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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
GSGoldman Sachs Group Inc
Recent Activity
New Position
0.03%
$227,368
397 shares@ $572.72 avg price
ENFRAlps Etf Tr
Recent Activity
New Position
0.03%
$225,812
7,249 shares@ $31.16 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
New Position
0.03%
$220,919
2,708 shares@ $81.59 avg price
BKNGBooking Holdings Inc
Recent Activity
New Position
0.03%
$214,181
43 shares@ $4980.96 avg price
SHOPShopify Inc
Recent Activity
New Position
0.02%
$212,460
1,998 shares@ $106.34 avg price
ISRGIntuitive Surgical Inc
Recent Activity
New Position
0.02%
$210,350
403 shares@ $521.97 avg price
AOAIshares Tr
Recent Activity
New Position
0.02%
$206,394
2,694 shares@ $76.62 avg price
MPWMedical Pptys Trust Inc
Recent Activity
New Position
0.02%
$197,500
50,000 shares@ $3.95 avg price
WBAWalgreens Boots Alliance Inc
Recent Activity
New Position
0.02%
$194,339
20,829 shares@ $9.34 avg price
TDOCTeladoc Health Inc
Recent Activity
New Position
0.02%
$108,153
11,898 shares@ $9.1 avg price