC keeps buyingThis article first appeared on GuruFocus.