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
Automatically Tracked
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.
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.
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:
21.56%
Gain +1.17%
Monthly
-0.09%
Yearly
-1.08%
Drawdown
29.41%
$74.22M
Equity
Holdings
$74.22M
Investment
$58.17M
-$184,275.23
Profit +$1.22M
Realized
-$16.24M
Unrealized
$16.05M
Dividends
$8.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.17%
Profit
$1.22M
Win %
77%
This Week
Compared To Last Week
Gain
2.48%
Profit
$1.79M
Win %
77%
This Month
Compared to last month
Gain
2.48%
Profit
$1.79M
Win %
77%
This Year
Compared to last year
Gain
6.78%
Profit
$4.71M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$47,481.27 
MSFT Microsoft Corp.
+3.02%
+$14,437.19 
NVDA NVIDIA Corporation
+2.93%
+$17,712.44 
OXY Occidental Petroleum Corporation
+2%
+$4,600.96 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$9,242.74 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$4,731.23 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$8,434.65 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$135,097.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$57,919.8 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$7,844.46 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,148.34 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$1,156.22 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
+0.03%
+$94.79 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$114.08 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$1,460.53 
HYSA BondBloxx USD High Yield Bond Sector Rotation ETF
+0.01%
+$66.18 
LAAC
0%
$0 
WU Western Union Co.
-17.3%
-$16,214.03 
AAPL Apple Inc.
-7.35%
-$35,259.76 
TMF Direxion Daily 20+ Year Treasury Bull 3X Shares
-2.08%
-$11,286.6 
GLD SPDR Gold Shares
-1.49%
-$15,825.89 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-1.24%
-$69,557.51 
LOW Lowe's Companies Inc.
-1.08%
-$3,146.22 
O Realty Income Corporation
-0.87%
-$3,778.32 
VHT Vanguard Health Care ETF
-0.76%
-$3,509.99 
IPKW Invesco International Buyback Achievers ETF
-0.74%
-$5,858.94 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$12,868.9 
CORN Teucrium Corn Fund
-0.62%
-$3,644.63 
HD The Home Depot, Inc.
-0.42%
-$733.93 
BBBL BondBloxx BBB Rated 10+ Year Corporate Bond ETF
-0.29%
-$5,942.29 
COST Costco Wholesale Corporation
-0.24%
-$656.63 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$2,006.2 
AUSF Global X Adaptive U.S. Factor ETF
-0.21%
-$531.96 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,636.8 
BBBI BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
-0.17%
-$2,356.62 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$1,007.94 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.07%
-$222.75 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
-0.05%
-$421.77 
VO Vanguard Mid-Cap ETF
-0.05%
-$138.72 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.03%
-$98.88 Events
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Dividends
Dividend Analysis
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| Trades 342 | Longs Won 210/342 61% | Profit Factor 0.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $743,240.32 |
| Average Win $150,948.29 | Best Trade (Aug 10) $8.38M | Sharpe Ratio -9.79 |
| Average Loss -$241,541.03 | Worst Trade (Dec 31) -$6.48M | Z-Score -1.55 (88.64%) |
| Commissions $0 | Avg. Trade Length 1y 4w 1d | Expectancy -$538.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 307 | 277 | 246 | 215 | 184 | 154 | 123 | 92 | 61 | 31 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Arthur Garcia?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $5.43M, Invesco QQQ Trust, Series 1 - $4.54M, iShares iBoxx $ High Yield Corporate Bond ETF - $1.84M, Pacer US Cash Cows 100 ETF - $1.2M, and U.S. Bancorp - $331,711.07. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $7.7M, iShares 20+ Year Treasury Bond ETF - $5.33M, Simplify US Equity PLUS Downside Convexity ETF - $3.96M, iShares Core U.S. Aggregate Bond ETF - $3.89M, and Simplify Intermediate Term Treasury ETF - $1.57M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Arthur Garcia's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.75M earned over time. The largest contributors to dividend income include PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $1.72M, iShares iBoxx $ High Yield Corporate Bond ETF - $1.63M, SPDR S&P 500 ETF Trust - $792,642.38, iShares 20+ Year Treasury Bond ETF - $787,395.69, and iShares Core U.S. Aggregate Bond ETF - $704,624.71. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Arthur Garcia's monthly returns?
Arthur Garcia's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Arthur Garcia's strategy be considered aggressive or moderate?
Arthur Garcia's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Arthur Garcia's strategy?
Arthur Garcia's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
