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Anneliese Griego

@Smith Anglin Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$1.066BTotal holdings214
Assets growth rate2.63%Assets growth rate (2-Q avg)3.79%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Smith Anglin Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 214 positions.

Assets under management

The assets under management (AUM) of Smith Anglin Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.066B in assets, with a quarterly growth rate of 2.63% and a 2-quarter average growth rate of 3.79%. The portfolio is managed by Anneliese Griego, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TAXEa Series Trust
Recent Activity
New Position
0.14%
$1.465M
59,995 shares@ $24.42 avg price
QTUMEtf Ser Solutions
Recent Activity
New Position
0.06%
$559,283
6,892 shares@ $81.15 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.05%
$508,442
1,756 shares@ $289.55 avg price
IYFIshares Tr
Recent Activity
New Position
0.03%
$309,533
2,799 shares@ $110.59 avg price
NUSINeos Etf Trust
Recent Activity
New Position
0.03%
$248,451
9,534 shares@ $26.06 avg price
VTIVanguard Index Fds
Recent Activity
New Position
0.03%
$238,556
823 shares@ $289.87 avg price
GMGeneral Mtrs Co
Recent Activity
New Position
0.03%
$236,863
4,446 shares@ $53.28 avg price
DVNDevon Energy Corp New
Recent Activity
New Position
0.03%
$228,458
6,980 shares@ $32.74 avg price
DGRSWisdomtree Tr
Recent Activity
New Position
0.03%
$228,121
4,453 shares@ $51.23 avg price
MTBASimplify Exchange Traded Fun
Recent Activity
New Position
0.03%
$227,879
4,586 shares@ $49.7 avg price