Arthur Garcia Portfolio

Invests via Atlas Financial Advisors Inc. | Managed by Arthur Cole Garcia, Steven Paul Van Metre

Invests via Atlas Financial Advisors Inc.

Managed by Arthur Cole Garcia, Steven Paul Van Metre

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Arthur Garcia Profile

With extensive experience in corporate finance and strategy, Arthur Garcia has made significant contributions to various investment landscapes. His career includes pivotal roles in high-growth organizations, where he focused on scaling operations and optimizing financial performance. As a recognized leader, he is adept at navigating complex transactions and fostering strategic partnerships that drive value creation. Known for his analytical acumen and commitment to innovation, he engages actively in entrepreneurial ventures aimed at reshaping market dynamics. Garcia's influence extends beyond traditional business circles, marking him as a prominent figure among investors seeking impactful opportunities.

Investment Philosophy & Strategy

Investment decisions are profoundly influenced by Arthur Garcia's entrepreneurial mindset and strategic insights. With a knack for identifying emerging trends, he emphasizes innovation in every venture he engages with. His background in corporate finance informs a dynamic approach to value generation, allowing him to assess market potential rigorously. By prioritizing operational excellence alongside scalable business models, he positions himself to capture significant growth opportunities while maintaining a focus on sustainable development. This blend of financial acumen and visionary thinking defines his investment philosophy.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

34.7%

Gain +0.94%

Monthly

0.03%

Yearly

0.36%

Drawdown

31.51%

$74.07M

Equity

Holdings

$74.07M

Investment

$58.17M

$241,140.2

Profit +$747,465.01

Realized

-$15.67M

Unrealized

$15.91M

Dividends

$8.32M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.94%

Profit

$747,465.01

Win %

77%

This Week

Compared To Last Week

Gain

1.02%

Profit

$747,465.01

Win %

77%

This Month

Compared to last month

Gain

-0.03%

Profit

-$20,812.54

Win %

77%

This Year

Compared to last year

Gain

6.57%

Profit

$4.57M

Win %

77%

Gainers
Losers

XSD SPDR S&P Semiconductor ETF

+4.51%

+$29,193.78

NVDA NVIDIA Corporation

+3.16%

+$20,131.98

AMZN Amazon.com Inc

+3.09%

+$9,698.92

QQQ Invesco QQQ Trust, Series 1

+3.06%

+$288,163.66

GLD SPDR Gold Shares

+2.54%

+$27,653.09

MSFT Microsoft Corp.

+2.33%

+$9,635.41

SCHG Schwab U.S. Large-Cap Growth ETF

+2.3%

+$18,728.71

AAPL Apple Inc.

+1.71%

+$7,161.24

SPY SPDR S&P 500 ETF Trust

+1.7%

+$318,008.43

XAR SPDR S&P Aerospace & Defense ETF

+1.44%

+$16,786.2

VO Vanguard Mid-Cap ETF

+1.36%

+$3,762.78

HYSA BondBloxx USD High Yield Bond Sector Rotation ETF

+0.64%

+$6,286.72

HD The Home Depot, Inc.

+0.54%

+$937.19

WU Western Union Co.

+0.46%

+$426.69

CORN Teucrium Corn Fund

+0.39%

+$2,153.64

XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF

+0.3%

+$1,163.3

BBBL BondBloxx BBB Rated 10+ Year Corporate Bond ETF

+0.27%

+$5,807.19

XSMO Invesco S&P SmallCap Momentum ETF

+0.26%

+$2,307.13

HYG iShares iBoxx $ High Yield Corporate Bond ETF

+0.16%

+$18,256.62

BBBI BondBloxx BBB Rated 5-10 Year Corporate Bond ETF

+0.14%

+$1,940.75

FLTR VanEck IG Floating Rate ETF

+0.1%

+$1,445.28

SCHP Schwab U.S. TIPS ETF

+0.09%

+$839.95

BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF

+0.05%

+$405.55

GBIL Goldman Sachs Access Treasury 0-1 Year ETF

+0.01%

+$78.14

TMF Direxion Daily 20+ Year Treasury Bull 3X Shares

+0.01%

+$86.82

VBR VANGUARD SMALL-CAP VALUE ETF

+0.01%

+$102.33

COM Direxion Auspice Broad Commodity Strategy ETF

LAAC

OXY Occidental Petroleum Corporation

-3.25%

-$7,558.72

O Realty Income Corporation

-0.95%

-$4,014.47

AUSF Global X Adaptive U.S. Factor ETF

-0.66%

-$1,595.88

VHT Vanguard Health Care ETF

-0.51%

-$2,182.51

SCHD Schwab U.S. Dividend Equity ETF

-0.43%

-$2,679.46

ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund

-0.32%

-$19,056.8

COST Costco Wholesale Corporation

-0.26%

-$734.39

IPKW Invesco International Buyback Achievers ETF

-0.16%

-$1,234.14

COWZ Pacer US Cash Cows 100 ETF

-0.15%

-$5,732.49

LOW Lowe's Companies Inc.

-0.14%

-$443.52

TLT iShares 20+ Year Treasury Bond ETF

-0.08%

-$1,520.87

TAXX BondBloxx IR+M Tax-Aware Short Duration ETF

-0.02%

-$58.67

Events

Dividends

Dividend Analysis

No Data

Trades 342	Longs Won 202/342 59%	Profit Factor 1.01
Profitability	Shorts Won 0/0 0%	Standard Deviation $730,794.58
Average Win $152,306.52	Best Trade (Jun 15) $7.96M	Sharpe Ratio -9.5
Average Loss -$218,034.12	Worst Trade (Dec 31) -$6.48M	Z-Score -2.11 (100%)
Commissions $0	Avg. Trade Length 1y 2w 1d	Expectancy $705.09

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	62.45%	71.96%	78.18%	82.92%	86.79%	90.08%	92.97%	95.54%	97.87%
Consecutive Losing Trades	340	306	272	238	204	170	136	102	68	34