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Darren Munn

@Camelot Portfolios, Llc

Latest period2024 - Q3ReportedManaged Assets$101.694MTotal holdings139
Assets growth rate-42.54%Assets growth rate (2-Q avg)15.23%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Camelot Portfolios, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Camelot Portfolios, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 101.694M in assets, with a quarterly growth rate of -42.54% and a 2-quarter average growth rate of 15.23%. The portfolio is managed by Darren Munn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VBVanguard Index Fds
Recent Activity
Decreased -18.17%
1.81%
$1.834M
7,730 shares@ $237.22 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -17.83%
1.7%
$1.728M
27,432 shares@ $63.01 avg price
DFSDiscover Finl Svcs
Recent Activity
Decreased -31.45%
1.61%
$1.627M
11,599 shares@ $140.3 avg price
NXDTNexpoint Diversified Rel Et
Recent Activity
Decreased -32.99%
1.58%
$1.603M
256,494 shares@ $6.26 avg price
VOVanguard Index Fds
Recent Activity
Decreased -18.58%
1.58%
$1.599M
6,060 shares@ $263.86 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -54.42%
1.52%
$1.542M
8,273 shares@ $186.33 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -44.19%
1.47%
$1.49M
72,472 shares@ $20.57 avg price
IBDSIshares Tr
Recent Activity
Decreased -44.6%
1.46%
$1.484M
60,876 shares@ $24.38 avg price
FLRFluor Corp New
Recent Activity
Decreased -9.42%
1.38%
$1.398M
29,300 shares@ $47.71 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -17.28%
1.37%
$1.384M
3,604 shares@ $384.0 avg price