FINANCIAL ADVANTAGE, INC.

PrivateCIK: 1518320
Location

COLUMBIA, MD

33
Positions
$65.15M
Total AUM (reported)
1.15M
Total Shares

Allocation by class

TOTAL AUM$65.15M33 positions
COM$35.50M54.5%
GOLD SHS$6.45M9.9%
EXPANDED TECH$6.31M9.7%
CAP STK CL C$4.84M7.4%
COM NEW$3.31M5.1%
ORD$2.29M3.5%
SHS$1.71M2.6%

Portfolio Concentration

Top 327.0%4–1030.7%11–2537.8%Rest4.6%TOP 1057.7%0%100%
Top 3$17.60M27.0%
4–10$19.98M30.7%
11–25$24.61M37.8%
Rest$2.96M4.6%

Top 3 weight

27.0%

Top 10 weight

57.7%

Voting Authority Distribution

Total shares with voting rights: 1.15M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.15M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole33
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings33
Rows:

SPDR GOLD TR

SOLE
GOLD SHS
Shares37.63K
TypeSH
Market value$6.45M
9.90%
Sole
0.00
Shared
0.00
None
37.63K

ISHARES TR

SOLE
EXPANDED TECH
Shares18.48K
TypeSH
Market value$6.31M
9.68%
Sole
0.00
Shared
0.00
None
18.48K

ALPHABET INC

SOLE
CAP STK CL C
Shares36.70K
TypeSH
Market value$4.84M
7.43%
Sole
0.00
Shared
0.00
None
36.70K

TJX COS INC NEW

SOLE
COM
Shares37.38K
TypeSH
Market value$3.32M
5.10%
Sole
0.00
Shared
0.00
None
37.38K

BOOKING HOLDINGS INC

SOLE
COM
Shares1.07K
TypeSH
Market value$3.29M
5.06%
Sole
0.00
Shared
0.00
None
1.07K

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares51.05K
TypeSH
Market value$2.96M
4.55%
Sole
0.00
Shared
0.00
None
51.05K

CISCO SYS INC

SOLE
COM
Shares51.28K
TypeSH
Market value$2.76M
4.23%
Sole
0.00
Shared
0.00
None
51.28K

DISNEY WALT CO

SOLE
COM
Shares34K
TypeSH
Market value$2.76M
4.23%
Sole
0.00
Shared
0.00
None
34K

F N B CORP

SOLE
COM
Shares240.82K
TypeSH
Market value$2.60M
3.99%
Sole
0.00
Shared
0.00
None
240.82K

ARCH CAP GROUP LTD

SOLE
ORD
Shares28.75K
TypeSH
Market value$2.29M
3.52%
Sole
0.00
Shared
0.00
None
28.75K

KINDER MORGAN INC DEL

SOLE
COM
Shares135.57K
TypeSH
Market value$2.25M
3.45%
Sole
0.00
Shared
0.00
None
135.57K

GLOBAL PMTS INC

SOLE
COM
Shares16.17K
TypeSH
Market value$1.87M
2.86%
Sole
0.00
Shared
0.00
None
16.17K

SOUTHERN CO

SOLE
COM
Shares28.20K
TypeSH
Market value$1.83M
2.80%
Sole
0.00
Shared
0.00
None
28.20K

UNION PAC CORP

SOLE
COM
Shares8.79K
TypeSH
Market value$1.79M
2.75%
Sole
0.00
Shared
0.00
None
8.79K

RTX CORPORATION

SOLE
COM
Shares24.33K
TypeSH
Market value$1.75M
2.69%
Sole
0.00
Shared
0.00
None
24.33K

SMUCKER J M CO

SOLE
COM NEW
Shares14.11K
TypeSH
Market value$1.73M
2.66%
Sole
0.00
Shared
0.00
None
14.11K

MEDTRONIC PLC

SOLE
SHS
Shares21.83K
TypeSH
Market value$1.71M
2.63%
Sole
0.00
Shared
0.00
None
21.83K

SPDR SER TR

SOLE
S&P BIOTECH
Shares22.74K
TypeSH
Market value$1.66M
2.55%
Sole
0.00
Shared
0.00
None
22.74K

US BANCORP DEL

SOLE
COM NEW
Shares47.67K
TypeSH
Market value$1.58M
2.42%
Sole
0.00
Shared
0.00
None
47.67K

FOX CORP

SOLE
CL A COM
Shares50.20K
TypeSH
Market value$1.57M
2.40%
Sole
0.00
Shared
0.00
None
50.20K

QUEST DIAGNOSTICS INC

SOLE
COM
Shares12.80K
TypeSH
Market value$1.56M
2.39%
Sole
0.00
Shared
0.00
None
12.80K

ARES CAPITAL CORP

SOLE
COM
Shares80.02K
TypeSH
Market value$1.56M
2.39%
Sole
0.00
Shared
0.00
None
80.02K

SYSCO CORP

SOLE
COM
Shares23.16K
TypeSH
Market value$1.53M
2.35%
Sole
0.00
Shared
0.00
None
23.16K

REGENCY CTRS CORP

SOLE
COM
Shares20.75K
TypeSH
Market value$1.23M
1.89%
Sole
0.00
Shared
0.00
None
20.75K

AT&T INC

SOLE
COM
Shares66.45K
TypeSH
Market value$998.0K
1.53%
Sole
0.00
Shared
0.00
None
66.45K
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