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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
FJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -20.04%
0.92%
$934,776
18,503 shares@ $50.53 avg price
PIIPolaris Inc
Recent Activity
Decreased -33.62%
0.87%
$879,189
10,562 shares@ $83.25 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -27.18%
0.86%
$872,625
39,503 shares@ $22.1 avg price
KYNKayne Anderson Energy Infrst
Recent Activity
Decreased -42.68%
0.83%
$843,448
76,677 shares@ $11.01 avg price
LADLithia Mtrs Inc
Recent Activity
Decreased -12.16%
0.81%
$823,274
2,591 shares@ $317.75 avg price
GPMTGranite Pt Mtg Tr Inc
Recent Activity
Decreased -38.62%
0.8%
$808,357
255,002 shares@ $3.18 avg price
EWXSpdr Index Shs Fds
Recent Activity
Decreased -18.14%
0.79%
$795,236
12,748 shares@ $62.39 avg price
NKENike Inc
Recent Activity
New Position
0.77%
$782,208
8,848 shares@ $88.41 avg price
STLAStellantis N.v
Recent Activity
Decreased -17.95%
0.76%
$767,666
54,638 shares@ $14.06 avg price
ACNAccenture Plc Ireland
Recent Activity
0.7%
$706,960
2,000 shares@ $353.48 avg price