Kimberlee Marie Brown

@Jnba Financial Advisors

Latest period2024 - Q3

Reported2mo 19d ago

Managed Assets$992.943M

Total holdings652

Assets growth rate4.77%

Assets growth rate (2-Q avg)2.16%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Jnba Financial Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 652 positions.

Assets under management

The assets under management (AUM) of Jnba Financial Advisors 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 992.943M in assets, with a quarterly growth rate of 4.77% and a 2-quarter average growth rate of 2.16%. The portfolio is managed by Kimberlee Marie Brown, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TRMBTrimble Inc Recent Activity New Position	0.01%	$12,418 200 shares@ $62.09 avg price	New Position
ALARAlarum Technologies Ltd Recent Activity New Position	0.01%	$11,704 1,100 shares@ $10.64 avg price	New Position
TELTe Connectivity Plc Recent Activity New Position	0.01%	$11,418 76 shares@ $150.24 avg price	New Position
XMMOInvesco Exchange Traded Fd T Recent Activity New Position	0.01%	$10,830 90 shares@ $120.34 avg price	New Position
CVRXCvrx Inc Recent Activity New Position	0.01%	$8,810 1,000 shares@ $8.81 avg price	New Position
NINisource Inc Recent Activity New Position	0.01%	$8,455 244 shares@ $34.66 avg price	New Position
HIWHighwoods Pptys Inc Recent Activity New Position	0.01%	$8,277 247 shares@ $33.52 avg price	New Position
COFCapital One Finl Corp Recent Activity New Position	0.01%	$7,936 53 shares@ $149.74 avg price	New Position
NSANational Storage Affiliates Recent Activity New Position	0.01%	$7,712 160 shares@ $48.2 avg price	New Position
ETREntergy Corp New Recent Activity New Position	0.01%	$7,502 57 shares@ $131.62 avg price	New Position