Afsaneh Mashayekhi Beschloss
@Rock Creek Group, Lp
Latest period2024 - Q3ReportedManaged Assets$872.334MTotal holdings45
Assets growth rate16.5%Assets growth rate (2-Q avg)5.39%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Rock Creek Group, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 45 positions.
Assets under management
The assets under management (AUM) of Rock Creek Group, Lp 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 872.334M in assets, with a quarterly growth rate of 16.5% and a 2-quarter average growth rate of 5.39%. The portfolio is managed by Afsaneh Mashayekhi Beschloss, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ITOTIshares Core S&p Total U.s.
| 15.85% | $138.213M 1.097M shares@ $125.97 avg price | Decreased -17.92% |
CHHChoice Hotels Intl Inc
| 14.63% | $127.544M 1.047M shares@ $121.87 avg price | |
AGGIshares Core U.s. Aggregate Bond Etf
| 11.16% | $97.329M 961,080 shares@ $101.27 avg price | Decreased -25.12% |
GOVTIshares Us Treasury Bond Etf
| 7.28% | $63.502M 2.728M shares@ $23.28 avg price | New Position |
TIPIshares Tips Bond Etf
| 6.96% | $60.698M 2.745M shares@ $22.11 avg price | Decreased -0.03% |
RSPInvesco S&p 500 Equal Weight
| 6.48% | $56.458M 315,120 shares@ $179.17 avg price | New Position |
GLDSpdr Gold Shares Etf
| 6.24% | $54.408M 223,846 shares@ $243.06 avg price | Increased 3.49% |
IDEVIshares Core Msci International Developed Markets Etf
| 6.04% | $52.645M 743,262 shares@ $70.83 avg price | Increased 1.64% |
GBILGoldman Saches Access Treasury 0 Etf
| 5.1% | $44.419M 442,910 shares@ $100.29 avg price | Decreased -1.09% |
EWJIshares Msci Japan Etf
| 4.59% | $40.026M 559,489 shares@ $71.54 avg price | Increased 47.02% |