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Adan Galvan

@Ativo Capital Management Llc

Latest period2024 - Q3ReportedManaged Assets$114.315MTotal holdings50
Assets growth rate18.33%Assets growth rate (2-Q avg)7.62%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ativo Capital Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Ativo Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 114.315M in assets, with a quarterly growth rate of 18.33% and a 2-quarter average growth rate of 7.62%. The portfolio is managed by Adan Galvan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FLINFranklin Templeton Etf Tr Fran
Recent Activity
New Position
15.21%
$17.377M
414,720 shares@ $41.9 avg price
KLYCYKunlun Energy Company Ltd Unsp
Recent Activity
New Position
1.31%
$1.489M
147,880 shares@ $10.07 avg price
PETRYVibra Energia Sa Ads
Recent Activity
New Position
1.27%
$1.443M
169,143 shares@ $8.53 avg price
SMPNYSompo Holdings Inc Adr
Recent Activity
New Position
1.26%
$1.438M
128,579 shares@ $11.18 avg price
DBSDYDbs Group Holdings Ltd Sp Adr
Recent Activity
New Position
1.25%
$1.418M
12,019 shares@ $117.97 avg price