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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
JBLUJetblue Awys Corp
Recent Activity
Exited
0%
$90,784
13,839 shares@ $6.57 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
Exited
0%
$89,609
36,725 shares@ $2.44 avg price
VVRInvesco Sr Income Tr
Recent Activity
Exited
0%
$42,928
10,547 shares@ $4.08 avg price
TELZTellurian Inc New
Recent Activity
Exited
0%
$18,392
19,000 shares@ $0.97 avg price
BRKHWBurtech Acquisition Corp
Recent Activity
Exited
0%
$1,999
10,000 shares@ $0.2 avg price