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Patricia Buchholtz

@Eclectic Associates Inc Adv

Latest period2024 - Q3ReportedManaged Assets$253.451MTotal holdings101
Assets growth rate12.7%Assets growth rate (2-Q avg)7.67%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Eclectic Associates Inc Adv's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Eclectic Associates Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 253.451M in assets, with a quarterly growth rate of 12.7% and a 2-quarter average growth rate of 7.67%. The portfolio is managed by Patricia Buchholtz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BAXBaxter Intl Inc
Recent Activity
Exited
0%
$388,543
11,616 shares@ $33.45 avg price
BNDVanguard Bd Index Fds
Recent Activity
Exited
0%
$357,759
4,965 shares@ $72.06 avg price
IWNIshares Tr
Recent Activity
Exited
0%
$291,425
1,913 shares@ $152.34 avg price