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Crystal Billing

@Sfmg, Llc

Latest period2024 - Q3ReportedManaged Assets$1.234BTotal holdings274
Assets growth rate7.26%Assets growth rate (2-Q avg)3.07%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sfmg, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 274 positions.

Assets under management

The assets under management (AUM) of Sfmg, 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 1.234B in assets, with a quarterly growth rate of 7.26% and a 2-quarter average growth rate of 3.07%. The portfolio is managed by Crystal Billing, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHRSchwab Strategic Tr
Recent Activity
Exited
0%
$204,736
4,198 shares@ $48.77 avg price
WESWestern Midstream Partners L
Recent Activity
Exited
0%
$204,530
5,148 shares@ $39.73 avg price
CFBCrossfirst Bankshares Inc
Recent Activity
Exited
0%
$203,290
14,500 shares@ $14.02 avg price
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$35,475
11,017 shares@ $3.23 avg price